ivi IT MARY 30YE FKAN(ES TKUST Inspiring Mental Wellbeing Annual Report and Accounts From 1 April 2023 to 31 March 2024 The Mary Frances Trust 23 The Crescent Leatherhead Surrey KT22 8DY 01372 375 400 www.mar f rancestrust.or inf o@maryf rancestrust.or
Contents Table Company Information Introduction Aims & Objectives Trustees, Report 9-13 Achievements & Performance 14-50 Publ ic Benef it Statement/Funding 51-53 Reserves Pol icy 54 Independent Auditors Report 55-62 Audited Accounts 63-65 ( for the year ending 5 7/05/24) Notes to the Financial Statement 66-77 ( for the year ending 5 7/05/24)
Company Information Company Information CHAIR.. Sam Greenhouse VICE CHAIR: Jeremy Ross (unti120/11 /23) TRUSTEES: Fergus Addison Susan Grant Paul Matthews - Treasurer Claire Nethersole Heather Ward Steven Rowley Rupert Gowrley Tommy Edwards CEO & COMPANY SECRETARY: Patrick Wolter REGISTERED OFFICE: 23 The Crescent Leatherhead Surrey KT22 8DY CHARITY REGISTRATION.. 1055113 COMPANY REGISTRATION: 3189443
Company Information AUDITORS: Andrew Skilton Brewers Chartered Accountants Bourne House Queen Street Gomshall GU5 9LY BANKERS: CAF Bank Ltd 25 Kings Hill Avenue Kings Hill West Malling Kent ME194TA
Introduction Introduction As a mental health charity, our priority is always to dedicate our time and ef forts to supporting the wellbeing of all our clients- something that all our staf f have proudly carried on doing throughout the year. We are delighted that this year several of our key service contracts have been renewed, including Community Connections. Service User Network (SUN), GPimhs and Recovery & Connect. This is important as these contracts provide a signif icant proportion of our income, enabl ing us to continue to provide qual ity community mental health services as a trusted partner in the mental health system in Surrey. Alongside partner organisations in the NHS and voluntary sector, Mary Frances Trust continues to play an essential part in the Community Mental Health Transf ormation Programme which is happening across Surrey but also nationwide. Not only do we del iver pi lot services that are designed to pioneer new ways of delivering mental health support, but we also participate in monitoring. reviewing and developing those services. Working in partnership is one of the key areas of f ocus of our strategy, which is now in its f irst year of implementation. This report set5 Out our strategic priorities, which all staf f , volunteers and Trustees are working together to turn into reality. th Finally, it's hard not to mention that 2024 marks the year of our 30 anniversary as a charity. That's 30 years since our founders, Mary and Frances, started out our organisation on a f lipchart and launched the suitably named Mary Frances Trust in the very building where our head of f ice is still based today.
Introduction Since then, the charity has grown f rom strength to strength f rom a local support group in Leatherhead to become a leading mental wellbeing charity in Surrey with a growing workf orce of 46 staf f members, of f ering eight dif f erent services onl ine and f ace-to- f ace and supporting on average 2,300 residents every month in Surrey Downs. with mental health issues of all kinds. We are very proud of our rich history and want to continue to strengthen our legacy for many years to come- an ambition our new strategy is there to support, and which our staf f and Trustees are all excited to embrace. so we can continue to serve the wellbeing of the Surrey community. Sam Greenhouse Chair of Trustees *Surrey Downs comprises of the f ol lowing areas: Epsom, Ewell & Banstead, Mole Valley and Elmbridge.
Aims & Objectives Aims & Objectives Mary Frances Trust (MFT) is a charitable organisation established in 1994 by people who used mental health services, carers and prof essionals to support people with any mental health issues. It is a non-medical service set up to address the social consequences of mental health issues on the lives and wellbeing of people who use mental health services. These include the following (but are not limited to): Low self -esteem and self -conf idence (compounded by the negative attitudes in our society towards those with mental health issues). Social isolation and exclusion f rom many areas of community life (including leisure, volunteering and education),. Low income because of long-term reliance on benef its (people using mental health services have the lowest rate of employment of any group of disabled people),.
- Poorer physical health compared to the general population. Until 2006, our services were based strictly on the Clubhouse Model (a model of social rehabilitation started in New York in the 1950's) which was an excellent starting point f or development of user-led services. With time, however, MFT has adapted to the changing approach to mental health, and the way services are being delivered, while at the same time staying faithful to our main values and rinci Our vision We believe anyone experiencing any kind of mental or emotional health issues should f eel conf ident to ask f or help, receive appropriate support for as long as
Aims & Objectives they need, and feel inspired to develop the skills that will help them to restore and/or maintain their own wellbeing. Our mission Our mission is to: y* Work alongside people experiencing any kind of emotional or mental health issues for as long as they need, and inspire them to develop the skills that will help them to restore and maintain their emotional wellbeing. Involve people with lived experience of mental health at every level of the charity so they can help us design, deliver, monitor and review our services to ensure they respond to their changing needs. Consistently chal lenge stigma attached to mental il Iness and raise awareness of the importance f or everyone to look af ter their mental wellbeing. Lead and co-ordinate the development and del ivery of f irst-class, voluntary mental health services in Surrey. Maintain suff icient funding streams to be able to provide person-centred services to people experiencing any kind of emotional or mental issues. Over the years, we have developed a range of activities which support people using our services with their wellbeing and recovery. to access opportunities within the community, to set their own achievable goals and to have the best possible quality of life. Our Strategic Priorities We are in the f irst year of implementing our three-year strategy, working on the following four focus areas. as identif led through consultation with staf f, our Advisory Group, volunteers and some of our clients:
Aims & Objectives NFI FOCUS AREAS Ready for Now and for the Future Live Jnd Breathe Co-production land%tJpolnrnenlalhe4llh •ndNTrIS. whllsi Eonllnuln4 iomwag¢elleciiv•lySn ih• heio-4no we lh tstoanl%•1nl71 Strategic Relationships and Partnership Worklng strategic Communications dpi Eysioni Wo QM47c0ur eKiblin4 ij151noovipiolilQ T • 10ciiin4nt•lh1t1i•*p#1.W r+we7trf J poslliWVOlCt Inilhryolunlfjtv Ready for Now and for the Future We want to make sure that with the current dynamic landscape in mental health and NHS, whilst continuing to manage effectively in the here-and-now, we prepare the charity for what the f uture brings considering workforce f inancial stability and systems & processes. Strategic Communications We know how important communication is in a modern, prospering organisation. We will work not onlyon raising our prof ile and establishing MFT as a local mental health expert. We will also improve our internal communications to give all our staf f a deep sense of belonging. We will also use communications to improve our f undraising opportunities. Live and Breathe Co-production We have made progress in this area over the years. It is our unique and very important value to be guided by the people we serve. We want to have clear and
Aims & Objectives visible evidence co-production is understood and represented appropriately at al I levels of our organisation. Strategic Relationships and Partnership Working recognise MFT is an important element of a wider system. We embrace our existing partnerships but will also aim to review and strengthen them, as well as bui Id new ones to represent a positive voice for the voluntary sector and people with lived experience in how services are designed and delivered and build new ones to represent a positive voice f or the voluntary sector and people with lived experience in how services are designed and delivered. Progress on our Strategic Objectives Ready for Now and for the Future We've reviewed dif f erent key aspects of the organisation (our values, organisational structure, staf f welfare and benef its, staff training and staf f satisfaction) as well as conducted some Strength, Weakness, Opportunity, and Threats (SWAT) Analysis and Political, Economic, Social, Technological and Environmental Analysis to get a better understanding of the mental health landscape now and in the f uture. Strategic Communications Updates on this objective can be found in the Communications and Fundraising sections of this report on pages 45-50. Live and Breathe Co-Production An update on this objective can be found in the Co-Production section of this report on pages 41-45. Strategic Relationships and Partnership Working We've started by setting up a working group and doing an audit of our current partnerships. Next steps will involve an action plan to develop each partnership as well as identify new partnerships that we would like to pursue.
