2023-11-30-accounts - Sunshine And Smiles - Leeds Down Syndrome Network

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Sunshine and Smiles - Leeds Down Syndrome Network

Charity number 1154661

Annual Report and Financial Statements

for the year ended 30 November 2023

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Sunshine and Smiles - Leeds Down Syndrome Network

Annual Report and Financial Statements for the year ended 30 November 2023

Contents	Page
Trustees' report	2 to 5
Examiner's report	6
Receipts and payments account	7
Statement of assets and liabilities	8
Notes to the accounts	9 to 12

Prepared by West Yorkshire Community Accountancy Service CIO

Sunshine and Smiles - Leeds Down Syndrome Network

Trustees' report for the year ended 30 November 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 Marc Davies Chair

Marc Davies Jonathan Astin Emma Henson Jane Sinson Emily Vuijk

Appointed 10 May 2023 Appointed 10 May 2023

Charity number 1154661

Registered in England and Wales

Registered and principal address

3 Drummond Road Far Headingley Leeds LS16 5LB

Bankers

The Co-operative Bank Skipton Building Society PO Box 101 The Bailey 1 Balloon Street Skipton Manchester M60 4EP BD23 1DN Shawbrook bank NS&I Lutea House Sunderland Warley Hill Business Park SR43 2SB The Drive, Great Warley, Brentford, Essex. CM13 3BE

Virgin Money 20 Merrion Way Leeds LS2 8NZ

Independent examiner

Rhys North ACA West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charitable incorporated organisation (CIO) is governed by a constitution adopted on 20 November 2013 and amended 23 November 2016.

Method of recruitment and appointment of trustees

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

Sunshine and Smiles - Leeds Down Syndrome Network Trustees' report (continued) for the year ended 30 November 2023

Objectives and activities

The charity's objects

The relief of children and young people with Down Syndrome and their families in particular by providing advocacy, advice and support.
The promotion of social inclusion among children with Down Syndrome and their families who are socially excluded from society, or parts of society, as a result of having Down Syndrome by:
a) providing education and information to support children and enable their parents / carers to maximise educational opportunities for their children;
b) raising public awareness of the issues affecting people with Down Syndrome, both generally and in relation to their social exclusion;
c) providing workshops, advocacy and general support;
d) providing recreational facilities and opportunities for children with Down Syndrome and promoting their wider participation in such activities in society
The provision of facilities for recreation and other leisure time occupation in the interest of social welfare with the object of improving the conditions of life of people with Down Syndrome, their families and carers.

These objects shall be primarily undertaken in the Metropolitan District of Leeds and the surrounding area.

The charity's main activities

Sunshine and Smiles is a support network for children and young people who have Down Syndrome, and their families, in Leeds and the surrounding areas.

We aim to improve the lives and opportunities for children and young people with Down Syndrome.

We offer speech and language therapy, regular groups and activities, individual support and advocacy for families, as well as raising awareness and challenging preconceptions in the wider community.

We are able to achieve this by establishing links with hospitals, health and education professionals and connecting with other related charities.

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 and we feel that our services and the objects of our organisation are beneficial in the following respects:

reducing social isolation by providing a network of support and friendship for children and young people who have Down Syndrome, and their families

strengthening families by offering advice and support at times of stress and difficulty

improving outcomes for children and young people with Down Syndrome by offering therapeutic support such as speech and language therapy, physiotherapy and early development support

promoting community and social cohesion by facilitating activities and services that bring children and young people with Down Syndrome, and their families, together

improving other services and raise awareness of issues relating to Down Syndrome by advocating on behalf of children and young people with Down Syndrome and their families

promoting inclusion and accessibility by endeavouring to provide all of our activities and services free of charge to children and young people with Down Syndrome and their families

increasing sensitivity and awareness to ‘difference’, to augment the spectrum of what is perceived as ‘normal’ and broaden horizons of all

maximising the potential of people with Down Syndrome to ensure they can best participate in, and contribute, including economically, to the wider society

maximising the potential and development of people with Down Syndrome so as to encourage their inclusion into the wider society, to minimise their dependence on their families of origin and wider society

In these ways the charity promotes equality and social inclusion for people with disabilities.

Sunshine and Smiles - Leeds Down Syndrome Network Trustees' report (continued) for the year ended 30 November 2023

Achievements and performance

Over the past year we have run regular group activities as follows:

Weekly Mondays from 10.30am to 12pm for a 0–3 year olds group. Fortnightly Saturdays – 2 x dance classes for children aged 2–18 years. Fortnightly Saturdays – 2 x music classes for children aged 2–18 years.

