Better Action for Families CIO
Charity number 1154286
Annual Report and Financial Statements
for the year ended 31 March 2021
Better Action for Families CIO
Annual Report and Financial Statements for the year ended 31 March 2021
| Contents | Page |
|---|---|
| Trustees' report | 2 to 4 |
| Examiner's report | 5 |
| Receipts and payments account | 6 |
| Statement of assets and liabilities | 7 |
| Notes to the accounts | 8 to 10 |
Prepared by West Yorkshire Community Accounting Service
1
Better Action for Families CIO
Trustees' report for the year ended 31 March 2021
Reference and administrative details of the charity, its trustees and advisors
The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates Norman Campbell Chair Deceased 6 May 2020 Jackie Hartley Secretary Pat McGeever Acting Chair Paul Broadbent Treasurer Appointed 27 May 2021 Kausar Iqbal Rebecca Mitchell Yvonne Ugarte Anthony Dawson Leanne Benson Rita Metcalfe Adam Ogilvie John Ruddette Kelly Hartley Charity number 1154286 Principal address Beeston Village Community Centre Beeston Park Place Leeds LS11 8DQ Bankers Yorkshire Bank 86A Queen Street Morley Leeds LS27 9BU
Independent examiner Stephen Procter West Yorkshire Community Accounting Service Stringer House 34 Lupton Street Leeds LS10 2QW
Structure, governance and management
The charity is a Charitable Incorporated Organisation (CIO) formed on 21 October 2013.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
2
Better Action for Families CIO
Trustees' report (continued) for the year ended 31 March 2021
Objectives and activities
The charity's objects
The advancement of health
The advancement of education
The relief of those in need because of youth, age, ill-health, disability, financial hardship or other disadvantage in particular through targeted and inclusive action for the improvement of the lives of people with learning disabilities and their families and carers.
The provision of facilities for recreation or leisure time occupation in the interests of social welfare to persons who have need of those facilities by reason of their youth, age, infirmity or disability, poverty or social and economic circumstances and to their families and carers.
The charity's main activities
BAFF began the year running their usual groups in the community that support parent/carers people with learning disabilities, their families and the wider community. The groups consisted of a Monday social evening, two allotment sessions, family fun, chair based exercise, dancercise and an educational walking group. Due to the Covid-19 Pandemic some of these sessions have had to be altered or stopped at certain times following government guidance. BAFF have worked with Cycle UK to deliver cycling sessions, either one to one or with limited attendees, continued with two allotment sessions, Monday evening relaxation for volunteers and have delivered and shared information on social media. Some family fun sessions have been able to be delivered.
BAFF are commissioned to deliver four services for Leeds city Council. Facilitate the Carers Reference Group that feed back to the Learning Disabilities Partnership Board. Support of the good Lives Leaders Project visiting homes and submitting a report for changes to the CQC to put these in place. These have also either been put on hold or have been limited delivering meetings only on zoom. Manage the ‘As one’ project working with families of adults with learning disabilities to promote inclusion in the community. Asset based Community Development Facilitators to work on people’s skills & assets to develop the community.
Public benefit statement
In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit.
Achievements and performance
BAFF have helped people with learning disabilities, their families and the wider community to continue with activities in an uncertain time. Due to the Covid-19 restrictions BAFF have had to change in the way it connects with the community. We have given out activity packs to families, any surplus food from the allotment went to the local food banks, we shared on social media public health information, recipes, crochet patterns, growing fruit and vegetables and exercise sessions. At Halloween pumpkins were handed out to local families along with homemade pumpkin soup. We gave out 52 Christmas gifts to parents and children. The Carers Reference Group coffee and chat continued on zoom so carers were supported.
BAFF have continued to deliver the Asset Based Community Development work in Beeston and funding has been secured to continue this project for a further 12 months. We said goodbye to Alia and welcomed Gayle to the project and are looking forward to her delivery. The salaries are paid by Leeds City Council until March 2022.
We have been based in the new Beeston Village Community Centre now for over a year and are looking forward to starting our group sessions.
