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2021-08-31-accounts

Registered number: 05531622 Charity number: 1112225

Netherley Youth & Community Initiative Limted INDEPENDENTLY EXAMINED ACCOUNTS FOR THE YEAR ENDED 31/08/2021

Prepared By:

Harvey Guinan LLP Chartered Certified Accountants 310/311 Vanilla Factory 39 Fleet Street Liverpool Merseyside L1 4AR

Netherley Youth & Community Initiative Limted

FINANCIAL STATEMENTS FOR THE YEAR ENDED 31/08/2021

TRUSTEES

Rachel Ellison Carol Connor Carl Whitworth Councillor Ruth Bennett Susan Fletcher Mark Ord Father Stephen Pritchard Joe Nixon(resigned 20/04/2020) Ruth Bennett Leanne Kelly (resigned 25/04/2017) Stephen Lewis (resigned 25/04/2017) Debra Cannon (appointed 10 November 2020)

SECRETARY

Carol Connor

REGISTERED OFFICE

St Gregorys Church Hall 41 Damson Road Liverpool Merseyside L27 8XR

COMPANY NUMBER

05531622

CHARITY NUMBER 1112225

BANKERS

Santander, HSBC

INDEPENDENT EXAMINER Julie Guinan FCCA

Harvey Guinan LLP Chartered Certified Accountants 310/311 Vanilla Factory 39 Fleet Street

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Netherley Youth & Community Initiative Limted

FINANCIAL STATEMENTS FOR THE YEAR ENDED 31/08/2021

Liverpool Merseyside L1 4AR

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Netherley Youth & Community Initiative Limted

ACCOUNTS FOR THE YEAR ENDED 31/08/2021

CONTENTS
Page
Report of the Trustees 4
Independent Examiner's Statement 10
Statement of Financial Activities 12
Balance Sheet 13
Notes to the Accounts 14 to 24
Detailed Statement of Financial Activities 25

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Netherley Youth & Community Initiative Limted

FOR THE YEAR ENDED 31/08/2021

TRUSTEES' REPORT

The trustees present their report and accounts for the year ended 31/08/2021

The accounts are prepared to meet the requirements for a directors' report and accounts for Companies Act purposes.

Company information set out on page 1 forms part of this report. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity's trust deed, the Companies Act 2006, the Charities Act 2011 and the Statement of Recommended Practice: Accounting and Reporting by Charities applicable to charities preparing their accounts with the Financial Reporting Standard applicable in the UK and Republic of Ireland FRS 102 (effective 1 January 2015).

PRINCIPAL ACTIVITIES

The principal activity of the charity in the year under review was general charitable purposes for the benefit of the community of Netherley .

STRUCTURE GOVERNANCE AND MANAGEMENT

The organistaion is a charitable company limited by guarantee (registered in England and Wales, No. 05531622) incorporated on 9th August 2005 and was registered as a charity (number 1112225) on 22nd November 2005.

The company was established under a Memorandum of Association which established the objects and powers of the company and is governed by its Articles of Association.

The organisation's board of trustees are also its directors. Members are elected at the Annual General Meetings of the members of the council, with casual vacancies being filled, as required, by the Board of Trustees in accordance with the Articles of Association.

Netherley Youth & Community Initiative Limited (Formerly known as St Gregory's Youth & Community Initiative) is managed and governed by a management committee, consisting of trustees and a number of advisers and staff members. The management committee plans to meet bi-monthly, with additional meetings as and when required, and agenda items include finance, health & safety and staff reports.

OBJECTIVES AND ACTIVITIES

The organisation was established to promote general charitable purposes for the benefit of the community of Netherley, Liverpool and to provide facilities for education or in the interests of social welfare for the recreation or other leisure time occupation of persons who have need of such facilities by reason of their youth, age, infirmity, financial hardship or social circumstances with the object of improving their conditions of life.

In considering the objectivies and activities, the Trustees have considered Charity Commission guidance on Public Benefit to ensure that the organisation is meeting its Public Benefit requirements and delivering access to all.

