Trustees’ Annual Report for the period
From 1/01/2022 To 31/12/2022
Charity name: WILLASTON MEMORIAL HALL
Charity registration number: 520090
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the charity is the provision and maintenance of a village hall for the use of the inhabitants of Willaston without distinction of political, religious or other opinions, including use 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. |
| 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 |
1. Letting of the Hall to groups and individuals for the types activities mentioned in the charity’s object. 2. Maintenance and enhancement of the premises. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confirm that they have complied with the object of the charity under the Trust Deed and their duty under Section 4 of the 2006 Charities Act to give due regard to the guidance on public benefit published by the Charity Commission. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 |
Other
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 trustees have managed the Hall throughout the year, making it available for hire by local groups and individuals. 17 different groups hired the Hall on a regular basis for activities ranging from Brownies to a club for the elderly to health-related activities, such as Pilates. The Hall is used as venue for a pre-school every weekday during term-time and is used most evenings by other groups. The activities undertaken improve the conditions of life of the inhabitants of Willaston village. Twice a week, the Post Office operates from the premises, offering services to the inhabitants of the village which would not otherwise be available. When not in use by local groups (mostly at weekends and during the school holidays) the Hall can be hired out to individuals for events such as parties and weddings. This brings in additional income to support the running and maintenance of the Hall. The trustees made the Hall available free of charge for events to celebrate the late Queen Elizabeth’s Platinum Jubilee in June 2022. |
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
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Income for the year was £25,509, comprising £20,844 from regular hires, £4,472 from ‘one-off’ hires, £80 donations and £112 interest. Expenditure was £19,932, comprising £7,444 for repairs and maintenance, £5,830 for cleaning, £5,181 for energy, utilities and insurance and £1,477 for sundries. The excess or income over expenditure (£5,577) has been added to reserves. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity’s reserves are held to fund future major refurbishment/development of the Hall. The last major refurbishment was carried out in 2017 and was funded from reserves and charitable grants. |
| Amount of reserves held | Para 1.22 | £45,345 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
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 |
|
|---|---|---|
| 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 |
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 | Charitable trust/unincorporated association. |
| 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 | The trust deed provides for the Committee of Management to comprise four elected members and up to nine appointed by local organisations specified in the trust deed. The Committee of Management may also appoint up to three co-opted members. Vacancies for elected members are publicised in the village. The trustees are appointed/elected annually at the AGM. The trustees have also decided to co-opt a small number of volunteers onto the Committee of Management, although these members do not have the responsibilities or voting rights of trustees. |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Willaston Memorial Hall |
|---|---|
| Other name the charity uses | |
| Registered charity number | 520090 |
| Charity’s principal address | The Green Willaston Neston CH64 2XR |
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) |
|---|---|---|---|---|
| Catherine Jones | Chair | |||
| Doreen Francey | Secretary | |||
| Keith Greenfield | Treasurer | Until 12 July2022 | ||
| Lisa Nicholls | Treasurer | From 12 July2022 | ||
| Sheena Chalmers | Willaston Girlguidingunits | |||
| Valerie Fisher | WillastonheyWI | |||
| Jacqueline Jenkins | Willaston CountryMarket | |||
| Robert King | Until 29 March 2022 | Willaston Residents and Countryside Association |
||
| Suzanne Mills | From 29 March 2022 | Hadlow Green Singers | ||
| ShirleyDuncan | Bookings Secretary | Co-opted | ||
| Amanda Herbert | Until 29 March 2022 | Co-opted | ||
| Councillor Myles Hogg |
Co-opted | |||
– 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 | |
|---|---|---|
| Offical Custodian for Charities |
||
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)
Type of Name Address adviser
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) Catherine Mary Jones Position (eg Secretary, Chair Chair, etc) Date 21 September 2023
I CHARITY COMMISSION | FOR ENGLAND AND WALESI Independent examinerfs report on the accounts Section A Independent Examiners Report Report to the trn$tee ' members of j Wllaston Mamorial Hall Ckn accounts forthe year . 31112r2022 Irf any) 520c)20 Set out on ge5 . I report to Ihe trustees on my exaxinatron ofthe lUnts of 81*)ve charity I'the Trust-l fcf the year ended 3111212022. Responsi"lItieS and As the charity Iwsleès of the Tnjst. Y are respsIble ttsr th• prepafébon basls of r•port of Ihe arzounts In &c(xttar¢e wlh the wiremonts ofthe Chantses Act 20111lhe Acri. l In $e¢t of my examinaty" of frtjst's acc(wnt5 canigu out under sectton 145 of the 2011 Act and in caryirg ¢>Jt my examiTr3tion. I have lollowed the aprAicable DiTeayons given by the Chanty Cornmissi¢ under $tIOn 14515llbl of the Act Independent I hav• completed my examinabon I cth that matenal matters have examiners statement come lo my attenttr)n I in Con¢t with e examtnatson which give5 me cause lo bVe thal in, any matenal respert accc¥Jftting records werè rt kept in xcordm wth Settion 13Q the Act Ihe accolts (Jo aCC(d with the aCcnrj records I have no concerns and have ccffle across no othér rnatters In cy)nne¢lion h the examirobon lo which atieniion SUl(l drM In <)rder to enabl¢ a OP8r wderst8n¢Jing of the accounts to b8 reached. ' Fleas e Ilk¥ wor(ts in lifYo0 notwty. 20LS Name.. Relevant professional f" _ qualifi"cationl$l or btyty Addres5: 1 Ilr£TriCL IER October 2018
Section B Disclosure Cmiy complele Il Lhe examiner d$ to hMJhlighl rnatlers ot c0mIS•e CC32, Independent exaTnination of d)anty accounts.. arKI guidar fof ex8fninersl. Give hern brief details of any items Ihat the examiner wshes to disclose. IER OCtor 2018
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