2022-03-31-accounts - Ilkley And District Good Neighbours

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ILKLEY AND DISTRICT GOOD NEIGHBOURS

ANNUAL REPORT 2021 – 2022

Ilkley and District Good Neighbours is a charitable Company Limited by Guarantee. Registered in England & Wales No. 6802173. Registered Office: Riddings Hall, Riddings Road, IlkleyLS29 9LU. Registered Charity No. 1126267

ILKLEY AND DISTRICT GOOD NEIGHBOURS

The Management Committee present their Report and Accounts for the financial year 1 April 2021 to 31 March 2022.

Objectives and Activities

Our continuing aim is to support independent living and improve the lives of elderly and vulnerable people in the Ilkley District.

Risk Management

The Trustees have a risk management strategy which comprises;

An annual review of the risks the charity may face
The establishment of systems and procedures to mitigate any risks identified in the review
The implementation of procedures designed to minimise any potential impact on the charity

A key element in the management of financial risks is the setting of a reserves policy which is regularly reviewed by trustees and the drawing up of a financial procedures document. Procedures are in place within the Good Neighbours office to ensure compliance with the health and safety of staff, volunteers and individuals from member groups.

ILKLEY AND DISTRICT GOOD NEIGHBOURS TRUSTEES 2021/2022

Penny Coulthard Chair Ed Duguid Vice Chair Jim Manson Vice Chair Peter Kierman Hon Treasurer Pamela Brunger Hon Secretary John Jewitt Company Secretary Liz Binns John Bray Anita Dunford Adrienne Heavisides Judy Hutton Simon Settle Ian Wilson – co opted January 2022

Councillor Peter Mate represented Ilkley Parish Council at meetings of the Committee

HON PRESIDENT

Brian Mann MANAGER Lucy Steer

- BEFRIENDING CO ORDINATOR

Joanna G Helen Hawney

SHOPASSIST CO ORDINATOR Charlotte Atkinson

- MOVING ON CO ORDINATOR

Hannah Walton

CHAIRMAN’S REPORT

This annual report covers the period April 2021 – March 2022. It has again been a challenging and unpredictable year, but with a welcome feeling of getting somewhat back to normal.

The last year has been challenging for many of our clients, and life is not yet back to normal for everyone. There is still some nervousness about social mixing and clients who are reluctant to go to the shops and other public spaces. For some this has increased social isolation and reduced their mental health. There are of course others who have embraced the removal of restrictions and we are still working our way through understanding what the new situation will settle down to be. We were pleased in May 2021 to start our Moving On group meeting in person, initially with reduced numbers. This group have supported each other throughout the pandemic and with the help of their co-ordinator Hannah Walton, whose regular pandemic newsletters were always informative and full of activities. Numbers have been so high that we have moved the group to a Friday morning to accommodate more members. It was also great to be able to organise some Christmas meals at Clevedon again and visit the pantomime performance.

The demand for befriending has increased over the last year and we are grateful to our befriending volunteers who engage our clients in all sorts of conversations, activities and informal support. We were sad to lose our Befriending co-ordinator Joanna Gramshaw after 15 years with the charity and welcomed Helen Hawney as her replacement in January.

ShopAssist has moved to a mixture of accompanied shopping and shop and drop and has been in a constant state of flux as some clients returned to independent shopping and volunteers had other commitments. This has been admirably managed by Charlotte Atkinson our ShopAssist coordinator.

Our staff have been ably managed by Lucy Steer our Manager, who has built stronger relationships with our health & community partners and led the pilot of our new Walk and Talk scheme. We are also extremely lucky to have a strong and committed trustee team. During the year we have welcomed Ian Wilson to the trustee team and said farewell to Adrienne Heavisides. The June 2022 AGM will see Peter Kierman our current Treasurer retire after being with us for 13 years, who with his wife Yvonne has covered a number of roles in the charity, such as organising the over 90s party. He will be replaced by Ian Wilson as Treasurer after a very thorough handover. I am stepping down as Chair after three years and will be replaced by Ed Duguid one of our current Vice Chairs.

We are grateful to the individuals, organisations and funds that have helped make all this possible, including Bradford Council, Bradford VCS Alliance, The Co-op Community Fund, Ilkley, Rotary Club, Ilkley Round Table, Olicana Lodge, WW Spooner Charitable Trust and a large number of individual donations and bequests. Funding is always a challenge and we continue to submit funding bids and work with partners in the local community.

We could also not operate without our 50+ volunteers who help with shopping, befriending, odd jobs, Moving On, admin in the office and a whole range of tasks. We are lucky to have such an active community supporting us in their own time. We are enjoying now being able to arrange volunteer coffee mornings and other face to face meetings.

We are all feeling optimistic about the future year; with a strong staff, trustee and volunteer team and hopefully a more stable external environment we can start to explore new opportunities to help our community as well as improving and growing the existing services. We are proud to be part of the Ilkley community and making a difference to those we can support.

Penny Coulthard May 2022

MANAGER’S REPORT

This year has continued to be challenging for both staff and clients. There have been some changes within the Team and a period of transition. This has gone very smoothly and the team continue to grow stronger. While coming out of lockdown and slowly moving back in to ‘normality’ staff have begun working more cohesively and face to face in the office. This has been a welcome transition and the team are enjoying the interaction and working much closer together. There have naturally been some challenges with our clients too during this period, adapting to more social activities and the ‘new normal’. There are still some who are very isolated and resistant to getting back out in the real world whilst others have embraced their freedom and have dived into any opportunity presented. I feel I have grown with understanding my position and where I can continue to develop and grow IDGN and the importance of our position within the Community.

I’d like to thank the Trustees for their support during the year, in guiding the organisation and getting involved, hands on. I would like to personally thank Penny for her unwavering support during her time as Chair and will miss our weekly chats and get togethers.

We have implemented a new database/crm system, Charitylog which has moved the charity to a different level. We now have all our contacts/details/information safely and securely located in one place which is accessible to all staff. This has allowed us to work in a more professional and seamless manner both for the benefit of the client/volunteer and staff. It also allows us to report accurately on any area needed within the services offered.

We have grown our relationship with The VCS Alliance considerably and they continue to develop the Wharfedale & Silsden Community Partnership to have a stronger voice for the VCS sector. We also have great relationships with the Ilkley Health Forum, working with Carers resource, social prescribers, Ilkley Parish Council, Community Action and Dementia Friendly Ilkley Action.

