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2024-05-05-accounts

Clopton Community Action Group CIO – Charity number 1173179

CIO

Trustees Annual Return Information Year to 30th of May 2024

Activities

The Clopton Community Action Group CIO runs the Ken Kennett Community Centre in Stratford Upon Avon.

Its purpose is to provide a hall to be used to support and help the

community by renting the hall to community groups and others who can benefit in the local community.

The hall is run by the Clopton Community action group trustees

Working with a community builder who is working between two

Community halls one in Bishopton and ours in the Clopton area. The Community builder has been working with the Trustees on the board to develop some clubs and activities for the local people.

We started a Warm hub on a Friday afternoon, which has proved very successful, and has now changed its name to Clopton Connect, offering a cup of tea and a chat, armchair exercise and Board games.

We have also successfully introduced a New Zero Kitchen on a Friday,

this allows a team of volunteers from Net Zero, to use the kitchen. They are responsible for making contact with local supermarkets, collecting food coming to the end of its sell by date, and producing a meal for the local community on a Friday night, This has attract over 36 people a

week to come and enjoy a meal together.

Trustees.

There are currently three trustees on the board. Who are responsible for running the CIO in accordance with its constitution. All trustee details on the Charity commission website.

People

The entre does not have any employees. It does not raise funds from

the public and does not have any trading subsidiaries. Its income comes from renting out the hall and from grants made by local bodies to support specific projects.

Contact details.

Mr J Fojtik.

Report of the Trustees

The centre is located at 100 Justin’s Avenue Stratford upon Avon CV37 0DA which is its principal office.

The objects of the CIO are identified in the constitution, but are primarily to hire out the hall for use by local groups, thus benefitting the residents of Clopton and the surround area through the provision of facilities for recreation, the advancement of education, and other leisure time activities.

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 2024 FOR Clopton Community Action Group

Pointon Young Chartered Accountants 5 Mansell Street Stratford upon Avon Warwickshire CV37 6NR

Clopton Community Action Group CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 5TH MAY 2024

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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 2024

The trustees who are also directors of the charity for the purposes of company law, present their report and the unaudited financial statements of the charity for the year ended 5 May 2024.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

CE010911 (England and Wales)

Registered Charity number

1173179

Registered office

100 Justins Avenue Stratford upon Avon Warwickshire CV37 0DA

Trustees

J Fojtik C George L Mansfield N South

Independent examiner

Steven Brown BA FCA Pointon Young Chartered Accountants 5 Mansell Street Stratford upon Avon Warwickshire CV37 6NR

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 ____ 2024 and signed on its behalf by:


J Fojtik - Trustee

Page 1

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CLOPTON COMMUNITY ACTION GROUP FOR THE YEAR ENDED 5TH MAY 2024

I report to the trustees on my examination of the financial statements of Clopton Community Action Group (‘the charity’) for the year ended 5th May 2024.

Responsibilities and basis of report

As the trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 ('the 2006 Act’).

Having satisfied myself that the accounts of the company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 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.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the charity as required by section 386 of the 2006 Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act 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; or

  4. the financial statements have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

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.

--------------------------------------Steven Brown BA FCA Pointon Young Chartered Accountants 5 Mansell Street Stratford upon Avon Warwickshire CV37 6NR

____ 2024

Page 2

Clopton Community Action Group

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5TH MAY 2024

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2024 2023
Unrestricted Restricted Total Total
fund funds funds funds
Notes £ £ £ £
INCOMING RESOURCES
Incoming resources from generated funds
-
Voluntary income 2,000 2,000 1,000
Investment income 2 15,242 - 15,242 12,740
Incoming resources from charitable
activities
-
Total incoming resources 17,242 17,242 13,740
RESOURCES EXPENDED
Costs of generating funds
-
Costs of generating voluntary income 13,121 13,121 11,563
Activities for generating funds 3 - - - -
Charitable activities
-
Project expenditure 5,006 5,006 9,756
Governance costs 405 - 405 396
- - - -
Other resources expended
Total resources expended 18,532 - 18,532 21,715
NET INCOMING/(OUTGOING) RESOURCES (1,290) - (1,290) (7,975)
RECONCILIATION OF FUNDS
Total funds brought forward 18,349 10,228 28,577 36,552
TOTAL FUNDS CARRIED FORWARD 17,059 10,228 27,287 28,577
----- End of picture text -----

The notes form part of these financial statements

Page 3

Clopton Community Action Group

STATEMENT OF FINANCIAL POSITION AT 5TH MAY 2024

2023 2022
Unrestricted Restricted Total Total
fund funds funds funds
Notes £ £ £ £
FIXED ASSETS
Tangible assets 6 4,666 - 4,666 5,316
CURRENT ASSETS
Debtors 7 1,302 - 1,302 1,435
Cash at bank 21,694 10,228 31,922 32,573
CREDITORS 22,996 10,228 33,224 34,008 33,224 34,008
Amounts falling due within one year 8 (10,603) - (10,603) (10,747)
NET CURRENT ASSETS 12,393 10,228 22,621 22,621
23,261
TOTAL ASSETS LESS CURRENT LIABILITIES 17,059 10,228 27,287 28,577
NET ASSETS 17,059 10,228 27,287 28,577
FUNDS 9
Unrestricted funds 17,059 18,349
Restricted funds 10,228 10,228
TOTAL FUNDS 27,287 28,577

The notes form part of these financial statements

continued...

