Annual Report
2020 - 2021
Active Independence
## Welcome
Welcome to Active Independence’s annual report which summarises our activities from April 2020 to March 2021.
This was, of course, an unprecedented year for all of us. As we faced the challenges of lockdowns and restrictions I am proud to say our staff worked tirelessly under difficult conditions to help Disabled people, their families and PAs. Fortunately we were able to access additional money from emergency Covid funds to support this work.
Our Advocacy work has never been busier and demand for PA Support service dramatically increased as well as our involvement in the roll out of the vaccine programme to care workers. The details of our activities are in the report.
We couldn’t do what we do without the support of those who work with us:
- We are very proud to have such a team of skilled, experienced **advocates and workers** helping Active Independence deliver such a high-quality service.
- Our **Trustees** and **volunteers** .
We would like to thank our strategic partners and funders:
- HBJ Trust
- South Yorkshire Community Foundation – Covid-19 relief fund
- Voluntary Action Rotherham
- DMBC
- RMBC
- DPO Covid-19 Emergency Fund
- client donations
Naveen Judah (Chair)
## Committee Members:
Naveen Judah (Chair) Barbara Booton (Secretary) Jaqueline Clayton (Trustee) David Turner-Smith (Treasurer)
Jo Ritson (Trustee) Kerrie Evans (Trustee) Eleanor Dabell
1
## 1. Our Aims
We have 3 broad aims which underpin all the work that we do:
- To provide **information, advice, advocacy, training and support to enable** Disabled people to have choice and control, and to live independent lives.
- To **raise Aspirations and confidence** amongst Disabled people, families and carers to facilitate choice, control and independent living.
- To **campaign** for the right for Disabled people to have choice and control, in order to live independently and with dignity
In carrying out the aims of our organisation we undertook a range of activities which are summarised under the following headings
- Campaigns
- Events/promotion
- Training
- Projects & Services
## 2. Activities
## Campaigns
As a disabled persons-led organisation founded on the social model of disability, we believe it is our role to challenge and question policymakers and service providers and to encourage them to work together with us to help make systems and services more person-centred. We do this through our active Twitter and Facebook pages and by taking part in numerous consultations, user groups and regional area networks. During the pandemic we have been unable to attend networking events so have focused on online media opportunities.
We have raised issues such as: PPE for PAs; use of direct payments during Covid: PAs as key workers; the ongoing campaign for social care reforms.
## Training
Training is essential for both people who employ PAs and the PAs themselves. Good quality, relevant training helps to ensure people have the information and skills needed to build positive employer/employee relationships and promotes care and support with safety and dignity.
2
We spent many weeks completely overhauling our online employer course. This is now split into: part 1 – Recruiting a PA; part 2 – Being a Good Employer .
this adds to our current offer of:
- Personalisation & Assessment Process
- The Role of the PA
- Disability Equality Training
- Let’s Talk about Restraints
## 3. Projects and Services
## Advocacy
We work with a highly skilled team of specialist advocates trained in the social model of disability and in disability benefits.
## **Funding for advocacy 20 - 21:**
- Rotherham Social Prescribing Service - Contract with Voluntary Action Rotherham.
- HBJ Trust
## **Total Number of Clients Supported since 2011**
**----- Start of picture text -----**
332
350 317
303
293
300
245
250
200 166
150
100 63 61
50 19
4
0
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
**----- End of picture text -----**
Inevitably, there was a dramatic decrease in referrals this year as people isolated and shielded such that. We did, however, continue to provide advocacy support throughout via telephone and, when appropriate, home visiting (taking all necessary precautions).
**Outputs 20 - 21:**
|**Outputs 20 - 21:**|||
|---|---|---|
|**Area**|**Clients Closed**|**Benefitsgained**|
|Rotherham SPS
Funded|128|£235,610|
|HBJ Funded|38|£97,670|
|**Total**|**245**|**£333,278**|
3
## Rotherham SPS Funded Advocacy Project
The following pie charts show the main issue of support we often clients. Something they came with one issue but as we work with them, we come across other areas they need support with
## SPS April 2020 - Mar 2021 Breakdown by Cases
**----- Start of picture text -----**
1% [4%] 10%
6%
9%
3%
67%
Housing Benefits Equipment Care Package Transport Employment Support - Other
**----- End of picture text -----**
The above chart clearly shows the predominance of benefit enquiries. This reflects the very challenging times disabled people are facing in terms of accessing their welfare entitlements.
