CHARITY REGISTRATION NUMBER: 1058183
Sefton Support Group
Unaudited Financial Statements
31 December 2024
MArrocKS GRINDLEY
Chartered accountants
18 Mulberry Avenue
Turnstone Business Park
Widnes
Cheshire
WA8 OWN

Sefton Support Group
Financial Statements
Year ended 31 December 2024
Page
Trustees, annual report
Independent examiner's report to the trustees
Statement of financial activities
Statement of financial position
Notes to the financial statements
The following pages do not form part of the financial statsments
Detailed statement of financial activities
17
Notes to the detailed statement of financial activities
18

Sefton Support Group
Trustees. Annual Report
Year ended 31 December 2024
The trustees present their report and the unaudited financial statements of the charity for the year ended
31 December 2024.
Reference and administrative details
Registered charity name
Sefton Support Group
Charity registration number
1058183
Principal office
1 Duke Street
Fomby
Liverpool
L37 4AL
The trustees
J McEvoy
P Dunning
G McEvoy
L Lewis
KST Mclntosh
LJ McDowall
Independent examiner
Mr G Mattocks
18 Mulberry Avenue
Turnstone Business Park
Widnes
Cheshire
WA8 OWN
Struclure, governanco and management
Sefton Support Group is a registered charity governed by a board of trustees, all of whom bring diverse
expertise in areas such as health, education, finance. and digital communications. The charity is
independently managed and operates in accordance with its constitution. Trustees meet regularly to
review performance, approve strategic decisions, and ensure the charity complies with its legal and
regulatory obligations.
In December 2023, a dedicated Steering Group was formed to drive forward the charity's strategic
direction and growth. This group has met bi-monthly and has been instrumental in shaping future
planning, including vision-setting and the fonnulation of income-generating strategies.

Sefton Support Group
Trustees. Annual Report (contlnuedj
Year ended 31 December 2024
Objectives and activities
Sefton Support Group exists to support individuals in Sefton and across Merseyside who are affected
by serious illness, mental health challenges, and social isolation. Our seNices are inclusive, person-
centred, and focused on emotional, physical, and mental wellbeing.
Key activities during 2024 included..
Provision of ¢ounsolling, holistic therapies, and peer support groups.
Monthly ¢ommunity wellbeing events with guest speakers, now funded by The National Lottery.
Development of a new digital volunteer portal to streamline communication, therapy bookings,
and access to resources.
A Referral & Care Coordlnation service, which ensures members are connected with specialist
support beyond our own remit.
Ongoing development of marketing and communications strategies to increase awareness and
reach.
Reservos Policy
The charity maintains a reserves policy to ensu￿ sufficient funds are available to manage day-to-day
operations and unforeseen emergencies. Our cur￿nt policy aims to hold at least 12 months of core
running costs in unrestricted reserves.
Rlsk Management Policy
The trustees review risks on a regular basis and have implemented systems to mitigate potential threats.
Key risks identified include reliance on short-term funding, volunteer capacity, and maintaining service
qualty during periods of growth.
Risk is managed through:
Diversification of income sources.
Strategic planning via the Steering Group.
Robust policies for safeguarding, data protection, and health & safety.
A digital transformation strategy reducing dependency on manual systems.
A comprehensive risk assessment has also been completed and forms part of the charity's annual
governan￿ review.

Sefton Support Group
Trustees. Annual Report (continued)
Year ended 31 December 2024
A¢hlevements and performance
2024 was a transfomiative year for the charity. Building on the foundation of the previous three years,
we delivered meaningful growth in Servi￿ delivery, infrastructure, and public awareness.
Key achievements include:
500+ members supported {32.75 % growth).
140+ monthly regular attendees (40 /0 increase).
720A increase in drop-in visits., consistent weekly usage.
700/0 improved health management. 65°A increased confidence, 80°h formed frlendshlps
outside group settings.
A well-attended annual volunteer meeting and enhanced volunteer support systems.
Development of a volunteer portal, funded through the UKSPF initiative, improving internal
efficiency.
Creation of a new markoting strategy, with a redeveloped website, social platform utilisation &
mailing list.
Continuation of a Steering Group, developing a clear three-year vision.
Development of plans for future-facing initiatives including a Therapy Academy and plans ft)r a
charitable retail outlet.
These successes would not have been possible without the generous support of our funders and the
unwavering commitment of our volunteers.
Financial review
At the start of the year, the charity's reserves stood at £8,967. During the year, we re￿iVed £52,432 in
total income from a combinats'on of grants, revenue generating initiatives, community fundraising, and
donations. Major funders included..
National Lottery - £19,150 (Restricted Project Funding)
PH Holt Foundation - £8,000
Pilkington Charitable Trust- £5,000
Yapp Charitable Trust- £3,000
Eleanor Rathbone Trust- £3,000
Elizabeth Rathbone Trust- £1,500
Chrimes Family Charitable Trust - £700
Expenditure for the year totalled £23,752, covering rent, utilities, therapy and support materials,
volunteer expenses, and administrative costs.
This leaves the charity with closing reserves of £37,647, of which £16,125 is restricted {allocated to
equipment purchase and ongoing projects, i.e. our Lottery-funded wellbeing work). This financial
position allows us to begin 2025 in a stronger position than ever before, with improved capacity for
forward planning and strategic growth.

