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2025-03-31-accounts

CENTRAL AMENITIES FUND

HMS SULTAN

ANNUAL REPORT AND FINANCIAL STATEMENTS

For Period

1 April 2024 to 31 March 2025 ,

Registered Charity No. 1130481

Trustees’ Annual Report and Comments

==> picture [516 x 673] intentionally omitted <==

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|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |Central|Amenities|Fund|HMS|SULTAN| |Charity|Registered No:|1130481| |Covering the Accounting|Year:|.|1|April|2024|to|31|March|2025| |Address:|-HMS SULTAN| |Military Road| |Gosport POI23BY||| |Governing Document:|Constitution (Mess|Rules)| |Object:|The primary aim of the CAF|is|to promote the welfare|and| |military|efficiency|of|Naval and|other|Service|personnel| |serving|in HMS|Sultan.|This|is|interpreted|as|to|“improve|the|_| |wellbeing|(both morale|and physical)|and|efficiency|of| |establishment personnel|through the|provisions|of services,| |amenities|and|activities|that|are|not|within|the|remit|of Crown| |or employer requirements”.|,| |Trustee:|Captain|M|Hamilton Royal Navy| |Trustee|selection method:|Appointed|as|such by the Naval|Secretary.| |Bankers:|RBS-Holts| |.|Farnborough| |GU14|7NR|;| |Independent|Examiner:|Peter Nicholls MBE MAAT| |5|Nursery Road| |Havant| |Hants|PO9|3BG| |Activities|and Achievements:|To have resources|available|for expenditure on improvements| |to|the|quality|of life,|and the|engenderment|of espirit de|corps.| |The|fund|continues|to meet|its|object by the provision|of| |leisure|and|sporting|activities.|Numerous|grants|have been| |made|to|individuals|for sporting|and adventurous|training| |activities.|The|fund|continues|to|act|as|a|central-bank|and| |support|for many|charitable|and non-charitable|funds| |operating|in HMS|Sultan.| |Financial Review:|The net worth|of the fund had increased by £8K to|its new| |value of£472.3K.|This was a|result of Bonfire Night profit|-| |£26.4K,|caravan parking|- £33K and|interest|-|£16.2K.|This| |funded|sports,|grants|and TV|expenditure of £62.2K|as|well|as| |other|small|running|costs.| |The CAF|held £476K|in bank and deposit|accounts.| |However,|£115.9K belonged|to|other|Service|funds|and|a| |further £19.7K was|owed|to|creditors.|

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Investment Selection Policy: No investments were held. Financial Reserves Policy: The Trustee has considered the level of reserves to retain, appropriate to the charity’s needs. These are considered to be the £397K held in deposit accounts. The Trustee aims to ensure that the charity will be able to fulfil its charitable objectives even if there is a temporary shortfall in income and unexpected expenditure. In addition, the Trustee seeks to have ‘ funds available for major capital projects. The Trustee will endeavour not to set aside funds unnecessarily. Grant Policy: Grants may be made to mess members to assist with the personal contributions to sporting, adventurous training, or other activities. , Risk Assessment: The Trustee reviews the major risks to which the charity is exposed, and systems have been established to manage those risks and believes that by maintaining the free reserves stated it would provide sufficient resources in the event of adverse conditions. Half yearly independent examination of the accounts will mitigate the risk of any mismanagement by the mess committee.

Public Benefit Statement: This fund provides public benefit by assisting Service personnel to perform their roles more effectively within the ArmedForces of the Crown. It does this by providing and supporting mess facilities and social activities. This assistance enables Service personnel to face the challenges and danger associated with military service by developing and maintaining teamwork, spirit and attitude, and morale. As a result, the fund promotes the efficiency of the Armed Forces of the Crown by enhancing the Royal Navy’s and Royal Marines’ capability to undertake the roles demanded of it including the defence of the United Kingdom and its interests. I confirm that I have paid due regard to the Charity Commission of England and Wales’s guidance on public benefit when deciding what activities, the charity should undertake.

