Trustees’ Annual Report for the period
From 1/1/23 Period start date To 31/12/23 Period end date
Charity name: Minsterworth Free School Foundation
Charity registration number:311648
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Primarily, to act as a resource for children and young people up to the age of 25 living in the area of benefit by providing advice and assistance and organising programmes of physical, educational and other activities as a means of: ( a) advancing in life and helping young people by developing their skills, capacities and capabilities to enable them to participate in society as independent, mature and responsible individuals; and b) advancing education; and (2) when not used for the above purpose, to advance education and to provide facilities in the interests of social welfare for recreation and leisure time occupation with the objective of improving the conditions of life for the residents of the area of benefit without distinction of sex, sexual orientation, race or of political, religious or other opinions |
| 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 |
Provision of space for the development of a nursery Operation of a Memory Café for those suffering from Dementia Various activities designed to enhance the well-being of the community (see detail below) |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees of Minsterworth Free School Foundation confirm that all activities undertaken at The Harvey Centre conform to the guidance issued by the Charity Commission |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | Not applicable |
| Policy on social investment including program related investment |
Para 1.38 | Not Applicable |
| Contribution made by volunteers |
Para 1.38 | Alongside trustees the foundation relies heavily on the use of volunteers to run activities and to maintain the grounds |
| 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 trustees have worked with Minsterworth Kindergarten, Gloucestershire County Councils Early Years Team to develop the provision for a nursery in the older part of the building. The kindergarten owners were chosen because of their commitment to the charitable objectves of the Foundaton. _Men's Sheds_are community workshops where men can create converse and connectand have been shown to reduce loneliness and isolaton, and improve mental health and wellbeing. A grant via Seven Trent was secured to erect shed for the village to operate alongside a community garden. Our “Community Shed” will be open to all persons regardless of age, gender, background, or ability. There is stll lots to complete such as connecton of electricity and water, before the shed is operatonal The Harvey Centre was one of manycommunity venues across Gloucestershire to provided ‘Warm and Welcome Spaces’ last winter, as everyone experience the fuel crisis. Everyone was given a very welcome at the Harvey Centre. At this Harvey Centre we expanded the length of tme our café was open, opened up the area for under-fves to play and served soup and rolls. This mainly benefted the older generaton of the village but not exclusively. |
| Every Friday, Art sessions are run for 2hrs. These |
|---|
| are well atended, with excellent tuiton, facilitated |
| by two local experienced artsts. Art work from the |
| group is displayed in the centre’s main hall and café |
| area. This group is growing in size. |
| Our Memory café is well established and runs every |
| four weeks at the centre. It is aimed at giving |
| support to individuals and their carers by providing |
| a safe space to discuss dementa and its challenges. |
| It is run by Art Space and several volunteers from |
| the village. I want to thank everyone for their |
| compassion and wonderful support for this group. |
| Superb actvites and games take place and there |
| are ample people to chat, make and serve food and |
| provide a very relaxed atmosphere. |
| Each Wednesday at the centre, an hourly balance |
| class is run by Farr …. These are physiotherapy-led |
| classes aimed at general ftness and wellbeing. They |
| focus on balance, mobility, and strength. To atend |
| residents can make self referrals or it can come via |
| their GP. These are popular sessions and need |
| booking in advance. As with the Memory café this |
| has been running for well over a year now and |
| frmly established. |
| There are three organisatons who hire the centre |
| on a regular basis. |
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 | At the end of the period the financial position of the Charity was healthy with a positive bank balance and money held in reserve with CCLA |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held with CCLA has security in case of the need for emergency building repairs. General running expenses of the Harvey Centre are met using the Trusts bank account |
