2024-02-29-accounts - Sage Counselling

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Son Trustees’ Annual Report for the period
COMMISION | From Period start date To Period end date
Charity name) Sage Counselling :
Registered charity number (if any)
Charity’s principal address |60 Stockbridge Road
Chichester
West Sussex
Names of the charity trustees who manage the charity
Trustee name Office (if any) ate“ tent ror respite bre haelou entitied
1 Gina Howard Chair Management Committee
2 Mary Lou Harris Counsellor Management Committee
3 Robert Hambrook Treasurer Management Committee
4 Paul Gupta Management Committee
5 Jane Oswin Counsellor Management Committee
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10
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12
13
14
15
16
17
18
19
20
Names of the trustees for the charity, if any, (for example, any custodian trustees)
1.
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{ ee

Names and addresses of advisers (Optional information)

Name of chief executive or names of senior staff members (Optional information)

		Section B	Structure, governance and management
		Description ofthe charity’s trusts
		Type ofgoverningdocument Conetitution
		Howthe charity is constituted Association Model

		Trustee selection methods Byappointmentandendorsed atAGM
			Additional governance issues (Optional information)
, ?			F You may choose to include additional information, where
**	**		relevant, about: e policies and procedures adopted forthe induction and training oftrustees;
			@ the charity's organisational structureand anywidernetwork
		e trustees’ consideration of SAGE Counselling continuestowork inpartnershipwiththeMNDAto majorrisksandthesystemand	offercounsellingtoselected clientssufferingfromMotorNeuroneDisease procedures tomanagethem. and the clients’ immediatefamilies/ carerswithin theWestSussex area.
			Since December2022,wehavealsobeenworkingwiththe EastSussex branch of the MNDA.
			We aremembers ofCrawley Community Action (CCA) and derive support
			fromthem on advertising and various areas of administration
			In addition toCCA, we are members ofVoluntary Action Arun&
			Chichester(VAAC), Mid-Sussex VoluntaryAction (MSVA) andVoluntary
			Sector Support, Horsham District Council. These are local authority
			funded agencies thatheip charitieswith all aspects oftheirfunctioning,
			from fund-raising to statutory responsibilities, andweusetheirplatforms
			foradvertising and togain information aboutcounselling inthe local
			communi
		SectionC	Objectivesandactivities

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||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---| |To|promote|the|mental|well-being|of those|adults|in|our area who|suffer| |from|reduced|mobility|by the|provision|of a|domiciliary|counselling|service.| |charity set out|in|its governing|||[Vest]|[Sussex.]| |||Summary of|the objects of|the|The organisation is based|in Chichester and is available to residents of| |document|.|.|.|_|oan|:|.| |While we|continue|to function|primarily|as|a|domiciliary|counselling|service,|.| |we|now also|offer|counselling|by|phone|and|via|a video|link.| |To|ensure|quality|standards|set|by the|BACP|in the|achievement|of this| |objective,|there|is|regular|statutory|supervision|of all|counsellors|as|well|as| |training|days|on|relevant|topics|such|as|Resilience,|Personality|Disorders,| |Bereavement,|Making|The|Most Of Supervision.|All|Sage|counsellors|are| |expected|to|attend|these|training|events,|and|they|are|also|available|to| |members|of other|agencies,|and|are|therefore|of benefit|to|a wider| |audience.| |In|the|post-pandemic|era,|most|counselling|took|place|online,|and|this|is| |particularly|suitable|for|clients who|five|in|areas|of the|county where we| |Summary|-|Sead|have no counsellors available for home visits. However, now that people| |Do|lo|~netonmain teres activities|havepreference more c f|o|rnfidence counsell|in|goingg|on a out, face-to-face many clientsbasis, haveand expin|res|ponsesed|a to this,| |objects (include within|this|we now offer a|service|of hybrid counselling.| |section|the|statutory| |declaration that Prstes: have|At the end of counselling,|clients|are offered the opportunity to supply| |had|regard|to the guidance|written feedback either online or on a|printed form.| |issued|by|the|Charity| |Commission on|public|benefit)| |Sage|Counselling|is|a|fully|professional|home|visiting|counselling|service| |delivered|by volunteer counsellors|for|adults|with|limited|mobility|living|in| |West|Sussex who|are|unable|to|access|other|counselling|services| |unaided.|Mobility|issues|can|arise from|increasing|age,|medical|conditions,| |end|of|life|illness,|disabilities|and|severe|mental|health|issues|such|as| |anxiety|and|agoraphobia.|Sage|Counselling|is|unique|in West|Sussex|and| |allows|a|specific|marginalised|client group|to|access|counselling|help.|

