## Batley Sporting Foundation CIO
Charity number 1158990
## Annual Report and Financial Statements
for the year ended 31 October 2025
## Batley Sporting Foundation CIO
Annual Report and Financial Statements for the year ended 31 October 2025
|**Contents**|**Page**|
|---|---|
|Trustees' report|2 to 4|
|Examiner's report|5|
|Statement of financial activities|6|
|Balance sheet|7|
|Notes to the accounts|8 to 11|
**Prepared by West Yorkshire Community Accountancy Service CIO**
1
## Batley Sporting Foundation CIO
## Trustees' report for the year ended 31 October 2025
## **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**
**Position Dates** Treasurer Appointed 4 November 2025 1158990 Registered in England and Wales
Kathryn Lofthouse Catherine Hinchcliffe Gordon Lofthouse Haley Slater Wells Andrew Winner Susan Winner Paul Lofthouse
**Charity number** 1158990 **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, It subsequently became a Charitable Incorporated Organisation (CIO) foundation on 10 February 2021 , 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.
2
## Batley Sporting Foundation CIO
## Trustees' report (continued) for the year ended 31 October 2025
## **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.
## **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, wider use of the gym with support from a variety of grants.
The Glow project still provides support for the young adults in an area where there is no provision for them when they pass 18. The project continues to thrive and is making a difference to the lives of these young adults.
Kirklees College are continuing to access the gym and developing their skills both physical and mental wellbeing. Students feel it is the best lesson of the week.
Our newest project is the development of the wheelchair rugby team. This has been supported with the Grassroots Sports funding and the Batley and Birstall Community Trust. Wheelchair rugby is for all young people and adults both with or without a disability. This was their first year and the sport is thriving.
3
## Batley Sporting Foundation CIO
## Trustees' report (continued) for the year ended 31 October 2025
## **Financial review**
The net income for the year was £10,154, including net income of £14,267 on unrestricted funds and net expenditure of £4,113 on restricted funds after transfers.
## **Reserves policy**
The charity's free reserves, excluding fixed assets, at the year end were £13,958.
The trustees aim to keep between £3,500 and £4,000 as a reserve amount. We are aware that reserves have increased to considerably above the higher end of this range, and we are working on a number of new activities, whilst continuing to develop the wheelchair rugby team. The trustees will keep the reserves policy under review to cover changing needs and circumstances.
Unrestricted reserves are held to support and cover areas of our projects in the event of funding delays and to maintain the charity's running costs including 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 29/6/2026
Andrew Winner (Trustee)
4
## 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 2025, which are set out on pages 6 to 11.
## **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
2/7/2026
## **West Yorkshire Community Accountancy Service CIO**
Stringer House 34 Lupton Street Leeds LS10 2QW
5
## Batley Sporting Foundation CIO
## Statement of Financial Activities
## (including summary income and expenditure account) for the year ended 31 October 2025
|Notes
2025
Unrestricted
funds
£
**Income from:**
Grants and donations
(2)
15,911
Sponsorship
-
Events and contributions
3,370
Fundraising income
-
**Total income**
19,281
**Expenditure on:**
Service delivery costs
5,238
Events and activities
41
Sports equipment
38
Books for issue
326
Hire of facilities
800
Sportswear
-
Minor equipment
105
Insurance
226
Printing and stationery
-
Publicity costs
-
Telephone and internet
1,583
Independent examination
134
Consultancy
-
Depreciation
3,294
Repairs and maintenance
-
Repayment of grants
-
**Total expenditure**
11,785
**Net income / (expenditure)**
7,496
**Transfers between funds**
6,771
**Net movement in funds**
14,267
**Fund balances brought forward**
9,584
**Fund balances carried forward**
(3)
23,851|2025
Restricted
funds
£
57,228
1,736
120
4,582
63,666
45,426
3,489
1,421
139
3,842
1,361
3,195
1,290
25
35
-
526
259
-
-
-
61,008
2,658
(6,771)
(4,113)
39,050
34,937|2025
Total
funds
£
73,139
1,736
3,490
4,582
82,947
50,664
3,530
1,459
465
4,642
1,361
3,300
1,516
25
35
1,583
660
259
3,294
-
-
72,793
10,154
-
10,154
48,634
58,788|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|
|---|---|---|---|
All incoming resources and resources expended derive from continuing activities.
6
## Batley Sporting Foundation CIO
## Balance sheet
|as at 31 October 2025
2025
Unrestricted
£
**Fixed assets**
Tangible assets
(4)
9,893
**Total fixed assets**
9,893
**Current assets**
Prepayments
826
Cash at bank
13,792
**Total current assets**
14,618
**Current liabilities:**
**amounts falling due within one year**
Accruals
660
**Total current liabilities**
660
**Net current assets / (liabilities)**
13,958
**Net assets**
23,851
**Funds**
Unrestricted funds
23,851
Restricted funds
-
**Total funds**
23,851|2025
Restricted
£
-
-
-
34,937
34,937
-
-
34,937
34,937
-
34,937
34,937|2025
Total
£
9,893
9,893
826
48,729
49,555
660
660
48,895
58,788
23,851
34,937
58,788|2024
Total
£
6,416
6,416
788
42,090
42,878
660
660
42,218
48,634
9,584
39,050
48,634|
|---|---|---|---|
The financial statements were approved by the board of trustees on 29/6/2026
Andrew Winner (Trustee)
