Trustees. Annual Report for the period Period start date Day Month 05 04 Period end date Day Month To 04 Year 2024 From Year 2025 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 Trustee name Office (if any) Dates acted if not for whole year Name of FRrson (or body) entitled to appoint trustee (if any) Claire Scollan William Rogal Tom O'Leary Wilhelm Chair Secretary Treasurer Wetterhoff 4.4.24 to 26.1.25 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 infomiation) pe of adviser Name Address Name of chief executive or names of senior staff members (Optional infomiation) Section B . Structure, QUprnance 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 governing document How the charity is constituted Trustee selection methods Appointed by trustees Additional governance issues (Optional infomiation) You may choose to include The trustees time is given on a purely voluntary basis and they have additional infonnation, where received no money from the ITS for their time. relevant, about: policies and procedures 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 year and especrally during planning meetings the trustees have taken into account the guidan 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 2024125 the ITS has supported community dasses and workshops throughout the UK to educate the public on the subject of Taoism. We have continued our search for a suitable property to become our UK headquarters and have bought a property, Sandford Lodge, Kirkstall Leeds, in December 2024 which we renamed Sea Cloud Hall. The purchase of Sea Cloud Hall helped us raise sufficient funds from members and the general public to buy it outright and we are very grateful for the practical and financial support of our members in this purchase. 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) 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 infomiation) You may choose to include further statements, where relevant, about: policy on grantmaking; policy programme related investment; contribution made by volunteers.
Section D w.. Summary of the main achievements of the charity during the year Achievements aiid performance This yearthe ITS have finally achieved our aim to establish a permanent home of our own in the "Sea Cloud Hall" which we purchased in December 2024 in Leeds, UK. We believe this will help increase membership and aid fundraising in the future as we now have a permanent base from which to expand the teachings of the ITS. The purchases of Sea Cloud hall was a time consuming affair and the ITS would especially like to thank the team of dedicated volunteers who gave many hours of their time, for free, to facilitate the purchase as well as our many members who contributed financially. When we bought Sea Cloud Hall it was in a very good state of repair however we have made some cosmetic changes, planting OLrt boarders and removing some of the wiring etc. associated with the buildings previous use as a call centre. We are now planning further improvements. We started running classes in Sea Cloud Hall in January 2025 and have started classes for the benefit of the general public as well as specialist classes for the Over 60's and children. 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 ¥-_. The ITS currently holds £25,096 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 2024. Brief statement of the charity's policy on reserves Details of any funds materially in deficit None Further financial review details (Optional information) The ITS has benefited from gift aid claimed on donations. The ITS would like to thank its many benefactors for their generous donations that have allowed this work to proceed and trust they will continue to support the ITS in the future. You may choose to include additional information, where relevant about: the charity's principal 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 w,'- -other optional information," Section G kts. The trustees declare that they have approved the trustees, report above. +Declaration . Signed on behalf of the charity's trustees Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Claire Scollan Chair Date 7:lJ
CHARITY COMMISSION FOR ENGLAND AND IVALES International Taoist Society Receipts and pa ments accounts CC16a For the period from To 5.4.2024 4.4.2025 Section A Receipts and payments": Unrestricted funds Restricted funds Endowment funds Total funds Last year to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Recei Donations Memberships Gift Aid bank interest Other loans ts 154,894 10,804 19,084 2,510 3,132 238,108 154,894 10,804 19,084 2,510 3,132 238,108 166,942 9,949 19,493 1,485 70 tota ross Income or AR) 428,532 428.532 197,939 A2 Asset and investment sales, see table . sale of c to curran 4,538 4,538 tota 4,538 4,538 Total receipts 433,070 433,070 197,939 A3Pa ments Venue hire &Premises costs Office Expenses & bank char Travel & Subsitance Translation services Volunteer Expenses Marketin Consultanc Services Propert purchase costs 8,119 5,986 14,532 3,000 2,615 539 4,300 39,271 8,119 5.986 14,532 3,000 2,615 539 4,300 39,271 24692 2481 1939 3000 10170 1399 2886 es&insu Sub total 78,362 78,362 46,567 A4 Asset and investment Sea Cloud Hall Crypto currency purchase 523,000 21,100 544,100 523,000 21,100 544,100 Sub total Total payments 622,462 622,462 46,567 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 189,392 189.392 151,372 214,488 25,096 214,488 25,096 151,372 CCXX R1 accounts (SS)
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricted funds to nearest £ Endowment funds to nearest £ B1 Cash funds Cash in bank 18,382- Cash in cashbook 1,366 Cash in Euro account 5,348 Total cash funds 25,096 (agree balances with reiptS and payments account{s)): Unrestricted funds to nearest £ Restricted funds to nearest £ Endowment funds to nearest £ Fund to which asset belon Cost (optional) 21,100 Current value tional 14,599 B3 Investment assets Crypto cUencY Fund to which asset belon Current value tional 523,000 Cost (optional) 523,000 B4 Assets retained for the charity's own use Sea Cloud Hall Fund to which liabili relates Amount due tional 215.350 When due o tional BS Liabilities Loans Signed by one or two trustees on behalf of all the trustees Signature Print Name Date of roval CCXX R2 accounts (SS)
CHARITY COMN41SSION FOR EIQGLANO AND V,IAI.F.% I Independ nt examiner's report on the accounts Report to the trusteesl members of International Taoist Society On accounts for the year 14.4.2025 ended Charity no j 1191720 (if any) Set out on pages 1 and 2. I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 04104.12025. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 '+he Act,). I report in respect of niy examination of the Trust's accounts carried OLIt under section 145 OT the 2011 Act ana in carrying out my exaniination, I have followed all the applicable Directions given by the Chdrity Corrimission under seution 14515)(D) ot the Act. Independent examiner's statement I have completed my examination. I confirm that no material matter8 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 ip, accordance with section 130 of the Charities Act: or the accounts did not accord with tlie accountirig records: or the accoijnts did. not comply with the applicable requirements concerning the form and content of acrounts 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 gart 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 wor.ds in the brackets if tliey do 170t apply. Signed: Date: 1 0110912025 Name: ! Andrew Philip Thornton Relevant professional ACMA qualification{s) or body (if any): Address: | 30 Westgaie. Otley, West Yorkshire, LS21 3AS. IER
Section B 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 hpre brief details of any items that the examiner wishes to disclose. IER