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2025-12-31-accounts

Company registration number: CE004873 Charity registration number: 1162379

HELPERBY VILLAGE HALL CIO TRUSTEES' REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2025

Helperby Village Hall CIO Contents

Page
Reference and Administrative Details 1
Trustees' Report 2—3
Independent Examiner's Report 4
Statement of Financial Activities (including Income and Expenditure Account) 5
Balance Sheet 6
Notes to the Financial Statements 7—9
The following pages do not form part of the statutory accounts:
Detailed Statement of Financial Activities (including Income and Expenditure Account) 10—11

Helperby Village Hall CIO Reference and Administrative Details For The Year Ended 31 December 2025

Trustees Mr Peter Mitchell - Chair Mr John Messenger - Treasurer (appointed 15/01/2025) Mr John King Ms Emily Ferguson (appointed 30/04/2025) Mr Alexander Robertson Mr Steven Wood Mr Michael Shepherdson Ms Aubrey Ambrose Mr Robert Bennett (appointed 28/01/2026) Charity Number 1162379 Company Number CE004873 Principal Address The Village Hall Helperby York YO61 2NS Registered Office The Village Hall Helperby York YO61 2NS Independent Examiner Julie Brook FCCA Approachable Accountants Ltd ACCA Westminster Business Centre 10 Great North Way York, YO26 6RB

Page 1

Helperby Village Hall CIO Company No. CE004873 Trustees' Report For The Year Ended 31 December 2025

The trustees present their report and the financial statements for the year ended 31 December 2025.

Objectives and Activities

Aims and Objectives

To provide a venue for recreational, social and educational activities for the benefit of the surrounding community.

Public Benefit

Maintenance of village hall and playground, including regular professional inspections of portable electrical appliances and fixed wiring, fire alarm system and fire-fighting provisions, and the children’s play area.

Hire of premises to individuals and groups (subsidised rates are offered to locals, or, exceptionally in cases of need, made available free of charge) and others, for courses, study groups and workshops, musical and theatrical performances, social occasions, and other activities which the Trustees consider beneficial to the local community.

Hosting of regular Village Hall lunches, which take place during the winter months, and Helperby Coffee Shop, a monthly community organised social occasion.

The trustees confirm that they have complied with the requirements of Section 17 of the Charities Act 2011 to have due regard to the Charity Commission’s guidance on public benefit.

Structure, Governance and Management

Governing Document

Charitable Incorporated Organisation with a voting membership.Constitution dated 17th April, 2015 based on the Charity Commission’s 'Association’ model.

Trustee Selection Methods

The Constitution provides for the affairs of the CIO to be managed by a committee of Trustees, of whom there must be a minimum of three and a maximum of twelve. Trustees must be aged 16 or over, though at least one must be 18 or over.

The Constitution requires that one third of the Trustees must stand down in rotation each year at the AGM to allow new Trustees to be appointed by Members of the CIO, existing Trustees being free to stand for re-election.

Trustees are not allowed to perform their duties until they have expressly accepted the appointment.

Membership of the CIO is open to anyone who is interested in furthering its objectives, has applied for Membership, and has accepted the duties of members as set out in the constitution. A Member may be an individual, a corporate body, or an individual or corporate body representing an organisation which is not incorporated. There is currently no charge for Membership.

Additional Note

Induction and training of trustees

Helperby Village Hall CIO is a subscribing Member of Community First Yorkshire, which provides information and support to those managing village halls and other local organisations.

The Trustees are encouraged to avail themselves of training opportunities: The Treasurer accordingly has used training materials made available by Community First Yorkshire.

Organisational structure

The Trustees endeavour to operate in a transparent manner in accordance with best practice, including periodic financial reviews in addition to regular risk and fire safety assessments. The management of the hall is guided by the membership, who appoint the Trustees.

Funds held as custodian trustee on behalf of others

The Trustees have agreed to hold funds on behalf of the Helperby Coffee Shop organisers, who do not have their own banking facility.

