Support for Carers (Scarborough and District)
( REGISTERED CHARITY NUMBER 1041925 )
Annual Financial Report
Year Ending 31st March 2022
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 Scottish Widows PO Box 883 Leeds LS1 9TY 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 2022
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 :
-
To operate a service that gives practical and emotional support and offer respite to carers.
-
To operate a befriending service to lonely and isolated people in the community.
Service Outcomes :-
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Provide a respite service by the use of volunteers and group activities.
-
Provide moral and emotional support individually and within a group environment.
-
Work alongside statutory, voluntary and private bodies to ensure collation of information on individual needs are referred to the appropriate service.
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 62 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 our 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 2022 ( 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 405 per month.
These hours have been achieved by the recruitment and deployment of volunteers within peoples' home.
Volunteer Sitting Service Our team of 62 volunteer have provided 1427 hours of respite sitting, 261 hours of telephone befriending and 14 hours of client shopping during this financial year compared to 627 of respite sitting 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. My Neighbourhood Befriending Service Our team of volunteer befrienders have provided 658 hours of visiting and 306 hours of telephone befriending compared to 619 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 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 2022 ( continued )
Financial Review 2020/21 :-
The results for the year show a deficit of £6,293 but Total Reserves stand at £85,408 as at 31st March 2022 (of which £60,408 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:-
-
Enable Support for Carers to maintain essential core services for a
-
minimum of 6 months in the event of the withdrawal of core funding.
-
To provide for otherwise unfunded staffing related expenses - such as redundancy costs if required.
-
To provide funds of last resort in the event of unavoidable cost overruns
-
on activities that cannot otherwise be met from restricted funds.
-
To give time to seek alternative sources of funding and to maintain scheme continuity in the event of limited short term funding gaps.
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:
-
select suitable accounting policies and then apply them consistently,
-
observe the methods and principles in the Charities SORP,
-
make judgements and estimates that are reasonable and prudent,
-
prepare the financial statements on the going concern basis unless it is in-appropriate to presume that the charity will continue in operation.
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.
This report was approved by Support for Carers trustees on 14th June 2022 and signed on its behalf by :
S Trafford
………………………………
Chairman
Dated : 14/06/2022
Page 4
Support for Carers
(Scarborough and District)
( REGISTERED CHARITY NUMBER 1041925 )
Receipts & Payments Account for the year ended 31st March 2022
| Grants , Donations and Members Funding TOTAL INCOME TOTAL EXPENDITURE OPERATING SURPLUS / (DEFICIENCY) OTHER INCOME Interest Receivable SURPLUS/DEFICIT FOR THE FINANCIAL YEAR |
31 March 2022 £ 46,853 46,853 53,167 (6,314) 21 (6,293) |
31 March 2021 £ 82,404 |
|---|---|---|
| 82,404 48,666 |
||
| 33,738 51 |
||
| 33,789 |
page 5
Support for Carers
(Scarborough and District)
Statement of Financial Activities for the year ended 31st March 2022
| Notes INCOMING RESOURCES NYCC Grant Investment Interest Fundraising Other Grants General Donations Voluntary Income 3 RESOURCES EXPENDED Direct Charitable Expenditure 4 Support Costs 5 Management and Administration 6 Net movement in Funds Transfers between Funds Funds at 31st March 2021 Funds at 31st March 2022 9 |
Restricted Funds £ - - - - - 1,119 1,119 2,554 0 0 2,554 (1,435) 914 521 0 |
Designated Funds £ - - - - - - 0 0 0 0 0 0 0 25,000 25,000 |
Unrestricted Funds £ 39,200 21 247 3,983 715 1,589 |
2022 Total Funds £ 39,200 21 247 3,983 715 2,708 46,874 43,737 7,861 1,569 53,167 (6,293) 0 91,701 85,408 |
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 24,201 1,216 82,338 39,215 7,920 1,452 48,587 33,751 0 32,429 66,180 |
2021 Total Funds £ 39,200 51 0 17,670 24,201 1,333 |
|---|---|---|---|---|---|---|---|---|
| 45,755 | 82,455 | |||||||
| 41,183 7,861 1,569 |
39,294 7,920 1,452 |
|||||||
| 50,613 | 48,666 | |||||||
| (4,858) (914) 66,180 |
33,789 0 57,912 |
|||||||
| 60,408 | 91,701 |
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 2022
| Notes Tangible Fixed Assets 10 Current Assets Bank Accounts Petty Cash Represented by: Funds: Restricted Designated Unrestricted Total Funds 11 |
85,037 371 |
2022 Total £ 0 85,408 85,408 0 25,000 60,408 85,408 |
2021 Total £ 0 91,685 16 91,701 91,701 521 25,000 66,180 91,701 |
2021 Total £ 0 91,685 16 91,701 91,701 521 25,000 66,180 91,701 |
|---|---|---|---|---|
| 91,701 | ||||
| 521 25,000 66,180 |
||||
| 91,701 |
Outstanding Liabilities :
Independent Examination Fee for 2022 of £600
For and on behalf of the Executive Committee of Support for Carers
