## 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 2023** The Trustees have pleasure in presenting their report and the financial statements of the Charity for the period ended 31[st] December 2023. ## **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:- - (1) The relief of those persons in need living or residing in the Parish of South Brent and the immediate neighbouring parishes. - (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. The Warm Room established in October 2022 continued to function throughout 2023 acting as a community hub and drop in centre; this has been a joint initiative with Sustainable South Brent. The Hub has facilitated networking and community engagement and as a result the Charity has been able to reach deeper into the community and connect with the more isolated introducing them to a range of client services and regular social events. Attendance to these events has increased and the number of events has also increased to meet demand. The Charity has become noticeably busier and new volunteers have risen to the challenge, the Trustees have also agreed to increase paid support workers hours. In 2022 the three contracted workers provided 0.99 equivalent full time (EFT) hours in 2023 this rose to 1.33 EFT and in 2024 it is expected to rise to 1.46 EFT. ## **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. We have changed the way we report people numbers to only include those that have been active during the year, this has lead to a reduction in clients and Friends compared with the report for last year but the figures are more relevant to current activity. Year to 31[st] December 2023 South Brent & District Caring Page 1 |**People**|**End of year numbers**| |---|---| |Clients|233| |Volunteers|165| |Friends of Caring|203| |Age Range|24-101| In terms of the one-to-one services, Befriending is still high on delivery due to the number of sessions but reducing year on year with 15 beneficiaries receiving this service. Transport is very notably up over 100 journeys to 372, with a related increase in transports to our groups that is enabling more isolated people to attend. During the year we have collected the following figures: |ed people to attend. During the year we
s:|have collected the followin| |---|---| |**Services**|**2023 delivery numbers**| |Befriending|484| |Transport|372| |Signposting & informing|40| |Transport to CM/LC/FDWD|50| |Form Filling & Admin|40| |Prescription Collection|29| Christmas outreach is included as 3 sessions this equates to 3 days over which 98 otherwise isolated local people received a visit and a homemade Christmas cake along with other gifts. Last financial year 61 people received this service. Numbers were bolstered by health professional referrals. Trips were three in number delivered to 29 unique clients, and very popular with excellent feedback. The attendance numbers for the year were as follows: |**Group sessions**|**Number of**
**sessions**|**Average**
**attendance**| |---|---|---| |Coffee morning|48|11| |Walk & Talk (new)|48|5| |Lunch Club|44|25| |Friendsday Wednesday|46|10| |Compassionate café|25|5| |Foot care|16|11| |Christmas outreach|3|98| |Trips|3|12| We welcomed Walk & Talk this year as a new service and offered a walk nearly every week of the year. Compassionate café had its first full year and increased the number of sessions offering 25 weekend cafes for people who have experienced bereavement. Overall the total number of groups run was 211. Foot care has run a similar number of sessions however beneficiaries of this now increasingly busy service have increased from 29 in 2022 to 42 in 2023. It runs with a waiting list. Year to 31[st] December 2023 South Brent & District Caring Page 2 ## **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 2023**| |---|---| |Reduced Isolation|3494| |Improved health and emotional well being|3634| |Increased choice and control|1335| |Improved quality of life|3696| |Freedom from discrimination and harassment|3151| |Maintaining personaldignity|3440| |Making a positive contribution|1881| |Economic well being|2244| ## **Office Enquiry Statistics** Collection of these started in the last financial year for 7 months with an overall total of 521 contacts for that period. The period below runs from December 1[st] 2022 until 17[th] November 2023, the period being due to how the stats are produced for trustee meetings. Office footfall very significantly increased during this period. |increased during this period.||| |---|---|---| ||No|Total by different type of contact| |**Source of contact**||| |Phone|736|2445| |Visit|1576|| |Home visit & other|133|| |**Of these…**||Total Contacts| |New Faces|343|2445| |Repeat|1218|| |Volunteer|633|| |Professional|138|| |Trustees|113|| ## **Warm Space/The Hub Jan 23 -Dec 23** |Total days
recorded|Total users
(visits)|Total volunteer
sessions|Average daily
users|Average
volunteer per
day| |---|---|---|---|---| |243|2313|692|9.5|3| The above includes Walk and Talk, Coffee morning and Compassionate Café as groups using The Hub, they are counted in earlier figures. To see the other Hub users outside of those groups, the stripped back figure of total user visits are 1432, which is still a significant number of visits. Taking off Compassionate Café & Coffee Morning volunteer sessions leaves 411 volunteer sessions. Year to 31[st] December 2023 South Brent & District Caring Page 3 Combining the groups, services, office enquiry/drop-in and The Hub paints a picture of how busy South Brent & District Caring has become throughout 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. Susanne Archard as Care Services Coordinator and Lucy Jonas as Operations Manager have remained in their roles throughout the year. During the financial period and subsequently to date the following Trustees held office: - Jennie Hazell - Carolyn Hedges (Elected 2[nd] May 2023) - James Hill (Chairman) - John Rawlinson - Graham Royle - David Schura (Elected 1[st] August 2023) - Lindsey Stewart No Trustee expenses were claimed during the year. The Trustees want to recognise the enormous contribution the late John Gower gave to the Charity at many levels within the organisation; John retired as a Trustee 25[th] January 2023 and died 12[th] February 2024. ## **Conversion to a Charitable Incorporated Organisation** At their meeting on 1[st] August 2023 the Trustees agreed to incorporate the Charity by conversion to a CIO. A constitution was drafted and signed 30[th] August 2023 the new CIO was registered with the Charity Commission 25[th] September 2023 (Charity number: 1204911). The plan is to merge (convert) the Charity during 2024. ## **Principal Funding Sources** During the financial period grant funding has been gratefully received from St Petroc's Church, Studd Charitable Trust, The Freemasons: Dartmoor Lodge and Trinity Chapter, South Brent Feoffees (specifically for the residents of South Brent Parish), South Brent Community Energy Society, North Huish Feofees , South Brent Parish Council, Devon Community Car Forum and The Cooperative Community Fund. 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 balance between revenue streams is beginning to look similar to pre-pandemic. Year to 31[st] December 2023 South Brent & District Caring Page 4 **----- Start of picture text -----**
3%
20%
Donations
Fund Raising
12% Grants
Membership Fees
65%
**----- End of picture text -----**
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. ## **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 9 months operating costs in unrestricted reserves. ## **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 2023 Page 5 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 2023 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: - examine the accounts under section 145 of the 2011 Act - to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act - 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: - (1) which gives me reasonable cause to believe that in any material respect the requirements: - to keep accounting records in accordance with section 130 of the 2011 Act; and - 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 2023 Page 6 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 2023 South Brent & District Caring Page 7 ||**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 2023**||**To**||**31 Dec 2023**||| ||||||||||| |**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|**35,020**||**-**||**-**||**35,020**||**47,254**| |Activities forgeneratingfunds|**4,808**||**-**||**-**||**4,808**||**3,426**| |Investment income|**473**||**-**||**-**||**473**||**51**| |**Incoming resources from charitable**
**activities**|**-**||**-**||**-**||**-**||**-**| |Transport|**3,353**||**-**||**-**||**3,353**||**3,117**| |Client activities & services
Miscellaneous
**_Sub total_**_(Gross income for_
_AR)_|**6,262**||**-**||**-**||**6,262**||**1,065**| ||**3**||**-**||**-**||**3**||**- 25**| ||
**49,919**||**-**||**-**||**49,919**||**54,888**| ||||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||||| ||**-**||||||||**-**| ||**-**||||||||**-**| |**_Sub total_**|**-**||||||||**-**| |**_Total receipts_**
**A3 Payments**
**Costs of Generating Funds**
Fundraising costs
**Charitable activities**
Client activities & service expenses
Transport
Care coordination & admin services
Office
Volunteer support
**Other resources expended**
Office equipment
Miscellaneous
**_Sub total_ **|||||||||| ||||||||||**54,888**| ||||||||||| ||||||||||| ||||||||||**414**| ||||||||||| ||||||||||**5,219**| ||||||||||**-**| ||||||||||**27,496**| ||||||||||**4,765**| ||||||||||**856**| ||||||||||| ||||||||||**1,407**| ||||||||||**1,136**| ||||||||||**41,293**| ||||||||||| |**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_ **|||||||||| ||||||||||**41,293**| ||||||||||| ||**- 12,500**||**-**||**-**||**- 12,500**||**13,595**| ||**-**||**-**||**-**||**-**||**-**| ||**68,470**||**-**||**-**||**68,470**||**54,875**| ||**55,970**||**-**||**-**||**55,970**||**68,470**| Year to 31[st] December 2023 South Brent & District Caring Page 8 |**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**|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK
**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval| |---|---|---|---| |**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
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
Savings account
Current Account
Petty Cash
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**53,024**
**-**
**2,684**
**-**
**262**
**-**
**55,970**
**-**
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|| Year to 31[st] December 2023 South Brent & District Caring Page 9