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2024-12-31-accounts

The Trinity Centre Batley Carr

Charity number 1189010

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

The Trinity Centre Batley Carr

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

Contents Page
Trustees' report 2 to 3
Receipts and payments account 4
Statement of assets and liabilities 5
Notes to the accounts 6 to 7

Prepared by West Yorkshire Community Accountancy Service CIO

1

The Trinity Centre Batley Carr

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 William Thompson Chairman Ian Wilson Treasurer John Ferrett Denise Hodge Stephanie Cooper Caroline Greenwood

Charity number

1189010 Registered in England and Wales

Registered and principal address

Registered and principal address Bankers Upper Road Yorkshire Bank plc Batley Carr 46 Market Place Batley Dewsbury WF17 7LT WF13 1DN

Accountants

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) foundation formed on 9 April 2020 and is governed by a constitution.

Method of recruitment and appointment of trustees

Apart from the first charity trustees, every trustee must be appointed ( for a term of three years) by a resolution passed at a properly convened meeting of the charity trustees.

The charity's objects

To further or benefit the residents of Batley Carr and the surrounding area, 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 live 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 cooperate 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.

2

The Trinity Centre Batley Carr

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

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.

Achievements and performance

The charity's principal activity is to engage with the community and local area in letting out rooms to groups for activity space. Keep Fit, Bingo and Social group, Luncheon Club, Drum Majorettes, Yoga, Social Dancing, Art for Fun, Line Dancing. These are weekly groups. We also let out space for meetings, social events, (parties and celebrations) and other one off events. Any group that is not religious or political but can reach out to the community in order for them to engage with others to share fellowship through a common pastime. We have had an Art and Book fair during the Summer and hosted a Christmas Fair last December.

We hosted a small number of one off events during 2024 raising £4,652 and returned two deposits for events cancelled due to family reasons.

All our groups have continued to use the Trinity Centre over 2024 but we lost a regular booking with the Yorkshire Majorettes towards the end of the year. A regular Line Dancing class has now joined us. Some groups came for parts of the year, eg, regular fortnightly bird shows over two months.

We secured a grant of £1,500 from the Birstall and Batley Community Fund which helped us to move from conventional outside lighting to LED. We needed to purchase one new Drugstar gas heater in the small hall after an inspection found the old ones unsafe, this incurred a cost of £2,136.

Financial review

The net payments for the year were £936, including net payments of £466 on unrestricted funds and net payments of £470 on restricted funds, after transfers.

The Trinity Centre’s year began well with a bank balance in our current account on 1[st] January 2024 of £16,699 and a reserve account balance of £5,441.

The Trinity Centre’s receipts in 2024 were £23,030 without adding any residual funds retained from the previous year.

The payments in 2024 were £23,966. This shows the Trinity Centre in a net payments position of £936 for the year.

However, when you add in funds accumulated from previous years we had a current bank balance as of 31[st ] December 2024 £17,829 and a reserve balance of £3,375.

Reserves policy

The charity's free reserves, at the year end were £21,204.

The trustees have not formally adopted a reserves policy at the moment but they will look into this for next year.

Approved by the board of trustees on 12/5/2025

William Thompson (Trustee)

3

The Trinity Centre Batley Carr

Receipts and payments account

for the year ended 31 December 2024

Notes
2024
Unrestricted
funds
£
Receipts
Grants and donations
(2)
14
Rental income
15,864
Events and fundraising
4,652
Total receipts
20,530
Payments
Salaries and NI
2,171
Cleaning consumables
523
Utilities
8,137
Repairs and maintenance
5,744
Equipment
57
Licences and insurance
686
Telephone and internet charges
583
Computer costs
403
Travel costs
278
Accountancy fees
396
Sundries
113
Publicity
16
Premises contribution
2,089
Events and activities
-
Total payments
21,196
Net receipts / (payments)
(666)
Transfers between funds
200
Net movement in funds
(466)
Fund balances brought forward
21,670
Fund balances carried forward
(3)
21,204
2024
Restricted
funds
£
2,500
-
-
2,500
-
-
-
1,970
-
-
-
-
-
-
-
-
-
800
2,770
(270)
(200)
(470)
470
-
2024
Total
funds
£
2,514
15,864
4,652
23,030
2,171
523
8,137
7,714
57
686
583
403
278
396
113
16
2,089
800
23,966
(936)
-
(936)
22,140
21,204
2023
Total
funds
£
43
15,598
4,222
19,863
1,555
457
1,441
3,507
582
849
477
208
323
720
41
316
5,803
-
16,279
3,584
-
3,584
18,556
22,140

4

The Trinity Centre Batley Carr Statement of assets and liabilities

as at 31 December 2024

as at 31 December 2024
2024
2024
Unrestricted
Restricted
£
£
Cash funds
Cash at bank
21,204
-
Total cash funds
21,204
-
Debtors and prepayments
Prepayments
Assets retained for the charity's own use
Fixtures and fittings:
Lift
Carpet
CCTV
Disabled call system
Equipment:
Computer
Office desks
Water boiler
Table trolley
Gas heaters
Fridge freezer
Liabilities
Accruals
The financial statements were approved by the board of trustees on 12/5/2025
William Thompson (Trustee)
2024
Total
£
21,204
21,204
2024
£
914
914
2024
£
647
647
2023
Total
£
22,140
22,140

5

The Trinity Centre Batley Carr

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 l t

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.

6

The Trinity Centre Batley Carr

Notes to the accounts continued

for the year ended 31 December 2024

2 Grants and donations
Batley And Birstall Community Fund
Third Sector Leaders Kirklees
Other donations
3 Restricted funds
Balance b/f
£
Birstall and Batley Fund - LED
-
TSL Kirklees
-
Birstall and Batley Fund
470
470
2024
Unrestricted
funds
£
-
-
14
14
Incoming
£
1,500
1,000
-
2,500
2024
Restricted
funds
£
1,500
1,000
-
2,500
Outgoing
£
1,500
800
470
2,770
2024
Total
funds
£
1,500
1,000
14
2,514
Transfers
£
-
(200)
-
(200)
2023
Total
funds
£
-
-
43
43
Balance c/f
£
-
-
-
-

Fund name

Purpose of restriction

Birstall and Batley Fund - LED Costs towards replacing outside conventional lighting. TSL Kirklees Towards the cost of Yoga classes. The transfer relates to a contribution for room hire costs.

Birstall and Batley Fund

Towards the cost of a new cupboard , sink and heater.

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.

7