
## **T����ee��A���al Re����f���he �e�i�d** 

**F���** 01/01/2023 **Pe�i�d ��a��da�e T�** 02/01/2024 **Pe�i�d e�d da�e** 

**Cha�i���a�e:** CLIMATE ACTION TAUNTON 

**Cha�i���egi���a�i�����be�:** 1198336 

## **Objec�i�e�a�d Ac�i�i�ie�** 

||SORP<br>referenc<br>e||
|---|---|---|
|S�mmar�of the p�rposes of<br>the charit�as set o�t in its<br>go�erning doc�ment|Para<br>1.17|To promote the conser�ation, protection and<br>impro�ement of the en�ironment. We �ill do this b�<br>engaging �ith local comm�nities and enco�raging<br>beha�io�ral change and positi�e actions.|
|S�mmar�of the main<br>acti�ities in relation to those<br>p�rposes for the p�blic<br>benefit, in partic�lar, the<br>acti�ities, projects or ser�ices<br>identified in the acco�nts.|Para<br>1.17 and<br>1.19|a. Create and r�n a climate and comm�nit�h�b in<br>Ta�nton<br>b. Create a local conte�t that tr�l�reflects the scale of<br>the climate and ecological challenge and the �rgenc�<br>to act<br>c. Empo�er indi�id�als and comm�nities in Ta�nton<br>and the s�rro�nding area<br>d. B�ild partnerships and collaborate �ith like-minded<br>organisations.<br>e. Engage constr�cti�el��ith Somerset's local<br>a�thorities|
|Statement confirming �hether<br>the tr�stees ha�e had regard<br>to the g�idance iss�ed b�the<br>Charit�Commission on p�blic<br>benefit|Para<br>1.18|All of o�r acti�ities d�ring 2023 ha�e been foc�sed on<br>o�r charitable p�rpose as set o�t in o�r constit�tion.|



## **Addi�i��al i�f���a�i��(���i��al)** 

Yo� ma�choose to incl�de f�rther statements �here rele�ant abo�t: 

||SORP<br>referenc<br>e||
|---|---|---|
|Polic�on grant making|Para<br>1.38|We ha�e made no grants d�ring this period.<br>At present �e ha�e no policies related to grant<br>making|
|Polic�on social in�estment<br>incl�ding program related<br>in�estment|Para<br>1.38|We ha�e no polic�on this and ha�e not �ndertaken<br>an�rele�ant acti�ities.|
||||





|Contrib�tion made b�<br>�ol�nteers|Para<br>1.38|We accept contrib�tions made b��ol�nteers, this<br>incl�des both financial as �ell as their time and<br>e�pertise.|
|---|---|---|
|Other|||



## **Achie�e�e���a�d Pe�f���a�ce** 

||SORP<br>reference||
|---|---|---|
|S�mmar�of the main<br>achie�ements of the charit�,<br>identif�ing the difference the<br>charit��s �ork has made to<br>the circ�mstances of its<br>beneficiaries and an��ider<br>benefits to societ�as a<br>�hole.|Para 1.20|We ha�e engaged �ith the p�blic in a �ariet�of �a�s<br>incl�ding:<br>�<br>Pop-�p stalls<br>�<br>E�hibitions<br>�<br>Workshops<br>�<br>Climate Cafe�s<br>�<br>Follo�thro�gh contacts<br>�<br>Action H�b - a shared space in a local �ero<br>�aste shop<br>�<br>Climate Talks b�a�thors �ith recent<br>p�blications.<br>�<br>Film sho�s<br>�<br>Work �ith local college st�dents<br>Thro�gh these e�ents �e ha�e had contact �ith o�er<br>750 indi�id�als o�er nearl�350 ho�rs.<br>The con�ersation ha�e been abo�t s�pporting and<br>sharing actions being taken in response to the climate<br>and ecological emergencies, as �ell as signposting to<br>rele�ant information and/or organisations.<br>We ha�e been able to hold in-depth con�ersations<br>thro�gh �orkshops and indi�id�als approaching o�r<br>stall at the Ta�nton Independent Market and at o�r<br>Action H�b at Pa�l Street.<br>O�r o�treach acti�ities incl�ded:<br>**Ja��a��**- Complete setting �p the Action H�b at Pa�l<br>Street.<br>**Feb��a��**- Facilitated �orkshop �ith the Ta�nton<br>Vale Rotar�on their climate action plan.<br>**Ma�ch**- Joint presentation �ith Somerset Wildlife<br>Tr�st to Blackbrook b�siness park.<br>Started the joint �ork �ith Ta�nton Transition To�n to<br>make people a�are of the election to the ne�<br>Ta�nton To�n Co�ncil in Ma�.|





