## **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: 1. Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. 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_**| |||||