CHARITY COMMISSION FOR ENGLAND AND WALES International Taoist Society Receipts and payments accounts CC16a For the period from To 5.4.2023 4.4.2024 Section A Receipts and payments Unrestricted funds to the nearest Restricted funds to the nearest £ Endowment funds to the nearest £ Total funds Last year to the nearest £ to the nearest £ A1 Recei Donations Membershi Gift Aid bank interest Other 50.490 5,146 13,311 65 1.406 166,942 9,949 19,493 1.485 70 166,942 9,949 19,493 1,485 70 tota ross Income or 197,939 70.418 AR) 197,939 A2 Asset and investment sales, see table . tota Total receipts 197,939 197,939 A3Pa ments Venue hire &Premises costs Office Expenses & bank char Travel & Subsitance Translation services Volunteer Ex enses Marketin Consultanc servIs Temple expenses Donations 24,692 2,481 1,939 3,000 10.170 1,399 2,886 24,692 2,481 1,939 3,000 10.170 1,399 2,886 27139 3887 4307 3000 19926 1919 6135 es&insu 46.567 66.313 Sub total 46.567 A4 Asset and investment Sub total 46.567 66,313 Total payments 46,567 4,105 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 151,372 151,372 63,116 214.488 63,116 214,488 4,105 CCXX R1 accounts (SS)
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to neart £ Restricted funds to nearest £ Endowment funds to nearest £ B1 Cash funds Cash in bank 213,122 Cash in casht)ook 1,366 Total cash fiinds 214.488 (agree balances with receipts and payments account(s)) Unrestricted funds to nearest £ Restricted funds to nearest £ Endowment funds to nearest £ Details Fund to which asset belon Details Cost (optional) Current value tional Fund to which asset belon Details Current value tional Cost (optional) B4 Assets retained for the charity's own use Fund to which liabil" relates Details Amount due tional When due tional B5 Liabilities Signed by one or two trustees on behalf of all the trustees Signature Print Name Date of roval GL4IPL Sco CCXX R2 accounts (SS)
Trustees. Annual Report for the period Period start date Period end date Day ITO 04 Year 2023 Year 202d From 04 Section A Reference and administration details Charity name International Taoist Society Other names charity is known by ITS Registered charity number (if any) 1191720 Charity's principal address 6 Spen Road West Park Leeds Postcode LS16 SAN Names of the charity trustees who manage the charity Dates acted if not for whole year Trustee name Office (if any) Name of person (or body) entitled to appoint trustee (if any) Claire Scollan Chair William Rogal Tom O'Leary Wilhelm Secretary Treasurer Wetterhoff 29.3.24 onwards 10 11 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear
Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Section B Structure,'governance and management Description of the charity's trusts Constitution adopted 09 Oct 2020 (previously established and constitution adopted 1st August 1989, amended on 28th April 2013 as an unincorporated charit Charitable Incorporated Organisation Type of goveming document Ipa. tl.ilst Cleed. knons'L( l4j}Qlsl) How the charity is constituted I'ra. trust, association. corriD311.L:) Trustee selection methods Appointed by trustees Additional governance issues (Optional information) The trustees time is given on a purely voluntary basis and they have received no money from the ITS for their time. You may choose to include additional information, where relevant, about: policies and prOdureS adopted for the induction and training of trustees; the charity's organisational structure and any wider network with which the charity works; relationship with any related parties; trustees, consideration of major risks and the system and procedures to manage them. Section C;::, .,Objectives and activities To advance the education, for the benefit of the public in the subject of Taoism; including the cultural arts, science and philosophy of Taoism, in particular but not exclusively by the holding of meditations, community classes and producing and /or distributing literature. Summary of the objects of the charity set out in its governing document
Through the year and especially during planning meetings the trustees have taken into account the guidance issued by the Charity Commission on public benefit (ref. Charities and public benefit - January 2008, as amended December 2011). In accordance with the stated Objectives of the charity, during 2022123 the ITS has supported community classes and workshops throughout the UK to educate the public on the subject of Taoism. Focus has been on developing the rental property in Play San Juan, Tenerife, Spain to act as the Sea Cloud Centre. We have used this as a base to help increase membership and further our long term aim of purchasing our own property outright. We have continued our search for a suitable property to become our UK headquarters and have made bids on 2 properties, both of which were unsuccessful. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) The ITS had a significant push on fundraising this year. Aided by the attempt to purchase Paxton Hall, Leeds from Paxton Horticultural Society (charity number 1075700) we were successful in raising over £120,000 towards the purchase costs of Paxton Hall from members and the general public. We were also successful in applying for, and being awarded, Department of Levelling Up funding of £236,000 to aid in the purchase and refurbishment of Paxton Hall. Unfortunately, Paxton Horticultural Society chose to sell to developers. These activities are in line with the aims and objectives of the ITS and have further advanced the education of the public on the subject of Taoism for the benefit of the public. Additional details of objectives and activities (Optional infonnation) You may choose to include further statements, where relevant, about: policy on grantmaking; policy programme related investment; contribution made by volunteers.
