# Annual Report 2022-23 Registered Charity No: 1109637 · Company Number: 5424196 ## Contents |3|Chair’s Review| |---|---| |4|About Us| |5-6|Our Values & Our Services| |7|The scale of the Issue| |8|The effects of Trauma| |9|Head of Services Reflections| ||Focus on some of our services:| |10|Wellbeing
1.| |11|Protective Behaviours
2.| |12|Community Engagement
3.| |13-16|Our key achievements| |17-20|Our Impact – making a difference| |22|Funding thanks| |23|CEO review| |24-25|Treasurers report| |26|Statement of Financial Activities| |27|Balance Sheet| ## Chair’s Review The past twelve months has seen a consolidation of the Birchall team to ensure we can provide accessible, quality services to survivors of all forms of sexualised violence, using our expertise to inform and support, reduce sexual violence, and promote healthy relationships. As evidence has accumulated of the impact of trauma on the individual, we have reflected on the implications for Birchall. The Board has recognised the need for trauma informed principles to apply throughout the organisation. We have used our application for One Small Thing Trauma Informed accreditation to ensure everyone who works for, or has contact with Birchall, is supported and respected. While the transition to a fully trauma informed service was the foundation of our development in the past year there have been many other achievements including the renewal of our Lime Culture accreditation for services to male survivors. Our Well Being service has been established and has worked with 64 clients over the year enhancing Birchall’s holistic approach. The Ambassador volunteer programme has developed, representing Birchall at events such as university fresher weeks. an update to our website as well as providing school-based sessions on Healthy Relationships. Professional relationships have been enhanced by joint working with our partner organisation in North Cumbria both to obtain funding and to organise the first Cumbria Trauma Informed Conference last November. Elsewhere in this report you will find details of the work that is going on every day which contributes to the recovery and empowerment of those unfortunate to be the victims of sexual violence. I hope you will find the time to read these accounts. Finally, I need to thank all our staff, including those who have moved on, whatever your role, it is essential to delivering our service. A particular welcome to our new team members and for me this includes welcoming our new board members Paula Cook and Cat McIntyre. Sadly, we had to say goodbye to Teresa Jennings during the year. All we have achieved would not have been possible without the support of our funders to whom we must express our gratitude for recognising the value of our services. Dr. Elizabeth Taylor An awareness of the barriers there may be to victims accessing services has resulted in work being done on community engagement, 3 ## About Us We are an independent charity that provides specialist support services to adults, children and young people Realise We realise the potentially damaging who have experienced sexual consequences of traumatic experiences and the opportunities that exist for healing through safe violence, including rape, sexual relationships assault and childhood sexual abuse. Recognise We recognise the signs of trauma, and seek to We strive to provide high quality, address the underlying causes specialist trauma informed services within a safe, non-judgemental environment. Respond We respond with empathy, integrating the knowledge of trauma into our policies and practice Our mission is to empower people affected by rape, sexual abuse or Resist We resist retraumatising people and aim to desexual violence to recover from their escalate the deep anxiety that adversity can trauma so they can lead safe and cause fulfilling lives. Recover We support people who have experienced trauma to recover from their trauma, by enabling them to Through a trauma in formed live in the present without being overwhelmed by approach we.... the thoughts and feelings of the past. 4 ## Our Values Safety We recognise the impact of shame, we create safe spaces and make people feel safe, by building trusted relationships Trusted We avoid judgement and understand shaming and blaming language can damage people and harm relationships. We are emotionally aware. We believe and do not judge Choice We ensure that the people using our services have a voice and their choices are important, We understand that everyone's experience matters Collaboration We work together to achieve the best possible outcome, we are person centred and see the person' s strengths, building upon them, We are reflective and learn together We seek to make a difference, innovative and be the change we want to see. We make a difference, we are transparent, and take responsibility. Empowerment 5 ## Our Services Trauma Informed Counselling, F2F and Online counselling, Pre-trial work, Play & Art Therapy For adults and CYP Wellbeing – Programme supporting people pre counselling – grounding, stabilisation, active signposting, practical & emotional support Prevention – raising awareness and educating through training in schools, community settings and to other professionals Peer support & Groups – safe space for people to share and build supportive relationships and strengthen their resilience Family – Collaboration working with parents/carers, friends of people affected by rape and sexual abuse to understand the impact of trauma For adults and CYP 6 ## The scale of the issue Sadly, rape, exploitation and sexual abuse are common in our society. More than 1 in 4 women and 1 in 18 men have been raped or sexually assaulted as an adult 1 in 6 children have been sexually abused Source: Office for National Statistics (2023) , NSPCC (2011) 67,169 rapes were recorded by police in 2022. By the end of the year, charges had been brought in just 1,276 (1.9%) of these cases. Not all these cases are likely to make it to court. But, of those that do, around 3 in 5 will end in a conviction. Source: Office for National Statistics (2023), Home Office (2023), Crown Prosecution Service (2023) 5 in 6 women who are raped don’t report – and the same is true for 4 in 5 men. Source: Office for National Statistics (2021) Across Lancashire and Cumbria, we have seen an increase in sexual offences being recorded. Figures from the Office of National Statistics show that in the year to March 2022, Cumbria recorded 1712 sexual offences, an increase of 38% on the previous year. Lancashire recorded 5259 sexual offences, an increase of 34% 7 ## The effects of trauma Abuse inflicts deep trauma – the effects of which can last a lifetime if left untreated. Trauma affects a person’s physical health, emotions, impulse control and self-image. It also affects their