OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2023-03-31-accounts

T.S. PHOEBE

UNIT 49 OF THE SEA CADET CORPS

FINANCIAL ACCOUNTS RECEIPTS & PAYMENTS

YEAR ENDED 31 MARCH 2023

RECEIPT AND PAYMENTS ACCOUNTS

for the Year Ended 31 March 2023

Content

  1. Revenue and Non – Revenue Receipts (includes net change in Cash / Bank Balance )

  2. Revenue and Non-Revenue Payments

  3. Statement of Assets and Liabilities

  4. Note to the Receipts and Payments Accounts

  5. Committee Member

  6. Reports by Independent Examiner

THE SEA CADETS Form ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT SCC A3 (R&P) RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023 Jan-20

THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
Form
SCC A3 (R&P)
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
Unit
Name:
T.S. PHOEBE - UNIT 49 OF THE SEA CADET CORPS
Charity No:
301756
Fund-name/purpose(if not held for the Unit’sgeneralpurposes):-
Notes
REVENUE RECEIPTS
ANNUAL FUND/DIRECT GRANT - (restricted)
OTHER GRANTS - (unrestricted)
SCAVA (Sea Cadet Victualling Allowance)
CADET CONTRIBUTIONS
OTHER DONATIONS / LEGACIES
FUNDRAISING & SPECIAL EVENTS PROCEEDS
OTHER CHARITABLE ACTIVITIES:
COMPETITION RECEIPTS
COURSE FEES
SUNDRY SALES RECEIPTS
BANK DEPOSIT INTEREST
PROPERTY RENTS (includes any occasional
OTHER REVENUE RECEIPTS
TOTAL REVENUE RECEIPTS
A
NON-REVENUE RECEIPTS
PROCEEDS FROM SALES OF OTHER FIXED ASSETS
TOTAL NON-REVENUE RECEIPTS
B
(#Attach that Fund’s similar Account of Receipts as page AC1A, and so on)
TOTAL RECEIPTS = A + B
C
Reconciliation:-
THIS
YEAR
£
LAST
YEAR
£
Notes
£20,246.07 £12,726.82
£250.00 £18,751.00
£0.00 £0.00
£7,134.91 £5,080.00
£662.28 £0.00
£0.00 £197.19
£0.00 £0.00
£1,093.29 £1,884.34
£0.00 £0.00
£0.00 £0.00
£9,985.50 £7,127.50
£0.00 £600.50
A
£39,372.05 £46,367.35
£400.00 £0.00
£400.00 £0.00
£39,772.05 £46,367.35
NET CHANGE FOR YEAR IN CASH/BANK BALANCE:-
- REVENUE ITEMS (= A – D from page AC2)
G
- NON-REVENUE ITEMS (= B – E from page AC2)
H
- COMBINED (=G+H)
CASH/BANK BALANCE FROM LAST YEAR-END
CASH/BANK BALANCE AT THIS YEAR-END
V 3.0
£14,215.49
£26,552.67
-£20,050.14
-£19053.96
-£5,834.65
£7489.71
£70,902.37 £63403.66
£65,056.13 £70,902.37
AC1
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
Form
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
SCC A3 (R&P)
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
Form
SCC A3 (R&P)
Jan-20
Unit
Name:
T.S. PHOEBE - UNIT 49 OF THE SEA CADET
Charity No:
301756
Fund-name/purpose(if not held for the Unit’sgeneralpurposes):-
THIS
LAST
YEAR
YEAR
Notes
£
£
REVENUE PAYMENTS
DIRECT CHARITABLE ACTIVITY COSTS:
FUNDRAISING & SPECIAL EVENTS COSTS
£1,390.68
£0.00
COMPETITION COSTS
£0.00
£0.00
FUEL & TRAVEL COSTS
