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2023-08-31-accounts

REGISTERED CHARITY NUMBER: 301929

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 August 2023

for

Ringwood and District Community Association

Town & Forest Chartered Accountants First Floor, New Barnes Mill Cottonmill Lane St Albans AL1 2HA

Ringwood and District Community Association

Contents of the Financial Statements for the Year Ended 31 August 2023

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 12
Detailed Statement of Financial Activities 13 to 14

Ringwood and District Community Association

Report of the Trustees for the Year Ended 31 August 2023

The trustees present their report with the financial statements of the charity for the year ended 31 August 2023. 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).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The Constitution provides that the primary object of the Association is to promote the benefit of the inhabitants of Ringwood and the neighbourhood, particularly by bringing together the inhabitants, and the local authorities, and voluntary and other organisations, to provide facilities for education, recreation and leisure-time occupation.

To this end the Association has established, and maintains and manages a Community Centre. The Association is non-party in politics and non-sectarian in religion.

The Association was formed in February 1958 and was given the opportunity to purchase the property known as Greyfriars at a significant undervalue in 1959 on the condition that it should be used for the benefit of the residents of Ringwood as a Community Centre. The Association was registered with the Charity Commission on 6 September 1962. A revised constitution was adopted on 22 March 2000.

Membership of the Association is open to individuals, to other voluntary bodies supporting the objects of the Association (Affiliated Groups), and to the statutory local authorities. With the approval of Council, individuals with common interests may form internal groups (Clubs). All members have one vote in the election of the elected members of Council at the Annual General Meeting. Council comprises the Honorary Officers, up to 12 elected members and one representative appointed by each club, affiliated group and statutory authority. The Council thus elected and appointed may co-opt further members, but co-opted members may not comprise more than a quarter of Council.

Under the Charities Act, the members of Council are the Charity ‘Trustees’. Council is responsible for the Association’s policies, and is the legal body able to enter into contracts on the Association’s behalf. It meets at least three times a year. Management of the Association’s day to day affairs is delegated to the Association’s Executive Committee and that Committee’s sub-committees whose recommendations are ratified by the executive committee, and day-to-day management of the community centre and its affairs to two salaried managers, who cannot be members of Council or of its committees, but may attend meetings of both.

Public benefit

The Associations' reason for existence, as enshrined in its original objects, is for the benefit of the inhabitants of Ringwood and the neighbourhood. In all the Association's activities, therefore, the Trustees have been able to pay due regard to the Charity Commission guidance on public benefit.

FINANCIAL REVIEW

Financial review, achievement and performance

The Trustees have broadly adopted the Charity Commission’s Statement of Recommended Practice on the reporting of charity finances. They hope that their formal Report and Accounts will prove transparent and helpful, enabling the many members and supporters of the Association to understand the service provided to the people of Ringwood and how it is financed.

Page 1

Ringwood and District Community Association

Report of the Trustees for the Year Ended 31 August 2023

FINANCIAL REVIEW

Reserves policy

The freehold property owned by the Trust is included in the accounts as an investment asset. The Association aims to hold adequate reserves to cover significant maintenance requirements, which could, in view of the age and listed status of the property, be significant. The Trustees keep the upkeep of the building under constant review and take professional advice where appropriate. It is also desirable to have adequate amounts put aside to cover costs in any period of major interruption to the Association's activities. Reserves represents any accumulated surpluses or deficits on the day-to-day operations of the Association. The Trustees seek at least to match income from hire fees and fund raising, including member's subscriptions, to expected costs, to cover short term requirements.

The amounts held within the restricted fund consist of amounts raised and donated specifically for the provision of disabled-access minibuses for the general use of the community.

Unrestricted Funds

Unrestricted funds are those funds available to meet an expenditure within the Association's charitable objects.

