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Empowering Individuals on the Autistic Spectrum
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12 Merrial Street Newcastle-under-Lyme Staffordshire ST5 2AD
Annual Report 2023 Prepared by CEO Louise Zandian
The charity has had a successfully year with funding from the Post code Lottery which Dom Fletcher was able to get to provide outreach work and administration support. This has allowed the charity to meet an increasing demand for its services. We hope to in the next year apply for the Big Lottery to support further development of the charity. Liam Jones has also been successful in gaining grants for activities in the community for clients of the charity and people who have been risked assessed by Janet Robson Trustee to ensure safeguarding for our client group drop in on Tuesday and activity.
The charity is finding an increase in referrals mainly via the NHS well- being service which has given the charity a 6 months’ waiting list. There is still no care pathway or therapy for our client group, and this has been raised with Commissioners and flagged at various NHS forums. The charity is proposing for Lifecoaching to be funded via the Integrated Care Board but not has not made any headway in this area to date. The charity is providing Lifecoaching which clients are definitely benefiting from, but it needs to be funded, and the charity is looking for further funding for this area.
The charity is actively looking for volunteers and is finding it difficult to recruit people but has manage to recruit one excellent volunteer to help with ADHD clients. Lifeworks continues to provide training to Keele University students and staff providing placements for 7 students this year. Further training was given to the North Staffs Soroptimist society, Brighter Futures and Women Institute in Newcastle.
The carers group in Stoke continued to receive funding from the North Staffs Carers and has operated in all areas of North Staffs including at Middleport Matters, Hazel Trees with the funding for Stoke-on-Trent, Northwood Garden Centre, Trentham and @21 in Leek. These groups are run By Sue Gibson, Rosemary Robinson both Trustees and Judy Gregg Volunteer @21 group.
The charity had funding, raised through a performance at the Repertory Theatre in Stoke which is greatly appreciated and received donations from clients and others to support the charity. The charity continues to link with other organisation including Support Staffordshire, VAST and Middleport Matters.
The current issues that clients are facing is the migration to Universal Credit from Employment Support Allowance which requires an online journal which are not properly managed by the DWP which means people can be sanctioned and lose benefits even though they have written on their journal. The charity is advised clients to have a telephone account and a journal and to receive letters by post.
The charity is finding that Personal Independent Payments are being heavily scrutinised and a lot of people are being knocked off the benefit. We are advising clients to ask us to fill the forms in for them as they are not wording things correctly to score points. The charity took the decision to no longer do reconsiderations for anyone whose initial form has not been filled by us as it creates too much work. We can signpost to the Citizen Advice Bureau or Disability Solutions.
I would like to thank all Trustees, Staff and Volunteers in supporting the charity and in helping to continue the good work that we are doing in supporting this much marginalised group in society.
Tel: 01782 615222 Email:info@lifeworksstaffordshire.org.uk www.lifeworksstaffordshire.org.uk Reg Charity No. 1120803
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Lifeworks Staffordshire (Registered charity, number 1120803) Financial Statements for the year ended 31 December 2023
| Page | Contents |
|---|---|
| 2 - 3 | Trustees’ annual report |
| 4 | Independent examiner’s report |
| 5 | Receipts & Payments Account |
| 6 | Statement of Assets & Liabilities |
| 7 | Notes to the Accounts |
Lifeworks Staffordshire Trustees’ Annual Report for the year ended 31 December 2023
Full name Lifeworks Staffordshire
Registered charity number 1120803
Principal address
12 Merrial Street Newcastle-under-Lyme Staffordshire ST5 2AD
Trustees
Janet Robson Roy Gregg Linda Shenton Roger Fitz-Herbert Margaret Kathleen Edwards Rosemary Robinson Susan Mary Gibson
Chair Vice Chair Treasurer
Bankers
Co-operative Bank
Independent examiner
Daryl Denson ACMA VAST The Dudson Centre Hope Street Hanley Stoke on Trent ST1 5DD
Governance and management
The charity is operated under the rules of its constitution adopted 2 March 2007 as amended 13 July 2007 and 6 November 2009.
