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2025-03-31-accounts

REGISTERED CHARITY NUMBER: 1072091

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

FOR

THE HEATONS ANIMAL RESCUE GROUP

Moss & Williamson Limited Chartered Accountants 3 Mellor Road Cheadle Hulme Stockport SK8 5AT

THE HEATONS ANIMAL RESCUE GROUP

CONTENTS OF THE FINANCIAL STATEMENTS for the Year Ended 31 March 2025

Page
Report of the Trustees 1 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to the Financial Statements 7 to 10
Detailed Statement of Financial Activities 11

THE HEATONS ANIMAL RESCUE GROUP

REPORT OF THE TRUSTEES for the Year Ended 31 March 2025

The trustees present their report with the financial statements of the charity for the year ended 31 March 2025. 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

We are an independent charity based on Manchester Road in Stockport. We have a Charity shop on site, together with three rooms upstairs and at the back of the ground floor, where the cats are cared for. Our mission statement is to take in stray, abandoned and unwanted cats, to provide food, shelter and veterinary care, and to rehome them to responsible owners. As long as the quality of life is good, we will endeavour to look after these cats regardless of age or the cost of veterinary care for the charity.

We continue to promote the importance of neutering, both within our rescue and on our social media posts. Our income is generated from sales in the shop, online sales, rehoming cats, donations and fundraising . Our aims continue to be:

Significant activities

As stated in our constitution, we are committed to rescuing cats, including unwanted owned cats and strays. We ensure that each cat is vet checked, neutered, fully vaccinated, microchipped, and receives prompt veterinary treatment where necessary.

We have an adoption policy which involves face to face meetings with potential adopters, ID checks and a home visit. We also undertake post adoption checks by phone to ensure an adopted cat has settled well. We have a clause in our adoption policy stating that if there are any issues at all with the cat in its new home, we will take the cat back . We maintain a a strict no euthanasia policy, unless our vet advises that there is no other option.

We review our hygiene and health and safety policies regularly, and are fully committed to creating a clean and safe environment for the cats, staff and volunteers. One of our aims this year was to start the process to refurbish our large Mother and kitten room downstairs, which had not been updated in more than 20 years, and the pens were second hand when installed. We urgently needed new, fit for purpose pens, which are easier to clean and provide a better environment for the nursing Mums and their babies. We started this process working with designers at Pedigree Pens who created the working blueprint for our new pens .

Page 1

THE HEATONS ANIMAL RESCUE GROUP

REPORT OF THE TRUSTEES

for the Year Ended 31 March 2025

ACHIEVEMENTS AND PERFORMANCE The challenges of 2024/2025

The main issues facing us:

Achievement and Performance

Financial Summary 2024/2025

Our total income in this financial year was £86,075 versus £106,927 in the previous period. The last period included a legacy and one off donations, and interest on our investments accounted for c £9k of the shortfall. Income from the shop was stable year on year, as was the income from adoptions. However, the money raised from recycling cloth fell by 30%, and our income from Justgiving donations was down by £2500. Our expenditure was £165k versus £149k in the previous period. This was largely due to the £9k deposit for the refurbishment of the pens, plus the essential electrical repairs.Total building expenditure was up by £15k . We saw a 12% increase in vets bills, although we managed to reduce our costs for cat food and supplies by more than 20%.

Our net assets at the close of the financial year were £379,957 versus £458,191 in the previous period

FUTURE FINANCIAL PLANS AND STRATEGIES

As stated, we remain firmly focussed on cash flow and budget control in an attempt to make the gap as manageable as possible. We are conscious of the fact that costs can only escalate - especially for vet and utility bills, so can only continue to manage costs by stringent price comparisons on necessary purchases, and by looking at opportunities for additional sources of revenue. We are still the partner charity for Pets At Home in Stockport, and have planned more Jumble/Cake sales in this period than last. We see Vinted as a potential area for further growth, and will continue to use both Vinted and Ebay.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

The charity is controlled by its governing document, and a deed of trust and constitutes an unincorporated charity.

Charity constitution

The Heatons Animal Rescue Group was founded in June 1998, and registered with the Charity Commission as an unincorporated charity. There are currently six trustees: our constitution sets out that there are a minimum of five and a maximum of eight.

Page 2

THE HEATONS ANIMAL RESCUE GROUP

REPORT OF THE TRUSTEES for the Year Ended 31 March 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

Decision making

All of the trustees are fully aware of their duties and obligations. Following appointment, they are trustees until they formally resign, and we constantly evaluate the skill set of existing board members so, if the opportunity arises, we can recruit to fill any gaps in knowledge and expertise.

We meet as a board once a quarter, and look at the financial status, the performance of sales in the shop, rehoming, the welfare of the cats, and any other key issues relating to progress against our set objectives. All decisions are made jointly after consultation. We communicate regularly outside these board meetings, and all trustees play an active part in our external fundraising activities. One of our trustees is a Veterinary Nurse, and was a former managing partner in our veterinary practice, so her input into planning the refurbished pens has been invaluable

Risk management

We have the following policies which are regularly updated:

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1072091

Principal address

406A Manchester Road Stockport Cheshire SK4 5BY

Trustees

A Bold Y Coutts A Wright S Blundell A Churchley A Rumble

Independent Examiner

Moss & Williamson Limited Chartered Accountants 3 Mellor Road Cheadle Hulme Stockport SK8 5AT

Approved by order of the board of trustees on 26 October 2025 and signed on its behalf by:

A Wright - Trustee

Page 3

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE HEATONS ANIMAL RESCUE GROUP

Independent examiner's report to the trustees of The Heatons Animal Rescue Group

I report to the charity trustees on my examination of the accounts of The Heatons Animal Rescue Group (the Trust) for the year ended 31 March 2025.

