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2024-12-31-accounts

Financial Report for the Year Ending 31st December 2024.

Income:

The library’s income for the year was £32,835 an increase of 11k from 2023. The increase was largely due to a payment from Harbury parish Council re S106 funds held and a significant increase in donations of £2,200.

Grant funds of £42,000, were received during the year from The National Lottery Community Fund, Garfield Weston and 1961 Charitable Trust. As the grants were specifically granted for the new heating system this income has been treated as ‘Restricted Funds’. The balance of the heating project cost have been set against the S106 funds, reducing the funds to £4,780

Biblio’s gross income of £17,615 was similar to 2023, however the library was closed for 3 weeks of September due to the installation of the new heating system. Trading expenses increased by £494, the cost of coffee and general food having risen has now been addressed and prices adjusted.

Petty Cash:

The sale of tickets for Organisations continues to grow, managing this task can be onerous, but the service is welcomed by the village. Only the net of income and expense is recorded within the accounts.

Book sales increased, some sales are invoiced, and others are paid quarterly on receipt of sales. The main stay of petty cash is donations received by the main groups using the library and print/copy/laminate, which provides the funds for refreshments and newpapers.

Type of Income Square Card Pety Cash Total Paid Total Income
Book Sales 294.49 254.50 446.63 102.36
Card Sales 22.23 71.00 56.88 36.35
Audio Books 4.50 4.50
Donations 607.82 607.82
Harbury & Labroke News 0.79 16.80 22.70 -5.11
H&L Pens 4.12 13.00 48.18 -31.06
Miscellaeous 2.96 26.14 29.10
Print, Copy & Laminate 220.53 354.60 575.13
Total: 545.12 1,348.36 574.39 1,319.09
Type of Expense Petty Cash Total Expense
Consumables 20.05 20.05
Newspapers 352.10 352.10
Refreshments 283.35 283.35

Cash Banked

682.00 682.00
Total: 1,337.50 1,337.50

Expenditure:

A small increase in expenditure, takes in both positive and negative changes. Utilities and insurance increased by approx. 18% and library consumables almost doubled. Repairs and maintenance decreased by £2k.

Biblio’s replaced the fridge and freezer, and a new printer was purchased for the library, donations being received to cover their costs.

The monies held under Connections Cafe of £388.31 were paid to Harbury Church.

Overall, cost have been kept well under control, going forward we need to monitor the change to our utilities costs with the change of heating from gas to electric.

Summary:

A trading surplus of £10,039 is recorded, however the heating project cost £15k more than the grants received, therefore the S106 funds held at December 2023 of £21.5 k were allocated to the project. The fund as at 31[st] December 2024 were reduced to £4.6K.

The £18k originally allocated from the library's working capital to the heating project were not required, A separate document is available on the Heating Project budget and costs and attached at the end of this report along with the Statement of Receipts and Payments for the year 2024.

Considering all that has been achieved during the year, Harbury Village Library remains financially secure and looks forward to being a key part of the community.

I would like to thank Robert Powell who has for the second year carried out the audit, and as required completed and signed the Independant Examiners Report.

Rosemary Blackburn

Treasurer

March 2025

Receipts & Payments Acccounts - Harbury Village Library & Biblio's Cafe for the year ended 31.12.24

Receipts
Grant Payments
Donations (to Library & Biblios)
S106 Funds
Library Till
Events Revenue (Online Ticket sales)
Less Events Expenditure (Transfer to Event )
Hire of Premises
Biblio's Cafe - Gross Sales (Cash sales)
Biblio's Cafe - Gross Sales (Contactless)
Art Gallery - Fees & Commissions
Charity Recycle
Miscellaneous
Bank Interest
Spanish Classes (Net of Tutor Fees)
Square Card Reader Net Receipts **
Total Receipts to 31.12.24
Payments
Insurance (Net of Pre-school contribution)
Utilities (Net of Pre-school & E-Car)
Repairs & Maintenance
Equipment Purchases
Broadband/Phone
Cleaning (Library & Biblios)
Subscriptions
Library Consumables
Biblio's Expenses (Equipment Purchases)
Biblio's Expenses (Equipment Maintenance)
Biblios Trading Expenses
Sum Up Commission (Biblios)
Buy a Book Fund (Net of Receipts)
Bank Charges
Consultancy Fee's (Heating Project)
Volunteer's Party
Miscellaneous (Paid to Harbury Church re ConnectionsCafe)
Paid to Harbury News (sale of copies 2023)
Paid to Harbury Heritage Group (Book Sales)
Total Payments to 31.12.24
Restricted Funds:
Grants received for Heating Project
Project Cost to 31.12.2024
Project Defcit Against Grants
Represented by cash at bank:
Balance b/fwd January
Trading Surplus
Project Defcit Against Grants
Balance at Bank
Funds are made up as follows:
Bank Accounts 31/12/2024
CAF - Current Acc
CAF - Gold Acc
Total
Analysis of Funds - 31/12/2024
General Funds
Buy a Book Fund
S106 (Capital Exp)
Connections Cafe
2024
2023
500.00
1,120.34
2,356.90
160.00
8,303.00
-
314.50
334.06
5,355.39
4,823.99
531.40
-127.54
937.50
710.00
7,205.69
7,692.11
10,409.17
17,614.86
9,594.15
109.00
331.02
58.35
110.00
-
76.05
1,312.02
866.69
-
135.00
797.89
245.08
32,835.42
21,246.96
2,026.82
1,648.83
7,604.26
6,217.09
435.38
2,974.98
833.08
-
1,019.53
870.26
1,225.00
1,450.00
162.56
873.08
2,238.26
1,231.86
751.76
778.00
304.00
4,379.27
3,885.32
136.58
162.62
-
2.83
60.00
60.00
-
1,980.00
288.12
331.64
388.31
22.70
17.70
446.62
14.74
22,796.25
22,024.95
42,000.00
67,098.03
-25,098.03
53,641.15
54,419.14
10,039.17
-777.99
-25,098.03
38,582.29
53,641.15
2,213.91
3,879.58
36,368.38
49,761.57
38,582.29
53,641.15
33,156.67
31,032.19
554.96
554.96
4,870.66
21,665.69
-
388.31
38,582.29
53,641.15

Independent Examiner's Report to the Trustees of Harbury Village Library I report on the accounts presented of the Trust forthe year ended 315t December 2023. Respective responsibilities of trustees and examiner. The charity'strusteesare responsible forthe preparationof the accounts.The charity'strustees considerthat an auditis not requiredforthis yearunder section 14412) of the CharitiesAct 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibilityto: Examine the contents under section 145 of the 2011 Act. To follow procedures laid down in the general Directions given by the Charity Commission under Section 14515B) of the 2011 Act. To state whether particular matters have come to my attention. Basis of independent examiner's report. My examination was Carried out in accordance with general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison ofthe accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts. and seekingexplanation from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidencethatwould be required in an audit and consequently no opinion is given as towhether the accounts present a "true and fairview" and the report is limited to those matters set out in the statement below. Independent examlner's ststement. In connection with my examination, no matters come to my attention: 1. Which gives me reasonable cause to believe that in any material respect the requirements: to keep accounting records in accordance with section 130 of the 2011 Act. to prepareaccounts whichaccordwiththe accounting records and complywith the requirements of the 2011 Act have not been met; or 2. To which. in my opinion, attention should be drawn in orderto enable a proper understanding of t ac ountsto be reached. .J Signature: Name: Robert J Powell Professional Qualification: l.C.MA Date: Address". Westfields. Hall Lane. Harbury.Warks. CV33 9HG