Trustees, Report Trustees. Report The Trustees present their report with the financial statement of the Company f or the year ending 31 March 2024. The Trustees, who are also Directors of the Company under company law and under the Company's Articles are known as the "Board of Trustees" are responsible f or preparing the Trustees, Report and the f inancial statements in accordance with appl icable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). They provide their services f ree of charge. Mary Frances Trust is incorporated as a company limited by guarantee, The Trust was incorporated in April 1996 using a model form of a governing document created by the Charity Commission in 1995. At our Annual General Meeting (AGM) on 20 November 2023, our Members approved changes to the governing document (Memorandum and Articles of Association) to ref lect changes to legislation and guidance from the Charity Commission (as ref lected in their Model Articles 2017) and changes to the way people and communities interact and conduct business. The principal object of the Charity is to support people with mental health issues. particularly through the use of user-led, psycho-social interventions. Membership of the charity is open to anyone with lived experience of emotional or mental health issues as well as their carers. These Members
Trustees, Report register before our Annual General Meeting (AGM) for the duration of one year. They then have the right to elect the Board of Trustees at our AGM, approve our financial accounts, elect our auditors as well as vote on important changes regarding the charity. In the event of the Company being wound up, every Member undertakes to contribute such amount as may be required (not exceeding £10) to MFT'S assets. Trustees involved with MFT during the year under review are listed in our Company Information on page 1 of this report. Members approved the election of the most recently appointed Trustees: Rupert Gowrley. Steven Rowley and Tommy Edwards at the A6M in November 2023. In accordance with the Articles of Association. one third of the Trustees retire by rotation at the AGM each year and have the opportunity to stand for re-election. Heather Ward and Paul Matthews both wished to stand again and were re- elected by Members at the 2023 AGM. At the upcoming 2024 AGM, Susan Grant, Claire Nethersole and Fergus Addison will be retiring and all would like to of f er themselves f or re-election. We bade a f ond f arewell to Jeremy Ross, who stood down at the 2023 AGM f ol lowing nine years of committed service as a Trustee. Company law requires the Trustees to prepare f inancial statements f or each f inancial year, which give a true and fair view of the state of af fairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure. of the charitable company f or that period. In preparing those f inancial statements, the Trustees are required to: select suitable accounting policies and then apply them con5iStently,'
Trustees, Report observe the methods and principles in the Charity Statement of Recommended Practice (SORP); make judgements and estimates that are reasonable and prudent; state whether appl icable accounting standards have been f ollowed, subject to any material departures disclosed, and explained in the f inancial statements; and prepare the f inancial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business. The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the f inancial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible f or saf eguarding the assets of the charitable company and hence f or taking reasonable steps for the prevention and detection of fraud and other irregularities, The Trustees conf irm that: as f ar as they are aware, there is no relevant audit information of which the charitable company's auditors are unaware,. and they have taken all steps that they ought to have taken to make themselves aware of any relevant audit inf ormation and to establish that the auditors are aware of that information. Under the Memorandum and Articles of Association, the Trustees have the power to invest f unds as they see f it. The Trustees are aware of their responsibility, under SORP IFRS102), for undertaking a risk management review. The Risk Committee (consisting of at
Trustees, Report least three of our Trustees. our CEO and Head of Operations) meets on a six- monthly basis to review current and upcoming risk and risk assessments, as well as the plans to mitigate these, The Risk Register which incorporates these was regularly discussed by the Board in 2023124. Trustees, Recruitment The Board of Trustees seeks to recruit its members to balance various skil Is required to manage the Charity. Traditional business ski Ils are required as well as experience in the mental health f ield, which is so important to our work. We recruit new members to the Board by advertising via national recruitment agencies such as REACH as well as through local contacts. All new Trustees are invited to visit MFT and spend time meeting people who use our services and staf f, to understand the character and ethos of the charity. Training is, by necessity, tailored to individual needs depending on the knowledge gaps and experience of the individuals involved, It is extremely important f or all the Trustees to f ully understand and be able to implement, in all their work with MFT, our special way of working with people, as well as the values and ethos of our charity. The charity is led by Patrick Wolter, Chief Executive of the Charity who is also the Company Secretary. The Trustees have control over and responsibility for the charity and. during the year, they delegate day-to-day responsibility to Patrick Wolter. The operations are carried out by a staf f team and a group of volunteers working closely with people who use the service.
Trustees, Report As much as possible, we also try to involve people with lived experience of mental health issues in the development of our charity and in def ining our short and long-term objectives. MFT employs two Co-production and Community Engagement Workers who are responsible for working with our Advisory Group, consisting of volunteers with experience of mental health issues as well as supporting our strategic objectives.
Achievements & Performance 14 Achievements & Performance Our Services Community Connections Community Connections is a service of f ering face-to-f ace. online and telephone individual goal setting support, as well as access to activities, groups and courses delivered in small groups (online and f ace-to-f ace). All activities are designed to promote peer support and community integration, boost motivation and enjoyment, reduce lonel iness and give people the tools to maintain and restore mental wellbeing over the long term. Activities include Peer Support Groups, Arts & Craf t5, Physical Activities, Wellbeing and Self -Help Courses, Nature-based activities and Interest Groups, Our Community Connections team has continued to work hard to support our clients, with 2,823 people open f or support on our database, including 1,074 new ref errals through the year. Our programme was developed f urther to reach new audiences, both onl ine and f ace-to-f ace. We now have a peer support group f or people with Autism, a bereavement support group, circuit training, parenting courses, and peer support in Hersham amongst other new ventures. There was a successf ul programme of activities in both Dorking and Banstead as wel I, as part of an initiative to support people in centres that are nearer to their homes and theref ore more accessible.
Achievements & Performance Above.. photo of clay tiles made by Community Connection clients during our new Arts & Craf ts group in Tadworth (Banstead).
Achievements & Performance 16 A client who regularly takes part in the class said: / persona//y find this Art class in va/uab/e i t rea//y lifts my moodand takes my troubles away.,. Just for that /itt/e moment In time . Work continued on reaching out to groups of people with protected characteristics to support their mental health, including those from the Travelling Community. people with neurodiverse traits and those with sensory impairments, Our team is undertaking training to ensure the support of f ered is appropriate and is meeting the needs of the community. During the last year. our Community Connections team had continued to raise awareness of the service by attending various events, including the Hedgerow Day at West Horsley Place, Romany Day, and the Rosebery School open day.
