## **MOORLANDS HOME LINK** ## **TRUSTEES ANNUAL REPORT** # **FOR THE YEAR 2021/2022** **Registered Charity Number: 1158361 Registered office and operational address: 17 Charles Street** **Cheadle Staffordshire Moorlands Stoke-on-Trent ST10 1EE** During the past year Moorlands Home Link has continued to try to combat the effects of the Coronavirus pandemic and its impact on clients, staff, and volunteers. At the start of this report, we would like to reflect on a year which has continued to challenge our day-to-day operations, service provision, and finances. Our Charity continued to provide support to clinically extremely vulnerable clients in the community who were following government guidance to 'shield'. These vulnerable clients were given advice and support to access food and prescriptions, and received weekly telephone safe and well checks from MHL until the government guidance changed in September 2021. A total of 170 extra clients were supported during their time of shielding and this vital service was provided in partnership with Staffordshire County Council and Staffordshire Moorlands District Council. Over the past year, the Managing Trustees have continued to make decisions to ensure that government restrictions and guidelines have been followed in relation to covid-19. As Government restrictions have eased, we have been pleased to be able to reevaluate and resume certain services when appropriate with the safety and wellbeing of clients at the forefront of our focus. Many of our staff continued to be furloughed or flexi furloughed as we tried to reinstate many of our face-to-face services. We continued to receive support from the government Job Retention Scheme Grant and this support ended in September 2021. Our staff were supported to return to work at every available opportunity. The staff who did return to work were also given training with regard to Infection Control measures and Covid testing, and supported with their mental health and wellbeing. During the difficulties of the past year, we were extremely grateful for the support of Staffordshire County Council, Staffordshire Moorlands District Council, Support Staffordshire, Cheadle Town Council, local Parish Councils, local community groups, and businesses, for their donations of financial support, equipment, and advice. All of this support is gratefully acknowledged and appreciated. We are grateful for generous donations received from people who can see the value of the Charity and its supportive services, and the Managing Trustees are pleased to show a surplus of £29212 in this years financial accounts. We currently receive a direct grant award from NHS North Staffordshire and Stoke on Trent Clinical Commissioning Group to support some of our work. In January 2023, after 35 years at our address in Charles Street, Cheadle, we were notified that we would be unable to remain in these premises and we are now exploring options for a premises move which will enable us to continue our work in the local community. This premises move will be completed sometime during 2022. During this year, following the resignation of two long standing Managing Trustees and a Trustee skills audit, a Trustee recruitment drive was initiated, and we hope to be able to recruit new Trustees to widen the skillset of our Board. The Trustees recognise that they must continue to ensure the resilience and sustainability of the Charity, whilst upholding the Charity’s vision and values. While our day-to-day operations continue to be greatly affected and we tread carefully into the next financial year of 2022/2023, we would like to take this opportunity to gratefully acknowledge the dedication and support throughout the past year of our valued staff and volunteers. The following is a summary of the services the Charity is currently engaged in providing. ## **CHEADLE DAY CARE AND OUTREACH GROUPS** In order to deliver safe, face to face Adult Day Care, front facing staff continue to undertake regular Covid testing, are provided with appropriate PPE, and organisational risk assessments are regularly updated in line with new and existing statutory guidance. Day Care is held in Cheadle Methodist Church Hall on three days per week and supports clients who may require a higher need of care. Our Day Care staff and our Transport team work closely together to ensure high standards of care are delivered throughout the day, from collection via our minibuses in the morning to return home at the end of the day. The wheelchair accessible minibuses collect clients from Cheadle and the surrounding villages including Tean, Werrington, and Blythe Bridge. While attending Day Care, clients can enjoy a light breakfast followed by a three-course nutritional meal at lunch, along with snacks and drinks throughout the day. Our clients look forward to their day and the friendship and laughter encouraged through a program of activities including gentle exercise, armchair zumba, reminiscence, and entertainment. This service provides essential respite and support for carers and families, as well as providing socialisation and care for those who also may live alone, enabling individuals to maintain their independence for as long as practicable. We found that clients and their families were especially grateful to attend Day Care having been isolated in lockdown for so long. Every prospective client is visited by the Day Care Manager who undertakes a full needs assessment of each client to ensure a person-centred approach and the needs of the client are met. This assessment usually