Trustees’ Annual Report for the period
From 6[th] April 2021 Period start date To 5[th] April 2022 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 2021 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. Commissioning the manufacture and erection of a new site information board at the entrance to the Yew Tree Avenue 6. Carrying out further repairs to the surface of the car park. 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:
----- Start of picture text -----
SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
Our team of volunteers has carried out a
Para 1.38 range of duties including periodic visitor
Contribution made by surveys and litter picking. Arrangements
volunteers have continued with Rutland County
Council to provide a litter bin and a
regular collection.
Other
----- End of picture text -----
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. This work has continued with an annual professional clip of all trees each year (September 2020 and October 2021) , further improving their health and appearance every year. Similarly, annual maintenance of the grassland in accordance with professional ecology and biodiversity advice, has improved the nature of the site as a visitor attraction. |
|
|---|---|---|---|
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 2022 of £21764 will allow us to Clip the entire avenue again in September 2022. The situation for a further full clip in **2023 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 £13k 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 | |
| 21stJuly 2022. | ||
| 21stJuly 2022. |
Clipsham Yew Tree Avenue Trust 1178614 Receipts and payments accounts CC16a For the period 6th April 2021 5th April 2022 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 3,018 4,771 - - - - - 7,789 - - - 7,789 - 550 58 25 - - 633 - - - 633 7,156 - 2,949 10,105 |
Restricted funds to the nearest £ 3,860 9,000 449 - - - - - 13,309 - - - 13,309 9,192 1,548 1,515 - - - 1,387 - - 13,642 - - - 13,642 - 333 - 11,992 11,659 |
Endowment funds to the nearest £ |
Total funds to the nearest £ 6,878 13,771 449 - - - - - 21,098 - - - 21,098 9,192 1,548 1,515 550 58 - 1,412 - - 14,275 - - - 14,275 6,823 |
Total funds to the nearest £ 6,878 13,771 449 - - - - - 21,098 - - - 21,098 9,192 1,548 1,515 550 58 - 1,412 - - 14,275 - - - 14,275 6,823 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations | 3,018 | - - - - - - - - - |
6,878 | 4,293 | ||
| Charitable Donations | 4,771 | 13,771 | 12,313 | |||
| Other Income | 449 | 3,318 | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
7,789 | 21,098 | 19,924 | |||
| A2 Asset and investment sales, (see table). |
||||||
| - | - - - |
- | ||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 21,098 | 19,924 | ||||
| Yew Tree Clipping | - - - - - - - - - - |
9,192 | 9,000 | |||
| Site works | 1,548 | 12,609 | ||||
| Grass & hedge maintenance | - | 1,515 | 1,465 | |||
| Insurance | 550 | 550 | 536 | |||
| Website maintemance | 58 | 58 | 58 | |||
| Printingand stationery | - | 220 | ||||
| Sundry | 25 | 1,412 | - | |||
| - | - | - | ||||
| - | - | - | ||||
| **Sub total ** | 633 | 14,275 | 23,888 | |||
| A4 Asset and investment purchases, (see table) |
||||||
| - | - - - |
- | ||||
| - | - | |||||
| **Sub total ** | - | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | 14,275 | 23,888 | ||||
| 7,156 | - 333 | - | 6,823 |
- 3,964 | ||
| - | - | - - |
- | - | ||
| 2,949 | 11,992 | 14,941 | 14,941 | |||
| 10,105 | 11,659 | - | 21,764 | 10,977 |
CCXX R1 accounts (SS)
28/09/2022
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 B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Not applicable Details Total cash funds (agree balances with receipts and payments account(s)) Not applicable BANK ACCOUNT Details Details Not applicable Details Not applicable Sue Thomas Signature C J Bacon |
Unrestricted funds Restricted funds to nearest £ to nearest £ 10,105 11,659 - - - - 10,105 11,659 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 | 30/04/2022 | |
| Sue Thomas | Susan Mary Thomas | 30/04/2022 |
CCXX R2 accounts (SS)
28/09/2022
2