Trustees. Annual Report for the period IOWISSION Section A Period start dale 01 April I Period end dale 31 March 2023 2024 From To Reference and administration details Charlty name Millom Folk Museum Society Other names ¢harlty Is known by Registered charity number lif any) 1066680 Charlty's prlnclpal address Station Building Station Road Millom, Cumbria Postcode LA18 SAA Name8 of the charlty trustees who manag8 the charlty Dates acted If not for whole ear Trustee name Offlce111 any) Name of person lor body) enllll6d toa olnt trustee Ilan John Park Glenys Hawdon Jade Hughes Christine Holmes Laurence Hilland Duane Farren Chair Treasurer 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charlty, if any, {for example, any custodian trustees) Name Dates acted if not for whole ear TAR March 2012
Names and addresses of advisers (Optional information) e of advlser Name Address Name of chief executlve or names of senior staff members (Optional information) Section B Structure, governance and management Descrlptlon of the charlty's trusts Constitution Type of governing document eed How the charity is consliluted Charitable Trust Trustee selection methods Management Committee Addltlonal governance i88ue8 (Optlonal inforniation) You may choose to include additional infomalion, where relevant, about.. policies and procedures adopted for the induction and training of Iruslees., the charity's organisational structure and any wider network with which the charity works., relationship with any related parties., trustees, consideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities The society exists to advance the education of the public into the history and development of the Millom and Haverigg area by the operation of the museum. Summary of the objects of tha charity set out in its governlng document TAR March 2012
In furtherance of the object, the society has the following aims.. l. To collect, preserve and exhibit items of Historical, Archaeological, Industrial or Community interests. 2. To encourage environmental Studies of the past and present. 3. To record by photographs or tape recordings. items which will enhance the understanding of Millom's past and present. Summary ofthe maln activities undertaken for the public benefit in relation to these objects (include within thls section the statutory declaratlon that truste68 have had regard to the guidance issued by the Charity Commisslon on public benefit) 4. To provide an information relating lo the history of Millom and Haverigg area Add itional detalls of objectlves and actlvltles (Optlonal Infomatlonl The continuing emphasis on the charities resilience by the trustees proved crucial throughout the year. Discussions took place with new stakeholders arising from the opportunities provided by Ihe Millom Town Deal, with public benefits at the forelronl of these discussions. The trustees al all times have regard to the guidance issued by the Charity Commission on public benefit. You rnay choose to inclucle further statements, where relevant, about: policy on grantmaking., policy programme related investment., contribution made by volunteers. TAR March 2012
Section D Achievements and performance Summary ofthe main achievements of the charlty during the year The year proved highly successful for our registered charity, with record numbers of visitors and continuing public acclaim for all the improvements now incorporated within our accredited museum. Of particular note was the praise and appreciation for the trustee and staff dedication for the interactive elements now incorporated within the various displays, and the continuing ernphasis on the educational value of interpretive visual art which helped to explain and redefine the relationship with the outstanding heritage of Millom and surrounding area. A major factor in contributing to the year's success was the programme of continuing improvements to the museum's layout, lighting and overall ambience, and the introduction of new exhibitions, artefacls and interpretive elements. The generous donation of artefacts which were held in a private collection enabled the development of successful exhibitions and community events relating to Millom's role in pre-history. The ongoing assistance and support of Arts Council England, the Millom Town Deal and the community partnerships and opportunities afforded by the potential geological disposal facility were crucial factors within our role in promoting Heritage and Arts development and sustaining the health and wellbeing of the Millom community. TAR March 2012