Section D Achievements and performance:. This year the ITS have progressed in our aim to establish a permanent home of our own in the "Sea Cloud Centre" by renting a building in Playa San Juan, Tenerife Spain which we have refurbished to allow larger numbers of people to use the centre. We believe this will help increase membership and aid fundraising to allow us to move from renting to purchasing our own property in the long term. Summary of the main achievements of the charity during the year The attempt to purchase Paxton Hall, Leeds from Paxton Horticultural Society (charity number 1075700) galvanized the membership of the ITS and we ran several, very successful funding campaigns and crowdfunders, raising a total in excess of £120,000. We also applied for, and were awarded, £236,000 in funding from the Department of Levelling Up to help us purchase and repair Paxton Hall. In order to write this successful grant bid we engaged with the wider community in Leeds to enlist support from other charities and community groups, Headingly Development Trust, the local councillors and MP'S and many more. This was a very useful endeavour and we now have much stronger links to the wider Leeds community that we can call on for support in in the future. We had hoped that, with the funding we had secured, we could persuade Paxton Horticultural Society to sell to us and for us both to use the facilities to mutual advantage. We offered to allow them to continue using Paxton Hall for their charitable work but they declined our offer, preferring to sell to developers, against the wishes of the local community who had supported our successful application to register Paxton Hall as an "Asset of Community Value" with Leeds City Council. We then looked for other possible venues and bid on a property for sale by auction by Leeds City Council at Woodsley Green Leeds. Unfortunately, the property was sold for over twice its Chartered surveyor valuation, therefore rendering it beyond our means. With no prospective buildings to purchase we were obliged to return the funding to the Department of Levelling Up as the funding was time limited. We are currently investigating other properties for sale as well as considering long term rental. To aid with the increased workload we've experienced this last year we have recruited another trustee. The ITS is grateful to the volunteers who give their time and expertise free of charge and who have worked especially hard this year.
Section E Financial review Brief statement of the charity's policy on reserves The ITS currently holds £214.488 cash in the bank as unrestricted funds and designated restricted funds, this is in line with the ITS reserves policy which was reviewed in July 2023. Details of any funds materially in deficit None Further financial review details (Optional information) You may choose to include The ITS has benefited from grft aid claimed on donations. additional information, where The ITS would like to thank its many benefactors for their generous relevant about: donations that have allowed this work to proceed and trust they will the charity's principal continue to support the ITS in the future. sources of funds (including any fundraising); how expenditure has supported the key objectives of the charity; investment policy and objectives including any ethical investment policy adopted. Section F: Other optional information_.. Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) Claire Scollan Position (eg Secretary, Chair, etc) Chair Date L4
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report,; Report to the trusteesl members of International Taoist Society On accounts for the year ended 4.4.2024 Charity no (if any) 1191720 Set out on pages 1and2. I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). Responsibilities and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records. or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: 2110612024 Name: Andrew Philip Thornton Relevant professional qualification(s) or body (if any): ACMA Address: 30 Westgate, Otley, West Yorkshire, LS213AS. IER
Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER