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2022-04-05-accounts

CHARITY REGISTRATION NUMBER: 1123203

The Mason Trust Unaudited financial statements

5 April 2022

The Mason Trust

Financial statements

Year ended 5 April 2022

Page
Trustees' annual report 1
Independent examiner's report to the trustees 7
Statement of financial activities 8
Balance sheet 9
Notes to the financial statements 10

The Mason Trust

Trustees' annual report

Year ended 5 April 2022

The trustees present their report and the unaudited financial statements of the charity for the year ended 5 April 2022.

The financial statements have been prepared in accordance with the accounting policies set out in notes to the accounts and comply with the charity's governing document, the Charities Act 2011 and 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 published in October 2019.

Reference and administrative details

Registered charity name The Mason Trust Charity registration number 1123203 Principal office Diss Business Centre Dark Lane Scole Diss Norfolk IP21 4HD

The trustees

The trustees who served during the year and at the date of approval were as follows:

Mrs Y Mason (Chair) Mrs S Dobson Mrs N Finch Ms S Mason Mr R Waddington Independent examiner Mark Proctor FCA DChA Lovewell Blake LLP Chartered accountants Bankside 300 Peachman Way Broadland Business Park Norwich NR7 0LB Bankers HSBC 1 Mount Street Diss Norfolk IP22 3QD

- 1 -

The Mason Trust

Trustees' annual report (continued)

Year ended 5 April 2022

Objectives and activities

Principles objects

The objects of the charity are to act as a resource for young people between the ages of twelve and twenty five in particular but not exclusively living in Norfolk and Suffolk by providing advice and assistance and organising programmes of physical educational and other activities as a means of:

To advance any charitable purpose for the benefit of the public.

In furtherance of these objects, but not otherwise, the Trustees shall have the following powers:

The charity achieves its objectives through making grants to individuals and organisations and providing advocacy, information and advice.

Public benefit

The Trustees of The Mason Trust are aware of the Charity Commission guidelines on public benefit and consider the Trust provides a public benefit to young people through the school/further education initiatives detailed below. When the grant funding aspect of the Trust's work is active (currently frozen) applicants are required to highlight the expected benefit/outcome on initial application and to report back to the Trustees on this. All applications that fall within the specified age range and application criteria are fairly considered by the Trustees.

- 2 -

Trustees' annual report (continued)

The Mason Trust

Year ended 5 April 2022

Achievements and performance

Since the initiation of The Mason Trust, we have continued to invest back in the young people of Norfolk and Suffolk. The year's activities continued to be impacted by the Covid19 pandemic, and as such our primary focus has been on the development of icanbea…. However, as schools started to open up again, we have undertaken an increasing number of visits while continuing to deliver some activities online.

In early 2021 funding was secured from the DWP for a 12-month pilot project working with them to deliver a Digital Youth Hub. The aim of the project is to help young people aged 16-24 to overcome barriers into employment. The project commenced in April 2021, working with two local jobcentres in Thetford and Dereham. It delivers a bespoke employability plan to young people who are referred to the programme (Digital Youth Hub) which will hopefully give them a better chance of finding a sustainable job.

Of the 194 referrals received, we were successful in supporting 131 young people into work with a further 10 young people starting a work-related experience such as work experience, trial day, volunteering, or accessing the Princes Trust programme.

Due to the results achieved the project has received funding for a further 12 months and has expanded to include the Diss and Kings Lynn job centres.

We participated in the Visitor Economy Network Initiative (VENI) which launched in 2021. The aim of the network is to bring educators and SMEs closer together to create opportunities for young people to develop work-ready skills and participate in and learn more about their local visitor economy.

Education Projects

These aim to further the link between industry and education. We feel that the most effective way of helping young people in the area is to help them to become self-sufficient, share our global knowledge to give them a broader view of what they could aspire to, and then support them in a variety of industry led activities which give them the confidence to do so.

Our methodology is split between face-to-face contact (industry supported presentations in secondary schools and colleges), utilising the internet via the development of icanbea.org.uk and strategic intervention (curriculum intervention). As noted above, the pandemic severely curtailed the work we were able to deliver to schools, however this year saw schools starting to open up again and inviting us in to deliver to their students.

