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2023-03-31-accounts

NORTH TAUNTON PARTNERSHIP

ANNUAL REPORT

1[st] APRIL 2022

to

31[st] MARCH 2023

Registered Charity no.1078827

NORTH TAUNTON PARTNERSHIP

ANNUAL REPORT 2022/2023

CONTENTS

ITEM PAGE
Mission statement 1
Trustees 1
Staff and Volunteers 2
Partnership Members 3
Chair’s Report 4 & 5
Manager’s Report 6 & 7
Breakdown of service users 8
Delivery Plan 9- 17
Treasurer’s Report & Reserves
Policy
18
Statement of financial activities 19 & 20
Notes to the Accounts 22
Independent Examiners Report 23 & 24
Future plans and Trustee’s
declaration
25

MISSION STATEMENT

The Charity’s objects are to promote charitable purposes for the benefit of the community of North Taunton and in particular the advancement of education, the promotion of health and the relief of poverty, sickness and distress

“A very, very good evening!!

Thank you for organising such an excellent course” Family History

APPOINTMENT OF TRUSTEES

The constitution governs the appointment of Trustees who are elected at the Annual General Meeting.

NAME POSITION ELECTED RESIGNED
Paul Tooze Trustee
Chair
April 2011
September 2017
Libby Lisgo Trustee November 2011 September 2021
Chris Mitchell Trustee
Vice Chair
December 2013
September 2017
January 2022
Catherine Berry Trustee September 2014 July 2021
Brenda Weston Trustee September 2016
Paul Cram Trustee September 2017 May 2020
Angela Bolitho Trustee February 2020 September 2020
Mark Wood Trustee February 2019
Simon Clarke Trustee September 2020 October 2022
Andrew Glass Trustee
Treasurer
October 2020
February 2021
Carolynn Coleman Trustee September 2021 May 2022
Melanie Butt Trustee June 2021
Gill Harrison Trustee September 2021
Verity Underhill Trustee July 2022

Pau l has lived in Taunton for over 13 years and works at the United Kingdom Hydrographic Office. He represented the area as a district councillor before becoming a trustee.

Brenda grew up in Priorswood, as a mature student gained an Honours Degree in Social Policy. This led to a career in policy research and evaluation projects. She represented the community as a district and county councillor.

Mark grew up in Priorswood. He works in software engineering and helps with youth and children's work at Wellsprings Community Church.

Gill worked in Education as a teacher, head teacher and SENCo before joining the WATCH project as a wellbeing course facilitator. She now works for Spark Somerset as part of The Open Mental Health Community Engagement Project and chairs Taunton Food and Support Alliance.

Verity lives locally and trained as a mental health nurse with the NHS, then in the private sector as an area manager with the responsibility for staff

appointment and retention for 6 nursing homes. She volunteers in the community centre one morning a week on reception.

Mel has lived in North Taunton for over 25 years and has a background in administration. She volunteered in the community centre before becoming a Trustee.

Andrew lives in North Taunton and has spent his working life as an accountant, he also has the role of treasurer at a local church.

STAFF

Lesley Councill – Manager lesleycouncill@priorswoodcommunitycentre.co.uk Anita Scovell – Finance Administrator anita@priorswoodcommunitycentre.co.uk Lisa Herd – Office Administrator & Activities Coordinator lisa@priorswoodcommunitycentre.co.uk Lee-Anne Dew – Cleaner

All staff work part time and equate to 1.9 full time equivalents.

Lesley joined as Manager in 2006, previous roles included PA at an electrical contractors, insurance underwriter and childminder whilst her 3 sons were young, she lives locally and enjoys various hobbies.

Anita joined as a volunteer in 2016 taking on the role as finance administrator in January 2022 after studying throughout the covid pandemic, she lives locally and has 3 sons.

Lisa joined the team in July 2022 having a background in finance and office administration, she is married with 2 sons.

VOLUNTEERS

Management costs are kept to a minimum through the use of volunteers for daily operation of the Community Centre. We have 39 volunteers who gave 3577 hours of time during the year. In addition, 8 Trustees gave 728 hours during the year. This represents £44,858 of unpaid hours .

We had 4 new volunteers, 2 volunteers attained 15-year awards receiving an engraved vase. 29 live within the local area, our eldest volunteer is 86.