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Netherley Youth & Community Initiative Limted

FOR THE YEAR ENDED 31/08/2021

TRUSTEES' REPORT

PUBLIC BENEFIT

In shaping the objectives and planning activities the Charity has given careful consideration to the Charity Commission Guidance on Public Benefit and ensuring that its activities are accessible to all and it applies equal opportunities at every level.

ACHIEVEMENTS AND PERFORMANCE

Netherley Youth and Community Initiative is based in the centre of the Netherley estate and has been at the heart of the community tackling poverty, antisocial behaviour, and crime. The majority of service users struggle financially and are coping with a variety of disadvantages. NY&CI have a brilliant team of staff and volunteers providing excellent work and have established many years of success in supporting families. Building a good reputation, delivering services over the years in making a difference we provide invaluable support and signposting services to alleviate and address issues due to circumstances and disadvantage.

We have adopted and implemented an open-door policy providing instant access, which ensures that we address people's needs and issues as and when they arise.

NY&CI has successfully delivered services to support family needs liaising with other agencies in the area. The NY&CI Manager chairs the Bellevale Forum a multi agency network that coordinates services for the community in order to deliver the highest quality of service to those in need of support in our community.

NY&CI continues to offer educational and recreational courses to the local community enabling people to improve themselves academically and to acquire new skills and increase their wellbeing.

The Morgan Foundation generously supported us in 2017 with a brand new 17-seater Vauxhall Movano Minibus to enable us to offer opportunities of Breakfast and Afterschool pick-ups, residential breaks and trips for the children during half-terms. This resource continues to enable the Charity to provide essential support to local families particularly young people.

The gardening programme continued increasing people's skills in horticulture and provides opportunity for growing fruit and vegetables. Tackling hunger is a key activity and the Food Bank has been fully accessible throughout the year and has been an essential service and support to families during Covid-19. .

NY&CI is a hub with so many resources and sign-posting services for families coping with debt, housing issues, addiction and domestic violence. NY&CI have become integral to this area and offer a strong foundation to support vulnerable families.

NY&CI provides a breakfast and after school club, holiday club and playschemes, educational and recreational courses, trips out, youth club activities, access to equipment including bikes for health and wellbeing and encouraging a healthy active lifestye, an onsite gym, gardening and growing activities, a Food Bank open 5 days per week, a Pantry Bus Service that commenced in 2020-2021 that was extremely well used and a Swap shop.

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Netherley Youth & Community Initiative Limted

FOR THE YEAR ENDED 31/08/2021

TRUSTEES' REPORT

The charity and the community it serves have been impacted by Covid. Lockdown restrictions have meant that some face to face delivery activities were curtailed for a time but we are pleased that our key funders have provided covid funding support to enable us to deliver our usual breakfast and after school clubs, holiday clubs, playschemes, educational and recreational activities. Through the very generous support of our funders we have been able to support people throughout the pandemic by staying open, following covid-safe procedures and practices, providing essential support and services such as the food bank and the pantry bus.

NY&CI delivers these vital services to the community all under one roof, making it easier for the families to access support.

NY&CI reaches out to families at grass roots level enriching their lives by providing a wide range of essential vital services to many in our community who are tackling disadvantage today.

We are once again grateful to all our Funders who enable us to provide life enriching services to our community thereby improving the quality of life for all those living in the area.

CHAIRS REVIEW

All charities have faced multiple challenges caused by the rapid changes in society brought about by Covid-19. The lockdowns in both 2020 and 2021, the various tiers of restrictions and managed relaxation of constraint have made life difficult for Trustees, Managers, Staff and Volunteers. At Netherley Youth & Community Initiative such adversity was shouldered because of the overwhelming desire and eagerness of everybody involved to mitigate the hardship faced by the families which this charity supports in Belle Vale ward.

However, the strategic support and encouragement of key funders such as the Steve Morgan Foundation and Henry Smith Charity directly helping Netherley Youth & Community Initiative to respond to very changing needs in the community has brought about lasting legacies in the diversity of services provided and the way in which the charity operates and moving forward, the experiences in the past year have raised the organisation's capacity to serve and potential for growth.

