2023-03-31-accounts - Stanley Grange Community Association

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Stanley Grange Community Association Annual Report & Accounts 2022-2023

Working in partnership with

2022-23

Introduction

At Stanley Grange our vision, working alongside our care provider and chosen partner, Future Directions CIC is to create a vibrant and life-fulfilling community for all residents.

Surrounded by acres of green space, Stanley Grange is nestled between Preston and Blackburn and is home to 43 adults with learning disabilities and complex needs aged between 22 and 74 years old.

What makes Stanley Grange unique is the intentional approach we take to supporting the needs of adults with learning disabilities. Our strong partnership with our care provider, Future Directions, and the person-centred approach we take to ensure all residents are actively participating in local communities, provides an example to others of how care models can be modernised, to achieve positive outcomes.

Stanley Grange provides residents with a range of housing choices which include; bungalows, houses, cottages and flats. Options for living include; supported living and residential living.

Some residents have lived at Stanley Grange for over 40 years, either in shared accommodation or in single-occupancy flats. Life at Stanley Grange is welcoming, safe and fun. Residents are surrounded by their friends and can pop into each others’ houses as and when they want.

As well as being active members of the Stanley Grange community, residents also access local opportunities, visiting towns and villages nearby, participating in local clubs, and using amenities nearby. Stanley Grange neighbours talk with pride about their Stanley Grange.

2022-23

Our Team

Andrea Morley is the Projects & Operations Manager, working on behalf of the Trustees of Stanley Grange Community Association. Her role includes business development, partnerships, fundraising and marketing.

Liam Pemberton is the Activities Coordinator, funded by The National Lottery Communities Fund.

Trustee Board

Karen Riding Chair Roger Lee Treasurer John Leng Property & Renovations Jenny Dagnall Grounds & Gardens Mary O’Toole Ask, Listen & Do Eileen Porter Friends & Family Forum David Bell Fundsourcing Anthony Duerden Partnerships & Finance Partnerships & Social Mike Keighley Enterprise

Karen Riding - Chair

2022-23

What has funding helped us to do?

In the second year of our five-year grant from the National Lottery, the funding has been used to support the salary of an activities coordinator, Liam Pemberton. Liam is employed and managed by the Project Manager and trustees at Stanley Grange Community Association. Liam works n partnership with our care provider, Future Directions CIC.

In April 2022 Liam replaced the previous co-ordinator Kevin Phoenix who has taken up a full-time role with Future Directions to deliver activities across their managed sites throughout Greater Manchester & Lancashire.

Liam has been an ideal replacement due to his familiarity and experience of working with the people of Stanley Grange in his previous roles as a support worker and workshop facilitator over the proceeding 7 years.

In his role, Liam has been able to deliver a range of activities either in peoples’ living spaces, using our community hall and kitchen, in the grounds and gardens and importantly outside of Stanley Grange in other venues, attractions and outdoors spaces. The activities Liam has delivered outside of Stanley Grange have been vital in rebuilding our connections with the local community and supporting our recovery from the covid 19 pandemic.

Over the past year, we have built a strong programme of core activities which have engaged large numbers of our residents on a regular and ongoing basis. While we still offer a number of music based activities, we have diversified into other areas to offer more variety to people's lives. Our weekly programme is based around the following core activities.

Karaoke

This has been a staple at Stanley Grange for many years. There has always been strong egagement through singing.

Swimming

Our swimmers enjoy the freedom and exercise of the pool. They have also taken part in a sponsored swim event

Music

Music making is a great way to facilitate self expression, especially for those who struggle to communicate in conventional ways

Bowling

Since being added to the schedule in Summer 2022, bowling has proven to be very popular. Even amongst those who don't regularly attend organised activities

Walking

Walking provides many with an opportunity for low impact exercise and a chance for some fresh air

Craft

We are able to provide a craft specialist to deliver workshops on a weekly basis. Often making decorations for our events

We have build upon the great work started by Kevin & Harriet in 2020-21, and following the pandemic, we have been fortunate enough, with precautions, to open up all our available spaces and re engage with the community both at Stanley Grange and locally. We have facilitated engagement in a number of ways.

Children from a local school tending their allotment patch at Stanley Grange

Helping the food bank by maintaining their grounds

Local School

We have engaged the local community through our allotment project. We are joined every Thursday by a local school who tend their plot and learn about life at Stanley Grange directly from our residents.

Food Bank

We have also opened 2 allotment plots for use by Blackburn Food bank . Along side this, we are encouraging our residents to make contributions of food and hygiene products.

Events

Our 2022 Easter Fair was held at a local community centre. We saw incredible engagement between the local community and the people we support.

