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2025-05-31-annual-return

Company Registration Number NI033205 Charity Tax Reference XR27966 CCNI Charity Number 108967

Claudy Rural Development Limited Company Limited by Guarantee Financial Statements for the Year Ended 31 May 2025

Claudy Rural Development Limited Company Limited By Guarantee

Financial Statements

Year ended 31 May 2025

Contents Page
Officers and professional advisors 1-2
Trustees’ annual report (including directors’ report& strategic report) 3-5
Independent examiner's report to the members 6
Statement offinancial activities 7
Balance sheet 8
Notestothefinancialstatements 9-19

Page 1

Claudy Rural Development Limited Company Limited By Guarantee

Officers And Professional Advisors

Year ended 31 May 2025

Company registration number

NI 033205

Charity tax reference

XR27966

The board of directors

Eamon O’Kane Rita McCaughey Mary McCloskey Jack McFarland Eric Christie

Company secretary

Rita McCaughey

Registered office

The Diamond Centre 630 Barnailt Road Claudy BT47 4EA

Accountants

Lizdan Business Services Limited T/A Kinore Unit 266, Colab Centre Port Road Letterkenny Co. Donegal Ireland

Page 2

Claudy Rural Development Limited Company Limited By Guarantee

Officers And Professional Advisors

Year ended 31 May 2025

Bankers

Danske Bank PO Box 183 Donegall Square West Belfast BT1 6JS

Ulster Bank Limited PO Box 3 29 Clooney Terrace Waterside Derry BT47 6AS

Solicitors

Dickson & McNulty 50 Spencer Road Waterside Derry BT47 6AA

Page 3

Claudy Rural Development Limited Company Limited By Guarantee

Trustees’ Annual Report (including Directors’ Report & Strategic Report)

Year ended 31 May 2025

The trustees have pleasure in presenting their report and the financial statements of the company for the year ended 31 May 2025.

Objectives and activities

The principal objectives of the company is the provision of facilities for education, relief for the elderly, youth development, recreation and leisure time pursuits for the inhabitants of Claudy and district.

During the year, the charity carried out a number of activities and projects in the furtherance of its objectives:

  1. Management of the local community centre providing a range of facilities to the local community

  2. Provision of day care and meals for the elderly

  3. Health improvement activities including the operation of a sports hall, gymnasium and fitness classes within the centre

  4. Provision of meeting rooms and conference facilities

  5. Rental of commercial offices to local businesses and enterprises

Strategic Report

Achievements and performance (including principal risks and uncertainties, development and performance and key performance indicators)

The main achievements of the charity during the year were as follows:

  1. Continued provision of services for older people including a luncheon club and meals on wheels service

  2. Continued provision of recreation and leisure facilities for use by the local community 3. Continued provision of space for charitable and social purposes 4. Maintaining level of tenancies for offices and units within the centre

Benefits to the end users and wider society

The directors are satisfied that the performance of the company during the year, in terms of both financial and operational results, is in line with the charity's Memorandum and Articles and key objectives.

Financial review (including reserves policy)

The net expenditure for the year was £47,672 (31 May 2024 — £51,711). The net expenditure for the year ended 31 May 2025 will be deducted from funds brought forward. Total funds and reserves at the end of the financial year were £1,262,226 (31 May 2024 - £1,309,898).

Page 4

Claudy Rural Development Limited Company Limited By Guarantee Trustees’ Annual Report (including Directors' Report & Strategic Report) (continued)

Year ended 31 May 2025

Plans for future years

There are no significant changes planned for the forthcoming financial year. The trustees will continue to govern the company in line with the Memorandum and Articles in order to achieve the objectives noted above.

Structure, governance and management The charity is a charitable company limited by guarantee. It is governed by a Memorandum and Articles of Association together with a Constitution.

The company is governed and managed by the board of directors who are also the trustees. The directors who served the company throughout the year are shown on pages 1 and 2, together with details of the registered office and other professional advisors.

The board of directors carry out their governance role throughout the year by way of meetings on a quarterly basis to review the performance of the company and to make decisions regarding the company’s financial and operational matters. The directors govern the activities of the company in line with the objectives set out in the governing documents of the charity, namely the Memorandum and Articles of Association and the charity’s Constitution.

