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2023-03-31-annual-report

Registered number: NI039603 Charity number: NIC101796

JONTHREE TRUST LIMITED

(A company limited by guarantee)

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2023

JONTHREE TRUST LIMITED

(A company limited by guarantee)

CONTENTS

Page
Reference and administrative details of the company, its Trustees and advisers 1
Trustees' report 2 - 4
Independent examiner's report 5 - 6
Statement of financial activities 7
Balance sheet 8 - 9
Notes to the financial statements 10 - 19

JONTHREE TRUST LIMITED

(A company limited by guarantee)

REFERENCE AND ADMINISTRATIVE DETAILS OF THE COMPANY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 MARCH 2023

Trustees M C Fitch
G B Fitch
M W F Fitch
Company registered
number
NI039603
Charity registered
number
NIC101796
Registered office
Gordon Street Mews
27-29 Gordon Street
Belfast
Antrim
BT1 2LG
Company secretary
G B Fitch
Bankers
Danske Bank
P.O. Box 183
Donegal Square West
Belfast
BT1 6JS

Page 1

JONTHREE TRUST LIMITED

(A company limited by guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 MARCH 2023

The Trustees present their annual report together with the financial statements of the company for the 1 April 2022 to 31 March 2023. The Trustees confirm that the Annual report and financial statements of the company comply with the current statutory requirements, the requirements of the company's governing document and the provisions of the Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2019).

Since the company qualifies as small under section 382 of the Companies Act 2006, the Strategic report required of medium and large companies under the Companies Act 2006 (Strategic Report and Directors' Report) Regulations 2013 is not required.

Objectives and activities

a. Policies and objectives

The object of the charity, as set out in the Memorandum of Association, is the advancement of the Christian religion. The Christian religion shall be interpreted to mean those fundamental truths of Christianity as revealed in Holy Scripture.

b. Activities for achieving objectives

The charitable activities to achieve the charity's objective were:

c. Main activities undertaken to further the charity's purposes for the public benefit

During the year the main activities undertaken to further the charity’s purposes for the public benefit included: Providing leadership and human resource to various Christian organisations and movements for example Biblica, The International Bible Society, illumiNations Europe, Fitzroy Presbyterian Church Belfast, Restoration Ministries and South Belfast Foodbank;

Providing a place for Christian learning and reading in Belfast;

Providing resource development to International Evangelical Church of the Algarve; and Providing grant making to various Christian organisations.

Page 2

JONTHREE TRUST LIMITED

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Achievements and performance

a. Review of activities

During the year Jonthree Trust were involved in the following projects:

During the year grants were paid to various organisations to further advance the objects of the charity. Details of these grants can be found in the notes to the accounts.

Financial review

a. Going concern

After making appropriate enquiries, the Trustees have a reasonable expectation that the company has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies.

b. Reserves policy

The Trustees assess the level of reserves on a continual basis to ensure that they are able to meet any commitments that could reasonably arise.

Structure, governance and management

a. Constitution

The company is registered as a charitable company limited by guarantee and was set up by a Memorandum of Association on 7th November 2000.

The company is registered as a charity with the Northern Ireland Charity Commission under the registration number NIC101796 and accepted by HMRC as a charity under the reference XR42883.

The principal object of the company is the advancement of the Christian religion. The Christian religion shall be interpreted to mean those fundamental truths of Christianity as revealed in Holy Scripture.

Page 3

JONTHREE TRUST LIMITED

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Structure, governance and management (continued)

b. Methods of appointment or election of Trustees

The management of the company is the responsibility of the Trustees who are elected and co-opted under the terms of the Articles of Association.

The Trustees who served during the year are as listed in the reference and administrative details of the charity on page 1.

c. Risk management

The Trustees have assessed the major risks to which the company is exposed, in particular those related to the operations and finances of the company, and are satisfied that systems and procedures are in place to mitigate our exposure to the major risks.