The team delivered a number of workshops either online or in school which were designed to show students how icanbea... can help them find their career paths as well as a number of CV workshops.

The covid pandemic meant we had to adapt how we interacted with young people. As such, increasing our social media presence proved to be an effective way of keeping in touch with our client group with a great deal of work done on multiple platforms, offering practical support, but also signposting mental health support.

- 3 -

The Mason Trust

Trustees' annual report (continued)

Year ended 5 April 2022

Achievements and performance (continued)

Below are the total number of events we have attended and students/young people we have interacted with through our school/college outreach programme from April 2021 - March 2022. Prior to January 2022 there were fewer interactions with schools due to covid and activity was primarily online.

Event Number of students/young people 35 workshops 867 5 careers fairs 740 31 mock interviews 31 I careers talk 90 Total 1728

The Trust partnership with Norfolk and Suffolk County to deliver the Youth Pledge for Employers (YPfE) project continued. It is a three-year project which ends in September 2023. The aim of the project is to engage with small and medium enterprises (SME's) across the New Anglia LEP region, to develop opportunities for young people to engage in work based-experiences, structured employment and sector related learning. The project has been very successful so far and has created many additional employer profiles on icanbea...

Part of the project included development of the icanbea... CV Wizard (CV Builder) which has been designed to help young people build their first CV from their mobile device or computer. West Suffolk College are also a partner in the development of the CV Wizard.

The user numbers and general stats for the site continue to grow.

Figures to the end of March 2022 show:

An icanbea... collaborative operations group was established in August 2020 which includes key members from New Anglia LEP, Norfolk County Council, Suffolk County Council and the DWP. The aim of the group is to ensure collaboration and cohesive working with key stakeholders across the region.

The Trust is part of the Young Sizewell C committee which focuses on showing young people the employment opportunities in Suffolk and Norfolk as well as providing information and updates on the future Sizewell C project.

We are also part of the organising committee for the Norfolk Skills and Careers Festival which hosts the large annual careers event at the Norfolk Showground.

Grant awards

The aim of our grant funding programme is to enable young people to fulfil their potential as individuals. This is achieved by awarding funding to individuals to help them achieve personal ambitions and to organisations working with young people whose work meets our ethos, aims and objectives. Since the Trust's inception, c.6100 young people have benefited from our Grant Funding programme, through awards made to applying individuals.

At the end of the financial year the Board of Trustees evaluated its position in respect of grant funding and took the decision to continue the temporary suspension of the grant funding programme for the following year and focus instead on the education programme. The situation is being reviewed periodically.

- 4 -

The Mason Trust

Trustees' annual report (continued)

Year ended 5 April 2022

Financial review

The results for the year are shown on pages 8 to 17.

Reserves Policy

The policy of The Mason Trust is to maintain sufficient free reserves to cover a minimum of three months operating costs in order for it to carry out its obligations and services, plus sufficient reserves to cover any approved and committed grant awards where payment would fall due outside this window.

Trustees regularly review the level of grants awarded and future commitments and have agreed that surplus funds from a financial year will be held in reserves for future grant distribution and education projects.

During the financial year to 5 April 2022 the free reserves have built back up to £34,817 (2021: £19,235). The Trust held no restricred funds at the year end (2021: £4,251).

Plans for future periods

The Mason Trust continues to build contacts in schools and colleges in Norfolk and Suffolk and to encourage more companies to join with us as industry partners, predominantly via involvement with icanbea…. The continued development of icanbea… remains a priority to help us reach as many young people as possible across the region.

In June 2022 we submitted an application to Norfolk County Council who are the lead partner in the Kings Lynn Youth Re-training Pledge project. The aim of the project is to help young people who are facing barriers to learning and employment within the Kings Lynn region. Our application was to expand our Digital Youth Hub Programme in this area. Our application was successful in securing £39,765 for the project.

The Education programme will continue to be developed.

As with many things, Covid19 directly impacted on the Trust's plans to run a fundraising campaign during 2021/22, which had to be suspended and will be re-instigated when circumstances permit, as well as a campaign to raise its profile particularly within the local community where it is based.

Structure, governance and management

Governing document

The Mason Trust was established under a Charitable Trust deed dated 4 March 2008 which sets out the objects and powers of the charity. The charity registered with the Charity Commission on 14 March 2008 (registration number 1123203).

