## **Trustees’ Annual Report for the period** **From 01.06.2020 Period start date To 31.05.21 Period end date** **Charity name: Milborne Port History and Heritage Group Charity registration number: 1186468** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the Para 1.17 To share the history of the
purposes of the charity village, preserve our heritage &
as set out in its foster a sense of community for
governing document the future
Summary of the main Para 1.17 and Preserve & display archive
1.19
activities in relation to material.
those purposes for the Involve people in local research.
public benefit, in Organise meetings & other
particular, the activities, events
projects or services Work with similar groups
identified in the Encourage local people to take an
accounts. active role
Statement confirming Para 1.18 The Trustees confirm that they
whether the trustees have regard to the guidance
have had regard to the issued by the CC on public benefit
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social
investment including
program related
investment
Volunteers assist the group by
Para 1.38 manning the Museum & general
Contribution made by administration
volunteers
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Other **The group is supported by Milborne Port Parish Council by providing us with a venue for our Museum on a three year lease at a peppercorn rent.** ## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
We now have a Museum which is
open during the summer months
& on request by members of the
Summary of the main public
Para 1.20
achievements of the We hold regular monthly talks of
charity, identifying the historical interest attended by 40
difference the charity’s – 70 people
work has made to the We arrange visits to places of
circumstances of its historical interest.
beneficiaries and any We have produced 5 booklets of
wider benefits to society local interest.
as a whole. We have an ‘oral history’ archive
which is available on our website.
Additional information (optional)
You may choose to include further statements where relevant about:
We feel that we have fulfilled
many of our objectives, see
Achievements against Para 1.41 above
objectives set
We rely on donations & are self-
sufficient in that respect
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 Bank balance as at 31.0521:
financial position at the £1650.18
end of the period
Statement explaining Para 1.22 To cover ongoing expenses ie
the policy for holding insurance, rent, electic and
reserves stating why speakers fees
they are held
Amount of reserves held Para 1.22 As bank balance
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 None
in deficit
Explanation of any Para 1.23 The Museum is an old building
uncertainties about the and cost of any maintenance will
charity continuing as a be high
going concern
Additional information (optional)
You may choose to include further statements where relevant about:
Membership fees
Booklet sales
The charity’s principal Donations at meetings, the
sources of funds Para 1.47 museum and other events
(including any
fundraising)
N/A
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
Cost of maintaining the Museum
A description of the Para 1.46
principal risks facing the
charity
Other
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## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 Trust
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are selected by their
methods including enthusiasm for the group and it’s
details of any aims.
constitutional provisions No-one person can select a
e.g. election to post or Trustee, they can put a name
name of any person or forward and their appointment is
body entitled to appoint made by general agreement of
one or more trustees the other Trustees
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Each new Trustee is given a copy
Policies and procedures of the Constitution and the most
adopted for the Para 1.51 recent Trustee’s report
induction and training of
trustees
The History & Heritage Group
The charity’s also has a general committee
organisational structure Para 1.51 who make the day to day
and any wider network decisions regarding charging for
with which the charity talks, cost of membership and
works ideas for speakers and events
We receive advice from Somerset
Relationship with any Para 1.51 County Museum Service
related parties
Other
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## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Milborne Port History & Heritage Group
Other name the charity N/A
uses
Registered charity 1186468
number
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Charity’s principal Laycock Farm address Milborne Port, Sherborne, Dorset DT9 5HD ## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Harold Clarke Chair 2021/2022
2 Lesley Wray Historian 2019/2022
Marilyn Harrison Secretary/Treasur 2019/2022
3
er
Steven 2019/2022
4
Underwood
5 James Roberts 2019/2022
6 John Fanning 2019/2022
7 Valerie Jackson 2021/2022
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 N/A** Name of trustees holding title to property belonging to the charity **----- Start of picture text -----**
Trustee name Dates acted if not for
whole year
N/A
**----- End of picture text -----**
## **Funds held as custodian trustees on behalf of others** Description of the assets None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements N/A 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 N/A** ## **Name of chief executive or names of senior staff members (Optional information)** N/A ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **N/A** ## **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)** Marilyn Joy Harrison **Position (eg** Secretary **Secretary, Chair, etc)** **Date** 17.03.22 ## **MILBORNE PORT HISTORY HERITAGE GROUP** |**DATE**
11.08.20
28.08.20
29.04.21
29.04.21
30.04.21
04.05.21
04.05.21
04.05.21
04.05.21
04.05.21
06.05.21
11.05.21
12.05.21
12.05.21
17.05.21
17.05.21
17.05.21
18.05.21
24.05.21|**RECEIPTS**
Membership
Donation for Website
Membership
Membership
Membership
Membership
Membership
Membership
Membership
Membership
Membership
Membership
Membership
Membership
Membership
Membership
Membership
Membership
**50040**Membership £235 Donations £45.60|AMOUNT
£18.00
£150.00
£15.00
£18.00
£20.00
£15.00
£15.00
£20.00
£20.00
£20.00
£15.00
£15.00
£20.00
£20.00
£20.00
£20.00
£15.00
£15.00
£280.60
|**DATE**
06.08.20
18.09.20
13.09.20
06.10.20
11.11.20
07.12.20
05.04.21
02.05.21
24.05.21| |---|---|---|---| **BANK BALANCE AS AT 01.06.20 £1,890.05** **BANK BALANCE AS AT 31.05.21** **£1.650.18** **MILBORNE PORT HISTORY HERITAGE GROUP** ## **Expenditure** ## **AMOUNT** 000055 - SSE Chapel £61.00 000056 - MPCS - Domain name £66.00 000058 - Jimmy Flynn - Website £350.00 000057 - MPPC Chapel Rent £10.00 000060 - SSE Chapel £116.06 000059 - RBL Wreath £25.00 000061 - Came Insurance £218.00 000062 - MPPC Rent Cancelled 000063 - M J Harrison - Members Evening £26.85