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2025-06-30-accounts

Company Registration Number: NI018257 Charity Number: 101611

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital)

Annual Report and Audited Financial Statements

for the financial year ended 30 June 2025

Finegan Gibson Ltd Chartered accountants and Registered auditors 2nd Floor Causeway Tower 9 James Street South Belfast Antrim BT2 8DN

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) CONTENTS

Page
Reference and Administrative Information 3
Trustees' Annual Report 4 - 7
Statement of Trustees' Responsibilities 8
Independent Auditor's Report 9-11
Statement of Financial Activities 12
Balance Sheet 13
Statement of Cash Flows 14
Notes to the Financial Statements 15 - 22
Supplementary Information relating to the Financial Statements 24 - 26

2

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) REFERENCE AND ADMINISTRATIVE INFORMATION

Trustees

Mr A McRitchie Ms S Collins

Ms D Fitzpatrick (Appointed 13 December 2024) Mr J McMullan Mr P Mulholland (Resigned 13 December 2024) Mr K Delaney

Company Secretary Ms Claire Ferris Charity Number in Northern Ireland 101611 Company Registration Number NI018257 Registered Office 301 Glen Road Belfast BT118BU United Kingdom Auditors Finegan Gibson Ltd Chartered accountants and Registered auditors 2nd Floor Causeway Tower 9 James Street South Belfast Antrim BT2 8DN Principal Bankers Ulster Bank 4th Floor 11-16 Donegall Square East Belfast, BT1 5UB Northern Ireland

3

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) TRUSTEES' ANNUAL REPORT

for the financial year ended 30 June 2025

The trustees present their Trustees' Annual Report, combining the Directors' Report and Trustees' Report, and the audited financial statements for the financial year ended 30 June 2025.

The financial statements are prepared in accordance with the Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

The Trustees' Report contains the information required to be provided in the Trustees' Annual Report under the Statement of Recommended Practice (SORP) guidelines. The trustees of the charity are also charity trustees for the purpose of charity law and under the charity's constitution are known as members of the board of trustees.

In this report the trustees of West Belfast Development Trust Limited present a summary of its purpose, governance, activities, achievements and finances for the financial year 30 June 2025.

The charity is a registered charity and hence the report and results are presented in a form which complies with the requirements of the Companies Act 2006 and, although not obliged to comply with the Statement of Recommended Practice applicable in the UK and Republic of Ireland FRS 102, the organisation has implemented its recommendations where relevant in these financial statements.

Mission, Objectives and Strategy

Objectives

The charity’s objects are to be a commercially viable organisation which seeks to improve the economic and social profile of West Belfast. There has been no change in these during the year.

The social purpose of the charity is to equip people with the knowledge and skills to become economically resilient. This means developing an entrepreneurial culture in the local area, stimulating enterprise awareness with young people, offering alternative models of enterprise to the local community; as well as developing the personal confidence and ambition of the business people who locate in Work West or use its business support services to grow and succeed in establishing and expanding job creating businesses.

Work West operates workspace through two sites, one targeting private sector businesses and one targeting social enterprises and social innovations. The main office for the agency is located at the thinc lab in the Social Economy Village where the key interventions relating to property management and programme support are actioned. Staff are working utilising a hybrid model of home and office based working.

Restricted funds are at times raised through local government agencies for capital or occasionally the co-ordination and running of certain programmes. No funds are deemed to be restricted in this year. On an annual basis very little income is restricted.

Work West raises their unrestricted funds through the operation of property rental at the private sector site and the Social Economy Village site. Programme delivery and consultancy work also contribute to unrestricted funds being generated. All funds generated from this activity are used for charitable purposes

Strategy

The following sections for achievements and performance and financial review form the strategic report of the charity.

Structure, Governance and Management

Structure

The charity is a company limited by guarantee.

Composition of the Board and Board Appointment Process

The trustees are elected/re-elected at the Annual General Meeting.

None of the trustees have any beneficial interest in the company. All of the trustees are members of the company and guarantee to contribute £1 in the event of a winding up.

Work West has five trustees who convene a minimum of eight times per year to discuss and make decisions as to the long term plans of the company. Day to day running is undertaken by Claire Ferris, who is the organisation’s Chief Executive.

The trustees have assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

4

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) TRUSTEES' ANNUAL REPORT

for the financial year ended 30 June 2025

Charitable registration was granted by the Charity Commission of Northern Ireland on 5 June 2015. Following a ruling in 2020 Charities in Northern Ireland registered within this time period are not registered charities but charities in law.

Review of Achievements and Performance

The Charity has successfully delivered a range of support services to businesses and social enterprises in the prestart, start up and growth phases.

Work West engaged in a strategic review and strategic planning process which resulted in the development of a new 3 year strategic plan in June 2025. Within the strategy there is a focus on property, social enterprise, innovation and social value work. Throughout the year Work West has remained a high performing agency in terms of all programmes delivered in terms of attainment of target.

