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2024-12-31-accounts

Arnold Hills Hall (also known as Penshurst Village Hall) Registered with the Charity Commission 302816

Minutes of the Annual General Meeting 28[th] April 2025

The meeting commenced at 7.30pm.

Trustees present were Alan Massey (AM) chairman, John O’Shea (JO) treasurer, Judith Wilson (JW) bookings secretary, Jean Freeman (JF), Mandy Curran (MC) secretary, Richard Gerrard-Sharp (RGS) PPC representative, Robert Rees (RR) PADS representative.

Members of the public present were Vic Freeman, Robert Bareham, Laura Faircloth

1. Apologies for absence No apologies

2. Conflicts of interest

None declared

3. Minutes of the 2024 Annual General Meeting Agreed as correct. Proposed by JO and seconded by JF

4. Matters Arising

AM reported that:

The new kitchen boiler had been installed by Jim Donald. PAT testing had been completed. PADS to pay 70% of the costs.

5. Chairman’s Report for the year ending 31[st] December 2024 AM reported that:

A fire risk assessment had been carried out by Fire Decisions. A detailed report with action plan had been provided with recommendations on how to fulfil our legal fire safety obligations. As a result, the external doors were re-positioned to open outwards for ease of escape. Not all of the emergency lights were up to standard but our electrician Jack Alston has installed and checked new ones. Weekly and monthly checks are now done on a rotational basis by the trustees and logged in the Fire Risk Assessment folder.

The fire risk assessor had also raised the impact of Martyn’s Law. This would only affect events in the Village Hall if the attendance was 200 or greater.

The previous plans for the development of the Village Hall had been drawn up by the Studio Hudson Architects and on their advice the plans were presented to Sevenoaks District Council to determine whether the plans would pass for approval. In hindsight, this was an error and local opinion should have been sought before taking that step. New plans have been drawn up by Chris Wickens and these have been on display on the internal and external Village Hall notice boards for the duration of March and April and also on the Village Hall website. An article describing the proposed development and objectives was placed in the March and April copies of Penshurst News. The article also invited comments and to date none have been received.

At this point Robert Bareham wished to make comments:

-Kieron (1, Latymers) had apparently made an email comment using the booking email, this had not been seen but JW would check again.

-John (Corsewall, Latymers) had complained about the gents light being left on. It was felt a timer could be used for these lights plus any external lighting on the new extension with a fully accessible toilet could be facing the road and not the garden.

-Thanked the trustees for presenting the plans to the village.

-Would have liked more narrative with the plan, costs, timescale and so forth. RR explained the order in which things had to be done and therefore that would not have been possible.

-Would have previously objected to a door opening from the hall into the garden but now has no objections to the current, proposed plan. MC confirmed that this was the view of Robert Bareham only.

-Would the current ladies toilet be upgraded, AM replied not at present. It was confirmed that men and women could used the fully accessible toilet.

-Could the ladies toilet be made suitable for fully accessible use – JW replied that expert opinion had been sought and this was not possible. MC felt the Penshurst News article had been clear that all options had been considered along with expert advice and that any queries could have been directed to AM as suggested in the article. -How would development progress be communicated to the village – MC said that mechanism would be discussed at the next development meeting.

AM then continued with his Chairman’s Report:

The Warders lease was coming up for renewal. RGS asked if rent could be backdated, JO replied yes.

The upgrading of the kitchen and gents toilet – this would hopefully commence in the next few months, using the £40,000 being held by PPC.

RR asked Robert Bareham to confirm that he himself had no objection to the fully accessible toilet/new hall door plans, that Kieron (1, Latymers) had sent an email as yet unseen and that John (Corsewall, Latymers) was unhappy about the gents toilet lighting. This was confirmed by Robert Bareham. JF asked why the aforementioned were not present at the meeting to discuss their concerns; a face to face discussion being more beneficial than via email.

