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2025-03-31-accounts

Annual Report – 1[st] April 2024 31[st] March 2025 The Yarcombe Jubilee Hall

Charity Name: The Yarcombe Jubilee Hall

Registered: Charity 301024

Address: Yarcombe, Honiton, Devon, EX14 9AA

Objective

The object of the Charity shall be the provision and maintenance of a village hall for the use of the inhabitants of the Parish of Yarcombe (hereinafter called 'the area of benefit') without distinction of political, religious and 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 land with the building thereon specified in the said schedule shall be held upon trust for the purposes of a village hall as aforesaid.

Governance and Management

In accordance with the Charity's deed of trust, the charity is managed by a Committee of Management which consists of Elected Members and Representative Members who are appointed at the Annual General Meeting, a public meeting held annually in May. In addition, members can be Co-opted members of the management committee.

All members retire from office together at the end of the AGM but they may be re-elected or reappointed.

All members of the committee as trustees are made aware of the charity's governing document, any legal requirements and are aware they have collective responsibility for management of the charity. All decisions are taken in committee. The committee met quarterly in 2024 and every nine weeks in 2025 with additional subcommittee meetings held when required.

Policies and management documents have been adopted for operating and managing Yarcombe Hall and its facilities. These are available on the hall website and in the Hall Information Folder on the premises. Adequate insurance was renewed.

A process for the review of safety risks and regular safety and maintenance inspections is followed.

Elected Members

Lorna Burdge Jan Johnson Helen Matthews, David Meyrick Elaine Munt David Parris Helen Parris Samuel Parris John Quick Philip Robinson John Simmons Brian Smith,

Election of Representative Members

Rosemary Abel: The Baptist Chapel & Tuesday Club Rebecca Bell: PCC Henry Derryman: NFU Diane Frost: Yarcombe Flower Show & Short Mat Bowls George Pidgeon: Storage Container Co-ordinator Harriet Said: Yarcombe Childrens Fund Matthew Tomkinson: Yarcombe Parish Council Katie Johnson: Yarcombe & District Young Farmers Club

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Co-opted Members

Debbie Carter AGM 2024 – 31.12.2024 Dan Greening 15.01.2025 – AGM 2025

During this period the following voluntary officer positions were held with no vacant positions

Chair: Helen Matthews Vice Chair: Matthew Tomkinson Treasurer: Philip Robinson Secretary: Helen Parris

In accordance with the Governing Document which states:

The land with the building thereon specified in the said schedule shall be held upon trust for the purpose of a village hall as aforesaid.

Names of trustees holding title to property belonging to the charity as Holding Trustees are Helen Matthews, David Meyrick, Elaine Munt, David Parris & John Quick.

Summary

The charity continues to uphold its founding principle to provide a facility, particularly for the local community without any discrimination.

Yarcombe Jubilee Hall has a Premises Licence which has been adhered to and Temporary Events Notice Licenses have been applied for when needed.

It is registered with the local authority for a Small Society Lottery.

The Hall is licensed by the PPL PRS (Performing Rights Society and Phonographic Performance Limited) to enable the right to perform music and play recorded music in public. In addition, the Hall has a MPLC (Motion Picture Licence Company) Umbrella Licence to enable films to be shown, subject to some restrictions.

Devon Communities Together membership has been renewed as their advice and resources are valued.

Thanks to the Vice-Chair the Hall secured free Wi-Fi from Gigaclear for another twelve months.

The hall is well used for a variety of activities which include Pilates classes, Tuesday Club meetings, Parish Council Meetings, Short Mat Bowls, Community Lunches and Yarcombe and District Young Farmers Club activities, computer training and social and private family events.

The Committee have held fundraising events which also benefit the community and provide a social activity, these include a Wine & Wisdom quiz, Big Breakfast, Jumble Sale, Christmas Bingo and Monthly Village Market which provides an opportunity to purchase local produce and enjoy refreshments in a social environment. These activities are intended to improve the conditions of life within the community alongside raising valuable funds for the hall.

A busy twelve months, the major project for the year was the renovation of the suspended wooden maple floor, which was necessary after a small health and safety incident due to unforeseen deterioration, the committee had not budgeted for this unexpected expense but a successful grant application from the National Lottery Community Fund allowed this to be completed promptly and with minimal disruption to activities.

