## **CHARITY NUMBER 510195** ## **PRIMROSE HALL** # **REPORT AND FINANCIAL STATEMENTS** # **PERIOD ENDED 31ST DECEMBER 2025** ## **CONTENTS** **P2. Officials and other details** **P3. Trustees Statement** **P4. Income and expenditure account** **P5. Balance sheet** **P6-7. Independent examiners report** **P8-10. Trustees Annual Report** 1 ## **PRIMROSE HALL** ## **OFFICIALS AND OTHER DETAILS** ## **TRUSTEE** ## **THE HORBURY HERITAGE COMMUNITY BUILDING PRESERVATION AND MANAGEMENT TRUST LTD** (COMPANY REG. NO. 4122636 / CHARITY NO. 1091935) **ADDRESS** **Primrose Hall** **4 Green Park Avenue Horbury West Yorkshire WF4 6EG** ## **REGISTERED OFFICE** **36 Beechwood Grove** **Horbury Wakefield West Yorkshire WF4 5JQ** ## **BANKERS** **National Westminster Bank PLC 56 Westgate Wakefield WF1 1XF** 2 # **PRIMROSE HALL** # **REPORT OF THE TRUSTEES FOR THE PERIOD ENDED** # **31 st DECEMBER 2025** The trustees present herewith their Annual Report with the accounts of the charity for the period ended 31[st] December 2025. ## **1. OBJECTIVE** To refurbish and reopen and manage Primrose Hall for the benefit of the community of Horbury and surrounding district. ## **2. TRUSTEES** The Trustees of Horbury Heritage CBP&M Trust Ltd who served during the period were:- Mr M C Cudworth (Chairman) Mrs E A Webster (Vice Chair) Mrs C M Cudworth Mr K Forman Mr C J Randall (Treasurer) Mrs I M Randall (Secretary) Mr T W Randall Mrs S Walker ------------------------------------------------------------------------------- ## **SIGNED ON BEHALF OF THE BOARD OF TRUSTEES** ------------------------------------------------------ ## Mrs I Randall - Secretary APPROVED BY THE TRUSTEES ON………………………………....... 3 ## **PRIMROSE HALL** ## **INCOME AND EXPENDITURE ACCOUNT FOR THE PERIOD** ## **ENDED 31ST DECEMBER 2025** |||**2025**||**2024**| |---|---|---|---|---| |||**£**||**£**| |**Income**||||| |Hirings||39,078||36,657| |Fundraising||1,091||1,209| |Grants||12,569||11,211| |Interest||5,009||3,490| |Other income(donatons and FIT)||924||| |**Total**||**58,671**||**52,567**| |||||| |**Expenditure**||||| |Wages,tax,NI||21,177||20,413| |Cleaningand hygiene||2,113||1,910| |Elec andgas||4,100||5,018| |Water||360||300| |Insurance||1,141||1,164| |Maintenance and repairs||16,810||9,338| |Sec/accountng/sundry/phone||1,342||1,483| |Advertsingand website||192||209| |Other|Note
1|9,514||10,552| |**Total**||**56,749**||**50,387**| |||||| |**Surplus/defcit onyear**||**1,922**||**2,180**| |||||| |Notes||||| |1.
