2022-03-31-accounts - Neighbourhood Action In Farnley New Farnley And Moor Top

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Charity Assist Accountants Ltd

Certified Public Accountants and Charity Independent Examiners

Unit 27 Batley Enterprise Centre

513 Bradford Road Batley West Yorkshire

WF17 8LL

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Contents	Page
Basic information	3
Trustees’ annual report	4-9
Independent examiner's report on the accounts	10-11
Income and expenditure accounts	12-13
Notes	14-16

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Basic information

Address

307 Lower Wortley Road

Leeds

LS12 4QA

Bank

CAF Bank

25 Kings Hill Avenue

Kings Hill

MF19 4JQ

Accountants

Charity Assist Accountants Ltd

Unit 27 Batley Enterprise Centre 513 Bradford Road

Batley

WF17 8LL

Charity registration number

1110016

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2022	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2022	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2022	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2022	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2022	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2022	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2022	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2022

Trustees' Annual Report for the period
From	Period start date			To	Period end date
	1st	April	2021		31st	March	2022

Section A Reference and administration details

Charity name

Neighbourhood Action In Farnley, New Farnley & Moor Top

Other names charity is known by

Registered charity number (if any) 1110016

Charity's principal address	307 Lower Wortley Road	307 Lower Wortley Road
	Leeds

	Postcode	LS12 4QA

Names of the charity trustees who manage the charity

Trustee name

1 Ann Braviner 3 Diane Shipman

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Section B Structure, governance and management

Description of the charity’s trusts

Constitution adopted 20 December 2004
Type of governing document (eg. trust deed, constitution) Association
How the charity is constituted (eg. trust, association, company) Potential Trustees meet with the Chair and the Manager before
Trustee selection methods being invited to observe a Committee Meeting.
(eg. appointed by, elected by) New Trustees are appointed when required and to broaden the base of experience and skills available within the Committee. On appointment all new Trustees will receive any required training and an induction pack containing: a) publicity leaflet b) the latest annual accounts and annual review c) minutes of the latest Committee Meeting d) details of all Committee Members and Staff e) relevant Charity Commission publications and a copy of our Equality and Diversity policy

Section C Objects and activities

The objects of the charity are

Summary of the objects of the charity set out in its governing document

To provide for the public, particularly those who are elderly or have a learning disability or physical or sensory disability, in the Area of Benefit in the interest of social welfare, facilities for recreation and leisure-time occupation, for the purpose of relaxation and with the object of improving the condition of life of the said inhabitants.
To promote and protect the good health of the public, particularly those who are elderly or have a learning disability or physical or sensory disability, in the Area of Benefit.
To advance the education of the public, particularly those who are elderly or have a learning disability or physical or sensory disability, in the Area of Benefit by the provision of facilities for lifelong learning.

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Supporting the elderly to enable them to maintain their independence & health to combat social isolation and enhance their quality of life by providing groups, activities, signposting and one to one support. Current groups include: 2 x Gentle Exercise classes, Men's Group, Pub Lunches, Shopping, Coffee Morning, Healthy Eating Group, Dementia Support Group, Befriending Project, 6-week exercise class

Charity commission requires the trustees of a charity to:

Select suitable accounting policies, apply them consistently, make judgement and estimates that are reasonable and prudent;
• Prepare the financial statements on the going concern basis unless there is a reason to believe that the Association will not continue for the foreseeable future.

The Trustees are responsible for the keeping of proper accounting records, which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charity Act 2011. They are also responsible for safeguarding the assets of the association and hence to take reasonable steps for the prevention and detection of fraud and other irregularities.

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Section D Achievements and performance

The areas covered by Neighbourhood Action are part urban, which includes a nationally recognised Super Output (deprived) area, and many rural and wide-spread locations with a mixture of social and private housing. 10% of our members live in the Super Output Area. There are 545 older people on our database to date, of which a third are active members and regular attendees of our activities. We also provide indirect support to their families, Carers and friends.

2021/22 continued to bring fresh challenges to our organisation, which could still be attributed to the Covid-19 pandemic. As usual, Neighbourhood Action staff were flexible in the response to ever-changing legislation and restrictions, having to ensure that all Covid-19 rules were followed to keep staff and members safe. All staff members agreed to have all Covid-19 immunisation available.

A lot of hard work was done ‘behind the scenes’ to follow correct procedure and to simultaneously ‘return the organisation to normal’. Luckily, we laid the foundations to a closer, more personal contact with all our members and their families during 2020/21, which could then be used in going forward in ’21-’22. We now experience a higher level of trust from our members to provide quality services, especially when the circumstances for a lot of our members had changed.

