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2023-09-30-accounts

WISBOROUGH GREEN VILLAGE HALL TRUST

Report of the Managing Trustees Financial Year 2022/2023

The report of the Trustees covers three main areas of activity :

  1. Hall Lettings and operations

  2. Stewardship of the Trust

  3. The Old Workhouse

  4. Hall Lettings and operations

The year has been a mix of consolidation and some progress with a number of new well-being activities now taking place regularly at the Hall plus many of our established regular users.

It is also pleasing to note an increase in the number of catered events for family celebrations.

Lettings Income was £10,393 an increase of 21% over the previous year but still short of the £14,847 in the last full year prior to the start of the pandemic.

With careful management operating expenses were held at £8,352 compared with £9,282. This was mainly due to reduced cost of insurance and warmer weather helping with energy costs.

As required, the Hall Accounts have been independently examined and signed off by the Examiner, the Treasurer and a Trustee. A copy of the Hall Accounts, the Independent Examiner’s Report and this Report - can be obtained via the Charity Commission website (www.gov.uk/government/organisations/charity commission) once these have been approved.

On the non-operating side, the Monthly draw club continues to add to Hall funds, making a net contribution of around £1,411 after expenses.

Some small donations totalling £312.88 have been received plus a welcome and long overdue increase in interest on our deposit account providing £381.96

With the modernisation works completed and signed off, the final payment £10,386.88 was made to Valley Builders, being the retention held against any snagging and other defects together with the final payment to Philips Chartered Surveyors for their management of the project.

  1. Stewardship of the Trust

There has been no change to the membership of Trustees.

It was with great sadness that we learned of the untimely death of Michael Senior who joined the Hall Committee just over a year ago during which time he brought great energy and enthusiasm to the work of the Committee. He will be greatly missed.

The Committee is still seeking additional volunteers to bring the Committee back to an optimal number.

3. The Old Workhouse

During the year, a number of matters arose regarding the Old Workhouse. A Rent Review was due to take place for the next renewal term starting in August 2023. However, before that could take place we were notified of a change in personal circumstances by the tenants that would require a change to the tenancy agreement.

The Trustees engaged Henry Adams Lettings to assist with the changes to the tenancy.

Registered Charity No. 276065

WISBOROUGH GREEN VILLAGE HALL TRUST

An updated EPC has been completed. Much time has been spent on evaluating the recommendations as to both practicality and cost. Generally the EPC recommendations were either impractical or too expensive. The Trustees have therefore registered a High Cost Exemption as required by regulation. However, new electric heaters have recently been installed which will provide much improved energy efficiency.

In November 2023, some damp issues were reported by the tenants. Two areas were affected. A blocked and damaged gutter high up on the north face of the building was causing damp in the wall below. A smaller damp patch was found on the south side adjacent to the lounge window due to a gap between the window frame and brickwork and some poor pointing. These issues have now been remedied by a local builder.

Having tackled the EPC and relevant Exemption and the damp issues, the Trustees remain in discussion with Henry Adams Lettings regarding the necessary changes to the tenancy agreement Income from the Old Workhouse was £18,300 of which £7,686 was paid in rent to the Trust’s landlord, the Parish Council. General maintenance costs for the year were £1,211 (this figure does not include cost of remedying the damp issues nor the new electric heaters which both fall outside the financial year being reported here).

Conclusion

We are delighted that the new facilities are encouraging new and different activities to take place at the Hall and that more of the local community have been able to enjoy these.

