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2022-03-31-accounts

Trustees'
Report
Trustees'
Report
I to 16
Independent Auditors' Report 17to 19
Consolidated Statement ofFinancial Activities 20 to 21
Consolidated Balance Sheet 22
Balance Sheet 23
Consolidated Statement ofCash Flows 24
Notes tothe Financial Statements 25to 47

At the end of the ye ar the agent wor kforce st ood at:
Team Community Agents Village Agents Home First/ UBUNTU Other agents
Hospital Team n/a n/a 8 (2 part-time)
Mendip 2 (1 part-time) 5(5part-time) n/a n/a
Sedgemoor 4 (2 part-time) 8 (2 part-time) n/a n/a
South Somerset 2(1 part-time) n/a
Tsunton 8 (2 part-time) n/a n/a
West Somerset 5(3 part-time) n/a n/a

Names Title Date ofAppointment Date af Reslgriafrarl
(Coapted IElectedl
Rewlected)
Peter Claydon (Jim) Chair Re-eleded 22 October Resigned as Chair 1
2020 January 2022
Penny James Chair 1 January 2022
Peter Claydan (Jim) Individual Trusfae From fJanuary 2022
Peter Gunner Honorary Treasurer Re-elected 22 Odober
2020
Patrick Kaating Individual Trustee 22 April 2022
Rachel Syrett individual Trustee 22June 2021
Eilleen Tipper Individual Trustee
Peter Fox Individual Trustee 4 April 2022
Penny James Individual Trustee 28September 2021
Kate Butler Individual Trustee
Paula Protherae Individual Trustee y December 2021

unrestricted Designated Restricted Total Total
Note fundsf fundsf fundsf 2022f 2021f
Income
Donations 46 36,888 36,934 16,338
Charitable
activities
130,098 377,222 1,901,525 2,408,845 2,203,904
Other trading
acfivities
117,248 15,400 132,648 112,545
Investment
income
5,062 34 5,096 5,877
Other income 1,859
Total income 252,408 377,302 1 953,813 2,583,523 2,340,523
Expenditure
Raising funds
Charitable
activities
8
9
(21,483)
~432,346
~7477 ,~666 (21,483)
~2,463,633
(13,344)
~72 72
Total expenditure (154,080) (457,477) (1,879,556) (2,491,113) (2,286,071)
(Losses)/gsins
on
investment assets
5,901 5,901 1,144
Net
income/(expsnditure)
Transfers between funds
92,427
~65
(80,175) 74,257
65
86,509 53,308
Net movement
in funds
92,362 (80,175) 74,322 86,509 53,308
Reconciliation offunds
Total funds brought
forward 324,626 189,844 682,970 1,197,440 1,144,132
Total funds carried
forward 22 416,988 109,669 757,292 1,283,949 1,197,440

Unrestricted Designated Restricted Total
funds funds funds 2021
Note 8 8 8
Income
Donations
and legacies
2,748 13,590 16,338
Charitable
activities
134,943 377,222 1,691,739 2,203,904
Other trading
activities
97,335 15,210 112,545
Investment
income
5,877 5,877
Other income 1,859 1,859
Total income 242,762 377,222 1,720,539 2,340523
Expenditure
Raising funds
Charitable
activities
8 (13,344)
9.8
Il
~).8 78». (13,344)
).
. 27)
Total expenditure (163,154) (343,894) (1,779,023) (2,286,071)
Gains/(losses)
on investment
assets
Net income/(expenditure)
(1,144)
78,464
8 ~8,4 4) 99,
Net movement
in funds
78,464 33,328 (58,484) 53,308
Reconciliation offunds
Total funds brought forward 246,162 156,516 741,454 1,144,132
Total funds carried forward 22 324,626 189,844 682,970 1,197,440

2022 2021
Note 8 6
Fixed assets
Tangible assets 15
Investments 16 77,022 82,923
Current assets
Debtors 17 128,477 264,819
Cash at bank and in hand 18 1,246,180 1 001 131
Creditors: Amounts falling due within one year 19 1,374,657
~M6
1,265,950
Net current assets 1,209,961 1,127,807
Total assets less current liabilities 1,286,983 1,210,730
Defined pension benefit scheme 3,034 13,290
Net assets 93949 1,197,440
Funds ofthe group:
Unrestricted
funds
General
Funds
416,988 324,626
Designated
Funds
109,669 189,844
Total unrestricted funds 526,657 514,470
Restdcted funds 757,292 682,970
Total funds 22 1,283,949 1,197,440