ability to think, learn, concentrate and form relationships. Many people who have been abused have mental health issues and suffer from depression, anxiety and PTSD (Post Traumatic Stress Disorder). Common side effects include nightmares, panic attacks, self-harm and thoughts and attempts of suicide. In response to the abusive experience, people can develop a range of complex feelings, including anger, shame and guilt. Many find it difficult to trust others and to form relationships. Poor self-care and low levels of confidence and self-esteem can occur, as well as poor physical and mental health. Adults and young people often turn to drugs and alcohol as coping strategies. Many self-harm and have eating disorders. As a result of our support, our service users can process and recover from the trauma they have experienced. This results in improved mental and physical health. Many find employment or go back to education. Some get involved in their local community, expanding their circle of social support. All of this enables our service users to heal and move past their abusive experiences, with the aim of improving their lives 8 ## Head of Services Update This has been my first full year in Birchall, and it's been a year of expansion and ensuring our teams are well supported to deliver quality counselling and wellbeing support to our clients. Our 3-stage model of Stabilisation & Understanding, Processing & Acceptance and finally Integration and Engagement has become fully embedded and feedback from both the team and those using our services has been positive. It’s allowed us to refine our case management process and focus on our waiting list. As a service, we’ve seen an increase in young people experiencing abuse. This has included an increase in young girls seeking services in response to sexual assault and rape. We’ve also seen an increase in sexual activity amongst children under 16, including sexting and sending nudes. In response to this we have expanded our Children and Young People's team, and diversified our services to work in schools and other agencies where young people feel safe. We recognise the need to work collaboratively with parents and carers and this remains integral to our offer. We developed a new Parent Carer group this year to offer psycho educational support to people whose children are receiving help from us – this peer support has proved successful and will expand over the coming year. Our service users are also experiencing increasingly complex needs related to the trauma they have experienced. In 2022 – 2023, over 84% presented with moderate to high trauma symptoms. The wellbeing service is an important part of someone's journey through offering practical and emotional support to stabilise and ground someone to ensure that counselling is then effective for them at that time. Again, the wellbeing team has grown and we’re now proud to offer that to clients across all the geographical areas we cover. The education project in schools has proved a great success over the last year with many of the team now trained to deliver sessions around Protective Behaviours. Our partnership with ‘We are Survivors’ to deliver the Outspoken Talking Therapy Project to male survivors in HMP Haverigg and HMP Lancaster Farms continues. We continue to support student counsellors by offering placements and we have seen growth, professionalism and enthusiasm displayed by everyone who has been involved. We are proud that several students have been successful in moving through our Birchall student pathway to become Birchall counsellors once they have successfully graduated. I’d like to thank all the team for their hard work, dedication and trust over the last year and an excited about the upcoming year and the development of our new Senior Operational Management Team. Nicola Lord - Head of Services 9 1 0 ## Focus on some of our services ## Wellbeing The Wellbeing Service is now well established within the Birchall Trust, and we have 4 Wellbeing Workers working across Lancashire and Cumbria – and we continue to grow. Wellbeing offers up to 12 sessions, online or face to face, and we work in a trauma informed way, and with whatever our client’s need. The Wellbeing Service is in the main, accessed prior to the counselling service with the intention of preparing clients for counselling. Wellbeing also works collaboratively with counselling to ensure clients feel safe and stable enough for continued engagement. Our Wellbeing Workers are multi-functional, and we advocate, empower, and collaborate with our clients. Wellbeing isn’t prescriptive as we work with what the client wants, we are led by them, and always in a trauma-informed way. 1. With young people (14+) we have supported in advocating their needs to school, speaking to headteachers in helping them understand the impact of trauma whilst ensuring the right support is in place for their students. 2. We have attended Citizens Advice appointments to support with debt management or to GP appointments to ensure clients feel listened to when discussing medication, or when seeking diagnosis. 3. We have worked co-operatively with health professionals and clients when having to undergo invasive procedures such as smear tests. 4. We have attended PIP assessments and spoken to DWP assessors in helping them understand the impact of trauma – which for one client has led to PIP being awarded. 5. .We have advocated or supported with complaints to mental health services, victim support, police etc. and have ensured that the client is receiving all entitled and eligible services. 6. We have worked with clients experiencing flashbacks and explored techniques to manage such as the ‘flashback protocol’ 7. We have worked with self-harm and suicidal thoughts, ensuring safety plans are in place and that clients understand who they can contact in times of crisis. 8. We have offered techniques to reduce feelings of panic and anxiety such as the 5,4,3,2,1 method, breathing exercises, relaxation, and challenging of automatic negative thoughts. 