## 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|| |---|---|---| |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.| ||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.| |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:||| |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:||| |---|---|---| |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||| |Katie
Humphrey|Social Media||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| 1 2 3 4 5 - 6 - 7 8 - 9 - 10 11 12 13 14 15 - 16 - 17 - 18 - 19 20 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|| |---|---|---| |None||| |||| |||| |||| |||| |||| ## 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||| |Katie
Humphrey|Social Media||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 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|| |---|---|---| |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 I1￿eStment 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 yea￿3 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 0% U) O mmmmfftrrt C¢) ti) W Oi