South Brent and District Caring
Registered Charity no: 1150875
Principal address: South Brent Old School Community Centre, Totnes Road, South Brent TQ10 9BP
Report of the Trustees for the Year Ended 31[st] December 2022
The Trustees have pleasure in presenting their report and the financial statements of the Charity for the period ended 31[st] December 2022.
Objects and public benefit
The Charitable Objects of South Brent and District Caring are set out in the Deed of Trust signed 11[th] February 2013 and are as follows:-
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(1) The relief of those persons in need living or residing in the Parish of South Brent and the immediate neighbouring parishes.
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(2) To promote social inclusion for the public benefit among persons, who are excluded from society because they are elderly or by reason of poor mental health, limited financial means, failing health, reduced mobility, or a full-time caring commitment where one is needed.
The Trustees have paid due regard to the guidance contained in the Charity Commission’s general guidance on public benefit in reviewing the work undertaken during the year. In 2022 the Charity has worked hard to safely return clients to regular social activities after the isolation during the Covid-19 lockdowns. Many clients had got out of the habit of getting out the house and were in danger of suffering increased loneliness and a loss of social confidence as a knock on effect of the pandemic. Clients have responded well to the encouragement and attendance numbers at the regular activities have built steadily through the year.
In September the Charity saw increasing demand driven by the cost of living crisis and in October with the help of South Brent Community Energy Society we were able to open a warm room at the Old School Community Centre. This has allowed us to reach new clients, address isolation as well as the cost of living and develop social cohesion.
In June the Charity was honoured to receive the Queens Award for Voluntary Service. While the award is given to everyone who volunteers for the Charity the Trustees want to add their thanks and appreciation to all those who volunteer tirelessly for South Brent & District Caring, it is only through their commitment that the whole thing works.
Year to 31[st] December 2022
South Brent & District Caring
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How the activities have delivered the public benefit
The Charity takes client referrals from family, friends, health-care professionals as well as clients referring themselves. As part of the post pandemic recovery we have promoted the services offered to the local community and this has resulted in a 20% increase in client numbers, as well as more volunteers and Friends.
| lunteers and Friends. | |
|---|---|
| People | End of year numbers |
| Clients | 262 |
| Volunteers | 156 |
| Friends of Caring | 259 |
| Age Range | 18-101 |
In terms of the one-to-one services, Transport, typically to health appointments has seen a big increase of 41% over last year as the NHS tackles the post pandemic backlog. We have also formalised the transport to the regular events as this enables inclusivity and improves attendance. We have introduced a Special Support category covering flexible support where a service has been driven by the client’s specific need. During the year we have collected the following figures:
| e has been driven by the client’s specific ted the following figures: |
need. During the year we |
|---|---|
| Services | 2022 delivery numbers |
| Befriending | 514 |
| Transport | 247 |
| Gardening | 55 |
| Shopping | 49 |
| Transport to CM/LC/FDWD (new) | 20 |
| Form Filling & Admin | 18 |
| Special Support (new) | 17 |
Numbers of regular group sessions are up overall for the year post pandemic. Coffee morning moved into the Warm Space in November 2022 to increase activity and conviviality in that space. Foot care was impacted by Covid-19 for longer in 2022 than other services. Overall a positive move for most groups sessions starting to recover numbers, and a new group starting in The Compassionate Café & trips. The attendance numbers for the year were as follows:
| follows: | ||
|---|---|---|
| Group sessions | Number of sessions |
Average attendance |
| Coffee morning | 22 | 9 |
| Lunch Club | 22 | 19 |
| Friendsday Wednesday | 45 | 11 |
| Foot care | 14 | 10 |
| Compassionate café (new Sept 2022) | 4 | 7 |
| Day trips (new Sept 2022) | 1 | 12 |
Year to 31[st] December 2022
South Brent & District Caring
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Evaluation
Expected client outcomes are associated with each service and accumulate through the year, these provide an indication of how the Charity is making a difference to people’s lives. The totals and direction of travel are:
| Outcome | Incidences in 2022 |
|---|---|
| Reduced Isolation | 2102 |
| Improved health and emotional well being | 2165 |
| Increased choice and control | 932 |
| Improved quality of life | 2296 |
| Freedom from discrimination and harassment | 2017 |
| Maintaining personaldignity | 2088 |
| Making a positive contribution | 712 |
| Economic well being | 1423 |
The fall in ‘making a positive contribution’ is due to database cleaning.