Last year we were unable to host our annual over 90s party, so hand delivered an individual afternoon tea to 32 recipients. There were still a few who were isolating and this had been their only contact in months. They were very grateful and many of our volunteers stood on their doorstep to talk to them for some time.

Our volunteers are truly the back bone of the organisation without whom we would be unable to deliver the schemes. In order to keep them fulfilled and truly appreciated we are now sending regular volunteer newsletters to the various schemes. One from me goes out quarterly to all volunteers and the co-ordinators then send one quarterly to their own scheme volunteers in between. We have also started bi-monthly volunteer meet-ups which are proving popular and we hope to see more and more attend these in the future. The general feeling is that the volunteers feel more included and informed.

Overall, in what has been another challenging 12 months, IDGN have remained strong, constant and a great strength to all.

Lucy Steer Manager

*iEY a DISYPIcr GOOD NEIGHBOURS 31 phone calls shops delivered Friendship Groups 32 160 4,556 afternoon teas delivered |•B activity books delivered volunteer hours 51 garden meetin8S or walks Christmas lunches Christmas parcel deliveries BEHIND THE SCENES IN 2021

BEFRIENDING

We were extremely sorry to say goodbye to Joanna Gramshaw in November of last year. Joanna joined IDGN in 2006 and was instrumental in establishing and co-ordinating the Befriending Scheme we have today.

Over the 15 years Joanna was in our employ we have seen the service grow and adapt under difficult circumstances. Her thoughtful and considered approach has ensured very many successful and long lasting matches between vulnerable, older people and volunteers. We all wish her well in the future.

Liz Binns Trustee

Since joining the team in December, I have been made to feel very welcome by colleagues, volunteers and clients, and it has been a pleasure to meet everyone and see the benefits the befriending service brings to local people. It is clear that there is a real need and desire in the local community to support older, isolated and/or vulnerable people after what has been a very difficult few years. This has been reflected in a high number of referrals to the befriending service, the ongoing commitment of our existing volunteers, as well as the recruitment of a number of new, younger volunteers.

It has been encouraging to see that since December, when almost all contact between our clients and volunteers was still taking place over the phone or via video calls, there has been a gradual shift back to in person visits as restrictions have eased, with our clients really benefitting from face to face interactions, albeit still with testing where appropriate, and the usual sensible measures in place.

Each week befriending volunteers support an average of 27 older, isolated and/or vulnerable people, and over the last year at least 38 local people have been supported through befriending, with 339 face to face visits and over 590 calls taking place, resulting in an excess of 900 actions, far exceeding the 670 actions that our funders require.

Feedback from our volunteers and clients tells us that they talk about all sorts of subjects including discussing issues reported in the local papers, national and international news, health/Covid, family, friends, past holidays, dogs, gardening, royalty, reminiscing about their past, sharing old photographs etc. From these conversations often trust and true friendship has grown. Family members find the befriending scheme relieves them of some of the pressure of supporting their relative, and often report very positively on the service:

‘Really appreciated J’s calls and visits and am so grateful that she is following up when mum is anxious or confused’ – Adam

‘Thanks for all the support A is giving my mum’ – Mel

One client who has been meeting with her befriender since the start of the pandemic reports that they are ‘like an old family friend, sharing recipes on zoom when face to face visits weren’t possible, and having a laugh – they are just part of my extended family now’.

Our volunteers also get a lot out of supporting their client, with one recently reporting that ‘R will always be part of my life now; it has been such a pleasure to get to know her’.

Unfortunately, many befriending clients have seen a deterioration in their physical and mental health due to the pandemic, and even if they are still physically able to get out, lack the confidence to do so. Many are now on long waiting lists for treatment, operations and diagnoses which often means contact outside of their home is reduced, resulting in greater social isolation and feelings of loneliness. Our volunteers are helping to tackle this by resuming face to face catch ups over cups of tea in a client’s home, short walks together (even if that is just to the end of their drive and back), browsing the shops, visiting garden centres and even going swimming together; all helping to increase confidence, reduce anxiety and feelings of loneliness, improve physical and mental health and help reduce social isolation.

We continue to encourage befriending volunteers to report back to us with anything that is of concern for the service user so that we can work with family, local support agencies, social prescribers and other networks to support our clients with appropriate referrals should they need it. We hope that the efforts of our volunteers, teamed with this holistic approach to supporting our clients, will go some way to remedying some of the effects the pandemic has had.

Of course, thanks must go to our volunteers, without whom none of this would be possible. They are dedicated, reliable and empathetic, with their befriendee’s best interests at heart, often going above and beyond what is required of them by the service.

Helen Hawney Befriending Coordinator

SHOP ASSIST

Ilkley & District Good Neighbours’ ShopAssist scheme is well-respected locally, provides a valuable service to its clients and is very fortunate to be supported by a committed, reliable and caring group of volunteers. The performance of the service is outlined in the report below.

April 2021 Easing out of the pandemic

The beginning of the year saw quite a number of clients return to independent shopping and at this point their volunteer chose to step back from the regular shopping commitment. In many cases, those volunteers have agreed to stay on for ad hoc cover, for which we have been very grateful. We received some lovely feedback as well as some generous donations from clients as they left us and returned to independent shopping. An article appeared in the Gazette on 12[th] May 2021 celebrating this.

“ I am pleased to be able to get out and about once more and doing some of the weekly shopping is a pleasure, rather than a chore. We have been delighted with the help that Sarah has given to us over the past. ” (SBs, April 2021)

- June 2021 Transition from Shop & Drop to ShopAssist

Since restrictions eased we have had three clients return to ShopAssist and two new clients request ShopAssist. We have also had issues attracting volunteers who would be willing to offer ShopAssist as it is a more involved and longer commitment than Shop & Drop.

All other clients have opted to remain with Shop & Drop. During the autumn and winter there was still a level of uncertainty about the prevalence of Covid which deterred clients from returning to the supermarket. We also have a large number of clients who have lost a significant amount of mobility and / or confidence during the pandemic and therefore can no longer manage to go to the supermarket, assisted or otherwise.

In terms of new referrals for Shop & Drop, there will always be clients who rely on a Shop & Drop service either short term as they recover their mobility or long-term as they become housebound.

The gratitude and relief shared by clients’ families, living far away, who are worried about their loved one’s access to fresh food demonstrates the value of Shop & Drop. Whilst families can in some cases arrange for online deliveries once a month or so for the majority of items, it’s the small amount of fresh weekly items delivered by a familiar face which makes a huge difference.

