CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 12 December 2019 Period end date Period stsrt date To 31 December 2020 Charity nama: P•n Selwood Comrnunity A88ociatlon Charlty registration number: q. Objectives and Activities SORP referorK• Summary of the purpos8s of the charity as set out in its governing document Par¥l.17 The purpose of the CIO is to further such exclusively charitable purposes, which are charitable under the law of England and Wales, as the trustees from time to time determine. Summary of the main activities in relation to those purposes for the public benefrt, in particular, the activities, projects or seNices identified in Ihe accounts. Para 1.17 and 1.19 Th¢ CIO organized l ) The Village Ioknl Run 2) The Annual Villagc F¢t¢ 3) Fabulous 50's Dinner and Dance 4) Village Coffee Morning 5) Call-my-Bluff variety evening, Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para1.18 The Trustees r¢vi¢w their activities at each trustee meeting and ensure they have regard to the issued guidance on public benefit. Additional Infomiation (optional You ma choose to include further statements where relevant aboul.. SQRP roferance The CIO has all adopted Policy on Grant Making, a copy of which is attached to this report. Para 1.38 Pollcy on grant making
Not applicable. P¥r¥ 1.38 Policy on so¢ial investment including program related investment The CIO relies upon volunteers for all its activities. All Trustees are volunteers. Pam 1.38 Contribution made by volunteers Other Achievements and Performance SORP rgferen The CIO arrdnged the following activities during th¢ period. Summary of the main achievements of the charity, identifying the differen the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as whole. Para 1.20 l) The Village IOknI Run 2} The Annual Village Fete 3) Fabulous 50's Dinner and Dance 4) Village Coffee Morning 5) Call-my-Bluff variety ¢venin8. These activities rnised £13,069 in gross funds. The CIO made grants during the year to the PCC of Pen Selwood, The Pen Selwood Village Hall. the Bryan Young Community Field of Pen SelwooLI The Balsam Centre in Wincanton, Wilishire Air Ambulance, Royal British Legion and UNICE. Addftlonal Infomiatlon (optlonal) You ma choose to include further Statements wh8re relevant about: Par8 1.41 Achievements against objectFves set
Performance of fundraising activities against objectives Psrs 1.41 Investment perfomiance against objectives P8r8 1.41 Other
Financial Revlew Review of the charity's financial position at the erKI of the period P•r• 1.21 End of riod reserves £1,549. During the period grants totslling £1,600 were made. Statement explaining the policy for holding reserves 8tsting why they are held Para 1.22 Reserves are retained to cover fixed costs such as insurance and to provide set-up expenses for events planned In the next period. £1,549 Amount of reserves held Pafa 1.22 Reasons for holding zero reserves Paf• 1.22 Not Applicable. Details of fund materially in deficit Para 1.24 Not Applicable. Explanation of any uncertainties about the charity continuing as a going concern Para 1.23 Not Applicable. Addltlonal infomiation (optlonal) You ma hoose to include further statements wh8r8 relevant about: The charity's principal SoUrS of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Pwa 1.46 A des¢ription of the principal risks facing the charity P¥r• 1.46 Other
Structure, Governance and Management De8CriPtion of ¢harity's trusts.. Type of goveming documenl IlrLisI deed royal rterl Para 1.25 CIO Constitution with voting members other than its trustees. How is the charity constituted? Para 1.25 CIO association. 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 Pam 1.25 (1) At the first annual general meeting of the members of the CIO all the charity trustees shall retire from office., (2) At every subsequent annual general meeting of the members of the CIO, one-third of the charity trustees shall retire from offi¢e. If the number of charity trustees is not three or a multiple of three, then the number nearest to on8- third shall retire from office, but if there is only one charity trustee, he or she shall retire., (3) The charity trustees to retire by rotation shall be those who have been longest in office since their last appointment or reappointment. If any trustees were last appointed or reappointed on the same day those to retire shall (unless they otherwise agree among themselves) be detemiined by {4) The vacanctes so arising may be filled by the decision of the members at the annual general meeting,. any vacancies not filled at the annual general meeting may be filled as provided in sub4lause (5) of this clause., (5) The members or the Gharity trustees may at any time decide to appoint 8 new charity trustee, whether in Pla of a charity trustee who has retired or been