6. Treasurer’s Report and presentation of Audited Accounts for the year ending 31[st] December 2024, to include the Risk Register

JO presented the final but not audited accounts and had sent all trustees a copy, one will be attached with the minutes. Key comments from JO were:

The accounts were just about breaking even, the expenditure would have been less but there had been some discretionary spending.

Himself and JW needed to discuss increasing the hiring rate. JW added that she had compared our rates to other local halls and we were very reasonable in comparison. The Warders rent, when the review had been agreed would also increase. 1% interest was being gained on some investments whilst the COIF interest was higher. JO suggested that the trustees revisit moving some funds into COIF. £84,000 in funds would be easily available plus the £40,000 being held by the PPC. RGS asked if RR had confirmed with PPC the conditions of use for the £40,000. RR replied that the money could not be used for planning/application costs but should be allowed for the kitchen and gents toilets. AM felt the work on the kitchen and gents

toilets could start in June. The income was approximately £25,000 and Jo gave an overview of income. PADS owed money and Warders at the end of the year. Expenses included blinds and portable heaters. A very approximate budget had been drawn up but could be changed.

7. Booking Secretary’s Report JW reported that: Hires that took place during the year:- Weekly or Bi-weekly (in term time) Art Classes for Adults Pilates Classes Yoga Classes Dance Classes Craft and Natter Group New for the year – Martial Arts Kickboxing classes for children and adults.

Monthly / Bi-Monthly / Twice a Year or Once a Year Gong Meditation PC Meetings Penshurst Amateur Dramatic Society Rehearsals and Performances Cricket Club Functions Persian Rug Sale Craft Fairs / Vintage Market New Year Cross Country Run Meet Elections Art in Action – new for the year

Private Hires Children’s Parties General Parties Wedding Receptions Funeral Wakes

Other

JO asked if Gong meditation and reflexology classes were reduced. JW replied that reflexology had stopped for the time being and Dawn from Gong meditation had been unwell.

RGS asked how much notice would be given to regular hirers about hire cost increases. JW replied one term ahead.

8. Election of members

All trustees were continuing in their roles, there were no new trustees. Laura Faircloth confirmed she had stepped down. RR thanked her for her work. RR/AM felt it would be useful to have someone from Latymers on the committee. Robert Bareham said he would keep this in mind.

9. Chairman’s Report on repairs/improvements/maintenance for 2024

AM reported that: Jack Alston had completed some electrical work. John Wansbury had completed a range of painting and maintenance work. Himself and Mrs Massey had completed various items of work.

10. Any other business

RR asked if Hallmaster could tell you the total number of hours the hall had been hired for. JW/AM were unsure.

JF thanked AM for the purchase of two new kettles.

Vic Freeman asked about the water leak. MC explained that it had been reported by numerous people. AM reported that John Wansbury had complained as it was washing onto his wall.

Robert Bareham, Laura Faircloth and Vic Freeman were all thanked for attending the meeting.

The meeting concluded at 8.10pm

Signed……………………………………………………..

Dated……………………………………………………...

