SHERBURN AND VILLAGES COMMUNITY TRUST
ACCOUNTS
31 MARCH 2025

SHERBURN IN ELMET COMMUNITY TRusr
CONTENTS
CONTENTS
Pws
Trustees, Annual Report
Independent Examiners, Report on the Accounts
Charity Commission's Staternent of Financial Activites and Balance Sheet
9-10
Detailed Receipts and Payments Accounts
11-14
Statement of Assets & Liabilities
15
Notes to the Accounts
16

Trustees. Annual Report for the period
Period stsrt date
Period end date
From
April
2024
To 31
Mar
2025
Section A
Reference and administration details
Charity name
SHERBURN AND VILLAGES COMMUNifv TRUST
Other names charlty Is known by
Registered charlty number (If any)
1166770
Charity's principal address
SHERBURN & VILLAGES COMMUNITY LIBRARY
FINKLE HILL
SHERBURN IN ELMET
Postcode
LS25 6EA
Names of the charity trustees who manage the charity
Dates acted If not for whole
èar
Tru¥tee name
OffiG¢1Sf any)
Name of person lor bodyl eniitled
toa
olnt trusteé
ifan
Trustee Resolution
E Sibson
K Packham
H Elderkin
Chair
Trustee Resolution
Resigned 24 June 2024
Appointed 30 June 2025
Trustee Resolution
Trustee Resolution
Trustee Resolution
H Oldfield
K Sibson
Vice Chair
A Robertson
Trust8e Resolution
J Farmer
Trustee Resolution
Trustee Resolution
J Fgwkes
Treasurer
S Phipps
Trustee Resolution
10
12
14
15
16
18
Names of the
trustoos for the
charity, If any,
(for example, any
Gustodian
trustees)
19
20
Name
Dates acted If not
for whole year
TAR
2021-22

Name8 and addresses of advl8ers (Optional informatlon)
of adviser
Name
Address
Name of chief executlve or names of senlor staff members (Optlonal inforniatlon}
Section B
Structure,
overnance and mana
ement
Description of the charlty's trusts
Constitution
Type of governing document
How the charity is constituted
Yb,.).. a¥L'-
-iat!KJi?. corfipan"'i i
Charitsble Incorporated Organisation
Trustee selection methods
e? ip￿,.# binte4 b:. Fle-
Appointed by resolution
Additional governance Issues (Optlonal Information)
Based on our Strategy we developed Action Plans for each pillar of the
Charity and monitored progress with key metrics.
The position of Chair transitioned in October 2024 from Karen Packham to
Sue Phipps.
You may choose to include
additional information, where
relevant, about:
policies and procedures
adopted for the induction and
training of trustees:
the charity's organisational
structure and any wider
netwofk with which the charity
relationship with any related
parties.,
trustees, consideration of
major risks and the system
and procedures to manage
them.
TAR
2021-22

