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2025-03-31-accounts

WEST MONKTON VILLAGE HALL

Registered Charity No. L2/304670/1

ACCOUNTS

YEAR TO 31ST MARCH 2025

Page 1 - 3 Annual report (inc Management committee members)

WEST MONKTON VILLAGE HALL ANNUAL REPORT FOR THE YEAR TO 31ST MARCH 2025

West Monkton Village Hall, Monkton Heathfield, Taunton, Somerset, is a charity registered with the Charity Commissioners (L2/304670/1) and constituted by a scheme dated 4th December 1980.

The charity is administered by a management committee comprising:Chairman Mr Raymond Tully Secretary Vacant Treasurer David Bell Booking Officer (Honorary Position) Ian Pitchfork Hall Manager (Honorary Position) Ian Pitchfork

All members are as given on page 3

Appointments to the Committee during the year: None Retirements during the year: None

The Honorary Members are NOT Trustees. Independent Trustees are elected at the Annual General Meeting and can be co-opted during the year at a Management Committee Meeting. The other Trustees are appointed as representatives of the Users of the Hall. Tony Raymond is an Organisation Representative who may occasionally attend Committee Meetings but has declined to become a Trustee so he does not have a vote.

Our long term cleaners Kim and Simon Cooper stepped down in March 2024 and have been replaced by Jonathan Barton and Lisa Davis who we are very pleased with. David Bell our Treasurer, who is selfemployed, has kept books and records during the year from which the accounts have been prepared. Honoraria has been paid to the Honorary Members of our Committee, as detailed on page 3, as a token of our appreciation of their continued support during the year.

The Bankers are Lloyds Bank Plc, Taunton.

The object of the Charity is the provision and maintenance of a Village Hall for the use of the inhabitants of the parish of West Monkton with the object of improving the conditions of life for the said inhabitants. The aim of the Committee is to provide first class facilities at an affordable cost. The Charity continues to work for the public good and provide facilities for a diverse range of activities and organisations. Activities include:- Pilates and fitness classes, Badminton, Drama, Circus Skills and Table Tennis. Organisations include WI, Brownies, Photography Group, Hardy Plant Society, SW Orchids, Model Railway, Art Group, Model Trams, Puppy Training, Brazilian Dance, Over 60's exercise, U3A Bridge Club and Crusaders Friendship Group.

Since the introduction of the new booking system in January 2023 we have seen a steady increase in the number of bookings, not only from new groups but locals as well, so much so that some bookings are made up to 2 years in advance to guarantee a date.

The financial year ended with the Receipts and Payments Account for the year showing a operating cash surplus of £19934 compared to surplus of £8626 in the previous year as follows:-

Page 1

1. Operating Cash Surplus for the Year
Village Hall Account Page 5
Fundraising Page 9
2. Exceptional Expenditure during the Year
Village Hall Page 7
Cost of major additions (Note 1)
Cost of major replacements (Note 2)
New Equipment (Note 3)
Heathfield Hall, Kitchen and Schofield Room
Refurbishment Account (Page 10)
Cost of major additions and replacements
during the year
Net Cash Surplus/(Loss)
Cash Funds at the beginning of the year
Cash Funds at the end of the year
3. Cash Funds represented by the following
Bank Balances
Village Hall Account (Page 6)
Heathfield Hall and Kitchen
Refurbishment A/c (Page 8)
Total Cash Funds at the end of the Year
31.3.2025
18586
1348
19934
0
0
1776
1776
0
1776
18158
59488
77646
76620
1026
77646
31.3.2024
7198
1428
8626
0
0
550
550
0
550
8076
51412
59488
58034
1454
59488
31.3.2024
7198
1428
8626
550
8076
51412
59488
58034
1454
59488

4. Notes to the Accounts

A surplus of £18158 (2024: surplus of £8076) was realised in such a year.

