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2023-03-31-accounts

l *ep6,r Ai•sar 91G 2022 / 202 The nk Vis (JLink the visiting scheme

Contents Introduction.. The issue of loneliness Improving social wellbeing Our mission Our highlights 10 Looking ahead 17 Our community. 20 Chair's statement 29 Financial review 30 Trustees, report 32 Independent Examiner's report 33 Reference and administrative details 34 Financial statements 36

The problem Prolonged loneliness is considered by many to be one of the largest public health challenges we face. It puts us at a greater risk of developing dementia, heart disease and depression. It's so serious that it even shortens our life expectancy11}. Specific life circumstances can make older people vulnerable to loneliness, like retirement, being widowed, and being socially Isolated. 121 According to Age UK, people aged 50+ living in England are 5.5 times more likely to be lonely if they don't have someone to open up to when they need to131. In Wokingham, over 3,000 older people are often or always lonely and could greatly benef it f rom our service514}. Our work serves a public benefit as r)ot only does social isolation cause immense suffering for those affected, but it also places great pressure on fam ilies, carer5, health, and social service5.

A new survey of 1,334 health professionals working in GP surgeries in the UK revealed more than a quarter of health professional$127%1 believe their time and NHS resoLJrces are majorly drained by treating lonely people. Nearly a third 132Wol confessed they regularly see patients who come to them because they are just lonely. Minister for Mental Health and Women'5 Health Strategy, Maria Caulfield said.. ' Picking up the phone and chatting to a friendly voice can make the world of difference to sorneone experiencing loneliness, and l applaud those coming forward to volunteer their time. References 111 Campaign to End LonEline55 | 121 Marmalade Trust I 131 Victor, C.'Loneline55 in older age.- the UK per5peiiive' in A9e UK Oxforé5hire120111 1 141 The Census 2021 recorded the populaiion aged 65 and above Wokingham Borwgh wa5 abO￿t 30.500. Amon9 them. it 15 e51imated that TO% lor 3.0501 Feel lonely all or most OF the time. rhe Census 2021 also recorded 7,677 one-person household5 aged 66 years or over. accounting for I l.l% of all hovseh<Jd5 in the borough, or 47.2% among one-person households_"

How we improve social wellbeing The Link Visiting Scheme was Founded 25 years ago to help reduce loneliness amongst older people and to bring generations together in friendship and shared experiences_ We have seen thousands of lives transformed, and we contin ue to reach hundred5 of older people through our work every year. Social well-being is essential for overall health and quality of life. We meet older people at a point in their lives where building and maintaining meaningful relationships, nurturing social connections and seeking out positive interactions becomes difficult if not impossible. This could be due to reduced mental health, chronic health conditions, lack of tran5POrt or a general sense of loss including the bereavement of a loved family member. Through our assessment process. matching and linking UP with volunteers. and providing opportunities to connect to local community activities or group activities we have organi5ed in-house, we are able to help older people begin the journey of building individual connections, relationships and interactions. These are all crucial to contributing to improved wellbeing. where f riendship Can act as a buffer against stress, provide a renewed sense of purpose, build resilience. improve cognitive f unction and combat the serious impact of loneliness.

OUR MISSION The Link Visiting Scheme is a charity reducing loneliness and isolation, enabling friendships and improving the health, wellbeing and independence of our Link Friends. We celebrate and honour older people in our community and help them to have fun!

Our specialist pathway When someone comes to the Link. there are many options open to them and their personal circumstances and we are delighted to See arb increases in the number of Link-ups. We have developed a specialist pathway to support people in their journey to being better connected. As social wellbeing increases, the need for support from outside agencies reduces. We see the transformative impact of our work daily and receive wonderful feedback from our Link Friends who consistently rate our services highly 199.6% rating us as good or excellent in our last survey} and allow us to assess their social wellbeing regularly. This year we achieved 208 Link Ups. An 8° increase on the Previous year. From loneliness to social integration Prevention 1.1 Friendship Groups Activities The Friendship Alliance works to make Link Express offers initial temporary support, followed by a well- matched longer term regular friendship with a volunteer, typically visiting on a weekly or fortnightly basis. 'Friendship Groups, are small local groups of Link Friends and volunteers, designed to increase social integration and self-sufficiency in various locations across the Community activities and Link activities and Wokingham a vibrant, inclusive community by promoting friendship activities. This should events encourage wider engagement, increases social integration and self-sufficiency with a reduced need for Link reduce the demand on our services. Borough. services.

Project overview ACTIVE MINDS Specifically designed for those experiencing symptoms of cognitive impairment, ollr group se55ions allow individuals to grow in confidence, do cognitive exercises and make new friends. Bringing people together is the core of all that we do. We al I crave connection. no matter what our age - it's what makes life worth living. As well as one-to-one befriending and regular activities and events, we have designed and developed projects with quality connection at their heart. KEEPING IN TOUCH Designed to establish communication and provide support for our existing Link Friends who may be at risk of escalating needs_ LINK ONLINE Opening doors to digital group activities, and reducing digital inequality by providing support for Link Friends with tablet computers and individual coaching and support. To date, Link Friend5 have learnt to make online medical appointments, order repeat prescriptions online using the NHS app, book train travel, pay for car parking, search for services and explore interests on YouTube and Google. FRIENDSHIP GROUPS Regular get-togethers with small groups of Link Friends nd volunteers, encouraging connection with a wider s(xial circle in a 5UPPQrtive settin9. COMMUNITY KITCHEN Bringing together Link Friends and volunteers of all ages to prepare. cook and eat delicious food together on a Sunday afternoon once a month. LINK TO NATURE An ongoing seasonal project designed to re-awaken an interest in nature, enrich friendships and improve wèllbeing. Including regular outings, gifts of pot plants to nurture and 9row, events and special interest talks. CHAIR YOGA A six-week course to help older people to get moving gain with gentle exercise to improve flexibility and wellbeing.

