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2021-09-30-accounts

ULBC Trust Limited

Company no: 06799407 Charity no. 1174721 Accounts for the period 1 October 2020 to 30 September 2021

Balance sheet, £
Fixed assets
Tangible assets (boats & equipment)
Investments
Total fixed assets
Current assets
Debtors
Investments
Cash at bank and in hand
Total current assets
Liabilities
Creditors: amounts falling due within one year
Net current assets/(liabilities)
Total assets less current liabilities
Creditors: amounts falling due after one year
Provisions for liabilities
Total net assets/(liabilities)
Funds
Restricted income funds
Unrestricted funds
Total funds
2021
231,015
45,000
276,015
17,987
97,268
158,209
273,464
4,614
268,850
544,865
-
-
544,865
-
544,865
544,865
2020
256,928
37,179
294,107
32,973
97,256
71,492
201,721
2,639
199,083
493,190
-
-
493,190
-
493,190
493,190

The company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies regime and in accordance with FRS102 SORP.

The profit and loss account and directors’ report have not been delivered to the Registrar of Companies in accordance with the special provisions applicable to companies subject to the small companies regime.

Approved by the directors on 27 May 2022 and signed on their behalf by

John Kinnear Director

Notes to the accounts

1. Accounting policies

(a) Basis of preparation

The accounts 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) issued on 16 July 2014 and with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and with the Companies Act 2006.

The charity constitutes a public benefit entity as defined by FRS 102. These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts.

In the absence of any restrictions on the use of the Trust’s assets, no distinction is made between restricted and unrestricted funds within the accounts.

(b) Preparation of accounts on a going concern basis

The accounts have been prepared on a going concern basis. The trustees intend to keep the charity in operation indefinitely and it remains fully solvent.

(c) Income

Grants and donations are only included when the general income recognition criteria are met (5.10 to 5.12 FRS102 SORP). Gift Aid receivable is included in income when there is a valid declaration from the donor. Any Gift Aid amount recovered on a donation is considered to be part of that gift and is treated as an addition to the same fund as the initial donation unless the donor or the terms of the appeal have specified otherwise. Donated goods are measured at fair value (the amount for which the asset could be exchanged) unless impractical to do so. Goods donated for on-going use by the charity are recognised as tangible fixed assets and included as incoming resources when receivable.

(d) Expenditure

Expenditure is recognised on an accruals 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 resources and the amount of the obligation can be measured with reasonable certainty.

(d) Tangible fixed assets and depreciation

Tangible fixed assets for use by the charity are capitalised if they can be used for more than one year and cost at least £1,000. Tangible fixed assets are valued at historical cost less depreciation. Depreciation is applied using the reducing balance method, at a rate of 20% per annum for vehicles and 10% per annum for all other assets.

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2. Tangible assets

Cost, £
At the beginning of the year
Additions
Disposals
At end of the year
Depreciation, £
At the beginning of the year
Disposals
Depreciation
At end of the year
Net book value, £
Net book value at the beginning of the year
Net book value at the end of the year
2021
Plant,
machinery
& vehicles
Fixtures,
fittings &
equipment
Total
10,500
426,833
437,433
0
0
0
0
0
0
10,500
426,833
437,333
8,299
172,107
180,405
0
0
0
440
25,473
25,913
8,739
197,579
206,318
2,202
254,726
256,928
1,761
229,254
231,015
2020
Plant,
machinery
& vehicles
Fixtures,
fittings &
equipment
Total
21,700
459,984
484,110
0
62,505
62,505
11,200
95,656
108,856
10,500
426,833
437,333
11,780
161,273
195,095
4,032
39,511
43,543
551
28,303
28,853
8,299
172,107
180,405
9,920
276,669
286,589
2,202
254,726
256,928

2

3. Investments

Fixed assets investments, £
Carrying (fair) value at beginning of period
Add:additions to investments during period
Less:disposals at carrying value
Less: impairments
Add: Reversal of impairments
Add/(deduct):transfer in/(out) in the period
Add/(deduct):net gain/(loss) on revaluation
Carrying (fair) value at end of year
Current asset investments, £
Cash or cash equivalents
Listed investments
Investment properties
Social investments
Other investments
Total
2021
Listed
investments
Total
37,179
37,179
-
-
-
-
-
-
-
-
-
-
7,821
7,821
45,000
45,000
2021
97,268
-
-
-
-
97,268
2020 2020
Listed
investments
37,179
-
-
-
-
-
7,821
Listed
investments
42,673
-
-
-
-
-
-5,494
Total
42,673
-
-
-
-
-
-5,494
45,000 37,179 37,179
2020
97,256
-
-
-
-
97,256

3

4. Cash at bank and in hand

Analysis of cash at bank and in hand, £
Short term cash investments
Short term deposits
- ULBC Trust main account
Cash at bank and in hand
Other
Total
2021
-
-
158,209
158,209
-
158,209
2020
-
-
71,492
71,492
-
**71,492 **

5. Debtors

Analysis of debtors, £
Prepayments and accrued income
Other debtors
Total Debtors
2021
10,000
7,967
17,987
2020
20,000
12,973
32,973

6. Creditors

Analysis of creditors, £
Amounts falling due within one year
Trade creditors
Total creditors
Amounts falling due after more than one year
Total creditors
2021
4,614
4,614
-
2020
2,639
2,639
-

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