Chinese Communit Wellbein Socie Accounts 2024-25 Year Endin 318t March 2025
Chinese Community Wellbeing Society Reglstered Charlty Number: 1181750 Formerly known as Brlstol and Avon Chinese Women's Group Reglstered Charlty Number: 1079401 Trustees Report 2024125 Ob ects of the charl To relieve sickness, hardship and distress by providing asslstance, advice, representation and seNlces amongst the Chlnese community. To provide or assist in the provislon of facilltles for recreatlon or other lelsure tlme occupatlon for people and their families or for those person5 who have need of such facilities by reason of their youth, age, infirmlty or disablement, poverty or social and economic clrcumstances in the interests of Social welfare with a view to Improving thelr conditions of life. The advancement of education between the Chlne5e community and the local communlty through educational, cultural and soclal activitles. Board of Trustees Below are the names of all the Trustees for 2024125: Chair: Vlce Chair.. Treasurer: Secretary.. Poh Hooi Teoh Royston Griffey Poh Hool Teoh lactin81 Dr Zheng Ma Trustees: Amy Yee Kwan Lo Maria Choi Lisa Wan Paullne Winn Dr Sunny Chan Amy Ting Iresl8ned December 20241 Activities In the Year All of our actlvitie5 a for the publlc beneflt. CCWS has continued to deliver its core objectives by providing a range of projects and actlvltles that address the health and wellbeing of the Chlne5e community. The organisation took an active decision to operate at a significant deficit thi5 past year, which was due to some grants belng pald early las noted last yearl and hence belng shown in credltors, rather than as income. but also. to run down some of the reserves bullt up during Covid. The independent inspector has assessed that despite this overspend the organisatlon remains a going concern. We have slnce appolnted an Independent fundraiser to support our effort5 Wlth funding applications. She will be focu5sing on raising funds for our'core, costs, which funds several of our staff and our core functlons, and will contlnue to be workin8 Wlth us into 2025126.
We do not anticipate any other significant unexpected costs, but we will continue to malntain a small runnlng cost reseNe, redundancy costs and contlngency fund, in case of any emergencies. Trustees, Re5 onslbllltles Charlty regulations require the Trustees to prepare accounts for each financial year that 8ive a true and fair view of the state of affalrs of the charity and of the surplus or deficit of the charity for that period. In preparing those accounts the Trustees are required to: Select Suitable accountlng policies and then apply them con5iStently. Make judgements and estlmates that are reasonable and prudent. Follow appllcable accounting policies, subject to any material departure5 disclosed and explained in the accounts. Prepare account5 on the going concern basis unle55 It is inappropriate to presume that the charity will keep operating. The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any tlme the flnancial positlon of the charity and to enable them to ensure that the accounts comply with the Charity Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularitles. Reserves Pollc The Trustees wlll Implement a ReseNes Policy In accordance with SORP 2015 (Statement of Recommended Practice) FRS 102 once the transfer of assetsls complete. Risk Assessment The Trustees have conducted a revlew of the malor rlsks to which we are exposed. and these reviews will continue to ensure that they meet the needs of the charity. Plans for Future Perlod5 The Trustees will work with the staff to fundraise and deliver SUPF)Ort to Its target communities in the South West as well as identifying new areas to expand our work- Includlng cancer support, working in partnership with very sheltered and sheltered houslng schemes and new migrant5. By order of the Trustees Slgned: Name: JANJ Position: Date:
