2021-07-01-accounts

Trustees’ Annual Report for the period

From: 6[th] October 2020 To: 1[st] July 2021 Charity name: Axe Valley Men’s Shed Charity registration number: 1191653

Objectives and Activities

SORP reference Summary of the Para 1.17 The main purpose of the Axe Valley Men’s purposes of the charity Shed is to promote social inclusion and as set out in its improve mental health and wellbeing for the public benefit. By reducing the risk to governing document people, particularly but not exclusively men aged 18 or over, within Axbridge, Cheddar, Wedmore and surrounding villages and communities within Somerset, from becoming socially excluded. Relieving the needs of those people who are socially excluded and assisting them to integrate into society through the provision of facilities in which they can meet jointly or individually to undertake creative, physical or recreational activities, learn or pass on skills and knowledge and support each other socially. This includes supporting people who have suffered trauma through physical & mental illness, bereavement, COVID shielding or any other issue which has led to a level of exclusion. Definition of Socially Excluded: For the purpose of this clause 'socially excluded' means being excluded from society, or parts of society, as a result of one of more of the following factors: unemployment; financial hardship; youth or old age; ill health (physical or mental); substance abuse or dependency including alcohol and drugs; discrimination on the grounds of sex, race, disability, ethnic origin, religion, belief, creed, sexual orientation or gender re-assignment; poor educational or skills attainment; relationship and family breakdown; poor housing (that is housing that does not meet basic habitable standards; crime (either as a victim of crime or as an offender rehabilitating into society). Summary of the main Para 1.17 and Our main activities our centred around 1.19 activities in relation to two specific sites, a ‘Men’s shed’ and an those purposes for the outdoor activities site, where co-ordinated public benefit, in activities are provided that help us

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particular, the activities, achieve our objectives. Our activities
projects or services include, social meeting sessions,
identified in the workshop-based activities making and
accounts. building things, art classes, music and
modelling clubs, gardening activities and
health and wellbeing sessions provided
by healthcare professionals or specialists.
We get involved in local community
projects as volunteers or to make things
for use within our local area, working in
partnership with local organisations.
Statement confirming Para 1.18 All trustees have considered the guidance
whether the trustees on public benefit and work to ensure that
have had regard to the all we do meets these aims.
guidance issued by the
Charity Commission on
public benefit
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Additional information (optional)

You may choose to include further statements where relevant about: SORP reference

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SORP reference
There is currently no policy on grant
making as we do not make grants to
Para 1.38
Policy on grant making other organisations, groups or individuals.
As we mature as an organisation we will
consider and form a policy should we be
in a position to be able to make grants to
others.
We do not have an investment policy as
we are not currently in a position where
Para 1.38
we have capital that would benefit from
Policy on social
investment.
investment including
program related
investment
For this reporting period our main
contribution from volunteers has been the
Para 1.38
Contribution made by refurbishment and establishment of our
volunteers new ‘shed’ building and workshop area
and preparation of our outdoor activities
site in preparation for more relaxed Covid
restrictions where we can become fully
open. We acquired our new premises in
August 2020 and preparation of this site
for opening and running our first activities
could not have been achieved without the
contribution of our volunteers. This
enabled us to provide a limited restricted
service (following Covid guidelines)
during this reporting period and open
fully once restrictions were relaxed.
Other
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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	Our main achievement during this reporting period is the establishment of sites where we can undertake the activities that help us meet our overall objectives. This expansion is our key achievement and the building block to increase our activities and deliver the benefts as set out in our statement of purpose. We were formed in July 2019 as a single meeting place which could essentially only ofer a place to meet providing a social inclusion and support network, limited to a weekly meeting within a local hall.

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Our initial objective was to establish a
permanent (or semi-permanent) site
Achievements against Para 1.41 providing us the space and flexibility to
‘open’ and formally undertake all the
objectives set
activities that a typical menshed
provides. After a search of over a year we
have secured not one but two locations in
which we can expand our activities. We
are now a full open men’s shed,
registered member of the UK Menshed
association and a registered CIO. We have
met all our objectives in terms of
preparing to provide our services and
launch our new site, but the Covid
pandemic has severely restricted what we
could provide and when, as directed by
Government guidance. However, we were
able to provide 24 sessions during this
period providing an essential service to
people affected by the social isolation
that derived from the pandemic.
We did not set a specific target for
fundraising for this period. Our financial
Performance of needs for the year being unknown due to
Para 1.41 a lack of a permanent site and what that
fundraising activities
would cost. Our actual performance
against objectives set
during this period exceeded our
expectations and helped establish a
financial base to grow. Initial thinking
suggested that £5k would be an annual
fundraising target, we achieved £7.8k in
this period.
Axe Valley Men’s Shed do not have any
investments.
Investment performance Para 1.41
against objectives
Other
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Financial Review