PARTNERSHIP MEMBERS

Age UK Somerset Avon & Somerset Police
Christians Against
Poverty/Vineyard Church
Citizens Advice Taunton
Devon & Somerset Fire & Rescue Everyone Active
Friendship & Sons Get Set Services
Leonard Houlden Court (Housing
& Care 21)
LiveWest Housing Lyngford Park Primary School
Lyngford Park Surgery North Taunton One Team
Oakwood Church Priorswood Library
Priorswood Primary School Read Easy Taunton and
Wellington
Rowbarton Church Selworthy School Oakhill and
Hazlebrook Campus
Sky College Somerset Activity and Sports
Partnership (SASP)
Somerset Advice Network Somerset Community Credit
Union
Somerset County Council Somerset Skills & Learning
Somerset West and Taunton
Council
Spaeda St Andrews Church
St Peters Church St Teresa of Lisieux Church
Taunton Academy Taunton Area Debt Advice
Taunton North Youth Club Taunton Street Pastors
Wellsprings Community Church Wellsprings Primary School
Zing Somerset

“I want to say a big thank you for all your hard work and dedication to the community, I know how hard it all is” Manager Priorswood Coop

OUR COMMUNITY

North Taunton is an area of multiple deprivation with one area being ranked as 10% most deprived in the country.

There is a great community spirit with the Community Centre being seen as the hub of the community.

The population of North Taunton is just under 22,000 and is made up of mainly 90% white British.

Council tenants make up 30% of the population with 1507 Council owned properties.

10.4% of households have no access to a car or van.

Around 30% of the population have either a long-term health condition or disability.

We have 4 primary schools; Lyngford Park Primary, Wellsprings Primary, Priorswood Primary and St Andrews Primary School.

A secondary school: The Taunton Academy.

A special educational needs school: Selworthy School with two campuses and Sky Academy for students in years 5 – 11 who have an EHCP.

POLICY REVIEW

The trustees have a robust system in place for reviewing policies and procedures which are reviewed in line with good practice.

The Governance Code, Health & Safety, Safeguarding and Data Protection are reviewed annually along with others that are either reviewed annually or bi-annually at an executive meeting.

“After being alone and not being able to go out the first place I came to was the community centre” Young Mum

Chair’s Report by Paul Tooze

Over the past year the Community Centre has continued to provide many classes and activities which have helped, educated, and entertained a wide variety of residents. This has ensured that the charity has managed to meet the majority of its objectives laid out in our delivery plan. The ‘Pride in

Priorswood’ events were again delivered in Lyngford Park during the Summer holidays. These events are now firmly established in the North Taunton calendar and provide wonderful days for both children and their parents.

Within this Annual Report, you will be able to read about many of the things that the Community Centre does to support and

improve the local area. You can also read wonderful testaments given by a variety of people who have worked with or been assisted by our charity. These messages reveal just how important the Centre is. We continue to be supported by many volunteers, giving up their time free of charge to enable us to open our doors on a daily basis. As you can see volunteer hours now equate to the equivalent of £44,858 in paid work, a quite phenomenal amount!

This year we have seen significant changes in the structure of local Government, with the establishing of a new unitary council for the whole of Somerset, and as a result, the disbanding of the Somerset West and Taunton Council. Although having a limited lifespan, I would like to thank SW&T for all of the engagement and funding they have provided to the Centre over the past 3 years and seek to forge an equally strong relationship with the unitary authority.

Similarly, looking forward to next year, we will be hoping to work closely with the new Taunton Town Council, which will be in place after elections in May, and especially the councillors who are elected to represent the North Taunton area.

As Chair, I am fortunate to have been supported by a marvelous team of trustees who have a lot of experience and insight. I would like to thank them for their dedication and time. They each bring their own skills and make a unique contribution to the team.

Finally, as always, I am eternally grateful to the Centre’s staff; Lesley, Anita, Lisa and Lee-Anne, for their total commitment and hard work. It is great that we now have new staff working alongside and learning from Lesley, who is passing on her invaluable knowledge and experience garnered over many years.

I look forward to another productive year supporting the local community.

I look forward to coming to the community centre. I do not know what I would do if it was not here.

I read your newsletter page to page as it’s so interesting.

Managers report by Lesley Councill

This year has been a particularly busy year and although we’ve seen a gradual recovery from the pandemic the effects of the cost-of-living crisis has not only hit the Community Centre with increased utility bills but also our community as a whole.

We’ve been busier than ever helping people contact their energy providers and support agencies, giving out food parcels and offering household items free or at low cost to those in real need.

