Southmead Community Association Legal and Administrative Infomiation Southmead Community Association is a Registered Charity. Number 201099. The Association is a Communty Centre with the following objects-. (al To promote the benefit of the inhabitants of Southmead and the neighbourhood without distinction of sex, sexual orientation, race or of political, religious or other opinions, by associating together the said inhabitants and the local authorities, voluntary and other organisalions, 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 object of improving the conditions of life for the said inhabitants. (bl To establish or secure the establishment of a Community Centre and to maintain and manage the same (whether alone or in co-operation wilh any local authority or person or body) in furtherance of these objects. {¢) To promote such other Charilable purposes as may from lime to time be detemiined. Registered office Southmead Community Centre 248 Greysloke Avenue Southmead Bristol BS10 6BQ Trustees and Volunteers Volunteer Volunteer Trustee Truslee Trustee Volunteer Trustee Trustee Volunteer Trustee Trustee Mr David Bellamy (Acting as Treasurer) Mrs Sandra Bellamy Mr Alan Bush Mrs Carol Bush Mr Tony Coles (from 41h November 2024) Mrs Jacqueline Dillon Mr Richard Ducker (Chair) Mr Graham Leighton Mrs Sue Levick (Acting as Secretary) Mr Richard Long (Vice Chair) Mr Bryan Scrase Bankers: Lloyds TSB High Street Westbury on Trym Bristol, 8S9 3B Y Registered Independent Examiner: Dick Maule FCA The Cross House South Woodchester GL5 SEL
Trustee's Annual Report Report text for Annual Accounts for the year ended 31st December 2024 The Trustees are pleased to present their report, together with the financial stalements ofthe charity. forthe yearended 31$1 December2024. The financial statements have been prepared in accordance with current statutory requirements, the Articles of Association and the Statement of Recommended Practice - Accounting and Reporting by Charities. Legal and Administrative infomiation. set out on page 1, forms part of this report. Principal Activity (Objertives of the Charity) (al To promote the benefit of the inhabitants of Southmead and the neighbourhood without dislinction of sex, sexual orienlation, ra or of political. religious or other opinions, by associating together the said inhabitants and the local authorities, voluntary and other organisalions, in a common effort to advance education and to provide facilities in the interests of social welfare, for recreation and leisure-time occupation wilh the object of improving the conditions of life for the said inhabitants. (bl To establish or secure the establishment of a Community Centre and to maintain and manage the same (whether alone or in cooperation with any local authority or person or body) in furtherance of these objects. (¢1 To promote such other charitable purposes as may from time to time b8 determined. Our Mlsslon Southmead Community Association works with and offers support to the local community, to bring about positive social and economic change in Southmead by providing affordable opportunities to develop skills and self-confidence of the local people. Southmead Community Centre is a place for people to meet, socialise and interact with one another through community engagement and inclusion. As an organisation we are committed tofulfilling the needs oflhe community providing direct help, advice and support to everyone. The Centre is run by the people, for the people, uniting the community through provision of educational, recreation and leisure time facilities. As an organisation we promote diversity and equality of opportunity in everything that we do. Trustees and General Committee Members and Honorary Officers are elecled to the General Committee at the Annual General Meeting and serve for one year only unless re- elected the following year.
