Trustees’ Annual Report for the period
From 01/05/2021 Period start date To 30/04/2022 Period end date
Charity name: Llanwarne and District Village Hall
Charity registration number: 520970
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Provide and run a village hall for the use of the parish and surrounding areas |
| 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 |
Provision of facilities, maintenance of such facilities, and ensure they are fit for purpose – thereby securing funding to improve and upgrade facilities as necessary |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have had regard to guidance and are aware that we only need to provide a brief summary of the main activities undertaken, as we are a smaller charity |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | Volunteers give their time without charge to benefit the hall and local community through ensuring the building is well maintained and safe, and running events to support the local community. |
| Other | N/A |
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 | Money has been raised by the charity to carry out necessary refurbishment, and improve facilities for the community. This work was completed during Lockdowns and enabled the hall to be a welcoming facility to enable the local community to engage in social, administrative, cultural and wellbeing activities after being isolated during the pandemic. The improved facilities included adding digital connectivity and wifi to the hall which has supported the local community in accessing services and extending its cultural and administrative offer to the wider community. |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | Heating system has been installed, Main hall insulated. Main hall damp proofed, Disabled access to garden provided. Digital upgrade and fibre broadband installed to facilitate access to services, and provision for screening of information and events Outside area is undergoing improvement |
| Performance of fundraising activities against objectives set |
Para 1.41 | Fundraising activities have performed well and all funds were raised to meet objectives set for main hall. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Accounts show a loss as grants received during previous year were spent on refurbishment |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Funds are held in deposit account for use on unforeseen maintenance/ emergency funds. These reserves include a loan from Defra for Village Halls to enable essential works to building to be completed. |
| Amount of reserves held | Para 1.22 | £36,522.32 |
| Reasons for holding zero reserves |
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 | Grants received from: Bernard Sunley Trust House Charitable Foundation Herefordshire Community Fund Eveson Trust Garfield Weston Foundation Awards for All Pomona Solar Community Co-op Lottery Digital Fund (Community First) Acre (DEFRA) Social events including film evenings, quiz evenings, and live music are held. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | All funds raised by the committee are invested back into the village hall. |
| A description of the principal risks facing the charity |
Para 1.46 | Principal risks include lack of community use and cost of essential repairs being unmet leading to deterioration of the asset. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
N/A | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Conveyance deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charity without a corporate structure with wider membership and constitution (set out in conveyance document) as governing document |
| 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 elected at AGM |
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 | N/A |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Member of Community First who advise on general hall procedures. Committee elected at AGM to run events and maintain premises |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other | N/A |
Reference and Administrative details
| Charity name | Llanwarne and District Village Hall |
|---|---|
| Other name the charity uses | |
| Registered charity number | 520970 |
| Charity’s principal address | The Village Hall Llanwarne Hereford HR2 8JE |
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) |
|---|---|---|---|---|
| JeremyHelme | Chair | |||
| RosemaryPrice | Treasurer | |||
| Pene Haines | Secretary | |||
| Margaret Lambert | Vice Chair | |||
| Harriet Birchley | Committee member | |||
| Toni Fagan | Committee member | |||
| Ravi Das | Digital advice member |
|||
– 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 N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/A 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) Position (eg Secretary, Chair, etc) Date |
J Helme | |
|---|---|---|
| Jeremy Helme | ||
Chairman |
||
| 26/02/2023 | ||
| 26/02/2023 |
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