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2024-03-31-accounts

REGISTERED CHARITY NUMBER: 219251

Report of the Trustees and Unaudited Financial Statements for the Year Ended 31 March 2024

for The League of Friends of the Newark Hospital

Wright Vigar Limited Chartered Accountants & Business Advisers Morton House 12 Appletongate Newark Nottinghamshire NG24 1JY

The League of Friends of the Newark Hospital

Contents of the Financial Statements for the Year Ended 31 March 2024

Page
Report of the Trustees 1 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to the Financial Statements 7 to 10
Detailed Statement of Financial Activities 11

The League of Friends of the Newark Hospital

Report of the Trustees for the Year Ended 31 March 2024

The trustees present their report with the financial statements of the charity for the year ended 31 March 2024. 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 Activities

The object of the League is to relieve patients and former patients of the Newark Hospital and other members of the community who are sick, convalescing, have a disability or in need of financial assistance and generally to support the charitable work of the Newark Hospital.

ACHIEVEMENT AND PERFORMANCE

Achievements and Performance

We continue to progress and achieve our aims to ensure that all departments and wards can receive help when it is required. We not only raise money for medical equipment but purchase many items that make a patient's stay in hospital more comfortable and areas attractive. We make available packs for emergency admissions and for discharge if required.

Much of our income is generated from donations and legacies or which we are very grateful. We continue to fund hospital equipment on a regular basis and still continue to provide support for our regular commitments and regular requests from the hospital.

FINANCIAL REVIEW

Reserves policy

Is is in the general policy of the League that all funds should be applied to a specific project/appeal in furtherance of the League's objectives. However, the League does endeavour to hold a sum in reserve (i.e. those assets in the unrestricted fund of a charity which the trustees have, or can make, available to apply for all or any of its purposes, once they have provided for the commitments of the charity and its other planned expenditure). The sum shall be kept to a minimum but should ensure sufficient funding for any small urgent requests that may be received. The figure is reviewed annually and this year it is agreed at £3,000. At 31 March 2024 total reserves amounted to £59,804 (2023 - £46,025). Of this, unrestricted reserves amounted to £58,193 (2023 - £40,204) and restricted reserves amounted to £1.611 (2023 - £5,821). The excess amount is being held whilst specific funding opportunities are proposed by the hospital.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

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

Page 1

The League of Friends of the Newark Hospital

Report of the Trustees for the Year Ended 31 March 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT

Structure, Governance and Management

The organisation is a Registered Charity and is governed by the Trustees in accordance with its Trust Deed approved in June 1990, reconfirmed in June 2000 and amended in June 2010.

Nominations for membership are made to the secretary and trustees are elected by resolution of the committee.

We have a small office provided by the hospital and also work from the homes of the Chairman/Secretary and Treasurer. We usually hold six general meetings a year and an Annual General Meeting and these meetings take place at the Newark Hospital.

Seven committee members are all voluntary - the Chairman/Secretary and Treasurer do receive out of pocket expenses. The committee strives to organise fundraising activities, including raffles, tombolas and other stalls to raise funds and keep our name in the spotlight.

Apart from fund-raising volunteers, hospital volunteers have continued to work within the Outpatients' refreshment bar and the Friends Coffee & Gift Shop, provide a wayfinding service at the main entrance helpdesk, support with basic administrative tasks to support fundraising in the Community Involvement Office, offer an escort service in the Outpatient and MRI departments, provide mealtime assistance on inpatient wards and provide a meet and greet service in the Podiatry Department, Cardio-respiratory and Pre-operative Assessment Unit.

All do not receive payment. However, some do claim travel allowances from the Hospital Trust in line with Government Policy.

Not all volunteers are members of the Hospital League of friends. There are currently 113 volunteers giving some 17,600 hours per year of their time to the hospital and community. We are supported by a Community Involvement Co-ordinator who interviews and screens all volunteers, undertakes disclosure and barring checks and keeps us abreast of health and safety issues. All volunteers receive annual update training in fore, information governance, health and safety and safeguarding.

