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2024-03-31-accounts

REGISTERED COMPANY NUMBER: 08611387 (England and Wales) REGISTERED CHARITY NUMBER: 1082425

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2024

for

Lupset Jubilee Hall Community Centre Ltd

Lupset Jubilee Hall Community Centre Ltd

Contents of the Financial Statements For the Year Ended 31 March 2024

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5 to 6
Notes to the Financial Statements 7 to 11
Detailed Statement of Financial Activities 12

Lupset Jubilee Hall Community Centre Ltd

Report of the Trustees

For the Year Ended 31 March 2024

The trustees who are also directors of the charity for the purposes of Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND AIMS

We had our best year ever for meals-on-wheels, delivering 12,992 meals to local people plus 590 meals to a local luncheon club. Buffets, parties and room rent improved as well.

We fulfilled two of our objectives - we recruited another volunteer and we were successful in getting a Local Capital Fund grant for more equipment. The increasing costs of food, fuel and wages is becoming more of a challenge. In March 2024, we received a Community Cost of Living Grant to help towards the cost of wages in the next financial year.

The objectives for the forthcoming year are:

  1. Make more use of social media

  2. Recruit more volunteers and committee members

  3. Find a source of sustainable funding

GOVERNING DOCUMENT

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company Number

08611387 (England and Wales)

Registered Charity Number

1082425

Registered Office

Lupset Jubilee Hall Community Centre 5 Road Ends, Townley Road Lupset Jubilee Hall Community Centre Wakefield West Yorkshire WF2 8NS

Trustees

Hilary Mitchell Carol Travers Carole Wade

Page 1

Lupset Jubilee Hall Community Centre Ltd

Report of the Trustees

For the Year Ended 31 March 2024

REFERENCE AND ADMINISTRATIVE DETAILS

Company Secretary Hilary Mitchell

Solicitors

Switalskis 19 Cheapside Wakefield WF1 2SD

Approved by order of the board of trustees on 6 December 2024 and signed on its behalf by:

Mrs Hilary Gail Mitchell - Trustee

Page 2

Lupset Jubilee Hall Community Centre Ltd

Independent Examiner's Report to the Trustees of Lupset Jubilee Hall Community Centre Ltd

Independent examiner's report to the trustee of Lupset Jubilee Hall Community Centre Ltd ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

3.the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

I 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.

Name: …......................................................

Date: …........................................................

Page 3

Lupset Jubilee Hall Community Centre Ltd

Statement of Financial Activities

For the Year Ended 31 March 2024

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
Grants
Investment income
2
Total
EXPENDITURE ON
Raising funds
3
Charitable activities
Total
NET INCOME / EXPENDITURE
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
31.03.24
31.03.23
Unrestricted
Fund
Total Funds
£
£
146,286
111,807
6,168
19,169
126
86
152,580
131,062
12,932
14,678
145,484
119,838
158,416
134,516
5,836
-
3,454
-
21,054
24,380
15,218
20,926

The notes form part of these financial statements Page 4

Lupset Jubilee Hall Community Centre Ltd

Balance Sheet

For the Year Ended 31 March 2024
Notes
FIXED ASSETS
Tangible assets
8
CURRENT ASSETS
Debtors
9
Cash at bank and in hand
CREDITORS
Amounts falling due within one year
10
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
CREDITORS
Amounts falling due after more than one year
11
NET ASSETS
FUNDS
12
Unrestricted funds
TOTAL FUNDS
31.03.24
31.03.23
Unrestricted
Fund
Total Funds
£
£
16,836
12,927
9,355
9,260
20,807
3,513
30,162
12,773
10,617
-
3,113
-
19,545
9,660
36,381
22,587
21,162
-
1,660
-
15,219
20,927
15,218
20,926
15,218
20,926

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2024.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2022 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

(b)preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.

The notes form part of these financial statements Page 5

continued...

Lupset Jubilee Hall Community Centre Ltd

Balance Sheet - continued For the Year Ended 31 March 2024

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 6 December 2024 and were signed on its behalf by:

Mrs Hilary Gail Mitchell - Trustee

The notes form part of these financial statements Page 6

Lupset Jubilee Hall Community Centre Ltd

Notes to the accounts

For the Year Ended 31 March 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Fixtures and fittings

20% on cost

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Hire purchase and leasing commitments

The interest element of these obligations is charged to the Statement of Financial Activities over the relevant period. The capital element of the future payments is treated as a liability.

Rentals paid under operating leases are charged to the Statement of Financial Activities on a straight line basis over the period of the lease.

continued...

Page 7

Lupset Jubilee Hall Community Centre Ltd

Notes to the Accounts - continued For the Year Ended 31 March 2024

2. INVESTMENT INCOME

Interest receivable
3. RAISING FUNDS
Building
Property repairs
4. NET INCOME / EXPENDITURE
Net income / expenditure is stated after charging / crediting:
Depreciation - owned assets
Hire of plant and machinery
Rent
31.03.24
31.03.23
£
£
126
86
31.03.24
31.03.23
£
£
4,740
6,887
31.03.24
31.03.23
£
£
7917
7611
225
130
50
50

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023.