**A��il** - The film �The Oil Machine��as sho�n at the Bridg�ater Arts Centre. Yeo�il Earth - had a stall and made good connections �ith other like minded indi�id�als and gro�p in the area. Ta�nton Minster �Ga�a E�hibition�incl�ding leading a disc�ssion gro�p. Joint e�ents �ith Transition To�n Ta�nton to promote participation in the To�n Co�ncil election. **Ma�** - Joint e�ent �ith Ta�nton Clothes S�ap incl�ding sho�ing the film �fashion reimagined�. Follo��p ne�t steps meeting �ith Ta�nton To�n Co�ncil. **J��e** - Ta�nton Q�akers - The Oil Machine film sho� and follo��p disc�ssion. Met �ith st�dent ambassadors at Bridg�ater & Ta�nton College to de�elop their co�rse brief on climate action. Joint actions �ith Ta�nton Big Green Week, Rights Comm�nit�and GoCreate Ta�nton. Stall at Stoke St.Gregor�En�irofair 23. **J�l�** - s�pported the e�ent hosted b�Comm�nit� Land Tr�st **Se��e�be�** - �e sho�ed three films in partnership �ith the Bre�ho�se in Ta�nton. And also held a �orkshop to share peoples tho�ghts and possible f�t�re actions. **Oc��be** r - began o�r �ard based p�blic engagement programme in partnership �ith Ta�nton To�n Co�ncil at Green�a�Rec, French Weir Park and Come�tro�e Ch�rch. The Oil Machine film sho�at Q�antock ECo and follo��p �orkshop, �here �e agreed to de�elop a programme to help raise the en�ironmental and ecological iss�es d�ring the election �ear 2024. Raised the iss�e of climate change at the local meeting of Instit�tion of Ci�il Engineers �ith nearl�40 members in attendance. S�pported the �ork of the C�rr�Ri�al Parish Co�ncil in the �ork the�ha�e done to e�plore home heating options. **N��e�be�-** �e held o�r t�o sponsored e�ents �ith Ta�nton Literar�Festi�al �ith nearl�70 people coming along to listen to t�o inspirational speakers. We also held an energ�ad�ice training e�ent deli�ered b�the Centre for S�stainable energ�to 15 



people. This pro�ided a so�nd basis for ha�ing informed con�ersations �ith the p�blic seeking help and ad�ice. We commenced o�r collaborati�e �ork �ith Bridg�ater and Ta�nton College Arts and Design St�dents on the �f�t�re �orlds e�hibition�to be sho�n in Jan�ar�2024. **Dece�be�-** �e started o�r �energ�matters� programme f�nded b�National Grid�s Comm�nit� Matters F�nd. The programme is based at Priors�ood Comm�nit�Centre and co�ers the Ta�nton Area. Details of o�r o�treach acti�ities can be fo�nd he�e. The initial engagement is helping �s to e�ol�e the 2024 programme incl�ding: Foc�sed on a campaign to highlight climate, ecolog� and social j�stice matters d�ring 2024 in the conte�t of the general election. Energ�Matters actions to s�pport indi�id�als and comm�nities. Plan to b�ild on the energ�matters programme f�nded b�National Grid �hich �ill end in March 2024, incl�ding the promotion of the �redress �o�cher�scheme to q�alif�ing indi�id�als. Bring for�ard comm�nit�garden projects �ith Somerset Comm�nit�Gardening. Whilst �e �ere �ns�ccessf�l for f�nding for t�o projects from the H�bb�b f�nding Programme �e plan to seek grant f�nding from other programmes. Contin�e to s�stain the Action H�b at Pa�l Street and seek f�nding to contin�e o�r programme of actions be�ond 2024. 



## **Fi�a�cial Re�ie�** 

|Re�ie�of the charit��s<br>financial position at the end<br>of the period|Para 1.21|**I�c��e**<br>2023 income consisted of:<br>Grant income of - �5, 610<br>Donation - �17<br>E�ents - �390<br>Carr�o�er from 2022 - �9, 330<br>Pro�iding a Total f�nd of: �15, 347<br>**E��e�di���e**<br>2023 e�pendit�re �as �6,176 and consisted<br>of:<br>Capital E�pendit�re - �80<br>Rent on premises -<br>�4, 773<br>(incl�ding stalls)<br>Promotions -<br>�23<br>Tra�el & com<br>�110<br>Ins�rance<br>�96<br>O�treach Materials<br>�1,094<br>Details of both e�pendit�re and income can be<br>fo�nd at:<br>h����://d�c�.g��gle.c�m/d�c�me��/d/1�3K�3�<br>H2LSQH7BhVB�Ci4V1dWM�CKVHN�9�Bc7�5<br>�L�/edi�?���=�ha�i�g|
|---|---|---|
|Statement e�plaining the<br>polic�for holding reser�es<br>stating �h�the�are held|Para 1.22|We ha�e no req�irement to hold an�reser�es<br>to mitigate against significant financial risks or<br>liabilities at present. The balance of �9,158<br>has been bro�ght for�ard to the reporting<br>period 2024.|
|Amo�nt of reser�es held|Para 1.22|0|
|Reasons for holding �ero<br>reser�es|Para 1.22|We do not foresee an�significant e�pendit�re<br>arising from the 2023 �ear for �hich �e ma�<br>need to hold reser�es. In addition CAT takes<br>on minim�m financial risks th�s no need for<br>reser�es.|
|Details of f�nd materiall�in<br>deficit|Para 1.24|No s�ch f�nds e�ist|
|E�planation of an�<br>�ncertainties abo�t the<br>charit�contin�ing as a going<br>concern|Para 1.23|We �ere able to recr�it an additional t�o<br>tr�stees in 2023 and so no�ha�e fi�e<br>tr�stees. In addition there is a core team of<br>�ol�nteers �ho help deli�er o�r engagement<br>programme.|