Activities and events Alongside our projects, we have pkjt together a programme of group activit*es with the aim of providing regular social interaction. peer support and create a 5en5e of belonging. Group activitie5 are facilitated by a coordinator who enables the group to share experiences, interests and stories with others in order to foster that sense of connection and common ground. Routine and Structure to the week have con515tently bèèn voiced as dramatically Improving wellbeing. Many of our group activities include some physical warm-up, mental stimulation and most importantly an opportunity to laugh, have fun and enjoy that feel-good factorl 'Your dedication to making a positive impact in our community is truly admirable, and we are honoured to be a part of your journey.. Owners of The Dog and Duck (An activity venue in Emmbrookl

Our friends told us Activities and events like Pie and Pint, indoor and outdoor Bowls, Crafts and Coffee. and Quiz and Singalong foster camaraderie and joy, creating meaningful connections and cherished memories. JOHN AND ACTIVE MINDS "Joining thè Link and doing Active Minds has rerninded rne that there is life after 90. JEAN AND LINK TO NATURE These experiences enrich their lives by promoting social interaction, fun, and a sense of belonging. I have joined Link to Nature and really enjoyed the visit to the local gardens. which was such a change from the life I usually lead the past three year5. The four walls have disappeared. CELIA AND COMMUNITY KITCHEN '1 just wanted to say a huge thank you to you and all the volunteers mum had a lovely time at Community Kitchen and loved the 'old music she was in great form that evening and kept saying how much she enjoyed it. A huge thanks to you all again for giving your time, it's hugely appreciated. ALBERT AND PIE AND PINT Albert joined Link Visiting as he was missing interactions with people his own age_ He attended Pie and Pint and sat with Anne and Betty. They got on famously, and now meet up regularly. He brings them to all of our activities, and he says that the charity ha5 given him back his purpose in life. BRIAN AND LINK ONLINE Brian not only loves his classical music". he is also an avid reader of the classics. He wanted to know if he ANNETTE AND PIE AND PINT could get a hard copy of George Eliot'5 Middlemarch. By searching on Google, Brian has found that his local WatÈrstonÈs have a copy. Googlè is fast bècoming Brian's best friend. .1 give The Link l 0/1 O. I was going through a really rough patch and I was basically a recluse, I didn't go out anywhere. It was a case of The Link or nothing they've helped me through a very bad patch.

Volunteers This year we have recruited, inducted, trained and supported 80 volunteers with a current volunteer base of 414 volunteers. Throughout the year we have supported 480 volunteers with 66 leaving the charity due to moving away, change in circumstances or poor health. 25010 reduction on the previous year {881. This year our volunteers provided a huge 47.160 hours of service. transforming lives through quality time. focused attention and mutual friendship. As a direct result of our continued efforts to attract, SUPPOrt and retain volunteers, we are directly investing in our 'volunteer team, and look forward to adding a new p/time Volunteer Co-ordinator to the team. Volunteers join us for a number of Teasons. from wanting to make a direct impact on the lives of older people to a desire to feel more connected in the community themselves as we provide a platform to make f riends, socialise and contribute to our organisation and the wider community. Volunteers enjoy the personalised way we include them, working together to find the right time and day that suits them and working to maximise their interests, skills and abilities. Our satisfaction ratings are consistently 990/0 Positive with an 'excellent or good, rating. 'If you're thinking of volunteering in a way that directly benefits your community and some of the most rewarding and deserving individuals in it, Link Visiting is about as good as it gets.. All volunteers are interviewed, DBS checked, references are collected and then they attend mandatory induction and safeguarding training. Only then do we match them with an older person or engage them in community activities.

OUR HIGHLIGHTS This year we were delighted to receive prestigious awards that underscore our dedication to reducing loneliness through friendship and to the impressive growth we've achieved.

2022 at a glance TOTAL VOLUNTEERS GIVING THEIR TIME: 480 TOTAL LINK FRIENDS SUPPORTED: 607 TOTAL VOLUNTARY HOURS SPENT: 47.160 PERCENTAGE OF LINK FRIENDS WHO RATED OUR SERVICE 'EXCELLENT' 840/0 li

A year of growth jo 400 As of March 31 2023, our client base stood at an impressive count of 550, showcasing a remarkable increase of 15.5°k from the preceding year's tally of 476 clients, as of March 31 2022. Simultaneously, our volunteer network exhibited a gTOWth of 4.3%, reaching a total of 414 volunteers by March 31 2023, compared to the 397 volunteers recorded on the same date in 2022. Remarkably, a significant 73.4% of our volunteers actively participate in our 1=1 befriending initiative, signifying a noteworthy 2.1 % increase compared to the previous year's engagement. 200 100 March 2020 March 2023 which ha5 surged by a staggering 75.2% Since the end of 2020 representing an extraordinary growth trajectory. Managing this growth in demand without undermining the quality of our services, or the well- being of our Link Friends, staff or volunteer5 will be the biggest challenge we face in the coming years. Our expansion has been notably pronounced in several regions within the Wokingham Borough. most notably in Earley, Wokingham, and Woodley. As our organisational presence expands, so does our active contributior) towards reducing, delaying and preventing the need for social services across the Borough. We remain acutely aware of the perpetual strai n on the resources of the Borough's adult services and endeavour to play a pivotal role in reducing their burden. As is custom and practice, we have clients and volunteers moving through the Link on a regular basis and it is important to capture and understand the reasons why. We saw an I l% increase in client leavers and a 25.kn decrease in volunteer leavers in the past 12 months. Our projects, activities and events are more in demand than ever, with us having to restrict acces5 to some of the most popular ones. This year we restarted l O regular group activities which saw a staggering 258 individual activities taking place with over 2.000 attendees. The most astonishing development, over the span of the past three years, lies in the volume of referrals.

Awards We have a unique understanding, not only of the root causes and impacts of loneliness but also of how best to tackle them in the local area. Our expertise is based on year5 of experience and collaboration with and learning from, other organisations both locally and nationally. We have been nationally recognised by receiving the Queen's Award for Voluntary Service. the highest award given to volunteer groups across the UK. In addition, we have received three local awards this year.. l. Berkshire's High Sheriff chose the theme 'unsung heroes. and wanted to award Link volunteers, with special recognition for the Link Online project volunteers. 2. An award from Wokingham Borough's Mayor in recognition for outstanding commitment and contribution. Nominator Lucy Zeal DL said.. ' l am nomi nati ng the Link Visiting Scheme for the outstanding contribution they make to the Wokingham Borough community. I feel the hard work of their staff, volunteers and trustees deserves to be recognised. 3. A Level 5 Outstanding 'lt's Your Neighbourhood Award, with the Royal HorticultLJral Society and Thames and Chilterns in Bloom. Our partnershi p with Wokingham In Bloom and Wokingham Horticultuial Society also contributed to winning a Woking ham In Bloorn Gold award with our Link to Nature project funded by the National Lottery.

