Trustees’ Annual Report for the period
From 01 April 2020 Period start date To 31 March 2021 Period end date
Charity name: Hillstown Miners Welfare Trust
Charity registration number: 520546
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The provision of recreational facilities for the benefit of the inhabitants (and in particular, but not exclusively, such of the said inhabitants as are members of the mining community) of the area of benefit without distinction of political, religious or other opinions with the object of improving the conditions of life for the said 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 main focus of activity is the day to day running and upkeep of the Hillstown Village Hall and associated sports facilities for the benefit of the local community and the wider general public. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In planning our activities for the year we keep in mind the Charity Commission’s guidance on public benefit at our Trustee meetings. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policy on social investment including program related investment |
Para 1.38 | |
|---|---|---|
| Contribution made by volunteer |
Para 1.38 | |
| 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 | The premises were closed for a number of months due to the various COVID-19 lockdowns and therefore rental income was severely affected however the charity was eligible for Government Business Support Grants which aided cash flow. The temporary closure of the premises enabled building works to be undertaken to clad the Village Hall building and fit a new roof. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Most of the income generated is applied to the upkeep and running costs of the Village Hall and sports facilities. Grants are sought for any major projects/improvements. The charity has a healthy surplus at present. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | £65,000 is held in reserve at all times |
| Amount of reserves held | Para 1.22 | £65,000 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 |
Other
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 | Unincorporated |
| 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 | Trustees are appointed/reappointed every one to four years at the Annual General Meeting held in August/September. |
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
| Charity name | Hillstown Miners Welfare Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 520546 |
| Charity’s principal address | Willow Grange Main Street Scarcliffe Chesterfield S44 6TD |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| John King | Chair | |||
| Kevin Bates | Secretary | From Oct 2020 | ||
| Alison James | Treasurer | |||
| Martin Wilkinson | Trustee | |||
| BeverleyCrofts | Trustee | |||
| Helen Andrews | Trustee | |||
| Peter Coombs | Trustee | From Nov 2020 | ||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| ames and addresses of advisers (Optional information) | ames and addresses of advisers (Optional information) | ames and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Solicitor | Foys | 31 Mill Street, Clowne |
| 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) J F King Full name(s) JOHN FRANKLYN KING Position (eg Secretary, CHAIR Chair, etc) Date 13/09/2021
Hillstown Miners Welfare Trust
1st April 2020 - 31st March 2021
| INCOME | EXPENDITURE | Balance b/fwd 31.03.20 | £29,540.64 | ||
|---|---|---|---|---|---|
| Bank Interest | £44.89 | Insurance | £2,626.57 | Income | £70,646.96 |
| Room Hire | £4,867.00 | Electricity (Bowling) | £73.92 | Expenditure | £30,450.01 |
| Gas (Village Hall) | £1,168.27 | Balance c/fwd | £69,737.59 | ||
| Grants (Restricted) | Electricity (Village Hall) | £2,459.05 | |||
| Duke of Devonshire Trust | £8,000.00 | Water | £441.51 | ||
| Foundation Derbyshire | £2,000.00 | Cleaning Supplies | £108.95 | ||
| Lottery Covid 19 Response | £9,555.00 | Maintenance | £1,714.03 | ||
| Derbyshire CC (Public Health) | £2,000.00 | Equipment | £6,583.36 | Cash at bank as at 31.03.21 | £70,100.83 |
| Postage/Stationery | £55.81 | Petty Cash as at 31.03.21 | £15.74 | ||
| Other Grants | Grass cutting | £1,048.62 | Uncleared cheque | -55.25 | |
| Business Support | £39,338.42 | PRS for music | £477.20 | Uncleared cheque | -265.42 |
| Job Retention Scheme | £4,373.20 | Grant Spending | £4,014.09 | Uncleared cheque | -73.31 |
| Phone/Broadband | £299.44 | Uncleared receipt | £15.00 | ||
| Waste collection | £870.02 | £69,737.59 | |||
| Salaries | £8,055.68 | ||||
| Misc | £468.45 | Misc | £453.49 | ||
| Total | £70,646.96 | £30,450.01 | |||
| Net Profit/Loss | £40,196.95 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of HILLSTOWN MINERS WELFARE TRUST On accounts for the year ended 31 MARCH 2021 Charity no (if any) 520546 Set out on pages Respective responsibilities of trustees and examiner The charity's trustees are responsible for the preparation of the accounts in accordance with the Charities Act 2011 ("the Act"). The charity's trustees consider that an audit is not required for this year under section 144 of the Act and that an independent examination is needed. It is my responsibility to: examine the accounts under section 145 of the Charities Act, to follow the applicable Directions given by the Charity Commission (under section 145(5)(b) of the Act, and to state whether particular matters have come to my attention Basis of independent My examination was carried out in accordance with general Directions given examlnerfs statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual rtems or disclosures in the accounts, and seeking explanations from the trustees conceming any such matters. The procedures undertaken do not provide all the evidence that would be r&wired in an audit, and consequently no opinion is given as to thher the accounts present a 'true and fairf view and the report is limited to those matters set out in the statement below. IER October 2021
Independent In connection with my examination, no material matters have come to my examiner's statement which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements conceming the form and content of accounts set OLrt in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets rf they do not apply. Signed: Date: 10 21 Name: JANET MAY Relevant professional qualification(s) or body (if any): Address: 2 KIBWORTH CLOSE HASLAND CHESTERFIELD Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). IER October 2021