Statement of Trustees' responsibilities

The Trustees (who are also the directors of the company for the purposes of company law) are responsible for preparing the Trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the Trustees to prepare financial statements for each financial . 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 its incoming resources and application of resources, including its income and expenditure, 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 company's transactions and disclose with reasonable accuracy at any time the financial position of the company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees and signed on their behalf by:

................................................ ................................................ M C Fitch G B Fitch Trustee Trustee ................................................ M W F Fitch Trustee

25/04/2023 Date:

Page 4

JONTHREE TRUST LIMITED

(A company limited by guarantee)

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 MARCH 2023

Independent examiner's report to the Trustees of Jonthree Trust Limited

I report on the financial statements of the company for the year ended 31 March 2023 which are set out on pages 7 to 19.

Respective responsibilities of charity Trustees and examiner

As the company's trustees (and also the directors of the company for the purpose of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006. Having satisfied myself that the company is not subject to audit under company law, and is eligible for independent examination, it is my responsibility to:

Basis of independent examiner's statement

I have examined your company accounts as required under section 65 of the Charities Act and my examination was carried out in accordance with the general Directions given by the Charity Commission for Northern Ireland under section 65(9)(b) of the Charities Act.

My examination included a review of the accounting records kept by the company and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as company trustees concerning any such matters.

My role is to state whether any material matters have come to my attention giving me cause to believe:

  1. that accounting records were not kept in accordance with section 386 of the Companies Act 2006;

  2. that the accounts do not accord with those accounting records;

  3. that the accounts do not comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Charities Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102);

  4. that there is further information needed for a proper understanding of the accounts to be reached.

Page 5

JONTHREE TRUST LIMITED

(A company limited by guarantee)

INDEPENDENT EXAMINER'S REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Independent examiner's statement

I have completed my examination and have no concerns in respect of the matters (1) to (4) listed above and, in connection with following the Directions of the Charity Commission for Northern Ireland, I have found no matters that require drawing to your attention.

This report is made solely to the company's Trustees, as a body, in accordance with section 65(3)(a) of the Charities Act (Northern Ireland) 2008 and regulations made under section 66 of that Act. My work has been undertaken so that I might state to the company's Trustees those matters I am required to state to them in an Independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the company and the company's Trustees as a body, for my work or for this report.

Signed: Dated: 25/04/2023 Chartered Accountants Ireland

Scott McCullough FCA

UHY Hacker Young Fitch Gordon Street Mews 27-29 Gordon Street Belfast BT1 2LG

Page 6

JONTHREE TRUST LIMITED

(A company limited by guarantee)

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2023

Note
Income from:
Donations and legacies
3
Total income
Expenditure on:
Charitable activities
5
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Restricted
funds
2023
£
33,171
33,171
34,804
34,804
(1,633)
5,119
(1,633)
3,486
Unrestricted
funds
2023
£
145,717
145,717
127,578
127,578
18,139
124,248
18,139
142,387
Total
funds
2023
£
178,888
178,888
162,382
162,382
16,506
129,367
16,506
145,873
Total
funds
2022
£
153,835
153,835
162,700
162,700
(8,865)
138,232
(8,865)
129,367

The Statement of financial activities includes all gains and losses recognised in the year.

The notes on pages 10 to 19 form part of these financial statements.

Page 7

JONTHREE TRUST LIMITED (A company limited by guarantee) REGISTERED NUMBER: NI039603

BALANCE SHEET AS AT 31 MARCH 2023

Note
Fixed assets
Current assets
Debtors
9
Cash at bank and in hand
Creditors: amounts falling due within one
year
10
Net current assets
Total assets less current liabilities
Net assets excluding pension asset
Total net assets
Charity funds
Restricted funds
12
Unrestricted funds
12
Total funds
969
153,765
154,734
(8,861)
2023
£
-
145,873
145,873
145,873
145,873
3,486
142,387
145,873
8,320
121,792
130,112
(745)
2022
£
-
129,367
129,367
129,367
129,367
5,119
124,248
129,367

The company was entitled to exemption from audit under section 477 of the Companies Act 2006.

The members have not required the company to obtain an audit for the year in question in accordance with section 476 of Companies Act 2006.

The Trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and preparation of financial statements.

The financial statements have been prepared in accordance with the provisions applicable to entities subject to the small companies regime.

The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:

................................................ ................................................ M C Fitch G B Fitch Trustee Trustee

Page 8

JONTHREE TRUST LIMITED (A company limited by guarantee) REGISTERED NUMBER: NI039603

BALANCE SHEET (CONTINUED) AS AT 31 MARCH 2023

................................................

