Trustees’ annual report (including Directors’ report) for the period
From: 01/04/2024 Period start date To Period end date 31/03/2025
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 | Objects of the Association: - To advance public education in all aspects of Chinese cultures, traditions, and the Chinese language. - To provide recreational and educational facilities in the interest of social welfare, with the aim of improving the quality of life for residents within the Association’s area of benefit |
| 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 • 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 • Mobile phone user training class |
| 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 • Healthy Luncheons for the Elderly • Translation Services: medical reports, Government letters • We had Chinese Dance performance for Care Home and local SEN school. • We hired a coach and organised a day trip to Birmingham for our members. • Festive celebrations for Chinese New Year, Dragon Boat Festival and Mid Autumn Festival. Regular activities: |
|---|---|---|
- Daily Games Room, Weekly Dance Club. Weekly Singing Club and Weekly Tai Chi Club.
We had also engaged and support the following individuals and organisations in the last year. Individuals: elderly members from Hong Kong, students from Mainland China. Organisation: Surtal Arts, Pentagon Motors, Healthcare NHS Foundation Trust, Community Action Derby
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, applying for public housing 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 reserves held | 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 English speaking 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 National Lottery Fund 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 Para 1.51
The charity’s organisational 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, DE22 3SS |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 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
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03 11 2025
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DERBYSHIRE CHINESE WELFARE ASSOCIATION
FINANCIAL STATEMENTS FOR 31 MARCH 2025
Charity Number 515373
DERBYSHIRE CHINESE WELFARE ASSOCIATION
FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
Contents Page Independent Examiner’s Report | Receipts and Payments Account 2 Statement of Assets and Liabilities 3 Notes to the financial statements 4-5
DERBYSHIRE CHINESE WELFARE ASSOCIATION
Independent Examiner's Report to the Trustees of Derbyshire Chinese Welfare Association | report on the accounts of the charity for the year ended 31 March 2025 which are set out on pages 2 to 5
Respective responsibilities of the trustees and examiner 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”).
[ 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 statement | have completed my examination. | confirm 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: e accounting records were not kept in accordance with section 130 of[the][Act][or] e 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 18 [8 | LOZS
| DERBYSHIRE CHINESE WELFARE ASSOCIATION RECEIPTS AND PAYMENTS ACCOUNT
YEAR ENDED MARCH 31" 2025
| Unrestricted | Restricted | TOTAL | TOTAL | ||
|---|---|---|---|---|---|
| RECEIPTS | Funds | Funds | 2025 | 2024 | |
| £ | £ | £ | £ | ||
| Grants | a) | 2186 | 10900 | 13086 | 15046 |
| Donations and Fundraising | note 2 | 29571 | 0 | 2957] | 29353 |
| Sundry | 5854 | 0 | 5854 | 1486 | |
| TOTAL RECEIPTS | 37611 | 10900 | 4851] | 45885 | |
| PAYMENTS | |||||
| Wages and Associated Costs | 5849 | 9600 | 15449 | 14596 | |
| Water, electricity, gas | 5698 | 300 | 5998 | 5565 | |
| Telephone | 470 | 0) | 470 | 510 | |
| Food | 8848 | 1000 | 9848 | 7309 | |
| Maintenance and Equipment | 6032 | 0 | 6032 | 612 | |
| Travel | 825 | 0 | 825 | 350 | |