Trustees of Wisborough Green Village Hall

31[st] December 2023

Registered Charity No. 276065

Wisborough Green Village Hall Wisborough Green Village Hall Wisborough Green Village Hall 276065
Receipts andpayments accounts
For the period
from
1st October 2022 To 30th Sept 2023

CC16a

Section A Receipts and payments

A1 Receipts A1 Receipts Unrestricted
funds
to the nearest £
10,393
-
-
200
-
2,736
382
313
18,300
-
-
32,324
-
-
32,324
A2,155
3,416
1,893
E368
426
-
94
p-
-
D1,325
7,686
1,212
12,245
-
30,820
-
-
30,820
1,504
-
62,974
64,478
Restricted
funds
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
~~-~~
-
-
-
-
-
-
-
-
Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
~~-~~
-
-
-
-
-
-
-
-
Total funds
to the nearest £
10,393
-
-
200
-
2,736
382
313
18,300
-
-
32,324
Total funds
to the nearest £
10,393
-
-
200
-
2,736
382
313
18,300
-
-
32,324
Last year
to the nearest £
LETTlNGS 10,393 8,581
REFUNDABLE - -
LETTING DEPOSITS - REFUNDABLE - -
LICENCE FEES\NOISE MGT 200 100
INSURANCE RECEIPTS - -
MONTHLY DRAW CLUB 2,736 2,876
INTEREST & CLAIM REFUND 382 33
DONATIONS,GIFTS & BEQUESTS 313 722
OLD WORKHOUSE RENT 18,300 18,300
GRANTS etc - 27,232
DEPOSIT INTEREST ADJ - -
Sub total(Gross income for AR) 32,324 57,844
A2 Asset and investment sales,
(see table).
-
- -
~~Sub total~~ - - -
Total receipts
A3 Payments
57,844
PREMISES MAINTENANCE,INCL. C A2,155 1,548
UTILITIES - Electricity,Oil,Water 3,416 4,159
INSURANCE & CDC RATES 1,893 2,410
PREMISES & ENTERTAINMENT LIC E368 332
ADVERTISING/DUES & SUBS 426 440
GIFTS,DONATIONS & AGM - 190
EQUIPMENT PURCHASES 94 93
SUNDRIESincl. Postage,office supplies, p- 111
PREMISES IMPROVEMENTS - 4,191
MONTHLY DRAW CLUB PRIZE FUN D1,325 1,420
PARISH COUNCIL RENT 7,686 7,686
OLD WORKHOUSE EXPS 1,212 1,025
MODERNISATION PROJECT 12,245 259,236
GRANT FUNDED PROJECTS & MISC - 27,232
Sub total 30,820 310,073
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
310,073
1,504 - - 1,504 - 252,229
- - - - -
62,974 - - 62,974 315,203
64,478 - - 64,478 62,974

Page 4

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B3 Investment assets
B1 Cash funds
B5 Liabilities
Bank Deposit
WG Monthly Draw Club Account
Current Account
Petty Cash
Details
Total cash funds
Details
Details
Details
NIL
Details
Building Project Gift Aid
Receivables less Payables &
~~Undeposited~~
(agree balances with receipts and payments
account(s))
Signature
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
61,860
317
-
1,664
-
228
-
379
-
30
-
64,478
-
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
Keith Carter
Christopher Edwards
Endowment
funds
to nearest £
-
-
-
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
Current value
(optional)
-
-
Current value
(optional)
-
-
-
When due
(optional)
Date of
approval
Keith Carter 05-Jan-24
Christopher Edwards 05-Jan-24

Page 5

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Wisborough Green Village Hall

On accounts for the year 30[th] September 2023 Charity no 276065 ended (if any)

Set out on pages

4 and 5

(remember to include the page numbers of additional sheets)

Respective responsibilities of trustees and examiner

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

It is my responsibility to:

Basis of independent examiner’s statement

My examination was carried out in accordance with 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 the 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 In connection with my examination, no matter has come to my attention examiner's statement (other than that disclosed below *)

  1. which gives me reasonable cause to believe that in, any material respect, the requirements:

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act

  4. have not been met; or

  5. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

  6. Please delete the words in the brackets if they do not apply.

Signed: Name: Stephen Carter Relevant professional Chartered Accountant qualification(s) or body (if any):

Date: 5 January 2024

March 2012

1

Address:

50 Carters Way

Wisborough Green

RH14 0BY

Section B Disclosure

Only complete if the examiner needs to highlight material problems.

Give here brief details of any items that the examiner wishes to disclose .

March 2012

2

March 2012