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2023-11-30-accounts

Herefordshire Woodturners
Charity Name
Herefordshire Woodturners
Charity Name
Herefordshire Woodturners
Charity Name
1199270
No (if any)
1199270
No (if any)
1199270
No (if any)
CC16a
For the period
from
01/12/2022
Period start date
To 30/11/2023
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
2,453
1,482
508
2,596
539
-
7,577
576
-
576
8,154
998
2,112
697
1,469
1,180
-
6,455

1,811
-
1,811
8,266
- 112
4,924
4,811
Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total funds
to the nearest £
2,453
1,482
508
2,596
539
-
7,577
576
-
576
8,154
998
2,112
697
1,469
1,180
-
6,455
1,811
-
1,811
8,266
- 112
Last year
to the nearest £
Subscriptions and visitors 2,453 -
Fund raising 1,482 -
Grant and donations 508 -
Communityevents 2,596 -
Miscellaneous 539 -
- -
Sub total(Gross income for AR) 7,577 -
A2 Asset and investment sales, (see
table).
Sale of equipment 576
- -
Sub total 576 -
Total receipts
A3 Payments
-
AWGB subscriptions 998 -
Demonstrator fees 2,112 -
Rent,and insurance 697 -
Communityevents 1,469 -
Miscellaneous 1,180 -
- -
**Sub total ** 6,455 -
A4 Asset and investment purchases,
(see table)
Equipment 1,811
-
**Sub total ** 1,811 -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
-
- 112 - - - 112 -
- - - -
4,924 - - 4,924 -
4,811 - - 4,811 -

CCXX R1 accounts (SS)

15/09/2024

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on behalf of
all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds
Details
Details
Large Lathe & accessories
Small lathe and Accessories
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
cash at bank
Details
Sharpenng equipment
Cam Vac
Audio visual equipment
Community event equipment
Signature
signed electronicallyoriginal on file
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
4,811
-
-
-
-
-
4,811
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Unrestricted
-
Unrestricted
-
Unrestricted
-
Unrestricted
-
Unrestricted
-
Unrestricted
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
P. Kendall
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
1,600
1,150
120
200
450
1,700
-
-
-
When due
(optional)
Date of
approval
signed electronicallyoriginal on file P. Kendall 25-Jul-24

CCXX R2 accounts (SS)

15/09/2024

2

Trustees’ Annual Report for the period

From: 01-12-2022 (Period start date) To: 30-11-2023 (Period end date)

Charity name: Herefordshire Woodturners

Charity registration number: 1199270

Objectives and Activities

Summary of the purposes of
the charity as set out in its
governing document
a. To promote the craft of woodturning for the public
benefit and in doing so, raise the appreciation of the
creativity, skill and heritage of woodturning.
b. To advance the education of the public in the craft
of woodturning
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.
In planning our activities for the year, we kept in mind
the Charity Commission’s guidance on public benefit at
our Club Committee Meetings, (all Club Committee
Members are Trustees).
The main activities were:

A planned calendar of monthly demonstration
events.

A programme of beginner training sessions.

Attendance at five show events within the
county of Herefordshire to raise profile,
encourage new members and raise funding.
These activities enable club members to encourage
people new to woodturning to develop their confidence,
expand on their practical skills and provide a gateway
for new and existing woodturners to further their
experience of woodturning regardless of background,
faith, gender or personal circumstances.

Additional information

Policy on grant making
Contribution made by
volunteers
Herefordshire Woodturners is a not-for-profit volunteer
run organisation. Without the valuable contribution of
time, energy and expertise of the many volunteers
within the Club we would not have been able to achieve
so much. The Club also benefits from the many hours
of time members invest in turning items that the Club
sells to generate funds to ensure to Club continues to
function.

