Trustees’ Annual Report for the period
From 01.04.23 Period start date To 31.03.24 Period end date
Charity name: Integrating Children (known as Integrating) Charity registration number: 1090260
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The Charity’s objects are: 1. To promote the social, emotional, mental and physical wellbeing of children, young people and adults with disabilities within Durham and the surrounding area and provide respite for their families by supporting members’ inclusivity in mainstream leisure services. 2. To provide practical support and advice to families and/or carers for children, young people and adults with disabilities. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Integrating works with over 75 disabled children, young people and adults aged 5 – 30 years, largely within the Durham City and Chester- le-Street area. The organisation: • Promotes the social, emotional, mental and physical wellbeing of children, young people and adults with disabilities. • Supports disabled children, young people and adults to develop confidence, social skills, positive relationships and a support network within their community. |
• Helps members experience fulfilling and rewarding lives through the participation in safe, but fun and enjoyable activities. • Assists members to develop their independence to operate effectively and confidently within their community. • Enables members to make positive contributions to their community by engaging in skill development related to their interests and abilities and for some, contributing to the decision-making process within the organisation and developing their leadership skills. • Enables members to make friends and develop positive, meaningful relationships. • Helps families to feel supported to fulfil their caring responsibilities. This is achieved by supporting members to take part in the activities we arrange at their request. Our activities include: • Gym club • Visual Arts • Music • Football training • Sportability • Ten pin bowling • Virtual gaming • Swimming • Social Saturdays • Online social activities e.g. family bingo • Residential breaks • Day trips • ‘InterThinkers’ Youth Forum • Adult outreach ‘Day Service’ for members 16 and older • Assessed Needs provision • Volunteer development programme
| By involving members in mainstream activities, we can help them to build essential life skills such as: • self-confidence • social skills • the ability to engage with others across different situations • a sense of purpose to combat isolation and depression by reducing the negative effect of stress and/or anxiety This is particularly important as at least half of our members have difficulties with social communication and interaction, and restricted interests which impacts their ability to socialise and form lasting friendships. Integrating seeks to develop emotional resilience and a support network through access to fun, but safe, structured, regular and familiar activities. In addition, Integrating: • enables parents/carers to feel supported in fulfilling their caring responsibilities. • provides short breaks for families. • provides staff volunteering and working at Integrating every opportunity to gain experience for their future careers e.g. Social Care, Health Care, Social Work, Educational Psychology and Special Needs Education. |
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|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have reviewed and have regard to the guidance issued by the Charity Commission on public benefit in the planning and provision of services and in their governance of the charity. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Integrating does not make grants to individuals although in exceptional circumstances, will support involvement in activities by paying or subsidising costs for families facing difficulties e.g. access to residential opportunities. |
| Policy on social investment including program related investment |
Para 1.38 | The organisation has no investments nor policy in relation to this. Due to the size of the organisation, it is highly unlikely that this will apply. |
| Contribution made by volunteers |
Para 1.38 | Integrating values volunteers and has a small, but active, group of volunteers at all levels of the organisation: • Trustees who have control over the management and administration of the charity e.g. fundraising, recruitment and managing senior staff • Volunteers who support staff in the delivery of services • Local volunteers who help with fundraising initiatives Integrating believes that volunteering is beneficial to individuals’ mental and physical health; it is a mutual exchange of time and skills. Integrating provides training, support and tangible appreciation of any voluntary activity. All volunteers who have contact with Integrating members, or who have access to sensitive information and decisions taken, have been recruited, DBS checked and inducted to a standard comparable to that of the recruitment of staff. |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Attendance at Integrating activities has a positive impact on the social skills of members, achieved through the many and varied opportunities to engage with peers without the presence of parents and/or carers. This allows our members to develop positive relationships, increase their support network and make friends on their own terms. This has been freely expressed by members