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2020-12-31-accounts

Long M a r ton Village Institute

Annual Gene r al M eeting, Tues d ay 22n[d] June 2021

Chai r man’s R epo r t

Introduction. So at the end of this, my 3 rd year as Chairman of this fne institution, time to refect on what we has happened since the last AGM which was held 15 months ago on Saturday 7[th] March 2020. This AGM is a little later than it should have been however has been allowed due to circumstances caused by the Covid pandemic. Little d d i anyone know at the last AGM what was about to befall literally the entire wor dl , such monumental efects that even now, life is yet to return completely to normal.

Regular use of the Institute – Possibly for the f rst time in the 130 years since the construction of the Institute, there have been absolutely no regular users o r events held for over a year. The doors of the Institute were closed for such occasions since shortly after the last AGM and even now, large scale gatherings a re p rohibited by Central Government guidance. Life has started to show itself in the form of a new yoga class that has recently started and hopefully others will follow. Hopefully Government will relax the last of the restrictions shortly, so we will soon be able to welcome the hall users once more to larger events.

One-of events –Some small glimmers of light d d ri p esent themselves – we d d i have one election for Police Commissioner, for which the Institute was used as a polling station -socially distanced of course. We also had a local company making use of the Hall for rt aining purposes, not once but twice since it suited their needs so well. There should have been a local election but this was cancelled, not because of Covid but because of Central Government’s wish to investigate Unitary Authorities.

Financial Position. Since this report p recedes the T reasurer’s report exact fgures cannot be quoted here and now but based on reports f rom p revious meetings, the Institute continues to be fnancially viable. Institute accounts are substantial which is excellent considering that the Hall has been efectively shut for a year and the expenditure associated with both the gable repairs and the re-covering of the fat roof. Attention should be drawn to the foresight of p revious Committee decisions, p revious to my time. to secure a small but important regular income f rom both the solar panels and the b roadband mast, which obviously continued through lockdown. Attention should also be drawn to certain Committee members i dentifying and successfully applying recently for Covid rg ant assistance, resulting in a massive boost to our reserves.

Departures f rom and dda itions to the Committee: Since last year there have been a couple of changes to the Committee. Anne Perry has sadly moved on but her position has been flled by Christine Callery who has ftted into her roles very well as both T reasurer and Booking Clerk. Committee membership has also swelled by the g rand total of one as the Institute welcomes its newest member, Carol E dwards who has already demonstrated an enthusiasm to get involved.

Successes and achievements

Priorities for the coming year – The last year has been like no other. However running and maintaining our building is an ongoing p rocess, so I suggest:

Final thank you. As Chairman I would like to convey my g ratitude to all of the Committee members for their ongoing hard work and commitment in maintaining the Institute as a viable enterprise. Without their commitment and involvement there is no doubt that the Institute would be potentially lost as an asset to the local community that it serves.

Mike Craig Chairman 22"June 2021.

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

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RECEIPTS
BANK CASH
Gable
Solar Second Grants
Hire of Mast Feed in Dividen Donatio hand Coffee (restrict Building Lunch
Date From [ £ £ Hall Rental Tarrif ds ns Books Morning ed) Roof Fund Club Events
Jan 14 Yoga 1 132.00 132.00
Jan 14 Coffe morning 2 65.15 65.15
Jan 15 Lunch Club 3 112.00 112.00
Jan 16 Funeral Tea Paul Mason 4 25.00 25.00
Jan 18 Nikki dance 5 6.00 6.00
Jan 23 Craft group 6 12.00 12.00
Jan 24 EDC Polling Day 7 200.00 200.00
Jan 28 Frieda Scott grant 8 3,500.00 3,500.00
Jan 28 Parish Council 9 18.00 18.00
Jan 29 Lunch Club 10 105.00 105.00
Jan 30 Craft group 11 12.00 12.00
Feb 06 Craft group 12 12.00 12.00
Feb 10 Long Marton Church 13 20.00 18.00 2.00
Feb 11 Coffe morning 14 111.71 111.71
Feb 13 Book Sales 15 9.00 9.00
Feb 13 Craft group 16 12.00 12.00
Feb 18 Nikki dance 17 6.00 6.00
Feb 21 Winter Warmer Bar Sales 18 182.50 182.50
Feb 21 Winter Warmer Raffle Sales 19 64.00 64.00
Feb 21 Winter Warmer Ticket Sales 20 323.57 323.57
Feb 27 Craft group 21 12.00 12.00
Mar 03 Cash to Bank 22 751.80
Feb 19 Bowling 23 72.00
History Group 12.00 84.00
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Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