Iii(lep¢ndeiit l-'¥XllI)IlIier'5 repoi't to tlic tl'U8toes of Chlnese Communlty Wellbelng Soclety [formerly known as Brlstol and Avon Chlnese Women's Groupj I report on tho Hrxount8 of ihe ¢harfly for the yeer ended 31 Mall 2025 whkh are 881 out on page¥ 4 lo 11 Il¢spon$lbllllles lliid biisls of report As Ilie cl)&rity's Irustccs you are re$p()nsible for the piepcltalion of the accoiiiils in ¥t¢¢ordance willi Ihe r¢quiremeiils of Ihe Clinrilics Acl 2011 ('Lhc Act,). I report in respect of niy cxaminfttion of th¢ ¢harity'5 aoI1ts carricd out und¢r se¢lioii 145 of Ilic Act and iii cllrryiiig oiil niy examination I have followed llll the appli¢nble Dir¢clions givcn by the Cl)arily Coniniisgion iiiider section 145(5Xb) of the Act. Ii)d¢iienil¢iit cxanRlii¢r's st4lem¢iil 1 11ilV¢ coIMplcted my examlnnlioi). I confirni that no material m8tt¢rs Iiav¢ con)e lo my rllleiilioii in connection with the ¢xai)iination giving me lo believe Ilial in any material r¢spL'CI: accounliiig records were not kept ii) ff spccl of the charity os required by section 130 rif Ihg A¢l.' or Ilie accoiinls do not Bccord willi Ilios¢ records I: or the occoiinls do not wmply wliii ihe applicthbl¢ r¢'quircincnts conccrning Ilic form aiid ¢oi)ient of Ace(Iiinls set oiit 11) thc Charities (Aecounis llnd Repor18) Rcgiilalioi)s 2008 oih¢r Iliwi Diiy requircn)¢nt that the w¢ounls give & 'lrue and fdir view. which Is not n)alkr ¢oiisider¢d &$ part oran iiid¢pend¢nt ¢xaininalioiiJ. I l?av¢ iio ¢onceri)s ond liave ¢ome acrnss no otlier maii¢r5 in coiine¢lioD willi Ilie ¢xan)inalion to wlii¢li atteiiiioii shoiild be drdwii in this report in OTdLr 10 enable u proi)er und¢rslanding of Ilie accoiints to be reciclied. Name: Address: Date: Di¢k Maul¢ F.C,A. The Cross Flouse South Woodcl)esler GL5 SEL Jid flc(¥ 11.1. 2
Chlnese Communlty Wellbelng Soclety Iformerly known as Brlstol and Avon Chlnese Women'$ Groupl Statement of Financial Actlvltles for the year ended 31st. March 2025 Unrestrlcted Restricted Funds Funds Total Funds 2025 2025 2025 2024 Jmcome Donations Membership Interest 1,349 679 5,891 1,060 2,213 1,060 2,213 Activities for 8eneratin8 funds Fees and translation services Income from charltable actlvlties Grants and contracts 3,539 71,110 74,649 2,818 18,481 95,789 114,270 492,903 TotAI Ineome 25,293 166,899 192,192 503,641 Expelldlture Charltable activlties 759 417.681 418,440 415.315 Total Expendithre 759 417,681 418,440 415,315 Net Incomellexpelldlturel 24,534 1250,7821 1226.2481 88,325 Reconclllatlon of funds Transfers between reserves 19,9421 9,942 Totsl funds brought fonv8rd 81,320 433,865 515,185 426,860 TotAI funds eY4rrled forward 95,912 193,025 288,937 515,185
Chinese Community Wellbelng Soclety [formerly known as Brfstol and Avon Chlnese Women's Gioupl Balance sheet as al 31st. Mar¢h 2025 2025 2024 Notes Tangible assets 121 Current assets Debtors Cash on hand Cash at bank 141 1.113 3,209 311,999 316,322 38,959 4,798 528,309 572,066 Current Ilabllltles Credltors.. amounts falllng due wlthin 12 months 131 127,385 156,8811 Net Current assets 288,937 515,185 Net assets 288,937 515,185 Unrestrlrted fund$ General funds Deslgnated funds 14,592 81,320 {61 81,320 Restrkted funds 151 193,025 433,865 288,937 515,185 These financial statements were approved by the Trustees on: ...... On behalf of the Trustees
Chlnese Communlty Wellbelng So¢lety [formerly known as Brlstol and Avon Chinese Women's Groupl Notes to the accounts for the year ellded 31st. March 2025 {1) Prlnclpal Accountlng Pollcles The prfndpal aeLountSng pollcies adopted Sn the preparatIC of the Ilnanclal statements 8r& sat oui bdow and havè Nmainèd unchanged from the preou$ year. lal Basis of preparation The charity constitutes a public bénefit entity as d81in8d by FRS 102. The fi'nanrial slalements have been prepared in accordance with Ac£ounling and Reporting by Charrtie5'. Statement of Recommended P¥actice applicable lo charities preparing thelr accounts In accordance