2023-03-31-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 2023

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 2023

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 2023

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 2023

Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2023	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2023	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2023	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2023	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2023	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2023	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2023	Neighbourhood Action in Farnley, New Farnley & Moor Top ome and Expenditure Accounts for the year ended 31st March 2023

Trustees' Annual Report for the period
From	Period start date			To	Period end date
	1st	April	2022		31st	March	2023

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	307 Lower Wortley Road

Leeds

Postcode	LS12 4QA

Names of the charity trustees who manage the charity

Trustee name

1 Ann Braviner 2 Diane Shipman 3 Christine Towler

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2023

Section B Structure, governance and management

Description of the charity’s trusts

Standard registration :15 June 2005
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 older 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 older 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 older 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 2023

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 older 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 2023

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 541 older people on our database at the end of March 2023, of which a third are active members and regular attendees of our activities. We also provide direct and indirect support to their families, carers and friends.

With Covid restrictions over, the vaccination programme in full swing and the memory of the last 2 years slowly fading, our organisational schedule was getting back on track in 2022/23. All our groups returned to their regular slot and remained running continually throughout the year, apart from a few staff and volunteer absences.

‘Friendly Fridays’ Memory Loss Support Group: A memory loss support group with a light lunch and activities /speakers with free transport provided by the Leeds access bus. Every Friday for 2.5 hours (30 weeks in 2022/23) average attendance 8; on register 12.
New Farnley Gentle Exercise: An instructor-led, chair-based exercise group, 1 hour activity with a social afterwards. Every Wednesday (45 weeks in 2022/23) average attendance 6; on register 12.
Farnley Gentle Exercise: Same format as New Farnley above. Every Thursday (42 weeks in 2022/23) average attendance 7; on register 16
The Zoom Quiz group continued to meet almost every Wednesday, with an average of 6 participants taking it in turn to set questions.
Farnley Coffee Morning: A volunteer-led 2-hour drop-in session where members can have breakfast & chat. Every Friday (38 weeks in 2022/23) average attendance 5 . In February 2023 the main volunteer had to step down due to illness and the activity was suspended until further notice.
The Pub Lunch minibus outing occurred 6 times during the year with an average of 11 Members enjoying a door-to-door drive out to a pub within a 10-mile radius.
The annual coach trip took 26 members to Durham.
We held 3 events throughout the year- the Easter Coffee Morning (attendance 21), the fantastic Queen’s Jubilee Celebration (attendance 61) and the annual Christmas Party (attendance 31).
The AGM was held on 29[th] June 2022 in a face-to-face setting in a community centre, 25 members of the community attended.
Following on from her performance of Indian Dance at the Annual General Meeting, Minoti Parikh led a 5-week course on Mindfulness through Indian Dance for an average of 5 attendees, with 8 people showing interest initially.
The Digital Inclusion work slowed down again after people were able to go out as before the pandemic, though we still have an average of 1 minor enquiry per week. 17 one-to-one sessions were conducted throughout the year, either in their own homes or in the office.
As well as producing and distributing our own quarterly newsletter, which goes out to every household in our membership, we regularly delivered all 4 issues of the Shine magazines to around 80 members.
158 home visits were carried throughout the year.

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2023

Each new and existing member referral requires one or more home visits to assess their needs and suitability for our activities and subsequent is done trying to find appropriate services, through Neighbourhood Action or other agencies, as ensuring the physical and mental wellbeing of the older person is our main priority.

Many of our existing Members, who in the past have not been ‘active’, have started accessing services, due to changes in circumstances, health and economics, increasing our heavy workload covered by staff members, who are all part-time, totalling 67 hours per week.

Our Volunteers continue to play a major part in our organisation, without them we would not be able to regularly and continually provide the activities that we do. We have a core of very dedicated volunteers with many others giving their time on an ad hoc basis, though all of them are DBS checked. We recruited 1 new volunteer and 2 left, bringing the number of volunteers to 26 at the end of the year 2022/23.

Staff and volunteers participated in the following training: Food Safety Level 2, End of Life Care and Advocacy.

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, prioritising projects which take place within the physical community, rather than the virtual one.

We helped 10 people without access to the internet with online queries such as council tax and energy bills rebate and referrals to money buddies’ schemes for energy and supermarket food vouchers.

We enabled some of our members to participate in the ‘1001 Stories’ project, which is a collaboration between The Performance Ensemble, Leeds Playhouse, LEEDS 2023, Leeds Museums and Galleries and Leeds Older People’s Forum, collecting stories from older people.

We added another community hall to our regular venues, supporting and utilizing more of the few venues we have in our areas, but, unfortunately, the building is now closed to community usage.

Sadly, this year we lost quite a few of the members who joined Neighbourhood Action at the very beginning or were instrumental in its inception, including Ann Braviner, one of our Trustees and long-serving volunteer. 30 members left the service having either passed away or moved out of the area. We gained 14 new Members. There was no student placement this year.

As an organisation, 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 working in partnership with the citywide provision for older people in Leeds, in these uncertain times of financial austerity. Our prices have remained the same to reflect this.

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.

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, Leeds Convalescence Society, The Allen Lane Foundation (y2) and The Co-op Community Fund.

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2023

At the end of 2022/23 we received notice that the core funding from Leeds City Council Adult Social Care is being extended, which gives us further financial stability for another 2 years.

Section E Financial review

Brief statement of the charity’s policy on reserves

The charity holds £15,000 in reserve in case of an emergency expense and to cover running costs.

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2023

----- Start of picture text -----
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 2023 Charity no 1110016
ended (if any)
Set out on pages 12-13
----- End of picture text -----

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 03 / 2023.

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.

