## 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**
1
## 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.
2
## 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.
3
## 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)
4
## 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
5
## 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|
|---|---|---|---|
6
## 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)
7
## 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.
8
## 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)
9
## 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.
10