- July 2021 Meeting Client Needs

Over the last year the ShopAssist project has continued to support all existing clients who have wanted on-going assistance with their shopping as well as a number of new clients who have been referred either temporarily or long-term.

This ability to tailor our service to the needs of the client demonstrates that we contribute to people leading happier, healthier lives. A good example of this flexibility is shown in the following case study:

Client M was being supported by Ilkley & District Good Neighbours prior to the first lockdown in 2020. She had been matched with Volunteer L who took her for a weekly shop at one of the local supermarkets. They enjoyed each other’s company and struck up a friendship, often stopping for a coffee as part of the trip.

When the pandemic started, the client was shielding and required the Shop & Drop service to continue to access groceries.

In summer 2021, having supported M through all four lockdowns, the Shop & Drop volunteer stepped back from volunteering. The coordinator spoke to M about how IDGN could continue to support her and she expressed a desire to return to ShopAssist.

ShopAssist was working really well for the client, who enjoyed the trips out and the chats over coffee. Sadly, in November 2021, M suffered some ill health which took its toll on her mobility and confidence. M was no longer able to manage the trip to the supermarket so, in discussion with the ShopAssist Coordinator, L agreed to provide Shop & Drop for M. She combined this with a visit for the all-important coffee. When circumstances allow they will revert to a face to face delivery and perhaps even ShopAssist.

What this case study attempts to illustrate is the personalised nature of our service, flexing to meet the individual needs of each client. It also highlights the lengths our volunteers will go to in order to make sure our clients are looked after. This can be observed on a smaller scale, week on week, as volunteers offer to cross cover each other for holiday, illness or other. Our volunteer body is truly exceptional, providing regular, reliable, personal service week in week out. The ShopAssist service is a lifeline for our clients:

I would like to thank Ilkley Good Neighbours, the coordinators and all the volunteers who have given mum support over these years. I think she had been using the shopping service for 7 years – which is quite a long time. This really helped her maintain her independence and live at home. I was particularly grateful for the support Mum had in the pandemic and lockdowns when she could not get out. It was much more than delivery of shopping, it was about seeing people and being connected . Feedback from daughter of PS who passed away in February.

- September 2021 Volunteer Recruitment

For the vast majority of the year we have been able to cover all volunteer absences, due to illness or holiday, through our cohort of ad hoc volunteers and extremely flexible regular volunteers. In the last month, we have experienced a reduction in the availability of our volunteers to cover these lastminute shops. We are therefore planning to start actively recruiting volunteers to provide emergency backfill or temporary holiday cover.

- November 2021 Service Development

In addition to grocery shopping, we have been approached by referrers and clients with requests for support to purchase personal items. Individuals who are housebound, who are not online, have very limited options for purchasing clothing, including underwear, or footwear. We have started to think

about what a service like this might look like. As part of this we are surveying all our existing clients seeking their views and needs (or not) for a shopping service for more than just groceries.

In the financial year 21-22, IDGN and its volunteers provided 1351 shops.

We are fortunate to have had the support of 47 shopping volunteers during 21-22.

Charlotte Atkinson ShopAssist Cordinator

MOVING ON FRIENDSHIP GROUP

As an organisation, we took the decision to restart the Moving On Friendship Group (previously called Moving On) on a face-to-face basis at the earliest opportunity. This was a decision taking on board all the relevant health advice and guidance at the time and weighing up the Covid-19 risks with the isolation and loneliness that many felt because of lockdowns and restrictions. We re-started our group in person at the Clarke Foley Centre following the relaxation of Covid-19 restrictions in May 2021. This was something our members very much wanted, and 32 members came back to our group as soon as they could.

To begin with, to limit the Covid-19 risks, we had to run the group on a rota-based system to reduce numbers attending (one group attending one week, one the next). We took great care to keep friendship groups together as people had missed so much socially in the previous months. When the restrictions were relaxed later in the year, we were able to have the whole group together again. It is fair to say that it was a truly joyous occasion when we were able to start again.

The purpose of our group is (1) to encourage contact with others, to reduce isolation and loneliness. (2) to provide signposting and support to facilitate independent living (3) provide information on a variety of subjects to support good metal health and well-being. As well as meeting the above purpose, we are also very much a social space to chat with friends, be they old or new. With this in mind, we decided it was time to change our name to reflect this side of our group more accurately. We therefore asked our members, volunteers and staff for name suggestions for the group and then asked our members and volunteers to vote on their favourites. We are therefore now called the Moving On Friendship Group. A name that reflects our social side whilst keeping our known name.

In the early months of face-to-face meetings, we made sure we were a source of accurate information about Covid-19. We provided all our group with lateral flow tests to take home and gave a practical demonstration to show how they work. We regularly reminded members about the ways they could limit risks of catching Covid-19 and kept them up to date with potential symptoms and vaccine information.

When it became possible again, we began to invite speakers back to the group. We have had some interesting talks; some were primarily educational to support members in retaining their independence at home and some were just for fun. These have ranged from talks on how to prevent falls both inside and outside the home, to a former governor of Armley’s prison talk on royalty; from a look into the World War 1 prisoner of war camp at Skipton to chats with the local MP and the former Children’s Commissioner, Anne Longfield. We have also been fortunate to hear from local businesses like Moin Moin bakery and Outside the Box and other organisations such as Worth Connecting, Dementia Friendly Ilkley, Friends of Wharfedale Greenway, Ilkley Clean River Group and our local Social Prescriber. The time, enthusiasm and passion given from all our speakers is very much appreciated and we would like to publicly thank everyone who has attended our group to speak and those who are booked to come in the future.

We have also had the opportunity to participate in the in the events arranged by Social Events. We have enjoyed a wonderful Afternoon Tea at Betty’s, a superb Christmas Lunch at the Audley Clevedon Restaurant, and the opportunity to see the local annual Pantomime performance.

