ANNUAL REPORT and UNAUDITED ACCOUNTS 2020/21
Worthing Animal Clinic Anthony House 30/32 Newland Road Worthing, BN11 1JR
Telephone: 01903 202248 Fax: 01903 537759 e-mail: info@worthinganimal.co.uk website: www.worthinganimal.co.uk
Worthing Animal Clinic Annual Report 2020/21 Contents
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1 Contents
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2 Reference and Administrative Information
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3 Chairman’s Report
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4 – 6 Trustees’ Report
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7 – 8 Veterinary Surgeon’s Report
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9 Treasurer’s Report
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10 Trustees’ Responsibilities for the Accounts
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11 Independent Examiner’s Report
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12 Statement of Financial Activities
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13 Balance Sheet
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14 – 19 Notes to the Accounts
Annual Report and Unaudited Accounts 2020/21
Page 1
Worthing Animal Clinic Annual Report 2020/21 Reference and Administrative Information
STATUS
Worthing Animal Clinic is an unincorporated charitable association, Registered Charity Number 211467
CLINIC AND PRINCIPLE OFFICE Anthony House, 30-32 Newland Road, Worthing, West Sussex, BN11 1JR Tel 01903 202248 Fax 01903 537759 Email: info@worthinganimal.co.uk Website: www.worthinganimal.co.uk
Website: www.worthinganimal.co.uk
PATRON –
Hon Alderman Nick John
TRUSTEES – CHAIRMAN & TREASURER Geoff Parrish
NEWSLETTER EDITOR Karol Jeffery
STAFF –
VETERINARY SURGEON LOCUM VETERINARY NURSE David Thomas Noleen Costello ADMINISTRATION RECEPTION Pam Stringer Sue Blunden
BANKERS CAF Bank Limited, 25 Kings Hill Avenue, West Malling, ME19 4JQ
INDEPENDENT EXAMINER Renate L. Cloake, Chartered Certified Accountant, 70 South Street, Lancing, BN15 8AJ
INVESTMENT MANAGERS CCLA Investment Management Ltd Cazenove Capital Management
Annual Report and Unaudited Accounts 2020/21
Page 2
Worthing Animal Clinic Annual Report 2020/21 Chairman’s Report
This time last year I reflected on the fact that 2019 had been a relatively satisfactory year for the clinic and in normal circumstances I would have been able to write a fairly upbeat report but at the time of writing COVID 19 was starting to change the whole perspective and I had to, somehow, take that fact into account in my report. A year on, I am pleased to say that the Clinic’s rapid response to the situation meant that all the staff still did what they could for our clients whilst keeping themselves as safe as possible. I will report elsewhere on the financial impact but suffice to say that the Charity has continued to operate in accordance with the objects of the charity as laid down in our constitution and can expect to do so at least for the coming year.
We did not hold our AGM in the normal way inviting members to attend but instead invited comments and question to be submitted in writing. The notes of the meeting with an explanation of the change in procedures were subsequently published in our Winter Newsletter. It is our current intention to hold the 2021 AGM in the same way as, even if restrictions have been relaxed by the end of May, it is not thought to be sensible to encourage congregation of people indoors.
Our regular Trustee meetings have been held since lockdown via Zoom and have been changed to monthly to ensure a tighter control on the situation as it developed. We will continue this practice during the rest of 2021.
2020 did see us being advised of two substantial legacies but due to protracted delays on the part of the solicitor involved in both estates we have seen nothing of the funds we are entitled to. In one case we have actually contacted other beneficiaries to see whether they are equally concerned about the situation but at the time of writing we are still waiting and contact with the solicitor involved does nothing but produce an appreciation that “this matter has been ongoing for sometime now”.
I will again reflect on how we are incredibly proud of the efforts made by all our staff (and locums) over the last year and many thanks are due to all at the clinic. Hopefully mass vaccination will restore some normality as the year progresses .