The major growth area has been in the charity's role as a food distributor – initially through a mobile service when required but now as a centre for affordable and nutritious food supplies in the heart of Netherley.

The world post-Covid is not the same as society in March 2020 and social isolation, anxiety, mental illness and challenges to employability have certainly epitomised the needs of the community in 2021. The charity has sought to provide a wide range of services supporting families and offering poverty-relief, educational and recreational support to reach all ages and sections of the community.

The services provided to children through breakfast clubs create a safety net in an area of significant deprivation ensuring young children do not attend school hungry or having consumed unhealthy foods building up future problems with obesity. The contribution which this service makes to positive school attendance should not be underestimated in an area of protracted and inter-generational educational under-performance. The critical importance of safe amenities and facilities for play has been manifest as children have virtually had to relearn the nuances of social interaction after the isolation of lockdowns. The welcome provision of vacations to Yorkshire and other excursions has proven invaluable to the social reablement of many children and young people. Netherley Youth & Community Initiative has also recognised not only that child development was significantly interrupted by the various lockdowns, but that children have become divorced from support structures which they previously accessed. Therefore to focus upon the needs of children and teenagers who have not returned to access provision, a detached youth element was introduced. The principle of prevention being more effective than cure underpins this provision and work has been dedicated to engagement of teenagers to offer alternatives to boredom which can fuel gang culture, anti-social behaviour, petty crime and substance misuse. In these interventions, the Trustees and Management appreciate that Netherley Youth & Community Initiative must be many things to many people but our mission is to provide a support centre and excellent resources for the many and not the few.

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Netherley Youth & Community Initiative Limted

FOR THE YEAR ENDED 31/08/2021

TRUSTEES' REPORT

2020-2021 was probably the most challenging in the charity's history. However the organisation has emerged with a renewed sense of purpose, an invigorated Board of Trustees and a strategic sense of direction with the confidence to face the future underpinned by a significant investment in the buildings from the National Lottery and the positive determination to sustain the varied charitable services provided for the people of Netherley.

FINANCIAL REVIEW

The results for the year are shown in the financial statements. Total Incoming resources for 2020-2021 were £318,551 (2020 £270,022). Total resources expended were £288,274 (2020 £180,317) giving rise to net incoming resources of £30,277 (2020 net incoming resources of £89,705) being excess income on the unrestricted fund of £48,612 and excess expenditure on the restricted funds of £18,335. At 31 August 2021 the position on the funds was £111,188 unrestricted funds and £89,918 restricted funds giving an overall total of £201,106 (2020 £170,829). Unrestricted funds comprise a general fund of £82,083 and designated funds of £29,105.

RISK MANAGEMENT

The main risks to which the charity is exposed, as identified by the Trustees, have been considered and systems have been established to mitigate those risks.

RESERVES POLICY

It is the policy of the charitable company to maintain unrestricted funds, which are free reserves and designated reserves of the charity, at a level which will allow the charity to cover redundancy costs and continue its activities for six months should no further funding be received.

As at the end of the financial year the unrestricted funds totalled £111,188. The charitable company requires £13,626 for redundancy obligations, and £4,979 for The Netherley Show and £10,500 for targeted needs in our Community and £176 to be invested in fixed assets leaving £81,907 free reserves (funds not tied up in fixed assets or designated funds). The actual free reserves of £81,907 are less than the ideal level of reserves covering 6 months running costs of £94,000. The Trustees confirm that current business plans indicate that there are sufficient reserves to deliver planned activity but maintaining reserves for a sustainable future is a key objective. Continuous fund raising is a key priority and focus of the Charity to ensure that it has sufficient resources to cover the planned programme.

TRUSTEES

The names of the trustees who served (at least part way) during the year and/or are in office as at the date of this report can be found on page 1.

The appointment and resignation of trustees are governed by the Memorandum and Articles of Association.

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Netherley Youth & Community Initiative Limted

FOR THE YEAR ENDED 31/08/2021

TRUSTEES' REPORT

No trustee received any remuneration for their services as a trustee. No trustee has an interest in the contracts of the charity.

