## **Trustees’ Annual Report for the period**
**From 02/05/2022 Period start date To 01/05/2023 Period end date**
## **Charity name: Wharfedale Men’s Shed**
## **Charity registration number: 1183609**
## **Objectives and Activities**
||SORP
reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para
1.17|**To promote social inclusion for public benefit**
**through the provision of a facility particularly,**
**but not exclusively for, men at risk of being**
**socially excluded.**|
|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|**To prevent social exclusion by promoting the**
**opportunity for friendships, social**
**engagement and skill sharing in a safe and**
**enjoyable environment, in which members can**
**meet and carry out creative projects**
**acceptable to the Shed and of their own**
**choosing, individually, jointly and for the**
**benefit of the wider community.**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para
1.18|**The Charity has worked hard to promote the**
**good health and wellbeing of its members**
**through active participation and, from time to**
**time, providing opportunities for relevant**
**health organisations to raise awareness of**
**good health strategies for the benefit of the**
**members.**|
**Additional information (optional)** You may choose to include further statements where relevant about:
||SORP
reference||
|---|---|---|
|Policy on grant making|Para
1.38|**N/A**|
|Policy on social investment
including program related
investment|Para
1.38|**N/A**|
|Contribution made by
volunteers|Para
1.38|**The Charity continued in it’s work with**
**community support activities- working with the**
**Town council, local wildlife volunteer groups,**
**local schools and other town councils**|
|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|**We have continued to grow our membership,**
**by the end of the period we had increased to**
**16 members.**
**We had wonderful feedback from our**
**members who, after lockdown appreciated the**
**value of our weekly get togethers.**
**To further enhance the feeling of community**
**and support in the group we have had regular**
**meals out.**
**As part of our links to the community we**
**attend a monthly meeting of the Community**
**group forum for Otley, where we share ideas**
**and gain insights into how we can continue to**
**be seen as part of the community.**
**Our reputation for quality work continues and**
**we have been further developing our links with**
**the local wildlife groups, the local town**
**council- refurbishing street furniture.**
**Amongst the highlights in this year:**
**Partnering with a company called Tite**
**Fix providing us with screws and wood.**
**Making Sets for a local amateur**
**dramatic group.**
**Working with Otley Courthouse**
**refurbing equipment.**
**Making a Christmas Lighting box for**
**Otley Town Council.**
**Providing notice boards for a local**
**charity**
**Helping local OAPs with minor tasks.**
**Taking Part in Otley Green Fair**
**Taking part in Leeds 2023 campaign**
**Providing Repair services including**
**Chairs, Vacuum Cleaners and sundry**
**items**
**Partnering with Remap, a Disability**
**Charity, adapting equipment for**
**disabled people.**
**Continued our partnerships with Local**
**Wildlife Groups and other community**
**groups**|
**Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para
1.41|**Main objective this year was to consolidate the**
**group and slowly gain new members.**
**To continue the role of WMS as a community**
**resource**|
|---|---|---|
|Performance of fundraising
activities against objectives
set|||
Para 1.41 Investment performance against objectives Para 1.41 Other
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para
1.21|**At the end of the Reporting Period the bank**
**had a balance of £1231,**
**The major part of the income was from Subs**
**paid by members.**
**Income was also received from projects**
**undertaken on behalf of Wildlife Friendly**
**Otley, Otley Players, Otley Town Council and**
**The Town Hall in Silsden**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para
1.22|**All monies are maintained in the account for**
**future**
**use. The Group do not have sufficient**
**reserves to**
**warrant a separate policy**|
|Amount of reserves held|Para
1.22|**N/A**|
|Reasons for holding zero
reserves|Para
1.22|**The group is a not for profit charity and any**
**capital at year end is transferred as the**
**opening balance for next year**|
|Details of fund materially in
deficit|Para
1.24|**None**|
|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|**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|**The principal source of funding is**
**members subscriptions**|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**|
|A description of the principal
risks facing the charity|Para 1.46|**We continued to look for suitable**
**premises to enable WMS to expand. At**
**the end of the reporting period none had**
**been found**|
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**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 constitution requires changes to**
**Trustees to be via**
**a meeting of the membership.**
**No individual can appoint a trustee**|
## **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|Wharfedale Men’s Shed|
|---|---|
|Other name the charity uses||
|Registered charity number|1183609|
|Charity’s principal address|Wharfedale Men's Shed
C/O Otley Courthouse
Courthouse Street
OTLEY
LS21 3AN|
|||
**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)**|
|---|---|---|---|---|
||JeffreyGregory|Chair|||
||Robert Miles|Secretary|||
||David Scannell|Treasurer|||
||Neil O Brien|Trustee|||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
## – Corporate trustees names of the directors at the date the report was approved
**Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets 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
## **Other optional information**
## **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**|||
|---|---|---|
||Robert Henry Miles|David Anthony Scannell|
||
Secretary||
||01/03/2024||
||01/03/2024||
**Wharfedale Men's Shed 1183609 Transactions for the Period 02/05/2022 to 01/05/2022**
||Balance Brought Forward|£1,140.35|£1,140.35||
|---|---|---|---|---|
||PettyCash|£459.31|||
||**Total Assets**|**£1,599.66**|||
|**Income/Exp**|**Type**|**Income**|**Expenditure**|**Notes**|
|**Income**|Sales|£967.03||OtleyWildlife,OtleyPlayers,various smallprojects|
||Donations|£368.00||Received for work completed and Charitydonation|
||MembershipFees|£2,510.28|||
|**Income Total**||**£3,845.31**|||
|**Expenditure**|Materials||£1,875.47||
||Laser Cutter Costs||£125.61||
||OtleyCourthouse Rent||£1,347.50||
||Equipment||£168.00|Bought from Donations|
||Internet||£101.87||
||Miscellaneous||£45.00||
||Training||£122.75||
||Permits/Fees||£97.80||
||Other Costs||£329.93||
|**Expenditure Total**|**Total**||**£4,213.93**||
|**Bank Balance**|**£1,231.04**||||