## **Trustees’ Annual Report for the period** ## **From 2 April 2021 Period start date To** **1 April 2022 Period end date** **Charity name:** Margaret Thatcher Heritage Centre ## **Charity registration number:** 1154676 ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes of Para 1.17 The objects of the Margaret Thatcher Heritage
the charity as set out in its Centre are:
governing document
1. For the public benefit, the advancement of
education and the preservation of historical
heritage by the construction, management
and maintenance of a museum and
educational centre in Grantham,
Lincolnshire, focusing on twentieth century
history, the changing role of women, the
institution of prime minister and the British
political system, in particular the life, career
and premiership of Baroness Margaret
Hilda Thatcher.
2. The promotion of equality and diversity for
the public benefit, in particular by advancing
education and raising awareness in equality
and diversity and cultivating a sentiment in
favour of equality and diversity.
Summary of the main Para 1.17 and Main activities at this stage are fundraising
activities in relation to those 1.19 efforts. Once sufficient funds are secured, the
purposes for the public Heritage Centre can be constructed to deliver
the public benefit described in the objects.
benefit, in particular, the
activities, projects or
services identified in the
accounts.
Statement confirming Para 1.18 All trustees have read the Charity Commission
whether the trustees have guidance on public benefit. Consideration of the
had regard to the guidance guidance has been taken during the
development of the charity’s business plan and
issued by the Charity
museum conceptual design.
Commission on public
benefit
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## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
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|**Achievements and Performance**|**Achievements and Performance**|**Achievements and Performance**| |---|---|---| |SORP reference||| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|The charity is at fundraising stage for building
construction which is necessary before
enabling the benefits to society.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|The charity’s activities for this operating period
have largely been focused on identifying
individuals and organizations that would be
minded to help move the charity’s objectives
forward. Whilst interest was expressed from
various parties, no firm commitments have
been obtained. This will be a key area of focus
going forward for the charity.
At this stage, the main risk to the charity
achieving its objects is the ability to raise
adequate funding. Significant capital is required
and will need to be sourced from donations and
grants where possible. The generosity of
individuals and organizations will be key but is
ultimately outside the control of the charity.|| |---|---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |---|---|---| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Charity has completed year in a positive
financial position.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Charity currently has no policy on reserves.| |Amount of reserves held|Para 1.22|Zero| |Reasons for holding zero
reserves|Para 1.22|Charity currently has no fixed or pending
financial obligations.| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|N/A| ## **Additional information (optional)** You may choose to include further statements where relevant about: |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |||| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charitable Incorporated Organization| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Appointment by existing trustees| ## **Additional information (optional)** You may choose to include further statements where relevant about: |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |||| |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Margaret Thatcher Heritage Centre
Other name the charity uses MTHC
Registered charity number 1154676
Charity’s principal address The Granary
Hough Road
Barkston
NG32 2NS
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Alice E Brown Chair - -
2 Robert E Brown - - -
3 Rachel Judge - - -
4
5
6
7
8
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** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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**||| **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** Digitally signed by Robert E **Signature(s)** Robert E Brown Brown Date: 2022.12.27 15:05:58 Z **Full name(s)** Robert E Brown **Position (eg Secretary,** Trustee **Chair, etc) Date** 27 December 2022 **----- Start of picture text -----**
Charity Name No (if any)
Margaret Thatcher Heritage Centre 1154676
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 02/04/2021 01/04/2022
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ - ] - - - -
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts - - - - -
A3 Payments
- - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ - ] - - - -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments - - - - -
Net of receipts/(payments) - - - - -
A5 Transfers between funds - - - - -
A6 Cash funds last year end 617 - - 617 617
Cash funds this year end 617 - - 617 617
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CCXX R1 accounts (SS) 27/12/2022 1 |**Section B Statement of assets and liabilities at**|**Section B Statement of assets and liabilities at**|**the end of the period**|| |---|---|---|---| |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Treasurers Account
**Details**
**Details**
**Details**
Signature
Robert E Brown
Digitally signed by Robert E Brown
Date: 2022.12.27 15:08:00 Z|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**617**
**-**
**-**
**-**
**-**
**-**
**617**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Robert E Brown|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
27-Dec-22| CCXX R2 accounts (SS) 27/12/2022 2