The Association's income in the year ended 31 August 2023 was £314,895 (£213,282 previous year). Income from charitable activities has shown a 28% increase from the previous year. This increase is reflective of the second full year of trading after the effects of COVID and the associated Lockdown periods. Room Hire activity has returned to pre COVID levels and the income from this source has increased to £148,536 (£109,651 previous year). We remain extremely grateful to the Staff and Volunteers who continue to generate income from Events, Study Groups and the Book Sales which together raised £31,828 (£26,649 previous year) being a 19% increase and contributing greatly towards the operating costs of the Centre.

Total Expenditure increased to £262,055 (£232,135 previous year) which reflects the increased usage of the Centre through the year and increasing costs due to inflationary features in the Economy. Staffing costs increased, mainly Caretaking, due to the higher level of room hire and the associated work required to meet the needs of the users of the Centre. Repairs and Renewals were up 20% at £35,776 (£29,752 previous year) and reflected ongoing work that is essential to maintain the fabric and structure of the buildings. The financial year saw the impact of the increasing Energy costs which were £18,482 higher than previous year. These costs alongside the wider inflationary effect on all other costs presented a challenging year for the Association. The Net Surplus for the year of £52,840 has resulted in an increase to the Unrestricted Funds. The Surplus has resulted in the Reserves of the Association returning to a more sustainable level to provide comfort, should there be any unplanned Expenditure required on the Buildings. The Economic situation remaining largely unchanged into the current Financial Year, the Trustees continue to budget prudently to minimise the impact. The Association continues to maintain a satisfactory Cash position but is mindful that the Trading position has returned to a Surplus position in current year.

Restricted Funds

Restricted funds have been raised for particular stated purposes and can only be used for those purposes.

In the financial year there was significant income from Donations and Legacies totalling £48,579. From this amount, expenditure on restricted activities totalled £19,167. Please refer to Note 5 re a prior year adjustment affecting the previous end of year balance.

The Fixed Assets of the Association consist mainly of the Trust Freehold Property. This was last professionally valued at 31 August 2010. The Trustees consider that there will have been no significant variation in the past twelve months, given that the property has a very specialised function, and no amendment is proposed.

Page 2

Ringwood and District Community Association

Report of the Trustees for the Year Ended 31 August 2023

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its constitution.

Risk management

The Trustees have considered the risks faced by the Association which include not only operational risks such as fire and accident, but risks arising from ever-changing legislation and an increasingly litigious society. A detailed assessment of the fire risk covering the whole premises is reviewed annually. There is a comprehensive Health and Safety policy, which is reviewed on a regular basis. It is expected that all users of the centre keep themselves familiarised with this.

The Trustees have also considered the impact of laws on child protection, equal of opportunity and disability access. The ongoing purpose of the building is constantly under review. They believe that they have identified the major risks which the Association faces. Business and operational risks are as far as practicable covered by commercial insurances. Strategic risks are through, potentially to arise from legislative changes and financial challenges at either local or national level, and these are monitored to the extent that the Trustees are able.

The Community Centre continues to be managed by Claire Alexander with help from assistant Manager Anne Melrose. They continue to run the office and the caretakers with great dedication and enthusiasm. As always, the centre was available for local groups and individuals and provided a meeting point at the heart of the Ringwood community.

The Special Events Committee has once again produced a major and essential contribution to the Association's funds. The minibuses continue to be well used, bringing elderly and disabled local inhabitants to Ringwood for their weekly shopping, social functions and outings, and generally enabling them to maintain wider horizons.

