Trustees’ Annual Report for the period
From 6 June 2023 Period start date To
31 December 2023 Period end date
Charity name: Friends of Waterton’s Wall (FOWW)
Charity registration number: 1203426
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To preserve for the benefit of the people of Walton, Wakefield and the nation: the historic and architectural heritage of the wall and its immediate vicinity surrounding what was Charles Waterton’s nature reserve in Walton; and to educate the general public in the architecture, geography, natural and social history of the area of benefit. |
| 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 |
Education and awareness via: ● The Internet: website, social Media including FaceBook and YouTube; ● Emailed newsletters; ● Stands at events eg Walton Classic Car Show; ● Literature eg FoWW Pamphlet; ● Talks to societies and groups; ● Guided walks. Partnership work with ● Wakefield Metropolitan District Council; ● Waterton Park Hotel; ● Waterton Park Golf Club; ● WakefieldDistrictBadgerGroup. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confirm that they have had due regard to the guidance issued by the Charity Commission on public benefit when exercising any powers or duties to which the guidance is relevant. This consideration is integrated into our decision-making processes to ensure that our activities consistently align with our charitable objectives and deliver tangible benefits to the public. |
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 | The Trustees do not have a social investment policy and have no plans to make any social investments. |
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | The time invested by volunteers (both Trustees and many others has been considerable, for example: ● Research on history of the wall; ● Site meetings; ● Local information about wall ownership; ● Guided walks; ● Graphic design eg website; ● Photography; ● Advice on ecological matters; ● Financial. |
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. |
Para 1.20 | To support and facilitate preservation work on the wall: ● Wall ownership identified for much of the wall; ● Site visits; ● Mortar analysis; ● Ecological appraisal of site Consequently, FOWW is in a good position to commence lime mortar work in 2024/2025. 11 people have signed up to membership of the charity, in direct response to the awareness and marketing campaign of FoWW There has been £251.80 raised via donations from members of the public There has been £1500 raised via donations from group organisations The charity has gained grant funding of £1000 fromWakefieldMDC. |
|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Education in the architecture, geography, natural and social history of the area of benefit is gathering momentum and is supported by correspondence from Sir David Attingbrough |
|---|---|---|
| Focus has been on developing local awareness of FoWW and developing an online presence. It |
| Performance of fundraising activities against objectives set |
Para 1.41 | is via this work that membership has been achieved and alongside this donations have been given. |
|---|---|---|
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | As at 6th June 2023, there was £1,376 in the bank. Income: 2,911.80 Expenditure: 974.80 As at 31st December 2023, there was £3,313 in the bank. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | N/A |
| Amount of reservesheld | Para1.22 | Zero |
| Reasons for holding zero reserves |
Para 1.22 | Charity still developing |
| 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 | N/A |
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 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 | ● Capacity: Trustees are proactive and committed but time is a limited resource. ● Financial: lack of funds to carry out the charity’s object. |
Structure, Governance and Management
| Descriptionofcharity’s trusts: | N/A | |
|---|---|---|
| Type of governing document | Para 1.25 | Trust Deed |
| How is the charity constituted? | 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 | Prospective Trustees are invited to apply either in person or from the newsletter circulated to our extensive list of contacts. Elected at a full Trustee meeting. Confirmed at an AGM. |
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 | Prospective Trustees are invited to attend and observe a meeting prior to submitting an application. Successful applicants are invited to a ‘wall walk’ to learn about Charles Waterton and his wall. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Trustees work in one (or more) of the four work areas: ● Development and Restoration ● 2026/Restoration/’Our Year’ ● Finances ● Administration |
| Relationship with any related parties |
Para 1.51 | We enjoy good working relationships with The Waterton Park Hotel, Waterton Park Golf Club, Walton PC, WMDC. |
Reference and Administrative details
| Charity name | Friends of Waterton’s Wall |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1203426 |
| Charity’s principal address | ℅ 6 Oaklands Croft Walton Wakefield WF26LU |
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 (ifany) |
|
|---|---|---|---|---|
| 1 | Katharine Ann Dews | Secretary | 16 January 2024 | |
| 2 | Dr Jonathan Gorst | 19 March 2024 | ||
| 3 | Simon Michael Kershaw | |||
| 4 | Alexander Russell Moran |
|||
| 5 | Kate Ann Nixon | |||
| 6 | John Thornton Smith | Chair | ||
| 7 | John Dennis Whitaker |
– 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 whole year |
|
|---|---|---|
| **N/A ** |
Funds held as custodian trustees on behalf of others
Description of the assets held in N/A this capacity Name and objects of the charity on whose behalf the assets are N/A held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such N/A assets from the charity’s own assets
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signed on behalf of | the charity’s trustees |
|---|---|
| Signature(s) Full name(s) |
|
| John Thornton Smith | |
| Position Date |
|
| Chair | |
| 4 July 2024 |