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2021-03-31-accounts

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Health & Happiness
for Yorkshire folk
Annual report
and accounts
2020/21
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Registered Charity No. 1055931

Supporting the work of

Contents

1. Trustee report

2. Accounts

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David, Dave and Rob took on the Yorkshire 3 Peaks
Challenge in September 2020 and raised £250
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Trustee Report

Introduction

The Corporate Trustee presents the EyUp! and its linked charities annual report, together with the financial statements for the year ended 31 March 2021.

The annual report and accounts for the year ended 31 March 2021 have been prepared in accordance with the Charities Act 2011 and the Charities (Accounts & Reports) Regulations 2008.

Objectives and Activities

EyUp! exists to benefit the service users of South West Yorkshire Partnership NHS Foundation Trust (the Trust) across Barnsley, Calderdale, Kirklees and Wakefield. Our funds are not used to support NHS services but to enable us to provide the extras above and beyond normal NHS funding.

These can be extras for inpatient ward areas, such as games and activities, equipment for visiting rooms, resources for sports or creative activities, trips for service users or funding for community groups.

Our objectives as set out in the Trust Deed are:

For any Charitable Purpose or Purposes relating to the National Health Service wholly or mainly for the services provided by South West Yorkshire Partnership NHS Foundation Trust

During the year the charity:

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Achievements and performance

Grant Expenditure

During the year, the committee approved £142k funding for 64 projects to be spent on the objectives of the charity, with designated fund managers spending an additional £11k. These projects will benefit over 8,000 staff, volunteers, and service users across the Trust. Below are examples of the projects supported:

Barnsley

£300 was awarded to the neuro rehab and stroke units at Kendray hospital to purchase a variety of items, including, games, books, jigsaws and games and accessories for their Nintendo Wii.

Children’s therapy were granted £243 to purchase demonstration dolls which are used to demonstrate correct handling techniques, how to position a child in a piece of equipment and how to carry out therapeutic activities. The team use these in therapy groups and were extremely useful for video consultations over the last 12 months.

Calderdale

£461 was awarded to the intensive home based treatment team to provide a ‘self-care package’ to carers. These packages included candles, lavender bags, chocolate hearts, self-care tips, mindfulness exercises.

EIP (early intervention in psychosis) were awarded £481 to purchase an Xbox 1, online subscription and games to set up an online gaming group to reduce social isolation and bring human interaction to service users during lockdown.

Kirklees

Ward 18 in Dewsbury were awarded £180 to purchase a stock of clothing to provide to new admissions on the ward, some of whom arrive with few belongings or appropriate clothing to help them feel safe, improve their experience and maintain privacy and dignity.

£297 was awarded to the older people’s community mental health team for activity items to send to service users at home. Items included seeds, compost and plant pots, colouring books and pencils, puzzle books and wool and knitting needles.

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Wakefield

CAMHS REACH team (who provide urgent and home based treatment and support for young people) were awarded £1,015 to create and deliver wellbeing packs to the young people they support. These included mindfulness colouring and challenges, positive quotes and face paints, the packs were a way of keeping young people occupied, whilst letting them know the team was there for them.

The following quotes were from the young people who received the packs

I didn’t expect this… it’s really nice Is that for me? Oh wow – that’s amazing! What have I done to deserve this?

Horizon Centre at Fieldhead (which is a specialist short term assessment and treatment unit for people with a learning disability) were awarded £944 to purchase items for their outside area, including outdoor games and activities, seating and decorations.

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Forensic services

Newton Lodge were awarded £1,846 to purchase items for 7 wards within the unit. This included gardening equipment, pamper packs, outdoor and indoor games and activity sets.

Waterton Ward were awarded £310 to purchase a digital camera. This is used to teach photography, produce art and to record different snippets and memories of therapies undertaken by the service users.

Trustwide

The perinatal mental health team helps women during and after pregnancy, this includes peer-led support sessions. The team was awarded £530 for wellness packages to give to women approaching discharge from the service. The packages included pocket sized flash cards with self-care tips, meditation and breathing exercises, colouring sheets and information on websites and alternative therapies.

Thank you so much for the wellness package, I cried when I opened it, I can’t believe you took so much time to make the box, especially for me. I’ve bought more colouring and special crayons and I’ve found it really helpful when I feel overwhelmed

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During lockdown EyUp! funded wellness packages
for service users of our Perinatal Services.
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£46,011 of the NHS Charities Together stage 1 grant was used to purchase water bottles and well-being packs which were distributed to every member of staff, volunteer, and governor.

Well! I received my wellbeing pack through the post and what can I say – it’s fantastic! Thank you so very much to everyone involved in selecting, buying, packing and distributing them. I don’t know who thought about what should go in the packs, but they are absolutely perfect for tired, busy, hard-pressed staff. I can tell that every single item has been chosen with great care and thought

Jason, member of Team Burma took part in the Yorkshire Charity Challenge 2020 and raised £115

Kurtiss, local community fundraiser, made vintage tea cup candles to sell from the end of his drive during lockdown and helped raise £128.62

Charlene-Sibanda, BAME workforce health and wellbeing practitioner funded by EyUp!

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Fundraising

COVID-19 affected the normal fundraising activities of EyUp! as regular events such as the Christmas fairs and football tournament could not take place. We would like to thank members of staff and the public for taking part in events and fundraising for us.

EyUp! pays for a fundraiser who coordinates the in-house events and supports individuals who want to raise funds for EyUp!. In March 2021 the Trustee approved EyUp! to become a member of the Fundraising Regulator and as such will follow the Code of Fundraising Practice. Any individual raising funds for EyUp! has an agreement to sign beforehand. No complaints were received in 2020/21 in respect of fundraising activities of EyUp!

NHS Charities Together

EyUp! became a member of NHS Charities Together in April 2020. The charity supports all NHS charities and received over £150m in public donations in response to the COVID-19 pandemic. By becoming a member EyUp! was eligible to receive grant funding from NHS Charities Together.

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Without the funding from NHS Charities Together EyUp! would not have been able to support staff, volunteers, and service users as much as they have over the last 12 months.

Plans for the future

The Trustee recognises that the fundraising activities have changed over the last 12 months and is grateful for the monies from NHS Charities Together. Depending on national guidelines we hope to begin some fundraising events towards the end of 2021/22. Expenditure on small grants will continue at a higher rate in 2021/2022 as well as further expenditure of the NHS Charities Together grants. Other planned activities include:

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Launched in 2011, Creative Minds became a linked charity of EyUp! in 2016, and focusses on the use of creative approaches and activities in healthcare; increasing self-esteem, providing a sense of purpose, developing social skills, helping community integration and improving quality of life.

Our linked charity develops community partnerships to not only co-fund but also co-deliver projects for local people and all the projects are supported on a match-funded basis. The term match-funded refers to the requirement of partners to provide funding of an equal or greater basis for each project.