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2023

----- 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 01.04.22 To date 31.03.23
----- 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
59,793	500	-	-	60,293	69,481
3,383	2,021	-	-	5,404	4,723
-	-	-	-	-	-
-	-	-	-	-	-
123	121	-	-	244	-
272		-	-	272	-
63,571	2,642	-	-	66,213	74,204

5,561		-	-	5,561	5,400
62,561	4,705	1,419	-	68,685	61,800
-		-	-	-	-
98	6	-	-	104	86
68,219	4,712	1,419	-	74,350	67,286

4,649 -	2,069 -	1,419 -	-	8,137 -	6,918
				-
4,649 -	2,069 -	1,419 -	-	8,137 -	6,918
				-
4,649 -	2,069 -	1,419 -	-	8,137 -	6,918
				-
				-

				-
				-
4,649 -	2,069 -	1,419 -	-	8,137 -	6,918

32,078	13,590	21,221		66,889	59,971
27,429	11,521	19,802	-	58,752	66,889

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2023

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

Section B

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
				-	-
-				-	-
				-	-
				-	-
-		-	-	-	-

-				-	-
-				-	-
				-
29,143	11,521	19,802		60,466	68,453
29,143	11,521	19,802	-	60,466	68,453

1,714				1,714	1,564

27,429	11,521	19,802	-	58,752	66,889

27,429	11,521	19,802	-	58,752	66,889

-				-	-
-		-	-	-	-

27,429	11,521	19,802	-	58,752	66,889

-				-	-
		19,802	-	19,802	21,221
27,429				27,429	32,078
				11,521	13,590
				-
27,429	11,521	19,802	-	58,752	66,889

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2023

Section C	Notes to the a	ccounts (cont)	ccounts (cont)	ccounts (cont)	ccounts (cont)	ccounts (cont)	ccounts (cont)
Other: Note 3 Donations and legacies: Charitable activities: TOTAL INCO Separate material item of income	Income Analysis of income	Unrestricted funds Unrestricted designated Restricted income funds Endowment funds Total funds Prior year £ £ 990 990 322 - - 58,379 500 - 58,879 68,492 424 424 667 - - 59,793 500 - -60,293 69481 400 - 400 98 1,103 - 1,103 918 -1,280 1,280 1,560 690 - 690 427 -389 389 136 1,190 - 1,190 1,154 -352 352430 3,383 2,021 - -5,404 4,723 123 121 244 - - - - - 123 121 - - 244 - 272 272 272 - - 272 - 63,5712,642 - -66,213 74,204
	Donations and gifts	990				990	322
	GiftAid					-
	Legacies					-
	General grants provided by government/other charities	58,379	500	-		58,879	68,492
	Membership subscriptions and sponsorships which are in substance donations	424				424	667
	Donated goods, facilities and services					-
	Other					-
	Total	59,793	500	-	-	60,293	69481
	Coffe Morning	400	-			400	98
	Farnley gentle exercise	1,103	-			1,103	918
	Friendly Friday	-	1,280			1,280	1,560
	Fundraising/events	690	-			690	427
	Minibus	-	389			389	136
	New Farnley gentle exercise	1,190	-			1,190	1,154
	Trips	-	352			352	430
	Total	3,383	2,021	-	-	5,404	4,723
	Interest receivable	123	121			244	-
		-				-	-
						-
	Total	123	121	-	-	244	-
	Other	272				272
	Total ME	272		-	-	272	-
		63,571	2,642	-	-	66,213	74,204

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2023

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	5,561				5,561	5,400
					-
Total expenditure on raising funds	5,561		-	-	5,561	5,400

Accountancy fees	550				550	475
Activities expenses	69	793			862	1,154
Annual return	125				125	100
Bank charges	75				75	96
Christmas	-				-	150
DBS checks	-				-	29
Employment costs	105				105	59
Entertainment costs	60	60			120	40
Equipment expensed	199	206	539		944	176
Events	-				-	56
Exercise sessions	2,800	3			2,803	2,835
Fire protection services	-				-	124
Friendly friday	-	-			-	135
Food	-	445			445
Hall hire	2,373	640			3,013	811
Independent examination	300				300	250
Insurance	741				741	757
Light and heat	1,932				1,932	1,318
Mileage expenses	116				116	104
Minibus costs	-	322			322	245
Office expenses	420				420	276
Payroll costs	-				-	614
Pension contributions	189				189
Printing, postage & stationery	1,359				1,359	1,858
Refreshments	8	18			26
Subscriptions	-	-	174		174	258
Subsistence	86	72			158	39
Telephone & Internet	1,953	-	56		2,009	1,644
Transport	-	948			948
Staff training	29	53			82	77
Staff travel	291				291	776
Ukraine donation	-				-	50
Voluntary Action Leeds membership fees	-				-	35
Volunteers expenses	140	6			146	153
Volunteers travel	106	11			117
Wages	48,328	1,128	650		50,106	46,955
Water	207				207	151
Total expenditure on charitable activities	62,561	4,705	1,419	-	68,685	61,800

Sundry	-				-	86
Other	98	6			104
Total other expenditure	98	6	-	-	104	86
URE
	68,219	4,712	1,419	-	74,350	67,286

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2023

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	300	250
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

	Amounts falling due	Amounts falling due	Amounts falling due after	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	1,714	1,564	-	-
Taxation and social security	-	-
Other creditors	-	-
Total	1,714	1,564	-	-

Note 24 Cash at bank and in hand

Note 24 Cash at bank and in hand
	This year	Last year
		(restated)
	£	£
Short term cash investments (less than 3 months maturity date)	-	-
Bank savings account	26,559	26,374
Bank current account	33,667	41,898
Cash in hand	240	181
Total	60,466	68,453