2021-12-31-accounts

Trustees' Annual Report for the period

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Period start date Period end date
01 01 2021 31 12 2021
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Section A Reference and administration details

Charity name Bury Athenaeum

Other names charity is known by

Registered charity number (if any) 521057

Charity's principal address Moss Street Bury Lancashire Postcode BL9 0DF

Names of the charity trustees who manage the charity

Dates acted if not for Trustee name Office (if any) whole year Kathleen Bray President 1 2 Philip Kos Vice-President Hon. Secretary 3[Edgar ] Glucksman 4 Janet Gander Hon . Treasurer 5 Andrew Gill 6 Geoff Brown 7 Tony Sargeant

Name of person (or body) entitled to appoint trustee (if any)

Elected annually by the body of the membership as a whole

Ditto

Ditto Ditto

“ “ “

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• 8 Robert Sloss

• 9[Pauline ] Standbridge

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• 10 David Thomas

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11 Kathleen Tonks

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• 12 Michael Walsh

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• 13 Tom Wilson

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Chair of Holding 14[Neville ] Edmondson Trustees 15 Joan Abbott Holding Trustee 16 David Peters Holding Trustee 17

Elected by the Holding Trustees

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18

19

20

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Neville Edmondson – Holding Trustee Richard Moss – Holding Trustee Susan Woods – Holding Trustee

Names and addresses of advisers (Optional information)

Type of adviser Name Address

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

Section B Structure, governance and management

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Description of the charity’s trusts

Type of governing document

Trust Deed supplemented by a Constitution

• (eg. trust deed, constitution)

Unincorporated Charitable Trust How the charity is constituted

• (eg. trust, association, company)

Elected annually by the membership Trustee selection methods

• (eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to 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.

Section C Objectives and activities

The charity’s objective is the diffusion of knowledge for the moral, intellectual and cultural benefit of the residents of Bury and its vicinity.

Summary of the objects of the charity set out in its governing document

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To meet the objectives , the charity facilitates a number of different activities. These currently include bridge, diverse board games, embroidery, philosophy, creative writing, Scrabble, crossword puzzle, German classes, Creative writing, conversational French, an archaeological group and a widows association. The charity actively seeks to expand the number of available activities. Each year ( dependent on the deemed level of any surplus income ) the Trustees also make available funds for grants to other local charities which broadly meet its own charitable objectives.Over the years , many different local charities have benefitted from grants.During each year, specific charity events are organised where the proceeds go Summary of the main activities to nominated local charities. undertaken for the public The charity is run entirely by volunteers. 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)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

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Section D Achievements and erformance p

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Section D Achievements and erformance p

Following the easing of some Covid restrictions, the organisation began Summary of the main to cautiously open up the venue to some of its range of activities from July achievements of the charity 2021.This was subject to a series of health and safety protocols during the year concerning issues such as the wearing of face masks, hand sanitising, proof of vaccination etc. The safeguards were identified as a result of a formal risk assessment process. Some of the precautions were gradually eased as the year progressed. Toward the end of the year, a large number of the normal activities had been successfully re-instated , providing a valuable external outlet for over 350 Bury residents. A decision was made to defer until 2022 the award of grants to qualifying local charities. This was to allow time for a better appraisal of the charity’s on-going financial position.

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Section E Financial review

Brief statement of the charity’s policy on reserves

Via its Holding Trustees , the charity has ownership of a Grade2 listed building , which dates back to the mid 19[th] century. Maintenance costs for such a building are potentially very high and accordingly the charity hold significant reserves to ensure that all potential future contingencies can be met in full. For example, in recent times asbestos has had to be removed from a cellar area, outdated toilet facilities revamped and the fire alarm system overhauled .The total cost from these items alone was over £26,000.Possible significant ( and costly) work on the roof of the building is foreseen in coming years

Details of any funds materially 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);

The charity’s principal sources of income are annual membership fees together with additional fees associated with participation in individual activities.

At their discretion, the Trustees can waive fees for young people and those experiencing hardship.

• There was a major reduction additional fees resulting from the closure of the venue.

• how expenditure has supported the key objectives of the charity;

• investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Janet Gander Position (eg Secretary, Honorary Treasurer Chair, etc) Date 21/10/2022

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Our Constitution does not require us to have an examiner’s/auditor’s report. Our accounts are prepared using SAGE. They are checked by a retired Bank Manager. His comments were that the accounts were very well prepared ,easy to check and all in order