Creative Minds considers bids for funds through locality collectives made up of service users/carers, Trust staff and community representatives. The collectives look for a balanced portfolio of projects across the Trust districts, taking into account the types of activity, the client group and the service that will benefit. Where projects show a weakness in any of the categories, support is given to the organisation to look for a way forward.

Creative Minds is an award-winning approach: Health Service Journal Compassionate Patient Care Award 2014, Patient Experience Network Award 2015 and Building Better Health Care Award 2016. In 2018, Creative Minds was named Disability Sports Yorkshire Organisation of the Year, which we are very proud of.

Building on the work completed with funding from Health Foundations Q Exchange funding, Creative Minds have been further developing our community reporting model for evaluating projects and understanding the needs of our community. Community reporters have been trained across the Trust geographic areas to understand the experiences of people from black, Asian and minority ethnic and other vulnerable groups in terms of the impact of COVID-19 and how creative activities might help. Funding has been received from NHS Charities Together and Association of Mental Health Providers to develop projects that will meet their needs. The learning will be shared at the virtual Microsystems Festival 2021.

In response to the ongoing situation with COVID-19, Creative Minds have worked with our partners to support project participants very differently. Partners have been keeping in contact with participants by phone in terms of support and delivered projects remotely via websites, mail outs and social media. Links to online content that offer support or engage people in creative activities online were posted online. There has been a big increase in the

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numbers of people we have connected with using these methods and we will look at how this might shape future projects. Creative Minds has also been linking with the Trust’s Recovery Colleges and other community organisations to share ideas and supporting each other.

Work on ‘Safety nets’, a young people’s sport and wellbeing programme, is continuing to grow and develop across Yorkshire. In response to COVID-19 an online version of the programme “Home goals” has been developed and is being supported by CAMHS teams across the Trust. Creative Minds have also started to develop a ‘buddy scheme’ in Barnsley with funding from public health. Our approach is looking at developing a much broader accredited scheme that will involve local clubs and groups to host our volunteer buddies. The singing project funded by Children in Need has been adapted to be delivered virtually, and a film to encourage participants to attend was developed.

https://www.youtu.be/vIM53ZhOeYw

Creative Minds supported 33 projects in 2020/21 with 94 partners, delivering over 12,000 contacts with Service Users, below are some examples.

Barnsley

Barnsley libraries were awarded £1,500 to produce online videos which were shared on social media platforms, including story and rhyme videos to be shared with families at home during lockdown, online stories in a variety of formats including song and rhyme, spoken word, Makaton and British Sign Language and special guest videos.

Creative Recovery were awarded £3,000, to hold weekly online sessions, including artmaking, poetry, meditation and short films. The money was also used to produce an online portal of content and to send out UPLIFT packs for service users who are not online.

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Calderdale

Verd de Gris were awarded £1,600 for “Behind The Mask”, a series of weekly multi-platform online sessions for women experiencing anxiety and stress through isolation.

Handmade Parade were awarded £3,000 for the “Release” project, which represents the freedom of birds, whether it is escaping the confines of lockdown, own minds or mental health struggles, physical environment, home circumstance or being detained under the Mental Health Act. Participants, including inpatient units across Calderdale, created birds which were photographed and uploaded to an online gallery.

Kirklees

TSL were awarded £1,000 for “Words in Mind”, a project to create an anthology to document how COVID-19 has influenced the lives of people in Kirklees and to record it as a work of social history for the future. The project enabled the participants to focus on the positives in their lives and reflect on good experiences to help channel feelings and emotions in a positive way.

Huddersfield Mission were awarded £1,000 for their “Moodwriting” project which sent a mail out to 500 people containing a range of creative ideas and information. The mailing highlighted the need to look after our wellbeing, encouraged creative writing and highlighted support services available.

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Wakefield

Dream Time Creative were awarded £2,700 for “Doorstep Creations” to produce packs with contents and instructions to make different creative items, including rag rugs. The project aimed to deliver creativity to homes to allow participants respite through creativity.

If you feel that the Creative Minds approach could help you to find a creative passion that would improve your health and wellbeing, get in touch at creativeminds@swyt.nhs.uk and find more information at www.creativemindsuk.com

Plans for the future

Creative Minds is 10 years old this year. To mark this milestone, a series of events and activities will be held throughout the year, depending on COVID-19 restrictions. This will include:

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Spirit in Mind (“SIM”) links faith-based organisations with SWYPFT. Working with faith leaders, community workers and SWYPFT staff SIM promotes a deeper awareness in the wider community of mental health priorities and encourages local responses to supporting people with mental health needs. SIM was awarded charity status in May 2017.

SIM’s activity over the past twelve months has largely taken place online. This has involved the transfer of the training events and professional development and networking programme outlined in the 2020/21 annual report onto digital platforms.

SIM’s three charitable objects have been achieved by innovative patterns of coworking between SIM associates and pastoral care staff and volunteers.

This has included a regular mental health and wellbeing publication detailing sources of Covid support and advice, developed to maintain contact with people at risk of social isolation, particularly mental health service users. Published on a three-weekly basis ‘The Mountain Hare’ includes humour

and practical health related advice together with contributions from service users in both print and digital form. Discussions with stakeholders are currently underway regarding the continuation of the publication post-Covid in a format which provides opportunity for greater in-depth reporting of developments in holistic approaches to mental health care and recovery.

Successful funding applications to two canine charities have allowed the further roll out of the canine befriending service available on Trust wards, in care homes and other residential facilities. Four canine befrienders have been recruited, trained and registered through the scheme and as well as befriending duties they will also be taking on a SIM promotional role at public and other events.

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The online programme of SIM events over the past twelve months has included:

In addition, over the past twelve months SIM has given online presentations of the charity’s work to several national and regional organisations:

Plans for the future

Over the next 12 months SIM plans to build on existing close working relationships with local faith-based organisations to develop community-based responses to Covid-related mental health concerns.

As well as continuing to provide a programme of training and community building events, SIM is also actively seeking additional funding to provide appropriate training and supervision for faithbased organisations to develop support initiatives around social isolation and bereavement and loss.

If circumstances allow, the well-established conference programme will continue with further large-scale events bringing together a wide cross-section of faith leaders, community activities and NHS professionals around topics of shared mental health concern.

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The Mental Health Museum (MHM) has been a linked charity since 2014 and is located in the heart of Fieldhead Hospital, Wakefield. The museum’s extraordinary collection aims to support the empowerment of people; joining people together to combat mental health stigma, prejudice and promote mental wellbeing. The museum works with its communities to co-create a mindful, knowledgeable and active society.

Due to the current situation with COVID-19 the Museum is closed to the public. The MHM is exploring how the museum might be accessed virtually and how it can offer activities and contact delivered remotely via websites, mail outs and social media.

