CHARITY COMMISSION FOR ENGLAND AND WALES
Trustees' Annual Report for the period
From 01.08.23 Period start date to 31.07.24 Period end date
Charity name: Garw Valley Heritage Society
Charity registration number:1187117
Objectives and Activities
| SORP reference |
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| Summary Of the purposes Of the charity as set out in its overnin document |
Para 1.17 | To record and Archive the Social and Industrial Heritage of the Garw Valley |
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
A Second Richard Price Exhibition was held in Llangeinor again with the local primary School followed by a third in Carnegie Hall Bridgend.A further Open Doors Exhibition was held in Tabernacle. We have also started a farm project on the historyof farms in the valley. |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission on public beneft |
Para 1.18 | The trustees have been given the Charity Commission guidance on public beneft verbally and in writing. |
Additional information (optional)
You ma choose to include further statements where relevant about:
SORP reference
| Policy on grant making |
Para 1.38 | ||
|---|---|---|---|
| Policy on social investment including program related investment |
Para 1.38 | ||
| Contribution made by volunteers |
Para 1.38 | Our small band of volunteers have continued to put in a lot of hard work preparing for exhibitions, archiving and engaging with the local community. |
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| Other | |||
| Achievements and Performance SORP reference Summary of the main achievements of the charity, identifying the diference the charity's work has made to the circumstances of its benefciaries and any wider benefts to society as a whole. Para 1.20 The Society have increased the awareness of the importance of Richard Price throughout South Wales. Quite a number of the public had heard of him but not realised how much infuence he had on thinking not only in Wales but also in the United Kingdom and in America. We also created an exhibition on a well known Sufragette Fanny Thomas and her contribution to her cause and her valley. We have helped members of the public fnd information about people and events in the valley. We have received 2 Grants this Year, Blakemore Foundation for research costs of our Farming in the Garw Project and Quatro PR Grant for new computer equipment as we had computer equipment which was mostly over ten ear old. |
Additional information (optional)
You ma choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | We were very pleased with our exhibitions and the feedback we received. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other | Our new computer equipment should speed up our archiving work as pour equipment was slow. |
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| Financial Review Review of the charity's fnancial position at the end of the eriod Para 1.21 The charity is stable. There has been an increase of E158 in funds over the year. Statement explaining the policy for holding reserves statin wh the are held Para 1.22 We keep money to pay our insurance . website expenses, printing and maintenance. Amount of reserves held Para 1.22 250.00 Reasons for holding zero reserves Para 1.22 n/a Details of fund materiallyin defcit Para 1.24 n/a Explanation of any uncertainties about the charity continuing as agoingconcern Para 1.23 No uncertainties Additional information (optional) You ma choose to include further statements where relevant about: |
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| The charity's principal sources of funds (including any fundraising) |
Para 1.47 | Grants and exhibitions |
| 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 | No fnancial risks |
| Other |
Structure, Governance and Management
| Description of charity's trusts: |
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|---|---|---|
| Type of governing document trust deed, ro al cherter |
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 | Trustees and ofcers are appointed annually at AGM. Membership have one vote each |
| Additional information (optional) |
| Charit name | Garw Valle Herita e Societ |
|---|---|
| Other name the chari uses |
GVHS |
| Re istered charit number |
1187117 |
| Charity's principal address |
25 Meadow Street Pontycymer Bridgend CF32 8HG |
You ma choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees Para 1.51 Ofered course with Bridgend BAVO. Given written information on being a Trustee and verbally by one of the ofcers. 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 We work with BAVO Bridgend, Awen , BCBC and other local groups Other |
Policies and procedures adopted for the induction and training of trustees Para 1.51 Ofered course with Bridgend BAVO. Given written information on being a Trustee and verbally by one of the ofcers. 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 We work with BAVO Bridgend, Awen , BCBC and other local groups Other |