Fortnightly Thursdays – evening group for young people aged 9 years and over.

Monthly Mondays, Saturdays or Sundays – 15 x speech and language sessions plus Makaton Baby Sign groups.

Fortnightly Wednesdays – cricket sessions for young people aged 12-25

Fortnightly Saturdays – Family Swim Sessions with taught lessons for 16 children - when possible. Fortnightly Sundays – Football Sessions for children aged 4–16 years Weekly online yoga sessions for young people aged 16+

The groups offer children opportunities to make new friends and socialise and at the family sessions siblings also get the chance to socialise and make friends. Parents and carers also have the opportunity to meet each other and share experiences and make supportive friendships.

There are a variety of activities for the children: musical instruments, paints, soft play, water play, tactile play, early developmental activities and support, singing and Makaton signing, movement and imagination play plus our speech and language therapy sessions. Parents are able to gain support and advice from other parents. We provide healthy snacks and drinks for the children and their parent(s).

We held our 10th birthday party in November 2023 – this was a wonderful celebration with over 300 people in attendance.

We have a private Facebook group and a public page where people can share experiences and ask advice from other parents and carers. We also have links with the Child Development Centres and are often asked to meet with, or be available to, new parents who have a baby with Down Syndrome or parents who have had a diagnosis in pregnancy.

We have worked alongside the neo-natal and pre-natal teams at Leeds Teaching Hospitals Trust to start to develop a support pathway and we have developed an information pack for new families who are expecting or who have a baby with Down Syndrome.

Over 140 children and young people with Down Syndrome, 50 siblings and their wider families, have accessed group sessions and activities and over 40 children and young people have had the opportunity to access monthly Speech and Language sessions.

We have arranged parent information sessions and social opportunities for families to come together.

We have delivered raising awareness workshops to student midwives, medical students, childminders, nurseries, schools and health professionals.

We are part of a number of networks that enable us to raise the profile of people with Down Syndrome and also advocate for better services and support; Short Breaks Partnership, Down Syndrome Network North, Down Syndrome Parent Support Groups UK, Leeds Early Years Special Educational Needs and Disability Steering group, Young Live Leeds and Voluntary Action Leeds.

We have offered individual support to families including home visits, hospital visits, support with completing forms and referrals or signposting for other support.

We have set up a weekly session from 9.30am – 2.30pm where families can book individual support sessions with one of our staff team.

We have also developed age specific WhatsApp groups to promote peer support and sharing of advice and information.

We send out a weekly newsletter.

Sunshine and Smiles - Leeds Down Syndrome Network Trustees' report (continued) for the year ended 30 November 2023

Achievements and performance (continued)

Our consultation process was completed and we have been working on the outcomes from this concerning: financial resilience, improved service pathway and improved organisational structure.

We have been running our 21 Co. shop and café since January 2019 and we have been open again after Covid since August 2021. We offer work and training to adults who have Down Syndrome. We have 10 adults working with us currently.

Members of the group, friends and family continue to support us by doing their own incredible fundraising challenges, by making generous donations and by making us wonderful things to sell at our fundraising events.

We have continued to fundraise to ensure that the organisation is sustainable in the long term.

Financial review

The net payments for the year were £2,207, including net payments of £25,409 on unrestricted funds and net receipts of £23,202 on restricted funds.

Reserves policy

The charity's free reserves, at the year end were £158,856.

Sunshine & Smiles – Leeds Down Syndrome Network needs reserves to:

Meet contractual liabilities should the organisation have to close. This includes redundancy pay, amounts due to creditors and commitments under leases;

To meet unexpected costs like the breakdown of essential office machinery, staff cover re illness, maternity leave, parental leave, and legal costs defending the charities interest;

To replace equipment as it wears out;

Ensure that the charity can continue to provide stable and quality services to those who need them. Within this context to minimise recruitment, staff training, staff induction and marketing costs by avoiding the need for redundancies caused by financial crisis; and

From time to time funding has certain restrictions which mean that by law it must be held in a restricted reserves until it is spent in line with the funding agreement.

Sunshine & Smiles aims to have reserves equivalent to 9 months of running costs. Based on expenditure for the year ending 30 November 2023 the target level of reserves is £159,000.

Approved by the board of trustees on 9/08/2024

Marc Davies (Trustee)

Sunshine and Smiles - Leeds Down Syndrome Network

Independent examiner's report to the trustees of Sunshine and Smiles - Leeds Down Syndrome Network

I report to the charity trustees on my examination of the accounts of the CIO for the year ended 30 November 2023, which are set out on pages 7 to 12.

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.

