## **Trustees’ Annual Report for the period**
## **From 01 April 2021 To 31 March 2022**
## **Charity name: Friends of the Marden Valley**
## **Charity registration number: 1173673**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**(1) To promote for the benefit of the**
**public the conservation, protection and**
**improvement of the River Marden and its**
**tributaries, from its source to its**
**confluence with the River Avon (North**
**East of Chippenham), together with its**
**surrounding habitats, its wildlife, both**
**flora and fauna of its catchment basin,**
**and**
**(2) To advance the education of the**
**public in the conservation, protection and**
**improvement of the physical and natural**
**environment as well as the history of the**
**River Marden Valley.**|
|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|**Continued maintenance of the River**
**Marden and its tributaries in particular**
**the Abberd Brook area.**
**Conducting and recording an active**
**series of on-line meetings and webinars.**
**Commissioning of a survey of wildlife in**
**the area.**
**Holding a well-attended river day in**
**Calne.**
**Replacing a damaged information board**
**and creating a new one.**
**Planning major improvement of the**
**Abberd Brook with experts from the**
**Bristol Avon Rivers Trust.**
**Completion of a wildflower garden and an**
**orchard near a local community centre.**
**Continued monitoring of the condition of**
**the river and its tributaries and the health**
**of its wildlife.**
**Informing the Environment Agency of**
**pollution and spills.**
**Published a declaration of rights of the**
**Marden Valley to increase awareness of**
**environmental issues.**|
|Statement confirming|Para 1.18|**Inplanning, organizing and implementing**|
|whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit||**all the activities of the charity the**
**trustees have had regard to the guidance**
**issued by the Charity Commission on**
**public benefit and affirm that the primary**
**purpose of the charity is to make the**
**Marden Valley and its immediate**
**surroundings an amenity for the public.**|
|---|---|---|
|**Additional information (optional)**
You may choose to include further statements||where relevant about:|
||SORP reference||
|Policy on grant making|Para 1.38||
|Policy on social investment
including program related
investment|Para 1.38||
|Contribution made by
volunteers|Para 1.38|**Approximately 30 volunteers contributed**
**over 300 hours in total in the period as**
**outdoor activities continued to be**
**somewhat constrained by Covid**
**restrictions.**|
|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|**The charity continued to engage with**
**young persons in outdoor activities and**
**conservation. The group known as the**
**River Warriors held regular**
**meetings to assist in cleaning the Abberd**
**Brook area and in increasing awareness**
**of the wildlife in the area whenever covid**
**lock down constraints allowed.**
**Meetings of the trustees, members and**
**partners continued on line (zoom) and a**
**number of talks were recorded and**
**posted on line including:**
Fish and Friends: Wildlife in the River Marden
April 15 2021
Tree planting Carbon and Climate May 12 2021
Pollinators: Their crucial role June 15 2021
Butterflies of Morgan’s Hill July 21 2021
River Marden Day 6 November 2021|
**These continue to be viewed and downloaded by the public.**
## **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|**£4,600 of cash grants were raised in the**
**period.**
**In addition further support was obtained,**
**in particular from the Calne Town Council**
**which provided materials and installation**
**of information boards, supported the**
**river day activities and paid for liability**
**insurance. As well support from**
**corporate sponsors who provided land**
**and equipment for the development of an**
**orchard.**|
|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|**The charity had a positive balance of**
**£4,715 at the end of the period with**
**liabilities (accounts payable) of £2,500**
**giving current assets of £2,215 at the end**
**of period.**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The Charity held just £100 in reserve at**
**the start of the period as covid**
**constraints meant a reduced level of**
**activity and expenditure.**
**In anticipation of a more activities and**
**greater expenditure it is expected that a**
**policy of holding a reserve equivalent to**
**about 10% of expenditures will be**
**prudent.**|
|Amount of reserves held|Para 1.22|**£400**|