Geoff Parrish Chairman
Date
Annual Report and Unaudited Accounts 2020/21
Page 3
Worthing Animal Clinic Annual Report 2020/21 Trustees’ Report
CLINIC OBJECTIVES
The principal objective of the Clinic is to offer subsidised veterinary treatment and care to the pets of those in receipt of means-tested benefits (Housing Benefit/local Housing Allowance, Council Tax Reduction, or Pension Credit) and also to those in receipt of a State Pension only. The rules of the Charity also allow for the provision of subsidised veterinary care to other animal charities within the prescribed post code areas.
ORGANISATION
The Trustees currently meet at monthly intervals via Zoom to consider the activities of the Clinic and to monitor the financial progress made during the time since the previous meeting. Members of staff and the book-keeper are also invited to attend these meetings. The daily administration and professional activities of the Clinic are under the control of the Veterinary Surgeon.
POLICY
The policies of the Clinic are driven by its objectives. The facilities of the Clinic are available to all those who fall within the stated criteria. Furthermore, from time to time, the Veterinary Surgeon will use his/her discretion in providing free treatment to animals in exceptional cases.
STATUS AND ADMINISTRATION
Worthing Animal Clinic is an unincorporated charitable association, Registered Charity number 211467. It is governed by the Rules of the Clinic, last amended in October 2007 and, being registered with the Charities Commission, is required to comply with the Charities Act 2011.
Its principal address is Anthony House, 30/32 Newland Road, Worthing, West Sussex, BN11 1JR.
The Trustees comprise a committee of up to eight members of the charity, elected annually. The committee appoints a Chairman and such other officers as it deems necessary.
FINANCIAL RESULTS
The accounts comply with current statutory requirements and with the requirements of the Clinic’s governing rules.
Annual Report and Unaudited Accounts 2020/21
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PUBLIC BENEFIT
The Trustees have considered the Charity Commission’s guidance on public benefit and are satisfied that they are meeting the requirements. Specifically, the aim of the charity is to relieve suffering and distress of animals by the provision of a subsidised veterinary service to the pets of those of limited means in the Worthing, Lancing and Littlehampton area which is not covered by any other subsidised veterinary service. In addition there are further funds available to provide assistance beyond the normal subsidy.
REVIEW OF THE CLINIC’S YEAR
In the year ending December 2020 the income of the Clinic amounted to £138,935 (2019= £235,864) being the combined total of professional fees, fund-raising and investment income. Outgoings amounted to £171,007 (2019=£212,640), resulting in a net deficit for the year of £23,224.
During the course of the year the Clinic registered 127 new clients (205 in 2019) and 1395 animals attended consultations and 204 were operated on (1930 and 277 in 2019).
Trustees serving on the board during the year were as follows: Geoff Parrish Karol Jeffery
In the light of their low numbers and lack of volunteers, the Trustees have again not organised or attended any fundraising functions during the year although we are grateful that a number of our members took it upon themselves to raise funds in our name at functions and by other means.
RECRUITMENT OF TRUSTEES
Recruitment of Trustees should be an on-going process as the Charity has never had what could be termed a full complement of active Trustees. In previous year’s recruitment activity had centred on referrals from Voluntary Action Worthing and occasional press advertisements. Voluntary Action Worthing closed at the beginning of 2019 but we have not looked elsewhere for a source of referrals as there had been little apparent interest shown for some time. If suitable candidates do appear they are requested to submit a CV and are interviewed. Initially they are offered a co-opted position on the Trustee board with a view to standing for election as a full Trustee at the next AGM. Training is offered in respect of the work of the Clinic and the duties and responsibilities of Trustees. In light of the very small number of current Trustees, however, any new recruit is expected to be already proficient in the area of their intended contribution to the Board.
Annual Report and Unaudited Accounts 2020/21
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RESERVES POLICY
A concise and realistic Reserves Policy has been devised and the principles therein are endorsed by the Trustees. Following the annual review of the Reserves Policy in May 2020 it was decided to retain our expected reserves to a range of 1.5 to 2.5 times the total annual operating expenditure. During the year we have maintained the reserves within this range. The next review is at the May 2021 trustee meeting and the current level of reserves will be looked at and amended if thought necessary at that time.