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Feb 28 Lonsdale Net 24 250.00 250.00
Feb 28 M&G Charifund 25 1.40 1.40
Mar 04 Sale of produce 26 5.50 5.50
Mar 04 Lunch Club 27 86.00 86.00
Mar 05 Craft group 28 12.00 12.00
Mar 08 Nikki dance 29 6.00 6.00
Mar 12 Jacinta dance 30 36.00 36.00
Mar 10 Book Sales 31 5.00 5.00
Mar 12 Craft group 32 12.00 12.00
Mar 17 Parish Council 33 18.00 18.00
Mar 18 Lunch Club 34 84.00 84.00
Mar 26 Book Sales 35 1.00 1.00
May 05 EDC SmallBusinessGrantFund 36 10,000.00
May 05 E.On Solar 37 563.69 563.69
May 29 M&G Charifund 38 1.90 1.90
Jun 03 Yoga 39 120.00 120.00
Jul 29 CCC Community Fund 40 1,000.00 1,000.00
Aug 05 E.On Solar 41 597.74 597.74
Aug 26 From AP for paper towels 42 3.00 3.00
Aug 28 M&G Charifund 43 1.70 1.70
Aug 29 Coffe morning 44 85.80 85.80
Sep 14 Lonsdale Net 45 250.00 250.00
Sep 21 CWMET Grant 46 12,000.00 12,000.00
Sep 24 Cash from AP 47 200.00
Oct 26 From Mike for wine 48 139.50 139.50
Nov 04 Sale of books 49 0.50 0.50
Nov 16 Esme Egglestone Legacy 50 2,000.00 2,000.00
Nov 22 Nikki dance 51 12.00 12.00
Nov 23 Transfer from AP 52 380.15
Dec 10 EDC SmallBusinessGrantFund 53 1,334.00
Dec 15 M&G Charifund Dividend 54 1.70 1.70
Dec 17 Transfer from AP 55 11.64
Totals 33,354.22 1,641.73 765.00 500.00 1,161.43 6.70 2,005.00 15.50 262.66 15,500.00 1,000.00 0.00 387.00 715.07
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Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

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PAYMENTS
BANK CASH
Admin/ Gable
Mainten Consum Equip- Grant Roof
ance/Bu Sundrie ables Insuran ment/ Spendin Grant Blding Lunch Events/
Date To Ref £ £ ilding s Electric Water /AGM ce Defib g Spending Fund Club Grants
Jan 06 Vicky floats 20.00
Jan 09 E.On estimated P1 378.29 378.29
Jan 15 Beacon Fire P2 90.00 90.00
Jan 16 LM School - Lunches P3 448.35 448.35
Jan 23 AP for Fridge/Freezer Thermom P4 9.00 9.00
Jan 24 Ruth clean P5 40.00 40.00
Feb 05 Window clean P6 16.00 16.00
Feb 05 E.On P7 209.51 209.51
Feb 09 Tweddell&Slater part fee P8 384.00 384.00
Feb 13 Ruth clean P9 40.00 40.00
Feb 23 Winter Warmer Geoff exp. P10 170.00 170.00
Feb 23 Winter Warmer Vicky exp. P11 26.13 26.13
Feb 23 Winter Warmer Sarah exp. P12 55.28 35.98 19.30
Feb 23 Winter Warmer Nicola exp. P13 15.00 15.00
Feb 29 Water Plus Surface Water P14 147.28 147.28
Feb 29 Winter Warmer Herald advert P15 12.00 12.00
Mar 03 Cash to Bank P16 751.80
Feb 23 Jurek electrical parts P17 18.24 18.24
Feb 23 Winter Warmer Kenton pies P18 100.00 100.00
Mar 04 E.On P19 153.36 153.36
Mar 04 AP for Printer Cartridge P20 27.15 27.15
Mar 04 AP for Print AGM Accounts P21 20.72 20.72
Mar 10 Jurek electrical parts P22 8.30 8.30
Mar 12 Jurek electrical parts P23 52.06 52.06
Mar 16 Norris&Fisher Insurance P24 651.77 651.77
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Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

