Independent Examiner's Report to the Trustees of Newby and Scalby
Library and Information Centre
Registered Charity Number 1168661
I report to the charity trustees on my examination of the accounts of the Newby and Scalby Library and
Information Centre (the CIO) for the year ended 31 March 2024 set out in pages 2 to 12.
Responslbllltles and basis of report
As the charity trustees of the CIO 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 CIO'S accounts carried out under section 145 of the Act and
in carrying out my examination I have followed all applicable Directions given by the Charity
Commission under section 145(5)Ib) of the Act.
Independent examlner'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:
1. the accounting records were not kept in accordance with section 130 of the Act; or
2. the accounts did not accord with those records.
I have no concerns and have come across no other matters In connectlon with the examination to which
attention should be drawn in this report In order to en8ble a proper understanding of the accounts to be
reached.
Use of our report
This report is made solely to the charity's trustees, as a body, in accordance with Section 145 of the
Charities Act 2011. My work has been undertaken so that I might state to the charity's trustees those
matters l are required to state ta them in an independent examinerfs report and for no other purpose. To
the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the
charity and the charity and the charity's trustees as a body. for my work, for this report, or for the
opinions I have formed.
Luke Taylor FCA
Smalles Goldie Watson Limited
12 Alma Square
Scarborough
North Yorkshire
Y011 1JU
20 December 2024

Newby and Scalby Library and Information Centre
Chainnan's Statement
Accounts for the year ending 31 March 2024
Introduction
We are pleased to report that the growth in visitors we saw last year has continued and our community groups continue to
thrive.
Last year, we were anxious about the increase in utility bills and were Con￿rned about the impact on our budget. In
response, I reported that we were continuing to look for funding sources to meet this challenge. As the Treasurer has
reported we have exceeded expectations and have achieved a surplus of £10,026.
So, we continue to be financially secure and are grateful for the continued support of local people and organisations.
Once again, we pay tribute to the volunteers whose contribution is essential to the continued success of the library.
Results
The accounts show receipts of £32,312, payments of £22,286 leading to a surplus for the year of £10,026. The accounts
show a healthy balance held at 31 March 2024 of £58,981 with no significant contingent liabilities.
Future
Vthilst utility bills have stopped rising at the alarming rate of the previous year, of course, they still remain high and one of
the highest costs we have to meet. We will continue to seek financial support where we can, and it is to be hoped that we
will be equally successful in that regard in the coming year.

Trustees. Annual Report for the period
,' (OMMISSION:
Period start date
Day
Moiilli
April
Period end date
Day
Moiilli
To 31
March
Year
Year
2024
From
2023
Section A
Reference and administration details
Charity name
Newby and Scalby Library and Information Centre
Other names charity is known by
Registered charity number (if any)
1168661
Charity's principal address
450 Scalby Road
Scarborough
Postcode
Y012 6EE
Names 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) entltled
toa
oint trustee
Ifan
l Nixon
Chair
L Newton
Secretary
Treasurer
P Whelan
J Woodroffe
L Smith
C Stephenson
S Coman
J Merritt
Appointed 0111112023
Appointed 0110112024
10
11
12
13
14
15
16
17
18
19
20

Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name
Dates acted if not for whole vear
Names and addresses of advisers (Optional information)
e of adviser
Name
Address
Bankers
Santander
Bridle Road, Bootle, Merseyside, L30 4GB
12 Alma Square, Scarborough, North Yorkshire, Y011
1JU
Accountant
Smalles Goldie
Watson
Name of chlef executive or names of senior staff members (Optlonal information)
Section B
Structure,
overnance and mana
ement
Description of the charity's trusts
Constitution
Type of governing document
How the charity is constituted
Charitable Incorporated Organisation
Trustee selection methods
The Constitution outlines the procedure for the appointment of Trustees
and the management of the Charity. Six Trustees are currently
responsible for the management of the Charity. The Constitution requires
a minimum of three. It also requires that at every AGM of the members of
the CIO, one third of the longest serving charity Trustees shall retire from
office by rotation. Therefore, at this AGM, two Trustees will retire. They
are eligible for re-appointment if they so wish.
The members or the Trustees may at any time decide to appoint a new
charity trustee provided that no more than twelve Trustees are serving at
any one time.
The management committee may include other individuals who may be
co-opted to assist in the running of the charity but who will not be
Trustees.

