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2023-03-31-accounts

Charity Registration Number: 1181125

PRIMROSE BANK COMMUNITY ASSOCIATION A Charitable Incorporated Organisation (CIO)

TRUSTEES’ ANNUAL REPORT AND FINANCIAL STATEMENTS

For The Year Ended 31 March 2023

PRIMROSE BANK COMMUNITY ASSOCIATION

CONTENTS

Page
Members of the Board and professional advisers 2
Trustees Annual Report 3-9
Independent Examination 10
Receipts and Payments Accounts 11
Statement of Assets and Liabilities 12
Notes to the financial statements 13-14

PRIMROSE BANK COMMUNITY ASSOCIATION

MEMBERS OF THE BOARD AND PROFESSIONAL ADVISORS

Registered Charity Name Primrose Bank Community Association
Charity Number 1181125
Registered Office 9 Magnolia Gardens
Oldham
OL8 1HX
Trustees Janette Wade (Secretary)
Carol Taylor
Syed Maruf Ali (Treasurer)
Shamin Miah
Shoab Akhtar
Javerya Naz
Moyrum Bibi
Paul Doherty (appointed 21/12/22)
Ryan Smith (resigned 18/10/22)
Accountants Community Accounting Lancashire C.I.C.
Foxfields
9 Norley Close
Chadderton
Oldham
OL1 2RA
Bankers Virgin Money
47 Market Place
Oldham
OL1 3AB

Trustees’ Annual Report for the period 1[st] April 2022 – 31[st] March 2023

Charity name: PRIMROSE BANK COMMUNITY ASSOCIATION

Charity registration number: 1181125

Objectives and Activities

SORP
reference
Summary of the
purposes of the charity
as set out in its
governing document		 Para 1.17 Primrose Community Association Constitution
To further or benefit the residents of Werneth and Medlock Vale wards
and the neighbourhood without distinction of sex, sexual orientation,
race, or of political, religious or other opinions by associating together the
said residents and the Local Authorities, voluntary and other
organisations in a common effort to advance education and to provide
facilities in the interests of social welfare for recreation and leisure time
occupation, with the objective of improving the conditions of life for the
residents.
In furtherance of these objects but not otherwise, the trustees shall have
power to establish or secure the establishment of a community centre
and to maintain or manage or co-operate with any statutory authority in
the maintenance and management of such a centre for activities
promoted by the charity in furtherance of the above objects. Nothing in
this constitution shall authorise an application of the property of the CIO
for the purposes which are not charitable.
Summary of the main
activities in relation to
those purposes for the
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.		 Para 1.17 and
1.19		 The trustees use the Primrose Community Centre for board meetings
and to run activities. This year the centre has remained fully open for the
full year.
Education
ESOL – classes organised through WEA (Workers Educational
Association) have been running twice a week, with attendance numbers
back to normal from before COVID.
Maths and English tuition provided by Rising Stars has ran weekly
Sunday sessions for ages 4-16 year-olds..
Health and wellbeing
The Oldham branch of Parkinson’s UK use the Primrose Centre for their
meetings three times per month.
Messy play for babies and toddlers referred by the Royal Oldham
hospital continue to run monthly sessions.
Oldham private child minders continue to use the centre for pre-school
children to play on a weekly basis.
ABL Health run a weekly weight management class for GP referrals
which started in January 2022.
NHS Diabetes Prevention Programme are running sessions at the centre.
Mahdlo Youth Zone run weekly youth sessions on Monday evenings..
The Oldham Food Cycle Hub which provides free vegetarian meals on a
weekly basis has seen a steady rise in numbers over the past year. After
COVID, numbers dropped to 5 or 6 people per week, but numbers have
increased to 35-40 people each week.
The Community Fridge, which provides free fruit, veg and bread for
anyone struggling financially, continues to give out approximately 10
large trays of food per week.
In May 2022 the centre was used as a polling station.
Statement confirming
whether the trustees
have had regard to the
guidance issued by the
Charity Commission on
public benefit		 Para 1.18 The trustees have received guidance issued by the Charity Commission
on public benefit. The objects for which the charity is established for the
public benefit are:
To continue to provide activities that increase skills, improve health and
wellbeing, reduce social isolation and support people to improve their
quality of life. Grants are available to groups and organisations aiming to
provide services for the public benefit in accordance with our constitution.

