CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustèesl members of AG E MAL￿￿1*1 On accounts for the year ended 31ST Cero6EQ 2oiL Charity no (rfany) 1115 OGG Sèl out on pages I report to the trustees on my examination of the accounts of the above charity {°the Trust") for the year ended 31 / 1 0/20 2L Rosponsiblllties and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 20111.the Acr). I report in respect of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in carrying out my examination. I have followed the applicable Directions giv8n by the Charity Commission under section 145(51{b} of the Act. I have completed my 8xamination. I confimi that no material matters hav8 come to my attenlion I ") in ￿nnectIOn with the examination which gtves m8 cause to believe that in. any material respect: accounllng records werè not kept in accordance ￿th section 130 of the Act or the accounts do not accord wilh the accountlng records Independent examlner's statement I have no concem5 and have come across no other matters in connection wlth the examination to which attenlion should be drawn in order to enabl8 a prop8r underslanding of the accounts to be reached. ' Please delete the words in the brackets if they do not appty. Date: 28/oEI io Signed: Namo: LALAJIA CAATt Relevanl professional quallfication(s) or body (if any): AA1 Address: TAyLCQHC68S Lim ITQD, CHÉ TLe£s 6A12NI , ALLOT LAN&, DtlQkes HTONI Pcosfviooe, ooce TCQSHIQE, LOO10 IAL IER October 2018 Section B Disclosure Only complete ff the examlner needs lo highlight mattors of concern (see CC32, Independent examination of charity accounts.. directions and guidano for examiners). Give here brief detalls of any itoms that the examiner wishes to disclose. IER October 2018 alvern Treasurerfs 301h October 2024 nnual ortfor2 Colln M. Reed. Treasurer Introduction This report cov.ers the period from 31* October 20Z3 (Ihe eThJ of tho last financial yeaT (Pf) ft)r us) to 30th October 2024, i.e. a cornplete financial year. Currently, we have three separats a<￿￿nts Imder th8 EnpgeMalv8m (EM) umbrella wh are summaris8d as follows. 1. Malvem Festival of Ideas (MFI). 2. South Worc8ster5hire Community Tntst (SWCLT). 3. EM Other - which u)vers 0th8r actsvlli￿ suth as trainlng arKI organlslng publ debates on issues of local (xxKem. 1. Malvem Festival of Ideas 2024 Income (£) 1. Transfer from previo￿8 FY Exp￿dIture (£) Relmbursement of costs (In four instalments) 00.00 27,593.90 2. Malvem Town Council grant 3. Elmley Foundation ryant 7,5(KJ.IXI 4. Heart of England grant 1,(KlO.C 5. MHDC (for MFI 2024 & 2025) 1,000. 6. Total ticket sales 10,957.31 7. An0n￿noUS donation 7,136.59 Total income: 28,093.90 Totsl exF*ndlturn: 27.593.90 Balance: £SOO.00 {to be carrlod 0￿r for MFI 2025) Notes a) Andrew Webb, the Feslfval organis8r, has s8tU8d all costs and 0x￿s8$ ar¥J has been fully relmburned from tha total Income as shovjn abov8. {H6 holds the detailed acownts for the Feslval.) b) We are very grateful to the Malvem Tovffl Coundl Council for thelr grant of £500, to The Elmley Foundalk>n ft)r thelr grant of £7￿Tr). to th8 Heart of Englarnl for tIHr grant of £1000 and, finally, to the Malvern Hills Distrfct Councll (MHDC) for th8ir grant for this year of £500. Th8 lattèr has also awardèd a grant of £500 for next year's Malv8m Festlval of Ideas {MFI 2025). That flgure is Included h8r8. c) The anonymous donatlon of £7,136.59 made to settle th8 MFI 2024 account was glft aided. Wa can claim back 25% of this. l.e. £1.784.14, from HMRC whl¢h wli I go towards the costs of MFI 2025. The clalm Is pendlng and d088 not appear In thls ac￿U￿t 2. South Worc6stershirn Community Land Trust (SWCLT) Incorna {£ Share capltal tran8f8r trom prevlous FY (25 x £18hares} Expendltur• (£) Transfer to EM Other Account 25.00 25.00 Total Incomo: 25.00 Total •xpondtturo: 25.00 Bal•nc•: £00.00 Notes a) The SWCLT ceased operatlon8188t year no further Incom• or experxllture