Shows

Working with a Blackburn based performance company, GO on Tour, we have hosted and performed shows at Blackburn Empire Theatre and Hoghton Village Hall

Extra Trips

Through the year we have taken advantage of gaps in our activity schedule by taking trips out. These have sometimes been planned, such as our visit to The World of Beatrix Potter, attending local premiership Football matches or more impromptu like trips to the seaside.

Other Activities

We have also been busy supplementing our schedule with one off and semi regular activities. We have tried Painting, Cookery, Chairobics and Multi Sports to name a few.

Art classes

Art has been an interesting way to allow people to express their creative talents. We have been able to fund a dedicated art tutor who teaches on-site every Friday. Our residents have the opportunity to learn new creative skills. The care staff have be able to take part with the person they support and continue arts with the resident outside of the class environment.

Chair based exercises

Chairobics has helped to stimulate body and mind. Chair based exercises have proven to reduce the risk of falls by improving posture and balance. Currently over 40% of residents living at Stanley Grange are over 60 years old. This class has been beneficial to them, and an important factor to their health & well-being

Cooking classes

The funding has also allowed us to fund a learning disability cooking advisor, Barbara Freeman from Fresh Beginnings CIC. Barbara has/is working with several LD groups across Lancashire & Cheshire.

Her cookery classes have taught us valuable life skills and advised us on the benefits of having a good nutritional diet and lifestyle.

Barbara have provided our residents and staff in each cottage with her own cookbook, full of simple and easy recipes using tinned and fresh food. www.fresh-beginnings.co.uk

Special Events & Celebrations

Celebrating the creation of Stanley Grange Community Association is always a special event. Every October we celebrate our birthday, we were 7 in October 2022 and we combined it with Harvest Festival.

This event brings all our friends & families together and we invite the local community including our faith group leaders and Mayor to celebrate with us in our community hall and our green space.

The event starts with a welcome and a harvest service lead by the local faith leaders before we spend the afternoon singing 'Happy Birthday' and eating cake! The people we support at Stanley Grange are involved in organising this event, and it is important to us that they contribute towards the plans for the celebration.

Christmas

Christmas is always a special time of the year, with most residents leaving Stanley Grange over the festive period to celebrate with family. Not all residents are able to do this, so we always host a big Christmas event for everyone to enjoy with a special visit from Father Christmas himself. The National lottery funding has helped us to build on this event post covid and invite friends, family and the local community to join us. We have also been able to fund a gift from Santa to all residents.

Grounds & Gardening

In March 2023 we appeared on the Channel 4 TV series, Tool Club. We had applied in 2022 for the TV crew to convert some waste land near our plant centre and hoped that they would be able to transform this into an allotment area that can be used by residents and the local community to grow fresh produce.

The production company loved our interview and choose Stanley Grange to feature in the series. Since completion we have been using the allotment daily with a weekly visit from the local Primary school, St Joseph's where our residents have been teaching year 4 children to grow their own fruit & vegetables. The produce that we have grown has also been donated to the Food bank in Blackburn. The Tool Club series can be viewed via the link below: h ttps://www.channel4.com/programmes/tool-club/on-demand/73595-001

Property & Renovations

Update on the refurbishment work on Pendle & Weavers cottages

Our focus for 2022/23 was completing stage 7, Pendle and Weavers cottages. Now that all resident’s space has been increased there are 11 residents in Pendle and Weavers. It has been possible for residents to move into an empty bedroom whilst their own flat has been refurbished. This has meant there has been no significant disruption to their daily lives.

Since work began the following has been completed:

Weavers has had 5 flats renovated in total; all include ensuites being built instead of having communal shared bathrooms.
Pendle has had 4 flats renovated in total; all include ensuites being built instead of having communal shared bathrooms.
The upstairs flat in Weavers has been changed into an independent flat and includes a private kitchen and living area.
The communal kitchens in both cottages have been refurbished

One special addition has been to install a personal front door for the residents whose flat faces on to the ‘village’ green. This gives individuals their own private entrance. Feedback from the residents living in Pendle and Weavers cottages, has been overwhelmingly positive.

Providing accommodation that is enhanced in terms of being self-contained gives people more dignity, respect, choice, independence and empowerment. All residents in Pendle and Weavers cottages have had an input into how they want their living space to be shaped, furnished and decorated. Here are some images of the work once completed:

Finances

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April 2022- March April 2021 - March
SGCA Income
2023 2022
Grants £185,651 £141,250
Other Income £167,673 £176,865
Bank Interest £1,169 £182
Total Income £354,493 £318,297
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April 2022- March April 2021 - March
SGCA Expenditure
2023 2022
Outgoing operating
£147,593 £155,007
costs
Outgoing capital
£193,024 £178,864
costs
Total Expenditure £340,617 £333,871
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www.stanleygrange.org.uk

STANLEY GRANGE COMMUNITY ASSOCIATION CIO ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023 Charity regislialion number 1157872

