2024-12-31-accounts - Swarthmoor Reading Room CIO

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Trustees’ Annual Report for the period

From 1[st] Jan 2023 Period start date To 31[st] Dec 2024 Period end date

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To provide facilities for recreation and leisure in the interest of social welfare of local 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	User groups:- U3A ukulele, Tai Chi, Gentle exercise, Gramophone soc., Social Drop in, Girl Guides and Rainbows, Line Dancing, Qi Gong class, Furness Morris, Dance Church workshops. Fund raising coffee mornings for the reading room and other organisations, private rentals for parties etc, elections.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The purposes and activities of the charity all adhere to the Charity Commission.

	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	Our users provide a wide range of activities enabling locals to have new experiences, establish new friendships and take up new interests. The activities also help local social cohesion.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	We have been able to update the electrics and provide heat exchange fans to help remove damp/ condensation problems. Anew notice board has been provided thanks to donations from local users.
Performance of fundraising activities against objectives set	Para 1.41	We have successfully raised funds for the above work and had funds available for repair of the flat roof in the next financial year.

Review of the charity’s financial position at the end of the period	Para 1.21
Statement explaining the policy for holding reserves stating why they are held	Para 1.22
Amount of reserves held	Para 1.22

The charity’s principal sources of funds (including Para 1.47 any fundraising) Other

Description of charity’s trusts:		The Reading room was set up in Trust in 1883. It was registered as a Charity in 2023
Type of governing document (trust deed, royal charter)	Para 1.25	In perpetuity by Deed of trust
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	It is a CIO (Charitable incorporated organisation)
Trustee selection methods including details of any constitutional provisions	Para 1.25	Trustees can be from user groups, the local community or co-opted. They are accepted by agreement of the trustees.

Charity name	Swarthmoor Reading Room CIO
Other name the charity uses	n/a
Registered charity number	1206082
Charity’s principal address	Swarthmoor Reading Room Park Road Swathmoor Cumbria LA12 0HJ

1 2 3 4 5 6 7 8 9 10	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	John Sherwen	Chair
	Jean Booth
	Anita Watson
	Carol Stringer	Bookings sec.
	Yvonne Athersmith
	Tina Boyle	Secretary
	Margaret Wadey	Safeguarding
	John Metcalfe

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees Signature(s) J G Sherwen Full name(s) John Graham Sherwen Position (eg Secretary, Chair Chair, etc)

Date