Sefton Support Group
Trustees. Annual Report Iconllnued)
Year ended 31 December 2024
Plans for future perlods
Looking ahaad, our key priorities include:
Recrultment of a fu1141me Centr• Manager. to enhance our op8r8tional capaclty and
sustainability.
Launching a Th•rapy Academy, offerlrKJ placements and reduced-COSt therapies for the
community.
Establishing a charlty rntall outlet to support financlal self-sufficiency.
Expanding our volunteer base to meet increasing demand.
Securing largor. multl-year grants to support lon￿terM growth.
Continulng to deliver and evaluate our Natlonal Lottery Wallbelng Project.
Building on our digital transfomiatlon io further reduce admin burden and improve s8Nice delivery.
2025 is sat to be another pivotsl year as we continue to build a resilient, forwar&thlnking charity that
provides vital support to those who need it most.
The trustees, annual report was approved on ..l.(.lé.(i£........... and signed on behalf of the board of
trustees by:
J McEvoy
Trustse
P Dunning
Trusteè

Sefton Support Group
Independent Examinerfs Report to the Trustees of Sefton Support Group
Year ended 31 December 2024
I report to the trustees on my examination of the financial statements of Sefton Support Group ('the
charity,) for the year ended 31 December 2024.
Responsibilities and basis of report
As the trustees of the charity you are responsible for the preparation of the financial statements in
accordance with the requirements of the Charities Act 2011 ('the Act,).
I report in respect of my examination of the charity's financial statements carried out under section 145
of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given
by the Charity Commission under section 145(5){b) of the Act.
Independent examinerfs statement
I have completed my examination. I confimi that no material matters have come to my attention in
connection with the examination giving me cause to believe that in any material respect-
accounting records were not kept in respect of the charity as required by section 130 of the
the financial statements do not accord with those records,. or
the financial statements do not comply with the applicable requirements concerning the form
and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008
other than any requirement that the accounts give a 'true and fail view which is not a matter
considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which
attention should be drawn in this report in order to enable a proper understanding of the accounts to be
reached.
Mr G Mattocks
Independent Examiner
18 Mulberry Avenue
Tumstone Business Park
Vlfjdnes
Cheshire
WA8 OWN
Ii/+/zf

Sefton Support Group
Statement of Financial Activities
Year ended 31 December 2024
2024
Restricted
funds Total funds Total funds
2023
Unrestrided
funds
Income and endowments
Donations and legacies
Total income
32.582
19,850
52,432
14,515
32,582
19,850
52,432
14.515
Expendlture
Expenditure on charitable acts'vities
Total expenditure
20,087
3,665
23,752
19,125
20.087
3,665
23,752
19,125
Net incomel(expendlture)
12,495
16,185
28,680
{4,610)
Transfers be￿een funds
60
(60)
Net movement in funds
12.555
16,125
28,680
(4,610)
Reconciliation of funds
Total funds brought foNrfard
Total funds carried forward
8,967
8,967
13,577
21,522
16,125
37,647
8,967
The statement of financial activities includes all gains and losses recognised in the year.
All income and expenditure derive from continuing activities.
The notss on pages 8 to 15 fomi part of these financial statements.

Sefton Support Group
Statement of Flnancial Posltlon
31 December 2024
2024
2023
Flxed assets
Tangible fixed assets
10
Current assets
Cash at bank and in hand
37,819
8,967
Credltors: amounts falllng due withln one year
Nat current assets
11
1,020
36,799
8.967
Totsl assets less current liabllltles
37,647
8,967
Not assets
37,647
8,967
Funds of the charlty
Restricted funds
Unrestricted funds
16,125
21.522
8,967
Total charlty fund8
12
37,647
8,967
financial statements were approved by the board of trustees and authorlsed for issue on
and ar8 signed on behaff of the board by:
J McEvoy
Trustee
P Dunning
Trustee
Tho note$ on pagos 8 to 15 fomi part of thoso financlal Statomonts.

