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MONTY’S COMMUNITY HUB
59 Montague Avenue, Southampton, SO19 0QB // www.montys.org.uk
— Registered Charity No. 1155649 —
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**ANNUAL REPORT — 2022 —** **Page 1 of 8** ## **MONTY’S** // WHO WE ARE **Monty’s Community Hub is a grassroots ‘community development’ charity, based at the heart of our neighbourhood on the edge of Southampton.** Our vision is to enable the personal, social and spiritual growth of local residents; in partnership with the local community; so we can all enjoy abundant life within a flourishing neighbourhood. With the support of our wonderful trustees and staff, our volunteers organise numerous groups and activities that are developed in response to needs and opportunities in our local community. Based in a shop unit within a parade at the heart of our estate, Monty’s started life when statutory funding for the local youth centre was withdrawn in 2013. This loss hit particularly hard locally, as our neighbourhood is an area of significant deprivation; according to the Office for National Statistics we are within the 15% most deprived areas in the UK (including an area in the lowest 7% for health and employment, the lowest 3% for education and income, and the lowest 1% for crime). Located on the edge of the city, our neighbourhood is isolated from adjoining areas, yet has little community provision of its own; there are few play facilities or community spaces, the local church closed down at the turn of the century, and in 2013 our youth centre faced imminent closure following cuts to statutory services. In response to this closure, a group of volunteers from the local church and community felt so strongly about this loss that—with the support of local churches, schools and the city council—they took on responsibility for the centre. We reimagined the old Montague Avenue youth centre as a ‘community hub’ open to people of all ages, and registered as a Charitable Incorporated Organisation in 2014 under the name ‘Monty’s Community Hub’. These days Monty’s is a thriving hub at the heart of our community – drawing together people of all different social, religious and ethnic backgrounds, and many with complex social and additional educational needs, to seek transformation in our community. Supported by our committed trustees, the day-to-day running of Monty’s is overseen by our small team of staff and our growing team of volunteers from the local community. Monty’s is an inclusive hub open to the whole community; regularly welcoming hundreds of different people into our groups, activities and events. Through it all, we aim to help local residents come together to recognise and respond to their own needs and aspirations, and to take positive action to bring about transformation in our community. **Our Board of Trustees** are committed to the effective management of the charity, including the ongoing maintenance and implementation of Safeguarding, Equality, Health & Safety, Financial and other appropriate policies. Meeting at least quarterly, our board of trustees includes: - Jon Oliver – Chair - Zoe Hart – Vice Chair & HR - Jim Macfarlane – Minutes Secretary - Mark Allen – Treasurer - Leanne Curry – Deputy Finance - Libby Crandon – Safeguarding - Tammy Oliver – Staff/Volunteer Liaison - Pete Nailer – Fundraising - Cathy Nailer – Fundraising - Tom Tarling – Governance - Amy Hyde – Data Protection - Garry Roberts – Parish Liaison - Andy Frampton – H&S **Page 2 of 8** **Our values** are an expression of what we believe, and underpin everything we do. Inspired by Jesus, we are committed to being: COMMUNITY-ROOTED (based in our community, encouraging positive involvement within the community, and contributing to good relationships in all we do); OPEN & INCLUSIVE (actively promoting equality of opportunity, challenging discrimination, and celebrating diversity); COMPASSIONATE & OPEN TO GOD (being open and honest in all our relationships, caring and loving as Jesus did and still does today); GENEROUS & LIFE-AFFIRMING (equipping and enabling people to live fulfilling lives, recognising and developing their own potential). ## **MONTY’S COMMUNITY HUB** // WHAT WE DID IN 2022 The trustees are pleased to report that Monty’s has had a year characterised by growth, development and maturation. 2022 has felt like the first ‘post-pandemic’ year, and as such has been a time of embedding, consolidating and exploring new opportunities after two years of fast-paced adapting and innovation in response to the coronavirus pandemic. It has also been a year characterised by the Cost of Living Crisis, with many of our local community experiencing significant financial challenges - but alongside this difficult time for so many, we have seen so many people coming together to support friends and neighbours and get involved in the local community. We began the year with a week long Community Consultation, with a range of consultation activities and sessions across both the Community Hub and Bike Hub. After two years of lockdown, which involved some sessions shifting online, others taking a hiatus, and countless other adaptions, the