STANLEY GRANGE COMMUNITY ASSOCIATION CIO LEGAL AND ADMINISTRATIVE INFORMATION Trustees Mrs K Riding Mrs J M Dagnall Mrs M W O'Toole MTS E Porter MT J Leng MrA Duerden Mr D Bell MrRLee Mr M Keighley Charlty number 1157872 Independent examlnor Champion TLL Limlled 7-9 Slalion Road Heskelh Bank Preston Lancashire PR4 6SN

STANLEY GRANGE COMMUNITY ASSOCIATION CIO CONTENTS Page Trustees, report Independent examinerfs report Slalement of financial 8clivilies Balance sheet Notes lo the financial slalemenls 9-19

STANLEY GRANGE COMMUNITY ASSOCIATION CIO TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2023 The Iruslees present Iheif annual report anLI financial slalemenls for the year ended 31 March 2023. The financial statements have been prepared in accordance with the accounting policies sel out in note 1 to the financial slalemenls and comply with the Charity's CIO Cor)slilulion dated 16th July 2014, the Charities Act 2011 and 'Accounling and Reporting by Charities.. Slalement of Recommended Pracli¢e applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 102}" leffeclive 1 January 2019). Oblectlves and actlvltles Publlc B&neflt Statement The Trustees have considered the Charily Commission guidance regarding Public Benefit and are salisfied that the aclivilies of the Charity, as described above. meet Ihe necessary criteria. All Stanley Grange activities contribute to the achievement of our strategic aims & objectives and are undertaken to further our chartlable purposes for the public benefit. We review our aims. objectives and activities each year in the annual general meeting. This review looks al what we achieved and the outcomes of our work in the previous 12 months. The review looks al the success of each key activity and the benefits they have brought lo the people we are established lo help. The review also helps us ensure our aim, objectives and activities remained focused on our slated purposes. We have referred lo the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aim and objectives and in planning our fLJlure aclivilies. In particular. the llustees Consider how planned activities will contribute lo the aims and objectives they have sel. About stanley Grange Stanley Grange is home to 43 adults ¥Mlh learning disabilities and complex needs aged between 22 and 70 years old. Al Stanley Grange we lake a unique intentional approach to supporting the needs of adults with learning disabilities. We focus on a person-cenlred approach lo ensure all residents are actively participating in the local communily, providing an example lo others of how care models can be modernised, lo achieve positive outcomes. Stanley Grange provides residents with a Tange of houslng cholces which includes bungalows. houses, collages and flats. Options lor living include supported living and residential ca. Some residents have lived al Stanley Grange for over 40 years. either in shared accommodations or in single-occupancy flats. Life al Stanley Grange is welcoming. safe an(i fun. Residents are surrounded by their friends and Can pop into each other's houses as and when they want. As well as being active members of the Stanley Grange community, rosidenls also access local opportunities. visiting towns and villages nearby, participating in local clubs, and using amenilies nearby. l am immensely proud lo be the Chair of Stanley Grange Community Association. Our mission is lo be a home for life. including where possible caring for people who have long leim or temiinal illnesses. Slgnlflcant Actlvltles Famil and Friends Forum We believe our Forum is unique nationally as a family led organisalion alongslde anolhei unique organisalion, Stanley Grange CommunilyAssocialion. Our forum members faced the most unprecedented challenges to operate IhroughoLJI Ihe Covid years, however despite the challenges they started 2022 with a fresh look and continued to deliver great experiences for the people who live and work al Stanley Grange. We have achieved this through the longstanding forum cullure. which recognises Ihal what we do is for all residents al Stanley Grange. whether their families are able to actively engage with Ihe Forum or not.

