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2023-04-30-accounts

The Fairfield Association Charity #1058030 Principal office: Whitegates, Sunnyside Close, Lancaster LA1 5NH

Trustees: Mick Short, Hilary Short, Michael Sheppard, Dave Brookes, Andrew Brennand, Sue Nieduszynska, Sue Pope.

Trustees appointed according to clause in 1996 Constitution, updated June 2013 copy available on request. Financial report uploaded with this document. In accordance, therefore with Section 4 (6) of the Charities Act 2006 and the Charities (Accounts and Reports) Regulations 2008 the trustees confirm that they have given due regard to the guidance on public benefit issued by the Charity Commission when exercising their powers and duties during the period.

Our finances are healthy and our volunteer numbers and support base continues to be strong. As a result of their work our nature reserve continues to thrive and local sightings indicate an increasing variety of colonising and visiting birds. The Fairfield Association Nature Reserve provides recreational opportunities for many people and is been very much appreciated. Community spirit remains strong and there are now numbers of younger members taking on roles in the organisation, including organising events, raising funds, organising volunteers and publicity. All details of our volunteering, community activities and records of our conservation projects can be seen on our website: http://www.fairfieldassociation.org

The Fairfield Association

Receipts and Payments Account for the Year Ended 30th April 2023

Notes
Receipts
Grants and Donations
Grants
1
Donations
Fundraising
2
Other Income
Fairfield Friends
Gift Aid Claim
Total Receipts
Payments
Charitable Payments
Development and maintenance of facilities
Nature Reserve
Playground
Aldcliffe Triangle
Beyond the Castle
Educational Programmes
Other Payments
Fundraising costs
Insurance
Accountancy
Photocopying and postage costs
Room hire
Zoom subscription
Website server
Bank charges
Total Payments
Net Receipts / Payments (-) in the Year
Funds brought forward at May 1st2022
Funds carried forward at 30th April 2023
Restricted Unrestricted
Total
Funds
Funds
Funds
£
£
£
37,152
8,788
45,940
5,905
1,236
7,141
43,057
10,024
53,081
0
4,734
4,734
0
5,757
5,757
0
872
872
0
6,629
6,629
43,057
21,387
64,444
951
14,529
15,480
48,018
8,847
56,865
788
0
788
596
0
596
0
808
808
50,353
24,184
74,537
0
863
863
0
1,548
1,548
0
170
170
0
49
49
0
183
183
0
0
0
0
0
0
0
106
106
0
2,919
2,919
50,353
27,103
77,456
-7,296
-5,716
-13,012
1,455
79,490
80,945
-5,841
73,774
67,933
Total funds
2021-22
£
8,588
2,107
10,695
4,985
5,474
2,125
7,599
23,279
10,873
179
1,478
1,000
269
13,799
1,643
1,523
135
475
183
144
177
0
4,280
18,079
5,200
75,745
80,945

The Fairfield Association

Statement of Assets and Liabilities at 30th April 2023

Co-operative Bank
Nationwide Building Society
2023
Restricted Unrestricted
Total
Funds
Funds
Funds
£
£
-5,843
73,774
67,931
2
2
-5,843
73,776
67,933
2022
Total
Funds
£
80,493
2
80,495

Non-Monetary Assets - retained for use by the charity

  1. Land at Fairfield, purchased at a total cost of £17,000, plus legal fees of £716.

  2. Land leased from Lancaster City Council on a ten year lease at an annual rental of £1.

  3. Equipment and amenity facilities at Fairfield Green purchased at a total cost of £82,588.

  4. Land at Fairfield Orchard leased for 1,000 years at an annual rental of £1.

  5. Fauna land leased from Lancaster City Council for 30 years at an annual rental of £1.

  6. Land at Sourholme, purchased at a total cost of £17,500, plus legal fees of £1,709.

  7. Flora land, purchased at a cost of £220,000, plus professional fees of £2,942.

  8. Storage facility built at a cost of £31,035.

  9. Gleesons land purchased at a cost of £38,000 plus legal fees of £1,130.

  10. Aldcliffe Triangle land leased from Lancaster City Council on a thirty year lease at an annual rental of £1.

Jane Parker Hon. Treasurer July 2023

The Fairfield Association

Notes to Receipts and Payments Account for the Year Ended 30 April 2023

1. Restricted Funds

1. Restricted Funds
Postcode Lottery
Beyond the Castle
Duchy of Lancaster
Roundabout
Elspeth J Thompson Charitable Trust
Roundabout
Elizabeth & Richard Wilson Charitable Trust
Roundabout
Lancashire County Council Disability Champion
Roundabout
Lancashire Environmental Fund
Tools
Lancaster University
Triangle Bench
Glasdon Group
Playarea equipment
Lancashire Environmental Fund
Playarea equipment
Playground appeal
Playarea equipment
Lancaster & District Community Wellbeing Fund
Audio equipment
Community Pizza Events CIC
Playarea equipment
Aldcliffe Road Triangle
B.Fwd
Received Payments
C. Fwd
01/05/22
2022/23
2022/23
30/04/23
596
596
0
1,000
1,000
0
2,500
2,500
0
2,000
2,000
0
1,500
1,500
0
951
951
0
834
743
91
5,000
5,000
0
23,067
30,000
-6,933
5,890
5,890
0
100
100
0
200
28
172
596
43,042
50,308
-6,670
859
15
45
829
1,455
43,057
50,353
-5,841

The following income was received during the year from the Rural Payments Agency as part of the Association's Higher Level Stewardship agreement and has been included in unrestricted funds.

Educational visits
Revenue payments
2. Fundraising Income 2022/23
Event
Sale of calendars, cards, recipe books
Open Yardons
Easter Egg Hunt
Apple Day
Carol Singing
Wassailing
Open Garden
2022/23
2021/22
1,200
0
7,588
7,558
8,788
7,558
2022/23
General
Surplus/
Income
Expenses
Loss (-)
2,620
683
1,937
871
871
391
103
288
553
77
476
197
197
102
102
0
4,734
863
3,871
2021/22
Surplus/
Loss (-)
1,360
0
687
628
0
0
667
3,342

Independent Examiner’s Report to the Trustees of the Fairfield Association

I report on the accounts of the Trust for the year ended 30 April 2023.

Responsibilities and basis of the 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 2011 Act and in carrying out my examination I have followed all 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 giving me cause to believe that in any material respect:

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.

Shweta Pankhadiwala

C/o Lancaster District CVS, The Cornerstone Sulyard Street Lancaster LA1 1PX 22nd September 2023

Independent Examiner’s Report to the Trustees of the Fairfield Association

I report on the accounts of the Trust for the year ended 30 April 2023.

Responsibilities and basis of the 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 2011 Act and in carrying out my examination I have followed all 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 giving me cause to believe that in any material respect:

a) accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

b) the accounts do not accord with these records.

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.

Shweta Pankhadiwala

C/o Lancaster District CVS, The Cornerstone Sulyard Street Lancaster LA1 1PX

22nd September 2023