Section C
Objectives and activities
Summary ofthe objects ofthe
charlty set out in Its
govemlng document
The year 2024 - 2025 has seen the wntinued success of our three
pillars.. The Old Girls, Sd)ool Community Centre, The Community Llbrary
and The Community Anchor Organisation for our ar•a, helping our
ommunity to thrive and be resilient.
Our Trustee Board continues to be hardworkin9, a dedicated group of
local Trustees who continue to drive the organisalion forward and make it
responsive to changing lorAI needs. Two trustees have retired during thg
year and we thank them for their dedicated seryice. The highlight has to
be the partnership wrth Now Then CreatTve which commenced
summerlautumn 2024. recruiting delivery partners to create artistic
projects in all the local schools. This culminated in the summer of 2025 in
an excellent participatory Art5 Event with active contributions for local
school children and adults.
We continued to see growth at our Communlty Centre, The Old Glrls,
School. We saw an 110/0 increase in occupancy supported by 697
volunteer hours. The Trust secured funding for sustainability and
accessibility improvements, resulting in a new self-closing door and
filted kitGhen tv better prpvide hot drink5 and facilitie5 for basic Gookin9
training. We continue to offer a fvll range of activities for all age groups,
from baby groups, to toddler adventure activities, Rainbows, children's
theatre groups, Gaming, U3A meeting5, Italian and Spanlsh lessons, Tai
Chi, Yoga and fitness classes. The Communily Clnema welcomed 410
people to watch 1670 minutes of film. We also welcomed a new leasor to
the team with the opening of Café 1876. bringing delicious food and
drinks and a buzz to the building. Finally, the School hosted a thank you
event for our Volunteers in the summer of 2024, it was great to bring
together all our hardworking and dedicated volunteers for a light meal
with entertainment induding a local magician, which went down really
well. Many volunteers only see their own and adjacent shifts, so it was
great to bring many people together to share experiencos.
Summary of th• maln
actlvities undortakon for the
public benefit in relatlon to
the88 objects {Include withln
thi8 sectlon the statutory
declaratlon that trustees havo
had regard to tho guldanc•
188ued by the Charlty
Commlsslon on public
beneflt)
Our Community Anchor team went from strength to strength. Through
funding and kind local donations, we ran a very popular Pop-up
Community Café through the winter months. which provided a warm and
Welcoming space. This saw 17 café sessions run by 16 volunteers who
gave 294 hours of their time, catering for an amazing 524 people -
seNing hot drinks and soup along with different donated cakeslsnacks
eath week. Three staff members obtained their Level 2 Food Safety
Training. The biggesl highlight was the connection we saw, bringing
people together in friendly companionship through the darkest months.
The cafe sessions provided opportunities for us to welcome a number of
other organisations to provide infomiation and support to local residents
indudin9: Sherbum Community Larder. NYFRS Communtty Safety who
arranged five home safety visits. Sherbum Safèr Neighbourhood Police
and The Yorkshire Energy Doctor, who was able to help an attendee to
get a £250 rebate on their energy bill.
This was paired in the spring with the D￿lta1 Induslon Project which saw
8 newl trained volunteers assist 45
leto
et online and solve tech
2021-22
TAR

problems.
Wellbeing Walks have continued to grow in popularity,, 312 peopl8 have
joined the walks run by 6 trained volunteers, including 2 x Heritage Walk$
by the Chalr of Sherbum History Society. Through the Household
Support Fund we 8UPPOrting 680 Ioc81 re¥ident8 Vi8 food initiative3.
Meanwhile, the Llbrary has continued to provide an excellent service to
the local Community, open Monday-Tuesday, Thursday-saturday, by a
dedicated team of over 70 volunteers. This year saw 31000 library users
and 7 330 volunteer hours. Funding was seeured to upgradé tha toilet.
being the only public facilty in the town ¢entre.
Addltional detalls of obJectlvo8 and actlvltles (Optional Inforn)atlon>
You may choose to indude
further statèments, where
relevant, about:
policy on grantmaking.,
policy programme related
investment;
Gontribution made by
volunteers,
Section D
Achievements and performance
2021-22
TAR

Section D
Achievements and performance
Summary ol th? maln
achlevements of the charlty
durlng the year
Key achievements at The Library..
The Wami Welcome Space initiative ran through the colder
winter months. funding from Sherbum in Elmet Town
Council and North Yorkshire Council providing 1000 free hot
drinks, not only offering a hot drink and a wann space, but
bringing people together.
Due to popular demand, introduced a second weekly
Storytime session.
The summer saw another successful Summer Reading
Challenge with more completers, more young volunteers
and trwice as many events and activities than the previous
year.
Hosted a Volunteer Showcase event bringing together 13
local organisations lookin9 to rècruit volunteers.
Brought together wider parts of the community by facilitating
a number of events and information dropin sessions in the
library including: LPA information, Fostering NY drop-in,
Safer neighbourhoods police drop-in, local camera club
exhibition.
Accessible Sherburn accreditation and accesslbility
improvements to ensure all local residents can easity access
library services. Purchasing tools and providing more
infomation to asslst neurodivergent customers; training
volunteers in disabilty awareness.
Collection point and pattem issuing point for knitted poppies
and blankets for the homeless.
Hosted an evening Creative Writing Group as part of the
Now Then Arts festival.
TAR
2021-22

