2024-03-31-accounts - Rubicon Cares

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CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 01.04.2023 Period start date To 31.03.2024 Period end date Charity name: Rubicon Cares Charity registration number: 1144081 Objectives and Activities SORP reference Summary of the purposes of the charity as set out In Its governing document Para 1.17 To relicve ihe mental and physical sickness ol" persons rcsidenl in Kent suffering from Ir(iuma as a result of being victims of serious crime. by ihe provision of free counselling and support for such persons including the rovisions ol'a s cialisi hel line. lii planning our aclivilies lor ihe year we hai'c kept in mind ihe (.'harity Commission iuidancc on l)ublic B¢nefit at our Trustee m¢Llings. Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Para 1.17 and 1 19 The focus of our activities remains specialist trauma counselling tor peopl¢ affected by crime in Keni & Medway. This is for individuals agve 13 10 18 and adults with no upper age limil. The crime incident can be historical, current, reported or unreported. This benefits people by helping them deal with I reduce the trauma symptoms resulting from the crime incident. This in turns improves their mental I physical health. improves their day lo day functioning, improving their employability, improving relalionships. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 All Trustees have given due regard to the guidance issued by the Charity Commission on Public Benefit

Additional infonnation (optional) You ma choose to include further statements where relevant about" SORP ¥elerence Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment We have been very fortunate to be supported by volunteers within our community fundraisillL' plans and within our "back office, admin struclure. The volunteers come from various sources eg ex- service user. friends and families of counsellors. local communily mcmbers. students. Para 1.38 Contribution made by volunteers Other Achievements and Performance SORP reference In 202J-2024 we continued to see the impact of COVID-19 pandemic and the global financial crisis within the referrals we received and the lack of funding streams to access. The reduction in "hat we were able lo raise tinancial l J. in this )'ear led to slreamliningi the service so thal we could conlinue to provide the service to our local communities and avoid closing the charity. Summary of the main achievemenls of the charity, idenlifying the dit"t"erence ihe charity's work has made to (he circumslances of ils beneficiaries and any wider benefits to society as a whole. Para 1.20 We continued to see an increase in referrals t.rom 'hard io reach, groups such as the 1[a'ellinJ community. We were also supported by existing funders ,ho V*'ere i'erN, flexible with hoiv we spent lunds and exlendingy deadlines for funds to be spcnt. People conlinued io support us by donating or doing lundraising events to help us raise mone Additional information (optional)

You ma choose to include further statements V4here relevant about: Achievements against objeclives set Para 1.41 Perfomiance of fundraising activities against objectives set Para 1.41 Investment performance against objectives P•ia 1.41 Other

Financial Review Review of the charity s financial position at the end of the period Para 121 Our lolal income for 2023-2024 was £106,738.29. The total expenditure was £162,970.24. The balance carried forward was £49,007.74. Ofihis £16,597.22 is restricled funding. Statement explaining the policy for holding reserves stating why they are held Para 1.22 We hold £32,410.52 unrestricted funds in the bank for any unforeseen circumstances and lo ensure safe closure for clienls if the chariiy has to cease trading. We aim to keep Ihis reserve for the comin& year. Our main source of funds have been Sir Thomas srnhe, Cole Charitable Trust, Schreier Foundation, OPCC, Tesco Groundworks, Keni Communiiy Foundation, Cobiree Charit<ible Trust, Co-op local community fund, Colyer-Fergusson Charilable Trust, Philip & Connie Phillips Foundation. We also raised funds via direct donations from service users and the &ieneral public. These funds have enabled us to provide much needed specialist trauma counselling to the people affecled by crime. We also continue to develop a community fundraising) slralegy, the income from this enables us io fund smaller, unexpected expenses such as client travel or ad hoc room hire. Rubicon Cares has no assets or debts. Amount of resenies held Reasons for holding zero reserves Details of fund materially in def icit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 £.3?.410.52 NIA Para 1.22 Para 1.24 NIA Para 1.23 NIA Additional information (optional) You ma choose to include further statements where relevant about.. The charity's principal sources of funds includin Para 1 47

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Structure, Governance and Management Description of charity s trusts.. Type of governing document liarterl Para 1.25 Constitution How is the charity constituted? .rpcrated associatOn Cl0, Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 Association Para 1.25 Elected Additional information (optional) You ma choose to include further statements where relevant about: Policies and procedures adopted for the induction and training of trustees Para 1.$1 The charity's organisational structure and any wider network with which the charity works Para l_51 Relationship with any related parties Para 1.51 Gov¢mance issues as per the Constitution Other All trustees have inductions in line with the Charit), Comniissions guidelin¢s including familiarisalion '1th Charity guidelines and policieslprocedures. All counsellors are members and lor Accredited Members of the British Association ot"Counselling & Psychotherapy an(Vor Accr¢dit¢d members of the National Counsellingj Society, are registered with the ICO. complianl wilh insurdnLe and CRBIDBS requirements. Rubicon Cares adheres to the BACP and

NCS eihical guidelines All Trustees give their lime voluntarily and receive no remuneration for iheir work. Major risks and systems I procedures to manage them are regularly reviewed at Board meetings and business plans including financial stralegy are regularly reviewed. Also, matters of risk and safeguarding regulaTly reviewed. Reference and Administrative details Charit name Other name the charit uses istered charit number Charity's principal address Rubicon Cares 1144081 Maidstone Community Support Centre 39-48 Marsham Street Maidstone Kent ME14 1HH