During 2020/21 the museum:

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The Empowering Heritage Project took place at the MHM between May 2019 – Dec 2020, funded by the National Lottery Heritage Fund. The ambitious project set out to develop and share more widely the collections of the Mental Health Museum in Wakefield and deliver community engagement activity that made a measurable difference to the lives of some of the most vulnerable and marginalised people in the area.

In the timeframe of the project, we have faced unprecedented challenges nationally due to the pandemic, which has placed even greater pressures on individuals. Despite this, the project has delivered substantially against its original objectives, as well as addressing these new demands, offering a crucial lifeline to those who needed it.

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The connection to the collection and history has given the project greater weight and validation. There is a great deal more that can be done to continue to engage service users and the public in this evolving conversation and the MHM is well-placed to lead this with the right level of capacity and resources. The project has shown the potential to work in partnership with other museums to help them to explore the history of mental health.

Covid certainly challenged the project, but it also highlighted the value of an agile small resource in adapting to circumstances. Extending the project timescale has also showed the benefits of a longer-term approach. The MHM is now in a better position to understand its future and potential.

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Plans for the future

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Financial review

How we funded our work, achievements

and performance

In 2020/21, the charities received income of £872k and spent £565k. At the end of the year the charities had a balance of £866k.

EyUp!

EyUp! received income of £339k from donations, fundraising, sale of goods, lottery, grants, and interest. This includes:

Donations and trading activities (which include the EyUp! lottery and fundraising events) have decreased from £77k (2019/20) to £67k (2020/21). This reduction was due to COVID-19 as we have been unable to hold our regular fundraising events. These donations are mainly from staff, service users, carers, relatives, and friends. An additional restricted donation of £45k was received in respect of NHS Wakefield CCG.

£227k was received in the form of grants from NHS Charities Together.

Expenditure of £195k was spent on grant making, staff costs, administration fee, and prizes and admin costs relating to the lottery. A wide variety of purchases were funded, ranging in value, and as exemplified in the aforementioned projects.

At 31 March 2021 EyUp! had funds carried forward of £344k.

Creative Minds

Creative Minds received income of £460k, of which £281k was received from the Trust. Other income was from grants (including £25k from Barnsley Council, £97k from Calderdale CCG and £40k from the Association of Mental Health Providers), interest and a few small donations.

During the year expenditure of £296k was spent, £76k was on small grants, £217k on staff costs (including staff time on grant projects) and £3k on administrative costs.

At 31 March 2021 Creative Minds had funds carried forward of £487k.

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Mental Health Museum

Mental Health Museum received income of £61k, of which £60k was received from the Trust, and the remaining income was from donations.

Expenditure of £64k was spent in year, this was on staffing (this includes staff time on the Heritage Lottery Fund project) and minimal expenditure in other areas.

At 31 March 2021 Mental Health Museum had funds carried forward of £32k.

Spirit in Mind

Spirit in Mind received income of £12k, of which £9k was received from the Trust and £3k in grants.

Expenditure of £10k was spent in year. The majority (£9k) relates to staff costs, £1k relates to the activities of Spirit in Mind including the canine befriending project and training, and minimal expenditure on administration.

At 31 March 2021 Spirit in Minds had funds carried forward of £3k.

A wide variety of purchases were funded, ranging in value and as exemplified in the aforementioned projects.

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Barnsley EyUp! Cup
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How we manage the money

Our grant making policy

EyUp!

EyUp! makes grants from its unrestricted funds, both general and designated funds. Any applications requesting grants over £5000 are referred to the Charitable Funds Commitee for a final decision.

Creative Minds

Creative Minds develops community partnerships to co-fund and co-deliver projects for local people and all the projects are supported on a match-funded basis. The term match-funded refers to the requirement of partners to provide funding of an equal or greater basis for each project.

Creative Minds invites applications for funding for each locality they work in annually. Applications are assessed through locality collectives made up of service users, carers and Trust staff using the Young foundation community development tool. Where projects show a shortfall, the collectives try to work with the organisation to strengthen the bid. The collectives also look for a balanced portfolio of projects across the Trust districts, taking into account the types of activity, the client group and the service that will benefit.

The Mental Health Museum and Spirit in Mind do not make grants.

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Risk analysis

The Trustee reviews risk as part of the charity action plan at each meeting and within the business plan. The main risk facing the charities is financial sustainability.

Our investment policy

The current policy (agreed in December 2019) is to invest funds in a mix of deposit accounts. The Corporate Trustee takes a prudent approach to investment and holds the funds in low risk deposit accounts across various providers.

Our reserves policy

Under the guidance of the Charities Commission booklet ‘CC19, Charities Reserves’ and ‘Charity reserves: building resilience’, the Corporate Trustee agreed the following reserves policy, which is reviewed annually.

EyUp! reserves policy

Funds held by EyUp! that are unrestricted are classed as reserves under Charities SORP (FRS 102).

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The charity has a general legal duty to apply charitable funds within a reasonable time of receiving them. The Corporate Trustee actively encourages fund managers to spend their funds and encourages staff to bid against the general purpose funds.

The Trustee policy is to keep funds to the minimum required to cover approved commitments in the belief that donations are made with the intention and expectation that they will be spent accordingly.

In order to avoid the risk of the charity’s reserves becoming overdrawn it is considered prudent to hold a minimum 3 months’ operating expenditure, plus one year’s salary for the fundraiser post. This is calculated at £34k. If the balance fell to this level then the committee would revise the strategy and plan for the charity.

The reserves currently stand at £81k and are calculated as follows:

Total unrestricted funds of £200k Less designated funds (£119k) Total reserves £81k

The Trustee reviews the balances held in designated funds, in accordance with the provisions of the NHS Acts relating to charitable funds, to determine whether these funds are likely to be committed in the near future and the extent to which there is a continuing need identified for any particular designated fund(s). The funds are reviewed on an annual basis and any inactive funds are closed and the balance transferred to general funds.

Expenditure is reviewed quarterly at the Charitable Funds Committee to ensure that the minimum level of reserves is maintained. Reserves are currently slightly higher than the minimum required, it is anticipated that these will reduce further in 2021/22 to be in line with the expected reserves.

Creative Minds reserves policy

Creative Minds is funded by specific grants for projects and by general contribution by the Trust. Monies given as specific grants are classed as restricted and are excluded from the reserves policy. A minimum of one month’s operating expenditure is held as reserves. A significant proportion of Creative Minds’ expenditure is planned grant expenditure, so if funds are reduced to this level then plans can be revised.

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Mental Health Museum reserves policy

The Mental Health Museum is primarily funded by specific grants with small donations by visitors. Monies given as specific grants are classed as restricted and are excluded from the reserves policy. The Trustee has deemed that at this point the charity does not need to hold reserves.

Spirit in Mind reserves policy

Spirit in Mind is primarily funded by specific grants. Monies given as specific grants are classed as restricted and are excluded from the reserves policy. The Trustee has deemed that at this point the charity does not need to hold reserves.