wth the FSnandal Reportlro Standard appllcable in the UK and Republlc of Iraland IFRS 1021 as updatad by Update Bulletln 2 and the Charftles Act 2011. The fin8nclal st8tem8nts have baan parad undar th8 hlstorical ¢081 oonventson. {bl Fund accountlng Ill Unrestricted funds are available u8e al the discretion of the tru81ees In futlherance of tha general objgctive5 of thg charity. IIIIDeslgnat8d funds are unrestrfcted funds eamiarked by the ManagGmont Commftta& for particular purposes. [111] Rastrictad funds ar8 subbacted to rastrfctlons on thdr axponditur& ImFx)sgd by th& donor OrthrOjh tho 1gm$ of an app8al. Income Is Induded In the 8t8temenl of financial adivitles when the ¢h8rity Is enulled lo ihg Inme and the amount can b8 quantified wtth reasonable accuracy. The follo4ng specwk polldgs are applbd to parucular calggorles of Income. tq InLxJmg reCaed by way of grants, donatlons and glfts and Is Inthded In full In the Statement of Flnanclal AdvSll&s ¥than receSvable. Grants, where enllllement Is not condStk)nal on tha dollvery of a speclflc perfomance by tha ¢harfty. ar6 reoognlsed when th8 ¢h8rity becomes ilncondlllonal enuugd to the gr8nl. Dfj Donat8(18orvl(3 and fac118$ are Included al tho val[ to th8 ¢harfty th8rg thls be quantlfied. 11SIlThe value of swlcgs prOded by volunlgers has not Induded In these accounts. Ilvl Investment Income Is Snclud8d when rece19. Ivllncomè from charitable tradlng 8CtlvKy ar8 accounted for vth8n èamed. 1vlllnc(O from grants. whèrè r8Mèd tr) porfomi8nc8 and 8p8dlk {1derable8, are accounted foras tha chaTIty eam8 thè right to ¢011(19ralIon by Ils perf(anCe. Id) Expendlture Expendlture is COgnISed on an accruBI basls Rs a Nabllity Is Inrrred. Expendlture Sncludes any VAT whlch cannot be fulty recovered l]1 Costs of gonar8llng fund8 Com[8 the ¢0818 a$80daled whh attra¢ling voluntary income and Ihg costs of trading for fundrdi8ing purpose8. lill Chariiable expenditu compri8e8 those costs inCUd by the charity in the ddNery of It9 advltSes 8nd servlces for its beneficlarS&8. It Indudes both costs that can bg allocatad dIrY lo such actimtlès and tFk)$8 costs of 8n Indlrécl natura n858ryto support thgm liiilAII costs are allocated belw8èn the gxpendilure cal8gor£e8 ol the SOFA on a basis deslgned lo reflect the use of the resource. Costs relating to a partular activlty are allocated dlroctty. others are apportioned on an aP0priate b8sSs.
Chinese Community Wellbelng So¢lety Iformerly known a$ Brfstol and Avon Chlnese Women's Groupl Notes to the accounts for the year ended 31st. M4rch 2025 (l) Prlnclpal Accountlng Polleles (e) Flxed Assets Fixed assets are writt1 off over the expected usefitl lift of the asset on the straight lir b&8is al 25Q/y per allThum. (21 Tanglble Assets equlpment Cost: balance brought foNard additions in the year 20,312 20,312 Depreciatlon balance brought fonmard charge for the year 20.312 20,312 Net book value at 31st. March 2025 Net book value at 315t. March 2024 (3) Credltors and accruals 2025 2024 Deferred grants Sundry credltors 20,IXM) 7,385 27,385 53,293 3,588 56,881 (4) Debtors and prepayments Sundry debtors 1,113 38,959
Chlnese Communlty Wellbelng Soclety Iformerly known as Brlstol and Avon Chlnese Women"$ Groupl Note$ to the accounts for the year ended 31st. March 2025 (51 Capltal commltments and contingent Ilabllltles There are none at 31st March 2025. 161 Movements In funds Balance Balance 31st. March 2025 1st. Aprll 2024 Income ExpendItU Transfers Unrestricted funds Deslgnated Funds General Fund 81,320 81,320 14,592 95,912 25,293 25,293 17591 17591 19,942 19,9421 81.320 Restrlcted funds Big Lottery Fund: Chinese Lan 81,822 F&N Project 6,621 css 11,309 Carers Project 25,168 Casework Lloyds Foundation Anticipatory Care Misc Small Grants BNSSG ICB 197 161,6391 16,6211 121,7901 131,1261 111,0761 184.2801 132,3731 115,7921 1152,9841 20,380 22,402 41,089 14,620 IS.946 1,858 16,124 54,663 11,921 35.131 3,544 58,392 40,205 15,728 189,794 4,825 9,942 9,690 16,060 91,473 4,825 Dementia Awareness 433,865 515,185 166,899 192,192 1417,6811 1418,440) 9,942 193,025 288,937 Total £52,00012024..