Review of the Year 2024 The Trustees now led by Richard Ducker as Chair have continued lo manage the centre on a voluntary basis through the year liaising with the various groups A stsff member has been able to front the office one day a week, answer the telephone messages and emails to enable the much-needed hall bookings to tske place while the Trustee Board review the staffing requirement for the future. The Social Club bar was able to open at weekends for members and other enquiries dealt with by the staff. The loss of grant from the local authority which previously funded a centre manager, subsequently led to the redundancy of the post and precludes the appointment of any full-time administration or management staff for the foreseeable future. 3.2 Looking at the finances for the year the charity managed a deficit from reserves of nearly £15.000 for the year due mainly to 2 roofing contracts with a local contractor which cost the charity nearly £12,000. Unfortunately, the roof was in such a state the contracted works did little to sort the shortcomings in general - indeed, water penetration has put several areas out of commission but, fortunately this inconvenience was not enough to slop the general ability of the Centre to carry on with ils essential service provision to the community. 3.3 The trustees are well aware that the cenlre's location is part of a designated redevelopment area and buildings either side of the centre are derelicl. To clarify the Cenlre's position to Ihe Trustees, meetings were arranged end 2024 (which took place in early in 2025) with the members of the Bristol City Council Redevelopment Team for the Southmead area. togeth&r with th8 Community Buildings Manager, John Bos. The upshot of the meetings was to rubber stamp the Trustees resolve to continue to use the building for services to the Community as no money is available at the moment or in the near future, for the City Council to redevelop the area on a scale which would affect the continuation of the Community Centre. The Council staff also confirmed the view ofthe Trustees that it was pointless to spend any further monies on the building except for essential repairs and legal compliance such as PAT testing, Fire Safety and Electrical Fixed Wire lesling due to the Council's ultimate plan to demolish the building. 3.4 Once again the charity was very grateful to Bristol City Council for continuing to allow the Association to benefit from Business Rale relief for the 20 % not covered by the automatic 800/0 charity relief available lo all charities. This relief, however, sadly ended in March 2024 not only for the SCA but for all charities in Bristol due to the council's financial position. 3.5 The John James foundation has supported the Community Associalion for many years with grants for Christmas parties and 2024 was no exception. The foundation also funded a summer tea dance which was appreciated by all. Some of the older Community Centre users were treated with theatre tickets for the Redgrave Theatre in Bristol (amateur perforManS at the theatre are also supported by this foundation to the benefit of the city as a whole.)
3.6 The centre welcomed the Frome Valley Tang Soo Do group in November 2024 to hold their weekly group meetings and the Centre remains popular with the local community as a venue for birthday parties wedding celebrations and wakes. Various family generations in the local area have loyally supported the ntre by using it for their celebrations. The centre kitchen still enjoys it's five-star health rating awarded by the City Council's Environmental Health Inspectors. The weekly lunch club continues to be very popular with the community and regular numbers have increased to over 50. The regular participation of volunteers in the kitchen helps to keep the cost of providing the meals down and the low price is much appreciated by the users who are feeling the effects of the costryof-living crisis 3.7 These remain unprecedented times for the country and particulady for the volunteer trustees most of vthom are in their 70$ and the Charity is still anxious to attract and recruit fresh (and perhaps, younger) trustees from the community to ensure that the Centre continues to provide this much needed and much appreciated community asset in Soulhmead which is an area of social deprivation. 3.8 Despite being a difficult year for everyone the Trustees would like to thank all employees and volunteers for their continuing commitment, enthusiasm and support during 2024 and very much welcome any new volunteers in 2025. The Trustees believe that the much-appr8cialed help from volunteers is key lo the overall success of the Centre, and without them, lh8 many activities would not be possible. The Trustees are most grateful for their ongoing contribution to the success and financial viability of the Centre. 3.9 The Trustees continue to believ& that the cenlre's future incentive to encourage new people to join the board is for the charity to convert to a Charitable Incorporated Organisation (C.l.O.) which would provide personal liability security for individual members which an unincorporated organisation. sadly. does not. The expected limited useful life of the centre and limited resources available make this an unlikely aspiration to a¢hieve al the moment especially given the uncertainly of attracting new trustees with a range of administrative and financial skills to the board. The possible provision of a new Community Centre in the future will probably be the catalyst for future Trustees to achieve suGh a thange. How our activities deliver public benefit 4.1. Our service delivery is available to all Southmead residents and Ihose in the surrounding areas who have enjoyed attending the Community Centre over the years and appreciate the various services on offer by volunteers and professionals alike. Services are delivered in line with our principal objective without distinction of sex. sexual orientation, ethnic origin or of political, religious or other opinions. 4.2. Every effort is made to network with other service providers in the area including the local authority, voluntary and other organisations in a common effort to identfy and provide facilities needed in Southmead aiming to improve the quality of life for the local community.