## **Outcomes**
Fortunately, with the support of our skilled Advocates, most of our clients achieve a successful outcome:
**----- Start of picture text -----**
SPS Closed Cases by Outcome
Support not required
Unable to contact
Increased independence
Increased choice and control
Improved quality of Life
Improved Finances
0 10 20 30 40 50 60 70 80
**----- End of picture text -----**
4
## HBJ Funding
We were extremely fortunate to once again receive a grant from the HBJ trust. This funding enables us to provide advocacy for disabled people who are not funded by any other source
**----- Start of picture text -----**
Breakdown of HBJ April 2020 - Mar 2021 by cases
Care Package Housing
9% 5%
Other
11% Employment
2%
Benefits
73%
Housing Other Employment Benefits Care Package
HBJ Outcomes
No Support Required
Lost Contact
Increased Independence
Increased choice and control
Improved quality of life
Improved Finances
0 5 10 15 20 25 30
**----- End of picture text -----**
**----- Start of picture text -----**
Breakdown HBJ Clients in Areas
Durham
Gainsborough
Sheffield
Rotherham
Notthinghamshire
Doncaster
0 5 10 15 20 25 30
**----- End of picture text -----**
5
## Case Studies
Our support has helped to reduce the stress that many clients were experiencing. They feel more financially secure have greater independence and control of their care and support needs, increasing their quality of life, health and well-being. The following case studies reflect the diversity of our advocacy work
## Client BM
## Initial Issues
We have supported this client at different times since May 2017. In February 2021, Client contacted us directly asking support to renew blue badge
## Intervention
- Completed online Blue Badge application with client in Feb and received confirmation been successful in March 2021.
- During visit in March, asked support to help his wife complete AA renewal form. Interviewed and completed form. In April wife was awarded High-Rate AA.
## Outcomes
- successful obtained Blue Badge which leads to great independence for the client.
- improved their financial income as now receiving £89.60 per week (an additional £20 pw)
_“You are so valued by all in all your knowledge of services in and around Doncaster, advice and telephone numbers that are so needed to support service users and PAs are essential, you are a listening ear for emotional support to us all, thank God you’re around”_ PA
## Client KH
## Initial Issues
request for help on getting a bus pass, advice and issue with Council tax benefit debt and accessing memory clinic (awaiting formal diagnosis). The client has dyslexia and is quite vulnerable regarding money matters due to his memory issues.
## Intervention
- Between Feb 2020 - March 2020 Dealt with council about his **debt** but linked to Universal Credit claim, so will be taken directly from that. Arrange appointment with memory clinic. Bus pass decided to wait until covid-19 restrictions lifted.
- May 2020 - Completed a **PIP application** .
6
- October 2020 - Turned down for PIP claim - supported to complete MR and collected evidence.
- Jan 2021 - PIP MR decision not overturned
- Feb 2021 -DWP changed decision and awarded Standard Living and back pay. He was very happy with the decision and brought himself a much-needed new TV with backpay.
- March 2021 Looked at **Bus pass** again. Rang Council - he needed letter from doctor about his vascular dementia. Council issued a letter stating he had been awarded Discretionary Pass . Complete online form and provide requested evidence.
- March 2021 completed online **census** form
## Outcomes
Client was diagnosed with Vascular Dementia.
- increased his quality-of-life by helping to deal with issues regarding debt and memory clinic
- Improved his financial position by helping to claim and appeal PIP to be finally awarded PIP standard living
- Increased his choice and control as he was able to completed online census with assistance from our advocate
- Greater Independence by helping organise his Bus Pass
## Client DA
## Initial Issues
Client’s health had deteriorated and so wanted her PIP reviewed. DA was transferred to PIP from DLA the previous year and had award reduced but, at that time, could not face appealing.