Note 2022
f
2021
6
Fixed assets
Tangible assets 15
Investments 77,022 82,923
Current assets
Debtors 17 219,956 335,911
Cash at bank and in hand 16 1,155,561 925795
1,375,517 1,261,706
Creditors: Amounts falling due within one year 133,899
Net current assets 1,209,961 1,127,807
Total assets less current gabilities 1,286,983 1,210,730
Defined pension benefit scheme 3,034 13290
Net assets 1,283,949 1,197,440
Funds ofthe charity:
Unrestricted
funds
General Funds 416,987 324,626
Designated
Funds
109,669 189,844
Total unrestricted funds 526,656 514,470
Restricted funds 757,293 682,970
Total funds 22

Nots 2022
f
2021f
Cash flows from operating
activities
Net cash income 86,509 53,308
Adjustments
to cash flows from noncash
items
Investment
income
(5,096) (5,877)
Revaluation
ofinvestments
5,901 1,144
87,314 48,575
Working capital adjustments
Decrease/(increase)
in debtors
17 136,342 (96,310)
(Decrease)/increass
in creditors
19 (4,962) 5,880
Increase in deferred
income
(Decrease)
in defined
benefit pension scheme
liability 31,515
~15,255
73,245
Net cash flows from operating activities 239,953 28.933
Gash flows from investing
activities
Interest receivable
and similar
income 5,095 5,877
Net increase
in cash and cash
equivalents 245,049 34,810
Cash and cash equivalents
at
I April 1,001,131 966,321
Cash and cash equivalents
at
31 March 1,246,180 1,001,131

3
Income from donations
Unrestricted Restricted Total
funds funds funds
6 6 6
Donations 46 36,888 36,934
Totalfor2022 46 36,888 36,934
Donations 2,748 13,590 16,338
Total for 2021 2,748 13,590 16,338

4
Income from charitable
4
Income from charitable
actlviges actlviges
2022 2021
6 6
Restricted funds
Surviving
Winter - Somerset
Community Foundation 29,681 46,000
Community
Buildings
-Somerset West
and Tsunton 2,700
Children 8 Famlges Project - Somerset County Council 26,766
Village Agents
Big Lottery Fund Grant 122,123
Somerset County Council 41,000
Taunton
Deans Borough Council
20,000
South Petherton
Parish Council
10,257 10,257
Living Better Federation 8,875 35,375
Click Federation 99,400
Symphony 6,888
PCN 204,697
North Sedgemoor GP Federation 71,000
Macmillan 45,064
Taunton Federation 20,000 110,052
SPOC - Somerset Foundation Trust 25,000
Positive Lives Innovation Fund - Somerset County Council 13,415
Community
Agents inc Home First - Somerset County Council
587,500 576,000
Interfaith
8 Belief - Somerset
County Council 18,752
Food Reegience - Somerset County Council 67,948
Living Better WS 28,500
Health Inequalities
SOC
- Somerset County Counol 14,000
Mlcroenterprlse
Project
- Somerset County Council (COMP funding) 173,000
SPLW
Somemet County
Council
604,702
Yeovll Social Prescribing Worker 54,792
Click Federation 74,117
Criisis Fund
Grants on Behalf cfClients 11,566 13,329
Somerset County Council 60,000
Other 21,512 15,456
CCG Cancer Support
Somerset NHS CCG - Living Beyond Cancer 71,000

4
Income from char
itable activit ies (continued)
2022 2021
6
BME Engagement
Somerset
Community
Foundation - Hinkley 16,515 66,895
Somerset Community Foundation 27,634
Somerset County Council - Equality Innovalion 5,000
SSDC 14,500
Somerset County
Council
3,000
Other 1,425 7,082
Ubuntu 93,487
Transport Agent 17,000
1,901,525 1,691,739
Unrestricted
funds
ACRE - NL Community Fund 1,000 1,00D
Defra through
ACRE
44,06D 44,060
Consultancy
BFEF
17,500 19,500
Good Neighbours 21,412
SWT - West Somerset Bike Project 7,044
Food Resilience Plan 6,000
Food Resilience Continuation Funding 12,000
Somemet Skills and Learning 18,854 12,167
Get Outside
Campaign
2,50D
SCF - Home Online 1,000
Sedgemoor
DLA
6,000
CRF Match Funding 10,000
Home in Ssdgemoor 1,000
VCSE 1,50D 3,000
Sedgemoor
District Council
6,000
SCF - Surviving
Winter
5,500 2,760
Somerset West and Taunton 2,700
Diverse Communities 8,484
Covid-19 Business Support Grant 10,000
130,098 134,943
Designated
funds
Carers
Somerset County
Council
377,222 377,222
377222 377,222
Total Income from charitable activities 2,408,845 2,203,904

