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Trustees’ Annual Report for the period
From 02/05/2023 Period start date To 01/05/2024 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 tackle social isolation, loneliness and health worries amongst men by facilitating; friendships, shared interests and peer support. It operates within the Otley and the wider Wharfe Valley area and is open to all men irrespective of their cultural and socio- economic background, age or sexual **identity. ** |
| 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 |
Promoting friendships, social engagement, skill sharing, well-being, personal achievement and collaboration. Members are encouraged to meet and carry out practical repair and creative design projects, both individually and as a team. Most of the projects come; either from requests for help from local charitable and community organisations, or from individuals who are unable to source trades-persons or find bespoke design solutions commercially to benefit the **quality of their life. ** |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Men are particularly vulnerable to poor mental and physical health outcomes because of poor male friendship and support networks, particularly in later life. The Trustees have continued to provide an effective friendship space, meaningful collaborative projects and social events consistent with addressing its core aim of reducing this male social isolation. Their activities and objectives are consistent with the guidance on positive discrimination relating to a protected characteristic (Sex). The Trustees continue to maintain the appropriate culture and behaviours withinthe |
Docusign Envelope ID: 3252CD9F-F208-4A16-9444-6C56F0758FAF
membership: to maintain inclusivity, mutual respect and support, consistent with the charity's public benefit purpose. The Code of Conduct for members is currently being refreshed to secure this into the future, given an ever changing and evolving membership base.
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 does not have any paid employees and all activities and administration is undertaken by volunteers. The membership continues to provide items and repairs for; local disability and conservation charities, volunteer groups, schools and the local Town Council. This is in addition to its primary aim of mutually supporting the health and well-being of its own **membership. ** |
| Other | N/A |
Achievements and Performance
Docusign Envelope ID: 3252CD9F-F208-4A16-9444-6C56F0758FAF
| 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 | The Trustees regularly monitor the charity's effectiveness through confidential 1 to 1 discussion with new members. Membership has remained steady with regular attendance from nearly all members, showing that we are delivering a valued facility. Several members have been happy to go on public record about the positive change that the charity has had on their own health and well-being. The effectiveness of the charity is also being recognised by increased contact and referrals from local GP Social Prescribers. As part of our links to the community we attend a monthly meeting of community groups in Otley, where we can continue to gain insights into how we can continue to support the charity and community sector in the Otley area. The highlights this year include: • Refurbishing public benches owned by Otley Town Council and a local town benefactor. • Building a wildlife garden for a local school. • Providing display and theatre scenery for a community and arts centre. • Providing repairs to furniture and gardening tools. • Redecorating part of a local leisure facility. • Providing adaptations to a mobility scooter and disabled child's skateboard. • Providing a ceremonial switch for the Otley Christmas lights switch- on. • Continuing our partnership with local wildlife groups and other charitable organisations. • Securing positive dialogue with local councillors and Leeds City Council officials about the planned relocation of the charity to larger premises. |
Additional information (optional) You may choose to include further statements where relevant about:
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| Achievements against objectives set |
Para 1.41 | As a small charity, annual performance objectives have not been set; other than its ongoing core objectives which are reported above. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Docusign Envelope ID: 3252CD9F-F208-4A16-9444-6C56F0758FAF
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity has a total of £3,658 in liquid assets (bank account plus petty cash) at the end of the reporting year. The majority of the income was from an approximately even mix of membership fees and sales (mainly projects undertaken for others). Income has significantly increased since last year. Although expenditure exceeded income, the charity incurred exceptional and significant one-off costs relating to submitting a planning application for new premises. Most of this exceptional expenditure has been covered by £3,250 of Directors Loans to ensure appropriate cash flow into the new financial year. Excluding this exceptional one-off cost, income has significantly exceeded expenditure. Expenditure remains broadly similar to last year. This indicates that the charity is in a strong position to repay short term loans and cover its running costs into the next financial year. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Charity holds all monies in a current bank account. It does not have separate reserves. |
| Amount of reservesheld | Para 1.22 | £0.00 |
| Reasons for holding zero reserves |
Para 1.22 | The Charity does not have employees or any other contractual liabilities. Potential public liability is covered by insurance. |
| Details of fund materially in deficit |
Para 1.24 | No deficit. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
| 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 anyfundraising) |
Para 1.47 | The principal sources of funding are members subscriptions and sales (mainly for projects completed for others). A |
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| minor, but increasing element of income is Grant Funding. |
||
|---|---|---|
| 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 continue to hold discussions with Leeds City Council about acquiring the ground lease for our new premises. As yet, a formal lease agreement has not been signed. We have also submitted a planning application for the new building. Although there are no outstanding objections, the application has not been formally approved yet. We need to start a fund-raising campaign to secure the funding for the build. This cannot start without the planning approval and lease(above) being in place. None of these issues affect the viability of the charity in the short term as we have existing secure, albeit cramped, accommodation. It will however affect our ability to grow and develop the charity's ambitions. |
| Other | N/A |
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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 LS213AN |
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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 |
|---|---|---|---|
| JeffreyGregory | Chairman | ||
| Robert Miles | Secretary | ||
| Neil O Brien | Trustee | ||
| David Scannell | Treasurer | 2/5/2023 to 19/5/ 2024 | |
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
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Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser Name
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
Docusign Envelope ID: 3252CD9F-F208-4A16-9444-6C56F0758FAF
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) Robert Henry Miles Position (eg Secretary, Chair, etc) Secretary Date October 15, 2024 Signature(s) Full name(s) Jeffrey Stuart Gregory Position (eg Secretary, Chair, etc) Chairman Date
October 15, 2024
Wharfedale Men's Shed 1183609 Transactions for the period 2/5/2023 to 1/5/2024
| Balance Brought Forward | £1,231.04 |
|---|---|
| PettyCash | £453.90 |
| Loan from members | £3,250.00 |
| Total Assets | £4,934.94 |
| Income/Exp | Type | Income | Expenditure | Notes | |
|---|---|---|---|---|---|
| Income | Sales | £2,265.43 | |||
| Donation | £71.95 | ||||
| MembershipFees | £2,865.00 | ||||
| Grant Income | £884.90 | EasyFunding,Leeds Culture Trust,Town Council | |||
| Total Income | £6,087.28 | ||||
| Expenditure | Materials | £865.55 | |||
| Insurance | £100.80 | ||||
| Internet | £115.07 | ||||
| Legal and Professional Fees | £3,792.00 | Planningapplication,and consultancyfees. | |||
| Licences and Permits | £82.80 | Biodiversitysurveyforplanningapplication | |||
| Office Costs | £48.89 | PPE/ first aid equipment | |||
| Payment to other Creditors | £363.78 | Reimbursements to members | |||
| Postage | £5.34 | ||||
| Rent | £1,587.00 | OtleyCourthouse | |||
| Subscriptions | £30.00 | Men's Shed UK. | |||
| Advertisingandpromotion | £128.11 | Promotional banner | |||
| Equipment Hire | £71.91 | Laser Cutter - Makerspace | |||
| Other costs | £172.70 | Gift for first aid trainer,members social event | |||
| Total Expenditure | £7,363.95 | ||||
| Balance | £3,658.27 |
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