Programmes and Service Delivery

Work West delivered the Belfast City Council Go Social programme during the period targeting social enterprise and cooperative start ups. Between July 2024 and June 2025 69 clients were supported and 40.5 jobs had been created and an additional 15 projected. Work West engaged a high number of underrepresented groups on the programme with 54% located in the top 30% most deprived areas, 15% from the BAME communities and 51% women. Representation from across the city was as follows: North 24%, South 32%, East 15% and west 29%. A stakeholder group with 18 members attended 4 meetings over the period also. Furthermore £90,000 of Belfast City Council incentive funds were awarded in December 2024 supported by Work West.

Full Circle manage and subcontract Go Succeed Growth to Work West primarily for social enterprise support. During the period 9 social enterprises were supported through mentoring and support to access the programme grant.

Enterprise Northern Ireland manage and subcontracted work to Work West for Go Succeed Engage and Foundation Programme from July 2024 until January 2024.Work West supported clients in the pre start and start up phases. Clients received mentoring support and workshops to facilitate their start up. There were 89 enquiries over the period.

During the period Work West delivered Foursight creative profiling to 141 people from 9 groups. Additional innovation training took place with a further 3 groups over the period.

Property

The Work West site as at 30th June 2025 had an occupancy of 96.2% with only 2 units available . As at 30th June 2025 there were 27 tenant companies located on the Work West site and the 6 organisations located in the Social Economy. The Social Economy Village had 89% occupancy at year end. Four new tenants took up occupancy in Work West over the period, one tenant downsized and three existing tenants took on additional space due to business growth on site.

Approximately 30 hours of time has been given to support the regeneration of the area through participation of key staff on Boards and Committees within West Belfast and beyond.

Financial Review

The results for the financial year are set out on page and additional notes are provided showing income and expenditure in greater detail. The trustees are satisfied with the results of the year as reflected in the financial statements.

Financial Results

At the end of the financial year the charity has assets of £1,763,608 (2024 - £1,783,022) and liabilities of £113,060 (2024 - £143,493). The net assets of the charity have increased by £11,019.

Reserves Position and Policy

Reserves Policy

It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three to six month’s expenditure. The trustees consider that reserves at this level will ensure that, in the event of a significant drop in income, they will be able to continue the charity’s current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.

5

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) TRUSTEES' ANNUAL REPORT

for the financial year ended 30 June 2025

Trustees

The trustees who served throughout the financial year, except as noted, were as follows:

Mr A McRitchie Ms S Collins Ms D Fitzpatrick (Appointed 13 December 2024)

Mr J McMullan Mr P Mulholland (Resigned 13 December 2024) Mr K Delaney

In accordance with the Constitution, the trustees retire by rotation and, being eligible, offer themselves for re-election.

The secretary who served during the financial year was:

Ms Claire Ferris

Compliance with Sector-Wide Legislation and Standards

The charity engages pro-actively with legislation, standards and codes which are developed for the sector. West Belfast Development Trust Limited subscribes to and is compliant with the following:

Public Benefit

The Directors confirm that they have had due regard for the guidance produced on Public Benefit by the Charity Commission for Northern Ireland, and are pleased to report that during 2025/25 they have continued to meet the Public Benefit requirement as follows:

(i) The creation of employment, training and work experience opportunities for residents living in economically and socially deprived areas and consequently a reduction in poverty, unemployment and hardship, leading to a better quality of life for the beneficiaries and consequent improvements in health and well-being.

During the year Work West delivered the following initiatives which helped them to achieve the public benefit detailed in point (i) as follows

Under ‘Go Social’ 40.5 jobs were created on the programme by June 2025 many of which were secured by residents living in economically and socially deprived areas with 54% of participants based in areas of high Multiple Deprivation.

In the year there was a good spread of participants from across the city with 53% from the west and north of the city which have higher levels of deprivation. 15% were from East Belfast and 32% from South.

The programme was successful in engaging underrepresented groups also with 51% of clients being female led and 15% led by members of the global majority.

Work West sponsors a person from West Belfast every year through awarding a bursary for education through the Aisling Bursary awards which helps local people to access further or higher education.

(ii) Enhanced knowledge about setting up and running small businesses and social enterprises resulting in increased levels of self-employment and better prospects of sustainable development.

During the year Work West delivered the following initiatives which helped them to achieve the public benefit detailed in point (ii):

As at the end of June 2024 Go Social had helped 69 social entrepreneurs and cooperatives who were exploring the establishment of developing new ventures

Through Go Succeed local aspiring entrepreneurs were supported through mentoring and training to set up in business

(iii) Increased levels of knowledge and transferable vocational skills among employees / work experience trainees, assisting in the creation of a more educated, skilled and qualified community.

During the year Work West delivered the following initiative which helped them to achieve the public benefit detailed in point (iii):

9 Innovation sessions were delivered using Foursight to the the following businesses and organisations over the period; Belfast City Council skills and employability team, Belfast City Council Enterprise and Growth team, Housing Rights, Police Ombudsman Office, Aramax, Mid and East Antrim skills Academy, MEA Labour Market Partnership, Housing for all team, The Go Succeed management team

6

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) TRUSTEES' ANNUAL REPORT

for the financial year ended 30 June 2025

(iv) A greater sense among the beneficiaries of more fulfilled and purposeful lives, resulting in a safer, more stable and cohesive community.

