Trustees’ Annual Report for the period
From Jan 2022 Period start date To Dec 2022 Period end date
Charity name: Spiers Bank House Trust
Charity registration number: 513890
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Spiers Bank House Trust, a registered charity (Reg: No 513890), which allows groups of young people – accompanied by qualified adults – to have the opportunity to stay in the centre, using it as a base to safely explore and enjoy the countryside. |
| 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 |
The centre is primarily used by students from schools in the East Riding of Yorkshire to carry out a range of educational activities. These include personal development, field work, support for disadvantaged students and student leadership. In addition the centre is available for hire from people within the local community so that they can access the natural environment. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the Charity Commission’s guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | The project is entirely ran and maintained by volunteers who ensure that the premises are available for use by schools and local groups. |
N/A 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 the period covered by the report the Spiers Bank House was used to enable Year 7 students from Driffield School and Sixth Form to follow a personal development curriculum with their tutor. This contributes to the school’s programme for character development, focusing on things like team building. The students from North Cave primary school also used the centre for their annual residential visit. In addition the centre was used as a base for Duke of Edinburgh expeditions. Community use involved the hire of the centre for local football teams and other community groups like mountain rescue, who use the centre as a base to carry out activities in the area. |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| Achievements against objectives set |
Para 1.41 | The Trust aimed to increase the use of the centre by other educational organisations. It saw this with North Cave Primary School choosing to use the centre (an arrangement that will continue annually). This was also shown through the increased use of the centre for Duke of Edinburgh expeditions. |
| Performance of fundraising activities against objectives set |
Para 1.41 | During a Year 7 visit a wheelchair bound student was unable to access the centre so fundraising has been directed to raise money to install disabled access to the centre. The fundraising has gone extremely well with just over £25,000 being raised. This will be used to fund the installation of a wet room. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Following the pandemic years where income was effectively zero, the finances are now in a much healthier position. The centre raises enough money through bookings to break even with the running costs and the fundraising has provided the funds needed to start phase one of improving disabled access (the wet room) |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The reserves held are present in order to fund the wet room construction on completion and also to allow for maintenance of the property. |
| Amount of reserves held | Para 1.22 | £33648.98 |
| 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 | There are no uncertainties at present |
Additional information (optional) You may choose to include further statements where relevant about: Bookings and school and community based fundraising The charity’s principal sources of funds (including Para 1.47 any fundraising) N/A Investment policy and objectives including any Para 1.46 social investment policy adopted N/A A description of the principal Para 1.46 risks facing the charity N/A Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | The charity’s governing document is a constitution. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The charity is constituted as a community benefit society. |
| 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 | The trust selects trustees through nomination and election to form the Trust body. |
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 |
N/A |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | N/A |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other | N/A |
Reference and Administrative details
| Charity name | Spiers Bank House Trust |
|---|---|
| Other name the charity uses | N/A |
| Registered charitynumber | 513890 |
| Charity’s principal address | Driffield School and Sixth Form Manorfield Road Driffield YO25 5HR |
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) |
|---|---|---|---|---|
| Anthony Corscadden |
01/01/1985 to present | Spiers Bank House Trust | ||
| Shaun Wood | 01/01/2010 topresent | Spiers Bank House Trust | ||
| Darren Andrews | 01/01/2019 | Spiers Bank House Trust | ||
– 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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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
N/A
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
Spiers Bank House 513890 Receipts and payments accounts CC16a For the period Period start date Period end date To from Jan-22 Dec-22
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Income from bookings 9,725 Income from donations 5,366 Gross Interest from savings account 7 - - - - - 15,098 - - Sub total - Total receipts 15,098 A3 Payments Electric 787 Gas & Oil 2,606 Water 152 Phone Line(BT) 209 Council Tax & Bin Collection 493 Insurance 2,177 Other 1,879 - - Sub total 8,303 - - Sub total - Total payments 8,303 Net of receipts/(payments) 6,795 A5 Transfers between funds - A6 Cash funds last year end 1,854 Cash funds this year end 8,649 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 £ |
Last year to the nearest £ |
| - 25,000 - - - - - - 25,000 |
- - - - - - - - - |
9,725 30,366 7 - - - - - 40,098 |
2,491 | |
| 2,715 | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| 5,206 | ||||
| - - - |
- - - |
- - - |
||
| - | ||||
| - | ||||
| 25,000 | - | 40,098 | 5,206 | |
| - - - - - - - - - - |
- - - - - - - - - - |
787 2,606 152 209 493 2,177 1,879 - - 8,303 |
1,122 | |
| 364 | ||||
| 2,583 | ||||
| 147 | ||||
| 568 | ||||
| 1,714 | ||||
| 114 | ||||
| - | ||||
| - | ||||
| 6,612 | ||||
| - - - |
- - - |
- - - |
||
| - | ||||
| - | - | 8,303 | 6,612 | |
| 25,000 - - 25,000 |
- - - - |
31,795 - 1,854 33,649 |
- 1,406 | |
| - | ||||
| 3,260 | ||||
| 1,854 |
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 Balance at the end of Dec 2022 Details Details Details Spiers Bank House Building Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 8,649 25,000 - - - - 8,649 25,000 OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name 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) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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CHARITY COMMISSION FOR ENGLAND AND WALES i Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trustees1 mambers of SPIERS BANK HOUSE TRUST On accounts for the year ended 31 DECEMBER 2022 Charity no (if any) 513890 Set out on pages I report to the trustees on my examination of Lhe accounts of the above charity (°the Trusf) for year ended 31 Dernber 2022. Rèsponsibillties and As the charity trustees of the Trust. you are responsible for the preparation basis of report of the accounts in accordance wtlh the requirements of the Charities Act 2011 1.thè Acr). I rekX)rt in respect of my examination of the Tnjst's accounts caffted OLrt under section 145 of the 2011 Act and in carying out my examination. I have followed the applicable Direciions gwen by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confimi that no material matters h•VP come to my attention in connection wftih thg examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordance with seGlion 130 OT the Aci or the accounts do not accord with the accounting records Independent examiner's statsment I have no concems and have come across no other matters in ¢onnedion with the exarnination to whh attention should be drawn in order to enable proper understanding of the accounts to be reached. . Please delete the words in the brackets if they do not apply. Signed: Date: c3L( LUU Name: CHRISTOPHER BRYAN IMLSON Ralevant professional FCCA CTA qualification{s) or body (rfany): Address: 19 HIGH0D DRIFFIELD Y025 5YX SeGtion B Disclosure Only complete if the examiner needs to highlight matters of conrn Is& CC32. Independent examinats.on of charity accounts.. directions and guidance for examiners). IER October 2018
Give here brief details of any items that the examinerwi¥h8s to disclose. NOTHING ARISING IER October 2018