Trustees’ Annual Report for the period
From 02/12/2021 To 31/03/2023
Charity name: PURSERS ORCHARD GROUP
Charity registration number: 1196889
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The conservation and preservation of the flora and fauna of Pursers Community Orchard for the benefit of the public. The advancement of education of the public to celebrate the history and traditions of orchards To connect the community to its rural heritage. |
| 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 |
The main activities are related to: The restoration, conservation and enhancement of the community orchard, its infrastructure and its inventory of flora and fauna. The organisation of activities to engage and involve members of the public in the use of the orchard as a community asset. These activities are conducted by the Group on behalf of Little Malvern and Welland Parish Council who are the owners of the freehold of Pursers Orchard and of the assets contained within it. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have had regard to the Charity Commission guidance on public benefit in their decision making |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | POG does not have a policy on grant making |
| Policy on social investment including program related investment |
Para 1.38 | POG does not have a policy on social investment |
| Para 1.38 | POG does not have any paid employees and all the work undertaken by the group, whether administrative, organisational or physical is carried out by a cohort of volunteers with the |
| Contribution made by volunteers |
very occasional use of external contractors where those resources are unavailable internally. |
|
|---|---|---|
| Other | POG works with a network of local organisations, businesses and people who provide support, goods and services, some of the provision originating from grant giving bodies, some ‘in kind’ assistance from benefactors and some discounted supplies of goods supporting charitable purposes |
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 | During the period the POG has successfully continued its restoration of the Community Orchard and has opened the erstwhile derelict space into a welcoming environment for residents and visitors. Wildlife has flourished, substantial harvests of fruit have been gathered by visitors and the space has been visited by hundreds of local people and many from further afield. The Orchard is now a focal feature of village life, it is a venue for family parties and children’s exploration and its appearance as a cared for space at the heart of the village adds greatly to the landscape character. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | No formal objectives |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | No formal objectives |
| Investment performance against objectives |
Para 1.41 | No formal objectives |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | POG ended the period with a surplus of £1,571 of which £469 was designated for specific ‘capital’ projects |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | In this period and for the foreseeable future there are no committed items of expenditure save for the unspent designated project funds. It is usual for projects to be initiated or work commenced only when supporting funds are identified and available. There is no explicit policy for holding reserves but it is understood that expenditure will not be committed unless funds are available. |
| Amount of reserves held | Para 1.22 | £1,102 |
| Reasons for holding zero reserves |
Para 1.22 | Not Applicable |
| Details of fund materially in deficit |
Para 1.24 | Not Applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not Applicable |
| Details of fund materially in deficit Para 1.24 Explanation of any uncertainties about the charity continuing as a going concern Para 1.23 |
Details of fund materially in deficit Para 1.24 Explanation of any uncertainties about the charity continuing as a going concern Para 1.23 |
Not Applicable Not Applicable |
|---|---|---|
| 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 | Principal sources of funds are grant giving bodies, personal donations and sale of produce, goods and services |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | POG does not have a policy on investment |
| A description of the principal risks facing the charity |
Para 1.46 | The principal risks facing the charity are those associated with public liability arising out of the management of the Parish Council assets in as much as they are not underwritten by the Parish Council’s public liability insurance cover. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | The CIO Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | POG is a CharitablelncorporatedOrganisation |
| 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 may be any person 16 years or older. New Trustees are appointed at a formally constituted meeting of trustees. |
Reference and Administrative details
| Charity name | PURSERS ORCHARD GROUP |
|---|---|
| Other name the charity uses | POG |
| Registered charity number | 1196889 |
| Charity’s principal address | Brookend Ridge Drake Street Welland Malvern Worcestershire WR13 6LN |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Alan Gilbert | N/A | N/A | N/A | |
| Patsy Lowe | N/A | N/A | N/A | |
| Martin Harper | N/A | N/A | N/A | |
| Michael Davies | Secretary | N/A | N/A | |
– 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
| Trustee name | **Dates acted if not for whole year ** | |
|---|---|---|
| Not Applicable | ||
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Not applicable
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not Applicable
Other optional information
Declarations
Signature Full name(s) Michael John Davies Position Secretary Date 2023 04 04
Charity Name No (if any) Pursers Orchard Group 1196889 Receipts and payments accounts CC16a For the period Period start date Period end date To from 02/12/2021 31/03/2023
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 56 473 55 95 - 70 - 1,000 1,749 - - - 1,749 286 143 - - 13 205 - - - 647 - - - 647 1,102 - - 1,102 |
Restricted funds to the nearest £ - - - - 275 - 2,000 - 2,275 - - - 2,275 - - 140 1,666 - - - - - 1,806 - - - 1,806 469 - - 469 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 56 473 55 95 275 70 2,000 1,000 4,024 - - - 4,024 286 143 140 1,666 13 205 - - - 2,453 - - - 2,453 1,571 |
Total funds to the nearest £ 56 473 55 95 275 70 2,000 1,000 4,024 - - - 4,024 286 143 140 1,666 13 205 - - - 2,453 - - - 2,453 1,571 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Mistletoe Sales | 56 | - | ||||
| Public Donations | 473 | - | ||||
| BugHouses and surplus stock sale | 55 | - | ||||
| Orchard Produce sale | 95 | - | ||||
| Jubilee Tree donations | - | - | ||||
| Easter event | 70 | - | ||||
| AONB Grant | - | - | ||||
| Parish set-upGrant | 1,000 | - | ||||
| Sub total(Gross income for AR) |
1,749 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| New trees,tree ties and stakes | 286 | - | ||||
| Fencingmaterials | 143 | - | ||||
| Jubilee treepurchase | - | - | ||||
| Notice board and signage materials | - | - | ||||
| Hose coupling | 13 | - | ||||
| Wassail event | 205 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 647 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| 1,102 | 469 | - | 1,571 |
- | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 1,102 | 469 | - | 1,571 | - |
CCXX R1 accounts (SS)
01/04/2024
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Bank Account balance Petty Cash Details Details Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 160 469 942 - - - 1,102 469 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Alan Gilbert |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Alan Gilbert | 31-Mar-24 | ||
CCXX R2 accounts (SS)
01/04/2024
2