OpenCharities

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2023-12-31-accounts


from -
The NationalLottery CommunityFund £40,248
Lloyds Bank Foundation £25,000
The Heart ofEnglandCommunity Foundation £15,000
Warwickshire PoliceandCrime Commissioner £15,000
Rugby Borough Council £14,000
The OpenworkFoundation £10,000

Projects
Probation 80
Approved Premises 7
Housing Providers 7
PMson 3
Police 3
Change, Grow, Live Charity, LeamingtonSpa 3
Hope 4, Homeless Charity, Rugby 2
Client self-referral 2
Total 107
Rugby 16
Nuneaton 34
Coventry 14
Leamington 33
Stratford-Upon-Avon 3
Dardon 2
Out of Area 2
Tamworth 2
Kenilworth 1
Total 107
Closed Cases
In2023,weclosed93casesasdetailed below:
Referral Declined
byclient 6
Moved Out of
Area 3
Not Matched Client Recalled 7

ACHIEVEMENT AND PERFORMANCE
New Offences 15
Mentoring Not Needed 8
Client Issues Bring Mentoring ToAn
End 7
Client Withdraws Before Matching 9
Not Completed Client Recalled 7
New Offences 2
Client Issues Bring Mentoring ToAn
End 7
Completed
One Party Agrees Outcomes Achieved 3
Both Parties Agree Outcomes
Achieved 19
Total 93

Start End Percentage movement
Amb Gree
Pathway Red Ambe Green Red er n across pathways
r
Accomodation 12 7 3 2 6 14 -10Redto+11Green
Alcohol 2 10 10 7 15 -2Redto+5Green
Drugs 2 9 11 6 16 -2Redto+5 Green
Education 8 14 5 17 +3Green
Employment 11 6 5 2 6 14 -9Redto+9Green
Faith 1 2 19 2 20 -1Redto+1Green
Family/Relationships 6 8 8 7 14 -5Redto+6Green
Finance/Debt 12 8 2 8 14 -12Redto+12 Green
Health 12 8 2 1 15 6 -11Redto+4Green
Social life 8 12 2 2 11 9 -6Redto+ 7 Green
TAB 3 15 4 11 11 -3Redto+ 7 Green
Average%
improvement across all
pathways with some;
Accommodation,
Employment; Health
and Finance showing
Total 69 93 80 8 84 150 significant
improvement.

2023 2022
Unrestricted Restricted Total Total
funds funds funds funds
Notes £ £ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 2 37,862 107,250 145,112 89,864
Investment income 3 1,679 1,679 96
Total 39,541 107,250 146,791 89,960
EXPENDITURE ON
Charitable activities 4
Supporting ex-offenders 33,924 90,827 124,751 103,718
NET INCOME/(EXPENDITURE) 5,617 16,423 22,040 (13,758)
Transfers between funds 14 {2) 2
Net movementinfunds 5,615 16,425 22,040 (13,758)
RECONCILIATION OF FUNDS
Total funds brought forward 43,821 31,301 75,122 88,880
TOTAL FUNDS CARRIED FORWARD 49,436 47,726 97,162 75,122

2023 2022
Unrestricted Restricted Total Total
funds funds funds funds
Notes £ £ £ £
FIXED ASSETS
Tangible assets 11 1,102 240 1,342 1,404
CURRENT ASSETS
Debtors 12 1,601 1,601 2,318
Cash at bankandinhand 48,563 50,488 99,051 73,128
50,164 50,488 100,652 75,446
CREDITORS
Amounts falling due within one year 13 (1,830) (3,002) (4,832) (1,728)
NET CURRENT ASSETS 48,334 47,486 95,820 73,718
TOTAL ASSETS LESS CURRENT
LIABILITIES 49,436 47,726 97,162 75,122
NET ASSETS 49,436 47,726 97,162 75,122
FUNDS 14
Unrestricted funds 49,436 43,821
Restricted funds 47,726 31,301
TOTAL FUNDS 97,162 75,122

DONATIONS AND LEGACIES
2023 2022
£ £
Donations 5,461 8,729
Gift Aid 403 887
Grants 139,248 80,248
145,112 89,864

2023 2022
£ £
Warwickshire PCC 15,000 9,998
Rugby Borough Council 14,000 28,000
The National Lottery Community Fund 40,248 15,000
Lloyds Bank Foundation 25,000 27,250
AllenLane Foundation 4,000
Albert Hunt Trust Grant Fund 2,000
Hilden Charitable Fund 7,000
Heart of England Fund 15,000
IOM-HMPrison & Probation Services Fund 7,000
Openwork Foundation Grant Fund 10,000
139,248 80,248
3. INVESTMENT INCOME
2023 2022
£ £
Deposit account interest 1,679 96
4. CHARITABLE ACTIVITIES COSTS
Direct Support
Costs (see costs (see
note5) note6) Totals
£ £ £
Supporting ex-offenders 112,834 11,917 124,751

DIRECT COSTSOFCHARITABLE ACTIVITIES
2023 2022
£ £
Staff costs 83,759 68,574
Telephone 1,472 1,279
Postage and stationery 1,064 1,156
Sundries 840 762
Travel, subsistence, etc. 20,033 14,120
Client welfare 5,666 4,123
112,834 90,014
SUPPORT COSTS
Governance
Management Finance costs Totals
£ £ £ £
Supporting ex-offenders 7,863 73 3,981 11,917

Management
2023 2022
Supporting Total
ex-offenders activities
£ £
Rent and rates 1,800 1,350
Repairs and maintenance 235 282
Insurance 1,674 1,228
Sundries 119 339
IT costs 3,285 4,058
Consultancy 2,500
Depreciationof tangible and heritage
assets 750 483
7,863 10,240
Finance
2023 2022
Supporting Total
ex-offenders activities
£ £
Bank charges 73 70

