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2022-05-05-accounts

Trustees report for Clopton Community Action Group Ma 2022 to June 2023

We have had a good year, and improvement in groups and regular users to the Ken Kennett Community Centre which the Trustees manage.

We ran a very successful fun day for the Community to which a 1,000 people, attended, we offered Face painting, Bungee run, Bouncy Castles and other attractions. We also invited local voluntary groups to come and meet the people of Clopton and let them know what is available in their local area.

We also had some improvements to the hall which were needed. We had a new fire Alarm and the hall was completely re-decorated to keep it looking fresh.

We also saw the introduction of a Community Builder/worker post, working with the Clopton and Bishopton halls to improve usage, to offer opportunities to the local community to get great community involvement.

Set up so far with the help of the community worker.

Net Zero Community Kitchen Clopton Connect meet every Friday Small Table Tennis group Leaflet drop to encourage more volunteers to help at the Ken Kennett Community Centre

Some new volunteers have joined the existing committee to help keep the hall running smoothly

All accounts are now up to date.

Jason Fojtik Chair for Clopton Community Action group

REGISTERED COMPANY NUMBER: CE010911 (England and Wales) REGISTERED CHARITY NUMBER: 1173179

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 5TH MAY 2022 FOR Clopton Community Action Group

Patrick Jones FCA C Wiltshire & Co Chartered Accountants 17 Greenhill Street Stratford upon Avon Warwickshire CV37 6LF

Clopton Community Action Group

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5TH MAY 2022

----- Start of picture text -----
Page
Report of the Trustees 1
Independent Examiner's Report 2
Statement of Financial Activities 3
Balance Sheet 4 to 5
Notes to the Financial Statements 6 to 11
Detailed Statement of Financial Activities 12 to 13
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Clopton Community Action Group

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 5TH MAY 2022

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 5th May 2022. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) 'Accounting and Reporting by Charities' issued in March 2005.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

CE010911 (England and Wales)

Registered Charity number

1173179

Registered office

12 Elm Road Stratford upon Avon Warwickshire CV37 0DQ

Trustees

J Fojtik L Mansfield C George

Independent examiner

Patrick Jones FCA C Wiltshire & Co Chartered Accountants 17 Greenhill Street Stratford upon Avon Warwickshire CV37 6LF

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

Approved by order of the board of trustees on 3rd May 2023 and signed on its behalf by:

J Fojtik - Trustee

Page 1

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CLOPTON COMMUNITY ACTION GROUP

I report on the accounts of the company for the year ended 5th May 2022, which are set out on pages three to eleven.

Responsibilities and basis of report

As the charity's trustees (and also the directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006.

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independant examination, I have examined your charity's accounts as required under section 145 of the Charities Act 2011 ('the Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

My role is to state whether any material matters have come to my attention giving me cause to believe:

  1. that accounting records were not kept as required by section 386 of the Companies Act 2006; or

  2. that the accounts do not accord with those records; or

  3. that the accounts do not comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Charities Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland; or

  4. that there is further information needed for a proper understanding of the accounts.

Independent examiner's statement

I have completed my examination and have no concerns in respect of the matters (1) to (4) listed above and, in connection with following the Directions of the Charity Commission I have found no matters that require drawing to your attention.

Patrick Jones Chartered accountant Patrick Jones FCA C Wiltshire & Co Chartered Accountants 17 Greenhill Street Stratford upon Avon Warwickshire CV37 6LF

3rd May 2023

Page 2

Clopton Community Action Group

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5TH MAY 2022

Unrestricted
Restricted
fund
funds
Notes
£
£
INCOMING RESOURCES
Incoming resources from generated funds
Voluntary income
-
-
Investment income
2
6,656
-
Incoming resources from charitable
activities
Covid Support
2,667
-
Arts Fund
-
-
Total incoming resources
9,323
-
RESOURCES EXPENDED
Costs of generating funds
Costs of generating voluntary income
9,596
-
Activities for generating funds
3
14
-
Charitable activities
Arts Fund
(50)
7,119
Governance costs
1,345
-
Other resources expended
(865)
-
Total resources expended
10,040
7,119
NET INCOMING/(OUTGOING) RESOURCES
(717)
(7,119)
RECONCILIATION OF FUNDS
Total funds brought forward
22,200
22,188
TOTAL FUNDS CARRIED FORWARD
21,483
15,069
2022
Total
funds
£
-
6,656
2,667
-
9,323
9,596
14
7,069
1,345
(865)
17,159
(7,836)
44,388
36,552
2021
Total
funds
£
12,000
9,094
10,000
31,626
62,720
3,756
-
15,178
300
-
19,234
43,486
902
44,388

The notes form part of these financial statements

Page 3

Clopton Community Action Group

BALANCE SHEET AT 5TH MAY 2022

Unrestricted
Restricted
fund
funds
Notes
£
£
FIXED ASSETS
Tangible assets
6
1,600
-
CURRENT ASSETS
Debtors
7
949
-
Cash at bank
29,953
15,069
30,902
15,069
CREDITORS
Amounts falling due within one year
8
(11,019)
-
NET CURRENT ASSETS
19,883
15,069
TOTAL ASSETS LESS CURRENT LIABILITIES
21,483
15,069
NET ASSETS
21,483
15,069
FUNDS
9
Unrestricted funds
Restricted funds
TOTAL FUNDS
2022
Total
funds
£
1,600
949
45,022
45,971
(11,019)
34,952
36,552
36,552
21,483
15,069
36,552
2021
Total
funds
£
1,263
196
53,236
53,432
(10,307)
43,125
44,388
44,388
22,200
22,188
44,388

The notes form part of these financial statements

continued...

