## **Trustees’ Annual Report for the period** **From Period start date 1[st] January 2021 To Period end date 31[st] December 2021** ## **Charity name: Lazonby Village Hall CIO** ## **Charity registration number: 1169785** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The objects of the CIO are to establish and run
a village hall and to promote for the benefit of
the inhabitants of Lazonby and the
neighbourhood (“area of benefit”) without
distinction of sex, sexual orientation, age,
disability, nationality, race, or political, religious
or other opinions, the provision of facilities for
recreation or other leisure-time occupation of
individuals who have need of such facilities by
reason of their youth, age, infirmity or
disablement, financial hardship or social and
economic circumstances or for the public at
large in the interests of social welfare and with
the object of improving the conditions of life of
the said inhabitants.
(LVH CIO Constitution 2016 para. 3)| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|The COVID pandemic meant the hall remained
closed in the early part of the year, with COVID
restrictions still in place after that in line with
government guidance. Some groups started to
return to use the hall, but bookings were
negatively impacted overall. The hall saw a
slow return of some groups, whilst others
remained more cautious and delayed restarting.
In normal times, the hall is used as a venue for
a number of community groups including
Funtots (singing group for pre-schoolers),
Toddler Group, Lazonby W.I., Lazonby and
District Photography Club, U3A badminton
group, Lazonby Parish Council and Eden Valley
Players. Private bookings for small family
celebrations in line with government guidance
restarted. Small business use also returned,
e.g., Pilates. Eden Valley players performed
Robin Hood as their annual Christmas panto –
a welcome return.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity|Para 1.18|The trustees have complied with their duty to
have due regard to the commission’s public
benefit guidance when exercising any powers
or duties to which the guidance is relevant.| Commission on public benefit ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|N/A| |Policy on social investment
including program related
investment|Para 1.38|N/A| |Contribution made by
volunteers|Para 1.38|Volunteers support the hall with collecting for
the fund-raising lottery. Volunteering activity
overall continued to be reduced due to the
impact of COVID.| |Other||| |**Achievements and Performance**||| ||SORP reference|| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|The village hall has continued to benefit the
local community as a venue for meetings,
community events and private family functions
as COVID has allowed.
The trustees have maintained contact via Zoom
for village hall meetings, including for the AGM,
after no AGM was held in 2020.
A Christmas pantomime-themed window
competition for households in the village, with a
socially distanced trail to judge the entries was
less well supported than last year, but enjoyed
by those who took part.
Renovation work on the toilet areas and main
entrance hall was completed, resulting in
notable improvements for hall hirers, including
private rooms for each unisex toilet (rather than
cubicles); and a separate family room, and a
separate disabled toilet area, rather than a
combined baby changing area in the disabled
toilet. The feedback from hall hirers has been
positive.| **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|Renovation of the toilets and main hallway was
a notable achievement.
New stage curtains were hung and decorating
of the stage wall end of the hall completed.
Blackout blinds were installed in the main hall.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|An application to the Big Lottery Fund for a
grant to start renovation work on the village hall
kitchen in 2022 has been approved.| |---|---|---| |Investment performance
against objectives|Para 1.41|N/A| |Other||| ## **Financial Review** |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity has continued to experience
negative impacts from loss of income from most
of its regular sources: hall hire, bar, snooker
club and lottery, although there are signs of
recovery. The income from the rental of Library
Cottage has been maintained. The tenant gave
notice on 31stDecember. The property will
require work to renovate it to bring it up to a
standard where it can be re-let. The work on
the cottage will involve converting it into a one-
bedroomed flat to provide the hall with
additional space to extend and refurbish its
kitchen, as well as provide storage space of
tables and chairs out of the main hall area. The
two projects will go hand in hand. Due to costs
of the work on the toilets being higher than
anticipated due to rapidly rising costs of
materials and shortages, the work on the flat
may have to be limited to the necessary
structural changes to enable the hall kitchen to
be extended. Ways to refurbish the flat will be
considered, including using savings to enable
the rental income to be reinstated as soon as is
practicable.| |---|---|---| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are held in case of emergency
expenditure e.g. with the boiler.
See reserves policy statement for further
information. The reserves policy is set at £5000.| |Amount of reserves held|Para 1.22|£5000| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| **Additional information (optional)** You may choose to include further statements where relevant about: The charity’s principal sources of funds come from hall hire from regular and occasional |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|users, revenue from the bar (when booked for
both private and community functions), rental
from Library Cottage (the former caretaker’s
accommodation which sits within the footprint of
the hall); the lottery and the snooker club.
Grant funding from the Big Lottery has been
secured for renovation work on the kitchen.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||The number of trustees is of some concern,
although the current committee is very
committed to the work of maintaining and
building on the significant role the village hall
plays in the social fabric of Lazonby.
Maintaining morale and looking out for each
other’s mental health is also a consideration
going forward.| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|
Para 1.25|Trust deed| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|By election at the AGM and by co-option at a
duly constituted meeting of the trustees.
Representation from user groups is
encouraged.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|New trustees are provided with a copy of the
constitution and policies of the committee,
including Safeguarding and Health and Safety.
