CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 18t January 2022 3151 December 2022 Perfod start date Period end date Charlty name: Parish Halls Rushmero St Andrew Charlty registratlon number. 1111060 Objectives and Actlvlties Summary of th8 purposes of the charity as set out in ts goveming document Para 1.17 The Propety together wth the lrnst fund and its inccxne shall be applied for th8 purposes of a village hall or halls for the use of the inhabitsnts of the Parish of Ru3hmere St Andrew without distinction of sex. sexual orientation. age. disability. national¢ty. race or political. r8lvJious or other opinions, induding use of the Prop8ty and any other land and bullding8 of the Charity for meetirvJs. lectur85 and dasses or other forn of recreation and leisure ts'me occupati¢)n in the interests of sooal welfare w7th the object of imwoving tho cmlitions of Irfe for the said Inhabitants. Summary of the main ath'vities in relalion to those purposes for the publlc benefit. in particular, th8 aclivilies. projects or S8rvices identtfied in the accounts. Para 1.11•J The aftamath of Cov19 Intinu9d to impact on activities throughout 2022. Some of our regular hirers were unae to continue due to loss of trir members and redvctvjn of attendees. Approximately 41 regular hirS used the hall in 2022, they induded arL crafts. keep fft. dan, theatre. parent and toddlers. Wl, camef8 club, S(1 and ywth groups. Casual hirers for one off events such as fllY celebrations, wedding receptions etc continued to be lower than pre Covid-19 levels with approximatety 66 brM*ings. Slat8ment Gonfirming whelher the trustees have had regard to the guida6 issued by the Charity Commission on pU1C benefit Para 1.18 Tfustoes are aware that the Charity is a Public Benefit Entity and in accordance with Charty CommisSn guidance. the Charity has a primary obieclive to provide seNices and social benefft for the o)mmunty. Equity is provided th a view to SUPFQrting the entity's primary objectives rdther than with a view to providing a financial retum kn equity providers or members.
Addltlonal information (optional) You ma choose to indude further slatemerts wl*re relevant abou P•• 1.38 Poll¢y on grant making 1J8 Policy on social inv8stmant including program related inv8stm8nt Contribution made by volunteers kn1a Other Achlevements and Perforniance Chairnian's Report This rEWt was sulmnitted at the Parish Halls- Rushmere St Andr8w Annual General Meetsng on 27th July 2023 for the FlnarKial Y8ar ended 31st D8rnber 2022. Summary of Ihe maln achievements of the chanty, idenlrfying the difference the charfly's work has made to the circumstances of its beneficiaries and any wkler benefils to lety as a whole. kn120 trirj 2022 we eleded group representatives, Mrs Jan Treadaway from The Order of the Women's Freemasons and Mrs Kaye Amold from Ru$hmere Evenlng Wl a5 new Twstees. At the end of 2022 had 4 Trustee v8canci8s as Mrs Howell stepped down at the Annual Meeting. We wll conb'nue with i)ur attempts to recruii new Trustees from our regular hirers and events suth as our open days hekl at the hall each year. I would like to thank all of our Trustses for their ntinued suptKXI. (Xjr cafetakng team continugj to be led by Mike Sarbutts as Caretaker Supervisor throughoui 2022 and l am grateful for his supwt and rJJmrnrfment vthich is vital in maintaining and running the halls. Mike Sarbutts and Ernma Ruddy continued to successfijll share the admin duties
follcwKvJ the departure of Lisa Foster th& previous year. Emma Ruddy succe55fully applied for a grant from the Enabling Comrnunty Budget of Cllr Newton and Gllr Hedgl8y in June 2022 to improve the thairs al Rushmere Village. Feedba¢k from regular hirers has shown that the chairs have had a positive impart on hall users with mobility issues. I would like to thank Mel Bentley for h support in the role of Wice-chairman and his help 7Aryth w11cs, technical issues and maintaining the halls which is Invaluab. In 2022 we dkln't s88 tha retum of casual bookings to the pre Covid-19 levels that we had hoped for, 85 the communty w8r8 Still cautious of s¢xialising despite the Govemments "Living Covid-19' Roadmap. As we enter8d 2023 bookings remained lower than hop8d for due lo the energy (xisis and (a)st of liwng (sIS and this has impacled our inrne. AS a r&suli of thi$ and the increase to our own energy costs and rising core running costs wg had no cpbon but to increase the hire fees for our regular hlrers. We hehj our flr8t open day In February 2023 to advertise the faciliti'es available to hire armd regular dubsl acb'vilies held at the halls to th8 local mmunlty. The day was very successful ar)d we are holding a similar event in the Autumn. We also trialled special offers to inuease casual b(M)kings for famity celebrati8 arnl we are monitoring their I remain pogiTve that rylh the support of our staffing team and valued support of our Trustees we will begin to see a steady IrKxease of bwkings in the second half of 2023. Mr5 Margaret Tarling Chairman Parish H8Rs- Rushmere St Androw Additional Infomiatlon (optlonal) You ma choose to include fixlher statements kn relevant atM)Ut: Achievements againsi objectives set