Volunteers

EyUp! and its linked charities would like to thank all the volunteers who have contributed to the charities in 2020/21. This includes being part of the running of the charities and helping make grant funding decisions for Creative Minds. They have all contributed to the success and growth of the charities and the charities continue to be grateful for their help and time.

Ambassadors

Ambassadors do not have any formal role in the governance of the charity but assist by gaining publicity and raising our profile:

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Structure, governance and management

South West Yorkshire Partnership NHS Foundation Trust is the Corporate Trustee of the Charity governed by the law applicable to Trusts, principally the Trustee Act 2000 and the Charities Act 2011.

Corporate trustee

The Corporate Trustee comprises the non-executive and executive directors of the Board of South West Yorkshire Partnership NHS Foundation Trust (SWYPFT) and meets quarterly. Non-executive directors are appointed by the governors of the Trust and executive directors are subject to the Trust’s recruitment policies. When directors join the Corporate Trustee, they are introduced to the charity, its objectives, and Charity Commission guidance (CC3).

The members of the Corporate Trustee have read and had regard to the Charity Commission’s guidance on public benefit. They give their free time freely and do not receive any pay, emoluments, or other financial benefit.

Those who served on the Corporate Trustee during the period were as follows:

Angela Monaghan Chair Charlotte Dyson Deputy chair / Senior independent director Laurence Campbell (left 31/08/20) Non-executive director Mike Ford (appointed 01/09/20) Non-executive director Chris Jones Non-executive director Erfana Mahmood Non-executive director Kate Quail Non-executive director Sam Young Non-executive director Rob Webster Chief executive Tim Breedon Director of nursing and quality / Deputy chief executive Mark Brooks Director of finance and resources Alan Davis Director of human resources, organisational development and estates Dr Subha Thiyagesh Medical director

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Charitable Funds committee

The Corporate Trustee is supported in its responsibilities and duties by the Charitable Funds Committee, which meets quarterly. Its duties include managing the Trust’s charitable funds in accordance with statutory requirements; ensuring expenditure is in line with the objects of the charities; delegating responsibility for the management of designated charitable funds and the linked charities; fundraising for the charity; ratifying the annual report and accounts; and reviewing the effectiveness of the Committee.

The members of the Charitable Funds Committee during the period were as follows:

Erfana Mahmood (Committee Chair) Non-executive director Charlotte Dyson (left 15/09/2020) Deputy chair / Senior independent director Mike Ford (from 24/11/2020) Non-executive director Angela Monaghan Chair of the Trust Tim Breedon Director of nursing and quality / Deputy chief executive Salma Yasmeen Director of strategy (lead executive director)

All members of the Committee are required to undertake suitable training in order to discharge their duties as members of the Committee.

The Charitable Funds Committee is supported by the EyUp! Operational Management Group and the Linked Charities Group, both of which report to the Committee.

The day to day operations of the charitable funds are administered by South West Yorkshire Partnership NHS Foundation Trust.

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Reference and administrative details

EyUp! is registered under the single registered number 1055931.

The governing document is a deed dated 1st April 1996.

The MHM is a linked charity registered under number 1055931-12. Its objectives are for any charitable purposes relating to the South West Yorkshire Partnership NHS Foundation Trust or relating to the health service by advancing the education of the public on the subject of mental health.

Creative Minds is a linked charity registered under number 1055931-13. Its objectives are for any charitable purposes relating to the South West Yorkshire Partnership NHS Foundation Trust or relating to the health service by relieving sickness and preserving health and wellbeing and by promoting social inclusion for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are socially excluded, and assisting them to reintegrate into society.

Spirit in Mind is a linked charity registered under number 1055931-14. Its objectives are for any charitable purposes relating to the South West Yorkshire Partnership NHS Foundation Trust or relating to the health service by the promotion of racial harmony for the public benefit by advancing education and raising awareness of mental health issues relating to culture and religion, and advancing racial harmony through the provision of cross-cultural activities which enhance health and wellbeing.

How to contact us

EyUp!

Fieldhead Ouchthorpe Lane Wakefield WF1 3SP

Bankers: National Westminster Bank 3 Ropergate Pontefract West Yorkshire WF8 1LH

External examiner: Deloitte LLP One City Square Leeds LS1 2AL

Internal auditor: 360 Assurance Riverside House Bridge Park Road Thurmaston Leicester LE4 8BL

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A big thank you

On behalf of the staff and service users who have benefitted from improved services due to donations and

legacies, the Corporate Trustee would like to thank all service users, relatives, carers, members, the general public and staff who have made charitable donations, participated in the lottery, and supported the work of the charities.

Support the work of EyUp!

Thank you for reading about the projects that the charity has supported this year, this cannot continue without ongoing donations.

What could your gift buy?

£1 could buy colouring pens for an art session £10 could buy a DVD for a ward £20 could buy seeds and plants for a gardening group £30 could buy books to start a ward library £50 could buy arts and crafts materials £100 could buy a water feature for a sensory garden £150 could buy a day trip for service users £300 could buy a portable piano for a ward £500 could buy start-up costs for a new activity group

If you would like to make a donation: Through your bank :

Pay direct to the charity donation account, 54-30-64, account code 42591511 By Just Giving: Donate online at www.justgiving.com/EyUp By Cheque:

Please make cheques payable to “EyUp!” and send to EyUp!, South West Yorkshire Partnership NHS FT, Fieldhead Hospital, Block 9, Ouchthorpe, Wakefield, WF13SP.

Signed:

Name: Angela Monaghan

Date: 28th September 2021

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Statement of trustee responsibilities in respect of the trustee annual report and accounts

Under charity law, the Trustee are responsible for preparing the Trustee annual report and accounts for each financial year, which show a true and fair view of the state of affairs of the Charity and of the excess of expenditure over income for that period.

In preparing these financial statements, generally accepted accounting practice entails that the Trustee:

The Trustee is required to act in accordance with the Trust Deed and the rules of the Charity, within the framework of trust law. The Trustee are responsible for keeping proper accounting records, sufficient to disclose at any time, with reasonable accuracy, the financial position of the Charity at that time, and to enable the Trustee to ensure that , where any statements of accounts are prepared by the Trustee under section 132(1) of the Charities Act 2011, those statements of accounts comply with the requirements of regulations under that provision. The Trustee have general responsibility for taking such steps as are reasonably open to the trustee to safeguard the assets of the Charity and to prevent and detect fraud and other irregularities.

Signed on behalf of the trustee:

Angela Monaghan Signed: ____ Name:____ Date:_______28th September 2021

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Taylors of Harrogate kindly donated Yorkshire Tea parcels to EyUp! to
distribute to the Trust Covid Vaccination Centres to help keep staff hydrated
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Independent examiner’s report to the trustee of EyUp!