General

Accounts for year ended 31st December 2024

Filename: transaction file 2024_v2

General

General CommentaryfromtheTreasurer The enclosed 2024P&LfortheArnold Hilis Hall charity {302816ldoesshowsa slim netsurpiusof £1150.thereforea signalof sustainability risk. It should be noted thatthe Warderscontract which islikelyto be unvalued has cometo an end and will probably Increase Ipotentlally backdated). Budgeuforecasts compared to 2024actual income of £25koutturned 13%1£2k) positive: also the outturn costs of £24.5kwere adverseto budget by4% largelydue to higherrepair and utility costs.The forecastsfor2025are £21.5kforincomeand £22.5kfor expenditure.it isaiso assumedthe developmentcostswill be fully offsetby the Parish Councilfvnd {240k). Average incomeseem5tobe stable at£22-£25kroughlyhalf comingfrornWarder5 SuTgery:this compare5Wlththe minimum(i.e. excluding discretionarylcapital itemslaverage annualcosts of-£20k.therefore£345Ksurplusshouid be anticipated. though it is not realistic to thinkthat no discretionarylcapital expenditure is feasible overthe mediumliongterm. Hire charges forthe hall should be revlewed In 2025to ensurethe longterm flnanclal posltlon Is sustalnable; thls should Include a revlew of Warders rental of £ll,IOOlpalhal was orlginally set back In 2018, notlngthls rental contract has come to an end. Available funds remain healthy at 2123,618whichdoes include laibeitconditionall £40,OOOheld bythe ParishCouncil.The COIF Investmentgrew2% inthe year and also paid a dividend 01£326"whiistthe NS&I returns remain lacklustre at 1%. Consideration should be giveto movlngsomefunds from NS&I to COIForeisewheretotake advantage of better rates Inthe market. Dueto late payments timingdebtors include Warder and PADstotalling £6090 also creditors of 2660: both debtors and creditors weresettled in January. A summaryof the 2024financial position isto be subrnittedtothe Charitie5Commi5sion beforethe deadllneof end October 2025. Publicly available informationassociated with ARNOLDHILLS HALL1302816)canbe found on ov.ukl overnmentlor nisationslchari -commission. Key risks include l. Sustainability ofcharity due to over reliance onwarders income. {LOWI 2.Adequacy of insurancecoverage in case of a catastrophic event. IMEDIUMI 3. Poorreturnson Investmentswhlcherodethe reserves{dueto not keeplngupwlth Infiatlon). {MEDIUM) 4. Malntalnlng sufficlentfundingtocoveT major investmentssuchas renewalof heatingsystem.(LOW) John O'shea {Treasurer) September2025 General

General

ARNOLD HILLS HALL PENSHURST

Bank current acount account & cash reconciliation

for year ended 31st December 2024

current account only - also see national savings

----- Start of picture text -----
current account only Account 71346112, sort 60-21-28 Source: bank statements
Year Statement period statement opening withdrawn paid in close balance
2023 30/11/2023 29/12/2023 12_23 £ 14,660.63 -£786.46 £ 7,047 £ 20,921.17
2024 30/11/2024 27/12/2024 12_24 £ 16,693.27 -£1,075.51 £ 1,624 £ 17,241.76
s after 27th December £ 17,241.76 -£1,603.29 £ 200 £ 15,838.47
COIF Investments (Emily Arnold bequest) ref: 416990001T
UNITS value/unit Value diff Dividends cum funds
2021 accounts £ 8,214.72 £ 1,024.44 £ 211.65 £ 1,446.06
2022 accounts £ 7,259.72 -£ 955.00 £ 232.41 £ 1,678.47
2023 accounts £ 7,938.00 £ 678.28 £ 295.49 £ 1,973.96
2024 accounts £ 8,117.32 £ 179.32 £ 326.24 £ 2,300.20
----- End of picture text -----

Filename: transaction file 2023_v3

National savings account(NS&I)

----- Start of picture text -----
financial period interest balance interest
yearend dec 2021 £ 364.37 £ 50,974.20
yearend dec 2022 £ 47.44 £ 51,021.64 0.1%
yearend dec 2023 £ 433.68 £ 51,455.32 0.9%
yearend dec 2024 £ 476.64 £ 51,931.96 0.9%
----- End of picture text -----

Account number : 138414656

Bank Reconciliation movements movements balance
Opening bank balance 1st Jan 2024 £ 20,921.17
income table total £ 24,918.49
costs table total 24,571.64
acrued income 6,090.00
acrued costs £ 660.45
Closing bank balance 31st December2024 5,082.70
£ 15,838.47
Movement 5,082.70
Total funds available at the end of December 2024
Netwest current account
N&SI investment account
COIF dividend on a/c
COIF investments
Net debtors/creditors
Funds held with Parish Council
Total funds
2024
15,838
£
51,932
£
2,300
£
8,117
£
78,188
£
5,429.55
£
83,618
£
40,000
£

