Chair of trustees report.
Welcome to Taking Part’s Annual Report giving a view of what has happened over the past year.
It’s a huge understatement to say it’s been a challenging time. The spectre of Covid has touched us all to a greater or lesser extent – sometimes in tragic ways and sometimes in just plain frustrating ways.
On the positive side, this period of time has allowed us all to reconnect with what is important to us as individuals and as part of our peer groups. Good examples perhaps being the huge number of ad hoc groups set up to watch out for neighbours, do a group shop run, combat loneliness, keeping a check on each other’s mental and wellbeing health. This is where Taking Part came into its own – continuing to deliver under difficult circumstances, demonstrating an ability to adapt and demonstrate our value to our communities in all areas. Taking Part has continued to deliver core services of information, advocacy, advice and guidance and has seen a higher demand in these services. We have also been able to take on new projects to ensure that our communities are able to deal with the challenges of COVID 19 and enable our most vulnerable people to feel safe, remain in contact with each other and know where to obtain all the information and guidance they need to deal with the pandemic.
Taking Part’s our volunteers and Experts by Experience who have all contributed mightily. Without them this would all be so much harder. Our Citizen Advocacy Volunteers have given more time to ensure that they keep in touch with the people they support giving reassurance and reducing the feeling of isolation and loneliness.
As Trustees John and Sue, myself and our two newest members Jean Harris and Paul Hume Miller have kept the well being of the team front and centre in our actions. We have been particularly proud of how well the staff team have dealt with the changes of working, increased challenges and their adaptability.
Chair of trustees report.
We are delighted to welcome aboard Paul Hume Miller – a busy man with very current business experience who wants to bring those skills and others to the table to play his part in ensuring our charity continues to move forward in a positive, cost effective and relevant manner.
Taking Part have had a successful year financially, so we are in a strong position going forward. We have also gained new opportunities and forged new relationships and collaborative partnership working with other voluntary sector organisations.
Taking Part staff and volunteers have taken on the opportunities to keep up their personal development and training by using on line training courses and webninars.
To conclude, Taking Part is emerging from this last couple of years leaner, fitter and well able to handle whatever the future throws at us. These past 2 years have been a learning curve for many organisations and Taking Part has risen well to the challenges and continues to strive and deliver.
Peter Simmons
Chair of Board of Trustees
Taking Part Registered Charity number 1092033 Company Limitsd by guarantee number 04362948 Unaudited Income and Expenditure Account for the Year Ended 31 March 2021 Taking Part Louise House Roman Road Meole Bra Shrewsbury Shropshire SY3 9JN Accounlants Phillips Ltd Chartered Accountants 4 Pearson Road Central Park Telford TF2 9TX AaKEUE41 30112r2021 COMPANIES HOUSE A10
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Taki an No 04362 Chari No 1092033 Contents of the Financiaf Stalem8r)ts for the 1st 020 fo 2021 Content$ 1. Rekhyt of the Directors 2. Independent Examinerfs Report 3. Statement of nanCi* Activities 4. Balance Sheet S. Note¥ to.acmints