During the year Work West delivered the following initiatives which helped them to achieve the public benefit detailed in point (iv)

The Design Thinking and creative problem solving work delivered under thinc including Foursight allowed participants to learn a new skill which is very transferable to home and work life. This skill could be used to solve problems and create new ideas and innovations in participants lives in general 141 FourSight profiles were completed.

Go Social supported 69 groups to lead more purposeful lives as the social enterprises at the core of their journey were focused on social impact.

Plans for future periods

Work West is a market leader in the field of enterprise development, both private and social having operated in this arena for 36 years. Work West is committed to using design thinking and creative problem solving approaches in relation to its programme delivery. This is reflected through the thinc brand (test house for innovation and creativity). The team continue to use technology to extend their reach in terms of workshop, best practice and mentoring delivery for both enterprise and innovation work.

Our work and expertise with social enterprise has led to the exploration of developing an offering in terms of social value / social partnership work which we continuing to test in the market.

Over the next year we will be using technology more within the organisation to improve efficiencies across the business. There will be timely reporting on social value relating to the work undertaken also.

Occupancy of units is strong and demonstrates demand in the area. There is a long term investment plan for property being developed to ensure the property asset meets the needs of all tenants over the coming decade. New property management software will be introduced to support the management of the property over the next year.

The Auditors

The auditors, Finegan Gibson Ltd, (Chartered accountants) have indicated their willingness to continue in office in accordance with the provisions of Section 485 of the Companies Act 2006.

Approved by the Board of Trustees on 6 February 2026 and signed on its behalf by:

________Mr K Delaney Trustee

7

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) STATEMENT OF TRUSTEES' RESPONSIBILITIES

for the financial year ended 30 June 2025

The trustees, who are also directors of West Belfast Development Trust Limited for the purposes of company law, are responsible for preparing the financial statements in accordance with applicable law and regulations.

Company law requires the trustees as the directors to prepare financial statements for each financial year. Under that law the trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law) including FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" Section 1A (Small Entities). Under company law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the company and of the surplus or deficit of the company for that period.

In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2006 and. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the trustees are aware:

Approved by the Board of Trustees on 6 February 2026 and signed on its behalf by:

________Mr K Delaney Trustee

8

INDEPENDENT AUDITOR'S REPORT to the Members of West Belfast Development Trust Limited

(A company limited by guarantee, not having a share capital)

Report on the audit of the financial statements

Opinion

We have audited the charity financial statements of West Belfast Development Trust Limited ('the charity') for the financial year ended 30 June 2025 which comprise the Statement of Financial Activities (incorporating an Income and Expenditure Account), the Balance Sheet, the Statement of Cash Flows and notes to the financial statements, including the summary of significant accounting policies set out in note 2. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland", applying Section 1A of that Standard and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with FRS 102.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC's Ethical Standard, and the Provisions Available for Audits of Small Entities, in the circumstances set out in Note 3 to the financial statements, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity's ability to continue as a going concern for a period of at least twelve months from the date when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other Information

The other information comprises the information included in the annual report other than the financial statements and our Auditor's Report thereon. The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

Opinion on other matter prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

9

INDEPENDENT AUDITOR'S REPORT

to the Members of West Belfast Development Trust Limited

(A company limited by guarantee, not having a share capital)

Matters on which we are required to report by exception

In the light of our knowledge and understanding of the charity and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees' Annual Report.

We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if, in our opinion:

Responsibilities of trustees for the financial statements

As explained more fully in the Statement of Trustees' Responsibilities set out on page 8, the trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as they determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charity's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless management either intends to liquidate the charity or to cease operations, or has no realistic alternative but to do so.

Auditor's responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an Auditor's Report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, we considered the following:

-the nature of the industry and sector, control environment and business performance including the design of the remuneration policies, key drivers for directors' remuneration, bonus levels and performance targets;

-results of our enquiries of management about their own identification and assessment of the risks of irregularities;

-any matters we identified having obtained and reviewed documentation of their policies and procedures relating to: -identifying, evaluating and complying with laws and regulations and whether management were aware of any instances of non-compliance;

-detecting and responding to the risks of fraud and whether management have knowledge of any actual, suspected or alleged fraud;

-the internal controls established to mitigate risks of fraud or non-compliance with laws and regulations. -the matters discussed among the audit engagement team including significant component audit teams and relevant internal specialists, including tax and valuations specialists regarding how and where fraud might occur in the financial statements and any potential indicators of fraud.

As a result of these procedures, we considered the opportunities and incentives that may exist within the organisation for fraud and identified the greatest potential for fraud. In common with all audits under ISAs (UK), we are also required to perform specific procedures to respond to the risk of management override.

We also obtained an understanding of the legal and regulatory frameworks in operation, focusing on provisions of those laws and regulations that had a direct effect on the determination of material amounts and disclosures in the financial statements. The key laws and regulations we considered in this context included ongoing compliance with the UK Companies Act and tax legislation.

In addition, we considered provisions of other laws and regulations that do not have a direct effect on the financial statements but compliance with which may be fundamental for their ability to operate or to avoid a material penalty.

10

INDEPENDENT AUDITOR'S REPORT to the Members of West Belfast Development Trust Limited

(A company limited by guarantee, not having a share capital)

Further information regarding the scope of our responsibilities as auditor

As part of an audit in accordance with ISAs (UK), we exercise professional judgement and maintain professional scepticism throughout the audit. We also:

We communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our audit.

