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2021-12-31-accounts

REGISTERED CHARITY NUMBER: 1188383

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 December 2021

for

The Broadleaf Foundation

Auguste + Auguste 1 Dukes Passage Brighton East Sussex BN1 1BS

The Broadleaf Foundation

Contents of the Financial Statements for the Year Ended 31 December 2021

Page
Report of the Trustees 1
Statement of Financial Activities 2
Balance Sheet 3
Notes to the Financial Statements 4 to 7
Detailed Statement of Financial Activities 8

The Broadleaf Foundation

Report of the Trustees for the Year Ended 31 December 2021

The trustees present their report with the financial statements of the charity for the year ended 31 December 2021. The trustees have adopted the provisions of 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 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The object of the charity is in the interests of conservation to develop, conserve, protect and restore natural resources, animals, insects and plant life through the provision of woodland and forests and in particular to:

(1) promote, provide and enhance woodland and forests for the benefits of the public;

(2) provide or help to provide facilities in the interests of social welfare for recreation and leisure time occupation connected to the enjoyment of land and woodland as a public amenity.

FINANCIAL REVIEW

Financial position

The charities total reserves at the balance sheet date were £61,864, all of which are held in unrestricted funds.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1188383

Principal address

Flat 8 55a Augustus Road London SW19 6LW

Trustees

G Dyson W E Sirr C L Starling P H Jacquelin

Approved by order of the board of trustees on 27 October 2022 and signed on its behalf by:

G Dyson - Trustee

Page 1

The Broadleaf Foundation

Statement of Financial Activities for the Year Ended 31 December 2021

Period
6.3.20
Year Ended to
31.12.21 31.12.20
Unrestricted Restricted
Total
Total
fund fund funds funds
Notes £ £ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 1,180 -
1,180
65,534
EXPENDITURE ON
Other 704 -
704
4,146
NET INCOME 476 -
476
61,388
RECONCILIATION OF FUNDS
Total funds brought forward 61,388 -
61,388
-
TOTAL FUNDS CARRIED FORWARD 61,864 -
61,864
61,388

The notes form part of these financial statements

Page 2

The Broadleaf Foundation

Balance Sheet 31 December 2021

Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
4
59,891
CURRENT ASSETS
Cash at bank
5,589
CREDITORS
Amounts falling due within one year
5
(3,616)
NET CURRENT ASSETS
1,973
TOTAL ASSETS LESS CURRENT
LIABILITIES
61,864
NET ASSETS
61,864
FUNDS
6
Unrestricted funds
TOTAL FUNDS
Restricted
fund
£
-
-
-
-
-
-
31.12.21
Total
funds
£
59,891
5,589
(3,616)
1,973
61,864
61,864
61,864
61,864
31.12.20
Total
funds
£
59,891
5,589
(4,092)
1,497
61,388
61,388
61,388
61,388

The financial statements were approved by the Board of Trustees and authorised for issue on 27 October 2022 and were signed on its behalf by:

G Dyson - Trustee

The notes form part of these financial statements

Page 3

The Broadleaf Foundation

Notes to the Financial Statements for the Year Ended 31 December 2021

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

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

Page 4

continued...

The Broadleaf Foundation

Notes to the Financial Statements - continued for the Year Ended 31 December 2021

2. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 December 2021 nor for the period ended 31 December 2020.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2021 nor for the period ended 31 December 2020.

3.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
fund
fund
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
65,534
-
EXPENDITURE ON
Other
4,146
-
NET INCOME
61,388
-
TOTAL FUNDS CARRIED
FORWARD
61,388
-
4.
TANGIBLE FIXED ASSETS
COST
At 1 January 2021 and
31 December 2021
NET BOOK VALUE
At 31 December 2021
At 31 December 2020
Total
funds
£
65,534
4,146
61,388
61,388
Freehold
property
£
59,891
59,891
59,891

Page 5

continued...

The Broadleaf Foundation

Notes to the Financial Statements - continued for the Year Ended 31 December 2021

5. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

31.12.21 31.12.20
£ £
Amounts due to related parties 3,616 4,092
6. MOVEMENT IN FUNDS
Unrestricted funds At 1.1.21
£
Net
movement
in funds
£
At
31.12.21
£
General fund 61,388 476 61,864
TOTAL FUNDS 61,388 476 61,864
Net movement in funds, included in the above are as follows:
Unrestricted funds Incoming
resources
£
Resources
expended
£
Movement
in funds
£
General fund 1,180 (704) 476
TOTAL FUNDS 1,180 (704) 476
Comparatives for movement in funds
Unrestricted funds Net
movement
in funds
£
At
31.12.20
£
General fund 61,388 61,388
TOTAL FUNDS 61,388 61,388

Page 6

continued...

The Broadleaf Foundation

Notes to the Financial Statements - continued for the Year Ended 31 December 2021

6. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 65,534 (4,146) 61,388
TOTAL FUNDS 65,534 (4,146) 61,388

7. RELATED PARTY DISCLOSURES

At the reporting date 31 December 2021, the charity had amounts due to a related party of £3,616.

Page 7

The Broadleaf Foundation

Detailed Statement of Financial Activities for the Year Ended 31 December 2021

Detailed Statement of Financial Activities
for the Year Ended 31 December 2021
Period
6.3.20
Year Ended to
31.12.21 31.12.20
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations 1,180 65,534
Total incoming resources 1,180 65,534
EXPENDITURE
Support costs
Governance costs
Insurance - 54
Sundries 200 -
Accountancy and legal fees - 4,092
Repairs and maintenance 504 -
704 4,146
Total resources expended 704 4,146
Net income 476 61,388

This page does not form part of the statutory financial statements

Page 8