Trustees’ Annual Report for the period
From 01/04/2024 Period start date To 31/03/2025 Period end date
Charity name:Gorwelion/Horizions
Charity registration number: 1198869
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To relieve the needs of people who are vulnerable as a result of homelessness or at risk of homelessness in England and Wales, by providing access to safe and secure private rented accommodation and by providing a range of support services designed to meet their needs with the aim of empowering such people to obtain the skills and knowledge necessary to manage successful independent living. |
| 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 |
We continue to work to meet the above purpose by working to secure a lease on a property that will allow us to relieve the needs of those who are vulnerable as a result of homeless as set out above. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | We can confirm that the trustees have had regard to the public benefit guides PB1, PB2 and PB3. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment
including program related investment N/A Para 1.38 Contribution made by volunteers Other
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 | We are working hard to secure a lease on a property that will enable us to carry out the purposes of our charity in the future. This will allow us to provide safe and secure accommodation for those who are homeless or at risk of becoming homeless as well as providing a range of support services to meet the neds of the residents and allow them to live independently in the future. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | N/A |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Please see accounts attached at end of document. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | We have selected our trustees as laid out in our constitution2. Eligibility for trusteeship. |
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 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Gorwelion/Horizons |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1198869 |
| Charity’s principal address | C/O All Saints Church Commercial Street Newtwon SY16 2DN |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Jamie Burt | ||||
| Sarah Ann Wheat | ||||
| Rev Canon Nia Wyn Morris |
||||
| Mary Amelia James |
||||
| Julia Gorman | ||||
| Sarah Mason | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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
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) S. Wheat
Full name(s) Sarah Wheat
Position (eg Secretary, Secretary Chair, etc)
Date 16/01/2025
Section B Statement of assets and liabilities at the end of the period R*stri¢wd funds Endowrn8nl fundy funds B1 Cash lunds Tolal cash fvrtds Bl) Unrestrfd•d lunds la nr£ Restrlttqd funds Endowrnqnt fund5 D8tslls tonwr¢&t£ 82 Other mtsnfrtaryassets BalaLB Fundtowhlth tb•l èna B3 Investment assets Fundtowhl DètsS1É B4 Assets rotsirbwd for the chwrity$ 4)wn use FundtowhlEh Vlhnn du B5 Liablllues Siuned byDnooriY•)tNsto8s0 bghamofall trLLtsS Dale of Siqnature Print Name In.q. J¢¥ C¢XXR2 #ru($S)
CHARITY COMMISSION FOI ENGLANO ANOWAIES Gorwollon Receipts and payments accounts CC16a Forthp Pèriod frorn To 01104t2Q23 Section A Receipts and payments Unrestrictod tund$ n••r4s1 Endowment fund Total futh05 st yÈa[ funds Al R•c&lpts DDnallons soo Sub to181lGross Incon lor ARI A2Asg¢tAnd Invastyn•nt sal, {$•9 table). Sub lotal Pa ents Sub total A4 AAOtand Inwstment purcha808. lable Sub totol Nof reCpts1(PéyMèn1Sj A5 Transfots between funds A6 Cash fttnds 18St ygargnd Cash funds this year end so CCXX R1
Gorwelion No (if any) Receipts and payments accounts CC16a For the period Period start date Period end date To from 4/1/2023 3/21/2024
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts No Receipts - - - - - - - - - No Asset or investment sales - - Sub total - Total receipts - A3 Payments No payments - - - - - - - - - Sub total - - - Sub total - Total payments - Net of receipts/(payments) - A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end - Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) No Asset or Investment purchases |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Last year to the nearest £ |
| - - - - - - - - - |
- | - | ||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - - - - - - - - - - |
- | - | ||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | - | - | ||
| - | - - - - |
- | - | |
| - | - | - | ||
| - | - | - | ||
| - | - | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Details Details None Signature M.A.James S.A.Wheat Total cash funds (agree balances with receipts and payments account(s)) Money in hand from previous period and ~~carried forward~~ |
to nearest £ to nearest £ - - - - - - - - OK OK to nearest £ to nearest £ 500 - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Gorwelion - - - - - Print Name MaryA. James Sarah A Wheat Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| N/A | |||
| Date of approval |
|||
| M.A.James | MaryA. James | 1/23/2025 | |
| S.A.Wheat | Sarah A Wheat | 1/31/2025 |