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2023-09-30-accounts

Company No: 02856983 Charity No: 1027444

STRICKLANDGATE HOUSE TRUST LIMITED

(A COMPANY LIMITED BY GUARANTEE) REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 SEPTEMBER 2023

STRICKLANDGATE HOUSE TRUST LIMITED

CONTENTS

Reference and administrative information 1
Report of the trustees 2
Independent examiner's report to the trustees 5
Statement of financial activities 6
Balance sheet 7
Notes to the accounts 9

STRICKLANDGATE HOUSE TRUST LIMITED

REFERENCE AND ADMINISTRATIVE INFORMATION

(Company Number: 02856983) (Registered Charity Number: 1027444)

Trustees J Leigh Joint Chair
M Belk Joint Chair
R M Cope (Resigned 26 March 2024)
G Vincent (Resigned 20 June 2023)
S M Emmott
N J Brown (Resigned 10 January 2023)
C Ranshaw
C Russell
R J Downing (Resigned 18 October 2022)
R Best (Appointed 4 October 2023)
D Sykes (Appointed 25 October 2023)
Secretary R J Downing (Resigned 2 May 2023)
J D Salmon (Appointed 2 May 2023)
Registered Office 92 Stricklandgate
Kendal
LA9 4PU
Accountants MHA
Chartered Accountants
Kendal House
Murley Moss Business Village
Oxenholme Road
Kendal
LA9 7RL

Page 1

STRICKLANDGATE HOUSE TRUST LIMITED

REPORT OF THE TRUSTEES

The Trustees present their report and the financial statements of the charity for the year ended 30 September 2023

102) in preparing the annual report and financial statements of the charity.

The financial statements have been prepared in accordance with the accounting policies set out in the notes to the by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities applicable in the UK and Republic of Ireland published in October 2019.

Trustees of the charity

The directors of the charitable company are its trustees for the purposes of charity law. The trustees who have served during the year and since the year end were as follows:

J Leigh Joint Chair

M Belk Joint Chair

R M Cope (Resigned 26 March 2024)

G Vincent (Resigned 20 June 2023)

S Emmott

N J Brown (Resigned 10 January 2023)

C Ranshaw

C Russell (Appointed 28 June 2022)

R Downing Treasurer and Company Secretary (resigned as Company Secretary 2 May 2023) R Best (Appointed 4 October 2023)

D Sykes (Appointed 25 October 2023)

J Salmon Company Secretary (Appointed 2 May 2023)

Objectives and Activities Objectives of the Charity

The objectives of the charity are to promote and improve the efficiency and effectiveness of charities in direct pursuit of their objectives by the provision of premises and facilities for such charities. These charities provide public benefit to the local and wider community through a range of services and support including volunteering, charity start-ups, mental health services and support, addressing domestic violence, family support organisations, organisations for young people, community transport, a music charity, dyslexia diagnosis and support, conservation and redistribution of food from local sources and supermarkets and counselling services.

Principal activity

The company is principally engaged in the provision of premises and facilities for charities and not-for-profit organisations working in the local community.

Organisational structure

A Board of Trustees, of up to 8 trustees, who meet at least quarterly, administers the charity. Sub committees are in place to cover such issues as development and finance. In October 2022 a new Centre Manager was appointed following the resignation of their predecessor.

Achievements and performance

September 2023 found the Trust recovering from the negative effects of the pandemic, but with increasing optimism as new tenants arrived in the building. The financial year saw three new tenants join the Stricklandgate House community: Lakes Neuropsychology, One Vision and Morecambe Bay Partnership further diversifying service to the community.

A successful expression of interest to the National Lottery Heritage Fund resulted in an invitation to submit a Stage 1 Development Phase application and we await the outcome.

Grants from the Frieda Scott Trust and the Roselands Trust allow the trust to soundproof two new counselling rooms and partially insulate the attic bringing 5 rooms in use.

Conscious of our responsibility for climate change, Trustees and the Centre Manager have been working with Going Green Together to reduce our carbon footprint. The Trust now has and Environmental Policy and Action Plan and is working towards our Bronze accreditation.