The methods adopted for the recruitment and appointment of new trustees
Trustees are appointed at the Annual General Meetings. Nomination forms are sent out ahead of the AGM, which are assessed by the committee beforehand. Knowledge of Autistic Spectrum Conditions and managerial roles are preferred.
Aims and objectives
To further such charitable purposes for the benefit of people 14+ with Autistic Spectrum Conditions, (referred to as ASC'S) with or without a formal diagnosis and associated family, carers, professionals, and significant others. ln particular but not exclusively by:
a) Providing or assisting in the provision of funding/services to enable people with ASC'S to have a sustainable lifestyle in adulthood.
b) Educating all sectors of the community in the needs of adults with ASC'S.
c) Providing a person-centred approach to rising adults (14+) and adults with ASC'S through assessment of need, a profile of service user, social interpretation, advocacy, social and life skills coaching and mentoring in work.
2
Lifeworks Staffordshire Trustees’ Annual Report (continued) for the year ended 31 December 2023
Summary of the main activities undertaken for the public benefit
Lifeworks Staffordshire was established in September 2006 and is the only registered charity in the county which provide a one stop shop approach to providing services that are specifically tailored for high functioning people, post fourteen, with ASC'S working towards a sustainable future life.
This is done through initial assessment and profiling by qualified assessors to identify needs, including direct referral for a diagnosis in some cases, an allocation of a volunteer outreach worker (where pertinent), mentoring and information giving to develop strategies to improve an individual’s ability to cope with everyday life. Providing risk assessment and documenting personal information which is accessible to our client’s. We may keep in contact through a range of media including via Facebook or text depending upon client needs. We give advice from our helpline or 1 to 1 support to gain housing, benefits, work experience, jobs, support to gain direct payment and employing a personal assistant and home visits.
Our aim is to enable our clients to develop a sustainable rewarding lifestyle by providing help for example with gaining and retaining medical, dental intervention, education, benefits, housing, work or work experience, hobbies, interests, through support and networking with families, involved professionals and other third sector organisations.
Lifeworks are always looking for people to help, whether that this may be by making a donation, organising a fundraising event or offering a work placement. As a charitable organisation we are actively seeking funding to enable us to develop our unique service for more information please look at the website – www.lifeworksstaffordshire.org.uk.
Public Benefit
The trustees of the Charity are aware of the Charity Commission’s guidance on public benefit and have had regard to it in their administration of the Charity.
The charity’s policy on reserves
The charity holds £7,000 in reserve to pay any bills or redundancy in the event of the charities closure.
Main risks
Lifeworks actively search for funding and apply monthly even for small pots of funding. Volunteers are made up of parents, carers, and clients. This gives them work ethics for possible future employment of volunteer positions. We are currently looking toward corporate sponsorship for sustainability of Lifeworks.
Signed on behalf of the charity’s trustees:
26/06/2024 Signed ______ Date _ Janet Robson Chair
3
Independent examiner’s report to the trustees of Lifeworks Staffordshire for the year ended 31 December 2023
I report to the charity trustees on my examination of the accounts of the charity for the period ended 31 December 2023 which are set out on pages 5 to 7.
Respective responsibilities of trustees and examiner
As the charity’s trustees of Lifeworks Staffordshire, you are responsible for the preparation of the accounts in accordance with requirements of the Charities Act 2011 (‘the Act).
I report in respect of my examination of Lifeworks Staffordshire 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:
-
Accounting records were not kept in respect of Lifeworks Staffordshire as required by section 130 of the Act; or
-
the accounts do not accord with those records; or
-
the accounts to not comply with the accounting requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.
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.