Section E
Financial review
The Trust had total bank reserves of £354,447 (2024 - £354,521) of
which £1,811 (2024 - £6,993) are restricted reserves, all of which relates
to the Old Girts, Sthool and Community Fund. The Reserves Pollcy was
reviewed to ensure we have sufficient funds to cover any major building
works for the Old Girls, School as it is a Victorian building for which we
a￿ wholly responsible under the temis of our lease. We also have funds
to ensure we have at least 6 months operating costs.
Brlef $tat•m•nt of the
charlty's pollcy on r•sorv0s
Detalls of any funds materlally
In deflclt
None
Further flnanclal review detslls (Optional informatlon)
You may Choo￿ to include
add5tional information, where
relevant about:
the charity's principal
sources of fvnds (including
any fundraising);
how expenditure has
supported the key objectives
of the ¢harity'
investment policy and
objectives including any
ethical investment policy
adopted.
The library continues to receive finanaal support from local parish
councils.
The Community Support Networt( has received financial support from
North Yorkshire County Council.
Section F
Other optional information
Future plans
Section G
Declaration
Tho trustees declare that they have approved the trustses. report above.
Slgned on behalf of the ¢harlty'$ trustees
Slgnature(s)
p..
Full name(s)
Posltlon (eg Secrotsry. Chalr.
etc)
Karen Packham
Dats
TAR
2021-22

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report
Report to the trustsesl
member5 of
SHERBURN AND VILLAGES COMMUNITY TRUST
On accounts for the year
ended
31 MARCH 2025
Charlty no
(If any)
1166770
Set out on pages
9-15
I report to the trustees on my examination of the accounts of Ihe above
harity (Ihe Trusf) for the year ended 3110312025.
Re8ponslbllltles and As the charity trustees of the Trust, you are responsible for the preparation
ba818 of report of the accounts in accordance with the requirements of the Charities Act
2011 ('the Acr).
I report in respect of my examination of the Trust's accounts carried out
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 Act.
I have completed my examination. I confimi thal no material matters have
come to my attention (other than that disclosed below ") in connection with
the examination which gNes me cause to believe that in, any material
respect:
accounting records were not kept in accordance wlth section 130 of
the Act or
the accounts do not accord with the accounting records
Independent
examiner's statement
I have no concems 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.
' Please delete the words in the brackets rf they do not apply.
9 /10/2S
Signed:
Date:
Nam•:
MICHAEL CHILD
Relevant professlonal
quaiiflcation(si or body
(If any):
F.C.A
Address=
CHILD & CO CHARTERED ACCOUNTANTS
20 KIRKGATE. SHERBURN IN ELMET
LEEDS, LS25 68L
Section B
Disclosuro
Onty complete if the examiner needs to highllght matters of concern (see CC32,
Indgpendent examination of charity accounts: directions and guidance for
examiners).
IER
Octobar 2018

Glve hern brlef detallg of
any ltsms that the
examlner wishes to
dlsclo88.
IER
Octob•r 2018

(HARITY COMMISSION
FOR ENGLAND AND WALES
Receipts and payments accounts
CC16a
For the perlod
from
To
0110412024
3110312025
Section A Receipts and payments
Unrestrlcted
lund6
Restrlcted
funds
Endowment
funds
Total fund$
Last y•ar
to thg ngaMI
lo the n?aTesl £
lo thg ng•rg•t £
to th• n•ar••t£
A1 Recel ts
D¢n3tsor., Legacies & Grants
Fundrais1ng Events
Fees lor Chantable SeNicÈs & Imeresi
Hire of Rwm & Cinema
37,394
16.274
3.7BO
74.961
20.103
57.497
18,274
3.780
SO,996
18,690
3.584
60.636
tota
ross income
or
AR)
132,409
20,103
152.512
153,908
sse
an
Inves
men
e$,
Total recelpts
132.512
A3Pa
ment8
Cost5 of funera151ng events
Repairs S renewals
Lioht & heal
Reot & Cinerna
Pnnling, postage. slabwwy. attvefl
Vlages
Cleaning
Telephone
Donatsons
Grant tnoney gxp8n(Jilure
Sundry
10.465
10,405
8.433
8.778
1,467
81,365
1.245
1.410
10.465
10,405
8,433
8.778
1.467
81,365
1.245
16,151
7,62Q
8,431
2,077
1.268
74,501
4,488
1,190
3.477
255
25.286
2J,783
255
6,16t
602
Sub total
127,300
25,286
152,5
122,4Bg
A4 A88et and Invesvnent
sub iorai
127,JOO
25,286
152.J88
122,489
Ne¢ of reGeipts/{payments)
A5 Transfèrs between funds
A6 Cash funds last year end
Cash funds thls year and
5,100
6,183
74
31.417
352.637
1.41Q
3S4.447
354,520
CCXX R1 aGcounl¥ ISSI
0711Q12Q25

