Burton and District Annual Report 2021-22 Annual Report 2021-22 ## Contents Chair of Trustees Report 2021-22…………………………………………………………………………………… 3 About Burton and District Mind……………………………………………………………………………………… 4 Treasurer’s Report 2021-22……………………………………………………………………………………………. 5 Chief Officers Report 2021-22………………………………………………………………………………………… 7 Operation Managers Report 2021-22……………………………………………………………………………… 9 Development and Sustainability Report 2021-22…………………………………………………………… 12 Trent and Dove Floating Mental Health Support Worker Report …..……………………………… 16 Building Better Opportunities Employability Project……………………………………………………… 17 Holistic Therapy Report…………………………………………………………………………………………………. 21 Annual Report 2021-22 ## Chair of Trustees Report 2021-22 During the first part of 2021/22 we operated under government Covid-19 restrictions. However, as the year progressed and as the country began to reopen, we were able to resume face to face board meetings. With our original meeting place unavailable we were able to find a new meeting space locally at Branston Pavilion which we found fit for our purposes. During restrictions Zoom meetings had enabled us to fulfil our board procedures, discussion and decision making however meeting in person is without doubt much better. The board has also changed our meetings schedules to bimonthly meetings this year as this allows more time to prepare agendas and papers. Any necessary consultations and information between meetings are emailed out for feedback between meetings. Staff and practitioners are working back at our base in Branston Road, however during restrictions we have learned and adopted remote ways of working which allows our clients greater flexibility and choice for the services they receive. During this period, we started to prepare for Mind Quality Management (MQM). This process allows us to review our governance, policies and procedures and ensure we are operating well and safely. The MQM increases the workload for Lynne and the wider team however we do appreciate that this is a useful and informative process that ensures our service maintains good standards and best practice. The board have co-opted three new people onto the board, Tom a solicitor who also brings a younger perspective to the panel, Charlene who comes from an educational background and has CEO experience, and Paula who has over 20 years HR experience. They will enhance our board and address some of the skills gaps shown within our recent skills audit. We had some very sad news this year BJ (Brian Johnson) who retired last year has sadly died. BJ was a Burton and District Mind trustee from the very beginning and will be fondly remembered for his support, dedication, commitment, and repertoire of jokes for every occasion. As always, a big thank you to my fellow board members for their help support and guidance throughout the year and in especially challenging times. Thanks also to Lynne and the team for their commitment, dedication, and patience over the last year. Ken Builth Chair of Board of Trustees Annual Report 2021-22 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 Servlce ast stsffordshir• Burton on Trent Uttoxeter -Llchfield District Lichfield Burntwood -Tamworth LICHFIELD Annual Report 2021-22 ## Treasurer’s Report 2021-22 The last year has seen Burton and District Mind grow substantially due to our focus on tendering and successfully winning contracts. This is in line with our strategic goal of ensuring we have financial stability in order to provide long term support to the people of Burton, Lichfield, Uttoxeter, Tamworth and Burntwood. **----- Start of picture text -----**
Income 21-22
5% 4%
91%
Donations & Legacy Charitable Activities Other
**----- End of picture text -----**
|FY
£k
21 - 22
£416,374
20 - 21
£325,124
19 - 20
£233,526
**● Income Year on Year**|FY
£k
21 - 22
£416,374
20 - 21
£325,124
19 - 20
£233,526
**● Income Year on Year**| |---|---| |FY|£k| |21 - 22|£416,374| |20 - 21|£325,124| |19 - 20|£233,526| For the financial year ending 31[st] March 2022 there has been a 28% increase in income with the main uplifts being Mentor £99.8k, MPFT £30.3k, Trent & Dove £13.1k, Donations £6.9k & Holistic Therapy £6.4k **----- Start of picture text -----**
Costs 21-22
6% ● Costs Year on Year
29%
1% FY £k
21 -22 £439,828
20 - 21 £272,054
19 - 20 £216,008
64%
Central Team Contract Team Premises Admin Cost
**----- End of picture text -----**
Expenditure has increased due to the incremental requirements to recruit new team members to support the new awarded contracts. Costs have also remained a challenge due to the impact of coming out of the covid pandemic with current global economic factors in play, however, we continue to look to ensure that that we control our overheads in order to ensure that money is spent on the people we support. We have increased our Reserves Fund, which covers our winding up costs should they be required, from £30k to £36k. This is reviewed every 6 months in order to ensure it reflects the current structure/risk. Annual Report 2021-22 ## Summary As ever the whole team at Burton and District Mind have put their heart and souls into ensuring they can give support to the right people at the right time. They go above and beyond to ensure this is achieved. There are many new opportunities on the horizon which I am sure will just strengthen the services we provide. The Board of Trustees will ensure that these are in line with our Strategic Plan. Great year everyone, thank you. Diane Worley, Treasurer Annual Report 2021-22 ## Chief Officer’s Report 2021-22 When I wrote my report last year no one would believe I would still be writing