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2023-12-31-accounts

SWANSEA COMMUNITY BOAT TRUST COMPANY REGISTRATION NUMBER 05182266 FINANCIAL ACCOUNTS AS AT 31 DECEMBER 2023

SWANSEA COMMUNITY BOAT TRUST SWANSEA COMMUNITY BOAT TRUST
AS AT 31 DECEMBER 2023
CHARITY NUMBER 1105536
BUSINESS ADDRESS 29 Victoria Road
Waunarlwydd
Swansea
Great Britain
SA5 4SX
BANKERS The Co-operative Bank plc
P.O. Box 250
Delf House
Southway
Skelmersdale
ACCOUNTANTS Butterfield Morgan Limited
Chartered Accountants
Druslyn House
De La Beche Street
Swansea
SA1 3HJ

SWANSEA COMMUNITY BOAT TRUST AS AT 31 DECEMBER 2023

Directors Report Page 1 Accountants Report Page 2 Balance Sheet Page 3 Statement of Financial Activities Page 4 Notes to the Accounts Pages 5 and 6

SWANSEA COMMUNITY BOAT TRUST AS AT 31 DECEMBER 2023

The directors present herewith their annual report, together with the financial statements of the company for the year ended 31 December 2023.

RESULTS AND DIVIDENDS

The profit for the year was £13,511 ( 2022 : profit £13,511)

PRINCIPAL ACTIVITIES

The company's principal activity is to provide a community boat on the river Tawe for educational and cultural purposes.

DIRECTORS

The directors of the company during the period were :-

C.G. White N.R. Bacon M. Whalley A.G. Brophy E. Davies R.J. Goodwin D.A. Lewis D. Hughes M.S. Clayton Appointed 2nd November 2023

SMALL COMPANY

The directors' report is prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

By Order of the Board

Nick Bacon Secretary

Page 1

ACCOUNTANTS' REPORT TO THE MEMBERS ON THE UNAUDITED ACCOUNTS OF SWANSEA COMMUNITY BOAT TRUST

In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the financial statements of Swansea Community Boat Trust for the year ended 31 December 2023 set out on pages 3 to 6 from the company's accounting records and from information and explanations you have given us.

As a practising member firm of the Institute of Chartered Accountants in England and Wales, we are subject to its ethical and other professional requirements which are detailed at icaew.com/membershandbook.

This report is made solely to the Board of Directors of Swansea Community Boat Trust, as a body, in accordance with the terms of our engagement letter. Our work has been undertaken solely to prepare for your approval the financial statements of Swansea Community Boat Trust and state those matters that we have agreed to state to the Board of Directors of Swansea Community Boat Trust, as a body, in this report in accordance with AAF 2/10 as detailed at icaew.com/compilation. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than Swansea Community Boat Trust and its Board of Directors as a body, for our work or for this report.

It is your duty to ensure that Swansea Community Boat Trust has kept adequate accounting records and to prepare statutory financial statements that give a true and fair view of the assets, liabilities, financial position and profit of Swansea Community Boat Trust. You consider that Swansea Community Boat Trust is exempt from the statutory audit requirement for the year.

We have not been instructed to carry out an audit or a review of the financial statements of Swansea Community Boat Trust. For this reason, we have not verified the accuracy or completeness of the accounting records or information and explanations you have given to us and we do not, therefore, express any opinion on the statutory financial statements.

Butterfield Morgan Limited Chartered Accountants

Reporting Accountants

Druslyn House De La Beche Street Swansea SA1 3HJ

…......................................

Page 2

SWANSEA COMMUNITY BOAT TRUST BALANCE SHEET AS AT 31 DECEMBER 2023

FIXED ASSETS
Plant and machinery
Boat
CURRENT ASSETS
Stock
Debtors & prepayments
Cash at bank and in hand
CURRENT LIABILITIES
Creditors - amounts due within one year
NET CURRENT ASSETS
NET ASSETS
CREDITORS DUE AFTER MORE THAN ONE YEAR
Loan
Debentures
Financed by:
CAPITAL AND RESERVES
Profit and Loss Account
£
£
£
£
8,939
11,817
103,646
114,008
112,585
125,825
1,050
1,000
4,948
3,816
70,197
41,284
76,195
46,100
93,021
99,723
(16,826)
(53,623)
95,759
72,202
0
(400)
(2,000)
(2,000)
93,759
69,802
£
£
93,759
69,802
93,759
69,802
2023
2022
£
£
£
£
8,939
11,817
103,646
114,008
112,585
125,825
1,050
1,000
4,948
3,816
70,197
41,284
76,195
46,100
93,021
99,723
(16,826)
(53,623)
95,759
72,202
0
(400)
(2,000)
(2,000)
93,759
69,802
£
£
93,759
69,802
93,759
69,802
2023
2022
1,050
4,948
70,197
76,195
93,021
72,202
(400)
(2,000)
69,802
£
69,802
69,802

The notes on pages 5 to 6 form an integral part of the accounts.

For the financial period ended 31 December 2023 the company was entitled to exemption from audit under section 477 Companies Act 2006. No member of the company has deposited a notice, pursuant to section 476, requiring an audit of these financial statements under the requirements of the Companies Act 2006.

