## **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 constitution**2. 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
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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 n￿r￿£ Restrlttqd funds Endowrnqnt fund5 D8tslls tonwr¢&t£ 82 Other mtsnfrtaryassets Bala￿L￿B 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 #r￿u￿($S) CHARITY COMMISSION FOI ENGLANO ANOWAIES Gorwollon Receipts and payments accounts CC16a Forthp Pèriod frorn To 01104t2Q23 Section A Receipts and payments Unrestrictod tund$ 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 AA*Otand Inwstment purcha808. lable Sub totol N*of reC￿pts1(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**|