BURNAGE GOOD NEIGHBOURS FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 Registered Charity No. 1146074 BURNAGE GOOD NEIGHBOURS INDEX PAGE NUMBER CONTENTS TRUSTEES ANNUAL REPORT INDEPENDENT EXAMINERS REPORT STATEMENT OF FINANCIAL AcfiviTIES BALANCE SHEET STATEMENT OF CASH FLOWS 9-16 NOTES TO THE ACCOUNTS FOR MANAGEMENT PURPOSES ONLY 17 TIiADITIONAL INCOME AND EXPENDtfuRE ACCOUNT BURNAGE GOOD NEIGHBOURS Report of the trustees fof the year ended 31 March 2024 The trustees present their annual report and financial statements of the charity for the year ended 31" March 2024. The financial statements have been prepared in accordance with the accounting policies set out irs note I to the accounts and comply with the charity's trust deed, the Charities Act 2011 and Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard Applicable in the UK and Republic of Ireland published IFRS 1021 (effective l January 20191- Objectives and activities The purposes of the charity are to promote social inclusion for the public benefit by preventing people from becoming socially excluded. and the main attivities are for the wellbeing of older people of the area. The trustees tonfirm that they have referred to the Charity Commission's guidance on public benefit when reviewing the Charivs aims and objertives. in planning future activities, and setting the policies for the year. The charity furthers it5 charitable purpose5 for the public benefit through volunteer5 delivering community support for the benefit of older and disabled people of the area, providing social activitie5 and outings a5 well as health and wellbeing classes. Our actwities include a luncheon club, exercise and yoga classes. a range of arts and crafts activities and urgent shopping support. Our aim is to provide social, prattical and emotional 5UPPOrt; all of which enable members to remain independent and to have a meaningful, healthy and enjoyable older age. We recruit, train and support volunteers who help us run these services and activities based around their interests, skills and experience. A review of our achievements and performance: How our ¥tivlties delrvered publlc benefit Our main achievements during the year was reducing the impact of social isolation by getting people out of their homes and back into a community building where our activities help foster social support and keep service users in contèct wrth each other, reducing isolation and loneliness. Over IIX) clients benefit from our services. Some have had intensive help over a short period of time whilst others benefit from ongoing day to day artN1t￿5. Financial rewew Our financial review is held after our AGM. Our Current funding from Manchester City Council will end on 31, March 2025. We have been informed that our funding will be extended for a further year, taking us to 31" March 2026. During thi5 period. we will be invited to undertake an application proce55 to secure three year fundin& moving forward. Investment powers and policy The trustees, having regard to the liquidity requirements of operating the charity. have kept available funds in an interest-bearing dep051t account. Reserves policy and golng con¢em The balance held in unrestricted reserves at 31" March 2024 was £45,209 of which all are free reserves. after allowing for functs tied up in tangible fixed assets. BURNAGE GOOD NEIGHBOURS The trustees aim to maintain free reserves in unrestricted funds at a level which equates to approximately three months of unrestrirted charitable expenditure. The trustees consider that this level will provide sufficient funds to respond to applications for grants and ensure that support and governance costs are covered. The Charity's main source of income is grants