Company Number: 07990661 (England and Wales)
Reglstered Charity Number: 1171973
UPTON AND NORTH ELMSALL COMMUNITY FORUM
REPORT AND ACCOUNTS
YEAR ENDED 31 MARCH 2025

UPTON AND NORTH ELMSALL COMMUNITY FORUM
REPORT AND ACCOUNTS
YEAR ENDED 31 MARCH 2025
CONTENTS
Page
Lagal and Administralive Informatlon
Trustees. Report
Independent Examlnerfs Report
statem8nt of Financial Actlvities
Balance Sheet
Notes to the Financial Statements
10-14

UPTON AND NORTH ELMSALL COMMUNrrY FORUM
LEGAL AND ADMINISTRATIVE INFORMATION
YEAR ENDED 31 MARCH 2025
Full Name:
Upton and North Elmsall Community Forum
Reglstered Charty Number:
1171973
Regl8t•rod Company Number:
07990661
Date of Incorporatlon:
14 Marth 2012
Reglster•d office:
Upton Community Library & Learning Centre
Waggon Lane
Upton
Pontefract
West Yorkshlre
WF9 1JS
Directorsrrrustse$:
S M Pallett
A Miles
S M Hodson
E Bradbury
L Pallett
Bankers:
Virgln Money
81 Carlton Street
Castleford
WFIO 1BW
Independent Examlner:
Christopher Stones
Community Accountant
Bamsley CVS
23 Queens Road
Bamsley
S711AN

UPTON AND NORTH ELMSALL COPIIMUNrrY FORUM
TRUSTEES. REPORT
YEAR ENDED 31 MARCH 2026
The Trustees, who are atso the Directors of the charltable company for the purpose of company
law, submlt thelr annual report and financial statements for the year ending 31st March 2025.
Structurn governanc• and managemant
Upton and North Elmsall Communty FONM Is a re9lst8red tharity and 8 company, limited by
guarantee, govern8d by Its Artldes of Association, dated March 2012, most r8C8ntly amended
February 2017. The ￿rnpanY has no share capital arKI the liability of each member in the event
of windlng up is limited to a sum nol exceedlng £1. The Trustees are responsible for the
management of the affairs of the company, for whlch purpose they may exercise all powers of
the company.
The company was reglstered as a Gharity wlth the Charity Commission on 9th March 2017
Appolntmgnt of Trustees
Members are admltted at Ihe invltation of the Twslees. upon admisslon as a member of Ihe
charity, a person shall be also appolnted as a Trustee. The Board of Trustses must comprlse of
at leasl three persons.
Trustees who served durlng the year, and to the date of signing this report, are Ilsted on page 3.
Trusteo Induction & Training
Each new trustee Is glven a copy of Ihe constitution and the latest trust88's annual report and
accounts. on or before appointmenL New trustees are glven a full Induction to the organi58tlon
whlch Includes hlslory. organisational structure, ethos, funding streams and policies & procedures.
Relat￿ partles
Related paty transactions are detalled on page 12 of this report. Th6 trustees conslder that
there are no other related parties to the charity.
Rlsk manag•ment
The truste&s have ultimate responsibility for [den￿tying and managlng risk. The main risk to the
organlsalSon is the loss of funding to continue tho operational wnnlng of the charlty. The
financial position and level of reserves is revlewed at each monthly trustees me8ting and fundlng
applications are ongoing. For other areas the charity h8s a risk management policy whlch is
reviewed regularly by the trustees.
Charltablo Objects
The c%)mpan￿S objects are to further or ber￿rrt the residents of the Parish of Upton & North
Elmsall and the neighbourhood, without distinction of sex, sexual ori6ntation, race or of political,
religious or other oplnions by assoclating together Ihe said resldents and the local authorlties,
volunlary and other organlsatlons in a common effort to advance education and to provide
facilities in the interests of social we￿are for recreation leisure Ilme occupation with the objective
of improving the conditions of lrfe for tha residents.
Publlc Benefft
In shaping the objectives for the year Ihe trustees have paid due regard to the public benefit
guidance published by the Charlty Commlsslon.

