| Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | Trustees' Annual Report | for theperiod | for theperiod | for theperiod | |
|---|---|---|---|---|---|---|---|---|
| From | Period start date | To | Period end date | |||||
| Day 1st |
Month February |
Year 2025 |
Day 31 |
Month January |
Year 2026 |
Section A Reference and administration details
Charity name Walton Community Library Other names charity is known by None Registered charity number (if any) 1154607
Charity's principal address Charles Waterton House, 6 Almond Avenue Walton Wakefield Postcode WF2 6UA
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 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(if any) |
|---|---|---|---|---|
| Colin Moran | Chair | |||
| Bryan Harvey | Treasurer | |||
| Peter Heigham | Secretary | |||
| LibbyHall | ||||
| Maureen Penney | ||||
| Margaret Gibson | From 27thMay2025 | |||
| Jane Langridge | From 4thSeptember 2025 |
|||
| Dami Palliyaguruge |
From 4thSeptember 2025 |
|||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year | |||
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Names and addresses of advisers (Optional information)
| Type of adviser | Name Address |
Name Address |
|---|---|---|
| Independent Examiner | Brian Lister | Sandal, Wakefield, West Yorkshire |
Name of chief executive or names of senior staff members (Optional information)
Library Manager – Rita Anderson (Retired 31 December 2025)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution.
- (eg. trust deed, constitution)
How the charity is constituted
Charitable Incorporated Organisation (CIO)
- (eg. trust, association, company)
Trustee selection methods
- (eg. appointed by, elected by)
Trustees are elected by rotation, in accordance with the Constitution, by members of the CIO at the Annual General Meeting (AGM)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees.
-
the charity’s organisational structure and any wider network with which the charity works.
-
relationship with any related parties.
-
Trustees’ consideration of major risks and the system and procedures to manage them.
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Section C Objectives and activities
| Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
To advance education of the public of Wakefield in West Yorkshire and its environs, by the running and management of a community library and associated facilities for learning and individual skills development including the cultivation of art and arts activities and recreation and leisure activities for the benefit of the said residents. |
|---|---|
| The following weekly activities continued throughout the year: Nordic Walking group Cycling groups - both for Beginners and Experienced riders. ‘Walton Singers’ library community choir with approx. 30 members Toddlers group Bridge club Talk, Laugh and Craft Monthly events: Book Club: Whist Drive: Wine Evenings: Bingo Ad Hoc Events: Quiz Nights Choir Concerts (Rothwell Festival, Autumn Concert, Christmas Concert) Flower Arranging Workshops (Wreath Making) Children's Easter Craft Morning Bunny Trail Activity Beetle Drive Evening History of Robin Hood - Guest Speaker Children's Christmas Craft Morning Silvertime Legal Promotional Session Synchronised Swimming -Talk Trash for Treasure Nicola Mills bringing Opera to the People Organised 5k adult Fun Run at Walton Colliery Park- ‘Legging It for the Library’ which included a ¼ mile children’s fun run. With everybody receiving a medal. Organised the Holiday Reading Challenge (theme – Explorers). 63 children completed from Walton Primary Academy, and 12 from nearby schools, each reading six books during the holidays. Word Fest This year’s Word Fest was a great success, with a full turnout of 30 children and 30 accompanying adults. Everyone had a great time with Martin Cooper’s Magic and Circus Skills workshop. They particularly enjoyed the magic show where items vanished and reappeared. Parents, grandparents, and children also interacted and laughed while trying out the circus equipment. The annual photo shoot competition went ahead with the winning pictures selected by members of the public and used in the library calendar for 2026. |
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Arranged for the Phoenix Brass Band to perform for the residents in December.
31[st] January invited Nicola Mills who brings Opera to the People
General Library Services:
The library has four public computers and provides a printing, photocopying, and laminating service along with a children’s play area stocked with toys, books, and jigsaws.
We have had numerous new members join the library several of whom have offered their services as volunteer helpers.
The Trustees are mindful of their compliance obligations as trustees of a CIO regarding its governance and financial reporting and with regards to the public benefit obligation. The Trustees have fully considered the guidance on public benefit as issued by the CC in overseeing our work over the current financial year.
Additional details of objectives and activities (Optional information)
Walton Community Library does not make any grants.
You may choose to include further statements, where relevant, about:
-
policy on grant making;
-
policy programme related investment;
We do not invest any assets in a policy Programme Related Investment.
Volunteers have still played a significant and essential role in running the activities and have kept the spirit of the library alive within the village until we were able to move into our new premises.
