2024-03-31-accounts - Windsor Hill Wood

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Trustees' Annual Report for the period

Period start date Period end date 01 April 2023 31 March 2024 From To

Section A Reference and administration details

Charity name

Windsor Hill Wood

Other names charity is known by egistered charity number (if any) Charity's principal address
	1174810
	Rock House, Windsor Hill Lane
	Windsor Hill
	Shepton Mallet
	Postcode	BA4 4JE

Registered charity number (if any) 1174810

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Peter Dennis	Chair
Sue Crisfield	Secretary
Mark Bagott		Appointed 16/9/23
Virginia Membrey
Anne Martin
Steve Bruce-Jones	Treasurer	Appointed 27/7/22
Hazel Rumsey		Appointed 24/9/22












Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name		Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser	Name Address	Name Address
Independent Examiner	Simone Paull ACMA



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

Section B Structure, governance and management

Description of the charity’s trusts

	Type of governing document	Constitution
	(eg. trust deed, constitution)
	How the charity is constituted	CIO
	(eg. trust, association, company)
	Trustee selection methods (eg. appointed by, elected by)	Nominations for Trustees are put forward by existing Trustees and discussed at a regular meeting. If there isn’t universal agreement a Trustee vote is held(no vote has been required to date)
Additional governance issues (Optional information)
Youmay chooseto include
additional information, where
relevant, about:		The Trustees continued their review of policies and procedures during the
	policies and procedures	year. A revised Policy for Health and Safety has been adopted.
	adopted for the induction and
	training of trustees;	A register of major risks has been developed and is being regularly
	the charity’s organisational	reviewed
	structure and any wider
	network with which the charity
	works;
	relationship with any related
	parties;
	trustees’ consideration of
	major risks and the system
	and procedures to manage
	them.

Section C Objectives and activities

March 2012

TAR

Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)	Windsor Hill Wood exists to provide temporary accommodation and refuge to those who are in need of it. We are driven by three core charitable objectives:  The relief of those in need, hardship and distress  The preservation and promotion of good mental and health  The advancement of the Christian religion
	Windsor Hill Wood offers hospitality to both long term and short term guests. The long term stays are the focus of the work at Windsor Hill Wood, allowing appropriate time for guests to become part of the rhythm of life and community, to have time away from their challenging situations and to have time for a certain level of recovery. However, having short term guests if space allows, supports a healthy and fresh dynamic and can also provide significant help to those guests to enable them to reflect on their next steps. Windsor Hill Wood helps its guests to develop resilience and independence through life in a supportive community. The rhythm includes outdoor tasks such as forestry, livestock management, horticulture, communal catering and opportunities to learn new skills. Windsor Hill Wood is open to all, regardless of religion, or absence of religion. The Wardens are Christians as are some of the Trustees so the daily and weekly rhythm of Windsor hill wood includes moments of reflection and silence. The Trustees meet formally every two months where the meetings are recorded. Informal unminuted meetings are held in the intervening months where everybody is kept updated. The Trustees have had regard to the guidance issued by the Charity Commission on public benefit.

Summary of the objects of the
charity set out in its governing
document
Summary of the main activities
undertaken for the public
benefit in relation to these
objects (include within this
section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on public benefit)

Windsor Hill Wood exists to provide temporary accommodation and refuge
to those who are in need of it. We are driven by three core charitable
objectives:

The relief of those in need, hardship and distress

The preservation and promotion of good mental and health

The advancement of the Christian religion

Windsor Hill Wood offers hospitality to both long term and short term
guests. The long term stays are the focus of the work at Windsor Hill
Wood, allowing appropriate time for guests to become part of the rhythm
of life and community, to have time away from their challenging situations
and to have time for a certain level of recovery. However, having short
term guests if space allows, supports a healthy and fresh dynamic and
can also provide significant help to those guests to enable them to reflect
on their next steps.
Windsor Hill Wood helps its guests to develop resilience and
independence through life in a supportive community. The rhythm includes
outdoor tasks such as forestry, livestock management, horticulture,
communal catering and opportunities to learn new skills.
Windsor Hill Wood is open to all, regardless of religion, or absence of
religion. The Wardens are Christians as are some of the Trustees so the
daily and weekly rhythm of Windsor hill wood includes moments of
reflection and silence.
The Trustees meet formally every two months where the meetings are
recorded. Informal unminuted meetings are held in the intervening months
where everybody is kept updated. The Trustees have had regard to the
guidance issued by the Charity Commission on public benefit.

Additional details of objectives and activities (Optional information)

March 2012

TAR

Windsor Hill Wood welcomes volunteers, both regular and one-off. There is a regular Wednesday volunteer work party in the woods and grounds.

We host work parties during the year as well as an Open Day for volunteers and supporters.

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

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance

The most significant event of the year was the handover from the Warden Summary of the main Family that had been in residence for the last 5 years to a new family of achievements of the charity husband and wife wardens. The transition started in July 2023 and led to during the year a period of reduced activity although the long term guests were permitted to stay during the handover while the new team came up to speed. The new warden team was reinforced by the appointment of an assistant warden at the end of the year. Stayed open all year. During the year we welcomed 11 long term guests (individuals staying for longer than a month - average stay 11 months) and 5 short term guests (individuals staying for less than a month - average stay 8 nights) Ran equine therapy session for 4 guests. Supported past guests with follow up email or phone calls after their departure. The number of volunteers increased significantly with an average weekly attendance of 9 with a wide of skills used to support and teach our guests. Reduced livestock numbers to balance work load with large projects that required more immediate attention. The year has seen a recognition that the built infrastructure at Windsor Hill Wood is in need of significant maintenance. The biomass boiler which provides heating and hot water failed and has been replaced in a new purpose-built boiler house. The wardens accommodation was redecorated and a programme of building improvement is under way. The old crusher building has been restored by guests and volunteers to create a meeting/training room in the woods for use by the community and private hirers which will be known as The Retreat. The area of woodland that holds the Forest School had to be cleared of 22 dying and dead ash trees. Forest School activities were put on hold until the trees were cleared and the area made safe.

