**Health & Happiness for Yorkshire folk**
_**Annual report and accounts 2021/22**_
**Registered Charity No. 1055931**
_Supporting the work of_
## _**Contents**_
## **1. Trustee report**
- Introduction
- Objectives and activities
- Achievements and performance
- Financial review
- Plans for the future
- Structure, governance and management
- Reference and administrative details
- A big thank you
## **2. Accounts**
- Statement of Trustee responsibilities
- Independent auditors’ report on the financial statements
- Financial statements
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Walk in the woods
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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 2022.
The annual report and accounts for the year ended 31 March 2022 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 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:**
- Funded £126k for 61 projects to be spent on the objectives of the charity with designated fund holders spending an additional £19k. These projects will benefit over 8,000 staff, volunteers, service users and carers across the Trust;
- welcomed Stephanie Hirst as an ambassador and produced a video with her to promote EyUp!;
- received £20k from NHS Charities Together for a staff wellbeing project;
- produced a letter from Santa and attended a craft Christmas fair;
- continued to promote and encourage applications for support from the charity;
- used social media to promote the EyUp! brand and
- produced a video with George Webster to promote the Cook and Eat books which have raised £4k in 2021/22.
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## _**Achievements and performance**_
## **Calderdale**
## **EyUp! Grant Expenditure**
During the year, the committee approved £126k funding for 61 projects to be spent on the objectives of the charity 20/21 £142k on 64 projects, with designated fund holders spending an additional £19k (20/21 £11k). These projects will benefit over 8,000 staff, volunteers, and service users across the Trust. Below are examples of the projects supported:
## **Barnsley**
The children’s therapy team were awarded £448 to purchase resources to set up a beginner’s handwriting group. This group works with children and families to show that learning can be fun within play and shares activities and ideas that families can try at home.
Halloween themed activities at the handwriting group
Willow Ward at Kendray Hospital was awarded £815 to purchase additional activity items for the ward. This included art materials, board games, musical instruments, karaoke machine, DVDs and DVD players. This allowed the ward to update the options available to service users to help them improve their mood and increase their motivation to be involved in the ward activities.
Elmdale Ward at the Dales was awarded £467 to purchase items to increase activities on weekends and evenings. This included a radio with a CD player which is used for relaxation and some new board games. A projector was funded so the ward can have a film night to improve social interaction.
## **Kirklees**
NHS Charities Together and the Trust have funded a project in North Kirklees to support the communities most disadvantaged by COVID-19. In 2021/22 £23,421 was spent on this project. This involved several grants made to various groups.
One of the projects is with Kirklees Carers Count, which runs a group that supports 15 service users who have found COVID-19-19 difficult due to extra caring responsibilities, stress and anxiety. This project used funding to address loneliness and social isolation to help develop support networks, share life experiences and make friends by taking part in social activities together.
The Kirklees Carers Count men’s group enjoying a takeaway
Ward 18 at the Priestley Unit was awarded £206 to purchase new games for the ward. These help with social inclusion and reducing boredom on the ward.
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## **Wakefield**
## **Trustwide**
The health integration team at Urban House were awarded £1,282 for improvements to the garden area, including purchasing planters, compost and garden tools.
EyUp! funded £3,200 towards a “Voyage of recovery” for the Trust’s early intervention in psychosis (EIP) teams. The voyage took place on 26 July 2021 with a crew of 12 service users and staff in the sailing ship ‘Faramir’. The voyage was planned as an attempt to circumnavigate the British Isles through a relay of crews of young people with serious mental health problems. The voyage provided a radically different environment for the crew to develop confidence, new skills, engage in physical activity and explore a fresh perspective on life.
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Members of the crew said:
The adventure of
a lifetime.
It made me believe
in myself more.
It reminded me of the
good in other people. Setting sail in Faramir
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The new planters at Urban House
Acute therapy services PICU at the Unity Centre, Fieldhead, were awarded £2,064 to purchase a guitar and music recording equipment for music sessions. These sessions help service users who have a passion for music and enable people to create something new, both help to build confidence and promote a sense of achievement.
## **Forensic services**
Newton Lodge gym was awarded £2,064 for additional equipment which is accessible by all wards within Newton Lodge. New dumbbells were funded which are more suitable to help the service users progress with their fitness when using the gym.
Hepworth Ward and Bronte Ward were awarded £2,231 to purchase televisions for service users to use in their rooms. This helped over COVID-19-19 when isolating in rooms, and allowed service users to use the TV as a coping mechanism to relax when distressed.
Bee You Journals were funded using £3,600 from NHS Charities Together. These journals were available to all staff on request. The journals are a tool to help people with their wellbeing and allows them to reflect and learn.
The Bee You journals packaged up and ready to send out
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## **NHS Charities Together**
## **Fundraising**
COVID-19-19 affected the normal fundraising activities of EyUp! as usual events such as the Christmas fairs and football tournament could not take place. We would like to thank corporate companies, members of staff and the public for taking part in events and fundraising for us.
- Income continues from the EyUp! lottery, £34,496.
- A raffle for the NHS Big Tea event raised £356, a further £91 was raised by Newhaven ward.
- Successful charity partner for London Landmarks Half Marathon 2022, securing 5 places raising £3,783.
- A staff member did a skydive and raised £834.
- A member of the public completed the London Marathon and raised £544.
Newhaven Big Tea event raised £91
- 3 fundraisers completed a banger rally, completing 1500 miles in 7 days and raised £630.
- Hickton Group Ltd supported 24 staff to complete the Yorkshire 2 Peaks and raised £964.
- Received £1,000 from Henry Boot as part of their 13 days of Christmas campaign.
- 4 staff members from SEWTEC completed the national Three Peaks raising £2,092.
- Letters from Santa and a Christmas craft stall raised £508.
EyUp! employ a fundraising manager who coordinates the inhouse events and supports individuals who want to raise funds for EyUp!.
London Marathon complete and £544 raised
EyUp! does not use professional fundraisers or involve commercial participators. No direct marketing was undertaken in 2021/22 – this would be undertaken by the fundraising manager. EyUp! is a member of the Fundraising Regulator and as such follows the Code of Fundraising Practice. Any individual raising funds for EyUp! has an agreement to sign beforehand. No complaints were received in 2021/22 in respect of fundraising activities of EyUp! (None in 2020/21)
EyUp! became a member of NHS Charities Together in April 2020. By becoming a member, EyUp! was eligible to receive grant funding from NHS Charities Together.
In 2020/2021 EyUp! received £226,867 from NHS Charities Together. £73,822 of these funds were spent in 2021/22. Below are some of the projects:
- £17,249 on projects supporting the BAME community in North Kirklees.
- £14,011 on supporting carers at work.
- £2,200 on supplying tea/coffee and biscuits to staff across the Trust to celebrate the NHS Big Tea event in July 2021.
- £3,600 on supporting staff wellbeing by providing Bee You journals.
- £2,068 on providing TVs and radios to wards across the Trust for service users when having to isolate in their rooms.
Stage 2 funding – Monies have been given to an ICS (integrated care system) lead charity for each area which organisations are able to apply for. Creative Minds were successful with £132,558 awarded for projects in the Barnsley area for both 2021/2022 and 2022/2023 (£33,099 received in 2021/2022)
Stage 3 funding - £40,700 was awarded for a workplace wellbeing project to be delivered in 2021/2022 and 2022/2023 (£20,350 received in 2021/2022).
