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2024-01-26-accounts

Trustees’ Annual

Report for the period

From 27th January 2023 Period Start Date to 26[th] January 2024 Period End Date

Charity name: Men’s Shed Stratford upon Avon CIO Charity registration number: 1167338

Objectives and Activities

SORP
reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To promote social inclusion for the
public benefit of older men, primarily
over 50 years of age, by preventing them
from becoming socially excluded,
relieving the needs of those men and
assisting them to integrate into society
through the provision of a premises in
which they can meet jointly or
individually undertake and share
creative, physical, social and recreational
activities of their choice.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.		 Para 1.17
and 1.19		 The provision of our space allows older
men to meet. And undertake practical
projects and activities which keep their
minds active. The social interaction with
their peers voids an opportunity for them
to engage with others in a familiar and
relaxed environment. The group has
undertaken specific projects for local
groups and organisations.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees confirm they understand
the guidance relating to public benefit.
We believe there is a need for our group.
A section of society we focus on is older
men. It has been shown in research that
men, primarily older men, are less likely
to engage in a wider social activity. A
survey of the population of Stratford
upon Avon, shows that 25% of the
residents were older men.

Page 1 of 2

Additional information (optional)

You may choose to include further statements where relevant about:
SORP
reference
Policy on grant making Para 1.38 Men’s Shed is not a grant making charity.
Policy on social investment
including program related
investment		 Para 1.38 Men’s Shed has not made any social
investments.
Contribution made by
volunteers		 Para 1.38 There are Trustee, supervisor, and
volunteer roles at the Men's Shed.
Other N/A

Achievements and Performance

SORP
reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 The objectives that support our key
purpose are:
1. Promote social inclusion and well-
being through friendships and social
interaction within the group.
2. Provide opportunities for members
to share, and learn new skills.
3. Build relationships with groups, and
individuals in the local community.
This allows us to achieve our aims.
4. Provide a permanent base for Men’s
Shed in Stratford upon Avon: until 1st
June 2023.
5. Provide a credible income stream for
the charity.

Page 2 of 2

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Achievements against
objectives set
Achievements against
objectives set		 Para 1.41 1. We provide a location with a
workshop space, where primarily
older men meet up to five times a
week, engaging in woodworking and
other activities. We undertake
personal projects, or projects for
local groups and charities. Some
projects made are sold to raise funds
for our charity. The group has 41
members at present. Anecdotal
evidence gathered from within the
group, shows our members benefit
from the Shed’s social activity and
interactions with others. Some of the
members of the group have formed
friendships, and meet outside the
times of the formal group. Until 1st
June 2023.
2. Some of our members are
professional tradesmen, and others
are experienced in DIY. They share
their knowledge and experience with
others in the group.
3. We have been particularly successful
developing relationships with other
charities, and groups.
4. We were established in our
workshop within the community hub,
Foundation House. This is managed
by Stratford Town Trust. We were
advised in 2017 that the lease would
run until mid-2027. This was a
licence agreement renewed each
year; and we were not required to
pay any fees. However, in 2021 just
as COVID-19 restrictions were
reducing, we were advised to
contribute to the running costs of
this building. This licence fee of
£2,895 per annum, placed an
unexpected burden on our charity.
On 25th January 2023, we were
advised by Foundation House, and
Stratford Town Trust, that the
owners of the building were
exercising, a ‘break clause’ in the
lease, and there may be a risk of
either an increased licence fee, or
the complete closure of the charity
hub.
5. In May 2023, we were successful in
achieving a Warwickshire County
Council grant funding of £1,000, to
support the Men’s Shed survival.

Page 3 of 2

6. In June and July 2023, we were
successful in achieving a Stratford
Town Trust grant funding of
£1443.90, for the Removal,, Packing
and storage of the Men’s Shed
assets.
Performance of fundraising
activities against objectives
set		 Para 1.41 1. In May 2023, we were successful in
achieving a Warwickshire County
Council grant funding of £1,000, to
support the Men’s Shed survival.
2. In June and July 2023, we were
successful in achieving a Stratford
Town Trust grant funding of
£1443.90, for the Removal,, Packing
and storage of the Men’s Shed
assets.
Investment performance
against objectives		 Para 1.41 No Investments
Other N/A

Page 4 of 2

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The Trustees believe the finances were
sound for a small charity, up to the end
of the reporting period; 26th January 2024
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Reserves were set to cover six months
running costs.
Amount of reserves held Para 1.22 £3,000
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 None
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 The Charity Hub at Foundation House
closed 1st June 2023. We then put all of
our assets into a local storage facility.
The Trustees are researching alternative
viable locations. If we are unable to find
a suitable premises, it may be detrimental
to our charity existence. To date we have
not been able to find suitable affordable
premise.

Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 1. Donations
2. Sale of goods
3. Grant Applications
4. Members voluntary subscriptions
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 No investments held
A description of the principal
risks facing the charity		 Para 1.46 We are uncertain of our future, and the
Trustees are researching alternative
viable and affordable locations.
This may be detrimental to our charity
existence
Other We are also looking into alternative
options for the Men’s Shed.

Page 5 of 2

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Association – Constitutional Document
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Charitable Incorporated Organisation
(CIO) with voting members other than its
charity trustees.
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 The constitution requires that Trustees
are elected on a rotating basis, with one
third retiring at the charity AGM; as
directed in our constitution.
However, the Trustees may recruit and
appoint additional Trustees up to a
maximum of nine.

Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures
adopted for the induction
and training of trustees		 Para 1.51 Our Trustees have been recruited from
the charity membership. Each potential
nominee, and subsequent elected
Trustees are given copies of our
constitution document, and Charity
Commission documentation.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 There is a constitutional requirement for
a minimum of four Trustees, and a
maximum of nine Trustees.
Trustees, only, now hold the key roles:
Chair, Secretary, Treasurer.
Relationship with any related
parties		 Para 1.51 None
Other N/A

Page 6 of 2

Reference and Administrative details

Charity name Men’s Shed Stratford upon Avon CIO
Other name the charity uses
Registered charity number 1167338
Charity’s principal address 4 Firethorn Crescent, Whitnash,
Leamington Spa, Warwickshire, C31 2RX

Names of the charity trustees who manage the charity

Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity
Trustee name Office (if any) Dates acted if not for
whole year		 Name of person (or
body) entitled to
appoint trustee (if any)
1 Mr. Anthony Watts Trustee. Membership
reappointed at
AGM 22/09/2023
2 Mr. Barry Thorne Chair,
Secretary,
Co-
Treasurer.
(Trustee).		 Membership at
AGM 08/04/2022.
Trustee Board
Election
3 Mr. Keith Madden Trustee. Membership at
AGM 08/04/2022.
3 Mr. Peter Lavington Co-
Treasurer.
(Trustee).		 22/09/2023 Trustee Board
Election.
5 Mr. Robin Hammond Trustee. 07/06/2023 Membership at
AGM 08/04/2022.
6 Mr. Roy Egerton Trustee. Membership at
AGM 08/04/2022.
7
8
9

– Corporate trustees names of the directors at the date the report was approved

Director name N/A

Page 7 of 2

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole
year
N/A

Page 8 of 2

Funds held as custodian trustees on behalf of others Funds held as custodian trustees on behalf of others Funds held as custodian trustees on behalf of others
Description of the assets None
held in this capacity
Name and objects of the None
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects
Details of arrangements for None
safe custody and
segregation of such assets
from the charity’s own assets

Additional information (optional)

Additional information (optional) Additional information (optional) Additional information (optional)
Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
N/A		 Names and addresses of advisers (Optional information)
Type of
adviser		 Name Address
N/A

Name of chief executive or names of senior staff members (Optional information) N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Declarations

Page 9 of 2

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name(s) Position (e.g. Secretary, Chair, etc.) Date

Page 10 of 2

1167338
Men's Shed Stratford upon Avon CIO
27/01/2023
26/01/2024
No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from		 1167338
Men's Shed Stratford upon Avon CIO
27/01/2023
26/01/2024
No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from		 1167338
Men's Shed Stratford upon Avon CIO
27/01/2023
26/01/2024
No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from		 CC16a
For the period
from		 27/01/2023
Period start date		 To

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£
2,444
133
51
100
270
-
-
-
2,998
-
-
-
2,998
-
698
5,910
32
366
-
7,006
-
-
-
7,006
- 4,009
-
10,485
6,477		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £
Grants 2,444 -
-
-
-
-
-
-
-
-		 2,444
133
51
100
270
-
-
-
2,998		 750
Sale ofgoods 133 219
Members Subscriptions 51 234
Donations 100 -
PettyCash Paid into Bank 270 -
- -
- -
- -
Sub total(Gross income for
AR)		 2,998 1,203
A2 Asset and investment sales,
(see table).
- -
-
-		 -
-
-
- -
Sub total - -
Total receipts
A3 Payments
- 2,998 1,203
Tools / Equipment / materials - -
-
-
-
-
-
-
-
-
-		 -
698
5,910
-
-
32
-
366
-
7,006		 68
Insurances 698 444
Rent / Lease/ Removal & Storage 5,910 57
Repairs / Maintenance 171
Meals and entertainment 159
Office Expense 32 124
Travel 43
Other Expense 366 32
Grants - Unused Returned - 91
**Sub total ** 7,006 1,189
A4 Asset and investment
purchases, (see table)
- -
-
-		 -
-
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end		 7,006
- 1,189
- 4,009
-		 - 4,009 14
- -
-		 -
10,485		 -
10,485 10,471
6,477
-		 6,477 10,485

CCXX R1 accounts (SS)

29/10/2024

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Details
Details
Cash Funds
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
6,477
-
-
-
-
-
6,477
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

29/10/2024

2