We are waiting for Delve Electrical to complete the improvements to the exterior lights, the cost has been reduced thanks to volunteers who installed the underground cable and a metal pole.

The cost of maintaining the Hall continues to increase. Hall hire charges increased in June to reflect this; committee members volunteer their valuable time to keep the area around the hall tidy which helps keep financial expenses to an achievable level, the hall would not be able to survive without all the volunteers valuable time, effort and skills.

We have continued to carry out minor repairs and improvements as and when required.

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Financial Overview

The Yarcombe Jubilee Hall Management Committee as trustees are committed to prudent management of The Yarcombe Jubilee Hall to support financial sustainability and are committed to ensuring the hall remains a popular and viable amenity.

The financial objective is to ensure that sufficient funds are generated from hall hire, fundraising events, grants, donations and other sources to operate and maintain the Yarcombe Jubilee Hall to continue to provide a facility valued by the local community.

The Charity holds no funds as custodian trustee on behalf of others.

The Charity has adopted a Finance policy with guidelines and procedures to ensure transparency, accountability and legal compliance. All trustees are aware they are responsible for all the expenditure of charitable funds and have to account for how the charity funds have been applied. Accounts are prepared on a receipts and payments basis, with all payments authorised by two individuals. Accounts are independently audited by an appropriate individual approved by the Management Committee.

The Charity have set a reserves policy which requires reserves to be maintained at a level which ensures that Yarcombe Jubilee Hall Management Committee could continue to provide a village hall during a period of unforeseen difficulty. The aim is to maintain a cash reserve of a minimum of 6 months and up to 2 years operating costs.

Accounts for period 01.04.2024 – 31.03.2025

Summary Monetary Assets 2025 2024 Lloyds Current Account £800.08 £1,910.13 TOTAL £26,430.25 £22,462.21

At the yearend there were debtors outstanding totalling £300.00, which is believed will be received in full. There were no creditors outstanding at the year end.

The accounts show a surplus having been delivered during the year of £3,968.04. Some of this is allocated for the improvements to the exterior lights.

Income is up on the previous year, income from hire has continued to increase year on year since the global pandemic.

Fundraising has increased with activities being very well supported. The 100 Club performed very well this year.

The Interest has increased following the policy of transferring the majority of funds from the current account to the interest-bearing deposit account.

Expenditure is up on the previous year, with the main expense of the wooden maple floor renovation, which was thankfully covered by a Grant from the National Lottery Community Fund of £13,866.00.

In the future the committee are aware the kitchen needs improvements which will include some considerable expense and research continues on how to improve the lower car park area for the benefit of the hall and local community.

Minor repairs and improvements will continue as and when required.

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The Yarcombe Jubilee Hall

– Audited Annual Accounts Year Ended 31.03.2025

Income and Expenditure Account

Income 2025 2024 Hall hire 4,378.28 3,549.90 Market 2,327.30 2,360.65 100 Club 1,720.00 1,170.00 Car Park 270.00 112.00 Donations 161.00 922.64 Interest 262.09 89.11 Fundraising 4999.05 1,207.41 Grants 13,866.00 - Sundries 571.00 2,633.40 -------------------- -----------------Total 28,554.72 12,045.11 Expenditure Caretaker 2,083.50 2,160.00 Electric 537.41 821.96 Water 143.68 145.72 Oil 519.28 631.84 Insurance 2,105.02 1,964.11 Repairs & Renewals 15,356.39 7,212.58 Cleaning Products 212.17 74.84 Officers' Expenses - - Licenses & Subscriptions 548.57 224.80 Improvements 496.03 86.07 Sundries 184.37 34.50 100 Club 900.00 625.00 Fundraising 1,500.26 525.41 ----------------- --------------Total 24,586.68 14,506.83 NET SURPLUS/ (DEFICIT) FOR YEAR 3,968.04 (2,461.72)

SIGNATORIES

Philip Robinson Sandra Bristol Treasurer Independent Auditor

Declaration: Yarcombe Jubilee Hall trustees have approved the Annual Report

Signed on their behalf by the Chair

Helen Matthews Date

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Yarcombe Jubilee Hall

Audited Annual Accounts - Year Ended 31.03.25

Income and Expenditure Account (£)

