## **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|
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## **Names of the charity trustees who manage the charity**
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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)**|
|---|---|---|---|---|
||Mel Bayes|Chair|||
||Sarah Fowler|Vice Chair|||
||Linda Reid||||
||Janet Dent||||
||Chris Gear||||
||Anne Morgan||||
||Linda Proud||||
||Pete McRorie||||
||Paul Morley||||
||Susan Beech|Secretary|||
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## – 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**||
|---|---|---|
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## **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 - -** ~~==~~
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|Signed by one or two trustees on
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
**B3 Investment assets**
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