2025-03-31-accounts - Shine (West Bowling)

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Shine (West Bowling)

Charity number 1153518

Annual Report and Financial Statements for the year ended 31 March 2025

Shine (West Bowling)

Annual Report and Financial Statements for the year ended 31 March 2025

Contents	Page
Trustees' report	2 to 4
Examiner's report	5
Statement of financial activities	6
Balance sheet	7
Notes to the accounts	8 to 12

Prepared by West Yorkshire Community Accountancy Service CIO

Shine (West Bowling)

Trustees' report for the year ended 31 March 2025

Reference and administrative details of the charity, its trustees and advisors

The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates Samantha Corderoy Chair Shaeron Caton-Rose Secretary Alyia Siddique Treasurer Rev James Hinton Ian Thorpe Linda Baines Safeguarding Officer Helen Loughlin Charity number 1153518 Registered in England and Wales Registered and principal address Bankers 48 Newton Street HSBC Bank plc The Co-operative Bank plc Bradford 64 Tong Street P.O. Box 250 BD5 7BH Dudley Hill Skelmersdale Bradford WN8 6WT BD4 9LX

Independent examiner Rhys North ACA West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity is a Charitable Incorporated Organisation (CIO) foundation formed on 22 August 2013 and is governed by a constitution.

Method of recruitment and appointment of trustees

The trustees of the charity are appointed by the trustees at a duly convened meeting.

Shine (West Bowling) Trustees' report (continued) for the year ended 31 March 2025

Objectives and activities

The charity's objects

To develop the capacity and skills of the members of the socially and economically disadvantaged community of West Bowling in such a way that they are better able to identify, and help meet, their needs and to participate more fully in society.

The charity's main activities

Shine delivers a range of community services to bring renewal to one of the UK’s most deprived communities. These include Pop Up Pantries, budgeting help, Job Clubs, cookery courses, a Children’s Clothes Bank, English classes, asylum and refugee support, care for the homeless, exercise classes, parenting support, wellbeing groups and counselling. It manages a large green space for community use, is a Hate Crime Centre and partners with Bradford District Credit Union.

Public benefit statement

In setting our objectives and planning our activities our trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular the improvement in community wellbeing.

Achievements and performance

This year has again seen Shine giving holistic, relational help for the people of West Bowling, providing on average 32 sessions a week of groups and help to those who are most in need within our community. We have supported over 600 individuals, collectively attending 7,000 times , as well as maintaining a community green space and hosting large events. Alongside eight staff members we are very grateful to our 50 volunteers who help with governance, sorting food and clothes, leading and helping in groups, mending, gardening and much more; very little would be able to happen without them. We also have had help from teams from Yorkshire Building Society.

Shine provides local help for the local needs in our area, delivered by those who listen to and often live amongst the community we serve. Our thanks go to St Stephen’s Church where we are based, allowing us to have plenty of space for activities, surrounded by a lovely churchyard which again is used by group and families.

We are thankful to those individuals who generously give monthly to enable the work of Shine, to other individuals and churches who have donated to us over the year and to our funders, The Henry Smith Charity, Marsh Charitable Trust, The Wharfedale Foundation, Awards for All (National Lottery), Bradford City Challenge Foundation, Better Start Bradford, Give Bradford, Sir George Martin Trust, Bradford Metropolitan District Council, and to the Integrated Care Board for part funding the counselling service and ReCreate. We have also received funding from Anchor Foundation and Bradford City of Culture 2025 for an art piece ‘Woven Lives’, being created by Linda Baines and Shaeron Caton-Rose with a number of our users. This will be displayed as part of the City of Culture in Bradford Cathedral from July. Creativity remains an important component of our work.

Shine (West Bowling)

Trustees' report (continued) for the year ended 31 March 2025

Achievements and performance continued

Over the year we have run a course ‘Own My Life’ for those in controlling relationships, and ReCreate for those who are isolated or have fragile mental health. We have increased the offer of face to face counselling so we now offer approximately 16 spaces a week, we have given out school uniform, coats and many other items of children’s clothing, thousands of items of food have been given at reduced prices, and we have offered accommodation and help to those who are homeless, as well as help to many who are financially challenged or in poor health.