## **Plans for the future**
The trustee recognises that the fundraising activities have changed over the last 2 years and is grateful to all our fundraisers and to NHS Charities Together. Depending on national guidelines we hope to begin some fundraising events in 2022/23. Expenditure on small grants will continue at a higher rate in 2022/2023 as well as further expenditure of the NHS Charities Together grants. Other planned activities include:
- Finalising a separate EyUp! Website which will enable us to promote the work of EyUp!;
- Developing a new bid process for small grants to allow easier access and increase bids;
- Developing charity champions across the Trust;
- Increasing corporate fundraising by developing a new corporate campaign;
- Continuing to promote EyUp! with staff and service users to generate more fundraising and wider use of funding; and
- Increasing community fundraising.
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**Launched in 2011, Creative Minds became a linked charity of EyUp! in 2016 and focuses 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 matchfunded 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, considering 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 has had many achievements, national awards, academic articles, good practice reports and continues to support the Trust to develop as a creative organisation. In 2022 this included receiving a highly commended award in the HSJ Partnership Awards in the ‘Best third sector organisation working in the NHS’ category and being shortlisted in the ‘Best mental health partnership working with the NHS’ category. To mark 10 years of the caring garden at Fieldhead a new archway is being installed at the entrance. The garden was one of the first Creative Minds projects and is blooming as we move into the new growing season.
**Creative Minds supported 58 projects in 2021/22 with 110 partners, delivering over 23,000 contacts with service users (2020/21 33 projects with 94 partners and 12,000 contacts) Below are some examples.**
## **Barnsley**
Creative Minds is now in its tenth year. Looking back over the last 10 years, a key factor in the success of Creative Minds is the development of the Trust’s mission to “help people to reach their potential and live well in their community”, which marked a shift to a more recovery-focused approach at the Trust. This shift allowed Creative Minds to flourish through supporting a person-centred approach, developing community partnerships and enabling people to be part of something positive in their communities.
The growth and development of Creative Minds hasn’t been without its challenges. Creative approaches can often be seen as ‘soft and fluffy’ within healthcare settings and sometimes clinical outcomes aren’t recognised or can be difficult to measure through traditional medical thinking. Cultures and approaches within health and care organisations can often take time to change. Over the years Creative Minds has developed a community storytelling approach with participants explaining in their own words how transforming creativity can be, and why they want more of it, to help this agenda.
Creative Minds has also worked with the Trust to support innovation and facilitate rapid decision-making, which can often be difficult to do in large NHS organisations. This helps to respond to new opportunities as quickly as possible through our Creative Minds partners, who are ready to work together, and join up community opportunities and provide match funding.
In 2021/22 Creative Minds launched the **“TwoCan” buddy scheme** . The aim of this was to reduce the number of suicides and instances of self-harm across Barnsley, and provide support for those with low mood, early-stage depression and anxiety. In 2021/22 eight buddies were trained and they are currently supporting 10 service users. Another 20 buddies are currently going through the training and checks before being matched with service users.
## **Calderdale**
**Halifax Opportunities Trust** were awarded £2,120 for “Grow Well – Gardening for Wellbeing at the Outback”. This project delivers weekly gardening sessions helping service users to improve their wellbeing by spending time outdoors and connecting with nature, as well as learning new gardening skills.
_**My health has improved massively both physically and mentally. When I joined this course I felt so helpless and angry with the world. With the help, patience and support from Louise and group members, I can now see the beautiful side to the world. I find I appreciate the world and nature so much more.**_
Gardening for wellbeing project
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## **Kirklees**
**Umbrella Yoga CIC** were awarded £7,000 for a “Learning disabilities Yoga project” which is Yoga for adults and young people with learning disabilities and related conditions. The sessions are fun, engaging and challenging, and specially tailored to meet the physical and mental needs of the group.
_**Our fantastic group at Branches Day Centre in Batley have been taking part in Yoga sessions led by Helen and Ellie from Umbrella Yoga. During the lockdowns many of the people we support have experienced reduced levels of mobility as they have not been as active. Yoga is an excellent way of supporting people to regain their mobility and movement skills**_
## **Wakefield**
**Edgeland Arts** were awarded £3,000 for a “Walking in Mind” project which was 15 walking and workshop sessions for 67 service users.
_**I really enjoyed the experience from the walk in the woods to taking pictures. The silk painting was a new experience for me, it turned out better than I expected as I’m no artist! I would love to do it again.** 80 year old female participant_
Walking in the woods project
## **Calderdale Arts & Health**
Creative Minds are leading on a programme in the Calderdale area supporting projects to improve health and wellbeing. This is grant funded by Calderdale Council, Calderdale CCG, Community Foundation and the Trust. Below are a couple of example projects:
Yoga session at Mencap
**Music in Care** is a partnership project with Live Music Now – after an 8-week residency in settings, the aim is to measure the impact on not just residents, but also staff in terms of wellbeing and job satisfaction. The aim is to leave a legacy by giving staff the skills and confidence to incorporate music or music making into everyday care between sessions and after the project. It provides access to a Music in Care accreditation with the aspiration that there would be a Music in Care accredited member of staff in every care home in Calderdale.
Percussionist Tom Hawthorn: _“Last week during a care home residency, I noticed Norman staring at my hands whilst I was playing, in a way that only drummers do, so I had my suspicions…But when he asked me what sticks I used it was official. So, this week I brought him some sticks and a pad so he could join in.”_
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The connection with Norman was quickly made and the musicians were able to support him in re-connecting with music and skills that he had not had the opportunity to use for many years.
_“Norman’s face has always lit up when we have arrived, and he tapped along through all of our sessions. As today was our last day I managed to find my first ever practice pad in the loft, and along with a pair of sticks we were able to leave Norman with the ability to keep on drumming after we had left. Needless to say, he was pretty chuffed…fingers crossed the carers don’t confiscate it if he never stops shredding!”_
It started with a pilot in two care homes in North Halifax (funded by Community Foundation for Calderdale) and has now expanded to include 20 settings across Calderdale (funded by the Trust), a two-setting pilot in Wakefield (funded by Mental Health Alliance) and a trial across all acute wards within the Trust.
## **Walk to Wellbeing photography project**
In October 2021, Rachael Munro-Fawcett was commissioned to partner with The Basement Recovery Project in Halifax to deliver a photography workshop during an 18-mile walk to promote the powerful contribution that the arts and nature can have on people’s health and wellbeing.
The Basement Recovery Project is an award winning, independent and community-based organisation who offer support and inspiration to those involved with alcohol and / or substance and drug misuse and offer people the opportunity of a new sustained abstinent lifestyle and recovery from addiction.
_“I’m really enjoying using the camera, it’s something I’ve never done before. I don’t even take my phone out and take pictures. I don’t know what it is that I like about it, but I think it’s the views. I’ve never been to places like this; I never even knew there were places like this. I just love being up here, it takes you away from normal hectic life and in general it just clears your mind.”_
The project will result in a group photography exhibition in Calderdale in 2022.
Norman with his new drum pad
Photography workshop on a 18 mile walk
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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**
Some people find it difficult to attend projects or activities in person. In Barnsley the buddy scheme was developed to support people to engage with activities more. Creative Minds are also developing the ‘Moving Mental Health Forward’ accreditation scheme that will link with more clubs and societies, across all our localities, to ensure they are more mental health friendly and able to support their community.
Another exciting development is that funding is secured for two creative practitioners to join our team. The first post will cover Calderdale and Kirklees which is now successfully recruited to, and the other post will cover Barnsley and Wakefield which will be recruited to in early 2022.