Recruitment and appointment of Trustees

Ms S Mason, Mrs Y Mason and Mr R Waddington were appointed as Trustees on the formation of the Charity. Mrs S Dobson and Mrs N Finch were appointed as Trustees in March 2015.

- 5 -

The Mason Trust

Trustees' annual report (continued)

Year ended 5 April 2022

Structure, governance and management (continued)

Trustees induction and training

On appointment Trustees are provided with copies of:

In addition Trustees are encouraged to read Charity Commission and other newsletters and to attend courses designed to keep them abreast of their duties and responsibilities.

Organisational structure

The charity is governed by the Trustees who meet quarterly to discuss the operational activities and consider funding applications. Mrs Y Mason is Chair of the Trustees.

Risk management

The Trustees are aware of the Charity Commission recommendations to review the risks applicable to the charity and consider the risks to be minimal.

True and Fair override

The accounts (financial statements) have been prepared to give a "true and fair" view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a "true and fair" view. The departure has involved Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) issued in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

Independent examiner

Mr Mark Proctor FCA DChA has been reappointed as independent examiner for the ensuing year.

The trustees' annual report was approved on 2 February 2023 and signed on behalf of the board of trustees by:

Mrs Y Mason Chair

- 6 -

The Mason Trust

Independent examiner's report to the trustees of The Mason Trust

Year ended 5 April 2022

I report to the charity trustees on my examination of the financial statements of the charity for the year ended 5 April 2022 which are set out on pages 8 to 17.

Respective and basis of report

As the charity's trustees you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity's financial statements carried out under section 145 of the 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:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements do not comply with the applicable 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.

Your attention is drawn to the fact that the Charity has prepared the accounts (financial statements) in accordance with 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) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has since been withdrawn.

I understand that this has been done in order for the accounts to provide a true and fair view in accordance with the Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

Mark Proctor FCA DChA Independent Examiner

Lovewell Blake LLP Chartered accountants Bankside 300 Peachman Way Broadland Business Park Norwich NR7 0LB

3 February 2023

- 7 -

The Mason Trust

Statement of financial activities

Year ended 5 April 2022

2022 2021
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 4 77,600 77,600 64,899
Charitable activities 5 75,525 75,525 33,312
   
Total income 77,600 75,525 153,125 98,211
   
Expenditure
Charitable activities 6 (59,900) (81,894) (141,794) (122,285)
   
Total expenditure (59,900) (81,894) (141,794) (122,285)
   
Net income/(expenditure) before transfer of
funds 17,700 (6,369) 11,331 (24,074)
Transfers between funds (2,118) 2,118
   
Net movement in funds 15,582 (4,251) 11,331 (24,074)
Reconciliation of funds
Total funds brought forward 19,235 4,251 23,486 47,560
   
Total funds carried forward 34,817 34,817 23,486
   

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 10 to 17 form part of these financial statements.

- 8 -

The Mason Trust

Balance sheet

5 April 2022

2022 2021
Note £ £ £ £
Current assets
Debtors 12 22,105 27,305
Cash at bank and in hand 40,838 8,046
 
62,943 35,351
Creditors: Amounts falling due within
one year 13 (28,126) (11,865)
 
Net current assets 34,817 23,486
 
Total assets less current liabilities 34,817 23,486
 
Net assets 34,817 23,486
 
Funds of the charity
Restricted funds 4,251
Unrestricted funds 34,817 19,235
 
Total charity funds 15 34,817

23,486


These financial statements were approved by the board of trustees and authorised for issue on 2 February 2023, and are signed on behalf of the board by:

Mrs Y Mason Chair

Mrs S Dobson Trustee

The notes on pages 10 to 17 form part of these financial statements.

- 9 -

The Mason Trust

Notes to the financial statements

Year ended 5 April 2022

1. General information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is Diss Business Centre, Dark Lane, Scole, Diss, IP21 4HD, Norfolk.

2. Statement of compliance

The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with 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 issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102), the Charities Act 2011 and UK Generally Accepted Accounting Practice.

The financial statements have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair view'. This departure has involved following the 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 issued in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

3. Accounting policies

(a) Basis of preparation

The financial statements have been prepared on the historical cost basis.

