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2024-12-31-accounts

Littleton Memorial Hall Trust (formerly The Millennium Memorial Hall Trust)

Charity Number 1045690 Website: www.littletonmemorialhall.co.uk

Trustees’ Annual Report: 1[st] January to 31[st] December 2024

Object

The object of the Trust is to provide a modern and well-equipped village hall that enables a wide range of events and activities for the benefit of all sectors of the communities of Littleton and Harestock and the adjoining parishes.

Legal and Administrative

The Trust is governed by a Trust Deed dated 4[th] April 1995 (as amended by Deeds of Variation in 1999, 2001 and 2004). On 1st November 2024 the Trustees signed a Deed of Variation to change the name of the Trust to Littleton Memorial Hall Trust, and the new name has been notified to the Charity Commission.

The Trustees who have served during the year are:

Barbara Kingston (Chairman) A
Terence Rath (Secretary) A
Stephen Handford (Honorary Treasurer) A
Donna Oliver B
Frances Martin B
Geoffrey Cox B
Edward Maun C
Timothy Jackson C
Clifford Morton C Appointed 4thApril 2024

Correspondence Office:

Hall Manager, Katie Burnell, 18 Pine Close, South Wonston, SO21 3EB

Bankers: Barclays Bank, PO Box 87, Winchester, SO23 8TN

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Financial Review

The financial statements are attached to this report. They show a surplus for the year on unrestricted funds of £7,355, compared with a deficit of £4,116 in 2023. Income from the Hall lettings increased to £41,707 in 2024 compared with £33,318 in 2023, despite the closure in July 2024 of the Littleton Pre-school which had been the largest user of the Hall since it opened in 1999. The Trustees were saddened by the loss of this much valued hirer. Fortunately, a new hirer, Florian School of Dance, started operating at the Hall from April 2024, and this has largely replaced the income lost from the Pre-school.

Interest on COIF deposit funds was £4,269 compared with £3,873 in 2023.

The first annual receipt of Smart Export Guarantee Income (£882) was received in December 2024, representing income earned from electricity exported to the national grid from the solar panels which were installed on the roof of the Hall in 2022.

Total costs were £39,503 which was £1,804 lower than 2023, mainly due to lower repair and maintenance costs, thanks to the good work done by the Maintenance Manager.

Electricity usage by the Hall has reduced very significantly from 28,128 kWh in 2019 to 13,064 kWh in 2024, thanks to the installation of solar panels in 2022, and LED lighting in August 2023, followed by a solar battery in November 2023. The Trustees are considering further measures to reduce electricity consumption even further.

No Trustee received any remuneration or expenses.

Cash balances at 31[st] December 2024 amount to £98,492 of which £90,226 is invested with COIF. Cash balances increased by £15,738 in the year, due mainly to a combination of the financial surplus and increased income received in advance for 2025 Hall bookings.

Unrestricted reserves at 31[st] December 2024 amount to £62,278. The Trustees consider the reserves held in the Balance Sheet to be at an adequate level and meet their responsibilities and commitments to protect and advance the Trust’s current activities and to enable it to progress long term aims and objectives. The Charity continues to be a satisfactory going concern. The Trust’s cash reserves are considered to be more than adequate for the foreseeable future.

The restricted reserves amounting to £142,362 represent the written-down value of the building, being the Littleton Memorial Hall. The original cost of £406,751 of the building is being written off over 40 years. As at 31[st] December 2024 there have been 26 years of write offs with a further 14 years until the balance is finally written off. A

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professional valuation for insurance purposes carried out in 2023 indicated that full rebuilding costs of the Hall were £946,344.

Performance

During 2024 the Trust was fortunate to retain the services of eight of its Trustees. Cliff Morton was appointed as a Parish Council nominated Trustee on 4[th] April, bringing the Board of Trustees back up to its full complement of nine.

2024 saw the 25[th] anniversary of the opening of the Hall and this was celebrated at a small reception immediately before the AGM on the 13[th] May. Two projects were undertaken by the Trustees to mark the anniversary: the cleaning of the sculpture, Pax in Futuro , at the rear of the building and the installation of a Chairmen’s Honours Board in the foyer.

As already mentioned, the Trustees resolved to revert to the original name of the Hall, Littleton Memorial Hall in 2024. The change of name of the Trust was confirmed by the Charity Commission on the 9[th] December 2024. A new name sign is displayed at the entrance to the building, a new logo has been adopted and our website has been updated to reflect the change.

The Trustees continue to comply with the requirements of the Licensing Act 2003 and with Employment Law, with formal Contracts of Employment and Job Descriptions for the managers and cleaning staff. The Trust operates a pension scheme through NEST, which is open to all employees. The Trust submitted the Trustees’ Annual Return and Accounts to the Charity Commission as required.

The Outlook for 2025

The outlook for the year ahead remains positive, with demand for the use of the Hall from both regular users and casual bookers remaining strong.

The Trustees consider that a breakeven financial outturn is likely in 2025, because of lower interest income (as interest rates are forecast to fall), the loss of Littleton Preschool income, and the cost of the 3-yearly electrical certification which is due towards the end of the year. However, the Trust is in no danger of running out of cash for the foreseeable future.

