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2021-03-31-accounts

REGISTERED CHARITY NUMBER: 1036506

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

FOR

REDGATE FARM ANIMAL SANCTUARY

Fortus Midlands Limited 31 High View Close Hamilton Office Park Leicester Leicestershire LE4 9LJ

REDGATE FARM ANIMAL SANCTUARY

CONTENTS OF THE FINANCIAL STATEMENTS For The Year Ended 31 March 2021

Page
Reference and Administrative Details 1
Report of the Trustees 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 10
Detailed Statement of Financial Activities 11 to 12

REDGATE FARM ANIMAL SANCTUARY

REFERENCE AND ADMINISTRATIVE DETAILS For The Year Ended 31 March 2021

TRUSTEES Ms L D Neville Mrs Y Brown Mr N A Wright Mr M Hanna Ms P J Trevarthen Ms S J Bale Ms V A Clarke Ms K M Freeman (resigned 27.11.20) PRINCIPAL ADDRESS Redgate Farm Animal Sanctuary 233 Shaw Lane Markfield Leicester Leicestershire LE67 9PW REGISTERED CHARITY NUMBER 1036506 INDEPENDENT EXAMINER Fortus Midlands Limited 31 High View Close Hamilton Office Park Leicester Leicestershire LE4 9LJ

Page 1

REDGATE FARM ANIMAL SANCTUARY

REPORT OF THE TRUSTEES For The Year Ended 31 March 2021

The trustees present their report with the financial statements of the charity for the year ended 31 March 2021. The trustees have adopted the provisions of 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).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The objects of the charity are:

Public benefit

The trustees are of the opinion that the activities undertaken in accordance with the objects of the charity meet the definition of public benefit.

The trustees confirm that they have complied with the requirements of section 4 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

FINANCIAL REVIEW

Reserves policy

The trustees aim to retain sufficient unrestricted reserves in order to cover the equivalent of 12 months' operating costs of the organisation.

Funds in deficit

There were no funds in deficit during the period.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is constituted under a Trust Deed dated 4 March 1994 as amended on 3 October 1997, 9 June 2000 and 16 March 2012.

Approved by order of the board of trustees on 7 October 2021 and signed on its behalf by:

Ms L D Neville - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF REDGATE FARM ANIMAL SANCTUARY

Independent examiner's report to the trustees of Redgate Farm Animal Sanctuary

I report to the charity trustees on my examination of the accounts of Redgate Farm Animal Sanctuary (the Trust) for the year ended 31 March 2021.

Responsibilities and basis of report

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 Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a registered member of ICAEW which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

R J Buckby FCA ICAEW Fortus Midlands Limited 31 High View Close Hamilton Office Park Leicester Leicestershire LE4 9LJ

7 October 2021

Page 3

REDGATE FARM ANIMAL SANCTUARY

STATEMENT OF FINANCIAL ACTIVITIES For The Year Ended 31 March 2021

Unrestricted
Restricted
fund
funds
Notes
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
114,170
1,015
Other trading activities
3
66,207
-
Investment income
4
173
-
Other income
124,571
-
Total
305,121
1,015
EXPENDITURE ON
Raising funds
82,237
-
Charitable activities
Charitable activities
102,814
1,089
Other
2,734
-
Total
187,785
1,089
NET INCOME/(EXPENDITURE)
117,336
(74)
Transfers between funds
12
(74)
74
Net movement in funds
117,262
-
RECONCILIATION OF FUNDS
Total funds brought forward
408,607
-
TOTAL FUNDS CARRIED FORWARD
525,869
-
2021
Total
funds
£
115,185
66,207
173
124,571
306,136
82,237
103,903
2,734
188,874
117,262
-
117,262
408,607
525,869
2020
Total
funds
£
176,072
124,855
452
229,564
530,943
89,370
162,689
3,263
255,322
275,621
-
275,621
132,986
408,607

The notes form part of these financial statements

Page 4

REDGATE FARM ANIMAL SANCTUARY

BALANCE SHEET 31 March 2021

Notes
FIXED ASSETS
Tangible assets
8
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
FUNDS
12
Unrestricted funds
TOTAL FUNDS
2021
£
25,483
2,855
501,699
504,554
(4,168)
500,386
525,869
525,869
525,869
525,869
2020
£
28,217
4,690
383,082
387,772
(7,382)
380,390
408,607
408,607
408,607
408,607

The financial statements were approved by the Board of Trustees and authorised for issue on 7 October 2021 and were signed on its behalf by:

Ms L D Neville - Trustee

The notes form part of these financial statements

Page 5

REDGATE FARM ANIMAL SANCTUARY

NOTES TO THE FINANCIAL STATEMENTS For The Year Ended 31 March 2021

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, 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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income and endowments

Voluntary income including donations, gifts, legacies and grants that provide core funding or are of a general nature is recognised when the Charity has entitlement to the income, it is probable that the income will be received and the amount can be measured with sufficient reliability.

