# Annual Report 2023-24 Registered Charity No: 1109637 · Company Number: 5424196 ## Contents 3 4 5 6-7 8-9 10 11 12 13 14-17 18 19 20 21-22 23-24 Chair’s Review Message from new chair About us Our Values & Our Services The scale of the Issue The effects of Trauma Head of Services Reflections Focus on some of our services Admin update Our Impact – making a difference Feedback Funding thanks CEO review Treasurers report Statement of Financial Activities ## Chair’s Review Over the past twelve months the Birchall team have implemented trauma informed principles to underpin a constant process of reflection and revaluation to ensure the services we provide reflect the needs of those who use them. A strategic review led by the Senior Management Team involved consultations with stakeholders including those with lived experience, staff and the wider community. We believe this process has allowed us plan a future service that truly reflects the needs of a modern society. A major service development resulted from the award of a Ministry of Justice contract to provide services across Lancashire including Blackpool. This has presented a challenge to ensure our values are maintained but has also brought into Birchall new and refreshing ideas. Many people have been involved in the Birchall journey in the past twelve months and thanks to everyone involved. I would like to acknowledge the hard work of our Senior Management Team who have faced many challenges with positivity and provided the Board with informed guidance. Thanks to our funders who continue to support our work and without whom we could not provide or services. Finally, on a personal note, as I step down from my role as Chair, thanks to my board colleagues who have unfailingly given of their time and wisdom during a time of great change. I wish Paula Cook, my successor, well and know she will bring fresh ideas and insights to the role. Dr. Elizabeth Taylor The founding principles of the charity established by Christine Birchall thirty years ago still hold, but as a Board of Trustees we recognised the Articles did not reflect current Charity Commission standards. With support from the Lloyds Foundation these have been reviewed and provide an updated statement of our aims. 3 ## Message from our new chair I am delighted to take over the Chair of Birchall as it continues to grow as an organisation and extend its geographical reach for those who use our services. My thanks to Liz Taylor, our retiring Chair, who has provided such consistent and valuable leadership for many years including through the challenges of the covid pandemic. Our vision remains focused to supporting those who need our services and live or work in Cumbria and Lancashire; understanding their cultural diversity, different needs and ways to access our services continues to be our key focus. Sadly, our communities mirror the national picture, with an increase year on year of people’s experiences of sexual offences, resulting in a doubling of referrals to our services. We have recently launched our 5-year strategy, detailing our plans and how we are responding to changes in charitable funding, the needs of our Donors and the manner in which services are contracted and regulated. Whilst we now face a world where we need to contract for some of our service funding, the roles of our fundraisers and Donors remain critical, we could not offer what we do without you, thank you. We have achieved much, yet have so much more to do. I look forward to working with our passionate team of staff, volunteers and ambassadors as we support those who need our services in the path to recovery. We want to continue to be at the leading edge of providing trauma informed, tailored responses to those needs. Our expansion of our educational work in schools and other educational settings is integral to this. Dr. Paula Cook 4 We are an independent charity that provides specialist support services to adults, children and young people who have experienced sexual violence or exploitation, including rape, sexual assault and childhood sexual abuse. We strive to provide high quality, specialist trauma informed services within a safe, non-judgemental environment. Our mission is to empower people affected by rape, sexual abuse or sexual violence to recover from their trauma so they can lead safe and fulfilling lives. Through a trauma in formed approach we.... ## About Us > Realise We realise the potentially damaging consequences of traumatic experiences and the opportunities that exist for healing through safe relationships. Recognise We recognise the signs of trauma, and seek to address the underlying causes. > Respond We respond with empathy, integrating the knowledge of trauma into our policies and practice. > Resist We resist retraumatising people and aim to deescalate the deep anxiety that adversity can cause. > Recover We support people who have experienced trauma to recover from their trauma, by enabling them to live in the present without being overwhelmed by the thoughts and feelings of the past. 5 ## 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. Empowerment 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. 6 ## Our Services Trauma Informed Counselling, F2F and Online counselling, Pre-trial work, Play & Art Therapy for adults, Children and Young People. Wellbeing – Programme supporting people pre counselling – grounding, stabilisation, active signposting, practical & emotional support for adults and Young People. 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. 7 ## The scale of the issue 1 in 4 women have been raped or sexually assaulted since the age of 16 - ‘Office of National Statistics’ 2023 - 1 in 6 children have been sexually abused - ‘NSPCC’ 2011 - 1 in 18 men have been raped or sexually assaulted since the age of 16 - ‘Office of National Statistics’ 2023 - 69,184 rapes were recorded by police between 1 July 2023 and 30 June 2024 -‘Office of National Statistics’ 2024 Fewer than 3 in 100 rapes recorded by police between 1 July 2023 and 30 June 2024 resulted in someone being charged that same year - Let alone convicted - ‘Home Office’ 2024. But reports to the Police are only the tip of the iceberg as 5 in 6 women who are raped don’t report – and the same is true for 4 in 5 men. Most people tell someone else what has happened. Why don’t they tell the Police? 40% said ‘embarrassment’ - 38% said they didn’t think the police could help - 34% said they thought it would be humiliating MOJ research conducted in 2023 to recommission services found that people preferred services that were independent of the criminal justice system and had a preference to be supported by an organisation whose sole purpose is to help people who have experienced sexual violence. Whilst reports to the Police continue at a low level, referrals to Birchall have increased by 171% in the second half of the year rising from 254 in the first 6 months to to 679 in the second six months of the year. 8 9 529 Organisational Referrals (57%) 400 Self Referrals (43%) ## GENDER 1 **Identifying as female increased in the year to 83% (774) Identifying as male remaining relatively static at 15% (137) identifying as neither male or female at 2% (18)** ## SEXUALITY **584 (63%) identified as heterosexual 41 as Gay or Lesbian 72 as bisexual (8%) 58 as some other sexuality (6% Increase 18% of all referrals coming from the LGBTQ+ community.