Trustees’ Annual Report for the period
From 21/10/2012 To 05/04/2023
Charity name: Ilminster History Society
Charity registration number: 1196283
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of the public in the subject of the social history and heritage of Ilminster town and its neighbouring communities and to promote research for the public benefit in all aspects of that subject and to publish the useful results. |
| 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 |
Research and present information about the history of the town of Ilminster, through public talks and presentations as well as in the society's website and social media. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the Charity Commissions’ guidance on public benefit when planning all events and determining how best to utilise funds raised. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | We have a small number of members who happily give up their time to help us at events and talks by setting up the room, manning the ticket desk and running the raffle. |
| Other | N/A |
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 | During this financial period, the Charity had its first historic talk, which was a sellout event with over 80 people in attendance. The feedback from the talk was overwhelmingly positive and a large number of attendees requested that more talks be put on in the future. The trustees also focused on raising awareness of the Charity by attending events in the town and hosting a quiz, as well as regular social media posts. |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Achievements against objectives set |
Para 1.41 | Whilst no formal objectives are set for any given period, the Trustees are constantly striving to increase the amounts that are raised on a year-by-year basis to be able to provide more talks and events for the community and strive to one day open a Museum/Heritage Centre. |
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the financial period, the charity had £327 in the bank |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | N/A |
| Amount of reserves held | Para 1.22 | N/A |
| Reasons for holding zero reserves |
Para 1.22 | The holding of reserves is deemed to be unnecessary as the charity has no regular commitments. |
| 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 | None |
| 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 | Ticket sales from talks |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | None |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
N/A | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution adopted 21/10/2021 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | 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 | Interested parties are invited to a full meeting of the Trustees and then if all Trustees are in agreement they are appointed. |
| 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 | N/A |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | N/A |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other | N/A |
Reference and Administrative details
| Charity name | Ilminster History Society |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1196283 |
| Charity’s principal address | 71 Summerlands Park Avenue Ilminster TA19 9BU |
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 (ifany) |
|---|---|---|---|---|
| Benjamin Jenner- Hurford |
Chair | |||
| Jacqueline Bennett | ||||
| Kevin Vining | ||||
| Stephen Hurford | ||||
– 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) Benjamin Jenner-Hurford Position (eg Secretary, Chair Chair, etc) Date 02/01/2024
| Ilminster History Society | Ilminster History Society | Ilminster History Society | 1196283 |
|---|---|---|---|
| Receipts andpayments accounts | |||
| For the period from |
21/10/2021 | To | 05/04/2023 |
For the period 21/10/2021 To from
05/04/2023
CC16a
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 217 60 148 90 - - - - 515 - - - 515 80 75 33 - - - - - - 188 - - - 188 327 - - 327 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 217 60 148 90 - - - - 515 - - - 515 80 75 33 - - - - - - 188 - - - 188 327 |
Total funds to the nearest £ 217 60 148 90 - - - - 515 - - - 515 80 75 33 - - - - - - 188 - - - 188 327 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Talk ticket sales | 217 | - | ||||
| Raffles | 60 | - | ||||
| Quiz ticket sales | 148 | - | ||||
| Miscfundraising | 90 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
515 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Advertisingof events | 80 | - | ||||
| Subscriptions | 75 | - | ||||
| Tickets to External Events | 33 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 188 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| 327 | - | - | 327 | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 327 | - | - | 327 | - |
CCXX R1 accounts (SS)
30/12/2023
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Cash in bank Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 372 - - - - - 372 - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Benjamin Jenner-Hurford |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Benjamin Jenner-Hurford | 02/01/2024 | ||
CCXX R2 accounts (SS)
30/12/2023
2