Somerset
Sight
Working with people
who lack slght, not vislon
SOMERSET SIGHT LIMITED
(A company limited by guarantee)
Unaudited
Annual Report and
Financial Statements
for the year ended
31 st March 2025
Registered Charity Number 1154472
Registered Company Number 08432686
The Queen's Award
for Volvntary Servic•

Somerset Sight Limited
Northfield House
51 Staplegrove Road
Taunton
TAI IDG
Telephone: 01823 333818
Website: www.somersetsight.org.ulc
Our mission statement
46
Somerset Sight Limited supports visually impaired
people in Somerset so that they may lead fuller and
more independent lives.
?y

Somerset Sight Limited IRegister¢d company: 08432686)
Trustees, Annual Report for the Year Ended 31 March 2025
Legal and Adminlstrative Information
The Trustees are pleased to present their Atmual Report together with the financial stat¢m¢llts of the charitable
company for the year ended 31 March 2025. The financial statements comply with the Memornndum and
Articles of Association. and Accounting and Reporting by Charities.. Statement of Recommended Practice
applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable
in the UK and Republic of Ireland IFRS 102) issued October 2019 - (Charities SORP FRS 102) the Financial
Reporting Standard applicable ill the United Kiugdom and Republic o£Ireland (FRS 102) and the Companies
Act 2006.
Charity Details
Somerset Sight Limited is a ¢ompally limited by guarantee (08432686) and a registered charity (1154472).
The registered office and address of the ch￿lty is Northfi¢ld House, 51 Staplegrove Road, Taunton, Somersct
TAI IDG.
The Patrons of the charity, together with the trustees who served during the year and those who have been
appointed since the balance sheet date, were as follows:
Patrons:
Count Cknles de SaIis
Lady Elizabeth Gass DCVO
Mr Mohammed Saddiq, I.OTd Lieutenant of Somerset (appointed I l April 2024)
Rt. Revd. Ruth Worsley, Bishop of Taunton
DlrectOTS and Trnstees:
Mr Paul Fellingham (Chairnian)
Mrs Christine Briggs (Vice£hairn)an}
Mr Ian Pinder (Trcaswer) (resigned l March 2025)
Mr Zdenek Gregor
Mr Nicholas Ham
Dr Sarah Chen
Mr Jonathan (Johnnie) Halliday
Ms Sarah Tufton
Ms Anna Blake
Mr John Wright
Mr Richard Barton
Chief Executive Officer
Jackie Sopwith
Independent Examiner of the Accounts:
Michael Cook Bse FCA, A C Mole LLP, Chartered Accountants, Stafford House, Blackbrook Park Avenue,
Taunton, Somerset T Al 2PX
.Investment Managers.and. StocIibrokers:
Rowan Dartington & Co Ltd, Aintree House, Blackbrook Park Avenue, T&unton TAI 2PX
Principal Bankers:
Lloyds BanL Taunton

Structure, Governanee and Management
Since 1919 SomeTset Sight Limiled, and its predece880r orgauisation Somerset Association for the Blinl have
been helping the visually impaired people of Somerset to live Rs independently as possible.
The Objects of the Charitable Company
Somerset Sight Limited exists to provide benefits for the visually impaired residents of Somerset. In
accordance with our Constitution we provide for their needs, promote and protect their health and promote
their education and training. Our Mission Statement can be seen on the inside cover of this report.
Alms
Somerset Sight Limited aims to meet the needs of the visually impaired in Somerset and their carers to th¢
Ilest extent possible within the constraints of the funding and resources available to us. The Trustees aim to
manage the charity's r¢80urc¢s responsibly and in such & way that the greatest value is provided to our
beneficiaries.
Membershfip
Memb¢rsl]ip of the company is by applA¢atioll to the office iu)d will involve a gLwantee for a contribution of
£1 O in th¢ ¢vent of a shortfall in asscts on winding lip.
Dtrectors and Trustees
Th¢ directors of the charitablc company ('%hc charity,? are its Trustees for the purpose of c1￿7ty law and
throughout this report are collectively referred to as the Trustees. The names of the Trustees who served
throughout the year and the principal officers of the charitable company are showll on page l.
The Trustces have a yuitably wide range of skills and experience which is reviewed peri(xlically by internal
audit. They are either elected at the Annual General Meeting or co-opted. Two Trnstees have visual
impaimients allowing them to provide particularly relevant experience to the Board.
The Board of Trustccs recognisGs that as the range of services provided by SoMe￿¢t Sight Ltd increases it
will be necessary to recrLUt new Trnstees who have skills and experience not currently rcpresented. The
Trustces acknowledge th¢rcforc that the work to identify new skills and experience among potential new
Trustses is now more important than ¢v¢i".
The Board of Trustees also recognises the need for all Trustees to be properly trained and inducted. Viswdl
Awareness Training and other relevant courses are offered and induction prO￿aMme8 followed.
The Trustees meet regularly and at least six times per year to agree strategy and to oversee the management
of the Chwitable Company, The day to day wnning of the charity is delegated to the Chief Executive Officer
and the other officers of the charity who report regularly to the Trustees.
Public Benefit
Our services are directed towards the blind and partially sighted people in Somerset. For the general benefit
of the public, we aim to respond to the needs of anyone with sight loss whether or not they are registered as
blind or partially sighted. Our Resource Ccntrc, which is central to the charity's worL is available to thc
general public whether or not they are visually impaired. While we ar¢ a membership organisation it is not
necessary to be a member to benefit from the CharAty'8 SUPPOrt, The Trustees have paid due regard to the
Ch￿lty Commission guidance on public benefit in deciding what activities the charity should undertake.

