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2022-03-31-accounts

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MARCH 2022

CHARITY NUMBER 1132653 COMPANY NUMBER 06822148

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

INDEX TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2022

Page

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1 Company Information
2 Directors Report
3 - 4 Independent Examiner’s Report
5 Statement of Financial Activities
6 - 7 Balance Sheet
8 - 10 Notes to the Accounts
Additional Page for Management
11 Income and Expenditure Account
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WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

Registered in England and Wales On 17th February 2009 Company Number 06822148

COMPANY INFORMATION

REGISTERED OFFICE

Unit 3A Westland Distribution Park Winterstoke Road Weston-super-Mare North Somerset BS24 9AD

DIRECTORS/TRUSTEES

DIRECTORS/TRUSTEES R D Ray V E Ryland (Resigned 1st January 2022) P Fox S Russe C A Williams SECRETARY J R Ryland-Brown INDEPENDENT EXAMINER David K Hardiman Chartered Accountant 13 Boulevard Weston-super-Mare North Somerset BS23 1NR BANKERS Lloyds Bank Plc 2 South Parade Weston-super-Mare North Somerset BS23 1JL

REGISTERED CHARITY NUMBER 1132653

1

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

THE DIRECTORS’ REPORT

The Directors submit their report together with the accounts for the year ended 31st March 2022.

1. Activities

The principal activity of the company is the provision of accessible transport for the aged, disabled and socially excluded.

2. Directors/Trustees

The Directors/Trustees in office at the end of the year were as follows:-

R D Ray P Fox C Williams S Russe

All Directors/Trustees shown above have served on the board throughout the year. V E Ryland resigned as a Director/Trustee on 1st January 2022.

In preparing this report advantage has been taken of the small companies exemption.

BY ORDER OF THE BOARD

................................................... Mrs J R Ryland-Brown Secretary

6th July 2022

2

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

INDEPENDENT EXAMINER’S REPORT

Independent Examiner’s Report to the Trustees of Weston & District Community Transport Limited.

I report on the accounts of the Charitable Company (Charity Number 1132653) for the year ended 31st March 2022, which are set out on pages 5 to 10.

Respective responsibilities of Trustees and Examiner

The Charity’s Trustees are responsible for the preparation of the accounts. The Charity’s Trustees consider that an audit is not required for this year under Section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. The Charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of ICAEW.

It is my responsibility to:

Basis of Independent Examiner’s Statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent Examiner’s Statement

In connection with my examination, no material matters have come to my attention which gives me cause to believe that in any material request:

Continued on Page 4.

3

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

INDEPENDENT EXAMINER’S REPORT (Continued)

Independent Examiner’s Statement (continued)

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.

...............................................

David K. Hardiman FCA Chartered Accountant 13 Boulevard Weston-super-Mare North Somerset BS23 1NR

6th July 2022

4

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31ST MARCH 2022


INCOMING RESOURCES
Income and Endowments from:
Donations
Memberships, Donations & Sponsors
Charitable Activities
Grant Income
Bus Income
Contract Midas Training
Fuel Rebates
NSC Covid Grants
Furlough Received
Sale of Scrap
Sale of Fixed Assets
Investments
Bank Interest Received
Total Incoming Resources
Resources Expended
Expenditure on:
Charitable Activities:
Wages and Costs
Vehicle Costs
Office and Garage Costs
Staff and Volunteer Costs and Training
Depreciation
Other Resources Expended
Legal, Professional and Accountancy
Marketing and Administration Costs
Other Expenses
Total Resources Expended
Net Surplus of Income for the Year
Reconciliation of Funds
Total Funds at 1st April 2021
Total Funds at 31st March 2022
2022
Unrestricted Funds
£
£
2720
60000
625748
4320
9876
-
-
143
8625
708712
10
711442
405081

158061

10646
2284
37651
8361
10719
3390

636193
75249
305685
£ 380934
2021
Unrestricted Funds
£
£
3997
85000
394035
115
12793
62990
14563
-
-
569496
17
573510
298853
114226
11300
-
18070
5159
10035
1790
459433
114077
191608
£ 305685

5

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED (COMPANY NUMBER 06822148)

BALANCE SHEET AS AT 31ST MARCH 2022


Notes
Fixed Assets
Tangible Assets
1f, 2
Current Assets
Debtors
3
Cash at Bank and in Hand
Creditors:Amounts falling due
within one year
4
Net Current Assets
Total Assets Less Current Liabilities and
Net Assets
Funds of the Charity
Unrestricted Funds
Total Funds
2022
Unrestricted Funds
£
£
125400
96351
185609
281960
26426
255534
£ 380934

380934
£ 380934
2021
Unrestricted Funds
£
£
53651
59003
217032
276035
24001
252034
£ 305685
305685
£ 305685

Continued on Page 7.

6

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED (COMPANY NUMBER 06822148)

BALANCE SHEET AS AT 31ST MARCH 2022 (Continued)

For the year ended 31st March 2022, the Company was entitled to exemption under Subsection 1 of Section 477 of the Companies Act 2006. The members have not required the Company to obtain an audit of its accounts for the year in accordance with Section 476. The Directors acknowledge their responsibility for ensuring that the Company keeps accounting records which comply with Section 386 of the Act and for preparing accounts 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 result for the financial year in accordance with the requirements of Sections 394 and 395 of the Act, and which otherwise comply with the requirements of the Companies Act 2006 relating to accounts, so far as applicable to the Company.

These accounts have been prepared in accordance with the provisions applicable to Companies subject to the small companies regime.

Approved by the Board of Directors on 6th July 2022 and signed on their behalf by:

................................................... R D Ray Director

The Notes on pages 8 to 10 form an integral part of these accounts.

