2025-03-31-accounts

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 2025 set out in pages 2 to 12.

Responsibilities 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)(b) of the Act.

Independent examiner'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 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.

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 I are required to state to them in an independent examiner's 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 Smailes Goldie Watson Limited Units 7 – 8 Manor Court Manor Garth Eastfield Scarborough North Yorkshire YO11 3TU

15 December 2025

1

Newby and Scalby Library and Information Centre Chairman's Statement Accounts for the year ending 31 March 2025 Introduction We are pleased to report that the library continues to thrive with attendance at events at record levels. We are plèased that our overall position continue8 to be secure and that fundra15ing has been successful again this year. with great support from both indimduals and organisations Within the community. Our greatest asset is our body of volunteers whose dedication is steadfast and inspiring. Results The accounts show receipts of £28.568, payrnents of £25.135 leading to a surplus for the year of £3,433. The accounts show a healthy balance held at 31 March 2025 of £62,414 with no significant contingent Ik2bilits'es. Future As ever, we continually seek to develop our support for the local community and extend our offer to people of all ages. Continued rapid social change means that the library is increasingly seen as a valued resource. Our challenge is to ensure financial stability to maintain and improve the ser¥rce we offer.

Trustees. Annual Report for the period Period start date Period end date From April 2024 To 31 arch 2025 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 Date5 acled if not for Mthole ar Trustee name Office (if any Name of person {or body) entitled toa oint trustee ifan l Nixon Chair L Newton Secretary Treasurer P Vvhelan From 0110412024 - 3010612024 J Woodroffe Treasurer From 0110712024- 0210212025 G Furze Treasurer Appointed 0310212025 L Smith C Stephenson S Coman J Merritt Appointed 0110112024 10 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 ear Names and addresses of advisers (Optional information) e of adviser Name Address Bankers Santander Bridle Road, Bootle: Merseyside, L30 4GB Unit 7- 8 Manor Court. Manor Garth, Eastfield, Scarborough, North Yorkshire. Y0113TU Accountant Smalles Goldie Watson Name of chief executive or names of senlor staff members (Optional inforniation) Section B Structure, Descrlption of the charity's trusts Type of governing document Constitution overnance and mana ement How the charity is constituted Charttable 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 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, Iwo Trustees will retire. They are eligible for re-appointment rf 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 information) 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 Equalrty 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 charitys organisational structure and any wider network with which the charrty 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 Council as the basis of the Library's operalion. These requirements include training for volunteers and acceptance of NYC policies. relationship with any related parties., trustees, consideration of major risks and the system and procedures to manage them. Insuran￿ - 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 suNey is undertaken at five yearly intervals by Gas appliances and portable electrical appliances are tested by qualrfied personnel annualty" . The mains electrical installation is ched(ed 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 maintenance thecks as required. Section C Ob"ectives and activities To promote for the inhabitants of Newby and Scalby Parish, to the north of Scarborough in North Yorkshire, and the su￿ound1ng 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 lrfe 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 service within the Community for all ages and in all fcfftiats 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 wilh other agencies, an information service to support people in vital areas, including national and local government online information and services, careers and job seeking, heafth. personal financial InfO￿atIOn and benefits. The library will contribute to the promotion of good health and welkbelng through key health partnerships, for example, doctors, surgeries, NHS and heatth charities. Summary ofthe maln activities undertaken for the public beneflt in relation to these objects (include within thi5 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 opportunilies for lrfelong leaming within the communrty. This will include the provision of digital ServI￿S which underpin all other aspects of the Library'5 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 actiVFties of the charity this year. The principal activity of the Charity is to operate a library. The library is nonnally open on five days a week including Saturday until 1.30pm.

Additional details of objectives and actlvities (Optional infomiatlon) The library operation is run entirety by volunteers, induding 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, deaners, 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, vthere relevant, about" policy an grantmaking., policy programme related investment; contribution made by volunteers.

