Charity Number 1164455 ## Appleby Castle – the home of Lady Anne Clifford Trustees’ Annual Report and Accounts for the Financial Period 1 Apr 2023 – 31 Mar 2024 ## **Appleby Castle – the home of Lady Anne Clifford** **Trustees’ Report and Financial Statements to 31[st] March 2024** ## **Presentation** The trustees present their report and accounts for the year ended 31st March 2024 which have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities (the FRSSE) (effective 1 January 2015), applicable accounting standards and the Charities Act 2011. The trustees have prepared the accounts on the receipts and payments basis. ## Public Benefit The trustees have had due regard to the Charity Commission guidance on public benefit reporting in deciding what activities the charity should undertake. The remainder of this report illustrates the activities undertaken to support the public benefit requirement. ## **Reference and Administrative Information** ## Charity Name Appleby Castle – the home of Lady Anne Clifford (Appleby Castle CIO) ## Charity Trustees Sally Nightingale (Chair) Dr Hugo Minney Giles Storey (3 trustees) ## Address Appleby Castle, Boroughgate Appleby-in-Westmorland CA16 6XH ## Independent Examiner Since there have been no transactions on the accounts and there is no bank account, there is no requirement for an independent examiner ## Structure and Organisation Appleby Castle – the home of Lady Anne Clifford (Appleby Castle CIO) is a registered charity which operates according to its constitution. The trustees consider the progress of the charity and its future directions and activities, and manage the charity. TAR & ACCOUNTS – MARCH 2024 2 ## **Appleby Castle – the home of Lady Anne Clifford** ## **Trustees’ Report and Financial Statements to 31[st] March 2024** ## Trustee Appointments Trustee appointments are not limited by terms. Trustees are invited according to the skills and experience that they can contribute to the future directions and activities of the charity. New trustees are provided with support to enable them to understand and undertake their duties. ## Volunteer Support The charity is reliant on the support of its volunteers and trustees to achieve its objects. The work of volunteers is invaluable. ## **Objectives and Activities** ## Charitable Objects The charity has the following object: The objects of the CIO are the maintenance, repair and preservation for the benefit of the public of those parts of Appleby Castle which are open to the public. ## Achievements and Performance The CIO has not been required to act, having not undertaken any activities during the financial period reported. No funds have been raised, and no expenditure incurred. This is partially due to the good management of Appleby Castle Ltd, which already makes parts of Appleby Castle open to the general public, usually free of charge, and provides a space in the castle and grounds for events to celebrate the year around in the town of Appleby-in-Westmorland. ## Covid-19 With the end of lockdown, the residents of Appleby and its environs, and visitors, have continued to enjoy the grounds and castle, however the charity has not been required to make a contribution. ## Financial Review There is nothing to review ## Reserves Policy There is nothing to report ## Future Plans The charity was formed in order to manage any major funds needed for structural repairs and for activities amongst the people of Appleby-in-Westmorland. At present funds available have not required that a charity is the recipient, therefore the charity has not been active. TAR & ACCOUNTS – MARCH 2024 3 ## **Appleby Castle – the home of Lady Anne Clifford** ## **Trustees’ Report and Financial Statements to 31[st] March 2024** ## Responsibilities of the Trustees Charity law requires the trustees to prepare financial statements for each financial period, which show a true and fair view of the state of affairs of the charity and its financial activities for that period. In preparing those financial statements, the trustees are required to: - select suitable accounting policies and then apply them consistently: - make judgments and estimates that are prudent and reasonable: - state whether applicable accounting standards and statements of recommended practice have been followed, subject to any departures disclosed and explained in the financial statements; and - prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in existence. The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Signed on behalf of the trustees **----- Start of picture text -----**
2:30 pm, 20 Oct 2024
1164455 TAR Accounts Mar2024.pdf
Dr Hugo Minney Date: 20 October 2024
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TAR & ACCOUNTS – MARCH 2024 4 ## **Appleby Castle – the home of Lady Anne Clifford** **Trustees’ Report and Financial Statements to 31[st] March 2024** ## **Receipts and Payments Account for the year ended 31st March 2024** |**024**||||| |---|---|---|---|---| ||**Unrestricted**|**Restricted**|**Total**|**Total**| |**Notes**|**Funds**|**Funds**|**2024**|**2023**| |**Income and endowments from**||||| |Donations and legacies|0.00|0.00|0.00|0.00| |Grants|0.00|0.00|0.00|0.00| |**Total**|0.00|0.00|0.00|0.00| |**Expenditure on:**||||| |Charitable activities|0.00|0.00|0.00|0.00| |**Total**|0.00|0.00|0.00|0.00| |||||| |**Net income/**|0.00|0.00|0.00|0.00| |**Expenditure**||||| ## **Statement of Assets and Liabilities as at 31[st] March 2024** ## **Total Funds 2024 Total Funds 2023** |**Notes**|**Total Funds 2024**|**Total Funds 2023**| |---|---|---| |**Current Assets**||| |Cash at bank and in hand|0.00|0.00| |**Total**|0.00|0.00| |The funds of the charity|0.00|0.00| |**Total**|0.00|0.00| The financial statements on this page were approved by the trustees and signed on their behalf by: 2:30 pm, 20 Oct 2024 _1164455 TAR Accounts Mar2024.pdf_ Dr Hugo Minney Date: 20 October 2024 TAR & ACCOUNTS – MARCH 2024 5