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2024-12-31-accounts

Quaker Community Bamford

Charity number 1178584

Trustees Report 2024

Quaker Community Bamford

Charity number 1178584

Trustees Report 2024

Our 2023 report explained the history, context and discernment process that led Trustees to decide to sell the current buildings and land, and use the funds raised to pursue our charitable objectives in other ways.

Activities and fulfilment of Charity purposes

In 2024 the Trustees focused on disposing of the property and finding a way forward for the Charity, working with the Way Forward Group of former Community members, other Friends concerned with the future work of the Charity, local Quakers and other local residents.

2024 began with tenants and property guardians resident on site and ongoing practical work to prepare the property for disposal. This included removal of asbestos from the basement of Main House, and Trustees obtaining advice about carrying out the property disposal in compliance with charity law. The property was placed on the open market in July 2024.

Way Forward Group meetings continued online and in person to explore ideas and proposals for the future work of the Charity.

In November 2024 trustees and the Way Forward Group met for a residential weekend to review the options and proposals for the future of the charity. The concluding minute of the meeting is reproduced below as it sums up the journey of 2024 and reflects the position we have reached as a result.

Way Forward Group 9[th] /10th November 2024

Concluding Minute

Fifteen Friends have met at the former Quaker Community in Bamford, over the weekend of 9[th] and 10[th] November 2024. We include members of the original group who established the Community in 1988, others who have lived here over the years, Friends who joined the Way Forward Group because they feel called to be part of our future work, and members and attenders of Hope Valley Local Meeting.

We have asked together:

In our worship, worship sharing, Experiment with Light, and threshing sessions we have reflected on the current state of the world and its people, and what we might be called to offer at this time, as a charity and an extended community.

We share a sense of crisis or collapse in wider society and structures including Quaker organisations, as well as in the climate and Earth systems. The American elections and ongoing wars are in our

2

Quaker Community Bamford

Charity number 1178584

hearts and minds this weekend. We also have a strong sense of the need for young people to develop their agency at this time, and of our responsibility to offer what we can in support.

Eighteen months ago, there did not seem to be sufficient energy to renew the Quaker Community in Bamford. The Way Forward Group and Trustees could see no viable alternative to selling the land and buildings. In July this year the property went on the market, but there have been no concrete offers so far. Meanwhile many people have come forward, bringing a sense of how much the place is cherished and a strong wish to see some form of continuing Quaker presence here.

Without a prophetic dream, the people come undone (Proverbs 29:18). Without a vision to inspire, it has been hard to draw new people and resources into our work. We are beginning now to feel that we do have such a vision. We will need to test its resonance with other people, elaborate the financial and practical details, and learn and adjust. Some of us are ready now to commit to taking it forward.

Part of our way forward is respect for our different perspectives and contributions, whether we are more focused on the vision, the practicalities, the finances or the relationship building.

We experience this as a thin place, an important place. People speak of it as magical and beautiful, and have found healing and transformation here. In future, a community here could become a focal point and beacon for rewilding Quakerism and re-invigorating it as a movement, as well as rewilding the land and strengthening people’s connection with and understanding of nature. It has the capacity to be prophetic to Friends and the world at a time when society is falling apart.

We are particularly drawn to a new focus on providing community opportunities for young people, enabling them to develop spiritual grounding, connection with nature, ways of living that are part of positive change, relational awareness and skills, capacity for working with conflict, and discernment of their own leadings for engagement in the world. One possibility in the short term would be a community of young adult Quakers which might lead to wider partnerships, and to including young adults from a variety of backgrounds. A young adult community could be the focal point for our extended community, providing opportunities to learn what is needed from us as supporters, elders and mentors.

Whatever we do will need to be developed in partnership with any other organisations and young adults involved.

We have received a proposal from a collective led by The Visionaries and Revoke, to establish the site as a sanctuary for reflection, regenerative practices, shared living and meaningful community connection, focused on working with young people. This weekend they have had the opportunity to see the land and buildings. We have met with them, asked each other questions and had the opportunity to respond. We welcome the potential for a partnership with them including our own vision for the Quaker Community Bamford future. We will need to find out more about them and their projects, and to establish what the partnership might look like in practice and how it can be tested as a way forward. We encourage the trustees to continue the conversation with the collective.