Achievements & Performance Photos of craf t activities of f ered by the Community Connections team at the Hedgerow Festival including guess the texture and plaster moulding. The team continue to make plans for new activities as emerging needs are identif led and more partnerships develop. Referrals 2023-2024 Chart 1 Number of referrals to 160 140 Community Connections from 1 April 2023 until 31 March 2024. 120 loo 80 60 40 20
Achievements & Performance 18 Community Connections Team Activities 2023 - 2024 1200 1000 800 600 400 200 Activity attendances Welf are Initial 1/2hour Support emails. Face to Face checks & appointments appointments Appointments follow up calls Apr-23 Aug-23 May-23 Sep-23 Jun-23 • Oct-23 Jul-23 Nov-23 Chart 2 (above) - Types of support activities delivered by the Community Connections tea f rom 1 April 2023 until 31 March 2024. Af ter a long bidding process, we're very proud to have successf ully been awarded another f ive-year contract to continue to run Community Connections in Surrey Downs. Wellbeing Advice & Information This service is of f ered solely online and via telephone support (not f ace-to- face) to support clients with a variety of practical issues affecting their
Achievements & Performance 19 wellbeing including: housing. benef its, f inances, carers issues. advocacy and relationships. Our Wellbeing Advice and Information Off icer worked hard alongside our Community Connections team to deliver over 1,600 appointments, giving people advice and inf ormation about a number of issues including benef its, housing, f inances, complaints, f orm f 111 ing and domestic abuse. The service post-pandemic has led to a marked increase in complex ref errals, with both social and f inancial elements. A larger proportion of referrals have been related to the possibility of becoming homeless and clients being unable to support themselves financially. In addition to the complex health conditions which some people are experiencing, coupled with their f inancial situation (requiring support through the benef its process, support to keep them housed, f oodbank vouchers and support to balance their budgets due to diff icult economic conditions), additional emotional support and time was also needed to support their health and wellbeing. This means that collaborative work with other service providers and other members of our team is now part of the supportive f ramework of fered to allow wraparound. sustainable future health and wellbeing. All referrals require intensive follow-ups which may be short or long term, There is an ongoing caseload of around 100 to 130 people which involve consistent work to reach a successf ul, tai lor-made outcome f or each individual. Financial & Wellbeing Support Service (Epsom & Ewell)
Achievements & Performance 20 This service. f unded by the National Lottery Community Fund, is a new three- year pilot to support people with both f inancial and emotional wellbeing issues in two areas of Surrey: Epsom & Ewell and Surrey Heath. We have partnered with Citizens Advice Epsom & Ewell who provide the money and debt advice, while we of f er mental wellbeing support to people who live and work in Epsom & Ewell. Citizens Advice provide a55iStance with budgeting, accessing benef its and managing debt. MFT of fer emotional wellbeing support, providing strategies to manage stress and anxiety linked to f inancial concerns. The service was soft-launched in July 2023 when we worked with some existing Community Connections clients we knew could benefit from the service which allowed us to f ine tune the service, before the of f icial launch on 2 October 2023. We received 59 ref errals in the year to April 2024 and successf ully closed seven cases. Client f iles are not closed until they have f inished working with both Citizens Advice and MFT. The range of wellbeing issues we have supported our clients with has been broad. encompassing chal lenges related to relationships, job searching, work/lif e balance, f ami ly matters, health, accommodation, money management, debt and benef its. The client satisfaction reviews we have conducted overall reflect the positive impact our service has had on individuals, lives, with one client expressing profound improvement in their lif e quality af ter receiving support f rom our teams. The feedback below underscores the ef fectiveness of our interconnected approach to f inancial and emotional wellbeing with one client saying:
Achievements & Performance 21 -Inowam able to /iveproper/y. Both of you helpedme an amazing 700%. You are all connected. andit works. One year ago. I was ready to give up. After Icame to Vicky andN3dia andin a fewmonths. everything was done." Safe Haven - Epsom Saf e Haven is a crisis service provided in partnership with Surrey and Borders Partnership NHS Foundation Trust ISABP). The main aim of this service is to provide an out-of -hours saf e space for people in mental health crisis as an alternative to Accidents & Emergencies (A&E). This year has been productive at the Epsom Saf e Haven. Some of our main highlights include: Making our working environment a better place for people in crisis to access, with the addition of sof t seating, sof t f urnishings, blinds and sensory lighting. Continuing to see people virtual ly, using Attend Anywhere (an online platform) which has been a great help to those not able to travel to the Brickf ield Centre, Epsom where our Saf e Haven is based. Supporting 1,310 people over the past 12 months to 31 March 2024, 48% of these were virtual callers and over half of the people who accessed the service were new.
Achievements & Performance 22 We received some very positive f eedback f rom our Saf e Haven clients: -1 can't believe you re here every evening. Such a wonderful service and lovelypeople who listen. support me and I now feel I can keep myself safe. / feel saferjust knowing you re here 565 days a year in the evening. - "Your support with my work issue meant I was able to have an assessment, which nowmean5 Ihave a diagnosis of Asperger5. which has really helped with my workrelationships, as they are now making adjustments for me. Without your support andkindness, I wouldnot have explored this and I will be eternally orateful for vour help." General Practice Integrated Mental Health Service (GPIMHS) GPimhs (General Practice Integrated Mental Health Service) is a service delivered in partnership with Surrey and Borders Partnership NHS Foundation Trust (SABP) and Primary Care Networks (PCN). This is an emotional wellbeing service where clients are of f ered extended consultation times, quick and easy access to practical advice and tai lored support f or their mental health needs f rom dif f erent specialists in the service as part of their personalised mental health and wellbeing plan. This service is of fered via telephone, f ace-to-face, and online. We have staff working in GPimhs teams across six Primary Care Networks (PCN) areas in East Elmbridge, Leatherhead, Dorking, Banstead, Epsom, and the Epsom Integrated Care Partnership (ICP).
Achievements & Performance 23 Some of the team achievements include: Our Community Connectors of f ered 3,619 appointments in the period April 2023-March 2024. See our f irst chart below. 63% of those appointments were delivered via telephone, 36% in person within GP surgeries. and 1% virtual (online). See our second chart below. Dorking GPimhs began taking referrals in August 2023, Our Lived Experience Practitioners (LEXPS), who are employed to of f er peer support (sharing their own experiences of accessing support and recovery to help others) as well as support clients with more practical aspects of their lives so they can receive better support, continue to develop and establish their roles and offer of support within the GPimhs teams. Our LEXPS of f ered 337 appointments in the period Apri12023-March 2024. See our third chart below. 80.5% of those appointments were delivered face-to-face in the community. in locations such as the client's home. local cafés and community centres. 19.5% of attended appointments were delivered via telephone. See our f ourth chart below, In January 2024, our LEXPS attended Surrey's f irst "Lived Experience Conf erence" at Dorking Halls, representing MFT and networking with other professionals and partners in the co-production and lived experience f ields.
Achievements & Performance 24 Chart 1- Number of appointments offered by our Community Connectors between 1 Apri12023 and 31 March 2024 MFT GPIMHS Community Connectors Number of Appointments Offered April 2023- March 2024 400 336 361 363 336 300 264 275 266 288 277 294 200 191 loo Apr-23 May-23 JiJn-23 JL41-23 ALFg-23 Sep.23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Chart 2 - Contact method of appointments delivered by our Community Connectors between 1 April 2023 and 31 March 2024. MFT GPIMHS Community Connectors Contact Method for Appointments April 2023 - March 2024 1% In Person 36% Telephone Virtual
Achievements & Performance 25 Chart 3 Ibelow)- Number of appointments of f ered by our GPimhs Lived Experience Practitioners between 1 April 2023 and 31 March 2024 MFT GPIMHS Lived Experience Practitioners Contact Method for Appointments April 2023 - March 2024 19.5% In Person i Telephone Chart 4 (below) - Contact method of appointments of f ered by our Gpimhs Lived Experience Practitioners between 1 April 2023 and 31 March 2024. MFT GPIMHS Lived Experience Practltloners Number of Appointments Offered April 2023 - March 2024 45 50 43 40 40 28 29 25 26 20 19 20 16 16 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Month-year
Achievements & Performance 26 We received some positive f eedback f rom our GPimhs clients.. l am on the right path now,. I was helped through the worst of it, I fee/ very "The support I received is turning my •• positive, more confident. Thank you for all your help" life around from being in thepits to want a life again. . It was he/pfu/ to have someone to ta/k to, be reassured, and formulate a plan to support my reco very. It enabled me to voca/ise how I was feeling and recei ve the help / needed to move forward.
Achievements & Performance 27 Service User Network (SUN) SUN (Service User Network) is an easy-to-access community-based peer support service for adults experiencing dif f iculties with complex emotions of ten associated with Personality Disorder. This service is delivered by MFT and Catalyst, in partnership with Surrey and Borders Partnership NHS Foundation Trust (SABP). One of the main changes with the service this year was moving the Friday SUN group f rom Farham to Bourne Hall, Epsom as numbers were low in Farnham. We surveyed members who suggested Epsom would be a better location. Numbers have been steadily growing there ever since. Over the past f inancial year, SUN can be summed up by these numbers: 334 SUN groups were run 73 active clients currently at the end of this f inancial year 279 new ref errals As a result, 222 people were in contact with SUN overall. This year, SUN celebrated its third anniversary, with members attending 'SunFest' at Leatherhead Theatre (see image 1). This was an opportunity to look at how the service has developed over the past three years. We also played team building games, had a bake off and had an opportunity for members of the group to show and tell things that are important to them. We also had a space to encourage members to give f eedback on the groups and service.
Achievements & Performance 28 Image 1- Photo montage f rom Sun Fest showing members in attendance, speakers, workshop tables, balloons to mark our anniversary as well as cakes for the bake of f . J" Image 2- The SUN Team attending their extended business meeting at Dorking Halls.
