CHARITY COMMISSION FOR ENGL4ND AND WALES Trustees, Annual Report for the period From 0811112021 To 3111212022 Charlty nam•= Walton Vlllage Hall Wetherby Charlty reglstratlon number: 1196471 Obje¢tlve8 and Activiti08 Summary of the purposes of the charity as set out in its governing document Pw• 1.17 objects of the CIO are to establish and run a village hall and to promote for the benefit of the inhabitants of the Parish of Walton, Wetherby {"area of benefit.) vfflthoLrt distindion of sex, sexual onentation, age, disabilty, nationalty, race or political, religious or other opinions the provision of facilities for recreation or other leisure time ¢xcupation of individuals vtho have need of such facilrtie8 by reason of their youth. age. infirnity or disablement, financial hardship or social and economlc arcumstances or for the public at large In the interests of social elfare and with the object of imwoNllng the Condth'ons of life of said inhabitants. Summary ofthe main adivities in relation to those purposes for the public benefit, in particular, t activrties, projects or services Identified in the accounts. Pw•l.17w Our activities aim to Serve a wide rarwJe of users. both from the parish and surroundiTrJ areas. These include an art group, a school holiday club. Wetherby in Support of the Elderfy, thildren's dance classes, pilates cla&, church and Parish Council events as well as children'8 parti88 arKI vRdding re¢eption8. In all had around So different user8 bookirKJ the hall during the period, and several hundred bisitors Communty events were held ts bonfire night, the late Queen's Plallnum Jubi188 and Christmas. A proied to create a garden for the Queen's Jubilee was completed. Projects to improve the energy effi¢ien¢y of the hall, and to build an extension to house new toilet facilities, were initiated. Statement confiming whether the trustees have had regard to the guidance issued b the Ch P*• 1.18 The trustees have had regard to the guidance issued by the Charity CommissiM on pubti¢ benefft
Commission on public benefrt Achievements and Porfonnance The lengthy and ojnplex process of transferring the assets of the hall from the old unregist8r8d charity to the CIO was complated on 1" July 2022. This nsolidat8d the al and financial status of the organisation, and put us in a posFtion to appty for grant fundiThJ for improvements to the buikling. Meanwhile, through Fyomots'on on social media and other channels, we have continued to increase usage of the village hall both in tems of regular users and one- off hires for parties, VÈddings and other events. This has increased our revenue stream lo provid8 for increased running costs and oNJoing maintenance. The hall18 thriving both as a focal point for parish activrtI8 and in serling the social need8 of area. Summary of the main achievements of the charity, identifying the drflerence the charity's work has made to the circumstances of rt8 beneficiaries and any wider benefrts to 80CK8ty a8 a whole. Parn 120
Financial Revlew Review of the chariV$ financial posrtion at the end of the period Par8 121 The financial position of the charrty robust, with a cash balance of £21,000 ar no contractual financial commitments. The chartty has no borrowings. The charty is forecast to eam a surplus in the forthcomin ear from its activities. The Trustees aspire to maintain a free cash balance of £5000, which would be sufficient to sustain 0rationS without any further funding for a pericrfj of 12 months. The trustees are currently fundraising to make signfficant improvements to the Village Hall. Grants received for this wrpose will be held as Restricted Funds. The Trustees also hold Designated furKls for the purpos8 of the Vill e hall im rovement ect. £20,000 Charlty has an apwopriate level of reser4es. No funds are in defii?t. Statement explaining the policy for holding r8serv08 stating why they are held Pxo122 Amount of reserves held Reasons for holding zero reseprfes Detai18 of fund materially in defi¢rt Explanation of any uncertainties about th8 charity continuing as a going concern P•v• 1.22 Pw• 1.22 P*• 1.24 Pw• 1.23 There 18 no uncertainty about the Charity'8 goirKJ c¢)ncem status.