** 2 ## ETHNICITY CHARACTERISITICS OF REFERRALS 3 **90% of referrals (839) were from people who identified as white or white British 10% belonging to Asian or Asian British, black or black British, Chinese, mixed or dual race or any other ethnic group.** 4 ## DISABILITY **55% of the people reported having some form of disability. 73% of people reporting a disability, report that disability is related to their mental health.** 992 people on the waiting list for all services on 31.3.24. Fastest growing area of demand is Blackpool. 5 ## AGE **18.5% (172) children and young people 23.8% (221) 25-34 year age group Over 55's -4% at the beginning of the year to 7.6% by the end.** ## The effects of trauma Experiences of abuse can lead to significant trauma, and for some, the effects may persist long-term without appropriate support. These traumatic experiences can impact various aspects of an individual's life, including their physical health, emotional well-being, impulse control, and self-perception. Additionally, trauma can influence cognitive functions such as thinking, learning, and concentration, as well as the ability to form and maintain relationships. Many individuals who have faced abuse may also experience mental health challenges, including depression, anxiety, and PTSD (Post-Traumatic Stress Disorder). Some common responses to trauma can manifest as nightmares, panic attacks, self-harm, and suicidal thoughts or attempts. The emotions tied to such experiences are often complex, encompassing feelings like anger, shame, and guilt. Trusting others and building connections can be particularly challenging for those affected. Issues such as low self-esteem, poor self-care, and declining physical and mental health may also arise. In coping with these difficulties, some individuals may resort to drugs or alcohol. Others might engage in self-harming behaviours or develop eating disorders. However, through support services, individuals have the opportunity to process their trauma and work toward recovery. Many find that as they receive help, they experience improvements in their mental and physical health. This journey often leads to renewed educational or employment opportunities, and fosters involvement in community activities, which can enhance social support networks. Ultimately, this support aims to assist individuals in healing and moving forward from their past experiences, with the goal of improving their overall quality of life. ## Head of Services Update ## Overview: This report outlines the progress and achievements of our Charity over the past year. Our commitment to delivering support services has strengthened our connections with parents, carers, and the wider community. With the introduction of various contracts and initiatives, we have expanded our services by almost doubling in size and enhanced the support available to those in need by reaching people who have experienced rape and sexual abuse at an earlier stage to reduce the debilitating impact of trauma on individual lives. ## Monitoring and Evaluation: We have been monitoring peoples' personal characteristics to help us understand how accessible our services are and what changes we need to make to engage with people and communities who appear under represented. Our monitoring also includes details of trauma levels that people experience, and we have started a project to review our client journey to ensure that we prioritise people with the greatest needs. We will be looking forward to evaluating our services further next year, to create great efficiencies and help more people to reduce our waiting list. This approach has certainly led to some new challenges with an increasing number of people coming forward who experience social isolation and have no other form of support. We have also experienced a deluge of referrals as we expanded across Lancashire and despite increasing the number of appointments our waiting list has also doubled in length. In conclusion, as we reflect on the past year, we are proud of our accomplishments and the positive impact we have made in the lives of parents, children, and communities across Lancashire and Cumbria. We remain committed to our mission and look forward to building upon these foundations in the future. This continues to provide us with a significant challenge as we enter the next year as we want to balance our ability to provide outcome driven services with the need to increase the number of people we help and support people whilst they wait. Together, we can continue to create supportive, connected communities and provide essential services to those in need. ## New Initiatives: Thank you for your ongoing support and collaboration. In response to the increasing demand for support, we are working collaboratively with mental health providers in the statutory and community sectors to develop seamless recovery pathways for people who have experienced rape and sexual violence. Our work has led to us being commissioned by the Integrated Care Board as part of the mental health transformation agenda to expand our work in the Bay area. We hope this will continue on a long term basis. Nicola Lord - Head of Services 11 12 ## Focus on some of our services ## Counselling ## Children's & Young Persons therapy: In the past year, we enhanced our children’s offer and focused on delivering high-quality counselling services to children and young people. We are proud to report that we have successfully provided services to 172 individuals during this period, making a significant positive impact on their wellbeing and development. ## Groups This year, we continued to deliver the Moving Forward Group, alongside the Parent Carer Group and Creative Writing Group. This is a supportive program aimed at individuals seeking to improve their mental wellbeing and develop coping strategies for life's challenges. This has successfully contributed to the wellbeing of people by providing essential support and valuable resources over the 6 week programme. ## Adult therapy: Over the past year, our counselling services for adults have experienced significant growth, reaching a total of 360 individuals. Our dedication to improving mental health and emotional well-being has empowered us to effectively provide support and resources to those using our services. ## Pretrial therapy: In the past year, 78 individuals engaged in pretrial therapy, which provided them with valuable tools to manage their emotions and develop healthy coping mechanisms. ## Schools Programme Our work delivering training to children and young