Trustees’ Annual Report for the period
From Period start date To Period end date
Charity name:
Charity registration number:
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide a community facility for public and private events, including educational, social and entertaining. To provide a venue for sporting and cultural activities |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Weekly flea market Exercise classes Badminton and table tennis clubs Singing groups Memory and community café Concerts and drama events Film festival Arts and crafts shows and markets Private hire for weddings, funerals and other gatherings |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | We confirm that the trustees have had regard to the guidance issued by the Charities Commission on public benefit |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment All trustees contribute voluntarily Para 1.38 Contribution made by volunteers
N/A Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Use of the hall has good momentum and is now used daily during the week and frequently at weekends for a wide range of activities. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
N/A |
|
|---|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A | |
| Investment performance against objectives |
Para 1.41 | N/A | |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We have remained solvent with income just exceeding expenditure. Maintenance work has continued |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We keep a reserve of £10000 to allow for unexpected repairs and unexpected eventualities |
| Amount of reserves held | Para 1.22 | £10000 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Our main income is normally from hall hire. We receive rent from the county library and the local history society which use part of the building, and also for right of way licences for properties adjoining the hall. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | Parts of the building still need some significant work – electrics need upgrading and some of the windows need replacing. We currently have funds for this. Our insurance covers most risks for a village hall. We also carry £10000 as a contingency fund for building repairs. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Charitable Trust Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Elected by existing trustees with nominations or volunteers invited from the community |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
Induction is by existing trustees |
|
|---|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | A representative from the Parish Council along with a representative from hiring bodies are included among the trustees |
|
| Relationship with any related parties |
Para 1.51 | N/A | |
| Other | N/A |
Reference and Administrative details
| Charity name | Chagford Jubilee Hall Trustees |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1158870 |
| Charity’s principal address | Chagford Jubilee Hall Chagford TQ13 8DP |
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 (ifany) |
|---|---|---|---|---|
| Ric Smith | chair | |||
| Graham Mead | secretary | |||
| Jill Millar | treasurer | |||
| GayHill | Parish council | |||
| Sarah O’Connell | BookingSecretary | |||
| Chris Webber | ||||
| Nick Jolliffe | ||||
| AndyFinch | ||||
| Colin Barnes | Retired May2022 | |||
| Isabeau Walker | ||||
| Lucy Tufton | Commenced November 2022 |
|||
– Corporate trustees names of the directors at the date the report was approved Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and | addresses of advisers (Optional information) | addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser |
Name Address |
|
| N/A | ||
Name of chief executive or names of senior staff members (Optional information)
N/A
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Jill Millar
Position (eg Secretary, Treasurer Chair, etc) Date 6/3/2024
Independent examiner’s report to the trustees of Chagford Jubilee Hall Trust Charity no: 1158870
I report to the trustees on my examination of the accounts of the Chagford Jubilee Hall Trust (“the Trust”) for the year ended 30 April 2023.
Responsibilities and basis of report
As the charity trustees of the Trust you are responsible for the preparation of the 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 examiner’s statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
The accounts do not accord with those records.
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.
Sally Wonnacott FCCA, CTA, BSc(Hons) Thornworthy Lodge Chagford Devon TQ13 8EY
26 November 2023
CHAGFORD JUBILEE HALL TRUST
Receipts and Payments Account for the year ended 30 April 2023
| Operating Activities Receipts Hire of hall Rent of premises Right of way licenses Interest on deposit account Council Grants Covid Total receipts Payments Wages Gas Electricity Water and sewerage Insurance Waste collection Repairs and maintenance: Garden - Restricted funds Premises Equipment Telephone Advertising and website Music and premises licenses Miscellaneous including capital purchases Operating surplus/expense Opening cash funds Closing cash funds Contingency reserve Unrestricted cash funds Assets Freehold premises of the Jubilee Hall Furniture and equipment at the Hall |
10,000 21,891 |
2023 £ 19,356 3,721 970 27 - 24,074 4,737 1,812 1,728 910 1,629 196 671 5,516 1,095 398 360 686 2,706 22,443 1,631 30,260 31,891 (not valued) (not valued) |
2022 £ 13,987 6,160 930 1 11,954 |
|---|---|---|---|
| 33,032 | |||
| 4,906 1,921 1,545 548 1,557 196 415 21,943 1,002 60 1,308 355 73 |
|||
| 35,831 | |||
| -2,799 | |||
| 33,059 | |||
| 30,260 | |||