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2022-10-31-accounts

SEA MILLS COMMUNITY INITIATIVES REPORT AND FINANCIAL STATEMENTS YEAR ENDED 31 OCTOBER 2022

Charity Number 1136611 Company Number 07076038

SEA MILLS COMMUNITY INITIATIVES

FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

CONTENTS Pages
Trustees’ report 3 – 10
Independent Examiner’s report to the Trustees 11
Statement of Financial Activities 12
Balance Sheet 13
Notes forming part of the financial statements 14 - 19

SEA MILLS COMMUNITY INITIATIVES

FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

The Trustees have pleasure in presenting their report together with the financial statements of the Charity for the year ended 31 October 2022.

Objectives and activities

The object of the Charity under its Memorandum is:

To further the benefit of the residents of Kingsweston ward, Bristol and the neighbourhood, without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation leisure time occupation with the objective of improving the conditions of life for the residents.

The main focus of SMCI to date has been the operation of a community café and space for small group activities to serve the local community and for use by all, and the development of a Community Garden which has emerged as a significant parallel project.

At the beginning of 2022 we also commenced a third project to take on a short lease for Sea Mills Methodist Church to ensure that a community space remains available in Sea Mills to facilitate community groups and events following the closure of the local community centre.

The original vision for the community cafe project is reflected in the following principles :

On 6 December 2022 the café began its twelfth year of operation. The progress of the Community Garden, under the leadership of the project co-ordinator who was appointed at the end of 2016, has continued to grow from strength to strength.

The Trustees confirm that they have referred to the advice contained in the Charity Commission’s general guidance on public benefit when reviewing the Charity’s aims and objectives and in planning future activities.

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SEA MILLS COMMUNITY INITIATIVES

FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

Achievements and performance

The community cafe – named ‘Cafe on the Square’ - first opened for business on 6 December 2011. The current small team of 3 paid staff are ably supported by volunteers from the local community. Over this year between 35-40 individuals have generously given of their time to help in running the cafe in a myriad of ways including washing laundry, baking, shopping, book keeping and serving in the cafe itself. This reflects a high level of ongoing local commitment and support for the project. The volunteers have an important influence on the ethos of the café and the friendly atmosphere which people so enjoy. Some of the volunteers have been serving year on year since the opening of the cafe and yet many more continue to join the team. We have had seasonal volunteers and work experience students who connect to us from local schools. Over the summer holidays we had students from a local school with additional needs come and volunteer for us with their teachers and support workers. This benefited both the cafe and built up the students' own skills, experience, and confidence.

From a financial point of view the contribution of volunteers is crucial to the viability of the café. We continue to take opportunities to build the practical skills and confidence of our volunteers by offering training in food safety, barista skills and taking orders. Each volunteer is offered opportunities in all these areas but has the choice to work as part of a team in ways that they enjoy and benefit from individually. We can offer volunteering experiences to those who are unemployed, have additional needs or disabilities and/or might be struggling with poor mental or physical health as well as those who are retired or might just want to gain some new skills. Great care is given in creating a welcoming family of cafe volunteers where individuals and their needs/abilities are respected and celebrated. Regular volunteer socials are arranged to celebrate and thank those involved.

Some of the volunteers/staff recently shared their experience of cafe on the square:

“Hub of community. Lots of people’s happy place, including mine. Old friendships renewed and new ones made.” “Safe, caring and affordable. All welcome, Strong links with other initiatives e.g. community garden, repair shop. Establishing new traditions e.g. Apple Day. Friday evening suppers, craft evenings, special birthdays. During many years as a volunteer I have been privileged to witness many people form long and lasting friendships. If you are lonely, it is a great place to visit.” “A great place to visit and be involved with” “What makes this place really special is the welcome you receive” “The warmth and welcome” “Friendships are fed and watered in this place, it is a very special and very safe space.”

Whilst the main focus has been to use the building as a cafe, it was always the intention of the Board to also see the building used for other purposes for the benefit of the community. The Board is keen to continue to see the building used in new ways and welcomes suggestions and requests. There have been successful local events which have proved popular and beneficial to the local community that the cafe has been able to accommodate. One such event is the Autumnal fair named Apple Day. Sea Mills is an area with sizable gardens and many apple trees, and this provided an opportunity for members of the community to bring surplus apples to crush and enjoy as juice. The 2022 Apple Day welcomed over 300 visitors to the cafe and the green surrounding it. There was live music, crafts, stalls and the community, including the children, were invited to be part of the process of turning

4

SEA MILLS COMMUNITY INITIATIVES

FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

apples into juice via a traditional press. Another event that has become an annual celebration is “Carols on the Square '' which takes place just before Christmas each year hosted by the two local churches and at which a local band accompanies the community carol singing whilst enjoying mulled wine and mince pies. Over 150 people flocked outside the cafe for the 2021 event.

