Annual Report 2020 - 2021 

30 Years of Service in Local Communities 



## Contents 

|Chair’s Review|4|
|---|---|
|This is Us|6 - 7|
|Transforming Lives|8 - 11|
|Our Services|12 - 13|
|Our Impact|14 - 16|
|Funding Thanks|17|
|CEO Review|18|
|Our Future|19|
|Treasurers Report|20 - 23|



“I feel continuously strengthened and valued in a way where sexual abuse doesn’t become the defining subject.” 

Survivor of Sexual Assault 


3 



## Chair’s Review 

“This year, the Board will be working with our CEO to ensure Birchall not only assists those who have suffered sexual trauma but also advocates for a society free of sexual abuse and violence.” 

Our counsellors and clients adapted to working virtually so successfully that the number of people who received counselling increased from 329 in the previous year to 368. The lessons learned have led to an ongoing flexible approach to service delivery. 

The impact of the pandemic not only affected Birchall as an organisation but also as individuals, leading to many reevaluating their priorities. As a result, some of our staff and counsellors decided to pursue different options, including our CEO Karen Greenhow who had given many years of valued service to Birchall. 

We were delighted to be able to appoint Vanessa Dixon as CEO and her experience and skills have already had a positive impact on the organisation. Since her appointment Vanessa has worked with the Board of Trustees to develop a strategic plan and ensure the charity has a sound financial footing. 

In the latter part of the year the Board adopted the Small Charities Governance Assessment framework to ensure we were acting in line with best practice. This highlighted some areas requiring attention which have been acted on and the Board will 

integrate key points into our ongoing governance monitoring. 

Finally, 

Thank you to all those who have worked for Birchall during this difficult year and contributed to “service as normal” while managing their own pandemic related challenges. To those who have taken new paths, our best wishes.A special thanks to Jan Athorn who took additional responsibility to maintain services in the period when we were without a CEO. 

Gratitude to our funders and supporters who have recognised the value of our work and provided the financial backing to ensure our services are available to all who require them. 

Lastly, a personal thank you to my fellow board members who have committed so much time and effort to ensure Birchall has emerged from the past year stronger and fitter for the future. 



Dr. Elizabeth Taylor 

4 



4

## This is us 

Sexual abuse and rape inflict deep trauma - the effects of which can last a lifetime if left untreated. Birchall understand complex trauma, we have specialist training on how the body and brain responds when someone feels like they’re under significant threat. We understand the impact that sexual violence has on everyone who experiences it, be that as a one-off incident or years of grooming and abuse. 

We offer advice and information, practical support to deal with things such as; flashbacks, sleep patterns, improving mental wellbeing. In the longer-term we offer counselling and play therapy where we start to really help people recover from their trauma and to put their emotional and psychological safety as a key priority. 

## Sharing our Vision 

Here at Birchall we believe that we should be able to live in a society that is free of sexual abuse, rape, exploitation and sexualised violence. 

## On a Mission 

We empower people affected by these issues to recover from trauma so they can lead safe and fulfilling lives. As soon as someone contacts us, we ensure they know they have been heard and believed and that we can support them in their next steps, whatever they are. 

## Delivering Outcomes 

Trauma effects an individual’s physiology, emotions, impulse control, self-image and their ability to think, learn, concentrate and form relationships. People can suffer from a range of complex feelings, including anger, shame and guilt and exhibit challenging behaviour. 

By working with our specialist team, people can build their self-awareness, develop healthy coping strategies and improve their physical and mental health. They learn to trust others and form relationships that are healthy and fulfilling. They can manage their symptoms of anxiety and are able to cope with life on a dayto-day basis. They often find creative ways to express their thoughts and feelings rather than more harmful coping strategies. 


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## Taking a Trauma Informed Approach 


At Birchall, we work in a trauma informed way, which means we realise the widespread impact of trauma and understand potential paths for recovery. 

Seeking to actively resist retraumatisation, we recognise the signs and symptoms of trauma in those accessing our services, in their families and in others involved in the systems. 

We respond by fully integrating knowledge about trauma into our policies, procedures and practices. 

We offer support, ideas and techniques around stabilisation and grounding, allowing people the space to become ready for that deeper work, ensuring they are not overwhelmed and can use 

their counselling time to the best effect. 

With young children in therapy, we use play, art and sand therapy. These activities enable them to communicate without using words and helps them to process their experience 

Our services allow people to work on a deeper level and address the trauma they have experienced. 

7 



## Transforming Lives 

## Ida’s Story 

I received weekly counselling from the Birchall Trust for some considerable time. It’s with the help of Birchall and other specialised professionals’, that I am alive today. The understanding I have gained of trauma during my own recovery has given me a voice to raise awareness of the importance of specialised help in treatment of sexual trauma. 

Sexual abuse is a unique type of crime because it attacks us at the most vulnerable core of our being, our sexuality. Unlike many other types of crime, it’s often perpetrated by people who we admire, trust and even love. It also uniquely isn’t often characterised by brutal force but by careful psychological manipulation that leaves victims not only confused but also often feeling responsible for being victimised in the most callous way. 

It’s a crime that thrives on silence, for as long as a victim feels responsible, they won’t expose the perpetrator. Asking for help is an act of direct defiance against the abuser, and any victim who takes that step deserves to be heard by a professional who is trained to understand what courage this has taken. 

their ways instead.’ In reality, my partner had repeatedly raped me for two years. 

After it had taken me so much courage to speak up, this reaction was devastating. In my head, a person of authority, a trained professional, used the same words as my rapist. It had, indeed, been all my fault. 

I then decided to never speak out again. 

However, my experiences didn’t leave me alone and by the time I reached out for help again, I was amidst suicidal depression. Throughout my time with the Birchall Trust, my counsellors worked at my pace. Gently, carefully, layers of manipulation were removed and finally the only thing left was the devastating truth. 

My first experience with a counsellor, who didn’t understand this very specific type of trauma, was catastrophic. Due to successful manipulation I was confused about the events, and as a result, my counsellor recommended me a book for ‘women who ignore nice men and try to make bad boys change 

Then, and only then, the long road to healing could begin. I could rightly accredit my counsellors at the Birchall Trust for countless things but the most crucial thing they did was hear me. With their tireless help I understand past events as the crimes that they were, and can now say the following: It was not my fault. 

Ida Väisänen has requested that we use her real name as she wants to speak out about her experience and those of other survivors to help dispel the myths of sexual abuse and rape. 

8 



Jenny’s Story 

Jenny, aged 18 Jenny was referred for support after allegations of sexual assault towards her by her dad and the subsequent breakdown of their relationship. 

Jenny also had a miscarriage and was struggling at home, particularly with her relationship with her mum. Jenny had been self-harming for several years as a way of coping with her feelings. In her sessions Jenny was able to talk through her feelings about her dad and decided that she didn’t want any further contact. 

Jenny did some artwork in her sessions to reflect and process her feelings around her miscarriage. 

Through this she was able to discover new outlets for her strong emotions which she was able to use in everyday life: meaning that she no longer relied on self-harm as a method of coping. 

Her artwork also helped her confidence grow and helped her nurture her own identity; which enabled her to: cope with strong feelings, stop self-harming, build a positive relationship with her mum and apply for a job and a place at college. 


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I

## Sammy’s Story 

Sammy, aged 13, Sammy was referred to us following a disclosure of sexual assault by his Great Uncle. His case was being investigated by the police and his Uncle had been placed under bail conditions, therefore initially his counsellor worked with him on a Pre-trial basis. 

When Sammy came along for his initial assessment, he was very quiet and nervous. His counsellor reassured him that they would work at his pace and in a way that felt comfortable for him. They began to slowly get to know each other by exploring the things that Sammy liked to do, such as playing computer games, football and building things. They also played ‘snap’ which Sammy loved. 

They explored the notion of safety and Sammy was encouraged to create a ‘safe place’, where he felt he could be himself and relax. He drew a small imaginary bedroom in his parents’ flat and told his counsellor he would like to live with them. 

He began to explore his thoughts and feelings about school and his struggle to develop and maintain friendships and tendency to get into fights with his peers, often resulting in exclusion from school. Sammy told his counsellor that he didn’t know how to talk about his feelings but knew how to ‘be angry’. 

It was at this point that Sammy disclosed that he had a particularly difficult relationship with his Grandad and would like it to improve. In time Sammy disclosed that his Grandad had been verbally, emotionally, and physically abusive towards him over a number of years. 

Social Services agreed that Sammy could stay with his parents at their one-bedroom flat in the short term and after a formal assessment the family were subsequently allocated a house in Barrow so Sammy could have his own bedroom. Sammy told his counsellor that he loved living with his parents and had never felt as safe. 

They spent time developing coping mechanisms which helped him regulate his feelings and deal with his anger, which sometimes resulted in self-harm. He had also had thoughts about killing himself after his assault. He was encouraged to share this with his Mum who reassured him that he could always talk to her or his Dad. In his counselling 

sessions he explored how he could approach his parents and decided that he would use a code word if he was feeling unsafe or worried. 

Sammy was considering finishing counselling, but his family were concerned as they’d learned that his Uncle was due to be released from prison. Sammy became extremely anxious so in his counselling sessions he worked on how to manage any difficult feelings, focusing on his ability to keep himself safe and to continue communicating to his parents. 

Sammy’s counselling finished in March 2021. His family felt Sammy had matured, his relationships had improved and that he was much happier. They were all very proud of him. They felt that continuing to receive telephone support during lockdown had acted as a ‘safety net’ helping Sammy to stabilise, to regulate his feelings and develop coping strategies, particularly throughout his Grandad’s illness and when his Uncle was released from prison. 

