Trustees’ Annual Report for the period
From 01.05.2023 To 30.04.2024
Charity name: Chagford Jubilee Hall Trust
Charity registration number: 1158870
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 | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | Trustees provide their time on a voluntary basis. |
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 | Chagford Jubilee Hall is in the centre of the small town of Chagford. It is used daily during the week and frequently at weekends for a range of community activities as detailed in the summary of main activites above. Bookings for the hall include one-off hirings as well as regular weekly, monthly and annual hirings. Maintenance work completed during this financial year includes improvements to the electrical system in the hall. |
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 slightly exceeding expenditure. Maintenance work has continue to ensure that the facilty remains in a good and safe state of repair |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We keep a reserve of £10,000 to allow for unexpected repairs or other unexpected eventualities. |
| Amount of reserves held | Para 1.22 | £10,000 |
| 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 – some of the windows need replacing and the wooden floor requires some repairs. 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 trusttes with nominations or volunteers invited from the community. |
| Additional information (optional) You may choose to include further statements |
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 (if any) |
|---|---|---|---|---|
| J. Millar | Treasurer | |||
| S. O’Connell | Bookingsecretary | |||
| G. Mead | Secretary | |||
| P.C. Webber | ||||
| L. Tufton | ||||
| R. Smith | ||||
| A. Finch | ||||
| I. Walker | ||||
– 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)
| Type of adviser Name Address |
Type of adviser Name Address |
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) Penelope Margot Jane Amerena Full name(s) Graham Peter Mead Position (eg Secretary, Secretary Trustee Chair, etc) Date 24/02/2025
Cash Flow 23/24 01/05/2023 - 30/04/2024
| 01/05/2023 - 30/04/2024 | 01/05/2023 - 30/04/2024 |
|---|---|
| Source/Destination Amount |
|
| Electricity (Expenses) £ -1,663.76 |
|
| Gas (Expenses) £ -1,164.32 |
|
| Insurance (Expenses) £ -1,707.16 |
|
| Miscellaneous (Expenses) £ -72.15 |
|
| Music and Premises Licenses (Expenses) £ -757.78 |
|
| Repairs and Maintenance (Expenses) £ -1.60 |
|
| Repairs and Maintenance:Equipment (Expenses) £ -120.95 |
|
| Repairs and Maintenance:Premises (Expenses) £ -11,957.84 |
|
| Restricted fund expenses:Garden expenses (Expe £ -556.10 |
|
| Telephone (Expenses) | £ -447.22 |
| Wages (Expenses) | £ -6,153.60 |
| Waste collection (Expenses) | £ -196.00 |
| Water and sewerage (Expenses) | £ -2,626.69 |
| Website (Expenses) | £ -138.00 |
| Hire of Hall (Income) | £ 24,882.93 |
| Interest on deposit account (Income) | £ 120.34 |
| Rent of premises (Income) | £ 3,948.50 |
| Restricted donations (Income) | £ 700.00 |
| Right of way licenses (Income) | £ 1,050.00 |
| Total | £ 3,138.60 |
| Summary | |
| Beginning Balance | £ 31,863.50 |
| Total Income | £ 30,701.77 |
| Total Expenses | £ 27,563.17 |
| Ending Balance | £ 35,002.10 |
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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 2024.
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
20 January 2025