123,618
£
2023
20,921
£
51,455
£
1,974
£
7,938
£
82,288
£
-
£
82,288
£
40,000
£
122,288
£
2022
21,798
£
51,022
£
1,678
£
7,260
£
81,758
£
-
£
81,758
£
40,000
£
121,758
£
2021
16,767
£
50,974
£
1,446
£
8,215
£
77,402
£
8,443
£
85,844
£
40,000
£
125,844
£
2020
27,141
£
50,610
£
1,234
£
7,190
£
86,176
£
2,445

83,731
£
40,000
£
123,731
£
2019
870
£
50,605
£
1,024
£
6,756
£
59,255
£
15,098
£
74,353
£
40,000
£

123,618
£
122,288
£
121,758
£
125,844
£
123,731
£
114,353
£

General

General

Summary payments (costs) for yearend 31st Dec2024

2018
2019
2020
2021
2022
2023 2024 Budget
2024
Budget
var
% var Budget
2025
PADS
605
£
912
£
£200
1,100
£
200
£
Art in June
kick boxing (marshall arts)
Quilters
£112
49
£
Craft & Natter
Pilates/Physio
780
£
1,133
£
Scallywags/playgroup
339
£
211
£
190
£
86
£
Dance (JW)
5,324
£
4,967
£
£2,206
2,024
£
2,935
£
rugs
100
£
100
£
£100
150
£
Antiques
700
£
700
£
Flowershow
100
£
100
£
100
£
Regular markets
430
£
280
£
750
£
Irish dance
512
£
770
£
£593
768
£
522
£
PC, PCC & SDC
104
£
306
£
219
£
166
£
Ready steady sport
520
£
396
£
£250
216
£
264
£
Penshurst School
139
£
30
£
35
£
Yoga
40
£
18
£
Cricket
120
£
131
£
£16
40
£
120
£
GONG
229
£
263
£
Gentle
200
£
470
£
other regulars
Table top sale
Private
2,916
£
4,545
£
£559
2,919
£
4,219
£
returned deposits +refunds
1,080

-£253
1,056

Warders
11,100
£
11,825
£
£11,100
11,100
£
11,050
£
23,048
£
24,181
£
£14,884
18,857
£
22,410
£
Non trading activity
Asset sale
Write -off
-£104
Donation
500
£
200
£
Grant
£10,000
£1,620
£3,400
Grant
-£3,400
Interest on investments
361
£
402
£
£5
364
£
47
£
COIF
203
£
208
£
£210
212
£
232
£
24,112
24,991
£24,995
21,053
22,689
629
£
1,297
£
2,132
£
200
£
130
£
200
£
456
£
322
£
250
£
263
£
552
£
664
£
5,130
£
1,400

11,100
£
1,606
£
400
£
750
£
364
£
1,080
£
2,029
£
200
£
452
£
40
£
75
£
72
£
414
£
499
£
8,262
£
2,425

11,100
£
1,000
£
1,300
£
2,000
£
200
£
130
£
200
£
450
£
400
£
200
£
300
£
500
£
700
£
3,500
£
1,400

11,100
£
606
£
400
£
-
£
364
£
220

-
£
29
£
-
£
-
£
61%
-17%
1%
0%
-100%
-100%
-100%
13%
-80%
-75%
-86%
-41%
136%
73%
0%
1,000
£
750
£
400
£
2,000
£
200
£
130

200

450

52
£
-
£
-
£
-
£
160

225

428

286

499
£
4,762
£
1,025

-
£
400
£
200
£
500
£
7,000
£
2,055

11,100
£
21,923
£
£434
£295
24,918
£
476.64
£
326.24
£
21,980
£
2,938
£
13% 21,495
£
Filename: tra nsaction file 2024_v2
24,112
24,991
£24,995
21,053
22,689
£22,652 25,721
£