Declaration:

I declare, in my capacity of Charity Trustee, that I have approved the above report.

Stonedon Qrigiral
Name CaptainM Hamilton RoyalNavy
Appointment CommandingOfficerand SoleManagingTrustee
Date 8May2025

HMS SULTAN CENTRAL AMENITIES FUND

Registered Charity No 1130481

BALANCE SHEET

31 March 2025

Fixed Assets
Notes
Property
7
Current Assets
Stocks
8,259.01
£
Debtors & Prepayments
8
48,195.13
£
95 Day Deposit Account
180,995.86
£
Treasury Reserve
215,755.63
£
Bank
79,207.18
£
Cash
26,247.70
£
558,660.51
£
Current Liabilities
Creditors
9
19,750.00
£
Charitable Funds
10
42,249.31
£
Non Charitable Funds
11/11A
73,693.00
£
135,692.31
£
Net Current Assets
Total Net Assets
Represented by
General Fund
Lodge Replacement Fund (Designated)
Projects Fund (Designated)
49,341.00
£
42,541.00
£
8,259.01
£
45,360.06
£
162,739.57
£
206,837.26
£
100,952.41
£
20,322.60
£
544,470.91
£
16,916.00
£
44,880.35
£
60,913.47
£
122,709.82
£
422,968.20
£
421,761.09
£
472,309.20
£
464,302.09
£
367,086.39
£
363,964.76
£
72,983.98
£
62,983.98
£
32,238.83
£
37,353.35
£
472,309.20
£
464,302.09
£
31 March 2024
49,341.00
£
42,541.00
£
8,259.01
£
45,360.06
£
162,739.57
£
206,837.26
£
100,952.41
£
20,322.60
£
544,470.91
£
16,916.00
£
44,880.35
£
60,913.47
£
122,709.82
£
422,968.20
£
421,761.09
£
472,309.20
£
464,302.09
£
367,086.39
£
363,964.76
£
72,983.98
£
62,983.98
£
32,238.83
£
37,353.35
£
472,309.20
£
464,302.09
£
31 March 2024
464,302.09
£
363,964.76
£
62,983.98
£
37,353.35
£
464,302.09
£

Approved on 8 May 2025 Signed on Original

Captain M Hamilton Royal Navy Sole Managing Trustee

1

SULTCAFMar25BSZBALANCE SHEET

HMS SULTAN CENTRAL AMENITIES FUND

STATEMENT OF FINANCIAL ACTIVITIES

12 months to 31 March 2025

Income
Donations
Charitable Activities
Other Trading Activities
Investment Income
Total Income
3
Expenditure
Charitable Activities
Raising Funds
Total Expenditure
4
Net Income
Plus Previous Year Correction
Net Movement of Funds
Total Funds Brought Forward 1 Apr 24
Total Funds Carried Forward 31 Mar 25
9,410.42
£
81,131.16
£
34,426.00
£
16,243.28
£
141,210.86
£
131,765.75
£
1,438.00
£
133,203.75
£
8,007.11
£
-
£
8,007.11
£
464,302.09
£
472,309.20
£
Previous Year
47,640.36
£
81,767.64
£
37,503.00
£
14,201.32
£
181,112.32
£
103,301.10
£
2,568.00
£
105,869.10
£
75,243.22
£
476.74
£
75,719.96
£
388,582.13
£
464,302.09
£

2

SULTCAFMar25BSZSOFA SUM

HMS SULTAN CENTRAL AMENITIES FUND

Notes to the Accounts dated 31 March 2025

Note 1 - Accounting policies

a. The financial statements are prepared under the historic cost convention (as modified by the revaluation of fixed asset investments) and in accordance with applicable accounting standards: Charities Statement of Recommended Practice. UK Accounting Standards and the Charities Acts.