The financial statements are prepared in sterling, which is the functional currency of the entity.

(b) Going concern

The accounts have been prepared on a going concern basis as the trustees believe that no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure is sufficient for the charity to be able to continue as a going concern.

(c) Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's objectives.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal.

- 10 -

The Mason Trust

Notes to the financial statements (continued)

Year ended 5 April 2022

3. Accounting policies (continued)

(d) Income

All income is included in the Statement of Financial Activities when the charity is entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income:

(e) Expenditure

Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is reported as part of the expenditure to which it relates:

(f) Grants

Grants are recognised in the year in which they are authorised, communicated and become unconditionally payable. Where grants are conditional relating to performance then the grant is only accrued when any unfulfilled conditions are outside the control of the charity.

(g) Operating leases

Lease payments are recognised as an expense over the lease term on a straight-line basis. The aggregate benefit of lease incentives is recognised as a reduction to expense over the lease term, on a straight-line basis.

(h) Tangible assets

All fixed assets are initially recorded at cost.

(i) Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Fixtures and fittings - 25% straight line

- 11 -

The Mason Trust

Notes to the financial statements (continued)

Year ended 5 April 2022

3. Accounting policies (continued)

(j) Financial instruments

A financial asset or a financial liability is recognised only when the entity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

(k) Defined contribution plans

Contributions to defined contribution plans are recognised as an expense in the period in which the related service is provided. Prepaid contributions are recognised as an asset to the extent that the prepayment will lead to a reduction in future payments or a cash refund.

4. Donations and legacies

Unrestricted Restricted Total Funds
Funds Funds 2022
£ £ £
Donations
Donations 77,600 77,600
  
Unrestricted Restricted Total Funds
Funds Funds 2021
£ £ £
Donations
Donations 55,899 9,000 64,899
  
5. Charitable activities
Restricted Total Funds Restricted Total Funds
Funds 2022 Funds 2021
£ £ £ £
Grants 75,525 75,525 33,312 33,312
   

£75,525 (2021: £33,312) of government grants were received for the Digital Youth Hub project; Youth Pledge for Employers project & further development of ICanBeA.

- 12 -

The Mason Trust

Notes to the financial statements (continued)

Year ended 5 April 2022

6. Expenditure on charitable activities

Unrestricted Restricted Total Funds
Funds Funds 2022
£ £ £
Grants
Wages 61,423 61,498 122,921
Rent 7,571 7,571
Administration costs 289 289
Insurance 157 157
Marketing/PR and office costs 1,030 1,030
Bank charges 20 20
Travel expenses 9 9
Website development 5,958 5,958
Recharge overhead cost (14,438) 14,438
Governance costs 3,839 3,839
  
59,900 81,894 141,794
  
Unrestricted Restricted Total Funds
Funds Funds 2021
£ £ £
Grants (625) (625)
Wages 68,120 7,945 76,065
Rent 6,790 6,790
Administration costs 922 922
Insurance 587 587
Marketing/PR and office costs 255 255
Bank charges 128 128
Travel expenses 1,204 1,204
Website development 32,962 32,962
Recharge overhead cost (1,000) 1,000
Governance costs 3,997 3,997
  
80,378 41,907 122,285
  
Analysis of governance costs:
Total Funds Total Funds
2022 2021
£ £
Independent examination fees 2,724 2,520
Independent examiners fees - other financial services 1,115 1,477
 
3,839 3,997
 

Grant awards

No awards were made to individuals or organisations in this financial year, as the Trustees took the decision to focus efforts on the education programme.

- 13 -

The Mason Trust

Notes to the financial statements (continued)

Year ended 5 April 2022

7. Net income/(expenditure)

Net income/(expenditure) is stated after charging/(crediting):

Net income/(expenditure) is stated after charging/(crediting):
2022 2021
£ £
Operating lease rentals 7,571 3,067
 
8. Independent examination fees
2022 2021
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 2,724 2,520
Other financial services 1,115 1,477
 
3,839 3,997
 

9. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as follows:

2022 2021
£ £
Wages and salaries 114,373 72,584
Social Security costs 5,463 1,304
Other pension costs 3,085 2,177
 
122,921 76,065
 

The average head count of employees during the year was 5 (2021: 3).

