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2022-09-30-accounts

Registered Charity Number 1126051 Registered Company Number 06378794

Warrington Mencap Report and Accounts For The Year Ended 30 September 2022

Warrington Mencap
Report and accounts
Contents
Page
Charity and Company information 1
Trustees' Report
2
Statement of Directors'/Trustees' Responsibilities 4
Independent Examiner's report 5 to 6
Statement of total recognised gains and losses 7 to 9
Movements in Accumulated Funds 10
Balance sheet
11 to 12
Detailed Statement of Financial Activities 21 to 23

Warrington Mencap The report of the trustees for the year ended 30 September 2022 Introduction

Name, registered office and constitution of the charity

The legal registration details are:Date of incorporation 21-Sep-07 Company Registration Number 06378794 The Registered Office is 14 Small Avenue, Warrington, WA2 9ET Charity Registration Number 1126051 The telephone number is 01925 232260

Objectives and Activities of the Charity

A summary of the objects of the charity as set out in its governing document.

The charity's objects are the relief of people with learning disabilities by the provision of help and support for them, their families, dependents and carers.

Public benefit that is provided by the charity

The charity provides an improvement in the life styles of those with learning difficulties and assist in achieving personal contributions to the local community. The charity provides improvements in residents' living standards by improving and maintaining residential properties.

The charity provides extra comforts to specific individuals.

Summary of main activities of the charity in relation to its objects

T he charity provided both residential accommodation and outreach support to clients throughout the year.

A review of charitable activities undertaken by the charity

The charity provided residential accommodation on five sites in the Warrington area. At any time there were approximately fifteen residents. In addition, support was provided on an outreach basis for a number of clients. Social activities were regularly organised for members.

Summary of the main achievements of the charity during the year

The charity provided both residential accommodation and outreach support to clients throughout the year.

1

Warrington Mencap The report of the trustees for the year ended 30 September 2022 Structure, Governance and Management

Nature of the Governing Document and constitution of the charity

The charity is an incorporated association governed by a trust deed. Eligibility for membership of the charity and membership of the board of trustees is governed by the trust deed. There are no restrictions in the governing document on the operation of the charity or on its investment powers other than those imposed by general charity law.

The methods adopted for the recruitment and appointment of new trustees

The trustees are appointed at the charity's Annual General Meeting from the executive committee of trustees.

Any casual vacancy arising during the year is filled by the executive committee of trustees who is appointed at the next Annual General Meeting. No third party has the right to appoint a trustee.

The policies and procedures adopted for the induction and training of trustees. Staff receive full training in first aid, food hygiene, fire marshalling, handling, risk assessment and in respect of vulnerable adults.

The organisational structure of the charity and how decisions are made.

The trustees delegate the day to day management of the trust to 3 managers covering the areas of operational and financial management.

The trustees review the major risks faced by the charity and by maintaining reserves at current levels and by annually reviewing financial systems believe that the charity will have sufficient resources to meet adverse conditions. Staff receive training in respect of vulnerable adults, first aid, food hygiene, fire marshalling, handling and risk assessment.

Financial Review Policies on reserves

Reserves have been increased to current levels and will continue to be maintained at such levels that the charity is sufficiently robust to weather any future adverse conditions.

Availability and adequacy of assets of each of the funds

The board of trustees is satisfied that the charity's assets in each fund are available and adequate to fulfil its obligations in respect of each fund.

Transactions and Financial position

The financial statements are set out on pages 7 to20. The financial statements have been prepared implementing the 2005 Revision of the Statement of Recommended Practice for Accounting and Reporting by Charities issued by the Charity Commission for England and Wales (revised in June 2008) and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008). As stated in the introduction to this report, the trustees consider the financial performance by the charity during the year to have been satisfactory.

2

Warrington Mencap

The report of the trustees for the year ended 30 September 2022 Transactions and Financial position

The financial statements are set out on pages 12 to 20. The financial statements have been prepared implementing the 2005 Revision of the Statement of Recommended Practice for Accounting and Reporting by Charities issued by the Charity Commission for England and Wales (revised in June 2008) and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008). As stated in the introduction to this report, the trustees consider the financial performance by the charity during the year to have been satisfactory.

The Statement of Financial Activities show net outgoing/incoming resources for the year of a revenue nature of £41,873 (prior year £41,848) and net realised outgoing/incoming resources of a capital nature of £1,756 (prior year £3,804), making net overall realised incoming/outgoing resources of £40,117(prior year £38,044).

