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2024-05-31-accounts

BULWARK COMMUNITY CENTRE NOTES ON THE ACCOUNTS FOR THE FINANCIAL YEAR JUNE 1[ST] 2023 TO MAY 31[ST] 2024

1.SUMMARY

There was a surplus for the year of £4830

Income at £98731 included £42485 grants from the Lottery Fund to cover refurbishment costs and grants of £20380 from Chepstow Town Council which included £12000 towards the 2024/2025 Operating Grant. . Expenditure at £ 93901 included refurbishment building costs of £47480 and £10670 consultancy fees relating to development and implementation of the refurbishment project.

2. INCOME

Rentals at £18551 were 16% higher than the previous year . As mentioned above grants of £72590 were received largely relating to the refurbishment project and Chepstow Town Council, but additionally from Mon CC for kitchen refurbishment and from Monmouthshire Housing Association for the Garden Project.

Proceeds of £2051 from the weekly lunch reflected growing attendances at the lunches

Up to here

3. EXPENDITURE

The largest element of expenditure was £47460 refurbishment costs paid in the financial year. Wages increased by 4% to £16776. There were large increases in utilities up 22% at £6050. Maintenance at £5664 included new guttering, electrical works, and numerous annual mandatory checks.

4. RESERVES

£14000 was held in the Charities Investment Fund and is the statutory requirement of the Charity Commission. A further £28215 was held in a Lloyds Saving Account held as a holding fund for refurbishment and follow up costs.

5. CURRENT AND FUTURE PROSPECTS

Recent trends show rentals increasing as the benefits of the refurbishment continue to attract new users. This gives us confidence to progress with further improvements.

T.M. WOOD Treasurer for the Annual General Meeting to be held on 14[th] October 2024

BULWARKCOMMUNITYCENTRE ACCOUNTS BULWARKCOMMUNITYCENTRE ACCOUNTS BULWARKCOMMUNITYCENTRE ACCOUNTS BULWARKCOMMUNITYCENTRE ACCOUNTS BULWARKCOMMUNITYCENTRE ACCOUNTS
FINANCIAL YEAR 1STJUNE 2023 TO 31ST MAY 2024
INCOME EXPENDITURE
Grants
Chepstow TownCouncil 20350 refurbishment (building costs) 47460
Lottery Fund 42485 Wages 16776
Mon cc kitchen project 12368 consultancy fees 10670
Mon Housing Assoc 2232 Utilities 6050
Total Grants **77435 ** Maintenance 5664
Rentals **18551 ** Insurance 507
café cash **2051 ** Rates 1275
Charity Fund Interest **694 ** Equipment 1637
Garden project 2088
Web/publicity 885
Cleaning etc supplies 219
Refurb event 558
Other expense 112
Surplus for the year 4830
98731 98731
Chepstow TC Grants includes £12000 reserved for 2024/2025
Balance brought forward 54126
Plus surplus for the year 4830
58956
Represented by
Charity Fund Investment Ac 14000
Lloyds "Saving Account" ** 28215
current account 16741
58956
**Lloyds Saving Account ( includes funding for future refurbishment costs)
b/fwd from 2023 35695
Interest 241
transferred to current account (net) -7721
28215
T.M.WOOD
TREASURER FOR THE AGM OCTOBER 2024

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustées BULWARK COMMUNITY CEpifE MANAGEMENT TRUST 318Y 2024 On acwunts for the year ended Chartty no (rf any) 1048141 Set out on pages Ly I report to the trustees on my examination ofthe accounts of the above chanty (Ihe Trusf) for the year ended l i .Lo ZLF As the charity's trustees. you are reswBible for the preparation of the accounts in accordan￿ with the requirements of the Charities Act 2011 (Ihe Acr). Responslbilitles and bas18 of report I report in respect of ry examination of the Trusfs accounts carried out under sectN)n 145 of the 2011 Act and in carrying out examination, I have followed all the applicable DIrect￿nS given by the Charty Commission under section 14515)(b) of the A(L Indepondent trhe charitys gross in(x)Th exceeded £250,000 and l am qualrfied to examlnerfs statemont undertake the examinatron by being a qualffied member of [insert name of applic2ble listed L¥)dy]]. Delet81] rfnot 8ppIKable. I have completed my eXaminat￿n. I wnfinn that no material matters have come to my attention in cOnnect￿n with the examination (other than that disclosed below ') which gives me cause to believe that in, any material the accounting records not kept in accordance wtth section 130 of the Charitiés Act.. or the accounts did not ac￿rd with the accountlng records; or the accounts did not comply with the applicable reqU1￿ments concerning the fom and content of accounts set OLrt in the Charities {Ac￿Unts and Reports) ReguMions 2008 other than any requirem8nt that the accwnts give a and fairf view which is not a matter considered as part of an indeFEnderrt examination. I have no concems and have come across no other matters in connection Wtth the examin&'on to which attentson should be drawn in this report in order to enable a woper understanding of the accounts to be reached. ' Plea delete the V*Yxds in the brackets rftt￿Y do not apply. Dat•: Signed: /L/L/ L Name: Addres8: ov/ P¥4fi 6 G£lJ