about Covid and its impact this year. As our organisation emerges from the height of Covid-19 the demand for our services and projects have changed, to some degree our community are still adjusting to the experience of Covid and impact of lockdowns. As an organisation we are very proud that our service remained open and accessible throughout the Covid pandemic and the months that followed. Our community fundraisers had struggled to complete many of their planned fundraising activities during the Covid lockdowns. We thank them for their resourcefulness, creativity and on-going efforts to achieve such fantastic support for our charity. The non-IAPT counselling service contract that commenced in May 2020 was increased to support additional demand as Covid restrictions were reduced. The non-IAPT service has continued with online one-to-one consultations and telephone sessions. This was followed by the re-introduction of face-to-face sessions, while using Covid safety guidelines as did our private and low-cost counselling sessions. Furthermore, the Building Better Opportunities project was extended to respond to Post Covid employment support needs and the Trent and Dove Floating Mental Health Support Worker contract was renewed. The Mind funded Mentor project was launched. This pilot project was designed to support working people to remain in the workplace and gain workplace support. Throughout the last 12 months there has been wide reaching consultation around Mental Health transformation. We look forward to the new opportunities over the coming months and hope that Burton and District Mind, can secure new work to improve and enhance existing mental health services. Late spring saw Burton and District Mind launch Eco-Therapy at Muddy Boots. This was an incredibly popular project as it gave an opportunity for people to get out in the fresh air and safely access a project in a therapeutic garden environment. We were also fortunate to be loaned a large garden gazebo, which allowed us to provide holistic and mindfulness sessions outside. It was fantastic for people to be back accessing support and it was also great for our team to finally see face to face services beginning again, albeit in a slightly different and creative way. In the summer of 2021 staff were able to start to return to the building and, due to demand, we expanded our bank counselling team as part of coming back together as soon as restrictions allowed. We held a team tea party in the garden; this was a wonderful morale booster and a good opportunity for our new team Annual Report 2021-22 members to meet in person for the first time. I would like to take the opportunity to thank all our team for their fantastic dedication and commitment. This year has certainly been a difficult journey personally and challenging professionally too. The whole team rose to unforeseen challenges with amazing resilience, dedication and team spirit and continued to provide amazing support and services for those who needed us during such a difficult time, thank you all so very much. Lynne Barrell - Chief Officer Annual Report 2021-22 ## Operations Manager’s Report 2021-22 Another year has gone by, and we are still managing to work within the Covid guidelines. Most of our counselling sessions were remote this year and we have started to see clients face to face. We have also seen our team increase with staff and volunteers and it has been great to see the Burton and District Mind team doing so much more. I would like to thank Lynne, Keri, Anthea, Amina and all of our counsellors across the team, who have been alongside me in providing support over the past year and have continued providing the mental health support. We have been working with the MPFT team during this year, providing our NonIAPT counselling provision and we have seen progression and increased referrals through the service and the relationship with the Staffordshire Wellbeing Service has grown. We have been invited to their meetings and have communication with the local teams that we work closely with. During this year we have provided 302 completed referrals through Non-IAPT counselling services. These sessions have been provided during working hours and out of hours, which has helped provide more access to our clients. This year has also seen our counsellors provide face to face appointments for clients, as well as remote, and we have been providing these services in Burton and Tamworth. Although there had been some difficulties in adapting to seeing clients face to face from previous remote sessions, the counsellors have done extremely well to fit in with the local wellbeing teams buildings and room availability. We have seen our Non-IAPT counsellors team increase from 5 to 8 over the past year with Emma Nicholson leaving Burton and District Mind. We had the opportunity to employ more counsellors, including Amy Marlow, Tom Grace, Laura Riley and Alison Fitzsimmons, who join our existing counsellors Dene Lockett, Daniel Harris and David Petch. The new counsellors to join our team consist of a Bank counsellor, as well as previous Placement counsellors who have returned following qualification and gaining more experience from elsewhere. With these extra counsellors we have been able to provide more access to NHS appointments in Burton, Uttoxeter, Tamworth, Lichfield and Burntwood, which has helped bring our average waiting list down for our clients. Annual Report 2021-22 Alongside our Non-IAPT counselling team we have also seen an increase of referrals in our Low Cost and Private counselling. This is demonstrated in the pie chart below showing the number of referrals we have received. I have also included the Building Better Opportunities and Thinkwell counselling referrals as these are also completed by our counsellors. ## COUNSELLING SERVICES 2021-2022 **----- Start of picture text -----**
