2023-12-31-accounts

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of On accounts for the year ended Set out on pages	Charity Name Sherwood and Waudby Charity	Charity Name Sherwood and Waudby Charity	Charity Name Sherwood and Waudby Charity
	31stDecember 2023	Charity no (if any)	224209
	2-3 plus additional statement re Helen Coulson (Dunning) Memorial fund (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2023.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention ~~(other than that disclosed below *)~~ in connection with the examination which gives me cause to believe that in, any material respect:

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

• the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

• Please delete the words in the brackets if they do not apply.

Signed: Name: Relevant professional qualification(s) or body (if any): Address:		Date:	7th July 2024
	Nigel Penton
	FCCA
	3 Spinney Way,
	Walkington, Beverley
	HU17 8TU

1

Hr4AfKIAL STATEM￿[5 F(WITHE YEAR ENDING 31 LIECEMBER2023 IrK(AME AND EXPENDtnMtEAccaRir 2022 2023 IPKCNE Rents (Note I ndry Incom 55,475.lJO 102.30 57.155.00 2.30 55,577.30 57,157.30 40.IJOO.IJO ,592.64 21,442.96 783.48 1.064.69 979.71 1,357.00 34.99 326.55 Charity Bank loan: capltal repayment charity bank loan: monthly repayments Prowty repairsand impfo¥ements Property sff¥icechar8e5 Insurance Bowlsclub In￿rante Clerk'ssalary a￿se5 Gifts Pond and waterfall costs Lryal and profeSSbonal fs 8ènkch¥ges Gr￿tsIN0te2I 5.577.33 8,906.80 896.91 421.68 1.650.00 975.18 2,890.74 58.45 75.95 1,905.00 76.562.97 4,081.75 25.458.84 -10,985.67 Bal￿(e01 Incomeover EX￿ditUre 31,698.46 LANCEsH￿rAsAT31 DECW8&4 1023 2022 2023 -13.480.38 Unrestricted Fund * Istj￿V -20.985.67 Bal￿£￿01 Incom*(Ner EX￿dIt￿re -34.466.05 -34,466.05 Unre5trlrted Fund at 31st L)ecemb -34.466.05 31.698.46 -2.767.59 -2.767.59 92.436.70 Retoupment Fund balantt 57,970.65 92.436.70 89,669.11 58,035.45 Natwest Currentktount -64.80 Less.. unpresented theques 57,97Q.65 90,644.29 -975.18 89,669.11 Note: the Charityowns land propffty listed in Note I that ¥eexcluded from thea55ets listed abovo In March 2019. a 15 year loan wastaken out from thecharity Bank secured against Mere Cottageand thenew house5at 73 and 73a End. £40,000 wa5paid off theloan on 12th October2022 lewin8 abalanceof£38.066.94 outstandingat 31st December2023.

FINAKIAL STATEMEN15 F(IIThE YEAR El￿NG 31 DEc￿￿ER1013 2022 2023 5,160.00 5,160.00 5.760.00 5,160.00 5,680.00 7.445.00 I Sherwood Court 2 Shenvood Court 3 Sherwood Court 4 Shuwood Court 5 Shwwood Court 5,210.00 4,780.00 5.810.00 5,210.00 9,000.00 7,430.00 re(otta8t Jr J 6,890.00 8,455.00 0.00 3,740.00 150.00 25.00 1,850.00 55,475.00 73 East End 73a List End I kreLind 40 kres Land Allotmwbt site Busshelt Bowlsclub 6,420.00 7,530.00 o.oo 3,740.00 150.00 25.00 1.850.00 57,155.00 505.00 Walkington School Isi Walkington Scout Group Walkington Vill4e Hall Committee Walkington TUesd￿p1a¥GrQup Walkin8ton Methodisi Church Walkington Junior Badminton Club 1,936.00 1,045.75 500.00 200.00 1,150.00 0.00 0.00 0.00 200.00 200.00 250.00 150.00 4,081.75

Helen Coulson IDunnkn8) Memorlal Fund Flnanclal Ststennt for the year ended 31st December 2023 Income Donations 493.38 165.00 493.38 165.00 Expenditwe Awillianson l Andrews G Prew 200.00 200.00 200.00 400.00 200.00 200.00 200.00 200.00 0.00 0.00 E Nutbrown J knnenink Rjthkins R Mckndr 200.00 0.00 200.00 200.00 1,200.00 1,200.00 8alaK• olexpondlture o%r -706.62 -1,035.00 k 8•1￿ce Opening balanceat Istjanu Deficit for Closingbalanceat 31st December 10,679.42 -706.62 9.972.80 -1,035.00 8,937.80 9,972.80

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Sherwood and Waudby Charity

On accounts for the year 31[st] December 2021 Charity no 224209 ended (if any)

Set out on pages

1-2 plus additional statement re Helen Coulson (Dunning) Memorial fund (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2021.

• Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention ~~(other than that disclosed below *)~~ in connection with the examination which gives me cause to believe that in, any material respect:

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

• the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

• Please delete the words in the brackets if they do not apply.

Signed: Date: 10th August 2022 Name: Nigel Penton Relevant professional FCCA qualification(s) or body (if any):

Address: 3 Spinney Way,

Walkington, Beverley

HU17 8TU

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

RP4AKIALSTATEm￿￿IS F(XtIHEYEAR 31 DECEMb&92021 2020 2021 IIXaME Rents INote 11 Sundrylncome P¥i5h Council grant.. Tr￿ removal at allotmtht site otherdonationstow¥dstree removal 52,640.00 o.oo 492.50 170.00 53,165.00 12.30 0.00 53,302.SQ 53,177.30 1,718.00 1,150.00 9,013.70 887.41 Grants (Note 21 Clerk s salary and expense5 Propwty repars and impro¥eM￿ts Insurance 1,710.00 1.150.00 31.786.09 831.53 887.QQ 0.00 178.34 11,106.48 ,878.77 1,196.00 985.00 72.45 Bowlsclub Irbsurance Gifts Pond and waterfall cosis New build costsand professional fees Charity bank lo￿ reptyments Legal professional f Tree removal: Pjlotment 8￿k(h 30.IXI 252.96 .787.IXI 450.00 65.80 37,073.15 45,063.38 16,229.35 8alanceof Intomeo¥er Ex￿dIt￿re ,113.92 lANcEsH￿ASAT3l DÉCthI8&9 2021 2021 2011 FIMDS .37,823.65 Unre5trictul Fund at 1st January 16,229.35 Balanceof In¢omeo¥er Expwditure -21,594.30 -21,594.30 Unrertrlcted Fund at 31st Decembff .21,594.30 8,113.92 -13,480.38 -13.480.38 92.436.70 Recoupment Fund balance 70,842.40 92.436.70 78,956.J2 •A￿ACc(￿lI4lS 72,032.40 Natwest Current kcount -1,190.00 Less.. creditors 70,842.40 79.506.32 -550.00 78,956.32 Trknte.. the Charity owns land propwty listed in Note I that ¥e excluded from thea5sets listed above. In M¥ch 2019, a 15 year loan wastakw out from the Ch¥lty Wksecured 4ainst Mere cOtt￿e￿d thenEw house5at 73 and 73a East End.Abalanceof£85,248.39 wa50utstandingat31st De(￿b 2021 which can befinanc£d from future rental income on the proputie Payl

sHERWo￿ AK• WALK>BY CHARIIY APW4CIAL sfATEMB4TS FCX4THEYEAR E1&x￿ 31 DECEM8&R 2021 Ntste I . refftta ifftcom 2020 2021 5.040.00 5.040.00 5.640.00 5.040.00 5.040.00 7.260.00 I Shuwood Court 2 Shuwood Court 3 Shuwood Court 4 Shuwood Court 5 Shuwood Court MereCotta8e 5,080.00 5,080.00 5,680.00 5,080.00 5.090.00 7,300.00 Jr J 6,240.00 7,575.00 0.00 73 East End 73a Ea51 End IkreLand 40 kresLand j10tm￿t site 8usshelter owlsclub 5,760.00 8,330.00 0.00 3,740.00 Iso.00 25.00 1.850.00 52.640.00 3,740.00 150.00 25.00 1.850.00 53,165.00 0.00 1,295.00 0.00 Walkingion School Isi Walkington Scout Group Walkington Junior Baminton Club Walkingion PreS(hool Walkingion Bowls Club 1st Walkington Brownies 800.00 750.00 160.00 o.oo 0.00 0.00 120.00 303.00 0.00 1,718.00 1,710.00 P4e2

Helen Coubon (Dunnln8) Memorlal Fund Flnanclal Statement for the year ended 31st December 2021 Donations 120.00 60.00 120.00 60.00 Expendltur• R Jenkins R J Clisby S Kilpatrick G Prthv ANdsey WHunt l Andrw EGoddard R Godd¥d A Bla+B¥n¥d 200.00 21)0.00 200.00 200.1)0 200.00 0.00 200.00 200.00 200.00 200.00 200.00 200.00 200.00 0.00 0.00 o.oo 0.00 1,000.00 1.400.00 8al*K• of •Mp•ndltw• ¢iwr lficoffl• 480.00 -1.340.00 Openlng balanceat 1st Janu Deficit for year Closing ￿￿anCe at 31st Dtt￿ber 12.899.42 480.00 12.019.42 -1,340.00 10,679.42 12.019.42 Page 3