Trustees’ Annual Report for the period
From 1 Jan 2020 Period start date To 31 Dec 2020 Period end date
Charity name: Murton Parish Institute CIO
Charity registration number: 1156914
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the CIO are to establish and run a village hall and to promote for the benefit of the inhabitants of the Parish of Murton as the “area ofbenefit” |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Running and administering the village hall, allowing lettings to third parties and organising community events and entertainments. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees pay due regard to the CC guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | We offer no formal grants and have no grant giving statutes. From time to time we may provide small grants and donations to activities that meet or objectives. |
| Policy on social investment including program related investment |
Para 1.38 | We have no programme related investment |
| Contribution made by volunteers |
Para 1.38 | Volunteers contribute their time only. |
| Other | N/A |
Achievements and Performance
----- Start of picture text -----
SORP reference
We successfully operate our village hall
----- End of picture text -----
| Achievements and Performance | Achievements and Performance | Achievements and Performance |
|---|---|---|
| SORP reference | ||
| We successfully operate our village hall | ||
| 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 | making it widely available for social, sport and entertainment activities as well as private social events. The hall is perceived locally as the focal point of our community. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | We have no formal objectives other than to make the village hall open and attractive to our community |
| Performance of fundraising activities against objectives set |
Para 1.41 | We have no set financial targets |
| Investment performance against objectives |
Para 1.41 | We have no investments |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Balance at end of period - £20,959.84 Made up of Balance at end of previous period plus income over expenditure |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held in current bank account for use by the CIO |
| Amount of reserves held | Para 1.22 | £20,959,84 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
| Additional information (optional) You may choose to include further statements |
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 | Funds are derived from entrance fees to events and from hall lettings fees |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | We have no investments funds |
| A description of the principal risks facing the charity |
Para 1.46 | There are few risks facing our organisation. The principal risk (and is it very minor) would be the loss or serious damage to our building through fire or other action. We maintain the building to high standard and have annual professional checks of our fire alarms and electrical systems. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution and Governing Document (lastamended 2 Sept 2015) |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable incorporated organisation (CIO) |
| 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 | Elected by public meeting annually |
Additional information (optional)
----- Start of picture text -----
You may choose to include further statements where relevant about:
New trustees are provided with copies of the
governing document. No formal training is
Policies and procedures considered necessary
adopted for the induction and Para 1.51
training of trustees
We operate through a committee structure
that comprises the trustees and an additional
The charity’s organisational ten ordinary members elected annually by
structure and any wider Para 1.51 public meeting. Officers of the committee
network with which the elected by annual public meeting are: the
charity works Chairman (always a trustee), a treasurer and
a secretary.
We no relationships with external bodies or
parties
Relationship with any related Para 1.51
parties
----- End of picture text -----
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | New trustees are provided with copies of the governing document. No formal training is considered necessary |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | We operate through a committee structure that comprises the trustees and an additional ten ordinary members elected annually by public meeting. Officers of the committee elected by annual public meeting are: the Chairman (always a trustee), a treasurer and a secretary. |
| Relationship with any related parties |
Para 1.51 | We no relationships with external bodies or parties |
| Other | N/A |
Reference and Administrative details
----- Start of picture text -----
Charity name Murton Parish Institute CIO
Other name the charity uses Murton Institute
Registered charity number 1156914
Charity’s principal address Ivy House
Hilton
Appleb
CA16 6LX
----- End of picture text -----
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 M J Schug Chairman 2015 -
2 M Munro 2015 -
3 A Munro 2015
4 F Price 2015 -
5 A Knowles 2015 -
6 B Govan 2018 -
7
8
9
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
– 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
----- End of picture text -----
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
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
None
Other optional information
None
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) F Price Full name(s) Frank Price Position (eg Secretary, Trustee Chair, etc) Date 28 Sept 2021
| SXPErtlru | |
|---|---|
| Elec-tric | f981.25 |
| Water | f94,42 |
| Firecheck | f188.10 |
| lnsurance | 8764,33 |
| Provisions | f290.75 |
| BT | f547.08 |
| Cleaner | [336.00 |
| Committeeexp | f207.86 |
| Furniture&fittings | f270.00 |
| Misc | [732.50 |
| f,!,4L2.29 |
| HireofHall | f445.00 | ||
|---|---|---|---|
| Privatehire | f110.00 | ||
| Hilton commoners | 810.00 | ||
| PCCof Appleby | 825.00 | ||
| EdenDistrictCouncil | €150.00 | ||
| ParishCouncil | f150.00 |
| Coffee&Craic | f150.20 | |||
|---|---|---|---|---|
| Building Societylnterest | f50.36 | |||
| FilmClub | €215.00 | |||
| Soup&Pud | t222.30 | |||
| Grants {EdenDistrictCouncil Covid-19} | f11,334.00 | |||
| MiFc | €145.00 | |||
| Highlights | €125.00 | |||
| SaleofCards | f20.00 | |||
| TOTAL | f12.571.86 | |||
| ExprN$Es | ||||
| Electric | c981.25 | |||
| Waterrates | f94.42 | |||
| Firecheck | f188.10 | |||
| lnsurance | f,764.33 | |||
| BT | f547.08 | |||
| Prizes&Provisions(cleaningmaterials,tea,coffee etc | f290.75 | |||
| Cleaner | [336.00 | |||
| Committeeexp{A Liston,prosecco&hobby craft etc} | f207.86 | |||
| Furnitqre &fittinFs | ||||
| Frdge-Freezer{FPrice} | c270.00 | |||
| Misc | f732.s0 | |||
| WestmorlandElectrical | f | 22s.60 | ||
| Highlightsmembership | f65.00 | |||
| Logic(air sourceheat pumpservice | f | 192.00 | ||
| WestmorlandElectrical{5yrreport} | f249.90 |