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2023-03-31-accounts

9 Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report for theperiod for theperiod for theperiod
From Period start date To Period end date
1 April 2022 31 March 2023
Section A Reference and administration details
Charity name
Triumph Over Phobia (TOP U.K.)

Other names charity is known by

TOP UK

Registered charity number (if any)[1034932]

Charity's principal address PO Box 3760 Bath Postcode BA2 3WY

Names of the charity trustees who manage the charity

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TAR		 Trustee name Ofce (if any) Dates acted if not
for whole year		 Name of person (or
body) entitled to
appoint trustee (if
any)
Pamela Fox Chair
Peter
FitzGerald
Anne Markham
Colin Kay
Roger Wain-
Heapy
KayRees
J-Lo Hall
David
Richardson
Jack Erasmus
Susan Thomas To April 2023
Christopher
Chrzanowski
1
March2012

March 2012

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Name Dates acted if not for whole year
Names and addresses of advisers (Optional information)
Type of adviser
Name
Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Trust Deed Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) The trust deed provides for a minimum of 3 managing trustees with no Trustee selection methods maximum. New trustees are identified and appointed by the remaining (eg. appointed by, elected by) trustees. All trustees are recruited in line with the charity’s equal opportunities policy. Trustees are re-appointed annually at the AGM by rotation with the longest serving eligible for re-election or another person appointed as a trustee in their place.

Section C Objectives and activities

Objectives

The charity's objectives are to relieve the ill health of those who suffer from phobia and obsessivecompulsive disorder (OCD) by promoting self-help. This objective is achieved by providing a network of self-help therapy groups run by volunteers, most of whom are ex-sufferers. The charity also provides a helpline which offers support, information and advice on phobias, OCD and other related anxiety disorders.

Activities

March 2012

TAR

2

As the country emerged from the tight grip of Covid and all restrictions were finally lifted in early 2022, I am not sure anyone knew what the future held for the collective mental health and well being of our nation.

However, it was not long before we all realised that mental health services were stretched beyond breaking point and the swell in the number of people looking for help and support for their mental health had both NHS and Private services on their knees. We were not immune from that increase, as people turned to the voluntary sector looking for specialist help and support.

In planning all our activities for the year, we always kept in mind the Charity Commission's guidance on public benefit and our focus remained on our group network which had already seen a significant increase in demand during the Pandemic.

Throughout the pandemic, all our weekly self-help groups were delivered on virtual platforms. After restrictions were lifted we continued on these platforms with the intention to re introduce face to face groups as things settled down. However, what we did not envisage, was that demand for our services would not diminish and our services would remain at capacity for the foreseeable future.

This demand meant that it was easier to help people to access our groups if they remained on virtual platforms. So no face to face groups have taken place during the year.

Recruiting and training new volunteers became a priority as the charity strived to increase the number of groups to meet demand. We successfully piloted a new promotional video targeting volunteers who were looking for therapeutic experience. We also streamlined our application process to meet the increase in the number of volunteer applications. The introduction of electronic application forms with better guidance improved the volunteer experience and helped to speed up selection and interviews. Production of a powerful impact report which gives a voice to the people we have helped and makes compelling reading both for funders and service users.

The charity had a boost with the recruitment of a highly skilled CEO, Hannah Culff to work alongside the Clinical Director, Trilby Breckman. The strategic expertise of Hannah has brought both focus, and development to the charity and its Board. The focus for the year was fundraising, an important stepping stone for growth to ensure we could meet the increase in demand for our services. We have produced an exciting, ambitious but achievable three year strategy that will help us grow, build and reach out to support more people than ever before live a life beyond OCD and phobia.

.

March 2012

TAR

3

Additional details of objectives and activities (Optional information)

 .

Section E Financial review

Policy.

Brief statement of the We intend to ensure that we have free unrestricted reserves of 6 months charity’s policy on of budgeted expenditure to ensure in the event of difficult financial times reserves we can carry on the good work of TOP or in the event of needing to close the charity we can fulfil our obligations to our staff and creditors.

Current Position.

We should ensure that a minimum of £6000.00 will be held in unrestricted funds and this will be monitored on a 6 month basis at Trustee Meetings. The amount in reserves on 31 March 2023 was £15191

Details of any funds materially in deficit

Further financial review details (Optional information)

During the year we continued to apply to charitable trusts and also You may choose to fundraise. include additional information, where We were grateful for the support from: relevant about: Denman Trust, Awards for All, Roper Family, Albert Hunt, Garfield  the charity’s principal Weston, Edward Gostlin, David Family, Forrester Trust and our individual sources of funds supporters. (including any Our expenditure was in furtherance of the charity’s fundraising); activities.  how expenditure has supported the key objectives of the charity;

Section F Other optional information

As I write my report, I am able to reflect on the encouraging objectives which TOP UK has incorporated into

March 2012

TAR

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its strategic plan during the last year. The new appointment of a CEO, who came to us with a vast experience in planning and charity development has enabled us to look into the future and give us a solid, strategic platform on which to build. During the last year we focused heavily on fundraising. We set ourselves an ambitious target and galvanised all our supporters, volunteers and staff to help meet our objectives. We had an army of people step up to mark and raise funds which included sponsored skydives, running marathons, cake sales galore and even a quiz night. This ensured we raised more money through fundraising than ever before.

Our Clinical Director has continued to successfully oversee the running of our individual support groups, this role has proved to be challenging but extremely rewarding. As we continue to focus our attention on the expansion of groups to accommodate the increasing number of new enquiries, we have been fortunate to be able to utilise the technical skills of one of our trustees. He has produced a video to promote our therapeutic work to prospective volunteers looking to gain clinical experience. This has been impactful as it has been set up to target academic institutions where current Psychology students, can be offered opportunities to gain insight and experience into our work and furthermore provide the charity with increasing numbers of potential group leaders, whom we can train.

