Hyde War Memorial Trust
Trustees’ Annual Report for the period from 1 April 2022 to 31 March 2023
Charity name: Hyde War Memorial Trust Charity registration number: 228670
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To administer Trust land and other assets for the health and well-being of the community. To look after the World War 1 memorial standing in a prominent position on Trust land. To hold memorial services each year on the Sundays nearest Peace Day and Armistice Day. |
| 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 |
To maintain the Cenotaph. To jointly manage Werneth Low Country Park with Tameside Metropolitan Borough Council (TMBC) for the benefit of the people of Hyde (and surrounding areas) To hold two memorial services every year. To engage with the local community and generate income by utilising Lower Higham Visitor Centre (Visitor Centre) and other assets. The ground floor of the Visitor Centre is used for: • Explorer Cadets (pre-school environment themed activities) • Dementia Walks (local walking group end walks at the Visitor Centre) • Café 710 – community café run by trustees and volunteers and open on Sundays. Hosts Duke of Edinburgh volunteers. |
| • Regular events for the Country Park volunteers • To educate visitors and local community about the different countryside environments in the Country Park through social media, local noticeboards and events. • To hold one-events in partnership with TMBC targeted at low-income families in school holidays. |
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|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have each received a copy of the guidance and contents have been discussed at Trustee Board. |
Additional information
| Contribution made by volunteers |
Para 1.38 | Greenspace volunteers, managed by a Tameside Council ‘Greenspace Officer’ spend one day each week working in the Country Park. Duties include planting, pruning, tidying, path and fence maintenance, dry stone walling and endless countryside duties. Trustees and community volunteers run the Café 710 on Sundays. All trustees are 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 | The attached report “Trustee Annual Report 2022 2023’ was presented to the Annual General Meeting on 26 October 2023 at Werneth Low Golf Club. This was a public meeting held in accordance with the Trust’s governance framework. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | The Trustee Board has agreed key objectives for the 2023/2024. A copy of these is attached. |
|---|---|---|
| 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 Trust is in a healthy financial position. Income exceeds expenditure and it holds healthy reserves. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held in anticipation of maintenance and improvement of the Cenotaph, Visitor Centre and Country Park. A full structural survey in August 2022 (report available if required) identified maintenance work required over the next 5 years. This was estimated, then, to cost around £120k. Our plan is to enhance the property at the same time this work is completed. For example, to fit heritage windows and doors and enhance the interior. This estimated expenditure is likely to increase. Our Land & Estate Group will oversee this project and we have suitably experienced and qualified advisers for this work. |
| Amount of reserves held | Para 1.22 | Approximately £323,000 |
| 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 |
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 | Rental income from: • Farm business tenancy • Golf Club land rent • Private property land leases • Community café income • Interest from investments |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | We have an annual review of our investment portfolio with the fund manager. In 2023 we requested that our assets be transferred into ESG compliant funds. |
| A description of the principal risks facing the charity |
Para 1.46 | • Godley Green Garden development – 2400 houses proposed adjacent green belt land in next decade. Timescale is uncertain but planning approval has been granted. This is also an opportunity. • Tameside withdrawing support for joint management agreed – probability very low |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Trust deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated |
| 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 | • Individuals nominated by community groups • 3 elected representatives – allowed to self-nominate before AGM with voting (if necessary). |
Additional information
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | • Induction training – a one to one session working through an overview of the history, working arrangements and financial policies and procedures at the Trust • The essential trustee – online training • Safeguarding training – online training |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Trustee Board 4 x Sub-Groups • Governance & Finance • Land & Estate • Events • Café Joint Management Committee – Chair rotates between Trust and Local Authority. Committee includes 5 Trustees and representatives from Local Authority. |
| Relationship with any related parties |
Para 1.51 | Joint Management Committee for the management of the Werneth Low Country Park. The Park comprises 200 acres; 150 owned by the Trust and 50 owned by the local authority, Tameside Metropolitan Trust. |
| Other |
Reference and Administrative details
| Charity name | Hyde War Memorial Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 228670 |
| Charity’s principal address | Lower Higham Visitor Centre Higham Lane Gee Cross SK14 5LR |
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) |
|---|---|---|---|---|
| BettyAffleck | Tameside Council | |||
| Peter Ainger | Hyde United FC | |||
| ShibleyAlam | Tameside Council | |||
| John Bell | Treasurer | Gee Cross CommunityCentre | ||
| Phil Chadwick | Tameside Council | |||
| Jane Durkin | Chair | HolyTrinityChurch | ||
| Richard Ekin | Scouts Association | |||
| Susan Ellis | Secretary | Gee Cross Neighbourhood Watch | ||
| Margaret Halliday | ||||
| Susan Plackett | Brabyns GX Neighbourhood Group | |||
