BURGESS ROAD LIBRARY MANAGEMENT TEAM CIO
TRUSTEES’ ANNUAL REPORT
FOR THE YEAR ENDED 31 MARCH 2023
Charity registration number: 1182097
Burgess Road Library, Burgess Road, Southampton, SO16 3HF
Objectives and Activities
The advancement of education for the benefit of the local community in Southampton by the provision of a library service including:
(a) resources, training, and classes that will develop and improve life skills, such as literacy, numeracy and citizenship;
(b) computer and other support facilities;
(c) activities aimed at developing children’s vocabulary and literacy skills.
Since the reopening of Library services, following the disruption to the service due to Covid19, we have managed to build up our services and restart most of our provisions. We have reduced the number of operating hours to help manage to bring back volunteers and train new volunteers. The times and activities are listed below;
Monday - 10am-5pm Full library service
Wednesday - 12-5pm Full library service
Friday - 10am-4pm Full library service
- 10.45-11.15am Rhyme Time – Sing along activity for the children
Saturday - 11.30am-1.30pm Full library service
- 11.45am-12.45pm Story Time – Story reading for children of all ages
The Trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning its future activities. In particular, the Trustees consider how planned activities will contribute to the aims and objectives that have been set.
Achievements and Performance
Over the course of the year, Burgess Road Library welcomed 22,168 visitors, and facilitated 12,933 issues (loans of library resources), making it the busiest community library in Southampton. Both reporting figures show a year-on-year increase, marking the continued recovery from the steep drop off in engagement seen at the height of the pandemic.
Over 1,000 new books were added into stock at the Library throughout the year, including large-print and dementia-friendly publications, which have proven popular with borrowers.
Our team of volunteers continues to work to ensure the Library is a welcoming and useful community resource, running weekly Rhyme Time and Story Time sessions, seasonal colouring and craft activities, and participating in The Reading Agency’s annual Summer Reading Challenge.
Financial Review
The Charity is in a healthy financial state with sufficient funds to purchase items against the grants received and cover day-to-day expenses. In the opinion of the Trustees, the Charity needs to hold minimal reserves due to the nature of its funding and its low regular outgoings. £500 in reserves is considered a prudent amount at this time. There are no fund deficits nor any concern about the Charity continuing as a going concern.
Structure, Governance and Management
Burgess Road Library Management Team CIO is a Charitable Incorporated Organisation made up at present by six Trustees (details below), who are the members of the Charity. The governing document is a Foundation Constitution; the Charity was entered onto the Register of Charities on 18 February 2019 and so this is the third Annual Report.
The Charity has a licence agreement with Christ Church Southampton to uphold and carry out their contract with Southampton City Council pertaining to the running of a community library in the Burgess Road Library.
Trustees are appointed by the existing Trustees having regard to the skills, knowledge and experience needed for the effective administration of the Charity.
Trustees as at 31 March 2023:
Rebekah Jeffery (Chair) Diane Tindall (Treasurer) Chris Beddoe (Volunteer Coordinator) Aaron Duke Keith Dennis Jenny Halcrow
Declarations
The Trustees declare that they have approved the Trustees’ Report above.
Signed on behalf of the Charity’s Trustees
Rebekah Jeffery Chair & Trustee
Chris Beddoe Volunteer Coordinator & Trustee
12 September 2023
12 September 2023
BURGESS ROAD LIBRARY MANAGEMENT TEAM CIO
FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023
| RECEIPTS AND PAYMENTS ACCOUNT Receipts Donations (note 3a) Charitable activities (note 3b) Sundry Receipts Payments Charitable activities (note 3c) Excess of Payments over Receipts Cash funds at start of year Cash funds at end of year |
Unrestricted Restricted Total Total Funds Funds 2023 2022 £ £ £ £ 13 - 13 38 635 - 635 360 14 - 14 6 |
|---|---|
| 662 - 662 404 |
|
| 381 - 381 807 |
|
| 281 - 281 (403) 3,651 1,758 5,409 5,812 |
|
| 3,932 1,758 5,690 5,409 |
STATEMENT OF ASSETS AND LIABILITIES AS AT 31 MARCH 2023
| Cash Funds Bank current account Cash in hand Other Monetary Assets None Assets retained for the charity's own use(note 2) Liabilities None |
3,872 1,758 5,630 5,379 60 - 60 30 |
|---|---|
| 3,932 1,758 5,690 5,409 |
|
| - - - - |
|
| - - - - |
The attached notes form part of these financial statements
Approved by the Trustees on 12 September 2023 and signed on their behalf
Rebekah Jeffery (Chair of Trustees)
Diane Tindall (Treasurer and Trustee)
Page 1
BURGESS ROAD LIBRARY MANAGEMENT TEAM CIO
FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023
NOTES
1 The financial statements of the charity have been prepared based on the format suggested by the Charity Commission using the Receipts and Payments basis.
2 Assets recognised but not valued in the Statement of Assets and Liabilities include various items used at the Library. Examples include bookcases, tables, chairs, sofas, bean bags, and rugs.
| 3 Receipts and Payments analysis Receipts a Donations Donations Gift Aid tax recovered b Charitable activities Book, drink and other sales Fines Printing Payments c Charitable activities TV Licence Volunteers' expenses Craft materials Admin Sundry |
Unrestricted Total Total Funds 2023 2022 £ £ £ 13 13 38 - - - |
|---|---|
| 13 13 38 |
|
| 63 63 50 129 129 102 443 443 208 |
|
| 635 635 360 |
|
| 159 159 159 0 0 192 0 0 108 177 177 263 45 45 85 |
|
| 381 381 807 |
Page 2