## **Trustees’ Annual Report for the period** **From** 01/07/20 **Period start date To** 30/06/21 **Period end date** **Charity name:** SANDLEHEATH VILLAGE HALL CIO **Charity registration number:** 1162952 ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the Para 1.17 Our Constitution states: ‘to establish
purposes of the charity and manage a Village Hall and to
as set out in its promote for the benefit of the
governing document inhabitants ... the provision of
facilities for recreation or other
leisure time occupation of individuals
who have need of such facilities.’
Summary of the main Para 1.17 and Since 2019, we have conducted a
1.19
activities in relation to successful c.£220,000 refurbishment
those purposes for the of a dilapidated church building in our
public benefit, in village, transforming it into a modern,
particular, the activities, efficient, attractive village hall. We
projects or services raised the funds for this through
identified in the grants from trusts and foundations,
accounts. corporate and municipal
organisations, and from donations by
members of our community who gave
some £16,000.
Our hall is marketed and let to a
variety of groups and individuals who
have need of such a facility, not least
the Sandleheath Community
Association (SCA) that conducts
activities and events in our village.
Statement confirming Para 1.18 Yes. Sandleheath Village Hall is a
whether the trustees public benefit entity. All expenditure
have had regard to the of income has been to refurbish the
guidance issued by the building, install equipment and
Charity Commission on facilities, develop the hall’s facilities,
public benefit pay for utilities and aid marketing.
There are no paid employees.
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Policy on grant making Para 1.38 We do not make grants.
**----- End of picture text -----**
**----- Start of picture text -----**
Policy on social Para 1.38 We do not make social investment.
investment including
program related
investment
Contribution made by Para 1.38 Our hall is managed by five, local,
volunteers volunteer trustees and four additional
volunteers assist them. The trustees
include the Hall Manager.
Other
**----- End of picture text -----**
## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
Summary of the main Para 1.20 Whilst it has only been fully open
achievements of the since mid-2021, our new village hall is
charity, identifying the already making a big difference in our
difference the charity’s community, becoming a successful
work has made to the and well-used amenity, and providing
circumstances of its a much-needed focal point for new
beneficiaries and any activities, social discourse and
wider benefits to society friendship, thus progressing our
as a whole. objective of improving social unity
and the quality of life in our village.
Importantly, we also seek to help
future-proof our village against any
potential circumstances, such as the
current pandemic, by using our hall’s
facilities to help develop and maintain
a close, supportive community in
Sandleheath.
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Achievements against Para 1.41 All Management, Letting and Future
objectives set Development objectives identified in
our Business Plan have been, or are
being, met. See Objectives
statement below.
Performance of Para 1.41 Our Business Plan required us to raise
fundraising activities the final element of our refurbishment
against objectives set funds by June 2022. In fact, this was
achieved in March.
John – can we put a figure?
Investment performance Para 1.41 NA
against objectives
Other We are a small, local charity, working
closely together with our residents
and we have created, and are
effectively managing, a superb
community hub.
**----- End of picture text -----**
## **Objectives** 1. **Mission** . The CIO will manage and develop SVH as a contemporary, efficient, viable and sustainable village hall, in order to inspire a strong, inclusive community in Sandleheath, preserve the building and limit its effect on the environment. 2. **Objectives** . To accomplish its Mission, the SVH CIO will adhere to the following objectives: a. **Management** . Successfully operate SVH by: (1) Providing a safe, welcoming, well-maintained environment that will promote social cohesion, combat exclusion and loneliness, and enhance residents’ village lives: the CIO’s Primary Service. (2) Preserving St. Aldhelm’s as an attractive, iconic landmark. (3) Maintaining an SVH Five-Year Plan through which Trustees will evaluate and progress SVH development. (4) Maintaining at least five SVH Trustees. (5) Encouraging groups and individuals to use the hall for activities that are attractive to Sandleheath residents, particularly the older and disabled population. (6) Managing and maintaining the building, meeting contemporary needs and standards. (7) Raising SVH annual running costs through hall letting and additional fundraising activity. (8) Monitoring the type and number of events and their attendance by numbers and age, and evaluating customer feedback. (9) Engaging and involving residents through community gatherings to assess the impact that SVH makes, responding flexibly to their needs. (10) Expanding volunteering opportunities, particularly for young people, which will enhance their daily life and positively influence their employability, through demonstrable voluntary work experience. (11) Measuring objectives against performance, adjusting them accordingly. (12) Setting realistic rates for hiring the hall. (13) Revising the SVH Business Plan to take account of experience. b. **Letting** . Gaining income from the premises to meet annual running costs and further development projects by: (1) Hiring it out to groups and individuals, within Sandleheath and beyond. (2) Diversifying and increasing use through proactive publicity. c. **Future Development** . Generating further work programmes to enhance SVH and its assets, with consequent fundraising appeals, with a view to enhancing the hall’s facilities and capabilities, and limiting SVH’s effect on the environment. ## **Financial Review** All yours John **----- Start of picture text -----**
Review of the charity’s Para 1.21
financial position at the
end of the period
Statement explaining the Para 1.22
policy for holding
reserves stating why
they are held
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
The charity’s principal Para 1.47 John
sources of funds
(including any
fundraising)
Investment policy and Para 1.46 John
objectives including any
social investment policy
adopted
A description of the Para 1.46 Failure to appoint trustees. The
principal risks facing the Constitution requires at least three
charity Trustees.
