## **Trustees’ Annual Report for the period** **From 1[st] March 2020 Period start date To 31[st] March 2021 Period end date** **Charity name:Downham Market and District Heritage Society Charity registration number: 1154267** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the Para 1.17 To advance the education of the
purposes of the charity public in the historical heritage of
as set out in its Downham Market and its surrounding
governing document villages
Summary of the main Para 1.17 and Collecting, preserving and displaying
1.19
activities in relation to artefacts, documents and
those purposes for the photographs relating to Downham
public benefit, in Market and its surrounding villages
particular, the activities, that make up the ancient
projects or services Administrative area of the Clackclose
identified in the Hundred
accounts.
Statement confirming Para 1.18 The Trustees manage the Society for
whether the trustees the benefit of the public in
have had regard to the accordance with the guidance issued
guidance issued by the by the Charity Commission
Charity Commission on
public benefit
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
N/A
Para 1.38
Policy on grant making
N/A
Para 1.38
Policy on social
investment including
program related
investment
The Society is entirely run by
Para 1.38 volunteers
Contribution made by
volunteers
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Other ## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
Unfortunately Covid 19 and the
lockdown
Summary of the main closed the Centre for this period and
Para 1.20
achievements of the stopped our work with the public.
charity, identifying the When permitted volunteers met
difference the charity’s within strict Covid guidelines and
work has made to the carried on working with the collection
circumstances of its of artefacts, documents and
beneficiaries and any photographs as best they could. They
wider benefits to society also prepared new displays in
as a whole. readiness for re-opening. When not
allowed to meet they continued to
work from Home.
The business of the Society was
carried out by Zoom meetings as was
the Annual General Meeting
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 Despite having little income and
financial position at the having the Centre to maintain the
end of the period Society has managed to survive in a
reasonable financial condition
Statement explaining Para 1.22 Reserves will be held for anticipated
the policy for holding commitments as we have a fully
reserves stating why repairing lease and to cover future
they are held running costs
Amount of reserves held Para 1.22 £40,000
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially Para 1.24 n/a
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: **----- Start of picture text -----**
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
A description of the Para 1.46
principal risks facing the
charity
Other
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## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 CIO Foundation, Registered 18 [th]
document October 2013, amended on 11 [th]
(trust deed, royal February 2015
charter)
How is the charity Para 1.25 C.I.O
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Election by Members at AGM but the
methods including trustees may co opt other Trustees if
details of any necessary with the agreement of a
constitutional provisions members meeting, to be ratified at
e.g. election to post or next AGM
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: **----- Start of picture text -----**
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** **----- Start of picture text -----**
Charity name Downham Market and District Heritage Society
Other name the charity
uses
Registered charity 1154267
number
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Charity’s principal Discover Downham
address 30 Priory Road
Downham Market
PE38 9JS
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Kathleen Trustee Members
1
Wiseman
2 Christine Austin Trustee Members
3 Gerald Ryan Treasurer/Trustee Members
4 Marion Batt Trustee Members
5 Diane Drewery Trustee Members
6 Maria Hopwood Trustee Members
7 Peter Thorpe Trustee Members
Anthony Hall Trustee !1th November 2020 Members
8
to date
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 None** Name of trustees holding title to property belonging to the charity **----- Start of picture text -----**
Trustee name Dates acted if not for
whole year
None
