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2024-03-31-accounts

OVERSEAS CHINESE ASSOCIATION (South West Region)

Annual Report and Financial Statements Year ended: 31ST MARCH 2024

Registered Charity Number: 1068751

OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements Contents

Page No

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|||||||| |---|---|---|---|---|---|---| |1|Legal|and|administrative|information| |2-3|Trustees|Report| |4|independent|Examiner's|Report| |5|Statement|of|Financial|Activities| |6|Balance|Sheet| |7-12|Schedules|forming|part|of the|financial|statements| |13-14|Notes|forming|part|of the|financial|statements|

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OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements Legal and administrative information

Status

Overseas Chinese Association (South West Region) (‘OCA’) is an unincorporated charitable association, governed by a written constitution adopted in August 1997.

Trustees and management committee

Members of the OCA management committee are elected at the AGM on a two-year term of office. Last election took place on 3 December 2023. The committee comprises of.

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||||||||| |---|---|---|---|---|---|---|---| |Clive Wong|Chair| |Amelia|Leung|Vice|Chair &|Secretary| |Tai Wah|Yuen|Deputy Chair|(appointed|on|21|August|2024)| |Kam|Chuen|Lee|Treasurer| |Kuen|Sin|Convenor| |Kin|Wai|Cheung|Head|of Chinese|Language|School| |Chi|Hung Wong|representative|of|Elderly|People’s|Club|

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plus 28 management committee members

Registered charity number 1068751

Registered office address 15 Lower Ashley Road, St Agnes, Bristol BS2 90A Registered email address info@ocasw.org.uk

Bankers National Westminister Bank plc

independent Examinier & Accountant AL Accounting Solutions Chartered Certified Accountants 21A Brighton Road South Croydon Surrey CR2 6EA

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OVERSEAS CHINESE ASSOCIATION Annual Report and Financial Statements for the year ended 31ST MARCH 2024 Trustees’ Report

Structure, governance and management

Overseas Chinese Association (South West Region) (‘OCA’) is an unincorporated charitable association, governed by a written constitution adopted in August 1997. Members of the OCA management committee are elected at the AGM on a two-year term of office. Additional committee members may be co-opted to the management committee during the year. The committee meets regularly at approximately 6-8 week intervals during the year.

Principal objectives and activities

The association is established to provide facilities for the promotion of the well-being of the people of Chinese origin and their family members in the Bristol and South West area and, in particular, for solving the difficulties caused by language, social and cultural barriers and for the social integration of the people in the Chinese and larger community. Our main objectives in the current year are to: 7) Continue monitoring our rental income and the repair state of the property. 2) Restart the Sunday Chinese Language School as well as to find additional funding for the School. 3) increase membership numbers. 4) Recruit additional volunteers. 5) Extend the range of services. 6) Attract external funding.

Members

Membership is open to people of Chinese origins living in the Bristol or South West area who subscribe to our aims and objectives. Membership fee is payable annually and is due on 1 January. At present membership fee is set at £10 per annum. We hope to attract more members particularly from new migrants into the area and from the younger generation. Membership details are kept in a register which is regularly updated by our administrative staff.

Management committee (trustee board)

The OCA is governed by the management committee, also known as the trustee board, the members of which are elected once every two years at the Annual General Meeting.

Trustees- The association owns the freehold property at 9-15 Lower Ashley Road, St Agnes, Bristol BS2 9QA. The property is held on behalf of the association by the Charity Commission and the following persons are also appointed Property Trustees: Wan Loi Wong, Wah Kwan Wong, Ameila Leung & Kam Chuen Lee.

Staff - We have two part-time administrative staff. They work approximately a total of 35 hours per week on a paid job-share basis. They provide operational support for the management committee, association activities, Chinese Language School and Elderly People’s Club. We hope that we would be able to increase our staff working hours to commensurate with the anticipated increase of our future activities.

Annual General Meeting and general elections of the Association The Management Committee members and office holders are elected bi-annually at our Annual General Meeting. At present there are 35 committee members, out of which 7 are office holders and 4 are appointed property trustees.