The Heathfield Hall and Kitchen Refurbishment Account, now renamed Fundraising Account, continues to improve its funds. The surplus for the year was £1348 (Page 9) with a cash balance of £1026 at the end of the year. The main income came from regular weekly Coffee Mornings . Total funds now raised stands at £96317. A great effort from all involved. Thank you.

Page 2

MANAGEMENT COMMITTEE MEMBERS

Chairman Mr Raymond Tully Secretary Vacant A. Honorary Positions Booking Officer Ian Pitchfork Hall Manager Ian Pitchfork Security Officer Mr Martin Ellis B. Independent Elected Members Mr Ian Frearson Mr Colin Ayres

B. Independent Elected Members Mr Ian Frearson Mr Colin Ayres C. Representatives of Organisations in the Village West Monkton Evening WI Mrs Iris Pigott Monkton Players Mr Tony Barratt St. Augustine’s Church Mr John Roynon West Monkton Parish Council Mr Raymond Tully D. Self Employed Member Treasurer Mr David Bell

Note:- Mr Ayres may attend committee meetings but has declined to become a trustee. He does not have a vote.

The Honorary Positions are held by dedicated officers of our committee who are paid a small honoraria each year.

This report was approved by the board on……………………….

and signed on their behalf by:

…………………………………….

Raymond Tully (Chair)

Page 3

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES

OF WEST MONKTON VILLAGE HALL

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2025 which are set out on pages 5 to 11.

Responsibilities and basis of report

As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Mrs M Hutchings Apsleys Chartered Accountants Date:

21 Bampton Street Tiverton Devon EX16 6AA

Page 4

WEST MONKTON VILLAGE HALL

RECEIPTS AND PAYMENTS ACCOUNT YEAR TO 31ST MARCH 2025
INCOME RECEIPTS
2025
Trading Activities
Hire of Hall
57463
Retention from deposits
0
Grants and donations
Grants
0
Donations
100
TOTAL RECEIPTS
57563
PAYMENTS
Buildings and Grounds
Water Rates
1,026
Gas
2799
Electricity
3028
Insurance
2364
Repairs, Renewals and
Certification (including
redecorating)
14158
Car Park Rent
177
Cleaning & Refuse
11784
35336
Administration
Postage, Stationery, Printing
108
Telephone
318
Honoraria
1512
Performing Rights
275
Independent examination Fee (See note)
1140
Sundries
(Including Licences)
1118
4471
TOTAL PAYMENTS
39807
EXCESS OF RECEIPTS OVER PAYMENTS
17756
Add Interest Received
Lloyds
830
Excess of Receipts Over Payments
For the Year (Page 6)
18586
RECEIPTS AND PAYMENTS ACCOUNT YEAR TO 31ST MARCH 2025
INCOME RECEIPTS
2025
Trading Activities
Hire of Hall
57463
Retention from deposits
0
Grants and donations
Grants
0
Donations
100
TOTAL RECEIPTS
57563
PAYMENTS
Buildings and Grounds
Water Rates
1,026
Gas
2799
Electricity
3028
Insurance
2364
Repairs, Renewals and
Certification (including
redecorating)
14158
Car Park Rent
177
Cleaning & Refuse
11784
35336
Administration
Postage, Stationery, Printing
108
Telephone
318
Honoraria
1512
Performing Rights
275
Independent examination Fee (See note)
1140
Sundries
(Including Licences)
1118
4471
TOTAL PAYMENTS
39807
EXCESS OF RECEIPTS OVER PAYMENTS
17756
Add Interest Received
Lloyds
830
Excess of Receipts Over Payments
For the Year (Page 6)
18586
RECEIPTS AND PAYMENTS ACCOUNT YEAR TO 31ST MARCH 2025
INCOME RECEIPTS
2025
Trading Activities
Hire of Hall
57463
Retention from deposits
0
Grants and donations
Grants
0
Donations
100
TOTAL RECEIPTS
57563
PAYMENTS
Buildings and Grounds
Water Rates
1,026
Gas
2799
Electricity
3028
Insurance
2364
Repairs, Renewals and
Certification (including
redecorating)
14158
Car Park Rent
177
Cleaning & Refuse
11784
35336
Administration
Postage, Stationery, Printing
108
Telephone
318
Honoraria
1512
Performing Rights
275
Independent examination Fee (See note)
1140
Sundries
(Including Licences)
1118
4471
TOTAL PAYMENTS
39807
EXCESS OF RECEIPTS OVER PAYMENTS
17756
Add Interest Received
Lloyds
830
Excess of Receipts Over Payments
For the Year (Page 6)
18586
2025 2024
57463
0
0
100
57563
1,026
2799
3028
2364
14158
177
11784
35336
108
318
1512
275
1140
1118
4471
39807
17756
830
18586
41195
0
0
250
41445
638
2388
3123
2279
9680
177
12271
30556
69
909
1424
636
1116
691
4845
35401
6044
1154
18586 7198