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
## **Additional information (optional)**
|**Additional information (optional)**|**Additional information (optional)**||
|---|---|---|
|Youmay choose toincludefurtherstatements||whererelevant about:|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**During this period the charity was funded**
**by public funds (approx. 20% from**
**Wiltshire Council, 80% from Calne Town**
**Council). In future it is planned to access**
**other (non-public funding) and initial**
**indications are positive in this regard.**|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|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 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||**The charity developed and adopted a**
**safeguarding policy in this period.**|
## **Reference and Administrative details**
|Charity name|Friends of the Marden Valley|
|---|---|
|Other name the charity uses|Friends of AbberdBrook|
|Registered charity number|1173673|
|Charity’s principal address|Flat 15
Castle House
Castle Street
Calne
SN110EY|
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## **Names of the charity trustees who manage the charity**
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3
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||Robert
MacNaughton|Secretary|||
||Ian Leslie Thorn|Chair|||
||Tamzyn Long|Trustee|||
||Andrew Steven
Jones|Treasurer|||
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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**
**During this period James Gray, Member of Parliament for North Wiltshire agreed to take on the role of Honorary President of the Charity.**
## **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)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||Andrew Steven Jones|Ian Leslie Thorn|
||
Treasurer|Chair|
||1 April 2022||
||1 April 2022||
## Financial Statements
## For
The Friends of the Marden Valley
Registered Charity Number 1173673
For the period 1[st] April 2021 to 31[st] March 2022
## **Summary and notes to financial statements**
The charity received two grants in the period.
The first for £1,000 from the Calne Area Board of Wiltshire Council was to fund a survey and to prepare a report on the biodiversity, landscape and habitats within the catchment area of the River Marden. This work was largely conducted in the period and an invoice from the Wiltshire Wildlife Trust for £1,000 was received and recorded as an account payable at the end of the period until the work was finalised.
The second grant was from the Calne Town Council for £3,600. This was for installation of Information Boards concerning the wildlife to be found in the Abberd Brook area and how it may develop in the future. Improving the flow and habitat quality of Abberd Brook. Production of video and resource materials to educate residents (especially schoolchildren) about the Marden Valley. Some administration and insurance costs to ensure our online presence and environmental improvement and clean-up activities. While progress was made in all these areas only one invoice (£500, for the production of artwork for the information board) was processed in the period.
Overall, the net assets of the charity increased in the period by £3,100.
No trustees or related parties were funded by the charity and all expenditures were in accordance with the aims of the charity.
The trustees consider the charity is in a viable and financially sound position with assets exceeding anticipated expenditures.
Prepared by
Andrew S. Jones
Treasurer, Friends of The Marden Valley
1 April 2022
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## **Financial Statement**
## **The Friends of the Marden Valley**
## **1 April 2021 to 31 March 2022**
## **Income Statement**
|Date
25/01/2022
22/02/2022
Date
25/02/2022|Source
Wiltshire Council Grant
Calne Town Council Grant
Total Income in Period
Expenditure
Payment for Artwork for Information Board
Total Expenditure in period|Income
£ 1,000.00
£ 3,600.00|
|---|---|---|
|||£ 4,600.00
Expenses
£ 500.00|
|||£ 500.00|
||Net income inperiod|£ 4,100.00|
|**Balance Sheet**
**Assets**
Bank account
opening balance
closing balance
total
Total Assets
**Liabilities**
Accounts payable
10/01/2022
To Wiltshire Wildlife Trust
Total Liabilities
**Net assets**
start of period
end of period
Change over period|SOP
EOP
Change in
period
£ 115.23
£ 4,215.23
£ 115.23
£ 4,215.23
£ 4,100.00|
|---|---|
||£ 115.23
£ 4,215.23
£ 4,100.00|
||£ 1,000.00|
||£0
£ 1,000.00
£1,000|
||£115.23
£ 3,215.23|
||£115.23
£ 3,215.23
£3,100.00|
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