TNstees' Annual Report for the period Peric#J start date Pefi(Kl end date leTP.ker . 3)24 From Section A Reference and administration detatls Charity name Scotvs Grotto CIO Other names charity is known by Scotvs Grotto Twst Registered charity number (if any) 1180709 Charitys principal address cjo The Priory High Street Postcode SG12 9AL Names of the charity trustees who manage the charity Dates rf not for W1be Trustee name Offe Irf any) N•mÈ ot ptrrson lor body) entitled inttnF5tee if a Scotvs Grotto CIO Robert Owen Chaiman Graham Watson Ben Wood secretaryreasUrer Vice-chaimianl Assistant Treasurer Sue Newman Mark Pope Adrian Newman Graeme Hill Kathryn Adams Megan Townsend 22-11-23 onwards 12-03-24 onwards 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity. rf any, (for example, any custodian trustees) Name Dates acted rf not for whole ear TAR March 2012
Names and addresses of advisers (Optional inforniation) of adviser Name Address Name of chief executive or names of senior staff members (Optional inforniation) Section B Structure, overnance and mana ement Description of the charity's trusts Type of goveming document (eg. trust deed. conStitlOr. Constitution of a Charitable 1nrF)rated Organisation whose only voting members are tts charity trustees Charitsble Incorporated Organisation How the charity is constituted Iry. iiua4. aDavll311V11, Wliivalij Trustee selection methods Appointed by Scotys Grotto CIO Trustees iry. dvvviiiiw uy. v) Additional govemance issues (Optional infomiation) Nominated Trustees You may choose to include a(Iditional information, where relevant, ab(yJL" East Herts District Counal fthe appointirKJ bodf) may appoint charity trustees. policies and ProdureS adopted for the IndUrtt and training of trustees: the charity's organisational structure and any wider netsvork with which the Larity works., relationship with any related parties; trustees, consideration of major risks and the system and prvcedures to manage them. The Ware Society fthe appointing tM)df) may appoint charity trustees. Section C Ob"ectives and activities The restoration, preservation and protection of the Grade l Listed property S¢otVs Grotto in Hertfordshire and its assoaated Grade Il" listed Summerhouse. gardens and grounds for the benefit of the public and the advanment of education of the public in its architecture, history and hentage. Summary of the objects of the charity set out in its governing document TAR March 2012
Opened 50 times for public access Yth a total of 3CE1 visitors. 943 visitors for an opening event aimed at children. Vlork arouThJ the Rotunda to improve access for maintenan Path repairs Retaining wall reo)nstruction General garden Maintenan Guideb)ok enlarged and upjated Volunteer ¥Ik in the grounds and within the site. 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 guidan issued by the Charity Commission on public benefit) Trustees have complied wth their duty to have due regard to the commission's public tEnefit guidance when exercising any powers or duties to which the guidan is relevant Additional details of objectives and activities (Optional inforniation) Scotvs Grotto relies on volunteers to open to the public and are extremely grateful to the 35 plus people who gave their time in order that the public coukl benefit from access to this unique heritage site. You may choose to indude further statements, there relevant, abouL policy on grantmaking., policy programme related investrnen( contribution made by volunteers. TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year Our volunteer stevrards gave over 200 hours of their time to open Scotvs Grotto for the public. Published an UF4lated guideboo ContinuirHJ to maintain and improve the site. TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves Scotvs Grotto intend to hold a minimum of £5,OIXI in reserves to cover unexpected cx)sts and reduced income. Details of any funds materially in deficit None Further financial review details (Optional infomiation) You may choose to indude additional information, where relevant about. the charity's principal sources of funds (induding any fundraising). how expenditure has supported the key objedives of the charity. investment policy and objectives induding any ethical investment Folicy adopted. Sources of Funds Income visitor income Grants nditure Preservation of the stte and buildings Grounds maintenance Publicity for the Grotto Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charivs trustees Signaturels) Full name(s) Position leg Secretary, Chair. etc) ci*PIR_ Date xo li TAR March 2012
CHARITY COMMISSION FQle ENGLAND AND WAiEg Grotto C Receipts and pa ments accounts CC16a For the t*rt(Kl from To 0111cyJJrJ
109rL124 Section A Receipts and payments Unrestrfcted funds Endowment fuThJs fund5 Tolal funds Last year tolhenearest£ A1 Recelpts Grants Vtsitor ¢*)rMIn5 Events Saks 4295 1N38 210 4.271 1.323 Sub total(Gn)s$ inG(¥ne for AR) A2 Asset and Inv•stm•nt salÈs, (see tabkl. Sub total Total recwpts 6.646 A3Pa Ra195. Insuranre and L1th5 Site M2intèrkance cosls S31es pUblty IV2 761 162 761 239 2,750 107 107 Enrments Events 3.293 703 147 147 Sub total B,067 8,314 A4 Asset and Investmertt purchases. Isee tabl•l Sub total rotal payments 8,067 8.314 Net orreC"ptPaYMents) AS Transftrs between funds A6 Cash fvnds last yr end Cash funds this yeer end 2.124 2.124 1,870 42.0 42.020 39,896 43.690 42.020 CCXX Rl accounts ISSI 1011012024
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to n&¥est£ Restrlcted Jnds k> rwre5t£ Endowment funds Cateooirie5 to nearest£ B1 Cash funds Total cash funds 39,896 Unrestricted funds to rwrest£ Rtstrlcteil tursd5 En¢joWThnt funds nre£ Details Fund costloptiN) Curr£ntvahJe Detalls Furwj to Details Cost CurTentvalue B4 Assets retained for the charity's own use Fund to liabili y•1 due Details relates B5 Llabllldes Signed by one true$ on ihaVofall Ihe trustees Sgnattjre Prirrt N8me Date of roval IEogA. /* CCXX R2 accounts ISSI iion024