## **TRUSTEES' ANNUAL REPORT** ## **FOR THE PERIOD 1 OCTOBER 2024 TO 30 SEPTEMBER 2025** **Charity Name: Stockland Victory Hall Registered Charity Number: 300977 Charity's Principal Address: Stockland, Honiton, Devon** **Stockland, Honiton, Devon EX14 9EF** ## **Section A: Names of the Charity Trustees who manage the Charity** **----- Start of picture text -----**
Trustee name Office [if any] Name of body entitled to
appoint trustee [if any]
Leonora Allen Joint Tennis Club
William Graham Gilmore-White
Robert Millington PTFA
Patricia Beatrice Bass Fair Committee
Justin Nuttall Chair
Tracey Kim Harvey
Lucy Durrant
Monica Jean Parris
Kelly Angela Patch
Michael DavidSarsfield Hon.Treasurer
Jennifer Ann Whitley Joint Tennis Club
Shirley Ann Williams
Jane Yates Secretary Stockland Community Pub Limited
Nigel Robert Charles Parris Parish Council
Jenna Parris Preschool Rep12/11/2024
Jane Smith Parochial Council Resigned 1
March 2025
Sarah Bernhardt
Claire Nuttall
Richard Palmer Resigned 12 November 2024
Samantha Robson 14 January 2025
**----- End of picture text -----**
## **Section B: Structure Governance and Management** ## **Description of the Charity's Trusts** **Type of Governing Document:** Schedule 1 and Schedule 2 of Conveyance of 9th October 1946. **How the Charity is constituted:** It is constituted of not more than twenty members exclusive of up to no more than six co-opted members. It is made up of ten core members, plus representatives of all village organisations plus co-opted members (if required). **Trustee selection methods:** Core members are nominated and elected by Management Committee Members; others are appointed by village organisations using the Victory Hall. Co-opted members are elected by all Management Committee Members. Trustees are appointed or reappointed annually at the Annual General Meeting held in September each year or as soon as practicable after that month. All Trustees give their time voluntarily and receive no remuneration or other benefits. ## **Section C: Objectives and Activities** ## **Summary of the objects of the Charity set out in the governing document** The purpose of the Charity is to "provide accommodation for the physical and mental training and recreation and social moral and intellectual development through the medium of reading and recreation rooms, library, lectures, classes, recreations and entertainments or otherwise that may be considered useful for the benefit of the inhabitants of the Parish of Stockland in Devon and its immediate vicinity without distinction of sex or of political religious or other opinions". The Victory Hall is a vital hub of community life which is available to the many organisations and groups who currently benefit from using its facilities. Protecting and enhancing the building enables its long-term use and sustainability for the current and future user groups (e.g. Preschool, Youth Club, Cricket and Tennis Clubs, Country Market etc.) along with the community at large through the numerous functions, plays and musical events which are held throughout the year. In addition, the Hall is used for wedding receptions, various sports activities and a wide range of events held to raise funds for activities in and around the village. ## **Section D: Achievements and Performance** ## **Summary of the main activities undertaken for the public benefit in relation to these objects** The Victory Hall is a vital component in enhancing and enriching the lives of the community living in and around Stockland by providing facilities for many user groups to share and enjoy. With no shop, post office or public transport the Victory Hall activities play a valuable role in providing social events for all including the young, the elderly and those that are isolated or alone. In planning our activities, the Charity Commission’s guidance on public benefit is kept in mind at our trustee meetings when making decisions concerning the uses of the Hall. Villagers have been surveyed to find out what they value about the village hall and what other activities or events they would like to have available which has resulted for example in requests for new keep fit classes. The