M W F Fitch

Trustee

Date: 25/04/2023

The notes on pages 10 to 19 form part of these financial statements.

Page 9

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

1. General information

Jonthree Trust Limited is a private company limited by guarantee, incorporated and registered in Northern Ireland under registration number NI039603.

The company's registered office is situated at Gordon Street Mews, 27-29 Gordon Street, Belfast, BT1 2LG.

The company is registered as a charity with the Northern Ireland Charity Commission under the registration number NIC101796 and accepted by HMRC as a charity under the reference XR42883.

The charity's principal activity is the advancement of the Christian religion.

The company is a company limited by guarantee. The members of the company are the Trustees named on page 1. In the event of the company being wound up, the liability in respect of the guarantee is limited to £10 per member of the company.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Jonthree Trust Limited meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Income

All income is recognised once the company has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

The recognition of income from legacies is dependent on establishing entitlement, the probability of receipt and the ability to estimate with sufficient accuracy the amount receivable. Evidence of entitlement to a legacy exists when the company has sufficient evidence that a gift has been left to them (through knowledge of the existence of a valid will and the death of the benefactor) and the executor is satisfied that the property in question will not be required to satisfy claims in the estate. Receipt of a legacy must be recognised when it is probable that it will be received and the fair value of the amount receivable, which will generally be the expected cash amount to be distributed to the company, can be reliably measured.

Grants are included in the Statement of financial activities on a receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the Balance sheet. Where income is received in advance of entitlement of receipt, its recognition is deferred and included in creditors as deferred income. Where entitlement occurs before income is received, the income is accrued.

Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Income tax recoverable in relation to investment income is recognised at the time the investment income is receivable.

Page 10

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

2. Accounting policies (continued)

2.3 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the company's objectives, as well as any associated support costs.

Grants payable are charged in the year when the offer is made except in those cases where the offer is conditional, such grants being recognised as expenditure when the conditions attaching are fulfilled. Grants offered subject to conditions which have not been met at the year end are noted as a commitment, but not accrued as expenditure.

All expenditure is inclusive of irrecoverable VAT.

2.4 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.5 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.6 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the company anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the Statement of financial activities as a finance cost.

2.7 Financial instruments

The company only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

Page 11

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

2. Accounting policies (continued)

2.8 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the company and which have not been designated for other purposes.

Designated funds comprise unrestricted funds that have been set aside by the Trustees for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the company for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Investment income, gains and losses are allocated to the appropriate fund.

Page 12

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

3. Income from donations and legacies

Donations
Donations
Restricted
funds
2023
Unrestricted
funds
2023
£
£
33,171
145,717
Restricted
funds
2022
Unrestricted
funds
2022
£
£
26,607
127,228
Total
funds
2023
£
178,888
Total
funds
2022
£
153,835

4. Analysis of grants

Grants, Belfast Ministry
Grants, Bible Ministry
Grants, Portuguese Discipleship
Grants, Other
Total 2023
Grants, Belfast Ministry
Grants, Bible Ministry
Grants, Portuguese Discipleship
Grants, Other
Total 2022
Grants to
Institutions
2023
£
11,821
100,000
34,804
7,898
154,523
Grants to
Institutions
2022
£
9,313
105,000
34,515
7,630
156,458
Total
funds
2023
£
11,821
100,000
34,804
7,898
154,523
Total
funds
2022
£
9,313
105,000
34,515
7,630
156,458

Page 13

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

5. Analysis of expenditure on charitable activities

Summary by fund type

Belfast Ministry
Bible Ministry
Portuguese Discipleship
Other
Belfast Ministry
Bible Ministry
Portuguese Discipleship
Other
Restricted
funds
2023
Unrestricted
funds
2023
£
£
-
14,671
-
100,283
34,804
3,077
-
9,547
34,804
127,578
Restricted
funds
2022
Unrestricted
funds
2022
£
£
-
12,468
-
105,262
34,515
2,826
-
7,629
34,515
128,185
Total
funds
2023
£
14,671
100,283
37,881
9,547
162,382
Total
funds
2022
£
12,468
105,262
37,341
7,629
162,700

