Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 1 April 2020 To 31 March 2021
Section A Reference and administration details
Charity name SHERBURN IN ELMET COMMUNITY TRUST
Other names charity is known by
Registered charity number (if any) 1166770
Charity's principal address SHERBURN & VILLAGES COMMUNITY LIBRARY
FINKLE HILL
SHERBURN IN ELMET
Postcode LS25 6EA
Names of the charity trustees who manage the charity
----- Start of picture text -----
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 P Doherty Chair Trustee Resolution
2 K Packham Treasurer Trustee Resolution
3 H Elderkin from 26.10.20 Trustee Resolution
4 A Hodgson Trustee Resolution
5 K Sibson Vice Chair Trustee Resolution
6 G Limbert Trustee Resolution
7 A Potts Secretary Trustee Resolution
8 L Wake to 11.6.20 Trustee Resolution
9 A Robertson Trustee Resolution
A Christie from 28.9.20 to Trustee Resolution
10
19.1.21
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
2020-21
TAR
1
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
Appointed by resolution Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
The review of policies continued as scheduled with various updates and amendments approved.
The three-year plan for the development of the Trust was reviewed and updated in the light of Covid. There is an overarching Trust plan and separate plans for the Old Girl’s School Community Centre, Community Library and Community Development.
Trustee induction procedure was reviewed and amended.
The trustees have had regard to the guidance issued by the Charity Commission on public benefit.
- trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
2020-21
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2
Summary of the objects of the charity set out in its governing document
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
To further or benefit the residents of Sherburn in Elmet and the neighbourhood, without distinction of sex, sexual orientation, race or of political, religious or other opinions, by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and provide facilities in the interests of social welfare for recreation and leisure time occupation with the objective of improving the conditions of life for the residents.
All our charitable activities focus on improving conditions for residents and are undertaken to further our charitable purposes for the public benefit. All aspects of the Trust's work during 2020-21 were dominated by the Covid-19 crisis. There are five strands to the work of the Trust:
1. Community Library .
The library provides a vital community asset to all ages with access to books and digital learning, but also access to council services and as an information and safe meeting place for Sherburn and nearby villages. Library opening was heavily restricted due to Covid-19, but the opportunity was taken to begin work on refurbishing the library while it was closed; this work is ongoing and will be completed in July 2021.
2. The Old Girls School
This provides a community centre for recreational, educational and social activities which will improve our health, well-being and skills base and reduce social isolation. Like the library, the community centre was closed for a significant part of the year and operated under Covid restrictions when it was open.
3. Community Development
The Trust received a grant from the Parish Council which has enabled it to employ a Community Development Manager (CDM) who provides the knowledge and support to ensure that local projects and community spirit continue to flourish. Issue 12 of Sherburn Informer was produced by the CDM and completed the grant which had been provided by Sherburn Parish Council for the production of this community publication. The CDM takes all the bookings and handles the administration of the Community Minibus.
However the impact of Covid-19 meant that most of the CDM's time in 2020-21 was spent coordinating and supervising the community response to the crisis (see also item 5 below).
The Trust have been involved in the Sherburn Revitalisation Project, part of which is a plan for "An appealing village centre".
4. Youth Provision
The Trust have repurposed a grant which has been paid to the Parish Council for the provision of youth facilities as part of the refurbishment of the rugby club. Building works were completed in October 2020 and the aim is to provide a youth hub that will be a safe and supervised space for young people who are vulnerable to both engaging in ASB and being potential victims. 5. Coronavirus
The Covid-19 crisis led to the formation of Sherburn Coronavirus Aid Group (SCAG) in March 2020 and the Community Trust stepped in and agreed to be the responsible body and provide banking and accounting facilities. Following a request from North Yorkshire County Council, the Community Trust also agreed to be the Community Support Organisation (CSO) who provide support and advice to all local Covid support groups (i.e. Sherburn and surrounding villages).
The Old Girls School Community Centre was used as an
2020-21
TAR
3
operating hub and call centre for SCAG and the CSO. Shopping and other urgent supplies (including prescriptions) were provided for vulnerable residents. Help and support for local residents was being provided up to and beyond 31[st] March 2021.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
The Trust are very grateful to the volunteers whose help and enthusiasm has been invaluable. The 60+ volunteers who run the library are absolutely indispensable – without them the library would have to close. At the Old Girls School, the Friends, the Management group and the Cinema group have all played important roles in ensuring that this much loved building has been running successfully.
- contribution made by The great community spirit in Sherburn was evidenced by the volunteers. 70+ people who volunteered to help Sherburn Coronavirus Aid Group.
Section D Achievements and performance
2020-21
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4
Section D Achievements and performance
Summary of the main achievements of the charity during the year
-
Community Library Successful grant applications have ensured that the library has not gone over budget.
-
In the autumn of 2020, the library was awarded a ‘Highly Commended’ status from North Yorkshire County Council Library Services.
-
Anthony McGowan, an author (writing for adults, young adults and children) who was brought up in Sherburn donated £500 to us, his local library.
-
While it was closed the opportunity was taken to begin work on refurbishing the library; this work is ongoing and will be completed in July 2021.
