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|Summary|Summary|ofthe purposes|ofthe purposes|of|The object ofthe Institute<br>is to manage<br>and control by charitable|
|---|---|---|---|---|---|
|the charity as set out|||in its||means but not otherwise<br>the freehold<br>property at Oulton<br>in the|
|governing||document|||County of York described<br>in and conveyed<br>by a Conveyance|
|Para 1.17|||||dated 7july 1893and made between<br>Edmund<br>Calverley ofthe|
||||||one part and himself and other ofthe other part (now vested<br>in|
||||||Trustees on behalf ofthe Institute)<br>for the purpose of a village|
||||||hall for the use ofthe inhabitants<br>ofthe parishes of Oulton and|
||||||Woodlesford<br>without<br>distinction<br>of political<br>religious or other|
||||||opinions<br>including<br>use for meetings,<br>lectures and classes and for|
||||||other forms of recreation<br>and leisure time with the object of|
||||||improving<br>the conditions of life for the said inhabitants.|
|Summary||ofthe main|||The year 2022 was pretty<br>much a return to normality<br>after two|
|activities||in relation to those|||years of strangeness.|
|purposes||for the public||||
|benefit,|in particular,||the||Most ofthe activities that had taken place up to March 2020 had|
|activities,<br>services||projects or<br> identified<br>in|the||returned<br>although<br>we lost one or two.<br>Children's<br>birthday<br>parties<br>were a regular feature at weekends<br>in the Hall.<br>The refurbished|
|accounts.|||||Hall continues to impress.|
|Para 1.17and 1.19||||||
||||||The Fair Exchange<br>(link and build the local community)<br>ran a|
||||||number<br>of events at the Institute<br>including<br>an Art Class, Coffee|
||||||Morning<br>and Salsa weekly and Craft 8i Chat fortnightly.|
||||||The local Oulton<br>fk Woodlesford<br>Neighbourhood<br>Forum|
||||||concerned<br>with planning<br>for the future ofour villages<br>returned<br>to|
||||||the building<br>for their last meeting ofthe year and will hopefully|
||||||continue<br>in 2023.<br>A notice board is provided to act as an|
||||||information<br>centre for the group.|
||||||The Annual<br>Service of Remembrance<br>was held<br>in the Hall before|
||||||attendees<br>made their way to the local War Memorial<br>for the two|
||||||minute silence.<br>Many then returned<br>to the Hall for a warming|
||||||Tea/Coffee<br>and biscuits hosted<br>by the Management<br>Committee.|
||||||The Trustees again organised<br>the Annual<br>Craft Fair, which was|
||||||well received<br>by all, to raise funds for the upkeep ofthe|
||||||Institute.<br>The weekly Tea Dance is now a regular feature<br>and|
||||||contributed<br>to our Fund-raising<br>effort.|
||||||All the available<br>Office space is now let and we had a full year of|
||||||Rental Income which was very welcome.|





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|Achieve|ments<br>and Pe|ments<br>and Pe|ments<br>and Pe|rformance||
|---|---|---|---|---|---|
|Summary|ofthe main|||Revenue<br>from Community<br>Letting was 45% better than|the|
|achievements<br>ofthe charity,<br>identifying<br>the difference the||||previous year.<br>Our charges were increased<br>by 2%for the year.||
|charity's|work|has made to||Following<br>refurbishment<br>ofthe Offices in 2021 Revenue|from|
|the circumstances|||of its|Office letting rose by 80%.||
|beneficiaries<br>and|||any wider|||
|benefits to society as a||||Overall our income exceeded our expenditure<br>by f22,882 in the||
|whole.||||year so we ended the year with 843,063 in hand.<br>All revenue||
|||||generated<br>by the Letting ofthe Building Spaces.||
|Para 1.20||||||
|||||The<br>Major<br>Project<br>of 202L was<br>the<br>refurbishment|of the|
|||||Caretaker's<br>House at the rear of the Property<br>on which we spent<br>just under E9,000. This has long been used as Offices and needed||
|||||updating<br>when<br>the<br>previous<br>Tenants<br>moved<br>out<br>in December||
|||||2021.||
|||||~<br>New False ceilings||
|||||~<br>Enhanced<br>lighting<br>and electrical connections||
|||||~<br>Enhanced<br>Fire protection<br>and new Fire doors||
|||||~<br>New flooring<br>and decorating||
|||||We were fortunate<br>to let the space immediately<br>to a new|Tenant.|
|||||In the area ofgeneral<br>maintenance:||
|||||~<br>Repairs to Boilers.||
|||||~<br>Roof Repairs||
|||||~<br>All necessary<br>Gas, Electrical and Fire Extinguisher|testing|
|||||was carried out.||
|||||This building<br>is a focus of Community<br>Activity and the on-going||
|||||project to maintain<br>and improve<br>it is welcomed<br>and enjoyed<br>by<br>the increasing<br>number of people who use it.||