7

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2022

1. ACCOUNTING POLICIES

a) Basis of Accounting

The accounts have been prepared under the historical cost convention and in accordance with the Companies Act 2006, the Statement of Recommended Practice: Accounting and Reporting by Charities and applicable accounting standard applicable in the UK (FRS 102) and with the Charities Act 2011.

The Charity constitutes a Public Benefit Entity as defined by FRS102.

b) Income

Donations are accounted for when received. Other Income is accounted for on an accruals basis as far as it is prudent to do so.

c) Gifts in Kind

The Charity receives the benefit of work carried out by volunteers. No value has been placed on this in these accounts.

d) Grants Receivable

Revenue grants are credited to the Statement of Financial Activities as received unless related to a specific period, when they are placed in a restricted fund until used.

e) Taxation

As a Registered Charity the Company is not subject to Corporation Tax.

f) Depreciation

Depreciation is calculated to write down the cost of fixed assets to their estimated residual value over their expected useful lives. The annual rates and method of calculation are as follows:

Motor Vehicles 25% Straight Line Office Equipment 25% Straight Line Computer Equipment 33% Straight Line

g) Leasing

Vehicles, Plant and Equipment acquired under finance leases or hire purchase contracts are capitalized and depreciated in the same manner as other tangible fixed assets. The related obligations, net of future finance charges, are included in creditors.

Rentals payable under operating leases are charged to the income statement on a straight line basis over the period of the lease.

8

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2022

(Continued)

2. FIXED ASSETS

3. Motor
Vehicles
Cost
At 1st April 2021
195536
Additions
105200
Disposals
(16909)
At 31st March 2022
£ 283827
Depreciation
At 1st April 2021
142505
Charge for the Year
36444
On Disposals
(16909)
At 31st March 2022
£ 162040
Net Book Values
At 31st March 2022
£121787
At 31st March 2021
£53031
DEBTORS
Due Within One Year
Trade Debtors
Prepayments
Other Debtors - Value Added Tax
Motor
Vehicles
Cost
At 1st April 2021
195536
Additions
105200
Disposals
(16909)
At 31st March 2022
£ 283827
Depreciation
At 1st April 2021
142505
Charge for the Year
36444
On Disposals
(16909)
At 31st March 2022
£ 162040
Net Book Values
At 31st March 2022
£121787
At 31st March 2021
£53031
DEBTORS
Due Within One Year
Trade Debtors
Prepayments
Other Debtors - Value Added Tax
Equipment
Total
9352
204888
4200
109400
-
(16909)
13552
297379
8732
151237
1207
37651
-
(16909)
9939
171979
3613
125400
620
53651
2022
2021
£
£
83895
50622
2546
1803
9910
6578
£ 96351
£ 59003
Equipment
Total
9352
204888
4200
109400
-
(16909)
13552
297379
8732
151237
1207
37651
-
(16909)
9939
171979
3613
125400
620
53651
2022
2021
£
£
83895
50622
2546
1803
9910
6578
£ 96351
£ 59003
Equipment
Total
9352
204888
4200
109400
-
(16909)
13552
297379
8732
151237
1207
37651
-
(16909)
9939
171979
3613
125400
620
53651
2022
2021
£
£
83895
50622
2546
1803
9910
6578
£ 96351
£ 59003

283827
142505
36444
(16909)

162040
121787
53031
620
£ 2022
£
83895
2546
9910
96351
£

9

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2022

(Continued)

4.
5.
CREDITORS
2022
2021
£
£
Due Within One Year
Trade Creditors
9327
11368
Corporation Tax
-
-
Other Taxation and Social Security
4395
3449
Accruals
12091
8545
Other Creditors
613
639
£ 26426
£ 24001

STAFF COSTS AND TRUSTEES REMUNERATION
Salaries
369016
284750
Employers National Insurance
28246
10930
Employees Pension Cost
7819
3173
£ 405081
£ 298853

The average number of employees during the year was 16 (2021 9).

No employee received remuneration exceeding £60000.

One trustee was paid £4375 (2021 £3141) as Accounts Assistant in the Finance Office and one trustee was paid £356 (2021 nil) as a driver.

No trustees received remuneration or were reimbursed expenses in the current or previous period in their role as Trustees.

10

WESTON & DISTRICT COMMUNITY TRANSPORT LIMITED

INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31ST MARCH 2022


£
Memberships, Donations and Sponsors
Local Authority Grants
Bus Income (Includes NSC Concessionary Fares)
Contract Midas Training
Fuel Rebates
NSC Covid Grants
Furlough Received
Sale of Scrap

Sale of Fixed Assets

Interest Received
2022

£
£
2720
60000
625748
4320
9876
-
-
143
8625
10
711442
2021
£
3997
85000
394035
115
12793
14563
62990
-
-
17
573510

Less: Expenses

Wages and On-Costs
405081
Vehicle Costs - Fuel
68957
- Repairs
50512
- Insurance & Tax
38592
Office/Garage Costs - Repairs
1185
- Service Charges & Utilities
2245
- Rent
7216
Legal and Professional Fees
(Inc. Public/Employers Insurances)
1738
HR, Health and Safety and Training
5773
Accountancy
850
Staff and Volunteer Expenses
596
Staff Advertising and Uniform
1688
Stationery and Computer Supplies
8106
Telephone (inc. Vehicle Mobiles)
2262
Postages
351
Sundry Expenses
2844
Bank and Credit Card Charges
546
Hire Purchase Interest
-
Depreciation
37651
Net Surplus for Year
£
636193
75249
298853
28627
56010
29589
1163
3390
6747
2357
2052
750
-
-
7547
2026
462
1407
214
169
18070
£
459433
114077

Net Surplus for Year

11