The trustees have examined the major strategic and operational risks of the charity and confirm that the systems have been established to enable regular reports to be produced so that the necessary steps can be taken to lessen these risks. A monitoring process ensures a low retained risk to each classification identified.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number 219251

Principal address

C/o 16 Hatchetts Lane Newark Nottinghamshire NG24 2AF

Trustees

Ms N Whitworth Chair & Secretary Ms P Fuller Ms J Combes Vice Chair P Smith Ms C Light Ms J Whittaker Ms F Canning Ms B Cobb Treasurer

Independent Examiner

Wright Vigar Limited Chartered Accountants & Business Advisers Morton House 12 Appletongate Newark Nottinghamshire NG24 1JY

Page 2

The League of Friends of the Newark Hospital

Report of the Trustees for the Year Ended 31 March 2024

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ Ms N Whitworth - Trustee

Page 3

Independent Examiner's Report to the Trustees of The League of Friends of the Newark Hospital

Independent examiner's report to the trustees of The League of Friends of the Newark Hospital

I report to the charity trustees on my examination of the accounts of The League of Friends of the Newark Hospital (the Trust) for the year ended 31 March 2024.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.

I have no concerns and have come across 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.

Paul Colcomb FCCA

Wright Vigar Limited Chartered Accountants & Business Advisers Morton House 12 Appletongate Newark Nottinghamshire NG24 1JY

Date: .............................................

Page 4

The League of Friends of the Newark Hospital

Statement of Financial Activities for the Year Ended 31 March 2024

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
3,142
Charitable activities
Refreshment Areas
98,828
Other trading activities
2
4,017
Total
105,987
EXPENDITURE ON
Raising funds
302
Charitable activities
Hospital Funds
11,615
Refreshment Areas
75,976
Other
4,125
Total
92,018
NET INCOME/(EXPENDITURE)
13,969
Transfers between funds
7
4,020
Net movement in funds
17,989
RECONCILIATION OF FUNDS
Total funds brought forward
40,204
TOTAL FUNDS CARRIED FORWARD
58,193
Restricted
funds
£
-
-
-
-
-
190
-
-
190
(190)
(4,020)
(4,210)
5,821
1,611
2024
Total
funds
£
3,142
98,828
4,017
105,987
302
11,805
75,976
4,125
92,208
13,779
-
13,779
46,025
59,804
2023
Total
funds
£
2,243
73,988
3,890
80,121
584
38,618
58,893
2,106
100,201
(20,080)
-
(20,080)
66,105
46,025

The notes form part of these financial statements

Page 5

The League of Friends of the Newark Hospital

Balance Sheet 31 March 2024

Unrestricted
Restricted
funds
funds
Notes
£
£
CURRENT ASSETS
Stocks
5
5,685
-
Cash at bank
62,051
1,611
67,736
1,611
CREDITORS
Amounts falling due within one year
6
(9,543)
-
NET CURRENT ASSETS
58,193
1,611
TOTAL ASSETS LESS CURRENT LIABILITIES
58,193
1,611
NET ASSETS
58,193
1,611
FUNDS
7
Unrestricted funds
Restricted funds
TOTAL FUNDS
2024
Total
funds
£
5,685
63,662
69,347
(9,543)
59,804
59,804
59,804
58,193
1,611
59,804
2023
Total
funds
£
5,435
40,590
46,025
-
46,025
46,025
46,025
40,204
5,821
46,025

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

.............................................

B Cobb - Trustee

The notes form part of these financial statements

Page 6

The League of Friends of the Newark Hospital

Notes to the Financial Statements for the Year Ended 31 March 2024

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. All sales are excluding any VAT.

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.

Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.

Stocks

Stocks are valued at the lower of cost and net realisable value, after making due allowance for obsolete and slow moving items.

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.

2. OTHER TRADING ACTIVITIES

3.

OTHER TRADING ACTIVITIES
2024 2023
£ £
Hospital fundraising events 4,017 3,890
GRANTS PAYABLE
2024 2023
£ £
Hospital Funds 11,468 38,270

Page 7

continued...