I report to the trustees on my examination of the accounts of EyUp! (“the Trust”) for the year ended 31 March 2021 which comprise the income and expenditure account, the balance sheet and the related notes 1 to 21.

This report is made solely to the charity’s trustees, as a body, in accordance with section 145 of the Charities Act 2011 and regulations made under section 154 of that Act. My work has been undertaken so that I might state to the charity’s trustees those matters I am required to state to them in an independent examiner’s report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity’s trustees as a body, for my work, for this report, or for the opinions I have formed.

Responsibilities and basis of report

As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the 2011 Act”). You are satisfied that your charity is not required by charity law to be audited and have chosen instead to have an independent examination.

I report in respect of my examination of your charity’s accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner’s statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of Institute of Chartered Accountants in England & Wales, which is one of the listed bodies.

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I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements 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; or

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Sarah Anderson FCCA for and on behalf of Deloitte LLP Leeds, United Kingdom

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EyUp! and linked charities statement of financial activities for the year ending 31 March 2021

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2021 2020
Note Unre- Re- Total Unre- Re- Total
stricted stricted Funds stricted stricted Funds
funds funds 2021 funds funds 2020
£000 £000 £000 £000 £000 £000
Income from:
Donations and 4 27 271 298 27 383 410
legacies
Charitable activities 4 0 533 533 0 30 30
Other trading 5 40 0 40 50 0 50
activities
Investments 7 0 1 1 1 1 2
Total income 67 805 872 78 414 492
Expenditure on:
Raising funds 8 (42) 0 (42) (46) 0 (46)
Charitable activities
Service user educa- 9 (25) (493) (523) (26) (380) (406)
tion and welfare
Total expenditure (67) (498) (565) (72) (380) (452)
Net income / (ex- 0 307 307 6 34 40
penditure)
Transfers between 20 0 0 0 0 0 0
funds
Net movement in 0 307 307 6 34 40
funds
Reconciliation of funds
Total funds 200 359 559 194 325 519
brought forward
Total funds 200 666 866 200 359 559
carried forward
----- End of picture text -----

Restricted funds incorporate the linked charities and within EyUp!, the funds held from NHS Charities Together and NHS Wakefield CCG.

EyUp! and linked charities balance sheet as at 31 March 2021

----- Start of picture text -----
Balance she et Note Unre- Re- Total Unre- Re- Total
stricted stricted Funds stricted stricted Funds
funds funds 2021 funds funds 2020
£000 £000 £000 £000 £000 £000
Current assets
Debtors 16 2 55 57 0 0 0
Cash and cash 17 202 639 841 203 401 604
equivalents
Total current 204 694 898 203 401 604
assets
Liabilities
Creditors falling 18 (4) (5) (9) (3) (0) (3)
due within one
year
Accruals 18 0 (23) (23) 0 (42) (42)
Net current as- 200 666 866 200 359 559
sets (liabilities)
Total net assets 200 666 866 200 359 559
or liabilities
The funds of the charity:
Restricted in- 0 666 666 0 359 359
come funds
Unrestricted 200 0 200 200 0 200
income funds
Total charity 200 666 866 200 359 559
funds
----- End of picture text -----

The notes at pages 34 to 55 form part of these accounts

Signed: ____ Angela Monaghan Name:_______

Date:____28th September 2021

35

EyUp! and linked charities statement of cash flows for the year ending 31 March 2020

----- Start of picture text -----
Statement of cash flows Note Total Total
funds funds
2020/21 2019/20
----- End of picture text -----

Statement of cash flows Note Total
funds		 Total
funds
2020/21 2019/20
Cash flows from operating activities
Net cash provided by (used in) operating
activities		 19 236 54
Cash flows from investingactivities
Interest received 7 1 2
Net cash provided by (used in) investing
activities		 1 2
Change in cash and cash equivalents in the
reporting period		 237 56
Cash and cash equivalents at the beginning
of the reporting period		 604 548
Cash and cash equivalents at the end of the
reporting period		 841 604

Notes on the accounts

1. Accounting policies

(a) Basis of preparation

The financial statements have been prepared under the historic cost convention, with the exception of investments which are included at fair value. The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and the Charities Act 2011.

The Trustee have a reasonable expectation that EyUp! and its linked charities have sufficient resources to continue in operational existence for the foreseeable future. For this reason they continue to adopt the going concern basis in preparing the accounts. In making this assertation the Trustee has taken several considerations into account, budgets for 2021/22 have been approved by the Trustee which demonstrate that each one has funding streams and expenditure plans in place.

36

(b) Funds structure

Where there is a legal restriction on the purpose to which a fund may be put, the fund is classified either as:

Restricted funds are those where the donor had provided for the donation to be spent in furtherance of a specified charitable purpose.

Endowment funds arise when the donor has expressly provided that the gift is to be invested and only the income of the fund may be spent. EyUp! and the linked charities currently have no endowment funds.

Those funds which are neither endowment nor restricted income funds, are unrestricted income funds which are sub analysed between designated (earmarked) funds where the trustee have set aside amounts to be used for specific purposes or which reflect the non-binding wishes of donors and unrestricted funds which are at the trustee discretion, including the general funds which represent the Charities reserves. The major funds held in each of these categories are disclosed in note 21.

(c) Income

All income is recognised once the charity has entitlement to the resources. It is probable (more likely than not) that the resources will be received and the monetary value of incoming resources can be measured with sufficient reliability.

When there are terms or conditions attached to income, particularly grants, these terms or conditions must be before the income is recognised as the entitlement condition will not be met until that point. Where the terms or conditions have not met or uncertainty exists as to whether they can be met then the relevant income is not recognised in the year but deferred and shown on the balance sheet as deferred income.

(d) Income from legacies

Legacies are accounted for as income either upon receipt or where the receipt of the legacy is probable.

Receipt is probable when:

37

If there is uncertainty as to the amount of the legacy and it cannot be reliably estimated then the legacy is shown as a contingent asset until all of the conditions for income recognition are met.

(e) Expenditure and irrecoverable VAT

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to each category of expense shown in the Statement of Financial Activities. Expenditure is recognised when the following criteria are met:

Irrecoverable VAT is charged against the category of resources expended for which it was incurred.

(f) Recognition of expenditure and associated liabilities as a result of grant

Grants payable are payments made to third parties in the furtherance of the charitable objects of the Fund.

Grant payments are recognised as expenditure when the conditions for their payment have been met or where there is a constructive obligation to make a payment.

A constructive obligation arises when:

The trustee has control over the amount and timing of grant payments and

38

consequently where approval has been given by the trustee

and any of the above criteria have been met then a liability is recognised. Grants are not usually awarded with conditions attached. However, when they are then those conditions have to be met before the liability is disclosed.

Where an intention has not been communicated, then no expenditure is recognised but an appropriate designation is made in the appropriate fund. If a grant has been offered but there is uncertainty as to whether it will be accepted or whether conditions will be met then no liability is recognised but a contingent liability is disclosed.