Greyfriars could not operate without the practical help and goodwill of the many volunteers who support the Association in so many ways, and gratitude is due to them from the Trustees and from the wider community that Greyfriars serves.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

301929

Principal address

Greyfriars Community Centre 44 Christchurch Road Ringwood Hampshire BH24 1DW

Trustees

M Baldwin J Barratt R B Brockhurst Esq A Duncan G M E Habbin M J S Osborne M A Pedersen B L Sindall (resigned 2.3.23) J Titt P J Titt (resigned 30.5.23) P J West D P Meany D Shering

Page 3

and Distrirt Association rt of tht Trrtstets for Ihe Year E￿ded 31 A t 2023 RF.FF.RENCE AND ADMIYJSfRATIVE DETAILS Ittdependejkt Ei xsmkner & Forest First FIoDr, NcwBarrK5 Mill Cottonmill IAn¢ Albans ALI 2HA 10 ￿)￿..... signed On its beh￿[ by.. AH)roved ty order of th¢ t￿rd offmstees ott..... . D P M¢any- TTUSt¢e Pa8e 4

Independent Examiner's Report to the Trustees of Ringwood and District Community Association

Independent examiner's report to the trustees of Ringwood and District Community Association

I report to the charity trustees on my examination of the accounts of Ringwood and District Community Association (the Trust) for the year ended 31 August 2023.

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

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

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

  2. 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.

Zara Dunster FCA

Town & Forest Chartered Accountants First Floor, New Barnes Mill Cottonmill Lane St Albans AL1 2HA

Date: ............................................. 14 June 2024

Page 5

Ringwood and District Community Association

Statement of Financial Activities

for the Year Ended 31 August 2023

Notes
INCOME FROM
Donations and legacies
Charitable activities
Charitable Activities
Investment income
2
Total
EXPENDITURE ON
Raising funds
Charitable activities
Charitable Activities
Total
NET INCOME/(EXPENDITURE)
Transfers between funds
9
Net movement in funds
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Unrestricted
fund
£
32,832
230,215
1,756
264,803
9,033
233,855
242,888
21,915
31,831
53,746
1,229,851
1,283,597
Restricted
fund
£
48,579
-
1,513
50,092
-
19,167
19,167
30,925
(31,831)
(906)
192,364
191,458
31.8.23
Total
funds
£
81,411
230,215
3,269
314,895
9,033
253,022
262,055
52,840
-
52,840
1,422,215
1,475,055
31.8.22
Total
funds
as restated
£
32,531
179,841
910
213,282
7,139
224,996
232,135
(18,853)
-
(18,853)
1,441,068
1,422,215

The notes form part of these financial statements

Page 6

od •*d Dljtrlrt CoJxmllTrl A3sotiatlorL 31Au 31.823 Totsl 31.8.22 Tot41 fi￿d5 Unrestricted Rcstii(tsA fimd FIXED A&SETS Tangible H55&s 1.(99.( 148,5WI 1,247.650 1325545 CURRENf ASSETS Debtors Cash at bank and in batml 16,814 I￿,363 556 42.312 17.370 232,675 23,311 195,163 207.177 42.868 250.045 218,476 CREDITORS Amounts fa]lin8 due wiflutt one year (U640) (22,640) {21,806) NET CURREYF ASSEIS 184537 41868 227.405 196,670 TOTAL ASSETS LESS CURRENT LIABILITIES 1283597 191,458 1.475.055 1,422,215 NKT AS8ETS l283S97 191,458 1,475,055 I,422,215 FUNDS Unr¢stri¢t¢d funds Restri¢t¢d fijnth 1.283,597 191,458 1229,851 192364 T(rrAL FUNDS 1.475,055 1.421215 10 June 2024 The fin￿cial 8taternents were approved bythe Board OrTr￿ aT¥] wJthori5fd for issue on ......................... 4lld ￿tre signed on Its t￿half by: D P Mt￿Y-TrUSteC

Ringwood and District Community Association

Notes to the Financial Statements for the Year Ended 31 August 2023

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.

The presentation currency of the financial statements is the Pound Sterling (£).

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

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

Plant and machinery - 15% on reducing balance Fixtures and fittings - 25% on reducing balance Motor vehicles - 15% on reducing balance

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.

Pension costs and other post-retirement benefits

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Trade debtors

Trade debtors are carried at original net invoice amount less an estimate for doubtful debtors. Bad debts are written off when identified. Specific provisions are made against debts whose recovery is considered doubtful.