- contribution made by volunteers.
Section D Achievements and performance
We have built on the existing activities we already deliver.
Summary of the main achievements of the charity Three students joined us for Work Experience. One from 24[th] -28[th] March during the year and the remaining two came in July. All three were keen and eager to learn. They picked up library operations quickly and were an immense help with setting up the Reading Challenge, where they were given a free hand in designing posters and certificates. They mixed well with the volunteers and hopefully left feeling they had accomplished something during their time with us. The schools contacted us to express their gratitude to the library for taking them.
Our Duke of Edinburgh Award student has now completed and has continued to work with us as an assistant library volunteer. Summer Reading Challenge proved a resounding success this year. We
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Section D Achievements and performance
saw a record number of 75 primary school children taking part in the challenge. Of those, an impressive 63 children completed the task by reading 6 books each, for which they were awarded a medal and certificate in recognition of their achievement. The remaining 12 children, who participated with great enthusiasm, received certificates acknowledging their efforts.
The choir performed at the Merrie City Festival on Sunday 24[th] August in Wakefield City centre. It appeared to go down very well, and we were asked to keep the date free for next year!
The Walton Library 5k Fun Run proved to be a truly social event with 135 runners (adults and children) participating along with 27 marshals, first aiders and spectators. It brought together residents from Walton, Crofton, and nearby areas, strengthening community ties and showcasing our beautiful nature park whilst highlighting the importance of health and wellbeing.
Section E Financial review
| Brief statement of the charity’s policy on reserves Details of any funds materially in deficit Further financial review details Youmay chooseto include additional information, where relevant about: the charity’s principal sources of funds (including any fundraising); how expenditure has supported the key objectives of the charity; investment policy and objectives including any ethical investment policy adopted. |
The Trustees have agreed to maintain a reserve of £10.000 which is reviewed annually. The reserve is equivalent to one year’s operating costs. |
|---|---|
| We do not have any funds in deficit. | |
| (Optional information) | |
| Expenditure has been used solely for running the library and funding the recreational and arts activities organised by the library, for the benefit of Library members and the residents of Walton. Investment policy is to keep reserve funds on deposit with a UK Clearing Bank covered by the FSCS. |
Section F Other optional information
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Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Peter Heigham Full name(s) Colin Moran Position (eg Secretary, Chair, Chair Secretary etc) Date
Appendix A - Organisation
Main Committee
8 Trustees
Manager
1 Manager of Library Operations – retired 31/12/2025
Membership
24 Charity Members
Sub-committees
Events and activities Operations
Volunteers
23 Regular volunteers
UA
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| Charity Name Walton Community Library |
Charity Name Walton Community Library |
Charity Name Walton Community Library |
No (if any) 1154607 |
|
|---|---|---|---|---|
| For the period from |
Period start date 2/1/2025 |
Period end date 1/31/2026 |
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts LibraryGenerated 4,292 Activities 10,434 Events & Fundraising 9,385 - - - - - 24,111 - - Sub total - Total receipts 24,111 A3 Payments Managers Fees 4,862 LibraryGenerated 16,534 Activities 4,877 Events & Fundraising 3,425 - - - - - Sub total 29,698 - - Sub total - Total payments 29,698 Net of receipts/(payments) - 5,587 A5 Transfers between funds - A6 Cash funds last year end 33,856 Cash funds this year end 28,269 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 4,292 10,434 9,385 - - - - - 24,111 - - - 24,111 4,862 16,534 4,877 3,425 - - - - - 29,698 - - - 29,698 - 5,587 - 33,856 28,269 |
Last year to the nearest £ |
| - - - - - - - - - |
4,292 | 2,784 | ||
| 10,434 | 10,526 | |||
| 9,385 | 14,410 | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 24,111 | 27,720 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 24,111 | 27,720 | ||
| - - - - - - - - - - |
4,862 | 3,185 | ||
| 16,534 | 6,175 | |||
| 4,877 | 4,782 | |||
| 3,425 | 5,563 | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 29,698 | 19,705 | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 29,698 | 19,705 | ||
| - | - - - - |
- 5,587 | 8,015 | |
| - | - | - | ||
| - | 33,856 | 25,841 | ||
| - | 28,269 | 33,856 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details Bank Account Details Details Details Books Computers Fixtures and Fittings Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 28,269 - - 28,269 OK to nearest £ - - - - - - 8000 2000 10000 Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| to nearest £ Endowment funds |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
Signature
Date of Print Name approval