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2025-03-31-accounts

July 2025 AGM Chair person’s report

As last year, this report will be brief. We have had another busy year finishing off the major refurbishment project, completing everything within budget and mandatory deadlines. We will not rest on our laurels and are thinking about applying for another UK Shared Prosperity Fund Grant to perhaps put in a lift, hearing loop and further enhance the electrics. This will be discussed at the committee meeting which follows this AGM. Staffing and volunteers have remained constant.

Financially LBPHVI is ok although we do need to keep on top of income and spending. The refurbishment work has enhanced the building but did also use up some of our reserves. I cannot thank Lin enough for all the work she does monitoring the finances, paying the wages and keeping records. It is easy to forget that she puts in all the time and effort needed on a voluntary basis.

We have a strong staff and volunteer team and committee each member of which brings their own ideas, skills and knowledge. Strength of character and forceful personalities are a huge asset to any organisation as they provide ideas, energy and drive which in turn bring successes. They also throw up the odd conflict / disharmony in the team that is not always pleasant to deal with, but I accept that it is part of my territory. In my opinion, the positives that this team bring to our project far outweigh the minor niggles. As an individual, I have sat back a little and analysed what we all bring to our organisation and what we have achieved. I would encourage everyone to do the same at some point. This reflection endorses my opinion that I am privileged to be part of Low Bentham Public Hall and Village Institute.

If anyone has questions or comments on this report please bring them up at the meeting, email me on julielbridgeman@gmail.com or ring me on 07939059812.

As you know, I do not live in Bentham anymore and am happy to step down as chair if people on the ground feel that the chair should be more of a physical presence.

Julie Bridgeman

Low Bentham Public Hall and Victo Income and Expenditure from 1st April 202

2024/2025 2023/2024

Income
Room Hire
Helen Howard 4111.25 3184.00
Tai Chi and Yoga 1865.00 226.50
Snooker Club 300.00
Small Hirers 2053.95
Occasional Hire 1093.50 1346.50
Cornerstone Church 2735.00 2496.38
Post Ofce Outreach 842.50
Community Link Cafe Hire 500.00
Art Classes 640.00
Hip Joint 500.00
Low Bentham WI 445.00
Bank Interest 897.95
Other Income
Fundraising 1474.36 801.85
Donations and Grants
Donations and Grants 139807.05 40207.53
Total Income 154711.61 50816.71
Balances 1st April 2024 44395.74
Income Year ended 31 March 2025 154711.61
Total Funds 199107.35
Less: Expenditure year ended 31 March 2025 131921.85
End Balance 67185.50

oria Institute 24 to 31st March 2025

2024/2025 2023/2024

Expenditure
Running Costs
Utilities inc. Rates and Insurance
Heat and Light 4669.83 3686.25
Water and drainage 1296.34 2271.20
Insurance 2734.39 2769.01
Rates 134.00 125.46
Telephone and Internet 769.00 467.64
Ofce Supplies 148.59 176.23
Sundry Expenses 1259,1 1177.75
Tr. To CLC (rec'd in Account) 10,00
Volunteer Expenses77,61 1346.78
Capital Equipment 214.19 2081.16
Ofce and Other Staf Expenses
Salaries and HMRC 6554.52 8068.68
Payroll 180.00 180.00
Other Expenses
Petty Cash
Building Development Work
Maintenance Inc. Garden 8132.28 5675.32
Building Works 105910.96 5598.84
Total Expenditure 131921.85 32446.6

Community Link Cafe Income and Expenditure from 1st April 2024

2024/202 2023/2024

Income
Lunch Contributions
9297.00 10644.50
Transport Contributions
2485.20
2915.70
Fundraising Cofee Morning
320.60
471.60
Lunch Club Rafe
954.00
1250.00
Grants and Donations
Cornerstone Church
237.00
130.00
Brown and Whitaker
50.00
Age Concern North Craven
200.00
Donations from Individuals
30.00
40.00
Transfers from BOPT
1200.00
Town Council Precept
166.32
McCarthy Stone
6000.00
Harnessing the Power of Community
780.00
Day Trip Funding
1856.00
Donation Ribblehead Sheep Show
250.00
Total Income
###
23848.1
Income
Lunch Contributions
9297.00 10644.50
Transport Contributions
2485.20
2915.70
Fundraising Cofee Morning
320.60
471.60
Lunch Club Rafe
954.00
1250.00
Grants and Donations
Cornerstone Church
237.00
130.00
Brown and Whitaker
50.00
Age Concern North Craven
200.00
Donations from Individuals
30.00
40.00
Transfers from BOPT
1200.00
Town Council Precept
166.32
McCarthy Stone
6000.00
Harnessing the Power of Community
780.00
Day Trip Funding
1856.00
Donation Ribblehead Sheep Show
250.00
Total Income
###
23848.1
Balances 1st April 2024
Income Year ended 31 March 2025
Total Funds
Less: Expenditure year ended 31 March 2025
Balances 31st March 2025
20988.69
15429.80
36418.49
23891.44
12527.05

to 31st March 2025

2024/202 2023/2024
Expenditure
Salaries 18131.60 14849.19
Transport Costs Age Concern 727.00 1485.00
External Catering 65.00
Food Costs 2743.91 3287.76
Miscellaneous 175.19 1001.09
Hire of Victoria Institute 500.00
Xmas Party Costs 666.67 754.00
Safeguarding Training 150.00
Day Trips 1297.07
Total Expenditure 23891.4 21942

Bentham Older People Together Income and Expenditure from 1st April 2024 to

2024/2025 023/2024

Income
Grants
Yorkshire Dales Millennium Trust
Donations
W G Grifths Grant for Exercise Classes
Black Pig Quiz Proceeds
Bentham Town Council Calendars
Total Income
4000.00
1560.00
240.00
800
1560.00
5040.00
6570.72
1560.00
8130.72
2506.39
5624.33
Balances 1st April 2024
Income Year ended 31 March 2025
Total Funds
Less: Expenditure year to 31 Mar 2025
End Balance
6570.72
1560.00
8130.72
2506.39
5624.33

o 31st March 2025

2024/2025 2023/2024

Expenditure
Disbursements
Disbursement to Age Concern 1200.00
Disbursement to CLC 1200.00
BOPT Training Costs 35.00
BOPT Activities Costs 570.00 510.00
Bentham Hub 50.00
Lower House Sensory Farm 500.00
Bowland View for Workshop 500.00
Victoria Institute for Fire Alarm 1000.00
Victoria Institute for Handrail 394.24
Miscellaneous Costs
Travel Expenses 42.15
Total Expenditure 2506.39 1060.00

Independent examiner's report on the accounts

Section A

Independent Examiner’s Report

Report to the trustees/ members of

Charity Name

Low Bentham Public Hall and Victoria Institute

On accounts for the year 31[st] March 2025 ended Set out on pages 1-3

Charity no 523773 (if any) (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2025 .

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.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

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.

.

Signed: u�� Name: Zillah Hopps

Date: 15/01/2026

Relevant professional FMAAT qualification(s) or body (if any):

Address: Cobdale Cottage Warter York YO42 1XD

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).

1

October 2018

IER