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2021-03-31-accounts

PICKERING WAR MEMORIAL CHARITABLE TRUST.

Registered Charity No 1045498 The Memorial Hall, Potter Hill, Pickering, YO18 8AA Annual Report March 2021.

Trustees: T.Boardman (Chair), A.N. Danks (Treasurer),Mrs M. Danks Secretary), D.Goodliffe, Mrs J. Haighton, Mrs J. Lovejoy, Mrs M. Lowe, A. Smith, Rev. A. Wright.

The trustees are appointed annually by the people of Pickering to whom the Hall belongs. We continue to look for suitable local people as new trustees.

The trustees manage and direct all activities undertaken at the Hall supported by a small team of staff.

Below is a synopsis of the year's activities and performance. The Hall has no outstanding debts and has no funds held as custodian trustee.

Overall a surplus of £35,104 was made, against £3,396 last year. At the end of the year the Hall's reserves had increased from £66,368 to £101,472. As shown below, however, these two figures have to be taken with a great deal of caution.

Income: Although total income for the year is up by 55% on last year to £82,509, Room hire is down by 85% to £4,391. Income from Whistler is down by 84% to £2,494, Mill is also down by 84% to £1,501 and Beckett by 87% to £396.

Fund Raising/Donations This combined figure is obviously much reduced as there was no fund raising at all this year and last year we had a generous donation from the Jazz Festival. Rental income has decreased this year by 12% to £13,632 but is still 2% more than two years ago as we have maintained 100% occupancy rates. Book Sales. Not surprisingly, a 73% reduction to £334.

Friends. Although there was another slight reduction in the number of friends, to 35, there was a further small increase in renewal fees/donations from £710 to £750.

Expenditure: Total expenditure for the year is £47,405, down just 5% on last year. Renewals & Maintenance: has increased from £6,439 to £10,573. Over the past two years no major items of expenditure have occurred but this year the front doors have been replaced (£2,640) along with upgrading some toilet facilities and finishing off the general redecoration of the Hall.

Insurance & Utilities: A 20% overall reduction has been achieved but in view of the much lower occupancy rate this year a reduction here is not too surprising.

Conclusion: Obviously, at first glance, this year's result is excellent. However, without government assistance, by way of grants and furlough, the result would have been very different! Instead of the above surplus, there would be a deficit showing in the region of £27,000.

Future prospects: Obviously these are not particularly good.

I think next year could prove to be very difficult. Assuming the overall position regarding covid does not deteriorate alarmingly it is most unlikely that we will again be ordered to close and thus there will be no more government support. On the other hand, early signs are that several of our regular clients are not rushing back. Some of the leisure groups have indicated that they will resume in September but of course others, particularly non-leisure related, may keep to remote meetings in the future.

However, with our stronger reserves, and our ability to retain our excellent staff, I am confident that the Hall is in a viable position to continue its service to the people of Pickering for the next few years..

AN.Danks. Treasurer. 5 January 2022

1

PICKERING WAR MEMORIAL HALL CHARITABLE TRUST

Registered Charity Number

1045498

Year ended 31 March 2021

Statement of Income and Expenditure

ACCOUNT FOR PERIOD

Year ended 31 March 2021 Year ended 31 March 2021 Year ended 31 March 2021 Year ended 31 March 2021 Year ended 31 March 2021 31 March 2020
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total
£ £ £ £ £ £
Operating Income
Rent 13,632 13,632 15,412
Whistler 2,494 15,495
Mill 1,501 9,211
Beckett 396 2,971
Room hire 4,391 4,391
CateringReceipts 456
Fund Raising 5,196
Donations 1,646 1,646 2,469
Sales-Books & Pens etc 334 334 1,245
Sundries 593
Bank interest 24 24 101
Grants/Furlough 62,482 62,482
Total Income 82,509 0 0 82,509 53,149
Operating Expenditure
Wages 5,623 5,623 6,411
Insurance & Utilities 12,933 12,933 16,367
Staty/Post/Telephone 1,146 1,146 1,186
Renewals & Maintenance 10,573 10,573 6,439
Fees & Licences 1,249 1,249 1,280
CateringExpenses 318
Equipment Purchase 281 281 3,310
SundryExpenditure 42
Hall Management 15,600 15,600 14,400
Total Operating Expenditure 47,405 0 0 47,405 49,753
Net Operating Income/(expenditure) 35,104 35,104 3,396
Non-operating Expenditure
Net Cash Inflow/(outflow)
Cash balance brought forward 66,368 66,368 62,972
Cash balance carried forward 101,472 0 0 101,472 66,368

NOTE 1

All funds held by the Pickering War Memorial Charitable Trust are unrestricted funds. There are no funds which fall to be treated as restricted funds or endowment funds.

PICKERING WAR MEMORIAL HALL CHARITABLE TRUST

Registered Charity Number

1045498

Year ended 31 March 2021

Statement of Assets and Liabilities at 31 March 2021

31 March 2021 31 March 2021 31 March 2021
Unrestricted
Funds
Restricted Funds Endowment
Funds
£ £ £
Cash Funds
Current Account 11,272
Deposit account 90,000
PettyCash 200
101,472
Unrestricted
Funds
Restricted Funds Endowment
Funds
£ £ £
Other Monetary Assets Nil
Fund to which
asset belongs
Cost Current Value
£ £
Investment Assets
Fund to which
asset belongs
Cost Current Value
£ £
Assets Retained for the Charity's own use
Fund to which
liability relates
Amount due When due
£
Liabilities

NOTE 2

The Pickering War Memorial Hall is owned by Ryedale District Council on behalf of the people of Pickering. It is managed on their behalf by the Pickering War Memorial Hall Charitable Trust.