Achievements and Perforniance
"Coming to Somerset Slght has been a breath of fresh air and has completely changed my Dad's life"
Somcrset Sight provides the most appropriate service18 and inforniation for every person and their families,
who comes to Ug with sight loss. No one size fits all. Many people have multiple and complex needs, hearingi
dexterity and mobility impairnients, short temi memory loss, mental health difficulties and many live alone
without family close by, 800/0 are over 75 yearg Qld.
Somersct Sight offers a range of seryices to enable people to remain independent, make the best use of their
remaining SAght, enjoy health and well-being, and live as full a life as po88ible.
Our t¢lephone is answered by a human and where possible our services are face to face- this is the preferred
delivery for service users who are blind (n visually impaired,
The number of people coming to us for help continues to steadily rise and now amounts to more than 1,500
each month. 50 people with a more recent diagnosis whilst 1,450 are existing customers - people who
regularly acce&s the Resource room, the Mobile Advisory Servic¢, technology support, the volunteer visiting
service, emotional 8UPPOrt, attend regul￿ monthly face to face soctals, activities and events or training &nd
have talking books. This range aud depth of services is a huge undertaking and an enornious benefit to the
community. It requires the dedication of staff and volunteers alike.
"Oh Joann¢, l am SO impressed by Somerset Sight, I really am. The IuLowledge I now have that I can find
new ways of doing thillgs bcfore my 8ight gets radically worse has been a godsend. I'd bought loads of
magnifiers of different types. all arc rubbish, with everything staying blurry though bigger! But the illuminated
ones Julie has loaned me ar¢ fantastic. I'm also encouraged to lalow there arc and witl be new ways of Usillg
tech, and I have bought a little stick and badges to help me get around more safely when out and about in
unfamiliar places. Thw]k you all so much for literally brightening my life!??
We are fortunate to have 12 members of staff, 4 of whom have the lived experience. Feedback shows that
spe&king to people with lived experience encourages those with sig]It loss to talk more freely abolit the
difficulties they face, to share stories and feel less alone. Of our 300 + volunteers, 801￿ have sight loss.
Volunteers Say they enjoy being able to give back and support others less fortlmate. Our volunteers provide
more than 2,000 hours of quality support each month.
Through the Low Vision service, people learn about their condition, how to manage it and are loaned the
magnifier/s which best suits th¢ir condition, This can dramatic&lly imprnve their independence end wellbeing
and their ability to manage their sight loss. ReferraIs come from many different sources and professionals, and
many self-r¢fcrrnls WTIVC from the Mobile Advisory Service, at Northfield House or by phone. All our services
are integratcd so everyone receives holistic support, irrespective of Iheir first point of contact.
We offer training sessions for local optometrists, clinic staff, OTS and other professionals so they know how
to refer and the seryices available. It 18 beneficial for people to be referred to Somerset Sight at the earliest
opportunity, We produced a video, designed to support care staff, which highlights the difficulties that may
be encountered if you have sight loss, and how they can assi8t.
In early July the High SherAff of Somorset,, Mr Rob Be¢kley, kindly presented long service awards at our
annual volunteer party. Three volunte4rs' rec¢iv¢d awards for l O years, service, 6 awards w¢re made for 5
years, service and 17 people received Special Recognition Awards, including memb¢rs of our very successful
Acoustic Rifle Shooting club.
We Continue to expand our Social groups. These are very well attended and much enjoyed. Many are led by
those with visual iii]pallménL Socials create and build their own dynamic. Many social groups arrange their
own trips out, to the seaside, lunch or to a local garden and this enables people to upslall, build conFid¢nce
and elljoy more activities and days out, Somerset Sight now has 12 monthly social ￿0upS across the county,
W¢ also expanded our warm spaces, and cook and share. to provide additional support during tlie winter
months.

Our activities have included fraud protection, pantomime, carriage driving, Somcrsct Riiral Lif¢ Museum,
Cider making, bowling, sailing and the ever-popular driving experience. Aclivities for children have included
family sports, high ropes. cookery, Chri8tina8 Panto alld Sailing on Wimbleball Lake.
The Resource Room in Taunton is well visited and 2 successful technology days have encouraged more people
to investigate specialist items available. The Mobile Advisory Service travels the county and is out every week
day. offerillg information and advice, gadgets, magnifiers, lighting and other specialist equipment.
The annual holiday was to Tenby- 22 people enjoyed the couple of nights away. The town is very picturesque,
and we all enjoyed the beach walks, and especially the boat trip to Caldey Island where we were able to catch
sight of red squirrels. We were joined by some younger members too - they encouraged some of the older
members to make full use of technology available a88iSting with apps and other helpful tips. On¢ person said
' I made so n]any new friends and have done many more things and feel much more confident Since making
that first effort. I would encourage other people to take part in all that Somerset Sight offers.,
People need help with their teclmology as they Can easily get in a muddle. We offer help at all points of Contact
so people can leam and make use of what is available and learn new tricks to ¢nhanc¢ their con)munication.
Our technology support 18 designed to assist people to maximise the use of thcir existing phone, tablet alld
iPad to make the best use of their inbuilt accessibility rather than necessarily purchasing new. We are able to
download suitable apps and syncronis¢ devices to create the support required by each individual.
Our emotional support service is much sought after and is a hugely powerful service. Not only is our
practitionei" Graham able to help reduce anxiety and depression but he can also help in many other ways by
encouraging people to challellge themselves, build confidence and make the most of their remaining sighl.
The Voluntcw Visiting Service assists so many people who are elderly and live alone. We know that 97 /0 of
elderly people would prefer to remain in their own home and thts service, together with our tccl]nology
support, talking books and oth¢r specialist services, enables that to happen. The constant challenge for the
volunteer visiting s¢rvi¢e is recruiting new volunteers. We are fortunate to have recruited some wonderful
new volullt¢cr8 this ycar and I would likn to thank all our volunteers, new and old. for all they do.
All these services require funding and whilst we are fortunate to enjoy the support of many service users and
their families, volunteers, local people and companies, Trusts and Foundations, fLmding is a peiEnni&l and
inevitable challenge.
Dining in the Dark held in August 2024 was a Trustee led initiative and a hugely successful cvening raising
just over £ l 0,000 for the Charity. We are indebted to the Blake Family who very generously provided the
venue and to all those who attended or supported the evening. Not only does Dining in the Dark raise
&w￿eneSS of the difficulties of sight10sS It also enables people to enjoy a delicious dinner with good company
whilst raising funds for a very worthy cause. We are very grateful to our llumerous spon80r8 who supported
the evening.
Finances are always challenging biit this yeor has been particularly so. Demand for seNices rise, statutory
se￿ice8 decline and statutory financi￿ support remains stubbornly unchanged. What Can be done? Somerset
Sight continues to increase productlvity and make improvements to systen)s and processes taking advanlaBe
of technological developments for cost savings. Our service users are some of the Lnost vuliierable people in
our community and deserve and iely on our services which are life long and we continue to provide services
face to face whenever possible.
This year has seen the retirement of Ian Pinder our Treasurer of l O yeais. I would like to thanlc him for his
untiring support, energy and enthusiasm over the years, and we wish him a very long and happy retiremenL
Richard Bott hak kindly atsed.to be¢oine our rieiv Treasurer.