S Trafford Dated 6 - 7 - 2022 ………………………………. ………………………………. Chairman
Page 7
Support for Carers (Scarborough and District)
( REGISTERED CHARITY NUMBER 1041925 )
Notes to the Financial Statements for the year ended 31st March 2022
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
| VOLUNTARY INCOME | ||||||
|---|---|---|---|---|---|---|
| 2022 | 2021 | |||||
| Restricted | Unrestricted | Total | Restricted | Unrestricted | Total | |
| Funds | Funds | Funds | Funds | Funds | Funds | |
| The Mary Craven Trust | - | 0 | 0 | - | 19,750 | 19,750 |
| Proudfoot | - | 0 | 0 | - | 2,500 | 2,500 |
| All Others Below £1,000 | - | 715 | 715 | - | 1,951 | 1,951 |
| ----------- | ----------- | ----------- | ----------- | ----------- | ----------- | |
| 0 | 715 | 715 | 0 | 24,201 | 24,201 | |
| ======= | ======= | ======= | ======= | ======= | ======= | |
| SBC Grant | - | 0 | 0 | - | 10,000 | 10,000 |
| Other Grants Receivable | - | 0 | 0 | - | 167 | 167 |
| NYCC My Neighbourhood Grant | - | 3,983 | 3,983 | - | 7,503 | 7,503 |
| ----------- | ----------- | ----------- | ----------- | ----------- | ----------- | |
| 0 | 3,983 | 3,983 | 0 | 17,670 | 17,670 | |
| ======= | ======= | ======= | ======= | ======= | ======= | |
| Membership | - | 100 | 100 | - | 150 | 150 |
| Other Income | 0 | 1,489 | 1,489 | 0 | 1,066 | 1,066 |
| Wednesday Friendship | 873 | 0 | 873 | 117 | 0 | 117 |
| Songs & Scones | 246 | 0 | 246 | 0 | 0 | 0 |
| ----------- | ----------- | ----------- | ----------- | ----------- | ----------- | |
| 1,119 | 1,589 | 2,708 | 117 | 1,216 | 1,333 | |
| ======= | ======= | ======= | ======= | ======= | ======= |
Page 8
4 DIRECT CHARITABLE EXPENDITURE
| Staff Costs Staff Travel Partnership Costs Volunteer Expenses Training Activity Expenses General Expenses Subscriptions |
2022 2021 Restricted Unrestricted Total Restricted Unrestricted Total Funds Funds Funds Funds Funds Funds - 38,875 38,875 - 37,758 37,758 - 419 419 - 298 298 - 21 21 - 562 562 - 208 208 - 57 57 - 159 159 - 0 0 2,554 606 3,160 79 68 147 - 415 415 - 367 367 - 480 480 - 105 105 |
|---|---|
| 2,554 41,183 43,737 79 39,215 39,294 |
5 SUPPORT COSTS
| Office Expenses Establishment Costs Telephone Insurance New Equipment Repairs & Maint |
2022 2021 Restricted Unrestricted Total Restricted Unrestricted Total Funds Funds Funds Funds Funds Funds - 1,232 1,232 - 1,208 1,208 - 2,750 2,750 - 2,750 2,750 - 1,103 1,103 - 906 906 - 1,740 1,740 - 1,536 1,536 - 492 492 - 490 490 - 544 544 - 1,030 1,030 |
|---|---|
| 0 7,861 7,861 0 7,920 7,920 |
Page 9
6 MANAGEMENT AND ADMINISTRATION
| Independent Examination Legal & Professional Charges Payroll & Accounts Fees Trustees Expenses |
2022 2021 Restricted Unrestricted Total Restricted Unrestricted Total Funds Funds Funds Funds Funds Funds - 600 600 - 575 575 - 0 0 - 0 0 - 955 955 - 877 877 - 14 14 - 0 0 |
|---|---|
| 0 1,569 1,569 0 1,452 1,452 |
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.and there has been no change during this financial year.
9 MOVEMENT OF FUNDS
| MOVEMENT OF FUNDS | |
|---|---|
| 2022 Restricted Funds * Morrisons Wednesday Friendship Designated Funds Managed Closure Unrestricted Funds TOTAL 2021 Restricted Funds Morrisons Wednesday Friendship *Designated Funds Managed Closure Unrestricted Funds TOTAL FUNDS |
Opening Incoming Resources Closing Balances Resources Expended Transfers Balances 0 246 (959) 713 0 521 873 (1,595) 201 0 |
| 521 1,119 (2,554) 914 0 |
|
| 25,000 - - 0 25,000 |
|
| 25,000 0 0 0 25,000 |
|
| 66,180 45,755 (50,613) (914) 60,408 |
|
| 91,701 46,874 (53,167) 0 85,408 |
|
| Opening Incoming Resources Closing Balances Resources Expended Transfers Balances 79 0 (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 |
Page 11
10 TANGIBLE FIXED ASSETS
| Net Book Value brought forward Depreciation this year Net Book Value at 31st March 2022 |
2022 Total 0 0 0 |
2021 Total 0 0 |
|---|---|---|
| 0 |
11 ANALYSIS OF NET ASSETS BETWEEN FUNDS
| ANALYSIS OF NET ASSETS | BETWEEN FUNDS |
|---|---|
| Current Assets Total Assets |
2022 2021 Restricted Designated Unrestricted Total Restricted Designated Unrestricted Total Funds Funds Funds Funds Funds Funds Funds Funds 0 25,000 60,408 85,408 521 25,000 66,180 91,701 |
| 0 25,000 60,408 85,408 521 25,000 66,180 91,701 |
12 EMPLOYEES
| 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. |
2022 2021 2 2 2022 2021 37,109 36,050 0 0 |
| 37,109 36,050 |
|
| 2022 2021 £1,766 £1,708 |
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 2022
I report on the accounts of Support for Carers (Scarborough and District ) for the year ended 31st March 2022 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:
-
examine the accounts under section 145 of the 2011 Act
-
to follow the procedures laid down in the general directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act), and
-
to state whether particular matters have come to my attention.
Basis of independent examiner's report
My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from 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
- to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act
have not been met; or
- 2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Barrie Tuck Date: 6th July 2022
Barrie Tuck Independent Charity Examiner , Marchwood , Back Lane South , Middleton , Pickering , YO18 8NU .
Page 13