## **Trustees’ Annual Report for the period**
**From 1 April 2023 Period start date To 31 March 2024 Period end date**
## **Charity name: Marden Community CIO**
## **Charity registration number: 1183743**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The relief of financial hardship, either generally
or individually, of people living in Marden
Parish by making grants of money for providing
orpayingfor items,services or facilities.|
|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|Trustees agreed that to meet the objective of
the charity the day to day guidance for
determination of applications for trustees
should include consideration of:
•
Grants to individuals residing in the
Civil Parish of Marden who are
suffering hardship or illness for specific
purposes where funding is not
normally available from other sources
to assist with
`o` Sight, hearing or mobility
`o` Quality of life or social care
•
Grant towards specific training for
health, social care or education
professionals to aid in the care of
Marden residents with specific needs
•
Grant to village organisations to assist
with specific projects for the benefit of
the people of `Marden
•
Grant towards the support of
education and training of the children
and young people of Marden|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees have had regard to the
guidance issued by the Charity
Commission on public benefit|
## **Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference
Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
SORP reference Grants made to individuals and community groups during the period 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||
|Performance of fundraising
activities against objectives
set|Para 1.41||
Investment performance Para 1.41 against objectives Other
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|Whilst the total of grants paid out in the
period exceeded income the bank account
was in credit at the end of the period and
able to continue to make grants available|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are not held but trustees have
agreed that a minimum of £2000 shall be
held at the bank to allow for any urgent
hardship grants|
|Amount of reserves held|Para 1.22|See above|
|Reasons for holding zero
reserves|Para 1.22|See above|
|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|No concerns|
**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||
|---|---|---|
|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|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|Up to 4 trustees appointed by Marden
Parish Council
Up to 4 trustees appointed by the charity
trustees
Chair of Marden Parish Council and Vicar
of Marden ex officio trustees|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
## **Reference and Administrative details**
|Charity name|Marden Community CIO|
|---|---|
|Other name the charity uses|Marden charity|
|Registered charity number|1183743|
|Charity’s principal address|2 New Cottages
Sheephurst Lane
Marden Kent
TN12 9NY|
|||
## **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)**|
|---|---|---|---|---|
||Kathryn Tippen|Treasurer||Marden Parish Council
(Chair)|
||Anne Cox|Secretary||Marden Parish Council|
||LesleyMannington|||Marden Parish Council|
||Ian Newton|||Marden Parish Council|
||DorothyReed||||
||Janice Collins||||
||Nicola Harvey|||Vicar Marden Parish Church|
||Eunice Doswell||||
||David Elphick||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
## – 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)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||Kathryn Anne Tippen||
||
Treasurer||
||23 January 2025||
||23 January 2025||
**Marden Community CIO**
**----- Start of picture text -----**
1183743
**----- End of picture text -----**
## **Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts**
**Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts CC16a For the period** Period start date Period end date **To from** 01-Apr-23 31-Mar-24
## **Section A Receipts and payments**
**Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ £**
## **A1 Receipts**
|**A1 Receipts**|**esce**
