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2022-12-31-accounts

GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY

OF FRIENDS AWARDS (A COMPANY LIMITED BY GUARANTEE)

COMPANY REGISTRATION NUMBER: 08341158 CHARITY REGISTRATION NUMBER: 1154004

REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022

GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

CONTENTS CONTENTS
Item Page
Trustees’ report 3-4
Independent examiner’s report 5
Statement of financial activities 6
Balance sheet 7
Notes to the financial statements 8-12

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GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

ANNUAL REPORT

The Trustees are pleased to present their report together with the financial statements of the charity for the year ended 31 December 2022, which are also prepared to meet the requirements for a directors’ report and accounts for Companies Act purposes.

The financial statements comply with the Charities Act 2011, the Companies Act 2006, the Memorandum and Articles of Association, and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015).

Our purposes and activities

The purposes of the charity are:

The charity’s core mission shapes its consideration of grant applications, and the trustees have considered the Charity Commission’s guidance on public benefit, including the guidance ‘public benefit: running a charity (PB2)’.

Achievements and performance

In the course of the year ended 31 December 2022, the charity has made good progress in making use of two properties for its core objectives. It has:

Financial review

The charity spent £167,088.03 against an income (mainly through a further bequest from the same estate as in 2021) of £103,271.99 bringing its total assets including fixed assets property less accruals to £3,931,647.78. The majority - around 80% - of the expenditure was for the ongoing renovation of Tynypant which has regrettably turned out to be more expensive and complex than originally envisaged – the renovation costs have been included in the addition of fixed assets property.

The charity had £195,305.07 cash on hand at the end of the year. Further expenditure on the renovation of Tynypant was anticipated for 2023; beyond this the charity has sufficient reserves to meet its ongoing liabilities. When the Tynypant renovation is complete, a reserves policy will be prepared.

Structure, Governance and Management

Governing Document

George Goetchius & Donald Howarth Society of Friends Awards is a company limited by guarantee governed by

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GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

its Memorandum and Articles of Association 14 December 2012, and amended Objects dated 27 March 2013. It is registered as a charity with the Charity Commission.

Appointment of trustees

As set out in the Articles of Association, the charity may appoint company directors by ordinary resolution. Only a person who is retiring by rotation may be appointed a director at any general meeting, unless they are recommended for re-election by the directors, or a notice of proposal is given not less than seven nor more than thirty-five days prior to a general meeting.

Directors and advisors

The directors of the charitable company (the charity) are its trustees for the purpose of charity law. The trustees serving during the year and since the year end were as follows:

Trustees Sandra Smith
Christopher Loscher
William Richards
Inez Litas (appointed after 31 December 2022)
Company Secretary Alexander Lawrence-Archer
Independent Examiner Verdant Accountants Limited
Chartered Certified Accountants
20-22 Wenlock Road,
London N1 7GU
Bankers The Co-Operative Bank
PO Box 250
Skelmersdale
Lancashire
WN8 6WT
Administrative details
Registered charity name GEORGE GOETCHIUS & DONALD HOWARTH
SOCIETY OF FRIENDS AWARDS
Incorporated (Limited by guarantee) 24 December 2012
Charity registration number 1154004
Company registration number 08341158
Registered Office 9 Lower Mall
London
SIGNED ON BEHALF OF THE TRUSTEES W6 9DJ WILLIAM RICHARDS
14 September 2023