Income

Expenditure and Liabilities

a. Liabilities are recognised as soon as there is a legal or constructive obligation committing the CAF to the expenditure.

b. Administration costs are incurred by the CAF Manager. These costs are not apportioned as his tasks are wide ranging in support of leisure and amenities and include the maintenance of the Central Bank facility for other funds.

Assets

a. Tangible fixed assets are capitalised if they can be used for more than one year and cost at least £50. They are valued at cost or a reasonable value on receipt. The CAF does not have a policy of revaluation. Depreciation is annual, straight line and over the estimated life of the item. The Lodge is depreciated at 5% per annum.

b. Investments on a recognised stock exchange are valued at market value at the date of the Balance Sheet or at best estimate of market value.

Note 2 - Investments

None currently held.

3

Note 3 - Income

Donations
Summer Show Fund Closed
Grants & Donations
Activities
Mess Contributions
Charitable Activities
Lodge
Pool & Snooker
Jet Wash
Bike Sheds
Crested Goods & Resale Items
Bonfire Night
Misc
Other Trading Activities
Caravan Parking
Investment Income
Interest
Total Income
Note 4 - Expenditure
Charitable Activities
Operating Costs
Lodge
Grants

Sports & Activities
Repairs & Renewals
Televisions
Bonfire Night
Entertainment
Jet Wash
Pool & Snooker
Insurance
Sky TV - Bar
Crested & Other Resale Items
Trophy Hire
Misc
Support Costs
Examination and Accounts
Office Expenses
Bank and Card Charges
Depreciation
Raising Funds
Caravan Parking
Total Expenditure
Major Grants (Above £1K)
Boxing Overspend 23
Common Room Pool Table
Families Day
WOSR Mess Audio
RN Motor Sports (Individual)
-
£
6,658.42
£
277.00
£
2,475.00
£
14,204.08
£
257.94
£
2,215.10
£
10.00
£
2,648.00
£
61,796.04
£
-
£
16,103.24
£
51,269.19
£
7,024.38
£
19.99
£
3,930.53
£
35,436.28
£
-
£
3,621.99
£
1,068.00
£
1,633.95
£
163.50
£
1,474.42
£
191.17
£
-
£
1,725.00
£
3,777.34
£
465.01
£
3,861.76
£
4,949.13
£
1,957.95
£
1,061.00
£
1,000.00
£
1,000.00
£
37,353.35
£
7,574.17
£
192.84
£
2,520.00
£
9,410.42
£
47,640.36
£
15,212.50
£
241.73
£
1,827.10
£
50.00
£
2,332.50
£
61,254.71
£
849.10
£
81,131.16
£
81,767.64
£
34,426.00
£
37,503.00
£
16,243.28
£
14,201.32
£
141,210.86
£
181,112.32
£
14,028.17
£
32,344.41
£
5,596.13
£
136.55
£
-
£
32,107.53
£
1,500.00
£
3,670.47
£
126.45
£
1,783.11
£
159.00
£
3,264.79
£
191.17
£
25.00
£
1,710.00
£
2,884.85
£
573.47
£
3,200.00
£
131,765.75
£
103,301.10
£
1,438.00
£
2,568.00
£
133,203.75
£
105,869.10
£
Inset Days
11,738.73
£
SM Remembrance
1,000.00
£
JR Xmas Meal
2,314.80
£
Ski Grants x 4
1,300.00
£
Previous Year
Previous Year
37,353.35
£
7,574.17
£
192.84
£
2,520.00
£
9,410.42
£
47,640.36
£
15,212.50
£
241.73
£
1,827.10
£
50.00
£
2,332.50
£
61,254.71
£
849.10
£
81,131.16
£
81,767.64
£
34,426.00
£
37,503.00
£
16,243.28
£
14,201.32
£
141,210.86
£
181,112.32
£
14,028.17
£
32,344.41
£
5,596.13
£
136.55
£
-
£
32,107.53
£
1,500.00
£
3,670.47
£
126.45
£
1,783.11
£
159.00
£
3,264.79
£
191.17
£
25.00
£
1,710.00
£
2,884.85
£
573.47
£
3,200.00
£
131,765.75
£
103,301.10
£
1,438.00
£
2,568.00
£
133,203.75
£
105,869.10
£
Inset Days
11,738.73
£
SM Remembrance
1,000.00
£
JR Xmas Meal
2,314.80
£
Ski Grants x 4
1,300.00
£
Previous Year
Previous Year
105,869.10
£

4

Note 5 - Paid Employees

The fund has no paid employees.