Achievements & Performance 29 The SUN team across MFT. SABP and Catalyst also met at Dorking Halls on a separate occasion f or an extended business meeting to plan how the service will be developed over the coming months. We looked at development of the service for the next year, including areas such as co-production, reviewing the groups and any changes that need to be made. looking at f eedback f rom members 'Your Views Matter, survey and any other learning that we had f rom SUN groups. The service was recognised f or providing the best poster at the 'BIG SPD, conf erence (the British and Irish Group f or the Study of Personal ity Disorder), and they won f irst place! AIPUCING ST16MA IY QIFIA1116 A QI-IIOKI¢II SIIN URI1C( SIRVl¢I Usii MInmI WIIT Image 3 - Poster produced by the SUN team about "Reducing Stigma by Of f ering A Co- Produced SUN Service" which received an award at the B16 IN SPD conf erence. For a larger image of the 'Reducing Stigma by Of fering a Co-Produced SUN Service. poster (above). please click here.
Achievements & Performance 30 What members f rom the SUN community say: -The group feels completely safe and extremely supportive, every session with both other members and facilitators showing patience and leaving room for difficult emotions. This is slowly helping me overcome some of the shame I have been feeling for a long time regarding mypa5t experiences. -/ wouldrecommend as a source of ongoing Support, that is not time- limited like so many other sources of support are. Also, speaking to others who experience similar difficulties to myself is really helpful- it makes me feel less alone & less monstrous. . In-Reach This project aims to support people with transition f rom hospital back into their homes and hopef ully prevent readmission, primari ly working with people to prepare for the move from hospital and then supporting them with creating l inks and become part of their local community. The service of fers both face-to-f ace and virtual support. Sadly. the funding for this service ended earlier this year despite the project being a big success in terms of reducing readmissions into hospital.
Achievements & Performance 31 Chart 1- In-Reach Referrals Month by Month f rom the start of the project in June 2021 until the end of the project in January 2024. Referrals By Month 40 37 35 33 30 27 27 25 26 24 25 24 24 21 22 22 22 20 20 1919 19 19 18 16 17 15 15 1414 15 14 13 12 li io <2310612021 2021 2022 2023 2024 Chart 2 - In-Reach Referrals By Area f rom June 2021- January 2024 Referrals By Area loo 80 60 40 20 87 70 60 47 46 37 43 28 36 25 12 li
Achievements & Performance 32 Chart 3 - Issues that the In-Reach team supported clients with f rom June 2021-January 2024 Housln& beneffts and employment support Prartlcal support wlth travel, food or household sltuatlons Slgnpostlng to other mental health servlces or support 22% Practlcal support wlth booklng and attendlng healthcare appolntments 4% Connectlng wlth actlvltles or 8roups In the communlty 21% Support reconnectln8 wlth famlly, frlends and soclallslnB.. Emotlonal support and 8uldance 26% Chart 4 - Areas in which our In-Reach team supported clients according to their Recovery Stars surveys MFT InReach Recovery Stars +0.2 +0.2 w6.0 +1. +0.9 +0.8 +0.9 +1. 3.0 Area
Achievements & Performance 33 We received some positive f eedback f rorn clients who used In-Reach: Have found the service Very friendly, empathic, kind and helpful. Really grateful for face- to-face •• appointments and the option for phone appointments. - compassionate. We would like to say a huge Thank You to all the team that worked hard to deliver this service and achieve the f antastic outcomes and positive impact it had on the people they supported. Recovery & Connect Our Recovery & Connect team are part of a new Surrey and Borders Partnership NHS Foundation Trust (SABP) initiative called HomeFirst. HomeFirst is a new multi-agency, enhanced community-support initiative being introduced in January 2023. It is underpinned by collaborative care planning across health, social care, voluntary and community sector. and local government organisations,. enabling individualised packages of care to be del ivered across agencies via outreach and home visits.
Achievements & Performance 34 HomeFirst of f ers short-term intensive intervention and outreach services for people with long term and complex needs. The aim is to keep people well in their own community by preventing any future deterioration in their mental health and the resulting need for repeat in-patient admission. The Recovery & Connect team also attends the Discharge Hub, The Discharge Hub is a cross system co-located Multi-Disciplinary Team (MDT) of professionals, focused on supporting our current MDT structures, to progress the safe and timely discharge of people who are currently admitted to an SABP-f unded inpatient bed. The hub will be a group of people in a room who will be responsible for identifying and resolving barriers, and who are responsible for taking the practical and tangible steps to progress discharges. Referrals by Month {MFT Only) Chart 1- Recovery & Connect Referrals by Month from Mary Frances Trust only from March until December 2023. Mar Apr May Jun Aug Oct Nov Det 2023
Achievements & Performance 35 Referrals by Borough (MFT Only) Chart 2 - Recovery & Connect Referrals by Borough from Mary Frances Trust only. Elmbridge Epsom & Ewell Mole Valley Runnymede Average no. of bed days prior and during HomeFirst Chart 3 - Average Number of Hospital Bed Days before and af ter the 120 80 40 introduction of 20 HomeFirst. 3 months 3.6 month5 6.9 nionihs 9-12nM)nihs Tiine PRIC¥1 Hf DVRa46 HF
Achievements & Performance 36 Chart 4 - Areas of life improvement recorded by Recovery & Connect cl ients over the period of March 2023 to date Area of Iinprovement Quotes f rom our clients: Boundaries respected, made me feel relaxed, good working relationship developed. ' Communication exce//ent. Kept informed of aspects of my care. Felt included In decision-making. Support workers kind. friendly and he/pfu/. -
Achievements & Performance 37 Severe Mental Illness (SMI) Physical Health Liaison Service This initiative is aimed to support the uptake of physical health checks that people with a diagnosed severe mental health illness are entitled to, but do not always access. The Physical Health Liaison Workers work holistically, directly with individuals with a Severe Mental Illness (SMI) to increase the uptake of physical health checks and create positive lifestyle changes, in partnership with other key health and social care prof essionals in the Surrey Heartlands area. Sadly, the f unding f or this service ended earlier this year but here are some of the successf ul outcomes f or the service: The team supported several Primary Care Networks including Banstead, Dorking. and Epsom The team were given details of 294 patients The team contacted 188 patients 96 SMI checks were booked.
Achievements & Performance 38 Feedback we received about the service included: "Hereat Medwyns we hadmade aprettygoodstart with theAnnuèl PhysicalHealth Checks orpeople with SMI. However. after seeing andreviewing those who easily engoge with theproctice, we got a little stuck....it is thesepatients with whom we have little or no contact that causes u5 the greatest anxieties - and we just weren't connecting with them. Jack andPhil made it their mission to try and bring thesepatients into the surgery. Some were veryoverdue seriousphysicalhealth checks such ès blLWpre55ure, cholesterol andcsncer screening which were not often seen by thepatients ès apriority. As wellas reviewing the communications that we as a practice sent out topatients with SMI, Jack andPhillookedat our processes andconnection5 Wlthpartners. A5 a result. we refvvorded invitations (giving greater explanations of reasons for the health checks). offeredsupwrt in attending apwintment5 andlookedat more creative ways of working with other organisations to connect with patients." We would like to say a huge Thank You to all the team that worked hard to del iver this service and achieve the results that they achieved in a short time.
Achievements & Performance 39 Complex Care Liaison Service (CCLS) Our new Complex Case Liaison Service (CCLS) went live on 12 February 2024 and is staf f ed by one Liaison Worker, who has transitioned f rom their role as a Lived Experience Practitioner. CCLS provides support to individuals and family members who have experienced complex trauma resulting in a multiplicity of issues and needs. Frequently the clients under CCLS may be part of Safeguarding Adults, Review or an Inquest and require independent holistic support, which is tai lored around their specif ic demands. Currently. the f ocus of this service is one family of six members. This has the potential to grow with up-and- coming f amil ies being ref erred by Surrey County Counci l Adult Saf eguarding Board, Ef f ectiveness of the service will be judged through use of 'Recovery Star,, qualitive data f rom client feedback and also f rom case studies. End Stigma Surrey Mary Frances Trust. Catalyst and Acting Out Productions are the three leads behind End Stigma Surrey. The three-year campaign, which was due to end in March 2024, has been recommissioned by Surrey County Council - Public Health f or another year. The campaign f ocuses on the f ollowing objectives: Reducing the stigma and discrimination experienced by people with experience of mental health issues. Increasing the conf idence and ability of people with mental health needs to address stigma and discrimination.