## Interventions
- Contacted PIP on behalf of client as she did not have credit for her phone.
- Interviewed client so we could complete the PIP reassessment form and posted within time scales..
- After long delays to the pandemic, the client finally had her PIP assessment in August and awarded Enhanced Daily Living and Enhanced mobility in August 2020
## Outcome:
- greatly Improved financial position, by helping to claim for PIP
Abbreviations used:
- DLA – Disability Living Allowance
- DWP – Department for Work and Pensions
7
- PIP – Personal Independence Payment
- ESA – Employment & Support Allowance
_I am really glad that my friend brought us together. You have been a massive help. I was struggling to get my blue badge as I cannot get online, and this was such a help._
_Since then, you have also helped me with Carers Allowance, PIP Appeal and Universal Credit. I have so much on my plate and it nice knowing I have someone in the background who can help, this makes a huge difference. My advocate is a good person to have in your corner. I am really pleased with the service and she is very professional._
## PA Support Service
This was an unprecedented year for the service and, times, the demand from PAs and their employers was overwhelming. We supported 374 clients (PA and employers) with over 556 enquiries.
**----- Start of picture text -----**
PA Support Service Cases
3%
1% 3%
3%
Care Advice
6% Employment
10%
Vaccinations
ID Badges
25% PA Register
49% Covid-19
Mentoring / Conflict
Other - General
**----- End of picture text -----**
## Support included:
- printing and distributing ID badges and providing key worker letters.
- Promoting Covid-19 vaccinations to PAs and online bookings.
- Providing emergency PPE packs and securing contacts for them to access PPE in the longer term.
- Reviewed fee structure for employers placing advert and set up Stripe payment system.
- Implement training Checklist for PAs
8
## PA Register
We run an online register, which is free for PA is to join. It provides a platform for individual employers to advertise for jobs, for a small fee, and it allows PAs to upload their details and apply for available positions. We also provide ongoing support through the recruitment process plus ongoing help and guidance to help people manage their direct payment and to ensure people are safe and responsible employers.
- Revised and tidy up PA Register Platform and webpages supporting the service
- Reviewed all contract and paperwork for PA
- Skills for Care Project –
- Start monthly 2 separate e-bulletins for members and PAs
- Rewrite How to Recruit PA – Part 1
- Train 10 Employers??
We supported 24 employers to place adverts to recruit PAs and processed 52 applications from PAs.
_Many thanks for your help-it has been invaluable. You were able to assist with a quote for Access to work, ensure I received my Covid vaccination and also provide a contact for PPE. I also carry a letter (based on your template) and id badge explaining that I am a key worker, have read your guidance on the use and safe disposal or PPE._
## Governance
Lockdown’s gave us opportunity to apply for emergency Covid-19 funding and used some of this to overhaul and review of governance:
- Reviewed all our Governance starter pack and relevant paperwork.
- Reviewed all policies and developed new one required
- Employed three members of staff on contracts.
- Set up Employers Handbook, Induction and paperwork
- Updated all risk assessments
- Purchased Office equipment for staff
- Reviewed and updated the Active Independence website and Facebook pages
- purchased a new case recording and management system, Charity log – including 3 days training.
- uploaded all previous years Data; trained all staff in its use
9
Provided evidence to support the concept of the new Active Solutions Partnership for Rotherham
## Art of Wellbeing
Cancelled due to covid – 60 packs out were sent to clients to complete at home. Brian shared video on Facebook to help complete. This helped us to keep in contact with people help to reduce their isolation and loneliness
_Thank you so so much this PA newsletter is fantastic, and help for PA Badges. I cannot thank you enough just knowing that someone out there recognises us & cares enough to have a newsletter._
## Staff Team
|Staff Team||
|---|---|
|Barbara Booton|Project Management|
|Jo Ritson|Senior Advocate|
|John Ward|Advocate|
|Angela Burman|PA Support Worker|
|Fiona Martin|Advocate / Development Worker|
## Looking Ahead
Some of our priorities for 2021-2022 are:
- Secure funding and/or contracts to deliver our services including our advocacy and comprehensive PA recruitment and direct payments support.
