REGISTERED CHARITY NUMBER: 299548 REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR Ef4DED 30TH SEPTEMBER 2024 FOR wYMOFHAm HERITACE SOCIETY Brown & Co Accountat)ts 22A Siatsoo Road wl0ndIrn Norfolk NR18 OJX
WYMONDtL4M HERITAGE SOCIETY CONTENTS OF THE FINAliCJAL STATEMETr4TS FOR THE YEAR ENDED 30TH SEPTEMBER 2024 Page Report of the Trustees Independent Examiner's Report statement of Finaneial Aetivities Ba18nee Sheet Notes to the Financial Statements Detsiled Ststement of Financial Activities
WYMONDHAM HERtTAGE SOCIETY REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30TH SEPTEMBER 2024 The trustees present their report with the fmancial statements of th¢ charity for the year ended ioth S¢pt¢mb¢r 2024. The trnstees have adopted the provisions of Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to chartties preparino their accouuts in accordaD(¢ with the Financial Reportino Stgmdard applicable in the UK and Republic of Ireland (FRS 102) (effective l January 2019). STRUCTURE, GOVERNANCE AND MANAGEMErir Governing document The charity is cootrolled by its governing docimieAL a dged of tnTSt and constitutes an unincorporated charity. REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number 299548 Principal address 10 The Bridewell Norwith Road Wymondhatn Norfoik NR18 ONS Trustees Mr K L Hurn Ch2innan Mr S J Long (appointed 28111,Q024) Ms L J Osadciw (appointed 2811112024) Ms S R Standley Representative: History Conllnittee {appointed 1713f2024) Mrs J M Benjafield Membership Officer Mr8 G Vale ProaMe Officer Mrs D M Grant Publications Officer Mr C J Grant TreaS[¢r Mr5 P A Clarke Membership Represent2tive Mrs J Raynsford Secretarylminutes Secretary Ind¢pendent Examiner David Brown Brown & Co AccounlaTLts 22A Station Road Norfolk NR180JX Approved by order of the board oftrnstses on 24th July 2025 and s]ed on its behalf by.. Mr K L Hurn- Thistee Page I
Ir4DEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF WYMONDIL4M HERITAGE SOCIETY Independent examiner's report to the trustees of Wymondham Heritage Soeiety I repon to the charity tsustees on my examination of the accounts of Wymondham Heritage Society (the Tnt) for the year ended 30th September 2024. Responsibilities and basis of report As the charity trustees of the you are responsible for the prepation of the accounts in accordance with the requirements of the Charities Act 2011 (Ibe Act,). J report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in ¢arrying out my examination I have followed ail applicable Dir¢ctions given by the Charity Con)mission under Section 145(5)(b) of the ACL Independent examiner's statsment I have completed my exarnination. I confTh that no Material matters have Come to my attention in connection with the examination giving me cause to believe that in any material respect: accounting records were not kept in respect of the Trust as r4uired by Section 130 of the Acu or the accounts do not accord with those records: or the accounts do not comply with the applicable requirernents concerning the fonn and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a tsue and fair view which is not a matter considered as part of all independent examination. I have no concems have come across no other matters connection with the examination to which attention should be dramm in thig report in order to enable a proper understanding of the accounts to be reached. David Brown The Association of Accounting Technician5 Brown & Co Accountants 22A Station Road Wymondham Norfo]k NRI8 OJX 24th July 2025 Page 2
WYMONDHAM HERrrAGE SOCIETY STATEMENT OF FINANCIAL ACTtvtTIES FOR THE YEAR ENDED 30TH SEPTEMBER 2024 2024 Total funds 2023 Totsl fijnds Unrestricted funds Restricted fi]nds Notes INCOME AND ENDOWMENTS FROM Donati and legacies 5,131 5,131 6,487 Charitable activities Admissions Memberships 6,869 la49 6069 lJ49 5,195 1,893 Other trdding a¢tivitie5 Invesknent income Other incorne 23245 421 23245 421 9,679 186 100 Total 37,015 37,015 23,540 EXPEtIDITURE OTr4 Raising funds 28.409 28,409 20,068 NET INCOME 8,606 8,606 3,472 RECONCILIATION OF FUNDS Total fijnds broucpht fonvard 44,471 600 45,071 41,599 TOTAL FUNDS CARRIED FORWARD 53,077 61)0 53,677 45,071 The notes fonn part ofthese f]nan¢ial statements Page 3
