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2024-03-31-accounts

PLAY @ COTHERSTONE (Registered charity number 1174041)

FINANCIAL ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024

Chair Mr M Windle Vice Chair Mr J Smith Treasurer Ms A Urbanowicz Secretary Ms E Wilson

Charity Trustees: Mrs Y Butterfield Mrs DAR Forster Mr S Rogers Ms E Rowell Mr J Smith Ms A Urbanowicz Ms E Wilson Mr M Windle

play @ cotherstone’s registered address with the Charity Commission is:

play @ cotherstone c/o Cotherstone Village Hall Moor Road Cotherstone Barnard Castle County Durham DL12 9PH

Treasurer’s Report

Governance

Play@cotherstone continues to manage Cotherstone Village Park, the land for which has been leased from Mr J Birkett on a 25 lease with an expiration date of 2031.

The charity operates as a charitable incorporated organisation (CIO) which provides protection for the charity, trustees and volunteers and helps the group be sustainable.

The objects of the charity are:

To promote, for the benefit of the inhabitants of Cotherstone and the surrounding area, the provision of recreational and sporting facilities for the entire community in the interests of social welfare with the object of improving the conditions of life for the residents of Cotherstone.”

The charity is administered and managed by 8 trustees. There have been no changes to the trustees during the year. We continue to look for new trustees to be appointed to the charity and be actively involved.

In addition there is a host of people who help throughout the year with maintenance, events and administration. Without the help of all these volunteers, the charity would not be able to operate. We very much welcome new volunteers to bring new ideas, drive and energy to help with maintenance, as well as holding Park and fundraising events.

In order to reflect the true operating position of the charity, it is also reported here that the charity has benefited from 548 volunteer hours during the year. In adddition some, £540 of gifts-in-kind were received and of particular note, is the £250 bike rack donated by Durham County Council which using a small sum from reserves, has been secured at the front of the Park.

play @ cotherstone has continued to operate a bank account with the CO-OP Bank. In keeping with our Bank Mandate, the bank account requires two signatures for all cheque payments and no electronic payments have been made during the period. The small holding of petty cash is held secure and requires a full audit trail.

In terms of governance, in April 2023, we note that we updated our Principles and Statement of Banking and Accounting Controls and this was approved by the trustees.

Accounting

These accounts have been prepared on a cash receipts and payments basis and cover the year 1st April 2023 to 31st March 2024.

As well as cash, other assets held by the charity are the Park barn, land under and around the barn, play equipment, trim trail, maintenance tools and event equipment.

All grants with restricted terms are shown separately in these account. To assit the reader, a summary statement of movement of reserves is included within these accounts.

For prudence, the charity continues to build up an unrestricted reserve in the final 10 years of the lease towards future legal costs. At the end of the accounting year to 31 March 2024, a further £500 was transferred into this fund from the general reserve to give a carrying balance set aside of £1,500.

Fund raising, grants and donations

A key part of the sustainability of Cotherstone Village Park relies on ensuring there is a suitable general reserve built up to continute operating even in difficult and unexpected conditions. Over the years, the Covid19 epidemic and rising material costs have proven this to be essential. Therefore, there is a constant need to fundraise to keep the Park open.

The charity needs to raise around £3k per year to simply keep on top of essential maintenance and every day running costs such as the grass cutting and the annual insurance. This is over and beyond any capital additions or replacements.

Despite the weather, we were delighted to hold the November 2023 Bonfire Fundraising Party which was a great evening despite the rain and mud. The numbers attending were much lower than in recent years which was then reflected in a drop in the surplus arising from this event to £1.4k. Given the weather, we were pleased to still hold the event and bring in a surplus and it was excellent to see the local fire service come along to support the event.

We are particularly grateful to Mr Dent for the loan of the field used for the village bonfire and for the advance cash donations which provided assurance that the party could go ahead. In addition, of particular note was corporate support by way of a £50 donation from the GSK Care charity and gifts-in-kind of an estimated £40 from Farrans. Thank you to all the volunteers who helped to plan, conduct and clear up the 2023 Bonfire Party and to all who donated cash, prizes and food on the day. This is a whole village event and it is brilliant to see the effort put in by volunteers and ensure we raise much needed funds.