Funding support
We would like to thank our many generous funders. Without the support of thes¢ organisation and all those
people involved with them, we would not be able to do a fraction of what we do. In particular, we arc very
grateful to the National Lottery fund - Reaching Communities / P￿tnershIpS prOg￿nMe which awarded
Somerset Sight a five-year grant starting from 2022123. More information on this is given in the Financial
Review section below.
Grants h&ve been received from:
The National Lottery Community Fund
The Garfield Weston Foundation
Fairfield ch￿itable Trust
Sherborne Classic Cars CIC
Hinkley Point C
Somerset Community Foundation - Help through wint¢r
The Masonic Charitable Foundation
Somerset Council
In addition, there are several other signAficant donor8 who wish to remain allonymc>us and we are equally
grateful to them'for their valuable contributions to our work.
Northfield House
Northfield House is the headquarters building for Somerset Sight, It has been adaptsd and decorated to
facilitate those with sight impairni¢llL It not only hDus&s our resource celltre. but it also provides meeting
spices for training Sessions, support groups and social activities. The garden 18 used for social events and
contains a productive raised vegelabl¢ and flower area. Surplus office space and car parking spaces are Iet
out to produce income for the charity. Northfield House ties up a considerabl¢ amount of the charity's funds
biit the Tru8tef% bclA¢ve that ownership of the building provides the charity with a fArst class resource and
training centre at minimal cost.
Outlook for th¢ Futur¢
Som¢rsct Sight will continue to work ill partnership with statutory and other bodies in order to provide the
best possible range of support, with no waiting list, foi" those in our county with visual impairment. It is well
evidenced that early intervention provides the best and most sustainable outcomes. SDmerset Sight is
determined to maintain capacity in order to provide timely assistance to all those with visiial impaitTncnt who
coiild b¢nefit from siipport.
The financial climate is presenling challenges, Our beneficiaries are becoming more complex. Demographics
dictate that the number of beneficiaries will continue to risc. Thc Charity will continue to offer a range of
s¢rviGes to best fulfil the needs of beneficiaries. Cost savings will be made where appropriate. We will
continue to seek contributions for Some services. We anticipate choppy waters ahead.
Strategic Re.vieiv
Somerset Sight is working towards a sustainable .funding model. We_ will CODtinue to.doyelop. new cost-
effective strands of fundraising on which to draw. We would like to thanlc everyone who has generously made
donations and supported our various fundraising initiatives.
The Trustees hold an annual Away Day to review and updats strategy. We consult with external expfflts a8
appropriate. SOme￿et Sight will continue to provide a range of services for all ages and add capacity where
needed and as ￿ndIng allows.

Financial Review
Somerset Sight supports an increasing number of people needing help for their sight 1088 and is the only
organisation in the County providing immediate practical and emotional support for people who are blind or
suffer sight loss. Funding this provision is increasillgly challenging. Somerset Sight is, however, a nimble
fundraiser and will prevail,
We are fortLmate that many kind and generous individuals, local group8, and charitable Trusts and
Foundations, and local businesses, continue to support our work for which we are immensely grateful and
without whom we simply could not manage. We are also Fothmate that many people come forward to volunte¢r
to support the ch￿lty - they feedback that they enjoy it as much as the beneficiaries themselves.
Our annual income tluctuat¢s cotL8iderably however, we continue to billId more regular and predictable
income streams for the future through regular giving, trustee initiatives, charges for some services, in memory
donations and letting income from the building, We fortL￿ate to have been able to extend the kitchen
facilities in 2025 which will allow even greater autonomy and sustainability. Over the past 3 years room hire
income ha8 illcreased threefold. We are very grateful to our funders who 8UPPOrted our ¢arly drive towards
sustainability.
We are, as are many charities, increasingly reliant Dn income from legacies and gifts in wills. We are very
grateful to those generous people who make provision for our fLittire in this way. Many who have had long
term supporl frozn Somers¢t Sight wish to show their gratitude alld do their part to ensure the Charity thrives
attd we do our utmost to encourage those who wish to, to siipport us. Unrestiicted income enables the Clwity
to continue to offer the rnnge and depth of services to suit the needs of our beneficiaries. We are also ablc to
remember those people who have generously supported us.
In 2023124 we enjoyed legacy income of £187,371, a SAgnificant increase oll the previous year of £39,701.
This year legacy incom¢ has amounted to £14,753. These fluctuations in income are difficult to predict.
however, we are fortunate to have reserves on which we can draw and some sources of regular income,
The charity's free unr¢stri¢ted reserv&s as at 3 1st March 2025 amounted to £411,31 O. Excluding the LVA
contract (funded by NFIS) cost of sales, 8elf-till]ding activities and depreciation the total expenditure budgeted
for 2025126 amounts to approximately £525,000 which would me8n free reserves represents just over 9 months
of expenditure.
Reserves Poliry
A charity's reserves fund the working capital required to meet its liabilities a8 they fall duc and to f￿d gaps
between cash receipts and payments. In additioffj reserves are held to cover periods of fluctuating income, to
rneet unforeseen costs and to fll]allce new initiatives.
Somerset Sight Ltd is fortunate to own the freehold of its headquarters building, Northfield House. Ownership
of the property provides the charity with stability, rooms to display resources and space for our support work
and for social events which are njn for the benefit of 8ervice users. However, the propety ties up a large part
of the charity's ieserves which are llot therefore available for other purposes.
Our policy is to hold free unrestricted reserves equivalent to a minimum of nine months revenue expenditure,
Inves(ment Policy
The Trustees adopt a medium risk investment policy, maximising income while maintaining the valu¢ of the
investment portfolio for the longer term. This policy is rcviewed from time to time with the advice of our
investment managers. Funds not required to cover immediate expenditure are invested in accordance with
this policy under discretionary management arrangements.