Includes £2,000 grant to
HHT for Green Park
Account and £ 7,209 to
Mid Yorkshire Community
Foundaton for senior
citzens club in 2025||||| **PRIMROSE HALL** 4 ## **BALANCE SHEET AS AT 31 ST DECEMBER 2025** |**£ £**
**CURRENT ASSETS**
**Current account cash at Bank: 14,199**
**Reserve 122,090**
**Less liabilites – accrued grant for senior citzens club**
**NET ASSETS**
**FUNDS**
**C/fwd 31.12.2024 130,898**
**Net proft**
**1,922**|**136,289**
**(3,469)**
**132,820**| |---|---| ||**132,820**| For the year ending 31[st] December 2025, the company was entitled to exemption from audit under section 477 (2) of the Companies Act 2006. The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006. The directors acknowledge their responsibility for: i) ensuring the company keeps accounting records which comply with Section 386; and ii) preparing accounts which give a true and fair view of the state of affairs of the company as at the end of the financial year, and of its profit and loss for the financial year, in accordance with the requirements of section 393, and which otherwise comply with the requirements of the Companies Act relating to accounts, so far as is applicable to the company. ACCOUNTING POLICIES The financial statements are prepared under historical cost convention. SIGNED ON BEHALF OF THE BOARD OF TRUSTEES TRUSTEES - MR M C CUDWORTH …………………………….. - MRS I RANDALL......…………………………….... APPROVED BY THE BOARD ON……………………………….. 5 ## **PRIMROSE HALL** ## **INDEPENDENT EXAMINERS REPORT TO THE TRUSTEES OF HORBURY HERITAGE CBP&M TRUST LTD AND THE PRIMROSE HALL CHARITY** ## **REPORT ON THE ACCOUNTS FOR THE YEAR 31[ST] DECEMBER 2025** The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. ## INDEPENDENT EXAMINER: JULIE CRAVEN It is my responsibility to: - Examine the accounts under Section 145 of the Charities Act - To follow the procedures laid down in the general directions given by the Charity Commission (under Section 145(5)(b) of the Charities Act), and - To state whether particular matters have come to my attention. ## BASIS OF INDEPENDENT EXAMINERS REPORT My examination was carried out in accordance with general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a “true and fair” view and the report is limited to those matters set out in the following statement. ## INDEPENDENT EXAMINERS STATEMENT 6 In connection with my statement, no matter has come to my attention 1. Which gives me reasonable cause to believe that in any material respect the requirements: - To keep accounting records in accordance with Section 130 of the Charities Act. - To prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met, or 2. To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 3. I have not obtained independent verification of all investments with the Trustees for Horbury Heritage CBP&M Trust Ltd and Primrose Hall Charity ## NAME: JULIE CRAVEN SIGNATURE: ……………………………………………….. Relevant professional qualification or body NONE ADDRESS: 16 CLUNTERGATE, HORBURY, WEST YORKSHIRE, WF4 5AG DATE: 7 ## **THE HORBURY HERITAGE COMMUNITY BUILDING PRESERVATION & MANAGEMENT TRUST LTD** ## **Trustees' Annual Report 2025** ## **Company Reg No 4122636, Charity No 1091935 (Incorporating Primrose Hall Charity No 510195)** April 19th 2009 saw the Trust commence actively managing Primrose Hall as a community hall. Horbury Heritage C. B. P. & M. Trust Ltd is the Trustee of Primrose Hall Charity no 510195. The main purpose of refurbishing and reopening the Hall met one of Horbury Heritage C.B.P.& M. Trust Ltd Objects: "To preserve for the benefit of the people of Horbury and of the Nation, the historical architectural and constructional heritage that may exist in and around Horbury". The refurbishment of Primrose Hall fulfilled this Object and represents sustainable regeneration and management of a community hall to meet the needs of Horbury people and the wider community. Primrose Hall continues to make a valuable contribution towards social inclusion within the town, encouraging good community health and social relationships. The Trust has no direct responsibility for any other buildings as at December 31st 2025, but it has continued to be active in trying to protect the heritage of Green Park, Horbury and lobbying regarding several historic buildings within the town. We remain committed to improving the condition of and promoting a better future for Green Park. This was left in Trust for the use and benefit of the people of Horbury. Along with Horbury Common Lands Trust, Horbury Heritage Trust (HHT) undertook a feasibility study into how the park can be improved, managed and maintained if Wakefield Metropolitan District Council (WMDC) were to grant a long lease to HHT under a Community Asset Transfer. The Trustees also held a public consultation regarding our plans and had them substantially endorsed by the local community and has completed and been successful in applying for and being awarded a Community Asset Transfer. As a result, Green Park has been transferred to HHT under a 50-year lease, to manage and improve with a Friends of Green Park Horbury group. This group has been formed and is accountable to HHT. Financial support of £8000pa from Horbury Common Lands Trust and £2000pa from Primrose Hall will meet the projected running costs. The Trustees have