STANLEY GRANGE COMMUNITY ASSOCIATION CIO TRUSTEES, REPORT ICONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 This year we have.. Held 5 meetings. in person with 3 additional fundralslng related meetings conducted online, The Meetings have involved significant associated admin WOTk. with reports. minutes and notes distributed in a timely manner. Acted as the main channel for email communications lo families for both SGCA and FD, dislribuling inlomialion lo families including activities and events updates and ensuring families were kept up lo dale. There continues lo be significant increases in the admin task of opeTating the forum. Supporting the Forum fundraisers in Iheir activities Supporting SGCA'S public facing communications on social media by actively following and sharing Supporting in any way possible the activities al Stanley Giange, including communicating these lo families, keeping in touch with community links and supporting the Activities Co-ordinator with introductions and provision of materials and equipment. Followed up requests and concerns raised by family members in our meetings. initiating the 'Ask Listen Do, campaign. Initiating an ongoing review of Forum activily and function, for its membership, with SGCA'S Project & Operations Manager. Andrea Morley and Activities Co-ordinator, Liam Pemberton. Trustees.. In addition lo the valuable work undertaken by the Family and Friends Forum the Ifuslees have been involved in several projects. Fundraising and fund sourcing has continued throughout the year with a dedicated fund sourcing sub-group, including Iruslee. David Bell, family member, Marie Vvllson and Project Manager, Andrea Morley. This group has worked in Partnership with John Harris from Money Tree Fundraising and through their hard work and dedication have raised £185.651. Most of this money is restricted for our comprehensive refurbishment programme, however £37,000 has been pledged lo support the day lo day running costs of Stanley Grange. The refurbishment programme has been slow due to material costs raising and the need lo further fundraise lo complete the renovations. Throughout 2022123 we have successfully raised £148,651 towards compleling stage 7 of oui 12-slage renovation programme. In May 2022, we were chosen lo work in conjunction with Channel 4 to complete an allolmenl project al Stanley Grange which would provide residents and the local community with allotment facilities. The project featured on the Channel 4 series. Tool Club and was aired in March 2023. Staff, residents and families have been part of the refurbishment consullalion progress. This process is ongoing. Personalisalion of rooms, communal areas and outdoor spaces. A complete refurbishment ol Pendle & Weavers collage started with completion planned for December 2023. This includes new accessible bedrooms wilh ensuiles for 10 residents and renovations made lo staff sleeping areas. Stanley Grange is lucky lo have extensive gardens. And this year saw the inlfoducllon of a seven-piece outdoor gym and crazy golf course built. Our a¢livilies co-ordinator has been an important part of Stanley Grange Ihis year. Liam has been an ideal replacement for Kevin due lo his familiarity and experience of working with the people of Stsnley Grange in his previous roles as a support worker and workshop facililalDr over the proceeding 7 years. In hls role. Liam has been able lo deliver a range of activities either in peoples, living spaces, using our communily hall and kitchen, in the grounds and gardens and importantly outside of Stanley Grange in Dlher venues. atlraclions and outdoors spaces. The activities he has delivered outside of Stanley Grange has been vital in rebuilding our conneclions with the local community and supporting our recovery from the covid 19 pandemic. Over the past year, we have built a strong programme of core activities which have engaged a strong section of our residents on a regular and ongoing basis. they include, Karaoke, bowling, swimming, walking. Music and crafts.

STANLEY GRANGE COMMUNITY ASSOCIATION CIO TRUSTEES. REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 Prlorltles 202312024 With an ambitious 12 stage refurbishment, modernisalion and renewal programme, Stanley Grange trustees and volunteers are commilled lo raising the funds needed lo upgrade accommodation, refurbish buildings and bring a vibrant and engaging activities programme to the Stanley Grange community. Over the next 12 months, we aim lo complete stage 7 of the renovation programme and stsrt phase 8. Phase 7 involves the renovation of Pendle and Weavers collages, as Currently both homes lack the facilities. we expecl modern accommodation lo have. The properties in their current slate would fail lo meet the standards of the Care Quality Commission ICQCI and the Housing Health and Safely Rating System requirements for landlords. The modernisalion plans will bring the properties up to these standards. Renovalions will see us increase the bedroom sizes and install en-suite bath and shower room facilities. We wlll also be updaling the win(Jows and escapelsafety doors. as well as upgrading the healing and electrical systems. Phase 8 will stsrt early 2024 and will see the refurt)ishmenl of homes in Birch and Chestnut Cottages and a small extension in Fellview lo upgrade a flat in there. We will also review the service level agreement we hold with our care provider, Future Diieclions an(S look to secure a housing association partner for the supported living iesidenls. Achlevements and performance Financlal revlew Investment performance The Tiustees are responsible for the inveslmenl of any surplus funds of the Charily. As such funds may be required for immediate use, the Trustees ¢onlinue lo review various interest bearing, instant access deposit accounts in which lo place such monies. There were no excess funds for long teim investment al the year end. Reservey pollcy The Trustees aim to maintain a level of reserves that would enable the charily lo conllnue and be financially viable il income streams were lo diminish. The Trustees have estimated that 3 months, worth of costs will be suffi¢ienl as a short-lerm iesetves largel. Including loan interest repayments this equates lo approximately £44,000. The five year goal is lo increase this lo six month's worth of expenditure. The Charity had general funds al the end of the year of £1,783,383 Iftjnds whieh are not restricted or olhenNise designated foi specific purposes), Howeve¥ this balance is represented by net 5ong-lerm assets Ifixed assets less loans due after more than one yearl and as sv¢h are not liquid funds. The unreslricled bank balance al the year end was £154,672. All of this balance relates lo Designated Funds of £160,523. Designated funds wi51 only be spent as and when funds are available over and above the day-to-day running costs of the Charity. The Trustees endeavour lo Increase general funds over the coming year from the receipt of further grants and donations, as well as inlroduclng sell-generaled income streams.