Names of the charity trustees who manage the charity Dates acted if not for whole ear Off ice lif any) Trustee name Name of person (or body) entitled toa oint trustee ifan David (Dave) Edward Atkinson Treasurer Rowland (Tad) John Taberer Secretary Emma Easton Martin O'Neill Monika Wilde Freya Rich Sandie Turner 01.04.23- 27.06.23 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re ortwasa roved Director name Name of trustees holding title to property belonging lo the charity Dates acted If not lor whole Trustee name ear

Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects NIA Details of arrangements for safe custody and segregation of such assets from the charity's own assets NIA Additional information (optional) Names and addresses of advisers (Optional infomiation) Type of Name Address adviser Name of chief executive or names of senior staff members Ioptional infomiation) Bridget Blackford Read Exemptions from disclosure Reason for non-disclosure of ke ersonnel details NIA Other o tional information

Declarations The trustees d8clar8 that they have approvèd the trustoos. report above. Slgned on behalf of the charitys truste•s Slgnature{s) Full name(s) Posltlon (eg Secretary, Chair, etc) Date 01 Zcl

CHARITY (OMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to th• trusteesl membern of I(0 cA£4S On accounts for the year ended Charlty no (if any) 1131T 11 4yo&I Set out on pages I report to the trustees on my examination of the accounts of the above charity (llhe Trust") for the year ended ResponJibiltle8 and basls of r•port As the charty's trustees. you are responsible for the preparation of the accounts in accordance wrlh Ihe requirement8 01 the Chariiie8 Acl 2011 {"the Act.). I report in respect of ry exarninalion of Ihe Trusfs accounts carried oul under section 145 of the 2011 Acl and in carying out my examination, I have followed all Ihe applicable Directions given by the Charity Commission under section 145{5)(b) of the Ad. Independent IThe charity's gross income exceeded £250 am qualified lo examlnerf8 Statement undertake the examination qualified member of lin88rt n8me of applicable liste elete [ ] rf not applicabl8. I have completed my examination. I confirrn that no material matters have come to my attention in connection wrth the examin81ion (other th8n that disclosed below ') which gives me cause to believe that in, any mat8rial respect.. the accounting records were not kept in accordance with section 130 of Ihe Charities Ad; or the accounts did not accord with the accounting reo)rd8', or the accounts did not comply with the applicable requirernents concerning the fom and content of accounts set out in the Charitles (Accounts and Reports) Regulations 2008 other than any requiremenl that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. I have no concems and have com• 8cr033 no other matter8 In connection wilh the examination to which attention should be drawn in this report in older to enable a proper understandlng of tho acAX)unt8 to bo roathed. Please delele th words In the brackets rf they ¢*) not apply. Slgned: Date: z811 2Q-L Nam•'. OLs Relevant prof•J$lonal quallflcatlon(•) or body IER Oct 2018

(if any): Address: 4if 20 HOPI kn•44LL rtq*C 9LI' Section B Disclosure Only complele I,, 11)e 8xamiiiei needs lo highlight malerial mallers ol concern (see CC32, Independent 8xamination of charty accunt5.' diredions and guidance for examiners). Give her8 brief details of any Items that the examiner wishes to disclose. IER Oct 2018

(TrLTI-()iyr.s LliknTht¢ DI 01 im 2) 17J96 51 lkniiioTri Ih(WinF I'th5hjvr BuibJth• CDTC CDJt SIT Ilomb¢ Smhe 1SkiThnul Ei.w) IJOJ22 79 [tsbIE Trust 11.tyN)I Ilitt hrtt FOdI1 É3.{ Ip81 3JO? •9 É&78 96 5& 7) mtnl Krnl I'omnwnily l Qund•liDn ClJ50. Bwkt 224.13 r¢lwul i(JTAi. mi £1.73# ?¥ 162.970.24 C49.Wl.74 Bf•kdown ol bal•nu uiri•d fofw•rd: 1S*5 0 JJ812 14 lJ61 J3 I Cwiem

st Balance Sheet at 31 March 2024 st Bank balance 31 March 2024 £49007.74 Retained Reserves £49007.74

Financial Statement 2023- 2024 We hold £33612.14 unrestricted funds in the bank for any unforeseen circumstances and to ensure safe closure for clients if the charity must cease trading. We aim to keep this reserve for the coming year. We hold £15,395.60 restricted funds to be used in the coming year as per grant agreements with funders. Our main source of funds have been, Kent Police & Crime Commissioner, Sir Thomas Smythe, Cole Charitable Trust, Schreier Foundation, Tesco Groundworks, Kent Community Foundation, Cobtree Charity Trust, Co-op Community Fund, Colyer Fergusson Charitable trust, Philip and Connie Phillips Foundation, Masonic Charitable Foundation. We also received donations from various routes. We raised money through community fundraising events and through training events. These funds have enabled us to provide much needed specialist trauma counselling to the victims of crime. We have also been developing a community fundraising strategy, the income from this enables us to fund smaller, unexpected expenses such as client travel or ad hoc room hire. Rubicon Cares has no assets or debts.

st Balance Sheet at 31 March 2024 st Bank balance 31 March 2024 £49007.74 Retained Reserves £49007.74