We continued to form links with more partner agencies and have been lucky enough to secure funding through the Open Mental Health Alliance to reach out to those

that need that extra support when their health and wellbeing has been impacted, as part of the project we started a menopause support group and through the tears and frustrations of having no one to turn to we have been able to support those ladies.

All of our groups are now up and running again with new groups been added to the program, our summer activity days took place this year and were a great success with families enjoying the activities in the sunshine.

We had 4 new volunteers replacing 4 that left through employment, retirement or ill health, ladies from the Inner Wheel have been supporting us making teas and helping at events, this has been a real boost to the day to day

running of the Centre and I would like to extend my thanks to all the ladies. 2 volunteers received their 15-year award and gift. When volunteers stay that long you know that they feel supported and enjoy what they do, which is lovely to see, thank you to our amazing team of volunteers, without them the community centre would not be the place it is today.

July saw Lisa, a new member of staff, join the team taking on the role of Events and Activities Coordinator, meaning that we are now able to offer more to the community through these increased staff hours.

In March I attended a thanksgiving ceremony at The Minster and received a certificate of thanks for services to the community from Councillor Hazel Prior-Sankey.

I would like to take this opportunity to thank everyone for their support, especially our funders as without their continued support the Community Centre would not be here to impower and serve our community.

We look forward to a positive, active, and happy year ahead.

“Just wanted to say thanks so much for letting us come along today and for looking after us! It was brilliant to meet the people in your community and we're really inspired by what you're doing for them”. Dr Natalie Whitehead, Exeter Science Centre

BREAKDOWN OF SERVICE USERS

2022/23 2021/22 2020/21
Covid-19 (Ceased April 23) 0 155 4669
Zoom Socials (Ceased April 23) 0 114 54
Cafe Customers 4591 3165 0
Events 2240 859 0
Bric-a-Brac 1828 2006 0
Scrabble & Games Group 262 123 0
Circuits 285 300 263
Lunch Club 461 456 0
General enquiries 434 1205 23
Tai Chi Class 247 222 245
Dominoes & Games Group (Ceased 2022) 0 15 0
Computer Group 104 32 0
Knit & Natter 190 106 0
Citizens Advice Taunton 48 10 0
History Group 32 39 0
Thursday Talks (Zoom) (Ceased April 23) 0 36 34
Somerset West & Taunton Benefits advisor 53 8 0
Cooking Group 17 23 0
Job Club (Ceased 2022) 6 1 0
Write2Read 48 24 0
Somerset West & Taunton Housing
Advisor (restarted January 2023)
8 0 1
Health Walks suspended 0 0 0
Police 14 6 0
Credit Union 24 21 0
Creative Writers Group 49 16 0
Workshops 36 0 0
NHS & Health Related 70 128 0
Bereavement Support (Ceased 2023) 2 37 0
Community Computer (Stats no longer
sent by SWT Council)
0 0 0
Menopause Support Group (Started
January 2023)
24 0 0
TOTALSERVICE USERS 11073 **9107 ** 5,289

*Data shows a snapshot of users to the Community Centre. There were 6562 unique visits to our website in 2022-2023. There were 93808 hits on our social media sites 2020 to 2022 numbers decreased due to the Corona Virus Pandemic