to tsken Into account th18 year. b) It wa8 agr88d at the last EM AGM on 22nd May 2024 to transfer the 8hare capltal of £25 from the SWCLT ac￿Unt to tha 'EM Otherf account as It Se8m8d unllkely that tho shareholders would want to clalm thelr £1 each (In prlnclple glfted to them by the SWCLT). They are frea to do 80 If they wlsh. 3. EM Other Incomo (£) Expendlture (£) 1. Transfer from prevlous FY. 1,153.98 None 2. Transfer from SWCLT Account 25.00 Total Income: 1,178.98 Total exp•ndlturn: 00.00 Balan¢0: £1,178.98 Note There has b88n no actlvlty under EM 0th8r In the current Ilnancial year. ank balance Th8 balan￿S from Ihe thre8 a1X￿nts above total £1,678.98 whth agrees with the total balan￿ In tl* EM Cmperalive Bank acreference|| |---|---|---| |Summary of the purposes of the
charity as set out in its governing
document|Para 1.17|The objectives of EM are: i) To develop the capacity
and skills of the members of the socially
disadvantaged communities of Malvern and its
surrounding villages in such a way they are able to
identify and help meet their needs and to
participate more fully in society.
ii) The advancement of education for the public
benefit in Malvern and surrounding villages in
South Worcestershire and North Herefordshire in
the areas of citizenship, science, religion,
philosophyand ethics.| |Summary of the main activities in
relation to those purposes for the
public benefit, in particular,the
activities, projects or servicesidentified
in the accounts.|Para 1.17 and
1.19|Regarding its first objective, EngageMalvern (EM)
promoted the establishment of SWCLT and has
supported SWCLT to develop genuine affordable
secure rentable homes in convenient locations in
South Worcestershire, and particularly for those
with working links in the localities of South
Worcestershire and who are aged 16 to 35. WCLT
was registered with the Financial Conduct Authority
(FCA) in 2020 as a community benefit society (non-
charity, registration number 8593) to give good
operational flexibility and independence, although
it was recognised that an annual corporation
company tax return would be necessary and there
would be liability to VAT for any larger income
generated.
Regarding its educational objective for the benefit
of the community, EngageMalvern ran a weekend
event called The Malvern Festival of ideas, on the
theme of_Telling Tales_, which explored the power
of storytelling, both in the narratives themselves
but also in the ideas theyconvey.| |Statement confirming whether the
trustees have had regard to the
guidance issued by the Charity
Commission on public benefit|Para 1.18|The Trustees have regard to the guidance issued by
the Charities Commission on public benefit.| Charity Accounts templates – Trustees’ annual report for the period October 2021 ## 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|Volunteers have assisted with the delivery and
organisation of the Malvern Festival of Ideas,
helped with IT issues, including the maintenance of
a website, and have joined working groups to
provide ideas and experience for the transport and
housing projects.| |Other||| Charity Accounts templates – Trustees’ annual report for the period October 2021 ## 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|Objective i) The charity EngageMalvern (EM)
promoted the establishment of SWCLT and has
supported SWCLT to develop genuine affordable
secure rentable homes in convenient locations in
South Worcestershire, and particularly for those
with working links in the localities of South
Worcestershire and who are aged 16 to 35. WCLT
was registered with the Financial Conduct Authority
(FCA) in 2020 as a community benefit society (non-
charity, registration number 8593) to give good
operational flexibility and independence, although
it was recognised that an annual corporation
company tax return would be necessary and there
would be liability to VAT for any larger income
generated.