TRUSTEES RESPONSIBILITIES

The charity trustees (who are also the directors of Netherley Youth & Community Initiative Limited for the purposes of company law) are responsible for preparing the Trustees' Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Practice).

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure of the company for that period. In preparing the financial statements the trustees are required to:

Select suitable accounting policies and then apply them consistently;

Observe the methods and principles of the Charities SORP;

Make judgements and estimates that are reasonable and prudent;

State whether applicable UK accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;

Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.

The trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

APPOINTMENT OF TRUSTEES

The charitable company seeks to have a wide range of skills and experience on its board, contained within a small number of individuals. Applications are welcome from potential Board members regardless of, for example, ethnic origin or disability. Normally trustees are recruited either through referral by an existing Board member or by direct approaches from individuals.

There is a recruitment process that involves exchange of relevant information, meetings on both sides and an opportunity for the person to attend a Board meeting as an observer before the existing Board members discuss and agree upon the appointment.

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Netherley Youth & Community Initiative Limted

FOR THE YEAR ENDED 31/08/2021

TRUSTEES' REPORT

Where training needs of Board members are identified, appropriate training is provided.

KEY MANAGEMENT PERSONNEL

Manager: Sharon Williams

Pay policy for senior staff reflects market rates and skills and experience required for the role.

OUR VOLUNTEERS

The Charity is very involved in the Community and relies upon voluntary help and we wish to thank our volunteers for their support and service.

RELATED PARTIES

None of the trustees receive remuneration or other benefit from their work with the charity. Transactions with Trustees would be disclosed. There are no such related party transactions to disclose in the current year.

INDEPENDENT EXAMINATION

The independent examiner Julie Guinan on behalf of Harvey Guinan has indicated her willingness to be appointed in office and a resolution will be proposed for re appointment at the forthcoming annual general meeting.

APPROVAL

The report was prepared in accordance with the special provisions within Part 15 of the Companies Act 2006.

This report was approved by the Board of Trustees on 27/01/2022

Mark Ord Trustee

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Netherley Youth & Community Initiative Limted

INDEPENDENT EXAMINER'S STATEMENT

FOR THE YEAR ENDED 31/08/2021

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF NETHERLEY YOUTH & COMMUNITY INITIATIVE LIMTED

I report on the accounts of the company for the year ended 31/08/2021 .

RESPONSIBILITIES AND BASIS OF REPORT

As the charity's trustees of the Company (who are also the directors of the company for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (the 2006 Act).

Having satisfied myself that the accounts of the Company are not required to be audited for this year under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 (the 2011 Act). In carrying out my examination, I have followed the Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act.

INDEPENDENT EXAMINERS STATEMENT

The charity's gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of ACCA.

I have completed my examination. I confirm that no material matters have come to my attention which gives me cause to believe that:

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.

...................................................Julie Guinan FCCA Independent Examiner

Date: 27/01/2022

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Netherley Youth & Community Initiative Limted

INDEPENDENT EXAMINER'S STATEMENT FOR THE YEAR ENDED 31/08/2021

Harvey Guinan LLP Chartered Certified Accountants 310/311 Vanilla Factory 39 Fleet Street Liverpool Merseyside L1 4AR 01517097797

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Netherley Youth & Community Initiative Limted

Statement of Financial Activities for the year ended 31/08/2021

Income
Income from generated funds
Other trading activities
Income from Investments
Income from charitable activities
Total Income
Expenses
Costs of generating funds
Expenditure on Charitable activities
Total Expenses
Net Income
Net movement in funds:
Net income for the year
Total funds brought forward
Net funds carried forward
Unrestricted
funds
£
10,056
16
32,888
42,960
(5,652)
(5,652)
48,612
48,612
62,576
111,188
Restricted
funds
£
13,465
-
262,126
275,591
293,926
293,926
(18,335)
(18,335)
108,253
89,918
2021
Total
£
23,521
16
295,014
318,551
288,274
288,274
30,277
30,277
170,829
201,106
2020
Total
£
4,733
211
265,078
270,022
180,317
180,317
89,705
89,705
81,124
170,829

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

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Netherley Youth & Community Initiative Limted