P8rfomance of fundraising activitl8s againsl objectives set P3r3 1A1 Investment perfomiance against ol'eclives p1.41 other
Financial Review Review of th8 charity's financial posrtion at th8 end of the period Pwa 121 Treasur¢r¥ Report 1" January- 31 Bank Balances as at 31•t December 2022 £ 29.268.56 Suffolk Building Society £ 19.712.50 Ineomo R•port The halls in¢(Mne for the year end 31¥t December 2022 was £63,367.20 Th18 compares to prevtous years 88 follows: 2021 £48,402.27 (£41,308.71 not including fuTIou9h scheme) ' 2020 £52,192.98 (£40.244.36 not indudlng furtough scheme) 2019 £66,188.76. 2018 £64.947.03 Parish Halls receNed an Enabling Communlty Grant of £3,000 to replace the chairs at Rushmere Willage Hall. ExndIture Report Expenditure for the year end 31° Decembar 2022 was £76,547.52 (exduding the £3.C grant exndrtufe. Thls CMPareS to previous years as follows: 2021 £57.605.06 (exdudirwj the £6.000 grant expenditure) 2020 £62.004.03 2019 £65.429.41 2018 £70,856.23 There was grant expenditure in 2022 of the Eriabling Communty Grant of £3.000 towards the replament chairs at Rushmere Village Hall. Tho purthase was mpleted in May 2022 from Rosehill Fumiture. Summary Rlsing energy and runniTrJ costs of the halls compared to income generaled from iwkings is a concem and should ntinue to be montied as uncertainty with t*)okn'ngs looks set to ntinUe. 021 repNt had £569.35 Furlough income incorrecty categorised and showed income £47.832.92.
Statement explaining the policy for holding reseNes stating why they are held Pwa 122 The Management Committee sets a budg each year in respect of projected repairslreFdacement costs in reSpt of works to be carried oul during that year. This is term General Building maintenan urKJer the heading, Planned Maintenan(x. An anb)unt of £5,000 is also Induded in the budget as an Earmarked Contingency Fund. In any year. however. additional works may need lo be carried out which were not envisaged when the budget was set.. in some cases also, for vanous reasons. th8 costs allocated have to be exce8d8d In order for the work to be completed. The Managemènt Committ8e have delegated authority lo the Chairnan and e Chaimian to authorise essentsal unbudgeted repair5 or replacemant without thelr prior approval up to £5,000 per num. the costs of such r8pairs or r8placemenl being drabn from the Earnarked Contsngency Fund. CirMstarn may also aris8 during the year where costs have to b8 In(rred In an emergency. that is, in ¢ases of extreme risk to the dellvery of a full and safe hiring servbce to customers and where such costs are likety to exceed £5.C1. If such a situatron were to arise the authorlty of th8 Management Committ98 would be required but because the matter would need urgent 8Ction, 8 spe(?al meeting Vul be need to be nVened in acrdanCe with the iemi8 of the Trust Deed. thal is by thè Chairman or any iwo members of the Managemant Committee giving rMX16ss than seven claar days notice lo the other member5 of the Management Committee of the matters to dlsoJsl. It may not be possible or practscable for the whole Committee to meet in Ihese armstan6 bul as low as the meeting is quorate in accordance wtth section 12.5 of the Trust Deed any decisions arrived at by the meeting woukl be valKI. For the sake of g(xxl order thosa decisions must be re)rted lo the xI full meeting of th8 Managemerrt Commrttee. If a quorate face-trpface meeting proves impossible to hokl in the timescales required by the nature of Ihe emergency expenditure. then a ZO Virtual Meeting ma be convened. whith a ain must be
quorate with de(asKms re[le at the nexl full Management Commrttee meett'ng. Amount of reserves held Para 122 The Charity ld5 an eaM(ed conts'ngency reseNe of £5,000. In addition £23.416.C6 is held to cover any fluctuab'ons in income fr(Nn hall rentals and cover any unforeseen buihjin maintenance. Reasons for holding zero reserves Details of fund materialty in déficit Explanation of any uncertainties atxjut the charity continuing as a going concorn 122 Pw4124 N¢)n• Pw8123 N¢)n• Addltlonal Inforrnallon (optlonal) You ma choose to include further statements relevant alyyjt The Charitys prI1paI sources of funds linduding any fundraising) P•a1A7 Investmgnl policy and objectives including any soaal investment policy adopted Pwi 1.48 A description of the pdrripal rksks facing the charity Para 1A6 Other