Financial review

o Reserves and investment policies

During the year the management committee has continued using the banking facilities with National Westminster Bank. As the association’s reserves are limited and all funds held by the association earn interest tied to the bank’s base rate, the management committee does not have an investment policy at present. It will review both this and the reserves policy when the association’s reserves increase. The free reserves as at the year-end are available cash funds net of short term liabilities.

The committee has decided that the association should maintain reserves of at least £10,000 at any one time as part of the association’s contingency management. The amount will be subject to regular reviews according to any material changes in the circumstances affecting the association.

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OVERSEAS CHINESE ASSOCIATION Annual Report and Financial Statements for the year ended 31ST MARCH 2024 Trustees’ Report

Financial review contd..

o Risk assessment

The management committee does not believe the association is subject to any substantial risks beyond the liabilities disclosed in the financial statements. The association owns the freehold property at 9-15 Lower Ashley Road. It holds building and contents insurance policies as well as trustee indemnity insurance policy and employers’ liability insurance.

A Child Protection Policy has been adopted in line with the requirements of funders where activities involve children and/or vulnerable young adults. The committee wishes to formalise the recruitment process of volunteer teachers of the Chinese classes at the school and to continue the adoption of Criminal Records Bureau checks for all volunteers who would work with children at our school on a regular basis.

Trustees’ declaration

Accounting and reporting responsibilities

In addition to the monthly income and expenditure statements prepared by our administrative staff and the Treasurer, the management committee is responsible for preparing financial statements for each financial year, which gives a true and fair view of the association’s financial activities during the year and of its financial position at the end of the year. In preparing those financial statements, the management committee should follow best practice and:

The management committee is responsible for:

The report was approved by the trustees on 2 January 2025 and signed on their behalf by:

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es
Clive Wong
Chairperson
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rir:Mi coos oo _ Sel ner
Kam Chuen Lee
Treasurer
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OVERSEAS CHINESE ASSOCIATION (South West Region)

Annual Report and Financial Statements Independent Examiner's Report to the Trustees for the year ended 31ST MARCH 2024

| report to the trustees on my examination of the accounts of the above charity for the above period.

Responsibilities and basis of report:

As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act’).

| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement: | have completed my examination. | confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

| 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.

Alhassan Bangura FCCA AL Accounting Solutions Chartered Certified Accountants 21A Brighton Road South Croydon Surrey CR2 6EA DY | 5;

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OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements

Overall Statement of Financial Activities (including Income and Expenditure Account) for the year ended 31ST MARCH 2024

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|||||||| |---|---|---|---|---|---|---| |Unrestricted|Endowment|2024|2023| |Notes|Funds|Funds|Total|Total| |£|£|£|£| |Incoming|resources:| |Incoming resources|from generated funds| |Gross takings from|events|13,457|-|13,457|-| |Donations|received|1,650|-|1,650|3,026| |Miscellaneous|income|-|-|-|-| |Investment income|124|-|124|85| |Incoming resources|from|charitable|activites|#|=|~| |Subscriptions and|fees|790|-|790|310| |Rental income|-|41,760|41,760|36,719| |Grants|-|-|-|5,830| |Total Incoming|resources|16,021|41,760|57,781|45,970| |Resources|Expended:| |Costs of generating funds| |Payment for events|20,616|-|20,616|19,264| |Telephone|advertising & promotions|925|-|925|918| |Sundry expenses|791|-|791|1,726| |Bank charges|-|-|-|10| |Premises|expenses|-|10,877|10,877|3,495| |Repairs & renewals|-|13,206|13,206|8,452| |Member|services & travelling|3,290|-|3,290|3,245| |Printing,|postage|& stationery|384|-|384|197| |Donations,|books &|prizes|657|-|657|2,500| |Salaries & wages|21,986|-|21,986|12,869| |Insurance|& Subscription|-|4,770|4,770|4,572| |Depreciation|368|8,479|8,847|8,939| |Legal &|professional fee|2,233|-|2,233|1,714| |Governance cost|7|540|540|-| |Total|Resources|Expended|51,790|37,332|89,122|67,901| |Net incoming resources|(35,769)|4,428|(31,341)|(21,931)| |Opening funds|97,488|196,272|293,760|315,691| |Adjustments/transfers|6|-|20,676|20,676|20,676| |Closing funds|61,719|221,376|283,095|314,436|