people reached into 25 schools over 2023/4 delivering courses to groups of up to 12 children on Safe Relationships, Protective Behaviours and Online Safety. we provided tailored training to 310 children and young people in total, 176 females and 134 males. ## Key Achievements ## RASAF Contract Launch: ## Wellbeing Service A total of 190 individuals received personalised support tailored to their specific needs, focusing on various aspects of wellbeing including mental health, physical health, and social connections. People reported measurable improvements in their emotional and mental health, demonstrating the effectiveness of the wellbeing interventions implemented by our team. Many people were connected to primary care services, mental health professionals, and physical health resources, ensuring support beyond initial wellbeing services. The launch of the Rape and Sexual Abuse Support Fund (RASASF) contract has allowed us to extend our services to vulnerable people who have experienced Rape and Sexual Abuse across the rest of Lancashire. We have established delivery partnerships with LCC Family Hubs, Health Centres, and Community agencies to now provide our therapeutic services in over 24 locations across Lancashire improving accessibility at a neighbourhood level. ## Safeguarding Policy Revision: In response to evolving needs and best practices, we have revised and updated our safeguarding policy. This ensures that our commitment to safeguarding is robust, comprehensive, and aligned with current standards and best practice. 13 From the days of a single part time allocations officer, Birchall now enjoys the support of a professional Administration Team that act as the glue that holds us all together! From answering queries about our services to processing referrals, chasing information to managing anxieties of people on the waiting list through to giving people the good news that we have an allocation for them, our Admin team interact with people who use our services on a day-to-day basis. The phone never stops, the emails keep pinging, and the questions keep flying in from all directions. But that’s just the day-to-day stuff! In the last year the functions have expanded, some intentionally but others due to the changing needs of the people who need our help. Here are some examples how the Admin team had to think on their feet and adapt to new ways of working in 2023/4: Changes to the pretrial CPS guidelines in 2022 has led to a significant increase in requests for counselling notes from the Police and CPS. This in turn, generates significant additional work making sure that requests are for information that is reasonably required and linked to a specific line of enquiry. Once established the admin team go through all notes, assessments etc and redact information that doesn’t relate to the line of enquiry. To ensure we have informed consent admin then contact the individual to make sure they know what information will be shared and how it will be used. Information is then sent with covering letters etc to the Police. As needs become more complicated, the admin team take more phone calls on a daily basis from people frustrated by the waiting times. Admin workers not only take time to listen and empathise, they often have to make a wellbeing appointment and refer them to other services. As the service has grown, the Admin Team are ensuring that rooms and appointments are available at over 20 sites across Lancashire and Cumbria compared to 4 sites the previous year. This requires logistical coordination, flexibility, and above all collaborative working with Family Hub Admins. The team also need to act as local Information Bureaux answering questions on “how to get there”, “what number bus is it?” “What facilities are there?” etc. We need to keep our data reliable. Despite videos guides and directions admin have produced explaining how to enter information on DPMS, it is inevitable that everyone does it slightly differently causing inconsistencies. It is now an essential and everyday job to keep our data accurate. ## Admin Update During 2024 the below poem was written by the team, it’s an insight to their feelings and emotions: ## Not Just Admin We take a call We support the other person on the end of the line We try to make them feel better for talking to us We provide information We are caring We don’t leave the call until we know the other person is ok We hear the emotion We hear the trauma We hear the fear and sadness in their voices We don’t give up being caring and compassionate We give empathy We try many avenues to help We may have saved a life The referral comes in… We read the details We see the person move through the waiting lists We let them know we are still here We get the chance to offer an appointment, so much joy from them and us We may hear the details of how the sessions are going We may see the person come to the building We now know a face to the name But we see the cause for concerns and the safeguarding’s We talk to the ones who are nervous to come back Sessions complete, we close down the file We are left wondering…. Laura Gleaves - Senior Administrator Finally, alongside demand allocations have more than doubled! ## Our Impact - Making a Difference “I want to thank you so much for all of your help, support and guidance you have given me over the last few months. It has really made a positive impact on my life and how I see things, I’m far from fixed but I think this is the right decision for the course I’m walking.” **----- Start of picture text -----**
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16 ## Sam’s Story Sam was a 16-year-old girl, referred by statutory children’s and criminal justice services supporting her as she had been stepped down from CAMHS. She had moved to South Cumbria as she was being exploited to commit criminal acts and being increasingly exposed to substance abuse. She had been repeatedly raped and frequently self-harmed and attempted suicide, presenting as closed off and distrustful. She was also made homeless by her parents. In therapy she aimed to build trust through person-centred principles like unconditional positive regard, congruence, and empathy. Within a few sessions, she began to open up, finding authenticity and relief in the light-hearted approach. Consistent sessions helped her feel heard and not judged, empowering her to share her experiences. The therapy reversed her feelings of unworthiness, shifting her mindset from “anything I do doesn’t matter” to “maybe it does matter.” She started a journey towards sobriety, with occasional relapses, but felt supported and committed to trying again. Therapy empowered Sam to report the abuse and she is now mostly free from drugs and alcohol and her self harm has significantly reduced. She now copes through healthier means like talking about her problems, listening to music, sleeping, walking, and working on a farm. Her self-confidence and self-esteem have improved, she stands up for herself assertively without shouting. She will now begin to lift her head, make eye contact, and speak openly. Looking forward to the future, she has passed two exams and secured a college place, which seemed impossible before. Her willingness to accept help and support marks a significant achievement. 