Thinkwell Private
38% 38%
BBO Counselling Low Cost
12% 12%
**----- End of picture text -----**
Some of our bank counsellors have moved on this year and new recruits have joined the team; Sue Smalley and Liz Matthews, our current counsellors Yvonne Builth and also some of our Non IAPT counsellors have provided availabilities in seeing our Private and Low-cost clients. Counsellors have also provided sessions for the Staffordshire County Council Thinkwell Project, to support the increase in demand for counselling sessions. The increased demand for our Private and Low-cost work has been due to clients choosing the direct route into sessions, with the benefits of being seen sooner and financially contributing towards sessions either through the low-cost or private options. Young person’s counselling at Deferrers School has been extend for another year. This has allowed us to see young people aged 16-19 within the school environment to reduce and provide support with any mental health issues that they may be suffering with. We will continue to explore further funding options to expand this service. We have also been able to provide Holistic Therapy and Mindfulness Annual Report 2021-22 sessions to anyone who needs this support and Mindfulness has remained both face to face and remote which provides greater accessibility for our clients. It has been an amazing year with difficulties, changes and new opportunities and the whole team has really pulled together to adapt through this difficult period. I am excited to see what the future holds for Burton and District Mind, as the past year has shown how much we have grown and how much we will continue to grow in providing support to those who need it. ## Zainera Liaqat - Operations Manager Annual Report 2021-22 ## Annual Development and Sustainability Report 2021-22 Overarching Goal Burton and District Mind to increase sustainable capacity through geographical and community growth, income diversification and increased service user and volunteer involvement, in preparation for future Mental Health contracts We can report an incredibly exciting year for the Development and Sustainability Team, moving from strength to strength, having greater insight and reach into our communities, and prepared for new Mental Health Transformation contracts. ## Community Help: East Staffordshire, Lichfield District and Tamworth Borough Our Community Help has continued to thrive and support the community to achieve more for itself by upskilling volunteers to play important roles in delivery. We have delivered more work away from Burton on Trent, with emphasis on Burntwood. Key projects have included: - Mindfulness Roadshow funded by Coop Dividend Community Trust. - Virtual Peer Support Group funded by Consociated Charity of Burton on Trent. - Peer Support Group in Norton Canes sponsored by Arnold Clarke Community Fund. _Tom, Facilitator and participants at Stapenhill Grow Ecotherapy projects_ - Walking Groups and Eco Therapy in Stapenhill and Burntwood funded by Community Foundation for Staffordshire – development of Forest Bathing delivery. - Mental Health Ambassador Forum – attendance from Community Together CIC, Burntwood Be a Friend, Social Prescribing Link Workers. ## Volunteer Programme We have undertaken a redevelopment of the Volunteer Programme. Our programme now recruits people with high skill levels looking to change or enter careers within mental health, recently retired professionals, and people with lived experience of mental health problems with community development aspirations. Volunteers taking up key roles in: - Volunteer recruitment and induction. - Community training. Annual Report 2021-22 - Communications – branding, social media, - internal newsletter. - Community Help visits to: - Places of Welcome - Cherry Orchard Garden Services - Burton Library Listening Space We have also increased our capacity to mentor industry placements for Health and Social Care students. **----- Start of picture text -----**
Advert for the Listening Space at Burton Library
**----- End of picture text -----**
## **Commercial Modelling** To support our income diversification, we have made key reviews to our fundraising offer and our workplace health offer. This was complemented by a new Communications Strategy driven by the Mind Brand refresh and our Mental Health Ambassador Forum. Annual Report 2021-22 ## _Burton and District Mind Social Media Asset_ We have increased our web-presence, with a growth in website visits and social media followers. This included a promotional video supported by Making Trails. We have been extremely fortunate and proud to be chosen as charity of benefit by: - Making Trails - Mercer Farming - JB Kind - Finch Consulting - Argos Distribution _Promotion picture for Making Trails Big Burton Carousel_ We have undertaken a strategic review of Workplace Health offer – we have noted that our strengths include counselling, coaching, and holistic therapy. This enables us to support with training and Away Day activity. _Finch Consulting supporting us as Charity of the Year_ In partnership with North Staffs Mind, we provided a workplace health offer, Mentor. This provided 2 full time Mental Health Employment Liaison Officers as part of the Menth Health Productivity Pilot, funded by Mind and Midlands Engine. We provided training for several partners across sectors: - Muddy Boots - Burntwood Be a Friend - SCYVS - Cherry Orchard