- I CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 $t November 2022 Perlod end dat• Perlod 8tsrt dats to 3111 October 2023 Charlty name: Aberkenfig and District Public Memorial Hall and Welfare Association. Charlty reglstratlon number: 524109 Objectlves and Activitie8 SORP ref•r•n Summary of the purposes of the charity as 8et out in its goveming document Pari 1.17 Tho Memorlal Hall and Welfaro Assoclatlon was •stabll8hed Sn the 1920'• for the benofit of local Inhabitants of Abgrkenfl and th• 8urroundln dlstrlct Tha Aberkonflg Welfare Hall and 8urroundlng8 are In constant use for amateur aport and recreatlonal actlvltl•s provld•d by a varl8ty of local ¢lub$ (for all age81 and Includa, but arn not conflned to: Summary of the main activities in relation to th08e purposes for the public benefit, in particular, the activities, proj8Ct8 or service8 identified in the a¢Unt8. P•r• 1.17 •nd 1.19 Bowllng Club, Hlstory and Art Socletl88, Dancè and Ballèt Clubs, Kafato ond Judo Clubs, Wellbelng Groups, Tal Chl. Chlldren'8 Partles, Bon•al Club, SwlmmlnAWorld. The Trustees have had rogard to th• guldance Issued by the Charlty Comml88lon on public benoflL Statement confirming whether the Irustees have had regard to the guidance issued by the Charity Commission on public b8nefrt P•ra 1.18 Addltlonal Inforniatlon loptlonal) You ma choose to include further statements where relevant about.. SORP r•f•ren¢• P•r4 1.38 Policy on grant making P•r• 1.38 Policy on social investment including program related investment
Par8 1.38 Trustees of the Welfare Association are supported by an èlected management committee. Contribution made by volunteers The Trustees, management commlttee members and other volunteers provide thelr 8or¥ices free of charge and receive no flnanclal benefrt from the Charl Other Achievements and Performance The Charlty has contlnued to make improvements to the structure and managom•nt of tho Welfare Assoclatlon. Summary of the main achievements of the charity, identifying the difference the char¢ty's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. P8ra 1.20 Addltlonal information loptionall You ma choose to include further statements where relevant aboLrt'. Achievements against objectives set P•r4 1.41 Performance of fundraising activities against objectives set P•rg 1.41 Investment perforniance against objectives Par8 1.41
Financial Review Review of the charity's financial position at the end of the riod Statement explaining the policy for holding reserves statin are held Amount of reserve8 held P8fa 1.21 The Charlty is solvent and ¢ontlnues to grow In Ilne wlth it's expectations. Paro 1.22 The reserves are maintalned for the maintenan¢e, improvement and future develo ment of the Welfare Association. The reserves held at 31st October 2023 wer8 £32 578. Para 1.22 Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertaintiès about the chanty continuing as a going concem P8r¥ 1.22 Para 1.24 P8r• 1.23 Addltlonal Informatlon loptlonal) You ma choose lo include further statements where relevant about.. The Charity's prlmary gource of Income Is received by rentsl charges for the use ol the Wèlfare Hall and other facilltles. The charity's principal sources of funds {including any fundraising) P•rn 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A descrioion of the pnncipal risks facing the charty P818 1.46 Other
Structure, Governance and Management Description of charrty's Irusts.. TyFe of goveming document P•r• 1.25 Conveyances dated 2nd August 1928. 161h March 1929, and 1st March 1932. nd Declaration of Trust dated 2 August 1928 as varied by $¢heme dated 101h March 1993. Trust How is the charity constituted? P•r• 1.25 Trustee selection melh¢x18 including details of any constitLAional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees P•rn 1.23 Trustses are elected by Memborn Addltlonal Infomiatlon lopllonal) You ma choose lo include further statemenls where relevant about.. Policies and procedures adopted for the induction and training of trustees Pirn 1.51 Th8 chanty's organisational 8tructure and any wider network with which the charity work8 P•ro 1.51 Relationship with any related partie8 P•r• l 51 Other Reference and Adminlstrative detslls Charity nam8 Aberkenfig and District Public Memorial Hall and Welfare Association Aberkenfi 524109 Aberkenfig Welfare Hall Hope Avenue Aberkenfig Bridgend CF32 9PR Other name the ¢harit uses Re istered charit number Charity's principal address Memorial Hall & Welfare
