(HARITY COMMISSION . FOR ENLAND AND WALES Trustees, Annual Report for the perlod From 1st January 2021 To 31•t December 2021 Perlod start date Period end date Charlty namo: Parlsh Halls - Rushm•re St Andrew Charlty reglstration numb•r: 1111060 Objectlves and Actlvities Summary of the purposes of the charity as set out in its goveming document The Property together with the trust fund and its incorne shall be applied for the purposes of a village hall or halls for the use of the inhabitants of the Parish of Rushmere St Andrew without distinction of s8x, sexual orientation, age. disability. nationality, race or political. raligious or other opInn5. including use of thè Propety and any other land and ldIng5 of the Charty for meetings. lectures and classes or other foms of recreation and leisure time occupation in the interests of social vlfare and with the objecl of improving the conditions of Srfe for the said inhabilants. Summary olthe maln activities in relation to those purposes for th8 public benefit, in particular, the activities, projecls or servic identrfied in the accounts. Para 7.17 Covid-19 continued to Impact on actlvitles throughout 2021. Some of our regular hirers were una e to continue due to loss of . Despite this approximaleFy 35 regular hirers were still able to use th8 halts in 2021. they included art. crafts. keep fft, dance. tKeatre. parent and toddlers. churches, Wl, camera club, socbal and youth groups. Casual hirers for one off events such as family celebratk)ns, wedding receptions etc continu8 to be lower than pre Covid-19 levels with approximately 32 tK)okings. Statement confirming whether the trustees have had regard to the guidance Issued by the Charity Commission on public benefit Pwa 1.18 Trustees are aware thal the Charity is a Public Benefft Entity and in accordance with Charity Commission guKtance. the Charity has a primary objective to prc>vide services and social benefft for the community. Equity 1$ provided a view to supporting the enthls primary obj'ectrves rather than with a view to providing a financial rebjm to equty provKlers or members.
Addltional infonnalion loptional) You ma choose to include further stsInts re relevant abouL' Pwa 1.38 Pollcy on grant making Pwa 1.38 Policy on social investment including program related investment kn1.38 Contribution made by volunteers Other Achievements and Perfonnance Chalrman'• R•port 2022 Thls rert was sulynltted 8t the P8righ Halls Rushmere St Andrew 16th Annual G8nèral Meeting on 30th June 2022 for th8 Flnanclal Year ended 31st December 2021. Summary of the main achievements of the charity, identifying the dtfference the charity's work has mad& lo the circumslances of its benefici8ries and 8ny wider benefits to society as 8 whol8. Prn 1.20 During 2021 Mr Burton resigned as a trustee representing Mission 1k)swh East Church and Mr Colbert representing 51s1 Ipswi¢h At th8 end of 2021 w8 trO five Trustees short. Opwtunities to recruit new trustees remained limrted dLN8 lo the Covid-19 pandemic however we continued our efforts'.and eleced new Trustees in March 2022. Mrs Jan Treadaway from The Order ol the Women's Freemasons and Mrs Kaye Amold from Rushrnere Evoning Wl. I woukl lik8 to thank all of wr Trustees for their continued support particulady during the continued impa(X and disruptions caused by Cowd-19. 2021 remained a thallenge due to CovKI-19. National lockdowns, vthich resulted in the dosure of the halls and Government guan( on rw)ening had an enormous art the halls. This was due to the
