Burton and District Annual Report 2020-21 Annual Report 2020-21
Burton and District Contents Chairperson's Annual Report 2020-21............................................................................................... Key services we delivered over 2020-21........................................................................................... About Burton and District Mind.......................................................................................................... Treasurer's Report................................................................................................................................... Chief Officer's Report 2020-21............................................................................................................ Operations Manager's Report and Report on Staffordshire & Stoke Wellbeing Service..8 Development & Sustainability Report................................................................................................ Mindfulness Sessions............................................................................................................................. 11 Building Better Opportunities Evolve Report................................................................................12 Key Stats for BBO Evolve Project......................................................................................................12 Trent and Dove Floating Mental Health Support Worker Report............................................13 Young Person's Counselling Service Report..................................................................................14 Thinkwell. Low-cost and Private Counselling Repart..................................................................15 Annual Report 2020-21
Burton and District Chairperson's Annual Report 2020-21 Another ever changing year at Burton and District Mind. Coronavirus has certainly thrown a curve ball at the world. We have met this challenge by adapting the ways we operate, successfully fulfilling our contracts. whilst ensuring mental health services can be accessed by those in need. Throughout this time. we have maintained our existing high standards and by expanding our service provision geographically. None of this could be achieved if it were not for Lynne and the amazing team at Burton and District Mind. The Burton and District Mind services have been ready and available throughout the pandemic. offered support all year and signposted to additional services. As always. I would like to offer my very sincere thanks to all trustees for their support. help and continued commitment over this past year. It is to be noted that two of our trustees have decided to step down. I would like to thank on behalf of Burton and District Mind. firstly Ron Dougan for his very valuable contributions and experience of being a CEO at Trent & Dove Housing. This has been invaluable on many levels, assisting our growth. Secondly Mr Brian Johnson, a founder member of Burton and District Mind and involved for over thirty years. He has brought. humour and character to our organisation with a commitment that never wavered. Certainly'mr Burton Mind.. we wish him a relaxing. peaceful retirement. As trustees we have all needed to embrace the changes necessary. The meetings now via zoom whilst not ideal. have enabled us to fulfil our roles of decision making. monitoring our strategic and operational plans. We now look forward to a year of stability and growth. hopefully 'normality' will be with us. Ken Builth. Burton and District Mind Chair to the Trustee Board of Directors Key services we delivered over 2020-21 Staffordshire Wellbeing Service Non IAPT Counselling for East Staffordshire. Lichfield District and Tamworth Borough Staffardshire County Council Thinkwell Counselling Children in Need Young Persons Counselling Evolve Building Better Opportunities Employment Service Trent & Dove Housing Floating Mental Health Support Low Cost Counselling Mindfulness and Holistic Therapy Toyota Charitable Trust funded Ecotherapy Community Help across East St3ffDrdshire. Lichfield District and Tamworth Borough Annual Report 2020-21
Burton and District About Burton and District Mind Established since 1991. Burton and District Mind pride ourselves on delivering compassionate and high quality mental health services. We have consistently provided our community with opportunities for people with mental health problems, delivered emotional support and practical. helpful solutions. Burton and District Mind is a charity registered in England and Wales (1003397) and a company limited by guarantee: 07438326. We won't give up until everyone who experiences a mental health problem gets both support and respect. Our Vision We provide advice and support to empower anyone experiencing a mental health problem. We campaign to improve services, raise awareness and promote understanding. Our Mission Service Quality Client Focus Integrity Respect Our Values Inclusivity Our Area of Service -East Staffordshiro Burton on Trent Uttoxeter -Liehfield District Llchfield Burntwood -Tamworth LICHFIELD Annual Report 2020-21
Burton and District Treasurer's Report My last report looked forward more optimistically thanks to the hard work and determination by everyone during the year. The end of last year reserves in the Legacies and Fundraising Designated Funds were amalgamated into a Development Fund to finance the newly created Development and Sustainability Officer role. Burton and District Mlnd continues to face and respond to chalLenges with a large degree of success. We continue to seek opportunities to develop our range of services and work continues in this area. Our respect, standing and reputation in the surrounding areas continues to grow as a result. As in previous years. the good work of our Board Members continues, keeping a close eye on our cash flow and seeking to identify new fundin9 Streams outside of our core counselling funding. We continue to broaden our base to help secure our future in these changing and challenging times. We are continuing to develop our private counselling and holistic therapy model with increasing and promising use so far. As an addendum to my last report. I