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2021-03-31-accounts

Support for Carers (Scarborough and District)

( REGISTERED CHARITY NUMBER 1041925 )

Annual Financial Report

Year Ending 31st March 2021

Charity Examination Service

Barrie Tuck Marchwood , Back Lane South , Middleton , Pickering , YO18 8NU

Support for Carers

(Scarborough and District)

( REGISTERED CHARITY NUMBER 1041925 )

CONTENTS: PAGE
Officers and Professional Advisors 1
Trustees Annual Report 2-4
Receipts and Payments Account 5
Statement of Financial Activities 6
Statement of Assets 7
Notes to the Financial Statements 8 -12
Independent Examiners Report 13

Support for Carers (Scarborough and District)

( REGISTERED CHARITY NUMBER 1041925 )

OFFICERS AND PROFESSIONAL ADVISERS

Operating Address: Unit 4 64-66 Londesborough Road Scarborough North Yorks YO11 ITX Bankers: HSBC plc 33 St. Nicholas Street Scarborough YO11 2HN

Independent Examiner: Barrie Tuck Marchwood , Back Lane South , Middleton , Pickering , YO18 8NU .

Page 1

Support for Carers (Scarborough and District)

Trustees Annual Report for the year ended 31st March 2021

The trustees present their annual report and financial statement for the year ended 31st March 2021. Those trustees that served during the year are shown on the next page.

- Structure, Governance and Management :

Support for Carers (Scarborough and District) is a registered charity formed in 1986 under the umbrella of the Scarborough Council of Voluntary Services (now Seachange), after a pilot scheme identified the need of supporting and providing a volunteer sitting service to carers of 18+ within the Scarborough District, who, through ill health, physical or psychological disabilities or increasing frailty provided care to a partner, friend or relation within their own home. It became independent in 1988 through funding secured from Health and Adult Services (HAS) and Health Authority (CCG) and in 1994 obtained charitable status.

The trustees are appointed at the Annual General Meeting and are recruited from local people who have an interest in the charity. The charity is controlled and directed by the elected members of the executive committee with authority to act being devolved to the chairman and vice chairman. The executive committee continues to examine the principal areas of the charity's operations to review the major risks which may arise in each area. In the opinion of the executive committee, this review enables such risks to be identified and then mitigated to an acceptable level in the charity's day to day activities.

- Overall Aims of the Charity :

Service Outcomes

Public Benefit :-

Throughout the year, Support for Carers Board of Trustees has followed the guidelines for public benefit as set out by the Charity Commission, in achieving its overall aims and service outcomes.

- Staff, volunteers and trustees:

Current staffing consists of Shirley Lumb, Manager, Part time 30hrs and Cheryl Heaton Co-ordinator, Part time 22hrs.

We currently have 51 volunteers who between them either provide our volunteer visiting and befriending service, assist in the running of coffee clubs or sit on the board of trustees. It is compulsory that all staff and volunteers working with vulnerable adults are police checked at enhanced level before starting any paid or voluntary work within the organisation. Support for Carers board of trustees consists of 5 individuals who have an interest in the welfare of carers within the Scarborough & Filey district. Representation on the board consists of carers, volunteers and professionals.

The chairman would like to openly thank all those involved with the organisation for their continued support and commitment over the last year.

Page 2

Support for Carers (Scarborough and District)

Trustees Annual Report for the year ended 31st March 2020 ( continued )

Trustees :-

The trustees who served during the year were:-

Steve Trafford Chairman
Kate Robinson Vice Chair
Sylvia Graham Volunteer Representative
Frances Butters Carer Representative
Karen Brown Volunteer Representative

There were no changes this year.

- Review of Activities in the year:

The organisation is jointly funded by the Clinical Commissioning Group (CCG) and Health and Adult Services (HAS), our contractual hours are 400/380 per month.

