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2024-03-31-accounts

Charity registration number: 267874

Yatton Village Hall

Annual Report and Financial Statements for the Year Ended 31 March 2024

Melrose (UK) Ltd 8 St Mary Street Thornbury BS35 2AB

Yatton Village Hall

Contents

Reference and Administrative Details ________ 1 Trustees' Report _________ 2 to 6 Independent examiner's report _________ 7 Statement of financial activities ________ 8 Balance Sheet ___________ 9 Notes to the financial statements _______ 10 to 12 The following page does not form part of the statutory financial statements: Statement of financial activities per fund ___________ 13

Yatton Village Hall Reference and Administrative Details

Charity name Yatton Village Hall Charity registration number 267874 Principal office Yatton Village Hall The Causeway Yatton North Somerset BS49 4HL Registered office Yatton Village Hall The Causeway Yatton North Somerset BS49 4HL Trustees Mrs Margaret Edwards, Chairman Mr Mark Britten Mrs Wendy Griggs Mrs Juley Howard Mr Jonathan Kelly Mrs Sandra Moloney, Secretary Mr David Stephens Mrs Gill Taylor Treasurer Mr Tom Bateman Accountant Melrose (UK) Ltd 8 St Mary Street Thornbury BS35 2AB

Page 1

Yatton Village Hall Trustees' Report

YATTON VILLAGE HALL MANAGEMENT COMMITTEE

TRUSTEES’ ANNUAL REPORT 2023-2024

Registered Charity No. 267874

1 Reference and administrative details

Charity Registration No: 267874

Charity Address: The Causeway, Yatton, North Somerset BS49

4HL Tel: 01934 832109 Email: admin@yattonvillagehall.co.uk

Web:www.yattonvillagehall.uk

Charity Trustees:

Mr Tom Bateman (Village Representative and Treasurer) Mr Mark Britten (Bridge Club)

Mrs Margaret Edwards (Chairman and Village Representative) Cllr Wendy Griggs (Village Representative) Ms Juley Howard (Village Market) Mr Jonathan Kelly (Yeo Valley Lions) Mrs Sandra Moloney (Secretary and Line Dancing) Mr David Stephens (Village Club) Mrs Gill Taylor (Village Club)

Structure, Governance, and Management

The Hall was built in 1913 as a church hall, its foundation stone laid in April of that year. Following the building of a Chapter House extension to the Parish Church, the Hall was purchased by Yatton Parish Council to serve as a village hall. The status of the Hall and the arrangements for its management were set out in a Trust Deed dated the 21st of June 1974. The Management Committee is not an incorporated body. The ownership of the Hall remains vested in the Hall Trustees with Yatton Parish Council as ‘Custodian Trustee’. The Parish Council has no role in the management of the Hall other than appointing a representative to serve on the Management Committee as a Trustee. The management of the Hall is defined in the Trust Deed as administration by Committee “who shall be the Charity Trustees within the meaning of section 46 of the Charities Act 1960”. The Committee to consist of :-

  1. A number of elected members calculated at a rate of one per thousand of the population in the area of benefit. To be elected at the Annual General Meeting.

  2. Eighteen representative members appointed by local organizations and groups. [ The majority of the original groups are no longer in existence. ]

  3. Provision for six co-opted members with the proviso that the number should always be less than those elected. Co-opted members to be appointed at a duly constituted meeting of the Committee.

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Yatton Village Hall

Trustees' Report

In more recent times the Management Committee has been made up of representatives of the organisations who are regular Hall users, elected members who fulfil the requirements of the Trust Deed, and a representative appointed by the Parish Council. New Trustees are recruited via the organisation concerned when a vacancy arises or by the Management Committee via local advertising and formal acceptance by that Committee following the nominee’s agreement to serve in accordance with the Trust Deed and Charity Law. All the efforts of the Trustees, staff and volunteers, are directed to extending and improving the facilities the Hall has to offer local organisations and their members, or indeed members of the community who wish to hire the premises for family anniversaries and other celebrations. In short, the sole aim of the Management Committee is to ensure that its activities, aims and objectives are directed at all times towards maintaining and increasing public benefit – its sole reason for its existence.

Financial Review

The overall financial situation shows an increase in balances compared to last year’s figures. The annual accounts for the year ending 31st March 2024 show total funds of £21,508. This is an increase of £2,026 compared to the previous year of £19,482. The total income generated from hiring charges, government grants and donations has increased from £33,324 in 2023 to £49,334 in 2024.

It is significant that, due to an increase in regular hirers and private hirers, the Hall has been able to turn around a deficit of £2,833 in 2023 into a surplus of £2,026 in 2024, bearing in mind that there has been an enormous increase in energy costs.

The Hall has benefitted from a grant received from Community Quartet of £2,000 to update the areas of the building that required upgrading to LED lighting. In addition, Yatton Parish Council gave the Hall a grant of £1,200 to provide ten small tables for use in the Jack Crease Room. Yeo Valley Lions made a donation of £1,575 towards the decoration and improvements of the Jack Crease Room.