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GEORGE GOETCHIUS & DONALD HOWARTH socIErY OF FRIENDS AWARDS (A company lirnited by guar2nteel REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022 INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (Company no:08341158 and Charity no:1154004) I report on the financlal srarements of the above charfty la company limltsd by guarantee) for the year ended 31 December 2022. which comprise the ststement of Financial Aciivities, the Balance Sheer and the rela¢ed noLes Re$pectivt responslbili¢ies ol trustees and examlner The rrustees who are also direczors of the company lor the purposes ol cornpany law, Ire responsible for the preparauon of the attoufits in accordance with rhe Chanties Act 2011 I'the Act,). The Charity's trustees consider tha¢ an audit is rioc required for this year under section 144 of the Act and that an Independent examinarion is needed. Where the chariry5 8r055 income exceeded £250.000 l am qualified to underyake the examinarion by being a qualified member of the Chartered Association of Cerrlfled Accountanu. 1£ is my responsibility to examine the accounts under settion 145 of the Charitie5 Ao follow the applicable Direcrions &ven by the Chariry Commission under secuon 14S{5llbl of the Ac¢ and state whether particular macters have come co my aftenuon. BASIS ol Independent txmlner's report My examinrion wa5 carried out in accordance with the general Directyons yven by the Charity comm￿SSIOn. An examinarion includes a review ol the accounting records kepr by the charity and a comparison of d)e accounts presented with rhose records. It also Ineludes consideration of any Unusu￿ ITems or dlsclosvres in the accounts, and seeking explanaoons Irom the trustees concerning any such matters. The procedures undertsken do not provide all the evidence that would be required in an audir and consequefjtty no opinioTh is yven as to whether the accounts present a 'true and fair, and the report is limited ro those matters ser out in the 5rarÈment below. Independent examSnerfs sratement In connecuon with my exarnina￿on. no material matters have e¢Yne to my atttntlon which gives me cause ro believe thar in. any rnaterial re5pecL the accoutiting records were not kepr Sn accordance with secuon 386 of the Companies Act 120061.. the accounts do ntsr accord with the a<¢ounting reeorls.. or the accounts do rsot comply wirh the applicable requirements concerning the lorm and content of the accounts 5eE out In sectyon 396 of the C¢>mpanies Act 2006 other than any requir¢ment that the accounrs gNe a 'tnJe and hir, wew which is not a maEcer considered as part of an Independent examination., or The accounts have Thot been prewred in accordance the Charities SORP IFRS102I. I have no concerns and have come aeros5 no tsther matters in connecrion the exarninatson to which attentyon should be drawn in this report in order Eo enable a proper undersrandlng of the attounrs w be reached. 121 Chawevan Wllllams FCCA Dre'. 2&.09. 2023 Verdan¢ Accountants Limited. Ch2rtered Cert￿led Accountants. I￿2? Wenlock K¢Md.London Nl 7GU

GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

STATEMENT OF FINANCIAL ACTIVITIES

Notes
Income
Donations & bequests
3a
Charitable activities & other
3b
Total income
Expenditure on:
Charitable activities
4
Total expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Net movement in funds
Adjustment for 2021 debtor
Total funds carried forward
at 31 DECEMBER 2022
Unrestricted
Funds 2022
£
100,000
3272
103,272
19,251
19,251
84,021
-
3,967,627
84,021
(120,000)
3,931,648
Total
Funds 2022
£
100,000
3272
103,272
19,251
19,251
84,021
-
3,967,627
84,021
(120,000)
3,931,648
Total
2021
£
3,990,000
-
3,990,000
34,435
34,435
12,021
-
12,062
3,955,565
-
3,967,627

The statement of financial activities includes all gains and losses recognised in the year. All funds in 2021 were unrestricted. All income and expenditure derive from continuing activities.

The notes on page 8 to 12 form part of these financial statements

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GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

BALANCE SHEET

AS AT 31 DECEMBER 2022

Notes
Fixed Assets
Tangible Assets
7
Current assets
Cash at bank and in hand
Debtors
8
Creditors (falling due within one year)
9
Net current assets
Total assets less current liabilities
Total net assets
Charity funds
Restricted Funds
10
Unrestricted
10
Total funds
31 Dec
2022
£
3,737,540
195,308
-
195,308
(1200)
194,108
3,931,648
3,931,648
-
3,931,648
3,931,648
31 Dec
2021
£
3,595,123
259,121
122,956
382,077
(9573)
372,504
3,967,627
3,967,627
-
3,967,627
3,967,627

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

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

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

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

The financial statements were approved by the board of trustees/directors on 14 September and signed on its behalf by:

William Richards, Truste e

The notes from page 8 to 12 form part of these financial statements.

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GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022

1 General information

George Goetchius & Donald Howarth Society of Friends Awards is a registered charity with the Charity Commission for England & Wales (charity number: 1154004) and a private company limited by guarantee, incorporated in England and Wales (company number: 08341158). The registered office address is 9 Lower Mall, London, W6 9DJ.

