2023-03-30-accounts

Trustees’ Annual Report for the period

From 1[st] April 2022 To 31[st] March 2023

Charity name: Huddersfield and District Woodturners

Charity registration number: 1193836

Objectives and Activities

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SORP reference
Summary of the purposes of Para 1.17 The objectives of the CIO are:
the charity as set out in its
governing document 1) To promote the craft of woodturning for
the public benefit and in doing so raise the
appreciation of the creativity, skill and
heritage of woodturning.
2) To advance the education of the public in
the craft and skill of woodturning.
Summary of the main Para 1.17 and The CIO holds two meetings per month, one
1.19
activities in relation to those is a demonstration by either a professional
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Objectives and Activities	Objectives and Activities	Objectives and Activities
SORP reference
Summary of the purposes of the charity as set out in its governing document Para 1.17 The objectives of the CIO are: 1) To promote the craft of woodturning for the public benefit and in doing so raise the appreciation of the creativity, skill and heritage of woodturning. 2) To advance the education of the public in the craft and skill of woodturning.
Summary of the main activities in relation to those	Para 1.17 and 1.19	The CIO holds two meetings per month, one is a demonstration by either a professional
purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.		turner or an experienced member of the CIO. The second meeting of the month is a hands-on session where members can practice and receive tuition in woodturning. Prospective new members of the CIO can attend these meetings as “Taster Sessions” to try out and find out more about woodturning. Due to an influx of new members to the CIO a series of full day beginners training days were run on Saturdays. Members were able to attend two of these days free of charge. The first day covered the basics of spindle work and tool sharpening and the second day covered face plate turning. These were very well received by the members who attended. Following on from the full day training sessions a number of Thursday evening training sessions were also organised, open to any member. These were in addition to the CIO’s monthly hands-on sessions. The CIO also had its usual stall at the Honley Show where members demonstrated woodturning for the public and raised funds by the sale of items produced by members.

	Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees confirm that they have had regard to the guidance issued by the Charity Commission on public benefit.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	The CIO does not make grants.
Policy on social investment including program related investment	Para 1.38	The CIO does not have a program of social investment.
Contribution made by volunteers	Para 1.38	The CIO does not employ any individuals, as such all activities are organised and carried out by volunteer members.
Other

Achievements and Performance

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SORP reference
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Achievements and Performance	Achievements and Performance	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	Due to an influx of new members to the CIO a series of full day beginners training days were run on Saturdays. Members were able to attend two of these days free of charge. The first day covered the basics of spindle work and tool sharpening and the second day covered face plate turning. These were very well received by the members who attended. Following on from the full day training sessions a number of Thursday evening training sessions were also organised, open to any member. These were in addition to the CIO’s monthly hands-on sessions. Four of the members successfully completed the Association of Woodturners of Great Britain Tutor Assessment and are now approved tutors. The CIO now has five AWGB Approved Tutors.

In March 2023 one of the Trustees, Colin Watson, was accepted onto the Register of Professional Turners. The CIO also had its usual stall at the Honley Show where members demonstrated woodturning for the public and raised funds by the sale of items produced by members.

Additional information (optional) You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set

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	The Trustees considered the CIO to be in a sound financial position and well able to meet all known future commitments.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	N/A
Amount of reserves held	Para 1.22	Nil
Reasons for holding zero reserves	Para 1.22	The CIO does not hold any specific reserves. The reason for this is that the CIO does not have any long term financial commitments that would require the holding of reserves.
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	The Trustees know of no reason why the CIO should not continue and continually monitor any potential obstacles.

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Additional information (optional)
You may choose to include further statements where relevant about:
Members subscriptions and Fees £3,548
Grants and Donations £1,223
The charity’s principal Charity and Community Events £653
sources of funds (including Para 1.47
any fundraising)
N/A
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
The size and nature of the CIO mean that in
the normal course of events, risk
A description of the principal Para 1.46 management is tightly controlled. However,
risks facing the charity the CIO rents it’s premises by hourly rate,
and should the Community Centre fail, new
premises would obviously become a
necessity. The CIO are conscious of this and
as the CIO continues to prosper, the
capacity of the current premises may
become an issue.
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Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Huddersfield and District Woodturners Constitution.
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Charitable Incorporated Organisation
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 are elected to post at the Annual General Meeting. Each year one third of the Trustees shall retire from office on rotation based on those who have been in office longest since their last appointment or reappointment.

