WAKEFIELD TRINITY COMMUNITY TRUST (A COMPANY LIMITED BY GUAK4NTEEI TRUSTEES REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025 COMPANY NUMBER 05B99518 (ENGLAND & WALES)
VVAKEFIELD TRINITY COMMUNITY TRUST TRUSTEES REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2025 CONTEbrrs Page Officers and professional adSrS The Trustees, report Stalement of linanclal 8ctlvitlo8 lin¢orporaling incorne and expenditure accwnll 8nd statemellt of lotsl recognised gains and lossas Balance sheet Notes to the financlal statemènts Independent Examinevs report to the members
WAKEFIELD TRINITY COMMUNITY TRUST OFFICERS AND PROFESSIONAL ADVISERS Rgference and Admlnlstratlvo Informotlon Company reglslration numbor 5899518 Charlty reglstratlon numbor 11177 R8glstsred offic Belle Vue Doncaster Rwl Wakgfldd WF15EY Operatlonal address Belle Vua Doncaster Road Wakefield WF1 SEY Trustees Denise Teal David CBSt Erl¢ Tlrnmins Accountants C W Dix Llmlted Accountants & Business Advisors 4 Silkwood Court Wakefield WF5 9TP
WAKEFIELD TRINITY COMMUNITY TRUST THE TRUSTEES. REPORT FOR THE YEAR ENDED 31 AUGUST 2025 The Iruslees, who are also directors of the charlty for the purposes of the Companies Act, have pleasure in presenb'ng their report and financial slalements of the Company for the year ended 31 August 2025. GOVERNING DOCUMENT Wakefield Trfnlty Community Trust is a company limited by guarantee govemed by its M6mor8ndum and Articles of Asso¢iation dated 8th August 2006 and operates as Wakefiedl Trinlty Comrnunily Foundation. It is registered as a charity with the Chadty CommisOn. The company currantty h8s fw8 trustees. RECRurrMENT AND APPOINTMENT OF TRUSTEE BOARD Th6 Company maylrom timè to tirn8 by ordinary res(Aution increase or decraase the number of trustees on the Board. Any member of the Board so appointed shall hdd office only untll the next following annual genero1 m801ing and shall be then 8llgible for reappointm8nt. TRUSTEES INDUCTION AND TRAINING Each new trustee is glvèn two educational booklètg: 'Directors & Secretaries guido. bookltrl GBA1 issued by Comp8nSe8 House edu¢ale$ trustees on the legal duties and spOnSibl1111es ol tho company director under Compally law. "Charities & Fund raising" booklet CC20 is8ued by Charilios Commission ensur$s trustees Bre aware of the legal eS and responsibilities undèr Charity law. ORGANISATIONAL STRUCTURE The Company currenuy has a Board of Trustees conslsting of three mgmbers who set Company policy. In addilKJn nominated per80ns implement Company policy on a day to day basis. The Trust has r6cenlly appointed a number of Thew Iruslees who along with existing trustees are alreBdy commitirvJ considerable tlm6, &fft)rt and skill lo the govomance of the organlsalS0n. RISK MANAGEMENT Th8 Truste88 have a risk Man0Ment strategy which eonprises of an annu81 review of the rfsks the charily may f8C8. OBJECTIVES AND ACTMTIES Wakefield Trlnity Community Foundatlon is the charltsble arm of the Super League club Wakefield Trlnity For Tnore than 20 years. th8 Foundation has commlttÈd Its Ilm8. expertlsè and resources to hamessing the power of Rugby League and physical activity lo inspir& and support local communllles, creatlng lasting and meaningful legacies for indivkluals acmss the district. Wakefleld Trlnity has played an integpal Tdg In the Iwes of the people of Wakofleld and th8 surroundlng cornmunities since S fomalion in 1873. Sport has a unique capacSly tts bring p80ple tog8th9r, transcendlng differences in age. g&nd8r, elhnicily and SO¢18S0nOMic background through a shargd sense ol identlty and pas850n. The gngagernenl potential of Sport. togethèr wlth the strong cornmunity prescence of Wakeliald Trinity provides significant tspportunilies to dellver pOsi've outcomes for people of all ages a¢ross the community. Thg work of the charStable trust is cenlred around four kay themes.. Rugby League. Education, Socialisation and Inclusion, Herllaga and Cornmunily Projects. Acllvities are dellvered across the INakefield District and bèyond, 8UPPOrting individuals Irorn early childhood through to later lrfe, wlh participants ranging in age from four to nin8ty-five years okl.