| Trade Waste | 613 | 0) | 613 | 537 | |
| Fees | 705 | 0) | 705 | 605 | |
| Insurance | 96 | 0 | 96 | 58 | |
| Sundry | 4558 | 0 | 4558 | 4682 | |
| TOTALOVERHEADS | 33694 | 10900 | 44594 | 34824 | |
| SURPLUS /DEFICITFORYEAR | YEAR | 3917 | () | 3917 | 11061 |
| OPENING BALANCE | 38009 | 8020 | 46029 | 34968 | |
| CLOSINGBALANCE | 41926 | 8020 | 49946 | 46029 |
DERBYSHIRE CHINESE WELFARE ASSOCIATION
STATEMENT OF ASSETS AND LIABILITIES AS AT MARCH 31" 2025
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Mar-25 Mar-24
Fixed Assets note 3 125065 129100
Current Assets
Debtors note 4 ¢ Q
Bank 48858 45562
Petty Cash 1088 467
Current Assets 49946 46029
Current Liabilities ane 800 800
NET CURRENT ASSETS 49146 45229
NET TOTAL ASSETS 174211 174329
2 S . 5 - >» yt
Chair Date
Treasurer Date
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DERBYSHIRE CHINESE WELFARE ASSOCIATION
NOTES TO THE ACCOUNTS
Note 1 Grants
| Grants | ||||
|---|---|---|---|---|
| Total | Total | |||
| Unrestricted | Restricted | 2025 | 2024 | |
| ‘ | £ | £ | £ | |
| Derbyshire County Council | 2186 | 0 | 2186 | 2186 |
| Postcode Places Trust | 0 | 0 | 0) | 9620 |
| National Lottery Community Fund | 0 | 9600 | 9600 | 0 |
| National Grid | 0 | 0 | () | 3240 |
| DACP Ltd | 0 | 1000 | 1000 | 0 |
| National Energy Action | 0 | 300 | 300 | 0 |
| 2186 | 10900 | 13086 | 15046 | |
| Note 2 | ||||
| DonationsandFundraising |
| Donations and Fundraising | ||||
|---|---|---|---|---|
| 2025 | 2024 | |||
| £ | £ | |||
| Room rental | 6437 | 4711 | ||
| Dinner payments | 8242 | 9362 | ||
| Dancing hall income | 3895 | 3194 | ||
| Donations | 3405 | 5474 | ||
| Membership | 1687 | 1942 | ||
| Activities fees | 2845 | 1010 | ||
| School fees | 3060 | 3660 | ||
| 29571 | 29353 | |||
| Note 3 | ||||
| Fixed Assets | ||||
| Landand | _—Plant and | |||
| buildings | Machinery | Total | ||
| £ | z | £ | ||
| Cost | ||||
| At | April 2024 | 201730 | 21006 | 222736 |
| Additions | 0 | 0 | 0 | |
| At 31 March 2025 | 201730 | 21006 | 222736 | |
| Depreciation | ||||
| At 31 March 2024 | 72630 | 21006 | 93636 | |
| At 31 March 2025 | 4()35 | 0 | 4035 | |
| 76665 | 21006 | 97671 | ||
| Net book value | ||||
| As at 31 March 2025 | 125065 | 0) | 125065 | |
| Asat31March2024 | 129100 | 0 | 129100 |
DERBYSHIRE CHINESE WELFARE ASSOCIATION
NOTES TO THE ACCOUNTS
| Note 4 | 2025 | 2024 |
|---|---|---|
| Debtors | £ | £ |
| Sundry | 0 | 0 |
| Note 5 | 2025 | 2024 |
| Creditors | £ | £ |
| Wages and Associated Costs | 800 | 800 |
| 800 | 800 |
Note 6 Restricted funds
| Closing | Closing | ||||
|---|---|---|---|---|---|
| Balance | Income | Expenditure | — Balance | ||
| £ | £ | £ | |||
| National Lottery Community Fund | 0 | 9600 | 1580 | 8020 | |
| Postcode Places Trust | 8020 | 0 | 8020 | 0 | |
| DACP Ltd | 0 | 1000 | 1000 | 0 | |
| National Energy Action | 0 | 300 | 300 | 0) | |
| 8020 | 10900 | 10900 | 8020 |
The National Lottery Community Fund was spent on wages. The Postcode Places Trust grant was spent on wages
The DACP Ltd grant was to help some members attend the New Year festival. National Energy Action funding was to provide a warm space for members.
DERBYSHIRE CHINESE WELFARE ASSOCIATION
FINANCIAL STATEMENTS FOR 31 MARCH 2025
Charity Number 515373
DERBYSHIRE CHINESE WELFARE ASSOCIATION
FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2025
Contents Page Independent Examiner’s Report | Receipts and Payments Account 2 Statement of Assets and Liabilities 3 Notes to the financial statements 4-5
DERBYSHIRE CHINESE WELFARE ASSOCIATION
Independent Examiner's Report to the Trustees of Derbyshire Chinese Welfare Association | report on the accounts of the charity for the year ended 31 March 2025 which are set out on pages 2 to 5
Respective responsibilities of the trustees and examiner 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”).
