## **Trustees’ Annual Report for the period**
**From 6[th] March 2023**
**To period end date 31[st] December 2023**
**Charity name: Salesbury Memorial Hall Charity registration number: 1202184**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes
of the charity as set out in
its governing document|Para 1.17|The objects of the CIO are:
The provision and maintenance of a village hall
for the use of the inhabitants of Wilpshire
Salesbury and Clayton-le- Dale in the County of
Lancashire without distncton of politcal,
religious or other opinions, including use for:
(a) meetngs, lectures and classes, and
(b) other forms of recreaton and leisure-
tme occupaton, with the object of
improving the conditons of life for the
inhabitants.|
|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|The CIO was registered on the 6thMarch 2023
with the aim of transferring the assets of our
current Charity, Salesbury Memorial Hall (reg.
nos 512853), to it and then closing that Charity.
Trustees are in the process of transferring all
assets which includes HMLR formally moving
ownership of the hall and its estate to the CIO.
This process has yet to be completed so the
CIO currentlyhas no assets or actvites.|
|Statement confirming
whether the trustees have
had regard to the
guidance issued by the
Charity Commission on
public benefit|Para 1.18|Trustees can confrm their regard for, and
compliance with, the guidance issued by the
Charity Commission on public beneft|
## **Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference None Para 1.38 Policy on grant making None Para 1.38 Policy on social investment including program related investment None Para 1.38 Contribution made by volunteers None 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|None. Please see explanaton above.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set
Performance of Para 1.41 fundraising activities against objectives set Investment performance Para 1.41 against objectives Other
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the
end of the period|Para 1.21|None. Please see explanaton above.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|N/a|
|Amount of reserves held|Para 1.22|£0|
|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|N/a|
**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|N/a|
|---|---|---|
|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|N/a|
|Other||N/a|
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing
document
(trust deed, royal charter)|Para 1.25|Trust Deed|
|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|N/a|
## **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||
|---|---|---|
|The charity’s
organisational structure
and any wider network
with which the charity
works|Para 1.51||
|Relationship with any
related parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|Charityname|SalesburyMemorial Hall|
|---|---|
|Other name the charityuses|None|
|Registered charitynumber|1202184|
|Charity’s principal address|Salesbury Memorial Hall
Ribchester Road
Clayton-le-Dale
Blackburn
Lancashire
BB1 9HT|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Annette
Patterson|Elected - Chair|15thMay 2018 - current|Annette Patterson|
||Janet Westwell|Elected - Secretary|28thMarch 2022 -
current|Janet Westwell|
||John Evans|Elected|20thMay2014 - current|John Evans|
||Keith Thompson|Nominated Trustee
Clayton-le-Dale
Parish Council|22ndMarch 2022 - current|Keith Thompson|
||Audrey Pickup|Elected|12thMarch 2011-
current|Audrey Pickup|
||Anne Duckworth|Nominated Trustee
BowlingClub|15thMay 2018 - current|Anne Duckworth|
||Stuart Hirst|Nominated Trustee
St Peter’s Church|4thNovember 2020 -
current|Stuart Hirst|
||Stephen Frost|Nominated Trustee
Wilpshire
Wanderers FC|12thMarch 2011-
current|Stephen Frost|
## – 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
|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|The title is owned by Salesbury Memorial Hall CIO|||
||||
||||
## **Funds held as custodian trustees on behalf of others**
Description of the assets N/a 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**
**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) Annette Patterson Full name(s)** Annette Patterson **Position (eg** Chair **Secretary, Chair, etc) Date** 18[th] October, 2024
This Charity’s Financial and other Assets will be transferred in full to the CIO (Registered Charity Number: 1202184) once HMLR has completed the transfer of ownership of the hall and its estate to the CIO.
Text
Sal•sbury Memorlal Hall
Re8lstered Charlty $12853
Income and Expendlturo for the perlod l January 2023 to 31 December 2023
RESERVE ACCOUNT I
2023
2022
2022
INCOME
I 1,010.000 Donatloni
1".1134.00 GtarrtS
12a6 Interesl
EXPENDrruRE
co.00
0.00
.t.4J46.16
rdg.70
149.70
TOTAL
£0.00
TOTAL
£0.00
2022
INCOME
RESERVE ACCOUNT 2
2023
2022
ai.11 Inter05t
£0.00 Donatlons
to 00 lust Gfvln8 Doantlons
EO.00 HMRCGIft Ald
£11.11
TOTAL
(131.79
C20.435.10
£SJ32.04
ES,375.SS
1.274.48
EXPENDITURE
2023
£0.00 Land purchase of drlvewav
£0.00 Independent solkltor fees
EO.00 IEFThlrd Party Contrlbutlon
£0.00
E25,200.00
£671A6
£2992 00
TOTAL
£28J63.46
Treasurer
&¢t•d by
Date
Scrutineer
Date
SUMMARY OF ACCOUNTS 01.01.23 to 31.12.23
Balance at start
of buslness
01.01.23
Plus Income
Balance ai
dose of
business
31.1223
E7,100.8S
£16,174,11
£12.422.69
£3S.697.65
Less Expenditure
Cwreni Account
R•serve Account I
ReseThe Account 2
OTAL
(G.SA3
£16.124AI
110.011.67
£33,111.51
£21.084.69
£49.70
£3L274.48
E20.959.27
£0.00
E28,863.46