OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2025-05-31-accounts

Charity registration number 1198891 (England and Wales)

SOUTH YORKSHIRE TRANSPORT TRUST

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MAY 2025

SOUTH YORKSHIRE TRANSPORT TRUST

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees Mr G Taylor
Mr C Lemons
Mr D Sentance
Mr M Saunders
Mr P Lee
Charity registration England and Wales 1198891
Principal address Units 1, 2 & 3
Chesterton Road
Eastwood Trading Estate
Rotherham
South Yorkshire
S65 1SU
Independent examiner Brearley & Co Accountants Limited
39/43 Bridge Street
Swinton
Mexborough
South Yorkshire
S64 8AP
Bankers Cashplus Bank
Cottons Centre
Cottons Lane
London
SE1 2QG

SOUTH YORKSHIRE TRANSPORT TRUST

CONTENTS

Page
Trustees' report 1 - 2
Independent examiner's report 3
Statement of financial activities 4
Balance sheet 5
Notes to the financial statements 6 - 12

SOUTH YORKSHIRE TRANSPORT TRUST

TRUSTEES' REPORT FOR THE YEAR ENDED 31 MAY 2025

The trustees present their annual report and financial statements for the year ended 31 May 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Charities Act 2011, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)".

Objectives and activities

The main objectives of the charity is to restore vintage buses and exhibit them, by holding open days and running days for the educational benefit of the public. The vehicle collection is generally focused on, but not limited to the South Yorkshire area.

Public benefit

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake.

Achievements and performance

Significant activities and achievements against objectives

The charitable trust continued in its operations to educate the public in the history of road transport through the preservation and restoration of public transport.

The charity has continued to fund itself through donations, gifts and charitable activities.

Financial review

The charitable trust received donations and gifts in the year of £52,255 (2024: £80,326). Income from charitable activities was £22,516 (2024: £24,575).

The trust recognised a surplus again in the year of £4,892 (2024: £32,694) and unrestricted reserves are currently at £42,051.

Reserves policy

It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure. The trustees consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity’s current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.

Structure, governance and management

The trustees who served during the year and up to the date of signature of the financial statements were:

Mr G Taylor Mr C Lemons Mr D Sentance Mr M Saunders Mr P Lee

Recruitment and appointment of trustees

Trustees are appointed in accordance with the charity’s governing document. New trustees may be nominated by existing board members and are appointed following approval by the full board. All appointments are made based on the skills and experience required to support the effective governance of the charity.

SOUTH YORKSHIRE TRANSPORT TRUST

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

The Trustees' report was approved by the Board of Trustees.

Mr G Taylor Trustee

20 March 2026

SOUTH YORKSHIRE TRANSPORT TRUST

INDEPENDENT EXAMINER'S REPORT

TO THE TRUSTEES OF SOUTH YORKSHIRE TRANSPORT TRUST

I report to the trustees on my examination of the financial statements of South Yorkshire Transport Trust (the charity) for the year ended 31 May 2025.

Responsibilities and basis of report

As the trustees of the South Yorkshire Transport Trust you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (the 2011 Act).

I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Charities Act 2011.

Independent examiner's statement

Your attention is drawn to the fact that the charity has prepared the financial statements in accordance with the relevant version of the Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been withdrawn. I understand that this has been done in order for the financial statements to provide a true and fair view in accordance with UK Generally Accepted Accounting Practice.

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 financial statements to be reached.

Brearley & Co Accountants Limited

39/43 Bridge Street Swinton Mexborough South Yorkshire S64 8AP 23 March 2026

SOUTH YORKSHIRE TRANSPORT TRUST

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 MAY 2025

Unrestricted Unrestricted
funds funds
2025 2024
Notes £ £
Income and endowments from:
Donations and legacies 3 52,255 80,326
Charitable activities 2 22,516 26,519
Investments 4 42 33
Other income 6 1,554 1,630
Total income 76,367 108,508
Expenditure on:
Charitable activities 5 71,475 75,814
Total expenditure 71,475 75,814
Net income and movement in funds 4,892 32,694
Reconciliation of funds:
Fund balances at 1 June 2024 37,159 4,465
Fund balances at 31 May 2025 42,051 37,159

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

SOUTH YORKSHIRE TRANSPORT TRUST

BALANCE SHEET

AS AT 31 MAY 2025

Notes
Fixed assets
Tangible assets
12
Current assets
Debtors
14
Cash at bank and in hand
Creditors: amounts falling due within
one year
15
Net current assets
Total assets less current liabilities
The funds of the charity
Unrestricted funds
16
2025
£
60
4,866
4,926
(1,519)
£
38,644
3,407
42,051
42,051
42,051
2024
£
314
4,027
4,341
(2,731)
£
35,549
1,610
37,159
37,159
37,159

The financial statements were approved by the trustees on 20 March 2026

Mr G Taylor Trustee

SOUTH YORKSHIRE TRANSPORT TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MAY 2025

1 Accounting policies

Charity information

South Yorkshire Transport Trust is a charity. It's registered address is Units 1,2 and 3, Chesterton Road, Eastwood Trading Estate, Rotherham, S65 1SU.

