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2024-03-31-accounts

REGISTERED COMPANY NUMBER: 05618159 (England and Wales) REGISTERED CHARITY NUMBER: 1127072

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2024

for

The Peaceful Place Ltd

Butlers Chartered Accountants 1434 London Road Leigh on Sea Essex SS9 2UL

The Peaceful Place Ltd

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

Page
Report of the Trustees 1 to 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8 to 9
Cash Flow Statement 10
Notes to the Cash Flow Statement 11
Notes to the Financial Statements 12 to 21
Detailed Statement of Financial Activities 22 to 23

The Peaceful Place Ltd

Report of the Trustees for the Year Ended 31 March 2024

The Trustees present their report along with financial statements of the charity for the year ended 31 March 2024. The financial statements have been prepared in accordance with the accounting policies set out on page 10 and comply with the charity's governing document, the Charities Act 2011 and the Statement of Recommended Practice: Accounting and Reporting by Charities 2005.

OBJECTIVES AND ACTIVITIES Objectives and aims

Objectives, Aims, Governance, and Management

Peaceful Place Limited was incorporated as a company limited by guarantee on 10 November 2005. It operates under its Memorandum of Association, setting out the Charity's objectives, and its Articles of Association, updated and approved by the Charity Commission and Companies House in 2024.

The Charity's primary aim is to empower individuals diagnosed with dementia, including young-onset dementia, to live fulfilling lives by reducing isolation and providing cognitive stimulation, peer support, and physical activities.

Addressing New and Emerging Needs: The Charity has seen an increase in referrals for older, retired individuals in the early stages of dementia who wish to engage in activities aligned with their talents, skills, and interests. To address this growing demand, Peaceful Place has updated its governing documents, ensuring the organisation can expand its services while maintaining its foc us on early-onset dementia.

Service Delivery and Referrals: Our referrals are primarily through Adult Social Care from Southend, Thurrock, and Essex, with additional referrals from Dementia Crisis teams and private sources. The Charity encourages and facilitates opportunities for peer support, fostering strong and supportive friendships that reduce isolation and loneliness while creating a more active communit y of individuals living well with dementia.

Public benefit

Trustees and CEO continuously consider their responsibilities to ensure the Charity delivers measurable public benefit. The Charity actively listens to members and adapts activities to include them in community life, reducing isolation. Opportunities for volunteering and student placements further extend the Charity's positive impact on the community.

Page 1

The Peaceful Place Ltd

Report of the Trustees for the Year Ended 31 March 2024

ACHIEVEMENT AND PERFORMANCE Charitable Activities

1. Growth in Service Demand

Day centre fee income increased from £375,240 in 2022/23 to £493,025 in 2023/24, reflecting the growing need for Peaceful Place's services.

2. Enhanced Activities and Partnerships

Collaborations with partners such as Sports for Confidence, Hashtag United FC, and Feel-Good Fitness Gym enriches members' experiences, offering activities like walking football, sensory swimming, yoga, and strength and balance training.

A music project with Sinfonia Viva Orchestra culminated in a public intergenerational performance, showcasing the talents of our members.

3. Transportation Services

Peaceful Place operates a fleet of four buses, to transport members to and from the centre and community activities.

The Charity is grateful for the awarded grant from the National Lottery Community Fund to acquire two electric minibuses in the next financial year, alongside three years of associated driver costs. This initiative will support sustainable transportation and reduce our environmental impact.

4. Family Engagement

Events such as the Family Sports Day strengthened connections between members and carers, showcasing achievements in walking football and other activities.

5. Operational Excellence

Maintained a 5-Star Food Hygiene Rating, demonstrating excellence in food preparation and safety. Conducted regular health and safety audits and mandatory training for staff and volunteers to ensure compliance and professionalism.

Thanks to Staff and Volunteers

The Trustees extend their heartfelt gratitude to the dedicated staff and volunteers of Peaceful Place. Their commitment underpins the Charity's ability to deliver its mission and positively impact the lives of members and their families:

Staff: Our skilled team ensures smooth operations, high-quality care, and meaningful activities, continually enhancing their skills through mandatory training.

Volunteers: Volunteers play an integral role across the day centre, Charity Shop, and community activities, significantly contributing to the Charity's success and sustainability.