Donations and legacies

Donations and legacies are recognised on a receivable basis when receipt is probable and the amount can be reliably measured.

Gift aid

Incoming resources from tax reclaims are included in the Statement of financial Activities at the same time as the gift to which they relate.

Investment income

Dividends are recognised once the dividend has been declared and notification has been received of the dividend due.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings thy have been allocated on a basis consistent with the use of resources, with central staff costs allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset's use. Other support costs are allocated based on the spread of staff costs.

Raising funds

These are costs incurred in attracting voluntary income, the management of investments and those incurred in trading activities that raise funds.

Charitable activities

Charitable expenditure comprises those costs incurred by the Charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Governance costs

These include the costs attributable to the Charity's compliance with constitutional and statutory requirements, including audit, strategic management and Trustee's meetings and reimbursed expenses.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Freehold land - not provided Improvements to property - 20% on reducing balance Motor vehicles - 25% on reducing balance

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

continued...

Page 6

REDGATE FARM ANIMAL SANCTUARY

NOTES TO THE FINANCIAL STATEMENTS - continued For The Year Ended 31 March 2021

2. DONATIONS AND LEGACIES

Adopting of animals
Donations
Friends of Redgate
Spaying and neutering
Boarding
OTHER TRADING ACTIVITIES
Fosse Road shop
Loughborough shop
Redgate shop/cafe
Syston shop
Rags and show monies
Coalville shop
Fundraising income
INVESTMENT INCOME
Interest on cash deposits
2021
£
16,266
95,803
2,671
-
445
115,185
2021
£
16,612
30,512
35
124
1,414
17,510
-
66,207
2021
£
173
2020
£
24,335
149,927
-
500
1,310
176,072
2020
£
44,758
56,838
124
8,667
3,934
4,271
6,263
124,855
2020
£
452

3. OTHER TRADING ACTIVITIES

4. INVESTMENT INCOME

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2021 nor for the year ended 31 March 2020.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2021 nor for the year ended 31 March 2020.

6. STAFF COSTS

The average monthly number of employees during the year was as follows:

7.

2021
Sanctuary and shop
11
No employees received emoluments in excess of £60,000.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
fund
funds
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
176,072
-
Other trading activities
124,855
-
Investment income
452
-
Other income
229,564
-
Total
530,943
-
EXPENDITURE ON
Raising funds
89,370
-
2020
10
Total
funds
£
176,072
124,855
452
229,564
530,943
89,370
2020
10
Total
funds
£
176,072
124,855
452
229,564
530,943
89,370
530,943
89,370

continued...

Page 7

REDGATE FARM ANIMAL SANCTUARY

NOTES TO THE FINANCIAL STATEMENTS - continued For The Year Ended 31 March 2021

7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

Unrestricted
Restricted
fund
funds
£
£
Charitable activities
Charitable activities
162,689
-
Other
3,263
-
Total
255,322
-
NET INCOME
275,621
-
RECONCILIATION OF FUNDS
Total funds brought forward
132,986
-
TOTAL FUNDS CARRIED FORWARD
408,607
-
8.
TANGIBLE FIXED ASSETS
Improvements
Freehold
to
Motor
land
property
vehicles
£
£
£
COST
At 1 April 2020 and 31 March 2021
15,000
228,495
2,266
DEPRECIATION
At 1 April 2020
-
217,126
418
Charge for year
-
2,272
462
At 31 March 2021
-
219,398
880
NET BOOK VALUE
At 31 March 2021
15,000
9,097
1,386
At 31 March 2020
15,000
11,369
1,848
9.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2021
£
VAT
2,200
Prepayments
655
2,855
Total
funds
£
162,689
3,263
255,322
275,621
132,986
408,607
Totals
£
245,761
217,544
2,734
220,278
25,483
28,217
2020
£
2,672
2,018
4,690
Total
funds
£
162,689
3,263
255,322
275,621
132,986
408,607

continued...