Achievements & Performance 40 Improving understanding and awareness of mental health as wel l as attitudes and behaviours of the local population towards people with mental health needs across dif ferent settings: Health & Social Care, Education, Workplace, Community services, Social- friends & f amily. Some of the campaign's highlights this past year include.. Launching a revised edition of our Stigma Survey to gather f urther views and data on stigma and discrimination in Surrey. Results f rom the survey will be shared externally in May 2024. Developing our own Stigma E-learning to educate people about stigma and discrimination. Three versions were created: f or Healthcare settings, Workplace and Friends & Family. The e-learning is being tested on a group of people bef ore being rolled out for f ree in the next f inancial year. The e-learning includes videos with actors f rom Acting Out Productions as well as some of our Mental Health Champions. Holding an Lesbian, Gay, Bisexual & Transgender (LGBT+) community Mental Health Day cal led 'Love Without Labels. including the Surrey LGBT choir. Running social media campaigns on key mental health awareness days including Time to Talk day; University Mental Health Day," Self-injury awarenes5 day, Stress awareness month. Mental H awareness week, Men's Mental Health Week, LGBTQ+ Pride month, World Suicide Prevention day, World Mental Health Day, Black History month and Movember.
Achievements & Performance 41 Volunteering This past year, our Volunteer Co-ordinator has completed a review of the recruiting and onboarding process including updating our Volunteer policy, Volunteer agreement. role descriptions and third-party agencies used for advertising our vacancies. This review has seen a clear shif t towards recruiting a greater number of volunteers externally with more role-specif ic skills and qualities, whilst also recognising the benef its to some clients (internal volunteers) in supporting our work where there is mutual benef it and no conf l ict of interest. Whilst nationally, volunteering is still seeing a post-COVID slump (approx. 20% down), we have had a successf ul year, f 111 ing a varied list of vacancies with an increase in numbers overall to our 'active' volunteer base. Co-production This year has been a busy one as we continue to raise the prof ile of Co-Production across all at MFT. Our staff are asking more and more 'How can we Co-Produce?' in their areas of work, which is amazing, We continue our journey of embedding Co-Production by involving people with Lived Experience in almost everything we do. Some of the year's highlights include: Surrey Mental Health Co-production Network MFT set this network up 2022 which has grown f rom strength to strength and brings professionals across the statutory sector and the voluntary
Achievements & Performance 42 sector together to share practices in co-production. The group has successf ully expanded to 12 members. meeting monthly to explore successes and chal lenges in co-production. The group is presently working on an agreed def inition f or Co-Production across Surrey. Image 1- Photo of Eleanor, MFT Advisory Group Member speaking at The Lived Experience Conf erence in Dorking Halls. Our biggest success this year, by f ar. was how the network worked together to organise their f irst Lived Experience Conf erence held at Dorking Hal Is on 31 January 2024. Surrey and Borders Partnership NHS Foundation Trust (SABP) coordinated the day inviting people with Lived Experience and professionals working in the field of mental health to attend. Over 100 people attended with over 70 attendees having l ived experience of mental health issues. There were external speakers and group work. and our Advisory Group Member Eleanor was one of the key speakers (see image 1). The feedback was incredible. with people being happy to meet others face-to- face again. The network is starting preliminary planning f or the next one in 2025, MFT and the Independent Mental Health Network (IMHN) are planning on taking on the overall coordination role.
Achievements & Performance 43 Advisory Group Away Day It was really a year of f irsts as our Co-Production team organised the f irst Advisory Group's Away Day at Bourne Hal l in October 2023. The programme included an external Speaker f rom the Social Care Institute for Excellence (SCIE) and our CEO. Patrick Wolter. came along to meet the Advisory Group and explore how to f urther embed Co-Production at MFT (see image 2). The Advisory Group enjoyed being together f ace-to-f ace and having a voice and their ideas included, Members were so enthusiastic and motivated and had so many great ideas and were treated to a lovely lunch and some fun activities. From this, we were able to draw a plan to work towards over the coming two years f or Co-production. Image 2 - Photo of our CEO, Patrick Wolter. speaking at our Advisory Group Away Day
Achievements & Performance 44 Image 3 - Advisory Group members and our Co-production team at our Advisory Group Away Day Advisory Group meetings Meetings with our Advisory Group continued monthly. This year we also welcomed two new members and were offered an exciting new role as an Advisory Group Finance Volunteer. This will enable the Advisory Group to have more of a say and control over their budget. Some of the work the Advisory Group was involved with included: Having Advisory Group members on interview panels at MFT Introducing Co-Production Champions across all services within MFT. Attending various strategic and operational mental health meetings across Surrey Inviting speakers from various services within MFT to join monthly meetings including: Community Connections, GPimhs, In-Reach, SMI Physical Health Checks and Trustee Claire to talk through Ethical Fundraising Policies
Achievements & Performance 45 Inviting external speakers to our meetings including Healthwatch Surrey and Surrey County Counci I's Joint Strategic Needs Assessment (JSNA) One Advisory Group member completing a successful three-day volunteering programme at MFT Advisory Group attending training and development on Unconscious Bias Training, Peer Support/Supervision, Empowerment Training, Neurodiversity and Spotting Oomestic Violence. Setting up of buddy scheme f or new Advisory Group members Responding to MFT consultations. Communications Our small Communications Team supports the charity as a whole, making sure we al I work as one team and reach people who need our care. The team also helps our clients get the inf ormation they need about services avai lable to them via our newsletter. website and social media. as well as share advice and l ived experience stories about mental health through our blogs, tips and awareness campaigns. Making our communications more strategic is one of the pillars of our new strategy. We've proud to have made progress on our strategic objectives by: Developing a social rnedia strategy to better understand our audience. ensure our posts are ef f ective and increase engagement on all platforms, th Celebrating our 30 anniversary by showcasing our rich legacy. In February 2024. we launched a "Did you Know?" campaign on social media sharing facts about each of our services to increase
Achievements & Performance 46 awareness of all services in the community and with healthcare prof essionals. Training our staf f on making our communications more accessible and inclusive in our newsletter. website and social media. A5 part of this, we launched a "talking calendar" who reads aloud our calendar to people with visual impairments or learning disabilities. We hope to launch Easy Read leaf lets in the next f inancial year. Increasing the reach of our awareness campaigns by adding new topics such as ADHD. Autism, Debt Awareness, Pet Bereavement, Obsessive Compulsive Disorder (OCD), Starting University, Sugar and mental health, Hoarding, Post natal OCD, etc. Drawing on the expertise of our own staf f by getting them to share mental health advice and inf ormation as part of our awareness campaigns. Engaging with social prescribers, including the SABP crisis team to ensure they know about all our services. Linking more with Fundraising to align objectives, increase engagement with donations and get more out of our corporate partnerships. Engaging with all our staf f to improve internal communications and col laboration between services. This work is ongoing.
Achievements & Performance 47 Fundraising Unrestricted Funding This f inancial year, we have been fortunate to receive unrestricted income f rom a variety of donors, many of them new. We are so gratef ul to al l of them for their generosity, which allows us to spend extra money in ways we f eel would benef it our clients and the organisation. The Natwest Group made a signif icant donation to us via their London and South East Regional Board. which is a staf f -led group committed to helping communities thrive. We also received generous donations f rom: The Richard Davies Charitable Trust Both The Cheam Probus and The Epsom Probus branches Three Surrey Freemasons Lodges: The South West Surrey First Principle Chapter of Freemasons. The Surrey Freemasons Golden Jubi lee Lodge. The Surrey Freemasons Chest Relief . The Blakemore Foundation The Woking Quaker Meeting, who chose us as their Charity of the Month. The Esher branch of Waitrose as part of their Community Matters quarterly f unding. A big well done and thank you must also go to some local f undraisers including: West Ashtead Primary Academy who chose us as their charity they supported during their "Enterprise Week" f undraiser
Achievements & Performance 48 The Book Club Girls for their Christmas f undraiser Stacey's birthday f undraiser on Facebook The Ashtead Good Neighbours scheme The Word On The Street bookshop in Ashtead f or their evening fundraiser with comedian Colin Hoult. whose podcast'lnto the Neuroverse" covers themes around neurodiversity and touches on mental health issues, Legacy Giving This year, we were one of the benef iciaries of a local resident's estate. Such generosity is a wonderf ul gesture that says a lot about the charitable nature of our legacy donor but is also a great endorsement of the continued great work we achieve here at MFT, Charity of the Year We were delighted to be chosen as The Charity of the Year by a number of dif f erent businesses. organisations, sporting clubs and groups. Thanks all round f or such committed and successf ul f undraising must go to: The Epsom Golf Club The Reigate Heath Golf Club Tangent Womens Group Menzies LLP in Leatherhead Lavender Catering Surrey Police's Chief's Charity of the Year which spans both this and next f inancial year.
