Yeleni Trustees Annual Report 1[st] June 2022 to 31[st] May 2023
Trustees
Julie Cohn (Chair), Sheila Higgins, Mary Seldon, Carl May, Leanne Pogson
Governance and Policies
Our HR Trustee, Leanne, updated all policies in summer 2021 as part of the preparations for our MQEM Assessment in September.
The Safeguarding Policy was updated, and new safeguarding training given to all staff and therapists in April 2022.
Mary Seldon stepped down as a trustee in October 2021.
Staffing:
Nicky Heath continues to head the organization as CEO and Manager, with Kate Bishop continuing as Development & Funding Coordinator. Beth Hudson was with us until October 2021, when she moved to a new role. Nicola Rowland is a well-established receptionist and we welcomed Amanda Freeman to the team also in October 2021.
Our 10 therapists are self- employed, seeing both Yeleni Cancer clients, paid for by the charity and their own clients. They pay room rent for these private clients, which helps to sustain the charity.
Our core work – face to face and hands on therapies
Yeleni opened its doors again in April 2021 and by the start of our new financial year, at the end of May, we already had a good idea of how the year was going to progress. We had an influx of patients and carers contacting us for their first initial assessment of our free programme of therapies and ongoing support.
During this financial year we saw 163 new cancer patients which is more than double that of previous years, as well as 77 new carers.
Online and Phone Support
We had a 3–year Lottery funding from 2020 for workshops and outreach sessions – which was re-purposed to provide online workshops, social groups and a phone befriending service. These 3 aspects of our work carried on through 2021 and into 2022, as the demand was very much evident.
Many cancer patients were very aware of the risks of re-joining general “outdoor” life and chose to limit their contact with people, due to having suppressed immunity from their condition and treatment. The vulnerability and isolation were still felt keenly, so keeping these online and phone options running was essential.
439 sessions of online workshops were delivered to an average of 71 people per month, @19 - 25 people each month access our befriending calls.
Towards the end of Spring 2022 the numbers had fallen, with plans for in-person workshops underway and the demand for the phone befriending reduced a little.
Increased demand from Breast Cancer patients
During this year we had a blow in the Herefordshire community due to the closure of Breast Cancer Haven, which meant that specialist support for those with Breast Cancer was reduced. A support group formed quickly, and many patients chose to come to Yeleni for their therapies - between May 2021 and 2022 we saw 75 Breast Cancer patients.
We applied for and got extra funding for this increase from Awards for All in December 2021, which covered 30 patients and 30 carers - not the full number needed, but a great help.
Carers of Cancer Patients
Carers’ Therapies have been in demand too. We have known for a long time that this service has been needed given there has been little provision for those caring for a cancer patient – as a relative, spouse or friend. The stress on these people is immense and we had, as part of our lottery funding, resources to provide therapies (4 free sessions) for the primary carer of each patient.
We predicted we might get 25 carers in the first year. Well, that was an underestimate - we had in fact 77! It’s clear this is fulfilling a huge need and something we will work on and get future funding for.
Events and Achievements
The major achievements we celebrated were both in September 2021. We were the winners of the Hereford and Worcester Commitment to the Community Award. Our C.E.O. Nicky Heath and Community Liaison Coordinator, Beth Hudson attended the Award Ceremony with all the runners up and members. A great achievement, and recognition for the work that we have done in supporting the community during the pandemic and beyond.
We also celebrated the re-awarding of our Macmillan Quality Environment Mark (MQEM) in September 2021, which we had held for 3 years and was due to be re-assessed. This followed a major refurbishment of the centre through 2020 during lockdown, in response to thorough evaluation of feedback from clients.
The comments and suggestions were followed to ensure the Yeleni treatment rooms, reception, cloakrooms and access were all meeting the needs of our clients. After a long selfassessment form, a visit from 2 assessors, meetings with staff and clients, we were given a 5/5 mark – we are so proud of everyone and have this award for a further 3 years.
Working with our community
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In February 2022 we delivered taster therapy sessions to staff at Tesco in Hereford. Feedback was very positive, and we will be asked back in the Autumn.
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We gave a 10% staff discount to all staff from NMITE, whose premises are opposite ours. We are also providing counselling services for the students and will be involved in creating a health & wellbeing initiative for the students going forward.
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Little Princess Trust paid for all their staff to have a session of therapy with us.