The Trustees deeply appreciate their efforts and dedication to Peaceful Place's mission.

Page 2

The Peaceful Place Ltd

Report of the Trustees for the Year Ended 31 March 2024

FINANCIAL REVIEW Financial position Key Financial Summary:

Total Income: £696,570 (up from £495,739 in 2022/23). Total Expenditure: £568,954 (up from £404,032 in 2022/23).

Net Income: £127,616, reflecting a positive financial position that supports the Charity's future plans. Total Funds Carried Forward: £1,661,488 (up from £1,533,872 in 2022/23).

Explanation of Total Funds Carried Forward:

The total funds carried forward include the value of the Charity's freehold property, Timberlog Lane Centre, assessed at £936,178.

Principal funding sources

The Charity's primary funding sources include day centre fees, private contributions, grants, and income from the Charity Shop.

Key income highlights for the financial year include:

Day Centre Fees: £493,025 (up from £375,240 in 2022/23), reflecting the increased demand for our services.

Grants: £88,438 (up from £18,250 in 2022/23), including:

National Lottery Community Fund (NLCF) - Main Grants: £36,793, representing the first payment of a multi-year grant, supporting transport costs and purchase of Electric buses.

People's Postcode Lottery Fund: £24,474.

Active Essex Places and Spaces Fund: £7,981.

NLCF - Awards for All - £19,190

Shop Income: £72,671, a consistent source of unrestricted income that supports the Charity's sustainability.

Expenditure Highlights:

Core Dementia Services: £556,323, reflecting the investment in delivering high-quality activities, transportation, meals, and staff training to support our members.

Raising Funds: £12,631, covering the cost of fundraising activities and maintaining the Charity Shop.

Reserves policy

The Trustees have a clear reserves policy to ensure financial stability and safeguard the Charity against unexpected disruptions. Free reserves are maintained at a level equivalent to six months of operating costs.

Page 3

The Peaceful Place Ltd

Report of the Trustees for the Year Ended 31 March 2024

FUTURE PLANS

1. Supporting Family Carers

Peaceful Place is committed to developing a dedicated project for family carers, providing workshops, peer support, and practical resources. Securing funding for this initiative is a key priority.

2. Service Expansion

Plans to establish a second day centre are under consideration to meet growing demand and extend services to underserved areas. A designated reserve of £215,000 has been allocated for this purpose.

3. Charity Shop Development

The Trustees aim to open a second Charity Shop, enhancing income streams and community engagement.

4. Community Advocacy

Peaceful Place will continue to challenge stereotypes about dementia, showcasing members' talents through creative projects, performances, and public activities.

5. Equality, Diversity, and Inclusion

Peaceful Place is committed to promoting equality, diversity, and inclusion across all aspects of its work. The Charity has identified a lack of referrals from within Black, Asian, and Minority Ethnic (BAME) communities and recognises the importance of addressing this gap. As part of its plans, Peaceful Place is actively focusing on raising awareness of its services within these communities by engaging with community leaders and key stakeholders.

This initiative aims to ensure that individuals living with dementia from all backgrounds are aware of and have access to the support and opportunities provided by Peaceful Place. By addressing this underrepresentation, the Charity reaffirms its dedication to inclusivity and equitable service provision for all members of the community.

6. Sustainability Goals

The acquisition of electric minibuses, supported by the National Lottery Community Fund, will reduce the Charity's environmental impact and support sustainable operations.

7. Quality Standards

Peaceful Place is actively working towards achieving the Charity Excellence Framework (CEF) Quality Mark, reflecting its commitment to governance, strategy, and operational excellence.

STRUCTURE, GOVERNANCE AND MANAGEMENT

The Trustees have reviewed the risk associated with Coronavirus or similar unexpected closures after the balance sheet date and have designated an emergency fund of £100,000 for use should the charity suffer further financial disruption due to government restrictions or instances of service user or staff illness or isolation.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

05618159 (England and Wales)

Registered Charity number

1127072

Registered office

261 Timberlog Lane Basildon Essex SS14 1PA

Page 4

The Peaceful Place Ltd

Report of the Trustees for the Year Ended 31 March 2024

Trustees

Mrs A Davenport Chairperson Mrs S Hillier Mr G Baker Trustee (resigned 18.7.2024) Mr W J Gould Treasurer Mrs H Cormack Jones (appointed 18.7.2024) Mrs A Evans (appointed 18.7.2024)

Company Secretary

Butlers Financial Limited

Independent Examiner

Butlers Chartered Accountants 1434 London Road Leigh on Sea Essex SS9 2UL

Sustainability Goals

The acquisition of electric minibuses, supported by the National Lottery Community Fund, will reduce the Charity's environmental impact and support sustainable operations.