2 Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to 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), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

George Goetchius & Donald Howarth Society of Friends Awards meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Income

All income is recognised once the Company has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

2.3 Expenditure

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Company's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

2.4 Tangible fixed assets and depreciation

No depreciation is charged on freehold land and buildings. Where buildings are maintained to such a standard that their estimated residual value is not less than their cost or valuation, no depreciation is charged, as it is not material.

Freehold land and buildings – depreciation not provided.

2.5 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.6 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.7 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

2.8 Financial instruments

The Company only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2.9 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Company and which have not been designated for other purposes.

Designated funds comprise unrestricted funds that have been set aside by the Trustees for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

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GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022

3a Income from donations and legacies

Unrestricted Total Total funds
Funds 2022 Funds 2022 2021
£ £ £
Donations 100,000 100,000 3,990,000
Total 100,000 100,000 -
b Charitable activities & other
Unrestricted Total Total funds
Funds 2022 Funds 2022 2021
£ £ £
Charitable 2620 2620 -
activities
Other 652 652 -
Total 3272 3272 -

3b Charitable activities & other

4 Analysis of expenditure on charitable activities

Unrestricted Total Total funds Total funds
Funds 2022 Funds 2022 2021
£ £ £
Professional - 1290
fees
Administrative 49 49 150
fees
Events 120 120 2425
Property (784) (784) 21455
repairs and
maintenance
Utilities 4815 4815 3217
Council Tax 7102 7102 850
Travel and - - 184
subsistence
Insurance 5468 5468 1100
Sundry 261 261 164
expenses
Independent 1200 1200 3600
examination/a
udit fee
Grants 1000 1000 -
Total 19251 19251 34435

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GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022

5 Auditors’ independent examination fee
2022 2021
£ £
Independent examination fee 1200 -
Auditors’ fee - 3600
Total 1200 3600

6 Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2021 - £NIL). During the year ended 31 December 2022, no Trustee expenses have been incurred (2021 - NIL).

7 Tangible fixed assets

7 Tangible fixed assets
8 Debtors
Cost or valuation
Balance brought forward 1 January 2022
Additions - Tynypant renovation
At 31 December 2022
Net book value
At 31 December 2022
At 31 December 2021
2022
£
Due within one year
Other debtors
120,000
Prepayments
-
Adjustments for 2021
(120,000)
Total
0
Freehold property
£
-
3,595,123
142,417
3,737,540
3,737,540
3,595,123
2021
£
120,000
2956
-
122,956

Prior year adjustment is due to donations received in 2022 and is related to the year 2022. No outstanding debtor required for 2021.

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GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022

9 Creditors: amounts falling due within one year

10 Summary
Summary of
Accruals
Designated
funds
General
funds
Total
Designated
funds
General
funds
Total
of funds (current year)
Balance 1 Jan
2022
£
Income
£
3,595,123
-
372,504
103,272
3,967,627
103,272
2022
£
2021
£
1200
9573
Expenditure
£
Adjustments
Transfers in/out
£
Balance at 31 Dec
2022
£
-
142,417
3,737,540
(19,251)
(142,417)
(120,000)
194,108
(19,251)
(120,000)
3,931,648
funds (prior year)
Balance 1 Jan
2021
£
Income
£
-
3,535,000
12,062
455,000
12,062
3,990,000
Expenditure
£
Adjustments
Transfers in/out
£
Balance at 31 Dec
2021
£
-
60,123
3,595,123
(34,435)
(60,123)
372,504
(34,435)
-
3,967,627

11 Analysis of net assets between funds (current year)

Unrestricted Total funds 2022
funds 2022 £
£
Tangible fixed assets 3,737,540 3,737,540
Current assets 195,308 195,308
Creditors due within one year (1200) (1200)
Total 3,931,648 3,931,648

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GEORGE GOETCHIUS & DONALD HOWARTH SOCIETY OF FRIENDS AWARDS (A company limited by guarantee)

REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

Analysis of net assets between funds (prior year)
Unrestricted Total funds 2021
funds 2021 £
£
Tangible fixed assets 3,595,123 3,595,123
Current assets 382,077 382,077
Creditors due within one (9573) (9573)
year
Total 3,967,627 3,967,627

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