Provisions and accruals

Provisions are recognised when there is a present legal or constructive obligation as a result of past events and the amount can be reliably estimated. Provisions are not recognised for future operating losses.

continued...

Page 8

Ringwood and District Community Association

Notes to the Financial Statements - continued

for the Year Ended 31 August 2023

2. INVESTMENT INCOME

----- Start of picture text -----
|||| |---|---|---| |31.8.23|31.8.22| |as restated| |£|£| |Interest receivable - trading|3,269|910|

----- End of picture text -----

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 August 2023 nor for the year ended 31 August 2022.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 August 2023 nor for the year ended 31 August 2022.

4. STAFF COSTS

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

----- Start of picture text -----
|||| |---|---|---| |31.8.23|31.8.22| |as restated| |Charitable|9|8|

----- End of picture text -----

No employees received emoluments in excess of £60,000.

5. PRIOR YEAR ADJUSTMENT

A prior year adjustment was made in respect of restricted and unrestricted funds within fixed assets, cash at bank, restricted expenses and brought forward funds, and other creditors and donations from legacies in 2020. At 31 August 2022, this has resulted in unrestricted motor vehicles being £23,460 higher and unrestricted vehicles being £23,460 lower, restricted funds held in the bank were £19,084 lower and unrestricted funds in the bank were £19,084 higher, restricted expenses were £6,440 higher and unrestricted expenses were £6,440 lower, and other creditors were £84,975 lower. There was a transfer of restricted funds to unrestricted funds of £7,303, and restated restricted funds were £42,544 lower, and restated unrestricted funds were £127,519 higher. The previous restricted funds at 31 August 2022 were £234,908 and unrestricted funds were £1,102,332 before the necessary adjustments.

continued...

Page 9

Ringwood and District Community Association

Notes to the Financial Statements - continued

for the Year Ended 31 August 2023

6. TANGIBLE FIXED ASSETS

COST
At 1 September 2022
Additions
At 31 August 2023
DEPRECIATION
At 1 September 2022
Charge for year
At 31 August 2023
NET BOOK VALUE
At 31 August 2023
At 31 August 2022
Freehold
property
£
1,163,792
-
1,163,792
-
-
-
1,163,792
1,163,792
Plant and
machinery
£
90,695
1,211
91,906
79,440
1,703
81,143
10,763
11,255
Fixtures
and
fittings
£
-
32,824
32,824
-
2,652
2,652
30,172
-
Motor
vehicles
£
133,912
-
133,912
83,414
7,575
90,989
42,923
50,498
Totals
£
1,388,399
34,035
1,422,434
162,854
11,930
174,784
1,247,650
1,225,545

The Trustees have chosen not to provide depreciation on freehold property on the basis that is have a very long useful life.

7. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Trade debtors
Other debtors
Prepayments
Accrued income
31.8.23
£
15,116
259
1,062
933
31.8.22
as restated
£
21,756
-
1,555
-
17,370 23,311

continued...

Page 10

Ringwood and District Community Association

Notes to the Financial Statements - continued

for the Year Ended 31 August 2023

8. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Trade creditors
Social security and other taxes
Pension
Other creditors
Deferred expenditure
Accrued expenses
9.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
Restricted funds
Restricted Fund
TOTAL FUNDS
Net movement in funds, included in the above are
Unrestricted funds
General fund
Restricted funds
Restricted Fund
TOTAL FUNDS
At 1.9.22
£
1,229,851
192,364
1,422,215
as follows:
Net
movement
in funds
£
21,915
30,925
52,840
Incoming
resources
£
264,803
50,092
314,895
31.8.23
£
925
1,130
555
632
17,000
2,398
22,640
Transfers
between
funds
£
31,831
(31,831)
-
Resources
expended
£
(242,888)
(19,167)
(262,055)
31.8.22
as restated
£
-
786
500
1,870
17,000
1,650
21,806
At
31.8.23
£
1,283,597
191,458
1,475,055
Movement
in funds
£
21,915
30,925
52,840

continued...