Note: The fee for preparing and examining these accounts will be approximately £1200 including VAT (2023/24 £1140) and will be paid after 31st March 2025 hence it will appear in next year's Receipts and Payments Account.

Page 5

WEST MONKTON VILLAGE HALL STATEMENT OF ASSETS AND LIABILITIES AT 31ST MARCH 2025

ASSETS
Major additions(page 7 Note 1)
New Equipment(page 7 Note 3)
MONETARY ASSETS
Lloyds Current Account
Lloyds Fixed Term Deposit
Less deposits received
In advance
GENERAL RESERVE
Opening Balance
AddExcess of Receipts over Payments
(Page 5)
LessEquipment written off
AddPayments by Fundraising (page 9)
Numatic Baby Floor Scrubber
2025 2024
13296
16990
30286
76620
106906
86544
18586
105130
0
1776
106906
13296
15214
28510
58034
57020
20000
28234
30000
77020
(400)
58234
(200)
1776 0
86544
79346
7198
86544
0
0
106906 86544

Page 6

WEST MONKTON VILLAGE HALL YEAR TO 31ST MARCH 2025

NOTES TO THE ACCOUNTS

Note 1 Cost of Major Additions
Previous Years
Brought forward
This Year
Note 2 Cost of Major Replacements
Note 3. Cost of New Equipment
Previous Years Brought forward
This Year
Numatic Baby Floor Scrubber
Wrote off
None
31.3.2025

Page 7

WEST MONKTON VILLAGE HALL HEATHFIELD HALL AND KITCHEN REFURBISHMENT ACCOUNT STATEMENT OF ASSETS AND LIABILITIES AT 31ST MARCH 2025

Assets
Heathfield Hall
Cost to Date
Less Grants Received
Taunton Borough Council
West Monkton Parish Council
Other Grants
Village Hall Refurbishment
Cost to Date (Page 11)
Less Grants Received
Awards for All
West Monkton Parish Council
Garfield Weston
Somerset County Council
Dishwasher
Bernard Sunley Trust
Taunton Deane Borough Council
Fundraising Surplus
Cash with Lloyds TSB
Account No. 3278362 (page 9)
Net Assets at 31st March 2025
Funded as Follows
Capital Account
Contribution by Village Hall Funds
General Reserve
Brought Forward
Payment for new Sound System
LessRepaid to Village Hall Funds
Numatic Baby Floor Scrubber
Donation for equipment hire
Fundraising to 31st March 2025
See (Page 9)
31st March 2025 31st March 2025 31st March 2024 31st March 2024
222786
70000
50000
20466
140466
82320
152127
10000
4000
1500
1500
1000
92563
110563
41564
123884
1026
124910
30369
0
30369
1776
0
28593
96317
124910
222786
70000
50000
20466
140466
82320
152127
10000
4000
1500
1500
1000
92563
110563
41564
123884
1454
125338
30369
0
30369
0
0
30369
93541
123910
30369
93541
123910

Important Note - The cost of the Main Village Hall and how it was paid for by village funds, grants, etc has still to be established and added to this account in order to present a full Statement of assets and liabilities position.

