CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees. Annual Report for the period From l January 2025 To 31 December 2025 Charity name: The Oulton Institute Charity registrdtion number: 523794 Objectives and Activities Summary ofthe purposes of the charity as sel out in its governing document. Para 1.17 The object of the Enstitute is to manage and control by charitable means but not otherwise the freehold proFerty at Oulton in the County of York described in and convey1 by a Conveyan( dated 7 July 1893 and made be1en Edmund Calverfey of the one part himself and other of the other part {now vested in Trustees on half of the Insb'tute) for the purpose of a wllage hall for the use of the inhabitants of the parishes of Oulton and wlIeSr0rd wlthout distinction of political religious or other opinions inclLKling use for meetings, lectures aThJ dasses and for other fomis of recreation arKI leisu time with the object of improving the conditions of life for the said inhabitants. Summary ofthe main aclivities in relation to those purposes for the public benefit, in particular, the activities, projects or seThices identified in the accounts. Para 1.17 8nd 1.19 The year 2025 was a conttnUa0n of nomiality. Most of the regular ath'vities conts'nued with one or two a¢Jditrons and losses. Children's birthday partie5 were a regular feature at weekends in the Hall. The Hall (refurbished in 2020) conb'nues tr) impress. The Fair Exchange (link and Exjild the local community) run a number of events at the Insdtute including an Art Class, Coffee Moming, Salsa Healing Minds wee¥ and Craft & Chat fortnighuy. The local Oulton & wOle$ford NeighUrhcth Forum Conrned with planning for the futu of our villages contr'nLEd to use the building for their monthly meetirvjs arKI will continue in 2026. A nottce i))ard is provided to att as an information ntre for the group. The Annual SeNice of Remembrance was held in the Hall ikfore attend made their way to the l¢xal War Memorial for the two- minute silence. Many then retumed to the Hall for a wamiing Tealcoffee and biscuits hosted by the Management Committee. The Trustees again Organi the Annual Craft Falr, whlth was well received by all, to raise fund5 for the upkeep of the In5tstute. The weeV Tea Dance is now a regular feature arKI contributed to our Fund-raisiNJ effort. All the available Office space was let during year and we had full year of Rentsl Income whid) was very welcome.
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 given due regard to Charity Commission guidan on public iErEfit. Additional infomiatlon loptlonal} You ma choose lo include further statements where relevant about.. 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 Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of ils beneficiaries and any wider benefits to society as a whole. Revenue from Community Letting was 7% lower than the previous year. Our charges were InCaSed by 3.8% for ttt year, in Ilne wlth the inflation rate at the ts'me. We had a full year of offi Lettlngs whid) saw revenue from that Sour increase by just under 9% for the year. One tenant reduced the amount of Spa they were letb'ng but that space Was immediately taken up by a new tenant. Overall our income (Including the loan of £29k) exceeded our expenditure by £8,994 in the year so we ended the year with £32,908 in hand. Our major focus in 2025 was again the exterior of the building. DurirYJ winter 20234 there was an Instan of stone falSing from the building. The replament of the wom-out stonework Continu through the first quarter of 2025. We tc)k advantsge of the inveslment in scaffolding to repla neady all the stone on the first flo arKI above and also to repair the timber windows at that level. Para 1.20 The loan facility from the Charity Bank remaina available into the flrst part of 2025 and we drew a further £29k. The whole prctess shows the Ttustees detemiination to make this building the best It can be and exterKI its usefulness to the Community far into the future. In the area of general maIntenan. All necessary Gas, Electrical, Emergency ghtIng, Fire alami arKI Fire Extinguisher tesng was carried OUL Repair to dan7p affected wood. Miscellaneous plumtm'ng and eltriCal issues were dealt with. Unfortunately, our General maintenan man retired during the year, and we are yet to find a permanent replaMent. He had been with us for over 10 years and involved in all the enhanmertS we have made to the txjilding over tFM)se years We wish him a long and happy retirement. This building is a fc(us of Community Actimty and the on%olng projs to maintain and improve it is welcom8J and enpyed by the increasing number of people who vse it.