Sefton Support Group
Notes to the Financial Statements
Year ended 31 December 2024
General inforniation
The charity is a public benefit entity and a registered charity in England and Wales and is
unincorporated. The address of the principal office is 1 Duke Street, Formby, Liverpool. L37 4AL.
Statement of compllance
These financial statements have been prepared in compliance with FRS 102, 'The Financial
Reporting Standard applicable in the UK and the Republic of Ireland,. the Statement of
Recommended Practice applicable to charities preparing their accounts in accordan￿ with the
Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities
SORP {FRS 102)) and the Charities Act 2011.
Accountlng policies
Basis of preparation
The financial statements have been prepared on the historical cost basis, as modified by the
revaluation of ￿rtain financial assets and liabilities and investment properties measured at fair
value through income or expenditure.
The financial statements are prepared in sterling, which is the functional currency of the entity.
Golng concern
There are no material uncertainties about the charity's ability to continue.
Judgements and koy sour¢es of •stimation uncertainty
The p￿ paration of the financial statements requires management to make judgements, estimates
and assumptions that affect the amounts reported. These estimates and judgements are
continually reviewed and are based on experience and other factors, including expectations of
future events that are believed to be reasonable under the cirCumstan￿s.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees to further any of the
charity's purposes.
Designated funds are unrestricted funds earmarked by the trustees for particular future project or
commitment.
Restricted funds are subjected to restrictions on their expenditure declared by the donor or through
the terms of an appeal, and fall into one of hvo sub-classes.. restricted income funds or endowment
funds.

Sefton Support Group
Notes to the Financial Statements (continuod)
Year ended 31 December 2024
Accountlng pollcles (continued)
In¢orning resources
All incoming resources are included in the statement of financial activities when entitlement has
passed to the charity. it is probable that the economic benefits associated with the transaction will
flow to the charity and the amount can be reliably measured. The following specific policies are
applied to particular categories of income..
income from donations or grants is recognised when there is evidence of entitlement to the
gift, receipt is probable and its amount can be measured reliably.
legacy income is recognised when re￿Ipt is probable and entitlement is established.
income from donated goods is measured at the fair value of the goods unless this is
impractical to measure reliably, in which case the value is derived from the cost to the donor
or the estimated resale value. Donated facilities and servi￿$ are recognised in the accounts
when received if the value can be reliably measured. No amounts are included for the
contribution of general volunteers.
income from contracts for the supply of services is recognised with the delivery of the
contracted service. This is classified as unrestricted funds unless there is a contractual
requirement for it to be spent on a particular purpose and returned if unspent, in which case
it may be regarded as restricted.
Resources expended
Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any
VAT which cannot be fully recovered, and is classified under headings of the statement of financial
activities to which it relates..
expenditure on raising funds includes the costs of all fundraising activits'es, events, non-
charitsble trading activities, and the sale of donated goods.
expenditure on charitable activities includes all costs incurred by a charity in undertaking
activities that further its charitable aims for the benefit of its beneficiaries, including those
support costs and costs relating to the govemance of the charity apportioned to charitable
activities.
other expenditure includes all expenditure that is neither related to raising funds forthe charity
nor part of its expenditure on charitable activities.
All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs
attributable to a single activity are allocated directty to that activity- Shared costs are apportioned
bebNeen the activities they contribute to on a reasonable, justifiable and consistent basis.
Tanglble assets
Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated
depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded
at the fair value at the date of revaluation less any subsequent accumulated depreciation and
subsequent accumulated impairment losses.