No employee received employee benefits of more than £60,000 during the year (2021: Nil).

There are no Key Management Personnel due to the trustees being involved in the day to day running of the Trust.

10. Trustee remuneration and expenses

No remuneration or other benefits from employment with the trust or a related entity were received by the trustees.

No trustees received expenses during the year (2021: None).

- 14 -

The Mason Trust

Notes to the financial statements (continued)

Year ended 5 April 2022

11. Tangible fixed assets

Fixtures and
fittings Total
£ £
Cost
At 6 April 2021 6,120 6,120
Disposals (747) (747)
 
At 5 April 2022 5,373 5,373
 
Depreciation
At 6 April 2021 6,120 6,120
Disposals (747) (747)
 
At 5 April 2022 5,373 5,373
 
Carrying amount
At 5 April 2022
 
At 5 April 2021
 
12. Debtors
2022 2021
£ £
Accrued income 9,256 18,673
Other debtors 12,849 8,632
 
22,105 27,305
 
13. Creditors: Amounts falling due within one year
2022 2021
£ £
Trade creditors 3,466 3,030
Accruals 22,724 2,648
Social security and other taxes 1,936 1,467
Other creditors 4,720
 
28,126 11,865
 

Deferred income amounts to £20,000 (2021: £Nil) and relates to a grant received for a project which commenced post year end.

14. Pensions and other post retirement benefits

Defined contribution plans

The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £3,084 (2021: £2,177).

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The Mason Trust

Notes to the financial statements (continued)

Year ended 5 April 2022

15. Analysis of charitable funds

Balance at 6 Balance at 5 Balance at 5
Apr 2021 **Income ** Expenditure Transfers Apr 2022
£ £ £ £
Restricted funds
ICanBeA 4,251 (5,959) 1,708
Youth Pledge for Employers 64,908 (65,318) 410
DWP/Digital Youth Hub Project 10,617 (10,617)
    
4,251 75,525 (81,894) 2,118
Unrestricted funds
General funds 19,235 77,600 (59,900) (2,118) 34,817
    
23,486 153,125 (141,794) 34,817
    
Balance at 6 Balance at 5
Apr 2020 **Income ** Expenditure Transfers Apr 2021
£ £ £ £
Restricted funds
ICanBeA 3,846 42,312 (41,907) 4,251
Unrestricted funds
General funds 43,714 55,899 (80,378) 19,235
    
47,560 98,211 (122,285) 23,486
    

ICanBeA

The ICanBeA fund is related to the development and operating of a website dedicated to assisting Young People in the Norfolk and Suffolk area with work, career and training information.

Youth Pledge for Employers

The Youth Pledge for Employers (YPfE) fund is a three-year project which ends in September 2023. The aim of the project is to engage with small and medium enterprises (SME's) across the New Anglia LEP region, to develop opportunities for young people to engage in work based-experiences, structured employment and sector related learning.

DWP/Digital Youth Hub Project

The DWP have funded a project to deliver a Digital Youth Hub. The aim of the project is to help young people aged 16-24 to overcome barriers into employment. It delivers a bespoke employability plan to young people who are referred to the programme through 2 local job centres (Thetford & Dereham),and provides support in finding a sustainable job. Since the end of the financial year, the project has been extended & expanded to cover the Diss & King's Lynn job centres.

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The Mason Trust

Notes to the financial statements (continued)

Year ended 5 April 2022

16. Analysis of net assets between funds

Unrestricted Restricted Total Funds
Funds Funds 2022
£ £ £
Net current assets 34,817 34,817
  
Net assets 34,817 34,817
  
Unrestricted Restricted Total Funds
Funds Funds 2021
£ £ £
Net current assets 19,235 4,251 23,486
  
Net assets 19,235 4,251 23,486
  

17. Operating lease commitments

The total future minimum lease payments under non-cancellable operating leases are as follows:

2022 2021
£ £
Not later than 1 year 6,988 6,988
Later than 1 year and not later than 5 years 3,494 10,482
 
10,482 17,470
 

18. Related parties

During the year donations from the Trustees, their families and related companies totalled £72,600 (2021: £60,500, of which £9,000 related to Icanbea...).

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