**funds**
**to the nearest**
**£**||**esce**
**funds**
**to the nearest £**||**oe**
**funds**
**to the nearest £**||**Total funds**
**to the nearest £**||**Last year**
**to the nearest £**||
|---|---|---|---|---|---|---|---|---|---|---|
|CCLA|**1,793**||**-**||**-**||**1,793**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
|**_Sub total_**_(Gross income for_
_AR)_|**1,793**||**-**||**-**||**1,793**||**1,794**||
|**A2 Asset and investment sales,**|||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|**(see table).**|||||||||||
||**-**||**-**||**-**||**-**||||
||**-**||**-**||**-**||**-**||**-**||
|**_Sub total_**|**-**||**-**||**-**||**-**||**-**||
||||||||||||
|**_Total receipts_**|**1,793**||**-**||**-**||**1,793**||**1,794**||
||||||||||||
## **A3 Payments**
|**A3 Payments**|||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|Bank service charge|**72**||**-**||**-**||**72**||**72**|30/01/2025|
|Grants|£2,719||**-**||**-**||**2,719**||**1,418**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
||**-**||**-**||**-**||**-**||**-**||
|ccounts (SS)|**-**||**-**
1||**-**||**-**||**-**
||
CCXX R1 a
||**-**||**-**||**-**||**-**||**-**|
|---|---|---|---|---|---|---|---|---|---|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_ **|**2,791**||**-**||**-**||**2,791**||**1,490**|
|**A4 Asset and investment**
**purchases, (see table)**|||**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**2,791**
**- 998**|**-**
**-**
**-**
**2,791**
**- 998**||
|---|---|---|---|---|---|---|---|---|---|
||**-**|||||||||
||**-**|||||||||
|**_Sub total_ **|**-**||||||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||||||
||||||||||**1,490**|
|||||||||||
||**- 998**||**-**||**-**||**- 998**||**304**|
||**-**|
|**-**|
|**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**- 998**||**-**||**-**||**- 998**||**304**|
## **Section B Statement of assets and liabilities at the end of the period**
## **Categories**
**B1 Cash funds**
**B2 Other monetary assets**
||||**Unrestricted**||**Restricted**|||**Endowment**||
|---|---|---|---|---|---|---|---|---|---|
||**Details**||**funds**||**funds**|||**funds**||
||||**to nearest £**||**to nearest £**|||**to nearest £**||
||held at bank||**11,016**|||**-**||**-**||
||||**-**|||**-**||**-**||
||||**-**|||**-**||**-**||
||**_Total cash funds_**||**11,016**|||**-**||**-**||
||(agree balances with receipts and payments|||||||||
||account(s))||Agreement Error||OK|||OK||
|||
account(s))||Agreement Error||OK|||OK||
|---|---|---|---|---|---|---|---|---|---|---|
|||||**Unrestricted**||**Restricted**|||**Endowment**||
|||||**funds**||**funds**|||**funds**||
||**Details**|||**to nearest £**||**to nearest £**|||**to nearest £**||
|||||**-**|||**-**||**-**||
|||||**-**|||**-**||**-**||
|||2||||||||30/01/2025|
CCXX R2 accounts (SS)
|**-**||**-**||**-**|
|---|---|---|---|---|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
## **B3 Investment assets**
**B4 Assets retained for the charity’s own use**
## **B5 Liabilities**
|**Fund to which**
**asset belongs**|**Fund to which**
**asset belongs**|**Cost (optional)**|**Cost (optional)**|**Current value**
**(optional)**|
|---|---|---|---|---|
|||**-**||**-**|
|||**-**||**-**|
|||**-**||**-**|
|||**-**||**-**|
|||**-**||**-**|
## **Details**
|**Details**|**Details**|**Fund to which**
**asset belongs**|**Fund to which**
**asset belongs**|**Cost (optional)**|**Cost (optional)**|**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
~~3~~0/01/2025|
|---|---|---|---|---|---|---|
|||||**-**||**-**|
|||||**-**||**-**|
|||||**-**||**-**|
|||||**-**||**-**|
|||||**-**||**-**|
|||||**-**||**-**|
|||||**-**||**-**|
|||||**-**||**-**|
|||||**-**||**-**|
|**Details**||**Fund to which**
**liability relates**||**Amount due**
**(optional)**|||
|||||**-**|||
|||||**-**|||
|~~3~~||||**-**|||
CCXX R3 accounts (SS)
Signed by one or two trustees on behalf of all the trustees
|||||**-**|||
|---|---|---|---|---|---|---|
|||||**-**|||
|Signature||Print Name
Kathryn Tippen|||||
|||||||Date of
approval|
|||Kathryn Tippen|||||
||||||||
CCXX R4 accounts (SS)
30/01/2025
4