Better Action for Families CIO
Charity number 1154286
Annual Report and Financial Statements
for the year ended 31 March 2023
Better Action for Families CIO
Annual Report and Financial Statements for the year ended 31 March 2023
| 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 Accountancy Service CIO
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Better Action for Families CIO
Trustees' report for the year ended 31 March 2023
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
Name Position Stacey Atkinson Chair Adam Ogilvie Chair Jackie Hartley Secretary Paul Broadbent Treasurer Kausar Iqbal Rebecca Greenwood Yvonne Ugarte Leanne Benson John Ruddette Kelly Hartley Christopher Charlton Charity number 1154286 Registered and principal address Beeston Village Community Centre Beeston Park Place Leeds LS11 8DQ Bankers Virgin Money 86A Queen Street Morley Leeds LS27 9BU
Resigned 11 October 2022 From 24 January 2023
Registered in England and Wales
Independent examiner
Stephen Procter West Yorkshire Community Accountancy Service CIO 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 and its governed by an association constitution.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
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Better Action for Families CIO
Trustees' report (continued) for the year ended 31 March 2023
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 run several groups in the community that support parent/carers, people with learning disabilities, their families and the wider community. The groups consist of a Monday social evening, two allotment sessions, family fun, chair based exercise, dancercise and an educational walking group. Our main priority is to focus on an inclusive service that will benefit everyone, while improving the lives of people with learning disabilities and their families in Leeds, through targeted and inclusive action.
BAFF are commissioned to deliver four services for Leeds City Council. Facilitate the Carers Reference Group that feed back to the Learning Disability Partnership Board. Support Carers of the Good Lives Leaders Project visiting homes and submitting a report for any changes to CQC to put these in place.
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 and assets to develop the community.
Working with the crochet group and monthly craft and homemade food market.
We also deliver My Future Workshops in partnership with Health for All Leeds to support people with learning disabilities into employment using the strength based approach.
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 listened to people with learning disabilities, their families and the wider community to support them to participate in new experiences, changing their health and wellbeing helping to adapt to a healthier lifestyle, building friendships with other local people, creating a circle of support in the area
This has helped build confidence, self-esteem, improved integration and empowerment, encouraging people to become volunteers, access training and become more active in the local community.
We have managed to secure funding to continue with all our projects for another twelve months in these recent difficult times.
We have more attendees than before which shows the desire and passion our local community has to safely come together again.
BAFF has supported local residents at a craft and homemade food market and worked in partnership with Homestart, Forum Central, MHA live at home scheme and St Andrews Methodist Church to deliver a successful health and wellbeing event in South Leeds.
Our allotment group continues to have success at the Great Middleton Park Show for their amazing produce, winning four certificates.
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Better Action for Families CIO
Trustees' report (continued) for the year ended 31 March 2023
Financial review
The net payments for the year were £13,703, including net receipts of £4,432 on unrestricted funds and net payments of £18,135 on restricted funds after transfers.
Reserves policy
The charity's free reserves at the year end were £8,666.
We were working on a reserves policy but due to the pandemic was put on hold. The trustees agreed that we should keep a minimum £2,000 for the reserves in the interim.
Approved by the board of trustees on 27/07/2023
Adam Ogilvie (Trustee)
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Better Action for Families CIO
Independent examiner's report to the trustees of Better Action for Families CIO
I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 March 2023, 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
31/07/2023
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
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Better Action for Families CIO
Receipts and payments account for the year ended 31 March 2023
| Notes 2023 Unrestricted funds £ Receipts Grants and donations (2) 3,326 Other income 286 Total receipts 3,612 Payments Staff costs 1 Staff travel 72 Hall and facility hire - Insurance - Equipment and materials 24 Activity costs and resources 431 Travel and transport - Refreshments 89 Stationery and postage 26 Telephone 180 Exercise classes - Household support - Ingredients - Independent examination - Volunteer expenses - Small Sparks - Facilitator - Sundries 300 Total payments 1,123 Net income / (expenditure) 2,489 Transfers between funds 2,800 Net movement in funds 5,289 Fund balances brought forward 4,234 Fund balances carried forward (3) 9,523 |
2023 Restricted funds £ 56,250 - 56,250 32,485 - 2,704 270 2,436 9,449 3,676 1,041 19 - 6,105 3,620 1,167 492 765 2,200 2,168 - 68,597 (12,347) (2,800) (15,147) 79,618 64,471 |
2023 Total funds £ 59,576 286 59,862 32,486 72 2,704 270 2,460 9,880 3,676 1,130 45 180 6,105 3,620 1,167 492 765 2,200 2,168 300 69,720 (9,858) - (9,858) 83,852 73,994 |
2022 Total funds £ 63,686 175 63,861 29,833 21 2,608 270 912 2,174 737 634 103 160 5,025 88 337 492 298 1,650 - - 45,342 18,519 - 18,519 65,333 83,852 |
|---|---|---|---|
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Better Action for Families CIO
Statement of assets and liabilities
| as at 31 March 2023 2023 Unrestricted £ Cash funds Cash at bank 9,479 Cash in hand 44 Total cash funds 9,523 Liabilities Independent examination March 2023 salaries (paid April) |
2023 Restricted £ 64,471 - 64,471 |
2023 Total £ 73,950 44 73,994 £ 516 3,846 4,362 |
2022 Total £ 83,431 421 83,852 |
|---|---|---|---|
The financial statements were approved by the board of trustees on 27/07/2023
Adam Ogilvie (Trustee)
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Better Action for Families CIO
Notes to the accounts
for the year ended 31 March 2023
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.
