SHERBURN AND VILLAGES COMMUNITY TRUST
ACCOUNTS
31 MARCH 2024

SHERBURN IN ELMEf COMMUNITYTRUST
CONTENTS
CONTENTS
Pages
Trustees, Annual Report
Independent Examiners, Report on the Accounts
Charity Commission's Statement of Financial Activites and Balance Sheet
9-10
Detailed Receipt5 and Payment5 Accounts
11-14
Statement of Assets & Liabilities
15
Notes to the Accounts
16

Trustees. Annual Report for the period
Period start date
Period end date
Year
'. Year
2024
From
2023
To 31
March
Section A
Reference and administration details
Charity name
SHERBURN AND VILLAGES COMMUNITh TRUST
Other names charity is known by
Registered charity number (if any)
1166770
Charity's prinGipal addres5
SHERBURN & VILLAGES COMMUNITY LIBRARY
FINKLE HILL
SHERBURN IN ELMET
Postcode
LS25 6EA
Name5 of the charity trustees who manage the charity
Dates acted if not for whole
ear
Trustee name
Office (If any)
Name of person lor body) entitled
toa
oint trustee
ifan
Trustee Resolution
E Sibson
Appointed 26.02.24
K Packham
Chair
Trustee Resolution
H Elderkin
Trustee Resolution
A Hodgson
K Sibson
Resigned 26 July 2023
Trustee Resolution
Vice Chair
Trustee Resolution
A Robertson
Trustee Resolution
J Famier
Trustee Resolution
J Fewkes
Treasurer
Trustee Resolution
Trustee Resolution
Ken Taylor
Resigned 11 December
2023
10
S Phipps
D Dando
Appointed 26 June 2023
Appointed 26 June 2023
Trustee Resolution
Trustee Resolution
12
13
14
15
16
17
18
Names of the
trustees for the
charity, if any,
(for example, any
custodian
trustees)
19
20
Name
Dates acted if not
for whole year

Names and addresses of advisers (Optional inforniation)
e of adviser
Name
Address
Name of chief executive or names of senior staff members (Optional Infonnation)
Section B
Structure, governance and management
Description of the charity's trusts
Constrtution
Type of governing document
How the charity is constituted
Charitable Incorporated Organisation
Trustee selection methods
Appointed by resolution
Additional governance issues (Optional infomiation)
We have followed on from our Strategic Review by setting clear goals and
objectives for ourselves and improving our communication.
You may choose to include
additional information, where
relevant, about:
The Trustees have had regard to the guidance issued by the Charities
Commission on public benefiL
policies and procedures
adopted for the induction and
training of trustees.,
the charity's organisational
structure and any wider
network with which the charity
works.,
relationship with any related
parties.
trustees, consideration of
major risks and the system
and procedures to manage
them.
Section C
Ob'ectives and activities

Summary of the objects ofthe
charity sel out In its
governing document
In April 2023 we were appointed by North Yorkshire Council as the
Community Anchor Organisation for our area. Our role 18 to help our
communty to thrive and be resilient. In September we appointed an
Outreach and Partnership OffieAr to build networks and help us to
respond to community need. We re￿iVed funding from the Household
Support Fund to provide food vouchers and aGtivities to help residenls
with the cost of living crisis. We opened up our Comrnunty Library for
Wann Wednesdays, running monthly evenls with free refreshments. In
January we started Well being walks around the lown, providing an
opportunity to get out of the house and take part in exercise of 1 10 2
miles, followed by coffee arKI a chat. These walks are proving very
popular and we have received some excellent feedback on the benefits.
At Easter we ran a Book Treasurer hunl around the town in which 130
families took part.
Our Comtnunity Library has continued to build its customer base and
provides vital information lo our community. We provide help and access
to computer5 for those struggling with our digital age. We offer free
children's acttvities on many days of the week and Knit and Natter meet
on a weekly basis. We also have monthly sessions for family ancestry
and local history. A project called Brave Words was delivered in
conjunction with local schools to help children to express themselves
through film and poetry.
The Old Girls School Community Centre has ￿allY bounced back and is
very busy with a full range of activities for all age groups, from baby
groups, to toddler adventure activities, Rainbows, Ghildren's theatre
groups, FEAST holiday dubs. gaming, U3A meetings. Italian and
Spanish lessons, Tai Chi, Yoga and fitness classes. Fund raising takes
place via a Chtistmas Fair and fashion shows in conjunction with a local
business, plus a variety of other events. The Community Cinema has
continued with a regular monthly prograrnme and we now have a loyal
audience who value this local amenily.
The Trust became a founder member for We are Sherburn, a CIC which
was launched in September to join the dots between businesses,
education and communty. It already has 90 members and is proving a
great pla￿ to make connections and make things happen.
Summary of the main
activitle8 undertaken for the
public beneflt In relation to
these objects (include withln
this section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on publlc
benefit)
Employees we now have 7 employees all of whom go above and beyond,
ensuring that our operations work efficiently and serve our local
community.