Page 2

STRICKLANDGATE HOUSE TRUST LIMITED

REPORT OF THE TRUSTEES (continued)

Achievements and performance (continued)

During this financial year, we began to see a greater improvement in room hire and counselling. September 2023 continues to see the Trustees confident for the future of the service we offer to local charities and charitable

The board have had due regard to guidance published by the Charity Commission on Public benefit.

Plans for Future Periods

The financial year 2023/24 has continued to be a challenge, mainly due to increased utilities costs. Our ongoing investigation of the condition of the building has brought its own challenges, particularly with regards to heat and sound insulation and the challenges of aging infrastructure. However, Trustees have been proactive with efforts to reduce our overheads, whilst improving our carbon footprint. A switch to LED lighting through the building and improved insulation are evidence of this. Efforts to bring rooms back into use through soundproofing has increased space for hire as well as opportunities to support community welfare and wellbeing.

Stricklandgate House Trustees are prioritising a return to full tenancy, increased room hire and additional diversified income through greater community engagement and events alongside ongoing building maintenance and improvements. Part of this will involve improving our profile in the community to raise awareness of the services provided through the building and attendance at community events and activities.

Preparations to submit a stage one, development phase application to the National Lottery Heritage Fund following a successful expression of interest will continue into the next financial year. These preparation will take a significant amount of time and effort and will further help us understand the future needs of the building and the trust.

Financial review

Reserves policy

It is the objective of the Trust to maintain reserves to meet future repairs to the building and to fund administration costs. Any surplus over this requirement is utilised towards capital improvements of the facilities. Free reserves at the year-end was £19,480 (2022: £1,743). Of this amount, £25,085 (2022: £28,275) represents long term loan liabilities which are not due for repayment until more than 12 months from the balance sheet date. After allowing for the above, short term free reserves amounts to £44,565 (2022: £30,018).

Investment Policy

The Trustees do not envisage the charity holding investments in the foreseeable future.

Fixed Assets

The principal items of capital expenditure are set out in note 8 to the financial statements.

Structure, Governance and Management

Constitution

Stricklandgate House Trust Limited is a company limited by guarantee and a registered charity governed by its Memorandum and Articles of Association dated 27 September 1993.

Recruitment and appointment of Trustees

The Trust maintains a cross section of experience from Trustees that covers general management, building services, property management, finance, and the voluntary sector. When a vacancy occurs for a Trustee role then the Trust utilises the experience, knowledge, and networking skills of the Trustees to fill the vacancy. The Trustees are then given responsibilities for particular areas of activity as well as their overall Trustee roles.

With the resignation of the Joint Centre Managers, the Trust began recruitment processes for a full-time manager, which attracted a high caliber of applicants.

Risk Management

The Trustees have identified the major risks to which the charity is exposed. These risks have been reviewed and systems established to manage them. potential for any changes to the present range of risks, especially those concerning Covid-19, and will adjust systems when and where required.

Page 3

STRICKLANDGATE HOUSE TRUST LIMITED

REPORT OF THE TRUSTEES (continued)

The Trustees (who are also directors of Stricklandgate House Trust Limited for the purposes of company law) are law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the Trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

M Belk Director

Date: 20/06/2024

Page 4

REPORT TO THE TRUSTEES OF

STRICKLANDGATE HOUSE TRUST LIMITED

I report to the charity trustees on my examination of the accounts of the company for the year ended 30 September 2023 which are set out on pages 6 to 16.

Responsibilities and basis of report

As the charity trustees of the company (and also its directors for the purposes of company law) you are responsible

Having satisfied myself that the accounts of the company are not required to be audited under Part 16 of the 2006 as carried out under sectio followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

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

  1. accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Colin Johnson FCCA MHA

20/06/2024 Date

Chartered Accountants Kendal House Murley Moss Business Village Oxenholme Road Kendal Cumbria LA9 7RL

Page 5

STRICKLANDGATE HOUSE TRUST LIMITED

STATEMENT OF FINANCIAL ACTIVITIES (including Income and Expenditure Account)

FOR THE YEAR ENDED 30 SEPTEMBER 2023

Note
Income and endowments from:
Grants and donations
3
Letting income
2
Other income
4
Total income and endowments
Expenditure:
Charitable activities (excluding depreciation)
Total expenditure
5
Net income before other recognised
gains and losses
Depreciation
7
Net income/
(expenditure) for the year
Transfer between funds
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Unrestricted
Restricted
2023
2022
Funds
Funds
Total
Total
£
£
£
£
726
48,362
49,088
31,293
99,606
-
99,606
68,541
42,727
-
42,727
29,170
143,059
48,362
191,421
129,004
120,744
34,106
154,850
162,557
120,744
34,106
154,850
162,557
22,315
14,256
36,571
(33,553)
(14,225)
-
(14,225)
(12,848)
8,090
14,256
22,346
(46,401)
1,740
(1,740)
-
-
9,830
12,516
22,346
(46,401)
504,764
1,208
505,972
552,373
514,594
13,724
528,318
505,972

Page 6

STRICKLANDGATE HOUSE TRUST LIMITED

BALANCE SHEET

AS AT 30 SEPTEMBER 2023

Note
Fixed assets

Tangible assets
7
Current assets
Debtors
8
Cash at bank and in hand

Creditors: amounts falling due
within one year
9
Net current assets
Total assets less current liabilities
Creditors: amounts falling due
after more than one year
10
Net assets
Funds
Unrestricted
11
Restricted
12
Total charity funds

£
19,222
52,301
71,523
(13,234)




2023

£
£
495,114
1,541
44,701
46,242
(15,016)
58,289
553,403
(25,085)

528,318

514,594
13,724

528,318

2022
£
503,021
31,226
534,247
(28,275)
505,972
504,764
1,208
505,972

Page 7

STRICKLANDGATE HOUSE TRUST LIMITED

BALANCE SHEET (continued)

AS AT 30 SEPTEMBER 2023

For the year ending 30 September 2023 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. No member or members have requested an audit pursuant to section 476 of the act.

The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476;

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the special provisions for small companies under Part 15 of the Companies Act 2006.

20/06/2024

These accounts were approved by the directors and authorised for issue on and are signed on their behalf by:

M Belk Director

C Russell - Director

Company Registration Number: 02856983

Charity Number: 1027444

Page 8

STRICKLANDGATE HOUSE TRUST LIMITED

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 SEPTEMBER 2023

1. Accounting Policies

Stricklandgate House Trust Limited is a company limited by guarantee in England and Wales.

Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued in October 2019, the Charities Act 2011, the Companies Act 2006 and UK Generally Accepted Practice as it applies from 1 January 2015.

The charity has applied Update Bulletin 1 as published on 2 February 2016 and does not include a cash flow statement on the grounds that it is applying FRS 102 Section 1A.

Stricklandgate House Trust Limited meets the definition of a public entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

The financial statements are prepared in sterling, which is the functional currency of the company. Monetary amounts in these financial statements are rounded to the nearest £.

Income

All incoming resources are included in the Statement of Financial Activities (SOFA) when the charitable company is legally entitled to the income, it is reasonably certain it will be received, and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income:

Expenditure

All expenditure is accounted for on an accruals basis inclusive of any VAT which cannot be recovered and has been classified under headings that aggregate all costs related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with use of the resources.

Charitable activity expenditure comprises those costs incurred by the charity in the delivery of its activities and services. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Costs relating to a particular activity are allocated directly; others are apportioned on an appropriate basis.

Government grants

Government grants are recognised at the fair value of the asset received or receivable when there is reasonable assurance that the grant conditions will be met and the grants will be received.

Page 9

STRICKLANDGATE HOUSE TRUST LIMITED

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 30 SEPTEMBER 2023

Going concern

At the time of approving the financial statements, the directors have a reasonable expectation that the charity has adequate resources to continue in operational existence for a period of at least 12 months from the date the accounts are approved. Thus, the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

Tangible Fixed Assets and Depreciation

Tangible fixed assets are stated at cost less depreciation. Depreciation is provided at rates calculated to write off the cost less estimated residual value of each asset over its expected useful life as follows:

Long leasehold buildings 2%
Furniture & Equipment 25%
Computers 25%

Impairment Reviews

Impairment reviews are only carried out where there is some indication that the recoverable amount of a functional fixed asset is below its net book value. If the recoverable amount of the asset is lower than the net book value the loss is recognised and treated as additional depreciation. The revised carrying amount of the asset is then depreciated over its remaining useful economic life.

Accumulated Funds

Accumulated funds are unrestricted funds which are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes. Any overspends are met by unrestricted funds.

Financial instruments

Financial instruments are classified and accounted for, according to the substance of the contractual arrangement, as either financial assets, financial liabilities or equity instruments. An equity instrument is any contract that evidences a residual interest in the assets of the company after deducting all of its liabilities.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid after taking account of any trade discounts due.

Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Pension

The company operates a defined contribution pension scheme for employees. The assets of the scheme are held separately from those of the company. The annual contributions payable are charged to the SOFA.

Cash at bank and in hand

Cash at bank and in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Page 10

STRICKLANDGATE HOUSE TRUST LIMITED

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 30 SEPTEMBER 2023

2. Net Movement in Funds

The net movement is attributable to the principal activities of the charity, and is earned entirely within the United Kingdom.

Deficit/Surplus is stated after charging


Depreciation
- For Accountancy Services
- For Other Services
And after Crediting:
Service Charges
3. Grants and donations
Lottery Grant
Kendal Town Council
Frieda Scott Trust
Roselands Trust
Hadfield Trust
Clark Foundation
Cumbria Community Grant Fund
Small Misc Donations
2023 2022
£ £
14,225
12,848
3,540
2,754
2,624
2,011
20,389
17,613
99,606
68,541
2023
2022
£
£
18,746
20,000
500
23,116
6,000
-
-
-
-
5,000
-
4,250
-
2,000
726
43
49,088
31,293

Of the above grants and donations, £48,362 is restricted income (2022: £20,000)

Page 11

STRICKLANDGATE HOUSE TRUST LIMITED

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 30 SEPTEMBER 2023

4.
5.


Other income
Cleaning
Computer recharges
Room hire and catering
Car park rental
Telephone
Miscellaneous
Total resources expended

2023
Direct Charitable Expenditure
2022
Direct Charitable Expenditure
Other costs are made up as follows:
Premises costs
Repairs and renewals
Telephone
Internet and computer costs
Printing, design, postage and stationery
Professional fees and accountancy
Catering supplies
Sundry expenses
Bank charges and interest
Advertising
Subscriptions
Training costs
Staff costs
£
58,559
2023
£
2022
£
6,662
5,511
2,252
2,196
27,131
15,068
5,265
4,245
1,417
1,103
-
1,047
42,727
29,170
Other
costs
Total costs
£
£
96,291
154,850
Other
costs
Total costs
£
£
100,966
162,557
Staff costs
£
61,591
2023
£
2022
£
21,134
27,754
45,099
29,875
8,190
5,016
3,600
9,087
638
105
12,938
25,976
402
345
2,010
536
1,375
1,552
165
215
740
405
-
100
96,291
100,966

Of the £154,850 of expenditure (2022: £162,557), £34,106 of this was restricted (2022: £18,792) and £120,744 was unrestricted (2022: £143,765).

Page 12

STRICKLANDGATE HOUSE TRUST LIMITED

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 30 SEPTEMBER 2023

6. Directors and Directors and employees 2023
£
2022
£
Nil
Nil
Employee costs during the year:
Wages and salaries 58,032 60,817
Pension costs 527 774
58,559 61,591
The average number of employees during the year was as follows:
Directors 7 4
Full time 1 1
Part time 6 4
There were no employees receiving more than £60,000 in the year (2022 - £nil).

In the year no expenses were reimbursed to the Trustees (2022 - £nil).

7. Tangible fixed assets

Cost
At 1 October 2022
Additions
At 30 September 2023
Depreciation
At 1 October 2022
Charge for the year
At 30 September 2023
Net book value
At 30 September 2023
At 30 September 2022
Long
Furniture
Leasehold Equipment
Property & computers
£
£
1,020,718 255,948
-
6,318
1,020,718 262,266
525,948 247,697
9,895
4,330
535,843 252,027
484,875
10,239
494,770
8,251
Total
£
1,276,666
6,318
1,282,984
773,645
14,225
787,870
495,114
503,021

Page 13

STRICKLANDGATE HOUSE TRUST LIMITED

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 30 SEPTEMBER 2023

8. Debtors
Amounts falling due within one year
Trade debtors
9. Creditors
Amounts falling due within one year
Bank overdraft and loan
Trade creditors
Other creditors
Accruals
10. Creditors
Amounts falling due after more than one year
Bounce back loan
2023
£
2022
£
19,222
1,541
19,222
1,541
2023
2022
£
£
3,586
5,479
5,178
750
4,882
145
3,720
4,510
13,234
15,016
2023
2022
£
£
25,085
28,275
25,085
28,275

The bank loan is secured by a legal charge over the assets of Stricklandgate House Trust Limited. The bank loan was repaid in full by December 2022.

The net amount of secured liabilities at 30 September 2023 amounted to £28,671 (2022 - £33,754).

Page 14

STRICKLANDGATE HOUSE TRUST LIMITED

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 30 SEPTEMBER 2023

11. Unrestricted Funds

At October 2022
Net movement
Transfer from restricted funds
At September 2023
504,764
8,090
1,740
514,594

12. Restricted Funds

2023:

Fund
Lottery Grant
Freida Scott Trust
The Roseland Trust
Kendal in Bloom
Total
Opening
Balance
1,208
-
-
-
Income
18,746
23,116
6,000
500
Expenditure
(6,254)
(21,545)
(6,000)
(307)
Transfers
(1,740)
-
-
-
(1,740)
Closing
balance
11,960
1,571
-
193
13,724
1,208 48,362 (34,106)

The Lottery Grant planning for future redevelopment of Stricklandgate House Trust. The transfer from the restricted cost.

Freida Scott Trust grant for the refurbishment of the property

The Roseland Trust grant for the refurbishment of the property

Kendal in Bloom for flowers and planting

2022:

Fund
Lottery Grant
Opening
Balance
-
Income
20,000
Expenditure
(18,792)
Transfers
-
Closing
balance
1,208

13. Analysis of net assets between funds

----- Start of picture text -----
Unrestricted Restricted Total
£ £ £
Fund balances at 30 September 2023 are represented by:
-
Tangible assets 495,114 495,114
Current assets 44,565 13,724 58,289
-
Creditors due after more than one year (25,085) (25,085)
514,594 13,724 528,318
----- End of picture text -----

Page 15

STRICKLANDGATE HOUSE TRUST LIMITED

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 30 SEPTEMBER 2023

13. Analysis of net assets between funds (continued)

----- Start of picture text -----
Unrestricted Restricted Total
£ £ £
Fund balances at 30 September 2022 are represented
by:
-
Tangible assets 503,021 503,021
Current assets 30,018 1,208 31,226
-
Creditors due after more than one year (28,275) (28,275)
504,764 1,208 505,972
----- End of picture text -----

14. Related Party Transactions

There were no related party transactions during the year to 30 September 2023 or 30 September 2022.

15. Capital commitments

There were no capital commitments at 30 September 2023 or 30 September 2022.

16. Contingent liabilities

There were no contingent liabilities at 30 September 2023 or 30 September 2022.

17. Company status

The charitable company is limited by Guarantee under the Companies Act 2006. The liability of the members is limited to £1 per member in the event of a winding up.

18. Taxation

As a charity, Stricklandgate House Trust Limited is exempt from tax on income and gains falling within sections 472-474 of the Corporation Tax Act 2010, sections 478 - 489 of the Corporation Tax Act 2010, or section 256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the Charity.

Page 16