and fees. The Trustees consider that it is appropriate to prepare the accounts on a going concern basis and, consequently, the accounts ISJ not include any adjustments that would be necessary if these sources of income should cease. Risk management The trustees have conducted a review of the major risks to which the charity is exposed and systems have been established to mitigate those risks. Plans for Future Periods To continue to secure funds in addition to the central SupportinE Communities grant in order to sustain our activities. Strurture, zovernance and management The Charity is a registered charity and is constituted under a trust deed dated February 2012. Appointment of trustees New trustees are appointed by existing trustees and serve for one year after which they may put themselves forward for re-appointment. The Trust Deed provides for a minimum of 9 trustees, to a maximum of 12 trustees, with no more than 3 trustees due for re-appointment in any one year. At the bi-monthly trustee meetings, the trustees agree the broad strategy and area5 of activity for the Charity, including investment. reserves and risk management polities and performance. The day to day administration of the Charity is delegated to a senior manager. Trustee induction and training At the AGM trustees are appointed from the community who will Serve for the following year. New trustees will be given suitable traininE and support where required. Reference and adrninistrati¥e information Charity Name.. Burnage Good Neighbours Charity Number: 1146074 BURNAGE GOOD NEIGHBOURS Trustees Lynn Leggat Sheila Lucas Jonathan Hartley Linda Duffy Colette Booth Anne Guy Pat McGuiness Tony Hampson Joyce Proctor Susan Harley Chair of Trustees Wice Chair Treasurer Co-opted Secretary Iresigned Ortober 20231 (resigned April 20231 Slaff Samantha Taylor Krysia Griffiths Senior Manager Samantha Taylor Principal Office Burnage Community Centre 347 Burnage Lane Burnage Manchester M19 IEW Independent Exarniners Community Accountancy Service Limited The Grange Pilgrim Drive Beswick Manchester MII 3TQ Bankers Co-operative Bank plc l Balloon Street Manchester BURNAGE GOOD NEIGHBOURS Trustees responsibilities in relation to the financial statements The charity trustees are responsible for preparing a tru5tee5' annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources. of the charity for that period. In preparing the financial statements. the trustee5 are required to.- Select suitable accounting principles and then apply them conslstently- Observe the methods and principles in the applicable Charities SORP: Make judgments and estimates that afe reasonable and prudent- State whether applicable accounting stsndards have been followed. subject to any material depart¥Jres that must be disclosed and explained in the financial statements: Prepare the financial statements on a going con￿rn basi5 unle55 it is appropriate to presume that the charity will continue in business. The trustee5 are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provision of the Trust deed. They are also responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud and other irregularities. Approved by the trustees on 27 January 2025 and signed on their behalf by: Lynn Leggat CHAIR of TRUSTEES INDEPENDENT EXAMINERS REPORT TO THF. TRUSTEES OF BURNAC.F. GOOD NEIGHBOURS REGISTERED CHARITY NO. 1146074 I rewrt on the accounts of th¢ charity. for the Year End¢d 31" March 2024 which are set out on Pdges 6 to 16. Respective Responsibilitie5 of Trustees and F.xamincr The charit} s trustees are responsible for ihe prcparation of the accounts. The charity trustees consider ihat an iiudit 1% nol requircd for this l'ear under section144(2) of the Charities Act 