Trustees’ Annual Report for the period
From 01/08/23 Period start date To 31/07/24 Period end date
Charity name:CHELWOOD COMMUNITY FUND CIO
Charity registration number:1170268
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The provision of such grants and donations for individuals,charitable bodies,organisations and associations for exclusively charitable purposes according to law in Chelwood and the surrounding parishes |
| 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 |
Advertising the existence of the charity and how to apply for grants. Considering applications and making decisions whether to award grants in accordance with the grant making policy and with regard to Charity Commission guidance on public benefit |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Application forms and guidance on submitting applications can be downloaded from the charity’s page on the Chelwood village website: www.chelwood-village.co.uk |
| Policy on social investment including program related investment |
Para 1.38 | The charity maintains it’s funds in an interest bearing account with an ethical bank. |
| Contribution made by volunteers |
Para 1.38 | Apart from the five trustees, there are no volunteers. |
There are no employees
Other
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 | During the year 9 grants were awarded. These included one to a school to provide funding towards a low carbon air to air heating system. One to obtain a kiln for local potters in the catchment area. A top up award to a Paediatric Nurse working in a local Children’s Hospice, for training. An award to a rural church towards £100,000 required for restoration. Awards to 3 more rural churches for restoration or access purposes. An award to a hall to help fund battery storage for solar energy. Award to a young individual to help fund an ongoing career in cricket. A few applications were as out of scope either on geographical criteria and/or seeking general fundraising for other charities. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | As the charity has no assets, no employees and minimal overheads there is a commitment from trustees to focus on distributing grants to valid applications and to keep a small reserve |
| Amount of reserves held | Para 1.22 | £30000 uncommitted funds |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | There are no funds in deficit |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
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 |
Up to this year end the fund has received £150,000 in funding from Chelwood Community Energy Ltd and apart from bank interest this is the sole source of funds. To date it has awarded grants totalling just over £124,000, which demonstrates the charity’s policy on reserves. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | n/a |
| A description of the principal risks facing the charity |
Para 1.46 | All funding comes from one source, Chelwood Community Energy. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | Appointed by resolution of the current trustees |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Chelwood Community Fund CIO |
|---|---|
| Other name the charity uses | Chelwood Community Fund |
| Registered charity number | 1170268 |
| Charity’s principal address | Burnts Farm Chelwood,Bristol BS39 4NW |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Carolyn Marianne Beecroft |
Chair since 02/25 Trustee |
n/a | The Trustees | |
| Bryan Harry Godfrey |
Trustee | n/a | The Trustees | |
| Stephen Robert Meale |
Trustee Deceased 12/24 |
n/a | The Trustees | |
| Peter Huw Rothwell Jones |
Trustee | n/a | The Trustees | |
| Julie Anne Glynn | Trustee | n/a | The Trustees | |
– Corporate trustees names of the directors at the date the report was approved
Director name n/a
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| n/a | ||
Funds held as custodian trustees on behalf of others
Description of the assets None 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) Carolyn Marianne Beecroft
Position (eg Secretary, Chair of trustees Chair, etc)
Date 10 April 2025
Chelwood Community Fund CIO 1170268 Receipts and payments accounts CC16a For the period 8/1/2023 7/31/2024 To from
Section A Receipts and payments
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Last year | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||||
| A1 Receipts | ||||||||||
| Interest on bank account 132 - - 132 15 Chelwood CommunityEnergyAward 25,000 - - 25,000 10,000 Interest on bank account 216 - - 216 32 Interest on bank account 248 - - 248 63 Chelwood CommunityEnergyAward - - - - 15,000 Interest on bank account 203 - - 203 89 - - - - - - - - - 25,798 - - 25,798 25,199 Sub total(Gross income for AR) ~~=—=====~~ |
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| - - - - - - - - - Sub total - - - - - Total receipts 25,798 - - 25,798 25,199 A2 Asset and investment sales, (see table). ~~——————~~ |
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| A3 Payments | ||||||||||
| Advert Parish News | 140 | - | - | 140 | 140 | |||||
| Grants lastyear | - | - | - | - | 15,621 | |||||
| Grant CCF21/07 | 3,520 | - | - | 3,520 | - | |||||
| Grant CCF23/05a | 150 | - | - | 150 | - | |||||
| Grant CCF24/04 | 1,324 | - | - | 1,324 | - | |||||
| Grant CCF23/08 | 1,000 | - | - | 1,000 | - | |||||
| Grant CCF24/03 | 500 | - | - | 500 | - | |||||
| Grant CCF23/11 | 2,500 | - | - | 2,500 | - | |||||
| Grant CCF23/10 | 800 | 800 | ||||||||
| Grant CCF23/12 | 4,200 | 4,200 | ||||||||
| Grant CCF23/05b | 360 | 360 | ||||||||
| Grant CCF24/08 | 4,443 | 4,443 | ||||||||
| **Sub total ** | 18,937 | - | - | 18,937 | 15,761 | |||||
| None - - - - - - - - Sub total - - - - - Total payments 18,937 - - 18,937 15,761 A4 Asset and investment purchases, (see table) ~~——————~~ |
||||||||||
| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end **Cash funds this year end ** |
6,861 - - 6,861 9,438 - - - - - 29,270 - - 29,270 19,832 36,131 - - 36,131 29,270 ~~SSS456=~~ |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Cash at Bank Details None Details None Details None Details No liabilities Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 36,131 - - - - - 36,131 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Carolyn Beecroft J Glynn Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
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| to nearest £ Endowment funds |
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| Date of approval |
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| Carolyn Beecroft | 10-Apr-25 | ||
| J Glynn | 10-Apr-25 |
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). . Give here brief detalls of any ltsms that the examiner wlshes to disclose.