activities held on the premises include a Preschool Group held regularly during term time and also out of school activities for the Stockland Church of England Primary Academy. Physical health activities include physical exercise groups and a tennis club. A large group of villagers join the walks around the area at New Year and Easter. The New Year Walk ends with a lunch in the Hall and the Easter Walk starts with a brunch in the Hall. These community walks are for all ages and provide both a healthy and social activity for many. The Christmas Lunch prepared on the premises provides lunch and company for over 140 villagers of all ages. The community has also been able to meet in the Victory Hall for the annual meeting concerning the village public house. Music, Dance and Drama events provide beneficial educational and social events which bring together villagers in this scattered community. There is an Annual Stockland Fair, which is attended not only by villagers but also by visitors from distant surrounding areas. The Victory Hall is used to provide refreshments at the Fair. The Country Market is an opportunity to buy local produce and crafts and to meet socially. The Stockland Victory Hall provides a venue for wedding receptions, parties, wakes and other social events. Jumble Sales and entertainments provide fundraising opportunities to help pay for routine running costs and maintenance. The Hall provides the venue for Parish Council meetings, a Polling Station for elections and is used for holding public meetings. ## **Charitable Purposes** The charitable purposes which are undertaken within the Victory Hall encourage the public to undertake amateur physical activities, enhance their education, partake in community development, as well as attend social, horticultural, arts and cultural events. The Management Committee is made up of the main user groups along with a number of core members who represent the interests of the village as a whole. This has meant that the decisions regarding maintenance and upgrading of the building and its contents have been taken and ratified by both village representatives and all of the main user groups. The Management Committee fulfilled its good governance requirements by holding regular meetings and also communicating by email. Policies and Procedures were developed to enable the committee to ensure that any users would be able to abide by the varying regulations. **Section E: Financial Review** ## **Treasurer Report:** The Charity has a formally approved reserves policy. The policy uses the terminology and definition of reserves as defined in published Charity Commission guidance. Application of the Reserves Policy to the balance carried forward at the end of the 202425year is as follows: - Reserves £7,543.22  Designated Funds £35,768.90  Restricted Funds Nil  Total Funds £43,312.12 Designated Funds approved by the Trustees are as follows: - Contingency Fund £35,768.90 A minimum contingency fund level of £12,000 is to enable the Charity to operate for one year, up to a maximum of £35,726 to replace a failed boiler. The contingency fund is reviewed annually to take account of inflation. The contingency fund is now at 100% of the planned maximum, plus interest. Spreadsheets are used to identify ‘virtual’ accounts within the Charity Deposit Account. This allows balances for funds to be separately identified and tracked. The Charity holds cash as follows: - Cash float for use at fundraising events £100.00 The Charity uses two bank accounts; Lloyds Bank Current and Lloyds Bank Deposit. There are no funds in deficit. The Charity is now charged monthly for the use of the Lloyds Bank Current Account, amounting to £42.80 for this year. The Charity uses an iZettle (PayPal) account to enable it to take payment by credit and debit cards. Year end balances are such that the Charity can support at least two years of normal expenditure. The outturn for the year is a surplus of £3,125.72. The Approved Accounts for 2024-25 are attached at the end of this report, as is the Inspection of Accounts Report. ## **Charity Income:** The Charity derived income from the following sources: ||Rents|£3,091.22|(10%)| |---|---|---|---| ||Hire fees for use of the Hall etc.