Rhys North ACA

27/08/2024

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Sunshine and Smiles - Leeds Down Syndrome Network

Receipts and payments account for the year ended 30 November 2023

Notes 2023 Unrestricted funds £ Receipts Grants and donations (2) 74,818 Fundraising activities 13,875 Café and shop sales 83,451 Other income 1,527 Bank interest 757 Total receipts 174,428 Payments Salaries, NI, pensions and payroll charges 105,394 Freelance staff 5,793 Group resources 393 Trips and activities 10,848 Group refreshments 370 Administration 2,077 Telephone and internet 2,141 Rent 2,632 Group equipment 228 Publicity 518 Transport 3,970 Fundraising resources 3,454 Travel expenses 185 Training costs 272 Speech and language sessions 11,596 Insurance 1,184 Subscriptions and licences 2,704 Independent examination 960 Café 21: Café 21 consumables 18,632 Café 21 premises 6,722 Café 21 equipment 2,960 Other expenses 931 Counselling therapies - Makers fees 13,764 HR / Health and Safety 1,643 Professional fees 466 Total payments 199,837 Net receipts / (payments) (25,409) Fund balances brought forward 184,265 Fund balances carried forward (3) 158,856	2023 Restricted funds £ 31,153 4,046 - - - 35,199 826 - 240 9,367 3 - - 375 510 - - - - - - - 63 - 613 - - - - - - - 11,997 23,202 45,610 68,812	2023 Total funds £ 105,971 17,921 83,451 1,527 757 209,627 106,220 5,793 633 20,215 373 2,077 2,141 3,007 738 518 3,970 3,454 185 272 11,596 1,184 2,767 960 19,245 6,722 2,960 931 - 13,764 1,643 466 211,834 (2,207) 229,875 227,668	2022 Total funds £ 99,730 19,749 55,049 100 618 175,246 75,506 22,873 1,542 20,835 38 862 628 1,418 496 608 3,918 3,394 17 551 16,782 1,137 2,157 780 7,538 8,052 2,078 117 325 12,074 2,015 6,600 192,341 (17,095) 246,970 229,875

Sunshine and Smiles - Leeds Down Syndrome Network Statement of assets and liabilities

as at 30 November 2023 2023 Unrestricted £ Cash funds Cash at bank 158,636 Cash in hand 220 Total cash funds 158,856 Debtors and prepayments Accrued income - bank interest Other debtors - gift aid Assets retained for the charity's own use 4 laptops 2 Printer / scanner / photocopier machines Office furniture Toys and resources Coffee machine Display units and counter furniture Display fridge Fridge / freezer Freezer Tables and chairs 2 iPads Android tablet	2023 Restricted £ 68,812 - 68,812	2023 Total £ 227,448 220 227,668 2023 £ 1,868 348 2,216	2022 Total £ 229,755 120 229,875

Liabilities Creditors - rent, freelance fees, activities and travel Accruals - independent examination fee and staff tips	2023 £ 3,248 2,203 5,451

The financial statements were approved by the board of trustees on 9/08/2024

Marc Davies (Trustee)

Sunshine and Smiles - Leeds Down Syndrome Network

Notes to the accounts

for the year ended 30 November 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.

Sunshine and Smiles - Leeds Down Syndrome Network Notes to the accounts continued