continued payments of £2000 per annum from the Primrose Hall Charity to support the Green Park project preliminary and annual running costs. These funds together with grants and funds raised for the project are under HHT control and are shown as a specific reserve item in the balance sheet as well as being separately detailed in the income and expenditure of HHT. **Primrose Hall** : In respect of Primrose Hall's financial performance, 2025 has continued to see the Hall be financially healthy with hirings at high levels. Income from hirings remains the main source of the hall’s income. Grant income was again boosted this year by the grant raised to run a Senior Citizens Club though over 80% of that grant is paid over to Mid Yorkshire Community Foundation to promote and staff the Club; with Primrose Hall only retaining the value of the hire. The payment out is shown in the “Other expenditure” line of the accounts. 8 The Trustees particularly thank Horbury Common Lands Trust who continue to provide a much-appreciated annual award of £1,296 in 2025 towards our running costs. Expenditure remained similar to 2024 after allowing for inflation except for repairs and maintenance which includes the investment in installation of solar panels which were completed in March. Thanks are again due to Horbury Common Lands Trust who gave a grant of £3,000 towards the costs. The beneficial effect can already be seen on fuel costs this year compared to 2024, combined with a better gas deal. We have again increased salaries in line with inflation to reward our staff appropriately. The end of the year saw the retirement of our long serving manager, Karen Churchill, who has contributed in no small measure to the success of the hall. Our success in managing the income and expenditure prudently over 16 years has allowed us to retain healthy Primrose Hall bank balances totalling just under £133,000 at the end of this period. The Trustees are of the opinion that retaining a substantial reserve continues to be a prudent position as further major expenses will be incurred from time to time. We are aware that our boilers are coming to the end of their life and plan to replace them in 2026. **Horbury Heritage C.B.P.&M. Trust Ltd** : Despite the main focus of our activities being The Primrose Hall Charity, the Horbury Heritage C.B.P.& M Trust Ltd remains an independent legal entity and its’ accounts continue to be shown separately. Funds raised towards the Green Park project, but held by HHT are shown in a specific reserve. The Trust has continued to monitor and lobby Wakefield MDC regarding the closing of all conditions relating to refurbishment of the Grade II listed Carr Lodge Mansion and its associated parkland, along with Horbury Old Hall. As Carr Lodge is occupied the ability of the Trust to achieve more in this regard is effectively closed off. We have taken a close interest in the future of the listed former decontamination unit behind the old Town Hall. We continue to monitor the planning proposals for the redevelopment of the area surrounding the unit. We deem it prudent to retain a reserve within the Heritage Trusts accounts in case further expense is required in these or other areas of local heritage importance. The balances are currently sufficient to meet that objective. In future years the requirement to have digital accounts to submit to Companies House will involve the costs of suitable software to satisfy this requirement (around £130 a year). Discounting Green Park fundraising and costs, the main HHT accounts show a small surplus of £169 on the year, largely because of interest earned on balances. The sums held for Green Park are accumulating despite continuing costs of obtaining planning permission – which was achieved just before year end with the formal notice of planning approval awaited in the new year, when fund raising can begin again in earnest to redevelop the Park as planned. Total funds at year end to meet final fees to complete the planning application and satisfy conditions; and then to maintain and develop the Park amounted to £96,445 at 31[st] December 2025. This was despite the need to return a £10,000 Awards for All Grant because the period for spending it was expiring with the planning permission taking 18 months in the end to achieve. Grants received included £8,000 from Horbury Common Lands Trust for continuing support in maintaining the Park. Fundraising has continued and donations from individuals and small grants from local organisations totalling over £4,500 were also received including £1,286 raised at the 2025 Craft Fair (and around £400 for stalls prepaid for the 2026 Craft and Gourmet Food Fayres). Modest sums have continued to be invested in wild flower planting in the park, and a small orchard and increased hedging has been planted – towards the targets of improving the biodiversity of the park. 9 ## **ACCOUNTING POLICIES:** The financial statements are prepared under historical cost convention. ## **COMPANY LIMITED BY GUARANTEE:** Every member promises that if the Charity is dissolved whilst he/she remains a member, or within 12 months afterwards, to pay £1 towards the costs of dissolution and the liabilities incurred by the Charity whilst the contributor was a member. This concludes the Trustees Annual Report. 10