[ 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 statement | have completed my examination. | confirm 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: e accounting records were not kept in accordance with section 130 of[the][Act][or] e 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 18 [8 | LOZS
| DERBYSHIRE CHINESE WELFARE ASSOCIATION RECEIPTS AND PAYMENTS ACCOUNT
YEAR ENDED MARCH 31" 2025
| Unrestricted | Restricted | TOTAL | TOTAL | ||
|---|---|---|---|---|---|
| RECEIPTS | Funds | Funds | 2025 | 2024 | |
| £ | £ | £ | £ | ||
| Grants | a) | 2186 | 10900 | 13086 | 15046 |
| Donations and Fundraising | note 2 | 29571 | 0 | 2957] | 29353 |
| Sundry | 5854 | 0 | 5854 | 1486 | |
| TOTAL RECEIPTS | 37611 | 10900 | 4851] | 45885 | |
| PAYMENTS | |||||
| Wages and Associated Costs | 5849 | 9600 | 15449 | 14596 | |
| Water, electricity, gas | 5698 | 300 | 5998 | 5565 | |
| Telephone | 470 | 0) | 470 | 510 | |
| Food | 8848 | 1000 | 9848 | 7309 | |
| Maintenance and Equipment | 6032 | 0 | 6032 | 612 | |
| Travel | 825 | 0 | 825 | 350 | |
| Trade Waste | 613 | 0) | 613 | 537 | |
| Fees | 705 | 0) | 705 | 605 | |
| Insurance | 96 | 0 | 96 | 58 | |
| Sundry | 4558 | 0 | 4558 | 4682 | |
| TOTALOVERHEADS | 33694 | 10900 | 44594 | 34824 | |
| SURPLUS /DEFICITFORYEAR | YEAR | 3917 | () | 3917 | 11061 |
| OPENING BALANCE | 38009 | 8020 | 46029 | 34968 | |
| CLOSINGBALANCE | 41926 | 8020 | 49946 | 46029 |
DERBYSHIRE CHINESE WELFARE ASSOCIATION
STATEMENT OF ASSETS AND LIABILITIES AS AT MARCH 31" 2025
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Mar-25 Mar-24
Fixed Assets note 3 125065 129100
Current Assets
Debtors note 4 ¢ Q
Bank 48858 45562
Petty Cash 1088 467
Current Assets 49946 46029
Current Liabilities ane 800 800
NET CURRENT ASSETS 49146 45229
NET TOTAL ASSETS 174211 174329
2 S . 5 - >» yt
Chair Date
Treasurer Date
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DERBYSHIRE CHINESE WELFARE ASSOCIATION
NOTES TO THE ACCOUNTS
Note 1 Grants
| Grants | ||||
|---|---|---|---|---|
| Total | Total | |||
| Unrestricted | Restricted | 2025 | 2024 | |
| ‘ | £ | £ | £ | |
| Derbyshire County Council | 2186 | 0 | 2186 | 2186 |
| Postcode Places Trust | 0 | 0 | 0) | 9620 |
| National Lottery Community Fund | 0 | 9600 | 9600 | 0 |
| National Grid | 0 | 0 | () | 3240 |
| DACP Ltd | 0 | 1000 | 1000 | 0 |
| National Energy Action | 0 | 300 | 300 | 0 |
| 2186 | 10900 | 13086 | 15046 | |
| Note 2 | ||||
| DonationsandFundraising |
| Donations and Fundraising | ||||
|---|---|---|---|---|
| 2025 | 2024 | |||
| £ | £ | |||
| Room rental | 6437 | 4711 | ||
| Dinner payments | 8242 | 9362 | ||
| Dancing hall income | 3895 | 3194 | ||
| Donations | 3405 | 5474 | ||
| Membership | 1687 | 1942 | ||
| Activities fees | 2845 | 1010 | ||
| School fees | 3060 | 3660 | ||
| 29571 | 29353 | |||
| Note 3 | ||||
| Fixed Assets | ||||
| Landand | _—Plant and | |||
| buildings | Machinery | Total | ||
| £ | z | £ | ||
| Cost | ||||
| At | April 2024 | 201730 | 21006 | 222736 |
| Additions | 0 | 0 | 0 | |
| At 31 March 2025 | 201730 | 21006 | 222736 | |
| Depreciation | ||||
| At 31 March 2024 | 72630 | 21006 | 93636 | |
| At 31 March 2025 | 4()35 | 0 | 4035 | |
| 76665 | 21006 | 97671 | ||
| Net book value | ||||
| As at 31 March 2025 | 125065 | 0) | 125065 | |
| Asat31March2024 | 129100 | 0 | 129100 |
DERBYSHIRE CHINESE WELFARE ASSOCIATION
NOTES TO THE ACCOUNTS
| Note 4 | 2025 | 2024 |
|---|---|---|
| Debtors | £ | £ |
| Sundry | 0 | 0 |
| Note 5 | 2025 | 2024 |
| Creditors | £ | £ |
| Wages and Associated Costs | 800 | 800 |
| 800 | 800 |
Note 6 Restricted funds
| Closing | Closing | ||||
|---|---|---|---|---|---|
| Balance | Income | Expenditure | — Balance | ||
| £ | £ | £ | |||
| National Lottery Community Fund | 0 | 9600 | 1580 | 8020 | |
| Postcode Places Trust | 8020 | 0 | 8020 | 0 | |
| DACP Ltd | 0 | 1000 | 1000 | 0 | |
| National Energy Action | 0 | 300 | 300 | 0) | |
| 8020 | 10900 | 10900 | 8020 |
The National Lottery Community Fund was spent on wages. The Postcode Places Trust grant was spent on wages
The DACP Ltd grant was to help some members attend the New Year festival. National Energy Action funding was to provide a warm space for members.