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2022-09-30-accounts

Natural Kirklees

Charity number 1174259

Annual Report and Financial Statements

for the year ended 30 September 2022

Natural Kirklees

Annual Report and Financial Statements for the year ended 30 September 2022

Contents Page
Trustees' report 2 to 4
Receipts and payments account 5
Statement of assets and liabilities 6
Notes to the accounts 7 to 8

Prepared by West Yorkshire Community Accountancy Service CIO

1

Natural Kirklees

Trustees' report for the year ended 30 September 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 Timothy Duke Chair To 27 January 2022 Joan Vevers Secretary Edwin Day Treasurer To 17 November 2021 Chair From 27 January 2022 Julie Hirst Treasurer Appointed 17 November 2021 Christine Senior Phil Slater David Rudd Charity number 1174259 Principal address The Depot Beaumont Park Huddersfield HD1 7AY Bankers Virgin Money 40 New Street Huddersfield HD1 2BT

Accountants West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity is a Charitable Incorporated Organisation (CIO) formed on 15 August 2017.

Method of recruitment and appointment of trustees

The trustees of the charity are appointed by the members at the AGM.

2

Natural Kirklees

Trustees' report (continued) for the year ended 30 September 2022

Objectives and activities

The charity's objects

To promote for the benefit of the public the conservation, protection and improvement of the physical and natural environment in Kirklees by promoting biological diversity.

To advance the education of the public in the conservation, protection and improvement of the physical and natural environment.

The charity's main activities

Umbrella organisation for volunteer groups in Kirklees promoting conservation and biodiversity. Providing free insurance and tool share for groups working on Kirklees green spaces.

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 giving help and support to the 133 member volunteer groups who work tirelessly to improve their green space, hold events to raise funds and most importantly bring the local community together. In normal, unrestricted years the final outcome is in excess of £1,000,000 in volunteer time improving green spaces and looking after the environment, conservation, education and guidance on working practices, grants, exercise, fresh air, good company and a healthy feeling.

Achievements and performance

With the relaxation of rules relating to the Covid 19 pandemic, our member groups were able to recommence or step up their activities within the Parks, Green Spaces and Villages within Kirklees. Natural Kirklees continue to give support in terms of providing public liability insurance for their activities and cover for their tools when stored in a public place, free to members.

We continued to provide loans of tools via our two tool stores at Beaumont and Wilton Parks and increased our stock of litter pickers as schools and other groups were keen to follow on the good work they commenced during lockdown. We obtain our funding via Kirklees Council and have rekindled the working relationship with the Parks and Green Spaces team, holding quarterly meetings with the Volunteer Coordinators and the managers of this team as and when relevant.

This year has also seen the relaunch of our Facebook site and a complete redesign and publication of our web site, retaining the information on our member groups but focusing on volunteer opportunities and adding information to help groups undertake their day-to-day activities. Most importantly we have recommenced our quarterly members meetings which have received increased attendances and a diversification of relevant guest speakers, for instance on Public Rights of Way and Recycling. We continue to provide a frequent, at least monthly, newsletter to our members and wider public subscribers.

Thanks to the funding of Kirklees Council we have also been able to offer grants to 9 of our members who applied to our 2022 small grant scheme, providing plants, tools, benches, soil testing kits, bat surveys, antigraffiti treatment and trees. As the financial year closes we now have 133 members and provide 92 with public liability insurance.

Our relationship with the council, although funded by them, remains on an independent basis and we are at the stage of a final draft of a new 3 year agreement, guaranteeing our future, as best as is possible in current circumstances, until 2025.

Financial review

Net payments for the year were £10,607, all relating to restricted funds.

3

Natural Kirklees

Trustees' report (continued) for the year ended 30 September 2022

Reserves policy

The charity's free reserves at the year end were £0.

The charity has no formal reserves policy. All project funds are restricted and the group have no liabilities beyond the running of the funded activities.

Approved by the board of trustees on 25/10/2022

Edwin Day (Trustee)

4

Natural Kirklees

Receipts and payments account for the year ended 30 September 2022

Notes
2022
Unrestricted
funds
£
Receipts
Grants and donations
(2)
100
Insurance refund
-
Total receipts
100
Payments
Insurance
100
Tool store
-
Website
-
Administration
-
Events and activities
-
Accounting
-
Knotweed eradication work
-
Small grants programme
-
Total payments
100
-
Fund balances brought forward
-
Fund balances carried forward
(3)
-
Net receipts / (payments)
2022
Restricted
funds
£
22,000
956
22,956
435
126
6,709
18
-
240
375
4,446
12,349
10,607
38,779
49,386
2022
Total
funds
£
22,100
956
23,056
535
126
6,709
18
-
240
375
4,446
12,449
10,607
38,779
49,386
2021
Total
funds
£
10,000
-
10,000
9,707
1,320
417
66
30
300
2,150
-
13,990
(3,990)
42,769
38,779

5

Natural Kirklees

Statement of assets and liabilities

as at 30 September 2022
2022
Unrestricted
£
Cash funds
Cash at bank
-
Total cash funds
-
2022
Restricted
£
49,386
49,386
2022
Total
£
49,386
49,386
2021
Total
£
38,779
38,779
Liabilities
Insurance (2022/23)
Accounts preparation
£
11,578
240
11,818

Approval of the accounts

The financial statements were approved by the board of trustees on 25/10/2022

Edwin Day (Trustee)

6

Natural Kirklees

Notes to the accounts

for the year ended 30 September 2022

1 Accounting policies

Basis of accounting

The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.

There has been no change to the accounting policies since last year.

No changes have been made to the accounts for previous years.

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.

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.

7

Natural Kirklees

Notes to the accounts continued

for the year ended 30 September 2022

2 Grants and donations
Kirklees Council
Donations
3 Restricted funds
Kirklees Council
Kirklees Council (Knotweed)
Balance b/f
£
38,404
375
38,779
2022
Unrestricted
funds
£
-
100
100
Receipts
£
22,956
-
22,956
2022
Restricted
funds
£
22,000
-
22,000
Payments
£
11,974
375
12,349
2022
Total
funds
£
22,000
100
22,100
Transfers
£
-
-
-
2021
Total
funds
£
10,000
-
10,000
Balance c/f
£
49,386
-
49,386

Fund name

Purpose of restriction

Kirklees Council Towards the costs of insurance, tool share scheme, website, publicity and promotional events. Also monies for distribution as part of a small grants programme. (The fund also had liabilities of £11,578 at year end for insurance policy renewals).

Kirklees Council (Knotweed) Towards the costs of Japanese Knotweed eradication.

4 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.

8