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2022-09-30-accounts

Chairman’s Report

November2022

Since last November Taunton Mencap has been busy trying and succeeding to get trips and meetings face to face for all our members while also ensuring their safety. Thank you to Lyn and Dave and everyone for all your support during these challenging times. This next year looks even more exciting with lots of planned outings to some of my favorite places. I’m looking forward to Slimbridge again!

Boating on the river Exe was very relaxing and again The Roundtable treated us to a tour around Longleat with the buses bravely ventured through the monkey enclosure!

Our holiday in Torquay was enjoyed by everyone with breakfast and dinner being good to meet and chat over a leisurely meal. I managed to get to Greenways and Shrek The Musical at the Princess Theatre. Join us all again next year.

We (not me) successfully bought another static caravan where all our members can enjoy a great holiday at a very competitive rate. I dare you to find a selfcatering holiday for a week at less than £300! No it can’t be done! And it is in a beautiful spot not too far from a spectacular coastline and a teddy bear museum in Dorchester.

We are looking for more committee members and supporters or volunteers so please join us for a great time.

Charlie Farrand

TAUNTON AND DISTRICT MENCAP SOCIETY

Charity Registration Number 205244

Accounts

30 September 2022

TAUNTON AND DISTRICT MENCAP SOCIETY

CONTENTS

Page
Income and Expenditure Account 2
Balance Sheet 3
Notes to the Accounts 4

Page 1

TAUNTON AND DISTRICT MENCAP SOCIETY

INCOME AND EXPENDITURE ACCOUNT

Year ended 30 September 2022

Note
2022
£
Income
Subscriptions
1,342.00
Donations received
2
639.70
Grants used to support
the period’s expenditure
3
10,378.00
Caravan bookings
3,574.00
Interest
4
5.14
Social events & activities
5
12,194.40
Fundraising
6
1,055.74
29,188.98
Expenditure
Affiliation fees
7
60.00
Insurance premiums
593.72
Caravan expenses
8
1,388.27
Social events & activities
5
11,633.12
Secretary
9
3,129.12
Development officer
10
6,256.80
Postage
64.08
Bank charges
124.80
Printing
405.00
Appreciation/Christmas gifts
124.00
Stationery
8.50
Donations
-
Website expenses
-
Fundraising expenses
-
Other expenses
25.39
23,812.80
5,376.18
Gain on disposal of fixed assets
8,300.00
Grants used to support
purchase of fixed assets
3
5,000.00
Depreciation
11
(3,465.80)
Excess/(shortfall) of income over
expenditure transferred to/(from) reserves
15,210.38
2021
£
1,081.00
651.75
2,217.00
2,111.00
166.18
5,264.53
862.13
12,353.59
-
564.33
643.67
7,417.19
3,129.12
6,256.80
62.16
87.50
250.00
233.82
-
50.00
12.59
84.00
-
18,791.18
(6,437.59)
-
-
(250.77)
(6,688.36)

Page 2

TAUNTON AND DISTRICT MENCAP SOCIETY

BALANCE SHEET

As at 30 September 2022

Note
Assets Employed
Fixed assets
11
Current assets
12
Creditors: amounts falling due within one year
13
Net current assets
Total assets less current liabilities
Total net assets employed
Represented By
Reserves
14
2022
£
25,263.32
12,709.85
(2,839.48)
9,870.37
35,133.69
35,133.69
35,133.69
2021
£
295.13
23,534.66
(3,906.48)
19,628.18
19,923.31
19,923.31
19,923.31

These accounts were approved at the Annual General Meeting held on 22 November 2022.

Signed on behalf of the Committee

Chairman

Treasurer

Page 3

TAUNTON AND DISTRICT MENCAP SOCIETY

NOTES TO THE ACCOUNTS

Year ended 30 September 2022

1. ACCOUNTING POLICIES

Tangible Fixed Assets

Fixed assets are depreciated on a straight-line basis over their estimated useful lives. These lives are as follows:

Caravan 5 Years
Equipment 3 Years

2. DONATIONS RECEIVED

DONATIONS RECEIVED
2022 2021
£ £
In Memory of Janice Sugars 150.00 -
In Memory of Darren Topp 298.90 -
Private & Anonymous Donations 190.80 613.00
White Stuff Foundation - 38.75
639.70 651.75
  1. GRANTS
GRANTS
Creditor Received Utilised Creditor
30 Sep 21 2021/2022 2021/2022 30 Sep 22
£ £ £ £
Somerset Community
Foundation 1,000.00 - 1,000.00 -
The National Lottery - 9,378.00 9,378.00 -
Bailey Thomas Charitable Fund - 5,000.00 5,000.00 -
1,000.00 14,378.00 15,378.00 -
4. INTEREST
2022 2021
£ £
CAF Bank 5.14 -
United Trust Bank - 166.18
5.14 166.18

