IH*lK'IIY (Of,11,IlSSIUW CHARITY IOhlNIISSION Trustees, Annual Report for the period From 0210512024 To 0110512025 Charity name: Wharfedale Men's Shed Charity registratlon number: 1183609 Objectives and Activities Summary ol Ihe purposes of the charity as sel out in ils governing document Txklin9 soclal Isolation. loneliness and hèalth worries amongst men by tacllitating: friendships, shared intsrnsts and peer support. tt operates withbn the Otlèy and the wlder Wharfe Valley area and is open to all mèn Irrespective of; their ¢ultural and soclo economic background. ago or sexual identi To promote frlendshlps, soclal •ngagement, skill sharlng. we114)elng. personal achievement and collaboration. Summary ofthe main activities in relation to those purposgs lor the public benefit, in particular, the activities, projects or sèrvices idenlllie(t In the accounts. PAta 1.17• Members are encouraged to meèt and carry out practical repair and creativ deslgn prolècts. tK>th Indlvidually and as a t•am. Tho Charlty prlorltl$g8 requo$t8 for h•lp from '. local charltable and community organisations., Individuals who are unabl8 to $our¢e, or afford, trad•s.p•rsons', dlsabled Indlvldual$ who cannot lind bespoke di$abillty deslgn solutions commercially to bènefit the ualit c•f their life. Men are particularly vulnerable to bad mental and physical health becaus• of poor rnale friendship and support nelworks. partlcularly In later Ilfe. Slalemenl confirming whether ihe Iru5tees have had regard lo the guidance issued by the Charity Commission on publi benefit Para 1.18 The trustees have eontinued to provlde an effective friendship space. meaningful ollaborative projects and social events onsistent with addrè$$ing its ¢ore aim of reducing malt social i501alion. The truste•s have developed addltional events and activities this year to support; health awareness, prote¢tion against Scams and cyber ¢rime and physical and mèntal fitness, through age appropriate sports. Their a¢livities and objectives are conslstent with the guSdan¢e on posltlve discrimination relating to a protected characteristic ISexl- The trvstee5 continue to maintain the appropriate culture and behaviours within the membership . to maintain inclusivity, mutual respect and support, consistènt with the charity's public benefit purpose. A Code of Conduct is in place which all members are required to sign. This will be kept under review given an Èvèr chan in and evolvln membershi base. Additional information loptionall You ma choose lo indude further slalements where relevant about-. SORP ￿fe-.epce Pwa 1.3B NIA Policy on grant making Policy on social Investment including program related investment Pwa t.JB NIA Pwa 1.38 The charity does not have paid ¢mployee$. All actlvltles and administration is und•rtak•n by volunteern. Conlribullon made by volunteers The membership continues to provide 5toms and r8pairs for.. local dlsablllty and conser¥ation ¢hariti¢s. volunteer groups. schools. ¢omrnunity art5 centres and the local town council. This is in addition to It's primary aim of mutually $upporting the health and w•ll*olng of Its own membershlp. Other NIA Achievements and Perforniance We have worked In partnership wlth other local charities this year to support their own community aims and objectives, using our partictslar skills and èxpertise. This includè$ partnèrship working with the Otley Sailing Club and REMAP to support an individual who negded adaptations to access the club's disabled Salling fa¢llittes (see below)," partnership working with Wildlife Friendty Otley lo support their local school (national curriculum Ilnked) outreach programme. by making bird boxes for chlldrgn to help install and monitor around thelrs¢hools,' Summary oflho main achievements ol Ihe charity, identifying the difference the charity's work has made to Ihe rirGumstanGes of its benelicianes and any wider benefits lo society as a whole. P•r• 1.20 working with the Otley 2030 group to provide items needed for their community food bank. We attended regular liaison meetings with other ¢harity and community groups in Otley. to gain insights into how we can continue to best support these sectors, wÉthin the area. In response to increasing membership numbers and $pa¢e Constraints, we have been pursulng blgger premises to allow us to cope with increasing demand for