Another highlight of December 2021 was celebrating the cafe's 10th birthday where a large cake was donated for the party and given away with free tea and coffee. Cards and encouragement were received. There has been continued positive feedback from those visiting the cafe, it has become an essential and established part of community life in Sea Mills.

At the time of writing there is a new emphasis on being able to offer more to the local community through the cafe and since recovering from COVID restrictions and limitations the cafe can look forward to re-establishing events that were paused and thinking of new ways to support its community. Monthly supper clubs are planned to run through the summer of 2023 and “Tea and Tech” sessions provided by the North Bristol advice centre are to be offered to

5

SEA MILLS COMMUNITY INITIATIVES

FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

those over the age of 55 wanting free advice on how to better use and understand technology including smart phones and laptops. The cafe remains receptive to ideas and needs of the area and with its strong and well-loved reputation is in a prime position to continue to be of significant benefit to the local community.

In 2016 SMCI purchased the old red telephone kiosk which is directly across the road from the café from British Telecom for the sum of £1. After a consultation was held on possible community uses, the decision was made to progress the proposal to use it as a mini heritage museum. A locally based project manager volunteered to put together a proposal to use the telephone box in this way for celebration of 100 years since the Addison Oak was planted in 1919 as the first commitment of Bristol City Council to build Sea Mills as a place “fit for heroes”. The Sea Mills 100 heritage project was successful in seeking funding from The National Lottery Heritage Fund and Bristol City Council in 2019 and activities continue including heritage trails of the estate, chat and reminiscence events for older people and an oral history project in addition to the mini heritage museum.

Since reopening the museum after the pandemic, the display at the museum has been changed several times. This includes 2 displays provided by the Sea Mills and Coombe Dingle Climate Action Group which featured items made by local school children.

In July 2022 we ran a successful event “Found It!” on Sea Mills Square in conjunction with Bristol Museums and Archives and with the Avon Archaeological Society. Locals brought found items from their homes and gardens. Some of these items are currently on display at the phone box along with an interpretation board and audio clips.

Having sold the initial 400 copies the Sea Mills 100 book we printed a further 50, which continue to sell online and at the Café on the Square for £6 each. Copies of the book have been deposited with the Bodleian, Libraries of Wales and Scotland (as required by law for all published books) as well as at Bristol Archives and Libraries.

2022 also saw the completion of a project run in conjunction with Friends of Sea Mills Library to record some new oral histories with local residents. Some clips from the recordings can be

6

SEA MILLS COMMUNITY INITIATIVES

FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

heard on a new audio player housed at Sea Mills Library. The audio player was made by a local volunteer and is housed inside a 1950’s radio.

For most of 2022 we have had young people from the Duke of Edinburgh scheme cleaning the museum each week.

The Sea Mills 100 social media continues to be active. The Remembering Sea Mills Facebook group currently has just under 1300 members and we have 500 followers on twitter. Trip advisor currently ranks us at 84 of 239 things to do in Bristol!

We are working with Sea Mills Library who are celebrating 90[th] anniversary next year, also planning and looking for funding for a collaboration with Sea Mills Primary. This will involve year 6 interviewing older local residents and producing some written work. Sea Mills 100 will be working with the Sea Mills Flower Show and the phone box will become a mini greenhouse and host a tomato plant.

The community space at Sea Mills Methodist Church is well used by various local clubs and a community run toddler group. Funding was secured from Quartet to run a ‘welcome, warm space’ over the winter in view of the cost-of-living crisis.

In 2021 we were pleased to be able to support the Sea Mills and Coombe Dingle Community Action Group which is a new initiative in the area that supports local people to care for our environment and promotes sustainable living. Throughout the year they have undertaken monthly litter picking events.

The Community Garden has continued to be well used throughout the year with three regular sessions during the week, two for visits and volunteering and one aimed at young families. This young family sessions have continued with great popularity, and it has been wonderful to see younger children exploring nature and getting involved in gardening tasks. November 2021 began with the return of our annual harvest lunch, paused in 2020, where we celebrated together our wonderful volunteer team. Volunteers continue to be the backbone of the garden, and our Wednesday and Thursday sessions include time for friendship and support as well as hard work.