£1,444.46
£726.35
CATERING COSTS
£0.00
£0.00
TRAINING DELIVERY COSTS
£679.63
£6,070.81
ARTICLES PURCHASED FOR RESALE
£0.00
£0.00
OVERHEAD COSTS FOR:
RENT / COUNCIL TAX
£1,870.10
£855.54
HEAT, LIGHT & WATER
£3,653.21
£3,471.31
TELEPHONE & BROADBAND
£0.00
£552.26
RUNNING COST Inc POSTAGE, PRINTING & OTHER
£682.41
£393.45
MAINTENANCE COSTS FOR:
BUILDINGS & ESTATE
£10,651.79
£2,648.93
BOATS
£0.00
£0.00
VEHICLES
£340.00
£934.21
OTHER MISC EQUIPMENT
£1,216.18
£2,192.96
INSURANCE COSTS
£2,073.10
£1,908.86
BANK INTEREST & CHARGES
£0.00
£0.00
CHARITY GOVERNANCE COSTS:
FOR ACCOUNTS/AUDIT OR INDEPENDENT EXAMINATION
£60.00
£60.00
FOR OTHER PROFESSIONAL FEES
£0.00
£0.00
FOR LEGAL ADVICE (for constitution or trustees)
£1,095.00
£0.00
OTHER REVENUE COSTS
£0.00
£0.00
TOTAL REVENUE PAYMENTS
D
£25,156.56
£19,814.68
NON-REVENUE PAYMENTS–
ASSETS
£20,450.14
£19053.96
TOTAL N ON-REVENUE PAYMENTS
E
£20,450.14
£19053.96
TTOTAL PAYMENTS (=D+E)
F
£45,606.70
£38868.64
(#Attach that Fund’s similar Account of Payments as page AC2A, and so on)
V 3.0
AC2
generalpurposes):- THIS
YEAR
£
LAST
YEAR
£
Notes
£1,390.68 £0.00
£0.00 £0.00
£1,444.46 £726.35
£0.00 £0.00
£679.63 £6,070.81
£0.00 £0.00
£1,870.10 £855.54
£3,653.21 £3,471.31
£0.00 £552.26
£682.41 £393.45
£10,651.79 £2,648.93
£0.00 £0.00
£340.00 £934.21
£1,216.18 £2,192.96
£2,073.10 £1,908.86
£0.00 £0.00
£60.00 £60.00
£0.00 £0.00
£1,095.00 £0.00
£0.00 £0.00
D
£25,156.56
£19,814.68
£25,156.56 £19,814.68
£20,450.14 £19053.96
THE SEA CADETS
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Form
SCC A3 (R&P)
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Form
SCC A3 (R&P)
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Form
SCC A3 (R&P)
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Form
SCC A3 (R&P)
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
Form
SCC A3 (R&P)
Jan-20
Form
SCC A3 (R&P)
Jan-20
Unit
T.S. PHOEBE - UNIT 49 OF THE SEA CADET
Name:
Charity No:
301756
Name
In E&W: STATEMENT OF ASSETS & LIABILITIES
of Fund
ifrestricted
ASSETS:
CASH/BANK BALANCE(S) AT YEAR-END (from page AC1)
BANK DEPOSITS (if any) not included above
LOANS RECOVERABLE
OTHER DEBTS (total recoverable – exclude any “accruals”)
STOCKS OF ITEMS FOR RESALE (total cost)
INVESTMENTS (present value of securities &c)
INVESTMENTS (ditto – belonging to a Restricted Fund, if
OTHER FIXED ASSETS:
THIS
LAST
YEAR
YEAR
£
£
£65,056.13
£70,890.78
-LAND & BUILDINGS £7,129.00 £0.00
-BOATS £6,994.00 £0.00
-VEHICLES £1,600.00 £3,200.00
- COMPUTERS & OTHER EQUIPMENT £12,232.00 £14,901.00
*For all these items (including any gifts at estimated value when given) state [
]
[
]
their totalpresent valuehere if lower than as above
LIABILITIES
LOANS REPAYABLE £0.00 £0.00
