Trustees’ Annual Report for the period
From 30/5/2023 Period start date To
29/5/2024 Period end date
Charity name: Teulu Boaz
Charity registration number: 1199121
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the public benefit, the relief and assistance of those in Wales in need by reason of poverty or financial hardship, in particular but not exclusively by providing long term affordable rented accommodation, in accordance with Christian principles. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identifiedinthe accounts. |
Para 1.17 and 1.19 |
Provide and maintain a domestic property in a suitable condition for rental and provide support to the occupiers |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the Charity Commission's guidance when carrying out its activities. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | The trustees are the only volunteers involved, and their contribution is vital to the work of the charity |
| Other | N/A |
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 | The charity has supported a family in their accommodation and through the issues and difficulties they have faced with their addictions and their consequences. The charity continues to provide accommodation for the family to stabilise their relationships. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | The charity has been able to support a family through some very challenging circumstances. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | There was £9426 at hand in the bank and a property worth in the region of £180,000 |
| Statement explaining the policy for holding reserves statingwhy they areheld |
Para 1.22 | Reserves are held to cover any property associated costs which may arise. |
| Amount of reserves held | Para 1.22 | £5,000 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are currently no uncertainties. |
| Additional information (optional) You may choose to include further statements |
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 | Donations and rental income |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | No current risks identified |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Foundation model constitution |
| 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 | Trustees are selected on the basis of their skills and experience and are appointed by a resolution passed at a properly convened meeting. |
| Additional information (optional) You may choose to include further statements |
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 | Trustees are given appropriate documentation from the Charity Commission explaining their role. |
| 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 | The charity uses the services of the Care Society to support beneficiaries. |
| Other |
Reference and Administrative details
| Charity name | TeuluBoaz |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1199121 |
| Charity’s principal address | Alltyrodyn Home Farm Capel dewi Llandysul SA44 4PU |
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(if any) |
|---|---|---|---|---|
| ACA Archard | Trustee | |||
| EM Rees | Trustee | |||
| GP Stagg | Trustee | |||
| RJ Stagg | Trustee | |||
– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for wholeyear | |
|---|---|---|
| N/A | ||
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 N/A
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) Gillian P Stagg Full name(s) Gillian Stagg Position (eg Secretary, Secretary Chair, etc) Date 21/3/25
| Charity Name Teulu Boaz |
Charity Name Teulu Boaz |
Charity Name Teulu Boaz |
No (if any) 1199121 |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 5/30/2023 |
To | Period end date 5/29/2024 |
||
| Section A Receipts and payments | |||||
| A1 Receipts Donatioms 50 Rent 5,371 - - - - - - 5,421 - - Sub total - Total receipts 5,421 A3 Payments Maintenance 3,567 Insurance 257 Agents fees 644 Professional fees 120 - - Sub total 4,588 13 Third Avenue - Sub total - Total payments 4,588 Net of receipts/(payments) 833 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 833 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) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 50 5,371 - - - - - - 5,421 - - - 5,421 3,567 257 644 120 - - - - - 4,588 - - - 4,588 833 - - 833 |
Last year to the nearest £ |
|
| - | 50 | - | |||
| - | 5,371 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 5,421 | - | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 5,421 | - | |||
| - | 3,567 | - | |||
| - | 257 | - | |||
| - | 644 | - | |||
| - | 120 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 4,588 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 4,588 | - | |||
| - | - | 833 | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | 833 | - |
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 |
Details at bank Details Details 13 Third Avenue Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 9,426 - - 9,426 Agreement Error to nearest £ - - - - - - Unrestricted Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) 170,000 - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| to nearest £ Endowment funds |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
Signature
Print Name
Date of approval
Teulu Boaz Financial Transactions 30 May 2022 - 29 May 2023
List of transactions Date and Time: 11/20/2023 16:52 Transactions List: Transaction date Bank reference Type of payment Customer reference Receipts Payments Description
Rent Payment Category Receipt Category Rent Deductions