We do not feel that now is the time to offer the property for sale to [name of potential purchaser redacted] .

We will continue meeting online as the Way Forward Group to support the trustees in their discernment.

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Quaker Community Bamford

Charity number 1178584

Public benefit

In our deliberations about the future work of the Charity and in preparing this report the Trustees have had regard to the Charity Commission’s guidance on public benefit.

Financial Review

Our 2024 accounts reflect the fact that we were carrying out minimal charitable activities while arranging for the disposal of the Charity’s land and buildings.

It has recently been suggested that since our use of the property to carry out our charitable activities is minimal, it could be considered as an investment property and it is shown as such in the 2024 accounts. The Trustees are currently seeking advice as we are holding the property with the intention of disposal as soon as possible while recovering mortgage, repair, maintenance and running costs as far as possible through short term rentals and property guardianships, and not to achieve a return on investment.

Net expenditure before exceptional items was £4,225.29.

The Trustees obtained a valuation of the property in preparation for disposal in September 2023. This is the first formal valuation of the property since its purchase by the Sheffield Quaker Community Ltd housing cooperative in 1988, resulting in a substantial unrealised gain as shown in the accounts.

Income and expenditure

Our main income in 2024 was in the form of rent from assured shorthold tenancies and licence fees from property guardians, totalling £53,008.

Expenditure

Our expenditure on charitable activities in 2024 was minimal. Our main outgoings were property costs totalling £56,264, including mortgage interest, utilities and services, repairs and maintenance.

Funds and Reserves

Quaker Community Bamford has held funds in reserve to cover periods when outgoings exceed income, and to cover any major building repairs not covered by our insurance. In the past they have also smoothed fluctuations in income and expenditure.

All our funds are unrestricted as the money has been generated by the Charity, rather than given by earmarked grants etc.

The General Fund includes all our working capital and other money available for spending. At the end of 2024 we have general funds of £9,635.

Designated funds are held for specific purposes determined by the trustees.

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Quaker Community Bamford

Charity number 1178584

The Maintenance Reserve Fund is available for property costs. We draw from this fund the cost of all repairs and any maintenance that does not follow a regular annual cycle. The fund is replenished by a flat rate allocation from the general fund expenditure of £2,000 per year. If needed, it is also topped up from generated surplus. At the end of 2024 after fund movements it stood at £29,384.

In the 2024 accounts, we have two classes of fixed assets: the land and buildings are shown as an investment fixed asset while the furniture and equipment are tangible fixed assets. Both types of fixed assets are held in the Capital Assets Fund at net book value, minus the remaining mortgage.

Net book value is the historical cost including the cost of any improvements and less depreciation on the furniture and equipment. This fund holds the money that is tied up in these assets and which is not available for spending unless the assets were sold. At the end of 2024 it was £217,537.02.

The Revaluation Reserve Fund holds the unrealised gain on the land and buildings. It is the difference between the valuation of the building in September 2023 at £1.9 million and the net book value of £361,880. It represents money which is tied up in the property and not available for spending. The unrealised gain would turn into a realised gain if and when the property is sold.

Plans for future periods

During 2025 the Trustees focused mainly on working towards the disposal of the property. We hope to complete this in 2026. In September 2025 a Way Forward Group meeting was held at the property and we are continuing to clarify priorities for future work of the Charity once the disposal is completed.