The total reserves at the year end after accounting for unrealised losses/ after revaluing investments of £274,357 (prior year £234,240), stand at £274,357(prior year £234,240). Free unrestricted liquid reserves amounted to £400,649 (prior year £286,783). Specific changes in fixed assets

Changes in fixed assets are shown in detail in the notes to the accounts. Additions of plant and machinery of £1,756 were made in the year whilst no assets were disposed during the year.

Share Capital

The company is limited by guarantee and therefore has no share capital.

The name of the Chief Executive Officer and other senior staff member(s) to whom day to day management of the charity is delegated by the charity trustees. John Chamberlain-chairperson Gill Selkirk-manager Derek Stewart-finance

The members of the Board of Trustees of the Charity during the year ended

30th September 2021 were John Chamberlain John Muir Andrew Mc Dade

All the directors of the company are also trustees of the charity and their responsibilities include all the responsibilities of directors under the Companies Acts and of trustees under the Charities Acts.

The members of the Board of Trustees of the Charity at the date the report and accounts were approved were:-

John Chamberlain John Muir Andrew Mc Dade

Bankers

HSBC 11 Bridge Street Warrington WA1 2EY

3

Warrington Mencap

The report of the trustees for the year ended 30 September 2022 Independent Examiner

Paul McLachlan Chartered Certified Accountant 47 Manvers Road Childwall Liverpool L16 3NP

Statement of Directors' and Trustees' Responsibilities

The Charities Act and the Companies Act require the Board of Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity as at the end of the financial year and of the surplus or deficit of the charity. In preparing those financial statements the Board is required to:

select suitable accounting policies and the apply them consistently, make judgements and estimates that are reasonable and prudent and prepare the financial statements on the going concern basis unless it is Inappropriate to presume that the charity will continue in business. state whether applicable accounting standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements.

The trustees are also responsible for the contents of the trustees' report and the responsibility of the independent examiner in relation to the trustees' report is limited to examining the report and ensuring that, on the face of the report, there are no inconsistencies with the figures disclosed in the financial statements.

Method of preparation of accounts

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime. This report was approved by the board of trustees on 11th October 2022

.

John Chamberlain Director and Trustee Approved by the board of trustees on 1st June 2023

4

Warrington Mencap

Independent Examiner's Report to the trustees of the charity

I report on the financial statements of the Charity on pages 7 to 20 for the year ended 30 September 2022 which have been prepared in accordance with the Charities Act 2011 (the Act) and with the Financial Reporting Standard for Smaller Entities (FRSSE), effective April 2008, as modified by the Statement of Recommended Practice for Accounting and Reporting issued by the Charity Commissioners for England & Wales, effective April 2005 as modified in June 2008. (The SORP), under the historical cost convention and the accounting policies set out on page 13.

Respective responsibilities of trustees and examiner .

As described on page 1, the Charity's trustees, who are also the directors of the company for the purposes of company law, are responsible for the preparation of the financial statements.

The trustees are satisfied that the audit requirement of Section 144(1) of the Act does not apply and that the accounts do not require an audit in accordance with Part 16 of the Companies Act 2006 and that no member or members have requested an audit pursuant to section 476 of the Companies Act 2006, and that there is no requirement in the governing document or constitution of the Charity for the conducting of an audit. As a consequence, the trustees have elected that the financial statements be subject to independent examination. Having satisfied myself that the charity is not subject to audit under company law, or otherwise, and is eligible for independent examination, it is my responsibility to:

a) examine the accounts under section 145 of the Act;

b) to follow the procedures laid down in the General Directions given by the Charity Commission under section 145(5)(b) of the Act; and;

c) to state whether particular matters have come to my attention.

Basis of opinion and scope of work undertaken

I conducted my examination in accordance with the General Directions given by the Charity

Commissioners for England & Wales setting out the duties of an independent examiner issued by the Charity Commissioners under section 145(5)(b) of the Act) in relation to the conducting of an independent examination, referred to above. An independent examination includes a review of the accounting records kept by the Charity and of the accounting systems employed by the Charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements, and seeking explanations from you as trustees concerning such matters. The purpose of the examination is to establish as far as possible that there have been no breaches of the Charities legislation and that the financial statements comply with the SORP, on a test basis, of evidence relevant to the amounts and disclosures in the financial statements.

