## **Trustees’ Annual Report for the period** ## **From 6[th] April 2020 Period start date To 5[th] April 2021 Period end date** **Charity name: Clipsham Yew Tree Avenue Trust** ## **Charity registration number: 1178614** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**In summary, the objects of the charity**
**are: For the public benefit**
**1) To promote the conservation,**
**protection and improvement of the**
**physical and natural environment**
**of the Clipsham Yew Tree Avenue**
**amenity and related areas**
**2) To advance the education of the**
**public in the natural history of the**
**flora and fauna of the Clipsham**
**Yew Tree Avenue amenity**
**3) To assist with the provision of**
**facilities in the interests of social**
**welfare for recreation and leisure**
**time occupation in order to**
**improve conditions of life for**
**those living, visiting or working in**
**the area of benefit.**| |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|**During the year the main activities carried**
**out, having regard to the guidance issued**
**by the Charity Commission, on public**
**benefit, are as follows:**
**1. Professional trimming of 137**
**mature yew trees during**
**September and October 2020 to**
**restore the shape and texture of**
**the trees**
**2. Early season grass cutting of the**
**rides and end of season (August)**
**cutting, baling and removal from**
**site of hay to encourage wild**
**flower meadow creation of the**
**main ride.**
**3. Cutting of hedges and removal of**
**arisings**
**4. Strimming and clearing of ditches**
**and water courses and removal of**
**arisings. **| **5. Creation of a new hardbound pathway suitable for wheelchair users, leading from the car park to the main central ride thus replacing a rough grass access unsuitable for wheelchairs 6. Installation of two seating benches and four picnic tables for public use. 7. Installation of two interpretation boards one showing the history of the Avenue, the other showing flora and fauna to be seen across the site. 8. Refurbishment of the car park surface.** Statement confirming Para 1.18 whether the 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|| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|**Our team of volunteers has carried out a**
**range of duties including periodic visitor**
**surveys and litter picking. Arrangements**
**have continued with Rutland County**
**Council to provide a litter bin and a**
**regular collection.**| |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|**When we completed our negotiations**
**with Forestry England in June 2018 and**
**our agreement to care for the site was**
**first established, the yew trees had not**
**been cut for 4 years. The professional**
**clipping in September 2019 achieved a**
**remarkable degree of restoration which is**
**intended to continue with an annual clip**
**of all trees in September each year,**
**further improving their health and**
**appearance every year.**
**The professional clip in September 2020**
**further improved the appearance and**
**health of the trees and the Avenue as a**
**whole.**| |---|---|---|---| **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|**Each year we agree with Forestry**
**England a Management Plan for the Yew**
**Tree Avenue for the year ahead, and at**
**the end of the year, we report on the**
**achievement of that Plan.**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**Since 2019 our fund-raising efforts can**
**be considered entirely successful, based**
**upon our success in gaining specific**
**grant funding for defined projects and**
**supported by very generous donations**
**from a few local individuals. However, we**
**have to report that the climate for fund-**
**raising has significantly deteriorated**
**since the Covid pandemic began in**
**March 2020 and we can no longer be**
**confident that we will be able to continue**
**to raise the £15k to £20k per annum**
**which is necessary to maintain this site**
**in a welcoming condition. We also note**
**that the Covid pandemic is also partly**
**responsible for our site receiving a**
**significant additional number of visitors**
**compared with earlier years and a good**
**number of these are coming from greater**
**distances than before. **| |Investment performance
against objectives|Para 1.41|**Not applicable**| |Other||**Not applicable**| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Our Charitiy’s cash reserves at the 5th**
**April 2021 of £14,940 will allow us to Clip**
**the entire avenue again in September**
**2021. The situation for a further full clip in**
**2022 is less certainat the present time. **| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Our financial policy is to ring-fence**
**sufficient funds as soon as they are**
**available for the main clipping project**
**which is estimated to cost £11k to £12k**
**each September. Maintaining the**
**grassland, ditches and hedges is also an**
**essential requirement and is estimated to**
**cost a further £2,000 at present day**
**prices. Any other desired improvements**
**for the public experience need to be**
**successfully funded by new grant**
**applications before any commitments are**
**made.**| |Amount of reserves held|Para 1.22|**Not applicable**| |Reasons for holding zero
reserves|Para 1.22|**Not applicable**| |Details of fund materially in
deficit|Para 1.24|**Not applicable**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted **See paragraph 1.41 above.** A description of the principal Para 1.46 risks facing the charity **Not applicable** Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**CYTAT is established as a Foundation**