Volunteers. We would be unable operate withoLrt our fantastic volunteers.
We still have the loyal group of people who have been with us from the
start. We have also managed to recruit new volunteers to join in our wide
range of activrties.
Our Trustee Board continues to be hardworking. made up of a group of
representalive and likerninded trustees who continue to drive the
organisation forward and make it responsive lo changing local need. Two
trustees have stood down during the year and we thank Ihem for their
service which is rnuch appreciated.
Additlonal details of objectlves and activities (Optional infomation
You may choose to include
further statements, where
relevant, about:
policy on grantmaking;
policy programme related
investment:
contribution made by
volunteers,
Section D
Achievements and performance

Section D
Achievements and performance
Summary of the main
achievements of the charity
during the year
Wellbeing Walks - 29 walkers in the first 10 weeks and recruited 3
additional volunteers.
Helped 3350 people through Staying Healthy Independent and
Connected grants.
Helped over 400 families through cost of living crisis via the
household support fund and Sherbum In Elmet Town council
grant over the winler.
Increased the footfall in the library by 90h to 31 .000 visits and the
number of participanls in the Summer Reading Challenge by 210/0
Increased the average occupancy at OGS by 500h percent an
average roorn rate by 430A, so we are now nearly at break even of
covering our cosls.
Delivered a diverse and interesting range of events for the whole
community -cinema, live music, theatre, filness classes, U3A
meetings, children's activilies, fashion shows, Christmas and
Easter fairs, lalks, local history and anceslry, Brave Words and
the Summer Reading Challenge.

Section E
Financial review
The Trust had total bank reserves of £354,521 (2023 £325,392} of
which £6,993 (2023 £16,374) are restricted reserves. all of which
relates lo the library. The Reserves Policy was reviewed to ensure we
have sufficient funds to cover any major building works for the Old Girls,
School as rt is a Victorian building for which we are wholly responsible
under Ihe terms of our lease. We also have funds to ensure we hav¢ at
least 6 months operating costs.
Brief statement of the
charlty's policy on reserves
Detalls of any funds materially
In deficlt
None
Further financlal revlew detalls (Optional infomiation>
You may choose to include
additional informalion, where
relevant about:
the charity's principal
sources of funds (including
any fundraising).,
how expenditure has
supported the key objectives
of the charily-
investment policy and
objectives including any
ethical investment policy
adopted.
The library conlinues to receive financial support from local parish
councils.
The Community Support Network has received financial support from
North Yorkshire County Council.
Section F
Other optional information
Future plans
Section G
Declaration
The trustees declare that they have approved the trustees, report above.
Signed on behalf of the charlty's trustees
Signature(s)
Full name(s)
Posltlon (eg Secretary, Chair,
etc)
Karen Packham
Chair
Dats
121,,11

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examinerfs Report
Report to the trusteesl
mernber3 of
SHERBURN AND VILLAGES COMMUNITY TRUST
On aG¢ounts for the year
ended
31 MARCH 2024
Charity no
(if any)
1166770
Set out on pages
9-15
I report to the Irustees on my examination of the accounts of the above
charity (°the Trust") for the year ended 3110312024.
Responslbllltles and As the charity trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordance wilh the requirements of the Charities Act
2011 ('the Act").
I report in respect of my examination of the Trust's accounts carried oul
under section 145 of the 2011 Act and in carying out my examination, I
have followed the applicable Directions given by the Charity Commission
under section 145(5)(b) of the Acl.
I have completed my examination. I confirm that no rnaterial matters have
come to my attention in connection with the exarnination which gives me
cause to believe Ihat in, any malerial respect:
accounting records were not kept in accordance with section 130 of
the Act or
the accounts do not accord with the accounting records
Independent
exarniner's statement
I have no Goncerns and have come across no other matters in connection
with the examination to which attention should be drawn in order to enable a
proper understanding of the accounts to be reached.
Slgned:
Date:
Name:
MICHAEL CHILD
Relevant professional
qualification(s) or body
(if any):
F.C.A
Address:
CHILD & CO CHARTERED ACCOUNTANTS
20 KIRKGATE, SHERBURN IN ELMET
LEEDS, LS25 68L

Section B
Disclosure
Only complete rf the examiner needs lo highlight matters of concern (see CC32,
Independent examination of charity accounts: directions and guidance for
examiners).
Glve herè brief details of
any itoms that the
oxaminer wishes to
dlsclose.