Mar 06 LM School - Lunches P25 173.85 173.85
Mar 26 Ruth clean P26 40.00 40.00
Mar 12 AP for Book storage boxes P27 90.00 90.00
Apr 06 E.On P28 339.85 339.85
Apr 20 Jurek electricalparts P29 13.80 13.80
May06 E.On P30 272.92 272.92
Jul 06 E.On P31 25.15 25.15
Jul 17 CWMET contribution P32 1,200.00 1,200.00
Aug05 E.On P33 33.88 33.88
Aug06 Beacon Fire P34 90.00 90.00
Aug26 LakeDistrictLimepartpayment P35 12,000.00 12,000.00
Aug31 Window clean P36 16.00 16.00
Sep02 AP for Thermometer P37 47.99
Sep08 Vickyfor sanitisers etc. P38 100.86
Sep14 E.On P39 39.78 39.78
Sep15 BeaconFire P40 144.00 144.00
Sep05 Vickyfor Dettol/Handgel P41 4.00
Sep25 Reimburse AP P42 200.00
Sep25 Jurek various expenses P43 157.40 148.50
Sep25 Littleclean forpre-open clean P44 150.00
Sep29 AP for stamps P45 7.80 7.80
Oct 06 Bank charge for card reader! P46 6.00 6.00
Oct 15 AP towardsprinter ink P47 24.00 24.00
Oct 27 Ruth clean P48 20.00 20.00
Oct 29 Window clean P49 16.00 16.00
Nov 04 E.On P50 25.00 25.00
Nov 04 LakeDistrictLimepartpayment P51 12,000.00 12,000.00
Nov 04 Parkin Bell for kitchen roof P52 6,463.22 6,463.22
Nov 09 Jurek for taps P53 29.99 29.99
Dec 01 Vickyadmin expenses P54 8.80 8.80
Dec 18 E.On P55 148.86 148.86
Dec 24 LakeDistrictLime fnalpayment P56 8,250.24 8,250.24
Dec 31 Beacon Fire Protection P57 28.80 28.80
Dec 31 Mike Craig P58 25.00 25.00

4 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

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Dec 31 Tweddell & Slater P59 96.00 96.00
Totals 44,294.97 1,838.46 649.39 25.00 1,626.60 147.28 94.47 651.77 297.28 33,930.24 6,463.22 0.00 622.20 342.43
Opening Balance 17,063.60 227.15
Less 2019 unpresented cheque -99.36
Receipts to date 33,354.22 1,641.73
Payments to date 44,294.97 1,838.46
Current Balance ok 6,023.49 30.42
Less 2020 unpresented cheque 96.00
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5 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

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Transfer
s/ Cash
Covid to Bank/ Sundri
Grant Skipton es Total
132.00
65.15
112.00
25.00
6.00
12.00
200.00
3,500.00
18.00
105.00
12.00
12.00
20.00
111.71
9.00
12.00
6.00
182.50
64.00
323.57
12.00
751.80 751.80
0.00
84.00
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6 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

----- Start of picture text -----
250.00
1.40
5.50
86.00
12.00
6.00
36.00
5.00
12.00
18.00
84.00
1.00
10,000.00 10,000.00
563.69
1.90
120.00
1,000.00
597.74
3.00
1.70
85.80
250.00
12,000.00
200.00 200.00
139.50
0.50
2,000.00
12.00
380.15 380.15
1,334.00 1,334.00
1.70
11.64 11.64
11,334.00 951.80 391.79 34,995.95
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7 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

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Transfer
s/Cash Donati
Covid to Bank/ ons /
Grant Skipton Floats Total
20.00 20.00
378.29
90.00
448.35
9.00
40.00
16.00
209.51
384.00
40.00
170.00
26.13
55.28
15.00
147.28
12.00
751.80 751.80
18.24
100.00
153.36
27.15
20.72
8.30
52.06
651.77
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8 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

173.85
40.00
90.00
339.85
13.80
272.92
25.15
1,200.00
33.88
90.00
12,000.00
16.00
47.99 47.99
100.86 100.86
39.78
144.00
4.00 4.00
200.00 200.00
8.90 157.40
150.00 150.00
7.80
6.00
24.00
20.00
16.00
25.00
12,000.00
6,463.22
29.99
8.80
148.86
8,250.24
28.80
25.00

9 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

----- Start of picture text -----
96.00
311.75 951.80 20.00 46,133.43
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10 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

GRANTS
**Requested ** Approved Received
4,944.00 2,500.00 2,500.00 CCF Ullswater Grass Roots Fund
2,000.00 2,000.00 CCF Holehird Trust
5,000.00 5,000.00 3,750.00 Eden CommunityFund
3,500.00 3,500.00 3,500.00 Frieda Scott
3,000.00 3,000.00 3,000.00 Hadfeld Trust
12,000.00 12,000.00 12,000.00 CWMET
**28,444.00 ** 28,000.00 26,750.00
33,354.24 Chris estimate
1,200.00 CWMET Tax
34,554.24 Total requirement
7,804.24 still to fnd
-1,250.00 to come from EDC on completion
6,554.24 LMVI contribution

