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2021-03-31-accounts

REGISTERED CHARITY NUMBER: 280128

Report of the Trustees and

Financial Statements

for the Year Ended 31 March 2021

for

St Budeaux Community Association

Sheppards Accountants Limited 22 The Square The Millfields Plymouth Devon PL1 3JX

St Budeaux Community Association

Contents of the Financial Statements for the Year Ended 31 March 2021

Page
Report of the Trustees 1
Independent Examiner's Report 2
Statement of Financial Activities 3
Balance Sheet 4
Notes to the Financial Statements 5 to 10
Detailed Statement of Financial Activities 11 to 12

St Budeaux Community Association

Report of the Trustees for the Year Ended 31 March 2021

The trustees present their report with the financial statements of the charity for the year ended 31 March 2021. The trustees have adopted the provisions of 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 (FRS 102) (effective 1 January 2019).

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity number

280128

Principal address

St Budeaux Community Centre Plymouth Devon PL5 1UD

Trustees

M/s V Anstice M/s C Thompson H M Luscombe (deceased 22/8/2021) Mrs M Whammond R S Luscombe (appointed 22/8/2021)

Independent Examiner

Sheppards Accountants Limited 22 The Square The Millfields Plymouth Devon PL1 3JX

Approved by order of the board of trustees on 11 February 2022 and signed on its behalf by:

M/s C Thompson - Trustee

Page 1

Independent Examiner's Report to the Trustees of St Budeaux Community Association

Independent examiner's report to the trustees of St Budeaux Community Association

I report to the charity trustees on my examination of the accounts of St Budeaux Community Association (the Trust) for the year ended 31 March 2021.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation 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 Act and in carrying out my examination I have followed all 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 connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do 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.

I 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.

Mr. Ian sheppard ICAEW Sheppards Accountants Limited 22 The Square The Millfields Plymouth Devon PL1 3JX

17 February 2022

Page 2

St Budeaux Community Association

Statement of Financial Activities for the Year Ended 31 March 2021

Unrestricted
Restricted
fund
funds
Notes
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
-
-
Charitable activities
Councillors' Grant
25,523
-
Other trading activities
2
2,086
-
Total
27,609
-
EXPENDITURE ON
Raising funds
7,726
-
Charitable activities
North Yard Trust
-
-
Other
11,910
-
Total
19,636
-
NET INCOME/(EXPENDITURE)
7,973
-
RECONCILIATION OF FUNDS
Total funds brought forward
(2,042)
7,114
TOTAL FUNDS CARRIED FORWARD
5,931
7,114
2021
Total
funds
£
-
25,523
2,086
27,609
7,726
-
11,910
19,636
7,973
5,072
13,045
2020
Total
funds
£
2,525
2,671
35,799
40,995
25,634
7,948
12,401
45,983
(4,988)
10,060
5,072

The notes form part of these financial statements

Page 3

St Budeaux Community Association

Balance Sheet 31 March 2021

Unrestricted
Restricted
fund
funds
Notes
£
£
FIXED ASSETS
Tangible assets
6
412
1,204
CURRENT ASSETS
Cash at bank and in hand
12,880
5,941
CREDITORS
Amounts falling due within one year
7
(7,361)
(31)
NET CURRENT ASSETS
5,519
5,910
TOTAL ASSETS LESS CURRENT
LIABILITIES
5,931
7,114
NET ASSETS
5,931
7,114
FUNDS
9
Unrestricted funds
Restricted funds
TOTAL FUNDS
2021
Total
funds
£
1,616
18,821
(7,392)
11,429
13,045
13,045
5,931
7,114
13,045
2020
Total
funds
£
2,367
9,850
(7,145)
2,705
5,072
5,072
(2,042)
7,114
5,072

The financial statements were approved by the Board of Trustees and authorised for issue on 11 February 2022 and were signed on its behalf by:

V Anstice - Trustee

The notes form part of these financial statements

Page 4

St Budeaux Community Association

Notes to the Financial Statements for the Year Ended 31 March 2021

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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 (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets and depreciation

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Fixtures and fittings - 20% Straight Line Computer equipment - 20% Straight Line

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Hire purchase and leasing commitments

Assets obtained under hire purchase contracts and finance leases are capitalised as tangible assets and depreciated over the shorter of the lease term and their useful lives. Obligations under such agreements are included in creditors net of the finance charge allocated to future periods. The finance element of the rental payment is charged to the profit and loss account so as to produce constant periodic rates of charge on the net obligations outstanding in each period.

Page 5

St Budeaux Community Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

2. OTHER TRADING ACTIVITIES

Bingo, Tote & raffle
Regular & casual hire
Franchisee
Phone, pool table & machine
Sundries
Franchisee recharges
Kitchen sales
Tabletop sales
Catering Services
Gatherings
Trips
Events
2021
£
-
66
2,020
-
-
-
-
-
-
-
-
-
2,086
2020
£
1,102
12,484
9,700
137
463
4,773
11
106
624
2,868
2,862
669
35,799

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2021 nor for the year ended 31 March 2020.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2021 nor for the year ended 31 March 2020.

4. STAFF COSTS

The average monthly number of employees during the year was as follows:

5.

