Burmantofts Senior Action CIO t/a Burmantofts Community Friends
Charity number 1175661
Annual Report and Financial Statements
for the year ended 31 December 2023

Burmantofts Community Friends
Annual Report and Financial Statements
for the year ended 31 December 2023
Contents
Page
Trustees, report
2to4
Examinerfs report
Statement of financial artivities
Balance sheet
Notes to the accounts
8t0 17

Burmantofts Community Friends
Trustees, report for the year ended 31 December 2023
Reference and administratlve details of the charity, its trustees and advlsors
Charity name
The legal name ot the charity Is "Burmantotts Senior Action CIO- but the charity
operates tjnder the name "Burtnantofts Community Friend5"
The trustees during the tinancial year and up to and including the date the report was
approved were..
Narne
Cllr Deriise Ragan
Paul Kelly
Donald Forrester
Jean Stafford
Tricia Gradys
Moria Flynn
Aghar Khan
Alganesh Habtemariam
Elaine Barrow
Farooq Muzammal
Posltlon
Chair
Dates
TreasU￿r
Appointed January 2023
Appointed June 2023
Appointed July 2023
Key personnel
Tom Arrnstrong
Position
CEO
Charity number
Registered and principal address
Lower Ground Floor
75B Stoney Rock Lane
Leeds
LS9 7T8
1175661
Registe￿￿ in England and Wales
Bankers
Virgin Bank
94-96 Briggate
Leeds
LSI 6NP
Independent examlner
Paul Cowham FCA DChA
Paul Cowham Accountancy Service
Withinglon Wtsrks
Wilhingttsn Baths
30 Burtor) Road
Man¢hester, M20 3EB
structure, governance and management
The charity is a Charitable Incorporated Organisation {CIO} association fomied on 9 November
2017 a nd is governed by a constitution.

Burmantofts Community Friends
Trustee5' report (continued) for the year ended 31 December 2023
Method of recruitment and appolntment of trustee5
The trustees of the charity are appointed by the members at the AGM.
Objectives and activities
The charitv's objects
Every year Burmantofts Community Friends mission is to improve the lives of older people aged
55+ living in Burmantofts L59, East Leeds, and the surrounding areas. We work with older
people, their families, carers and communities and aim to reduce social isolation, tackle poverty
and help them to live independently and with the best life possible.
The charity's main activities
Burmantofts Community Friends (BCF) is a trading name of Burmantofts Senior Action,
Charitable Incorporated Organisation (CIO) foojsed on the needs of people over 55 living in LS9
East Leeds. BCF has been in operation since 1995 and partners with key stakeholders such as
Leeds City Council and the NHS. We offer prartical support for mental and physical wellbeing
with daily activities, infomiation, advocacy, outreach,and support services. We are managed by
a board of trustees with representation from the local area.
The Charitv has 10 key objectives:
Reduce social isolation and loneliness.
Identify qaps in provision for support.
Support older people to live independently.
Promote social inclusion for all communities.
Be an OLien and friendly place for local DeoDle to drop in.
Improve diqital inclusion and aC￿sS to support.
To improve the environment Whe￿ older DeoDle live.
Reduce the burden on NHS seNices by improving community care.
Work with partner organisations who bring additional services lo our area.
Be a force for good, championin9 the wishes and needs of older people.
Public benefit statement
In setting our objectives and planning our activities our Trustees have given serious
consideration to the Charity Comrnission's general guidance on public benefit.
Achievements and Derformance
During 2023 we have made significant improvements to our marketing approach by incorporating
a new working name, Burmantofts Community Friends, which has increased our appeal to the
wider community and has helped us to increase local resident participation. We have significantly
increased our trustee board members to 10, with the key positions of Chair, Vice-chair, T￿aSurer
nd Company se¢￿tary all being filled. BCF has improved the management structure by
promoting the Project Manager to Chief Executive Officer. This better reflects the duties and
forward planning nature of the position. BCF now hosts more regular activities than at any time in
it5 history. The CEO and trustees have developed a 5-year growth strategy that will support the
future development of the organisation and encourate stability and growth.BCPs financial positlon
s within our operational guidelines and one which trustees feel sets a solid foundation for future
growth. BCF continues to focus its support on the most vulnerable members of our community
with home visits, office appointments, ￿gular social opportunities, one-off trip5 and events,
outreach support on finance and benefits, and wellbeing telephone calls. Our partnership
approach has enabled positive working relationships with other community-focused organisations.
Our volunteer programme has agreed, and we have two new volunteer projects active travel
and befriending.