STANLEY GRANGE COMMUNITY ASSOCIATION CIO TRUSTEES. REPORT ICONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 Risk Management The Iruslees accept il's their responsibility under the Charity Commission's Slalemenl of Recommended Practice ISORP} for ensuring the major risks lo which the charity is exposed are identified and reviewed and that there are systems in place lo miligale against them. SGCA undertakes an annual review of risk, the principal risks Identified during the business planning process for the forthcoming year are.. Impact of COVID-19 on ability to deliver programmes and lo ensure beneficiary health & safely. Failure to so¢ure funding for the projected renovation plans Inability of the organisalion to meet ils chaTgeable rates. Poor performance and partner dissatisfaction with the quality of delivery Loss of care provider contracts Impact of the cosl-of-living crisis Structure, governance and managgment The Charity controlled by ils governing document, a deed of trust, and conslilutes an unincorporated charity. The tiuslees who served during the year and up to the dale of signature of the financial statements were: Mrs K Riding Mrs J M Dagnall Mrs M W O'Toole Mrs E Porter Mr J Leng Mr A Duerden Mi D Bell MrRLee Mr M Keighley The Trustees together with the Operations Manager. are responsible for the day lo day management of the Charity. on behalf of, and working with. the Members. New Trustees can be appointed by a resolution of the existing Trustees. Twstees may be removed for good cause Under Ihe terms of the incorporation document. Training and induction is provided verbally by existing Trustees. Members consist of Ihe tenants and Iheii family members who have paid an annual membership fee of £1. The Iruslees, report was approved by the Board of Trustees. Mrs K Riding Trustee Dale..

STANLEY GRANGE COMMUNITY ASSOCIATION CIO INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF STANLEY GRANGE COMMUNITY ASSOCIATION CIO I report lo the Iruslees on my examination of the financial slalemenls of Stanley Grange Communlly Association CIO Ilhe ¢harily} for the year ended 31 March 2023. Responslbllltles and k)asls of report As the Iruslees of the charity you are responsible for the preparation of the financial stslements in accordance with the requirements of the Charities Act 2011 (the 2011 Acll. I report in respect of my examination of the charity's financial statements carried out under section 145 01 the 2011 Act. In carryin9 out my examination I have followed all the applicable Directions given by the Charity Commission under section 14515llbl of the 2011 Acl. Independent examlner's statement Since the charity's gross income exceeded £250,000 your examiner must be a member of a body listed In section 145 of the 2011 Act. I conliim that l am qualified lo undertake the examinallon because l am a member of ICAEW, which is one of the listed bodies. Your allenlion is drawn to the fact that the charity has prepared financial slalements in accordance with A¢counling and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 in preference lo the Accounting and Reporting by Charities.. Statement of Recommended Practice issued on 1 April 2005 which Is referred lo in the extant regulations bul has now been withdrawn. l understand that this has been done in order for financial slalemenls lo provide a true and faiT view in accordan with GenerallyAccepled Accounting Pra¢lice effective for reporting periods beginning on or after 1 JanLtary 2015. I have completed my examination. I confirm that no mallers have come to my attention in Connection wilh the examination giving me cause lo believe that in any material respect.. accounling records were not kept in respect of the charity as requlied by section 130 of the 2011 Act., or Ihe financial statements do not accord with those records", or the financial statements do not comply with the applicable requiremenls Concerning the form and content ol accounts set out in the Charities IA¢¢ounls and Reports) Regulations 2008 other than any requirement that the accounts give a Iiue and fair view which is not a maller considered as part of an independent examination. I have no concerns and have come across no other mallers in conneclion with the examination lo which atlenllon should be drawn in this report in order lo enakile a proper vnderslandino of the financial slalemenls lo be reached. Champlon TLL Llmlted P Buck FCA. DChA 7-9 Slalion Road Heskelh Bank Preston Lancashire PR4 6SN Dated..

STANLEY GRANGE COMMUNITY ASSOCIATION CIO STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2023 Current flnanclal year Unrestrlcted Unrestrlcted Restrlcted funds funds funds general deslgnated 2023 2023 Total Total 2023 2023 2022 Notes Income and endowments from: Donations anLI legacies Investments Other income 44.818 1.169 152.855 155,651 200,469 1,169 152,855 148,750 182 169.294 Total Income 198,842 155.651 354.493 318,226 endlture on: Raising funds 861 861 Charitable aclivllies 178.984 25,269 204,253 193.656 Total @xp8ndlturo 179,845 25.269 205,114 193,656 Net Incomlny resources before transfers 18,997 130,382 149,379 124.570 Gross transfers between funds 135.639 {14.4771 1121,1621 Net Income for tho yearl Net movement In funds 154,636 114,4771 9.220 149,379 124,570 Fund balances 811 April 2022 1.628,747 175,000 111,051 1.914,798 1,790,228 Fund balances at 31 March 2023 1,783,383 160.523 120,271 2,064,177 1.914.798 The slalement of financial activities includes all gains and losses recognised in the year. All income and expendilure derive from conlinuing aclivilies.