Additional infomiatlon {optlonall You ma choose to include further stalements where relevant about.. Achievements against objectives set Para 1.41 Perfomiance of fundraising activities against objectives set Para 1.41 Investment performance against objectNes Para 1.41 other Financial Review Review of the charity's financial position at the end of the period. The charlty finished the year with a balan of £32,908 having made continuing investment in repairing and improving the building. The Trustees have taken a Loan to cover work currently being undertaken and are confident that this will be repaid within the 10 year term of that Loan. The outstsnding balan of the loan at the end of the ear was £82 979. During the year the Reserves Policy was reviewed by the Management Committee. We believe we are in comfortable posits'on to o)ntinue our prcMJram of future prcK)fing the building so that it Is available for future generations. Para 1.22 Para 1.21 Statement explaining the policy for holding reserves stating why they are held Para 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any UnrtaIntieS about the charity continuing as a going concem Para 1.22 Para 1.24 None Parn 1.23 There are no specific UnrtaIntieS at this time although the Management Committee is not getting any younger and could do with some maytse newly (rather than long) retired rsons for the future.
Additional infom)atlon loptionall You ma choose to include further statements where relevant about.. The charity's principal Para 1 47 sources of fvnds (including any fundraising) Investment policy and objeclives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity Pard 1.46 Other Structure. Governance and Management Description of charity's trusts.. Type of governing document trust deed ro al charter How is the charty constituted? {e.g unincorporated association, CIO Trustee selection methods including details of any constitutional Pfovisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 Constitution drawn up in 1970 Para 1.25 Unincorwrated ASlatIOn Para 1.25 By proposal to the Management Committee and vote to join the Committee. Must be residents of the Parish of Oulton & Wocélesford or have an attribute that would be beneficial to the running of the Institute. Addltlonal information {optional) You may choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of Irustees Para 1.51 The charity's organisational structure and any wider neOrk with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other
Reference and Administrative details Charity name other name the charity uses Registered charity number Charrty's principal address The Oulton Institute 523794 Quarry Hill Oulton LEEDS LS26 8SX Names of the ¢harity trustees who manage the charlty Dates actsd If not for vthol• •ar Tru#t•è namè Offlce Ilf anyl Nam• of lor body) •ntitl8d Ifan Margaret Peniston President Chairman Pat Hoyle Ron Walker Elizabeth Tonks retary Treasurer Pauline Hope Hannah Hatvey Stuart Ward VI President Mike Ball 19 Brenda Ball Cor orate truslees- names of the directors at the date the re Dlrèctor name ortwasa roved Name of trustees holding title to propety belonging to the charity Tru8t•o name Dat aet•d if notfor wholo •ar
Funds held as custodian trustees on behalf of others Description of the assets Not Applicable held in this ca aci Name and objects of the charity on whose behalf the assets are held and how this falls wrthin the custodian chari 's ob'ects Details of arrangements for safe custody and segregation of such assets from the charily's own assets Not Applicable Not Applicable Addltlonal Infonnation loptlonall Names and addresses of advisers {Opllonal Infom)ation) of adviser Name Addres$ Name of chief executive or narnes of senior staff members (Optional inforniationl Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional information Declarations The trustees declare that they have approved the trustee5' report above. Signed on behalf of the charity's trustees Slgnaturels) Full namels) Position (eg Secrelary. Chair, etc Ronald James Walker Margaret Peniston Honorary Treasurer Honorary PresMJent & Chair Date 2nd March 2026
CHARITY COMMISSION FOR ENGLANO AND WAIES The Ouhon Instltutè S23794 Receipts and payments accounts CC16a For th• yrlod ° 1 Jww2025 31 DL2025 Section A Receipts and payments Unrestrictsd fuThJs R•strithd Totsl IJ$ L#ty•r trth•nMr•¥tE A1 Aéc•l Hal OmcoRLI HrwgRwrt 31.874 1¢,J71 •.U74 19.YA 11.01• 2•.0 Fn T In£$[ 2,JM 18 116 18 4J1 Fur Rab51ry I,7 AR) 501 and sa Tothlrwts 7•3 A3Pa &116 Inwi SupF4 mknE 7•3 3,108 1•31 2.978 2.037 Ga5 Hdl 1057 775 ts85 ortKo5 1.70 711 147 In$w( 1,712 Jsz 717 122 731 IM2• 10 10 Et¢ Ryr& 11100 Sub lot•1 A4 As¥•t 4rxl InYgstm•rt rcha see tabkt R&lutb5hwthl Latrf)Ji 12PJ4T &•b total 4P.44T 131,782 89.7•0 N•toIrne•lp(p•yffl•nj Cash fiJrKls Lastyear end lunds th1• y•r•nd CCXX R1 afL>Junts ISSI 01M3r2028