Section E Financial review The 50ciely has a reserves policy which was created in line with the code of governance for charities which slates that 'all charities should maintain some level of reserves lo ensure long-temi financial stability, Brief statement of the charity's policy on reserrfes Details of any funds materfally in deficit None. Further flnanclal review details (Optional infonnation) The charity is the sole member of Millom Folk Museum Trading Ltd a company Ltd by guarantee. Any surplus generated by that company is donated to the charity. Some staff employed by the charity are seconded lo Millom Folk Museum Trading Lld You may choose to include additional information, where relevant about.. the charity's principal sources of funds (including any fundraising)., how expenditure has supported the key objectives of the charity,, investment policy and objectives including any ethical investment policy adopted. All expenditure incurred supported the key objectives of the charity Ihroughoul the year. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signaturels) Full namelsl Position (eg Secretary, Chair, etc) Laurence Hilland Trustee Date 0310112025 TAR March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES MILLOM FOLK MUSEUM SOCIETY 1056600 Recei ts and ments accounts CC16a For the period from To 0110412023 3110312024 Section A Receipts and payments Unrestricted funds Restrictgd fund8 Eiidowinent funds to th• ntrartrit £ Total funds Last y•ar to thè noare8t to tho n?are•t £ to the nearegt £ to the n8ara8t £ A1 Recel t8 Donalions Grant- Copeland GDF Community Partneishlp Grant- Arts Coundl Interest received 30,26J 30,263 16.011 36,406 2,067 2,067 149 67,884 149 30,412 27 3J,646 ross Income or 37,472 889 tsblg an nvgs en sa e8. 8ee Total recelpts 30,412 37,472 67,884 33,646 A3Pa ments Rent and rales Waoe5 Repairs Telephone Professional lees Independent examlnerlee5 Producl Ima9lng Light and heal PIo9ramme Delivery General expenses Travel expenses 133 36,146 376 594 646 1,086 13J 47,880 375 594 $48 1,086 742 46,699 367 636 450 1,020 336 2,615 802 768 12.734 2,096 2.096 11,73J 199 167 64,809 11,733 199 167 40,342 Sub total 24,467 53,039 A4 Assgt and Invfr$tment purcha¥o$, (¥ee Sub total Total payments 40,342 24.467 64,809 53.039 Net of receiptsl(payments) A5 Transfer8 behyeen funds A6 Cash funds last year end Cash funds this year end 19,9301 13,005 3,075 119,39)) 19,078 9,148 13.61S 26.620 32,693 35,768 52,086 J2,693 CCXX R1 a¢¢ounts ISSI 0310112025
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to neare8t £ Restricted funds to nearest e Endowment funds to nearest É Categorios Detalls B1 Cash funds Cash at bank 9,118 26,620 Cash In hand Jo Total cash funds 9,148 26.620 lagieo b818ncos *ith ffjcelpls and pAymBnl actouniisll Unre8tricted funds to noarest £ Restricted funds to nearest £ Endowment funds to nearest £ nvt?ils B2 Other monetary assets Fund lo vihleh iis•t belon Currènt valu• Colt loptlonJl1 B3 Investment a88ets Fund lo whlch asset b81on Uniestrlcled Current valug l)olails Computer Cost loptlonall 380 B4 Assets retalned forthe ¢harlty'8 own use Computer Reslricted 280 Furniture Restricted 247 Building Improvements- Rail Room Re51ricled 14,466 Modèl Railway Resiricled 11,117 IT Resliicted 370 Fund lo whlch relat Amounl due When dug Det.iils BS Llabllltles Signed by one or fv40 Irvslees on behalf ol all the Iruslees Signature Print Name Date of roval Laurence Hilland 0310112025 CCXX R2 a¢¢ounls ISSI 0310112025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sectlon A Independent Examlner's Report Report to the trusteesl members of MILLOM FOLK MUSEUM SOCIETY On accounts for the year ended 31 March 2024 Charity no {if any) 1066680 Set out on pages 110 2 of the Receipts and Payments Accounts I report to the trustees on my examination of the accounts of the above charity {"Ihe Trust") for the year ended 31 March 2024. Re8pon81bllltle8 and As the charity trustees of the Trust, you are responsible for the preparation basls of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's accounts Carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5}(bl of the Act. I have completed my examination. I confirm that no material mallers have come lo my attention {olher than that disclosed below ') in eonneclion with the examination which gives me cause lo believe that in, any material respect.. accounting records were not kept in accordance with section 130 of Ihe Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order lo enable proper understanding of the accounts lo be reached. Please delete the words in the brackels iflhey do nol apply. Slgned: Date: 0310112025 Name: Mr Brett Bennett Relevant professlonal qualif icatlon{sl or body (if any): ACA CA IANZ) CTA Address: Oxford Chambers, New Oxford Street Workington CA14 2LR IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for exam inersl. Give here brief detalls of any items that the examlnerwishes to disclose. Nothing to disclose IER October 2018