Burmantofts Community Friends
Trustees, report (continued) for the year ended 31 December 2023
Achievements and performance {continued)
Our principal achivements during 2023 included..
l. Increased membership. We continue to work on increasing the reach and scope of our support
services.
2. Developed and increased the staff team - all positions are occupied and thi5 means we can
focus our work on expansion and quality improvement.
3. An increase in the number of community events and social activities offered. Examples of new
groups include men's social, women's wellbeing. memory support. supported shopping and digital
drop-in activities.
4. Volunteer expansion. One of our volunteer-led projects helps to support the most isolated
individuals in getting out of their home and into the community. BCF has also increased the
number of active volunteers in the organisation.
5. Health and wellbeing initiatives - as part of our work with the NHS on the Enhance contract,
BCF has established a weekly health and wellbeing hub and a pain clinic where local people can
receive practical health support from trained professionals.
6. Digital Snclusion as part of our main support strategy. digital inclusion is one of our pillars of
support. Emphasis has been placed on digltal skills training in the community.
Financial review
Overall, there was a stjrplus for the year of E15,711. This was made up of a surplus under
unrestricted funds of £53,638, and a deficity under restritted funds of £37.927. The charity
grew by almost 50Wts over the year. and the trustees are pleased with the result.
Reserves policy
The charity's free reserves. excludino fixed assets. at the vear end were £95.290.
Once a year the trustees of BCF consider the level of reserves that it is prudent for the
organisation to hold. Consideration is given to redundancy liabilities, lease agreements and any
other significant factors that should be taken into account if the organisation were to close. This
is currently set to three months of operating costs, equating to E30k. Expenditure in 2024 is
expected to be close to E300,000. The opening reserve of £95,290 is approximately 3.5 months.
The difference has been used to cover the cost of unfunded staff hours.
Approved by the board of trustees on 271(>912*
D Ragan (Chair)

Burmantofts Community Friends
Independent Examiner's Report to the trustees of Burmantofts Senior Attion
CIO Va Burmantofts Community Friends
I report to the charity trustees on my examination of the accounts of Bumiantofts Senior
Action CIO for the year ended 31 December 2023
Responsibilities and basis of report
As the charity trustees of the CIO you are responsible for the preparation of the accounts in
accordance with the requirements of the Charities Act 2011 ('the Act,).
I report in respect for my examination of the CIO'S accounts as carried out under sertion 145
of the 2011 Act. In carrying out my examination I have followed all the applicable Direttions
given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my
attentlDn in connection with the examination giving me cause to believe that in any material
respect-
1 accounting records were not kept in respect of the company as required by settion 130 of
the Charities Act:
2 the accounts do not accord with those records: or
3 the accounts do not comply with the applicable ￿qUirements concerning the form and
content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.
I have no concems and have come across no other matters in connertion with the examination
to which attention should be drawn in this report in order to enable a proper understanding of
thp ac.cnuntg ta bg rpached.
P￿1 Cowham
Signed..
Name:
Date:
4 September 2024
Paul Cowham Accountancy
Withington Works
Withington Baths
30 Burton Road
Manchester, M20 3E8