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

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

  3. 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.

Andrew E Booth FCA

Moss & Williamson Limited Chartered Accountants 3 Mellor Road Cheadle Hulme Stockport SK8 5AT

26 October 2025

Page 4

THE HEATONS ANIMAL RESCUE GROUP

STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 March 2025

2025
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
5,014
Other trading activities
2
73,788
Investment income
3
7,903
Total
86,705
EXPENDITURE ON
Charitable activities
Animal rescue and re-homing
164,939
NET INCOME/(EXPENDITURE)
(78,234)
RECONCILIATION OF FUNDS
Total funds brought forward
458,191
TOTAL FUNDS CARRIED FORWARD
379,957
2024
Total
funds
£
17,199
74,042
15,686
106,927
149,183
(42,256)
500,447
458,191

The notes form part of these financial statements

Page 5

THE HEATONS ANIMAL RESCUE GROUP

BALANCE SHEET

31 March 2025

2025
Unrestricted
fund
Notes
£
CURRENT ASSETS
Investments
7
265,067
Cash at bank
114,890
379,957
NET CURRENT ASSETS
379,957
TOTAL ASSETS LESS CURRENT
LIABILITIES
379,957
NET ASSETS
379,957
FUNDS
8
Unrestricted funds
379,957
TOTAL FUNDS
379,957
2024
Total
funds
£
261,786
196,405
458,191
458,191
458,191
458,191
458,191
458,191

The financial statements were approved by the Board of Trustees and authorised for issue on 26 October 2025 and were signed on its behalf by:

A Wright - Trustee

The notes form part of these financial statements

Page 6

THE HEATONS ANIMAL RESCUE GROUP

NOTES TO THE FINANCIAL STATEMENTS for the Year Ended 31 March 2025

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

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

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.

Pension costs and other post-retirement benefits

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

2. OTHER TRADING ACTIVITIES

Fundraising events
Shop, direct donations etc
2025
£
4,659
69,129
73,788
2024
£
2,754
71,288
74,042

Page 7

continued...

THE HEATONS ANIMAL RESCUE GROUP

NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2025

3. INVESTMENT INCOME

Deposit account interest
Curr asset inv income
Increase/(decrease) in investment value
TRUSTEES' REMUNERATION AND BENEFITS
Trustees' salaries
Trustees' social security
Trustees' pensions paid
2025
£
2,966
7,215
(2,278)
7,903
2025
£
38,223
1,986
927
41,136
2024
£
3,900
3,193
8,593
15,686
2024
£
33,228
1,277
1,053
35,558

4. TRUSTEES' REMUNERATION AND BENEFITS

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

5. STAFF COSTS

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

Admin and shop
No employees received emoluments in excess of £60,000.
6.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
INCOME AND ENDOWMENTS FROM
Donations and legacies
Other trading activities
Investment income
Total
EXPENDITURE ON
Charitable activities
Animal rescue and re-homing
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
2025
2024
7
7
Unrestricted
fund
£
17,199
74,042
15,686
106,927
149,183
(42,256)
500,447

Page 8

continued...

THE HEATONS ANIMAL RESCUE GROUP

NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2025

6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

TOTAL FUNDS CARRIED FORWARD
7.
CURRENT ASSET INVESTMENTS
Castlefield Investments
8.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
TOTAL FUNDS
Comparatives for movement in funds
Unrestricted funds
General fund
TOTAL FUNDS
At 1.4.24
£
458,191
458,191
Incoming
resources
£
86,705
86,705
At 1.4.23
£
500,447
500,447
2025
£
265,067
Net
movement
in funds
£
(78,234)
(78,234)
Resources
expended
£
(164,939)
(164,939)
Net
movement
in funds
£
(42,256)
(42,256)
Unrestricted
fund
£
458,191
2024
£
261,786
At
31.3.25
£
379,957
379,957
Movement
in funds
£
(78,234)
(78,234)
At
31.3.24
£
458,191
458,191

Page 9

continued...

THE HEATONS ANIMAL RESCUE GROUP

NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2025

8. MOVEMENT IN FUNDS - continued

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

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
106,927
106,927
Resources
Movement
expended
in funds
£
£
(149,183)
(42,256)
(149,183)
(42,256)

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
At 1.4.23
£
500,447
500,447
Net
movement
in funds
£
(120,490)
(120,490)
At
31.3.25
£
379,957
379,957

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
193,632
193,632
Resources
Movement
expended
in funds
£
£
(314,122)
(120,490)
(314,122)
(120,490)

9. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2025.

Page 10

THE HEATONS ANIMAL RESCUE GROUP

DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 March 2025

INCOME AND ENDOWMENTS
Donations and legacies
Gifts
Donations
Legacies
Other trading activities
Fundraising events
Shop, direct donations etc
Investment income
Deposit account interest
Curr asset inv income
Increase/(decrease) in investment value
Total incoming resources
EXPENDITURE
Charitable activities
Trustees' salaries
Trustees' social security
Trustees' pensions paid
Wages
Utilities
Vet fees
Cat food, meds & cleaning
Building maintenance & Ins
Support costs
Governance costs
Accountancy and legal fees
Investment charges
Total resources expended
Net expenditure
2025
£
(1)
4,564
451
5,014
4,659
69,129
73,788
2,966
7,215
(2,278)
7,903
86,705
38,223
1,986
927
30,481
8,430
42,408
21,250
18,138
161,843
1,440
1,656
3,096
164,939
(78,234)
2024
£
-
7,029
10,170
17,199
2,754
71,288
74,042
3,900
3,193
8,593
15,686
106,927
33,228
1,277
1,053
33,737
11,003
37,913
26,790
2,982
147,983
1,200
-
1,200
149,183
(42,256)

This page does not form part of the statutory financial statements

Page 11