takes place at a prospective client’s home in the presence of family, friends, or health professionals, where appropriate. The Day Care setting is able to monitor the day to day physical and mental wellbeing of each client. Therefore, should a client’s presentation deteriorate, we can signpost or guide the client to an appropriate healthcare professional and/or service in a timely manner before the need escalates. Additionally, the service helps to support community health professionals to monitor health and maintain long term health conditions. This helps to support people to get the right care, at the right time, in an optimal care setting and improve upstream prevention of avoidable illness and their exacerbations. Due to financial constraints and the ongoing impact of Covid 19, Moorlands Home Link has been unable to safely re-open all of the Outreach Groups across the Moorlands. However, we are in the process of planning a new group which will cover the Leek and Cheddleton area which we hope to open in April 2022. ## **BEFRIENDING SUPPORT AND PHONE LINK** Face to face Befriending continues to remain on hold due to the impact of Covid19. This is to ensure the safety of the volunteers and clients who utilise this service. Valued volunteers make weekly telephone calls to people; many friendships have been formed and continue to thrive between the volunteers and the people they contact. The phone link service is delivered across the Moorlands and in particular the most rural of areas in our community. Assessments are completed for each client by the Service Manager and this assessment forms the basis of a match with a like-minded volunteer with similar interests. For some people who receive this service, the only contact that they may have each week is with the volunteer and for this reason the service is very well received and greatly appreciated. Loneliness and isolation were brought to the forefront of the nation’s mind during this year as we continued to face shielding for clinically extremely vulnerable people, and we saw an increased number of referrals for this service during this period. We are therefore, especially aware of the importance of this service at this time and how invaluable it is to those who are at risk of social isolation in our rural communities. This Service does not currently receive any statutory funding and the Managing Trustees are determined to safeguard its future through further fundraising and relevant grant applications. ## **TRANSPORT** Many of the Transport team were able to resume their roles helping to transport clients to Day Care from Cheadle and the surrounding area during this year. We continue to operate three specially adapted minibuses, two of the minibuses are provided under a leasing agreement with CVM World and the oldest of the three is owned by the Charity. The Voluntary Transport Scheme continues to operate for Cheadle and the surrounding area, in partnership with Moorlands Voluntary & Community Transport of Leek. Based from the Moorlands Home Link office in Cheadle, requests for transport are made over the phone by clients Monday to Friday from 10am to 12noon and these requests are handled by a volunteer telephonist. This is a much used and appreciated service and allows clients to access medical and social appointments with the help and support of a volunteer driver. Moorlands Voluntary & Community Transport took the decision to provide volunteer drivers with relevant infection control guidance and PPE so that this service could continue. ## **MEALS ON WHEELS** The Meals on Wheels service provides the opportunity for older members of the local community to receive a nutritional, hot, home cooked meal delivered straight to their table. The meals are delivered Monday to Friday by volunteers and staff, in Cheadle and the surrounding area, with chilled meals delivered on a Friday to be reheated over the weekend. On average, 80 freshly prepared two course meals are delivered to the local community each week and as part of this service a subtle safe and well check is carried out at each delivery. ## **FUNDING 2021/2022** Clients make a contribution towards the cost of all of our services, with the exception of the Befriending and Phone Link Service. During this financial year, grants have been awarded from the North Staffordshire and Stokeon-Trent Clinical Commissioning Group, Staffordshire County Council, Cheadle Town Council, Local Parish Councils, and individual Councillors. The grant funding from the NHS North Staffordshire and Stoke-on-Trent Clinical Commissioning Group is currently reviewed on an annual basis. As stated earlier in this report, we move forward into the next financial year with a surplus of £29212. The MHL Board of Managing Trustees recognise that continued efforts will need to be made during the next financial year to secure further funding through appropriate grant applications, donations and fundraising to ensure the sustainability of the Charity and to build up financial reserves. The Trustees will also monitor and review expenditure throughout the next financial year, to ensure financial efficiency across the whole organisation, and will take any necessary decisions to preserve the future of the Charity. Donations received by the organisation during this financial year totalled £11615. We are extremely grateful for these funds which have been received from the many groups, organisations, local businesses, and individuals in the Moorlands area who continue to support the aims of the Charity. We have also been