commented on impending staff changes. These changes resulted in a review of our staff structure with Lynne in a new role as Chief Officer. Anthea as our new Finance Officer. and Kerijoined us as Development and Sustainability Officer. With this strengthened team we are now in a strong position to develop our work into a much wider geographical area of influence. I am pleased to report that due to extensive effort by our stronger team in securing new funding streams and associated work, we continue to establish I would like to pass on my personal thanks our financial viability. I regularly reassess to the many people that have been part of the level of our emergency reserves fund.1• the Burton and District Mind journey over currently £30,000. the last year. A special mention here for Despite the challenges of Covid-19 and Lynne, Keri, Zainera who continue to largely due to the extensive work by our develop our services to help those whom team our Unrestricted (General) Fund has they have a passion to support and improved to £69,958 compared to including Anthea who does the day-to-day £32.924 in 2020, £44,971 in 2019. £46,571 hands-on financial work making my role in 2018. £51.946 in 2017. £38.791 in 2016. very much easier. £30,563 in 2015. New funding streams are important to our future and I trust that success in our applications will continue to stabilise our finances and strengthen our Core Values even further. As Burton and District Mind is preparing to celebrate our 30 years. anniversary this report brings even more confidence for the future. Well done everyone. Chris Rimmer, Treasurer to the Trustee Board of Directors Annual Report 2020-21
Burton and District Chief Officer's Report 2020-21 It has been a year of challengos and Changes for Burton and District Mind. Burton and District Mind took the brave decision to invest in developrnent last year with the addition of a new Development and Sustainability role. We successfully recruited Keri Lawrence into this new role in Oct 2020. Keri has substantial third sector experience within previous role at South Staffordshire Network for Mental Health and more recently within a community based recycling charity. Keri has been a great addition to the team and has already made a positive impact on our services and projects. Part of our aim was to develop services on the footprint of the new Improving Access to Psychological Therapies (IAPT) sub-contract areas of Lichfield, Burntwood and Tamworth. Keri has made good in-roads to these areas even during lockdown. Further developments have been around the addition of Community Champions. associates and volunteers and this has really helped us manage the extra demand for mental health support that the impact of Covid-19 has created. This time last year none of us could have envisaged the havoc that Covid-19 would reap upon the world and the impact we would all experience in one way or another. We have experienced spikes and lulls in service demand based largely upon government restrictions throughout the pandemic. as we now begin to gradually see a reduction to government restrictions the demand For our services and projects is beginning to raise very noticeably. Also. last year Linda Bateman. our Finance Officer. took the decision to retire to spend more time with her grandchildren after more than nine years as Finance Officer. I'd like to take this opportunity to thank Linda for all her commitment and dedication and wish her a long and happy retirement. In June 2020 we werejoined by Anthea Howard. our new Finance Officer. Anthe3 has been a great addition and has settled into our team beautifully. Anthea brings Annual Report 2020-21
Burton and District with her a huge knowledge of accountancy which will further support our future development. Burton and District Mind commenced the Midlands Partnership NHS Foundation Trust IAPT suwcontract in April 2020, providing Non IAPT counselling to East Staffordshire. Lichfield. Burntwood and Tamworth. We redesigned our counselling team for this contract. Zainera, Emma and Dene. three of our original team of counsellors secured employed roles within the MPFT contract and we completed our team in December 2020 by two new counselling colleagues Daniel and David. This contract has given us greater security as it will run for 3 years with a possible further extension of 24 months. continue to provide serlice choice for our community. Our main office remained staffed during the pandemic. the Building Better Opportunities project and Trent & Dove support continued remotely as did our Mindfulness and counselling services. I'm incredibly proud that our services didn't close for a single operational day for our participants throughout the Pandemic. And as we approached the end of summer 2020 we were able to safely launch Ecotherapy which we provided on the Muddy Boots garden at the rear of our building. this was an amazing success and a really important support for those participants that accessed the project. We have experienced a challenging and unexpected year and changes to our services and our team at Burton and District Mind. I would like to express my gratitude and thanks to every one of our team for their amazing personal and professional resilience. commitment and support for one another during this astonishing and challenging year. IiTh".I" As Burton and District Mind had been known for many years as a provider of high quality counselling services we also developed a private counselling option and secured funding to provide a low-cost counselling option for our clients. By developing these additional options. we have been able to secure on-going work for our self-employed associate counsellors who have provided counselling services to our clients for many years and Thank you all so very much. Lynne Barrell. Chief Officer Annual Report 2020-21
