Trustees’ Annual Report for the period
From 01/01/2023 Period start date To 31/12/2023 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 unofr review in order to serve as many as 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
| Contribution made by volunteers |
Para 1.38 | |
|---|---|---|
| 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 museum has received many very positive comments and compliments on our revamped displays. The comments include appreciation of the friendly welcome from our stewards, the availability of historical information and the more “open” way with which we display the artefacts and the beauty of the building. Our outreach programme has provided those with mobility issues with some displays of artefacts and photographs in the accessible village hall. Local schools continue to borrow our “loan boxes” with exhibits and information. |
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 Museum’s financial position remains strong, due to strong financial controls, and continuing successes in fundraising exercises |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | |
| 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 Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity 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 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) S Orchard-Lisle
Full name(s) Simon Comrie Orchard-Lisle
Position (eg Secretary, Treasurer Chair, etc)
Date
15[th] October 2024
| Charity Name |
Charity Name |
Charity Name |
Charity Name |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
1/1/2023 | To | |||
| Section A Receipts and payments | |||||
| A1 Receipts Donations 2,061 Sale of Goods 538 Events 1,853 - - - - - 4,452 - - Sub total - Total receipts 4,452 A3 Payments Rent 450 Insurance 236 Books and Stationery 85 Security 212 Repairs and Maintenance 438 Purchases 24 Electricity 405 Events 656 Memberships 327 Promotions and Displays 251 Fixtures and Fittings - Preservation 118 Bank Charges 79 Other - Sub total 3,281 - - Sub total - Total payments 3,281 Net of receipts/(payments) 1,171 A5 Transfers between funds - A6 Cash funds last year end 9,120 Cash funds this year end 10,291 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 £ |
|
| - - - - - - - - - |
2,061 538 1,853 - - - - - 4,452 |
1,265 | |||
| 512 | |||||
| 995 | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| 2,772 | |||||
| - - - |
- - - |
||||
| - | |||||
| - | |||||
| - | 4,452 | 2,772 | |||
| - - - - - - - - - - - - - - - |
450 236 85 212 438 24 405 656 327 251 - 118 79 - 3,281 |
450 | |||
| 281 | |||||
| 271 | |||||
| - | |||||
| 142 | |||||
| 257 | |||||
| 527 | |||||
| 638 | |||||
| 297 | |||||
| 356 | |||||
| 80 | |||||
| 545 | |||||
| 72 | |||||
| 32 | |||||
| 3,948 | |||||
| - - - |
- - - |
||||
| - | |||||
| - | 3,281 | 3,948 | |||
| - - - - |
1,171 - 9,120 10,291 |
- 1,176 | |||
| - | |||||
| 10,296 | |||||
| 9,120 |
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 Current Account Details Details Details Details Signature K Cook Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 10,291 - - - - - 10,291 - OK 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) |
|||
| Date of approval |
|||
| K Cook | K Cook | 4/16/2024 |
|