## **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|| |---|---|---| |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.| |---|---|---| ## **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:||| |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:||| |---|---|---| |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
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14
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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)**| |---|---|---|---|---| ||John Hill|Chairman||| ||David Stanford|Vice Chairman||| ||Janet Stanford|Secretary &
Treasurer||| ||Fiona Brunton||20.08.2022 – 31.03.2023|Co-opted by Trustees named
above| ||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**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**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**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| **----- Start of picture text -----**
David John Stanford 1/29/2024
#VALUE!
#VALUE!
Janet Susan Stanford 1/29/2024
**----- End of picture text -----**