2024-10-31-accounts - The Simpson Hall

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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerf8 report on the accounts RoWrt tothe tru8teo81 membors ol Simpson Hall Burghill On xcounts fortho yèar endod 1st Novemb Char6ty no IW arby? 2338 Sot wt on pag•8 I to IhE twst88s on nw examinatknn ofthe aC¢Trts ofthe aVe charity fthe Trust") forttE year eThled a5 Stated abovè. R•spon81bJlHl•ts and ba818 A5 Ihe charity trustees. you arè responsib forihe preparalion of Ihe of rgport ac(xxJnts in accordance ith thè Charities Act 2011 llhe Acri. I report (n respeth of my exaMinalk ofthe Tru5t'5 acwunts (xrried out under section 145 ofthe 2011 Act and In canwng out my examination. I have followed all the ap1¢£ble Diwtionsglv8n by Ihe Chanty comm10n rseikn 145ISKbl oflhe ACL Indepdnt examlnerfs I have compl&W rry examination. I confimi that no rnaterial matters have statement com8 to my attenti in connectlon with the examlnation whth mè C4US8 to believe that in. any rnaleria4 respect.: arLounling records were rK)t kèpl in acrdan %ith sectior¢ 730 of the Act," or Ihe accounts dKI not accor(l %Yith the )Unting records.. or Ihe a(wunts did not comply th Ihe applicabltr requirements ¢xncernirs th8 fortn and conteni of accounts $81 out in Ihe Chario {ACrnts and Rewrtsl Regulation5 2008 other than any r1rMnt Ihat the accounts wve a'tnJe and fairf vaew which Is ta Tn8ttar considèred as partof an independant èxamination. I have no cOnM$ and h8ve thrne acrc6s no thr rnatters in conrwts Wtth the examination towhth attent should bè drawn tn this r8Wrt in order to enabb a proper understanding of the accoLJnls to be reach8d. . Please d8let8 the L4t>rdsin th& bFackets If theydo nol appty. SSBngd.. 931,, R•lBvant protsstsional 4uallAcatlonl¥l or boty lil any): IlrL4 ir4S o< rA4É-S IER

Trustees’ Annual Report for the period

From 1/11/23 Period start date To Period end date

31/10/24

Charity name: Simpson Hall

Charity registration number: 239038

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To provide a place for the meeting of people in the parish for educational, entertainment, moral and spiritual uses.
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	• Hall hire • Entertain - quizzes Flix in the Stix,Bridge, prining of village magazine • Health & well being, Pilates,Keep fit for seniors • Social interaction to reduce loneliness community café ,lunches • Maintain care takers property & support in the role • AGM to which community is invited
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Yes, updates shared at meetings

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	N/A
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by	Para 1.38	• They attend meetings to make sure that the Hall is kept as a safe environment to support the

volunteers		community • Help at events
Other		N/A

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	• Increases social interaction in the community • Entertains – quizzes & Flix in the Stix • Hall hire for community to use as they wish • New policies • Small room has been upgraded to provide a warm space for meetings, table tennis & Pool • Recycling • rainwater collection • Remote controlled heating

Additional information (optional) You may choose to include further statements	Additional information (optional) You may choose to include further statements	where relevant about:
Achievements against objectives set	Para 1.41	Continue to be a resource for improving the life of the community
Performance of fundraising activities against objectives set	Para 1.41	N/A
Investment performance against objectives	Para 1.41	N/A
Other		N/A

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Increase in funds from last year
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves reviewed at AGM To cover unexpected maintenance bills & make improvements to facilities
Amount of reserves held	Para 1.22	£11,300
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A
Additional information (optional) You may choose to include further statements		where relevant about:
The charity’s principal sources of funds (including any fundraising)	Para 1.47	Hall hire Donations/Grants Flix in the Stix Recharges
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	• Rising cost of living • Lack of volunteers coming forward • Present Chair, Treasurer & Secretary hope to stand down in the near future
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:		Charitable Trust
Type of governing document (trust deed, royal charter)	Para 1.25	Trust Deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated
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	Word of mouth in the community Advertise on Hall website Advertise in Parish magazine as needed Discussion by Trustees as to suitability after meeting them Involve Continuing Trustees