beginning of 2022 felt a timely moment to gather our volunteers, members, neighbours, trustees and friends to reflect on what we do at Monty’s in the context of our vision and values. This process helped us set priorities for the rest of the year and identify opportunities for growth. One of the highlights of the year was our Jubilee Street party, celebrating the Queen’s Platinum Jubilee. This event featured food, bouncy castles, a Disco Dome, tombola, road train and Tri-shaw rides, face painting, fairground games and much more. We welcomed over 300 local residents to this event, which was a great opportunity to talk to local people and promote what we do at Monty’s. Following on from the success of this event, a committee of local volunteers organised a similar event at Christmas, **Page 3 of 8** with a Santa’s grotto, Santa train, cake sale and gifts of a book given to every child. Our Community Pantry has continued to be an important source of support in the local community, especially in the context of the growing Cost of Living Crisis. Throughout 2022, we strengthened our links with other food provision / food aid organisations in Southampton, including participating in a Southampton Wide Food Census. At the end of 2022, we found out we have been successful in some grant funding for cooking sessions, which will take place in 2023. Our Friday Fry Up & Finances was well attended during the first half of the year, but took a break during the second part of the year due to a key member of the team going on Maternity Leave. However, the conversations during Friday Fry Up and Finances gave birth to our new Adult Social Evenings, which provide a very low cost opportunity for adults to socialise and have a fun evening out. Our Youth and Children’s provision has remained a real strength of what we do at Monty’s, with a particular focus this year on trips and Out of Comfort Zone Activities. We have really seen the value of providing opportunities for young people to try new things, push themselves out of their comfort zone and grow in confidence. We have delivered trips to a local climbing gym, a kayak trip, swimming trips and visits to the theatre. We also delivered a Residential Trip for our young leaders, which included leadership workshops, team building activities, and a very memorable raft building experience! One of our priorities for the year was to expand our youth provision to older youth, aged 16-18. Up until this year, our weekly youth provision has been for young people up to year 11, but in 2022, we started a new session for those in the older years of secondary school and college, extending our regular youth provision up to age 18. This session, and our Out of Comfort Zone activities have been immensely enriched by the appointment of a new member of staff into a Youth and Children’s Coordinator role. Another top priority was to respond to local physical and mental health concerns, which continue to be a need identified by our local neighbours. We started a new session called ‘Wander & Wonder’, a monthly meet up in a local nature spot, generally walking, and including some guided mindfulness reflections. Our weekly pilates class has gone from strength to strength, enabling local people to access a Pilates class on a Pay as You Feel basis with many participants trying pilates for the first time and the class attracting a broad range of participants. **Page 4 of 8** One of the challenges we faced this year was around transitioning volunteers from helping out at sessions and activities, to taking on greater leadership and ownership of those sessions. We identified several barriers facing volunteers, including lack of confidence, time and a preference to remain in a supporting role. In response to this, we have continued to provide a variety of training opportunities for our volunteers, including, most notable, a 6 week Community Development Course. Our fledgling gardening-focussed social enterprise ( **Monty’s Building & Gardening Services** ) continued to grow over 2022, and was able to undertake several larger scale projects with the help of volunteers from a local business. We are pleased to report that Monty’s continues to find itself in a healthy financial position, thanks to generated income, local giving, and grant funding. We want to say an enormous THANK YOU to everyone who has supported us financially this year. This includes the Valentine Charitable Trust, Cycling UK, Imagine Foundation, Southampton City Council, Bikeability, Hampshire and Isle of Wight Community Foundation, Ford Southampton, Kickstart, Carnival UK, Southampton Voluntary Services, City Life, Southern Water, and various other donors, individuals and customers. _Full details of our finances are available in our Annual Accounts._ ## **MONTY’S BIKE HUB** // WHAT WE DID IN 2022 Monty’s Bike Hub continues to grow as part of Monty’s Community Hub. We have engaged well with lots of local people, using bikes as a way to engage positively and productively. Our regular weekly sessions continued, our Adult Bike workshop session and Youth Bike workshop sessions busy with local adults and young people. Additional funding from HIWCF allowed us to