reduc*d numbers of people that the haus coukl safely a)MMOdate affecting our Our retakIng team renkiined unchanged in 2021. They continue to be lead by Mike Sarbutts and I woukj like to thank him for his continued support and help which has been instrumentsl in maintaining and njnning the hal. In Nov8mber, sa Foster resigned from the job shared role of SeCretary8$urer. It was agreed that Mike S8rbulis and Emma RIKldy would share the Vated role beeen them and thls ha$ worked well. Emma Ruddy successfully applied for grants to help wth: the cost of replacing the lights at both Village Hall and Tower Hall in July 2021 and the cost cl r8placing the chairs at Vllage Hall in June 2022. We are grateful for the support of the grants which have allowéd us to make n8c8ssary improvements to the hall and I would like to thank Cllr Hedgley, Cllr Nowton, Cllr Lawson and Cllr Mccallum for their support with the light project from their Enabling Communlty Budgets and for Cllr Newton and Cllr Hedgley's support for the replacement chairs at Village Hall. I would like to roth thanks to Mel Bentley for his rose, of Vir&Chaimian with the conlinued extra responsibllllles durhg Covid- 19 8rHJ fot his invaluable help with the vari8 t nlcal Kffoblems an solutions and policy u 8tes this year. Alihough we have some upcoming cost repairs to windows. roofing, car parks and redecoration acTh both halls in 2022, 1 am hopeful that we V•ryll see an inaSe with ITme from casual bookings from the communty n¢)w we are at the phase of "Living with Covid-19° in the Govemment's Roadmap. We continue to be a in a good m)Sin with valued SUFP)rt of our Twstees and a strcmg staffing team. Mrs Margaret Tarlir Chaimian Parish HaHs- Rushmer8 Sl Andrew Additional infomiation (optional) You ma choose to include fijrther statements vknere rdevant abouL'
Achievements against objectives set Pwa 1.41 Perfomance of fundraising activities against objectives set Pw#1A1 Investrnent perfomanc against objectiv8s Pwa 1.41 Other
Financial Review Review of the charity's financial posits'on at the end of the period Para 1.21 TroasworJ Report 1•1 January- 31" £ 29,179.26 Buldk¥J S(xty £ 32.982.12 The halls incAyne fc¥ the year end 31" Docember 2021 was £47,832.92 (£41.308.71 Th)t induding fvdough scheme). This compares to previous years as follows: 2020 £52.12.981£40.244.36 induding fUrIh sthem8) 2019 £66.188.76. 2018 £64.947.03 P•ish Hams were aJIb for the C4)rcYwrus Job Retention Grant against salaries fcy the Caretaking Stsff and (Th m8mber of the AAmin staff frorn January to Sept. A total amount of In addttM)n to the hals income for1he year Parish Hats received Cov3 Grants from East SLrffolk Council lotaling £32.880 (£16.440 f each hall) a C(Mnmui¥ty Enabung Grant of £6,(XXI towards tho cost of the r*¢ement1&3hting prqed at V erxliture for the year end 31•t December 2021 was £57.605.06 (exduding the £6.OiXI art exp&>Jiture). 2020 £62,004.03 2019 £65.429.41 2018 £70.856.23 There was grant expKIlre rf2021 dthe Comnmmty Enabling Grant £6,0(Xl ng F>roiect at Augusl 2021 by Martin Gilbwt. Summary In light of the continued disruptions thrwgh(xrt 2021 due to the Covid.19 pandemic, Partsh Halls ended the financial
Statement explaining the policy for holding reserves staling why they are held Pa 122 The MaTkagement Committee sets a budget each year in respect of projected repairslreplacernent costs in respect of works to be carried oul during that year. Thi5 is temied General Building Maintenance under the heading. Planned Maintenance. An amount of £5,000 is also inclLKled in the budget as an Eamiarked Conts'ngency Fund. In any year. however. addrtal works may need to be carried out which were not envisaged when the bl01 was set: in some cases also, for various reasons. the costs allc¢aled have to b8 exceéded in order for the WO to be completed. The Managemerrt Committee hav8 delegated auth¢yity to the Chairman and Vlce Chainnan to authorise essential unbudgeted repairs or rep(ment without their prlor approval up to £5.000 per annum. the costs of su( repairs or replacem8nt b8ing drawn from tha Eamiarked Contingency Fund. Circumstan(¥5 may also arise during the year where costs have lo be incurred In an emergency. that is, in cases of extrem8 risk to the delivery of a full and safe