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2025-12-31-accounts

CULLOMPTON WALRONDS PRESERVATION TRUST FINANCIAL STATEMENTS YEAR ENDED 31 DECEMBER 2025

Contents
Page
Reference and administration details 1
Trustees report 2-3
Independent examiner's report 4
Statement of financial activities 5
Balance sheet 6
Notes to the financial statements
7-11

Charity number 1061913 Company number 03328420

1 CULLOMPTON WALRONDS PRESERVATION TRUST YEAR ENDED 31 DECEMBER 2025 REFERENCE AND ADMINISTRATION DETAILS

Registered charity number 1061913
Company number 03328420
Address The Walronds
6 Fore Street
Cullompton
Devon
EX15 1JL
Trustees Mrs E A Sessions (Chair)
Mrs J P Morris (Treasurer)
Mrs J Campbell BEM (Secretary)
Mrs E M Sutton
Mr G J Sessions
Mrs H C P McCormick
Company Secretary Mrs J Campbell BEM
Independent examiner Mrs M Hutchings
Apsleys Chartered Accountants
21 Bampton Street
Tiverton
Devon
EX16 6AA
Bankers NatWest Bank plc
29 Fore Street
Tiverton
Devon
EX16 6NA

2

CULLOMPTON WALRONDS PRESERVATION TRUST YEAR ENDED 31 DECEMBER 2025 TRUSTEES' REPORT

The Trustees (who are also directors of Cullompton Walronds Preservation Trust for the purposes of company law) present their report and the financial statements of the charity for the year ended 31 December 2024. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) “Accounting and Reporting by Charities” (FRS 102) in preparing the annual report and financial statements of the charity.

OBJECTIVES AND ACTIVITIES

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

To preserve for the public benefit whatever historical, architectural and constructional heritage may exist in and around the parish of Cullompton in the form of buildings (including buildings defined in S336(1) of the Town and Country Planning Act 1990) of particular beauty or historical, architectural or constructional interest.

To provide and maintain an open space or garden and a public meeting room for the benefit of inhabitants of and visitors to the parish of Cullompton.

The trustees have had regard to the Charity Commission guidance on public benefit and believe this is achieved via the charity's objectives and activities.

ACHIEVEMENTS AND PERFORMANCE

Summary of the main achievements of the charity during the year

The Walronds has had a rather difficult year in many ways, but of late there have been more positive developments.

Our previous tenants vacated the flat in July and left the property in a poor state. We had repairs and redecorating to complete, as well as a lot of cleaning, before we could advertise the property for letting. Once the property was ready, the rental housing market slumped and we failed to attract tenants. Fortunately a potential tenant enquired about a short term let and moved in at the beginning of March. We had to compromise on letting one floor of the flat at a reduced rate, but we have a little more financial security for six months or so.

The house and garden are proving to be an increasingly popular venue for family parties, baby showers and picnics. We have hosted wakes and anniversary parties and bookings have been taken for Wedding receptions.

The NHS and Involve Mid Devon are regular hirers, and the Police held some trainings days, using the house as a base. U3A held regular art classes and there were exercise classes, pottery workshops along with the occasional parties and celebratory events we have managed to maintain a steady income.

Our Monthly craft markets held on the second Saturday of the month, coinciding with the Farmer’s Market, have provided a regular income, augmented by the monthly Cafe Walronds on the fourth Saturday, although the Farmers Market does not take place on this day any longer. In summer months food and beverages are also served outside.

The Festivals continue to attract a lot of people to the town and we have benefitted as we host many stalls in the house as well as in the garden. Morris Dancers, the Majorettes and musicians, stilt-wakers and children’s activities, such as Lego club and flowerpot decorating added to the attractions. We had Circus Skills for children as well, which proved to be very popular. The Christmas Festival is also popular, aided by a visit from Father Christmas and accompanying craft stalls. An Arts festival was held in late June and early July. Joint Bingo evenings, with McMillan Cancer Charity, helped to support the range of plays, concerts and events held in the marquee in the garden.

The local ‘Cully Choir’ meets weekly in the house and has also performed during the Arts Festival. The Town Team, the Festival Steering group and Evergreens regularly use the house as a venue for their meetings. We have also hosted ‘Ghost Tours’.