OTHER CREDITORS (total payable – exclude any “accruals”) £0.00 £0.00
£0.00 £0.00
THE SEA CADETS
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Form
SCC A3 (R&P)
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Form
SCC A3 (R&P)
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Form
SCC A3 (R&P)
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
THE SEA CADETS
ANNUAL STATEMENT OF ACCOUNT* FOR THE UNIT
RECEIPTS & PAYMENTS ACCOUNT for year ended 31 March 2023
Form
SCC A3 (R&P)
Jan-20
(*Units in Scotland: This Statement’s form and content and its scrutiny are governed by Regulations – SSI 2006/218)
Copy to be uploaded onto Westminster and Volunteer & Business Support Manager at Area Office to be notified by 1 November 2023
Form
SCC A3 (R&P)
Jan-20
~~Unit~~
T.S. PHOEBE - UNIT 49 OF THE SEA CADET CORPS
Name:
Charity No:
301756
Unit address (or address for correspondence):-
House name:
Street and No:
Area or Estate:
Town/City:
County:
Post Code:
Unit Management Committee members (the ‘charity trustees’) at date of signing Report:-
Names of any other persons who were charity trustees of the Unit at any time in the financial year:-
Name of any person who is now (or was, in the financial year) a ‘trustee for the charity’ - i.e., holding or in possession of any assets belonging to
the Unit (includes custodians, nominees &c)[not : Scotland]:-
65
Gloucester Road
Bournemouth
Dorset
BH7 6JB
Roberto Rocca
Kuram Gwakyaa
Stephanie Pemberton
Azeez Balogun
Gary Shepheard
Neil Barber
Major David Alton
Steven Lee
Nature and date of the Unit’s constitution (governing document):Governed bySea Cadet Standard Constitution
The method(s) adopted for recruiting new trustees, and how trustees are elected or otherwise appointed (and by whom) in accordance wit
the Unit’s constitution, are as follows:-
Unit Management Team (UMT) members are elected annually at the Annual General Meeting (AGM). UMT members are elected from the
membership of the Sea Cadet Unit which is drawn loosely as being those with an interest in the unit. In the event of a vacancy arising during the
year (known as a casual vacancy), The UMT have the power to appoint a new UMT member. The UMT member appointed will serve until the date o
the next AGM, after which the post will be filled by election.
The Unit’s charitable purpose(s) as set out in its constitution is:-
To promote the development of young people in achieving their physical, intellectual and social potential as individuals and as responsible citizens
the provision of education and leisure time activities using a nautical theme and in accordance with the principles, ethos and practices of the Marin
Society & Sea Cadets (MSSC).
The Unit’s main activities and achievements in the financial year were:-