WYMOLNDHAM HERrrAGE SOCIETY BALANCE SHEET 30TH sEPTE1BER 2024 2024 Totsl fund$ 2023 Tcktal fid$ Unrestri¢ted fimds Restiicted funds Notes CURRENT ASSETS Stocks Cash at barhk and in hand 4,629 48,448 4,629 49,048 4,456 40,615 600 53,077 600 53.677 45,071 NET CURRENT ASSETS 53,077 600 53,677 45,071 TOTAL ASSETS LESS CURRENr LIABILITIES 53,077 600 53,677 45,071 r4ET ASSETS 53,077 600 53,677 45.071 FUNDS Unrestrictsd fimds Restricted frdS 53,077 600 44,471 600 TOTAL FUNDS 53,677 45,071 The financial #tatements were approved by the Board of Tnjstees and authoris¢d foT issue on 24th July 2025 alld were signed on its beha]f by= MT K L Hurn- TTUStee The notes forni part of these fLnan¢ial statements Page 4
WYMof4DHAM HERITAGE SOCIETY NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR EIIDED 30TH SEPTEMBER 2024 AccouNfllNC POLICIES Basis of preparing tbe financi21 statements The financial ststements of the charity, which is 2 public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities.. Stat¢rn¢nt of Recommended Prdctice applicable to charities preparing their awounts in accordance with the Financial Reporting Standard appltcable in the UK Republic of Ire13nd (FRS 102) {effective l J2nu8ry 2019),. Financial Reportillg Standard 102 'Th¢ Financial Reportino Standard applicable in the UK and Republic of Ireland, and the CharitÉes Act 2011. Th¢ fmancial siatement& have been prepared under the historical cost convention. Income All incom¢ is 0Mised in the Statement of Financial Activitie5 once the charity has entitlement to the fi]nds, Èl is probable that the income will be received and the amount call be m¢asur¢d r¢liably. Expcnditure Liabilitics are recognised as expellditure as s00Tr as there is a legal or constructive OblitytlQn con)mittiDg the charity to that expendEtur¢, it is probable that a tr8msfer of economie benefits will be required tn settlement and the aTnouDt of the obligation can be rneased reliably. Expenditure is ac¢ounted for on an accruals basis and h&s been ¢lassRfied under headinJo that egate cost related to the category. Wher¢ costs cannot be directly attributed to particular heading$ they have been allocated to activities on a basi$ consistent with the use of resource5. Stocks Stocks tTe valued at the lower of Cost and net realisable value. after makÉng due a]lowance foE obsolete and slow moving items. Taxation The charity is exept tsx on its charitsble activities. Fund aceounting Unrestricted fvnds can be ed in ac¢f)rdon¢e with the Chlble objectives at the discretion of the trustees. Restricted funds can only be ed for particular restricted purposes within th¢ obje¢ts of the charity. Resttietions aTise when specified by the dimor or when fi]nds ar¢ raised for particular restritted purposes. Further explanation of the nature and pwyose of each fimd is included th¢ notes to the financial statements. OTHER TRADILYG ACTIVITIES 2024 Shop income Tea Roorn Sales Lettings Raffles Public2tions Art Sales Open Gardens 910 10,528 2,734 295 1,444 943 6J91 1,035 4.955 2,110 286 1,293 23,245 9,679 Page 5 continued...
WYMOP4DHAM HER17AGE SOCIETY NOTES TO THE FINANCIAL sTATErNTs- continued FOR THE YEAR ENDED 30TH SEPTEMBER 2024 INVESTMENT INCOME 2024 2023 Deposit account interest 421 l86 TRUSTEES, REMUNERATION AND BENEFITS There were no trpJst¢es' remuneration or other benefits for the year ended 30th SeOember 2024 nor for the year ended 30th Septe)nber 2023. Trust¢¢s' expenses There were no trustees, expenses paid for the year ended 30th September 2024 nor for the year tnded 30th September 2023. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITtES Unrestricted fidS Restticted fijnds Total funds INCOME AND ENDOWMENTS FROM Donations and legacies 6,487 6,487 Charitable activities Admissions Memberghips 5.195 1.893 5,195 1,893 Other ts3diDg artiviti¢s Investment income Other income 9,679 186 loo 9,679 186 loo Total 23,540 23.540 BENDITi[RE ON Raising funds 20,068 20,068 NET INCOLKE 3,472 3,472 RECONCILtATION OF FUNDS Total fi]Dds brought forward 40,999 600 41,599 TOTAL FUNDS CARRIED FORWARD 44,471 600 45.071 Page 6 continued...
WYLWtONDHAM HERITAGE SOCIETY NOTES TO THE FLNANCIAL STATEMENTS- continued FOR THE YEAR EI¥DED 30TH SEPTEMBER 2024 STOCKS 2024 2023 Stocks 4,629 4,456 mOVE[lNT tN FUNDS Net movement in funds At 1.10.23 At 30.9.24 Unrestricted funds General fund Museurn Equipment Shoprfea Room Ccputyard Developjnent (0,871) 31,830 22323 {2,711) 5,299 (3.581} 888 (1,572) 28.249 29,111 (2,711) 44,471 &606 53.077 Restricted funds Tiffev Walk Nature Walks 500 loo 500 loo 600 600 TOTAL FUL¥DS 45,071 8.606 53,677 Net]novement iti funds, included the above are as follows: Incoming r¢sourGes Resources expended Movement in fimdg Unrestriettd funds General fiwd Museum Equipment ShoplTea Room 26,486 (21,187) (3581) (3,641) 8299 13.581) 888 10,529 37,015 (28,409) &606 TOTAL FUNDS 37,015 (2&409} 8,606 Page 7 continued...