Page 4

Clopton Community Action Group

BALANCE SHEET - CONTINUED AT 5TH MAY 2022

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 5th May 2022.

The members have not required the company to obtain an audit of its financial statements for the year ended 5th May 2022 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

These financial statements have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to charitable small companies and with the Financial Reporting Standard for Smaller Entities (effective January 2015).

The financial statements were approved by the Board of Trustees on 3rd May 2023 and were signed on its behalf by:

J Fojtik -Trustee

The notes form part of these financial statements

Page 5

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5TH MAY 2022

1. ACCOUNTING POLICIES

Accounting convention

The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008), the Companies Act 2006 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.

Incoming resources

All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

Resources expended

Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

2. INVESTMENT INCOME

Rents received 2022
£
6,656
2021
£
9,094

Page 6

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2022

3. ACTIVITIES FOR GENERATING FUNDS

2022 2021 £ £ Support costs 14 - NET INCOMING/(OUTGOING) RESOURCES Net resources are stated after charging/(crediting): 2022 2021 £ £ Depreciation - owned assets 199 181

4. NET INCOMING/(OUTGOING) RESOURCES

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 5th May 2022 nor for the year ended 5th May 2021.

Trustees' expenses

There were no trustees' expenses paid for the year ended 5th May 2022 nor for the year ended 5th May 2021.

Page 7

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2022

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6. TANGIBLE FIXED ASSETS
Plant and
machinery
etc
£
COST
At 6th May 2021 1,650
Additions 536
At 5th May 2022 2,186
DEPRECIATION
At 6th May 2021 387
Charge for year 199
At 5th May 2022 586
NET BOOK VALUE
At 5th May 2022 1,600
At 5th May 2021 1,263
7. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2022 2021
£ £
Trade debtors 445 165
Other debtors 504 31
949 196
8. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2022 2021
£ £
Trade creditors 148 8
Other creditors 10,871 10,299
11,019 10,307
----- End of picture text -----

Page 8

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2022

9. MOVEMENT IN FUNDS

At 6.5.21
£
Unrestricted funds
General fund
22,200
Restricted funds
ChangeX Project
1,271
Digital Inclusion Project
2,160
Stratford Town Trust
1,300
Orbit Group
1,009
Arts Fund
16,448
Net
movement in
funds
At 5.5.22
£
£
(717)
21,483
-
1,271
-
2,160
-
1,300
-
1,009
(7,119)
9,329
22,188 (7,119)
15,069
TOTAL FUNDS
44,388
(7,836)
36,552
Net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
9,323
Restricted funds
Arts Fund
-
Resources
Movement
expended
in funds
£
£
(10,040)
(717)
(7,119)
(7,119)
TOTAL FUNDS
9,323
(17,159)
(7,836)

Page 9

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2022

9. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

At 6.5.20
£
Unrestricted Funds
General fund
(4,838)
Restricted Funds
ChangeX Project
1,271
Digital Inclusion Project
2,160
Stratford Town Trust
1,300
Orbit Group
1,009
Arts Fund
-
Net
movement in
funds
£
27,038
-
-
-
-
16,448
Net
movement in
funds
£
27,038
-
-
-
-
16,448
At 5.5.21
£
22,200
1,271
2,160
1,300
1,009
16,448
5,740 16,448 22,188
TOTAL FUNDS
902
43,486 44,388
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
31,094
Restricted funds
Arts Fund
31,626
Resources
expended
£
(4,056)
(15,178)
Movement
in funds
£
27,038
16,448
TOTAL FUNDS
62,720
(19,234) 43,486

Page 10

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2022

9. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Restricted funds
ChangeX Project
Digital Inclusion Project
Stratford Town Trust
Orbit Group
Arts Fund
At 6.5.20
£
(4,838)
1,271
2,160
1,300
1,009
-
Net
movement in
funds
At 5.5.22
£
£
26,321
21,483
-
1,271
-
2,160
-
1,300
-
1,009
9,329
9,329
5,740 9,329
15,069
TOTAL FUNDS 902 35,650
36,552

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Arts Fund
Incoming
Resources
Movement
resources
expended
in funds
£
£
£
40,417
(14,096)
26,321
31,626
(22,297)
9,329
TOTAL FUNDS 72,043
(36,393)
35,650

Page 11

Clopton Community Action Group

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5TH MAY 2022

INCOMING RESOURCES
Voluntary income
Grants
Investment income
Rents received
Incoming resources from charitable activities
Grants
Covid grant SDC
Total incoming resources
RESOURCES EXPENDED
Costs of generating voluntary income
Rates and water
Insurance
Telephone and internet
Postage and stationery
Sundries
Property costs
Advertising
Depreciation of tangible fixed assets
Charitable activities
Other project costs
Governance costs
Accountancy
Legal fees
2022
£
-
6,656
2,667
-
2,667
9,323
1,372
335
460
61
38
4,942
2,189
199
9,596
7,069
480
865
1,345
2021
£
12,000
9,094
-
41,626
41,626
62,720
282
645
381
117
10
2,140
-
181
3,756
15,178
300
-
300

This page does not form part of the statutory financial statements

Page 12

Clopton Community Action Group

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5TH MAY 2022

Other resources expended
No description
Support costs
Other
Paypal fees
Total resources expended
Net (expenditure)/income
2022
£
(865)
14
17,159
(7,836)
2021
£
-
-
19,234
43,486

This page does not form part of the statutory financial statements

Page 13