11 




## Our Services 

## Adult Counselling 

“All in all, it has been a fantastic year. Looking back, nothing makes me prouder than the transformative work we complete with our clients - supporting them to lead a safe and fulfilling life remains at the heart of everything we do.” 

2020 was an unprecedented year for Birchall, counselling was completely halted and we reverted to working digitally, closing our 4 buildings overnight. This was a plunge into the unknown for our service yet the staff team, counsellors and play therapists completely rose up to meet the challenge head on. 

Training was sought to ensure we were providing a safe digital service. Paperwork was re-drafted and processes were changed to ensure we could still operate ethically whilst working home from home. We sorted our 

infrastructure and set up daily team buzz sessions. Further training to support grief and loss was completed to ensure we could deal with issues that the pandemic brought for so many. 

Over the year, digital counselling became a new norm and settled into a constructive way of working for many of the adults who successfully completed their counselling. Looking back at the feedback we receive from clients, Birchall was still able to work its’ magic and live up to its standards as an excellent counselling support service. 


## Jan Athorn Head of Services 


12 



## Children and Young People Counselling 

“It is important that parents and carers are offered a space to understand and learn about the impact of the abuse their child has experienced and how this affects their child’s emotional, social and physical wellbeing.” 

Birchall continues to be recognised and valued by clients, parents and carers, and professionals. Support for parents and carers is immensely valuable and we have now formally introduced parent consultation sessions and parent collaborative work to our Children & Young People service. 

This has proved extremely beneficial to the holistic and shared ‘Team around the Family’ support offered to our young clients, enabling them to achieve their best outcome within our service and beyond. 

As CYP Lead, I continue to be in awe of the wonderful Counsellors and Therapists working with the children and young people in the service. Their dedication, commitment and enthusiasm for working with children and young people, including writing reports, attending meetings and communicating with parents/carers and professionals, is what makes The Birchall Trust such a unique and holistic service for our young clients. 

Maintaining the therapeutic relationship with Counsellors throughout this pandemic year has been vital for children and young people. Throughout what has been an 

extraordinary lived experience - with changes to schooling, family and social life - the one constant has remained their therapy sessions and contact with their Counsellor. 

This year, we have worked much more closely with external agencies involved with our clients and their families. 

Kim E Robinson, CYP Lead 




13 



## Our Impact 

During the pandemic we reorganised, retrained and invested in technology to ensure we continued to deliver services to 517 adults and 75 children and young people. 



85% of our adult clients define as female 13% define as male. 1% identify as transgender 1% identify as non binary 

75% of our CYP define as female 23% define as male 1% define as transgender and 1% are gender fluid 

As a service that is proud to hold male accreditation; we encourage males to come forward and engage as research suggests males are less likely to report sexual violence. 


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Counselling sessions were completed 

Counselling sessions were received by clients Received additional sessions for complex issues 

A total of 399 females aged 18 or over contacted the service and received support, such as advice and signposting, or entered the service for counselling. 

254 women received 3213 sessions of counselling over the year, which is an average of around 12 sessions per client. 

A total of 71 males aged 18 or over contacted the service and received support, such as advice and signposting, or entered the service for counselling. 37 men received 483 sessions of counselling in the year, which is an average of around 13 sessions per client. Males made up 13% of the adult clients that engaged in counselling. Males made up 15% of the adult clients that received advise and signposting. 


“The Birchall Trust has a knack of hearing the silence, always challenging and developing me in an atmosphere of warmth and acceptance” 

15 



Experienced reduced PTSD 82% symptoms 

74% 


Experienced reduced anxiety 

Reported their 88% ability to cope with everyday life had improved 


91% 

Experienced 80% reduced depression 

of clients reported their health and wellbeing improved 

“Counselling was different to what I had expected and I had ‘breakthroughs’ when I least expected it. The Birchall Trust is a well organised, excellent and essential service” 

Male, Age 67 

16 



## Funding Thanks 

As for many charities the last year posed many challenges for the Birchall Trust in securing its financial future. 

We were fortunate to receive some extra funding and support from a number of our existing funders including Children in Need, Lloyds Bank Foundation and Cumbria Community Foundation. We also received emergency grants from the Ministry of Justice 

Grants enabled us to provide extra administrative support and supervisions for our counselling team, extra time for our freelance fundraiser, trial our service one evening a week and purchase essential PPE to enable us to safely return to our premises. 

Lloyds Bank Foundation also provided extra resources which helped strengthened our delivery. Our senior staff team were provided with 1-1 coaching and our fundraiser was given the opportunity to work with the Foundation for Social Improvement (FSI). Their support was invaluable in helping us compile a Funding Strategy and develop an Evaluation Framework and Theory of Change. 

Over the last year we have continued to work with a volunteer from the Royal Statistical Society as part of a joint programme with the National Lottery. This has made a big difference in our ability to accurately report our outcomes, helping us complete yearly evaluations and strengthening our funding applications. 

We are particularly grateful to have received ongoing support from local funders, the Frieda Scott Trust, the Francis Scott Trust, Cumbria Community Foundation and the Sir John Fisher Foundation. Their support has been vital in helping us move forward and secure larger grants for the next three years from national funders, Children in Need and the Henry Smith Charity. 

Despite the limitations posed by national lockdowns our supporters were innovative in their fundraising. A variety of activities took place including online raffles, sponsored walks, Facebook birthday fundraisers and a client being sponsored to grow a moustache during Movember! We are very grateful to all those who have raised funds for us including two student groups from Lancaster University, Ludus Dance and Amnesty International. 

Local businesses continue to support us in a variety of ways including local Co-op stores in Morecambe, BAE ‘Give As You Earn Scheme’ and the Waterworks Studio who donated selection boxes to our Children and Young People’s services at Christmas. 


17 



## CEO Review 

The year saw the whole world come to a standstill due to the pandemic – here at Birchall we knew we wouldn’t have that option. The amazing team pulled together, put things in place and swiftly moved over into a new world of online services. 

Many were reluctant and thought it couldn’t work, and in some cases unfortunately it didn’t. but for many others that continued to link with our services, it genuinely saved their lives during a very difficult time. 

I joined this amazing team in December 2020 – the team were tired and frazzled, it had been a difficult time for everyone, both inside and outside of work, but the passion and dedication of the team shone through right from the start. 

What has also been amazing is their trust in me as a new CEO with different ideas and ways of working. Developing a new strategy and taking them on a period of change could have pushed them over the edge but they all embraced it, rolled up their sleeves and announced loudly that they were ready. 

We are now in our 30th year as a charity, and sadly, there remains a need for our services. In fact, we are seeing demand increasing. 

We have worked hard to future-proof our services and to raise awareness of the impact rape and sexual abuse has on those using our services. 

Going forwards, we have an even stronger team and vision. We have reviewed the services we offer and expanded those to be more holistic, involving our service users, stakeholder and funders. We are about to launch our new volunteer programme – Birchall Ambassadors and are looking forward to working in partnership with our community. 

I would like to thank the staff team, especially Jan Athorn (who stepped up as the interim CEO in a very uncertain time), the Board of Trustees, our funders, volunteers and the local community for their continued belief and support. 


## Vanessa Dixon 


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## Our Future 

“The future of The Birchall Trust will be one in which we meet the needs of growing numbers of children and adults in Cumbria and Lancashire who have been subjected to sexual violence, rape, sexual abuse, trafficking, online abuse, and exploitation regardless of gender identity sexuality, ethnicity, culture, or religion.” 

To provide high quality trauma informed services to survivors of sexual abuse, rape, and sexualised violence in an accessible way 

To develop and enhance our services to meet new and emerging needs with the involvement of our clients 

To build a strong profile and to use our experience and expertise to be a positive influence to reduce sexual abuse violence and build better services for those affected by it 

To be a strong, sustainable and effective independent organisation 


19 



## Statement of Financial Activities 

The Birchall Trust has ended the financial year April 2020-March 2021 with a healthy financial balance of £316,306 (2020: £275,182). The funds are made up of an unrestricted balance £183,325 and a restricted balance £132,981. 

The restricted funds of £132,981 will be used towards delivering our services in the next financial year 2021/2022. 

The unrestricted funds of £183,325 provide the charity with the security of a ‘Reserves Policy’. The reserves policy is calculated to accommodate a 6 month ‘wind-down’ period, should the charity fail to secure funding support in the future. It also provides a small amount of funding to be spent at the 

discretion of the Trustees in furtherance of the charity’s objectives (see annual accounts for details). 

In the same way as previous years, I have analysed the end of year accounts using the three key ratio’s. Fundraising and administration costs to total expenditure (FACE, up 3%), Administration costs to total expenditure (ACE, up 1%) and fundraising costs to total expenditure (FCE, up 2%). 

This year we have made major changes to our organisational structure and staffing. As can be seen in the key ratios these have driven increases in both administration and fundraising costs. These changes have been made to improve our productivity and to ensure that we continue to deliver our service to the highest quality standards. 

## How we have spent our funds 

The Covid pandemic has driven our operating costs up. We have needed to invest significant amounts in specialist cleaning equipment to ensure the safety of our staff and clients visiting our facilities along with laptop computers to enable staff to work from home. However, even though we have had these additional costs we have still been able to increase spend on charitable activities by £17,797 a 7% increase on the previous year. 

The pandemic has also had a major impact on the availability of funding. We will need to keep a sharp focus on our fundraising activities to ensure we can maintain our current service levels. 

We are extremely grateful for the support we have received from donations and grant making organisations, whose support has enabled our charity to carry on delivering this vital service in south 

Cumbria and north Lancashire. 