Takin Part rtof he Directors forthe riLMJ 1st ril 2020 31st March The tlire¢tO pent ttEir fpF¢rt with Ihe fman¢>al stments ofthe ¢omwy fty pwiod 1$lApril 2020 to 31 st 2021. PFinci The wincipal activty ollh• compary in the wa5 that oftr preventitsn or lief ol povèrty and prw$n ol inforfflalion.kne. afvocw and traw"IHW k¢those ¢fnts who have heajth aThJ social careneeds. Dlrectors Th8 directors who hekl offi¢e durwvJ pewA frcffi 1st 2W20 to the date of this report are as fo11th.. MT John Gcxjfrey Mrs Susan M Godfrey Mr Peter SThrnons Mrs Jean Harris Other ¢hanges d1ctOrS ts)hn9 olke are as frkns: Mr Dav>a WUbt- Igned 12111rd0 Mr Paul R Hume-WleT- apwjinted ISffj112021 All the 1ClOr5 who are el94 offer IhemseTr4es election at the frythcoming Annual General Meeting. This report has been ppad in accordartt wrth the SFcA prrNs*)ns of part 15 of the Companies ALt 21x6 rektng to small (y)mparies. ON BEHALF OF THE BOARD mons
Inde On endenl Examinerfs R unts for the rt on Ihe Accounts to the tnjstees ofTa riod 1st il 2020 to 31st M I roportto the tnjstees cffl nyy 8xaftlnalM7n of lh& accwrts olT&kiNd Pt frlh&ye •rMl•d 31 March 2021. Rè In WFth tl r¢qtirennts ¢fth¢ Clihb¢s kl VJ11 (fv Acr). I reportln SpeCt of my exandnatsonol the Truyfs alts CWTied out under sècllon 145 ofthe 2011 Acl and in cwying out my examitiOn I ha¥e all ihe aWicat4e Directions glven by the Ch Ccrnis5i(ffi wseCtiOn 145t5llbl d theA¢L xErn[rS I have cgnrpld my ey2minabw. I cryffiFm IhBI no mell m8ltLY5 ha Cl to nry attention in conrtedioft exgmatien 9NiThJ me e3u¥e to believè that inany malw181 resp8Ct 1. accounlir¥J wecords not k8Pt r85pecl of Tr1 a5 fEqured by Se¢bL 130 of th8 8cL or 2. IhE acc($ do Th)t a¢c¢yd vthh those recLds: L 3. the 8c¢ounls do Th)t comply lth Il )¢8b1e fonn and contents of accounts 81 in the charib.es INOUnts aThJ Reports) Regulations 2CQ8 Oth&rth ary r•wirom8nt that the accoLbi18 grvo a andfa vw which is rM)t a matt•r con5idernd as part olan indepwthrrt eXin81. I hav• no concem$and hav• c¢yne across no other rTwtters in ¢cnnectim wilh thè examlrouon to which atten1 be drawn in this rF•rt in der ¢0 enabk a prop8f undernt*ifvJ of lh• aCcnts to b• rèached. Neil PNlllps FCA Phillips Ltd chartell Accounl#nts 4 Peatson Road Cenlral Pafk Tdford TF2 9TX P•Je2
Taki Statement of Fin cial A ri12020 31 March 2021 Unrestrictsd Restrlcted nds fun(ts 20 2020 Incomlng re1¢e5 from charltable a¢tiYltleg Grams and c¢ntraets 188.037 91 188.128 210.627 Total incorning resources 188.037 91 188 128 210,627 Resources exwmled Charitats activit$ 189.721 189.721 205.393 rotal resOue$ eXded 1B9.721 189.721 205.393 "Net loutgolnginncomlng resources 1,684 91 1.693 5.234 P•3e 3
Takin Balance Sheet as at 31 March 2021 Unrnstricted Restricted nd8 fvnds 2021 2020 Curront assets Debtors Cash al bank and in hand Totsl currènt assots 9,751 163 397 9,751 16,375 312 393 151265 Credltors 1.260 Net current a$8¢ts 171,888 151,265 323,153 324,746 Net assets 171 888 323 53 324 746 Fund5 of thg Charlty Unrestrlcted R¢strlcted ndg funds 2021 2020 Opering Funds Net incoming resources Total funds 173.572 151,174 91 151 265 324.746 319,512 171888 323 153 324 746 For the year ernled 31st March 2021 the company as enlitknl to exemption under sec1 477 of the Companies Act 2006 relatsrg to small compantes. No members have required company to obtain an aLKIit of its accounts for yèar in question in accordano with section 476 of the Companies Act 20C6. The director5 acknowWJe their responsibility for OxnpYin9 with requirements of the Act 4Mth respect to accountirrg reo)rd5 and forthe preparation of a(uftts. These acexjunts have been prepared in accordan¢e wryih the provi$ion$ apF4icabte to companie$ subje¢t to the small companies regime and accordance wth FRS102 SORP. The financial statements were apwoved by the Board of Direclors on ..... .. and were 5uned on rts behalf by.. Simmons