5

Quaker Community Bamford

Charity number 1178584

Risk Register

Risk Register
Risk description Risk level Actions to mitigate
Lease negotiations with The Collec-
tive fall through
Medium Property will need to go back on the market
Financial reserves insufficient to
last time taken to dispose of prop-
erty
Letting all parts of property at market rent
Request mortgage holiday from Building Society
Seek donations and loans
Reputational damage if Trustees
sell the property to a buyer whose
activities would conflict with the
purposes of the Charity
Medium Working with our stakeholders in the Way Forward
Group to keep them informed of progress in mar-
keting the property and to work through concerns
and tensions in relation to the sale.
Urgent maintenance or repair re-
quirements beyond our financial
reserves
Medium Routine maintenance to keep premises in good re-
pair.
Our building insurance covers most major risks but
not subsidence.
We have had repeated surveyors’ assessments of:
• the retaining wall behind Caretakers House
• cracks in the lean-to extension behind
Caretakers House
• cracks in the porch of Main House.
Trustees have been reassured that these are not
cause for concern.
Legal liabilities
Trees fall on railway track
Visitors to the property injure
themselves
Low Our insurance cover includes legal liability.
We have allowed Network Rail to cut back vegeta-
tion and trees at the boundary.
We warn any visitors that the property is not being
maintained as well as in the past and that they
should take care, e.g. of trip hazards on the land.
Reduction in income due to ten-
ants or property guardians leaving
Medium Seeking new tenants or property guardians as nec-
essary
Failure to agree on future purposes
and activities
Low Trustees and Way Forward Group continuing to
meet to clarify options.

6

Quaker Community Bamford

Charity number 1178584

Structure, Governance and Management

During 2024 the Charity was wholly managed by its volunteer members and trustees and had no employed staff. Throughout 2024 property guardians were resident on site providing a ‘caretaker’ function and liason with trustees. At the end of 2024 the charity’s organisational structure consisted of the trustees only with property guardians providing some volunteer assistance in terms of practical tasks at the property.

No members of the charity receive pay or remuneration or are employed by the charity. The terms on which community members and volunteers live at the Community, including rent payable, are determined by the trustees. The charity is not affiliated to an umbrella group, but operates within the principles of the Religious Society of Friends (Quakers) in Britain and is a Recognised Quaker Group.

In our deliberations about the future work of the Charity and in preparing this report the Trustees have had regard to the Charity Commission’s guidance on public benefit.

Trustee meetings were held fortnightly throughout 2024. No decisions were taken at Trustees meetings unless a quorum of Trustees was present. Meetings were conducted in accordance with the principles of the Religious Society of Friends and the provisions of the current edition of the book of Christian Discipline of the Yearly Meeting of the Religious Society of Friends (Quakers) in Britain as outlined in the constitution.

Trustees seek and receive advice as necessary from the Religious Society of Friends (Quakers) in Britain, our solicitors, surveyors and the Way Forward Group.

From November 2023 all administration was carried out by the trustees. However in July 2024 it was agreed to pay for bookkeeping services.

Property Guardians moved into the Main house in December 2023, carrying out some voluntary work for the Charity under the guidance of the trustees.

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Quaker Community Bamford

Charity number 1178584

Reference and Administrative Details

Banking:

Triodos Bank UK, Deanery Rd, Bristol BS1 5AS. Ecology Building Society, Ellis House, 7 Belton Road, Silsden, Keighley, W. Yorkshire, BD20 0EE.

Solicitors : Russell-Cooke Solicitors, 2 Putney Hill, London, SW15 6AB.

Chartered Surveyor : Bagshaws, The Agricultural Business Centre, Bakewell, DE45 1AH.

Auditor or Independent Examiner :

John Hollis, Ashmeade, Edale Road, Hope, Derbyshire, S33 6ZF.

The charity has no investments and therefore does not require an investment advisor.

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Quaker Community Bamford Charity number 1178584

Final Accounts to 31 December 2024

Date Printed 10/31/2025

Quaker Community Bamford Charity Number 1178584 Independent Examinerfs Report I have examined the Income and Expen¢Jiture A¢¢ount plus Balance She agreement with the records of the Quaker Community Bamford. I have I information and explanations which were necessary for the review. In my opinion, the Accounts show a true and fair view of the Communrt. Expenditure for the year ending 31 December 2024 in stating a net moven £1,533,895. John Hollis FCCA 2111012025

