Trustees’ Annual Report for the period
From 01/04/2020 To Period end31/03/2021
Charity name:Shipston on Stour and DistrictLocal history society
Charity registration number:1186347
Objectives and Activities
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SORP reference
Summary of the purposes Para 1.17 The preservation of objects of historic
of the charity as set out interest for public inspection and the
in its governing advancement of education and
document learning particularly amongst the
residents of Shipston on Stour and
district and particularly in the sphere of
local history
Summary of the main Para 1.17 and To display objects of local historical
1.19
activities in relation to value in a museum, to pass
those purposes for the information on to members of the
public benefit, in public in the museum setting and also
particular, the activities, in outreach settings such as schools
projects or services
identified in the
accounts.
Statement confirming Para 1.18 All trustees are aware of and have
whether the trustees regard to the guidance issued on public
have had regard to the benefit
guidance issued by the
Charity Commission on
public benefit
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Additional information (optional)
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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
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SORP reference
This year has been about
preparation for opening to the
public after a lease has been
Summary of the main secured. We have been working
Para 1.20
achievements of the on the museum fixtures and
charity, identifying the fittings and outreach with the
difference the charity’s local schools
work has made to the
circumstances of its
beneficiaries and any
wider benefits to society
as a whole.
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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Financial Review
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Review of the charity’s Para 1.21 Incomings £1578 including large
financial position at the donation from sheep fair
end of the period Outgoings £1106 in materials for
museum. With no building no
monies are used for bills currently
Statement explaining the Para 1.22 Reserves are held so that we can
policy for holding cover running costs once the
reserves stating why they museum is opened and pay
are held electricity bills and upkeep until
the museum attracts enough
publicity to support itself again
Amount of reserves held Para 1.22 £3000
Para 1.22 -
Reasons for holding zero
reserves
Para 1.24 -
Details of fund materially
in deficit
Explanation of any Para 1.23 No issues currently
uncertainties about the
charity continuing as a
going concern
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Will be donations and society
membership fees
The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 CIO foundation constitution
document document
(trust deed, royal
charter)
How is the charity Para 1.25 Incorporated CIO constitution
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Selection of new trustees is
methods including details through nomination by a trustee
of any constitutional then current trustee vote
provisions e.g. election to
post or name of any
person or body entitled
to appoint one or more
trustees
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details
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Charity name Shipston on Stour and District local history society
Other name the charity
uses
Registered charity 1186347
number
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Charity’s principal Clark House
address Shipston on Stour
Warwickshire
CV36 4HD
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Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Bekky Hillman President
2 Martin Russell Vice President
3 Rebecca Ashley Vice President
4 David Burge member
5 Justine Clarke member
6 Edward Mott Treasurer
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved Director name Bekky Hillman
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole
year
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Funds held as custodian trustees on behalf of others
Description of the assets none held in this capacity Name and objects of the none charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements none 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
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Signature(s)
Full name(s)
Position (eg
Secretary, Chair, etc)
Date
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| 2020-2021 | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Date | Item No | Description | Money In | Money out | Current Balance | ||||
| 1/4/2002 | Balance | £ | 2,842.68 |
||||||
| 1/4/2020 | 1 | Jackson and Jackson Founder friends Members | £ | 15.00 |
£ | 2,857.68 |
|||
| 6/4/2020 | 2 | Burge - Founder Friends Member | £ | 3.00 |
£ | 2,860.68 |
|||
| 1/5/2020 | 3 | Gardner - Founder Friend member | £ | 2.00 |
£ | 2,862.68 |
|||
| 3/8/2020 | 4 | Planning materials - M Russell | £ | 209.28 |
£ | 2,653.40 |
|||
| 28/8/2020 | 5 | Cabinet - Taylor Wimpey | £ | 575.00 |
£ | 3,228.40 |
|||
| 1/9/2020 | 6 | Jodie Nevell - Creating Website | £ | 405.00 |
£ | 2,823.40 |
|||
| 16/12/20 | 7 | insurance Policy Bee | £ | 100.80 |
£ | 2,722.60 |
|||
| 4/1/2021 | 8 | Historical Society (SO) | £ | 16.00 |
£ | 2,706.60 |
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| closing balance | £ | 2,706.60 |
no paperwork