## **SHERWOOD AND WAUDBY CHARITY** 

## **CHAIRMAN’S REPORT 2021** 

## **I  became Chairman of the Charity  in January 2022.** 

**There were no face to face meetings during  the early part of 2021 due to Covid.  However, there was a meeting held on 23 November 2021.  2021 ended with a change of three Trustees:  Mr George Southern had overseen the new build behind the pond and these are now occupied.   As Chairman of the Charity, he had us play a major part in the refurbishment of the pond which is now thriving.  Mr Southern had been a Trustee for 20 years and Chairman for the last 10 years.  He will be remembered for all his sterling work and expertise on behalf of the Charity.** 

**Mr David Drew a long term dedicated Trustee, a practical and knowledgeable member, after 30+ years, left the Charity.   He also will be missed for his immense knowledge and understanding of the village and its people.** 

**The Rev David Messer, our ex officio Trustee, has also left us, as he moved to a new Parish.  His calming contributions will be hard to follow.** 

**We now have two new Parish Council representatives, Mr C Howard and Mr N Waudby.  The Rev T Kelly has just located to the Parish and is yet to attend his first meeting.** 

## **Completed projects:** 

**New replacement windows were provided for 3 properties at a cost of   £14,000** 

**New French drain behind No 73 East End     £6,600 All properties had their electrical certificates renewed    £3,000 Mere Cottage new patio installed** 

## **Grants were given to:** 

**Bowling Club    £1,190.00 Scouts 750.00 School                                 800.00 Junior Badminton            160.00** 



## **Helen Coulson (Dunning) Memorial Trust has given ninety donations over the last 13 years for Medical and Professions Allied to Medicine training.** 

## **2021 saw a number of projects still unresolved:** 

**The sale of 1 acre of land at Walkington Heads in conjunction with 4 acres held by the Church.  Unfortunately, the sale failed to go through and is currently on the market.** 

**The land behind the Bus Shelter is ongoing.  Action is in progress.** 

**The Charity looks forward to expedite any outstanding issues in 2022.** 

**Kenneth N Hearne Chairman** 

## **1 August 2022** 




## **Independent examiner's report on the accounts** 

## **Section A                        Independent Examiner’s Report** 

**Report to the trustees/** Charity Name **members of** Sherwood and Waudby Charity 

**On accounts for the year** 31[st] December 2021 **Charity no** 224209 **ended (if any)** 

**Set out on pages** 

1-2 plus additional statement re Helen Coulson (Dunning) Memorial fund (remember  to include the page numbers of additional sheets) 

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2021. 

- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). 

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. 

## **Independent examiner's statement** 

I have completed my examination.  I confirm that no material matters have come to my attention ~~(other than that disclosed below *)~~ in connection with the examination which gives me cause to believe that in, any material respect: 

- accounting records were not kept in accordance with section 130 of the Act or 

- the accounts do not accord with the accounting records 

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. 

* _Please delete the words in the brackets if they do not apply._ 

**Signed: Date:** 10th August 2022 **Name:** Nigel Penton **Relevant professional** FCCA **qualification(s) or body (if any):** 