hiring seNice to (xjslomers and where such costs are likety to excaed £5.000. If such a Sttualion vme to arise the authority of the Management Committee would be required but because the matter woukl need urgent action, a special meeting would be need to be convened in accordance wrth the t the Trusl Deed. that is by the Chai an any Iwo members of the Management Committee giving not18SS than s8ven Clear days notice to the other members of the Management Committee of the matters lo be di$Ssed. It may not be possible or practicable for th8 V4thole Committee to meet in these circumstances but as long as the meeling is quorale in accordance ¥th section 12.5 of the Tnjst Deed any decisions arrived al by the meeting woukl be valid. For the sake of good order those decisions must be reported to the next fum meeting of the Managem8nt Commrtiee. If a quorate face-tfrfrdce meeling prove8 imrM)&8ible to hold in the timescales required by the nature of the emergency expenditure, then a Zoom Wirtual Meeting may be convened, which again must be quorate with decisions r6 rted at the next full
Management C(*mmittee meeting. Amount of reserves held 122 The Charity holds an earnarked contingency reserve of £5,000. In addth'on £23.416.06 is held to cover any flucluations in income from hall renta and cover any unforeseen buildin maintenance. Reasons for holdirKJ zero res6rves Details of fund materialty in deficit Explanation of any uncertaints'es about th8 charity continuing as a going concern 122 Parn 1.24 Nono P8r8 1.23 None Addltlonal Information (optional) You ma choose to includ8 lurther statements vhe relevant ab(t The ¢harity'$ principal sources of funds {includlng any fundraising) Para 1.47 Investment pollcy and objectives including any social investm8nl pollcy adopted Pwa 1A0 A description of the principal 8k8 faclng the charity 1.46 Other
Structure. Governance and Management Description of charit$ trusts.. Type of goveming document 1.25 Trust Deed How is the charity constituted? Pw8 125 Tst )ra18d Trustee $eledn meth¢)Js including details of any cx)nstitutional plSonS e.g. 8E8ction to rM)St or name of any person or body entitled to appoint one or mora truslees P•0 1.25 Seven eleoted memb8rs elèct8d annualty at the AGM. Seven appolnted members appointed by thè Management Committee from nominees of users of the halls. Addhlonal Infomiatlon (opllonal) You ma choose to include further statements vthere re18vant ab(HJL" Policias and procedures adopted for the inductlon and training of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Pwa 1.51 Relationship yth any related parties ther Reference and Administrative details Charit name Other name the d Re islered char number Charity's prinapal addwess Parh Hals- Rushmere St Andrew 1111060 Village Hall Rushmere St Andrew Humber Doucy Lane Rushmere St Andrew Ipswith IP4 3PD
Names of the charity truste•s who manage the eharlty Dat•s act•d11 nOtfOrT•ll8 ar Tru$ts• nam• Office {W*ny) N•m• of por8on (or body) •ntitl•d olnl trustse ected Elected Elected Mrs M TarEing Mr M Bentley Mr J Wilhey Mrs J Clarke Chaimian Victrchainnan Elected Mrs A Cooper Mrs J Howell ected ected Orwell Art Club Mr S Abbott Mr M Colbert Miss A Cracknell 2012121- 31112121 51" Ipswich Scout Group Rushmere Sl Andrew PC Mission Ipswich East Church 10 Mr A Burton 111121- 617121 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of the dlreclors al Ihe dats the re DSr•ctOf nam• roved Name trustees klIng title to property belonging to dritY Trustee name
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the Charity on whose behalf the assets are held and how Ihis falls within the custodian charity's 0.e$ Delails of arrangements for safe custcrtly and segregation of such assets from the ¢hartty's own assets Addftlonal Inforniatlon (optlonal) Nam and addr888•s of advisèrs (Optlonal Inforniatlon) Type of Namo advlsor Namo of chlof oxKutlvo or names d senlor staff mombors {Optlonal Inforniatlon) Exemptions from disclosure Reason for non-di8dosure of ke rsonnel details Other o tional Inforniation
