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2024-03-31-accounts

The Cross Barn

Palace Gate Farm, Odiham

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2024

for

The Cross Barn Odiham

www.thecrossbarn.org.uk | 01256 701803 | enquiries@thecrossbarn.org.uk

Registered Charity No: 1103998 Registered in England as a Company Limited by Guarantee Limited Company No: 05085704

1

The Cross Barn Odiham

Contents of the Financial Statements

for the year ended 31 March 2024

Page
Report of the Trustees 3
Independent Examiner’s Report 7
Statement of Financial Activities 8
Balance Sheet 9
Notes to the Financial Statements 10
Detailed Statement of Financial Activities 13

2

The Cross Barn Odiham

Report of the Trustees for the Year Ended 31 March 2024

The Trustees, who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2023. The Trustees have adopted the provisions of the Charities Statement of Recommended Practice 2015 (FRS 102).

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

05085704 (England and Wales)

Registered office

The Cross Barn Odiham, Palace Gate Farm, Odiham, Hook, Hampshire, RG29 1JX

Hon Treasurer

J F Macdiarmid

Independent Examiner

Mrs V C East

Registered Charity number

1103998

Trustees

I Green - Chairman K W Crookes R L T Jones H J Swalheim M K Drayton D P A l l e n J F Macdiarmid– Hon Treasurer Mrs P S Twineham Mrs R Coleman CJ Clark

Bankers

Lloyds Bank PLC, 174 Fleet Road, Fleet, Hampshire, GU51 4DD

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust dated 26th March 2004, and constitutes a company limited by guarantee.

Objects, aims and activities

Operating as a charitable company limited by guarantee, the Trustees are responsible for the management of premises owned by Hart District Council known as The Cross Barn Odiham.

The objects of The Cross Barn Odiham are “to promote for the benefit of the inhabitants of the Parish of Odiham and the surrounding area, the provision of facilities for recreation or other leisure time occupation of individuals who have need of such facilities by reason of their youth, age, infirmity or disablement, financial hardship or social and economic circumstances, or for the public at large in the interests of social welfare, and with the object of improving the condition of life of the said inhabitants.”

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Organisational structure

The Board of Trustees meet monthly as The Cross Barn Management Committee. The Events group is a sub-committee of the main Board and meets as required.

Recruitment, appointment, induction and training of trustees

In accordance with the Trust Deed one third of the Trustees must retire by rotation at each Annual General Meeting and, being willing, will offer themselves for re-election. Roger Jones, Michael Drayton, Pauline Twineham, Ian Green and Ken Crookes will seek reelection, having exceeded the maximum term of office of 9 years. David Allen and Chris Clark were appointed as Trustees on 18[th] January 2024

All new Trustees are appointed on the basis that they have enough knowledge and experience to understand the nature of the charity, to manage their duties responsibly and to further the charity’s objectives and aims. Trustees attend training sessions as appropriate.

Related parties

The charity manages The Cross Barn with the agreement of Hart District Council, who are the owners of the property.

Risk management

The Board of Trustees periodically reviews the major risks to which the charity is exposed and has ensured that systems are adequate to mitigate those risks. The charity has both Public and Employer's Liability Insurance and Charity Trustee Insurance cover. A premises license has been granted by Hart District Council.

Governance

In March 2018 the Board reflected on the recommendations of the new Charity Governance Code. The Board are satisfied that they operate within best practice guidelines

ACHIEVEMENTS AND PERFORMANCE

It is a pleasure to report another successful year for the Cross Barn. Life returned to some normality in 2023, with income from bookings staying at the high level that we achieved in 2022. This was to a large part due to the continued custom from our regular hirers, and although one-off lettings were slightly down, this was more than offset by an increase in our own film and event revenues.

Our cinema and theatre programme benefited from an improved flow of attractive films and National Theatre Live plays, as well as from our own live events, and we significantly widened our base of regular attendees. Our two sell-out jazz club evenings were particularly appreciated by everyone who managed to get a ticket.