Note 6 - Trustees and Other Related Parties

Note 7 - Fixed Assets - Fixtures, Fittings and Equipment

Value at 1 Apr 24
Additions - Hot Lockers
Less Depreciation
Value at 31 Mar 25
Note 8 - Miscellaneous Debtors
Interest Accrued
ESS - Sky and BT TV
Yacht Club
Lodge Prepaid
TV Licence Prepaid
Insurance Prepaid
42,541.00
£
10,661.76
£
(3,861.76)
£
49,341.00
£
795.00
£
720.94
£
41,909.19
£
4,446.00
£
99.00
£
225.00
£
48,195.13
£

Note 9 - Creditors (payable in less than one year)

Note 9 - Creditors (payable in less than one year)
Lodge Hires Prepaid
Lodge Fuel Expenses (Estimated)
Caravan Pitch Prepaid
Bike Shed Deposits
Garage Deposits
TV Deposits
Accounts Examinations
5,650.00
£
200.00
£
11,475.00
£
30.00
£
1,170.00
£
350.00
£
875.00
£
19,750.00
£

Note 10 - Service Funds using the Central Amenities Fund as a Bank

Churches
E Sports
Golf Society
Haven
LH Mess
Lo Cost Racing
METG Prize Fund
Music Club
Radio Contol
RNAESS
Steam Lorry
Sultan Car Repair Club
Theatre
Volunteer Band
War Gaming Club
983.35
£
322.17
£
98.78
£
1,154.46
£
2,541.85
£
99.10
£
2,177.34
£
2,217.52
£
467.26
£
3,806.16
£
2,113.11
£
2,610.68
£
20,146.08
£
2,254.93
£
1,256.52
£
42,249.31
£

5

Note 11 - Approved Funds Using the Central Amenities Fund as a Bank

Alston Memorial fund £ 2,546.15 AEO Dinner £ 1,904.31 Aviation Society Visits £ 672.36 Air Museum £ 495.09 Boxing Fund £ 3,478.12 BZ Fund £ 311.01 Community Fund £ 2,442.95 CNEO Dinner £ 1,301.67 Centurion Association £ 7,678.34 Centurion (Charity) £ 677.26 Charity Chest £ 7,525.68 Field Gun £ 4,791.96 Golf Champs £ 146.60 Imarest Fund £ 264.82 Sick Bay Fund £ 325.12 Navy 7s £ 1,600.00 RNP Dinner £ 129.50 Rutherford Dinner £ 4,660.96 SULSTEMIC £ 8,387.69 Tiered Seating £ 3,424.99 Wives Club £ 3,904.03 SWAN £ 810.67 RN Engineers Open £ 1,766.13 Nuclear Entertainments Fund £ 4,144.43 RNAESS Tea Boat £ 879.53 764 Tea Boat £ 1,192.32 £ 65,461.69

Note 11A - Temporary & Dispersing Funds

RNRMC Grants
Army Navy 25
Collection Tins
SM Remembrance
5,476.01
£
821.21
£
3.90
£
1,930.19
£
8,231.31
£

