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2024-03-31-accounts

Ossett War Memorial Community Centre CIO

Charity number 1184598

Annual Report and Financial Statements

for the year ended 31 March 2024

Ossett War Memorial Community Centre CIO

Annual Report and Financial Statements for the year ended 31 March 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

Ossett War Memorial Community Centre CIO

Trustees' report for the year ended 31 March 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

Nigel Drayson Chair Julia Roebuck Treasurer Nick Farmer Bryan Coe Heather Waring Richard Taylor Angela Taylor Margaret Hemingway Joan Goodridge Ruth Amos Olivia Rowley Elaine Murray

Appointed 3 April 2023

Appointed 26 February 2024 Resigned 13 June 2023

Charity number 1184598 Registered and principal address Bankers Prospect Road Virgin Money Ossett 6-10 Northgate West Yorkshire Wakefield WF5 8AN WF1 1TA

Registered in England and Wales

Independent examiner

Alan Dodd FCCA West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity is a Charitable Incorporated Organisation (CIO) association formed on 25 July 2019 and is governed by a constitution. :Prior to this date, the activities of the charity were undertaken through an unincorporated charity 'Ossett War Memorial Community Centre' (registered number 523792).

Method of recruitment and appointment of trustees

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

2

Ossett War Memorial Community Centre CIO

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

Objectives and activities

The charity's objects

The object of the CIO is to further or benefit the residents of Ossett and surrounding areas, without distinction of gender, sexual orientation, race or 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 and/or other relevant organisations in the maintenance of such a centre for activities promoted by the CIO in furtherance of the above object.

The charity's main activities

We offer a wide range of facilities and host events. Whether that be Weddings, Children's birthday parties, live music, dances and much more. We hold regular group events on a weekly basis and we also have a well being garden for rest and relaxation and a garden club who help to maintain it on a regular basis.

Public benefit statement

In setting our objectives our trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular the advancement of community development through the hire of rooms for health and wellbeing.

Achievements and performance

The charity has upheld its commitment to the public by continuing to offer room hire for health, wellbeing and social activities during a time when it has faced immense pressures from utility suppliers and the weather, which has resulted in the building having to undergo intensive repairs, some of which we have had to initiate without grants from the local council.

Although our general membership has decreased over the last 2 years, the charity has managed to retain the majority of its clients despite having to increase costs in line with inflation and to help pay the bills.

We have secured contracts with new and existing clients as well as with our utility companies to ensure better prospects for the charity over the next few years.

We benefit greatly from the continuing support of our dedicated staff and our volunteers who keep the centre running efficiently.

We pride ourselves in offering our services to all members of the community, offering a warm safe environment giving equality to all, regardless of age, race or gender and have supplied room hire and facilities for more social activities as well as more support for mental health counselling.

3

Ossett War Memorial Community Centre CIO

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

Financial review

The net payments for the year were £2,813, including net payments of £3,521 on unrestricted funds and net receipts of £708 on restricted funds after transfers.

Reserves policy

The charity's free reserves, at the year end were £704.

The trustees are in the process of establishing a reserves policy for the charity and intend to adopt and implement a suitable policy in due course. We are unable to formally adopt a reserves policy at this time due to the cost of maintenance of the premises combined with the high energy bills.

Approved by the board of trustees on 14/1/2025

N Drayson (Trustee)

4

Ossett War Memorial Community Centre CIO

Independent examiner's report to the trustees of Ossett War Memorial Community Centre CIO

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

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 of my examination of the CIO'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.

Alan Dodd FCCA

16/1/2025

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

5

Ossett War Memorial Community Centre CIO

Receipts and payments account for the year ended 31 March 2024

Notes
2024
Unrestricted
funds
£
Receipts
Grants and donations
(2)
127
Room hire, events and catering
87,249
Bank interest
232
Sales and fees
1,731
Received from OCCS Ltd
1,746
Total receipts
91,085
Payments
Salaries NI and pensions
55,920
Cleaning materials
34
Rates and water
1,440
Heat and light
16,521
Insurance
2,568
Repairs and garden expense
10,159
Coach House flooring
-
Coach House boiler
-
Coach House external lighting
-
Printing, postage and stationery
324
Telephone
584
Licences and subscriptions
388
Photocopier lease
-
Bank charges
-
Payroll fees
2,494
Sundry expenses
136
Loan repayments
2,374
Loan interest
402
Other interest
14
Payments for OCCS Ltd
398
Website and marketing
-
Travel expenses
10
IT costs
-
Independent examination
840
Total payments
94,606
Net receipts / (payments)
(3,521)
Fund balances brought forward
4,225
Fund balances carried forward
(3)
704
2024
Restricted
funds
£
5,233
-
-
-
-
5,233
-
-
-
-
-
4,525
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
4,525
708
557
1,265
2024
Total
funds
£
5,360
87,249
232
1,731
1,746
96,318
55,920
34
1,440
16,521
2,568
14,684
-
-
-
324
584
388
-
-
2,494
136
2,374
402
14
398
-
10
-
840
99,131
(2,813)
4,782
1,969
2023
Total
funds
£
18,831
78,276
153
1,515
1,500
100,275
60,360
486
729
4,736
1,884
8,001
10,303
2,246
3,119
128
607
323
713
16
2,331
56
2,917
295
-
532
115
75
120
-
100,092
183
4,599
4,782

6

Ossett War Memorial Community Centre CIO

Statement of assets and liabilities

as at 31 March 2024
2024
Unrestricted
£
Cash funds
Cash at bank
530
Cash in hand
174
Total cash funds
704
2024
Restricted
£
1,265
-
1,265
2024
Total
£
1,795
174
1,969
2023
Total
£
4,437
345
4,782

Assets retained for the charity's own use

The land and buildings of the Community Centre are freehold and owned by the Community Centre under a trust deed. This is currently in the name of the predecessor charity, and the trustees are in the process of securing the transfer of the property to the CIO.

Liabilities (due in less than one year)
Bank loans and overdrafts
Creditors
Accruals
Taxation and social security
Other creditors
Liabilities (due in one year and over)
Bank loans and overdrafts
2024
£
2,590
37,725
840
1,183
261
42,599
2024
£
13,599
13,599

The financial statements were approved by the board of trustees on 14/1/2025

N Drayson (Trustee)

7

Ossett War Memorial Community Centre CIO

Notes to the accounts

for the year ended 31 March 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

Ossett War Memorial Community Centre CIO

Notes to the accounts continued

for the year ended 31 March 2024

2 Grants and donations
Wakefield MDC
Phoenix Rotary
Other donations
3 Restricted funds
Coach house refurbishment
WMDC asbestos survey
WMDC NIF
Phoenix Rotary
WMDC roof repair
Fund name
Coach house refurbishment
WMDC asbestos survey
WMDC NIF
Phoenix Rotary
WMDC roof repair
2024
2024
2024
2023
Unrestricted
Restricted
Total
Total
funds
funds
funds
funds
£
£
£
£
-
4,833
4,833
16,225
-
400
400
-
127
-
127
2,606
127
5,233
5,360
18,831
Balance b/f
Incoming
Outgoing
Transfers
Balance c/f
£
£
£
£
£
557
-
-
-
557
-
708
-
-
708
-
1,000
1,000
-
-
-
400
400
-
-
-
3,125
3,125
-
-
557
5,233
4,525
-
1,265
Purpose of restriction
For the cost of repairs to the roof.
To enhance the Coach House and other parts of the garden and buildings.
To undertake an asbestos survey.
Towards the cost of blinds for the Coach House.
Towards the cost of blinds for the Coach House.

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