in discussion with their support workers on many occasions. Our members value the fact the Integrating: • allows them to make new friends and build positive relationships which are important for developing their own identity. • enables them to build lasting friendships over prolonged periods. Children and young people with disabilities can often move in and out of services, but Integrating’s long-term support allows lasting and meaningful friendships to be maintained. Many of the young people recognise that being involved with Integrating simply makes them feel better about themselves. This can be seen on many occasions where young people come to activities angry or frustrated from something that has happened to them at home or school. Through engagement with familiar and trusted support workers and with the help of their friends, any stress and/or feelings of negativity soon dissipate. Members have also told staff that they fully enjoy being independent, taking part in activities away from parents and carers. |
Parents consistently echo our members’ thoughts and are particularly appreciative of the opportunities their children and young people have to engage in fun, safe and rewarding activities with their own friends, but without the worry that can come from being a parent, especially when entrusting their disabled child or youngster to another person’s care. Such success has been achieved through the continuous hard work of Integrating’s Trustees, staff, volunteers, partners and all the families who have played their part in making the charity run safely and in an enjoyable way.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Integrating offers an adult outreach service for over 16s who no longer attend full-time education. Integrating also offers a service to referrals from partner agencies based on individuals’ assessed needs. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Fundraising has been very positive with existing funders continuing to support Integrating’s objectives. |
| Investment performance against objectives |
Para 1.41 | Not applicable |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Integrating achieved income of: • Unrestricted: £3,550 • Restricted: £ 232,490 Expenditure • Unrestricted: £3,748 • Restricted: £230,919 Brought forward • Unrestricted: £38,655 • Restricted: £229,678 Carried forward • Unrestricted: £38,457 • Restricted: £229,678 • Total £268,135 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Integrating holds a reserve of about £30,000 together with a dynamic financial management policy, which ensures there are sufficient funds to ensure the organisation can operate for a year on current grant/contract income. However, the charity intends to increase the reserve to £70,000. The charity has no long-term liabilities and has been able to operate on an income from diverse sources and payments dates for many years. |
| Amount of reserves held | Para 1.22 | £30,000 |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not applicable |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Local authority contracts 60% Independent trusts and other funders 35% Local fundraising/donations 5% |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not applicable |
| A description of the principal risks facing the charity |
Para 1.46 | I. Insufficient fund to maintain the organisation • Fundraising drives at least three times each year • Pursue all opportunities for funding II. Lose full time posts • Seek extension of funding |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Incorporated registered charity |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The constitution requires the membership to elect the full board of Trustees at the AGM each year. In reviewing the charity’s selection methods, it has been agreed that: I. The board will review the group’s strengths and needs in February each year and any potential vacancies II. Publicly advertise and recruit for appropriately qualified candidates III. Confirm any new Trustees at AGM by membership. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Integrating provides a full induction to all new Trustees on appointment based largely around the Charity Commission advice and the constitution of the organisation. Periodic refresher training is provided for Trustees in both their role and operational matters such as safeguarding and the needs of children and young people with disabilities. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Integrating does not have structural links with other organisations but does have relationships with: • Parents/carers – in partnership • Local authority – contractual • Local organisations – delivery partnership |
| Relationship with any related parties |
Para 1.51 |
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The charity’s organisational structure
Other
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Reference and Administrative details
| Charity name | Integrating |
|---|---|
| Other name the charity uses | Integrating Children and Young People (previous name) |
| Registered charity number | 1090260 |
| Charity’s principal address | Bullion Hall South Approach Chester-le-Street County Durham DH2 2DW |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Richard Taylor | Chair | Members | ||
| Sarah Warwick | Vice-Chair | Members | ||
| Michael McGlone | Treasurer | Members | ||
| Paul Archer | Members | |||
| Elizabeth Burns | Members | |||