## **Addi�i��al i�f���a�i��(���i��al)** Yo�ma�choose to incl�de f�rther statements �here rele�ant abo�t: 

|The charit��s principal<br>so�rces of f�nds (incl�ding<br>an�f�ndraising)|Para 1.47|**G�a���a�d d��a�i���**<br>We ha�e in 2023 had �5, 610 in grants. �390<br>�as generated from the film sho�s held at the<br>Bre�ho�se. .|
|---|---|---|
|||**N��a��licable**|
||||





||In�estment polic�and<br>objecti�es incl�ding an�<br>social in�estment polic�<br>adopted<br>Para 1.46<br>A description of the principal<br>risks facing the charit�<br>Para 1.46<br>Other|
|---|---|





## **S���c���e, G��e��a�ce a�d Ma�age�e��** 

|Description of charit��s<br>tr�sts:|||
|---|---|---|
|T�pe of go�erning doc�ment<br>(�����deed, ���al cha��e�)|Para 1.25|We are formed as a charitable organisation.<br>Please see o�r constit�tio**�.**<br>**h����://d�i�e.g��gle.c�m/file/d/1NRO41WCZ�**<br>**k17�PGf�4�W�B�7gh3�UGiQ/�ie�?���=�ha**<br>**�e_li�k**|
|Ho�is the charit�<br>constit�ted?<br>(e.g �ninc�����a�ed<br>a���cia�i�n, CIO)|Para 1.25|Charitable Incorporated Organisation|
|<br>Tr�stee selection methods<br>incl�ding details of an�<br>constit�tional pro�isions e.g.<br>election to post or name of<br>an�person or bod�entitled<br>to appoint one or more<br>tr�stees|Para 1.25|Tr�stees are appointed b�the Tr�st on the<br>basis of their interest and commitment to the<br>en�ironmental and climate change goals as<br>e�pressed in o�r constit�tion.|



**Addi�i��al i�f���a�i��(���i��al)** Yo�ma�choose to incl�de f�rther statements �here rele�ant abo�t: 

||||
|---|---|---|
|Policies and proced�res<br>adopted for the ind�ction<br>and training of tr�stees|Para 1.51|We ha�e adopted a safeg�arding and<br>operational polic��hich g�ides o�r �ork.|
|The charit��s organisational<br>str�ct�re and an��ider<br>net�ork �ith �hich the<br>charit��orks|Para 1.51|We ha�e FIVE tr�stees �ho �ork<br>collaborati�el�and �e anticipate this to<br>increase to 5 in 2023. At present the role of<br>treas�res is filled b�Kar�na Tharmananthar<br>and no other roles ha�e been established. In<br>addition �e ha�e a small team of core<br>�ol�nteers �ith �hom �e �ork closel�.<br>We also �ork closel��ith other en�ironmental<br>and green gro�ps, s�ch as Ta�nton Transition<br>To�n and Somerset Wildlife Tr�st, GoCreate<br>Ta�nton and Somerset Comm�nit�Gardening.<br>We are also part of the national net�ork of<br>ClimateEmergenc�Centres.|
|Relationship �ith an�related<br>parties|Para 1.51||
|Other|||
||||



**Refe�e�ce a�d Ad�i�i���a�i�e de�ail�** 



|Charit�name|Climate Action Ta�nton|
|---|---|
|Other name the charit��ses||
|Registered charit�n�mber||
|<br>Charit��s principal address|1 Birch Gro�e<br>Ta�nton<br>TA1 1EE|
|||



## **Na�e��f �he cha�i�������ee��h��a�age �he cha�i��** 

|1<br>2<br>3<br>6<br>7|**T����ee �a�e**|**Office (if a��)**|**Da�e�ac�ed if ���f���h�le �ea�**<br>**Na�e �f**<br>**�e����(��**<br>**b�d�) e��i�led**<br>**��a���i��**<br>**�����ee (if a��)**|
|---|---|---|---|
||Fran Hicks|Tr�stee|<br>2022|
||Carol�n Dare|Tr�stee|2022|
||Kar�na<br>Tharmananthar|Tr�stee &<br>Treas�rer|2022|
|||||
|||||
||Nick O�Donnel|Tr�stee|Febr�ar�2023|
||Vicki Jensen|Tr�stee|Febr�ar�2023|



## **Decla�a�i���** 

## **The �����ee�decla�e �ha��he�ha�e a�����ed �he �����ee���e����ab��e.** 

## **Sig�ed ��behalf �f �he cha�i���������ee�** 

|||||
|---|---|---|---|
|**Sig�a���e(�)**<br>**F�ll �a�e(�)**<br>**P��i�i��(eg**<br>**Sec�e�a��, Chai�, e�c)**<br>**Da�e**|Kar���Tha���n���ha�<br>Kar�na Tharmananthar|||
|||||
||Tr�stee and Treas�rer|||
||1 J�l�2024|||