grow our Bike Hub Staff team and have it open for a longer period of time. This included earlier in the afternoon where we could engage intensively with local young people out of school or college (NEETS). We also secured funding from the Bikeability Trust to develop cycle skills and repair sessions to enable young people from deprived areas to take more full part in Bikeability. We started an afterschool bike club at our local primary school supporting young people in gaining confidence riding and fixing their bikes as well. This fund also funded family rides in the school holidays. We did this once a week in the holidays and local volunteers helped lead rides for adults and young people together down to Royal Victoria country park. It was great to see parents gaining **Page 5 of 8** confidence in cycling with their children. We used our fleet of Cargo Bikes to help transport younger non-riders so full families could take part. We also had lots of extra funding for youth rides in the holidays so were able to run multiple rides a week for different levels eg local short rides for younger youth and longer adventure rides for older teenagers to places like Bournemouth and Portsmouth. Our Toddler Bike hub also continued to attract local families, helping toddlers get confident in riding balance bikes and eventually pedalling, some learning to ride independently at age 3! We also put on Ditch the Stabiliser sessions in the school holidays that members of the public can book on to, these are always popular and we are always asked to do more. We secured funding from HAF Southampton to deliver cycle skills sessions at various Holiday Clubs across the east side of the city, all based in deprived areas and for children on free school meals. It was great to utilise young volunteers from our estate to support this work and develop their skills as well. We have a number of contracts with Southampton City Council, in 2022 this included delivering Bike Dr sessions in the community and in schools. We cover the east side of the city for these sessions and it is great to be able to support local people in getting cycling through repairing their bikes for free via this funding. We also delivered around 70 Adult Cycle Confidence sessions as part of a contract with the council, many of these were local to our estate so added to how we can engage with the local community. In 2022 we developed our Alternative Provision offer with schools and grew our capacity so we could deliver school sessions for 3 local schools; Weston Secondary, Woodlands Community College and started with Hightown Primary School. We also continued our partnership with Compass School which is the citywide Pupil Referral Unit, although many of these young people come from our local area. These sessions are paid for by the school to work 121 with particularly challenging young people, many at risk of being expelled or already excluded from various schools. We always seem to have positive engagement with these young people and are able to support them in learning mechanical skills, whilst also mentoring them and offering them other opportunities such as building a bike, attending our other sessions and informal mentoring. **Page 6 of 8** Throughout all our work we sell bikes that we work on with young people and adults. Our adult bike workshop is the main place where we recycle bikes with volunteers but this also happens during our youth sessions as well. After being checked by our qualified mechanics we sold 80 kids bikes, 50 adult bikes and gave 34 bikes away ro refugees (with funding from the local authority). All this means we are able to further support the community, stay active and keep riding. Finally our weekly Adult Social rides have become a place for adults to come together socially, make friends and go to new places whilst having a gentle bike ride together. Most participants are local and are using bikes purchased or loaned from us. We have a few routes we do regularly to help people gain confidence to be able ro ride independently or with their families and friends. ## **MONTY’S** // LOOKING AHEAD We’re excited about what next year will bring, as we continue to gather people together to design and deliver an ever-diversifying range of groups, sessions and activities in response to local needs and opportunities. Within this, we are particularly excited to deliver some Family Cooking Sessions, and explore further opportunities around growing food and reducing food waste. We will continue to co-design community responses to issues around financial inequality, physical health, and mental wellbeing. One of the most exciting things in the next year ahead will be our local Pump Track being finished. It is currently under construction and will aim to be finished by February Half term. This has been a very long term project with fundraising and liaising with the council and the community regularly, so will be great to see it come to fruition. We will be running various sessions over the pump track in the next year. We’re hoping to raise sufficient funding to increase staff hours further – both in the Bike Hub, and to help coordinate our growing range of Adult