Quality Standards

Peaceful Place is actively working towards achieving the Charity Excellence Framework (CEF) Quality Mark, reflecting its commitment to governance, strategy, and operational excellence.

Conclusion

Peaceful Place continues to make significant strides in supporting individuals living with dementia and their families. With a focus on service expansion, environmental sustainability, and operational excellence, the Charity is well-positioned to meet future challenges and opportunities.

Approved by order of the board of trustees on 9 December 2024 and signed on its behalf by:

Mrs A Davenport - Trustee

Page 5

Independent Examiner's Report to the Trustees of The Peaceful Place Ltd

Independent examiner's report to the trustees of The Peaceful Place 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

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

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:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  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

  4. the accounts have not been prepared in accordance with the methods and principles of the 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.

Hayley Meagher FCA

Butlers Chartered Accountants 1434 London Road Leigh on Sea Essex SS9 2UL

9 December 2024

Page 6

The Peaceful Place Ltd

Statement of Financial Activities for the Year Ended 31 March 2024

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
Charitable activities
5
Core dementia services
Other trading activities
3
Investment income
4
Other income
Total
EXPENDITURE ON
Raising funds
6
Charitable activities
7
Core dementia services
Total
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Unrestricted
funds
£
35,505
493,025
72,671
6,767
164
608,132
15,256
539,798
555,054
53,078
1,533,872
1,586,950
Restricted
funds
£
-
88,438
-
-
-
88,438
-
13,900
13,900
74,538
-
74,538
31.3.24
Total
funds
£
35,505
581,463
72,671
6,767
164
696,570
15,256
553,698
568,954
127,616
1,533,872
1,661,488
31.3.23
Total
funds
£
31,211
383,490
74,104
426
6,508
495,739
12,499
391,533
404,032
91,707
1,442,165
1,533,872

The notes form part of these financial statements

Page 7

The Peaceful Place Ltd

Balance Sheet 31 March 2024

Notes
FIXED ASSETS
Tangible assets
13
CURRENT ASSETS
Debtors
14
Cash at bank and in hand
CREDITORS
Amounts falling due within one year
15
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT
LIABILITIES
NET ASSETS
FUNDS
16
Unrestricted funds:
General fund
Designated - Timberlog Lane Centre
Designated - Redundancy reserve fund
Designated - Emergency Contingency Fund
Designated - Second Building Fund
Designated - Shop Contingency Fund
Designated - Sports Studio
Restricted funds
TOTAL FUNDS
Unrestricted
funds
£
989,616
44,513
572,342
616,855
(19,521)
597,334
1,586,950
1,586,950
Restricted
funds
£
-
-
74,538
74,538
-
74,538
74,538
74,538
31.3.24
Total
funds
£
989,616
44,513
646,880
691,393
(19,521)
671,872
1,661,488
1,661,488
190,772
936,178
60,000
100,000
215,000
50,000
35,000
1,586,950
74,538
1,661,488
31.3.23
Total
funds
£
1,000,427
41,037
507,375
548,412
(14,967)
533,445
1,533,872
1,533,872
237,694
936,178
60,000
100,000
200,000
-
-
1,533,872
-
1,533,872

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 2024 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 8

The Peaceful Place Ltd

Balance Sheet - continued 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 9 December 2024 and were signed on its behalf by:

Mr W J Gould - Trustee

The notes form part of these financial statements

Page 9

The Peaceful Place Ltd

Cash Flow Statement for the Year Ended 31 March 2024

Notes
Cash flows from operating activities
Cash generated from operations
1
Net cash provided by operating activities
Cash flows from investing activities
Purchase of tangible fixed assets
Sale of tangible fixed assets
Interest received
Net cash provided by/(used in) investing activities
Change in cash and cash equivalents in
the reporting period
Cash and cash equivalents at the
beginning of the reporting period
Cash and cash equivalents at the end of
the reporting period
31.3.24
£
138,742
138,742
(6,004)
-
6,767
763
139,505
507,375
646,880
31.3.23
£
92,280
92,280
(28,116)
14,750
426
(12,940)
79,340
428,035
507,375

The notes form part of these financial statements

Page 10

The Peaceful Place Ltd

Notes to the Cash Flow Statement for the Year Ended 31 March 2024

1. RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES

Net income for the reporting period (as per the Statement of Financial
Activities)
Adjustments for:
Depreciation charges
Profit on disposal of fixed assets
Interest received
Rounding adjustment
Increase in debtors
Increase in creditors
Net cash provided by operations
31.3.24
£
127,616
16,816
-
(6,767)
(1)
(3,476)
4,554
138,742
31.3.23
£
91,707
14,509
(6,500)
(426)
-
(12,933)
5,923
92,280

2.

ANALYSIS OF CHANGES IN NET FUNDS

At 1.4.23 Cash flow At 31.3.24
£ £ £
Net cash
Cash at bank and in hand 507,375 139,505 646,880
507,375 139,505 646,880
Total 507,375 139,505 646,880

The notes form part of these financial statements

Page 11

The Peaceful Place Ltd

Notes to the Financial Statements for the Year Ended 31 March 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, 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 Companies Act 2006. 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.

Plant and machinery - 20% on reducing balance Fixtures and fittings - 25% on cost Computer equipment - 50% 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

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

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

continued...

Page 12

The Peaceful Place Ltd

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

DONATIONS AND LEGACIES

2.
DONATIONS AND LEGACIES
Gifts and donations
Grants
Grants received, included in the above, are as follows:
Albert Jones Trust
RS Browless Charitable Trust
3.
OTHER TRADING ACTIVITIES
Shop income
4.
INVESTMENT INCOME
Deposit account interest
5.
INCOME FROM CHARITABLE ACTIVITIES
Activity
Day centre fees
Core dementia services
Grants
Core dementia services
Grants received, included in the above, are as follows:
Essex Community Foundation
Kool Kids Foundation
Peoples Postcode Lottery Fund
National Lottery Fund - Awards for all scheme
National Lottery Fund - Main Grants
Active Essex Places and Spaces
31.3.24
£
25,505
10,000
35,505
31.3.24
£
10,000
-
10,000
31.3.24
£
72,671
31.3.24
£
6,767
31.3.24
£
493,025
88,438
581,463
31.3.24
£
-
-
24,474
19,190
36,793
7,981
88,438
31.3.23
£
21,011
10,200
31,211
31.3.23
£
10,000
200
10,200
31.3.23
£
74,104
31.3.23
£
426
31.3.23
£
375,240
8,250
31.3.23
£
21,011
10,200
31,211
31.3.23
£
10,000
200
10,200
31.3.23
£
74,104
31.3.23
£
426
31.3.23
£
375,240
8,250
383,490
31.3.23
£
7,200
1,050
-
-
-
-
8,250
8,250

continued...

Page 13

The Peaceful Place Ltd

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

6. RAISING FUNDS

Raising donations and legacies
Fundraising expenses
Bid writing costs
Other trading activities
Rent
Cleaning materials
Telephone and internet
Printing and postage
Repairs and renewals
Insurance
Light and heat
Waste disposal
Water and rates
Direct costs
Volunteer Gifts
Aggregate amounts
7.
CHARITABLE ACTIVITIES COSTS
Core dementia services
8.
SUPPORT COSTS
Core dementia services
31.3.24
£
1,107
2,625
3,732
31.3.24
£
4,350
49
307
833
330
136
1,055
1,905
329
1,778
452
11,524
15,256
Support
Direct
costs (see
Costs
note 8)
£
£
548,760
4,938
Governance
Finance
costs
£
£
2,058
2,880
31.3.23
£
439
2,500
2,939
31.3.23
£
4,350
92
540
527
196
100
962
1,674
305
651
163
9,560
12,499
Totals
£
553,698
Totals
£
4,938

continued...