9. We have explored the impact of trauma on the brain with clients, helping them understand why they may be feeling the way that they are- validating their experience. Examples of the work we have completed over the year include: Sophie Dabbs - Senior Trauma Informed Wellbeing Practitioner 1 1 ## Protective Behaviours This has been a busy year for our new Protective Behaviours Education Programme, which we have been delivering in schools across our regions. The programme consists of an experiential workshop which centres around teaching schoolchildren (in groups of 10) in primarily Year 6 (ages 10 and 11), and Year 9 (ages 13 and 14) how to recognise what it feels like when they don’t feel safe: We do this through introducing the idea of “early warning signs”, and through a series of exercises allowing the children to experience how their bodies can signal to them when they find themselves in a situation, they don’t feel comfortable with. The workshop then focuses on how to deal with this, and helps the children identify where they can go for help and who they already have around them as a support network. So far, we have delivered this programme in 17 schools in the Barrow, South Lakes, Kendal, Morecambe, and Lancaster areas. We ensured 249 children in Years 6 and 9 have been able to learn how to recognise when they feel unsafe, and what to do about it. The feedback we have had from teachers across the schools has been very positive, and a question we often get asked by the children during the sessions is “can we do this every week?”. The programme will form a part of our regular offering going forward, whether this be to the same schools again or to a further variety of schools – both have already been requested. The Protective Behaviours workshop will also be joined by further workshops comprising Safe Relationships and Staying Safe Online in the coming year. Monica Jaklin Taylor - Counsellor 1 2 ## Community Engagement This year we started to focus on raising awareness of issues within our communities. We have been involved in several student fresher events, attended PRIDE events, and held Ambassador days. We’ve developed lots of opportunities for our communities to have conversations with us and feedback about our services to help us ensure we’re relevant, up to date and reaching those people who may not know about us but need our support. We involved local young women to help shape a specific proposal for funding from the Pilgrim Trust which resulted in 3 years' worth of funding – co production and design at the Heart of what we want to do. Our Ambassadors supported out Big Christmas Give fundraising campaigning by sharing their stories, poetry and artwork and many people took part in fundraising events to raise money – from the Great North Run to Keswick to Barrow walk to completing the Yorkshire three peaks challenge – each and every person is a Birchall star and we look forward to community engagement being at the heart of what we do next year. Bethany De Hert Head of L&D, Community Engagement Our key achievements in 2022-23 Implemented our three- stage model of service delivery iJ'nkEIJ to our theory . th, change incorporating rJJr ne%V wellbeing and rAer SLlPPOrt seNicr Developed our group work and delivered bespoke Parent/carer groups and started a men's peer support group Increased our number of Children & Young people's counseLlors to manage increase in demand. Delivering our Services Expanded our education work - deibvering 3 modules to Year 6 and Year 9 Students. Prolective Behaviours. Onlj'ne Safety and Safe relationships Introduced weekly referrals meeling to identify high priority cases to manage risk and safety 13 Enhanced clinical supervision, reflective oractice and support / a&ind vicarious trai Grown our tearn to increase admin support. develop,. ommunity engagement and a ne Head of Business Development role. Set up our first annual team engagement survey. Supporting" our Teams Refreshed our approach to Induction for new starters and enhanced our in-house training and policies and practices. l)eveloped and enhanced our student pathway and hosted 5 student placements, 4 of which remain with us delivering services 14 Developed our approach to partnership working and submitted joint bids to funders. Set up our Birchall Ambassador programme where voLunleers came together and were involved in events such as Freshers week. Northwest Sexual Awareness raising events and the Big Give Christmas campaign Held our first Trauma Informed Cumbria event with keynote speakers and workshops - attended by 200 people. Raising awareness Raised our profile strategically to become key contributors to specialj'st sexual and domestic abuse groups across Cumbria and Lancashire Developed our Community Engagement programme. 15 Successful with re- accreditation of our work vith Male survivors. Began our trauma informed principles accreditation process Implementation of a new case management system Quality sustainable organisation Diversified our funding to include statutory funding from locaL Potice & crime Commissioners. local authorities and the Minislry of Justice. Refreshed our website. implemented onLJ'ne referrals and developed self-help resources and tooLkits. 16 ## Our Impact - Making a Difference “My experience with the Birchall Trust has changed my life. Before I felt terrified all the time that something was going to happen to me and I felt it would still have been my fault. Now I feel confident in asserting boundaries, asking for help and fully understand that what happened was not my fault. Birchall helped me put myself back together again after feeling lost for so long.” 1,490 people contacted our services for information, advice, support and counselling **----- Start of picture text -----**
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“The reason that my overall health and well-being went up (which in my opinion was the hardest section of my health and wellbeing to improve) is because each week I had a session with [wellbeing worker], I felt heard and understood. I actually started looking forward to our sessions. This is something that has been hard to find with a counsellor. As an independent individual I had no one I felt I could turn to before my experience with Birchall Trust.” 408 people accessed longer term wellbeing support and counselling services **----- Start of picture text -----**
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18 1 9 ## Sam’s Story Sam was a 6 year old child, who had been abused by a member of her family. Sam initially came to Birchall for support before the trial took place, once the sentencing had happened, she came back to explore her feelings more freely through play therapy. Sam had frequent emotional outbursts at home, she would become very angry and lash out at her parents both physically and verbally, she struggled to control her emotions and her triggers were unpredictable. During her sessions with the play therapist she was able to use the sand and miniatures to express the notion of ‘baddies’ and ‘goodies’. She used paints, clay and glitter to create pictures, initially these were often more about creating mess rather than a picture. At the beginning and throughout, she experienced the need to be seen and known through the mess she was making, which seemed to be a metaphor for the internal ‘mess’ she was experiencing with her emotions She did not/could not seem to use words for her emotions, but she showed them through her play and ‘mess’. She was starting to experience control and power in her creativity and play. Sam