Takin Part Notes to the financial statements for the nod 1st ri12020 to 31 Ma 21 1 Accounting policies Basls of preparation The financial statements been prep¥ed urKkr the histwical cost nvenI10n wrth Items recognised al cost Of transaction value unless OtrlSe staled tn the relevant notels) to these accounts. The a)UnIS have been prepared in accordan yh the Statement of RecommerKled Praaice.. Accounting and Reporting by Charrtie$ preparing tt1r accounts in accordance with the Financlal Reporting Standard applKat4e in the UK and Republlc of Ifeland {FRS 102) iSsd on 16 Juty 2014 and wih the Charities kt 2011. Incoming resources All incoming fesources are Ied on the Ststement of Financwl Activities when the charity is legalty entitled to tr income and the amount can be quantifd with reason*e accuracy. Resources expended Eynditure 1$ recognised on an accrual$ bags as a liaknkny is inrred. Charitable éxpenditure comprise$ thfft c05ts incurred by tharity in the delivery Df its Activities and senrices for its benefioaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them. 2 In¢omln9 rewrces from charitable activities 2021 2020 Grants Other IncMe 20,551 166,737 187.288 17.003 193,624 210.627 3 Total resour¢es Èxpended Charttable A¢tlviti•8 2021 Charitable Activities 2020 Wage5 Expenses Tglephone Postage & Slationery Computer Expenses Staff training Sundry expenses Accountancy and professional tharges Travelling Rent and premises costs Insurance Bank Charge$ 156,896 4.495 2.132 145.930 32.011 1.750 6.041 8.055 3.179 1.335 672 442 2.087 1,776 1,766 715 5.545 2,127 89 P4e5
Taki Notes to the Financial ta en for the nod 1st ri1202 to 31 March 2021 4 Debtors". amounts falllng dw wlthin one y 2021 2020 Trade Debtots 9.751 16.375 9.751 16.375 5 Creditors: amounts falling du• vthhin on• y•ar 2021 2020 Trade creditors Olher tThlilors and accrua15 2,762 1.260 1.260 1.260 4.022 6 Taxatlon ststU8 The company is a registered tharity and, under seLliorts 478 and 479 of the Corporation Tax Act 2010 is exempl from corporation tax on lis c*taritable actNities. 7 R•$erves policy General are unrestricted which are lIable for use at the dimtion of the Tnjstees In fijrthernn of the general objectbves of the chaiity and whkh have not been desEgnation for other purpos Designated funds comtw restricted fu)ds that been set ade by Trustees for partiCUr wrposes. ReseNes will be used to continue with the running of the service until other funds are obtained in the case of ftjture knst income from 5tattJtw sour. Funds in resefve5 wll have to tske into consideration payments required for staff dundancies and e%dibj a59ated with the dO$u of the Serm rf further fiinding 15 not forthcoming in ts future. This eYpen(liture wll all be ovTrem by lThrd of TThJstees. The thartty Is a company limited by guarantee ond has no Sha capli al. tn the e of the drity being wound up, the Itlity in respect of the guarantee is limited. P>3e6
Taking Part Registered Charity number 1092033 Company Limitsd by guarantee number 04362948 Unaudited Income and Expenditure Account for the Year Ended 31 March 2021 Taking Part Louise House Roman Road Meole Bra Shrewsbury Shropshire SY3 9JN Accounlants Phillips Ltd Chartered Accountants 4 Pearson Road Central Park Telford TF2 9TX AaKEUE41 30112r2021 COMPANIES HOUSE A10
