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2025-04-30-accounts

The Brown Swiss Cattle Society (UK)

Annual Report and Financial Statements

30 April 2025

Charity registration number: 266143

The Brown Swiss Cattle Society (UK)

Contents

Reference and Administrative Details 1
Trustees' report 2
Trustees' responsibilities in relation to the financial statements 4
Statement of financial activities 5
Balance sheet 6
Notes to the financial statements 7

The Brown Swiss Cattle Society (UK) Reference and Administrative Details

Charity name The Brown Swiss Cattle Society (UK) The Brown Swiss Cattle Society (UK)
Charity registration number 266143
Principal office Rose Cottage
Little Fencote
NORTHALLERTON
DL7 0RR
Registered office FIFTEEN Rosehill
Montgomery Way
Rosehill Estate
CARLISLE
CA1 2RW
Trustees S Williams, Chairman
J Coulter, Vice Chairman
K B Thomas
R McColm
E Bruce
B Crothers
A Davies
J Lochhead
J West (Resigned 27 July 2024)
H Gibbon (Resigned 27 July 2024)
R Smith
J Stevenson
D Reynolds (Appointed 27 July 2024)
Accountant Dodd & Co Limited
FIFTEEN Rosehill
Montgomery Way
Rosehill Estate
CARLISLE
CA1 2RW

Page 1

The Brown Swiss Cattle Society (UK)

Trustees' Report for the Year Ended 30 April 2025

The financial statements have been prepared in accordance with the accounting policies set out in the notes to the accounts and comply with the charity’s governing document, the Charities Act 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland.

Structure, Governance and Management

The charity registered with the Charity Commission on 19 September 1973. Its governing document is its memorandum and articles of association, which were amended on 1 March 1991 and 17 November 1992.

The Trustees are appointed by the members at the Annual General Meeting and are recruited based on the society’s needs. New Trustees are trained by their fellow Trustees to understand their role within the society.

The trustees have reviewed the major risks to which the charity is exposed and are actively developing procedures to manage those risks and improve Governance within the Society. In the last twelve months with the assistance of Dodd and Co (Accountants) the Society has successfully converted to a Charitable Incorporated Organisation (CIO) as the trustees continue to futureproof and safeguard the Society and it’s entire operation.

Objectives and Activities of the Brown Swiss Cattle Society (UK)

The primary objectives of the charity are to encourage, promote and improve the breeding of Brown Swiss Cattle in the UK and to prepare, maintain, and make available a genealogical record through the Society Herdbook. As a member organisation the Society promotes and represents the interests of breeders and owners of all

registered Brown Swiss Cattle in the UK.

In doing so, the Society helps to maintain the diversity of dairy breeds available for milk production in the UK in a way that enhances animal welfare and brings sustainable benefits to the environment.

The principal activity of the charity has been the recording and maintenance of pedigree records and actively promoting the Brown Swiss breed for the benefit of our charity members. The Society has been actively involved in promoting sales and shows of registered cattle in the UK.

The Society uses the services of NBDC (National Bovine Data Centre) to administer the Registration herdbook and provide type classification inspections.

In setting their objectives, the charity has paid due regard to the Charity Commission guidance on public benefit.

Achievements and performance

The running of the Society continues to operate efficiently, due to the work of the Trustees and The Farm Organisation and the ongoing service provision provided by NBDC.

This year membership numbers have fallen slightly to 120 (from 136 members in the previous year), although pleasingly we continue to recruit new members throughout the year. There were 426 animals registered between January and December 2024 (compared to 494 animals in 2023), with 220 animals classified in the same 12 month period. We continuously review Society fees and costs and continue in a stable financial position.

The annual Chimes magazine and email newsletters throughout the year continue to keep members updated with breed results and Council decisions.

Financial Review

The charity held unrestricted reserves of £29,082 at the year end, all of which were free reserves.

Reserves policy

The reserves policy is to retain sufficient resources to ensure continuity of operation under all circumstances and to demonstrate sound financial management practise. This means operating with a cash balance of between £10,000 and £15,000 at the current level of operation. At the year end the cash balance held was £27,629 and this therefore exceeds the current reserves policy.

Page 2

The Brown Swiss Cattle Society (UK)

Trustees' Report for the Year Ended 30 April 2025

Plans for the Future

Moving forward we aim to do more to promote the Brown Swiss breed here in the UK, reminding Dairy Farmers of the breeds strengths. We hope to see numbers of Swiss at shows increase to aid with this promotion. As a breed society maintaining the membership and registrations in the herdbook will remain a priority alongside providing a full service provision available to all members.