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Katherine Harriet, a local care agency – give a Yeleni therapy voucher each month to their employee of the month as a thank you.
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In March 2022 Yeleni Therapists attended Hereford & Worcester Chamber of Commerce Business Expo at Three Counties Showground, giving therapies and raising the profile of the Centre. This was so well received we have been invited back in October. We have been integral in helping to create a Wellbeing Zone at the expo.
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Due to popular demand, Yeleni therapists attended two occasions at the Sixth Form College offering taster sessions of therapies to the staff. Feedback was highly positive and we are being invited back again later in the year.
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Hereford BID offered all their members £50 vouchers to spend on health and wellbeing – our therapies being an option they could choose.
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The Hereford All Cancer Support Group opened officially on 20[th] January 2022 with our High Sherriff Jo Hilditch attending, which was highly successful. This group is not part of Yeleni but is associated with us and has monthly meetings at the Salvation Army Hall nearby, which is a vital addition to the services available to those living with and beyond cancer.
Funding
Yeleni depends on several income streams in varying proportions, and we are always seeking to diversify our funding sources to ensure the sustainability of the charity. Fundraising events have been difficult over the past 2 years due to the pandemic; however, a large sum was
raised in October 2021 by Mike Chandler – despite illness preventing him from running the London Marathon, his generous supporters donated a magnificent £31,000. We also had brilliant support from Louise, who did a thousand-mile walking challenge and from Mel and Sarah who ran a virtual marathon for us.
With the return of our therapists to in person therapies at Yeleni, the room rent generated from private clients covered the rent of the building.
We were still not able to work at Nozstock for our usual 3-day fundraiser but will be back in July 2022.
We worked hard at applying for grants from trusts and managed to bring in over £90,000 in trust and lottery funding. This is a higher percentage than normal, due to an Awards for All grant especially to help with the huge rise in Breast Cancer patient numbers coming to us following the loss of the Haven.
We are grateful for the support of local trusts – EF Bulmer Trust, Eveson Trust and Hereford Community Foundation who have supported us so loyally over the years. Other trusts include Pink Ribbon Foundation, Sobell and February Foundation.
Looking Forward
We hope to continue to grow and develop as we are now the only local complementary health centre offering free therapy & support to anyone living with and beyond cancer.
We will further consolidate our position in the Herefordshire community as the place to come to for health & wellbeing support, by attending/creating events, growing our social media platform and encouraging the general public to be preventative about their health, whilst supporting those that are unwell.
| Unrestricted | Total | Total | ||
|---|---|---|---|---|
| Funds | Funds | Funds | ||
| 2023 | 2022 | |||
| Notes | *. | f. | f | |
| lncomingresources | ||||
| Incomingresourcesfromgenerated | ||||
| funds: | ||||
| Voluntaryincome: | ||||
| Grants and Donations | 4 | 116,351 | 118,128 | 161,924 |
| Investmentlncome | 5 | |||
| Totalincomingresources | 116,351 | 1i8,128 | 161.920 | |
| Resourcesexpended Fundraisingcostsofgrantsanddonations |
6 | 18,055 | 18,055 | 26,604 |
| Subtotalcostofgeneratingfunds | 18,055 | 18,055 | 26,604 | |
| Charitableactivities | 6 | 53,65i | 81,359 | 97,286 |
| Governancecosts | 6 | 30,067 | 30,067 | 26,727 |
| Totalresources expended | 101,773 | 129,481 | 150,617 | |
| Net(outgoing) incomingresources | 14,578 | (t1,353) | I 1,303 | |
| Totalfundsbrought forward | 49,173 | 119,890 | 108,587 | |
| Totalfundscarried forward | 63,751 | 108,537 | 119,890 |
| 2023 | 2022 | |||||
|---|---|---|---|---|---|---|
| Notes | g | g | *, | I | ||
| Fixedassets | ||||||
| Tangibleassets | i0,614 | 10,598 | ||||
| Currentassets | ||||||