INVESTMENT POLICY
A concise and conservative Investment Policy has been devised and the principles therein are endorsed by the Trustees. Environmental, social, and governance issues are integrated into the overall investment policies of each of our investment fund managers. The Investment Policy was reviewed at the May 2020 Trustee meeting but no changes were felt necessary. The next review will be held at the May 2021 trustee meeting.
EXPENSES POLICY
A straightforward Expenses Policy has been devised and the principles therein are endorsed by the Trustees. The policy follows the guidance of the Charities Commission with regard to trustee expenses and payments. The Expenses Policy was reviewed at the January 2021 Trustee meeting but no changes were felt necessary.
RISK MANAGEMENT
The Trustees continue to keep the Clinic’s activities under review and maintain a full range of insurances to mitigate exposure to loss.
SERIOUS INCIDENTS
The Trustees have satisfied themselves that the charity did not experience any serious incidents or other matters that should have been brought to the attention of the Charity Commission during the course of the year.
OBJECTIVES FOR 2021
In view of the diminished number of Trustees the principal objective for the coming year is to ensure a continuation of the Clinic’s work for the foreseeable future.
Geoff Parrish Chairman
Date
Annual Report and Unaudited Accounts 2020/21
Page 6
Worthing Animal Clinic Annual Report 2020/21 Veterinary Surgeon’s Report
At the time of writing we are still in nationwide ‘lockdown’. As before the clinic remains open for business, but on a reduced basis. Non-urgent and routine cases are being deferred until it is safe to re-open for normal services. Therefore, preventative treatments such as booster vaccinations and neutering will be postponed until later in the year. The effect of this is, of course, to reduce the workload substantially and consultations are down around 40% in the past year and surgeries by 60%. It also means there is less to report here!
Despite that there is still a steady stream of the more urgent cases, and cases which need to be treated for animal welfare reasons. Severe dental disease remains a treatment priority, as does severe dermatitis, heart failure, respiratory problems and ophthalmic problems, all of which we have seen numerous times in the last few months.
One of the more interesting cases involved a Guinea Pig named Baba who presented with blood in her urine. This responded initially to antibiotic treatment but soon recurred. We elected then to sedate Baba and X-ray her abdomen/bladder. This demonstrated a large ‘urolith’ (stone) within the bladder. Guinea pigs are quite prone to developing calcium containing stones within the urinary system and this can be due to a number of reasons, including the type and amount of pellets fed, the type (or lack of) hay in the diet, obesity and low water intake and infrequent urination which are often related to low activity levels. Ultimately there is only one way to treat this condition once diagnosed and that is to remove the stone surgically. Unfortunately, general anaesthetic entails high risk of death in Guinea Pigs – approximately 12 times greater than for a dog or cat, especially when undergoing more invasive procedures like this. We generally give Guinea Pigs injectable drugs to induce anaesthesia followed by oxygen and inhaled anaesthetic by mask. Keeping the little animal warm and hydrated is also important. Then it is a case of trying to complete the procedure as efficiently as possible, as the more surgery is prolonged the greater the chance of complications. Happily, Baba survived the procedure and was awake and eating within the hour. She has made a full recovery with no recurrence of symptoms.
Annual Report and Unaudited Accounts 2020/21
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A disorder we commonly see is heart disease in both dogs and cats. For dogs this most often takes the form of a degenerating or ‘leaky’ heart valve and is most common in small breeds. The problem valve is what causes a ‘heart murmur’, which is often picked up incidentally during routine examinations – another good reason for regular check-ups especially as animals get older. Some of these dogs then go on to develop something called congestive heart failure, which is basically caused by fluid retention within the lungs and major blood vessels. This causes the most common symptoms of cough and tiredness at exercise, plus sometimes breathing problems. A recent case involved ‘Poppy’ a bright 10 yearold Shih Tzu. Her owner was concerned about a persistent cough and some tiredness. Although Poppy had a heart murmur I wanted to differentiate from other causes of coughing. Therefore, Poppy had a chest X-ray taken. An accurate diagnosis is important because this is a condition which needs lifelong treatment with several drugs, which can of course become very expensive for the owner.