11 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

LMVI contribution
3,045.27
2019 Events etc. and BuildingFund
372.64 2020 Events etc. and BuildingFund
3,136.33 Savings
6,554.24
34,995.95 34,995.95 0.00 0.00

12

07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

Winter Warmer
Receipts 715.07
Payments 342.43
372.64
Receipts
Payments
Receipts
Payments
372.64
Receipts
Payments
Building Fund
Receipts 0.00
Payments 0.00
0.00

13 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

Receipts Payments Receipts Payments

14 07/28/2021

Long Marton Village Institute Receipts and Payments Yr to 31 December 2020

----- Start of picture text -----
46,133.43 46,133.43 0.00
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15 07/28/2021

Long Marton Village Institute Long Marton Village Institute Long Marton Village Institute Long Marton Village Institute
SUMMARY OF INCOME AND EXPENDITURE 1January 2020 to 31 December 2020
Year's
INCOME £ 2019 EXPENDITURE £ 2019 Balance 2019
Ongoing Income: Essential Running Costs
Hall Hire 765.00 2,268.00 Maintenance 649.39 1,026.56
Mast Rent 500.00 Water 147.28 147.48
Dividends 6.70 8.30 Electricity 1,626.60 939.33
Donations 2,005.00 0.00 Admin/Consumables 94.47 229.76
Book Sales 15.50 63.47 Insurance 651.77 644.09
Solar Feed-In 1,161.43 1,548.35 Equipment/Defbrillator 297.28 283.51
Water(credit) 391.79 0.00 Sundries 25.00
Sub Total 4,845.42 3,888.12 Sub Total 3,491.79 3,270.73 1,353.63 617.39
Extra Activities Extra Activities
Cofee Mornings 262.66 776.44
Lunch Club 387.00 1,461.00 Lunches from School 622.20 755.20 -235.20
Events 715.07 3,296.72 Event expenses 342.43 774.85 372.64
BuildingFund 0.00 523.40 BuildingRepairs 0.00 0.00 0.00
Covid Grant 11,334.00 0.00 Covid Grant spent 311.75 11,022.25
Grants(Restricted Funds) Grant Spending
Gable End 15,500.00 11,250.00 Gable End 33,930.24 0.00 -18,430.24
Roof 1,000.00 0.00 Roof 6,463.22 0.00 -5,463.22
Sub Total 29,198.73 11,773.40 Sub Total 41,669.84 0.00 -12,471.11
TOTAL 34,044.15 21,195.68 TOTAL 45,161.63 4,800.78 -11,117.48 16,394.90
Transfers(Cash/Skipton) 951.80 Transfers(Cash/Skipton) 951.80 0.00 0.00
34,995.95 21,195.68 46,113.43 4,800.78
Barclays OpeningBalance b/f 17,063.60 Barclays Current Balance 6,023.49
Cash OpeningBalance b/f 227.15 Cash Current Balance 30.42
Less 2019 Unpresented Cheque -99.36 Floats 20.00
52,187.34 21,195.68 52,187.34 4,800.78
Skipton Building Society Clubs & Charities a/c Barclays General Gable Roof Total
OpeningBalance 10,064.63 OpeningBalance 5,714.24 11,250.00 0.00 16,964.24 16,964.24
Transferred from Barclays Received 16,854.22 15,500.00 1,000.00 33,354.22
Gross Interest 28.89 Spent 3,901.51 33,930.24 6,463.22 44,294.97
Balance at 31 Dec. 2020 10,093.52 Current Balances 18,666.95 -7,180.24 -5,463.22 6,023.49 6,023.49

Long Marton Village Institute SUMMARY OF INCOME AND EXPENDITURE 1 January to 31 December 2020 NOTES

Note 1

General/Running Costs

The regular income of £4,453.63 , including the solar feed-in, has covered the general running costs of £2,817.40, leaving a surplus of £1,636.23.

For a breakdown of Hall Hire , see Note 6.

The Dividends are from a small investment with M&G Charifund, see Note 7.

The Building Fund , see Note 2.

There has been a refund from the water company totalling £391.79, the water payment was £147.28, actual refund

is £244.51

Long Marton Village Institute SUMMARY OF INCOME AND EXPENDITURE 1 January to 31 December 2020 NOTES

Note 2

Building Work Phase 2

2020

To Repair/replace all damaged sections of stone detailing on the gable end Make structural improvements to the former window opening Repoint the whole gable end.