Page 11

Ringwood and District Community Association

Notes to the Financial Statements - continued

for the Year Ended 31 August 2023

9. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net
movement
At 1.9.21
in funds
£
£
Unrestricted funds
General fund
1,246,761
(24,214)
Restricted funds
Restricted Fund
194,307
5,361
TOTAL FUNDS
1,441,068
(18,853)
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
194,495
Restricted funds
Restricted Fund
18,787
TOTAL FUNDS
213,282
Transfers
between
funds
£
7,304
(7,304)
-
Resources
expended
£
(218,709)
(13,426)
(232,135)
At
31.8.22
£
1,229,851
192,364
1,422,215
Movement
in funds
£
(24,214)
5,361
(18,853)

10. RELATED PARTY DISCLOSURES

There were related party transactions in the year within donations.

The charity received donations totalling £27,407 in the year from The Friends of Greyfriars, a charity set up to receive donations and legacies in order to give financial assistance with the operation of Ringwood and District Community Association as and when required. R Brockhurst, G Habbin, M Pedersen, B Sindall and P Titt were also trustees of both charities in the period.

There were also related party transactions in the year within room hire income.

The charity received room hire income totalling £195 from Quantuma, a company of which David Meany, a trustee of the charity, is a director of. The rooms were hired out at arm's length price.

There were no other related party transactions for the year ended 31 August 2023.

Page 12

Ringwood and District Community Association

INCOME
Donations and legacies
Gifts
Grants
Investment income
Interest receivable - trading
Charitable activities
Room hire
Minibus hire
Minibus fuel rebate
Members subscriptions
Members life subscriptions
Gift aid
Affiliation fees
Special activities
Greyfriars study groups
Books
Canteen receipts
Photocopying
Miscellaneous
Minibus mileage charge
Total incoming resources
EXPENDITURE
Other trading activities
Special events
Charitable activities
Wages
Social security
Pensions
Light and heat
Carried forward
Detailed Statement of Financial Activities
for the Year Ended 31 August 2023
31.8.23
31.8.22
as restated
£
£
55,860
22,857
25,551
9,674
81,411
32,531
3,269
910
148,536
109,651
19,534
19,138
1,154
314
9,918
7,536
964
1,836
881
1,082
1,175
1,855
11,126
10,495
11,763
9,118
8,939
7,036
5,721
4,441
357
631
10,047
6,604
100
104
230,215
179,841
314,895
213,282
9,033
7,139
115,950
106,008
1,578
1,174
3,120
2,341
44,202
25,720
164,850
135,243

This page does not form part of the statutory financial statements

Page 13

Ringwood and District Community Association

Charitable activities
Brought forward
Telephone
Insurance
Caretaking and cleaning
Repairs and renewals
General garden expenses
Licence and PRS
Printing, postage, stationery
Photocopying
Advertising and website
Canteen
Miscellaneous
Minibus running expenses
Newsletter
Office expenses
Tree management/replacement
Independent examiner's fees
Professional fees
Plant and machinery
Fixtures and fittings
Motor vehicles
Total resources expended
Net income/(expenditure)
Detailed Statement of Financial Activities
for the Year Ended 31 August 2023
31.8.23
31.8.22
as restated
£
£
164,850
135,243
1,675
1,651
7,215
6,879
5,530
7,437
35,776
29,752
482
2,599
859
902
15
20
1,305
1,382
436
257
1,216
1,329
5,357
4,785
12,867
10,302
-
1,197
407
771
-
6,973
3,102
1,440
-
2,265
1,703
901
2,652
-
7,575
8,911
253,022
224,996
262,055
232,135
52,840
(18,853)

This page does not form part of the statutory financial statements

Page 14