Unrestricted Restricted Total
funds funds funds
6 6 6
Events income 295 10 305
Membership
subscriptions
15,390 15,390
Smart Communities Limited 116,953 116,953
Totalfor2022 117,248 15,400 132,648
Membership
svbscriptions
15,210 15,210
Leitings 160 160
Smart Communities Limited 97,175 97,175
Total for2021 97,335 15,210 112,545
6
Investment
income
6
Investment
income
Unrestricted Restricted Total
funds 'furr cia funds
6 6
Interest received 5,096 5,096
Total for2022 5,096 5,096
Interest received 5,877 5,877
Total for2021 5.877 5,877
7
Other income
Unrestricted Restricted Total
funds funds funds
6 6 6
Total for 2022
Other income 104 104
Covid-19 JRS Grants 1,755 1,755
Total for 2021 1,859 1,859

8
Expen
diture
on raising funds
Total Total
2022 2021
6
Trading subsidiary costs 21 483 13,344
21,483 13,344
All trading subsidiaiy costs were unrestricted in 2022 and 2021.

Unrestricted Restricted Total Total
funds funds 2022 2021
Note 6 6 f E
Activities Undertaken
Directly
Grants to
Allocated
individuals
support
547,113
267
1,625,898
98,485
2,173,011
98,752
1,931,353
143,992
costs 10 42694 155,173 197,867 197,382
590,074 1,679,556 2,469,630 2,272,727
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11 Grants paid in the year
2022 2021
E
Surviving
Winter
43,867 26,437
Crisis Fund 37,926 110,629
Food Resilience 13,256
Other 3,701 6,926
98,752 143,992
12 Net incomefexpenditure
Net income forthe year includes:
2022 2021
E E
Auditors' remuneration
Audit fees 5,322 7,194
Accountancy fees 4,722 6,234
Other services 360

14 Staffcosts
The aggregate payroll costs were as follows:
2022 2021
E
Salaries and Wages 1,800,968 1,622,276
Sodal Security Costs 149,074 131,705
Pension Contributions 62,679 55,241
2,012,721 1,809,222
15 Tangible fixed assets
Group
Furniture
and
Computer
equipment equipment Total
E E
Cost
At 1 April 2021 22,355 56,116 78,471
At 31 March 2022 22,355 56,116 78,471
Depreciation
At 1 April 2021 22,355 56,116 78,471
At 31 March 2022 22,355 56,116 78,471
Net book value
At 31 March 2022
At 31 March 2021
Charity
Furniture
and
Computer
equipment equipment Total
E E
Cost
At 1 April 2021 22,355 56,116 78,471
At 31 March 2022 22,355 56,116 78,471
Depreciation
At 1 April 2021 22,355 56,116 78,471
At 31 March 2022 22,355 56,116 78,471
Net book value
At 31 March 2022
At 31 March 2021

COIFChariees Rxed Interest Fund
Total
8
Cost orValuation
At 1 April 2021
Revaluation
82,923
~6,601
At 31 March 2022 77,022
Net book value
At 31 March 2022 77,022
At 31 March 2021

Community
C
ouncil for Somerset. The registered
o
ffice is Viney Street, Taunton,
TA1 3FB.
2622 2021
8 6
Turnover
Administrative
expenses 127,581
~108,684
97,175
~61,823
18,887 35,352
111,614 76,346

COIF Charities
Fixed Interest Fund
Total
6
Cost or Valuation
At 1 April 2021
Revaluation
82,923
~(5,9
At 31 March 2022 77,022
Net book value
At 31 March 2022 77,022
At 31 March 2021 52,

17 Debtors
Group Charity
2022 2021 2022 2021
8 5 6
Smart Communities Ltd 18,886 30,263
prepayments 12,239 7,209 12,239 6,278
Accrued income 1,725 61,062 61,082
Other debtors 114,513 196,548 188,831 238,308
128,477 264,819 219,956 335,911
18 Cash and cash equivalents
Group Charity
2022 2021 2022 2021
5 6
Santander 554,295 718,556 463,676 643,220
CCLA 79,430 79,396 79,430 79,396
CAF 100,943 203,179 100,943 203,179
Flagstone Investment 511,512 511,512
1,246,180 1,001,131 1,155,561 925,795

20 Pension and other scheme s (continued)
2022 2021
6 6
Provision at 1 April 13,290 15,747
Unwinding
ofdiscount figure
77 354
Deficit contributions paid (3,363) (3,265)
Remeasurement
-
impact ofany change on assumptions (70) 454
Remeasurement
-
amendments to the contribution schedule
3,034 13,290