Due to the Covid-19 virus most BAFF groups have had to stop or have been changed to fit with government guidance. We have work closely with Cycle UK delivering cycle groups to the members.
The Liz and Terry Bramall and Awards for All grants have been extended until the end of 2021.
3
Better Action for Families CIO
Trustees' report (continued) for the year ended 31 March 2021
Covid-19
Better Action for Families CIO have managed to secure funding over the past 12 months and for the next 12 months but have had to adapt all sessions to fit with government guidance. The board of trustees have struggled to meet up and after we lost our chairman Norman Campbell in May 2020 members decided it would be better to reassemble when it was safe to do so. Our board are made up from carers who over the last year have had other commitments and adults with learning disabilities who have had to self-isolate.
Many board members either didn’t have the time due to their commitments or were not experienced in using digital technology to attend zoom/skype meetings. The board agreed to wait until they could meet face-to-face. We have also found it hard to fill the posts of either the chairperson or the treasurer who also stepped down due to isolating. Although we advertised & circulated around forums, social media & on the VA-L website it was hard to fill these posts.
At the time of signing these accounts the charity has been impacted by the global Covid-19 virus. The trustees have reassessed the charity’s ability to continue for at least 12 months from the date that the accounts are approved and conclude that no material uncertainties exist that cast significant doubt on the charity's ability to meet its liabilities as they fall due
Financial review
The net receipts for the year was £23,066, including net receipts of £1,807 on unrestricted funds and net receipts of £21,259 on restricted funds.
Reserves policy
The charity's free reserves at the year end were £6,149.
We are currently working on a reserves policy but due to the pandemic this has been put on hold. The trustees agreed that we should keep £2,000 for the reserves.
Signed on behalf of the board of trustees on 27/09/21
Paul Broadbent (Trustee)
4
Better Action for Families CIO
Independent examiner's report to the trustees of Better Action for Families CIO Charitable Incorporated Organisation ('the CIO')
I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 March 2021, which are set out on pages 6 to 10.
Responsibilities and basis of report
As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the CIO's accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1 accounting records were not kept in respect of the CIO as required by section 130 of the Act; or 2 the accounts do not accord with those records.
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.
Stephen Procter
30/09/2021
West Yorkshire Community Accounting Service
Stringer House 34 Lupton Street Leeds LS10 2QW
5
Better Action for Families CIO
Receipts and payments account for the year ended 31 March 2021
| Notes 2021 Unrestricted funds £ Receipts Grants and donations (2) 250 Other income 471 Total receipts 721 Payments Staff costs (3) 213 Staff travel - Hall and facility hire 625 Insurance - Equipment and resources - Travel, transport and activities - Refreshments - Stationery and postage - Telephone - Exercise classes - Gifts and donations 23 Ingredients - Independent examination - Volunteer expenses - Sundries 53 Total payments 914 (193) Transfers between funds (4) 2,000 Net movement in funds after transfers 1,807 Fund balances brought forward 4,342 Fund balances carried forward (4) 6,149 Net receipts / (payments) |
2021 Restricted funds £ 60,382 - 60,382 26,329 - 2,562 270 1,512 148 178 192 168 4,560 300 - 492 299 113 37,123 23,259 (2,000) 21,259 37,925 59,184 |
2021 Total funds £ 60,632 471 61,103 26,542 - 3,187 270 1,512 148 178 192 168 4,560 323 - 492 299 166 38,037 23,066 - 23,066 42,267 65,333 |