Landlord wishes to change or
withdraw the lease.
SVH CIO fails to cover annual running
costs through rental and fundraising
**----- End of picture text -----**
income. A catastrophic event renders the building unusable. SVH CIO fails to meet the terms of its lease. Other ## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 Constitution of Sandleheath Village
document Hall dated 23 July 2015.
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 The elected charity trustees must be
methods including elected at an annual general meeting
details of any at which all inhabitants of the area of
constitutional provisions benefit of 18 years and upward are
e.g. election to post or entitled to attend and vote.
name of any person or Elected trustees may select co-opted
body entitled to appoint trustees and the SCA maintains an
one or more trustees appointed trustee.
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Policies and procedures Para 1.51 SVH has a policy document entitled:
adopted for the ‘Trustee Induction Pack for
induction and training of prospective and new trustees’, which
trustees includes all induction and training
requirements laid down in the
Constitution and by the Charity
Commission.
The charity’s Para 1.51 Currently, there are five elected
organisational structure trustees. One is elected as Chairman.
and any wider network One is the Treasurer.
with which the charity
works
Relationship with any Para 1.51 Close informal relationship with SCA.
related parties
Other
**----- End of picture text -----**
## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Sandleheath Village Hall CIO
Other name the charity
uses
Registered charity 1162952
number
**----- End of picture text -----**
Charity’s principal address St. Aldhelm’s, Main Road, Sandleheath, Fordingbridge, Hampshire SP6 1TD ## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person
Dates acted if (or body)
Office (if
Trustee name not for whole entitled to
any)
year appoint trustee
(if any)
1 Keith Bennett Chairman SCA
2 Alan Booth
3 John Greener Treasurer
4 Nigel Holmes
5 Michael Richardson
**----- End of picture text -----**
Corporate trustees – names of the directors at the date the report was approved **Director name** NA Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** NA ## **Funds held as custodian trustees on behalf of others** John – nil? Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **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)** **Position (eg Secretary, Chair, etc)** **Date** SANDLEHEATH VILLAGE HALL CIO ACCOUNTS I JULY 2020 to 30 JUNE 2021 2020121 2019120 INCOME Grants 121.522 1.393 34.120 3,$01 217 526 1158 Donations Events Lettin8S 21X) Club Other Total 420 1307 124.842 39.522 EXPENSES Bank & Legal Gift Aid Insurance 127 190 72 772 702 575 816 296 216 102 496 228 Equipment Repairs Admin Rates Refurbishment Total 90,325 93,921 63,477 65,465 SURPLUS/(DEFICIT) FOR YEAR 30,921 -25,943 CASH POSITION 30 June 2021 MAIN ACCOUNT 3,797 29.614 -12.552 20,859 200 CLUB 1.215 1,307 TOTAL FUNDS 5,012 30,921 -12,552 23,381 openi￿ Cash Surplus for Year Prior Year Expens aoslnz Cash 2.522 I have examined the above Accounts and confirm that they are correct Mrs D Houghton Dated S,-J J-fv Ckn 18" 2021 Pinehill 4. Manor Farni Road SandleheatK SP6 IDY March 30th 2022 To Whom it may Concern. Dear Sirs, l act &s an independent e￿Miner of the accounts for the Sandleheath Village Hall. This is to confim that the financial records are recorded in a timely and accurate manner. They provide the Trustees with Consisienl dala on the sources of income and ca*gori¢s of expenditure. The charity operates within its means and maintains an appropriate level of reserves to meet any future adverse circumsLqn¢es. Sincerely yours. Mrs. Doreen G. Houghton In(kpendent Examiner