2025-10-31-accounts

Trustees' Annual Report for the period From Period start date To Period end date 1 11 2024 31 10 2025

Section A Reference and Administration Details Charity name Troutbeck Institute Other names charity is known by Registered charity number (if any) 226929 Charity's principal address Robin Lane Troutbeck Windermere, Cumbria Postcode LA23 1PF

Names of the charity trustees who manage the charity

	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
1	Mrs G Eshelby	Vice Chair Interim Chair	26/6/24 - 6/7/25 7/7/25 - 13/3/26
2	Mr E.A. Mitchinson	Chair (resigned 30/6/25) 26/6/24 - 30/6/25
3	Mrs M.A. Jackson	Treasurer
4	Mrs M Liddell
5	Mrs J. Cochrane
6	Miss. S. Black
7	Mrs S. Duffy	Secretary	Retired as Secretary & Trustee 17/3/25
8	2 current vacancies

	Names of the trustees for the charity, if any, (for example, any custodian trustees)	Names of the trustees for the charity, if any, (for example, any custodian trustees)	Names of the trustees for the charity, if any, (for example, any custodian trustees)	Names of the trustees for the charity, if any, (for example, any custodian trustees)
	Holding Trustees			Dates acted if not for whole year
	Mrs M Liddell
	Mrs J. Cochrane
	Miss S. Black
	Mr E.A. Mitchinson
Names and addresses of advisers (Optional information)
Type of adviser		Name	Address
Legal Adviser		Mr S. Oxley
Accountant		Mr D. Fell

1 March 2012

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Name of chief executive or names of senior staff members (Optional information)

N/A

Section B Structure, governance and management

Section B Structure, Governance and Management

Description of the charity’s trusts

Conveyance and Trust Deed dated 13 December 1893. Type of governing document (eg. trust deed, constitution) Charitable Trust comprising an unincorporated Association governed by a How the charity is constituted Trust deed. (eg. trust, association, company) The management of the charity is vested in a Committee of 14 qualified Trustee selection methods persons (8 Trustees and 6 representative members) known collectively as (eg. appointed by, elected by) ‘the Committee’. Members are appointed in line with the provisions in the Constitution. New appointments are approved at the annual Vestry Meeting of the PCC (in May) for the election of churchwardens by qualified parishioners of the Consolidated Chapelry of Troutbeck. There is no time limit on Trustee appointments. Committee members are elected for a 2 year term and stand for re-election (if they wish) at the end of the period.

Additional governance issues (Optional information)

Youmay chooseto 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.

Induction and training - includes Charity Commission guidance (e.g. Role of Trustees, Public Benefit, other key information, Charity Commission Newsletters); Institute policies e.g. Health & Safety; Safeguarding: Equality, Diversity & Inclusion etc; and ACRE guidance. Organisational structure - the charity is run by a Committee of 8 Trustees and 6 other Committee members (known collectively as ‘the Committee’) and by its elected officers (chosen from the Committee) e.g. Chair, Treasurer and Secretary. Since November 2024 the Institute has been a supporter (member) of ACTion with Communities in Cumbria (ACRE Network). Income and expenditure are reviewed at every Committee meeting. Robust procedures are in place to identify and manage risk.

Section C Objectives and activities

Section C Objectives and Activities

2 March 2012

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Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The Trustees operate the Institute as a true village hall, holding numerous functions in accordance with the general object in the Constitution of ‘promoting the religious, moral, social and intellectual welfare and rational recreation of the inhabitants of, and visitors to, Troutbeck and their friends’. (As outlined in the Constitution within the Trust Deed 1893).

