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2023-12-31-accounts

South Lakes Action on Climate Change Treasurers Annual Re ort 2023 p

Appendix A – Charity Commission Submission for SLACC tt (CUO: 1139474)

Contents

Charity Commission Report (CC16a) for SLACC CUO

These are the report of our charity finances that we are required to submit to the Charity Commission.

Supplementary Notes for SLACC CUO

These are notes for the Charity Commission of our charity’s activities.

Note. A letter as below has been sent to the Charities Commission and the external examiner explaining the delay in attaching the final report

Our CC16 a form was initially uploaded with an incorrect letter from our external examiner. An error was made in attaching the letter of appointment instead of a final report. Whilst the form CCI6a was approved, we have now realised that our full report as agreed by the AGM on 26[th] April needs to be seen and approved by the external examiner. As a matter of urgency that is now underway and will be uploaded to this site soon.

SLACC Annual Accounts 2023 – Appendix A - 06/04/2024 Page 1 of 4

South Lakes Action on Climate Change Treasurers Annual Re ort 2023 p

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1: Charity Commission report for SLACC CUO (page 1)

SLACC Annual Accounts 2023 – Appendix A - 06/04/2024 Page 2 of 4

South Lakes Action on Climate Change Treasurers Annual Re ort 2023 p

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SLACC Annual Accounts 2023 – Appendix A - 06/04/2024 Page 3 of 4

South Lakes Action on Climate Change Treasurers Annual Re ort 2023 p

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SLACC Annual Accounts 2023 – Appendix A - 06/04/2024 Page 4 of 4

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Charity Name No (if any)
South Lakes Action on Climate Change - Towards Transition 1139474
Receipts and payments accounts CC16a
For the period
from
Period start date
01/01/2023
To
Period end date
31/12/2023
Section A Receipts and payments Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
Restricted funds
to the nearest £
Endowment
funds
to the nearest £
Total funds
to the nearest £
Last year
to the nearest £

Donations,legacies andgrants
- 37,050 - 37,050 53,717
Gift Aid - - - - 736
Interest on deposit account - - - - 10
Members' subscriptions - - - - 2,376
Testing - - - - -
Transfers - 1,000 - 1,000 -
- - - - -
- - - - -
Sub total(Gross income for AR) - 38,050 - 38,050 56,839
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
56,839

Administration
- 18,584
Advertising/Promotional - 1,439
Governance costs - 288
Grants and donationspaid - 500
Insurances - 722
Legal andprofessional fees - 9,643
Miscellaneous supplies - 4,684
Printing, postage, stationary and computer
supplies
- 361
Rent/hire of rooms - 9,400
Repairs and maintenance - 100
Testing -
Transfers 6,906
-
-
6,906 45,721
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
45,721
(6,906) 11,118
- 19,240 -
26,146 54,157
- 65,275

Section B Statement of assets and liabilities at the end of the period

CCXX R1 accounts (SS)
Categories
B1 Cash funds
Details Details Unrestricted
funds
to nearest £
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Restricted funds
to nearest £
Endowment
funds
to nearest £
Unity Trust (CUO) - 29,032 -
Cumberland - - -
Unity Trust (CIO) current account - - -
Unity Trust (CIO) savings account - 1,018 -
1
Total cash funds
- 30,050 6/04/2024
-

CCXX R1 accounts (SS)

B5 Liabilities
B3 Investment assets
B4 Assets retained for the
charity’s own use
B2 Other monetary assets
Details
Details
Details
(agree balances with receipts and payments account(s))
Details
OK
Unrestricted
funds
to nearest £
-
-
-
-
-
-
Fund to which asset
belongs
Fund to which asset
belongs
Fund to which
liability relates
OK
Restricted funds
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
Amount due
(optional)
-
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
-
-
-
-
-
Signed by one or two trustees on
behalf of all the trustees
Signature Print Name
Alan Lovett
Christopher Rowley
Date of approval
Alan Lovett 06/04/2024
Christopher Rowley 06/04/2024

06/04/2024

CCXX R2 accounts (SS)

2

ST &B STABLES THOMPSON & BRISCOE CHARfERED AccouNtANTS & REG￿TERED AUD￿0￿5 Lowther House, Lowther Street, Kendal, Cumbtia LA9 4DX Tel.. (01539) 72t1465 Ernail: enquir1e5cthstl￿aCcOu￿tants.CO.uk www.stlFaccountants.co.uk Indepeodent Examiner's Report to tbe Truslees of South Adion OD Climate Change - Towards Transition I report on the accounts of th¢ charity for the year ended 31° December 2023. RespoDsibilitiL8 and bAgig of report As the charity's trustees you are resp)nsible for the preparntion of the a￿Unts in accordance with th¢ requirements of the Charities Act 2011 ('the Act.). 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 all the appIl￿ble Direction5 given by the Charity Commission under section 145(5Xb} of the Act. Indepelldellt etsmiDe¢8 8la¢ement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination givin8 me cause to beli¢v¢ that in any material respect.. acwunting records were not kept in reS￿t of the charity &s required by section 130 of the ACL or the a￿o￿nts do not accord with those records. I have no concerns and have come a¢ross no other matteTS in ¢onnection with the examination to which attention should be drdwn in this rewrt in order to enhble a proper understanding of the awounts to I reached. Helen Holmes Bsc FC4 ICAEW Stables Thompson & Briscoe Lowther Hous¢ Lo￿her Street Kendal CuTnbria LA9 4DX Date.. Stsbles Thompson & Briscoe Ltd- Re￿Ie[ed in England- Company number 6329610 Registered office- iA)Wther House. Li>wther Street. Kendal LA9 4DX A ]ist of Directors is available at wWW.5t￿£oUnEa￿￿S.Co.Uk14LM)ut-ts￿our-diIeCIor5