Trustees’ Annual Report for the period
From Period start date To Period end date
Charity name:
Charity registration number:
Objectives and Activities
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SORP reference
Para 1.17
Summary of the THE PROVISION AND
purposes of the charity
MAINTENANCE OF A
as set out in its
VILLAGE HALL AND
governing document
OTHER RECREATIONAL
FACILITIES FOR THE USE
OF THE INHABITANTS OF
STOURBRIDGE AND THE
NEIGHBOURHOOD.
Para 1.17 and
Summary of the main General Charitable
1.19
activities in relation to
Purposes
those purposes for the
public benefit, in Arts/culture/heritage/sci
particular, the activities,
ence
projects or services
identified in the
Amateur Sport
accounts.
Statement confirming Para 1.18 Yes
whether the trustees
have had regard to the
guidance issued by the
Charity Commission on
public benefit
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Additional information (optional)
You may choose to include further statements where relevant about:
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SORP reference
Currently the grants have been to
Para 1.38 keep the associated club going
Policy on grant making during the Covid period and
allowed free membership to the
community
None
Para 1.38
Policy on social
investment including
program related
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investment Volunteers run all aspects of the Para 1.38 club. Contribution made by volunteers Other
Achievements and Performance
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SORP reference
The club provides a service to all
– particularly the elderly and
disabled running events including
Summary of the main a ‘pensioners’ Xmas party. The
Para 1.20
achievements of the club also runs a yearly Xmas
charity, identifying the pantomime and party for
difference the charity’s children. Throughout the year
work has made to the various events are run often
circumstances of its raising funds for local and
beneficiaries and any national charities
wider benefits to society
as a whole.
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Additional information (optional)
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Fundraising has been very
difficult during the past two
Performance of years.
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
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other
Financial Review
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Review of the charity’s Para 1.21 The Institute is in a favourable
financial position at the financial position recording a
end of the period trading surplus of £1535
Statement explaining Para 1.22 Reserves are held to cover the
the policy for holding costs of replacement and
reserves stating why refurbishment of the property
they are held
Amount of reserves held Para 1.22 £14000
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23 None
uncertainties about the
charity continuing as a
going concern
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Additional information (optional)
You may choose to include further statements where relevant about:
Membership fees and rent of the premises The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted Any downturn in the economy resulting in reduced use of the A description of the Para 1.46 facility. principal risks facing the charity Other
Structure, Governance and Management
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Description of charity’s This charity owns
trusts:
and/or leases land or
property
Type of governing Para 1.25 Trust deed
document
(trust deed, royal
charter)
How is the charity Para 1.25 Board of Trustees
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Dudley MBC nominates up to 4
methods including Trustees Other Trustees are
details of any appointed at AGM when needed.
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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Additional information (optional)
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details
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Charity name BEECH TREE AND WOLLESCOTE WELFARE INSTITUTE
Other name the charity
uses
Registered charity 523194
number
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Charity’s principal address Beech Tree Miners Welfare Club Wassell Road Stourbridge DY9 9BY
Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 T CRUMPTON DUDLEY MBC
2 F HUNT CHAIR
3 R BODY DUDLEY MBC
4 W GARBETT
5 G PARTRIDGE
6 G PHIPPS
7 A WAKEMAN
8
9
10
11
12
13
14
15
16
17
18
19
20
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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
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Trustee name Dates acted if not for
whole year
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Funds held as custodian trustees on behalf of others
Description of the assets 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
BY EMAIL Signature(s) T CRUMPTON Full name(s) TIMOTHY EDWARD CRUMPTON Position (eg TRUSTEE Secretary, Chair, etc) Date 27/02/2022
BEECH TREE AND WOLLESCOTE WELFARE INSTITUTE CHARITY NUMBER 523194
ACCOUNTS 1 JANUARY 2020 TO 31 DECEMBER 2020 INCOME AND OUTGOINGS
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INCOME OUTGOINGS
SUBS £1027.50 COUNCIL TAX £113.00
LEASE £2411.00 BANK CHARGES £7.30
COVID GRANT £25000.00 MAINTENANCE £36.00
ONYX £662.92 WATER £640.00
WINDOW CLEANER £70.00
INSURANCE £1020.00
HEATING £480.00
GRANT DONATION £25000
HONORARIUM £200
TOTAL £29101.42 TOTAL £27566.30
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SURPLUS FOR THE YEAR = £1535.12
BALANCE SHEET 1 JANUARY 2020 TO 31 DECEMBER 2020
OPENING BALANCE £12655.90 OUTOINGS £27566.30 INCOME £29101.42 CLOSING BALANCE £14191.02
£41757.32 £41757.32
Independent examinerfs report to the trustees of Beech Tree and Wollescote Welfare Institute I report to the trustees on my examination of the accounts of the Beech Tree and Wollescote Welfare Institute Ithe Institute) for the year ended 31 December 2020. Responsibilities and basis of report As the charity trustees of the Institute you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 20111'the ACYI. I report in respect of my examination of the Institute's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Direttions given by the Charity Commission under section 145{5){b} of the Act. Independent examinerfs statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect- l. accountlng records were not kept in respect of the Institute as required by section 130 of the Act: or 2. the accounts do not accord with those records- or 3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection wsth the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Name: m . 4. Relevant professional qualification or membership of professional bodies lif any): Address- Tru" Date: