Registered Charity No. 227228 ## Yorkshire Band of Hope Union UNAUDITED FINANCIAL STATEMENTS for the period ended 30 September 2025 Yorkshire Band of Hope Union TRUSTEES AND PRINCIPAL ADVISORS PRESIDENT: Alan Toon CHAIR OF TRUSTEES: Alan Richards (deceased May 2025) Alan Toon (appointed June 2025) VICE-CHAIR: Joan Forrester TRUSTEES: Joan Forrester Alan Toon Kim Willis Andrew Willis Alan Richards (deceased May 2025) Kathleen Pine (resigned July 2025) PRINCIPAL OFFICE: St. James Church & Parish Centre, St. James Way Huddersfield, HD5 9NG BANKERS: HSBC Plc PO Box 105 33 Park Row Leeds LS1 1LD INVESTMENT MANAGERS: iWealth Financial Limited PO Box 523 Leeds LS17 1NP INDEPENDENT EXAMINER: Beldenn Limited Chartered Accountants Unit 2 Axis Court Nepshaw Lane South Leeds LS27 7UY _Page 1_ ## Yorkshire Band of Hope Union TRUSTEES’ REPORT The trustees submit their report and the financial statements of Yorkshire Band of Hope Union for the period ended 30 September 2025. ## OBJECTIVES AND ACTIVITIES The objectives, set out in the Constitution, are to promote total abstinence from alcohol, tobacco and illegal drugs and to help children that live and are educated in Yorkshire in particular, but not exclusively, make healthy life choices through the following activities: - Designing, selling and delivering education and training materials on the effects of alcohol, smoking and illegal drugs to the body and society in general - Training the public in all aspects concerning the misuse of alcohol and drugs in order to promote total abstinence, moral and family welfare and the care and upbringing of children through good parenting skills - Training people responsible for children, in particular by facilitating access to good quality educational materials and courses on the delivery of materials - Running or supporting children’s activities associated to partner charities, churches, schools or community groups in a safe environment and away from the dangers of alcohol and illegal drug use - Partnering with like-minded organisations to further any of the above objectives When planning activities for the year, the trustees have considered Charity Commission’s guidance on public benefit. ## ACHIEVEMENTS AND PERFORMANCE During the year our staff have been involved in raising the awareness of the dangers of alcohol, tobacco, other legal and illegal drugs to: ## **Schools** 5 primary schools for 559 pupils – 29 sessions and 24 teaching staff ## **Parent/Carer/Teaching Staff Session** 1 session – 20 adults ## **Youth and Children’s Clubs** 6 times helping at a games club at our local library between 8-31 children and 5-13 adults per week Further to the lessons and sessions which our staff delivered, they had more opportunities to tell others about our work. Staff attended one online training course with other health professionals. Staff attended three conferences in person, where they found opportunities to engage with other professionals, trustees and volunteers to tell them about our work. Staff attended two council meetings with local councillors. Staff were able to talk about our work representing schools, businesses, charities and local people. _Page 2_ Yorkshire Band of Hope Union TRUSTEES’ REPORT Events were attended in the community where our staff and trustees were able to share and exchange information about our work. There have also been meetings with other charities working in Kirklees during the year where staff have been able to share information and raise awareness about our work and charity. In addition, staff have also promoted our work and raised awareness of the dangers of alcohol, tobacco and other legal and illegal drugs through our Facebook page. ## FINANCIAL REVIEW The general fund amounted to £582,073 at 30 September 2025 (2024: £591,210). The Trustees consider the level of funds to be prudent having regard to the charity’s anticipated future requirements. A portfolio of stock market investments is held and professionally managed with the primary purpose of generating both capital growth over the longer term and a regular income stream of modest amount to fund day to day expenditure. At the balance sheet date, the market value of the managed investments amounted to £614,917 (2024: £586,346). Investments are recorded in the balance sheet at cost and hence, unrealised gains or losses are not recognised in the Receipts and Payments Account. STRUCTURE, GOVERNANCE AND MANAGEMENT The charity is a non- corporate registered charity (number 227228), operated according to its constitution, which was adopted as revised in 1950, and amended 13 March 1971, and amended on 03 March 2021, and amended on 16 June 2012, and amended on 06 June 2015. Alterations to the constitution can only be made by a majority of members present at the AGM. The Motion, with the terms of the proposed alteration, must be with the executive at least four weeks prior to the AGM. The charity is under the day-to-day control of the Trustees who are elected each year from the charities personal membership at the Annual General Meeting (AGM). The Trustees meet at least four times a year on dates determined by the Trustees. At the AGM, the Trustees appoint the Chair and Vice Chair. The Annual Report and Accounts for the year are approved at the AGM, together with any other business that is considered necessary. Special Meetings may be called by the elected trustees at the request of any member. Notice of meetings stating the business to be considered shall be sent to all trustees at least two weeks prior to the date of the meeting. Four Trustees are required to form a quorum. The trustees agree the broad strategy for the trust, including consideration of investment, reserves and risk management policies and performance. The induction process for any newly appointed trustee comprises an initial meeting with the Chair and the Board, followed by a series of short meetings with the chair on investments, and the powers and responsibilities of the trustee board. The welcome pack includes a brief history of the Trust, copies of relevant Board minutes, a copy of the latest annual reports and accounts, a copy of the governing constitution and a copy of the Charity Commission’s guidance ‘The essential Trustee: What you need to know’. _Page 3_ ## Yorkshire Band of Hope Union TRUSTEES’ REPORT A deed of transfer of the charity undertaking between Yorkshire Band of Hope Union registered charity number 227228 and Yorkshire Band of Hope Union registered charity number 1208705, its corporate successor, took place on 30[th] September 2025. RISK The major risks to which the charity is exposed as identified by the trustees have been reviewed and systems have been established to manage those risks. ## TRUSTEES AND PRINCIPAL OFFICE The principal office of the charity is St. James Church & Parish Centre, St. James Way, Huddersfield, HD5 9NG. The trustees who served during the year are as follows: Joan Forrester Alan Toon Kim Willis Andrew Willis Alan Richards (deceased May 2025) Kathleen Pine (resigned July 2025) The Trustee report was approved by the Trustees on 6 June 2026 Alan Toon: President _Page 4_ ## INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE YORKSHIRE BAND OF HOPE UNION I report on the financial statements of Yorkshire Band of Hope Union for the period ended 30 September 2025, which are set out on pages 6 to 11. ## RESPECTIVE RESPONSIBILITIES OF TRUSTEES AND EXAMINER The charity’s trustees are responsible for the preparation of the financial statements. The charity’s trustees consider that an audit is not required this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to: - Examine the accounts under section 145 of the 2011 Act - To follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and - To state whether particular matters have come to my attention ## BASIS OF INDEPENDENT EXAMINER’S REPORT My examination was carried out in accordance with the general Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the financial statements present a ‘true and fair view’ and the report is limited to those matters set out in the statement below. ## INDEPENDENT EXAMINERS STATEMENTS In connection with my examination, no matter has come to my attention: - (1) which gives me reasonable cause to believe that in any material respect the requirements - To keep accounting records in accordance with section 130 of the Act; and - To prepare financial statements which accord with the accounting records and to comply with the accounting requirements of the 2011 Act have not been met; or - (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the financial statements to be reached. James Bell Beldenn Limited Chartered Accountants Unit 2 Axis Court Nepshaw Lane South Leeds LS27 7UY 6 June 2026 _Page 5_ Yorkshire Band of Hope Union RECEIPTS AND PAYMENTS ACCOUNT for the period ended 30 September 2025 |INCOME AND ENDOWMENTS FROM:
Charitable activities
Investments
Other income
TOTAL INCOME
EXPENDITURE ON:
Charitable activities
Other
TOTAL RESOURCES EXPENDED
NET INCOME/(EXPENDITURE)
BROUGHT FORWARD 1 JANUARY 2025
CARRIED FORWARD 30 SEPTEMBER 2025||2025
£
1,485
33,473
-
34,958
30,062
14,033
44,095
(9,137)
591,210
582,073|2024
£
973
12,641
-.
13,614
37,609
22,293
59,902
(46,288)
637,498|2024
£
973
12,641
-.| |---|---|---|---|---| |||||13,614| |||||37,609
22,293| |||||59,902| ||||591,210|| _Page 6_ Yorkshire Band of Hope Union STATEMENT OF ASSETS AND LIABILITIES As at 30 September 2025 |FIXED ASSETS
Tangible fixed assets
Investments
CURRENT ASSETS
Cash at bank and in hand
Prepaid expenses
CURRENT LIABILITIES
PAYE
NET CURRENT ASSETS
NET ASSETS
FUNDS OF THE CHARITY
UNRESTRICTED FUNDS|2025
£
-
570,777
570,777
12,237
-
12,237
(941)

11,296
582,073
582,073
|2024
£
-
556,980
556,980
34,917
-
34,917
(687)
34,230
591,210
591,210
| |---|---|---| The financial statements on pages 6 to 11 were approved by the board of trustees and authorised for issue on 6 June 2026 and are signed on its behalf by: K Willis: Honorary Secretary A Toon: President _Page 7_ Yorkshire Band of Hope Union ACCOUNTING POLICIES ## BASIS OF ACCOUNTING The financial statements have been prepared on the receipts and payments basis. ## FUNDS ACCOUNTING During the financial period ending 30 September 2025, the charity did not have any designated or endowment funds. Funds held at the year-end are unrestricted and may be spent on any legitimate charitable aim as laid down in the charity’s constitution. ## INCOMING RESOURCES All incoming resources are included in the receipts and payments account when received. This means that legacies and donations are accounted for on receipt of the funds, regardless of the date on which the Trust became entitled to receive them. Donations in kind, where material, are included in the accounts at market value as estimated by the Trustees. ## RESOURCES EXPENDED Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services. Resources expended are allocated by reference to the nature of the cost. Other costs include day to day administration costs and those costs associated with meeting the constitutional and statutory requirements of the charity, including independent examination fees and costs linked to the strategic management of the charity. The Constitution provides for the payment of Trustee travel expenses from the funds of the charity. ## INVESTMENTS Listed investments are shown at cost at the balance sheet date. Other investments are recorded at deemed cost as at 1 January 2014. _Page 8_ Yorkshire Band of Hope Union NOTES TO THE FINANCIAL STATEMENTS for the period ended 30 September 2025 |1.
INCOME FROM CHARITABLE ACTIVITIES
Sale of literature and school and church donations
Other donations
Legacy income
2.
INVESTMENT INCOME
Bank and other interest
HSBC Dividends
Net (losses)/gains on investments
Other Investment income
3.
CHARITABLE EXPENDITURE
BREAKING THE CYCLE
Salaries and National Insurance
Pension costs
Room hire
Travel expenses
Printing and stationery (including printer repairs)
Sundry expenses
Depreciation of assets|2025
£
450
535
500