Burmantofts Community Friends
Statement of Financial Activities
(including summary income and expenditure account)
for the year ended 31 December 2023
Notes
2023
2023
Unrestricted Restricted
funds
funds
2023
Total
funds
2022
Total
funds
Income from:
Charitable activities
Investment income
Total income
84.089
30
84,119
153.931
238.020
30
238,050
163, 192
21
163,213
{41
153,931
Expendlture on:
Charitable artivities
Total expenditure
Net income / (expenditure) for the
year
Transfers between funds
Net movement In funds for the year
151
177 611
177 611
222 339
222,339
134 766
134,766
44,728
39.391
(23.680)
28,447
15,711
53,638
(37,9271
15,711
28,447
Fund balances brought forward
Fund balances carried forward
111 087
126,798
95,290
31,508
111 087
All Incoming resources and resources expended derive from continuing artivbties.

Burrnantofts Community Friends
Balance sheet
as at 31 December 2023
2023
2023
Unrestricted Restricted
2023
Total
2022
Total
Fixod assets
Tangible assets
Totsl fixed assets
1121
457
457
Current assets
Debtors
Cash at bank and in hand
Total current assets
113)
603
6.730
7,333
120 962
128,295
2,831
109 185
112,016
96,217
32,078
Current liabilities:
amounts falling due within one year
Creditors and accruals
Total current liabilities
1141
927
927
570
570
1,497
1,386
Net current assets / (liabilities)
95.290
31.508
126,798
110,630
Net as$ets
95,290
31,508
126 798
111,087
Funds
Unrestricted funds
Restricted funds
Total funds
116)
115)
95,290
95.290
41,652
95.290
31.508
126,798
111 087
The flnancial statements were approved by the board of trustees on
Date:
Slgned..
(Treasurer)
Name
D Forrester

Burmantofts Community Friends
Notes to the accounts for the year ended 31 December 2023
Accountlng policies
The principal accounting policies adopted, judgments and key sources of estimation uncertainty in
the p￿paratIOn of the financial statements a￿ as follows:
a Ba51s of preparatlon
These accounts have been prepared under the historical cost convention with items ￿COOni5ed
The charity constitutes a public benefit entity as defined by FRS 102.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
b Preparation of the accounts on a going concern basls
The trustees consider that there are no material uncertainties about the charitable company's
ability to continue as a going concem.
c Inc¢me
All incoming resources are included in the Statement of Finanoal ALtivtties (SOFA) when the
Income from government and other grants, whether 'capital' grants or 'revenue' grants. IS
recognised when the charity has entitlement to the ftjnds. any performance conditions attached
to the grants have been met, it is probable that the income will be received and the amount can
be measured reliably and is not defer￿￿.
Income received in advance of a provision of a specified service is deferred until the criteria for
income recognitlon are met.
Donated services and facilities
Donated professional services and donated facilities are recognised as income when the charity
On receipt, donated professional SeNi￿S and donated facilities a￿ recognised on the basis of
the value of the gift to the charity which is the amount the charity would have been wTrlling to
pay to obtain services or facilities of equivalent economic benefit on the open market.
corresponding amount is then recognised in expenditu￿ in the period of ￿Ceipt.
e Int¢rest receivable
Interest on funds held on deposit is included when re￿1vable and the amount can be measured
reliably by the charity; this is normally upon notification of the interest paid or payable by the
Bank.
f Fund accountlng
Unrestrirted funds are available to spend on activities that further any of the purposes of
charity.
Deggnated funds are Un￿stricted funds of the charity which the trustees have decided at their
discretion to set aside to use for a specific purpose.
Restricted funds are donations which the donor has specified are to be solely used for particular
areas of the charity's work or for specific projects being undertaken by the charity.

