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2025-11-30-accounts

WARRANT OFFICERS’, SENIOR RATINGS’ and SENIOR NON-COMMISSIONED OFFICERS’ MESS

HMS COLLINGWOOD

ANNUAL REPORT AND FINANCIAL STATEMENTS

For Period

1 December 2024 to 30 November 2025

Registered Charity No. 1130662

Trustees’ Annual Report and Comments

Warrant Officers’, Senior Ratings’, and Senior Non-Commissioned Officers’ Mess HMS COLLINGWOOD

Charity Registered No: 1130662 Covering Accounting Year: 1 December 2024 to 30 November 2025 Address: HMS COLLINGWOOD Newgate Lane Fareham PO14 1AS Governing Document: Constitution (Mess Rules) Objects: Promotion of the Military Efficiency and Operational Effectiveness of the Armed Forces by the provision of mess facilities to Warrant Officers, Senior Ratings and Senior Non-Commissioned Officers serving in HMS Collingwood. Trustee: Captain T Davey Royal Navy Trustee selection method: Appointed as such by the Naval Secretary. Bankers: Lloyds Banking Group Fareham Hants Independent Examiner: P A Nicholls MBE MAAT 5 Nursery Road Havant Hants PO9 3BG Activities and Achievements: Providing resources for expenditure on improvements to the quality of life, and the engenderment of espirit de corps. The mess had a full social programme for its members. Profits from the bar and other activities provided subsidies for social functions. Financial Review: The mess fund had made a small gain of £1.7K leaving it worth £154.8K at year end including property and stock worth £92.9K. • Trading income exceeded function subsidies - £26.4K. • Military subscriptions totalling £90.3 exceeding running costs of £79.2K by £11.1K.

The combined bank and deposit assets of £84.3K, covered the liabilities of £54.7K. Funds can be transferred from the deposit account if cash flow becomes a problem.

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. Reserves of £31.3K are held in a deposit account but some of this may be needed in the coming year. 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. The Trustee will endeavour not to set aside funds unnecessarily. Accumulated reserves will be used to fund capital improvements to the mess.

Grant Policy: Grants may be made to mess members to assist with the personal contributions to those sporting 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 will 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 the roles more effectively within the Armed Forces 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.

Signature Signed on Original

Name Captain T Davey Royal Navy Appointment Commanding Officer and Sole Managing Trustee Date 17 January 2026

HMS COLLINGWOOD WARRANT OFFICERS', SENIOR RATINGS' & SENIOR NCOS' MESS

Registered Charity Number 1130662

BALANCE SHEET

30-Nov-25

ASSETS

Fixed Tangible Assets
Notes
Mess Property
2
Current Assets
Bar Stocks
Vending Stock
Mess Bills
Misc Debtors & Prepayments
7
Floats
Bank Account
Charities Deposit Account
LIABILITIES
PLC Creditors
8
Misc Creditors
8A
VAT
Charity Chest
Total Current Liabilities
Net Current Assets
Net Assets
Approved on 17 January 2026
25,997.51
£
642.78
£
26,493.23
£
5,099.70
£
100.00
£
52,938.85
£
31,350.46
£
66,928.00
£
18,199.41
£
900.00
£
27,376.40
£
7,364.75
£
100.00
£
57,824.35
£
29,975.83
£
141,740.74
£
8,638.40
£
43,735.19
£
946.98
£
-
£
53,320.57
£
87,897.89
£
154,825.89
£
Sd Ol
£
£
30-Nov-24
64,698.00

88,420.17
142,622.53
£
12,606.67
£
37,118.86
£
4,368.41
£
630.70
£
54,724.64
£
£ 153,118.17

Signed on Original

Captain T Davey Royal Navy Sole Managing Trustee

1

CSRNov25BSZBALANCE SHEET

HMS COLLINGWOOD WARRANT OFFICERS', SENIOR RATINGS' & SNCOS' MESS

STATEMENT OF FINANCIAL ACTIVITIES

Income
Notes
Donations & Grants
Charitable Activities
Other Trading Activities
Investment Income
Total Income
3
Expenditure
Raising Funds
Charitable Activities
Total Expenditure
4
Net Income or (Expenditure)
Net Movement in Funds
Total Funds Brought Forward
Total Funds Carried Forward
2025
30,047.23
£
254,204.99
£
7,692.61
£
1,324.63
£
293,269.46
£
2,623.21
£
288,938.53
£
291,561.74
£
1,707.72
£
1,707.72
£
153,118.17
£
154,825.89
£
2024
15,432.08
£
327,897.68
£
10,392.73
£
1,471.10
£
355,193.59
£
3,850.71
£
351,899.40
£
355,750.11
£
(556.52)
£
(556.52)
£
153,674.69
£
153,118.17
£

2

CSRNov25BSZSOFASUM

HMS COLLINGWOOD WARRANT OFFICERS', SENIOR RATINGS' & SENIOR NCOS' MESS

Notes to the Accounts

Note 1 - Accounting Policies

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

a. Donations are included in the Statement of Financial Activities (SOFA) when the Mess becomes entitled to the donation or grant and it is reasonably certain that it will be received.