Page 8

REDGATE FARM ANIMAL SANCTUARY

NOTES TO THE FINANCIAL STATEMENTS - continued For The Year Ended 31 March 2021

10. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2021 2020
£ £
Trade creditors (385) 1,512
Taxation and social security - 505
Other creditors 4,553 5,365
4,168 7,382
11. ANALYSIS OF NET ASSETS BETWEEN FUNDS
2021 2020
Unrestricted Restricted Total Total
fund funds funds funds
£ £ £ £
Fixed assets 25,483 - 25,483 28,217
Current assets 504,554 - 504,554 387,772
Current liabilities (4,168) - (4,168) (7,382)
525,869 - 525,869 408,607
12. MOVEMENT IN FUNDS
Net Transfers
movement between At
At 1.4.20 in funds funds 31.3.21
£ £ £ £
Unrestricted funds
General fund 408,607 117,336 (74) 525,869
Restricted funds
Disabled toilet - (74) 74 -
TOTAL FUNDS 408,607 117,262 - 525,869
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 305,121 (187,785) 117,336
Restricted funds
Disabled toilet 1,015 (1,089) (74)
TOTAL FUNDS 306,136 (188,874) 117,262
Comparatives for movement in funds
Net
movement At
At 1.4.19 in funds 31.3.20
£ £ £
Unrestricted funds
General fund 132,986 275,621 408,607
TOTAL FUNDS 132,986 275,621 408,607

continued...

Page 9

REDGATE FARM ANIMAL SANCTUARY

NOTES TO THE FINANCIAL STATEMENTS - continued For The Year Ended 31 March 2021

12. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 530,943 (255,322) 275,621
TOTAL FUNDS 530,943 (255,322) 275,621

13. RELATED PARTY DISCLOSURES

During the year the Charity made the following related party transactions:

Mr M Hanna

During the year Mr M Hanna provided building services to the sanctuary amounting to £2,966 (2020 £nil). At the balance sheet date the amount due to Mr M Hanna was £nil (2020 £nil).

Page 10

REDGATE FARM ANIMAL SANCTUARY

DETAILED STATEMENT OF FINANCIAL ACTIVITIES For The Year Ended 31 March 2021

2021 2020
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Adopting of animals 16,266 24,335
Donations 95,803 149,927
Friends of Redgate 2,671 -
Spaying and neutering - 500
Boarding 445 1,310
115,185 176,072
Other trading activities
Fosse Road shop 16,612 44,758
Loughborough shop 30,512 56,838
Redgate shop/cafe 35 124
Syston shop 124 8,667
Rags and show monies 1,414 3,934
Coalville shop 17,510 4,271
Fundraising income - 6,263
66,207 124,855
Investment income
Interest on cash deposits 173 452
Other income
VAT claim - 229,564
Job retention scheme 23,233 -
Business rates grant 101,338 -
124,571 229,564
Total incoming resources 306,136 530,943
EXPENDITURE
Raising funds
Wages 29,676 36,624
Rent 23,754 28,463
Water rates 3,126 4,655
Insurance 6,615 6,116
Light and heat 7,047 8,829
Shop telephone 934 1,120
Volunteer expenses 79 692
Shop repairs 11,006 2,871
82,237 89,370
Charitable activities
Wages 78,919 55,026
Animal food & bedding 3,757 4,101
Repairs 3,206 20,521
Vet & blacksmith 7,357 13,584
Telephone 963 902
Postage and stationery 1,496 1,165
Advertising 500 450
Motor and travelling 991 1,426
Carried forward 97,189 97,175

This page does not form part of the statutory financial statements

Page 11

REDGATE FARM ANIMAL SANCTUARY

DETAILED STATEMENT OF FINANCIAL ACTIVITIES For The Year Ended 31 March 2021

2021 2020
£ £
Charitable activities
Brought forward 97,189 97,175
Staff training - 425
Trade subscriptions 467 314
Bookkeeping 1,737 1,506
Legal & professional fees 13 48
Bank charges 928 1,431
Cleaning 1,349 786
101,683 101,685
Other
Depreciation of tangible fixed assets 2,734 3,263
Support costs
Other
Sundries 20 544
Governance costs
Accountancy and legal fees 2,200 1,710
VAT consultancy fee - 58,750
2,200 60,460
Total resources expended 188,874 255,322
Net income 117,262 275,621

This page does not form part of the statutory financial statements

Page 12