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2025-12-31-accounts

Educational Foundation of Baile and Levett CIO y

Trustees’ Annual Report 2025

This report meets the requirements of Section 11 Charities (Accounts and Reports) Regulations 2005 , and provides information on how the Charity aims to meet the public benefit test in line with Section 4 Charities Act 2006 .

Background and Charitable Activities

The Educational Foundation owns the properties known as Chelveston Village Hall and School House situated on Caldecott Road, Chelveston. The Trustees of the Foundation are required to use the charity’s income firstly to maintain these properties in good repair and to provide/run a combined Educational Institute and Village Hall for the Parish of Chelveston-cum-Caldecott and surrounding environs. Any surplus income should then be used to support the education of young persons in the Parish. The Foundation derives all its income from rental received from School House, from hire fees received from the use of Chelveston Village Hall and from grants and investments.

The Foundation encourages and supports educational classes and meetings by subsidising the hire fees for all such events, especially those for young people. Private functions are charged at a modest surplus to fund future small equipment purchases.

Activities undertaken in 2025

2025 was the first year of the CIO’s operation, having formally taken over from the previous charity (309769) on 1[st] January 2025. The Village Hall operations were managed by Maxine Routledge, the new part-time Village Hall Manager.

A number of new regular hires were secured during the year which meant that weekday occupancy was at its highest since the pandemic. However, there was insufficient caretaker cover at weekends, meaning that the number of private functions was significantly reduced. Overall, the Hall usage was 1,420 hours in 2025, up from 1,142 hours in 2024. This is significantly lower than peak usage in 2018 with 1,781 hours.

Maintenance activities during the year included the replacement of water heaters and the replacement of the projector, all of which were 10 years old and showing signs of imminent failure.

School House had a full 12-month tenancy with some increased maintenance required, reflecting the 8 years that have elapsed since the refurbishment in 2017. The property is now being fully managed by Charles Orlebar.

The paddock and Village Hall garden continue to be damaged by rabbits.

Accounts for 2025

Village Hall hire fees were £18,003 , well ahead of budget. Running costs were £ 15,703 well below budget. There was therefore a good operating surplus of £2,300 for the Village Hall.

A grant of £3,900 was secured from the Windfarm Trust as a 75% contribution towards the projector replacement project.

School House recorded an operating surplus of £8,602 despite the increased maintenance costs.

Reserves now stand at £61,508 , an increase of £8,325 from 2024 . General operating reserves now stand at £44,558 . The remaining reserves are earmarked as a contingency for equipment repair and renewal, or for tenancy changes costs in School House.

Registered Charity No: 1211520

Educational Foundation of Bailey and Levett CIO Chelveston Village Hall, Caldecott Road, Chelveston, NN9 6AT Contact us: chelveston.village.hall@gmail.com

http://villagehall.chelveston.org.uk

wrth the ¢hange in the charitable objects approved by the Charity Cwimission. there is no longer an Educational Bursary Fund and the restricted reserves of £3,IX)O held for that purpose have been transferred into ge￿ra1 operating resep4es. As the Foundation's income exceeded the £26,000 threshold, these accounts have been independently examined. Full details are available below to allow any member of the public to undertake their own examinalion. Llnk8 to 2025 Recolpts and Paymonts Rogl•t•r PDF Version ehall.chelv n.or .ukffi'nan 1202512025-recei isler Excel Version hall.chelveslon. .ukJfin8nce1202512025.reeei ts-and- rnents-r 151er.xlsx Llnks to 2026 Accounts and Balanc• Sh••t Excel Version Iv kffin 1202 he IssL￿ on behaff ofthe Dire¢torn M8rf( Hunter Andr￿ Seaman, Chaimian Trustees, Annual Report 2025 Page2of8

Educational Foundation Abigail Bailey and Ann Levett INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31st DECEMBER 2025