Burton and District Operations Manager's Report and Report on Staffordshire & Stoke Wellbeing Service clients to the appropriate talking treatment provider within the wider team. We recruited three counsellors from our existing Burton and District Mind team and have employed two new counsellars. Daniel Harris and David Petch completed our team in December 2020. •MPFT NHS Midlands Partnership NHS Foundation Trust A Keele University Teaching Trust Going over the last year we have had many changes and new additions to the team of Alongside the Non IAPT counselling. we Burton and District Mind. It has been have seen our new Low Cost and Private wonderful to work with the new staff. counselling projects increase, this has volunteers and counsellors over this been due to client choice and clients last year and see our team grow. preferring the direct route into our From May 2020, we began our new services. These additional services are contract as 3 sub-contractor to Midlands staffed by our remaining counsellors who Partnership NHS Foundation Trust on the have continued providing our services to new Staffordshire Welbeing Service clients that have chosen to pay for their providing the Non IAPT counselling treatment. Our remaining counsellors have alongside the IAPT service. The Non IAPT Iso supported clients through the service provides counselling which is Staffordshire County Council Thinkwell similar to what we previously provided project and the Children in Need funded within the East Staffs CCG counselling Young Person Counselling. contract. The purpose of the The team have really pulled together and commissioning changes was to provide an have adapted brilliantly with the changes equitable talking treatment service across and have continued providing the highest Staffordshire. quality to our clients. It has also been Additionally, as part of this contract • amazing to see new services such as Peer Burton and District Mind cover East Groups and Ecotherapy starting which has Staffordshire as before and Burntwood. enhanced what we provide to our clients. Lichfield and Tamworth. k, It truly has been an evertful year with The Team have completed 571 many changes and new opportunities treatments over the annual period. on the horizon, which will hopefully seo There is now a single point of access for us expand our mental health support Into other avenues. I am excited to see the Staffordshire community to self-refer to the Staffordshire Wellbeing Team who what the future holds and pleased to be a part of it. complete the assessments and allocate Zainera Liaqat. Operations Manager Annual Report 2020-21
Burton and District Development & Sustainability Report In October 2020, 1 commenced a Development and Sustainability Programme. based on an extensive community mapping exercise, with the following successes as of 31 March 2021: l Burntwood, Lichfield & Tamworth Communities Overarching Goal Burton and District Mind to increase sustainable capacity through geographical and community growth. income diversification and increased participant and volunteer involvement. in preparation for future Mental Health contracts The goal here is to provide a Community Help provision. we can respond quickly and accurately to requests for advice and guidance by introducing Peer Support Groups and Community Help visits to existing groups in the areas. We would build on this community development to identify further mental health need for project provision, opportunity for fundraising and increasing our bank of associates to deliver projects. or people on work experience programmes: Development Associates support with the office function, strategy and operational planning. They might support with funding bids, recruitment and with communications. Community Help Associates support with the Community Help project as above. they deliver Peer Support Groups, visit local services and help with facilitated groups. I have established links with 'Burntwood Be A Friend., Lichfield Waterworks Trust. Forest Harvest and others in view to secure funding for Ecotherapy projects across Lichfield District. I have created networks with Tamworth Community Together. Lichfield Open Door of Hope, South Staffordshire Network for Mental Health. Spark Burntwood. and with Social Prescribing Link Workers in the area. Both of the above roles are flexible enough to wrap around the needs and aspirations of the volunteers. All volunteers benefit from a full induction and training programme. We have provided a Community Help service for Burntwood foodbanks and provided Mindfulness sessions with Spark. As of 31 March 2021. we have seven active volunteers. 2 Volunteering Programme We have modernised and energised the Volunteer Programme to appeal to people with lived experience of mental health problems. professionals looking for career changes or productive retirement activity, 3 Commercial Modelling We have modernised our online presence and branding in preparing for the new Mind brand, this new branding and campaigns are sUPPOrtin9 our Low Cost Annual Report 2020-21
Burton and District Counselling offer. our volLJnteer recruitment and workplace health offer. We have been successful in our joint application for the Midlands Engine Mental Health Productivity Pilot and will be taking an two new staff in order to support this exciting initiative to support people with mental health problems in the workplace. Harvest, who has been able to support and broaden our Ecotherapy offer to a high level of skill and participant s3tisf3Ction. We have started an internal newsletter to support internal communication. particularly helpful whilst we have been homeworking. We have reviewed our internal participant processes and identified need around Customer Relations Management and more effective and meaningful Participant Involvement and Influence. We are seeking funding and resources to support these activities. 4. Increased Capacity and Infrastructure We have increased the number of associates that we work with and the range of skills available. A key success is our partnership with Nick Burton at Forest Keri Lawrence. Development and Sustainability Officer Toyota Manufacturing Charitable Trust funded our Ecotherapy project which concluded in November 2020. in partnership with Muddy Boots and the Broadway Social Enterprise CIC. TOYOTA TMUK CHARITABLE TRUST A•q n4 1124¢n Ke S+>hsfoS NUthr of itHJivKthIsp Nuntr ofses(M$rQTh.. g Key ski#5 leamt. Minthtne5s. Soury Seed5. ptithr Herbs. Buiklng Plants. Making Friends ondvalue of Peer Supp(rl "p(rtssupp(¥te(t 11 Feedback Survey Results off tkn youbelieyelhol attending ihis gro hoshelpedyourmenlolujellbeing yDubehevethololtendirbg ho5helpEd Wel1bng Dii y)ubelevelhtrf wutrKJve le(IrDpd thiiigscb)vl ¥cok)gUOndyrDwThglhrys? Oo ItM% gr()uphastr1P9 wcicticÈ MindfLdThèss? yOubeevethththe groupho5Tnet wurD5Se&5 Tr( How likely Is rt thttwu repe(1 the oroupor (kn gA)mething sirNlor In thefiJlure? 1000/. 100% 100% 100% 1000/. 100% Happy 40 tthme 40 spcnJ l ar7 40 k2ve IW14 1 2M 40 I rtau +0 ry *lx Annual Report 2020-21 io