A more amusing case, which was really just an interesting incidental requiring no treatment because it generally causes no problems at all, was a cat with a condition called polydactyl – the presence of extra toes! Our friend had 2 extra on each foot. This is an anomaly present from birth, the cause of which has been tracked to a change in a single gene. Cats normally have 18 toes – 5 on each forepaw and 4 on each hind-paw. The record is 28 toes! This is an uncommon condition rather than a rare one, and interestingly is most prevalent in southwest England and the east coast of North America. Polydactyl cats were often selected as ship’s cats so there is obviously a connection there.
David Thomas BVetMed MRCVS Date Veterinary Surgeon
- [Photographs of the above cases may be found in our Spring Newsletter – a copy of which is sent to all our members and is also available from the Clinic]
Annual Report and Unaudited Accounts 2020/21
Page 8
Worthing Animal Clinic Annual Report 2020/21 Treasurer’s Report
There are several reasons why this year’s accounts are difficult to compare with last years. Firstly, 2019 was a very good year for legacies (£68,714) but total income from this source in 2020 was nil. Secondly, although the clinic has continued to function during the pandemic there has been a noticeable reduction in business. Thirdly, as it had become less beneficial for us, we changed from the ‘flat rate’ to the standard VAT payment scheme. This does mean, however, that income and expenditure figures now appear in the accounts on a net of VAT basis. Apparent differences between the 2019 and 2020 figures should therefore be viewed in the knowledge that any (or all) of the above factors may be to blame.
This year’s total income figure is impacted by all three factors and stands at £138,935 (in 2019 it was £235,864, or £167,150 excluding legacies). Similarly, total expenditure was £171,007 (in 2019 it was £212,640). Overall this year’s overall deficit was £32,072 compared with the £23,224 surplus that we had last year. We had budgeted for a likely deficit of about £44,000 so the total reduction in funds (including a reduction in asset values) of £35,857 was not too bad when one considers how much many businesses were impacted by the pandemic. The reduction in asset values by the year end was not as bad as it had been when the initial COVID lockdown commenced. We had, however, also seen a drop in dividend income, partly due to the pandemic.
Compensating somewhat for the absence of legacies we were fortunate to be awarded a £10,000 grant by the IVO Trust. As we have been effectively ‘subsidising’ two of our restricted funds from general funds the opportunity was taken to replenish them with some of the money whilst retaining the rest for other, as yet to be decided, purposes. Normal subscriptions and donations continued at a reasonable level, supplemented to an increasing extent by people using online funding methods. We now receive funds regularly from Easyfundraising, AmazonSmile, Virgin Money Giving and Paypal Giving.
Although, expenditure this year was in many categories similar to last year, after allowing for the net of VAT basis and lower activity, there was also one marked reduction arising from our decision to recognise that the first floor was no longer used as permanent accommodation for a veterinary nurse and we obtained a re-assessment for rates purposes as storage and rest areas rather than as a domestic property. This increased the rateable value for business rates but removed the need to pay full domestic rates on an unoccupied flat. The re-assessment was backdated to the point where the flat had become unoccupied resulting in a significant repayment of overpaid rates.
We managed, during 2020, to avoid the need to release invested assets in spite of the pandemic and, although lack of action by the solicitor involved has seriously delayed the payment of two significant legacies that we are due, their eventual distribution in a timely manner should leave us in a good position to avoid releasing assets in 2021. If not, funding in 2021, and beyond, may still come under strain.
Geoff Parrish Treasurer
Date
Annual Report and Unaudited Accounts 2020/21
Page 9
Worthing Animal Clinic Trustees’ Responsibilities in Relation to the Accounts
Charity law requires the Trustees to prepare financial statements for each financial year that give a true and fair view of the charity’s financial position at the end of the financial year and of its financial activities during the year. In doing so the Trustees are required to:
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select suitable accounting policies and then apply them consistently;
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observe the methods and principles in the applicable Charities SORP;
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make judgements and estimates that are reasonable and prudent;
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state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;
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prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.