## _**Future plans**_
Looking forward, Creative Minds is in a good place. The world is much more open to the role that creativity plays in healthcare and this is bringing with it more opportunities to develop and expand our approach. Creative Minds continue to put participants at the heart of everything they do and are proud of the flourishing peer-led projects supported.
In 2021, Creative Minds were selected to be part of a study by the University of Cambridge Institute of Sustainable Leadership (CISL). The Johnson & Johnson Foundation commissioned CISL to explore the role organisations like Creative Minds play in improving health and resilience in communities across Europe. Since our involvement in the study, Creative Minds have been invited to be part of a community health network across Europe and to enter the Reimagining Community Health challenge, which if successful would include considerable funding for our development. This work could provide the academic underpinning for our approach. Work has just started on a follow up article to the one published in the Mental Health and Social Inclusion Journal in 2014. There are also plans for a conference at the University of Huddersfield in 2022/23 to mark our 10th year.
During the last couple of years, to combat the devasting effects of the pandemic, Creative Minds has worked with our partners to offer activities that are COVID-19-safe and follow risk assessment procedures. This has meant an increase in the use of social media, remote ways of working and activity packs sent to people’s homes, which has in resulted a much bigger response to our projects in terms of attendance. Creative Minds will continue with some of this into the future and look forward to more face-to-face working.
These are just some of the ideas that we are working on and we hope to continue to receive warm support in the future as we help to restore hope, meaning and purpose to people’s lives.
Read more about Creative Minds in the 10-year celebration copy of our magazine. You can find an electronic copy on our website www.creativemindsuk.com where you can also find details of where you can pick up a hard copy.
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The recent award of a £30,000 grant from the Canine Trust will support the further roll out of the successful canine befriender scheme. The grant will allow for the development of a ‘Canine Lodge’ on the Fieldhead site. A further £10,000 grant has been secured for lodge equipment, furnishings and volunteer training.
**Spirit in Mind (“SIM”) links faith-based organisations with the Trust. Working with faith leaders, community workers and Trust 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.**
Over the past twelve months SIM has maintained a close working relationship with several key partners in organising online events offering support and training for community and faith leaders and activists and for service users and Trust staff.
A well-received four session ‘forest school’ took place in the Fieldhead woods at the end of 2021. The course introduced staff to traditional native Indian practices for harnessing the power of nature for spiritual and psychological renewal. Funding has been secured for further one day workshops for staff along similar lines to be run at the Yorkshire Sculpture Park. A pilot is scheduled for the end of March 2022.
With the relaxation of COVID-19 regulations and the resourcing of additional funding plans are now well advanced for the roll out of several new initiatives in line with SIM’s charitable objectives.
An evaluation and renewal of the current online training programme is underway with the likelihood of the development of a hybrid offer going forward.
One of our canine friends
## **2021 – 2022 review**
Publication of the “Mountain Hare”, the networking and information newsletter for people with a mental health background at risk of social isolation under COVID-19 restrictions, came to an end in January 2022. Feedback from subscribers has indicated the value of a continuing, less frequent, publication offering easily accessible guidance and information from a broadly pastoral perspective on mental health issues. The feasibility of a volunteer led editorial team for taking this forward is currently being explored.
## **Other recent developments:**
- Funding secured for SIM partner organisation Huddersfield Parish Church has allowed the development of a mental health café and support groups at the town centre location.
- A Mental Health First Aid (MHFA) training two-day course was run at Dewsbury Minster at the end of March in collaboration with Barnsley Mind. An online MHFA course for faith activists and leaders is projected to run in April 2022.
Online courses offered over the past year built on the existing well-established programme. These included: Wellbeing; understanding loss; coping with anxiety; developing resilience; dealing with stress; basic mindfulness practice; Islamic awareness, and contemplative spirituality.
- Work continues with Wakefield Cathedral and Bethany House Trust to establish an afternoon mental health drop in facility at the Cathedral to start late Spring 2022.
- Funding is being sought for partner organisation Huddersfield Mission to provide a ‘social prescribing’ pattern of support to the large number of people with mental health conditions, homelessness and refugee backgrounds who use their services.
In addition to weekly lunchtime meditation sessions on Microsoft Teams, it was possible also to run a short residential retreat for service users in partnership with the Synapse support group at the end of December.
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- An initial day course for Muslim women on understanding mental health runs in Batley at the end of March 2022 and attracted a large number of applicants. Further courses in other locations – Huddersfield, Wakefield, Dewsbury, Calderdale – are being scheduled for late spring (post Ramadan).
- Discussions are underway with a composer, musician and Sufi spiritual teacher, Karen Markham, about an artist/musician in residence project to involve staff, service user’s and SIM partner organisations to the healing potential of music and chanting.
- A training day for Christian and Moslem faith leaders, ‘Faith leadership in uncertain times: Abraham as a symbol of resilience and unity’, is scheduled for late Spring.
- Funding to support the continued development of local ‘Compassion hubs’ has been secured. The hubs provide a forum bringing together faith leaders and mental health and NHS professionals around a mental health support agenda. The Bishop of Wakefield has accepted an invitation to open a related ’Compassion in action’ themed conference scheduled for late Autumn 2022.
## _**Future plans**_
The training of three Mental Health First Aid trainers would allow Spirt in Mind to offer this nationally recognised training free of charge to up to 120 faith leaders and community activists over the next period. Securing funding to support this is a key objective. The outcome of £20k bid to the Government’s DCLG for funding from the ‘Faith New Deal’ is still awaited. Other funding opportunities will be kept under review.
**The Mental Health Museum (MHM) has been a linked charity since 2014 and is located in the heart of Fieldhead, 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 aims to work with its communities to co-create a mindful, knowledgeable and active society.**
During 2021 MHM was delighted to be able to welcome staff and service users from the Fieldhead site back into the museum. As ever the displays have prompted interesting reflections and conversations, particularly being able to show visitors the new display of the Mary Frances Heaton samplers made possible by the Heritage Lottery Fund and new displays of some of our archive materials. MHM continue to develop our interpretation with a new focus on patient stories, the farm and occupations within the West Riding Asylum and have undertaken research in the West Yorkshire Archives to explore these areas of our story.
For many people visiting the museum has not been possible, so an extensive programme of outreach including online engagement activities has been delivered. This has included our first online co-curation exercise where members of the museum’s Empowering Heritage group designed and installed, remotely, a new display exploring their experience of the pandemic and uncovering the history of the 1918-19 flu pandemic. This now forms part of the museum’s displays.
Work on our exciting project with the charity Outside In continued which provides a platform for artists facing barriers to the art world. Two courses have been run with artists to explore our object collection and a further curation course. These courses have included interrogating some of the meanings behind our objects and stories and creating individual artistic responses to these. This included the online exhibition which launched in February 2022, Another Space Within. This displays some of the artistic responses to our collection. It is exciting to be displaying new artworks inspired by the project in the summer of 2022.
MHM partnership working throughout the year has developed. This has included our work with the National Trust, our work with University of Huddersfield which explored with students how to interpret objects, participating in a session for the Yorkshire and Humber Involvement Network Meeting around reducing restrictive practice, and exploring our objects with a wellbeing research project in Seacroft, Leeds. The MHM are co-producing a new mental health activity pack
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with a women’s discussion group in Seacroft and as part of this have selected and commissioned photography of some of our museum objects. The activity packs aim to assist others in using the heritage of mental health to start conversations around contemporary experience.
