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2022-03-31-accounts

DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

Registered number: 02872186 Charity number: 1030968

THE EDMUND TRUST

(A Company Limited by Guarantee)

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2022

DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

CONTENTS
Page
Reference and Administrative Details of the Charity, its Trustees and Advisers 1
Trustees' Report and Strategic Report 2 - 9
Independent Auditors' Report on the Financial Statements 10 - 14
Statement of Financial Activities 15
Balance Sheet 16 - 17
Statement of Cash Flows 18
Notes to the Financial Statements 19 - 42

DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST

(A Company Limited by Guarantee)

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 MARCH 2022

Board Members N R Tomkys OBE (appointed 1 April 2021)
N J Tiley (resigned 20 October 2021)
J R Bragg
E Kron
H Mason
T A Wyatt
Company registered
number
02872186
Charity registered
number
1030968
Registered office
Suite G10 Blenheim House, Cambridge Innovation Park,
Denny End Road, Waterbeach
Cambridge
CB25 9GL
Patrons
Prof T Holland
Dr N Johnson
Chief Executive Officer
J Ellis
Independent auditors
Peters Elworthy & Moore
Chartered Accountants
Statutory Auditors
Salisbury House
Station Road
Cambridge
CB1 2LA
Bankers
Lloyds Bank Plc
Gonville Place
Cambridge
CB2 1BQ

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THE EDMUND TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 MARCH 2022

The Board Members present their annual report together with the audited financial statements of the Charity for the year 1 April 2021 to 31 March 2022. The Board Members confirm that the Annual Report and financial statements of the Charity comply with the current statutory requirements, the requirements of the Charity's governing document and the provisions of the Statement of Recommended Practice (SORP), applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) second edition October 2019 (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

OBJECTIVES AND ACTIVITIES

Policies and objectives

The principal aim of the Charity is to improve the lives of, to support, and to provide services and information for people with learning disabilities, their families and carers who live in Cambridgeshire and more latterly, East Anglia. We do this by offering a wide range of services to people and their families such as Supported Living Services, Registered Care Homes, Outreach community support, Day Opportunities, Hydrotherapy Services, Respite Services and Housing Services.

STRATEGIC REPORT

ACHIEVEMENTS AND PERFORMANCE

Review of activities

Our mission is to empower and support people of all ages with a learning disability from across Cambridgeshire and East Anglia to live the lives they choose and to be active members of the communities that they live in. We achieve this by affording individuals, their families and carers the support they need, by developing services to meet identified needs and providing information and advice. Our Trustees have due regard to the guidance on public benefit in the decisions they make and the way the organisation is run. The Edmund Trust is funded predominantly from a large number of local authority contracts. We also receive a much smaller amount from grants and donations. We do not employ a formal fundraising function.

COVID-19

The financial year 2021-22 has continued to be impacted by COVID-19 and the pandemic.

The Edmund Trust now supports around 180 people and it remains the case that of the people we support, many would be considered to be especially vulnerable if they were to be infected with COVID-19. The social care guidelines that our services have to work within have not altered greatly during this financial year leaving our services still working at a state of heightened alert as was previously the case. This had both positive and negative effects from a business point of view. Funding became more readily available throughout this financial year to pay for the additional PPE cost and to mitigate the negative effects of staff being off sick isolating. The results this financial year benefit from the financial support that the Local Authority has given to our organisation.

As we reported last year the failure of government to see that discharging people from hospitals into community and in particular care home settings was fuelling the transmission of the infection. The courts have now found the action of the government to be unlawful in not testing people prior to discharge from hospital. We did not lose anyone we support or employ due to COVID-19 during the 21-22 financial year which is testament to the incredible work that our staff teams have done in keeping people safe and following the complex guidelines around testing and PPE.

As previously reported we closed our offices earlier than the government advice to try and prevent our own office being a hub for infection. For the majority of the financial year we were working with limited numbers of staff in the office. COVID-19 forced The Edmund Trust to work in a different way. It meant that previously accepted

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THE EDMUND TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

norms had to end and new norms established. By the end of the financial year we had moved to most of our office based staff working in informal hybrid patterns. The net result is that we are able to manage with less office space and proportionally less cost of our support functions. For office based staff the ability to work some of the time at home and some at the office should support their work-life balance.

In terms of the front line delivery of services the vast majority of our activity continued albeit with new guidelines around PPE and working practices appearing on a near daily basis. Due to the guidance from government we had to close three sites, namely the two settings we use for our Artworks offer, and for the vast majority of the financial year our hydrotherapy pool.

Operationally staff have continued to work heroically at times albeit with an apparent lessened threat from the effects of COVID-19. Our services continued to be disrupted by staff testing positive and the impact that this had on the support that we could offer. With the support of the local authority we are able to manage on minimum staffing levels.

In all cases throughout the financial year we paid our staff their full contracted hours when they were isolating due to COVID-19.

Prior to the pandemic we started to see the first signs that austerity was coming to an end. Only time will tell what impact will be felt by the social care sector in the medium term future. During this financial year we received an uplift from the local authority, the first received for many years. Due to the efficient way that we run The Edmund Trust we were able to pass on the extra contract income to the staff in terms of wages.

As always the key for The Edmund Trust is to keep trying to deliver great services to people whilst always looking to make what we do organisationally as efficient and cost effective as possible. The proportion of the money that we spend on administering ourselves reduced again to 13% of our income.