(g) Allocation of support costs

Support costs are those costs which do not relate to a single activity. These include some staff costs, costs of administration, internal and external examiner costs. Support costs have been apportioned to charitable activities on an appropriate basis. The analysis of support costs and the bases of apportionment applied are shown in note 12.

(h) Fundraising costs

The costs of raising funds are those costs attributable to raising income for the charity, other than those costs incurred in undertaking charitable activities or the costs incurred in undertaking trading activities in furtherance of the Charity’s objects. The costs of raising funds include the prizes paid out in respect of the lottery.

(i) Charitable activities

Costs of charitable activities comprise all costs incurred in the pursuit of the charitable objects of the charity. These costs, where not wholly attributable, are apportioned between the categories of charitable expenditure in addition to the direct costs. The total costs of each category of charitable expenditure include an apportionment of support costs as shown in note 12.

(j) Debtors

Debtors are amounts owed to the charity. They are measured on the basis of their recoverable amount.

(k) Cash and cash equivalents

Cash at bank and in hand is held to meet the day to day running costs of the charity as they fall due. Cash equivalents are short term, liquid investments.

39

(l) Creditors

Creditors are amounts owed by the charity. They are measured at the amount that the charity expects to have to pay to settle the debt.

Amounts which are owed in more than a year are shown as long term creditors.

(m) Pensions

EyUp! does not directly employ staff, staff working on the charity are directly employed by South West Yorkshire Partnership NHS FT, with the full costs recharged to EyUp! As employees of the Trust they are entitled to join the NHS Pensions Scheme.

The 2015 NHS Pension Scheme, effective 1 April 2015, is a ‘Career Average Revalued Earnings’ (“CARE”) scheme. From the above date, annual pensions are normally based on 1/54th of a members CARE for each year of service. CARE is defined as a member’s average earnings in a financial year, and is uplifted annually by a percentage determined by the Treasury. Members who are practitioners as defined by the Scheme Regulations are subject to exactly the same arrangements as all members who are directly employed by the NHS, with effect from the above date.

The 1995/1998 is a “final salary” scheme. Annual pensions are normally based on 1/80th for the 1995 section and of the best of the last 3 years pensionable pay for each year of service, and 1/60th for the 2008 section of reckonable pay per year of membership. With effect from 1 April 2008 members can choose to give up some of their annual pension for an additional tax free lump sum, up to a maximum amount permitted under HMRC rules. Annual increases are applied to pension payments at rates defined by the Pensions (Increase) Act 1971, and are based on changes in consumer prices in the twelve months ending 30 Septembers in the previous calendar year. On death, a pension of 50% of the member’s pension is normally payable to the surviving spouse.

The Scheme is subject to a full actuarial valuation every four years, and an IAS 19 accounting valuation every year. The results form the latest valuation as at 31 March 2016 set the employer contribution rate at 20.6% of pensionable pay.

The valuation of scheme liability in accordance with IAS19 is carried out annually by the Scheme Actuary. The latest assessment of the liabilities of the Scheme is contained in the Scheme Actuary report, which forms part of the annual NHS Pension Scheme (England and Wales) Resource Account, published annually. These accounts can be viewed on the NHS Pensions website.

The NHS Pension Scheme has 2 schemes, both are an unfunded, defined benefit scheme that covers NHS employers, General Practices and other bodies, allowed under the direction of the Secretary of State in England and Wales. Each scheme is not designed

40

to be run in a way that would enable participating bodies to identify their share of the underlying Scheme assets and liabilities. Therefore, each Scheme is accounted for as if it were a defined contribution scheme: the cost to the charity of participating in the Scheme is taken as equal to the contributions payable to the Scheme for the accounting period.

2. Prior year comparatives by type of fund

The primary statements provide prior year comparatives in total; this note provides prior period comparatives for the statement of financial activities and the balance sheet for each of the funds included in the notes to the accounts. (pages 31 to 32).

Betty & Sean, members of Team Generation Game took part in the EyUp! Yorkshire Charity Challenge event cycling 103km each helping to raise £506.25

41

EyUp! unrestricted funds – statement of financial activity for the year ended 31 March 2021

----- Start of picture text -----
2021 2020
£'000 £'000
Income and endowments from:
Donations and legacies 27 27
Other trading activities 40 50
Investments 0 1
Total income resources 67 78
Expenditure on:
Raising funds (42) (46)
Charitable activities (25) (26)
Total expenditure (67) (72)
Net income / (expenditure) 0 6
Transfers between funds 0 0
Net movement in funds 0 6
Reconciliation of funds
Total funds brought forward 200 194
Total funds carried forward 200 200
----- End of picture text -----

42

EyUp! unrestricted funds – balance sheet as at 31 March 2021

----- Start of picture text -----
2021 2020
£'000 £'000
Current assets
Debtors 2 0
Cash and cash equivalents 202 203
Total current assets 204 203
Liabilities
Creditors falling due within one year (4) (3)
Net current assets (liabilities) 200 200
Total assets less current liabilities 200 200
Total net assets or liabilities for unrestricted funds 200 200
Total unrestricted funds 200 200
----- End of picture text -----

43

Restricted funds – statement of financial activity for the year ended 31 March 2021

----- Start of picture text -----
2021 2021 2021 2021 2021 2020 2020 2020 2020
EyUp! MHM Cre- Spirit Total MHM Cre- Spirit Total
ative in ative in
Minds Mind Minds Mind
£’000 £’000 £’000 £’000 £’000 £’000 £’000 £’000 £’000
Income from:
Donations 45 41 176 9 271 41 329 13 383
and legacies
Charitable 227 20 283 3 533 24 6 0 30
activities
Investments 0 0 1 0 1 0 1 0 1
Total in- 272 61 460 12 805 65 336 13 414
come
Expenditure on:
Charitable (128) (64) (296) (10) (498) (64) (301) (15) (380)
activities
Total ex- (128) (64) (296) (10) (498) (64) (301) (15) (380)
penditure
Net income 144 (3) 164 2 307 1 35 (2) 34
/ (expendi-
ture)
Transfers 0 0 0 0 0 0 0 0
between
funds
Net move- 144 (3) 164 2 307 1 35 (2) 34
ment in
funds
Reconciliation of funds
Total funds 0 35 323 1 359 35 287 3 325
brought
forward
Total funds 144 32 487 3 666 36 322 1 359
carried
forward
----- End of picture text -----

EyUp! had no restricted funds in 2019/20.