Achievements & Performance 49 Challenge Events We had some sporty f undraisers supporting our cause - a big pat on the back must go to the teams who completed the following: The Big Half, The Three Peaks Chal lenge and a 1 Ookm Ultramarathon (on possibly the hottest day of the year!). It takes planning and dedication to take part in such challenge events, and we are gratef ul f or your energy, determination and f undraising. We have also received support f rom AtkinRéalis in the form of match-funding f or their staf f who completed a half marathon f or MFT, and they have also let us use their off ice space (free of charge) in Epsom for some of our meetings. Restricted Funding We would l ike to say thank you to the f ollowing f unders f or the vital restricted f unding they have granted us this year for either one-of f projects or enhancing some of the existing support we of f er. These include: The National Lottery Community Fund who f unded our Financial & Wellbeing Support Service The Community Foundation f or Surrey on behalf of The Gatwick Foundation Surrey County Council f or the All Age Autism Strategy Better Care Fund R C Sherrif f Elmbridge Annual Grant The Clothworkers, Foundation
Achievements & Performance 50 Banstead Neighbourhood Fund Tim Hall, Surrey County Council member f or Mole Valley Elmbridge Partnership Fund The Childwick Trust Toyota GB f or Toyota Community Fund The Surrey Freemasons The Masonic Charitable Foundation The Leatherhead Lions St Peter's Church, Woodmansterne We can truly say that this f inancial year has been a busy one for f undraising, perhaps the busiest we've ever experienced in the last 30 years. Hats of f to all our supporters, and a big thank you too f rom all our staf f. Trustees and clients.
Public Benef it Statement/Funding 51 PUBLIC BENEFIT STATEMENT The Trustees are satisf led that these activities are carried out f or the public benef it, having due regard for the guidance given by The Charity Commission. All Trustees on the Board give their time freely and no remuneration was paid to them. FUNDING Nearly all of our income is received from statutory funders. In our case, approximately 83% of our overall income for 2023-2024 came f rom Surrey County Counci l and NHS Surrey. MFT is directly contracted to deliver services on behalf of . Surrey County Council Social Care, Surrey Heartlands Integrated Care Board, and Surrey and Borders Partnership NHS Foundation Trust (SABP). Over the course of the year, MFT secured funding grants and generous donations f or specif ic purposes, which are classif led as 'restricted f unds,. These are highlighted in the Fundraising section of this report. This source of f unding carries some external condition(s), set by the grantor or donor, governing how it is used, These 'restricted f unds, are just as valuable to MFT and the people we support, but we must take care to ensure these are Separated f rom our unrestricted f unds and spent only to meet the specif ic purpose f or which they were provided. In the f inancial year 2023-2024. we received approximately £225,000 of restricted income, with a large proportion of this f rom the National Lottery Community Fund, along with donations of unrestricted income totalling approximately £28,000, and a legacy of £46,250.
Publ ic Benef it Statement/Funding 52 We received an amount of f unding for services to be provided in the next f inancial year. This can only be booked as income once the contracted services have been performed. In the meantime, the funding received has been recorded as a def erred income liability on our balance sheet as at 31 March 2024. We are required to prepare our f inancial accounts in accordance with the Statement of Recommended Practice (SORP) and to adhere to the 'Accruals' principle. This al lows easier comparison of our perf ormance f rom one year to the next (because the accounts are not impacted by variability in the exact timing of cash inf lows and outf lows). Furthermore. as our gross income exceeded £1 million, we are required to submit our accounts for scrutiny via an independent audit. The Charity receives f unds f rom multiple sources and to meet our objectives. we must spend money for many different purposes. The majority of our income carries no external restriction on how it is spent. though this must always be in accordance with the Charity's objects, These 'unre5tricted f unds, are the lifeblood of the Charity. Income and expenditure in the last f inancial year are explained in detail in the annual Statement of Financial Activities. Given the differences between unrestricted and restricted f unds, the income and expenditure f or each are presented separately.
Publ ic Benef it Statement/Funding 53 The Trustees view the operational surplus. or def icit, in unrestricted f unding for the year to be a key indicator of the f inancial strength of MFT. A surplus can be invested f or the benef it of the people who use our services, or to bolster our reserves. These reserves provide us with a buf f er in the event of adverse impacts from unforeseen events. so we can continue our normal operations. A major def icit, or series of smaller def icits, could damage the Charity's f inances, though this may also be planned for when we seek to invest in f urthering our objects. Our overall net incoming resources for the f inancial year 2023-2024 were £145,057, comprising unrestricted net income of £146,191 of f set by £1,134 of restricted net expenditure. This compares with overall net incoming resources f or 2022-2023 of £60.623. Our operational surplus can principally be attributed to unf oreseen increases in f unding f rom statutory f unders during the year, agreement by some donors to us utilising their grants to fund courses, and savings on operating expenses. This was achieved despite our decision to make a one-of f cost of living support payment to our staf f midway through the f inancial year. The approved budget for 2024-2025 anticipates a modest f urther operational surplus.
Reserves Policy 54 RESERVES POLICY The Charity is primarily f unded through 'f ixed-price, contracts with the local Cl inical Commissioning Group. and Surrey and Borders NHS Foundation Trust (SABP), whi le we have a cost base that we expect to increase in overall terms with time. The Charity must also consider the wide range of risks it faces in the course of its operations and retain suff icient f unding to manage the consequences, should one or more of these risks material ise. For this reason, the Charity seeks to maintain a level of unrestricted free reserves equivalent to, at least, our budgeted unrestricted expenditure f or a period of six month5, which amounts to £912.000 based upon the approved 2024-2025 annual budget. Our unrestricted f ree reserves as at 31 March 2024 were £867,729. This report has been produced in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies. On behalf of the board: Sam Greenhouse Date
Independent Auditor's Report 55 INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF THE MARY FRANCES TRUST Opinion We have audited the f inancial statements of The Mary Frances Trust (the 'charitable company,) f or the year ended 31 March 2024 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and notes to the f inancial statements, including a summary of signif icant accounting policies. The f inancial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 (United Kingdom Generally Accepted Accounting Practice). In our opinion the f inancial statements: give a true and fair view of the state of the charitable company's affairs as at 31 March 2024 and of its incoming resources and application of resources, including its income and expenditure, f or the year then ended,. have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice,. and have been prepared in accordance with the requirements of the Companies Act 2006.
Independent Auditor's Report 56 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 f inancial 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 f inancial statements in the UK, including the FRC'S Ethical Standard. and we have fulfilled our other ethical responsibi lities in accordance with these requirements. We believe that the audit evidence we have obtained is suf f icient and appropriate to provide a basis for our opinion, Conclusions relating to going concern In auditing the f inancial statements, we have concluded that the trustees, use of the going concern basis of accounting in the preparation of the f inancial statements is appropriate. Based on the work we have perf ormed, we have not identif led any material uncertainties relating to events or conditions that, individually or collectively, may cast signif icant doubt on the charitable company's abil ity to continue as a going concern for a period of at least twelve months f rom when the f inancial statements are authorised for issue.
Independent Auditor's Report 57 Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report. Other inf ormation The trustees are responsible for the other information. The other inf ormation comprises the inf ormation included in the Annual Report, other than the f inancial statements and our Report of the Independent Auditors thereon. Our opinion on the f inancial statements does not cover the other inf ormation and, except to the extent otherwise explicitly stated in our report, we do not express any f orm of assurance conclusion thereon. In connection with our audit of the f inancial statements. our responsibi lity is to read the other inf ormation and, in doing so, consider whether the other inf ormation is material ly inconsistent with the f inancial statements or our knowledge obtained in 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 f inancial statements themselves. If , based on the work we have performed. we conclude that there is a material misstatement of this other inf ormation. we are required to report that f act. We have nothing to report in this regard. Opinions on other matters prescribed by the Companies Act 2006 In our opinion, based on the work undertaken in the course of the audit:
Independent Auditor's Report 58 the information given in the Report of the Trustees f or the f inancial year for which the f inancial statements are prepared is consistent with the f inancial statements.. and the Report of the Trustees has been prepared in accordance with appl icable legal requirements. Matters on which we are required to report by exception In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identif led material misstatements in the Report of the Trustees. We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if . in our opinion: adequate accounting records have not been kept or returns adequate f or our audit have not been received f rom branches not visited by us,. or the f inancial statements are not in agreement with the accounting records and returns; or certain disclosures of trustees, remuneration specif led by law are not made,. or we have not received all the inf ormation and explanations we require for our audit; or the trustees were not entitled to take advantage of the small companies exemption from the requirement to prepare a Strategic Report or in preparing the Report of the Trustees.