11/07/2024 Signed ____ Date _______ Daryl Denson ACMA VAST
4
Lifeworks Staffordshire Receipts & Payments Account for the year ended 31 December 2023
| Notes Receipts Grants & Donations 3 Fundraising Sundry Total receipts Payments Rent Wages Travel Expenses Insurance Subscriptions Refreshments Activities Telephone Stationary Equipment & Renewals Professional Fees Payroll Expenses Utilities Accounts Sundries Total payments Net receipts/(payments) Transfers between funds Cash funds at start of this period Cash funds at end of this period |
Restricted Unrestricted Funds Funds £ £ 33,501 13,334 - 2,688 40 122 33,541 16,144 66 5,000 8,660 14,550 1,200 263 - 907 439 112 394 133 4,177 43 648 - 413 266 515 174 - 1,212 - 675 498 464 - 600 167 73 17,177 24,472 16,364 (8,328) - - 8,854 27,148 25,218 18,820 |
2023 Total £ 46,835 2,688 162 49,685 5,066 23,210 1,463 907 551 527 4,220 648 679 689 1,212 675 962 600 240 41,649 8,036 - 36,002 44,038 |
2022 Total £ 20,851 499 - |
|---|---|---|---|
| 21,350 | |||
| 5,571 14,207 1,439 934 778 - 843 822 498 521 103 342 219 - 1,089 |
|||
| 27,366 | |||
| (6,016) - 42,018 |
|||
| 36,002 |
5
Lifeworks Staffordshire Statement of Assets and Liabilities at 31 December 2023
| 2023 £ Cash Assets Cash in Bank 42,585 Petty Cash 1,453 44,038 |
2022 £ 35,276 726 |
|---|---|
| 36,002 |
These financial statements are accepted on behalf of the charity by:
| Signed _____ | Dated _____ 26/06/2024 |
|---|---|
| Janet Robson | |
| Chair |
6
Lifeworks Staffordshire Notes to the Accounts for the year ended 31 December 2023
1. Receipts & payments accounts
Receipts and payments accounts are statements that summarise the movement of cash into and out of the charity during the financial year. In this context “cash” includes cash equivalents, for example, bank accounts where cash can be readily withdrawn to pay for debts as they become due. For the purposes of understanding a statement of assets and liabilities at the year-end has been included.
2. Trustees’ remuneration
Trustees received no expenses, remuneration or benefits in this year.
3. Grants and donations
During the year £16,143 (2022: £14,448) was received in unrestricted grants and donations and £33,541 (2022: £6,902) in restricted grants and donations.
4. Funding analysis
| Restricted Funds Groundwork UK - Tesco Door/Ramp Fund Staffordshire Fire Severn Trent Recovery Fund SCC Recovery Fund Computer Club Doing Our Bit Magic Little Grant Richardson Foundation Community Champion Grant Together Active EMRF Ornua Food UK North Carers Fund BART BT EMR LCF NHS PCL SUSU RBF BG Restricted Funds Unrestricted Funds Total Funds |
Opening Balance £ 821 2,000 4 861 24 80 650 223 590 900 471 1,000 240 990 - - - - - - - - - 8,854 27,148 36,002 |
Receipts £ - - - - - - - - - - 40 - - 1,080 500 1,000 160 2,021 3,200 25,000 540 - - 33,541 16,143 49,684 |
Payments £ - - - - - (4) - (540) (160) (883) (508) (687) - (1,075) (500) (1,024) (337) - (528) (8,993) (514) (507) (915) (17,175) (24,473) (41,648) |
Transfers Closing Balance £ £ - 821 - 2,000 - 4 - 861 - 24 - 76 - 650 317 - - 430 - 17 - 3 - 313 - 240 - 995 - - 24 - 177 - - 2,021 - 2,672 - 16,007 - 26 507 - 915 - 1,940 27,160 (1,940) 16,878 - 44,038 |
|---|---|---|---|---|
7
Lifeworks Staffordshire (Registered charity, number 1120803) Financial Statements for the year ended 31 December 2023
| Page | Contents |
|---|---|
| 2 - 3 | Trustees’ annual report |
| 4 | Independent examiner’s report |
| 5 | Receipts & Payments Account |
| 6 | Statement of Assets & Liabilities |
| 7 | Notes to the Accounts |
Lifeworks Staffordshire Trustees’ Annual Report for the year ended 31 December 2023
Full name Lifeworks Staffordshire
Registered charity number 1120803
Principal address
12 Merrial Street Newcastle-under-Lyme Staffordshire ST5 2AD
Trustees
Janet Robson Roy Gregg Linda Shenton Roger Fitz-Herbert Margaret Kathleen Edwards Rosemary Robinson Susan Mary Gibson
Chair Vice Chair Treasurer
Bankers
Co-operative Bank
Independent examiner
Daryl Denson ACMA VAST The Dudson Centre Hope Street Hanley Stoke on Trent ST1 5DD
Governance and management
The charity is operated under the rules of its constitution adopted 2 March 2007 as amended 13 July 2007 and 6 November 2009.