The Trustees have continued to make a provision of £4,800 per annum to provide for the cost of regular refurbishments, to maintain the Hall in a good condition. A refurbishment and redecoration programme was carried out as planned in August 2023 at a cost of £15,273, and the next refurbishment is due in August 2026. As at 31[st] December 2024 the accumulated provision for refurbishments stood at £13,005.

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Acknowledgments

Diligence and good teamwork are the basis for the smooth running of the Hall and for which our thanks are due to many people:

Katie and Andrew Burnell, the Hall Managers for looking after the Hall and the staff in what has been another busy and sometimes challenging year.

Steve Handford for all his work as the Treasurer and in particular, keeping the Trustees advised of the financial position of the Trust by the preparation of comprehensive Management Accounts and Notes. He has also produced and prepared the Statutory Accounts for 2024 for vetting by the Independent Examiner and subsequent filing with the Charity Commission.

Lisa Fielding, the Parish Clerk, for her co-operation and attention to matters concerning both the Trust and the Parish Council.

Our Independent Examiner, Paul Brooks, who has again agreed to examine the Trustees’ Accounts, thus ensuring that the Trustees will have met all statutory and other requirements.

Finally, many thanks to all the Trustees who served during the year, with particular thanks to Terry Rath, our Secretary, who will have served six years by the date of the 2025 AGM and will therefore have to stand down as Trustee.

Barbara Kingston Chairman of Trustees Date: 7[th] April 2025

Stephen Handford Honorary Treasurer and Trustee

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LITTLETON MEMORIAL HALL TRUST (FORMERLY THE MILLENNIUM MEMORIAL HALL TRUST)

Statement of Financial Activities for the year ended 31st December 2024

Note
INCOMING RESOURCES
Charitable Income
Hire of Hall
Smart Export Guarantee Income
Hampshire County Council grants
Interest received
TOTAL INCOMING RESOURCES
RESOURCES EXPENDED
Hall Running Costs
Salaries and Wages
Maintenance and Cleaning Materials
2
Administration (including Licences)
Insurance
Services
New & Replacement equipment
Provision for future redecoration
3
Provision for floor replacement
2
Solar battery, LED lighting (funded by HCC grants)
Depreciation of solar panels
Depreciation: Statutory Write-off of Assets
TOTAL RESOURCES EXPENDED
NET MOVEMENT OF FUNDS
BALANCES BROUGHT FORWARD
BALANCES CARRIED FORWARD
Unrestricted
Restricted
Funds
Funds
2024
2024
£
£
41 707
882
-
-
4 269
46 858
-
19 896
2 869
3 825
1 749
5 884
-
4 800
-
-
-
480
-
10 169
39 503
10 169
7 355
-10 169
Unrestricted Restricted
Funds
Funds
2023
2023
£
£
33 318
-
-
13 440
3 873
37 191
13 440
19 757
5 221
2 922
1 701
6 426
-
4 800
-
-
13 440
480
-
10 169
41 307
23 609
-4 116
(10 169)
59 039
162 700
54 923
152 531
62 278
142 362
54 923
152 531

LITTLETON MEMORIAL HALL TRUST (FORMERLY THE MILLENNIUM MEMORIAL HALL TRUST)

Balance Sheet as at 31[st] December 2024

Note
2024
£
FIXED ASSETS
Building
4
142 362
Loose Equipment
4
-
Solar Panels
4
8 319
150 681
CURRENT ASSETS
Debtors & prepayments
5
3 244
Cash at Bank
6
98 492
101 736
LIABILITIES:
Amounts falling due within one year
7
10 772
Amounts falling due in excess of one year
7
37 005
47 777
NET CURRENT ASSETS
53 959
NET ASSETS
204 640
FUNDS
Unrestricted
Revenue Reserves
8
62 278
Restricted
Written-down Hall Fund
4
142 362
TOTAL FUNDS
204 640
APPROVED BY THE TRUSTEES ON 27th JANUARY 2025 AND SIGNED ON ITS BEHALF BY :-
B. Kingston
S. Handford
2023
£
152 531
-
8 799
161 330
3 186
82 754
85 940
7 612
32 204
39 816
46 124
207 454
54 923
152 531
207 454

LITTLETON MEMORIAL HALL TRUST (FORMERLY THE MILLENNIUM MEMORIAL HALL TRUST)

CASH FLOW STATEMENT for the year ended 31st December 2024

Cash received from charitable activities
Hall lettings
Smart Export Guarantee Income
2024
£
45 580
-
-
4 269
49 849
34 111
-
-
34 111
15 738
82 754
98 492
15 738
2023
£
33 300
-
13 440
3 873
Cash received from HCC battery and LED lighting grants
Cash received from investments
TOTAL CASH RECEIVED
Cash expended on charitable activities
Hall operations
Expenditure on solar battery and LED lighting
Redecoration costs
TOTAL CASH EXPENDED
CASH SURPLUS/ (SHORTFALL)
Bank balances at 1st January 2024
Bank balances at 31st December 2024
CASH SURPLUS/ (SHORTFALL)
50 613
35 372
13 440
15 273
64 085
(13 472)
96 226
82 754
(13 472)

LITTLETON MEMORIAL HALL TRUST (FORMERLY THE MILLENNIUM MEMORIAL HALL TRUST)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

1. ACCOUNTING POLICIES

General

The financial statements have been prepared in accordance with current accounting standards and under the historical cost convention

Funds

Income associated with the running of the Hall is not subject to any restrictions regarding its use, and is available for application to the general purposes of the Trust.