We also noticed an increasing uptake in certain areas of our services, such as referrals, home visiting and access to living aids, shortly after the end of restrictions.

At the beginning of 2021 the office working hours had gone back to normal, all throughout the year the groups still had to be suspended due to staff absences, external agencies’ service suspensions or perceived Health & Safety risks. Members were slow to return to the groups, having lost confidence and mobility over the long period of time spent in isolation and having to be careful about going out, using public transport and being in a bigger group setting.

When the third lockdown finished, we staggered the re-opening of the groups:

‘Friendly Fridays’ Memory Loss Support Group: 6 members attended in April’21 rising to 11 members in March ’22. The decision to re-open this group first was made in order to return some routine and social contact to the members with memory loss and also to alleviate the pressure on the carers/relatives. Unfortunately, the Access Bus, who had provided the door-to-door transport before lockdown, was not back in service.
New Farnley Gentle Exercise: 5 members attended in June ’21; 11 in March ‘22
Farnley Gentle Exercise: 10 members attended in July ’21 remaining steady with 11 by March ‘22
Farnley Coffee Morning restarted in November ’21 with 2 new volunteers and average 6 members weekly.
Coach Trip: The first Coach trip in 20 months took 42 people and 3 staff members to Southport in September 21 and was very much enjoyed by all.
The Monthly Minibus trip resumed in November’21 with a pub lunch outing, with 10 members attending each month (except December ’21).
We held 2 events throughout the year- the Digital Drop-In and Jigsaw Sale was attended by 16 people and the Christmas Party, the first in 2 years, was enjoyed by 34.

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

The Zoom Quiz group continued to meet almost every Wednesday, with an average of 8 participants taking it in turn to set questions.
The Digital Inclusion work picked up when staff were able to visit members in their homes or they were able to visit the office, where a weekly Digital Drop-In was held. In total 61 digital issues have been resolved, sometimes each taking more than one session. In May 2021 we conducted a survey to establish how many of our members have access to the internet and in October Neighbourhood Action held specific DropIn sessions as part of Digital Inclusion Week.
211 home visits were carried out throughout the year.
As well as producing and distributing our own quarterly newsletter, we regularly delivered the monthly Shine magazines to around 50 members for all 12 issues.

As the immediate need dwindled, both the Telephone Support service and the individual Shopping Service were scaled down with the re-opening of the groups, to free staff members’ time. These two services had provided a lifeline to all members during lockdown. We still contact many members by phone throughout the working week and arrange shopping if it is deemed necessary.

A decision was made to not re-start the Healthy Eating group in its pre-Covid format, as it relied heavily on very committed volunteers. Zoom Bingo was stopped once members were free and able to go to face-to-face Bingo groups, available throughout the community.

As with our members, the circumstances of many of our older volunteer (28 in total) have changed, wanting to reduce the amount of time they donate, mainly due to age and health concerns. During this year 2 new Volunteers were recruited and one of our Volunteers completed their Emergency First Aid at Work training.

One member of staff refreshed their MiDAS (minibus driving) certificate and another completed a course with Trading Standards.

Partnership working continues to be a big part of our work, whether it be with statutory organisations and agencies or small community groups and other Neighbourhood Network Schemes. Many of the meetings have slowly returned into a face-to-face setting, though many remain online on Zoom meetings. We regularly publish information on partner organisation activities if it is in the interest of our members, either on our Facebook Page, on email or in the quarterly newsletter. The Staff Team attended the Neighbourhood Network Skill Sharing Zoom meetings run by Ali Kaye from Leeds Older People’s Forum and the Digital Working Group Zoom meetings monthly, as well as attending Zoom workshops, meetings and training sessions with existing partnerships of both statutory and voluntary agencies within our area.

Sadly, 27 members left the service having either passed away or moved out of the area. We gained 36 new Members, of which a third appeared to experience memory loss at that time.

There was no Student Placement this year.

Overall, 2021/22 remained challenging, due to our members’ individual situations and needs changing as a direct outcome of having been socially isolated for such a long time. As an Organisation on a whole, we continued to demonstrate our resilience, flexibility and inventiveness, working individually as a Scheme for the older people of our geographical areas, as well as such working in partnership with the citywide provision for older people in Leeds in a time of such crisis.

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

The Trustees and Management Committee are very grateful for the contribution the Staff and Volunteers make on a daily basis and for their ongoing commitment in maintaining a quality service to older people, their families and other members of the community, where relevant, especially throughout the Covid-19 pandemic.