STANLEY GRANGE COMMUNITY ASSOCIATION CIO STATEMENT OF FINANCIAL ACTIVITIES (CONTINUED) INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2023 Prlor flnanclal year Unrestrlcted Unrestrlcted Restrlcted funds funds funds general designated 2022 2022 Total 2022 2022 Notes Income and endowments from: Donations and legacies Investments Other income 7,500 182 169.294 141,250 148,750 182 169.294 Total Income 176.976 141,250 318,226 Ex endlturg on: Charitable activities 167,611 26,045 193,656 Total expendlture 167.611 26,045 193.656 Net Incomlng resources before transfers 9.365 115.205 124,570 Gross transfers between fund8 128,487 1128,4871 Net Income for the yearl Not movgmgnt In funds 137,852 113,2821 124,570 Fund balances al l April 2021 1,490.895 175,000 124.333 1,790,228 Fund balances at 31 March 2022 1,628,747 175.000 111.051 1,914,798

STANLEY GRANGE COMMUNITY ASSOCIATION CIO BALANGE SHEET AS Af31 MARCH 2023 2023 2022 Flxed a5S8t5 Tangible as5els 12 2,810.068 2.714,2J3 Currènt assèts Debtors Casl) al bèi)k aiid Iii liaiid 13 9,521 27 Jf,443 9.017 306,060 284,964 315,077 Credltors.. amounts lalllng due wlthln one year 16 194,1021 195,7081 Net currenl 8s5ets 190,862 219.369 Total a56015 less currei)t118bllltles 3.000,930 2.933,602 Credllors.. amgunts falllng duo after more than one year 16 1936,7531 11.018,8041 Net HS8ets 2,064,177 1,914.798 Income funds Resldcted funds Unreslricled funds- designated Unreslricled funds- general 17 120.271 160.523 1,783.383 111,051 175,000 1.628,747 2,064.177 1.914,798 Thg Charliy had general funds al the end of th8 yoar DI £1,783,383 Ilunds whlch are nDt ie$trlcted or otherw158 de51gnated for speclfl¢ purp05e51, However th1$ balan¢e 1$ represented by ntrl long-term assets Iflxed a$s8ts less loans due after more than one yearl and as such are not Ilquld funds. The unrestrlcted bank balance at the year end was £155,172. All ol thls balance relales lo Deslgnatgd Fund$ of £180.523. Deslgnated funds wlll only be spent 05 and when funds are avallab18 over and above tha day-to-day runnlng Costs of the Charlly. The financlal slalements Werg approved by the Trustees on MrRLee Trustee

STANLEY GRANGE COMMUNITY ASSOCIATION CIO NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023 Accountlng policies Charily Informatlon Stanley Grange Community Association CIO is a Charitable Incorporated Organis81ion. 1.1 Accountlng conventlon The fi'nancial slalemenls have been prepared in accordance with the charily's governing document, Ihe Charities Act 2011, FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland" ('FRS 102,1 and the Charities SORP 'Accounting and Reporting by Charities.. Statement of Recommended Practice applicable lo charities preparing their accounts in a¢cordan¢e with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021" leffeclive 1 January 20191. The charity is a Public Benefit Entity as defined by FRS 102. The chaiily has taken advantage of the provisions in the SORP for charities not to prepare a Statement ol Cash Flows. The financial slalemenls have departed from the Charities {Accounts and Reports) Regulations 2008 only lo the exlenl required lo provide a true and fair vQW. This departure has involved following the Slalemenl ol Re¢omm&nded Practice for charities applying FRS 102 rather than the version of the Statement ol Recommended Practice which is referred lo in the Regulations bul which has since been withdrawn. The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded lo the nearest £. The financial slalemenls have been prepared under the historical cost convention, modified lo include the revaluation of freehold properties and lo include investment properties and certain financial insl¥umenls at fair value. The principal accountin9 policies adopted are sel out below. 1.2 Golng concern At the lime of approving the financial slalemenls. the Iruslees have a reasonable expectation that the charity has adequate resources lo continue in operational existence for the foreseeable future. Thus the l¥uslees continue lo adopt the going concern basis of accounting in preparing the financial slalemenls. 1.3 Charitable funds Unre5tiicted funds are available for use al the dlscrelion of the trustees in furtherance of their charitable objectives. Designated funds are free reserves that have been designale(i by the Iruslees for specific purposes. These are further disclosed in the notes to the accounts. Restrieled funds are subject lo specific conditions by donors as lo how (hey may be used. The purposes and uses of the reslficted funds are sel out in the notes to the financial slalemenls. Endowment funds are subject lo specifie conditions by donors that the capltal must be maintained by the charity. 1.4 Income In¢ome is recognised when the charity is legally enlilled lo il after any performance conditions have been mel. the amounts can be measured reliably, and il is probable that income will be leceived. Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation. unless performance conditions require deferral of the amount. Income lax recoverable in relation lo donations received under GiftAid or deeds of covenant is recognised al the lime of the donation.