1,485

2025
£
360
2,716
2,614
27,783

33,473

2025
£
27,720
551
66
557
956
212
-

30,062
|2024
£
350
623
-
973
2024
£
854
4,173
471
7,143
12,641
2024
£
34,747
652
25
469
827
677
213
37,609| |---|---|---| _Page 9_ ## Yorkshire Band of Hope Union NOTES TO THE FINANCIAL STATEMENTS for the period ended 30 September 2025 |4.
OTHER EXPENDITURE
Office rent
Office insurance
Telephone, broadband and IT Support
Repairs and renewals
Training fees
Independent Examination/Audit fees
Bank charges
Legal and professional fees
Investment management fees
5.
TANGIBLE FIXED ASSETS
COST
Brought forward 1 January 2025
Additions
Carried forward 30 September 2025
DEPRECIATION
Brought forward 1 January 2025
For the year
Carried forward 30 September 2025
NET BOOK VALUE
At 30 September 2025
At 31 December 2024|2025
2024
£
£
2,889
3,789
997
1,283
942
2,461
176
140
270
450
990
990
45
66
2,329
6,184
5,395
6,929

14,033
22,293

Plant and
equipment
£
12,168
-
12,168
12,168
-
12,168
-
-| |---|---| _Page 10_ ## Yorkshire Band of Hope Union NOTES TO THE FINANCIAL STATEMENTS for the period ended 30 September 2025 |6.
INVESTMENTS
DEEMED COST
Lloyds Bank Plc Ordinary 10p shares
COIF units
HSBC $0.50 Ordinary shares
MANAGED FUNDS AT COST
Brought forward 1 January 2025
Additions
Disposals
Cost of investments
Dealing bank account
Carried forward 30 September 2025
TOTAL INVESTMENTS
The market value of managed funds (including
bank balances) at 30 September 2025 was
£614,917 (2024- £586,346).
7.
CREDITORS
Unpaid liabilities as at 30 September 2025
comprise:
Other taxes and social security
Independent examination fees
8.
PENSION SCHEME|2025
£
113
3,544
67,543
71,200
512,417
-
(15,879)
496,538
3,039
499,577
570,777
2025
£
940
990
1,930|2024
£
1,061
3,034
39,322
43,417
519,464
9,758
(16,805)
512,417
1,146
513,563
556,980
2024
£
687
990
1,677| |---|---|---| The charity contributes to a pension scheme, the assets of which are separately held from those of the charity in an independently administered fund. _Page 11_