The Committee is very appreciative and would like to thank the Hall Administrator for his willingness to accommodate the requests of hirers and maintenance visitors outside of regular office hours. It is through his endeavours that the income from hiring has increased over the past financial year.

The Committee is very grateful for the on-going support of regular hirers, local groups and businesses.

The Management Committee endeavours to:

Reserves policy

The Hall Management Committee’s financial reserves, acquired at the time of the ‘split’ between Village Hall and Social Club in 1996/7, upon advice from the Charity commission, have been largely expended on a programme of essential renovations and improvements between 2002 – 2007 at a cost over £30,000, in order to keep the Hall

premises, now over one hundred years old, legal, safe, and insured. It is the policy of the Management Committee to increase its reserves. This will be achieved through increasing revenue by the reasonable and periodic enhancement of hire charges and increased lettings, at the same time constraining expenditure in order that a sum approaching £7,000 – £8,000 might be secured as a basis to fund a reasonable maintenance programme commensurate with the age and condition of the building. This policy will normally be reviewed biennially by the Management Committee but at other

Page 3

Yatton Village Hall

Trustees' Report

times should circumstances dictate. The income of the Committee derives solely from the hire of the Hall premises and from most welcome occasional grant aid and generous donations.

The Committee’s professional advisers are:

Bankers : Lloyds TSB, 16 The Triangle, Clevedon, BS21 6NG

Independent Examiner : Melrose (UK) Ltd, 8 St Mary Street, Thornbury, BS35 2AB

Insurers : Ansvar Insurance Company Limited, Ansvar House, St Leonard’s Road, Eastbourne, East Sussex BS21 3UR via brokers Norris and Fisher Ltd, 59 Abbey Enterprise Centre, Premier Way, Romsey, Hampshire SO51 9DF

Objectives and Activities

The Trust Deed states the primary objective: ‘the Trust Property shall be held upon trust for the purposes of a village hall for the use of the inhabitants of the civil Parish of Yatton in the County of Avon without distinction of political, religious or other opinions including use for meetings, lectures and classes and for other forms of recreation and leisure time occupation, with the object of improving the conditions of life for the said inhabitants.’ The Hall is available for use seven days a week. The nature of activities undertaken has changed over the years. The following groups now use the Hall on a regular basis:-

Age UK (Tai Chi) Age UK (SSSS – Stay Strong Stay Steady) Art Groups Badminton Groups (several) Bridge Club Dance Fit Feel Good Pilates Karate Latin Dance Line Dancing Little Green Home Child Care Lucy Kehoe Keep Fit Monthly Village Market Moonson Yoga Phoenix Fencing RMC Football Skittle Teams (several) Tae Kwon Do Trees Yoga Yatton Horticultural Society Yeo Valley Lions

Yatton Village Social Club - A discrete organisation (Registered Friendly Society No. 28159R) that pays an Occupancy Charge as detailed in a Memorandum of Joint Understanding and Agreement (November 1996).

In addition, the Hall is hired for private parties, training events, charity events, meetings. North Somerset Council hire the Hall for use as a polling station.

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Yatton Village Hall

Trustees' Report

Achievements and Performance

The Hall continues to provide a venue for a wide range of groups and organisations serving all age groups in the community in a variety of ways. A glance at the weekly online schedule shows the range of activities taking place and a list of users can be seen above under item 4 Objectives and Activities.

The successful application for grants from Community Quartet for LED lighting and from Yatton Parish Council for tables and the donation from Yeo Valley Lions for the improvement and decoration of the Jack Crease Room have considerably benefitted the Hall.

Our website, www.yattonvillagehall.uk , our online calendar and our corporate e-mail address, admin@yattonvillagehall.co.uk, continue to be great assets, bringing in new hirers and enabling quicker resolution of any queries. This makes administration of the Hall a much more streamlined operation giving a more business like appearance to the organization.

The Future

The Committee is currently exploring the feasibility of having solar energy panels installed on the roof of the building. With the help of Mr Steve Egginton, our neighbour and supporter, discussions and assessment have taken place with Low Carbon Gordano, a local renewal energy organization.

With the on-going housing developments in the village over the coming years, it is hoped that the Village Hall will be able to meet the requirements of our expanding local community.

The Trustees offer their sincere thanks to everyone who has helped in any way over the past year to enable the Management Committee to continue to offer to the local community the facilities now and in the foreseeable future.

Special thanks go to the Treasurer, the Secretary and the Hall Administrator Mr Maurice Moloney.

The members of the Management Committee are put forward by the regular hirers of the building and form the Trust with an appointee from the Parish Council and members who volunteer as village trustees. A significant issue for the future management of the Hall is that in recent years it has become increasingly difficult to find volunteers who are willing to undertake such work.

Approved by the Trustees and signed on their behalf by:

.........................................

Mrs Margaret Edwards Trustee 17 October 2024 Date: ................................

Page 5

Independent Examiner's Report to the Trustees of

Yatton Village Hall

I report on the accounts of the Trust for the year ended 31 March 2024, which are set out on pages 8 to 12.