|£12,357.00|(40%)| ||Income from fundraising|£8,581.92|(27%)| ||Donations|£2,730.00|(9%)| ||Renewable Heat Incentive|£2,812.58|(9%)| ||Bank Interest|£370.54|(1%)| ||Re-imbursements|£1,275.74|(4%)| ## **Charity Expenditure:** Expenditure by the Charity in support of its objectives is as follows: - Provision of accommodation, heat, light, cleaning, insurance etc.£24,568.93(88%) - Costs of fundraising to provide recreations, entertainments etc. £3,481.55 (12%) Included in the figure for the costs of fund raising are donations totalling £358.72 made to two local youth organisations from the closure of the restricted funds held for the Youth Club. ## **Section F: Other optional information** None. ## **Section G: Declaration** **The Trustees declare that they have approved the Trustees report above Signed on behalf of the Charity's Trustees** P4yEI vf2 STIXKLAND VICTORY HALL - STATEMENT OF ACCOUNTS: 30 SEPTEMBER 2025 Rtteipts: Expendi￿1•. Incom >J.040 46 28,050.48 Interest on accounl5.' LkJyd¥ 84rik 370 54 Lk)y(ts 8¥nk Ch¥ 42.80 8urJus lortho ￿r 3,12572 Tut¥l 31,219.00 Tul41 31,219.00 BALANCE SHEET B8lanc• brouohl forwor 40,186.40 Balanc￿ ￿ B•nh eic: R•8•rm D••igMt•d R•striCtsd Ba￿￿¢• LW$ A¢*OUrt 960.S Surplus forlhe year 3.125.72 Lknydq Aemjrt 8.482 32 35.768 80 42,251.22 loo.( 1￿.00 Totals.. 7.543 22 35.788.90 43,312.12 B4l¥nctt 43,312.12 TotAI 43.312.12 Tothi 43.312 12 natur• Print Nam• Date of A rovll Signed by Iwo TTUStees on behall of all Trnstees sli* Ikill 11. 11. 2a Page2of2 STOCKLAND VICTORY HALL ACCOUNTS TO 30 S&VTEMBER 2025 CASH BOOK RECEIPTS AND PAYMENTS 20242025 Inc¢)mo 202>2024 COntrib￿lon Headi V*riane• Rent.. Tennks Club Preschool W. P¢￿erWaY￿ 80.LK) I 2,880.1x1 11.22 3.000.00 1122 3.000.00 11.22 120.Q) Hall Hlrn- BookiNJs Presthool Oftsrte Hire 11,010. 1.302.tyJ 45.C 11.010.00 1,302.00 45.00 8.840 7S 3.304.12 118.00 2.169.25 -2,tsJ2.12 -73.00 Fundralsing: Markets leo C￿b Other Events 1.194.20 1.140.00 8.247.72 28.91 48S.00 2,ece.92 1.16S.29 6SS.00 3,840.80 1,W.07 5,SKs.34 -1,949.54 I)On￿lon1. General Specific 2.730.00 JS6.72 2.371.28 20.10 3,500. 2,342.18 -3,500.00 Co$l$: Cle8ning InsurarKe maSnten8r￿e PRS AdvÈrtisir¥J LKence IMprove￿nts Comrnltee 2.W6.21 1.632.27 12.512.79 BI.￿) .2.#98.21 -1.632.27 -11,267.19 -81.(Kl .538.55 -180. 4.094.25 .1,486.36 .13,504.97 9.eo -933.38 -180.00 3,098.04 -185.91 2,237.78 .11.40 394.81 1,245.eo 180.Th) 180.46 -180 46 -237.00 S8.52 Utllttbe8 Ekdrktty W81er Wood Pellels TeSe¢orr RHI 1,967.07 735.11 2.831.01 918.44 -1,967.07 -704.97 .2.831.01 -#18.44 2,812.SB -2,318.S7 -1,140.89 -3.Ce8.01 49).84 2,877.71 3S1.SO 435.72 235.00 .225.80 45.13 30.14 2.812.58 TOTALS 30,84&46 28,050.48 1797.98 .7x34 3,$9￿32 ￿gna￿re Pn'nt Name Signed by Iwo Tn￿leeS on behalf of all Trusts¢s Il.11.?S- M I￿6£L l¥x£> I CHARITY COMMISSION I FOR ENGLAND ANL) WALES Independent examinerfs report on the accounts Section A Independent Examiner's Repon Reptsrt tts th¢ trwtetsl meMbÈrs of STOCXLAND VICTfA¥Y HALL tnd¢d ) SEPTEMBER 2025 77 Set on pag I r•port to tN* truthtr$ ffi rny examii*Mtin oflhÈ xcowts•fth• *Jo charty rth¢ TN•ll loriho ￿or ¢TrJ&J 3CIVW2023. R••poh8lbllltl•¥ and As Iht L**rityiwste¢s r*lthe Tru*. you are MJpo¢)&blè forthé ￿p￿rAtiOn bas1¥ ol Trport ollhe accounts n accordanc4 wth Ihe rwuirements of Ihe ch￿rt￿5 AL 2011 fthe NKt). I report m r•spea ofmy exthnuiatity) tsf the T￿￿.$ accounts carried o under Jeclw 145 crf Ihe 2011 AU and In carrying ojl my exam￿81100. I haw IShy*•J Ihe DirectW8 gmryn tyth• Charty Cunmi¥¥k>n urKitr Sea￿ 145lSllbl dthe Act. Indynd•ni I haNt C(th￿OI•d my aXanNn￿￿n. I c4)nfim) Ihaino maierfal mattws èxamlnerfj st4tsm?nt come lo ry attenwon kn th? ey•mnat*Jn whKh gi¥a8 m• uao to Ihll irt. My malafiai Mir*ct act￿nI•l9 rècordswérn at£ordane• ML*on 130 or the Acl or I no concems 4nd ha%* cthme across ￿ other m8Mer$ ￿ connecll wtth tile •yJMina1￿n to whrh allerrtm should be drawn ￿ orferto embiè pwr ofth• b• rn•¢htJ. N•m•'. S•brina D￿n 8•ty R•l•v•nt prof•s•loNI I qualllkatlfrfsl or body ,. None. trojl rellrnd pc4cé off¢¢r. 111 any).. Addrms.. 24 Ro1•51oM Cr•xont Ex•lor D65￿ EX4 SEB IER Octohr 2018