our services. We initiated a fund-raislng campaign which has raised approximately £18,000 whilst also securing planning permission for a polontial new locathon. Discussions wlth L•èd5 Ctty Council over the 18as• agreement for the land arg ongolng. The highlights this year included Att•ndlng 5 local comfnunity falr5- including one where members Instructed young children (with their parfyntsl to make blrd boxes. from klts Ihat we fabrlcated earller. Making and installing shelving, Storage boxes and planler$ for a community larder. Providing small buildlng r•p8lrs and Storago adaptations for a Community arts centre. Providing adaptations for two dFsabled persons. including researching and designing options for a disabled sallor to get In and out of hls boat. Additional Information loptionall Youm choose lo indude lurther slalemenls where relevanl aboul.. A5 a small charity. annual porformanc8 objectives have not been set., other than it's ongoing ¢ort objectives which are reported above. Achievements against objectives sel 1.41 NIA Performance ol lundraising activities agansl objectives sel P¥a 1.41 NIA Investment perfomiance against objecb'ves Pw4 1.41 NIA Other Financial Review Review of the charity's financial position al the end ol the period Pao 1.21 The Charity has £23,432 in liquid assets (bank accouftts plus petty cashl at the end of the reporting year. This represents a signifi¢ant increase from thè PfèVTrOUS year.. mainly as a result of grant funding awards, fund raising and other donations received. Just under £17,800 of the overall income generated came from grants and donations. The Charity generated just over £7.700 frorn membor$hip fee5 and sale$, compared against approximately £6000 in costs. It managed to repay £2,250 of Trustee loans this year, reducing thè out$tsnding loan obligation Sbgnificantly to only £SOO. WSth no oth•r Contractual w financial obligallons. and income exceedlng expenditure, the charity is good financlal hèalth. Slalement explaining th8 policy for holding reserves stating why they a￿ held P¥r¥ 1 YI The Charlty has approximately £18,600 in a busin¢$s rosorve account. This account is used to save for tho cost of a new premlses. The Charity does not hold r8$erye5 for operational reasons, as it does not have any significant contractual obli al5ons or gm lo NIA Sèe abov• Amount ol reserves held Reasons lor holding zero reserves Details of fund matena1￿ i dtrli¢il Explanation of any uncertainties about the charily continuing as a going concem Pdlrt 1.22 p&T￿lT PaiJ l.?4 NIA Pkr• 1.23 NIA Addltlonal Inforniatlon loptlonal) You ffla choose lo indu¢Je further sialemersls where ￿le¥an1 about.. This year we reGeived a signrficant amount of unsolicited donations. in rè¢ognition of the impa¢t we are maklng loeally. This included £S,000 from the Post Code Lottery. £1,000 frorn the Skipton Building So¢iety and £2,500 from the Northern Circuit of Barristers. We have also Successfully applied for grant awards to further the acqLbi$ition of our new premises. This included 3pproximately £3.400 from the Wharfedale Foundation, £1,000 from the Otley L40ns Charity and £2,000 from an ortant l(xal manUfactU￿r. As a small charity ￿ do t￿t have an investment policy. The charity's principal Sources ol funds (including any lundraisingl Parn 1.47 Investment policy and objectives including 8ny Pdrd 1.46 soaal investment pol adopted The growth of our M•m￿r$hiP mean$ that our exlstlng accommottatlon cannot keep pace with demand. A descriplion of the principal risks facing the charity Pwa 1.46 Whilst we have secured plannlng permisslon for a nèw prèmisos it 1$ unlikely that we can generate enough funds in the medium term, to secure our first choice locationldesign option. This is b8causè of the ¢hanging priorities of likely major lunding bodies In the face of overrflemand. The Trustees are mitigating the risk to the Charity by looking for temporary and Cheaper relocation lions in the short to medium ¢erm. Other NIA Structure, Governance and Management Description ol chafily's Irusls. Type ol governing document 1.25 Constitution How is the charity constituted? Pwa 1.25 cio Trustee selection melhods in¢luding details of any ¢ons1ilulional provisions e.g. election to post or namè of any person or b(￿Y enlilled lo appoinl one or more trustees Para t.25 Th¢ Constitution fequires