SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT)
REPORT OF THE TRUSTEES AND FINANCIAL REPORT FOR THE YEAR ENDED 31ST MARCH 2023
CHARITY REGISTRATION NUMBER **1041925**
(England & Wales)
Chartered Certified Accountants Champleys Mews Market Place Pickering YO18 7AE
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT) CHARITY INFORMATION AS AT 31ST MARCH 2023**
## **Trustees**
Stephen Trafford Kate Robinson Sylvia Graham Frances Butters Karen Brown
## **Accountants**
Champleys Chartered Certified Accountants Champleys Mews Market Place Pickering YO18 7AE
## **Bankers**
HSBC Plc 33, St Nicholas Street Scarborough YO11 2HN
Scottish Widows PO Box 883 Leeds LS1 9TY
## **Principal Operating Address**
Unit 4 64-66 Londesborough Road Scarborough YO12 5AF
**[ 1 ]**
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT) TRUSTEES REPORT FOR THE YEAR ENDED 31ST MARCH 2023**
The trustees present their report and the financial statements for the for the year ended 31st March 2023.
## **Background and Structure**
The legal name of the charity is Support for Carers (Scarborough and District). The charity is registered in England & Wales with the Charity Commission in England & Wales (CCEW) with charity number 1041925.
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.
## **Summary of the purposes of the Charity**
- To operate a service that gives practical and emotional support, and offers respite to carers.
- To operate a befriending service to lonely and isolated people in the community.
## **Summary of the main activities in relation to those purposes**
- To provide a respite service by the use of volunteers and group activities.
- To provide moral and emotional support individually and within a group environment.
- To work alongside statutory; voluntary and private bodies to ensure collation of information on individual needs are referred to the appropriate service.
## **Public Benefit Statement**
Throughout the year Support for Carers Board of Trustees have had regard the guidelines on public benefit as set out by the Charity Commission when exercising powers or duties to which the guidance is relevant.
## **Trustees**
The following persons served as Trustees during the year ended 31st March 2023:
|**Trustee**|**Office**|**Trustee Appointments/Resignations**|
|---|---|---|
|Stephen Trafford|Chairman|-|
|Kate Robinson|Vice Chair|-|
|Sylvia Graham|Volunteer Representitive|-|
|Frances Butters|Carer Representitive|-|
|Karen Brown|Volunteer Representitive|-|
No Trustees were appointed or resigned during the year.
## **Staff, Management and Selection of Trustees**
Current staffing consists of Shirley Lumb (Manager) Part-time (30hrs) and Cheryl Heaton (Co-ordinator) Part-time (22hrs).
The Charity currently has 59 volunteers who provide our volunteer visiting and befriending service, assist in the running of our Wednesday Group and Songs and Scones, 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 with the organisation.
Support for Carers board of trustees consists of five individuals who have an interest in the welfare of carers within the area. Representation on the board consists of carers, volunteers and professionals.
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.
## **Risk Management**
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 allows them to be mitigated to an acceptable level in the charity’s day to day activities.
**[ 2 ]**
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT) TRUSTEES REPORT FOR THE YEAR ENDED 31ST MARCH 2023**
**Review of the Charity's achievements and performance, including the difference the Charity has made to the beneficiaries and to wider society throughout the year**
The Charity 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’ homes.
## Volunteer Sitting Service
Our team of 59 volunteers have provided 2923 hours of respite sitting and 129 hours of telephone befriending during this financial year compared to 1427 hours 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
Our team of volunteer befrienders have provided 1544 hours of visiting and 508 hours telephone befriending compared to 964 hours of service the previous year.
Our work helped to maximise local community resources and capacity to meet the needs of adults who are at risk of deteriorating health, especially through social isolation and loneliness. This aids in reducing, delaying and preventing escalation of health issues which are placing unnecessary or avoidable pressure on statutory services.
We worked in partnership with other statutory and VCSE providers to ensure we offered a complementary service that enhances the current landscape of wellbeing and prevention provision.
We also built stronger connections with current and potential referrers – ensuring we are capturing the hardest to reach communities where isolation and loneliness may be 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.
## 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 feel it is very important for the club to continue, and the Wednesday Friendship club gives an essential respite service to carers and people who live alone. We will continue to run the Friendship Club through weekly subscriptions.