During the subsequent four-year period 2020-2024
seven land sites in the Malvern area have been
actively pursued, including a rural exception
landsite and a brownfield landsite. Draft architect
plans for three of these sites have been developed
based on off-site factory manufacture of quality
one-bedroom independent sustainable homes, for
15-25 homes per site, and allowing for rapid
installation of homes on the sites. A pre-planning
assessment was obtained from the Malvern Hills
District Council (MHDC) Planning Authority for a
site owned by the Council and very convenient to
all facilities (transport, shops, recreation) in the
Malvern Town centre. With the support of Council
housing officers SWCLT sought a Memorandum of
Understanding (a non-legal MoU) for this site to
enable a SWCLT application for grant-funding to be
submitted to national housing development
funders. Such funding is essential to provide
finance to enable preparation and submission of a
community planning application supported with
site community engagement activities. Regrettably
MHDC would not provide this necessary support.
Working contacts were made with a regional
housing association, with two Midlands housing
charities supporting young adults, with the
Worcestershire City Council housing department,
and particular support was received from two
Malvern councilors, the Malvern Civic Society and a
local estate agent. The Worcester Diocese was
unable toprovide church-landpossibilities. Full| Charity Accounts templates – Trustees’ annual report for the period October 2016 membership of the national Community Land Trust Network provided access to national monthly online seminars providing excellent information and contacts. The EM charity membership of the local Chamber of Commerce, and the EM provision of financial/banking support have both been very good. A review of the situation, particularly the lack of support from MHDC as identified above, was undertaken by trustees/secretary present at the September 2023 AGM, at a subsequent EM meeting, and the proposal to de-register SWCLT was approved. This was implemented by FCA on 5th April 2024. A final company annual tax return to HM Revenue & Customs is due by 31st March 2025; this will simply advise "no trading" during the period. Charity Accounts templates – Trustees’ annual report for the period Objective ii): This year, the Malvern Festival of Ideas had the title, of Telling Tales, which explored the power of storytelling, both in the narratives themselves but also in the ideas they convey. The power of storytelling lies not only in the narratives themselves but also in the ideas they convey. Stories have the remarkable ability to introduce, explore, and propagate ideas in a compelling and impactful way. They can communicate complex concepts, moral dilemmas, and philosophical insights with depth and nuance. By weaving ideas into narratives, storytellers can challenge existing beliefs, inspire new perspectives, and spark transformative change. Stories provide a fertile ground for exploring thought-provoking themes, tackling societal issues, and examining the human condition. They ignite our curiosity, encourage critical thinking, and invite us to reflect on our own beliefs and values. Through the interplay of ideas and storytelling, we are presented with an opportunity to engage with and shape the world around us, as ideas take root and grow within the fertile soil of the human imagination In the previous year we received a grant from the Elmley Foundation. The purpose of the grant was to commission a new website, and visual identity and marketing collateral, as set out in our application. The benefits were • a new website with a visual identity and framework allows annual consistency of evergreen information, as well as a visible refresh of content aligned to each year’s programme and theme; • a strong visual identity of the Festival though a refreshed logo and set of simple design October 2016 and brand principles can applied across all future digital and print products. However, in addition, we believe that having this strong online presence enabled us to develop the 2025 Festival programme early, which in turn meant that publicity and promotion began earlier in the Festival year. The feedback from Festival-goers, workshop leaders, community groups for the 2024 Festival was extremely positive. One of its key features is its friendly atmosphere. It is a festival where people can engage each other in conversation. It involves community groups – there were stalls by several local groups and some of the _Exploring The Theme_ sessions were led by local people. This was the third in-person event since the pandemic and took place at Malvern St James Girls’ School. The programme included prominent names from the world of science, politics, economics and literature. The opening speaker was Chris Packham wwho told the story of how Earth’s most incredible creations – life and intelligence – are set to have the same lasting impact on Earth’s story as any meteorite or earthquake. Other speakers included Mairia Cahill, Ben Garrod, Yasmin Alibhai-Brown, Marina Cantacuzino and Randall Wright. In addition, we had a special event for schools with Onjali Rauf at Malvern Cube on the Friday of the Weekend. ## Additional information (optional) You may choose to include further statements where relevant about: ||SORP
reference|| |---|---|---| |Achievements against objectives set|Para 1.41|The feedback from the public for the educational
event was highly favorable and the event is
deemed to meet the objective of advancing the
education of the local community in the areas of
citizenship,science,religion, philosophyand ethics.| |Performance of fundraising activities
against objectives set|Para 1.41|Fund-raising was achieved through donations and
helped EngageMalvern meet its objectives for the
year.| |Investment performance against
objectives|Para 1.41|No investments| Charity Accounts templates – Trustees’ annual report for the period October 2016 Other Charity Accounts templates – Trustees’ annual report for the period October 2016 ## Financial Review ||SORP
reference|| |---|---|---| |Review of the charity’s financial
position at the end of the period|Para 1.21|The total income for this financial year was
£28,093.90.The total expenditure was £27,593.90.
