ARTHRMS SUPPORT LEICEsfERSHIRE REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 OCTOBER 2024 Rffj"5tered Charlty N). 1151899
ARTHRMS SUPPORT LEICESTERSHIRE CONTENTS Page Legal and administrative infomiation Trustees, annual report Independent examiner's report Statement of financial activities Balance sheet Notes forming part of the financial statements 8-12
ARTHRITIS SUPPORT LEICESTERSHIRE LEGAL AND ADMINISTRATIVE INFORMATION 31 QCTOBER 2024 Charlty reglstratlon number 1151899 Prlndpal Office 9 Newarke Street Lelcester LE15SN Bankers Natwest 1 Granby Street Leicester Independent Examlror Kay Wilson High Cross Grange Claybrooke Magna Lutterworth LE17 SAU Trustees Conrad Wllson McEwan MarBaret Green Lfnda Kfmberley-Brooks Pauline To•msend Sonal Godhanla eard Davlds( Mart( Bentham
ARTHRITIS SUPPORT LEICESTERSHIRE TRUSTEES, ANNUAL REpoKr FOR THE YEAR ENDED 31 OCTOBER 2024 The Trustees present their annual report and the financial statements for the year ended 31 October 2024. The trustees have adopted the provisions of the Statement of Recommended Practice {SORP) "Accounting and Reporting by Charities" issued in 2(K)5 in preparing the annual report and financial statements of the charity. rthernlng Document The Association is governed by its Constitution dated 12 November 2012 as arnended on 05 Aug 2019. Recrultment arKI appolntment of Trustees New Trustees are appointed by existfng Trustees based on the experience and skills they will offer. and the requirements of the current Trustees Board and needs of the Charity. Trustees. Indurtlon New Trustees are informed about the objectives and running practices of the organisation as well as their duties. responsibilities and role within the Trustees Board and the Charity. Organlsatlon Strture All major policy and spending decisions are subject to approval by the ma jority of the Trustees. All expenses and minor spending decisions must be approved by a minimum of two trustees, one of whom must be a signatory. All cheques must be signed by two signatories. Charfty objectlves The charity's object7ve is to relieve the needs of those suffering from Arthritis and related Musculoskeletal (MSK) disorders. mission is to help people with arthritis to better manage their condition to live better lives. Activitles and revlew of the year In planning our activities for the year, we keep in mind the Charity Commission's guidance on public benefit at our trustees. meetings and ensure that this, coupled with our mi55i0n statement is the driving force behind everything we do. We believe our primary focus of improving the quality of life for people with arthrit7s and other musculoskeletal cond7t7ons to be within the Charity Commi55ion'5 definition of what constitutes a public benefit. The charity is open to all sections of the puLation irrespective of faith, ethnicity or gerKler, and offers support on a slmilar basis. The charity has organised a variety of well-being activities, offered support to mernbers and people newly diagnosed with arthritis, as well as sta8in8 events to raise awareness that arthritis affects all sectors of the public.
ARTHRrris SUPPORT LEICESTERSHIRE TRUSTEES, ANNUAL REPORT FOR THE YEAR ENDED 31 OCTOBER 2024 ActItIeS and revlew of the year (contfnued) The work this year has been focused on Lwilding up a solid and regular calendar of events and activities for the benefit of members physical and mental well-being. We continued worki.og with Eyeryone Acrive to provide .access to the bydrot.herapy pod in Market Harborough Lelsure Centre. although we have had 155ue5 flnding voluntee[5 to cover our Monday 3e55ions and the t of hours session we would like to Set up. The meet-up at John Lewis café in Leicester continues, although it's not always well attended. We have discussed using a different venue, but none offer easy access and disabled parking close by. Not all (Jjr events were poorly attended,. our afternoon tea at Thurtaston Garden Centre was a huge success, as was our Christmas dinner at Winstanley House, which brought all our adult and family meml)ers together. The children and families group met several times for activities and social event5, and they really enjoyed the Christmas meal with the adults. We visited village fetes and gave talks at various community group5, which attracted new people to our charity and raised not only our profile, but overall awareness of arthrltis. Looking back over the year, we are impressed with how much we have achieved as a tearn. It sometimes feels like nothing has changed, we have worked hard to improve the range of activities and sOurceS available to people living with arthritis in Leicestershire. Flnanclal Revlew The Statement of Financial Activities 15 set out on page 6 of the financ7al statements. Income Generatlon Income is generated from multiple streams. Yoga via Zoom, and Gentle Exercise and Hydro in person sessions, generate a weekly income. Our "donate a cuppa" campaign, and sub5CriPtion to "easy fundra75ing also generates a monthly income. Annual membership continued in the year to 31 st (ktober 2024. to provide an annual income stream. Other income streams include grant applications, donations from the general public and fundraising events. Reserye Pollcy The trustees review the reserves policy on an ongolng basis. We are fortunate to have extremely low fixed costs and so have set our minimum cash reserves at £4,000 to cover these for 6 months. In practice our treasurer also works to ensure that all remaining spend commitment on restricted budgets, plus our minimum resen is maintained as a cash reser¥e at all times throughout the year. The trustees examine major risks that the charity faces each financial year when preparing and updating the strategic plan. The charity has developed systems to monitor and control these risks to mitigate any impact that they may have on the charity in the future.
ARTHRMS SUPPORT LEICESTERSHIRE TRusfEES' ANNUAL REPORT FOR THE YEAR ENDED 31 OCTOBER 2024 Revlew of speciflc projects and conftrmatlon that funds can meet thelr objectlves All restricted funding received for specific activities is used for direct expenditure and related support costs. Any funding received for projects that extend beyond the year-erKI is apportioned appropriately. £15,202 {2023- £ 15,315) of restricted fundin8 was received in the year ended 31 October 2024. The balance of restricted funding received and not spent at 31 October 2024 is £8.446 (2023- £15,141) Future Plans Our declsion to focus on practical support to enable our members to live fuller lives remains popular and effective, so the Trustees witl continue to make their decisions based on how they will benefit the members and how it affects the charity financially. The Trust will continue to focus on providing inclusive, quality services while looking for opportunities to cut Costs. The focus of the charity is to provtde members with the information and skills to better manage their condition and improve quality of life. The hydrotherapy sessions are orE of our most potxjlar activitie5,1)ut Market Harborough is too far for many people to travel. Luckily, we have been inNDlved with several meetings with clinicians and hospital staff regarding the repairs to the hydro pool at Leicester General Hospital. We hope these talks bear some fruit and we can see the return of hydrotherapy session in Leicester. In the meantime, we continue to raTse funds for hydro at Harborough and promote our seated exercise and adapted yoga sessions. Access to mental and soclal actlvSties are crucial to overall well-being, and we have regular drop-in sessions With this in mind. We hope these sessions, will allow u5 to tailor the support to the individuals that attend and encourage them on their journey with arthritis. We will also endeavour to deliver more Living with Arthritis workshops for communities at different venues throughout the county. We have been unable to provide IT sessions recently for a number of reasons, but we aim to schedule regular sessions in the office soon, with outreach support as needed. We also hope to work with local CCGS, consultants specialising in arthritis, physios and social prescribers in order to provide support to clinicians and patients living with arthritis. Trustees also recognise the need to build reserves and will continue to review charity practices and procedures a5 required, in order to make the charity as effective as possible. This report was approved by the Trustees on June 2025 Conrad McEwan Chair
ARTHRrris SUPPORT LEICESTERSHIRE INDEPENDEKf EXAMINERS REPORT TO THE MEMBERS I report on the accounts of Arthritls Support Leicestershire for the year ended 31 October 2024, which are set out on pages 6 to 12. Respectfve responslbllltles of trustees and examlner The charity's trustees a SponsTbte for the pparation of the accounts. The charity's trustees conslder that an audit is not required for this year under section 144 (21 of the Charities Act 2011 (the Charitie5 Act) and that an independent examination Is needed. It Is my responsibility to: , examine the accounts under section 145 of the Charities Act: to follow the procedure5 laid down in the general Directions given by the Charity Commission under section 14515)(b) of the Charities Act; and to state whether particular matters have come to my attention. 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 aca)unts presented wtth those records. It also includes consideration of any unusual items or disclosures in the accounts. and seeklng explanations from you as trustees concerning any such matters. The pr(Kedures 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 betow. Independent examlner'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 requiremerjts: to keep accwnting records in accordance with section 130 of the Charities Act; and to prepare aCcnts which accord with the accounting records and comply with the accounting requirements of the Charitie5 Act have not been met; or (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Kay Wilson High Cross Grange, claybrke Magna, Lutterworth LE17 SAU Dated 9 June 2025
Pagè 6 ARTHRMS suppoKr LEICESTERSHIRE STATÉMENT OP FINANCIAL AcfivtTIES FOR THE YEAR ENDED 31 ocfoBER 2024 Tot41 Funds 2024 2023 Incomlng resources Grants received 15.202 19,202 18,815 Gifts and Donations 2,765 Actfvltles for 8enerdtlng fu)ds 1,295 1,295 Income frnm charitable activitles - SScriptIons 3.625 3,625 2,585 Total incomin8 resources 11.684 15,202 26,886 23,719 Resources expended Charitable expendltwe 14,312 19,558 33,870 35,551 Trtal re30urces eXPed 14.312 19.558 33.870 35,551 Net Incomlng resources for the year (2.6281 (4.3561 (6.984) (11,832) Fund baLinces as at 1 November 2023 Transfer between funds 9,517 2,226 15.029 (2,226) 24.546 36,378 Fund balances carrled forward at 31 October 2024 9,115 8,447 17.562 24,546 The above rewlts all relate to ctinuIng artivities There are no recognised gains or losses for the ab finandal year other than tho* sho1 on the statement of flnandal actlvltles.