WAKEFIELt) TRINITY COMMUNITY TRUST THE TRUSTEES, REPORT ICONTINUEDI FOR THE YEAR ENDED 31 AUGUST 2025 FINANCIAL REVIEW The Iradlng Tesulls for the year. Bnd tha Tru81'8 financial position at the end of the year are shown in the attached financial 8talemenls. challenge to the Trust is to bulld ihe flnancl81 KX)sIUon and generate both restrtctèd and unreslrfcled funds from as many 80urce8 a8 possible to dellv&r gro81or Impact wlhin the community. TRUSTEES. RESPONSIBILITIES IN RELATION TO THE FINANCIAL STATEMENTS Company law Tequire5 the Trustee Board to propare financial statements for each finandal year whlch glve B tnje And farr wew of the slate of affairs of the eharltable company as at tho balance shéet dal8 and of its incoming resourc8s and application of resources. InclLJding income and expendilur6. lor thg financial year. In preparing thos6 flnan¢ial 8lalements, the trust88 b08rd should follow best practlce and.. Select sultablo 8ccounling policies and then apply them ¢onsislently', Make judgements and aSMat9$ that are reasonable and prudent., and Prèpara Ihg financial statements on the golng ¢on¢em basis unless It Is InBpproplate to assume that the company MAII contlnue on that basls. The Trustee Board Is responslble ft)r Maintaining proper accountlng r8¢ords whlch dlsclos& wlth reasonablo accuracy al any time the financlal position ol the charitable company and lo enable them to ensure that th6 financlal stal8menls comply wlth thè Compani8s Act 2006. Th6 Trust&9 808rd is 81s0 responsible for safeguardlng th8 888els of the charitable Company and hence for taking reasonable stgps for the prevenb'on and detectlon of fraud and other irregularities. MEMBERS OF THETRUSTEE BOARD Membars of ihe Trustee Board, who are dlrectors for the purpose of company law Bnd trusleas for the purpose ol charlty law. who Serv1 during the year and up to tho date of th18 report are set out on paga 1. R89lstered office: Belle Vue Doncaster Road Wakefield WF15EY Approved by tho trustees on 20 Slgn•d by ordgr of the Trusteos 2026
WAKEFIELD TRINrrYcoMMUNITY TRUST STATEMENT OF FINANCIAL ACTIVITIES {INCLUDING INCOME ANO EXPENDITURE ACCOUNTI FOR THE YEAR ENDED 31 AUGUST 2025 Note Unrastrlcted Restrlctod Total Funds Total Funds Funds Funds 2025 2024 INCOMING RESOURCES Grants Donations & fund raising GIftd Sponsorshlp 252,238 252,236 236,152 10,000 223,175 223,862 236,152 10,000 1.500 TOTAL INCOMING RESOURCES 246.152 252,238 498,390 448.337 CHARITABLE EXPENDITURE Trading cost of goods sold Cost of charitable aclNities Governance costs 114,167 100 382.737 496.904 100 458.665 3,334 TOTAL RESOURCES EXPENDED 114,267 382.737 497,004 461,999 NEf INCOMING IOUTGOINGI RESOURCES FOR THE YEAR BEFORE TRANSFERS 131,885 1130,4991 1,386 113,862) TRANSFERS BETWEEN FUNDS (130.4991 130,499 NET MOVEMEKf IN FUNDS FOR THE YEAR 1.386 1,386 113.662} Balance brought forward at 1 S6plomber 2024 85,145 85.145 98,807 Balanca ¢8rrf8d forward at 31 August 2025 86,531 86,531 85,145
WAKEFIELD TRINITY COMMUNITY TRUST BALANCE SHEET AT 31 AUGUST 2025 2025 2024 Note Flxed assets Tanglble assets 11,164 12,664 Curr•nt assets Debior8 Cash at bank and in hand 10,000 65,367 115,016 75,367 115,016 Cr•dltor8: Amounts falllng due vAthln year 42,535 Net currant assets 75.367 72,481 Total a$s•ts 1988 cunent Ilabllltl•$ 86.531 85,145 Funds ofthe charfty Unrestrlcled funds ReStrted funds 88.531 85,145 86,531 85.145 The Trusleas consrder that the company is entiued to exemption from the requirem6nl to have an audit under the provislons ol section 477111 of the Companies Act 2006. Members have not required the company, under section 476 of the Companies Act 2006, to obtsin an audlt for the yts8r ended 31 Augu812024. Trustees adtnowledge their responsibilities for ensuring that the company keeps accoUnng r8cord8 which comply with sections 386 and 387of the Companles Act 2006 and for praparing accounts whieh give 8 true and fair vièw of the slate of affairs of the company as al 31 August 2024 and of its surplus lorthe year then ended in accordance wtlh th6 raquirements ol section 396 and which otherwise comply with the requirements of thè Act relating to Iha acwunts so far as applicai4e lo the company. The financial ststemenls lCh havo been prepared Sn 8ecordance with the speclal provisions relating to cornpanies subleet to the small companles regime wilhSn Part 15 of the Companies Aet 2006 were approved by the board on 2. 1- &,2 and are slgned on Its beh8M. Trustee Tha notes on pages 6 to 8 form part of these flnanclal slatsments.