We have helped St Stephen’s Church host Heritage days after the completion of the restoration of their West Window, enabling hundreds of people to understand more the history of this area and the building. We hosted a celebration day with Hope Housing and celebrations around Christmas . We have worked closely with two school in particular, Newby Primary School and St Stephen’s Primary School, working in partnership with some families and also starting a new parent and toddler group at St Stephen’s School. We are looking to start a Kids Matter parenting group in the future at the school.

There is no doubt of the impact Shine has on the people of West Bowling and beyond. In challenging times Shine continues to offer a safe, welcoming space and long term help to those who need it most, five days every week.

“I have hope now where as before, I felt hopeless."

Financial review

The net income for the year was £57,973, including net expenditure of £3,078 on unrestricted funds and net income of £61,051 on restricted funds.

Reserves policy

The charity's free reserves, excluding fixed assets, at the year end were £143,830.

The Trustees have reviewed the charity’s need for reserves in line with guidance issued by the Charities Commission and consider it prudent that free, unrestricted reserves need to be sufficient to meet four to six months running costs. Based on 2025/2026 budgeted expenditure the CIO's target reserves are between £71,300 and £107,000. This policy is reviewed by the Trustees annually in line with the risk analysis and financial management situation.

Approved by the board of trustees on 1/10/2025

Samantha Corderoy (Trustee)

Shine (West Bowling)

Independent examiner's report to the trustees of Shine (West Bowling)

I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 March 2025, which are set out on pages 6 to 12.

Responsibilities and basis of report

As the charity trustees of the CIO you are 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 CIO's accounts as carried out under section 145 of the 2011 Act. 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.

Independent examiner's statement

Since the CIO's gross income exceeded £250,000 your examiner must be a fellow of a body listed in section 145 of the 2011 Act.

I confirm that I am qualified to undertake the examination because I am a fellow of ICAEW which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

1 accounting records were not kept in respect of the charity as required by section 130 of the Charities Act;

2 the accounts do not accord with those records; or
3 the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.

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.

Rhys North ACA

7/10/2025

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Shine (West Bowling)

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 March 2025

Notes 2025 Unrestricted funds £ Income from: Grants and donations (2) 106,861 Fees and charges 6,772 Pop up pantry 9,062 Fundraising - Other income 1,092 Bank interest 1,552 Total income 125,339 Expenditure on: Salaries NI and pensions (3) 95,363 Sessional workers - Activity resources and equipment 5,640 Rent and utilities 17,030 Staff and volunteer expenses 1,110 IT support and equipment 168 Administration and finance 4,053 Legal and professional fees 34 Insurance 1,750 Independent examination 1,134 Credit Union payments 2,135 Total expenditure 128,417 Net income / (expenditure) (3,078) Fund balances brought forward 146,908 Fund balances carried forward (4) 143,830	2025 Restricted funds £ 136,980 3,000 - - - - 139,980 49,401 13,522 9,922 3,188 2,896 - - - - - - 78,929 61,051 10,778 71,829	2025 Total funds £ 243,841 9,772 9,062 - 1,092 1,552 265,319 144,764 13,522 15,562 20,218 4,006 168 4,053 34 1,750 1,134 2,135 207,346 57,973 157,686 215,659	2024 Total funds £ 200,971 5,218 9,316 3,860 1,368 953 221,686 133,182 13,325 22,775 20,447 3,127 1,908 4,200 - 1,955 1,134 1,525 203,578 18,108 139,578 157,686

All incoming resources and resources expended derive from continuing activities.