The procedures undertaken do not provide all the evidence that would be required in an audit , and information supplied by the trustees in the course of the examination is not subjected to audit tests or enquiries, and consequently I do not express an audit opinion on the view given by the financial statements, and in particular, I express no opinion as to whether the financial statements give a true and fair view of the affairs of the charity, and my report is limited to the matters set out in the statement below.

5

Warrington Mencap

I ndependent examiner’s report to the directors of Warrington Mencap

I report to the charity trustees on my examination of the accounts of Warrington Mencap for the year ending 30[th] September 2022.

Responsibilities and basis of report

As the Directors of Warrington Mencap, you are responsible for the preparation of the accounts of the charity in accordance with the requirements of the Charities Act 2011 (‘the Act’). You are satisfied that the accounts of charity are not required by law to be audited and have chosen instead to have an independently examination.

I report in respect of my examination of the accounts. I have carried out my examination under section 145 of the 2011 Act. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act. An independent examination does not involve gathering all the evidence that would be required in an audit and consequently does not cover all the matters that an auditor considers in giving their opinion on the accounts. The planning and conduct of an audit goes beyond the limited assurance that an independent examiner can provide. Consequently, I express no opinion as to whether the accounts present a ‘true and fair’ view and my report to is limited those specific matters set out in the independent examiners statement.

Independent examiner’s statement

Since the company’s gross turnover exceeded £250,000 your examination must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of ACCA, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving cause to believe.

I confirm that there are no other matters to which your attention should be drawn to enable a proper understanding of the accounts to be reached.

Signed……………………………. Paul McLachlan Association of Chartered Certified Accountants

47 Manvers Road, Childwall, Liverpool L16 3NP

Dated…………………………………….

6

Warrington Mencap

Statement of Financial Activities

for the year ended 30th September 2022

Unrestricted
Funds
Notes
2022
Incoming Resources
£
Incoming resources from generated funds

Voluntary Income
641,243
Investment Income
211
Other Incoming Resources

Total incoming resources
641,454
Costs of Charitable activities
593,982
Governance Costs
510
Total resources expended
594,492
Net incoming resources

before transfers between funds
46,962
Gross transfers between funds
Net incoming resources before

Other recognised gains and losses
46,962
Other recognised gains and losses


Net movements in funds
46,962
Interfund Transfers
1,766
Total funds brought forward
174,069

Total funds carried forward
222,799
Restricted
Funds
2022
£

31,348

0


31,348

38,193

38,193


-6,846

-6,846


-6,846

-1,766

60,171

51,559
Total

2022
£

672,591

211


672,802

632,175
510
632,685



40,117

40,117

40,117

0

234,240

274,357
Last Year
Total Funds
2021
£

613,396

21

613,417

574,841
532
575,373


38,044
38,044

38,044

0

196,196
234,240

The net movement in funds referred to above is the net incoming resources as defined in the SORP and is reconciled to the total funds shown in the Balance Sheet on page 9 as required by to the SORP.

All activities derive from continuing operations

The notes on pages 16 to 23 form an integral part of these accounts.

7

Warrington Mencap

Statement of Financial Activities

for the year ended 30th September 2022

Income and Expenditure Accounts as required by the Companies Act for the year ended 30 September 2022

Turnover
Direct costs of turnover
Gross surplus
Governance Costs
Operating surplus
Gains on disposal of fixed assets
Interest receivable
Surplus on ordinary activities before tax
Surplus for financial year
Gift Aid payments
Retained surplus for the financial year
All activities derive from continuing operations
2022
£
672,591
632,175
40,416
510

39,906
211

40,117
40,117
40,117
2021
£
613,396
574,841
38,555
532
38,023
21
38,044
38,044
38,044

The notes on pages 16 to 23 form an integral part of these accounts.