44

Restricted funds – balance sheet as at 31 March 2021

----- Start of picture text -----
2021 2021 2021 2021 2021 2020 2020 2020 2020
EyUp! MHM Cre- Spirit Total MHM Cre- Spirit Total
ative in ative in
Minds Mind Minds Mind
£’000 £’000 £’000 £’000 £’000 £’000 £’000 £’000 £’000
Current assets
Cash and 149 32 510 3 694 35 365 1 401
cash equiv-
alents
Total current 149 32 510 3 694 35 365 1 401
assets
Liabilities
Creditors (5) 0 0 0 (5) 0 (0) 0 (0)
falling due
within one
year
Accruals 0 0 (23) 0 (23) 0 (42) 0 (42)
Net current 144 32 487 3 666 35 323 1 359
assets (lia-
bilities)
Total 144 32 487 3 666 35 323 1 359
assets less
current
liabilities
Total net 144 32 487 3 666 35 323 1 359
assets or
liabilities
for restrict-
ed funds
Total 144 32 487 3 666 35 323 1 359
restricted
funds
----- End of picture text -----

EyUp! had no restricted funds in 2019/20.

45

3. Related party transactions

EyUp! has made payments to the Trust in relation to administration costs; these are made on an arm’s length basis.

----- Start of picture text -----
Total Total
2021 2020
£'000 £'000
South West Yorkshire Partnership NHS Foundation Trust 226 276
226 276
----- End of picture text -----

There was £55k closing balance in debtors (£ nil 2019/20) and £8k (2k 2020/21) in creditors in respect of the Trust.

4. Income from donations and legacies and charitable activities

----- Start of picture text -----
2021 2020
Unrestrict- Restricted Total Unrestrict- Restricted Total 2020
ed funds funds 2021 ed funds funds
£'000 £'000 £'000 £’000 £’000 £'000
Donations from 23 53 76 23 1 24
individuals
Corporate 4 218 222 4 382 386
donations
Legacies 0 0 0 0 0 0
Grants 0 533 533 0 31 31
Total 27 804 831 27 414 441
----- End of picture text -----

Analysis of Restricted Funds

----- Start of picture text -----
2021 2021 2021 2021 2020 2020 2020
EyUp! Creative MHM Spirit in Creative MHM Spirit in
minds Mind minds Mind
£’000 £'000 £'000 £'000 £’000 £’000 £'000
Donations from 45 4 3 1 0 1 0
individuals
Corporate 0 172 38 8 329 41 12
donations
Legacies 0 0 0 0 0 0 0
Grants 227 283 20 3 25 6 0
Total 272 459 61 12 354 48 12
----- End of picture text -----

EyUp! had no restricted funds in 2019/20.

Donations from individuals are gifts from members of the public, relatives, carers, service users and staff.

5. Analysis of income from other trading activities

----- Start of picture text -----
Unre- Re- Total Unre- Re- Total
stricted stricted 2021 stricted stricted 2020
funds funds funds funds
£’000 £’000 £’000 £’000 £’000 £’000
Lottery 34 0 34 36 0 36
Sale of 3 0 3 4 0 4
goods
Fundraising 3 0 3 10 0 10
events
Total 40 0 40 50 0 50
----- End of picture text -----

6. Role of volunteers

One volunteer is in attendance of the Charitable Funds Committee.

The Mental Health Museum has one volunteer who performs a variety of tasks within the Museum.

Creative Minds have a number of volunteers who sit on the locality collectives which make decisions on small grant funding.

In accordance with the SORP, due to the absence of any reliable measurement basis, the contribution of these volunteers is not recognised in the accounts.

47

7. Gross investment income

----- Start of picture text -----
Unre- Re- Total Unre- Re- Total
stricted stricted 2021 stricted stricted 2020
funds funds funds funds
£'000 £'000 £'000 £'000 £'000 £'000
Short term invest- 0 1 1 1 1 2
ments and deposits
cash on deposit
Total 0 1 1 1 1 2
----- End of picture text -----

The income shown for restricted funds is in relation to Creative Minds.

8. Analysis on expenditure on raising funds

----- Start of picture text -----
Unre- Re- Total Unre- Re- Total
stricted stricted 2021 stricted stricted 2020
funds funds funds funds
£'000 £'000 £'000 £'000 £'000 £'000
Lottery prizes 17 0 17 18 0 18
Lottery admin 0 0 0 0 0 0
fee
fundraising costs 25 0 25 29 0 29
Total 42 0 42 47 0 47
----- End of picture text -----

9. Analysis of charitable expenditure

EyUp! did not undertake any direct charitable activities on its own account during the year. All of the charitable expenditure was in the form of grant funding.

Grants were approved in favour of the partner organisations, principally the South West Yorkshire Partnership NHS Foundation Trust to carry out activities that will benefit the service users of the NHS. EyUp! incurred expenditure with third parties in pursuance of those grants or reimbursed expenditure incurred by them.

Creative Minds expenditure was in the form of grant funding and on staff who carry out direct charitable activity, details of the significant grants are found in note 10.

Mental Health Museum and Spirit in Mind undertake direct charitable activities and do not make grants.

48

----- Start of picture text -----
Activ- Grant Sup- Total Activ- Grant Sup- Total
ities funded port 2021 ities funded port 2020
direct activity costs direct activity costs
£'000 £'000 £'000 £'000 £’000 £’000 £’000 £'000
EyUp! 0 153 0 153 0 26 0 26
activities
Creative 217 76 3 295 185 112 4 301
Minds
activities
Mental 64 0 0 64 64 0 0 64
Health
Museum
activities
Spirit in Mind 10 0 0 10 15 0 0 15
activities
291 229 3 523 264 138 4 406
----- End of picture text -----

10. Analysis of grants

The charity does not make grants to individuals. All grants are made to the Trust or other third party organisations.

Creative Minds significant £ No. Creative Minds significant grants £ No.
grants 2020/21 2019/20
Qdos Creates 10,225 4 People’s Voice Media 11,000 3
Creative Recovery 7,950 2 Creative Recovery 9,800 1
Reds in the Community 6,000 2 Butterflies Dementia Support 8,800 1
Butterflies Dementia Support 4,650 2 Qdos Creates Ltd 8,770 4
The Civic Barnsley 3,500 1 The Artworks 6,605 2
S2R (Support to Recovery) 3,000 1 CoActive Arts 4,920 1
Awakening Arts 3,000 1 The Hepworth, Wakefield 4,520 1
Halifax Opportunities Trust 3,000 1 Globe Arts Studio 3,249 1
Handmade Parade 3,000 1 Barnsley Football Club 3,238 1
Globe Arts Studio 2,940 1 Growing Works 3,000 1
The Artworks 2,938 1 The Art House 3,000 1
Incredible Edible 2,813 1 Wakefield MDC 2,650 1
Theatre Royal Wakefield 2,750 1 S2R (Support to Recovery) 2,500 1
Dream Time Creative 2,700 1 Community Recovery 2,400 1
Luv2meetU 2,242 1 Incredible Edible 2,000 1
Holme Valley Sharing Memories 2,000 1

49

11. Movements in grant funding commitments accrued

----- Start of picture text -----
Creative Minds Current Non Total Current Non Total
liabilities current liabilities current
liabilities liabilities
2021 2021 2021 2020 2020 2020
£'000 £'000 £'000 £'000 £'000 £'000
Opening balance 42 0 42 27 0 27
at 1 April
Additional 56 0 56 92 0 92
commitments made
during the year
Movement from 0 0 0 0 0 0
current to
non-current
Amounts paid (75) 0 (75) (77) 0 (77)
during the year
Closing balance 23 0 23 42 0 42
at 1 April
----- End of picture text -----

The grants included are grants made by Creative Minds to external third parties where the award has been communicated.