These hours have been achieved by the recruitment and deployment of volunteers within peoples' home. Volunteer Sitting Service Our team of 51 volunteer have provided 627 hours of respite sitting, 611 hours of telephone befriending and 58 hours of client shopping during this financial year compared to 4,541 the the previous year. On behalf of the Trustees and staff, the Chairman, Mr Steve Trafford would like to thank our volunteers for their dedicated and continuous support through what has been an exceptionally challenging year. My Neighbourhood Befriending Service Our team of volunteer befrienders have provided 114 hours of visiting and 505 hours of telephone befriending compared to 693 hours of service the previous year. To maximise local community resources/capacity to meet the needs of adults who are at risk of deteriorating health, especially through social isolation and loneliness. To reduce, delay and prevent escalation of health issues placing unnecessary or avoidable pressure on statutory services. To work in partnership with other statutory and VCSE providers to ensure we offer a complementry service that enhances the current landscape of wellbeing and prevention provision. Build stronger connection with current and potential referrers - ensure we are capturing the hardest to reach communities where isolation and loneliness may be a hidden challenge. Our ambition is to work even closer with our referrers to ensure provision and signposting (to and from) My Neighbourhood is supported and appropriate. The year has seen the charity also provide 257 telephone calls to a total of 79 hours and 169 text/emails supporting our volunteers who live alone. - Wednesday Friendship club Unable to operate since March 2020. The Wednesday Friendship club continues to attract both carers and the person they support by bridging the gap between no care and day care. The club offers a two-hour session of both mental and social stimulation through a variety of activities. Where needed a volunteer is paired with a member who may have difficulties taking part in activities due to failing eyesight, memory or disability. Support for Carers trustees felt it was very important for the club to continue. We still feel that the Wednesday Friendship club gives an essential respite service to carers and we will continue to run this through weekly subscriptions. - Songs and Scones Unable to operate since March 2020. Songs and Scones which is held at Ayton Village Hall on the last Thursday of each month, is a social afternoon of music, conversation, scones and cake. This is open to carers, their dependents and anyone who is lonely or isolated in the more rural areas. Website Our website covers all aspects of our work from services available, useful information, volunteering opportunities and support. See (scarboroughsupportforcarers.org). The Way Forward

As we are all aware there have been major funding cuts across both the statutory and voluntary sectors which has had a huge impact on those providing the service and more so for those using it. To safeguard our service and to continue to provide a much needed sitting service to carers within the Scarborough & Filey district we are looking at funding opportunities from other sources.

Page 3

Support for Carers (Scarborough and District)

Trustees Annual Report for the year ended 31st March 2021 ( continued )

Financial Review 2020/21 :-

The results for the year show a surplus of £33,789 and Total Reserves stand at £91,701 as at 31st March 2021 (of which £66,180 represents free unrestricted reserves).

The charity's unrestricted income derives on an annual contract basis from two sources, the CCG and HAS. The executive committee is determined that in the event that the current financial support is not forthcoming, the work of Support for Carers should continue, though it may take considerable time to establish other sources of income. The current reserves would enable the charity to continue for approximately six to twelve months and the executive committee considers that this level should be maintained.

- Reserves Policy :

The trustees acknowledge that unrestricted cash reserves are required to:-

The Board of Trustees consider that the reserve amount of unrestricted and designated funds now cover a year of future income.

- Responsibilities of the trustees:

The Charities Act 2011 requires the trustees to prepare financial statements for each financial year. The financial statements are required by law to give a true and fair view of the state of affairs of the charity and of the surplus or deficit for that period.

In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which enable them to ensure that the financial statements comply with Charities Act 2011. The trustees 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.

Signed on behalf of the trustees.

Dated :

………………………………

Steve Trafford

Page 4

Support for Carers (Scarborough and District)

( REGISTERED CHARITY NUMBER 1041925 )

Receipts & Payments Account for the year ended 31st March 2021

Grants , Donations and Members Funding
TOTAL INCOME
TOTAL EXPENDITURE
OPERATING SURPLUS / (DEFICIENCY)
OTHER INCOME
Interest Receivable
SURPLUS/DEFICIT FOR THE FINANCIAL YEAR		 31 March
2021
£
82,404
82,404
48,666
33,738
51
33,789		 31 March
2020
£
61,838
61,838
59,880
1,958
131
2,089

page 5

Support for Carers

(Scarborough and District)