**CIO**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Foundation 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|**The three founding trustees remain in**
**post. It is not our present intention to**
**admit additional Trustees.**
**If and when additional Trustees are**
**invited the three founding trustees will**
**reach agreement on candidates and**
**appointments. **| ## **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|Clipsham Yew Tree Avenue Trust| |---|---| |Other name the charity uses|Not applicable| |Registered charity number|1178614| |Charity’s principal address
For Contact|Mr Clifford Bacon
The Old Schoolhouse,
CLIPSHAM
Oakham
RutlandLE157SE| ||| ## **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(if any)**| |---|---|---|---|---| ||Dr Patrick Candler|Chairman||| ||Mrs Sue Thomas|Publicity and
Website||| ||Mr Cliff Bacon|Secretary and
Treasurer||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| Corporate trustees – names of the directors at the date the report was approved **Director name Not Applicable** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year **|| |---|---|---| |**Not applicable**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets Not applicable 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 **Not applicable** ## **Other optional information** **Not applicable.** ## **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**|C J Bacon|Sue Thomas| |---|---|---| ||Clifford James Bacon|Susan Mary Thomas| ||

Secretary and Treasurer|Trustee| ||2ndMay 2021|| ||2ndMay 2021|| |**1178614**
**Clipsham Yew Tree Avenue Trust**
**Receipts andpayments accounts**
6th April 2020
5th April 2021
**To**
**For the period**
**from**
~~es ee ee~~|**1178614**
**Clipsham Yew Tree Avenue Trust**
**Receipts andpayments accounts**
6th April 2020
5th April 2021
**To**
**For the period**
**from**
~~es ee ee~~|**1178614**
**Clipsham Yew Tree Avenue Trust**
**Receipts andpayments accounts**
6th April 2020
5th April 2021
**To**
**For the period**
**from**
~~es ee ee~~|**1178614**
**Clipsham Yew Tree Avenue Trust**
**Receipts andpayments accounts**
6th April 2020
5th April 2021
**To**
**For the period**
**from**
~~es ee ee~~|**1178614**
**Clipsham Yew Tree Avenue Trust**
**Receipts andpayments accounts**
6th April 2020
5th April 2021
**To**
**For the period**
**from**
~~es ee ee~~|**1178614**
**Clipsham Yew Tree Avenue Trust**
**Receipts andpayments accounts**
6th April 2020
5th April 2021
**To**
**For the period**
**from**
~~es ee ee~~|**1178614**
**Clipsham Yew Tree Avenue Trust**
**Receipts andpayments accounts**
6th April 2020
5th April 2021
**To**
**For the period**
**from**
~~es ee ee~~|**1178614**
**Clipsham Yew Tree Avenue Trust**
**Receipts andpayments accounts**
6th April 2020
5th April 2021
**To**
**For the period**
**from**
~~es ee ee~~|5th April 2021|**CC16a**
~~-~~|**CC16a**
~~-~~|**CC16a**
~~-~~|**CC16a**
~~-~~| |---|---|---|---|---|---|---|---|---|---|---|---|---| |**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 £**|||**to the nearest £**|**to the nearest £**|| |**A1 Receipts**||||||||||||| |Donations|||**4,293**||**-**||**4**|**4,293**||**-**|**-**|| |Charitable Donations|||**12,313**||**-**||**12**|**12,313**||**-**|**-**|| |Other Income|**2,192**||**1,126**||**-**||**3**|**3,318**||**-**|**-**|| ||**-**||**-**||**-**||**-**|**-**||**-**|**-**|| ||**-**||**-**||**-**||**-**|**-**||**-**|**-**|| ||**-**||**-**||**-**||**-**|**-**||**-**|**-**|| ||**-**||**-**||**-**||**-**|**-**||**-**|**-**|| ||**-**||**-**||**-**||**-**|**-**||**-**|**-**|| |**_Sub total_**_(Gross income for_
_AR)_|_AR)_
**2,192**||**17,732**||**-**||**19,924**|**19,924**||**-**|**-**|| |**A2 Asset and investment sales,**
**(see table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_**
**2,192**
**17,732**
**-**
**19,924**
**-**
~~——————~~||||||||||||| |**A3 Payments**||||||||||||| |Yew Tree Clipping|||**9,000**||**-**||**9**|**9,000**||**-**|**-**|| |Site works|||**12,609**||**-**||**12**|**12,609**||**-**|**-**|| |Grass & hedge maintenance|**-**||**1,465**||**-**||**1**|**1,465**||**-**|**-**|| |Insurance|**536**||**-**||**-**||**536**|**536**||**-**|**-**|| |Website maintemance|**58**||**-**||**-**||**58**|**58**||**-**|**-**|| |Printingand stationery|**220**||**-**||**-**||**220**|**220**||**-**|**-**|| |Sundry|||**-**||**-**||**-**|**-**||**-**|**-**|| ||**-**||**-**||**-**||**-**|**-**||**-**|**-**|| ||**-**||**-**||**-**||**-**|**-**||**-**|**-**|| |**_Sub total_ **|**814**||**23,074**||**-**||**23,888**|**23,888**||**-**|**-**|| |**A4 Asset and investment**
**purchases, (see table)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total payments_**
**814**
**23,074**
**-**
**23,888**
**-**
~~——————~~||||||||||||| |**_Net of receipts/(payments)_**
**1,378**
**- 5,342**
**-**
**- 3,964**
**-**
**A5 Transfers between funds**
**-**
**- -**
**-**
**-**
**A6 Cash funds last year end**
**1,571**
**17,334**
**-**
**18,905**
**-**
**_Cash funds this year end_**
**2,949**
**11,992**
**- 14,941**
**-**
~~===>>~~||||||||||||| CCXX R1 accounts (SS) 03/05/2021 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Sue Thomas
Signature
C J Bacon
Not applicable
**Details**
**Details**
Not applicable
BANK ACCOUNT
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Not applicable
**Details**
Not applicable|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**2,949**
**11,992**
**-**
**-**
**-**
**-**
**2,949**
**11,992**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Clifford James Bacon
Susan Mary Thomas|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**zero**| ||||#VALUE!| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||C J Bacon|Clifford James Bacon|30/04/2021| ||Sue Thomas|Susan Mary Thomas|**30/04/2021**| CCXX R2 accounts (SS) 03/05/2021 2