An Art Exhibition and Open Studio, organised by Cullompton Arts House, was held in November and plans are in hand for another local artist’s exhibition later in the year.

The garden itself is a popular retreat in the town. Three groups regularly use the Boules Pitch and people often stop and eat lunch or simply enjoy the peace and quiet, sitting at the picnic benches, on the grass or under the pergola. The garden is popular with dog walkers and we have invited local playgroups to use the gardens for summer outdoor activities. We have received a grant of just over £5K from the MDDC’s Shared Prosperity Fund to pay for new garden furniture. The garden is maintained by a group of volunteer gardeners and is such a valuable resource in Cullompton.

3 CULLOMPTON WALRONDS PRESERVATION TRUST YEAR ENDED 31 DECEMBER 2025 TRUSTEES' REPORT

A team of ‘indoor’ volunteers provide help for cafes, bars for the festivals and catering for conferences and meetings. Three Duke of Edinburgh Award students also volunteer and have helped maintain the panelling and flooring in the hall and parlour, along with helping in the cafe and at the Festivals.

We always welcome new volunteers to help enhance the cultural and social life within the town.

FINANCIAL REVIEW

Result for the year

The financial statements show net expenditure for the year of £8,516 (2024: £3,922).

Brief statement of the Charity’s policy on reserves

The Trust aims to raise positive unrestricted reserves by generating funds through letting and fund-raising activities. Unrestricted reserves at the year end were in deficit by £62,335 (2024: £53,819).

STRUCTURE, GOVERNANCE AND MANAGEMENT

Type of governing document Memorandum and Articles of Association How the charity is constituted Company limited by guarantee Trustees selection method Elected by trustees

The policies and procedures for the induction and training of trustees

The policy for adopting and training new trustees is based on Charity Commission guidance CC30 and trustees are invited to read CC3, CC3a and CC11. Prospective trustees are invited to attend meetings, read minutes of previous meetings and to become thoroughly acquainted with the Walronds and to participate in activities there. To implement this policy, trustees seek new members from existing users and volunteers.

The trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

This report was approved by the board on and signed on its behalf by

Mrs E A Sessions Trustee

4

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES

ON THE UNAUDITED FINANCIAL STATEMENTS OF CULLOMPTON WALRONDS PRESERVATION TRUST

I report to the charity trustees on my examination of the accounts of the company for the year ended 31 December 2025 which are set out on pages 6 to 12.

Responsibilities and basis of report

As the charity trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your company's accounts as carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examinations I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

I have no concerns 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.

Mrs M Hutchings Apsleys Chartered Accountants 21 Bampton Street Tiverton Devon EX16 6AA

Date…………………………

5

CULLOMPTON WALRONDS PRESERVATION TRUST

YEAR ENDED 31 DECEMBER 2025 STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING INCOME AND EXPENDITURE ACCOUNT)

Notes
Income
Donations and legacies
2
Charitable activities
Other trading activities
3
Grants
Investments
4
Total income
Expenditure
Charitable activities
5
Total expenditure
Net Income/(expenditure) for the year
Transfers between funds
Net movement in funds
Reconciliation of funds:
Balances brought forward at 1 January 2025
Balances carried forward at 31 December 2025
Unrestricted
Funds
£
7,168
-
18,743
5,390
272
31,573
(40,089)
(40,089)
(8,516)
-
(8,516)
(53,819)
(62,335)
Restricted
Funds
£
-
-
-
-
-
-
-
-
-
-
-
3,679,244
3,679,244
2025
£
7,168
-
18,743
5,390
272
31,573
(40,089)
(40,089)
(8,516)
-
(8,516)
3,625,425
3,616,909
2024
£
3,480
-
25,477
5,477
24
34,458
(38,380)
(38,380)
(3,922)
-
(3,922)
3,629,347
3,625,425

The notes on pages 7 to 11 form an integral part of these financial statements.

