Trustees’ Annual Report for the period
From 01/04/23 Period start date To31/03/2024 Period end date
Charity name: Friends of Markeaton Park
Charity registration number:1168828
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 amenities offered by the Park,in particular the walled garden. We also aim to enhance and assist in the conservation of Markeaton Park for the benefit of the local community and visitors The various activities we provide operate for the Public benefit in a locally managed community space |
| 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 |
We offer frequent public access to the public to enable them to enjoy a peaceful and colourful ambience and to purchase plants and produce if they wish. We open the walled garden to the public for 2 to 3 hours five days a week to the public We also offer activities such as bat walks, fungi forays and History Walks In addition we organise festivals in spring, summer and Christmas with wide public access to craft stalls, entertainment and refreshment in addition to plant and produce sales |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have access to the guidance and it is a base line when organising activities and events |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| N/A | ||
| Para 1.38 | ||
| Policy on grant making | ||
| N/A | ||
| Para 1.38 |
| Policy on social investment including program related investment |
||
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | We welcome all contributions by volunteers which fall within our guidelines Without their unstinting enthusiasm and hard work we would be unable to function |
| 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 | We received the Green Flag award and the Royal Horticultural* We also were judged outstanding by the RHS for the” in your neighbourhood group” category We have used finance raised and grants received to continue to maintain and improve the walled garden area to enable better and safer access to all members of the public We have continued to work with local businesses and community groups to provide activities for group and team work We have also built a relationship with local charities to provide access for volunteers who need carers to assist in their work Both volunteers and visitors reap the general wellbeing benefit of gardening, and for many visitors and volunteers it is a frequently visited haven for carers and relatives. We encourage the public to try local produce and to grow their own,and are always ready to chat about gardening skills At Christmas we run wreath making courses |
Additional information (optional) You may choose to include further statements where relevant about:
See above
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Our funds are from the sale of produce, payments for stalls at our public events, funds charged for walks and talks. All of these activities are to widen and enhance the public experience of life on the park |
| Investment performance against objectives |
Para 1.41 | Any investment made is to enhance public experience in a better presented space to enjoy plants |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We are in a healthy and solvent position Our cash funds are £16,071 Our expenditure was £7,171 Our receipts were £5,908 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold reserves to use if a major incident such as storms and floods have destroyed buildings and tools |
| Amount of reserves held | Para 1.22 | £5000 |
| 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 financial concerns , but recruitment of trustees remains an issue |
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 |
Sales of produce and plants Fund raising events Donations |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | We invest our funds in improving the infrastructure of the garden for the pubic to move safely and enjoy the garden |
| A description of the principal risks facing the charity |
Para 1.46 | Trustee recruitment |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust deed |
| 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 | We tend to use our volunteer base for recruitment because they have an understanding of the work and responsibilities involved. When they wish to assist but not be trustees, opportunities are offered to undertake tasks such as managing the website |
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 | The Trustees meet once a month to oversee and discuss finance, and general garden management It also provides a forum to liaise on event management and to discuss new ideas and innovations |
| Relationship with any related parties |
Para 1.51 | We lease the walled garden from Derby City council and work closely with the desiganated parks officer who gives advice and assistance when we are organising events and any changes to the structure of the garden |
| Other |
Reference and Administrative details
| Charity name | Friends of Markeaton Park |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1168828 |
| Charity’s principal address | Walled Garden Markeaton Park Derby DE22 4HS |
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) |
|---|---|---|---|---|
| Mel Bayes | Chair | |||
| Sarah Fowler | Vice Chair | |||
| Linda Reid | ||||
| Janet Dent | ||||
| Chris Gear | ||||
| Anne Morgan | ||||
| Linda Proud | ||||
| Pete McRorie | ||||
| Paul Morley | ||||
| Susan Beech | Secretary | |||
– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
Description of the assets N/A 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) Position (eg Secretary, Chair, etc) Date
Friends of Markeaton Park 1168828 Receipts and payments accounts CC16a For the period Period end date To ~~——~~ from 05/04/2023 04/04/2024 Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ £ A1 Receipts - - - - - - - - - Sales 3866 - - 3,866 3,933 Events 1872 - - 1,872 1,747 Trips 0 - - - - Donations 168 - - 168 285 Grants Received 0 - - - 634 ===== Sub total (Gross income for_ 5906 - - - - == - 5,906 - 6,599 A2 Asset and investment sales, 0 - - - - 0 - - - - Sub total 0 - - - - Total receipts 5906 - - 5,906 6,599 A3 Payments 0 - - - - Cost of Sales 378 - - 378 469 Garden Maintenance 5206 5,206 5,036 Events costs 702 702 706 Trips cost 0 - - Insurance 259 259 222 Volunteers costs 354 354 128 Lease 0 - - Stationery and other costs 272 - - 272 661 Lease legal costs 0 - - - - - - - - - - - - - - - - - - - - - - - - - - - - Sub total 7,171 - - 7,171 7,222 A4 Asset and investment - - - - - - - - - - ee Sub total - ~~t~~ - Total payments 7,171 - - 7,171 7,222 Net of receipts/(payments) - 1,264 - - - 1,264 - 623 A5 Transfers between funds - - - - - A6 Cash funds last year end 17,334 - - 17,334 17,957 Cash funds this year end 16,070.11 - - 16,070 17,334.38 Section B Statement of assets and liabilities at the end of the period ~~———~~ Categories Details Unrestricted Restricted Endowment to nearest £ to nearest £ to nearest £ B1 Cash funds Bank 15,938 - - Cash 132 - - - - - Total cash funds_ 16,070.11 - - ~~==~~
Sensitivity: Confidential
| Signed by one or two trustees on B5 Liabilities B4 Assets retained for the charity’s own use B3 Investment assets B2 Other monetary assets |
Signature Details Details Details - Details (agree balances with receipts and payments account(s)) |
OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which Amount due - - - - - Print Name |
OK |
|---|---|---|---|
| Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due Date of |