came along to 22 sessions of play therapy and during that time she experienced change in her ability to self-regulate more easily at home, having experienced acceptance, unconditional positive regard and empathy whilst with her therapist. She has become more trusting of the relationship and as a result has become more confident and freer in her play, she ‘let go’, she increased her eye contact and laughed more, feeling safe in her relationship with the therapist. Mum has fed back that she is much more confident now, she seems able to recognise her emotional triggers before they happen and how to ask for help or self-regulate. ## Frank’s Story Frank initially came for adult counselling presenting with anger, frustration and a sense of not knowing who he was. Due to a seismic event the previous year, the mask/persona he felt he had been wearing for decades had fallen away. He felt that he didn’t know who he was without his mask and he didn’t know how to process the myriad of emotions he experienced daily. He felt overwhelmed by anger and frustration. He struggled with trust and was nervous about what he might experience in therapy. Through his sessions, Frank explored his timeline and processed his experiences through the lens of his abuse by his grandfather and the persona he created as a result. Through the process, he learned how to feel his emotions instead of pushing them down, thereby learning to cope with his anger and frustration. He now feels calmer and is able to cope with the stressful experiences brought on by his job and family life in ways that would have felt foreign to him before they started therapy. The signposting to the work of Brene Brown helped Frank understand the effect shame can have on a person and their lives. By reading Daring Greatly and bringing the learning into session, Frank explored how he had been groomed by his grandfather and how he has felt over the last four decades. It has helped him heal from the different wounds inflicted on him by his trauma and shame. Frank now feels a lot safer with himself and no longer talks of self-harming, he feels less triggered and angry and no longer blames himself for the abuse. He says he is no longer re-inventing himself but is much happier going into the next phase of his life. 2 0 2 1 ## Amira’s Story Amira came to Birchall for support believing she would be judged – she said she had experienced this previously in counselling with female counsellors and so specifically wanted to speak to a man, which we were able to offer. She used both illegal drugs and prescribed medication to help her cope with her feelings. She had experienced sexual abuse from a cousin between the ages of 5 and 13 – she talked about her shame at enjoying the abuse even though she knew others didn’t accept it. She was also struggling with her relationship with her wife and her parents and how her trauma affected her behaviour. Amira needed space in her counselling sessions – she needed to be fully confident that her counsellor was in this for the right reasons, she needed to feel safe and so she was allowed the time to explore this in an open and transparent way. Doing this allowed her to take responsibility for her healing. This included establishing firm boundaries with her brother, recognising why she felt insecure within her relationship with her wife and finding her voice to stand up for herself against sexual violence and racism. She has learned how to keep herself safe in more social aspects, how she can be outspoken as a black woman and how she carries herself. She knows how to communicate with as few words as possible and no longer feels the need for violence. She feels stronger and more equipped to keep herself emotionally safe. She feels she has always known how to keep herself physically safe ,but now she feels emotionally safe. She does not engage with drug abuse as she did when she started therapy, and no longer uses prescription drugs incorrectly. She feels more confident in her appearance and has enjoyed her journey of selfdiscovery. She used to despise being in her own company, but she now enjoys spending time with herself. She feels proud of herself and who she is becoming. She feels improved in her appearance and emotional wellbeing and feels she is in a better position to be a mum. 2 2 ## Funding Thanks The Birchall Trust relies on the kindness and generosity of our supporters. Every single penny donated or granted to us helps us provide therapy and support to empower survivors. Our supporters during 2022-23 have included: National Lottery Children In Need Cumbria Community Foundation Cumbria Police & Crime Commissioner Lancashire Police & Crime Commissioner Ministry of Justice The Pilgrim Trust Walney Extension fund (Grantscapes) Henry Smith Foundation Frieda Scott trust Francis C Scott Cumbria County Council LLoyds Foundation We are Survivors, Manchester And many individual donors and organisations who generously support our Big Christmas Give campaigns including BAE system and Glasdon Group. 2 3 This second year of our current strategy has been a busy one – we have reviewed a lot of our processes and procedures internally, expanded and embedded our holistic services and diversified our funding. We have made significant progress in terms of delivering the strategy, whilst at the same time helping more people than ever before. Our focus as an organisation has been on demonstrating and evidencing how we are a trauma-informed charity, recognising the unique experiences of survivors of sexual violence and the impact it has on their lives. This has been our driving force in all aspects of our work, from developing and delivering our specialist services to training our staff and volunteers in trauma-informed care. We took the decision towards the end of the year to embark on the One Small Thing Accreditation process and have involved the whole team and our clients in really pulling apart how we work, how we demonstrate being trauma informed. This has also been reflected in our organisational culture, with our staff and volunteers receiving extensive training in this area. This has allowed us to create a safe and supportive environment for survivors, their families, and our team, and has helped us to provide a more empathetic and compassionate service. ## CEO Review Partnership and collaborative working is important to us here at Birchall and our first Trauma Informed Cumbria conference brought together over 200 delegates from different organisations to learn more about trauma informed principles and practice. I am proud that we are being regarded as a leading centre of excellence in this field and the Birchall team delivering services are core to this. As we head into the final year of our current strategy, I am an excited about what is to come - we are about to expand our services across Lancashire and focus on working with communities to continue to shape our services. None of this would not be possible without the amazing team at Birchall, everyone is committed to the work that we do, they quite literally save lives and give people the opportunity to write their next chapter. Thank you for all your support, enthusiasm, knowledge and kindness. I think the next year will be our best yet! Vanessa Dixon The Birchall Trust has ended the financial year April 2022-March 2023 with a healthy financial balance of £444,629 (2022: £445,003). The funds are made up of an unrestricted balance of £337,108 and a restricted balance of £107,521. The unrestricted funds of £337,108 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 (see annual accounts for details). The balance of the unrestricted funds along with the restricted funds will be used to continually develop and implement our strategy and deliver the charity’s objectives. 