The methods adopted for the recruitment and appointment of new trustees
Trustees are appointed at the Annual General Meetings. Nomination forms are sent out ahead of the AGM, which are assessed by the committee beforehand. Knowledge of Autistic Spectrum Conditions and managerial roles are preferred.
Aims and objectives
To further such charitable purposes for the benefit of people 14+ with Autistic Spectrum Conditions, (referred to as ASC'S) with or without a formal diagnosis and associated family, carers, professionals, and significant others. ln particular but not exclusively by:
a) Providing or assisting in the provision of funding/services to enable people with ASC'S to have a sustainable lifestyle in adulthood.
b) Educating all sectors of the community in the needs of adults with ASC'S.
c) Providing a person-centred approach to rising adults (14+) and adults with ASC'S through assessment of need, a profile of service user, social interpretation, advocacy, social and life skills coaching and mentoring in work.
2
Lifeworks Staffordshire Trustees’ Annual Report (continued) for the year ended 31 December 2023
Summary of the main activities undertaken for the public benefit
Lifeworks Staffordshire was established in September 2006 and is the only registered charity in the county which provide a one stop shop approach to providing services that are specifically tailored for high functioning people, post fourteen, with ASC'S working towards a sustainable future life.
This is done through initial assessment and profiling by qualified assessors to identify needs, including direct referral for a diagnosis in some cases, an allocation of a volunteer outreach worker (where pertinent), mentoring and information giving to develop strategies to improve an individual’s ability to cope with everyday life. Providing risk assessment and documenting personal information which is accessible to our client’s. We may keep in contact through a range of media including via Facebook or text depending upon client needs. We give advice from our helpline or 1 to 1 support to gain housing, benefits, work experience, jobs, support to gain direct payment and employing a personal assistant and home visits.
Our aim is to enable our clients to develop a sustainable rewarding lifestyle by providing help for example with gaining and retaining medical, dental intervention, education, benefits, housing, work or work experience, hobbies, interests, through support and networking with families, involved professionals and other third sector organisations.
Lifeworks are always looking for people to help, whether that this may be by making a donation, organising a fundraising event or offering a work placement. As a charitable organisation we are actively seeking funding to enable us to develop our unique service for more information please look at the website – www.lifeworksstaffordshire.org.uk.
Public Benefit
The trustees of the Charity are aware of the Charity Commission’s guidance on public benefit and have had regard to it in their administration of the Charity.
The charity’s policy on reserves
The charity holds £7,000 in reserve to pay any bills or redundancy in the event of the charities closure.
Main risks
Lifeworks actively search for funding and apply monthly even for small pots of funding. Volunteers are made up of parents, carers, and clients. This gives them work ethics for possible future employment of volunteer positions. We are currently looking toward corporate sponsorship for sustainability of Lifeworks.
Signed on behalf of the charity’s trustees:
26/06/2024 Signed ______ Date _ Janet Robson Chair
3
Independent examiner’s report to the trustees of Lifeworks Staffordshire for the year ended 31 December 2023
I report to the charity trustees on my examination of the accounts of the charity for the period ended 31 December 2023 which are set out on pages 5 to 7.
Respective responsibilities of trustees and examiner
As the charity’s trustees of Lifeworks Staffordshire, you are responsible for the preparation of the accounts in accordance with requirements of the Charities Act 2011 (‘the Act).