- Review and update our Being A Good Employer – Part 2 online programme
- Implement Charity Log (new case recording system)
- Support ongoing rollout of the vaccination and booster programme.
10
Company registration number: 07942039 Charity registration number: 1148975
## Active Independence
(A company limited by guarantee) Annual Report and Financial Statements for the Year Ended 31 March 2022
Campbell & Stenton Accountancy The Old Barn Anchorage Lane Sprotbrough Doncaster DN5 8DT
## **Active Independence**
## **Contents**
|Reference and Administrative Details|1|
|---|---|
|Independent examiner's report|2|
|Statement of financial activities|3|
|Balance Sheet|4|
|Notes to the financial statements|5 to 9|
The following pages do not form part of the statutory financial statements: Statement of financial activities per fund 10 to 11
## **Active Independence**
## **Reference and Administrative Details**
|**Charity name**|Active Independence|
|---|---|
|**Charity registration number**|1148975|
|**Company registration number**|7942039|
|**Principal office**|20 Wintersett Drive|
||Doncaster|
||South Yorkshire|
||DN4 5PT|
|**Registered office**|The Old Barn, Anchorage Lane|
||Sprotbrough|
||Doncaster|
||DN5 8DT|
|**Secretary**|Barbara Booton (Appointed 19 October 2016)|
|**Trustees**|David Alan Turner-Smith (Appointed 14 March 2017)|
||Jo Ritson (Appointed 19 October 2016)|
||Kerrie Evans (Appointed 14 March 2017)|
||Naveen Judah (Appointed 21 March 2018)|
**Accountant** Campbell & Stenton Accountancy The Old Barn Anchorage Lane Sprotbrough Doncaster DN5 8DT
Page 1
## **Independent Examiner's Report to the Trustees of**
## **Active Independence**
I report on the accounts of the company for the year ended 31 March 2022, which are set out on pages 3 to 9.
## **Respective responsibillities of trustees and examiner**
The trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:
- Examine the accounts under section 145 of the 2011 Act ;
- follow the procedures laid down in the General Directions given by the Charity Commission under
- - section 145 (5) (b) of the 2011 Act ; and
- state whether particular matters have come to my attention.
## **Basis of independent examiner's report**
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.
## **Independent examiner's statement**
In connection with my examination, no matter has come to my attention:
- (1) which gives me reasonable cause to believe that in any material respect the requirements:
- to keep accounting records in accordance with section 386 of the Companies Act 2006; and
- to prepare accounts which accord with the accounting records, comply with the
- accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities
have not been met; or
- to which, in my opinion, attention should be drawn in order to enable a proper understanding of the
- (2) accoutns to be reached.