## Songs and Scones
Songs and Scones has been held at Ayton Village Hall on the last Thursday of each month throughout the year. It is a social afternoon of music, conversation, tea or coffee, scones and biscuits. It has been open to carers, their dependents and anyone who is lonely or isolated.
## Website
Our website covers all aspects of our work including services available, useful information, volunteering opportunities and support (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 and Filey district we are looking at funding opportunities from other sources.
**[ 3 ]**
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT) TRUSTEES REPORT FOR THE YEAR ENDED 31ST MARCH 2023**
## **Financial Review**
The financial position of the Charity as at 31st March 2023 as more fully detailed in the accounts, can be summarised as follows:
|Income
Expenditure
Unrestricted Funds
Restricted Funds
Designated Funds
Total Funds
Net Surplus/(Deficit)|**2023**
**2022**
**£**
**£**
57,337
46,874
(60,111)
(53,169)
(2,774)
(6,295)
57,634
60,408
-
-
25,000
25,000
82,634
85,408|
|---|---|
The results for the year show a deficit of £2,774. Total reserves amounted to £82,634 at 31st March 2023, of which £57,634 are unrestricted. The Charity’s unrestricted income primarily derives on an annual contract basis from two sources, the CCG and HAS. The executive committee has determined that in the event that financial support is not forthcoming, the work of Support for Carers should continue, even 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 reserve fund is set at £25,000 (2022: £25,000). The Trustees acknowledge that unrestricted cash reserves are required to:-
- Enable Support for Carers to maintain essential core services for a minimum of six months in the event of withdrawal of core funding.
- To provide for otherwise unfunded staffing related costs such as redundancy.
- 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 a reserve policy of un-restricted and designated funds now cover a year of future income.
**[ 4 ]**
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT)**
**TRUSTEES REPORT FOR THE YEAR ENDED 31ST MARCH 2023**
## **Statement of Trustees' Responsibilties**
The trustees are responsible for preparing the trustees’ report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
The law applicable to charities in England and Wales require the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that year. 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 statement on the ongoing concern basis unless it is inappropriate to presume that the charity will continue in operation.
The Trustees are responsible for keeping proper accounting records that 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 Charities Act 1993 the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for prevention and detection of fraud and other irregularities.
This report was approved by Support for Carers (Scarborough and District) trustees on 8th August 2023 and is signed on their behalf by:
Stephen Trafford Chairman
5
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT) REPORT OF THE INDEPENDENT EXAMINER TO THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2023**
As a practising member firm of the Association of Chartered Certified Accountants, we are subject to its ethical and other professional requirements which are detailed at http://rulebook.accaglobal.com/
I report on the accounts of Support for Carers (Scarborough and District) for the year ended 31st March 2023, which are set out on pages 7 to 11.
## **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 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 the 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 you as 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; or
- to prepare accounts which accord with the accounting records; or
- concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.
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.