The garden has produced a great variety of crops once more, with the plums giving us a particularly good harvest. We share these out across our volunteers and continue to provide ingredients for The Cafe on the Square cake making team. Community Payback, offenders serving community sentences have kept coming and working on their own area, with a new patio part funded by the film company behind The Outlaws series. We also developed a wildlife pond and meadow area in a new allotment that has recently been added to our patch.

Our Summer holiday activities for local families were very popular and our volunteer team took on the craft stall at our annual Apple Day at The Cafe on the Square. These events were supported by funding from the Coop Community Fund.

7

SEA MILLS COMMUNITY INITIATIVES

FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

Plans for future periods

Future plans are centred on the following priorities:

Financial review and reserves policy

The charity's income in the year to 31 October 2022 was £82,666 made up principally of income from the charitable activity of running Café on the Square of £69,188 (2021: £46,488) and grants and donations from charitable trusts and supporting individuals and churches of £8,150 (2021: £18,085).

Expenditure was £85,329 (2021: £70,306) and related primarily with the running costs of Café on the Square, with £1,284 (2021: £777) relating to Community Garden expenditure and Sea Mills 100 project costs of £nil (2021: £2,278) expended largely from restricted funds.

The Trustees have a target level for free reserves of between 3 to 6 months of annual expenditure (excluding the cost of café ingredients that vary with income, significant repairs, depreciation, improvements and project costs typically covered by grant income). This translates to a target of between £12,500 and £25,000. Such reserves are necessary to ensure the smooth running of the café and Community Garden in the event of exceptional events or fluctuations in income. At the year end, free reserves stood at £28,757, which is above this target range – but it is the COVID-19 pandemic and rising cost of living has brought into sharper focus the appropriateness of holding free reserves to cover future uncertainties.

The Trustees gratefully acknowledge the support of our private donors and volunteers who made the operation of the café possible.

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SEA MILLS COMMUNITY INITIATIVES

FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

Reference and administrative details

Charity number: 1136611 Company number: 07076038 Registered office: The Clock Tower, 5 Farleigh Court, Old Weston Road, Flax Bourton, Bristol, BS48 1UR Independent Examiner: Paul Brown FCIE DChA 2 Ger y Mynydd, Hirwaun, Aberdare, CF44 9RD Bankers: Bank of Scotland, 2nd Floor, Pentland House, 8 Lochside Avenue, South Gyle, Edinburgh, EH12 9DJ

Directors and Trustees:

The Trustees serving during the year and since the year end were as follows:

S P I Marsh (Chair – stepped down as chair and trustee Nov 2022) R A Cross (Chair from Nov 2022)

M Morris J M Sinton-Hewitt B C Hewer G A Richardson (stepped down as trustee Nov 2022)

A Management Group oversees the activities of the Charity and consists of the Trustees and one other individual: Diane Cogan.

Structure, Governance and Management

Governing Document

The Charity's governing document is its Memorandum and Articles of Association. The Charity was incorporated as a company limited by guarantee on 13th November 2009 as Sea Mills Community Café Limited. The company changed its name to Sea Mills Community Initiatives on 23rd December 2009 and became registered as a charity with the Charity Commission on 28th June 2010.

Recruitment and Appointment of Trustees

New Trustees are recruited on the basis of the knowledge of the existing Trustees of suitable candidates. In selecting persons to be appointed, the Trustees take into account the benefits of appointing a person who is able by virtue of his or her professional qualifications or experience to make a contribution to the pursuit of the objects or the management of Sea Mills Community Initiatives.

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SEA MILLS COMMUNITY INITIATIVES

FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

New Trustees receive an Induction Pack appropriate to their level of existing knowledge of and involvement with Sea Mills Community Initiatives. As a minimum, new Trustees receive a copy of the Charity Commission publication CC3 – The Essential Trustee: what you need to know together with the charity’s governing document and latest annual report and accounts.

Statement of Trustees’ responsibilities

The trustees (who are also directors of Sea Mills Community Initiatives for the purposes of company law) are responsible for preparing the Trustees’ Report (incorporating the directors’ report) and the financial statements in accordance with applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102: The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Small Company Provisions

This report has been prepared in accordance with the special provisions for small companies under the Companies Act 2006.

