## **Trustees’ Annual Report for the period**
**From 1 April 2024 Period start date To 31 March 2025 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 fnancial hardship, either generally
or individually, of people living in Marden
Parish by making grants of money for providing
orpayingfor items,services or facilites.|
|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 objectve of
the charity the day to day guidance for
determinaton of applicatons for trustees
should include consideraton of:
Grants to individuals residing in the
Civil Parish of Marden who are
sufering hardship or illness for specifc
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 specifc training for
health, social care or educaton
professionals to aid in the care of
Marden residents with specifc needs
Grant to village organisatons to assist
with specifc projects for the beneft of
the people of `Marden
Grant towards the support of
educaton 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
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|Income narrowly exceeded expenditure but
the bank account has remained well in
credit allowing grants to be made|
|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
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**
|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|
||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)** Kathryn Anne Tippen
**Position (eg Secretary,** Treasurer **Chair, etc)**
**Date**
23 Jan. 26
**Marden Community CIO**
**1183743**
## **Recei ts and a ments accounts p p y**
**CC16a**
**For the period** Period start date Period end date **To from** 1-Apr-24 31-Mar-25
## **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**||**to the nearest £**
**Unrestricted**
**funds**||||**to the nearest £**
**Restricted**
**funds**||||**to the nearest £**
**Endowment**
**funds**||||**Total funds**
**to the nearest £**||||**Last year**
**to the nearest £**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|CCLA||**1,829**||||**-**||||**-**||||**1,829**||||**1,794**||
|income from event||**4,980**||||**-**||||**-**||||**4,980**||||**-**||
|refund||**106**||||**-**||||**-**||||**106**||||**-**||
|||**-**||||**-**||||**-**||||**-**||||**-**||
|||**-**||||**-**||||**-**||||**-**||||**-**||
|||**-**||||**-**||||**-**||||**-**||||**-**||
|||**-**||||**-**||||**-**||||**-**||||**-**||
|||**-**||||**-**||||**-**||||**-**||||**-**||
|**_Sub total_**_(Gross income for AR)_||**6,915**
||||**-**||||**-**||||**6,915**||||**1,794**||
|**A2 Asset and investment sales,**||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|**(see table).**||||||||||||||||||||
|||**-**||||**-**||||**-**||||**-**||||||
|||**-**||||**-**||||**-**||||**-**||||**-**||
|**_Sub total_**||**-**||||**-**||||**-**||||**-**||||**-**||
|||||||||||||||||||||
|**_Total receipts_ **||**6,915**||||**-**||||**-**||||**6,915**||||**1,794**||
|**A3 Payments**
Bank service charge
**72**
Grants
**5,669**
expenses
**455**
**-**
**-**
**-**|**A3 Payments**
Bank service charge
**72**
Grants
**5,669**
expenses
**455**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**
**-**|**72**
**5,669**
**455**
**-**
**-**
**-**||
|---|---|---|---|---|---|
|Bank service charge|**72**|**-**|**-**|**72**|**72**|
|Grants|**5,669**|**-**|**-**|**5,669**|**1,418**|
|expenses|**455**|**-**|**-**|**455**|**-**|
||**-**|**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|**-**|
||**-**||**-**||**-**||**-**||**-**|
|---|---|---|---|---|---|---|---|---|---|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**|**6,196**||**-**||**-**||**6,196**||**1,490**|
|**A4 Asset and investment**||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|**purchases, (see table)**||||||||||||||||||||
|||**-**||||**-**||||**-**||||**-**||||||
|||**-**||||**-**||||**-**||||**-**||||||
|**_Sub total_ **||**-**||||**-**||||**-**||||**-**||||**-**||
|||||||||||||||||||||
|**_Total payments_ **||**6,196**||||**-**||||**-**||||**6,196**||||**1,490**||
|**_Net of receipts/(payments)_ **
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_ **|**719**||**-**||**-**||**719**||**304**|
|---|---|---|---|---|---|---|---|---|---|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**719**||**-**||**-**||**719**||**304**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**unds**
**monetary assets**|**Details**
held at bank
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**7,856**
**-**
**-**
**7,856**
Agreement Error
**to nearest £**
**-**
**Unrestricted**
**funds**
**Unrestricted**
**funds**|**to nearest £**
**-**
**-**
**-**
**-**
OK
**to nearest £**
**-**
**Restricted**
**funds**
**Restricted**
**funds**|**to nearest £**
**Endowment**
**funds**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**to nearest £**
**Endowment**
**funds**|
|||**-**|**-**|**-**|
**B1 Cash funds**
**B2 Other monetary assets**
|**-**||**-**||**-**|
|---|---|---|---|---|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
|**-**||**-**||**-**|
## **B3 Investment assets**
**B4 Assets retained for the charity’s own use**
**B5 Liabilities**
|**Details**|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**|**Current value**
**(optional)**|
|---|---|---|---|
|||**-**|**-**|
|||**-**|**-**|
|||**-**|**-**|
|||**-**|**-**|
|||**-**|**-**|
|**Details**
**Details**|**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Amount due**
**(optional)**|**Current value**
**(optional)**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||**-**||
**-**
Signed by one or two trustees on behalf of all the trustees
Date of Signature Print Name approval Kathryn Tippen