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OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements Overall Balance Sheet as at 31ST MARCH 2024

Unrestricted Endowment 2024 2023
Funds Funds Total Total
Notes £ £ £ £
Fixed assets
Tangible FixedAsset 2 - 121,997 121,997 127,514
Investments 2 - 102,047 102,047 105,377
Total FixedAsset - 224,044 224,044 232,891
Current assets
Debtors 3 16,057 - 16,057 16,057
Cash atbankand in hand 69,005 - 69,005 90,498
Total currentassets 85,062 - 85,062 106,555
Creditors:
Amounts fallingduewithin oneyear 4 (10,068) - (10,068) - 9,067
Creditors:
Amounts fallingdue afteroneyear 5 - (15,943) (15,943) (15,943)
Net assets 74,994 208,101 283,095 314,436
Funds ofthe charity
Openingfunds 97,488 196,272 293,760 315,691
Incoming resources 16,021 41,760 57,781 45,970
Outgoingresources (51,790) (37,332) (89,122) (67,901)
Transfers/consolidation adjustments - - - -
61,719 200,700 262,419 293,760
Grant reserves -equipment 6 - 20,676 20,676 20,676
ClosingFunds 61,719 221,376 283,095 314,436

The schedules and notes on pages 7 to 13 form part of these financial statements

These financial statements were approved by the trustees on 2 January 2025 and signed on their behalf by:

SIBNE........seccessesseeressseresseeees Clive Wong Chairperson

SiQNed.. fooAiressssssesceeteeeees Kam Chuen Lee Treasurer

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OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements Schedules forming part of the financial statements for the year ended 31ST MARCH 2024

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|||||||| |---|---|---|---|---|---|---| |The|Association| |Statement|of Financial Activity|Unrestricted|Endowment|2024|2023| |Funds|Funds|Total|Total| |£|£|£°|£| |Incoming|resources:| |Incoming|resources from|generated|funds| |Gross|takings|from|events|6,537|6,537|-| |Donations|received|600|600|1,450| |Investment|income|46|46|15| |Incoming|resources from|charitable|activites|-| |Subscriptions|and|fees|790|790|310| |Rental|income|41,760|41,760|34,939| |Grants|-|-|5,830| |Total|Incoming|resources|7,973|41,760|49,733|42,544| |Resources|Expended:| |Costs|of generating funds| |Payment|for|events|2,609|2,609|10,491| |Telephone|advertising|&|promotions|925|925|918| |Sundry expenses|490|490|1,653| |Bank|charges|-|-|10| |Premises|expenses|10,877|10,877|3,466| |Repairs &|renewals|13,206|13,206|8,452| |Member|services &|travelling|45|45|2,395| |Printing,|postage|&|stationery|384|384|180| |Donations,|books &|prizes|7|7|2,500| |Salaries|&|wages|21,986|21,986|12,869| |Insurance|&|Subscription|4,770|4,770|4,572| |Depreciation|8,479|8,479|8,508| |Legal|&|professional|fee|2,233|2,233|1,714| |Governance|cost|540|540|-| |Total|Resources|Expended|29,219|37,332|66,551|57,728| |Net|incoming|resources|(21,246)|4,428|(16,818)|(15,184)| |Opening|funds|74,972|230,435|305,407|320,591| |Adjustments/transfers|-| |Closing funds|53,726|234,863|288,589|305,407|

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OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements Schedules forming part of the financial statements for the year ended 31ST MARCH 2024