Office Enquiry Statistics – new in 2022
Collection of these started on 1[st] June 2022 to track office contacts. The office footfall increased during the year as people, volunteers and professional contacted or dropped in for support, to request services and to speak with the co-ordinators.
| co-ordinators. | ||
|---|---|---|
| Number by different type of contact |
Total Contacts | |
| Source of contact | ||
| Phone | 190 | 521 |
| Visit | 321 | |
| Home visit | 12 | |
| Of these… | ||
| New enquiry/client | 142 | 521 |
| Repeat | 237 | |
| Volunteer | 123 | |
| Professional | 19 |
The Warm Room is undergoing separate evaluation to be published later in 2023
Governance
The Care Services Co-ordinator reports six times a year to the Management Committee and four times a year to the Trustee board along with the Chairman of the Management Committee.
In June 2022 Jane Sullivan stepped down as Care Services Coordinator and Susanne Archard took on the role. Lucy Jonas was also contracted the same month to take over from Susanne as Office Manager. The Trustees thank Jane for her service to the Charity always calmly resolving problems for the better since she joined in November 2016 - most notably over the last two years.
Year to 31[st] December 2022
South Brent & District Caring
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During the financial period and subsequently to date the following Trustees held office:
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John Gower (Retired 25[th] January 2023)
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Jennie Hazell
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Carolyn Hedges (Elected 2[nd] May 2023)
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James Hill (Chairman)
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John Rawlinson
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Graham Royle
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Lindsey Stewart
No Trustee expenses were claimed during the year.
Principal Funding Sources
During the financial period grant funding has been gratefully received from The Cooperative Community Fund, South Brent Feoffees (specifically for the residents of South Brent Parish), West Devon Community Transport Scheme, South Brent Community Energy Society (To enable the Warm Room), South Brent Parish Council, Dartmoor Freemasons Lodge, South Brent Parish Church, The Provincial Grand Chapter of Devonshire Freemasons (specifically for day trips), Awards for All and South Hams District Council, a Central Government grant for restarting services after Covid-19 lockdown . The Trustees wish to express their sincere gratitude for this funding and the support and recognition given to the work the Charity undertakes.
The chart below shows the four main sources of revenue. The revenue from fund raising events was once again constrained by Covid-19 restrictions because even though there were periods through the year when it was possible to hold events the main focus of the Charity was to rebuild service delivery.
The Trustees acknowledge and thank the many private individuals who donate so generously through regular giving. Not only is this an enormous help to the sustainability of the Charity but a tangible appreciation of the benefit South Brent & District Caring delivers to the community.
----- Start of picture text -----
2%
12%
7%
Donations
Fund Raising
Grants
Membership Fees
79%
----- End of picture text -----
Year to 31[st] December 2022
South Brent & District Caring
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Reserves policy
It is the policy of the Charity to maintain unrestricted funds, which are the free reserves of the Charity, at a minimum level of four months and a maximum of twelve months of unrestricted expenditure. At the end of the financial period the Trustees estimate the Charity holds 22 months operating costs in unrestricted reserves. This is higher than the maximum set by the policy and the Trustees have made careful decisions to increase the services provided in response to the cost of living crisis and to rebuild societal resilience and vitality in areas affected by the pandemic. In doing so the affect on the budget for 2023 has been to bring reserves down to 13 months of operating costs.
Risk review
The Trustees continue to review risk scoring and mapping the Charity’s exposure based on the following risk appetite profile:
- Operational Risk - Minimal Conduct Risk - Cautious Regulatory Risk - Minimal Solvency Risk - Minimal
The Trustees continue to manage risk and review exposure to changes in the operating environment.
Responsibilities of the Trustees
All new Trustees are vetted and receive the latest version of “The Essential Trustee” CC3, the Deed of Trust and an outline of their responsibilities.
