| 31St MARCH 2024 | ||
|---|---|---|
| INCOME | 2024 | 2023 |
| Land rental | 2130.00 | 2130.00 |
| Interest | 78.58 | 26.10 |
| PCC donation | 130.00 | 130.00 |
| Grapevine donation | 500.00 | |
| £2338.58 | £2776.10 | |
| EXPENDITURE | ||
| Vouchers for distribution | 2280.00 | 2390.00 |
| Land management fee | 191.72 | 191.72 |
| £2471.72 | £2581.72 | |
| Excess of expenditure over income for the year | ||
| 133.14 | ||
| Excess of income over Expenditure | 194.38 | |
| Funds at 1s1April | 4574.07 | 4379.69 |
| Funds at 31 March |
4460.93 | 4574.07 |
| REPRESENTED BY | ||
| Cash at bank — deposit account | 4460.93 | 4574.07 |
| At 3l | March 2024 the following assets were held: | March 2024 the following assets were held: | |
|---|---|---|---|
| Asset | Valuation basis | Value | |
| Long Clawson Land | Est. market value | 80641.001 | |
| 31 March 2024 | 80641.00 |
| SORP reference | |||||
|---|---|---|---|---|---|
| Summary of the purposes of the charity as set out in its |
Para 1−17 | "Bread for widows, aged poor and such as have large families" |
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| governing document | |||||
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the |
Para 1.17 and 1.19 i |
The purpose of this charity is to provide a little extra for those residents in the parish of VVhissendine who are in need; by awarding vouchers redeemable in the local |
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| activities, projects or | shop against food and other consumables. | ||||
| services identified in the | |||||
| accounts. | |||||
| Statement confirming | Para 1.18 | Eligibility criteria apply: | |||
| whether the trustees have | Pensioner(s) in receipt of no income other | ||||
| had regard to the guidance | than the state pension (those eligible for | ||||
| • | issued by the Charity | pension credit) | |||
| Commission on public | A widow/widower whose partner has died | ||||
| benefit | in the last 12 months | ||||
| A person who has ceased employment this yeardue to ill−health A parent of 3 or more children in receipt of |
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| "working tax credits" | |||||
| Additional information (optional | |||||
| Gifts are awarded each December, on | |||||
| Para 1.38 | receipt of application by those eligible. | ||||
| Policy on grant making | Applications for gifts are invited in | ||||
| .• | November each year, by publication in the parish magazine, The Grapevine'. (The |
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| Grapevine is delivered free of charge to | • | ||||
| , | every home in the village). [590 in 2023−4] | ||||
| Policy on social investment | N/A | ||||
| including program related | Pam 1.38 | ||||
| investment | |||||
| N/A, Other than administration: design of | |||||
| Para 1.38 | the advert, assessment of need, production | ||||
| Contribution made by | and delivery of vouchers and admin for | ||||
| volunteers | reimbursement of shop for vouchers | ||||
| accepted, and associated record keeping | |||||
| and reporting. |
| Achievements an | d Pe | r | formance | |
|---|---|---|---|---|
| SORP reference | ||||
| . | ||||
| 24 requests for support received Nov/Dec | ||||
| 2023; 23 accepted as valid within the terms | ||||
| of eligibility. Each recipient gifted vouchers | ||||
| Summary of the main achievements of the charity, identifying the difference the |
• | Para 1. 20 ' | to a value of £100. Total awards for the year£2300. Total Claimed:. £2280 |
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| charity's work has made to | ||||
| the circumstances of its | ||||
| beneficiaries and any benefits to society as |
wider a |
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| whole. | ||||
| • | ||||
| . | ||||
| − | ||||
| . |
| ou may choose to include fur | ther statemen | ts where relevant about: |
|---|---|---|
| N/A | ||
| Achievements against | Para 1.41 | |
| objectives set | ||
| N/A | ||
| Performance of fundraising | ||
| activities against objectives | Para 1.41 | |
| set | − | |
| , | Land value c£80,641 est. (Savills report | |
| Mar 2023−Poor grazing Rental £2130 | ||
| Investment performance | Para 1.41 | (gross) rate of return on land 2.64%. |
| against objectives | (£1938.28 net of management cost + VAT) | |
| Rental at market rate. | ||
| Other | ||
| − |
| Structure Governance | Structure Governance | and Manag | ement |
|---|---|---|---|
| Description of charity's | Land trust | ||
| trusts: | |||
| Type of governing document | Para 1.25 | Trust | |
| (trust deed, royal charter) | |||
| How is the charity | Para 1.25 | ||
| constituted? • |
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| (e.g unincorporated | |||
| association, CIO) | − | ||
