2024-03-31-accounts - Friends Of Bolehill Wood

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 13/07/2023 Period start date To 31/03/2024 Period end date Charity name: FRIENDS OF BOLEHILL WOOD Charity registration number: 1203979

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The objects of the CIO are, for the public benefit of the local community, the conservation of the environment of Bolehill Wood, Sheffield S8, in particular but not exclusively by (a) promoting good woodland management (b) opposing any detrimental use (c) raising funds to buy any available part of Bolehill Wood to manage it on behalf of the local community (d) advancing the education of the local community regarding local conservation and wildlife.
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	Main activities: - Submitting Local Green Space Designation Application to Local Authority - Registered as Ancient Woodland - Raised awareness of woodland and wildlife amongst local community
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	They have had regard to the guidance

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	Drafting of submission documents to Local Authority and other bodies – see achievements and performance below

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	First year of operating as a charity. Significant achievements include: - Submitting Local Green Space Designation Application to Local Authority - Registered as Ancient Woodland - Raised awareness of woodland and wildlife amongst local community

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	No objectives set
Performance of fundraising activities against objectives set	Para 1.41	N/A
Investment performance against objectives	Para 1.41	N/A

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Reserves at 31st March 2024:: £12,596.61
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves held with intention of attempting to buy woodland (or portions thereof) if and when they become available
Amount of reserves held	Para 1.22	£12,596.61
Reasons for holding zero reserves	Para 1.22	N/A
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	No uncertainties at present

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	Personal Donations
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	No risks facing charity. Risks around stated aims in line with general conservation risks.

Structure, Governance and Management

Description of charity’s trusts:		N/A
Type of governing document (trust deed, royal charter)	Para 1.25	Memorandum and articles of association
How is the charity constituted? (e.g unincorporated association, CIO)	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	Volunteer based.

Additional information (optional) You may choose to include further statements	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	Induction – reading articles of association Training- none
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Trustees with chair, secretary and treasurer Members (non-paid) Quarterly committee meetings – open to trustees and all members – for decision making Annual AGM with members
Relationship with any related parties	Para 1.51	N/A
Other		N/A

Reference and Administrative details

Charity name	FRIENDS OF BOLEHILL WOOD
Other name the charity uses	N/A
Registered charity number	1203979
Charity’s principal address	15A COBNAR AVENUE SHEFFIELD S8 8RL

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)
Penelope Dembo	N/A	Whole Year	N/A
Christopher Robinson	N/A	Whole Year	N/A
Nicola Eastburn	N/A	Whole Year	N/A
Jennifer Marsden- Lambert	N/A	Whole Year	N/A
Robin Scott	N/A	Whole Year	N/A
Kathleen Jordan	N/A	Whole Year	N/A
Pauline Zelaieta	N/A	Whole Year	N/A
Matthew Falconer	N/A	Whole Year	N/A

– 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 this capacity	No 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	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

	Names and addresses of advisers (Optional information) Type of adviser Name Address	Names and addresses of advisers (Optional information) Type of adviser Name Address	Names and addresses of advisers (Optional information) Type of adviser Name Address
	N/A
	Name of chief executive or names of senior staff members (Optional information)
	N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

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		Penny Dembo
	CHRISTOPHER ROBINSON	PENELOPE DEMBO
	TREASURER	CHAIR
	20thNovember 2024
	20thNovember 2024

	Charity Name	Charity Name	Charity Name	No (if any)	CC16a
	For the period from	Period start date	To	Period end date

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £	Restricted funds to the nearest £	Endowment funds to the nearest £	Total funds to the nearest £	Last year to the nearest £
Personal Donations	2,410	-	-	2,410	-
*Sub total*(Gross income for AR)	2,410	-	-	2,410	-

A2 Asset and investment sales, (see table).
N/A	-			-
*Sub total*	-			-	-
*Total receipts* A3 Payments
					-

PrintingCosts	150	-	-	150	-
**Sub total **	150	-	-	150	-

A4 Asset and investment purchases, (see table)
N/A	-			-
**Sub total **	-			-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					-

	2,260			2,260	-
	-			-	-
	10,337			10,337	-
	12,597			12,597	-

CCXX R1 accounts (SS)

20/11/2024

Section B Statement of assets and liabilities at the end of the period

Details N/A Details *Total cash funds* (agree balances with receipts and payments account(s)) N/A Co Op Charity Account Details Details N/A Details N/A PennyDembo Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 12,597 - 12,597 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - Fund to which asset belongs Cost (optional) - Fund to which asset belongs Cost (optional) - Fund to which liability relates Amount due (optional) - Print Name CHRISTOPHER ROBINSON PENELOPE DEMBO	Endowment funds to nearest £
		-
		-
		OK
		Endowment funds to nearest £
		-
		Current value (optional)
		-
		Current value (optional)
		-
		When due (optional)


		Date of approval
	CHRISTOPHER ROBINSON	20/11/2024
PennyDembo	PENELOPE DEMBO	20/11/2024

CCXX R2 accounts (SS)

20/11/2024