## **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||||
||||||
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## – 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**
**----- Start of picture text -----**
03 11 2025
**----- End of picture text -----**
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
**----- Start of picture text -----**
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
**----- End of picture text -----**
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
**----- Start of picture text -----**
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
**----- End of picture text -----**
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.