Charity No. 1151528 MATTERDALE COMMUNITY ASSOCIATION FINANCIAL STATEMENTS YEAR ENDED 31•t MARCH 2024 Trustees. Annual Report for the period Period start date Period end date From 01 2023 To 31 03 2024 Section A Reference and administration details Charity name MArrERDALE COMMUNITY ASSOCIATION Reglsternd charity number 1151528 Charity's princlpal address The Old Vicarage Matterdale Penrith CA11 OLD Names of the charfty trustses who manage the charity Dates acted if not for whole year Tr￿te0 name Office (If any) Veronica Gore Chair Jane Newport Mark Nixon Secretary Treasurer Alison Ball Appointed 519123 Appointed 519123 Simon Ball Emma Bray Brian Clark Peter Crofts Paul Goodman Resigned 519123 David Harrison 10 Paddy Palmer Lucie Stockdale Resigned 2018123 Appointed 519123 Appointed 519123 Anna Williams 12 Steve Williams Section B Structure, governance and management Description of the charity's trusts Type of governing document Constitution dated 1511113 How the charity is constituted Charitable Incorporated Organisation Trustee selection methods Appointment by existing trustees Section C Objectives and activities Summary ofthe objects of the charity set out in it8 governing document (1) To promote for the benefit of the inhabitants of Matterdale and adjacent parish8S Without distinction of sex, sexual orientation, race or of political, religious or other opinions, by associating togetherthe said inhabitants 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 other leisure time occupations with the objects of improving the conditions of life of the said inhabitants. (2) to establish or secure the establishment of a community centre (hereinafter called 'the centre,) and to maintain and manage the same (whether alone or in co-operation with any local authority or person or body) in furtherance of these objects. (3) To advance education for the benefit of the public through the provision of educational grants to young people under the age of 25 who are resident in Matterdale with any funds that are not required for the rna1ntenan￿ or delvvlopmenl vf l11￿ pivpryrty. Summary ofthe main activities undertaken for the public benefit in relation to these objects Public Benefit Trustees confirm that they have had regard to the guidance issued by the Charity Commission on public benefit as activities have been planned and undertaken within the objects of the Matterdale Community Association during the period covered by this Trustees Report (Apnl 2023 to May 2024). Please see the summary of the main activities in Section D below. Section D Achievements and performance Summary oftha maln aGhievements of the charity durlng the year Actlvlties April 2023 to March 2024 Adminlstration & Communicatlons The trustees met approximately every two or three months during the year. Communication between members and the wider Gommunity has been via our website, emails to members from the MCA Secretary, Ullswater Together (the Parish magazine) and through Matterdale Nextdoor. One of the new trustees, Alison Ball, has worked to revitalise the website and it is now significantly more informative and engaging. Community Hall The Matterdale School Foundation (MSF) has continued to explo different venues as possible alternatives to a purpose-built community hall. The MSF Steering Group overseeing this project was disbanded in May 2023, and a new Steering Group was estsblished with some different members. Veronica Gore and Jane Newport participate as trustees of MSF and maintain links with MCA. The Steering group is now actively considering a reduced design in line with available funds, 2¢ wg119e othor optioné. The pilot between MCA and Watermillock Village Hall has not led to a formal joint working arrangement between the two organisations, but ad hoc joint working is continuing, on an event-by-event basis. Additionally, MCA has hired Watermillock Village Hall for a number of events and activities over the year (see Communrty Events). We are pleased to be able to hire the Hall in this way for the benefit of the residents of Matterdale. Community Events The planning and organising of events are undertaken by the Virtual Village Hall committee (WH), a subcommittee of MCA comprised of trustees and members. In the absence of a dedicated spa￿, events are organised in a number of venues: The Royal Hotel, Matterdale Church and its meeting room, individual private homes, a locally owned barn, and Watennillock Village Hall. The new owner of The Royal Hotel has recently made a large room available for MCA'S use, and this enables us to hold meetings there, and to plan additional indoor events. It has been a busy year. The WH organises several regular events including.. a weekly outdoor fitness class led by a local fitness instructor on the meadow at the Royal Hotel. The Royal Hotel is also the venue for a well-attended bi-monthly quiz, hosted by different quiz masters. An enjoyable weekly