St James Community Partnership Charity Number: 1194320
Annual Report: 01/05/2021 to
31/12/2021
Objectives and Activities
St James Community Partnership (The Partnership) manages and maintains St James Community Hall for the use of the inhabitants of Bolton and Undercliffe, Bradford, West Yorkshire and surrounding areas without distinction of gender/gender alignment, sexual orientation, and race or of political, religious or other opinions.
The community hall is available for meetings, lectures and classes and other forms of recreation and leisure-time occupation with the object of improving the conditions of life for the inhabitants.
Achievements
Lockdown was still in place in May but regular zoom meetings saw a business plan being put in place for the next 5 years, an application for a lease for the community hall from the local church was prepared and ready to be validated by the end of December 2021 and preparations made to ensure everything would be ready for the hall to reopen when restrictions were lifted.
The main hall was completely redecorated and a further area turned into a more usable space to include a refreshment station.
As part of the business plan the hall sessions and hiring charges were reviewed. This gave new opportunities for existing groups, openings for new ones and ensure the hall would be financially secure in the future.
Groups returned to the hall in September 2021 following the appropriate Covid guidelines. Requests were made from a number of people for sessions as their venues had not reopened but unfortunately it wasn’t possible to accommodate all of them.
The hall holds activities for all age groups from 0 to 90+. A new group, ‘Ted’s, opened for mums, babies and toddlers with the aid of a grant. The group is supported by Early Years Alliance, who are funded by Bradford Council and runs during term time. In addition the hall has been popular for family events that were curtailed during lockdown.
Various grants were obtained during lockdown to enhance the area local to the hall, improve the building and prepare for reopening.
Spending these grants has taken longer than expected as goods have been in short supply and making contact with people for permission to undertake various tasks.
A Cleaner Street Grant meant that litter picking equipment was purchased and times set aside to keep the local area tidy. This grant also allowed the purchase of daffodil bulbs that were planted on a grassy plot near the hall. This grant still has money to spend and a bench will be purchased.
St James Community Hall will celebrate its 55[th] Anniversary in 2022. The hall requires some major maintenance, repairs and updating as would be expected of any building of this age. With this in mind The Partnership are looking to the future and will continue to work hard to provide a community hub for all.
Financial Review
Total receipts for the period May to December 2021 is £38,543. This is made up of £15,074 external hire, £23,000 grants of which £15,000 is restricted, £300 fund raising and £169 sundry income.
Expenditure for the same period is £15,415 which is made up of £13,463 running expenses, £452 management and administration and £1500 charitable donation.
Restricted Policy
The Partnership agreed to retain a balance on unrestricted funds which equates to at least 6 months expenditure. For this period it was £7,500 to cover emergency situations that may arise from time to time. This is to be reviewed annually.
Structure, Governance and Management
The Partnership is made up of 10 trustees. This includes the incumbent of St James Church and representation from both the church and hall users.
The trustees met once on zoom and 4 times in person during the period May to December. Minutes were taken at all meetings.
Administrative information
St James Community Hall is situated in Beaufort Grove, Bradford, West Yorkshire and was registered with the Charity Commission on May 4[th] 2021 as a CIO.
The trustees who have served from May 4[th] 2021 to 31[st] December 2021 are as follows:
Rev. Stephen Lees Chair Sue Steward Vice Chair John Pilgrim Treasurer Barbara Matley Secretary Susan Stones James Smart Anne Smith Steve Frost Chris Stones Jenny Medley
The original report was approved by the trustees at the AGM on May 11[th] 2022 and signed on their behalf by Sue Steward, Vice chair. The report has been amended to comply with the Charity Commission.