6 CULLOMPTON WALRONDS PRESERVATION TRUST

YEAR ENDED 31 DECEMBER 2025 BALANCE SHEET

Note
Fixed Assets
Tangible assets
7
Current Assets
Debtors
8
Cash at bank and in hand
Creditors:amounts falling due within one year
9
Net Current Assets
Net Assets
Funds
Unrestricted funds
11
Restricted funds
12
£
£
3,609,883
1,561
11,711
13,272
6,246
7,026
3,616,909
(62,335)
3,679,244
3,616,909
2025
£
£
3,610,488
5,301
17,454
22,755
7,818
14,937
3,625,425
(53,819)
3,679,244
3,625,425
2024
£
£
3,610,488
5,301
17,454
22,755
7,818
14,937
3,625,425
(53,819)
3,679,244
3,625,425
2024
3,625,425
(53,819)
3,679,244
3,625,425

For the year ending 31 December 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies

Directors' responsibilities:

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime.

The financial statements were approved and authorised for issue by the trustees on………………………….. and signed on their behalf by:

Mrs J Morris Trustee

Company registration number 03328420

The notes on pages 7 to 11 form an integral part of these financial statements.

7

CULLOMPTON WALRONDS PRESERVATION TRUST

YEAR ENDED 31 DECEMBER 2025

NOTES TO THE FINANCIAL STATEMENTS

1. Accounting policies

1.1. General information and basis of preparation

Cullompton Walronds Preservation Trust is a Private Company limited by guarantee and Charity incorporated in England within the United Kingdom. The nature of the charity’s operations and principal activities are that of restoring the Walronds and using it for a wide variety of community purposes.

The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 (as updated through Update Bulletin 1 published on 2 February 2016), the Financial Reporting Standard applicable in the United kingdom and Republic of Ireland (FRS 102), the Charities Act 2011, the Companies Act 2006 and UK Generally Accepted Accounting Practice.

The financial statements are prepared on a going concern basis under the historical cost convention, modified to include certain items at fair value. The financial statements are prepared in sterling which is the functional currency of the charity and rounded to the nearest £.

The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.

1.2. Going Concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3. Funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes. The cost of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

1.4. Income recognition

All incoming resources are included in the Statement of Financial Activities (SoFA) when the charity is legally entitled to the income after any performance conditions have been met, the amount can be measured reliably and it is probable that the income will be received.

For donations to be recognised the charity will have been notified of the amounts and the settlement date in writing. If there are conditions attached to the donation and this requires a level of performance before entitlement can be obtained then income is deferred until those conditions are fully met or the fulfilment of those conditions is within the control of the charity and it is probable that they will be fulfilled.

No amount is included in the financial statements for volunteer time in line with the SORP (FRS 102). Further detail is given in the Trustees’ Annual Report.

For legacies, entitlement is the earlier of the charity being notified of an impending distribution or the legacy being received. At this point income is recognised. On occasion legacies will be notified to the charity however it is not possible to measure the amount expected to be distributed. On these occasions, the legacy is treated as a contingent asset and disclosed.

Income from trading activities includes income earned from fundraising events and trading activities to raise funds for the charity. Income is received in exchange for supplying goods and services in order to raise funds and is recognised when entitlement has occurred.

Government grants are recognised at the fair value of the asset received or receivable when there is reasonable assurance that the grant conditions will be met and the grants will be received.

8

CULLOMPTON WALRONDS PRESERVATION TRUST

YEAR ENDED 31 DECEMBER 2025 NOTES TO THE FINANCIAL STATEMENTS

1.5. Expenditure recognition

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category. Expenditure is recognised where there is a legal or constructive obligation to make payments to third parties, it is probable that the settlement will be required and the amount of the obligation can be measured reliably. It is categorised under the following headings:

Irrecoverable VAT is charged as an expense against the activity for which expenditure arose.

1.6. Tangible fixed assets and depreciation

Depreciation is provided at rates calculated to write off the cost less residual value of each asset over its expected useful life, as follows; Land and buildings - No depreciation Fixtures, fittings and equipment - 20% Reducing balance Computer equipment - 3 Years straight line

Freehold property is not depreciated because the estimated net realisable value at the end of the useful economic life is such that any depreciation would be immaterial.

1.7. Debtors and creditors receivable / payable within one year

Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.

1.8. Cash

Cash and cash equivalents are basic financial assets and include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts.