Section D Achievements and performance Summary of the maln achievements of the charity during the year The year to 31 March 2025 was busy as usual and we took the decision to seek funding to support some additional prizes for the Summer Reading Challenge. As a result, we were delighted that a record number of children signed up for the challenge and over 20 different free events were held within the &week period of the school Summer holidays. We continue to benefrt from considerable financial and other support from our local community, both from individuals and organisations and we are particularly grateful to the Proudfoot's Making a Difference Locally scheme which has offered continued support since we became a Communily Library. This kind of support means we are able to offer additional benefrts and continued improvements within the library. We continually look for ways to support the local communty in all its aspects, whether that be hosting litter picking events, local clubs or student placements. IT support. which we reported on last year, continues to be an important service. particularfy for our older customers. The pace of change continues to accelerate, and the percentage of customers helped has grown every year, thanks to the dedication of our volunteers. Throughout the year. we offer placements to students who are pursuing the Duke of Edinburgh Award or seeking wixk experience through the Sixth Fonn College. This year we have offered placements to 10 sludents, one of whom completed the Gold Award. In addition, for the first time, we were delighted to offer placements to two students from Springhead School ￿0 successfully completed their Bronze Award., a huge achievement for them. The highlight of the year was the annOUn￿rnent in November 2024 that the Library Trustees and Volunteers had been nominated for the King's Award for Voluntary Service. This was a great surprise and a huge honour, culminating in March with an official presentation of the Award at the Library by the Lord LieLrtenant of North Yorkshire, Johanna Ropner. The fact that the nomination is made by members of the community, meant a great deal to us and conrtrmed that the library is perceived as a great local asset.

Section E Financial review The Charity has maintained a prudent and cautious approach to budgeting. Brief statement of the charlty's policy on reserves As a principle, it is the Trustees, policy to maintain unrestricted reserves of between 100 % and 150 % of annual revenue budget expenditure. It 15, therefore. pleasing to once again, report a healthy cash position. It is the TNstees' future policy to maintain unrestricted reserves at a sirnilar level. The Trustees ￿e responsible forthe maintenance of the community library and from time to time this may involve major works in excess of cash reserves held. On identrfying suth works: fundraising will be undertaken wrth the object of meeting the costs in full. Such funds would be restricted. Detai15 of any funds materially in deficit Nla Further financial review details {Optional infomiation) You may choose to include addrtional 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 Buildings and utilrties continue to absorb the greater proportion of our income. We have taken steps to reduce the impact of utilities by practical improvements to the fabric of the building and by reducing consumption. We will continue to operate both elhically and as energy efficiently as possible whilst pursuing our policy of offering a wami and hospitable community hub for our customers.

Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) UD IrR4 Full name(s) Position (eg Secretary, Chair, etc) Isobel Ernmeline Nixon Chair Date 10

CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a Forthe period from To Section A Receipts and payments Unrestricled funds Restricted funds Endowment funds Total funds Last year tothe neare51 to the neatssi£ lo the neare5t£ to the nearest £ to the hearest£ A1 Recel ts FEes for cha￿ablE activities Fundraising events Donations and grants MEtnbers' subscriptions 18,149 3.114 4.873 624 18,149 3,114 6,681 624 f7,099 2.956 1.808 570 Sub total (Gross income forAR) 26.760 1.aoB 28,568 32,312 A2 As5el and investment 5ale5, Isee table). Sub total 26.760 1.808 2B,568 32,312 A3Pa Utilities Insurance Consumables Repairs and maintÉnance Equiprnent costs Printinq postage and stats"onery Goods for resale Volunteer expenses Miscellaneous expenses Accountancy Legal and professional fees Lego club expenditure Sumnier Readin Challe Cost Df fundraising event5 ents 5.467 568 1.400 4.312 366 382 1390 220 528 1.620 340 6.224 557 1,209 568 1,40D 4,312 474 38Z 2.39D 220 528 1,62D 34D 1D8 f.088 301 1.7J5 271 9DO 477 1,950 eex enditsjrp S.165 1.269 I.ODD 6.165 1.26 Sub total 24027 1.108 25,135 19,4D6 A4 A55et and Investment purcha5es,15ee tablel V£ndlng marhin 2,8BO Sub totsl 2,880 Total payments 24.027 1.10 25,135 22,286 Net of receipts/(payment5J A5 Transfer5 between funds A6 Cash funds last year end Cash funds this year end 2.733 700 3.433 10.026 58.981 61,714 58,981 62A14 48.955 58,981 700

Section B Statement of assets and liabilities at the end of the period Unreslrl¢ted Restricted funds funds to nearest£ to nearest £ Categ Dries Endowment funds to nearest £ B1 Cash funds Cash at bank and In hand 61,714 700 Total cash funds 61,714 700 lagrè balan￿S Wilh Mc•ipts and payrn•nts 8ccourrt{sll UnrEstricted funds Restricled funds Endowment funds Details to Deest£ to neaiest £ to nearest E B2 Other monetary assets Details Fund to whS¢h asset b¢1 Current valuè Ilonal C05t lopllonall Details ComptstEF wuipmewtt Fund to whlch asset bvlon Cost {opUohall Current value llonal B4 A55ets retained for the charitsPs own use Vendthg mach5n• Details Fund to whlch Ilablll relates Amount due ttonal When due tlonal B5 Llabillties Signed by one or Iwo trustees on behalf of all the trustees Signature Print Name Date of roval JJKV 23 Jut> icl 12