2020 Total funds £ 54,538 - 54,538 29,677 80 3,162 256 4,184 9,102 939 245 176 3,600 171 55 480 409 460 52,996 1,542 - 1,542 40,725 42,267 |
|---|---|---|---|
6
Better Action for Families CIO
Statement of assets and liabilities
| as at 31 March 2021 2021 Unrestricted £ Cash funds Cash at bank 5,750 Cash in hand 399 Total cash funds 6,149 Liabilities Independent examination |
2021 Restricted £ 59,184 - 59,184 |
2021 Total £ 64,934 399 65,333 £ 492 492 |
2020 Total £ 42,317 (50) 42,267 |
|---|---|---|---|
Approval of the accounts
The financial statements were approved by the board of trustees on 27/09/21
Paul Broadbent (Trustee)
7
Better Action for Families CIO
Notes to the accounts
for the year ended 31 March 2021
1 Accounting policies
Basis of accounting
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
Taxation
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
8
Better Action for Families CIO
Notes to the accounts continued
for the year ended 31 March 2021
| 2 Grants and donations Leeds City Council (Adult Social Care) Leeds City Council (ABCD Project) Leeds City Council (ABCD Small Sparks) Leeds City Council (Carers Group) Leeds City Council (GLL) Leeds City Council (MICE) Arise Aspire Awards for All Cycling UK Greggs Leeds Community Foundation (Resilience) Liz and Terry Bramhall Trinity Fund Wades Charity Wesleyan Donations 3 Staff costs Gross salaries Social security costs Employment allowance Payroll costs 4 Restricted funds Balance b/f £ LCC (ASC) 2,883 LCC (ABCD) 21,418 LCC (ABCD Small Sparks) - LCC (Carers) 6,122 LCC (GLL) 943 LCC (MICE) 150 Arise 700 Aspire 234 Awards for All - Cycling UK - LCF Resilience - Liz and Terry Bramhall 4,976 Wades Charity 499 37,925 |
2021 Unrestricted funds £ - - - - - - - - - - - - - - - - 250 250 Incoming £ 10,000 25,000 2,000 6,000 - - - - 9,996 1,336 6,050 - - 60,382 |
2021 Restricted funds £ 10,000 25,000 2,000 6,000 - - - - 9,996 1,336 - 6,050 - - - - - 60,382 Outgoing £ 9,924 16,028 400 1,440 81 150 700 - 609 193 6,050 1,087 461 37,123 |
2021 Total funds £ 10,000 25,000 2,000 6,000 - - - - 9,996 1,336 - 6,050 - - - - 250 60,632 2021 £ 26,226 1,235 (1,235) 316 26,542 Transfers £ - (3,000) 1,000 - - - - - - - - - - (2,000) |
2020 Total funds £ 10,000 20,000 - 6,000 2,000 - 1,000 2,500 - - 1,960 - 4,976 - 4,000 1,980 122 54,538 2020 £ 29,335 1,577 (1,577) 342 29,677 Balance c/f £ 2,959 27,390 2,600 10,682 862 - - 234 9,387 1,143 - 3,889 38 59,184 |
|---|---|---|---|---|
9
Notes to the accounts continued
Better Action for Families CIO
for the year ended 31 March 2021
4 Restricted funds (continued)
Fund name
Purpose of restriction
LCC (ASC) LCC (ABCD)
LCC (ABCD Small Sparks) LCC (Carers) LCC (GLL) LCC (MICE) Arise Aspire Awards for All Cycling UK LCF Resilience
Liz and Terry Bramhall Wades Charity
For Manager salary, rent, insurance and other running costs. For the Asset Based Community Development project. (Includes wages and other costs as well as some Small Sparks grants. Transfers in respect of project management fee and grant contributions to Small Sparks.) To make small awards to residents to allow them to organise local activities. To facilitate the Carers Reference Group for Leeds. To support the Good Lives Leaders project. Towards the costs of equipment.
For the delivery of dance/exercise sessions and allotment equipment. To purchase equipment for an accessible changing room. To provide activity sessions for group members during and after Covid-19. To purchase cycles and other equipment to deliver group cycling sessions. To support the functions of the organisation during and after Covid-19, including home office equipment, insurance and volunteer expenses. To re-establish groups and staff costs for social and health activities. Towards the costs of equipment, activities and staff costs.
5 Related party transactions
Trustee expenses
No trustee received any expenses during this year or the previous year.
Trustee remuneration and benefits
No trustee received any remuneration or benefit during this or the previous year.
10