Officer posts are over-lapped to allow handover
and training time.| |---|---|---| ||Para 1.51|The trustees of the charity are also the
volunteer management committee. The snooker
club continues to be run by a sub-committee,
reporting back at each main committee meeting| |The charity’s organisational
structure and any wider
network with which the
charity works||and raising valuable funds for the hall. Eden
Valley Players operates as a sub-committee,
staging the annual pantomime and one other
play.| |---|---|---| |Relationship with any
related parties|Para 1.51|Support from the local branch of ACT| |Other||| ## **Reference and Administrative details** |Charity name|Lazonby Village Hall CIO| |---|---| |Other name the charity uses|Lazonby Village Hall| |Registered charity number|**1169785**| |Charity’s principal address|Lazonby Village Hall,
Lazonby,
Penrith,
Cumbria
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Lisa Adams|Bar manager and
fire safetyofficer||| ||Carol Cutting|Chair and safe-
guardingofficer||| ||Anna Monk|||| ||Rebecca Taylor|Treasurer||| ||BettyTownend|||| ||Katie Treave|Minutes secretary||| ||Gary Watt|Snooker Club
manager and sub-
committee chair||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** One member of staff: Sandra Allison (cleaner) Declarations ThE tryst*è8 d•ctar• th•tihoy h4vq WPPmv¢d th• Ir418t••s' report wbovtr. Sionèd or* b•halt of the charIty.￿ Fu41 n•rnolsl Po•ltlon l•g S•cr•tary. Chair. etcl L NfrtLy 'IiLL L*" Date, 1_13d feb r"blCUL CHARITY COMMISSION FOR ENGLAND AND WALES La20nby Village Hall 1169785 Recelptsand payments ac￿Unts CC16a For the perlod from 01-Jan-21 To 31-De¢-21 5oction A Receipts and payments Unrestrkted funds Rertrkted fund$ Endowment funds Total funds Last year to the nearest to the nearest £ to the nearest £ to the nearert £ to the nearest £ Al Re¢elpts Hall hlre 1,443 1,443 1,979 Bar Iss FundraLsln8 3,597 3,597 455 Lottery 1,860 1,860 975 Snooker 399 399 Z06 Grants 17,669 20,669 12,2 DonatSons 252 Icm) 352 150 Rent 4,500 4,50) Bank interest 53 HMRC CiRS 606 606 1,820 Sub totsllGr05s Income for ARI 31,011 34,111 22.493 A2 Asset and Investment sales, lsee tablel. Sub totsl Total recelpts 31,011 34111 22,493 A3 Payment$ stsff 2.232 2,232 3,854 Llght, heat and water 1.620 i(NJ 1,720 1,913 Insurance 1,870 1,870 1,863 Repalr and malntenance 1,694 1,694 448 Equlpment 1,754 1,754 257 Telephone and broadband 595 595 630 Llcenses 344 344 365 Waste collectlon 43 43 106 Snooker Bar 490 490 440 Fundralslng 1,783 1,783 232 Advertlsln8 57 EVP Lottery 850 850 473 Others 33 33 47 Legal and profes51onal Printlng, postage and statlonery Bulldlng works 20,070 24,070 Bank loan 5,371 38,749 .371 4,548 15.233 Sub total 4,100 42.849 A4 Asset and Investment purchases, (see table Y￿•JEaU J Isajeau oi J ISaJEaU 01 siiei3a spuN iu?wMopua spun4 paVIJ￿¥ spury pa¥y¥aJun Ilsiiuno)Je siuawApd puE sidiaJaJ Uiim Sa)ueiEq aaJ8el spuni 4se) Itioi ooz'z 8tr'trT TTL'ÉT iuno))E 58uiAes iuno)JE IUaJJn3 spuni YSBJ [q Jwjeau oi Y iWEau oi siieiao saiJo#èip) Spuni JUèWMOPU3 spunj pai?iJ]$3¥ spunj y)%J)saJun poljad a4110 Puè aq) iu sai)Iiiqeii pue $i￿$e io iuauJ3iEJs B uoii)as TZtr'SE £89'9T 8tr'trT PU8 JEaA 5iyi spunj 4srJ puèJeaA SPUry YSE) 9V T9T'8T TZtr'SZ OOZ'E Tzztz spury u•wAi•q sJaisueJi sv 09Z'L 8EL'8 8£L'L 18uawApdllsWiaxA 40 ¥N EEZ'ST 6tr8'Ztr OOT'tr 6trL'8E swauthed Ivoi ieioi qns Fund to wthkh asset beltsn Current Value optfDnal Details Cost loptlonall 3 Investment assets Fund to Mthlch asset belon Cost loptlonal) Currentvalue tlonal Detc111s 4 Assets retalned for the charws own Fund to whl¢h Ilabll relates Amount due tk>nal When due lonal Detalls 5 Llabllltles Slgned by one or two trustees on behalf of all the trustees Signature Print Narne Date of approval Mrs R Taylor Mrs C Cutting ¥Jz}L CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of LAZONBY VILLAGE HALL On accounts for the year ended 31 DECEMBER 2021 Charity no {if any) 1169785 Set out on pages Ir•￿.eTnOer io IrDliJde the pacJe nufTber5 oi addilional sheolsi I report to the trustees on my examination of the accounts of the above charity (Ihe Trust.) for the year ended 3111212021. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance viilh the requirements of the Charities Act 2011 (Ihe Act"). 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 all the applicable Directions given by the Charity Commission under section 145(5Xb) of the Act. Independent I have completed my examination. I confimi that no material matters have examinerfs statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act.. or the accounts did not accord bmth the accounting records; or the accounts did not cornp￿ with the applicable requirements conceming the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement thal the accounts give a Irue and fairf vtew which is not a matter considered as part of an independent examination. I have no cOn￿mS 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 undersianding of the accounts to be reached. . Please delete the w(xds in the brackets rfthey do not apply. Signed: Date: Z 2oZX Name: KAREN RAE Relevant professional qualification{sl or body {if any): FCCA Address: FAIRVIEW HOUSE VICTORIA PLACE IER Oct 2018 CARLISLE, CA1 1HP Section B Disclosure Only complete rf the examiner needs to highlight material matters of concern (see CC32, Independent examination of charty accounls.. directions and guidance for examiners). Give here brief details of any items that the examinerwishes to disclose. IER Oct 2018