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|Financial<br>Review||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Review ofthe charity's|||The charity finished the||||year|with||a|balance of|||f43,063||
|financial<br>position at the|end||having|made|continuing||investment||||in repairing|||and||
|ofthe period|||improving<br>the building.|||||||||||||
|Para 1.21||||||||||||||||
|Statement<br>explaining<br>the|||During|the year the Reserves||||Policy|||was|reviewed|||by the|
|policy for holding<br>reserves|||Management||Committee.||We believe we|||||are|in a|||
|stating<br>why they are held|||comfortable||position to continue||||our||program||offuture|||
|Para 1.22|||proofing the <br>generations.||building|so|that|it is|available|||for|future|||
|Amount ofreserves<br>held|||Para 1.22||f40 000|||||||||||
|Reasons for holding zero|||Para 1.22|||||||||||||
|reserves||||||||||||||||
|Details offund materially||in|Para 1.24||None|||||||||||
|deficit||||||||||||||||
|Explanation<br>ofany|||Para 1.23||There|are no||specific|||uncertainties||||at this|
|uncertainties<br>about the|||||time although|||the||Management||||Committee||
|charity continuing<br>as a going|||||is not|getting||any|younger|||and||could do||
|concern|||||with some maybe|||||newly (rather||||than long)||
||||||retired||ersons for|||the future.||||||
|Additional<br>information|(optional)|||||||||||||||
|You ma<br>choose to include||further statements|||where|relevant||about:||||||||
|The charity's<br>principal|||Para 1.47|||||||||||||
|sources offunds (including||||||||||||||||
|any fundraising)||||||||||||||||
|Investment<br>policy and|||Para 1.46|||||||||||||
|objectives<br>including<br>any||||||||||||||||
|social investment<br>policy||||||||||||||||
|adopted||||||||||||||||
|A description<br>ofthe principal|||Para 1.46|||||||||||||
|risks facing the charity||||||||||||||||
|Other||||||||||||||||





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|Structure,<br>Governance|and Man|agement||||
|---|---|---|---|---|---|
|Description<br>ofcharity's||||||
|trusts:||||||
|Type of governing<br>document|Para 1.25|Constitution||drawn<br>up in 1970||
|(trust deed, ro al charter||||||
|How is the charity|Para 1.25|Unincorporated<br>Association||||
|constituted?||||||
|(e.g unincorporated||||||
|association,<br>ClQ||||||
|Trustee selection methods|Para 1.25|By proposal||to the Management|Committee|
|including<br>details of any||and vote|to|join the Committee.|Must be|
|constitutional<br>provisions e.g.||residents|of|the Parish of Oulton|5|
|election to post or name of||Woodlesford||or have a skill that|would be|
|any person or body entitled||beneficial|to|the running<br>ofthe|Institute|
|to appoint one or more||||||
|trustees||||||



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|ou may cho|ose to include furt|her state|
|---|---|---|
|Policies and|procedures|Para 1.51|
|adopted<br>for the induction|||
|and training|oftrustees||
|The charity's|organisational|Para 1.51|
|structure<br>and|any wider||
|network<br>with|which the||
|charity works|||
|Relationship|with any related|Para 1.51|
|parties|||
|Other|||



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## 

|eference and|eference and|Administ|rative<br>det|rative<br>det|ails|
|---|---|---|---|---|---|
|Charity name|||The Oulton||Institute|
|Other name|the charity uses|||||
|Registered|charity|number|523794|||
|Charity's<br>principal||address|Quarry|Hill||
||||Quito n|||
||||LEEDS|||
||||LS26 8SX|||





||Trustee name|Office (ifany)|Dates <br>whole|acted ifnot for<br>ear|Name <br>to a|ofperson (or body) entitled<br>oint trustee<br>ifan|ofperson (or body) entitled<br>oint trustee<br>ifan|
|---|---|---|---|---|---|---|---|
|1|David Cove|President||||||
|2|Margaret<br>Peniston|Chairman||||||
|3|Pat Hoyle|Secretary||||||
|4|Ron Walker|Treasurer||||||
|5|Elizabeth Tonks|||||||
|6|Pauline<br>Hope|||||||
|7|Hannah<br>Harvey|||||||
|8|Stuart Ward|||||||
|9||||||||
|10||||||||



|Name oftrustees<br>holding|title to|property|belonging|belonging|to the|charity|
|---|---|---|---|---|---|---|
|Trustee name||Dates acted ifnot for|||whole|ear|
|Funds held as custodian||trustees||on|behalf ofothers||
|Description<br>ofthe assets||Not Applicable|||||
|held<br>in this capacity|||||||
|Name and objects ofthe||Not Applicable|||||
|charity on whose behalf|the||||||
|assets are held and how|this||||||
|falls within the custodian|||||||
|charity's objects|||||||
|Details of arrangements|for|Not Applicable|||||
|safe custody and|||||||
|segregation<br>ofsuch assets|||||||
|from the charity's<br>own|||||||
|assets|||||||





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