Additional governance issues (Optional infonnation)
To guide the Trustees in exercising their duty of care to members and
users of the library, the following policies have been adopted:
Health and Safety Policy
Child and Vulnerable Adults Policy
Equality and Diversity Policy
Data Protection Policy and Privacy Statement
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
network with which the charity
works;
relationship with any related
parties;
trustees, consideration of
major risks and the system
and procedures to manage
them.
Copies of these policies are made available to all Volunteers and to library
users on request.
The Trustees also work within the requirements of the Service Level
Agreement which exists with North Yorkshire CounGiI as the basis of the
Library's operation. These requirements include training for volunteers and
acceptance of NYC policies.
Insurance - The library is insured with respect to contents and damage to
glazing by Hiscox Insurance {£50,000 cover). It is insured with the same
company with respect to, public liability (£1 Om), employers, liability (£5m),
legal assistance and personal accident.
The Trustees recognise that they are under a legal obligation to protect
the building, its users and volunteers through adequate and appropriate
insurance.
Further precautions are undertaken with regard to buildings:
A building condition survey is undertaken at five yearly intervals by
Gas appliances and portable electrical appliances are tested by qualified
personnel annually.,
The mains electrical installation is checked by a qualified engineer every
five years.
A Fire Safety Risk Assessment is updated annually.,
Fire fighting appliances are inspected annually under contract with the
supplier.
A member of the management committee carries out other regular
Maintenan￿ checks as required.
Section C
ectives and activities
To promote for the inhabitants of Newby and Scalby Parish, to the north
of Scarborough in North Yorkshire, and the surrounding area, without
distinction of sex, sexual orientation, race or political, religious or other
opinions by associating together the said residents and the statutory
authorities, voluntary and other organisations in a common effort to
advance education and to provide facilities in the interests of social
welfare for recreation and leisure time occupation with the objective of
rovin
the conditions of life for the residents.
Summary of the objects of the
charity set out in its
governing document

The objects are met in the following ways..
i. The provision of a modem reading serviGe within the Community for all
ages and in all formats in order to extend and promote the pleasures and
benefits of reading for everyone and especially children and young
people.
ii. The facilitation or provision of, in liaison with other agencies, an
information service to support people in vital areas, including national and
local government online information and services, careers and job
seeking, health, personal financial information and benefits. The library
will contribute to the promotion of good health and well-being through key
health partnerships. for example, doctors, surgeries, NHS and health
charities.
Summary of the main
activities undertaken for the
public benefit in relation to
these objects (include within
this section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit)
iii. A contribution towards, alongside other relevant agencies, the
opportunities for lrfelong learning within the Gommunity. This will include
the provision of digital ServI￿S which underpin all other aspects of the
Library's aims and objectives.
The Trustees consider these objectives to be consistent with Charity
Commission guidance on providing for the public benefit and these
objectives have been pursued in the activities of the charity this year. The
principal activity of the Charity is to operate a library. The library is
normally open on five days a week including Saturday until 1.30pm.

Additional details of objectives and activities (Optional information)
The library operation is run entirely by volunteers, including cleaning the
library, gardening and some maintenance. A team of around 60
volunteers operate the library while it is open. This includes six Trustees,
the library assistants, cleaners, gardeners and Home Library volunteers.
We are pleased to report that volunteer numbers have remained buoyant
throughout the period.
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
The year to 31 March 2024 saw the library move closer to pre-covid
levels of activity. We were able to return to a full programme of Summer
events surrounding the annual Summer Reading challenge supported
again by our local County Councillor, Subash Sharma who granted us
£1,000. This money enabled us to present a high quality, well attended
programme of free events for local children. As usual, the very popular
Zoo Lab sessions were amongst the favourite. In addition, we had some
excellent craft and Lego sessions as well as music for Under Fives with
Harminis.
Summary of the main
achievements of the charity
during the year
We were very pleased this year to finally recruit an IT buddy to the library
and this valuable service is much appreciated by customers increasingly
confused by the speed of change in technology. Whilst many of our
volunteers are able to assist with printing documents from a mobile
phone or assisting with using emails, applications for passports, blue
badges and bus passes require more expertise and more time.
Therefore, an appointment system allows customers one-to-one
assistance and is greatly appreciated. By March, we had two IT buddies,
and their appointment sheets are full. We are very grateful to them for
providing this service.
Our community work continues to thrive, and all our groups are well
attended, providing valuable social contact for many. In an average
month we provide over 40 different events and activities with over 500
people attending. We personally assist approximately 150 people a
month with specific queries or problems which may include anything from
finding a book to finding a long lost relative. Volunteer hours over a
month, average 900 hours. This represents a fantastic collective
achievement.
The financial report demonstrates the continuous efforts to maintain the
buildings and library provision at the highest standard. The visitor
statistics and other numbers demonstrate the human endeavour and
collaboration which make the whole enterprise a resounding success.