We were very fortunate to receive a substantial amount of money from the Co-op Community Fund to spend on technology to help our clients feel more confident using the internet and technology. The past years have demonstrated that people who do not use the internet are severely disadvantaged during lockdowns/restrictions. We used this money to invest in Lenovo tablets

(amongst other items) that are used within the group. These are also available to be loaned out to clients so they can have an introduction to an electronic tablet before investing in purchasing one. I have set out below some comments we have received from members of the group:

“The outings and speakers are very good and it is very much appreciated “
“The Ilkley Good Neighbours staff and the volunteer helpers are excellent. The speakers at Moving On Friendship Group are good. On arriving in Ilkley the best thing I did was to join Moving On, it was so helpful and I was able to join other things and settle down through their help”
“Excellent talks, excellent trips, and excellent staff”
“I enjoy meeting and making new friends at Moving On”
“I find all the voluntary helpers very kind and helpful. I enjoy the trips too - Christmas lunch, Betties etc.”
“Moving On helped me to make new friends and gave me something to look forward to each week. I have enjoyed the talks and outings. The helpers are lovely”
“Visits from speakers are very good. Amazing work done by all the volunteers”
“It is very nice meeting people”
“Moving On is the best thing that has happened to me for a long time.”
“Great group, very welcoming”
“Moving On has excellent volunteers and staff, it is a pleasure to attend. Thank you”
“It has been a very helpful group after my husband's death, everyone is so kind”

We currently have 37 regular attendees and a waiting list for more people who would like to join. We have had to change to a bigger room to accommodate a growing demand in people wanting to attend.

Finally, Moving On would not be possible without the assistance of our wonderful volunteers who support and help regularly. My particular thanks to our regular volunteers Margaret, Alice, Mick, Pam, Joanne and Alizon and trustee Anita Dunford, who have all been invaluable this past year both to Ilkley and District Good Neighbours and the members they support.

Hannah Walton Moving On Co ordinator

SOCIAL EVENTS

Afternoon Tea Event

After a gap of two years due to Coronavirus we were able to resume our social excursions with our first event being Afternoon Tea at Betty’s Café in Ilkley. Fifty guests enjoyed the event which took place on two sperate afternoons, to enable social distancing, and all thoroughly enjoyed the experience. Most of the guests who attended the event live alone and many had been shielding during the lockdown and have really missed the social events that Ilkley and District Good Neighbours provide. One of the guests reflected on lockdown as “Been worse than the War” and said how much she had missed socialising with her friends and how much she had enjoyed the afternoon tea and been able to have a chat with her friends.

The funding for the event was awarded by The National Lottery Community Fund, which distributes money raised by National Lottery players for good causes and is the largest community funder in the UK.

We are delighted that The National Lottery Community Fund has recognised our work in this way and thanks to National Lottery players we can resume our efforts to provide social interactions and reduce feelings of social isolation. We would like to also thank the staff at Betty’s for their help in providing a very special Afternoon Tea experience which was very much appreciated.

Christmas Lunch Event

In December we were able to resume our Christmas lunch events. Again, this was held over two separate dates due to numbers of people who wished to attend the event. In total over fifty-one people participated in the event.

The venue for the Christmas lunch events was the restaurant at Audley Clevedon Retirement Village, which was decked out with Christmas decorations and ideal for the large number we catered for. The food was delicious, and we would like to thank all those concerned in helping to provide a festive occasion for an appreciative group of deserving people.

Pantomime

After being unable to attend the annual Pantomime in 2021 it was a delight to be able to resume this event which is held annually at the Kings Hall in Ilkley. The performance by Ilkley Upstagers Youth Theatre Group was Goldilocks and the Three Bears. Despite it being one of the worst days of weather of the year with high winds and transport issues the event was truly heartwarming and a delight to view and on occasions participate in the fun and frivolity of the performance.

It goes without saying that these events, which are so vital to our older community, would not take place without the wonderful support of our team of Ilkley and District Good Neighbours volunteers and the volunteers of Community Transport who support us on many of our events.

Anita Dunford Trustee

CHRISTMAS PARCELS

This project has been running for over quarter of a century! It involves us delivering a bag of festive food treats, a potted plant or boxes chocolates to over 100 people. We are again thankful to the Olicana Masonic Lodge in Cunliffe Street for allowing us to use the Hall as a staging point in the delivery process. We had 10 Packers in the Hall because of our slightly modified regime to minimize the Covid risk. Students from Ilkley Grammar School 6[th] Form were not involved because of the risks from the Covid virus.

The volunteers were drawn from Good Neighbours, including some friends of trustees, The Rotary Clubs, the Masonic Lodge and Community Transport, who allowed the use of one of their minibuses to transport the parcel contents from Tesco. The number of volunteers involved 10 core Xmas Parcels Delivery Drivers, and many of the volunteers from the Befriending, Moving On and Shop Assist projects who took the opportunity to deliver to their clients at Christmas. Overall, in the end, over 40 people were involved in the deliveries.

We are most grateful to Tesco for their help in sourcing the goods for the bags and for their donation of mince pies. Funding for the event was received from both the Rotary Clubs in Ilkley and we are grateful for their continued support.

The project was successful in delivering a boost to many of the older residents in town who continue to find themselves more isolated as a result of the Pandemic and the measures put in place to protect them. We have received a number of “Thank You” letters from recipients who have pointed to the effect the delivery had in lifting their spirits at was a difficult time.

Ed Duguid Vice Chairman

HOME AND GARDEN ASSIST

HAGA is the gardening, small home maintenance and decorating service we operate for elderly people and anyone with disabilities.

As the impact of Coronavirus has declined there has been a slight increase in the number of jobs carried out this year, as illustrated in the following chart:

TYPE OF JOB	2020/2021	2021/2022	% Change
Gardening	1	3	300%
Home Maintenance	5	10	200%
Decorating	0	1	100%
General Help	2	1	(50%)
Total Jobs	8	15	187.5%

Of the total number of jobs, 3 needed professional involvement, while the remaining 12 were carried out by our in-house volunteers.

As usual, the jobs varied from changing 7 light bulbs through to garden tidying, with fitting a curtain rail, a key safe and a toilet seat along the way.

Our thanks go to our wonderful volunteers, and we look forward to a further increase in jobs as Coronavirus restrictions ease.

