Trustees’ Annual Report for the period
From 1[st] April 2024 Period start date To 31[st] March 2025 Period end date Charity name: Dumbleton Village Hall
Charity registration number: 299528
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The Hall is to be held in trust for the benefit of the residents of Dumbleton for use for meetings, lectures and classes, recreation and leisure activities for the purpose of improving the condition of life for the said inhabitants. |
| 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 |
Hire of the hall is open to residents and non-residents with the former having preferential rates. Regular bookings currently include Table Tennis, Badminton, Book Club, WI, Pilates, Yoga, Indoor Bowls and Radio-Controlled society. The committee run monthly coffee mornings, regular wine bars, Christmas Tree light up with Food and free drinks and an annual big event such as a New Year's Dance – the most recent being an anniversary ball celebrating 125 years since the village hall was built. Events are also held in conjunction with other village organisations. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | It is confirmed that the trustee’s decision- making process has regard to the guidance issued by the Charities Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment
| Contribution made by volunteers |
Para 1.38 | Primary contribution by volunteers is time in running events and our regular community coffee mornings, although volunteers also personally contribute items like cake for the coffee mornings and raffle prizes on a voluntary basis. |
|---|---|---|
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 | The Trustees continued to meet the challenge of running and maintaining the Village Hall. The Christmas Tree light up event in December 2024 was run as a non-profit making event for the benefit of the local community. At this event 12 crates of food and gifts were collected for the Caring- Hands-In-The-Vale charity. The main annual fundraising event held in January was in celebration of the 125th anniversary of the Village Hall and was a great success. More than 80 guests from the local community attended, including many who had not been to a Village Hall event before. The event was the first opportunity to use the Hall’s new ticketing platform in partnership with Ticket Tailor and achieved its goal of reducing costs of event ticket management. The monthly Pop-Up Café is now part of the village calendar and is the Hall’s most regular source of self-generated revenue. This uses a considerable number of volunteers over and above the Trustees to ensure its success. The regular bookings by local clubs has continued to grow with additional clubs from around the local area being attracted to the great facilities the hall provides. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | The 5-year programme of improvement and maintenance objectives continued throughout the year with the installation of new windows and entrance doors in the Main Hall. The feedback has been excellent, and it is hoped that the energy costs will reduce. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | The 5-year plan included objectives of marketing the Hall for additional fund- raising activities to help fund the annual maintenance and programme of improvements. As a result, some new fundraising events such as Wedding Parties have proved very successful and have helped increase the reserves for future funding of improvements. |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | N/A |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Balance Sheet shows Total Assets of £46,048, up by £5,855 on previous year. This was due to increased fund generation from Pop-Up Cafes, one-off events and Hall bookings. As of 31 March 2024, the balance of the Hall’s bank accounts was £42,335. The Hall’s Gross income for the financial year was £45,262 which was made up of the following. Hall Hire - £11,896 Fund Raising events - £9,168 Monthly Pop-Up Café - £5,843 Grants for Window replacement - £17,509 Other (Donations & Bank interest) - £846 The Hall’s total outgoings were £39,408 which is broken down as follows. Annual Operating Costs - £11,944 Cost of Fundraising events - £5,800 Capital Expenditure (Hall maintenance & improvements) - £21,664 |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Specific reserves are held for large maintenance projects and improvement projects. |
| Amount of reserves held | Para 1.22 | £17,524 is held in reserves for emergency maintenance and re-siting of the village TelephoneBox. |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
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 general sources of funding are: •Hire of the venue to local clubs, classes, individuals, Wedding party hire •Fundraising events open to the public and local community such as monthly coffee mornings, Christmas tree light up, Annual Anniversary party •Donations from the public |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | Significant damage to the building, for example a fire, preventing its continued use Major repair/maintenance work to the building beyond the level of reserves held Increase of operating costs particularly around utility costs in the colder months. Loss of hire revenue to cover the annual operating costs Insufficient number of Trustees or volunteers preventing fundraising events from being held to cover operating costs Loss of all Executive officers at the same time Closure of the Hall for a significant period without the ability to generate revenue |
|---|---|---|
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document | Para 1.25 | Trust Deed |