Future Developments Pnorities for the year ahead.. Stay committed to our organisation's aims and objectives to continue to make a difference to people's lives within our community and safeguard the charity and its trustees by becoming a charitable incorporated or9anisation. Continue to safeguard the financial viability of the organisation by securing increased activity and financial support from funders. To operate safely within any ongoing national health restrictions To continue to develop future ideas and proposals for the future redevelopment of the Centre on the "Greystoke Strip" by fully utilising the information and conclusions provided by the feasibilily study in seeking to provide a new Community Centre in the very heart of Southmead. To continue lo empower local people with decision making and ownership of the Centre as well as increasing volunteer opportunities within the community. To continue to identify gaps in services within Soulhmead and develop the Centr8 to meet the needs and expectations of the community by improving our services and facilities the best we can. Rlsk Assessment The Executive Committee has conducted a review of the major risks to which the Charity is exposed as part of ils business plan and satisfied insurers that systems have been established to miligate any risks. Assessment is reviewed on a ¢ontinuous basis and section leaders reminded of their responsibilities. Reserves Policy The charity s policy on unreslricled reserves is to maintain equivalent cash balances: To cover three monlh's budgeted recUent expenditures. To cover planned capital expenditure for the upcoming year. The level of reserves is monitored and reviewed by the Trustees on a quarterly basis. As highlighted in 3.1 of this report the reserves were impacted by the lack of funding for a professional manager in post at the centre. Whilst the reserves are now very healthy (thanks to Covid funding), the Truslees will during 2025 continue to carry out the necessary management roles on a voluntary basis and explore different staffing options lo ensure the Centre is run efficiently as il tries to get back on its feet. This will be reviewed at each monthly Trustees, meeting.
Flnanclal Statemerns Charity law requres trt Trustees to preparn financAal statements for financ4al Jear. we a true and fairview of the state of affairs of the rjianlable b( arKI of the SLJrplus or defiat for that period. In prepanng tho* fin1 statemants. the Trustees have.. selected SLMtabl8 accounting poliae¥ and applied them consTrstènlly', madÉ juO3em&)ts arKI esb"m8teg that arn r8a60nable and prudent follow appliL>ble accountEna standards and statemgnts of recommended practrce wthout any matenal departures." prepared the financial stat8ments on the going concem basis The Truste88 ar& r•iÈwonsible forkeephw proper ac(x>unlna racA)rd$ that disdose th reasonable awaLy at any tlma tha financ4al positson of the ethan6 body and to enable them to 8nsur8 that the financjal
al8m8ntS C4)mply with the relevant Acts.
Thèy are also responsible for safeguarding ihe asset5 of the charflable t¥Ay illl(J hence for taklna reaSrtable steps for the Preventi and detecb'on of and othér irregulantres. In deteminlng how amounts are pre3ented wfthln items in the Stalement of FlnaneiAI Acli¥iti•$ and It Balanco Shé8t. th8 Tru6tees have had regard to the Substan of the reported transxts'ons or arraiigements. In ac£ordancs with g•rrally acc8Ptéd accountsrKJ prinothg or practico. So far as the Tfu8t0•8 arn awaré at thc time Ihe report is approved'_ There 18 no rnlavant infonnats'on of whith aL4W4ation's IndePend¥t exgmlners ar8 unaware and the Trustees have taken all presuibed steps to ensur¢ awar•nl of am relevant infommt1 and to establish that th8 independent examinar is aware of Ihe said infom)8tlon. TnMtee8' Charity Report C•rtffhd ty.. Richard tiucar (Cha) Date". 81h September 2025 David Dellamy (Acting Treasurer) Dat8. 8th September 2025
