2024-10-31-accounts - Batley Sporting Foundation CIO

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Batley Sporting Foundation CIO

Charity number 1158990

Annual Report and Financial Statements

for the year ended 31 October 2024

Batley Sporting Foundation CIO

Annual Report and Financial Statements for the year ended 31 October 2024

Contents	Page
Trustees' report	2 to 3
Examiner's report	4
Statement of financial activities	5
Balance sheet	6
Notes to the accounts	7 to 10

Prepared by West Yorkshire Community Accountancy Service CIO

Batley Sporting Foundation CIO

Trustees' report for the year ended 31 October 2024

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 Andrew Winner Chair Kathryn Lofthouse Treasurer Catherine Hinchcliffe Gordon Lofthouse Haley Slater Wells Susan Winner Charity number 1158990 Registered in England and Wales Registered and principal address Bankers 8 Priory Way NatWest Mirfield 10 Yorkshire Street WF14 9QP Oldham OL1 1QT

Independent examiner

Alan Dodd FCCA West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity was created by way of a trust deed executed in February 2014 and subsequently incorporated as a company limited by guarantee (company no. 09211923), known as Batley Sporting Charitable Trust, in September 2014. On 10 February 2021, the charitable company was converted to a Charitable Incorporated Organisation (CIO) foundation in its current name, 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.

Objectives and activities

The charity's objects

For the benefit of the public generally and in particular the inhabitants of West Yorkshire and its surrounding areas:-

to promote community participation in healthy recreation by providing facilities for playing rugby league and other sports capable of improving health ("facilities" means land, buildings equipment and organising sporting activities)
to advance education of children/young adults as trustees think fit in accordance with law of charity
to provide facilities for sport, recreation and leisure for persons who need such facilities due to their youth, age, disability, poverty or social and economic circumstances or for the public at large in the interests of social welfare and with the object of improving their conditions of life.

Batley Sporting Foundation CIO

Trustees' report (continued) for the year ended 31 October 2024

Objectives and activities (continued)

The charity's main activities

The charity works in partnership with the Batley Bulldogs RLFC to deliver projects in the heart of the Batley community and surrounding Kirklees area harnessing the power of sport and physical activity to make a lasting and positive impact on the lives of individuals. We deliver projects under the principles of sport, health, education and community engagement.

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 advancement of education and of amateur sport.

Achievements and performance

Our projects still include Schools, Holiday Camp, Gym, Asda funding, Third Sector Leaders support.

New Projects

Glow - A weekly wellbeing support group for young adults with special educational needs and or/neurodiverse. We provide a safe place to socialise, meet new people and make friends as well as aiming to improve mental & emotional well being.

Awards For All - Weekly sessions supporting mental & wellbeing of children, young people & adults. These sessions are delivered at our community gym within the community settings including schools and college.

Kirklees College - Weekly emotional & physical wellbeing sessions for special educational needs young people

All the activities and groups we provide benefit all the children, young people and adults that attend any of our sessions. They are able to attend in a safe and stimulating environment. Sessions are tailored to individual need and support is given appropriately

Financial review

The net income for the year was £20,069, including net expenditure of £973 on unrestricted funds and net income of £21,042 on restricted funds after transfers.

Reserves policy

The charity's free reserves, excluding fixed assets, at the year end were £3,168.

The trustees aim to keep between £5,000 and £9,000 as a reserve amount. We are aware that reserves fell below the lower end of this range, and work has already been undertaken to increase free reserves accordingly.

Unrestricted reserves are held to support and cover areas of our projects that may have delays in when money is available. This could be for service delivery; unexpected expenditure in the event of an emergency; situations where expenditure has to be incurred before funding has arrived.

Approved by the board of trustees on 9/6/2025

Andrew Winner (Trustee)

Batley Sporting Foundation CIO

Independent examiner's report to the trustees of Batley Sporting

Foundation CIO

I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 October 2024, which are set out on pages 5 to 10.

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

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.

