Happy Moments CIO Charity number 1203403 Annual Report and Flnanclal Statements for the year ended 31 July 2025 HappyMOMents INSPIRING MOMS ACROSS BATLEY & DEWSBURY -4Q44MUIIIT¥ AC¢OuMfiMG. WEST YOkK$41*É
Happy Moments CIO Annual Report and Flnanclal Statoments for the year ended 31 July 2025 Contonts Pag• Trustees, report 2to4 Examin8ls report Recelpts and payments account statement of assets and liabilities Notes to th8 a¢¢ounts 810 10 Prepared by West Yorkshire Communlty Accountancy Servlce CIO
Happy Moments CIO Trust••s' report for the year •nded 31 July 2025 Raron¢8 and admlnlstrative dotails of thg charlty. Its trustggs and advlsors The trustees during the financ181 year and up to arKI irKIJ1rj the date the report was apwoved were: Nam• Position Ruqaiyah Dwan Chair Zarina Khan Secretary Nazneen Chopdat somal Raval shah Sacha Charlty numbor 1203403 Registsred in England and Wal Reglstor•d and prlnclpal addrgss Highbury Halifax Road Dew8bury WF134JA Bankars Llosffls Bank PIC 2138 Coventy Road Sheldon B26 &M Ind•p•ndgnt •xamln•r Simon Boslrom FCIE W•st Yorkshlrg Communlty k¢ountancy S•rvlc• CIO Sirlnger House 34 Luplon Slrgel L88ds L810 2QW Slruclurn. gov•rnan¢e and manag•m•nt The Gharity Is a Charitable IncorF#)rated ganIsatI( ICIO} foundatlon fmed on S Jun8 2023, as amended 20 May 2025 and is govemed by a constitution. M•thod of rKrultment and appolntmant of truste The tru$to85 of the charlty are appointed by th8 trustees at a dufy Conven meeting.
Happy Moments CIO Trustees. report (continued) for the year ended 31 July 2025 Objoctlves and actlvltlos The charws obj•cts 1) To promote and protect the physiel and mental health of women. children and their famdigs through the provision of antenatal . posthatal and perinatal services. act5vities. dasses and groups. 2) The preventic or relief of poverty in North Kirklees in such ways as the Trustees may determin8. 31 The advancement of education of V•Y)men, dNldren and their familles in North rkI08$ through clas868 and aclivi11gS. 41 The relief of thos8 In need, by reason of sth. ap.11 heallh. dIsalIty or finandal hardshlp In North Klrklees. The charlvs maln actlvhles H8ppyMOMents CIO is a peer to peer charity. supporting moms. children & families in Batley & Dewsbury. We have had a suw¥ful first year as a CIO. which has bu1 w the fndatIOnS laid by our work 85 a coftytilutod community group in tha 6 yoars boforohand {th08e all had fornal acc<)unts tool. Our main activities fo¢u$ on providing OppornItiO$ for early leaming, development and wellboing for Ic¢al familles, the majority of whom are from a BAME background with intersecting vulnerabllibes. particularly living In the top 11>20% of the most dewryed areas in the county. Our preventativ8 approath to heallh and wellb8iw means we offer peer to peer advice and support lo l¢)Gal families by ssgnposting through ¢JJr provigion: often we are a bridge lo more fomal heatthcare seThices and we support fafflilie$ lo navigate the I¢1 hoalthcare $yslom if ne6ded. We are embodded thin the Lo¢81 Maternity SyBlem. erKI work clty with other Matemity profes8Mal8 via the Lal Malemity Voice8 P8rtnershlp. Our passion for battor OPEIni.e5 for early wjucation is ¢CmF4omenled by being an active member of the local school hub. BBEST. Our maln pros1On Is based at a kxal Surestart Centra 8t Pentland I&N School In Dawsbury and we Vrk wlth other venues In Batsy to offer provision th¢r• t. The Slay & Play Schedule for Batley & Dewsbjry is reld upon by knal famili8$ to pn weekly early learning actlvilles for their chlldren. 11 is shared on our n8lDd(s and more widely by olh8r local hubs and schools as they See the benefft of eaty engagement th faMirs. Thls one of our main outputs and routes tr) wular engagement over 2(K(J+ families on our nelworks and also regular contact Ylth local schools and session providers %thich ara mainly $¢h¢)ol$ and nurseries. We are proud to hav8 established a steady and regul¥ antenalal and [5yEarS offer through our work this year., our ffjgular provi$lM now Indudes.. Stsy & Play Schedule lupjated every haw temi) Antenatal Classes Bre8Stfeeding Support and Baby Self Weigh Baby Massag8 Classes Baby Sensory Classes Sensory Play Classes Stay & Play Classes SLSPPOrt for Single Moms We also host ad hoc communlty events and ourlln818 thi8 year. the HappyMOMents Mlni Trna8ur8 Market was hugely Successful fundraiser f¢x us. By working wFth fundefs. businesses and prov#Jers. we are abb8 to r&Juce costs of these classes to allow better a¢cess to the provi&on to IcKal farnilies who most need il. PubllG benefft stal•mont In setting our objectives and planning our activilies ourTrustses have given serp)us consid8ration to the Charity Commission's general guitsrTh on public benefiL