that all trust¢o$ are approved by thè membership at an annual gtnèral meeting. All Trustees hav• to stand down or be reappointed on a rolling basis. every 3 yéars. Additional information loptionall You ma ch005e lo indude further statements where rdevanl about.. Ptslicies and procedures adopted for the Induction and training ol Iruslees 1.51 The charity's organisationd structure and any wider nolwork with which the charity works Pr•a 1.51 Relationship with any relaled parties Pira 1.51 Other Reference and Administrative details Charil namè Other name the charl uses istered charit number Charily s principal address Wharfèdale Men's Shed 1183609 WharfeLl8le Men's Shed. CIO Oiley Courthouse. Courthouse Sl, Otley, LS21 3AN Names of the ¢harity tru51ee5 who manage the charity Tru51eo name Olhce Irf any) Datss act•d if not for whole oar Jeffrey Gregory Chair Robert Miles Neil O'Brien Secfelary Trustee Robert Emblin Robert Burnell Tnjstee Treasurer 10 12 13 14 15 16 18 19 20 orate trustees- nam8s of the directors al the dale the re Director name ortwasa roved Nam• of trustees hokling Iltle lo property b8longing lo the charity Trubtee nam• Dat•8 act•d 11 nol lor who Funds held as custodian trustees on behalf of others Description of the assels held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charsty S L)bjects Details ot arrangèments for safe custody and segregation ol sueh assets from the charity's own assets Additional information loptionall Names and addressos of athiisers Ioplional information) e ol adYis¢r Name Name of chlef èx•¢ulivo or names of senlor Staff membèrs (Optional information) Exemptions from disclosure Reason for non-disckjsure ol ke rsonnel dèlail$ Other optional infomiation Declarations The trusteè$ declare that they have approved the trustees, report above. Signed on behalf of the charfjty's trustees Signaturelsl Full namel$l Position le.g. Secretary. Chair, etc.) Data Wharfedale Men's Shed 1183609 Transactions for the period 02/05/2024 to 01/05/2025. **Type Income Expenditure** Sales £ 4,554.03 Donations (Ring fenced) £ 7,245.70 Donations (General) £ 10,505.66 Membership Fees £ 3,150.00 Interest received £ 108.57 **Total Income £ 25,563.96** Materials £ 1,807.83 Insurance £ 125.80 Website £ 19.48 Legal & Professional Fees £ 580.00 Office Costs & Equipment £ 550.62 Payment to other creditors £ 610.00 Training £ 61.00 Rent £ 1,887.00 Shows & Events £ 15.00 Postage £ 145.04 Subscriptions £ 30.00 Other Costs £ 131.85 **Total Expenditure £ 5,963.62** ## **Net Bank Deposits Q1-Q2 £ 19,600.34** Balance from last year £ 3,658.27 Loan from Trustee £ 500.00 Current account £ 491.77 Deposit in Business Reserve Account £ 18,608.57 Petty Cash £ 173.25 **Total Assets £ 23,431.86** QI -Q4 CHARITY (OMMISSION Independent examiner's report on the I accounts Section A Independent Examinerfs Report Report to the trustees Wi14eFL-VILF Al On accounts forthe year ended 01-04-2d-S Charity no lif any) Set out on pages I report lo the Iruslees on my examination of Ihe accounts of the above charity l-the Trust-l for the year ended G l - C ) Responsibilities and basls of report As the charity's Iruslees, you are rosponsible for the preparalion of Ihe accounls in accordance with the requirements of Ihe Charities Act 2011 {"the Acl"). I r8PQrt in respect of my examination of Ihe Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have folk)wed all Ihe applicable Directsons gNen by the Charity Cornmission under section 145(5)Ibl of the Act. Independent examiner's statement aPphe8￿￿]I Delele I I If not applicable. I have completed my examination. I confim that no material maller% have come lo my attention in connectton with the examinalion10&48￿ 1ge16￿") which gives me cause to believe that in, any material respect". I have no concerns and have come across no olher mallers in connection wilh the examination lo which attention should be drawn in this report in order lo enable a proper4JrfaeTrstanding of the accounts to be reached. ' Please delete s in the brackels if they do not apply. Slgned: Date.. OS 01 26 Name: Relevant professional qualificationls) or body IER Oct 2018 (rf any): Address: 6p/7 Sectlon B Dlsclosure Only complele i, the examiner needs lo highlight rnalerial mallers of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examSner wishes to dlsclose. IER Oct 2018