The work of our young people’s initiative for 16-18 year olds has gained momentum and has further provided us with evidence of how this age group can benefit from our input and support. We remain aware that this is a challenging part of our service and are grateful for the input of present trustees who have experience and understanding of the needs that this particular age group.

During the year our trustees board has remained strong. The rich diversity of members has provided academic knowledge and various talents which can be seen as directly responsible for keeping all aspects of the Charity running effectively.

I am proud to end my report by saying a big thank you to everyone for their continued hard work and effort, and especially to my vice chair Anne, who deputised in my absence recently, whilst I recovered from a short illness.

Pamela Fox Chairman TOP UK

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Pamela Fox Full name(s) Pamela Fox Position (eg Secretary, Chair Chair, etc) Date

March 2012

TAR

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TAR March 2012

TOP UK

Recconciliation of Cash Funds 2022-23

Cash Funds at 1 April 2022
Lloyds Bank 5615
Bath B/S 11072
Opening balance 1 April 2022 16687
Total receipts 2022-2023 66385
Total payments 2022-2023 53519 12866
Cash balances at 31 March 2023 29553
Reconciliation to bank accounts
Cash funds at 31 March 2023
Lloyds Bank Bus a/c 439
Lloyds Bank Treasurers a/c 12423 12862
Bath B/S 16691
Total Bank and BBS 29553

Movement in Funds

Name of fund Purpose Opening Income Outgoing Closing
Grant Funds
Roper Family Core 10000 2500 7500
Roper Family Groups 5000 5000 0
Albert Hunt Core costs 2000 2000
Souter Trust Scotland 3000 3000 0
Garfield Weston Core costs exp May 23 7500 1500 6000
Edward Gostlin Core 4000 1000 3000
Awards for All New groups 5610 5610 0
Awards for All Restrict COVID Wales 7930 4000 3930
Denman Trust Core Costs 500 500 0
Denman Trust Restrict Bath & Bristol 1000 1000
Allen Lane Foundation Books and young people 1000 1000 0
David Family Core costs exp May 23 1500 500 1000
Forrester Core costs 5000 5000
Quartet Community foundation Banes Group 1000 1000 0
Total 16110 38930 25610 29430
Ba CC16a
Triumph Over Phobia (TOP U K)
Receipts and paym		 ents accounts 1034932
For the period from Period start date
1-Apr-2		 To
2		 Period end date
31-Mar-23
Section A Receipts and payments
A1 Receipts Unrestricted funds
to the nearest £		 Restricted funds
to the nearest £		 Endowment funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £
Grants 30,000 8,930 - 38,930 23,860
Subscriptions 10,595 - 10,595 10,095
Donations 570 - 570 880
Friends 360 360
Fund Raising 14,932 - 14,932 1,264
Gift Aid 793 - 793
Bank interest 33 - 33 1
Book Sales 72 - 72 76
Bath b/s interest & Donations 100 100
Sundry - - 1,716
Sub total(Gross income for AR) 57,455
 8,930 - 66,385 37,892
~~A2 Asset and investment sales, (see~~
table).
- - - -
- - - - -
Sub total - - - - -
Total receipts
A3 Payments
57,455 8,930 - 66,385 37,892
Wages,salaries & NI 20,746 4,310 - 25,056 30,673
Room Hire - 50
Books 259 150 - 409 136
Post Office PO Box 300 - 300 1,722
Insurance 96 96
Phone services 1,189 1,000 - 2,189 2,046
Stationeryetc 1,183 - 1,183 83
Training& Volunteers 394 - 394 103
Travel 101 40 - 141 155
Consultancy 16,611 2,500 19,111 11,250
Sundry 3,640 1,000 - 4,640 4,239
Sub tota l 44,519 9,000 - 53,519 50,457
A4 Asset and investment purchases,
(see table)
- - - -
- - - -
Sub tota l - - - - -
Total payments
Net of receipts/(payments
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
44,519 9,000 - 53,519 50,457
) 12,936 - 70 - 12,866 - 12,565
- - - - -
- 16,687
12,936 - 70 - 29,553 - 12,565
Section B Statement of assets and lia bilities at the end of the period
Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the charity’s
own use
Signed by one or two trustees on behalf
of all the trustees		 Details Unrestricted funds
to nearest £		 Restricted funds
to nearest £		 Endowment funds
to nearest £
Cash at Lloyds 9,432 3,430 -
Cash at Bath B/s 15,191 1,500 -
-
(agree balances with rec
Details		 eipts and payments account(s))
Total cash funds		 24,623 4,930 -
Unrestricted funds
to nearest £		 Restricted funds
to nearest £		 Endowment funds
to nearest £
- - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which asset belongs Cost (optional) Current value (optional)
- -
- -
- -
- -
- -
Details Fund to which asset belongs Cost (optional) Current value (optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Details Fund to which liability relates Amount due (optional) When due (optional)
-
-
-
-
-
Sign ature
Print Na me Date of approval
Pamela Fox Pamela F ox 27.7.23

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/
members of
On accounts for the year
ended
Set out on pages		 Charity Name
Powys Animal Welfare		 Charity Name
Powys Animal Welfare		 Charity Name
Powys Animal Welfare
30 the June 2022 Charity no
(if any)		 1098246
(remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2022 / YY2022YY .

Responsibilities and basis of report

As the charity's trustees, 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 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent [The charity’s gross income exceeded £250,000 and I am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

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.

Signed:
Name:
Relevant professional
qualification(s) or body
(if any):		 J de la Moitie 01/09/2022
Josef de la MOITIE

1

Oct 2018

IER

78 Bessancourt Address: Holmes Chapel CW4 7NB

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

2

Oct 2018

IER