Garden Services In addition, Healthwatch Staffordshire funded “A Focus on Mental Wellbeing” a key outcome was psychoeducation at De Ferrers Sixth Form Academy, Burton and South Derbyshire College- Health and Social Care students. This resulted in 250 hard to reach people in our communities having more information about mental health and relevant services. _Lesley and David presenting to Health & Social Care students_ Annual Report 2021-22 ## **Increased Capacity and Infrastructure** Following a Development and Sustainability Plan for the year, we updated our Development and Sustainability Strategy to focus on key community objectives for the next few years. This includes: - a) More work targeting key audiences: - People with severe and enduring mental health problems - Young people (16-24) - Black and ethnic minorities - People affected by poverty _Response from Young Persons Involvement project_ - People with neurodiversity and learning disabilities - b) Development of Client Relations Management Software, to be part-funded by Mind. Preparation of tenders for Mental Health Transformation - c) Young Person’s Development Report - d) Influence on Staffordshire County Council Public Health – Community Champions and Mental Health Strategy In addition, we have updated the Involvement and Participation Policy and have presented this to Mind Federation with 60 participants across the network. We have identified a need to grow the team further with the role of a Project Support Coordinator and a review of management structures should key contracts be awarded. ## **The Year Ahead…** We will be looking to mobilise on key Transformation and Mental Health services to expand the reach further and deeper into our communities. We will be looking to build upon the successes of community fundraising by promoting projects that require funding from corporate funders and starting to host our own activities. We will be developing projects and solutions to the challenges of our communities and support more people from the audiences identified above – with co-production and participation as key values of delivery. And we will ensure that we are available and able to support on key infrastructure and team requirements such as the review of the Mind Quality Mark. ## **Keri Lawrence, Development and Sustainability Officer** Annual Report 2021-22 The Floating support service has been working out of the Burton and District Mind office, due to the Trent and Dove office not being fully open to staff or the public after the pandemic and the Trent and Dove office in Uttoxeter has now closed to the public. During the last 12 months I have successfully supported tenants within their properties and enabled many to improve their home environments, reduce social isolation and increase their household incomes to better support their needs. The Floating Mental Health Support Service has supported 80 individual clients in the last 12 months. I have supported tenants to claim £3,295 in backdated housing benefit or Discretionary Housing Payments, plus supported several clients with benefit tribunals, to challenge DWP decision on benefit claims, with positive outcomes for our clients. A further £1,956 in funds had been secured via charity grants, to enable clients to buy essential furniture items, white goods and carpet their properties. On several occasions this year I have been able to access the Trent & Dove volunteers’ team to maintain some client’s gardens and remove unwanted items that affect property condition to up keeping them in line with tenancy agreements. The volunteers also assisted one client to have their property decorated. I have sign-posted and networked clients to seek support from other appropriate agencies and gain support from social services when personal care was required to improve their quality of support and care. This year I have worked with Direct Help & Advice, Derby Law service, Social Services, New Area, Staffordshire Police, the Community Mental Health team, and numerous other groups and agencies. I also had the opportunity to attend a 10-week evening class, introductory to counselling course in Nottingham, to help and with my professional development. John Holt AGM 2021-22 Annual Report 2021-22 ## Building Better Opportunities – Employability Project BBO Evolve through Burton & District Mind has been an amazing project to work on since it began in 2017. I joined as a full-time worker on BBO Evolve in the middle of 2019. The project has flourished in supporting the local community and its people suffering from mental health issues, including health and disabilities. Participants were supported, guided, mentored, and received counselling overcoming multiple barriers. Overall, combined support from Burton & District Mind and employability support through BBO Evolve Project enabled participants to help move forward, think positively, and it improved their mental health and wellbeing, and it helped participants move closer to the labor market by gaining tools and resources that will help them at present and in the future. Participants improved and increased: - Confidence, self-esteem, motivation - Reduced social anxiety and social barriers - Enhancing on low moods - Counselling for anxiety and depression - Supporting participants to know what other support is available locally in the community - Learning about other organisation’s, increasing awareness of support network - Supporting participants with housing issues, debt issues, benefits and with any other barriers they are facing - Improving IT skills, improving personal and work skills through employability training and careers advisory - Supporting participants creating CV, job searching, completing mock interviews - Supporting participants looking for courses, training, work experience and voluntary work to enhance personal and work skills - Supporting participants into Education, Training and Employment/SelfEmployment - Supporting participants to become independent Last year and the start of this year were difficult and challenging, the Covid-19 pandemic affected many participants and the workplace. More people were suffering from poor mental health and wellbeing. Participants were too anxious to meet people or come to appointments and support was provided remotely, however, it was more difficult for those who had limited access to IT or telecommunications. Annual Report 2021-22 BBO Evolve Burton and District Mind continued to support its participants the way it suited them and at the same time keeping all safe and healthy. Measures were put in place for participants and staff, and we continued to provide help and support. Again, when lockdown restrictions were lifted, not everyone felt comfortable, they were still anxious, but with time and with the right support some participants restarted face to face sessions. The pandemic has successfully enabled us as an organisation to put other measures and methods of contact in place, making it more flexible to communicate in a way that it suits the participants, it has increased flexibility. More recently BBO Evolve celebrated the challenges and success faced by all and the hard work put in by All Participants at the Pride of Evolve Event which took place at Burton Albion FC, an award ceremony for our BBO Evolve Participants. BBO Evolve at Burton and District Mind had a lot of nominations and had the greatest number of participant award winners. We had 11 nominations and 4 Award Winners out of 11 categories for the categories for Personal Progression, Positive Outlook, Transformed Life through Learning and Inspiring Journey. All these Nominees and Winners had overcome multiple barriers through BBO Evolve, which is a great achievement for the participant and then progressing towards further success independently. Sadly, this project will be coming to an end in March 2023. This project has helped and supported many participants to improve their lives and wellbeing by overcoming many barriers and successfully supported many into Education, Training and Employment. Currently we have 15 on caseload with 12 being economically inactive. To date we have achieved 88 starts out of a total project target of 94. We require just 6 more new starts and 8 results/progressions to achieve and hit project life target set by Project Partner Steps to Work. I will continue to support and recruit as many participants as possible who will benefit from the project and exceed in targets making sure we are reaching out to people who need a project like this in the local community to help improve lives and wellbeing and help them get closer to the labour market. Amina Miah – BBO project coordinator Annual Report 2021-22 ## Buildin Better O ortunities – Client Feedback g pp “ Counselling through BBO Evolve has increased my confidence and self” esteem and I am now looking forward to starting work in Jan 2022… ~Anonymous ~ “ It has been massively life changing being able to talk to people who are non-judgemental and understand what I need” ~ Natalie ~ “ ...What brought me to Burton Mind was my loneliness and not wanting to be part of the modern world. So, the help on computer ” has been magical via BBO Evolve... “ …Now I have stepped back into life with a job I am good at. I will give it my best shot. The help I have received from Burton Mind has been a life saver. ” Thank you doesn’t even cover it... ## ~ Andrea Brown ~ Annual Report 2021-22 **----- Start of picture text -----**
“
[taking part in the Evolve project] gives you a purpose in life and allows
”
you to put something back into society…
~ Jason ~
**----- End of picture text -----**
Annual Report 2021-22 ## Holistic Therapy Report - Oct 2021 to Aug 2022 Keri Lawrence, Development and Sustainability Officer Number of respondents: 27 (22 for Holistic and 5 for Mindfulness) ## Holistic Therapy (Massage) ||Improvement
on Wellbeing|Improvement
on Self Esteem|Improvement on
Social Connection| |---|---|---|---| |Ave Score out of 10|8.27|7.73|7.45| |% of participants noting
improvement|95%|86%|82%| Net promotor score of 86 (based on Friends and Family Question) Demographics: Average Age of participant: 47 years. **----- Start of picture text -----**
Age
0% 5%
27%
64%
16-24 25-54 55-65 66+
**----- End of picture text -----**
Comments made: - “Room for improvement” i.e., give away affirmations, goals for next time. - “It’s perfect, that's lovely” - “I think it’s great” - “Appointment availability” - “It is close to perfect” - “Longer sessions” - “The service is amazing!” ## Mindfulness ||**Improvement**
**on Wellbeing**|**Improvement**
**on Self Esteem**|**Improvement on**
**Social Connection**| |---|---|---|---| |Ave Score out of 10|8.20|8.40|8.60| |% of participants noting
improvement|100%|100%|100%| Net promotor score of 100 (based on Friends and Family Question) Demographics: Average Age of participant: 57 years. ## Comments: “You have it just right” ## Other Feedback "I want to thank you for your sessions, they have helped me greatly. I will miss them, but I have a good foundation to build on my mental health and wellbeing. You do an amazing job and thanks for helping me through some difficult times." ## Trends on Referrals ## Referrals Holistic Therapy **----- Start of picture text -----**
14
12
10
8
6
4
2
0
Holistic Therapy
