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2024-12-31-accounts

Calderdale Lighthouse

Charity number 1184353

Annual Report and Financial Statements

for the year ended 31 December 2024

Calderdale Lighthouse

Annual Report and Financial Statements for the year ended 31 December 2024

Contents Page
Trustees' report 2 to 4
Examiner's report 5
Receipts and payments account 6
Statement of assets and liabilities 7
Notes to the accounts 8 to 9

Prepared by West Yorkshire Community Accountancy Service CIO

1

Calderdale Lighthouse

Trustees' report for the year ended 31 December 2024

Reference and administrative details of the charity, its trustees and advisors

The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates Zoe Halliday-Wilson Chair Elizabeth Keyes Treasurer Emma Poyser-Buxton Diane Barker Secretary Donna Williams Michael Williams Sarann Mahmood Charity number 1184353 Registered in England and Wales Registered and principal address Bankers Unit F Lloyds Bank Empire House Blackheath Branch 11 Mulcture Hall Road 4 Ariel House Halifax 2138 Coventry Road HX1 1SP Sheldon B26 3JW

Independent examiner

Katy Sargeant ACA West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity is governed by a constitution adopted on 9 October 2018 as amended on 3 July 2019.

Method of recruitment and appointment of trustees

The trustees of the charity are appointed by the members at the AGM.

2

Calderdale Lighthouse

Trustees' report (continued) for the year ended 31 December 2024

Objectives and activities

The charity's objects

The relief of poverty or financial hardship of families with children throughout Calderdale and the surrounding areas who are in need by providing items including but not limited to children's clothing, toys and baby equipment.

The charity's main activities

We distribute preloved essential baby equipment, clothing, bedding, toiletries and toys to vulnerable and disadvantaged families throughout our community.

Midwives, health visitors, social workers, schools and many other statutory Services and professional agencies access our service. This ensures our help goes to those most in need.

Our service is free to use and non-judgmental. We accept the professional’s opinion that the family require the items requested.

Most of our stock is donated by the amazing general public. Local businesses and supermarkets also donate end of line or out of season stock to us.

With financial donations we receive, we also buy some new or preloved stock.

We always buy new mattresses for Moses baskets, cots and toddler beds. This is in line with government guidelines and sudden infant death syndrome.

As we very rarely get safety gates or fireguards donated we source funds or fundraise to buy these muchneeded items.

We donate items we don’t need or that are inappropriate for the season to local charity shops.

Blankets and towels that are not to our high standard are donated to RSPA for their animals.

Hardly anything goes into landfill. We always try to reuse, reduce and recycle.

Public benefit statement

In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit.

We are passionate about easing the effects of poverty on families. This is an integral part of our charity’s ethos. We are also incredibly proud that our service is 100% volunteer run.

Achievements and performance

We completed 997 referrals in 2025. This equates to over 4000 family members that were supported by our service.

In November we attended the “make a difference award” ceremony in Leeds where we were delighted to be shortlisted from over 200 nominations. It was very special to be recognised and celebrated in this way. We were thrilled to be highly commended by the panel of judges.

We moved to our new premises in April, these are much bigger to accommodate for more space for stock, as the need for our charity continues to rise.

We held many fundraising activities in 2025. Thankfully we are still very lucky to be supported by the fantastic general public, with both financial and goods donated, these items allow our charity to thrive and grow.

Financial review

The net receipts for the year were £7,230, including net receipts of £12,491 on unrestricted funds and net payments of £5,261 on restricted funds.

3

Calderdale Lighthouse

Trustees' report (continued) for the year ended 31 December 2024

Reserves policy

The charity's free reserves, at the year end were £24,528.

The charity is fully run by volunteers, and as such has very low running costs - the only committed costs being rent, utilities and telephone costs. On this basis, when the reserves policy was reviewed at the last AGM, trustees agreed that the minimum level of reserves being held should be reduced from £10k to £7k, which would cover 6 months costs.

The nature of the charity's work means that the demand for its assistance and services is unpredictable, and so the remainder of the balance of unrestricted funds, generated through the ongoing generosity of our donors, is available to be spent as and when required to respond to the needs of the charity's beneficiaries as they arise.

Approved by the board of trustees on 30/4/2025

Elizabeth Keyes (Trustee)

4

Calderdale Lighthouse

Independent examiner's report to the trustees of Calderdale Lighthouse

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 December 2024, which are set out on pages 6 to 9.