Sefton Support Group
Notes to the Financial Statements (¢onfynu0d)
Year ended 31 December 2024
Accounting pollcies (continued)
Tangible assets (¢ontlnued)
An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other
recognised gains and losses, unless it reverses a charge for impairment that has previously been
recognised as expenditure within the statement of financial activities. A decrease in the carying
amount of an asset as a result of revaluation, is recognised in other recognised gains and losses,
except to which it offsets any previous revaluation gain, in which case the loss is shown within
other recognised gains and losses on the statement of financial activities.
Depreciation
Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value,
over the useful economic life of that asset as follows:
Equipment
Straight line over 5 years
Impalmient of fixed assets
A review for indicators of impairment is carried out at each reporting date, with the recoverable
amount being estimated where such indicators exist. Where the carrying value exceeds the
recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for
possible reversal at each reporting date.
For the purposes of impairment testing, when it is not possible to estimate the recoverable amount
of an individual asset, an estimate is made of the recoverable amount of the cash-generating unit
to which the asset belongs. The cash*enerating unit is the smallest identifiable group of assets
that includes the asset and generates cash inflows that largely independent of the cash inflows
from other assets or groups of assets.
For impairment testing of goodwill, the goodwill acquired in a business combination is, from the
acquisition date, allocated to each of the cash-generating units that are expected to benefit from
the synergies of the combination, irrespective of whether other assets or liabilities of the charity
are assigned to those units.
Flnanclal 5nstruments
A financial asset or a financial liability is recognised only when the charity becomes a paty to the
contractual provisions of the instrumenL
Basic financial instruments are initially recognised at the amount receivable or payable including
any related transaction costs.
Current assets and current liabilities are subsequently measured at the cash or other consideration
expected to be paid or received and not discounted.
Debt instruments are subsequently measured at amortised cost.
Vvhere investments in shares are publidy traded or their fair value can otherwise be measured
reliably, the investment is subsequently measured at fair value with changes in fair value
recognised in income and expenditure. All other such investments are subsequently measured at
cost less impairment.
10

Sefton Support Group
Notes to the Financial Statements (contlnued)
Year ended 31 December 2024
Accounting policies (contlnued)
Financlal Instruments (continued)
other financial instruments, including derivatives, are initially recognised at fair value, unless
payment for an asset is deferred beyond normal business terms or financed at a rate of interest
that is not a market rate, in which case the asset is measured at the present value of the future
payments discounted at a market rate of interest for a similar debt instrument.
Other financial instruments are subsequently measured at fair value, with any changes recognised
in the statement of financial activits'es, with the exception of hedging instruments in a designated
hedging relationship.
Financial assets that are measured at cost or amortised cost are reviewed for objective evidence
of impairment at the end of each reporting date. If there is objective evidence of impairment, an
impairment loss is recognised under the appropriate heading in the statement of financial activities
in which the initial gain was recognised.
For all equity instruments regardless of significance, and otherfinancial assets that are individually
significant, these are assessed individually for impairment. Other financial assets are either
assessed individually or grouped on the basis of similar credit risk characteristics.
Any reversals of impairment are recognised immediately, to the extent that the reversal does not
result in a carrying amount of the financial asset that exceeds what the carrying amount would
have been had the impairment not previously been recognised.
Donations and legacies
Unrestricted
Funds
Restricted Total Funds
Funds
2024
Donations
Donations
11,582
11,582
Grants
National Lottery
Chrimes Family Charitable Trust
YAPP Charitable Trust
PH Holt Foundation
Eleanor Rathbone Trust
Elizabeth Rathbone Trust
John Moores Foundation
Albert Hunt Trust
Pilkington Charitable Trust
The Camelia Trust
19,150
700
19,150
700
3,000
8,000
3,000
1,500
3,000
8,000
3,000
1,500
5,000
500
5,000
500
32,582
19,850
52,432
Unrestricted
Funds
Restricted Total Funds
Funds
2023
Donations
Donations
7,515
7,515
11

Sefton Support Group
Notes to the Financial Statements (continued)
Year ended 31 December 2024
Donations and legacles {contlnu8d)
Unrestricted
Funds
Restricted Total Funds
Funds
2023
Grants
National Lottery
Chrimes Family Charitable Trust
YAPP Charitable Trust
PH Holt Foundation
Eleanor Rathbone Trust
Elizabeth Rathbone Trust
John Moores Foundation
Albert Hunt Trust
Pilkington Charitable Trust
The Camelia Trust
5,000
2,000
5,000
2,000
14,515
14,515
Expenditure on charitable activities by fund type
Unrestricted
Funds
Restricted Total Funds
Funds
2024
Direct charitable costs
Support costs
19,067
1,020
3,665
22,732
1,020
20,087
3,665
23,752
Unrestricted
Funds
Restricted Total Funds
Funds
2023
Direct charitable costs
Support costs
19,125
19,125
19,125
19,125
Expenditure on charitable actlvltles by activity type
Activities
undertaken
directly
Support Total funds
costs
2024
Total fund
2023
Direct charitsble costs
Governance costs
22,732
22,732
1,020
19,125
1,020
22,732
1,020
23,752
19,125
12

