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 convey￿1 by a Conveyan(
dated 7 July 1893 and made be1￿￿en 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
w￿lIeSr0rd 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 conttnUa￿0n 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 & wO￿le$ford Neigh￿Urhcth Forum
Con￿rned 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 wee￿V 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 InC￿aSed 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 repla￿ment 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 tes￿ng was carried OUL
Repair to dan7p affected wood.
Miscellaneous plumtm'ng and el￿triCal issues were dealt
with.
Unfortunately, our General maintenan￿ man retired during the
year, and we are yet to find a permanent repla￿Ment. He had
been with us for over 10 years and involved in all the
enhan￿mertS 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
proj*s 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
Un￿rtaIntieS about the
charity continuing as a going
concem
Para 1.22
Para 1.24
None
Parn 1.23
There are no specific Un￿rtaIntieS 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 AS￿latIOn
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
ne￿Ork 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 D￿L￿2025
Section A Receipts and payments
Unrestrictsd
fuThJs
R•strithd
Totsl I￿J$
L*#ty•*r
tr*th•nMr•¥tE
A1 Aéc•l
Hal
OmcoR￿LI
HrwgRwrt
31.874
1¢,J71
•.U74
19.YA
11.01•
2•.0
F*￿n 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
E￿t￿¢
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•n￿j
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
SI￿n lopknll
Details
B5 LlabllNI
Ch¥ty8¥kLL
Slwwj by omor ￿￿t￿le8B on
tth811 cl all lh• twBte86
Prknl Name
D8ts of approval
R J Walkar ITr8asurerl
2.3.Iv2&
2.S 201£
Maroaret Penislon IPreSkJ￿t)
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 C￿rity Commisslon lunder section 14515llbl of
the Charities Act. 3ThJ
to state whether particulbr matters have tome to my attentlon.
O•$is of independent eyarnlnerfs Statement
MyexamSnatlon was carried out In accordance wlth 8eneral Dlrectlons 8Sven by the CharSty Commlssion. An examination
Includes a review of the accountin8 records kept by the charity and a comparison of the accounts presentÈd with those records.
It 3150 include5 consideration of any unusual items or disc105ures in the account5, and seeking explanations from the trustÈes
tontÈrnin8 any such matters. The procedures undertaken do not providÈ all thÈ Q￿d￿￿É that would be required in an audit,
and consequently no opinion 4$ 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 C￿￿tIeS 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 D￿reCt￿n5 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 re￿rt 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