£52,0001 of the money held In Deslgnated Funds Is to cover possible redundancy payments £29,32012024 .'£29,3201 for fvture salary re8radlng and pay rlses 171 Employee Informatlon 2025 16 2024 16 Number ofemployees The average weekly number of employee5 during the year were calculated on the average head count bas15. No employee recelved emoluments of more than £60,(XJO. Salarie5 and wages Pension Soclal security costs 325,348 14,088 23,512 362,948 321,538 13,052 17,707 352,297 The key management personnel of the charity Comprise the trustees and the CEO, The total employment benefit of the key management personnel was £52,00012024:£52,388.1
Chlnese Communlty Wellbelng Soclety [formerly known as Brlstol and Avon Chlnese Women's Groupl Notes to the accOntS for the year ended 31st. March 2025 18) Trustees Informatlon Trustees remuneration and expenses 191 Expendlture Charitable activities Total 2024 Salaries Payroll and professional fees Rent Repairs and renewals Telephone Publicity Events and trips Bank charges Stationery,postage,photocopying & office Travel and staff expenses Subscriptlons and afriliations MeetlnE Costs and volunteer expenses Non-capitalised equipment Insurance Grant returned Depreciation Reporting accountant's fee Miscellaneous expenses Training 362,948 3,486 16,962 352,297 6,874 12,891 2,873 788 17,496 230 3,215 3,442 855 16,152 2,099 10,168 3,037 1,486 712 2.132 3,164 2,162 363 875 930 1,270 875 120 3,669 418,440 415,315 110) Analysls of net assets between funds General Funds Deslgnated Funds Restrlcted Funds Totsl Tangible fixed assets Current assets Current liabilities 41,977 127,385) 14,592 81,320 193,025 316.322 127,3851 288,937 Net assets at 31st March 2025 81,320 193,025
Chlnese Communlty Wellbelng Soclety Ifomierly known as Brlstol and Avon Chlnese Women's Groupl Notes to the accounts for the year ended 31st. March 2025 (11} Addltlonal notes to comply wlth FRS 102. Statement of Flnanclal Actlvltles for the year ended 31st. March 2024 Unrestrlcted R@strl¢ted Funds Funds Total Funds 2024 2024 2024 2023 Income Donations Membershlp Interest 1,349 679 5,891 1,349 679 5,891 494 160 1,075 Activities for generating funds Fees and translation seice$ Income from charitable activities Grants and contracts 2,818 2,818 2,621 117,717 375,186 492,903 277,979 Total Income 128,454 375,186 503,641 282,329 Expendlture Charltable actlvlties 58,038 357,278 415,315 352,737 Total Expendltu 58,038 357,278 415,315 352,737 Net Incomellexpendliurel 70,417 I7,9 88,325 170.4081 Reconclllatlon of funds Transfers between reserves 1178,8871 178.887 Total funds brought forward 189,791 237,069 426,860 497,268 Totsl funds carried forward 81,320 433,865 515,185 426,860 io
Chlnese Communlty Wellbelng Soclety Ifonnerly known as Brtstol and Avon ChSnese Women"s Groupl Notes to the accounts for the year ended 31st. M4r¢h 2025 1111 Addltlonal notes to Comply with FRS IOZ. 16) Movements in funds PrK>r Year Balance 1st. Aprll 2023 Income Balance 31st. March 2024 Balance Expenditure Transfers Unrestrlcted lunds Designated Funds General Fund 173,000 16,791 189,791 191,6801 187,2071 1178,8871 81,320 128,454 128,454 158,0381 158,0381 81,320 Restrlcted funds Big Lottery Fund: Chinese lantern F&N Project css 43,286 83,189 194,6531 121,2991 113,8091 122,3551 136,7171 119,9951 50.000 27,920 81,822 6,621 11,309 25,168 10,157 16,334 14,961 31,189 10,750 19,995 25,000 18,712 Carers Project Casework Wlnter Glow Lloyds Foundation Enablement Hub Anticipatory Care Misc Small Grants Drop in Day Centre BNSSG ICB Dementia Awareness Women's Re5oiJrce Centre 25,967 33,392 37,822 58,392 156,5341 134,7951 110.2011 75,0(Xi 40,205 15,728 10,201 15,728 80,092 150,297 5,158 207 375,186 140.5951 13331 189,794 4,825 237,069 1357,2781 178,887 433,865 li