REGISTERED COMPANY NUMBER: 08018086 (Wales) REGISTERED CHARITY NUMBER: 1148804
REPORT OF THE TRUSTEES AND
FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2024
FOR
ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED (A COMPANY LIMITED BY GUARANTEE)
ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2024
| Page | |||
|---|---|---|---|
| Report of the Trustees | 1 | to | 4 |
| Independent Examiner's Report | 5 | ||
| Statement of Financial Activities | 6 | ||
| Statement of Financial Position | 7 | to | 8 |
| Notes to the Financial Statements | 9 | to | 12 |
| Detailed Statement of Financial Activities | 13 |
ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 APRIL 2024
The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 30 April 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).
OBJECTIVES AND ACTIVITIES
Objectives and aims
Asbestos Awareness & Support Cymru (AASC) was established in Wales to provide a network of help and support to victims of asbestos related diseases and their families. As well as offering one to one and group support it also acts as a signposting service to guide victims of asbestos disease and their families to the help they need from health, social care, and legal professionals, in the statutory, voluntary, and private sectors to ensure that they are aware of the best assistance available within Wales. The principal activity of the charity is to enhance the quality of life for those living with asbestos related diseases in Wales.
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 APRIL 2024
OBJECTIVES AND ACTIVITIES Achievements and performance
Despite significant challenges faced following the retirement of the previous and long standing Admin. Manager and Company Secretary, the charity has continued to grow and develop its service further. Key Updates
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Recruitment of a new part-time Charity Administrator to oversee and manage the charity's day to day finances and to administer and monitor necessary and regulatory requirements, update records and manage the online help desk and Zoom meetings.
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Change of registered charity address (c/o Accountant)
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New Trustee welcomed to the Board of Trustees.
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Recruitment of a new part-time Specialist Support and Clinical Liaison Officer.
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New and updated charity website launched 1st March 2024.
Overview of Activities
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An informal telephone survey was conducted with a number of patients and carers throughout spring and summer in order to ascertain which area of the service was of most value. The results revealed that the telephone helpline and regular telephone support was of greatest value/benefit followed by the availability of information received via Patient & Carer Packs which was followed by online Zoom support group meetings and 'In Person' events. The service has been defined accordingly, based on the feedback. - Internal communication has also been revised to include regular online meetings via Zoom as well as updates via Email to ensure transparency. - Localised adverts were placed in local communities reaching out to over 250,000 homes in the Newport, Gwent area and a readership of over 60,000 in Pembrokeshire in the hope of reaching out to patients and carers and raising awareness. - Updated hospital information packs were distributed to every known Lung Cancer Clinical Nurse Specialist in hospitals throughout Wales in order to share information with patients and carers affected by Mesothelioma.
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Introductory Emails sent from the Specialist Support and Clinical Liaison Officer to all Lung Cancer CNSs in Wales including updates for key events and support groups.
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Information Packs and new A4 Posters also sent to key Respiratory professionals in the hope of reaching out to patients and carers affected by benign illness such as asbestosis. - Regular updates sent by the Charity Administrator to Patients, Carers and health professionals on mailing lists for support groups and events also managing online enquiries from Help Desk. - Recruited Volunteers at events and via social media to help distribute leaflets and information to G.P. surgeries and to the general public.
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Part-time Support Officer maintained regular contact with patients, carers and bereaved carers to provide support and help improve mental well-being resulting in 991outbound calls which is the highest level to date for the charity. (N.B Due to sensitive nature, length of call duration and times are not restricted)
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Working closely with key health professionals.
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Facilitated regular quarterly Mesothelioma Zoom Support Group meetings for patients and carers, introducing families to the newly appointed Mesothelioma UK Specialist Nurse for Wales and also to other specialist guest speakers e.g Senior Respiratory Physiotherapist. - Made additional support available to families through support meetings, events and calls where required from AASC's newly appointed Part Time Specialist Support & Clinical Liaison Officer (Sarah Morgan, Retired Mesothelioma UK Specialist Nurse). - Facilitated regular quarterly Online Zoom Support Group Meetings for patients and carers affected by Asbestosis and Pleural Thickening working closely with Lead Specialist ILD Nurse.
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Facilitated quarterly 'in person' events in various locations for patients, carers, bereaved carers sharing information, providing support and raising awareness including Action Mesothelioma Day, Patient & Carer Day, Festive Lunch and Global Asbestos Awareness Week events.
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Developed and confirmed a full calendar of support events for the year ahead.
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Maintained relationships, support and information available from Specialist Legal Panel
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Attended and presented at various professional Study and Educational Days creating links.
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Provided regular updates and awareness campaigns via social media.
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Sent out 57 Patient and Carer packs signposting to helping agencies and sharing information.
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Promoted need for fundraising and volunteers at key events and through social media for future provision and development of service.