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 no change), Administration costs to total expenditure (ACE up 3%) and fundraising costs to total expenditure (FCE down 3%). This financial year our spending was increased as we continued to implement our strategic plan, strengthening the organisational structure with additional management and support staff. We have also added full-time counsellors and wellbeing workers to provide flexibility in our service delivery. After the rise in fundraising costs last year, which was needed to support our strategic plan, there has been reduction this year. ## Treasurers Report However, I expect it to rise again in the next financial year as we drive to deliver long term funding stability for our service. (Fig 1 & 3 - see next page) ## How have we spent our funds? The good news is that despite the need to increase our support costs we have also been able to significantly increase the spend on charitable activities. (Fig 2 and 3) This year has been another exciting challenge for the team. The restructuring and expansion into new areas has provided us with a lot of problem-solving opportunities. But as usual everyone has pulled together and delivered appropriate and robust solutions. Enabling our charity to deliver much needed support to our clients with professionalism and enthusiasm. Thank you! We are extremely grateful to all the organisations and individuals who have provided funding to our charity. It is through your generosity that we are able to carry on delivering this vital service in Cumbria and Lancashire. Simon Hanson 24 Fig 2 - Spend Breakdown ## Fig 1 – Key Ratios Fig 3 - Spend History 25 Statement of Financial Activities For the Year Ended 31 March 2023 Unresthcted Funds Restricted Funds 2023 Total Funds 2022 Total Funds INCOME AND EMDOWIAEirfs FROM Charitable actlvities Counselling advice & support 42,015 466,415 508.430 522,816 01her trath'ng activities (3) Investmenl income 4,375 4,375 235 Totsl 46.508 466,415 512,923 523,048 knENDrruRE ON Charltsble acllvltks Counselling advice & support 155,915) 569,212 513,297 394,351 NET INCOMEI(EXPENDITURE) 102,423 1102,797) (374) 128,697 RECONCILUATION OF FUNDS Total funds brought fonvard 234,685 210,318 445,003 316.306 AL FINIDS CARRIED FORVIARD 337,101 1•7,5 4446 Balance Sheet 31 March 2023 Unrestricted Funds Restrided Funds 2023 Total Funds 2022 Total Funds CURRENT ASSETS Cash at bank 338,769 107,521 446,290 445.003 CREDITORS Amounts falling due wthin one year (1.661) NET CURRENT ASSETS 337,108 107,521 444,629 445.003 TOTAL ASSETS LESS CURRENT LIABILITIES 337.108 107,521 444,629 445,003 NET ASS￿5 337.108 107,521 444,629 445,IMJ3 FUNDS Unrestricted funds 337,108 234.685 Resln"cted funds 107,521 210,318 TOTAL FUNDS 444,629 445, Other than where specifically noted, all written content has been anonymised to ensure the safety of our service users. The images and names in this document do not relate to anyone mentioned. **Get In Touch!** enquiries@birchalltrust.org.uk www.birchalltrust.org.uk Registered Charity No: 1109637 · Company Number: 5424196 ## **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 2023** ## **FOR** ## **THE BIRCHALL TRUST** Ta�lor, Robertson & Willett Ltd 95 King Street Lancaster Lancashire LA1 1RH **THE BIRCHALL TRUST** ## **CONTENTS OF THE FINANCIAL STATEMENTS for the Year Ended 31 March 2023** |||**Page**|| |---|---|---|---| |**Report of the Trustees**|1|to|2| |**Independent E�aminer's Report**||3|| |**Statement of Financial Activities**||4|| |**Balance Sheet**||5|| |**Cash Flow Statement**||6|| |**Notes to the Cash Flow Statement**||7|| |**Notes to the Financial Statements**|8|to|16| |**Detailed Statement of Financial Activities**|17|to|18| **THE BIRCHALL TRUST** ## **REPORT OF THE TRUSTEES** ## **for the Year Ended 31 March 2023** The trustees �ho are also directors of the charit�for the purposes of the Companies Act 2006, present their report �ith the financial statements of the charit�for the �ear ended 31 March 2023. The trustees ha�e adopted the pro�isions of Accounting and Reporting b�Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance �ith the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effecti�e 1 Januar� 2019). ## **FINANCIAL REVIEW** ## **Reserves polic�** At the end of the financial �ear the combined funds of the charit�totalled �444,629 (2022: �445.003). This figure ma� appear substantial, ho�e�er it �ill deplete rapidl� if the charit� fails to secure future funding. The funds carried for�ard into the ne�t financial �ear are made up of an unrestricted balance of �337,108 and a restricted balance of �107,521. The unrestricted funds of �337,108 pro�ide the charit��ith the securit�of a 'Reser�es Polic�'. The reser�es polic� is calculated to accommodate a 6 month '�ind-do�n' period, should the charit�fail to secure funding support in the future (see breakdo�n belo�). The balance of the unrestricted funds �ill be used to continuall�de�elop and implement our strateg� and deli�er the charit�'s objecti�es: - Reser�es Polic� (6 month �ind-do�n) o Staff / Redundancies �206,313 o Counselling ser�ices �22,500 o Rent, ser�ices, Propert� con�ersion & Remo�als �35,250 o Go�ernance, Communication, Tra�el & E�pense �18,000 **�282,063** - Strategic de�elopment/implementation and discretionar� funds **�55,045** The restricted funds of �107,521 ha�e been granted b�the charit�'s funders for specific reportable acti�ities �ith respect to deli�ering ser�ices in the ne�t financial �ear. ## **STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document** The charit�is controlled b�its go�erning document, a deed of trust, and constitutes a limited compan�, limited b� guarantee, as defined b� the Companies Act 2006. ## **REFERENCE AND ADMINISTRATIVE DETAILS** ## **Registered Compan� number** 05424196 (England and Wales) ## **Registered