Page 14

The Peaceful Place Ltd

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

9. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

31.3.24 31.3.23
£ £
Other non-audit services 2,880 2,880
Depreciation - owned assets 16,815 14,510
Other operating leases 4,350 4,350
Surplus on disposal of fixed assets - (6,500)

10. 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.

11. STAFF COSTS

Wages and salaries
Social security costs
Other pension costs
The average monthly number of employees during the year was as follows:
Operational
31.3.24
£
307,550
16,243
5,804
329,597
31.3.24
8
31.3.23
£
214,406
11,480
3,806
229,692
31.3.23
8

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

12. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM
Donations and legacies
Charitable activities
Core dementia services
Other trading activities
Investment income
Other income
Total
EXPENDITURE ON
Raising funds
Unrestricted
funds
£
21,211
375,240
74,104
426
6,508
477,489
12,499
Restricted
funds
£
10,000
8,250
-
-
-
18,250
-
Total
funds
£
31,211
383,490
74,104
426
6,508
495,739
12,499

Page 15

continued...

The Peaceful Place Ltd

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

12.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL
Charitable activities
Core dementia services
Total
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
13.
TANGIBLE FIXED ASSETS
COST
At 1 April 2023
Additions
At 31 March 2024
DEPRECIATION
At 1 April 2023
Charge for year
At 31 March 2024
NET BOOK VALUE
At 31 March 2024
At 31 March 2023
12.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL
Charitable activities
Core dementia services
Total
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
13.
TANGIBLE FIXED ASSETS
COST
At 1 April 2023
Additions
At 31 March 2024
DEPRECIATION
At 1 April 2023
Charge for year
At 31 March 2024
NET BOOK VALUE
At 31 March 2024
At 31 March 2023
ACTIVITIES
Unrestricted
funds
£
373,283
385,782
91,707
1,442,165
1,533,872
Freehold
property
£
936,178
-
936,178
-
-
-
936,178
936,178
- continued
Restricted
funds
£
18,250
18,250
-
-
-
Plant and
machinery
£
2,602
-
2,602
1,075
514
1,589
1,013
1,527
Total
funds
£
391,533
404,032
91,707
1,442,165
1,533,872
Fixtures
and
fittings
£
80,602
6,004
86,606
72,869
5,354
78,223
8,383
7,733

Page 16

continued...

The Peaceful Place Ltd

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

13.
TANGIBLE FIXED ASSETS - continued
Motor
vehicles
£
COST
At 1 April 2023
112,256
Additions
-
At 31 March 2024
112,256
DEPRECIATION
At 1 April 2023
57,346
Charge for year
10,907
At 31 March 2024
68,253
NET BOOK VALUE
At 31 March 2024
44,003
At 31 March 2023
54,910
14.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Prepayments and accrued income
15.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Social security and other taxes
Accruals and deferred income
Computer
equipment
£
1,185
-
1,185
1,106
40
1,146
39
79
31.3.24
£
34,450
10,063
44,513
31.3.24
£
11,131
5,510
2,880
19,521
Totals
£
1,132,823
6,004
Totals
£
1,132,823
6,004
1,138,827
132,396
16,815
149,211
989,616
1,000,427
31.3.23
£
13,024
28,013
41,037
31.3.23
£
5,651
4,454
4,862
14,967
14,967

continued...

