Trustees’ Annual Report for the period
From 01/01/2022 To 31/12/2022
Charity name: Necton Area Trust
Charity registration number: 1187430
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | • To promote for the benefit of the inhabitants of Necton and the surrounding area the provision of facilities for recreation or other leisure time occupation of individuals who have need of such facilities by reason of their youth, age, infirmity or disablement, financial hardship or social and economic circumstances or for the public at large in the interests of social welfare and with the object of improving the condition of life of the said inhabitants. • To provide or assist in the provision of facilities in the interests of social welfare for recreation or other leisure time occupation of individuals who have need of such facilities by reason of their youth, age, infirmity or disability, financial hardship or social circumstances with the object of improving their conditions of life. |
| 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 |
Our main focus this year continues to be the transformation of an overgrown parcel of parish council owned land into a community woodland for the benefit of the village of Necton. Our fundraising activities have raised finances specifically for this project and other green initiatives. Our website, blog and social media channels aim to provide the community with timely updates on the project. We have also undertaken some community volunteer gardening, planting trees. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Para 1.18 | We confirm that we have read guidance issued by the Charity Commission on public benefit and believe we have acted in accordance with such guidance. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | We do not make grants to other organisations/individuals. |
| Policy on social investment including program related investment |
Para 1.38 | Not applicable at present. |
| Contribution made by volunteers |
Para 1.38 | During 2022, we had support from ten local residents across a number of volunteer work sessions. |
Achievements and Performance
| 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 | We continued to develop the community woodland to make it an open green space. Opening is scheduled for summer 2023. Main benefits of this project: • Better environmental habitat for wildlife • Community engagement on the project • External funding secured to develop the site. Further information on this project: https://www.nectonareatrust.org/kett-s-hill-woodland- project |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We operate on a cash accounting basis. We have no outstanding liabilities. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Our policy is to hold sufficient funds to maintain our administrative costs. We have no physical assets to consider. |
| Amount of reserves held | Para 1.22 | A cash reserve of £1,000. |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | None. |
| 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 where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | During 2022, principal sources were fundraising and donations. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | No investments. |
| A description of the principal risks facing the charity |
Para 1.46 | No risks facing the charity. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution based on the Charity Commission ‘foundation’model. |
| 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 | 5-year term off office. Appointment by decision of current trustees. New trustees received a copy of constitution, Annual Report and accounts, plus access to previous minutes. No external body has entitlement to appoint trustees. |
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 | Necton Area Trust |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1187430 |
| Charity’s principal address | 6 Brackenwoods, Necton. Swaffham Norfolk PE37 8EU |
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 |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| PhilipHayton | Chairman | N/A | ||
| Gabrielle Joyce | Treasurer | N/A | ||
| Paul Young | Trustee | N/A | ||
| Fraser Bateman | Trustee | N/A | ||
| Edith Alice Spain | Minutes Secretary | N/A | ||
– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Gabrielle Joyce Full name(s) Gabrielle Joyce Position (eg Secretary, Treasurer Chair, etc) Date 10 March 2023
Necton Area Trust
1187430
Receipts and payments accounts
CC16a
For the period 01/01/2022 31/12/2022 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ - 130 1,305 170 - - - - 1,605 - - - 1,605 |
Restricted funds to the nearest £ 358 - - - - - - - 358 - - - 358 |
Endowment funds to the nearest £ |
Total funds to the nearest £ 358 130 1,305 170 - - - - 1,963 - - - 1,963 |
Last year to the nearest £ |
|---|---|---|---|---|---|
| Grants | - | - - - - - - - - - |
358 | 2,253 | |
| Donations | 130 | 130 | 681 | ||
| Fundraising | 1,305 | 1,305 | 226 | ||
| Giftaid | 170 | 170 | 356 | ||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| Sub total(Gross income for AR) |
1,605 | 1,963 | 3,516 | ||
| A2 Asset and investment sales, (see table). |
|||||
| - | - - - |
- | |||
| - | - | - | |||
| Sub total | - | - | - | ||
| Total receipts | |||||
| 1,605 | 358 | - | 1,963 | 3,516 |
A3 Payments
| A3 Payments | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | |||||||||
| Insurance | 358 | - | 358 | 339 | |||||||
| Marlpitproject costs | - | 2,324 | - | 2,324 | 1,697 | ||||||
| Villagegreening projects | 110 | - | - | 110 | - | ||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| **Sub total ** | 110 | 2,682 | - | 2,792 | 2,036 | ||||||
| A4 Asset and investment | |||||||||||
| purchases, (see table) | |||||||||||
| - | - | - | - | ||||||||
| - | - | - | - | ||||||||
| **Sub total ** | - | - | - | - | - | ||||||
| Total payments | 110 | 2,682 | - | 2,792 | 2,036 | ||||||
| Net of receipts/(payments) | 1,495 | - 2,324 | - | - 829 | 1,480 | ||||||
| A5 Transfers between funds | - 11 | 11 | - | - | - | ||||||
| A6 Cash funds last year end | 2,101 | 2,313 | - | 4,414 | - | ||||||
| Cash funds this year end | 3,585 | - | 0 | - | 3,585 | 1,480 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds |
Cash in bank Details |
Unrestricted funds to nearest £ 3,585 - |
Restricted funds to nearest £ - - - |
Endowment funds to nearest £ |
|---|---|---|---|---|
| Cash in bank | - | - | ||
| - | - | |||
| - | - |
| Signed by one or two trustees on behalf of all the trustees B5 Liabilities B4 Assets retained for the charity’s own use B3 Investment assets B2 Other monetary assets |
Signature GabrielleJoyce Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
3,585 |
|---|---|---|
| Gabrielle Joyce | ||