removed in accordan with clause 15 (Retirement and removal of charity trustees) of the CIO Constitution, or as an additional charity trustee, provided that the limit speofi8d in dause 12 (3} on the number of charrty trustees would not as a result be exceeded., (6) A person so appointed by the members of the CIO shall retire in accordan with the provisions of sub-clauses (2) and (3} of this clause. A person so appointed by the charity trustees shall retire at the conclusion of the next annual general meeting after the date of his or her appointment, and shall not be counted for the purpose of detemiining which of the charity Irustees is to r8tir8 by rotation at that meeting. Additional infomiatlon (optlonal) You ma choose to include further statements where relevant about.. Policies and procedures adopted for Ihe induction and training of trustees Parn 1.51 The charity's organisational structure and any wider network with which the charity works Por• 1.51 Relationship ¥th any related parties Para 1.51 Other
Reference and Administrative details Charity name Pen Selwood Community Association Other name the charity uses Registered charity number Charity registration number: 1186930 Charity's principal address Melcombe House, Bleak Street. Pen Selwood, Somerset. BA9 8LZ
Name$ of the Charity trustees who manage the charlty Nam• of pernon lor body) OntI•d to appolnt tru8t•• If any) fru•tse namo Offlc• Ilf any) Date8 acted If not for whol• y•ar Joanna Ebner Susan Elizabeth Appleton Anthony Harvey Harrison Chair Geoffery Charles Parcell Jane Alison Ashman Andrew Jenkins 10 12 13 14 15 16 17 18 19 20 Corporate trustee8 - names of the directors at the date the report was approved
Dlrector nam• Name of trustees holding title to property belonging to the charity Tru•ts• name Dakn *¢t•d ff not lor whole y8ar
Funds held as custodian trustees on behalf of others Description of the assets held Not Applicable 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 object$ Not Applicable Details of arrangements for safe custody and segregation of such assets from the charity's own assets Not Applicable Addltlonal Infomiation (optional) Name8 and addre98es of advlsers Ioptlonal Infomiatlon) Type of advlser Nam• Address Name of chlef executlve or names of senlor staff members Ioptional infomiation) Exemptions from dlsclosure Reason for non-disclosure of ke Not Appllcable rsonnel details Other o tional inforniation
Declarations The trustse8 declare that they have approved the trustse8' report above. Signed on bahalf of the charlty's truste08 Slgnature(8) Full namels) (wH•y 14Awry Poslllon (eg Socrotary, ChaSr, etcl tft Date
PEN SELWOOD COMMUNITY ASSOCIATION
Receipt and Payments Accounts for the 12 months ending 31 December 2020
| Receipts | 2020 | 2019 | ||
|---|---|---|---|---|
| £ | £ | |||
| Call My Bluf | £135 | |||
Fab 50s |
£2370 | |||
| Cofee Morning | £476 | |||
| Calendars | £343 | |||
| Fete | £8343 | |||
| Fun Run | £1725 | |||
| Sundry | £11 | £21 | ||
| Total Receipts | £354 | £13069 | ||
| Expenses | ||||
| Insurance | £1183 | £1072 | ||
| Misc | £0 | £0 | ||
| Show tables | £230 | |||
| Fundraising costs | £250 | £4574 | ||
| Total expenses | £1433 | £5876 | ||
| Balance | -£1080 | £7193 | ||
| Grants | ||||
| Church | £0 | £3200 | ||
| Hall | £0 | £1250 | ||
| Field | £0 | £1250 | ||
| Local ChariNes | £800 | £650 | ||
| NaNonal ChariNes | £800 | £1000 | ||
| Allocated for DonaNons to Village | £0 | |||
| Allocated for DonaNons to Local Charity | ||||
| Allocated for DonaNons to NaNonal Charity | ||||
| Total grants | £1600 | £7350 | ||
| Balance | -£2680 | -£157 | ||
| Reserves brought forward | £4229 | £4386 | ||
| Reserves at the end of period | £1549 | £4229 |
| 2020 | 2019 | |||
|---|---|---|---|---|
| Net Assets | ||||
| Nat West Current Account | £15414 | £11934 | ||
| Nat West Deposit Account | £10037 | £10026 | ||
| Fete Cash | £936 | £936 | ||
| Total Assets held by PCA | £26387 | £22896 | ||
| Less held for village trusts | ||||
| Hall | £22670 | £15833 | ||
| Field | £2168 | £2834 | ||
| Total | £24838 | £18667 | ||
| PCA Net Assets | £1549 | £4229 | ||
| Unrestricted reserves at the end of the period | £1549 | £4229 | ||
| Approved on 24 Feb 2021 and signed by: |
| Tony Harrison | Geof Parcell |
|---|---|
| Chairman | Treasurer |