CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 0110112023 To 3111212023 Charity name: Walton Village Hall Wetherby Charity rngistration number: 1196471 Objectives and Activities Summary of the purposes of the charrty as set out in rts governing document Para 1.17 The objects of the CIO are to establish and Tun a village hall and to promote for the benefit of the inhabitants of the Pansh of Watton. Wetherby ('area of benefrt.) without distinction of sex, sexual orientation, age. disability, nationality, ra or political, religious or other opinions the provision of facilities for recreation or other leisure ts'me occupation of individuals who have need of such facilities by reason of their youth, age, infimiity or disablement, financial hardship or soryal and economic rcumstances or for the public at large in the interests of so¢ial welfare and with the object of improving the conditions of life of Ihe sald inhabrtants. Summary of the main activities in relation to those PLJrposes for the publi¢ benefrt, in particular, the activities, projects or seprfices identthed in the accounts. Para 1.17 0ThJ Our ath'vrties aim to seprfe a wide range of users, both from the pansh and surrounding areas. These include an art group. a school holiday Glub. Wetherby in Support of the Elderfy, children's dance dasses, pilates classes. church and Parish Council events as well as children's parties and three wedding rePtiOns. In all we had around 50 drfFerent users bookirtg the hall during the period, and several hundred visrtors. Communrty events were held for bonfire night and at Christmas. Statement confimiing whether the trustees have had regard to the guidance issued by the Charty Commission on publi benefit Para 1.18 The trustees hav8 had regard to the guidance issued by the Chanty CommiyAion on public benefrt Achievements and Performance
SORP rderen Throughout much of the year projects to improve the structure and energy efficiency of the hall, and to build an extension to house new toilet facilities, were being planned and fundiThJ sought This funding was all secured and In pla by the year end. Meanwhile, through promotion on social media and other channels, we have continued to increase usage of the village hall both in temis of regular users and one- off hi$ for parties. weddings and other events. This has increased our revenue stream to provide for increased running costs and ongoing mainlenance. The hall is thnving both as a focal pjint for parish activities and in serving the social needs of the surroundin area. Summary ofthe main achievements of the charity, identifying the differen the charity's work has made to the cirCumstanS of its beneficiaries and any wider benefts to society as a whole. P*a 1.20
Financial Review Review of the charty's financial p0SOn at the end of the period Para 1.21 The financial position of the tharity is robust, wrth a cash balance of £51,000, including restncted fvnds of £32,000, and no contractual financial commitments. The charity has no t)orrowings. The charty is forecast to eam a surplus in the forthcomin ear from its activrties. The Trustees aspire to maintain a free cash balance of £5000. which would be sufficient to sustain operations without any further funding for a penod of 12 months. The trustees have been fundraising to make signtficanl improvements to the Village Hall. Grants received for this purpose are held as Restricted Funds. The Trustees also hold Designated funds for the purpose of the Villa e hall im rovement ro ect. £46,000 The Charity has an appropriate level of reserves. No funds are in deficit. Statement explaining the policy for holding reserves stating vh)y they are held 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund matenally in deficit Explanation of any uncertainties about the charity continuing as a going concem Par8 1.22 Par8 1 22 P•rn 1.24 Parn 1.rJ There is no uncertainty about the Charty's going concem status.