Page 7 ARTHRrris SUPPORT LEICEsfERSHIRE BALANCE SHEEr AS AT 31 OCTOBER 2024 2024 Z023 Fixed Assets Flxtures, fittings and office eqUI)ent Current Assets Cash at bank and In hand prepanents 17,514 979 26,923 3,058 18,493 29,981 Current Llabllltles Credltors". amounts fallfng due wlthin I year 1931) 15,435) Net Current A55ets 17,562 24.546 17.562 24.546 Funds of the Charlty Unrestricted funds 9.115 9,517 Restrlcted Fun(ts 8,447 15,030 Total Funds 17,562 24.546 The financial statements a aroyed by the trustees on the and s18ned thelr behalf by: Clrad hEwan Llnda Klmbertey.Brocs
Page 8 ARTHRrris SUPPORT LEICEsfERSHIRE NOTES FORA1114G PAKf OF THE FIMANCIAL sfATEIAEiifs FOR THE YEAR ENDED 31 ocfoBER 2024 1 kcountfng Polldes a) Basls of a¢countlry The aCcOts ha been prepared In accordance wlth the Statement of Recommended Practlce: AcCotIng and Reportlng by Charttles preparlng thelr acc(ymts in accordance with the Finala1 RerKrting Standard appLicabie in the UK and Republic of Ireland IFRS 102) Iss1 on 16 July 2014 and the Charities Act 2011. The accounts have been prepared )der the hlstorical cort convention with items recosnised at c¢rt or transaction value unless otherw15e stated In the relevant notelsl to t1 accounts. The charity constitutes a p11C berfft entity as defId by FRS 11r2. bl Income recogrrftlon poHcles Iterns of Income are recognised and included in the aCcOts vkn all of the following crlteria are met: the charfty has entitlement to t funds. the perfomance conditions attached to the itern(s) of IKome have been iYt a fully wlthln the control of the fl chartty; 111 there Is 1Ét certainty that receipt of the Income ts considered probable; and Iv the aMot can be measured reliably Legades are Included In the statement of financial affair5 when receipt is probable, that Is when there has been grant of probate, the executor5 have establlshed that there are yjfficient assets In the estate and any condltkns attathed to the legacy are either vlithin the control of the charity or have been met. Incorne received in advantr of provision of other specifled service5 are deferred tIl the crSterfa for Income recognltlon are met. cl Donated servtces and fadlltles Donated servlces and fadlities are recognlsed as inc(xne when the charity has ctrol over the item, any corKlitions assocTated with the dtThted Item have been met, the receipt of econcKrric benefit from the by the charlty of the Item is probable and that ec¢lIC beneflt can be rnea5ured reliably. On receipt donated serrfi and facilities are recognised on the basis of th• value of the glft to the charfty, which is the air¥xmt thè charity would have been wlllin8 to pay to obtain the services or facilities of equivalent benefit on the open market; a correSp(ding arnount Is then recognlsed in expendFture in the period of receipL The value of any voluntary help recefved is not included in the aCCnts l)ut Is descrlbed In the trustees, annual reporL d) Int•r•st rec•lvabl• Interest funds held on deposit is incled when recefvabie ar the arrKXmt can be meared reliably by the charfty: th6s Is nomRlly upon notlflcati{ of the interest paid or payable by the bank. •) Fund Accoufitl Funds heid by the charity are elther: Unrestrlcted genernl funds are funds whlch are avallable to spth)d on activities that further any of the purposes of the charlty. . Desl8nated fd5 are reStricted fwds of the dlity. which the tntstees have decided, at their discretion. to set aside for use for a ¥)ec7fk IK. . Restrlcted funds are grants or donat[(5, whlch the donor Ihls spedfled are to be solely used for partlcularareas of the charity's work or for spedflc projects undertaken by the charity.
