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2024-03-31-accounts

Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

Charity Assist Accountants Ltd

Certified Public Accountants and Charity Independent Examiners

Unit 27 Batley Enterprise Centre

513 Bradford Road Batley West Yorkshire

WF17 8LL

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

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

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

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

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

Neighbourhood Action in Farnley, New Farnley & Moor Top
Income and Expenditure Accounts for the year ended 31[st] March 2024
Neighbourhood Action in Farnley, New Farnley & Moor Top
Income and Expenditure Accounts for the year ended 31[st] March 2024
Neighbourhood Action in Farnley, New Farnley & Moor Top
Income and Expenditure Accounts for the year ended 31[st] March 2024
Neighbourhood Action in Farnley, New Farnley & Moor Top
Income and Expenditure Accounts for the year ended 31[st] March 2024
Neighbourhood Action in Farnley, New Farnley & Moor Top
Income and Expenditure Accounts for the year ended 31[st] March 2024
Neighbourhood Action in Farnley, New Farnley & Moor Top
Income and Expenditure Accounts for the year ended 31[st] March 2024
Neighbourhood Action in Farnley, New Farnley & Moor Top
Income and Expenditure Accounts for the year ended 31[st] March 2024
Neighbourhood Action in Farnley, New Farnley & Moor Top
Income and Expenditure Accounts for the year ended 31[st] March 2024
Trustees' Annual Report for the period
From Period start date To Period end date
1st April 2023 31st March 2024

Section A Reference and administration details Neighbourhood Action In Farnley, New Farnley Charity name & Moor Top Other names charity is known by ~~——~~ Registered charity number (if any) 1110016 Charity's principal address 307 Lower Wortley Road Leeds Postcode LS12 4QA ~~——~~ Names of the charity trustees who manage the charity Trustee name 1 Diane Lynn Shipman 3 Christine Towler ~~ee~~

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

Section B Structure, governance and management

Description of the charity’s trusts

Section C Objects and activities

The objects of the charity are

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

  1. 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.

  2. 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.

  3. 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.

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

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, Pub Lunches, Shopping, Dementia Support Group, Befriending Project, 6-week classes.

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.

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

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 were 521 older people on our database at the end of March 2024, 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.

Our main achievements this year was to continue our groups and services at our usual high standard despite of the wide-reaching effects of Brexit and the rising economic challenges our members and the organisation itself faces.

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

Each new and existing Member Referral requires one or more home visits to assess their needs and suitability for our activities and subsequent work is done trying to find appropriate services, be that via Neighbourhood Action or through other agencies; 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 already substantial workload covered by a small staff team, 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. In total they gave around 900 hours last year. We recruited 2 new volunteers and 2 left, bringing the number of volunteers to 27 at the end of the year 2023/24. Staff and Volunteers participated in the following training: Food Safety Level 2, Intro to Web Design, Emergency First Aid at Work, Dementia Awareness.

Our partnership working is going from strength to strength; in 2023/24 we have successfully maintained existing bonds and established new ones to make the service for older people in this area more cohesive and accessible. Partners include: all West Leeds Neighbourhood Network Schemes, in particular Armley Helping Hands; Hawksworth Older People’s Services (HOPS) ; the Lower Wortley, New Farnley and Farnley Community Centres; Hawthorn Mill Assisted Housing Complex (Connect Housing); Housing Officers from Leeds Homes; staff from Farnley Academy and all local Councillors.

We still work closely with GP’s practices from Wortley Beck Medical Centre (Hawthorn and Whitehall), Thornton and Beechfield; Health practitioners, LINK Workers and Social Prescribers from Armley Moor Medical Centre. We have been getting many more referrals since the pilot for the Social Prescribing Scheme started in summer of 2023.

We added the Farnley Scout Hut to the venues we can utilise in our area and used it for 2 of our events after establishing this positive link with the 24[th] South West Leeds Scouts Group.

Sadly, this year we lost a couple of our long-standing volunteers: Ray Wicks and Dennis Harrison 38 members left the service having either passed away or moved out of the area. We gained 25 new Members.

There was no Student Placement this year.

The Organisation, as a whole, 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 even through these uncertain times of continuing financial austerity. Our prices have remained the same to reflect this, though we took the decision to raise the price of the

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

voluntary membership from £8 to £10. Even this increase barely covers the general rise in prices and costs to the charity.

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. Our main funder continues to be Leeds City Council Adult Social Care. Additionally, in 2023/24 we received or continued with grants and donations from: The Charles Brotherton Foundation, The Windmill Community Transport Trust, Leeds Convalescence Society, The West Leeds Household Fund, Friends of the Elderly and Oddfellows.

Section E Financial review ~~ee~~ 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

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

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 2024 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 / 2024.