DELIVERY PLAN: DELIVERY PLAN:
Business Plan 2022/2023
Objectives Desired Outcomes Measures and
Timescale
Actual
Outcome
1 Recruit and
train volunteers
and trustees to
meet the
needs of the
service.
Offer training
opportunities.
Produce
updates
through
meetings,
newsletters
and a
volunteers
manual.
Recruitment is open
to all.
Maintain enough
volunteers to deliver
our services.
Reflect our
community.
Are able to: build self-
confidence; use
existing knowledge &
skills, learn new
skills, job satisfaction,
seek employment,
recognition through
awards.
Recruit professionally
qualified volunteers
for specific jobs.
Increased
numbers.
Numbers gaining
paid
employment.
39 volunteers.
8 trustees.
2 volunteers
gained their 15
year award and
received an
engraved vase.
2 Operate the
Community
Centre.
Gain funding to meet
core costs.
Maximum potential
Community
Centre Usage
Footfall 11073
3 Host advice
surgeries
Citizens Advice
SW&T Benefits
SW&T Housing
Police
Residents have
access to advice and
support
All surgeries to
be held.
Footfall 123
4 Maintain
Hallmark 1
accreditation.
Maintain Hallmark 1
accreditation.
Ongoing. Hallmark 1
maintained.
5 Provide
transport and a
hot meal via a
Lunch Club
Provide a hot meal.
Ensure sufficient
volunteers.
Ensure transport is
available.
Outing once a year.
Collect and bank the
money.
Move towards
sustainable self-
funding.
Residents benefit
from:
•A regular
nutritious,
affordable hot
meal in a friendly
environment
•Opportunities for
social interaction
To be attended
by a minimum of
10 people.
One outing a
year
Timescale
ongoing
Footfall of 461
Outing to
Watchet in July
6 Provide fitness
classes.
Provide a venue and
tutor.
Collect and bank the
money.
Move towards
sustainable self-
funding.
Participants benefit
from:
•improved health
and mobility
•the opportunity for
social interactions
To be attended
by a minimum of
6 people each
week.
Footfall of 560
7 To organise
food, nutrition
and cookery
classes.
Teach basic skills.
Provide education
about diet and health.
Participants
experience improved
health through:
•increased
understanding
A minimum of 6
people
attending.
Footfall 17
about healthy
eating
•gain confidence
and develop new
skills
•participating in
group learning
sessions
8 Offer support
with mental
health
Work in partnership
with the Open Mental
Health Alliance to;

To offer
support

Guidance

Signposting

Social, health
and fitness
groups
Set up new
groups.
Numbers
attending.
Referrals made.
504 Letters
sent out
through
Lyngford Park
Doctors
Surgery.
Menopause
support group
started January
2023, 24
attendees.
Signposting
9 1 Deliver open
access
community
events aimed
at young
people
2. Raise funds
to hold the
events.
Access to
experiences and
activities that
entertain, educate
and provide
diversionary activities
aimed at reducing
anti-social behaviour.
Parents,
grandparents and
carers have
opportunities to share
experiences with their
children, meet others
and talk to a range of
public service
providers.
1 day events
attended by a
minimum of 30
young people.
School holidays.
Footfall 1600
10 Work with
schools and
colleges to
Participate in a
working environment,
develop skills to add
to their CVs.
Offer as many
opportunities as
possible.
1 silver Duke of
Edinburgh
volunteer
gained 6
offer work
experience.
months
engagement
11 Organise
weekly social
groups
Offer a warm, friendly
environment to
socialise and enjoy
activities facilitated by
volunteers.
To be attended
by a minimum of
5 people.
To be self-
funding
Footfall 536
12 Organise
weekly
educational
groups
Gain knowledge and
learn new skills,
facilitated by
volunteers and tutors.
To be attended
by a minimum of
5 people.
To be self-
funding
Footfall 104
Digital support
13 Organise
•bazaars in
Spring and
Autumn
•Christmas
Market
•World Book
Day event
•One off
events
Raise awareness of
the Community
Centre.
Recruit new
volunteers.
1. Residents are able
to:
•learn about
services on offer
•find volunteering
opportunities
•buy items at low
cost.
2. Raise funds
To raise:
•£750 from
bazaars
•£1000 from
the Christmas
Market.
Bazaars raised
£872.15
Christmas
Market raised
£1193.39
24 Stallholders.
World Book
Day raised
£51.80 sold
259 books
Footfall 640
14 Host a SW&T
community
computer.
On-line access.
Volunteer-assisted.
Develop IT skills.
Recruit and train
volunteers
Timescale –
ongoing.
15 To be the voice
of the
community
whilst staying
politically
neutral.
Enable those
adversely affected by
and concerned about
current issues or
changes to have their
say and forward
concerns to the
appropriate agency.
Ongoing. Concerns
re-laid to those
agencies
concerned
16 Work in
partnership
with the North
Taunton One
Team and
North Taunton
Development
Group.
To work with the
coordinator to
exchange
information.
Residents benefit
from the ‘joined-up’,
inter-agency
approach.
Timescale
ongoing.
Attended North
Taunton
Development
Group
Meetings
17 To be
dementia
friendly.
Deliver training when
required.
Visitors are greeted
in a friendly and
welcoming manner.
On-going
18 1. Produce a
community
newsletter.
2. To hold
information
leaflets.
3. Signposting
facility.
Produce 3000 copies
annually.
Residents are well
informed of events,
services and
opportunities.
Offer a signposting
facility.
Spring, Summer
and Winter
3000
hardcopies
produced and
distributed.
Electronic
copies emailed

We would like to thank our funders, without their support the Community Centre would not be able to function.