Page 2

Helperby Village Hall CIO Trustees' Report (continued) For The Year Ended 31 December 2025

Statement of Trustees' Responsibilities

The trustees (who are also the directors of Helperby Village Hall CIO for the purposes of company law) are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year. Under company law the trustees must not approve the financial statement unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing the financial statements the trustees are required to:

The trustees are responsible for keeping adequate accounting records which disclose with reasonable accuracy at anytime the financial position of the charitable company and to enable them to ensure that the accounts comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Small Company Rules

This report has been prepared in accordance with the special provisions relating to companies subject to the small companies regime within Part 15 of the Companies Act 2006.

The trustees' report was approved by the board of trustees and signed on its behalf by:

Mr Peter Mitchell Trustee 29/04/2026

Page 3

Helperby Village Hall CIO Independent Examiner's Report to the Trustees of Helperby Village Hall CIO For The Year Ended 31 December 2025

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 December 2025.

Responsibilities and Basis of Report

As the charity trustees of the Company (and also its directors for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (“the 2006 Act”).

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent Examiner's Statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

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.

Julie Brook FCCA 30/04/2026 Westminster Business Centre 10 Great North Way York, YO26 6RB

Page 4

Helperby Village Hall CIO Statement of Financial Activities (including Income and Expenditure Account) For The Year Ended 31 December 2025

Notes
INCOME AND ENDOWMENTS FROM:
Donations and legacies
4
Charitable activities:
Charitable Objective
Other trading activities
5
Investments
6
Other
7
EXPENDITURE ON:
Raising funds
Charitable activities:
Charitable Objective
NET EXPENDITURE
NET MOVEMENT IN FUNDS
RECONCILIATION OF FUNDS:
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
14
2025
Unrestricted
funds
£
25,709
24,718
1,793
283
5,042
2024
Unrestricted
funds
£
669
23,252
1,113
314
4,412
57,545 29,760
(5,639)
(53,225)
(1,910)
(28,600)
(58,864) (30,510)
(1,319) (750)
(1,319)
25,855
(750)
26,605
24,536 25,855

The notes on pages 7 to 9 form part of these financial statements.

Page 5

Helperby Village Hall CIO Balance Sheet As At 31 December 2025

Notes
CURRENT ASSETS
Debtors
12
Cash at bank and in hand
Creditors: Amounts Falling Due Within One Year
13
NET CURRENT ASSETS (LIABILITIES)
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
FUNDS OF THE CHARITY
Unrestricted Funds
TOTAL FUNDS
14
2025
Unrestricted
funds
£
1,473
23,363
2024
Total
funds
£
3,149
23,006
24,836
(300)
26,155
(300)
24,536 25,855
24,536 25,855
24,536 25,855
24,536 25,855
24,536 25,855

For the year ending 31 December 2025 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

On behalf of the board

Mr Peter Mitchell Trustee 29/04/2026

The notes on pages 7 to 9 form part of these financial statements.

Page 6

Helperby Village Hall CIO Notes to the Financial Statements For The Year Ended 31 December 2025

1. General Information

Helperby Village Hall CIO is a company limited by guarantee, incorporated in England & Wales, registered number CE004873 and registered charity number 1162379. The registered office is The Village Hall, Helperby, York, YO61 2NS.

2. Statement of Compliance

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)", Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Companies Act 2006.

3. Accounting Policies

3.1. Basis of Preparation of Financial Statements

The financial statements have been prepared under the historical cost convention.

The charitable company is a Public Benefit Entity as defined by FRS 102.

3.2. Incoming Resources

All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of the income receivable can be measured reliably.

3.3. Cash and Cash Equivalents

Cash and cash equivalents are basic financial assets and include cash in hand and deposits held at call with banks, other short-term highly liquid investments that mature in no more than three months from the date of acquisition and are readily convertible to a known amount of cash with insignificant risk of change in value, and bank overdrafts.