Additional information (optional) You may choose to include further statements where relevant about:

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	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	The CIO is managed by the charity Trustees as detailed in the Constitution. In addition to the Constitution there are the Huddersfield and District Woodturners Rules. These detail the Committee structure that carries out day to day management of the CIO. The Officers of the Committee consist of a Chair, a Vice Chair, a Secretary, a Treasurer and up to five additional members.
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Huddersfield and District Woodturners
Other name the charity uses
Registered charity number	1193836

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Charity’s principal address The Secretary’s home address
3 Lower Knoll Road,
Diggle
Oldham
OL3 5PD
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Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Robert Peaker Chair
2 Martin Binns Committee Member
3 Colin Watson Committee Member
4 Steven Fielden Committee Member
5 John Paine Committee Member
6 Michael Heald Committee Member
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 Not Applicable

Name of trustees holding title to property belonging to the charity

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Trustee name Dates acted if not for whole year
Not Applicable
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Funds held as custodian trustees on behalf of others

Description of the assets Not Applicable held in this capacity Name and objects of the Not Applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not Applicable 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

Not Applicable

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) Full name(s) Colin David Watson Position (eg Secretary, Trustee Chair, etc) Date

CHARITY COMMISSION, FOR ENGLAND AND WALES I Independent examlner's report on the accounts Section A Independent Exarniner s Report Report to the trusteosl members of Looob On accounls for the year ended Charlty no (If any) IIq483L Set out on pages ccI&A I report lo the trustees on my examsna1M￿ of the accounts of the above charity (-Ihe Tnjst-l for the year ended Re8pon81bllltles and As Ihe charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 {-the Ad"). I report in r8SP8cI of my examinats'on of the Trust's accounts carried out under seCt￿n 145 of the 2011 Acl and in carrying out my examination, I have followed Ihg applicable Directions given by the Chariiy Commission under section 145(5){b) of the Act. I have completed my examination. I confinn Ihat no material matters have come to my attention lolher than that disclosed below ') in connection with the examination whith gives me cause to believe that in, any material respecl.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord v￿th the accounting records Independent examlner's statement I have no concems and have come auoss no other matters in connedion with Ihe examinalion to which attention should be drawn in order to enable a proper underslanding of the accounts to be reacthed. ' Please delete Ihe words in the brackets if Ihey do not appty. Slgned: Date: Ll Name: v ' Relevant professlonal qualification{s) or body (if any): Address: /1 October 2018

ection 8 Disclosure Only complete if the examiner needs to highlight mallers of concern (see CC32, Independent examination of charity acC￿nIs. directions and guidan￿ for examiners). ny items that the xaminer wlsh05 to Isclose. October 2018

CHARITY COMMISSION FOR ENGIAND AND WAIES Receipts and payments accounts CC16a For the ￿rIOd from e)1. o. X To 3.23 Section A Receipts and payments Unre$tri¢ted furKI• Rest￿Cled Endowment tund8 Totsl lunds Last yoar Iri lh• rwr•81 £ Al R•e•i •fi pfvj 39 ub total(Gross Income for AR) ts08 514L. A2 A•sgt and InvMlm•nt ••l•s. 18eg tabl•l. Sub tot•1 A3Pa ment• MMQkJi I eutsJ thIsLcLLAhJ Sub tolal A4 Asset and Investment urchases. 80• labl• Sub tot•1 Net of receipts/(payments) A5 Transfors between funds A6 Cash lund¥ last year vnd Cash funds this year end 7* 43 CCXX R1 accounts ISSI 2410312023

Section B Statement of assets and liabilities at the end of the period Unrèstrict•d fun05 to￿￿t£ Restricted tunds to neamt£ Endowment funds to nearest £ Total cash funds Unr¢•tri¢tod fund$ ng•¥gSt£ Rgsirl¢tsd fund• Endowm•nt fund$ to n••rost £ to near2st£ •M•I b•lon FuTrdto w116eh •ei b•lon CoBt lop11Dn￿I 84 A8s•ts ret*lned for th• ch•rlty'8 own use Fumd 10 wlich Whofi du• orblll 85 Liabilities Signed by one or hvo trustees on b&hall of 811 the Irust8es s￿nature Print Name Date of oval CCXX F12 arrounts ISSI 2410312023