## **Trustees’ Annual Report for the period**
## **From 1[st] January 2022 Period start date To 31[st] December 2022 Period end date**
## **Charity name: Abbey Hall Charity**
## **Charity registration number:262920**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The furtherance of the religious and other
charitable work of the Anglican Church of
England in the city of Plymouth.
To provide a premises to be enjoyed as a place
of assembly in the City of Plymouth and the
neighbourhood that makes a substantial
contribution to the social, cultural and
economic life and well-being of the city.
The use of the premises will be without
distinction of political, religious or other
opinions.
The premises may be used for meetings,
lectures and classes and for the purpose of
physical exercise and training and other forms
of recreation and leisure-time occupation.|
|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|The Abbey Hall Charity’s main purpose is
primarily to provide a venue for church related
activities and for letting to community
organisations.
This space is made available to all community
groups and has over a number of years built up
a substantial number of organisations to which
the hall is let on a regular basis. The ability to
pay for each group is taken into account and
concessions are made to support organisations
that have little or no income. This contributes
towards Principle 2 of the public benefit
guidance, which states in Principle 2c that
people are not excluded from benefiting by
reason of poverty.
The types of activity carried out in the Abbey
Hall bycommunity groups include health-|
|||related activities, sport, dance, education and
training.
The House of Prayer Baptist Church make use
of the building on Sunday for their services.
St Andrew’s Church related activities include
the parent and toddler group Noah’s Ark which
although is a church run activity reaches out
with support into the community. There is a
Brownies/Guide Group as well as all of the
regular churchgroups who meet in the hall.|
|---|---|---|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees of the Abbey Hall have acted at all
times with regard to the principles of Public
Benefit as described in the guidance issued by
the Charity Commission. There is an
identifiable public benefit to the operation of
the hall as a charity as required in Public
Benefit Principle 1. The benefit is the use of the
hall by community groups at an affordable
cost.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|The Charity does not make grants of any kind|
|Policy on social investment
including program related
investment|Para 1.38|The charity does not hold any financial
reserves other than those used in the
maintenance of the hall.|
|Contribution made by
volunteers|Para 1.38|Volunteers manage the hall on a day to day
basis.
The Trustees are all volunteers|
|Other|||
## **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|We continue with our programme of
refurbishment and upgrade of the premises.
The boiler has been replaced with a modern
more fuel-efficient boiler.
We continue to have a high number of
community groups use the premises with an
additional group joining us on a weekly basis.
Guides and Brownies
House of Prayer Baptist Church
U3A Art Group
Macular Disease Society
Lighthouse Club
Zumba Dance/Keep Fit
New Plymouth Forum
Mad about Swing
PGS Theatre Group
Noah’s Ark Parent and Toddler Group
Law Society
Dance Classes
In Stitches
Tai Chi|
**Additional information (optional)** You may choose to include further statements where relevant about:
||||
|---|---|---|
|Achievements against
objectives set|Para 1.41||
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|Despite many set backs in recent years the
charity is now managing to operate within its
core income. Now that a portion of the
building has been let to a new business the
income has become more stable over the year
and continues to improve.
A long-term lease is planned which will bring
further financial certainty.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|There are currently no reserves.|
|Amount of reserves held|Para 1.22||
|Reasons for holding zero
reserves|Para 1.22|The trustees wish to see the charity back on its
feet fully following the pandemic and able to
self-fund its activities. They will then consider a
reserves policy.|
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
## **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|The only source of funding for the charity is its
income from the lease of the lower part of the
building to a business and from the hiring of
the hall by various community groups and
organisations.|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Governing Document|
|How is the charity
constituted?|Para 1.25||
|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|New Trustees are appointed by the existing
Trustees when required within the limitations
set out in the Governing document.
Ex-Officio Trustees are appointed by the
Diocese as a result of their appointment to
their substantive role with St Andrew’s Minster
Church.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|All Trustees will have completed the required
Diocesan Safeguarding training along with any
other relevant training agreed by the Trustees**.**|
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|n/a|
|Relationship with any
related parties|Para 1.51|n/a|
|Other|||
## **Reference and Administrative details**
|Charity name|Abbey Hall Charity|
|---|---|
|Other name the charity uses||
|Registered charity number|262920|
|Charity’s principal address|Catherine Street
Plymouth
PL1 2DA|
|||
## **Names of the charity trustees who manage the charity**
|1
2
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Mac Forsyth||||
||Malcolm Prideaux||||
||Joe Dent|||Diocese of Exeter|
||Rita Whyte|Church Warden||Diocese of Exeter|
||Janet Greaves-
Stocker||||
||Peter Hodgkinson|Church Warden|01.05.2023|Diocese of Exeter|
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## – Corporate trustees names of the directors at the date the report was approved
**Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets 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
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **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) Full name(s) Position (eg Secretary, Chair, etc) Date**
|Abbey|Hall Charity|||**262926**|||
|---|---|---|---|---|---|---|
||**Receipts andpayments accounts**|||||**CC16a**|
|**For**|**the period**
**from**|Period start date
01.01.2022|**To**|Period end date
31.12.2022|||
|**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 £**|
|---|---|---|---|---|---|---|---|---|---|
|Rent and other hire charges|**10,000**||||||**10,000**|||
|Restaurant rent|**16,688**||||||**16,688**|||
|Hire of hall|**18,048**||||||**18,048**|||
|||||||||||
|||||||||||
|||||||||||
|||||||||||
|||||||||||
|**_Sub total_**_(Gross income for_
_AR)_|**44,735**||||||**44,735**|||
|||||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||||
||**-**|||||||||
||**-**||||||||**-**|
|**_Sub total _**|**-**||||||||**-**|
|**_Total receipts_**
**A3 Payments**||||||||||
||||||||||**-**|
|||||||||||
|Utilities|**13,247**||||||||**-**|
|Insurance|**6,896**||||||||**-**|
|Maintenance|**10,009**||||||||**-**|
|PPL/PRS Licence|**1,361**||||||||**-**|
|Miscellaneous|**555**||||||||**-**|
|Lease costs|**5,624**||||||||**-**|
|Caretaker's services|**6,373**||||||||**-**|
|Refurbishment|**9,416**||||||||**-**|
||||||||||**-**|
|**_Sub total_ **|**53,481**||||||||**-**|
|||||||||||
|**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_**||||||||||
||||||||||**-**|
|||||||||||
||**1,175**||||||||**-**|
||||||||||**-**|
||**9,921**||||||||**-**|
||||||||||**-**|
CCXX R1 accounts (SS)
13/07/2023
1
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||||
|||||
CCXX R2 accounts (SS)
13/07/2023
2
**Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name **members of** Abbey Hall Charity **On accounts for the year** 31[st] December 2022 **Charity no** 262926 **ended (if any) Set out on pages** (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2022.
**Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention (other than that disclosed below *) 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.
* _Please delete the words in the brackets if they do not apply._
**Date:** 04/07/2023 **Signed: Name:** Matthew Fulton **Relevant professional** AAT – Part CIPFA **qualification(s) or body (if any): Address:** 31 Henry Avent Gardens Plymouth PL9 8GQ
1
**October 2018**
**IER**
**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** .
2
**October 2018**
**IER**