Risk Mallagement
The Trustees have examincd th¢ major business and operntions risks faced by Somerset Sight Limited and
confim] that these i'isks are regularly reviewed and action 18 takcn where neccssary.
Grant5 Policy
Somerset SightLimited is willing t() consider applications for grants to assist blind and partially sighted service
Users within the county, either individually or within a club, with the purchase of equipment and to a5SiSt with
other essential expeiises. Application8 are made on behalf of service users by SOCI￿ Workers and
conside￿1 by the T￿￿tees.
Thanks
Somerset Sight is fortunate to have many loyal, encrgetic alld experienc¢d supporters and voluntcers
throughout the county, Wh¢ther they are sight impaired, carers, staff, volunteers, [l￿draiser8, donors or
prnfessionals, they all contribute to the work of this local charity of which we ￿e most proud. Wc colltillue
to develop our seryiG¢s and the participation and dedication of our supporters and volunteers is so very much
needed and appreciated. We would like to take this opporiimity to offer our sincere thanks to all those who
have been actively involved with us.
We would also Aike to thank those who have Contribut￿ so generously to our marnthon fundraising teams, led
by Trustee Zdenek GIegoi, and also to those who have raised money for us through various other events.
Statement of Trustees, Responslbilities
The Trnstees (who are also directors of Somerset Sight Limited for the puryoses of company Iaw) are
responsible for preparing the Trustees, Annual Report, Inco￿Oratillg the Directors, Report, and the financial
statements in accordance with applicable law and United Kingdom Accounting Standards, including Financial
Reporting Standard 102: The Financial Reporting Standard applicable in the United Kingdom and Republic
of Ireland (Unitcd Kingdom Generally Accepted Accountillg Practice).
Company law requires the Trustees to prepare Financial Statements for Cach financlal ycar which give a true
and fair view of the stste of affairs of the Charitable Company and of the income and expenditure of the
Charitable Company for that period. Ill preparing thoge Financial Statements the Trustees are required to.,
Select suitable accounting policies and then apply them consistently.
Observe the methods and principles in the Charities SORP.
Malce judgements and accounting ￿tiMateS that are reasonable and pnident.
State whether applicable UK accounting standards have been followed, subject to any material
departures disclosed and explained in the Financial Statem¢llts' and
Prepare the FinanLial Statements on the going concern basis unless it is inappropriate to presume that
the Charitable Company will continue in business.
The Trustees are responsible for maintaining proper accoulltillg records that disclose with reasollable accuracy
at any time. the fiAanGial position of th& Charitable Company,- and enable them to en8iir&.th&t the financial
statemeiits comply with the Compl￿1¢8 Act 2006.
They are also responsible fot safeguarding the assets of the Charitable Company and hence for taking
reasonable steps for the prevention and detection of fraud and other irregularities.
This report has been prepar¢d in accordance with the provisions of Part 15 of the Companies Act 2006 relating
to small companies.

Approved by th¢ Trustees on 16 October 2025 and signed on their behalf by
Paul Fellingham
Chair
Christine Briggs
Tiiistee

Independent examiner's report to the trllstees of Somerset Sight Limited (the Company)
I report t() the clwity tsvstees on my examination of the accounts of the Company for the year ended 31 March
2025.
Responsibilities And basis of report
As the charity's t￿￿te¢S of the Company (and also its directors for the purposes of company law) you are
responsible for the preparation of the accounts in accordallce with the requirements of the Companies Act
2006 {'the 2006 Act,).
Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the
2006 Act and are eligible for independent examination, I report in respect of my examination of your charity,
accounts as carried out under section 145 of the Charities Act 2011 ('the 2011 Act,). tn caffying oiit my
examlnation I have followed the Directions given by the Charity Con]mission under section 145(5) (b) of the
2011 Act.
Independent examlner's statement
Since the Comp8ny's gross income exceeded £250,000 your exarniner must be a member of a body listed in
section 145 of the 201 l ACL I confm that I am qualified to undertake the examination because I am a member
of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.
I have completed my examination. I confirni that no uwttcrs have come to my attention in connection with the
exemination giving me cause to believe,,
accounting records were not kept in respect of the Conwany as required by section 3 86 of the 2006
2. the accounts do not accord with thosc r¢cords' or
3. the accounts do not comply with the accounting rcquiremcllts of section 396 of th¢ 2006 Act other than
any requirement that the accounts give a 'true and fair view, which is not a matter consid¢red as part
of an independent examination. or
4. the accounts have not been prepared in accordance with the methods and principles of the Statement
of Recomm¢nded Practice for accounting and reporting by charities [applicable to charities preparing
their accounts in accordan¢e with the Financial Reporting Standard applicable in the UIC and Republic
of Ireland (FRS 102)].
I have no concerns and have come across no other mattrs in connection with the examination to which
attention should be drawn in ttLiS report in order to enable a proper understanding of the accounts to be reached.
Michael Cook Bsc FCA
A C Mole LLP
c.hartered Accoutstants
Stafford Flouse
Blackbrook Parl<-Avenue
Taunton
TAI 2PX
Date 26 November 2025

