Trustees’ Annual Report for the period
From 01/01/2023 Period start date To 31/12/2023 Period end date
Charity name: Thornham United Charities
Charity registration number: 207452 (Fuel Allotment)
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide relief for the poor of the Parish of Thornham and, once this is met, for the general benefit of the Parish of Thornham |
| 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 |
The main activities are: 1.providing assistance to villagers in need 2.provision of amenities if 1 above is not required |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In planning our activities for the year,we kept in mind the Charity Commission’s guidance on public benefit at our Trustee meetings. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
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 | Conversion of a 17.5 acre field from agricultural usage into a wildflower meadow, orchard and other types of biodiversity for the use and enjoyment by the village. This required us to obtain grants and donations throughout the year, as well as designing and carrying out the necessary alterations. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
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|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity’s financial position at the end of the financial period is robust with an adequate level of reserves. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | To maintain adequate financial reserves in order to meet the needs of the organisation and ensure that the core activities could continue during a period of unforeseen difficulty. |
| Amount of reserves held | Para 1.22 | £40,000 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | none |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | none |
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 |
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|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution set up by the Enclosure Act 1797, updated in 2009 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| 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 | Trustees are appointed in line with the Governing Document |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Thornham United Charities |
|---|---|
| Other name the charity uses | Fuel Allotment/Walterson’s Charity/Hogge Charity |
| Registered charity number | 207452,207453,212884, |
| Charity’s principal address | Greenacre Thornham Rd Holme next Sea PE36 6LR |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Patricia Hewitt | Chairman | |||
| John Warham | Secretary | |||
| Ian Barrett | Treasurer | |||
| Colin Venes | 30thMarch 2023 | |||
| Robert Goddard | 21stSeptember 2023 | |||
| Rachel Dines | 1stJanuary to 30thMarch 2023 |
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– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the 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
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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) John Joseph Warham
Position (eg Secretary, Secretary Chair, etc)
Date
12[th] May 2024
Charity Name No (if any) Thornham United Charities Receipts and payments accounts CC16a For the period Period start date Period end date To from 1st January 2023 31st December 2023
Section A Receipts and payments
| to the nearest £ A1 Receipts Rent from Land 1,375 Interest 298 Greants re Jubilee Meadow - Donations - Gift Aid - - - - 1,673 - - Sub total - Total receipts 1,673 A3 Payments Titchwell Charities 458 Insurances 969 Subscriptions 50 IT & Website - Jubilee Meadow Costs - Legal &professional - - - - Sub total 1,477 - - Sub total - Total payments 1,477 Net of receipts/(payments) 196 A5 Transfers between funds 494 A6 Cash funds last year end 9,778 Cash funds this year end 10,468 Unrestricted funds Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ 500 - 19,837 44,321 4,759 - - - 69,417 - - - 69,417 - - - 1,018 40,830 3,402 - - - 45,250 - - - 45,250 24,167 - 494 - 23,673 Restricted funds |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Endowment funds |
Total funds to the nearest £ 1,875 298 19,837 44,321 4,759 - - - 71,090 - - - 71,090 458 969 50 1,018 40,830 3,402 - - - 46,727 - - - 46,727 24,363 - 9,778 34,141 |
Last year to the nearest £ |
|---|---|---|---|---|
| 2,309 | ||||
| 227 | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| 2,536 | ||||
| - | ||||
| - | ||||
| 2,536 | ||||
| 458 | ||||
| 759 | ||||
| 510 | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| 1,727 | ||||
| - | ||||
| 1,727 | ||||
| 24,167 | - | 24,363 | 809 | |
| - 494 | - | - | - | |
| - | - | 9,778 | 8,969 | |
| 23,673 | - | 34,141 | 9,778 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Barclays Bank Details COIF - Income Units Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 10,468 26,673 - - - - 10,468 26,673 OK Agreement Error to nearest £ to nearest £ 8,271 - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name JJ Warham Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
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| OK | |||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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| JJ Warham | 12th May2024 | ||