**Charity Registration No. 1071273**
## **BATH BOULES CHARITABLE TRUST**
**TRUSTEES' REPORT AND UNAUDITED ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024**
## **BATH BOULES CHARITABLE TRUST**
## **LEGAL AND ADMINISTRATIVE INFORMATION**
**Trustees** Dr N L Howse C Mead P J Addis E J Heffer D Gledhill G E A Samios (Appointed 14 April 2025) **Charity number** 1071273 **Principal address** 37 Great Pulteney Street Bath BA2 4DA **Independent examiner** Pearson May 37 Great Pulteney Street Bath BA2 4DA **Bankers** Bath Building Society 15 Queen Square Bath BA1 2HN
## **BATH BOULES CHARITABLE TRUST**
## **CONTENTS**
||**Page**|
|---|---|
|Trustees' report|1 - 2|
|Independent examiner's report|3|
|Statement of financial activities|4|
|Balance sheet|5|
|Notes to the accounts|6 - 8|
## **BATH BOULES CHARITABLE TRUST**
## **TRUSTEES' REPORT**
## _**FOR THE YEAR ENDED 31 DECEMBER 2024**_
The trustees present their report and accounts for the year ended 31 December 2024.
The accounts have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the governing document, the Charities Act 2011 and the Statement of Recommended Practice, "Accounting and Reporting by Charities", issued in March 2005.
The event continued to recover to its pre-pandemic levels and the operator (MediaClash) worked hard to control costs and increase income. The outcome was an improvement on the previous year and showed it was proving difficult to grow the donations to previous levels.
## **Structure, governance and management**
The trustees who served during the year were:
Dr N L Howse C Mead P J Addis W H T Sheppard (Resigned 31 December 2024) E J Heffer D Gledhill (Appointed 7 June 2024)
## **Objectives and activities**
The object is to promote the annual Bath Boules event and make donations of its income to charity in accordance with its charitable objects.
The charity is established and governed by a Trust Deed dated the 10th July 1998. The trustees are the owners of an annual summer boules event held in Bath which is organised and run for them by others. The event raises funds which the trustees distribute by grant in response to applications made for charitable support. The trustees maintain a website https://www.bathboules.com which includes an application form for potential donees. The trustees have wide discretion but they look to help the young, the old, those in poor health and the disadvantaged within Bath and its environs.
The trustees are aware of the requirement on them to consider public benefit and this is considered both in setting the policy for giving and also in reviewing every application for support.
## **Achievements and performance**
We were able to continue to support a variety of local charities as set out in these accounts. Many of the grants made come through applications on the website although we also regularly support some who we regard as providing key services to the Bath area.
## **Financial review**
Income exceeded expenditure for the year by £7,163 (2023 - expenditure exceeded income by £10,355). This has replenished the trust’s reserves. We were able to support 22 local charities in the year. The trust remains in a reasonable financial position. A summary of the net assets is as follows:
||**2024**2023|
|---|---|
||**£**£|
|Tangible assets|**-**-|
|Cash at Building Society|**13,001**5,838|
||_______ _______|
||**13,001**5,838|
||_______ _______|
- 1 -
## **BATH BOULES CHARITABLE TRUST**
## **TRUSTEES' REPORT (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2024**_
On behalf of the board of trustees
## **C Mead**
Trustee Dated: 23 September 2025
- 2 -
## **BATH BOULES CHARITABLE TRUST**
## **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF BATH BOULES CHARITABLE TRUST**
I report on the accounts of the charity for the year ended 31 December 2024, which are set out on pages 4 to 8.
## **Respective responsibilities of trustees and examiner**
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
- (i) examine the accounts under section 145 of the 2011 Act;
- (ii) to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and
- (iii) to state whether particular matters have come to my attention.