Work has also involved creating resources for younger members of the community by producing resources for families using food banks in the region during holiday periods. These seasonally themed packs have included fun and free activities, a little of the story of our museum objects and a focus on thinking about our wellbeing. MHM is pleased to be able to continue and extend our provision into the coming year and have been working with partners to make sure we tailor this content to compliment other services.
There has been a considerable amount of back-room work being undertaken this year to repackage and bring catalogue records up to date, planning for the introduction of MODES software in 2022 which will greatly assist in cataloguing and making accessible our collection. We have also undertaken a small conservation review of some of our delicate objects to ensure they are being cared for to benefit future generations. This work has enabled us to build on our bid for Museum Accreditation, informing policy development including our Collections Development Policy.
Planting in the Fieldhead gardens
## _**Future plans**_
The year ahead looks very exciting. The focus is on building a sustainable practice with our ‘green year’. In the early spring MHM began planning for new interpretation in the outdoor spaces at Fieldhead which links the understanding of the significance of green spaces in the first asylums with our recognition of the importance of the beautiful and wildlife rich environment at Fieldhead today. Our projects will include developing a wildlife club and hope through a new bid to the National Lottery Heritage Fund to work with local communities to build our understanding of the local historic landscape.
A new website will launch in 2022/23 to celebrate the work of the museum and all our partners and contributors. This co-produced space will include our online catalogue, photographs, films and audio including a wealth of new content developed by visitors and project participants. This will include new stories captured in our 2022 oral history project which we hope will help build a rich and powerful heritage, including the voices of those who lived and worked at Stanley Royd Hospital in Wakefield and Storthes Hall in Huddersfield.
As the museum can extend its opening, many more people can access our space as we develop our wellbeing offer. As well as offering a range of activities including crafting and popping in to borrow a new book, regular access to Citizens Advice will be available from the museum and this partnership will be launched in Spring 2022.
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## _**Financial review**_
## _**How we funded our work, achievements**_
## **Creative Minds**
## _**and performance**_
In 2021/22, the charities received income of £1,692k (2020/21 £872k) and expended £1,103k (2020/21 £1,103k). At the end of year the charities had a balance of £866k.
The charities has seen a increase in income and expenditure in 2021/22 mainly due to an increase in grant income within Creative Minds and the corresponding expenditure. The expectation is that grant income will reduce in 2022/23.
## **EyUp!**
EyUp! received income of £148k 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 slightly from £77k (2020/21) to £76k (2021/22), These donations are mainly from staff, service users, carers, relatives, and friends.
£20k was received in the form of grants from NHS Charities Together, £36k from the Trust and £16k from NHS Wakefield CCG.
Creative Minds received income of £1,318k, of which £999k was received from the Trust. Other income was from grants totalling £392k (including £106k from CAF, £86k from Calderdale CCG, £40k from Calderdale MBC and £10k from the Association of Mental Health Providers), interest and a few small donations.
During the year expenditure of £814k was spent, £532k was on small grants, £274k on staff costs (including staff time on grant projects) and £8k on administrative costs.
At 31st March 2022 Creative Minds had funds carried forward of £991k.
## **Mental Health Museum**
Mental Health Museum received income of £115k, of which £104k was received from the Trust, and the remaining income was grants from NHS Wakefield CCG and the Heritage Lottery Fund.
Expenditure of £83k was spent in the year, £60k on staff costs (this includes staff time on the Heritage Lottery Fund project), and £23k on charitable activities and minimal expenditure administration.
At 31st March 2022 Mental Health Museum had funds carried forward of £64k.
Expenditure of £179k 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 31st March 2022 EyUp! had funds carried forward of £313k, of which £89k is restricted.
## **Spirit in Mind**
Spirit in Mind received income of £111k, of which £86k was received from the Trust and £25k in grants.
Expenditure of £27k was spent in the year. £9k relates to staff costs, £17k relates to the activities of Spirit in Mind including the canine befriending project and Mental Health First Aid training, and minimal expenditure on administration.
At 31st March 2022 Spirit in Mind had funds carried forward of £87k.
**A wide variety of purchases were funded, ranging in value, and as exemplified in the aforementioned projects.**
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## _**How we manage the money**_
## **The Mental Health Museum and Spirit in Mind do not make grants.**
## **Our grant making policies**
## **Risk analysis**
Grants are made in accordance with charity law, our constitution and the wishes and directions of donors. The charitable funds committee have regard to the Charity Commission for England and Wales’s guidance on public benefit and what this means for EyUp! and its linked charities.
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.
## **EyUp!**
EyUp! makes grants from its unrestricted funds, both general and designated funds. Any applications requesting grants over £5,000 are referred to the charitable funds committee for a final decision.
- **General funds** – these funds are received with no particular preference expressed by donors. The income generated by the lottery is also received into general funds. On a quarterly basis, bids are invited from all services and wards across the Trust. These are then assessed by a sub-committee of Trustwide clinical and non-clinical staff who award funding based on the application, looking at the benefits of the proposal.
- **Designated funds** – are established for a particular ward or service. Each fund has a designated fund manager who authorises expenditure from these funds at any time. Finance check that the expenditure is appropriate to the overall purpose of the charity.
- The EyUp! fundraiser was appointed to mitigate this by being a dedicated resource to increase income through several different funding streams. The effectiveness of this is reviewed at each meeting and success is being achieved. A risk remains that this is just one member of staff that may leave or fall ill. A decision was made in March 2022 to appoint an administrative assistant to report to the fundraiser.
- The linked charities are revising their strategies and producing clear business plans which will be actioned and monitored to ensure they are sustainable in the future. Work has progressed in 2021/2022 and will continue in 2022/2023.
- COVID-19-19 remains a risk in 2022/2023, which affects fundraising activities and how we deliver some grant activity. This will be monitored closely as national rules and guidance changes.
- Towards the end of 2021/22, inflation and the cost of living has increased. This is having an impact on the amount that people are able to donate to charity and may affect donations in 2022/23.
## **Our investment policy**
## **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.
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**
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, considering the types of activity, the client group and the service that will benefit.
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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## **Mental Health Museum reserves policy**
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 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.
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.
## **Spirit in Mind reserves policy**
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 fundraising posts. This is calculated at £66k. If the balance fell to this level, then the committee would revise the strategy and plan for the charity.
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**
The reserves currently stand at £115k and are calculated as follows:
Total unrestricted funds of £225k Less designated funds £110k **Total reserves £ 115k**
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 2022/23 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.
EyUp! and its linked charities would like to thank all the volunteers who have contributed to the charities in 2021/22. 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:
**----- Start of picture text -----**
Ashley Jackson - Painter Horatio Clare - Author Stephanie Hirst - Broadcaster
**----- End of picture text -----**
The charities would like to thank the ambassadors for their continuing support.
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## _**Structure, governance and management**_
Lindsay Jensen (from 01/10/21 - 30/04/22) Interim director of human resources Greg Moores (from 01/05/22) Chief people officer Dr Subha Thiyagesh Medical director Darryl Thompson (from 01/08/21) Director of nursing, quality and professions James Sabin (from 11/08/21 - 30/06/22) Interim director of finance Adrian Snarr(from 08/08/22) Director of Finance, estates and resources Salma Yasmeen Director of strategy and change / Deputy chief executive Sean Rayner Executive director of provider development Carol Harris Chief operating officer
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).