The purpose of our audit work and to whom we owe our responsibilities

This report is made solely to the charity's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charity's members those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity's members as a body, for our audit work, for this report, or for the opinions we have formed.

__________Paul Dolan FCA (Senior Statutory Auditor) for and on behalf of FINEGAN GIBSON LTD

Chartered accountants and Registered auditors 2nd Floor Causeway Tower 9 James Street South Belfast Antrim BT2 8DN

6 February 2026

11

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) STATEMENT OF FINANCIAL ACTIVITIES

(Incorporating an Income and Expenditure Account)

for the financial year ended 30 June 2025

----- Start of picture text -----
||||||| |---|---|---|---|---|---| |Unrestricted|Total|Unrestricted|Total| |Funds|Funds|Funds|Funds| |2025|2025|2024|2024| |Notes|£|£|£|£| |Income| |Charitable activities|4.1|538,340|538,340|524,406|524,406| |Investments|4.2|13,600|13,600|3,730|3,730| |─────── ─────── ─────── ───────| |Total income|551,940|551,940|528,136|528,136| |─────── ─────── ─────── ───────| |Expenditure| |Charitable activities|5.1|540,921|540,921|523,550|523,550| |─────── ─────── ─────── ───────| |Net income/(expenditure)|11,019|11,019|4,586|4,586| |Transfers between funds|-|-|-|-| |─────── ─────── ─────── ───────| |Net movement in funds for the financial year|11,019|11,019|4,586|4,586| |Reconciliation of funds:| |Total funds beginning of the year|18|1,639,529|1,639,529|1,634,943|1,634,943| |─────── ─────── ─────── ───────| |Total funds at the end of the year|1,650,548|1,650,548|1,639,529|1,639,529| |═══════ ═══════ ═══════ ═══════|

----- End of picture text -----

The Statement of Financial Activities includes all gains and losses recognised in the financial year. All income and expenditure relate to continuing activities.

The notes on pages 15 to 22 form part of the financial statements

12

West Belfast Development Trust Limited

(A company limited by guarantee, not having a share capital) Company Number: NI018257

BALANCE SHEET

as at 30 June 2025

2025 2024
Notes £ £
Fixed Assets
Tangible assets 13 1,328,422 1,383,844
─────── ───────
Current Assets
Debtors 14 111,092 28,681
Cash at bank and in hand 15 324,094 370,497
─────── ───────
435,186 399,178
─────── ───────
Creditors: Amounts falling due within one year 16 (113,060) (108,896)
─────── ───────
Net Current Assets 322,126 290,282
─────── ───────
Total Assets less Current Liabilities 1,650,548 1,674,126
Creditors
Amounts falling due after more than one year 17 - (34,597)
─────── ───────
Total Net Assets 1,650,548 1,639,529
═══════ ═══════
Funds
Designated funds (Unrestricted) 1,277,770 1,173,481
General fund (unrestricted) 372,778 466,048
─────── ───────
Total funds 18 1,650,548 1,639,529
═══════ ═══════

These financial statements have been prepared in accordance with the special provisions relating to small companies within Part 15 of the Companies Act 2006.

The financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime and in accordance with FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland", applying Section 1A of that Standard.

Approved by the Board of Trustees and authorised for issue on 6 February 2026 and signed on its behalf by

________ Mr K Delaney Trustee

The notes on pages 15 to 22 form part of the financial statements

13

West Belfast Development Trust Limited STATEMENT OF CASH FLOWS

for the financial year ended 30 June 2025

2025 2024
Notes £ £
Cash flows from operating activities
Net movement in funds 11,019 4,586
Adjustments for:
Depreciation 95,417 90,709
Interest receivable and similar income (13,600) (3,730)
Interest payable and similar expenses 2,076 5,305
─────── ───────
94,912 96,870
Movements in working capital:
Movement in debtors (82,411) 16,527
Movement in creditors 24,030 (14,613)
─────── ───────
Cash generated from operations 36,531 98,784
Interest paid (2,076) (5,305)
─────── ───────
Net cash generated from operating activities 34,455 93,479
─────── ───────
Cash flows from investing activities
Interest received 13,600 3,730
Payments to acquire tangible assets (39,995) (121,823)
─────── ───────
Net cash used in investment activities (26,395) (118,093)
─────── ───────
Cash flows from financing activities
Proceeds from borrowings - 19,847
Proceeds from borrowings - 1,585
Repayment of long term loan (34,597) -
Repayment of short term loan (19,866) -
─────── ───────
Net cash used in financing activities (54,463) (18,262)
─────── ───────
Net decrease in cash and cash equivalents (46,403) (42,876)
Cash and cash equivalents at the beginning of the year 370,497 413,373
─────── ───────
Cash and cash equivalents at the end of the year 15 324,094 370,497
═══════ ═══════

14

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) NOTES TO THE FINANCIAL STATEMENTS

for the financial year ended 30 June 2025

1. GENERAL INFORMATION

West Belfast Development Trust Limited is a company limited by guarantee incorporated in Northern Ireland. The registered office of the charity is 301 Glen Road, Belfast, BT118BU, United Kingdom which is also the principal place of business of the charity. The financial statements have been presented in Pound (£) which is also the functional currency of the charity.