I would like to thank all of the Birchall Trust team for all their hard work and dedication, which has enabled us to continue to support our clients through these extremely challenging times. 


Simon Hanson Treasurer 


20 



## Treasurers Report 

## For the Year Ended 31 March 2021 


22 



Balance Sheet
31 March 2021
2021
Total
Funds
2020
Total
funds
Unrestrlcted
Funds
Restritted
Funds
CURRENT ASSETS
Cash in bank and in hand
183,325
132,981
316,306
275,182
NET CURRENT ASS￿5
183,325
132,981
316,306
275,182
TOTAL ASS￿5 LESS CURREW LIABILMES
183,325
132,981
316,306
275,182
NET ASSETS
183,325
132.981
316,306
275,182
FUNDS
Unrestricted funds
183,325
175,083
Restricted funds
132,981
100,099
TOTAL FUNDS
316,306
275,182
23



Tel: 01229 820828 · Email: enquiries@birchalltrust.org.uk 

60 Hartington St, Barrow-in-Furness LA14 5SR 36 Northumberland Street, Morecambe LA4 4AY Registered Charity No: 1109637 · Company Number: 5424196 

Other than where specifically noted, all written content has been anonymised to ensure the safety of our service users. The images used in this document do not relate to anyone mentioned. 



**REGISTERED COMPANY NUMBER: 05424196 (England and Wales) REGISTERED CHARITY NUMBER: 1109637** 

## **REPORT OF THE TRUSTEES AND** 

## **UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021** 

## **FOR** 

## **THE BIRCHALL TRUST** 

Taylor, Robertson & Willett Ltd 

95 King Street Lancaster Lancashire LA1 1RH 



**THE BIRCHALL TRUST** 

## **CONTENTS OF THE FINANCIAL STATEMENTS for the Year Ended 31 March 2021** 

|||**Page**||
|---|---|---|---|
|**Report of the Trustees**|1|to|2|
|**Independent Examiner's Report**||3||
|**Statement of Financial Activities**||4||
|**Balance Sheet**||5||
|**Notes to the Financial Statements**|6|to|14|
|**Detailed Statement of Financial Activities**|15|to|16|





**THE BIRCHALL TRUST** 

## **REPORT OF THE TRUSTEES** 

## **for the Year Ended 31 March 2021** 

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2021. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019). 

## **FINANCIAL REVIEW** 

## **Reserves policy** 

At the end of the financial year the combined funds of the charity totalled £316,306 (2020: £275,182). This figure may appear substantial, however it will deplete rapidly if the charity fails to secure future funding. 

The funds carried forward into the next financial year are made up of an unrestricted balance of £183,325 and a restricted  balance of £132,981. 

The unrestricted funds of £183,325 provide the charity with the security of a 'Reserves Policy'. The reserves policy is calculated to accommodate a 6 month 'wind-down' period, should the charity fail to secure funding support in the future. It also provides a small amount of funding to be spent at the discretion of the Trustees in furtherance of the charity's objectives: 

- Reserves Policy (6 month wind-down) o Staff / Redundancies                                                      £70,572 o Counselling services                                                      £33,000 o Rent, services, Property conversion & Removals         £20,390 o Fundraising (Cont.)                                                       £11,000 o Governance, Communication, Travel & Expense        £10,250 **£145,212** 

- Trustees discretionary funds **£38,113** 

The restricted funds of £132,981 have been granted by the charity's funders for specific reportable activities with respect to delivering services in the next financial year. 

## **STRUCTURE, GOVERNANCE AND MANAGEMENT** 

## **Governing document** 

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006. 

## **REFERENCE AND ADMINISTRATIVE DETAILS** 

## **Registered Company number** 

05424196 (England and Wales) 

## **Registered Charity number** 

1109637 

## **Registered office** 

60 Hartington Street Barrow In Furness Cumbria LA14 5SR 

## **Trustees** 

S P Hanson Dr S F Weare ME Taylor - Chair J Brown (appointed 15.4.20) 

Page 1 



E BIRCHALL TRUST
REPORT OF THE TRLISTEES
for tlhe Ye*r Ettd¢d JI March 2021
REFERENCT AND ADMINisfRATIVE D￿Alls
Cothp•ny Steretsry
Dr S F Weare
Ind¢pendew¢ Exarnlntr
Taylor. RoberL4Mh & Willett L
95 King Stre
LanC￿ter
LAI IRH
STATEMENT OV TRUSTEES RESPONSIBILMES
The trusie¢s {wtK> afE 8150 the directors of The Birchtll the pwp)ses of law) T rE¥wibl¢ for w¢parin¥ the
R¢w)rt of the Trustees and financial swernents in acCordW￿ with appli¢thle law Unl￿1 Kin8kn Accounting Standw
C￿Y law r4uire5 the trus*es kn Fry*r¢ fiffjawial exh fuw*ial ye¥ 8ive a aNI hir view of the sts
ob5¢rve the m¢thod$ and principles in the Charity SORP:
. prepaff the firwKi•l Sta*M￿ on the WTti¥ b4sis it is in•pFmpfi* to that tht Lknrit&ble conyny will
The trustces are responsible for keepin8 pmper I￿￿￿ntIng records which dE￿I05t with reasonable xcurxy at any time the
the preventi￿ and del¢¢11￿) of fr*#1 other irrtgu
Approv•1 by (ffderof the of tru#ees on..
zi
m￿j Si￿*d on its beh￿f br.

INDEPENDE￿r EXAMINER'S REPORT TO THE TRusfEES OF
THE BIRCHALL TRUST
Independent examiner's report to the trnstees of The Birchall Trnst Cihe Company,)
I report to the charity truste¢s on my cxamination of the acrounts of the Company for th¢ y¢ar ended 31 March 2021.
Resylnsibilities and basis ol report
As the charity's tt￿teeS of the Company (and also its dir¢dor5 for the purposes of company law) you are responsible for the
preparntion of the accounts in accordance with th¢ requirevnents of the CompwJi¢s Act 2006 (Ihe 21M)6 Ad).
Having satisfied myself that the accounts of the Company ar¢ not required to be audited under Part 16 of (he 2006 Act ond are
eligible for independent examination, I report in respect of my examination of your charitys accounts as carried out under section
145 of the Charitie5 Act 2011 ('the 2011 Act,). In can}￿g out mv examin￿0￿ I have followed the Directions giv¢n by the Charity
Commission under section 145{5) (b) of the 2011 Act.
Independent examiner's ststement
Since your charity's gross incom¢ exceed￿ £250,000 your examiner must be a mernber of a list¢d Emxly. I can Conf￿ that l am
qualified to undertake the exalnination because l am a regtstered member of Chartered Aswciation of Certified A¢¢ountants which
is one of the listed bodies.
I have cornpleted my exÈmin&tion. I conffftn that no matrers have come to my attentiixi in conn¢¢lion with the examination giving
me cause to believe..
accounting records were not kept in Tespe¢t of the Company as required by section 386 of the 2006 Act; or
the accounts do not accord with those Tecords; or
the accounts do Dot cornply wtth the accounting requiremenL8 of section 396 of the 21M)6 Act other than ony requirement
that the accounts give a nue and fair view which is not a matter considered as part of am inderendent examination- or
the accounts have not be¢n prepared in accordance with the m¢thiMb and principles of the Statement of Recornmend¢d
Ptactice for accounting and reportKng by chartties (applicable to charitie5 preparing their ac£ounts In a¢¢ordance with the
Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).
I have no concerns and have come across no other matter5 in connertion wth the examination to which attention should be draTh￿ in
this report in order to enable a proper understanding of the accounts to be reached.
RIL
Fcc
Mr Siephen Paul Slater
Chartered Association of Certified Accountants
Taylor, Robertson & Will¢tt Ltd
95 King Street
Lancaster
Lancashire
LAI IRH
22 July 2021
Page 3

**THE BIRCHALL TRUST** 

## **STATEMENT OF FINANCIAL ACTIVITIES** 

## **for the Year Ended 31 March 2021** 

|Unrestricted<br>fund<br>Notes<br>£<br>**INCOME AND ENDOWMENTS FROM**<br>**Charitable activities**<br>4<br>Counselling, advice & support<br>**7,640**<br>Other trading activities<br>2<br>**2**<br>Investment income<br>3<br>**122**<br>**Total**<br>**7,764**<br>**EXPENDITURE ON**<br>**Charitable activities**<br>Counselling, advice & support<br>**(478)**<br>**NET INCOME/(EXPENDITURE)**<br>**8,242**<br>**RECONCILIATION OF FUNDS**<br>**Total funds brought forward**<br>**175,083**<br>**TOTAL FUNDS CARRIED FORWARD**<br>**183,325**|Restricted<br>funds<br>£<br>**402,968**<br>**1**<br>**-**<br>**402,969**<br>**370,087**<br>**32,882**<br>**100,099**<br>**132,981**|**2021**<br>**Total**<br>**funds**<br>**£**<br>**410,608**<br>**3**<br>**122**<br>**410,733**<br>**369,609**<br>**41,124**<br>**275,182**<br>**316,306**|2020<br>Total<br>funds<br>£<br>329,451<br>216<br>912<br>330,579<br>333,319<br>(2,740)<br>277,922<br>275,182|
|---|---|---|---|



The notes form part of these financial statements 

Page 4 



THE BIRCHALL TR
BALANCE SHErr
31 Mirrh 2021
2020
Totsl
Totsl
CURRENT A&SETS
C&5h * bhnk aNI in harxl
183J25
132mi
31&3•6
275.182
IW25
13L981
31￿10
275,182
TOTAL A￿Ts CURRENT LIABiixfiLS
i￿)23
13Lg11
31￿1$
275.182
NZT A&SETS
IW25
132.981
316Jfj6
275.182
FUNDS
IW25
131981
175.083
100.09)
TOTAL FUNDS
316J•6
275.182
31 M#rch2021.
corduKe with 476 orth¢ Componies kn 2(KNS.
(al
ensurin8 th￿ the dwitthle c4)mpny key LYAnpfy with sed1￿ 386 •nd 387 of the Comp•nt¢s
Ad 21￿ and
(b)
of tsch financi81 yw of tts Su￿lUS or defieii for e*h fina￿181 year in goxwdantt with the requirements of Sections
so far ¥ •ppliubk to the dmrithblt c¥Jnpw.
srnall Companies re8ime.
$I￿¢d on its bchaif
S P Ha￿0￿. Truste¢

**THE BIRCHALL TRUST** 

**NOTES TO THE FINANCIAL STATEMENTS for the Year Ended 31 March 2021** 

**2.** 

## **1. ACCOUNTING POLICIES** 

## **Basis of preparing the financial statements** 

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015)', and the Companies Act 2006. The financial statements have been prepared under the historical cost convention. 