Statement of Financial Activities for the year ended 31st March 2021

Notes
INCOMING RESOURCES
NYCC Grant
Investment Interest
Fundraising
Other Grants
Wednesday Friendship
General Donations
Voluntary Income
3
RESOURCES EXPENDED
Direct Charitable Expenditure
4
Support Costs
5
Management and Administration
6
Net movement in Funds
Transfers
Funds at 31st March 2020
Funds at 31st March 2021
9		 Restricted
Funds
£
-
-
-
-
117
-
-
117
79
0
0
79
38
0
483
521		 Designated
Funds
£
-
-
-
-
-
-
-
0
0
0
0
0
0
0
25,000
25,000		 Unrestricted
Funds
£
39,200
51
0
17,670
0
24,201
1,216		 2021
Total
Funds
£
39,200
51
0
17,670
117
24,201
1,216
82,455
39,294
7,920
1,452
48,666
33,789
0
57,912
91,701		 Restricted
Funds
£
-
-
-
-
2,505
-
708
3,213
4,880
0
0
4,880
(1,667)
0
2,150
483		 Designated
Funds
£
-
-
-
-
-
-
-
0
0
0
0
0
0
0
25,000
25,000		 Unrestricted
Funds
£
40,924
131
1,291
11,321
-
1,906
3,183
58,756
43,384
8,653
2,963
55,000
3,756
0
28,673
32,429		 2020
Total
Funds
£
40,924
131
1,291
11,321
2,505
1,906
3,891
82,338 61,969
39,215
7,920
1,452		 48,264
8,653
2,963
48,587 59,880
33,751
0
32,429		 2,089
0
55,823
66,180 57,912

The notes on Pages 8 to 12 form part of these financial statements.

Page 6

Support for Carers (Scarborough and District)

Statement of Assets as at 31st March 2021

Notes
Tangible Fixed Assets
10
Current Assets
Bank Accounts
Petty Cash
Represented by:
Funds:
Restricted
Designated
Unrestricted
Total Funds
11		 91,685
16		 2021
Total
£
0
91,701
91,701
521
25,000
66,180
91,701		 2020
Total
£
0
57,848
64
57,912
57,912
483
25,000
32,429
57,912		 2020
Total
£
0
57,848
64
57,912
57,912
483
25,000
32,429
57,912
57,912
483
25,000
32,429
57,912

Outstanding Liabilities :

Independent Examination Fee for 2021 of £600

For and on behalf of the Executive Committee of Support for Carers

Dated ………………………………. ………………………………. Steve Trafford CHAIRMAN:

Page 7

Support for Carers

(Scarborough and District)

( REGISTERED CHARITY NUMBER 1041925 )

Notes to the Financial Statements for the year ended 31st March 2021

1 ACCOUNTING POLICIES

These accounts have been prepared under the historical cost convention and in accordance with applicable accounting standards and the Charities Statement of Recommended Practice: Accounting by Charities.

All income is shown in the accounts when receivable.

Expenses are allocated as they arise.

2 TRUSTEES

No trustee received a remuneration for services rendered.

No trustee, or anyone connected with a trustee, has a material interest in any of the charity's transactions.

3 VOLUNTARY INCOME

2021 2020
Restricted Unrestricted Total Restricted Unrestricted Total
Funds Funds Funds Funds Funds Funds
The Mary Craven Trust - 19,750 19,750 - 1,906 1,906
Proudfoot - 2,500 2,500 - - 0
All Others Below £1,000 - 1,951 1,951 - - 0
----------- ----------- ----------- ----------- ----------- -----------
0 24,201 24,201 0 1,906 1,906
======= ======= ======= ======= ======= =======
SBC Grant - 10,000 10,000 - - 0
Other Grants Receivable - 167 167 - - 0
NYCC My Neighbourhood Grant - 7,503 7,503 - 11,321 11,321
----------- ----------- ----------- ----------- ----------- -----------
0 17,670 17,670 0 11,321 11,321
======= ======= ======= ======= ======= =======
Membership - 150 150 - 80 80
Other Income 0 1,066 1,066 708 3,103 3,811
----------- ----------- ----------- ----------- ----------- -----------
0 1,216 1,216 708 3,183 3,891
======= ======= ======= ======= ======= =======

Page 8

4 DIRECT CHARITABLE EXPENDITURE

Staff Costs
Staff Travel
Partnership Costs
Volunteer Expenses
Training
Activity Expenses
General Expenses
Subscriptions		 2021
2020
Restricted
Unrestricted
Total
Restricted
Unrestricted
Total
Funds
Funds
Funds
Funds
Funds
Funds
-
37,758
37,758
-
37,635
37,635
-
298
298
-
1,027
1,027
-
562
562
-
0
0
-
57
57
-
2,384
2,384
-
0
0
-
85
85
79
68
147
4,880
1,493
6,373
-
367
367
-
685
685
-
105
105
-
75
75
79
39,215
39,294
4,880
43,384
48,264

