HWB YR ORSEDD LIMITED

Charity number: 1204737
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The establishment and operation of a Community Hub in the village of Rossett. Providing a place, to meet, to access services and information, to participate in activities. The hub will be somewhere that provides company, support, activities and support for all parts of the community.

Income and expenditure

Data for financial year ending 30 September 2024

Total income:
£682,404

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Donations and legacies £681.77k
Charitable activities £0
Other trading activities £630
Investments £0
Other £0

Total expenditure:
£3,726

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Raising funds £695
Charitable activities £3.03k
Other £0

£0 investments gains (losses)

Total income includes £677,897 from 2 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £695
Charitable expenditure £3.03k
Retained for future use £678.68k

People

1 Employee(s)

8 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Disability
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Wrexham

Governance

Registration history:
  • 15 September 2023: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
12286046 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ian Christopher Guest Chair 28 October 2019
None on record
Jessica Amy Lee Trustee 02 July 2024
None on record
Curtis Graham Morgan Trustee 02 July 2024
None on record
Peter Douglas Trustee 02 July 2024
None on record
Kirit Champaneria Trustee 14 October 2021
None on record
Peter Michael Morris Trustee 15 January 2020
None on record
Wendy Caroline Pace Trustee 29 October 2019
None on record
HELEN JANE MAURICE-JONES Trustee 28 October 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2024
Total gross income £682.40k
Total expenditure £3.73k
Income from government contracts N/A
Income from government grants £677.90k
Income - Donations and legacies £681.77k
Income - Other trading activities £630
Income - Charitable activities £0
Income - Endowments £0
Income - Investment £0
Income - Other £0
Income - Legacies £0
Expenditure - Charitable activities £3.03k
Expenditure - Raising funds £695
Expenditure - Governance £0
Expenditure - Grants institution £0
Expenditure - Investment management £0
Expenditure - Other £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/09/2024
Own use assets £602.22k
Long-term investments £0
Other assets £85.61k
Defined benefit pension scheme asset or liability £0
Total liabilities £2.59k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 September 2024 30 June 2025 On Time
Accounts and TAR 30 September 2024 30 June 2025 On Time
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 14 AUG 2023 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 13 SEP 2023

Charitable objects

1. TO FURTHER OR BENEFIT THE RESIDENTS OF ROSSETT, BURTON, LAVISTER, TREVALYN AND THE SURROUNDING AREA, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT 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. IN FURTHERANCE OF THESE OBJECTS BUT NOT OTHERWISE, THE DIRECTORS SHALL HAVE POWER: TO ESTABLISH OR SECURE THE ESTABLISHMENT OF A COMMUNITY HUB AND TO MAINTAIN OR MANAGE OR COOPERATE WITH ANY STATUTORY AUTHORITY IN THE MAINTENANCE AND MANAGEMENT OF SUCH CENTRE FOR ACTIVITIES PROMOTED BY THE CHARITY IN FURTHERANCE OF THE ABOVE OBJECT.’ 2. TO RELIEVE THE NEEDS OF INDIVIDUALS RESIDENT IN ROSSETT, BURTON, LAVISTER, TREVALYN AND THE SURROUNDING AREAS IN NEED BY REASON OF AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE THROUGH THE PROVISION OF SERVICES AND FACILITIES CALCULATED TO RELIEVE THEIR NEEDS.

Contact information

Address:
Hwb Yr Orsedd
The Green
Rossett
WREXHAM
LL12 0DS
Phone:
07711438190
Email:
hwbyrorsedd@gmail.com
Website:

hwbyrorsedd.org.uk