17 ## Jessica’s Story When Jessica started therapy, she was experiencing extreme anxiety and rarely left the house. If she had to leave the house, she was hypervigilant and had regular panic attacks. She also felt severely depressed and was experiencing a sense of hopelessness,feeling that her life would never improve. She had suicidal thoughts and used self-harm as a coping mechanism. Jessica blamed herself for being raped and felt shame, guilt and disgust in herself. Her self-esteem, selfbelief and confidence were very low, and she had lost faith in her ability to trust her instincts and keep herself safe. Consequently, she was isolating herself and had stopped engaging with people feeling that she couldn’t trust anyone. The impact of trauma on her life was debilitating and she was having nightmares so often that she was afraid to sleep. When she came to Birchall she said that she felt at breaking point. She engaged with the Wellbeing Team prior to accessing Counselling and was therefore familiar with grounding techniques. So, we spent a little bit of time just revisiting these and reviewing which ones she found most helpful. We reviewed how to manage flashbacks using anchors to bring her back to the here and now. We also worked on ways to manage anger, including the use of the ‘urge surfing’ technique, breathing exercises and healthy ways to channel her anger. By offering Jessica a safe space to process her emotions, and through psychoeducation around trauma responses, she began to accept that her feelings and behaviours were a natural response to the trauma she had experienced. This resulted in her feeling validated and worthy of selfcompassion. Through processing her experiences she learned to recognise her own resilience, which significantly increased her self-worth. She developed an ability to set much stronger boundaries and learned how to voice her own needs and express how she felt, in a healthy way. She no longer blamed herself for the childhood trauma she had experienced and learned to value herself. As such, she started to feel much safer and became less afraid of her own anger. Her suicidal thoughts subsided, and her confidence grew in terms of her ability to challenge any negative thoughts and offer herself a new perspective. Having developed a stronger sense of safety and a confidence in her own abilities, this served to strengthen her self-esteem to the point where she was keen to re-engage in a hobby which had previously brought her a great deal of joy. She was also open to the idea of entering into new relationships with a new sense of what boundaries she felt needed to be in place and is due to take part in the Moving Forward Group. 18 ## Client Feedback. “I have seen masses of improvement from my child with laughing and smiling and skipping, being more relaxed and less worried about things. They use their learned strategies that were talked about in sessions such as breathing and trying to calm themselves when things get difficult. The experience was brilliant for them.” “Thank you again for all you have done for me and most recently the support around accessing information relating to my court case.” “I have read through my notes, thank you so much they really do express how I am feeling and the impact that it is having on me. You truly are fantastic, thank you for all your kindness and support.” “I am incredibly grateful for the support received from Wellbeing. She had a very compassionate and non judgmental response which made it easy to open up. I am truly happy and relieved that people like this exist.” “Before I started counselling, I felt lost and alone. Now, I feel stronger and more capable of facing my challenges.” “Before I came to Birchall I felt stuck with my trauma, I felt I had an expectation of the emotions I should be experiencing and was giving myself a hard time for not meeting those expectations. I was filled with guilt and dread surrounding my trauma and felt I didn’t deserve help. I can’t thank Birchall enough for the support they have given me, it has truly given me a new lease of life and allowed me to clear my mind and learn so much about myself.” ## Funding Thanks With a significant increase in funding from the previous year due to the introduction of the RASASF MOJ contracts our funding mix has changed with statutory funding representing almost 60% of our overall income. As income has risen, 2023/24 was the last year we were eligible for funding from some long-term supporters such as Lloyds. We thank them, not just for their funding but their much-valued consultancy support. In February 2023/4 we celebrated our first direct grant from Health Commissioners as part of the Mental Health Transformation Agenda. The funding will allow us to pilot how we can work closely with community mental health teams to provide a seamless service for people at risk of or experiencing serious mental illnesses. Whilst this funding is for a pilot in The Bay area for 1 year, we continue to hold discussions with the Integrated Care Board commissioners with a view to developing a long-term strategic partnership across South Cumbria and Lancashire. Competition in Trusts and Foundations sector is becoming fierce with an increasing number of applicants applying for a limited number of grants. Whilst we have the honour of continuing support from some of our local Trusts and Foundations, we know that there is no guarantee that funding will continue from some of the larger national Trusts such as The Big Lottery and Children In Need. Consequently, there is a greater need than ever to review how we can work to diversify our income base particularly through increases in our unrestricted income. In the past year we have reviewed our community fundraising with plans to introduce campaigns for individual giving. We have also been successful in attracting funding from local authorities to deliver training and will revise some of our delivery models to offer spot purchasing opportunities. 