5 SUPPORT COSTS

Office Expenses
Establishment Costs
Telephone
Insurance
New Equipment
Repairs & Maint		 2021
2020
Restricted
Unrestricted
Total
Restricted
Unrestricted
Total
Funds
Funds
Funds
Funds
Funds
Funds
-
1,208
1,208
-
2,116
2,116
-
2,750
2,750
-
2,750
2,750
-
906
906
-
1,014
1,014
-
1,536
1,536
-
1,458
1,458
-
490
490
-
639
639
-
1,030
1,030
-
676
676
0
7,920
7,920
0
8,653
8,653

Page 9

6 MANAGEMENT AND ADMINISTRATION

Independent Examination
Legal & Professional Charges
Payroll & Accounts Fees
Trustees Expenses		 2021
2020
Restricted
Unrestricted
Total
Restricted
Unrestricted
Total
Funds
Funds
Funds
Funds
Funds
Funds
-
575
575
-
575
575
-
0
0
-
1,151
1,151
-
877
877
-
1,181
1,181
-
0
0
-
56
56
0
1,452
1,452
0
2,963
2,963

7 RESTRICTED FUNDS

Wednesday Friendship

A club mainly for carers and dependants , however anybody who is lonely or isolated is also welcome to join. The club provides various activities such as sing a longs, bingo, quizzes, games and talks from local places of interest.

See note 9 for balances remaining on these projects

Page 10

8 DESIGNATED FUNDS

* Managed Closure

The trustees have put a reserve aside to cover possible closure costs that could arise sometime in the future if there was a need. This figure is the current estimate of such costs.

9 MOVEMENT OF FUNDS

2021
Restricted Funds
*
Morrisons
Wednesday Friendship
Designated Funds
Managed Closure
Unrestricted Funds
TOTAL
2020
Restricted Funds

Morrisons
Wednesday Friendship
*Designated Funds
Managed Closure
Unrestricted Funds
TOTAL FUNDS		 Opening
Incoming
Resources
Closing
Balances
Resources
Expended
Transfers
Balances
79
-
(79)
-
0
404
117
0
-
521
483
117
(79)
0
521
25,000
-
-
0
25,000
25,000
0
0
0
25,000
32,429
82,338
(48,587)
0
66,180
57,912
82,455
(48,666)
0
91,701
Opening
Incoming
Resources
Closing
Balances
Resources
Expended
Transfers
Balances
1,700
708
(2,329)
-
79
450
2,505
(2,551)
-
404
2,150
3,213
(4,880)
0
483
25,000
-
-
0
25,000
25,000
0
0
0
25,000
28,673
58,756
(55,000)
0
32,429
55,823
61,969
(59,880)
0
57,912

Page 11

10 TANGIBLE FIXED ASSETS

TANGIBLE FIXED ASSETS
Net Book Value brought forward
Depreciation this year
Net Book Value at 31st March 2021		 2021
Total
0
0
0		 2020
Total
0
0
0

11 ANALYSIS OF NET ASSETS BETWEEN FUNDS

Current Assets
Total Assets		 2021
2020
Restricted
Designated
Unrestricted
Total
Restricted
Designated
Unrestricted
Total
Funds
Funds
Funds
Funds
Funds
Funds
Funds
Funds
521
25,000
66,180
91,701
483
25,000
32,429
57,912
521
25,000
66,180
91,701
483
25,000
32,429
57,912

12 EMPLOYEES

The average number of part-time employees during the year was :-
Employment Costs
Wages and Salaries
Social Security N.I. Costs
PENSION COSTS
The charity has made pension contributions to a defined contribution
pension scheme for it's employees.		 2021
2020
2
2
2021
2020
36,050
35,962
0
0
36,050
35,962
2021
2020
£1,708
£1,673

13 PENSION COSTS

14 CONTINGENT LIABILITIES

The charity has no contingent liabilities.

Page 12

Support for Carers

(Scarborough and District)

( REGISTERED CHARITY NUMBER 1041925 )

Independent Examiners Report to the trustees for the year ended 31st March 2021

I report on the accounts of Support for Carers (Scarborough and District ) for the year ended 31st March 2021 as set out on pages 5 to 12.

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 (2) of the Charities Act 2011 (the "2011 Act") and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiner's report

My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair' view and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention

1)

which gives me reasonable cause to believe that in any material respect, the requirements;

to keep accounting records in accordance with section 130 of the 2011 Act; and

have not been met; or

Date:

Barrie Tuck Independent Charity Examiner , Marchwood , Back Lane South , Middleton , Pickering , YO18 8NU .

Page 13