BALANCE SHEET AT 31/08/2021

Notes
FIXED ASSETS
Tangible assets
4
CURRENT ASSETS
Debtors (amounts falling due within one year)
5
Cash at bank and in hand
CREDITORS: Amounts falling due within one year
6
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
RESERVES
Unrestricted funds
8
General fund
Designated funds
Restricted funds
9
3,324
207,704
211,028
11,030
2021
£
1,108
199,998
201,106
82,083
29,105
89,918
201,106
356
176,740
177,096
8,441
2020
£
2,174
168,655
170,829
43,971
18,605
108,253
170,829

For the year ending 31/08/2021 the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006. The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

Approved by the board of trustees on 27/01/2022 and signed on their behalf by

............................. Mark Ord Trustee

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Netherley Youth & Community Initiative Limted

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31/08/2021

1. ACCOUNTING POLICIES

1a. Basis Of Accounting

The accounts have been prepared under the historical cost convention.

The accounts have been prepared in accordance with FRS102 - The Financial Reporting Standard applicable in the UK and Republic of Ireland and the Companies Act 2006 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.

1b. Incoming Resources

All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

1c. Resources Expended

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.

1d. Allocation And Apportionment Of Costs

All costs relate to the single activity of the charitable company and are recognised accordingly.

1e. 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.

Designated funds are funds set aside by the trustees out of unrestricted general funds for the specific future purposes or projects.

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Netherley Youth & Community Initiative Limted

1f. Depreciation

Depreciation has been provided at the following rates in order to write off the assets over their estimated useful lives.

Fixtures and Fittings Equipment

reducing balance 15% reducing balance 25%

1g. Pension Costs

The company operates a defined contribution pension scheme. The pension charge represents the amounts payable by the company to the fund in respect of the year.

1h. Policy For Debtors

Trade and other debtors are recognised at their setllement amount due after any discount offered. Prepayments are valued at the amount prepaid after taking account of any discount due.

1i. Policy For Income Recognition

Items of income are recognised and included in the acounts when all the following are met: (1) The charity has entitlement to the funds; (2) Any performance conditions attached to the income have been met or are fully within the control of the charity; (3) There is sufficient certainty that receipt of the income is considered probable and (4) The amount can be measured reliably.

1j. Policy For Cash At Bank And In Hand

Cash at bank and in hand includes cash and short term liquid investments with a short maturity of three months or less from the date of acquistion or opening of the deposit or similar account.

1k. Policy For Creditors And Provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in a transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement value amount after allowing for any discount due.

1l. Policy For Financial Instruments

The charity has financial assets and financial liabilities of a kind that qualify the basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

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Netherley Youth & Community Initiative Limted

1m. Policy For Basis Of Preparation Of Accounts

The Trustees have reasonable expectation that the charity will be able to continue in operational existence for the foreseeable future and therefore consider the use of the going concern basis to be appropriate.

Covid-19 has had a profound effect on the charity and the community that it serves. Our regular face to face activities were not possible all the time due to the covid restrictions. It has been vital to maintain a level of support to our community and consequently the charity has continued to be open throughout the covid pandemic to provide essential services and support through the foodbank in particular, which has been possible through the very generous Covid support grants from our regular funders to whom we are grateful. Income has not been negatively impacted. All our services have continued following covid safe practices and procedures.

At the time of approving the accounts the trustees have considered the impact of Covid-19 on the charity and they have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing these accounts.

1n. Policy For Taxation

Income and Gains are exempt from taxation as they are applied for charitable purposes only. The charitable company benefits from various exemptions from taxation afforded by tax legislation and is not liable to corporation tax on income or gains falling within those exemptions.

1o. Leases

Assets held under finance leases and hire purchase contracts are capitalised in the balance sheet at their fair value and depreciated over their expected useful lives. The interest element of leasing payments represents a constant proportion of the capital balance outstanding and is charged to the profit and loss account over the period of the lease. All other leases are regarded as operating leases and the payments made under them are charged to the profit and loss account on a straight line basis over the lease term.