All Trustees and members of the Committee have regard to the guidance issued by the Charity Commission on Public Benefit. All our activities are undertaken for public benefit. The Institute is the community hub of the village, providing a wide range of activities. It improves access to services e.g. weekly Post Office outreach service. The Institute is the venue for a wide range of activities e.g. social events, village fairs, badminton, Tai Chi, WI, Christadelphians, domino drives, presentations etc. It is used by a wide variety of groups for meetings e.g. Parish Council, National Trust, Institute Committee, United Utilities etc. All of these have direct benefits for our community. It is the venue for the Parish Harvest supper, the Children’s Christmas party and is frequently used for birthday/other parties, funeral teas etc. It is also the venue for the annual Duck Race with a Difference and the Institute AGM.The building also includes the small village shop and tearoom. Since early October 2025 the Institute has been our Emergency Hub. This has strengthened community resilience and provides reassurance to our residents (many of whom are elderly and vulnerable) that they will be supported in power outages and other emergency situations.

Additional details of objectives and activities (Optional information) You may choose to include further statements, where relevant, about:

We do not give grants to individuals or groups.

We have no paid staff. Volunteers (Troutbeck residents, members of the Committee and its subgroups) organise and run events and activities for the benefit of the community in line with our charitable objectives.

• policy on grantmaking;

• policy programme related investment;

We are grateful for the many hours volunteers spend running the charity, organising and running events, and helping to raise funds. Without their contribution and commitment we would not have been able to achieve so much.

• contribution made by volunteers.

March 2012

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3

Section D Achievements and performance

Section D Achievements and Performance

Summary of the main achievements of the charity during the year

Troutbeck Institute is the community hub and heart of the village, providing the venue for activities and events for the residents of the village, their friends, visitors to the village, and the inhabitants of the parish. Major achievements of the charity during the year include: two successful bids for grant funding totalling £17,000 (£15,000 from Cumbria Community Foundation ENWL Storm Arwen Community Resilience Fund and £2,000 from Westmorland and Furness Council) to provide a standby generator; minor grant funding for other small projects; increasing the number of people using the Institute and increased public benefit.

Since October 2025 the Institute has been a designated Emergency Hub in power outages and other emergency events and is registered as such with the Local Resilience Forum (LRF). Residents (both permanent and those with second homes in the village) and visitors (e.g. those staying in holiday cottages) can access the hub for warmth, hot drinks, cook food, charge mobiles, torches, laptops etc. and have companionship in emergency situations e.g. power cuts. Our standby generator, funded by two grants totalling £17,000, plus a small contribution from our own charity reserves, was installed in early Oct 2025. This is a very welcome - and much needed - addition to what we can offer to our community. It has strengthened community resilience and public reassurance.

The Institute is used as a food station for a range of sporting activities which pass through the village and attract locals and visitors e.g. the LAP (twice a year) and the 13 Valleys. It also provides drinking water for the many walkers, runners and cyclists who pass through the village.

Over the last 12 months the number of people and groups hiring our hall has increased. We have raised the profile of the hall and have increased footfall.

Approximately 4,500 people used the Institute over the 12 month period. Approximately 25,000 people used the tearoom over the same period. Over the last 12 months we have reviewed and updated all our policies to ensure we continue to operate safely. We have strengthened our governance; established a series of subgroups to drive forward key pieces of work; and increased our capacity and capability as a charity.

Section E Financial review

Section E Financial Review

Brief statement of the charity’s policy on reserves

The Institute Committee has a robust Financial Control and Reserves Policy. A reserve of £10,000 has been agreed to cover insurance and running costs. The reserve is reviewed annually.

March 2012

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4

Details of any funds materially None in deficit

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.

Our principal sources of funds are: income from hiring of the hall by groups and individuals; rent from the village shop and tearoom (housed in the Institute building); fundraising e.g. from Spring and Christmas Fairs and other activities; donations; and grants for specific projects and hall improvements.

The charity raises funds to cover insurance, utility bills, heating, upkeep of the hall and the holding of functions in line with its objectives. All funds are used to maintain and improve the Institute as a community venue and encourage its use by groups and individuals.

All expenditure is used to support the key objectives of the charity. There are no staff costs.