Burmantofts Community Friends
Notes to the accounts for the year ended 31 December 2023 (continued)
Expenditure and irrecoverable VAT
Expenditure is recognised once there is a legal or constructive obligation to make a payment to
a third party, it is probable that settlement will be required and the amount of the obligation
can be measured ￿liably. Expen¢Jiture is classified under the following artivity headings:
Costs of raising funds a￿ those costs incurred in attracting voluntary income, and
those incurred in trading activities that raise funds.
Expenditure on charitable activities comprises those costs incurred by the charity in
the delivery of its activities and services for its beneficiaries. It includes both the
direct costs and support costs ￿ lating to such activits"es.
Other expenditure represents those items not falling into any other heading.
Irrecoverable VAT is charged as a cost against the activity for which the expenditure was
h Allocation of support costs
Support costs are those functions that assist the work of the charity but do not directly
I Operating leases
Operating leases are leases in which the title to the assets. and the risks and rewards of
Tanglble fixed assets
Individual fixed assets costing £250 or more a￿ capitalised at cost and are depreciated
over their estimated useful economic lives on a straight line basis as follows:
Fixtures and fittings
Office equipment
4 years
4 years
k Debtors
Trade and other debtors a￿ ￿CogniSed at the settlement alnount due after any trade discount
offered. Prepayments are valued at the amount prepaid net of any trade discounts due.
I Cash at bank and in hand
Cash at bank and cash in hand includes cash and short term highly liquid investments with a
short maturity of three months or less from the date of acquisition or opening of the dep051t or
similar account.
m Credltors and provision5
Creditors and provisions are recognised where the charity has a present obligation ￿SuItIng
from a past event that will probably result in the trnnsfer ol funds to a third party and the
amount due to settle the obligation can be measured or estimated reliably. Creditors and
provisions are normally recognised at their settlement amount after allowing for any trade
rfisrniinfs diip.
n Financial instruments
The charity only has financial assets and financial liabilities of a kind that qualify as basic
firlancial instruments. Basic financial instruments are initially recognised at transactron value
and subsequently measured at their settlement value with the exception of bank loans which
are subsequently measured at amortised cost using the effettive Inte￿St method.

Burmantofts Community Friends
Notes to the accounts for the year ended 31 December 2023 (continued)
o Pensions
Employees of the charity are entitled to join a defined contribution 'money purchase, scheme.
Legal status of the charlty
The charity is a Charitable Incorporated Oroanisation (CIO) and has no share capital.
Income from charltable actlvlties
un￿StrICted
Restrirted
2023
2022
Leeds City Council
Leeds Cornmunity Foundation (LCF)
Leeds Older People's Forum {LOPF)
Asda
Leed5 Benevolent Society
George Martin Trust
Veolia
Touchstone
Wades Charity
Windmill
University of Leeds
Damaso Ltd.
Donations
Givea Gift
Space 2
Sky
Department of Work and Pensions
Other income
Contributions and sales
60,906
32.989
24.954
55.936
93,895
24,954
57,236
61,506
29,371
23,999
1,000
21,500
3,000
1,000
700
4,000
1,900
1,900
5,000
650
1,300
20.000
3.000
20,000
3,000
3.000
1.000
3,000
1,000
866
868
4,900
4,500
3,300
1,567
280
19,520
4,900
4.500
3,300
1,567
280
19,170
350
7,666
Total
84,089
153,931
238,020
163,192
Total by fund 2022
16,466
146,726
163, 192
un￿strICted
Restricted
Total 2022
Leeds City Counol (LCC) core funding
LCC other grants
£￿￿$ Community Foundation
L￿d5 Older People's Forum (LOPF)
Asda
George Martin Trust
Leeds Benevolent Souety
Veolia
Touchstone
Wades Charlty
WNndmill
unive￿itY of Leeds
Darnasq Ltd.
Donations
Contributions and sales
60,406
800
29,371
23,999
1,000
3,000
21,500
1,000
700
4.000
950
60,406
I,ioo
29,371
23,999
1,000
3,000
21.500
1,000
700
4,000
1,900
1,900
5,000
650
7,666
300
950
1.900
5,000
650
7.666
Total
16,466
146,726
163,192
io