Page 4

TAUNTON AND DISTRICT MENCAP SOCIETY

5. SOCIAL EVENTS AND ACTIVITIES

2022 2022 2022 2021 2021
Income Expenditure Income Expenditure
£ £ £ £
You Do Forest School 200.00 221.00 - 656.46
Halloween Party 361.00 216.77 - -
Valentines Party 360.00 252.16 - -
Christmas Party 420.00 332.80 - -
Christmas Crafts 136.00 168.50 - -
Bingo 339.00 370.02 - -
Cooking With Catherine 485.00 104.95 90.00 -
West Somerset Railway 812.00 784.00 - -
Taunton Races 443.00 200.00 - -
Gang Show 171.00 170.00 - -
Exmouth River Cruise 480.00 231.55 - -
Drumming 40.00 - - -
Wayfarers 387.00 336.00 - -
Pantomime Trip 390.00 523.50 - -
Seaton Tramway 511.40 565.00 - -
Mencap Holiday 6,713.50 6,638.00 5,315.00 5,348.00
Longleat Round Table 37.50 - 15.00 37.50
Skittles 36.00 - - -
Flashback Theatre (128.00)
-
168.00 -
Unlock Art - 270.00 - -
AGM - 248.87 - -
Quiz Night - - 95.00 45.00
Easter Crafts - - - 12.50
Starfish - - - 1,317.73
Covid-19 Cancellation Refunds - - (418.47)
-
12,194.40 11,633.12 5,264.53 7,417.19

6. FUNDRAISING

FUNDRAISING
2022 2021
£ £
Somerset Lottery 156.00 286.00
Amazon Smile 21.84 19.56
Collection Tins 229.90 -
Car Boot Sale 106.00 -
Sponsored Walk 542.00 -
Easy Fundraising - 31.57
Cornwall Marathon - 525.00
1,055.74 862.13

Page 5

TAUNTON AND DISTRICT MENCAP SOCIETY

7.
AFFILIATION FEES
National Mencap
8.
CARAVAN EXPENSES
Insurance
Maintenance
Gas
Electricity
Janitorial expenses
Equipment
Furnishings
Storage expenses
9.
SECRETARY
Salary
10.
DEVELOPMENT OFFICER
Salary
2022
£
60.00
60.00
2022
£
225.12
40.20
31.40
82.95
35.38
304.15
236.00
433.07
1,388.27
2022
£
3,129.12
3,129.12
2022
£
6,256.80
6,256.80
2021
£
-
-
2021
£
225.12
259.69
10.06
65.31
37.45
46.04
-
-
643.67
2021
£
3,129.12
3,129.12
2021
£
6,256.80
6,256.80

Page 6

TAUNTON AND DISTRICT MENCAP SOCIETY

11. FIXED ASSETS

Caravan
£
Cost
At 30 September 2021
29,805.11
Additions
28,433.99
Disposals
(29,055.47)
At 30 September 2022
29,183.63
Accumulated Depreciation
At 30 September 2021
29,517.75
Charge for the year
3,458.03
Disposals
(29,055.47)
At 30 September 2022
3,920.31
Net Book Amount
At 30 September 2022
25,263.32
At 30 September 2021
287.36
12.
CURRENT ASSETS
CAF Bank - Current account
Total Bank Account Balances
Prepayments
13.
CREDITORS – FALLING DUE WITHIN ONE YEAR
Sundry creditors
Payroll creditors
Event advance payments
Grants
Equipment
£
2,070.81
-
(2,070.81)
Total
£
31,875.92
28,433.99
(31,126.28)
29,183.63
31,580.79
3,465.80
(31,126.28)
3,920.31
25,263.32
295.13
2021
£
22,436.26
22,436.26
1,098.40
23,534.66
2021
£
200.00
2,346.48
360.00
1,000.00
3,906.48
-
2,063.04
7.77
(2,070.81)
-
-
7.77
2022
£
12,355.17
12,355.17
354.68
12,709.85
2022
£
475.00
2,346.48
18.00
-
2,839.48

Page 7

TAUNTON AND DISTRICT MENCAP SOCIETY

14. RESERVES

RESERVES
2022 2021
£ £
Excess/(shortfall) of income over
expenditure for the year 15,210.38 (6,688.36)
Reserves at beginning of the year 19,923.31 26,611.67
Reserves at end of the year 35,133.69 19,923.31

Page 8

Hazelford Slades Orchard Horton Ilminster Somerset TA19 9SQ

Mr Chris Poole Treasurer Taunton and District Mencap Society Suite 119 Bridge House 7 Bridge Street Taunton Somerset TA1 1TG 22 November 2022

Dear Mr Poole

Taunton and District Mencap Society

From the information and explanations supplied to me, I have reviewed the financial statements of Taunton and District Mencap Society for the period ended 30 September 2022 and confirm that in my opinion they present a true and fair view.

Yours sincerely

Alan W Marshall ACIB