-
Old Girls School Community Centre Staff furloughed successfully using the government scheme.
-
Covid support grants successfully applied for.
-
Annual report submitted to the Big Lottery Fund and accepted by them.
-
Wide range of activities including the Memory Café, Parish Nurses, Citizens Advice Bureau and also activity sessions for young people.
-
Costs contained and successful grant applications have ensured that the Centre has not gone over budget.
-
Community Development Community Minibus bookings are managed by the CDM and she has helped ensure that this important service is run on a sustainable basis.
-
Issue 12 of the Sherburn Informer was produced by the CDM and completed the grant which had been provided by Sherburn Parish Council for the production of this community publication.
-
Information and advice regarding grants was provided to voluntary bodies and helped secure grants totalling over £125,000.
-
A range of equipment (PPE etc) has been secured and to date, all local charities and organisations continue to operate/are sustainable despite the Covid-19 pandemic.
Youth Provision
- Funds of £11,000 granted by the Office of the Police and Crime Commissioner have been repurposed to help provide a youth hub at Eversley Park.
Coronavirus
-
Community Trust agree to be the enabling body for Sherburn Coronavirus Aid Group (SCAG).
-
Community Development Manager acts as coordinator for SCAG.
-
Call centre for Sherburn residents operational throughout 2020-21.
-
Second call centre opened on 30[th] March 2020 to coordinate the response in nearby villages and continues beyond 1st April 2021.
-
Over 1500 tasks carried out for over 250 residents.
2020-21
TAR
5
Section D Achievements and performance
Section E Financial review
2020-21
TAR
6
Brief statement of the charity’s policy on reserves
The Trust had total bank reserves of £305,126 (2020 - £158,750) of which £102,932 (2020 - £25,500) are restricted reserves, £66,015 for The Old Girls School and £36,917 for the library and general account. The Reserves Policy was reviewed to ensure we have sufficient funds to cover any major building works for the Old Girls' School as it is a Victorian building for which we are wholly responsible under the terms of our lease. We also have funds to ensure we have at least 6 months operating costs.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
The library continues to receive financial support from local parish councils.
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Future plans
The Covid-19 crisis which impacted towards the end of this period will dominate our plans for the immediate future. Our aim is to ensure that all our activities will survive this crisis and be able to support our community during this crisis and as we emerge from it.
The success of the CSO setup across North Yorkshire has led the County Council to propose its continuation in a non-Covid setting and the Trust have had some preliminary discussions about this possibility.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Paul Doherty Position (eg Secretary, Chair Chair, etc) Date
2020-21
TAR
7
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Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 1 April 2020 To 31 March 2021
Section A Reference and administration details
Charity name SHERBURN IN ELMET COMMUNITY TRUST
Other names charity is known by
Registered charity number (if any) 1166770
Charity's principal address SHERBURN & VILLAGES COMMUNITY LIBRARY
FINKLE HILL
SHERBURN IN ELMET
Postcode LS25 6EA
Names of the charity trustees who manage the charity
----- Start of picture text -----
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 P Doherty Chair Trustee Resolution
2 K Packham Treasurer Trustee Resolution
3 H Elderkin from 26.10.20 Trustee Resolution
4 A Hodgson Trustee Resolution
5 K Sibson Vice Chair Trustee Resolution
6 G Limbert Trustee Resolution
7 A Potts Secretary Trustee Resolution
8 L Wake to 11.6.20 Trustee Resolution
9 A Robertson Trustee Resolution
A Christie from 28.9.20 to Trustee Resolution
10
19.1.21
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
2020-21
TAR
1
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
Appointed by resolution Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
The review of policies continued as scheduled with various updates and amendments approved.
The three-year plan for the development of the Trust was reviewed and updated in the light of Covid. There is an overarching Trust plan and separate plans for the Old Girl’s School Community Centre, Community Library and Community Development.
Trustee induction procedure was reviewed and amended.
The trustees have had regard to the guidance issued by the Charity Commission on public benefit.
- trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
2020-21
TAR
2
Summary of the objects of the charity set out in its governing document
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
To further or benefit the residents of Sherburn in Elmet and the neighbourhood, without distinction of sex, sexual orientation, race or of political, religious or other opinions, by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and provide facilities in the interests of social welfare for recreation and leisure time occupation with the objective of improving the conditions of life for the residents.
All our charitable activities focus on improving conditions for residents and are undertaken to further our charitable purposes for the public benefit. All aspects of the Trust's work during 2020-21 were dominated by the Covid-19 crisis. There are five strands to the work of the Trust:
1. Community Library .
The library provides a vital community asset to all ages with access to books and digital learning, but also access to council services and as an information and safe meeting place for Sherburn and nearby villages. Library opening was heavily restricted due to Covid-19, but the opportunity was taken to begin work on refurbishing the library while it was closed; this work is ongoing and will be completed in July 2021.
2. The Old Girls School
This provides a community centre for recreational, educational and social activities which will improve our health, well-being and skills base and reduce social isolation. Like the library, the community centre was closed for a significant part of the year and operated under Covid restrictions when it was open.