et which are in )btained all the y's Income and ient of funds of

Quaker Community Bamford

Charity number 1178584

Annual Accounts for the year 1 January to 31 December 2024

Statement of Financial Activities

Income
Note
Donaton Income
Charitable Actvites
Other Income
Other Trading
2
Expenditure
Charitable Actvites
Governance Costs
Fund-raising
Property Costs
3
Net income/(expenditure)
Exceptonal Income
Gains on the revaluaton of fxed assets
8
Fund Movements
Net movement in funds
Funds Brought Forward
Total funds carried forward
General
Designated
2024 Total
£
156
-
156
-
-
-
54,209
-
54,209
-
-
-
54,365
-
54,365
2,095
-
2,095
181
-
181
50
-
50
41,794
14,470
56,264
44,120
14,470
58,590
10,245
(14,470)
(4,225)
1,538,120
1,538,120
(22,178)
22,178
-
(11,933)
1,545,828
1,533,895
21,568
239,213
260,782
9,635
1,785,041
1,794,676
2023
£
1,195
13,702
27,603
53
42,554
57,002
158
362
57,522
(14,969)
-
(14,969)
275,750
260,782

Quaker Community Bamford

Charity number 1178584

Annual Accounts for the year 1 January to 31 December 2024

Balance Sheet as at 31 December 2024

Fixed Assets
Tangible Fixed Assets
Investment Property Fixed Assets
Total fxed assets (note 4)
Current Assets
Debtors
Cash at Bank and in hand
Total current assets
Net current assets (note 5)
Total assets less current liabilites
Net Assets or (Liabilites)
Represented by
Funds of the Charity (note 7)
Of which : General
Designated
Restricted
Creditors: amounts falling due within one year
Mortgage(note 6)
2024
£
50,437
1,900,000
1,950,437
2,115
39,588
41,703
2,684
39,019
1,989,457
194,780
1,794,676
9,635
1,785,041
-
1,794,676
2023
£
416,368
416,368
2,057
51,492
53,549
3,294
50,255
466,623
205,841
260,782
21,568
239,213
-
260,782

Signed copy Quaker Community Bamford Charity number 1178584 Annual Accounts for the year l January to 310ecember 2024 Balance Sheet as at 31 December 2024 2024 Foxed Assets Tangible Fixed Assets Investment Property Fixed Assets 50,437 1.900,O¢J) Totolfixed assets (note 4J 1,950,437 Current Assets Debtor5 Cash at Bank and in hand 2,115 39,588 41.703 Total current ossets Creditors.. amounts falling due within one year 2.684 Net turren¢ a$5ets Inote 5) 39,019 Total qssets le55 current liobilitie5 1,989,457 MortEa£e {note 61 194.780 Net Assets or (Liabilities) 1.794.676 Represented by Funds of the Charlty (note 7) Of which General Desi8nated e5tricted 9.635 1.785.041 1,794.676 (J Signed by the treasurer Zee-zee Heine

Ana on Denair oi ali OT tne I ru5tees Laufie Michaelis Trustee

2023 416,368 416,368 2,057 51,492 53,549 3,294 50,255 466,623 205,841 260,782 21.568 239,213 260,782

Quaker Community Bamford

Charity number 1178584

Annual Accounts for the year 1 January to 31 December 2024

Note 1 Accounting Policies

(agreed at a Board of Trustees meeting on 29 September 2025 and 13 October 2025)

1.1 These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value.

1.2 The accounts have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities and in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 10 September 2024 and with the Charities Act 2011.

1.3 These accounts have been prepared using the going concern principle, as we are continuing as a charity for the year ahead.

1.4 The accounts have been prepared to present a true and fair view of the financial state of the charity.

1.5 The accounts have been prepared on the accruals basis.

1.6 Recognition of income: income is included in the Statement of Financial Activities (SoFA) when the charity is entitled to the money and the money has been received by the time of the independent examination or is reasonably expected to be received.

1.7 Offsetting: There has been no offsetting of assets and liabilities, or income and expenses.

1.8 Donations: donations are included in the accounts when received.

1.9 Gift Aid: we did not have a gift aid scheme.

1.10 Donated Goods: donated goods are not included in the accounts because they are second hand and because they are not sold, so the value cannot reliably be measured. Donated goods are usually soft furnishings such as sheets, towels and curtains and furniture. They are either used for the work of the charity or passed on to another charity.

