Bumble Bees Mixed Ability Rugby
FINANCIAL STATEMENTS
31 JULY 2021
Charity Number 1158351
BUMBLE BEES MIXED ABILITY RUGBY
FINANCIAL STATEMENTS
YEAR ENDED 31 JULY 2021
| CONTENTS | PAGE |
|---|---|
| Club information | 1 |
| Trustees’ annual report | 2 |
| Independent examiner's report to the trustees | 5 |
| Receipts and payments account | 6 |
| Statement of assets and liabilities | 8 |
| Notes to the financial statements | 9 |
BUMBLE BEES MIXED ABILITY RUGBY
CLUB INFORMATION
| Registered charity name | Bumble Bees Mixed Ability Rugby |
|---|---|
| Charity number | 1158351 |
| Principal address | Bradford & Bingley Sports Club |
| Wagon Lane | |
| Bingley | |
| West Yorkshire | |
| BD16 1LT | |
| Trustees | Hayley Collis (Resigned 31 July 2021) |
| Dr Jane E Nixon MBE | |
| Susan Bridel (Resigned 31 July 2021) | |
| Timothy A Harrison (Resigned 2 December 2021) | |
| Julie E Wilson (Resigned 2 December 2021) | |
| Michael T Harrison | |
| Ian Maurice Gill FCCA (appointed 1 August 2021) | |
| Mark Ellis (appointed 1 August 2021) | |
| Jean Hahn (appointed 1 August 2021, resigned 5 April 2022) | |
| Chair | Dr Jane E Nixon MBE |
| Secretary | Michael T Harrison |
| Treasurer | Ian Maurice Gill FCCA |
| Independent examiner | Andrea Kennedy BFP FCA FCCA ATT(Fellow) |
| Spenser Wilson Ltd | |
| Equitable House | |
| 55 Pellon Lane | |
| Halifax | |
| West Yorkshire | |
| HX1 5SP | |
| Bankers | National Westminster Bank |
| 143 Main Street | |
| Bingley | |
| West Yorkshire | |
| BD16 1YH | |
| Lloyds Bank | |
| P O Box 1000 | |
| Andover |
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BUMBLE BEES MIXED ABILITY RUGBY
TRUSTEES’ ANNUAL REPORT (continued)
YEAR ENDED 31 JULY 2021
The trustees present their report and the unaudited financial statements of the charity for the year ended 31 July 2021.
REFERENCE AND ADMINISTRATIVE DETAILS
Reference and administrative details are shown on page 1.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Bumble Bees Mixed Ability Rugby is a charitable incorporated organisation, Registered Charity No. 1158351, and is governed by its constitution.
Recruitment and appointment of trustees
Trustees are elected every three years by vote at an Annual General Meeting.
Trustee induction and training
Induction of Trustees is largely through informal discussion with new recruits. Trustees are supplied with an agreed policy defining the trustees' roles and responsibilities together with a copy of the constitution.
Risk management
The trustees have assessed the major risks to which the charity is exposed. Where appropriate, systems and/or procedures have been established to mitigate the risks the charity faces. Internal risks are minimised by the implementation of procedures for authorisation of all transactions and projects. Procedures are in place to ensure compliance with health and safety of members and volunteers.
OBJECTIVES AND ACTIVITIES
The principal activity of Bumble Bees Mixed Ability Rugby during the year has been to promote community participation in healthy recreation in West Yorkshire and beyond, in particular by the provision of facilities for the playing of rugby; also, the relief of disabled people resident in West Yorkshire and beyond by bringing people into contact with the sport.
DEVELOPMENT, ACTIVITIES AND ACHIEVEMENTS
Report from Hayley Collis, on behalf of the Trustees:
2020/21 has been a challenging year for many charities and sports clubs due to the pandemic and the Bumbles were no exception.
Our priority was the safeguarding of our players and we followed the government advice both as a charity and as a rugby club.
As mental health and wellbeing plays a huge part in what we do as a club/charity, we as a charity wanted to ensure our players and facilitators were looked out for and not isolated during lockdown.
Peer to peer support from the coaches and facilitators kept in touch via phone/text on at least a weekly basis with the players and each other with an encouragement to look after their health and wellbeing and to keep up their fitness where possible. All our facilitators and coaches are volunteers and as Chair of the charity, I can’t thank them enough for going above and beyond in this way. Our motto, “Bee a Hero” you certainly are.