CHARITY COMMISSION
FOR ENGLAND AND WALES
rDurn ana viisagps LomTr,uniTy F fusT
'711¥an￿}
667-, 0
Receipts and payments accounts
CC16a
For the period
from
To
0110412023
3110312024
Section A Receipts and payments
Unrestricted
funds
to th• D￿rtst
Restricted
funds
Endowrnont
fund•
Total fund•
Last year
to th• £
to th• n￿r￿l t
to th• nv•re•t £
to the n•arn8t £
A1 R•¢¢lpts
Donatson. Legaaes & Grants
Events
Foes for Chantsble Servie*s & Interest
Hire of Rty)m & Cinema
21.895
18,690
3,$84
80.636
29.101
265,590
18,690
10.495
60,803
Sub total (Gross income for
AR)
124,805
29.101
153.906
336.888
A2 Asset and Investment sales,
{$ee table).
Sub total
124,805
29.101
1S3.906
336.888
A3Pa
mgnt8
Costs of events
Repair5 & renewals
Light & h¢at
Rent 8 Cinema
Pnnting, postag•, Stsknonery. advert
Wage5
Cleaning
Telephone
Donabons
Grant money expenditure
Sundry
27,700
7,6ZO
3.017
27.700
7.620
8.431
9,080
188,411
8,074
3,750
632
66,752
512
1.090
101
20.129
5,021
5.414
68,790
1,190
Sub total
81.752
40.737
121489
303.552
A4 Asset and Investment
urchases,
seo tsble
Sub total
81.752
40,737
122.489
303.552
Net of receiptsl(payments)
AS Transfers between funds
A6 Cash fund8 last year ond
Cash funds this year end
43.053
11.636
31.417
33.336
304.474
347.527
18.629
6,993
323.103
354.620
289,766
323.102

Section B Statement of assets and liabilities at the end of the period
Unrestrict&d
funds
io nearest £
Restrlcted
funds
to nejregt E
Endowment
funds
to n￿r•St £
ategor',p
L*Ctail.
81 Cash funds
Bank knounts
347.528
8.993
Total cash funds
347.528
0,993
balanc•s With T8￿p￿ payTherts
accourrtl¥)I
Unreglrlcted
funds
to n8aro•t £
Re¥lricted
funds
io no•r•sl £
Endowment
funds
De￿ilS
lo rwre5t £
Fund to which
a$5et belon
current valug
ional
Details
Cosl loptlon•ll
83 Investment assets
Fund to whi¢h
asset belon
DÈi¢iSDS
Cost loptlonall
Currant valuè
omal
84 Assets retained for the
charity's own use
Fund lo which
Arnount due
Wh•n d
onal
Detaile
Axwals
B5 Liabilities
ithre5trictecJ
2,289
Signed by on8 or fv40 trustees on
behaw of all the truslees
Oate of
val
Signature
Print Name

RECEivfs & PAYMENTS ACCOUNT
FOR THE PERIOD ENDED 31 MARCH 2024
OLD GIRL5 SCHOOL FUND
RECEIPTS
2024
2024
2023
2023
Grants
Donations
Calendars, cards, mugs
Fundralsing events
Cinema
Room Hire
Rental income
2,(￿.00
306.07
2,272.32
12,842.21
3,618.95
46,099.15
16,760.09
171,600.68
274,20
1,074.00
6,488.15
37.065.11
12,211.86
Total Recelpts
83.898.79
228,714.00
PAYMEKrs
Calendars, cards etc
Wages
Cinema
Costs of fundraising events
Room hire
Repairs & renewals
Telephone
Training
Utillties
Cleaning
Printing & Stationery
Professional fees
3,403.60
56,134.98
1,641.45
5,979.87
436.22
1,357.20
47.765.37
4,361.04
5,708.41
1,189.72
144.00
8.430.87
447.92
159.66
184,468.25
1,063.57
844.41
8,073.89
153.17
4.49
1,620.00
Total Payments
83.676.70
249.711.39
Surplus of receipts over payments
222.09
-20,997.39
Balance as at l April 2023
51,577.86
2¢)4,332.44
Transfer to Reserves
7,222.86
131,757.19
Balance as at 31 March 2024
44,577.09
51,577.86
11