Additional information (optional) You may choose to include further statements where relevant about:

SORP
reference
Policy on grant making Para 1.38 Groups that were successful in obtaining Primrose Community Funding
are:
•
GM Saw– received £500 for health & wellbeing sessions ran by
ABL Health, and weekly Zumba sessions
•
Jacqui Haslam (GM Police)– received £420 to help young
people in care to access local gyms
•
Hafizan Zaman (UKEFF)– received £500 funding to run a
Summer weight loss programme at the Primrose Centre through
Bhangracize/Zumba sessions
•
Shamim Miah– local resident received £250 funding towards a
Queen’s Platinum Jubilee street party
•
Michael Hughes– local resident received £500 to set up a
community garden for the local community to get involved with
•
NXGN Sports Academy– received £320 funding to run football
and sports sessions for young children
Policy on social
investment including
program related
investment		 Para 1.38 We don’t currently have a social investment policy, but we invest in the
community, supporting them with resources not only through funding, but
with things like a place to meet, sharing knowledge, learning and skills.
We work with local organisations to make sure they can work with us to
support people.
Contribution made by
volunteers		 Para 1.38 Lynne Anderson, an employee of Great Places supports the CIO with
office administration, reception work and the finances.
Paul Maybury, our volunteer caretaker helps with the day-to-day running
of the centre. He helps with cleaning, emptying bins, DIY jobs around the
centre, setting out the room for groups and parties, opening and closing
at weekends and evenings and anything else that is needed.
We have a group of 8 ladies who support the centre with running
activities and events. They help with planning activities, gardening,
refreshments, running the community fridge and cleaning.

Achievements and Performance

SORP reference
Summary of the main
achievements of the
charity, identifying the
difference the charity’s
work has made to the
circumstances of its
beneficiaries and any
wider benefits to
society as a whole.		 Para 1.20 An event was held to celebrate the Queen’s Platinum Jubilee, which
included arts & crafts, cupcake and plant pot decorating, planting a tree
and finishing with a buffet. Local residents, partners, elected members
and Mayor were invited. Approximately 100 people attended.
A variety of activities for older people took place funded from £10,000
Awards For All lottery funding. The funding was granted before COVID,
but an extension was approved to spend the money after COVID. This
included:
•
Anxiety management sessions
•
Afternoon tea
•
Art classes
•
Sewing classes
•
Exercise sessions
•
Wax melt workshop
•
Craft sessions
To celebrate the Oldham PFI 10-year anniversary, Great Places has
commissioned Manchester Histories to work on a project around social
housing in Oldham. The arts & crafts groups at the Primrose Centre
have been involved in producing artwork, interviews and drafting a
book. An exhibition launch event will take place at the Gallery Oldham
on 16thSeptember.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41
Performance of
fundraising activities
against objectives set		 Para 1.41 This charity does not raise funds from the public.
Each year one-tenth of our net profit is allocated for the Primrose
Community fund for groups or individuals to apply for to help with
employment, skills and training, travel costs to secure employment,
promoting health & wellbeing and community cohesion.
Investment
performance against
objectives		 Para 1.41

Financial Review

Financial Review
Review of the
charity’s financial
position at the end of
the period		 Para 1.21 We had a deficit of (£8,102) in this financial period, that covered from
the 1stof April 2022 to the 31stof March 2023.
The total funds held as at the 31stof March 2023 were £46,642, being
£NIL restricted funds and £46,642 unrestricted funds (free reserves).
Statement explaining
the policy for holding
reserves stating why
they are held		 Para 1.22 The CIO has adopted the following policy regarding reserves:
The trustees have examined the major strategic, business and
operational risks which the charity faces and confirm that systems have
been established to enable regular reports to be produced so that the
necessary steps can be taken to lessen these risks.
The trustees aim to build free reserves in unrestricted funds at a level
which equates to between three and six months of charitable
expenditure. The charity’s main source of income is room hire charges,
grants and donations.
Amount of reserves
held		 Para 1.22 The CIO ensures that there are always enough free reserves to cover 3
months’ running costs for the Primrose Centre. This includes utility bills,
cleaning and maintenance.
Reasons for holding
zero reserves		 Para 1.22 N/A
Details of fund
materially in deficit		 Para 1.24 N/A
Explanation of any
uncertainties about
the charity continuing
as a going concern		 Para 1.23 There are no uncertainties for the charity continuing as a going concern.
Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal
sources of funds
(including any
fundraising)		 Para 1.47 The charity’s principal source of funds is through room hire. We
occasionally apply for funding for a specific project.
Investment policy and
objectives including
any social investment
policy adopted		 Para 1.46
A description of the
principal risks facing
the charity		 Para 1.46 The trustees have assessed the risks the charity faces and have taken
measures to manage them. The risks are reviewed regularly at board
meetings and trustees are satisfied that systems are in place to manage
the risks that have been identified. Finances are kept under regular
review, insurance cover is in place, and policies are reviewed annually.
Other