The Trustees are responsible for:
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keeping proper accounting records which disclose with reasonable accuracy the financial position of the charity at any time and which enable them to ensure that the financial statements comply with the Charities Act 2011 and the applicable Charities (Accounts and Reports) Regulations;
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safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
Annual Report and Unaudited Accounts 2020/21
Page 10
Worthing Animal Clinic
Independent Examiner’s Report to the Trustees of Worthing Animal Clinic
for the year ended 31 December 2019
I report on the accounts of Worthing Animal Clinic for the year ended 31 December 2019, which are set out on pages 12 to 19. This report is made solely to the charity’s trustees, as a body, in accordance with provision 145 of the Charities Act 2011. My work has been undertaken so that I might state to the charity’s trustees those matters I am required to state to them in an independent examiner’s report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility
to anyone other than the charity and the charity’s trustees as a body, for my work, for this report, or for the opinions I have formed.
Respective responsibilities of trustees and examiner As described in the Statement of Trustees’ Responsibilities, the charity’s trustees are responsible
for the preparation of the accounts. The charity’s trustees consider that an audit is not required
for this year (under provision 144(1) of the Charities Act 2011 (the 2011 Act)) and that an independent examination is needed.
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It is my responsibility to:
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examine the accounts under provision 145 of the 2011 Act;
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follow the procedures laid down in the General Directions given by the Charity Commission
under provision 152(5) 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
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In connection with my examination, no matter has come to my attention:
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(1) which gives me reasonable cause to believe that in any material respect the requirements
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to keep accounting records in accordance with provision 130 of the 2011 Act; and
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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.
Renate L. Cloake Chartered Certified Accountant 70 South Street Lancing West Sussex BN15 8AJ
Date:
Annual Report and Unaudited Accounts 2020/21
Page 11
Worthing Animal Clinic Statement of Financial Activities for Ihe year ended 31 December 2020 2020 Unrestricted End05mt Funds Fund 2019 Unrestricted Endomrynent Funds Fund Notes Total Total Donats"ons. subriP"0nS & Fund Raisin% Legacies 13,857 13,857 2,624 68.714 71.i38 2%24 68.n4 71.538 13.857 13.8)7 chtable Artivities kngery Takings l(Yg.142 109.142 146.959 146.959 InVestnnts 15,936 15.936 17.367 17.367 Total Income 138,935 138,935 235,864 235,861 Raising Funds Charitable ExFEnditure 168.656 168.6)6 907 210.072 1.105 210.072 1.105 Total ExFenses 171.(M)7 In.007 212,640 212,640 Net Incomel(Expenditure) (32,072) (32.072) 23.224 23,224 Gainsl(Lossesl on Investment Assets 3,785 3.859 74 43,795 43.727 135,857) (35.9311 74 67.019 66.951 Funds brou2ht forward 1.1.20 5LS.893 i43.686 2207 478.874 476.735 2.139 Funds carried forward 31.12.20 13 510,036 i07,7 2,281 545,893 543,686 2,207 Annual Report and Unaudited Accounts 2020/21 Page 12