Burton and District Mindfulness Sessions Face to face Mindfulness sessions. funded by the L & O Lloyd grant. through The Community Foundation of Staffordshire, commenced on 22. September 2020. There were 14 sessions with the 'Muddy Boots, groups until 3rd November 2020. Feedback on Mindfulness SI was very s¢eptl¢aL at flrst as to whether the Mlndful Sesslons would help me with my stress situation, but I soon became aware that my concerns were unfounded as I started to feel much better. The Community Foundation for Staffordshire 161 flnd these sesslons oxtremely valuable. The positive affirmations Combined with deep breathing exercises really help me to calm my mind. Lalita's volce Is relaxlng In Itself. Due to another lockdown. the Mindfulness sessions resumed via Zoom. These took place on Wednesday and Thursday mornings. Two participants were unable to access Zoom sessions so I called them instead (keeping sessions as inclusive as possible). The sessions provided a space far participants to feel less isolated, comforted and a reminder that during this pandemic self-care has never been needed more. 51 M indfulness sessions took place from P October until 315t March 2021. 1 was asked to facilitate 10 sessions of Mindfulness for Burntwoad Spark parents. volunteers and staff which was very well received. IThe sessions really helped me refocus on the present and help wlth stress and anxiety I've been going through due to the pandemic. They help me relax and to be more equipped to cope with life's adverslty. l also feel happler and calmer after the sessions. Thank you. II have never done anything like this before and I can honestly say I have really enjoyed It. The last two weeks have been dlfflcult for me personally and these sessions have been extremely helpful in aiding me to 'switch offl, so thank you. Hopofuily you WILL run more of these sesslons as they have beon r•ally beneficlaL One participant even logged onto his Zoom session in hospital, having been admitted because of a kidney stone. Many clients have expressed gratitude for the Mindfulness sessions. some have been sceptical initially. particularly those that find themselves constantly ruminating about the past and the future. I have a couple of clients wha still prefer not to show their faces and prefer not to talk so these sessions have been invaluable. Lalita Heier, Holistic Therapist and Mindfulness Coach Annual Report 2020-21
Burton and District Building Better Opportunities Evolve Report COMMUNITY FUND Burton and District Mind continue to be a partner on the Steps to Work Building Better Opportunities Evolve Project. Currently. I have 29 clients on my caseload for the BBO Evolve project, supporting clients with employability, inclLJding CV writing skills. helping clients build IT skills. learning how to job search, filing in job applications. interview techniques along with building client confidence, self-esteem and motivation and helping them become independent. Clients who are on BBO Evolve project also have access to Burton and District Mind's other projects and services to get support with anxiety and depression, to reduce social isolation. confidence building and careers counselling. BBO Evolve Client Feedback I would Ilke to say a great blg thank you for dolng my CV. I hav• had mor• Int•r•st from •mploy•r$ wlth th• CV that you dld for me, compared to the CV that the Jobcentre done for me. Thank you for alL the support that you have glvgn me... Fa5t4orward slx months later, I have now Set up my own buslnes5, whl¢h Is dolng really well. I now know my worth, whi¢h 1$ $¢m•thing I thought l?d n•v•r say. Y•$, I still have days when I?m down, but they're nothlng Ilke before. I now Ilke myself, I'm proud of myself and how far Ie come and I Couldn't have gotten to thls polnt wlthout th15 amazlng servlce Thank you 50 much for aLI that you do. I really wouldn't be where I am today wlthout your h•lp.... The project helps clients move forward. overcome barriers to good mental health and move towards education, training or even into employment. Covid-19 has affected the running of the project. but I have found ways to adapt and continue. hitting projects targets and KPIS set by'steps To Work,. I have continued to provide remote support for clients who are vulnerable and unable to attend the office whether it is because of health issues or childcare issues. along with ongoing face-to-face appointments available for those who feel confident to come to office. Key Stats for BBO Evolve Project 2017- Apr 2019 20 starts made on the project 5 results into education / employment / job searching May 2019- 2021 to present 50 starts made on the project 26 results in to education / employment / job searching Apr 2020 to Mar 2021 15 starts during (Covid19 lockdown period) 9 exits into education / employment / job parchinq (via Cnvid19 lorkdnwn pprind) Amina Miah, Building Better Opportunities Coordinator Annual Report 2020-21 12