The League of Friends of the Newark Hospital

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

3. GRANTS PAYABLE - continued

The total grants paid to institutions during the year was as follows:

Bariatric Chair
Reclining Chairs
Desk and chairs
Optical Display Rack
Deep Clean
SFHT- Staff Contribution
Fernwood desk and chairs
Door Guards
Pain generator machine
Small donations
The total grants paid to individuals during the year was as follows:
Christmas Donations
2024
£
708
2,800
1,490
240
350
5,211
-
-
-
-
10,799
2024
£
669
2023
£
-
-
-
-
-
5,999
1,302
714
29,000
485
37,500
2023
£
770

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023.

5. STOCKS

STOCKS
2024 2023
£ £
Stocks 5,685 5,435

Page 8

continued...

The League of Friends of the Newark Hospital

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

6. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2024 2023
£ £
Taxation and social security 3,548 -
Other creditors 5,995 -
9,543 -
7. MOVEMENT IN FUNDS
Net Transfers
movement between At
At 1.4.23 in funds funds 31.3.24
£ £ £ £
Unrestricted funds
General fund 39,928 14,300 3,965 58,193
Designated Uniform 276 (331) 55 -
40,204 13,969 4,020 58,193
Restricted funds
Specific requests 5,821 (190) (4,020) 1,611
TOTAL FUNDS 46,025 13,779 - 59,804
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 105,987 (91,687) 14,300
Designated Uniform - (331) (331)
105,987 (92,018) 13,969
Restricted funds
Specific requests - (190) (190)
TOTAL FUNDS 105,987 (92,208) 13,779
Comparatives for movement in funds
Net Transfers
movement between At
At 1.4.22 in funds funds 31.3.23
£ £ £ £
Unrestricted funds
General fund 59,473 9,827 (29,372) 39,928
Designated Fire boot for tea bar door 300 - (300) -
Designated Pain generating machine - (29,000) 29,000 -
Designated Christmas gifts - (770) 770 -
Designated Uniform - - 276 276
59,773 (19,943) 374 40,204
Restricted funds
Specific requests 6,332 (137) (374) 5,821
TOTAL FUNDS 66,105 (20,080) - 46,025

Page 9

continued...

The League of Friends of the Newark Hospital

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

7. 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 80,022 (70,195) 9,827
Designated Pain generating machine - (29,000) (29,000)
Designated Christmas gifts - (770) (770)
80,022 (99,965) (19,943)
Restricted funds
Specific requests 99 (236) (137)
TOTAL FUNDS 80,121 (100,201) (20,080)

Specific Requests

The fund has arisen due to commitments of the charity for specific items for the hospital.

Transfers between funds

During the period a transfer of £4,020 from specific requests to general funds as specific items were paid out of general fuds in previous years.

8. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2024.

Page 10

The League of Friends of the Newark Hospital

Detailed Statement of Financial Activities

for the Year Ended 31 March 2024

INCOME AND ENDOWMENTS
Donations and legacies
Collection boxes
Donations
Gift aid
Other trading activities
Hospital fundraising events
Charitable activities
Coffee lounge and tea bar
Total incoming resources
EXPENDITURE
Other trading activities
Gifts and prizes - fundraisers
Charitable activities
Sundries
Coffee lounge cost of sales
Coffee lounge equipment
Grants to institutions
Grants to individuals
Support costs
Governance costs
Sundries
Accountancy and legal fees
ATTEND affiliation
Total resources expended
Net income/(expenditure)
2024
£
760
2,067
315
3,142
4,017
98,828
105,987
302
337
74,693
1,283
10,799
669
87,781
1,067
1,680
1,378
4,125
92,208
13,779
2023
£
1,211
827
205
2,243
3,890
73,988
80,121
584
348
56,343
2,550
37,500
770
97,511
286
540
1,280
2,106
100,201
(20,080)

This page does not form part of the statutory financial statements

Page 11