WAKEFIELD TRINITY COMMUNITY TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 202S 1. AccouprriNG POLICIES The financial stslemenls have be&n prepared under thg hlstorical cost convenlon. and In ac(x)rdance wllh thè Statement of Recornmended Practi¢9 ISORP} ACCOUnng and Reporung by Charf(les' published In O¢toiw 2005, applicablg accounting standards and the Companies Act 2fj, and in accordance with the Flnancial RepDrtin9 Standard for SmallaT Enlilies l effectlvè April 20081. The prlnclpal acntIng pol168 *lopted in the preparation of the financial statements are as follows: Grants rècelvable Grants receivablè are ¢r8diled lo the Statement of Flnanclal Acllvities in the year to which tw relate. Donatlons Oonatlons are included In th8 8latement of flnaneial aclivlues Sn th8 year in whlch thoy are received. Intsr••t recelvable Interest receiv8bl$ is included in th6 Statement of Financial Activities in thè year in whlch il is racthvable. R850urcgB gxpendod Resources expanded are included In tho Slalement of Flnancyal ActitIeS on an accruals b88iS, Inelusivo of any VAT whlch cannot be recovère(J. Othèr tsnglble flxed assèts Tangible fixed è$$gts 8r8 slated at eosl less deproclatlon. Depreciatlon Is provlded at rat&9 ¢81culated lo ¥wile off th& cost or valuolion of fixed ass81s,1&88 their gstimatgd residual VU$, over their 88timated usoful IN88 on Ihe following bases.. Plant & equlpmenl 15% p¢r annum reducing balance basis Fund aceountlng Funds held by the Charity are either Unreslri¢tsd income.. thes6 are funds whlch can b8 used in accord8nc6 the charttable objectives at the discretion of the truste88. R68lricted income.. Ihesè 8re funds that can only be used for partS¢ular restricted purposes within the objectiv$$ of the charity. Restrictions arise when SP8crfd by the donor or when funds ara r8i89d for particular reslricled purposes. Oncè these restrictions have been met. the remaining balance Ss transferred to the general fund. 2. TURNOVER The turnover and surplus is attributable io tha on8 principal activity of the company. The turnover wa8 811 in the Unld Kingdorn. 3. GRANTS Unrestricted R8$lricted Total Funds Total Funds FUd8 Funds 2025 2024 Grants recelved 252,238 252,238 223.175
WAKEFIELD TRINITY COMMUNITY TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2025 4. COSTS OF CHARITABLE ACTIVITIES Unrestrlctod R08trl¢ted Total Funds Total Funds Funds Funds 2025 2024 Payroll costs Solutions Through Sport HAF Sp9Cl81ist Funding Services Wakefield Trinity L8dig$ Rugby League LUFC Foundation Inclusion Rugby League Facillli88 rental CoLJrse f69s & tralnSrvJ Travel costs Facility hir& EPP costs Promotions and 8(fvertisiro Equipment costs Haritag8 DgP8rtmenl costs Donab'ons- other d)arltl Equlpmenl Dance and Danco Equlpmenl Subscriptions MSscellaneous D¥prgcialion 318,987 318,987 15,017 1,918 260,651 15.017 1,918 808 20,550 12,935 39,016 12,759 63,000 276 33,800 10.459 276 33,800 10,459 63,750 795 3,141 63.750 795 3,141 3,463 1,020 3,624 3,624 1,483 2.500 15,480 2,500 15,480 2.668 16.459 16,459 25.347 216 9.684 1,580 9.198 1,500 9.198 1.500 114,167 382.737 496,4 458,665 5. GOVERNANCE COSTS UnrgStrlct•d R•¥tri¢t•d Total Funds Total Funds Funds Funds 2025 2024 Rgcrullmenl costs Bank charges 3,241 1(K) 100 100 100 3.334 6. TAXATION Th& ¢omp8ny is a registered charlty and Is not Ilablo to corporation lax.