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Netherley Youth & Community Initiative Limted

2. DIRECTORS AND EMPLOYEES

Particulars of employees (including directors) are shown below:

Employee costs during the year amounted to:
Wages and salaries
Social security costs
Pension costs
The average weekly numbers of employees during the year were as follows:
Management and administration
2021
£
92,872
10,096
3,453
106,421
2021
No.
7
7
2020
£
73,995
11,227
2,323
87,545
2020
No.
7
7

The number of employees were Manager: 1; Assistant Manager: 1; Part time Activity Workers: 10 ; Part time Administrative Worker : 1. No Trustee received any remuneration.

3. PENSION CONTRIBUTIONS

3. PENSION CONTRIBUTIONS
Pension contributions 2021
£
3,453
3,453
2020
£
2,323
2,323

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4. TANGIBLE FIXED ASSETS

Cost
At 01/09/2020
At 31/08/2021
Depreciation
At 01/09/2020
For the year
At 31/08/2021
Net Book Amounts
At 31/08/2021
At 31/08/2020
5. DEBTORS
Amounts falling due within one year:
Trade debtors
Other debtors
Fixtures
and
Fittings
£
4,263
4,263
2,101
1,066
3,167
1,096
2,162
Equipment
£
22,804
22,804
22,792
-
22,792
12
12
2021
£
2,627
697
3,324
Total
£
27,067
27,067
24,893
1,066
25,959
1,108
2,174
2020
£
(341)
697
356

6. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Other creditors 2021
£
11,030
11,030
2020
£
8,441
8,441

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Netherley Youth & Community Initiative Limted

7. LIMITED BY GUARANTEE

The company is limited by guarantee and does not have a share capital. Each member gives a guarantee to contribute a sum not exceeding £10, to the company should it be wound up. At 31/08/2021 there were 7 members.

8. UNRESTRICTED FUNDS

General fund
Designated Organisational Fund
Netherley Show Designated Fund
Designated Community Fund
Brought
forward
£
43,971
13,626
4,979
-
62,576
Incoming
resources
£
42,960
-
-
-
42,960
Outgoing
resources
£
5,652
-
-
-
5,652
Transfers
£
(10,500)
-
-
10,500
-
Carried
forward
£
82,083
13,626
4,979
10,500
111,188

Designated Organisational Fund

Amounts are specifically set aside to cover potential redundancy and rental lease agreement.

Netherley Show Designated Fund

Funds set aside for Netherley Show

Designated Community Fund

Funds and resources for targeted need in our Community

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Netherley Youth & Community Initiative Limted

9. RESTRICTED FUNDS

Andrew Mitchell Christian Charitable Trust
Liverpool Charity and Voluntary Services Skelton Bounty
National Lottery Main Grant
Liverpool City Council - Youth & Play
LCVS Community Impact Fund
Liverpool City Council Mayoral Hardship & Neighbourhood Funds
Liverpool City Council Service Fund
Tillotson Bradbury Trust
Steve Morgan Foundation
John Moores Foundation
Henry Smith Charitable Trust
LCR Community Foundation
MPAC - Merseyside Play Action Council
National Lottery Community Fund
PH Holt
LCVS Strengthening Communities
LCVS HAF
Veolia Environmental Trust
St Christopher Home Trust
Small Grants and Donations
Brought
forward
£
3,190
1,966
63,755
19,100
3,500
1,773
3,525
-
-
-
2,608
-
-
-
736
8,100
-
-
-
-
108,253
Incoming
resources
£
19,000
-
-
49,772
10,000
4,240
-
2,000
48,248
6,000
33,000
9,900
3,700
35,232
-
3,000
24,834
19,440
3,000
4,225
275,591
Outgoing
resources
£
(16,304)
(1,034)
(63,755)
(32,316)
(3,500)
(6,013)
-
-
(48,248)
(1,790)
(32,311)
(9,900)
(1,615)
(35,232)
-
(6,000)
(13,620)
(19,440)
(1,623)
(1,225)
(293,926)
Transfers
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Carried
forward
£
5,886
932
-
36,556
10,000
-
3,525
2,000
-
4,210
3,297
-
2,085
-
736
5,100
11,214
-
1,377
3,000
89,918

Andrew Mitchell Christian Charitable Trust

Funds received towards salary costs, Easter & Summer activities, Christmas activities, Foodbank , Minibus and other assets.

