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2021-04-05-accounts

CHARITY REGISTRATION NUMBER: 1058312

Animal Samaritans Midlands Trust Unaudited Financial Statements 5th April 2021

INDEPENDENT AUDITORS LLP

Chartered Accountants Emstrey House North Shrewsbury Business Park Shrewsbury Shropshire SY2 6LG

Page 1

Animal Samaritans Midlands Trust

Trustees' Annual Report

Year ended 5th April 2021

The trustees present their report and the unaudited financial statements of the charity for the year ended 5th April 2021.

Reference and administrative details

Registered charity name Animal Samaritans Midlands Trust Charity registration number 1058312 Principal office Round House Horderley Craven Arms Shropshire SY7 8HT The trustees Mrs C James Mrs P W Beaumont Independent examiner Jonathon Dale Independent Auditors LLP Emstrey House North Shrewsbury Business Park Shrewsbury Shropshire SY2 6LG

Structure, governance and management

The organisation is a registered charity registered with the Charity Commission, charity number 1058312. The organisation was registered as a charity on 27th September 1996 and is governed by its trust document dated 9th September 1996.

The charity is governed by the trustees who collectively manage the risks faced by the organisation.

Objectives and activities

The charity's objectives are to relieve the suffering of dogs whom are in need of care and attention and to educate the public in the principles of good care and management of dogs.

The trustees have considered the Charity Commission's guidance on public benefit when reviewing organisational strategy and planning future activities and are satisfied that the organisation continues to have significant charitable purpose, and delivers very tangible public benefit.

Achievements and performance

The trustees are pleased with the number of dogs that they have been able to care for and rehome during the year and will continually strive to care for and rehome an increasing number of dogs in the future, whilst also providing financial support to the pet owners who require it most.

Page 2

Animal Samaritans Midlands Trust

Trustees' Annual Report (continued)

Year ended 5th April 2021

Financial review

The charity made a deficit for the year ended 5th April 2021 amounting to £14,066 which the trustees consider to be satisfactory when factoring in the impact the pandemic has had on the charity's operations. The pandemic caused the permanent closure of the Bishop's Castle shop and the temporary closure of the Church Stretton shop, which significantly reduced trading income, to compensate for the loss of income, they received government grants totalling £10,000. The charity now has net assets of £231,291 which the trustees believe is vital to provide the charity with a sound financial base to meet any fluctuations in future fundraising levels.

Plans for future periods

The trustees are planning to slowly reduce fundraising activities whilst still striving to care for and rehome as many dogs as possible and financially supporting pet owners via contributions to their vet bills.

The trustees' annual report was approved on .............................. and signed on behalf of the board of trustees by:

Mrs C James Trustee

Page 3

Animal Samaritans Midlands Trust

Independent Examiner's Report to the Trustees of Animal Samaritans Midlands Trust

Year ended 5th April 2021

I report to the trustees on my examination of the financial statements of Animal Samaritans Midlands Trust ('the charity') for the year ended 5th April 2021.

Responsibilities and basis of report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity's financial statements 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:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements 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.

Jonathon Dale FCA Independent Examiner

Independent Auditors LLP Emstrey House North Shrewsbury Business Park Shrewsbury Shropshire SY2 6LG

Page 4

Animal Samaritans Midlands Trust

Statement of Financial Activities

Year ended 5th April 2021

2021 2021 2020
Unrestricted
funds Total funds Total funds
Note £ £ £
Income and endowments
Donations and legacies 4 35,123 35,123 71,400
Trading activities 5 24,343 24,343 90,053
Other trading activities 6 1,600 1,600 4,710
Investment income 7 107 107 47
------------------------------ ------------------------------ -----------------------------------
Total income 61,173 61,173 166,210
============================== ============================== ===================================
Expenditure
Expenditure on raising funds:
Costs of trading activities 8 17,468 17,468 26,568
Expenditure on charitable activities 9,10 55,501 55,501 75,027
Other expenditure 11 2,270 2,270 11
------------------------------ ------------------------------ -----------------------------------
Total expenditure 75,239 75,239 101,606
============================== ============================== ===================================
------------------------------ ------------------------------ -----------------------------------
Net (expenditure)/income and net movement in funds (14,066) (14,066) 64,604
============================== ============================== ===================================
Reconciliation of funds
Total funds brought forward 245,357 245,357 180,753
----------------------------------- ----------------------------------- -----------------------------------
Total funds carried forward 231,291 231,291 245,357
=================================== =================================== ===================================

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

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

Page 5

Animal Samaritans Midlands Trust

Statement of Financial Position

5th April 2021

2021 2020
Note £ £ £ £
Fixed assets
Tangible fixed assets 16 17,752 4,804
Current assets
Debtors 17 2,583
Cash at bank and in hand 217,350 240,311
----------------------------------- -----------------------------------
217,350 242,894
Creditors: amounts falling due within
one year 18 3,811 2,341
----------------------------------- -----------------------------------
Net current assets 213,539 240,553
----------------------------------- -----------------------------------
Total assets less current liabilities 231,291 245,357
----------------------------------- -----------------------------------
Net assets 231,291 245,357
=================================== ===================================
Funds of the charity
Unrestricted funds 231,291 245,357
----------------------------------- -----------------------------------
Total charity funds 20 231,291 245,357
=================================== ===================================