Structure. Governance and Management Description of charity's trusts.. Type of gov8ming document Para 125 Trust Deed How is the charity constituted? .-poraled Pwa f25 in Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or b¢xly entiued to appoint one or more trustees Parn 125 Seven elected membgrs 01gCted annually at thè AGM. Seven appointed membars appointed by the Management Committee from minees of users of the halls. Addltlonal Inforniatlon (Optnal} You ma choose to include further statements we relevant about: Polici88 and procedures adopted for the induction and Iralnlng of Irustees p11 The charity's organi88tional structure and any wider nelwork wlth whth the charity works Pwa 151 Relationship wlth any related paitios P¥ 1S1 Other Reference and Administratlve details Chari name Other name the cha istered char number Charty's pn'ncipal addre&8 Parth Halls Rushmere St Andrew 1111060 Village Hall RuShrne St Andrew Humber Doucy Lane Ipswch IP4 3P0
Names of the charity trustees who nwnage the charlty TN$tso Tham• Olll¢• {rf any) Chnan N8me of person lor body) titknd In¢ tr¢Tst tfan Elected Mrs M Tarfing Mr M Benuey Mr J Withey Mrs J Clarf(e Mrs A Cooper Mrs S Abbott Vlce Chaimian Elected Elected Elected Elected Orwell Art Club 51Bt Ipswich Scouts Rushmere St Andrew PC Order Women Freemasons Rushmere Evening Wl Elected Mr M Colbert Miss A Cracknell Mrs J TadaWaY Mrs K Amold Mrs J Howell 10 11 111 January to 30th June 2022 12 13 14 15 16 17 18 19 20 rate truslees- nanes of the d1rect at the dat8 the rè Dlrnctor n*m• Nam8 of trustees holding lille to Ixopety trA1ng to the tharity Trust•• nam•
Funds held as custodlan trustees on behalf of others Descripb'on of the assets held in thi$ capacty Name and obj'ects of the charity on whos8 behalf the assets are held and how this falls wthin Ihe custodian charity's obj8(ts Details of arrangem$ for Safe custody and segregation of su(* assets from the charity's own assets Addltlonal Informallon (optlonal) Namos and addrums of advisors (Optional inlomiatlon) Typo of Namo Addrn5S •dvl8•r Namo of chlef oxé¢utlve or names of senlor staff mmbors (OpUonal Inforniatlon Exemptions from disclosure Reason for non4isdosure of ke rsonnel delai15 Other o tional Infomiation
Declarations Thè tru8tg05 doclaro that thay havo approved tho trusta•s' roport abovo. Slgned on behalf of the charlty's trustees Slgnature(s) Full nam•(s) Position {•g Secretary, halr. etc) irtc 271712023
PARISH HALLS. RUSHMEFIE ST ANDREW È E 7.1tyJ £ IIZW t t lJ4Sal E t 1.44 £ 12 40tsr t Xl1 Vl4r 74 £ IJ£ lJklg t •Q7• t £ 1•110 317* ¢ t¥iuJ PAn• E I41v
L* 103 Jts13 3oJsl
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HEELIS&LODGE Local Council Services . Intemal Audit Registered Charity No: 1111060 Income: £63,367.20 EXdIre. £76,547.52 ReSs. £48,981.06 Income ¢tht trails w¥e examined. wwe ]nd to be in order. A dear rethncing ts in pe and detailed breakdown of InCC is rorded. rwds are kept and the expendthjre is suprorted by appropriate pa[Ik. Hiring agreements are in pla. Both income and exFendibJre are dearly identified for the indivual halls. Thwe we no thques Writt during the year. The 2021 knnual Rern has been by the Charity Commswn on 151812022. The Pnnual Gejwal Meding was hdd on 3010612022. The ijarity have tsken step to corn wth GDPR the rebevant poli¢ies are In pla. It Is noted that RegIstratic wlth ICO Is In arKI the rlsk assesrnt was reA&ya1 at a I19 hehd on 2910912022. The bank rLroncillatron reccnalaj with the CTrop knk 1p5th lIdIng S(Kiety the Income and Expenditure CcAJnt. Debtors and Cralitors wwe lied and accounted for in the year Balan Sheet. Monthly recondliaticns a Carr ou Income and expenditure for the individual halls are trac thrwghout. tmiding a dear audit trall. The SecretarylTreayJrer keeps excellent records. Fees were rekned on 061112022. a 0% nuease ag for regular h1 and an inuease agr& for casual hins. agreernts are pla for both regular and casual hirers. P3yftEnts recdved are banked Fyomoty. An asset register Is In place and aets a In9Jred. The a11ty has satsw cover for toth halls. dgets are wepared ((610112022} and nKmitc*e(1 gnFI)aswg the l1 fNw¥Jal rnanag sfftms In place, Risks are assessed cn cffooiThJ basis and lon tak as r4ulred. The Secr&aryrrreasurer provldes comprehensive P)rts to the Committee Infoj dl90r6 can be made. dgets are rnnltor&J durfng the year. Asset values are deedat nualty. Payroll records were examlned and all Vre ftn kn order. Regular NT and Tax contriiNJtSons have iEen made. Supporting paperwoth is In pl and P60s have ieen i59Jed. As r£yiir&Y by HMRC, RTI is in operation. Salarles were a meetlng hdd on 112022. Receipts and payments were cn)ss SuptIng paFeworL All wwe fwnd to be In order. The Secrtarytrrea5urer keeps wdl organised whKh wovide a dear aKlit trail. There were no matters whth give cause to bve that n, matrrial re5m the Trustees have nLt met the requlrements of the (Jadty P£t 1933 a1 the yew a(munts have be Clrtegned ty mysdf. M&3ther Heelis 16 April 2023 HEELISLILODGE Contsrt ddaits . l HeMLrj Terr, IP13 OPP Tel: 07TJ2 681125