Structure, Governance and Management

Description of
charity’s trusts
Type of governing
document		 Para 1.25 The governing document is a constitution.
How is the charity
constituted?		 Para 1.25 The charity is constituted as a charitable incorporated organisation.
Trustee selection
methods including
details of any
constitutional
provisions e.g.
election to post or
name of any person
or body entitled to
appoint one or more
trustees		 Para 1.25 The existing trustees are responsible for the recruitment of new trustees
through an election process, in line with the process outlined within the
governing document.

Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:
Policies and
procedures adopted
for the induction and
training of trustees		 Para 1.51 Following appointment to the board, trustees are given a copy of the
constitution, trustee job description, skills matrix and publications from
the Charity Commission. This ensures that new trustees are aware of
the scope of their responsibilities under the Charities Act.
The charity’s
organisational
structure and any
wider network with
which the charity
works		 Para 1.51 The charity is managed by a board of trustees.
Volunteers assist with organising and running activities.
Great Places has assisted with governance of the CIO and has handed
over management of the community centre to the board of trustees. The
Charity is also a member of Oldham Community Centre network
coordinated by Action Together.
Relationship with
any related parties		 Para 1.51 The Primrose Community Association oversees the Oldham Council
owned Primrose Community Centre, which is managed by Great Places
Housing Association by way of a PFI contract. Great Places commit
resources to support the Charity with governance as well as take the
lead role in monitoring the Primrose Centres building safety compliance.
Two members of Great Places staff are members of the board of
trustees.
Other

Reference and Administrative details

Charity name Primrose Bank Community Association
Other name the charity
uses		 None
Registered charity number 1181125
Charity’s principal address 9 Magnolia Gardens
Oldham
OL8 1HX

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for
whole year		 Name of person (or body)
entitled to appoint trustee
(if any)
1 Ryan Smith Chair 1 April’21–18 Oct‘22
2 Janette Wade Secretary
3 Carol Taylor
4 Syed Maruf Ali Treasurer
5 Shamim Miah
6 Shoab Akhtar
7 Javerya Naz
8 Moyrum Bibi
9 Paul Doherty Chair 21 December’22-present

Corporate trustees – names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for
whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional) Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

PRIMROSE BANK COMMUNITY ASSOCIATION

REPORT TO THE MEMBERS ON THE UNAUDITED FINANCIAL STATEMENTS OF PRIMROSE BANK COMMUNITY ASSOCIATION

FOR THE YEAR ENEDED 31 MARCH 2023

I report on the accounts for the year ended 31 March 2023 as set out on pages 11 to 14.

Respective Responsibilities of Trustees and Examiner

As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

The charity’s trustees consider an audit is not required for this year under section 144 of the 2011 Act, and that an independent examination is needed.

It is my responsibility as independent examiner to:

Basis of Independent Examiners Report

My examination was carried out in accordance with the Directions given by the Charity commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items of disclosures in the accounts, and seeking explanations from the trustees concerning any such matters.

The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the accounts.

Independent Examiners Statement

I have completed my examination for the year ended 31 March 2023.

I can confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

31[st] August 2023

Miss Jacqueline Bird F.M.A.A.T.

Community Accounting Lancashire C.I.C. Foxfields 9 Norley Close Chadderton Oldham OL1 2RA

