2023-08-31-accounts

Trustees’ Annual Report for the period

From 27/02/23 Period start date To 31/08/23 Period end date

Charity name: Great Western Colliery Preservation Trust

Charity registration number: 1202100

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To Preserve the heritage and fabric of the grade 1 listed Hetty Steam Winding engine and associated Colliery Buildings.
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	Opening the Winding engine and colliery to the public and school parties. Maintenance and repair. The Trust converted from a limited company to a Charitable Trust on 27/92/23.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees signed and accepted the registration requirements for operation as a charity.

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	Regular group of volunteers continue to carry out program of maintenance and development of the Colliery.
Other		The Trust has been successful in securing a substantial Lottery Grant to

carry out major work to enhance visitor facilities and access.This is scheduled to start in September.

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	Hetty continues to offer to the public and school parties the opportunity to understand the coal mining heritage of the community in which we live by demonstrating aspects of colliery operation and practise. In this (short) initial period as a charity we have established a working partnership with a local community arts organisation to diversify the use of the Hetty site.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	We have achieved success in securing major grant funding which will allow us to complete essential repairs and install a permanent source of power to run the winding engine.
Performance of fundraising activities against objectives set	Para 1.41	See Above Project is worth Circa £300k
Investment performance against objectives	Para 1.41	See Above
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	There has been very little activity in the six month period being reported. No restoration projects were completed . Financial position normal.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Thus far it has not been possible to establish any reserves.
Amount of reserves held	Para 1.22	zero
Reasons for holding zero reserves	Para 1.22	Donations and subsciptions of members only just covers operation costs.
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	The imminent arrival of a substantial advance payment from the National Lottery will secure the Trust and the Colliery

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	Subscriptions and Donations from visitors . Regular application and securing of grants ,
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	Small numbers of membership and Trustees.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust Standing Orders/ Deed.
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO Foundation
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	Volunteering.

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	Risk Assessment and Safety Manual updated for site.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Committee of Trustees plus loose group of subscribed “Friends” of Hetty as volunteer group.
Relationship with any related parties	Para 1.51	N/A
Other

Reference and Administrative details

Charity name	The Great Western Colliery Preservation Trust
Other name the charity uses	The Hetty Trust
Registered charity number	1202100
Charity’s principal address	The Great Western Colliery (The Hetty) Gyfeillion Rd Hopkinstown Pontypridd RCT CF37 2PP C/O 88Churc Rd, Tonteg, Pontypridd, Cf38 1EW.

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)
	Brian Davies	Secretary/Treasurer	Wholeperiod	Deceased 04/12/23
	Chris Jones- Jenkins		ditto
	David Basset		ditto
	Tina Leyshon		ditto
	AubreyGreen	Chairman	ditto
	Keith Jones		ditto
	Len Smith		From 05/05/23

– Corporate trustees names of the directors at the date the report was approved

Director name As above .

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
Brian Davies	Whole period

Funds held as custodian trustees on behalf of others

Description of the assets Artifact, records and equipment donated to the Trust held in this capacity relating to the Coal Mining industry. Name and objects of the Great Western Colliery Preservation Trust. charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Held at registered address of the charity. 17 Darran Rd . safe custody and Mountain Ash. 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

Brian Davies our founder/secretary died suddenly on December 4[th] 2023. Hense delays in submissions etc.

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