## **Income** 

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is  probable that the income will be received and the amount can be measured reliably. 

## **Expenditure** 

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. 

## **Tangible fixed assets** 

Fixed assets are stated at cost less accumulated depreciation. The costs of additions below £1,250 are not capitalised. Depreciation is provided in full in the year of purchase. 

## **Taxation** 

The charity is exempt from corporation tax on its charitable activities. 

## **Fund accounting** 

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. 

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. 

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. 

## **Pension costs and other post-retirement benefits** 

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate. 

## **OTHER TRADING ACTIVITIES** 

|**OTHER TRADING ACTIVITIES**||||
|---|---|---|---|
||**2021**||2020|
||**£**||£|
|Rent & services||**3**|216|



continued... 

Page 6 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **3. INVESTMENT INCOME** 

|Bank interest<br>**4.**<br>**INCOME FROM CHARITABLE ACTIVITIES**<br>Activity<br>Donations<br>Counselling, advice & support<br>Training income<br>Counselling, advice & support<br>Grants<br>Counselling, advice & support<br>Grants received, included in the above, are as follows:<br>Ministry of Justice - Rape Support Fund<br>Francis C Scott Trust<br>BBC Children In Need<br>The National Lottery Community Fund<br>Sir John Fisher Foundation<br>Lloyds Bank Foundation<br>LPCC Trust House<br>Freida Scott Charitable Trust<br>Lancashire Police & Crime Commissioner<br>Garfield Weston Foundation<br>CPCC SafetyNet<br>Charles Hayward Trust<br>Walney Extension Community Fund<br>Cumbria Victims Charitable Trust<br>Banks Lyon<br>Innovation Suicide Prevention Funding NHS England/BAE<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>BAE<br>PDS Medical<br>The Survivors Trust<br>SLDC Creditors<br>CPCC Covid Fund<br>CPCC Covid Emergency<br>LPCC Covid Fund<br>Cumbria CF - Covid Emergency<br>Cumbria CF - Covid<br>Cumbria CF - Core Funding<br>SN Guest<br>Lloyds Bank Foundation - Emergency Grant<br>Carried forward||**2021**<br>**£**<br>**122**<br>**2021**<br>**£**<br>**7,640**<br>**-**<br>**402,968**<br>**410,608**<br>**2021**<br>**£**<br>**-**<br>**20,000**<br>**32,818**<br>**82,000**<br>**35,000**<br>**24,500**<br>**12,120**<br>**20,000**<br>**-**<br>**20,000**<br>**44,408**<br>**7,000**<br>**-**<br>**-**<br>**5,000**<br>**-**<br>**-**<br>**2,250**<br>**2,186**<br>**1,500**<br>**1,500**<br>**2,400**<br>**1,000**<br>**13,119**<br>**7,566**<br>**13,359**<br>**8,351**<br>**2,943**<br>**5,000**<br>**855**<br>**11,446**<br>**376,321**||2020<br>£<br>912<br>2020<br>£<br>9,252<br>750<br>319,449<br>329,451<br>2020<br>£<br>21,000<br>20,000<br>31,870<br>82,000<br>20,000<br>23,792<br>-<br>11,673<br>7,070<br>-<br>55,717<br>-<br>30,000<br>1,500<br>-<br>4,702<br>5,000<br>750<br>4,375<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>319,449|
|---|---|---|---|---|



continued... 

Page 7 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **4. INCOME FROM CHARITABLE ACTIVITIES - continued** 

|Brought forward<br>The Pilgrim Trust<br>LPCC Covid Emergency<br>BBC Children in Need - Covid|**2021**<br>**£**<br>**376,321**<br>**20,000**<br>**3,381**<br>**3,266**<br>**402,968**|2020<br>£<br>319,449<br>-<br>-<br>-<br>319,449|
|---|---|---|



## **5. TRUSTEES' REMUNERATION AND BENEFITS** 

There were no trustees' remuneration or other benefits for the year ended 31 March 2021 nor for the year ended 31 March 2020. 

## **Trustees' expenses** 

Trustees received £114.30 (2020: £192.60) in total for stationery and travel expenses. The maximum received by one Trustee was £114.30 (2020: £192.60). 

## **6.** 

## **STAFF COSTS** 

The average monthly number of employees during the year was as follows: 

## **7.** 

|Support staff<br>No employees received emoluments in excess of £60,000.<br>**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES**<br>Unrestricted<br>fund<br>£<br>**INCOME AND ENDOWMENTS FROM**<br>**Charitable activities**<br>Counselling, advice & support<br>10,002<br>Other trading activities<br>215<br>Investment income<br>912<br>**Total**<br>11,129<br>**EXPENDITURE ON**<br>**Charitable activities**<br>Counselling, advice & support<br>1,620<br>**NET INCOME/(EXPENDITURE)**<br>9,509|**2021**<br>**6**<br>Restricted<br>funds<br>£<br>319,449<br>1<br>-<br>319,450<br>331,699<br>(12,249)|2020<br>5<br>Total<br>funds<br>£<br>329,451<br>216<br>912<br>330,579<br>333,319<br>(2,740)|
|---|---|---|



continued... 

Page 8 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

|**7.**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|||
|---|---|---|---|---|---|
|||Unrestricted|Restricted||Total|
|||fund||funds|funds|
|||£||£|£|
||**RECONCILIATION OF FUNDS**|||||
||**Total funds brought forward**|165,575||112,347|277,922|
||**TOTAL FUNDS CARRIED FORWARD**|175,084||100,098|275,182|
|**8.**|**TANGIBLE FIXED ASSETS**|||||
||**COST**||||Fixtures<br>and<br>fittings<br>£|
||At 1 April 2020 and 31 March 2021||||**13,256**|
||**DEPRECIATION**|||||
||At 1 April 2020 and 31 March 2021||||**13,256**|
||**NET BOOK VALUE**|||||
||At 31 March 2021||||**-**|
||At 31 March 2020||||-|
|||||||



continued... 

Page 9 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **9. MOVEMENT IN FUNDS** 

|**Unrestricted funds**<br>General fund<br>**Restricted funds**<br>BBC Children In Need<br>Francis C Scott Trust<br>Sir John Fisher Foundation<br>Protective Behaviours<br>LPCC Trust House<br>Freida Scott Charitable Trust<br>Estate of Dorcas Gay<br>Garfield Weston Foundation<br>Charles Hayward Trust<br>CPCC SafetyNet<br>Cumbria Victims Charitable Trust<br>Duchy of Lancaster<br>Innovation Suicide Prevention Funding NHS<br>England/BAE<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>BAE<br>BBC Children in Need - Covid<br>PDS Medical<br>The Survivors Trust<br>SLDC Creditors<br>SN Guest<br>The Pilgrim Trust<br>**TOTAL FUNDS**|Net<br>movement<br>At 1/4/20<br>in funds<br>£<br>£<br>**175,083**<br>**8,242**<br>**-**<br>**111**<br>**20,000**<br>**-**<br>**20,000**<br>**15,000**<br>**3,637**<br>**-**<br>**-**<br>**3,030**<br>**11,673**<br>**8,327**<br>**4,860**<br>**-**<br>**-**<br>**4,212**<br>**-**<br>**7,000**<br>**25,837**<br>**(14,927)**<br>**1,400**<br>**-**<br>**727**<br>**(727)**<br>**1,840**<br>**-**<br>**5,000**<br>**(4,235)**<br>**750**<br>**(750)**<br>**4,375**<br>**(1,615)**<br>**-**<br>**1,500**<br>**-**<br>**201**<br>**-**<br>**1,500**<br>**-**<br>**2,400**<br>**-**<br>**1,000**<br>**-**<br>**855**<br>**-**<br>**10,000**<br>**100,099**<br>**32,882**<br>**275,182**<br>**41,124**|At<br>31/3/21<br>£<br>**183,325**<br>**111**<br>**20,000**<br>**35,000**<br>**3,637**<br>**3,030**<br>**20,000**<br>**4,860**<br>**4,212**<br>**7,000**<br>**10,910**<br>**1,400**<br>**-**<br>**1,840**<br>**765**<br>**-**<br>**2,760**<br>**1,500**<br>**201**<br>**1,500**<br>**2,400**<br>**1,000**<br>**855**<br>**10,000**<br>**132,981**<br>**316,306**|
|---|---|---|



continued... 