## **Charitable Funds committee**
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:**
Marie Burnham (from 01/12/21) Chair Angela Monaghan (left 30/11/2021) Chair Charlotte Dyson (left 30/04/21) Deputy chair / Senior independent director Mike Ford Non-executive director Mandy Griffin (from 01/10/21) Non-executive director Chris Jones (left 30/04/22) Non-executive director Erfana Mahmood Non-executive director Natalie McMillan (from 01/05/21) Non-executive director Kate Quail Non-executive director David Webster (from 01/05/22) Non-executive director Sam Young (left 31/08/21) Non-executive director Rob Webster (left 01/07/21) Chief executive Mark Brooks (Substantive from 01/03/22) Chief executive (Interim 01/07/21-28/02/22) Interim chief executive (01/04/21-01/07/21) Director of finance and resources Tim Breedon (left 31/07/21) Director of nursing and quality / Deputy chief executive Alan Davis (left 30/09/21) Director of human resources, organisational development and estates
The corporate trustee is supported in their responsibilities and duties by the charitable funds committee, which meets quarterly. Their 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 Marie Burnham (from 01/12/2021) Chair of the Trust Mike Ford Non-executive director Angela Monaghan (left 30/11/2021) Chair of the Trust Tim Breedon (left 31/07/2021) Director of nursing and quality / Deputy chief executive Sean Rayner (from 01/08/2021) Executive director of provider development Salma Yasmeen (lead executive) Director of strategy and change / Deputy chief executive
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 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 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 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!**
## **Bankers:**
National Westminster Bank 3 Ropergate Pontefract West Yorkshire WF8 1LH
Fieldhead Hospital Ouchthorpe Lane Wakefield WF1 3SP
## **External auditors:**
## **Internal auditors:**
1 Trinity Gardens Newcastle upon Tyne NE1 2HF
360 Assurance Riverside House Bridge Park Road Thurmaston Leicester LE4 8BL
## _**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: Marie Burnham Date: 24 January 2023
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## _**Statement of trustee responsibilities in respect of the trustee annual report and accounts**_
The trustee is responsible for preparing the trustee annual report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland”.
The law applicable to charities in England and Wales requires the trustee to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:
- select suitable accounting policies and then apply them consistently.
- observe the methods and principles in the Charities SORP;
- make judgments and estimates that are reasonable and prudent;
- state whether applicable accounting standards have been followed; and
- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.
## _**External Audit report to the Trustee of EyUp!**_
In our opinion the financial statements of EyUp! and linked charities (the ‘Charity’):
- give a true and fair view of the state of the Charity’s affairs on 31 March 2022 and of its incoming resources and application of resources for the year then ended;
- have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice, including Financial Reporting Standard 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland”; and
- have been prepared in accordance with the Charities Act 2011.
- We have audited the financial statements which comprise:
- the statement of financial activities;
- the balance sheet;
- the cash flow statement; and
- the related notes 1 to 21.
The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (United Kingdom Generally Accepted Accounting Practice).
## **Basis for opinion**
The trustee is responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The trustee is responsible for the maintenance and integrity of the charity and financial information included on the charity’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.
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 auditor’s responsibilities for the audit of the financial statements section of our report.
We are independent of the Charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the Financial Reporting Council’s (the ‘FRC’s’) Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.
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## **Conclusions relating to going concern**
## **Responsibilities of trustee**
In auditing the financial statements, we have concluded that the trustee’s use of the going concern basis of accounting in the preparation of the financial statements is appropriate.
Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Charity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.
Our responsibilities and the responsibilities of the trustee with respect to going concern are described in the relevant sections of this report.
As explained more fully in the trustee’s responsibilities statement, the trustee is responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustee determines is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, the trustee is responsible for assessing the Charity’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 trustee either intends to liquidate the Charity or to cease operations, or have no realistic alternative but to do so.
## **Other information**
The other information comprises the information included in the annual report, other than the financial statements and our auditor’s report thereon. The trustee is responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and we do not express any form of assurance conclusion thereon.
Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained during 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 financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.
We have nothing to report in this regard.
## **Auditor’s responsibilities for the audit of the financial statements**
We have been appointed as auditor under section 149 of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder.
Our objectives are to obtain reasonable assurance about whether the financial statements are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report 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 from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken based on these financial statements.
A further description of our responsibilities for the audit of the financial statements is located on the FRC’s website at: www.frc.org.uk/ auditorsresponsibilities. This description forms part of our auditor’s report.
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## **Extent to which the audit was considered capable of detecting irregularities, including fraud**
In addition to the above, our procedures to respond to the risks identified included the following:
- reviewing financial statement disclosures by testing to supporting documentation to assess compliance with provisions of relevant laws and regulations described as having a direct effect on the financial statements;
Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below.
- performing analytical procedures to identify any unusual or unexpected relationships that may indicate risks of material misstatement due to fraud;
- enquiring of management, internal audit and in-house / external legal counsel concerning actual and potential litigation and claims, and instances of non-compliance with laws and regulations; and
We considered the nature of the Charity’s industry and its control environment and reviewed the Charity’s documentation of their policies and procedures relating to fraud and compliance with laws and regulations. We also enquired of management and those charged with governance about their own identification and assessment of the risks of irregularities.
- reading minutes of meetings of those charged with governance and reviewing correspondence with Charity Commission.
## **Report on other legal and regulatory requirements**
We obtained an understanding of the legal and regulatory framework that the Charity operates in, and identified the key laws and regulations that:
- had a direct effect on the determination of material amounts and disclosures in the financial statements, being the UK Charities Act; and
- do not have a direct effect on the financial statements but compliance with which may be fundamental to the Charity’s ability to operate or to avoid a material penalty. These included the Charity Commission for England and Wales (Charity Commission) regulations.
We discussed among the audit engagement team regarding the opportunities and incentives that may exist within the organisation for fraud and how and where fraud might occur in the financial statements.
As a result of performing the above, we identified the greatest potential for fraud in the following area, and our specific procedures performed to address it are described below:
- We pinpointed the risk of fraud through material misstatement to the risk of cut off of donations and grant income. To address this risk, we have tested a sample of donations and grant income from source records to their supporting evidence to deteremine the correct period of recognition.
In common with all audits under ISAs (UK), we are also required to perform specific procedures to respond to the risk of management override. In addressing the risk of fraud through management override of controls, we tested the appropriateness of journal entries and other adjustments; assessed whether the judgements made in making accounting estimates are indicative of a potential bias; and evaluated the business rationale of any significant transactions that are unusual or outside the normal course of business.
## **Matters on which we are required to report by exception**
- Under the Charities (Accounts and Reports) Regulations 2008 we are required to report in respect of the following matters if, in our opinion:
- the information given in the financial statements is inconsistent in any material respect with the trustee’s report; or
- sufficient accounting records have not been kept by the Charity; or
- the Charity financial statements are not in agreement with the accounting records and returns; or
- we have not received all the information and explanations we require for our audit.
We have nothing to report in respect of these matters.
## **Use of our report**
This report is made solely to the Charity’s trustee, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the Charity’s trustee those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charity and the Charity’s trustee as a body, for our audit work, for this report, or for the opinions we have formed.
## Deloitte LLP
Statutory Auditor Newcastle Upon Tyne, United Kingdom 23 November 2022
Deloitte LLP is eligible for appointment as auditor for the Charity by virtue of its eligibility for appointment as audit of a company under section 1212 of the Companies Act 2006.