During the year, other donations were provided by:

Cotherstone Fun Weekend Committee – donation to the new infant unit £500
Cotherstone Fun Weekend Committee – donation to running costs £500

The Fun Weekend Committee work incredibly hard to raise funds each year for our community and we are extremely grateful for their support during 2023/24 and past years.

In addition to the above, during the year, we were very pleased to have received the following grants:

Cotherstone Parish Council (50% of a £1.4k grant towards the new infant
unit; having already received £700 in 2022/23) £700
Durham County Council Teesdale Action Partnership Neighbourhood £10,000
Fund – for sustainability
Community Ownership Fund (COF) Departement of Leveling up and £4,000
Communities (DLUC) - for sustainability

All fundraising, grants and donations, together with payments during the year can be seen in detail in the accounts.

In terms of sustainability, we have embarked on a number of mini projects to strengthen the infrastructure, paths and boundaries and these will continue throughout 2024/25.

Grass and weed control services were outsourced for the 2023 season and continue to be for 2024. We yet again, continue to thank Richard Toward for his valuable help.

Just after the year end we received a further grant of £500 from Cotherstone Parish Council (CPC) which is not reflected in these accounts but will appear in the 2024/25 future accounts. However, we acknowledge this receipt and many thanks to CPC for their continued support.

Major project in the year

During the year we delivered a major project as part of our replacement and sustainability drive. We were very pleased to remove the original 2004 infant unit and instal the eagerly awaited new version. This was possible due to the hard labour of our volunteers as well as grants and donations. Our final project cash costs spread across both 2023/23 and 2023/24 are shown below.

Funding source for Infant Replacement Unit Durham County Council TAP grant 13,000 Cotherstone Parish Council grant 1,400 Fun Weekend Committee donation 500 Utilisation of general reserves inc Eurovision sweep 111 Total cost of project 15,011

This is a flagship part of the Park and the new infant unit was opened with fanfare in May 2023 and it was great to see such good coverage in the Teesdale Mercury to highlight the generous support from funders, as well as the obvious enthusiasom of the children.

In addition benches and picnic tables continue to be replaced both for the enjoyment of users and to support the appearance.

The Future

We are extremely grateful to the many funders and private donors who continue to support the charity.

Our year end closing general cash reserve sits at £8k and our set aside renewal of lease fund, at £1.5k. In addition we also hold restricted funds already committed to our sustainability project and we continue to work with funders.

The work above forms part of the Sustainability Project to secure use of the land to continue to provide Park facilities, refurbish/replace play equipment and upgrade its infrastructure and boundaries in order to provide the Park for future generations. The Sustainability Project started in 2021 and will continue into 2024/25. It is a milestone phase in the life of Cotherstone Village Park. This is an exciting time to take part in the redesign and enhancements in the Park. However, this new vision for the Park requires

new trustees, new volunteers, new ideas for fundraising and a team to deliver it, as well as capital grants. The trustees are working hard to make this happen and go into 2024/25 with optimism and a sound financial operating base.

The charity is grateful for the existing trustees to continue in post until the successful execution of a succession plan.

P lay @ cotherstone accounts for the year ended 31 March 2024

Prepared by:

Dated: ............................... Signed: .............................. (Anna Urbanowicz, Treasurer)

These accounts were independently reviewed by Mrs T Wilcox on 14th May 2024.

Accepted and approved on behalf of the Trustees:

Dated: ............................... Signed: .............................. (Mark Windle, Chair)