9

CULLOMPTON WALRONDS PRESERVATION TRUST

YEAR ENDED 31 DECEMBER 2025 NOTES TO THE FINANCIAL STATEMENTS

2.
Donations and legacies
Donations
3.
Other trading activities
Room hire
Admissions/Tours/Refreshments
Other income
Rent receivable
4.
Investment
Bank interest
5.
Charitable activities
Rates
Insurance
Light and heat
Repairs and maintenance
Accommodation expenses
Legal and professional
Cleaning
Accountancy fees
Bank charges
Computer costs
Printing, postage and stationery
Telephone and internet
Website development
General expenses
Catering expenses
Subscriptions and books
Event expenses
Depreciation
Donations paid
2025
Unrestricted
Funds
£
7,168
2025
Unrestricted
Funds
£
7,473
3,780
135
7,355
18,743
2025
Unrestricted
Funds
£
272
2025
Unrestricted
Funds
£
1,855
9,651
5,828
14,684
180
-
2,514
1,674
164
-
-
1,255
499
-
1,131
47
-
607
-
40,089
2024
Unrestricted
Funds
£
3,480
2024
Unrestricted
Funds
£
4,772
4,489
-
16,216
25,477
2024
Unrestricted
Funds
£
24
2024
Unrestricted
Funds
£
1,491
9,711
8,143
9,044
79
-
2,047
1,645
26
129
5
1,437
366
40
625
35
2,798
759
-
38,380

10

CULLOMPTON WALRONDS PRESERVATION TRUST YEAR ENDED 31 DECEMBER 2025 NOTES TO THE FINANCIAL STATEMENTS

6.
Trustees' emoluments
Remuneration
Expenses reimbursed - various expenses
Number of trustees to whom expenses were reimbursed
2025
£
-
813
4
2024
£
-
1,098
4

The charity does not have any employees hence no employee earned more than £60,000 during the year.

7.

Tangible fixed assets
Cost
At 1 January 2025
Additions
Disposals
At 31 December 2025
Depreciation
At 1 January 2025
Charge for the year
At 31 December 2025
Net book values
At 31 December 2025
At 31 December 2024
Land and
buildings
freehold
£
3,607,455
-
3,607,455
-
-
-
3,607,455
3,607,455
Fixtures,
fittings and
equipment
£
26,959
-
-
26,959
23,924
607
24,531
2,428
3,035
Computer
equipment
£
2,011
-
-
2,011
2,011
-
2,011
-
-
Total
£
3,636,425
-
-
3,636,425
25,935
607
26,542
3,609,883
3,610,490

Both the Architectural Heritage Fund and The National Heritage Memorial Fund have a legal charge over the assets of the charity.

Debtors
Trade debtors
Other debtors
Prepayments and accrued income
Creditors: Amounts falling due within one year
Other creditors
Accruals and deferred income
2025
£
1,195
-
366
1,561
2025
£
5,056
1,190
6,246
2024
£
100
4,842
359
5,301
2024
£
6,648
1,170
7,818

8. Debtors

9.

11

CULLOMPTON WALRONDS PRESERVATION TRUST

YEAR ENDED 31 DECEMBER 2025 NOTES TO THE FINANCIAL STATEMENTS

10.
Analysis of net assets between funds
Fund balances at 31 December 2025 are represented by:
Tangible fixed assets
Current assets
Current liabilities
11.
Unrestricted funds
Unrestricted funds
Unrestricted funds
12.
Restricted funds
Cullompton Walronds
Cullompton Walronds
1 January
2025
£
(53,819)
1 January
2024
£
(49,897)
1 January
2025
£
3,679,244
1 January
2024
£
3,679,244
Unrestricted
Funds
£
2,428
(58,517)
(6,246)
(62,335)
Incoming
£
31,573
Incoming
£
34,458
Incoming
£
-
Incoming
£
-
Restricted
Funds
£
3,607,455
71,789
-
3,679,244
Outgoing
£
(40,089)
Outgoing
£
(38,380)
Outgoing
£
-
Outgoing
£
-
Total
funds
£
3,609,883
13,272
(6,246)
3,616,909
31 December
2025
£
(62,335)
31 December
2024
£
(53,819)
31 December
2025
£
3,679,244
31 December
2024
£
3,679,244

Purpose of restricted funds

Restricted funds represent funds associated with the cost of refurbishing the Walronds.

13. Related party transactions

Included in other creditors is an amount due of £617 (2024: Debtor £4,842) from Cullompton Walronds Limited. Some of the Trustees of Cullompton Walronds Preservation Trust are directors of Cullompton Walronds Limited.

Total donations of £Nil were received from two trustees during the year (2024 £220).