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## _**EyUp! and linked charities consolidated statement of financial activities for the year ending 31 March 2022**_
**----- Start of picture text -----**
2022 2021
Note Unre- Re- Total Unre- Re- Total
stricted stricted Funds stricted stricted Funds
funds funds 2022 funds funds 2021
£000 £000 £000 £000 £000 £000
Income from:
Donations and 4 37 466 503 27 271 298
legacies
Charitable activities 4 52 1,098 1,150 0 533 533
Other trading 5 39 0 39 40 0 40
activities
Investments 7 0 0 0 0 1 1
Total income 128 1,564 1,692 67 805 872
Expenditure on:
Raising funds 8 (52) 0 (52) (42) 0 (42)
Charitable activities
Service user educa- 9 (52) (999) (1,051) (25) (493) (523)
tion and welfare
Total expenditure (104) (999) (1,103) (67) (498) (565)
Net income / 24 565 589 0 307 307
(expenditure)
Transfers between 20 0 0 0 0 0 0
funds
Net movement in 24 565 589 0 307 307
funds
Reconciliation of funds
Total funds 200 666 866 200 359 559
brought forward
Total funds 224 1,231 1,455 200 666 866
carried forward
**----- End of picture text -----**
There were no other recognised gains or losses other than those listed above. All activities relate to continuing activities. Retricted Funds relate to the linked charities and the grants awarded from NHS Charities Together.
## _**EyUp! and linked charities consolidated balance sheet as at 31 March 2022**_
**----- Start of picture text -----**
Balance she et Note Unre- Re- Total Unre- Re- Total
stricted stricted Funds stricted stricted Funds
funds funds 2022 funds funds 2021
£000 £000 £000 £000 £000 £000
Current assets
Debtors 16 9 210 219 2 55 57
Cash and cash 17 227 1,063 1,290 202 639 841
equivalents
Total current 236 1,273 1,509 204 694 898
assets
Liabilities
Creditors falling 18 (12) (27) (39) (4) (5) (9)
due within one
year
Accruals 18 0 (15) (15) 0 (23) (23)
Net current as- 224 1,231 1,455 200 666 866
sets (liabilities)
Total net assets 224 1,231 1,455 200 666 866
or liabilities
The funds of the charity:
Restricted 0 1,231 1,231 0 666 666
income funds
Unrestricted 224 0 224 200 0 200
income funds
Total charity 224 1,231 1,455 200 666 866
funds
**----- End of picture text -----**
EyUp! has one active restricted fund, NHS Charities Together totalling £89k. The other restricted funds shown here are restricted to the linked charities and are restricted to that charity as described in note 21.
The notes at pages 42 to 63 form part of these accounts
Signed: __________________________
Marie Burnham
Name:___________________________
Date:____________________________24 January 2023
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## **EyUp! and linked charities consolidated statement of cash flows for the year ending 31 March 2022**
have been approved by the trustees which demonstrate that each one has funding streams and expenditure plans in place.
|Statement of cash flows|Note|Total
funds
2021/22|Total
funds
2020/21|
|---|---|---|---|
|||£’000|£’000|
|Cash flows from operatingactivities||||
|Net cash provided by (used in) operating
activities|19|449|236|
|Cash flows from investingactivities||||
|Interest received|7|0|2|
|Net cash provided by (used in) investing
activities||0|1|
|||||
|Change in cash and cash equivalents in the
reporting period||449|237|
|Cash and cash equivalents at the beginning
of the reporting period||841|604|
|**Cash and cash equivalents at the end of**
**the reporting period**||**1,290**|**841**|
## **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 has a reasonable expectation that EyUp! and its linked charities have sufficient resources to continue in operational existence for the foreseeable future being at least 12 months from the date of approval of these financial statements. 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 2022/23
## **(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:
- A restricted fund; or
- An endowment fund
Restricted funds are those where the donor had provided for the donation to be spent in furtherance of a specified charitable purpose. The linked charities are classed as restricted funds.
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 has 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:
- Confirmation has been received from the representatives of the estate(s) that probate has been granted;
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- The executors have established that there are sufficient assets in the estate to pay the legacy; and
Where an intention has not been communicated, then no expenditure is recognised but an appropriate designation is made
- All conditions attached to the legacy have been fulfilled or are within the charity’s control.
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.
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 the conditions for income recognition are met
## **(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 auditor 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.
## **(e) Resources 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:
## **(h) Fundraising costs**
- There is a present legal or constructive obligation resulting from a past event;
- It is more likely than not that a transfer of benefits (usually a cash payment) will be required in settlement; and
- The amount of the obligation can be measured or estimated reliably
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 objectives. The costs of raising funds include the prizes paid out in respect of the lottery.
Irrecoverable VAT is charged against the category of resources expended for which it was incurred.
## **(i) Charitable activities**
## **(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.
Costs of charitable activities compromise 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.
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.
## **(j) Debtors**
A constructive obligation arises when:
- We have communicated our intention to award a grant to a recipient who then has a reasonable expectation that they will receive a grant;
- We have made a public announcement about a commitment which is specific enough for the recipient to have a reasonable expectation that they will receive a grant; and
- There is an established pattern of practice which indicates to the recipient that we will honour our commitment
The trustee has control over the amount and timing of grant payments and 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.
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.
## **(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.
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## **(m) Pensions**
## **(o) Financial Instruments**
EyUp! does not directly employ staff, staff working on the charity are directly employed by South West Yorkshire Partnership NHS Foundation Trust, with the full costs recharged to EyUp! As employees of the Trust, they are entitled to join the NHS Pension Scheme.
Both schemes 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 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.
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 member’s 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 scheme 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 of 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.
## **(n) Judgements and estimates**
In the application of the accounting policies, the Trustee is required to make judgements, estimates and assumptions about the carrying amounts of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.