Income and Expenditure Account (£)
INCOME
Hall hire
Market
100 Club
Car Park
Donations
Interest
Fundraising
Grants
Sundries
Total
EXPENDITURE
Caretaker
Electric
Water
Oil
Insurance
Repairs and Renewals
Cleaning Products
Ofcers’ Expenses
Licences and Subscriptions
Improvements
Sundries
100 Club
Fundraising
Total
NET SURPLUS / (DEFICIT) FOR YEAR
Assets (£)
Lloyds Current Account
Lloyds Deposit Account
TOTAL
2025
4,378.28
2,327.30
1,720.00
270.00
161.00
262.09
4,999.05
13,866.00
571.00
2025
28,554.72
24,586.68
3,968.04
2025
800.08
25,630.17
26,430.25
2024
3,549.90
2,360.65
1,170.00
112.00
922.64
89.11
1,207.41
-
2,633.40
2024
12,045.11
14,506.83
2,083.50
537.41
143.68
519.28
2,105.02
15,356.39
212.17
-
548.57
496.03
184.37
900.00
1,500.26
2,160.00
821.96
145.72
631.84
1,964.11
7,212.58
74.84
-
224.80
86.07
34.50
625.00
525.41
(2,461.72)
2024
1,910.13
20,552.08
22,462.21

Registered charity number 301024

Audited Annual Accounts - Year Ended 31.03.25

Yarcombe Jubilee Hall

- Commentary on the 2024 25 Accounts

The 2025 accounts have been a very strong showing for the Hall, with a surplus having been delivered during the year of £3,968.04 (2024: -£2,461.72).

Income

Income is up generally year-on-year (YoY); this is undoubtedly in no small part due to completion of the building work, which has incurred a large amount of disruption during the past two years. The two income streams that were most affected by this have therefore seen the largest increases, being hire income (+23% YoY) and fundraising activities (+314% YoY), the latter of which delivered gross income of £4,999.05 during the year (2024: £1,207.41).

The 100 Club also performed very well this year with gross income totalling £1,720 (2024: £1,170), a 47% increase YoY.

While a smaller income stream for the Hall, the policy of transferring the majority of funds from the standard current account to the interest bearing deposit account has been beneficial, with interest income increasing to £262.09 this year (2024: £89.11).

The Hall received £13,866.00 in grant money from The National Lottery Community Fund to cover the works for the maple floor renovation, with work completed by August ‘24.

Expenditure

Expenditure is also up on the previous year, although a large chunk of this corresponds to the flooring repair work that was funded by the grant detailed above.

Caretaker costs are slightly down YoY due to there being a short period when the hall was without a caretaker.

Electricity costs have fallen due to the move away from EDF to a new fixed-term contract with Valda Energy, at lower rates than previously.

The largest area of expenditure is Repairs and Renewals, but £13,866 of this figure relates to the grant-funded flooring work. A breakdown of the exact expenditure included under this heading is attached in Appendix 2.

In previous years fundraising and 100 Club expenditure has been offset against income and then the net profit figure shown under ‘Income’ in the I&E. This approach has been revised this year to better show total funds raised and the corresponding expenditure, with a separate heading for each under both ‘Income’ and ‘Expenditure’. Please see Appendix 1 for a breakdown of net profit by fundraising activity.

Transfers

The Treasurer will transfer cash between the current and deposit accounts as required - the aim is generally to maintain a working balance of approximately £1,000 in the current account as working capital, with the balance being held in the deposit account.

During the year there have been transfers of £16,866.00 out of the current account and £12,050.00 into the current account.

Debtors and Creditors

At the year end there were debtors outstanding totalling £300.00, which it is believed will be received in full. There were no creditors outstanding at the year end.

Registered charity number 301024

Audited Annual Accounts - Year Ended 31.03.25

Yarcombe Jubilee Hall

- Appendix 1 Income Analysis

Net Profit by Fundraising Activity

Net Profit by Fundraising Activityy Fundraising Activity Fundraising Activityg Activity Activityy
Activity 2025 (£) 2024 (£)
Big Breakfast 1,566.10 -
Jumble sale 760.15 -
Bingo 511.55 -
Wine & Wisdom 660.99 682.00
Total 3,498.79 682.00

Net Profit for 100 Club

Net Profit for 100 Club
Detail 2025 (£) 2024 (£)
Income 1,720.00 1,170.00
Expenditure (900.00) (625.00)
Total 820.00 545.00