1.1 Basis of preparation

The financial statements have been prepared in accordance with the charity's governing document, the Charities Act 2011, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)". The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities not to prepare a statement of cash flows.

The financial statements have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a true and fair view. This departure has involved following the Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors or grantors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

Endowment funds are subject to specific conditions by donors that the capital must be maintained by the charity.

1.4 Income

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

SOUTH YORKSHIRE TRANSPORT TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MAY 2025

1 Accounting policies

(Continued)

1.5 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement, and the amount of the obligation can be measured reliably.

Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges are allocated on the portion of the asset’s use.

1.6 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Plant and equipment 25% Reducing Balance Motor vehicles 25% Reducing Balance

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

1.7 Impairment of fixed assets

At each reporting end date, the charity reviews the carrying amounts of its tangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any).

1.8 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.9 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

SOUTH YORKSHIRE TRANSPORT TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MAY 2025

1 Accounting policies

(Continued)

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

2 Income from charitable activities

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Charitable activity
Rent received 21,895 22,883
Bus storage 621 1,692
Rust bucket - 339
Open Day - 1,605
22,516 26,519

3 Income from donations and legacies

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Donations and gifts 52,255 80,326

SOUTH YORKSHIRE TRANSPORT TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MAY 2025

4 Income from investments

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Interest receivable 42 33

5 Expenditure on charitable activities

Charitable Charitable
activity activity
2025 2024
£ £
Direct costs
Depreciation and impairment 10,752 11,116
Rent 53,603 53,599
Rates - (558)
Premises insurance 2,603 2,540
Repairs and renewals 1,344 2,169
Power, heat & light 624 1,110
Motor expenses 714 1,484
Advertising - 1,922
69,640 73,382
Share of support and governance costs (see note 8)
Support 797 1,322
Governance 1,038 1,110
71,475 75,814
Analysis by fund
Unrestricted funds 71,475 75,814

6 Other income

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Net gain on disposal of tangible fixed assets (10) -
Other income 1,564 1,630
1,554 1,630

Other income has been received from HMRC charities £1,564 (2024 - £1,630).

SOUTH YORKSHIRE TRANSPORT TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

7 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the charity during the year.

Two Trustees were reimbursed for the purchase of fixed assets in the year. The total cost of the fixed assets was £1,280.

8 Support costs allocated to activities

8 Support costs allocated to activities
2025 2024
£ £
Subscriptions - 90
Public liability insurance 381 170
Print, post and stationery 15 42
Website hosting 216 115
Telecommunications 40 48
Bank charges 76 125
Sundry 69 732
Governance costs 1,038 1,110
1,835 2,432
Analysed between:
Charitable activity 1,835 2,432
9 Net movement in funds 2025 2024
£ £
The net movement in funds is stated after charging/(crediting):
Fees payable for the independent examination of the charity's financial
statements 1,038 990
Depreciation of owned tangible fixed assets 10,752 11,116
Loss on disposal of tangible fixed assets 10 -
10 Employees
The average monthly number of employees during the year was:
2025 2024
Number Number
Total - -

There were no employees whose annual remuneration was more than £60,000.

11 Taxation

The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

SOUTH YORKSHIRE TRANSPORT TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

12
Tangible fixed assets
Plant and
equipment
£
Cost
At 1 June 2024
22,900
Additions
2,314
Disposals
-
At 31 May 2025
25,214
Depreciation and impairment
At 1 June 2024
5,613
Depreciation charged in the year
4,739
Eliminated in respect of disposals
-
At 31 May 2025
10,352
Carrying amount
At 31 May 2025
14,862
At 31 May 2024
17,287
13
Loans and overdrafts
Other loans
Payable within one year
14
Debtors
Amounts falling due within one year:
Prepayments and accrued income
15
Creditors: amounts falling due within one year
Borrowings
Accruals and deferred income
Motor
vehicles
£
24,020
12,543
(1,200)
35,363
5,758
6,013
(190)
11,581
23,782
18,262
2025
£
481
481
2025
£
60
2025
£
481
1,038
1,519
Total
£
46,920
14,857
(1,200)
60,577
11,371
10,752
(190)
21,933
38,644
35,549
2024
£
1,741
1,741
2024
£
314
2024
£
1,741
990
2,731

SOUTH YORKSHIRE TRANSPORT TRUST

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

16 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used. These include designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes.

At 1 June Incoming Resources At 31 May
2024 resources expended 2025
£ £ £ £
General funds 37,159 76,367 (71,475) 42,051
Previous year: At 1 June Incoming Resources At 31 May
2023 resources expended 2024
£ £ £ £
General funds 4,465 108,508 (75,814) 37,159

17 Related party transactions

There were no disclosable related party transactions during the year (2024 - none).