Section E
Financial review
The Charity has maintained a prudent and cautious approach to
budgeting.
Brief statement of the
charity's policy on reserves
As a principle, it is the Trustees, policy to maintain unrestricted reserves
of between 1000/0 and 1500/0 of annual revenue budget expenditure. It is,
therefore, pleasing to once again, report a healthy cash position. It is the
Trustees, future policy to maintain unrestricted reserves at a similar level.
The Trustees are responsible for the maintenance of the community
library and from time to time this may involve major works in excess of
cash reserves held. On identifying such works, fundraising will be
undertaken with the object of meeting the costs in full. Such funds would
be restricted.
Details of any funds materially
In deficit
Nla
Further financial revlew details (Optlonal informatlon)
You may choose to include
additional information, where
relevant about.,
the charity's principal
sources of funds (including
any fundraising).
how expenditure has
supported the key objectives
of the charity,.
investment policy and
objectives including any
ethical investment policy
adopted.
Section F
Other optional information
Future Plans
The last three years have shown both the fragility and the resilience of society in the face of considerable
threat and disruption. We are pleased that the library has played its part in sUPPOrting the community in
many ways and that its financial health ensures rts ongoing contribution to both the intellectual and social
needs of its customers. Maintaining our current offer requires constant effort and attention but we seek
constantly to improve and develop in response to rapid change. The establishment of our two IT buddies
and our efforts to grow links with local schools are two indicators of future plans.

ection G
Declaration
ie trustees declare that they have approved the trustees, report above.
gned on behalf of the charitys t￿￿teeS
Slgnature(s)
Full name(s>
Position (eg Secretary. Chair.
etc)
Isobel Emmeline Nixon
Chair
Date
lo.Il.ILF
10

CHARITY COMMISSION
FOR ENfjLAND AND WALES
Receipts and payments accounts
CC16a
For the perlod
from
To
Section A Receipts and payments
Unrestricted
funds
to thg nearest
Restricted
fund5
Endowment
funds
Total funds
Last ygar
to the nearest £
to the noaregt £
to thè n8are5t £
to thg ngarest £
A1 Recelpts
Fees for chartiable activitie8
Fundraislng events
Donations and grants
Members, subscriptions
17,099
2.956
5,317
570
17.099
2,956
11,687
570
12,612
1,878
5,033
545
6,370
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see tablel.
25.942
6.370
32,312
20,068
Sub total
rotal recelpts
25,942
6,370
32,312
20.088
A3Pa
ments
2,224
557
1,209
3,024
1.088
301
1.735
80
271
900
4,000
6.224
557
1,209
3.024
1,08B
301
1,735
80
271
900
6.329
458
859
4.856
736
320
1,142
603
392
780
250
Insurance
ConsLJmable$
Repairs and malntenance
Equlprnent costs
Prlnting, postage and stationery
Good5 for re531e
Volunteer expenses
Miscellaneous expenses
Accountancy
Legal and professional fee3
Lego Club expenditure
Summer Readin
Challen
Cost of fundraising events
SthocAs project expendlture
107
960
1,580
370
I,￿)0
477
1,960
I,seo
eex
endiiure
3,401
1.749
499
22,374
Sub total
14,036
5,370
19,408
A4 Asset and Investment
ur¢hases, (see table)
Vending machine
1,880
1,000
2,880
Sub total
1,880
1,000
2.880
Total payments
15,916
6,370
22,286
22,374
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash fund5 last year end
Cash funds this year end
10.026
10,026
12,3061
48.955
58.981
48,955
58,981
51,261
48.955

ection B Statement of assets and liabilities at the end of the period
Unrestrieted
Restrld•d Endowment
nds
funds
to nearest£
tr• n•av•st£
Categories
Detalls
to n•are*t£
B1 Cash funds
Cashatbank aTrJ in haNI
Total cash fiinds
S8￿81
Unr•3trlctsd
lunds
to ngw••t£
Rutrlctod
funds
to nMr4•t£
Endowment
fund•
Detalls
82 Other monetary au•ts
Fundlo wNth
ass•1 b910
cwrnntval
OMI
Detail¥
FwNlloYthlch
•wt b•lo
Det8ils
ComW•r•qulprnont
CoBtlopUon•D
Cun•nt Yolu•
84 As80ts retaln•d for lh•
GhaTlty8 own use
ni-
F¥ndto WI￿￿
Ilabll
Deialls
Uon•l
on•1
BS Llabllllles
Signed by one or Iwo tr)Jstees on
behattof 811 the t￿￿te0S
Prfnt Name
Date of
roval
&gnature
12
aO.12.2
20.12.2LI