Independent Examinerf5 report to the trusteC5 or Soutbm¢ad Community A9so¢istion I repryl the p(rJ)urts of fv rjwrity •Jr year je 31q Dwmber 2024 set Ixrt on paots 8 Its 14 Kv&wnJibilili¢s nd of repbrt As ihe ¢hority's irusttS YOU are resp)nsible for the preparation of the )Unts in accordance lili Iltv requiine17ls of Ihe Charities Aci 2011 I'ihe Act,). I rI in of my ¢x8mIn81i( of ihe charity's A¢15 carried oui under seclion 145 L)[ tlie Act find in carrying out my examinati(w I have foll(Jwed all the applicahle l)irectinns given by the Chority Cthnmission under s¢¢tion 145(5Xb) of the Aet. I huve Lump1¢t rny ¥xaminalion. l ¢onfimi thAt no mftteri&l mAtters hnve come to my att¢ntion in ¢onne¢iion with Ihe ¢xAminalion giving m¢ to b¢liev¢ thAI in an>. material r¢¥¢¢. aeeoiJntin8 rtt¢)rd8 wert not kei* in res11 of the charity &8 requirnl hy ¢tion 130 of the ALI; or the accounts do not accord with those r#ords [: LY ¥(Trnl¢ni of DLcounis S out in ihe Chariiies (AccounLS and ReFKlrts) Rt8ulalions ?008 nther than any requirement that the accounL$ give a 'true and fair view. which is noi a mAtter ¢rnsidered As pArt nf an Indenderf txaminiii¢)nl. I nLI LonLerns nnd have cDme. 8cmss nn nther mAtters in cnnn11nn with the exAminxtithn lo wliiLh ¥llenliiiii %liiiiilil Ilrxwn iii illi% ITI tKdei tii eiiahle a pm1 understsndiiig nf the accounls lo ir reached. NAme . Address . Date.. r)ick Maule F.C.A. .1 h¢ Cross Hous¢. The High Street.South Woodchester GL5 SEL I_ts 10 2S
Southm•ad Communlty Association Statemént of Flnanclal Actlvltl•s Ilncludlng Income and Exp8ndbtur• Account] for the year ended 31st. December 2024 Unrestrict Restri¢te(I Fund Fund 2024 2024 Total 2024 2023 Incom8 from: Donations Membership Invgslmenl income Interest 373 1.912 373 1.912 1.249 2.216 349 349 264 Charltabl• actlvities Grants Hall hire and activities Rent Other income 1,395 21,719 21,21XI 1,395 2,295 21,719 20.321 21.200 23.200 Total 46,948 46.948 49.545 Expendlture on: Charitable aclivities Total 61,766 61.766 49.801 N•t In¢om•llgxpendltur•) 114,8191 114.819) {2561 Transfers befven Funds Total funds brought forward 208,315 208,315 208.571 Total funds carrled forward 193,497 193.497 208.315
2(r24 N•5 Flxed oMets Tongible assa9 162,464 167,344 Debtors Cash on hand Lash at bank 2.402 1.558 28.033 32.083 1.760 39.787 42.178 Llabllltle Cr•Jrtors. anw)unts lalling due ithin 12 month 1.051 31,033 40,971 193.497 ?OA.31S The funda of the oharity: Unr••triGW fvnd• laenerai hjnas Désignat•J lund6 38,438 167,059 47,425 160,8è0 RestrICt fvnd• Trtthl oth4rlty fund• 193 497 Rlthard Ducker Chr D8wd Bellamv TTe4Jur blh Se•temb¢r 2025
Southmead Communlty Assoclatlon Notes to the accounts for the year endgd 31sL D¢mr 2024 11 Princlpal Accountlng Pollclos The prinapal alOUnting policies adopted in the preparalion of the finarbfAal statements are set oui below and have rna1ned unthangeil from the pVIouS year. lal 8asis of pparatIOn Th8 charrty constitutes z public benefft entty as defird by FRS 102. Th8 finarmxal ststemenls have been prepared In accordan wlh Ac£a)unbng and Reporting by Charities.. Statement of Recommended Praaice ap1¢ab to chariles ppanj their a¢Unts In acLordan ith the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 10212ThI edition and the Charities Act 2011. The finanrial statements hav¢ been pr¢p8red underthe hi4loFKal co¥1 convention. Ibl Fund accounting lil Unrestrided funds ao availablè lar usè at thè discrètion Of trust••s in lurthèrar of the general objectives olthe charity. liilDesignaled funds a unrestnded funds eam)ark•d by the Manag•nent Committee for particular poSe$. liiil Restricte(I funds are sUbjee lo restrithons on their expendrture inwsed by the donor or through the terrn¥ cf an appeal. Icl Income Ineorne is induded in iht statèmeTht ol financial aetivrts ¥n Ihe thanty is entrtled to the in(£me and the amount can be quantified wth reasonab acojracy. The lollowng sTiC poliei$ are appliéd 10 Particular eategonts of ineomt. lil Income reiVed by way of grants, donations and gifts an¢J Is induded in fvll in the Statement of FiNanal Adivrties lthen rttsivab. Grants. ther• •nirtlem8nt is not condrtional on the delivery of a ¥pe¢ifi¢ perfoan by the tharity. a regjgnised vthen the charrty becomes unconditionally entiUe(I lo the grant. lill Donated servi3 and farjlities are induded at the value to the thonty %there Ihi¥ quantified. liiilThe value of Servi8 provided by volunteers has nol been induded in th88e aeojunts. livl Investment Income is Induded when 1¥able. Ivllncome