## **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 De*est£
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