
## **Trustees’ Annual Report for the period** 

## **From January 2023          To December 2023** 

## **Charity name:** 

**Grange Area Trust** 

**Charity registration number: 1167347** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|(1) For the beneft of the public to<br>provide and maintain a village<br>green in Widmer Fields and, if so<br>decided, to acquire and provide<br>further pieces of land within the<br>area of beneft for the use of the<br>inhabitants of the area without<br>distncton of sex, sexual<br>orientaton, age, disability,<br>natonality, race or politcal religion<br>or other opinion for informal<br>recreaton and leisure tme<br>occupaton with the object of<br>improving the conditons of life of<br>the said inhabitants.<br>(2) To promote for the beneft of the<br>public the conservaton protecton<br>and improvement of the physical<br>and natural environment in and<br>around the area of beneft.<br>(3) To advance the educaton of the<br>public, in partcular but not<br>exclusively, in the conservaton,<br>protecton and improvement of the<br>physical and natural environment<br>in and around the area of beneft.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|<br>To ensure the land management plan is<br>followed.<br><br>To organises the management of<br>volunteer groups to work on the land<br><br>To organises the programme for<br>bramble/netle control, grassland and<br>woodland management, scrub<br>encroachment, footpaths control,<br>botanical surveys.<br><br>To set up nature trails, places bird and<br>bat boxes and wildlife habitat<br>protecton|





|||<br>To fundraise and make grant<br>applicatons to raise funding from<br>individuals and organisatons<br>to cover annual running costs.<br><br>To raise awareness of the Trust by<br>efectve public presentatons, leafets,<br>notces, press releases, newsleters,<br>etc.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Grange Area Trust upholds its objectve to<br>the advancement of protecton and<br>improvement of the environment for the<br>beneft of wildlife, plants and the public.|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

||<br>SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38||
|Policy on social investment<br>including program related<br>investment|Para 1.38||
|Contribution made by<br>volunteers|Para 1.38|The charity been a small group of dedicated<br>volunteers who have willingly given of their<br>tme and a number of residents have expressed<br>interest in supportng the trust’s work.  During<br>the course of 2023 the Trust has been<br>successful in atractng a number of new<br>volunteers to support its Land Management<br>work.   The Trust has also been supported by<br>the dog walking community, one of Widmer<br>Fields key user groups, who raised funds for<br>the Trust during2023.|
|Other|||





## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|<br>A number of Nature Trails through the<br>felds were organised for young<br>children during the year. They were<br>well atended<br><br>During 2023 the Trust has also<br>established a relatonship with a local<br>Forest School, ofering access to the<br>Fields for the schools actvites and<br>providing Bird and Bee box kits for the<br>children to build and decorate.<br><br>During the year we mentored an<br>individual working towards his Duke of<br>Edinburgh award.<br><br>We ran a successful fund-raising quiz<br>night in the Autumn and we again<br>produced a Widmer Fields Calendar for<br>2024.  This year we extended the print<br>run from 100 to 200 in order to meet<br>demand.  The calendar was well<br>received and generated a signifcant<br>level of donatons in additon to the<br>sale revenue.|



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

|<br>Achievements against<br>objectives set|<br>Para 1.41|<br>As above|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|As above.|
|Investment performance<br>against objectives|Para 1.41|At our December 2023 Trustees meeting<br>the Trustees agreed an investment plan to<br>place our £10,000 reserve into an interest<br>bearing fixed term account.  We will reap<br>the benefit of that investment in 2024.|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21||
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Reserves are held in case any unforeseen<br>emergency arises.    This is vital as there is a<br>substantal number of trees on Widmer Fields<br>Village Green which could be afected by<br>storms.  The Trust has no regular income apart<br>from donatons and fund raisingevents.|
|Amount of reserves held|Para 1.22|£10,000|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



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

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>Funds are raised by donatons from individual<br>residents, grants from public bodies, such as<br>the local parish councils, the annual calendar<br>and quiz nights.|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46|<br>Accidents to volunteers working on the<br>land.<br><br>A reducton in donatons which are<br>necessary for maintaining the land.<br><br>Ageing volunteers.<br><br>Ash Die Back which afects a number of<br>the trees that we maintain|
|Other|||





## **Structure, Governance and Management** 

|Description of<br>charity’s trusts:|||
|---|---|---|
|Type of governing<br>document<br>(trust deed, royal<br>charter)|Para 1.25|The Trust’s governing document is the Consttuton.|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Charitable Incorporated Organisaton|
|Trustee selection<br>methods including<br>details of any<br>constitutional<br>provisions e.g.<br>election to post or<br>name of any person<br>or body entitled to<br>appoint one or more<br>trustees|Para 1.25|Trustees come from a variety of backgrounds.  They share a<br>common desire to protect green spaces around<br>Buckinghamshire.  They each have strengths which are useful<br>to the Trust, e.g. company directors, accountancy,<br>environmental, administratve, marketng, IT, local council<br>representaton.  There is a staggered retrement programme<br>which is detailed in the Consttuton.<br>There is full board discussion and approval before the<br>appointment of any Trustee.  A likely candidate must<br>generally serve for a period of at least two years on one of the<br>sub-commitees – Development or Land Management,<br>provide a CV and undertakes a short interview.  On<br>appointment, the new Trustee makes a writen declaraton<br>statng that:<br>S/he is willing to act as a trustee of the Grange Area Trust.<br>S/he understands the organisaton’s purposes and rules set<br>out in its Consttuton.<br>S/he understand that knowingly to make a false statement is<br>a criminal ofence under secton 11 of the Charites Act 1993<br>S/he understands that the charity’s funds are held in its name<br>in bank or building society account in England or Wales<br>S/he will comply with his/her responsibilites as a trustee as<br>set out in the Charity Commission’s guidance “The Essental<br>Trustee (CC3)<br>S/he is not prevented from actng a trustee because s/he:<br>`o`<br>has an unspent convicton shown at<br>htps://www.gov.uk/guidance/automatc-<br>disqualifcaton-rules-for-charity-trustees-<br>and-charity-senior-positons<br>`o`<br>has an IVA, debt relief order and/or a<br>bankruptcy order<br>`o`<br>has been removed as a trustee in<br>England, Scotland or Wales (by the<br>Charity Commission or Ofce of the<br>Scotsh Charity Regulator)<br>`o`<br>is a disqualifed company director<br>`o`<br>is a designated person for the purposes of<br>ant-terrorism legislaton<br>`o`<br>is on the sex ofenders’ register<br>`o`<br>has been found in contempt of court for<br>making (or causing to be made) a false<br>statement|





