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Z| CHARITY COMMISSION FOR ENGLAND AND WALES

Trustees’ Annual Report for the period

From 4° July 2024 To 30° June 2025 Charity name: Carey Hut Charitable Trust

Charity registration number: 1000278

Objectives and Activities

Carey Hall is held upon trust by the charity for the purposes of a village hall for the use of the inhabitants of the Parish of Wareham Lady St Mary, Dorset, without distinction of political, religious or other opinions including use for meetings, lectures and classes and for other forms of recreation and leisure time occupation with the object of improving the conditions of life for the said inhabitants.

Carey Hall is hired out on a regular basis to the following groups: e Short mat bowls e U3A Singing . e Wareham Disabled Club . e Creative Textiles e Sandford and Wareham WI e Carey Crafters e Purbeck Association National Trust e Wareham Visually Impaired and Blind Club e Keep Fit With Karen e Pilates e Phoenix Model Flying Club e Hatha Yoga e Bingo e H&H Care e Keep Fit (Sarah) e Swim Exercise
: e Karate e Sing & Signature e Poole Heart Support Group
Carey Hall is used as a polling station.

It is hired by local people for parties, wakes and wedding receptions.

CHCT’s purpose is beneficial in that Carey Hall provides a meeting place for the community. CHCT’s purpose benefits the community by providing a warm, welcoming, well-lit, accessible, safe space for a great variety of sociable activities at an acceptable cost to the users. The Trustees will keep the hall financially viable and have regard to environmental factors while maintaining and improving the hall’s attractiveness to its users. Additional information (optionai)

You may choose to include further statements where relevant about:

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Policy on social investment na
including program related
investment
yg CHCT has no employees. The Trustees and the
volunteers
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Achievements and Performance

Achievements 2024-2025 BOOKING An arrangement was made with a bouncy castle company so that hirers can combine the booking of the hall and the company. There is a new, regular booking from the Heart Support Group. There was an almost hitchless handover of bookings from Helen to Sue. MAINTENANCE Air-to-air heating / air conditioning was installed. A new noticeboard at the gate replaced the broken one. A thumb lock on the door to the car park made exit possible without a key. We made use of a company to get a good deal on the price of electricity. Slabs were laid in front of the bench where feet scuffed the grass. The outside heating unit got the protection of a cage. The floor was deep cleaned and polished. A new cooker and fridge provided better facilities for hirers. A Fire Safety Officer visited to check our fire safety. FUNDRAISING Table top sales were held on the last Sunday of every month except August and December. Good attendance at Bingo yielded revenue for hall maintenance. COMMUNITY We provided advertizing, the hall, tables, chairs, tea, coffee and entertainment for a VE Day party. Guests provided their own food and donations. We inaugurated a monthly update to regular hirers with news of the hall as well as reminders about conditions of use. TOPS nursery children helped build a bug hotel. CHARITABLE STATUS Application for Hallmark Level 1 had brought our procedures up to standard but having failed to meet the deadline for free accreditation we decided that the minimal discount on the insurance premium did not justify the cost and stress of continuing. We considered converting from a charitable trust to a Charitable Incorporated Organization (CIO) and would like to do this in the future when the committee has more members / time. A ClO reduces the trustees’ liability and is a more generally accepted form of organization nowadays. OTHER The wildlife area has continued to develop with bug houses and hotels, sunflowers, a reptile mat, bramble bank and paths cut through the unmown grass.

	Additional information (optional)	Additional information (optional)
	You may	choose to include further statements where relevant about:
	Objectives:		Achievements:
	Community party to bring local community		VE Day party: 60 people attended
	into the	hall
	Improve the immediate surroundings ofthe		Annualswere planted and watered in the
	hall		beds by the front door, the grasswas
			regularly mown
	To develop the wildlife area		5 bug houses, 2 bug hoiels, a reptile mat, a
			bramble bank and sunflowers were installed.
			Paths were cut through unmown grass. It
,			was visited byjudges from South and
			Southeast Britain In Bloom
	Toreplacethe storage heaterswith a more efficient system.		H2 Ecoremoved the storage heaters, installed air-to-air heating / airconditioning in
			the main hall and panel heaters in the lobby
			and toilets on 16"-18" July.
	Objectives: To maintain / increase the level of hiring		Fundraising Week day bookings in 4 weeks in June 2025
			used 46 out of60 sessions. Assome groups
			meet once a month, it is not always possible
			to fill the same session on otherweeks in the
			month. Weekend bookings are irregular so
			that the hall is available for local people.
	Fundraising		Table top sales were held on the last Sunday ofeach month apart from August
			and Decemberwhen itwas considered that
			they would not be worthwhile.
			Attendance at Bingo on Friday afternoons
	Publicity		wasgood providing revenuefor hall maintenance.
			Carey Hall was publicised onWareham
			community facebook page as well as its own
			facebook page and website.
			Posts appeared in the Whats On feature in
			the Gazette fortable top sales and theVE
			Day party.
			There was a small article in the Love It Local
			magazine.
	Objectives To aim to increase the reserve to at least		Investment The reserve is held in a Barclays savings
	£25,000, initially£22,000 bytheend ofJune	accountwhich gives little interest but has
	2025.		minimal risk. The balance on 23.06.25was £24 434 which included money reserved for
			replacing the coving as part ofthe heating
			project.