351
Taki an No 04362 Chari No 1092033 Contents of the Financiaf Stalem8r)ts for the 1st 020 fo 2021 Content$ 1. Rekhyt of the Directors 2. Independent Examinerfs Report 3. Statement of nanCi* Activities 4. Balance Sheet S. Note¥ to.acmints
Takin Part rtof he Directors forthe riLMJ 1st ril 2020 31st March The tlire¢tO pent ttEir fpF¢rt with Ihe fman¢>al stments ofthe ¢omwy fty pwiod 1$lApril 2020 to 31 st 2021. PFinci The wincipal activty ollh• compary in the wa5 that oftr preventitsn or lief ol povèrty and prw$n ol inforfflalion.kne. afvocw and traw"IHW k¢those ¢fnts who have heajth aThJ social careneeds. Dlrectors Th8 directors who hekl offi¢e durwvJ pewA frcffi 1st 2W20 to the date of this report are as fo11th.. MT John Gcxjfrey Mrs Susan M Godfrey Mr Peter SThrnons Mrs Jean Harris Other ¢hanges d1ctOrS ts)hn9 olke are as frkns: Mr Dav>a WUbt- Igned 12111rd0 Mr Paul R Hume-WleT- apwjinted ISffj112021 All the 1ClOr5 who are el94 offer IhemseTr4es election at the frythcoming Annual General Meeting. This report has been ppad in accordartt wrth the SFcA prrNs*)ns of part 15 of the Companies ALt 21x6 rektng to small (y)mparies. ON BEHALF OF THE BOARD mons
Inde On endenl Examinerfs R unts for the rt on Ihe Accounts to the tnjstees ofTa riod 1st il 2020 to 31st M I roportto the tnjstees cffl nyy 8xaftlnalM7n of lh& accwrts olT&kiNd Pt frlh&ye •rMl•d 31 March 2021. Rè In WFth tl r¢qtirennts ¢fth¢ Clihb¢s kl VJ11 (fv Acr). I reportln SpeCt of my exandnatsonol the Truyfs alts CWTied out under sècllon 145 ofthe 2011 Acl and in cwying out my examitiOn I ha¥e all ihe aWicat4e Directions glven by the Ch Ccrnis5i(ffi wseCtiOn 145t5llbl d theA¢L xErn[rS I have cgnrpld my ey2minabw. I cryffiFm IhBI no mell m8ltLY5 ha Cl to nry attention in conrtedioft exgmatien 9NiThJ me e3u¥e to believè that inany malw181 resp8Ct 1. accounlir¥J wecords not k8Pt r85pecl of Tr1 a5 fEqured by Se¢bL 130 of th8 8cL or 2. IhE acc($ do Th)t a¢c¢yd vthh those recLds: L 3. the 8c¢ounls do Th)t comply lth Il )¢8b1e fonn and contents of accounts 81 in the charib.es INOUnts aThJ Reports) Regulations 2CQ8 Oth&rth ary r•wirom8nt that the accoLbi18 grvo a andfa vw which is rM)t a matt•r con5idernd as part olan indepwthrrt eXin81. I hav• no concem$and hav• c¢yne across no other rTwtters in ¢cnnectim wilh thè examlrouon to which atten1 be drawn in this rF•rt in der ¢0 enabk a prop8f undernt*ifvJ of lh• aCcnts to b• rèached. Neil PNlllps FCA Phillips Ltd chartell Accounl#nts 4 Peatson Road Cenlral Pafk Tdford TF2 9TX P•Je2
Taki Statement of Fin cial A ri12020 31 March 2021 Unrestrictsd Restrlcted nds fun(ts 20 2020 Incomlng re1¢e5 from charltable a¢tiYltleg Grams and c¢ntraets 188.037 91 188.128 210.627 Total incorning resources 188.037 91 188 128 210,627 Resources exwmled Charitats activit$ 189.721 189.721 205.393 rotal resOue$ eXded 1B9.721 189.721 205.393 "Net loutgolnginncomlng resources 1,684 91 1.693 5.234 P•3e 3
Takin Balance Sheet as at 31 March 2021 Unrnstricted Restricted nd8 fvnds 2021 2020 Curront assets Debtors Cash al bank and in hand Totsl currènt assots 9,751 163 397 9,751 16,375 312 393 151265 Credltors 1.260 Net current a$8¢ts 171,888 151,265 323,153 324,746 Net assets 171 888 323 53 324 746 Fund5 of thg Charlty Unrestrlcted R¢strlcted ndg funds 2021 2020 Opering Funds Net incoming resources Total funds 173.572 151,174 91 151 265 324.746 319,512 171888 323 153 324 746 For the year ernled 31st March 2021 the company as enlitknl to exemption under sec1 