## **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
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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**