Christmas For those who are separated from their families, have lost loved ones, or don't have strong social networks, the emphasis on spending time with larnily arbd friends during Christmas can highlight their feelings of loneliness. Christmas can amplify feelings of grief and intensify sadness and memories ofloss. We are committed to giving everyone we support and the wider community an opportunity to be together and celebrate. Along with a full Christmas programme of events, we also ensure anyone on their own on Christmas Day can enjoy some company, some delicious food and presents too for 12 years running. This year, we offered a hybrid event with home deliveries to those alone and housebound and a group celebration for those who were able. We supported over 100 people with a team of 55 volunteers. This included a small team of professional chefs who worked hard to ensure we all enjoyed a Chri5tma5 day to remernber_ This event is of equal importance to volunteers and older people and a lifÈline for all.

JLink 4 Berkshire the visiting scheme ageuK The Friendship Alliance The Link assumed stewardship ol the Friendship Alliance in April 2022 and works in partnership with Involve Community Services. Age UK Berkshire and Wokingham Volunteer Centre, funded by Wokingham Borough Council. These organisations are all experts in their field with a stfong understanding of the needs of our community and have been operating as an effective partnership since the inception of the Friendship Alliance in 2019. Alliance partners operate independently, continuing to deliver services as discrete charities_ involve Oklllii... Jill Voluntèèr Being part of the Friendship Alliance framework, both complements. and greatly expands, the ability of Wokingham Borough Council to engage with socially isolated people, increases the visibility of the ran9e of services available, and helps charities to manage demand. "Thank you Jayne for all you're doing to raise awareness of these lovely groups. they are providing such important 5UPPQrt. Friendship Alliance PROMOTING FRIENDSHIP INWOKINGHAM BOROUGH

The Friendship Alliance Our stewardship of the Friendship Alliance, led by Project Manager, Jayne Streak, has also provided opportunities to engage across the Borough and be more collaborative. This has facilitated a more This year we have seen impressive growth, with Friendship Tables increasing by 53% and Friendship Champions increasing by 51.8%. harmonised approach to communicating the Link and its key services. Management Setting the direction and ensuring objectives are met Th• Lihk Vi*itln9 S<h•m• Prevention Signposting Bef riending Activities Making Wokingham a vibrant, inclusive community by promoting friendship Fri•nd•hip Allian£• Offering effective advice on support available for people who are lonely I isolated Long term. 1..1 personalised friendship services Groups and events designed to bring the community together Th• Llthk Vl•ltln9 S<h•m• Wokl•9h•m V•lunl••r Centre. lthv•lvè Th• Llnk Vl#ltln9 SÉh•m• Ag• UK B•rk#hir• Inv•lv•

LOOKING AHEAD Outlining the varied and exciting plans to improve and broaden the services which support our community in the year ahead. 17

Looking ahead We were profoundly touched to receive a legacy donation of £150, 000 in 2017 bequeathed to us by one of our Link Friends, William lan Hamilton. This heartfelt contribution exemplifies the appreciation and trust that N r Harnilton had for our service. * Improve our reach to ethnically diverse communities and faith groups ensuring our service offer is accessible to all_ We know that 87°h of residents in the Borough are White, with 13% from ethnic minority backgrounds. 92% aged SO+ are White therefore a key objective for 2023-24 is to reach out to minority group5 acros5 Wokingham Borough with the purpose of broadening the Link's ethnic and cultural diversity. We will do this through collaboration and friendship with the Aisha Mosque, the Ramgarhia Sabha Sikh Centre and our involvement with the Inclusion and Equality Forum. Although delayed in our plans by Covid-19 and the subsequent increased demand and growth of our service, we are now able to leverage this donation to make a lasting and meaningful difference in combatting social isolation. We will further enhance our offer of support and expand our reach in several different ways, including * Enable and improve access to transport options for our service users Launch a weekly 'Friendship Centre, (Link Thursdays at Space for All, hosted at All Saints Church) where those facing the painful impact of loneliness have a warm and welcoming space to go. Connections will be proactively facilitated, and information and practical support is given about activities, groups, clubs or organisations OF interest and to find out about a broad range of services that will help connections such as transport options. * Encourage those who are housebound by providing 'Wellbeing Bags, full of helpful activities, treats, information and support options. * Improve wellbeing, and boost confidence and mood through the use of assisted animal therapy.

OUR COMMUNITY We're constantly inspired by our community of passionate supporters, fundraisers, referrers and partners. In 2023, they grew stronger than ever. When more partners are actively involved we can achieve greater goals and make a larger positive change.

Our team and our trustees Our team 15 comprised of 17 highly skilled, passionate and hard-working people who are committed to transforming lives with f riend5hip. A rise of 54V, from the previous year of I I team members. This wide-ranging group draw5 upon learnings from a variety of industries and backgrounds with one shared goal to bring life-enhancing social connections to older people and volunteers in Wokingham Borough. In this year, we were thrilled to welcome six new team members including a- Activities Coordinator, Keeping In Touch Befriending Officer, Core Services Administrator, Fundraising Manager, Friendship Alliance Administrator and Befriending Officer. We also continue to work with 5 contractors who help us with specialist support and manage the changing demand for our service. In total, we have 9.4 full-time equivalents a rise of 700h from the previous year of 5.5 full-time equivalents. Our growth story owes a significant debt to the invaluable contribution5 of our diverse and dedicated trustees. Hailing from varied backgrounds including large global corporations, national and small charities, and the NHS, their collective expertise forms a dynamic tapestry that drives the success of our organisation. John Mallaghan." Chair, Tony Sweet". Finance Trustee, Laura Mitchell, Gayle Manicom, Kuldip Athwal 21

zi Our partners Our Keeping In Touch project engages with older people who have escalating needs. This year we made 255 signposts to organisations in the borough to prevent the risk of crisis. We are members of the Dementia Partnership along with Age UK Befkshire and Understanding Dementia to deliver a varied programme of activities and support for people living with dementia and their carers. We received 403 referrals. A 7S.2% increase from the financial yeaf end of 2020 to the financial year end of 2023. We are members of the Public Health-led Social Isolation and Loneliness Group ISILI. We are kèy partners in the Voluntary Sector Action Group - a group formed out of the Covid-19 pandemic, composed of key voluntary sector partner5 and decision-makers in Wokingham Borough Council, led by Director of Public Health, Ingrid 51ade.