Note 12 - Endowment or Restricted Income Funds - None held

Note 13 - Other Information

Declarations

6

CENTRAL AMENITIES FUND

HMS SULTAN

ANNUAL REPORT AND FINANCIAL STATEMENTS

For Period

1 April 2024 to 31 March 2025 ,

Registered Charity No. 1130481

Trustees’ Annual Report and Comments

==> picture [516 x 673] intentionally omitted <==

----- Start of picture text -----
|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |Central|Amenities|Fund|HMS|SULTAN| |Charity|Registered No:|1130481| |Covering the Accounting|Year:|.|1|April|2024|to|31|March|2025| |Address:|-HMS SULTAN| |Military Road| |Gosport POI23BY||| |Governing Document:|Constitution (Mess|Rules)| |Object:|The primary aim of the CAF|is|to promote the welfare|and| |military|efficiency|of|Naval and|other|Service|personnel| |serving|in HMS|Sultan.|This|is|interpreted|as|to|“improve|the|_| |wellbeing|(both morale|and physical)|and|efficiency|of| |establishment personnel|through the|provisions|of services,| |amenities|and|activities|that|are|not|within|the|remit|of Crown| |or employer requirements”.|,| |Trustee:|Captain|M|Hamilton Royal Navy| |Trustee|selection method:|Appointed|as|such by the Naval|Secretary.| |Bankers:|RBS-Holts| |.|Farnborough| |GU14|7NR|;| |Independent|Examiner:|Peter Nicholls MBE MAAT| |5|Nursery Road| |Havant| |Hants|PO9|3BG| |Activities|and Achievements:|To have resources|available|for expenditure on improvements| |to|the|quality|of life,|and the|engenderment|of espirit de|corps.| |The|fund|continues|to meet|its|object by the provision|of| |leisure|and|sporting|activities.|Numerous|grants|have been| |made|to|individuals|for sporting|and adventurous|training| |activities.|The|fund|continues|to|act|as|a|central-bank|and| |support|for many|charitable|and non-charitable|funds| |operating|in HMS|Sultan.| |Financial Review:|The net worth|of the fund had increased by £8K to|its new| |value of£472.3K.|This was a|result of Bonfire Night profit|-| |£26.4K,|caravan parking|- £33K and|interest|-|£16.2K.|This| |funded|sports,|grants|and TV|expenditure of £62.2K|as|well|as| |other|small|running|costs.| |The CAF|held £476K|in bank and deposit|accounts.| |However,|£115.9K belonged|to|other|Service|funds|and|a| |further £19.7K was|owed|to|creditors.|

----- End of picture text -----

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.

.

Investment Selection Policy: No investments were held. Financial Reserves Policy: The Trustee has considered the level of reserves to retain, appropriate to the charity’s needs. These are considered to be the £397K held in deposit accounts. The Trustee aims to ensure that the charity will be able to fulfil its charitable objectives even if there is a temporary shortfall in income and unexpected expenditure. In addition, the Trustee seeks to have ‘ funds available for major capital projects. The Trustee will endeavour not to set aside funds unnecessarily. Grant Policy: Grants may be made to mess members to assist with the personal contributions to sporting, adventurous training, or other activities. , Risk Assessment: The Trustee reviews the major risks to which the charity is exposed, and systems have been established to manage those risks and believes that by maintaining the free reserves stated it would provide sufficient resources in the event of adverse conditions. Half yearly independent examination of the accounts will mitigate the risk of any mismanagement by the mess committee.

Public Benefit Statement: This fund provides public benefit by assisting Service personnel to perform their roles more effectively within the ArmedForces of the Crown. It does this by providing and supporting mess facilities and social activities. This assistance enables Service personnel to face the challenges and danger associated with military service by developing and maintaining teamwork, spirit and attitude, and morale. As a result, the fund promotes the efficiency of the Armed Forces of the Crown by enhancing the Royal Navy’s and Royal Marines’ capability to undertake the roles demanded of it including the defence of the United Kingdom and its interests. I confirm that I have paid due regard to the Charity Commission of England and Wales’s guidance on public benefit when deciding what activities, the charity should undertake.

Declaration:

I declare, in my capacity of Charity Trustee, that I have approved the above report.

Stonedon Qrigiral
Name CaptainM Hamilton RoyalNavy
Appointment CommandingOfficerand SoleManagingTrustee
Date 8May2025