The accounts include transactions, assets and liabilities for which the Trust can be held liable.

Incoming Resources

Receipts from hiring fees are accounted for in the year in which the hire takes place.

Interest is accounted for when received.

Donations are accounted for when received.

Government grants for specific projects are recognised as income when they are received and when the related expenditure has been made. Any unspent grants are treated as deferred income until the related expenditure has been made.

Resources Expended

Expenditure includes provisions for goods and services received by the Trust, but not paid for as at 31st December.

Fixed Assets

For statutory accounts purposes, the building is being depreciated over 40 years. The solar panels acquired in April 2022 are being depreciated over their minimum expected useful life of 20 years.

2. MAINTENANCE

It is the Trustees' intention to continue to make improvements where necessary, and to keep the hall in first class condition. The flooring of the main hall will require to be renewed in the foreseeable future. An annual charge of £3,000 was made in the 8 years to 2022 to provide funds for that replacement. At 31 December 2022, the provision for replacement of the floor was £24,000. In 2023 an estimate was obtained from a flooring contractor. This showed that the provision is adequate, so no further charge will be made to the accounts in 2023 and 2024. The position will be reviewed in 2025 when a new estimate will be sought.

3. REDECORATION

The Trustees carried out a triennial refurbishment in August 2023. An annual charge of £4,800 is being made to provide funds for the cost of the regular work. The next refurbishment is due in August 2026.

At 31 December 2024, the provision for redecoration was £13,005.

4. FIXED ASSETS AND THE RESTRICTED HALL FUND

Following guidance from the Charity Commissioners, the original cost of the building is being written off over forty years in the statutory accounts. All of the costs of building and equipping the hall have been paid and there are no outstanding covenants.

The write-down in 2023 impacts the net book value as follows:-

Building Loose Solar Panels
Equipment
£ £ £
Gross book value At 1st January 2024 406 751 27 852 9 599
At 31st December 2024 406 751 27 852 9 599
Write down At 1st January 2024 254 220 27 852 800
At 31st December 2024 264 389 27 852 1 280
Net book value At 1st January 2024 152 531 NIL 8 799
At 31st December 2024 £ 142 362
NIL 8 319

The annual write down on Buildings is not reflected in the Trustees' management accounts, as it cannot form part of their cost structure and will not be reflected in charges to hall users. There are no cash flow implications. Ongoing maintenance and renewal of hall equipment will be the responsibility of current and future trustees. As and when the hall needs replacement, the community will need to repeat the fundraising activities conducted by their forebears in 1922-26 and 1995-99. It is unrealistic to assume that trustees can build up a reserve with which to replace the hall in the future.

Solar Panels were fitted to the roof of the Hall in April 2022 at a cost of £9,599. They are being depreciated over the minimum expected useful life of 20 years.

5. DEBTORS AND PREPAYMENTS

The Trust is owed or has prepaid the following sums:-

2024
Prepaid insurance premiums
1 691
Other prepaid costs
671
Smart Export Guarantee income due
882
3 244
£
6. CASH
The following sums are held on the Trust's behalf:-
2024
Barclays Bank current account
8 266
COIF Deposit Account
90 226
98 492
£
7. LIABILITIES
The Trust has the following liabilities:-
2024
Future rentals paid by hirers
9 224
Sundry creditors and accruals
1 548
Provision for redecoration
13 005
Provision for floor replacement
24 000
47 777
£
2023
1 610
1 576
0
3 186
£
2023
2 797
79 957
82 754
£
2023
5 351
2 261
8 204
24 000
39 816
£

8. UNRESTRICTED FUNDS

Revenue reserves at 31st December 2024 were £62,278. By resolution of the

trustees' meetings these funds can be designated for any purpose that the trustees wish.

Endependent Examiner's Report to the members/trustees of The Littleton Memorial Hall Trust (Registered No. 1045690)

I report on the accounts for the year ended 31st December 2024 which are set out on the preceding pages.

Respective responsibilities of the Trustees and Independent Examiner

The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to

e follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Act; and

: « state whether particular matters have come to my aitention.

Basis of Independent Examiner's Statement

My examination was carried out in accordance with the General Directions given by the Charity Commissien.

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 items ar disclosures in the accounts, and seeking expianations from the trustees concerning any such matters. The procedures undertaken do not provide ail the evidence that would be required in a full audit, and consequently I do not express an audit opinion on the accounts.

Independent Examiner's Statement

In connection with my examination, no matters have come to my attention

  1. which give me reasonable cause to believe that in any material respect the requirements

« to keep accounting records in accordance with s.130 of the 2011 Act; or

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Paul A Brooks 7 Pitter Close, Littleton, WINCHESTER, SO22 6PD.

28 February 2025