BURTON MEMORIAL HALL
CHAIR'S REPORT TO THE AGM to year end 31st March 2024
The year 202312024 was (I feel) one mainly of successes plus a challenge which is ongoing, of which more
later. The management committee has continued to meet monthly through the year, and at the 2023 AGM
we welcomed Jon Halligan and Brian Christian as new members onto the committee. In terms of activity in
the hall it has been a busy year, with an increase in bookings by some groups and the formation of new
groups, which all help to fill the calendar, and l am pleased to report the continuation of many of our usual
hirers, events and activities. Despite thi5 it became apparent that hire fees were still not covering the ever-
increasing hall costs, so the committee revised these with effect from I" July 2023.
During the year we ran a Spring Market in April, two Welcome to the Village Days (May and September), a
Summer Bingo in July, a Christmas Market in November, several Christmas bingo nights in November and
December, a Burns Night Supper and Ceilidh in January,. we also hosted a Psychic Night in June and the
annual Onion Show in September. The mid-monthly coffee mornings, which we started in June 2023, raised
over £IOOO during the financial year, which paid for the repairs needed in the hall car park in the summer of
2023. My thanks go to Helen Dawson for joining me in setting this up and keeping it going, to Paula Firth,
Jane Orr, Margaret Burton, Lynne Nolan, Jeanie Christian, and Stephanie Micklethwaite who also baked
cakes for us, and to Kath Hayhurst who provided plants and gifts for sale at several of them.
The twice rnonthly library book drop continued until November 2023, when it changed to one per month
coinciding with the library coffee morning, and my thanks go to Stephanie Micklethwaite, Sue Humphreys
and their volunteer5 who run these and who donate the profits from the coffee mornings to hall funds.
Our 200 Club has continued to grow under the management of Jane Orr, and latterly Katie Worsley, and has
contributed a welcome amount to hall funds. Jane stood down from role of 200 Club Manager in August
2023 but has mentored Katie who took over the role. Again my thanks go to Jane, Katie and to Stephanie
(who does the monthly prize draws) for all of their work on the 200 Club throughout the year.
In April 2023 we were awarded a grant of £3618 by the Baywind Energy Trust, which covered the cost of
replacing our ageing fluorescent lighting through the majority of the building with energy saving and more
effective LED light fittings and the installation of new emergency lighting in the main hall and other rooms. I
would like to thank the Trust for their generosity in supporting the Hall in this manner.
In May 2023 we received a £IOOO grant from the Eric Wright Charitable Trust, followed in November 2023
by a grant of £500 from Cumbria Community Foundation's Warm Spaces Fund, and a further £IOOO from
Westmorland and Furness Community Grants Scheme, all of which have covered the cost of providing a
warm space session open to anyone, each Wednesday afternoon in the reception room through the whole
of the 2023-2024 year. The sessions covered the provision of room hire, hot drinks, food, warmth and
companionship for 664 attendees during the financial year, and I would like to thank all our funders for
funding the sessions which have been much appreciated by those attending them. As part of the grants we
were also able to train a further 3 volunteers to Food Safety Level 2, giving us 6 now trained to this level.
In June 2023 we took part in the annual Great Big Green Week by holding a plant-sale and coffee morning at
the hall, and with a grant of £296 from Cumbria Action for Sustainability {CAFSI which paid for remedial
work to the boundary wall, plus the cost of compost, plants and stepping stones, we were able to support
Burton W.1. as they transformed the car park corner garden into a Community Herb Garden for the village. I
would like to thank CAFS for their financial support, Kath Hayhurst for her plants for sale and South Lakes
Repair Café for their donation of surplus garden materials and tools from their sale, and also the ladies of
Burton W.1. for undertaking the work and for their ongoing care and maintenance of the herb garden, and
Maddy Iddon who created the herb labels and the Herb Garden sign for it (the latter being made from one
of the wooden bars frorn the old main doors at the Hall).