SHERBURN AND VILLAGES COMMUNITY TRUST
RECEIPTS & PAYMENTS ACCOUNT
FOR THE PERIOD ENDED 31 MARCH 2024
LIBRARY FUND
RECEIPTS
2024
2024
2023
Z023
Councillor Grant
Community Anchor Grant
Parlsh Councll Grants
Restart Grant
Food Grant
Grants
NHS App Grant
Donations
Magic Grant
Locality Grant
NYCC
Rent/Room Hire
Taklngs
Fundraising
750.00
7.500.00
6,989.50
15,000.00
4.655.00
14.445.61
4,417.75
15,000.00
2,000.(bQ
3,010,00
1,000.00
600.00
IOD.OD
500.00
5,000.00
3,025.00
7,404.50
2,831.94
101.25
14,158.00
3,576.03
Total Receipts
66,424.14
45,640.44
PAYMENTS
Rent
Wages
Vending expenses
Repalrs
Events
Office supplies
Cleaning
Volunteer expen5e5
Marketing
Donations
Grant money expendlture
3,750.00
6,521.81
1,474.20
2,683.31
980.38
482.75
358.93
726.75
120,00
100.52
9,160.13
18,365.98
262.72
1.911.69
6.503.55
441.93
569.07
458.06
666.06
6.161.05
Total Payments
35.340.11
26,358.78
Surplus of receipts over payments
31,084.03
19,281.66
Balance as at l Aprll 2023
16,374.03
37,978.10
Transfer to Community Fund
Transfer to Reserves
65.274.10
106,IS9.83
13.351.25
Balance as at 31 March 2024
34.106.81
16,374.03
12

SHERBURN AND VILLAGES COMMUNITYTRUST
RECEIPTS & PAYMENTS ACCOUNT
FOR THE PERIOD ENDED 31 MARCH 2024
CQMMUNITY FUND
RECEIPTS
2024
2024
2023
2023
NYCC Grants
Fyrlou8h
SCAG Grant
SHIC Grant
SCAG Event Donation
Minibus Grant
42,250.00
2,0(X).00
Total Recelpts
44,250.00
PAYMENTS
Meal on Wheels
Wage5
Travel Expenses
Telephone
Trust
12,465.05
26.20
Events
Repair5
Pocket Park
Marketlng
Donations
SHIC Grant to SVS
Professional Fees
Refreshments
210.00
25.00
10,969.00
2,555.00
181.33
Total Payments
26,431.58
Surplus of receipts over payments
17,818.42
Balance as at l April 2023
47,455.68
Transfer from Library Fund
Transfer to ReseNes
65,274.10
Balan¢e as at 31 Marth 2024
13

SHERBURN AND VILLAGES COMMUNITYTRUST
RECEIPTS & PAYMENTS ACCOUNT
FOR THE PERIOD ENDED 31 MARCH 2024
GENERAL FUND
2024
2024
2023
2023
RECEIPT5
Interest
Rent
Other income
OGS asset provision
Library asset provision
3,583.60
371.77
3.750.00
100.oo
14.048.32
14.29
Total Re￿ipts
3,583.60
18.284.38
PAYMENT5
riooring for OGS
Rentax Hygiene
I,050.(￿)
0.00
3.471.10
Total Payments
3.471.10
1.050.IXI
Surplu5 of receipts over payments
112.50
17,234.38
Balance as at l April 2023
255,151.40
Transfer from Llbrary Account
Transfer from OGS
13,351.25
7,222.86
106,159.83
131,757.19
Balance a5 at 31 March 2024
275,838.01
255,151.40
14

SHERBURN AND VILLAGES COMMUNITY TRUST
STATEMENf OF ASSETS & LIABILITIES
AS AT 31 MARCH ZOZ4
2024
2023
Notes
CURRENT ASSErs
Cash at Bank and in hand
354,521.91
325,392.32
CURRENT LIABILITIES
Creditors
2,289.03
NET ASSErs
354,521.91
323,103.29
Represented by,,
RESTRicfED FUNDS
UNRESTRICTED FUNDS
6.993.33
347.528.58
18,629.48
304,473.81
354.521.91
323,103.29

SHERBURN AND VILLAGES COMMUNITYTRUST
NOTES TO THE ACCOUNTS
FOR THE PERIOD ENDED 31 MARCH 2024
I. ACCOUNTING POUCIES
. Basis of acccunting
The account5 have been prepared in accordance with the Charitie5 Att 2011.
2. UNRESTRicfED FUNDS
Surplus
recelpts
over
Add
grants
Whyd
Less
8fdnt5
f4vd
A5at
31st Marrh
2024
1st Aprll
2023
Trdnsfer
Between
Funds
payments
Old Gir15 School Fund
49,322.41
222.09
-7.222.86
o.oo
o.oo
42,321.64
Llbrary Fund
31.084.03
-1.715.10
0.00
29,368.93
Community Fund
0.00
0.00
Reserves
255,151.40
112.50
20574.11
0.00
275,838.01
304,473.81
31,418.62
11,636.15
347,528.58
3. RE5fRicfED FUND5
A5at
1st Aprll
2023
Surplu5
receipts
over
Add
ranls
b/fv4d
Les$
grants
cllwd
Asal
31st Mar¢h
2014
Transfer
Between
Funds
payments
Old Girls School Fund
2.255.45
0.00
2.255,45
Library Fund
16.374.03
-11.636.15
0.00
4.737.88
Community Fund
0.00
ReseNe5
0.00
18,629.48
11,636.15
6,993.33