Trustees’ Annual Report for the period
From 1.9.21 Period start date To 31.8.22 Period end date Charity name: Simpson Memorial Community Association
Charity registration number: 521247
Objectives and Activities
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SORP reference
Summary of the purposes Para 1.17 To promote the benefit of the
of the charity as set out inhabitants of Moston and the
in its governing neighbouring districts by association
document with the local authorities, voluntary
organisations and inhabitants to
advance education and to provide
facilities for recreation and with the
object of improving the conditions of
life for the said inhabitants.
Summary of the main Para 1.17 and SMCA manages the hire and use of the
activities in relation to 1.19 building facilities (except a GP Surgery)
those purposes for the in keeping with a formal Trust with
public benefit, in Manchester City Council (MCC). It is
particular, the activities, responsible for minor repairs and utility
projects or services costs using rental income from outside
identified in the lets, resident affiliated user groups plus
accounts. grants. The building is in its own gated
grounds with a small carpark and
bowling green. Facilities are on 3 levels
with a kitchen on each and include a
hall with equipped stage & theatre
(seating capacity of 130) plus 5 rooms
(total seating capacity of 150). We
have pianos, portable presentation,
stage and computer equipment, plus
indoor & outdoor bowling facilities.
Outside lets include registered charity
groups offering extensive education,
advice, support and well-being
activities (much of it is free) e.g. NMCP,
MCC Moston Matters, Can Survive, Sick
Festival. We also have activity and well
-being groups e.g. Northern Slimmers,
Amani Choir. MCC are very active in
our area to promote and support
community cohesion and are using our
facilities more We provided free use of
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the facilities for a COVID hub in Spring
2022.
Our resident affiliated groups are an
amateur theatre group, a bowling club
and both recently celebrated their
centenaries plus a radio club
Statement confirming Para 1.18 Charity Commission communications
whether the trustees are shared/copies to all trustees.
have had regard to the Usually these are email to the
guidance issued by the Treasurer who forwards them on
Charity Commission on
public benefit
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Additional information (optional)
You may choose to include further statements where relevant about:
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SORP reference
Policy on grant making Para 1.38
Policy on social Para 1.38
investment including
program related
investment
Contribution made by Para 1.38
volunteers
Other
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Achievements and Performance
SORP reference
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We have been in existence since 1886.
In the year to 31.8.22 COVID
restrictions had badly affected our
Summary of the main operations for 18 months especially
achievements of the with some of our senior volunteers. We
charity, identifying the Para 1.20 facilitated use for a COVID Hub and for
difference the charity’s the CENSUS in this time. Also MCC
work has made to the invited us to complete a Governance
circumstances of its Review (Conversion to Cash project) for
beneficiaries and any a £2k grant. We successfully reviewed
wider benefits to society all SMCA processes including Health
as a whole. and Safety which provided internal and
external evidence of our competency,
enabling a full reopening of facilities in
May 2022. MCC was especially
supportive and hired all our facilities
for an Africa Day event to link local
support organisations to develop
outreach and integration. It was a
great success and triggered other
bookings from highly regarded
organisations. A changing population of
local residents and businesses is
responding to community support
available. Our upgraded
telephone/broadband package and
stage systems added to user
satisfaction.
We have developed closer relationships
with the GP surgery in the building and
helped other community organisations
to support each other. Our efforts are
seeing more positive feedback and
bookings.
The £2k grant is to replace broken
pianos and fund a new advertising
campaign
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Additional information (optional)
You may choose to include further statements where relevant about:
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Achievements against
objectives set Para 1.41
Performance of
fundraising activities
against objectives set Para 1.41
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Investment performance
against objectives Para 1.41
Other
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Financial Review
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Review of the charity’s Para 1.21 It is a healthy position and better than
financial position at the pre COVID figures. Total income trebled
end of the period to £12843 because of increased
outside lets after 18 months closure.
The MCC £2K grant and GP surgery
£11314 refund for 2 years utility fees.
We exceed the £25K annual income
and triggered this TAR. We do not
expect that to recur. Outgoings went
up by a third to £12605 so in year we
had a net gain of £16439
Statement explaining the Para 1.22 Sufficient minimum reserves are need
policy for holding for 3 years operations especially for
reserves stating why they utility overheads which we pay by
are held direct debit monthly. Charges from
MCC and insurance are annual. Our
hire rates are the same throughout the
year and we rely on building up
reserves in the busy spring/summer
season when utilities costs are less. We
still operate a yearly bill back of GP
surgery utility usage.
Amount of reserves held Para 1.22 £58618 at 31.8.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23 SMCA has been in operation for 137
uncertainties about the years and continues to work hard to
charity continuing as a sustain a future despite difficult and
going concern changing circumstances, latterly
COVID. Joint utility meters for SMCA
and the GP surgery is a hindrance and
we continue to ask MCC for separate
meters. MCC however face their own
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financial struggle to meet their maintenance responsibilities and encourage SMCA to undertake more financial responsibility through grants etc Our trustees and volunteers are ageing and would benefit from recruiting new and younger folk.
Additional information (optional)
You may choose to include further statements where relevant about:
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The charity’s principal
sources of funds
(including any Para 1.47
fundraising)
Investment policy and
objectives including any
social investment policy Para 1.46
adopted
A description of the
principal risks facing the Para 1.46
charity
Other
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Structure, Governance and Management
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Description of charity’s SMCA Management team is a voluntary
trusts: organisation consisting of 4 appointed
Trustees forming an Executive
Committee with representatives from
each of the 3 affiliated groups (approx
80 members) plus volunteers. The
affiliated groups pay lower hire rates
plus an affiliation fee in exchange for
legal responsibilities managing the
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facilities. The SMCA Constitution and
Rules form the governing documentfor
practices with standard room hire and
affiliation fees being determined at the
AGM.
