Trustees’ Annual Report for the period
From 22/10/24 Period start date To 21/10/25 Period end date
Charity name: Wareham Area Men’s Shed
Charity registration number:1210615
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote social inclusion for the public benefit by preventing people, in particular but not exclusively men aged 18 or over, within Wareham and the surrounding area, from becoming socially excluded, relieving the needs of those people who are socially excluded and assisting them to integrate into society through the provision of facilities in which they can meet jointly or individually to undertake creative, physical or recreational activities, learn or pass on skills and knowledge and support each other socially. For the purpose of this clause 'socially excluded' means being excluded from society, or parts of society, as a result of one of more of the following factors: unemployment; financial hardship; youth or old age; ill health (physical or mental).” |
| 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 | Meeting regularly to discuss and support each member of the Wareham Area Men’s Shed to promote social inclusion. The Charity undertakes wood building projects, social activities for members and support for the local community. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees regularly meet to ensure all members of the charity are not socially isolated. |
Additional information (optional)
You may choose to include further statements where relevant about:
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| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | The charity does not make grants. |
| Policy on social investment including program related investment |
Para 1.38 | The WAMS CIO meets regularly three times per week and at other times. All members are welcome at these sessions Members meet in the workshop to construct various items for the community either in the workshop or onsite. They also meet socially every fortnight. |
| Contribution made by volunteers | Para 1.38 | The volunteers construct various items made of wood for the benefit of the local community. Helping out at local fairs to enable donations for shed products. |
| Other |
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 | The main benefits of the charity are friendship, fellowship and support. The charity supports volunteers or members through their physical and mental disabilities. The discussions of these stresses and their relief is of considerable benefit to volunteers in the charity and clients who benefit from the work of the charity in the community. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Objectives are consistently met through regular social interactions. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | The charity has not been fund raising in this financial year. |
| Investment performance against objectives |
Para 1.41 | There have been no investments this financial year |
| Other |
Financial Review
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| Review of the charity’s financial position at the end of the period |
Para 1.21 | Please note separate financial reports and statements |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity held no reserves separate to the main accounts in this financial year |
| Amount of reserves held | Para 1.22 | See separate report |
| Reasons for holding zero reserves |
Para 1.22 | Reserves are held in the main account |
| Details of fund materially in deficit |
Para 1.24 | Not relevant |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The Charity intends to continue through the next financial year. |
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 | Members subscriptions Donations from clients |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | The charity invests in a uniform polo shirt which is named. Members buy these at a subsidised rate. Members also are provided with a labelled mug for beverages in the social area of the workshop. |
| A description of the principal risks facing the charity |
Para 1.46 | The workshop is a rental property 3 miles away from Wareham Town centre which has needed modification to function as a workshop for disabled members. Numbers are increasing and we need more space to function. The charity recognises a need to invest in more complex tools. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: | The charity has no trusts | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Trust deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation |
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| 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 | The trustees were initially elected at an Extraordinary General meeting to constitute the CIO. They were then re- elected at the AGM in June 2025. There are no trustees representing other organisations. |
|---|---|---|
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 | All trustees are aware of the obligations of trustees. They are given a short manual after they have made the declarations. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The WAMS CIO is a member of the national organisation of UK Men’s sheds. |
| Relationship with any related parties |
Para 1.51 | None |
| Other |
Reference and Administrative details
| Charity name | Wareham Area Men’s Shed |
|---|---|
| Other name the charity uses | WAMS, Wareham Mens Shed |
| Registered charity number | 1210615 |
| Charity’s principal address | 1 Stowell Crescent WAREHAM BH20 4PT |
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 (if any) |
|---|---|---|---|
| Harold Forbes | Chairman Treasurer |
Appointed at start of CIO | None |
| Philip Dawson | Secretary | Appointed at start of CIO | None |