As described in notes 9 and 10, the charity awarded a number of grants in the year. Many grants were awarded and paid out in the same financial year. However, some grants are multiyear grants paid over a longer period.

As the charity has control over the award and timing of grants there is little uncertainty around these payments.

12. Allocation of support costs and overheads

Support and overhead costs are allocated to charitable activities on a pro rata basis between funds. Support costs are the costs associated with the administration of the Charity. These amounts are paid directly to South West Yorkshire Partnership NHS Foundation Trust. Salaries and related costs include the costs of the staff working in the linked charities and are allocated to each individual restricted fund and the fundraiser who is allocated to unrestricted funds.

50

The basis of allocation used are as follows:

----- Start of picture text -----
Charitable Unre- Re- 2021 Unre- Re- 2020
activities stricted stricted Total stricted stricted Total
funds funds funds funds
£'000 £'000 £'000 £'000 £'000 £'000
External 0 1 1 0 1 1
examination
Financial 0 0 0 0 0 0
administration
Miscellaneous 0 0 0 0 1 1
Salaries and 40 290 330 23 252 275
related costs
Total 40 291 331 23 254 277
----- End of picture text -----

----- Start of picture text -----
2021 2020
Total Total
£'000 £'000
EyUp! 40 23
Creative Minds 218 187
Mental Health Museum 64 55
Spirit in Mind 9 12
331 277
----- End of picture text -----

51

13. Trustee remuneration, benefits and expenses

The Corporate Trustee give their time freely and receive no remuneration or reimbursement of expenses for the work that they undertake as trustee.

14. Analysis of staff costs and remuneration of key management personnel

No members of staff are employed directly by the charities, employees are employed by South West Yorkshire Partnership NHS FT and their costs recharged

----- Start of picture text -----
2021 2020
£'000 £'000
Salaries and wages 277 225
Social security costs 23 20
Employers’ pension contribution 30 30
330 275
----- End of picture text -----

----- Start of picture text -----
2021 2020
£'000 £'000
EyUp! 40 23
Creative Minds 217 185
Mental Health Museum 64 55
Spirit in Mind 9 12
330 275
----- End of picture text -----

The average number of full time equivalent employees during the year was 9 (2020: 8) EyUp!, 1 (2020: 1); Creative Minds 5 (2020: 5); Mental Health Museum 2 (2020: 2); Spirit in Mind 1 (2020:1))

One employee within Creative Minds had emoluments in excess of £60,000 (2020: 1)

52

15. Independent Examiner’s remuneration

The independent examiners remuneration of £994 (2020 £994) related solely to the independent examination with no additional work being undertaken (2020: nil).

16. Analysis of current debtors

There are nil debtors in 2020/21 and in 2019/20.

17. Analysis of cash and cash equivalents

----- Start of picture text -----
2021 2020
£'000 £'000
Cash in hand 78 11
Notice deposits (less than 3 months) 763 592
Total cash and cash equivalents 841 604
----- End of picture text -----

No cash or cash equivalents or current asset investments were held in non-cash investments or outside of the UK.

All of the amounts held on interest bearing deposit are available to spend on charitable activities.

18. Analysis of liabilities

----- Start of picture text -----
2021 2020
£'000 £'000
Creditors under 1 year
Trade creditors (9) (3)
Accruals for grants (23) (42)
Total (32) (45)
----- End of picture text -----

There are no liabilities greater than one year in 2020/21 (nil 2019/20)

53

19. Reconciliation of net income / (expenditure) to net cash flow from operating activities

----- Start of picture text -----
2021 2020
£'000 £'000
Net income / (expenditure) for 307 40
the reporting period(as per the
statement of financial activities)
Adjustments for:
Dividends, interest and rents from investments (1) (2)
(Increase)/decrease in debtors (57) 0
Increase/(decrease) in creditors (13) 16
Net cash provided by (used in) operating activities 236 54
----- End of picture text -----

20. Transfers between funds

There has been no transfer between funds in year. (2019/20: nil).

21. Analysis of charitable funds

(a) Analysis of Restricted fund movements

----- Start of picture text -----
Balance Income Expendi- Transfers Fund fwd
b/fwd ture
£'000 £'000 £'000 £'000 £'000
EyUp! 0 272 (128) 0 144
Mental Health 35 61 (64) 0 32
Museum
Creative Minds 223 460 (296) 0 487
Spirit in Mind 1 12 (10) 0 3
Total 359 805 (498) 0 666
----- End of picture text -----

The objects of each of the restricted funds are as follows

EyUp! has 2 restricted funds, both new in 2020/21, one relates to the grants from NHS Charities Together, these grants are specifically in response to the COVID-19 pandemic. The other restricted fund relates to NHS Wakefield CCG, this fund is for donations to NHS Wakefield CCG but the activity benefits the service users of South West Yorkshire Partnership NHS FT.

54

(b) Analysis of unrestricted and material designated fund movements

----- Start of picture text -----
Balance Income Expendi- Transfers Fund
b/fwd ture c/fwd
£'000 £'000 £'000 £'000 £'000
Other designated funds 116 14 (11) 0 119
General funds 84 53 (56) 0 81
Total 200 67 (67) 0 200
----- End of picture text -----

The Trustee set an opening or closing balance of £50,000 or above as the threshold for the separate reporting of material designated (earmarked funds). In the interests of accountability and transparency a complete breakdown of all such funds is available upon written request.

The objects of each of the designated unrestricted funds are as follows:

Other designated funds relate to benefiting service users on wards and Trust services within South West Yorkshire Partnership NHS Foundation Trust for which donors have indicated their non-binding wishes when making their generous gifts.

The general funds include all donations for which a donor has not expressed any preference as to how the funds shall be spent and the unrestricted income accruing to the charity. These funds are applied for any charitable purpose to the benefit of the service users of South West Yorkshire Partnership NHS Foundation Trust at the absolute discretion of the trustee.

55

----- Start of picture text -----
EyUp Charity, Fieldhead,
Ouchthorpe Ln, Wakefield WF1 3SP
Contact EyUp on 01924 316403
or email eyup.charity@swyt.nhs.uk
@EyUpCharity @EyUpCharity
Our linked charities:
Mental Health Museum, Creative Minds, Spirit in Mind
----- End of picture text -----

JOB NO 2229 SEP21