INCOME EXPENDITURE
Educational Foundation Investments Educational Foundation Administration
Redwood Bank
£136.56
Cash back Rewards(PayPal)
£8.94
Unity Trust Deposit Account
£823.99
Banking charges
£78.00
Administration costs
£556.70
Payroll costs
£151.39
Foundation Expenditure
£786.09
School House Expenditure
School House Building Insurance Premium
£1,497.98
School House Grounds Maintenance
£527.35
School House Maintenance
£2,170.83
School House Agency/Management Fees
£2,611.05
School House Utilities
£1,068.14
Foundation Investment Income
£969.49
School House Operations
School House Rent
£16,476.44
School House Income
£16,476.44
School House Expenditure
£7,875.35
School House Operating Surplus
£8,601.09
Village Hall Related Income Village Hall Ongoing Operations
Village Hall Operating Income
Hall hire
£18,002.99
Village Hall Running Costs
Village Hall insurance premium
£2,249.49
Village Hall Manager fees
£3,288.03
Village Hall Caretaker services
£4,095.57
Grounds maintenance
£527.35
Supplies
£228.41
Village Hall Utilities
£3,356.18
Software licences and ICO registration
£238.97
Minor repairs and maintenance
£1,138.99
PayPal Fees
£256.13
Sub-total Village Hall Running Costs
£15,379.12
Village Hall Equipment Expenditure
Dyson hand held cleaner, water boiler
£323.99
Sub-total Equipment Expenditure
£323.99
Village Hall Related Income
£18,002.99
Village Hall Ongoing Operating Expenditure
£15,703.11
Village Hall Ongoing Operating Surplus
£2,299.88
Grant income Development Projects
Wind Farm Trust (Projector)
£3,900.00
VH Water Heaters Replacement
£1,069.81
VH Fencing replacement
£320.60
Network upgrade
£99.99
New projector
£5,100.19
New vacuum cleaner
£68.63
Grant income
£3,900.00
Development Project Expenditure
£6,659.22
Total Foundation Income
£39,348.92
Total Foundation Expenditure
£31,023.77
Total 2025 Income less expenditure
£8,325.15

3 of 6

Trustee Annual Report - 2025

Educational Foundation Abigail Bailey and Ann Levett BALANCE SHEET FOR THE YEAR ENDED 31st DECEMBER 2025

Funds B/F as at 1st January 2025
Foundation Cash Funds
UnityTrust 60-83-01-20460617 £30,746.99
Redwood-60-83-83-80097691 £21,464.87
PayPal £1,310.76
Total Trustee Cash Funds B/F £53,522.62
Foundation Debtors/Creditors
British Gas Lite (December energy bills) (£339.30)
Foundation Debtors/Creditors B/F (£339.30)
2025 income less expenditure
Investment income £969.49
Grant income £3,900.00
School House operating surplus £8,601.09
Village Hall operating surplus £2,299.88
Foundation Administration costs (£786.09)
Developmentprojects (£6,659.22)
Total 2025 income less expenditure £8,325.15
Total Funds C/F as at 31st December 2025 £61,508.47
Funds C/F 31st December 2025 Represented by
Foundation Cash Funds
UnityTrust 60-83-01-20460617 £11,177.01
UnityTrust 60-83-01-20527084 £49,323.99
PayPal £1,237.79
Total Trustee Cash Funds C/F £61,738.79
Foundation Debtors/Creditors
HMRC (£380.60)
NEST Pensions (£61.98)
British Gas (£337.89)
Thrive Dance Academy - 2025-117 £471.40
Weight Watchers - 2025-118 £88.00
Chair Exercise Class - 2025-113 £44.75
Thrive Dance Academy- overpayment on 2023-26 (£54.00)
Foundation Debtors/Creditors C/F (£230.32)
Total Funds C/F as at 31st December 2025 £61,508.47 Total Funds C/F as at 31st December 2025 £61,508.47
MADE UP OF THE FOLLOWING RESERVES/LIABILITIES
Reserves B/F as at 1st January 2025 Reserves C/F as at 31st December 2025
Educational Foundation Reserves Educational Foundation Reserves C/F
Restricted Reserves Restricted Reserves
Educational Grant Fund [10] £3,000.00
Tractor replacement/repair reserve [2] £1,500.00 Tractor replacement/repair reserve [2] £1,650.00
Unrestricted Reserves Unrestricted Reserves
Tenancy change reserve [1] £5,300.00 Tenancy change reserve [1] £5,300.00
VH Equipment Replacement Reserve [4] £10,000.00 VH Equipment Replacement Reserve [4] £10,000.00
General Operating Reserves [3] £33,383.32 General Operating Reserves [3] £44,558.47
Reserves B/F as at 1st January 2025 £53,183.32 Educational Foundation Reserves C/F £61,508.47
2025 income less expenditure
Investment income £969.49
Grant income £3,900.00
School House operating surplus £8,601.09
Village Hall operating surplus £2,299.88
Foundation Administration costs (£786.09)
Development Project Costs (£6,659.22)
Total 2025 income less expenditure £8,325.15
Reserves C/F as at 31st December 2025 £61,508.47 Reserves C/F as at 31st December 2025 £61,508.47
2025 Change in Foundation Reserves £8,325.15