Additional information (optional) You may choose to include further statements where relevant about: No formal process currently, work in progress Policies and procedures adopted for the induction and Para 1.51 training of trustees Decisions by consensus by management committee The charity’s organisational structure and any wider Para 1.51 network with which the charity works N/A Relationship with any related Para 1.51 parties N/A Other

Reference and Administrative details

Charity name	Simpson Hall Burghill
Other name the charity uses	N/A
Registered charity number	239038
Charity’s principal address	Simpson Hall, Burghill ,Herefordshire. HR4 7RW

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Graham Gilbert	Chair
Joseph Helme	Treasurer	Appointed Dec 24
Stephanie Helme	Secretary
Beryl White		Appointed Jan 25
Patricia Eagling		Appointed Jan 25
Annie Ness
Colin Palmer
Franca Lyddon
Joanna Helme	ContinuingTrustee
Annette Downes	ContinuingTrustee
David Bishop	ContinuingTrustee









Corporate trustees–names of the directors at the date the report was approved Director name N/A
Director name
N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets Nil held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser N/A

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Declarations

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

Signed on behalf of the charity’s trustees

Signature(s) Franca Lyddon Full name(s) Franca Lyddon Position (eg Secretary, Charity Commission Link Chair, etc) Date 13/5/2025

Charity name Simpson Hall, Burghill

239038

No.

Recei ts and Pa ments Accounts p y

For the period Period start date Period end date To from 02 November 2023 31 October 2024

Notes

Section A Receipts and payments funds A1 Receipts

Unrestricted Restricted Total funds Last year funds funds to the nearest £ to the nearest £ to the nearest £ to the nearest £

A1 Receipts
Hire of Hall and Equipment	13,031	-	13,031	12,013
Donations and Grants	3,057	-	3,057	4,060
Flicks in the Sticks	3,785	-	3,785	1,736
Fundraising	1,081	-	1,081	523
Bank Interest	24		24	27
Solar PV Feed-In Tariff	752	-	752	1,564
Re-Charges (gas, water,insurance)	1,606	-	1,606	1,105
Misc	2,620	11,300	13,920	832
*Total receipts*	25,954	11,300	37,254	21,860
A3 Payments
Repairs and Renewals	2,212		2,212	1,364
Inspections and Servicing	557	-	557	223
Fixtures and fittings	224	-	224	3,665
Caretaker Pay	1,729		1,729	1,119
HMRC	407		407	384
Heating (Gas)	3,863	-	3,863	3,230
Lighting and Power (Electricity)	864	-	864	864
Water charges	732	-	732	562
Bank Charges	60	-	60	60
Cleaning materials	356	-	356	381
Insurance premium	1,315	-	1,315	1,169
Arts Alive (Flicks in the Sticks)	874		874	766
Miscellaneous	18,955		18,955	934
*Total payments*	32,149	-	32,149	14,721

*Net of receipts/(payments)*	(6,195)	11,300	5,105	7,139
A5 Transfers between funds	-	-	-	-
A6 Cash funds previous year end	18,706	-	18,706	11,885
*Cash funds this year end*	12,511	11,300	23,811	19,024

02/06/2025

Section B Statement of assets and liabilities at the end of the period

Categories unds ies	Details CAF Cash Account Loans Charity Bank Savings Account Details *Total cash funds* (agree balances with receipts and payments account(s))	Unrestricted funds to nearest £ 12,649 12,649 Agreement Error Fund to which liability relates	Restricted funds to nearest £
			11,300

			-
			11,300
			OK
			Amount due (optional)

B1 Cash funds

B2 Liabilities

Signed by one or two trustees on behalf of all the trustees

Signature Print Name Date of Approval

02/06/2025

Notes

Receipts – Hire of Hall

Invoices outstanding at the end of the year - the sum of … £429

02/06/2025