The directors acknowledge their responsibilities for ensuring that the company keeps accounting records which comply with section 386 of the Act and for preparing financial statements which give a true and fair view of the state of affairs of the company as at the end of the financial year and of its profit or loss for the financial year in accordance with the requierments of sections 394 and 395 and which otherwise comply with the requirments of the Companies Act 2006 realting to accounts, so far as applicable to the company.

These financial stetements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime within Part 15 of the Companies Act 2006 and with the Financial Reporting Standard for Smaller Entities (effective April 2008).

Approved by the Board for issue on …......................

Nick Bacon

Signed on behalf of the board

N.R. Bacon

Page 3

SWANSEA COMMUNITY BOAT TRUST

STATEMENT OF FINANCIAL ACTIVITIES (PROFIT AND LOSS ACCOUNT)

FOR THE YEAR ENDED 31 DECEMBER 2023

Incoming resources
Donations, legacies and similar
incoming resources
Income from activities for
generating funds
Investment income
Other income
Total income
Resources used
Other expenditure :
Cost of activities for
charitable objectives
Support costs
Management and administration
Total expenditure
Net income/(expenditure) for the year
Funds brought forward
Total funds carried forward
Restricted
General
Total
Total
Funds
Fund
Funds
Funds
2023
2023
2023
2022
£
£
£
£
9,921
1,913
11,834
10,894
62,203
62,203
51,055
0
0
0
0
0
2,000
Restricted
General
Total
Total
Funds
Fund
Funds
Funds
2023
2023
2023
2022
£
£
£
£
9,921
1,913
11,834
10,894
62,203
62,203
51,055
0
0
0
0
0
2,000
Restricted
General
Total
Total
Funds
Fund
Funds
Funds
2023
2023
2023
2022
£
£
£
£
9,921
1,913
11,834
10,894
62,203
62,203
51,055
0
0
0
0
0
2,000
Restricted
General
Total
Total
Funds
Fund
Funds
Funds
2023
2023
2023
2022
£
£
£
£
9,921
1,913
11,834
10,894
62,203
62,203
51,055
0
0
0
0
0
2,000
Restricted
General
Total
Total
Funds
Fund
Funds
Funds
2023
2023
2023
2022
£
£
£
£
9,921
1,913
11,834
10,894
62,203
62,203
51,055
0
0
0
0
0
2,000
9,921 64,116 74,037 63,949
7,086
42,994
7,086
42,994
0
5,619
45,119
0
0 50,080 50,080 50,738
9,921
14,036
151,104
(81,302)
23,957
69,802
13,211
56,591
161,025
(67,266)
93,759 69,802

Page 4

SWANSEA COMMUNITY BOAT TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023

1. ACCOUNTING POLICIES

Accounting convention

The accounts are prepared in accordance with applicable accounting standards using the historical cost convention, and reflect the requirements of the Statement of Recommended Practice Accounting for Charities.

The company has taken advantage of the exemption from preparing a cash flow statement conferred by Financial Reporting Standard No.1 on the grounds that it is a small company.

Turnover

Turnover relates to continuing operations.

Grants

Grant funding is recognised as income when the performance related conditions have been met and the trust has become entitled to the income. Income received in advance of performance related conditions being met is recognised as deferred income within creditors on the balance sheet and released to income as the conditions are met.

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:

Fixtures, Fittings & Equipment - 10% straight line method Boat - 5% straight line method Plant & Machinery - 10% straight line method

2. STAFF COSTS 2023 2022 £ £ The company's employment costs are given below: - Wages and salaries 13,682 Employers NI 0 0 - 13,682 The average number of persons employed during the period was 0. (2022 : 2)

Page 5

SWANSEA COMMUNITY BOAT TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023

3. FIXED ASSETS

Cost
As at 01.01.23
Addition
Disposals in the year
As at 31.12.23
Depreciation
As at 01.01.23
Charge for the year
Depn on Disposals
As at 31.12.23
Net book values
4. STOCK
Valued at the lower of cost and net realisable value
As at 31.12.23
5. CREDITORS:amounts falling due within one year
Taxation and Social Security
Other creditors
Deferred Income
6. CREDITORS:amounts falling due after one year
Debentures
City & County of Swansea Loan
7. GRANTS RECEIVABLE
Compact Fund
Environment Agency Splash Grant
Community Changemakers Fund
Landfill Tax Grants
Tesco Grant
Church Acts Grant
2023
£
254,981
1,495
0
256,476
129,156
14,735
0
143,891
112,585
2023
£
1,050
1,050
2023
£
340

4,414
88,947
93,021
2023
£
2,000
0
2,000
2023
£
2,209
150
900
6,362
200
100
9,921
2022
£
253,808
1,173
0
2022
£
253,808
1,173
0
254,981
114,571
14,585
0
129,156
125,825
2022
£
1,000
1,000
- - 2022
£
340

4,195
95,868
99,723
2022
£
2,000
400
2,400
2022
£
2,209
150
-
6,362
200
100
9,021

Page 6