||`o`|has been found guilty of disobedience to|
|---|---|---|
|||an order or directon of the Charity|
|||Commission|
|and is|provided with:||
||A copy of|the Consttuton|
||A copy of|the up-to-date Annual Report and Accounts|
||A Charity|Commission Trustees’ Handbook|
||Copies of|the trust’s policy documents|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|GAT consists of two sub-commitees,<br>Development Commitee and Land<br>Management Commitee, who have trustees,<br>volunteers and expert consultants serving on<br>them and each has a Chairman who reports<br>back to the main board of Trustees.  Proposals<br>from these sub-commitees are brought to the<br>main board of Trustees for ratfcaton.  They<br>each meet three tmes during the year.<br>There are no paid staf working for GAT.  There<br>is an Honorary Treasurer and an Honorary<br>Secretary.|
|Relationship with any<br>related parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|The Grange Area Trust|
|---|---|
|Other name the charity uses||
|Registered charity number|1167347|
|Charity’s principal address|Piranor Barn, North Road, Widmer End, Buckinghamshire,<br>HP15 6NE|
|||





**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9|**Trustee name**|**Office (if any)**|**Dates acted if not**<br>**for whole year**|**Name of person (or body) entitled to appoint**<br>**trustee (ifany)**|
|---|---|---|---|---|
||Colin Stevens|Chairman of<br>Trustees and<br>Chairman of<br>Development<br>Committee|Elected as<br>Trustee in<br>February 2022.<br>Elected a Chair<br>in March 2023||
||Malcolm Bristow||Elected 2017 –<br>reappointed<br>2020 and 2023||
||Brian Dugan||Elected in 2016<br>– reappointed in<br>2019 and 2022||
||Peter Dwelly||Elected in 2020<br>– reappointed in<br>2023||
||David Field|Chairman of<br>Land<br>Management<br>Committee|Elected in 2016<br>– reappointed in<br>2020||
||Hugh  McCarthy||Elected in 2016<br>– reappointed in<br>2020||
||Robert Pangborn||Elected in 2016<br>– reappointed in<br>2018, 2020 and<br>2022||
||Judy Weaver||Elected in 2016<br>– reappointed in<br>2018, 2020 and<br>2022||
||Colin Wingfield||Elected in 2016<br>– reappointed in<br>2019 and 2022||
||||||



## – Corporate trustees names of the directors at the date the report was approved **Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



## **Funds held as custodian trustees on behalf of others** 

Description of the assets held in this capacity 

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

## **Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** 

**Full name(s)** Joanna Davinson 

**Position (eg Secretary,** Honorary Secretary **Chair, etc)** 

**Date** 



Grange Area Trust
Statement of Accounts
For the year ended 31 December 2023
Year to
31.12.23
Year to
31.12.22
Incomln8S
Donation5
Standlng Orders
Others
4,165.
1,960.55
6.125.55
230.60
756.
65.00
831.56
S￿.￿)
745.
455.C(J
9,70&71
4,293.C(J
11,505.43
15,798.43
loo.00
1,427.31
122.00
1,076.39
Hazlemere Fete donatiors
Current ￿ar calendar sales
Premous year calendar sales
Gift Aid
HPC gfant
Quiz
Cedar Pa￿ party
T¢tsl InC￿le
812.95
19,337.08
out801￿$
Calendars 2023
Calendars 2024
Sub5¢riptions
Hazlemere Fete
Insurances
Leaf lets
Scalpings
Land management expenses
Equipment repairslreplacement
Admlnlstration
Totsl expernses
Excess ol Inc(me ￿er expenses
Bank balance at 1st Jawary 2023
Bank balance at 31 De¢ember 2023
464.19
650.(K)
95.(KJ
125.lJ)
252.48
I32.￿)
1,695.06
1,9)4.77
3,830.85
422.31
0.00
45.00
0.00
925.56
0.00
3,429.30
7,089.58
9,276.48
228.34
21,416.57
9,149.35
559.36
-2,079.49
27,668.51
28,227.87
29,748.r
27,668.51
In current acc￿￿tt
In W temi deNislt accounl lrnatures 14121251
18227.87
io.000.00
cw*hwdl Hon Treasur
Date.. 28104n024
** ￿￿*1 VY*￿￿￿¥￿I atruea)d tsirview oftheftnanclal posllion ofthetrust.
D.B. Westbrook F.C.C.
Date. ¢
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