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2024-10-31-accounts

Shap Community CIO Registered Charity Number 1205962 Annual Report for the Year Ended 31 October 2024

Review of the year

The society was formally registered as the charity “Shap Allotment Society” on 29 November 2023, following four years of successful operation. The Society holds a lease on the allotment grounds until 14[th] November 2029. The primary aim of the Society is to promote the interests of members in their gardening activities, with regard to the proper cultivation and enjoyment of the allotments.

Following demand for plots, additional spaces have been added and there are now 26 plots on the site. Membership has fluctuated over the period, but most plots are actively managed and productive. Plot holders have continued to develop their facilities on what was, just a few years ago, a simple field.

The Society has established routines of maintenance, management and seed ordering, and has held occasional social events. There are several ideas under development to increase our profile in the community, to draw in new members, and to assist those who are new to allotmenteering.

I wish to express my appreciation to all those who have helped to grow the society, and who continue to contribute towards its success; to Sandy and Vera Carr, who have generously made the land available to us; to Vera Turnbull, whose vision enabled the formation of the allotments; to the Trustees, who put in great effort to ensure the smooth running of the allotments, and especially Billy Dawson, who works tirelessly to maintain the site; and not least, to our community of allotment holders – helpful, friendly and enthusiastic, a great bunch of people.

George Payne George Payne (Chair)

Office Bearers

At the Annual General Meeting on 31 October 2024, the following changes in Trustees and officers were approved by the members.

Resigned Vera Turnbull (Chair) Ian Turnbull Bev Gee

Appointed George Payne (Chair) Victoria Stevenson Sue Dawson Liz Kerrey (Secretary)

Reappointed Billy Dawson Eve Burrino (Treasurer)

Treasurer’s report

The charity received income of £818 in the year ended 31 October 2024 and incurred expenditure of £1,189, ending the year with a bank balance of £154. The shortfall of income against expenditure results from timing differences and the Society currently generates sufficient funds on an ongoing basis to meet its commitments.

At the Annual General Meeting on 31 October 2024 it was agreed to bring forward the due date for payment of membership fees for the following year to 30 September, to better match incomings and outgoings, and to enable the Society to improve its forecasting of cash flow.

The Society reviews its income and commitments on an annual basis to ensure that membership fees are sufficient to cover its outgoings. The most significant risk facing the Society is that vacant plots may result in a shortfall in income against expenditure. To this end, the Trustees are actively seeking ways to encourage membership and aiming to establish a waiting list to ensure full occupation. As part of the risk management process, the Society is currently in the process of establishing a Reserves Policy to ensure it maintains sufficient liquid resources.

Grounds and maintenance

As noted, thanks to the efforts of Billy Dawson, the area surrounding the allotments has been maintained in good order. Allotment holders are encouraged to ensure the borders of their allotments and the spaces in between allotments are kept trimmed and tidy.

Future Developments

The Trustees continue to seek ways to ensure all allotment holders are actively engaged with the Society and that allotments are actively managed,

Charity Name No (if any) Shap Allotments 1205962 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/11/2023 31/10/2024

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest £
543
71
204
-
-
-
-
-

818
-
-
-
818
223
256
280
90
80
260
-
-
-
1,189
-
-
-
1,189
- 371
-
525
154
Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total funds
to the nearest £
543
71
204
-
-
-
-
-
818
-
-
-
818
223
256
280
90
80
260
-
-
-
1,189
-
-
-
1,189

- 371
Total funds
to the nearest £
543
71
204
-
-
-
-
-
818
-
-
-
818
223
256
280
90
80
260
-
-
-
1,189
-
-
-
1,189

- 371
Last year
to the nearest £
Plot fees 543 -
Donation from fundraisingevents 71 -
Other 204 -
- -
- -
- -
- -
-
-
~~Sub total~~~~(Gross income for~~
AR)

818
-
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
-

Insurance
223 -
Seed order 256 -
Site rental 280 -
Allotment SocietyMembership 90 -
Bank charges 80 -
Other 260 -
- -
- -
- -
**Sub total ** 1,189 -
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
-
- 371 - -
- 371
-
- - - - -
525 - - 525 -
154 - - 154 -

CCXX R1 accounts (SS)

06/09/2025

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Cash at bank
Details
Details
Details
Eve Borrino
Signature
George Payne
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
154
-
-
-
-
-
154
-
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
George Payne
Eve Borrino
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
George Payne George Payne 31/08/2025
Eve Borrino Eve Borrino 31/08/2025

CCXX R2 accounts (SS)

06/09/2025

2