1.11 Donated services: all the members, volunteers and property guardians living at the property give a large amount of time to the work of the charity. Retreatants, guests and day visitors also donate their time to the work of the charity. All this work is not included in the accounts as it cannot be reliably measured. The value of this voluntary help is described in the trustees’ annual report.

1.12 Associate Membership subscriptions are shown in the accounts as donations, because there is no material benefit.

1.13 Governance and support costs: Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice. Support costs are normally central functions and are normally allocated to activity costs. As we are a small charity, we have no central functions and only one activity cost category, so there is no need to split support costs between different activities.

1.14 In different parts of 2023 two trustees lived at the property, and together with other residents carried out the work of the charity (on a voluntary basis). In the later part of 2023 other residents and non resident trustees carried out the work of the charity. See the annual report for more details.

1.15 Deferred income: No item of deferred income is due or has been included in the accounts.

1.16 Tangible fixed assets are for use by charity to carry out its charitable purposes. These are capitalised if they can be used for more than one year, and cost at least £100. Tangible fixed assets are valued at cost. These assets are depreciated using the straight line method over the following years:

Furniture and equipment: at 20% per annum or over 5 years. Refurbishments, major repairs, and cyclical maintenance are depreciated at 6.25% 16

per annum or over 16 years. In line with SORP regulations, depreciation is not provided on investment property measured at fair value.

1.17 Stock: the stock of food and other consumables including cleaning materials and toilet paper are valued at the purchase cost. These were either used up or sold off in summer 2023, as there is no longer a community living in the property. 1.18 Debtors: Debtors are measured at the amount due, unless receipt of the income is in doubt. See above note about income. Accrued expenses are proportioned between accounting periods.

1.19 Funds: Our general fund and all our funds in 2024 are unrestricted funds. Designated funds are where we have set money aside for a particular purpose. There are no restricted funds.

1.20 At a meeting of the Trustees of the Charity held on Tuesday 13 June 2023 the following minute was recorded.

' It is clear there are insufficient people willing to join the community and it cannot continue in its present form. We will therefore explore selling the current building and land, and use the funds raised to pursue our charitable objectives in other ways. '

See Annual Report for more details.

1.21 As the residential community ceased in 2023, trustees started to arrange for the disposal of the property. But the property disposal was being a slow process, so trustees arranged for a mix of tenants and property guardians to live in the property whilst arrangements were made for its disposal. This was to help cover the cost of the mortgage and other necessary expenditure. There was never an expectation that rental income would cover cost or provide a surplus for the charity. This makes the land and buildings an investment property according to SORP, as for the whole of the reporting period the charity did not use the land and buildings for its charitable purposes.

1.22 Properties used to carry out the charitable purposes are tangible fixed assets: whereas investment properties are fixed asset investments. Investment properties are required to be shown at a fair value, determined by a valuation by an independent valuer who holds a recognised and relevant professional qualification and has recent experience in the location and class of the property being valued.

1.23 This was done by ED Lawley BSc (hons), MRICS, FAAV, of Bagshaws Limited Liability Partnership on 8 September 2023. He has been a professional member of the Royal Institute of Chartered Surveyors (RICS) since 2002 and is a RICS Registered Valuer. He has sufficient local and national knowledge of the particular market and the skills and understanding to undertake the valuation competently. 1.24 The valuation was made in accordance with the Royal Institute of Chartered Surveyors (RICS) valuation – Global Standards and UK National Supplement (The Red Book) and conforms with the requirements therein.

1.25 On 8th September 2023 the property was valued at £1.9 million. This valuation has been applied to the land and buildings. There was no valuation in the accounting period of these accounts. Prior to applying the unrealised gain, the land and buildings were shown at a historical cost of £361,880.08 based on the purchase price of the property in 1988 plus additions and improvement since then. The property was gifted to the Charity in 2018 and no valuation has been carried out since then.

1.26 Revaluation of the investment property: In the fifth accounting period after the most recent full valuation, (so currently during 2028) trustees will make an estimated valuation by comparing the value of similar properties on the market in the area and by applying statistics on property fluctuations. Trustees will have a more formal review and valuation in the tenth year, or when the property is sold if sooner.