Approved by the Trustees and signed on their behalf by:

R Cross Chair of Trustees ………………..24/07/2023

10

SEA MILLS COMMUNITY INITIATIVES

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES

YEAR ENDED 31 OCTOBER 2022

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 October 2022.

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

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 requirement 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.

Paul Brown FCIE DChA 2 Ger y Mynydd Hirwaun Aberdare CF44 9RD 24[th] July 2023

11

SEA MILLS COMMUNITY INITIATIVES

STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING INCOME AND EXPENDITURE ACCOUNT) YEAR ENDED 31 OCTOBER 2022

Unrestricted
Funds
Note
£
Income from:
Grants and other donations
2
2,449
Charitable Activities
3
74,407
Investments
109
Other
-
Total income
76,965
Expenditure on:
Charitable activities
4
82,096
Total expenditure
82,096
Net income/(expenditure)
6
(5,131)
Transfers between funds
10
1,550
Net movement in funds
(3,581)
Total funds at start of year
44,326
Total funds at end of year
10
40,745
Restricted
Funds
£
5,701
-
-
-
5,701
3,233
3,233
2,468
(1,550)
918
1,745
2,663
Endowment
Funds
£
-
-
-
-
-
-
-
-
-
-
133,359
133,359
Total Funds
2022
£
8,150
74,407
109
-
82,666
85,329
85,329
(2,663)
-
(2,663)
179,430
176,767
Total Funds
2021
£
18,085
48,739
7
-
66,831
70,306
70,306
(3,475)
-
(3,475)
182,905
179,430

All of the activities of the charity are classed as continuing.

Prior year fund comparatives are detailed in note 12.

The notes on pages 14 to 19 form part of these financial statements

12

SEA MILLS COMMUNITY INITIATIVES

BALANCE SHEET

AT 31 OCTOBER 2021

----- Start of picture text -----
AT 31 OCTOBER 2021 Company registration number: 07076038
2022 2021
Note £ £
Fixed assets
Tangible assets 7 144,481 147,150
Current assets
Debtors 8 1,290 1,401
Cash at bank 31,786 31,129
33,076 32,530
Creditors: Amounts falling due
within one year 9 (790) (250)
Net current assets 32,286 32,280
Net assets 176,767 179,430
FUNDS
Unrestricted funds
Free reserves 11 28,757 29,092
Fixed asset funds 11 11,122 13,791
Sea Mills 100 (designated) 11 2,174 1,654
Community Garden funds (designated) 11 (1,308) (211)
40,745 44,326
Restricted funds 11 2,663 1,745
Capital (expendable endowment) funds
Property 11 133,359 133,359
176,767 179,430
----- End of picture text -----

For the year ending 31 October 2022, the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of accounts.

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

These financial statements were approved by the Trustees on…............................ and are signed on their24/07/2023 behalf by:

R Cross Chair of Trustees

The notes on pages 14 to 19 form part of these financial statements

13

SEA MILLS COMMUNITY INITIATIVES

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

1 Accounting policies

The charity is a Public Benefit Entity as defined under FRS102.

Along with other similar charities and organisations, the COVID-19 pandemic after the year end has brought many uncertainties to the global economy. The impact of this on the charity is highlighted in further detail within the Trustees' annual report. Notwithstanding these uncertainties, the Trustees have chosen to prepare the financial statements on a going concern basis given the free reserves held by the charity, the careful planning of the Trustees and use of government grant schemes since the year end.

i) When donors specify that donations given to the charity must be used in future accounting periods, the income is deferred until those periods.

ii) When donors impose conditions which have to be fulfilled before the charity becomes entitled to us such income, the income is deferred until the pre-condition have been met.

Grants receivable from Churches,
Trusts and Local Authorities
Gifts from Individuals
Unrestricted
Funds
£
680
1,769
2,449
Restricted Endowment Total Funds
Funds
Funds
2022
£
£
£
5,701
-
6,381
-
1,769
5,701
-
8,150
Total Funds
2021
£
14,516
3,569
18,085

In the prior year, all grants and other donations were unrestricted other than £1,500 grants received from the Climater Action Group which was restricted.

14

SEA MILLS COMMUNITY INITIATIVES

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

3 Income from Charitable Activities

Unrestricted
Funds
£
Café sales
69,188
Book sales
850
Rental of Sea Mills Methodist Hall
4,015
Community Garden subscriptions and ren
354
74,407
Restricted
Funds
£
-
-
-
-
-
Endowment
Funds
£
-
-
-
-
-
Total Funds
2022
£
69,188
850
4,015
354
74,407
Total Funds
2021
£
46,488
1,754
-
497
48,739

In the prior year, all income from charitable activities was unrestricted.