4 of 6

Trustee Annual Report - 2025

Educational Foundation Abigail Bailey and Ann Levett Non Financial Assets

Educational Foundation Permanent Endowment Assets

Item Purchased Notes Value
School House 1864 0.07 Ha - Residential dwelling [6] 660,285
£
Chelveston Village Hall 1864 0.08 Ha - Communitybuilding [6] 814,000
£
Carpark and amenity paddock 2011 0.18 Ha - Landprice only [7] 6,441
£

Village Hall Equipment Assets

Village Hall Equipment Assets
Item Purchased Supplier Cost
Large tables 01/10/2010 ToplineFurniture 1,355
£
FridgeFreezer 07/10/2012 Argos 289
£
Urns,Kettles,Flask 07/12/2013 Amazon 190
£
Smalltables 30/07/2014 ToplineFurniture 421
£
Dehumidifer 02/11/2014 Amazon 220
£
Ladders 16/11/2014 BPSAccess Solutions 150
£
Screen 01/01/2015 ParishCouncil[8] 1,200
£
Cooker 08/01/2015 John Lewis 2,128
£
Dishwasher 08/01/2015 Industrial Warewashers 1,554
£
Fire extinguishers 10/02/2015 Amazon 120
£
Chairs 03/03/2015 ToplineFurniture 2,730
£
Wifiaccess point 10/02/2016 4GON 185
£
Large tables 11/02/2016 ToplineFurniture 326
£
Smallsteps 26/02/2016 Solutionsworld 55
£
BBQ 03/05/2016 Summer BBQ 200
£
Security Shed 17/06/2016 Asgard 1,804
£
John DeereX135R Tractor 17/06/2016 PeterboroughGrassMachinery 2,800
£
StihlStrimmer 17/06/2016 PeterboroughGrassMachinery 290
£
ExerciseBarres 23/01/2017 TheBarre 340
£
PASystem 26/05/2017 ParishCouncil 450
£
Micro SDcard 26/01/2017 Maplin 25
£
Lawnmower 23/03/2017 Screwfix 250
£
FloorCleaner 21/07/2017 KarcherCentre 199
£
PAT TestingKit 10/10/2017 First Stop Safety 301
£
Insectkiller 16/03/2018 Screwfix 56
£
DSAV 14/04/2018 Sound system 7,000
£
Mobile phones 14/04/2018 O2shop 44
£
Toolkit 21/05/2018 Tesco 15
£
DanceFloor 15/02/2018 LeMerk Flooring 400
£
Uninterruptable powersupply 01/01/2019 Amazon 85
£
Bluetooth receivers 05/03/2019 Amazon 72
£
WirelessPresentationSystem 11/04/2019 ParishCouncil[9] 992
£
MiscKitchenware Various Various 430
£
Security Camera 21/01/2022 Halfords 100
£
Wireless access point 02/03/2020 4GON 265
£
Router 03/02/2020 Amazon 185
£
Hand sanitiserstations 28/05/2020 GlebeHealthcare 520
£
DanceFloor 09/07/2020 LeMerk Flooring 435
£
Microphones and stands 02/02/2021 ParishCouncil 608
£
Network Equipment 01/04/2021 Various 690
£
AirQualityMonitor 09/07/2021 Tester.co.uk 450
£
Purgefans 10/09/2021 Screwfix 72
£
Trailing4gang extension lead 15/10/2021 Screwfix 11
£
Fan heater 29/11/2021 Wickes 16
£
AirScrubbers 01/12/2021 ReactionGroup 6,900
£
Rectangulartable 08/12/2021 Viking 104
£
Purgefans 05/05/2022 Screwfix 36
£
Work light 14/04/2022 Screwfix 14
£
Timersockets 29/09/2022 CPCFarnell 44
£
Dyson V8Absolute CordlessVacuumCleaner(S 27/03/2025 John Lewis 249
£
New Projector 28/10/2025 Distributed Sound &VideoLtd 5,045
£
Equipment Assets Value
42,421
£