Burmantofts Community Friends
Notes to the accounts for the year ended 31 December 2023 (continued)
Investment Income
Un￿strICted
Restrirted
2023
2022
Income from bank deposits
30
30
21
30
30
21
AnalysSs of expenditure on charitable activities
Total 2023
Total 2022
Staff costs
Accommodation
Project costs
Governance costs (see note 6)
SupDOrt costs (see note 6)
121,361
7,590
42,803
11,003
39,582
88,089
2,473
11,196
1,980
31,028
222,339
134,766
2023
2022
Restricted expenditure
Unrestricted expenditure
177,611
44,728
133,266
1,500
222,339
134,766
Analysis of governance and support costs
Basis of
apportionment
Support
Govemance
Total 2023
Staff costs
Office costs
Independent examination
Legal and professional
Time spent
Staff hours
Staff hours
Staff hours
18,838
20,744
18,838
20,744
800
10,203
800
10,203
39,582
11,003
50,585
Basis of
apportionment
Support
Goveman
Total 2022
Staff costs
Office costs
Independent eXaMinat￿n
Legal and professional
Tinje spent
staff hou
staff hou
Stsff hou
11,454
19.574
11,454
19,574
1,386
594
1,386
594
31,028
1,980
33,008
li

Burmantofts Community Friends
Notes to the accounts for the year ended 31 December 2023 {continued)
14et Income/(expendlture) for the year
This is stated after chargingllcrediting):
2023
2022
Depreciation
Independent examiner's fee
827
1,386
800
Staff cost$
staff costs during the year were as follows-
2023
2022
Wages and salaries
Socia1 security costs
Pension costs
Payroll charges and recruitment
Training and travel
125,342
5,216
7,088
1,255
1,298
88,661
7,024
4,765
840
4,245
140,199
105,535
Allocated as follow5:
Charitable artivities
Support costs
121.361
18,838
94,081
11,454
140, 199
105,535
No employees has employee benefits in ex￿$$ of É60,000 {2022- Nill.
The average number of staff employed during the period was 6 (2022: 5).
The average full time equivalent number of staff employed during the peri¢xl was 4.4 {2022'. 3.4).
The key management personnel of the charity comprise the trustees and the Chief Executive
Officer. The total employee benefits of the key management personnel of the charity Yrfe￿ £35,901
12022.. £33.912).
Trustee remuneration and expenses, and related party transactions
Nelther the management committee nor any persons connected with them received any
remuneration or reimbursed expenses during the year (2022.. Nil).
No members of the fflanagement committee received trdvel or subsistence expenses during the
year (2022:£0).
There are no donations from related parties which are outside the normal course of business and
no restricted donatÈons from related parties.
No tnjstee or other person related to the charity had any personal interest in any contract or
transaction entered into by the charity, including guarantees. during the year12022'. nil).
12

Burmantofts Community Friends
Notes to the accounts for the year ended 31 December 2023 (continued)
10 Government grants
The government grants ￿COgnISed in the accounts We￿ as follows..
2023
2022
Leeds City Council
93.895
61,506
93,895
61,506
There were no unfulfilled conditions and contingencies attaching to the grants
11 Corporation tax
The charity is exempt from tax on income and gains falling within Chapter 3 of Port 11 of the
Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992 to the
extent that these are applied to its charitable objerts. No tax charges have arisen in the charity.
12 Flxed assets: tangible assets
Fixture5 &
fitting5
IT Equipment
Total
Cost
At l January 2023
Additions
1.847
1,456
3,303
At 31 Decernber 2023
1.847
1,456
3,303
Depreciation
At l January 2023
Charge for the year
1,390
457
1,456
2,846
457
At 31 December 2023
1.847
1,456
3,303
Net b¢)ok value
Al 31 Oecember 2023
At 31 December 2022
457
457
13 Debtors
2023
2022
Debtors
Prepayments
6.810
523
2,480
351
7.333
2,831
13