2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

The following accounting policies have been applied consistently in dealing with items which are considered material in relation to the charity’s financial statements.

Basis of preparation

The financial statements have been prepared on the going concern basis under the historical cost convention, modified to include certain items at fair value. The financial statements have been prepared in accordance with the Statement of Recommended Practice (SORP) "Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland FRS 102", applying Section 1A of that Standard.

As permitted by the Companies Act 2006, the charity has varied the standard formats in that act for the Statement of Financial Activities and the Balance Sheet. Departures from the standard formats are to comply with the requirements of the Charities SORP and are in compliance with section 4.7, 10.6 and 15.2 of that SORP.

Statement of compliance

The financial statements of the charity for the financial year ended 30 June 2025 have been prepared on the going concern basis and in accordance with the Statement of Recommended Practice (SORP) "Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland FRS 102", applying Section 1A of that Standard.

Fund accounting

The following are the categories of funds maintained:

Restricted funds

Restricted funds represent income received which can only be used for particular purposes, as specified by the donors. Such purposes are within the overall objectives of the charity.

Unrestricted funds

Unrestricted funds consist of General and Designated funds.

▪ General funds represent amounts which are expendable at the discretion of the board, in furtherance of the objectives of the charity.

▪ Designated funds comprise unrestricted funds that the board has, at its discretion, set aside for particular purposes. These designations have an administrative purpose only, and do not legally restrict the board's discretion to apply the fund.

Income

Income is recognised by inclusion in the Statement of Financial Activities only when the charity is legally entitled to the income, performance conditions attached to the item(s) of income have been met, the amounts involved can be measured with sufficient reliability and it is probable that the income will be received by the charity.

Income from charitable activities

Income from charitable activities include income earned from the supply of services under contractual arrangements and from performance related grants which have conditions that specify the provision of particular services to be provided by the charity. Income from government and other co-funders is recognised when the charity is legally entitled to the income because it is fulfilling the conditions contained in the related funding agreements. Where a grant is received in advance, its recognition is deferred and included in creditors. Where entitlement occurs before income is received, it is accrued in debtors.

Grants from governments and other co-funders typically include one of the following types of conditions:

▪ Performance based conditions: whereby the charity is contractually entitled to funding only to the extent that the core objectives of the grant agreement are achieved. Where the charity is meeting the core objectives of a

15

continued

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) NOTES TO THE FINANCIAL STATEMENTS

for the financial year ended 30 June 2025

grant agreement, it recognises the related expenditure, to the extent that it is reimbursable by the donor, as income.

▪Time based conditions: whereby the charity is contractually entitled to funding on the condition that it is utilised in a particular period. In these cases the charity recognises the income to the extent it is utilised within the period specified in the agreement.

In the absence of such conditions, assuming that receipt is probable and the amount can be reliably measured, grant income is recognised once the charity is notified of entitlement.

Grants received towards capital expenditure are credited to the Statement of Financial Activities when received or receivable, whichever is earlier.

Expenditure

Expenditure is analysed between costs of charitable activities and raising funds. The costs of each activity are separately accumulated and disclosed, and analysed according to their major components. Expenditure is recognised when a legal or constructive obligation exists as a result of a past event, a transfer of economic benefits is required in settlement and the amount of the obligation can be reliably measured. Support costs are those functions that assist the work of the charity but cannot be attributed to one activity. Such costs are allocated to activities in proportion to staff time spent or other suitable measure for each activity.

Going Concern

There are no material uncertainties about the charity's ability to continue.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Impairment of assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date. For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cash-generating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that largely independent of the cash flows from other assets or groups of assets. For impairment testing of goodwill, the goodwill acquired in a business combination is, from the acquisition date, allocated to each of the cash-generating units that are expected to benefit from the synergies of the combination, irrespective of whether other assets or liabilities of the charity are assigned to those units.

Financial Instruments

A financial asset or a financial liability is recognised only when the charity becomes a party to the contractual provisions of the instrument. Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted. Debt instruments are subsequently measured at amortised cost.

Where investments in shares are publicly traded or their fair value can otherwise be measured reliably, the investment is subsequently measured at fair value with changes in fair value recognised in income and expenditure. All other such investments are subsequently measured at cost less impairment.

Other financial instruments, including derivatives, are initially recognised at fair value, unless payment for an asset is deferred beyond normal business terms or financed at a rate of interest that is not a market rate, in which case the asset is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Other financial instruments are subsequently measured at fair value, with any changes recognised in the statement of financial activities, with the exception of hedging instruments in a designated hedging relationship.

Financial assets that are measured at cost or amortised cost are reviewed for objective evidence of impairment at the end of each reporting date. If there is objective evidence of impairment, an impairment loss

16

continued

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) NOTES TO THE FINANCIAL STATEMENTS

for the financial year ended 30 June 2025

is recognised under the appropriate heading in the statement of financial activities in which the initial gain was recognised.

For all equity instruments regardless of significance, and other financial assets that are individually significant, these are assessed individually for impairment. Other financial assets are either assessed individually or grouped on the basis of similar credit risk characteristics.