Mindfulness over Zoom
Group Mindfulness at Burton and District Mind Office
**----- End of picture text -----**
## Conclusions - Positively received service with strong evidence of increase of wellbeing on scales. - Dip in referrals to holistic therapy (massage) since 2022. - General increase in take up of group mindfulness since April 2022 – but numbers still generally low. - Average age is higher compared to county average (42 years). - Use of service by males is low – but perhaps not marketed towards male users. - Users of service by ethnic minorities is low – but perhaps not marketed towards these communities. 8LKton and District Tr￿nd- Chartty 1140492 Corrpary No. 07438326 Bur+On 2nJ Dis+ric+ for better mental health Burton and District Mind End of Year Financial Statements Year ending 31st March 2022 B￿tI￿ WKI Distrrt MIMJ 67 Brnnston Rojd TrenL Staffoidshr< DE14 3BY Bwton And otst￿t Klw)d is a ComF¢ny LIn)￿d tywte*- R•9iStered in Engl￿ Wai• Ch&rity N￿￿ber- 1140492 Page I Burton and District Mind- Charity No. 1140492 Company No. 07438326 Independent Examiner's Report to Burton and District Mind I report on the accounts for the year ended 31st March 2022 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 requirement5 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 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 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: Name: Victoria Watts Address: 4 Old Reservoir Lane. Sandown. Isle of Wight. P036 9RM Page 2 Burton and District Mind- Charity No. 1140d92 Company N& 0743B326 Statement of Financial Activities Unrestrirted Designated Restricted Endowment fiJThYs fvnds fvnc15 fvnds Total Prioryear fund5 total fund5 Income and endowment5 fr1Th" DonatlOD5 and legacie5 Incom& from charitable artivities Other trading act￿ltieS Inwestrnent5 Othèr intomo Total inc¢Jm 1.110 23.￿1 11.786 12 11612 66.721 230 15.222 3BI.125 20,016 12 19.096 289.617 16,229 182 S.503 36009 416.374 32S124 Expendtture R8ising funds Exp•nditure on charitabl• Other expenditure Total oxpeTrdituro 427 8&327 427 439.401 2.268 269.780 11&066 2A009 754 nA066 24009 439￿26 272,054 Gains / Ios5e5 on investment 45setS Net incr*ne l (expenditure> r•xwrc•s b•fw• tv*sf8r (51945) (27*03) (23.4541 53.070 Tronsfers Qr055 tran5f•r5 b•tw•M fund5- Iri Gross tr4nsftrs bglwepn Funds- rxjt Other reco9nis•d gaiThs 11055•S Gains on r•valuati+X4 fix•d a55•t4 ch&rit￿5 own vso 37.235 (24002) 9513 16?.0491 92.75 1917151 112,887 fl12.8871 Net mo¥ement in lunds UA42) <24.870) Z858 (24454) 53.070 Tot•1 f￿￿1* brought forwr 89.234 193.992 140.922 Total funds carried forward 170.538 193.992 Page 3 Burton and Distrirt Mind- ChaTity NCL 1140492 Company No. 07438326 Balance sheet Class and code Descri tion This ear Last èar Current assets BBOCASH CASH COIF COOPBANK DEPOSIT Z05 880 Petty Cash Petty Cash CBF CofE Deposit Crx)p Current ACc￿jnt Coop Deposit Account Account5 Rec8ivabl* Total Cwrent assets 15 39 63,220 67,680 63,125 31.375 225.454 76 63.214 66.140 53.119 14,685 197.245 Liabilitie5 6699 UNCLEAR Z04 A9en¢y coll&ctions Un¢lÈared Cheques. Pay￿ntS & Banknng Accounts Payable Tot¥1 Liabilitiè$ 50,404 4.512 54.915 3.253 3.253 Net Asset 5W51dvfi¢it) 170.538 193.992 R•s•rves Éxcess l (deficit) to dat• Starting balanc Total ReseThes 123.454) 193.992 170.538 53.070 140.922 193.992 Zol Represented by funds Unrestricted Dèsignat•d Rèstricted Endowment Total 68.567 64,363 37,608 70,009 89,23a 34.750 170.538 193.992 Uncleared Cheques. pay￿￿ntS & Bankin9 of £50.404. relates to dof•rr8d irKome from funder MPFT in relat*on to contract*d counselling costs for th• p￿0d April 2022 - Nov 2022. This ￿¢¢>The has been deferred & wll be retoynisod in the accounting pgriods to which it relates. Victoria Watts For the year ending 3110312022 the company was entitled to exerytion from autht under section 477 of the Companies Act 2006 relatin9 to small companies. The member5 have not requirwj th¢ company to obtain an aLKlit of its ac¢(MJnts fty th•y￿r in question in accordance with section 476. The directors acknowledge their responsi￿lItIeS for con4)lyin9 W7th the requirements of the Act with respect to accounting records and the preparation of accounts. These accourits have been prepared in accordarre with thg provisK)n$ appiKable to tixry>anies subject to the small corvpanies. regime. Kenneth 8uilth Chair Dated Page 4 Burton and District Mind- Chartty No. 1140492 Company No. 07438326 Statement of assets and liabilities General Des nated Restricted Endowment ThL5 ear Last ear Currert a55et5- Cash at bank al￿ ￿ hand BBO Petty Cash- (4) 18 15 Petty Ca5h- (Z951) 4288 0297) 40 CBF COE Deposit- IW97 018286) 4908 63219 63.214 Coop Currer*t (228.115) 17&927 116067 67,679 66,139 Coop D*posit Accowt- 125 61125 53.119 Totrkn n,251 63.963 57065 194.079 182.560 Cuff•nt assèts- Dobttys Account5 RO¢*hfable- 2.184 2.184 31.375 31.375 14.685 14.685 Totzls 28.486 Liabiliti•s. Crethor& Amowft5 faI￿ry (kni. one ye•r Account5 Payable- 1.434 2.7rJ Z773 4.512 4.512 3,253 3.253 Tot•ls Liabilities- Provisiorl for lia￿￿t￿•S and charges due ￿￿thIn on• y•ar Uncl8ared Cheque4 Paym•rts & Barthiry- Totals 4.433 4433 45,970 45.970 50.404 50.404 Gwd tot•i 68567 37￿8 170.538 193.992 Page 5 Burton and District Mind- Charity 1140492 Ci)mpany No. 07438326 Fund movement by type ni Incomi oin Transfèrs Closin BMYP- Burt¢)rt Mirtd YouThJ per￿Th Cowseuw Oesignated Su&tot81 for BMYP 10.140 10.140 10,140 10.140 BuildRe5- 8uildng Purths• I Rèstrirterl Sutrtotal for BuildResqThvJ 9.513 9513 9.513 9.513 CoOpHolbSt- Coop Holi5ti¢ RO￿51 Designated &A￿total for CoOpHoli5tic 127 127 2,873 2.873 Comsery. comm1￿•tY Savvic•s Desi9nated 4b-tot•l for CoffiSoThK•s 