Section B Statement of assets and liabilities at the end of the period
Unre•trl¢ted
fund•
to n••F••t £
351837
R••trfctsd
fund¥
to nHrn•t £
Endowm•nt
fund8
to n￿r•ll E
.11￿(10r..fr
Oi friili
81 Cash fund•
1.810
Total cash funds
352,837
1.J10
Unrn*trfct•d
fun¢•
R••trictod
fund•
to np•Th•t £
Endowment
rund8
to n••Mt t
Details
to rxar0•t t
82 Other monetary a$sets
Fund to whlch
s•t b•lon
urr•nt v•lu•
tlonjl
Dclai15
Cott loptlon*ll
Fund to T*thkh
a•8•t bolon
Curr•nt v•lu•
lonal
Deiails
B4 Assets retalned for tho
charity's own u80
Fund to whkh
IL•bll
Afflount du•
When dy•
Ooi3119
B6 Llabilltlea
Slgned by one or ￿ tru¥t¢*s on
t*hatf of all th• trultees
Slgnature
Prlnt Name
Dale of
roval
CCXX R2 accounts ISSI
io
1)811012025

RECEIPTS & PAYMENTS ACCOUNT
FOR THE PERIOD ENDED 31 MARCH 2025
OLD GIRLS SCHOOL FUND
RECEIPTS
2025
2025
ZOZ4
2024
Grants
Donatlons
Calendars. cards. mu8S
Fundralslng events
Clnema
Room Hire
Rental Income
17,100.70
1,378.28
1.365.68
6.936.09
1,964.39
53,396.24
15,047.11
2,OIXI.00
306.07
2.272.32
12,842.21
3,618.95
46,099.15
16,760.09
Totsl RKelpts
97,188.49
83,898.79
PAYMENTS
Calendars, cards etc
Wages
Clnema
Cost5 of fvndralsln8 events
Room hlre
Repalrs & renewals
Telephone
Tralnln8
utiiitles
Cleanlng
Printing & Stationery
Grant spend
974.40
58,556.20
3,773.29
2,330.26
3,403.60
56,134.98
1,641.45
5,979.87
436.22
5,708.41
1,189.72
144.Th)
8,430.87
447.92
159.66
4,781.96
1,410.16
252.00
8,433.29
907.80
103.96
21,828.82
Totsl Payments
103.357.14
83.676.70
Surplus of recelpts over payments
-6,168.65
222.09
Balance as at l Aprll 2024
44,577.09
51,577.86
Transfer to Reserves
7,935,13
7,222.86
Balance a$ at 31 Marth 2025
30,473.31
44.5TI.09
11