Page 9 ARTHRITIS SUPPORT LEICEsfERSHIRE NOTES FORMING PART OF THE FINANCIAL sfATEIAEtrirs FOR THE YEAR E14DED 31 OCTOBER 2024 1 Account1 Polxies (continu•d ExpendTture is recognised oKe there is a legal constructive obligation to make a payffEnt to a third party) It 15 wobabie that settlerrtent will be required and the anwurt of tIE obllgatlon can rrEa5ured rellabiy. Expendfture Is classified under the following activity headings: Expenditu on charitable activitie5 include5 tIE c05tundertaken to further the purEx)ses of the charity and their awciated costs. Supwrt costs have been allated between governance costs and otlEr supwrt. (thernan costs conprise all costs in11Ving public accountability of the charity and its CO17ance with regulation and gc(J practice. Support costs 11 include central function5 and ha been allocated to actTVity C05t categories on a basis consistent with the use of re9)urces, eg allatIng twrty costs by flcor areas, or per capita, staff costs by the tlme 4t and otlrr costs by their usage. 111 Other expenditure reprent5 tlwjse Ttem5 not fallTng Into any Ottrr heading Irrecoverable VAT Is charged as a co& against the activlty for the exFensltufe wa5 incurred. 8) Tanble flxed 45sets Indlvidual flxed assets are capltalised at cost and depreciated oypr t1r estimated, useful, ec(ornIC lives on a stralght Ilne basls as foiio%' Annual r•te 25% EqulpThtnt h) Debtors Trade and other debtors a recognlsed at tt settlement arrK)unt due aftei any trade discount offered. Prepaynwnts are valued at the aTr)unt prepaid after taking account of ary trade discounts due. l) Cash at bank and In hand Cash at bank and Tn hand IrKlUd cash and other terrn, hTgNy Iiquld ynvejtfftnts with a short maturlty of three or les5 from the date of acqulsitlon or ¢)wning of the desIt or sfmllar account. j) Credltors and provlskms Creditors and provislons are recoqnised *tsre charity has a we5ent obligation resulting from a past event that will probably result in tPE trnnsfer of funds to a third party and the aUnt due to settle the obligation can be measured or estimated reliably. Creditor5 and provisions are nfxmally recognised at their settlelrtnt ank)unt after allowing for any trade discounts due. k) Flnand•l Instrumwrts The charfty only has financial at5 and liablllties of a kind that qualFfy as bast flnandal Instruryents. Basic financial instruments are initially recognised at tran5artlon value and subsequently nasUred at their settlement value. Z Voluntary Income 2024 2023 Donatlons 2,765 1,019 Grants 19,202 18,815 21,967 19,834
Page 10 AmlRms suppoKr LuCESTERRE NOTES FCWIING PART c THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 ocfoBER 2024 2 Voluntary Income Icontlnwd) 20Z4 2023 Grants received coThyi: JR Corah Barratts Trust Loughb)rough Royal Alasonk Stsr Trust FLOree Turner Trust Edlth Trust Jean Cope FowKlatlon Eart Shllton Bulldlrq kniety Wakeham Trust clothvrkerS LCC Shires grart Lester Chartty Leicester5hlre CMF 750 7,015 4,192 750 134 375 19.202 18,815 3 kdvftles for 8•nera¢lw fa5 2024 2023 Fundraising 1,295 1,295 4 Charftable eXdItt 2024 2023 Project expenses Office exper Telep1, StstiO and Ige ProntIOnal rk matetials bscriptions Mi5ceilarous TraNEI & accornrnodation 19,212 7.21x1 16,789 8,394 278 4,719 345 2,136 4,173 1,869 33,870 35,551 5 Employees ernoluments and reLited party transactlons charity ernptoyed 2 peopie12023:2) during the star with a total wage5 bill of £1,392 {2023: £9,115) No vrdges paYnts were made to any trustee5 durlng JEar arKI redwmlarq payrnents ve made by charlty dwln8 the ar. Contr1ixrtkn to of £9 Ire made durlng year. 1 trteeS<2023." 2} vms reimlxed tsaNEi aTrJ stsisteKe exF an)1]4 to £615 12023." £751) The followi.r8 tru5tee5 or tyj515es receId paYnt ITr their IOfeSSIOnal capacity.: Conrad M£Ewan . £3,69512023: £2,405) Tutorlng, artv•)rk and pronw)tional rnaterlal Lifvla Kimberlerf.Brooks . £1,43012023: £1.640) kcountarKy and tM)ol&eeping services