......................................... Campbell & Stenton Accountancy
20 December 2022
The Old Barn Anchorage Lane Sprotbrough Doncaster DN5 8DT
Page 2
## **Active Independence**
## **Statement of Financial Activites (including Income and Expenditure Account) for the Year Ended 31 March 2022**
|||||**Total Funds**
**Total Funds**|**Total Funds**
**Total Funds**|**Total Funds**
**Total Funds**|
|---|---|---|---|---|---|---|
||||**Unrestricted**|**Restricted**
**Year ended**
**Period ended**|||
||||**Funds**|**Funds**
**31 March**|**2022**
**31 March**|**2021**|
||**Note**||**£**|**£**
**£**|**£**||
|**Incoming resources**|||||||
|Incoming resources from generated|||||||
|funds|||||||
|Voluntary Income||2|17,988|34,315|52,303|84,585|
|Other incoming resources||4|1,582|31,000|32,582|9,090|
|Total incoming resources|||19,570|65,315|84,885|93,675|
|**Resources expended**|||||||
|Costs of generating funds|||||||
|Costs of generating voluntary|||||||
|income||5|-|-|-|-|
|Fundraising trading: cost of goods|||||||
|sold and other costs||5|6,359|67,426|73,785|69,380|
|Total resources expended|||6,359|67,426|73,785|69,380|
|Net movements in funds|||13,211|(2,111)|11,100|24,295|
|**Reconciliation of funds**|||||||
|Total funds brought forward|||45,576|21,194|66,770|42,475|
|Total funds carried forward|||58,787|19,083|77,870|66,770|
||||||||
All incoming resources and resources expended derive from continuing activities
The notes on pages 5 to 9 form an integral part of these financial statements
Page 3
## **Active Independence (Registration number: 07942039)**
## **Balance Sheet as at 31 March 2022**
|||||**31 March 2022**|**31 March 2021**||
|---|---|---|---|---|---|---|
||**Note**||**£**|**£**|**£**|**£**|
|**Fixed Assets**|||||||
|Tangible assets||9||1,205||1,479|
|**Current assets**|||||||
|Cash at bank and in hand||||78,972|66,050||
|**Creditors: Amounts falling due**|||||||
|**within one year**||10||(2,307)|(759)||
|**Net current assets**||||(2,307)||65,291|
|**Net assets**||||77,870||66,770|
|**The funds of the charity:**|||||||
|**Resticted funds**||||19,083||21,194|
|**Unrestricted funds**|||||||
|Unrestricted income funds||||58,787||45,576|
|**Total charity funds**||||77,870||66,770|
For the financial year ended 31 March 2022, the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
The members have not required the charity to obtain an audit of its accounts for the period 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 accounts.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.
Approved by the Board on 20 December 2022 and signed on its behalf by:
.........................................
Barbara Booton Secretary
The notes on pages 5 to 9 form an integral part of these financial statements.
Page 4
## **Active Independence**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **1 Accounting policies**
## **Basis of preparation**
The financial statements have been prepared under the historical cost convention and in accordance with the Statement of Recommended Practice 'Accounting and Reporting by Charities (SORP 2005)', issued in March 2005, applicable accounting standards and the Companies Act 2006. The financial statements have been prepared on a cash basis.
## **Fund accounting policy**
Unrestricted income funds are general funds that are available for use at the trustees' discretion in furtherance of the objectives of the charity.
Restricted funds are those donated for use in a particular area or for specific purposes, the use of which is restricted to that area or purpose.
Further details of each fund are disclosed in note 13.
## **Incoming resources**
Voluntary income including donations and grants that provide core funding or are of a general nature is recognised where there is entitlement, certainty of receipt and the amount can be measured with sufficient reliability.
## **Resources expended**
Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to the expenditure. All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category.
Costs of generating funds comprise the costs associated with attracting voluntary income and the costs of trading for fundraising purposes.
## **Fixed assets**
Individual fixed assets costing £0 or more are initially recorded at cost.
## **Depreciation**
Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:
Office equipment 33% reducing balance
Page 5
## **Active Independence**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **2 Voluntary income**
|**Donations and Legacies**
Donations
**Grants**
Grants
**Grants receivable**
Grants
**Other incoming resources**
**Other income**
Managed services Income
Other income|**Unrestricted**
**Funds**
**£**
**Restricted**
**Funds**
**£**
**Total Funds**
**Year ended**
**31 March**
**2022**
**£**
**Total Funds**
**Period ended**
**31 March**
**2021**
**£**
118
-
118
285
17,870
34,315
52,185
84,300
17,988
34,315
52,303
84,585
**Unrestricted**
**Funds**
**£**
**Restricted**
**Funds**
**£**
**Total Funds**
**Year ended**
**31 March**
**2022**
**£**
**Total Funds**
**Period ended**
**31 March**
**2021**
**£**
17,870