Registered charity number 301024

Yarcombe Jubilee Hall Audited Annual Accounts - Year Ended 31.03.25

- Appendix 2 Breakdown of Individual I&E Headings

Income - Donations

Income - Donations
Detail 2025 (£) 2024 (£)
Other / Unspecifed 141.00 165.00
Trestle tables * 20.00 30.00
Funeral donations - 581.64
Vegetable stall - 11.00
Apple pressing - 135.00
Total 161.00 922.64

Income - Sundries

Income - Sundries
Detail 2025 (£) 2024 (£)
John Salter Award 100.00 -
PCC donation for oven use 11.00 -
Trestle tables 60.00 -
Ecclesiastical compensation 400.00 -
Insurance reimbursements - 2,633.40
Total 571.00 2,633.40

Registered charity number 301024

Yarcombe Jubilee Hall

Audited Annual Accounts - Year Ended 31.03.25

Expenditure - Repairs and Renewals

Detail 2025 (£) 2024 (£)
Heater service and rewire 240.00 -
Service oil boiler 275.24 -
Rubber door mat 52.79 -
Service fre extinguishers 162.18 96.00
Mat and ‘wet foor’ sign 86.37 -
Waterproof acrylic roof paint 416.54 144.19
Floor repair and refnish (grant) 13,865.89 -
Replace water heater 246.00 -
Door stop 5.00 -
Metal hooks for cleaning cupboard 6.38 -
Drainage work to exterior wall - 1,527.01
Costs re: structural damage - 2,516.00
Minor repairs - 64.69
Woodworm treatment - 64.01
Vinyl foor (entrance foyer and area
next to small kitchen)
- 1,020.60
Plumbing repairs in toilets - 434.96
Hoover part, new door mats - 120.96
Test emergency lighting, PAT test - 345.79
Paint - 71.98
Lighting outside small kitchen - 799.20
Signage - 7.19
Total 15,356.39 7,212.58

Registered charity number 301024

Yarcombe Jubilee Hall

Audited Annual Accounts - Year Ended 31.03.25

Expenditure - Licensing and Subscriptions

Detail 2025 (£) 2024 (£)
Devon Communities Together 50.00 50.00
MPLC Umbrella licence 316.57 -
Lottery licence 20.00 20.00
PPL/PRS licence 162.00 154.80
Total 548.57 224.80

Expenditure - Improvements

Expenditure - Improvements
Detail 2025 (£) 2024 (£)
New parking/market signage 355.20 -
Private parking sign 68.95 -
Ice warning signs for car park 71.88 -
‘Keep clear’ sign for car park gate - 16.07
Cupboard below AV cabinet - 70.00
Total 496.03 86.07

Expenditure - Sundries

Expenditure - Sundries
Detail 2025 (£) 2024 (£)
Stamps * 40.80 12.00
Terrier racing programme advert 45.00 -
Oil tank padlock 7.69 -
Gift card for Debbie C 20.00 -
SumUp card machine 70.80 -
SumUp transaction fees ** 0.08 -
New kettles - 22.50
Total 184.37 34.50

** These are the fees on a £5.00 test donation that was put through the card machine.

Registered charity number 301024

The Yarcombe Jubilee Hall Audited Annual Accounts- Year Ended 31.03.2025 Income and nditure Account Income 2025 2024 Hall hire Market 100 Club Car Park Donations Interest Fundraising Grants Sundries 4,378.28 2.327.30 1,720.00 270.00 161.00 262.09 4999.05 13,866.00 571.00 3,549.90 2,360.65 1,170.00 112.00 922.64 89.11 1,207.41 2,633.40 Total 28,554.72 12,045.11 enditure Caretaker Electric Water Oil Insurance Repairs & Renewals Cleaning Products Officers, Expenses Licenses & Subscriptions Improvements Sundries 100 Club Fundraising 2,083.50 537.41 143.68 519.28 2,105.02 15,356.39 212.17 2.160.00:': 821.96 145.72 631.84 1,964.11 7,212.58 74.84 548.57 496.03 184.37 900.00 1,500.26 224.80 86.07 34.50 625.00 525.41 Total 24.586.68 14,506.83 NET SURPLUSI (DEFICIT) FOR YEAR 3,968.04 (2,461.72) SIGNATORIES Philip Robinson Treasurer Sandra Bristol Independent Auditor Declaration: Yarcombe Jubilee Hall trustees have approved the Annual Report Signed on their behalf by the Chair Helen Matthews Date Pag& 4