## **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 p￿paratIOn 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