Our partners told us AMANDA CRACKNELL. SOCIAL PRESCRIBER LEWIS WILLING. HEAD OF HEALTH AND SOCIAL CARE INTEGRATION, BERKSHIRE WEST CCG & WOKINGHAM BOROUGH COUNCIL 'The Link is an absolute lifeline to a number of our patients. As a social prescriber, l am often supporting people who are lonely and isolated, and The Link is the perfect service to refer them to. The feedback I receive is always positive, and I know of many true friendships that have been formed. The impact on their health and wellbeing is evident. The Link also hosts a number of events that bring volunteers and clients together to share in some uplifting social fun. Their Christmas lunch delivery event on Christmas Day brought so much joy to those who wouldn't have seen anyone, it was so heartwarming. 'As a Council, we continue to value the work done by the Link Visiting Scheme. They are key partners to support with our Friendship Alliance Ifor those that are at risk of social i501ationl and our Keeping In Touch project, which was a finalist in the national Municipal Journal Awards this year. On top of these services that the counctl commission there are many invaluable interactions to keep people active in their communities and involved in, build or grow their networks. NIKKI STEWART, SENIOR SOCIAL WORKER ILOCUMI, WOKINGHAM BOROUGH COUNCIL "I have referred to The Link on numerous occasion5," It is a valuable resource in the Wokingham area. It provides people in the community opportunities for engagement, which minimises social isolation. The Link serves to improve wellbeing by having a peer they can rely on lor a regular friendly chat.

Corporate support We work with generous organisations who choose to support The Link Visiting Scheme. They stand by us in countless ways from raising awareness to supporting our team, to generously funding projects in our commur)ity. "The Link Visiting Scheme is an excellent charity that does amazing work throughout the local community. It is life-changing for so many people and makes a real difference. Congratulations to everyone at The Charity and the fantastic volunteers. Mike Lotus. Consultant 'The FSP Foundation Committee were blown away by the amazing work The Link does in the local community. It is clear that the work they do in confronting loneliness in older people is invaluable. Hannah Sims, Associate - Family

Our fundraisers Our fundraisers have done some amazing things to raise money for The Link Visiting Scheme. In 2022. fundraisers planned marathons and skydiving, hosted 901f days and baked cakes - all to raise money for their community. CO-OP LOCAL COMMUNITY FUND "We proudly support groups such as the Link Visiting Scheme as they are making a difference to local families supporting their physical and mental wellbein9. providing access to opportunities to leain new skills and providing food parce15 where needed. Their project also looks at continued skills and training new volunteers to support the befriending service. GRAEME MARSH- HEAD OF FOUNDATION, MCCARTHY STONE FOUNDATION 'The Mccarthy Stone Foundation is proud to work with The Link Vi51ting Scheme, who provide frorit line support for older people experiencing social isolation in the Wokingham area. Our fouridation seeks out local, grassroots organisations who are embedded in their local community, supported by volunteers, and re helping older people to feel valued, connected and engaged to others, and The Link 15 a perfect eXa￿PIe of this. Through the use of unrestricted funding, we trust the team at The Link to know where their need is ANDREW OUGHTON- EDMUND GODSON CHARITY TRUSTEE 'The Edrnund Godson Charity is delighted to be able to support The Link Visiting Scheme, whose friendship based service provides such comfort to the lonely and isolated people that live in Wokingham & the surrounding villages. the greatest and help ensure they can sustain the vitally important parts of the charity that are often hardest to fundraise for. Crucially, we can do so with the confidence that The Link will deliver on their objectives and meet the rising needs of older people in their community.

Our Link Friends RELIEVING STRESS AND PRESSURE THROUGH Bob attended Èach session. He sang for the groupt and Carol says= -He seems like a new man. SOCIAL CONNECTION Bob is 93 and has a diagnosis of dementia. He lives with his wife, who is his sole carer. Bob and Carol were used to living a very active and full life, walking clubs. yoga, art groups, singing and performing, and both musicians. He made a friend, Alan, who he now meets up with at a Link Coffee Morning. And Carol meets with Alan's wife, as they are both carers and support each other. 'Joining The Link and doing Active Minds has rem inded me that there's life alter 901" After Bob's diagnosis and reduced mobility, life became hard for them both, with Bob becoming frustrated and withdrawn which caused Carol to feel Active Minds covered mindfulness and Bob now meditates daily and Carol reminds him to practice breathing exercises when he feels stressed or agitated_ Carol told u5.. '1've been overwhelmed by the support we've received. Bob enjoys his volunteer visitor and I feel like I've got a bit of free time. I want to give back for all the help we've received and l am looking into volunteering. stressed and tired. At the assessment, we referred Carol for a carer's assessment and Bob for a needs assessment_ We arranged for Bob to have a weekly befriender to take him for a walk and consequently give Carol Some much-needed respite. Bob was also interested in attending our Active Minds course. An 8-week course to improve cognitive function, have fLJn and make friends. Although reluctant initially both accepted that it would be beneficial for Bob to socialise and find new Everything feels more manageable now we know we have people to call on whèn life gets tough". "name5 have been changed to Protect anonymity tools to help his memory.

Our Link Friends KEEPING CONNECTIONS THROUGH LINK ONLINE Sheila is one of our Link Friends in her late 90s and has enjoyed a close and supportive friendship with her neighbour for many years. Sheila was anxious and low when her neighbour moved away adding to her feelings of loss. Through individual coaching and support and via the loan of a tablet computer, we were able to Set her up with a WhatsApp account. Not only doe5 Sheila enjoy the company of her Link Online volunteer but she is now able to continue her friendship with her beloved neighbour using WhatsApp to message and talk & video conference as well as exchanging photos. "It'5 made a big difference to me 45 now we can keep in touch. I didn't think I would use a computer but it's not as difficult as I thought. Thank you to my patient volunteer. 'names have been changed io profect anonymiry

Our volunteers told us NATALIE FLORENCE This is a fantastic scheme offering support to the local community. It offers Margaret more social activity and has enriched my life by listening to her stories and being in her company. Thank you I I'm so pleased I signed up. very much enjoy spending time with Betty and having a good chat. often at her home but someti mes at her local pub or at the park nearby. I get just as much out of it as Betty does. l usually take my l-year- old son and they love seeing each other. SARAH SAM Have always foLJnd help when I needed it and the team has always without fail responded. Thank you. 'So very glad I decided to volunteer. Enjoy my Link visits and meet-ups with new people. Thank you. Feel I have benefited so much from my association with Jill. .1 just love going to see Paw, she is always so positive nd happy. We laugh lots and time just fly's by. When I leave I'm already excited to See her again. ALEX CHRIS 'The Link has grown substantially over the last few years and does a superb job of enriching the lives of lonely elderly people. Long may you continue111. "I have had nothing but great experiences with The Link Visiting Scheme 50 far, from the communication and training to my pairing with Val as we get on great together and have lots to talk about. It was been a really rewarding and enriching experience for me. I'm so glad I volunteered. Thank you!. AMANDA 'You are very supportive & definitely have the person's best interests at heart. Very caring.

