## **Trustees’ Annual Report for the period** ## **From 6[th] April 2022 Period start date To 5[th] April 2023 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 2022 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. **| **----- Start of picture text -----**
5. Commissioning the manufacture
and installation of three new
benches for visitors to take rest in
the 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
**----- End of picture text -----**
## **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, October 2021 and**
**October 2022) , 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 2023 of £12,031 plus funds raised**
**after that date will allow us to Clip most**
**of the Avenue again in September 2023.**
**The situation for a further full clip in 2024**
**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 £13k to £15k**
**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 reservesheld|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
any fundraising)|Para 1.47|| |---|---|---| |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|**See paragraph 1.41 above.**| |Other||**Not applicable**| ## **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| ||10th July 2023|| ||10th July 2023|| |**Clipsham Yew Tree**|**Avenue Trust**||**1178614**|| |---|---|---|---|---| |**Receipts andpayments accounts**||||**CC16a**| |**For the period**
**from**|6th April 2022|**To**|5th April 2023|| ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**960**
**71**
**-**
**-**
**-**
**-**
**-**
**1,031**
**-**
**-**
**-**
**1,031**
**380**
**-**
**551**
**58**
**394**
**70**
**-**
**-**
**1,453**
**-**
**-**
**-**
**1,453**
**- 423**
**-**
**10,105**
**9,683**|**Restricted**
**funds**
**to the nearest £**
**2,525**
**1,898**
**457**
**-**
**-**
**-**
**-**
**-**
**4,880**
**-**
**-**
**-**
**4,880**
**12,540**
**1,651**
**-**
**-**
**-**
**-**
**-**
**14,191**
**-**
**-**
**-**
**14,191**
**- 9,311**
**-**
**11,659**
**2,348**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**3,485**
**1,969**
**457**
**-**
**-**
**-**
**-**
**-**
**5,911**
**-**
**-**
**-**
**5,911**
**12,540**
**380**
**1,651**
**551**
**58**
**394**
**70**
**-**
**-**
**15,644**
**-**
**-**
**-**
**15,644**

**- 9,734**|**Total funds**
**to the nearest £**
**3,485**
**1,969**
**457**
**-**
**-**
**-**
**-**
**-**
**5,911**
**-**
**-**
**-**
**5,911**
**12,540**
**380**
**1,651**
**551**
**58**
**394**
**70**
**-**
**-**
**15,644**
**-**
**-**
**-**
**15,644**

**- 9,734**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---| |Donations|**960**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**3,485**||**6,878**| |Charitable Donations|**71**|||**1,969**||**13,771**| |Other Income||||**457**||**449**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**1,031**|||**5,911**||**21,098**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**||**-**
**-**
**-**|**-**||| ||**-**|||**-**||**-**| |**_Sub total_**|**-**|||**-**||**-**| |**_Total receipts_**
**A3 Payments**||||||| ||||**-**|**5,911**||**21,098**| |||||||| |Yew Tree Clipping|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**12,540**||**9,192**| |Site works|**380**|||**380**||**1,548**| |Grass & hedge maintenance|**-**|||**1,651**||**1,515**| |Insurance|**551**|||**551**||**550**| |Website maintemance|**58**|||**58**||**58**| |Printingand stationery|**394**|||**394**||| |Sundry|**70**|||**70**||**1,412**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_ **|**1,453**|||**15,644**||**14,275**| |||||||| |**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_**||||||| ||||**-**|**15,644**||**14,275**| |||||||| ||**- 423**|**- 9,311**|**-**|
**- 9,734**||**6,823**| ||**-**|**-**|**-**
**-**|**-**||**-**| ||**10,105**|**11,659**||**21,764**||**21,764**| ||**9,683**|**2,348**|**-**|**12,031**||| CCXX R1 accounts (SS) 04/08/2023 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 £**
**9,683**
**2,348**
**-**
**-**
**-**
**-**
**9,683**
**2,348**
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|10/07/2023| ||Sue Thomas|Susan Mary Thomas|**10/07/2023**| CCXX R2 accounts (SS) 04/08/2023 2