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Additional details of objectives and activities (Optional information)

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We are not a grant-making organisation
We do not have sufficient reserves to develop an income stream from
investments. We only run a simple savings account.
Youfurther maystatements, choose towhere include or hia paiiaaslee. clients when such contributions are
relevant, about: Counsellors undertake the counselling work as unpaid volunteers,
° policy on grant making; although those counsellors who work on behalf of MNDA clients are paid a
° policy: programme related claimfixed forrate mileage by this expensesagency. In andaddition, from Junequalified 2022,counsellorscounsellors arein allowed training to
investment; : . :
could also claim for mileage expenses, but at a lower rate than qualified
e contribution made by counsellors.
volunteers.
Section D Achievements and performance
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4.
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Section	Achievements and performance
F Summary eahinevnen ‘ achievements ofthecharity duringtheyear	Thegeneraltrendinthe increasingnumberofcounsellingsessionshas continued, andweare nownotfarawayfrom high level thatweattained inthe.vears prlérteCovd y p ,
	Although we continue to offercounselling bytelephone and video link,
	there is evidence that clients are nowmore willing to ask forface-to-face
	counselling, andwe believe that this will bring more clients to our
	organisation.
	Positive feedbackfrom clients
	Our organisation offers placements for second year students of
	counselling and psychotherapy. This gives studentsthe opportunityto developtheircounselling skills ina safeenvironment undersupervision.
	We aiso offerplacements tostudents inyears 3and4 oftheirstudies who areworking toward a higher qualification such as a BA or MA. In
	addition, wework with qualified counsellors who are working towards
	accreditation tothe BACP or other professional associations. A number
	ofstudent counsellors have become fully qualified during theirplacement
	with Sage Counselling.
	We have continued to develop our virtual office system usingthe G-Suite
	platform. All Sage personnel are nowcomfortable with using this office
	forstorage and retrieval ofdocuments, as well as using this facilityto
		disseminate information toothers in ourorganisation.
	In April 2023we published our Business Planwhich offers a
	comprehensive overview ofhowwe work, a description ofourmain
	policies, ourfinancial historyand our strategies forpreparing forthe
	future.

	Section E	Financial review
		To avoid being in debt, any delving into reserves is seen as an amber
	Briefstatement ofthe	warning of potential financial difficulties.
	charity’s policy on reserves
		We have published a Reserves Policy, which states that a fund of£6000
		must be available in the event thatthe organisation has to closedown.
		The sum of£6000 has been identified as the amount that would be
		required to run down our activities in an orderlyfashion and ensure that
		creditors are paid off.
	Details ofany funds materially
	in deficit
	Furtherfinancial review details	(Optional information)
	. ‘foumayehoosto Inctude additional information, where relevant about: oy te bd the charity's principal sources offunds (including any	Duringtheyear,werevised ourfeestructure, withtheapprovalofthe Trustees.Weasked clientstopayanincreasedfee of£35, which is still , ; . considerably lessthanthefeescharged byconventional counselling services.However,whenclientsarefinanciallydisadvantaged,wewill acceptanamountthattheycan afford.
	fundraising),	The increase in clientfees has certainly boosted our income, andasa
	° howexpenditure has result, thiswas the firstyear in some time that our income, mainlyfrom supportedthekey objectives of	client contributions,was sufficienttoenable ourorganisation tobe the charity; financially independent.Wethereforehad no need toapply forany
	e investment policyand	external funding, aswehaddone in previous years.
:	objectives including any ethical investment policy adopted.	. Ourorganisation is also indebted to the efforts ofMarian Stapley, a member ofour Management Committee,who organised a fundraising
		waikwhich brought us a donation ofalmost £1000.
		Expenditure ison supervision and mileage costs, promotional activities,
		educational costs such as training and CPD and administration
		Noinvestments.

