OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2025-10-31-accounts

THE WARRANT OFFICERS’ AND SENIOR RATINGS’ MESS

HMS RALEIGH

ANNUAL REPORT AND FINANCIAL STATEMENTS

For Period

1 November 2024 to 31 October 2025

Registered Charity No. 1137449

Trustees’ Annual Report and Comments

Warrant Officers’ and Senior Ratings’ Mess HMS RALEIGH

Charity Registered No: 1137449 Covering the Accounting Year: 1 November 2024 to 31 October 2025 Address: HMS Raleigh Trevol Road Torpoint E Cornwall PL11 2PD Governing Document: Constitution (and Mess Rules) Object: 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 NonCommissioned Officers serving in HMS Raleigh Trustee: Captain R J Roe ADC Royal Navy (until 31 July 2025) Captain J H D Ussher Royal Navy (from 1 August 2025) Trustee selection method: Appointed as such by the Naval Secretary. Bankers: Lloyds TSB Royal Parade Plymouth Independent Examiner: P A 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. Financial Review: The value of the fund had fallen by £12.2K to £73.1K, of which half, £36.5K, was held in property and stock. The main reasons for the fall were: • Christmas Ball and other function subsidies totalling £16.9K. • Christmas Draw Subsidy £2K. • Bar loss £1.2K offset by • Mess subscriptions exceeding running costs by £4.5K. • Donations and interest £2.7K.

Bank and deposit assets totalled £54K which more than covered the £21K in liabilities. However, going forward, the mess will avoid annual losses of £12K.

Financial Reserves Policy: The Trustee has considered the level of reserves that is required, appropriate to the charity’s needs. This is the £7.9K held in the CCLA deposit account plus £10K in the bank account. 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.

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. Independent examination of the accounts by a Service fund specialist 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 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 J H D Ussher Royal Navy Appointment Commanding Officer and Sole Managing Trustee Date 28 January 2026

HMS RALEIGH

WARRANT OFFICERS' AND SENIOR RATINGS' MESS

Registered Charity No 1137449

BALANCE SHEET

31-Oct-25

Note
ASSETS
Fixed Assets
Mess Property
7
Current Assets
Stocks
7A
Misc Debtors & Prepayments
8
Deposit Account
Bank Accounts
Mess Manager Cash
Total Current Assets
LIABILITIES
Creditors
9
Current Liabilities
Net Current Assets
Net Assets
16,796.31
£
3,662.69
£
7,895.54
£
46,088.20
£
277.60
£
74,720.34
£
21,387.91
£
21,387.91
£
19,738.00
£
11,802.00
£
5,523.15
£
7,116.45
£
7,632.83
£
66,096.12
£
-
£
86,368.55
£
12,947.85
£
12,947.85
£
53,332.43
£
73,420.70
£
73,070.43
£
85,222.70
£
31-Oct-24

Approved on 28 January 2026

Signed on Original

Captain J H D Ussher Royal Navy Sole Managing Trustee

1

RAL-SR25BSZBALANCE SHEET

HMS RALEIGH WARRANT OFFICERS' AND SENIOR RATINGS' MESS

STATEMENT OF FINANCIAL ACTIVITIES

For Year to 31 October 2025

Note
Income
Voluntary Income
Charitable Actvities
Investment Income
Total Income
3
Expenditure
Charitable Activities
Total Expenditure
4
Net Expenditure
Total Funds Brought Forward
Total Funds Carried Forward
2025
2,345.58
£
95,500.81
£
321.71
£
98,168.10
£
110,320.37
£
110,320.37
£
(12,152.27)
£
85,222.70
£
73,070.43
£
2024
974.12
£
77,448.08
£
377.41
£
78,799.61
£
82,557.06
£
82,557.06
£
(3,757.45)
£
88,980.15
£
85,222.70
£

2

RAL-SR25BSZSOFAsum

HMS RALEIGH WARRANT OFFICERS' AND SENIOR RATINGS' MESS

Notes to the Accounts dated 31 Oct 25

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 fund to the expenditure.

Assets

a. Paintings, furniture, works of art, silver and books were valued in 2012 & 2013.

b. Depreciating fixed assets are capitalised if they can be used for more than one year and cost at least £100. They are valued at cost or a reasonable value on receipt. Depreciation is straight line over the estmated life of the item. Depreciation is not allocated to activity costs as the use is varied.

c. Stocks are valued at the lower of cost or market value.