The charities have financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at amortised cost using the effective interest method. Financial assets held at amortised cost
## **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 X and X)
## **EyUp! unrestricted funds – statement of financial activity for the year ended 31 March 2022**
**----- Start of picture text -----**
2022 2021
£'000 £'000
Income and endowments from:
Donations and legacies 37 27
Charitable activities 52 0
Other trading activities 39 40
Investments 0 0
Total income resources 128 67
Expenditure on:
Raising funds (52) (42)
Charitable activities (52) (25)
Total expenditure (104) (67)
Net income / (expenditure) 24 0
Transfers between funds 0 0
Net movement in funds 24 0
Reconciliation of funds
Total funds brought forward 200 200
Total funds carried forward 224 200
**----- End of picture text -----**
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## **EyUp! unrestricted funds – balance sheet as at 31 March 2022**
**----- Start of picture text -----**
2022 2021
£'000 £'000
Current assets
Debtors 9 2
Cash and cash equivalents 227 202
Total current assets 236 204
Liabilities
Creditors falling due within one year (12) (4)
Net current assets (liabilities) 224 200
Total assets less current liabilities 224 200
Total net assets or liabilities for unrestricted funds 224 200
Total unrestricted funds 224 200
**----- End of picture text -----**
## **Restricted funds – statement of financial activity for the year ended 31 March 2022**
**----- Start of picture text -----**
2022
EyUp! MHM Creative Spirit in Total
Minds Mind
£’000 £’000 £’000 £’000 £’000
Income from:
Donations and legacies 0 73 359 34 466
Charitable activities 20 42 959 77 1,098
Investments 0 0 0 0 0
Total income 20 115 1,318 111 1,564
Expenditure on:
Charitable activities (75) (83) (814) (27) (999)
Total expenditure (75) (83) (814) (27) (999)
Net income / (expenditure) (55) 32 504 84 565
Transfers between funds 0 0 0 0
Net movement in funds (55) 32 504 84 565
Reconciliation of funds
Total funds brought forward 144 32 487 3 666
Total funds carried forward 89 64 991 87 1,231
**----- End of picture text -----**
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## **Restricted funds – balance sheet as at 31 March 2022**
**----- Start of picture text -----**
2021
EyUp! MHM Creative Spirit in Total
Minds Mind
£’000 £’000 £’000 £’000 £’000
Income from:
Donations and legacies 45 41 176 9 271
Charitable activities 227 20 283 3 533
Investments 0 0 1 0 1
Total income 272 61 460 12 805
Expenditure on:
Charitable activities (128) (64) (296) (10) (498)
Total expenditure (128) (64) (296) (10) (498)
Net income / (expenditure) 144 (3) 164 2 307
Transfers between funds 0 0 0 0
Net movement in funds 144 (3) 164 2 307
Reconciliation of funds
Total funds brought forward 0 35 323 1 359
Total funds carried forward 144 32 487 3 666
**----- End of picture text -----**
**----- Start of picture text -----**
2022
EyUp! MHM Creative Spirit in Total
Minds Mind
£’000 £’000 £’000 £’000 £’000
Current assets
Debtors 0 5 203 2 210
Cash and cash equivalents 99 59 820 85 1,063
Total current assets 99 64 1,023 87 1,273
Liabilities
Creditors falling due within (10) 0 (17) 0 (27)
one year
Accruals 0 0 (15) 0 (15)
Net current assets (liabilities) 89 64 991 87 1,231
Total assets less current 89 64 991 87 1,231
liabilities
Total net assets or liabilities 89 64 991 87 1,231
for restricted funds
Total restricted funds 89 64 991 87 1,231
**----- End of picture text -----**
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## **Restricted funds – balance sheet as at 31 March 2021**
## **3. Related party transactions**
The Corporate Trustee governs EyUp! and its linked charities, the Corporate Trustee is the Trust. EyUp! has made payments to the Trust in relation to administration costs in support of grant making activities which are included in direct activity costs (note 9). The Trust has also made several grant payments to EyUp! and its linked charities, these are made on an arm’s length basis.
**----- Start of picture text -----**
2021 Trust. EyUp! has made payments to the Trust in relation to administration costs in support
EyUp! MHM Creative Spirit in Total of grant making activities which are included in direct activity costs (note 9). The Trust has
also made several grant payments to EyUp! and its linked charities, these are made on an
Minds Mind
arm’s length basis.
£’000 £’000 £’000 £’000 £’000
Current assets
Total Total
Cash and cash equivalents 149 32 510 3 694 2022 2021
Total current assets 149 32 510 3 694 £'000 £'000
South West Yorkshire Partnership NHS Foundation Trust 1,226 226
Liabilities 1,226 226
Creditors falling due within (5) 0 (0) 0 (5)
one year There was £219k closing balance in debtors (£55k 2020/21) and £38k (8k 2020/21) in
creditors in respect of the Trust.
Accruals 0 0 (23) 0 (23)
Net current assets (liabilities) 144 32 487 3 666 EyUp! and its linked charities is a wholly owned subsidiary of South West Yorkshire
Partnership NHS Foundation Trust, a NHS Foundation Trust registered in England. South
Total assets less current 144 32 487 3 666
West Yorkshire Partnership NHS Foundation Trust is also the ultimate parent company.
liabilities
The parent undertaking of the smallest group which includes the charities, and for which
Total net assets or liabilities 144 32 487 3 666 consolidated financial statements are prepared is South West Yorkshire Partnership NHS
for restricted funds Foundation Trust.
Copies of the financial statemens for this group can be obtained from:
Total restricted funds 144 32 487 3 666
**----- End of picture text -----**
EyUp! and its linked charities is a wholly owned subsidiary of South West Yorkshire Partnership NHS Foundation Trust, a NHS Foundation Trust registered in England. South West Yorkshire Partnership NHS Foundation Trust is also the ultimate parent company.
The parent undertaking of the smallest group which includes the charities, and for which consolidated financial statements are prepared is South West Yorkshire Partnership NHS Foundation Trust.
Copies of the financial statemens for this group can be obtained from: South West Yorkshire Partnership NHS Foundation Trust Fieldhead
Ouchthorpe Lane Wakefield WF1 3SP
South West Yorkshire Partnership NHS Foundation Trust is a public benefit organisation established under the National Health Service Act 2006. NHS England has the power to control the Trust within the meaning of IAS27 ‘Consolidated and Separate Financial Statements’.
NHS England is accountable to the Secretary of State for Health and therefore the Trust’s ultimate parent is HM Government.
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## **4. Income from donations and legacies and charitable activities**
## **5. Analysis of income from other trading activities**
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2022 2021
Unrestrict- Restricted Total Unrestrict- Restricted Total
ed funds funds 2022 ed funds funds 2021
£'000 £'000 £'000 £’000 £’000 £'000
Donations from 34 0 34 23 53 76
individuals
Corporate 3 466 469 4 218 222
donations
Legacies 0 0 0 0 0 0
Grants 52 1,098 1,150 0 533 533
Total 89 1,564 1,653 27 804 831
**----- End of picture text -----**
**----- Start of picture text -----**
2022 2021
Unrestrict- Restricted Total Unrestrict- Restricted Total
ed funds funds 2022 ed funds funds 2021
£’000 £’000 £’000 £’000 £’000 £’000
Lottery 34 0 34 34 0 34
Sale of 5 0 5 3 0 3
goods
Fundraising 0 0 0 3 0 3
events
Total 39 0 39 40 0 40
**----- End of picture text -----**
## **Analysis of Restricted Funds**
**----- Start of picture text -----**
2022 2021
EyUp! Creative MHM Spirit in EyUp! Creative MHM Spirit in
minds Mind minds Mind
£’000 £'000 £'000 £'000 £’000 £’000 £'000 £'000
Donations 0 0 0 0 45 4 3 1
from
individuals
Corporate 0 359 73 34 0 172 38 8
donations
Legacies 0 0 0 0 0 0 0 0
Grants 20 959 42 77 227 283 20 3
Total 20 1,318 115 111 272 459 61 12
**----- End of picture text -----**
Donations from individuals are gifts from members of the public, relatives, carers, service users and staff.
## **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 several 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.
## **7. Gross investment income**
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Unre- Re- Total Unre- Re- Total
stricted stricted 2022 stricted stricted 2021
funds funds funds funds
£'000 £'000 £'000 £'000 £'000 £'000
Short term invest- 0 0 0 0 1 1
ments and deposits
cash on deposit
Total 0 0 0 0 1 1
**----- End of picture text -----**
The income shown for restricted funds is in relation to Creative Minds.
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## **8. Analysis on expenditure on raising funds**
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2022 2021
Unrestrict- Restricted Total Unrestrict- Restricted Total
ed funds funds 2022 ed funds funds 2021
£'000 £'000 £'000 £'000 £'000 £'000
Lottery 18 0 18 17 0 17
prizes
Lottery 0 0 0 0 0 0
admin fee
fundraising 34 0 34 25 0 25
costs
Total 52 0 52 42 0 42
**----- End of picture text -----**
**----- Start of picture text -----**
Activ- Grant Sup- Total Activ- Grant Sup- Total
ities funded port 2022 ities funded port 2021
direct activity costs direct activity costs
£'000 £'000 £'000 £'000 £’000 £’000 £’000 £'000
EyUp! service 0 127 0 127 0 153 0 153
user activities
Creative Minds 274 532 8 814 217 76 3 295
activities
Mental Health 83 0 0 83 64 0 0 64
Museum activ-
ities
Spirit in Mind 27 0 0 27 10 0 0 10
activities
384 659 8 1,051 291 229 3 523
**----- 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 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, details of the significant grants are found in note10.
