2022-03-31-accounts - The Barmoor 1982 Trust

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Trustees’ Annual Report

for the period from 1 March 2021 to 30 March 2022

Charity name: Barmoor 1982 Trust

Charity registration number: 513221

Objectives and Activities

The aims and objectives of the Charitable Trust is to provide a centre for religious studies and prayer, for education of all kinds, and such other charitable objects as from time to time be thought fit, such as

to provide study groups, work camps and other gatherings organised by the Religious Society of Friends
to provide opportunities for meetings by other religious groups for study
to provide holidays through their organisations for the physically or mentally disabled or socially disadvantaged
to provide opportunities for meetings by universities, schools and other groups
in educational processes
to provide opportunities for meetings by groups for the purposes of furthering religious study, prayer and fellowship
to make donations to other charities with similar objectives.

Main activities. The trust manages a large house (Barmoor) and lets it to groups to enable them to fulfil their own charitable purposes, as set out in the governing document.

The house provides good accommodation on a mutual care and self-service basis in an ideal location for educational, spiritual, health related groups.

The hire charge is set as low as possible to allow a range of charitable groups to use the house and to benefit from a stay.

Public Benefit . The main activities of the Trust are undertaken with full regard to the Charity Commission’s guidance on Public Benefit.

Contribution made by volunteers. The trustees give their time to the Trust both for preparation and participation in meetings and such other activity needed to maintain the Trust’s function.

Achievements and Performance

The main achievements of the charity. Use of Barmoor has resumed after the severe restrictions imposed for the Covid-19 pandemic. Users have commented how helpful the ambience has been for those who have suffered during that period. Weekend bookings have full during the open season with a moderate level of booking during mid-week booking periods. Charities using Barmoor have had a range of religious, cultural, educational, health and social purposes.

Users continue to report pleasure and satisfaction at the type of facilities offered, with appreciation that the quiet environment of Barmoor facilitates their activities. A high proportion have requested repeat booking for the year to follow.

Financial Review

The charity’s principal sources of funds are the hire charges paid by users. These are kept as low as possible, but to cover the costs year on year. They are reviewed annually with increase guided by the rate of inflation. For a small number of vacant periods when no charitable letting has been requested the property has been let at a commercial rate to other groups. The extra income from these lettings is used to keep the charitable rate as low as possible.

Review of the charity’s financial position at the end of the period. The earlier legacy has given us a cushion during the uncertainties of Covid, with no need to seek other charitable income at this time.

Policy on Reserves The policy has been agreed that the minimum reserve should continue as £30,000. This is deemed appropriate to meet cost of unexpected events and fluctuations in lettings.

Investment policy and objectives for our reserve and short-term holding is focussed on low risk and accessibility of a mixed portfolio of ethical investment.

The principal risk facing the charity has been the uncertain effect of the Covid-19 pandemic. Use of the building has now recovered, and we believe the charity is secure as a going concern, and that use of the facilities continue to be of great benefit as sections of society recover.

Structure, Governance and Management

The trust is governed by a Trust Deed, constituted as an unincorporated association. Managing Trustees serve on rotation, appointed by Tenant Trustees or the Kirkbymoorside Preparative Meeting of the Religious Society of Friends. The Trust has strong historical association with that society, but is not formally linked. New trustees receive copies of the constitution, operating rules, recent annual accounts and report, and links to the Commission’s website for information on the responsibilities of trustees. The trustees meet formally twice a year with interim meetings online between and as needed. A local management group takes responsibility for any day to day supervision that is needed on the site.

The building is owned by a separate non-charitable trust, which lets the property to the Barmoor 1982 Trust which is responsible for maintenance and upkeep. A rolling maintenance schedule is based on advice following quinquennial survey by LHL Ltd.

Small works are undertaken by known local contractors with any major works going to tender.

The trustees maintain a risk register reviewed annually, covering operational, financial, external, compliance and governance issues.

Reference and Administrative details

Charity name The Barmoor 1982 Trust Other name the charity uses Barmoor Registered charity number 513221 Charity’s principal address 11 Church Wood Avenue [Secretary] Leeds LS16 5LF

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Name of person (or body) entitled to appoint trustee
Richard Evens	Vice-chair	Tenant Trustees
Claire Harvey		Tenant Trustees
Grace Jepson		Tenant Trustees
Louise Mudd		Tenant Trustees
Megan Rowlands	Secretary	Tenant Trustees
Stephen Rowlands	Chair	Tenant Trustees
Jennifer Rowntree		Tenant Trustees
NellyTrevelyan		Kirkbymoorside Local Meeting
LucyWhite	Treasurer	Tenant Trustees
David Worth		Kirkbymoorside Local Meeting

There are no Corporate trustees. None of the trustees hold title to property belonging to the charity.

Names and addresses of advisers

Property Survey	LHL Group	The Chocolate Works Bishopthorpe Road York YO23 1DE

Declarations

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

Signed on behalf of the charity’s trustees

Signature Full name Lucy White Position Treasurer Date 24/01/2023

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