STANLEY GRANGE COMMUNITY ASSOCIATION CIO NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 Accountlng pollcies (Continued) Legacies are recognised on re¢eipl or otherwise if the charity has been notified of an impending dislribulion, th& amount is known, and receipt is expected. If the amounl is nol known, the legacy is Irealed as a conlingenl asset. 1.5 Expendlturg Expendilure is recognised once there is a legal or ¢onslruclive obligation to transfer economic benefit to a third party, il is probable that a transfer of economic benefits will be required in setllemenl, and the amount ol the obligalion can be measuied reliably. Expenditure is classified by aclivily. The costs of each aclivily are made up of the lolal of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs atlribulable lo a single activity are allocated directly lo that aclivily. Shared costs which conlribule lo more than one aclivily and support Costs which are not allribulable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of lime spent, and depreciation charges are allocated on the portion of the asset's use. 1.6 Tanglble flx&d assets Tangible fixed assets are initially measured al cost and subsequerilly measured al cost or valuation, nel ol depreciation and any impairment losses. Depreciation is recognised so as to Wfile off the cost or valuation of assets less Ihelr residual values over their useful lives on the following bases.. Freehold properly Computer equipment 2Vo on cost 33QA on cost The gain or loss arising on the disposal of an asset is determined as the difference belween the sale proceeds and the carrying value of the asset, and is re¢ognised in the slalemenl of financial aclivilies. 1.7 Impalrmont of fixed assets Al each reporting end dale, the charity reviews the carrying amounts of ils tangible assets to determin& whether there is any indication that Ihose assets have suNeied an impairment loss. If any such indication exists, the recoveiable amount of the asset is estimated in order to delermine the exlenl ol the impaiimenl loss lil any). 1.8 Cash and cash equlvalents Cash and ¢ash equivalents include cash in hand. det)osils held al call with banks, other short-term liquid investments with original malurilies of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities. 1.9 Flnanclal instruments The charity has elected lo apply the provisions of Se¢llon 11 'Basic Financial Inslrumenls. and Section 12 'Olher Financial Instruments Issues. of FRS 102 to all of ils financial instruments. Financial instruments are recognised in the charity's balance sheet when the charity becomes party to th conlraclual provlslons of the inslrumenl. Financial assets and liabilities are offset, with the nel amounts presenled in the financial slalemenls, when there is a legally enforceable right lo set off the recognised amounts and there is an intention lo settle on a nel basis or lo realise the asset and sellle the liability simultaneously. 10-

STANLEY GRANGE COMMUNITY ASSOCIATION CIO NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 Accounting pollcl&s Icontinuedl 8asi¢ financial assets Basic financial assets, which include debtors and cash and bank balances. are initially measured al transaction price including transaction costs and are subsequently carried al amortised Cost using the effective interest method unless the arrangement con51ilules a financing transaction. where the transaction is measured at the present value of Ihe future receipts discounted al a market rate of interest. Financial assets ¢lassified as receivable within one year are not amortised. Baslc flnanclal liabilities Basic financial liabilities. Including creditors and bank loans are initially recognised al transaction price unless the arrangement conslilule8 a financing Iransaclion, where the debt instrument is measured al the present value of the future payments discounted al a market rale of interest. Financial liabilities classified as payable within one year are not amortised. Debt instruments are subsequently carrsed al amortised cost, usin9 the effective interest rate method. Trade creditors aro obligations lo pay for goods or seNi¢es that have been acquired in the ordinary course ol operations from suppliers. Amounts payable are classified as current liabilities il payment is due within one year or less. If not, they are presented as non-currenl liabilities. Trade creditors are recognised initially al transaction price and subsequently measured al amortised cost using the effective interest method. Dere¢ognition of financial118bllltles Financial liabilities are derecognised when the charity's contractual obligations expire or are discharged or cancelled. 1.10 Taxatlon The charity is exempl from lax on ils charitable aclivilies. 1.11 Employee beneflts The cosl of any unused holiday enlillement is recognised in the period In which the employee's services are received. Termination benefits are recognised immediately as an expense when the char¢ly is demonstrably commilled lo temiinale the employment of an employee or lo provide lerminalion benefits. Crltlcal accountlng estlmates and Judggments In the application of the Charity's accounting policies, the Iruslees are iequired lo make judgements. eslimales and assumptions about the carrying amount ol assets and liabilities that are not readily apparent fiom other sources. The eslimales and associated assumptions are based on hisloiical experience and other factors that are considored lo be relevant. Actual results may differ from these estimates. The eslimales and underlying assumptions are reviewecl on an ongoing basis. Revisions to accounling eslimales are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and fulure periods where the revision affe¢ls both current and future periods. 11