The Trustees were able to cover major improvement costs in excess of £7,000 as the floor in the great hall was resurfaced in August to great acclaim, followed by a new underfloor heating boiler which was installed just in time for the winter.

As usual our clients were looked after by our strong team of Trustees and volunteers, with Anna Roberts focusing on keeping our clients happy. The Board of Trustees has been strengthened by the appointment of Chris Clark and David Allen in January this year

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Plans for the Future

The most important responsibilities for 2024 and beyond are to continue to provide a safe, secure and inspiring location for the Barn’s many clients. The Trustees continue to welcome regular activity groups, to encourage families to hold their celebrations in the Barn, and strive to entertain the community with a varied and enticing events programme.

As part of this responsibility, the Trustees are working with Hart DC to anticipate and minimize potential problems that could prevent the Barn from maximising its value to the community. Hence, Hart DC have agreed to refurbish all the internal and external pointing of the Barn and to replace the gutters. We are looking forward to the gutters being replaced in 2024, and the pointing during 2025.

Cross Barn Friends and Barn 500

One of the strengths of the Barn is its close links with the community, as we rely heavily on the Friends of the Barn, not only financially, but also practically. We have a large group of volunteers who regularly support what we do, be it cinema, theatre or just general maintenance.

As we look to the future the Trustees intend to significantly strengthen our formal Friends group. We intend to refresh our web and social media links, and we will be looking to persuade some of our new regulars to become more active in supporting our wonderful Cross Barn.

FINANCIAL REVIEW

Financial Results

Income from hire fees and events increased from £44,536 to £48,441, up 8.8%. Overall income increased by 9.5% to £52,923 This excellent result was offset by the increase in maintenance expenditure, in particular the £3,745 cost of sanding down the floor

The Friends of the Barn have maintained their subscriptions, which is gratefully acknowledged.

Overall a marginal loss of £1,001 excluding depreciation was achieved from unrestricted and restricted fund activities, despite the continuing increase in costs and the disruption caused by re-sanding the floor and the replacement of the main gas boiler

Capital expenditure totaled to £4,276 of which the gas boiler accounted for £3,577

Reserves policy

The contingency fund ensures that a significant amount of money is available to cover unforeseen adverse events and it currently stands at £25,000.

Funds raised by the Friends are separately identified and may be used to support the Barn activities as agreed by the Trustees.

Likewise, the Barn 500 reserves are separately identified having been used to complete the major refurbishment of the washrooms and kitchen in recent years.

The unrestricted fund represents the operational surpluses of running the Cross Barn and the minor operational capital expenditure.

Transfers between the funds may be authorised by the Trustees as appropriate.

RESPONSIBILITIES OF THE TRUSTEES

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The Trustees (who are also the Directors of the Company for the purpose of Company Law) are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and the United Kingdom Accounting Standards (UK GAAP).

Company law requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Charity and of the incoming resources and application of resources including the income and expenditure of the Charity for that year.

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

INDEPENDENT EXAMINER

Mrs V C.East has been appointed to act as independent examiner as the charity does not require an audit.

SMALL COMPANY PROVISIONS

This report has been prepared in accordance with the special provisions for small companies under Part 15 of the Companies Act 2016.

Registered Office:

Cross Barn Odiham, Palace Gate Farm, Odiham, Hook, Hampshire, RG29 1JX

Signed by order of the Trustees

Ian Green, Chairman Approved by the Trustees, Dated 15[th] August 2024

6

The Cross Barn Odiham Independent Examiner’s Report to the Trustees for the Year Ended 31 March 2024

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024.

RESPONSIBILITIES AND BASIS OF REPORT

The charity’s trustees of the Company (and also its directors for the purposes of company law) 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 charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’).