19 This third year of our current strategy has been a successful and an incredibly busy one! We have continued to re shape our processes and procedures following our successful Accreditation as a Trauma Informed Organisation by One Small Thing. We have delivered our second Trauma Informed Conference in Cumbria attended by almost 200 professionals. Most significantly we have grown in size by 40%, expanding our holistic service model to support people at any point in their recovery journey, across the whole of Lancashire. Our expansion across Lancashire was informed by our Trauma Informed Principles of safety and choice. We didn’t think it was enough to simply launch delivery sites in three or four major towns in Lancashire to claim County Wide coverage. Instead, we wanted to bring our services to people at a more local level. We took an asset-based approach, looking at how we could make the most of the existing infrastructure across Lancashire. Working collaboratively with Lancashire County Council Family Hubs we entered into co delivery agreements in Burnley, Pendle, Hyndeburn, Ribble Valley, Rossendale, Blackburn with Darwen, South Ribble, Preston, Fylde and Wyre. We opened new offices in Blackburn and Blackpool and have gone on to deliver therapy from communitybased health centres and other agencies. Within 6 short months our Operational Management Team had mobilised the Lancashire wide service into over 20 locations for two new teams! Well done! Our success this year has been further reflected through increasing demand. Despite doubling the number of sessions on offer our waiting list has also more than doubled. Considering that 5 in 6 women do not report the crime against them, we are honoured to be approached for help by so many people who have been left isolated to deal with the trauma on their own in the past. ## CEO Review Over the medium term we are conscious that there are significant funding risks from the end of the Comprehensive Spending Review in April 2025. However, by November 2023 we had already secured sufficient resources for 2024/5 allowing us to plan at least 12-18 months ahead with confidence to try and strengthen our reserves to mitigate the forthcoming risks. This past year was the final year of our current strategy, so, we have embarked on a process of consultation to develop a new strategy. We have received some incredible feedback from the people who use our services, our staff, volunteers, agencies who work in partnership with us, our funders and members of our community. We are excited about our findings, watch this space for our new 5-year strategy which we will start to deliver next in 2024/5. And last but not least, last year saw Dr Elizabeth Taylor step down as Chair of Birchall after her successful leadership during some of the most challenging times. We are now excited to be entering a new chapter for Birchall exploring new ideas and challenges in working with Dr Paula Cook, our new chair of Trustees. There are certainly exciting times ahead. Of course, none of this would have been possible without our amazing team at Birchall. Everyone is committed to the work that they do, they quite literally save lives and give people the opportunity to write their own next chapter. Thank you for all your support, enthusiasm, knowledge and kindness. I think the next year will be our best yet! Jay Rushi - Acting CEO 20 The Birchall Trust has ended the financial year April 2023March 2024 with a healthy financial balance of £520,817 (2023: £444,629). The funds are made up of an unrestricted balance of £459,536 and a restricted balance of £61,281. The unrestricted funds of £459,536 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 down 8%), Administration costs to total expenditure (ACE down 8%) and fundraising costs to total expenditure (FCE no change). The Birchall Trust has truly transformed its approach to service delivery through strategic implementation and a dedicated increase in staffing. This expansion has allowed us to bring on board a talented team of professionals who are passionate about making a difference. Their expertise and commitment have not only enhanced our operational capabilities but have also strengthened our ability to connect with those in need. Each team member plays a vital role in ensuring that we can offer a more comprehensive suite of services, tailored to meet the diverse needs of our clients. ## Treasurers Report While our fundraising costs have seen an increase, this investment is yielding remarkable returns in terms of our service quality and outreach. With every pound raised, we are able to broaden our impact, providing essential resources and support to those who rely on us. The Birchall Trust is excited about the future, as we continue to evolve and innovate, striving to create meaningful change in the lives of individuals and families. (Fig 1 & 3) ## How have we spent our funds? We have been able to expand our charitable activities over the past year, reaching more individuals and communities in need than ever before. Through good financial management we have been able to deliver all this whilst maintaining tight control on our general operating costs. (Fig 2 and 3) We are incredibly grateful to our funders, whose generosity and belief in our mission have empowered us to expand our reach and amplify our efforts. Their unwavering support has been instrumental in helping us overcome obstacles and seize new opportunities, allowing us to turn challenges into stepping stones for success. Together, we are building a brighter future, and we are excited to continue this journey, driven by our passion for making a difference and the invaluable partnerships we have cultivated along the way. Thank you for believing in us and the importance of our work! Simon Hanson 21 ## Fig 1 – Key Ratios Fig 2 - Spend Breakdown Fig 3 - Spend History 22 ## Statement of Financial Activities ## For the Year Ended 31 March 2024 23 Balance Sheet 31 March 2024 Fund5 Fur)￿5 Total F￿d5 Tot81 FIXED ASSEfs Tangible B S.E89 CURRENT ASSErs 612&1 513W4 CREOITORS AmDLmts falliry due within cne y 12,61 618) {1.ffi1) NEf CURREHTASSETS 61,281 510928 444.e29 TOTALASSEfsLESSCURRENT LIABILME S 458.538 ,281 S20,￿7 444,62 NET A5SErs ,281 520.817 FUNDS furbd5 455.536 337.IC¢ R￿ricI￿dIU￿C 107.521 TOTAL FUNDS 520.E17 24 **Other than where specifically noted, all written content has been anonymised to ensure the safety of people who use our service. The images and names in this document do not relate to anyone mentioned.** z of i PF. ull ol * ¥. Bs, 7 ‘3 | ‘a a **Get In Touch!** a r ala. je ‘We enquiries@birchalltrust.org.uk www.birchalltrust.org.uk i 4, u pe P e Fe og = veg 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 2024** ## **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 2024** |||**Page**|| |---|---|---|---| |**Report of the Trustees**|1|to|2| |**Independent Examiner'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|15| |**Detailed Statement of Financial Activities**|16|to|17| **THE BIRCHALL TRUST** **REPORT OF THE TRUSTEES for the Year Ended 31 March 2024** 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 2024. 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 £520,817 (2023: £444,629). 