IVYMOI¥DHAIVI HERrrAGE SOCIETY NOTES TO THE FINANCIAL STATEIIIENTS- contillued FOR THE YEAR EP4DED 30TH SEPTEMBER 2024 MOVEMENT IN FUNDS- Continued Comparatives for movement thnds Net movement in funds At 1.10.22 At Unre%trieted funds Generdl fimd Museum Equipment Shop,Tea RcTrom Couryard Developrnent (6,906) 31.830 18,786 (2.711) 35 {6,871) 31,830 22.223 Q.711) 3,437 40,999 3.472 44,471 RestrTCted funds Tiffey Walk Nature wakS 500 loo 500 100 600 600 TOTAL FUF4DS 41,599 3.472 45.071 Comparative x¢t movement in fids, included in the above are &$ follows.. tncomin(T resources Resourecs expcnded Movement in fijnds Unrestricted funds General fimd Shoprr¢a Room 18,217 5,323 (18.182) {1.886) 35 23,540 (20,068) 3,472 TOTAL FUNDS 23.540 (20,068) 3.472 Page 8 continued...
WYMONDHAM HERITAGE SOCIETY NOTES TO THE FINANCIAL STATEllNTs - continued FOR THE YEAR ENDED 30TH SEPTEMBER 2024 MOVEMENT IN IfuNDS- Continued A ¢WrentYe 12 months and prior ye8r 12 rnonths conibined position is as follows.. Net ovelnent ill ndS At 1.10.22 At 30.9.24 Unrestricted funds General fund Museum Equipment ShoplTea Room Courtyard Development (6,906) 31,830 18,786 (2.711) 5,334 (3,581) 10,325 (1,572) 28249 29,111 (2,711) 40,999 12,078 53,077 Restricted funds Tiffey Waik Nabjre Wa]ks 500 loo 500 loo 600 600 TOTAL FUNDS 41,599 12,078 53,677 A Current Ye 12 months and prior year 12 months combined net movement in fimds, ID¢luded in the above are &s follows.. Incorning resources Resources expended Movement in funds Unrestricted funds General fi]nd Museum Equipment ShopKFtrd Room 44,703 (39,369) {3,581) (5.527) 5,334 (3.581) 10,325 15,852 60,555 (48.477) 12,078 TOTAL FUNDS 60.555 (48,477) 11078 RELATED PARTY DISCLOSURES There were no related paty ttansactions for th¢ year ended 30th September 2024. Page 9
WYMONDHAM HERITAGE SOCIETY DETAILED STATEMEL¥T OF FLYANCL4L ACTIVITIES FOR YEAR ENDED 30TH SEPTEMBER 2024 2024 2023 INCOME AND ENDOWMENTS Donation5 and legacies Donations 5.131 6,487 Otber trading activities Shop income Tea Room Sales 910 10,528 2,734 295 1,444 943 6291 1,035 4,955 2,110 286 1,293 Raffles Publications Art Sa1¢5 Open Gardens 23245 9,679 Investment income Deposit account interest 421 186 CharÉtsbl¢ activitie5 Athnissiong Memberships 6,869 1?49 5,195 1.893 8,218 7,088 Other income Other Jncome loo Totsl incoming resources 37,015 EXPENDITURE Other trading activities Purcltsses Speakers Newsletters Memberships (Friends) PublÉcations AdMlStratiOn Publicity & Ststionery Website Service ChaToe- Preserv10 Trust Rent- Preservation Trust El¢ctri¢ity 3,741 706 594 206 1,210 476 1,240 389 7,472 2,5110 1,007 673 20,214 1,886 i71 411 584 26 611 575 274 5,918 2.500 528 15,015 Caryied fonvard This page does not fonll part of the statutory financial statements
WYMONDHAM HERITAGE SOCIETY DETAILED STATEIIIENT OF FINANCIAL ACTIVITIES FOR THE YEAR ELNDED 30TH SEPTEMJSER 2024 2024 2023 Other trading activities Brouoht fonvard Wat Telephone tnsurances Cleaning Equipment Servicing Other expenditLJre Art SaEes Repayment Room Hire 20,214 334 15,015 191 254 2.179 585 350 1,494 1.445 1,411 830 1,154 360 28J70 20.068 Support eo$ts FinaDce Bank charoes 39 TotaI resou¢$ expended 28,409 20,068 Net iDeome 8,606 3,472 This page does not forn) part of the stawtory financi21 srAtement$ Pag¢ll