## **Trustees’ Annual Report for the period** **From 01/07/2023 Period start date To 30/06/2024 Period end date** ## **Charity name: Combe Martin Museum** ## **Charity registration number: 1167141** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To advance the education of the public**
**by the establishment and maintenance**
**of a museum for items of historical and**
**archaeological interest, archives,**
**photographs, flora and fauna, arts and**
**crafts especially those relating to**
**Combe Martin and the surrounding area.**| |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|**The museum is manned by volunteers**
**and at present opening hours are**
**Monday 10.30 to 1.30pm, Tuesday to**
**Friday 11 to 2pm. These hours have**
**been in place since the Covid Pandemic**
**and plans are in hand to try to increase**
**these through the summer as we recruit**
**more volunteers. The museum has been**
**run solely by volunteers since April**
**2024.**
**School visits, Seashore Safaris, Child**
**Art & Crafts, Workshops, & Coffee**
**Mornings have all now been re-instated.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The Trustees report that the public**
**access to the museum has continued**
**throughout the year apart from a period**
**from November to mid February when it**
**was felt that the footfall did not warrant**
**opening up.**| ## **Achievements and Performance** |Contribution made by
volunteers|Para 1.38|**Our Collections Team is made up of 4**
**volunteers.**
**The museum is now solely run and**
**manned by volunteers.**| |---|---|---| |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|**The museum is now run and manned by**
**volunteers. The regular activities that**
**took place pre-Covid have now been**
**fully re-instated and there is a**
**committee who regularly meet to**
**arrange new activities to socially benefit**
**the surrounding communities along with**
**helping to raise much needed funds in**
**order to meet the expenses involved**
**with keeping the museum open.**
**Recruitment of volunteers continues on**
**with new volunteer numbers gradually**
**increasing.**| |||| |||| |||| |||| SORP reference **==> picture [171 x 12] intentionally omitted <==** **----- Start of picture text -----**
Additional information (optional)
**----- End of picture text -----**
You may choose to include further statements where relevant about: ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**During the year the charity made a loss**
**which has reduced reserves but**
**available grants are constantly being**
**applied for and in particular grants**
**which can be used towards help with**
**running costs.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The charity aims to retain sufficient**
**reserves to enable it to meet its fixed**
**commitments (eg. Rent, utilities etc) for**
**a future period of nine months.**| |Amount of reserves held|Para 1.22|**£2367.31**| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| **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|
**Source of income during the year**
**consists of**
**Exmoor Grant**
**Local Grants**
**Admissions**
**Donations**| |---|---|---| |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
(trust deed, royal charter)|Para 1.25|**Constitution**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Charitable Incorporation Organisation**| |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|**Advertising and interview by the Board**| **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|
**Disability Policy**
**Health & safety Policy**
**Lone Worker Policy**
**Sub-Contract Policy**
**Complaints Policy**
**Conflict of Interest Policy**
**COSH Policy**
**Expenses Policy**
**Financial Controls Policy**
**Fire Risk Policy**
**First Aid at Work Policy**
**Flood Risk Policy**
**Internal Risk Policy**
**Ladder Safety Policy**
**PPE Policy**
**Safeguarding Policy**
**Care & Conservation Policy**
**Health & safety Policy**
**Documentation**
**Safeguarding Policy**| |---|---|---| |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|**Adviser – Museum Development Officer**
**Jo Cairns,**
**Bristol Museum & Art Gallery,**
**Queens Road,**
**Bristol. BS8 1RL**| |Other||| ## **Reference and Administrative details** |Charity name|Combe Martin Museum| |---|---| |Other name the charity uses|| |Registered charity number|1167141| |Charity’s principal address|Cross Street,
Combe Martin.
EX34 0DH| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
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12
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14
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||ShirleyWilloughby|Chairperson||| ||Roger Hardiman|Secretary|?? Date of death|| ||Fran Beaumont|Treasurer||| ||Ingrid Hardiman|||| ||Margaret Lawson|||| ||JennyEaston||?? Date of appointment|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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)** Shirley Willoughby **Position (eg Secretary,** Chairperson **Chair, etc)** **Date** Pr ## Trading |Revenue Account
Balance as at 01.July 2023
Profit for the period
Accumulated Profit
Represented By:
Cash at Bank
Current Account
Deposit account
Till Float
Stock
Debtors
Current assets
Less:
Creditors
Provisions
Net Current Assets|14750.71
-8156.44
6594.27
4750.21
10038.05
50.00
14838.26
300.00
150.21
15288.47
-3849.47
-4844.73
6594.27|14750.71
-8156.44| |---|---|---| |||6594.27| |||| |||15288.47
-3849.47
-4844.73| |||6594.27| |||Balance Sheet as at 30th. June 2024||| |---|---|---|---|---| |revious year as at|30.6.2023|||| |Protected||Combined||Trad| ||133.41|14884.12||| ||0.00|-8156.44||| ||133.41|6727.68||| |0||4750.21||6691.92| |133.41||10171.46||1117.76| |0|133.41|14971.67||50.00| |||300.00||| |||150.21||| ||133.41|15421.88||| |||-3849.47||| |||-4844.73||| ||133.41|6727.68||| ||||Op.Bal|| |||Crafs|55.51|| |||Sea School|77.90|| ||||133.41|| |Current year as at 30.6.2024
ding
Protected
6594.27
133.41
-4346.47
-13.90
2247.80
119.51
119.51
7859.68
119.51
300.00
313.00
8472.68
119.51
-1380.15
-4844.73
2247.80
119.51
Paid
Recd
Cl. Bal
13.90
41.61
77.90
13.90
0.00
119.51|Current year as at 30.6.2024
ding
Protected
6594.27
133.41
-4346.47
-13.90
2247.80
119.51
119.51
7859.68
119.51
300.00
313.00
8472.68
119.51
-1380.15
-4844.73
2247.80
119.51
Paid
Recd
Cl. Bal
13.90
41.61
77.90
13.90
0.00
119.51|Combined
6727.68
-4360.37
2367.31
6691.92
1237.27
50.00
7979.19
300.00
313.00
8592.19
-1380.15
-4844.73
2367.31|Combined
6727.68
-4360.37
2367.31
6691.92
1237.27
50.00
7979.19
300.00
313.00
8592.19
-1380.15
-4844.73
2367.31| |---|---|---|---| ||Recd||| ||||8592.19
-1380.15
-4844.73| ||||2367.31| ||||| |13.90||||