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 APRIL 2024
FINANCIAL REVIEW
Financial position
In common with many small charities the reserves are not always at the level the trustees would wish, with income remaining at a level sufficient to cover management, administration, and support costs in the coming twelve months thus ensuring continuity in the services provided by the Charity. However, pledges from regular donors have been secured for the future.
Principal funding sources
The principal source of income in the year was charitable donations. At the balance sheet date, the Charity had a fund of unrestricted reserves of £34,960 (2023: £29,595).
FUTURE PLANS
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Continue to develop and provide the service for patients, carers and bereaved carers affected by asbestos related illnesses keeping service users as the central and primary focus.
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Further promote the need for fundraising in the hope of securing further income for the charity
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Identify new sources of income through grants etc.
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Continue to advertise the services offered by the charity in the hope of reaching more patients.
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Strive to recruit more volunteers.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.
Recruitment and appointment of new trustees
The directors of the company are also charity trustees for the purposes of charity law and under the company's Articles are known as members of the company. Under the requirements of the Memorandum and Articles of Association the directors are required to retire by rotation. Appointment of directors is by the charity in general meeting or by the directors.The charity is delighted to welcome Mary Bryan who joined the Board of Trustees on 7 November 2023.
Organisational structure
The charity is governed by a Board of Trustees with three part time staff members being accountable to them. The Support Officer manages and operates the telephone helpline and maintains regular contact with patients, carers and bereaved carers signposting to helping agencies and specialist advice services where required. The Support Officer also works closely with the Charity Administrator and Specialist Support & Clinical Liaison Officer in order to plan, arrange and facilitate both regular online Support Group Meetings and In Person Events throughout the year so that a key 'support event' is offered in every calendar month. Once again, an increase in the number of new patient enquiries received through the telephone helpline was noted resulting in the highest level of new patient enquiries since inception and thus noting a 70% increase compared to the previous year. Therefore, regular contact is currently being maintained with over 140 families affected by asbestos related illness in Wales and this is expected to increase as stronger links are built with health professionals. This could be due to the new marketing strategy and key links further nurtured by the two new part time team members.
In addition to overseeing and managing the charity's finances, regulatory requirements, online platforms (Website and Facebook) and external electronic communications, the Charity Administrator manages enquiries from Patients, Carers and Bereaved Carers via the website 'Help Desk', maintaining regular Email updates and contact and also facilitates and manages the delivery of online Zoom Support Group Meetings. In addition to providing essential additional support to families, the Specialist Support and Clinical Liaison Officer continues to develop and nurture relationships and links with key health professionals in the hope of reaching out to more patients and carers in Wales.
REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number
08018086 (Wales)
Registered Charity number
1148804
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 APRIL 2024
Registered office
Park View House Ropewalk Fishguard Pembrokeshire SA65 9BT
Trustees
Mrs S Baldwin Trustee (resigned 13.6.2024) Mrs R N Williams Trustee Dr P T Thomas Consultant Mrs M Bryan Trustee (appointed 7.11.2023)
Independent Examiner
C W F Marshall FFA William Marshall & Co Financial Accountants Park View House Ropewalk Fishguard Pembrokeshire SA65 9BT
This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.
Approved by order of the board of trustees on 5 November 2024 and signed on its behalf by:
Mrs R N Williams - Trustee
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INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
Independent examiner's report to the trustees of Asbestos Awareness & Support Cymru Limited ('the Company')
I report to the charity trustees on my examination of the accounts of the Company for the year ended 30 April 2024.
Responsibilities and basis of report
As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').
Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:
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accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or
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the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act 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; or
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the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).
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.
C W F Marshall FFA
William Marshall & Co Financial Accountants Park View House Ropewalk Fishguard Pembrokeshire SA65 9BT
5 November 2024
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 APRIL 2024
| 2024 Unrestricted fund Notes £ INCOME AND ENDOWMENTS FROM Donations and legacies 2 36,080 EXPENDITURE ON Charitable activities 3 Asbestos Awareness & Support Cymru 30,715 NET INCOME/(EXPENDITURE) 5,365 RECONCILIATION OF FUNDS Total funds brought forward 29,595 TOTAL FUNDS CARRIED FORWARD 34,960 |
2023 Total funds £ 9,365 23,929 (14,564) 44,159 29,595 |
|---|---|
The notes form part of these financial statements
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
STATEMENT OF FINANCIAL POSITION 30 APRIL 2024
| 2024 Unrestricted fund Notes £ FIXED ASSETS Tangible assets 8 447 CURRENT ASSETS Debtors 9 1,575 Cash at bank 34,323 35,898 CREDITORS Amounts falling due within one year 10 (1,385) NET CURRENT ASSETS 34,513 TOTAL ASSETS LESS CURRENT LIABILITIES 34,960 NET ASSETS 34,960 FUNDS Unrestricted funds 34,960 TOTAL FUNDS 34,960 |
2023 Total funds £ 558 1,671 28,763 30,434 (1,397) 29,037 29,595 29,595 29,595 29,595 |
|---|---|
The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 30 April 2024.
