## **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|