Trustees’ Annual Report for the period
From 01/01/2022 Period start date To 31/12/2022 Period end date Charity name: Laxfield and District Museum CIO
Charity registration number: 1186030
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of the public by the provision and maintenance of a museum in Laxfield for: a) The preservation and exhibition of specimens of archaeology, geology and natural and social history of the district; b) The conservation and maintenance of the Museum’s collections |
| 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 |
To make accessible to the public the historical artefacts and records in the Museum; To help enquirers find out about local and family history; To arrange history events in the community. |
| 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 achieved all of the charity’s purposes in the year under review in order to serve as many of the public as possible. |
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 | The Museum is run entirely on the efforts of volunteers. |
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 | The celebration of the 500th anniversary of the Laxfield Guildhall, combined with the 50th anniversary of the Museum, brought a greater awareness to the inhabitants of Laxfield, and beyond, of the importance and attraction of the Museum’s artefacts. The Museum also mounted several outreach events in the local village hall during the year, again enhancing local awareness of the relevance of the Museum to the locality. |
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 | The state of the charity’s financial position is strong, partly due to the careful husbandry of the local council grant received in 2020, and partly to successful increases in fundraising exercises |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Not applicable |
| Amount of reserves held | Para 1.22 | £0 |
| Reasons for holding zero reserves |
Para 1.22 | While the charity does not hold reserves, the current account surplus is held to defray future development and expansion project costs |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not applicable |
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 | Foundation Model 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 | Laxfield Parish Council, as the appointing body, may appoint one charity trustee. Trustees are appointed with regard to qualifying skills etc. |
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 | Laxfield and District Museum CIO |
|---|---|
| Other name the charity uses | n/a |
| Registered charity number | 1186030 |
| Charity’s principal address | The Guildhall, High Street, Laxfield, Suffolk IP13 8DU |
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) |
|---|---|---|---|---|
| K Cook | Chair | |||
| S Orchard-Lisle | Treasurer | |||
| L Sharman | ||||
| E Nason | ||||
| K Webb | ||||
| M Jones | ||||
| J Flatman | ||||
– 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 None 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) K Cook Full name(s) Kevin John Cook
Position (eg Secretary, Chair Chair, etc)
Date
17/10/2023
| Laxfield and District Museum CIO |
Laxfield and District Museum CIO |
Laxfield and District Museum CIO |
Laxfield and District Museum CIO |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 1/1/2022 |
To |
|||
| Section A Receipts and payments | |||||
| A1 Receipts Donations 1,265 Sale of Goods 512 Events 995 Grants Received - - - - - 2,772 - - Sub total - Total receipts 2,772 A3 Payments Rent 450 Insurance 281 Telephone - Books and Stationery 271 Security - Repairs and Maintenance 142 Electricity 527 Events 638 Memberships 297 Promotions and Displays 356 Fixtures and Fittings 80 Gratuities - Sanitising Supplies - Goods Purchased 257 Sundry 32 Preservation Costs 545 Bank Charges 72 Sub total 3,948 - - Sub total - Total payments 3,948 Net of receipts/(payments) - 1,176 A5 Transfers between funds - A6 Cash funds last year end 10,296 Cash funds this year end 9,120 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ |
Last year to the nearest £ |
|
| - - - - - - - - - |
1,265 512 995 - - - - - 2,772 |
981 | |||
| 235 | |||||
| 665 | |||||
| 945 | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| 2,826 | |||||
| - - - |
- - - |
||||
| - | |||||
| - | |||||
| - | 2,772 | 2,826 | |||
| - - - - - - - - - - - - - - - - - - |
450 281 - 271 - 142 527 638 297 356 80 - - 257 32 545 72 3,948 |
450 | |||
| 277 | |||||
| 10 | |||||
| 164 | |||||
| 82 | |||||
| 362 | |||||
| 281 | |||||
| - | |||||
| 187 | |||||
| 864 | |||||
| 62 | |||||
| 133 | |||||
| 98 | |||||
| 76 | |||||
| 44 | |||||
| - | |||||
| 80 | |||||
| 3,170 | |||||
| - - - |
- - - |
||||
| - | |||||
| - | 3,948 | 3,170 | |||
| - - - - |
- 1,176 - 10,296 9,120 |
- 344 | |||
| - | |||||
| 10,640 | |||||
| 10,296 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Details Details Signature K.Cook Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - - - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name K Cook Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| K.Cook | K Cook | 10/17/2023 |
|