Company Registered No. 08821484
Charity Registered No. 1160393
ALDER TRUST
TRU5TEES' REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024

ALDER TRUST
(A COMPANY LIMITED BY GUARANTEE)
CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
Charity Information
Report of the Trustees
Report of the Independent Examiner
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
10-17

ALDER TRUST
CHARITY INFORMATION
FOR THE YEAR ENDED 29 FEBRUARY 2024
WORKING NAMES OF THE CHARITY:
AlderTrust
Firgrove
Lillies
Aldermoor Community Farm
TRUSTEES:
Dr PJ Clarke
S Clarke
A Arthur
D Barclay
S Hull
R Brown (resigned 25109/20241
CHIEF EXECUTIVE OFFICER:
D Barclay
REGISTERED OFFICE:
107 Firgrove
Southampton
Hampshire
S015 3ET
REGISTERED COMPANY NUMBER:
08821484
REGISTERED CHARITY NUMBER:
1160393
BANKERS:
Lloyds Bank plc
Cobden House
12 Mosley Street
Manchester M2 3AU
INDEPENDENT EXAMINER:
Marcus Cridland B.A.IHons) F.C.A.
Scott Vevers Ltd.
Chartered Accountants
and Registered Auditors
65 East street
Bridport
Dorset
DT63LB

ALDER TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 29 FEBRUARY 2024
The Trustees present their report together with the financial statements of the Charity for the year
ended 29 February 2024.
The accounts have been prepared in accordance with the accounting policies set out in the notes to the
accounts and comply with the Charity's governing document, applicable law and the requirements of
the 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 IFRS 1021.
OBJEcfivES AND AcfiviTIES
Our Wision and Mission
The vision of the trust is to enable communities to thrive. Every person should know their value. Our
mission is to improve mental health and well-being, empowering people to live better, and find their
place in community.
Objects
The objects of the charity are to improve mental health and wellbeing by".
Relieving poverty, to advance education and to relieve need in individuals arising from
their youth, age infirmity or disability, financial hardship or social circum5tance5.
Developing the capacity and skills of members of disadvantaged communities in such
a waythattheyare better able to identify, and help meettheir needs and to participate
more fully in society.
For any othercharitable purposesforthe benefit of communities a5 theTrustee decide
from time to time.
Activities
Achieving our Mission andAims- creating a public benefit
In compiling this report, we have referred tothe guidance contained in the Charity Commission's general
guidance on public benefit and compiled the review of our aims and objective to reflect how our
activities deliver public benefit.
We run several accessible projects and create impactful partnerships to achieve our mission. We aim to
fill the gaps we see in our communities through support, services and resources.
ACHIEVEMENTS AND PERFORMANCE
What we do to achieve our Vision, Mission Gnd Aims
Alder Trust remains agile. inclusive, sustainable, accessible and transformational to ensure that we
benefit the community with what is required. We provide projects, initiatives and support to the local
community focuses on the current need.
The primary focus for this years, activitie5 has been:
The whole charity has moved onto a Salary matrix that is a better rate of pay for the job
responsibility. This has helped us with recruitment a5 well as retention in staffing.
We employed a Head of Fundraising and Innovation to focus on making connections with
Grants and Trust5 to support all our projects.

