## **Trustees’ Annual Report for the period** **From 1.9.23 Period start date To 31.8.24 Period end date Charity name: Simpson Memorial Community Association Moston Charity registration number: 521247** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of the
charity as set out in its
governing document|Para 1.17|To promote the benefit of the inhabitants of
Moston and the neighbouring districts by
association 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 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|SMCA manages the hire and use of the building
facilities (except a GP Surgery**)**in keeping with a
formal Trust with Manchester City Council (MCC)
It is responsible for minor repairs, utility costs and
stage systems, using rental income from outside
lets, resident affiliated user groups plus grants.
The building is in its own gated grounds with a
small car park and bowling green. Facilities are
on 3 levels with a kitchen on each and include a
hall with equipped stage and theatre (seating
capacity of 130) plus 5 rooms (total seating
capacity of 150). We have 3 pianos, portable
presentation and computer equipment plus
indoor and outdoor bowling facilities. Outside
Lets customers include registered charity groups
offering extensive education, advice, support and
well being activities (much of which is free) e.g.
NMCP, MCC, Sick Festival, Contact Theatre,
CAHN diabetes, GP surgery education for staff
and patients, One Manchester Ltd a housing
association, The Duchy Project and We Stand
Together Ltd. MCC are very active in our area
promoting community cohesion. Our 2 resident
affiliated groups are an amateur theatre group
(NMAODS) and a bowling club (60s Club
Simpson Memorial) both of which recently
celebrated their centenary.| |Statement confirming whether
the trustees have had regard to
the guidance issued by the
Charity Commission on public
benefit|Para 1.18|SMCA Financial Policy as updated in the MCC
2022/23 Governance Review confirms SMCA
rules and responsibilities| ## **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|We are grateful for the for the unpaid work
provided by our volunteers, trustees and house
committee members. Without their valuable
contribution we would not achieve so much.| |Other||| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |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|SMCA has been in continuous existence since
1886. Post COVID, MCC invited SMCA to
complete a Governance Review (Conversion to
Cash Project) for a £2K grant. We successfully
reviewed all SMCA processes including Health
and Safety, Finance Management, Volunteering.
This provided internal and external evidence of
our competency, enabling a full reopening of our
facilities for public use. The grant is being used to
replace 2 broken pianos and a new advertising
campaign.
MCC is especially supportive and recommends
use of our facilities for the public e.g. yearly
Africa Day event to link local support
organisations to develop outreach and
integration. So very successful with footfall
exceeding 600 and it encourages bookings from
highly regarded organisations. A changing
population of residents and businesses is
responding positively to community support
available e.g. NMCP have increased the variety
and duration of their sessions.
Our upgraded telephone/broadband package and
stage systems again in 2023 added to user
bookings and satisfaction. Sick Festival bookings
included a new 2-week youth theatre festival
working with professional technicians to
showcase new contemporary presentations.
MCC introduced Manchester One Housing Assoc
Ltd to launch a new local housing project.
We have close relationships with the Simpson
GP Surgery and help other community
organisations to support each other. They
provide free medical assistance to SMCA users
during their open hours
Our efforts continue to see more positive
feedback and bookings.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives set|Para 1.41|| |Investment performance against
objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s financial
position at the end of the period|Para 1.21|It is in a healthy position. Total income doubled to
£34459 due to more bookings and a generous
payment for GP Surgery utility costs. Expenditure
decreased to £16534 because of a cheaper gas
supplier and hard management of heating costs.
Overall, we had a net gain in the year of £17925.
This was despite a huge problem when Barclays
Bank closed our accounts in error when their
scanning systems failed to record trustee details
accurately for their money laundering review.
There was a national outcry with similar errors
with hundreds of other charities.
SMCA battled for justice for 4 months. In this
time despite a complaint case, Barclays insisted
we apply for a new account which meant
reducing our trustees from 4 to 3 to avoid bank
charges and a mountain of form filling. SMCA
had no access to the old accounts and were
unable to pay bills or pay in monies but continued
business fully. Our Treasurer personally paid all
bills until matters were rectified. Barclays Bank
never opened a new account. It conceded our
claim, reopened our accounts and paid
compensation. It then took weeks to restart direct
debits to our suppliers and arrange payments
from our users. Our treasurer was reimbursed
with thanks. Our retiring trustee remains on the
SMCA as Vice President.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Sufficient minimum reserves are need for 3 years
operations especially for utility cost where SMCA
pays by direct debit in arrear and operates an
annual bill back system for the GP Surgery
usage. Escalating utility costs and changes of
supplier controlled by MCC are a challenge.
Also, MCC started charging Business Rates
despite our Trust agreement which add to
financial pressure and involves annual
applications for relief.