Funders

We would like to thank all our funders - their contributions allow us to carry on helping older people, including the more vulnerable ones in our communities, to access and receive the support they need. As usual, our main funder is Leeds City Council Adult Social Care. Additionally, in 2021/22 we received or continued with grants from: The Charles Brotherton Foundation, The Windmill Community Transport Trust, The Co-op Local Community Fund, Public Health, LOPF NN Digital Fund, The Allen Lane Foundation, The Sobell Trust, Leeds Outer West Covid Response Fund.

Section E Financial review

The charity holds £15,000 in reserve in case of an emergency expense Brief statement of the and to cover running costs. charity’s policy on reserves

Section F Declaration

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Neighbourhood Action In Farnley, New Farnley & Moor Top members of

On accounts for the year 31[st] March 2022 Charity no 1110016 ended (if any) Set out on pages 12-13

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 03 / 2022.

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 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.

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Independent

examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) 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
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.

Signed: A Q Khan Date: 27/12/2022 Name: Abdul Qudeir Khan Relevant professional FMAAT qualification(s) or body FCPA (if any): Address: Unit 27, Batley Enterprise Centre 513 Bradford Road Batley

WF17 8LL

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

----- Start of picture text -----
Charity Name Charity No 1110016
Neighbourhood Action In Farnley, New
Farnley & Moor Top
Annual accounts for the period
Period end
Period start date 01.04.21 To date 31.03.22
----- End of picture text -----

Section A Statement of financial activities (including summary income and expenditure account)

Unrestricted funds Unrestricted designated Restricted income funds Endowment funds Total funds Prior year funds (restated) £ £ £ £ £ F01 F02 F03 F04 F05 F06	Unrestricted funds Unrestricted designated Restricted income funds Endowment funds Total funds Prior year funds (restated) £ £ £ £ £ F01 F02 F03 F04 F05 F06	Unrestricted funds Unrestricted designated Restricted income funds Endowment funds Total funds Prior year funds (restated) £ £ £ £ £ F01 F02 F03 F04 F05 F06	Unrestricted funds Unrestricted designated Restricted income funds Endowment funds Total funds Prior year funds (restated) £ £ £ £ £ F01 F02 F03 F04 F05 F06	Unrestricted funds Unrestricted designated Restricted income funds Endowment funds Total funds Prior year funds (restated) £ £ £ £ £ F01 F02 F03 F04 F05 F06	Unrestricted funds Unrestricted designated Restricted income funds Endowment funds Total funds Prior year funds (restated) £ £ £ £ £ F01 F02 F03 F04 F05 F06
63,856	-	5,625	-	69,481	83,255
-	4,723	-	-	4,723	446
-	-	-	-	-	-
-	-	-	-	-	-
-		-	-	-	-
-		-	-	-	232
63,856	4,723	5,625	-	74,204	83,933

5,400		-	-	5,400	5,655
57,676	4,124	-	-	61,800	54,782
-		-	-	-	-
85		-	-	85	104
63,161	4,124	-	-	67,285	60,541

695	599	5,625	-	6,919	23,392
				-
695	599	5,625	-	6,919	23,392
				-
695	599	5,625	-	6,919	23,392
				-
				-

				-
				-
695	599	5,625	-	6,919	23,392

31,310	12,991	15,596		59,897	36,505
32,005	13,590	21,221	-	66,816	59,897

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Charity Name Charity No 1110016 Neighbourhood Action In Farnley New Farnley & Moor Top

Section B Balance sheet

Unrestricted funds Unrestricted designated Restricted income funds £ £ F01 F02	Unrestricted funds Unrestricted designated Restricted income funds £ £ F01 F02	Unrestricted funds Unrestricted designated Restricted income funds £ £ F01 F02	Endowment funds £ F03	Total this year £ F04	Total last year (restated) £ F05
				-	-
-				-	-
				-	-
				-	-
-		-	-	-	-

-				-	-
-				-	-
				-
33,569	13,590	21,221		68,380	60,297
33,569	13,590	21,221	-	68,380	60,297

1,564				1,564	400

32,005	13,590	21,221	-	66,816	59,897

32,005	13,590	21,221	-	66,816	59,897

-				-	-
-		-	-	-	-

32,005	13,590	21,221	-	66,816	59,897

-				-	-
		21,221	-	21,221	15,596
32,005				32,005	31,310
				13,590	12,991
				-
32,005	13,590	21,221	-	66,816	59,897