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**Funds held as custodian trustees on behalf of others** Description of the assets None 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** Account Mapus-Smith & 23 London Road Downham Market Pe38 (BJ ants Lemmon LLP **Name of chief executive or names of senior staff members (Optional information)** None ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **No staff employed** ## **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)** Gerald Ryan **Full name(s)** Kathleen Wiseman **Position (eg** Trustee Treasurer **Secretary, Chair, etc)** **Date** 10/11/21 RECEIPTS AND PAYMENTS ACCOUF OF DOWNHAM MARK￿ AND DisfRicf HERITAGE SOCIErY YEAR ENDED 31 MARCH 2021 Jm Market & Distrirt Herita e Socie ie and Ex enditure Account for the ear ended 3tst Marth 2021 I¢Dmin Resources Restricted 2021 Unrestricted 2021 Total 2021 Total 2020 General Donations Subscriptions Sales Room hire Meetings 2.352 650 612 120 128 3,862 2,352 650 612 120 128 3.862 986 657 219 2,329 1,055 5.246 Investment Income Bank interest 911 911 911 911 72 72 Fundraising General fundrai5tng Coffee mornings. f￿d sales Events 160 160 3.525 1.392 157 5,074 160 160 Grants received HLF Wren KLWMNBC Total Incoming Rescources 4.933 4,933 10.392 dm Market & District Heritage Society .ie and Expendlture Account for the year ended 3tst Marth 2021 Restrirted UnrÈstrirted 2021 2021 Totsl 2021 Total 2020 Resourtes Ex ended General Wages and salaries 1nsurance Stationery. postage and photOCOFrying Speakers Water Telephone and internet 5ub5criptions and licences Repairs and equipment Heating and electricity Computer General expenses Merchandise for sale Cleaning Advert15ing Profe55ional fees Rent Removal of artifact5 Recruitment expenses Accountancy Total resources expended 530 530 690 771 449 327 546 196 2,548 5.353 446 1.588 36 762 254 192 559 247 951 2.264 448 166 87 1.535 369 192 559 247 951 2,264 448 166 87 1.535 369 256 690 8W3 690 8N3 960 15.181 Surplus Income over Empendrture 13.5501 13.5501 14,790} Funds at 01 April 2020 264 361.603 361.867 366,657 Transfer5 between furbd5 Funds at 31 Marth 2021 264 358,053 358,317 361.867 ,am Market & Distrirt Herita e 50¢ie .-ment of Assets and Liabilbtie5 for the ar ended 31st March 2021 2021 2020 Fixed A55ets Tangible asset5 293.527 293.228 Current Assets C8sh at bank and in hand 64.790 68,639 Net Assets 358,317 I61￿67 The funds of the charlty Unrestricted Funds 358,053 361.603 Restricted Funds 264 264 Total Charity Funds 358.317 161.867 Approved and slgned on behalf of the Charity Mr D Flower- Chairma Downhain Market & Di5trFCt Heritage Society Independent Examiners. Report to the Trustees of Downharn Market and District Heritage Soclety I report on the accounts of Ihe Charity foT Ihe year ended 31 M8rch 2021, are set wl on pag￿ 1 10 3. Respective responsibilitres of trustees and examiner The charity S Iru5tees are responsible for the Pfeparaiton of Ihe accA)unts. The chariiy s Irusiees consKler ihal an audit i8 not requirec for this year Lsnder section 144121 ol the Charitie5 Act 2011 Ilhe 2011 Act) and th81 an Independeni examination is needed. It is my responsibility to.. examine the accounts vn4Jer section 145 01 the 2011 Ad-. lo follow the proceduTes lawj down in the General Direcbons given by the Charity Commissioner under section 14515llbl of the 2011 Act.. and to slate whether particular mattew5 have ¢￿￿e lo my attention. Basis of Indepe￿dent examineV5 report My examination was Ggrried out in ac(X>rd3n￿ the General Directi(XbS given by the Chartty Commissioner. An ey2mination includes a review of the accounting records kepl by1he charity and a Compar￿on of the accounts presefited wth thase iecords. 11 a150 includes consideration of any unusual items OT disclosures in the aCt￿nts. and the seeki¥4g ol eJplan3tions from you as Iruslees conCemi￿g any such matters. The procedL¢res undertaken do not promde all the evidence Ihat would be reqkjired in an audit and, conseqvenly no opinion is given 8$ to whether the accounts present a 'true and fair view. and the report is limited Its those matters set out in the ststemenl betow. Independent Èxaffliner's statement In connection with rny ex8mination. no tnattef has come to my attention". which gNes me reasonable cause lo believe that. in any material respect. Ihe reqvt￿Menls. lal to keep ac¢ounting records in accordance with section 130 of the 2011 Act", and Ibl to prepare accounts which acwrd wth the accountiryJ ￿e0FdS and to