## **Trustees’ annual report (including Directors’ report) for the period** **From:** 01/04/2023 **Period start date To Period end date** 31/03/2024 **Charity name:** Derbyshire Chinese Welfare Association **Charity registration number:** 515373 ## **Objectives and activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The object of the Association shall be:
a) To promote education of the public in all
Chinese cultures and traditions and the Chinese
Language.
b) In the interests of social welfare to provide
recreational and educational facilities with object
of improving the conditions of life of the
inhabitants of the area of benefit in which the
association shall operate.
c) To establish or secure the establishment of a
centre or centres to assist in the promotion of the
above objects| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|
Dance Club weekly

Stay Warm and Healthy Talk

Chinese Supplementary School
weekly

Healthy Luncheons for the Elderly

Signposting and Advice

Translation Services

Cultural Events

Daily Games Room

Karaoke facilities

Tai Chi Class

Celebration activities for major
traditional festivals such as Chinese
New Year, Dragon Boat Festival and
Mid-Autumn Festival

Participation of cultural events with
other ethnic communities

Chinese Learning Classes| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|All of these activities will gain public benefits,
and reduce social isolation in the community.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|The organisation activities are run by
committee members and volunteers| |Other||| ## **Achievements and performance** |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|We have the following key works and main
activities done/organised for our members
and the community in the last 12 months:

Signposting and Advice services for
members: application of online bank
account, application for pension,
application for travelling visa,
application for housing benefits,
using of mobile phone and order
repeat prescription online