for the year ended 30 November 2023

2 Grants and donations Barclays Community Fund Barnard Kenneth Hufton Trust Bupa Foundation Charles Brotherton Trust Christadelphian Samaritan Fund David Lister Charitable Trust Douglas Arter Foundation EG Foundation Engage Interactive FB Coales No 4 (Family) Trust Fitton Trust Forum Central Jewson Limited Leeds City Council Leeds Community Foundation Marsh Charitable Trust NISA Make a Difference Locally (MADL) One17 Design Charitable Trust Park Lane Foundation The Alchemy Foundation The Bellasis Trust The Blevins Franks Charitable Fund The Cotton Industry War Memorial Trust The Gosling Foundation The Hudson Charitable Trust The Irving Memorial Trust The Liz and Terry Bramall Foundation The Matthew Hill Sustainability Fund The Metals Consultant The Mollie Croysdale Charitable Trust The Pat Newman Memorial Trust The Potel Charitable Trust The R S Brownless Charitable Trust The Sydney Black Charitable Trust Limited The Theodore Maxxy Charitable Trust The Vickers Staff Charitable Fund The Wharfedale Foundation Virgin Media O2 Webb Family Charitable Trust Blakemore Foundation J. Murphy & Sons Limited PricewaterhouseCoopers LLP Stubbs Family Charitable Trust The Angela Gallagher Memorial Fund The David Family Foundation The Linden Charitable Trust The Manson Family Charitable Trust The Pierrepont Trust Other donations	2023 Unrestricted funds £ - 1,000 - 200 500 1,000 500 - 3,007 1,000 250 - - - 15,000 500 750 240 - 1,000 - - 2,500 - 300 2,000 2,500 - 750 500 500 540 200 500 2,000 2,500 - 1,000 - - - - - - - - - - 34,081 74,818	2023 Restricted funds £ 500 - 1,654 - - - - 1,000 - - - 1,000 500 7,669 5,000 - - - 500 - 540 1,540 - 5,000 - - - 1,000 - - - - - - - - 2,500 - 2,500 - - - - - - - - - 250 31,153	2023 Total funds £ 500 1,000 1,654 200 500 1,000 500 1,000 3,007 1,000 250 1,000 500 7,669 20,000 500 750 240 500 1,000 540 1,540 2,500 5,000 300 2,000 2,500 1,000 750 500 500 540 200 500 2,000 2,500 2,500 1,000 2,500 - - - - - - - - - 34,331 105,971	2022 Total funds £ - - 500 200 - - - - - - - - - 10,566 35,636 - 3,387 - - - - - - - - - - - - - - - - - - - - - - 100 1,500 1,742 1,000 1,000 500 1,000 250 10,000 32,349 99,730

Sunshine and Smiles - Leeds Down Syndrome Network

Notes to the accounts continued

for the year ended 30 November 2023

3 Restricted funds EG Foundation Headingley Neighbourhood Watch Anne Maguire Fund Blevins Frank Pop Up Coffee Machine BUPA Charity Fund Crowdfunder - Sports Sessions Crowdfunder - Staffing Football Sessions Volition - Household Support Fund Employment Development Staffing Individual Support Staffing Matthew Hill Sustainability Fund Leeds City Council Sibling Participation Groups Swimming Sessions The Bellasis Trust The Sunshine Hub Webb Family Charitable Trust Wharfedale Foundation	Balance b/f £ - - 4,499 - 250 - 4,061 5,004 1,969 - - - - 5,967 996 7,201 - 15,663 - - 45,610	Incoming £ 1,000 500 5,000 1,540 - 1,654 4,296 - 1,000 1,000 - - 1,000 7,669 - 5,000 540 - 2,500 2,500 35,199	Outgoing £ 613 - 1,712 244 - - 2,888 - 1,492 - - - - 2,180 - 2,367 - - 375 126 11,997	Transfers £ - - - - - - - - - - - - - - - - - - - - -	Balance c/f £ 387 500 7,787 1,296 250 1,654 5,469 5,004 1,477 1,000 - - 1,000 11,456 996 9,834 540 15,663 2,125 2,374 68,812

Fund name Purpose of restriction

EG Foundation Headingley Neighbourhood Watch Anne Maguire Fund Blevins Frank Pop Up Coffee Machine BUPA Charity Fund

Crowdfunder - Sports Sessions Crowdfunder - Staffing Football Sessions

Volition - Household Support Fund Employment Development Staffing

Individual Support Staffing

Matthew Hill Sustainability Fund Leeds City Council Sibling Participation Groups Swimming Sessions

The Bellasis Trust The Sunshine Hub

Webb Family Charitable Trust Wharfedale Foundation

To provide stock for Company 21.

To provide karaoke equipment and stock for Company 21. To enable the delivery of accessible and inclusive music sessions. To support makaton sessions and supporting resources.

To enable the purchase of a pop up coffee machine. To provide Company 21 with equipment including signage, display cabinet and freezer.

To enable the provision of sports session activities. To contribute towards the salary costs of the charity's employees.

Funding from Barclays Community Fund and Jewsons Limited to enable the development and delivery of football sessions.

To provide household support for families.

To increase staffing hours to develop an employment pathway for people with Down Syndrome working at Company 21.

To increase staffing hours so as to enable additional support for families as needed.

To help improve lighting in Company 21. To provide recreational groups and activities.

To support the project delivery costs of sibling participation groups. Grant funding, including this year from The Gosling Foundation, to support the costs of running swimming sessions.

To support the provision of toys and books.

Funding provided for refurbishment and renovation works to the charity's premises including Stainbeck Community Hall.

To help towards rent costs.

To help towards employment development at Company 21.

Sunshine and Smiles - Leeds Down Syndrome Network

Notes to the accounts continued

for the year ended 30 November 2023

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.

Remuneration and benefits received by key management personnel

The total employee benefits received by key management personnel were £27,766 (previous year: £30,339).