4 Expenditure on Charitable Activities

Café staff costs
Café purchases
Insurance
IT and website costs
Rates and utilities
Licenses
Cleaning and waste disposal
Rent of kitchen facilities
Kitchen equipment
Café repairs and maintenance
Community Garden expenditure
Sea Mills 100 Project costs
Sea Mills Methodist expenses
Climate action group
Security
Card fees
Depreciation
Legal fees
Accountancy fees
Governance costs
Sundry costs
Unrestricted
Funds
£
36,101
21,118
840
1,322
3,529
-
1,572
1,932
1,920
1,033
-
4,670
-
154
878
6,311
-
287
100
329
82,096
Restricted
Funds
£
367
30
-
-
-
135
-
-
750
401
251
-
-
1,185
-
-
-
-
-
-
114
3,233
Endowment
Funds
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total Funds
2022
£
36,468
21,148
840
1,322
3,529
135
1,572
-
2,682
2,321
1,284
-
4,670
1,185
154
878
6,311
-
287
100
443
85,329
Total Funds
2021
£
38,937
13,312
842
882
2,548
-
1,525
250
414
123
777
2,278
-
364
114
614
6,161
600
389
100
76
70,306

In the prior year, £727 of the Community Garden expenditure, £1,692 of the Sea Mills 100 project costs, £414 of the kitchen equipment and £364 of Climate Action Group were expended from restricted funds.

15

SEA MILLS COMMUNITY INITIATIVES NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 OCTOBER 2022

5 Staff costs and numbers

----- Start of picture text -----
|||| |---|---|---| |2022|2021| |£|£| |Wages and salaries|35,483|38,138| |Pension costs|436|486| |35,919|38,624|

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

The charity had an average of 5 employees during the year (2 full time equivalents; 2021: 5 employees and 2 full time equivalents).

6 Net income/(expenditure)

----- Start of picture text -----
|||| |---|---|---| |Is stated after charging:|2022|2021| |£|£| |100|100|

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

Independent examiner's fee

No Trustees received any remuneration in the current or prior year. No Trustees were reimbursed travel expenses of £nil in the current year (2020: £nil).

7 Tangible assets

----- Start of picture text -----
||||| |---|---|---|---| |Fixtures and| |Property|Fittings|Total| |Cost|£|£|£| |At 1 November 2021|133,359|30,807|164,166| |Additions|-|3,642|3,642| |At 31 October 2022|133,359|34,449|167,808| |Depreciation| |At 1 November 2021|-|17,016|17,016| |-| |Charge for the year|6,311|6,311| |At 31 October 2022|-|23,327|23,327| |Net book value| |At 31 October 2022|133,359|11,122|144,481| |At 31 October 2021|133,359|13,791|147,150| |Debtors| |2022|2021| |£|£| |Prepayments|1,107|1,067| |Other debtors|183|334| |1,290|1,401| |Creditors: Amounts falling due within one year| |2022|2021| |£|£| |Other creditors and accruals|790|250| |790|250|

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

8 Debtors

16

SEA MILLS COMMUNITY INITIATIVES NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 OCTOBER 2022

----- Start of picture text -----
10 Movement in funds At At
1 Nov 31 Oct
Current year 2021 Income Expenditure Transfers 2022
£ £ £
Capital (expendable endowment) funds
- - -
Property 133,359 133,359
Unrestricted funds
Free reserves 29,092 75,485 (73,728) (2,092) 28,757
Fixed asset funds (designated) 13,791 (6,311) 3,642 11,122
Sea Mills 100 (designated) 1,654 850 (330) - 2,174
Community Garden funds (designated) (211) 630 (1,727) (1,308)
44,326 76,965 (82,096) 1,550 40,745
Restricted funds
-
Café development (1,342) 4,004 (1,112) (1,550)
Co-op Local Community Fund - 1,649 (937) - 712
Climate Action group 1,136 48 (1,184) - -
Heritage Lottery Fund 316 - - - 316
Woodland Trust 500 - - - 500
- - -
LinkAge (West) 1,135 1,135
1,745 5,701 (3,233) (1,550) 2,663
Total funds 179,430 82,666 (85,329) - 176,767
At At
1 Nov 31 Oct
Prior year 2020 Income Expenditure Transfers 2021
£ £ £
Capital (expendable endowment) funds
- - -
Property 133,359 133,359
Unrestricted funds
Free reserves 27,037 60,009 (57,954) - 29,092
-
Fixed asset funds (designated) 6,273 (6,161) 13,679 13,791
Sea Mills 100 (designated) 279 2,108 (733) - 1,654
- -
Community Garden funds (designated) 1,874 (2,085) (211)
33,589 63,991 (66,933) 13,679 44,326
Restricted funds
Quartet (Covid) 627 - (627) - -
Café development 11,587 1,340 (590) (13,679) (1,342)
- -
Quartet (Express Grant) 1,500 (364) 1,136
Quartet (Megawatt) 100 - (100) - -
Heritage Lottery Fund 2,008 - (1,692) - 316
Woodland Trust 500 - - - 500
- - -
LinkAge (West) 1,135 1,135
15,957 2,840 (3,373) (13,679) 1,745
Total funds 182,905 66,831 (70,306) - 179,430
----- End of picture text -----

17

SEA MILLS COMMUNITY INITIATIVES NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 OCTOBER 2022

10 Movement in funds (continued)

Property

This fund represents the net book value of the property purchased and developed with grants given for that purpose.

Free reserves

These funds represent the free reserves of the charity.

Fixed asset funds (designated)

These funds represent the net book value of the Fixtures and Equipment on the charity's balance sheet.

Sea Mills 100 (designated)

These funds represent monies generated by the Sea Mills 100 project that have been allocated to that project but are not restricted gifts.

Community Garden funds (designated)

These funds represent monies generated by the Community Garden that have been allocated to that project but are not restricted gifts.

Café development

This fund represents donations given towards development of Café on the Square, including for a new awning and developing infrastructure. Transfers to Fixed assets NBV represent the derestriction of restricted funds used to purchase capitalised Fixed Assets.

Climate action group

In 2022 we were please to be able to support the Sea Mills and Coombe Dingle Community Action Group which is an initiative in the area that supports local people to care for our environment and promotes sustainable living.

Co-op Local Community Fund - Text to add

This represent funding provided by the Co op for the local community

Quartet and Earnest Cook grants

These grants are restricted for Community Garden costs. Monies unspent are being carried forward to be spent in future periods in line with the grant agreements.

Heritage Lottery Fund, Woodland Trust, Bristol City Council and LinkAge (West) grants

These grants are restricted for the Sea Mills 100 Heritage project. Monies unspent are being carried forward to be spent in future periods in line with the grant agreements and, where necessary, with the permission of the grantor.

11 Analysis of net assets between funds

Tangible
Current year
fixed assets
£
Capital (expendable endowment) funds
Property
133,359
Restricted funds
-
Unrestricted funds
Free reserves
-
Designated funds
11,122
144,481
Other
net assets
£
-
2,663
28,757
866
32,286
Total
£
133,359
2,663
28,757
11,988
176,767

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SEA MILLS COMMUNITY INITIATIVES NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 OCTOBER 2022

11 Analysis of net assets between funds (Continued)

Tangible
fixed assets
£
Prior year
Capital (expendable endowment) funds
Property
133,359
Restricted funds
-
Unrestricted funds
Free reserves
-
Designated funds
13,791
147,150
Other
net assets
£
-
1,745
29,092
1,443
32,280
Total
£
133,359
1,745
29,092
15,234
179,430

12 Prior year fund comparatives for the Statement of Financial Activities

Income from:
Grants and other donations
Charitable Activities
Investments
Total income
Expenditure on:
Charitable activities
Total expenditure
Net income/(expenditure)
Transfers betweeen funds
Net movement in funds
Total funds at start of year
Total funds at end of year
Unrestricted
Funds
£
15,245
48,739
7
63,991
66,933
66,933
(2,942)
13,679
10,737
33,589
44,326
Restricted
Funds
£
2,840
-
-
2,840
3,373
3,373
(533)
(13,679)
(14,212)
15,957
1,745
Endowment
Funds
£
-
-
-
-
-
-
-
-
133,359
133,359
Total Funds
2020
£
18,085
48,739
7
66,831
70,306
70,306
(3,475)
(3,475)
182,905
179,430

13 Company limited by guarantee

The company is limited by guarantee and as such has no issued share capital. In the event of the company being wound up the liability of the members is limited to £1 each.

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