1

HWT Annual Report Dec 22 to Nov 23

Achievements and Performance

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.
Shows and Demonstrations: In order to fulfil the Clubs
Charitable commitment to bring woodturning to the
wider community we attended 4 shows during the year.
Unfortunately, our attendance at the Tenbury Wells
Show had to be called off due to gale force winds and
rain, but hopefully in future years we will return to this
venue.
Attendance at these one- or two-day events, all based
within Herefordshire, involve club volunteers setting up
of the club marquee (purchased with grant money from
the AWGB in 2021) and a smaller demonstration
gazebo, that enable the club to display and sell wood
turned items made by members and to operate the
small club lathe so members of the public can observe
woodturning first-hand.
Attendance at the shows has raised our club profile
attracting a number of new members, allowed us to
showcase the creativity and skills involved in
woodturning to the many members of the public
attending these large events and increased their
awareness and appreciation of the craft. With the sale
of items made by club members at these shows, we
continue to raise the vital funds to support the club
demonstration evenings and purchase the new and
higher specification lathe the club needed this year,
enabling demonstrators to increase the range of
turning they can showcase for us.
Training: The Club has been able to deliver two, 8-week
periods of woodturning training for 11 club members; 8
received novice (introductory level) and 3 received
intermediate level training. This has advanced their
skill levels, understanding of the craft and enabled
them to go on to undertake their own woodturning
projects independently in a safe and appropriate
manner.
Club Nights and Demonstrations: A total of 8 meetings
with professional demonstrators took place throughout
the year on the last Thursday of each month, at the
Herefordshire Headway Centre, Credenhill; including
an All-Day Event with an internationally renowned
demonstrator from Ireland. These events were
interspersed with 3 internally organised club nights
offering the opportunity for members to experience and
receive training in various woodturning and related
subjects such as safe chainsaw handling, equipment
sharpening and wood selection and identification; all
important skills that improve woodturning ability. Full
details of the calendar of events we have organised
with photographs can be seen on our website at:
**www.herefordshire-woodturners.org.uk. **

2

HWT Annual Report Dec 22 to Nov 23

During 2022 Club night attendance averaged 30 attendees including visitors per event, over the last 12 months this has increased to an average of 44 attendees including visitors. A considerable and welcome increase, the highest attendance was in August when we had 39 members and 12 visitors. The average number of visitors has been 6 per club night. This increase in attendance is likely a reflection of reduced Covid restrictions, the quality of demonstrators we have been able to attract and the quality of the venue at Headway Herefordshire, which provides such a fantastic facility for the Club to use. The increase in numbers also highlights the interest locally in woodturning and the success the Club is having in raising the profile of this craft. Club Membership: The Club saw a surge in interest in the previous year, December 21- November 22, with 20 new members joining during that year, so at the beginning of this reporting year the Club had 53 members, including 8 ladies, of which, 6 were family members, 1 Junior member (21 or under). Historically, the Club experiences a turnover of between 5 and 10 members who leave/do not renew membership during the year. This year has been no exception and we have lost several members due to changing family circumstances or relocating away from the area. On the plus side, following our attendance at shows and a revision and update of our website, we have welcomed 16 new members this year. As of November 2023, we have 64 full members, 4 Family Members and 60 Ordinary Members. Although these are very positive overall figures for the Club, a 10% increase in membership, perhaps of most concern is that for the first time in 7 years the Club has no Junior Members. This is something the Trustees/Club Committee will seek to address as the Club moves forward. Overall a successful 12 months for the club as it completes its first year operating as a charitable organisation.

3

HWT Annual Report Dec 22 to Nov 23

Financial Review

Financial Review
Statement explaining the
policy for holding reserves
stating why they are held
Cash at the bank on 30 November 2023 was £4811.00
in unrestricted funds. This is within £100 of the end
of year balance for the previous 21-22 FY.
The funds on account are enough to ensure the
financial viability of the Club for 12 months should we
have another period that would prevent fund raising
or to meet any unforeseen expenditure that may
occur.
Details of fund materially in
deficit
Not applicable