Cleaning Staff
Cook
No employees received emoluments in excess of £60,000.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2,525
Charitable activities
Councillors' Grant
2,671
Other trading activities
35,799
Total
40,995
EXPENDITURE ON
Raising funds
25,634
2021
1
1
2
Restricted
funds
£
-
-
-
-
-
2020
1
1
2
Total
funds
£
2,525
2,671
35,799
40,995
25,634

Page 6

St Budeaux Community Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

5. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued OF FINANCIAL ACTIVITIES - continued OF FINANCIAL ACTIVITIES - continued
Unrestricted Restricted Total
fund funds funds
£ £ £
Charitable activities
North Yard Trust 7,948 - 7,948
Other 12,401 - 12,401
Total 45,983 - 45,983
NET INCOME/(EXPENDITURE) (4,988) - (4,988)
RECONCILIATION OF FUNDS
Total funds brought forward 2,946 7,114 10,060
TOTAL FUNDS CARRIED FORWARD (2,042) 7,114 5,072
6. TANGIBLE FIXED ASSETS
COST Fixtures
Plant and
and
machinery
fittings
£
£
Computer
equipment
£
Totals
£
At 1 April 2020 and 31 March 2021 1,756
8,489
2,005 12,250
DEPRECIATION
At 1 April 2020 592
8,489
802 9,883
Charge for year 350
-
401 751
At 31 March 2021 942
8,489
1,203 10,634
NET BOOK VALUE
At 31 March 2021 814
-
802 1,616
At 31 March 2020 1,164
-
1,203 2,367

Page 7

St Budeaux Community Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

7. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2021 2020
£ £
Bank loans and overdrafts (see note 8) 4,979 4,979
Other creditors 2,413 2,166
7,392 7,145
LOANS
An analysis of the maturity of loans is given below:
Amounts falling due within one year on demand: 2021
£
2020
£
Bank overdrafts 4,979 4,979
MOVEMENT IN FUNDS
Unrestricted funds At 1.4.20
£
Net
movement
in funds
£
At
31.3.21
£
General fund (2,042) 7,973 5,931
Restricted funds
Defibrillator fund
Peoples Health Trust (31)
4,101
-
-
(31)
4,101
North Yard Trust 3,044 - 3,044
7,114 - 7,114
TOTAL FUNDS 5,072 7,973 13,045
Net movement in funds, included in the above are as follows:
Unrestricted funds Incoming
resources
£
Resources
expended
£
Movement
in funds
£
General fund 27,609 (19,636) 7,973
TOTAL FUNDS 27,609 (19,636) 7,973

8. LOANS

9.

Page 8

St Budeaux Community Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

9. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net
movement At
At 1.4.19 in funds 31.3.20
£ £ £
Unrestricted funds
General fund 2,946 (4,988) (2,042)
Restricted funds
Defibrillator fund
(31) - (31)
Peoples Health Trust 4,101 - 4,101
North Yard Trust 3,044 - 3,044
7,114 - 7,114
TOTAL FUNDS 10,060 (4,988) 5,072
Comparative net movement in funds, included in the above are as follows:
Unrestricted funds Incoming
resources
£
Resources
expended
£
Movement
in funds
£
General fund 40,995 (45,983) (4,988)
TOTAL FUNDS 40,995 (45,983) (4,988)
A current year 12 months and prior year 12 months combined position is as follows:
Unrestricted funds At 1.4.19
£
Net
movement
in funds
£
At
31.3.21
£
General fund 2,946 2,985 5,931
Restricted funds
Defibrillator fund
Peoples Health Trust (31)
4,101
-
-
(31)
4,101
North Yard Trust 3,044 - 3,044
7,114 - 7,114
TOTAL FUNDS 10,060 2,985 13,045

Page 9

St Budeaux Community Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

9. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 68,604 (65,619) 2,985
TOTAL FUNDS 68,604 (65,619) 2,985

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2021.

Page 10

St Budeaux Community Association

Detailed Statement of Financial Activities for the Year Ended 31 March 2021

2021 2020
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Gifts - 150
Donations - 308
Membership & family nights - 2,067
Other trading activities - 2,525
Bingo, Tote & raffle - 1,102
Regular & casual hire 66 12,484
Franchisee 2,020 9,700
Phone, pool table & machine - 137
Sundries - 463
Franchisee recharges - 4,773
Kitchen sales - 11
Tabletop sales - 106
Catering Services - 624
Gatherings - 2,868
Trips - 2,862
Events - 669
Charitable activities 2,086 35,799
Grants 25,523 2,671
Total incoming resources 27,609 40,995
EXPENDITURE
Other trading activities
Opening stock - 500
Disco costs - 204
Wages 5,276 8,410
Catering costs - 1,312
Licensing - 180
Rates and water 1,878 3,768
Insurance 2,631 2,257
Light and heat (2,059) 8,423
Bar hire - 1,330
Charitable activities 7,726 26,384
Wages - 2,851
Square Club provisions - 3,370
Sundries - 227
- 6,448

This page does not form part of the statutory financial statements

Page 11

St Budeaux Community Association

Detailed Statement of Financial Activities for the Year Ended 31 March 2021

2021 2020
£ £
Charitable activities
Other
Taxis - 74
Donations - 25
Webpage costs 100 100
Professional fees 3,776 40
Telephone 1,720 1,755
Printing an stationery - 556
TV licence 158 155
Repairs and renewals 4,278 2,288
Cleaning materials - 769
Waste disposal - 1,579
Draw expenses - 120
Entertainment - 550
Awards - 150
Trips - 3,450
Plant and machinery 350 351
Computer equipment 401 401
Miscellaneous expenses 377 38
Support costs 11,160 12,401
Governance costs
Accountancy and legal fees 750 750
Total resources expended 19,636 45,983
Net income/(expenditure) 7,973 (4,988)

This page does not form part of the statutory financial statements

Page 12