Policies and procedures adopted for the induction and training of trustees Para 1.51 Ofered course with Bridgend BAVO. Given written information on being a Trustee and verbally by one of the ofcers. 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 We work with BAVO Bridgend, Awen , BCBC and other local groups Other |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Ofered course with Bridgend BAVO. Given written information on being a Trustee and verbally by one of the ofcers. |
| 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 | We work with BAVO Bridgend, Awen , BCBC and other local groups |
| Other |
Reference and Administrative details
Names of the charity trustees who manage the charity
| Trustee name | Ofce (if any) | Dates acted if not for whole ear |
Name of person (or body) entitled toa oint trustee if an |
|---|---|---|---|
| Roger Stokes | Chair | ||
| Jean Fowlds | Secretary |
| Ian Black | Treasurer | ||
|---|---|---|---|
| Colin Simper | Vice Chair | ||
| GeraldJarvis | Archiver | ||
| Linda Webb | Assistant Secretary |
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| Katie Humphrey |
Social Media | ||
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Cor orate trustees — names of the directors at the date roved the re ort was a Director name None
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole ear |
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Funds held as custodian trustees on behalf of others
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 ke ersonnel details
None
Other o tional information
Names of the charity trustees who manage the charity
| Trustee name | Ofce (if any) | Dates acted if not for whole ear |
Name of person (or body) entitled toa oint trustee if an |
|---|---|---|---|
| Roger Stokes | Chair | ||
| Jean Fowlds | Secretary | ||
| Ian Black | Treasurer | ||
| Colin Simper | Vice Chair | ||
| GeraldJarvis | Archiver | ||
| Linda Webb | Assistant Secretary |
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| Katie Humphrey |
Social Media | ||
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Cor orate trustees — names of the directors at the date roved the re ort was a
Director name None
Name of trustees holding title to property belonging to
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| Trustee name | Dates acted if not for whole ear |
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| None | ||
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
CHARITY COMMISSIO FOR ENGLAND AND WALE Receip andp ments counts CC16a For the p&rtod from To Section A Receipts and payments Unrg$trlrt•d fund$ Re8lr4¢tsd fund$ Endowmènt funds Total funds Last year iothe n88rn8t £ toth8 noarost £ to lh8 no8ro8tÉ to tho neJrost£ to nBarKt£ A1 Rec?Ipts tots ss income or AR) A2 A¥$ot and inve$tment sales, l¥ee table). I,Li(f. A3Pa m•nts IJL Sub totsl A4 Asset and I1eStment urchases see table Sub total Net of recelpts/(p8yments) A5 Transfèrs betweerE funds A6 Cash funds last year end Cash fvnds thls year end CCXX R1 ac£ounts ISSI 0310812024
Section B Statement of assets and liabilities at the end of the period Unre8tricted nd8 to ngar08t£ Rèstri¢ted lunds to noarnst e Endowment funds to nearest £ Total cash funds 14reè tec4OSAnd ¢oLrt(iii Unre8trlet•d lund$ to nèarost £ Re8trlct•d funds to no8r88t£ Endowment funds to noarost £ Details Fund towhi¢h asset bolon Detalls Currgni valuo onal ¢c•tloptsona Fund towhicFL asset belon Details Curronlv•l tlonal eo8t loptlonall B4 A88ets retained for tho charity's own u80 Fund to whl¢h rtrlatgs Amountdy• onal Whgn du• BS Llabiliti8S Signed by one or tsvo trustees on behaifof all the trustees Slgnatu Print Name Date of roval CCXX P2 8ccounts ISSI 2110112025
GanN Valle Herita e Socie istered Chari 1187117. Financial Accounts 01.08.2023- 31.07.202 Bank Account. Metro Bank Sort Code 234)&80 Account 45419940 ènln Balance £ 1 818.41 Cash In Hand Total Socle Funds Increase Funds Notes. 1. GVHS Is a registered CIO In England and Wales. 2. Th• addr•ss of the prlnclpal office Is In the UK. 3. The financlal statements are preparèd In sterllngi whlch Is the functional currency of the entity. Two restrlcted Fund Grants were glven to the GVHS In this p•rlod. 1. Blakemor• Foundation Grant £200.00 2.Quatro PR Grant £1.759.47 5. Remalnlng Restricted Grant Funds 6. Blak•more £0.01, Quatro £107.57. 7. Total Restrfcted Funds £107.58 8. GVHS do not own or lease any property. 9. The GVHS does not hav• any employees. 10. Depreclatlon of assets are calculated at 20% of the prevlous yea3 value. GVHS opened an account wlth Metro Bank because they did not make charyes for Community Accounts that were in credit. 12. 13. There Is no bank charges or interest paid on GVHS Bank Account. 14. Annual Membershlp of GVNS Is £5.00 . There are no material uncertainties al>out tho Clo¥ to continu• operating. Closlng Balance. £1.976.49 £ 0.00 £1,976.49 +£158.08 s ablllty
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