CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 1st January 2023 Period start date To 318t December 2023 Period end date Charlty name: Abbey Hall Charity Charlty registration number:262920 Objectives and Activities SORP reference Para 1.17 Summary of the purposes of the charity as set out in its governing document 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 artd training and other forms of recreation and leisure-time occupation. Summary of the main activities in relation to those purposes for the public benefil, in particular, the aclivities, projecls or servI￿S identified in the accounts. Para 1.17 and 1.19 The Abbey Hall Charit¢s main purpose is primarily to provide a venue for church related activities and for letting to community organisations. This space is made avoilable to all community groups and has over a number of year5 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 attount 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 by ¢ommunity 8roups include health- related activities, sport. dance, education and training. The House of Prayer 8apti5t Church make use of the building on Sunday for their services. St Andrew'5 Church related activities include the parent and toddler group Noah's Ark which although is a church run attivity reaches out with support into the community. There is a Brownies/Guide Group as well as all of the regular church Eroups who meet in the hall. 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 bv the Charity Commission. There is an identifiable public benefit to the operation of the hall as a charity as required in Public Benefit Principle l. The benefit is the use of the hall by community 8roups at an affordable cost. Statèment confirming whether the trustees have had regard to the guidance Issued by the Charity Commission on public benefit Para 1.18 Additional information {optional) You ma choose lo include further stalements where relevant about= SORP refewce The Charity does not make grants of any kind Para 1.3 Policy on granl making The charity does not hold any financial reserves other than those used in the mair)tenance of the hall. Para 1.36 Policy on social investment including program relaled investment Volunteers marbage the hall on a day to day basis. Para 1.38 Contribution made by volunteers The Trustees are all volunteers Other Achievements and Performance SORP ref8r8nce We continue with our programme of refurbishment and upgrade of the premises. The boiler has been replaced with a modern more fuel-efficient boiler. Summary of the main achievements of the charity, identifying the difference the charity s work has made to the circumstan￿5 of its beneficiaries and any wider benefits to society as a whole. Para 1.20 We continue to have a high number of community groups LJ5e 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 Soclety Lighthouse Club Zumba DancelKeep Fit New Plymouth Forum Mad about Swing PGSTheatre Group Noah's Ark Parent and Toddler Group Law Society Dance Classes In Stitches Tai Chi Addltional Informatlon (optional) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Perfomance of fundraising activities against objectives set Para 1.41 Investment performan against objectives Para 1.41 Other Financial Review Review of the Gharity's financial position at the end of the period Para 1.21 Despite many set back5 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 now in place which will bring further financial certainty. There are currently no reserves. statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reserves Para 1.22 Para 1.22 Para 1.22 The trustees wish to see the charity back on its feet fully and able to self-fund its activities. They will then consider a reserves policy. Details of fund materially in deficit Explanation of any uncertainties about th8 charity conlinuing as a going concern Para 1.24 Para 1.23 Additional information (optional) You ma choose to include further statements where relevant about.. The only source of funding for the charlty 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 organisation5. The charity's principal sources of funds (including any fundraising) Para 1.47 Inveslment policy and objectives including any social investment policy adopted Para 1.46 None identified al present A description of Ihe prinGipal risks faGing the charity Para 1.48 Other Structure. Governance and Management Description of charity's trusts.. Type of governing document Para 1.25 Governing Document How is the ¢harity constituted? Para 1.25 Trustee selection m8thods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint on8 or more trustees Para 1.25 New Trustees are appointed by the existing Trustees when required within the Ilmitations set out in the Governing document. Ex-officio Trustees a￿ appointed by