Section E Financial review

March 2012

TAR

Brief statement of the charity’s policy on reserves

Details of any funds materially in deficit

Reserves are held to meet the day to day cash flow requirements of any unforeseen eventuality, as Windsor Hill Wood has obligations to both guests and long-term volunteers The Reserves Policy states that unrestricted cash equivalent to 3-6 months of budgeted unrestricted expenditure should be maintained. Reserves can currently be used to cover any shortfall in funding the organisation’s costs. Year end reserves stood at 4 months

The Biomass Boiler Fund ended the year with a £4,738 deficit which was covered by an indefinite interest-free trustee loan. Due to the critical nature of this project the charity had to proceed before all funding had been secured

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Fund values: Income was largely unchanged from last year (increased additional information, where grants offsetting reduced private donations) but increased costs (of relevant about: mortgage interest, food and utilities) led to a significant £11,800 reduction  the charity’s principal in the value of the General Fund to £22,945. sources of funds (including With the exception of the Biomass Boiler Fund (see above) the restricted any fundraising); funds increased in value by £5,540 due to some successful fundraising  for specific projects.

how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Peter Timothy Dennis Position (eg Secretary, Chair, Chair etc)

March 2012

TAR

Date 27 November 2024 TAR March 2012

CHARITY COMMISSION | FOR ENGLAND ANO WALES 1174810 Receipts and payments accounts CC16a For the period To 15tA 2023 31st March 2024 Section A Receipts and payments Lndown)ni fund• Totsl funds Last ye•r lunds fund¥ totr r•rest E A1 R•cei ulai Donabons Ad ho¢ Don9tior 9347 JJ.09) 1124 13. 22.6(+1 1,503 629 1.729 •,247 33,399 2,124 12,724 42.88e Grants Res¥JenD Conirth&y Fund GefjeiatlDn eed ITr torWI. & RHI Other IDcome 22,8Q5 .691 1.5Ft3 029 1.729 3.6JS 820 183 Sub tot1 (Gtvss income for ARJ 114070 116,401 Jl.113 A2 A•¥•t and Inv••trwtt •al••. Loans r8ceNwl Aga•l Sa lJ.489 13,4J9 379,WJ 2.000 511.990 Sub total 13,4BI 13,469 14.M3 44.WZ 129.116 498.398 A3 PA m•nt• staff Costs Hougèkewng C(ts V0nt$ Costs Forèiri, agAC1• & •rurn4 C¢M R•wrs and m•ni•n•nce Eouiprn•ni purch•t•A hK• v1¢e0118 Thoiawfor rewO•nty 21.631 a71 12.éJ6 127 41J 22.JOO 19,14• 0.8s• 7gJ 3.034 11.274 5.110 17.759 1,210 1,704 2.081 3.e 3,591 1.997 4J 720 Offlce & Athnotr•tion 1.706 1US 210 3210 2.131 211OS Prot•onil Fw• I s r.0iinr4 Tty InsurFncp costs Intere61 gnd bank chaf 210 2.1 22.18S 8,6¥3 1.633 Sub totsl 21,574 77.309 A4 As$•t •nd Investm•nt purcha&•s, Is•• tsblel Asset urchases Loanimo ere D¥¢iè89e.n cre<btor4 S41870 4.505 455 549.910 ents rnjue 73 941 941 15.415 Sub total Tolal paymefi(s 100.362 11.574 121,137 627,215 Net of rnc0ipts/(p•ymtsj A5 Tr•nsfers b•twwn funds A6 Cash funds last wr •nd Cash lunds this end 15.8OQ £i.028 7,228 128,8 34,745 22, 9,952 28.980 416117 51,92S 173.517 44,697 CCXX R1 accourts (SSI 03106r2024

Section B Statement of assets and liabilities at the end of the period R•str,.- funds to Rea1£ Cat•gorl•s D•t•l funds to netrei£ funds to Aoare%t£ B1 C••h fund• Cwh 41 bwk 21812 3.ISS 135 COIF Ch•• O•wFund 25 8?s Total cash fvnd8 28.980 Unrnstrlct•d fvnds t# n•r•st£ R•thct•d fvnd• n•ar•%i£ Endowmnt fund• t# ft•aM$t¢ 82 Oth•r mon•try Fund toh Curfvht v4lu• l)•tils 83 Inve•tment i•s•t• Currnnl ¥•lu• nal B4 A88èts r•taln•d for th• ¢hirSty's u 3.798 573.370 ProFty IRc¢k lw1 Fund b) Afflovntdu• Wh•n du• Delails 86 Llabllltl•• 350,942 GenEra IUDro1 75. GU{unr•tr I 841 Sunod by one or InJ•eson thall of all Ihe truèe• S•n8lur• Piinl N¥mo Dole of roval m)n 13ftJ7Q024 CCXX R2 accounts ISSI

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