TheAssociation
BalanceSheet Unrestricted Endowment 2024 2023
Funds Funds Total Total
Notes £ £ £: £
Fixed assets
Tangible Fixed Asset 2 - 119,909 119,909 125,058
Investments 2 - 102,047 102,047 105,377
Total Fixed Asset - 221,956 221,956 230,435
Current assets
Debtors 15,943 15,943 15,943
Cash at bank and in hand 60,691 60,691 68,029
Total current assets 76,634 - 76,634 83,972
Creditors:
Amounts fallingduewithin oneyear (10,001) (10,001) (9,000)
Creditors:
Amounts falling due after oneyear - - -
Net assets 66,633 221,956 288,589 305,407
Funds ofthe charity
Openingfunds 74,972 230,435 305,407 320,591
Incoming resources 7,973 41,760 49,733 42,544
Outgoing resources (29,219) (37,332) (66,551) (57,728)
53,726 234,863 288,589 305,407
Grant reserves - equipment - - - -
ClosingFunds 53,726 234,863 288,589 305,407

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OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements Schedules forming part of the financial statements for the year ended 31ST MARCH 2024

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|||||||| |---|---|---|---|---|---|---| |Elderly|Peoples|Club| |Statement|of Financial|activity|Unrestricted|Endowment|2024|2023| |Funds|Funds|Total|Total| |£|£|£°:|£| |Incoming|resources:| |Incoming|resources from|generated|funds| |Gross|takings from|events|145|145|-| |Donations|received|50|50|1,576| |Investment|income|78|78|70| |Incoming|resources|from|charitable|activites| |Rental|income|-|-|1,780| |Grants|-|25|%| |Total|Incoming|resources|273|-|273|3,426| |Resources|Expended:| |Costs|of generating funds| |Payment|for|events|6,244|6,244|8,768| |Sundry|expenses|55|55|73| |Premises|expenses|-|-|29| |Member|services|&|travelling|995|995|850| |Printing,|postage|&|stationery|-|-|17| |Donations,|books &|prizes|150|150|-| |Depreciation|368|368|431| |Total|Resources|Expended|7,812|-|7,812|10,168| |Net|incoming|resources|(7,539)|-|(7,539)|(6,742)| |Opening funds|16,180|(18,220)|(2,040)|4,702| |Adjustments/transfers|20,676|20,676|20,676| |Closing funds|8,641|2,456|11,097|18,636|

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OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements Schedules forming part of the financial statements for the year ended 31ST MARCH 2024

Elderly Peoples Club
BalanceSheet Unrestricted Endowment 2024 2023
Funds Funds Total Total
£ £ £: £
Fixed assets
Tangible Fixed Asset 2,088 2,088 2,456
Investments - - -
Total Fixed Asset - 2,088 2,088 2,456
Current assets
Debtors 114 114 114
Cash at bank and in hand 9,015 9,015 16,186
Total current assets 9,129 - 9,129 16,300
Creditors:
Amountsfallingduewithinoneyear (120) (120) (120)
Creditors:
Amounts falling due after one year - - -
Net assets 9,009 2,088 11,097 18,636
Funds ofthe charity
Opening funds 16,180 (18,220) (2,040) 4,702
Incoming resources 273 - 273 3,426
Outgoing resources (7,812) - (7,812) (10,168)
Transfers/consolidation adjustments - - - -
8,641 (18,220) (9,579) (2,040)
Grant reserves - equipment - 20,676 20,676 20,676
ClosingFunds 8,641 2,456 11,097 18,636

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OVERSEAS CHINESE ASSOCIATION

(South West Region)

Annual Report and Financial Statements Schedules forming part of the financial statements for the year ended 31ST MARCH 2024

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|||||||| |---|---|---|---|---|---|---| |OCA|Chinese|School| |Statement|of Financial|activity|Unrestricted|Endowment|2024|2023| |Funds|Funds|Total|Total| |£|£|£;|£| |Incoming|resources:| |Incoming|resources from|generated|funds| |Gross|takings|from|events|6,775|6,775|-| |Donations|received|1,000|1,000|-| |Total|Incoming|resources|7,775|-|7,775|-| |Resources|Expended:| |Costs|of generating funds| |Payment|for|events|11,763|11,763|5| |Sundry expenses|246|246|-| |Member|services &|travelling|2,250|2,250|-| |Printing,|postage &|stationery|-|-|-| |Donations,|books|&|prizes|500|500|-| |Total|Resources|Expended|14,759|-|14,759|5| |Net|incoming|resources|(6,984)|-|(6,984)|(5)| |Opening|funds|6,336|(15,943)|(9,607)|(9,602)| |Adjustments/transfers|-| |Closing funds|balance*|(648)|(15,943)|(16,591)|(9,607)|