6. STAFF COSTS

The average monthly number of employees during the year was as follows:

31.03.24 31.03.23
Employees during the year 5 5
Volunteers 3 2

No employees received emoluments in excess of £60,000.

continued...

Page 8

Lupset Jubilee Hall Community Centre Ltd

Notes to the Financial Statements - continued For the Year Ended 31 March 2024

7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM
Donations and legacies
Grants
Investment income
Total
EXPENDITURE ON
Raising funds
Charitable activities
Total
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
8. FIXED ASSETS
Audio-visual
equipment and
computers
£
Fixtures and
fittings
£
COST
At 1 April 2023
1
45,578
Additions
-
11,828
Disposals
-
-
At 31 March 2024
1
57,406
DEPRECIATION
At 1 April 2023
-
32,652
Charge for Year
-
7,919
Disposals
-
-
At 31 March 2024
-
40,571
NET BOOK VALUE
At 31 March 2024
1
16,835
At 31 March 2023
1
12,926
INCOME AND ENDOWMENTS FROM
Donations and legacies
Grants
Investment income
Total
EXPENDITURE ON
Raising funds
Charitable activities
Total
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
8. FIXED ASSETS
Audio-visual
equipment and
computers
£
Fixtures and
fittings
£
COST
At 1 April 2023
1
45,578
Additions
-
11,828
Disposals
-
-
At 31 March 2024
1
57,406
DEPRECIATION
At 1 April 2023
-
32,652
Charge for Year
-
7,919
Disposals
-
-
At 31 March 2024
-
40,571
NET BOOK VALUE
At 31 March 2024
1
16,835
At 31 March 2023
1
12,926
Unrestricted
Funds
£
111,807
19,169
86
131,062
14,678
119,838
134,516
3,454
-
24,380
20,926
Totals
£
45,579
11,828
-
1
57,406
57,407
-
32,652
-
7,919
-
-
32,652
7,919
-
-
40,571
40,571
1
16,835
16,836
1
12,926
12,927

continued...

Page 9

Lupset Jubilee Hall Community Centre Ltd

Notes to the Financial Statements - continued For the Year Ended 31 March 2024

9. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Trade debtors
Prepayments
10. CREDITORS: AMOUNTS FALLING DUE WITHIN
31.03.24
31.03.23
£
£
6,957
6,913
2,398
2,347
9,355
9,260
ONE YEAR
31.03.24
31.03.23
£
£
7,692
497
1,249
434
357
286
-
136
1,319
1,760
Trade creditors
Social security and other taxes
Pensions
Attachment of earnings order
Accrued expenses
10,617
3,113

11. CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE YEAR

Accruals and deferred income 31.03.24
31.03.23
£
£
21,162
1,660
21,162
1,660

12. MOVEMENT IN FUNDS

Unrestricted funds
General fund
TOTAL FUNDS
At 01.04.23
Net movement in
funds
At 31.03.24
£
£
£
21054
5,836
-
15,218
21054
-5836
15218

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming resources
Resources
expended
Movement in
funds
£
£
£
152581
158,416
-
5,835
-
152581
-158416
-5835

continued...

Page 10

Lupset Jubilee Hall Community Centre Ltd

Notes to the Financial Statements - continued For the Year Ended 31 March 2024

12. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
TOTAL FUNDS
At 01.04.22
Net movement
in funds
At 31.03.23
£
£
£
24,380
3,445
-
20,926
24,380
3,445
-
20,926

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
Resources
expended
Movement in
funds
£
£
£
131,061
134,516
-
3,455
-
131,061
134,516
-
3,455
-

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
At 01.04.22
Net movement
in funds
At 31.03.24
£
£
£
24,380
9,162
-
15,218
24,380
9,162
-
15,218

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
Resources
expended
Movement in
funds
£
£
£
283,642
292,932
-
9,162
-
283,642
292,932
-
9,162
-

13. RELATED PARTY DISCLOSURES

There were no related party disclosures for the year ended 31 March 2024.

Page 11

Lupset Jubilee Hall Community Centre Ltd

Detailed Statement of Financial Activities
For the Year Ended 31 March 2024
INCOME AND ENDOWMENTS
Donations and legacies
Buffets and kitchen income
Hire of hall
Investment income
Interest receivable
Charitable activities
Grants
Total incoming resources
EXPENDITURE
Accountancy fees
Advertising and PR
Bank charges
Cleaning
Computer expenses
Depreciation
Employers NI
Hire of plant and machinery
Insurance
Kitchen expenses
Legal fees
Light and heat
Motor expenses
Pensions
Postage and stationery
Property repairs
Rates
Rent
Staff training and welfare
Subscriptions
Telephone and internet
Wages and salaries
Total resources expended
NET INCOMING / OUTGOING RESOURCES
31.03.24
31.03.23
£
£
102,944
76,457
43,342
35,350
146,286
111,807
126
86
6,168
19,169
152,580
131,062
193
193
292
240
938
735
1,885
735
72
72
7,917
7,611
74
-
225
130
854
794
37,866
27,595
688
615
8,335
7,739
4,534
5,618
1,455
1,076
241
266
4,740
6,887
1,426
1,256
50
50
58
224
258
258
648
685
85,669
71,739
158,418
134,518
5,838
-
3,456
-

This page does not form part of the statutory financial statements Page 12