Directors

The directors (also the trustees) who served the company during the year were as follows:

Eamon O'Kane

Rita Mc Caughey Mary McCloskey Jack McFarland Eric Christie

Trustees’ responsibilities

The trustees, who are also the directors of the company, are responsible for preparing the Annual Report and the financial statements in accordance with applicable law and regulations.

Company law requires the trustees 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). The financial statements are required by law to give a true and fair view of the state of affairs of the company and of the profit or loss of the company for that year. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that 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.

Page 5

Claudy Rural Development Limited Company Limited By Guarantee

Trustees’ Annual Report (including Directors’ Report & Strategic Report) (continued)

Year ended 31 May 2025

Small company exemptions

This report has been prepared in accordance with the special provisions for small companies under Part 15 of the Companies Act 2006.

In approving the Trustees’ Annual Report, we also approve the Strategic Report included therein, in our capacity as company directors.

Signed by order of the Board

On behalf of the Board

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Rita McCaughey
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Eamon O'Kane
Director
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Approved by the directors on 25 March 2026

Page 6

Independent Examiner's Report To The Members Of Claudy Rural Development Limited Company Limited By Guarantee

Year ended 31 May 2025

| report on the accounts of the company for the year ended 31 May 2025, which are set out on the following pages.

Respective responsibilities of charity trustees and examiner

Basis of independent examiner’s report

| have examined your charity 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 treland under section 65(9)(b) of the Charities Act. The examination included a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also included consideration of any unusual items or disclosures in the accounts and seeking explanations from you as charity 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

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

Independent examiner’s statement

Since your charity's gross income did not exceed £250,000 your examiner is not required to be a person with requisite skills. | can confirm that if that were to be the case, | am qualified to undertake the examination because | am a registered member of the Institute of Chartered Accounts in Ireland. | 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, | have found no matters that require drawing to your attention.

Larissa Feeney FCA

For and on behalf of Lizdan Business Services Limited T/A Kinore Unit 266, Colab Centre Port Road, Letterkenny Co. Donegal, Ireland

Page 7

Claudy Rural Development Limited Company Limited By Guarantee

Statement Of Financial Activities

(including summary income and expenditure account)

Year ended 31 May 2025

Unrestricted Restricted TotalFunds Tota! Funds
Funds Funds 2025 2024
Note £ £ £ £
Income and endowments from:
Charitable activities 3 66,353 121,745 188,098 191,613
Investment/other income 4 - - - >
Total income 66,353 421,745 188,098 191,613
Expenditure on:
Charitable activities 5 100,511 121,745 222,256 230,572
Other expenditure 6 13,514 - 13,514 12,752
Totalexpenditure 414,025. «=—««124,745 «= s«235,770 —=—«243,3.24
Net income/(expenditure)
foryear
(47,672) = (47,672) (51,711)
Reconciliation offunds:
Total funds brought forward 1,226,046 83,852 1,309,898 1,361,609
Totalfundscarriedforward 1,178,374 83,852 1,262,226 1,309,898

All of the above results are derived from continuing activities. All gains and losses recognised in the year are included above.

“alilegen hetees,

The notes on pages 9 to 19 form part of these financial statements.

Page 8

|

Claudy Rural Development Limited (NI033206) Company Limited By Guarantee Balance Sheet 31 May 2026

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2026 2024
Noto 4 £
Fixed assets
Tangible assets 9 1,287,385 1,328,098
Investments 10 1 1
1,287,386 1,328,099
Current assets
Debtors 11 6,441 13,960
Cash at bank and in hand 28,661 34,740
34,102 48,700
Creditors: Amounts falling due within one year 12 (50,664) (58,203)
Net current assets/ (liabilities) (16,462) (9,503)
Total assets less current liabilities 1,270,924 1,318,596
Creditors: Amounts falling due after one year 13 (8,698) (8,698)
Total assets less current liabilities 1,262,226 1,309,898
Funds and reserves
Restricted funds 17 83,852 83,852
Unrestricted funds 17 1,178,374 1,266,046
Members’ funds 1,262,226 1,309,898
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These financial statements have been prepared in accordance with the special provisions for small companies under Part 15 of the Companies Act 2006 and the Statement of Recommended Practice “Accounting and Reporting by Charities” (SORP 2015).

For the financial year ended 31 May 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006.

