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2022-09-30-accounts

BEDFORD & DISTRICT SOCIETY FOR PEOPLE WITH LEARNING DISABILITIES

(Affiliated to The Royal Mencap Society. Charity Commission No 218689)

INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 30th SEPTEMBER 2022

Unrestricted Restricted Total Funds Total Funds
Note Funds Funds 2022 2021
INCOME £ £ £ £
Minibus 1 909 ~ 909 520
Donations 2 [
1,993
~ 1,993 5,326
Subscriptions 453 ~ 453 448
Gift Aid - tax refunds i ~ ~ 140
In memory ofdeceased members 470 = 470 =
Weekly Bonanza- income 1,020
less:prizes paid out 270 750 = 750 690
Interest
Government Furlough grant
Sparkle Club Income
4 42
oa
oe

=
~
i)

42
~
0

6
125
1,687
Summer Playscheme income 5 = 48,205 48,205 43,454
Total Income 4,617 48,205 52,822 52,396
EXPENDITURE
Grants for Holidays ~ 700 700 500
Signpost Volunteers:- grants & expenses ~
400
= 400 650
Grant: Ridgeway School 500 500 -
Minibus:- running costs 1 1,576 ~
1,576
1,055
Administrator - salary
Administration
as
237
a
~
ee
237
208
269
Insurance/Affiliation 318 im 318 739
To Royal Mencap 3 6,426 ~ 6,426 ~
Miscellaneous
Sparkle Club costs
Summer Playscheme costs
4
5
125
~
~
~
on
1,991
46,494
125
1,991
46.494
87
1,256
43,157
Total Expenditure 9,582 49,185 58,767 47,921
Netincoming/outgoingResources (4,965) (980) (5,945) 4,475

page 1 of5

BEDFORD & DISTRICT SOCIETY FOR PEOPLE WITH LEARNING DISABILITIES

(Affiliated to The Royal Mencap Society Charity Commission No 218689)

BALANCE SHEET AS AT 30th SEPTEMBER 2022

30th Sept 2022 30th Sept 2021
Note
£ £ £ £
CURRENT ASSETS
Scottish Widows 3 month notice a/c 10,689 8,678
CafBank Deposit Account 12,227 17,034
Banks:
~ CurrentAccounts 10,632 13,471
Cash in hand 58 58
Debtors 6 0 310
33,606 39554
REPRESENTED BY:
Unrestricted Funds 7
- balance brought forward 16,072
less: excess of Expenditure over Income (4,965) 11,107 16,072
Restricted Funds 8
- balance brought forward 23,479
less:excess ofExpenditure over Income (980) 22,499 23,479
33,606 39,551

page 2 of5

BEDFORD AND DISTRICT SOCIETY FOR PEOPLE WITH LEARNING DISABILITIES

(Affiliated to The Royal Mencap Society Charity Commission No 218689)

Notes to the Accounts 2022 2022 2021
£ £ £
1 MINIBUS
The net running costs for the minibus were 667 935
2 DONATIONS RECEIVED
Emma Muir - sponsored London marathon 1,755
Other donations (1) 238 1,993 5,326
3 TOROYALMENCAP

This payment of £6,426 to Royal Mencap is the result of a sponsored Marathon run by Emma Muir, which was initially thought to be in favour of this Society - and £4,671 was received by us last year. A further £1,755 was received early in the current year, but after protracted discussions with the Royal Society, we reluctantly accepted that a genuine mistake had been made and that the total amount raised needed to be paid over to the Royal Society.