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 £459,536 and a restricted balance of £61,281. The unrestricted funds of £459,536 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 breakdown below). The balance of the unrestricted funds will be used to continually develop and implement our strategy and deliver the charity's objectives: - Reserves Policy (6 month wind-down) o Staff / Redundancies £249,438 o Counselling services £30,500 o Rent, services, Property conversion & Removals £41,632 o Governance, Communication, Travel & Expense £3,036 **£324,606** - Strategic development/implementation and discretionary funds **£134,930** The restricted funds of £61,281 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 ME Taylor - Chair J Brown Dr P Cooke C McIntyre Page 1 **THE BIRCHALL TRUST** **REPORT OF THE TRUSTEES for the Year Ended 31 March 2024** ## **REFERENCE AND ADMINISTRATIVE DETAILS** ## **Independent Examiner** Taylor, Robertson & Willett Ltd 95 King Street Lancaster Lancashire LA1 1RH Approved by order of the board of trustees on ............................................. and signed on its behalf by: ........................................................................ S P Hanson - Trustee Page 2 **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE BIRCHALL TRUST** ## **Independent examiner's report to the trustees of The Birchall Trust ('the Company')** I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024. ## **Responsibilities and basis of report** As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act'). Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act. ## **Independent examiner's statement** Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Association of Chartered Certified Accountants, which is one of the listed bodies. I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe: 1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or 4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance 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 matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Mr Stephen Paul Slater Taylor, Robertson & Willett Ltd 95 King Street Lancaster Lancashire LA1 1RH 14 August 2024 Page 3 **THE BIRCHALL TRUST** ## **STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 March 2024** |Unrestricted
fund
Notes
£
**INCOME AND ENDOWMENTS FROM**
**Charitable activities**
4
Counselling, advice & support
**99,345**
Other trading activities
2
**(1)**
Investment income
3
**11,889**
**Total**
**111,233**
**EXPENDITURE ON**
**Charitable activities**
5
Counselling, advice & support
**22,832**
**NET INCOME/(EXPENDITURE)**
**88,401**
**Transfers between funds**
13
**34,027**
**Net movement in funds**
**122,428**
**RECONCILIATION OF FUNDS**
Total funds brought forward
**337,108**
**TOTAL FUNDS CARRIED FORWARD**
**459,536**|Restricted
funds
£
**743,015**
**(1)**
**-**
**743,014**
**755,227**
**(12,213)**
**(34,027)**
**(46,240)**
**107,521**
**61,281**|**2024**
**Total**
**funds**
**£**
**842,360**
**(2)**
**11,889**
**854,247**
**778,059**
**76,188**
**-**
**76,188**
**444,629**
**520,817**|2023
Total
funds
£
508,430
118
4,375
512,923
513,297
(374)
-
(374)
445,003
444,629| |---|---|---|---| The notes form part of these financial statements Page 4 **THE BIRCHALL TRUST** ## **BALANCE SHEET** ## **31 March 2024** |Unrestricted
fund
Notes
£
**FIXED ASSETS**
Tangible assets
11
**9,889**
**CURRENT ASSETS**
Cash at bank
**452,263**
**CREDITORS**
Amounts falling due within one year
12
**(2,616)**
**NET CURRENT ASSETS**
**449,647**
**TOTAL ASSETS LESS CURRENT**
**LIABILITIES**
**459,536**
**NET ASSETS**
**459,536**
**FUNDS**
13
Unrestricted funds
Restricted funds
**TOTAL FUNDS**|Restricted
funds
£
**-**
**61,281**
**-**
**61,281**
**61,281**
**61,281**|**2024**
**Total**
**funds**
**£**
**9,889**
**513,544**
**(2,616)**
**510,928**
**520,817**
**520,817**
**459,536**
**61,281**
**520,817**|2023
Total
funds
£
-
446,290
(1,661)
444,629
444,629
444,629
337,108
107,521
444,629| |---|---|---|---| The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2024. The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2024 in accordance with Section 476 of the Companies Act 2006. The trustees acknowledge their responsibilities for - (a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and - (b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company. These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime. The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by: ............................................. S P Hanson - Trustee The notes form part of these financial statements Page 5 **THE BIRCHALL TRUST** ## **CASH FLOW STATEMENT for the Year Ended 31 March 2024** |Notes
**Cash flows from operating activities**
Cash generated from operations
1
Net cash provided by/(used in) operating activities
**Cash flows from investing activities**
Purchase of tangible fixed assets
Interest received
Net cash (used in)/provided by investing activities
**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**|**2024**
**£**
**70,198**
**70,198**
**(14,833)**
**11,889**
**(2,944)**
**67,254**
**446,290**
**513,544**|2023
£
(3,088)
(3,088)
-
4,375
4,375
1,287
445,003
446,290| |---|---|---| 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 2024** ## **1. RECONCILIATION OF NET INCOME/(EXPENDITURE) TO NET CASH FLOW FROM OPERATING ACTIVITIES** |**Net income/(expenditure) for the reporting period (as per the**
**Statement of Financial Activities)**
**Adjustments for:**
Depreciation charges
Interest received
Increase in creditors
**Net cash provided by/(used in) operations**|**2024**
**£**
**76,188**
**4,944**
**(11,889)**
**955**
**70,198**|2023
£
(374)
-
(4,375)
1,661
(3,088)| |---|---|---| ## **2. ANALYSIS OF CHANGES IN NET FUNDS** |**Net cash**|At 1/4/23
£|Cash flow
£|**At 31/3/24**
**£**| |---|---|---|---| |Cash at bank|**446,290**|**67,254**|**513,544**| ||**446,290**|**67,254**|**513,544**| |**Total**|**446,290**|**67,254**|**513,544**| The notes form part of these financial statements Page 7 **THE BIRCHALL TRUST** **NOTES TO THE FINANCIAL STATEMENTS for the Year Ended 31 March 2024** ## **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** Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life. Computer equipment - 33% on cost ## **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. ## **2. OTHER TRADING ACTIVITIES** ||**2024**|2023| |---|---|---| ||**£**|£| |Rent & services|**(2)**|118| continued... Page 8 **THE BIRCHALL TRUST** **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** |**3.**
**INVESTMENT INCOME**
Bank interest
**4.**
**INCOME FROM CHARITABLE ACTIVITIES**
Activity
Donations
Counselling, advice & support
Training and consultancy
Counselling, advice & support
Grants
Counselling, advice & support
Grants received, included in the above, are as follows:
The Henry Smith Charity
Francis C Scott Trust
BBC Children In Need
The National Lottery Community Fund
Lloyds Bank Foundation
Freida Scott Charitable Trust
CPCC SafetyNet
Walney Extension Community Fund
The Pilgrim Trust
CPCC MOJ Male Support Fund
LPCC Critical Support Fund
Cumbria Community Foundation
Cumbria County Council DLUHC Grant
We are Survivors (NHS Eng)
Henry Smith Foundation - COVID
Cumbria MOJ - Additional Therapy
CPCC MOJ Additional Capacity
Cumbria County Council Trauma Work
MOJ Lancashire LPCC
National Lottery (KYN)
MOJ Lancs Rape Support Fund
MOJ Cumbria Rape Support Fund
ICB NHS Lancashire|**2024**