2011 (Ihe ?01 l Act) and ihat an independent examination is needed. The charity is preparing accrued accounls and l am qualifi¢d to undertake the examinaiion by I￿Ing a qualified member of the Association of Chartered C¢rtifi¢d Accountants. Ii is my responsibility 10: Examine the accounts under section 145 of the 2011 Act. follow ihe pro¢edur¢s laid down in the general Directions given by the Charity Commission under S¢¢iion 145(5)(b) of the ?01 l Act- and To state wheiher particular mall¢rs hav¢ come to my attentio Basis of IndependeDt Examiner5 Report My examination was C￿led oul in accordance with the General Directions given by the Charity Comrnission. An exarninalion includes a revie￿ of the accounting records kept by the chariiy and a comparison of the accounis pre5enied with those records. It also includes consideration of any unusual items or disclosures in the accounts. and se¢king explanations from you as In￿teeS concerning an). such matters. The proc¢dur¢s undcrtaken do not proi'lde all the evidence that ould be required in an audil, and consequently no opinion is gii'en as to whether the accounts pres¢nt a "truc and fair victh". and the report is limited to thos¢ matters set out below. Independent F.xaminer's Slatement In conneLliun M'ith m}. examin4ltion: no matter has come to my attention . ( l ) which gives me r¢asoniible cause to belIe￿.e that in anj material respeci ihe requirements.. lo keep accounting records hai'e in ￿CordanCe wilh seclion 130 of the 2011 Act: and io prepare acLuunls which accord wilh thc accounling records and to comply the aLcounting requiremenls of Ihe 2011 ACL have noi been met- or (2) lo i¥'hiLh. in m). opinion. attention sl)ould be drdWTr in order to enable a proper underslanding of the accounts to be reache(L Signed: AM King FCCA Date: 27" Januat), 2025 Community Accountancy Service Ltd The Grange, Pilgrim Drive, BeswicL Manchester, M I13'1"Q Total Furrtts Tolal Fun Y•arEffldpJ 2024 rch2D23 In¢w¥trom'. t*n*hins and 15.616 3.748 6.721 15,61S ,12e 6.721 47.021 25.838 759 A￿*1￿*¢us In¢¢%Y 647 647 8J.141 73 Tdl*l 26.761 ExpendllureoTh.' Fwds 101 9,713 17 62.1 .771 16.613 65.￿3 81.676 CharrtaNeAth¥i T¢xal 71￿1$ 11%4351 3,370 12011 201 04 IIS2341 3.370 R•¢¢n¢#knt1oTh￿IurNts 76.105 31.752 16.518 lo7￿57 111.Z27 110.837 107.857 Totsifunal ¢4rried fOnv4rd AT31 Flx•dao8•t•'. TL**Tixqd a1*4ts st(￿5 {14 112.(Q1 1 Il91fj 107. IL￿. Netcwtero 11D.541 IL*.th 1112ZI 107ffi1 pr￿l￿on$10r1labl1fi￿$ 11IZ7 107. Tth•ftyids¢*the Ghartty.. Re5fricted rnwme 16518 31.7S2 76.1£ TL￿ lther¢si 647 11.3731 647 {1.XQl (&337) lo7￿3 113. 112.r 1117A63 l. krourtirrfpdk accounts Ififièncial sthternerrt51 been rkne trL¥tees attsrdwPDo￿ (￿lted¥ fundfor a ￿rPose Fwtherdetai15 oleath lthj arethsdosed 17. Irl In£L¥￿er￿{￿n￿ID￿ I Incurne is re(oÉniSed hasentidern￿t￿￿i￿oMe.rt1sK1obat￿th#1hetrrn￿11 b rece5vedaThl the amuntofintomE TE(EwablÈ (aty bemtaxved DanatlOn5 arerecwi5Ed ch4fityha5 bven r*Xif￿ln *Titiryof tNJththE event t￿ta donatlw 15gJbptttocondiThonsthatrewrea I￿OfPolorrnl￿ebeftye thetharityis tot fund& the I￿orne 15deferFEd a￿j nor te¢¢wsed untileryher th(¥se coth)w6are ￿thEfu￿lr￿i of Those t￿￿1110￿5 15wtKdly￿thlttth￿(thIfIQI ¢ftheCharityx￿ it is wabatslethatthE [0nd￿*1m befthkd fft the lew1rti￿ wod. InterE5t on fund5 hEld ondEFK5iti5 re(ery3tle￿j1￿*Tru￿nI C4nberrwg￿￿d rdially ￿1￿Ck&￿ty.. this 15norn￿lyu￿ nOlIfiEation o14he interest or payatle*thetsJnk. ￿￿ed ￿ls￿nd￿rIar0d and OJe. l*Jl E%penditure Reccy Lièknlilies ale rew8ni5Eda5eyw&twexsLWXtkn isa that eipeDthwre. Itty￿o￿atlet￿rsetd￿me￿t￿th req￿rea ￿￿￿a*JI¢d Allewer￿litye is èCCO¢Jniedfty acryu*bay> eAper6es ￿￿￿￿￿￿(051$and¥0￿￿Ma￿e£D5tsare alhXatedorJpwrriorediQtheapr1i￿b￿e1￿itlYE inlotrnthn On tr￿Sa￿￿￿JZwjn tthionote