message from our chair 22123 has been a challenging year, but one where everyone involved - staff, trustees, supporters and particularly our wonderful volunteer family - can feel so proud of the outcomes we have achieved togetherl team who continue to bring so much meaning, friendship, and fun to the lives of our Link Friends. Managing demand and growth will be our number I challenge in the coming years. Staff hours have risen by 70 /0 in the last year, which has a major impact on our fundraising requirements. One result of our success can be seen in the huge increase in new referrals- since 2020 these have risen by 75Yo, which results in a huge drain on staff resources. Successfully managing growth will also require trustees help in strengthening the stewardship of key partners and supporters, evolving to more sustainable, longer teTm fundraising strategies and helping the CEO where required on operational issues and volunteer recruitment. As we enter our 25th year of confronting loneliness in Wokingham Borough, demand for our services continues to grow substantially. The impact of social isolation on individuals, physical health and mental wellbeing, and the drain this has on NHS and social care resources is now well understood. Thankfully, the huge role played by the charity in helping delay, reduce and avoid the need for many of the most vulnerable in the community to require access to these more expensive services is also more widely recognised. On behalf of the Trustee Board, I would like to thank all who have supported us in the last year, with particular thanks for the continuing support of our key strategic partner Wokingham Borough Council. On behalf of all trustees, I war)t to offer huge thanks to our CEO Marjie Walker and her team staff and volunteers - for the incalculable difference they make every day to the lives of our Link Friend5. As an active volunteer l am constantly inspired, and hurnbled, by how much our Link Friends appreciate what we do for them. and to see first hand the smiles and laughter you will find at any of our activities. Thanks to all of you from the people who really matter - our Link Friends for making a difference. The continued growth in demand has been reflected in the increased resources required by the charity. without impacting the quality of our services. We have seen a net increase in Link Friends of over 15°h during the year. and although we sadly saw some experienced staff members move on to other opportunities, we exit the year with a wonderful, motivated JOHN MALLAGHAN CHAIR OF TRUSTEES

Financial review OVERVIEW We work very closely with Wokingham Borough Council IWBCI in providing our services to local residents, and during 2022-23 we were delighted to secure additional funding from this key strategic partner when we assumed stewardship ol the Friendship Alliance in April 2022. Operational costs of the Alliance are funded by WBC, which draw5 on the expertise of a number of charitable organi5ations, greatly Increasing our ability to addre55 the needs o150cially i501ated people within the borough. WBC continued to be our largest single source of funding, contributing around two-thiids of our income from donations and grant$12022.' 57%). Recognition across Wokingham Borough of the positive outcomes we deliver to some of the most VLJlnerable in our community has continued to grow and, as a result, In the year 2022-23 the cost of our charitable activities increased significantly. Our total expenditure for 2022-23 wa5 E363,365, an Increase of 30% compared to £280.069 i the previous year. This recognition is however also reflected in our income last year which at £432,917 was an increase of £1% over £286,728 In 2021-22. This not only more than covered the year's expenditure but contributed to the underlyin9 financial stren9th which allows u5 to deliver quality 5eTvices to an ever-growing client base. We received donations and grants from a further 32 organisations12022.. 46 or9anisationsl which reflects the significant efforts ol our team to meet our fundraising target. We are most grateful lor every single donation received. all of which go towards enabling us to continue our work. A list ol donors can be found in Note 4. Our own lundrai5ing events and activitie5 contributed £7,81012022-. £3,275). INCOME Total income for the year, excluding arnount5 we receive on behalf of and lor onward payment to other organisations, was £432,917,12022: £286,728), analysed as follows". The majoflty of our income continues to be classified as restricted, ie income which the donor directs be applied to specific activities. This is particularly the case for most of our grant income. However, it is important to emphasise that such is the nature of how our donors identify with the aims ol Link Visiting that in practice any restrictions can be accornmodated within our core activities. 2023 2022 Donations 48.141 375,896 7.810 1.070 42,541 240,805 3.275 107 Grants Fundraising activities Interest income and other EXPENDITURE Total 432.917 286,728 Our expenditure on charitable activities for 2022-23 increased by 30% compared to the previous year_ The largest increase was in staff costs which rose by 30% to £276,724 from £212,111 in the previou5 year. The total income for 2023 represents an increase of 56% over last year.

The key reasons for this increase were". The significant growth in our activities has only been possible by increasing the number of people responsible for delivering our services. In 2022 - 23 we welcomed six new members to our team Unrestricted funds at 31 March 2023 are £422,061131 march 2022". £253,673). Following receipt of a large one-off legacy, the trustees solved in 2019 to designate £150,000 of unrestricted funds lor a major project, the details of which to be decided. These plans have been delayed by factors such as the COVID-19 pandemic but remain under review. and they joined us at various times during the year. This expansion accounted for substantially all of the increase in Stall c05t5. including related employment expen5e5 such a5 social security and pension. Direct project costs increased as a function of the incTease in activities during the year. Increases in other overhead costs similarly reflect increased activity levels and higher stall numbers, as well as the inflationary pressures on general services_ The trustee5 continue to rnonitor the charity'5 requirement5 for reserves considering the main risks to the organisation, recognising the need to bridge the 9ap between the spending and receiving ol income and to provide a contingency for emergencies and other unforeseen expenditures_ To help mitigate the risks faced from rapid growth in demand and costs, and the prevailin9 uncertaintie5 In the economic outlook, trustees have resolved that our target is to maintain unrestricted reserves of 50% 01 our CUTrent annual budget," this may be varied if circumstances indicate this is appropriate. FINANCIAL POSITION Net assets incieased from £372,725 on 31st March 2022 to £442,276 on 31st March 2023. Cash resources as at the same date have increased from £366,849 to £462,757. On 31 March 2023, general funds were £272,061 which equates to 75% of the total expenditure incurred in the year then ended and around 60Yo ol our expenditure plans for 2023124. This is higher than the trLJStees' ongoing policy target ol 50% but that policy also rocognises that the actual level of re5erve5 will be subject to short-term fluctuation according to circumstance5. The trustees are satisfied that this level ol funds is The assets of the charity are currently held in current and deposit bank accounts. Should other opportunities arise to invest surplus ftjnds then the trustees WOLJld consider these. this remains under review. At the present time, longer-terrn investment is inappropriate. RESERVES sufficient and appropriate to meet the charity's ongoing activities for the time being. The net surplus lor the year of £69,551 has been added to total funds meaning that these have increased to £442,276 at 31 March 2023131 March 2022.. £372,72SI. RISK MANAGEMENT The trustees have reviewed the risks to which a medi(Jm-sized charity operating with a small nurnber ol full-time and part-time employees is exposed. Appropriate procedures are in place to idefitify, monitor and review these risks on a regular basis. Restricted funds at the beginning of the year were £119,052 and following a detailed analysi5 performed during the yeaT It wa5 established that this amount could be reduced. As a result. the required level of restiicted funds at 31 March 2023 is £20,215. 31