Worthing Animal Clinic Balance Sheet as al 31 December 2020 2020 Unrestricted Etidowment Funds Fund 2019 Unrestricted Endomynent Funds Fund Notes TotAI Total Tnble tnvestllLents 50.503 424.751 475.254 50.503 422.470 472.973 53.531 428,536 482.067 53.531 426.329 479.860 2.281 2.281 2.207 2207 St Debt0 & PrepayuLents tnvestments Cash at Bank & in Hand 12.107 2.705 11.949 21,938 48,69) 12.107 2.705 11.949 21,938 48,699 I2.(1 2,4(Kl 12.061 2.4tx) io Bb 52,OS5 76,OYJ 52,085 76,090 LIABILfTIFS: Amounts lallin due within one Creditors & Accrlla li ear 13.917 13.917 12.264 12.26 34.782 34,782 63,826 63.826 TOTAL NET LfjETS 510.036 507.755 2.281 54i,893 543.686 2.207 Represented by.. 12&13 Desiwted hlluls General funds 43,995 463.7t%> 507.755 43.995 463.760 507.755 38,752 501,9 543,6S6 38.752 501.9 543.686 2.281 2,281 2,207 2,207 TOTAL CHARITY FLTNDS 510.036 507.755 2.281 i4i,893 543.686 2.207 Approved by the Committeeand signed on their behalfby.. Chainnan Trnstee 2oLI Date Annual Report and Unaudited Accounts 2020121 pa 13
Worthing Animal Clinic Notes to the Accounls for the year ended 31 December 2020 I. ACCOUWllNG POIJCIES The accountllig Po"eS used in the preparation of the accounts are as follows: a) Basis of Preparation and ASsesnent of Going Concern The accounts are prepared under the lu"storicaL cost conventi¢xL Mrith items recoll5ed at cost or transartion value unless otheTh%ryse stated in the relevant note{s) to these accounts. The fiar1 statements have been pwared in accordance with the Statexnent of Recommended Practice.. Accountin% and Reporbn£ by knties preparin£ their accounts in acrordance with the Financi Re[g Standard app]icable in the UK and Repllblic of Ireland (FIS 102) issued on 16 July 2014 and the Financi Reporting Standard applicable in the United Kin2dom and Republic of Ireland (FRS 102) and the Clwities Act 2011. The tnteeS consider that there are no material Uncertainti about the Tn$ abdity to contmue as a going concern. b) Income Donations, investrnent incotne ad Sllndar incoming resources are included in the year in which they are receivable. M.lu"ch is when the charity becoxnes entitled to the resource. it is wobable that the charity receive the resource. and the allUnt can be naSured ryth reasonable ctaInty. Legacies receivable are included in the accounts when they satisfy the following cty. Entitlement - actual receipt or legally enforceable right to the receipt Certainty - reasonable certainty of receipt Measurement - the monetary value can be measured with sufficient rehabxlity c) ExPere5 All expenditure is incLuded on an accruals basAS and is recognised when there a legdl or constructs.ve obJAtion. The nlOrIty of costs are directly attributed to one of the tu"0na1 categories of resources expended in the Statenient of Financial Activtts"es (FAI. Where Costs are shared or cannot LE directly attributed in tlns H'ay they have in allocated on a basis consistent with the use of the resources. Expen5e5 on12aisin£ Fund5 represent exTEnditure incued in fund rsin% and publicity. Governance Costs are those incurred in connection with the administration ot the Chlty and compliance Mryth the constitlltional and statutory reqlllretnts, as an or£anisatio d) Funds Accountin% Unrestricted Funds include both general and designated funds on the following basis.. General Funds comprASe those funds that the Trustees are free to use in accordance the charity's oty"ects,' Designated Funds are those earnwked by the TLUStees for pa"CUlar purp)ses. as detailed at note 13. Annual Report and Unaudited Accounts 2020/21 Page 14