Structure, Governance and Management Description of charity's trusts: Type of gov8ming document P*a125 Chanty Commtssion approved Constitution How is the charity constituted? P•rn125 Charitsble Incorporated Organisation Trustee selèction 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 truste88 Para 1.25 By election or rewelection at an Annual General Meeting. The Vicar and Chur¢hwardens of the parish of waon for the time being (the officeholders) shall automatically by virtue of holding these offices {ex-offKio) be cha trustees. Reference and Admlnlstratlve details Chari name Other name the chari uses istered chari number Charity's principal address Watton Villa Hall Wethert) 1196471 School Lane, Walton, Wetherby. LS23 7DW
Nam88 of the charity Irustees who manage tho chartty Office Ilf any) Ilam• of lor body) •ntltl8d Int tru•ts8 If•n Brian Eldred Chair DeFW Chair Treasurer Mark Wake Damd Taylor Rev. Nick Morgan t)oreen Lister Richard Marsh Maggie Molyneux ex-officio ex-officio From 14.09.22 From 26.09.22 10 12 13 14 15 18 17 18 19 20 Co orate trustees- names of the directors al the date th8 re Dlrncttx narn• None rtvAsa roved Name of trustees holding title to woperty belongry to the charity
Funds held as custodian trustees on behalf of others Description of the assets None held in this capaaty Name arKI objects of the Charity on whose behalf the assets are held and how this falls within the custodian charity's objects Details ol arrangements for safe Gustody and segregation of such assets from the charty's own assets Exemptions from disclosure Reason for non4i8cIo8ure of ke rsonnel details None Other o tlonal Infonnation
Declaration8 Tho trustoos doclaro that th•y approvod the trust•M' rnport abov Slgnod on behalf of the chari 's tru$tee• Slgnaturnls) Full namels) Posltlon (eg Secretary, Chalr, etc) Brian Eklred Chair 09.10.2023
CHARITY COMMISSION FOR ENGLAND AND WALES Recei tsand ents accounts CC16a To Section A Receipts and payments Unrestricted Restricted fund• fund¥ th•n•avwt £ tothe Thr•stt 10t n•wq•t£ toll¥ np•rwt£ t¢th• n•thr•rt£ Endowmenl fund8 Total fund¥ Last year A1 Rec81 Dn5 Chwilablekvth"es IOAOO 14.m 0364 AR) 42 A3P Choni8bfts fvthitl•# Sub lotal I172 A4 Asset and In¥e8tmnt Sub tol•l 41.872 41,872 Il•t of rne•ipts/{wym•nts) . 11.03 11.030 A6 Cash funds last year•nd Cash funds this ye•rend CCXX R1 acLYMJnts ISSI 18KM12023
Section B Statement of assets and liabilities at the end of the period Endovmient lundB lo neoTeJt£ nd8 tr* nBar•st£ fund• B1 Cash fund8 55 tsl cash funds )} Endowment ffftds funds Dètalls n•Jrwt£ 82 Oth•r monetsry •ss•i¥ Futhdtrj CuYYoni v•lu• on Dgtsil$ FWMI tQT•thlch eo•t onal 84 A8B•ts r•talnod for th• charlty'¥ own use Fund towhkh Amourt du du Dttalla B5 Uabilltl Date of rov81 beh?Ifof all the Intstees Pqnt Nome
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Indendent Examine$ Report Report to the trusteesl membèrs of Ch8riiy Name Walton Village Hall On accounts for the year ended 31st December 2022 Charity no (if any} Set out on pages f•mwnbW to IndJe Ihe numb•ts of additional she¢t&l I report to the trustees on my examinats.on of the accounts of the above thanty ('the Trust") for the year ended l i b Ltj k> Responslbllllles and As the Charty trustees of the Trust. you are responsible for the preparation basis of report of the accounts in aCcnCe with the requirements of the Charrties A 2011 (Ihe Acr). 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 the applicable Dir8ctions given by the Charity Commission under section 145(5)Ib) of the Ad. I have completed my examination. l confim that no material matters have ome to my attention (other than that disclosed bèlow ') in connection with the examination which gives me cause to believe that in, any material respgcL' accounting records vRre not kept in accordance w¢th section 130 of the Act or the accounts do not accord with the accounting records I harfe no concems arKI have come across no other matters in connection th the examination to which attention should b& drawn in order to enable a proper understanding of the accounts to be reached. Pl88se delete the wonls in the brackets rf thèy do not apply. Date: Independent axaminor's statement Signed: Iql Name: Relevant professional qualificationls) or l)ody (if any): Address: Ls¥LLL IER October 2018
Section B Disclosure Only complete rf the examiner needs to highSight mattérs of conrn (see CC32, Independent examination of chaty accounts: directions and guidance for examiners). Glve here brief details of any items that the examlnerwishes to disclose. IER October 2018