play @ cotherstone

Registered 1174041 incorporated 31 July 17

ACCOUNTS FOR YEAR ENDED 31 MARCH 2024

General Purpose Fund from activity in the period - Unrestricted Funds
Receipts and Payments Account
Income received
Prize donations returned
Donations for the load of equipment to others
Bonfire & Firework donations November 2023
Fun Weekend Grant April 2023 new infant replacement unit
Fun Weekend Grant February 2024 towards general costs
Write back of rent for 2023
Investment Income
Bank Interest
TOTAL INCOME
Expenditure
Bike Rack - free bars but costs of fixing
Repairs & Maintenance general
Use of general reserves towards new infant unit replacement
Fun Weekend grant utilised towards new infant unit replacement
Use of general reserves towards new Asda picnic table
Bonfire 2023 expenses
Grass maintenance and strimming services - R Toward 2023 season
Annual Insurance Jan 2024
TOTAL EXPENDITURE
NET RESULT FROM ACTIVITIES
Transfer to Reserve for Lease Cessation or Renewal
NET CONTRIBUTION TO GENERAL RESERVES
BALANCE BROUGHT FORWARD
BALANCE CARRIED FORWARD
2024
£
15.00
20.00
2836.11
500.00
500.00
200.00
0.00
4071.11
118.08
59.71
110.71
500.00
18.33
1370.74
1500.00
545.45
4223.02
-151.91
500.00
-651.91
9024.11
8372.20
Reserve for Lease Cessation or Renewal - Unrestricted Funds
Incoming reserve transfers or income
Transfer from General Reserve
TOTAL INCOME
Outgong reserve transfers or payments
TOTAL EXPENDITURE
NET RESULT FOR THE PERIOD
BALANCE BROUGHT FORWARD
BALANCE CARRIED FORWARD
Restricted Funds - Asda Grant for Picnic Tables
Receipts and Payments Account
Income received
Grant received
TOTAL INCOME
Expenditure
Purchase of equipment
Materials to fix and secure
TOTAL EXPENDITURE
NET RESULT FOR THE PERIOD
BALANCE BROUGHT FORWARD
BALANCE CARRIED FORWARD
2024
500.00
500.00
0.00
500.00
1000.00
1500.00
2024
£
959.00
959.00
792.00
167.00
959.00
0.00
0.00
0.00

Durham County Council - Teesdale Action Partnership - Replacement Infant Unit Restricted Funds

Receipts and Payments Account
Income received
Grant received
TOTAL INCOME
Expenditure
Final payment for equipment - utilisation of funds
TOTAL EXPENDITURE
NET RESULT FOR THE PERIOD
BALANCE BROUGHT FORWARD
BALANCE CARRIED FORWARD
Cotherstone Parish Council - Replacement Infant Unit
Restricted Funds
Receipts and Payments Account
Income received
Grant Received - second tranche of £1,400 received 50%
TOTAL INCOME
Expenditure
Final payment for equipment - utilisation of funds
TOTAL EXPENDITURE
NET RESULT FOR THE PERIOD
BALANCE BROUGHT FORWARD
BALANCE CARRIED FORWARD
2024
£
0.00
0.00
5633.75
5633.75
-5633.75
5633.75
0.00
2024
£
700.00
700.00
1400.00
1400.00
-700.00
700.00
0.00

COF Revenue Grant - sustainability project Restricted Funds

Receipts and Payments Account
Income received
Grant awarded
TOTAL INCOME
Expenditure
Valuation fee
Search fees
TOTAL EXPENDITURE
NET RESULT FOR THE PERIOD
BALANCE BROUGHT FORWARD
BALANCE CARRIED FORWARD
Durham CC - Teesdale Action Partnership - sustainability project
Restricted Funds
Receipts and Payments Account
Income received
Grant awarded
TOTAL INCOME
Expenditure
TOTAL EXPENDITURE
NET RESULT FOR THE PERIOD
BALANCE BROUGHT FORWARD
BALANCE CARRIED FORWARD
2024
£
4000.00
4000.00
540.00
360.00
900.00
3100.00
0.00
3100.00
2024
£
10000.00
10000.00
0.00
0.00
10000.00
0.00
10000.00

STATEMENT OF ASSETS AND LIABILITIES AS AT 31 MARCH 2024

Cash at bank as at 1 April 2023 brought forward

Petty Cash held
Co-Op Bank plc - current account
Plus total gross income for the year of activity
Less total expenditure for the year of activity
Cash at bank as at 31 March 2024
Petty Cash held for events
Co-Op Bank plc - current account
TOTAL ASSETS
Unrestricted Funds
General Purpose Fund arising from activities
Reserve for Lease Cessation or Renewal
Restricted Funds
COF Revenue Grant - sustainability
Durham CC Teesdale Action Partnership - sustainability
TOTAL FUNDS
381.33
15976.53
19730.11
13115.77
67.75
22904.45
22972.20
8372.20
1500.00
3100.00
10000.00
22972.20