lfj lil lrrECtrR￿W*VAT Itret0¥eratdeVAT￿Chètyed aÉèrnst ttr*ewtThJitLrtWr*loT itwa5ioomd. >JppDrt lQ5t5 have betn alkncated between 8¢wrnarrfe ￿5t$￿d￿her￿r￿1rtc¢j$￿ G￿￿y￿antE c05t5(JJrnPri5E all Lostsin￿l¥rn8t￿P￿￿C aErountaL*lilV Dfihpthwffya￿ WithrE8dai*￿3ntsloc￿w￿bre. These StsirtlLQÈ c0scsrelaiedt0artdeperthiie4tThnati￿ and *alfeestytsWh an¥pNwbonwtol(Awh@ad and Suoptyt costs. Tre ts>CO5ty￿r$l*1uffld￿ The c05tsol raiyngfund5cry￿5t5QI ￿￿rtsardart￿1be5a￿dT￿keE￿￿ Ihl(WtabFeA¢tl¥ft C05ts0fchants￿e 7. IIITlr¥iWef￿ed assetswdOyea*iti l as&ets costingrmrethan ÉXF)arEw'. C¢￿￿n#￿ Pay￿1 Co 624 7.112 Pr￿lOUIrPpryIlnSperiod 5.178 &178 Pawvll Cos S.715 31 *rc* 31 Ilarch W4es * S*¥ies 45.4Y 47.W7 SurA SEoJnty Co*1* PenwThi Costs 48.591 &Jprthco¥J e￿￿OyMEnt benefits. IncludinE effl$4uVErpe￿on conlribJiKin50fthe ktyrnarwmvrtpvs￿￿ ¥JtreU&Og1 Ye¥b*O Y#rÉTrd•d 2J Independ•it 11. TarIJkn￿W￿*QA11•tt l 2023 AdditlOn5 Al 31 3)24 12.499 12.493 12.499 Oepr4tLAtidn At 1 Apnl 2023 Char8elor Ve3r At 31 March 1024 11.470 343 11.470 IU13 Il*l3 BOOK VALUE At31 Marc* 2024 At31 M¥tha)23 1.029 1.029 TheoryathsaDOndDP5rK>tho￿ stfy*> 13. An*sbd4eblWS Dthors prepa*￿￿t5 972 975 I￿56 i￿5 Oebtty5and weptynents UnFE5tri￿1u￿d5bcrth ￿2024￿12013. 14. C￿d￿0￿..¥M￿Thts￿I1Nth&¥￿th1TrQr￿￿¥ Cr•dilors 744 675 iJ*t 1& Dèferrnd Inton* B8LWc&&at I*￿12025 8aL7nc&at31$1 2024 lthl*eJ 17. AnalyJlo Orchartia￿ L4nc•it 31 IX23 FLMO Desgn*•Y Fund 26.761 17.9561 (2011 495 7&1 49,5 26.761 {7.Wl Temr¥w rr￿1￿$ M•rth2021 Ger￿ FLmd D•sJ9n*d Fi 21.LB4 49 ISJ.4761 26.edJ5 19).4761 76 1(K5 Gern¥ai Fwvj Desyntsj JT B￿r MwJthethFCty Cwrol. Lw Wel 41 Wigh ShBMfg Garfielrt W¢* GMMH-BLdtt GMMH. Cl￿￿￿9 Prw* GMNfr 4.?71 S79 P,8YI 337 I1.2￿> {1.(￿> 8.780 ($5.8S51 ￿1￿￿$1￿rCrt1 L4MS Crty th￿1. L￿ Tne Biy Lo1￿ F￿j OPENS Peoies. Th2 Chanty S8tv* GAWH 3.515 (3.8921 1341 [i.roJi 31.752 16518 rePDrtireppr￿d 11*44t31 Tr4r•fws hl•rtth 2023 rBIw 1.164 {1.1611 13WI (9.7481 11917 High stterrsp￿￿T[U Garfieldwqskjn 1.497 10.0)J (9181 io.( 11S4 Ptf4KI GM NHS The BIgLOW+ FwK1 OPENS S.921 5.2161 Tr*ChknSerbi¢* G6W 610 Is401 Clantsb￿ TniEt 6,J12 4)243 16.4921 131Tr)1 22 31.752 ofthirltsbl•frJndB NAMeolr•￿￿etsd Tund.. SoUthwayVDU￿ll1 nihestercityC¢u(￿l-l￿0$w￿J al Igh 5henffsPdiceTru Giifirld We51on GMMH-BUEZ GMklH. Co￿￿￿1pr￿eCE GM NH5 ma￿￿¢ster CtytsJntil. Christma5Li8hts 44nthe5terCItyCouryl. Ltsnch Ovb rheBig LDtiEryFund OpEt4S tr¢ PEo￿e$, F0J￿￿on CharrtySeThi GMVH ks ￿¥j$t¢￿TrI 19 Guardian Chanta￿@Trust Arkntyon foiAieir bJr ToW2124 T￿gi￿le*￿￿ aS*S Ca6h* In hand 15.$)2 112.LYJI 1,4FA)I 111227 rot 16.518 To142023 atblnk 27.349 17JSI 107. e[ WCJJfferf Toi* 31.7S2 1D7057 19. FInInE￿I kn•trum•nts BUR14AGE GI￿NEIGHBOu115 17 Yow Ended Year Ended 31 Mavth 31 Marth 2U Incwtw DoDatlOn5 Miscellaneous Income Investment Income Manchester City Council-cost of Lwing Manchestercity Countil- Wellbei tunth aub Fees Restnaed Èrants- GMMH- Buu GMMH- Cool￿8 Projecl GM NHS 15.3e6 2.75D 647 73 44.276 3.198 3.746 2.154 1.320 1.980 Southway Housing Manche51erCiiy counol-Jubi￿ Party ManchÈsterCity Countil- Volunieer Event ManchesterQtyCouDtiI- Supporting Commumies M3ncheSTer City Courrfil-thvillmas ManthesterCitycounc4- Lunth a The Big Lottery Fund OpENS Peoples. Foundatiu Fundrèi5ing events athd act￿l￿e$ Totsl IrKome 870 250 9.828 5008 6.721 83.141 5.759 7&696 Expendrwre Trip5 and Web511e Etnployment Costs Se55ional Worker5 Training 085 Fees Volunteer Expense5 TraveF Expenses Minor Equipment Cleaning Bank Charges Gardening Refreshments Telephone & IntemÈt Repairs & Maintenan Rent Insurance G0￿manCe￿nd SUPPLYt cost5 p￿t. Printing & Statio￿ry DepreCiat￿n T¢sts1 Éxpendilure 16.419 1.29J 46.442 16.613 48.591 1Th) 93 31 1.746 1.692 783 613 52 29 1.118 2.705 7.112 949 343 79.771 81&76 Su￿￿$/¢￿tfi