Trustees, report STATEMENT OF TRUSTEES, RESPONSIBILITIES the financial position of the charity and enable them to ensure that the Financial Statements comply with the Charities Act 2011, the Companies Act 2006, the ChaTlty (Accounts and Reportsl Regulations 2008 and the provisions of the Trust Deed. The trustees are responsible for preparing the Trustees, report and the Financial Statements in accordance with applicable law and United Kingdom Accounting Standards {UK Generally Accepted Accounting Practice). They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Company law applicable to charities in England and Wales requi res the trustees to prepare financial statements for each f inancial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements the trustees are required to.. This report was approved by the trustees on 22 November 2023 and signed on their behalf by: Select suitable accounting policies and then apply them consistently.. Observe the methods and principles in the Charities SORP,. Make judgments and accounting 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 operation. John Mallaghan Trustee Antony Sweet Trustee The trustees are responsible for keeping proper accounting records that are sufficient to show and explain the charity'5 transactions and disclose with reasonable accuracy at any time

Independent Examiner's report I report to the charity trustees on my examination of the accounts The Link Visiting Scheme for the period to 315t Marih 2023 Set out on pages 37 to 43. l.accounting records were not kept in respect of The Link Visiting Scheme a5 required by 5eclion 386 01 the 2006 Act., or 2_the accounts do not accord with those records", or 3.the accounts do not comply with the accounting reouirements of section 396 of the 2006 Act other than any requirement that the accounts give a'true and fair view. which 15 not a matter considered a5 part of an independent examination,. or 4.the accounts have not been prepared in accordance with the methods and principle5 of the Staternent of Recommended Practice for accounting and reporting by charities lapplicable to charities preparing their accounts in accordance with the Financial Reporring Standard applicable in the UK and Republic of Ireland IFRS 1021. Respective responsibilities of trustees and examiner A5 the charity'5 Tru5tee5 of The Link Visiting Scheme land a150 It5 director5 for the purposes of company lawl you are responsible fo¥ the preparation ol the accounts in accordance with the iequirements ol the Cornpanie5 Act 20061'the 2006 Act'l. Having satisfied myself that the accounts of The Link Visiting Scheme are not required to be audited under Part 16 of the 2006 Acr and are eligible lor independent examination, I report in respect of my examination of your charity's accounts as cairied out undei section 145 of the Charities Act 2011 I'the 2011 Act'l. In carryin9 Out my examination I have followed the Directions given by the Charity Commission under section 14£lSllbl of the 2011 Act. 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 ol the accounts to be reached. Independent examiner's statement Since Link Visiting Scheme gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I Confirm that l am qualified to Ljndertake the examination because l am a fellow member of the Association of Charity Independent Examiners, which 15 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 me cause to believe.. K Gomes MAAT FCIE Independent Examiner5 Ltd Unit 2,The Broadfields Business Centre Delling Lane Bosharn P018 8NF Si9ned: Date: 06/12/2023

Reference and administrative details GOVERNING DOCUMENT Delay or postpone need to enter residential care homes Delay or postpone need for provision of care at home Irnprove self-confidence and self-esteetll, 5UPPOrting independent Memorandum and Articles of Association incorporated 18 August 2010. OBJECTIVES AND ACTIVITIES Our mission is outlined in the 'About us, section of the Impact Report on pages I to 9. Over 1,000 Link Friends have benefited from otsr services over since the charity was established. We aim to give their lives more purpose and joy, enablin9 them to integrate into the communily and build new, lasting friendships. Improve volunteer social involvement and engagement Indirectly support carers and statutory services. OUR TRUSTEES Mr john Mallaghan- Chairman (Appointed 16 June 20211 Mrs A. Gayle Manicom (Appointed June 20181 Ms Laura Mitchell (Appointed 9 December 20201 Mr Kuldip Athwal (Appointed 23 October 20221 Mr Antony Sweet (Appointed l April 20231 Mr Michael Robeits resigned as a trustee on 22 March 2023. PRINCIPAL ACTIVITIES The Company's principal activity is the provision of a beffiending service for lonelyi isolated elderly people who benefit from a regulai home visit from one of the Company's volunteers. The Company assesses those clients that are reFerred to it from doctors, families and other care agencies, then recruits, DBS checks and trains volunteers from the Wokingham Borough and surrounding area, and matches up a volLJnteer IBefrienderl and client ILink Friendl. based on location, common interests and hobbies. A regular programme of reassessment is also undertaken. A trustee and a director of the company are the same. Appointments and re51gnations of the above persons have been registered at Companies House and with the Charity Commission as appropriate. TRUSTEES. REPORT The trustees confirm that the annual report and financial statements of the Company comply with the Companies Act 2006, tho Charities Act 2011, the Charities Statement ol Recommended Practice IFRS 1021, FRS102 the Financial Reporting Standard applicable In the UK and Republic of Ireland and the Company's Memorandum of Association. PUBLIC BENEFIT All our activities focus on combattino social isolation in the Wokingham Borough and surroundin9 area, and are Ljndertaken to further our charitable purposes for the public benefit. The outcomes that the Company aims to deliver through It5 service5 to benefit individuals, our Communities. and the civic purse are to= Improve activity and mobility for clients Prevent depression and achieve improved mental health

OTHER INFORMATION Link Visiting Scheme - a company limited by 9uaraniee and registered in England and Wales Reglstered charity nurnber.. 1139248 Company registration number.. 07349468 Registered off ice-. The Link Visiting Scheme, The Charity and Community Hub, Wateiford House, Eiftstadt CouTt, Wokingham, RG40 2YF Correspondence address." The Link Visiting Scheme. The Charify and Community Hub, Waterford House, Erftstadt Court, Wokingham, RG40 2YF Independent examiner.. K Gomes MAA T FCIE. Independent Examiner5 Ltd, Unit 2,The Broadfields Business Centre Delling Lane, Bosham, P018 8NF Company Secretary.. Mr Kuldip Athwal Bankers.. The Co-operative Bank Plc, PO Box 200, Skelmersdale. WN8 6DG

FINANCIAL STATEMENTS Thanks to the hard work and generosity of so many, 2022 was our most impactful year yet. We were able to raise more money, grow our team, expand our reach in the community and support even more people in our community.

