Charity registration number: 1157367
## **FRIENDS OF GREENFIELD**
**ANNUAL REPORT AND FINANCIAL STATEMENTS**
**FOR THE YEAR ENDING 31[st] JULY 2022**
## **FRIENDS OF GREENFIELD**
## **CONTENTS**
|Reference and Administrative Details|1|
|---|---|
|Trustees Report|2-3|
|Independent examiner's report|4|
|Receipts and Payments Account|5|
|Statement of Assets and Liabilities|6|
**REFERENCE AND ADMINISTRATIVE DETAILS**
## **FRIENDS OF GREENFIELD**
|**Charity name**|Friends of Greenfield|
|---|---|
|**Charity registration number**|1157367|
|**Registered office**|Greenfield Special School|
||Duffryn Road|
||Pentrebach|
||Merthyr Tydfil|
||Mid Glamorgan|
||CF48 4BJ|
|**Trustees**|C Davies|
||Mrs A M Hamer|
||Mrs A Crowson|
||Mrs M Harris|
|**Bankers**|Lloyds Bank|
||69 High Street|
||Merthyr Tydfil|
||Mid Glamorgan|
||CF47 8A|
|**Accountant**|Mitchell Associates Limited|
||The Business Park|
||Triangle Business Centre|
||Merthyr Tydfil|
||CF48 4TQ|
Page 1
**FRIENDS OF GREENFIELD TRUSTEES' REPORT**
The Trustees present their report with the financial statements of the charity for the period ended 31[st] July 2022.
## **STRUCTURE GOVERNANCE AND MANAGEMENT Organisational structure**
The Charity is run by the Board of Trustees and they meet on a half termly basis; it is they who take responsibility for the strategic planning and monitoring of the work of the Charity. The Board can establish sub-committees and working parties to carry out functions on its behalf. Implementation of the organisation’s aims and objectives and the day to day administration of the charity is delegated to the Chairperson and Treasurer. Included in the delegated authority, and approved by the trustees, for operational matters these powers include finance, employment.
## **Governing document**
The Friends of Greenfield is a charitable incorporated organisation, incorporated on 9[th] June 2014.
## **Recruitment and appointment of new trustees**
Trustees are appointed or their positions ratified at the Annual General Meeting.
New trustees are asked to attend and observe regular meetings of Friends of Greenfield. They are supported through a trustee mentor and encouraged to participate in the organisation and planning of events planned by the charity.
The Board of Trustees meet termly with the fundraising committee at Greenfield Special School. All Trustees give their time voluntary and received no remuneration or other benefits.
## **Related parties and co-operation with other organisations**
Friends of Greenfield have continued their links with Barnardo’s and Salvation Army.
## **Risk Management**
The Trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. Friends of Greenfield have taken precaution to ensure that only Trustees have any responsibility for financial matters i.e. signing of cheques etc. The planning and organisation of events is discussed at meetings where all stakeholders are invited to contribute. This is then further discussed by Trustees in accordance with the constitution of the charity; meetings are documented accordingly ensuring a fair and transparent process.
## **OBJECTIVES AND ACTIVITIES**
## **Objectives and Aims**
The main objective of Friends of Greenfield is to provide additional facilities to Greenfield Special School that enhances the education and personal development of the pupils of the school. Greenfield Special School, Merthyr Tydfil provides a positive learning environment for children with learning difficulties.
## **Financial Review**
The Trustees have examined the charity requirements for reserves in light of the main objectives and established a policy that any objective should not be undertaken if sufficient reserves are not available.
Due to Covid 19 restrictions we were unable to hold any charity events after March 2020. We have relied on donations from parents and family members of the children attending Greenfield school and also local businesses. We held a Christmas raffle which raised some funds for Friends of Greenfield.
We continued contributing towards developing the outside learning area. We purchased an array of apparatus from Landscapes for Learning to enable all of our pupils including our pupils who use wheelchairs to access this provision. We also added two outside learning rooms for the pupils to engage in outdoor learning activities regardless of the weather.