ALDER TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 29 FEBRUARY 2024
Firgrove & the Lilies:
o Thi5 year the team took a difficult decision to start charging for the counselling sessions.
We created a Bursary Fund so that those who couldn't afford the sessions could still
access our service. We also subside 50% of the cost.
Delivered a total of 911 hours of counselling, 241 cou nselling sessions were cancelled.
This was acros5 123 client5, 8 of which are couples.
Miscarriage is the most common type of loss that we support with Termination for
Medical Reason {TFMRI and still-birth on the increase since last year.
Princess Anne Hospital in Southampton and the Bereavement Midwives team are our
highest referrers although we see a range of other services signposting to our Centre.
From our evaluation forms to clients, 99% of clients would recommend our service and
95% said the delivery of our sessions was excellent.
o Our two trainees qualified as counsellors, and we were able to employ both on 5 hours
per week to continue working for usl
o We have expanded our service to those experiencing infertility and those who have
received a terminal diagnosis during their pregnancy.
o Purple Doonmay has been handed over to us and we are preparing for delivering the
training ourselves.
We had an office renovation making a reception area forclients to wait in which is more
welcoming than before. We also have a new hot desking in the back office so more
people can work at the same time downstairs.
o Throughout the year, we have worked on a 5-Year Plan for Firgrove so that we know
where we'd like to get to over the years and the targets we need to meet financially to
achieve this.
We moved to an online calendar for the team to reduce the hassle with remote and
part-time working.
o Secured funding from Kind2Mind Campaign 1£9.6851, Michael and Betty Little Trust
{£30,000}, Hospital Saturday Fund Association grant1£3,000) and 8&Q Foundation
{£8,0001. Firgrove's Annual Quiz Night was a great success raising £1,171.
Healthy Relationships:
This year our project leader has defined the vision and mission of the projert to have
clear focus and direction.
o Delivered 48 Primary School sessions to over 370 pupils.
o We have received feedback from 344 pupils and 8 teachers with 940A of the pupils
enjoying the sessions and 91% learning new things in each session.
"I've learnt its okay to be different. It5 importt7nt to be who you are."
And of the teachers, 100% agreed the subject content covered were relevant and
important, and IOOOA agreed that its valuable havlng an outside agency delivery
Relationship sessions.
.1 thought the 5esslons were brilliant. Carefully and sensitively delivered, intert7ctive und
engoging. I thought the domestic abuse workshop e5peci(711y wt75 really important cTnd
done in an age appropriate way. I think this should be delivered in oll Primory schools."
Continuing team development in SRE by attending Solent Sexual Health training,
Sexuality & Inclusivity, NSPCC online safety, Engaging Boys & Young Men and Consent
& Touch for younger learners.
o Part of two network forums for RSE and Teenage Pregnancy.

ALDER TRUST
REPORT OFTHE TRUSTEES
FOR THE YEAR ENDED 29 FEBRUARY 2024
o Developed resource5 for schools including a board game resource on the topic of
stereotypes, 'Break the Mould,, an 'Empathy in Children, booklet, and revamped the
Lifeline Manual to have up to date information.
o Delivering sessions to primary schools for free with an £100 admin fee and charging
secondary schoo15 for sessions to bring in income.
Secured funding from Barker-mill Foundation 1£2,0001, 7Star5 {£2,5001, Hedlev
Foundation {£3,0001 and a local business {£lO,000).
Aldermoor Community Farm:
0 2023 Statistics on the Farm with volunteering:
Hosted 190 volunteer sessions totalling 4318 hours of volunteering.
We saw 80 individual volunteers.
26 volunteers gave over 30 hour5
10 volunteers gave over 100 hours
4 volunteers gave over 400 hours!
o Of all the volunteers we have 14 young people and 36 were new this year.
o The community of the farm has grown, with volunteer days increasing and a café
opening in the Farm Shop to bring in people in a safe, outdoor space.
o We have increased the team with more hours for the Lead Grower and added a Food
Production Specialist and a Therapeutic Gardening Lead to the team.
o Open Days are regular, with 4 each year, aligning with each season, bringing in new
customers and increasing shop sales.
We recruited an Animal Care volunteerto coordinate incubating chicken and duckeggs
and looking after the resulting chicks and ducklings.
o We explored the possibility of increasing the area of the farm by renting from the
adjoining owners but this is not currently possible. We will revisit this in the years to
come.
The Farm Manager taught an Introduction to Permaculture Course three times over
the year which is helping establish our centre of learning.
o We hosted Southampton Green Network and Southampton Environmental Network
which has connected the farm to othervoluntary organisations, schools and agencies.
The Farm Shop opening times were extended during the summer holidays to provide
extra supportforfamilies. We saw a new customer base come through but not enough
to sustain the opening hours so we reduced back to the usual hours in September.
o We moved the shop from the barn into two shipping containers loaned by local
company Storage on Site. This is the first move in developing the steel barn into shop.
kitchen and community space.
o The Food Production Specialist role is working well and bringing in new customers for
lunches, cakes in the café and preserves.
o We supported a summer internship from the University of Southampton researching
how we might use rainwater orspring water as a source of drinking water.
FINANCIAL REVIEW
Total reported income was £215,502 {2023: £239,700}. The net deficit for the year was £61,99812023:
surplu5 of £84,313). Unrestricted reserves at 29 February 2024 were £220,078 12023: £260.243),
including the freehold property valued at £180.00012023: £180,000) transferred from Firgrove Family
Trust in 2018 and other designated fund5 Of £35.85812023: £71,716). Restricted funds at 29 February
2024 were £5,95312023: £27,786).