477 of the Companies Act 2006 relatsrg to small compantes. No members have required company to obtain an aLKIit of its accounts for yèar in question in accordano with section 476 of the Companies Act 20C6. The director5 acknowWJe their responsibility for OxnpYin9 with requirements of the Act 4Mth respect to accountirrg reo)rd5 and forthe preparation of a(uftts. These acexjunts have been prepared in accordan¢e wryih the provi$ion$ apF4icabte to companie$ subje¢t to the small companies regime and accordance wth FRS102 SORP. The financial statements were apwoved by the Board of Direclors on ..... .. and were 5uned on rts behalf by.. Simmons
Takin Part Notes to the financial statements for the nod 1st ri12020 to 31 Ma 21 1 Accounting policies Basls of preparation The financial statements been prep¥ed urKkr the histwical cost nvenI10n wrth Items recognised al cost Of transaction value unless OtrlSe staled tn the relevant notels) to these accounts. The a)UnIS have been prepared in accordan yh the Statement of RecommerKled Praaice.. Accounting and Reporting by Charrtie$ preparing tt1r accounts in accordance with the Financlal Reporting Standard applKat4e in the UK and Republlc of Ifeland {FRS 102) iSsd on 16 Juty 2014 and wih the Charities kt 2011. Incoming resources All incoming fesources are Ied on the Ststement of Financwl Activities when the charity is legalty entitled to tr income and the amount can be quantifd with reason*e accuracy. Resources expended Eynditure 1$ recognised on an accrual$ bags as a liaknkny is inrred. Charitable éxpenditure comprise$ thfft c05ts incurred by tharity in the delivery Df its Activities and senrices for its benefioaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them. 2 In¢omln9 rewrces from charitable activities 2021 2020 Grants Other IncMe 20,551 166,737 187.288 17.003 193,624 210.627 3 Total resour¢es Èxpended Charttable A¢tlviti•8 2021 Charitable Activities 2020 Wage5 Expenses Tglephone Postage & Slationery Computer Expenses Staff training Sundry expenses Accountancy and professional tharges Travelling Rent and premises costs Insurance Bank Charge$ 156,896 4.495 2.132 145.930 32.011 1.750 6.041 8.055 3.179 1.335 672 442 2.087 1,776 1,766 715 5.545 2,127 89 P4e5
Taki Notes to the Financial ta en for the nod 1st ri1202 to 31 March 2021 4 Debtors". amounts falllng dw wlthin one y 2021 2020 Trade Debtots 9.751 16.375 9.751 16.375 5 Creditors: amounts falling du• vthhin on• y•ar 2021 2020 Trade creditors Olher tThlilors and accrua15 2,762 1.260 1.260 1.260 4.022 6 Taxatlon ststU8 The company is a registered tharity and, under seLliorts 478 and 479 of the Corporation Tax Act 2010 is exempl from corporation tax on lis c*taritable actNities. 7 R•$erves policy General are unrestricted which are lIable for use at the dimtion of the Tnjstees In fijrthernn of the general objectbves of the chaiity and whkh have not been desEgnation for other purpos Designated funds comtw restricted fu)ds that been set ade by Trustees for partiCUr wrposes. ReseNes will be used to continue with the running of the service until other funds are obtained in the case of ftjture knst income from 5tattJtw sour. Funds in resefve5 wll have to tske into consideration payments required for staff dundancies and e%dibj a59ated with the dO$u of the Serm rf further fiinding 15 not forthcoming in ts future. This eYpen(liture wll all be ovTrem by lThrd of TThJstees. The thartty Is a company limited by guarantee ond has no Sha capli al. tn the e of the drity being wound up, the Itlity in respect of the guarantee is limited. P>3e6