7
## Batley Sporting Foundation CIO
## Notes to the accounts
## for the year ended 31 October 2025
## **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.
8
## Batley Sporting Foundation CIO
## Notes to the accounts continued
## for the year ended 31 October 2025
|**2 Grants and donations**
Batley and Birstall Community Fund
Fox's Biscuits
Garfield Weston
Grassroots Sports
Kirklees MBC
One Community
Postcode Lottery
Asda
Danny Jones Defibrillator Fund
Hillards
National Lottery Community Fund
Sir George Martin Trust
Sport England
SWY Partnership NHS Trust
Third Sector Leaders
Wellsprings Together
Yorkshire Sporting Foundation
Other donations
**3 Restricted funds**
Balance b/f
£
Healthy Holiday Club
380
Garden project
-
Wheelchair rugby
2,806
Glow project
8,395
National Lottery Awards for All
15,725
Sport England
7,905
Asda - Christmas dinner
400
National Lottery Heritage
397
PPG Industries
3,042
Garfield Weston
-
Postcode Lottery
-
39,050|2025
Unrestricted
funds
£
-
11,000
-
-
-
3,000
-
-
-
-
-
-
-
-
-
-
-
1,911
15,911
Incoming
£
11,468
250
9,806
2,234
-
-
-
3,158
-
15,000
21,750
63,666|2025
Restricted
funds
£
250
-
15,000
4,000
11,468
-
21,750
-
-
-
-
-
-
-
-
-
4,760
57,228
Outgoing
£
10,884
250
6,231
6,290
13,727
4,592
400
1,896
315
13,175
3,248
61,008|2025
Total
funds
£
250
11,000
15,000
4,000
11,468
3,000
21,750
-
-
-
-
-
-
-
-
-
6,671
73,139
Transfers
£
-
-
(3,290)
-
(1,998)
(1,483)
-
-
-
-
-
(6,771)|2024
Total
funds
£
4,200
11,200
-
-
10,140
4,560
-
1,100
552
990
19,949
3,000
10,449
2,000
1,980
2,940
500
12,981
86,541
Balance c/f
£
964
-
3,091
4,339
-
1,830
-
1,659
2,727
1,825
18,502
34,937|
|---|---|---|---|---|
9
Notes to the accounts continued
## Batley Sporting Foundation CIO
for the year ended 31 October 2025
## **3 Restricted funds (continued)**
**Fund name**
Healthy Holiday Club Garden project Wheelchair rugby
Glow project National Lottery Awards for All
Sport England
Asda - Christmas dinner National Lottery Heritage PPG Industries Garfield Weston Postcode Lottery
## **Purpose of restriction**
Funds to provide activities in school holidays. Support for the allotment.
For support and equipment for wheelchair rugby. The transfer comprises equipment capitalised in the accounts for the general use of the charity. Support groups for young adults with additional needs. Support for physical and mental wellbeing. The transfer comprises equipment capitalised in the accounts for the general use of the charity. General fund to support other projects. The transfer comprises equipment capitalised in the accounts for the general use of the charity. Towards costs of Christmas dinner 2024. To continue the Heritage project.
Funds to upgrade and refurbish a telephone box within the town centre. Support for all areas of the charity's projects. Support for all areas of the charity's projects.
|**Tangible assets**
**Cost**
At 1 November 2024
Additions
At 31 October 2025
**Depreciation**
At 1 November 2024
Charge for year
At 31 October 2025
**Net book value**
At 31 October 2025
At 31 October 2024|£
9,694
6,771
16,465
3,278
3,294
6,572
9,893
6,416
Fixtures,
fitttings and
i
t|Total
£
9,694
6,771
16,465
3,278
3,294
6,572
9,893
6,416|
|---|---|---|
## **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.
10
## 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 2025
|2025
2024
Unrestricted Unrestricted
funds
funds
£
£
**Income**
Grants and donations
15,911
5,422
Sponsorship
-
-
Events and contributions
3,370
6,340
Fundraising income
-
1,183
**Total income**
19,281
12,945
**Expenditure**
Service delivery costs
5,238
11,339
Events and activities
41
328
Sports equipment
38
14
Books for issue
326
260
Hire of facilities
800
463
Sportswear
-
223
Minor equipment
105
468
Insurance
226
495
Printing and stationery
-
65
Publicity costs
-
63
Telephone and internet
1,583
-
Independent examination
134
660
Consultancy
-
-
Depreciation
3,294
1,939
Repairs and maintenance
-
599
Repayment of grants
-
-
**Total expenditure**
11,785
16,916
**Net income / (expenditure)**
7,496
(3,971)
**Transfers between funds**
6,771
2,998
**Net movement in funds**
14,267
(973)
**Fund balances brought forward**
9,584
10,557
**Fund balances carried forward**
23,851
9,584|2025
Restricted
funds
£
57,228
1,736
120
4,582
63,666
45,426
3,489
1,421
139
3,842
1,361
3,195
1,290
25
35
-
526
259
-
-
-
61,008
2,658
(6,771)
(4,113)
39,050
34,937|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|2025
Total
funds
£
73,139
1,736
3,490
4,582
82,947
50,664
3,530
1,459
465
4,642
1,361
3,300
1,516
25
35
1,583
660
259
3,294
-
-
72,793
10,154
-
10,154
48,634
58,788|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|
|---|---|---|---|---|
11