Names of the charlty trustees who manage the charity Dat•• actsd if not f¢r who Trust•e name Offl¢•111 any} N•me of per8on lor body) •ntltl•d toa Irrt tru•tee Ifan Mr Brynley William Eagle Mr Adrian John Griffiths Mr Nickolas John Hillier Mr David Spencer Jackson Mr Winslon Douglas Jenkins Mr John Prime Chair Treasurer 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the dale the re Dlroctor nam? ortwasa roved Name of trustees holding litle to property belonging to the charity Tru•ts¢ n•mg Dat•• ac¢ed If not for whol• ear
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian Charity's objects Details of arrangernents for safe Custody and segregation of such assets frorn the charity's cwn assets Addltlonal Infomiation {optional Names and addres*es of advl$8r8 Ioptlonal Infomatlon) Type of Name Addro8$ advlser Name of chlef oXeCUtlve or names of senior Stsff membern (Opiional infofflHtlon Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o tional information
Declarations The trustees declare that they have approved the trustees, report abov•. Slgned on behalf of tha charlty'8 trust808 Slgnaturn(8 S thj Full namel8) Posltlon leg Secretsry, Chair, etc) Brynley William Chair agle Date
CHARITY COMMISSION FOR ENGLAND AND WALES Abork8nflg and Ol•trfct Publlc M•morfjal Hall and Wdfa Receipts and payments accounts CC16a For th? perlod from To 0111112022 3111012023 Section A Receipts and payments UnrestrSctèd lund8 Restflcted lund8 Endowment fund• Tot•1 lund8 Lo$¢ ywt toth• nwrn•l E to tho nr•I1£ to lh• Mir•it£ 10th0 nMrMt£ A1 Réeolpt8 Hire of Faulib8S &Jvemmenl Grdnts Bank Interest 00110nS Insufdnca Cl•m Sunary Inc 31,171 37,126 344 244 72 331 133 Sub total fGmss income for ARJ 32.548 37,122 A2 As••t and Inv•8tm•nt $4108, l¥e& tsbl•l. Sub total 32,S48 Y8 37,122 A3Pa ments Msinlenance & Re8 & Po¥¥er nsuraDL Cleaning & wast• Ph, 5w(mery & offico exrThwJ al Costs Lknnatyons 15,759 8.817 2,662 3,758 136 J11 IS,759 8.617 2.612 3.756 13,636 1,551 2.803 472 Sub total 32.1 32231 24.993 A4 A88•t and Investment ur¢hats•8.18•• tabl• Plani & Machln• Sub total 32,231 22,2J1 28.843 Net ol recelpts/(paymonts) AS Tran*fèrn b•tw••n lund• A6 Cash fund• last year end C•sh lunds thls yoar gnd 317 317 8.279 32,261 32.578 32,261 32,578 23,982 32,281 CCXX Rl accounM Issi 2210612024
Section B Statement of assets and liabilities at the end of the period Unrestrlcted Re8trlcted lund• lund• n••rnBt£ Endowment fund• C#tegorle8 Detslls to nMro8t t to nMrwt£ B1 Ca•h fund• N•1 We¥1 B•nk 32,441 C88h crt) 130 Total Cash funds 32,678 Unr••trtct•d fund8 to r•rMI£ R•otrfct•d fund• Endowm•nt fund• to n••rwt t Fund lo whlch vt b•lo Unfg•trl¢t•d Currnnt wil 83 Inv••tm•nt ••••l• Rod•nJ•l Prcprty. 5 Averth. Fund io whl¢h ¢o•tloptlon•ll ¢un•nt ¥•1 tlonil B4 A•••ts r•t•ln•d lor tho eh•rlty'• own u•• Flanl & Equifftnl Unr•sinct8d H•ll. H¢P8 Av•nw. Vnrnthc Fund to Amountdu• Wh•Th du• loMI 86 Ll•bllltl•s SvJned by one or tru81088 on behalf of all the Iru8tee8 SvJnaturg Print Namtr Oate of roval Wi1148rn Ea Chair Z-E-E CCXX P2 ac£ounls ISSI 2210W2024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustoesl membors of Aberkenfig and District Public Memorial Hall and Welfare Association On accounts for the year ended 31 October 2023 Charlty no (If any) 524109 S•t out on pages I report lo the trustees on my examination of the accounts of the above chanty {'the Trust'l for the year ended Re•ponslbllltle8 and As the charity trustees of the Trust, you are re8ponsib18 for the preparation basis ot rèport ofthe accounts in accordance wrth the requirements of the Charities Acl 20111.the Act.). I report in res¢1 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 applirAble Directions given by the Charity Commi88ion und8r sèction 145151{b} of the Act. I have Completed my examination. I confirm that no material matters have Come to my attention (other than that di8closed below ') in Connection with the examination which gives me cause to believe that in, any material respect,. accounting r8¢ord8 were nol kept in accordance with sedlon 130 of the Act or the accounts do not accord with the accounting record8 Ind•pond•nt •xamlnor'• 8tatomant 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 proper understanding of the accounts to be reached. P188se delete Ihe words in the br8ckets if they do not 8ppIy. Slgned: Dato: )1 1<6 1 IL* N•m•: David A Cowdery Relevant profes$lonal quallflcatlonl•) or body (If any): Former Fellow of the Institute of Chartered Accountants in England & Wales IICAEW) and currently a member of the Institute of Certified Practi¢ing Accountants. IICPAI. Addres•: Richlands Accountancy Limited. Richlands, Maesteg Road, Tondu, Bridgend, CF32 9BT IER OCtor 2018
Section B Disclosure Only complete If the examiner needs lo highlight matters of Goncern (see CC32. Independent examination of charity accounts.. directions and guidance for examiners). Glvo here brief detall8 of any itemg that the examiner wishes tts disclose. IER October 2018