Michael Richmond FCCA _on behalf of_ Champleys Chartered Certified Accountants Champleys Mews Market Place Pickering YO18 7AE
8th August 2023
**[ 6 ]**
## **SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT)**
## **RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31ST MARCH 2023**
**----- Start of picture text -----**
Notes 2023 Breakdown By Fund 2023 2022
Unrestricted Restricted Designated Total Total
£ £ £ £ £
Receipts
Bank Interest 98 98 21
Donations, Legacies and Grants 3 45,591 45,591 44,787
Fundraising Activities and Events 4 11,648 11,648 1,727
Gift Aid - - 339
- - -
Sundry Income
- -
Total Receipts 57,337 57,337 46,874
Payments
Charitable Activities 5 51,723 51,723 42,912
Support Costs 6 7,001 7,001 8,688
Governance and Administration 7 1,387 1,387 1,569
- - -
Other Charges
- -
Total Payments 60,111 60,111 53,169
Reconciliation of Funds 8
Total Funds Brought Forward 9 60,408 25,000 85,408 91,703
Transfers Between Funds - - -
- -
Surplus / (Defecit) for the Year (2,774) (2,774) (6,295)
Total Funds Carried Forward 57,634 - 25,000 82,634 85,408
**----- End of picture text -----**
**[ 7 ]**
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT)**
## **STATEMENT OF ASSETS AND LIABILITIES AS AT 31ST MARCH 2023**
## **B1 Cash Funds**
|**B1 Cash Funds**|||
|---|---|---|
|**Accounts**
Current Account
Deposit Account
Cash
**TOTAL FUNDS**
**Represented by Funds**
Unrestricted
Restricted
Designated
**TOTAL FUNDS**
**B2 Other Monetary Assets**
Bank Interest to 31st March 2023
Gift Aid Claim
**B3 Investment Assets**
Creditors
Accruals
**B5 Liabilities**
**B4 Assets Retained for the Charity's Own Use**|**2023**
**£**
40,308
42,095
231
**82,634**
57,634
-
25,000
**82,634**
71
-
**71**
Nil
Nil
-
720
**720**|**2022**|
|||**£**
43,040
41,997
371
**85,408**
60,408
-
25,000
**85,408**
-
-
**-**
Nil
Nil
-
600
**600**|
## **For and on behalf of all the Trustees**
Stephen Trafford 8th August 2023
**[ 8 ]**
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT)**
## **NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2023**
## **1 Basis of Accounting**
These accounts have been prepared on the Receipts and Payments basis in accordance with Section 144(2) of the Charities Act 2011.
Donated Goods, Services and Facilities
Donated goods, services and facilities are measured at fair value (the amount for which the asset could be exchanged) unless impractical to do so.
## Governance and Support Costs
Support costs have been allocated between governance costs and other support. Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice.
## Volunteer Help
The value of any voluntary help is not included in the accounts, but is described in the trustees’ annual report.
Fixed Assets for use by Charity
The accounts have been prepared under the historical cost convention. Assets are shown on the statements of assets and liabilities if they can be used for more than one year, and cost at least £300.
## **2 Nature and Purpose of Funds**
## Unrestricted Funds
Funds that may be used at the discretion of the trustees in furtherance of the objects of the charity.
Restricted Funds
Funds that may only be used for specific purposes. Restrictions arise when specified by the donor or when funds are raised for specific purposes.
## Designated Funds
A reserve set 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. There has been no change in this financial year.
## **3 Breakdown of Donations, Legacies and Grants**
|NYCC Grant Income
Lord Mayors
My Neighbourhood
Other Small Grants and Donations
**Total**|**Grants**
**Donations**
**Legacies**
£
£
£
39,200
4,809
500
1,082
44,509
1,082
-
**2023 Breakdown**|**Grants**
**Donations**
**Legacies**
£
£
£
39,200
4,809
500
1,082
44,509
1,082
-
**2023 Breakdown**|**2023**|**2022**
**Total**
£
39,200
4,872
-
715
44,787|
|---|---|---|---|---|
||**Grants**
£
39,200
4,809
500
44,509|**Donations**
£
1,082
1,082|**Total**
£
39,200
4,809
500
1,082||
||||45,591||
## **4 Fundraising Activities and Events**
|**Total**
Other Fundraising Activities
Wednesday Friendship Group