Burton and District Trent and Dove Floating Mental Health Support Worker Report Trent Dove Transforming Homes. Lives & Communities A big impact an the SUPPDrt and working conditions has been due to the Covid-19 pandemic. Having a number of lock downs over the I have supported tenants to claim past twelve months. meant working from•1 £3.544.18 in housin9 berbefit back date home. with clients & new referrals having or Discretionary Housing Payments. plus been contacted via phone. The pandemic supported a number ofclients with has presented a number of new challenges benefit tribunals, to challenge DWP and new uncertainties, which has led to decision on benefit claims, with positive high levels of anxiety and stress for Trent outcomes for clients. A total of & Dove tenants with regards to cgoIng £2.164.63 in funds had been secured via support. charity grants. to enable clients to buy Setting up office space at the Burton and essential furniture items. white goods District Mind office has enabled me to and carpet their properties. have a base to work from, while the Trent I have managed to get one tenant SUPPDrt & Dove offices still remain closed. This has via Trent & Dove volunteers team to enabled me to have more contact with decorate one clients flat, due to her clients than I would have working from physical health needs she is unable to do home. this herself, which has had impacted on her living environment. On a number of occasions. I have been able to also engage the Trent & Dove volunteers team to maintain some client's gardens, up keeping them in line with tenancy agreements. I have sign-posted clients to seek support from other appropriate agencies and gain support from social services when During the year I have successfully personal care was required to improve supported tenants within their properties their quality of support and care. This year and enabled many to improve their home I have worked with the Eaton Foundation. environments. reduce social isolation and •01 staffordshire Police, the Community increase their household incomes to Mental Health Team. Burton Albion better support their needs. Community Trust and numerous other groups. The Floating Mental Health Support Service has supported 61 individual clients in the last 12 months. cio John Holt, Floating Mental Health Support Worker Annual Report 2020-21 13
Burton and District Iling ep t they face extra pressures they aren't able to easily escape after leaving the school environment. As a counsellor. it's important to provide them with an outlet for the stress and upset these pressures create. Childpen in Need The past 12 months have been particularly challenging yet rewarding within the Children in Need funded Young Persons counselling service for 16 to 18 year olds. Moving from face to face to remote working during the pandemic has meant that young people have been able to continue to access the support which would otherwise have been unavailable. Due to this year's changes for GCSE'S and 'A' Levels and the lack of faCt0-faCe teaching input. the pandemic has been a cause of anxiety for students and has featured in many of the counselling sessions. Working with ways to manage and reduce stress and anxiety within the restrictions of the pandemic for the young people has been a regular occurrence. I have found that we have had to work together creatively to adapt activities or techniques that the clients would use in order for them to be accessible within the lockdown rules. It has been a positive experience For me working within a particular secondary school as it is a supportive environment where both staff and students recognise and value the importance of being able to access counselling. I have been with this particular school for 3 academic years now and hope to be able to continue to offer the counselling service to them for as long as possible. funding permitting. I recently rec8ved the following feedback from a member of staff from the secondary school in which I have been working: "Thank ou Counselling with children and young people is such a valuable resource that as counsellor. I'm extremely appreciative to provide this service. The changes that I witness throughout this process prove that the value of counselling should not be underestimated and funding For these services is essential for it to continue. ours en s so, again. an you. Children and young people are facing a wide spectrum of difficulties and with an ever-evolving presence of social media. Annual Report 2020-21 14
Burton and District Thinkwell, Low-cost and Private Counselling Report At the start of the first lockdown in 2020 I saw client numbers reduce by half almost overnight, however once clients had been isolated for several weeks. numbers improved as people began to be affected by bereavement. stress and anxiety. More Thinkwell referrals came through as the year went on and I have seen a few Thinkwell clients returning. A few low- cost clients have also chosen to continue into private counselling. Low-cost clients have generally been more solution focused. clients wanting strategies to manage their stress. anger and anxieties and those who have just needed space to process. Last year seemed to re-focus a lot of people, many clients wanting change and prioritising what was important to them. Having a better work / life balance was high on the list with many clients changing jobs in order to achieve this. Most low-cost clients have seemed happy to pay for their appointments however, there have been some teething problems tracking payments and unfortunately there have been some clients who have not paid for their appointments. This has been 3 learning curve for the team however. payments are now being tracked more closely with finance and counsellors communicating to ensure all sessions are paid for. A new system of pre-payment is also being looked at. Clients seemed reluctant to have online counselling. however this form of contact later proved effective and clients actually preferred not having to travel for their appointments and found they were more relaxed in their home environments. As the year went by and social distancing continued, clients began to look forward to a time when they could meet with myself in person and have a change of scenery. During the year the team at Burton and District M ind made the decision to offer private and Iow-COSt counselling. This meant that we were able to offer medium to long term counselling to those who required our support. This has enabled clients to go deeper into their unconscious processes in order to bring about lasting change. The new website has enabled clients to see the different counselling options available to them and make an enquiry to ask any questions they might have. Alison. Associate Counsellor Annual Report 2020-21 15
Burton and District +h 8ir+hJ2 8ur+on * DiS+r& Burton and Dlstrlct Mlnd Is a reglstered charlty (no.1140492) and a reglstered company (no.7438326) In England and Wales. We're a part of Min4 the mental health charity. (2kn4 info@burtonmind.co.uk 01283 566696 www.burtonmind.co.uk Annual Report 2020-21 16