Signed on behalf of the Board
……………………………………. Dated………………………… James Hill Chairman of the Board of Trustees
Year to 31[st] December 2022
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South Brent & District Caring
Independent Examiner’s Report to the Trustees of South Brent & District Caring
I report on the accounts of the Charity for the year ended 31[st] December 2022 set out on pages 8 to 9.
Respective responsibilities of Trustees and Examiner
The Charity's Trustees are responsible for the preparation of the accounts. The charity’s 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.
It is my responsibility to:
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examine the accounts under section 145 of the 2011 Act
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to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act
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to state whether particular matters have come to my attention.
Basis of independent examiner’s statement
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 next statement.
Independent examiner’s statement
In connection with my examination, no matter has come to my attention:
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(1) which gives me reasonable cause to believe that in any material respect the requirements:
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to keep accounting records in accordance with section 130 of the 2011 Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act
have not been met; or
Year to 31[st] December 2022
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South Brent & District Caring
- (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Name: Mrs Felicity M Ferry Signed:
Date:
Relevant professional qualification or body: ACA
Address: Oakmeade Exeter Road South Brent TQ10 9JP
Year to 31[st] December 2022
South Brent & District Caring
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| South Brent & District Caring | South Brent & District Caring | South Brent & District Caring | South Brent & District Caring | South Brent & District Caring | 1150875 | 1150875 | 1150875 | CC16a | |
|---|---|---|---|---|---|---|---|---|---|
| For the period from |
01 Jan 2022 | To | 31 Dec 2022 | ||||||
| Section A Receipts and payments | |||||||||
| A1 Receipts | Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
||||
| Incoming resources from generated funds |
- | - | - | - | - | ||||
| Voluntaryincome | 47,254 | - | - | 47,254 | 27,141 | ||||
| Activities forgeneratingfunds | 3,426 | - | - | 3,426 | 775 | ||||
| Investment income | 51 | - | - | 51 | 57 | ||||
| Incoming resources from charitable activities |
- | - | - | - | - | ||||
| Transport | 3,117 | - | - | 3,117 | 1,710 | ||||
| Foot care Miscellaneous Sub total(Gross income for AR) |
1,065 | - | - | 1,065 | 785 | ||||
| - 25 | - | - | - 25 | 1 | |||||
54,888 |
- | - | 54,888 | 30,469 | |||||
| A2 Asset and investment sales, (see table). |
|||||||||
| - | |||||||||
| - | - | ||||||||
| Sub total | - | - | |||||||
| Total receipts A3 Payments Costs of Generating Funds Fundraising costs Charitable activities Care service expenses Covid-19 response Care coordination & admin services Office Volunteer support Other resources expended Office equipment Miscellaneous **Sub total ** |
|||||||||
| 30,469 | |||||||||
| 258 | |||||||||
| 2,851 | |||||||||
| 5,540 | |||||||||
| 17,243 | |||||||||
| 3,395 | |||||||||
| 1,142 | |||||||||
| - | |||||||||
| 52 | |||||||||
| 30,481 | |||||||||
| A4 Asset and investment ~~purchases, (see table)~~ |
|||||||||
| - | - | ||||||||
| - | - | ||||||||
| **Sub total ** | - | - | |||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end **Cash funds this year end ** |
|||||||||
| 30,481 | |||||||||
| 13,595 | - | - | 13,595 | - 12 | |||||
| - | - | - | - | - | |||||
| 54,875 | - | - | 54,875 | 54,887 | |||||
| 68,470 | - | - | 68,470 | 54,875 |
Year to 31[st] December 2022
South Brent & District Caring
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Section B Statement of assets and liabilities at the end of the period |
Section B Statement of assets and liabilities at the end of the period |
Section B Statement of assets and liabilities at the end of the period |
|
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B5 Liabilities B3 Investment assets B4 Assets retained for the charity’s own use |
Signature Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Savings account Current Account Petty Cash Details Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 55,051 - 13,190 - 229 - 68,470 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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Year to 31[st] December 2022
South Brent & District Caring
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