Summary payments (costs) for yearend 31st Dec2024

2018
2019
2020
2021
2022
2023
2024 Budget
2024
Budget
var
Budget
var
Budget
2025
Fuel oil
Insurance
Gardening
Cleaning
cleaning materials
Utilities
maintenance/Repair
professional fees
**Prior year 2017 accrual
other
Sevenoaks Council
Website (new reporting category)
Development (incl. surgery)
Grant funding
Used prior year accrual
New facilities/construction
recoveries (shown as payments)
Net Total expenditure
3,779
£
2,879
£
2,946
£
3,276
£
4,646
£
£4,588
3,135
£
3,138
£
2,690
£
2,745
£
2,882
£
£3,031
395
£
675
£
780
£
1,145
£
1,025
£
£345
5,660
£
6,022
£
4,205
£
3,554
£
4,969
£
£4,843
787
£
590
£
269
£
189
£
290
£
£430
1,639
£
1,642
£
2,130
£
1,765
£
3,686
£
£1,708
4,317
£
2,483
£
1,367
£
1,181
£
2,434
£
£1,042
6,726
£
1,500

475
£
503
£
43
£
1,041
£
47
£
£185
479
£
488
£
70
£
214
£
495
£
£628
£3,960
£3,056
£1,485
£4,342
£409
£4,254
£3,766
£590
£658
£610
£5,000
£3,050
£700
£5,000
£400
£2,000
£1,000
£300
£700
£1,040
-£6
-£785
£658
-£9
-£2,254
-£2,766
£0
£0
-£290
£42
-£610
21%
0%
-112%
13%
-2%
-113%
-277%
-97%
6%
£4,500
£3,100
£1,200
£4,500
£400
£4,200
£1,000
£1,500
£600
£400
£600
20,666
£
23,647
£
14,500
£
15,110
£
20,473
£
£16,799
550
£
2,957
£
1,642
£
£6,414
550

-£1,950
678
£
119
£
5,475
£
3,302
£
£132
£23,130
£1,191
£801
£18,150
£7,000
£1,000
-£4,980
£5,809
£0
£199
-27%
83%
20%
£22,000
£35,000
-£35,000
£1,000
21,344
£
23,647
£
14,618
£
23,541
£
25,417
£
£21,396
-£564
-£565
-£484
-£494
-£569
-£546
£25,122
550.12
£26,150
-£570
£1,028
-£20
4%
3%
£23,000
-£570
20,780
£
23,082
£
14,134
£
23,047
£
24,848
£
20,850
£
24,572
£
25,580
£
£1,008 4% 22,430
£

Filename: transaction file 2024_v2

General

General

Income 2024 2023 2022 2021 2020 2019 2018
notes
Standing Rent Warders £11,100 a 11,100 11,050 11,100 11,100 11,825 11,100
Regular Hirings Dance (JW) £2,029 2,132 2,935 2,024 2,206 4,967 5,324
Pilates & Physio £1,080 1,297 1,133 780 - -
Antiques - - 700 700
PADS £1,606 629 200 1,100 200 912 605
Flowershow £0 130 100 - 100 100
rugs £200 200 150 - 100 100 100
Scallywags/playgroup 86 190 - 211 339
Markets £0 200 750 - 280 430
Irish Dance £0 456 522 768 593 770 512
ready steady sport 264 216 250 396 520
other regular £3,066 b 2,050 1,102 718 128 455 403
Regular hires £19,081 18,193 18,191 16,994 14,577 20,716 20,132
Occasional Hirings £5,837 c 3,730 4,219 1,863 307 3,465 2,916
Donations - - - 200 500
GRANT 1,620 10,000
Investment income £ 802.88
£
d 729 280 576 215 610 564
Write off (prior year) - 104
-
- 286
-
Total Income £25,721 22,652 22,689 21,053 24,995 24,991 23,826
Expenditure
Cleaning and Gardening
PS
£6,236 e 5,618 6,284 4,888 5,253 7,288 6,842
Fuel Oil £3,960 f 4,588 4,646 3,276 2,946 2,879 3,779
Insurance £3,056 g 3,031 2,882 2,745 2,690 3,138 3,135
General repairs & Maintenance £3,766 h 1,042 2,434 1,181 1,367 2,483 4,317
Utilities £4,254 i 1,708 3,686 1,765 2,130 1,642 1,639
Local Authority £658 j 628 495 214 70 488 479
other / professional fees £1,200 k 185 1,688 1,041 43 5,729 475
Doctors Acid event
Jubilee Grant 3,400
Jubilee Grant - 3,400
-
Insurance Warders 550.12
l - 546
-
- 569
-
- 494
-
- 484
-
- 565
-
- 564
-
Total expenditure £22,580 16,254 21,546 14,616 14,015 23,082 20,102
Improvements (capital/discretionary items) £1,992 m 4,596 3,302 8,432 119 - 678
Surplus of Income over expenditure £1,150 1,802 - 2,159
-
- 1,994
-
10,861 1,909 3,046