John Jewitt Trustee

Ilkley and District Good Neighbours

Charity number 1126267

A company limited by guarantee number 06802173

Annual Report and Financial Statements

for the year ended 31 March 2022

Ilkley and District Good Neighbours

Annual Report and Financial Statements for the year ended 31 March 2022

Contents	Page
Trustees' report	2 to 4
Examiner's report	5
Statement of financial activities	6
Balance sheet	7
Notes to the accounts	8 to 11

Prepared by West Yorkshire Community Accountancy Service CIO

Ilkley and District Good Neighbours

Trustees' report for the year ended 31 March 2022

Reference and administrative details of the charity, its trustees and advisors

The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates

Penelope Jean Coulthard Chair Edward Stuart Duguid Vice-Chair James Ronald Manson Vice-Chair Pamela Brunger Secretary Peter Kierman Treasurer Judith Margaret Hutton Elizabeth Binns John Bray Anita Dunford Adrienne Clare Heavisides Resigned 31 December 2021 John Christopher Jewitt Yvonne Kierman Resigned 28 July 2021 Simon Settle Appointed 28 July 2021 Ian Wilson Co-opted January 2022 Charity number 1126267 Registered in England and Wales Company number 06802173 Registered in England and Wales Registered and principal address Riddings Hall Riddings Road Ilkley LS29 9LU

Bankers

HSBC Bank PLC Hampshire Trust Bank Lloyds Bank PLC 1 Wells Road PO Box 74003 8 Cambridge Cres. Ilkley London Harrogate LS29 9JB EC2P 2QR HG1 1PQ Cambridge & Counties Bank United Trust Bank Redwood Bank Ltd Charnwood Court One Ropemaker Street The Nexus Bldg 5B New Walk London Broadway Leicester LE1 6TE EC2 9AW Letchworth SG6 3TA

Independent examiner

Stephen Procter West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity is a company limited by guarantee and was formed on 27 January 2009. It is governed by a memorandum and articles of association (as amended by special resolution 23 October 2014 and 20 May 2015). The liability of the members in the event of the company being wound up is limited to a sum not exceeding £10.

Ilkley and District Good Neighbours

Trustees' report (continued) for the year ended 31 March 2022

Method of recruitment and appointment of trustees

The trustees of the charity are also the directors for the purposes of company law and are appointed by the members at the AGM.

Objectives and activities

The charity's objects

To promote any charitable purposes for the benefit of the community in Ilkley, Addingham, Burley-inWharfedale and Menston in the local government district of Bradford Metropolitan District Council and its neighbourhood.

The charity's main activities

Support independent living, alleviate loneliness and improve the lives of older and vulnerable people in the Ilkley District.

Public benefit statement

In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular supporting elderly and vulnerable people.

Achievements and performance

Ilkley Good Neighbours has continued to run schemes to relieve isolation, promote economic well-being, maintain independence, & stronger mental health.

With the various changes in Covid restrictions we have continued to adapt our services and returned to some kind of normality, where possible. We have continued to offer the Shop and Drop scheme for clients who have had to isolate at home. We have also kept in contact with our Befriending and Moving On clients by phone and moved back to face to face contact where appropriate. The pandemic continued to lead to some extra financial costs but we have received grants to cover most of these extra costs.

Our reserves at the bank were reduced by less than £6,500 in 2021/22 but this mainly due to the receipt of a legacy of £15,000. We therefore intend to step up our grant applications which were scaled back in the 2021/22 financial year. In particular we intend to seek grants to support our Social activities e.g. trips out to the Dales for isolated clients.

The treasurer has produced a budget for the next year based on worst case scenario (i.e. that no more grants and donations would be received apart from the one from Bradford Council for £28,000 that is scheduled to end on 31/03/23.) The budget forecast showed that the reserves were sufficient to last for over 2 years. Therefore, although the Coronavirus outbreak has altered the way we run our projects, and there are material uncertainties, we have concluded that the organisation can continue to be treated as a going concern.

We have restarted all our projects and are trialling new ones e.g. Walk and Talk. We now offer both Shop and Drop and Shop Assist as many clients are reluctant to resume doing their own shopping. Our reserves are sufficient to cover the cost of providing both services, and enough money is retained in our current account to ensure that cash flow will not be a problem.

Financial review

Net expenditure for the year was £6,800, including net expenditure of £15,777 on unrestricted funds and net income of £8,977 on restricted funds, after transfers.

Reserves policy

The charity's free reserves at the year end were £63,564.

In order that we can continue to fund schemes, run by Ilkley Good Neighbours, we submit applications for funding & grants to a wide range of organisations. We aim to maintain reserves of at least 2 years expenditure to ensure that the schemes do not come to an abrupt halt if we are not successful.

Ilkley and District Good Neighbours

Trustees' report (continued) for the year ended 31 March 2022

Statement of trustees' responsibilities

The trustees (who are also the directors for the purposes of company law) are responsible for preparing the Trustees report and the financial statements in accordance with the applicable law and UK Accounting Standards.

Company law requires the trustees to prepare financial accounts 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 charitable company for the year. In preparing these financial statements, the trustees are required to:

select suitable accounting policies and apply them consistently;

observe the methods and principles in 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 accounts on a going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial accounts 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.

This report has been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (Charities SORP (FRS102)), and in accordance with the special provisions of the Companies Act 2006 relating to small companies.

Signed on behalf of the board of trustees on 20/05/2022

P J Coulthard (Trustee)

Ilkley and District Good Neighbours

Independent examiner's report to the trustees of Ilkley and District Good Neighbours

I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 31 March 2022, which are set out on pages 6 to 11.

Responsibilities and basis of report

As the charity's trustees of the charitable company (and also its directors 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 charitable company are not required to be audited 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 ('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 examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

1 accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or 2 the accounts do not accord with those records; or
3 the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or
4 the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

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.

Stephen Procter

23/05/2022

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Ilkley and District Good Neighbours

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 March 2022

Notes 2022 Unrestricted funds £ Income from: Donations GADS (2) - Donations GAF (2) 1,057 Donations large (2) 1,500 Donations small (2) 1,628 Grants (2) 1,550 Interest 2,192 Legacy - GADS receipts 235 GAF receipts - Client shopping payment - Total income 8,162 Expenditure on: Advertising - Bank charges 18 CABAD Office services 1,207 CABAD Postage 12 CABAD Publishing and stationery 45 Data protection registration 35 Gifts 35 Goods and services 2,012 Insurance 535 Independent examination 450 Publications and subscriptions 53 Room hire 107 Security checks 6 Staff payroll charges 206 Staff pension (3) 18 Staff expenses - Staff recruitment - Staff salary (3) 15,555 Staff training 145 Transport hire - Volunteer expenses - Volunteer shopping reimbursement - Total expenditure 20,439 Net income / (expenditure) (12,277) Transfers between funds (3,500) Net movement in funds (15,777) Fund balances brought forward 79,341 Fund balances carried forward (4) 63,564	2022 Restricted funds £ 928 642 750 1,659 42,086 15,000 - - 24,314 85,379 15 - 4,283 33 188 - 68 10,907 - - 110 1,729 238 702 1,456 62 - 33,659 265 116 851 25,220 79,902 5,477 3,500 8,977 78,075 87,052	2022 Total funds £ 928 1,699 2,250 3,287 43,636 2,192 15,000 235 - 24,314 93,541 15 18 5,490 45 233 35 103 12,919 535 450 163 1,836 244 908 1,474 62 - 49,214 410 116 851 25,220 100,341 (6,800) - (6,800) 157,416 150,616	2021 Total funds £ - 2,346 3,000 3,321 62,988 2,275 - - 82 47,049 121,061 194 - 3,921 123 243 35 - 6,156 495 450 472 256 332 730 1,059 - 592 36,085 70 - 84 47,913 99,210 21,851 - 21,851 135,565 157,416

All incoming resources and resources expended derive from continuing activities.