Section F Other optional information

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Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Full name(s) [ Robert JohnJonn HambrookHambrook | Mrs Gina Howard
Position (e.g., Secretary, Chair, | Treasurer and Trustee Chair and Trustee.
etc)
Date | 06 Dec 24 04.12.2014
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=| CHARITY COMMISSION ,
FOR ENGLAND AND WALES|SAGE Counselling 1088917
Receipts and payments accounts CC16a
For the period To
from 01/03/2023 28/02/2024
Section A Receipts and payments
Unrestricted Restricted Endowment Last year
funds funds funds Ls ie 7
tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£
A1 Receipts
21,214
[Prescription Pusincome sd SSSSC=™Y a erCe
[Other income Ce oe
|West[NationalSussex County Council || oeGe Cebo
[SussexSub CommunityLottery Awards FFoundati o nr Grant AllGrant_— [| ee)| ioeee|
total (Gross income for 28,538 28,538 34,436
AR)
A2 Asset and investment sales,
(see table).
ee
Sub total[_
A3 Payments ; =
eseeeee [1,043|
[Memberships] ise
A | Ld |
[PrintingCe| a [sas]
[Prescription Puscosts SSS] [SSTCCdT] [TTT] Td
rr |
[ t raining os Pe]ee Coote
es |Pe | [8,804]
bbe. 4s|
[AdjustmentsLL [ Oe] |
i
ee ae ll
ee) ee)
|
| Le
a
Sub total Des) (EL Ea ee
Aé4 Asset and investment
purchases, (see table)
esSub totalE ns
Net ofreceipts/(payments) oO) (|o L 3,574] | [8,153)]
ASTransfersbetweenfunds {J {TC
A6 Cashfundslastyearend [| [29,442)] P82 [20,959)]
Cash funds this year end eee (oe 32,687 | [28,02]
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CCXX R9 accounts (SS)

11/12/2024

Section B Statement of assets and liabilities at the end of the period

					Unrestricted	Unrestricted	Restricted	Endowment
vate	:	ta			funds		funds	funds
					to nearest£		to nearest£	to nearest£
		(e
					6,053		es	ed
		(agreebalances	with receipts	and payments
				account(s))
					Unrestricted		Restricted	Endowment
					funds		funds	funds
		Detalls			to nearest£		to nearest£	to nearest£
==								=
		Details			Fund towhich assetbelongs		- Cost(optional)	Currentvalue ‘optional
		Details			Fund towhich assetbelongs		" Gost:(optenal)	Current value optional
B4Assets retained forthe charity'sownuse							ftP	ee
					Fund to which		Amount due	When due
i		: Welahs —			liability relates =		optiona!	optional =
Signed by one ortwo trustees on behalfofallthetrustees		; Signature			, PrintName		Name	Date of approval
		Hi	IYO		GINA HOWARD			20.12.2024
		Worry			RogenT	HMNBReD

CCXX R10 accounts (SS)

41/12/2024

CHARITY COMMISSION FOR ENGLAND AND WALES ••• Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of SAGE Counselling On accounts for the year ended 28 February 2024 Charity no {if any) Set out on pages 1-10 'emember lo ii)¢ludp the paoe i)umbEis DI dddiliorial shppl%i I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 2810212024. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention ( ") in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. 11. 12. 2cI Independent examiner's statement Signed: Date: Name.. Sarah Bestley Relevant professional qualification(s) or body (if any): ACA Address: Carter Nicholls Limited, Victoria House, Stanbridge Park, Staplefield Lane Staplefield, West Sussex RH17 6AS

Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose.