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2021-04-05-accounts

Sherborne in the Community

Registered Charity Number 1031238 Registered in England Company No 2824034 Accounts for the period ending 5 April 2021

SHERBORNE IN THE COMMUNITY INDEX TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 05 APRIL 2021

Contents Page
Charity information 1
Report of the Trustees 2-4
Statement of Financial Activities 5
Balance Sheet 6

SHERBORNE IN THE COMMUNITY CHARITY INFORMATION

Trustees James Nurton Chairman
Rupert Reed
Alison Nurton (Treasurer)
Roger Watkins
Graham Shaw
Angus Cater
James McKillop
Nick Gavin-Brown
Registered Charity 1031238
Number
Registered office Wallace House
South Street
Sherborne
Dorset
DT9 3NE
Business address Wallace House
South Street
Sherborne
Dorset
DT9 3NE
Bankers HSBC
1-3 Bishopsgate
London
EC2N 3AQ

Page 1

SHERBORNE IN THE COMMUNITY TRUSTEES' REPORT FOR THE YEAR ENDED 05 APRIL 2021

FINANCIAL STATEMENTS

The Trustees present their annual report and audited financial statements for the year to 05 April 2021. The legal and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements and the Statement of Recommended Practice - Accounting and Reporting by Charities.

GOVERNING DOCUMENT

Sherborne in the Community is a Company limited by guarantee with no share capital; company number 2824034 incorporated on 4 June 1993. The Company was previously known as Sherborne House Trust but changed its name to Sherborne in the Community on 26 February 2010.

PRINCIPAL ACTIVITIES

Its main activity and objective is to support the mental, moral, spiritual and physical training; and education of boys and girls and youths in the Greater London area.

ACTIVITIES UNDERTAKEN

De Paul continued to rent the property for the duration of the year April20-April21 Rent was paid in 4 quarlterly installments, the insurance cost was also reimbursed by DePaul.

Page 2

0

SHERBORNE IN THE COMMUNITY TRUSTEES' REPORT FOR THE YEAR ENDED 5 APRIL 2021

REVIEW OF THE BUSINESS

The Trustees are reporting an increase in resources of £47,613 after expenses and donations of £26,924 compared with a decrease in resources in 2020 of £23,103

The Trustees report that grants made for the period were £23,372 (2020: £12,795.80)
3,000.0 Cardboard Citizens
4,000.0 Welcare
4,500.0 YUAF
4,872.0 Eat Club
3,000.0 LEAP
4,000.0 Hackney Tales

A further donation of £2,500 was made to Depaul to buy laptops during Covid-19 lockdown

The Trustees are satisfied with the financial position of the Charity and confirm that:-

POWERS OF INVESTMENT AND INVESTMENT POLICIES

The Deed of Trust of the Charity does not place any specific restrictions on the way in which the Charity can operate or on its investments powers.

RISK MANAGEMENT

The Trustees have identified the major risks faced by the Charity and appropriate steps have been taken to mitigate these risks.

TRUSTEES' RESPONSIBILITIES IN RELATION TO THE FINANCIAL STATEMENTS

It is a requirement for the Trustees to prepare financial statements for each financial year, which give a true and fair view of the Charity's financial activities during the year and of its financial position at the end of the year. In preparing those financial statements giving a true and fair view, the Trustees should follow best practice and are required to:-

Page 3

SHERBORNE IN THE COMMUNITY STATEMENT OF TRUSTEES' RESPONSIBILITIES FOR THE YEAR ENDED 05 APRIL 2021

TRUSTEES' RESPONSIBILITIES IN RELATION TO THE FINANCIAL STATEMENTS (CONTINUED)

The Trustees are responsible for keeping proper accounting records, which disclose with reasonable accuracy at any time the financial position of the Trust and enable them to ensure that the financial statements comply with relevant legislation. They are also responsible for safeguarding the assets of the Trust and hence for taking reasonable steps for prevention and detection of fraud and other irregularities.

On behalf of the Trustees

James Nurton Chairman of Trustees

Date

Alison Nurton (Treasurer)

Date

Report of Independent Examiner

I have examined the Balance Sheet and the Income and Expenditure account for the period ending 5 April 2021. I find that they are a true reflection of the documents presented to me.

Name

Title

Address

Page 4

SHERBORNE IN THE COMMUNITY

Charity Registration Number 1031238

BALANCE SHEET

----- Start of picture text -----
as at 5 April 2021
05.04.2021 05.04.2020
Assets
Fixed Assets 0 0
Note 1 Freehold 0 0
Total fixed Assets 0 0
Current Assets
HSBC Current 38,952 15,769
Caf current 0 0
Caf Gold 0 0
Virgin Money 24,484 24,456
Investments SJP 158,746 115,869
Prepayments 4,896 23,372
Note 2 Debtors 540 540
Total 227,618 180,005
Creditors 0 0
Net Assets 227,618 180,005
Represented by:
Unrestricted funds 226,896 179,283
Carried forward 722 722
Total 227,618 180,005
----- End of picture text -----

Note 1 At 5 April 2021 the Charity owned the title to the property known as 34 Decima St, Bermondsey, SE1 Note 2 This represents tax deducted from dividends paid by St James Place in 2015 which at the balance sheet date had not been repaid.

INCOME AND EXPENDITURE

for the period 6th April 2020 to 5th April 2021

Income
Donations and Grants
Bank Interest
DePaul Rent
Gift Aid
Refund from Kids Company
Refund from HMRC
Reimbursement from De Paul
Increase (decrease) in value of investments
Total
Expenditure
Donations
Registration fee
Repairs
Insurance
Professional fees
Bank Charges
Utilities
Misc
Total
Surplus/Loss for the period
carried to Balance Sheet
2020-21
2019-20
£
£
440
2,767
20,000
20,000
10,187
1,004
1,004
42,905
(25,067)
74,537
(1,296)
25,872
12,796
4,000
1,004
1,004
7
4,000
48
26,924
21,807
47,613
(23,103)

Sherborne in the Community

Registered Charity Number 1031238 Registered in England Company No 2824034 Accounts for the period ending 5 April 2021

SHERBORNE IN THE COMMUNITY INDEX TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 05 APRIL 2021

Contents Page
Charity information 1
Report of the Trustees 2-4
Statement of Financial Activities 5
Balance Sheet 6

SHERBORNE IN THE COMMUNITY CHARITY INFORMATION

Trustees James Nurton Chairman
Rupert Reed
Alison Nurton (Treasurer)
Roger Watkins
Graham Shaw
Angus Cater
James McKillop
Nick Gavin-Brown
Registered Charity 1031238
Number
Registered office Wallace House
South Street
Sherborne
Dorset
DT9 3NE
Business address Wallace House
South Street
Sherborne
Dorset
DT9 3NE
Bankers HSBC
1-3 Bishopsgate
London
EC2N 3AQ

Page 1

SHERBORNE IN THE COMMUNITY TRUSTEES' REPORT FOR THE YEAR ENDED 05 APRIL 2021

FINANCIAL STATEMENTS

The Trustees present their annual report and audited financial statements for the year to 05 April 2021. The legal and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements and the Statement of Recommended Practice - Accounting and Reporting by Charities.

GOVERNING DOCUMENT

Sherborne in the Community is a Company limited by guarantee with no share capital; company number 2824034 incorporated on 4 June 1993. The Company was previously known as Sherborne House Trust but changed its name to Sherborne in the Community on 26 February 2010.

PRINCIPAL ACTIVITIES

Its main activity and objective is to support the mental, moral, spiritual and physical training; and education of boys and girls and youths in the Greater London area.

ACTIVITIES UNDERTAKEN

De Paul continued to rent the property for the duration of the year April20-April21 Rent was paid in 4 quarlterly installments, the insurance cost was also reimbursed by DePaul.

Page 2

0

SHERBORNE IN THE COMMUNITY TRUSTEES' REPORT FOR THE YEAR ENDED 5 APRIL 2021

REVIEW OF THE BUSINESS

The Trustees are reporting an increase in resources of £47,613 after expenses and donations of £26,924 compared with a decrease in resources in 2020 of £23,103

The Trustees report that grants made for the period were £23,372 (2020: £12,795.80)
3,000.0 Cardboard Citizens
4,000.0 Welcare
4,500.0 YUAF
4,872.0 Eat Club
3,000.0 LEAP
4,000.0 Hackney Tales

A further donation of £2,500 was made to Depaul to buy laptops during Covid-19 lockdown

The Trustees are satisfied with the financial position of the Charity and confirm that:-

POWERS OF INVESTMENT AND INVESTMENT POLICIES

The Deed of Trust of the Charity does not place any specific restrictions on the way in which the Charity can operate or on its investments powers.

RISK MANAGEMENT

The Trustees have identified the major risks faced by the Charity and appropriate steps have been taken to mitigate these risks.

TRUSTEES' RESPONSIBILITIES IN RELATION TO THE FINANCIAL STATEMENTS

It is a requirement for the Trustees to prepare financial statements for each financial year, which give a true and fair view of the Charity's financial activities during the year and of its financial position at the end of the year. In preparing those financial statements giving a true and fair view, the Trustees should follow best practice and are required to:-

Page 3

SHERBORNE IN THE COMMUNITY STATEMENT OF TRUSTEES' RESPONSIBILITIES FOR THE YEAR ENDED 05 APRIL 2021

TRUSTEES' RESPONSIBILITIES IN RELATION TO THE FINANCIAL STATEMENTS (CONTINUED)

The Trustees are responsible for keeping proper accounting records, which disclose with reasonable accuracy at any time the financial position of the Trust and enable them to ensure that the financial statements comply with relevant legislation. They are also responsible for safeguarding the assets of the Trust and hence for taking reasonable steps for prevention and detection of fraud and other irregularities.

On behalf of the Trustees

James Nurton Chairman of Trustees

Date

Alison Nurton (Treasurer)

Date

Report of Independent Examiner

I have examined the Balance Sheet and the Income and Expenditure account for the period ending 5 April 2021. I find that they are a true reflection of the documents presented to me.

Name

Title

Address

Page 4

SHERBORNE IN THE COMMUNITY

Charity Registration Number 1031238

BALANCE SHEET

----- Start of picture text -----
as at 5 April 2021
05.04.2021 05.04.2020
Assets
Fixed Assets 0 0
Note 1 Freehold 0 0
Total fixed Assets 0 0
Current Assets
HSBC Current 38,952 15,769
Caf current 0 0
Caf Gold 0 0
Virgin Money 24,484 24,456
Investments SJP 158,746 115,869
Prepayments 4,896 23,372
Note 2 Debtors 540 540
Total 227,618 180,005
Creditors 0 0
Net Assets 227,618 180,005
Represented by:
Unrestricted funds 226,896 179,283
Carried forward 722 722
Total 227,618 180,005
----- End of picture text -----

Note 1 At 5 April 2021 the Charity owned the title to the property known as 34 Decima St, Bermondsey, SE1 Note 2 This represents tax deducted from dividends paid by St James Place in 2015 which at the balance sheet date had not been repaid.

INCOME AND EXPENDITURE

for the period 6th April 2020 to 5th April 2021

Income
Donations and Grants
Bank Interest
DePaul Rent
Gift Aid
Refund from Kids Company
Refund from HMRC
Reimbursement from De Paul
Increase (decrease) in value of investments
Total
Expenditure
Donations
Registration fee
Repairs
Insurance
Professional fees
Bank Charges
Utilities
Misc
Total
Surplus/Loss for the period
carried to Balance Sheet
2020-21
2019-20
£
£
440
2,767
20,000
20,000
10,187
1,004
1,004
42,905
(25,067)
74,537
(1,296)
25,872
12,796
4,000
1,004
1,004
7
4,000
48
26,924
21,807
47,613
(23,103)

SHERBORNE IN THE COMMUNITY STATEMEKf OF TRUSTEES. RESPONSIBILMES FOR THE YEAR ENDED 05 APRIL 2021 TRUSTEES RESPONSIBILITIES ￿ RELATION TO THE FI11￿1c￿L STATEMENTS (CONTWUED) Twslees afp resp)nsIb￿ for kei.;, fjlh reasonable accuncy al any li pn)pef 8ccryJnling fecords. which dis(lose linancial Posilion of Tfusl and enable I1￿M io ensure Ihat the financial stalemenls compty wilh relevant legislation. They are also re$r￿sIble for safeguarding the assels of the Trust arKI hence for tsking rea$￿at￿e steps for p￿VentIOn and delectK)n of fraud aThJ ￿her irregularllles. On 1xt￿y ol the Tfuslees Chawrtsn of Trustees d<2A4 J Akn lthJrt{￿ (freasurer) 14 Dcc 2024 Report of Independent Examlner I examined the Balance Sheet and the Income and Expenditure accotmt for the perK￿￿ ending 5 April 2021.1 that tt￿y are a tnje rellec11￿7 of the documents