Page 4

Clopton Community Action Group

BALANCE SHEET - CONTINUED AT 5TH MAY 2024

For the year ending 5 May 2024 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

· The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476;

· The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of financial statements.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime.

These financial statements were approved by the board of trustees and authorised for issue on _____ 2024 and are signed on behalf of the board 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 2024

1. ACCOUNTING POLICIES

Accounting convention

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the 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 (FRS 102) (Charities SORP (FRS 102)) and the Companies Act 2006.

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

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

2024 2023
£ £
Rents received 15,242 15,242
12,740

Page 6

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2024

3. ACTIVITIES FOR GENERATING FUNDS

ACTIVITIES FOR GENERATING
FUNDS
Support costs
NET INCOMING/(OUTGOING) RESOURCES
Net resources are stated after charging/(crediting):
Depreciation – owned assets
2024
£
-
2024
£
978
2023
£
-
2023
£
379

4. NET INCOMING/(OUTGOING) RESOURCES

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 5th May 2024 nor for the year ended 5th May 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 5th May 2024 nor for the year ended 5th May 2023.

Page 7

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2024

6.
TANGIBLE FIXED ASSETS
COST
At 6th May 2023
Additions
At 5th May 2024
DEPRECIATION
At 6th May 2023
Charge for year
At 5th May 2024
NET BOOK VALUE
At 5th May 2024
At 5th May 2023
7.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Other debtors
8.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Other creditors
Plant and
machinery
etc.
£
6,281
328
6,609
965
978
1,943
4,666
5,316
2024
£
250
1,052
1,302
2023
£
1,006
429
1,435
Plant and
machinery
etc.
£
6,281
328
6,609
965
978
1,943
4,666
5,316
2024
£
250
1,052
1,302
2023
£
1,006
429
1,435
Plant and
machinery
etc.
£
6,281
328
6,609
965
978
1,943
4,666
5,316
2024
£
250
1,052
1,302
2023
£
1,006
429
1,435
2024
£
392
10,211
10,603

Page 8

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2024

9. MOVEMENT IN FUNDS

Net Net
movement in
At 6.5.23 funds funds At 5.5.24 At 5.5.24
£ £ £
Unrestricted funds
General fund 18,349 (1,290) 17,059 17,059
Restricted funds
ChangeX Project 1,271 - - 1,271 1,271
Digital Inclusion Project 2,160 - 2,160
Stratford Town Trust 1,300 - 1,300
Orbit Group 1,009 - 1,009
Arts Fund 4,488 - 4,488
10,228 - 10,228 10,228
TOTAL FUNDS 28,577 (1.290) 27,287 27,287
Net movement in funds, included in the above are as follows:
Incoming Resources Resources Movement Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 17,242 (18,532) (1,290)
Restricted funds
Arts Fund - - -
TOTAL FUNDS 17,242 (18,532) (1,290)

Page 9

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2024

9. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Comparatives for movement in funds
Net
movement in
At 6.5.22 funds At 5.5.23
£ £ £
Unrestricted Funds
General fund 21,483 (3,134) 18,349
Restricted Funds
ChangeX Project 1,271 - 1,271
Digital Inclusion Project 2,160 - 2,160
Stratford Town Trust 1,300 - 1,300
Orbit Group 1,009 - 1,009
Arts Fund 9,329 (4,841) 4,488
15,069 (4,841) 10,228
TOTAL FUNDS 36,552 (7,975) 28,577
Comparative net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
Unrestricted funds £ £ £
General fund 13,740 (16,874) (3,134)
Restricted funds
Arts Fund - (4,841) (4,841)
TOTAL FUNDS 13,740 (21,715) (7,975)

Page 10

Clopton Community Action Group

NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 5TH MAY 2024

9. MOVEMENT IN FUNDS - continued

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

Net
movement in
At 6.5.22
funds
Unrestricted funds
£
£
General fund
21,483
(4,424)
Restricted funds
ChangeX Project
1,271
-
Digital Inclusion Project
2,160
-
Stratford Town Trust
1,300
-
Orbit Group
1,009
-
Arts Fund
9,329
(4,841)
15,069
(4,841)
TOTAL FUNDS
36,552
(9,265)
At
5.5.24
£
17,059
1,271
2,160
1,300
1,009
4,488
10,228
27,287

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

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 30,982 (35,406) (4,424)
Restricted funds
Arts Fund - (4,841) (4,841)
TOTAL FUNDS 30,982 (40,247) (9,265)

Page 11

Clopton Community Action Group

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5TH MAY 2024

2024 2023
£ £
INCOMING RESOURCES
Investment income
Rents received 15,242 12,740
Incoming resources from charitable activities
Grants 2,000 1,000
2,000 1,000
Total incoming resources 17,242 13,740
RESOURCES EXPENDED
Costs of generating voluntary income
Rates and water 534 2,463
Insurance 832 967
Telephone and internet 450 446
Postage and stationery 79 178
Sundries 82 138
Property costs 10,166 10,166 6,958
Advertising - 34 34
Depreciation of tangible fixed assets 978 379 379
13,121 11,563
Charitable activities
Other project costs 5,006 9,756
Governance costs
Accountancy 405 396
Legal fees - -
405 396

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 2024

2023 2022
£ £
Total resources expended 18,532 21,715
Net (expenditure)/income (1,290) (7,975)

This page does not form part of the statutory financial statements

Page 13