ST JAMES COMMUNITY PARTNERSHIP REPORT AND FINANCIAL STATEMENTS FOR THE PEIUOD 4th May 2021 to 31st DECEMBER 2021 St James Community Partiiei'ship is a charitable incorporated oi'ganisation Registered on 4th May 2021 Charitable Number 1194320
ST JAMES COMMUNITY PARTNERSHIP Contents Page Indepondent Eal]nerS Report Statement of Financial Aotivitie5 Balance Sheet Notes to the Financi Statem¢nts 4-10
Independent Examiner's Report to the Trnstees of St James Community Parthership on the Financial Slatements for the period 4th May to 31 Dettmber 2021 I report on the accounts of the partnerthip for the p10d 4 hrfay to 31 Decemb 2021 which are set out on pages 2 to 10. Re¥pectiv¢ re5ponsibil¥tle8 of Trustees And Eiaminer The Partherships, trustees ar¢ responsible for th¢ preparatson of the 8ceounts. The paTtrierships' trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (tb¢ 2011 A¢¢) gnd that an independent examination is n¢¢d¢d. It is my r¢sponsibility to: Ex8mine the accouols und¢r section 145 of the 2011 Act To follow th¢ PfULedur#s laid down in the Gene1 DirtionS given by the Charity Commi851oTiets (under section 145(5Kb) of th¢ 2011 Act. and To state whether particular matters have come to my attention, Basis of Independen¢ ExanJiBer's report My exajnination was carried out iti accordance with the G¢noral Directions given by the Charity Commission. An examinatlOD includes & review of the accotls records kept by the charity and & ¢omparison of th¢ COUnts presented with those records, It 0180 includes consideration of any unusual items or disclosure8 in the acoounts and seeking explanation8 from the trustees concemin8 ally such matters. Th¢ procedures undwtak¢n do not provide All the evidewo that would be required in an audit and ¢ons¢qu¢ntly no opinion is givet) as to whether the ac¢ounts present a'tsve and faie view and the report Is Ilmited lo thos¢ matters set out in the statement below. Irtdependen¢ Examinèr's stateMt In connectiotj with my ¢x&mination, no matt¢r h&s come to my attention.. (l ) which giv¢s m¢ r¢asonBble cause to believe that in, any material r¢sp¢cL th¢requir¢]nw*s.' to keep accounting records in a¢¢ordanc¢ with s¢ction 130 of the 2011 Act. . to pr¢p8re accounts. which aocord with the accoLting records and ¢omply with the 8cwunting requirements of the 2011 Act hav¢ not b¢¢n m¢t' or (2) to which, in my opini9 at¢¢ntion should be drawn in order to enable a proper understanding of the COUnts to be reach¢d. J W Hudsott BA(Hons) Date 7 Pas¢ur¢ Fold Burley in WhaTfedal¢ llldey LS29 7RP Page I
ST JAMES COMMUNITY PARTNERSHIP Sts¢ement of Finmiieial Activities For period 4 May to 31 Dettmbei. 2021 Ui)reJtiy¢ted )gnAted Restricted Endowmen¢ Totil Fumds Ids Funds 21121 2021 2021 Not¢9 2021 2021 Re8OUtYes Incomu)gResources from H811 users 2(8) 15,074 15,074 Other incoming resources 2(b) 8,460 15,000 23,461b Ineome from investments 2101 T[ Int&mliig Re8o111*es 23.536 38&13 RegouiYe4 EXpded Charit&bleDoD&tiong 3(a) 1.300 1,500 Ruiining ¢xpens¢5 3{b) 11,655 1,808 13A63 Manllgemen¢ and adinEs(ratIOn 3(G) 452 452 Tol81 Rejourees Kspended 1.808 in¢oMEn(0UIgo{rtt) yes11e$ 9.929 13,199 23,128 cl55 tiyn8feA behveen {1,671) ,671 let Mwe)Men¢ an Thrtds 8,258 14,870 23,128 BalAn£es blf 4 Trffty 19,367 3.800 21167 Bwl8nces elf 31 December 27,625 46,295 The notes on pa8w 4 to 10 forni part of tlv account. Pa86 2