Expenditure and Liabilities

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

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. Depreciation is six monthly, straight line and over the estimated life of the item.

Note 2 - Tangible Fixed Assets - Property Account - Fixtures and Fittings

Property Valuation as at 1 Dec 24
Additions
Depreciation/Disposals
Property Valuation as at 30 Nov 25
Note 3 - Income
Donations & Grants
Grant - RNRMC
Grant - Gosling Foundation
Donations
Charitable Activities
Mess Subscriptions (inc. Short Stay)
Associate/Civilian Subscriptions
Bar Sales
Functions
Miscellaneous Income
Other Trading Activities
Shop - Souvenirs
Vending New
Vending Old
Private Functions
Investments
Interest
Total Income
64,698.00
£
11,361.99
£
(9,131.99)
£
66,928.00
£
19,006.00
£
1,023.31
£
10,591.23
£
14,408.77
£
450.00
£
-
£
30,047.23
£
15,432.08
£
90,349.26
£
76,522.82
£
27,981.87
£
27,000.96
£
92,567.78
£
101,576.47
£
43,060.25
£
122,359.92
£
245.83
£
437.51
£
254,204.99
£
327,897.68
£
2,905.75
£
2,328.16
£
997.75
£
5,394.35
£
171.20
£
-
£
3,617.91
£
2,670.22
£
7,692.61
£
10,392.73
£
1,324.63
£
1,471.10
£
293,269.46
£
355,193.59
£
2025
2024

3

CSRNov25BSZSOFA I

Note 4 - Expenditure
Raising Funds
Shop - Souvenirs
Charitable Activities
Trading Costs
Bar Costs
Functions, Social Events from Tickets
Function Subsidy
New Vending Machine
Old Vending Machine
Grant Funded Refurbishments
Collingwood Bar Refurbishment
Games Room Refurbishment
Mess Running Costs
Collingwood Bar Refurbishment
Coffee Room Refurbishment
Repairs, Renewals & Maintenance
Gardening Maintenance
Dining Hall Extras
Chips on Bar
Free Functions
Hospitality
Coffee/Tea Boat
Coffee Cards
TV, Video & Audio
Performing Rights Licence/PPL
Mess Computers/Internet
Newspapers
Golf Team
Darts Team
Insurance
Trophy Hire
CAF Sports Contributions
Mess Committee Wages
Bank/Credit Card Charges
Gifts/Presentations
Governance Costs
Account Examinations
Support Costs
Committee Lunches
Office Costs
Depreciation
Total Expenditure
2,623.21
£
77,526.67
£
43,060.25
£
19,879.85
£
1,684.16
£
2,425.32
£
29,597.23
£
-
£
35,532.64
£
-
£
3,275.74
£
335.30
£
-
£
818.91
£
3,451.38
£
788.40
£
24,975.87
£
-
£
9,092.42
£
1,208.48
£
858.59
£
2,520.00
£
225.00
£
928.32
£
1,006.72
£
25.13
£
2,666.00
£
3,875.00
£
10,170.93
£
1,361.83
£
1,730.00
£
405.56
£
380.84
£
9,131.99
£
3,850.71
£
2,623.21
£
3,850.71
£
82,838.45
£
122,359.92
£
29,054.70
£
-
£
6,065.20
£
14,408.77
£
713.26
£
-
£
8,689.49
£
974.24
£
2,395.52
£
597.43
£
-
£
1,009.50
£
2,029.64
£
29,969.22
£
4,800.00
£
7,918.12
£
1,204.39
£
841.35
£
4,601.70
£
225.00
£
525.19
£
490.56
£
26.91
£
2,000.00
£
5,730.00
£
9,590.49
£
782.97
£
1,690.00
£
331.76
£
280.54
£
9,755.08
£
288,938.53
£
351,899.40
£
291,561.74
£
355,750.11
£

Note 5 - Paid Employees

a. Committee & Bar Wages of £3875 (last year £8164)

b. Employer's National Insurance costs were nil (last year nil) and there were no pension costs.

c. The full time employees who managed and administered the fund were not paid by the fund.