SOMEI RS￿1 T SIGHT LIMITED (Regi8tered Gompany: 08432686)
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 MARCH 2025
NCORPORATING AN INCOME AND KXPENDII'URE Accouwr)
Total
2025
Total
2024
Notes Unre8tricted RestTlCted
INCOME
Donations and Legacie8
Other tradillg activities
Income from investments
In¢ome from charitabl¢ activities
Other income
79,102
27,895
33,021
252,838
7,359
79,102 255,096
27,895
18,650
33,021
30,259
428,769 356,892
7,359
8,503
175.931
TOTAL INCOME
400 215
175 931
576,146 669,400
EXPENDITURE
Costs of raising funds
Costs of genernting voluntary income
Fund raislng Losts: Cost of goods sold
and other costs
Investment management costs
16,708
16,708
13,722
35,955
1,885
35,955
1,885
22,375
1,704
Expenditure on Charitable Activities
412,917
181,028 593,945 527,721
TOTAL EXPENDITIJRE
467 465
181,028 648,493 565 522
GAINSI(LOSSES) ON IIWESTMENT ASSETS
Realised
Unrealised
8,903
1,503
8,903
1,503
{523)
(3,130)
NET (EXPENDITURE)IINCOME AND NET
MOVEMEIYT OF FUNDS FOR THE YF,AR
(56,844) (5,097) (61,941) 100,225
RECONCILIATION OF FUNDS
Total funds brought folward
855,758 428,095 1283,853 1,183,628
Total funds carried fonyard
798,914 422 998 1,221,912 1,283,853
The notes on pages 13 onwards forni p&rt of the fllydncial statements. Accounting polici¢s ar¢ set out in note
10

SOMERSET SIGHT LIMITED (Registered company: 08432686)
BALANCE SHEET
AS AT 31 MARCH 2025
2025
2024
Nots
FIXEI D ASSETS
TE￿gible Asscts
Investments
io
747,547
213,260
755,119
204,705
ctlliRENT ASSETS
Stocks
Debtors
Bantc, includlng tnoney held on deposit
12
13
26,349
36,203
223,429
24,737
27,072
306,128
285,981
357,937
CURREIYT LIABILITIES
Credito￿. Amounts falling due within one
14
NET CURRE￿ ASSETS
261,005
324,029
NET ASSETS
1221912
1,283,853
FUNDS
Unrestricted funds
Accumu14t¢d funds
Designated funds
411,310
387,604
455,318
400,440
798,917
855,758
Restricted funds
422,998
428,095
TOTAL FUNDS
15
1,221,912
1283 853
For thc year ended 31 March 2025, the Company was elltitled to exemption from aiidit under Section 477 of
the Companies Act 2006 relating to small companies.
The members have not required the Company to obtaill an audit of its financial statements for the year in question
in accordance with Sectloll 476.
The directors acknowledge their responsibilities foi complying with the requirements of the Act with respect to
accounting records and the preparation of financial statements.
These F￿anCial statcm¢nts have been prepared in accordance with the provisions of Part 15 of the Compani&s Act
2006. relating to snulL compani£s.
The notes on pages 13 to 26 fomi part of the financial statements.
Approved by the Trustees on 16 October 2025 and signed ott their behalf by:
Paul Fellingham
Chair
Christine Briggs
Tn￿tee
cxaM6,

SOMERSET SIGHT LIMITED (Registsred company.. 08432686)
STATEMEIYT OF CASHFLOWS
AS AT 31 MARCH 2025
2025
2024
Net rllovemellt In funds for the reportlng pe￿0d (as per the
statement of financial activities)
(61,941)
100,225
Investment income
Depreciation charges
(Increase) in stocks
(Increase)IDecrease in debtors
(Decrease)/Increase in cr¢ditors
(Increase)/Decrease in m￿ket value of investments
(33,021) (30,259)
7,572
7,572
(1,612) (9,418)
(9,131)
39.978
{9,032)
13,135
(8,903)
3,130
Net cash {u5ed in)Iprovided by operatillg activill&s
(116,068)
124,363
Cash floTrvs from investing aclivities:
Investment income
Proceeds from sale of investments
Purchase of investments
33,021
30.259
17,212
11,701
(18,320) (15,969)
Net cash provlded by investlng actlTrltfies
31,913
25,991
Change in cash and cash equivalents fin the reporting period
150 354
Cash and cash equivalents at the beginning of the reporting
perlod
309,683
159,329
Cash and cash equivalents at the end of the reporting period
225,528 309,683
Analysis of cash and cash equivalents
Cash account held in Investments balance sheet amount
2,099
3,555
Bank, including money held on deposit per balance sheet
223,429 306,128
-225 528
309,683
12

SOMERSET SIGHT LIMITED (Resisl¢r¢d ¢ompany: 08432686)
NOTES TO THE FINANCIAL STATEI MENrs
FOR THE YEAR ENDEID 31 MARCH 2025
Accounting Policies
The principal accounting policies adopted in the preparation of the financial statements are as follows:
a) Basis of Preparatlon
These Financial Statements have been prepared in accordance with Accounting and Reporting by
Charities., Statement of Reconrnended Practice applicable to charities preparing their accounts in
.accordance with the Financial Reporting st￿dard applicable in the UK and Republic of Ireland (FRS
102) (issued October 2019}- (Charities SORP {FRS 102)) the Financial Reporting Standard applicable
in the United Kingdom and R¢public of Ireland (FRS 102) and the Companies Act 2006. The financial
statements have been prepared under the historical cost convention with the exception of listed
investments which are included at their market value.
The charlty constitutes a public benefit entity as defined by FRS 102,
b) Preparation of the Accounts on a Golng Concern bAsis
The Trustees consider that there are no matfflial uncertainties about th6 Charity's ability to continu¢ a8
going concern.
c) Income Recognition
Income is included in the Statement of Financial Activitics when the charity is legally entitled to the
income and the amount can be quantified with reasollabIe accurdcy.
Donations recognised in the Statement of Financial Activities in the period in which they are
received.
Legacies ar¢ recognised at the earlier of the dllte that:
eitherthe Charity is aware that probate has b¢en granted, the estate has been findised llnd notification
has been made by the executor(s) to the Trust that a distrAbution will be made.
or when a distribution is received from the estate.
Income from grants, contracts and governmcnt grdnts 18 reco￿ls¢d when the Charity has cntitlement to
the funds, any perforniallce conditiolls attached to the grants have been met, it is probable that the income
will be received and the amol￿t can be measured reliably (￿a is not deferred.
Investment income is recognised in the period in which it is receivable.
Gains and1088es on investments are recognised: as unrealised gains when revalued at each year end or
as realised 8.ains if sold durillg. the year.
13