Filename: transaction file 2024_v2

notes to Income & expenditure statement

Mr Richard Cserjen (FCMA) Hon. Auditor

Mr John O'Shea Hon. Treasurer

General

General

Assets 2024 2023 2022 2021 2021 2020 2020 **2019 ** **2019 ** 2018 2018
Fixed assets at valuation or cost Fixed assets at valuation or cost £ 21,148.0
£
£ 21,148
£
£ 21,148
£
£ 21,148
£
£ 21,148
£
£ 21,148
£
£ 23,098
£
Investments (national savings) £ 51,932.0
£
£ 51,455
£
£ 51,022
£
£ 50,974
£
£ 50,610
£
£ 50,605
£
£ 50,203
£
(COIF shares) £ 8,117.3
£
£ 7,938
£
£ 7,260
£
£ 8,215
£
£ 7,190
£
£ 6,756
£
£ 5,730
£
Cash in Bank (current account) £ 15,838.5
£
£ 20,921
£
£ 21,798
£
£ 16,767
£
£ 27,141
£
£ 870
£
£ 13,156
£
(Deposit account) £ -
£
COIF dividend (held on account) £ 2,300.2
£
£ 1,974
£
£ 1,678
£
£ 1,446
£
£ 1,234
£
£ 1,024
£
£ 816
£
Debtors 2019 (insurance recovery) Debtors 2019 (insurance recovery) £ 565
£
Debtors (note 5) £ 6,090.00
£
£ -
£
£ 8,172
£
£ 631
£
£ 11,865
£
£ 3,578
£
Debtors error £ 971
£
Debtors prior years £ -
£
£ 200
£
£ 2,279
£
Pre-payment £ 460
£
£ 416
£
Income received in advance 525
Less Creditors - current yr payments uncleared at yearend Less Creditors - current yr payments uncleared at yearend 660.45
£ -
£
900
600
138
497
Less Creditors - prior years 1,950
1,950
1,950
1,950
4,000
Less Creditors - prior years 100
Total assets £ 104,766
£
£ 103,436
£
£ 100,956
£
£ 105,042
£
£ 104,779
£
£ 93,485
£
£ 92,500
£
Capital Account
Pe
Capital brought forward £ 103,436
£
100,956 105,042 104,779 93,485 92,500 89,613
ADD: surplus for year normal operations £2,339 5,669 863 6,437 868 1,099 2,946
ADD: capital type spend items -£1,992 - - 4,596
-
- - 3,302
-
- - 8,432
-
- - 119
-
- - - 678
-
ADD: GRANTS/donations received ADD: GRANTS/donations received - 1,620 10,000 200 500
ADD : Write off - - 104
-
- - 286
-
ADD: Investment income National savings £ 476.64
£
434 47 364 5 402 361
(bank interest)
(COIF dividend) £ 326.24
£
295 232 212 210 208 203
Add historic write-offs
ADD: Investment gains/(loses) £ 179.32
£
678 - - 955
-
1,024 434 1,026 - - 162
-
ADD: Revaluation gains/(losses) - other - - 1,950
-
Reconciliation difference - - 1
-
8 2
chq error - - 971
-
- - 971
-
£ 104,766
£
£ 103,436
£
£ 100,956
£
£ 105,042
£
£ 104,779
£
£ 93,485
£
£ 92,500
£
balance difference (should be zero) £ -
£
£ -
£
£ -
£
£ 0.00
£
0.00
£ -
£

