CHAkPITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110112024 Period end date Period start date To 3111212024 Charity name:CAPTAIN COOK SCHOOLROOM TRUST Charity registration number:1165786 Objectives and Activities SORP refererte Summary of the purposes of the charity as set OLrt in its overnin document Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or SeNiS identif1ed in the accounts. Statement Confirniing whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.17 ProvTsion of a small museum celebrating Great Ayton as the childhood home of tain James Cook Provision of a museum open to the public Para 1.17 and 1.19 Para 1.18 The Trustees have had regard to guidance issued by the Charity Commission on public benefit Additional information (optional) You ma choose to include further statements where relevant about.. SORP reference No grants are made Para 1.38 Policy on grant making The charity has insiifficient funds for investment P8ra 1.3& Policy on social investment including program related investment The Charity is dependent upon volunteers Para 1.38 Contribution made by volunteers Other
Achievements and Performance SORP refrrence Being able to operatli a small Museum | celebrating the boyhood home of Captain i James Cook Summary of the main achievemenls of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to 50ciely as a whole. Pard 1 20 Additional information {optional) You ma choose to include further statements vthere relevant about= Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Par• 1.41 Investment perfoman against objectives Para 1.41 other
Financial Review Review of the charily's financial position at the end of the eriod Statement explaining the policy for holding reserves stalin are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.21 Expenditure exceeded income by £555 Para 1 22 Reserves are held to enable the museum | to be open to the putilic and also for future refurbishments £43252 NIA Para 1.22 Paia 1.22 Para 1.24 NIA Parn 1.23 No current concerns Additlonal infomiatlon (optional) You ma choose to include further statements where relevant about". Donations from the public when vlsiting the museum The charity's principal sources of funds (including any fundraising) Pata 1.47 Not sufficient funds to consider investing Investment policy and objectives including any social investment policy adopted Pera 1.46 Shortage of voluntei>rs A descriplion of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management Description of charity's trusts.. Type of governing document cio Para 1.25 cio How is the charity conslituted? e.g Lininc.orpDr8led 4#rnr.12tinr. n IC)] Pala 1.25 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 Trustees make appointments. No Person or Body entitled to appoint trustees. One third of Trustees retire each year but are able to be reolected. Addltlonal infomiation (optional) You ma choose to include further statements where relevant about.. Policies and procedures adopted for Ihe induction and training of trustees Para 1.51 The charity's organisational structure and any wider neOrk with which the charily works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Charit name Other name the chari uses Re islered charit number Charity's principal address Ca lain James Cook Schoolroom Museum Trust None 1165786 51 Newton Road. Great Ayton, MiddlLJsbrough TS9 6DT
Names of the charity trustees who manage the charity Dates acted if not for wholL3 ear Trustee namè Offlce Ilf any) Name of person lor bodyl entitled to appoint trustee Ilf an Frances Greenwell Chair Katherine Eaton John Earnest Fletcher Elizabeth Joan Scovell Heather Moorhouse Peter Walker Gary Readman Ann Hewitt Ronald Derek Kirk Treasurer 10 John Graham To February 2024 12 13 14 15 16 17 18 19 20 Cor orate trustees~ names of the directors at the date the re ort wac-, a roved Director name Name of trustees holding trtle to property belonging to the charty Trustee narne Dates acted if not forwhole ear
Funds held as custodian trustees on behalf of othei's Description of the assets held in this capacity Name and objects of the chanty on whose behalf the assets are held and how this falls wthin the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Additional infomiation (optional) Names and addresses of advisers (Optional infomiation) Type of Name Address adviser Name of chief executive or names of senior staff members {Optioiial Infomiation Exemptions from disclosure ersonnel details Reason for non-disclosure of ke other o tional 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{sl Position leg Secretary. Chair, etc} Ronald Derek Kirk Treasurer Date 2010212025
Trustees’ Annual Report for the period
From 01/01/2024 Period start date To 31/12/2024 Period end date
Charity name:CAPTAIN COOK SCHOOLROOM TRUST
Charity registration number:1165786
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Provision of a small museum celebrating Great Ayton as the childhood home of Captain James Cook |
| 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 |
Provision of a museum open to the public |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to guidance issued by the Charity Commission 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 | No grants are made |
| Policy on social investment including program related investment |
Para 1.38 | The charity has insufficient funds for investment |
| Contribution made by volunteers |
Para 1.38 | The Charity is dependent upon volunteers |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| 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 | Being able to operate a small Museum celebrating the boyhood home of Captain James Cook |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Expenditure exceeded income by £555 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to enable the museum to be open to the public and also for future refurbishments |
| Amount of reserves held | Para 1.22 | £43252 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No current concerns |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | Donations from the public when visiting the museum |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not sufficient funds to consider investing |
| A description of the principal risks facing the charity |
Para 1.46 | Shortage of volunteers |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
CIO | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | 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 | Trustees make appointments. No Person or Body entitled to appoint trustees. One third of Trustees retire each year but are able to be re-elected. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Captain James Cook Schoolroom Museum Trust |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1165786 |
| Charity’s principal address | 51 Newton Road, Great Ayton, Middlesbrough TS9 6DT |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Frances Greenwell | Chair | |||
| Katherine Eaton | ||||
| John Earnest Fletcher |
||||
| Elizabeth Joan Scovell |
||||
| Heather Moorhouse |
||||
| Peter Walker | ||||
| GaryReadman | ||||
| Ann Hewitt | ||||
| Ronald Derek Kirk | Treasurer | |||
| John Graham | To February2024 | |||
– 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 Trustee name Dates acted if not for whole year
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) Ronald Derek Kirk
Position (eg Secretary, Treasurer Chair, etc)
Date
20/02/2025