| Lynne Clark | Members | |||
| Benedict Corrigan |
Members | |||
| Kimberley Handley |
Members | |||
| LucyHinds | Members | |||
| Michael McGlone | Members | |||
| Jayne Oliver | Members | |||
| Alison White | Members | |||
– Corporate trustees names of the directors at the date the report was approved
Director name Not applicable
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| Not applicable | ||
Funds held as custodian trustees on behalf of others
Description of the assets Not applicable held in this capacity
Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for Not applicable safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
David Gaudie- Project Manager Ben Taylor – Assistant Project Manager Kathryn Gaudie-Jones – Business manager
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Richard William Taylor ~~OO~~ Position (eg Secretary, Chair, etc) Chair ~~a~~ Date 13th December 2024 ~~Pp~~
Integrating Children
Financial Statements for the Period ended 31st March 2024
Charity No: 1090260
Community Accounting CIC
Integrating Children
CONTENTS
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
Integrating Children
Statement of Financial Activities (including Income & Expenditure Account) For the Year ended 31st March 2024
| Unrestricted Funds 2024 £ Incoming Resources Fund Raising and Donations 8,567 Grants Income generated from Activities 71,252 Interest Received 0 Other Income 0 Total Incoming Resources 79,819 Resources Expended Direct Costs Staffing Costs 53,670 Administration 25,536 Total Resources Expended 79,206 Net Incoming Resources 613 Transfer between Funds 0 Total Funds Brought Forward 38,457 Total Funds Carried Forward 39,070 |
Restricted Funds 2024 £ 192,540 30,011 222,551 75,877 146,674 222,551 0 0 229,678 229,678 |
Total Funds 2024 £ 8,567 192,540 101,263 0 0 302,370 75,877 200,344 25,536 301,757 613 268,135 268,748 |
Total Funds 2023 £ 3,550 204,784 27,706 0 0 |
|---|---|---|---|
| 236,040 | |||
| 49,254 169,298 18,927 |
|||
| 237,479 | |||
| (1,439) | |||
| 269,574 | |||
| 268,135 |
Integrating Children
Balance Sheet as at 31st March 2024
| 2024 | 2023 | |||||
|---|---|---|---|---|---|---|
| £ | £ | |||||
| Fixed Assets | ||||||
| Tangible Fixed Assets | 2,234 | 3,681 | ||||
| Current Assets | ||||||
| Debtors | ||||||
| Cash at Bank and in Hand | 266,764 | 264,703 | ||||
| 266,764 | 264,703 | |||||
| Less | ||||||
| Current Liabilities | ||||||
| (Payable within one year) | ||||||
| Accruals | 250 | 250 | ||||
| Net Current Assets | 266,514 | 264,453 | ||||
| Net Assets | 268,748 | 268,134 | ||||
| Funded by | ||||||
| Unrestricted Funds | General | Capital | 2,234 | 3,681 | ||
| Revenue | 36,836 | 39,070 | 34,776 | 38,457 | ||
| Restricted Funds | 229,678 | 229,678 | ||||
| Total Funds | 268,748 | 268,135 | ||||
| Approved | ||||||
| Richard Taylor, Chair | ||||||
| Date6th July 2024. |
Integrating Children
Notes forming part of the Financial Statements to 31st March 2024
1) Accounting Policies
The principal accounting policies are summarised below, The accounting policies have been applied consistently throughout the year and in the preceding year.
a) Basis of accounting
The financial statements have been prepared under the historical cost convention in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities issued in March 2005.
b) Revenue Grants
Gross amount received as recognised within incoming resources and corresponding expense is shown with outgoing resources
c)
Taxation
The charity is registered and exempt from taxation on its charitable activities
d) Fixed Assets
Fixed assets are stated at cost less accumulated depreciation. Depreciation is provided at rates calculated to write off the cost of each asset over its expected useful life.
Music and Office Equipment 15% Straight Line Computer Equipment 15% Straight Line
Integrating Children
Notes forming part of the Financial Statements to 31st March 2024
2) Incoming Resources
| Grants Unrestricted Big Lottery Mains Grant GMBC Ballinger Trust Big Lottery Community Fund Greggs Trust Joseph Strong Durham and Dundee Special Needs Karbon Homes Sports Foundation Durham County Council 0 Income Generated from Activities Unrestricted Holiday Activities Other Activities Day Service Users 71,252 71,252 |
Restricted 16,583 31,287 25,000 20,000 1,000 27,733 846 500 69,591 192,540 Restricted 15,880 14,131 30,011 |
Total 2024 16,583 31,287 25,000 0 20,000 1,000 27,733 846 500 69,591 192,540 Total 2,024 15,880 14,131 71,252 101,263 |
Total 2023 33,166 46,480 8,000 6,424 20,000 1,000 40,588 49,126 |
|---|---|---|---|
| 204,784 | |||
| Total 2023 27,706 |
|||
| 27,706 |
Integrating Children
Notes forming part of the Financial Statements to 31st March 2024
3)
Resources Expended
| Direct Costs Holiday Activities Other Activities Staff Costs No employee earned more than £60,000 durin the year Average no. of employees (including those in direct costs) Administration Unrestricted Restricted Rent 14,400 Insurance 404 Postage Sundries 2,579 Equipment 6,706 Depreciation 1,447 25,536 0 |
2024 5,418 70,459 75,877 200,344 10 Total 2024 14,400 404 2,579 6,706 1,447 25,536 |
2023 3,795 45,459 |
|---|---|---|
| 49,254 | ||
| 169,298 9 Total 2023 11,304 404 1,928 3,846 1,447 |
||
| 18,929 |
Integrating Children
Notes forming part of the Financial Statements to 31st March 2024
4) Trustees Remuneration and Related Party Transcations
No member of the management committee received any remuneration during the year.