Declarations Tho trusto0s doclare that they havo approved the Irusts¢s' rnport above. Slgned on behall of tho charlty's truslees Signaturels) Full namels) Posltlon (eg Secretary, Chair. etc c.knLf 30.6. 2n2Z
PARISH HALLS- RUSHMERE ST ANDREW 3.085 £ 1126 975tyI £ 1,oeo Lbj 3.759.9) £ BI5. £ 329m £ 2.ts3W £ l £ 3.1W.CrfJ 1.885fO E 331 W £ 1.1Llj 326.CIJ £ 31fjt)) CAAACkts £ 1147.IYJ £ 2.•) Fi¥Ywtyr¥ty 2Q7.rpJ e 1181W E 3.479fy) 75.tXI I.114. E 4.1SIO) £ I1] E 1.996.W E 9720D 3,Y1QOD 3.4W.IXI £ 1A95C47 K•epCl J.W.OD E j £ 0.3ou¥J £ IwJf¥J 1&12 E E 11*1862 Fw In.81 E £ 31 725 12
)21 0,125.58 1,842.06 7•X4J £ E 1.164.CLI £ 8>).06 £ I.07 £ 1.31325 £ lJl.70 E 120&() £ 1,172.( 8•k 553.85 282.16 1.146. 42&71 £ na 76 W•w 1305.C• £ 2.W.1• trw•x• 275.U 333.19 1,059X £ 2,32721 12j4.tyj PAVE & I19 29.qe501 31.131 11.03 A1 E •7W4 £ £ £ 19879.16 8•lwrK4 W Ftr•• £ 13.461 17 5,Q)J PJ t 2441t. 6.Cfj).i¥J £ 48402.27 £ 67005
370m E 28.484 17 C4th4tBts&iIH¥•1 t.187•6 41&0 TQTK Li•4Lir £ U745.31 £ 28.416.t)5
£ 32.8BO 709351 £ 6CWOO £ 3• 973.60 £ 5.lY)J.fy) £ 23.41é. 3S) 17 360.17 370.rK) t 32178.20
HEELIS&LODGE Local Council Serrfices . Internal Audit Registered Charfty No: 1111060 ITh))me: £47.832.92 [KIlture. £57,605.06 £62,161.38 Income audit trails We examir&. All ft)und to LE In order. A dear rrenciThJ $eM Is In pr and detailed breakdown of income is rdJ. records are kerrt arKI the eX[ture sUPFrX by appropriate papth. Hiring agreanents are in pl. Bcrth ir¥)Jre ar exFeMJiture are dearty identifled for the individual halls. There were no ChUeS vmtten during the year. The impc crf the pand1C has bn offset through the relpt of grnnts arKI QKwnrnent furknuh s(t. The 2020 Annual Return has been recelved b/ the Charty Ccwnmission on tln. The Annual Gawal Meeting was hekl on 0610712021 at which the 2020 x£ounts were duly approv&l. The Charity have tsken steps to cpIY wlth GDPR and the rdevant wlicies are in e. It ts nrted that R6Jistratron wlth ICO is in ptace and the risk aSment was at a meeting held 2311112021. The bank rerondllatlon reconciknl with the Ctrop bank Kcount, IpswKh &Jilding knety acccNJnt and the Ino)me and Wenditure account. Debtors and Creditors e listal and ac£ounted for In the year ernl Balan Sheet. Monthly reconallations are orriaj OUL Income and expenditure fv the indlvKlual halls are trkl thrwgtrThL krovkjlng a dear alIt trBiI. The Secretaryrrreasurer keeps excellent records. Fees were reWj on 061712021 arKI a increase agrJ due to the Impact on groups due to the pandern. Hlre agreements are in for Ix)th jular a1 casual hirers. Payments received are banked prcKnth. An asset rejlster Is Sn pla and assets are Insur&1. TrE Charity has sat insurarKe o)ver for halls. Budgets are prepared (02102R021) and monitored emISlj the gcAxI finandal management s$ In plao. Risks are asses on an ongoing basis arKI action tsken as wulr. The Sffttsryrrreasurer provides comprehenslve reFQrts to the Committee so inf1 can be m. BW are monitoral during the year. Asset values are depreciat6J annually. Payroll rec(Kds were examined and all were in trder. R8Jukir Nl arKI Tax ctritiOnS have been made. Supwrtrng is in platr arKd Pfy)s have trn issued. Ps rquirad by HMRQ RTI 15 in or8ation. Cuent stsff do not qualfy for automatic pension enrolmenL Recdpts aThJ payments (TOSS refwerthj &Jainst supp(xtlNJ parevAyk. All were found to be In cts. The Secretsryrfreasurer keeps ttwh a1 v1 cyganistsj reo)rds vthith rmwje a dear audit trail. There were no mattets which give cause to tlIeVe that in, any materlal restrt, the Trust* have not met the rquirements of the Charity Act 1993 and the year aKI COUnts on[gnal by myself. Heather Heelis, 25 July 2022 HEELIS&¥LODGE detalb . l Hanbling Terre, SufftAK IP13 OPP Tef: 07732 681125 Email: