2024-12-31-accounts - Laxfield & District Museum CIO

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Trustees’ Annual Report for the period

From 01/01/2024 Period start date To 312/2024 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

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 complimentary comments and the visitors have come from far and wide including the USA. One American visitor said: “A fantastic educational experience - enjoyed the friendliest museum faculty – loved it!” Anther said “Very engaging for the kids – the volunteers were great” Our outreach programme continues to provide those with mobility issues with some access to artefacts and photographs. 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

Trustee name	Office (if any)	Dates acted if not for whole year
M Jones	Chair from 15/10/2024, acting from 24/04/2024 to 15/10/2024
S Orchard-Lisle	Treasurer
E Nason
K Webb
J Flatman		Non attendance for 2 years
K Cook	01/01/2024 to 24/04/2024

– 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

24[th] October 2025

Laxfield & District Museum CIO No (if any) 1186030 Receipts and payments accounts For the period 01/01/24 31/12/24 To from

Section A Receipts and payments	Section A Receipts and payments
Unrestricted funds to the nearest £ A1 Receipts Donations 1,630 Sale of Goods 2,255 Events 2,280 - - - - - *Sub total(Gross income for AR)6,165* A2 Asset and investment sales, (see table). - - Sub total - Total receipts 6,165 A3 Payments Rent 450 Insurance 236 Books and Stationery 676 Furniture & Equipment 996 Security 54 Events 741 Repairs and Maintenance 261 Purchases - Water 186 Electricity 352 Preservation - Memberships 282 Bank Charges & Commission 91 Promotions and Displays 170 Sub total 4,495 A4 Asset and investment purchases, (see table) - - Sub total - Total payments 4,495 Net of receipts/(payments) 1,670 A5 Transfers between funds - A6 Cash funds last year end 10,291 Cash funds this year end 11,961		Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 1,630 2,255 2,280 - - - - - 6,165 - - - 6,165 450 236 676 996 54 741 261 - 186 352 - 282 91 170 4,495 - - - 4,495 1,670 - 10,291 11,961
A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end **Cash funds this year end **
	1,670	-	-	1,670
	-	-	-	-
	10,291	-	-	10,291
	11,961	-	-	11,961

CCXX R1 accounts (SS)

28/10/25

Section B Statement of assets and liabilities at the	Section B Statement of assets and liabilities at the	Section B Statement of assets and liabilities at the	end of the period	end of the period	end of the period	end of the period	end of the period
				Unrestricted			Restricted funds
Categories		Details		funds
				to nearest £			to nearest £
B1 Cash funds		Current Account		11,961			-

				-			-

				-			-
		*Total cash funds*		11,961			-
		(agree balances with receipts and payments
		account(s))	OK			OK
				Unrestricted			Restricted funds
				funds
	Details			to nearest £			to nearest £
B2 Other monetary assets				-			-

				-			-

				-			-

				-			-

				-			-

				-			-

	Details			Fund to which asset belongs			Cost (optional)
B3 Investment assets							-

							-

							-

							-

							-

	Details			Fund to which asset belongs			Cost (optional)
B4 Assets retained for the							-
charity’s own use							-

							-

							-

							-

							-

							-

							-

							-

				Fund to which			Amount due
	Details			liability relates			(optional)
B5 Liabilities							-

							-

							-

							-

							-

Signed by one or two trustees on behalf of all the trustees		Signature		Print	Name
	S Orchard-Lisle			S ORCHARD-LISLE

CCXX R2 accounts (SS)

28/10/25

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CC16a
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Last year

to the nearest £

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2,061
538
1,853
-
-
-
-
-
4,452
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-
-
4,452
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450 236 85 - 212 656 438 24 - 405 118 327 79 251 3,281

3,281 1,171 - 9,120 10,291

CCXX R3 accounts (SS)

28/10/25

Endowment funds to nearest £

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OK
Endowment
funds
to nearest £
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Current value
(optional)
-
-
-
-
-
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Current value (optional)

When due (optional)

Date of approval

24/10/25

CCXX R4 accounts (SS)

28/10/25