## **EVERGREEN HALL REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021**
Evergreen Hall is a registered charity (no. 233402). Angel Street, Bridgend CF31 4AD
The last two years has seen much change particularly in light of the cuts to council funding that have placed greater pressure on the funding provided by Bridgend Town Council. The Hall was becoming in need of a refurbishment and there were clearly insufficient funds to achieve this. The Trustees decided the only option was to sell back the remaining lease. The Trustees with the help of the Town Council, have arranged to use a nearby Hall that is currently being refurbished.
As at the year ending March 2021, the Evergreen Hall Board of Trustees (EHB) (formerly Management Committee) comprised:
Four Councillors of Bridgend Town Council, Cllr. A. Morelli, Cllr R Thomas, Cllr. N. Burnett, Cllr. M. Voisey Four members of Evergreen Hall Mr C Lewis, Mrs P Phipps, Ms B Channin Mr J Faulkner and One member of the local community of Bridgend Mrs V Norris.
There are three vacancies for members of the local community.
The charity’s bankers are Lloyds Bank plc, 18 Wyndham Street, Bridgend, CF31 1EQ.
## Charitable Activities
Evergreen Hall closed on the 15th March 2020 because of COVID 19. During this unprecedented year, the aim of the Trustees has been to support the vulnerable members of the Hall and older residents of Bridgend cut off from their friends and the wider community, and without access to the internet. The Trustees therefore decided to publish a physical newsletter posted directly to members.
The newsletter called O’r galon was produced monthly from July 2020 and each month included more content. Each copy of the newsletter was mailed to XX homes.
In addition to the monthly newsletters a one-off special publication was produced. The publication was funded by Comic Relief and was called Voices of Experience. This was a book of letters written to the writer’s younger self.
## Funding
The charity normally charges an annual membership fee of £20 (suspended during most of this year). Prior to the closure of the Hall the charity generated income by hiring several rooms.
During the year under review, the Charity secured grant funding from the following organisations:
||Grantor|£|
|---|---|---|
||Moondance Fund|3,000|
||BAVO|999|
||BCBC|10,000|
||Comic Relief|4,000|
||LotteryCommunityFund|10,000|
||Lloyds Bank Foundation|500|
|||28,499|
## Financial Reserves
When it became clear that the Hall would be closed the Charity was forced to make our one employee redundant. As the charity is no longer responsible for the Hall running costs it’s fixed costs are very small. As grant funding has been received the funds have enabled us to use Karen Steadman as a contractor. The Trustees would like to thank Karen for her commitment, hard work and enthusiasm.
The existing reserves are very limited and the source of future funding uncertain, as a result the Trustees expect to only incur future costs as and when funding is secured. The existing funding should secure the newsletter until early Autumn 2021.
Trustees and volunteers offer their services without charge, and there was one part time employee during part of the period.
Signed on behalf of the Trustees:
Nicole Burnett (Chair). 10 September 2021
## **Independent Examiner’s Report to the Members of Evergreen Hall**
I report on the accounts of the charity for the year ended 31 March 2019, set out on pages 4 to 5.
## **Responsibilities and basis of report**
As the charity 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 respect of my examination of the Charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and 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.
J A Badman 29 August 2021
## Evergreen Hall
Section A Receipts and Payments For The Year Ended 31st March 2021
|Evergreen Hall
Section A Receipts and Payments
For The Year Ended 31st March 2021|||||
|---|---|---|---|---|
|2020-21
Grants
Total
2020-21
£
£
£
A1 Receipts
Donations Bridgend
Town Council
-
-
Grant
28,499
28,499
Hall Hire Fees
195
195
Membership Subscriptions
802
802
Dividends COIF
174
174||2019-20
Allen
Lane
Grant||
Heritage
Lottery
Grant
2019
Total
2019-20|
|||£
£||
£
£|
||||||
|||6,750||6,750|
|||5,690||
5,690|
|||6,468||6,468|
|||730||730|
|||171||171|
|Sub Total
1,171
28,499
29,670
A2 Asset and Investment Sales,
etc.||14,119
5,690||
-
19,809|
||||||
||||||
|Total Receipts
1,171
28,499
29,670
A3 Payments
Staff costs / Redundancy
- 1,969
- 1,969
Hall Running Costs
Essential Repairs & Maintenance
- 3,249
-3,249
Grant applications
Grant related expenditure
--17,943
-17,943||14,119
5,690||
-
19,809|
||||||
||||||
|||-4,644||-4,644|
|||-8,641||-8,641|
|||-||-|
|||-200||-200|
|||-6,192||
-7,236
-13,428|
||||||
|Sub Total
-5,218
-17,943
-23,161
A4 Asset and Investment
Purchases,etc.
-
-
-
Total Payments
-5,218
-17,943
-23,161||-13,485
--6,192||
-7,236
-26,913|
||||||
|||-
-||
-
-|
|||-13,485
--6,192||
-7,236
-26,913|
||||||
|Net of Receipts/ (Payments)
-4,047
10,556
6,509||674
-502||
-7,236
-7,065|
|A5 Transfers Between Funds
A6 OpeningCash funds
6,968
-
6,968|||||
||||||
|||6,969
-||
7,063
14,032|
|Closing Cash Funds
3,094 10,383
13,477||7,643
-502||
-173
6,967|
|Section B Statement of Assets and||||
|---|---|---|---|
|Liabilities||||
|||||
||2020-21|2019-20||
|B1 Cash Funds|£|£||
|Current Account & Petty Cash|13,477|6,968||
|||||
|Deposit Account||||
||13,477|6,968||
|||||
|||||
|||||
|B2 Other Monetary Assets|-|
-||
|||||
|||||
|||||
|B3 Investment Assets||||
|COIF Charity Investment Fund|5,960|5,060||
|- Income Units||||
|B4 Assets Retained for the Charity's||||
|Own Use|-|-||
|||||
|||||
|B5 Liabilities|-|-||