The units achievements during the financial year includes organising and engaging the Cadet in activities to support their growth and well being.
The financial year also saw the unit completes some of the pending projects which should further support the activities of our young ones.
Public Benefit
The UMT continue to give due regard to the public benefit provided by the Unit in relation to the charitable purpose of the Sea Cadet movement as
set out in the activities and achievements as outlined above. The aim is to promote the development of young people in achieving their physical,
intellectual and social potential as individuals and responsible citizens in a safe environment. In order to achieve this the Unit takes young people
from all backgrounds, including where possible those with disabilities and develops their skills and abilities by:
• Regular and structured activities with a nautical theme.
• Allowing young people to take part in activities connected with the wider Sea Cadet movement such
as waterborne activities, events and competitions at district, area and national levels.
• Availability of formal educational achievements whilst taking courses to earn badges and promotions
Contributions are kept low in order to ensure all those who wish to take part in the activities of the Unit may do so.
V 3.0
AC4

To promote the development of young people in achieving their physical, intellectual and social potential as individuals and as responsible citizens b the provision of education and leisure time activities using a nautical theme and in accordance with the principles, ethos and practices of the Marine Society & Sea Cadets (MSSC).

Receipts and Payment Accounts for the year ended 31 March 2023

Note to the receipt and payment accounts.

1. INDEPENDENT EXAMINATION

Given that the gross income falls income of £39772.05 falls within the £25000 to £500000 range, the accounts is expected to be subjected to the review of an independent examiner.

The Independent examiner’s opinion on the examination is expected to be carried out in accordance with the general direction given by the charity commission. This statement together with the receipt and payment accounts will be submitted to the Charity Commission.

2. FORMAT OF 2022/2023 FINANCIAL STATEMENT

Given that the unit’s gross income falls within the range of £25000 and £250000, we have adopted the receipt and payment option as the preferred basis of presentation of financial information and data.

The 2022 / 2023 presentation of financial statement is comprised of

3. Bank Balances

31 March 2023 31 March 2022
£ £
Barclays Account 64,529.60 70,048.48
Equals Credit Card Accounts 526.53 853.89
Stand Easy - -
65,056.13 70,902.37

4. LIQUIDITY AND FUND STATEMENT

4. LIQUIDITY AND FUND STATEMENT
31 March 2023 31 March 2023
£ £
Total Current Assets 65,056.13 81640.00
**Funds Availability: **
Restricted and Designated Funds 47056.13 63640.00
** Unrestricted Funds 18000.00 18000.00
65,056.13 81640.00

*Unrestricted Fund* : £18,000** has been previously approved as in-extremis ringfenced funding to cover one year’s operating expenses.

5. OTHER FIXED ASSETS

Pontoon Storage
Containers
Boats Mini Bus
(Vehicle)
Computer
Equipment
Total
£ £ £ £ £ £
Net NBV 31/03/2022 - 10622 0 3200 4279 18101
Purchases during
theyear
10266 - 9683 - - 19949
10266 10622 9683 3200 4279 38050
Depreciation (2022 /
2023)
(3137) (1180) (2689) (1600) (1489) (10095)
Net NBV 31/03/2023 7129 9442 6994 1600 2790 27955
Asper AC3 Statement £
Land and Building (Pontoon) 7129
Boats 6994
Vehicles(Minibus) 1600
**Computer Equipment & Storage ** 12232
27955

**The aggregation is a result of the limitation with respect of the adopted system which does not allow for editing and fitting for purpose.

Depreciation has been calculated based on straight line method to ensure consistency as in previous period. The depreciation on Pontoon was calculated at 33.33% as well as for the newly acquired Boats, while storage container maintained 10% of the historical cost as in previous period. The mini-van and computer equipment also adopted the historical depreciation value at 20% and 25% respectively.

6. THE UNIT AS A GOING CONCERN

If the unit continues to maintain its present operational and financial process as guided by the trustee, it is deemed stable and able to continue as a going concern.

…………………………….. Unit Chairman

………..………………… Unit Treasurer

Suttle & Co

Certified Public Accountants

Trading Name of Commercial Accounting & Taxation Ltd Co. Reg. 10061360

Unit 1, The Sidings, Victoria Avenue Industrial Estate, Swanage, Dorset, BH19 1AU - Tel: 01929 422093 Gary Suttle AAIA ACPA – gary.suttle@gmsuttle.co.uk Helen Christopher ATT ACPA - helen.christopher@gmsuttle.co.uk


INDEPENDENT EXAMINER’S REPORT

TO THE TRUSTEES OF BOURNEMOUTH UNIT 49 OF THE SEA CADET CORPS FOR THE YEAR ENDED 31[ST] MARCH 2023

Respective responsibilities of the Trustees and examiners

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year (under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is our responsibility to:

Basis of independent examiner’s statement

Our examination was carried out in accordance with General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the 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 accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with our examination, no matter has come to our attention:

  1. Which gives us reasonable cause to believe that in any material respect the requirements;

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act

have not been met; or

  1. To which, in our opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

……………………………………........ Mrs Helen Christopher MATT CPAA

20 October 2023