| Amount of reserves held | Para 1.22 | CCLA Investment Account -£47,986 |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are no concerns about the charity as a growing concern. The use of the centre continues to grow |
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 |
The charities main forms of funding are donations, grants and rental for use of space |
|---|---|---|
| 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 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated Association |
| 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 are volunteers who have agreed to act as the trustee board. The chair is an elected position. No other formal positions are held |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Minsterworth Free School Foundation |
|---|---|
| Other name the charity uses | |
| Registered charity number | 311648 |
| Charity’s principal address | Main Road Minsterworth GL2 8JH |
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) |
|---|---|---|---|---|
| Roger Ingham | Chair | |||
| Rita Garbutt | ||||
| Susan Smith | ||||
| Ian Brooks | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name Not applicable
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| Not applicable | ||
Funds held as custodian trustees on behalf of others
Description of the assets None 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
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) Roger Ingham
Position (eg Secretary, Chair Chair, etc)
Date
26/10/2024
Minsterworth Free School Foundation
Income and Expenditure Account for the Year ended 31st December 2023
| 2023 | 2023 | 2022 | 2022 | |
|---|---|---|---|---|
| £ | £ | £ | £ | |
| Bank Balance 01/01/2023 | 10,112 | 6,730 | ||
| Income | ||||
| Grants Received | 10,750 | 4,495 | ||
| Art Class Income | 1,699 | 0 | ||
| Café Income | 1,044 | 1,657 | ||
| General Rent Income | 4,011 | 2,695 | ||
| Nursery Deposit | 7,015 | |||
| Nursery Income | 3,200 | 0 | ||
| Donations | 271 | 340 | ||
| Interest from CCLA Account | 1,684 | 2,042 | ||
| CCLA Fund Withdrawal | 25,000 54,673 | 25,000 54,673 | 0 | 11,228 |
| Expenditure | ||||
| Art Class Expenditure | 1,050 | 0 | ||
| Café Supplies/Cafe Equipment | 191 | 178 | ||
| Memory Café | 1,225 | 0 | ||
| Insurance | 1,747 | 1,166 | ||
| Utilities (Gas & Electric) | 1,561 | 1,307 | ||
| Water Rates | 44 | 281 | ||
| Cleaning | 976 | 789 | ||
| Internet / Telephone | 495 | 468 | ||
| Garden Maintenance | 121 | 0 | ||
| Stationery | 25 | 0 | ||
| Advertising | 86 | 0 | ||
| Miscellaneous | 88 | 25 | ||
| Jubilee Celebrations | 0 | 1,713 | ||
| Centre Refurbishment | 3,051 | 1,920 | ||
| External Works | 30,481 41,139 | 30,481 41,139 | 0 | 7,846 |
| Bank Balance 31/12/2023 Increase in Bank Balance Signed on behalf of the Trustees: Name: Date: 28/10/24 for |
23,645 10,112 13,534 3,382 V _ |
Minsterworth Free School Foundation Balance Sheet as at 31st December 2023
| Current Assets | |
|---|---|
| Charities Investment Fund | 47,986 |
| NatWest Bank Current Account | 23,645 |
| 71,631 | |
| Current Liabilities | |
| Nursery Deposit | -7,015 |
| 64,616 | |
| Reserves | |
| Balance at 1st Jan 2023 | 84,608 |
| Increase in Bank Balance during Year | 13,534 |
| - | |
| Decrease in Investment Fund during Year | 26,511 |
| 71,631 | |
| _Less_Nursery Deposit | -7,015 |
| Balance at 31st Dec 2023 | 64,616 |
Signed on behalf of the Trustees:
Name: Date: 28/10/24
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examlner's Report Report to the trustees The Harvey Centre On accounts for the year ended 311t December 2023 Char5ty no Ilf any) 311648 Set out on pages One & two I report to Ihe trustees on my examination of the accounts of the above charity (Yhe Trusf) for the year ended 31112.2023 1 MM I YYW As the charity's trustees, you are responsible for the pparatIOn of the accounls in accordance with the requirernents of the Charities Act 2011 {1he Act.). Responsibllftles and basis of report l port in respect of my examination of the Trust's accounts Carried out under section 145 of the 2011 Act and in carrying oul my examination. I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in. any material respect". the accounting records were not kept in accordance with Section 130 of the Charities Act; or the accounts did not a<xord with the accounting records; or the accounts did not comply with the applicable requirements conceming the form and conlent of (L)unIS set out in the Charities (Accounts and Reports) Regulaiions 2008 other than any requirement that Ihe accounls give a Yrue and fairf view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this pOrt in order lo enable a proper understanding of the accounts to be reached. Slgned: 6Lrf2 22- October 2024 Name: Julian Chrislopher Oxley Relevant profosslonal qualification(s) or body (rf any): MA. FCA Address: Cura. Main Road, Minsterworth. Gloucester. GL2 8JH IER Oct 2018