34,315
52,185
84,300
**Unrestricted**
**Funds**
**£**
**Restricted**
**Funds**
**£**
**Total Funds**
**Year ended**
**31 March**
**2022**
**£**
**Total Funds**
**Period ended**
**31 March**
**2021**
**£**
-
-
-
-
1,582
31,000
32,582
9,090
1,582
31,000
32,582
9,090|
|---|---|
**3 Grants receivable**
**4 Other incoming resources**
Page 6
## **Active Independence**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **5 Total resources expended**
**----- Start of picture text -----**
|||||
|---|---|---|---|
|Operating|
|Grants|Total|
|activity|
|£|£|£|
|Direct Costs|
|Other direct costs|618|618|
|-|
|Employment costs|67,997|67,997|
|Establishment costs|-|120|120|
|Insurance|-|466|466|
|Advertising|-|-|0|
|-|
|Printing, posting and stationary|1,190|1,190|
|Subscriptions and donations|-|52|52|
|-|
|Sundry and other costs|1,686|1,686|
|-|
|Accountancy fees|1,016|1,016|
|Bank charges & interest|47|47|
|Depreciation of tangible fixed assets|-|593|593|
|0|73,785|73,785|
**----- End of picture text -----**
## **6 Trustees' remuneration and expenses**
No trustees received any remuneration during the period
## **7 Net (Expenditure)/income**
Net (Expenditure)/income is stated after charging
**----- Start of picture text -----**
||||
|---|---|---|
|Year ended|Period ended|
|31 March 2022|31 March 2021|
|£|£|
|Depreciation of owned assets|593|726|
**----- End of picture text -----**
## **8 Taxation**
The company is a registered charity and is, therefore, exempt from taxation
Page 7
## **Active Independence**
## **Notes to the Financial Statement for the Year Ended 31 March 2022**
## **9 Tangible fixed assets**
|**Cost**
As at 1 April 2021
Additions
At 31 March 2022
**Depreciation**
As at 1 April 2021
Charge for the period
As at 31 March 2022
**Net book value**
As at 31 March 2022
As at 31 March 2021
**Creditors: Amounts falling due within one year**
Accruals and deferred income|**Fixtures,**
**fittings and**
**equipment**
**£**
3154
319
3473
1675
593
2268
1205
1479
**31 March**
**2022**
**£**
**31 March**
**2021**
**£**
778
797|
|---|---|
## **10 Creditors: Amounts falling due within one year**
## **11 Members' liability**
The charity is a private company limited by guarantee and consequently does not have share capital. Each of the members is liable to contribute an amount not exceeding £nil towards the assets of the charity in the event of liquidation.
Page 8
## **Active Independence**
## **Notes to the Financial Statements for the Year Ended 31 March 2022**
## **12 Related parties**
## **Controlling entity**
The charity is controlled by the trustees who are all directors of the company
## **13 Analysis of funds**
|**General Funds**
Unrestricted income fund
**Restricted Funds**
Restricted income fund
**Net assets by fund**
Tangible assets
Current assets
Creditors: Amounts falling due
within one year
Net assets|**At 1 April 2021**
**Incoming**
**resources**
**Resources**
**expended**
**At 31 March**
**2022**
**£**
**£**
**£**
**£**
45,576
19,570
6,359
58,787
21,194
65,315
67,426
19,083
66,770
84,885
73,785
77,870
**Unrestricted**
**Funds**
**Restricted**
**Funds**
**Total Funds**
**31 March 2022**
**Total Funds**
**31 March 2021**
**£**
**£**
**£**
**£**
1,205
-
1,205
1,479
59,889
19,083
78,972
66,050
(2,307)
-
(2,307)
(759)
58,787
19,083
77,870
66,770|
|---|---|
## **14 Net assets by fund**
Page 9
## **Active Independence**
## **Statement of financial activities by fund Year Ended 31 March 2022**
|**Incoming resources**
Incoming resources from generated funds
Voluntary Income
Other incoming resources
Total incoming resources
**Resources expended**
Costs of generating funds
Fundraising trading: cost of goods sold and other costs
Total resources expended
Net movements in funds
**Reconciliation of funds**
Total funds brought forward
Total funds carried forward|**Unrestricted**
**income fund**
**2022**
**Unrestricted income**
**fund**
**2021**
**£**
**£**
17,988
-
1,582
9,090
19,570
9,090
6,359
2,580
6,359
2,580
13,211
6,510
45,576
39,066
58,787
45,576|
|---|---|
This page does not form part of the statutory financial statements
Page 10
## **Active Independence**
## **Statement of financial activities by fund Year Ended 31 March 2022**
|......... continued
**Incoming resources**
Incoming resources from generated funds
Voluntary income
Other incoming resources
Total incoming resources
**Resources expended**
Costs of generating funds
Costs of generating voluntary income
Fundraising trading: costs of goods sold and other costs
Total resources expended
Net movements in funds
**Reconciliation of funds**
Total funds brought forward
Total funds carried forward|**Restricted**
**income**
**fund**
**2022**
**Restricted**
**income**
**fund**
**2021**
**£**
**£**
34,315
84,585
31,000
-
65,315
84,585
-
-
67,426
66,800
67,426
66,800
(2,111)
17,785
21,194
3,409
19,083
21,194|
|---|---|
This page does not form part of the statutory financial statements.