In carrying out my examination 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:

  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 V C East Independent Examiner Date: 15[th] August 2024

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THE CROSS BARN ODIHAM STATEMENT OF FINANCIAL ACTIVITIES YEAR ENDED 31 MARCH 2024

Unrestricted Unrestricted
Restricted Funds

Restricted Funds

Restricted Funds
Total Unrestricted Unrestricted Restricted Funds Restricted Funds Total
Note Funds Friends Barn500 2024 Funds Friends Barn 500 2023
£ £ £ £ £ £ £ £
INCOMING RESOURCES
Incoming resources from generated funds
Voluntary Income 2 1,125 - - 1,125 1,197 - - 1,197
Activities generating funds 3 48,441 2,065 103 50,609 44,536 2,178 116 46,830
Investment income 4 1,189 - - 1,189 301 - - 301
Total incoming resources 50,755 2,065 103 52,923 46,034 2,178 116 48,328
RESOURCES EXPENDED
Cost of generating funds 60,371 1,009 4,021 65,401 52,906 1,127 4,020 58,053
NET INCOME/(EXPENDITURE) 5 (9,615) 1,056 (3,918) (12,478) (6,872) 1,051 (3,904) (9,725)
Transfers between funds 4,000 ( 4,000)
- - - - -
NET MOVEMENT IN FUNDS (5,615) (2,944) (3,918) (12,478) (6,872) 1,051 (3,904) (9,725)
FUND BALANCES brought forward 52,791 11,793 54,807 119,391 59,663 10,742 58,711 129,116
FUND BALANCES carried forward £ 47,176
£ 8,849
50,889
£
106,913
£
£ 52,791
11,793
£
54,807
£
119,391
£

The notes form part of these financial statements

8

THE CROSS BARN ODIHAM BALANCE SHEET as at 31 MARCH 2024

Note
Fixed assets
Tangible fxed assets
8
Current assets
Debtors
9
Cash at bank and in hand
Current liabilities
Creditors due within one year
10
Net current assets / (liabilities)
Total assets less current liabilities
Funds
11
Unrestricted funds
Restricted funds
Total funds
£
£
£
£
73,294
80,495
2,559
2,102
38,032
41,685
40,591
43,787
(6,972)
(4,891)
33,619
38,896
106,913
£
119,391
£
47,175
52,791
59,738
66,600
106,913
£
119,391
£
2024
2023

The notes form part of these financial statements

Signed on behalf of the Trustees by

Ian Green, Chairman

15[th] August 2024

9

THE CROSS BARN ODIHAM

Notes to the Financial Statement for the year ended 31 March 2024

1. ACCOUNTING POLICIES

Accounting convention

The financial statements have been prepared under the historical cost convention, and in accordance with the Charities SORP (FRS 102) and the Companies Act 2006

Incoming resources

All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

Resources expended

Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Plant and machinery - 10% of cost, Electrical equipment – 20% of cost

Assets associated with the structure of the building (store, doors, patio etc) – 5% of cost

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity.

Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the detailed notes to the financial statements.

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THE CROSS BARN ODIHAM NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024

THE CROSS BARN ODIHAM
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2024
2024
2023
2
VOLUNTARY INCOME
Grants, Donations and Ins'ce claim
1,125
£
1,197
£
3
ACTIVITIES FOR GENERATING FUNDS
£
£
Barn 500
103
116
Regular Lettings
18,759
18,068
One-of Lettings
11,972
10,744
Film, theatre and other events
17,711
15,724
Friends subscriptions
2,065
2,178
50,609
£
46,830
£
4
INVESTMENT INCOME
Interest
1,189
£
301
£
5
NET INCOME/EXPENDITURE
Is stated after charging:
Depreciation
11,477
£
11,245
£
6
TRUSTEES REMUNERATION AND BENEFITS
7
STAFF COSTS
Ofce costs - manager and bookkeeper
11,199
£
10,826
£
8
TANGIBLE FIXED ASSETS
£
COST as at 1st April 2023
183,954
Additions
4,276
Disposals
-
Cost as at 31st March 2024
188,230
£
DEPRECIATION as at 1st April 2023
103,459
Additions
11,477
Disposals
-
Depreciation as at 31st March 2023
114,936
£
NET BOOK VALUE as at 31st March 2024
73,294
£
NET BOOK VALUE as at 31st March 2023
80,495
£
There were no trustees remuneration , expenses or other benefts for the year ended 31
March 2024 or for the year 31 March 2023
12
2024
2023
1,125
£
1,197
£
£
£
103
116
18,759
18,068
11,972
10,744
17,711
15,724
2,065
2,178
50,609
£
46,830
£
1,189
£
301
£
11,477
£
11,245
£
£
183,954
4,276
-
188,230
£
103,459
11,477
-
114,936
£
73,294
£
80,495
£