These financial statements were approved by the board of trustees and authorised for issue on ........................, and are signed on behalf of the board by:

Mrs C James Trustee

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

Page 6

Animal Samaritans Midlands Trust

Notes to the Financial Statements

Year ended 5th April 2021

1. General information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is Round House, Horderley, Craven Arms, Shropshire, SY7 8HT.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the 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) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are presented in sterling which is the functional currency of the company and rounded to the nearest £.

Going concern

There are no material uncertainties about the charity's ability to continue.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

Page 7

Animal Samaritans Midlands Trust

Notes to the Financial Statements (continued)

Year ended 5th April 2021

3. Accounting policies (continued)

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

Page 8

Animal Samaritans Midlands Trust

Notes to the Financial Statements (continued)

Year ended 5th April 2021

3. Accounting policies (continued)

Tangible assets (continued)

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Fixtures & Fittings - 15% straight line Motor Vehicles - 25% reducing balance

Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date. For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cash-generating unit to which the asset belongs.

The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that largely independent of the cash inflows from other assets or groups of assets.

Government grants

Government grants are recognised at the fair value of the asset received or receivable. Grants are not recognised until there is reasonable assurance that the charity will comply with the conditions attaching to them and the grants will be received.

Where the grant does not impose specified future performance-related conditions on the recipient, it is recognised in income when the grant proceeds are received or receivable. Where the grant does impose specified future performance-related conditions on the recipient, it is recognised in income only when the performance-related conditions have been met. Where grants received are prior to satisfying the revenue recognition criteria, they are recognised as a liability.

Page 9

Animal Samaritans Midlands Trust

Notes to the Financial Statements (continued)

Year ended 5th April 2021

3. Accounting policies (continued)

Financial instruments

The company has elected to apply the provisions of Section 11 'Basic Financial Instruments' and Section 12 'Other Financial Instruments Issues' of FRS102 to all of its financial instruments.

Financial instruments are recognised in the company's balance sheet when the company becomes a party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, which the transaction is measured at the present value of the future receipts discounted at market rate of interest. Financial assets classified as receivable within one year are not amortised.

Financial liabilities and equity instruments are classified according to the substance of the contractual arrangement entered into. An equity instrument is any contract that evidences a residual interest in the assets of the company after deducting all of its liabilities.

Basic financial liabilities, including creditors, bank loans, loans from fellow group companies and preference shares that are classified as debt, are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payment discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

4. Donations and legacies

Unrestricted Total Funds Unrestricted Total Funds
Funds 2021 Funds 2020
£ £ £ £
Donations
Church Stretton charity shop 697 697 1,190 1,190
Bishops Castle charity shop 12,466 12,466 3,159 3,159
General donations 1,552 1,552 14,218 14,218

Page 10

Animal Samaritans Midlands Trust

Notes to the Financial Statements (continued)

Year ended 5th April 2021

4. Donations and legacies (continued)

Unrestricted Total Funds Unrestricted Total Funds
Funds 2021 Funds 2020
£ £ £ £
Legacies
Estate of Jean Alma Crowson Griffiths 20,000 20,000
Estate of Mary Janet Jackson 8,206 8,206 25,000 25,000
Estate of Joyce Shirley Davidson 7,833 7,833
Estate of Janet Kathleen Crosby 2,202 2,202
Grants
Government grant income 10,000 10,000
------------------------------ ------------------------------ ------------------------------ ------------------------------
35,123 35,123 71,400 71,400
============================== ============================== ============================== ==============================

5. Trading activities

Unrestricted Total Funds Unrestricted Total Funds
Funds 2021 Funds 2020
£ £ £ £
Church Stretton charity shop sales 23,598 23,598 66,106 66,106
Bishops Castle charity shop sales 745 745 23,947 23,947
------------------------------ ------------------------------ ------------------------------ ------------------------------
24,343 24,343 90,053 90,053
============================== ============================== ============================== ==============================
6. Other trading activities
Unrestricted Total Funds Unrestricted Total Funds
Funds 2021 Funds 2020
£ £ £ £
Fundraising events 1,680 1,680
Dog rehoming fees 1,600 1,600 3,030 3,030
------------------------- ------------------------- ------------------------- -------------------------
1,600 1,600 4,710 4,710
========================= ========================= ========================= =========================
Investment income
Unrestricted Total Funds Unrestricted Total Funds
Funds 2021 Funds 2020
£ £ £ £
Bank interest receivable 107 107 47 47
=============== =============== =============== ===============

7. Investment income

Page 11

Animal Samaritans Midlands Trust

Notes to the Financial Statements (continued)

