Trustees’ Annual Report for the period
From 01/12/2023 Period start date To Period end date
30/11/24
Charity name: Herefordshire Woodturners
Charity registration number: 1199270
Objectives and Activities
SORP reference Summary of the purposes of Para 1.17 the charity as set out in its governing document Summary of the main Para 1.17 and 1.19 activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Statement confirming Para 1.18 whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment 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 |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
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|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
Review of the charity’s Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held Amount of reserves held Para 1.22 Reasons for holding zero Para 1.22 reserves Details of fund materially in Para 1.24 deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern
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 |
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|---|---|---|
| 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: |
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|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | |
| 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 |
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 |
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|---|---|---|
| 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 Other name the charity uses Registered charity number Charity’s principal address
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) |
|---|---|---|---|---|
– 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 held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for 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)
Full name(s)
Position (eg Secretary, Chair, etc)
Date
| Charity Name Herefordshire Woodturners |
Charity Name Herefordshire Woodturners |
Charity Name Herefordshire Woodturners |
No (if any) 1199270 |
No (if any) 1199270 |
CC16a | |
|---|---|---|---|---|---|---|
| For the period from |
Period start date 12/1/2023 |
To |
Period end date 11/26/2024 |
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| Section A Receipts and payments | ||||||
| to the nearest £ A1 Receipts Subscriptions and visitors 2,345 Fund raising 1,062 Grant and donations 559 Communityevents 3,608 Miscellaneous 350 - - - 7,924 Sale of equipment 108 - Sub total 108 Total receipts 8,032 A3 Payments AWGB subscriptions 1,102 Demonstrator fees 1,287 Rent, and insurance 670 Communityevents 2,405 Miscellaneous 672 - - - - Sub total 6,135 405 - Sub total 405 Total payments 6,540 Net of receipts/(payments) 1,492 A5 Transfers between funds - A6 Cash funds last year end 4,811 Cash funds this year end 6,302 Unrestricted funds 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 £ 2,345 1,062 559 3,608 350 - - - 7,924 108 - 108 8,032 1,102 1,287 670 2,405 672 - - - - 6,135 405 - 405 6,540 1,492 - 4,811 6,302 |
Last year to the nearest £ |
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| - | - | 1,492 | - | |||
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| - | - | 4,811 | - | |||
| - | - | 6,302 | - |
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 Cash at Bank Details Details Details Large Lathe & accessories Small lathe and Accessories Sharpenng equipment Cam Vac Audio visual equipment Community event equipment Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 6,302 - - 6,302 OK to nearest £ - - - - - - Unrestricted Unrestricted Unrestricted Unrestricted Unrestricted 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) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
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| to nearest £ Endowment funds |
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| Current value (optional) |
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| Current value (optional) |
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| 1,600 | ||||
| 1,150 | ||||
| 120 | ||||
| 200 | ||||
| 450 | ||||
| 1,700 | ||||
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| When due (optional) |
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Signed by one or two trustees on behalf of all the trustees
Signature
Date of Print Name approval