ST JAMES COMMUNITY PARTNERSHIP BAIAnce Sheet At 31 December 2021 24oto4 21121 2021 Currént kn¢ts Debtors Cash Y4t bank &nd in hartd Total ¢urJ'e#t ssets 1,280 46,039 47P19 CuYAnt LlabliltleB Creditors- amounts f&lhng duewithtii ono year 1,024 Net a85etsllSabllitles) 46,29S Tolll asjets CUJTth¢ liAbllkley 46,295 Fuods ofihe Paiknerthip Unr8stTi¢ted 27,625 18,670 40295 ApprtsV by St Jamos Community Parthernhip on lo1.¥T 2022 signed on 1¢$ lyehalfby Jenny Medky Sfw A414f 20•1 Date of Approvf Suo St6word Parthership ctrpeOn £ThAv Date of Approv Pa8¢ 3
ST JAMES COMMUNITY PARTNERSHIP Notes to the tlnAnelal statements Peylod 4 Mffty tD 31 December 2021 I. ACCOUNTING POLICIIS The Patsship is a public beit entity within the mewling of FRS102. The fjnancial ststenlents have been prepared under the Charities Act 2011 gnd in ac¢oranc¢ with the Clllwch Accounting Regulatio8 2006 governing the individual aountS of PCC4 and with the Regulations 'true and fair Yiew provisions, they have been prepar¢d und¢r FRS102(2016) a8 the appli¢abl¢ COuntg standards and the 2016 version of the Statement of Recommended Pra¢ti¢¢, Accounting and Rq)orting by Charities (SORP{PRS102)). ASSETS Investments Investment5 quoted on a r¢cognised stock exchange or whos¢ value derives fiom them are valued at market value at the year end, Other investment assets are included at Patbiership's best estituate of mad(¢t value. Short tenn deposits These are ¢ash h¢ld on deposit at a boJ]k. FUNDS Unrnstsicted Funds These represent the remaining income funds of the Pattnership that 8r¢ avadable for spending on the g¢n¢ral purposes of the Partnership, including amounts designated by the Partnersknp for fix¢d 8SS¢ts for it3 own us¢ or for sp¢nding on a future project and whsch are therefore not included in its 'free reserves, 08 disclosed tn the trust$. report. Restricted Funds These are income fund$ thai must be spent on restricted pu08¢$ and detai15 of lh¢ funds held Ond ¥e8tri¢tions provided are shown in the notes to the a¢counts wheTe known. Endown)ent Funds These are restricted funds that must be retained as trust capital eitb¢r pennanentty or subj¢ct to a diwretionary power to spond Capital as incom¢ and where the use of any income or other benefit derived from the capital may be restricted or unrestrtcted. Full d¢taiis of all their restrictions are shown in the notes to th¢ a¢¢ounls where known. Designated Funds D¢signaled funds are 8eneral funds whieh have been designated by the Partnersliip for sp¢cifio puo)os¢s and may be r¢d¢signated by the Partherskn'p for any other puwose. LEGAL ENTirY Th¢ partnership was registered to the Charities Commission as a Charitable Incorporated Orgallisalion on 4th May 2021 Page 4 Number 1194320