In the summer of 2023 we were awarded a grant of £100 from Electricity North West via Simon Little, which
was used to provide a stock of new wine glasses and tumblers for the main hall.
Through the year we have received books to resell, and these,, along with potted up plant cuttings from
Sandra Reid, have also added funds into the hall kitty. Thanks to Sandra and all who donated books.
I would also like to thank Tim Clarke who kindly undertook to tile the walls behind the sinks in the Reception
Room kitchen for us, and who helped Barry Morgan and Alex Driver remove the inset lighting covers ahead
of the new LED lights being installed, and who all, with James Burton and Chris Nolan, tackle a host of small
maintenance tasks around the hall which save us the cost of employing a tradesman to do them.
During the year we applied for funds to help us progress our main hall roof replacement project, and were
successful in receiving grants from both the Holehird Trust and Westmorland and Furness Council which,
along with our Crowdfunder appeal in the Autumn plus other donations brought in a total of £6115. From
this we commissioned and paid for a structural engineering survey on the roof supports to check if they are
strong enough to carry the weight of the proposed new integrated solar panel roof, which the report
confirmed they are, so we are now ready to proceed with the planning application for the new main hall
roof.
I mentioned at the start of my report that we have faced a challenge through the year, this is due to the
ongoing issue of the north end flat roof leaks which, despite continuous attempts to contact the contractor
to remedy the problem, is still unresolved. Small areas have been patched but the problem persists, and we
are pursuing a resolution with the contractor and their supplier, a meeting with both has finally been
scheduled for the new financial year (April 2024).
As part of our routine management oversight of the hall the committee has been reviewing our hire
documentation and policies and procedures and, in view of the impending retirement of our long-serving
secretary-manager Helen Dawson, the committee looked into, tested and decided to adopt Hallmaster, an
online booking system, to manage the hall bookings from the Start of the new financial year 2024-2025. The
system can be found on the Hall's website and allows hirers to request, update or cancel bookings
themselves, but for anyone without internet access bookings can still be made by phone or personal request
as needed.
I would like to thank my fellow committee members for all of their advice and support for me in my role as
Chair throughout the last year, with particular thanks to Helen Dawson for managing the bookin85 and
minuting our often lengthy meetings,. to Raegan Preston who manages the accounts and keeps a close eye
on what we spend; to Chris Nolan for his advice and asslstance in dealing with remedial matters around the
hall; to our hard-working cleaning staff Margaret and Jame5 Burton,. and to all of the volunteers who come
along and help at the events we hold or offer assistance in any other way in keeping the hall going. As they
stand down from their trustee roles I would also like to thank Helen Dawson, Matthew Scott, Nicola Little,
Molly Long and Nicola Stephens for all their support for, and input into the Hall's activities through the year
between them they have served the Hall for almost 50 years and their support is very much appreciated.
Thanks also go to Gill and Akis at The Village Store for all their support of our activities,. to Burton News for
allowing us magazine space in each issue; to Joan Barkley for covering our activities in her columns in the
Westmorland Gazette and Lancaster Guardian; to Burton Morewood School for publicising our events via
their parent mail system,. and to those generous people who have given donations to hall funds throughout
the year. I'd also like to thank Action with Communities in Cumbria and Cumbria CVS for all their advice and
support about hall matters, via regular Zoom meetings or by email/phone, whenever it has been needed.
Report prepared by Anne Nichols, Chair 2023-2024

Burton Memorial Hall
505018
Receipts and payments accounts
CC16a
For the period
from
To
0110412023
3110312024
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the naarost
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Recel ts
Rent
Fundraisin9
GiftslDonations
Grants
Other
Bank Interest
22509
10580
7844
8068
298
824
15.8)8
4.930
1.628
2.000
J.454
307
10.880
B24
Sub total (Gross incon7e for
AR)
50123
00.628
27,957
A2 Asset and investment 8ales,
(see table).
Sub total
Total receipts
50123
505
A3Pa
ment8
InsuranG9
Repaiis & rnaini8nance
Fundra￿$&n9 exp$nses
Hall irnprovemeni
Secretary's honorarium
Secretsry's expenses
1556
8582
2861
4721
4176
52
7853
1144
2024
1.882
8.Q20
2.100
16,24)
4,176
117
s,4&s
1,047
1,876
.582
2.061
4.721
4,176
7,883
1,144
2.024
Waste Collection
Sundry
Sub total
32969
A4 Asset and investment
urchases.
see table
Sub total
zzza
Total payments
32969
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
17154
505
29140
46294
32,138
CCXX R1 accounts ISSI
0410612024

Section B Statement of assets and liabilities at the end of the period
Unrestricted
funds
to nearest £
Restricted
funds
to nearest £
Endowment
funds
to nearèst £
Categorl
Detalls
81 Cash funds
Current Account
Deposit Account
Building Society
Total cash funds
17.332
3,503
19,722
46,291
3,503
(agree balances with recdpls and payments
accounll811
Unrestrlcted
funds
lo nearest £
Restricted
funds
Endowment
funds
to nearest £
Detalls
io nearest E
Fund to which
asset bolon
Current value
Delalls
Cost loptionall
83 Investment assets
Fund to which
a$$•t belon
Current valu¢
tlonal
Details
Cost lopllonall
B4 Assets retained for the
charity's own use
Fund to whlch
rèlatès
Amount due
tlomal
When due
lonal
Details
B5 Liabilities
Signed by one or Iruslees on
behalf of all the trustees
jgn¥ure
Print Name
Dale of
roval
CCXX R2 accoLJnls ISSI
0410612024

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Sectlon A
Independent Examiner's Report
Report to the trusteesl
members of
On accounts for the year
ended
Charity no
(if any)
g65£)Ig
Set out on pages
I report to the trustees on my examination of the accounts of the above
charity ("the Trust") for the year ended
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordance with the requirements of the Charities Act
2011 ("the Act").
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying out my examination. I
have followed the applicable Directions given by the Charity Commission
under section 145(5){b) of the Act.
I have completed my examination, I confirm that no material mattors have
come to my attention (other than that disclosed below ') in connection with
the examination which gives me cause to believe that in, any material
respect..
accounting records were not kept in accordance with section 130 of
the Act or
the accounts do not accord with the accounting records
Independent
examiner's statement
I have no concerns and have come across no other matters in connection
with the examination to which attention should be drawn in order to enable a
proper understanding of the accounts to be reached.
Please delete the words in the brackets if they do not apply.
Signed:
Date:
Name:
Relevant professional
qualification(s} or body
(if any):
Address:
&* LOOO?J
(QJU
IER
October 2018

Section B
Disclosure
Only complete if the examiner needs to highlight matters of concern (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.
IER
October 2018