As lockdown restrictions were eased, socially distanced weekly walks were introduced which helped to increase fitness levels back to training levels.
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BUMBLE BEES MIXED ABILITY RUGBY
TRUSTEES’ ANNUAL REPORT (continued)
YEAR ENDED 31 JULY 2021
DEVELOPMENT, ACTIVITIES AND ACHIEVEMENTS (continued)
In September 2020 the Bumbles players, coaches and supporters took part in the Yorkshire Three Peaks. All was organised with Covid safety in mind and additional funds were raised.
The World Cup to Cork has been postponed to June 2022. Now that restrictions are lifting, training and games are now being organised and recommenced.
As I step down from my position of Chair and being involved with the charity for over 6 years, I reflect on what, together, we have achieved and am incredibly proud.
The charity is in far healthier place with some sustainable income and reserves. We have skilled trustees now on board to help guide the charity and support the Bumbles rugby through the next chapter. We have a vibrant website and presence on social media and have gained additional support from the local community. We have up-to-date brochures and posters available for all and work alongside the Bumbles Rugby to achieve our objectives: RUGBY FOR ALL.
FINANCIAL REVIEW
The total excess of income over expenditure for the year was £9,727. Reserves at the end of the year were £17,823 to be used to help fund future activities.
RESERVES AND FUNDS
The trustees will be investing surplus reserves in projects that aim to increase the charity’s service to the community.
PUBLIC BENEFIT
The Trustees confirm that they have complied with their duty to have due regard for the Charity Commission’s general guidance on public benefit, ‘Charities and public benefit’.
PLANS FOR FUTURE PERIODS
The main priority for the Trustees is to promote the charity’s programmes and activities.
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BUMBLE BEES MIXED ABILITY RUGBY
TRUSTEES’ ANNUAL REPORT (continued)
YEAR ENDED 31 JULY 2021
RESPONSIBILITIES OF THE TRUSTEES
The charity's trustees are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and regulations.
The law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year. Under that law the trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). The trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charity and the income and expenditure of the charity for that period.
In preparing these financial statements, the trustees are required to:
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select suitable accounting policies and then apply them consistently;
-
observe the methods and principles in the Charities SORP;
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make judgements and accounting estimates that are reasonable and prudent;
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state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;
-
prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.
The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity’s transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011 and the Charity (Accounts and Reports) Regulations 2008. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
INDEPENDENT EXAMINER
Andrea Kennedy BFP FCA FCCA ATT(Fellow) has been re-appointed as independent examiner for the ensuing year.
Signed on behalf of the trustees
Wagon Lane Bingley West Yorkshire BD16 1LT
Dr Jane E Nixon MBE Trustee
14 May 2022
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BUMBLE BEES MIXED ABILITY RUGBY
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES
YEAR ENDED 31 JULY 2021
I report on the accounts of the charity for the year ended 31 July 2021 set out on pages 6 to 9.
RESPECTIVE RESPONSIBILITIES OF TRUSTEES AND INDEPENDENT EXAMINER
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act), and that an independent examination is needed.
It is my responsibility to:
-
examine the accounts under section 145 of the Charities Act;
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to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the Charities Act; and
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to state whether particular matters have come to my attention.
BASIS OF INDEPENDENT EXAMINER'S STATEMENT
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair’ view and the report is limited to those matters set out in the statement below.
INDEPENDENT EXAMINER'S STATEMENT
In connection with my examination, no material matters have come to my attention which give me cause to believe that in, any respect:
-
accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts do not accord with the accounting records.