THE CROSS BARN ODIHAM NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024

YEAR ENDED 31 MARCH 2024 2024 2023
9 DEBTORS
Trade debtors £ 2,559
£ 2,102
10 CREDITORS DUE WITHIN ONE YEAR
£ £
Hire, Key and Cautionary deposits 5,083 3,685
Accruals 1,889 1,206
£ 6,972
£ 4,891
11 MOVEMENT IN FUNDS
Unrestricted funds Restricted funds Total
General Contingency Friends Barn 500 Funds
£ £ £ £ £
Balance as at 1st April 2023 27,791 25,000 11,793 54,807 119,391
Incoming resources 50,755 - 2,065 103 52,923
Transfers between funds 4,000 - ( 4,000)
- -
Resources expended ( 60,371)
- ( 1,009)
( 4,021)
( 65,401)
Balance as at 31st March 2024 22,175
£
£ 25,000
£ 8,849
£ 50,889
£ 106,913

12 FUNDS REPRESENTED BY

Tangible fxed assets
Net current assets
Cash
Total funds
Total
General
Contingency Friends
Barn 500
Funds
£
£
£
£
£
20,043
-
3,558
49,693
73,294
4,763)
(
350
4,413)
(
6,895
25,000
4,941
1,196
38,032
Restricted funds
Unrestricted funds
22,175
£
25,000
£
8,849
£
50,889
£
106,913
£

13

THE CROSS BARN ODIHAM DETAILED STATEMENT OF FINANCIAL ACTIVITIES YEAR ENDED 31st MARCH 2024

YEAR ENDED 31st MARCH 2024 YEAR ENDED 31st MARCH 2024 YEAR ENDED 31st MARCH 2024
Unrestricted Restricted Funds 31.3.24 Unrestricted Restricted Funds 31.3.23
Funds **Friends ** Barn 500 TOTAL Funds Friends Barn 500 TOTAL
INCOME £ £ £ £ £ £ £ £
Voluntary Income
Grants 1,100 - - 1,100 350 350
Donations 25 - - 25 847 847
Activities for generating funds
Barn 500 - - 103 103 116 116
Regular lettings 18,759 - - 18,759 18,068 18,068
One-of lettings 11,972 - - 11,972 10,744 10,744
Film and other events 17,711 - - 17,711 15,724 15,724
Fundraising - -
Friends subscriptions - 2,065 - 2,065 2,178 2,178
49,566 2,065 103 51,734 45,733 2,178 116 48,027
Investment income
Deposit acct interest 1,189 1,189 301 301
Total incoming resources 50,755 2,065 103 52,923 46,034 2,178 116 48,328
RESOURCES EXPENDED
Costs of generating voluntary income
Wages & related costs 11,199 11,199 10,826 10,826
Water 506 506 350 350
Insurance 1,541 1,541 1,442 1,442
Light and heat 4,768 4,768 3,195 3,195
Waste 1,385 1,385 1,320 1,320
Telephone and Internet 405 405 174 174
Post, stationery, sundries 41 41 133 133
Repairs & maintenance 9,171 9,171 5,492 5,492
Advertising & licences 625 625 1,277 1,277
Cleaning and supplies 10,861 10,861 10,454 10,454
Film and other events 11,637 11,637 10,144 10,144
IT Costs 732 732 989 989
Marketing 127 127 60 60
Ofce general 924 924 952 952
Depreciation 6,447 1,009 4,021 11,477 6,098 1,127 4,020 11,245
Total resources expended 60,371 1,009 4,021 65,401 52,906 1,127 4,020 58,053
NET INCOME/(EXPENDITURE) ( 9,615) 1,056 ( 3,918) ( 12,478) ( 6,872) 1,051 ( 3,904) ( 9,725)

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