Charit� number** 1109637 ## **Registered office** 60 Hartington Street Barro� In Furness Cumbria LA14 5SR Page 1 THE BIRCHALL TRIIST F'fiiTr. TRI STEES for the Year Lnded JI Marth 2023 Tru$tees S P Hanson ME Taylor- Chair J Bro￿Tr J Rushi Iresi8ngJ 1.11.22 T Jennings Irestgn¢d 5.l.231 Dr P Cooke iaproinied 7.2231 C M¢lnDre lapFointoJ 7.2231 Independent Euminer Ta) lor. RObert￿n & Willett L 95 Kin8 Sireet Lancaster Lanca5hire LAI IRH STATEMENT OFTRLSTEE5' RESPONSIBILITIES The trustees14kno are al￿ the directors of The Birdwll Trust for the PUTFvses of compan% la￿) aTe resFx>Thsible for preparing the Report of the Tn￿¢¢$ and the fiTrar)¢1￿ stateTrKnts ill accordance ￿1th applicable la￿ and Llnitoj Kingdorn Accounting Standards Iunited Kingdom GeneTall)' A¢¢ep¢¢d Arcouniing Pr&1icel. Compan)" law requires the trustecs ￿ pretAre finan¢iai ststemwts for ea¢h financial Near %bi¢h gil'e a true a￿1 fair Vie￿ of the statr of affairs of iht charitsble compani and of th¢ incoming resources and 8pplicaiion of rewurc¢s. inclllding the ineome and expendiiure. of the charitsble comtww for that wixl. In prewiog financial $￿ementS, the trustees are required to 5ele¢t suitable accounting wlicie5 and then a￿1) them consi5*ntl): observe the mfflhods and principle5 in the Charip SORP.. rnake judgernents and e5E1M￿tS that are rewnable arml prepare ihe financial statements on the going basis wiless ti is inaFfxw*e ￿ preswlx that the dwitsble eompan) will wThiiThue in busine& The trustees are resp)nsible for keeping proper accounting rox)rd5 Hhich di%105e iiith reasonablc accurdTr al aEly titne the financial w)sition of the charitable t(￿￿panI and to cnable thern to enwre th￿ the financial 5tatemeEts compl) with the Cotnpanies Act 2006. Thev are a150 re5wn5ible for safe8uardtll8 the assets of the charitsblc o)mpanJ and for taking re&sonable sieps for the pMeniioTr and detedion of f d and other irregul8rÈ¢i¢s. Approi. qrder of ard of mjytts ot) . .. and si￿￿ on its ￿haIrty: S P Hanson- Tru￿te Pa8e 2 ## ## ## **THE BIRCHALL TRUST** ## **STATEMENT OF FINANCIAL ACTIVITIES** ## **for the Year Ended 31 March 2023** |Unrestricted
fund
Notes
�
**INCOME AND ENDOWMENTS FROM**
**Charitable activities**
4
Counselling, ad�ice & support
**42,015**
Other trading acti�ities
2
**118**
In�estment income
3
**4,375**
**Total**
**46,508**
**EXPENDITURE ON**
**Charitable activities**
5
Counselling, ad�ice & support
**(55,915)**
**NET INCOME/(EXPENDITURE)**
**102,423**
**RECONCILIATION OF FUNDS**
Total funds brought for�ard
**234,685**
**TOTAL FUNDS CARRIED FORWARD**
**337,108**|Restricted
funds
�
**466,415**
**-**
**-**
**466,415**
**569,212**
**(102,797)**
**210,318**
**107,521**|**2023**
**Total**
**funds**
**�**
**508,430**
**118**
**4,375**
**512,923**
**513,297**
**(374)**
**445,003**
**444,629**|2022
Total
funds
�
522,816
(3)
235
523,048
394,351
128,697
316,306
445,003| |---|---|---|---| The notes form part of these financial statements Page 4 HE BIRCHALL TRUST BALANCE SHEET 2023 Total 2022 Totsl nds Unreskncted fund Restricted fijnds Notes CURRENT ASSETS Cash ai bank 338.769 1•7J21 4463 44J,(M)3 CREDITORS Amounts r￿lIng due wrythin 9Th¢ y (1.661) (1.661) NETCVRRENT ASSETS 337,108 107J21 444.629 445.003 TOTAL ASSETS LESS C.URRENT LIABILITIES 337,108 107J21 444h29 445.003 NET ASSETS 337.1118 107J21 444h29 445.003 FIINDS Unre5tTiCted f￿￿5 Restricted funds 337,108 107,521 234.683 210.318 TOTAL FUNDS 444.629 445.003 The ¢hAritable compgny 1$ ¢Dliiled to exemption from audit under S&tlon 477 of the Companies Ad 2CN)6 for ihe year ended 31 Mar¢h 2023. The members have tx)( required the company to obtsin an audit of its financial sthtements for the ye4r ¢nded 31 Mwch 2023 in a¢wdan¢e with Section 476 of the Companies Art 2006. The trustres acknowloJ8e their regry)nsibilities for ¢n54Jring ihat the charitable company keeps a¢xoynlin8 reLxJrds that ¢omply wth Sefflions 386 and 387 of the Componies Act 2(X)6 and preparing financial statements which give a 4nd fair view of the state of V4ffairs of the Charitftble COMp￿Y ￿ at the end of each financi￿ and of its Surplus OT deficit for t￿h financial year in 8¢eordance with the requirements of Section5 394 and 395 and which othm¥is¢ comply with the requ1￿mentS of the Companies Ad 21K)6 rela(In8 to finan¢ial ststements w far ￿ applicable to the chAritable company. Ib) These fin9n¢1￿ stalements have been prep8rtd in a¢¢ordance with the provisioris appIl￿ble to thaTitsble ¢omp9ni¢s subj¢d to the sm&ll companies re8tme. The financial statemenLs were 4)prov¢d by the Boord of T￿￿te¢S and authori5￿ for issue on ned on half by: P Han￿n- Trustee The notes forni part of these finan¢i81 S￿ements ## **THE BIRCHALL TRUST** ## **CASH FLOW STATEMENT** ## **for the Year Ended 31 March 2023** |Notes
**Cash flows from operating activities**
Cash generated from operations
1
Net cash (used in)/pro�ided b� operating acti�ities
**Cash flows from investing activities**
Interest recei�ed
Net cash pro�ided b� in�esting acti�ities
**Change in cash and cash equivalents in the**
**reporting period**
**Cash and cash equivalents at the beginning**
**of the reporting period**
**Cash and cash equivalents at the end of the**
**reporting period**|**2023**
**�**
**(3,088)**
**(3,088)**
**4,375**
**4,375**
**1,287**
**445,003**
**446,290**|2022
�
128,462
128,462
235
235
128,697
316,306
445,003| |---|---|---| The notes form part of these financial statements Page 6 **THE BIRCHALL TRUST** ## **NOTES TO THE CASH FLOW STATEMENT** ## **for the Year Ended 31 March 2023** **1. RECONCILIATION OF NET (EXPENDITURE)/INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES** |**Net (e�penditure)/income for the reporting period (as per the Statement**
**of Financial Activities)**
**Adjustments for:**
Interest recei�ed
Increase in creditors
**Net cash (used in)/provided b� operations**|**2023**
**�**
**(374)**
**(4,375)**
**1,661**
**(3,088)**|2022
�
128,697
(235)
-
128,462| |---|---|---| **2. ANALYSIS OF CHANGES IN NET FUNDS** |**Net cash**|At 1/4/22
�|Cash flo�
�|**At 31/3/23**