Burton & District Mind- Charity No. 1140492 C¢Jmpany Nuwnber 07438326 Burton and District Burton & District Mind End of Year Financial Statements Year ending 31st March 2021 Burton and District Mind 07 fjranst( Road. euTtoD on Trent. e. OE14 38Y . W¥V4.byrtonM&Cthuk -JburtoThmirtd.co.uk aurton and $tri K4ind bs a Compary Lin¢(ed byw¥teè- Registèred ln ErglèrK andWa1•5 Cha¥ity Numbet- 1140492
8urton & Oistrit Mind- Charit¥ 1740492 -ornpany Number 07438326 Independent Examiner's Report to Burton & District Mind I report on the accounts for the year ended 31st March 2021 which are set out on the following pages. Responsibilities and basis of report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act,). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: . accounting records were not kept in respert of the Trust as required by section 130 of the Act: or 2. the accounts do not accord with those records. or 3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed. Date: 291cLIIi Name: Victoria Watts Address: 4 Old Reservoir Lane, Sandown, Isle of Wight, P036 9RM
Burt& Dist(irt MitKI- CFwtv No. 1140492 Cornpanv Number 07438326 Statement of Financial Activities Unrestricted Designated fund fvnds Restricted Endowment fvnds fndS Total fvnds Prior yoar total funds Income and endowments frorn- Donations and 1è9aties Income from charitable a¢tiwtyes IA15 17.679 19,095 18.133 29.781 74L485 IBS349 289.616 195,800 Other tradin9 activities Investments 8313 7.975 16.228 18,015 182 182 520 Other income 1,057 Total income 39.694 100.079 185.349 325.123 233.526 Expenditure on.. Roisin9 fund$ Expenditure on charitablo artmties Other expendituro Tgtol axpgnditurg 2,268 97.703 93272 269.785 214,623 701 98.0 80.750 91272 272.053 216.008 Not incorne / (oxpend5tur•) r•sourc•¥ b•for• transfer (58.337) 19.329 92.077 53.009 17.517 Transfer8 Gross transfers bOtw* fU1$- i 102 16,160 624 112,887 (112.8871 52.336 Gross transfers b8tween funds- (#rt 16801 138.5091 (71696) 152.3361 Oth•r r•¢ognis•d 9•ins / lo¥s•s Gains / losses on investrnert ass•ts Gains on revaluatien. fixed assèts. charit$ own usg N8t movamont in funds 37.084 13.019) 19.004 53.069 17,517 Total fund5 brought forward 32.924 92252 15.745 140.922 123.404 Total funds cèrried forw•rd 70.008 89.233 ¥749 193.992 140.922 Pège3
& Di5trirt MirKI- chaTY No. 1140492 Cornpany Nurnber 07438326 Balance sheet 3110312021 3010312020 Current assets BBOCASH: BBO Petty Cash CASFt Petty Cash COIF.. CBF CoffE Depos COOP8AN. Coop Current Acccwnt DEPOSIT.. Coop Depogt Accwnt Z05: Acc(xmts ReVable 10.75 6.55 70.22 14.85 63.213.99 63.136.47 66.139.fj1 32.279.SD 51119.15 33,07?5 14,685.26 13A08.62 Totsl Current aSS•ts 197.244.98 142.260.24 Liabilitiès UNCLEAR.. unclear Cws Payments & 8ar&*lg Z04. Accourts Payabl• 1354001 3.252.85 1,692.00 Total Liabibti•i 3.252.85 1.338.00 N•t As¥•t 5urpius Ideficit) 193,992.13 140,922.24 Rèserves Exco551 Idericttl to date 53,069.89 87.015.22 53,907.02 zoi.. stsrtirb9 baLinc95 iao,922.24 Totsl Reswves 193.992.13 140,922.24 Repres•nt•d by Funds 70.t)08.56 32.924.45 D•ggnat•d Restricted 89.23172 34.749.85 92.252.72 15,745.07 Endowmwt Total 193.99113 140.922.24 Victoria Watts Dated Tr1&121 For the year ending 3110312021 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. The member5 have not required thè company to obtain an audit of its accounts for the year in question in accordance with section 476. The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting record5 and the preparation of accounts. These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companie5. regime. K J Builth Chair Dated 21 IE)£ Iii
8vrton & District Mind- Charitv No. 1140492 "-omtyanv Number 07438326 Statement of assets and liabiLities GeneralDesi nated RèstrictedEndowment This ear Last ear Currènt assets- Cash at bank and in hand BBO Pètty Cash- Petty Cash- C8F CofE Deposit- Coop Current Account Coop Deposit Account- 10 10 122x)I 11313) 75 15 7765 01&284) 63.215 63,136 1219.8621 204861 81.139 66.138 32.279 51119 53.)19 33.014 Toto 7.617 90.135 84805 182.559 128.451 Current assets- Debtors Accounts Receivablo- 403 970 13,311 14,685 13,808 Trt• 403 970 14,085 13.808 Liabilit1•5- Cr•£litor5.' Amount5 f•lliry due in one yqaf Accounts Payabl- 889 752 3.252 1.692 Totals 1.611 889 752 3.252 1.692 Liobiliti•s - Provision for lTrabilitt95 and hJr9e5 duo within or¢e year Uncl•ar•d Chequg5. Paymgnt$ & B•nkiry- Tot•is (3541 13541 Gr4nd tot•1 70.tX18 89.233 34.749 193.992 140.922 Page5
& Distric¢ MitKI- Cl43ritv No. 1140492 -OrnDary Nurnbe 07438326 Fund movement by type Openin Incomin Out oin Transfers Closin CornServ- Cornmunity Services Designated 8.000 8.000 8,000 8.000 Sub-total for Comserv ConsolPoer- Consolidate Chariti• Restricted 700 3.700 3,700 3.700 Sub-totsl for ConsoiPe•r EcoTh - EcoTherapy Designated 4.496 4496 2.945 2,945 11521 (1521 1,398 1.398 Sub-tot•l for EcoTh GROW - Grow Eco Thwapy- D De5i9nated 327 327 2.172 2.172 Sub-total for GROW 1.500 MPFT- Midljnds P•rtnership Restricted 159.738 159.738 87.623 87.623 C12.1141 (72.114) Sub-total for MPFT M•rcer- Mercor Funding Qesignatecj 6.000 6.000 Sub.tot81 ft+r M•rc•r 6.ooo MidEngin• - Midlands Engin• Fund Designated 1,997 1.997 Sub-total for MidEngin• 1.997 N4tMind - Mind . National Restricted soo 500 500 500 Svb-totèl for N4tMind NatMindP8r- Mind . N&tiunal- Pa Restrirted 1.800 1000 1.800 1.800 Sub-totsl for N•tMindPar Toyota Toyota- Kingfisher Restricted 1,927 1.927 Sub-totsl for Toyot• 2,000 72 General- Gener81 fund Unr95tricted 32.924 31924 39.694 39.694 98,031 98.0 95,421 95.421 70.008 70.008 Sub-tot•l for G•n•r•l 8BO- Building 8etter Oppo Dèsignated 9.075 9.075 32A23 31423 27.722 27.722 113,7761 113.776) Syb-tot•l for BBO GSTGo- Get Sgt to Go Designated 1527 1527 1,527 1.527 Sub-total for GSTGO G18s5P- Giasspool Designated Sub-total for GLassP 31 1311 TT AX- Tampon TBX Dosi9nated 1950 156 (841 3.776 Page6
