Trustees’ Annual Report for the period
From 01/02/2023 Period start date To 31/01/2024 Period end date
Charity name: Ravenstone with Snibston Institute
Charity registration number: 217951
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To maintain the premises as a safe environment for use by the community |
| 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 |
Emergency Shelter with the Village Education (PreSchool) Entertainment within the Village, Fitness Classes, Social Functions, Coffee afternoons for our villagers |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees are aware of the guidance given by the commission |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | We do not make grants. |
| Policy on social investment including program related investment |
Para 1.38 | At this time all our proceeds are invested in the ongoing maintenance and improvement of our Village Hall. |
| Contribution made by volunteers |
Para 1.38 | Volunteers help us occasionally when an event calls for a lot of effort and input. All help is received gratefully and free of charge. |
| 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 | In this last year, we have started an afternoon mingle, where we invite our local community to pop in and have a chat with other villagers and we provide refreshments and invite anyone that would like to talk to our residents. We have an ongoing development plan where we aim to identify the needs of the building and community. And when funds permit the development plan is delivered. We are aware of the changing needs of the community and try to address these relevant issues. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| 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 | See attached report |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Our financial statement allows for an emergency fund |
| Amount of reserves held | Para 1.22 | £15000 |
| 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 | N/A |
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 |
Hiring out of the building for PreSchool and parties, classes, etc |
|---|---|---|
| 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: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | An operational Policy is in place |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | All Trustees have equal nomination and voting rights |
| 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 | All trustees and officers are nominated and voted for at the AGM. No external agency has authority to appoint a trustee. |
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 |
We have a welcome pack to hand to new Trustees outlining the nature of our group. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | We have an appointed Chair Person, Vice chairperson, treasurer, secretary and auditor. We share ideas and opportunities with other groups in the village such as Parish Council and Ravenstone Events Group. |
| Relationship with any related parties |
Para 1.51 | None |
| Other |
Reference and Administrative details
| Charity name | Ravenstone and Snibston Institute |
|---|---|
| Other name the charity uses | |
| Registered charity number | 217951 |
| Charity’s principal address | Jon Abbott, St Marys House, St Marys lane, Coalville. Leics LE67 3HS |
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) |
|---|---|---|---|---|
| MaryAbbott | Chair | |||
| Jon Abbott | Secretary | |||
| TraceyBates | Treasurer | |||
| MaryDanaher | ||||
| Susan North | ||||
| JoyWhite | ||||
| Robert White | Vice Chair | |||
| Gemma Newbold | ||||
| Stephen Sweet | ||||
– 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
none
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)
Position (eg Secretary, Chair, etc)
Date
| Charity Name |
Charity Name |
Charity Name |
No (if any) | CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 2/1/2023 |
To | Period end date 1/31/2024 |
||
| Section A Receipts and payments | |||||
| A1 Receipts 40,458 - - - - - - - 40,458 - - Sub total - Total receipts 40,458 A3 Payments 33,620 - - - - - - - - Sub total 33,620 - - Sub total - Total payments 33,620 Net of receipts/(payments) 6,838 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 6,838 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 40,458 - - - - - - - 40,458 - - - 40,458 33,620 - - - - - - - - 33,620 - - - 33,620 6,838 - - 6,838 |
Last year to the nearest £ |
|
| - - - - - - - - - |
40,458 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| 40,458 | - | ||||
| - - - |
- | ||||
| - | - | ||||
| - | - | ||||
| - | 40,458 | - | |||
| - - - - - - - - - - |
33,620 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| 33,620 | - | ||||
| - - - |
- | ||||
| - | |||||
| - | - | ||||
| - | 33,620 | - | |||
| - | - - - - |
6,838 | - | ||
| - | - | - | |||
| - | - | - | |||
| - | 6,838 | - |
| 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 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 Details Details Details Details Signature tk bates Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - - - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name TraceyBates 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 |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| tk bates | TraceyBates | 11/3/2024 | |
CHARITY COMMISSION FOR ENGLANO ANO WALES Independent examiner's report on the accounts S•¢llon A Independent Examinerf$ Report Report to the trust••sl m•mb•rs at Ravenstone Snibstone Instite On accounis for the ygar •nd•d 31 January 2024 Charlty no 111 any) 217951 Sot out on pay• 1and2 i.Jg¢. liurnb.I.4 rlath l TeFort to trustee5 on my 9xaminall) ol Ihe a¢xY)unts of Ihe atYJVO charityllhe Trusfi for Ihe ygar endad R•spon8lbllltl•¥ and As the charity Injslees of thg TrusL Y 8rn ffjspmsiO for the prepardtlon bas1$ of rnport ol the aUnts kn accnCe 7Mth the requirnents of the Chaiilies Act 20111"th& Acri. I rewt in of my eXOnalIt of the Trust's acclnIS carried out under secbon 145 01 the 2011 A¢1 and In cal.ng o(rt my examination, I have followed the applicable th.rectiCS 9N8n by the Charity Cwiml8sion under $edic 14515Xbl ol Ihe Acl. I hav& ¢tynpleted my examination. I firn thal no material matters have come lo my attention lother than Ihal disdosed below'l in ne¢0n wlth Ihe 8xaminalK)n which glves m& cause io beligv& Ihal in, any material re5PeCt.' aCcnting were not kept in afxordara wlth secllcfj 130 of the Act the accounls do not ac(>Nd thg Oon11n9 re¢ords I hav& no ccficems and havè com8 across no other matter5 in connection with lh& examlnalx)n lo vthich attention shcyjld be drawn In orler lo enablo Pfopor undetstsnding of thg actnIS to be reathed. . Heas lele Ihe words in the brackets rfthey do notappty. Indgpendènt examlnerf$ statement Slgn•d: Dat•: 3 November 2024 Nam•: 9r van Ommen R•l8vant prof•sslonal quallflcatlonlsl or body 111 any): Addrns8: 30 The Me&Jo• Shepshed LE12 90N IER October 2018
Sèctlon B Dlsclosure Only comtAete rf the examiner needs lo highlight matters of concern (see CC32, Indenden1 examinalK)n ol charity accounts: directK)ns and guidance for examiner51. NONE GIV9 here brlfjf detalls of any Items that tho examlner wlshes to dlsclos•. IER October 2018