**Trustees' Annual Report for the period** Period start date Period end date 06 10 2020 31 08 2021
**From**
**To**
## Section A Reference and administration details
**Charity name** Lindale Community Trust - **Other names charity is known by Registered charity number (if any)** 1191666 **Charity's principal address** Kilnpotts Windermere Road Grange-over-Sands **Postcode** LA11 6JX
## **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 Nicola Jane Wood Chair
2 Christine Squire Secretary
3 Carol Winder
4 Claire Asplin
5 Ian Knowles
Alison Jane Treasurer
6
Green
7 Phillip Juniper
Anthony Resigned
8
Meredith 13.11.20…….
9 Margaret Ogden Resigned…1.3.21……
10
11
12
13
14
15
16
17
18
19
20
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
**Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution Type of governing document
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
Appointment/election as per constitution Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
The objectives of the CIO are:
1. to further or benefit the residents of Lindale and Newtonin-Cartmel and the neighbourhood, without distinctions of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance educations and to provide facilities in the interest of social welfare for recreation and leisure time occupation with the objective of improving the conditions of life for the residents.
**Summary of the objects of the charity set out in its governing document**
2. to benefit the public, to advance education in particular to advance learning and knowledge of the heritage of the Cartmel peninsula (in particular but not exclusively its industrial and social history), and to promote learning and knowledge of the buildings of historic merit in Lindale (in particular but not exclusively by the preservation of St Paul Lindale the former parish Church of Lindale). In furtherance of these objectives but not otherwise, the Trustees shall have power to establish or secure the establishment of a community centre and to maintain or manage or cooperate with any statutory authority in the maintenance and management of such a centre for activates promoted by the Charity in furtherance of the above objectives.
The team of trustees met regularly and hosted initial fundraising activity before Covid 19 halted further planned events. We have had success with four small grant applications (Cumbria County Council, South Lakeland District Council, Sport England and Hadfield Trust) and a great first local crowdfunding event. The **Summary of the main** Hadfrield Trust grant is dependent on the lease of the church **activities undertaken for** building. **the public benefit in relation to these objects** We have referred to the guidance contained in the Charity **(include within this** Commission’s general guidance on public benefit when **section the statutory** reviewing our aims and objectives and in planning our future **declaration that trustees** activities. **have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
3
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
March **2012**
**TAR**
4
## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
We have undertaken a detailed damp and decay survey with Hutton and Rostron Surveyors to understand the condition of the building and the scope of all necessary repairs. Their report is available for review on the website.
Our local architect, Mike Darwell of John Coward Associates of Cartmel has completed the first draft of our design concept plans for the building.
We continue to liaise with the Carlisle Diocese regarding the details of the lease and responsibility for repairs. The draft scheme for the project went to public consultation and was approved by the Church Commissioners
## **Section E Financial review**
March **2012**
**TAR**
5
## **Brief statement of the charity’s policy on reserves**
In the Trustees view the reserves should provide the CIO with adequate financial stability and the means for it to meet its charitable objectives for the foreseeable future.
**Details of any funds materially in deficit**
None
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Alison Jane Green **Full name(s)** Christine Squire **Position (eg Secretary,** Secretary Treasurer **Chair, etc) Date** 16.05.22
March **2012**
**TAR**
6
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Lindale Community Trust 1191666
Receipts and payments accounts
For the period 6-Oct-20 31-Aug-21
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 236 - - 236
Fundraising 704 - - 704
Crowdfunding 14,865 - - 14,865
Gift Aid 1,983 - - 1,983
Grants 2,500 - - 2,500
- - - -
- - - -
- - - -
20,288 - - 20,288
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 20,288 - - 20,288
A3 Payments
Crowdfunding costs 333 - - 333
Website 13 - - 13
Subscriptions 30 - - 30
Architect fee 3,083 - - 3,083
Survey fee 6,504 - - 6,504
- - - -
- - - -
- - - -
- - - -
Sub total [ 9,963 ] - - 9,963
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 9,963 - - 9,963
Net of receipts/(payments) 10,325 - - 10,325
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 10,325 - - 10,325
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**|Bank account
Cash in hand|**_Total cash funds_**|**to nearest £**
**10,321**
**4**
**-**
**10,325**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))||OK|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**||||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**||**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
||||Alison Green
Nicola Wood|||
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CC16a
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**Last year**
## **to the nearest £**
**-**
**-**
**-**
**-**
## **Endowment funds**
**to nearest £ - - - -**
OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional) - - - - -**
**Current value (optional) - - - - - - - - - When due (optional)**
Date of approval