**£**
**11,889**
**2024**
**£**
**25,672**
**73,673**
**743,015**
**842,360**
**2024**
**£**
**30,000**
**12,500**
**34,150**
**96,559**
**-**
**16,000**
**40,519**
**10,000**
**35,648**
**11,073**
**-**
**10,000**
**16,216**
**-**
**20,000**
**31,941**
**-**
**-**
**43,025**
**21,559**
**209,076**
**43,468**
**61,281**
**743,015**|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| |---|---|---| continued... Page 9 **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** ## **5. CHARITABLE ACTIVITIES COSTS** |Counselling, advice & support
**6.**
**SUPPORT COSTS**
Management
£
Counselling, advice & support
**148,894**
**7.**
**NET INCOME/(EXPENDITURE)**
Net income/(expenditure) is stated after charging/(crediting):
Depreciation - owned assets|Support
Direct
costs (see
Costs
note 6)
£
£
**621,257**
**156,802**
Governance
Other
costs
£
£
**4,944**
**2,964**
**2024**
**£**
**4,944**|Totals
£
**778,059**
Totals
£
**156,802**
2023
£
-| |---|---|---| ## **8. TRUSTEES' REMUNERATION AND BENEFITS** There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023. ## **Trustees' expenses** Trustees received £0.00 (2023: £0.00) in total for stationery and travel expenses. The maximum received by one Trustee was £0.00 (2023: £0.00). ## **9. STAFF COSTS** |Wages and salaries
Other pension costs
The average monthly number of employees during the year was as follows:
Support staff|**2024**
**£**
**510,694**
**10,673**
**521,367**
**2024**
**22**|2023
£
302,853
6,507
309,360
2023
18| |---|---|---| No employees received emoluments in excess of £60,000. continued... Page 10 **THE BIRCHALL TRUST** ## **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** |**10.**
**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES**
Unrestricted
fund
£
**INCOME AND ENDOWMENTS FROM**
**Charitable activities**
Counselling, advice & support
42,015
Other trading activities
118
Investment income
4,375
**Total**
46,508
**EXPENDITURE ON**
**Charitable activities**
Counselling, advice & support
(55,915)
**NET INCOME/(EXPENDITURE)**
102,423
**RECONCILIATION OF FUNDS**
Total funds brought forward
234,685
**TOTAL FUNDS CARRIED FORWARD**
337,108
**11.**
**TANGIBLE FIXED ASSETS**
**COST**
Additions
**DEPRECIATION**
Charge for year
**NET BOOK VALUE**
At 31 March 2024
At 31 March 2023|Restricted
Total
funds
funds
£
£
466,415
508,430
-
118
-
4,375
466,415
512,923
569,212
513,297
(102,797)
(374)
210,318
445,003
107,521
444,629
Computer
equipment
£
**14,833**
**4,944**
**9,889**
-| |---|---| continued... Page 11 **THE BIRCHALL TRUST** **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** ## **12. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR** |Accrued expenses
**13.**
**MOVEMENT IN FUNDS**
**Unrestricted funds**
General fund
**Restricted funds**
Francis C Scott Trust
The Henry Smith Charity
The National Lottery Community Fund
Freida Scott Charitable Trust
CPCC SafetyNet
Walney Extension Community Fund
The Pilgrim Trust
Henry Smith Foundation - COVID
Cumbria MOJ - Additional Therapy
Cumbria County Council Trauma Work
ICB NHS Lancashire
**TOTAL FUNDS**|At 1/4/23
£
**337,108**
**15,000**
**28,075**
**-**
**7,836**
**10,586**
**-**
**-**
**17,424**
**-**
**28,600**
**-**
**107,521**
**444,629**|Net
movement
in funds
£
**88,401**
**(15,000)**
**(28,075)**
**2,042**
**(7,836)**
**(10,586)**
**10,000**
**5,000**
**(17,424)**
**7,985**
**(19,600)**
**61,281**
**(12,213)**
**76,188**|**2024**
**£**
**2,616**
Transfers
between
funds
£
**34,027**
**-**
**-**
**(2,042)**
**-**
**-**
**(10,000)**
**(5,000)**
**-**
**(7,985)**
**(9,000)**
**-**
**(34,027)**
**-**|2023
£
1,661
At
31/3/24
£
**459,536**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**61,281**
**61,281**
**520,817**| |---|---|---|---|---| continued... Page 12 **THE BIRCHALL TRUST** **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** ## **13. MOVEMENT IN FUNDS - continued** Net movement in funds, included in the above are as follows: |**Unrestricted funds**
General fund
**Restricted funds**
BBC Children In Need
Francis C Scott Trust
The Henry Smith Charity
The National Lottery Community Fund
Freida Scott Charitable Trust
CPCC SafetyNet
Walney Extension Community Fund
The Pilgrim Trust
CPCC MOJ Male Support Fund
MOJ Lancashire LPCC
Cumbria Community Foundation
Cumbria County Council DLUHC Grant
Henry Smith Foundation - COVID
Cumbria MOJ - Additional Therapy
Cumbria County Council Trauma Work
National Lottery (KYN)
MOJ Lancs Rape Support Fund
MOJ Cumbria Rape Support Fund
ICB NHS Lancashire
**TOTAL FUNDS**|Incoming
resources
£
**111,233**
**34,150**
**12,500**
**30,000**
**96,558**
**16,000**
**40,519**
**10,000**
**35,648**
**11,073**
**43,025**
**10,000**
**16,216**
**20,000**
**31,941**
**-**
**21,559**
**209,076**
**43,468**
**61,281**
**743,014**
**854,247**|Resources
Movement
expended
in funds
£
£
**(22,832)**
**88,401**
**(34,150)**
**-**
**(27,500)**
**(15,000)**
**(58,075)**
**(28,075)**
**(94,516)**
**2,042**
**(23,836)**
**(7,836)**
**(51,105)**
**(10,586)**
**-**
**10,000**
**(30,648)**
**5,000**
**(11,073)**
**-**
**(43,025)**
**-**
**(10,000)**
**-**
**(16,216)**
**-**
**(37,424)**
**(17,424)**
**(23,956)**
**7,985**
**(19,600)**
**(19,600)**
**(21,559)**
**-**
**(209,076)**
**-**
**(43,468)**
**-**
**-**
**61,281**
**(755,227)**
**(12,213)**
**(778,059)**
**76,188**| |---|---|---| continued... Page 13 **THE BIRCHALL TRUST** **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** ## **13. MOVEMENT IN FUNDS - continued** ## **Comparatives for movement in funds** |**Unrestricted funds**
General fund
**Restricted funds**
BBC Children In Need
Francis C Scott Trust
The Henry Smith Charity
Sir John Fisher Foundation
Lloyds Bank Foundation
Freida Scott Charitable Trust
Garfield Weston Foundation
CPCC SafetyNet
The Pilgrim Trust
Cumbria Community Foundation
Cumbria County Council COMF Grant
We are Survivors (NHS Eng)
Henry Smith Foundation - COVID
Cumbria County 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|Net
movement
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)|At
31/3/23
£
337,108
-
15,000
28,075
-
-
7,836
-
10,586
-
-
-
-
17,424
28,600
107,521
444,629| |---|---|---|---| continued... Page 14 **THE BIRCHALL TRUST** **NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 March 2024** ## **13. MOVEMENT IN FUNDS - continued** Comparative net movement in funds, included in the above are as follows: |**Unrestricted funds**
General fund
**Restricted funds**
BBC Children In Need
Francis C Scott Trust
The Henry Smith Charity
Sir John Fisher Foundation
Lottery IT
Lloyds Bank Foundation
Freida Scott Charitable Trust
Garfield Weston Foundation
CPCC SafetyNet
Walney Extension Community Fund
The Pilgrim Trust
CPCC MOJ Male Support Fund
MOJ Lancashire LPCC
Cumbria Community Foundation
Cumbria County Council COMF Grant
Cumbria County Council DLUHC Grant
We are Survivors (NHS Eng)
Henry Smith Foundation - COVID
Cumbria MOJ - Additional Therapy
CPCC MOJ Additional Capacity
Cumbria County 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
Movement
