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2021-12-31-accounts

THE APEDALE HERITAGE CENTRE

Report and Accounts For the Year to 31st December 2021

HERITAGE CENTRE LOOMER ROAD CHESTERTON NEWCASTLE-UNDER-LYME STAFFORDSHIRE ST5 7RR

COMPANY NUMBER 03384360

Registered Charity Number 1073104

APEDALE HERITAGE CENTRE Report and Accounts For the Year to 31st December 2021

Contents

Page
Trustees Report 1
Auditor’s Report 2
Trading Account 3
Balance Sheet 4
Notes to the Accounts 5

APEDALE HERITAGE CENTRE Report and Accounts For the Year to 31st December 2021

Trustees Report

The Trustees present their Report for the Year to 31st December 2021.

Principal Activities

The Heritage Centre's principal activity during the year continued to be the operation of a mining and heritage centre for charitable purposes.

Political and Charitable Donations

During the year, the Heritage Centre made no political donations.

Trustees Responsibilities

Company law requires the Trustees to prepare Accounts for each financial year which give a true and fair view of the state of affairs of the company and of the profit or loss for that period. In preparing those Accounts, the Trustees are required to:

The Trustees are responsible for maintaining proper accounting records which disclose with reasonable accuracy at any time the financial position of the company and to enable them to ensure that the Accounts comply with the Companies Act 2006 and SORP: Accounting and Reporting by Charities. They are also responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Auditor

A resolution to re-appoint R Wade FCA as Auditor will be put to the members at the Annual General Meeting.

Small Company Special Provisions

The Report of the Trustees has been prepared in accordance with the provisions of Part 15 of the Companies Act 2006 relating to small companies and SORP:Accounting and Reporting by Charities.

This Report was approved by the Board of Trustees on 25th September 2022

L J Mason D Rushton C Johnson D Bowdley Trustee Trustee Trustee Trustee T Welsh I Wibberley Trustee Trustee

Page 1

APEDALE HERITAGE CENTRE Report and Accounts For the Year to 31st December 2021

Auditor’s Report

Report of the Auditor to the Trustees of The Apedale Heritage Centre

I have audited the Accounts on pages 3 to 5 which have been prepared in accordance with both the special provisions of Part 15 of the Companies Act 2006 relating to small companies and SORP:Accounting and Reporting by Charities.

Respective responsibilities of Trustees and Auditor

As described on Page 1, the Heritage Centre's Trustees are responsible for the preparation of the Accounts. It is my responsibility to form an independent opinion, based on my audit, on those Accounts and to report my opinion to you.

Basis of Opinion

I conducted the audit in accordance with Auditing Standards issued by the Auditing Practices Board. An audit includes examination, on a test basis, of evidence relevant to the amounts and disclosures in the Accounts. It also includes an assessment of the significant estimates and judgements made by the Directors in the preparation of the Accounts and of whether the Accounting Policies are appropriate to the Heritage Centre's circumstances, consistently applied and adequately disclosed.

I planned and performed my audit so as to obtain all the information and explanations which I considered necessary in order to provide me with sufficient evidence to give reasonable assurance that the Accounts are free from material mis-statement, whether caused by fraud or other irregularity or error. In forming my opinion I also evaluated the overall adequacy of the presentation of information in the Accounts.

Opinion

In my opinion the Accounts give a true and fair view of the state of the Heritage Centre's affairs as at 31st December 2021 and of its trading profit for the year then ended and have been properly prepared in accordance with the Companies Act 2006 applicable to small companies and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities.