3. Community Development
The Trust received a grant from the Parish Council which has enabled it to employ a Community Development Manager (CDM) who provides the knowledge and support to ensure that local projects and community spirit continue to flourish. Issue 12 of Sherburn Informer was produced by the CDM and completed the grant which had been provided by Sherburn Parish Council for the production of this community publication. The CDM takes all the bookings and handles the administration of the Community Minibus.
However the impact of Covid-19 meant that most of the CDM's time in 2020-21 was spent coordinating and supervising the community response to the crisis (see also item 5 below).
The Trust have been involved in the Sherburn Revitalisation Project, part of which is a plan for "An appealing village centre".
4. Youth Provision
The Trust have repurposed a grant which has been paid to the Parish Council for the provision of youth facilities as part of the refurbishment of the rugby club. Building works were completed in October 2020 and the aim is to provide a youth hub that will be a safe and supervised space for young people who are vulnerable to both engaging in ASB and being potential victims. 5. Coronavirus
The Covid-19 crisis led to the formation of Sherburn Coronavirus Aid Group (SCAG) in March 2020 and the Community Trust stepped in and agreed to be the responsible body and provide banking and accounting facilities. Following a request from North Yorkshire County Council, the Community Trust also agreed to be the Community Support Organisation (CSO) who provide support and advice to all local Covid support groups (i.e. Sherburn and surrounding villages).
The Old Girls School Community Centre was used as an
2020-21
TAR
3
operating hub and call centre for SCAG and the CSO. Shopping and other urgent supplies (including prescriptions) were provided for vulnerable residents. Help and support for local residents was being provided up to and beyond 31[st] March 2021.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
The Trust are very grateful to the volunteers whose help and enthusiasm has been invaluable. The 60+ volunteers who run the library are absolutely indispensable – without them the library would have to close. At the Old Girls School, the Friends, the Management group and the Cinema group have all played important roles in ensuring that this much loved building has been running successfully.
- contribution made by The great community spirit in Sherburn was evidenced by the volunteers. 70+ people who volunteered to help Sherburn Coronavirus Aid Group.
Section D Achievements and performance
2020-21
TAR
4
Section D Achievements and performance
Summary of the main achievements of the charity during the year
-
Community Library Successful grant applications have ensured that the library has not gone over budget.
-
In the autumn of 2020, the library was awarded a ‘Highly Commended’ status from North Yorkshire County Council Library Services.
-
Anthony McGowan, an author (writing for adults, young adults and children) who was brought up in Sherburn donated £500 to us, his local library.
-
While it was closed the opportunity was taken to begin work on refurbishing the library; this work is ongoing and will be completed in July 2021.
-
Old Girls School Community Centre Staff furloughed successfully using the government scheme.
-
Covid support grants successfully applied for.
-
Annual report submitted to the Big Lottery Fund and accepted by them.
-
Wide range of activities including the Memory Café, Parish Nurses, Citizens Advice Bureau and also activity sessions for young people.
-
Costs contained and successful grant applications have ensured that the Centre has not gone over budget.
-
Community Development Community Minibus bookings are managed by the CDM and she has helped ensure that this important service is run on a sustainable basis.
-
Issue 12 of the Sherburn Informer was produced by the CDM and completed the grant which had been provided by Sherburn Parish Council for the production of this community publication.
-
Information and advice regarding grants was provided to voluntary bodies and helped secure grants totalling over £125,000.
-
A range of equipment (PPE etc) has been secured and to date, all local charities and organisations continue to operate/are sustainable despite the Covid-19 pandemic.
Youth Provision
- Funds of £11,000 granted by the Office of the Police and Crime Commissioner have been repurposed to help provide a youth hub at Eversley Park.
Coronavirus
-
Community Trust agree to be the enabling body for Sherburn Coronavirus Aid Group (SCAG).
-
Community Development Manager acts as coordinator for SCAG.
-
Call centre for Sherburn residents operational throughout 2020-21.
-
Second call centre opened on 30[th] March 2020 to coordinate the response in nearby villages and continues beyond 1st April 2021.
-
Over 1500 tasks carried out for over 250 residents.
2020-21
TAR
5
Section D Achievements and performance
Section E Financial review
2020-21
TAR
6
Brief statement of the charity’s policy on reserves
The Trust had total bank reserves of £305,126 (2020 - £158,750) of which £102,932 (2020 - £25,500) are restricted reserves, £66,015 for The Old Girls School and £36,917 for the library and general account. The Reserves Policy was reviewed to ensure we have sufficient funds to cover any major building works for the Old Girls' School as it is a Victorian building for which we are wholly responsible under the terms of our lease. We also have funds to ensure we have at least 6 months operating costs.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
The library continues to receive financial support from local parish councils.
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Future plans
The Covid-19 crisis which impacted towards the end of this period will dominate our plans for the immediate future. Our aim is to ensure that all our activities will survive this crisis and be able to support our community during this crisis and as we emerge from it.
The success of the CSO setup across North Yorkshire has led the County Council to propose its continuation in a non-Covid setting and the Trust have had some preliminary discussions about this possibility.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Paul Doherty Position (eg Secretary, Chair Chair, etc) Date
2020-21
TAR
7