The beginning of the end of the pandemic meant that we have been able to start to respond to and deliver services away from our traditional base in Milton. We have been approached to deliver a number of services in Fenland area of Cambridgeshire and have three new services planned for the new financial year. These are services where other social care providers have decided not to continue a service for someone, often due to the location and/or the availability of staff.

Retaining our staff is a key issue for The Edmund Trust. This cannot be stressed any more highly. It remains the highest risk issue on our organisational Risk Register.

It remains a strategic priority for The Edmund Trust to retain more of our staff year on year with ambitious targets set.

The Edmund Trust brand continues to become embedded within the localities in which we operate, with a greater awareness and understanding of the charity and its aims and purpose. During this financial year we recruited people to support our recruitment process with a social media background looking to capitalise on the work that we do by having a greater presence online. The key for us is to attract the right people to come and work with us and use every available route to achieving this.

We do not employ a professional fundraiser and we do not fundraise directly from the public. We are supporting more people than ever before and are just about to embark on a significant period of growth reflected in the 2021-26 Business Plan.

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THE EDMUND TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

Significant highlights of the year April 2021 to March 2022

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THE EDMUND TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

FINANCIAL POSITION

The income of The Edmund Trust has grown to £6.76 million which represents a growth of 11% on the income figures for last year. Some of this is down to grants received through lockdown but we continue to increase the number of people that we support. This growth continues six years of continuous growth in our organisation from a base of £3.2 million in March 2015. We have continued to keep a tight control of costs and the cost of administering ourselves with limited exceptions of spend that is not budgeted for. Our view is that given the last year and the continuing strain that COVID-19 has put on our organisation we are pleased to be presenting accounts that show we have made a surplus of £508,434. A proportion of this figure comes from the latest pension liability revaluation which had a positive impact of £189,000 in our accounts. This means that from a pension perspective we currently have an outstanding liability of £489,000. This would ask the question about when would be an appropriate time to pay of any outstanding liabilities and leave the pension scheme. We will complete some work to establish the viability and sense in doing this in the new financial year. As an organisation we have grown in terms of income (detailed below) and increased the number of people that we support.

Reserves policy

The Edmund Trust is working to review its reserves policy. Due to the majority of the income we receive coming from local government and therefore highly stable it is felt that we as an organisation do not need to carry a high level of reserve and that between one and three months operating costs (£534k - £1,603k) will be the level that we operate at. Free reserves at the year end are £448k, being unrestricted funds less unencumbered tangible fixed assets.

Principle Risks and Uncertainties

The Edmund Trust uses a risk register that details the key risks for the organisation and how we look to mitigate them. This is reviewed at quarterly Board meetings by the Trustees. This rates the main risks for the organisation and the steps that we take to respond to and where possible mitigate the risks.

The key risks are given a detailed description, a rating, the response, rated in the risk register and the risk has an SMT owner. The risk register has grown to include 21 risks detailed with the highest rating ones being Abuse in services, CQC rating, Loss of our main customer, Injury or death of staff, and the inability to attract and retain the right staff.

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THE EDMUND TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

PLANS FOR THE FUTURE

Due to two relatively quiet years in terms of growth we will be looking at achieving significant growth over the next year. We are looking to extend our reach both in Cambridgeshire and in other counties. We have found that being able to source the right accommodation has been the key to achieving this growth. When we have developed or purchased property we have been very successful in attracting people that need our services. This is due to the shortage of high quality housing stock that is offered with assured tenancies for people with learning disabilities.

For a key focus of the organisation to continue to be on the reduction of staff turnover within the organisation. Social Care now typically sees over 30% staff turnover and The Edmund Trust is no different. We plan to address the issues with staff turnover by continuing to push at pay rates, for Service Manager training and supervision to be tightened up and to continue to aim to be an employer of choice.

For KPIs to feature more prominently at Board Level as part of the scrutiny and oversight of the organisation. These KPIs include;

We continue to work within the Cambridgeshire County Council framework agreement for services to people with a learning disability. This secures our ability to continue to support people on behalf of Cambridgeshire Learning Disability Partnership.

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THE EDMUND TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

Broadly our business planning for the 2021-26 period falls into eight areas;

STRUCTURE, GOVERNANCE AND MANAGEMENT

Constitution

The company is registered as a charitable company limited by guarantee and was set up by a Memorandum of Association on 16 November 1993. The registered charity number is 1030968.

Organisational structure and decision-making policies

The Board Members, as a body, administer the Trust. The Board Members meet once a quarter with additional meetings being held when required to deal with issues of strategy in more dept.

The Board Members have delegated the day to day responsibility for the provision of services to the Chief Executive Officer (CEO). The CEO is responsible for ensuring that the Trust delivers the services specified and that key performance indicators are met. The CEO also has responsibility for the day to day operational management of services and fundraising. The CEO is assisted by other members of the Senior Management Team.

Policies adopted for the induction and training of Board Members

Board Members are trustees for Charities Act purposes and directors for Companies Act purposes. New Board Members undergo a period of induction to brief them on the work of the Trust, their legal obligations under charity and company law, the contents of the Memorandum and Articles of Association, the committee and decision making process, the business plan and recent financial performance of the Charity. During the induction they meet with key employees and other Board Members. All Board Members are encouraged to attend appropriate external training events where these will facilitate undertaking their role.