Ilkley and District Good Neighbours

Balance sheet

as at 31 March 2022 2022 Unrestricted £ Current assets Debtors and prepayments (5) 259 Cash at bank and in hand (6) 63,755 Total current assets 64,014 Current liabilities: amounts falling due within one year Accruals (7) 450 Total current liabilities 450 Net current assets 63,564 Net assets 63,564 Funds Unrestricted funds 63,564 Restricted funds - Total funds 63,564	2022 Restricted £ - 87,052 87,052 - - 87,052 87,052 - 87,052 87,052	2022 Total £ 259 150,807 151,066 450 450 150,616 150,616 63,564 87,052 150,616	2021 Total £ 576 157,290 157,866 450 450 157,416 157,416 79,341 78,075 157,416

For the year ending 31 March 2022 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476. The trustees (who also the directors for the purposes of company law) 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 and with FRS 102 (effective January 2019).

The financial statements were approved by the board of trustees on 20/05/2022

P J Coulthard (Trustee)

Ilkley and District Good Neighbours

Notes to the accounts

for the year ended 31 March 2022

1 Accounting policies

Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year.

Some changes have been made to the accounts for the previous year with amendments to year end adjustments. These related to accrued/prepaid balances held with the payroll provider with a net total of £1,776.

Going concern

The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.

Incoming resources

All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.

Grants and donations

Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.

Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.

Expenditure and liabilities

Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

Pensions

The charity operates a defined contribution scheme for the benefit of its employees. The costs of contributions are recognised in the year they are payable.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

Ilkley and District Good Neighbours

Notes to the accounts continued

for the year ended 31 March 2022

2 Grants and donations Bradford Metropolitan District Council (Befriend) BMDC (Shop Assist) BMDC (Moving On) Bradford Resilience Fund Bradford VCS Alliance Community Action Bradford & District Community Action Bradford & District Co-op Groundwork UK Ilkley Corona Response Fund Ilkley Rotary Club Ilkley Round Table Lottery Community Fund Tesco West Riding Masonic Lodge W W Spooner Trust All other grants and donations 3 Staff costs and numbers Gross salaries Social security costs Employment allowance Pensions	2022 Unrestricted funds £ - - - - 1,500 - 50 - - - - - - - - 500 3,685 5,735	2022 Restricted funds £ 10,000 10,000 8,000 10,000 1,500 - - 2,586 - - 750 - - - - - 3,229 46,065	2022 Total funds £ 10,000 10,000 8,000 10,000 3,000 - 50 2,586 - - 750 - - - - 500 6,914 51,800 2022 £ 49,214 1,830 (1,830) 1,474 50,688	2021 Total funds £ 10,000 10,000 8,000 10,000 1,000 9,500 - 1,146 500 357 750 1,500 9,985 1,000 1,000 500 6,417 71,655 2021 £ 36,085 936 (936) 1,059 37,144

The average number employees during the year was 5, being an average of 2.3 full time equivalent (2021: 4.9, 1.8 FTE). There were no employees with emoluments above £60,000.

4 Restricted funds HAGA Social Events Christmas Parcels Moving On Befriending ON Shop Assist Co-op Coronavirus Bradford Resilience Walk and Talk	Balance b/f £ 2,960 2,740 2,266 10,111 29,572 4,197 16,567 718 8,944 - - 78,075	Incoming £ 60 10 1,000 11,595 10,597 - 25,187 - 25,430 10,000 1,500 85,379	Outgoing £ 2 2,152 1,110 10,336 14,567 353 7,825 718 39,389 794 2,656 79,902	Transfers £ - - - - - - (5,015) - 5,015 - 3,500 3,500	Balance c/f £ 3,018 598 2,156 11,370 25,602 3,844 28,914 - - 9,206 2,344 87,052

Notes to the accounts continued

Ilkley and District Good Neighbours

for the year ended 31 March 2022

4 Restricted funds (continued)

Fund name

Purpose of restriction

HAGA Home and Garden Assist - helping older and disabled people with gardening and small home maintenance jobs. Social Events For organising various social events including trips and days out. Christmas Parcels Parcels delivered to around 100 local older or less able residents. Moving On To help people make new friends and/or find new interests. Befriending To enhance the quality of life for those over 70 who are isolated. ON For the 'Over Nineties' party held each September. Shop Assist To help those with difficulty accessing shops by taking them to the local supermarket and assisting them with their shopping. (Transfer out to the Coronavirus fund to close as Shop Assist scheme now running again). Co-op For use in purchasing capital items. Coronavirus Replacement work for 'Shop Assist' during the COVID situation. (Transfer from 'Shop Assist' to balance fund to 'nil' as now closed) Bradford Resilience To support the charity in issues around resilience and post COVID. Walk and Talk Pilot project to assist with clients mobility, fitness and wellbeing. (The transfer is in respect of the costs of the project met from general funds).

5 Prepayments Prepayments 6 Cash at bank Cash at bank 7 Accruals Accruals	2022 £ 259 259 2022 £ 150,807 150,807 2022 £ 450 450	2021 £ 576 576 2021 £ 157,290 157,290 2021 £ 450 450

8 Related party transactions

Trustee expenses

No trustee received any expenses during this year or the previous year.

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.