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Review of the charity’s Para 1.21 During this reporting period we increased
financial position at the our financial position by about £1.7k
end of the period having very little activity in terms of our
normal scheduled activities due to the
Covid pandemic. We secured £7.8k of
funding which ensured our financial
sustainability over this period and
finished the year with a financial reserve
adequate for our needs planned to start
the next year.
Statement explaining Para 1.22 Reserves held to ensure we can meet our
the policy for holding commitments for ongoing premises rent
reserves stating why and project/activity commitments.
they are held
Amount of reserves held Para 1.22 £6,660 held in bank account at end of
reporting period.
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 We had no deficit during this period.
in deficit
Explanation of any Para 1.23 There was no concern about the charity
uncertainties about the continuing as a going concern during this
charity continuing as a period apart from uncertainty arising from
the ongoing Covid pandemic and when
going concern
we could resume normal activities.
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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Structure, Governance and Management

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Description of charity’s
trusts:
Type of governing Para 1.25 Our constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 From the 6 [th] October 2020 Axe Valley
constituted? Men’s Shed are a registered Charitable
(e.g unincorporated Incorporated Organisation (CIO).
association, CIO)
Trustee selection Para 1.25 Within the Axe Valley Men’s Shed
methods including constitution all committee members are
details of any elected at our AGM. Full Committee
members are trustees, with a designated
constitutional provisions
role, such as Secretary, Treasurer, etc,
e.g. election to post or
others may be elected or appointed by
name of any person or
the committee to co-ordinate specific
body entitled to appoint
activities or projects but not as full
one or more trustees committee members or trustees. This is
reviewed annually. Committee
membership can be revied for exceptional
circumstances via an EGM.
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Additional information (optional)

You may choose to include further statements where relevant about:

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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details

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Charity name Axe Valley Men’s Shed
Other name the charity
uses
Registered charity 1191653
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number
Charity’s principal Millstream Cottage,
address Crossmoor Road,
Axbridge,
BS26 2DY
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Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
John Douglas Funding Officer Committee/Members
1
Ryves
Andrew Kenneth Chairman Committee/Members
2
Laken
Dr Robin John Committee/Members
3
Goodfellow
Stuart Graeme Treasurer Committee/Members
4
Berwick
5 Terrence White Workshop Manager Committee/Members
Thomas Clive Secretary Committee/Members
6
Jenkins
George William Ware Wellbeing officer Committee/Members
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements N/A for safe custody and segregation of such assets from the charity’s own assets

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 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 Andy Laken Signature(s) Stuart Berwick Andy Laken Full name(s) Stuart Berwick Position (eg Treasurer Chairman Secretary, Chair, etc) Date 30/04/22

Axe Valley Men's Shed

No (if any)

Receipts and payments accounts

Period start date Period end date To 10/6/2020 7/1/2021

For the period from

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds to the nearest to the nearest £ to the nearest £ £

Total funds

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to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Cheddar Parish Council grant 1,000 - - 1,000
Cheddar Valley Lions grant 250 - - 250
NSF grant 1,950 - - 1,950
Somerset Community grant 4,350 - - 4,350
Donation Rotary Club Wrington 250 - - 250
Membership fees 713 - - 713
Sale of donated items & surplus equipment [ 265 ] - - 265
Donations 1,629 - - 1,629
555 - - 555
Weekly sub fees (individual shed sessions)
- - -
- - -
- - - -
10,962 - - 10,962
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 10,962 - - 10,962
A3 Payments
Sparks Somerset - provision of first aid
training courses x5 people 125 - - 125
Travis Perkins - materials for refurbishment
434 - - 434
CRS Buiding supplies - materials for
refurbishment 422 - - 422
Electrical equipment & H&S equipment 622 - - 622
Electrical refurbishment work 330 - - 330
Groundworks & creation of disabled access
at Shortlans outdoor site 2,585 - - 2,585
Website fees 103 - - 103
Grasscutting fee 40 - - 40
Furniture 100 - - 100
Shed consumables 30 - - 30
Rent (Cheddar Shed site) 4,800 - - 4,800
Utilities (electric & water) 97 - - 97
Sub total [ 9,688 ] - - 9,688
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 9,688 - - 9,688
Net of receipts/(payments) 1,274 - - 1,274
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 1,274 - - 1,274
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Section B Statement of assets and liabilities at the end of the period

			Unrestricted	Restricted
Categories	Details		funds	funds
B1 Cash funds	Petty cash	Total cash funds	to nearest £ 15 - - 15	to nearest £	- - - -
	(agree balances with receipts and payments account(s))		Agreement Error	OK
			Unrestricted	Restricted
			funds	funds
B2 Other monetary assets	Details N/A		to nearest £ - - - - - -	to nearest £	- - - - - -
B3 Investment assets	Details N/A		Fund to which asset belongs	Cost (optional) - - - - -
B4 Assets retained for the	Details Health & Safety	equipment	Fund to which asset belongs	Cost (optional)
charity’s own use	Workshop consumables Furniture Tools other activities equipment				- - - - -
			Fund to which	Amount due
B5 Liabilities	Details None		liability relates	(optional)	- - - - -
Signed by one or two trustees on behalf of all the trustees		Signature	Print	Name
	Stuart Berwick		Stuart	Berwick
	Andy Laken		Andy	Laken

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CC16a
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Last year

to the nearest £

-

-

-

-

Endowment funds to nearest £ - - - -

OK

Endowment funds to nearest £ - - - - - -

Current value (optional)

-

Current value (optional)

When due (optional)

Date of approval 4/30/2022 4/30/2022