Financial risk management

The Board Members have assessed the major risks to which the company and the group is exposed, in particular those related to the operations and finances of the company and the group, and are satisfied that systems and procedures are in place to mitigate our exposure to the major risks.

A significant operational risk exists as the majority of the Trust’s income comes from one customer,

Cambridgeshire County Council, for the provision of adult care services. The major risk is that Cambridgeshire County Council will not be able or willing to pay a fair price for the care services provided in the long term.

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THE EDMUND TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

The senior management of the Trust continue to work closely with Cambridgeshire County Council to understand their attitude to future service requirements, and continue to improve the financial efficiency of the Trust’s operations to provide a good care service to the people who we look after. The Trust has been seeking alternative funding partners for care services, but accepts that the nature of its work is in Cambridgeshire and this majority reliance will continue.

Members' liability

The Members of the Company guarantee to contribute an amount not exceeding £1 to the assets of the Company in the event of winding up.

STATEMENT OF TRUSTEES’ RESPONSIBILITIES

The Board Members (who are also the directors of the Charity for the purposes of company law) are responsible for preparing the Trustees' Report including the Strategic Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the Board Members to prepare financial statements for each financial . Under company law, the Board Members must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Charity and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Board Members are required to:

The Board Members are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity's transactions and disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

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THE EDMUND TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022

Disclosure of information to auditors

Each of the persons who are Board Members at the time when this Trustees' Report is approved has confirmed that:

Approved by order of the members of the board of Trustees and signed on their behalf by:

N R Tomkys OBE

(Chair of Trustees)

Date: 01 November 2022

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THE EDMUND TRUST (A Company Limited by Guarantee)

INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF THE EDMUND TRUST

OPINION

We have audited the financial statements of The Edmund Trust (the 'charity') for the year ended 31 March 2022 which comprise the Statement of Financial Activities, the Balance Sheet, the Statement of Cash Flows and the related notes, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

BASIS FOR OPINION

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

CONCLUSIONS RELATING TO GOING CONCERN

In auditing the financial statements, we have concluded that the Trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the Trustees with respect to going concern are described in the relevant sections of this report.

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THE EDMUND TRUST (A Company Limited by Guarantee)

INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF THE EDMUND TRUST (CONTINUED)

OTHER INFORMATION

The other information comprises the information included in the Annual Report other than the financial statements and our Auditors' Report thereon. The Trustees are responsible for the other information contained within the Annual Report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

OPINION ON OTHER MATTERS PRESCRIBED BY THE COMPANIES ACT 2006

In our opinion, based on the work undertaken in the course of the audit:

MATTERS ON WHICH WE ARE REQUIRED TO REPORT BY EXCEPTION

In the light of our knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees' Report including the Strategic Report.

We have nothing to report in respect of the following matters in relation to which Companies Act 2006 requires us to report to you if, in our opinion:

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THE EDMUND TRUST (A Company Limited by Guarantee)

INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF THE EDMUND TRUST (CONTINUED)

RESPONSIBILITIES OF TRUSTEES

As explained more fully in the Trustees' Responsibilities Statement, the Trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the Trustees are responsible for assessing the charitable company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

AUDITORS' RESPONSIBILITIES FOR THE AUDIT OF THE FINANCIAL STATEMENTS

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an Auditors' Report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Our approach to identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, was as follows:

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THE EDMUND TRUST

(A Company Limited by Guarantee)

INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF THE EDMUND TRUST (CONTINUED)

We assessed the susceptibility of the Charity’s financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to:

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of non-compliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the directors and other management and the inspection of regulatory and legal correspondence, if any.

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our Auditors' Report.

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THE EDMUND TRUST

(A Company Limited by Guarantee)

INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF THE EDMUND TRUST (CONTINUED)

USE OF OUR REPORT

This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to state to them in an Auditors' Report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and its members, as a body, for our audit work, for this report, or for the opinions we have formed.

Michael Hewett (Senior Statutory Auditor)

for and on behalf of

Peters Elworthy & Moore Chartered Accountants Statutory Auditors Salisbury House Station Road Cambridge CB1 2LA

Date: 14 November 2022

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THE EDMUND TRUST

(A Company Limited by Guarantee)

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2022

Note
INCOME FROM:
Donations and legacies
3
Charitable activities
4
Other income
5
TOTAL INCOME
EXPENDITURE ON:
Charitable activities
6
TOTAL EXPENDITURE
NET MOVEMENT IN FUNDS BEFORE
OTHER RECOGNISED
GAINS/(LOSSES)
OTHER RECOGNISED
GAINS/(LOSSES):
Other gains/(losses)
20
NET MOVEMENT IN FUNDS
RECONCILIATION OF FUNDS:
Total funds brought forward
Net movement in funds
TOTAL FUNDS CARRIED FORWARD
Unrestricted
funds
2022
£
260,805
6,445,330
18,757
6,724,892
6,378,078
6,378,078
346,814
158,000
504,814
2,947,068
504,814
3,451,882
Restricted
funds
2022
£
38,529
-
-
38,529
34,909
34,909
3,620
-
3,620
23,638
3,620
27,258
Total
funds
2022
£
299,334
6,445,330
18,757
6,763,421
6,412,987
6,412,987
350,434
158,000
508,434
2,970,706
508,434
3,479,140
Total
funds
2021
£
214,863
5,811,277
95,094
6,121,234
5,925,293
5,925,293
195,941
(54,000)
141,941
2,828,765
141,941
2,970,706

The Statement of Financial Activities includes all gains and losses recognised in the year.