Free blood pressure measurement
for members

Provide Stay Warm Hub between
Jan to March

Healthy Luncheons for the Elderly in
May and August

Translation Services: medical
reports, Government letters

Supporting council work: supported a
Hong Kong student to take GSCE
exam at Murray Park Community
School in April; supported aHong| |---|---|---| - Kong family with language barrier in Borrow Wood Primary School to meet the social workers from January. - We had Chinese Dance performance for a Care Home in February and the Japan Fest in May - We hired a coach and organised a day trip to Birmingham for our members. - Regular activities: - Daily Games Room, Weekly Dance Club. Weekly Singing Club and Weekly Tai Chi Club. - weekly Chinese Supplementary School We had also engaged and support the following individuals and organisations in the last year. Individuals: elderly members, student from Hong Kong, family from Hong Kong. Organisation: Otaku World Ltd, Canal Vue Care Home, Borrow Wood Primary School, Murray Park Community School, Solid Rock Church, Derbyshire Healthcare NHS Foundation Trust, Community Action Derby, Derby City Council, National Community Engagement Team- Home Office We also had held cultural celebration activities for major traditional festivals such as Moon Festival in September, Chinese New Year in February and Dragon Boat Festival in June Our centre coordinator continued supporting members’ needs in acquiring public services such as applying for driving licence for age over 70’s, making GP appointment, attending dentist appointment for translation, , applying for universal credits, online processing of travelling documentation, paying council tax bill, applying for free bus pass, translation of documents and etc. Since many public services turned into online, our elderly members replied a lot on our centre to support them. **Additional information (optional)** You may choose to include further statements where relevant about: Para 1.41 Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Other ## **Financial review** |Review of the charity’s
financial position at the end
of the period|Para 1.21|We still have enough funds to support basic
association activities and centre’s
maintenance.| |---|---|---| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|| |Amount of reservesheld|Para 1.22|| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|Most of our members are not well versed in
English. We need to continue looking for
funding to support a bi-lingual part time
centre co-ordinator who plays an important
role to liaise with external parties and
Englishspeaking organisations.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|We received grants from People’s Post
Code Lottery, Community Matters Fund and
Derbyshire county council for the last
financial year.. Other fund raising activities
include donation and rental of facilities.| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|Our operating income can only cover the
utilities costs, insurance and daily
maintenance costs. We need extra funding
to maintain a bi-lingual part time coordinator
to help to deal with administration and
external communications.| |Other||| ## **Structure, governance and management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document:
for example,trust deed,
memorandum and articles of
association etc|Para 1.25|Constitution| |How is the charity
constituted?
for example limited company,
unincorporated association,
CIO|Para 1.25|Trust| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Election| |||| ## **Additional information (optional)** You may choose to include further statements where relevant about: Para 1.51 Policies and procedures adopted for the induction and training of trustees The charity’s organisational Para 1.51 structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Other ## **Reference and administrative details** |Charity name|**Derbyshire Chinese Welfare Association **| |---|---| |Other name the charity uses|| |Registered charity number|**515373**| |Charity’s principal address|**110-112 Abbey Street, Derby, DE223SS**| **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body)**
**entitled to appoint trustee (if**
**any)**| |---|---|---|---|---| ||Mr Wah Sun Wan|||| ||Mrs Ping Chan-
Ireland|||| ||Mr Cheung Fat
Ching|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## Corporate trustees – names of the directors at the date the report was approved |**Director name**|| |---|---| |**K F Tang**|**Chairman **| |**Y M Mo**|**First Vice Chairman **| |**L Liu**|**Treasurer **| |**S Allen **|**Vice Treasurer **| ||| ||| Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (optional information)** |**Type of**|**Name**|**Address**| |---|---|---| |**adviser **||| **Name of chief executive or names of senior staff members (optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** Declarations The company has taken advantage of the small companies, exemption in preparing the report above. The trustees declare that they have approved the truste•s' report {including directors, report) above. Signed on behalf of the charity's trusteesldirectors Signaturels) Full namels) Position {for example Secretsry. Chair, etc) Dats 25 09 2024 DERBYSHIRE CHINESE WELFARE ASSOCIATION FINANCIAL STATEMENTS FOR 31 MARCH 2024 Charity Iyumber 515373 DERBYSHIRE CHINESE WELFARE ASSOCIATION FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 Contents Page Independent Examiner's Report Receipts and Payments Account Statement of Assets and Liabilities Notes to the financial statements DERBYSHIRE CHINESE WELFARE ASSOCIATION Independent Examiner's Report to Ihe Trustees of Derbysbire Chinese Welfare AssociatlOD I report on the accounts of the charity for the year ended 31 March 2024 which are set out on pages 2 to5 Respective responsibilitie5 of the trustees and eraminer 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 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's ststement I have completed my examination. I confirn