ST JAMES COMMUNrrY PARTNERSHIP Note3 to the $tA¢eJneThtg Pejiod 4 M8y to 31 December Uniwliicteil Designated Restrlcted EndowmeDt Funds Funds VdS 2021 2021 2021 TotAI Funds 21121 2021 External Hue Internal hire Parti8S 13,059 13,059 1015 1,015 15.074 15,074 4b) OtIEr illGoml rosour¢es Gtants Fundraising Sundry incoma 8,000 300 160 15,000 23000 300 160 8.460 15,000 2{c) Incom¢ ftom investments Intertst Page 5
ST JAMII S COMfvIU1Ty PARTNEI RSHIP Note8 to the financial 5t•lements Period 4 May to 31 December 3. AllAIy5is or10ree8 eXpded Urtrestrieted De8lgnAt¢d Re5tYi¢ted Tothl Fulld$ Funds Fwidg Funds Fundi 2021 2021 2021 2021 21121 3(a) Chwrit4bloDo2JatioTrs O¢lw ¢haritablo or$isli0ns 1,500 1,500 1,500 1,51M) 3(b) Partnersliip RunThi Exp¢nses'. Electricity 588 1144 176 WateT Busitw rat I]TanCe Build%ng repAirs Electrical r¢pair5 Boilor & heating repays Fire Safety equipment Other rq)asrs & tt)aintemnce Trade waste Cleaning & Cleaning materiAis Window clea108 Kitchen it¢nJs Fint Aid Window8 of Hope Hall CommuDity Hub Transformation Grant Rastkrt up Grant Toilet Grant Cleaner Streets GraDt aTrd Tots Grant 176 2ll 723 723 1.445 1,445 207 147 949 2D7 147 949 904 91M 600 4,838 192 275 741 600 4,838 192 275 741 3(c) Portnership management and Jdmini5tration offi Supplies, post48¢ Indepdernt £4xan)iiw Jo8uronce daim Admillrat0r Recharge Sundries {Profit) ILo&8 on Disposal OfFed Assets 16 16 436 436 452 452 P&ge 6
ST JAMES COMMUNITY PIIRTNERSHIP Notu lo Ili¢ finandal KtAlemtiits- fontitiiied Pemd 4 May lo 31 D¢ub. 4. DetAlls of eei*Aln items of expendlture 4.1 Trnstee eXpSe 2021 Numlxr of trustea% who were paKI wellses Natur¢ of the expense Total 4moDnt paid None None 4.2 Fees for examln4tlon or audit of the 2021 Endependent ¢Xam¢S fee Ottr f 16 S. ChIlb]e Dollxtion¥ 2021 %1 Total value of eh41itable don8ti0o¥ Oth¢r charitable organitiOnS I,sTh) I,soo Pa80 7
ST JAMES COMMUNITY PARTNERSHtp the fingnc141 stalemenls. con¢lnued Pmxod 4 Moy to 31 Ik£ember 2021 6. DtbtoJ% hiid pwfftymellts Amowits falling due within one year 2021 Debtors Prepayments and accrned income 1,140 1411 1,280 7. Creditoi¥ aiid aceiwAI$ Anxjunls fallin8 duo with1 one year 2021 CreditOT$ ChurchLoon Accruals 1,024 1,024 Page 8
ST JAMES COMMUNITY PARTNERSHIP Notes to the flnAM¢ial stitement$- lotInued P0d 4 MAY to 31 December 8. Fund BAl#nee At 0410512021 Movemettt for the year 3111212021 8(a) Unr45tricted Funds Gew41 Fund 19,367 8,258 27ffj25 58 27,625 8(b) Designated Funds Tlwe are no designated thnds. 8(c) Restricted Fun& conJmut)rtYBeth Hall Hub {2) TraroM)ItIOn Ikgal (chltY) Mums and Tots Woidows Toilets Rethrb$hm¢nt 1.403 1,403 1,000 1,2QO 259 -%ooo 9,808 io(x) 1600) {74l) 5.000 9.808 iooo 800 18,670 Page 9
ST JAMES COMMUNITY PARTNERSHIP No¢u to tbe f¢al $thtem¢nts- ¢l)ntlrtii¢d Period 4 My to 31 December 2021 9. Tr4nsae¢ioms witli J'elAted pfftiie5 9.1 RemetIon benefits There were no remuneration and benefits patd to trusttts or otr related rtIeS. 9.2 tAbans There were no loans tswitig to or from tho d)aritys trustee3 or other retsited paTti&8 either during the year or outstandit>g at the year end. 9.3 Other trAllgACtlon8 wlth t1$te¢S or related parlles Tjiere wei'e no transactions with trustees oi. r¢lated pwrties. Page 10
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