## **Strumpshaw Neighbourhood Trust (CIO) charity number 1162573** 

## **Annual Report 1st April 2021 to 31st March 2022** 

## **Overview** 

The Strumpshaw Neighbourhood Trust was formed in July 2015.    Its terms of reference include establishing, or securing the establishment of, a community centre for Strumpshaw.  This includes supporting Strumpshaw Parish Council in the provision of a community hall in Strumpshaw.   The Trust also has the power to promote activities to support recreation, education and leisure time pursuits in Strumpshaw. 

Strumpshaw Parish Council took responsibility for the new Strumpshaw Community Hall in March/April 2020 and manages the hall through a committee of the Parish Council. 

During the financial year the Trustees met the Trustees of the Strumpshaw Marsh Charity and the W C F Holmes Coal Charity.   This was in response to a request from the Charity Commission for the widening of the objectives and merging of the  charities. 

All the trustees decided that it was in the interests of each charity to merge with the other two charities.   They decided that the Strumpshaw Neighbourhood Trust should be renamed ‘the Strumpshaw Trust’ and that its constitution should be amended as follows, subject to the approval of the Charity Commission. 

“Primarily the relief of those in need in the civil parish of Strumpshaw, by reason of youth, age, ill-health, disability, financial hardship or other disadvantage; 

“To further or benefit the residents of the civil parish of Strumpshaw and the neighbourhood, without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together with the said residents and the local authorities, voluntary and other organisations in a common effort to promote recreation, education, leisure time pursuits, and the arts for public benefit; 

“To support the provision of facilities in the interests of social welfare for public benefit in the civil parish of Strumpshaw.” 

The Trustees of all three charities agreed that the endowments and funds of each charity should be transferred to the Strumpshaw Trust.    The revised constitution makes provision as follows in relation to the permanent endowments. 

“The charity trustees may apply the permanent endowments of the CIO for the objects of the charity but only on such terms for the replacement of the amount spent as the Charity Commission may approve by order in advance.” 

The trustees of all three charities appointed Hilary Hammond, Nick Price and David Wakefield as a Project Board to manage the transfer. 

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Stakeholders were identified and consulted, including by an article in the December issue of Parish News. 

The Charity Commission was consulted about these changes in September 2021 but no response was received by the end of the financial year. 

## **Trustees** 

Stephen Hearnden and Richard Yallop resigned in July 2021.   David Wakefield was appointed as a Trustee in August 2021 for a three year term.   The other Trustees at March 2022 were Hilary Hammond (Chairman  and Hon. Treasurer), Maureen Hammond, Nick Price and David Varley. 

The proposed revised constitution provides for a total of 7 trustees, with Strumpshaw Parish Council and Strumpshaw Parochial Church Council both being able to appoint two trustees.    At all times the majority of trustees must have no links with Strumpshaw Parish Council or any other local authority. 

## **Financial records** 

The Trustees considered and approved their financial records which did  not require auditing. 

## **Reserves policy** 

The Trustees maintained their policy of seeking donations and grants to support the operation of Strumpshaw Community Hall by Strumpshaw Parish Council.   As a result of this policy the Trust continues to limit its reserves to £25.00. 

The reserves policy will require reconsideration when the Strumpshaw Trust is in operation. 

## **Public benefit** 

The Trustees have had regard to the Charity Commission’s guidance on public benefit. 

Hilary Hammond, Chairman April 2022 

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## Strumpshaw Neighbourhood Trust (Charity number 1162573) 

Accounts 1st April 2021 to 31st March 2022 

||||
|---|---|---|
|**Income**|||
|**Donations**|£1,449||
|**Gift Aid**|£55||
|**Grants**|£0||
|**Total income**||£1,504|
||||
|**Expenditure**|||
||||
|**Total expenditure**||£0|
||||
|**Income less expenditure**||£1,504|
||||
|**Balance sheet**|||
|**b/f from 2020/21**|£25||
|**Income less expenditure**|£1,504||
|**c/f to 2022/23**|£1,529||
|**HH 4/4/22**|||
||||



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