Trustees’ Annual Report for the period
From 1/04/2023 To
31/03/2024
Charity name: Norton Village Hall
Charity registration number:1063062
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The Village Hall is for the use of the inhabitantsof the Parish of Norton and surrounding area in the County of Suffolk (hereinafter called “the area of benefit”) without distinction of political, religious or other opinions. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The village hall is used 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. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees derive no public benefit from their roles as trustees |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| Other |
Achievements and Performance
SORP reference
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The management committee of the Village Hall, working closely with the Norton Parish Council (the custodian trustee) have sought grants from local authorities and charitable trusts to provide money to enlarge, refurbish and improve the hall. The necessary planning permission was granted in 2021 and in 2023 the Parish Council successfully applied for a Public Works Loan (£500,000) to provide the money for the bulk of the project A major programme of works has been carried out under the direction of the committee and a local architect: this is due to be completed in June 2024.. Building work necessitated closure of the hall from September, 2023. When finished, the hall will provide improved facilities for Norton’s inhabitants, including a café that will be an informal meeting hub. |
|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | On 31/03/2024 the Village Hall charity had liquid assets of £92,177. These assets are committed to the completion of the building programme. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Village Hall charity does not hold reserves. |
| Amount of reserves held | Para 1.22 | Nil |
| Reasons for holding zero reserves |
Para 1.22 | The building is fully insured, and the trustees raise funds to meet the needs for proper maintenance of the facility as and when these needs arise. |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not applicable |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy Para 1.46 adopted A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The trustees shall be members of the Village Hall management committee. One member of that committee shall be appointed by the Parish Council, two shall be elected at the annual general meeting, no more than 7 may be appointed by village organisations (1 per organisation) and the committee may co-opt to fill casual vacancies. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity’s organisational structure and any wider network with which the Para 1.51 charity works Relationship with any related parties Para 1.51 Other
Reference and Administrative details
| Charity name | Norton Village Hall |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1063062 |
| Charity’s principal address | 4 Ixworth Road, Norton, Bury St Edmunds, Suffolk IP31 3LE |
Names of the charity trustees who manage the charity
| 1 2 3 4 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Mrs Anna Till | Chair | |||
| Dr Keith Jaggard | Secretary | |||
| Mr GaryWalton | Norton Parish Council | |||
| Mrs Karen Robertson |
Booking secretary | |||
| Mr Hamish Gibson | ||||
| Mr PhilipJefferson | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
Not Applicable |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
Not Applicable |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
Not Applicable |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of adviser Name Address |
Type of adviser Name Address |
Type of adviser Name Address |
|---|---|---|
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
There are no non-disclos ures.
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) K W Jaggard Full name(s) Keith William Jaggard Position (eg Secretary, Secretary Chair, etc) Date 15/01/2025
| Charity Name | No (if any) | No (if any) | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Norton Village Hall | 1063062 | ||||||||||
| Receipts andpayments accounts Period start date Period end date To For the period from 4/1/2023 3/31/2024 ~~a~~ ~~ee ee~~ ~~ee~~ |
CC16a | ||||||||||
| Section A Receipts and payments | |||||||||||
| Unrestricted funds |
Restricted funds |
Restricted | Endowment funds |
Total funds | Last year | ||||||
| to the nearest £ |
to the nearest | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | |||||
| A1 Receipts | |||||||||||
| Hire | 10,300 | - | - | - | 10,300 | 12,528 | |||||
| Fund raising | 41 | - | - | - | 41 | 3,590 | |||||
| Donations | 58,320 | - | - | - | 58,320 | 2,609 | |||||
| Miscellaneous | 58 | - | - | - | 58 | 107 | |||||
| Hire deposits | 750 | - | - | - | 750 | 1,550 | |||||
| Interest | 1,014 | - | - | - | 1,014 | 164 | |||||
| - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | ||||||
| Sub total(Gross income for AR) |
(Gross income for AR) 70,483 |
- | - | - | 70,483 | 20,548 | |||||
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 70,483 - - 70,483 20,548 ~~——————~~ |
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| A3 Payments | |||||||||||
| Cleaning | 3,317 | - | - | - | 3,317 | 3,273 | |||||
| Utilities | 3,623 | - | - | - | 3,623 | 1,698 | |||||
| Equipment refurbishment | 14,608 | - | - | - | 14,608 | 3,234 | |||||
| Deposit refund | 800 | - | - | - | 800 | 1,350 | |||||
| Insurance | 922 | - | - | - | 922 | 847 | |||||
| BuildingMaintenance | 512 | - | - | - | 512 | 1,600 | |||||
| Consumables | 734 | - | - | - | 734 | 545 | |||||
| PRS licence | 131 | - | - | - | 131 | 184 | |||||
| Miscellaneous | 205 | - | - | - | 205 | 2,392 | |||||
| **Sub total ** | 24,852 | - | - | - | 24,852 | 15,123 | |||||
| A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 24,852 - - 24,852 15,123 ~~——————~~ |
|||||||||||
| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
45,631 - - 45,631 5,425 - - - - - 48,262 - - 48,262 42,836 93,893 - - 93,893 48,261 ~~======>~~ |
CCXX R1 accounts (SS)
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details | Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
|---|---|---|---|---|
| National Westminster Community acc | 1,715 | - | - | |
| Nat West Business Moneymaker acc | 92,178 | - | - | |
| - | - | - | ||
| Total cash funds (agree balances with receipts and payments account(s)) Details |
93,893 | - | - | |
| OK Unrestricted funds to nearest £ |
OK | OK | ||
| Restricted funds to nearest £ |
Endowment funds to nearest £ |
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| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
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| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
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| Details | Fund to which liability relates |
Amount due (optional) |
When due (optional) |
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| Signature KWJaggard |
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| Date of approval |
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| Keith WilliamJaggard | 1/15/2025 | |||
CCXX R2 accounts (SS)
2
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Norton Village Hall On accounts for the year ended 31 March 2024 Charity no (if any) 1063062 Set out on pages I report to the trustees on my examination of the accounts of the above Charity ("the Trust") for the year ended 31 March 2024. As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). Responsibllities and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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. 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. Signed: Date: 2oZf Name: Robert Southgate Relevant professional qualification(s) or body (if any): FCA CTA ICAEW Address: Integrity Tax & Accountancy Solutions, IER Oct 2018
May Cottage, Ashfield Road, Norton IP313NF Section B Disclosure Only complete if the examiner needs to highlight material matters of conrn (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brlef detsils of any items that the examiner wishes to disclose. IER Oct 2018