Additional information

The charity’s principal
sources of funds (including
any fundraising)
Investment policy and
objectives including any
social investment policy
adopted
A description of the principal
risks facing the charity
Other
Our main source of income this year has come funds
raised by selling wood turned items made and donated
by members of the club at the four events attended
throughout the year. Further funds have been raised
through a small annual membership fee each member
pays and a monthly raffle, held at each club night
(prizes donated by members). The Club also applied
for and received a small demonstrator grant from the
AWGB to assist paying for professional demonstrators
at our monthly club nights.
As a not-for profit organisation, with no staff costs and
a turnover of less than £25k, the majority of income is
used to pay the cost of the professional woodturners
booked for the monthly demonstration evenings, with
additional funds used to pay for use of the Headway
Herefordshire facility where we are located, the P.A.T.
testing of equipment and specialist insurance to
support club training and demonstration evenings.
This year saw the necessity to make a considerable
capital expenditure on a new lathe for the Club – this
was covered within unrestricted funds and is listed as
a new club asset within the financial report.
The success of the Club is very much tied to an
appropriate location to hold demonstration events,
club evenings, storage of club equipment and
woodturning training. At present the facilities the club
is able to access and the support of the venue staff at
Herefordshire Headway has been transformative for
the club and cannot be underestimated; we are very
appreciative of all the support we have received and it
is hoped we can maintain this relationship going
forward. The club is acutely aware that other charities
have to constantly juggle priorities so it has to be
acknowledged here that should we lose access to this
venue for whatever reason there would be a risk to
operations whilst a new location was sought.

4

HWT Annual Report Dec 22 to Nov 23

Structure, Governance and Management

Structure, Governance and Management
Type of governing document Constitution adopted November 2021
How is the charity
constituted?
Incorporated Organisation
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
Trustees are appointed or reappointed annually at
our Annual General Meeting at the end of November
each year.
There are term limits defined for principle office
holders: Chairman, Club Secretary, Membership
Secretary and Treasurer within the Constitution.

Additional information

Policies and procedures
adopted for the induction
and training of trustees
The charity’s organisational
structure and any wider
network with which the
charity works
Relationship with any related
parties
Other
Membership of the club is open to everyone
regardless of age, religion, cultural background,
gender, ability or capability. The Trustees seek the
views of members and volunteers in the activities and
programme of events that are to be run.
All Club committee members elected at the annual
general meeting, held in November each year, are
expected to become Trustees and prior to
commencement of trusteeship checks are carried out
in line with statutory requirements.
Herefordshire Woodturners as a club are affiliated to
the Association of Woodturners Great Britain
(AWGB), the national body representing and
supporting woodturning clubs across the country.
The club has a volunteer safe guarding officer who
trustees are very grateful to for their support.
The Club currently uses and meets at the
Herefordshire Headway facility at Credenhill,
Herefordshire. A superb facility with a woodworking
workshop and open hall that enables the club to host
demonstration evenings. The support of
Herefordshire Headway cannot be underestimated in
the success and growth of the Club over the last few
years since we have had use of this venue.

5

HWT Annual Report Dec 22 to Nov 23

Reference and Administrative details

Charity name Herefordshire Woodturners
Other name the charity uses HWT
Registered charity number 1199270
Charity’s principal address Herefordshire Woodturners
C/O Herefordshire Headway
Headway House
Trenchard Avenue
Credenhill
Hereford HR4 7DX

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or
body) entitled to
appoint trustee (if
any)
1 T. Wright
2 S.M. Ford
3 B.J. Ford Chairman
4 H.M. Theron Secretary 01-12-22 to 01-06-23
5 D.C. Bowen
6 D. Haines Treasurer
7 J. Lilieveld
8 P.J. Dennis 01-12-22 to 20-04-23
9
10

Other optional information

Going forward the Club plan to continue its monthly programme of external demonstrators and internally organised club nights, attendance at a number of local shows to raise awareness of woodturning to the public and to replace the funds used this year to purchase the new club lathe.

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
Original signed and held on record
by the club
B.J. Ford


Chairman
15 September 2024

6

HWT Annual Report Dec 22 to Nov 23