Songs and Scones
Trips and Outings
Christmas Lunch
Lottery
Membership|**Unrestricted**
**Restricted**
**Designated**
£
£
£
1,650
700
85
3,222
625
4,033
1,333
11,648
-
-
**2023 Breakdown**|**Unrestricted**
**Restricted**
**Designated**
£
£
£
1,650
700
85
3,222
625
4,033
1,333
11,648
-
-
**2023 Breakdown**|**2023**|**2022**
**Total**
£
-
-
100
246
261
873
247
1,727|
|---|---|---|---|---|
||**Unrestricted**
£
1,650
700
85
3,222
625
4,033
1,333
11,648|**Restricted**
£
-|**Total**
£
1,650
700
85
3,222
625
4,033
1,333||
||||11,648||
**[ 9 ]**
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT)**
## **NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2023**
## **5 Breakdown of Expenditure on Charitable Activities**
|**_10_**
_Notes_
Volunteer Costs and Expenses
Wages, Salaries and Staff Costs
Staff Travel
Training
Activities and Support Groups
Website
**Total**|**Unrestricted**
**Restricted**
**Designated**
£
£
£
8,869
280
70
144
42,041
320
51,724
-
-
**2023 Breakdown**|**Unrestricted**
**Restricted**
**Designated**
£
£
£
8,869
280
70
144
42,041
320
51,724
-
-
**2023 Breakdown**|**2023**|**2022**
**Total**
£
3,181
419
159
208
38,875
70
42,912|
|---|---|---|---|---|
||**Unrestricted**
£
8,869
280
70
144
42,041
320
51,724|**Restricted**
£
-|**Total**
£
8,869
280
70
144
42,041
320||
||||51,724||
## **6 Breakdown of Expenditure on Support Costs**
|Postage
General Expenditure
Subscriptions
Bank Charges
Printing and Stationery
Rent of Premises
Telephone and Internet
Insurance
Equipment Expensed
Repairs and Maintenance
**Total**|**Unrestricted**
**Restricted**
**Designated**
£
£
£
122
168
692
452
1,069
2,847
46
379
695
531
7,001
-
-
**2023 Breakdown**|**Unrestricted**
**Restricted**
**Designated**
£
£
£
122
168
692
452
1,069
2,847
46
379
695
531
7,001
-
-
**2023 Breakdown**|**2023**|**2022**
**Total**
£
-
492
1,740
496
662
2,750
544
480
1,103
421
8,688|
|---|---|---|---|---|
||**Unrestricted**
£
122
168
692
452
1,069
2,847
46
379
695
531
7,001|**Restricted**
£
-|**Total**
£
122
168
692
452
1,069
2,847
46
379
695
531||
||||7,001||
## **7 Breakdown of Expenditure on Governance and Administration**
|**_11_**
Accountancy and Payroll
**Total**
Independent Examination & Report
Trustees Expenses|**Unrestricted**
**Restricted**
**Designated**
£
£
£
780
600
7
1,387
-
-
**2023 Breakdown**|**Unrestricted**
**Restricted**
**Designated**
£
£
£
780
600
7
1,387
-
-
**2023 Breakdown**|**2023**|**2022**
**Total**
£
955
600
14
1,569|
|---|---|---|---|---|
||**Unrestricted**
£
780
600
7
1,387|**Restricted**
£
-|**Total**
£
780
600
7||
||||1,387||
**[ 10 ]**
**SUPPORT FOR CARERS (SCARBOROUGH AND DISTRICT)**
## **NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2023**
## **8 Breakdown of Fund Movements (2023 - Current Year)**
|**B/Fwd**
£
-
25,000
60,408
85,408
**Breakdown of Fund Movements (2022 - Prior Year)**
**B/Fwd**
£
-
521
521
25,000
66,180
91,701
Morrisons
Wednesday Friendship
**Restricted**
**Designated Funds**
Managed Closure
**Unrestricted Funds**
**Total Funds**
**Restricted**
**Designated Funds**
Managed Closure
**Unrestricted Funds**
**Total Funds**|**Receipts**
£
-
-
57,337
57,337
**Receipts**
£
246
873
1,119
-
45,755
46,874|**Payments**
£
-
-
60,111
60,111
**Payments**
£
(959)
(1,595)
(2,554)
-
(50,613)
(53,167)|**Transfers**
£
-
**Transfers**
£
713
201
914
(914)
-|**C/Fwd**
£
-
25,000
57,634
82,634|
|---|---|---|---|---|
||||||
|||||**C/Fwd**
£
-
-
-
25,000
60,408
85,408|
## **9 Breakdown of Fund Movements (2022 - Prior Year)**
## **10 Staff Numbers, Payroll and Pension Costs**
There were two staff workers in 2023 (2022: 2). All staff are payroll employed.
|**Total**
Employer Defined Contribution Pension
Employer National Insurance
Direct Wages|**Unrestricted**
**Restricted**
**Designated**
£
£
£
39,857
2,184
-
42,041
-
-
**2023 Breakdown**|**2023**|**2022**
**Total**
£
37,109
1,766
-
38,875|
|---|---|---|---|
|||**Total**
£
39,857
2,184
-||
|||42,041||
## **11 Trustee Expenses and Related Party Transactions**
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.
**[ 11 ]**