| Robert Lee | Appointed at start of CIO | None | |
| Robert Apperley | Appointed at start of CIO | None | |
| Geoff Harris | Appointed at start of CIO | None | |
| Andrew Morrison | Appointed at start of CIO | None | |
| John Buckle | Appointed at start of CIO | None | |
| Andrew Bell | Appointed June 25 | None |
Corporate trustees – names of the directors at the date the report was approved
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Director name
None
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| None |
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
None |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
Not relevant |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
Not relevant |
Additional information (optional)
| Additional information(optional) | Additional information(optional) | Additional information(optional) |
|---|---|---|
| Names and addresses of advisers (Optional information) | ||
| Type of adviser |
Name | Address |
| None | ||
| Name of chief executive or names of senior staff members (Optional information) | ||
| None |
Exemptions from disclosure
Reason for non-disclosure of key personnel details
None
Other optional information
None
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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 |
Harold Forbes | Philip Dawson |
| Chair | Secretary | |
| Date | Wednesday 5th August 26 |
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| Member | Member | Wareham Area Men's Shed CIO | Wareham Area Men's Shed CIO | Wareham Area Men's Shed CIO | Wareham Area Men's Shed CIO | 1210615 | 1210615 | 1210615 | CC16a | |
|---|---|---|---|---|---|---|---|---|---|---|
For the period from |
Period start date 01/11/2024 |
To |
Period end date 31/10/2025 |
|||||||
| Section A Receipts andpayments | ||||||||||
| Receipts | to the nearest £ Unrestricted funds |
to the nearest £ Restricted funds |
Total funds to the nearest £ |
Last year to the nearest £ |
||||||
| Membershipfees | 5,832.55 | 0.00 | 5,832.55 | 0 | ||||||
| Donations inc afterprojects | 8,369.93 | 0.00 | 8,369.93 | 0 | ||||||
| Restricted Donations & Grants | 0.00 | 0.00 | 0.00 | 0 | ||||||
| Sales / event income | 810.15 | 0.00 | 810.15 | 0 | ||||||
| Gift Aid | 0.00 | 0.00 | 0.00 | 0 | ||||||
| Contribution to events | 735.00 | 0.00 | 735.00 | 0 | ||||||
| Sub total (Gross income for AR) | 15,747.63 | 0.00 | 15,747.63 | 0 | ||||||
| Asset and investment sales | ||||||||||
| Sale of assets | 129.20 | 0.00 | 129.20 | 0.00 | ||||||
| Sale of investments | 0.00 | 0.00 | 0.00 | 0.00 | ||||||
| Sub total | 129.20 | 0.00 | 129.20 | 0.00 | ||||||
| Total receipts | 15,876.83 | 0.00 | 15,876.83 | 0.00 | ||||||
| Payments | ||||||||||
| Shed premises costs | 3,298.00 | 0.00 | 3,298.00 | 0.00 | ||||||
| Insurance and subscriptions | 524.12 | 0.00 | 524.12 | 0.00 | ||||||
| Materials & consumables | 2,868.61 | 0.00 | 2,868.61 | 0.00 | ||||||
| Small tools | 99.99 | 0.00 | 99.99 | 0.00 | ||||||
| New Site | 4,244.68 | 0.00 | 4,244.68 | 0.00 | ||||||
| Refreshments & cleaning | 147.93 | 0.00 | 147.93 | 0.00 | ||||||
| Admin/Office costs | 880.96 | 0.00 | 880.96 | 0.00 | ||||||
| Object Activies | 1,750.14 | 0.00 | 1,750.14 | 0.00 | ||||||
| 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | ||||||
| 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | ||||||
| Sub total | 13,814.43 | 0.00 | 13,814.43 | 0.00 | ||||||
| Asset and investmentpurchases | ||||||||||
| Hand and power Tools (>£25) | 0.00 | 0.00 | 0.00 | 0.00 | ||||||
| Workshop machines | 0.00 | 0.00 | 0.00 | 0.00 | ||||||
| Sub total | 0.00 | 0.00 | 0.00 | 0.00 | ||||||
| Total payments | 13,814.43 | 0.00 | 13,814.43 | 0.00 | ||||||
| Net of receipts/(payments) | 2,062.40 | 0.00 | 2,062.40 | 0.00 | ||||||
| Transfers between funds | 0.00 | 0.00 | ||||||||
| Cash funds last year end | 0.00 | 0.00 | 0.00 | 0.00 | ||||||
| Cash funds this year end | 2,062.40 | 0.00 | 2,062.40 | 0.00 | ||||||
| Section B Statement of assets and liabilities at the | Section B Statement of assets and liabilities at the | Section B Statement of assets and liabilities at the | Section B Statement of assets and liabilities at the | Section B Statement of assets and liabilities at the | end of the period | end of the period | end of the period | end of the period | ||
|---|---|---|---|---|---|---|---|---|---|---|
| Categories Cash funds |
to nearest £ Unrestricted funds |
to nearest £ Restricted funds |
to the nearest £ Total current Period |
Last year to the nearest £ |
||||||
| Current account | 2,062.40 | 0.00 | 2,062.40 | 0.00 | ||||||
| Deposit account | 0.00 | 0.00 | 0.00 | 0.00 | ||||||
| Cash | 0.00 | 0.00 | 0.00 | |||||||
| Total cash funds | 2,062.40 | 0.00 | 2,062.40 | 0.00 | ||||||
| (agree balances with receipts and payments account(s)) |
OK | OK | OK | OK | ||||||
| Other monetary assets | ||||||||||
| Stocks/goods for sale | 0.00 | |||||||||
| Debtors | 0.00 | |||||||||
| 0.00 | ||||||||||
| 0.00 | ||||||||||
| 0.00 | ||||||||||
| 0.00 | 0.00 | |||||||||
| Investment assets | ||||||||||
| 0.00 | ||||||||||
| 0.00 | ||||||||||
| 0.00 | ||||||||||
| 0.00 | ||||||||||
| 0.00 | ||||||||||
| 0.00 | 0.00 | |||||||||
| Assets retained for the Shed’s own use |
||||||||||
| Buildings | 0.00 | 0.00 | ||||||||
| Large items of machinery | 0.00 | 0.00 | ||||||||
| Power tools | 0.00 | 0.00 | ||||||||
| Hand tools | 0.00 | 0.00 | ||||||||
| Other assets | 0.00 | 0.00 | ||||||||
| 0.00 | 0.00 | |||||||||
| Liabilities | ||||||||||
| Trade creditors | 0.00 | |||||||||
| Accrued expenses | 0.00 | |||||||||
| 0.00 | ||||||||||
| 0.00 | ||||||||||
| 0.00 | ||||||||||
| 0.00 | 0.00 | |||||||||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Date of approval |
|||||||
| Harold Forbes | 04/08/2026 | |||||||||