Independent Auditor's Report 59 Responsibilities of trustees As explained more f ully in the Statement of Trustees, Responsibil ities, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible f or the preparation of the f inancial statements and for being satisf led that they give a true and fair view, and f or 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 f raud 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. Our responsibilities for the audit of the f inancial 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 a Report of the Independent Auditors 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 f rom f raud or error and are considered material if , individually or in the aggregate, they could reasonably be expected to
Independent Auditor's Report 60 influence the economic decisions of users taken on the basis of these f inancial statements. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below: Based on our discussions with the charity's management and the Trustees, we identif led that the following laws and regulations are significant to the entity: Those laws and regulations considered to have a direct ef f ect on the f inancial statements include UK f inancial reporting standards and Charity Law, Those laws and regulations for which non-compliance may be f undamental to the operating aspects of the charity and therefore may have a material ef f ect on the f inancial statements include compliance with the charitable objectives, public benef it, saf eguarding and health and saf ety legislation. These matters were discussed amongst the engagement team at the planning stage and the team remained alert to non-compl lance throughout the audit. Audit procedures undertaken in response to the potential risks relating to irregularities (which include fraud and non-compliance with laws and regulations) comprised of.. inquires of management and the Trustees as to whether the entity complies with such laws and regulations. enquiries with the same concerning any actual or potential litigation or claims,. inspection of relevant legal correspondence.. review of Trustee meting minutes. testing the appropriateness of journal entries,. and the performance of analytical
Independent Auditor's Report 61 review to identif y unexpected movements in account balances which may be indicative of f raud. No instances of material non-compliance were identified. However, the likelihood of detecting irregularities, including fraud. is limited by the inherent difficulty in detecting irregularities, the effectiveness of the entity'5 controls and the nature, timing and extent of the audit procedures perf ormed. Irregularities that result f rom f raud might be inherently more dif f icult to detect than irregularities f rom error. As explained above there is an unavoidable risk that material misstatements may not be detected. even though the audit has been planned and performed in accordance with ISAS (UK). A further description of our responsibilities for the audit of the f inancial statements is located on the Financial Reporting Council's website at www.f rc.org.uk/auditorsresponsibilities. This description forms part of our Report of the Independent Auditors, 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 f or no other purpose. To the f ullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company's members as a body, f or our audit work, for this report, or for the opinions we have formed.
Independent Auditor's Report 62 Signed . Andrew Skilton ACA (Senior Statutory Auditor) For and on behalf of Brewers Chartered Accountants Bourne House Queen Street Gomshall Surrey GU5 gLY Date..
Statement of Financial Activities 63 For Year Ending 31, March 2024 Notes ur¢rIcted Restriettd TolAI Funds TotAI Fund$ Funds Yt8r Ended YeAr Ended 2024 2024 21124 2023 INCOME FROM.. Dovaiio 27.M 46.250 27.798 16.749 Legacl¢s 46250 IKetJmefrom ¢h¢7rlt¢7ble acllvllles 1.622.942 224.643 1.847.587 1.412,598 Ini¢r¢sl 35.639 35,639 9,798 TOTAL 1732 629 74 439 145 EXPENDITURE ON.. Charitable Activities Rai$inB Funds 24.558 24.558 21834 Charitsbl¢ A¢iivili 1.561.880 225,779 1.787.659 1,355.688 TOTAL 1586 438 812217 1378 522 NET INCOME 146.191 (1.134) 145,057 60.623 NET MOVEMENT fuNDS Balan¢es blfivd at 1st April 2023 53 72 721439 BalAnc¢$ elfwd ttt 31. March 2024 874 981 927 119 782 062 The not¢5 on pa8es 58 to 69 forn parfof these acco.
Balance Sheet 64 At 31, March 2024 TOTAL TOTAL )24 2023 N(btei FIXED ASSETS I'an8ible red &ssets 7252 7.578 CURRENT ASSErs Dcbtors CLth at bollk And in hand io 117.542 1 144577 ,262,119 203.837 221233 1.425,070 Crediiors due within one y¢8r li J42 52 650 586 NET CURRENT Assm 919 867 NET ASSET.S FUNDS Unr¢stTi¢ted fvnd$ 874,981 728,7r Reslrid¢d ndS 13 $1138 53272 TiyfAL CHARITY FUNDS The fin#ncio1 staiements have been prepved in pdIn¢¢ wilh the s¢1 provisionsof Part 15 of th¢ Companies Ad 2006 T¢118 to Small mpanI¢s. Under the ClpanIeS Aa 21K6 scdion 454. on voluntary b%515 th¢ Trustees ¢an ameThJ the financi sim¢nts if they prov¢ be deftaiv¢. Approved by th¢ Tnwees on 2024 and signed on theirFh8lf by: G¢hOUSe-chair or Poul MattlKws Trust¢¢s Tru51¢¢ Ch4rity No. 1055113 Company No. 3189443
Cashf low Statement 65 st At 31 March 2024 T(YfAL TOTAL 2024 2023 Nol Net ¢h 8ert¢rAted by operatin8 4cliviti¢s 17 89 Cash flows from investing aclivitl- Purchose of Fixed ass¢ts (5,5801 (4,150) Inler¢st T¢c¢iv¢d N¢t cash provided by inv¢51ing T1¥111¢$ Ch8n8e in cash aThJ cash ¢quiv8lents in the pOdIng period C8$h irtd c#gh tqulvAlenl$ 41 Iht beRlnThlng of ¢he rtportlni perlod 1221333 I J04009 Cash and c•$h eqylvllethts it the end ofihe reportlThR ptrlod 1,144,577 1321233
ti
J
11 y
Notes to the Financial Statement st 71 For Year Ending 31 March 2024 SUPVORTCOSTS Noth 2024 2023 Utyit#thted Re¥trl¢i¢d TotAI Siafftas 16.755 19S.945 179.482 RcTht 42,4 414Q) 41.4(X REt¢5Jt Slrvi 7.776 6,747 Subscripii 1.744 3.144 7.706 MaiAien4r iooio 10.010 B.768 Hvjth & Sllf¢ty 1559 2.559 StthoTrDry 1275 l275 978 5371 5,271 4,267 G)v¢rnn¢¢¢L 1&4 18,480 9.995 016 Iss 2023 COVIRNANCECOSTS LIS dprof¢m1on AthldeVdr Ex1••FM 11401 4475 FIXED AS5KTS Computsr Equlpmenl ProTty Equlgobthi TOMI Iii April 2023 Adthtiam• 1.140 32.$57 5.580 3111 M*¢h 2024 D¢prwlitloh Ill April 2023 Chat8e kf y¢ar 23.875 5.870 s.6 3111 Match 2024 Net boDk v4lw¢ 31st m¢b 2024 314t M4tcb 2023
Notes to the Financial Statement st For Year Ending 31 March 2024 72 2024 2023 DEBTOKS Amounts fallg ithIn0 year.. 'rTadedeb 42.734 184.J30 A¢cnxd income and preYments 203 837 CREDrroRS 2023 AThunts fallingdue wilhin one year.. Trade cr&Jito 13.533 18,584 284.570 25J65 2.208 15.892 607,469 25.017 Accruals Defe¢ income Taxlllion and SO¢ secyrity OlhercRdilo 342 252 12. DEFERRED INCOME ANALYSIS 2023 GPIMHsf3UN 270.(LY) 270,IX)O Recovery Cothr S&fc Hav¢D 109,842 In-R¢A¢h 124.991 82,636 SMI CCLS In¢orne which has been d¢f¢rffd rclat¢s tocohtrncls lo ond eamed. in the finw¢i&l ycar.