1.27 Realising an investment property at its full market value is far more restricted than for other classes of investments. For example in 2024 we had the property on the market for four months and did not get any serious offers. Trustees are considering various options to secure the asset's value for the charity. 1.28 The valuer, ED Lawley, has recent experience in the location and class of the property that was valued, and the skill to undertake the job competently. The property market can be slow for certain types of properties and various options

property market can be slow for certain types of properties, and various options are being considered to secure the asset's value for the charity. 1.29 The property will be formally revalued every 10 years by a professional valuer, and as an interim measure trustees will make an informed view on the 5th anniversary of a formal valuation by comparing the value of any similar properties on the market in the area, and by applying statistics on property fluctuations within the 5 year period. 1.30 The Trustees have agreed that a depreciation charge is not considered to be appropriate given the anticipated increase in the property values. 1.31 We do not consider our land and buildings are an investment property, but we are following our independent examiner’s advice to show them as an investment property in the 2024 accounts, while we seek further advice.

Quaker Community Bamford

Charity number 1178584

Annual Accounts for the year 1 January to 31 December 2024

Note 2 Income

General
2024 Total
£
Donaton Income
Grants
-
-
-
Donatons
64
-
64
Associate Members
92
-
92
Guest Food
-
-
-
sub total
156
-
156
Charitable Actvites
Retreats Gatherings and Events
-
-
-
Self caterers: house huts & camping
-
-
-
Outside groups
-
-
-
Room Hire
-
-
-
sub total
-
-
-
Other Income
Rent from all residents
53,008
-
53,008
Family members and personal guests
-
-
-
Food bought by residents
-
-
-
Interest Received
1,063
-
1,063
Way-leaves
138
-
138
sub total
54,209
-
54,209
Other Trading
Sales of cards etc.
-
-
sub total
-
-
-
Total Income
54,365
-
54,365
Designated
2023
£
-
327
326
542
1,195
-
11,949
633
1,120
13,702
24,108
1,439
621
1,300
136
27,603
53
53
42,554

Quaker Community Bamford

Charity number 1178584 Annual Accounts for the year 1 January to 31 December 2024

Note 3
Expenditure
Charitable Actvites
Mortgage Interest
Metered Utlites: water gas electricity
Phone, broadband Insurance and council tax
Depreciaton
DIY Maintenance
Repairs and Maintenance
Household Durables
Outside Contractors
Managing Agent’s Fees
Expenses relatng to Tenants & Guardians
Land and Garden
Subscriptons to publicatons
Ofce Costs And Bank Charges
Food for Retreats and events
Bookkeeping
Grants Paid
Fees relatng to Selling the Property
Governance Costs
Independent examinaton expenses
Trustees Travel
Corporaton tax advice
sub total
Fund-raising
Website
sub total
Other Expenditure: Property Costs
Mortgage Interest
Metered Utlites: water gas electricity
Phone, broadband Insurance and council tax
Depreciaton
DIY Maintenance
Repairs and Maintenance
Outside Contractors
Managing Agent’s Fees
Land and Garden
Total Expenditure
Other informaton:
General Designated 2024 Total
£
£
£
-
-
-
-
-
-
17
17
-
-
-
-
-
-
-
877
-
877
0
-
-
-
-
0
-
-
1,200
-
1,200
2,095
-
2,095
100
-
100
81
-
81
-
-
-
181
-
181
50
-
50
50
-
50
13,289
-
13,289
12,443
-
12,443
9,958
-
9,958
13,168
13,168
128
-
128
930
930
1,448
372
1,820
4,398
4,398
130
-
130
41,794
14,470
56,264
44,120
14,470 58,590.01
2023
£
12,539
11,525
9,581
12,994
131
1,137
25
1,292
1,203
60
306
5
370
2,165
-
63
3,606
57,002
30
-
-
30
-
-
57,032

All our publicity, such as our brochure and website, is also our fund-raising as it attracts visitors, guests and resident trustees which are our main forms of income. Note: Land and Building expenditure costs are showing under “Other Expenditure” as in 2024 it was not used for directly charitable purposes. See note 1.21 for details.