SUPPORT COSTS - continued
Governance costs
2023 2022
Supporting Total
ex-offenders activities
£ £
Independent Examinersfee 1,842 1,608
Legal and professional fees 20 53
Accountancy fees 2,119 1,733
3,981 3,394

2023 2022
£ £
Independent Examiners fee 1,842 1,608
Depreciation - owned assets 749 482
Other operating leases 1,800 1,350

STAFF COSTS
2023 2022
£ £
Wages and salaries 79,584 65,530
Social security costs 1,138 644
Other pension costs 3,037 2,400
83,759 68,574
The average monthly number of employees during the year was as follows:
2023 2022
Engagedoncharitable activities 3 3

Noemployees received emolumentsinexcess of £60,000. Noemployees received emolumentsinexcess of £60,000.
10. COMPARATIVES FOR THE STATEMENTOFFINANCIAL ACTIVITIES
Unrestricted Restricted Total
funds funds funds
£ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 36,864 53,000 89,864
Investment income 96 96
Total 36,960 53,000 89,960
EXPENDITUREON
Charitable activities
Supporting ex-offenders 21,742 81,976 103,718
NET INCOME/(EXPENDITURE) 15,218 (28,976) (13,758)
RECONCILIATIONOFFUNDS
Total funds brought forward 28,603 60,277 88,880
TOTAL FUNDS CARRIED FORWARD 43,821 31,301 75,122
11. TANGIBLE FIXED ASSETS
Computer
equipment
£
COST
At 1 January 2023 7,175
Additions 687
At31December 2023 7,862
DEPRECIATION
At 1 January 2023 5,771
Charge for year 749
At31December 2023 6,520
NET BOOK VALUE
At31December 2023 1,342
At31December 2022 1,404

12. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2023 2022
£ £
Trade debtors 399 884
Prepayments and accrued income 1,202 1,434
1,601 2,318
13. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2023 2022
£ £
Social security and other taxes 3,000
Accruals and deferred income 1,832 1,728
4,832 1,728

MOVEMENTINFUNDS
Net Transfers
movement between At
At 1/1/23 infunds funds 31/12/23
£ £ £ £
Unrestricted funds
General fund 19,162 5,617 (2) 24,777
Contingency Reserve Fund 24,659 24,659
43,821 5,617 (2) 49,436
Restricted funds
Family Project Fund (previously the
Kelly Trust Fund) 179 (60) 119
Warwickshire PCC Fund 1,649 (1,651) 2
National Probation Service Core
Funding 7,363 (2,903) 4,460
The National Lottery Community Fund 12,162 402 12,564
Rugby Borough CouncilReducing
Re-offending project 9,948 (8,584) 1,364
Allen Lane Foundation 3,036 3,036
Albert Hunt Trust Grant Fund 1,153 1,153
HeartofEngland Fund 15,000 15,000
IOM-HM Prison & Probation Services
Fund 30 30
The Openwork Foundation Grant 10,000 10,000
31,301 16,423 2 47,726
TOTAL FUNDS 75,122 22,040 97,162

Incoming Resources Movement
resources expended infunds
£ £ £
Unrestricted funds
General fund 39,541 (33,924) 5,617
Restricted funds
Family Project Fund (previously the
Kelly Trust Fund) (60) (60)
Warwickshire PCC Fund 15,000 (16,651) (1,651)
National Probation Service Core
Funding (2,903) (2,903)
The National Lottery Community Fund 40,250 (39,848) 402
Rugby Borough Council Reducing
Re-offending project 14,000 (22,584) (8,584)
AllenLane Foundation 4,000 (964) 3,036
Albert Hunt Trust Grant Fund 2,000 (847) 1,153
HeartofEngland Fund 15,000 15,000
IOM-HM Prison & Probation Services
Fund 7,000 (6,970) 30
The Openwork Foundation Grant 10,000 10,000
107,250 (90,827) 16,423
TOTAL FUNDS 146,791 (124,751) 22,040

Comparatives for movementinfunds
Net
movement At
At 1/1/22 infunds 31/12/22
£ £ £
Unrestricted funds
General fund 3,944 15,218 19,162
Contingency Reserve Fund 24,659 24,659
28,603 15,218 43,821
Restricted funds
Family Project Fund (previously the
Kelly Trust Fund) 4,333 (4,154) 179
Warwickshire PCC Fund 414 1,235 1,649
Warwickshire Fund 500 (500)
YSS EOS Fund 4,781 (4,781)
Out of Olney Fund 39 (39)
National Probation Service Core
Funding 8,120 (757) 7,363
Saintbury Fund 9 (9)
The National Lottery Community Fund 18,871 (6,709) 12,162
Rugby Borough CouncilReducing
Re-offendingproject 17,948 (8,000) 9,947
Allen Lane Foundation 5,262 (5,262)
60,277 (28,976) 31,301
TOTAL FUNDS 88,880 (13,758) 75,122

Incoming Resources Movement
resources expended infunds
£ £ £
Unrestricted funds
General fund 36,960 (21,742) 15,218
Restricted funds
Family Project Fund (previously the
Kelly Trust Fund) (4,154) (4,154)
Warwickshire PCC Fund 10,000 (8,765) 1,235
WarwickshireFund (500) (500)
YSSEOSFund (4,781) (4,781)
Out of Olney Fund (39) (39)
National Probation Service Core
Funding (757) (757)
Saintbury Fund (9) (9)
The National Lottery Community Fund 14,998 (21,709) (6,709)
Rugby Borough Council Reducing
Re-offending project 28,000 (36,000) (8,000)
Allen Lane Foundation (5,262) (5,262)
53,000 (81,976) (28,976)
TOTAL FUNDS 89,960 (103,718) (13,758)