The notes on pages 19 to 42 form part of these financial statements.

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THE EDMUND TRUST (A Company Limited by Guarantee) REGISTERED NUMBER: 02872186

BALANCE SHEET AS AT 31 MARCH 2022

Note
FIXED ASSETS
Tangible assets
10
Programme related investments
11
CURRENT ASSETS
Debtors
12
Cash at bank and in hand
Creditors: amounts falling due within one
year
13
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT
LIABILITIES
Creditors: amounts falling due after more
than one year
14
NET ASSETS EXCLUDING PENSION
LIABILITY
Defined benefit pension scheme liability
20
TOTAL NET ASSETS
CHARITY FUNDS
Restricted funds
15
Unrestricted funds
15
TOTAL FUNDS
264,510
1,520,568
1,785,078
(985,615)
2022
£
4,017,587
149,550
4,167,137
799,463
4,966,600
(998,460)
3,968,140
(489,000)
3,479,140
27,258
3,451,882
3,479,140
312,971
827,056
1,140,027
(758,470)
2021
£
4,185,877
149,550
4,335,427
381,557
4,716,984
(1,068,278)
3,648,706
(678,000)
2,970,706
23,638
2,947,068
2,970,706

The Trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and preparation of financial statements.

Page 16

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THE EDMUND TRUST (A Company Limited by Guarantee) REGISTERED NUMBER: 02872186

BALANCE SHEET (CONTINUED) AS AT 31 MARCH 2022

The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:

N R Tomkys OBE

(Chair of Trustees)

Date: 01 November 2022

The notes on pages 19 to 42 form part of these financial statements.

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST

(A Company Limited by Guarantee)

STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2022

Note
CASH FLOWS FROM OPERATING ACTIVITIES
Net cash used in operating activities
17
CASH FLOWS FROM INVESTING ACTIVITIES
Proceeds from the sale of tangible fixed assets
Purchase of tangible fixed assets
NET CASH USED IN INVESTING ACTIVITIES
CASH FLOWS FROM FINANCING ACTIVITIES
Repayments of borrowing
Cash inflows from new borrowing
NET CASH (USED IN)/PROVIDED BY FINANCING ACTIVITIES
CHANGE IN CASH AND CASH EQUIVALENTS IN THE YEAR
Cash and cash equivalents at the beginning of the year
CASH AND CASH EQUIVALENTS AT THE END OF THE YEAR
18
2022
£
765,151
307
(13,201)
(12,894)
(58,745)
-
(58,745)
693,512
827,056
1,520,568
2021
£
293,118
500
(69,280)
(68,780)
(865,244)
868,000
2,756
227,094
599,962
827,056

The notes on pages 19 to 42 form part of these financial statements

Page 18

DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

(A Company Limited by Guarantee)

THE EDMUND TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

1. ACCOUNTING POLICIES

1.1 BASIS OF PREPARATION OF FINANCIAL STATEMENTS

The financial statements 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) second edition October 2019 (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

The Edmund Trust meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

1.2 COMPANY STATUS

The Company is a company limited by guarantee. The members of the Company are the Board Members named on page 1. In the event of the Company being wound up, the liability in respect of the guarantee is limited to £1 per member of the Company.

1.3 GOING CONCERN

The Board Members have reviewed the financial position of the charity including the impact of COVID-19 on its operations, in their assessment of going concern. They have concluded that the impact is minimal due to the ongoing funding from local authorities and the fact that the service must run regardless of the climate. The Board Members consider that there are no material uncertainties about the Charity’s ability to continue as a going concern and are satisfied that the Charity has sufficient funds to meet its liabilities as they fall due. Accordingly, the financial statements continue to be prepared on the going concern basis.

1.4 FUND ACCOUNTING

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Designated funds comprise unrestricted funds that have been set aside by the Trustees for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the Charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Page 19

DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

1. ACCOUNTING POLICIES (CONTINUED)

1.5 INCOME

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

For legacies, entitlement is taken as the earlier of the date on which either: the Company is aware that probate has been granted, the estate has been finalised and notification has been made by the executor(s) to the Trust that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is only considered probable when the amount can be measured reliably and the Company has been notified of the executor's intention to make a distribution. Where legacies have been notified to the Company, or the Company is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is treated as a contingent asset and disclosed if material

Grants are included in the Statement of Financial Activities on a receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the Balance Sheet. Where income is received in advance of entitlement of receipt, its recognition is deferred and included in creditors as deferred income. Where entitlement occurs before income is received, the income is accrued.

Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Income tax recoverable in relation to investment income is recognised at the time the investment income is receivable.

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the company; this is normally upon notification of the interest paid or payable by the Bank

Other income is recognised in the period in which it is receivable and to the extent the goods have been provided or on completion of the service.

Page 20

DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

1. ACCOUNTING POLICIES (CONTINUED)

1.6 EXPENDITURE

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, 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 classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Costs of generating funds are costs incurred in attracting voluntary income, and those incurred in trading activities that raise funds.

Charitable activities and Governance costs are costs incurred on the company's operations, including support costs and costs relating to the governance of the company apportioned to charitable activities.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

1.7 GOVERNMENT GRANTS

Government grants relating to tangible fixed assets are treated as deferred income and released to the Statement of Financial Activities over the expected useful lives of the assets concerned. Other grants are credited to the Statement of Financial Activities as the related expenditure is incurred.

1.8 TANGIBLE FIXED ASSETS AND DEPRECIATION

Tangible fixed assets costing £1,000 or more are capitalised and recognised when future economic benefits are probable and the cost or value of the asset can be measured reliably.

Tangible fixed assets are initially recognised at cost. After recognition, under the cost model, tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. All costs incurred to bring a tangible fixed asset into its intended working condition should be included in the measurement of cost.

Page 21

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THE EDMUND TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

1. ACCOUNTING POLICIES (CONTINUED)

1.8 TANGIBLE FIXED ASSETS AND DEPRECIATION (CONTINUED)

Depreciation is charged so as to allocate the cost of tangible fixed assets less their residual value over their estimated useful lives, using the straight-line method.

Depreciation is provided on the following bases:

Freehold land and assets under construction are not depreciated.

1.9 INVESTMENTS

Programme related investments are initially recognised and measured at the amount received or paid, with the carrying amount adjusted in subsequent years to reflect repayments and if any, accrued interest and any impairment.

1.10 PENSIONS

The Charity operates a defined benefits pension scheme and the pension charge is based on a full actuarial valuation dated 31 March 2020.

The Company also contributes to group pension policies and to a stakeholder scheme. The Company's contributions are written off in the year in which they are incurred.

1.11 DEBTORS

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

1.12 CASH AT BANK AND IN HAND

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

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THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

1. ACCOUNTING POLICIES (CONTINUED)

1.13 LIABILITIES

Liabilities and provisions are recognised when there is an obligation at the Balance Sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the Statement of Financial Activities as a finance cost.

1.14 FINANCIAL INSTRUMENTS

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2. CRITICAL ACCOUNTING ESTIMATES AND AREAS OF JUDGEMENT

Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Critical accounting estimates and assumptions:

The Charity makes estimates and assumptions concerning the future. The resulting accounting estimates and assumptions will, by definition, seldom equal the related actual results. The estimates and assumptions that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below.

Critical areas of judgement:

Tangible fixed assets are recognised at cost, less accumulated depreciation. Depreciation is charged over the estimated useful life of the asset to its estimated residual value.

Recoverability of debtors are considered on a regular basis. When calculating the debtor provision, the trustees consider the age of the debts and the financial position of its customer.

Defined benefit pension valuation includes a number of estimates. Reliance is place on professional actuaries who provide these valuations.

Page 23

DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

3. INCOME FROM DONATIONS, LEGACIES AND GRANTS

Unrestricted
funds
2022
£
Donations
1,287
Grants
259,518
260,805
TOTAL 2021
185,234
Restricted
funds
2022
£
4,529
34,000
38,529
29,629
Total
funds
2022
£
5,816
293,518
299,334
214,863
Total
funds
2021
£
39,082
175,781
214,863

Grants includes £284,168 (2021 - £168,863) received from Government.

4. INCOME FROM CHARITABLE ACTIVITIES

Unrestricted
funds
2022
£
Provision of support
6,445,330
TOTAL 2021
5,811,277
Total
funds
2022
£
6,445,330
5,811,277
Total
funds
2021
£
5,811,277

Page 24

DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

5. OTHER INCOMING RESOURCES

Gain on disposal of fixed assets
Government grants
TOTAL 2021
Unrestricted
funds
2022
£
307
18,450
18,757
95,094
Total
funds
2022
£
307
18,450
18,757
95,094
Total
funds
2021
£
500
94,594
95,094

Government grants in 2022 represented apprenticeship income (2021 - represented coronavirus job retention scheme income).

6. ANALYSIS OF EXPENDITURE BY ACTIVITIES

Provision of support
TOTAL 2021
Activities
undertaken
directly
2022
£
5,477,851
5,053,853
Support
costs
2022
£
935,136
871,440
Total
funds
2022
£
6,412,987
5,925,293
Total
funds
2021
£
5,925,293

In 2021 expenditure on charitable activities was split between restricted - £19,495 and unrestricted - £5,905,798.

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

6. ANALYSIS OF EXPENDITURE BY ACTIVITIES (CONTINUED)

ANALYSIS OF DIRECT COSTS

Pension adjustments (note 20)
Staff costs
Depreciation
Other costs
TOTAL 2021
ANALYSIS OF SUPPORT COSTS
Staff costs
Other costs
Staff training
Legal fees
Audit and accountancy fees
TOTAL 2021
Provision of
support
2022
£
13,000
4,415,981
181,491
867,379
5,477,851
5,053,853
Provision of
support
2022
£
654,513
234,418
32,518
140
13,547
935,136
871,440
Total
funds
2022
£
13,000
4,415,981
181,491
867,379
5,477,851
5,053,853
Total
funds
2022
£
654,513
234,418
32,518
140
13,547
935,136
871,440
Total
funds
2021
£
14,000
4,141,654
175,640
722,559
5,053,853
Total
funds
2021
£
580,391
231,998
40,089
2,212
16,750
871,440

Included in the above are Governance costs of £13,687 (2021: £18,962).

7. AUDITORS' REMUNERATION

The auditors' remuneration amounts to an auditor fee of £11,670 (2021 - £11,670), and other services of £1,877 (2021 - £5,080).