THE LINK VISITING SCHEME

STATEMENT OF FINANCIAL ACTIVITIES FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023

Notes
Income and Endowments from:
Donations and Legacies
2a
Charitable Activities
2b
Investments
2c
Funding for Other Charities
2a(1)
TOTAL
Expenditure on:
Direct Costs
3a
Charitable Activities
3b
Funding Transferred to Other Charities
3a(1)
TOTAL
NET INCOME/(EXPENDITURE)
NET MOVEMENT IN FUNDS
RECONCILIATION OF FUNDS:
Total Funds Brought Forward
TOTAL FUNDS CARRIED FORWARD		 Unrestricted
Restricted
TOTAL
TOTAL
Funds
Funds
2023
2022
£
£
£
£
170,421
254,092
424,513
283,346
7,810
-
7,810
3,275
594
-
594
107
178,825
254,092
432,917
286,728
-
48,450
48,450
-
178,825
302,542
481,367
286,728
1,462
293,425
294,887
224,456
8,975
59,504
68,479
55,613
10,437
352,929
363,366
280,069
-
48,450
48,450
-
10,437
401,379
411,816
280,069
168,388
(98,837)
69,551
6,659
168,388
(98,837)
69,551
6,659
253,673
119,052
372,725
366,066
422,061
20,215
442,276
372,725

All of the organisation's operations are classed as continuing.

The notes on pages 39 to 43 form part of these financial statements.

37

THE LINK VISITING SCHEME

BALANCE SHEET

Company Registration Number :07349468 AS AT 31 March 2023

Note
Fixed Assets
Tangible assets
8
Current Assets
Debtors
9
Cash at bank and in hand
10
Total Current Assets
Creditors:amounts falling due within one year
11
NET CURRENT ASSETS
TOTAL ASSETSless current liabilities
NET ASSETS
Funds
General Funds
5.3
Restricted Funds
5.4
Designated
5.3
Total Funds		 Unrestricted
Restricted
31-Mar-23 31-Mar-22
Funds
Funds
Total
Total
£
£
£
£
-
-
-
-
326
-
326
8,832
442,542
20,215
462,757
366,849
442,868
20,215
463,083
375,681
20,807
-
20,807
2,957
422,061
20,215
442,276
372,725
422,061
20,215
442,276
372,725
422,061
20,215
442,276
372,725
272,061
-
272,061
103,673
-
20,215
20,215
119,052
150,000
-
150,000
150,000
422,061
20,215
442,276
372,725

The company's financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The Trustees consider that the company is entitled to exemption from the requirement to have an audit under the provisions of section 477 of the Companies Act 2006 ("the Act") and members have not required the company to obtain an audit for the year in question in accordance with section 476 of the Act.

The Trustees acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The financial statements were approved and authorised for issue by the Trustees on 22nd November 2023 and signed on their behalf by:

Print Name : ANTONY SWEET

Signature:

38

THE LINK VISITING SCHEME

NOTES TO THE FINANCIAL STATEMENTS

FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023

1.ACCOUNTING POLICIES

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.

Statement of compliance

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 (FRS 102) (effective 1 January 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). They also comply with the Companies Act 2006 and Charities Act 2011.

Basis of preparation

The Link Visiting Scheme meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern nor any significant areas of uncertainty that affect the carrying value of assets held by the charity.

Income and endowments

All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of the income receivable can be measured reliably.

Donations and legacies

Donations are recognised when the charity has been notified in writing of both the amount and settlement date. In the event that a donation is subject to conditions that require a level of performance by the charity before the charity is entitled to the funds, the income is deferred and not recognised until either those conditions are fully met, or the fulfilment of those conditions is wholly within the control of the charity and it is probable that these conditions will be fulfilled in the reporting period.

Legacy gifts are recognised on a case by case basis following the grant of probate when the administrator/executor for the estate has communicated in writing both the amount and settlement date. In the event that the gift is in the form of an asset other than cash or a financial asset traded on a recognised stock exchange, recognition is subject to the value of the gift being reliably measurable with a degree of reasonable accuracy and the title to the asset having been transferred to the charity.

Deferred income

Deferred income represents amounts received for future periods and is released to incoming resources in the period for which, it has been received. Such income is only deferred when:

Gift aid

Incoming resources from tax reclaims are included in the Statement of Financial Activities at the same time as the gift to which they relate.

Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the institution with whom the funds are deposited.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category.

Charitable activities

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

39

THE LINK VISITING SCHEME

NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023

Tangible fixed assets

The company does not currently have any fixed assets.

Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Liabilities

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably. Liabilities are recognised at the amount that the company anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Pensions and other post retirement obligations

The charity operates a defined contribution pension scheme, which is a pension plan under which fixed contributions are paid into a pension fund and the charity has no legal or constructive obligation to pay further contributions, even if the fund does not hold sufficient assets to pay all employees the benefits relating to employee service in the current and prior periods.

2. ANALYSIS OF INCOME
a) Donations and Legacies
Donations
Grants
4
Other Income
a1) Grant Funding for Other Charities
Funding transferred to Other Charities
5
b) Charitable Activities
Events
Fundraising
c) Investment Income
Interest Received		 Unrestricted
Restricted
TOTAL
TOTAL
Funds
Funds
2023
2022
£
£
£
£
48,141
-
48,141
42,541
121,804
254,092
375,896
240,805
476
-
476
-
170,421
254,092
424,513
283,346
-
48,450
48,450
-
170,421
302,542
472,963
283,346
3,522
-
3,522
2,828
4,288
-
4,288
447
7,810
-
7,810
3,275
594
-
594
107
594
-
594
107