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STANLEY GRANGE COMMUNITY ASSOCIATION CIO NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 IWARCH 2023 Investments Unrgstrlcted Unrestricted fiinds funds general ggneral 2023 2022 Interest receivable 1.169 182 othgr Income Unrestrlctgd Unrestrlcted funds funds general general 2023 2022 Provision of aCmmOdatiOn and supported work placements 152,855 169.294 Ralslng funds Unrestricted funds general 2023 Total 2022 Fundraisin and ublicil Other fundraising costs 861 861 13-

STANLEY GRANGE COMMUNITY ASSOCIATION CIO NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 Charltablg activities Provisioll of Provlslon of accommoda accommoda tion and tlon and supported supported work work placements placements 2023 2022 Depreciation and impairment Chaiilable expendilure Repairs and renewals Insurance Printin9 and slalionery Trar*sport costs Website Interest Costs Professional fees Sundry costs Bank charges 41,352 57,757 17,227 10,923 17 6.002 569 42,576 21,095 4,181 101 38,734 47,301 3.657 10.243 70 5,955 7,667 45.858 24.494 3.466 79 201,800 187,524 Share of governance costs {see note 81 2.453 6,132 204,253 193.656 Analysls by fund Unreslii¢led funds - geneTal Reslricled funds 178.984 25.269 167,611 26,045 204,253 193,656 Support costs Support Governancg costs costs 2023 2022 Ac¢ounlancy Legal and professional 2.453 2.453 2,562 3,570 2,453 2,453 6,132 Analysed between Charitable activities 2,453 2.453 6,132 14-

STANLEY GRANGE COMMUNITY ASSOCIATION CIO NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 Trustees The were no Iruslees, remuneralion or other benefits for the year ended 31 March 2023 nor for the year ended 31 March 2022. Tru5tees' expenses Theie weie no Ifuslees, expenses paid for the year ended 31 March 2023 nor for the year 31 March 2022. 10 Employe6s The average monthly number of employees during the year was.. 2023 Number 2022 Number Total 11 Taxatlon The charity is exempl from lax on income and gains falling within se¢llon 505 of the Taxes Act 1988 or section 252 of the Taxalionof Chargeable Gains Act 1992 to the exlenl that these are applied lo ils charitable objects. 12 Tanglble flxed assets Fre8hold propetty Compuier equlpm8nl Total Cost Al 1 April 2022 Additions 2,930,398 137.187 218 2.930,616 137,187 Al 31 March 2023 3.067,585 218 3,067.803 Depreclatlon and Impalrment Al 3 April 2022 Depreciation charged in the year 216,165 41.352 218 216.383 41,352 At 31 March 2023 257.517 218 257,735 Carrying amount Al 31 Maich 2023 2.810,068 2,810,068 Al 31 March 2022 2,714,233 2,714.233 Wilhin freehold property is land al a deemed cost of £1,000,000 which is not depreciated. As a131 Mar¢h 2023 the charity had spent a further £1.467,585 on improvements to the pioperty lo dale lin addilion to the Original building ¢osl of £600.0001. 15-

STANLEY GRANGE COMMUNITY ASSOCIATION CIO NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 13 Debtors 2023 2022 Amounts falllng due wlthln one year.. Trade debtors Prepayments and accrued income 9,520 9,017 9,521 9,017 14 Loans and overdrafts 2023 2022 Bank loans 1,018.804 1.100,855 Payable within one year Payable after one year 82,051 936,753 82,051 1.018,804 Amounts included above which fall due after five years.. Payable by inslalmenls 608.548 690,599 The long-term loans ale secured by a legal charge over the property. 15 Credltors: amounts falllng due wlthln one year 2023 2022 Notes Bank loans Trade Creditors Accruals and deferred income 14 82.051 9,676 2,375 82,051 11,515 2,142 94,102 95,708 16 Credltors: amounts falling due after more than one year 2023 2022 Notes Bank loans 14 936.753 1,018,804 16-

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STANLEY GRANGE COMMUNITY ASSOCIATION CIO NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023 19 Related party transactlons TheTe were no disclosable related party transactions during the year {2022- none). 19-

STANLEY GRANGE COMMUNITY ASSOCIATION CIO ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023 Charity regislialion number 1157872

STANLEY GRANGE COMMUNITY ASSOCIATION CIO CONTENTS Page Trustees, report Independent examinerfs report Slalement of financial 8clivilies Balance sheet Notes lo the financial slalemenls 9-19

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