Worthing Animal Clinic Notes to the Accounls for the year ended 31 December 2020 l. AccouNfL¥G POLICIES continued d) Funds Accountin% Icontjnued) The endOwnlt fund c¢)mprises the Ravenscroft Fund. the incoll of which is avaxjable for the endQwllt whose underlyin% inve5ttnent is valued at£2.281 (2019.. £2.2071. e) Depreciation of Tangible Fixed Assets The freehold property is ststed at its acquisition value plus the cost of xmprovetnents. No depreciatson is provided beCae the Trustees Colder to be 1ThntenaL as the property's residual value at the end of its useful life is expected to exceed its carrying value, even taking into account llatio DeciatiOn 15 wovided on other fixed a55ets in order to MLte domm their ct to their estimated residual value OV their estillted econorrric lives. at the fOllOg rate: Fixtures & Equipment - 15°A per annum on a straight line bas Computer Equipjnent - 33.3 annum on a straight line basis g Fixed Asset Investments InvestTnents are a fomi of basic fllwicial instrument and are initially recowsed at their transacti¢)n value and subsequently nieasured at their fair value as at the balan sheet date usin% the closin% quoted llket price. The statenient of financ activities includes the net Rains and losses arASin% on revaluation arLd dLStK>sals throu£hout ttLe year. The charity does not acquire put options, derivatives or other complex financi instrurnts. The niain form of financial risk faced by the cbArity that of volatility in equity markets and investment rnarkets due to wider economic condits"ons, the ath.tude of invtorS to investrnent risk, d changes In sentunent concerning equits.es and witbin particular sectors or sub %ctQTS. g) St(ks Purchased st(th are valued at cost. h) Vallle Added Tax from 1.1.20 tradin% income and all expenditure is shown net of VAT as the Flat Rate scheme was ceased. Prior to thi.s date tradin% income and expenditure was shown inclusive of VAT suLT"ect to the spEcl rules for Lar%e capital itetns, in line with the VAT Flat Rate henle, with net paynwits to HM Revenue & custo included under direct chan"table exFEnditLWe. None of the Trnstees lor any person connected them) received any remutwation during the period. None of themhave been reimbttrsed for expenses. 2020 2019 Unresbicted Fund. arising frollL' Listed Investments Bank etc. Deposits 15.894 42 17.297 70 Annual Report and Unaudited Accounts 2020/21 Page 15
Worthing AnimaI Clinic Noles to the Accounts f or the year ended 31 December 2020 Raisin Funds 2020 2019 Salaries & NIC (Note 5) Publicity EXS 914 530 474 1,463 Cjiaritable Ex diture 2020 2019 Drngs, LaLx)ratory Tests & ConsubIeS 30.605 4.471 42,246 8.032 16,426 117J41 2,467 1587 1203 1.051 1,165 VAT pyable Salaries. NIC & LIni Fees (Note 5) Rates & Water tight & Heat urance (Note 6) Postage, Ststionery & Advertising Telephone Training including Travel & Accommodation Repairs & Renewals.. Equipn*nt Property 114.448 {692) 1/16 lJ21 59) I,5 330 6,155 175 924 777 2.123 109 294 3.028 1.172 168,656 7.49) 787 Le%al and Professional 1324 2.135 Cleanin£ & Laundry Sundry Expenses Depreciation. Equipment Bad Debt Provision Totsl Costs 314 3.132 210,072 Less Surwy Takin l(D.142 146,959 Net subsith.sed Costs of Anllnal Treatment 59,514 63,113 2020 2019 Independent Examiner's Fee Sundry Expenses 650 455 1.105 472 907 Annual Report and Unaudited Accounts 2020/21 Page 16
Worthing Animal Clinic Noles lo Ihe Accounls for the year ended 31 December 2020 5. sfAFF COSTS 2020 2019 Wase5 & salatu.es 77,991 3,191 16 33.664 115,362 77.647 4,165 466 36,052 118,330 Pension Costs Locum Fees Averase number of employees (excludJn8 locu) No employee reCved Temuneratson (rf more than £60.0(M). The charity COL1side its key xl7aent peOne1 to comprise the trn5tees. No kny nlagelent perSOLULel recei any eP10Yrnet knelits. 6. INSURANCE Insurance xndude5 indejmuty cover of £250,(XIO at a cost 0£ £53012019.. £250,(KIO at £575). 