Shine (West Bowling)

Balance sheet

as at 31 March 2025 2025 Unrestricted £ Current assets Debtors and prepayments (5) 3,379 Cash at bank and in hand (6) 141,585 Total current assets 144,964 Current liabilities: amounts falling due within one year Creditors and accruals (7) 1,134 Total current liabilities 1,134 Net current assets / (liabilities) 143,830 Net assets 143,830 Funds Unrestricted funds 143,830 Restricted funds - Total funds 143,830	2025 Restricted £ - 71,829 71,829 - - 71,829 71,829 - 71,829 71,829	2025 Total £ 3,379 213,414 216,793 1,134 1,134 215,659 215,659 143,830 71,829 215,659	2024 Total £ 6,554 153,808 160,362 2,676 2,676 157,686 157,686 146,908 10,778 157,686

The financial statements were approved by the board of trustees on 1/10/2025

Samantha Corderoy (Trustee)

Shine (West Bowling)

Notes to the accounts

for the year ended 31 March 2025

1 Accounting policies

Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year. No changes have been made to the accounts for previous years.

Going concern

The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.

Incoming resources

All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, if it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.

Grants and donations

Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.

Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.

Expenditure and liabilities

Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

Pensions

The charity operates a defined contribution scheme for the benefit of its employees. The costs of contributions are recognised in the year they are payable.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

Shine (West Bowling)

Notes to the accounts continued

for the year ended 31 March 2025

2 Grants and donations Bradford City Challenge Bradford District Metropolitan Council (BDMC) Bradford VCS Alliance Give Bradford Marsh Charitable Trust National Lottery Community Fund (NLCF) NHS West Yorkshire Integrated Care Board Sir George Martin Trust The Anchor Foundation The Henry Smith Charity The Wharfedale Foundation Bradford District Community Foundation Dept. for Levelling Up, Housing & Communities National Gardening Scheme The Liz and Terry Bramhall Foundation Other donations 3 Staff costs and numbers Gross salaries Social security costs Employment allowance Pensions	2025 Unrestricted funds £ - - - - - - - - - 70,000 - - - - - 36,861 106,861	2025 Restricted funds £ 3,000 6,600 3,070 6,500 500 20,000 22,500 3,000 6,000 - 10,000 - - - - 55,810 136,980	2025 Total funds £ 3,000 6,600 3,070 6,500 500 20,000 22,500 3,000 6,000 70,000 10,000 - - - - 92,671 243,841 2025 £ 133,823 8,828 (5,000) 7,113 144,764	2024 Total funds £ - 4,175 - - - - - - - 70,000 - 7,000 68,832 3,679 10,000 37,285 200,971 2024 £ 123,644 7,948 (5,000) 6,590 133,182

The average number of employees during the year was 8, being an average of 4.7 full time equivalent (2024: 7.8, 4.6 FTE). There were no employees with emoluments above £60,000.

Defined contribution pension scheme	2025	2024
	£	£
Costs of the scheme to the charity for the year	7,113	6,590
Amount of any contributions outstanding at the year end	-	887

Shine (West Bowling)

Notes to the accounts continued

for the year ended 31 March 2025

4 Restricted funds BDMC Science event Kyffin Place National Gardening Scheme BDMC Community Buildings Liz and Terry Bramall Bradford City Challenge BDMC Repair Project Wellbeing Service Anchor Foundation NLCF Give Bradford NHS WY Integrated Care Board Sir George Martin Trust Wharfedale Foundation Bradford VCS Alliance	Balance b/f £ 175 - 227 - 6,823 - 345 3,208 - - - - - - - 10,778	Incoming £ 500 3,000 - 6,900 - 3,000 - 55,395 6,000 20,000 6,500 22,615 3,000 10,000 3,070 139,980	Outgoing £ 675 3,000 227 6,900 6,823 3,000 345 13,218 3,180 19,118 1,365 15,203 3,000 2,875 - 78,929	Transfers £ - - - - - - - - - - - - - - - -	Balance c/f £ - - - - - - - 45,385 2,820 882 5,135 7,412 - 7,125 3,070 71,829

Fund name

BDMC Science event Kyffin Place National Gardening Scheme BDMC Community Buildings Liz and Terry Bramall Bradford City Challenge BDMC Repair Project Wellbeing Service

Anchor Foundation NLCF Give Bradford NHS WY Integrated Care Board Sir George Martin Trust Wharfedale Foundation Bradford VCS Alliance

Purpose of restriction

To contribute towards the costs of a science event. To support the Men Only support group. To provide resources for the Gardening Club. Towards the running costs of the centre. Towards the salary costs of the CEO post and renovation work. To support activity costs.