Any reversals of impairment are recognised immediately, to the extent that the reversal does not result in a carrying amount of the financial asset that exceeds what the carrying amount would have been had the impairment not previously been recognised.

Tangible fixed assets and depreciation

Tangible fixed assets are stated at cost or at valuation, less accumulated depreciation. The charge to depreciation is calculated to write off the original cost or valuation of tangible fixed assets, less their estimated residual value, over their expected useful lives as follows:

Freehold Property Nil
Long leasehold property 15-40 years
Fixtures, and fittings 10% Straight line
Equipment 20% straight line

Debtors

Debtors are recognised at the settlement amount due after any discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due. Income recognised by the charity from government agencies and other co-funders, but not yet received at financial year end, is included in debtors.

Cash at bank and in hand

Cash at bank and in hand comprises cash on deposit at banks requiring less than three months notice of withdrawal.

Taxation and deferred taxation

No current or deferred taxation arises as the charity has been granted charitable exemption. Irrecoverable valued added tax is expensed as incurred.

The company is a registered charity and as such is entitled to tax exemptions on income and profits in furtherance of the charity's primary objectives.

Deferred tax is recognised in respect of all timing differences that have originated but not reversed at the balance sheet date where transactions or events have occurred at that date that will result in an obligation to pay more tax in the future, or a right to pay less tax in the future. Timing differences are temporary differences between the charity's taxable income and its results as stated in the financial statements.

Deferred tax is measured on an undiscounted basis at the tax rates that are anticipated to apply in the periods in which the timing differences are expected to reverse, based on tax rates and laws that have been enacted or substantively enacted by the balance sheet date.

Pensions

The charity operates a defined contribution pension scheme for employees. The assets of the scheme are held separately from those of the charity. Annual contributions payable to the charity's pension scheme are charged to the income and expenditure account in the period to which they relate

Research and development

Research and development expenditure is written off to the income and expenditure account in the financial year in which it is incurred.

3. PROVISIONS AVAILABLE FOR AUDITS OF SMALL ENTITIES

In common with many other charity of our size and nature, we use our auditors to assist with the preparation of the financial statements.

17

continued

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) NOTES TO THE FINANCIAL STATEMENTS

for the financial year ended 30 June 2025

4. INCOME
4.1 CHARITABLE ACTIVITIES Unrestricted Restricted 2025 2024
Funds Funds
£ £ £ £
Other Income 1,550 - 1,550 -
Rental Income 275,318 - 275,318 252,271
NI Business Start Up Program 25,259 - 25,259 17,945
Foursight Creative Mindset 9,115 - 9,115 -
SEV Rental Income 102,003 - 102,003 88,818
Water charges to tenants 7,254 - 7,254 8,341
Recharges to tenants 5,325 - 5,325 4,043
SEV Room Hire - - - 925
Go Social Programme 97,960 - 97,960 119,194
Ards and North Down SEP Programme - - - 15,164
Program Income 14,556 - 14,556 13,700
Housing and Homelessness CI - - - 4,005
─────── ─────── ─────── ───────
538,340 - 538,340 524,406
═══════ ═══════ ═══════ ═══════
4.2 INVESTMENTS Unrestricted Restricted 2025 2024
Funds Funds
£ £ £ £
Bank interest receivable 13,600 - 13,600 3,730
═══════ ═══════ ═══════ ═══════
5. EXPENDITURE
5.1 CHARITABLE ACTIVITIES Direct Other Support 2025 2024
Costs Costs Costs
£ £ £ £ £
Enterprise Programme 440,995 - 63,901 504,896 507,296
Governance Costs (Note 5.2) - - 36,025 36,025 16,254
─────── ─────── ─────── ─────── ───────
440,995 - 99,926 540,921 523,550
═══════ ═══════ ═══════ ═══════ ═══════
5.2 GOVERNANCE COSTS Direct Other Support 2025 2024
Costs Costs Costs
£ £ £ £ £
Charitable activities - governance - - 36,025 36,025 16,254
costs
═══════ ═══════ ═══════ ═══════ ═══════
5.3 SUPPORT COSTS **Charitable ** Governance 2025 2024
Activities Costs
£ £ £ £
Staff cost 25,475 - 25,475 26,421
Finance costs - 2,076 2,076 5,305
Premises Costs 29,313 - 29,313 29,403
General Office 7,403 - 7,403 4,850
Communications and IT 1,710 - 1,710 2,060
Governance costs - 33,949 33,949 10,949
─────── ─────── ─────── ───────
63,901 36,025 99,926 78,988
═══════ ═══════ ═══════ ═══════

18

continued

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) NOTES TO THE FINANCIAL STATEMENTS

for the financial year ended 30 June 2025

6. ANALYSIS OF SUPPORT COSTS

6. ANALYSIS OF SUPPORT COSTS
2025 2024
£ £
Staff cost 25,475 26,421
Finance costs 2,076 5,305
Premises Costs 29,313 29,403
General Office 7,403 4,850
Communications and IT 1,710 2,060
Governance costs 33,949 10,949
─────── ───────
99,926 78,988
═══════ ═══════
7. NET INCOME 2025 2024
£ £
Net Income is stated after charging/(crediting):
Depreciation of tangible assets 95,417 90,709
Auditor's remuneration:
- audit services 6,000 6,000
═══════ ═══════
8. INVESTMENT AND OTHER INCOME 2025 2024
£ £
Sundry income 1,550 -
Bank interest 13,600 3,730
─────── ───────
15,150 3,730
═══════ ═══════
9. INTEREST PAYABLE AND SIMILAR CHARGES 2025 2024
£ £
On bank loans and overdrafts 2,076 5,305
═══════ ═══════