I have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
ANDREA KENNEDY BFP FCA FCCA ATT(FELLOW)
Independent examiner
Equitable House 55 Pellon Lane Halifax West Yorkshire HX1 5SP
14 May 2022
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BUMBLE BEES MIXED ABILITY RUGBY
RECEIPTS AND PAYMENTS ACCOUNT
YEAR ENDED 31 JULY 2021
| 2021 | 2020 | |||
|---|---|---|---|---|
| £ |
£ |
£ |
£ | |
| FUNDRAISING AND EVENTS | ||||
| Donations | 1,026 | 812 | ||
| Grants | – | 12 | ||
| Sponsorship | 5,750 | 2,200 | ||
| Fundraising | – | – | ||
| _Less:_related costs | (20) | – | ||
| ------------------------------------ | ------------------------------------ | |||
| (20) | – | |||
| Welsh Tour | ||||
| Income | – | – | ||
| _Less:_related costs | – | – | ||
| ------------------------------------ | ------------------------------------ | |||
| – | – | |||
| Tour Irish | ||||
| Income | 4,387 | – | ||
| _Less:_related costs | – | – | ||
| ------------------------------------ | ------------------------------------ | |||
| 4,387 | – | |||
| Matchday | ||||
| Income | – | 400 | ||
| _Less:_related costs | (65) | (571) | ||
| ------------------------------------ | ------------------------------------ | |||
| (65) | (171) | |||
| New kit | ||||
| Income | – | – | ||
| _Less:_related costs | (1,028) | (952) | ||
| ------------------------------------ | ------------------------------------ | |||
| (1,028) | (952) | |||
| Prepaid 2020 tour | ||||
| Income | – | 9,181 | ||
| _Less:_related costs | – | (11,582) | ||
| ------------------------------------ | ------------------------------------ | |||
| – | (2,401) | |||
| Social events | ||||
| Income | – | 2,000 | ||
| _Less:_related costs | – | (128) | ||
| ------------------------------------ | ------------------------------------ | |||
| – | 1,872 | |||
| Registration fees | 357 | 190 | ||
| - - - --------------------------------- | ------------------------------- | |||
| Balance carried forward to page 7 | 10,407 | 1,562 |
The notes on page 9 form part of these financial statements.
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BUMBLE BEES MIXED ABILITY RUGBY
RECEIPTS AND PAYMENTS ACCOUNT (continued)
YEAR ENDED 31 JULY 2021
| 2021 | 2020 | ||||||
|---|---|---|---|---|---|---|---|
| Note | £ | £ |
£ | £ | |||
| Balance brought forward from page 6 | 10,407 | 1,562 | |||||
| OVERHEADS AND OTHER EXPENSES | |||||||
| Ground rent | – | 500 | |||||
| Pitch rent | – | – | |||||
| Advertising | 24 | 180 | |||||
| Subscriptions | 50 | 86 | |||||
| Tournament entry fees | – | – | |||||
| Sundry expenses | – | 108 | |||||
| Awards night/annual presentation dinner | – | – | |||||
| Admin | 216 | – | |||||
| Accountancy | 390 | 378 | |||||
| ----------------------------------- | ----------------------------------- | ||||||
| 680 | 1,252 | ||||||
| ---- ------------------------------- | ------------------------------- | ||||||
| SURPLUS FOR THE YEAR | 9,727 | 310 | |||||
| CASH FUNDS BROUGHT FORWARD | 8,096 | 7,786 | |||||
| -- --------------------------------- | -------------------------------- | ||||||
| CASH FUNDS CARRIED FORWARD | 1 | 17,823 | 8,096 | ||||
| ============================-==== | =============================== |
The notes on page 9 form part of these financial statements.
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BUMBLE BEES MIXED ABILITY RUGBY
STATEMENT OF ASSETS AND LIABILITIES
YEAR ENDED 31 JULY 2021
| 2021 | 2020 | ||
|---|---|---|---|
| Note | £ | £ | |
| CURRENT ASSETS | |||
| Cash at bank and in hand | 17,823 | 8,096 | |
| ------------------------------------ | ------------------------------------ | ||
| NET ASSETS | 17,823 | 8,096 | |
| ==================================== | ==================================== | ||
| RESERVES | |||
| Unrestricted income funds | 1 | 17,823 | 8,096 |
| ------------------------------------ | ------------------------------------ | ||
| TOTAL FUNDS | 17,823 | 8,096 | |
| ==================================== | ==================================== |
These financial statements were approved by the trustees on 14 May 2022 and are signed on their behalf by:
Dr Jane E Nixon MBE Trustee
The notes on page 9 form part of these financial statements.
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BUMBLE BEES MIXED ABILITY RUGBY
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 JULY 2021
1. UNRESTRICTED FUNDS
| Balance at | Incoming | Outgoing | Balance at | |||
|---|---|---|---|---|---|---|
| 1 | August 2020 | resources | resources | Transfers | 31 July 2021 | |
| £ | £ | £ | £ | £ | ||
| General Funds | 8,096 | 11,520 | (1,793) | – | 17,823 | |
| ------------------------------------ | ------------------------------------ | ------------------------------------ | ------------------------------- | ------------------------------------ | ||
| 8,096 | 11,520 | (1,793) | – | 17,823 | ||
| ==================================== | ==================================== | ==================================== | =============================== | ==================================== |
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