Respective responsibilities of trustees and examiner

The trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiner's report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

have not been met; or

......................................... Melrose (UK) Ltd 17 October 2024 Date:................................

Melrose (UK) Ltd 8 St Mary Street Thornbury BS35 2AB

Page 6

4

Yatton Village Hall

Statement of Financial Activities for the Year Ended 31 March 2024

Note
Incoming resources
Incoming resources from generated funds
Voluntary income
2
Total incoming resources
Resources expended
Costs of generating funds
Costs of generating voluntary income
4
Total resources expended
Net movements in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Unrestricted
Funds

£
49,334
Total Funds
2024
Total Funds
2023
£
£
49,334
33,324
49,334 49,334
33,324
47,308 47,308
36,157
47,308 47,308
36,157
2,026
19,482
2,026
(2,833)
19,482
22,315
21,508 21,508
19,482

The notes on pages 10 to 12 form an integral part of these financial statements.

Page 7

Yatton Village Hall

Balance Sheet as at 31 March 2024

Note
Current assets
Debtors
Cash at bank and in hand
Creditors: Amounts falling
due within one year
7
Net current assets
Net assets
The funds of the charity:
Unrestricted funds
Unrestricted income funds
Total charity funds
2024
£
£
3,548
19,259
22,807
(1,299)
21,508
21,508
21,508
21,508
2023
£
£
1,004
19,934
20,938
(1,456)
19,482
19,482
19,482
19,482

The financial statements have been prepared in accordance with the Financial Reporting Standard for Smaller Entities (effective January 2015).

Approved by the Board on ............... and signed on its behalf by: 17/10/24

.........................................

Mrs Margaret Edwards Trustee

The notes on pages 10 to 12 form an integral part of these financial statements.

Page 8

Notes to the Financial Statements for the Year Ended 31 March 2024

Yatton Village Hall

1 Accounting policies

Basis of preparation

The financial statements have been prepared under the historical cost convention and in accordance with the Statement of Recommended Practice 'Accounting and Reporting by Charities (SORP 2005)', issued in March 2005, the Financial Reporting Standard for Smaller Entities (effective January 2015) and the Charities Act 2011.

Fund accounting policy

Unrestricted income funds are general funds that are available for use at the trustees' discretion in furtherance of the objectives of the charity.

Further details of each fund are disclosed in note 9.

Incoming resources

Grants that provide core funding or are of a general nature are recognised where there is entitlement, certainty of receipt and the amount can be measured with sufficient reliability.

Resources expended

Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to the expenditure. All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category.

Costs of generating funds are the costs associated with attracting voluntary income.

2 Voluntary income

Donations and legacies
Grants and Donations
Social lotteries
Rental income
Fundraising
Interest on cash deposits
Unrestricted
Funds
£
2,000
80
45,579
1,575
100
49,334
Total
Funds
2024
£
2,000
80
45,579
1,575
100
49,334
Total
Funds
2023
£
4,484
120
28,702
-
18
33,324

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Yatton Village Hall

Notes to the Financial Statements for the Year Ended 31 March 2024

. ....... continued

3 Grants receivable

Unrestricted Total Funds Total Funds
Funds 2024 2023
£ £ £
Grants and Donations 2,000 2,000 4,484

4 Total resources expended

Direct costs
Establishment costs
Repairs and maintenance
Office expenses
Legal and professional costs
and
legacies
£
25,877
3,539
17,124
768
47,308
Donations
£
25,877
3,539
17,124
768
Total
47,308

5 Trustees' remuneration and expenses

No trustees received any remuneration during the year.

6 Debtors

2024
2023
£
£
Trade debtors 509
1,004
Accrued income 3,039
3,548
1,004
7 Creditors: amounts falling due within one year
2024
2023
£
£
Due within one year
Trade creditors -
1,456
Accruals and deferred income 1,299
1,299
1,456

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Yatton Village Hall

Notes to the Financial Statements for the Year Ended 31 March 2024

. ....... continued

8 Related parties

Controlling entity

The charity is controlled by the trustees.

9 Analysis of funds

General Funds
Unrestricted income fund
At 1 April
2023
£
19,482
Incoming
resources
£

49,334
Resources
expended
£

47,308
At 31
March 2024
£
21,508

10 Net assets by fund

Current assets
Creditors: Amounts falling due within one year
Net assets
Unrestricted
Funds
£
22,807
(1,299)
21,508
Total Funds
2024
£
22,807
(1,299)
21,508
Total Funds
2023
£
20,938
(1,456)
19,482

Page 12

Yatton Village Hall

Statement of financial activities by fund Year Ended 31 March 2024

Incoming resources
Incoming resources from generated funds
Voluntary income
Total incoming resources
Resources expended
Costs of generating funds
Costs of generating voluntary income
Total resources expended
Net movements in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Unrestricted
income fund
2024
£
49,334
49,334
47,308
47,308
2,026
19,482
21,508
Unrestricted
income fund
2023
£
33,324
33,324
36,157
36,157
(2,833)
22,315
19,482

This page does not form part of the statutory financial statements.

Page 12