5)
6)
Tangible Fixed Assets
| Cost As at 1st April 2023 Additions Disposals As at 31st March 2024 Depreciation As at 1st April 2023 Charge for Year Elimated on Disposal As at 31st March 2024 NBV as at 31st March 2024 NBV as at 31st March 2023 Creditors Accounts |
Music & Office Equipment 9,646 9,646 5,966 1,447 7,413 2,233 3,680 |
Computer Equipment 9,099 9,099 9,098 9,098 1 1 2024 250 250 |
Total 18,745 0 0 |
|---|---|---|---|
| 18,745 | |||
| 15,064 1,447 0 |
|||
| 16,511 | |||
| 2,234 | |||
| 3,681 | |||
| 2023 250 |
|||
| 250 |
Integrating Children
Notes forming part of the Financial Statements to 31st March 2024
7) Analysis of Net Assets between Funds
| Tangible Fixed Assets Current Assets Current Liabilities |
General Funds 2,234 37,076 (250) 39,060 |
Restricted Funds 229,688 229,688 |
Total 2,234 266,764 (250) |
|---|---|---|---|
| 268,748 |
8) Movement of Funds
| Durham Special Needs Ballinger Trust GMBC Big Lottery Greggs Trust Durham County Council Joseph Strong Other Activities Total Restricted Unrestricted Funds General Funds (Capital General Funds (Revenue) General Funds Total Funds |
As at 1st April 2023 32,550 197,127 229,677 3,681 34,776 38,457 268,134 |
Incoming Resources 27,773 25,000 31,287 16,583 20,000 69,551 1,000 1,346 30,011 222,551 79,809 79,809 302,360 |
Outgoing Resources (32,550) (25,000) (31,287) (16,583) (20,000) (64,763) (1,000) (1,346) (30,011) (222,540) (1,447) (77,759) (79,206) (301,746) |
Transfers 0 0 0 |
As at 31st March 2024 27,773 0 0 0 0 201,915 0 0 0 |
|---|---|---|---|---|---|
| 229,688 0 0 2,234 36,826 0 |
|||||
| 39,060 | |||||
| 268,748 |
Transfer of Funds to Designated represents the increase in provision for redundancy
Transfer of funds from Capital to Revenue represents the depreciation charge for the year
Community Accounting North East CIC
, Birtley Business Centre, Station Lane, Birtley, DH3 1QT
Integrating Children
Independent Examiner’s Report
I report on the accounts of Integrating Children for the Period ended 31[st] March 2024
Respective Responsibilities of Trustees and Examiner
The trustees of the charity are responsible for the preparation of accounts; they consider that the audit requirement under section 144 of the Charities Act 2011 does not apply. I have been appointed under the Charities Act 2011 and report in accordance with the regulations made under section 145 of that Act. It is my responsibility to examine the accounts and statement, without performing an audit, and to report to the trustees.
Basis of Examiner’s Statement
This report is in respect of an examination carried out in accordance with the directions given by the Charity Commissioners under the Act). An examination includes a review of the accounting records kept by the charity trustees and a comparison of the accounts presented with those records. It also includes a review of the accounts and making such enquiries as are necessary for the purpose of this report. The procedures undertaken do not constitute an audit.
Examiner’s Statement
Based on my examination, no matter has come to my attention which gives me reasonable cause to believe, that in any material respect, accounting records have not been kept in accordance with section 130 of the Charities Act 2011. or that the accounts presented do not accord with those records or comply with the accounting requirements of the Charities Act 2011.
No matter has come to my attention in connection with my examination to which, in my opinion, attention should be drawn to enable a proper understanding of the accounts.
Terry Atkinson Independent Examiner 26[th] June 2024
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