## **Trustees’ Annual Report for the period**
## **From 1 Jan 2022 Period start date To 31 Dec 2022 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 our 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**
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Review of the charity’s Para 1.21 Balance at end of period - £11,631
financial position at the end Made up of
of the period Balance at end of previous period plus
income over expenditure
We used a considerable portion of our
reserves to replace a failed air source heat
pump which is the sole source of heating
and domestic hot water t the village hall.
Statement explaining the Para 1.22 Reserves are held in current bank account
policy for holding reserves for use by the CIO
stating why they are held
Amount of reserves held Para 1.22
£11,631
Reasons for holding zero Para 1.22
reserves
Details of fund materially in Para 1.24
deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a going
concern
**----- End of picture text -----**
|**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 (last
amended 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**
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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
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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**
## **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** 30/07/2024
##
|Balancea!,lstJanuarv2O23|g2?,7?'6.71|
|---|---|
|lncomeLstJanuary-31stDecember|f3,796.16|
|Expenses LstJanuary -31stDecember|fr5.991.28|
|Ioss|€.l&Oes-12|
|Balanceat31st December2023|f1!.,631,.59|
|Balanceat31st|Decembe|r2023|f1!.,631,.59|
|---|---|---|---|
|Madeupof:|Cash||875.95|
||Cheque|acc|f5,121.76|
||lnstant|access acc|f5.433.84|
||||fl1,531.59|
##
|HireofHall|f1,93.1.03|
|---|---|
|Coffee&Craic|9750.70|
|Quiz|f233.00|
|Buitding Societylnterest|f91.73|
|Film Club|€390.00|
|Soup&Pud|f339.70|
|Misc|f80.00|
||f.3,79g,Lg|
##
##
|rNcoMr|||
|---|---|---|
|HireotHall||fx,911.03|
|Badminton|f480.oo||
|Fellsiders|f160.00||
|LineDancing|9260.00||
|PBainbridge tyoeal|f93.00||
|MurtonParish Council|f150.00||
|Private Hire|€768.03||
|Coffee &Craic||€7s0.7q|
|Quiz||f233.00|
|BuildinsS,orietvlnterest||f91.73|
|tilmCluh||f390.00|
|$oup&Pud||{33+70|
|Misc||f80.00|
|Highlights|{80.oCI||
|TOTAL||f31796.16|
|EXPENSES|||
|Elqctric||f2,54X.68|
|Waterrqtes||f,I,24.o7|
|BT||fs89."69|
|lnsurance||f979.99|
|Firecheck||q226.98|
|Cleaner||e36O.O0|
|PrEvisions||f73.39|
|{Tfrolfs,cleaning rnateria{s,coffee,tea.}
Denations||f144.00|
|{Villagerf1?4.00,EdenAnimalRescue€120.00}|||
|CommitteeexoenseF||fJ.54.47|
|{Plants,Firstaidboxeqstarnps,quizprizes,|||
|keyscut,mop,binliners,signs,|||
|Misc||t10,587.06|
|{Replaceheat pumpf.1L43.5O,|||
|Newairsource heatingf8419.00,|||
|Highlights membershipf65,00|||
|Westmorland electricalf6O|||
|UHurst{coronationproject} €899.46|||
|TOTAL||f15,991.29|