5 of 6

Trustee Annual Report - 2025

Educational Foundation Abigail Bailey and Ann Levett NOTES TO ACCOUNTS

[8] The screen was donated by the Parish Council to the Hall in 2019

6 of 6

Trustee Annual Report - 2025

Educational Foundation of Bailey and Levett CIO Educational Foundation of Bailey and Levett CIO Educational Foundation of Bailey and Levett CIO 1211520
Receipts and payments accounts
For the period
from
01 January 2025
Period start date
To 31 December 2025
Period end date

CC16a

For the period Period start date Period end date To from 01 January 2025 31 December 2025

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest £
Unrestricted
funds
to the nearest £
Restricted
funds
to the nearest £
Restricted
funds
to the nearest £
Endowment
funds
to the nearest £
Endowment
funds
to the nearest £
Total funds
to the nearest £
Total funds
to the nearest £
Last year
to the nearest £
School House Rent 2025 16,476 - - 16,476





Village Hall Hire Charges for 2025 18,003 - - 18,003
Grants Received 3,900 - - 3,900
Interest Received 961 - - 961
PayPal Debit Card Rewards 9 - 9
Accruals - - 0
2024 Village Hall hirespaid in 2025 - - - 0
Unpaid 2025 Village Hall hiires (604) (604)
Refund due on invoice 2025-26 54 - - 54
Sub total(Gross income for
AR)
38,799 - - 38,799 -
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
-

School House Runningcosts
7,875 - - 7,875




School House Projects - - - 0
Village RunningCosts 15,703 - - 15,703
Village Hall Projects 6,659 - - 6,659
Foundation Administration 786 786
Accruals - - 0
December 2024 energybills 339 339
Unpaid 2025 HMRC/NEST charges (443) (443)
Unpaid December 2025 EnergyBills (338) - - (338) -
Sub total(Gross income for
AR)
30,583 - - 30,583 -
A4 Asset and investment
purchases, (see table)
-
-
Sub total - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
-
8,216 -
2,850 -
49,023
60,089 -

Notes

CCXX R1 accounts (SS)

21/01/2026

Page 3 of 4

Section B Statement of assets and liabilities at the end of the period Ut)r•$tricted lund8 to n•Jr•¥¢£ Rèstricte funds Endowment fundi to É LdtLwn•• B1 Cash funds Un1tyTn￿1e￿8￿0l.2o46(k317 lJnityTDMI8W>01-2Q5270B4 11,177 47.674 PayPal 1.238 Tot•1 cash funds 60,089 1.650 Unr•8trlet•d fvnd$ R￿trIcted lund• Endowmènt fund• to n•arn•t É Details Fund Curr•ntvalu• Dotai18 Colt loptknn•ll FuNltowh Co•t14)th•ll Curr•tht v•lu• B4 Ass8ts rotslned lor the charlty's own u¥e Schod House111 CheMeston Villagè H•ll111 Car park and amenty paddock Pl H*1 680,289 114,000 1,441 42,421 Ftmdtowhfch Amtyjnté en du• Details BS Llabllltlos zaaa S%Jned by ene oi tIUStees on behaKI of all the Irusl805 Data tsf roval spana￿re Print Name CCXX R2 accounts (SSI Page4of4 2110112028