| How is the charity constituted? |
Para 1.25 | Unincorporated association |
| 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 | Trustees and officers are elected at the Annual General Meeting Trustees are co-opted from the parish and as noted, officers such as Chair and Treasurer are proposed and duly elected at the AGM. |
| Additional information (optional) You may choose to include further statements |
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 | Trustees are background checked prior to co-option and election No specific induction or training policies exist Trustees are provided with informal, ongoing training on the work of the Hall Trustees agree and follow the Hall Finance Policy. |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The Chair, Treasurer and Secretary form the Executive Committee providing oversight of the work of the Hall Other trustees fulfil non-executive roles including Vice Chair, Bookings and Events, Marketing & Grants, Health & Safety and Maintenance. The Trustees hold regular meetings to review progress against objectives, setting of new objectives and the 5-year business plan and the management of the funds. An Annual General Meeting, open to the whole parish, reports on the business and financial statements for the Hall and elects the Trustees |
| Relationship with any related parties |
Para 1.51 | N/A |
Reference and Administrative details
| Charityname | Dumbleton VillageHall |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 299528 |
| Charity’s principal address | Dumbleton Village Hall Dairy Lane Dumbleton Glos. WR11 7TP (For administrative / correspondence purposes: ) Mr P Anderson (Treasurer), Rose Cottage, Main Street, Dumbleton WR11 7TH |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 |
Trustee name | Office (if any) | Dates acted if not for **whole year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Jim Harmsworth-Cowles | Chair | |||
| Claire Stanley | Treasurer | |||
| Robert Mercer | Secretary | |||
| Ruth Seward | Vice Chair | |||
| Paul Crowther | Bookings | |||
| Robin Philips-Lamb | ||||
| Jane Anderson | ||||
| Joanna Brett | ||||
| TraceyThompson | ||||
| Kate Hending | ||||
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity N/A Name and objects of the charity on whose behalf the N/A assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and N/A segregation of such assets from the charity’s own assets
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
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) Philip Anderson Position (eg Secretary, Treasurer Current Treasurer Elected at AGM on Chair, etc) 3[rd] October 2025 Date 18th December 2025
Dumbleton Vlllage Hall Profit and Loss 2024-2025
rth Monthstg 31 Mawch 2025
Sble• I Incon
th)natlong
Grnnts
17WJ.75
14,324.72
12,483.76
944.71
Gtl)n. H•ll tal
IncoD* GenerntJtsn- Rtr Raldng
Other Inco
12,936.19
7,071.19
2,812.85
45.262.94
.274.43
Dlr•ct Expenrt
Cost of Q1mnJnllY Even
Costs of Fund Generalk>n
3S6,94
Sh43,40
743.87
4,157.81
Groi¥ Proritl(Lou)I
39,rf62.70
19,372.75
Ov•rh••d•
Rates
Heat, Uihtand Power
Prfnung Dnd 5tstyonery
Telefve and Conputtr thargra
Holl ImtwJvÈnwnts
Holl maInran
C7¢7nw•l EK]ense5
Mjnaoement & Tr11r1. BBThk
Dumbleton Vlllage Hall Balance Sheet 2024-2025 31.M•r-26 31-M•r44 FlxodAMets Curr¢ntAssets ock 3,&196 5,63125 3.721.27 3B.614A8 iA23) Debtors BankAccount Deposiis8Cash TOtsIAssets 4745.32 84.54 516d6. 46a81.76 cunI Uabllllle$ Expenses CKved Creaor$. ShortT8mi 4Y21.77 6187.&9 5.$98.02 6.187.89 CurrentAsset$ Itss CurrentLlabllllFes TotalA55et5 less CurrentLlablUtles LongTerm Llabllllles 46,rM8.94 40,193.87 40.WJ7 TotslAs$ets Le&stotal Llabllltles 48,048.94 40.193.87 Capltsl& Reserye$ General Fund P&LAccourrt 3W6.17 5.85&07 46.479.78 7.633.61 4470L24 1.347.70 84&17 Phone BoxAppeal 1.347.70 40,19&87 PhlllpAnderson HonoraryTrea5wer TIM Daffuw HoftoraryAudltor Dats:22ndJuly2025 Dats:22ndJuly2025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sectlon A Independent Ex8mln8r's Report R•port to the trust6e81 members of Dumblelon Vill8ga Hall On accounts for th• year nded 31 March 2025 Charlly no Ilf any) 299528 Set out on pag Two and Three I report to thtr trustees on my examination ol the aocounts ol the abovè Charlly l.the Trust.) lor the y8ar endtrd 3110312025. R•sponslbllltles and As the charlty Iruslees ol the Tru$l, you are resporisible for the prèparation basls of report ol the aceounts in accordance with the roqulrements ol the Charities Act 2011 I the Act.). I report In respect of my examillation ol the Trust's accoun15 carried out under section 145 of the 2011 Act and in carrying out rny examination, I have followed the applicable Dlrectlons given by the Charity Commission under section 14515llbl ol the Act. I have cornpleted my examlnation. I conlimi that no material matters have come lo my attention (other than that disclosed below'l In connection wllh the examination whieh gives me cause lo believe that in, any material respect., a¢¢ounling rècords were not kept in a¢eordanee wlh section 130 of the Act or the ae¢ountg do not accord wlh th8 8ccount1ng records Independent 8xamlngr'$ statement I have no concem5 and have corne acr085 no other matters in connection with tha axamination to which allenlion should be drawn in order lo ènable proper understanding ol the accounts to be reached. P1985@ delEte Ihe words in br8ck615 rfthey do not apply. Sloned.. Dat•: 10 June 2025 Name: Timothy Roger James Daffijrn Relevant prof68slonal qualificationlsl or body lif any>= FCA ICAEW Address.. Pennals Coliaga Nursery Road, Oakhanger Crewe CW15XA IER O¢tobor 2018