| Andrew Richardson | POP culture centre | |||
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Financial | Ian Wicks | Scott, Roberts Taylor Accountants, Hyde |
Name of chief executive or names of senior staff members (Optional information)
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 |
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|---|---|---|
| Jane Durkin | Susan Ellis | |
CHAIR |
SECRETARY | |
| 6 JUNE 2024 6 JUNE 2024 |
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| 6 JUNE 2024 |
| No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
No (if any) Hyde War Memorial Trust Receipts andpayments accounts 01/04/2022 31/03/2023 To For the period from 228670 ~~rr~~ |
~~-~~ | CC16a ~~-~~ |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Section A Receipts and payments | |||||||||||||
| Unrestricted funds |
Restricted funds | Endowment funds |
Total funds | Total funds | Last year | ||||||||
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||||||
| A1 Receipts | |||||||||||||
| Ground Rent | 8,502 | - | - | - | - | 8 | 8,502 | - | |||||
| Flat Rent | 10,740 | - | - | - | - | 10 | 10,740 | - | |||||
| Interest received | 960 | - | - | - | - | 960 | 960 | - | |||||
| Donations | 2,366 | - | - | - | - | 2 | 2,366 | - | |||||
| Equity Investment Income | 3,212 | - | - | - | - | 3 | 3,212 | - | |||||
| Café Income | 8,631 | - | - | - | - | 8 | 8,631 | - | |||||
| - | - | - | - | - | - - | - - | - - | - - | |||||
| - | - | - | - | - | - | - | - | ||||||
| Sub total(Gross income for AR) | (Gross income for AR)34,412 | - | - | - | - | 34,412 | 34,412 | - | |||||
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 34,412 - - 34,412 - ~~——————~~ |
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| A3 Payments | |||||||||||||
| Café Expenditure | 4,037 | - | - | - | - | - | - | 4 | 4,037 | - | |||
| Plus Net | 449 | - | - | - | - | - | - | 449 | 449 | - | |||
| Insurance | 81 | - | - | - | - | - | - | 81 | 81 | - | |||
| Legal fees | 720 | 720 | 720 | - | |||||||||
| PC Paramedics | 487 | - | - | - | - | - | - | 487 | 487 | - | |||
| Gas SafetyCertificate | 275 | - | - | - | - | - | - | 275 | 275 | - | |||
| Repairs and Maintenance Contracts | 905 | - | - | - | - | - | - | 905 | 905 | - | |||
| Peace DayCosts | 78 | - | - | - | - | - | - | 78 | 78 | - | |||
| Miscellaneous Costs | 107 | 107 | 107 | - | |||||||||
| Ancestrycosts | 256 | 256 | 256 | - | |||||||||
| Rental Costs | 1,200 | - | - | - | - | - | - | 1 | 1,200 | - | |||
| **Sub total ** | 8,594 | - | - | - | - | 8,594 | 8,594 | - |
No (if any) 228670 ts and payments accounts CC16a 01/04/2022 31/03/2023 To ~~-~~
| Sub total 8,594 - - 8,594 - |
|---|
| A4 Asset and investment purchases, (see table) Coffee machine 2,100 - - 2,100 Card Tabley 244 - - 244 Sub total 2,344 - - 2,344 - Total payments 10,938 - - 10,938 - Net of receipts/(payments) 23,473 - - 23,473 - A5 Transfers between funds - - - - - A6 Cash funds last year end 137,094 - - 137,094 137,094 Cash funds this year end 160,567 - - 160,567 137,094 ~~——————~~ ~~————=—~~ |
CCXX R1 accounts (SS)
27/01/2025
1
Section B Statement of assets and liabilities at the end of the period
| Categories B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
CASH ACCOUNT BANK INVESTMENTS Details Equity investment Equity investment Details Total cash funds (agree balances with receipts and payments account(s)) BANK ACCOUNTS Details Details Coffee Machine Card Tablet Property and Ground Rents Details |
Unrestricted funds to nearest £ 56,001 3,107 97,470 156,578 Agreement Error Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Unrestricted Restricted Fund to which asset belongs Unrestricted Unrestricted Restricted Fund to which liability relates |
Restricted funds to nearest £ 3,989 - - - - - 3,989 Agreement Error Restricted funds to nearest £ - - - - - - Cost (optional) 313,660 9,500 - - - Cost (optional) 2,100 244 67,032 - - - - - - Amount due (optional) - - - - - |
Endowment funds to nearest £ |
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| - | ||||
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| OK | ||||
| Endowment funds to nearest £ |
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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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| - | ||||
| - | ||||
| - | ||||
| - |
Signature
Print Name
Date of approval
Jane Durkin
Jane Durkin
Signed by one or two trustees on behalf of all the trustees
28.5.24 ~~27/01/2025~~
CCXX R2 accounts (SS)
~~2~~
| John Bell | John Bell | 28.5.24 | |||
|---|---|---|---|---|---|
CCXX R3 accounts (SS)
27/01/2025
3
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report R•port to the trustoesl members of Hyde War Memorial Trust (Lower Higham Farml On accounts for the year endod 31 March 2023 Charlty no (If any) 228670 Set out on pages 1and2 I report to the trustees on my examination of the accounts of the above chartty (Yhe Trusf) for the year ended 3110312023. Rosponsibilitlos and As the chaTity trustees of the Trust, you are responsible for the preparation basis of report of the accounls in accordance with the requir8m8nts of th8 Charities Act 2011 (Yhe Acf). I rgport in respect of my examinalion of the Trust's Receipts and Payments accounts carried out under section 145 of the 2011 Act and in carying oul my examination, I have followed the applicablg Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confim) that no mat8rial matters hav8 come to my attention in connection with the èxamination whh gives me cause to believe that in, any matarial reswct: Independent examiner's statement accounting records wre not kept in accordance with section 130 of th8 Act or the accounts do not accord with th8 accounting records I have no concems and have come across no 0th8r matters in connection with the examination to which attention should be drawn in order to enabla a proper understanding of the accvunts to be reathed. Signed: Date: Name: lan David Wicks FCCA Relevanl professlonal qualification{s) or body (ff any): Fellow of the Association of Chartered Certified Accountants Address: clo Scott Roberts Taylor & Co Central Buildings, 5-7 Corporation Street Hyde. Cheshire. SK14 1AG IER October 2018