Alan Dodd FCCA

11/6/2025

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Batley Sporting Foundation CIO

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 October 2024

Notes 2024 Unrestricted funds £ Income from: Grants and donations (2) 5,422 Sponsorship - Events and contributions 6,340 Fundraising income 1,183 Total income 12,945 Expenditure on: Service delivery costs 11,339 Events and activities 328 Sports equipment 14 Books for issue 260 Hire of facilities 463 Sportswear 223 Minor equipment 468 Insurance 495 Printing and stationery 65 Publicity costs 63 Telephone and internet - Independent examination 660 Consultancy - Fundraising costs - Depreciation 1,939 Repairs and maintenance 599 Repayment of grants - Total expenditure 16,916 Net income / (expenditure) (3,971) Transfers between funds 2,998 Net movement in funds (973) Fund balances brought forward 10,557 Fund balances carried forward (3) 9,584	2024 Restricted funds £ 81,119 1,100 1,140 500 83,859 32,734 6,003 5,525 975 964 490 3,277 958 - 297 1,514 - - - - 3,082 4,000 59,819 24,040 (2,998) 21,042 18,008 39,050	2024 Total funds £ 86,541 1,100 7,480 1,683 96,804 44,073 6,331 5,539 1,235 1,427 713 3,745 1,453 65 360 1,514 660 - - 1,939 3,681 4,000 76,735 20,069 - 20,069 28,565 48,634	2023 Total funds £ 53,533 1,061 6,597 5,970 67,161 62,009 3,834 652 460 4,623 3,297 3,459 1,352 - 2,171 1,128 660 408 2,220 1,339 154 - 87,766 (20,605) - (20,605) 49,170 28,565

All incoming resources and resources expended derive from continuing activities.

Batley Sporting Foundation CIO

Balance sheet

as at 31 October 2024 2024 Unrestricted £ Fixed assets Tangible assets (4) 6,416 Total fixed assets 6,416 Current assets Prepayments - Cash at bank 3,828 Total current assets 3,828 Current liabilities: amounts falling due within one year Accruals 660 Total current liabilities 660 Net current assets / (liabilities) 3,168 Net assets 9,584 Funds Unrestricted funds 9,584 Restricted funds - Total funds 9,584	2024 Restricted £ - - 788 38,262 39,050 - - 39,050 39,050 - 39,050 39,050	2024 Total £ 6,416 6,416 788 42,090 42,878 660 660 42,218 48,634 9,584 39,050 48,634	2023 Total £ 5,357 5,357 753 23,115 23,868 660 660 23,208 28,565 10,557 18,008 28,565

The financial statements were approved by the board of trustees on 9/6/2025

Andrew Winner (Trustee)

Batley Sporting Foundation CIO

Notes to the accounts

for the year ended 31 October 2024

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.

Tangible fixed assets

Tangible fixed assets costing more than £1,000 are capitalised and included at cost including any incidental expenses of acquisition. Gifted assets are shown at the value to the charity on receipt. Depreciation is provided on all tangible fixed assets at rates calculated to write off the cost on a straight line basis over their expected useful economic lives as follows: Fixtures, fittings and equipment: over 5 years

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.

Batley Sporting Foundation CIO

Notes to the accounts continued

for the year ended 31 October 2024

2 Grants and donations Asda Batley and Birstall Community Fund Danny Jones Defibrillator Fund Fox's Biscuits Hillards Kirklees MBC National Lottery Community Fund One Community Sir George Martin Trust Sport England SWY Partnership NHS Trust Third Sector Leaders Wellsprings Together Yorkshire Sporting Foundation Asian Sports Foundation Foyle Foundation Other donations 3 Restricted funds Balance b/f £ Fox's Biscuits - National Lottery Heritage 1,748 Healthy Holiday Club 796 Kirklees - Wellness project 3,272 Third Sector Leaders 1,090 One Community - Wellness - Foyle Foundation 1,700 Wheelchair rugby 330 PPG Industries 3,349 Asian Sports Foundation 4,000 One Community - Toy Drive - Wellsprings Together - Sir George Martin Trust - Glow project - National Lottery Awards for All - Sport England - Asda - Christmas dinner - Batley and Birstall Community 1,723 18,008	2024 Unrestricted funds £ 700 - - - 990 - - - - - - - - - - - 3,732 5,422 Incoming £ 11,200 1,140 10,140 - - 1,980 - 7,426 - - 4,560 2,940 3,000 10,675 19,949 10,449 400 - 83,859	2024 Restricted funds £ 400 4,200 552 11,200 - 10,140 19,949 4,560 3,000 10,449 2,000 1,980 2,940 500 - - 9,249 81,119 Outgoing £ 11,200 2,491 10,556 3,272 1,090 1,980 1,700 4,950 307 4,000 4,560 2,940 3,000 2,280 3,125 645 - 1,723 59,819	2024 Total funds £ 1,100 4,200 552 11,200 990 10,140 19,949 4,560 3,000 10,449 2,000 1,980 2,940 500 - - 12,981 86,541 Transfers £ - - - - - - - - - - - - - - (1,099) (1,899) - - (2,998)	2023 Total funds £ 625 1,723 - 11,200 - 19,443 - 1,990 - - - 1,123 - - 4,000 7,500 5,929 53,533 Balance c/f £ - 397 380 - - - - 2,806 3,042 - - - - 8,395 15,725 7,905 400 - 39,050

Fund name

Purpose of restriction

Fox's Biscuits Funding to offer activities within the community, activities on matchdays and help with the running of the gym.

