**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
06
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.
07
## **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**
08
## **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
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**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
000
000
000
000
000
000
DO)
00
oo¢y>
00¢
o Ln ui
00
oo*
¥yJ C OI
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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7J0w
(ry (¥) o
(o u)
¢D ¢D Lr)
010
00
In r (Y)
iyj O ¢0
uj
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
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
000
000
000
000
000
000
DO)
00
oo¢y>
00¢
o Ln ui
00
oo*
¥yJ C OI
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-
tr) aj
> (o o
$0
Z5WNW
7J0w
(ry (¥) o
(o u)
¢D ¢D Lr)
010
00
In r (Y)
iyj O ¢0
uj
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-