Page 10 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2021** 

## **9. MOVEMENT IN FUNDS - continued** 

Net movement in funds, included in the above are as follows: 

|**Unrestricted funds**<br>General fund<br>**Restricted funds**<br>BBC Children In Need<br>Francis C Scott Trust<br>Sir John Fisher Foundation<br>Lloyds Bank Foundation<br>LPCC Trust House<br>The National Lottery Community Fund<br>Freida Scott Charitable Trust<br>Garfield Weston Foundation<br>Charles Hayward Trust<br>CPCC SafetyNet<br>Banks Lyon<br>Duchy of Lancaster<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>BAE<br>BBC Children in Need - Covid<br>Cumbria CF - Core Funding<br>Cumbria CF - Covid<br>Cumbria CF - Covid Emergency<br>CPCC Covid Fund<br>CPCC Covid Emergency<br>LPCC Covid Emergency<br>LPCC Covid Fund<br>PDS Medical<br>The Survivors Trust<br>SLDC Creditors<br>SN Guest<br>The Pilgrim Trust<br>Lloyds Bank Foundation - Emergency Grant<br>**TOTAL FUNDS**|Incoming<br>resources<br>£<br>**7,764**<br>**32,818**<br>**20,000**<br>**35,000**<br>**24,500**<br>**12,120**<br>**82,000**<br>**20,000**<br>**20,000**<br>**7,000**<br>**44,408**<br>**5,000**<br>**-**<br>**-**<br>**2,250**<br>**2,187**<br>**1,500**<br>**3,266**<br>**5,000**<br>**2,943**<br>**8,351**<br>**13,119**<br>**7,566**<br>**3,381**<br>**13,359**<br>**1,500**<br>**2,400**<br>**1,000**<br>**855**<br>**20,000**<br>**11,446**<br>**402,969**<br>**410,733**|Resources<br>Movement<br>expended<br>in funds<br>£<br>£<br>**478**<br>**8,242**<br>**(32,707)**<br>**111**<br>**(20,000)**<br>**-**<br>**(20,000)**<br>**15,000**<br>**(24,500)**<br>**-**<br>**(9,090)**<br>**3,030**<br>**(82,000)**<br>**-**<br>**(11,673)**<br>**8,327**<br>**(15,788)**<br>**4,212**<br>**-**<br>**7,000**<br>**(59,335)**<br>**(14,927)**<br>**(5,000)**<br>**-**<br>**(727)**<br>**(727)**<br>**(4,235)**<br>**(4,235)**<br>**(3,000)**<br>**(750)**<br>**(3,802)**<br>**(1,615)**<br>**-**<br>**1,500**<br>**(3,065)**<br>**201**<br>**(5,000)**<br>**-**<br>**(2,943)**<br>**-**<br>**(8,351)**<br>**-**<br>**(13,119)**<br>**-**<br>**(7,566)**<br>**-**<br>**(3,381)**<br>**-**<br>**(13,359)**<br>**-**<br>**-**<br>**1,500**<br>**-**<br>**2,400**<br>**-**<br>**1,000**<br>**-**<br>**855**<br>**(10,000)**<br>**10,000**<br>**(11,446)**<br>**-**<br>**(370,087)**<br>**32,882**<br>**(369,609)**<br>**41,124**|
|---|---|---|



continued... 

Page 11 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **9. MOVEMENT IN FUNDS - continued** 

## **Comparatives for movement in funds** 

|**Unrestricted funds**<br>General fund<br>**Restricted funds**<br>Francis C Scott Trust<br>Sir John Fisher Foundation<br>Protective Behaviours<br>Residential<br>Lloyds Bank Foundation<br>The National Lottery Community Fund<br>The Hadfield Trust<br>Freida Scott Charitable Trust<br>Comic Relief<br>Estate of Dorcas Gay<br>Garfield Weston Foundation<br>Charles Hayward Trust<br>CPCC SafetyNet<br>Cumbria Victims Charitable Trust<br>Banks Lyon<br>Duchy of Lancaster<br>Innovation Suicide Prevention Funding NHS<br>England/BAE<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>**TOTAL FUNDS**|At 1/4/19<br>£<br>165,575<br>20,000<br>-<br>4,707<br>840<br>5,252<br>35,000<br>2,560<br>-<br>1,837<br>5,059<br>1,384<br>3,787<br>25,955<br>466<br>4,500<br>1,000<br>-<br>-<br>-<br>-<br>112,347<br>277,922|Net<br>movement<br>in funds<br>£<br>9,508<br>-<br>20,000<br>(1,070)<br>-<br>(5,252)<br>(35,000)<br>(2,560)<br>11,673<br>(1,837)<br>(199)<br>(1,384)<br>(3,787)<br>(118)<br>934<br>(4,500)<br>(273)<br>1,000<br>5,000<br>750<br>4,375<br>(12,248)<br>(2,740)|Transfers<br>between<br>funds<br>£<br>-<br>-<br>-<br>-<br>(840)<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>840<br>-<br>-<br>-<br>-<br>-|At<br>31/3/20<br>£<br>175,083<br>20,000<br>20,000<br>3,637<br>-<br>-<br>-<br>-<br>11,673<br>-<br>4,860<br>-<br>-<br>25,837<br>1,400<br>-<br>727<br>1,840<br>5,000<br>750<br>4,375<br>100,099<br>275,182|
|---|---|---|---|---|



continued... 

Page 12 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **9. MOVEMENT IN FUNDS - continued** 

Comparative net movement in funds, included in the above are as follows: 

|**Unrestricted funds**<br>General fund<br>**Restricted funds**<br>BBC Children In Need<br>Francis C Scott Trust<br>Ministry of Justice - Rape Support Fund<br>Sir John Fisher Foundation<br>Protective Behaviours<br>Lloyds Bank Foundation<br>LPCC Trust House<br>The National Lottery Community Fund<br>The Hadfield Trust<br>Freida Scott Charitable Trust<br>Comic Relief<br>Estate of Dorcas Gay<br>Garfield Weston Foundation<br>Charles Hayward Trust<br>CPCC SafetyNet<br>Cumbria Victims Charitable Trust<br>Walney Extension Community Fund<br>Banks Lyon<br>Duchy of Lancaster<br>Innovation Suicide Prevention Funding NHS<br>England/BAE<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>**TOTAL FUNDS**|Incoming<br>resources<br>£<br>11,129<br>31,870<br>20,000<br>21,000<br>20,000<br>-<br>23,792<br>7,070<br>82,000<br>-<br>11,673<br>-<br>-<br>-<br>-<br>55,718<br>1,500<br>30,000<br>-<br>-<br>4,702<br>5,000<br>750<br>4,375<br>319,450<br>330,579|Resources<br>Movement<br>expended<br>in funds<br>£<br>£<br>(1,621)<br>9,508<br>(31,870)<br>-<br>(20,000)<br>-<br>(21,000)<br>-<br>-<br>20,000<br>(1,070)<br>(1,070)<br>(29,044)<br>(5,252)<br>(7,070)<br>-<br>(117,000)<br>(35,000)<br>(2,560)<br>(2,560)<br>-<br>11,673<br>(1,837)<br>(1,837)<br>(199)<br>(199)<br>(1,384)<br>(1,384)<br>(3,787)<br>(3,787)<br>(55,836)<br>(118)<br>(566)<br>934<br>(30,000)<br>-<br>(4,500)<br>(4,500)<br>(273)<br>(273)<br>(3,702)<br>1,000<br>-<br>5,000<br>-<br>750<br>-<br>4,375<br>(331,698)<br>(12,248)<br>(333,319)<br>(2,740)|
|---|---|---|



continued... 

Page 13 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2021** 

## **10. RELATED PARTY DISCLOSURES** 

There were no related party transactions for the year ended 31 March 2021. 

Page 14 



**THE BIRCHALL TRUST** 

## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 March 2021** 

|**INCOME AND ENDOWMENTS**<br>**Other trading activities**<br>Rent & services<br>**Investment income**<br>Bank interest<br>**Charitable activities**<br>Donations<br>Training income<br>Grants<br>**Total incoming resources**<br>**EXPENDITURE**<br>**Charitable activities**<br>Staff costs for client support<br>Rent & services - counselling rooms<br>Counselling equipment<br>Refurbish counselling rooms<br>Travelling<br>Counsellors<br>Clinical supervision<br>Training<br>**Support costs**<br>**Management**<br>Wages<br>Pensions<br>Rent & services<br>Insurance<br>Telephone<br>Postage and stationery<br>Covid safety costs<br>Sundries<br>Professional fees for service development<br>Bank charges<br>IT & website|2021<br>£<br>**3**<br>**122**<br>**7,640**<br>**-**<br>**402,968**<br>**410,608**<br>**410,733**<br>**88,958**<br>**27,260**<br>**337**<br>**4,170**<br>**1,716**<br>**149,893**<br>**6,459**<br>**4,980**<br>**283,773**<br>**31,255**<br>**2,480**<br>**1,867**<br>**1,861**<br>**2,874**<br>**744**<br>**5,051**<br>**2,640**<br>**24,783**<br>**248**<br>**10,342**<br>**84,145**|2020<br>£<br>216<br>912<br>9,252<br>750<br>319,449<br>329,451<br>330,579<br>74,994<br>21,535<br>391<br>3,032<br>4,850<br>151,146<br>4,315<br>5,713<br>265,976<br>26,495<br>2,708<br>1,048<br>1,691<br>2,823<br>2,991<br>-<br>5,487<br>18,289<br>254<br>3,362<br>65,148|
|---|---|---|