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Section C	Notes to the a	ccounts (cont)	ccounts (cont)	ccounts (cont)	ccounts (cont)	ccounts (cont)	ccounts (cont)
Other: Charitable activities: TOTAL INCO Note 3 Donations and legacies:	Income Analysis of income	Unrestricted funds Unrestricted designated Restricted income funds Endowment funds Total funds Prior year £ £ 322 322520 - - 62,867 5,625 68,49282,375 667 667 360 - - 63,856 5,625 -69,481 83255 -98 98 -918 918217 -1,560 1,560229 -427 427 - 136 136 -1,154 1,154 -430 430 - 4,723 - -4,723 446 - 232 - - - - 232 63,856 4,723 5,625 -74,204 83,933
	Donations and gifts	322				322	520
	Gift Aid					-
	Legacies					-
	General grants provided by government/other charities	62,867		5,625		68,492	82,375
	Membership subscriptions and sponsorships which are in substance donations	667				667	360
	Donated goods, facilities and services					-
	Other					-
	Total	63,856		5,625	-	69,481	83255
	Coffe Morning	-	98			98
	Farnley gentle exercise	-	918			918	217
	Friendly Friday	-	1,560			1,560	229
	Fundraising/events	-	427			427
	Minibus	-	136			136
	New Farnley gentle exercise	-	1,154			1,154
	Trips	-	430			430
	Total	-	4,723	-	-	4,723	446
	Bank interest					-	232
	Total ME	-		-	-	-	232
		63,856	4,723	5,625	-	74,204	83,933

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Note 6 Expenditure

Analysis of expenditure	Unrestricted funds Unrestricted desgnated Restricted income funds Endowment funds Total funds Prior year (restated) £ £	Unrestricted funds Unrestricted desgnated Restricted income funds Endowment funds Total funds Prior year (restated) £ £	Unrestricted funds Unrestricted desgnated Restricted income funds Endowment funds Total funds Prior year (restated) £ £	Unrestricted funds Unrestricted desgnated Restricted income funds Endowment funds Total funds Prior year (restated) £ £	Unrestricted funds Unrestricted desgnated Restricted income funds Endowment funds Total funds Prior year (restated) £ £	Unrestricted funds Unrestricted desgnated Restricted income funds Endowment funds Total funds Prior year (restated) £ £
Incurred seeking donations	-				-	-
Incurred seeking legacies					-
Rent collection, property repairs and maintenance charges	5,400				5,400	5,655
					-
Total expenditure on raising funds	5,400		-	-	5,400	5,655

Accountancy fees	475				475	-
Activities expenses		1,154			1,154	1,803
Annual return	100				100	-
Bank charges	96				96	-
Christmas expenses	150				150	-
DBS checks	29				29	-
Employment costs	59				59	246
Entertainment costs	40				40	-
Equipment expensed	176				176	411
Events	56				56	-
Exercise sessions		2,835			2,835	-
Fire protection services	124				124	-
Friendly friday		135			135	-
Hall hire	811				811	-
Independent examination	250				250	400
Insurance	757				757	726
Light and heat	1,318				1,318	1,211
Mileage expenses	104				104	-
Minibus costs	245				245	-
Office expenses	276				276	71
Payroll costs	614				614	513
Printing, postage & stationery	1,858				1,858	1,313
Subscriptions	258				258	-
Subsistence	39				39	-
Telephone & Internet	1,644				1,644	1,250
Staff training	77				77	99
Staff travel	776				776	222
Ukraine donation	50				50	-
Voluntary Action Leeds membership fees	35				35	-
Volunteers expenses	153				153	348
Wages	46,955				46,955	46,169
Water	151				151	-
Total expenditure on charitable activities	57,676	4,124	-	-	61,800	54,782

Sundry	85				85	104
Total other expenditure	85	-	-	-	85	104
URE
	63,161	4,124	-	-	67,285	60,541

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2022

Note 10 Details of certain types of expenditure

Note 10.1 Fees for examination of the accounts
*Please provide details of the amount paid for any statutory external scrutiny of* *accounts and other services provided by your independent examiner. If nothing* *was paid please enter '0' in the appropriate box(es).*
	This year	Last year
	£	£
Independent examiner’s fees	250	400
Assurance services other than independent examination
Tax advisory fees
Other fees (for example: financial advice, consultancy, accountancy services) paid to the independent examiner

Note 20 Creditors and accruals

20.1 Analysis of creditors

20.1 Analysis of creditors
	Amounts falling due		Amounts falling due after
	within oneyear		more than oneyear
	This year	Last year	This year	Last year
	£	£	£	£
Accruals for grants payable
Bank loans and overdrafts
Trade creditors
Payments received on account for contracts
or performance-related grants
Accruals and deferred income	1,564	400	-	-
Taxation and social security	-	-
Other creditors	-	-
Total	1,564	400	-	-

Note 24 Cash at bank and in hand

Note 24 Cash at bank and in hand
	This year	Last year
	£	£
Short term cash investments (less than 3 months maturity date)	-	-
Bank savings account	26,301	21,301
Bank current account	41,898	38,925
Cash in hand	181	71
Total	68,380	60,297