UPTON AND NORTH ELMSALL COMMUNITY FORUM
TRUSTEES, REPORT contlnued
YEAR ENDED 31 MARCH 2025
overvi￿ of tho Yftar
The airns of the Charmy are simple, lo enable local community groups to work together, wlth one
objeclive, the benefit of the entire communlty, and to help and encourage this alm..
The UNEF Library and Community Hub has been at the heart of our community for over ten years.
Since 2014, when Wakefield Council was forced lo close all local libraries due to financial
pressures, UNEF has taken on full fesponslbllty for running thls much-needed facility. We are
proLKI to have sustained and grown this hub as a volunteer-led organisatlon. ensuring that Mtal
services remain avallable in our area.
Actlvities undèrtaken for th• publlc benoflt
The hub provides a wide range of seNices and aclivities that benefil all age groups within our
community, including:
A thriving youth club wilh over 80 young people attending weekly sesslons.
A library servlce offerfng book lending for bolh adults and chlklren.
Affordable access to photocopylng, printing. computer use and free WiFi.
Popular o)mmunity groups such as ¢raft sessions, a walking group, guitar lessons and
coffee momings.
Regular events including children's Christmas acttvities. senior citizens, Chrislmas
parties and communlty socSal evenings as our pie and pea suppers with bingo and
rafflés.
NHS use of faclllties, communty garden projects and volunteering opportunilies.
A welcoming café offerlng drinks and snacks, alongside free car paring for visitors.
Essential signposting, adv1￿ and guidance to local services and organisations.
These services are not only well used but are vital in supporting one of the mosl deprived areas
of Wakefield. The hub provides a safe, accesslble and welcomlng envlronment where people
can learn, connect and thrive.
The charlty's policy on reserves
ReseNes are needed to meet the working capital requirements of the charfty and to ensure that
the tharity is able to meet all ststutory obllgations if funding is abrupuy altered or in Ihe event of
winding up. The trustees aim to keep a level of reserves equivalent to 3 months running costs.
At Ihe year end, the total resep￿s. represented by unrestricted funds, stand at £37,869 which
exceeds the minimum agreed policy (2024". £38,039). Reserves are high due to unrestricted
support grants during the pandem1& These will enable the Charity to slay open and build up it's
income lev81s during the nexl financial year.
Statement of trusts¢s' responslblllties
Company law requires trustees to prepare financial statements for each financial year,
which give a true and fair view of the stste of affairs of Ihe company at the end of the year and
of the surplus or deficiency for the year then ended.
In p￿Paring those financial statements, the trustees are required to: select suitable accountlng
policies and then apply thern on a consistent basls, making judgements and estirnates that are
prudent and reasonable. The trustees must also prepare the financial statements on the going
concern basis unless il is inappropriate to presume that the company will continue in business.
The trustees are responsible for keeping proper accountlng records which disclose. with
reasonable accuracy at any Ilme, the financlal posltlon of the company, and enabFe them to
ensure that the financial statements comply with the Companies Act 2006 and the Statement of
Recommended Practi￿, Accounting and Reporting by Charlties {SORP 2019). The trustees

UPTON AND NORTH ELMSALL COMMUNITY FORUM
TRUSTEES, REPORT contlnu•d
YEAR ENDED 31 MARCH 2025
are also responslble for safeguarding the assets of Ihe charny and hence for tsking reasonable
steps for Ihe prevention and detectlon of fraud or other Irregularities.
Exomptions
The directors have taken advantsge of the exemptlons avallable to small comp8nles, induding
the audlt exemptlon.
Flnancial Posltlon
The financial statements are set out in pages 8 to 14. The Statement of Financlal Activltles
shows a surplus for the year of £5.292 (2024: deficit of £6,475). The totsl funds at the year-end
stsnd at £51,419 (2024: £48,127). The trustees consider the financial performance of the
cornpany durfng the year and Its flnancial position at the end of the year to be satlsfactory.
Small company provisions:
This report has been prepared in accordance with the speclal provisions for small companles
under Part 15 of thé Companies Act 2006.
The trustees declare that they have approved the report above.
Signed on behalf of the Board of Trustees:
Signed:
Date: 16th December 2025
A Miles, Trusteel Director