Page 11
Independent Examiner's Report to the Trustees of
Active Independence
I repthrl On the aLLthunt% i)r Ihe Loinpany ItiT Ihe l'ear ended ) l MarLh 2022. M'hi¢h are sei oul on pages 3 10 9.
Respective responsibillities of tru5¢e¢5 and exaltr
The trusiees (h0 are also the directo ot'ihe company lor the purposes ofcompanv lawl are responsible tor the
preparation of the account5.-1'he tIV51e¢s consider that an audit is not required for thi5 >¢ar under Section 144121 of the
Charitics Act 2011 (thc 2011 Acii and that an indcpcndLni cxamination is nccdcd.
Hai.ing sa115fied tn)'self that the charit>. is not subject to audit under company law and is eligible for independent
examination, it is m), responsibilit> io..
Examine the aLcounis under section 145 ot'the 2011 Aci
follow the pA)cedure8 Idid dnwn in ihe Cjeneral Directii)n8 given bN the Chari1> Ci)mmi%%ion under
section 145151 Ibl of the 2011 Act., and
state h¢ther particulai. matter5 have come to m! attentloll.
BasT5 of ind¢p¢nd¢n¢ txamin¢r's r¢port
My ¢i(uninalivn ¢4rri¢d uut in aLc(IrJanc¢ with th¢ Gtn¢ral r)irecti(Ins given bN' the C.h4rits. Coininis5ivn. An
examination includes a review of the accounting records k'ept by the charity, and a comparison of the accounts presented
i1th Ihth* records. li also inlludes Ll)nsideratii)n oran> unusual iiems (Jr di4Llosurts in Ihe a¢counLS, anJ seeking
explanations from }'ou as trustees conceming an!. such matters. The procedure5 undertaken do not provide all the
evidence thai would be required in an audit and consequenil) no opinion 1% given as io wheiher the accounts present a
'tTue and fair view and the report 15 limited to those matters Set out in the 5tatetnent below..
Ind¢p¢nd¢nt ¢i#min¢r s stat¢ment
In connection with rn), examination, no matter has come lo my attention..
%'hi¢h giw¢s me rea5vnabl¢ ¢aus¢ iii beli¢w¢ Ihai in maierial rebpe¢i Ihe rtquiremenis..
to keep accouniing record5 in accordance with Section 386 ot the C"ompanies Act
2(Ja6.' and
- to prepare accounts which aLcord with the accounting records, comply with the
aLLvunling r¢quiT¢in¢nt5 of section )96 of th¢ C.0mp(leS Alt 2006 an(1 i*ith the
mcthods and principlcs of thL Statcmcnt of RccommLndcd Practicc.. Accounting and
Repvi'ling b>, Charities
haiie nthi been mei. or
121
to Thhich. in mTr opinion, attention should be drawn in order to enable a proper understanding of the
accthuin8 ID be redched.
The Old Bam
CampbLII & Sicnton AccountanL}'
Anthi)iage L)e
Spri)tbwu¥h
Doncaster
ON5 80T
20 DeCemr 2022
Page 2