Quaker Community Bamford

Charity number 1178584 Annual Accounts for the year 1 January to 31 December 2024

Note 4

Fixed Assets

There are only two classes of fixed asset and only one class of investments as liste

Tangible Fixed Assets

year
Cost brought forward
Additons
Less Disposals
Revaluatons
Cost carried forward
Depreciaton b/f
Less Disposals
Charge for the year
Depreciaton c/f
Net Book Value
31/12/ 2023
Net Book Value
31/12/ 2024
2024
2024
Cyclical
Furniture &
Building work Equipment
6.25% SL
20% SL
233,614
33,565
0
851
0
-2,341
233,614
32,075
177,317
27,108
0
-2,341
10,064
3,104
187,381
27,871
56,297
6,457
46,233
4,204
2024
Total
Tangible
Assets
267,179
851
-2,341
265,689
204,425
-2,341
13,168
215,252
62,753
50,437
2024
Land &
building
not depreciate
353,614
8,266
1,538,120
Investment
Fixed Asset
1,900,000
353,614
1,900,000

Other information:

In 2018 wen we became a charity all the assets were donated to us by the Sheffield Housing Co-op.

d below.

Quaker Community Bamford

Charity number 1178584

Annual Accounts for the year 1 January to 31 December 2024

Note 5 Net Current Assets

Debtors
Debtors
Prepayments
sub total
Cash
Triodos Current account
Saving account Ecology BS
sub total
Total current assets
Creditors
Accrued Expenses
Income in advance
sub total
Net Current Assets
2024
£
3
2,113
2,115
4,211
35,377
39,588
41,703
2,660
24
2,684
39,019
2023
£
2,057
2,057
4,651
46,841
51,492
53,549
3,294
-
3,294
50,255

Note 6 Long Term Liabilities

The Mortgage is from the Ecology Building Society and secured on the land and buildings. The amount due in one year will be about £11,000 and within five years about £55,000.

Quaker Community Bamford

Charity number 1178584

Annual Accounts for the year 1 January to 31 December 2024

Note 7

Funds

2024 Fund movements
Unrestricted Funds
General Fund
Designated Funds
Maintenance Reserve Fund
Capital Assets Fund
Revaluaton reserve Fund
Restricted Funds
The charity has no restricted funds
2023 Fund movements
Income
Expense
21,568
54,365
44,120
(22,178)
9,635
28,686
-
1,302
2,000
29,384
210,527
-
13,168
20,178
217,537
-
1,538,120
1,538,120
-
-
Funds
Brought
Forward
Exceptonal
I&E and
Transfers
Closing Fund
Balance
260,782
54,365
58,590
1,538,120
1,794,676
Income
Expense
Transfers
Brought
Forward
Carried
Forward
275,750
42,554
57,522
-
260,782

Funds

Unrestricted Funds

The General Fund is available for spending.

Designated Funds

The Capital Assets Fund is the amount of funds tied up in land buildings and other fixed assets. Unless these assets were sold, this money is not available for spending. The total of this fund is equal to the net book value of the fixed assets see note 4, less the amount of the mortgage still to be paid, see long term liabilities.

The Revaluation Reserve Fund holds the amount of unrealised gain on the investment property, see note 8 for details.

The Maintenance Reserve Fund is used for irregular maintenance, one off repairs, and larger items of maintenace such as the electrical installation condition report.

Quaker Community Bamford

Charity number 1178584

Annual Accounts for the year 1 January to 31 December 2024

Note 8 Land and Buildings as a Fixed Asset Investment Revaluation of the fixed asset investment property

At 1 January 2024
Additons
Total Historic cost prior to revaluaton
Current value of investments
Unrealised gains on the revaluaton of fxed assets
£
353,614
8,266
361,880
1,538,120
1,900,000

Quaker Community Bamford Charity Number 1178584 Independent Examine¢s Report I have examined the In¢ome and Expenditure Account plus Balance She greement with the records of the Quaker Community Bamford. I have information and explanations which were necessary for the review. In my opinion, the Arxounts show a true and fair view of the Communtt Expenditure for the year ending 31 December 2024 in stating a net moven £1,533,895. John Hollis FCCA 2111012025

et which are in Dbtained all the y's Income and nent of funds of