REPORT OF THE INDEPENDENT EXAMINER TO THE TRLISTEES OF
UPTON AND NORTH ELMSALL COMMUNITY FORUM
YEAR ENDED 31 MARCH 2025
I report on the accounts of the charity. which are set out on pages 8 to 14.
Rospo¢tiv• r•sponsibllities of tntsteos and examlnèr
The trustees (who are also the directors of the company for the purposes of cornpany law) are
responsible for the prepaiation of the accounts. The charitys trustees (x)nsider Ihat an audit is
not requlred for thls year under sectlon 144 of the Charities Act 2011 {the Charities Act) and that
an irKlependent examination is ne8ded.
It is my responslbllty to:
examlne the accounts under section 145 of the Charities ACL
to follow the procedures laid down in the general Directions given by the Charity
Commission (under section 145(5)(b) of the Charities ACL and
to state whether particular matters have come to my attention.
Basls of independent examlnevs report
My examination was carried oul in accordance with general Directions given by the Charity
Commission. An examination indudes a review ol the accounting records kept by the charity
and a comparison of the accounts presented with those records. It also indudes consideratl¢)n
of any unusual Items or disclosures in the accounts. and seeklng explanations from the trustees
conceming any such malters. The procedures undertaken do not pro￿ld8 all the evldence that
woukj be required in an audit, and consequently no opinion is given as to whelher the accounts
present a Irue and fairf view and the report is limited to those matters set oul in the ststement
below.
Independent examinerfs statement
In connection with my examinatFon. no material matters have come to my attenlion which gives
me cause to believe that in, any material respecl:
• accounting records were not kept in accordance with section 386 of the Companies Act 2006; or
. the accounts do not accord with such records; or
. the accounts do not comply with relevant accountlng requlrem8nts under section 396 of the
Companies Act 2006 other than any requirement that the accounts give a 'true and fairf wew
which is not a matter considered as part of an ind8pendent examinatlon: or
• the accounts have not been prepared in accordance with the Charities SORP {FRS102>.
I have come across no other matters in connection with the examination to which attention
should be drath￿ in this report in order to enable a proper understanding of the accounts to be
reached.
&gned
Date: 16th December 2025
Christopher Stones
Community Accountant
Bamsley CVS
23 Queens Road
Bamsley
S711AN

UPTON AND NORTH ELMSALL COMMUNITY FORUM
STATEMEKf OF FINANCIAL ACTivmES
(In¢orporatlng an Income & Expendltur• A￿Ount)
FOR THE YEAR ENDED 31 MARCH 2025
2024
Unreslrfcled D￿l￿ated Restrtctsd
Funds
Funds
Funds
Total
Funds
Funds
Income
Grants & t)onations
Room Ifire
Llbrary SeNI
Catering
IrL¥)me
74
2.700
193
11.793
12
1&814
15.888
11.793
12
10,220
18
T¢)tal Incomlng Ro8OUf¢eS
14772
15,814
13,207
Ex￿ndIture
Utllltbs
Insurance
Repairs & Mainlen
Equlpment
Office Suppll&s, Refreshmats, Pflnling &
IT, Intemet & Sofiware
Subscriptiorts & LIC￿CeS
Library Resources
Activttles & ProieL*s
Café Supplies
AcLountancy Fee
Bank Charges
Depreciation
VoluNeer Expenses
5,567
1.710
2,165
1000
8567
1,710
2,165
8,430
1.632
401
1221
528
1,077
231
757
1,153
601
251
2Th4
251
391
1,638
n5
144
4,575
1.638
T25
144
1,155
250
2.618
71Xt
176
1.388
400
1.155
250
25
Tpl•l Exp•Nlllur•
14942
1.155
1197
25,294
19.682
Net Income(expendlture)
Total Funds BrW Forward
TTartsfers Betw￿ Funds
(170)
38,039
(1,155)
3,467
617
4,ff21
5.292
46,127
(6,475>
52,602
11
Total Fund6 Carried Fornard
37,869
2R12
11,238
51A19
46,127
The Slatement of Financial Activities includes all gains arKI losses recognlsed in the year.
ComparatSve Flgures for prior year expenditure by fund are detailed In nole 2 to the accounts (page 11).

