||~~**Trustees**~~**'**~~**Annual Report**~~|~~**Trustees**~~**'**~~**Annual Report**~~|~~**Trustees**~~**'**~~**Annual Report**~~|~~**Trustees**~~**'**~~**Annual Report**~~|~~**Trustees**~~**'**~~**Annual Report**~~|~~**f**~~|~~**o**~~**r theperiod**|~~**o**~~**r theperiod**|~~**o**~~**r theperiod**|
|---|---|---|---|---|---|---|---|---|---|
|||||||||||
|||Period start date||||P|eriod end date|||
|||||||||||
|||||||||July|2024|
||**From**|1|August|2023|**To**|||||



## Section A                        Reference and administration details 

**Charity name** Blockley and District Allotment Association **Other names charity is known by Registered charity number (if any)** 1178722 

**Charity's principal address** 35 Winterway Blockley Moreton-in-Marsh **Postcode: GL56 9EF** 

**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||Joanne Waite|Chairperson and<br>Treasurer|||
||Clare Victoria<br>Turner|Secretary|||
||Jill Wright||||
||John Cecil Bentley||||
||Christopher Steven<br>Waite||||
||Marion Janner||||
||Alan Hart||||
||Elisabeth Anne<br>Davies||||
||||||
||||||



## **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** 

1 



## **Names and addresses of advisers (Optional information)** 

**Type of adviser Name Address 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 

- (eg. trust deed, constitution) 

> [Constitution ] 

How the charity is constituted 

- (eg. trust, association, company) 

> [Charitable Incorporated Organisation ] 

Trustee selection methods 

- (eg. appointed by, elected by) 

> [Elected by members at annual general meeting. ] 

## **Additional governance issues (Optional information)** 

Trustees are made aware of the Constitution, and of the three Charity You **may choose** to include Commission guideline documents on public benefit PB1, PB2 and PB3. additional information, where relevant, about: Trustees are made aware of the terms of an Agreement to Lease, together • policies and procedures  policies and procedures with a Lease Agreement, both of which set out the framework for Blockley and District Allotment Association’s use of the land it leases from Parham adopted for the induction and Park Trust. 

- policies and procedures  policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational 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** 

**Summary of the objects of the charity set out in its governing document** 

To further or benefit the residents of Blockley and the surrounding area without distinction of gender, sexual orientation, race or of political religious, or other opinions by providing allotment facilities in the interests of social welfare or recreational leisure time occupation with the objective of improving life for the residents. 

March **2012** 

**TAR** 

2 



The main activities undertaken for public benefit are the management of an allotment site and the further development of that site to benefit both plot holders and the wider community. Allotment gardening is well documented to have a positive impact on mental and physical well-being. 

The trustees meet at least four times a year to plan and monitor the day to day running of the allotments, membership matters, finances, fundraising activities and bi-annual health and safety review of facilities and individual plots, for the benefit and wellbeing of its members. 

**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)** 

The Trustees continue to create more opportunities for the public to get involved in Allotment gardening and the associated benefits. We confirm that the trustees have had regard to the Charity Commission’s guidance on public benefit. 

## **Additional details of objectives and activities (Optional information)** 

There is a significant contribution by volunteers in the form of maintenance on site, fundraising activities, peer to peer mentoring and development of the new site. 

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** 

3 



## Section D                      Achievements and performance 

**Summary of the main achievements of the charity during the year** 

The Blockley and District Allotments Association was registered as a charitable trust on 11 June 2018 and received a donation of £40 000 from the Parham Park Trust to move off land occupied under an informal rental arrangement for more than 100 years to an adjoining piece of land. The new site will be leased from Parham Park Trust under a 999-year lease agreement. 

The main achievements for the current review period are as follows: 

1. Supporting existing plot holders and new plot holders establishing an allotment garden for the first time. 

2. Creation of new communication channels for plot holders e.g. a WhatsApp group to improve peer to peer support and enhance the sense of community. 

3. Maintenance and improvement of facilities on the site. 

4. Promotion of the benefits of allotment gardening via events, articles in the local community magazine updates to website and social media presence. 

5. Successful participation in an Open Garden (National Garden Scheme) event. 

6. Successful “seed swap” event open to the wider community 

7. Successful sales of surplus produce at an honesty stand at the allotments entrance. This generates funds and provides the community with good quality, local vegetables, fruit and flowers for a modest donation. 

March **2012** 

**TAR** 

4 



## **Section E                    Financial review** 

**Brief statement of the charity’s policy on reserves** 

Reserves include a sum being held for an community gardening project (eg gardening for mental health or accessible gardening) subject to a suitable partnership organisation being found. There is ongoing expenditure on site development, this will continue over the coming years remains so some reserves remain. 

**Details of any funds materially in deficit** 

## **Further financial review details (Optional information)** 

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

- the charity’s principal sources of funds (including any fundraising); 

- 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)** Clare Victoria Turner 

**Position (eg Secretary, Chair, etc)** Secretary 

**Date** 30/10/2024 

March **2012** 

**TAR** 

5 



**Blockley and District Allotment Association (CIO Registration No. 1178722) Receipts and Payments Account for the year ended 31st July 2024** 

|**Receipts**<br>Donations (members and roadside produce)<br>Plot fees<br>Prize money<br>Easy Fund Raising<br>Events<br>Wine<br>Batsford donation<br>Total receipts<br>**Payments**<br>Site development<br>Insurance<br>Equipment running and maintenance<br>Admin and events<br>Vineyard project & orchard<br>Grass cutting<br>Total payments<br>**Net surplus for year**<br>Surplus brought forward 1.8.2023<br>**Surplus carried forward 31.7.2024**<br>**Represented by:**<br>Cash at bank<br>Petty cash|**Unrestricted**<br>**Funds**<br>**Restricted**<br>**Funds**<br>**Total Funds**<br>**Last Year**<br>**£**<br>**£**<br>**£**<br>**£**|**Unrestricted**<br>**Funds**<br>**Restricted**<br>**Funds**<br>**Total Funds**<br>**Last Year**<br>**£**<br>**£**<br>**£**<br>**£**|
|---|---|---|
||308<br>1,135<br>100<br>154<br>264<br>385|308<br>378<br>1,135<br>1,115<br>100<br>100<br>154<br>196<br>264<br>288<br>385<br>300<br>100|
||2,346|2,346<br>2,477|
||500<br>239<br>645<br>99<br>404<br>50|500<br>411<br>239<br>461<br>645<br>143<br>99<br>116<br>404<br>179<br>50|
||1,937<br>**409**<br>15,229<br>500|1,937<br>1,310<br>**409**<br>**1,167**<br>15,729<br>**16,138**<br>16,109<br>29<br>16,138|
||**15,638**<br>**500**||



