## **Trustees’ Annual Report for the period** **From 1[ st ] April 2023 Period start date To 31[ st ] March 2024 Period end date** **Charity name: The Elspeth J Thompson Memorial Trust (Slyne-with-Hest Church Hall)** ## **Charity registration number: 1175313** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To provide and maintain a church hall**
**for the benefits of local churches and**
**the community.**| |
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 Church Hall is used for various**
**activities of the two Churches and the**
**community which have increased**
**further over the year.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Trustees have been mindful of**
**requirements at all time.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|**Trustees and volunteers support these**
**activities.**| |||| Other ## **Achievements and Performance** SORP reference **The Hall was in use for the whole year by the churches and the community.** Summary of the main Para 1.20 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. ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|**Bookings of the hall range from church**
**led Mother and toddler groups, exercise**
**for the elderly and Church functions.**
**Community activities including Yoga,**
**Pilates, Zumba and language and art**
**groups together with Parkinson’s**
**Groups. and Carer’s groups.**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|**The Hall continues to be well received**
**by the community.**| |Other||| |||| ## **Financial Review** |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The financial position of the Trust is**
**considered secure with a reasonable**
**expectation that letting revenue will**
**cover future funding income costs in**
**future.**| |---|---|---| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|| |Amount of reserves held|Para 1.22|**£105,195.96**| |Reasons for holding zero
reserves|Para 1.22|**n/a**| |Details of fund materially in
deficit|Para 1.24|**None**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**n/a**| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|
**Community bookings**| |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|**None Currently**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||**One trust established by constitution.**| |---|---|---| |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|**The local Anglican and United Reformed**
**churches nominated 3 trustees each.**
**Those trustees agreed to invite a**
**chairman who is independent of these**
**two churches.**| ## **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|| |Relationship with any related
parties|Para 1.51|| |Other||| |||| ## **Reference and Administrative details Ch** |Charity name|**The Elspeth J Thompson Memorial Trust**
**(Slyne-with-Hest Church Hall)**| |---|---| |Other name the charity uses|
None| |
Registered charity number|**1175313**| |
Charity’s principal address|Church Hall
Shady Lane
Slyne with Hest
LA2 6JL| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**
**Nam**
**e of**
**pers**
**on**
**(or**
**bod**
**y)**
**entit**
**led**
**to**
**app**
**oint**
**trust**
**ee**
**(if**
**any)**| |---|---|---|---| ||Moira Ann Hallam|Chair|
Tru
stee
s| ||Clifford Mark Elley|Secretary|St
Luk
e’s
Chu
rch| ||Brenda Joyce Mills|Treasurer|Hes
t
Ban
k
UR
C| ||Valerie Gill||Hes
t
Ban
k
UR
C| ||David Malcolm Ruddick||Hes
t
Ban
k
UR
C| ||Martin John Wakelin||St
Luk
e’s
Chu
rch| ||Alan Lesley Hipple||Deceased 20/07/2023
St
Luk
e’s
Chu
rch
Appointed15/11/2023
St
Lule
’s
Chu
rch| ||Anthony Milburn||| **----- Start of picture text -----**
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
## – 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 n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---|---| |**Type of**
**adviser**
**Name**
**Address**|||| ||||| ||||| ||||| ||||| |**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)** Brenda Joyce Mills **David** David Malcolm Ruddick **Position (eg Secretary,** Trustee Treasurer **Chair, etc) Date** 17/11/2024 nda |||**The Elspeth J Thompson Memorial Trust (Slyne with**|**The Elspeth J Thompson Memorial Trust (Slyne with**|**The Elspeth J Thompson Memorial Trust (Slyne with**|Charity No (if|||| |---|---|---|---|---|---|---|---|---| |||**Hest Church Hall**|||any)|**1175313**||| |||Receipts and Payments Accounts|||||**CC16a**|| |||For the period from||**To**||||| ||||**1-Apr-23**||Period end date|**31-Mar-24**||| |**Section A**|**Statement of financial activities**|||||||| ||**The Elspeth J Thompson Memorial Trust (Slyne with**
**Hest Church Hall**|**The Elspeth J Thompson Memorial Trust (Slyne with**
**Hest Church Hall**|**The Elspeth J Thompson Memorial Trust (Slyne with**
**Hest Church Hall**|Charity No (if
any)|**1175313**|**CC16a**|| |---|---|---|---|---|---|---|---| ||Receipts and Payments Accounts||||||| ||For the period from|**1-Apr-23**|**To**|Period end date|**31-Mar-24**||| ||||||||| |**Section A S**|**tatement of financial activities**||||||| |**A1 Receipts**||**Unrestricted**
**funds**
**Restricted**
**income funds**
**Endowment**
**funds**
**Total funds**
**2021**
**Prior year**
**funds 2020**
**to the nearest £1**
**to the nearest £1**
**to the nearest £1**
**to the nearest £1**
**to the nearest £1**|||||| |Donations - Hest Bank URC
- Other
Hiring of Hall
Café Takings
Insurance Claim
Bank Interest received
Grants received||-|-||-||| |||||-|-||| |||23,477|-|-|23,477|23,419|| |||862|-|-|862|768|| ||||-||-|673|| |||848|-|-|848|156|| ||||-||-||| ||||||||| |**A3 Payments**
**A4 Assets Purchased**
**Heat Recovery/Air Conditioner**
**System**
**Total Payments**
**A6 Cash funds last year**
**Cash funds held at year end**
Hall Running Expenses
Maintenance and Cleaning
Utilities
Property Insurance
Administration
Sundry Expenses
Café Purchases
**_Total Receipts_**
**_Sub Total_**
**_Sub Total_**
**_Net Receipts_**
1||**25,187**|**-**|**-**|**25,187**|**25,016**|| ||||||||| ||||||||| ||||-||-||| |||13,855|-|-|13,855|7,540|| |||4,837|||4,837|3,131|| |||1,272|||1,272|1,236|| |||2,482|||2,482|2,066|| |||1,131|-||1,131|1,014|| |||23,577|||23,577|14,987|| |||523|-|-|523|478|| |||**24,100**|**-**|**-**|**24,100**|**15,465**|| ||||||||| ||||||||| |||||||**7,813**|| |||-|-|||-|| |||-|-|||**7,813**|| ||||||||| |||**24,100**|**-**||**24,100**|**23,278**|| ||||||||| |||-|-|-|-||| |||**1,087**|-|**-**|**1,087**|**1,738**|| ||||||||| |||**45,115**||**58,994**|**104,109**|**102,371**|| ||||||||| |||**46,202**||**58,994**|**105,196**|**104,109**|| ||||||||| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Se¢lion A Independent Examiner's Report Report to the trusteesl of The Elspeth J Thompson Memorial Trust (Slyne with Hest Church Hall On accounts for the year anded 31 March 2024 Charity no lif any) 1175313 Set out on pages 1and2 I report to the trustees on my examination of the accounts of the above charity (Yhe Trust.) for the year ended 31 March 2024. Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation basis of rnport of the accounts in accordance with the requirements of the Charities Act 2011 ('the AGr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5){b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with Ihe examination which gives me ause to believe that in, any material respect." accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord wrth the accounting records Independent examiner's Statement I have no con￿rn$ and have come across no other matters in connection with the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. Signed: Date: 6 November 2024 Name: David Russell Longton Relevant professional qualffi&thn(s) or body (if any}: The Instrtute of Chartered Accountants in England and Wales (FCA) Address: 9 Tovm End, Bolton le Sands, Camforth Section B Disclosure None Required. IER October 2018