ALDER TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 29 FEBRUARY 2024
Reserves Poli
The directors have considered the level of reseNes they wish to retain, appropriate to the charity's
needs. This is based on the charity's size and the level of financial commitments held. The directors aim
to ensure the charity will be able to continue to fulfil its charitable objectives even if there is a temporary
shortfall in income or unexpected expenditure. The directors will endeavour not to set aside fund5
unnecessarily.
The aspiration of the Trustee5 is to hold sufficient funds whereby the unrestricted funds not committed
or invested in tangible fixed assets I'the free reserves'l held by the Charity represent between 3 and 6
months of core running costs of the overall charity. This amounts to approximately £4,000 to £8,000.
At the year end free reserves amounted to £4,220.
PLANS FOR THE FUTURE
The Trust has the following principle objettives for the coming year:
To make each project more financially sustainable.
To make more relationships with local businesses resulting in support.
To increase the wellbeing of our employee5 as well as beneficiaries.
To double the amount of school sessions delivered for Healthy Relationships focusing on
Primary.
To develop more events within the Farm widening our community.
To increase our volunteering hours I
These objectives will continue alongside our support of other Charities, which may include consultancy
and potentially other charities where this is alignment of objects, vision and values coming under the
leadership and governance of AlderTrust.
The Trust will aim to increase its Trustees to increase its public accountability and finances.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governin
Document
th
The Charitable company was formed on 19 December 2013 and registered with the Charity
th
Commission for England and Wales on 9 February 2015. It Is governed by the Memorandum and
th
Articles of Association dated 19 December 2013.
Trustees
Trustees are elected and removed by the existing trustees.
Trustees are recruited for various 5ki11s they bring to the organisation. New Trustees are issued with an
induction pack and are invited to visit a number of projects during the year to gain first-hand knowledge
of the value of the service we provide.
The Trustee Board meets up to 4 four times a year for formal business meetings at which long-term
strategy, current direction and finance are considered. The Board currently comprises of five Trustee5
who delegate the day to day running of the charity to David Barclay. Trustees who served during the
year are listed on Page l.
anisational Structure
The board of Trustees meet at least quarterly (with senior staff attending as appropriatel. The
operational management of the Charity is delegated to the Chief Executive Officer and his staff. They
liaise with the Trustees on a frequent and regular ba51S.

ALDER TRUST
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 29 FEBRUARY 2024
Ma
or Risks
The Trustees actively review the major risks which the charity faces on a regular basis and believe that
maintaining the free reserves stated, combined with the annual review of the controls over key financial
systems carried out on an annual basis will provide sufficient resources in the event of adverse
conditions. The Trustees have also examined other operational and busine55 risks which they face and
confirm that they have established systems to mitigate the significant risks.
STATEMENT OF TRUSTEES. RESPONSIBILITIES
The Trustees are required under Charity law to prepare financial statements for each financial year
which give a true and fair view of the state of affairs of the Charity and of the financial activities of the
Charity for that period. In preparing those financial statements, the Trustees are required to:
select suitable accounting policies and then apply them consistently;
observe the methods and principles in the Charities SORP;
make judgements and estimates that are reasonable and prudent,.
state whether applicable accounting standards have been followed. subject to any
material departures disclosed and explained in the financial statements; and
prepare the financial statements on the going concern basis unless it is inappropriate to
presume that the company will continue in business.
The Trustees are responsible for keeping proper accounting records which disclose with reasonable
accuracy at any time the financial position of the Charity and to enable them to ensure that the
financial statements comply with applicable laws and regulations. They are also responsible for
ensuring that the Charity maintains an adequate system of internal control designed to provide
reasonable assurance that assets are safeguarded against loss or unauthorised use and to prevent and
detect fraud and other irregularities.
In preparing this report, the Trustees have taken advantage of the small companies exemptions
provided by section 415A of the Companies Act 2006.
On behalf of the board:
Dr P J Clarke
Trustee
Date:

REPORT OF THE INDEPENDEMf EXAMINER
TO THE TRUSTEES OF ALDER TRusr
I report tothe charity trustees on my examination of the accounts of the companyforthe year ended
29 February 2024, which are set out on pages 8 to 17.
Responsibilities and basis of report
As the charity trustees of the company land 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 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 company's accounts as carrled out under section 145 of the Charities Act 2011 ('the 2011 Act'l.
In carrying out my examination I have followed the Directions given by the Charity Commission under
section 145151 Ib) of the 2011 Act.
Independent examinerfs statement
I have completed my examination. I confirm that no matters have come to my attention in connection
with the examination giving me cause to believe that in any material respect:
Accounting records were not kept in respect of the company as required by section 386 of the
2006 Act; or
The accounts do not accord with those records; or
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
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 lapplicable to
charities preparing their accounts in accordance with the Financial Reporting Standard applicable
in the UK and Republic of Ireland IFRS 10211.
I have no concern5 and have come acr055 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.
Marcus Cridland B.A.{Honsl F.C.A.
Scott Vevers Ltd.
Chartered Accountants and Registered Auditors
65 East Street
Bridport
Dorset
DT63LB
Date..
IL!10 l.z.F....................

ALDER TRUST
STATEMENT OF FINANCIAL ACTIVITIES {INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT)
FOR THE YEAR ENDED 29 FEBRUARY 2024
2024
Total
2023
Total
Restricted Unrestricted
funds
funds
funds
funds
Notes
INCOME
Income and endowments from:
Donations and legacies
33,331
48,861
82,192
167,090
Charitable activities
36,349
96,791
133,140
72,588
Investment income
170
170
22
Total incoming resources
69,680
145,822
215,502
239,700
EXPENDITURE ON:
Raising funds
1,480
291
1,771
2,797
Charitable activities
254,412
21.317
275.729
152,590
Total expenditure
255.892
21,608
277,500
155,387
Net income/lexpenditurel before transfers
1186,212)
124,214
161,9981
84,313
Transfers between funds
13
164,379
1164,3791
140,165)
Net Movement in Funds for the year
121,833)
{61.9981
84.313
Total Funds..
Brought Forward
27,786
260,243
288,029
203,716
Carried Forward
5.953
220,078
226,031
288,029
All incoming resources and resources expended derive from continuing activities.
The notes on pages 10 to 17 form an integral part of these financial statements.

ALDER TRUST
BALANCE SHEET AT 29 FEBRUARY 2024
Company Reglstratlon No. 08821484
2024
2023
Notes
Fixed Assets
Tangible assets
io
200,908
203,358
Current assets
Stock
Debtors
Cash at bank and in hand
8.540
3,108
20,450
32,098
5,772
2,482
81,135
89,389
li
Creditors: Amounts falling due within one
year
12
16,9751
14,7181
Net current a55et5
25,123
84,671
Total asset5 less current liabilities
226,031
288,029
The funds of the charity:
Restricted Funds
13
5,953
27,786
Unrestricted fund5
Designated funds
General funds
215,858
4,220
251,716
8,527
220,078
260,243
Total charity funds
226,031
288,029
The company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year
ended 29 February 2024.
The members have not required the company to obtain an audit of its financial statements for the year ended
29 February 2024 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 small companies regime and
in accordance with FRS102 SORP.
The financial statement5 were approved by the Board of Trustees on
by:
li IIL) IJ-
and signed on it5 behalf
Dr P J Clarke - Chair of Trustees
The notes on pages 10 to 17 form an integral part of these financial 5tatement5.

