## **Trustees’ Annual Report for the period** **From 1[st] April 2021 Period start date To 31[st] March 2022** ## **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
After the Covid lockdown was lifted
we began to pick ourselves up and
Summary of the main start our activities almost afresh. By
Para 1.20
achievements of the the end of June we had put the
charity, identifying the enforced break behind us and were
difference the charity’s fully functioning and engaging with
work has made to the the public with our talks and
circumstances of its exhibitions. We have also renewed
beneficiaries and any our engagement with the local Youth
wider benefits to society organisations
as a whole. Our Fundraising members worked
very hard and successfully too.
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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 The Society completed the year in a
financial position at the most satisfactory financial situation
end of the period
Statement explaining Para 1.22 Reserves will be held for anticipated
the policy for holding commitments as we have a full
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 Fundraising
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 Discover Downham
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 Trustee/Treasurer Members
4 Marion Batt Trustee Members
5 Diane Drewery Trustee Members
6 Maria Hopwood Trustee Members
7 Peter Thorpe Trustee Members
8 Anthony Hall Trustee Members
9 Zowie Sweetland Trustee 10/11/21 to date Members
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) Position (eg** Treasurer **Secretary, Chair, etc)** **Date** RECEIPTS A14D PAYMEPItSACCOUNT DOWNHAM PMRXET AND DIStRicf HERITAGE SOCIErY YEAR ENDED 31 MARCH 2022 Downham Market & Di5trirt Heri Income and Ex ndE￿re Account forthe Incornr Resou Totsl Total 2021 GeneTal Donatkjns Subscriptlofis Sales Room hl¥e Meetln85 653 970 651 2.502 921 5.696 653 970 651 2.502 921 2352 650 612 120 128 3062 Investment Inrome Bank Inte￿5t 911 911 Fundrai55ns General fundrai51llg Coffee rnornlngs. fcod sales Events 2,191 577 4.812 2.191 577 4A12 160 Grants recel¥ed HLF Wren 8CKLWN Total in¢omlw R￿¢¢￿vre$ ILO 4933 20ZI 6er*ral Wages and saLiries Insurance Stationery. p05tsge and photrKopying Speakers Water Telephoneand internet Subscriptions and liCen￿S Repairs aTrd equipment Heatingand e1eCtrtc￿Y Computer General expenses Merchandise for sale cteanln8 ertisln8 Professlonal fees Rent Removal of artlfacts ProfiVLoss Dn sèle Accountanry Tot•l reX*Ur￿eXPend•d 530 661 S￿) 661 530 209 535 209 535 429 4.503 1319 5.087 L749 192 5S9 247 951 2.264 1319 s.￿7 264 166 87 I￿35 398 254 254 26 26 264 14760 Surplus Income owr Expendhure 17,7481 17x1121 13.5501 Fundi atoi Aprll 2021 35V153 358317 361*7 Transftrs bettwenfvnd5 Funds •t 31 M•rth 2022 350JOS 351A05 358,317 Downham Markèt & Distrfct Herfts StatÈn¥ent of A55ets Liabuities forthe Flxed A$5ets Tangible assets 293.475 293.527 CuYr*rtAssets Cash at bavkand ITr hand 57,830 64.79) 351JOS 3S8317 Thefvndsofthe C￿rffy Llnrestritted Ftsnds 3W05 358053 Restrlcted Funds 264 Total Ch•rliy Funds 351305 358J17 Approv•d •llln•d on b•h•llofth• Chwlty D¢Mfnh•m hlarket & Di5trfct Herflage Srthty I r•port on the 8Ct•unts of Ihe ¢hawtyfor th¢ JTar8nd8d 31 March 2022. whic* a￿ settyjt on p•ge5 1 to 3. R08pon$ibrUtles and ba¥1* ol v•port As the ¢harttytrustee5 ofthe Tnjst you are tsspJn8bb tsthe pr8Paf*n oflhe •ctoW in aff(th¢•w*h the wufvements of the chai￿85 Ad 2011 lthe W. I roport th resFrft olrny ey•nwn*iJn ofthe ToJsf% oC2L