Happy Moments CIO Trustees. rnport (contlnu•d) for the year ended 31 July 2025 Achievoments and perforniance Oijr second year as a Registered CIO has allowed consdKlation of our provision. See below for the wondèrful support our team of dedicated volunteers have provided to the l¢xal Lxmmunity this year.. Outputs: Area Schedules of classes for Babies & Chilthen Empowered Birth Antenalal Workshops Cohorts of Baby Massage Classes (60 Babies & 60 Moms) Cohorts of Baby Sen$ory Classes (60 Bables & 60 Moms) 10 Cthorts of Sensory T(KkIr Classes (120 Children & 120 Moms) 30 S8ssions of Stsy & Play sIOMents Sess#)ns {4 Children & 400 Moms) New Bre8StfeediTrJ SupF4)rt Vdunteers NEW Miscarriage Support Course with Talklhru Fantastic Careers Themed Community Funday Ajso Volunteer Recnjitment & Delopment and Support for Single Mom$ NEW: 6 C8rKIO8s & Popccffn Operatives to help fundrai8e for HappyMO•Aents NEW.. Slime Classes.. An overwthdming success led by 2 of our Senior volunt88rs & 2 Vrk 8xp6rience 8tud8nts 21 Lo¢al businesses SuFf(Ki1 our fvnday and work thi5 r- thank youl We also contlnued to build exCelt engagement Wbth local (ganisatiOnS to support our community, including Maternity vCeS Partnership, The Fiekjs CIC, BBEST, Midyrykshirg hospitals. Third Sector Leaders, LcKal Sch18 and KIrkI Councll. We ended the summer with a wrful fundr8iser which means we begin next year with a sound financ1 start,. fundralslng wil b8 a focus fcf our team for th8 o)ming y8ar 88 fundiThJ Op[unIt8 are 8tll drfncull to Secure. A 8incere Ihank y)u to our wonderful Trustees. volunteers. fund8r8 and buslne88e8 tho (yJntlnue lo help us to 8UPPOrt more Ihan 2000 local families here in Ihe heart of lfjrklees. Flnanclal revlew Th8 nel receipts for the year were £2,145, induding n8t r8¢apts of £1,981 on unro$trl¢#ed funds and net receipts of £164 on re5triGt8d funds aft8r transfer8. RoseNes pollcy Reserves for HappWOMents must hold a minlmum of slx months of overhead costs restricted for this purpose. Tt ¢hariWs free reserves, at th8 spar end were £8,524. 10 /1£125 Approved by the trthrd oftrustees on ............ ... . Signed.. (Trusteel Name.. ...A1).£.E.KY ch.oPDAf
Happy Moments CIO Independent examlnerf5 report to the trustets of Happy Moments CIO I report the charity trustees on my examination of the accounts of the CIO for the year ended 31 July 2025, which are set out on pages 6 to 10. R?sponsibllitles and basis of rowt As the charty trustees of the CIO you are f8SFJnsib18 for the preparation of the a¢¢wnts In accordance with the requirements of the Charrtles Act 2011 (Ihe Arti. I reFKfft in respect of my gxamhatkn oftha CIO'S 8Lxounts as carried under sectp)n 145 of th& 2011 Act. In Carrng out my examination I have follod all the aFpll¢able Dlrectlons gfven by the Charity Commission und8r Secti 145(51(bl of th8 A£t. Indop•nd•nt 8xamln•rf• stat•m•nt I have Gompletad my 8xamination. I conffim that no material matters have como to my attenOn In connectlon with th& oxamination giving me Cause to beileve that in any material respecL' 1 accounting records were not kept In resKd of the charty as required by section 130 of the Ch8ritse8 Act. 2 the a¢¢ounts do not accord with those records. I have no concems and have come across no other matter¥ in with the 8xaminatson to which attention should be drawn in this report in order to en8bl& 8 proper uThJerstanding of thg 8¢tnts lo b& reached. Slgned: Name: Simon Bostrom FCIE West Yort(shlre Communlty A¢¢ountan¢y S•Nk• CIO Stringer House 34 Luplon Street Leeds LS10 2QW