Financial Review

Review ofthe charity’s	The charitywas in a healthy financial position attheend of
financial position attheend	June2025 buttherewerefewweekend bookings forthe
ofthe period	summer and there would be no hire income forthe closed 2
	weeks up to theAugust bank holidaywhen there would be
	extra expenditure forwork and materials. The committee
	resolved to increase the hall for hire advertizing.
Statement explaining the	We achieved £22,000 ofreserve byend ofJune 2025,
policy for holding reserves	working towards £25,000.
stating why they are held
Reasons for holding zero	n/a
reserves
Details offund materially in	n/a
deficit
Explanation ofany	Insurance cover£750,000
uncertainties about the
charity continuing as a going
concern

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal
any fundraising)	Car boot/table top	sales:	£7¢U-
.	Bingo afternoons:	f{ lbSii.
Investment policy and
objectives including any	nla
social investment policy
adopted				:
Adescription ofthe principal risksfacing the charity		Anythingwhichwould preventthe hall being hired out. Thecostofmaintaining the buildingwould continue
	withouttheincome.

Structure, Governance and Management

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	Description ofcharity’s
		trusts:
	Type ofgoverning document	Trustdeed
	How is the charity	Charitabletrust
	constituted?
	Trustee selection methods	Trusteesare elected attheAnnualGeneral Meeting.
	including details ofany Each organisation which regularly hires the hail will be constitutional provisions e.g.	notified oftheAGM. Each Trustee signs toacceptand election to post orname of act in the trusts ofthe deed. Anyonewho is bankrupt or
	any person orbody entitled	has an arrangementwith creditors is disqualified.
	to appoint one or more
	trustees

Additional information (optional) You may choose to include further statements where relevant about:

|Policies and procedures
adopted forthe induction and |Each trustee isgiven theTrustDeedsandCC3 “The
training oftrustees
Essential TrusteeWhatYou NeedToKnowandWhat
You Need To Do”.|Policies and procedures
adopted forthe induction and |Each trustee isgiven theTrustDeedsandCC3 “The
training oftrustees
Essential TrusteeWhatYou NeedToKnowandWhat
You Need To Do”.| |---|---| |The charity’s organisational
structure and anywider
network with which the|The committee officers, Chair, Vice-chair, Treasurer,
Booking Secretary, Secretary are elected attheAGM.| |charityworks||

Reference and Administrative details

	Carey Hut Charitable Trust
Othernamethe chartyuses
Registered charity number	1000278
Charity’s principal address	Carey Hall
	Mistover Road
	Wareham
	BH204BY

Names of the charity trustees who manage the charity

1[M a fnC o tn [Char | COC CS Booking Secretary to February 2025 2feel san Rc 4| Julie Bradshaw [Secretary | | 4 ees Paes ee ee Bf a Pe Pe On a 5 N,N 2 a SP, OESE SG AOO CG ep Wes QO ) a A NY 2 Corporate trustees — names of the directors at the date the report was approved | [Directormame (S(O ae GO(ne nnens ee a Name of trustees holding title to property belonging to the charity ee ee ee QO en eee eee ere eee eee ee eS eee Pee eee ee

Description of the assets n/a held in this capacity

Funds held as custodian trustees on behalf of others

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||||||| |---|---|---|---|---|---| |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|

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Additional information (optional)

Names and addresses of advisers (Optional information)

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|||||| |---|---|---|---|---| |Type|of adviser|Name|Address| |Dorset Community|Caro|Hart|noreply|@notify.thinkific.com| |Action| |Dorset Community|_|Jamie|Oakey|‘| jamie@dorsetcommunityenergy.org.uk| |Energy|

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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

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; 4 — Position (eg Chair,Secretary, etc)| °°des “SE73 pases TART {A | ()Y CHAIR Date G wer Ad

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