SOMERSEI T SIGHT LIlWItTED
NOTES TO THE FIIYANCIAL STATEMENTS
FOR THE YEARENDED 31 MARCH 2025
l Accounting Polici¢s (continued)
d) Expenditure Recognition
Expenditure is recognised once there is a legal or constructive obligation lo make a payment to a third
paty, it is probable that settlement will be required and the amount of the obligation can be measured
relÉably. The charity is not registered for VAT and irrecoverable VAT is charged as part of the expense
to which it relates.
Expenditure is included in the Statement of Financial Activlties on an accnials basis, Costs attributable
directly to a particular project are charged against the relevant fijnd. All costs not specifically
attributable to a particular project are charged on a percentage basis to the various activities of the
charity.
e) Flxed Assets - Tanglble Assets
The freehold land and building are included at cost, together with the c08ts of purchase and of initial
repairs, renovations and ongoing alterations. Ongoing repairs are not capitalised.
Freehold land is not depreciated, The freehold building is depreciated at l O/¢ Straight line per annum,
bcing based upon an esti￿at¢ of its cxpected useful life.
The motor vehicle 18 depreGiat¢d at 25 % per aDnum on a reducing balance basis.
The cost of office equipment is not capiialised and is treated as all cxpcnsc irL the year of purchase.
O Fixed Assets - Investments
Fixed Asset Mvestments at? included in the Balance Sheet at market value.
Stocks
Purchased Stocks are valued at the lower of cost or net realisable value after rnaking due allowance for
any obsolete or slow-moving items.
h) Cash at Ban1< and 5n Hand
Bank balances in¢lude cash and short terni deposits held in instant access bank accounts.
i) Pension costs
Th¢ ch￿ltY n￿ke8 cotttributions to defined contribulionperision schetyies on behalfofremployees, ivhich
involves payment of Colltributions inlo employees, personal pcnsion schemes. The assets of these
schemes are held separately from the charity in independently administered schemes. The amount
included in the Statement of Financial Activitie8 repr￿ents the contributions payable to the schemes in
respect of the accounting perio(L
14

SOMERSET SIGHT LIMITED
NOTES TO THE FINANCIAL STATEIIqENTS
IOR THE YEAR ENDED 31 MARCH 2025
j) Fund Accounting
Funds held by the Charity are,,
Ullrestricted Gerieral Funds - these are fimds which van be used in accordance with the charitable
company's objects at the discretion of the Trustees.
Designated Funds - these are funds set aside by the Trustees out ofiinrestricted general funds for specific
future purposes or projects.
Restricted Funds - these are ￿llds that can only be used for particular restricted purposes within the
objects of the Charity. Restrictions arise when specified by the donor or when funds are raised for
p&rticular restricted purposes.
k) Finaneial Instruments
The charity only has financial assets and liabilities that qu&lify as basic fmancial instruments. Basic
financial instrnments air recognised at transaction price and subsequently measured at their settlement
value with the cxception of investments as noted above.
l) Crfitlcal Accounting Estimates and Judgements
The pr¢paratÈon of the fillancial statements in ¢onfomiity with FRS 102 requires the trnstees to make
judgements, estimates and assu]nptions that affect th¢ application of policies and lh¢ amounts recognised
in the financial statements, The trnstees are of the opinion that there are no estimates or assumptions
that h&ve u significant risk of causing a material adjustment to the canying amoiint of ass¢ts and
liabilities within the next y¢ar.
15

SOMERSET SIGHT LIIVllTED
IYOTEI S TO THE FINANCIAL STATEMENTS
OR THE YEAR ENDED 31 MARCH 2025
2 Donations and L¢gacies
2025
2024
Donations
Logacies
In memory donations
Tax credits
46,510 56,092
14,753 187,371
16,395
6,007
1,444
5,626
79,102 255,096
All donations and legacies were unrestricted in both 2025 and 2024.
Other Trading Activities
2025
2024
Fund raising events
Room hire
Product sales
12,830
13,489
1.576
8,204
9,289
1,157
27,895 18,650
All income from Other Trading Activities was unrestricted in both 2025 and 2024.
Incotne from Investjnent
2025
2024
Dividends
Interest received
Rental illcome
10,669 10,021
5,698
3,608
16.654 16,630
33,021 30,259
All Income from Investments was unrestricted in both 2025 and 2Q24.
16

SOMERSET SIGHT LIMITED
NOTES TO THE FINANCIAL STATEMLNTS
FOR THE YEAR ENDED 31 IklARCH 2025
5 Income from charitable activities
2025
2024
Unrestricted
Somerset Council fi￿dIng
Grants from Charitable Trusts and Foundations
NHS - Low Vision Assessments
Volunteer visiting service
Resource Room Sales
85,000 85,000
43,000 13,500
81,914 56,851
15,035 10,590
28,289 23,137
Total unrestrActed Ancome from charitable activAties
Restricted
The National Lottery Community Fund- Reaching
Communities/Partnerships
Grants from Charitable Trusts and Foundations
Tile Appeal Donation
Contributions towards activities & services
252,838 189,078
75,000 70,000
80,875 80,750
1,431
4,415
18,625 12,649
Total restrActed Income from charfitoble aeth￿tIeS
175,931 167,814
Total income from charitable activiti
428.769 356,892
6 Otherillcome
2025
2024
Expenses contribiited from voluntecrs
7,359
8,503
7,359
All Other Income was unrestrlcted in 2025 and 2024,
17