8

Warrington Mencap Statement of Financial Activities for the year ended 30th September 2022

Statement of Total Recognised Gains and Losses
for the year ended 30 September 2022
Excess of Expenditure over income before realisation of as-
sets
losses on disposal of fixed assets used by the Charity
Profit per Profit and Loss ac-
count
Grants for the acquisition of fixed assets
Net movement in funds before taxation
2022
£
40,117
40,117
40,117
2021
£
38,044
38,044
38,044

Movements in revenue and capital funds for the year ending 30 September 2020

Revenue accumulated funds
Accumulated funds brought for-
ward
Recognised gains and losses before transfers

Closing revenue accumulated funds
Unrestricted Restricted
Total
Last year
Funds
Funds
Funds
Funds
2022
2022
2022
2021
£
£
£
£
174,069
60,171 234,240
196,196
46,962
-6,846
40,117
38,044
221,032
53,325274,357
234,240
221,032
53,325274,357
234,240

9

Warrington Mencap Statement of Financial Activities for the year ended 30th September 2021

Summary of funds
Designated Unrestricted Restricted Total Last year
Funds Funds Funds Funds Funds
2022 2022 2022 2022 2021
£ £ £ £ £
Revenue accumulated funds 0
222,799

51,559
274,357 234,240

The statement of changes in resources applied for fixed assets for Charity use is shown in the notes to the accounts

The notes on pages 16 to 23 form an integral part of these accounts.

10

Warrington Mencap

Balance Sheet as at 30 September 2022

Intangible assets
Tangible assets
Total fixed assets
Current assets
Debtors
Cash at bank and
in hand
Total current assets
Creditors:-
amounts due within one year
Net current assets
Total assets less current liabilities
Creditors:-
amounts due more than one
year
Provision for liabilities and charges
Net assets excluding pensions assets/liability
Net assets including pensions assets/liability
The funds of the charity
Unrestricted income funds
Unrestricted revenue accumulated funds
Designated reve-
nue funds
Unrestricted capital funds
Designated fixed
assets
Total unrestricted funds
Restricted revenue funds
Restricted revenue accumulat-
ed funds
Restricted fixed asset funds
Total restricted funds
Total charity funds
2022
£
4,122
4,122
7,568
400,649
408,217
137,982

270,235

274,357
274,357

274,357
222,799
222,799
51,559
51,559

274,357
2021
£
3,397
3,397
26,918
286,783
313,701
82,858
230,843
234,240
234,240
234,240
174,070
174,070
60,170
60,170
234,240

11

Warrington Mencap Company Number 06378794 Balance Sheet as at 30 September 2022

The directors are satisfied that for the year ended on 30th September 2021 the charitable company was entitled to exemption from the requirement to obtain an audit under section 477 of the Companies Act 2006 and that no member or members have required the company to obtain an audit of its accounts for the year in question in accordance with section 476 of the Act. However, in accordance with section 145 of the Charities Act 2011, the accounts have been examined by an Independent Examiner whose report appears on page 6.

The Director(s) acknowledge their responsibility for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of accounts.

The accounts have been prepared in accordance with the provisions in Part 15 of the Companies Act 2006 applicable to companies subject to the small companies regime and in accordance with the Financial Reporting Standard for Smaller Entities ( effective April 2008).

John Muir Director and Trustee Approved by the board of trustees on 1st June 2023

The notes on pages 13 to 26 form an integral part of these accounts.

12

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

1 Accounting policies Basis of preparation of the accounts

The financial statements have been prepared in accordance with the Financial Reporting Standard for Smaller Entities (FRSSE), effective April 2008, and all other applicable accounting standards, as modified by the Statement of Recommended Practice for Accounting and Reporting issued by the Charity Commissioners for England & Wales, (revised June 2008) (The SORP). The accounts have been drawn up in accordance with the provisions of the Charities (Accounts and Reports) Regulations 2008 and the Companies Act 2006, and include the results of the charity's operations which are described in the Trustees' Report, all of which are continuing. Insofar as the SORP requires compliance with specific Financial Reporting Standards other than the FRSSE then the specific Financial Reporting Standards have been followed where their requirements differ from those of the FRSSE.

Advantage has been taken of Section 396(5) of The Companies Act 2006 to allow the format of the financial statements to be adapted to reflect the special nature of the charity's operation and in order to comply with the requirements of the SORP. The charity has taken advantage of the exemption in the FRSSE from the requirement to produce a cash flow statement.

The particular accounting policies adopted are set out below.

Accounting convention

The financial statements are prepared, on a going concern basis, under the historical cost convention.

The charity is entirely dependent on continuing grant aid and as a consequence the going concern basis is also dependent on the continuing grant aid.

Incoming Resources

Incoming resources are accounted for on a receivable basis.

Except as described under the 'Deferred Income' accounting policy all grants, including grants for the purchase of fixed assets , are recognised in full in the Statement of Financial Activities in the year in which they are receivable.