Burmantofts Community Friends
Notes to the accounts for the year ended 31 December 2023 {continued)
14 Creditors: arnounts falling due wlthln one year
2023
2022
Other creditors and accruals
1,497
1,386
1.497
1,386
15 Analysis of movements in restricted funds
t5aiance at
31
December
2023
Balance at
l January
2023
Income
Expenditure
Transfers
Advancecare
Asda
Covid response
Digital sUPPOrt
projects
Enhance
Gardening Group
George Martin Trust
500
(500)
(524)
(5,000)
524
5,000
9.840
1,211
29,728
43,071
1,000
3,000
(20,103)
(35.393)
(1.000)
(4,481)
(5,722)
(7,038)
13.743
1,851
1.481
Hatchwell
Jimbo's Fund
LCC ASC
Leeds Benevolent
Society
Let's Talk Transport
Lunch Clubs
MICE
Resilience
Sky
Stay Well This Winter
Taxi East
Trips Fund
Wades
Wellbeing Fund
4,900
{4,043)
{2,892)
(38,735)
{857)
2,892
38.735
8.348
424
3,255
loo
20,000
(20,317)
1424)
(3,405}
{ioo)
{13,9411
(3,300)
{10.975)
(67)
{ 1,352)
{6,514)
{4,545)
8,031
4.685
300
15,000
3.300
12,365
4,535
300
1,059
1,229
67
(630)
1,989
1,352
3,000
6,730
3,514
(2,185)
Total
69,435
153,931
(177,611)
{14,247)
31,508
14

Burmantofts Community Friends
Notes to the accounts for the year ended 31 December 2023 (continued)
15 Analysls of movements in restrirted funds (continued)
aiance ai
31
December
2022
Balance at
l January
2022
Previous reportin9 pej
Income
Expenditu
TransfeR5
Asda
Mencap Leeds
Covid response
100% digital
Enhance
Gardening fund
George Martin Trust
Jimbo s Fund
jubil￿ Party
LCC ASC
Leeds Benevolent
Society
Leeds Quaker
Meeting fund
Lunch Clubs
1,010
1,445
7,742
1,000
(1,486)
(1,445)
(7,742)
(660)
(19,413)
(612)
(1.519)
(7,312)
(5,927)
(56,541)
524
10.500
22,499
9,840
1,211
(1.875)
612
3,000
10,828
5,927
60,406
1,481
2,892
(624)
34,870
38,735
20,000
(11.652)
8,348
228
2,296
(228)
(1.657)
2,616
3,255
NICE
RERF
Let's falk Transport
TaKi East
Touchstone
Trips Fund
Wades
Wellbeing Fund
Stay Well This Winter
wrpc Comm55ioner
400
1.000
1,500
400
700
950
4,000
(300)
(1,000)
(1,076)
(333)
(700)
(1,568)
(486)
(2, 185)
(8.641)
(783)
loo
424
67
618
3.514
(2,185)
1.229
8,870
783
1,000
Total
58,474
146,726
(133.266)
(2,499)
69.435
15

Burmantofts Community Friends
Notes to the accounts for the year ended 31 December 2023 (continued)
18 Analy$is of net assets between funds
General
fund
Restricted
funds
Total
Tangible fixed assets
Net current assetslllrabilities)
Creditors of more than one year
95,290
31.508
126.798
Total 2023
95,290
(14,247)
126,798
Genernl
fund
Restrirted
funds
Total
Tangible fixed assets
Net current assets/(liabilities)
C￿ditO￿ of more than one year
457
41. 195
457
110,630
69,435
Total 2022
41,652
69,435
111.087
19 Contingent assets
There were no contingent assets.
20 Contlngent liability
There We￿ no contingent liabilities.
21 Post b31ance sheet events
There We￿ no significant post balance sheet events.
17