Sefton Support Group
Notes to the Financial Statements (conunued)
Year ended 31 December 2024
Net Incomellexpendlture)
Net incomel{expenditure) is stated after chargingl(crediting)-
2024
2023
Depreciation of tangible fixed assets
212
Independent examination fees
2024
2023
Fees payable to the independent examiner for:
Independent examination of the financial statements
1,020
Trustee remuneratlon and expenses
No remuneration or other benefits from employment with the charity or a related entity were
received by the trustees.
10. Tanglble fixed assets
Equipment
Cost
At 1 January 2024
Additions
1,060
At 31 December 2024
1,060
Depreciation
At 1 January 2024
Charge for the year
At 31 December 2024
212
212
Carrylng amount
At 31 December 2024
At 31 December 2023
11. Creditors: amounts falling due within one year
2024
2023
Accruals and deferred income
1,020
13

Sefton Support Group
Notes to the Financial Ststements (¢ontlnued)
Year ended 31 December 2024
12. Analysis of charitable funds
Unrestricted funds
At
31 December
2024
At 1 January
2024
Income Expenditure
Transfers
General funds
8,967
32,582
(20,087)
60
21,522
At
31 December
2023
At 1 January
2023
Income Expenditure
Transfers
General funds
13,577
14,515
(19,125)
8,967
Restricted funds
At
31 December
2024
At 1 January
2024
Income Expenditure
Transfers
Restricted Funds
19,850
(3,665)
(60)
16.125
At
31 December
2023
At 1 January
2023
Income Expenditure
Transfers
Restricted Funds
Restricted funds were given towards the core costs and project expenditure of Sefton Support
Group.
At1
January
2024
At31
December
2024
Income Expenditure
Transfers
National Lottery
Chrimes Family
Charitable Twst
19,150
{3,965)
(60)
16,125
700
{700)
(4,665)
19,850
(60)
16,125
14

Sefton Support Group
Notes to the Financial Statements (Contlnued)
Year ended 31 December 2024
13. Anatysis of net assets between funds
Unrestricted
Funds
Restricted Total Funds
Funds
2024
Tangible fixed assets
Current assets
Creditors less than 1 year
Net assets
336
22,206
(1,020)
21,522
512
15,613
848
37,819
{1,020)
37,647
16,125
Unrestricted
Funds
Restricted Total Funds
Funds
2023
Tangible fixed assets
Current assets
Creditors less than 1 year
Net assets
8,967
8,967
8,967
8,967
14. Financial Instruments
The charity currently holds no financial instruments.
15

Sefton Support Group
Management Information
Year ended 31 December 2024
The following pages do not forni part of the financial statements.
16

Sefton Support Group
Detailed Statement of Financial Activities
Year ended 31 December 2024
2024
2023
Income and endowments
Donatlons and legacles
Donations
National Lottery
Chrimes Family Charitable Trust
YAPP Charitable Trust
PH Holt Foundation
Eleanor Rathbone Trust
Elizabeth Rathbone Trust
John Moores Foundation
Albert Hunt Trust
Pilkington Charitable Trust
The Camelia Trust
11,582
19,150
700
3,000
8,000
3,000
1,500
7,515
5,000
2,000
5,000
500
52,432
14.515
Total income
52,432
14,515
Expenditure
Expenditure on charitable activities
Purchases
Rent
Rates and water
Light and heat
Repairs and maintenance
Insuran
Other motorltravel costs
Legal and professional fees
Telephone
Other Offi￿ costs
Depreciation
Advertising and marketing
Volunteers expenses
Therapy products
Project expenditure
General expenses
1,049
7,799
189
2,380
339
298
107
2,016
525
102
212
3,897
480
221
6,807
2,429
298
16
82
216
44
2,105
430
2,837
1,378
6,220
257
23,752
19,125
Total expenditure
23,752
19,125
Net incomel(expenditure
28,680
(4,610)
17

Sefton Support Group
Notes to the Detailed Statement of Financial Activities
Year ended 31 December 2024
2024
2023
Expenditure on charitablo a¢tivities
Direct charitable Costs
Activities undertaken directly
Purchases
Rent
Rates & water
Light & heat
Repairs and maintenance
Insurance
Other motorltravel costs
Professional fees
Telephone
Other office costs
Depreciation
Advertising and marketing
Volunteers expenses
Therapy products
Project expenditure
General expenses
1,049
7,799
189
2,380
339
298
107
996
525
102
212
3,697
480
344
2,837
1,378
221
6,807
2,429
298
16
82
216
44
2,105
430
6,220
257
22,732
19,125
Governance costs
Governance costs - accountancy fees
1,020
Expendlture on charitable activlties
23,752
19,125