Trustees’ Annual Report for the period
From 1[st] April 2021 to 31 March 2022
Charity name: Medbourne Village Hall
Charity registration number: 514756
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The purpose of the Charity is to manage Medbourne Village Hall for the use of the inhabitants of Medbourne with no distinction of political, religious or other opinions. |
| 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 |
The Hall is used for meetings, lectures and classes and for other forms of recreation and leisure time occupation with the object of improving the conditions of life for the said inhabitants. |
| 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 had regard to the guidance 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 | The Charity does not make grants. |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | All Trustees are volunteers giving their time and resources freely. |
Other
Other volunteers assist with running and organising events for and on behalf of the Village Hall and give their time and resources freely.
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 achieves its objectives by ensuring the Hall is well maintained. Repairs are carried out promptly and the heating and lighting are maintained at appropriate levels. During the year the Trustees successfully completed significant improvements to the building as the start of an ongoing, major renovation of the Hall. The improvements included providing better access to the building and upgrading an area used by local medical practitioners providing a vital service to the community. |
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 |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the year end the Charity’s reserves were reduced due to the building works undertaken. However, he Trustees believe the retained reserves leave the Charity finances in good standing for the future.. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Reserves held at March 2022 £29,945 including £10,568 ringfenced items |
| Amount of reserves held | Para 1.22 | Total reserves at the year end were £29,945 |
| 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 |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 principle source of funds is from the letting of the Hall, fundraising events, donations and grants |
| 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 | |
| Other | Fund raising and grant applications continue in order to progress the programme of renovation and refurbishment. |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The Charity is an unincorporated organisation. |
| 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 | Trustees are selected from volunteers applying to the Committee. |
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 | New Trustees are issued with the Charity Commission publication “The Essential Trustee” and complete a Trustee declaration. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The Charity is run by a committee of volunteers. Members of the committee are Trustees of the Charity. |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Medbourne Village Hall |
|---|---|
| Other name the charity uses | |
| Registered charity number | 514756 |
| Charity’s principal address | C/o 10 Rectory Lane, Medbourne, Market Harborough, Leicestershire LE16 8DZ |
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) |
|---|---|---|---|---|
| Brian Godfrey | Chair | |||
| Carolyn Frostwick | Treasurer | |||
| Stephen Howden | Secretary | |||
| Karin Goodburn | ||||
| Lynn Easton | ||||
| John Young | ||||
| Kelle-Rich Garner | ||||
| Chloe Shuttlewood | ||||
– 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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Clerk to the Trustees |
Carolyn Frostwick | 10 Rectory Lane, Medbourne, Market Harborough LE16 8DZ |
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) Carolyn Frostwick Position (eg Secretary, Clerk to the Trustees Chair, etc) Date 31 January 2023