Year ended 5th April 2021

8. Costs of trading activities

Unrestricted Total Funds Unrestricted Total Funds
Funds 2021 Funds 2020
£ £ £ £
Church Stretton charity shop expenses 16,603 16,603 23,148 23,148
Bishops Castle charity shop expenses 865 865 3,420 3,420
------------------------------ ------------------------------ ------------------------------ ------------------------------
17,468 17,468 26,568 26,568
============================== ============================== ============================== ==============================

9. Expenditure on charitable activities by fund type

Unrestricted Total Funds Unrestricted Total Funds
Funds 2021 Funds 2020
£ £ £ £
Direct costs associated with dog
rehoming 46,517 46,517 65,967 65,967
Support costs 8,984 8,984 9,060 9,060
------------------------------ ------------------------------ ------------------------------ ------------------------------
55,501 55,501 75,027 75,027
============================== ============================== ============================== ==============================

10. Expenditure on charitable activities by activity type

Activities
undertaken Total funds Total fund
directly Support costs 2021 2020
£ £ £ £
Direct costs associated with dog
rehoming 46,517 46,517 65,967
Governance costs 8,984 8,984 9,060
------------------------------ ------------------------- ------------------------------ ------------------------------
46,517 8,984 55,501 75,027
============================== ========================= ============================== ==============================
11. Other expenditure
Unrestricted Total Funds Unrestricted Total Funds
Funds 2021 Funds 2020
£ £ £ £
Loss on disposal of tangible fixed assets
held for charity's own use 2,270 2,270 11 11
========================= ========================= =============== ===============
12. Net (expenditure)/income
Net (expenditure)/income is stated after charging/(crediting):
2021 2020
£ £
Depreciation of tangible fixed assets 4,053 1,302
Loss on disposal of tangible fixed assets 2,270 11
========================= =========================

Page 12

Animal Samaritans Midlands Trust

Notes to the Financial Statements (continued)

Year ended 5th April 2021

13. Independent examination fees

2021 2020
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 1,200 1,140
========================= =========================

14. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as follows: The total staff costs and employee benefits for the reporting period are analysed as follows:
2021 2020
£ £
Wages and salaries 5,620 7,500
========================= =========================

The average head count of employees during the year was 1 (2020: 1).

No employee received employee benefits of more than £60,000 during the year (2020: Nil).

15. Trustee remuneration and expenses

No remuneration or other benefits from employment with the charity or a related entity were received by the trustees.

16. Tangible fixed assets

Fixtures and Motor
fittings vehicles Total
£ £ £
Cost
At 6th April 2020 5,078 8,500 13,578
Additions 1,521 17,750 19,271
Disposals (1,174) (8,500) (9,674)
------------------------- ------------------------------ ------------------------------
At 5th April 2021 5,425 17,750 23,175
========================= ============================== ==============================
Depreciation
At 6th April 2020 2,291 6,483 8,774
Charge for the year 725 3,328 4,053
Disposals (921) (6,483) (7,404)
------------------------- ------------------------------ ------------------------------
At 5th April 2021 2,095 3,328 5,423
========================= ============================== ==============================
Carrying amount
At 5th April 2021 3,330 14,422 17,752
========================= ============================== ==============================
At 5th April 2020 2,787 2,017 4,804
========================= ============================== ==============================
17. Debtors
2021 2020
£ £
Other debtors 2,583
=============== =========================

Page 13

Animal Samaritans Midlands Trust

Notes to the Financial Statements (continued)

Year ended 5th April 2021

18. Creditors: amounts falling due within one year

2021 2020
£ £
Trade creditors 1,141 1,141
Accruals and deferred income 2,670 1,200
------------------------- -------------------------
3,811 2,341
========================= =========================

19. Government grants

The amounts recognised in the financial statements for government grants are as follows: The amounts recognised in the financial statements for government grants are as follows:
2021 2020
£ £
Recognised in income from donations and legacies:
Government grants income 10,000
============================== ===============

20. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At At
6th April 2020 Income Expenditure 5th April 2021
£ £ £ £
General funds 245,357 61,173 (75,239)
231,291
=================================== ============================== ============================== ===================================
At At
6th April 2019 Income Expenditure 5th April 2020
£ £ £ £
General funds 180,753 166,210 (101,606)
245,357
=================================== =================================== =================================== ===================================
Analysis of net assets between funds
Unrestricted Total Funds
Funds 2021
£ £
Tangible fixed assets 17,752 17,752
Current assets 217,350 217,350
Creditors less than 1 year (3,811)
(3,811)
----------------------------------- -----------------------------------
Net assets 231,291 231,291
=================================== ===================================
Unrestricted Total Funds
Funds 2020
£ £
Tangible fixed assets 4,804 4,804
Current assets 242,894 242,894
Creditors less than 1 year (2,341)
(2,341)
----------------------------------- -----------------------------------
Net assets 245,357 245,357
=================================== ===================================

21. Analysis of net assets between funds