Note 2 - Investments

None are held

Note 3 - Income

Note 3 - Income
Voluntary income
Raleigh Enterprises
Collection
Donations
Charitable Activities
Mess Subs
Bar Sales
Function Income
Coffee Cards
Challenge Coins
Miscellaneous Income
Raffles
Meat Raffle
Christmas Raffle
Investment Income
Interest
Total Income
895.63
£
610.00
£
839.95
£
974.12
£
-
£
-
£
2,345.58
£
974.12
£
35,886.59
£
25,156.51
£
11,319.48
£
-
£
-
£
30.00
£
3,075.50
£
1,980.00
£
95,500.81
£
77,448.08
£
321.71
£
377.41
£
98,168.10
£
78,799.61
£
2024
2025
33,925.30
£
38,797.50
£
12,516.97
£
485.00
£
80.00
£
6,126.44
£
3,569.60
£

3

Note 4 - Expenditure

Charitable Activities

Trading
Function Expenses from Tickets
Functions Expenses from Subsidy
Bar Expenses
Raffles
Christmas Raffle
Meat Raffle
Running Costs
Refurbishment - Chatham Chest
Trafalgar Night Free Function
Repairs & Renewals/Maintenance
Garden
Insurance
Trophy Hire
Coffee
Coffee Equipment Rental
Leaving Gifts/Flowers
Mess Guests
TV/ Media
Performing Rights
Challenge Coins
Collection/Grant
Miscellaneous
Governance Costs
Examination of Accounts
Support Expenses
Bank Charges
Paxton Support
Office
Depreciation
Total Expenditure
12,516.97
£
16,901.10
£
39,966.82
£
5,521.62
£
6,051.09
£
2,102.99
£
1,790.47
£
4,988.08
£
911.17
£
730.60
£
111.13
£
4,360.65
£
1,230.74
£
1,871.79
£
-
£
2,494.99
£
820.50
£
76.80
£
860.00
£
361.39
£
975.00
£
-
£
617.00
£
30.49
£
5,028.98
£
11,319.48
£
22,032.07
£
23,654.76
£
5,283.98
£
3,036.63
£
1,371.48
£
-
£
1,293.32
£
200.88
£
693.04
£
111.13
£
4,087.33
£
2,081.16
£
205.97
£
144.48
£
2,177.57
£
771.26
£
-
£
-
£
-
£
840.00
£
143.94
£
573.50
£
258.08
£
2,277.00
£
110,320.37
£
82,557.06
£
110,320.37
£
82,557.06
£

Total Expenditure

Note 5 - Paid Employees

Note 6 - Trustees and Other Related Parties

4

RAL-SR25BSZSOFAE

Note 7 - Tangible Fixed Assets - Property Account
As at 1 Nov 24
Additions
Depreciation
As at 31 Oct 25
11,802.00
£
12,964.98
£
(5,028.98)
£
19,738.00
£

Property includes paintings, pictures and rum barrel with a total value of £3808 that are part of this total but are not subject to depreciation.

Note 7A - Stocks
Bar
Challenge Coins
Coffee
Raffle prizes
Note 8 - Miscellaneous Debtors
Interest Accrued
Outstanding Mess Bills
Kids Party Prepaid
Pickle Night Prepaid
Christmas Draw Expenses Prepaid
PRS/PPL Prepaid
Paxton Support Prepaid
Trophy Hire Prepaid
Note 9 - Creditors
Bar Purchases
Pickle Night Prepaid
Christmas Draw 25 Tickets Prepaid
Accounts Examination
Unknown Receipts
MOD Accommodation
Charity Chest
13,719.32
£
1,752.00
£
1,050.17
£
274.82
£
16,796.31
£
120.00
£
82.00
£
285.00
£
172.76
£
1,808.93
£
912.00
£
236.00
£
46.00
£
3,662.69
£
7,458.95
£
365.00
£
495.00
£
975.00
£
124.40
£
11,548.13
£
421.43
£
21,387.91
£

Note 10 - Endowment or Restricted Income Funds

There are none

Note 11 - Other Information

Declarations

d. The fund has no marketable intangible assets.

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

5

HMS RALEIGH WARRANT OFFICERS' AND SENIOR RATINGS' MESS

Bar Trading for 12 months to 31 Oct 25

Sales
Sales at Cost
Opening Stock
Add Purchases
Less Closing Stock
Total Cost of Sales
Gross Profit (loss)
Gross Profit/Sales
Gross Profit/Cost of Sales
(i.e average mark up)
Spillage/Pipe Cleaning
Bar Sundries/Gas
Net Profit (Loss)
37,847.50
£
17,169.51
£
950.00
£
7,987.00
£
38,797.50
£
25,156.51
£
5,514.75
£
4,628.41
£
45,071.21
£
22,243.49
£
(13,719.32)
£
(5,523.15)
£
36,866.64
£
21,348.75
£
1,930.86
£
3,807.76
£
5.1%
22.2%
5.2%
17.8%
950.00
£
2.5%
936.00
£
5%
2,150.18
£
475.27
£
3,100.18
£
1,411.27
£
(1,169.32)
£
-3%
2,396.49
£
9.5%
12 months to 31 Oct 24

6

Independent Examiner’s Report to the Trustee of the Warrant Officers’ and Senior Ratings’ Mess HMS Raleigh. Registered Charity No. 1137449

I report on the accounts of the Charity for the year ended 31 October 2025, which are set out in pages 1 to 6 and accompanying notes.

Responsibilities and basis report

The charity’s trustee is responsible for the preparation of the accounts. The charity’s trustee considers that an audit is not required for this year under section 144(2) of the Charities Act 2011 (The Charities Act) and that an independent examination is needed.

I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

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

28 January 2026