badminton session is organised September to May at Watemiillock Village Hall. There is also a monthly film club held in participants, homes. There are two Steel Band groups meeting weekly in a local bam, and it is hoped to perform in public soon. In May 2023 a well-attended event to celebrate the Coronation of King Charles was organised in the grounds of the Royal Hotel. The steel band played, ther8 was a novélty dog show, a bake-off and games and races. The Nature Group has continued to focus on the phase one habitat surrfeys of Matterdale. There was a well-attended refresher day in early June 2023, with Professor Lois Mansfield present, during which survey was undertaken of part of Watermillock Common. Following from this several par￿lS of familand were surveyed along wrth part of the National Trust land at the Riddings. An intensive week of group work later in the summer completed a survey of Little Mell. The CBDC provided helpful input and were able to share wrth us historical sur4ey maps from the 1980's for comparison. One major development was the involvement of Carla Pont who kindly offered her time and expertise to digitise our maps and produce some statistics. In February the Group presented the project to the CBDC recorders conference and from this we have been able to recruit some help from the Cumbria Flora Group for survey work later this year. There has been an initial refresher day and survey work will restart at the beginning of June 2024. There have been several collaborative events with Matterdale Church. In 2023 MCA supported a Palm Sunday procession and provided the amplifscation for tho Outdoor service, and refreshments afterwanjs. Easter 2024 saw a well-attended Church service after which MCA organised refreshments and an Easter egg hunt for the children attending. We organised several events at Watemiillock Village Hall. An enjoyable and successful Folk Night was organised showcasing local Cumbrian talent, including clog dancing, ballad singing, folk music, songs and poems. Following her Ullswater Breakfast talk, Kate Roberts was invited to talk further on °How the Earth Thinks., expanding theories about connections between famiin methods, which affect the microbes event jointly organised with WMVH committee, included speeches, songs, a much-enjoyed ￿lJIdh provided by the local Bald Mountain String Band with caller Sally Hardaker, as well as °haggis and neeps.. For°one night only. we put on a staging, with script reading, music and dancing, of A Christmas Carol. This enjoyable evening was organised jointly with WMVH and raised nearly £700 for the local Salvation Amiy food bank. A well led Shanty Evening was held and provided fun and lots of singing. MCA also supported The Big Quiz organised by Rev Cathy Helm in aid of Tear Fund. Activities April to May 2024 Community Events During this period the MCA has held a quiz at The Royal Hotel in aid of Another Way, a local environmental charity for young people. Treasure Trail by Simon and Alison Ball starting from The Royal Hotel was great fun and showed how much more there is to see when you look. Further events are being planned for the rest of the year including a board games evening, rounders and a "Summer Day. fair with dog shows, entertainment and the °Parish Olympics", as well as our usual regular events. Thanks Particular thanks are due to Helen Reed for chairing the Virtual Village Hall committee with such enthusiasm and creativity, to Alison Ball for transfoming the website and our social media, and to Jane Newport for sending out all the emails about events that we organise and those put on by nearby charities and village halls. It has been another suc￿Ssful year bringing the community together to have fun, to leam, and to build skills and fitness. A huge thank you is due to all those. too numerous to mention, who volunteered to chair groups, contributed to the organisation of and performance at our events, taken minutes, sent out ernails, sponsored or supported our events. and to all those who came along and took part. Section E Financial review Financial Review The MGA generate(l a surplus of £903 for the year to 31 Sl March 2024, and helped raise £693 for the Salvation Army Food Bank from the Christmas Carol dramatic reading in December 2023. ReseNes Policy It is the policy of The Charity to hold a level of reserves sufficient to maintain its current level of activities into the following year. Section F Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charity's trustees Slgnature(s) Full name(s) Position Veronica Gore Chair Dats II/G MArrERDALE COPIIMUNITY ASSOCIATION Annual accounts for the 0110412023 To Statement of financial activities Charity No eriod 1151528 Period start date Period end 3110312024 Section A Recommended categories by activity Restricted income funds Unrestrlcted funds Endowment Total thls funds year Total last year Incoming resources (Note 3) Inc