Our hire rates for outside lets are unchanged to
encourage bookings as we rely on building up
finance in the spring and summer when we use
less lighting and heating.| |Amount of reserves held|Para 1.22|£69738 at 31/8/24| |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|SMCA continues to work hard to sustain this
beloved charity run by unpaid volunteers with
hire charges unchanged.
A large financial drain is utility payments for the
GP Surgery and the bill back arrangement which
distort our financial figures. We have repeatedly
asked MCC to instal separate meters especially
when most of the gas and water costs relate to
GP Surgery use.
Our trustees and volunteers are ageing, and we
continue to try and recruit younger folk.| ## **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|| |---|---|---| |Investment policy and
objectives including any social
investment policy adopted|Para 1.46|SMCA retains a savings account with NS&I
which generates valuable interest.
The amount in the Barclays Bank savings
account was increased by £20K from the current
account to also generate more valuable interest
We plan to open a second bank account to
safeguard access to funds| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Trust deeds 1886 and 1947| |How is the charity constituted?
(e.g unincorporated association,
CIO)|Para 1.25|Unincorporated association| |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|Approval by Trustees and House Committee at
AGM| **Additional information (optional)** You may choose to include further statements where relevant about: |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|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Simpson Memorial Community Association Moston| |---|---| |Other name the charity uses|SMCA| |Registered charity number|521247| |Charity’s principal address|Simpson Memorial Hall, Moston Lane, Moston, Manchester
M40 9NB| ||| **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||David Garside-
Trickett|President||SMCA| ||David Gordon|Chairman||SMCA| ||Carol Slade|Secretary & Treasurer||SMCA| ||Colin Garside-
Trickett|Deputy President|Until 16/11/23|SMCA| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** 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 trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Carol Slade **Full name(s)** Carol Ann Slade **Position (eg Secretary,** Treasurer & Secretary **Chair, etc) Date** 19/6/25 |**SMCA BALANCE SHEET YEAR END 31/08/24**|**SMCA BALANCE SHEET YEAR END 31/08/24**|**SMCA BALANCE SHEET YEAR END 31/08/24**|||||||| |---|---|---|---|---|---|---|---|---|---| ||||||||||| |**INCOME**|**31/08/2024 **|**31/08/2023 **|**31/08/2022**||**EXPENDITURE**|**31/08/2024 **|**31/08/2023 **|**31/08/2022**|| |BROUGHT FORWARD|51812.96|58618.30|42179.23||||||| ||||||Premises licence|180.00|180.00|180.00|| |Room rents/Affiliation fees|3593.00|2444.49|2236.00||Insurance|747.55|699.46|731.49|| |Outside Lets|22300.00|13327.50|12842.00||Outside Lets|||100.00|| |GP water|754.78||3565.58||Water|957.47|596.11|750.36|| |GPgas|7463.73|345.19|7750.39||Gas|8866.41|17981.93|6112.35|| |Electric|0.00||||Electric|2940.43|2482.27|2353.36|| |Telephone/Broadband|||||Telephone/Broadband|786.79|630.27|562.28|| ||||||Stationery|109.46|129.84|157.07|| ||||||Cleaningsupplies|189.36|76.34|113.38|| |Grants|0.00|0.00|2650.00||Grants|||650.00|| ||||||Business Rates|1573.33||0.00|| ||||||Equipment & repairs|33.47|57.21|125.01|| ||||||Stage system repairs||0.00|770.00|| |Misc||23.73|||Misc|150.00|112.82|0.00|| |Bank interest|348.07||0.40||Bank charges||0.00|0.00|| |**TOTAL**|34459.58|16140.91|29044.37||**TOTAL**|16534.27|22946.25|12605.30|| ||||||||||| ||||||**ANALYSIS C/F **||||| ||||||PO NS&I A/c|2862.64|2840.66|2838.02|| |**Grand total Income**|86272.54|74759.21|71223.60||Barclays CommunityA/c|40694.19|42966.95|54886.02|| |**Grand total expenditure**|16534.27|22946.25|12605.30||Barclays Premium A/c|26181.44|6005.35|894.26|| |**Carried Forward**|69738.27|51812.96|58618.30||**TOTAL**|69738.27|51812.96|58618.30|| ||||||||||| ||||||||||| |**X**|||||||||| ||||||||||| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of sii(IPEt)N WI£MDKihL eJbMMQNiiq è&SociA IiobJ On accounts for the year ended 31 sr AIu(iUSf 202 Charity no (if any) S 212WI Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended r,- 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 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. I have completed my examination. I confirm that no material matters have 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: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement 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: Date: Name: AN/1 Relevant professional qualification(s) or body (if any): Address: kl PTONI A(LS kJ 0£1 trj tKQAp4Q(-4i S i i 2 3g 9trtT IER October 2018