Ilkley and District Good Neighbours

Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2022

2022 2021 Unrestricted Unrestricted funds funds £ £ Income Donations GADS - - Donations GAF 1,057 1,255 Donations large 1,500 500 Donations small 1,628 749 Grants 1,550 1,200 Interest 2,192 2,275 Legacy - - GADS receipts 235 - GAF receipts - 82 Client shopping payment - - Total income 8,162 6,061 Expenditure Advertising - - Bank charges 18 - CABAD Office services 1,207 - CABAD Postage 12 7 CABAD Publishing and stationery 45 39 Data protection registration 35 - Gifts 35 Goods and services 2,012 1,772 Insurance 535 - Independent examination 450 450 Publications and subscriptions 53 98 Room hire 107 - Security checks 6 - Staff payroll charges 206 - Staff pension 18 107 Staff expenses - - Staff recruitment - - Staff salary 15,555 2,279 Staff training 145 - Transport hire - - Volunteer expenses - - Volunteer shopping reimbursement - - Total expenditure 20,439 4,752 Net income / (expenditure) (12,277) 1,309 Transfers between funds (3,500) (1,505) Net movement in funds (15,777) (196) Fund balances brought forward 79,341 79,537 Fund balances carried forward 63,564 79,341	2022 Restricted funds £ 928 642 750 1,659 42,086 - 15,000 - - 24,314 85,379 15 - 4,283 33 188 - 68 10,907 - - 110 1,729 238 702 1,456 62 - 33,659 265 116 851 25,220 79,902 5,477 3,500 8,977 78,075 87,052	2021 Restricted funds £ - 1,091 2,500 2,572 61,788 - - - - 47,049 115,000 194 - 3,921 116 204 35 - 4,384 495 - 374 256 332 730 952 - 592 33,806 70 - 84 47,913 94,458 20,542 1,505 22,047 56,028 78,075	2022 Total funds £ 928 1,699 2,250 3,287 43,636 2,192 15,000 235 - 24,314 93,541 15 18 5,490 45 233 35 103 12,919 535 450 163 1,836 244 908 1,474 62 - 49,214 410 116 851 25,220 100,341 (6,800) - (6,800) 157,416 150,616	2021 Total funds £ - 2,346 3,000 3,321 62,988 2,275 - - 82 47,049 121,061 194 - 3,921 123 243 35 - 6,156 495 450 472 256 332 730 1,059 - 592 36,085 70 - 84 47,913 99,210 21,851 - 21,851 135,565 157,416

Ilkley and District Good Neighbours

Charity number 1126267

A company limited by guarantee number 06802173

Annual Report and Financial Statements

for the year ended 31 March 2022

Ilkley and District Good Neighbours

Annual Report and Financial Statements for the year ended 31 March 2022

Contents	Page
Trustees' report	2 to 4
Examiner's report	5
Statement of financial activities	6
Balance sheet	7
Notes to the accounts	8 to 11

Prepared by West Yorkshire Community Accountancy Service CIO

Ilkley and District Good Neighbours

Trustees' report for the year ended 31 March 2022

Reference and administrative details of the charity, its trustees and advisors

The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates

Bankers

Independent examiner

Stephen Procter West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

Ilkley and District Good Neighbours

Trustees' report (continued) for the year ended 31 March 2022

Method of recruitment and appointment of trustees

The trustees of the charity are also the directors for the purposes of company law and are appointed by the members at the AGM.

Objectives and activities

The charity's objects

The charity's main activities

Support independent living, alleviate loneliness and improve the lives of older and vulnerable people in the Ilkley District.

Public benefit statement

Achievements and performance

Ilkley Good Neighbours has continued to run schemes to relieve isolation, promote economic well-being, maintain independence, & stronger mental health.

Financial review

Net expenditure for the year was £6,800, including net expenditure of £15,777 on unrestricted funds and net income of £8,977 on restricted funds, after transfers.

Reserves policy

The charity's free reserves at the year end were £63,564.

Ilkley and District Good Neighbours

Trustees' report (continued) for the year ended 31 March 2022

Statement of trustees' responsibilities

select suitable accounting policies and apply them consistently;

observe the methods and principles in 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 accounts on a going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.

Signed on behalf of the board of trustees on 20/05/2022

P J Coulthard (Trustee)

Ilkley and District Good Neighbours

Independent examiner's report to the trustees of Ilkley and District Good Neighbours

I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 31 March 2022, which are set out on pages 6 to 11.

Responsibilities and basis of report

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

1 accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or 2 the accounts do not accord with those records; or
3 the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or
4 the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

Stephen Procter

23/05/2022

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Ilkley and District Good Neighbours

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 March 2022

Notes 2022 Unrestricted funds £ Income from: Donations GADS (2) - Donations GAF (2) 1,057 Donations large (2) 1,500 Donations small (2) 1,628 Grants (2) 1,550 Interest 2,192 Legacy - GADS receipts 235 GAF receipts - Client shopping payment - Total income 8,162 Expenditure on: Advertising - Bank charges 18 CABAD Office services 1,207 CABAD Postage 12 CABAD Publishing and stationery 45 Data protection registration 35 Gifts 35 Goods and services 2,012 Insurance 535 Independent examination 450 Publications and subscriptions 53 Room hire 107 Security checks 6 Staff payroll charges 206 Staff pension (3) 18 Staff expenses - Staff recruitment - Staff salary (3) 15,555 Staff training 145 Transport hire - Volunteer expenses - Volunteer shopping reimbursement - Total expenditure 20,439 Net income / (expenditure) (12,277) Transfers between funds (3,500) Net movement in funds (15,777) Fund balances brought forward 79,341 Fund balances carried forward (4) 63,564	2022 Restricted funds £ 928 642 750 1,659 42,086 15,000 - - 24,314 85,379 15 - 4,283 33 188 - 68 10,907 - - 110 1,729 238 702 1,456 62 - 33,659 265 116 851 25,220 79,902 5,477 3,500 8,977 78,075 87,052	2022 Total funds £ 928 1,699 2,250 3,287 43,636 2,192 15,000 235 - 24,314 93,541 15 18 5,490 45 233 35 103 12,919 535 450 163 1,836 244 908 1,474 62 - 49,214 410 116 851 25,220 100,341 (6,800) - (6,800) 157,416 150,616	2021 Total funds £ - 2,346 3,000 3,321 62,988 2,275 - - 82 47,049 121,061 194 - 3,921 123 243 35 - 6,156 495 450 472 256 332 730 1,059 - 592 36,085 70 - 84 47,913 99,210 21,851 - 21,851 135,565 157,416

All incoming resources and resources expended derive from continuing activities.