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THE EDMUND TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

8. STAFF COSTS

Wages and salaries
Social security costs
Contribution to defined contribution pension schemes
2022
£
4,918,732
49,385
102,377
5,070,494
2021
£
4,585,597
44,949
91,499
4,722,045

The average number of persons employed by the Charity during the year was as follows:

Admin staff
Direct service delivery staff
2022
No.
18
178
196
2021
No.
19
211
230

The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was:

2022 2021
No. No.
In the band £60,001 - £70,000 1 -
In the band £70,001 - £80,000 1 1

Total remuneration paid to key management personnel including employer's national insurance and pension costs amounted to £220,725 (2021 - £253,432).

9. TRUSTEES' REMUNERATION AND EXPENSES

During the year, no Trustees received any remuneration or other benefits (2021 - £NIL).

During the year ended 31 March 2022, no Trustee expenses have been incurred (2021 - £NIL).

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

10. TANGIBLE FIXED ASSETS

COST OR VALUATION
At 1 April 2021
Additions
Disposals
At 31 March 2022
DEPRECIATION
At 1 April 2021
Charge for the year
On disposals
At 31 March 2022
Freehold
property
£
4,192,816
-
-
4,192,816
419,057
101,290
-
520,347
Short-term
leasehold
property
£
251,240
-
-
251,240
27,085
5,934
-
33,019
Plant and
machinery
£
73,986
-
-
73,986
47,560
4,306
-
51,866
Motor
vehicles
£
52,215
-
(5,640)
46,575
41,168
4,499
(5,640)
40,027
Fixtures,
fittings &
office
equipment
£
356,924
13,001
-
369,925
212,834
65,462
-
278,296
Assets
under
construc-
tion
£
6,400
200
-
6,600
-
-
-
-
Total
£
4,933,581
13,201
(5,640)
4,941,142
747,704
181,491
(5,640)
923,555

Page 28

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THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

10. TANGIBLE FIXED ASSETS (CONTINUED)

Freehold
property
Short-term
leasehold
property
Plant and
machinery
Motor
vehicles
Fixtures,
fittings &
office
equipment
£
£
£
£
£
NET BOOK VALUE
At 31 March 2022
3,672,469
218,221
22,120
6,548
91,629
At 31 March 2021
3,773,759
224,155
26,426
11,047
144,090
Assets
under
construc-
tion
£
6,600
6,400
Total
£
4,017,587
4,185,877

Page 29

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THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

11. PROGRAMME RELATED INVESTMENTS

COST OR VALUATION
At 1 April 2021
AT 31 MARCH 2022
NET BOOK VALUE
AT 31 MARCH 2022
AT 31 MARCH 2021
Programme
related
investments
£
149,550
149,550
149,550
149,550

The programme related investment is an interest free loan to the Cambridge Housing Society Limited as a contribution to the cost of Pauline Burnett's House and subsequent property improvements. This loan would be repayable only in the event that the Charity ceases to manage the home.

12. DEBTORS

Trade debtors
Other debtors
Prepayments and accrued income
2022
£
176,878
14,039
73,593
264,510
2021
£
250,749
24,472
37,750
312,971

Page 30

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THE EDMUND TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

13. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Bank loans
Trade creditors
Other taxation and social security
Other creditors
Accruals
2022
£
60,827
135,206
103,523
322,340
363,719
985,615
2021
£
49,754
214,742
76,669
143,724
273,581
758,470

The bank loans are secured with a fixed charge on a number of the freehold properties owned by the Charity and a floating charge over the Charity's assets. Interest is charged on the bank loans at rates between 3.28% and 4.43%.

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THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

14. CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE YEAR

Bank loans
Included within the above are amounts falling due as follows:
BETWEEN ONE AND FIVE YEARS
Bank loans
OVER FIVE YEARS
Bank loans
2022
£
998,460
265,066
733,394
2021
£
1,068,278
226,792
841,486

The aggregate amount of liabilities payable or repayable wholly or in part more than five years after the reporting date is:

Payable or repayable by instalments 2022
£
733,394
733,394
2021
£
869,264
869,264

The bank loans are secured with a fixed charge on a number of the freehold properties owned by the Charity and a floating charge over the Charity's assets. Interest is charged on the bank loans at rates between 3.28% and 4.43%.

The bank loans also include a Government backed 'bounce back' loan, which was drawn down in May 2020. This loan is 100% guaranteed by the Government and there will be no fees or interest payable in the first 12 months. After this 12-month period, interest will be charged at 2.5% per annuum.

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THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

15. STATEMENT OF FUNDS

STATEMENT OF FUNDS - CURRENT YEAR

UNRESTRICTED
FUNDS
DESIGNATED
FUNDS
Fixed Asset Fund
GENERAL FUNDS
General Funds - all
funds
Pension reserve
TOTAL
UNRESTRICTED
FUNDS
RESTRICTED
FUNDS
Downs Support
Group
Artworks Milton
Artworks March
Fenland
Windmill Pool
Troublemakers
Family Support
Services
Young People's
Befriendin
Befriending Works
Eddies TV
Befriending Fenland
Renovation projects
Splat March
Balance at 1
April 2021
£
3,120,175
504,893
(678,000)
(173,107)
2,947,068
760
-
-
-
-
-
-
-
12,029
9,020
1,829
-
Income
£
-
6,693,892
31,000
6,724,892
6,724,892
30
6,992
10,781
100
10
63
10,407
63
4,961
-
1,480
3,331
Expenditure
£
-
(6,378,078)
-
(6,378,078)
(6,378,078)
(790)
(6,992)
(10,781)
(100)
(10)
(63)
(9,808)
(5)
(3,874)
(9)
(762)
(1,404)
Transfers
in/out
£
(116,505)
116,505
-
116,505
-
-
-
-
-
-
-
-
-
-
-
-
-
Gains/
(Losses)
£
-
-
158,000
158,000
158,000
-
-
-
-
-
-
-
-
-
-
-
-
Balance at
31 March
2022
£
3,003,670
937,212
(489,000)
448,212
3,451,882
-
-
-
-
-
-
599
58
13,116
9,011
2,547
1,927