from charrtable trading actsvity are accounttd for •am•d. Ivillncome from grants. where related to perf0mlan and specific delNerabks. are accounted lor as the thmrrty eams Ihts to cy)nSthra0rn by rts perfoftnanL. Idl Expenditure Expenditure is recognised on an accrual basis as a liabilrty is WIrred. Enditu indJe$ any VAT 1th CAnnot be fulty rewvered lilcosls ol generating funds comprise the costs associated vath attracting voluntary inD)me and the oydts of trading lor fundraising purpose5. lill Charitable expenditure (omprises those (osts incurred by the thanty in the delivery of rts activrties and service5 for rts benefiuaries. li Indudes both costs Ihat Lxn albLXted dir¢tly lo such activities and those (%)sls of an indirect natu neSSary to $UPPDrt them liiilAII costs are allocated bell the expenditure £ztegorie5 of the SOFA on a basts designed to reflect the use of Ihe resourc£. Costs relats'ng to a parb(xJlar actNity are allocated direclly. others a apportioned on an appropriate bag"$. 10
Southmead Communlty Assoclatlon Notes to the accounts for the year endgd 31sL D¢mr 2024 111 Principal Accounting Policies lel Fixed Assets Fixed assets a written off over the expected useful lrfe of the asset on the reducing balance basis at per annum for equipment and 2% straight line for the building. 121 Tangible Assets Building Equipment Total Cost.. balance brought forward addrtions in the year 191,537 1C6,485 298,022 191,537 1 C6,485 298,022 Depreciation balance brought forward charge for the year 30,646 3,831 34,477 100,032 1,049 101,081 130,678 4,880 135,558 Net book value at 31$1. December 2024 157,060 5,404 162,464 Net book value al 31st. t)ecember 2023 160.891 6453 131 Credltor¥ and accNals Creditors.. amounts falling due wrthin 12 months 2024 2023 Sundry ereditors 141 Dgblors and prepaymgnts Sundry debtors 2,492 1,750 151 Employee infomiation 2024 2023 Number of employees Average monthly head cour No employee received emoluments of more than £60.000. Salaries and wages Soaal security costs 10,258 8,3C 10258
Southmead Communlty Assoclatlon Notes to the accounts for the year endgd 31sL D¢mr 2024 61 Expendlture Charitable activities 2024 Charitsble activities 2023 Salaries Activities and cost of sales Rates and water Repairs and renewals Telephone Performing rights Cleaning and laundry Stslionery.poslage and photocopying Light and heal Consuttancy fees and pension contributions Insurance Building maintenance Depreciation Reporting accounlanl's fee Miscellaneous expenses Computer and software Equipment hire and maintenance 10.258 778 3.427 2,694 838 1,478 3,414 252 10,339 2.939 2,446 16.143 4,880 850 16 43 971 8,3C 1,448 2,104 1,008 798 872 2,683 321 11,880 2,730 2,185 7,804 4,970 850 695
Southmead Community Association Notes to the atcounts for the year ended 31st. December 2024 171 Movements In funds Balance 1st. January 2024 Income Balance 31st. Dec. Expenditure Transfers 2024 Unrestricted funds Designated Fund General Fund 160.890 47,425 208.315 3.831 3,831 157.059 36.438 193.497 46,948 46.948 61,766 61.766 Deslgnated Ftjnd: an amount has been set aside to reflect the amount of reseves tied up in the original costs of building the centre. Balance 1st. january 2023 Income Balance 31st. Dec. 2023 Expenditure Transfers Unrestricted funds Designated Fund General Fund 164.721 43,850 208.571 3,831 3,831 160.890 47,425 208.315 49,545 49.545 49,801 49,801 13
Southmead Comrnunity Association Notes to the a¢¢ounts for the ye•r ended 31st. Oe¢ember 2023 181 Analysls of prlor year funds Statement of Financial Activities lincluding Income and Expenditure Accountl for the year ended 31st. December 2023 Unrestricted Restricted Fund Fund Total 2023 2023 2023 2022 Income from.. Donations Membership Investment income Interest 1.249 2,216 1,249 2,216 1,852 1,218 264 264 15 Charitable activities Grants Hall hire and activities Rent Other income 2,29S 20,321 23.2CV) 2,295 20,321 23,21XI 7,817 21,203 21,000 Total 49,545 49,545 53,105 Expenditure on.. Charitable activities 49,801 49,801 51,447 Total 49,801 49,801 51,447 Net incomellexpenditurel 256 256 1,658 Transfers between Funds Total funds brought forward 208.571 208.571 206,913 Total funds carrieij forward 208.315 208,315 208,571 14