ALDER TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
l General information
Alder Trust is a company, limited by guarantee. incorporated in England and Wale5 under the Companies
Act 2006 and Charities Act 2011. The address of the registered office is provided in Reference and
administrative details. Details of the charity's operations are provided in the Report of the Trustees.
2 Accounting policies
The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the
preparation of the financial statements are as follows:
Statement of compliance and basls of preparation
The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been
prepared on a going concern basis under the historical cost convention and in accordance with 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
{FRS 1021, Icharities SORP IFRS 1021), the Companies Act 2006 and the Charities Att 2011.
Accounting convention
The financial Statements have been prepared on a going concern basis as the trustees believe that no
material uncertainties exist. The trustees have considered the level of funds held and the expected level of
income and expenditure for 12 months from authorising these financial statements. The budgeted income
and expenditure is sufficient with the level of reserves for the charity to be able to continue as a going
concern.
Income
All incoming resources are included in the Statement of financial activities when the company has
entitlement to the funds, certainty of receipt and the amount can be quantified with reasonable accuracy.
Donated assets and services are included at their estimated open market valuation. No income 15
recognised where there is no financial cost borne by a third party.
Classifjcation of expenditure
Expenditure is included when incurred. Cost5 which are identified as relating to restritted projects are
allocated directly to those activities. Costs which relate to the general running of the charity are allocated
against unrestricted funds, and within the statement of financial activities these expenses are shown as
Costs of raising fund5 and charitable activities (including support costs and governance costs).
Governance costs are those relating to the charity's compliance with constitutional and statutory
requirements.
Tangible flxed assets
Tangible fixed assets costing more than £500 are capitalised at cost. No depreciation is provided on
buildings as in the opinion of the direttors, net realisable value is in excess of cost.
No depreciation is charged on freehold land and buildings as the trustees have a policy of regular repair and
maintenance to ensure they are maintained to the highest standard and their residual value will be in
exce55 of cost, meaning any depreciation charge would be immaterial.
Depreciation 15 provided at rates calculated to write off the cost less estimated residual value of each asset
over its expected useful life, as follows-
Farm equipment
Computer equipment
Plant and machinery
Fixtures and fittings
3 years straight line
3 years straight line
5 years straight line
15 years straight line
io

ALDER TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
2 Accounting policies (contlnued)
Stocks
Stocks are stated at the lower of cost and estimated selling price less costs to complete and sell. Cost
include5 all costs of purchase, costs of conversion and other costs incurred in bringing stock to its present
location and condition. Cost is calculated using the first-in, first-out formula. Provision is made for
damaged, obsolete and slow-moving stock where appropriate.
Funds
Restricted funds are funds subject to Specific conditions imposed by donors as to how they may be used.
Unrestricted funds are those which are not subject to any special restrictions and they can be used as the
Trustee5 decide. Designated funds are part of unrestricted funds and are amounts the Trustees have set
aside to cover particular expenditure,
Pensions
The charity operates a defined contribution pension scheme. Contributions are charged to the Statement of
Financial Activities as they become payable in accordance with the rules of the scheme.
Financial instruments
cla5sificotion
Financial assets and financial liabilities are recogni5ed when the charity becomes a party to the contractual
provisions of the instrument.
Financial liabilities and equity instruments are classified according to the substance of the contractual
arrangement entered into. An equity instrument is any contract that evidences a residual interest in the
assets of the charity after deducting all of its liabilities.
Recognition and meosurement
All financial assets and liabilities are initially measured at transaction price (including transaction costs),
except for those financial assets classified as at fair value through profit or loss, which are initially measured
at fair value Iwhich is normally the transaction price excluding transaction costs), unless the arrangement
constitutes a financing transactions. If an arrangement constitutes a financing transaction, the financial
a55et or financial liability is measured at the present value of the future payments discounted at a market
rate of interest for similar debt instruments.
Financial assets and liabilities are only offset in the statement of financial p051tion when, and only when
there exists a legally enforceable right to set off the recogni5ed amounts and the charity intends either to
settle on a net basis. or to realise the asset and settle the liability simultaneously.
Financial assets are derecognised when and only when al the contractual rights to the cash flows from the
financial asset expire or are settled, bl the charity transfers to another party substantially all of the risks and
rewards of ownership of the financial asset, or cl the charity, despite having retained some, but not all,
significant risks and rewards of ownership, has transferred control of the asset to another party.
Financial liabilities are derecogni5ed only when the obligation specified in the contract 15 discharged,
cancelled or expires.
3 Donations and legacies
Restricted Unrestricted
2024
2023
Donations and gifts
Gift Aid
28,215
5,116
33,331
47,901
960
48,861
76,116
6,076
82,192
159,467
7,623
167,090
li

