Trustees’ Annual Report for the period
From 01/04/2022 Period start date To 31/03/2023 Period end date
Charity name: The Brunton Memorial Hall
Charity registration number: 1194652
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To establish and run a village hall for the benefit of the inhabitants of Allington and Boscombe villages and to provide recreational and community activities for improving conditions of life in a rural community. |
| 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 lease transfer documents are not yet ready for the Trustees to take over the running of the property but the whole community has been canvassed for suggestions of activities. These include sessions for under 5’s, older peoples’ café, film night, craft groups, computer club, warm spaces, functions, jumble sales, parties etc. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In creating this document, the Trustees have given full regard to the Guidance on Public Benefit issued by the Charity Commission |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference |
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|---|---|---|
| Policy on grant making | Para 1.38 | Not applicable. |
| Policy on social investment including program related investment |
Para 1.38 | Not applicable. |
| Contribution made by volunteers |
Para 1.38 | During this period the Trustees worked hard to establish the charity, create policies, liaise with the Parish Council, solicitors, the building company and with Community 1st. |
| Other | The village hall and grounds, once the transfer from the developers is completed, will be owned by the Allington & Boscombe Parish Council and leased to the Trustees who will manage the facility with the support of a management team (volunteers) comprising village members. |
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|---|---|---|
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 | Throughout the year there have been regular updates from the Trustees via Parish Council, village website and flyers delivered to every property in the villages of Allington and Boscombe with regard to the progress being made towards the eventual securing and opening of the new village hall. The hall has been constructed as part of a small housing development. Lengthy delays at the Land registry held up the transfer of ownership of the hall from the developers to the Parish Council. Difficulties in the creation of the draft lease has held up the eventual transfer of the running of the property to the Trustees. There have been community events e.g. Queen’s Jubilee held in a private garden, Easter and Christmas events held within the church of St John the Baptist and its grounds. |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| Achievements against objectives set |
Para 1.41 | The Trustees, along with the Parish Council, have worked hard to secure the building of a village hall as part of a small housing development. Some of the funds raised in the past financial year have been used towards hall fittings, a tree maintenance programme for large trees on the hall site, a down payment for the Trustees’ solicitor handling the draft lease, membership of Wiltshire Village Halls Association. |
| Performance of fundraising activities against objectives set |
Para 1.41 | The unavailability of the hall during this period prevented fund raising activities from taking place. |
| Investment performance against objectives |
Para 1.41 | Not applicable |
| Other | Not applicable |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | As per it’s annual financial return, the charity’s finances are in good order with a substantial sum held ready for when it takes over the running of The Brunton Memorial Hall. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Policy to be developed in due course, once the legal arrangements are in place and the Trustees are made aware of what financial responsibility will be theirs and what will be the Parish Council’s. The aim is to have sufficient reserves to cover regular outgoings eg utilities for a period of time to be decided. |
| Amount of reserves held | Para 1.22 | Not applicable at this time |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable at this time |
| Details of fund materially in deficit |
Para 1.24 | The fund is not in deficit |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are currently no uncertainties about the viability of this charity going forward. |
| Additional information (optional) You may choose to include further statements where relevant about: |
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| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Once the hall is available for use then fund raising will be through hiring out the venue, community events, fund raising activities and grant applications. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not applicable |
| A description of the principal risks facing the charity |
Para 1.46 | None as known |
| Other | None |
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| 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 | 4 original Trustees set up the charity. The Constitution provides for the co-opting of additional trustees (3) and also election of further trustees at Annual General Meetings. |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | 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 | Guidelines from the Charities Commission. Guidelines from ACRE |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Chairman, Vice Chairman, Secretary, Treasurer. Liaison with Allington and Boscombe Parish Council |
| Relationship with any related parties |
Para 1.51 | Membership of Wiltshire Village Halls Association. Support and advice from Community 1st. |
| Other |
Reference and Administrative details
| Charity name | The Brunton Memorial Hall |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1194652 |
| Charity’s principal address | The Brunton Memorial Hall Riverside Rise Allington Salisbury Wiltshire SP4 0AF |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| John Hill | Chairman | |||
| David Stanford | Vice Chairman | |||
| Janet Stanford | Secretary & Treasurer |
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| Fiona Brunton | 20.08.2022 – 31.03.2023 | Co-opted by Trustees named above |
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| Helen Rice | 20.08.2022 – 31.03.2023 | As above | ||
| ShirleyWillis | 27.09.2022 – 31.03.2023 | As above | ||
– 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 None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None 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
Not applicable
Other optional information
None
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) David John Stanford Janet Susan Stanford Position (eg Secretary, Vice Chair Secretary/Treasurer Chair, etc) Date 29/01/2024
The Brunton Memorial Hall
1194652
Receipts and payments accounts
CC16a
For the period 01.04.2022 31.03.2023 To from
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts - - - - - - - - - - - Sub total - Total receipts - A3 Payments Bull & Co solicitors 8,782 Allington & Boscombe Parish Council 5,000 Trethowans LLP 500 Community1st 45 - - - - - Sub total 14,327 - - Sub total - Total payments 14,327 Net of receipts/(payments) - 14,327 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end - 14,327 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ - - - - - - - - - - - - - 8,782 5,000 500 45 - - - - - 14,327 - - - 14,327 - 14,327 - - - 14,327 |
Last year to the nearest £ |
| - - - - - - - - - |
- | 39,860 | ||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | 39,860 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | - | 39,860 | ||
| - - - - - - - - - - |
8,782 | - | ||
| 5,000 | - | |||
| 500 | - | |||
| 45 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
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| 14,327 | - | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 14,327 | - | ||
| - | - - - - |
- 14,327 | 39,860 | |
| - | - | - | ||
| - | - | - | ||
| - | - 14,327 | 39,860 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - 25,533 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
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| - | |||
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| OK | |||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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David John Stanford 1/29/2024
#VALUE!
#VALUE!
Janet Susan Stanford 1/29/2024
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