Filename: transaction file 2024_v2

notes to Balance Sheet

  1. Penshurst village Hall building itself does not appear as a fixed asset. The building valued for re-building in the insurance policy which is subject to indexation.

  2. Assets revalued by Gorringes in 2019 (previously 2010), paintings value reduced. Paintings + fixtures and fittings are valued on Insurance policy.

  3. 400 units in COIF fund increased by ~2% to £8117 . In addition a dividend was payable of £326 ('23= £197).

  4. Amounts attributed to Penshurst village hall that are held by the Parish Council totalling £40k are not represented in this balance sheet.

  5. Debtors include Warders £5500 and PADs £540 - both paid in full in January.

  6. Creditors - £660 value at yearenddue to timing , all paid in January.

  7. NS&I interest was calculated in 2024 based on published rates of 0.9%.

  8. Charities Investment Fund (COIF or CCLA) - #400 units ( ref:416990001T) - unit price increase delivered an increase in valuation - these are similar to shares so can fluctuate in value.

Mr John O'Shea Hon. Treasurer

Mr Richard Cserjen (FCMA) Hon. Auditor

General

General

Accounts oversight report

The enclosed 2024 P&L for the Arnold Hills Hall charity (302816) does shows a slim net surplus of £1150, therefore a signal of sustainability risk. It should be noted that the Warders contract which is likely to be unvalued has come to an end and will probably increase (potentially backdated).

Budget/forecasts compared to 2024 actual income of £25k out turned 13% (£2k) positive; also the outturn costs of £24.5k were adverse to budget by 4% largely due to higher repair and utility costs. The forecasts for 2025 are £21.5k for income and £22.5k for expenditure; it is also assumed the development costs will be fully ofset by the Parish Council fund (£40k).

Average income seems to be stable at £22-£25k roughly half coming from Warders Surgery; this compares with the minimum (i.e. excluding discretionary/capital items) average annual costs of~ £20k, therefore £3-£5K surplus should be anticipated; though it is not realistic to think that no discretionary/capital expenditure is feasible over the medium/long term. Hire charges for the hall should be reviewed in 2025 to ensure the long term fnancial position is sustainable; this should include a review of Warders rental of £11,100/pa that was originally set back in 2018, noting this rental contract has come to an end.

Available funds remain healthy at £123,618 which does include (albeit conditional) £40,000 held by the Parish Council. The COIF investment grew 2% in the year and also paid a dividend of £326; whilst the NS&I returns remain lacklustre at 1%. Consideration should be give to moving some funds from NS&I to COIF or elsewhere to take advantage of better rates in the market.

Due to late payments timing debtors include Warder and PADs totalling £6090 also creditors of £660; both debtors and creditors were settled in January.

A summary of the 2024 fnancial position is to be submitted to the Charities Commission before the deadline of end October 2025. Publicly available information associated with ARNOLD HILLS HALL (302816) can be found on www.gov.uk/government/organisations/charity-commission.

Key risks include

  1. Sustainability of charity due to over reliance on Warders income. (LOW)

  2. Adequacy of insurance coverage in case of a catastrophic event. (MEDIUM)

  3. Poor returns on investments which erode the reserves (due to not keeping up with infation). (MEDIUM)

  4. Maintaining suficient funding to cover major investments such as renewal of heating system. (LOW)

John O'Shea (Treasurer)

September 2025

General