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2023-04-30-accounts

Whalton Village Hall 2023 Annual Meeting 13th June 2023

Present:

Stephen Trobe (Chair), Richard Grix (Vice-Chair), Nicola Robson (Treasurer), Jamie Thompson (Secretary), Karen Fenwick, Anna Sill, Bev Wales, Linda Willis, James Metcalf, Richard Potter, Hayley Ramm

Apologies:

Ross Hobson, Geoff Bird

Previous Minutes:

Last year’s minutes were read, agreed as a good record and signed.

Chairman’s Annual Report

Welcome everyone to 2023 village hall annual meeting, a month earlier than last year.

I’d like to thank all the committee for their work over the year and special thanks to Richard for being vice chair, Jamie for being secretary and Nicola for being treasurer. Again, thanks to Linda and Andrew for keeping the hall and garden clean and tidy and also for organising all the user groups and bookings.

We normally get a grant from parish council which subsidises the rent of our local village groups. We will get this in due course, but the parish council has had problems accessing its bank account. It will be greatly appreciated when it arrives.

In September the village show was cancelled out of respect for the death of the Queen. It wasn`t an easy decision for the show committee but to protect show finances and obviously to show respect we cancelled nine days before the event thus avoiding cancelation fees if we booked the attractions for the 2023 show.

A quick review of the year:

October. Thanks to Bev and Shelley for liaising with Rook Matthews to find a new cottage tenant.

November. Saw another safe and successful bonfire night

December. 100 club started new year. With quite a few people dropping out of the draw, the committee did well to find new members and achieve a net increase of one member. There are now 340 members.

January. It was good to see the return of Burns night. Thanks to all concerned in organising this hugely popular event.

February. The show committee started organising 2023 show, after a shout out it was good to see some new committee members turn up.

April. Linda and Andrew organised a very successful music night raising money to subsidise our user groups against rising electricity costs.

May. The village hall was used to celebrate the king’s coronation – again another successful event.

Over the last year the hall saw four wedding receptions take place with furniture hire providing good income There are six weddings booked for the coming year.

The hall remains well-used in a wide variety of different ways: from the deer society to Guide dog training and from keep fit classes to young farmers events, as well as all other regular groups and users. I thank them all for their continued support.

We continue to take small steps towards building a sidewall extension. A professional plan has been drawn up and planning permission is being applied for. Funding support applications are the next stage if planning permission is granted.

Going forward the whole hall heating system needs to be assessed and probably upgraded, and we hope to tie this in with the extension plan to avoid too much disruption.

At the end of another year the hall stands in a good financial position and in good repair and I hope the coming year is as prosperous as the last.

Regards Stephen Trobe

Chairman 13.6.23

Treasurer’s Report :

Income

Whalton Village Hall Trust has had a fairly successful financial year, given the cost of living crisis affecting everyone, and often curtailing leisure activities,

when people have had to decide what to spend their income on. Our groups and regular users have returned after the pandemic restrictions of the previous years, and these play a vital part in maintaining a regular income, as well as providing a social centre for all.

Fundraising in this year was more successful than previous, a very well attended Burns Night for the first time in 3 years was a resounding success. Bonfire Night

was also very well supported, thanks to PAWS who are gradually increasing

their participation in the organising of this event, and their share of the profit,

which still keeps our support local.

The Hall cottage has been successfully let after major repairs to the wall, and this has also been a healthy source of income.

Grants received this year have been greatly reduced, owing to the restructuring of the Parish Council, however, the Hall will still be receiving the donations

from the council, although in the following year.

The 100 Club is still hugely successful and popular within the village (and afield), and our thanks must go to Stephen Trobe,

who manages it every year, which is not an easy task.

Expenditure

As always, maintenance of the Hall, and the cost of utilities, are the main expense. Costs of all items needed to maintain an attractive and well-used

hall have all risen over the last year and continue to do so.

A lot of the expenses are out of our control - electric, water rates, telephone, insurance etc. but where we can, we have spent carefully.

However, without a committee of volunteers, costs of running the Hall would be unsustainable, so thanks is given all round.