Page 8

WEST MONKTON VILLAGE HALL HEATHFIELD HALL AND KITCHEN REFURBISHMENT ACCOUNT

FUNDRAISING RECEIPTS AND PAYMENTS ACCOUNT YEAR TO 31ST MARCH 2025

Fundraising Receipts
Coffee Mornings
Quiz
Soup and Pudd
Net Income from Fundraising Year to
31st March 2025
Add Accumulated Fundraising to
1st April 2024
Accumulated Fundraising to
31st March 2025 (Page 8)
Reconciliation with Bank Account
Cash Funds at 1st April 2024
AddFundraising for this year
LessPayments for Main Hall
Fundraising
Cost of
Numatic Baby Floor Scrubber
New Projector
Cash Funds at 31st March 2025 (Page 8)
31st March 2025 31st March 2024 31st March 2024
1348
0
0
1348
94969
96317
1454
1348
2802
1776
0
1776
1026
1228
0
200
1428
93541
94969
576
1428
2004
0
0
550
550
1454
Page 9
1228
0
200
1428
93541
94969
576
1428
1454
Page 9
WEST MONKTON VILLAGE HALL
HEATHFIELD HALL, MAIN HALL KITCHEN AND SCHOFIELD ROOM
REFURBISHMENT ACCOUNT COST TO DATE
YEAR TO 31ST MARCH 2025
2011/12
August
Aspen Catering Equipment
Lynham - Mixer Taps
September
Taunton Timber Materials
Gray Electrical - Electrical Work
Aspen Catering Equipment
Stewart Plumbing
Lynham - Steel, Silicone, etc
Howden Joinery - Cupboards, etc
October
Aspen Dishwasher Racks
Hicks Paint
Fridge
Aspen Baskets, chopping Boards, Sign
C & P Stainless Steel Fitments
2012/13
January
Howdens - Kitchen Shelving
March
Aspen - Hot Cupboard and Microwave Oven
November
Heathfield Hall - Tea Boiler, Plumbing, etc
2013/14
May
Quantock Interiors - Suspended Ceiling
Schofield Room
J A Bell - Flooring, Schofield Room
October
Heathcoats - Curtain Material - Schofield Room
December
Howdens Joinery - Store Cupboards Heathfield Hall
2014/15
January
Second Chair Trolley
Feb/March
Disabled Toilet
2015/16
September
Fencing
December to
Roof covering, flooring and lights to
March 2016
Walkway joining Heathfield Hall and
Main Kitchen
2016/17
October
40 Chairs for Schofield Room
2017/18
New Chairs for Main Hall
5869
53
26
1090
5869
568
57
1426
35
13
249
59
1186
75
1467
1429
1559
2875
494
193
95
5216
5010
10226
29697
1261
4118
5379
35076
2070
37146
4737
41883
Page 10
5869
53
26
1090
5869
568
57
1426
35
13
249
59
1186
75
1467
1429
1559
2875
494
193
95
5216
5010
10226
29697
1261
4118
5379
35076
2070
37146
4737
41883
Page 10
35076
2070
37146
4737
41883
Page 10

2018/19

New windows
Floor tiles
Screen walls and doors
Toilet refurbishment
Curtains
Blinds
2019/20
Curtains
Projector
Tables (10)
Trolley
Mobile Trolley
2020/21
New Sound System
2021/22
New Intruder Alarm System
Lock Cylinders for New Alarm System
Additional Key Fobs for New Alarm
New Dishwasher
2022/23
Drayton Wiser System
2023/24
Projector
8626
1562
24919
49949
6308
1199
92563
1296
425
908
219
119
2967
7680
7680
2865
306
144
2255
5570
914
914
550
550
152127
8626
1562
24919
49949
6308
1199
92563
1296
425
908
219
119
2967
7680
7680
2865
306
144
2255
5570
914
914
550
550
152127
152127

Page 11