Investment income

Dividends are included in the income and expenditure account when they are declared at an amount which includes the tax credit recoverable from the Inland Revenue. Rental income is included in the income and expenditure account net of collection charges on a receivable basis.

Bank Interest received is included on an actual receipts basis.

13

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

Deferred income

In accordance with the SORP grants received in advance and specified by the donor as relating to specific accounting periods or alternatively which are subject to conditions which are still to be met, and which are outside the control of the charity or where it is uncertain whether the conditions can or will be met, are deferred on an accruals basis to the period to which they relate. Such deferrals are shown in the notes to the accounts and the sums involved are shown as creditors in the accounts.

Recognition of liabilities

Liabilities are recognised on the accruals basis in accordance with normal accounting principles, modified where necessary in accordance with the guidance given in the SORP.

Resources Expended

The policy for including items within the relevant activity categories of resources expended is accounted for on an accruals basis and aggregated under costs related to that category. In particular the policy for including items within costs of generating funds, charitable activities and governance costs is

Costs of generating funds

The costs of raising and generating funds shall include dealing costs, and management and advisory fees incurred in respect of investment management .

Charitable activities

Charitable expenditure shall include all expenditure directly related to the objects of the charity including the following :

The cost of goods and services and ancillary trading costs that have been incurred in charitable activities. The Manager and Associate Manager are involved with project development and therefore the relevant salary costs are treated as direct charitable expenditure.

Governance costs

Governance costs include all expenditure directly related to the administration of the charity including expenditure incurred in the management of the charity's assets, organisational administration and compliance with charitable and statutory requirements.

Allocation of costs within types of resources expended

The methods and principles for the allocation and apportionment of all costs between the different activity categories of resources set out above are :-

The methods and principles for the allocation and apportionment of all costs between the different activity categories of resources set out above are based on the test of whether a cost directly contributes to the particular related source of income. Such identifiable costs are apportioned to the specific activity, whereas all other costs are allocated to support costs of charitable activities. Resources expended include attributable VAT which cannot be recovered.

14

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

Unrealised and realised gains

Realised gains and losses are included in the accounts on the date at which a contractual obligation is entered into. Unrealised gains and losses are computed by reference to the market value of the investments at the balance sheet date, compared to the brought forward cost or valuation, and gains and losses arising on similar categories of investments are netted off.

Fixed assets and depreciation

All tangible fixed assets, except freehold land and buildings, are stated at cost less depreciation. Freehold land and buildings are stated at a valuation arrived at by a professionally qualified firm of valuers, who valued the assets on the basis of open market value in current use.

Items of less than £100 are not capitalised.

Depreciation has been provided at the following rates in order to write off the assets (less their estimated residual value ) over their estimated useful economic lives.

Plant and machinery 20% reducing balance

A regular annual review of the likelihood of asset impairment is undertaken.

Taxation

As a registered charity, the company is exempt from income and corporation tax to the extent that its income and gains are applicable to charitable purposes only. Value Added Tax is not recoverable by the company , and is therefore included in the relevant costs in the Statement of Financial Activities.

Finance and operating leases

Rentals payable in respect of operating leases where substantially all the benefits and risks of ownership remain with the lesser are charged to the Statement of Financial Activities as incurred. Finance leases are accounted for in accordance with the requirements of the Financial Reporting Standard for Smaller Entities (FRSSE), effective April 2008.

Funds structure policy

The charity maintains a general unrestricted fund which represents funds which are expendable at the discretion of the trustees in furtherance of the objects of the charity. Such funds may be held in order to finance both working capital and capital investment.

Restricted funds have been provided to the charity for particular purposes, and it is the policy of the board of trustees to carefully the monitor the application of those funds in accordance with the restrictions placed upon them.

15

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

A fixed asset fund is maintained which represents the written down value of tangible fixed assets, and is divided into a restricted fixed asset fund representing the written down value of those assets subject to restrictions, with the balance being in a designated fund representing the written down value of those assets free of restrictions. The detailed operation of these funds is described under the accounting policy ' Capital grants'

There is no formal policy of transfer between funds or on the allocation of funds to designated funds, other than that described above.

Any other proposed transfer between funds would be considered on the particular circumstances.

2 Winding up or dissolution of the charity

If upon winding up or dissolution of the charity there remain any assets, after the satisfaction of all debts and liabilities, the assets represented by the accumulated fund shall be transferred to some other charitable body or bodies having similar objects to the charity.