SOMERSET SIGHT LIMITED
NOTES TO THE FINANCIAL STATEMENTS
FOR THEI YEAR EI NDED 31 MARCH 2025
7 Lxpenditure
Activiti¢s
Undertaken
Directly
Support
Costs
Total
2025
Total
2024
Cost of raising funds
Costs of generating
voluntary income
Fundraising costs
Investment management
Charitable activities
4,395
23,642
1,885
489,531
12,313
12.313
16,708
13,722
35,955
22,375
1,885
1,704
593,945 527,721
104,414
519453
129,040
648,493 565,522
Allocation of support costs
Costs of
Generating
Voluntary
Charitable
Income Fun(traising Activities
Total
2025
Total
2024
Gelleral office
Travel
Independent examination
Sundry
Premises
Training
5,830
727
5,830
727
46,635
5,814
4,510
1,572
44,471
1.412
58,295
7,268
4,510
1,966
55,589
1,412
39,677
1,230
3.354
1,309
53,721
12
197
5,559
197
5,559
12,313
12,313
104,414 129,040 99,303
Gcneral office costs that are not directly attributable to a specific activity have been aIloc&ted on a
percentage basis between cliaritable activities {800/o), fundraising Costs (IOL/¥o), and cost of generating
voll￿tary income (I OV/o).
18

SOMERSET SIGHT LIMITED
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEIIR ENDED 31 MARCH 2025
8 Net Incomel(Expenditure)
2025
2024
Net incom¢/{expenditure) 18 Stated after
charging:
Independent examin&s fee
Depreciation - owned assets
3,594
3,354
9 Staff costs
2025
2024
Gross salaries
Employer's national insurance
Pension contributions
350,917 316,261
32,774 23,689
16,400 19,916
400,092 359 866
The avcrage number of employe￿ working for Somerset Sight Limited during the year was 13 (2024.12)
which includes both full-time and part.time employees, No employee received remuneration of over £60,000.
The number of employccs whose emoluments fell within the following band was.,
2025
2024
£60,000 - £70,000
The charity considers its key manag¢ment pcrsonncl to be its Trustees. No trustee received remun¢ration from
Somerset Sight Limited during the year. No trustee was reimburscd expenses during the year.
10 FAxed Assets
Land and
Buildings
Motor
Vehicl
Total
Cost
As at l April 2024 and at 31 March 2025
812 274
837,102
Depreeiation
At l April 2024
Charge for the year
58,463
7,140
23,520
432
81,983
7,572
At 31 March 2025
89,555
Net Book Value
At 31 March 2025
746,671
876
747 547
At l A￿1] 2024
753,811
1,308
755,119
19

SOMERSET SIGHT LIMITED
NOTE,61 TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
11 Flxed Assets - Investments
Value
Marlcet value at l April 2024
204,705
Purchases at cost
Disposals at book value
Increase/(D¢¢r¢ase) in market value
{Decrease) in cash held for investment
18,320
(17,212)
8,903
(1,456)
Market value at 31 March 2025
213 260
Listed on Stock Exchange
C￿h held for reinvestment
211,161
2,099
213 260
12 Stocks
2025
2024
Resource ro￿n, MAS, and LVA
Fundraising
26,249
ioo
24,637
100
24,737
13 Debtors
2025
2024
Trade debtors
Other debtors
Prepayments
30,359
1,444
4,400
19,681
2,860
4,530
36,203
27,072
14 Creditors: Amounts falling due within one year
2025
2024
Trade creditors
Other Creditors
Accnials
7,084
9,492
5,583
18,833
17.792
24,876
33,908
20

SOMERSET SIGHT LITrifiED
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YLAR ENDED 31 MARCH 2025
15 Fund Accounts- 2025
o￿nIng
Investment
Balances Income Expenditure Movement
Closing
Balances
Unre8trieted Funds
Gclleral
455,318 400,215
(454,629)
10,406
411.310
Desl
nated
Northfield House
Impi'overnent Reserve
Property Maintenance
Reserve
MAS vehicle - Capital
Total designated
331,132
(3,012)
328,120
68,000
(9,500)
324
(12,836)
58,500
984
387,604
400,440
Total llnrestrlcted
855,758 400,215
(467,465)
10,406
798,914
Restrlcted
Northfield House Reserve
Bradbury C¢nienary Wing
HPC Community Fund
Servic¢ U8¢r equipment
Nutiojjal Lottery
Community Fund
Contributions to activities
& 8erviccs
Tile Appeal
Early Intervention
SCF Help Through Winter
Total restrlcted
220,542
202,138
(2,016)
(2,112}
(25,0(M))
218,526
200,026
25,000
1,000
I,ooo
75,000
(75,000)
18,625
1,431
35,875
20,000
428,095 175,931
(18,625)
(2,400)
(35.875)
20,000
(181,028)
4,415
3,446
422,998
Total Fullds
1,283,853 576,146
648,493)
10,406 1,221,912
21

SOMERSEQ T SKGHT LIMITED
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
15 fund Accoullts - 2024
Opening
Balances Income Expenditure
Investment
Movement
Closing
Balance8
UJJrestricted Funds
General
339,036 501,586
(381,651)
(3,653)
455,318
Desl nated
Northfield House
Improvement R¢serve
'opety Maintenance
R¢s¢rv¢
MAS vehicle - Capital
Total designated
334,144
(3,012)
331,132
68,000
1,740
403,884
68,000
1,308
400,440
432
(3,444)
Total unrestricted
742,920 501,586
(385,095)
(3,653)
855,758
Re
trlcts
Noithfield House Reserve
Bradbury Centenary Wing
HPC CommunAty Fund
Se￿ICe User equipment
Technology training
Emotional support services
National Lottery
Community Fund
Early intervention
Volunt¢er visiting s¢rvice
Contributions to activities
& services
Frome Social Gmup
Childr¢n's ,wtivities
Magazin¢
Tile App¢al
Tothl rcstrict(xl
222,558
204,250
12,500 35,000
1,000
400
(2,016)
(2,112)
(47,500)
220,542
202,138
1,000
(400)
(10,000)
10,000
70,000
25,000
3,250
(70,000)
(25,000)
(3,250)
12,649
1,000
2,500
4,000
4,415
440,708 167,814
(12,649)
(1,000)
(2,500)
(4.000)
4,415
428,095
{180,427)
Total Funds
1,183,628 669,400
565,522
3 653) 1,283,853
22