The members have not required the company to obtain an audit of its financial statements for the year ended 30 April 2024 in accordance with Section 476 of the Companies Act 2006.
The trustees acknowledge their responsibilities for
(a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and
(b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.
The notes form part of these financial statements
continued...
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
STATEMENT OF FINANCIAL POSITION - continued 30 APRIL 2024
These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.
The financial statements were approved by the Board of Trustees and authorised for issue on 5 November 2024 and were signed on its behalf by:
R N Williams - Trustee
P T Thomas - Trustee
M Bryan - Trustee
The notes form part of these financial statements
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2024
1. ACCOUNTING POLICIES
Basis of preparing the financial statements
The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.
Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.
Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.
Office equipment - 33% on cost
Taxation
The charity is exempt from corporation tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.
Pension costs and other post-retirement benefits
The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.
continued...
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 APRIL 2024
2. DONATIONS AND LEGACIES
| Donations Grants CHARITABLE ACTIVITIES COSTS Asbestos Awareness & Support Cymru SUPPORT COSTS Management Finance £ £ Asbestos Awareness & Support Cymru 4,502 (83) NET INCOME/(EXPENDITURE) Net income/(expenditure) is stated after charging/(crediting): Depreciation - owned assets |
2024 £ 36,080 - 36,080 Support Direct costs (see Costs note 4) £ £ 24,127 6,588 Governance Other costs £ £ 112 2,057 2024 £ 111 |
2023 £ 8,865 500 |
|---|---|---|
| 9,365 | ||
| Totals £ 30,715 |
||
| Totals £ 6,588 2023 £ 140 |
3. CHARITABLE ACTIVITIES COSTS
4. SUPPORT COSTS
5. NET INCOME/(EXPENDITURE)
6. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 30 April 2024 nor for the year ended 30 April 2023.
Trustees' expenses
There were no trustees' expenses paid for the year ended 30 April 2024 nor for the year ended 30 April 2023.
continued...
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 APRIL 2024
| 7. STAFF COSTS Wages and salaries Other pension costs The average monthly number of employees during the year was as follows: Part-time No employees received emoluments in excess of £60,000. 8. TANGIBLE FIXED ASSETS COST At 1 May 2023 and 30 April 2024 DEPRECIATION At 1 May 2023 Charge for year At 30 April 2024 NET BOOK VALUE At 30 April 2024 At 30 April 2023 9. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR Prepayments |
2024 2023 £ £ 18,377 17,470 113 367 18,490 17,837 2024 2023 3 2 Office equipment £ 2,307 1,749 111 1,860 447 558 2024 2023 £ £ 1,575 1,671 |
|---|---|
continued...
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 APRIL 2024
10. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
| 2024 | 2023 | |
|---|---|---|
| £ | £ | |
| Other creditors | 1,385 | 1,397 |
11. RELATED PARTY DISCLOSURES
There were no related party transactions for the year ended 30 April 2024.
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ASBESTOS AWARENESS & SUPPORT CYMRU LIMITED
DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 APRIL 2024
| 2024 | 2023 | |
|---|---|---|
| £ | £ | |
| INCOME AND ENDOWMENTS | ||
| Donations and legacies | ||
| Donations | 36,080 | 8,865 |
| Grants | - | 500 |
| 36,080 | 9,365 | |
| Total incoming resources | 36,080 | 9,365 |
| EXPENDITURE | ||
| Charitable activities | ||
| Wages | 18,377 | 17,470 |
| Travelling expenses | 412 | 672 |
| Support group costs | 346 | 287 |
| Events | 4,992 | 873 |
| 24,127 | 19,302 | |
| Support costs | ||
| Management | ||
| Pension contributions | 113 | 367 |
| Insurance | 577 | 526 |
| Telephone | 556 | 517 |
| Postage and stationery | 679 | 405 |
| Advertising | 644 | - |
| Computer running costs | 717 | 60 |
| Licences and subscriptions | 1,115 | 746 |
| Training | 101 | - |
| 4,502 | 2,621 | |
| Finance | ||
| Bank charges | (83) | 69 |
| Other | ||
| Depn of office equipment | 112 | 140 |
| Governance costs | ||
| Accountancy fees | 1,320 | 1,320 |
| Bookkeeping fees | 737 | 477 |
| 2,057 | 1,797 | |
| Total resources expended | 30,715 | 23,929 |
| Net income/(expenditure) | 5,365 | (14,564) |
This page does not form part of the statutory financial statements
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