4

Note 6 - Trustees and Other Related Parties

b. The Sole Managing Trustee is also the Sole Managing Trustee of the Central Amenities Fund HMS Collingwood. The Mess pays sums to the CAF as sports contributions on behalf of its members. c. There are no amounts due to or from the Sole Managing Trustee.

Note 7 - Miscellaneous Debtors and Prepayments

Interest Accrued
Christmas Ball Dec 25 - Prepaid Expenses
Burns Night 26 - Prepaid
Sky TV - Prepaid
PRS/PPL - Prepaid
Insurance - Prepaid
Trophy Hire - Prepaid
Coffee Lease - Prepaid
Note 8 - Trading Creditors
Heinken
Peake Wines
Powder Monkey
BOC
Hallmark Vending
Pressing Needs
Vendi Tech (Investigation)
ESS
410.00
£
2,810.70
£
125.00
£
96.00
£
521.00
£
16.00
£
13.00
£
1,108.00
£
5,099.70
£
4,874.88
£
1,010.69
£
489.31
£
207.52
£
1,224.60
£
127.60
£
1,372.80
£
3,299.27
£
12,606.67
£

Note 8A - Miscellaneous Creditors

Christmas Draw
Christmas Ball Tickets 25 - Prepaid
Coffee Card Deposits
MOD Accommodation
Key Deposits
Bombing Memorial Fund
AWT Association Fund
PAYD Chits
Bar Gratuities
RNRMC Collection Tins
CAF Contribution
PNIE
10,379.83
£
15,089.38
£
5,658.33
£
1,089.61
£
320.74
£
92.72
£
769.71
£
288.09
£
925.88
£
806.57
£
833.00
£
865.00
£
37,118.86
£

Note 9 - Endowment or Restricted Income Funds - None are held

Other Information

c. The fund has not granted any loans.

Declarations

a. The Trustee has not changed the year end date nor the length of the fund's financial year.

b. The fund has no designated funds.

c. All the fund's operations are continuing operations and there were no discontinued operations.

h. The fund has no material fixed assets which have not been capitalised and included in the Balance Sheet.

5

HMS COLLINGWOOD WARRANT OFFICERS', SENIOR RATINGS' & SNCOS' MESS FUND

BAR TRADING ACCOUNT

2025 2024
Sales £ 86,089.90
£ 87,178.60
Sales at Cost £ 6,477.88 £ 14,397.87
£ 92,567.78
£ 101,576.47
Opening Stock @ 1 Dec 24 £ 18,199.41
£ 20,529.15
Add: Purchases £ 75,763.68 £ 71,005.90
£ 93,963.09
£ 91,535.05
Closing Stock @ 30 Nov 25 £ (25,997.51) £ (18,199.41)
Cost of Sales £ 67,965.58 73% £ 73,335.64
72%
£ 24,602.20
£ 28,240.83
Gross Profit to Sales 29% 32%
Gross Profit to all Sales 27% 28%
Gross Profit to Cost of Sales (mark up). 36% 39%
Less Bar Running Costs
Spillage & Pipeclean £ 705.87
£ 9.00
Bar Rep £ -
£ 2,434.00
Bar Sundries/Maint/Insurance £ 8,855.22 £ 7,059.81
£ 9,561.09 £ 9,502.81
Net Profit £ 15,041.11
17% £ 18,738.02
21%

VENDING TRADING (NEW)

Sales
Opening Stock
Purchases
Closing Stock
Cost of Sales
Gross Profit
Less Rental
Net Loss
958.21
£
1,114.94
£
2,073.15
£
(1,600.99)
£
997.75
£
472.16
£
525.59
£
1,212.00
£
(686.41)
£

6

CSRNov25BSZBAR TRADING

Independent Examiner’s Report to the Trustee of HMS Collingwood Warrant Officers’, Senior Ratings’, and Senior NCOs’ Mess Fund. Registered Charity No. 1130662

I report on the accounts of the Charity for the year ended 30 November 2025 which are set out in pages 1 to 6 and accompanying notes.

Respective responsibilities of trustees and examiner

As the charity’s trustee is responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a licenced member of the Association of Accounting Technicians.

Independent examiner’s statement

I have completed my examination; I confirm that no material matters have come to my attention which gives me cause to believe that in any material respect:

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.

Signed on Original

P A Nicholls MBE MAAT 5 Nursery Road Havant Hants PO9 3BG

17 January 2026