Medbourne Vlllage Hall Trust Income and Expenditure Account Year to 31 Marth 2022 2021 Income Hlre of Hall PlayEroup riddly Winks Scouts Others Consultin£ Room MislIaneOUS IncomelDonatOons 1.663.49 121.07 627.IXI 3,876. I.(KI 4,146.67 460.00 918.07 10.375.00 8,087.56 1.650. 74.89 9A1145 IS.899.74 500.00 164.75 16.234.99 Parlsh Council Grants Investment Income Total Income - Ordlnary a¢ii¥ltl•s Less Expenses L164.12 690.67 422.35 1,203.58 118.23 3.716.92 1.369.20 4A72.22 402.17 271.75 228.93 1,160.82 236.46 549.29 Gas Water Insuran¢e Rent Caretaking In¢l. Materlals Malntenance Malntenance Eqylpment Mlsc, Totsl Expenses Grounds Bulldlr 957.84 99.87 82.76 360 13,917.29 6,873.89 Net SurplusllDeflcltl Ordlnary Actmtles 14.104.841 8,861.10 Donatlons for chairs and tables 8rought b/1 Transfer to resioration fund 6,252.50 5.746.79 505.71 1505.711 505.71 Rarttsr¥tlon Fund- 81$ Donatlons Recelved Transfer Irom reserves Fund Ralsin8 Professional fundraising fees Expenses Incured Current Balance 33,410.48 17,041. I5,0. 3.678.63 16.148.601 154,528 671 8.452A4 24,473.95 28,435.00 983.14 19,208 001 111.273 611 33,410.48 DÈfibrilator Fund Transferred Jan 2017 2,134.83 2.134.83
Medboume Willage Hall Trust Statement of Capital Year to 31 Marth 2022 Brought Foard Santsnder current account Cash Balance MHBS 42.135.74 384.70 31.993.19 74.513.63 23.842.66 469.20 32,157.94 56,469.80 Totsl Total Surplu5/Deficit In year Restoratlon Fund ReCeiptslExpereS Defibrilator Fund RetelptslExpenses Balance Cairied Forward 14,104.841 140,463.351 8.861.10 9,421.53 1238 801 74,513.63 29,945.44 Ilepresented by Santsnder Current account Cash Balance MH8S 18.753.02 124.34 11,068 08 29,945.44 42,135.74 384.70 31.993.19 74,513.63 Designated Funds Held [1brI11atOT Fund 2,134.83 2,134.83 Appeal Fund Phase 2 Pledged to restoration fund Appeal Fund Balance 8.452.84 33,410.48 15,C(JO.00 48,410.48 8.4S2.84 WorkJn8 capltal 19,357.77 23,968.32
(HARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl memrS of QILLA 4£ HOLL On accounts for the year ended trMAIc4 31 aoJ Charity no {rf any) Si&tlS6 Set out on pages 'D&f w inclL¥J• me 0¥ ofaddili¢n81 sheet81 I report to trustees on my examinatk)n of the accounts of the above ctwty (Ih8 Tmsf) f(r the year end9d Respon8lbllltles ond bas1$ of report As the charity's truste85. you are respxThible fcy the preparatkjn of the accounts in a¢¢C8 wlth ts requirements of the Charities Act 2011 ('the Acr). I report in respect of my examination of Ihg Trusfs acccNJnts oarrknj c LrKler section 145 of ts 2011 Act and in ¢aryiThJ out my éxamination, I have fr4kMied all the appIable DeCtNE grven by th8 Charity Commls8lon ur¥Jer sectv)n 145(5)(bl of the Art Ind6pendent tTh8 charity's woss incc¥ne excethl £250,(D) l am qualffiad to •xamlnerfs ststement ertake the examinalion by being a qualrfied member of [Insert name of icatAe Ilthj LKty]]. De18t8 [ l rfnot I have comwed my examination. I confim tt)at no material matters have come to my attentim in COn¢t1 with the examinatirm (other than that iJsclos&J bdow ") whh gives me Cause lo believe that in, any material the &counting rec(Kds ww8 rKrt kopt in accorda8 with sectlon 130 of the Charities Act: or the acc(KJnts did Th)t accord with the accounting recLYds,' or the accounts did 1 comply with the applicabb requirements conceming the fonn and ¢(tsnt of accwnts set t in the Charitses {kncounts and Repxxts) RegulatKY)s 28 other Ihan any requirement that the aCCnts give a ts and fair, vi8w which is not a matter ¢¢)nsed as part of an indepeThdent examinatron. I have r)0 concems arKI have CLyne acr5 no other matters in connectic with the examinalion to which attentil should be drawn in this rèport in der to 8natA8 a woper urkjerstandlro of the accounts to be réached. . Pkaso daloto the words in the brackots rfthgy do Th)t 8y. Slgn8d: 23 Name: QMILIQ LM4QLE3 JALIs4 Rolevant professlonal quallflcatlon(s) or body (If any): Mf6EQ 0¢ TME dSSo¢i4Tiym 0¢ IER (kt 2018
Address: ?0 Hi 37¢$ FT $7Ci LEIS qq Section B Disclosure Onty c(Hnplete If the examiner needs to hghlMJht material matters of concem (see CC32. ITx1ent examinaticfft of Charity accounts: directions and guKJance for examirErs). Gfve here brlof details of any Iterns that tho examlnor wlsh•s to dlsclose. IER Oct 2018