Liverpool Charity and Voluntary Services Skelton Bounty

Funds for computers.

National Lottery Main Grant

Main grant funding for projects activities salaries and overheads and supporting those in need.

Liverpool City Council - Youth & Play

Grants for Partners and area activity.

LCVS Community Impact Fund

Funds for Breakfast Club and Youth Activity.

Liverpool City Council Mayoral Hardship & Neighbourhood Funds

Funds for food, essential supplies and Christmas support.

Liverpool City Council Service Fund

Funds for area youth and play services.

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9. RESTRICTED FUNDS

Tillotson Bradbury Trust

Funds for community resources.

Steve Morgan Foundation

Funds for salary projects activities and overhead for services and support to our community and those in need.

John Moores Foundation

Funds to support the community.

Henry Smith Charitable Trust

Funding for salary and on costs.

LCR Community Foundation

Funds for volunteer expenses and food purchases.

MPAC - Merseyside Play Action Council

Funds for Play Equipment and Club Activity.

National Lottery Community Fund

Funding for young people's activities and resources.

PH Holt

Project and Equipment Funds.

LCVS Strengthening Communities

Funds for boiler and project activites and support to our local community and those in need.

LCVS HAF

Funds for holiday activities and food.

Veolia Environmental Trust

Funds for boiler.

St Christopher Home Trust

Funds for Community Activity and Support to those in need.

Small Grants and Donations

Small grants and donations for specific activities and support and services to those in need in our community.

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10. RELATED PARTY TRANSACTIONS

Councillor Ruth Bennett is a trustee of the charity and a Liverpool City Councillor. The charity receives funding from Liverpool City Council.

11. ANALYSIS OF INCOMING RESOURCES

2021 2020
Incoming resources from Generating Funds
Donations 20,396 3,406
Miscellaneous 3,125 1,327
Investment Income:Bank Interest 16 211
Charitable Activities:
Grant Income 210,854 177,086
Activities Income 700 2,531
Fundraising Events - 36
Room Hire 1,005 180
Holiday Club & Youth Club 970 84
Breakfast Club 2,820 4,984
After School Club 14,984 17,726
Food Pantry 10,548 -
Tuck Shop - 151
Bonus Ball 1,848 1,625
Gym 13 220
City of Liverpool 49,772 57,455
St Christopher's Home Trust 1,500 3,000
_ _
318,551 270,022
_ _

12. COMPANY INFORMATION

Netherley Youth and Community Initiative Limited, a company limited by guarantee, is incorporated and domiciled in England and Wales, and has its registered office and principal place of business at St Gregory's Church Hall, 41 Damson Road, Liverpool L27 8XR.

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13. RESOURCES EXPENDED

Charitable Activity 2021 2020
£ £
Direct Project Costs
Volunteer Expenses 8,804 524
Premises 41,468 7,448
Staff Costs 106,421 87,545
Professional Fees 7,243 9,324
Project Activites & Expenses 110,610 63,729
General Overhead Costs 11,014 6,918
Depreciation 1,064 3,179
__ __
Total Charitable Expenditure 286,624 178,667
Governance Costs 1,650 1,650
------------- -------------
288,274 180,317
_ ______

14. OPERATING LEASE COMMITMENTS

At 31st August 2021 the charitable company had annual commitments in respect to operating leases as set out below: From July 1 2019 the annual rent payable on the lease for the premises is nil.

2020 2020 2019 2019
Land & Other Land & Other
Buildings Items Buildings Items
£ £ £ £
Operating Leases which expire:
Within 1 Year - - - -
2 to 5 Years - - - -
After 5 Years - - - -
-------- -------- -------- --------
- - - -
===== ===== ===== =====

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15. NET ASSETS BY FUND

Unrestricted Restricted Total
Funds Funds Funds
£ £ £
Tangible Fixed Assets 176 932 1,108
Net Current Assets 111,012 88,986 199,998
-------------
--------------- ----------
-
111,188 89,918 201,106
======== ======= ======

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