2024-12-31-accounts

Trustees’ Annual Report for the period

From 01/01/2024 To 31/12/2024

Charity name: Walton Village Hall Wetherby

Charity registration number: 1196471

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The 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”) without distinction of sex, sexual orientation, age, disability, nationality, race or political, religious or other opinions the provision of facilities for recreation or 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 said inhabitants.
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	Our activities aim to serve a wide range of users, both from the parish and surrounding areas. These include an art group, a school holiday club, young farmers, Pilates and yoga classes, Church and Parish Council events, as well as children’s parties and wedding receptions. The hall was closed from January until mid- May for building work, but in all we still had 44 different users booking the hall during the period, and several hundred visitors. Community events were held for bonfire night and at Christmas.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees have had regard to the guidance issued by the Charity Commission on public benefit

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	For the first part of the year, the hall was closed for building work, for which funding had been secured during the previous year. An extension to house new toilet facilities was built, and the old facilities converted to much needed storage space. Insulation was added to the ceiling, the floor in the main hall replaced, and a new heating system installed. During the course of the project additional works became necessary – two existing sections of roof were replaced - and a loan was secured to fund this. A new kitchen was fitted, new furniture procured, and the hall totally re-decorated. This work has vastly improved the comfort and attractiveness of the hall for its beneficiaries and helped to secure its future as a valuable local asset. After the hall re-opened, through promotion on social media and other channels, we have again continued to increase usage of the village hall both in terms of regular users and one-off hires for parties, weddings and other events. The hall is thriving both as a focal point for parish activities and in serving the social needs of the surrounding area.

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The financial position of the charity is slightly below plan, with a cash balance of £4,551 and no contractual financial commitments. The charity has taken out a loan of £20,000 to cover unforeseen building costs. There is no contractual repayment obligation, but we aim to repay it over a period of 5 years. The charity is forecast to earn a surplus in the forthcoming year from its activities.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Trustees aspire to maintain a free cash balance of £5000, which would be sufficient to sustain operations without any further funding for a period of 12 months.
Amount of reserves held	Para 1.22	£4,551
Reasons for holding zero reserves	Para 1.22	The Charity has an appropriate level of reserves.
Details of fund materially in deficit	Para 1.24	No funds are materially in deficit.
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	There is no uncertainty about the Charity’s going concern status.

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document	Para 1.25	Charity Commission approved Constitution
How is the charity constituted?	Para 1.25	Charitable 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 1.25	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 automatically by virtue of holding these offices (ex-officio) be offered the role of charity trustee.

Reference and Administrative details

Charity name	Walton Village Hall Wetherby
Other name the charity uses
Registered charity number	1196471
Charity’s principal address	School Lane, Walton, Wetherby, LS23 7DW

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 (if any)
	Brian Eldred	Chair
	Mark Wake	DeputyChair
	Richard Marsh	Treasurer
	Rev. Nick Morgan			ex-officio
	Maggie Molyneux

– Corporate trustees names of the directors at the date the report was approved

Director name None

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
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 custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Exemptions from disclosure

Reason for non-disclosure of key personnel details None

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Brian Eldred Full name(s) Brian Eldred Position (eg Secretary, Chair Chair, etc) Date 03.09.2025

CHARITY COMMISSIO FO ENGIAND AND w41 r5 WALTON VILLAGE HALLWEfHERBY 119S471 Receipts and payments accounts CC16a For th8 period from stJanuary 2024 31S1 De¢emtxr Section A Receipts and payments Unrestricted fvnd¥ to the near4*t Restricted Endowment Total funds Last year tothe Dear••t£ tothe noar••t E to Iho nMr••tÉ tothe n•ar•8t£ A1 R8c8ipts DON4fioNS 177.950 177.950 c￿A￿lTA￿￿EAcl1VI11ES HIRE OTHER TRADlNfjAGT1vl￿E5 QIFTAID 11,769 11.769 266 tota ross income or AR) 27.395 197,950 05.345 A2 A880t and in¥e8tm8nt Sale8, (s￿ tsbl•l. Loan 20.000 ub total Total r•¢eipi$ 7.395 97,950 225.345 A3 Pa m•nts 15. FUNDBIISING EVENT RÈFu￿BIS￿mENTF￿c￿ECT 7,922 248.598 248.S98 Sub total 23,827 248598 272.425 A4 A550t and investment urcha808, See table Sub total Total payments 23,827 272 425 Net of receipts/{paymentsJ AS Tran8fer8 tse￿leen fund8 A6 Gash funds last year end Cash funds thls ytar end 3.568 -18.273 19.256 -47.080 18.273 32.375 51,631 4,551 4,551 CCXX R1 accounts ISSI

Section B Statement of assets and liabilities at the end of the period Un¥èstrict•d lund$ neamiE Rèstrict•d fund$ nearest£ Endowmènt fund$ to neareJt£ Categori88 Detai18 B1 C•sh fund¥ HSBC 4.551 Total cash funds Unre51rict8d fund? lo ne¥r85tt Restricted fund8 to n•ar•¥t£ Endowment fund8 Detsl Fund to whkh ¢￿t l+JpUonall Curr•ntvalu• Oh•l Dei•ll• Fynd to whkh •Het b￿0 Deiails Co•t l+¥thn•ll ¢yrr•n¢v•lu• onil 84 A8••ts retslned for the charfty's own u80 LLAGE HALL BUILDING Fund to whkh Amount due ion41 When due OnAI Details B5 Llabllltl•$ &"gned by one or Iwslees on behalf of all IIE trustee5 Date of roval SvJnabJre Print Narne RICHARD MARSH 2LV6125 CCXX R2 actounts ISSI

CHARITY (OMMISSION FOR ENGLAND WALES Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the trustees Charty Name Walton Willage Hall On accounts for the year ended 31" December 2024 Charity no (if any 1196471 Set out on pages {reTnem.bÈr 10 Include thÈ page numb@ts of addilion21 sheets) I report to the trustees on my examination of the accounts of the above tharity (Ihe Trust") for the year ended 31112120 Responsibilities and basis of report As the charity's trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respeL of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination. I have followed all the applicable Directions given by the Charity Commission urKler section 145{5)(b) of the Act. Independent I have corn￿eted my examination. I confim that no material matters have examiner's statsment come to my attention in connection wilh the examinats'on (other than that disclosed below") which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 ofthe Charrties Act: or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements onceming the fomi and content of accounts set out in the Charitie (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a pyoper understanding of the accounts to be reached. . Please delete the words in Ihe brackets rf they do not apply. Signed: Date: 141 Iz02S Name: Alexandra Hazlerigg Relevant professlonal qualification(s} or body lif any): ACA (L94S48Q .' Icoj eK>) Address: Xeinadin. 4 Wharfe Mews. Clrffe Terra￿. Wetherby, LS22 6LX IER Oct 2018

Section B Disclosure Only complete if the examiner needs to highlight materi21 matters of COn￿M {see CC32. Independent examination of charrty accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018