## **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 £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Alan Gilbert|31-Mar-24| ||||| CCXX R2 accounts (SS) 01/04/2024 2