**Address:** 3 Spinney Way, 

Walkington, Beverley 

HU17 8TU 

## **Section B                           Disclosure** 

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 



**Give here brief details of any items that the examiner wishes to disclose** . 



RP4AKIALSTATEm￿￿IS F(XtIHEYEAR 31 DECEMb&92021
2020
2021
IIXaME
Rents INote 11
Sundrylncome
P¥i5h Council grant.. Tr￿ removal at allotmtht site
otherdonationstow¥dstree removal
52,640.00
o.oo
492.50
170.00
53,165.00
12.30
0.00
53,302.SQ
53,177.30
1,718.00
1,150.00
9,013.70
887.41
Grants (Note 21
Clerk s salary and expense5
Propwty repars and impro¥eM￿ts
Insurance
1,710.00
1.150.00
31.786.09
831.53
887.QQ
0.00
178.34
11,106.48
,878.77
1,196.00
985.00
72.45
Bowlsclub Irbsurance
Gifts
Pond and waterfall cosis
New build costsand professional fees
Charity bank lo￿ reptyments
Legal professional f
Tree removal: Pjlotment
8￿k(h
30.IXI
252.96
.787.IXI
450.00
65.80
37,073.15
45,063.38
16,229.35
8alanceof Intomeo¥er Ex￿dIt￿re
,113.92
lANcEsH￿ASAT3l DÉCthI8&9 2021
2021
2011
FIMDS
.37,823.65
Unre5trictul Fund at 1st January
16,229.35
Balanceof In¢omeo¥er Expwditure
-21,594.30 -21,594.30 Unrertrlcted Fund at 31st Decembff
.21,594.30
8,113.92
-13,480.38
-13.480.38
92.436.70 Recoupment Fund balance
70,842.40
92.436.70
78,956.J2
•A￿ACc(￿lI4lS
72,032.40 Natwest Current kcount
-1,190.00 Less.. creditors
70,842.40
79.506.32
-550.00
78,956.32
Trknte.. the Charity owns land propwty listed in Note I that ¥e excluded from thea5sets listed above.
In M¥ch 2019, a 15 year loan wastakw out from the Ch¥lty Wksecured 4ainst Mere cOtt￿e￿d
thenEw house5at 73 and 73a East End.Abalanceof£85,248.39 wa50utstandingat31st De(￿b
2021 which can befinanc£d from future rental income on the proputie
Payl

sHERWo￿ AK• WALK>BY CHARIIY
APW4CIAL sfATEMB4TS FCX4THEYEAR E1&x￿ 31 DECEM8&R 2021
Ntste I . refftta ifftcom
2020
2021
5.040.00
5.040.00
5.640.00
5.040.00
5.040.00
7.260.00
I Shuwood Court
2 Shuwood Court
3 Shuwood Court
4 Shuwood Court
5 Shuwood Court
MereCotta8e
5,080.00
5,080.00
5,680.00
5,080.00
5.090.00
7,300.00
Jr J
6,240.00
7,575.00
0.00
73 East End
73a Ea51 End
IkreLand
40 kresLand
j10tm￿t site
8usshelter
owlsclub
5,760.00
8,330.00
0.00
3,740.00
Iso.00
25.00
1.850.00
52.640.00
3,740.00
150.00
25.00
1.850.00
53,165.00
0.00
1,295.00
0.00
Walkingion School
Isi Walkington Scout Group
Walkington Junior Baminton Club
Walkingion PreS(hool
Walkingion Bowls Club
1st Walkington Brownies
800.00
750.00
160.00
o.oo
0.00
0.00
120.00
303.00
0.00
1,718.00
1,710.00
P4e2

Helen Coubon (Dunnln8) Memorlal Fund
Flnanclal Statement for the year ended 31st December 2021
Donations
120.00
60.00
120.00
60.00
Expendltur•
R Jenkins
R J Clisby
S Kilpatrick
G Prthv
ANdsey
WHunt
l Andrw
EGoddard
R Godd¥d
A Bla+B¥n¥d
200.00
21)0.00
200.00
200.1)0
200.00
0.00
200.00
200.00
200.00
200.00
200.00
200.00
200.00
0.00
0.00
o.oo
0.00
1,000.00
1.400.00
8al*K• of •Mp•ndltw• ¢iwr lficoffl•
480.00
-1.340.00
Openlng balanceat 1st Janu
Deficit for year
Closing ￿￿anCe at 31st Dtt￿ber
12.899.42
480.00
12.019.42
-1,340.00
10,679.42
12.019.42
Page 3


## **Independent examiner's report on the accounts** 

## **Section A                        Independent Examiner’s Report** 

**Report to the trustees/** Charity Name **members of** Sherwood and Waudby Charity 

**On accounts for the year** 31[st] December 2021 **Charity no** 224209 **ended (if any)** 

**Set out on pages** 

1-2 plus additional statement re Helen Coulson (Dunning) Memorial fund (remember  to include the page numbers of additional sheets) 

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2021. 

- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). 

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. 

## **Independent examiner's statement** 

I have completed my examination.  I confirm that no material matters have come to my attention ~~(other than that disclosed below *)~~ in connection with the examination which gives me cause to believe that in, any material respect: 

- accounting records were not kept in accordance with section 130 of the Act or 

- the accounts do not accord with the accounting records 

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. 