8.000 8.000 CoD501Peer. Cortsdid•t* Chwities èstri¢ted SI￿total for CoThsciP••r 1.731 1.731 11.9691 .969) 1700 Devsustai. Dwoiopmont & gjstairwblity T• Desigrbaled s￿￿0t￿l For O•v&Jsts•Mbility 14,324 14324 (14.3241 114.324) DuthyL*- Duchy Lancast•r/ Ftymd•tN)D Rostlicted su￿tot￿l for DuthyL•Y￿t•r 2.000 1.385 16151 (615) EcoTh- EcoTh•rapy De519noted SutrrtotBI for EcoTh•rapy 1398 1.902 1,902 4.730 4.730 4,226 4.226 GROW. Growl Eeo Thryy- Dtyn9 Our Blt Designated SulTrtotal fv GROW ZTr3 1489) (4891 HnndinHand- HandlnHand Rostrirted Sub-totol for Han(knHond Hfr3lthW&tc- Hedthw4tth- YoyThJ Restricted Sutr*tot&l for He•lthW•tth 750 582 582 HolisticfjQ- Str•¢hw & Tr¥rt Rèstrictèd Sultrtot•l for Holi5tic6trF iooo 3,000 3.000 MPFf- Midlands Partnqrship Restricted Sutrrtotal For MPFT 161.975 1975 130.929 130.929 (31,0461 (31.046) MPFTExtra- MiLlwvJs P•rtw Restricted Su&total for MPFTExtra 22.985 14344 14J44 (8.042) (9￿4 Mentor- Mentor Project riestricted Sub-total for M•ntor 99.793 99.793 75.806 23.987 23,987 M4rcèr- M*r¢er FLvLiSn9 Designated lrtotsl for Mercer 6,000 Page 6 Burton and District Mind- Charity 1140492 CDrnpany No. 07438326 NatMind- Mind- National Restricted s￿￿tOtal for Natmy 423 423 NatMindCRM- Mind- National- CRkl Fund Oesi9nated Sd*total for NatMindCRM (1.7441 ,744) NatMindPar- Mind- NatKffial- P•ti¢k)tion Gvant Restricted Sub-tota for NatmW￿PaT 1.800 l800 420 11,3801 (1.3801 Restrirtèd Sutrtotai for Toyota 1.928 1.928 1.260 1.260 (667) (66 Wi115Peer- Wills & Tryst$- P•w Supprrt Designated Sthtotol for W41sPttr 491 491 Genernl- Genernl Unrestricted Su&total for General 70,009 36,809 88,754 50,503 50.X13 68,567 08.567 BBO- &Jildin9 Bfrttqr Opyt Desi9nated s￿totaL for BBO 31.365 4,186 GSTGo- G•t S•t to Go Desi9nated S￿total for GSTGO 1,528 1&28 0,5281 0￿28} TtAX- Tampon TJX Desi9naied Su&total for TTAX 1716 (Ino) {in61 Thithwll. Tl*nk**ll wmaliw Designated SLth-tot•l For Tlwnk¥**U 230 230 1690 145401 14.540) TféntDMHW- Trwbt and tyove MH supwt wowkqr Dési9nbtod S￿￿total fov TrentDM14W 31,819 14,1321 14,132) 27,687 Bm￿dCO￿nS. Burton Designsted Sub-total for BKthndCow& 13.061 11061 1243 3,506 1.344 L344 12.242 11242 CompThw. Complimentary Tlwi Designated Restricted Sutrrtotal for CompThery 430 4512 1,019 6.131 459 449 3,961 (1093) n.743) CiN- Children in N8ed R*stri¢ted Sutrfrtotal for CIN X.5ri 6A24 6.424 115.093) 05.093) YPCOUNS- pwx¥ts ctyth$ellin9 Restricted Sub-total For YPCOUNS (1344) .344) R*servts- Reserv•s Designated sul￿t￿tal for Resewve5 36,000 36.000 AvailRe5- Available Reserve5 Designated Sub-total for AwlR•ser¥*s 18,967 18.961 9.762 9.762 19.216 19216 (9,513) (9513) Grarml total 191992 41fy374 439.828 170.538 Page 7 Burton and Disknct MivKI- Charity No. 1140492 Company No. 07438326 Analysis of incorne and expenditure Total INCOME AND ENDOWMENTS Donations and le9acies 1010- Income trainin9 courses for other Or 1015- Donations IBACTI 1035- Fund raising activitie5 1040- Counsellin9 Donations 1050- DonatlOn5 GenÈral 1080- Mission Fish. Everyclick. MyDonate etc. 1090 - Charity Payments frorn Amazon Pay Pal etc 1099- HMRC Gift Aid Income 1155- Legacies- Designated 330 330 1.226 8.000 910 25 7.659 167 259 243 243 920 11.149 12.569 834 834 1140) 1140) 1.387 15.222 850 1.387 13.612 Totsl 1.110 500 19.096 Income from charitable activitie5 2040- 16-18 yrs ¢otJnselling 2040R- 16-18 yrs- CIN 2150 - Complirnentary Therapy 2150D- Complirnentary Therapy 2150R- Complimentary Therapy 2170- Trènt & Dove 2170R- Trent & Dove 2190 - Other Grant5 2190CRM - National Mind CRM Fund 21gODUCHY- Duchy Lancast•r / Conk Fynd 2190GROW- Inctsm*- Grow Eco Therapy 219OHEALTH - Healthwatch- Ywn9 Person 2190M- Mercer FuThd￿n9 2190MENTOR- Mentor Proi•ct Income 2190MID- In¢om•- hAidlands Engine 2190MIND - National Mind Fundin9 2190NMP- National Mind - Participation 2190PEER- Consol. Charitie5 Pe•r Support 2190TOY- Toyota - Kingfisher Ecotherapy 2201D- Burton Mind Counsellin9 28BOD- BBO income 2MPFT - MPFT G¢n¢ral 2MPFTR- MPFT Restricted 6.678 17,612 20 80 3.360 3.000 3,883 31.819 io¢)0 3,883 1,650 20.908 6,800 31.819 3.000 3,000 2.000 2.500 750 750 6.000 99,793 99.793 1,997 500 1.800 3,700 2.000 10.657 32,423 14,654 159,738 289.617 200 loo 1.343 27.179 1.343 27.179 19.758 184.960 381,125 19.758 184.960 290.503 Total 21901 66,721 Other trading activities 3010 Privatè Counsellin9 3020D - Thinkwell 3070- Postage Stamp sales etc Total 11.770 11,770 8,230 16 20.016 8,310 7.915 8.230 16 11.786 8230 16,229 Investments 4010- Interest Fteceived- Bank Total 1? 12 12 12 182 182 Other income Total INCOME TOTAL 36.809 88.563 291.003 416.374 325.124 Page 8 Burton and District Mind- Charrty No. 1140492 Company No. 07438326 EXPENDITURE Raisin9 funds 6010- Training for outside orgaThisations 6020 - Fundraising exper)se5 2.268 427 427 427 427 Total 2.268 Expenditure on charitable activities 7501- Insurance 7502- Heat & LEht 7503 - Rent/Lease 7504 Council Tax / Business rate5 ?505 - Water Rates 7511 Security / Mace fire alarm 7522- Computers and 50ftware 7522MID - Cornputer Equip- Midlands Ergine 7531- GÈnèral Repairs & Ren¢wals 7541 Cleanin9 Materials 7542 - Waste Services 7551- Sundry Exp¢nditur• 7561- Gifts 7600 - BME Project Worker 7600GROW - Project Worker GROW 7600MENTof4- Mèntor Project Costs 7610- Salaries Pansions NI - General 76100 - Salaries Pen5ion5 Nl- Trent Dove 7610DEV- Dev*lopment & Sustainability 7630 - Staff Expenses 7630CINR - Staff Expenses- CIN 7630DEV - DoVolopm•nt & Sustainability Exp 7630TDMHWD - Staff Expenses- Trent Dove 7650 - Volunteer Expenses 7670 - Staff & Trustee Training 7680D- W•ll-b•in9 Courses 7690- Complimentary Therapy- Gen 7690D- Complimentary Therapy- Des 7690R - Cornplimentary