**�**|**At 31/3/23**
**�**| |---|---|---|---|---| |Cash at bank and in hand|**445,003**|**1,287**||**446,290**| ||**445,003**|**1,287**||**446,290**| |**Total**|**445,003**|**1,287**||**446,290**| The notes form part of these financial statements Page 7 **THE BIRCHALL TRUST** **NOTES TO THE FINANCIAL STATEMENTS** **for the Year Ended 31 March 2023** ## **1. ACCOUNTING POLICIES** ## **Basis of preparing the financial statements** The financial statements of the charitable compan�, �hich is a public benefit entit�under FRS 102, ha�e been prepared in accordance �ith the Charities SORP (FRS 102) 'Accounting and Reporting b�Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance �ith the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effecti�e 1 Januar�2015)', and the Companies Act 2006. The financial statements ha�e been prepared under the historical cost con�ention. ## **Income** All income is recognised in the Statement of Financial Acti�ities once the charit�has entitlement to the funds, it is probable that the income �ill be recei�ed and the amount can be measured reliabl�. ## **E�penditure** Liabilities are recognised as e�penditure as soon as there is a legal or constructi�e obligation committing the charit� to that e�penditure, it is probable that a transfer of economic benefits �ill be required in settlement and the amount of the obligation can be measured reliabl�. E�penditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the categor�. Where costs cannot be directl�attributed to particular headings the� ha�e been allocated to acti�ities on a basis consistent �ith the use of resources. ## **Tangible fi�ed assets** Fi�ed assets are stated at cost less accumulated depreciation. The costs of additions belo��1,250 are not capitalised. Depreciation is pro�ided in full in the �ear of purchase. ## **Ta�ation** The charit� is e�empt from corporation ta� on its charitable acti�ities. ## **Fund accounting** Unrestricted funds can be used in accordance �ith the charitable objecti�es at the discretion of the trustees. Restricted funds can onl�be used for particular restricted purposes �ithin the objects of the charit�. Restrictions arise �hen specified b� the donor or �hen funds are raised for particular restricted purposes. Further e�planation 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 compan�operates a defined contribution pension scheme. Contributions pa�able to the charitable compan�'s pension scheme are charged to the Statement of Financial Acti�ities in the period to �hich the� relate. ## **2. OTHER TRADING ACTIVITIES** |**OTHER TRADING ACTIVITIES**|||| |---|---|---|---| ||**2023**|2022|| ||**�**|�|| |Rent & ser�ices|**118**||(3)| continued... Page 8 **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2023** |**3.**
**INVESTMENT INCOME**
Bank interest
**4.**
**INCOME FROM CHARITABLE ACTIVITIES**
Acti�it�
Donations
Counselling, ad�ice & support
Training income
Counselling, ad�ice & support
Grants
Counselling, ad�ice & support
Grants recei�ed, included in the abo�e, are as follo�s:
The Henr� Smith Charit�
Francis C Scott Trust
BBC Children In Need
The National Lotter� Communit� Fund
Sir John Fisher Foundation
Llo�ds Bank Foundation
LPCC Trust House
Freida Scott Charitable Trust
Garfield Weston Foundation
CPCC Safet�Net
Walne� E�tension Communit� Fund
The Pilgrim Trust
CPCC MOJ Uplift
CPCC MOJ Male Support Fund
LPCC Critical Support Fund
Cumbria Communit� Foundation
LPCC MOJ Male Support Fund
Cumbria Count� Council COMF Grant
Cumbria Count� Council DLUHC Grant
We are Sur�i�ors (NHS Eng)
Henr� Smith Foundation - COVID
Cumbria MOJ - Additional Therap�
CPCC MOJ Additional Capacit�
Cumbria Count� Council Trauma Work|**2023**
**�**
**4,375**
**2023**
**�**
**39,006**
**3,009**
**466,415**
**508,430**
**2023**
**�**
**60,000**
**-**
**33,800**
**74,715**
**-**
**27,250**
**-**
**-**
**-**
**45,964**
**11,738**
**5,000**
**-**
**26,469**
**43,025**
**-**
**-**
**-**
**15,555**
**26,991**
**40,000**
**15,970**
**11,338**
**28,600**
**466,415**|2022
�
235
2022
�
34,957
100
487,759
522,816
2022
�
60,000
40,000
32,450
82,000
20,000
25,000
14,160
20,000
25,000
33,968
-
10,000
13,150
18,247
22,500
10,000
9,947
33,000
8,750
9,587
-
-
-
-
487,759| |---|---|---| continued... Page 9 **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued** ## **for the Year Ended 31 March 2023** ## **5. CHARITABLE ACTIVITIES COSTS** ## **6.** |Support
Direct
costs (see
Costs
note 6)
�
�
Counselling, ad�ice & support
**386,690**
**126,607**
**SUPPORT COSTS**
Go�ernance
Management
costs
�
�
Counselling, ad�ice & support
**124,251**
**2,356**|Totals
�
**513,297**
Totals
�
**126,607**| |---|---| ## **7. TRUSTEES' REMUNERATION AND BENEFITS** There �ere no trustees' remuneration or other benefits for the �ear ended 31 March 2023 nor for the �ear ended 31 March 2022. ## **Trustees' e�penses** Trustees recei�ed �0.00 (2022: �0.00) in total for stationer�and tra�el e�penses. The ma�imum recei�ed b� one Trustee �as �0.00 (2022: �0.00). ## **8. STAFF COSTS** |Wages and salaries
Other pension costs
The a�erage monthl� number of emplo�ees during the �ear �as as follo�s:
Support staff|**2023**
**�**
**302,853**
**6,507**
**309,360**
**2023**
**18**|2022
�
188,430
3,680
192,110
2022
10| |---|---|---| No emplo�ees recei�ed emoluments in e�cess of �60,000. continued... Page 10 **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued** ## **for the Year Ended 31 March 2023** ## **9. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES** |Unrestricted
fund
�
**INCOME AND ENDOWMENTS FROM**
**Charitable activities**
Counselling, ad�ice & support
35,057
Other trading acti�ities
(2)
In�estment income
235
**Total**
35,290
**EXPENDITURE ON**
**Charitable activities**
Counselling, ad�ice & support
(16,070)
**NET INCOME**
51,360
**RECONCILIATION OF FUNDS**
Total funds brought for�ard
183,325
**TOTAL FUNDS CARRIED FORWARD**
234,685
**10.**
**TANGIBLE FIXED ASSETS**
**COST**
At 1 April 2022 and 31 March 2023
**DEPRECIATION**
At 1 April 2022 and 31 March 2023
**NET BOOK VALUE**
At 31 March 2023
At 31 March 2022|Restricted
funds
�
487,759
(1)
-
487,758
410,421
77,337
132,981
210,318|Total
funds
�
522,816
(3)
235
523,048
394,351
128,697
316,306
445,003
Fi�tures
and
fittings
�
**13,256**
**13,256**
**-**
-| |---|---|---| continued... Page 11 **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2023** ## **11. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR** |Accrued e�penses
**12.**
**MOVEMENT IN FUNDS**
**Unrestricted funds**
General fund
**Restricted funds**
BBC Children In Need
Francis C Scott Trust
The Henr� Smith Charit�
Sir John Fisher Foundation
Llo�ds Bank Foundation
Freida Scott Charitable Trust
Garfield Weston Foundation
CPCC Safet�Net
The Pilgrim Trust
Cumbria Communit� Foundation
Cumbria Count� Council COMF Grant
We are Sur�i�ors (NHS Eng)
Henr� Smith Foundation - COVID
Cumbria Count� Council Trauma Work
**TOTAL FUNDS**|At 1/4/22
�
**234,685**
**440**
**40,000**
**12,750**
**20,000**
**25,000**
**20,000**
**25,000**
**6,263**
**10,000**
**10,000**
**33,000**
**7,865**
**-**
**-**
**210,318**
**445,003**|**2023**
**�**
**1,661**
Net
mo�ement
in funds
�
**102,423**
**(440)**
**(25,000)**
**15,325**
**(20,000)**
**(25,000)**
**(12,164)**
**(25,000)**
**4,323**
**(10,000)**
**(10,000)**
**(33,000)**
**(7,865)**
**17,424**
**28,600**
**(102,797)**
**(374)**|2022
�
-
At
31/3/23
�
**337,108**
**-**
**15,000**
**28,075**
**-**
**-**
**7,836**
**-**
**10,586**
**-**
**-**
**-**
**-**
**17,424**
**28,600**
**107,521**
**444,629**| |---|---|---|---| continued... Page 12 ## **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2023** ## **12. MOVEMENT IN FUNDS - continued** Net mo�ement in funds, included in the abo�e are as follo�s: |**Unrestricted funds**
General fund
