LONG EATON & DISTRICT FRIENDLY INVALID & HANDICAPPED GROUP
FINANCIAL STATEMENTS
FOR
31 AUGUST 2024
Charity Number 1017837
LONG EATON & DISTRICT FRIENDLY INVALID & HANDICAPPED GROUP
FINANCIAL STATEMENTS
YEAR ENDED 31 AUGUST 2024
| Contents | Page |
|---|---|
| Trustees | 1 |
| Trustees’ annual report | 2-3 |
| Independent Examiner’s Report | 4 |
| Statement of financial activities | 5 |
| Balance sheet | 6 |
| Notes to the financial statements | 7 |
LONG EATON & DISTRICT FRIENDLY INVALID & HANDICAPPED GROUP
MEMBERS OF THE BOARD OF TRUSTEES AND PROFESSIONAL ADVISERS
The board of trustees
Mrs. J. Cox Mrs M. Drage Mr. G. Cooke Dr. P. Denney Mrs. M. Harvey Mrs. E. Whittle Mrs. S. Cooke Mrs. B. Smythe
Registered office
21 The Paddocks Sandiacre Derbyshire NG10 5HQ
Independent Examiner
Derby Community Accountancy Service Babington Lodge 128 Green Lane Derby DE1 1RY
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LONG EATON & DISTRICT FRIENDLY INVALID & HANDICAPPED GROUP
TRUSTEES’ ANNUAL REPORT
YEAR ENDED 31 AUGUST 2024
The trustees have the pleasure in presenting their report and the unaudited financial statements of the charity for the year ended 31 August 2024.
OBJECTIVES AND ACTIVITIES
the relief of disabled or invalid persons resident in the urban district of Long Eaton and the parishes of Breaston, Draycott, Borrowash, Chaddesden, Risley and Sandiacre and the former parishes of Stapleford and Toton.
SUMMARY OF THE MAIN ACTIVITIES UNDERTAKEN FOR THE PUBLIC BENEFIT IN RELATION TO THESE OBJECTS
In planning our activities for the year we kept in mind the Charity Commission’s guidance on public benefit at our trustees meetings.
ACHIEVEMENTS AND PERFORMANCE
Our charity has been operating for 65 years. Our principal activities are taking our members on trips and to meals. Our ability to do this has been greatly enhanced by a significant donation made to us during the year, for which we are very grateful.
The charity does not have its own premises but on the 2[nd] Tuesday of every month we hire Sawley Community Hall for a concert evening.
Originally, we ran 3 trips a year, but now with the reserves we hold we are having a trip every month. The trips are often to garden centres and then somewhere for tea. The coach we use always has a lift, so that it can be used for people who are between their late 70’s to their 90’s. We have two pick up points to reduce costs.
The management committee meets once a year to plan future activities.
FINANCIAL REVIEW
Reserves Policy
The charity’s reserves policy aims to hold 3 months running costs in reserve
Independent Examiner
Derby CAS are continuing in office as independent examiner
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LONG EATON & DISTRICT FRIENDLY INVALID & HANDICAPPED GROUP
TRUSTEES’ ANNUAL REPORT
YEAR ENDED 31 AUGUST 2024
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing Document
21 The Paddocks, Sandiacre, Derbyshire, is the principal address of the charity. which registered with the charity commission on 2 March 1993.
Trustee selection methods
A skills audit has been undertaken to discover those skills which are required by the trustee body. Efforts are made to recruit trustees who meet the skill requirement .
Risk management policy
The trustees examine the major risks that the charity faces each financial year when preparing and updating the strategic plan. The charity has developed systems to monitor and control these risks to mitigate any impact that they may have on the charity in the future.
Long Eaton and District Friendly Invalid & Handicapped Group 21 The Paddocks Sandiacre Derbyshire NG10 5HQ
Mrs. M. Drage Trustee
Approved by the trustees on:
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LONG EATON & DISTRICT FRIENDLY INVALID & HANDICAPPED GROUP
Independent Examiner's Report to the Trustees of Long Eaton& District Friendly Invalid and Handicapped Group
I report on the accounts of the charity for the year ended 31 August 2024 which are set out on pages 5 to 7.
Respective responsibilities of the trustees and examiner
As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner’s statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
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the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Mark Newey ACMA Date Derby Community Accountancy Service Babington Lodge 128 Green Lane Derby DE1 1RY
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LONG EATON & DISTRICT FRIENDLY INVALID & HANDICAPPED GROUP
RECEIPTS AND PAYMENTS ACCOUNT
YEAR ENDED 31 AUGUST 2024
| 2023 Total £ Receipts 300 Donations 5837 Fundraising note 1 0 Interest 6137 Payments 1150 Transport costs 1008 Outing costs note 2 430 Entertainment 3392 Refreshments 112 Flowers 160 Telephone and stationery 225 Insurance 336 Hall hire 0 Fundraising costs 34 Sundry 6847 -710 Surplus/(Deficit) for year 7009 Opening Balances 6299 Closing Balances |
2024 Unrestricted Fund Restricted Funds Total £ £ £ 101982 0 101982 4833 0 4833 299 0 299 |
|---|---|
| 107114 0 107114 |
|
| 4748 0 4748 5953 0 5953 645 0 645 5056 0 5056 168 0 168 150 0 150 233 0 233 540 0 540 100 0 100 382 0 382 |
|
| 17975 0 17975 |
|
| 89139 0 89139 |
|
| 6299 0 6299 |
|
| 95438 0 95438 |
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LONG EATON & DISTRICT FRIENDLY INVALID & HANDICAPPED GROUP
STATEMENT OF ASSETS AND LIABILITIES AS AT 31 AUGUST 2024
| 2023 £ 6123 0 176 |
Balance at Bank Deposit account Cash Treasurer Chair |
2024 £ 20083 75299 56 |
|
|---|---|---|---|
| 6299 | 95438 | ||
| Date | |||
| Date |
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LONG EATON & DISTRICT FRIENDLY INVALID & HANDICAPPED GROUP
NOTES TO THE ACCOUNTS
YEAR ENDED 31 AUGUST 2024
Note 1
Fundraising
| Subscriptions Christmas Dinner money Tea money Trip money Raffle money Scratch cards Tombola Door money |
Unrestricted Restricted Total 2024 Total 2023 £ £ £ £ 480 0 480 750 1041 0 1041 1620 1056 0 1056 732 1310 0 1310 1655 100 0 100 450 110 0 110 0 26 0 26 0 710 0 710 630 |
|---|---|
| 4833 0 4833 5837 |
Note 2
Outing costs
| East Bridgeford Morley Hayes Marsh Farm Biggin Hall Sundry outing costs 60 Years Tea event |
Total 2024 Total 2023 £ £ 998 0 1269 0 2136 0 940 0 610 0 0 1008 |
|---|---|
| 5953 1008 |
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