Page 33

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THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

15. STATEMENT OF FUNDS (CONTINUED)

STATEMENT OF FUNDS - CURRENT YEAR (continued)

Splat Cambridge
TOTAL OF
FUNDS
Balance at 1
April 2021
£
-
23,638
2,970,706
Income
£
311
38,529
6,763,421
Expenditure
£
(311)
(34,909)
(6,412,987)
Transfers
in/out
£
-
-
-
Gains/
(Losses)
£
-
-
158,000
Balance at
31 March
2022
£
-
27,258
3,479,140

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

15. STATEMENT OF FUNDS (CONTINUED)

STATEMENT OF FUNDS - PRIOR YEAR

UNRESTRICTED
FUNDS
DESIGNATED
FUNDS
Fixed Asset Fund
GENERAL
FUNDS
General Funds
Pension reserve
TOTAL
UNRESTRICTED
FUNDS
RESTRICTED
FUNDS
Downs Support
Group
Artworks Milton
Artworks March
Fenland
Windmill Pool
Troublemakers
Family Support
Services
Young People's
Befriendin
Befriending
Works
Eddies TV
Befriending
Fenland
Balance at
1 April 2020
£
3,167,905
279,356
(632,000)
(352,644)
2,815,261
-
-
-
2,567
-
-
-
-
-
9,108
Income
£
-
6,083,605
8,000
6,091,605
6,091,605
769
303
6,050
2,327
40
2,973
4,396
43
12,665
63
Expenditure
£
-
(5,905,798)
-
(5,905,798)
(5,905,798)
(9)
(303)
(6,050)
(4,894)
(40)
(2,973)
(4,396)
(43)
(636)
(151)
Transfers
in/out
£
(47,730)
47,730
-
47,730
-
-
-
-
-
-
-
-
-
-
-
Gains/
(Losses)
£
-
-
(54,000)
(54,000)
(54,000)
-
-
-
-
-
-
-
-
-
-
Balance at
31 March
2021
£
3,120,175
504,893
(678,000)
(173,107)
2,947,068
760
-
-
-
-
-
-
-
12,029
9,020

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

15. STATEMENT OF FUNDS (CONTINUED)

STATEMENT OF FUNDS - PRIOR YEAR (CONTINUED)

Renovation
projects
TOTAL OF FUNDS
Balance at
1 April 2020
£
1,829
13,504
2,828,765
Income
£
-
29,629
6,121,234
Expenditure
£
-
(19,495)
(5,925,293)
Transfers
in/out
£
-
-
-
Gains/
(Losses)
£
-
-
(54,000)
Balance at
31 March
2021
£
1,829
23,638
2,970,706

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

. STATEMENT OF FUNDS Continued

DESIGNATED FUNDS - The Fixed Asset Fund represents the net book value of fixed assets less bank loans relating to the properties.

RESTRICTED FUNDS - The restricted funds exist due to donations received in respect of the purposes as described by the fund name.

Downs Syndrome Support Group

Our parent led group meet on a monthly basis, and provide support and advice to local families who have a child with Downs syndrome. We received donations from private individuals to fund the provision of speech and language therapy to the children attending this group.

Artworks

Eddie's arts based sessions are aimed at adults with learning disabilities.

Windmill Pool

Amounts received to fund, and expenditure incurred in running the Windmill Pool.

Troublemakers

Funds for a drama and singing group.

Family Support

Eddie's Family Support service is aimed at young children with a learning disability and their family carers. Volunteers are matched with a family and visit them on a regular basis.

Befriending Scheme s

Eddie's befriending schemes are for young people aged 13 to 25. A team of volunteer befrienders provide friendship and practical support for young people with a learning disability.

Eddie's

Eddie's is an operating division of The edmund Trust and provides a range of services for children, young people and adults with learning disabilities.

Renovation projects

The fund represents donations received for specific renovation projects and corresponding expenditure on the projects carried out.

Splat

Funding received for the provision of delivering a performing arts project to people of all ages with learning disabilities.