ALDER TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
4 Charitable activities
Restricted Unrestricted
2024
2023
Fundraising
Grants
Sale5
Coun5elling sessions
Venue hire
Other income
9,878
26,190
80
274
10,152
26,190
80,733
14,950
1,081
34
133,140
11,052
80,653
14,950
880
34
96,791
60.450
201
827
259
72,588
36,349
5 Other costs of raising fund5
Restricted Unrestricted
2024
2023
Fundraising
Advertising and marketing
218
220
1.551
1.771
1,270
1,527
2,797
1,262
1,480
289
291
6 Charitable activities costs
Restricted Unrestricted
2024
2023
Staff costs
Direct costs
Support costs
Governance costs
165,804
63,683
24,925
12,677
412
6,428
1.800
21,317
178,481
64.095
31,353
1,800
275,729
89,930
40,077
20,684
1,899
152.590
254,412
Staff costs..
Direct staff salaries
Support staff salaries
Other staff costs
163,790
163,790
12,466
2.225
178,481
83,712
3,819
2,399
89.930
12,466
211
2,014
165,804
12,677
Dirert costs..
Cost of sales
Project charges
Depreciation
Volunteers costs
Travel expenses
47,690
13,922
2,047
47,690
13,922
2,450
38,271
439
1,309
403
16
25
64,095
58
40.077
63,683
412
Support costs..
Insurance
Office expenses
Property costs
Legal and professional fees
Bank charges
695
5,682
17,447
139
962
345
1,222
40
4,813
1,040
6.904
17,487
4,952
970
31,353
1,797
7,697
4.002
6,536
652
20,684
24,925
6.428
Governance cost5.'
Accountancy fees
1,800
1,800
1.800
1.800
1,899
1,899
12

ALDER TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
7 Staff costs
No remuneration or expenses were paid to trustees in the year12023.. £nil). The costs of the remaining staff
were..
2024
2023
Wages and salaries
Social security costs
Pension cost5
173,513
1,605
1,138
176,256
87,025
261
245
87,531
No employee earned more than £60,000 during the year.
The number of staff employed by the charity during the year was as follows:
2024
No.
2023
No.
Support costs
Charitable activities
17
18
16
17
8 Net income/ (expenditure) for the year
This is stated after charging:
2024
2023
Depreciation of tangible fixed assets
Independent examiner's remuneration
2,450
1,800
1,309
1.740
9 Defined contribution pension scheme
The charity operates a defined contribution pension scheme. The assets of the scheme are administered bv
trustees in a fund independent from those of the charity. The pension cost charge for the year represents
contributions payable by the charity to the scheme and amounted to £1,138 (2023: £2451.
13

ALDER TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
10 Tangible fixed assets
Freehold
land &
buildings
Plant &
machinery
Total
Cost or valuation
A5 at l March 2023
As at 29 February 2024
180,000
180,000
28,066
28,066
208,066
208,066
Depreciation
As at l March 2023
Charge for the year
A5 at 29 February 2024
4,708
2,450
7,158
4,708
2.450
7,158
Net book value
As at 29 February 2024
180,000
20,908
200.908
As at 28 February 2023
180,000
23,358
203,358
The freehold property was transferred from the Firgrove Family Trust in 2018. Whilst the trustees consider
that the market value is higher than the carrying value of the freehold land & buildings, it is not practical to
quantify the difference.
11 Debtors
2024
2023
Trade debtors
Gift Aid recoverable
Prepayment5 and accrued income
505
540
2.063
3,108
loo
1,358
1,024
2,482
12 Creditor5: Amounts falling due within one year
2024
2023
Trade creditors
Social security and other taxes
Other creditors and accruals
1,623
2,829
2.523
6,975
2,545
267
1,906
4,718
14

ALDER TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
13 Funds
Incoming
resources
Resources
expended
01.03.23
Transfers
29.02.24
Restrirted funds
Aldermoor Community Farm
Aldermoor Community Farm - Poly Tunnel
Aldermoor Community Farm Intern fund
Aldermoor Community Farm - Outdoor
Kitchen
Aldermoor Community Farm Fundraising
Salaries
Aldermoor Community Farm SOTON
University fund
Firgrove
Firgrove- B&Q Foundation
Firgrove - Restricted bursary fund
Firgrove The Big Give
Healthy Relationships
2,193
4,814
255
804
1156,7731
1179}
1804)
144,048
15.7181
76
loo
iioo}
560
(560)
2,300
12,300)
22,846
19,387
8,000
14,967
2,208
16,285
69,680
{62,5641
18,000)
18, 1721
14,435)
{12,0051
{255.892)
20.331
6,795
2,227
520
27,786
4,800
5,953
164,379
Designated Funds
Aldermoor Community Farm
Firgrove
Healthy Relationships
Fixed Asset Reserve
62,594
6,929
2,193
180.000
251.716
81,454
45,538
1,538
1144,0481
120,3311
32,136
3,722
180,000
215.858
19)
128,530
191 1164,3791
General Funds
Unrestricted
Reserves Policy
5.385
3.142
8,527
17,292
121,5991
1,078
3,142
4,220
17,292
121,5991
Total
288,029
215,502
1277,500)
226.031
15

