## **Trustees’ Annual Report for the period** **From 1[st] Jan 2023 Period start date To 31[st] Dec 2024 Period end date** ## **Charity name: Swarthmoor Reading Room CIO** ## **Charity registration number: 1206082** ## **Objectives and Activities** ||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.**| ## **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|**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.**| ## **Financial Review** |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|| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: The charity’s principal sources of funds (including Para 1.47 any fundraising) Other ## **Structure, Governance and Management** |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.**| ## **Reference and Administrative details** |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**| ||| ## **Names of the charity trustees who manage the charity** |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**|||| |||||| |||||| ## **Declarations** **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** ## |Ircome|||Exnenditure||| |---|---|---|---|---|---| |Rent|t|6,853.00|Cteaning|s|1,075.72| |Grants|t11,148.00||Water|f|24L.96| |Donations|!|755.00|Gas/Etectricity|g|2,306.17| |Fundraising|t|4,139.19|Repairs &maintenance|E|6,786.10| |Interest|E|
115.46|lnsurance|t|7,975.32| ||||Mnsiclicence|f|154.80| ||||Safetylnspection|€|
774.40| ||||Post Box|E|
34.98| ||||NoticeBoard|s|696.38| ||||Sundries|E|
69.97| |TOTAL|t23,010.65|||f14,Lt5.40|| |lncomefortheyear|c|8,895.25|||| |Batanceb/f|t|5,464.93|||| |AvaiLabteFunds|s14,360.18||||| |CurrentAccount|E|2,042.02|||| |DepositAccount|t72,205.74||||| |Cash|t|t72.42|||| |AvaitabteFunds|E14,360.19|||||