## **Trustees’ Annual Report for the period**
**From 1[st] April 2021 Period start date To 31[st] March 2022 Period end date**
**Charity name: Martham Boat Dyke Trust**
## **Charity registration number: 1163351**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 Promotion of general charitable
purposes of the charity purposes for the benefit of the people
as set out in its and organisations associated with
governing document Martham, in the County of Norfolk.
Summary of the main Para 1.17 and
1.19
activities in relation to
those purposes for the
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 Trustees have had regard to the
whether the trustees guidance issued to them by the
have had regard to the Charity Commission on Public Benefit.
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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SORP reference
Policy on grant making Para 1.38 Grants were made available to
individuals and organisations. A
change to the objectives to include
‘people associated with Martham’
means benefits can be offered to a
wider range of people and
organisations.
Policy on social Para 1.38 The Trust has invested 4.94% of the
investment including income in the environmental
program related maintenance for the benefit of
investment parishioners, boat owners and the
public.
Contribution made by Para 1.38 The contribution made by our
volunteers volunteer has been the management
of the river frontage and the boat
moorings.
Other The Trust has instituted a new annual
award to assist people going onto
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further/higher education or onto training. Initially these awards will be of £500 with selection at the beginning of each September.
## **Achievements and Performance**
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SORP reference
Summary of the main Para 1.20 The Trust has made grants of 54.37%
achievements of the of income covering social welfare,
charity, identifying the community groups and education. An
difference the charity’s increase of 97.1% from the previous
work has made to the year.
circumstances of its
beneficiaries and any
wider benefits to society
as a whole.
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
Achievements against Para 1.41 The Martham Boat Dyke Trust has
objectives set increased its grant making footprint
within the parish and beyond with a
new web site, notices and published
material.
Performance of Para 1.41 Links with schools, church and other
fundraising activities agencies have continued.
against objectives set
Investment performance Para 1.41 Continuing maintenance of the
against objectives Staithe means that parishioners and
schools can benefit from the
improved facilities.
Other
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## **Financial Review**
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Review of the charity’s Para 1.21
financial position at the
end of the period
Statement explaining Para 1.22 Reserves are held to cover future
the policy for holding anticipated large maintenance costs
reserves stating why and provide for reserves in the event
they are held of a large grant being authorised.
Amount of reserves held Para 1.22 £15,000
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
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
The charity’s principal Para 1.47 Rental from boat moorings
sources of funds
(including any
fundraising)
Investment policy and Para 1.46 Dividend from invested reserves
objectives including any
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**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 In selecting individuals for
methods including appointment, the trustees must have
details of any regard to the skills, knowledge and
constitutional provisions experience needed for the effective
e.g. election to post or administration of the CIO. Every
name of any person or trustee should be selected at a
body entitled to appoint meeting held according to the
one or more trustees ordinary practices of the Trust but
must be appointed for a four-year
period by Martham Boat Dyke Trust
trustees.
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## **Additional information (optional)**
You may choose to include further statements where relevant about: Policies and procedures Para 1.51 adopted for the induction and training of trustees The charity’s Para 1.51 organisational structure and any wider network with which the charity works Relationship with any Para 1.51 related parties Other
## **Reference and Administrative details**
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Charity name Martham Boat Dyke Trust
Other name the charity
uses
Registered charity 1163351
number
Charity’s principal 2 Marten Close, Staithe Road, Martham, Great
address Yarmouth, Norfolk NR29 4FG
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Chris Locke Chair
1
Ian Bradford Vice Chair
2
3 David Church Signatory
4 Richard Rogers Signatory
5 Paul Hooper Web Master
6 Gil Parsley
7 Lesley Headland
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
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Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others**
Description of the assets 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
## **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) Full name(s)**
**Position (eg Secretary, Chair, etc)**
**Date**
## Martham Boat Dyke Trust Profit And Loss Account For the year ended 31 March 2022
|Income
Dividends
Donations
Mooring Fees
Expenses
Accountants
Administration Costs
Fluctuation in Black Rock Invest
General repairs/Equipment
Grant Awarded
Grounds maintenance
Insurance
Sundry Costs
Trustees Expenses
Write offs
Net profit|587
1,347
11,928
(30)
(1,413)
(1,413)
(633)
(7,537)
(600)
(792)
(176)
-
(8)|2022
2021
£
£
734
-
11,275
13,862
12,009
(30)
(934)
(440)
(780)
(3,823)
(700)
(792)
(115)
(17)
(8)
(12,602)
(7,639)
1,260
4,370|
|---|---|---|
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