## 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**
1
## 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.
2
## 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.
3
## 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)
4
## 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
5
## 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.
6
## 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)
7
## 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.
8
## 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|
9
## 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.
10
## 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|
|---|---|---|
11
## 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|
|---|---|---|---|---|
12