## **Basis of independent examiner's report**
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
## **Independent examiner's statement**
In connection with my examination, no matter has come to my attention:
- (a) which gives me reasonable cause to believe that in any material respect the requirements:
- (i) to keep accounting records in accordance with section 130 of the 2011 Act; and
- (ii) to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act;
- have not been met; or
- (b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
## **Matthew Rutter BSc(Hons) FCA CTA**
Pearson May
Chartered Accountants 37 Great Pulteney Street Bath BA2 4DA
Dated: 8 October 2025
- 3 -
## **BATH BOULES CHARITABLE TRUST**
## **STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT**
## _**FOR THE YEAR ENDED 31 DECEMBER 2024**_
|**Notes**
**Incoming resources from generated funds**
Donations
**2**
Investment income
**3**
**Total incoming resources**
**Resources expended**
**4**
**Charitable activities**
Donations to charity
Governance costs
**Total resources expended**
**Net income/(expenditure) for the year/**
**Net movement in funds**
Fund balances at 1 January 2024
**Fund balances at 31 December 2024**|**2024**
2023
**£**
£
**31,374**
24,820
**191**
287
**31,565**
25,107
**22,571**
33,453
**1,831**
2,009
**24,402**
35,462
**7,163**
(10,355)
**5,838**
16,193
**13,001**
5,838|
|---|---|
- 4 -
## **BATH BOULES CHARITABLE TRUST**
## **BALANCE SHEET**
## _**AS AT 31 DECEMBER 2024**_
|**2024**
**Notes**
**£**
**Current assets**
Cash at building society
**13,001**
**Total assets less current liabilities**
**Income funds**
Unrestricted funds
The accounts were approved by the Trustees on 7 October 2025
Dr N L Howse
C Mead
**Trustee**
**Trustee**|**£**
**13,001**
**13,001**
**13,001**|2023
£
5,838|£
5,838|
|---|---|---|---|
||||5,838|
||||5,838|
|||||
- 5 -
## **BATH BOULES CHARITABLE TRUST**
## **NOTES TO THE ACCOUNTS**
## _**FOR THE YEAR ENDED 31 DECEMBER 2024**_
## **1 Accounting policies**
## **1.1 Basis of preparation**
The accounts have been prepared under the historical cost convention. The Statement of Financial Activities has been drawn up as a summary of the receipts and payments made during the year by the charity.
The accounts have been prepared in accordance with applicable accounting standards, the Statement of Recommended Practice, "Accounting and Reporting by Charities", issued in March 2005 and the Charities Act 2011.
## **1.2 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:
Website Straight line over the 3 year term
## **2 Donations receivable**
|**3**
**4**|Donations
**Investment income**
Interest receivable
**Total resources expended**
**Charitable activities**
Donations to charity
Grant funding of activities
**Governance costs**|**Other**
**Grant**
**costs**
**funding**
**£**
**£**
**-**
**22,571**
**1,831**
**-**
**1,831**
**22,571**|**2024**
**£**
**31,374**
**2024**
**£**
**191**
**Total**
**2024**
**£**
**22,571**
**1,831**
**24,402**|2023
£
24,820|
|---|---|---|---|---|
|||||2023
£
287|
|||||Total
2023
£
33,453
2,009|
|||||35,462|
- 6 -
## **BATH BOULES CHARITABLE TRUST**
## **NOTES TO THE ACCOUNTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2024**_
|**5**|**Tangible fixed assets**||
|---|---|---|
|||**Website**|
|||**£**|
||**Cost**||
||**At 1 January 2024 and at 31 December 2024**|**4,556**|
||**Depreciation**||
||**At 1 January 2024 and at 31 December 2024**|**4,556**|
||**Net book value**||
||**At 31 December 2024**|**-**|
- 7 -
**NOTES TO THE ACCOUNTS (CONTINUED)** _**FOR THE YEAR ENDED 31 DECEMBER 2024**_
## **BATH BOULES CHARITABLE TRUST**
## **6 Grants payable**
|Donations to charity
Grants to institutions relating to Donations to charity comprise:
Genesis Trust
Dorothy House
Julian House
Off The Record
Young Carers Development Trust
BANES Carers Centre
Bath Mind
Developing Heath & Independence
ReMind UK
Jessie May Children's Hospice at Home
Bath Gateway Out & About
SWALLOW
Southside Family Project Bath
Mentoring Plus
Bath City Farm
We Hear You
YMCA
The Hive Peasedown St John
Voices for Life
Bath Cats & Dogs Home
Jamie's Farm
Trauma Breakthrough
RICE
1st Impressions (Bath)
Youth Connect South West
The Lily Foundation
BEMSCA
Chiltern Music Therapy
Peter Pan Pre-school Bath
Voices of Aphasia
Grow For Life
Bath Community Kitchen
Bath Philharmonia
Friends of the Margaret Coates Unit|**2024**
**£**
**22,571**
1,300
1,500
1,500
1,500
750
1,000
1,000
1,000
1,000
-
750
-
-
-
-
-
2,500
-
750
1,000
-
1,000
-
1,000
271
-
-
-
500
500
750
1,000
1,000
1,000
**22,571**|2023
£
33,453|
|---|---|---|
|||1,500
3,500
3,500
3,500
-
-
-
-
-
1,000
-
1,400
3,600
1,655
2,000
2,000
-
2,000
1,250
-
1,000
-
1,798
-
-
1,000
2,000
750
-
-
-
-
-
-|
|||33,453|
- 8 -