expended
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)| |---|---|---| ## **14. RELATED PARTY DISCLOSURES** There were no related party transactions for the year ended 31 March 2024. Page 15 **THE BIRCHALL TRUST** **DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 March 2024** |**INCOME AND ENDOWMENTS**
**Other trading activities**
Rent & services
**Investment income**
Bank interest
**Charitable activities**
Donations
Training and consultancy
Grants
**Total incoming resources**
**EXPENDITURE**
**Charitable activities**
Staff costs for client support
Rent & services - counselling rooms
Counselling equipment
Refurbish counselling rooms
Travelling
Counsellors
Clinical supervision
Training
Service provision partner
Event management
**Support costs**
**Management**
Wages
Pensions
Rent & services
Insurance
Telephone
Postage and stationery
Sundries
Professional fees for service development
Office equipment
Bank charges
IT & website|2024
£
**(2)**
**11,889**
**25,672**
**73,673**
**743,015**
**842,360**
**854,247**
**408,655**
**33,255**
**905**
**2,232**
**11,488**
**87,380**
**7,333**
**944**
**57,820**
**11,245**
**621,257**
**102,039**
**10,673**
**1,750**
**3,421**
**4,484**
**767**
**8,821**
**10,431**
**2,263**
**215**
**4,030**
**148,894**|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
8,014
124,251| |---|---|---| This page does not form part of the statutory financial statements Page 16 **THE BIRCHALL TRUST** ## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 March 2024** |**Management**
**Other**
Depreciation of tangible fixed assets
**Governance costs**
Travel & meetings
Accountancy fees
Total resources expended
**Net income/(expenditure)**|2024
£
**4,944**
**324**
**2,640**
**2,964**
**778,059**
**76,188**|2023
£
-
136
2,220
2,356
513,297
(374)| |---|---|---| This page does not form part of the statutory financial statements Page 17 ## INDEPENDENT INDEPENDENT EXAMINER'S EXAMINER'S[REPORT] REPORT TO TO THE THE TRUSTEES[TRUSTEES] OF OF THE THE BIRCHALL BIRCHALL TRUST TRUST > Independent Independent examiner's examiner's report report to[to] the[the] trustees trustees of[of] The The Birchall[Birchall] Trust Trust (‘the ('the Company’) Company') I I report report to to the the charity charity trustees trustees on on my my examination examination of of the the accounts accounts of of the the Company Company for for the the year year ended ended 31 31 March March 2024. 2024. > Responsibilities Responsibilities and and basis basis of of report report > As As the[the][charity's] charity's trustees trustees of[of] the[ the] Company Company[(and] (and also[also][its] its directors[directors] for for the[the] purposes purposes of[of] company company law) law) you you are are responsible responsible for for the the > preparation preparation of of the the accounts accounts in in accordance accordance with with the the requirements requirements of of the the Companies Companies Act Act 2006 2006 (‘the ('the 2006 2006 Act’). Act'). > Having Having satisfied satisfied myself myself that that[the] the accounts accounts of of the[the] Company Company are are not not required required to to be be audited audited under under Part Part 16 16 of of the the 2006 2006 Act Act and and > are are eligible eligible[for] for[independent] independent examination, examination, I | report repott in in respect respect of of my my examination examination of of your your charity's charity's accounts accounts as as carried[carried] out out > under under Section Section 145 145 of of the the Charities Charities Act Act 2011 201 1 (‘the ('the 201 2011 1 Act'). Act’). In In carrying carrying out out my my examination examination I I have have followed followed the the Directions Directions given given by by the the Charity Charity Commission Commission under under Section Section 145(5) 145(5) (b) (b) of of the the 2011 201 1 Act. Act. Independent Independent[examiner's] examiner's statement statement > Since Since your your charity's charity's gross gross income income exceeded exceeded £250,000 your your examiner[examiner] must[must] be[be] a[a] member[member] of[ofa] a listed[listed] body.[body.] | I can can confirm confirm that that | I > am am[qualified] qualified[to] to[undertake] undertake the[the] examination[examination] because because[I] | am am a a member member of of the the Association[Association] of of Chartered Chaffered Certified Certified Accountants, Accountants, > which which is is one one of of[the][the] listed[listed][bodies.] bodies. I I have have completed completed my my examination. examination. I I confirm confirm that that no no matters matters have have come come to to my my attention attention in in connection connection with with the the examination examination giving giving me me cause cause to to believe: believe: if accounting accounting[records] records were were not not kept[kept][in] in respect respect of[of] the[ the] Company Company as[as] required[required] by[by] Section[Section] 386[386] of[of] the[ the] 2006[2006] Act; Act; or or 2. Pl the the accounts accounts do do not not accord accord with with those those records; records; or or > 3. Be the the accounts accounts do do not not comply comply with with the the accounting accounting requirements requirements of of Section[Section] 396 396 of of the[the] 2006 2006 Act Act other[other] than[than] any any > requirement requirement that that the the accounts accounts give give a a true true and and fair fair view view which which is is not not a a matter matter considered considered as as part[part] of[of] an an independent independent examination; examination; or or > 4. 4. the the accounts accounts have have not not been been prepared prepared in in accordance accordance with with the the methods methods and and principles principles of of the[the] Statement Statement of of > Recommended Recommended Practice Practice for for accounting[accounting] and and reporting reporting by by charities charities (applicable (applicable to to charities charities preparing preparing their their accounts accounts in in accordance accordance with[with] the[the] Financial Financial[Repotting] Reporting Standard Standard applicable[applicable] in[in] the[the] UK UK and and Republic Republic of of[Ireland] Ireland[(FRS] (FRS[102)).] 102)). I I have have no no concerns concerns and and have have come come across across no no other other matters matters in in connection connection with with the the examination examination to to which which attention attention should should be be > drawn drawn[in] in this this report report[in] in order order to to enable enable a a proper proper understanding[understanding] of of the the accounts accounts to to be[be] reached.[reached.] € BUCA eee Mr Mr Stephen Stephen[Paul] Paul[Slater] Slater > Taylor, Taylor, Robertson Robertson & & Willett Willett Ltd Ltd > 95 95 King King Street Street Lancaster Lancaster Lancashire Lancashire LAI LAI IRH IRH > 14 14 August August 2024 2024 > Page Page 3[3]