This page does not form part of the statutory financial statements 

Page 15 



**THE BIRCHALL TRUST** 

## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES** 

## **for the Year Ended 31 March 2021** 

|**Management**<br>**Governance costs**<br>Travel & meetings<br>Accountancy fees<br>Total resources expended<br>**Net income/(expenditure)**|2021<br>£<br>**71**<br>**1,620**<br>**1,691**<br>**369,609**<br>**41,124**|2020<br>£<br>575<br>1,620<br>2,195<br>333,319<br>(2,740)|
|---|---|---|



This page does not form part of the statutory financial statements 

Page 16 



**REGISTERED COMPANY NUMBER: 05424196 (England and Wales) REGISTERED CHARITY NUMBER: 1109637** 

## **REPORT OF THE TRUSTEES AND** 

## **UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021** 

## **FOR** 

## **THE BIRCHALL TRUST** 

Taylor, Robertson & Willett Ltd 

95 King Street Lancaster Lancashire LA1 1RH 



**THE BIRCHALL TRUST** 

## **CONTENTS OF THE FINANCIAL STATEMENTS for the Year Ended 31 March 2021** 

|||**Page**||
|---|---|---|---|
|**Report of the Trustees**|1|to|2|
|**Independent Examiner's Report**||3||
|**Statement of Financial Activities**||4||
|**Balance Sheet**||5||
|**Notes to the Financial Statements**|6|to|14|
|**Detailed Statement of Financial Activities**|15|to|16|





**THE BIRCHALL TRUST** 

## **REPORT OF THE TRUSTEES** 

## **for the Year Ended 31 March 2021** 

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2021. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019). 

## **FINANCIAL REVIEW** 

## **Reserves policy** 

At the end of the financial year the combined funds of the charity totalled £316,306 (2020: £275,182). This figure may appear substantial, however it will deplete rapidly if the charity fails to secure future funding. 

The funds carried forward into the next financial year are made up of an unrestricted balance of £183,325 and a restricted  balance of £132,981. 

The unrestricted funds of £183,325 provide the charity with the security of a 'Reserves Policy'. The reserves policy is calculated to accommodate a 6 month 'wind-down' period, should the charity fail to secure funding support in the future. It also provides a small amount of funding to be spent at the discretion of the Trustees in furtherance of the charity's objectives: 

- Reserves Policy (6 month wind-down) o Staff / Redundancies                                                      £70,572 o Counselling services                                                      £33,000 o Rent, services, Property conversion & Removals         £20,390 o Fundraising (Cont.)                                                       £11,000 o Governance, Communication, Travel & Expense        £10,250 **£145,212** 

- Trustees discretionary funds **£38,113** 

The restricted funds of £132,981 have been granted by the charity's funders for specific reportable activities with respect to delivering services in the next financial year. 

## **STRUCTURE, GOVERNANCE AND MANAGEMENT** 

## **Governing document** 

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006. 

## **REFERENCE AND ADMINISTRATIVE DETAILS** 

## **Registered Company number** 

05424196 (England and Wales) 

## **Registered Charity number** 

1109637 

## **Registered office** 

60 Hartington Street Barrow In Furness Cumbria LA14 5SR 

## **Trustees** 

S P Hanson Dr S F Weare ME Taylor - Chair J Brown (appointed 15.4.20) 

Page 1 



E BIRCHALL TRUST
REPORT OF THE TRLISTEES
for tlhe Ye*r Ettd¢d JI March 2021
REFERENCT AND ADMINisfRATIVE D￿Alls
Cothp•ny Steretsry
Dr S F Weare
Ind¢pendew¢ Exarnlntr
Taylor. RoberL4Mh & Willett L
95 King Stre
LanC￿ter
LAI IRH
STATEMENT OV TRUSTEES RESPONSIBILMES
The trusie¢s {wtK> afE 8150 the directors of The Birchtll the pwp)ses of law) T rE¥wibl¢ for w¢parin¥ the
R¢w)rt of the Trustees and financial swernents in acCordW￿ with appli¢thle law Unl￿1 Kin8kn Accounting Standw
C￿Y law r4uire5 the trus*es kn Fry*r¢ fiffjawial exh fuw*ial ye¥ 8ive a aNI hir view of the sts
ob5¢rve the m¢thod$ and principles in the Charity SORP:
. prepaff the firwKi•l Sta*M￿ on the WTti¥ b4sis it is in•pFmpfi* to that tht Lknrit&ble conyny will
The trustces are responsible for keepin8 pmper I￿￿￿ntIng records which dE￿I05t with reasonable xcurxy at any time the
the preventi￿ and del¢¢11￿) of fr*#1 other irrtgu
Approv•1 by (ffderof the of tru#ees on..
zi
m￿j Si￿*d on its beh￿f br.

INDEPENDE￿r EXAMINER'S REPORT TO THE TRusfEES OF
THE BIRCHALL TRUST
Independent examiner's report to the trnstees of The Birchall Trnst Cihe Company,)
I report to the charity truste¢s on my cxamination of the acrounts of the Company for th¢ y¢ar ended 31 March 2021.
Resylnsibilities and basis ol report
As the charity's tt￿teeS of the Company (and also its dir¢dor5 for the purposes of company law) you are responsible for the
preparntion of the accounts in accordance with th¢ requirevnents of the CompwJi¢s Act 2006 (Ihe 21M)6 Ad).
Having satisfied myself that the accounts of the Company ar¢ not required to be audited under Part 16 of (he 2006 Act ond are
eligible for independent examination, I report in respect of my examination of your charitys accounts as carried out under section
145 of the Charitie5 Act 2011 ('the 2011 Act,). In can}￿g out mv examin￿0￿ I have followed the Directions giv¢n by the Charity
Commission under section 145{5) (b) of the 2011 Act.
Independent examiner's ststement
Since your charity's gross incom¢ exceed￿ £250,000 your examiner must be a mernber of a list¢d Emxly. I can Conf￿ that l am
qualified to undertake the exalnination because l am a regtstered member of Chartered Aswciation of Certified A¢¢ountants which
is one of the listed bodies.
I have cornpleted my exÈmin&tion. I conffftn that no matrers have come to my attentiixi in conn¢¢lion with the examination giving
me cause to believe..
accounting records were not kept in Tespe¢t of the Company as required by section 386 of the 2006 Act; or
the accounts do not accord with those Tecords; or
the accounts do Dot cornply wtth the accounting requiremenL8 of section 396 of the 21M)6 Act other than ony requirement
that the accounts give a nue and fair view which is not a matter considered as part of am inderendent examination- or
the accounts have not be¢n prepared in accordance with the m¢thiMb and principles of the Statement of Recornmend¢d
Ptactice for accounting and reportKng by chartties (applicable to charitie5 preparing their ac£ounts In a¢¢ordance with the
Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).
I have no concerns and have come across no other matter5 in connertion wth the examination to which attention should be draTh￿ in
this report in order to enable a proper understanding of the accounts to be reached.
RIL
Fcc
Mr Siephen Paul Slater
Chartered Association of Certified Accountants
Taylor, Robertson & Will¢tt Ltd
95 King Street
Lancaster
Lancashire
LAI IRH
22 July 2021
Page 3

**THE BIRCHALL TRUST** 

## **STATEMENT OF FINANCIAL ACTIVITIES** 

## **for the Year Ended 31 March 2021** 

|Unrestricted<br>fund<br>Notes<br>£<br>**INCOME AND ENDOWMENTS FROM**<br>**Charitable activities**<br>4<br>Counselling, advice & support<br>**7,640**<br>Other trading activities<br>2<br>**2**<br>Investment income<br>3<br>**122**<br>**Total**<br>**7,764**<br>**EXPENDITURE ON**<br>**Charitable activities**<br>Counselling, advice & support<br>**(478)**<br>**NET INCOME/(EXPENDITURE)**<br>**8,242**<br>**RECONCILIATION OF FUNDS**<br>**Total funds brought forward**<br>**175,083**<br>**TOTAL FUNDS CARRIED FORWARD**<br>**183,325**|Restricted<br>funds<br>£<br>**402,968**<br>**1**<br>**-**<br>**402,969**<br>**370,087**<br>**32,882**<br>**100,099**<br>**132,981**|**2021**<br>**Total**<br>**funds**<br>**£**<br>**410,608**<br>**3**<br>**122**<br>**410,733**<br>**369,609**<br>**41,124**<br>**275,182**<br>**316,306**|2020<br>Total<br>funds<br>£<br>329,451<br>216<br>912<br>330,579<br>333,319<br>(2,740)<br>277,922<br>275,182|
|---|---|---|---|



The notes form part of these financial statements 

Page 4 



THE BIRCHALL TR
BALANCE SHErr
31 Mirrh 2021
2020
Totsl
Totsl
CURRENT A&SETS
C&5h * bhnk aNI in harxl
183J25
132mi
31&3•6
275.182
IW25
13L981
31￿10
275,182
TOTAL A￿Ts CURRENT LIABiixfiLS
i￿)23
13Lg11
31￿1$
275.182
NZT A&SETS
IW25
132.981
316Jfj6
275.182
FUNDS
IW25
131981
175.083
100.09)
TOTAL FUNDS
316J•6
275.182
31 M#rch2021.
corduKe with 476 orth¢ Componies kn 2(KNS.
(al
ensurin8 th￿ the dwitthle c4)mpny key LYAnpfy with sed1￿ 386 •nd 387 of the Comp•nt¢s
Ad 21￿ and
(b)
of tsch financi81 yw of tts Su￿lUS or defieii for e*h fina￿181 year in goxwdantt with the requirements of Sections
so far ¥ •ppliubk to the dmrithblt c¥Jnpw.
srnall Companies re8ime.
$I￿¢d on its bchaif
S P Ha￿0￿. Truste¢

**THE BIRCHALL TRUST** 

**NOTES TO THE FINANCIAL STATEMENTS for the Year Ended 31 March 2021** 

**2.** 

## **1. ACCOUNTING POLICIES** 

## **Basis of preparing the financial statements** 

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015)', and the Companies Act 2006. The financial statements have been prepared under the historical cost convention. 