Page11 ARTHRITIS SUPPORT LEICESTERSHIRE 140TES FOK¥JNG PART OF THE FINANCIAL sfATEA•£Krs FOR ThE YEAR ENDEO 31 ocfo8ER 2024 6 Cr•dftorn: 4mouDts fAllSnq wlthln on• y•ar 2024 2023 Trade creditor5 Cr eX[se$ Payroll liab71itie5 931 4,702 710 23 931 5,435 7 Analysls of net assets betTh funds Restrlet•d Unrestrkted T¢)tal 2023 Assets 8,970 9,523 18.493 21.946 Current liabilitles 523 931 2,601 8,447 9,116 17,562 24,547 At 1 Nov. 2023 Incomlnq thrt8olrYd Tr•nsfer of At 31 (kt. Funds 2024 8 lknm¢nt In funth Restrkt•d Funds Barratts Deveiot¥r*nt Children'5 Arthrltls Trust cOP Community Find Haramead Trust LCC Shire Grant LCC .East Midlands Shared knice5 Leicestershire & Rutiand sPt ILRSI Clothworkers Small Miracle Eari Shilton BS Pagets Trust Wakeham Trust Trwnark Trust Leicestershire Charity Link JR Corah Florence Turner Trust Jean Cow Foundation Loughbjrough Royal I•Asonlc Star Trust 4.192 6.628 423 1,324 251 1.130 3,553 3,976 1,324 1.810 111 2471 1,312 45 1451 4,839 134 134 57 113 87 87 375 375 17501 17501 1,410 15,029 15,20Z 19,558 12,2261 8,447 Unre5tr1ct•d Funds 9,517 11,684 14,312 2,226 9,115 24,546 26,886 33,870 17,562
Page 12 ARTHRITIS SUPPORT LEICESTERSHIRE NOTES FOPMNG PAirr OF THE FINANCIAL FOR ThE YEAR ENDED J1 ocfo8ER 2024 9 Detalls of r•strict•d funds To I¥1de a Chrfstmas lUh for Indtviduals vlth MSK condlth)ns and thelr famllle5 Chlldren s Irthrftls Trust To imprfft the li1$ of children with arthriti5 co.op Communlty Fund To prode woqrammes of qentie exerctse and welllxing. and advi on living with arthritis for iTrthviduals with MSK conditions with reduced moblllty To provide Eyogrammes of gentle exerdse, hydrotlwapyrf sessio, sa and aoknce on livln8 wlth arthritis for individuals with ILSK conditions vrith reduced nbility Haramead Trust LCC East Midlands To Fide IT gjrwrt for individuals in thelr homes LCC Shire Grants To r¢y•ide amln SUprt LRS To set up the ASL table temis club in partthip with RaNdlns £a&my and de fundlnl for a table tennls CO1. Clothworkers To contrltxrte to Costs of rrequipment Small fvIAracle To wovlde an onl1 w. cla$5 Eari Shilt< P4Jilding &xiety To w0de and tle exerdse seSon5 for indsviduais with AISK condTtions with reduced molxlity To FvIde hydrotherapi exercise and w exffcise for individuals with MSK condltions with reduced rtbilIty Pa¥ts Trust Wakeham Trust To 5UPtM)rt the YouTr4 at Heart" ClP Truemark Trust To WDvlde hydrotlwawi and gentle exerctse sessfons for Indmthjals v#lth MSK condtttons wlth redled mobility Leicestershire Charity Link To wovlde a weekly sesslon of w f Indlvlduals with conditions with reded nN)bFlity To contr1tte to a new offke cirnputer• wmTtted to be to unre5trirted Trust To Contr1Ete to a new comwterl tmItted to to unrestricted Jean Cy Trust Loughtrorough Royal Masonic To itve5 of chlldren and famil*s wlth arthrftls SLV Trust To provide and sefttle exerdse Cla totrt£ with athKe on living with arthrltls for IndIdual$ ¥Ath MSK condltlons .