* _Please delete the words in the brackets if they do not apply._ 

**Signed: Date:** 10th August 2022 **Name:** Nigel Penton **Relevant professional** FCCA **qualification(s) or body (if any):** 

**Address:** 3 Spinney Way, 

Walkington, Beverley 

HU17 8TU 

## **Section B                           Disclosure** 

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 



**Give here brief details of any items that the examiner wishes to disclose** . 



RP4AKIALSTATEm￿￿IS F(XtIHEYEAR 31 DECEMb&92021
2020
2021
IIXaME
Rents INote 11
Sundrylncome
P¥i5h Council grant.. Tr￿ removal at allotmtht site
otherdonationstow¥dstree removal
52,640.00
o.oo
492.50
170.00
53,165.00
12.30
0.00
53,302.SQ
53,177.30
1,718.00
1,150.00
9,013.70
887.41
Grants (Note 21
Clerk s salary and expense5
Propwty repars and impro¥eM￿ts
Insurance
1,710.00
1.150.00
31.786.09
831.53
887.QQ
0.00
178.34
11,106.48
,878.77
1,196.00
985.00
72.45
Bowlsclub Irbsurance
Gifts
Pond and waterfall cosis
New build costsand professional fees
Charity bank lo￿ reptyments
Legal professional f
Tree removal: Pjlotment
8￿k(h
30.IXI
252.96
.787.IXI
450.00
65.80
37,073.15
45,063.38
16,229.35
8alanceof Intomeo¥er Ex￿dIt￿re
,113.92
lANcEsH￿ASAT3l DÉCthI8&9 2021
2021
2011
FIMDS
.37,823.65
Unre5trictul Fund at 1st January
16,229.35
Balanceof In¢omeo¥er Expwditure
-21,594.30 -21,594.30 Unrertrlcted Fund at 31st Decembff
.21,594.30
8,113.92
-13,480.38
-13.480.38
92.436.70 Recoupment Fund balance
70,842.40
92.436.70
78,956.J2
•A￿ACc(￿lI4lS
72,032.40 Natwest Current kcount
-1,190.00 Less.. creditors
70,842.40
79.506.32
-550.00
78,956.32
Trknte.. the Charity owns land propwty listed in Note I that ¥e excluded from thea5sets listed above.
In M¥ch 2019, a 15 year loan wastakw out from the Ch¥lty Wksecured 4ainst Mere cOtt￿e￿d
thenEw house5at 73 and 73a East End.Abalanceof£85,248.39 wa50utstandingat31st De(￿b
2021 which can befinanc£d from future rental income on the proputie
Payl

sHERWo￿ AK• WALK>BY CHARIIY
APW4CIAL sfATEMB4TS FCX4THEYEAR E1&x￿ 31 DECEM8&R 2021
Ntste I . refftta ifftcom
2020
2021
5.040.00
5.040.00
5.640.00
5.040.00
5.040.00
7.260.00
I Shuwood Court
2 Shuwood Court
3 Shuwood Court
4 Shuwood Court
5 Shuwood Court
MereCotta8e
5,080.00
5,080.00
5,680.00
5,080.00
5.090.00
7,300.00
Jr J
6,240.00
7,575.00
0.00
73 East End
73a Ea51 End
IkreLand
40 kresLand
j10tm￿t site
8usshelter
owlsclub
5,760.00
8,330.00
0.00
3,740.00
Iso.00
25.00
1.850.00
52.640.00
3,740.00
150.00
25.00
1.850.00
53,165.00
0.00
1,295.00
0.00
Walkingion School
Isi Walkington Scout Group
Walkington Junior Baminton Club
Walkingion PreS(hool
Walkingion Bowls Club
1st Walkington Brownies
800.00
750.00
160.00
o.oo
0.00
0.00
120.00
303.00
0.00
1,718.00
1,710.00
P4e2

Helen Coubon (Dunnln8) Memorlal Fund
Flnanclal Statement for the year ended 31st December 2021
Donations
120.00
60.00
120.00
60.00
Expendltur•
R Jenkins
R J Clisby
S Kilpatrick
G Prthv
ANdsey
WHunt
l Andrw
EGoddard
R Godd¥d
A Bla+B¥n¥d
200.00
21)0.00
200.00
200.1)0
200.00
0.00
200.00
200.00
200.00
200.00
200.00
200.00
200.00
0.00
0.00
o.oo
0.00
1,000.00
1.400.00
8al*K• of •Mp•ndltw• ¢iwr lficoffl•
480.00
-1.340.00
Openlng balanceat 1st Janu
Deficit for year
Closing ￿￿anCe at 31st Dtt￿ber
12.899.42
480.00
12.019.42
-1,340.00
10,679.42
12.019.42
Page 3