Structure, Governance and Management Description of charrty's trusts.. Type of goveming document Paa 1.25 Charity Commission approved Constitution How is the charrty onstituted? Para 1.25 Charrtable Incorporated Organisation 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 125 By election or re-election at an Annual General Meeting The Vicar and Churchwardens of the parish of Walton for the time being (the officeholders) shall aLrtomatically by virtue of holding these offices {ex-officio) be offered the role of charrt trustee. Reference and Administrative details Chantxname Other name the charity uses istered charit numbèr Chanty's principal address Wafton Villa e Hall Wetherb 1196471 School Lane. Wafton, Wetherby, LS23 7DW
Names of the charity trustees who manage the charity Trustee name Offl¢e lif any) Datas acted if not forwhole ear Name of person lor body) entlu, to appornt truste• ifan Brian Eldred Mark Wake David Taylor Rev. Nick Morgan Doreen Lister Richard Marsh Maggie Molyneux Chair Deputy Chair Treasurer ex-offiao Jan - March ex-ofFIcio 10 12 13 14 15 16 17 18 19 20 Corrat@ trustees - names of the direct at the date the re Dlr•¢tor n•m• None ortwasa roved Name of trustees holding title to Froperty belonging to the thanty Trust•¢ name Dat88 •¢ted If Th)t for whole •4r None
Funds held as custodian trustees on behalf of others Description of the assets None held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the cust¢)dian charity's objects Details of arrangements for safe Gustody and segregation of such assets from the charity's own assets Exemptions from disclosure Reason for norFdisclosure of ke .rsonnel details None Other o tional information
Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of the chartty's trustees Signaturels) Full namels) Position leg Secretary. Chair, etc) Btian Eklred Chair Date 30.08.2024
CHARITY COMMI5510N FOR ENGLAND AND WALES Recei tsand ents accounts CC16a To Section A Receipts and payments Untcted Restricted nd¥ Endowment funds Tot41 funds L•gt y•ar A1 Ree•l pork2bS 14591 4118 tJ,591 118 AR) Chantse Sep8rte Mateiial l•.L 19,( 7.620 Sub to 7M5 29.823 A4 Asset and Investrnent Sub tot•1 29.823 N•t o1r*ptsl(PaYments) . A5 TTrnsfeTS bgtween futKIs A6 Cash fund5 last y•arend 11 30,176 55 51.631 19 37 CCXXR1 accrrt Issi 131CQ12024
Section B Statement of assets and liabilities at the end of the period Unrestricted fund5 to npar8gt£ Categorles Restricted fur8 to near881£ Endowrnenl fund5 to nearest£ 81 fund8 19.256 31375 19.256 32.375 Endowment lunds nds to Thxro8t£ fvnd8 trj naarnst£ DetallB Fund b) 4¢h Detslls CoitloOlono11 Cuffqntv81 nal Ftsndlo ffil¢h Colt (optro Curr•nt¥alu• om B4 As•et8 retaln¢d for tho charlty'¥ own u Details Fwd tothiEh ountO WheTr dut 85 Llabllltle8 haifof all Ihe busths Print Nan Dale of roval Dad Ta 0110312024 CCXX R2 xc3Junts Issi 1310212024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs r8POrt on the accounts Section A Independent Examiner's Report Report to the trustees Walton Village Hall On a¢Unts for the year ' 315t December 2023 Charlty no (if any) 1196471 Sot out on p8ges I report to the trustees on my examin8tion of the accounts of the above charity {Ihe Trust.) for the year ended 31 December 2023. Responslbllll1 and basis of roport As the chariiys trustees, you are responsible for th8 preparatlon of th8 accounts in accordance th the requirements of the Charities Act 2011 {'the I r8P(xt in respect of my examinaticM of th8 Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the appIlb Direclions glven by th8 Charlty Commission under section 14qSXb) of the Act. Independent I have completed my examtnation. I confirni that no mater¢al matters h8V8 examlnerfs statsment come to my attentton in C£Jnnection with the examination which glves me Cause to bele that in. any material resp8Ct.' the accounting records were r#)t kept In aC)rdanC9 viith section 130 of the Chanties Act,. or the accounts did not acojrd with the accountlng records: or the accounts did not comply with the applicable requirements conceming the forrn and content of accounts set out in the Charitles (Accounts and Rep)rts) Regulations 2008 other than any requirement that the accounts give a Irue and fairf which is not a matter nsidered as part of an independent examination. I have rm) concems and have come across no other Matters in connectlon with the examination lo which attention should be drawn in thls report in order to enable a proper understsnding of the accounts to be reached. Signed: Rolovant professional I qualificatlon(s) or body {rfany): Peter Howard & Co 4. Wharfe Me•ts. Cliffe Terrace. Weth6rby LS22 6LX IER Oct 2018
Section B Disclosure Only ujnplele rf the examiner needs to highb.ght material matters of concem {see CC32. In(kpendent examinats'on of charty accounts: directions and guidan for examlners). Givo here brief detalls of any items that tho oxamlner wlshes to dSs¢l¢)8e. IER Oct 2018