Page 17

The Peaceful Place Ltd

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

16. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Designated - Timberlog Lane Centre
Designated - Redundancy reserve fund
Designated - Emergency Contingency Fund
Designated - Second Building Fund
Designated - Shop Contingency Fund
Designated - Sports Studio
Restricted funds
Peoples Postcode Lottery Fund - Sports 4
Health
Active Essex Places and Spaces - Bowers
Gifford Allotment
National Lottery Fund - Main Grants -
Transport project
National Lottery Fund -Awards for All -
Growing Together
TOTAL FUNDS
Net movement in funds, included in the above are
Unrestricted funds
General fund
Restricted funds
Peoples Postcode Lottery Fund - Sports 4
Health
Active Essex Places and Spaces - Bowers
Gifford Allotment
National Lottery Fund - Main Grants -
Transport project
National Lottery Fund -Awards for All -
Growing Together
TOTAL FUNDS
At 1.4.23
£
237,694
936,178
60,000
100,000
200,000
-
-
1,533,872
-
-
-
-
-
1,533,872
as follows:
Net
movement
in funds
£
53,078
-
-
-
-
-
-
53,078
15,516
7,846
31,986
19,190
74,538
127,616
Incoming
resources
£
608,132
24,474
7,981
36,793
19,190
88,438
696,570
Transfers
between
funds
£
(100,000)
-
-
-
15,000
50,000
35,000
-
-
-
-
-
-
-
Resources
expended
£
(555,054)
(8,958)
(135)
(4,807)
-
(13,900)
(568,954)
At
31.3.24
£
190,772
936,178
60,000
100,000
215,000
50,000
35,000
At
31.3.24
£
190,772
936,178
60,000
100,000
215,000
50,000
35,000
1,586,950
15,516
7,846
31,986
19,190
74,538
1,661,488
Movement
in funds
£
53,078
15,516
7,846
31,986
19,190
74,538
127,616
74,538
127,616

continued...

Page 18

The Peaceful Place Ltd

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

16. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net
movement
At 1.4.22
in funds
£
£
Unrestricted funds
General fund
365,987
91,707
Designated - Timberlog Lane Centre
936,178
-
Designated - Redundancy reserve fund
40,000
-
Designated - Emergency Contingency Fund
100,000
-
Designated - Second Building Fund
-
-
1,442,165
91,707
TOTAL FUNDS
1,442,165
91,707
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
477,489
Restricted funds
Essex Community Foundation
7,200
Kool Kids Foundation
1,050
Albert Jones Trust
10,000
18,250
TOTAL FUNDS
495,739
Transfers
between
funds
£
(220,000)
-
20,000
-
200,000
-
-
Resources
expended
£
(385,782)
(7,200)
(1,050)
(10,000)
(18,250)
(404,032)
At
31.3.23
£
237,694
936,178
60,000
100,000
200,000
At
31.3.23
£
237,694
936,178
60,000
100,000
200,000
1,533,872
1,533,872
Movement
in funds
£
91,707
-
-
-
-
91,707
-
91,707

continued...

Page 19

The Peaceful Place Ltd

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

16. MOVEMENT IN FUNDS - continued

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

Unrestricted funds
General fund
Designated - Timberlog Lane Centre
Designated - Redundancy reserve fund
Designated - Emergency Contingency Fund
Designated - Second Building Fund
Designated - Shop Contingency Fund
Designated - Sports Studio
Restricted funds
Peoples Postcode Lottery Fund - Sports 4
Health
Active Essex Places and Spaces - Bowers
Gifford Allotment
National Lottery Fund - Main Grants -
Transport project
National Lottery Fund -Awards for All -
Growing Together
TOTAL FUNDS
At 1.4.22
£
365,987
936,178
40,000
100,000
-
-
-
1,442,165
-
-
-
-
-
1,442,165
Net
movement
in funds
£
144,785
-
-
-
-
-
-
144,785
15,516
7,846
31,986
19,190
74,538
219,323
Transfers
between
funds
£
(320,000)
-
20,000
-
215,000
50,000
35,000
-
-
-
-
-
-
-
At
31.3.24
£
190,772
936,178
60,000
100,000
215,000
50,000
35,000
1,586,950
15,516
7,846
31,986
19,190
74,538
1,661,488

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

Incoming
resources
£
Unrestricted funds
General fund
1,085,621
Restricted funds
Essex Community Foundation
7,200
Kool Kids Foundation
1,050
Albert Jones Trust
10,000
Peoples Postcode Lottery Fund - Sports 4
Health
24,474
Active Essex Places and Spaces - Bowers
Gifford Allotment
7,981
National Lottery Fund - Main Grants -
Transport project
36,793
National Lottery Fund -Awards for All -
Growing Together
19,190
106,688
TOTAL FUNDS
1,192,309
Resources
Movement
expended
in funds
£
£
(940,836)
144,785
(7,200)
-
(1,050)
-
(10,000)
-
(8,958)
15,516
(135)
7,846
(4,807)
31,986
-
19,190
(32,150)
74,538
(972,986)
219,323
Resources
Movement
expended
in funds
£
£
(940,836)
144,785
(7,200)
-
(1,050)
-
(10,000)
-
(8,958)
15,516
(135)
7,846
(4,807)
31,986
-
19,190
(32,150)
74,538
(972,986)
219,323
74,538
219,323

continued...

