SUCCESS AFTER STROKE
(Registered charity no 1115016)
TRUSTEE ANNUAL REPORT
The receipts and payments accounts for the year ended 31 December 2023 has been reviewed and approved by the Trustees at their mee�ng on 23 April and approved by the Independent Examiner, Ms Tracy Mar�n of T-A Accounts Limited.
FINANCIAL COMMENTARY
We are very pleased that with the worst of the covid pandemic very much behind us we and our members have been able to get back to ensuring our members and their families can enjoy as fulfilling and successful life a�er their stroke as is possible. We have increased the amount of physiotherapy sessions on offer to members and our singing and art classes con�nue to be enjoyed by many of our members. These classes are enjoyed by those who come to them to relearn old skills and some who come to discover skills they never knew they had.
A summary of the results are below. Income for 2022 included one two major fundraising events, How Far in 50, a cycling event and the Carol Service. These two events generated nearly £40,000 of income in 2022 so in fact income for 2023 held up very well, primarily due to increased dona�ons. On the payment side we increased our physiotherapist spend by nearly £6,000 to slightly over £40,000 and we also recruited Jo Riddlestone as our administrator in November 2022 and this has increased expenses in the year but I think we can all say this is money very well spent.
Summary of Income & Expenditure Account 2022-2023
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2023 2022 Change
Receipts 114,038 125,393 Down 9.1%
Payments (excl investment) 90,486 81,989 Up 10.4%
Cash invested with CCLA - 10,000
Surplus / (Deficit) 23,552 33,404 (29.9%)
Cash Balance 186,130 162,578 Up 14.4%
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from the Harebell Trust which is a regular donor to the charity. Stra�ord Hills Horse Trials donated £7,000 and the D’Oyly Tarte theatre company donated £6,000 in memory of Amanda Warner, one of their actors.
In addi�on to grants & dona�ons, Gi� Aid recovered increased from £503 to £3,842 mainly due to recovering gi� aid in 2023 on the 2022 Carol Service and interest income which grew from £1,179 to £6,031 due to a combina�on of increased cash balances and higher interest rates.
The total expenses paid increased in the year from £81,989 to £90,486 and the main contributors to the increase in expenditure resulted from:
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costs in 2023, which includes SJ as well, rose considerably with costs increasing by nearly 40% to almost £26,000. ;
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Fund raising costs in 2023 were much lower than 2022 as we did not have the Carol Service.
In 2022 £10,000 of the expenditure was actually an investment in a CCLA Investment Fund for Chari�es. During 2023 we did not make any further investment in this fund but since the end of 2023, the Trustees have decided to invest a further £20,000 in this fund and this was done in January 2024.
Trustee Changes
In April 2023 Liz Alston was appointed trustee, she has for many years been chair of the biennial Brushstrokes Art Exhibi�on Commi�ee providing ideas and guidance to make it the success that it has been. In May 2023 Loudon Greenlees stepped down as Treasurer, a role he has fulfilled
me�culously for over ten years, he remains as trustee. In November 2023 Hilary Spivey was appointed trustee and Treasurer. Since the year end Barbara Slade has stepped down as trustee and the charity expresses its gra�tude to her for her �reless work over many years in assis�ng both her fellow trustees and the members of the charity.
Approved by the Trustees on 23 April 2024
Haydn Hertz - Chairman
Success Afterstroke Aeeelpts and Payments Account for the Year ended 31 December 2023 Geneial LlzGreene Fun 2023 Total 2022 Total Funds Receipts Donaiions 92,411 1,705 9.010 721 92,411 1.705 9,010 1.039 65,411 47,863 10,057 380 503 1.179 125,393 Events GiftA4d Reco¥ered Interest Income Totalreceipts 318 3,842 5,754 113,443 277 595 .031 114.038 Paymonts Ront Therapist Fees FundraisingCost5 Administration Sories Members Supportcosts Printingano Postage Insurante and Aoministratio ITSupport Art and Pottery EquSpment Purchased Evenis PurchaseolCCLA Investment Fund units Totalpaymenis 11,044 40,492 923 6,600 19,294 11.044 40.492 923 6,600 19,294 10.160 34.718 10,404 17.635 329 4.655 167 4.532 822 1.311 2.405 1.559 4,532 822 1,311 2,405 2.579 1,628 1,325 lo,0 91.989 1.020 89,466 1.020 90.486 Suplu8 I ol Raeaipty over PJyment¥ 23.977 14251 fJ,552 Movernent of Fund8 ICa$hl Balanc& lJanu8ry 154.825 23.977 178.602 7.753 14251 7.328 162.578 23,552 186,130 129,174 33,404 162.578 Balanceat31 December Ropresentsd by Cash ai Bank Deposiiwih CCLA 21.112 185.018 186.130 23,592 138,986 162.578 In addltlontotheabove bank accountsthe ChatityhOlUS Investment5 In the CCL4Charllle5 Investmeni Fund. These Investments 3rÈ Gonef31 Fund assets. 2023 Mktvaiue 2022 Mklvalue Cosi Accumuiztion Unfts In CCLAChailties In¥esimeni Fund (General Fund) Éio,000 £10.989 £9.765 Sl4ned on behalf oltheTrustees: Haydn J. H¢rt2 Ichalrmanl Nliarysplvey ITreasurerl
Independent examiner’s report to the trustees of Success After Stroke, Charity number 1115016
I report to the trustees on my examination of the accounts of Success After Stroke for the year ended 31 December 2023.
Responsibilities and basis of report
As the charity trustees of the Association you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the Charities accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner’s statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
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the accounts do not accord with those records.
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.
Signed:
Name: Tracy Martin
Relevant professional qualification or membership of professional bodies: FMAAT
Address: 15 Gainsborough Street, Sudbury, Suffolk, CO10 2EU
Date 02.05.24