3 Surplus for the financial year 2022 2021
£ £
This is stated after crediting:-
Revenue Turnover from ordinary activities 672,591 613,396

and after charging:-
Depreciation of owed fixed assets 1030 189
Rentals under operating lessees 28,776 27600
Auditors' remuneration
510 492

4 Detailed analysis of certain transactions required by the 2005 revision to the Statement

of Recommended Practice for Accounting and Reporting issued by the Charity Commissioners for England & Wales (effective April 2005 and revised May 2008)

Various items of support costs and charitable expenditure which are required by the SORP to be disclosed in the notes to the accounts are set out in the Detailed Schedule to the Statement of Financial Activities and its appendices on pages 21 to 27, which should be read together with

these notes. An analysis of support costs by activity (TABLE 4) is included in the detailed schedule to the Statement of Financial Activities and should be cross referred in this text.

An analysis of charitable expenditure by activity (TABLE 5) is included in the detailed schedule to the Statement of Financial Activities and should be cross referred in this text

5 Material legacies that have been notified but not included in the Statement of Financial Activities

None

16

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

6 Investment income 2022 2021
£ £
Bank deposits investment received
211 21
7 Staff Costs and Emoluments 2022 2021
£ £
Gross salaries
536,830 495,334

Numbers of full time employees of full time equivalents
2022 2021
19 19

17

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

8 Trustees' remuneration

remuneration, either in the current year or the prior year.

9 Tangible functional fixed assets

10Debtors
Trade debtors
Other debtors

11Creditors; amounts falling due within one year
Accruals & Creditors
Social security & other
taxes

Asset cost, valuation or revalued amount
At 1 October 2021
Additions
At 30 September 2022
Accumulated depreciation and impairment provisions
At 1 October 2021
Depreciation on revaluation
Charge for the year
At 30 September 2022
Net book value
At 30 September 2022
At 30 September 2021
2022
2021
£
£
1,395
1,089
6,174
25,829
7,568
26,918
2022
2021
£
£
111,251
64,067
21,145
18,790
132,396
82,858
Plant
Machinery &
Vehicles
£
18053
1756
19810
14656
1030
15686
4124
3397
2022
2021
£
£
1,395
1,089
6,174
25,829
7,568
26,918
2022
2021
£
£
111,251
64,067
21,145
18,790
132,396
82,858
Plant
Machinery &
Vehicles
£
18053
1756
19810
14656
1030
15686
4124
3397
26,918
2021
£

64,067
18,790
82,858

18

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

12Analysis of the Net movements in Funds

Net Movement in funds from Statement of Financial Activities

Net recourses applied on functional assets

Net movement in funds available for future activities
2022
£
40,117
0
40,117
2021
£

38,044
0
38,044

13 Particulars of Individual Funds and analysis of assets and liabilities representing funds

At 30 September 2022

Tangible Fixed assets
Current Assets
Current Liabilities

At 1 October 2021

Tangible Fixed assets
Current Assets
Current Liabilities
Unrestricted
funds
£
4,122
356,659
-137,982
222,799
Unrestricted
funds
£
3,397
253,531
-82,858
174,070

Designat-
ed
funds
£

0

0
0
0

Designat-
ed
funds
£

0

0
0
0
Restrict-
ed
funds
£

0

51,559
0
51,559
Restrict-
ed
funds
£

0

60,170
0
60,170
Total
funds
£

4,122

408,217
-137,982
274,357
Total
funds
£

3,397

313,701
-82,858
234,240

The individual funds included above are:-

Unrestricted Funds
Restricted Funds:
Funds at
2021

£
174,070
60,170
234,240
Move-
ment

in

Funds
as below
£

48,728
-8,611
40,117
Transfers
Between
funds

£

0
0
0

Funds at

2022
£

222,799
51,559
274,357

19

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

Analysis of movements in funds as shown in table above

Unrestricted Funds

Restricted Funds:
Incoming

Resources
£
641,454
31,348
672,802
Outgoing
Re-
sources
£

594,492
38,193
632,685
Gains &

Losses
£

0
0
0
Movement
in funds
£

46,962
-6,845
40,117

Restricted funds can only be used in accordance with the restricted purposes of the charity's objects. These restrictions arise when specified by the donor or when funds are raised for specific purposes. Such restricted funds include:

The advertising fund in which grants from the community chest are to be applied to the purchase of display boards and advertising materials.

