## **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
| |||||