WAKEFIELD TRINrrY COMMUNITY TRUST NOTES TO THE AcCourS FOR THE YEAR ENDED 31 AUGUST 2025 7. TANGIBLE FIXED ASSETS Plant & Equlpment Total COST Al 1 September 2024 Addklon8 38,066 36,066 At 31 August 2025 38,066 38,066 DEPRECIATJON At 1 September 2024 Charge for period 25,402 1.500 25.402 1,500 At 31 August 2025 26,902 26,902 NEf BOOKVALUE Al 31 August 2025 11,164 11.164 Al 31 August 2024 12,664 12,664 CREDrroRS: knounts falllng due wlthln one year 2025 2024 Accmals & deferred income 42,535 42,535
WAKEFIELD TRINITY COMMUNITY TRUST INDEPENDENT EXAMINER'S REPORT TO THE BOARD OF TRUSTEES ON THE FINANCIAL STATEMENTS OF WAKEFIELD TRINITY COMMUNITY TRUST We report on the accounts of Wvakefield Trinlty CommLmity Twst for the year ended 31 August 2025 Re8POCtlvè r•sponslbllltlos of trustees and •xamlner The charitys trustees are rèsponsible for tho preparation of the accounts. The charivs truste6$ wnsider that an audit is not rgquired for this year (under secllons 144 and 145 of the Charitr6$ Act 2011 (the 2011 Aclll and that an independent 6xaminalion is ngeded. It Is our responsibilty to: examine the accounts (under seetlon 145131 of the 2011 Acll., lo follow th6 procedures laid down in the Genèml Directions given by the Charity Commlsslon lund8r section 145151 of the 2011 Act,. and to state wh8ther particular matters have como to OUT attention. Basis of Ind•pendent •xamlnge8 report Our examination was carrled out in accordanc8 With the General Directions glven by the Charity Commission. An examination includ6s 8 review ol th6 accounting records kept by the charity and a compBrlson trf the accounts presented with those records. It also includes consideration of any unusual item8 or disclosure$ in the accounts, and seeking explanations from you as trustees ¢oncerning Bny such matlers. The procedures undertaken do not provide all the ts*id8nce that would b8 required In an audit. and consequenly we do not 6xprg88 an audit oplnion on the view given by the accounts. Independent rnInerfs statsmont In connectlon th our examlnauon, no matter has come lo our attenllon.. whlch glves us reason8ble cause to bellev6 that In, any rnoterfal respect, the roqulrements.. to keep 8ccounling records in accordance wlth sgctlon 130 and 131 of the 2011 Act., and lo prepare accounts which accord th the accounllno r8cords and complywllh the accounting requirements of the 2011 Aet have not been mèt,, or 12} lo which, In our opinion, Bttèntion sh¢Id be drawn in order to &nabla a prop8r undèrstanding of the accounts to bo reachgd. C W Dlx Llmited Accountsnts & Bu8lness Adv18 4 Silkwood Court Wakefield WF5 9TP ZEJ'Z