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

The directors acknowledge their responsibilities for ensuring that the company keeps accounting records which comply with section 386 and for preparing financial statements which give a true and fair view of the state of affairs of the companyas at the end of the financialyear and ofits profit and loss for the financialyear in accordancewith the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2008 relating to financial statements, so far as applicable to the company. These financialeney were approved by the directors and authorised for issue on 25 March 2026 and are signed on their pefalf by: F csnesn

a“ Eamon O'Kane Director

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Rita McCaughey
Director
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|
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The notes on pages 9 to 19 form part of these financial statements.

Page 9

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

  1. Accounting policies

(i) General information and basis of preparation

Claudy Rural Development Limited is a charitable company limited by guarantee registered in Northern Ireland.

The company becamea registered charity on 25 November 2022. Its charity registration number is 108967.

In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity. The address of the registered office is given in the charity information on page 1 of these financial statements. The nature of the charity's operations and principal activities are:

The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with 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) issued on 16 July 2014, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102), the Charities Act (Northern Ireland) 2008, the Companies Act 2006 and UK Generally Accepted Practice as it applies from 1 January 2015.

The charity has applied Update Bulletin 1 as published on 2 February 2016 and does not include a cash flow statement on the grounds that it is applying FRS 102 Section 1A.

The financial statements have been prepared to give a ‘true and fair’ view and are prepared on a going concern basis under the historical cost convention, modified to include certain items at fair value. The financial statements are presented in sterling which is the functional currency of the charity. Please note that there is some rounding in the addition of totals in the financial statements and notes.

The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.

Page 10

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

  1. Accounting policies (continued)

(ii) Income recognition

Incoming resources from generated funds consists of income from fees and services generated by the charity from its main charitable activities. All incoming resources are included in the Statement of Financial Activities (SoFA) when the charity is legally entitled to the income after any performance conditions have been met, the amount can be measured reliably, and it is probable that the income will be received.

Incoming resources from charitable activities consists of grants received from various funding bodies to assist the charity in achieving its objectives. Grants of this nature are recognised in the Statement of Financial Activities when the charity is legally entitled to the income and all preconditions for receipt of the funds have been met.

{iii) Expenditure recognition

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with use of the resources. Staff costs have been allocated on the basis of time spent on each of the main activities of the charity, which are:

« Charitable activities (those activities associated with the charity's objects) « Governance costs (management and administration of the charity) Irrecoverable VAT is charged as an expense against the activity for which expenditure arose.

(iv) Fund accounting

Restricted Funds

Incoming resources of the company which are provided for a specific purpose, together with the resources expended to which they relate, form part of the restricted funds of the charity.

Unrestricted Funds

Incoming resources which are generated by the charity's own efforts or provided with no specific preconditions, together with the resources expended to which they relate, are disclosed as part of the unrestricted funds of the charity.

General unrestricted funds includes the net book value detailed at Note 9 of these Financial Statements of Plant, Fixtures and Equipment and Property fixed assets held by the company.

Page 11

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

1. Accounting policies (continued)

(v) Tangible fixed assets and depreciation

Tangible fixed assets are stated at cost or valuation less accumulated depreciation and accumulated impairment losses. Depreciation is calculated so as to write off the cost of an asset, less its estimated residual value, over the useful economic life of that asset as follows:

Property - 2% straight line Equipment, fixtures and plant - 20% straight line

(vi)

Debtors and creditors receivable/ payable within one year

Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.

(vii) Going concern

The financial statements have been prepared on a going concern basis as the trustees believe that no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure is sufficient with the level of reserves for the charity to be able to continue as a going concern.

Page 12

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

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|||||||||| |---|---|---|---|---|---|---|---|---| |2.|Net|expenditure| |Net|expenditure|for the|year|is|stated after charging:|2025|2024| |£|£| |Directors’|emoluments|-|_| |Depreciation|of owned|fixed|assets|42,458|43,165| |3.|Income|from|charitable|activities| |Unrestricted|Restricted|Total|Funds|Total|Funds| |Funds|Funds|2025|2024| |£|£|£|£| |Generated funds:| |Rental|income|and|service|charges|29,498|-|29,498|28,827| |Hire|of facilities|9,202|-|9,202|13,530| |Contributions|for meals|by|elderly|-|21,651|21,651|21,372| |income from|kiosk|sales|2,292|-|2,292|3,439| |(Loss)|/|profit from|exercise|classes|722|-|722|(4,352)| |Food|Sales|6,021|-|6,021|8,141| |Sundry|income|5,818|3,535|9,353|11,503| |Funding|and charitable|funds:| |Derry|City|&|Strabane|District| |Council|12,800|-|12,800|12,800| |Western|Health|&|Social|Care| |Trust|-|97,132|97,132|91,483| |Disability|Action|-|(1,250)|(1,250)|2,000| |Action|Renewables|-|677|677|2,548| |Community|Foundation|-|-|-|322| |66,353|121,745|188,098|191,613| |4.|Income from from|investments/connect|parties| |Unrestricted|Restricted|Total|Funds|Total|Funds| |Funds|Funds|2025|2024| |£|£|£|£| |Management|charges to|subsidiary/| |connected|parties|:|5|7|.|