Wellbeing activities as well as to support our huge **Page 7 of 8** and ever growing team of volunteers. We’re also still looking for a new Chair of Trustees – to help breathe new life into the Board of Trustees, and to help facilitate our ongoing leadership transition. One of Monty’s greatest strengths remains our ability to respond to future challenges flexibly and collaboratively. Whatever the next year brings, we are well placed - as a locally-rooted community development charity, to work alongside local neighbours to identify local needs and opportunities, and work towards flourishing in our local community. ______________________________ This report dated: 29th Sept 2023 ## **Anna Jacklin** Director and Community Hub Manager ## **Josh Allen** Director and Bike Hub Manager _on behalf of the Trustees_ William Kennedy Chair of Trustees, Monty’s Community Hub **Page 8 of 8** Treasurer’s Report As the world, and Monty’s, returns to “new normal” after the disruption of the pandemic, it’s pleasing to note that Monty’s income from grants, bike sales and contracts are all broadly consistent with previous years. Grants and donations, including those for cycling activities, totalled £79k in 2022; the £100k figure for 2021 included a £30k grant for the Sullivant Rec pump track for which expenditure was incurred in 2022 so comparisons are distorted. Excluding this, the 2022 figure can be seen as an increase on the underlying level of the previous year. Bike retail sales, which had grown significantly from the start of the pandemic, have remained at a valuable level (valuable for the community we believe, as well as for Monty’s income), £20k is comparable to the £24k and £23k in the previous two years up from just £11k in 2019. Bike contract work also remained at a level consistent with previous years earning £31k v £30k in the previous year. Expenditure in 2022, like income in 2021, is boosted by the first tranche of expenditure on the pump track, spending £30k in the year. Apart from this unusual item, the major part of the charity’s expenditure is on staff and this has increased as the charity grows. Excluding the pump track payment, staff costs are a consistent proportion of total expenditure, 58% in 2022 v 57% in 2021. Other expenses have also risen, including for materials to support bike hub sales and contracts and overall expenditure has risen by £24k (after adjusting for the pump track expense) resulting in an underlying £8k deficit against income, reversing the £8k surplus in the previous year. In line with increasing on-going costs the trustees reviewed and increased reserves which now stand at £35k out of total funds of a healthy £135k. ## Accountng policies: As noted in last year’s report, the charity moved to the accruals method of accounting in 2022 so these accounts are drawn up on that basis for the first time. As anticipated, this introduced some timing difference in comparison with the cash basis used previously; the year end balance sheet demonstrates this change has had a modest but favourable impact on the income and expenditure reported in the year of just over £2k. ## Individual Policies: - Fixed Assets: Items with a purchase cost greater than £1,000 may be capitalised if, in the view of the treasurer and manager responsible, the item has a useful life of three years or more. - Depreciation: - Land and buildings – not depreciated. - Vehicles – 5 years - Computer equipment – 3 years Other furniture and equipment – 5 years - Reserves - Monty’s aims to hold a minimum of 3 months’ (and maximum of 6 months) running costs in reserves. ## Conclusion: It is the opinion of the Treasurer that the financial position of the charity will support its current activities. ## Report dated: Mark Allen Treasurer CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner 5 Report Roport to tho trustO8S Monty's Coffwnunty Hub On accounts for the year ndad 31" December 2022 Chartty no (if any) 1155649 Set oul on pages This Page l Teport to the trustees on my examination of Ihe accounts of the atK)ve (*prity (Ihe Trusf) the year ended 3111212022 Responsibilities and basis of roport As the charitys trustees. you are responsible for the preparation of the accounts in accordance with the wuirements of the Charities Act 2011 (Ihe Acr). I report in respect of my examination of Ihe Trusfs acccMJnts carried out urKkr section 145 of Ihe 2011 Ad and in caryirvJ out my examination. I have followed all the appli(3ble Diredions given by the Charity Commission under section 145(5)(b) of the Act Independent examlnerfs statement I have completed my examination. I confimi that no material matters hav8 (x)me to my attention in cOnn￿lon wryth the examination which gives me ause to believe that in, any material respect: the accounting records were not kept in accordance with seGtion 130 of the Charities Act: or the accounts did not accA)rd with Ihe a￿Unting records,. or the ac(xiunls did r￿t compty with the applicable requirem8nts conceming the fomi and (xintent of a￿Unts set out in the Charities (Accounts and Rewrts) Regulations 2008 other than any requirement that the accounts give a 'true arKI fairf view which is not a matter consvjered as part of an independent exarninatk)n. I have rm) concems arKI have (xxne across no other matters in connection wtth the examination to which attention should be drawn in Ihis report in order to enable a prO￿r ur¥Jerstanding of Ihe aco)unts to be reaGhed. Signed: Datè: 1tr October 2023 Name: Mic* Humphrie5 Relevant professlonal qualification(s) or body (rf any): Address: 144 South East Road Soulhampton S019 8LS ## **Monty's Community Hub** ## **Balance Sheet (Summary)** ||**As at**