10. EMPLOYEES AND REMUNERATION

Number of employees

The average number of persons employed (including executive trustees) during the financial year was as follows:

2025 2024
Number Number
Number of Staff 4 4
═══════ ═══════
The staff costs comprise: 2025 2024
£ £
Wages and salaries 147,526 148,983
Social security costs 10,716 8,824
Pension costs 10,485 10,817
─────── ───────
168,727 168,624
═══════ ═══════
11. Other employee benefits 2025 2024
£ £
Private Healthcare- included in wages and salaries cost 5,291 5,230
═══════ ═══════

19

continued

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) NOTES TO THE FINANCIAL STATEMENTS

for the financial year ended 30 June 2025

12. KEY MANAGEMENT PERSONNEL

Key management personnel include all persons that have authority and responsibility for planning, directing and controlling the activities of the charity. The total compensation paid to key management personnel for services provided to the charity was £98,802 (2024: £105,682)

13. TANGIBLE FIXED ASSETS
Freehold Long Fixtures, Equipment Total
Property leasehold and fittings
property
£ £ £ £ £
Cost
At 1 July 2024 42,500 3,105,811 50,584 7,742 3,206,637
Additions - 37,638 - 2,357 39,995
Disposals - - (4,190) - (4,190)
─────── ─────── ─────── ─────── ───────
At 30 June 2025 42,500 3,143,449 46,394 10,099 3,242,442
─────── ─────── ─────── ─────── ───────
Depreciation
At 1 July 2024 - 1,773,754 45,506 3,533 1,822,793
Charge for the financial year - 91,489 2,573 1,355 95,417
On disposals - - (4,190) - (4,190)
─────── ─────── ─────── ─────── ───────
At 30 June 2025 - 1,865,243 43,889 4,888 1,914,020
─────── ─────── ─────── ─────── ───────
Net book value
At 30 June 2025 42,500 1,278,206 2,505 5,211 1,328,422
═══════ ═══════ ═══════ ═══════ ═══════
At 30 June 2024 42,500 1,332,057 5,078 4,209 1,383,844
═══════ ═══════ ═══════ ═══════ ═══════
14. DEBTORS 2025 2024
£ £
Trade debtors 55,907 12,061
Prepayments and accrued income 55,185 16,620
─────── ───────
111,092 28,681
═══════ ═══════
15. CASH AND CASH EQUIVALENTS 2025 2024
£ £
Cash and bank balances 74,094 370,497
Cash equivalents 250,000 -
─────── ───────
324,094 370,497
═══════ ═══════
16. CREDITORS 2025 2024
Amounts falling due within one year £ £
Bank loan - 19,866
Trade creditors 30,618 23,365
Taxation and social security costs 35,572 16,962
Other creditors 9,129 10,788
Accruals and deferred income 37,741 37,915
─────── ───────
113,060 108,896
═══════ ═══════

20

continued

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) NOTES TO THE FINANCIAL STATEMENTS

for the financial year ended 30 June 2025

17. CREDITORS 2025 2024
Amounts falling due after more than one year £ £
Bank loan - 34,597
═══════ ═══════
Repayable in one year or less, or on demand (Note 16) - 19,866
Repayable between two and five years - 21,568
Repayable in five years or more - 13,029
─────── ───────
- 54,463
═══════ ═══════
Loan Terms
The terms of the bank loan are:
Loan Interest is charged at 3% per annum over the base rate
This loan was paid off in full during the year ended 30th June 2025.
18. FUNDS
18.1 RECONCILIATION OF MOVEMENT IN FUNDS Unrestricted Total
Funds Funds
£ £
At 1 July 2023 1,634,943 1,634,943
Movement during the financial year 4,586 4,586
─────── ───────
At 30 June 2024 1,639,529 1,639,529
Movement during the financial year 11,019 11,019
─────── ───────
At 30 June 2025 1,650,548 1,650,548
═══════ ═══════
18.2 ANALYSIS OF MOVEMENTS ON FUNDS
Balance **Income ** Expenditure Transfers Balance
1 July between 30 June
2024 funds 2025
£ £ £ £ £
Unrestricted funds
Designated Fund- Land and 1,173,481 - 47,588 151,877 1,277,770
Property
Unrestricted General 466,048 551,940 493,333 (151,877) 372,778
─────── ─────── ─────── ─────── ───────
1,639,529 551,940 (540,921) - 1,650,548
─────── ─────── ─────── ─────── ───────
Total funds 1,639,529 551,940 540,921 - 1,650,548
═══════ ═══════ ═══════ ═══════ ═══════
18.3 ANALYSIS OF NET ASSETS BY FUND
Fixed Current Current Total
assets assets liabilities
- charity use
£ £ £ £
Unrestricted general funds 1,328,422 435,186 (113,060) 1,650,548
─────── ─────── ─────── ───────
1,328,422 435,186 (113,060) 1,650,548
═══════ ═══════ ═══════ ═══════

21

continued

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) NOTES TO THE FINANCIAL STATEMENTS

for the financial year ended 30 June 2025

19. STATUS

The charity is a company limited by guarantee not having a share capital.