PRIMROSE BANK COMMUNITY ASSOCIATION

RECEIPTS AND PAYMENTS ACCOUNTS

FOR THE YEAR ENDED 31 MARCH 2023

Unrestricted
Funds
Restricted
Funds
2023
2023
Notes
£
£
RECEIPTS
Room Hire
24,561
-
Grants
2
-
1,400
Interest Received
15
-
Other Income
3
510
-
TOTAL RECEIPTS
25,086
1,400
PAYMENTS
Centre Maintenance
-
-
EV Charging Point
6,044
-
Garden Works & Equipment
117
-
Fixtures, Fittings & Furnishings
5,198
-
Computer Equipment & Software
737
-
Printing & Stationery
165
-
Refreshments
41
-
Electricity
2,013
150
Gas
3,216
150
Telephone & Internet
281
-
Alarm & Security System
150
-
Window Cleaning
-
-
Cleaning & Supplies
3,293
-
First Aid & Cover
38
-
Insurance
771
-
Licences
203
-
Accountancy Fees
385
-
Parkinson’s
-
-
Mental Health
-
-
Resources
4,218
340
Venue Hire
-
360
Jubilee Event
683
400
Centre Funded Activities
2,554
-
Primrose Bank Funding (Grants)
4
2,490
-
Sundries
591
-
TOTAL PAYMENTS
33,188
1,400
Net of receipts/(payments)
(8,102)
-
Cash funds as at 31 March 2022
5
54,744
-
Cash funds as at 31 March 2023
5
46,642
-		 Total
Funds
2023
£
24,561
1,400
15
510
26,486
-
6,044
117
5,198
737
165
41
2,163
3,366
281
150
-
3,293
38
771
203
385
-
-
4,558
360
1,083
2,554
2,490
591
34,588
(8,102)

54,744
46,642		 Total
Funds
2022
£
7,030
-
8
1,248
8,286
81
-
-
2,651
694
79
384
1,418
3,624
385
150
54
1,611
-
716
180
1,170
1,424
820
-
-
-
2,804
2,781
519
21,545
(13,259)
68,003
54,744

PRIMROSE BANK COMMUNITY ASSOCIATION

STATEMENT OF ASSETS AND LIABILITES

FOR THE YEAR ENDED 31 MARCH 2023

Total Funds Total Funds
as at 31st as at 31st
March 2023 March 2022
£ £
CASH FUNDS
Bank Account 46,642 54,744
Petty Cash - -
46,642 54,744
LIABILITIES
Accountancy Fees (Independent Examination) 710 385
Additional Accountancy Work 480 -
1,190 385

The financial statements were approved by the Board of Trustees on the 29[th] of August 2023 and signed on their behalf:

Janette Wade Trustee

PRIMROSE BANK COMMUNITY ASSOCIATION

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2023

1. Receipts and Payments Accounts

Receipts and payments accounts are statements that summarise the movement of cash into and out of the organisation during the financial year. In this context “cash” includes cash equivalents, for example, bank accounts where cash can be readily withdrawn to pay for debts as they become due.

The trustees have chosen not to prepare accruals based accounts as the income did not exceed £250,00 in the annual accounting period for the year ended 31[st] of March 2023. As such the financial statements were prepared on the basis of ‘receipts and payments’, and not in accordance with the Charities SORP (FRS 102).

2. Grants Received

Unrestricted
Restricted
Funds
Funds
2023
2023
£
£
Great Places (Jubilee Event)
One Oldham Fund (Warm Places)
-
-
400
1,000
-
1,400
3. Other Income
Unrestricted
Funds
Restricted
Funds
2023
2023
£
£
Contribution to Football Kit &
Equipment for Local Football Team
-
-
Refunds Received
-
-
EV Charging Point
10
-
Miscellaneous
500
-
510
-
4. Primrose Bank Funding (Grants Issued)
Unrestricted
Funds
Restricted
Funds
2023
2023
£
£
UKEFF Weight Loss Programme
500
-
Fitton Hill Garden Project
500
-
GMSAW Zumba Nutrition Sessions
500
-
NXGN Football Coaching Sessions
320
-
GMP (Health & Wellbeing Activities)
420
-
Community Project (Jubilee Party)
250
-
Local Football Team (Equipment & Kit)
-
-
Child Minders Group
-
-
Child Safety Media
-
-
Running Activities for Youths
-
-
Knit & Natter Group Volunteers Meal
-
-
2,490
-		 Total
Funds
2023
£
400
1,000
1,400
Total
Funds
2023
£
-
-
10
500
510
Total
Funds
2023
£
500
500
500
320
420
250
-
-
-
-
-
2,490		 Total
Funds
2022
£
-
-
-
Total
Funds
2022
£
1,200
31
-
17
1,248
Total
Funds
2022
£
-
-
-
-
-
-
1,200
500
500
500
81
2,781

PRIMROSE BANK COMMUNITY ASSOCIATION

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE YEAR ENDED 31 MARCH 2023

5. Fund Analysis
Opening Balance Closing Balance
as at as at
Fund Name 31 March 2022 Receipts Payments 31 March 2023
£ £ £ £
Unrestricted Funds 54,744 25,086 (33,188) 46,642
Restricted Funds
Great Places (Jubilee Event) - 400 (400) -
One Oldham Fund (Warm Places) - 1,000 (1,000) -
- 1,400 (1,400) -
TOTAL FUNDS 54,744 26,486 (34,588) 46,642