UPTON AND NORTH ELPASALL COMMUNITY FORUM
BALANCE SHEET AS
31 MARCH 2025
2025
2024
Note
Flxed a880ts
Tanyble a$84ts
2,312
3.467
Curront asBets
Debtors
Cash at bank and In h8nd
Total current assets
922
43.360
43,360
49,832
Current Ilabllltle9
Credltors .
amounts falllng due wlthln one y8ar
725
Net currenl assets
49,107
42,660
Net ass•ts
51.419
46,127
The funds of th• company
Unrestrlcted fvnds
Designated funds (Fixed Assets)
Reslricted funds
10
37,868
2,312
11239
38,039
3,467
4,621
Tolal funds
61A19
46.127
Exemptton from audit
For the year endlng 31 March 2025 the company was entitled to exemption from 8udR under
section 477 of the Companies Act 2006 relating to sm811 Companies,
Directors, respon&bilitl8S.'
The members have not required the company to obtain an audit of its accounts for the
year in question in accordance with section 476,.
The directors acknowledge their responsibilities for complylng wifh the requirements of
the Act with respect to accounting records and the preparation of accounts.
Th&se accounts have been prepared in accordance with the provisions applicable to companles
subject to the small companies regime.
The trustees declare that they have approved the accounts above.
A Miles, Trustèel DireGtor
Dats: 16th December 2025

UPTON AND NORTH ELMSALL COMMUNITY FORUM
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
1. Accounting pollclos
Basis of the preparatlon of the accourbts
The financial statements have been prepared in accordance with Accounting and Reporting by
Charities - Statement of Recommended Praclice applicable to charhies preparing their accounts
in accordance with the Financial Reporting Standard applicable in the UK and Republlc of
Ireland {(FRS102). Charities SORP (FRS102)) and the Companies Act 2006. The charity
meets the definition of a public benefrt entity under FRS 102. Assets and liabllities are initially
recognised at historical cost or transactÈon value. unless othenvise stated in the reEevant
accounting policy note(s).
Income and expenditure have been anatysed in the a￿OuntS using natural classification, In
accordance with the provisions of Section 4.6. SORP 2019 (smaller charitles). The charity also
meels the requirements for exemption from preparing a statement of cash flows.
Going Concern Note
After reviewing the charftys forecasts and projectlons and its reserves, the trustees have
reasonable expectation that the charity has adequate resources to continue in operation for the
foreseeable future. albeit on a voluntary basis. The charity therefore continues to adopt the
golng concern basis in p￿parIng its financial ststements.
Incomlng resources
All material incoming resources have been included In the Statement of Financial ActSvllles
when the charlty is entitled to the Income. when any perfomiance condltions attached are met.
when It is probable that the income will be received and when the amount can be measured
reliably.
Donated goods and seNlces
Donated facilities and seNic8s are recognised in the accounts, at the amount the charfty would
pay in the open market for a service equivalent lo that being donated, when the charity would
otherwlse have purchased them and the value can be measured reliably.
Donated goods for the charfly's own use are recognised as income, at their fair value.
The contribution of generdl volunteers is not recognised as income In the charily accounts.
Resources Expended
All expenditure is included on an accruals basis and Is recognised as a liability is incurred. The
charity is not registered for VAT and accordingly resources expended are shown gross of
irrecoverable VAT.
Depreclation
Deprecialion is calculated to write down the cost or valuation less estimated residual value of
all tangible fixed assets, with a cosl exceeding £500, over their expected useful lives. In the
year of a(4uisition, assets are depreciated over the full year. The rates applicable are:
Computer Equipment-
33.3330h pa on a stralght line basls
offi￿ Equipment -
200h pa on a straight line basis
Furniture, Fixtures & Fittings - 20 ¥opa on a stralght line basis
10

UPTON AND NORTH ELMSALL COMMUNITY FORUM
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
2. Expendlture analysls by fund
2025
21Y24
Unrestrlded ￿ndS
ifrties
Insura
Rep21rs & MaintenarKe
Equi￿￿nI
Office Sw)pks, Refreshrnents, Prvi*rrfJ & TelephonB
. Intemd & Softwa
subscripth￿s & Lic£nces
Library Res￿rI
Café Suptl*s
b¥rfi8s Prq•Lts
Acu)untsncy Fee
Bank Cha
Voiurteer Exwses
Oth¥ Ex￿£￿e5
Totsl
1567
1,710
2,165
5,058
1.632
1,5LK)
197
1,077
231
757
1,153
601
251
322
1,638
391
725
1M
250
25
2,0(
176
4CI)
14.942
13.979
Restrlctsd funds
Salaries Cost
Ublifje5
Insuranc¢
Rep8lrs & Malntsnance
Equi)ment
Office SwpJi4Refreshmenl4 Prllifjng & Telethone
Subsuiptions & LIC￿(*$
IKary Res￿rceS
Activibes
Café Supplies
Bank Ctharge5
Othw Expw5
3J72
401
1221
331
4￿75
612
Totsl
9,197
4,315
Designat•d funds
Depr*iali)n
1,156
1.3BB
3. Creditors
2025
2024
CreditixslAccruals
725
700
Total
725
700
E. 11

