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