7. TANGIBLE FtXED ASSE[5 Freehold FIxte5 ConL ter Total Cost.. At 1.1.20 Addxtions Disposals At 31.12.20 125,719 41.615 71,711 12,393 125,719 41,615 71.711 12.393 DeprecLatsoxL At 1.1.20 Charged for the year "sposals At 31.12.20 72.188 3,028 62.735 1.813 9.453 1215 75,216 64,548 10,668 Net Book Vaiue5'. At 31.12.20 50,503 41,615 7.163 1.725 At 1.120 53,531 41,615 8.976 2,940 The Charity Commtssion acts as cllstodx.an tsustee of the freehold property. Fixed Jnterest Total Investxnents Funds F COIF sutL a) Fixed Assets.. Market Value at 1.1.20 Addxts"or Disposals Chanse in Marketvaiue -Marknt Value at 31.12.20 428,536 2,207 292,576 133,753 {3,785) 74 8,977 (12,8361 Histotical C<È At 31.12.20 284,825 2,141 187.i24 9).160 Atl.1.20 284,825 2,141 187,i24 9i,160 A1[ Report Unau&ted Accounts 2020/21 Page 17
Worthing Animal Clinic Noles to the Accounts f or the year ended 31 December 2020 contjnued At 31 Decemirr 2020 Ited investtnents included no security compIn% 5% ¢)r llre of the F0110,5 valuation. All investsnents are carried at their fair value. The investsnents and hmds comprise. and income arisinR relates to, COIF Fixed Interest Fund, COIF Charits"es Investment Fund, COIF CharitLes Property Fund, SLryL Cazenove Chan"ty Equity tncome Fund, sufL Cazenove Charity Mults".Asset Fund. GainslLosses on investtnents assets as shown on the face ot the Statement ot Financi ActieS relates to reaIised Rain of Thlil and unrealised losses of £3,785. The s[RrnfiCan of fJnaM"aL instruments to the onkwin% flnanci sustainabiJity of the charlty is considered in the fiTWiCtal reviem. and investUt policy and perfomwice sects"(Ms of the Trustee b) CUrrt Assets: These comprise COIF dewits. 9. sfocK 2020 2019 Drng5, Dwbles & Fo(Kl 12.107 I2.] 10. DEBTOIZS & P12EPAYMENrts 2020 2019 Trade Debtors Prepayments & Accrned Incon 140 2.563 2,70i 1,497 2,4 11. CIIEDrroRS & ACCRUALS 2020 2019 Trade Creditors Sundry Creditors & Accruats Taxes & S(Kial Security Costs 2.476 7.903 3.538 13.917 4.322 5.294 12,26 11 ANALYSIS OF NET ASSETS BETWEEN LINRFSTIUCTED FLTNDS General Funds Desi Funds Total Fund balaTe$ at 31 December 2020 are represented by. Tan2ible Fixed Assets Investsnent Assets Current Assets Current Liabilities iO.i03 422.470 48,699 (13,914 507.755 50.503 388.639 38,515 (13.914 463,760 33,811 10,184 43,995 Annual Report and Unaudited Accounts 2020/21 Page 18
Worthing Animal Clinic Notes to the Accounls for the year ended 31 December 2020 Incomin Resources Investsnent Fund At 1.1.20 Resources E ded Gain Transfers At 31.12.20 oss General Funds 501,934 137.956 (In,(xJo (5.891) 12.2321 463,760 Detea Funds Van Pyrzeel Elsie Pom'ell Dog NeuterirLg Fund BIOCKI TestJn2 Fund 32,460 6292 979 2.032 11.2881 34,183 6,292 1,924 1,596 43,995 1.924 1,596 2,232 38,752 979 2.032 Total Unrestricted Funds 543,686 138,935 {171,W71 (3,859) 507,755 The Van Peperzeel fund was estabhshed followin% the receipt of a £50,0(K) le%acy from the estate of the deceased in 21J)4. The fund is used to provide a sub%"dised vaccinats.on and free rnicr(Khipping hell. The Elsie Pom'ell fund is used to provide an additionat slaY for Tecific treatnt5 beyond nieans at the discretion of the yet Sur0 and was e5tab]ished foll0Hg receipt of a generous leKacy frollL ttLe estate of the deceased in 20(M. The Dog Neutering Fund was estabjished in 20[ on the initiative of a fornier chairw Cuy Freeland. to encoura%e do2 011erS to neuter their pets. This year a totsl of £340 has been used to subsidtse the cost of dog neutering. £2,264 was transferred xnto the fund follo1ng a donation from the IVO trust. The Blood TestJn% Fund was establthd in 2011 from a le%acy received from the estate of Dorothy M WiR%s. The fund is used to the lease of a blood testing nChIne for the clinic. Thi"s year a total of U,140 was spent to SUb"dIse this cost. £2,736 was transferred into the followin% a donats.on from the IVO trust. Annual Report and Unaudited Accounts 2020/21 Page 19
Annual Report and Unaudited Accounts 2020/21 Page 20