UPTON AND NORTH ELMSALL COMMUNITY FORUM
NOTES TQ THE FINANCIAL STATEMENTS contlnued
YEAR ENDED 31 MARCH 2025
4. Fixed Assets
Comput•r
Equlpment
FlxtureB &
Fittln95
Equlpment
Total
Co•t
as @ 01-Apr-2024
Additions
Disposals
as
31-Mar-2025
8,341
2.240
10.358
20.939
8.341
2.240
10.358
20.939
D•pr￿latIon
as @ 01-Apr-2024
Dt8posals
Charge Ihls period
as @ 3144lar-2025
8,341
2,240
6,891
17.472
1,165
18.627
8,341
2240
Net book value
as @ 31￿ar-2025
2,312
2,312
as @ 31-Mar-2024
5. Indepondent examlnatlon and accountancy seNi¢es
During the perlod, the cost of accounts preparatlon & ind8pendent examination of
accounts was £725. (2024: £700).
6. Land & Buildings
A 30-year lease exists between Upton and North Elmsall Communty Forum and
Waker￿Id MDC for the use of the community building on Waggon Lane, Upton.
7.Trustees' r•munoration, beneflts & expenses
Other than reimbursemenl of items purchased on behalf of the charity. there were no
pa￿nents, remuneration or benefrts made to trustees during this a(xounting period.
{2024: none)
8. Relatsd party transactions
There were no related paty payments during this accounting period. {2024: none).
12

UPTON AND NORTH ELMSALL COMMUNITY FORUM
NOTES TO THE FINANCIAL STATEMENTS contlnuod
YEAR ENDED 31 MARCH 2025
9. Analysls of net a¥sets by fund
Unrestrlcted Deslgnated R•slrEcted
fund8
fund8
funds
Totsl
funds
31 March 2025
Fixed assets
CUr￿nt assèts
Cuffent Ilabilibes
2,312
2.312
49.832
1725)
38,594
(725)
11,238
37m9
2,312
11338
51,419
31
Fixed assets
Current assets
Current Ilablltks
3,467
3,467
43,360
(700)
38,739
(700)
4,621
38,039
3A67
4621
46,127
10.Movement In funds
Openlng
balance
Fund
Income (Expendlture) Transfers
Closlng
balance
UnrestrICt￿ Funds
General Furnl
Reserve Fund
38,039
14,772
(14.942)
37.869
Total
38.039
14.772
14.942)
37.869
Deslgnated Funds
Fixed Assets
3.467
(1,155)
2.312
Totsl
3,487
(1,155)
2,312
Restrlcted Funds
Nova- Warm Spaces
CRT
Unite
WKF M￿yoU1h
Total
2.421
2.000
200
(2.421)
(2,(K￿)
(200)
15.814
15.814
11,238
11,238
4,621
9,197
TOTAL FUNDS
46.127
30,586
(25,294
51,419
e 13

UPTON AND NORTH ELPISALL COMMUNITY FORUM
NOTES TO THE FINANCIAL STATEMENTS contlnu
YEAR ENDED 31 MARCH 202S
11. Fund Transfers
There were no fund transfers during the currenl year.
11 Restricted Funds
There are 4 restricted grants.
Nova - Wann Spaces - £9181.98 grant funding received November 2022,
provided to Set UP 8 wam space where people in the communty can gather
for free in a safe, welcoming place and enjoy a hot drink or food. The
remainder of this grant was spent durlng the year.
CRT - £2000 received October 2022. awarded for chair aeroblcs. Funding
to cover sessional fees for a sports (x)achlmentor, associated equipment
and refreshments. This grant was spent during the year.
Unile - £500 re￿]Ved December 2022, to support period poverty. Funding
to provide sanitary products to those who don't have access to the safe,
hygienic menstrual products they need. The remainder of this grant was
spent during the year.
WKF WMDC - Youth Grant, for the running of the youth dub, recaived
during the current year £15,814, balance at the end of the year £11,239.
14