Approved by the Board on 23 June 2025 and signed on its behalf by:

.........................................

S Williams Trustee

Page 3

The Brown Swiss Cattle Society (UK)

Trustees' Responsibilities in relation to the Financial Statements

The trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards.

The law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011 as amended by the Charities Act 2022, the Charity (Accounts and Reports) Regulations and the provisions of the trust deed. They are responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Page 4

The Brown Swiss Cattle Society (UK)

Statement of Financial Activities (including Income and Expenditure Account ) for the Year Ended 30 April 2025

Note
Income and endowments from:
Other trading activities
2
Investment income
3
Charitable activities
4
Total income and endowments
Expenditure on:
Charitable activities
Total expenditure
Net movements in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Unrestricted
Funds
£
5,105
221
16,513
Total Funds
2025
£
5,105
221
16,513
Total Funds
2024
£
1,153
251
14,421
21,839 21,839 15,825
21,713 21,713 16,796
21,713 21,713 16,796
126
28,956
126
28,956
(971)
29,927
29,082 29,082 28,956

All of the Charity's activities derive from continuing operations during the above periods.

The notes on pages 7 to 12 form an integral part of these financial statements.

Page 5

The Brown Swiss Cattle Society (UK)

Balance Sheet as at 30 April 2025

Note
Current assets
Debtors
8
Cash at bank and in hand
Creditors: Amounts falling due within
one year
9
Net current assets
Net assets
The funds of the charity:
Unrestricted funds
Unrestricted income funds
Total charity funds
2025
£
£
4,948
27,629
32,577
(3,495)
29,082
29,082
29,082
29,082
2024
£
£
3,375
30,324
33,699
(4,743)
28,956
28,956
28,956
28,956
2024
£
£
3,375
30,324
33,699
(4,743)
28,956
28,956
28,956
28,956
28,956
28,956
28,956
28,956

The financial statements have been prepared in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

Approved by the Board on 23 June 2025 and signed on its behalf by:

.........................................

S Williams Trustee

The notes on pages 7 to 12 form an integral part of these financial statements.

Page 6

The Brown Swiss Cattle Society (UK)

Notes to the Financial Statements for the Year Ended 30 April 2025

1 Accounting policies

Statement of compliance

The accounts (financial statements) have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the second edition of the Charities Statement of Recommended Practice issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011 as amended by the Charities Act 2022.

The accounts (financial statements) have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair view’. This departure has involved following Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) rather than the Accounting and Reporting by Charities:Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

Basis of preparation

The charity meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.

Going concern

These financial statements have been prepared on a going concern basis.

The trustees assess whether the use of going concern is appropriate i.e. whether there are any material uncertainties related to events or conditions that may cast significant doubt on the ability of the Charity to continue as a going concern. The trustees make this assessment in respect of a period of one year from the date of approval of the financial statements.

Fund accounting policy

Unrestricted income funds are general funds that are available for use at the trustees' discretion in furtherance of the objectives of the charity.

Further details of each fund are disclosed in note 11.

Income and endowments

Income from Government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

Incoming resources from tax reclaims are included in the statement of financial activities at the same time as the gift to which they relate.

Investment income is recognised on a receivable basis.

Income from charitable activities includes income recognised as earned (as the related goods or services are provided) under contract.

Page 7

The Brown Swiss Cattle Society (UK)

Notes to the Financial Statements for the Year Ended 30 April 2025

......... continued

Expenditure

Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to the expenditure. All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Support costs

Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources, for example, allocating property costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage.

Irrecoverable VAT

Irrecoverable VAT is charged against the category of resources expended for which it was incurred.

Trade Debtors

Trade debtors are amounts due from customers for merchandise sold or services performed in the ordinary course of business. Trade debtors are recognised initially at the transaction price. They are subsequently measured at amortised cost using the effective interest method, less provision for impairment. A provision for the impairment of trade debtors is established when there is objective evidence that the Charity will not be able to collect all amounts due according to the original terms of the receivables.

Cash and Cash Equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Liabilities

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Accounts payable are classified as current liabilities if the Charity does not have an unconditional right, at the end of the reporting period, to defer settlement of the creditor for at least twelve months after the reporting date. If there is an unconditional right to defer settlement for at least twelve months after the reporting date, they are presented as non-current liabilities.

Trade creditors are recognised initially at the transaction price and subsequently measured at amortised cost using the effective interest method.