Responsibilities and basis of report

As the charity trustees 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 of my examination of the charity's accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions 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 attention 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 charity as required by section 130 of the Charities Act; 2 the accounts do not accord with those records.

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

Katy Sargeant ACA

09/05/2025

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

5

Calderdale Lighthouse

Receipts and payments account for the year ended 31 December 2024

Notes
2024
Unrestricted
funds
£
Receipts
Grants and donations
(2)
39,980
Other income
585
Total receipts
40,565
Payments
Rent
11,212
Utilities
538
Telephone and broadband
621
Insurance
208
Accountancy
378
Stationery
457
In kind purchases
3,460
Equipment
4,441
Clothing items
1,136
Bedding
1,315
Nappies
299
Milk
48
Mattresses, cots and Moses baskets
-
Subscriptions
337
Other beneficiary resources
1,364
Christmas activities
1,455
Other expenses
805
Security costs
-
Total payments
28,074
Net receipts / (payments)
12,491
Fund balances brought forward
12,037
Fund balances carried forward
(3)
24,528
2024
Restricted
funds
£
2,000
-
2,000
3,000
-
-
-
-
-
2,032
1,296
63
-
-
-
276
269
325
-
-
-
7,261
(5,261)
8,076
2,815
2024
Total
funds
£
41,980
585
42,565
14,212
538
621
208
378
457
5,492
5,737
1,199
1,315
299
48
276
606
1,689
1,455
805
-
35,335
7,230
20,113
27,343
2023
Total
funds
£
27,717
-
27,717
9,610
2,383
632
208
360
100
6,242
5,069
2,513
708
119
51
1,308
499
2,212
1,547
373
270
34,204
(6,487)
26,600
20,113

6

Calderdale Lighthouse Statement of assets and liabilities

as at 31 December 2024
2024
Unrestricted
£
Cash funds
Cash at bank
24,528
Total cash funds
24,528
Debtors and prepayments
Prepayments
Liabilities
Accruals
2024
Restricted
£
2,815
2,815
2024
Total
£
27,343
27,343
2024
£
174
174
2024
£
510
510
2023
Total
£
20,113
20,113

The financial statements were approved by the board of trustees on 30/4/2025

Elizabeth Keyes (Trustee)

7

Calderdale Lighthouse

Notes to the accounts

for the year ended 31 December 2024

1 Accounting policies

Basis of accounting

The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.

There has been no change to the accounting policies since last year.

No changes have been made to the accounts for previous years.

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

8

Calderdale Lighthouse

Notes to the accounts continued

for the year ended 31 December 2024

2 Grants and donations
Morrisons PLC
Baby Bank Alliance
Ladies Inner Wheel Circle
Just Sing Choir
Lloyds
Persimmon Homes
St. Martin's
The Co-operative
Other donations
2024
Unrestricted
funds
£
-
1,200
-
-
-
-
-
-
38,780
39,980
2024
Restricted
funds
£
2,000
-
-
-
-
-
-
-
-
2,000
2024
Total
funds
£
2,000
1,200
-
-
-
-
-
-
38,780
41,980
2023
Total
funds
£
-
-
1,603
1,500
5,005
1,000
2,000
2,466
14,143
27,717
3 Restricted funds
Sir George Martin Trust
Semble Network
Calderdale Comm'ty Foundation
Persimmon Homes
The Co-operative
Morrisons PLC
Balance b/f
£
411
696
5,000
269
1,700
-
8,076
Incoming
£
-
-
-
-
-
2,000
2,000
Outgoing
£
269
23
3,000
269
1,700
2,000
7,261
Transfers
£
-
-
-
-
-
-
-
Balance c/f
£
142
673
2,000
-
-
-
2,815

Fund name

Purpose of restriction

Sir George Martin Trust Towards the costs of computer equipment and resources. Semble Network For the purchase of teen packs and toiletries. Calderdale Comm'ty Foundation Towards the costs of purchasing a van. Persimmon Homes Towards New Mum bags, containing essential items for giving birth in hospital.

The Co-operative For the purchase of mattresses. Morrisons PLC For the purchase of toiletries.

4 Related party transactions

Trustee expenses

No trustee received any expenses during this year or the previous year.

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.

9