SOMFRSET SIGHT LIMITED
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
15 Fund Accounts (continued)
Restricted funds
Somerset Sight Limited has the following restricted funds:
The NortbfIeld House reserv¢ is money received and used for the purchase of Northfield House and
8iibsequent improvements to the building.
Bradbwy Centenary Wing- Funds were received to pay for the construction of a large multi-purpose
function and activity room at Northfield House.
The Hinkley Point C Community Fund provided funding for the provision of additional volunteer
visiting services and rnobile advisory servi¢¢s within the area of Somersct affcctcd by the Hinkley
Point C construction worlc) particularly postcodes TA5, 6 and 7.
Service User Equipment- Fund8 have been provided to pay bursaries to purchase equipment for 8ight-
impair¢d individuals.
Technology Training - Funds were reccivcd to pay for technology training for sight impaired
illdividu￿s.
Emotional Support Services - Funding has been re¢¢iv¢d to assist with the cost of emotional sUPPOrt
seryices.
The National Lottery Community Fund Reaching CommunitieslPartnerships programme are
providing tapering ft]nding to enable Somerset Sight to meet the increased demand for our services
while we transition to a rnore sustainable fullding model.
Early Inte￿¢￿tIOn- Grants have been received to fund early intervention work including the provision
of gadgets and aids, thc Seeing Life Diff¢r¢ntly COULBe& and emotional support.
Children's Activities - Funds have bccn reccived from grant making bodies and from Service Users
to pay for holiday activity sessions for sight-impaii.ed children and young people.
An Access to Worlc grant pays for specialist equipment for a sight-impaired member of staff.
Funds are received towards the cost of beneficiaries attending aGtLVities and services.
Fron]e Social Group- A donation was received to support the work of the Somerset Sight Social Group
in Frome.
Magazine - A donation was received to defray th¢ cost of producing the Somerset Insight magazine.
Tile Appeal - All appeal has been launched to raise fL￿dS for the refurbishment and upgrading of the
kitchen at Northfield 14ouse, particularly to improve facilities for the training of sight impaired people.
23

SOMERSET SIGHT LIMITED
NOTES TO THE FINANCIAL STATEMEKrs
FOR THE YEAR ENDEI D 31 MARCH 2025
Deslgnated funds
Somerset Sight Limited has the following designated funds:_
Northfield House Im
rovement Reserve
This R¢seTh¢ r¢pr¢sents funds invested in improvements to tkne property at Northfield House for the benefit of
service user8.
Pro
Maintenance Reserve
Funds have been set aside to pay for planned tnaintenance and improvements at Northfield House,
Mobile Advis
Service Vehicle Ca
ital Fund
A Mobile Advisory Service vehicle is used to reach service users throughout the County. The MAS capital
fund represents thc reserves allocated to funding that unit.
16 AnAlysis of Iyet Assets between Fiinds
2025
Tot&1
Unrestricted Designated Restricted
Flxed Assets
TangAble assets
Investments
Ciirrent Assets
Stocks
Debtors
Bat
Current Liabilities
Creditors".
Amounts due withill one
328,990 418,557 747,547
213,260
213,260
26,349
36,203
160,374
26,349
36,203
4,441 223,429
58,614
{24,876)
(24,870
Total
411,310
387,604 422,998 1,221,912
24

SOMfRSET SIGHT LIMITED
NOTEI S TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
16 Allalysls of Net Assets between Funds- Prlor year
2024
Total
Unrestricted Designated Restricted
Flxed Assets
Tangible assets
Investments
Current Assets
Stocks
Debtor8
Bank
Current Lfiabllltles
Creditors:
Amounts due within one year
332,440
422,679 755,119
204,705
204,705
24,737
27,072
232,712
24,737
27,072
5,416 306,128
68,000
(33,908)
(33,908)
Total
455,318
400,440 428,095 1283,853
17
Capital Commitments
There were no capital comtnitnicnts as at 31 March 2025 (2024.. £Nil).
Related Party Trans&etions
Durlng the year th¢r¢ were no related paty transactions {2024: None).
25

SOMERSET SIGHT LIMITED
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR EL¥DED 31 MARCH 2025
19 Comparatlve flgures for Statement of Flnanclal Activlties
Total
2024
Notes UnrestrAGted R￿trActed
COME
Donations and Legacies
Other trading activities
Income from investments
Income from charitable activities
Other income
255,096
255,096
18,650
18,650
30,259
30,259
189,078 167,814 356,892
8,503
8,503
TOTAL INCOME
501586
167,814 669,400
EXPENDITURE
Costs of raising funds
Costs of generating voluntary income
Fund raising costs.. Cost of goods sold
and other Costs
Investment management costs
13,722
13,722
22,375
1,704
22,375
1,704
Expenditure on Charitable Activities
347,294
180,427 527,721
TOTAL EXPENDITURE
385 095
180,427 565,522
LOSSES ON INVESTMKIYT ASSETS
Re￿ised
Unrealised
(523)
(3,130)
(523)
(3,130)
IYET INCOMKI(EXPENDITURE) AND NET
MOVEMENT OF FUNDS FOR Yfi All
112,838 (12,613)
100,225
RECONCILIATION of4 FUNDS
Total funds brought forward
742,920 440,708 1.183,628
Total funds earned forward
855,758 428 095 1283 853
20
Share Capital and Control
Somerset Sight Limited is & company limited by guarantee and does not have a share capital. The liability of
the guarant0￿, who are the members, is limited to £10 per guarantor. At 31 Marcli 2025 the Charitable
Con]pany had 99 members (2024- 101 members). The company is registered in England and Wales, The
CoMp￿Y is not controlled by any one paty.
26