We do not have any investments or investment policy. Our bank has a strong community and ethical focus.

Section F Other optional information

Section G Declaration

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) G. Eshelby Full name(s) Gillian Eshelby

M.A. Jackson

Maureen Anne Jackson

Position (eg Secretary, Chair, Chair Treasurer etc)

Date

30 June 2026

5 March 2012

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CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For th ptriod To Section A Receipts and payments Unrgstrbct8d fund• Restricted fund8 Endowrnent fvn(1s Totsl funds La•t y••r tolh• Mam•t t w••¢¢ J U wv•Bt£ to trh• Th•ar•￿£ A1 R•e•l Room Hirt Tea Rooom rert Spnn Duck Rece Chnslrna5 F4ir Other Fund R81 Donabon5 Gr8nts 5,320 4,152 1,108 1.921 1.616 43 &7 18,41Q 5.700 18,410 ub tot•l(Gross income lor AR) 39,6J4 39.6J4 12,650 A2 A8••t and Imi#tm•nt •ah. Isoe table). Sub toL91 39.834 39,634 12,686 A3Pa J81 Jsi 214 Wal8r In8ui8nc Aepairs. M8inien8nc•, C*ani Garden Tree Su 750 1158 3,314 780 2.1 6,J14 •9S 917 20,42S 8J6 I).TB3 917 Generator Sub totsl 31019 31019 17W1 A4 Asset and Investm•nt purehas••, l••¢ tsbl•l Sub total 32.019 31019 17,481 Net ofrncelpts/{wymentsJ AS Transfern between fundg A6 Cash funds last year end Cash fund8 thls Y￿r4nd 7.615 7.6tS 4,82 17.866 25,470 17.855 2S.470 22,U1 17.855 CCXX R1 accaunts ISSI

Section B Statement of assets and liabilities at the end of the period fun(l• funds B1 Cash funds 2fjA70 24470 fundB fvnd• OLta*l$ CuTh•nt vNIu• Dè4all:; Fur•1 b) WIWI Cury•nt ¥ilu• Dptat5s B4 Assets retalned lor the charlty's ¢)vm u¥0 B5 Llabilltie Signod by ong or truste•s on behalf ol all the IrusiEes Date of roval Pn"rrt Nam• . E<Kdb . L6HELDY CCKK R2 accounte ISS)

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Report to tha trustsasl members of On accounts for the year ended 31 October 2025 Charity no (rf anyl 226929 S•t out on pages This page only. I r8POrt to the trustees on my examinatson of the a￿unIS of th8 above Charity (Ihe Trusf) for the year ended Responsibllities and As the chanty bwsiees of the Trust, you are responsible for the preparation basls of report of the accounts in accordan￿ Wlth requirements of the Charities Act 2011 (kne Acr>. I repc#l in resp￿1 of my examinalion ol Ihe Trust's accounts carried out under section 145 of the 2011 Act and in Carr￿ng out my examination. I have foKowed the apFAicable Diredions given by the Charlty Cornmission under sethon 145151{b) of th8 Act. I have completed my examlna11￿. I ccA)fim) that no materlal matter5 have come to my attenlion in connecticrt with the examination vthich gv8s me rause lo believe that in, any material respect: a¢￿unts.ng records were not kept m accord￿¢9 wilh section 130 of lh8 Act or the accounts do not accffll with Ihe 3￿ntIng records Indopendent examlnerfs ststement I have no concems aid have acrr)ss ￿ olher matter5 in connec￿n with the examination to which attenth)n ShO￿d be drawn in order to enable a proper understanding of the acc%)unts to be reached. ' Please delet8 the wcyds in Ihe bTr¢kets rflhey do not apply. Slgnod: Paul Parry Relevant profe￿10n qualificatlon(s) or body (11 any}: ICPEW Membershlp Number 6454082 Addreu: Birkkek 6 Holbed( Ckise Windenwe Cumbria LA23 1 NA IER October 2018