Happy Moments CIO R•celpts and payments account for the year •nd•d 31 July 2025 2025 2025 Unrestricted Restricted fun(ts funds 2025 Total funds 2024 Total fund$ R•c•lpts Grants and donations Income from classes Event incom8 Fundraising income Donation from unincorporated chaiity Voluntéér onboardlng fee Total r•¢olpts 121 13.996 13.996 5.549 2.516 9,751 30.575 3.235 1,796 9.751 720 6,469 22,607 75 17.171 75 31.887 14.716 62.886 Paymènts Sessional staff Charty management Project slaff Project resources Project expenses Baby Massage instructor D8S checks Volunteer Iralnlng Venug hir• Insurance Moblle phone Travel exFense$ Marketing Websits ho$ng Event 8xpense$ Accountancy and indep8ndent examinal Sundry expen Total paym•nts Not r•colpts I Ipaym•nts) 270 2.645 4,087 3.224 150 1.410 420 4.055 9.067 4,780 1.229 3,745 6.050 8.488 2,540 15,218 1,840 430 2,257 1,040 181 225 86 4,008 495 8.070 378 492 55,543 1.556 250 1,810 181 307 1.650 181 307 47 2,288 138 3,811 540 361 29,742 2.145 15 1,234 138 3,811 57 14,$52 164 15,1 1,981 Fund b8lance8 broughl forward Fund balance8 carrled fonvard (3) 8,524 9.488 7.343
Happy Moments CIO Statement of ass•ts and Ilabilities as at 31 Juty 2025 2025 2025 Unrestricted Restricted 2025 Total 2024 Total Cash funds Cash at bank Cash in hand Total cash funds 7,977 547 8.524 8.941 547 6,796 547 7.343 Assets rotalned for tho charws own u Stsy and Play toys Sensory play toys 4 x laptops Mobile Phonfy Llablllll 2025 A¢crual$ 792 792 l o /J¢L/25 The fin8n¢ial statements were apF*oved by the board of twstee8 on ............ Signed.. (Tru8tee) Name.. cMopDfiT
Happy Moments CIO Notes to the accounts for the year ended 31 July 2025 1 AcCoun9 pollcles BasS8 of accounllng The trustees have taken advantage of sectK)n 133 of the Charities Act 2011 and hav8 prepared the accounts on a r8¢8ipts and payments basis. There has been no change to the accounting polrcwJ since last yBar. No changes have be6n made to th8 accounts for prevK)us wrs. Fund a¢¢ountlng Unrestricted funds are 8vai18ble for use at the dis¢retion of the trustees in fijrtherance of th8 general objectlvgs of the eharity. Re8trlcted funds are subiectad to restrict on thoir exkwThJitiJre *n[Sed by the donor or through the term8 of an app6al. Furth8r explanatlon of the natur8 and purpose of each fvrnl is iThSuded in th8 notes to the accounts.
Happy Moments CIO Not•s to the accounts contlnued for the year •ndod 31 Juty 2025 2 Grants and donatlon$ 2025 2025 Unrestricted Restricted furHIs funds 2025 Total nds 2024 Total funds Ba118y & Birstsll Communty Kirklees Council Third Sector Loaders lfjrklees Yorkshire Wildlrfe Trust Fresh Futures One Community You & Your ComMunY Olher donations 11,346 150 11.346 150 2.000 3,0 3,Crf)O 500 75 30,575 13.996 13,996 3 R•$trfcted fund• Balance bff In¢oming IgoIj Transfers Balance ejf KiTkSees c(munity Plus Fund Yorkshire Wildlrfe FuThJ Spacetruve MLPF Balley & Birstsll CF 8aby Massage TSL Thank You Fund HSF On8 Community Fresh Futur8S 1.256 5,096 964 250 150 250 150 300 14.552 14.716 Fund nama Purpo8• of r•strlctlon Kirkloes Community Plus Fund To offer subsidised sens(Yy cl8S8es 80 they are acc6sslbl6 to as many locel famllieg 89 posslble. To encourage people into the beautifvl countyslde in Yorkshir8'S Inglely)rwh region. We have hosted 2 lrips so far almed at women and children. priLYrtising single molh8r8. To $UPFQrt Ihe costs of our large ejjmmunity fundraiser on 6n125 whlch induded a careers fayTe. antenatal fayTe, c#)mmunity market. tknikoy rhjes. balkKsn hOLe. mega txJJnce zone and classes. To SUPFQrt the costs of Wf senstry. craft and chai & chill classes on our ennual funday M 617125. To support the costs of our large community fundraiser on 61T125 which induded a reer8 fayre, antenatal fae. e4)mmunity market, (bjnkey re8, balkrf)n house. mega tne& zone and dasses. T0d[d8 supp¢xliNd costs for Baby Mass0 Classes. Toward5 the cost of thg thank you volunteers evant. Support for Slngle Moms.. focJ & vrami space event & fc)d vouchers and CtrIbutiOn to core costs. The transfer relates to support grven for fundraisiThJ. Support the costs tuKarts senscry. baby massage & schedules classes and a contribution to core costs. YtJTk$hire Wildltfe Fund Spacehive MLPF Batley & Birstall CF Baby Massage TSL Thank You Fund HSF One Community Fresh Fulures
Happy Moments CIO Notes to the accounts contlnu•d for th• year end•d 31 July 2025 4 Rolotod party transxtions Trustee exponsos No trustee received any expenses duriry Ihls year rx Ihe previ(yJs year. Trustee r•munorntlon and benefits No trustee received any remunerab.on or benefft during thi8 or the prevlcws ywr. 10