Burton & District Mind- Charitv No. 114049 Coryrfjary Number07438326 Sub-totsl for TTAX &956 156 (841 3,716 Thinkwo11- Thinkweii counselbn9 Desi9natd 179 179 7.915 7.915 4.262 4262 13,8321 (3.832) Sub-totaL for Thinkwg11 TrentDMHW- Trrt 8fKI Dove MH s D•si9natÈd 6.988 988 20,q)7 20.907 23.781 23.781 14,1131 14.1131 Sub-totsl foi TrentOMHW 8MirTdCoun5 - 8urton Mind Couns911 Desi9nat•d n.157 11.157 13,061 13,061 Sub-trtal for Bmindcouns 3.000 1.096 CompTher- Complimentary Th•rap Oesi9natèd RtrIcted 5A26 3.967 9287 283 1.319 4391 3.961 8.352 Sub-tot4l for CornpThw 283 1.319 CIN Children in Nged Rèstrittéd 10,440 10.440 17,611 17.611 4952 4.952 11.5821 11.se21 21.517 21.517 Sub-tot•l for CIN Couns•ll- Couns•llifi9 Fundin9 Rostricted 024 624 624 024 st0t01 for Courts•iL YPCOUNS- Youn9 persons coufi*• Restricted 1,344 1,344 Sub-tot•l for YPCOUNS N3costs - N3 conn•ction costs Designated 429 429 1357) <3571 Sub-totsl for N3cost1 R•s•rv•5 - R•s•rv•s Designated 30,000 30.000 Sub-tot•l for R•Mvv•# xFundrai59- xFundr•istng fund Oe5igriated 14.142 14.142 1.962 1.962 (10.104) 00.1041 Sub-total for xFundrai5• A¥ailRes Availabl• Fl•s4rvgs Designated 13.000 13.000 6.933 6.933 17.07 17.071 16.104 18,966 18.966 Sub-total for AvèilR•s GrarKI totaL 140.922 325.123 272.053 193.992
BLrton & Distrirt Mir¥J- Charity No. 1140492 Cornpany Nurnber 07438326 Analysis of income and expenditure Totsl INCOME AND ENDOWMENTS Donations and legacies 1010- Income trainin9 COLJrses for other Or9. 1015- Donations IBACT) 1035- Fund raising activities 1040- Counsellifjg Donations 1050- Donations General 1060 - Donations from Complirnentary Therapy 1080 - Mission Fish. Everyclick. MyDonate etc. 1090 - Charity Payments- Amazon Pay Pal etc 1099 - HMRC Gift Aid Income 1225 1,225 8.000 910 25 7.658 40 8,000 910 25 7.608 10.455 969 4.695 554 58 488 870 18,133 50 166 259 849 19.095 259 709 17.679 140 Total 1.415 Income from charitable activities 2040- 16-18 yrs counselling General 2040R . 10-18 yrs counselling- CIN Restricted 20go - Use of Premises Income 2150 . Complimentary Therapy- General 2150D- Complimentary Therapy- Designated 2150R - Complimentary Therapy- Restricted 2170- Trent & Dove - General 2170R - Trent & Dove- Restricted 2190 - Other Grants 2190GROW - Grow EcoTherapy- Doin9 Our Bit 2190M - Mercer Funding 2190MID - Incorne - Midland5 Enginè 2190MIND - National Mind FkJndin9 219ONMP- National Mind- Participation Grant 2190PEER- Consolidated Charlties Ptèr Support 2190TOY - Toyota - Kingfisher EcoTherapy 22010 - 8urton Mind Counselling 2BBOO - B80 income- Designated 2MPFT- MPFT General 2MPFTR - MPFT Restricted 12010- icourtselling CCG General 12010R - icounselling - CCG Restritted 6.678 6.678 17,611 5,183 13,651 4.677 765 17.617 8,229 1,650 35.946 2.597 1.650 20.907 6,800 2.500 6.000 1,997 500 1.800 3.700 20.907 6.800 2.$00 6.000 1.997 500 1,800 3.700 2,000 2.000 10.657 32.423 14,653 159.738 10,657 32.423 42,858 14.653 159.738 14.051 66.190 195,800 Total 29.781 744B5 185.349 289.616 Other trading activities 3010 - Private Counselling 3020D- Thinkwell- Designated 3070 - Postage Stamp etc sales 8.310 8.310 7.915 2,040 15,970 7.915 Total 8.313 7.915 16,228 18.015 Investments 4010 - Interest Received- Bank 182 182 182 182 520 Total 520
aurton & District Mind- Charitv 1140492 C¢moany Number 07438326 Other income 5010 - N3 connection costs 5050- Glasspool Grants 657 400 1.057 233.526 Total INCOME TOTAL 39.694 100.079 185.349 325.123 Total EXPENDITURE Raising funds 6010 Training for outside organisations 6020 - Fundra519 expenses 2.tr)0 2.268 78 605 683 Total 268 2.CYJO 2.268 Expenditure on charitable activities 7501 Insurance 7502 - Heat & Light 7503 - Rent/Leasè 7504 - Council Tam / Bu5sness rates 7505 - Water Rates 7511 Security / Mace fire alarm 7522 - Computers and software 7522MID - Computer Equipment- Midlands Erigine 7531- General Repairs & Renewals 7541 Cleanin9 Materials 7542- Waste Services 7551- Sundry Expenditure 7561 Gifts 7571- Refurbishment- General 75710 Refurbishment - Fundraisin9 7610 Salarie5 Pensions Nl - General 7610D- Salaries Pensions Nl - Trent & Dove 7630 - Staff Expenses- General 7630CINR- Staff Expenses- CIN 7630TDMHWO - Staff Expen5e5 - Trent Dove 7650- Volunteer Expense5 7670- Staff & Tru5tÈe TraTrning 7680D - Well-being Covrses- Designated 7680R- Well-being Courses- Restricted 7690- CoFnplimentary Therapy- General 7690D- Complimentary Therapy- Designated 7690R - Complimentary Thèrapy - Restricted 7695D - 8urton Mind cjnSe[1lng 7710- Telephone 7710MIO - Telephone Costs - Midlands Er¥Jine 7720 - Stationery 7730 - Postage & Stamps 7740 Internet 7750D - N3 connection - Designated 7760- Photocopier E¥pense5 2.454 2554 9,000 11.2661 169 447 7.101 2,454 2,554 9,000 11,266) 169 447 7.101 1.592 1,684 2.314 9.000 11941 128 351 310 7.592 283 55 436 48 52 283 ss 436 175 52 880 294 429 17) 71 2,650 498 71.024 14757 64487 16.864 23.453 209 81.351 23.453 38 60 60 328 328 1.575 72 72 299 299 330 235 325 1.967 2.292 1,209 5,340 1.070 1.616 1.385 404 83 30 1.363 21 1.451 404 83 22 231 95 159 366 1.529 71 1.045 P9
Bwton & District Mird- CrItY No. 1140492 Company Number 07438326 7770- OfFice Equipment 7820 - cféB / DBS Fees - General 7820GROW- 08S Fees- Grow 7830- Subscriptions 7840- Professional Fees 7850- Advertising 7910R- Coun5elling Restricted 7920- Counsellors Supervision- General 7940R- 8ME- Counselling Restricted 7950R - Under 25- Counselling Restricted 65 398 65 495 48 44 2,182 82 390 330 12 352 2.182 82 1.440 390 42,734 580 330 338 3,198 234 234 7950TTD - Under 25- TTax Designated 7960- Private CoLJnsÈlling 7970D - Thinkwell coullsellin9- Designated 7990CINR - DNA- CIN Restricted 7990CR - DNA- Counsellin9 Restricted 799gcINR - Counselling 16-18 yr- CIN Rèstrictod 7g9gTTD - CoLJnsÈlling 16-18 yr- TTax De5ignatod 7801 8BO staff cost5 7802 - BBO Consumables 7803- BBO Equipment 7B06 - 8BO Participant5 Expenses inc childcare 7B07- BBO Staff E¥pen5e5 7MOI - MPFT Adult Counsdlors 7M02 - MPFT Supervisign 7M04- MPFT Mobile Phone 130 5.576 a.262 96 62d 1.378 8.948 40 5,338 238 4.262 2.310 9.749 4775 26 26 26.723 2Tr 26,723 271 20.201 855 938 2,871 466 655 72 655 72 85,947 1,267 312 269.785 85,947 1.267 312 93,272 Total 97,763 78.750 214,623 Other expenditure 79GLPD- Gla55pooI- Designated 8010- Loss of Assets 701 Total EXPENDITURE TOTAL 701 216,008 98.031 80.750 93.272 2n,053 GRAND TOT AL (58.337) 19.329 92.077 53,069 17,517
