## **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)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**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 Insti￿te On accounis for the ygar •nd•d 31 January 2024 Charlty no 111 any) 217951 Sot out on pay• 1and2 i.Jg¢. liurn￿b.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 ffjspmsi￿O for the prepardtlon bas1$ of rnport ol the a￿Unts kn acc￿￿nCe 7Mth the requi￿rnents of the Chaiilies Act 20111"th& Acri. I rewt in of my eX￿OnalIt￿ of the Trust's accl￿nIS carried out under secbon 145 01 the 2011 A¢1 and In cal￿.ng o(rt my examination, I have followed the applicable th.rectiC￿S 9N8n by the Charity Cwiml8sion under $edic￿ 14515Xbl ol Ihe Acl. I hav& ¢tynpleted my examination. I ￿firn thal no material matters have come lo my attention lother than Ihal disdosed below'l in ￿￿ne¢￿0n wlth Ihe 8xaminalK)n which glves m& cause io beligv& Ihal in, any material re5PeCt.' aCc￿nting were not kept in afxordar￿a wlth secllcfj 130 of the Act the accounls do not ac(>Nd thg Oo￿n11n9 re¢ords I hav& no ccficems and havè com8 across no other matter5 in connection with lh& examlnalx)n lo vthich attention shcyjld be drawn In orler lo enablo Pfopor undetstsnding of thg act￿nIS to be reathed. . Heas lele Ihe words in the brackets rfthey do notappty. Indgpendènt examlnerf$ 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, Inde￿nden1 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