The Mental Health Museum and Spirit in Mind undertake direct charitable activities and do not make grants.
## **10. Analysis of grants**
The charity does not make grants to individuals. All grants are made to the Trust or other third-party organisations
|third-party organisations||||||
|---|---|---|---|---|---|
|**Creative Minds significantgrants 2021/22**|**£**|**No**|Artworks|6,500|2|
|Wakefield Theatre Royal|13,800|4|BlackdogOutdoors|6,300|2|
|Butterflies Dementia Support|12,976|2|Wakefield Council|6,300|2|
|Grow Wakefield|12,442|4||||
|Creative Recovery|12,000|4|**Creative Minds significantgrants 2020/21**|**£**|**No**|
|Action for Autism and Asperger’s|10,000|1|Qdos Creates|10,225|4|
|Chilypep|8,000|2|Creative Recovery|7,950|2|
|Reds in the Community|7,999|2|Reds in the Community|6,000|2|
|Next Generation|7,455|2|Butterflies Dementia Support|4,650|2|
|Edgeland Arts|7,300|2|The Civic Barnsley|3,500|1|
|Locorum CIC|7,297|3|S2R (Support to Recovery)|3,000|1|
|Luv2meetu|7,200|2|AwakeningArts|3,000|1|
|Co-Active|7,120|2|Halifax Opportunities Trust|3,000|1|
|Grimethorpe ActivityZ|7,000|2|Handmade Parade|3,000|1|
|Umbrella Yoga CIC|7,000|2|Globe Arts Studio|2,940|1|
|BarnsleyMusic Service|7,000|2|The Artworks|2,938|1|
|BarnsleyHeritage Museum|7,000|2|Incredible Edible|2,813|1|
|Eden Forest CIC|7,000|2|Theatre Royal Wakefield|2,750|1|
|Barnsleylibraries|6,900|4|Dream Time Creative|2,700|1|
|Art House|6,500|2|Luv2meetU|2,242|1|
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## **11. Movements in grant funding commitments accrued**
The basis of allocation used are as follows:
**----- Start of picture text -----**
2022 2021
Current Non Total Current Non Total
liabilities current liabilities current
liabilities liabilities
£'000 £'000 £'000 £'000 £'000 £'000
Opening balance 23 0 23 42 0 42
at 1 April
Additional 317 0 317 56 0 56
commitments made
during the year
Movement from 0 0 0 0 0 0
current to
non-current
Amounts paid (325) 0 (325) (75) 0 (75)
during the year
Closing balance 15 0 15 23 0 23
at 1 April
**----- End of picture text -----**
- Balance: Each month the charge is allocated on a pro-rata basis on the balance of each fund.
- Direct: The salaries are charged direct to each restricted fund that the post holder works for.
**----- Start of picture text -----**
Charitable Unre- Restrict- 2022 Unre- Restrict- 2021
activities stricted ed Total stricted ed Total
funds funds funds funds
£'000 £'000 £'000 £'000 £'000 £'000
Audit / 0 8 8 0 1 1
Examination
Financial 0 0 0 0 0 0
administration
Miscellaneous 0 0 0 0 0 0
Salaries and 24 389 413 40 290 330
related costs
Total 24 397 421 40 291 331
**----- 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 several 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.
**----- Start of picture text -----**
2022 2021
Total Total
£'000 £'000
EyUp! – Unrestricted 24 23
EyUp! – Restricted 46 17
Creative Minds 282 218
Mental Health Museum 60 64
Spirit in Mind 9 9
421 331
**----- End of picture text -----**
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## **13. Trustee remuneration, benefits and expenses**
## **16. Analysis of current debtors**
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**
**----- Start of picture text -----**
2022 2021
£'000 £'000
Salaries and wages 351 277
Social security costs 26 23
Employers pension contribution 36 30
Total 413 330
**----- End of picture text -----**
**----- Start of picture text -----**
2022 2021
£'000 £'000
EyUp! – Unrestricted 24 17
EyUp! – Restricted 46 23
Creative Minds 274 217
Mental Health Museum 60 64
Spirit in Mind 9 9
413 330
**----- End of picture text -----**
The average number of full-time equivalent employees during the year was 9 (2021: 9) EyUp! 2 (2021: 1); Creative Minds 6 (2021: 5); Mental Health Museum 2 (2021: 2); Spirit in Mind 1 (2021:1)
One employee within Creative Minds had emoluments in excess of £60,000 (2021: 1)
## **15. Auditors’ remuneration**
**----- Start of picture text -----**
Debtors under 1 year 2022 2021
£'000 £'000
Trade debtors 219 0
Prepayment 0 2
Total Debtors 219 2
**----- End of picture text -----**
## **17. Analysis of cash and cash equivalents**
**----- Start of picture text -----**
2022 2021
£'000 £'000
Cash in hand 99 78
Notice deposits (less than 3 months) 1,191 763
Total cash and cash equivalents 1,290 841
**----- 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 the amounts held on interest bearing deposit are available to spend on charitable activities.
## **18. Analysis of liabilities**
**----- Start of picture text -----**
2022 2021
£'000 £'000
Creditors under 1 year
Trade creditors (39) (9)
Accruals for grants (15) (23)
Total (54) (32)
**----- End of picture text -----**
There are no liabilities greater than one year in 2021/22 (nil 2020/21)
The auditors’ remuneration of £7,800 (2021 £994) related solely to the audit with no additional work being undertaken (2021: nil). In 2021 the cost related to an independent examination.
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## **19. Reconciliation of net income / (expenditure) to net cash flow from operating activities**
**----- Start of picture text -----**
2022 2021
£'000 £'000
Net income / (expenditure) for the reporting period 590 307
(as per the statement of financial activities)
Adjustments for:
Dividends, interest and rents from investments 0 (1)
(Increase)/decrease in debtors (163) (57)
Increase/(decrease) in creditors 22 (13)
Net cash provided by (used in) operating activities 448 236
**----- End of picture text -----**
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 Foundation Trust.
The **Mental Health Museum** became a linked charity in 2014/15. Its purpose is to become a leading resource for the history of mental health care, debates surrounding contemporary health care and treatments and life-long learning.
The **Creative Minds charitable trust** became a linked charity in September 2016. It works in partnership with groups and organisations to offer a range of innovative wellbeing opportunities.
**Spirit in Mind** became a linked charity in May 2017. Its purpose is to promote and advance racial harmony by advancing education and raising awareness of mental health issues relating to culture and religion and the provision of cross-cultural activities which enhance health and wellbeing.
## **20. Transfers between funds**
There has been no transfer between funds in year. (2020/21: 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! 144 20 (75) 0 89
Mental Health 32 115 (83) 0 64
Museum
Creative Minds 487 1,318 (814) 0 991
Spirit in Mind 3 111 (27) 0 87
Total 666 1,564 (999) 0 1,231
**----- End of picture text -----**
The objects of each of the restricted funds are as follows
**EyUp!** has 2 restricted funds. One relates to the grants from NHS Charities Together. These grants are specifically in response to the COVID-19-19 pandemic.
## **(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 15 (20) 0 111
General funds 84 113 (84) 0 113
Total 200 128 (104) 0 224
**----- 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.
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Job NO 2¥ 22