| Trustee selection methods | Para 1.25 | VVhissendine Parish Council acts as | |
| including details of any constitutional provisions e.g. election to post or name of |
trustee. Those accepting the role of Councillor in Whissendine Parish Council automatically become trustees. UK |
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| any person orbody entitled to appoint one or more |
Electoral law governs eligibility for role of Councillor including residence/land |
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| trustees | ownership in the Parish. There are a | ||
| maximum of 9 councillors (trustees) at any | |||
| onetime. | |||
| **Additional information ** | (optional) | ||
| **You may choose to include further statements ** | where relevant about: | ||
| Policies and procedures | N/A . |
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| adopted for the induction | |||
| and training of trustees | |||
| Para 1.51 | |||
| The charity's organisational | Stand−alone organisation, trustees meet 3 | ||
| structure and any wider | Para 1.51 | times a year, including the annual report of | |
| network with which the | activities to a public meeting: the Village | ||
| charity works | Meeting. | ||
| Trust accepts occasional donations from St | |||
| Andrew's PCC: Bishop's Fund. [The | |||
| Relationship with any related parties |
Para 1.51 | Bishop's fund has compatible objectives to support poor families within the village but |
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| their resources have dwindled so that | |||
| independent allocation of funds would not | |||
| be effective. | |||
| Trust provides vouchers that can be used in | |||
| Other | the village shop. The shop, a general store, | ||
| accepts vouchers against any product they | |||
| sell; at full face value. The trust reimburses | |||
| the shop in February for those vouchers | |||
| accepted in December/January. The | |||
| operators of the shop make no charge for | |||
| handling the vouchers or to cover the delay | |||
| in receiving payment. |
| inancial Review | ||
|---|---|---|
| Review of the charity's | Para 1.21 | |
| financial position at the end | ||
| of the period | ||
| Statement explaining the | Para 1.22 | Reserve held to provide funds in those |
| policy for holding reserves | yearswhere the cost of meeting | |
| stating why they are held Amount of reserves held |
Para 1.22 | applications exceeds income for the year. £4460.93 (31 Mar 2024) |
| Reasons for holding zero | Para 1.22 | N/A |
| reserves | ||
| Details of fund materially in | Para 1.24 | N/A |
| deficit | ||
| Explanation of any | Para 1.23 | N/A |
| uncertainties about the | ||
| charity continuing as a going | ||
| concern | ||
| dditional information (optional | ||
| Rental income from 16.048 acres of poor | ||
| pasture in Long Clawson, Leicestershire. | ||
| The charity's principal sources of funds (including |
Para 1.47 | (The land originally gifted for the purpose of generating income to be distributed to the |
| anyfundraising) | poor in VVhissendine; gifted in 1910) | |
| N/A | ||
| Investment policy and objectives including any |
Para 1.46 | |
| social investment policy | ||
| adopted | ||
| That the market rate for land rental | ||
| A description of the principal | generates significantly less money than | |
| risks facing the charity | Pam 1.46 | that demanded to meet the need. |
| That Ash−die back becomes severe and | ||
| requires expensive control. |
| Reference and Admini | strative details |
|---|---|
| Charity name | Poor's Land (Long Clawson) |
| Other name the charity uses | Long Clawson Land Charity |
| Registered charity number | 217551 (Deregistered 2017: de minimus) |
| Charity's principal address | The Charity has no offices the postal address is care of the |
| home address of the Clerk to the Parish Council. | |
| d o 33 Ashwell Road, Whissendine, Rutland. LE15 7EN |
| me | s of the charity tru | stees who manage th | e charity | |
|---|---|---|---|---|
| Trustee name | Offi (if any) ce |
Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|
| 1 | William Farr | Parish Councillor | ||
| 2 | Jane Buckley | Parish Councillor | ||
| 3 | David Hatton | Parish Councillor | Until 7 May 2023 | |
| 4 | Linda Arnold | Parish Councillor | ||
| 5 | Carole East | Parish Councillor | ||
| 6 | Cynthia Moss | Parish Councillor | • | |
| 7 | Paul Greenlay | Parish Councillor | ||
| 8 | Kevin Thomas | Parish Councillor | ||
| 9 | Gillian Wilkins | Parish Councillor | ||
| 10 | Tim Collins | Parish Councillor | Since 5 June 2023 | . |
| ame of trustees holding title t | o property belonging to the ch |
|---|---|
| Trustee name | Dates acted if not for whole year |
| Whissendine Parish Council |
| Type of | Name | Address |
|---|---|---|
| adviser |