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2022-12-31-accounts

THE TRUSTEES ANNUAL REPORT

31st December 2022 THE BRISTOL AREA KIDNEY PATIENTS ASSOCIATION REGISTERED CHARITY NUMBER 271775

Principal Office : -

Governing Document : - Constitution Version 13 dated September 2002

Names of Trustees : -

Chairman – Vicky Gardner Vice chairman – Lyn Trimnell Treasurer – Steve Trimnell Secretary – Sharon Nicholls Steve Nicholls-Membership Secretary Melanie Belfield Paul Filer John Gardner Catharine Hall Colin Marrs

Agents: - Banks :

Barclays Bank plc, 40 Corn Street, Bristol BS99 7AJ

Cambridge & Counties Bank Ltd Charnwood Court Leicester LE1 6TE

Shawbrook Bank Ltd Lutea House, Warley Hill Business Park, The Drive Great Warley, Brentwood, Essex CM3 3BE

Independent Examiner:

Mr T Nolan, Church Road, Frampton Cotterell, Bristol

Aims and Organisation: -

The objects of the Association shall be:

1) To supplement the service provided by Southmead Hospital¹s Renal Units for the treatment, welfare and comfort of its patients by providing such facilities, buildings and equipment as the Association may decide are required from time to time for that purpose.

2) To provide recreational facilities, including holiday accommodation, and arrange social occasions for the Association¹s members, at the Management Committee¹s discretion.

3) To assist Southmead Hospital¹s Renal Department in any way which may be within the capacity of the Association to offer from time to time.

4) To arrange and provide for the holding of public exhibitions, meetings, lectures and other promotional events in support of the Association¹s work, the work of Southmead Hospital¹s Renal Units and kidney research and organ donation for transplantation.

Organisation: -

The Charity operates in the South West of England, serving all patients registered with Southmead Hospital Renal Department. All the Trustees work for the Association on a voluntary basis. The Association has no paid staff or connections with other Charities.

Charitable Activities and Achievements for 2022: -

Review of Financial Activities and Affairs: -

The Bournemouth flat was sold, and a house purchased in Torbay to provides much needed holidays for patients and their families and the Association will continue to maintain and refurbish as necessary.

The Bristol house, “Hales House” has provided a very welcome refuge for patients and their family who live outside the Bristol area but are being treated at the Southmead Hospital Renal Unit. This has become a very useful facility as the area covered by Southmead Renal Unit has expanded.

Signed by, on behalf of the trustees:

.. Vicky Gardner. ChairD￿l

BRISTOL AREA KIDNEY PATIENTS ASSOCIATION CHARITY NO. 271775 Accounts for the year ended 31st December 2022 Receipts and Payments Account

Note
Income
Donations
Gift Aid reclaimed including HMRC and Just Giving
Accommodation receipts - Bournemouth fat
Membership subscriptions
Hales House Donations
Interest
Operational Income
Property sale - Bournemouth fat (net of exps)
4
Total Income
Expenditure
Operational expenditure as detailed in Note
2
Property purchase - Torquay house (incl exps)
4
Total Expenditure
(Defcit)/Surplus in the year
Cash funds brought forward from previous year
5
Cash funds carried forward to next year
5
2022

BRISTOL AREA KIDNEY PATIENTS ASSOCIATION CHARITY NO. 271775 Accounts for the year ended 31st December 2022 Statement of Assets and Liabilities as at 31st December 2022

Note
Assets
Fixed Assets:
4
Freehold Property - Torquay house
Freehold Property - Bristol house
Leasehold Property - Bournemouth fat
Cash Funds:
Cash at Bank and in hand
5
Total Assets
2022

Liabilities None

These accounts were approved by the Board of Trustees and signed on its behalf by:

……………………………………………….. Steve Trimnell, Treasurer. Date ……………..……………………… 2023

BRISTOL AREA KIDNEY PATIENTS ASSOCIATION CHARITY NO. 271775 Accounts for the year ended 31st December 2022 Notes

1 Accounting Policies

These accounts have been prepared on a "receipts and payments" basis in accordance with section 133 of the Charities Act 2011.

Direct Charitable Expenditure
Note
Hospital Funding
Torquay House Expenses
4
Bournemouth Flat Expenses
4
Hales House Expenses
4
Newsletter
Fees
Stationery and Postage
Sundry Expenses (AGM, Nat Conference etc.)
Transplant Games Subsidy
2022

2 Direct Charitable Expenditure

3 Designation of Funds

All of the Association's funds for 2022 and 2021 are Unrestricted

4 Association Properties

In March 2022 the Association sold the fat it owned in Bournemouth.
Details of the sale are shown below: (£)
Sale price of the property 285,000
Expenses directly associated with the sale 4,759
Net proceeds 280,241
A Freehold property in Torquay for the use of patients and their families was purchased
in July 2022. Details of the purchase are shown below: (£)
Purchase price of the property 305,000
Expenses directly associated with the purchase 2,567
Gross cost 307,567

A freehold house in Bristol ("Hales House") for the use of members undergoing treatment at Southmead Hospital Renal Unit was purchased in 1998 at a cost of £52,000.

All owned properties are shown at the original purchase value in the accounts.

All refurbishment, repair and maintenance costs of owned properties are written off as expenditure when incurred and it is the opinion of the Trustees that the aggregate market value of these properties is not less than the values shown in these accounts.

Page 3 of 4

BRISTOL AREA KIDNEY PATIENTS ASSOCIATION CHARITY NO. 271775 Accounts for the year ended 31st December 2022 Notes (continued)

5 Cash at Bank and in Hand

Analysis of cash at bank:
Barclays - Community Account
Barclays - Business Premium Account
Cambridge and Counties
CAF 60 Day Account
2022

6 Staff Costs

No remuneration of any kind is paid to the Trustees or any employee of the Association (2021: £Nil) No fee is payable to the Independent Examiner.

Page 4 of 4

Independent Examiner's Report on the accounts of the Bristol Area Kidney Patients Association (Charity No. 271775) I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 31 December 2022, which are set out on pages I to 4. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's account carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all 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 in conjunction with the examination which gives me cause to believe that, in any material respect: the accounting records were not kept in accordance with section 130 of the Act or the accounts did not accord with the accounting records I have no concerns and have come across no other matters in connertion 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. Name: Thomas E Nolan FCCA Chartered Certified Accountant Address: 169A Church Road, Frampton Cotterell, Bristol Date: ioth March 2023