Burton & District md- Charitv No. 114049 Company Number 07438326 Burton and District Mind Treasurers Report 1 April 2020 to 31 March 2021 My last report looked forward more optimistically thank5 to much hard work and detemiination by everyone during the year. Burion and District Mind continues to face and respond to challen9es with a large degree of success. We continue to seek opportunities to develop our range of services and work continues in this area. Our respect, standing and reputation in the surrounding areas continues to grow a5 a result. As an addendum to my last report. I commented on impending Staff changes. These changes resulted in a revue of our staff structure with Lynne staying with u5 in a new role as Chief Officer and the new Finance Officer is Anthea. Keri alsojoined us as Development Officer. With this strengthened team we are now in a strong position to develop our work into a much wider geographical area of influence. l am pleased to report that due to extensive effort by our stronger team in finding and securing new funding streams and associated work. that we continue to establish our financial viability. I regularly rea55ess the level of our emergency reserves fund. currently £30.000. Despite the challenge5 of Covid19 and largely due to the extensive work by our team our Unrestricted (General) Fund has improved to £69.958 compared to £32.924 in 2020. £44.971 in 2019. £46.571 in 2018, £51,946 in 2017, £38,791 in 2016. £30,563 in 2015. The end of last year reserves in the Legacies and Fundraising Designated Funds were amalgamated into a Development Fund to finance the newly created Development Officer role. As in previous year5 our 8oard Members good work continues, keeping a close eye on our cash flow and seekin9 to identify new fundin9 Streams outside of our core counselling funding. We continue to broaden our base to help secure our future in these chan9ing and challen9in9 times. We are continuing to develop our privaté counselling and holistic therapy model with increasing and promising use so far. New funding streams are important to our future and I trust that success in our applications will continue to stabilise our finances and strengthen our Core Values even further. As Burton and District Mind is preparing to celebrate our 30 years anniversary this report brings even more confidence for the future. I would like to pass on my personal thanks to the many people that have been part of the Burton and District Mind journey over the last year. A special mention here for Lynne. Keri. Zainera who continue to develop our services to help those whom they have a passion to support and including Anthea who does the day-to-day hands-on financial work making my role very much easier. Well done everyone. Chris Rimmer Treasurer 4th May 2021 Pdvge 11
gurton & District Mind- Charitv No. 1140492 moany Number 07438326 Independent Examiner's Report to Burton & District Mind I report on the accounts for the year ended 31st March 2021 which are set out on the following pages. Responsibilities and basis of report -tec- of thc Tru- A- the charity tru- -ponaible for the preparation of the accounts in -t you are re- accordance with the requirements of the Charities Act 2011 ('the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination 9ivin9 me cause to believe tliat in any matei-ial i-e5pect- accounting records were not kept in respect of the Trust as required by section 130 of the Act. or 2. the accounts do not accord with those records. or 3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view which is not a matter considered as part of an indgPgndgnt 9xamination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed- Date: 291(Llii Name: Victoria Watts Address: 4 Old Reservoir Lane, Sandown, Isle of Wight, P036 9RM Page2
Burion & District Mind- Charitv No. 1140492 Cornpan! Number 07438326 Statement of FinanciaL Activities Unrestricted Dosi9nated funds funds Restricted Endowment fund5 funds Total funds Prior year total ftsnds IncomB and endowménts from: Donations and legacies 1,415 17,679 19,095 18.133 Income from charitable activitie5 29.781 18Jf.349 289,Ql 195.800 Othertrading attivities Investments 8.313 7.91£ 1fi.2?.A IR.n14 182 182 520 Other incoTne 1.057 Total income 39.694 100.079 185.349 325.123 233.526 Expenditure on.. Raisin9 funds Expenditure on charitable activitie5 Other expenditure 268 2,000 2.268 083 97.703 78,750 93.272 269,785 214,623 701 l otal expenditure 98,031 80.750 93.272 272.053 216.008 Ngt incorne I lexpenditure) resources before transfer (58.3371 19.329 92.077 53.069 17.517 Transfers Gross transfers between funds- 96,10 16.160 624 112,887 52,336 Gro5S transfers between funds- out (680) (38.509) (72.6Q6) Other recognised 9&ins / losses Gains I losses on investrnent assets Gains on rev8luatii)n. Pixed assets. charity's vvwii us NAt rftnvpmAnt in Fiinds 37.084 (3.019) 19.004 53.06¥ 17.517 Total fund5 brou9ht forward 32.924 92.252 15.745 140.922 123.404 Total funds c8rrie¢J forward 70.008 89.233 34749 193.992 140.922 Page 3
Burton & District Mind- Charity Mo. 1140492 Cofflpany Number 07438326 Balance sheet 3110312021 30/03/2020 Current assets BBOCASH.. 880 Petty Cash CASH.. Petty Cash coir.. CBf COFE DtP¢3it CQQP8ANL- Coop Current Account DEPOSIT.. Coop Dep051t Account Z05.. Accounts Receivable 10.75 6.55 70.22 14.85 63,213.99 6J,136.47 66.139.61 32.279.50 53,119.15 33,01425 13.808.62 14,685.26 Total Current assets 197.244.98 142.260.24 Liabilities UNCLE AR.. Uncleared Chegues. Payment5 & Banking Zo. Account5 Payable 1354.001 1.692.00 Tvliil Liiibilitiy 3.252.85 1,338.00 N•t AEs•t Eurplus (d•PiC) 193.002.13 140.922.24 Reserves Excess / (deficit) to date 53.069.89 87.015.22 ZO?.. Starting balances 140.922.24 51907.02 Total Reserves 193.992.13 140.922.24 Represented by Funds Unrèstrictéd 70.008.56 32.934.4fj De519nated Restricted 89.23172 34.749.85 92,252.72 15,745.07 Endowment Ttrtsl 193.992.13 140.922.24 Victoria Watts For the year ending 311031202? the company was entitled to exemptlon from audlt under sectlon 477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476. The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of acctsunts. These 8ccount5 have been prepared accordance with the provisions applicable to companies subject to the small companies, regime. K J Builth Chair Dated 21 |r)£ lil P8ge 4