2022 202t
2
Within one year 4,084 21,312
Due one to five years 4,084
4,084 25,396

22 Funds - Group 8Charit y
Balance at Other Balance at
1 April gainsi 31 March
2021
6
Income
6
Expenditure
6
Transfers
5
(losses)
6
2022
6
Unrestricted 324,626 252,408 ~154,080 (65) ~5,901) 416,988
Designated
Carers' Agents 185,544 377,268 (457,477) 105,335
Project Development 4,300 34 4,334
189,844 377,302 ~457,477 109,669
Total unrestricted funds 514,470 629,710 (611,557) (65) ~5,901 526,657
Restricted funds
Village Agents 112,533 19,132 (87,197) (10,628) 33,840
Surviving
Winter
30,208 29,681 (43,867) 16,022
Diversity 71,776 52,361 (79,845) 44,292
Ubuntu 73,948 (77,958) 4,010
Adult Social Care
Community
Hub
179,545 587,500 (593,2T8) 173,767
Crisis Fund 55,047 (37,928) 17,119
Taunton
Federation
57 20,000 20,057
Transport
Agent
4,821 (13,314) 8,493
Macmillan
Agent
10,901 (175) (1,810) 8,916
Community
Buildings
34,781 18,100 (21,783) 31,098
CCG Cancer 6,013 T1,000 (69,731) 7,282
Somerset Society 1,608 1,608
Village
Hall
3,766 3,766
Digital Engagement 36,075 (1,536) 34,539
Mendip Car Scheme 12,986 12,986
Transform
Ageing
26,716 26,716
Food Resilience 67,948 (67,948)
Children
and Families
Project 26,766 (23,385) 3,381
Health
Inequalities
SDC 14,000 (6,527) 7,473
Interfaith
and Belief
18,752 (11,061) T,691
Living Better WS 28,500 (17,866) 10,634
Microenterprise
Project
173,000 (6,124) 166,876
Positive Lives Innovation
Fund 13,415 (10,050) 3,365
SPLW 77,236 733,611 (706,531) 104,316
SPOC 25,000 (3.452) 21,548
Total restricted funds 682,970 1,953,813 (~1,879,556 65 757,292
Total funds 1,197,440 2,583,523 ~2,491,113 ~5,901 1,283,949

22 Funds - Group 8Charity (continued)
Balance at Other Balance at
1 April gains/ 31March
2920
e
Income
8
Expenditure
6
Transfers
8
(losses)
f
2021
8
unrestricted
funds
Unrestricted
Funds
246,162 242,762 (163,154) (1,144) 324,626
Designated
Carers' Agents 152,216 377,222 (343,894) 185,544
Pm)act Development 4,300 4,300
156,516 377,222 ~343,894 189,844
Total unrestricted funds 402,678 619,984 ~507,048 ~1,144 514,470
Restricted funds
Village Agents 266,254 335,043 (490,082) 1,318 112,533
Primary Care Network
VAS 275,697 (198,461) 77,236
Surviving
Winter
10,795 46,000 (26,587) 30,208
Diversity 40,018 104,812 (73,054) 71,776
Ubuntu 93,487 (19,539) 73,948
Adult Social Care
Community
Hub
208,373 576,000 (604,828) 179,545
Crisis Fund 12,225 99,474 (111,699)
Taunton
Federation
26,896 110,052 (136,891) 57
Transport Agent 35,035 17,000 (47,214) 4,821
Macmillan
Agent
45,064 (34,163) 10,901
Community
Buildings
38,994 17,910 (22,123) 34,781
CCG Cancer 20,000 (13,987) 6,013
Somerset Society 1,608 1,608
Village Hall 3,766 3,766
Digital Engagement 36,374 (299) 36,075
Mendip Car Scheme 12,986 12,986
Transform
Ageing
Mental
Health Agents
26,716
1,414
~96 1,318 26,716
741,454 1,720,539 ~1,779,023 682,970
Total funds 1,144,132 2,340,523 ~2,288,071 ~t, f44 1,197,440
Group 8 Charity
Total funds at
Unrestricted Restricted 31 llllarch
funds funds 2022
6 6
Fixed asset investments 77,022 77,022
Current assets
Current
liabilities
Provisions
Total net assets
444,982
(47,005)
471,965
929,675
(117,691)
1,374,657
(164,696)
~9,
,»9
Total funds at
Unrestricted Restricted 31 March
fundsf funds
6
2021
6
Fixed asset investments 82,923 82,923
Current assets 505,680 760,270 1,265,950
Current
liabilities
Provisions
(60,843) (77,300) (138,143)
~h,»
Total net assets 514,470 682,970 1.197,440