NOTE 3

The introduction of COVID-19 restrictions by the UK Government has had a significant impact on the operation of the Memorial Hall. The Hall was closed to external bookings for much of the period between 23 March 2020 and the enfd of the accounting period. For the periods where it has been possible to open, the number of bookings was very low due to the ongoing COVID-19 restrictions around gatherings. This had a significant adverse effect on the Hall's income for the period ended 31 March 2021 and continues to do so for the subsequent accounting period.

The Trustees applied for grants from Ryedale District Council under the Small Business, Retail, Hospitality and Leisure Grant Scheme put in place by the UK Government. The Trustees were advised by Ryedale District Council that the Council had assessed the Charity's entitlement to monies under this scheme based on rates bills issued to the Memorial Hall by the Council. During the current year, Ryedale District Council awarded £59,431 to the Charity under the above scheme. In addition the Trustees placed certain staff on furlough and during the year claimed £3,051 under the Government's Job Retention Scheme.

The Trustees continue to closely monitor the cash flow position and are satisfied, given the grants and cash reserves, that the Charity should be able to meet its debts as they fall due over the next 12 months.

These accounts were approved by the Trustees on 5 January 2022 and signed on their behalf by AN Danks (Treasurer)

PICKERING WAR MEMORIAL HALL CHARITABLE TRUST

Registered Charity Number

1045498

Year ended 31 March 2021

Statement of Income and Expenditure

ACCOUNT FOR PERIOD

Year ended 31 March 2021 Year ended 31 March 2021 Year ended 31 March 2021 Year ended 31 March 2021 Year ended 31 March 2021 31 March 2020
Unrestricted
Funds
Restricted
Funds
Endowment
Funds
Total
£ £ £ £ £ £
Operating Income
Rent 13,632 13,632 15,412
Whistler 2,494 15,495
Mill 1,501 9,211
Beckett 396 2,971
Room hire 4,391 4,391
CateringReceipts 456
Fund Raising 5,196
Donations 1,646 1,646 2,469
Sales-Books & Pens etc 334 334 1,245
Sundries 593
Bank interest 24 24 101
Grants/Furlough 62,482 62,482
Total Income 82,509 0 0 82,509 53,149
Operating Expenditure
Wages 5,623 5,623 6,411
Insurance & Utilities 12,933 12,933 16,367
Staty/Post/Telephone 1,146 1,146 1,186
Renewals & Maintenance 10,573 10,573 6,439
Fees & Licences 1,249 1,249 1,280
CateringExpenses 318
Equipment Purchase 281 281 3,310
SundryExpenditure 42
Hall Management 15,600 15,600 14,400
Total Operating Expenditure 47,405 0 0 47,405 49,753
Net Operating Income/(expenditure) 35,104 35,104 3,396
Non-operating Expenditure
Net Cash Inflow/(outflow)
Cash balance brought forward 66,368 66,368 62,972
Cash balance carried forward 101,472 0 0 101,472 66,368

NOTE 1

All funds held by the Pickering War Memorial Charitable Trust are unrestricted funds. There are no funds which fall to be treated as restricted funds or endowment funds.

PICKERING WAR MEMORIAL HALL CHARITABLE TRUST

Registered Charity Number

1045498

Year ended 31 March 2021

Statement of Assets and Liabilities at 31 March 2021

31 March 2021 31 March 2021 31 March 2021
Unrestricted
Funds
Restricted Funds Endowment
Funds
£ £ £
Cash Funds
Current Account 11,272
Deposit account 90,000
PettyCash 200
101,472
Unrestricted
Funds
Restricted Funds Endowment
Funds
£ £ £
Other Monetary Assets Nil
Fund to which
asset belongs
Cost Current Value
£ £
Investment Assets
Fund to which
asset belongs
Cost Current Value
£ £
Assets Retained for the Charity's own use
Fund to which
liability relates
Amount due When due
£
Liabilities

NOTE 2

The Pickering War Memorial Hall is owned by Ryedale District Council on behalf of the people of Pickering. It is managed on their behalf by the Pickering War Memorial Hall Charitable Trust.

NOTE 3

The introduction of COVID-19 restrictions by the UK Government has had a significant impact on the operation of the Memorial Hall. The Hall was closed to external bookings for much of the period between 23 March 2020 and the enfd of the accounting period. For the periods where it has been possible to open, the number of bookings was very low due to the ongoing COVID-19 restrictions around gatherings. This had a significant adverse effect on the Hall's income for the period ended 31 March 2021 and continues to do so for the subsequent accounting period.

The Trustees applied for grants from Ryedale District Council under the Small Business, Retail, Hospitality and Leisure Grant Scheme put in place by the UK Government. The Trustees were advised by Ryedale District Council that the Council had assessed the Charity's entitlement to monies under this scheme based on rates bills issued to the Memorial Hall by the Council. During the current year, Ryedale District Council awarded £59,431 to the Charity under the above scheme. In addition the Trustees placed certain staff on furlough and during the year claimed £3,051 under the Government's Job Retention Scheme.

The Trustees continue to closely monitor the cash flow position and are satisfied, given the grants and cash reserves, that the Charity should be able to meet its debts as they fall due over the next 12 months.

These accounts were approved by the Trustees on 5 January 2022 and signed on their behalf by AN Danks (Treasurer)