2024-03-31-accounts - Better Action For Families CIO

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Better Action for Families CIO

Charity number 1154286

Annual Report and Financial Statements

for the year ended 31 March 2024

Better Action for Families CIO

Annual Report and Financial Statements for the year ended 31 March 2024

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

Better Action for Families CIO

Trustees' report for the year ended 31 March 2024

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 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 in England and Wales Registered and principal address Bankers Beeston Village Community Centre Virgin Money Beeston Park Place 86A Queen Street Leeds Morley LS11 8DQ Leeds LS27 9BU

Independent examiner

E J Beverley FCCA 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) association formed on 21 October 2013 and is governed by a constitution.

Method of recruitment and appointment of trustees

The trustees of the charity are appointed by the members at the AGM.

Better Action for Families CIO

Trustees' report (continued) for the year ended 31 March 2024

Objectives and activities

The charity's objects

The objects of the CIO are for the public benefit:

(1) The advancement of health
(2) The advancement of education
(3) 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.
(4) 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. 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.

BAFF were also part of the ABCD celebration event bringing all Leeds pathfinder sites together to share all the wonderful achievements.

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.

Better Action for Families CIO

Trustees' report (continued) for the year ended 31 March 2024

Achievements and performance (continued)

We have 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. BAFFs allotment group continue to have success at the Great Middleton Park Show for their amazing produce, winning certificates.

BAFF worked with Jan Wells & Mandy Haigh to produce a video celebrating 21yrs of BAFF which was launched at the AGM in October 2023.

Financial review

The net payments for the year were £11,648, including net receipts of £3,587 on unrestricted funds and net payments of £15,235 on restricted funds after transfers.

Reserves policy

The charity's free reserves, at the year end were £13,110.

The trustees plan to put a reserves policy in place and agreed a minimum level or reserves of £2,000 should be held in the interim.

Approved by the board of trustees on 09/07/2024

Adam Ogilvie (Trustee)

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 2024, 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 charity as required by section 130 of the Charities Act; 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.

E J Beverley FCCA

09/07/2024

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Better Action for Families CIO

Receipts and payments account for the year ended 31 March 2024

Notes 2024 Unrestricted funds £ Receipts Grants and donations (2) 43 Other income 1,099 Total receipts 1,142 Payments Staff costs 858 Staff travel 54 Hall and facility hire 625 Insurance - Equipment and materials 81 Activity costs and resources 200 Travel and transport - Refreshments 36 Stationery and postage 86 Telephone 174 Exercise classes - Household support - Ingredients - Independent examination - Volunteer expenses - Small Sparks - Facilitator - Sundries 41 Promotional video - Grant repayment - Total payments 2,155 Net receipts / (payments) (1,013) Transfers between funds 4,600 Net movement in funds 3,587 Fund balances brought forward 9,523 Fund balances carried forward (3) 13,110	2024 Restricted funds £ 55,990 100 56,090 32,398 - 1,415 270 1,678 4,307 6,217 820 49 - 7,128 - 1,017 516 105 750 375 150 8,990 540 66,725 (10,635) (4,600) (15,235) 64,471 49,236	2024 Total funds £ 56,033 1,199 57,232 33,256 54 2,040 270 1,759 4,507 6,217 856 135 174 7,128 - 1,017 516 105 750 375 191 8,990 540 68,880 (11,648) - (11,648) 73,994 62,346	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

Better Action for Families CIO Statement of assets and liabilities

as at 31 March 2024 2024 Unrestricted £ Cash funds Cash at bank 13,039 Cash in hand 71 Total cash funds 13,110 Liabilities Accruals	2024 Restricted £ 49,236 - 49,236	2024 Total £ 62,275 71 62,346 2024 £ 4,175 4,175	2023 Total £ 73,950 44 73,994

The financial statements were approved by the board of trustees on 09/07/2024

Adam Ogilvie (Trustee)

Better Action for Families CIO

Notes to the accounts

for the year ended 31 March 2024

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.

Better Action for Families CIO

Notes to the accounts continued

for the year ended 31 March 2024

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) The National Lottery (Heritage Fund) Wades Other donations	2024 Unrestricted funds £ - - - - - - - - 43 43	2024 Restricted funds £ - - 25,000 10,000 6,000 - 9,990 5,000 - 55,990	2024 Total funds £ - - 25,000 10,000 6,000 - 9,990 5,000 43 56,033	2023 Total funds £ 9,750 5,000 25,000 10,000 6,000 500 - - 3,326 59,576

3 Restricted funds LCC (ASC) LCC (Carers) LCC (GLL) Awards for All LCC (MICE) LCC (ABCD) Aspire LCC (ABCD Small Sparks) Cycling UK WYCA My Future Project Jimbo's Fund Wades The National Lottery (Heritage Fund	Balance b/f £ 7,664 11,007 834 9,750 187 26,547 232 2,013 993 4,276 545 423 - ) - 64,471	Incoming £ 10,000 6,000 - - - 25,100 - - - - - - 5,000 9,990 56,090	Outgoing £ 11,630 5,170 834 9,750 131 20,733 - 1,296 - 2,616 - 423 4,152 9,990 66,725	Transfers £ - - - - - (8,600) - 4,000 - - - - - - (4,600)	Balance c/f £ 6,034 11,837 - - 56 22,314 232 4,717 993 1,660 545 - 848 - 49,236

Fund name

LCC (ASC)

LCC (Carers) LCC (GLL) Awards for All LCC (MICE) LCC (ABCD)

Aspire LCC (ABCD Small Sparks)

Cycling UK

Purpose of restriction

Adult Social Care funding towards the managers salary, rent, insurance and other running costs.

To facilitate the Carers Reference Group for Leeds. To support the Good Lives Leaders project.

To provide activity sessions for group members during and after CovidTowards the costs of the allotment and holistic relaxation sessions. For the Asset Based Community Development project. The transfer relates to management costs of £4,600 transferred to unrestricted and £4,000 transferred to Little Sparks fund to continue that work.

To purchase equipment for an accessible changing room.

To make small awards to residents to allow them to organise local activities. £4,000 has been put into this fund from the main grant during the year.

To purchase cycles and other equipment to deliver group cycling sessions.

Better Action for Families CIO

Notes to the accounts continued

for the year ended 31 March 2024

3 Restricted funds (continued)

Fund name Purpose of restriction WYCA To purchase equipment, helmets, first aid kits, cycles and training so BAFF can deliver cycling group sessions. My Future Project To deliver sessions with adults with learning disabilities on skills and strengths for future job workshops. 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. Wades Towards the weekly groups running costs and transport for the summer The National Lottery (Heritage Fund) To produce a video celebrating 21 years of BAFF and for a launch event to promote this.

4 Related party transactions

Trustee expenses

During the year 3 trustees were paid a total of £242 in respect of travel (previous year: 0 trustees and £nil).

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.