40

THE LINK VISITING SCHEME

NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023

3. ANALYSIS OF EXPENDITURE
Note
a) Direct Costs
Cost of Fund Generation - Fund Raising
Cost of Providing Charitable Activities
5.3
Staff Costs
6
a1) Direct Costs
Funding transferred to Other Charities
5
b) Charitable Activities
Note
Accountancy and Consultancy Fees
5.3
DBS Checks
5.3
Covid Related Costs
5.3
Independent examiner's fee
Insurance
Marketing costs
5.3
Office, Computer Equipment
Payroll Services
Post & stationery
5.3
Professional Memberships
Recruitment
Rent, Electricity & Cleaning
5.3
Social Events and Activities
5.3
Staff Training
5.3
Sundry Expenses
5.3
Telephone & IT Costs
5.3
Travel & subsistence
5.3
Volunteer Training/Expenses
5.3		 Unrestricted
Restricted
TOTAL
TOTAL
Funds
Funds
2023
2022
£
£
£
£
1,462
-
1,462
100
-
16,701
16,701
12,245
-
276,724
276,724
212,111
1,462
293,425
294,887
224,456
-
48,450
48,450
-
1,462
341,875
343,337
224,456
Unrestricted
Restricted
TOTAL
TOTAL
Funds
Funds
2023
2022
£
£
£
£
3,940
9,600
13,540
9,696
-
728
728
578
-
-
-
1,647
2,040
-
2,040
3,939
1,527
-
1,527
3,190
-
4,692
4,692
6,081
-
-
-
1,500
313
-
313
312
-
7,667
7,667
6,519
219
-
219
210
299
-
299
175
-
5,434
5,434
4,933
-
3,447
3,447
-
-
1,495
1,495
991
637
350
987
-
-
18,894
18,894
13,324
-
6,232
6,232
1,653
-
965
965
865
8,975
59,504
68,479
55,613

4. Income from Grants and Donations

We acknowledge and extend a heartfelt thanks to the following organisations who kindly supported The Link Visiting Scheme during the year ended March 2023 :

Arborfield and Newland Parish Council Barkham Parish Council Charvil Parish Council Earley Town Council Finchampstead Parish Council Hurst Parish Council Shinfield Parish Council Sonning Parish Council Spencers Wood & Grazeley PCC Swallowfield Parish Council Wokingham Borough Council Winnersh Parish Council Wokingham Town Council Wokingham Without Parish Council Woodley Town Council Wokingham United Charities 52 Lives Arnold Clark Community Fund Aviva Charity Foundation Barchester Charitable Foundation

Berkshire Community Foundation Bucks Healthcare NHS Trust Easthampstead Rotary Club Edward Gostling Foundation Field Seymour Parkes Foundation Haines Hill Charitable Trust Hedley Foundation Invesco Cares Foundation Masonic Charitable Foundation McCarthy Stone Foundation Mobbs Memorial Trust Shanly Foundation Sir Jules Thorn Charitable Trust Syder Foundation The Englefield Charitable Trust The February Foundation The Morris Beneficent Fund The National Lottery Community Fund (Link to Nature) The Persimmon Charitable Foundation

41

THE LINK VISITING SCHEME

NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023

5.1 Designated Funds
Current Year
Designated Funds		 Balance
General
Balance
1.4.22
Income
Expenditure
Transfer
31.3.23
£
£
£
£
£
150,000
-
-
-
150,000
150,000
-
-
-
150,000

The Trustees have approved spend in the year ending March 2024 of £75,000 from the £150,000 designated fund bequeaths in 2017. Further funds may be approved for release during the year depending on progress on other projects.

General Funds
Total Unrestricted
5.3 Restricted Funds
Restricted Funds
Christmas
Core Activities
Friends for Ages
Community Kitchen
Friendship Groups
Link to Nature
Re-Integration
Pathway
Winter
Befriending
Computers
Wokingham Borough Council
Friendship Alliance
Active Minds
Keeping in Touch
Total Funds 2023
Prior Year
Designated Funds
General Funds
Total Unrestricted
Restricted Funds
Total Funds 2022
5.2 General Funds		 Balance
General
Balance
1.4.22
Income
Expenditure
Transfer
31.3.23
£
£
£
£
£
103,673
178,825
10,437
-
272,061
103,673
178,825
10,437
-
272,061
253,673
178,825
10,437
-
422,061
Balance
General
Balance
1.4.22
Income
Expenditure
Transfer
31.3.23
£
£
£
£
£
5,793
19,000
19,704
-
5,089
4,748
500
18,138
12,890
-
2,890
-
(2,890)
-
9,885
7,619
4,984
(10,000)
2,520
9,588
4,800
13,188
-
1,200
13,931
19,175
24,503
-
8,603
-
10,031
10,031
-
-
7,500
1,400
8,900
-
-
-
3,500
3,500
-
-
-
10,148
7,345
-
2,803
-
2,632
2,632
-
-
54,335
78,805
112,925
-
20,215
63,918
167,504
231,422
-
-
799
20,233
21,032
-
-
-
36,000
36,000
-
-
64,717
223,737
288,454
-
-
119,052
302,542
401,379
-
20,215
372,725
481,367
411,816
-
442,276
Balance
General
Balance
1.4.21
Income
Expenditure
Transfer
31.3.22
£
£
£
£
£
150,000
-
-
-
150,000
122,422
138,412
157,161
-
103,673
272,422
138,412
157,161
-
253,673
93,643
148,317
122,908
-
119,052
366,065
286,729
280,069
-
372,725

42

THE LINK VISITING SCHEME

NOTES TO THE FINANCIAL STATEMENTS (continued)

FOR THE FINANCIAL YEAR ENDED 31 MARCH 2023

6. STAFF COSTS AND NUMBERS
Gross Wages and Salaries
Employer's National Insurance Costs
Pension Contributions
The average number of persons employed during the year was as follows:		 2023
2022
£
£
254,351
196,371
16,892
11,377
5,481
4,363
276,724
212,111
12
9

The average number of persons employed during the year was as follows:

7. TRUSTEES' REMUNERATION AND EXPENSES

No trustee received any remuneration or fees in the current or preceding year. The daughter of the CEO received consultancy fees of £4,692 (2022: £6,081) for work in relation to website design, communications and marketing.

8. TANGIBLE FIXED ASSETS

There are no tangible fixed assets. The Company expenses all individual capital items under £500 in the period of purchase.

9. DEBTORS AND PREPAYMENTS
Debtors
10. CASH AT BANK AND IN HAND
Cash at bank and on hand
Total		 Unrestricted
Restricted
Total
Total
Fund
Fund
2023
2022
£
£
£
£
326
-
326
8,832
326
-
326
8,832
Unrestricted
Restricted
2023
2022
Fund
Fund
Total
£
£
£
£
£
442,542
20,215
462,757
366,849
442,542
20,215
462,757
366,849

11. CREDITORS AND ACCRUALS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Creditors
Other Taxation and Social Security
Other Creditors		 Unrestricted
Restricted
Total
Total
Fund
Fund
2023
2022
£
£
£
£
13,375
-
13,375
2,957
5,392
-
5,392
-
2,040
-
2,040
-
20,807
-
20,807
2,957

43