**31/12/2022**|**As at**
**31/12/2021**| |---|---|---| |**Fixed assets**
Tangible Assets
**Current assets**
Debtors
Investments
Cash At Bank And In Hand
**Liabilities**
Creditors: Amounts Falling Due In One Year
**Net current assets less current liabilities**
**Total assets less current liabilities**
**Liabilities**
**Total net assets less liabilities**
**Represented by**
**Unrestricted**
Unrestricted - General Funds
**Designated**
Designated - Awards for all
Designated - Church
Designated - General Fund - Bike Hub
Designated - Seedbed
Designated - Staff Fund, Cummunity Hub
Designated - Youth Development lottery
**Restricted**
Restricted - Pump Track
Restricted - Reserves
**Fund Totals**|3,984
**3,984**
2,599
111,587
21,550
**135,736**
4,169
**4,169**
**131,567**
**135,551**
**-**
**135,551**
18,912
-
2,570
46,245
1,436
22,930
8,458
-
35,000
**135,551**|-| |||**-**| |||-
141,146
32,899| |||**174,045**| |||-| |||**-**| |||| |||**174,045**| |||**174,045**| |||| |||**-**| |||**174,045**| |||16,369
3,045
2,216
57,709
1,436
35,521
2,749
30,000
25,000| |||**174,045**| (25 October 2023 10:50 am) Page 1 of 1 ## **Monty's Community Hub** ## **Analysis of income and expenditure Selected period: 01 January 2022 to 31 December 2022** **----- Start of picture text -----**
Total
General Designated Restricted This year Last year
Incoming resources
Incoming resources from generated funds
INTEREST - Bank Interest 472 - - 472 10
GRANTS - Grants 9,725 29,951 - 39,677 95,221
NSDONATION - Non Specific donations &
collections 5,139 - - 5,139 4,307
Incoming resources from generated funds Totals 15,336 29,951 - 45,288 99,539
Incoming resources from charitable activities
Bike Sales - Bike Retail Sales - 19,923 - 19,923 23,657
Bike hub contracts 30,629 30,629 29,525
Grant Funded Cycling - Grant Funded
Cycling Activities - 33,903 - 33,903 -
OI - Other Income 0 - - 0 -
VENUE - Venue Hire 413 - - 413 34
Incoming resources from charitable activities Totals 413 84,455 - 84,868 53,216
Incoming resources Grand totals 15,749 114,406 - 130,155 152,755
Resources used
Cost of generating funds
0105 - Fundraising/Fund generation 5 - - 5 -
Cost of generating funds Totals 5 - - 5 -
Charitable activities
0101 - Project & Programmes 3,026 851 - 3,878 6,494
0111 - Staff & Volunteers - 46,509 - 46,509 65,076
0120 - Building & Facilities 8,877 7,187 - 16,063 10,079
0125 - Office Costs 2,580 - - 2,580 3,159
Bike Sales - Bike Retail Sales 22,656 - 22,656 -
Grant Funded Cycling - Grant Funded
Cycling Activities 11,525 - 11,525 -
Bike contracts 18,136 - 18,136 -
Other bike hub costds 16,534 30,054 46,588 29,247
Charitable activities Totals 14,483 123,398 30,054 167,935 114,055
Governance costs
0110 - TRG and Governance 62 - - 62 -
Governance costs Totals 62 - - 62 -
Other resources used
0140 - Church 173 473 - 646 328
Other resources used Totals 173 473 - 646 328
Resources used Grand totals 14,724 123,871 30,054 168,649 114,383
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## **Monty's Community Hub** ## **Statement of Financial Activities** ## **For the period from 01 January 2022 to 31 December 2022** ||**Unrestricted**|**Designated**|**Restricted**|**Total**|**Prior year**| |---|---|---|---|---|---| ||**funds**|**funds**|**funds**|**funds**|**total funds**| |**Total income**|**15,749**|**114,406**|**-**|**130,155**|**152,755**| |**Total expenditure**|**14,724**|**123,871**|**30,054**|**168,649**|**114,383**| |**Net income / (expenditure) resources before transfer**|**1,025**|**(9,465)**|**(30,054)**|**(38,493)**|**38,372**| |**Transfers:**|||||| |Gross transfers between funds - in|1,519|31,605|10,054|43,177|94,471| |Gross transfers between funds - out|-|(43,177)|-|(43,177)|(94,471)| |**Other recognised gains / losses**|||||| |Gains/losses on investment assets|-|-|-|-|-| |Gains on revaluation,fixed assets,charity's own use|-|-|-|-|-| |**Net movement in funds**|**2,544**|**(21,037)**|**(20,000)**|**(38,493)**|**38,372**| |**Reconciliation of funds**|||||| |**Total funds brought forward**|**16,369**|**102,676**|**55,000**|**174,045**|**135,673**| |**Total funds carried forward**|**18,912**|**81,639**|**35,000**|**135,551**|**174,045**| |**Represented by**|||||| |Unrestricted|||||| |General fund|18,912|-|-|18,912|16,369| |Designated|||||| |Awards for all|-|-|-|-|3,045| |Church|-|2,570|-|2,570|2,216| |General Fund - Bike Hub|-|46,245|-|46,245|57,709| |Seedbed|-|1,436|-|1,436|1,436| |Staff Fund, Cummunity Hub|-|22,930|-|22,930|35,521| |Youth Development lottery|-|8,458|-|8,458|2,749| |Restricted|||||| |Pump Track|-|-|-|-|30,000| |Reserves|-|-|35,000|35,000|25,000| _**There may be minor discrepancies in the totals if the pence are not being shown**_ (25 October 2023 10:43 am) Page 1 of 1