## **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