||**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**|| |||||| |||||| **TAR** April 2025 1 ## **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. **TAR** April 2025 2 ## **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.| **TAR** April 2025 3 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 **TAR** April 2025 4 ## 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**
You**may choose**to 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** **TAR** April 2025 5 ## **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 **TAR** April 2025 6 ||**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