Type of governing Para 1.25 Trust deed with MCC
document
(trust deed, royal charter)
How is the charity Para 1.25 Unincorporated Association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are appointed in house by
methods including details unanimous agreement of existing
of any constitutional Trustees and confirmed at AGM. A new
provisions e.g. election to Trustee was appointed 1/6/22 who was
post or name of any already a volunteer and bank signatory
person or body entitled and recently retired as Chairman of our
to appoint one or more theatre group so was very familiar with
trustees SMCA arrangements.
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Additional information (optional)
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction
and training of trustees Para 1.51
The charity’s
organisational structure
and any wider network Para 1.51
with which the charity
works
Relationship with any
related parties Para 1.51
Other
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Reference and Administrative details
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Charity name Simpson Memorial Community Association
Other name the charity SMCA
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uses
Registered charity 521247
number
Charity’s principal The Simpson Memorial Hall,
address Moston Lane,
Moston
Manchester M40 9BN
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Names of the charity trustees who manage the charity
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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| Names of the charity trustee who manage the charity |
Names of the charity trustee who manage the charity |
Names of the charity trustee who manage the charity |
|---|---|---|
| SMCA Trustee name | Ofce (if any) | dates acted if not for whole year |
| David Garside-Trickett | President |
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Colin Garside-Trickett Vice President
Carol Slade Treasurer & Secretary
David Gordon Chairman wef 1 June 2022
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Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole
year
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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)
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Names and addresses of advisers (Optional information)
Type of Name Address
adviser
Name of chief executive or names of senior staff members (Optional information)
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Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
ees declare that they have approved the trustees’ report above. n behalf of the charity’s trustees Signature(s) Full name(s) n (eg Secretary, Chair, etc) Date
| SMCA BALANCE SHEET Y/E 31/08/22 | SMCA BALANCE SHEET Y/E 31/08/22 | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| INCOME | 31/08/2022 | 31/08/2021 | 31/08/2020 | EXPENDITURE | 31/08/2022 | 31/08/2021 | 31/08/2020 | x | |
| Brought Forward | 42179.23 | 43956.41 | 40449.73 | ||||||
| Premises Licence | 180.00 £ |
360.00 £ |
|||||||
| Room rents/Aff fees | 2,236.00 £ |
350.00 £ |
2,081.00 £ |
Insurance | 731.49 £ |
692.44 £ |
767.46 £ |
||
| Outside Lets | 12,842.00 £ |
6,512.00 £ |
4,448.00 £ |
Outside Lets | 100.00 £ |
||||
| Green fees | 165.00 £ |
Greens maintenance | 164.90 £ |
||||||
| GP Water | 3,565.58 £ |
417.68 £ |
1,737.44 £ |
Water | 750.36 £ |
715.80 £ |
1,787.25 £ |
||
| GP Gas | 7,750.39 £ |
335.28 £ |
4,627.92 £ |
Gas | 6,112.35 £ |
4,794.64 £ |
3,950.69 £ |
||
| Telephone/Broadband | Telephone/Broadband | 562.28 £ |
601.51 £ |
672.00 £ |
|||||
| Electric | Electric | 2,353.36 £ |
2,021.11 £ |
2,167.21 £ |
|||||
| Gas | Stationery | 157.07 £ |
114.37 £ |
||||||
| Cleaning/supplies | 113.38 £ |
91.30 £ |
66.60 £ |
||||||
| Grants | 2,000.00 £ |
Grants | |||||||
| Equipment/Repairs | 125.01 £ |
14.00 £ |
|||||||
| Stage systems repair etc | 770.00 £ |
||||||||
| Misc | Misc | 7.40 £ |
|||||||
| Bowlers Grant | 650.00 £ |
Bowlers Grant | 650.00 £ |
||||||
| Bank interest | 0.40 £ |
20.43 £ |
23.43 £ |
Bank charges | |||||
| TOTAL INCOME | 29,044.37 £ |
7,635.39 £ |
13,082.79 £ |
TOTAL EXPENDITURE | 12,605.30 £ |
9,412.57 £ |
9,576.11 £ |
||
| ANALYSIS OF CARRIED FORWARD | |||||||||
| Post Office NS&I | 2,838.02 £ |
2,837.74 £ |
2,817.46 £ |
||||||
| Barclays Community A/C | 54,886.02 £ |
38,677.35 £ |
40,474.96 £ |
||||||
| Grand total Income | 71223.6 | 51591.8 | 53532.52 | Barclays Premium A/C | 894.26 £ |
664.14 £ |
663.99 £ |
||
| Total expenditure | -12605.3 | -9412.57 | -9576.11 | Cash on hand | |||||
| Carried forward | 58618.3 | 42179.23 | 43956.41 | TOTAL | 58,618.30 £ |
42,179.23 £ |
43,956.41 £ |
||
| x |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name Simpson Memorial Community Association members of On accounts for the year Charity no 31.08.22 ended (if any) 521247 Set out on pages 1 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY 31/08/2022 .
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Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act
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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 I have completed my examination. I confirm that no material matters have ------------------------------------------- examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Act or
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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.
- Please delete the words in the brackets if they do not apply.
Signed: J Davies Date: 20.03.23 Name: Janet Davies Relevant professional qualification(s) or body (if any): Address: ~~40 Hampton Road~~ Failsworth Manchester M35 9HT
October 2018
1
IER
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
October 2018
2
IER