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  1. Income from from investments/connect parties

Page 13

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

5. Expenditure on charitable activities

Unrestricted Restricted
TotalFunds
Restricted
TotalFunds
Total Funds
Funds Funds 2025 2024
£ £ £ £
Wages and salaries 65,779 29,709 95,488 94,523
Pension contributions - 253 253 246
Staff training expenses 200 - 200 -
Cost ofmeals and catering for
elderly and stock for kiosk 6,435 21,894 28,329 32,026
Recreation consumables and toys 6 15 21 21
Minibus and van expenses - 12,598 12,598 12,750
Security, fire and hygiene 130 380 510 547
Heating, lighting and water 4,707 13,783 18,490 19,222
Telephone and postage 975 2,855 3,830 4,195
Stationery and advertising - - - 45
Insurance 7,900 - 7,900 6,870
Operating lease - 4,628 4,628 4,458
Repairs and renewals 950 2,781 3,731 10,187
Depreciation 10,809 31,649 42,458 43,165
Sundry expenses 233 - 233 443
SummerCamp - 1,200 1,200 -
Bad debts 1,748 : 1,748 -
Bank charges 639 - 639 1,874
100,511 121,745 222,256 230,572
6. Other expenditure
Unrestricted Restricted
Total Funds
Total Funds
Funds Funds 2025 2024
£ £ £ £
Governance costs:
Bookkeeping and accounting 13,514 - 13,514 12,752
Interest on late payment oftax - - - -
13,514 - 13,514 12,752
  1. Trustees’ and key management personnel remuneration and expenses The trustees neither received nor waived any remuneration during the year (2024 - £ Nil).

Page 14

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

8. Staff costs and employee benefits

The average monthly number offull-time employees during the yearwas as follows:
2025 2024
No. No.
Charitable activities 9 14
9 14
The total staffcosts were as follows:
2025 2024
£ £
Wages and salaries 91,116 91,576
Social security costs 4,372 2,947
95,488 94,523

No employees received total employee benefits (excluding employer pension costs) of more than £60,000.

Page 15

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

9. Tangible fixed assets

Tangible fixed assets
Plant,
Fixtures &
Equipment Property Total
£ £ £
Cost
At 1 Jun 2024
Additions
296,246
1,745
1,932,206
-
2,228,452
1,745
Disposals - = =
At 31 May 2025 297,991 1,932,206 2,230,197
Depreciation
At 1 Jun 2024 291,200 609,154 900,354
Charge for the year 3,814 38,644 42,458
On disposals - e .
At 31 May 2025 295,014 647,798 942,812
Net book value
At 31 May 2025 2,977 1,284,408 1,287,385
At1Jun2024 5,046 1,323,052 1,328,098

The company's property was subject to independent, professional valuation in the accounting year ended 31 March 2017. The valuation was undertaken by Mr. Stephen McCarron, Donnybrook Estate Agents, FNAEA iIRRV TRV using the open market value method. The directors are of the opinion, having taken professional advice, that there is no significant difference between the carrying value of the property at the year-end date and its fair value at that time.

The company’s property asset included above was recognised using a previous open market valuation as a deemed cost on transition to SORP (FRS 102). This asset is being depreciated from a valuation date of 31 March 2017 and has a net book value of £1,284,408 (2024 - £1,323,052). The historic cost equivalent of this asset is £1,074,120 (2024 - £1,107, 761).

10. Investments
2025 2024
£ £
InvestmentinCreggMillsLimited 1 1

The company owns 100% of the issued share capital of Cregg Mills Limited, a subsidiary which owns a cottage in Claudy. The aggregate value of capital and reserves of the subsidiary as at 31 May 2025 was £7,557 (2024 - £3,017) and the profit by the subsidiary during the year ended 31 May 2025 was £4,540 (2024 — loss of £3,113).