Page 20

The Peaceful Place Ltd

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

16. MOVEMENT IN FUNDS - continued

The following funds are held by the charity:

Designated Funds:

Timberlog Lane Centre: £936,178, representing the assessed value of the Charity's freehold property, the Timberlog Lane Centre. By designating these funds, the Trustees ensure this core asset is safeguarded and cannot be diverted to general operational use.

Second Building Fund: £215,000, set aside for the acquisition of a second premises to expand the Charity's geographical reach.

Emergency Contingency Fund: £100,000, to provide financial resilience in the event of unforeseen challenges.

Shop Contingency Fund: £50,000, designated for future improvements to the Charity Shop.

Sports/Gym Room Fund - £35,000 for the construction of sports/gym room at the Peaceful Place site to enhance physical acti vities opportunities.

Redundancy Reserves Fund: £60,000, allocated to cover potential redundancy payments in the unlikely event of the Charity's dissoluti on.

Transfer between funds:

The only transfers between funds in the year were in order to designate funds from general funds to designated funds after the Trustees considered future requirements and strategy.

17. OTHER FINANCIAL COMMITMENTS

At the year end the charity has made a commitment to £6,000 costs of redecoration to the property at Timberlog Lane which were completed after date.

18. RELATED PARTY DISCLOSURES

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

Page 21

The Peaceful Place Ltd

Detailed Statement of Financial Activities for the Year Ended 31 March 2024

31.3.24 31.3.23
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Gifts and donations 25,505 21,011
Grants 10,000 10,200
35,505 31,211
Other trading activities
Shop income 72,671 74,104
Investment income
Deposit account interest 6,767 426
Charitable activities
Day centre fees 493,025 375,240
Grants 88,438 8,250
581,463 383,490
Other income
Other Income 164 6,508
Total incoming resources 696,570 495,739
EXPENDITURE
Raising donations and legacies
Fundraising expenses 1,107 439
Bid writing costs 2,625 2,500
3,732 2,939
Other trading activities
Rent 4,350 4,350
Cleaning materials 49 92
Telephone and internet 307 540
Printing and postage 833 527
Repairs and renewals 330 196
Insurance 136 100
Light and heat 1,055 962
Waste disposal 1,905 1,674
Water and rates 329 305
Direct costs 1,778 651
Volunteer Gifts 452 163
11,524 9,560
Charitable activities
Wages 307,550 214,406
Carried forward 307,550 214,406

This page does not form part of the statutory financial statements

Page 22

The Peaceful Place Ltd

Detailed Statement of Financial Activities
for the Year Ended 31 March 2024
31.3.24 31.3.23
£ £
Charitable activities
Brought forward 307,550 214,406
Social security 16,243 11,480
Pensions 5,804 3,806
Rates and water 2,130 601
Insurance 3,015 1,532
Light and heat 5,144 5,924
Telephone 3,182 3,123
Postage and stationery 3,183 3,443
Activity equipment & materials 57,124 34,460
Catering 27,938 21,775
Cleaning & medical supplies 18,249 12,142
IT software & consumables 6,436 9,409
Advertising & marketing 3,427 2,806
Funeral/Flower costs 234 63
Repairs and maintenance 10,353 8,371
Professional Fees 8,169 886
Subscriptions and licences 1,887 1,642
Training & Travel 4,033 425
Vehicle expenses 35,136 31,370
Waste disposal 2,343 1,916
Staff entertaining 413 271
Bookkeeping 3,850 3,658
HR & risk assessment 4,484 4,283
Health & Safety costs 1,617 908
Plant and machinery 514 514
Fixtures and fittings 5,355 2,961
Motor vehicles 10,907 10,907
Computer equipment 40 127
Loss on sale of tangible fixed assets - (6,500)
548,760 386,709
Support costs
Finance
Bank charges 2,058 1,944
Governance costs
Auditors' remuneration for non audit work 2,880 2,880
Total resources expended 568,954 404,032
Net income 127,616 91,707

This page does not form part of the statutory financial statements

Page 23