## **Income** 

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is  probable that the income will be received and the amount can be measured reliably. 

## **Expenditure** 

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. 

## **Tangible fixed assets** 

Fixed assets are stated at cost less accumulated depreciation. The costs of additions below £1,250 are not capitalised. Depreciation is provided in full in the year of purchase. 

## **Taxation** 

The charity is exempt from corporation tax on its charitable activities. 

## **Fund accounting** 

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. 

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. 

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. 

## **Pension costs and other post-retirement benefits** 

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate. 

## **OTHER TRADING ACTIVITIES** 

|**OTHER TRADING ACTIVITIES**||||
|---|---|---|---|
||**2021**||2020|
||**£**||£|
|Rent & services||**3**|216|



continued... 

Page 6 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **3. INVESTMENT INCOME** 

|Bank interest<br>**4.**<br>**INCOME FROM CHARITABLE ACTIVITIES**<br>Activity<br>Donations<br>Counselling, advice & support<br>Training income<br>Counselling, advice & support<br>Grants<br>Counselling, advice & support<br>Grants received, included in the above, are as follows:<br>Ministry of Justice - Rape Support Fund<br>Francis C Scott Trust<br>BBC Children In Need<br>The National Lottery Community Fund<br>Sir John Fisher Foundation<br>Lloyds Bank Foundation<br>LPCC Trust House<br>Freida Scott Charitable Trust<br>Lancashire Police & Crime Commissioner<br>Garfield Weston Foundation<br>CPCC SafetyNet<br>Charles Hayward Trust<br>Walney Extension Community Fund<br>Cumbria Victims Charitable Trust<br>Banks Lyon<br>Innovation Suicide Prevention Funding NHS England/BAE<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>BAE<br>PDS Medical<br>The Survivors Trust<br>SLDC Creditors<br>CPCC Covid Fund<br>CPCC Covid Emergency<br>LPCC Covid Fund<br>Cumbria CF - Covid Emergency<br>Cumbria CF - Covid<br>Cumbria CF - Core Funding<br>SN Guest<br>Lloyds Bank Foundation - Emergency Grant<br>Carried forward||**2021**<br>**£**<br>**122**<br>**2021**<br>**£**<br>**7,640**<br>**-**<br>**402,968**<br>**410,608**<br>**2021**<br>**£**<br>**-**<br>**20,000**<br>**32,818**<br>**82,000**<br>**35,000**<br>**24,500**<br>**12,120**<br>**20,000**<br>**-**<br>**20,000**<br>**44,408**<br>**7,000**<br>**-**<br>**-**<br>**5,000**<br>**-**<br>**-**<br>**2,250**<br>**2,186**<br>**1,500**<br>**1,500**<br>**2,400**<br>**1,000**<br>**13,119**<br>**7,566**<br>**13,359**<br>**8,351**<br>**2,943**<br>**5,000**<br>**855**<br>**11,446**<br>**376,321**||2020<br>£<br>912<br>2020<br>£<br>9,252<br>750<br>319,449<br>329,451<br>2020<br>£<br>21,000<br>20,000<br>31,870<br>82,000<br>20,000<br>23,792<br>-<br>11,673<br>7,070<br>-<br>55,717<br>-<br>30,000<br>1,500<br>-<br>4,702<br>5,000<br>750<br>4,375<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>319,449|
|---|---|---|---|---|



continued... 

Page 7 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **4. INCOME FROM CHARITABLE ACTIVITIES - continued** 

|Brought forward<br>The Pilgrim Trust<br>LPCC Covid Emergency<br>BBC Children in Need - Covid|**2021**<br>**£**<br>**376,321**<br>**20,000**<br>**3,381**<br>**3,266**<br>**402,968**|2020<br>£<br>319,449<br>-<br>-<br>-<br>319,449|
|---|---|---|



## **5. TRUSTEES' REMUNERATION AND BENEFITS** 

There were no trustees' remuneration or other benefits for the year ended 31 March 2021 nor for the year ended 31 March 2020. 

## **Trustees' expenses** 

Trustees received £114.30 (2020: £192.60) in total for stationery and travel expenses. The maximum received by one Trustee was £114.30 (2020: £192.60). 

## **6.** 

## **STAFF COSTS** 

The average monthly number of employees during the year was as follows: 

## **7.** 

|Support staff<br>No employees received emoluments in excess of £60,000.<br>**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES**<br>Unrestricted<br>fund<br>£<br>**INCOME AND ENDOWMENTS FROM**<br>**Charitable activities**<br>Counselling, advice & support<br>10,002<br>Other trading activities<br>215<br>Investment income<br>912<br>**Total**<br>11,129<br>**EXPENDITURE ON**<br>**Charitable activities**<br>Counselling, advice & support<br>1,620<br>**NET INCOME/(EXPENDITURE)**<br>9,509|**2021**<br>**6**<br>Restricted<br>funds<br>£<br>319,449<br>1<br>-<br>319,450<br>331,699<br>(12,249)|2020<br>5<br>Total<br>funds<br>£<br>329,451<br>216<br>912<br>330,579<br>333,319<br>(2,740)|
|---|---|---|



continued... 

Page 8 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

|**7.**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|||
|---|---|---|---|---|---|
|||Unrestricted|Restricted||Total|
|||fund||funds|funds|
|||£||£|£|
||**RECONCILIATION OF FUNDS**|||||
||**Total funds brought forward**|165,575||112,347|277,922|
||**TOTAL FUNDS CARRIED FORWARD**|175,084||100,098|275,182|
|**8.**|**TANGIBLE FIXED ASSETS**|||||
||**COST**||||Fixtures<br>and<br>fittings<br>£|
||At 1 April 2020 and 31 March 2021||||**13,256**|
||**DEPRECIATION**|||||
||At 1 April 2020 and 31 March 2021||||**13,256**|
||**NET BOOK VALUE**|||||
||At 31 March 2021||||**-**|
||At 31 March 2020||||-|
|||||||



continued... 

Page 9 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **9. MOVEMENT IN FUNDS** 

|**Unrestricted funds**<br>General fund<br>**Restricted funds**<br>BBC Children In Need<br>Francis C Scott Trust<br>Sir John Fisher Foundation<br>Protective Behaviours<br>LPCC Trust House<br>Freida Scott Charitable Trust<br>Estate of Dorcas Gay<br>Garfield Weston Foundation<br>Charles Hayward Trust<br>CPCC SafetyNet<br>Cumbria Victims Charitable Trust<br>Duchy of Lancaster<br>Innovation Suicide Prevention Funding NHS<br>England/BAE<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>BAE<br>BBC Children in Need - Covid<br>PDS Medical<br>The Survivors Trust<br>SLDC Creditors<br>SN Guest<br>The Pilgrim Trust<br>**TOTAL FUNDS**|Net<br>movement<br>At 1/4/20<br>in funds<br>£<br>£<br>**175,083**<br>**8,242**<br>**-**<br>**111**<br>**20,000**<br>**-**<br>**20,000**<br>**15,000**<br>**3,637**<br>**-**<br>**-**<br>**3,030**<br>**11,673**<br>**8,327**<br>**4,860**<br>**-**<br>**-**<br>**4,212**<br>**-**<br>**7,000**<br>**25,837**<br>**(14,927)**<br>**1,400**<br>**-**<br>**727**<br>**(727)**<br>**1,840**<br>**-**<br>**5,000**<br>**(4,235)**<br>**750**<br>**(750)**<br>**4,375**<br>**(1,615)**<br>**-**<br>**1,500**<br>**-**<br>**201**<br>**-**<br>**1,500**<br>**-**<br>**2,400**<br>**-**<br>**1,000**<br>**-**<br>**855**<br>**-**<br>**10,000**<br>**100,099**<br>**32,882**<br>**275,182**<br>**41,124**|At<br>31/3/21<br>£<br>**183,325**<br>**111**<br>**20,000**<br>**35,000**<br>**3,637**<br>**3,030**<br>**20,000**<br>**4,860**<br>**4,212**<br>**7,000**<br>**10,910**<br>**1,400**<br>**-**<br>**1,840**<br>**765**<br>**-**<br>**2,760**<br>**1,500**<br>**201**<br>**1,500**<br>**2,400**<br>**1,000**<br>**855**<br>**10,000**<br>**132,981**<br>**316,306**|
|---|---|---|



continued... 