Towards the running costs of the Creative Threads group. Donations to support the development and operation of the wellbeing service.

Towards the Woven Lives art project.

To support the salary costs of the Outreach and Economic Lead workers. Towards the running costs of art therapy sessions.

To support the provision of a wellbeing counselling service. To contribute towards the CIO's core costs.

To support the costs of an integration support worker.

To enable the creation of an art piece as part of Bradford City of Culture 2025.

Shine (West Bowling)

Notes to the accounts continued

for the year ended 31 March 2025

5 Debtors and prepayments Prepayments Other debtors 6 Cash at bank and in hand Cash at bank Cash in hand 7 Creditors and accruals Creditors Accruals Other creditors	2025 £ - 3,379 3,379 2025 £ 213,388 26 213,414 2025 £ - 1,134 - 1,134	2024 £ 3,000 3,554 6,554 2024 £ 153,794 14 153,808 2024 £ 655 1,134 887 2,676

8 Related party transactions

Donations from trustees and related parties

The total aggregate value of unconditional donations to the charity from the trustees or related parties was £3,360 (2024: £2,950).

Trustee expenses

No trustee received any expenses during this year or the previous year.

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.

Remuneration and benefits received by key management personnel

The total employee benefits received by key management personnel were £33,950 (previous year: £32,596).

Other transactions with trustees or related parties

Other transactions with trustees or related parties Sarah Hinton Wife of trustee Employed as CIO's chief executive officer Name of trustee or related party Relationship to charity Description of transaction Shaeron Caton- Rose Linda Baines Provision of freelance services Provision of freelance services Trustee Trustee Recreate Wellbeing CIC Business connected to Linda Baines and Shaeron Caton-Rose Provision of freelance services	2025 £ 1,950 2,040 1,255 29,387 34,632	2024 £ 600 - - 28,257 28,857

Shine (West Bowling)

Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2025

2025 2024 Unrestricted Unrestricted funds funds £ £ Income Grants and donations 106,861 106,210 Fees and charges 6,772 4,568 Pop up pantry 9,062 9,316 Fundraising - 3,860 Other income 1,092 1,368 Bank interest 1,552 953 Total income 125,339 126,275 Expenditure Salaries NI and pensions 95,363 44,732 Sessional workers - 2,326 Activity resources and equipment 5,640 8,372 Rent and utilities 17,030 3,240 Staff and volunteer expenses 1,110 1,036 IT support and equipment 168 - Administration and finance 4,053 3,315 Legal and professional fees 34 - Insurance 1,750 1,220 Independent examination 1,134 1,134 Credit Union payments 2,135 1,525 Total expenditure 128,417 66,900 Net income / (expenditure) (3,078) 59,375 Fund balances brought forward 146,908 87,533 Fund balances carried forward 143,830 146,908	2025 Restricted funds £ 136,980 3,000 - - - - 139,980 49,401 13,522 9,922 3,188 2,896 - - - - - - 78,929 61,051 10,778 71,829	2024 Restricted funds £ 94,761 650 - - - - 95,411 88,450 10,999 14,403 17,207 2,091 1,908 885 - 735 - - 136,678 (41,267) 52,045 10,778	2025 Total funds £ 243,841 9,772 9,062 - 1,092 1,552 265,319 144,764 13,522 15,562 20,218 4,006 168 4,053 34 1,750 1,134 2,135 207,346 57,973 157,686 215,659	2024 Total funds £ 200,971 5,218 9,316 3,860 1,368 953 221,686 133,182 13,325 22,775 20,447 3,127 1,908 4,200 - 1,955 1,134 1,525 203,578 18,108 139,578 157,686