Page 2
## **FRIENDS OF GREENFIELD**
## **TRUSTEES' REPORT**
## **Reserves Policy**
The Trustees have examined the charity requirements for reserves in light of the main objectives and established a policy that any objective should not be undertaken if sufficient reserves are not available.
Friends of Greenfield held cash at bank as at 31st July 2022 of £19,672 of which all were unrestricted funds and. The unrestricted funds will be used for any expenditure that the Trustees feel meet the requirement of the main objectives of Friends of Greenfield.
## **Future Developments**
Pupils of Greenfield school continue the upkeep of the bike shed and maintain and repair the bicycles. The garden area is also maintained by the pupils who grow their own fruit and vegetables. The fresh produce is used in the school cafe which the pupils run as a business enterprise.
During the forthcoming year Friends of Greenfield have made grant applications to continue to develop our outside learning areas and applied to the National Lottery for a grant for a new sensory room.
The charity will continue to support the pupils of Greenfield School through the continued development of outdoor learning areas, this we hope to create through more permanent outdoor structures.
## **Public Benefit Statement**
In shaping our objectives for the year and planning our activities, the trustees have considered the Charity Commission’s guidance on public benefit, including the guidance on ‘public benefit: running a charity (PB2).
The trustees confirm that they have complied with the requirements of section 4 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.
## **DECLARATION**
The Trustees of Friends of Greenfield declare that they have approved the above Trustees’ Report.
Approved by the Board on 26 February 2024 and signed on its behalf by:
A Hamer A Crowson
Page 3
## **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF**
## **FRIENDS OF GREENFIELD**
I report on the accounts of the Trust for the period ended 31 July 2022, which are set out on pages 4 to 5.
## **Respective responsibilities of trustees and examiner**
The trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011(the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
- examine the accounts under section 145 of the 2011 Act;
- follow the procedures laid down in the General Directions given by the Charity Commission under section 145 (5) (b) of the 2011 Act; and
- state whether particular matters have come to my attention.
## **Basis of independent examiner's report**
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.
## **Independent examiner's statement**
In connection with my examination, no matter has come to my attention:
- (1) which gives me reasonable cause to believe that in any material respect the requirements:
- to keep accounting records in accordance with section 130 of the Act; and
- to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act
- have not been met; or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Mitchell Associates Limited
Date: 26 February 2024
Page 4
## **FRIENDS OF GREENFIELD RECEIPTS AND PAYMENTS ACCOUNTS**
## **FOR THE PERIOD ENDED 31 JULY 2022**
|||**Unrestricted**|**Unrestricted**||
|---|---|---|---|---|
|||**Funds**|||
||**Year**|**to 31**|**Year**|**to 31**|
||**July 2022**||**July 2021**||
|||**£**||**£**|
|**Receipts**|||||
|Donations||3,547||473|
|Fundraising||2,290||3,839|
|Grants||-||2,000|
|**Total**||**5,837**||**6,312**|
|**Payments**|||||
|Fundraising Costs||(139)||(165)|
|Charitable Activity|(1,254)||(29,626)||
|Governance||**-**||(-)|
|**Total**|**(1,393)**||**(29,791)**||
|**Total Net Movement in Funds**||**4,444**|**23,479**||
|Total Funds Brought Forward|15,228||38,707||
|**Total Funds Carried Forward**|**19,672**||**15,228**||
Page 5
## **FRIENDS OF GREENFIELD**
## **STATEMENT OF ASSETS AND LIABILITIES AS AT 31 JULY 2022**
|**31 JULY 2022**
**£**
**Current Assets**
Bank and Cash
19,672
**Net Current Assets**
**Net Assets**
**The Funds of the charity:**
**Funds**
Unrestricted Income Funds
**Total Charity Funds**|**£**
19,672
**19,672**
19,672
**19,672**|**31 JULY 2021**
**£**
**£**
15,228
15,228
**15,228**
15,228
**15,228**|
|---|---|---|
Approved by the Board on 26 February and signed on its behalf by:
A Crowson
Page 6