The comfort fund in which monies received are applied to specific individuals to provide extra comforts.

The maintenance fund in which funds received are used to maintain residential property in order to improve the residents' living standards.

Supporting people-office accommodation fund as part of an increase in support payments for the cost of moving to a new office.

Supporting people-training grant as part of an increase in support payments for the training of staff to a higher level.

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

15 Endowment Funds

The charity had no endowment funds in the years ended 30 September 2021 or 2022.

16 Share Capital

The charity is incorporated under the Companies Acts and is limited by guarantee, each member having undertaken to contribute such amounts not exceeding one pound as may be required in the event of the company being wound up whilst he or she is still a member or within one year thereafter

There are 3 members of the company ( 2021 - 3 members).

20

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

This schedule is an intrinsic part of the accounts required to comply with the 2008 Revision of the Statement of Recommended Practice for Accounting and Reporting issued by the Charity Commissioners for England & Wales, revised June 2008. However, it is not a part of the statutory accounts required under the provisions of the Companies Act 2006 in relation to incorporated charities.

Incoming Resources
Incoming Resources from generated
funds
Government and public bodies
Incoming resources of a revenue nature
Home Income
Donations
Outreach
Recovery of Costs for staff taking Covid-19 Tests
Other Income
Extra Comforts
Recovery of Travel Costs
WBC Covid-19 Contingency Grants
WBC Infection Control Grant & Rapid Testing
Grants
WBC Workforce Retention Grant
RMS Southern Div re Lets Get Digital Grant
RMS Southern Div re Lets Get Digital Grant
Transfer of Funds from Mid Cheshire Mencap
Friday Club; Transfer of funds
Maintenance Fund Contributions
Total
Total Grants, Legacies and Donations Received
Total Voluntary Income
Investment Income
Investment Income (Bank Interest)
Total Investment Income
Other incoming resources
Losses on disposal of fixed assets used by Charity
Total Incoming Resources
Charitable expenditure
Support costs of charitable activities
Direct support costs
Wages & salaries- charitable activities
Travel Costs- charitable activities
Unrestricted
funds
£
606,668
4,104
29,865
0
350
0
257
0
0
0
0
0
0
0
0
641,243
641,243
641,243
211


211
0


0
641,454
426,765
4,162
430,926

Restrict-
ed
funds
£

0

0

0

0

0

7,198

0

0

2,610

7,326

2,262

835

0

736
10,380
31,348
31,348
31,348

0



0

0



0

31,348

0
0
0
Total
funds

£

606,668

4,104

29,865

0

350

7,198

257

0

2,610

7,326

2,262

835

0

736
10,380
672,591
672,591
672,591

211



211

0



0

672,802

426,765
4,162
430,926
Prior Peri-
od
Total funds
£

535,595

935

30,456

1705

1,077

6,302

54

1,590

4453

0

6,500

0

8375

4480
11,874
613,396
613,396
613,396

21

21

0

0

613,417

403,926
449
404,375

21

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

This schedule is an intrinsic part of the accounts required to comply with the 2008 Revision of the Statement of Recommended Practice for Accounting and Reporting issued by the Charity Commissioners for England & Wales, revised June 2008. However, it is not a part of the statutory accounts required under the provisions of the Companies Act 2006 in relation to incorporated charities.

Management and administration costs in support of charitable activities

Staff costs in support of charitable activities
Salaries- Administrative staff



Indirect employee costs

Training and welfare

Travel and subsistence

PPE Expenditure

DBS Check Payments



Premises Costs

Rent Payable

Insurance

Other Property Costs

Garden Maintenance



General administrative expenses

Telephone and fax

Stationery and printing

Subscriptions

Software

Bank Charges & Interest Charges

Sundry expenses



Professional fees in support of charitable activities
Professional Fees



Other support costs

Depreciation of assets used for charitable purposes
Extra Comforts


Total Support costs

Unrestricted
funds
£
110,065
110,065
765
512
0
558
1,835
29,745
5,129
6,035
0
40,909