Page 16

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

11. Debtors

Debtors
2025 2024
£ £
Trade debtors
Taxation
729
5
2,020
-
Sundry debtors and funding receivable 282 1,138
Amounts owed by Cregg Mills Ltd 2,204 4,071
Prepayments and accrued income Ge eeeB. 4,67341.
5,441 13,960
Creditors: Amounts falling due within one year
2025 2024
£ £
Sundry Creditors - -
Trade creditors 12,219 6,479
Obligations under finance lease and hire purchase contracts - -
Other taxes and social security 388 2,778
Other creditors, accruals and deferred grant income 37,957 48,946
Due to Cregg Mills Ltd : -
50,564 58,203

12. Creditors: Amounts falling due within one year

13. Creditors: Amounts falling due after one year

Creditors: Amounts falling due after oneone year
2025 2024
£ £
Loan stock 8,698 8,698
Obligations underfinance lease and hire purchase contracts - -
8,698 8,698

Loan stock represents funds received from the local community upon commencement of the company in return from loan stock issued by the company.

Page 17

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

14. Related party transactions

During the year ended 31 May 2025, the following transactions occurred between the company and Cregg Mills Limited, its wholly owned subsidiary:

£ Management charges to subsidiary - Funds transferred from subsidiary / expenses paid by subsidiary 4,200 Funds transferred to subsidiary / expenses paid for subsidiary 2,333

The amount owed by Cregg Mills Limited at the year-end date was £2,204. This is disclosed at debtors at note 11.

During the year ended 31 May 2025, the following transactions occurred between the company and Bushfield Management Company Ltd:

£ Expenses paid on behalf of Bushfield Management Company Ltd 856

Mr. Eamon O’Kane is a director of both companies.

The amount owed by Bushfield Management Company Ltd at the year-end date was £282. This is disclosed as part of the sundry debtors and funding receivable figure at note 11.

15. Tax status

The company is a registered charity for tax purposes (reference number XR 27966) and is exempt from corporation tax on any income or capital gains arising.

16. Company limited by guarantee

The company is limited by guarantee and, therefore, there is no issued share capital.

Every member of the company undertakes to contribute to the assets of the company in the event of it being wound up during a year in which they are still a member of the company, including a year of one year from the date that they ceased to be a member, providing the debts were incurred during their year as a member of the company or the debt relates to costs and expenses of a winding up.

The liability of each member in such circumstances is limited to £1.

Page 18

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

17. Funds
Funds brought
forward
Incoming
resources
Resources
expended
Funds
carried
forward
£ £ E £
General unrestricted
Funds (see note a. 1,182,348 66,353 (114,025) 1,134,676
below)
Designated funds 43,698 - - 43,698
Total unrestricted
funds 1,226,046 66,353 (114,025) 1,178,374
Restricted funds 83,852 121,745 (121,745) 83,852
1,309,898 188,098 (235,770) 1,262,226

Fund descriptions:

General unrestricted funds at 31 May 2025 includes the net book value detailed at Note 9 of these Financial Statements of Plant, Fixtures and Equipment and Property fixed assets held by the company of £1,287,385 (2024 - £1,328,098).

Designated funds consist of a community fund, representing monies raised from the local community and donated to the charity upon its commencement.

Restricted funds consist of incoming resources which are provided for a specific purpose, together with the resources expended to which they relate. These usually consist of government grant assistance for particular projects carried out by the charity.

Page 19

Claudy Rural Development Limited Company Limited By Guarantee

Notes To The Financial Statements

Year ended 31 May 2025

18. Going concern

The company incurred net expenditure for the year of £47,672 (31 May 2024 — net expenditure of £51,711).

These financial statements do not include any adjustments arising from failure to secure this funding for the company on an ongoing basis.

The directors continue to take action to increase incoming resources and to reduce expenditure in order to allow the company to maintain a position of cash surplus on an ongoing basis.

The ongoing measures taken by the directors to achieve these objectives include:

The directors are confident that the action taken and the ongoing support of funders and local government agencies and departments will ensure that the company maintains a “cash” surplus position and the company will continue in operational existence for the foreseeable future.

The financial statements are prepared on the going concern basis accordingly.