Page 8

The Brown Swiss Cattle Society (UK)

Notes to the Financial Statements for the Year Ended 30 April 2025

......... continued

Financial instruments

Financial assets and financial liabilities are recognised when the charity becomes a party to the contractual provisions of the instrument. Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the Charity after deducting all of its liabilities.

All financial assets and liabilities are initially measured at transaction price (including transaction costs), except for those financial assets classified as at fair value through profit or loss, which are initially measured at fair value (which is normally the transaction price excluding transaction costs), unless the arrangement constitutes a financing transaction. If an arrangement constitutes a financing transaction, the financial asset or financial liability is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Financial assets and liabilities are only offset in the statement of financial position when, and only when there exists a legally enforceable right to set off the recognised amounts and the Charity intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously.

Financial assets are derecognised when and only when a) the contractual rights to the cash flows from the financial asset expire or are settled, b) the Charity transfers to another party substantially all of the risks and rewards of ownership of the financial asset, or c) the Charity, despite having retained some, but not all, significant risks and rewards of ownership, has transferred control of the asset to another party.

Financial liabilities are derecognised only when the obligation specified in the contract is discharged, cancelled or expires.

2 Other trading activities

Calf show entries
Advertising income
Clothing sales
Unrestricted
Funds
£
655
4,450
-
Total Funds
2025
£
655
4,450
-
Total Funds
2024
£
318
750
85
5,105 5,105 1,153

3 Investment income

Interest on cash deposits

Unrestricted Total Funds Total Funds
Funds 2025 2024
£ £ £
221 221 251

Page 9

The Brown Swiss Cattle Society (UK)

Notes to the Financial Statements for the Year Ended 30 April 2025

......... continued

4 Charitable activities

Member subscriptions
Parentage and DNA testing
Fees and supplies
Registrations
Classifications
Unrestricted
Funds
£
5,879
364
180
7,657
2,433
Total Funds
2025
£
5,879
364
180
7,657
2,433
Total Funds
2024
£
5,225
156
160
6,415
2,465
16,513 16,513 14,421

5 Expenditure

Direct costs
Parentage and DNA testing
Contract services
Registrations
Classifications
Administration costs
AGM Contribution
Computer software and maintenance costs
Travel and subsistence
Breed publication/advertising
Bad debts written off
Support costs
Insurance
Printing, postage and stationery
Sundry expenses
Accountancy fees
Membership
£
150
126
2,271
1,841
8,970
1,000
357
-
1,500
-
Total
2025
£
150
126
2,271
1,841
8,970
1,000
357
-
1,500
-
Total
2024
£
165
127
2,740
2,758
7,544
-
357
757
110
181
16,215 16,215 14,739
254
1,549
1,694
2,001
254
1,549
1,694
2,001
255
234
309
1,259
5,498 5,498 2,057
21,713 21,713 16,796

6 Governance costs

Accountancy fees

2025 2024
£ £
2,001 1,259
2,001 1,259

Page 10

The Brown Swiss Cattle Society (UK)

Notes to the Financial Statements for the Year Ended 30 April 2025

......... continued

7 Trustees' remuneration and expenses

No trustees received any remuneration during the year.

8 Debtors

Trade debtors
Creditors: Amounts falling due within one year
Trade creditors
Taxation and social security
Accruals and deferred income
2025
£
4,948
2025
£
1,530
792
1,173
3,495
2024
£
3,375
2024
£
2,968
710
1,065
4,743

9 Creditors: Amounts falling due within one year

10 Trustees' remuneration and expenses

No trustees received any remuneration during the year.

11 Analysis of funds

General Funds
Unrestricted income fund
At 1 May
2024
£
28,956
Incoming
resources
£
21,839
Resources
expended
£
(21,713)
At 30 April
2025
£
29,082

Page 11

The Brown Swiss Cattle Society (UK)

Notes to the Financial Statements for the Year Ended 30 April 2025

......... continued

Prior period

At 1 May Incoming Resources At 30 April
2023 resources expended 2024
£ £ £ £
General Funds
Unrestricted income fund 29,927 15,825 (16,796) 28,956

12 Net assets by fund

Current assets
Creditors: Amounts falling due within one year
Net assets
Prior period
Current assets
Creditors: Amounts falling due within one year
Net assets
Unrestricted
Funds
£
32,577
(3,495)
29,082
Unrestricted
Funds
£
33,699
(4,743)
28,956
Total Funds
2025
£
32,577
(3,495)
29,082
Total Funds
2024
£
33,699
(4,743)
28,956
Total Funds
2024
£
33,699
(4,743)
28,956
Total Funds
2023
£
34,270
(4,343)
29,927

Page 12