2024-03-31-accounts - Shipston-On-Stour And District Local History Society

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	THE PRESERVATION OF OBJECTS OF HISTORIC INTEREST FOR PUBLIC INSPECTION AND THE ADVANCEMENT OF EDUCATION AND LEARNING PARTICULARLY AMONGST THE RESIDENTS OF SHIPSTON-ON-STOUR AND DISTRICT AND PARTICULARLY IN THE SPHERE OF LOCAL HISTORY.
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	Museum that is open to the public showcasing items and encouraging people to learn about local history. Outreach with local schools and clubs
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees feel the charity has had good public benefit with both the museum and talks to groups and the public.

	SORP reference
Policy on grant making	Para 1.38	The charity has not made or applied for grants
Policy on social investment	Para 1.38	The charity has not made or applied for any social investment

including program related investment
Contribution made by volunteers	Para 1.38	Volunteers have contributed to the running of the charity by manning the museum and creating outreach tools. Volunteers have also helped with item inventory and policy decisions. Volunteers have created displays in the museum. .
Other

	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 outreach with schools has been invaluable and we continue to try and reach out to more schools and local groups. We have also held talks to the public and will continue to do so Museum opened in July and remained open until the end of September.

Additional information (optional) You may choose to include further statements	Additional information (optional) You may choose to include further statements	where relevant about:
Achievements against objectives set	Para 1.41	Not all goals were met but they all have been worked towards , the major goals of opening was achieved.
Performance of fundraising activities against objectives set	Para 1.41	Fund raising was sufficient but we have new ideas and hopefully next season will see more fund raising activities
Investment performance against objectives	Para 1.41

Other

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Financially viable with a surplus in the bank to cover bills that are pending and public liability
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Surpluses are held to cover the bills for the lease period should enough money not be made to cover them. Investment in a laptop, printer and sundries this year. Next year we may have to start paying for storage due to a change in ownership
Amount of reserves held	Para 1.22	Currently reserves are around 8000
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	No current concerns

Additional information (optional) You may choose to include further statements	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	Principally donations by visitors but next year sales of merchandise, public talks and school outreach
Investment policy and objectives including any social investment policy adopted	Para 1.46	No intentions to invest
A description of the principal risks facing the charity	Para 1.46	Principal risks are that the lease won’t be secured
Other

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Governing document runs as a Trust
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Charity is run as a 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	Trustee selection is by trustees by private election

Additional information (optional)	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	New procedures for the inventory of photos, items and written matter have been adopted
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The charity has four new trustees, three of whom are ordinary members and the fourth a treasurer. Current trustees co-opted for another term
Relationship with any related parties	Para 1.51	none
Other

Charity name	Shipston on Stour and District Local Historical society
Other name the charity uses	Shipston Museum
Registered charity number	1186347
Charity’s principal address	Clark House West Street Shipston on Stour CV36 4EL

Trustee name	Office (if any)	Dates acted if not for whole year
BekkyHillman	Chair
Martin Russell	Deputychair
Rebecca Ashley	Deputychair
David Burge	Ordinarytrustee
Michaela davis	Treasurer	From September 2023
Stephen Hartley	Ordinarytrustee	From September 2023
Jo Ashley	Ordinarytrustee	From September 2023
Rosa Fitt-Conway	Ordinarytrustee	From September 2023

– 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

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

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Reason for non-disclosure of key personnel details

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date	B.hillman	M. Russell
	Bekky Hillman	Martin Russell
	Chair	Deputy chair
	2/10/2024
	2/10/2024