Temple Sowerby Victory Hall
Charitable Incorporated Organisation
Trustees Report For the year ended 31 December 2023
| Contents | Page |
|---|---|
| A. Reference and administration details | 2 |
| B. Structure, governance and management | 2 |
| C. Objectives and activities | 3 |
| D. Achievements and performance | 3 |
| E. Financial review | 4 |
| F. Trustees declaration | 4 |
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Temple Sowerby Victory Hall Trustees Report for the year ended 31 December 2021
A. Reference and Administrative Details
Charity name:
Temple Sowerby Victory Hall
Charity registration number: 1177446 Principal address: Temple Sowerby Penrith Cumbria CA10 1SB
Contact address:
Eden Croft Temple Sowerby Penrith Cumbria CA10 1RZ
Trustees
Dr Gavin Young Mr Stephen Parker Mr Reginald William Smith Mr Geoffrey Wyatt Ms Sue Mason Ms Elizabeth Fiona Dunn
Chairman Treasurer
Bankers – Barclays, Market Square, Penrith CA11 7YB
Solicitors – Cartmell Shepherd, Bishop Yards, Penrith CA11 7XU
Independent Examiner – As the Charity’s income did not exceed £25,000 and there are no other requirements for audit or examination of its accounts, the members have opted to forego independent examination for the period ended 31 December 2023 as permitted under the Charities Act 2011.
B. Structure, governance and management
Prior to 2018, Temple Sowerby Victory Hall was set up as an unincorporated charity, registered number 523081. At the AGM of charity 523081 held on 30 January 2018 it was resolved to convert the charity to a Charitable Incorporated Organisation (CIO). The CIO was registered on 6th March 2018 with the registered number 1177446.
Charity 523081 carried on its activities until 31st August 2018 when its assets and liabilities were transferred to the CIO which assumed responsibility for these activities as of 1st September 2018.
The title to the property in Temple Sowerby Victory Hall was held by The Official Custodian for Charities on behalf of the Trustees of Charity 523081, but as a CIO, Charity 1177446 is in a position to hold title to property in its own right. The title to Temple Sowerby Victory Hall was duly conveyed to it on 7th June 2018 subject to the restrictions on disposition imposed by sections 117-121 of the Charities Act 2011.
The CIO is governed by a constitution last amended on 30 January 2018.
The first trustees of the CIO were the existing trustees of charity 523081, two of whom resigned during 2018 with replacements being appointed by the remaining trustees. No changes to the trustees of the CIO have taken place during 2019. Trustees may also be elected at an annual general
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meeting provided they are duly nominated in accordance with the provisions of the constitution. Each supportive user body as defined under the constitution also has the right to appoint one trustee.
The trustees delegate management activities to committees each of which has at least one trustee representative.
C. Objectives and activities
The objects of the CIO are to establish and run a village hall for the benefit of the inhabitants of the Parish of Temple Sowerby in Cumbria (the “area of benefit”) without distinction of sex, sexual orientation, age, disability, nationality, race or political, religious or other opinions. This is achieved by provision of facilities for recreation and 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 inhabitants of the area of benefit.
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The main activities undertaken for the public benefit in relation to these objects are:
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the hiring of the hall to local residents, clubs and organisations to enable them to carry on social, educational and recreational activities
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promotion, organisation and management of fundraising and community events held in the hall, all of which are aimed at promoting social interaction and cohesion.
The trustees review all proposed activities before they are undertaken to ensure that they contribute to and comply with the objects contained in the CIO constitution. The Charity Commission’s general guidance on public benefit was referred to in formulating the CIO’s objects. The success of each activity and the benefits it has brought are reviewed at each Trustee and Delegate meeting.
A major contribution to the management, maintenance and renovation of the hall and the organisation and execution of fundraising and community events is made by volunteers, who are organised through the Friends of Temple Sowerby Victory Hall group. This voluntary activity itself contributes to the CIO objects through providing a platform for community identity and involvement.
D. Achievements and performance
Unrestricted funds were again raised from room hiring fees, fundraising events, donations, the village lottery and Christmas raffle. These funds are used to cover the hall running costs.
2023 saw an increase in the number of health & fitness classes begin including general dance to music and a yoga class. The latter has proved so popular that a 2[nd] “chair” yoga class is now being held on a weekly basis.
The Temple Sowerby Primary School continue to use the school on a weekly basis. Coffee mornings are held twice each month with volunteers providing drinks and cakes. All money raised from this is donated back to the hall.
A local caterer, Janet Davies, from the village provides an excellent three course Christmas lunch for residents of the village. She has also held some themed meals which have proved very popular. It is
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hoped that these will continue throughout 2024 together with providing meals for other events being initiated.
An online booking system was established.
Fire risk assessment was completed.
Maintenance:
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Limework to Ladies’ toilets
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New curtains for one of the meeting rooms to bring in line with the main hall
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Fireproofing of stage curtains
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New lighting to main hall
E. Financial review
The CIO has continued its reserves policy of retaining minimum cash funds sufficient to finance one year's worth of normal outgoings. This has been calculated as £5,000 at current rates of expenditure.
The new bank account with Barclays has now been established.
The role of treasurer is currently with Reginald William Smith.
F. Trustees Declaration
The trustees declare that they have approved the above report.
Signed on behalf of the charity’s trustees:
Signature: ....................................... ....................................... Full name: Dr Gavin Young Mr Reginald William Smith Position: Chairman Trustee
Date:
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