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Better Action for Families CIO
Notes to the accounts continued
for the year ended 31 March 2023
| 2 Grants and donations Awards for All Forum Central/Volition Leeds City Council (ABCD Project) Leeds City Council (Adult Social Care) Leeds City Council (Carers Group) Leeds City Council (Retreat) Leeds City Council (ABCD Small Sparks) Leeds City Council (MICE) Jimbo's Fund My Future Project West Yorkshire Combined Authority (WYCA) Other donations 3 Restricted funds Balance b/f £ LCC (ASC) 5,261 LCC (ABCD) 23,990 LCC (ABCD Small Sparks) 7,400 LCC (Carers) 13,343 LCC (GLL) 862 LCC (MICE) 905 LCC (Retreat) - Aspire 232 Awards for All 6,396 Cycling UK 993 Forum Central/Volition - Jimbo's Fund 14,960 My Future Project 1,000 WYCA 4,276 79,618 |
2023 Unrestricted funds £ - - - - - - - - - - - 3,326 3,326 Receipts £ 10,000 25,000 - 6,000 - - 500 - 9,750 - 5,000 - - - 56,250 |
2023 Restricted funds £ 9,750 5,000 25,000 10,000 6,000 500 - - - - - - 56,250 Payments £ 7,597 22,443 3,387 8,336 28 718 500 - 6,396 - 4,500 14,237 455 - 68,597 |
2023 Total funds £ 9,750 5,000 25,000 10,000 6,000 500 - - - - - 3,326 59,576 Transfers £ - - (2,000) - - - - - - - (500) (300) - - (2,800) |
2022 Total funds £ - - 25,000 10,000 6,000 - 1,000 1,450 14,960 1,000 4,276 63,686 Balance c/f £ 7,664 26,547 2,013 11,007 834 187 - 232 9,750 993 - 423 545 4,276 64,471 |
|---|---|---|---|---|
Fund name
LCC (ASC) LCC (ABCD) LCC (ABCD Small Sparks)
LCC (Carers) LCC (GLL) LCC (MICE) LCC (Retreat) Aspire Awards for All Cycling UK Forum Central/Volition
Purpose of restriction
For Manager salary, rent, insurance and other running costs. For the Asset Based Community Development project.
To make small awards to residents to allow them to organise local activities. (The transfer is in respect of funds returned to the 'host' project) To facilitate the Carers Reference Group for Leeds. To support the Good Lives Leaders project.
Towards the costs of the allotment and holistic relaxation sessions. Towards the costs of a holistic relaxation retreat.
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 families with vouchers for food and household goods. (The transfer is in respect of central costs allocated to the project)
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Better Action for Families CIO
Notes to the accounts continued
for the year ended 31 March 2023
3 Restricted funds (continued)
Fund name Purpose of restriction Jimbo's Fund To deliver weekly sessions including exercise, walking group, family fun and allotment and a number of day trips. Also towards some overheads. (The transfer is the remaining balance of fund at project end to be used where required) My Future Project To deliver sessions with adults with learning disabilities on skills and strengths for future job workshops. WYCA To purchase equipment, helmets, first aid kits, cycles and training so BAFF can deliver cycling group sessions.
4 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.
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