## 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**
1
## 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:-
1. 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)
2. to advance education of children/young adults as trustees think fit in accordance with law of charity
3. 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.
2
## 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)
3
## 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
4
## 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.
5
## 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)
6
## 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.
7
## 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.
8
## 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.
9
## 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|
|---|---|---|---|---|
10