Trustees’ Annual Report for the period
From April 2024 Period start date To April 2025
Charity name: Shipston on Stour and District Local Historical Society
Charity registration number:1186347
Objectives and Activities
| 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 |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference The museum does not make grants Para 1.38 Policy on grant making A small level of investment of program Para 1.38 related items was undertaken
| Policy on 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 helped with outreach and talks |
| Other |
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 charity saw over 500 visitors over the open period for the museum. People have come from many counties and we have encouraged volunteering from young people and those with disabilities. The outreach with schools has been invaluable and we continue to try and reach out to more schools and local groups. Several local community groups have visited and trustees have held talks for groups such as the WI, the brownies and the local Probus group. We have also held three talks to the public and conducted two walking talks and will continue to do so We are working towards accreditation and have a new mentor to help |
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 we continue to make progress |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Fund raising has been successful, we continue to find new ideas to raise funds |
| 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 | Financially viable with a surplus in the bank to cover bills that are pending and public liability. New surplus savings account created to gain better interest rates and keep the surplus separate from the day to day running account. |
| 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. This is held in a separate savings account |
| Amount of reserves held | Para 1.22 | Currently reserves are around 9000 to cover rent and storage for two years should we have to start paying, there would currently be a shortfall should rental be at teh advised 10,000 PA |
| 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 where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Principally public talks and walking talks, selling of surplus sales particulars , merchandise and visitor donations |
|---|---|---|
| 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 has a clause whereby we can be closed at short notice for the next three years so could need to find new premises and or storage at short notice. Other risks are lack of footfall |
| Other |
Structure, Governance and Management
| 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)
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 one new trustee, dealing with talks and also publicity. Current trustees co-opted for another term. David Burge founding member died in 2024 |
| Relationship with any related parties |
Para 1.51 | none |
| Other |
Reference and Administrative details
| 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 |
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(if any) |
|---|---|---|---|---|
| BekkyHillman | Chair | |||
| Martin Russell | Deputychair | |||
| Rebecca Ashley | Deputychair | |||
| David Burge | trustee | April 2024-November 2024 |
||
| Michaela Davis | Treasurer | |||
| Stephen Hartley | Trustee | |||
| Rosa Fitt Conway | Trustee | |||
| Stefan Lang | Trustee | September 2024 to date | ||
| Jo Ashely | Trustee | April 2024-September 2024 |
||
| Susan walker | Trustee | November 2024 to date | ||
– 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) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Bekky Hillman | Michaela Davis | |
Chair |
Treasurer | |
Shipston on Stour and District Local History Society Accounts for year ending March 2024
Talks
Receipts and payments account 2023 – 2024
| Receipts Talks Friends of museum payments Donations Total receipts Payments Materials for museum Utilities Council Tax Insurance Membership to AIM Refreshments IT DBS check Total Payments Net receipts less payments Cash funds last year end Cash funds this year end |
41.00 88.00 3,720.15 £3,720.15 434.35 149.59 138.33 100.80 71.00 50.42 1,210.55 18.00 £2,173.04 1,547.11 8,657.04 10,204.15 |
|---|---|