This left a balance (credit) of £1679 which was
intended to support the charities objectives in the
followingfinancialyear.| |Statement explaining the policy for
holding reserves stating why they are
held|Para 1.22|EngageMalvern currently does not have a policy of
building up reserves to support future activities. It
aims to at least balance books at the end of a
financial year. Any surplus is already earmarked for
the next year’s activities and is too small to be
considered aproper reserve.| |Amount of reserves held|Para 1.22|Beyond the credit of £1679 noted above (and the
expected gift-aid tax return), none.| |Reasons for holding zero reserves|Para 1.22|A policy for holding reserves has not been
considered yet. Realistically, the current level of
income above expenditure does not allow it.| |Details of fund materially in deficit|Para 1.24|The charity is not in financial deficit| |Explanation of any uncertainties
about the charity continuing as a
going concern|Para 1.23|There are no current uncertainties about the
charity as a going concern| ## Additional information (optional) You may choose to include further statements where relevant about: ||SORP
reference|| |---|---|---| |The charity’s principal sources of
funds (including any fundraising)|Para 1.47|This year, funding was by voluntary donations
(some gift-aided), a single local government grant
and sales of tickets for some organised events
under the ‘Malvern Festival of Ideas’ initiative.| |Investment policy and objectives
including any social investment policy
adopted|
Para 1.46|Not applicable.| |A description of the principal risks
facing the charity|Para 1.46|| |Other||| Charity Accounts templates – Trustees’ annual report for the period October 2016 ## Structure, Governance and Management |Description of charity’s trusts:|SORP
reference|| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Founding 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|Trustees are appointed by the Trustee Board and
these appointments are ratified at the AGM.| ## Additional information (optional) You may choose to include further statements where relevant about: ||SORP
reference|| |---|---|---| |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|EngageMalvern has a board of Trustees. As below it
is actively seeking alliances with like-minded
organisations and is working with a wide range of
Local Authorities, Business networks, including the
local Chamber of Commerce, the Church of
England,as well experts in transport and housing.| |Relationship with any related parties|Para 1.51|The Trustees seek to form alliances with other like-
minded bodies and Institutions to help it meet its
objectives.| |Other||| Charity Accounts templates – Trustees’ annual report for the period October 2016 ## Reference and Administrative details |Charity name|EngageMalvern| |---|---| |Other name the charity uses|-| |Registered charity number|1175088| |Charity’s principal address|7 Willow Grove, Malvern, Worcestershire, WR14 2SE| ## Names of the charity trustees who manage the charity Trustee name Office (if any) Dates acted if not for Name of person (or body) whole year entitled to appoint trustee (if any) 1 Andrew Webb Chairperson Trustee Board 2 Barry Jones 3 Stephen Goodenough 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Charity Accounts templates – Trustees’ annual report for the period October 2016 Reference and Administrative details (cont) ## 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|| |---|---|---| |-||| |||| |||| |||| |||| |||| Charity Accounts templates – Trustees’ annual report for the period October 2016 ## Funds held as custodian trustees on behalf of others |Description of the assets held in this
capacity|None| |---|---| |Name and objects of the charity on
whose behalf the assets are held and
how this falls within the custodian
charity’s objects|None| |Details of arrangements for safe
custody and segregation of such
assets from the charity’s own assets|N/A| ## Additional information (optional) Names and addresses of advisers (Optional information) Type of adviser Name Address ## 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 Charity Accounts templates – Trustees’ annual report for the period October 2016 ## Declarations The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name: Andrew Robert Webb Position: Acting Chairperson Date: 13[th] August 2025 Charity Accounts templates – Trustees’ annual report for the period October 2016