See over for Grants Summary.

GRANTS SUMMARY as at 31 December 2020 - Restricted Funds

Requested Approved Received 4,944.00 2,500.00 2,500.00 CCF Ullswater Grass Roots Fund 2,000.00 2,000.00 CCF Holehird Trust 5,000.00 5,000.00 3,750.00 Eden Community Fund 3,500.00 3,500.00 3,500.00 Frieda Scott 3,000.00 3,000.00 3,000.00 Hadfield Trust 12,000.00 12,000.00 12,000.00 CWMET 28,444.00 28,000.00 26,750.00 33,354.24 Chris Estimate 1,200.00 CWMET tax to pay 34,554.24 Total Requirement 7,804.24 still to find -1,250.00 to come from EDC on completion 6,554.24 LMVI Contribution

LMVI contribution = 3,045.27 2019 Events etc. and Building Fund 372.64 2020 Events etc. and Building Fund 3,136.33 Savings 6,554.24

Gable End

RECEIPTS

£

CCF Ullswater Grass Roots Fund 2,500.00 CCF Holehird Trust 2,000.00 Eden Community Fund 3,750.00 Frieda Scott 3,500.00 Hadfield Trust 3,000.00 CWMET 12,000.00

PAYMENTS

Feb 09 Tweddell & Slater Jul 17 CWMET Contribution Aug 26 Lake District Lime part Nov 04 Lake District Lime part 24-Dec Lake District Lime final payment

31-Dec Tweddell & Slater

TOTALS 26,750.00

BALANCE IN FUND -7,180.24 2019 Events&Building Fund 3,045.27 2020 Events&Building Fund 233.14

-3,901.83

£

384.00

1,200.00

12,000.00

12,000.00 8,250.24

96.00

33,930.24

Long Marton Village Institute SUMMARY OF INCOME AND EXPENDITURE 1 January to 31 December 2020 NOTES

Note 3

Events

Winter Warmer
Receipts
Payments
Sale of wine
Sale of produce
Total
Curry Night
Receipts
Payments
Vintage Teas
Receipts
Payments
Building Fund
570.07
Receipts
342.43
Payments
227.64
139.50
5.50
145.00
Spooktacular
Receipts
Payments
Christmas Market
Receipts
Payments

Quiz

Receipts Payments

TOTAL raised in 2020 from events and donations to Building Fund

£

372.64

Long Marton Village Institute SUMMARY OF INCOME AND EXPENDITURE 1 January to 31 December 2020 NOTES

Note 4
Totals- Unrestricted Funds
Total Income for the year, excluding the restricted grants, was
Total Expenditure for the year was
This gives a Surplus of
Of this, transferred to the Skipton savings account
Leaving a surplus of income over expenditure of
Add the Opening Balance of
Leaving a Closing Balance of Unrestricted Funds of
£18,495.95
£5,739.97
£12,755.98
£951.80
£11,804.18
£5,668.18
£17,472.36

Long Marton Village Institute SUMMARY OF INCOME AND EXPENDITURE 1 January to 31 December 2020 NOTES

Note 5

Transfers

Institute funds are held in

Cash Barclays Bank Skipton Building Society

Long Marton Village Institute SUMMARY OF USAGE 2020 NOTES

Note 6

Hall Hire
Community activities
Bowling
Lunch Club
Cofee Mornings
Local History Group
Fund raiser events
Church meetings/events
Yoga
Crafts
Private use
Dance practice
Children's parties
Family/Charity parties
Cycling event
Funeral tea
Other
"Ofcial" use
Institute meetings
Parish Council meetings
Public consultations
Polling Station
Commercial use
Business Outreach
Training days
2019
24
17
10
7
5
2
37
25
5
5
4
1
1
2
6?
5
1
3
2
2
158
2020
12
4
2
1This is a comparison t
1has afected the use
1
42
7
4
1
2
1
78

to show how coronavirus of the hall in 2020

Long Marton Village Institute SUMMARY OF INCOME AND EXPENDITURE 1 January to 31 December 2020 NOTES

Note 7

Dividends

M & G INVESTMENTS - CHARIFUND

Date Units Held Unit Price (p) Value £ Income £ Yield %
2020
Jan 01 10 166.07
Feb 28 1.4 0.843018
Mar 31 10 1195.47 119.55
May 31 1.9 1.589293
Jun 30 10 1279.89 127.99
Aug 31 1.7 1.328229
Sep 30 10 1203.73 120.37
Dec 15 1.7 1.412312
Dec 31 10
Total Income 2020 6.70
Total Yield 2020 5.17

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