Therapy- Res 7695D - Burton Mind Counseiltn9 7110- Telephone 7710MID- Telephone Costs- Midlands Engin• 7720 - Stationery 7730 - Postage & Stamps 7140 - Internet T150D- N3 connection 7760- Photocopier Expenses 7770 - Office Equipff*t)t 7rnDUCHY- Gardenin9 Supplie5 7rnGf4ow- Gardening EquipmÉnt- GROW 7TllKLNG - Gardening EquipmÈnt- Kin9fish 7820- CRB / DBS FeÈs 7820GROW- DBS Fees- Grow 7830 Subscription5 7840- Professional Fees 7850 Advertising 7910R- Coun5elling 79?0 - Counsellors Supervi510ri 7950R- UndÈr 25- Counsellin9 7950TTO- Uner 25- TTax 7960- pr￿vate Counselling 7970D- Thinkwell counselling 7990CINR- DNA- CIN 1.559 1.637 9.095 1,559 1,637 9.510 2,454 2.555 9,000 11.2671 169 447 7.101 1.593 284 55 437 176 52 200 215 146 146 195 11.179 295 8.044 2.847 33 33 193 440 198 75 116 688 250 45.276 28,079 938 45.276 108.927 26,083 14.282 742 67.706 19,142 26.083 14282 220 81.352 23.453 169 352 248 60 43 965 137 965 1.215 579 329 228 138 978 370 72 299 2.292 2.056 4632 1.725 3.867 4.632 1,619 2,960 633 1.619 (546) 154 3506 202 1.616 1,385 405 83 30 186 16 245 139 016 33 616 1,169 199 33 137 1,202 336 161 93 143 565 1,046 66 93 143 372 495 48 45 2,183 83 390 330 234 130 5.577 4.262 96 299 783 340 727 1.035 783 436 96 560 8.036 300 1690 100 B,436 3,690 20 20 Page 9 Burton and District Mind- Chafity No. 1140492 Compèny No. 07438326 7999CINR - Counselling 16-18 yr- CIN 7999TTD- Counsellin9 16-18 yr- TTax 7801- 880 staff costs 7B02 - BBO Consumables 7B03- BBO Equipment 7B06- B80 Participants Exp in¢ ¢hiL¢kare 7B07- 880 Staff Expens95 7MOI - MPFT Adult Counseilors 7M02 - MPFT SupeNision 7M04 - MPFT Mobile Phone 7M05- MPFT D8S checks 6.306 6.306 4.775 26 26.723 272 30.988 130 120 30.988 134 120 34 655 90 140.787 3335 140.787 3.335 886 193 439.401 85.947 1,268 312 193 235.009 Total M327 17&066 269.786 Other expenditure Total EXPENDITURE TOTAL 88.754 11&066 235.009 439.828 272.054 GRAND TOTAL 151.945) 127503) 55.994 123,454) 53.070 Page 10 Burtofi and District Mind- Charity NTr 1140492 Coffpany No. 07438326 Burton and District Mind Treasurers Re 01.04.21 to 31. -22 ort The13st year has seen Burton and District Mind grow substantially duè to our focus on tenderin9 and successfully winning contrècts. This is in line with our strategic goal of ensuring we have financial stability in order to provide long term support to the people OF Burton. Lichfield. Uttoyeter. Tamworth and Bumtwood. Income 21-22 5% 4% Year on Year FY 21-22 20-21 19-20 £k £416.374 £325.124 £231526 91% For the financial yèar endin9 31" March 2022 ther• has been a 289b increase in incomo with the main uplifts being: Mentor É99.8k MPFT £30.3k Trènt & Dove £13.Ik Donations £6.9k Holistic Therapy £6.4k Costs 21-22 Year on Year 6% £k £439.828 £272.054 £216,008 21-22 20-21 19-20 Central Tearn Contra(tleam • P￿n￿￿ ll AdrninC05t Expenditure has increased due to the incremental requifemènts to recruit new team members to 5UPPOrt the new awarded contrart5. The main increasès have beèn across thè MPFT and Mentor contracts. £57.k and £415.3k respèctively. along with an increase of £41.9k in central tearn salaries which includes the addition of the Dèvelopment and SustainabilFty team. Costs have also remained a challèn9e due to the impact of coming out of the covid pandemic with current global economic factors in play, however. we continue to look to ensure that that wè control ¢)ur ovèrheads kn order to ensure that money is spent on the people we supporL Page 11 Burton ènd District Mind- Charity No. 1140492 Company No. 07438326 Inye Sur lus/ £k 21454) £53,070 £17,517 Thè 21122 deficit is primarily due to ussng our available reserves to fund th èddition OF a Development & Sustainability Officer. This enablèd additional fijnds to be sourced and brought into the charity. which were subsequently spent on supporting more sÈr¥ice users. 21-22 20-21 19-20 21-22 20-21 19-20 Curr¢nt Assets Cash Oebtors Current Liabilitie5 Creditor5 Provisions Total £194.078 £31.374 £182.559 £14.685 £128,A52 £13,808 £4511 £50.403 £170.538 £.3252 £0 E191992 £1.338 Eo E140.922 Debtors ir¢clude March invoices for 3 contracts and 1 confimgd donatiorL Provisions relate to deferrfyd income. funding additbonal counsollors from April 2022 to Nov 2022 and which will be r¢co9nised in the a¢countin9 periods to which it relatès. We have increasèd Ouf Reserves Fund, which covers our winding up costs should they be rèquired. from £30k to £36k. This is reviewed every 6 months in order to ensure it reflects the current structurè/risk. As ever the whole team at Burton and District Mind have put thèir hèart and 50u15 into en5vring they can give support to the right people at the ri9ht time. Thèy go above and beyond to ensure this 15 achieved. Therè are many new opportunities on the horizon which I am sure wilijust strengthen the servic05 we provide. The Board of Trustees will ensure that thèse arè in line wrth our Stratè9ic Pian. Great year everyone. thank you. Diane Worley Treasurèr Dated 18/07/2022 Page 12 P4Jrton and District PKind- Charity N¢x 1140492 Company No. 07438326 Independent Examiner's Report to Burton and District Mind I report on the accounts for the year ended 31st March 2022 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 Art 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)Cb) of the Act. Independent examiner's statement I have completed my examination. I confirm that r)0 material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the 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 fom 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: 21107122 Name: Victoria Watts Address: 4 Old Reservoir Lane. Sandown. Isle of Wight. P036 9RM Page 2