“We have reached the end of the Together Again pilot project and I thought I would share some of the outcomes with our trusted partners. I would also like to thank you for your involvement in the project. There have been many partners involved and your help has been crucial in allowing us to reach and work with many more people in the Taunton area”. John French Museum of Somerset

TREASURER’S REPORT

We would like to thank all those organisations and individuals who have generously supported the charity. North Taunton Partnership has continued to support many local residents who have benefitted from our services. Details of restricted fund grants are shown in the accounts.

RESERVES POLICY

The Trustees are aware of their obligations under charity law and therefore set out the policy for the use of reserve funds. The intention in establishing this reserves policy is to ensure the continuation of the charity’s normal activities through any medium term shortfall in funding.

For the financial year to 31 March 2024, the trustees’ policy is to maintain free reserves (defined as unrestricted reserves not invested in fixed assets) equivalent to 4 months’ budgeted expenditure, approximately £25,000. The trustees feel it is also prudent to have a reserve of £2,500 for any substantial unexpected and urgent need for which funding cannot be obtained in the necessary timeframe. Free reserves at 31 March 2023 were £56,316 (2022 £73,211).

FUTURE PLANS

A Business and Development Plan has been produced by the Trustees setting out the objectives for the Partnership and Community Centre for the twelve months April 2023 to March 2024.

The Trustees declare that they have approved the trustees report above and that they have paid due regard to the Charity Commissions guidance on public benefit.

Signed on behalf of the North Taunton Partnership’s trustees

Paul Tooze Chairman Date: 19[th] April 2023

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31[ST] MARCH 2023

Receipts and Payment Account

Analysis of Restricted Funds
Unparished Area Fund
SCF Somerset Partnership
fund
SCF Let's Create
SCF Somerset Fund
Magdalene Trust
Open Mental Health
SCF High Sheriff
SCF lottery
ASDA foundation
Taunton Rotary
SW&T Partners Grant
SW&T One Team
SW&T Lottery
SW&T Youth Initiative Fund
SCF High Sheriff
TOTAL RESTRICTED FUNDS
Balance
Receipts
Payments
Balance
Bfwd
Cfwd
£
£
£
£
2,500
2,500
0
5,000
5,000
0
5,250
5,250
0
2,000
2,000
0
2,000
2,000
6,568
3,548
3,020
1,500
1,500
0
1,000
1,000
0
450
450
0
500
500
0
14,500
14,500
0
507
1,750
1,757
500
1,000
1,000
0
3,000
3,000
3,000
3,000
1,500
1,500
1,500
£6,007
£46,018
£43,505
£10,020

“I can't tell you how happy I am to receive the information. Thank you so much and please thank the history tutor for me” Brenda

NOTES TO THE ACCOUNTS

Accounting Policies

Section 133 of the Charities Act 2011 permits a charity to prepare a receipts and payments account and a statement of assets and liabilities where gross income in the financial year does not exceed £250,000, therefore receipts and payments accounts and a statement of assets and liabilities has been prepared and presented for the year ended March 31st 2023; this is consistent with previous years.

All Income, including grants, is recorded when received. All Expenditure is recorded when paid.

“I thought the garden looked absolutely beautiful and it seemed so jolly in the sunshine and everyone enjoying themselves. Well done you!”

NORTH TAUNTON PARTNERSHIP

INDEPENDENT EXAMINERS REPORT TO THE TRUSTEES

I report on the accounts of North Taunton Partnership for the year ended 31[st] March 2023.

RESPECTIVE REPONSIBILITIES OF TRUSTEES AND EXAMINER

The charity trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to;

BASIS OF INDEPENDENT EXAMINER’s REPORT

My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes a consideration of any unusual issues or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

INDEPENDENT EXAMINER’S STATEMENT

In connection with my examination, no matter has come to my attention which gives me reasonable cause to believe that, in any material respect, the requirements

No other matter has come to my attention in accordance with my examination to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Timothy Green FCMA 29 Beechwood Drive Crewkerne TA18 7BY

Date: 23rd June 2023

Priorswood Community Centre 13-14 Priorswood Place Eastwick Road Taunton TA2 7JW 01823 353643

Email: lesleycouncill@priorswoodcommunitycentre.co.uk Facebook: www.Facebook.com/PriorswoodCommunityCentre

www.priorswoodcommunitycentre.co.uk