National Lottery Heritage

To continue the Heritage project.

Batley Sporting Foundation CIO

Notes to the accounts continued

for the year ended 31 October 2024

3 Restricted funds (continued) Fund name

Healthy Holiday Club Kirklees - Wellness project Third Sector Leaders One Community - Wellness Foyle Foundation Wheelchair rugby PPG Industries Asian Sports Foundation

One Community - Toy Drive Wellsprings Together Sir George Martin Trust Glow project National Lottery Awards for All

Sport England

Asda - Christmas dinner Batley and Birstall Community

Purpose of restriction

Funds to provide activities in school holidays. To support wellness within the community. To provide equipment and service delivery costs. To support memories and walking groups. Funds for service delivery workers. For support and equipment for wheelchair rugby. Funds to upgrade and refurbish a telephone box within the town centre. To engage with community members to develop positive relationships - funds returned to the funder as project not delivered.

To provide toys for children. Professional support for writing bids. To replace windows in the gym. Support groups for young adults with additional needs. Support for physical and mental wellbeing. Transfers comprise assets capitalised for the general use of the charity General fund to support other projects. Transfers comprise assets capitalised for the general use of the charity Towards costs of Christmas dinner 2024. Towards refurbishment of the gym.

Tangible assets Cost At 1 November 2023 Additions Disposals At 31 October 2024 Depreciation At 1 November 2023 Depn reversed re. disposals Charge for year At 31 October 2024 Net book value At 31 October 2024 At 31 October 2023	£ 6,696 2,998 - 9,694 1,339 - 1,939 3,278 6,416 5,357 Fixtures, fitttings and i t	Total £ 6,696 2,998 - 9,694 1,339 - 1,939 3,278 6,416 5,357

4 Tangible assets

5 Related party transactions

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.

Batley Sporting Foundation CIO

Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 October 2024

2024 2023 Unrestricted Unrestricted funds funds £ £ Income Grants and donations 5,422 4,783 Sponsorship - 1,061 Events and contributions 6,340 6,597 Fundraising income 1,183 2,314 Total income 12,945 14,755 Expenditure Service delivery costs 11,339 8,263 Events and activities 328 119 Sports equipment 14 - Books for issue 260 - Hire of facilities 463 4,152 Sportswear 223 428 Minor equipment 468 379 Insurance 495 - Printing and stationery 65 - Publicity costs 63 1,132 Telephone and internet - 1,128 Independent examination 660 660 Consultancy - - Fundraising costs - 2,220 Depreciation 1,939 1,339 Repairs and maintenance 599 70 Repayment of grants - - Total expenditure 16,916 19,890 Net income / (expenditure) (3,971) (5,135) Transfers between funds 2,998 6,696 Net movement in funds (973) 1,561 Fund balances brought forward 10,557 8,996 Fund balances carried forward 9,584 10,557	2024 Restricted funds £ 81,119 1,100 1,140 500 83,859 32,734 6,003 5,525 975 964 490 3,277 958 - 297 1,514 - - - - 3,082 4,000 59,819 24,040 (2,998) 21,042 18,008 39,050	2023 Restricted funds £ 48,750 - - 3,656 52,406 53,746 3,715 652 460 471 2,869 3,080 1,352 - 1,039 - - 408 - - 84 67,876 (15,470) (6,696) (22,166) 40,174 18,008	2024 Total funds £ 86,541 1,100 7,480 1,683 96,804 44,073 6,331 5,539 1,235 1,427 713 3,745 1,453 65 360 1,514 660 - - 1,939 3,681 4,000 76,735 20,069 - 20,069 28,565 48,634	2023 Total funds £ 53,533 1,061 6,597 5,970 67,161 62,009 3,834 652 460 4,623 3,297 3,459 1,352 - 2,171 1,128 660 408 2,220 1,339 154 - 87,766 (20,605) - (20,605) 49,170 28,565