4. Income from Donations and Legacies

Donations and gifts
Grants
2025
Unrestricted
funds
£
624
25,085
2024
Unrestricted
funds
£
669
-
25,709 669

5. Income from Other Trading Activities

Income from Solar panels
.
Investment Income
Bank interest receivable
2025
Unrestricted
funds
£
1,793
2024
Unrestricted
funds
£
1,113
2025
Unrestricted
funds
£
283
2024
Unrestricted
funds
£
314

6. Investment Income

Page 7

Helperby Village Hall CIO Notes to the Financial Statements (continued) For The Year Ended 31 December 2025

  1. Other Income
2025 2024
Unrestricted Unrestricted
funds funds
£ £
Rental and other income from property 5,042 4,412
  1. Government Grants

Government grants recognised in the accounts were as follows:

2025
£
Brafferton & Helperby Parish Council
500
North Yorkshire County Council
4,585
5,085
9.
Independent Examiner's Remuneration
2025
£
Independent examination of the financial statements
300
10.
Staff Costs
Staff costs were as follows:
2025
£
Wages and salaries
8,263
No employees received employee benefits (excluding employer pension costs) for the reporting period of more
11.
Average Number of Employees
Average number of employees during the year was: 1 (2024: 1)
12.
Debtors
2025
£
Due within one year
Trade debtors
763
Other debtors
710
1,473
13.
Creditors: Amounts Falling Due Within One Year
2025
£
Accruals and deferred income
300
2025
£
500
4,585
2024
£
-
-
5,085 -
2024
£
300
2024
£
7,962
than £60,000.
2024
£
2,467
682
3,149
2024
£
300

Page 8

Helperby Village Hall CIO Notes to the Financial Statements (continued) For The Year Ended 31 December 2025

14.
Movement in Funds
Unrestricted funds
General:
General unrestricted fund
Total funds
Unrestricted funds
General:
General unrestricted fund
Total funds
As at 1
January
2025
£
25,855
Income
£
57,545
Expenditure
£
(58,864)
As at 31
December
2025
£
24,536
25,855 57,545 (58,864) 24,536
As at 1
January
2024
£
26,605
Income
£
29,760
Expenditure
£
(30,510)
As at 31
December
2024
£
25,855
26,605 29,760 (30,510) 25,855

15. Related Party Disclosures

Page 9

Helperby Village Hall CIO Detailed Statement of Financial Activities (including Income and Expenditure Account) For The Year Ended 31 December 2025

INCOME AND ENDOWMENTS FROM:
Donations and legacies
Donations from individuals
Donations from organisations
Grants
Government Grants
Charitable Activities:
Charitable Objective
Income from charitable activities (Hall Hire)
Events
Other trading activities
Income from Solar panels
Investments
Bank interest receivable
Other
Rental and other income from property
EXPENDITURE ON:
Raising funds
Cost of raising funds
Payroll fees
Independent examiner's fees
Charitable Activities:
Charitable Objective
Waste disposal
Wages and salaries
Electricity
Water rates
Repairs and maintenance
Cleaning and laundry
Improvement costs
Premises insurance
Printing, postage and stationery
2025
Total
funds
£
70
554
20,000
5,085
2024
Total
funds
£
50
619
-
-
669
20,267
2,985
23,252
1,113
1,113
314
314
4,412
4,412
29,760
(1,610)
-
(300)
(1,910)
(42)
(7,962)
(6,023)
(409)
(8,749)
(62)
(1,867)
(1,733)
(78)
...CONTINUED
25,709
16,187
8,531
24,718
1,793
1,793
283
283
5,042
5,042
57,545
(5,230)
(109)
(300)
(5,639)
-
(8,263)
(4,476)
(421)
(5,991)
(141)
(30,432)
(1,881)
-

Page 10

Helperby Village Hall CIO Detailed Statement of Financial Activities (including Income and Expenditure Account) (continued) For The Year Ended 31 December 2025

Telephone and internet costs
Computer software and maintenance costs
Licence fees
Other office costs
NET EXPENDITURE
(619)
(115)
(689)
(197)
(473)
(447)
(755)
-
(53,225) (28,600)
(58,864) (30,510)
(1,319) (750)

Page 11