4 SPARKLE CLUB

Income

Total Income
0
1,687
Expenditure
Tuck shop purchases 0
Discos / workshops etc 381
Leader - salary 1,332
Rent 210
Miscellaneous 68
Total Expenditure 1,991 1256
ExcessofExpenditureoverIncome (1,991) 431

page 3 of 5

5 SUMMER PLAYSCHEME

----- Start of picture text -----
|||||||||| |---|---|---|---|---|---|---|---|---| |Income|£|ic| |Grants:|Bedford|Borough|&|Central|Beds|Councils|19,860|20,591| |Raised|by|Bedford|Mencap:| |Personal|gifts|300|204| |Parental|payments|28,045|22,659| |Total|Income|48,205|43,454| |Expenditure| |Staff|salaries|+|N.1.|39,825|34,621| |Transport|706|633| |Volunteers’|expenses|254|581| |Admin|costs|0|59| |Trips/visits|i)|117| |Toys|and|equipment|190|=| |Entertainment|970|845| |Rent|&|Registration|fee|3,040|4,590| |Training|costs|142|550| |Miscellaneous|1,367|1,161| |Total|Expenditure|46,494|43,157| |Excess|of Income|over|Expenditure|1711|297|

----- End of picture text -----

6 DEBTORS: are amounts due at 30th September for use of the minibus

page 4 of 5

7 UNRESTRICTED FUNDS
2022 2021
Accumulated Fund (Unrestricted Fund) £ £
Balance brought forward 8,072
less: excess of expenditure over income (4,965)
3,107 8,072
New Minibus Fund (Designated Fund)
Balance brought forward 8,000
8,000 8.000
11,107 16,072
8 RESTRICTED FUNDS
Jim Nickson Holiday Fund
Balance brought forward 8,980
less: grants made (700) 8,280 8,980
Summer Playscheme
Balance brought forward 8,221
plus: excess of income over expenditure 1,711 9,932 8,221
Sparkle Club
Balance brought forward 6,278
less: excess of expenditure over income (1,991) 4,287 6,278
22,499 23,479

Reserves Policy

The Executive Committee has established a policy whereby the Unrestricted Funds not committed or held in a Designated Fund should be maintained at a level between 6 and 9 months of annual expenditure, which equates to between £4,800 and £7,200 in the Accumulated Fund. At this level, the Committee feel that the activities of the Society would be able to continue should there be a significant drop in funding whilst efforts were made to replace the income lost or to change the Society's activities. The unfortunate financial transactions regarding the Marathon sponsorship monies over the past two years has made it difficult to identify an accurate amount currently needed as a sensible Reserve, but your Committee will continue to keep this aspect under careful scrutiny.

The money earmarked for a new Minibus (Designated Fund) is seen as a sensible provision for such a future replacement vehicle, but a transfer into this Fund has not been made this year.

page 5o0f 5

REPORT OF THE INDEPENDENT EXAMINER TO THE TRUSTEES OF BEDFORD & DISTRICT SOCIETY FOR PEOPLE WITH LEARNING DISABILITIES

Registered charity: 218689

| report to the trustees on my examination of the accounts of the above charity for the year ended 30" September 2022.

Responsibilities and basis of report

As the charity trustees, you are responsible for the preparation of the accounts in accordance with the Charities Act 2011.

| report in respect of my examination of the Trust's accounts carried out under section 145 of the Charities Act and in carrying out my examination, | have followed all the applicable directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

| have completed my examination.

| confirm that no material matters have come to my attention in connection with the examination which give me cause to believe that in, any material respect:

e the accounting records were not kept in accordance with section 130 of the Act; or

e the accounts did not accord with the accounting records; or

e the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

| 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 accounts to be reached.

Nao ac ( Roger Gadsden

29 Great Portway

Great Denham MK40 4GA

Date: Nok ARAL 2022.

Bedford Mencap : AGM : 23 May 2023

CHAIRS REPORT

Many of our meetings have continued to be virtual this year but we have been able to meet in person.

Playscheme supported over 110 families and had a great time, they were able to access a great deal in the community as well as the farm, music, crafts and sports on site.

Sparkle Club is doing well the new leader Heather has settled in well there are 40 members who attend regularly.

Smiley Club has yet to re-open but we are hopeful that it will soon as all the children miss it.

Sadly Michael Toombs passed away, he served our community in many roles, including mine for many years.

My thanks to all on the committee for their continued help and support.

Vanessa Wilson

Chair