Page 10 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2021** 

## **9. MOVEMENT IN FUNDS - continued** 

Net movement in funds, included in the above are as follows: 

|**Unrestricted funds**<br>General fund<br>**Restricted funds**<br>BBC Children In Need<br>Francis C Scott Trust<br>Sir John Fisher Foundation<br>Lloyds Bank Foundation<br>LPCC Trust House<br>The National Lottery Community Fund<br>Freida Scott Charitable Trust<br>Garfield Weston Foundation<br>Charles Hayward Trust<br>CPCC SafetyNet<br>Banks Lyon<br>Duchy of Lancaster<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>BAE<br>BBC Children in Need - Covid<br>Cumbria CF - Core Funding<br>Cumbria CF - Covid<br>Cumbria CF - Covid Emergency<br>CPCC Covid Fund<br>CPCC Covid Emergency<br>LPCC Covid Emergency<br>LPCC Covid Fund<br>PDS Medical<br>The Survivors Trust<br>SLDC Creditors<br>SN Guest<br>The Pilgrim Trust<br>Lloyds Bank Foundation - Emergency Grant<br>**TOTAL FUNDS**|Incoming<br>resources<br>£<br>**7,764**<br>**32,818**<br>**20,000**<br>**35,000**<br>**24,500**<br>**12,120**<br>**82,000**<br>**20,000**<br>**20,000**<br>**7,000**<br>**44,408**<br>**5,000**<br>**-**<br>**-**<br>**2,250**<br>**2,187**<br>**1,500**<br>**3,266**<br>**5,000**<br>**2,943**<br>**8,351**<br>**13,119**<br>**7,566**<br>**3,381**<br>**13,359**<br>**1,500**<br>**2,400**<br>**1,000**<br>**855**<br>**20,000**<br>**11,446**<br>**402,969**<br>**410,733**|Resources<br>Movement<br>expended<br>in funds<br>£<br>£<br>**478**<br>**8,242**<br>**(32,707)**<br>**111**<br>**(20,000)**<br>**-**<br>**(20,000)**<br>**15,000**<br>**(24,500)**<br>**-**<br>**(9,090)**<br>**3,030**<br>**(82,000)**<br>**-**<br>**(11,673)**<br>**8,327**<br>**(15,788)**<br>**4,212**<br>**-**<br>**7,000**<br>**(59,335)**<br>**(14,927)**<br>**(5,000)**<br>**-**<br>**(727)**<br>**(727)**<br>**(4,235)**<br>**(4,235)**<br>**(3,000)**<br>**(750)**<br>**(3,802)**<br>**(1,615)**<br>**-**<br>**1,500**<br>**(3,065)**<br>**201**<br>**(5,000)**<br>**-**<br>**(2,943)**<br>**-**<br>**(8,351)**<br>**-**<br>**(13,119)**<br>**-**<br>**(7,566)**<br>**-**<br>**(3,381)**<br>**-**<br>**(13,359)**<br>**-**<br>**-**<br>**1,500**<br>**-**<br>**2,400**<br>**-**<br>**1,000**<br>**-**<br>**855**<br>**(10,000)**<br>**10,000**<br>**(11,446)**<br>**-**<br>**(370,087)**<br>**32,882**<br>**(369,609)**<br>**41,124**|
|---|---|---|



continued... 

Page 11 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **9. MOVEMENT IN FUNDS - continued** 

## **Comparatives for movement in funds** 

|**Unrestricted funds**<br>General fund<br>**Restricted funds**<br>Francis C Scott Trust<br>Sir John Fisher Foundation<br>Protective Behaviours<br>Residential<br>Lloyds Bank Foundation<br>The National Lottery Community Fund<br>The Hadfield Trust<br>Freida Scott Charitable Trust<br>Comic Relief<br>Estate of Dorcas Gay<br>Garfield Weston Foundation<br>Charles Hayward Trust<br>CPCC SafetyNet<br>Cumbria Victims Charitable Trust<br>Banks Lyon<br>Duchy of Lancaster<br>Innovation Suicide Prevention Funding NHS<br>England/BAE<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>**TOTAL FUNDS**|At 1/4/19<br>£<br>165,575<br>20,000<br>-<br>4,707<br>840<br>5,252<br>35,000<br>2,560<br>-<br>1,837<br>5,059<br>1,384<br>3,787<br>25,955<br>466<br>4,500<br>1,000<br>-<br>-<br>-<br>-<br>112,347<br>277,922|Net<br>movement<br>in funds<br>£<br>9,508<br>-<br>20,000<br>(1,070)<br>-<br>(5,252)<br>(35,000)<br>(2,560)<br>11,673<br>(1,837)<br>(199)<br>(1,384)<br>(3,787)<br>(118)<br>934<br>(4,500)<br>(273)<br>1,000<br>5,000<br>750<br>4,375<br>(12,248)<br>(2,740)|Transfers<br>between<br>funds<br>£<br>-<br>-<br>-<br>-<br>(840)<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>840<br>-<br>-<br>-<br>-<br>-|At<br>31/3/20<br>£<br>175,083<br>20,000<br>20,000<br>3,637<br>-<br>-<br>-<br>-<br>11,673<br>-<br>4,860<br>-<br>-<br>25,837<br>1,400<br>-<br>727<br>1,840<br>5,000<br>750<br>4,375<br>100,099<br>275,182|
|---|---|---|---|---|



continued... 

Page 12 



**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued** 

## **for the Year Ended 31 March 2021** 

## **9. MOVEMENT IN FUNDS - continued** 

Comparative net movement in funds, included in the above are as follows: 

|**Unrestricted funds**<br>General fund<br>**Restricted funds**<br>BBC Children In Need<br>Francis C Scott Trust<br>Ministry of Justice - Rape Support Fund<br>Sir John Fisher Foundation<br>Protective Behaviours<br>Lloyds Bank Foundation<br>LPCC Trust House<br>The National Lottery Community Fund<br>The Hadfield Trust<br>Freida Scott Charitable Trust<br>Comic Relief<br>Estate of Dorcas Gay<br>Garfield Weston Foundation<br>Charles Hayward Trust<br>CPCC SafetyNet<br>Cumbria Victims Charitable Trust<br>Walney Extension Community Fund<br>Banks Lyon<br>Duchy of Lancaster<br>Innovation Suicide Prevention Funding NHS<br>England/BAE<br>The Dowager Countess Eleanor Peel Trust<br>Kendal Town Council<br>Co-op Local Community Fund<br>**TOTAL FUNDS**|Incoming<br>resources<br>£<br>11,129<br>31,870<br>20,000<br>21,000<br>20,000<br>-<br>23,792<br>7,070<br>82,000<br>-<br>11,673<br>-<br>-<br>-<br>-<br>55,718<br>1,500<br>30,000<br>-<br>-<br>4,702<br>5,000<br>750<br>4,375<br>319,450<br>330,579|Resources<br>Movement<br>expended<br>in funds<br>£<br>£<br>(1,621)<br>9,508<br>(31,870)<br>-<br>(20,000)<br>-<br>(21,000)<br>-<br>-<br>20,000<br>(1,070)<br>(1,070)<br>(29,044)<br>(5,252)<br>(7,070)<br>-<br>(117,000)<br>(35,000)<br>(2,560)<br>(2,560)<br>-<br>11,673<br>(1,837)<br>(1,837)<br>(199)<br>(199)<br>(1,384)<br>(1,384)<br>(3,787)<br>(3,787)<br>(55,836)<br>(118)<br>(566)<br>934<br>(30,000)<br>-<br>(4,500)<br>(4,500)<br>(273)<br>(273)<br>(3,702)<br>1,000<br>-<br>5,000<br>-<br>750<br>-<br>4,375<br>(331,698)<br>(12,248)<br>(333,319)<br>(2,740)|
|---|---|---|



continued... 

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**THE BIRCHALL TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2021** 

## **10. RELATED PARTY DISCLOSURES** 

There were no related party transactions for the year ended 31 March 2021. 

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**THE BIRCHALL TRUST** 

## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 March 2021** 

|**INCOME AND ENDOWMENTS**<br>**Other trading activities**<br>Rent & services<br>**Investment income**<br>Bank interest<br>**Charitable activities**<br>Donations<br>Training income<br>Grants<br>**Total incoming resources**<br>**EXPENDITURE**<br>**Charitable activities**<br>Staff costs for client support<br>Rent & services - counselling rooms<br>Counselling equipment<br>Refurbish counselling rooms<br>Travelling<br>Counsellors<br>Clinical supervision<br>Training<br>**Support costs**<br>**Management**<br>Wages<br>Pensions<br>Rent & services<br>Insurance<br>Telephone<br>Postage and stationery<br>Covid safety costs<br>Sundries<br>Professional fees for service development<br>Bank charges<br>IT & website|2021<br>£<br>**3**<br>**122**<br>**7,640**<br>**-**<br>**402,968**<br>**410,608**<br>**410,733**<br>**88,958**<br>**27,260**<br>**337**<br>**4,170**<br>**1,716**<br>**149,893**<br>**6,459**<br>**4,980**<br>**283,773**<br>**31,255**<br>**2,480**<br>**1,867**<br>**1,861**<br>**2,874**<br>**744**<br>**5,051**<br>**2,640**<br>**24,783**<br>**248**<br>**10,342**<br>**84,145**|2020<br>£<br>216<br>912<br>9,252<br>750<br>319,449<br>329,451<br>330,579<br>74,994<br>21,535<br>391<br>3,032<br>4,850<br>151,146<br>4,315<br>5,713<br>265,976<br>26,495<br>2,708<br>1,048<br>1,691<br>2,823<br>2,991<br>-<br>5,487<br>18,289<br>254<br>3,362<br>65,148|
|---|---|---|



This page does not form part of the statutory financial statements 

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**THE BIRCHALL TRUST** 

## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES** 

## **for the Year Ended 31 March 2021** 

|**Management**<br>**Governance costs**<br>Travel & meetings<br>Accountancy fees<br>Total resources expended<br>**Net income/(expenditure)**|2021<br>£<br>**71**<br>**1,620**<br>**1,691**<br>**369,609**<br>**41,124**|2020<br>£<br>575<br>1,620<br>2,195<br>333,319<br>(2,740)|
|---|---|---|



This page does not form part of the statutory financial statements 

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