the Diocese as a result of their appointment to their substantive role with St Andrew's Minster Church. Addltional information (optional) You ma choose to include further slatem&nts where relevant about.. All Trustee5 will have completed the required Diocesan Safeguarding training along with any other relevant training agreed by the Trustees. Policies and procedures adopted for the induction and training of trustees Para 1.51 nla The charity's organisational structure and any wider network with which the charity works Para 1.51 nla R8lationship with any related parties Para 1.51 Other Reference and Administratlve details Chari nam& other name the chari uses Re istered charit number Charity's principal address Abbe Hall Chari 262920 Catherine Street Plymouth PL12DA Names of the charlty trustees who manage the charity Datès act•d If nol for whole èar Trustee name Office Ilf any) Name of p•rson lor body) ontitlod toa olnt trustee Ifan Mac Forsyth Malcolm Prideaux Joe Dent DI0￿Se of Exeter Rita Whyte Janet Greaves- Stocker Church Warden Diocese of Exe18r Peter Hodgkinson Church Warden 01.05.2023 Diocese of Exeter 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Director name ortwasa roved Name of trustees holding title to property belonging lo the charity Trustee name Dates act•d If not for whole èar 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 cuslody and segregation of such assets from the charity's own assets Additional Informatlon (optional) Names and addresses of advisers {Optlonal Information) Type of Name Address advlsèr Name of chief executivo or names of senlor staff mombers (Optional infomiation) Exemptions from disclosure Reason for non4isclosure of ke ersonnel details Other o tional information Declarations Tho trustees declare that thoy have approved the trustees, report above. Signed on behalf of the charity's trustses Signature{s) Full name(s) Position (og Secretary, Chair, etc) cxkiL Date ||Abbey Hall Charity
|Abbey Hall Charity
|Abbey Hall Charity
|**262926**|**CC16a**| |---|---|---|---|---|---| ||**For the period**
**from**|Period start date
01.01.2023|**To**|Period end date
31.12.2023|| ||||||| |**Section A Receipts and payments**|||||| |**A1 Receipts**
Rent and other hire charges
**13,432**
Restaurant rent
**16,800**
Hire of hall
**14,914**
Donations
**30,660**
Rebates
**6,226**
**82,032**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 82,032**
**A3 Payments**
Utilities
**15,235**
Insurance
**8,833**
Maintenance
**17,970**
PPL/PRS Licence
**889**
Miscellaneous
**3,093**
Lease costs
**1,753**
Caretaker's services
**5,591**
Refurbishment
**5,765**
**_Sub total_ 59,130**
**_Sub total_**
**_Total payments_ 59,130**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**1,175**
**_Cash funds this year end_ 24,077**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**||**to the nearest £**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**13,432**
**16,800**
**14,914**
**30,660**
**6,226**
**82,032**
**-**
**-**
**-**
**82,032**
**15,235**
**8,833**
**17,970**
**889**
**3,093**
**1,753**
**5,591**
**5,765**
**59,130**
**59,130**
**1,175**
**24,077**|**Last year**
**to the nearest £**| |||||**13,432**|**10,000**| |||||**16,800**|**16,688**| |||||**14,914**|**18,048**| |||||**30,660**|| |||||**6,226**|| ||||||| ||||||| ||||||| |||||**82,032**|**44,735**| ||||||| ||||**-**
**-**
**-**|**-**|| |||||**-**|**-**| |||||**-**|**-**| ||||||| ||||**-**|**82,032**|**44,735**| ||||||| |||||**15,235**|**13,247**| |||||**8,833**|**6,896**| |||||**17,970**|**10,009**| |||||**889**|**1,361**| |||||**3,093**|**555**| |||||**1,753**|**5,624**| |||||**5,591**|**6,373**| |||||**5,765**|**9,416**| ||||||| |||||**59,130**|**53,481**| ||||||| ||||||| ||||||| ||||||**-**| ||||||| |||||**59,130**|**53,481**| ||||||| ||||||| ||||||**-**| |||||**1,175**|**9,921**| |||||**24,077**|**1,175**| |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
**Details**
**Details**
**Details**
**Details**
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
Agreement Error
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| ||||| ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name **members of** The Abbey Hall Chraity **On accounts for the year** 31[st] December 2023 **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 **31/12/2023** . - **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 examiner's statement** I have completed my examination. I confirm that no material matters have 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:** 02/05/2024 **Signed: Name:** Matthew Fulton **Relevant professional** AAT / Part CIPFA **qualification(s) or body (if any): Address:** 282 Westfield, Plymouth, PL7 2ER **October 2018** 1 **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** . **October 2018** 2 **IER**