ALDER TRUST
NOTES TO THE FINANCIAL STATEMENT5
FOR THE YEAR ENDED 29 FEBRUARY 2024
13 Funds (continued)
Incoming
resources
Resources
expended
01.03.22
Tnynsfers
28.02.23
2023
Restrirtedfunds
Aldermoor Community Farm
Aldermoor Community Form - Poly Tunnel
Aldermoor Community Farm Solaries
Aldermoor Community Form Fundraising
Salaries
Firgrove
Firgrove - The Big Give
Lilies
Healthy Relationships
Healthy Relationships Salaries
83,496
4.200
(81,940)
(13)
637
(4,187)
(608)
2,193
608
1,370
(1,341)
(29)
10,045
80
3,626
49,298
2,921
(40,123)
(774)
3,626
22.846
2,227
(3,626)
1,250
4,005
146,540
1730)
(4,005)
(128,926)
520
14,359
(4.187)
27,786
Designoted Funds
Aldermoor Community Form
Firgrove
Healthy Relationships
FixedAsset Reserve
61.574
6,099
2,188
(140)
1,160
62,594
6,929
2,193
180.000
251, 716
830
180,000
180.830
69.861
(135)
1,160
General Funds
Unrestrirted
Reserves Policy
5,385
3,142
8,527
23.299
(26,326)
3,027
5,385
3,142
8,527
23,299
(26,326)
3.027
Total
203,716
239. 700
(155,387)
288,029
Restricted Funds
Aldermoor Community Farm aims to nurture the potential of people and land. Promotes sustainability. An
outdoor kitchen has been built to help deliver the farms educational programmes. Fundraising has also
been ongoing to increase the farm managers schedule.
Firgrove provides free support and information for those facing unintended pregnancy s well as pre and
post abortion, miscarriage and baby10s5 counselling Southampton. They have built a third counselling unit
with a grant from the Big Give.
Healthy Relationships delivers sessions in local schools developing resources and training for 5chool5.
teachers and students to reduce violence against women and girl5.
Designated Funds
The net book value of fixed assets is shown as a separate designated fund. The fixed asset reserve of
£180,000 is for the use of Firgrove for charitable activity.
The trustees have Set up designated funds for Aldermoor Community Farm, Firgrove and Healthy
Relationships. to allow them to create sustainability for the different areas of the charity, which will be
internal ly managed at trustees meetings.
15

ALDER TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 29 FEBRUARY 2024
14 Analysis of fund balances between net assets
Total
Designated General Unrestricted Restricted
funds
funds
funds
funds
Total
Tangible fixed assets
Current assets
Current liabilities
180,000
35,858
20,908
19,7131
16,9751
200,908
26,145
{6,9751
200,908
32,098
16,9751
5,953
Total funds
215,858
4.220
220,078
5,953
226,031
2023
Tangiblefixed a5set5
Current ¢7ssets
Current liabilities
180,000
71,716
23,358
110,1131
14,718}
203,358
61,603
(4.7181
203,358
89,389
(4, 718)
27,786
Totolfunds
251. 716
8,527
260,243
27.786
288,029
15 Financial instruments
2024
2023
Categorisation of financial instruments..
Financial assets that are debt instrument measured at amortised
cost
30.035
88,365
Financial liabilities measured at amortised cost
6,975
4,718
Items of income, expensei gain5 or10s5e5
The total interest income for financial assets not measured at fair value through profit or loss is £170
12023: £22).
16 Related party transactions
Donations totalling £5,688 were made to the charity by four trustees during the year.
17