Russell Wade FCA

88, Mornington Road Sneyd Green Stoke-on-Trent ST1 6EL

25th September 2022

Page 2

APEDALE HERITAGE CENTRE Trading Account For the Year to 31st December 2021

2021 2020
Sales
Café £44,695 £20,201
Mine £4,330 £1,856
Shop £845 £472
Others £545 £475
£50,415 £23,004
Cost of Sales
Café £15,375 £8,043
Shop £632 £263
£16,007 £8,306
Gross Profit £34,408 £14,698
Expenses
Electricity £9,702 £8,381
Repairs, Consumables and Equipment £14,580 £6,798
Rates and Insurance £4,848 £4,705
Telephone £295 £288
Printing, Stationery and Advertising £223 £307
Legal&Professional £0 £575
Bank Charges £562 £156
Sundry Expenses £732 £340
Total Expenses £30,942 £21,550
Other Income
Membership Fees £552 £562
NUL Borough Council Grants £16,097 £11,620
Rent Received £3,300 £3,489
Mine Training Services £0 £0
Donations Received £6,499 £9,025
Total Other Income £26,448 £24,696
Surplus on Trading Activities for the Year £29,914 £17,844

Page 3

APEDALE HERITAGE CENTRE Balance Sheet As at 31st December 2021

Notes 2021 2020
Fixed Assets 2 £57,261 £67,079
Bugsworth Navigation Ltd :
Investment £10,000 £10,000
Loan £3,800 £3,950
Current Assets
Stock £900 £500
Debtors and Prepayments 3 £20,879 £17,703
Cash In Hand £100 £100
Cash At Bank £63,324 £36,017
£85,203 £54,320
Creditors: Amounts falling due within one year 4 (£8,269) (£4,725)
Net Current Assets/(Liabilities) £76,934 £49,595
Total Assets less Current Liabilities £147,995 £130,624
Creditors: Amounts falling due after more than
one year 5 (£1,750) (£2,000)
Net Assets £146,245 £128,624
Capital and Reserves
Profit and Loss Account 6 £146,245 £128,624
Trustees Funds £146,245 £128,624

These Accounts have been prepared in accordance with the of the Companies Act 2006 applicable to small companies and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities.

Approved by the Board of Trustees on 25th September 2022.

L J Mason D Rushton C Johnson D Bowdley Trustee Trustee Trustee Trustee T Welsh I Wibberley Trustee Trustee

Page 4

APEDALE HERITAGE CENTRE Notes to the Accounts For the Year to 31st December 2021

1. Accounting Policies

Accounting Convention

The Accounts have been prepared under the historical cost convention.

Fixed Asset Valuation

Fixed Assets have been valued at the lower of cost or net realisable value.

On 30th June 2001 the Fixed Assets were revalued based upon the directors' assessment of their net realisable value.

Depreciation

Depreciation has been provided at the following rates in order to write off the Assets over their estimated useful lives :-

Land and Buildings
10% straight line
Plant and Machinery
25% straight line
2. Fixed Assets
Land and
Plant and
Buildings
Machinery

Cost
At 31st December 2020
£541,564
£121,760

Additions during the Year
£2,475
£0
At 31st December 2021
£544,039
£121,760

Depreciation
At 31st December 2020
£474,485
£121,760

Charge for the Year
£12,293
£0
At 31st December 2021
£486,778
£121,760

Net Book Value
At 31st December 2021
£57,261
£0
3. Debtors
2021

Trade Debtors
£2,330
Station Rent
£16,289
VAT
£0
Insurance Refund
£0
Electricity Recharged
£971
Prepayments
£1,289
£20,879
4. Creditors: Amounts falling due within one year
2021

VAT
£233
Trade Creditors
£8,036
Payments Received In Advance
£0
£8,269
5. Creditors: Amounts falling due after more than one year
2021

Loans from Trustees
£1,750
6. Profit and Loss Account
2021

Surplus on Trading Activities
£29,914
Less Depreciation
£12,293
Balance at 31 December 2020
£128,624
£
Balance at 31 December 2021
£146,245
£
Total
£663,324
£2,475
£665,799
£596,245
£12,293
£608,538
£57,261
2020
£0
£14,289
£291
£552
£990
£1,581
£17,703
2020
£0
£4,725
£0
£4,725
2020
£2,000
2020
£17,844
£11,821
122,601
128,624

Page 5