1524
1179
386
474
60
794
4,417

4,800
4,800
1,030
0
1,030
593,981

Restrict-
ed
funds
£
7,359
7,359

0

0

0
0
0

0

0

12,416
1120
13,536



0

0

0

0

0
8,675
8674.69
0
0

0
8,623
8,623
38,193
Total
funds

£
117,424
117,424

765

512

0
558
1,835

29,745

5,129

18,451
1,120
54,445



1,524

1,179

386

474

60
9,468
13,092
4,800
4,800

1,030
8,623
9,653
632,174
Prior Peri-
od
Total funds
£
96940
96940

699

2209

500
326
3,734

27,600

4,399

25,064
1,120
58,184


1588

1272

403

371

0
1059
4,693
2313
2,313

1161
3,442
4,603
574,841

22

Warrington Mencap Notes to the Accounts for the year ended 30 September 2022

This schedule is an intrinsic part of the accounts required to comply with the 2008 Revision of the

Statement of Recommended Practice for Accounting and Reporting issued by the Charity Commissioners

for England & Wales, revised June 2008. However, it is not a part of the statutory accounts required

under the provisions of the Companies Act 2006 in relation to incorporated charities.

Management and administration costs in support of charitable activities

Unrestricted
funds
£
Support costs and grants paid
Costs reallocated from charity support costs
Total Expended on Charitable Activities
593,981

Governance costs that are not direct management functions inherent
funds, service delivery and programme or project work

Specific governance costs
Auditors' remuneration

510
Total governance costs

510

Unrestricted
funds
£
Profit/Loss on Disposal of Assets
0

0

Restrict-
ed
Total
funds
funds

£
£

38,193
632,174
in generating

0
510
0
510

Restrict-
ed
Total
funds
funds

£
£
0
0
0
0
Prior Peri-
od
Total funds
£

574,841
532
532
Prior Peri-
od
Total funds
£
0
0

23

2021 Total £ 613,396 0 21 0 0 613,417 0 0 0 574,841 532 0 575,373 38,044
2022 Total £ 672591 0 211 0 0 672,802 0 0 0 632,175 510 0 632,685 40,117
0 0 0 0 0 0 0 0 0 0 0 0 0 0
Actvity 5 £ 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Actvity 4 £ 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Actvity 3 £ 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other
Actvity 2
Actvites £
£
672,591 0 211 0 0 672,802 0 0 0 632,175 510 0 632,685 40,117
0 0 0 0 0 0 0 0 0 0 0 0 0 0
Analysis of total incoming & outgoing Resources by actvity for the year ending 30 September 2022 Fundraising £ Incoming resources from generated funds Voluntary Income Activities for generating funds Investment income Incoming resources from charitable actvites Other Incoming Resources
Total Incoming Resources Cost of generatng funds Cost of generating voluntary income Fundraising trading-costs of goods and other costs Investment management costs Cost of chartable actvites Governance costs Other resources expended
Total resources expended Net incoming Recourses by actvity
2021 Total £ 570,461 2,313 371 0 573,145
2022 Total £ 626,901 4,800 474 0 632,175
0 0 0 0 0
Actvity 5 £ 0 0 0 0 0
Actvity 4 £ 0 0 0 0 0
for the year ending 30 September 2022 Fundraising
Other
Actvity 2
Actvity 3
Actvites £
£
£
£
Nature of support costs Management
0
626,901
0
Finance
0
4,800
0
Information technology
0
474
0
Human Resources
0
0
0
Total support costs analysis by actvity
0
632,175
0
2022
2021
£
£
The above amounts are shown in accounts as Support costs for generating voluntary income
0
0
Support costs for fundraising
0
0
Support costs for charitable activities
632,175
573,145
Support costs for grants paid
0
0
632,175
573,145
2021 Total £ 570,461 2,313 371 0 573,145
2022 Total £ 626,901 4,800 474 0 632,175
0 0 0 0 0
Actvity 5 £ 0 0 0 0 0
Actvity 4 £ 0 0 0 0 0
Analysis of Total Support Costs by actvity for the year ending 30 September 2022 Fundraising
Other
Actvity 2
Actvity 3
Actvites £
£
£
£
Nature of support costs Management
0
626,901
0
Finance
0
4,800
0
Information technology
0
474
0
Human Resources
0
0
0
Total support costs analysis by actvity
0
632,175
0
2022
2021
£
£
The above amounts are shown in accounts as Support costs for generating voluntary income
0
0
Support costs for fundraising
0
0
Support costs for charitable activities
632,175
573,145
Support costs for grants paid
0
0
632,175
573,145