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 2024

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:

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: Date: 07/01/2025 ~~—~~ Name: Abdul Qudeir Khan ~~pO~~ Relevant professional FMAAT qualification(s) or body FCPA (if any): Address: Unit 27, Batley Enterprise Centre 513 Bradford Road Batley

WF17 8LL

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

----- 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 01.04.23 To date 31.03.24
----- End of picture text -----

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

Guidance Note
S01
S02
S03
S04
S05
S06
S07
Expenditure (Notes 6)
Expenditure on:
S08
S09
S10
S11
S12
S13
Tax payable
S14
S15
Net gains/(losses) on
investments
S16
S17
Extraordinary items
S18
S19
S20
Other gains/(losses)
S21
S22
Reconciliation of
funds:
S23
S24
Net income/(expenditure) before tax for
the reporting period
Total
Recommended categories by activity
Income and endowments from:
Charitable activities
Total funds carried forward
Total
Net income/(expenditure) after tax
before investment gains/(losses)
Net income/(expenditure)
Transfers between funds
Other trading activities
Gains and losses on revaluation of fixed assets for the
charity’s own use
Charitable activities
Investments
Separate material expense item
Total funds brought forward
Raising funds
Separate material item of income
Other
Other
Donations and legacies
Income (Note 3)
Net movement in funds
Other recognised gains/(losses):
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
61,385 - - - 61,385 60,293
5,801 - - - 5,801 5,404
- - - - - -
- - - - - -
289 - - - 289 245
- - - - 272
67,475 - - - 67,475 66,214
5,699 - - 5,699 5,561
69,192 6,686 32 - 75,910 68,685
- - - - -
- - - - - 105
74,890 6,686 32 - 81,608 74,351
7,415
-
6,686
-
32
-
- 14,133
-
8,137
-
-
7,415
-
6,686
-
32
-
- 14,133
-
8,137
-
-
7,415
-
6,686
-
32
-
- 14,133
-
8,137
-
-
-
-
-
7,415
-
6,686
-
32
-
- 14,133
-
8,137
-
27,429 11,521 19,802 58,752 66,889
20,014 4,835 19,770 - 44,619 58,752

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

Section C Notes to the accounts (cont)

Separate
material item
of income
Other:
TOTAL INCO
Note 3
Donations
and
legacies:
Charitable
activities:
Income
Analysis of income
Unrestricted
funds
Unrestricted
designated
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£
£
Unrestricted
funds
Unrestricted
designated
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£
£
Unrestricted
funds
Unrestricted
designated
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£
£
Unrestricted
funds
Unrestricted
designated
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£
£
Unrestricted
funds
Unrestricted
designated
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£
£
Unrestricted
funds
Unrestricted
designated
Restricted
income
funds
Endowment
funds
Total funds
Prior year
£
£
Donations and gifts 870 11 881 990
Gift Aid -
Legacies -
General grants provided by government/other
charities
58,054 950 1,000 60,004 58,879
Membership subscriptions and sponsorships
which are in substance donations
500 500 424
Donated goods, facilities and services -
Other -
Total 59,424 961 1,000 - 61,385 60293
Coffe Morning 10 - 10 400
Farnley gentle exercise - 1,203 1,203 1,103
Friendly Friday - 1,782 1,782 1,280
Fundraising/events 947 - 947 690
Minibus - 479 479 389
New Farnley gentle exercise 815 - 815 1,190
Trips 565 - 565 352
Total 2,337 3,464 - - 5,801 5,404
Interest receivable 177 112 289 245
- - -
-
-
Total 177 112 - - 289 245
Bank interest -
Gain on disposal of a tangible fixed asset held
for charity's own use
-
Other - - 272
Total
ME
- - - - 272
61,938 4,537 1,000 - 67,475 66,214

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

Separate material
item of expense
Expenditure on
raising funds:
Note 6
Other
TOTAL EXPENDIT
Expenditure on
charitable
activities
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 -
Incurred seeking grants -
Rent collection, property repairs and
maintenance charges
5,699 5,699 5,561
-
Total expenditure on raising funds 5,699 - - 5,699 5,561
Accountancy fees 550 550 550
Activities expenses 266 - 266 862
Annual return 125 125 125
Bank charges 62 62 75
Employment costs 118 118 105
Entertainment costs 190 210 400 120
Equipment expensed 1,056 172 3 1,231 944
Exercise sessions 1,380 1,440 2,820 2,803
Friendly friday 11 - 11 -
Food 767 1,159 29 1,954 445
Hall hire 2,048 2,910 4,958 3,013
Independent examination 300 300 300
Insurance 544 544 741
Light and heat 2,201 2,201 1,932
Mileage expenses 42 42 116
Minibus costs 100 93 193 322
Office expenses 110 110 420
Payroll costs 432 432 -
Pension contributions 126 126 189
Printing, postage & stationery 2,151 2,151 1,359
Prizes 12 27 39
Refreshments 38 12 50 26
Staff cost 30 12 42
Subscriptions - 207 - 207 174
Subsistence 144 48 192 158
Telephone & Internet 4,298 - - 4,298 2,009
Transport 635 392 1,027 948
Staff training 144 - 144 82
Staff travel 410 5 415 291
Voluntary Action Leeds membership fees 25 25 -
Volunteers expenses 144 - 144 146
Volunteers travel 225 - 225 117
Wages 49,757 - - 49,757 50,106
Water 751 751 207
Total expenditure on charitable
activities
69,192 6,686 32 -
75,910
68,685
- -
- -
- -
Total - - - - -
Sundry - - 1
Other - - - 104
- -
Total other expenditure - - - - - 105
URE
74,890 6,686 32 - 81,608 74,351

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Neighbourhood Action in Farnley, New Farnley & Moor Top Income and Expenditure Accounts for the year ended 31[st] March 2024

Note 10 Details of certain types of expenditure Note 10 Details of certain types of expenditure Note 10 Details of certain types of expenditure Note 10 Details of certain types of expenditure 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 300 300
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 1,855 1,714 - -
Taxation and social security - -
Other creditors - -
Total 1,855 1,714 - -

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 26,782 26,559
Bank current account 19,549 33,667
Cash in hand 143 240
Total 46,474 60,466

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