I report in respect of my examination of Lifeworks Staffordshire 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:
-
Accounting records were not kept in respect of Lifeworks Staffordshire as required by section 130 of the Act; or
-
the accounts do not accord with those records; or
-
the accounts to not comply with the accounting requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.
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.
11/07/2024 Signed ____ Date _______ Daryl Denson ACMA VAST
4
Lifeworks Staffordshire Receipts & Payments Account for the year ended 31 December 2023
| Notes Receipts Grants & Donations 3 Fundraising Sundry Total receipts Payments Rent Wages Travel Expenses Insurance Subscriptions Refreshments Activities Telephone Stationary Equipment & Renewals Professional Fees Payroll Expenses Utilities Accounts Sundries Total payments Net receipts/(payments) Transfers between funds Cash funds at start of this period Cash funds at end of this period |
Restricted Unrestricted Funds Funds £ £ 33,501 13,334 - 2,688 40 122 33,541 16,144 66 5,000 8,660 14,550 1,200 263 - 907 439 112 394 133 4,177 43 648 - 413 266 515 174 - 1,212 - 675 498 464 - 600 167 73 17,177 24,472 16,364 (8,328) - - 8,854 27,148 25,218 18,820 |
2023 Total £ 46,835 2,688 162 49,685 5,066 23,210 1,463 907 551 527 4,220 648 679 689 1,212 675 962 600 240 41,649 8,036 - 36,002 44,038 |
2022 Total £ 20,851 499 - |
|---|---|---|---|
| 21,350 | |||
| 5,571 14,207 1,439 934 778 - 843 822 498 521 103 342 219 - 1,089 |
|||
| 27,366 | |||
| (6,016) - 42,018 |
|||
| 36,002 |
5
Lifeworks Staffordshire Statement of Assets and Liabilities at 31 December 2023
| 2023 £ Cash Assets Cash in Bank 42,585 Petty Cash 1,453 44,038 |
2022 £ 35,276 726 |
|---|---|
| 36,002 |
These financial statements are accepted on behalf of the charity by:
26/06/2024 Signed _____ Dated _____ Janet Robson Chair
6
Lifeworks Staffordshire Notes to the Accounts for the year ended 31 December 2023
1. Receipts & payments accounts
Receipts and payments accounts are statements that summarise the movement of cash into and out of the charity during the financial year. In this context “cash” includes cash equivalents, for example, bank accounts where cash can be readily withdrawn to pay for debts as they become due. For the purposes of understanding a statement of assets and liabilities at the year-end has been included.
2. Trustees’ remuneration
Trustees received no expenses, remuneration or benefits in this year.
3. Grants and donations
During the year £16,143 (2022: £14,448) was received in unrestricted grants and donations and £33,541 (2022: £6,902) in restricted grants and donations.
4. Funding analysis
| Restricted Funds Groundwork UK - Tesco Door/Ramp Fund Staffordshire Fire Severn Trent Recovery Fund SCC Recovery Fund Computer Club Doing Our Bit Magic Little Grant Richardson Foundation Community Champion Grant Together Active EMRF Ornua Food UK North Carers Fund BART BT EMR LCF NHS PCL SUSU RBF BG Restricted Funds Unrestricted Funds Total Funds |
Opening Balance £ 821 2,000 4 861 24 80 650 223 590 900 471 1,000 240 990 - - - - - - - - - 8,854 27,148 36,002 |
Receipts £ - - - - - - - - - - 40 - - 1,080 500 1,000 160 2,021 3,200 25,000 540 - - 33,541 16,143 49,684 |
Payments £ - - - - - (4) - (540) (160) (883) (508) (687) - (1,075) (500) (1,024) (337) - (528) (8,993) (514) (507) (915) (17,175) (24,473) (41,648) |
Transfers Closing Balance £ £ - 821 - 2,000 - 4 - 861 - 24 - 76 - 650 317 - - 430 - 17 - 3 - 313 - 240 - 995 - - 24 - 177 - - 2,021 - 2,672 - 16,007 - 26 507 - 915 - 1,940 27,160 (1,940) 16,878 - 44,038 |
|---|---|---|---|---|
7