| Stock | 1,000 | 1,000 | ||||
| Debtors | 8 | 386 | 386 | |||
| Cash atbankandinhand | 98,478 | 109,236 | ||||
| 99,864 | rr0,622 | |||||
| Liabilities | ||||||
| Creditorsfallingduewithinoneyear | 9 | (1,941) | (1,330) | |||
| Netcurrentassets | 97,923 | 109.292 | ||||
| Totalassets lesscurrent liabilities | 108,537 | I19,890 | ||||
| Netassets | 108,537 | 119,890 | ||||
| Thefundsofthecharity | ||||||
| [Jnrestrictedincomefunds | ||||||
| General | 10 | 63,751. | 49,173 | |||
| Restricted Funds | 10 | 44,786 | 70,717 | |||
| Total CharitvFunds | 108,537 | 119.890 |
| Voluntaryincome | 2023 | 2022 |
| g | f | |
| Donatedservices | ||
| Other donations | 118,128 | t61,920 |
| GovemmentGrants | ||
| I18,128 | 161,920 |
| Fundraising | Governance | Charitable | Total | |
|---|---|---|---|---|
| t, | f | f | t. | |
| StaffCosts | 13,134 | 26,260 | 19,137 | 58,531 |
| Accountancy | 1,195 | 1,195 | ||
| GeneralExpenses | 4,650 | 2,611 | 30,305 | 37,566 |
| Total | 17,784 | 30,066 | 49,442 | 97,292 |
| 9. | Creditors:amountsfallingduewithinoneyear | 2023 | 2022 | |
|---|---|---|---|---|
| f | f, | |||
| Accruals | 750 | 660 | ||
| OtherCreditors | 247 | 202 | ||
| PAYE | 944 | 468 | ||
| ShortTerm Loan | ||||
| 1,941 | 1,330 |
|||
| 10. | Analysis of charitable funds | Unrestricted | Restricted | |
| tr'und | Fund | Total | ||
| f, | g | f | ||
| AtIJune2022 | 49,173 | 70,717 | 119,890 | |
| Incomingresource | 116,351 | 1,777 | 118,128 | |
| Resourcesexpended | (t]t,773) | (27,708) | (129,48t) | |
| At31May2023 | 63,151 | 44,786108,537 |
| 2023 | 2022 | |||||
|---|---|---|---|---|---|---|
| f | g | f, | g | |||
| Income | ||||||
| Fundraising | II8,128 | 161,920 | ||||
| Donatedservices | ||||||
| Government Grants | ||||||
| 118,128 | 161,920 | |||||
| Costofsales | ||||||
| Purchases | 4,481 | 12,302 | ||||
| Therapists | 27,708 | 45,825 | ||||
| 32,189 | 58,r27 | |||||
| Grossprolit | R5gjq | 103,793 | ||||
| Administrativeexpenses | ||||||
| StaffCosts | 5R53t | 54,351 | ||||
| Accountancy | 1,195 | 1,182 | ||||
| Generalexpenses | 37,566 | 36,957 | ||||
| q'7)q) | 92,490 | |||||
| Operating(loss)/profit | (11,353) | 11,303 | ||||
| Otherincome andexpenses | ||||||
| Interestreceivable | ||||||
| Bankdeposit interest | ||||||
| Net(loss)Iprofitfortheyear | (11,3s3) | 11,303 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
| Report to the trustees/ members of On accounts for the year ended Set out on pages Respective responsibilities of trustees and examiner Basis of independent examiner’s statement Independent examiner's statement Signed: Name: Relevant professional qualification(s) or body (if any): Address: |
Yeleni Therapy and Support Ltd | ||
| 31 May 2023 | Charity no (if any) |
1118969 | |
| 1 and 2. | |||
| The charity's trustees consider that an audit is not required for this year (under section 43(2) of the Charities Act 1993 (the Act),as amended by s.28 of the Charities Act 2006) and that an independent examination is needed. It is my responsibility to: • examine the accounts (under section 43 of the Act, as amended), • to follow the procedures laid down in the General Directions given by the Charity Commission (under section 43(7)(b) of the Act, as amended), and • to state whether particular matters have come to my attention. My examination was carried out in accordance with General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the accounts. In the course of my examination, no matter has come to my attention (other than that disclosed below ) 1. which gives me reasonable cause to believe that in, any material respect, the trustees have not met the requirements to ensure that: • proper accounting records are kept (in accordance with section 41 of the Act); and • accounts are prepared which agree with the accounting records and comply with the accounting requirements of the Act; or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. David Berkeley Date:22 November 2022 |
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| 22 November 2022 | |||
| David Berkeley | |||
| ACMA (CIMA) | |||
| Apple Accountants, 7A Harrow Road, Hereford. HR4 0EH | |||
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Section B Disclosure
Only complete if the examiner needs to highlight material problems.
Give here brief details of any items that the examiner wishes to disclose .
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