that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Mark Newey ACMA Derby CAS Babington Lodge 128 Green Lane Derby DEI IRY Date DERBYSHIRE CHINESE WELFARE ASSOCIATION RECEIPTS AND PAYMENTS ACCOUNT YEAR ENDED MARCH 31" 2024 Unrestricted Restricted TOTAL TOT AL Funds Funds 2024 2023 RECEIPTS Grants Donations and Fundraising Sundry TOTAL RECEIPTS no*1 2186 12860 15046 11786 29353 1486 33025 29353 1486 45885 21654 5285 38724 12860 PAYMENTS Wages and Associated Costs Water, electricity. gas Telephone Food Maintenance and Equipment Travel Trade Waste Fees Insurance Sundry TOTAL OVERHEADS 3992 4129 510 7309 612 350 537 605 58 4683 10604 1436 14596 5565 510 7309 612 350 537 605 58 4683 34823 12987 7062 503 5961 5214 415 245 450 636 5318 38790 22783 12040 SURPLUS I DEFICIT FOR YEAR 10242 820 11062 -66 OPENING BALANCE 27768 7200 34968 35034 CLOSING BALANCE 38009 8020 46029 34968 DERBYSHIRE CHINESE WELFARE ASSOCIATION STATEMENT OF ASSETS AND LIABILITIES AS AT MARCH 31" 2024 Mar-24 Mar-23 Fixed Assets nrrte 3 129100 133135 Current Assets Debtors Bank Pety Cash 45562 467 34914 54 Current Assets 46029 34968 Current Liabilities ¢5 800 115 NET CURRENT ASSETS 45229 348)3 NET TOTAL ASSETS 174329 167988 Chair Date Treasurer Date DERBYSHIRE CHINESE WELFARE ASSOCIATJON NOTES TO THE ACCOUNTS Nole I Grants Total 2024 Total 2023 Unrestricted Restricted Derbyshire County Council Postcode Places Trust National Lottery Community Fund National Grid 2186 2186 9620 2186 9620 9600 3240 12860 3240 15046 2186 11786 Note 2 Donations and Fundraising 2024 2023 Room rentsl Dinner payments Dancing hall income Donations Membership Activities fees School fees 4711 9362 3194 5474 1942 1010 3660 29353 5185 7100 1713 4499 1360 1745 52 21654 Note 3 Fixed Assets Land and Plant and buildings Machinery Total Cost At l April 2023 Additions At 31 March 2024 201730 21006 222736 201730 21006 222736 Depreciation At 31 March 2023 At 31 March 2024 68595 4035 72630 21006 89601 4035 93636 21006 Net book value As at 31 March 2024 As at 31 March 2023 129100 133135 129100 133135 DERBYSHIRE CHINESE WELFARE ASSOCIATION NOTES TO THE ACCOUNTS Note 4 Debtors Sundry 2024 2023 Note 5 Creditors Wages and Associated Costs Utilities 2024 2023 800 800 115 Note 6 Restricted funds Closing Balance Closing Balance Income Expenditure National Lottery Community Fund 2022123 Postcode Places Trust National Grid 7200 7200 1600 3240 12040 9620 3240 12860 8020 7200 8020 The National Lottery Community Fund was spent on wages The Postcode Places Trust grant was spent on wages The National Grid money was spent on heating and the caretaking and cleaning costs DERBYSHIRE CHINESE WELFARE ASSOCIATION FINANCIAL STATEMENTS FOR 31 MARCH 2024 Charity Iyumber 515373 DERBYSHIRE CHINESE WELFARE ASSOCIATION FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 Contents Page Independent Examiner's Report Receipts and Payments Account Statement of Assets and Liabilities Notes to the financial statements DERBYSHIRE CHINESE WELFARE ASSOCIATION Independent Examiner's Report to Ihe Trustees of Derbysbire Chinese Welfare AssociatlOD I report on the accounts of the charity for the year ended 31 March 2024 which are set out on pages 2 to5 Respective responsibilitie5 of the trustees and eraminer 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 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's ststement I have completed my examination. I confirn that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Mark Newey ACMA Derby CAS Babington Lodge 128 Green Lane Derby DEI IRY Date DERBYSHIRE CHINESE WELFARE ASSOCIATION RECEIPTS AND PAYMENTS ACCOUNT YEAR ENDED MARCH 31" 2024 Unrestricted Restricted TOTAL TOT AL Funds Funds 2024 2023 RECEIPTS Grants Donations and Fundraising Sundry TOTAL RECEIPTS no*1 2186 12860 15046 11786 29353 1486 33025 29353 1486 45885 21654 5285 38724 12860 PAYMENTS Wages and Associated Costs Water, electricity. gas Telephone Food Maintenance and Equipment Travel Trade Waste Fees Insurance Sundry TOTAL OVERHEADS 3992 4129 510 7309 612 350 537 605 58 4683 10604 1436 14596 5565 510 7309 612 350 537 605 58 4683 34823 12987 7062 503 5961 5214 415 245 450 636 5318 38790 22783 12040 SURPLUS I DEFICIT FOR YEAR 10242 820 11062 -66 OPENING BALANCE 27768 7200 34968 35034 CLOSING BALANCE 38009 8020 46029 34968 DERBYSHIRE CHINESE WELFARE ASSOCIATION STATEMENT OF ASSETS AND LIABILITIES AS AT MARCH 31" 2024 Mar-24 Mar-23 Fixed Assets nrrte 3 129100 133135 Current Assets Debtors Bank Pety Cash 45562 467 34914 54 Current Assets 46029 34968 Current Liabilities ¢5 800 115 NET CURRENT ASSETS 45229 348)3 NET TOTAL ASSETS 174329 167988 Chair Date Treasurer Date DERBYSHIRE CHINESE WELFARE ASSOCIATJON NOTES TO THE ACCOUNTS Nole I Grants Total 2024 Total 2023 Unrestricted Restricted Derbyshire County Council Postcode Places Trust National Lottery Community Fund National Grid 2186 2186 9620 2186 9620 9600 3240 12860 3240 15046 2186 11786 Note 2 Donations and Fundraising 2024 2023 Room rentsl Dinner payments Dancing hall income Donations Membership Activities fees School fees 4711 9362 3194 5474 1942 1010 3660 29353 5185 7100 1713 4499 1360 1745 52 21654 Note 3 Fixed Assets Land and Plant and buildings Machinery Total Cost At l April 2023 Additions At 31 March 2024 201730 21006 222736 201730 21006 222736 Depreciation At 31 March 2023 At 31 March 2024 68595 4035 72630 21006 89601 4035 93636 21006 Net book value As at 31 March 2024 As at 31 March 2023 129100 133135 129100 133135 DERBYSHIRE CHINESE WELFARE ASSOCIATION NOTES TO THE ACCOUNTS Note 4 Debtors Sundry 2024 2023 Note 5 Creditors Wages and Associated Costs Utilities 2024 2023 800 800 115 Note 6 Restricted funds Closing Balance Closing Balance Income Expenditure National Lottery Community Fund 2022123 Postcode Places Trust National Grid 7200 7200 1600 3240 12040 9620 3240 12860 8020 7200 8020 The National Lottery Community Fund was spent on wages The Postcode Places Trust grant was spent on wages The National Grid money was spent on heating and the caretaking and cleaning costs