Notes to the Financial Statement st 73 For Year Ending 31 March 2024 13. RESTRICTED FUNDS B•l•n¢e B8lIDee OIM4n023 Re¥ource• Expendlture 31103n024 Brickfield Community Furwl Grow th¢ Gam¢ 173 160) 15731 11.2651 b) 573 Music in Nork Pth Fund 1265 d) R¢tum lo Footb1 Oisin Reed Fund 8,943 386 (1.840) 7,489 Nibjre Nurtures Project The Hope Project Foundational Skills for ln¢kncc Arnold Clark Commurtity Fund Wales FAmily Enterprise Trust The Community Found10 for Dorkirtg Projec¢ Tesco Community Fund E&si Surrey Eagles National Lottery Commurtity FuThJ- Finoncial & Wellbeing Support SeThice Leathethe&d & Districl Lions 8.485 (5.223) (3,296) (13.911) {150) (2.715) (1.960) (2.000) (1.000) (201) (167.957) 3262 g) h) 3296 13.911 1.850 2.285 i) k) 3.040 425 167.957 p) q) i.(0 5.000 1,500 6.200 2J50 500 (1.000) (5,000) (765) (400) (929) Asylum S¢¢k¢r$ Supp)rt Pro8r8mme R C Sherriir 733 All-A8¢ Auli$m S¢rateBy Bett¢rCore Elmbrid8¢ BC Annual tir Saini P¢¢e¢$ Church 5.800 1,421 51)0 B8*d N¢i&hbourhood Fund EH5t London NHS Foundalion Trnst (2,282) (1,265) (2.106) (6.400) 814 2.735 Action for Cfjre West Horsl¢y The Clothwork¢rs FoUndlOn 2,106 6.400 i.{0 y) Foot11 Training and Tn (SCC) Fr¢¢mwon3 of Suffty Toyota Community Fund Thr Childwick Trust 5,400 1.750 (1.868) (588) 3,532 bb) cc) dd) 12,(KKI 12.(XK> Elmbridg¢ PArnwrship FWHI 1251 (225,7791 3,975 53272 224,645 52,138 a} Brickfield Community Fund- Brickfield pcer support wup b) Grow the Gamc- Funding for two local football teams c) Music in Nork Park Fund - Parenting project and 8clivities l(Kal to Banstead d} Relum to Football- Fooiball aclivilies c) Oisin R¢cd Fund- Aclivilies and 5UPPOrt for young people and their parents
Notes to the Financial Statement 74 For Year Ending 31, March 2024 O Nature Nurtures Project- Surrry County Council Funding. Workshops to help people connect with nature in their environment g) The Hope Proj¢¢t- Surrey County Council Funding. Using a wmmunity development appmach ¢xplore the th¢me of 'hope' in the community. through a variety ofworkshops and activities h) Foundational Skills for Independ¢n¢¢- Funding re¢¢ived from Surrey County Council to provide a skills and personal development short Course for onyonc wanling to improve their independ¢n¢c i) Arnold Clark Community Fund- Funding for P8r¢nling Groups j) Wates Family EnlcTpfi5e Twst- Funding towards16-25 ycar old mental health support packages k) The Community Foundation for SuTrey- Young Peoplc's Project l) Dorking Proje¢l- Funding received from Shanly Homcs lo deliver tt programme dcsigncd lo improve th¢ emotional wellbeing of local people Close lo their homcs m) Tesco Community Fund - Funding for art supplies, venue hirc and physic81 filncs5 instru¢lor n) Ea51 Surrey Eugles- Funds for Easl Surrey Eagles football tcam aclivili¢5 and cquipment ol National Lollery - Financial & Wellbeing SupEM)rt Service- Joint project beiween MFf, Catalyst. CA Epsom & Ew¢ll and CA Surrey Heath. Support with finan¢es and emoiional w¢llbein8 p) Leaiherhead & District Lions- Venu¢ hire for Mole Vall¢y coffee mornings q) Asylum Seekers Support Prograrnm¢- Delivery of Esol iuiiion io asylum seekers r) R C Sherriff - Art acliviiies in Elmbridge s) AII-ABe Autism Sirniegy Bett¢r Care Fund- Support group for aulislic clients l) Elmbridge BC Annual Gr8nl- Art and craft a¢livilies in Elmbridgc u) Saint Peter's chUh - Loffce and craft adivilies in Woodmansterne v) Banslead Neighbourhood Fund - Wellbeing activities in Bansiead w) Easl London NHS Foundation Trust- Training & 4clivilies for the Sury SUN {Service Us¢r Network) Community x) Action for ColS W¢sl Horslcy Pla¢c- Wellbcing ¢ourse for Action for Carcrs y) The Cloihworkers Foundation - Painting of L1h¢rhead office pr¢miscs z) fooiball Trnining and Team {scc)- fooiball lrnining wsions afl) Fr¢¢m&son5 of Surrcy - Let's Talk programme bb) Toyota Community Fund - Football iraining and match fundin8 cc) The Childwick Trusl- Aclivilie5 lo SUprt men'5 wellb¢ing dd) F.Imbridge Partn¢rship Fund- Peer support in Hersham
Notes to the Financial Staternent 75 st For Year Ending 31 March 2024 I& ANALYSIS OF AssEfs BY FUND Unrestritied Re$trlcted Tot81 Funds Funds Funds 2024 Fixed Sets 7252 7.252 Current &55¢1s 1,209.981 342 252 52.138 1,262,119 342 252 Current liabilities Nel currMt Ass¢L8 867.729 52,138 919,867 Net Asjtls by Fund 2024 874 981 927 119 Net A13eti by Fund 2023 782 062 I& OPERATING LEASE COMMITMEKrs At 31 Mar¢b 2024 the charity had 88ye8fi commitments urtd¢r mn cAn¢¢llabl¢ op¢rotin8 le&8cs &8 set oui lOw. 2024 2023 Wlthln ont y¢Ar Land & Buildings Betweert one And Ilve ytA Oth¢r 530 588 I& LIMITED IIY GUARANTEE The ¢hwity is limiied by guaronl¢e hLs m sh8re Capi. On winding up C StlOry member is liable to contribut¢ a sum not exceeding £I.IM)
Notes to the Financial Statement st 76 For Year Ending 31 March 2024 17. RECONCILIATION OF NET MOVEMENTS IN FUNDS TO Nrr CASH FLOW FROM OPERATING AcfIvITIES 2024 2023 Net mov¢m¢nt In furtdj for the reporllMB perlod (M per the statement of flninelAI ittlvltl¢s) Adjustments for: D¢pr¢ciation ch8r8es lrtl¢r¢st 145,057 60,623 5,158 (9.7981 1164.488) (35.639) 86,295 308 334 De¢re¢/I1C1¢*e) in debr$ Increasel(de¢rease) in creditor5 Net ¢aJh ientrAted by oper¥tlnK #rdvl¢ltJ ANALYSIS OF CASH AND CASH I& EQUIVALEf4TS 2024 2023 CHsh at bank gnd in hand 1144 577 221233 Total c&5h and cash equivwl¢nts 1144 577
Notes to the Financial Statement 77 St For Year Ending 31 March 2024 19. COMPARATIVES FOR THE sfATEMENT OF FINANCIAL ACTIVITY Unre$trleted Re8trlettd Total Funds STATEMENT OF FINANCIAL AcfiviTIES undi Year Ended FOR THE YF.AR ENDED 31st MARCH 2023 2023 2023 2023 INCOME AND ENDOwmEs FROM.. Dom7110ft8 15.889 860 16.749 1.412.598 9.798 I1K0Dfrorn chtsriiable a¢1111 Incomefroim liiveslmenfs Oiher Incou 1.365.972 9.798 46.626 TOTAL 13916$9 1439 145 EXPENDITURE ON.. Charitsbl¢ ewlj I J07 J57 21834 48.331 1,355,688 21834 Oiher iradlngeosis TOTAL 1330 191 1378 522 NET COmE 61.468 18451 60,623 NET MOVEMENT IN FUNDS Balan¢e$ blfiyd at 1st April 2022 067J22 54.117 721,439 Bglancei ¢ifwd #t 31. March 2023