Trustees’ Annual Report for the period
From 1 May 2023 To 30 April 2024
Charity name: Lode with Longmeadow Village Trust
Charity registration number: 1166872
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote the benefit of the inhabitants of Lode with Longmeadow in a common effort to advance education and to provide facilities in the interests of social welfare for recreation and leisure-time occupation with the object of improving the conditions of life for the said inhabitants. |
| 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 |
Limited activity this year. Financial contribution to the production and erection of a new village sign. Discussion of involvement in a proposal to make a new crossing near the Lode crossroads to enhance safety for schoolchildren. |
| 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 the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | |
|---|---|
| Para 1.38 | |
| Policy on grant making | |
| Para 1.38 | |
| Policy on social investment | |
| including program related | |
| investment | |
| Para 1.38 | |
| Contribution made by | |
| 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 | Limited activity this year. Financial contribution to the production and erection of a new village sign. Discussion of involvement in a proposal to make a new crossing near the Lode crossroads to enhance safety for schoolchildren. |
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 | Strong cash position with no liabilities. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves held to generate income and for future charitable donations. |
| Amount of reserves held | Para 1.22 | £71,922 |
| 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 1.23N/A | N/A |
| Additional information (optional) You may choose to include further statements |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document | Para 1.25 | Constitution – Foundation Model 18/04/2018 |
| How is the charity constituted? |
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 | Open selection from community, aged 16 or above. No constitutional provisions. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Lode with Longmeadow Village Trust |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1166872 |
| Charity’s principal address | 38 Mill Road, Lode, CB25 9EN |
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) |
|---|---|---|---|---|
| Peter Thurlby | ||||
| BarryHall | ||||
| Pauline Holmes | ||||
– 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 None 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) Peter Leslie Thurlby ~~a~~ Position (eg Secretary, Treasurer Chair, etc) ~~ee~~ Date 09/02/2025 ~~|~~
| For the period from Lode with Longmeadow Village Trust Receipts andpayments accounts Period start date Period end date To CC16a 1166872 01/05/2023 30/04/2024 ~~—————— ae~~ |
|
|---|---|
| Section A Receipts and payments | |
| Unrestricted funds Restricted funds Endowment funds Total funds Last year |
|
| to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ |
|
| A1 Receipts Interest 953 - - 953 955 Picnic/jumble sale - - - 200 - - - - - Sub total(Gross income for AR)953 - - 953 1,155 A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 953 - - 953 1,155 ~~SSSS~~ ~~SS~~ ~~———__———~~ |
|
| A3 Payments Village sign 1,250 - - 1,250 - Companies House filings for Social Club 26 - - 26 Companies House fine for Social Club 375 - - 375 Fete - - - - 100 Public artwork - - - - 410 Sub total 1,651 - - 1,651 510 A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 1,651 - - 1,651 510 ~~==~~ ~~SS > >~~ ~~—————~~ |
|
| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
- 698 - - - 698 645 - - - - - 72,621 - 72,621 - 71,923 - - 71,923 645 ~~== ===>~~ |
| Section B Statement of assets and liabilities at the end of the period ~~a~~ |
|
| Unrestricted Restricted funds Endowment |
|
| Categories | funds funds Details |
| to nearest £ to nearest £ to nearest £ |
|
| B1 Cash funds | 611 - - 71,312 - - - - - 71,923 - - Total cash funds Lloyds Bank United Trust Bank ~~———~~ |
| OK OK OK (agree balances with receipts and payments account(s)) |
|
| Unrestricted Restricted funds Endowment |
|
| funds funds |
|
| to nearest £ to nearest £ to nearest £ Details |
|
| B2 Other monetary assets | - - - - - None ~~—~~ ~~ |
| B3 Investment assets | Fund to which asset belongs Cost (optional) Current value (optional) - - - - Details None ~~——~~ ~~ |
| B4 Assets retained for the charity’s own use |
Fund to which asset belongs Cost (optional) Current value (optional) - - - - Fund to which Amount due When due Details None ~~——~~ ~~a~~ |
| liability relates (optional) (optional) Details |
|
| B5 Liabilities | - None |
| Signed by one or two trustees on behalf of all the trustees |
Date of approval Print Name Signature |
| 14/11//2024 Peter Thurlby #VALUE! ~~Pic~~ |
CCXX R1 accounts (SS)
~~0~~ 9/02/2025
~~1~~