SHERBURN AND VILLAGES COMMUNITY TRUST
RECEIPTS & PAYMENTS ACCOUNT
FOR THE PERIOD ENDED 31 MARCH 2025
LIBRARY FUND
RECEIPTS
2025
2025
2024
2024
Councillor Grant
CommunityAnchor Grant
Parish Councll fjrants
Restart Grant
Food Grant
Grants
NHS App Grant
Donatlons
Maglc Grant
Locallty Grant
NYCC
Rent/Room Hire
Takings
Fundraising
7.500.00
6,989.50
,000.00
4,655.00
14,44S.61
4,618.00
19.000.00
100.00
15.000.00
4,552.55
7,597.37
375.(M)
14,158.00
3,576.03
Total Recelpts
51,542.92
66,424.14
PAYMENTS
Rent
Wages
Vendlng expenses
Repalrs
Events
Offlce supplles
Cleanin8
Volunteer expenses
Marketing
Assett Transfer
Grant money expendlture
5,OlXI.00
22,809.21
1.271.29
1.715.99
5,889.10
495.49
336.58
18,365.98
262.72
1.911.69
6.503.55
441.93
569.07
458.06
666.06
869.39
6,934.00
6,161.05
Total Paym•nts
45,321.OS
35,340.11
Surplus of receipts over payments
6,221.87
31,084.03
Balance as at l Aprll 2024
34.106.81
16,374.03
Transfer to Community
Transfer from/to Reserves
15,000.00
5.849.00
13.351.25
Balance as at 31 March 2025
19.479.68
YI.106.81
12

SHERBURN AND VILLAGES COMMUNITYTRUST
RECEIPTS & PAYMENTS ACCOUNT
FOR THE PERIOD ENDED 31 MARCH 2025
COMMUNITY FUND
RECEIPTS
2025
2025
2024
2024
Grants
Total Recelpts
PAYMENTS
Wa8es
Total Payments
Surplus of recelpt5 over payments
Balance a5 at l April 2024
Transfer from Ubrary Fund
15,000.00
Balance as at 31 Marth 2025
15.000.IXI
13

SHERBURN AND VILLAGES COMMUNITY TRUST
RECEIPTS & pAyME￿rS ACCOUNT
FOR THE PERIOD ENDED 31 MARCH 2025
GENERAL FUND
2024
2024
2024
2024
RECEIPTS
Interest
Rent
Other Income
OGS asset provislon
Library asset provision
3.779.68
3.583.60
Totsl Re¢elpts
3.779.68
3.583.60
PAYMENTS
Repairs
Rentax Hyglene
3,908.00
3,471.10
Totsi Payments
3,908.00
3,471.10
Surplus of receipts over payments
-128.32
112.50
Balan￿ as at l April 2024
275,838.01
255,151.40
Transfer from Library Account
Transfer from OGS
13,351.25
7,222.86
13,784.13
Balance as at 31 Marth 2025
289A93.82
275,838.01
14

SHERBURN AND VILLAGES COMMUNITYTRUST
STATEMENT OF ASSETS & UABILMES
AS AT 31 MARCH 2025
2024
2024
Notes
CURRENT ASSETS
Cash at Bonk and In hand
354.446.81
354,521.91
CURRENT UABIUTIES
Credltors
20
NEf ASSETS
354,446.81
354,521.91
Represented by:
RESTRICTED FUNDS
UNRESTRicfED FUNDS
1.810.57
352,636.24
6,993.33
347.528.58
354,446.81
354,521.91
15

SHERBURN AND VILLAGES COMMUNITY TRUST
NOTES TO THE ACCOUNTS
FOR THE PERIOD ENDED 31 MARCH 2025
I. ACCOUNTING pouaES
•. 88￿1 ol •ttountl
The accounts have been prepared In accordance wth the Charltles Act 2011.
2. UNREsfRicfED FUNDS
Surplus
r•celpts
Add
irarts
Wh¥d
Less
8r•nts
1st Aprll
Transf•r
•tw••n
Funds
31st M•rch
2025
payments
Old Gir15 School Fund
42,321.64
-6,168.65
-7,090.25
0.00
29,062.74
Library Fund
29.368.93
6.221.87
-16,111.12
0.00
19,479.68
Communlty Fund
14.6LM).
0.00
14,600.00
Reserves
275.838.01
-128.32
13.784.13
0.00
289,493.82
347.528.58
75.10
5,182.76
352.636.24
3. REsThicfED FUNDS
Surplu5
r*e•lpts
er
Add
Irnnts
blfwd
Less
irants
1st Aprfl
Transf•r
tween
Fur#ls
31st M•r¢h
2025
p•yments
Old Girls School Fund
2.255A5
0.00
INIO.57
Library Fund
4,737J8
4,737A8
0.00
Community Fund
400.¢XJ
Reserves
0.00
6,993.33
5.182.76
1,810.57
16