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

16. ANALYSIS OF NET ASSETS BETWEEN FUNDS

ANALYSIS OF NET ASSETS BETWEEN FUNDS - CURRENT YEAR

Unrestricted
funds
2022
£
Tangible fixed assets
4,017,587
Fixed asset investments
149,550
Current assets
1,757,820
Creditors due within one year
(985,615)
Creditors due in more than one year
(998,460)
Provisions for liabilities and charges
(489,000)
TOTAL
3,451,882
ANALYSIS OF NET ASSETS BETWEEN FUNDS - PRIOR YEAR
Unrestricted
funds
2021
£
Tangible fixed assets
4,185,877
Fixed asset investments
149,550
Current assets
1,116,389
Creditors due within one year
(758,470)
Creditors due in more than one year
(1,068,278)
Provisions for liabilities and charges
(678,000)
TOTAL
2,947,068
Restricted
funds
2022
£
-
-
27,258
-
-
-
27,258
Restricted
funds
2021
£
-
-
23,638
-
-
-
23,638
Total
funds
2022
£
4,017,587
149,550
1,785,078
(985,615)
(998,460)
(489,000)
3,479,140
Total
funds
2021
£
4,185,877
149,550
1,140,027
(758,470)
(1,068,278)
(678,000)
2,970,706
Tangible fixed assets
Fixed asset investments
Current assets
Creditors due within one year
Creditors due in more than one year
Provisions for liabilities and charges
TOTAL

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

RECONCILIATION OF NET MOVEMENT IN FUNDS TO NET CASH FLOW FROM OPERATING 17. ACTIVITIES

Net income for the year (as per Statement of Financial Activities)
ADJUSTMENTS FOR:
Depreciation charges
Profit on the sale of fixed assets
Decrease/(increase) in debtors
Increase/(decrease) in creditors
Defined benefit pension scheme cost less contributions payable
Defined benefit pension scheme finance cost
NET CASH PROVIDED BY OPERATING ACTIVITIES
18.
ANALYSIS OF CASH AND CASH EQUIVALENTS
Cash in hand
TOTAL CASH AND CASH EQUIVALENTS
19.
ANALYSIS OF CHANGES IN NET DEBT
At 1 April
2021
£
Cash at bank and in hand
827,056
Debt due within 1 year
(49,754)
Debt due after 1 year
(1,068,278)
(290,976)
2022
£
350,434
181,491
(307)
48,461
216,072
(44,000)
13,000
765,151
2022
£
1,520,568
1,520,568
Cash flows
£
693,512
(11,073)
69,818
752,257
2021
£
195,941
173,308
(500)
(30,795)
(36,836)
(22,000)
14,000
293,118
2021
£
827,056
827,056
At 31 March
2022
£
1,520,568
(60,827)
(998,460)
461,281

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

20. PENSION COMMITMENTS

The Charity operates a defined benefit pension scheme.

One employee (2021: one employee) of The Edmund Trust continue to accrue benefits under the Cambridgeshire County Council Pension Fund. The scheme is closed to new employees. The benefits provided by the scheme are of the defined benefit type. The assets in the fund are held in externally managed funds invested by professional investment managers. Participation in the scheme is by virtue of the Charity's status as an Admitted Body to the Fund.

The last actuarial valuation of the fund was carried out by independent qualified actuaries as at 31 March 2020. The purpose of the valuation was to examine the financial position of the fund and to recommend the contribution rate to be paid by the charity and other participating employers in the fund.

Principal actuarial assumptions at the Balance Sheet date (expressed as weighted averages):

At 31 March At 31 March
2022 2021
% %
Discount rate 2.70 1.95
Future salary increases 3.80 3.35
Future pension increases 3.30 2.85

The Charity's share of the assets in the scheme was:

Equities
Debt instruments
Property
Cash
TOTAL FAIR VALUE OF ASSETS
At 31 March
2022
£
945,880
222,560
208,650
13,910
1,391,000
At 31 March
2021
£
905,280
196,800
196,800
13,120
1,312,000

The actual return on scheme assets was £75,000 (2021 - £228,000).

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

20. PENSION COMMITMENTS (CONTINUED)

The amounts recognised in the Statement of Financial Activities are as follows:

2022
£
Current service cost
44,000
Expected return on scheme assets
25,000
Interest on obligation
(38,000)
Actuarial gains/(losses) on defined benefit pension schemes
158,000
TOTAL AMOUNT RECOGNISED IN THE STATEMENT OF FINANCIAL
ACTIVITIES
189,000
Movements in the present value of the defined benefit obligation were as follows:
Opening defined benefit obligation
Interest cost
Benefits paid
Actuarial (losses)/gains
CLOSING DEFINED BENEFIT OBLIGATION
Movements in the fair value of the Charity's share of scheme assets were as follows:
Opening fair value on scheme assets
Expected return on assets
Contributions by employer
Benefits paid
Actuarial gains/(losses)
CLOSING FAIR VALUE OF SCHEME ASSETS
2021
£
22,000
25,000
(39,000)
(54,000)
(46,000)
2022
£
1,990,000
38,000
(65,000)
(83,000)
1,880,000
2022
£
1,312,000
25,000
44,000
(65,000)
75,000
1,391,000

The cumulative amount of actuarial gains and losses recognised in the Statement of Total Recognised Gains and Losses was a gain of £158,000 (2021: loss of 54,000).

The Company expects to contribute £67,000 to its Defined Benefit Pension Scheme in the year to 31 March 2023.

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DocuSign Envelope ID: FCF9B0F9-34D9-4C42-944B-1B4D0FCA3C47DocuSign Envelope ID: CFA27D10-C54D-4A12-B4A1-46C808A2322E

THE EDMUND TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

21. OPERATING LEASE COMMITMENTS

At 31 March 2022 the Charity had commitments to make future minimum lease payments under noncancellable operating leases as follows:

Not later than 1 year
Later than 1 year and not later than 5 years
Later than 5 years
2022
£
41,966
115,773
99,194
256,933
2021
£
41,247
119,405
126,247
286,899

22. RELATED PARTY TRANSACTIONS

No related party transactions have occurred during the current or prior year.

Page 42