The liability of the members is limited.

Every member of the company undertakes to contribute to the assets of the company in the event of its being wound up while they are members, or within one financial year thereafter, for the payment of the debts and liabilities of the company contracted before they ceased to be members, and the costs, charges and expenses of winding up, and for the adjustment of the rights of the contributors among themselves, such amount as may be required, not exceeding £ 1.

20. CONTINGENT LIABILITIES

A contingent liability exists to repay grants and Trust monies received should certain conditions not be fulfilled by the charity. In the opinion of the Trustees, the terms of the Letters of Offers have been, or will be, complied with and no liability expected.

21. RELATED PARTY TRANSACTIONS

There were no related party transactions in the year (2024:Nil).

Trustees Remuneration and Expenses

No trustees received remuneration for their role as trustee during the year (2024:£Nil). A total of £Nil (2024:£Nil) was reimbursed to trustees while undertaking charity duties.

22 RECONCILIATION OF NET CASH FLOW TO MOVEMENT IN NET DEBT

Opening Cash Other Closing
balance flows changes balance
£ £ £ £
Long-term borrowings (34,597) - 34,597 -
Short-term borrowings (19,866) 54,463 (34,597) -
─────── ─────── ─────── ───────
Total liabilities from financing activities (54,463) 54,463 - -
═══════ ═══════ ═══════ ───────
Total Cash at bank and in hand (Note 15) 324,094
───────
Total net debt 324,094
═══════

23. POST-BALANCE SHEET EVENTS

There have been no significant events affecting the Charity since the financial year-end.

24. DEFINED CONTRIBUTION PLANS

The amount recognised in income or expenditure as an expense in relation to defined contributions plans was £10,485 (2024:£10,817).

22

WEST BELFAST DEVELOPMENT TRUST LIMITED

(A company limited by guarantee, not having a share capital)

SUPPLEMENTARY INFORMATION

RELATING TO THE FINANCIAL STATEMENTS

FOR THE FINANCIAL YEAR ENDED 30 JUNE 2025

NOT COVERED BY THE REPORT OF THE AUDITORS

23

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) SUPPLEMENTARY INFORMATION RELATING TO THE FINANCIAL STATEMENTS OPERATING STATEMENT

for the financial year ended 30 June 2025

2025 2024
Schedule £ £
Income 536,790 524,406
Charitable activities and other expenses 1 (540,921) (523,550)
─────── ───────
(4,131) 856
Miscellaneous income 2 15,150 3,730
─────── ───────
Net surplus 11,019 4,586
═══════ ═══════

The supplementary information does not form part of the audited financial statements

24

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) SUPPLEMENTARY INFORMATION RELATING TO THE FINANCIAL STATEMENTS SCHEDULE 1 : CHARITABLE ACTIVITIES AND OTHER EXPENSES

for the financial year ended 30 June 2025

2025 2024
£ £
Expenses
Wages and salaries 147,526 148,983
Social security costs 10,716 8,824
Employer contributions to the pension scheme 10,485 10,817
Learner Management Support 825 900
Network infrastructure maintenance and support 4,533 3,639
Go Succeed 15,778 13,416
Go Social 39,688 69,620
ANDSEP - 4,793
SEV insurance 9,480 3,932
Rates 2,717 2,477
Service charges 2,936 2,632
Insurance 17,257 18,016
Light and heat 26,814 30,006
Repairs and maintenance 70,464 63,554
Printing, postage and stationery 2,385 2,846
Telephone 6,839 8,239
Computer costs 1,834 1,377
One off pieces of work 275 250
Conferences 255 353
Travelling and entertainment 2,028 877
Housing and Homelessness Community - 11
Innovators
Refreshments 2,360 2,177
Accountancy fee 8,200 2,343
Legal and Professional fee 19,302 1,589
Auditor's/Independent Examiner's remuneration 6,000 6,000
Bank charges 447 1,017
Bad debts 9,611 -
Discounts allowed 30 -
Gifts and Samples 2,765 1,139
Foursight Profiles 2,008 1,392
Protyping Materials 150 238
Grants awarded/(withdrawn) - 12
Subscriptions 4,042 2,999
Security costs 15,678 13,068
Depreciation 95,417 90,709
─────── ───────
538,845 518,245
─────── ───────
Finance
Other interest 2,076 5,305
─────── ───────
Total Overheads 540,921 523,550
═══════ ═══════

The supplementary information does not form part of the audited financial statements

25

West Belfast Development Trust Limited (A company limited by guarantee, not having a share capital) SUPPLEMENTARY INFORMATION RELATING TO THE FINANCIAL STATEMENTS SCHEDULE 2 : MISCELLANEOUS INCOME

for the financial year ended 30 June 2025

2025 2024
£ £
Miscellaneous Income
Sundry income 1,550 -
Bank Interest 13,600 3,730
─────── ───────
15,150 3,730
═══════ ═══════

The supplementary information does not form part of the audited financial statements

26