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OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements Schedules forming part of the financial statements for the year ended 31ST MARCH 2024

OCA Chinese School
Balance Sheet Unrestricted Endowment 2024 2023
Funds Funds Total Total
£ £ £° £
Fixed assets
Tangible Fixed Asset - - -
Investments - = =
Total Fixed Asset - - - -
Current assets
Debtors - - -
Cash atbankand in hand (701) (701) 6,228
Total current assets (701) - (701) 6,228
Creditors:
Amounts fallingdue within oneyear 53 53 (120)
Creditors:
Amountsfallingdue afteroneyear - (15,943) (15,943) -
Net assets (648) (15,943) (16,591) 6,108
Funds ofthe charity
Openingfunds 6,336 (15,943) (9,607) 4,702
Incoming resources 7,775 - 7,775 -
Outgoing resources (14,759) - (14,759) (5)
Transfers/consolidation adjustments - - - .
(648) (15,943) (16,591) 4,697
Grant reserves - equipment - - - -
ClosingFunds (648) (15,943) (16,591) 4,697

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OVERSEAS CHINESE ASSOCIATION (South West Region) Annual Report and Financial Statements Notes forming part of the financial statements for the year ended 31ST MARCH 2024

  1. Accounting policies

a) The accounts (financial statements) have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by 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 and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011 and UK Generally Accepted Practice as it applies from 1 January 2019.

b) Grants and income are included in full in the Statement of Financial Activities in the year in which they are receivable, except as follows:

i) When funds must be used in future accounting periods, the income is then deferred until those periods.

c) Resources expended are recognised in the period in which they are incurred. Resources expended include attributable VAT which cannot be recovered.

d) Unrestricted funds are members subscriptions, donations and other incoming resources received for the objects of the charity without further specified purpose and are available as general funds.

e) Endowment funds are held with respect to freehold properyty at 9-15 Lower Ashley Road, St Agnes, Bristol. Property related expenditures including the deprecistion charge on tangible assets, building insurance, repairs and maintenance costs have been allocated againstthe endowment funds.

2. Tangible fixed assets Freehold Freehold FF& Eqpt FF& Eqpt
Investments Property Association EPC TOTAL
£ £ £ £ £
Cost:
As at 01-Apr-2023 166,521 249,041 16,202 35,530 300,773
As at 31STMARCH 2024 166,521 249,041 16,202 35,530 300,773
Depreciation:
As at 01-Apr-2023 61,144 125,103 15,082 33,074 173,259
Charge 3,330 4,981 168 368 5,517
As at 31STMARCH 2024 64,474 130,084 15,250 33,442 178,776
Net Book Value:
As at31STMARCH2024 102,047 118,957 952 2,088 121,997
Asat01-Apr-2023 105,377 123,938 1,120 2,456 127,514

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OVERSEASCHINESEASSOCIATION OVERSEASCHINESEASSOCIATION
(SouthWest Region)
Annual Reportand FinancialStatements
Notesforming part ofthefinancialstatements
forthe theyearended 31STMARCH 2024
3. Debtors 2024 2023
£ £
The Association intra-balance with Chinese school 15,943 15,943
Other debtors and prepayments 114 114
16,057 16,057
4. Creditors: 2024 2023
Amountfallingdue within oneyear £ £
Accruals and deferred income 9,067 9,067
Governance cost accrued 540 -
Tax & National Insurance unpaid 96 -
Salaies unpaid 365 -
10,068 9,067
5. Creditors: 2024 2023
Amountfalling due afteroneyear £ £
Chinese School intra-balance with The Association 15,943 15,943
15,943 15,943
  1. _ Included in the reserves for Elderly People Club is Grant reserves - equipment of £20,676.

  2. Included in The Association are fees accrued for Independent examination of accounts of £540.00

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