Section B Statement of assets and liabilities at the end of the period Unrestricted lund$ to ne•reJt Restricted funds Endowmefjt fund$ to th•r•sf e Cat8gorie$ 81 C••h funds Tot•1 cuh funds 31900 ()} Unr•strk¢ fvnd5 Re$trktsd fund6 Endowmènt funds Details Cwr•ntv•h Details Coltlopkna Fund ¢urr•rtV4hb• Details 84 Ass•ts r•taln•d for th• ¢h•rtty'• o¥m us• FwKltoMl*h SIn lopknll Details B5 LlabllNI Ch¥ty8¥kLL Slwwj by omor tle8B on tth811 cl all lh• twBte86 Prknl Name D8ts of approval R J Walkar ITr8asurerl 2.3.Iv2& 2.S 201£ Maroaret Penislon IPreSkJt) CCXX R1 aL%XLml41SS1 OIIOW2026
THE OULTON INSTITLITE Indèpendènt Examlnerfs Report to Thè Oulton Instltyte Re5pectfve resp(fflslbllltle5 of tru5teesand examlner The charfty'strustees a¢È responsible for the prÈparatlon of the accounts. The charSVs trustees tgnsider that an audit Is not required for thlsyear tsndersection 144 of the Chèrltles Act 2011 Ithe Charfties Actl and that an independent exorninatK)n 15 needed. Ss my responsibility to.. examine the accounts under section 145 of the Chèrftles Act, to follow the procedures lald down in the general Directions yiven by the Crity Commisslon lunder section 14515llbl of the Charities Act. 3ThJ to state whether particulbr matters have tome to my attentlon. O•$is of independent eyarnlnerfs Statement MyexamSnatlon was carried out In accordance wlth 8eneral Dlrectlons 8Sven by the CharSty Commlssion. An examination Includes a review of the accountin8 records kept by the charity and a comparison of the accounts presentÈd with those records. It 3150 include5 consideration of any unusual items or disc105ures in the account5, and seeking explanations from the trustÈes tontÈrnin8 any such matters. The procedures undertaken do not providÈ all thÈ QdÉ that would be required in an audit, and consequently no opinion 4$ 8iven as to whether the accounts present a 'true and falrf ew3nd the report Is limited to those mitters set out in the statement below. Indwdent examlnet'$ $t•tement In connection wlth my examSnatlon, no matter has come to my attentlon which give5 me reasonable cavse to believe that in, any material respect, the requirement5.' to keep accounting records in accordantr with Section 130 of thÈ Charitie5 Art. and t¢ prÈparÈ atcounts which atcord with thÈ atC04Jntin8 records and comply with the accounting requlrernents of the Charities Act hève not been met.. or 2. to which, In my oplnSon. attentSon should be drawn ITh order to enable a proper understsndin8 of the attountsto be rearhed. Sl8ned.. A CutlÈr FCCA Date.. Cutler& Co Chartered Certified Accountants 8rook House Church Lane Garforth LeÈds LS25 IHB
THE OULTON INSTITUTE Independent Examln*rfs Reptsrt toThÈ Oulton InstMute R¢w¢tlve re5ponslbllltles of trustw5 and examlner The ch3rlty'S trustees are responsible forthe preparation of the accounts. The chariWs trustee5consider that an audlt Is not required lorthis year under section 144 of the Charltles Act 2011 (the CtIeS Act) and that an independent examination Ss needÈd. 15 my responsibilityto.. examine the accounts under sectlon 145 of ihe Charftvés ACL to follow the procedures lald down In the general DreCtn5 given bythe Charlty Commlsslon (under 5erticn 145lSllbl of thÈ Chèritie5Act, and to state whether pèrtitular matters have come to my attention. 8asls of Indep¢nd¢Tht exarnlnerf5 ststement My e¥amination was carrfed out Sn accordance th 8eneral OirectSons 8lven by the Charlty Commi55ion. An ex3mSnatlon includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It alko include5 consideration of any unusual Item5 or di5closure5 in the accounts, and seeking explènètions frorn the trustees concernin8 any such matter5. The procedure5 undertaken do not provide all the evidence that would be required in an èudit, consequently no opinion is 8iven as to whether the accounts present a'true and fairf view and the rert Is IlmSted toth05e rnatters set out In the statement below. Independem examlnerfs #atement ITh connertion with my examination. no matter ha5 corne to rny attention which 8ives rne reasonable cause to believe thot in, any rnaterial respecL the requirernents.. to keep attountins record5 in •tcordance with sertion 130 of the Charities Act.. and to prepare èctounts which accord with the Bccountln8 records and comply with the accoyntlng requlrements of the Charitie5 Act have not been met,. or 2. to which. in m¥ oplnion, attention should be drawn In order to enable a proper tsnderstandin8 of the accounts to be reathed. SS8ned.. Acutler FCCA Date.. Cutler & Co CharteTed Certified At¢ountants Brook House Church Lane Garforth Leeds L525 IHB