Ilkley and District Good Neighbours

Balance sheet

as at 31 March 2022 2022 Unrestricted £ Current assets Debtors and prepayments (5) 259 Cash at bank and in hand (6) 63,755 Total current assets 64,014 Current liabilities: amounts falling due within one year Accruals (7) 450 Total current liabilities 450 Net current assets 63,564 Net assets 63,564 Funds Unrestricted funds 63,564 Restricted funds - Total funds 63,564	2022 Restricted £ - 87,052 87,052 - - 87,052 87,052 - 87,052 87,052	2022 Total £ 259 150,807 151,066 450 450 150,616 150,616 63,564 87,052 150,616	2021 Total £ 576 157,290 157,866 450 450 157,416 157,416 79,341 78,075 157,416

For the year ending 31 March 2022 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime and with FRS 102 (effective January 2019).

The financial statements were approved by the board of trustees on 20/05/2022

P J Coulthard (Trustee)

Ilkley and District Good Neighbours

Notes to the accounts

for the year ended 31 March 2022

1 Accounting policies

Basis of accounting

The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year.

Going concern

The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.

Incoming resources

Grants and donations

Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.

Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.

Expenditure and liabilities

Taxation

Pensions

The charity operates a defined contribution scheme for the benefit of its employees. The costs of contributions are recognised in the year they are payable.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

Ilkley and District Good Neighbours

Notes to the accounts continued

for the year ended 31 March 2022

2 Grants and donations Bradford Metropolitan District Council (Befriend) BMDC (Shop Assist) BMDC (Moving On) Bradford Resilience Fund Bradford VCS Alliance Community Action Bradford & District Community Action Bradford & District Co-op Groundwork UK Ilkley Corona Response Fund Ilkley Rotary Club Ilkley Round Table Lottery Community Fund Tesco West Riding Masonic Lodge W W Spooner Trust All other grants and donations 3 Staff costs and numbers Gross salaries Social security costs Employment allowance Pensions	2022 Unrestricted funds £ - - - - 1,500 - 50 - - - - - - - - 500 3,685 5,735	2022 Restricted funds £ 10,000 10,000 8,000 10,000 1,500 - - 2,586 - - 750 - - - - - 3,229 46,065	2022 Total funds £ 10,000 10,000 8,000 10,000 3,000 - 50 2,586 - - 750 - - - - 500 6,914 51,800 2022 £ 49,214 1,830 (1,830) 1,474 50,688	2021 Total funds £ 10,000 10,000 8,000 10,000 1,000 9,500 - 1,146 500 357 750 1,500 9,985 1,000 1,000 500 6,417 71,655 2021 £ 36,085 936 (936) 1,059 37,144

The average number employees during the year was 5, being an average of 2.3 full time equivalent (2021: 4.9, 1.8 FTE). There were no employees with emoluments above £60,000.

4 Restricted funds HAGA Social Events Christmas Parcels Moving On Befriending ON Shop Assist Co-op Coronavirus Bradford Resilience Walk and Talk	Balance b/f £ 2,960 2,740 2,266 10,111 29,572 4,197 16,567 718 8,944 - - 78,075	Incoming £ 60 10 1,000 11,595 10,597 - 25,187 - 25,430 10,000 1,500 85,379	Outgoing £ 2 2,152 1,110 10,336 14,567 353 7,825 718 39,389 794 2,656 79,902	Transfers £ - - - - - - (5,015) - 5,015 - 3,500 3,500	Balance c/f £ 3,018 598 2,156 11,370 25,602 3,844 28,914 - - 9,206 2,344 87,052

Notes to the accounts continued

Ilkley and District Good Neighbours

for the year ended 31 March 2022

4 Restricted funds (continued)

Fund name

Purpose of restriction

5 Prepayments Prepayments 6 Cash at bank Cash at bank 7 Accruals Accruals	2022 £ 259 259 2022 £ 150,807 150,807 2022 £ 450 450	2021 £ 576 576 2021 £ 157,290 157,290 2021 £ 450 450

8 Related party transactions

Trustee expenses

No trustee received any expenses during this year or the previous year.

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.

Ilkley and District Good Neighbours

Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2022

2022 2021 Unrestricted Unrestricted funds funds £ £ Income Donations GADS - - Donations GAF 1,057 1,255 Donations large 1,500 500 Donations small 1,628 749 Grants 1,550 1,200 Interest 2,192 2,275 Legacy - - GADS receipts 235 - GAF receipts - 82 Client shopping payment - - Total income 8,162 6,061 Expenditure Advertising - - Bank charges 18 - CABAD Office services 1,207 - CABAD Postage 12 7 CABAD Publishing and stationery 45 39 Data protection registration 35 - Gifts 35 Goods and services 2,012 1,772 Insurance 535 - Independent examination 450 450 Publications and subscriptions 53 98 Room hire 107 - Security checks 6 - Staff payroll charges 206 - Staff pension 18 107 Staff expenses - - Staff recruitment - - Staff salary 15,555 2,279 Staff training 145 - Transport hire - - Volunteer expenses - - Volunteer shopping reimbursement - - Total expenditure 20,439 4,752 Net income / (expenditure) (12,277) 1,309 Transfers between funds (3,500) (1,505) Net movement in funds (15,777) (196) Fund balances brought forward 79,341 79,537 Fund balances carried forward 63,564 79,341	2022 Restricted funds £ 928 642 750 1,659 42,086 - 15,000 - - 24,314 85,379 15 - 4,283 33 188 - 68 10,907 - - 110 1,729 238 702 1,456 62 - 33,659 265 116 851 25,220 79,902 5,477 3,500 8,977 78,075 87,052	2021 Restricted funds £ - 1,091 2,500 2,572 61,788 - - - - 47,049 115,000 194 - 3,921 116 204 35 - 4,384 495 - 374 256 332 730 952 - 592 33,806 70 - 84 47,913 94,458 20,542 1,505 22,047 56,028 78,075	2022 Total funds £ 928 1,699 2,250 3,287 43,636 2,192 15,000 235 - 24,314 93,541 15 18 5,490 45 233 35 103 12,919 535 450 163 1,836 244 908 1,474 62 - 49,214 410 116 851 25,220 100,341 (6,800) - (6,800) 157,416 150,616	2021 Total funds £ - 2,346 3,000 3,321 62,988 2,275 - - 82 47,049 121,061 194 - 3,921 123 243 35 - 6,156 495 450 472 256 332 730 1,059 - 592 36,085 70 - 84 47,913 99,210 21,851 - 21,851 135,565 157,416