Summary

Hopefully, the Hall will continue to be well used by villagers and those from further afield for their events.

We look forward to an even more successful year, with the Hall remaining as a focal point for the village of Whalton.

Election of Officers:

The following were proposed and seconded and elected without opposition.

Chair : Stephen Trobe (Proposed by Richard Grix and Seconded Bev Wales)

Vice Chair : Richard Grix (Proposed by Bev Wales and Seconded James Metcalf)

Secretary : Jamie Thompson (Proposed by James Metcalf and Seconded Richard Grix)

(Anna Sill agreed to continue to act as reserve secretary).

Treasurer : Nicola Robson (Proposed by Richard Grix and Seconded by Bev Wales)

Nicola again agreed to continue on a temporary basis until a new Treasurer is found.

JT

June 2023

Treasurer's Report for the Year ending 30th April 2023

Whalton Village Hall Trust

Income

Hall Rent - regular groups 4,664.00
Hall Rent - Parties, etc 6,940.00
Weddings 5,260.00
Fund Raising 5,338.53
100 Club 3,380.00
Grants & Donations 1,070.00
Furniture hire 1,740.77
Cottage 5,950.00
Total £34,343.30
Expenditure
Electricity
3,479.11
Repairs & Cleaning
2,466.44
Telephone
517.12
Water Rates
435.34
Hall Manager 10,604.92
Insurance
1,859.25
Petty Cash
259.48
Sundry Expenses
209.98
Fund Raising Expenses
2,572.76
100 club
2,200.00
Donations
1,000.00
Cottage
4,869.65
Website
216.66
Total
£30,690.71
Income
34,343.30
Expenditure £30,690.71
Surplus £3,652.59

Statement of Assets and Liabilities Brought forward at 1st May 2022

Whalton Village Hall Bank account
£22,738.77
WVH 100 Club Bank account £5,372.00
Virgin Money Deposit account £46,512.96

£74,623.73

Brought forward at 1st May 2022
Whalton Village Hall Bank account
£25,211.36
WVH 100 Club Bank account £6,552.00
Virgin Money Deposit account £46,512.96
£78,276.32
Net asset movement £3,652.59

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Whalton Village Hall Trust On accounts for the year 30[th] April 2023 Charity no 1157248 ended (if any) Set out on pages (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/04/2023.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Name: Stuart J Moody

Date: 05/02/2024

1

Oct 2018

IER

Relevant professional ICAEW Member No 8762533 qualification(s) or body Firm 23 MR Limited (if any):

Address: 23 Morwick Road, Warkworth, Morpeth, Northumberland NE65 0TG

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

2

Oct 2018

IER

Treasurer's Report for the Year ending 30th April 2023

Whalton Village Hall Trust

Income

Hall Rent - regular groups
Hall Rent - Parties, etc
Weddings
Fund Raising
100 Club
Grants & Donations
Furniture hire
Cottage
Total
Expenditure
Electricity
Repairs & Cleaning
Telephone
Water Rates
Hall Manager
Insurance
Petty Cash
Sundry Expenses
Fund Raising Expenses
100 club
Donations
Cottage
Website
Total
Income
Expenditure
Surplus
Statement of Assets and Liabilities
Brought forward at 1st May 2022
Whalton Village Hall Bank account
WVH 100 Club Bank account
Virgin Money Deposit account
Brought forward at 1st May 2022
Whalton Village Hall Bank account
WVH 100 Club Bank account
Virgin Money Deposit account
Net asset movement
4,664.00
6,940.00
5,260.00
5,338.53
3,380.00
1,070.00
1,740.77
5,950.00
£34,343.30
3,479.11
2,466.44
517.12
435.34
10,604.92
1,859.25
259.48
209.98
2,572.76
2,200.00
1,000.00
4,869.65
216.66
£30,690.71
34,343.30
30,690.71
£3,652.59
£22,738.77
£5,372.00
£46,512.96
£74,623.73
£25,211.36
£6,552.00
£46,512.96
£78,276.32
£3,652.59