6. Analysis of expenditure by activities

Belfast Ministry
Bible Ministry
Portuguese Discipleship
Other
Grant
funding of
activities
2023
£
11,821
100,000
34,804
7,899
154,524
Support
costs
2023
£
2,850
282
3,077
1,649
7,858
Total
funds
2023
£
14,671
100,282
37,881
9,548
162,382

Page 14

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

6. Analysis of expenditure by activities (continued)

Belfast Ministry
Bible Ministry
Portuguese Discipleship
Other
Grant
funding of
activities
2022
£
9,313
105,000
34,515
7,630
156,458
Support
costs
2022
£
3,154
262
2,826
-
6,242
Total
funds
2022
£
12,467
105,262
37,341
7,630
162,700

7. Independent examiner's remuneration

Independent examiner's remuneration
2023 2022
£ £
Fees payable to the company's independent examiner for the independent
examination of the company's annual accounts 1,650 1,500
Fees payable to the company's independent examiner in respect of:
All other services not included above 1,875 2,276

8. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2022 - £NIL) .

During the year ended 31 March 2023, no Trustee expenses have been incurred (2022 - £NIL) .

9. Debtors

Due within one year
Other debtors
2023
£
969
969
2022
£
8,320
8,320

Page 15

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

10. Creditors: Amounts falling due within one year

Other creditors
Accruals and deferred income
2023
£
256
8,605
8,861
2022
£
245
500
745

11. Financial instruments

2023 2022
£ £
Financial assets
Financial assets measured at fair value through income and expenditure 153,765 121,792

Financial assets measured at fair value through income and expenditure comprise cash at bank and in hand.

Page 16

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

12. Statement of funds

Statement of funds - current year

Unrestricted funds
General Funds - all funds
Restricted funds
Restricted Funds - all funds
Total of funds
Statement of funds - prior year
Unrestricted funds
General Funds - all funds
Restricted funds
Restricted Funds - all funds
Total of funds
Balance at 1
April 2022
£
124,248
5,119
129,367
Balance at
1 April 2021
£
125,205
13,027
138,232
Income
£
145,717
33,171
178,888
Income
£
127,228
26,607
153,835
Expenditure
£
(127,578)
(34,804)
(162,382)
Expenditure
£
(128,185)
(34,515)
(162,700)
Balance at
31 March
2023
£
142,387
3,486
145,873
Balance at
31 March
2022
£
124,248
5,119
129,367

Page 17

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

13. Summary of funds

Summary of funds - current year

Summary of funds - current year
General funds
Restricted funds
Summary of funds - prior year
General funds
Restricted funds
Balance at 1
April 2022
£
124,248
5,119
129,367
Balance at
1 April 2021
£
125,205
13,027
138,232
Income
£
145,717
33,171
178,888
Income
£
127,228
26,607
153,835
Expenditure
£
(127,578)
(34,804)
(162,382)
Expenditure
£
(128,185)
(34,515)
(162,700)
Balance at
31 March
2023
£
142,387
3,486
145,873
Balance at
31 March
2022
£
124,248
5,119
129,367

14. Analysis of net assets between funds

Analysis of net assets between funds - current year

Analysis of net assets between funds - current year
Current assets
Creditors due within one year
Total
Restricted
funds
2023
Unrestricted
funds
2023
£
£
3,486
151,248
-
(8,861)
3,486
142,387
Total
funds
2023
£
154,734
(8,861)
145,873

Page 18

JONTHREE TRUST LIMITED

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

14. Analysis of net assets between funds (continued)

Analysis of net assets between funds - prior year

Current assets
Creditors due within one year
Total
Restricted
funds
2022
£
5,119
-
5,119
Unrestricted
funds
2022
£
124,993
(745)
124,248
Total
funds
2022
£
130,112
(745)
129,367

15. Related party transactions

UHY Hacker Young Fitch Limited, a company in which M C Fitch has significant influence provided accountancy and payroll services to Jonthree Trust Limited. M C Fitch has joint control of Jonthree Trust Limited.

16. Controlling party

The ultimate controlling party of the company is the Board of Trustees.

Page 19