Trustees’ Annual Report for the period
From 01-01-2024 Period start date To 31-12-2024 Period end date
Charity name: Great Waltham Village Hall
Charity registration number:301320
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The provision and upkeep of a village hall for the use of the inhabitants of the Parish of Great Waltham as constituted on 9th July 1889 with the object of improving the conditions of life for the said occupants. |
| 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 |
Hiring out the premises and facilities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have regard to the guidance issues by the charity commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Volunteers (apart from trustees) had been poor but this year more volunteers became available to support the village hall with maintenance and other aspects of the running of the hall. |
Departure of trustees has proved difficult with the majority of work falling to the chair who stepped up as the former stepped down,
Other
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 charity has continued to improve the facilities for it community and hirers. Standards of hygiene and safety have been paramount , decoration and continual maintenance , aligning with and beyond expected standards. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other | The clothing banks continue to be well used by the community and beyond providing recycling facilities encouraging reduce, recycling and reuse, this provides a small income for the village hall. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The financial position of the village hall at the end of the period is recorded in the attached documents. Healthy bank account considering the outlay with improvements and emergencies but with several major projects planned , spending will need to be carefully monitored in line with the reserves policy. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity’s policy for holding reserves is set out in the reserves policy , a copy of which is attached. |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | To maintain and encourage new hirers to ensure the sustainability of the village hall. Bring all hirers in line with the correct pricing matrix. |
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 charity’s main source of income is through the hire fees payable by those hiring and using the space. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | The continual engagement of Trustees is difficult. The Parish Council hire of the pavilion undercutting hire rates of the village hall , therefore resulting in loss of hires and unnecessary competition. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | |
| 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 | Not more than 5 trustees are elected at the AGM of the charity and not more than 2 trustees may be coopted. In addition 17 organisations in the area of benefit of the charity have the right to appoint a representative trustee. Of the 17 , many no longer exist or have their own buildings to take car of. Social media appeals and internal communications are used to promote the need for trustees. |
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 encouraged to attend training and read documents via the RCCE of which it is a member. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charities organisational structure need improving with lack of volunteers this is difficult. |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Great Waltham Village Hall |
|---|---|
| Other name the charity uses | |
| Registered charity number | 301320 |
| Charity’s principal address | Great Waltham Village Hall,Hulton Hall, South Street,Great Waltham Essex CM3 1DF |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Daniel Harper Gray | Chair | As Chair Until April 2024 -remained a trustee for anotherpartialyear |
Up, Up & Away Preschool | |
| Leonie Harper | Term Ended 12/04/ 2024 | Up, Up& AwayPreschool | ||
| David Chapman | Term ended 12/04/2024 | Trustee | ||
| Michael Proctor | Term ended 12/04/2024 | Parochial Church Council | ||
| Kerrie Wiffen | Appointed 12/04/2024 | Parochial Church Council | ||
| Joanne Palmer | Chair/Secretary | Elected as Chair 12/04/2024 |
Trustee | |
| Oliver Micklem | Representative PC | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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) Joanne palmer Position (eg Secretary, Chair Chair, etc)
Date 16/09/2025
GREAT WALTHAM VILLAGE HALL: Reg. Charity No.301320
RECEIPTS AND PAYMENTS ACCOUNT TO 31ST DECEMBER 2024
| INCOME RECEIPTS Hall Hire Commitee Room Band Room Library Parish Council Car Park Clothes Bin Donatons Grant- Chelmsford CC Grant -RCCE Grant -Lotery M&G Deposits Held Total Receipts PAYMENTS Internet Electricity Business Rates Oil Water & Sewage Cleaning Maintenance & Repairs Statonary Insurance RCCE Sundries Returned Deposits Treasurer Fees Total Payments Surplus/(Defcit) for the year Balance at start of year Balance at 31st December 2024 Check |
Restricted Funds £ £ 19753.75 8345.00 0.00 2822.62 0.00 1645.00 803.70 160.00 0.00 0.00 0.00 7.54 2200.00 35737.61 0 35737.61 362.87 3435.16 1082.67 2622.13 568.13 3408.08 25640.05 102.76 1798.09 80.40 1806.55 2100.00 1830.00 44836.89 0 44836.89 -9099.28 -9099.28 40119.16 0 40119.16 31019.88 0 31019.88 - Unrestricted Funds |
Total 2023 Variance 18102.25 9.12% 3045.00 174.06% 0.00 0.00% 0.00 100.00% 3160.90 -100.00% 2920.00 -43.66% 372.72 115.63% 0.00 100.00% 0.00 0.00% 0.00 0.00% 0.00 0.00% 6.72 12.20% 1700.00 29.41% 29307.59 21.94% 387.36 -6.32% 1565.79 119.39% 1029.19 5.20% 2302.65 13.87% 760.61 -25.31% 3474.22 -1.90% 5650.28 353.78% 0.00 100.00% 1803.85 -0.32% 66.00 21.82% 508.66 255.16% 1500.00 40.00% 0.00 100.00% 19048.61 135.38% 40119.16 |
|
|---|---|---|---|
| 18102.25 3045.00 0.00 0.00 3160.90 2920.00 372.72 0.00 0.00 0.00 0.00 6.72 1700.00 |
|||
| 29307.59 | |||
| 387.36 1565.79 1029.19 2302.65 760.61 3474.22 5650.28 0.00 1803.85 66.00 508.66 1500.00 0.00 |
|||
| 19048.61 | |||
| 40119.16 | |||
(if any): Address: Section B Disclosure Only complete rf the examiner needs to highlight material matters of concem (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. Oct 2018 IER