`

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of The Educational Foundation of Bailey and Levett CIO On accounts for the year 31[st] December 2025 Charity no 1211520 ended (if any) Set out on pages 3-4 Respective responsibilities The charity's trustees are responsible for the preparation of the accounts. The of trustees and examiner charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: • examine the accounts under section 145 of the Charities Act, • to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and • to state whether particular matters have come to my attention. Basis of independent My examination was carried out in accordance with general Directions given by the examiner’s statement Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent examiner's
statement
Signed:
Name:
Relevant professional
qualification(s) or body (if
any):
In connection with my examination, no material matters have come to my attention
(other than that disclosed below ) which gives me cause to believe that in, any
material respect:

accounting records were not kept in accordance with section 130 of the
Charities Act or

the accounts do not accord with the accounting records
I have come across no other matters in connection with the examination to which
attention should be drawn in order to enable a proper understanding of the accounts
to be reached.
Please delete the words in the brackets if they do not apply.
Date:
21stJanuary 2026
In connection with my examination, no material matters have come to my attention
(other than that disclosed below ) which gives me cause to believe that in, any
material respect:

accounting records were not kept in accordance with section 130 of the
Charities Act or

the accounts do not accord with the accounting records
I have come across no other matters in connection with the examination to which
attention should be drawn in order to enable a proper understanding of the accounts
to be reached.
Please delete the words in the brackets if they do not apply.
Date:
21stJanuary 2026
21stJanuary 2026
William John Elldred
Treasurer of St John the Baptist Parochial Church Council,
Chelveston-cum-Caldecott

309769 – IER

Page 1 of 4

January 2026

Address: Erakor, 6 Nightingale Way
Higham Ferrers
NN10 8PR
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32,
Independent examination of charity accounts: directions and guidance for
examiners).

Give here brief details of any items that the examiner wishes to disclose .

309769 – IER

Page 2 of 4

January 2026

Educational Foundation of Bailey and Levett CIO Educational Foundation of Bailey and Levett CIO Educational Foundation of Bailey and Levett CIO 1211520
Receipts and payments accounts
For the period
from
01 January 2025
Period start date
To 31 December 2025
Period end date

CC16a

For the period Period start date Period end date To from 01 January 2025 31 December 2025

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest £
Unrestricted
funds
to the nearest £
Restricted
funds
to the nearest £
Restricted
funds
to the nearest £
Endowment
funds
to the nearest £
Endowment
funds
to the nearest £
Total funds
to the nearest £
Total funds
to the nearest £
Last year
to the nearest £
School House Rent 2025 16,476 - - 16,476





Village Hall Hire Charges for 2025 18,003 - - 18,003
Grants Received 3,900 - - 3,900
Interest Received 961 - - 961
PayPal Debit Card Rewards 9 - 9
Accruals - - 0
2024 Village Hall hirespaid in 2025 - - - 0
Unpaid 2025 Village Hall hiires (604) (604)
Refund due on invoice 2025-26 54 - - 54
Sub total(Gross income for
AR)
38,799 - - 38,799 -
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
-

School House Runningcosts
7,875 - - 7,875




School House Projects - - - 0
Village RunningCosts 15,703 - - 15,703
Village Hall Projects 6,659 - - 6,659
Foundation Administration 786 786
Accruals - - 0
December 2024 energybills 339 339
Unpaid 2025 HMRC/NEST charges (443) (443)
Unpaid December 2025 EnergyBills (338) - - (338) -
Sub total(Gross income for
AR)
30,583 - - 30,583 -
A4 Asset and investment
purchases, (see table)
-
-
Sub total - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
-
8,216 -
2,850 -
49,023
60,089 -

Notes

CCXX R1 accounts (SS)

21/01/2026

Page 3 of 4

Section B Statement of assets and liabilities at the end of the period Ut)r•$tricted lund8 to n•Jr•¥¢£ Rèstricte funds Endowment fundi to É LdtLwn•• B1 Cash funds Un1tyTn￿1e￿8￿0l.2o46(k317 lJnityTDMI8W>01-2Q5270B4 11,177 47.674 PayPal 1.238 Tot•1 cash funds 60,089 1.650 Unr•8trlet•d fvnd$ R￿trIcted lund• Endowmènt fund• to n•arn•t É Details Fund Curr•ntvalu• Dotai18 Colt loptknn•ll FuNltowh Co•t14)th•ll Curr•tht v•lu• B4 Ass8ts rotslned lor the charlty's own u¥e Schod House111 CheMeston Villagè H•ll111 Car park and amenty paddock Pl H*1 680,289 114,000 1,441 42,421 Ftmdtowhfch Amtyjnté en du• Details BS Llabllltlos zaaa S%Jned by ene oi tIUStees on behaKI of all the Irusl805 Data tsf roval spana￿re Print Name CCXX R2 accounts (SSI Page4of4 2110112028