**Restricted funds**
BBC Children In Need
Francis C Scott Trust
The Henr� Smith Charit�
Sir John Fisher Foundation
Lotter� IT
Llo�ds Bank Foundation
Freida Scott Charitable Trust
Garfield Weston Foundation
CPCC Safet�Net
Walne� E�tension Communit� Fund
The Pilgrim Trust
CPCC MOJ Male Support Fund
LPCC Critical Support Fund
Cumbria Communit� Foundation
Cumbria Count� Council COMF Grant
Cumbria Count� Council DLUHC Grant
We are Sur�i�ors (NHS Eng)
Henr� Smith Foundation - COVID
Cumbria MOJ - Additional Therap�
CPCC MOJ Additional Capacit�
Cumbria Count� Council Trauma Work
**TOTAL FUNDS**|Incoming
resources
�
**46,508**
**33,800**
**-**
**60,000**
**-**
**74,715**
**27,250**
**-**
**-**
**45,964**
**11,738**
**5,000**
**26,469**
**43,025**
**-**
**-**
**15,555**
**26,991**
**40,000**
**15,970**
**11,338**
**28,600**
**466,415**
**512,923**|Resources
Mo�ement
e�pended
in funds
�
�
**55,915**
**102,423**
**(34,240)**
**(440)**
**(25,000)**
**(25,000)**
**(44,675)**
**15,325**
**(20,000)**
**(20,000)**
**(74,715)**
**-**
**(52,250)**
**(25,000)**
**(12,164)**
**(12,164)**
**(25,000)**
**(25,000)**
**(41,641)**
**4,323**
**(11,738)**
**-**
**(15,000)**
**(10,000)**
**(26,469)**
**-**
**(43,025)**
**-**
**(10,000)**
**(10,000)**
**(33,000)**
**(33,000)**
**(15,555)**
**-**
**(34,856)**
**(7,865)**
**(22,576)**
**17,424**
**(15,970)**
**-**
**(11,338)**
**-**
**-**
**28,600**
**(569,212)**
**(102,797)**
**(513,297)**
**(374)**| |---|---|---| continued... Page 13 ## **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2023** ## **12. MOVEMENT IN FUNDS - continued** ## **Comparatives for movement in funds** |**Unrestricted funds**
General fund
**Restricted funds**
BBC Children In Need
Francis C Scott Trust
The Henr� Smith Charit�
Sir John Fisher Foundation
Protecti�e Beha�iours
Llo�ds Bank Foundation
LPCC Trust House
Freida Scott Charitable Trust
Estate of Dorcas Ga�
Garfield Weston Foundation
Charles Ha��ard Trust
CPCC Safet�Net
Cumbria Victims Charitable Trust
Inno�ation Suicide Pre�ention Funding NHS
England/BAE
The Do�ager Countess Eleanor Peel Trust
Co-op Local Communit� Fund
BAE
BBC Children in Need - Co�id
PDS Medical
The Sur�i�ors Trust
SLDC Creditors
SN Guest
The Pilgrim Trust
Cumbria Communit� Foundation
Cumbria Count� Council COMF Grant
We are Sur�i�ors (NHS Eng)
**TOTAL FUNDS**|At 1/4/21
�
183,325
111
20,000
-
35,000
3,637
-
3,030
20,000
4,860
4,212
7,000
10,910
1,400
1,840
765
2,760
1,500
201
1,500
2,400
1,000
855
10,000
-
-
-
132,981
316,306|Net
mo�ement
in funds
�
51,360
329
20,000
12,750
(15,000)
(3,637)
25,000
(3,030)
-
(4,860)
20,788
(7,000)
(4,647)
(1,400)
(1,840)
(765)
(2,760)
(1,500)
(201)
(1,500)
(2,400)
(1,000)
(855)
-
10,000
33,000
7,865
77,337
128,697|At
31/3/22
�
234,685
440
40,000
12,750
20,000
-
25,000
-
20,000
-
25,000
-
6,263
-
-
-
-
-
-
-
-
-
-
10,000
10,000
33,000
7,865
210,318
445,003| |---|---|---|---| continued... Page 14 ## **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2023** ## **12. MOVEMENT IN FUNDS - continued** Comparati�e net mo�ement in funds, included in the abo�e are as follo�s: |**Unrestricted funds**
General fund
**Restricted funds**
BBC Children In Need
Francis C Scott Trust
The Henr� Smith Charit�
Sir John Fisher Foundation
Protecti�e Beha�iours
Llo�ds Bank Foundation
LPCC Trust House
The National Lotter� Communit� Fund
Freida Scott Charitable Trust
Estate of Dorcas Ga�
Garfield Weston Foundation
Charles Ha��ard Trust
CPCC Safet�Net
Cumbria Victims Charitable Trust
Inno�ation Suicide Pre�ention Funding NHS
England/BAE
The Do�ager Countess Eleanor Peel Trust
Co-op Local Communit� Fund
BAE
BBC Children in Need - Co�id
PDS Medical
The Sur�i�ors Trust
SLDC Creditors
SN Guest
The Pilgrim Trust
CPCC MOJ Uplift
CPCC MOJ Male Support Fund
LPCC Critical Support Fund
Cumbria Communit� Foundation
LPCC MOJ Male Support Fund
Cumbria Count� Council COMF Grant
Cumbria Count� Council DLUHC Grant
We are Sur�i�ors (NHS Eng)
**TOTAL FUNDS**|Incoming
resources
�
35,290
32,450
40,000
60,000
20,000
-
25,000
14,160
82,000
20,000
-
25,000
-
33,967
-
-
-
-
-
-
-
-
-
-
10,000
13,150
18,247
22,500
10,000
9,947
33,000
8,750
9,587
487,758
523,048|Resources
Mo�ement
e�pended
in funds
�
�
16,070
51,360
(32,121)
329
(20,000)
20,000
(47,250)
12,750
(35,000)
(15,000)
(3,637)
(3,637)
-
25,000
(17,190)
(3,030)
(82,000)
-
(20,000)
-
(4,860)
(4,860)
(4,212)
20,788
(7,000)
(7,000)
(38,614)
(4,647)
(1,400)
(1,400)
(1,840)
(1,840)
(765)
(765)
(2,760)
(2,760)
(1,500)
(1,500)
(201)
(201)
(1,500)
(1,500)
(2,400)
(2,400)
(1,000)
(1,000)
(855)
(855)
(10,000)
-
(13,150)
-
(18,247)
-
(22,500)
-
-
10,000
(9,947)
-
-
33,000
(8,750)
-
(1,722)
7,865
(410,421)
77,337
(394,351)
128,697| |---|---|---| continued... Page 15 ## **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2023** ## **13. RELATED PARTY DISCLOSURES** There �ere no related part� transactions for the �ear ended 31 March 2023. Page 16 ## **THE BIRCHALL TRUST** ## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 March 2023** |**INCOME AND ENDOWMENTS**
**Other trading activities**
Rent & ser�ices
**Investment income**
Bank interest
**Charitable activities**
Donations
Training income
Grants
**Total incoming resources**
**EXPENDITURE**
**Charitable activities**
Staff costs for client support
Rent & ser�ices - counselling rooms
Counselling equipment
Refurbish counselling rooms
Tra�elling
Counsellors
Clinical super�ision
Training
Ser�ice pro�ision partner
**Support costs**
**Management**
Wages
Pensions
Rent & ser�ices
Insurance
Telephone
Postage and stationer�
Sundries
Professional fees for ser�ice de�elopment
Office equipment
Bank charges
Carried for�ard|2023
�
**118**
**4,375**
**39,006**
**3,009**
**466,415**
**508,430**
**512,923**
**224,111**
**31,329**
**492**
**593**
**4,318**
**71,988**
**4,040**
**7,469**
**42,350**
**386,690**
**78,742**
**6,507**
**1,649**
**2,165**
**3,378**
**318**
**6,490**
**14,668**
**2,140**
**180**
**116,237**|2022
�
(3)
235
34,957
100
487,759
522,816
523,048
139,438
30,268
649
1,988
3,378
104,956
913
1,560
-
283,150
48,992
3,680
1,593
1,966
2,288
1,115
2,777
30,364
1,719
188
94,682| |---|---|---| This page does not form part of the statutor� financial statements Page 17 ## **THE BIRCHALL TRUST** ## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES** ## **for the Year Ended 31 March 2023** |**Management**
Brought for�ard
IT & �ebsite
**Governance costs**
Tra�el & meetings
Accountanc� fees
Legal fees
Total resources e�pended
**Net (e�penditure)/income**|2023
�
**116,237**
**8,014**
**124,251**
**136**
**2,220**
**-**
**2,356**
**513,297**
**(374)**|2022
�
94,682
8,629
103,311
197
1,728
5,965
7,890
394,351
128,697| |---|---|---| This page does not form part of the statutor� financial statements Page 18 ## ## ##