very grateful again to receive donations of various useful items of equipment and support from local businesses this year. ## **PARTNERSHIPS** Throughout this financial year, MHL has partnered with FareShare, the UK's largest charity fighting hunger and food waste. We also received welcome dairy food donations from the Ornua food group. We are also proud to have supported students through partnerships with Keele University – School of Medicine in being able to offer virtual placements within our organisation. These valued placements provide training and insight into Adult Social Care and the role of the Voluntary Sector. These students will go on to seek careers in various fields including medicine and health and social care. ## **STAFF AND SENIOR MANAGEMENT TEAM** The Managing Trustees and Senior Management team are responsible for the day to day operation of the Charity. The Senior Management team during 2021/2022 were: Executive Manager - Sharon Ball Day Centre Manager - Lynn Everill Transport Manager - Ian Collier Befriending and Phone Link Service Manager, and Outreach Group Liaison - Diane Sellers Catering Manager - Rebecca Snowden Office Manager - Ellen Ball Each member of the senior management team is supported by their staff who are all a vital part of the organisation. All staff deserve a very big thank you from the Managing Trustees and clients for all their hard work, passion, commitment, and care throughout the past year. ## **BOARD OF MANAGING TRUSTEES** All of the Managing Trustees of Moorlands Home Link are volunteers who give their time freely to the Charity and no remuneration is paid to them. Members of the Managing Board of Trustees of Moorlands Home Link during 2021/2022 were as follows: Rev David W Watson Mrs Dorothy Dolphin - resigned September 2021 Mr Nigel Dodd Mr Charles Macadam Councillor Ray Wood - resigned September 2021 A representative of Cheadle Town Council also attends the Managing Board of Trustees meetings and during this year this role was undertaken by Cllr Dave Sargeant. CHARITYNUMBER: 1158361 MOORLANDS HOME LINK REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022 Independent examiner's Report to the Trustees of Moorlands Home Link I report on the aG¢ounls of the Trust for the year ended 31 March 2022, vthich are sel out on pages 2 to9. Responslbllitias and basis of report As the charity's Iruslees. you are responsible for the preparalbn ol the accounls in accordance with the requiTem¥nts of the Charities Act 2011 (￿h0 Act"). I report in rospecl of my examination of the Tru8t'$ 8¢¢ounts cArri8d out under section 145 of the 2011 Aet 8nd in carrying out my examination, I have followed all the appli¢8bl@ Directions given by the Charily Commls8ion under sgclion 34515Mbl of Ihg Act. 11 is my re8ponslblllty to: gx8mln6 the 8ccounts under sectlon 145 of the Charilles Act,. lo follow ihe procedures laid down in the General Directions given by the CharSty Commi881oners (under section 14515llbl ol the Charities Act.. and 10 818Lo whether any partl¢ular rnatt8rs hav& Lome to my allention. Indopendant examlner's staternent I have completed my 6xaminaUon. I txsnfirn th81 no material mattgrs have lo my attention in connection with th8 ex8minalion which gives me cause to beliovg that in, any malorial respect.. the accounting records were not kopl in accordance with section 130 of Ihg Charits'es Act.. or the accounts dKI ntsl accord with the accounting records., or the accounls did noi comply wtlh Ihg appllcable requirèfflenis ￿nCernIng the form and content of ac¢ounls set out in the Ch8rthes (Accounts and Reports) Regul8ts"ons 2008 olhor Ihan any requiremonl Ihat tho accounts give o 'lTU8 ond f8ir' view whlch Is nol ? m811or considered as parf of an independent examination. I hav& no concoms and have como across no other matters in ¢onn&ction wth the examination lo whlch altèntion should ba drawn in this report in order to enable a propèr understandin9 of tho accounis lo be reached. Signe Dale.. L88 Grallage FCA LG Ac¢c)unlancy 2 Maple Crescenl. 8lyth& Bridge. Stoke on Trsnt. ST119NL p8ge I MOORLANDS HOME UNK STATEMENT OF FINANCIAL ACTivmES FOR THE YEAR ENDED 31 MARCH 2022 Unrestricied Restricted Totsl Funds Total Funds Flsnds Funds 2022 2021 Not•* INCOMING RESOURCES Ineomlng rosourcés from generated lunds Donations and legacies Ghadlable actlvllies Invastmenls Olhgr 11,615 143,577 11.615 213,827 29.754 230,944 31bl 70,250 1,280 1.280 700 Totsl Incoming rosourc•$ 158472 226,722 281,398 RESOURCES EXPENDED Charltabl8 actlvltl•s 4(81 186,127 70,250 236.377 233.736 Govemance costs 41bl 8,838 6,836 6,581 Total r•sourc¢8 oxpgnded 172 903 243213 NET OUTGOING RESOURCES {16,4911 116.4911 21.101 TRANSFER BETWEEN FUNDS RECONCILIATION OF FUNOS Tota5 funds brought forwaTd Total funds c•rrled torward 45,703 45,703 24,602 The 8latsm8nl of finan¢i81 activitie8 includos all gains and losses recc¥Jni$ad In the year. All Incom8 and oxpgndllure derive from continuing adlvlties. Th? Aoles on pagos 4 10 9 lorrn p8rt ol the financlal slalements. page 2 MOORLANDS HOME LINK BALANCE SHEET AS AT 31 MARCH 2022 2022 2021 TANGIBLE FIXED ASSETS 1,684 2,246 CURRENT ASSETS Debtors and prapayments Cash al bank 12,687 27,619 40,286 9.350 39,544 48,894 CURRENT LIABIUTIES Creditors.. Amount8 fallin9 due within on¥ year 12,758 5,437 12,758 5.437 NET CURRENT ASSETS 27,52B 43.457 NET ASSETS 29,212 FUNDS Unrestrictéd Reslricted 29,212 11.12 45,703 29,212 All amounts re181e lo continuing acttvilies. Tho notes on pages 5 19 8 form part of the financial slalemgnl8. Approved by tho bo8rrJ of tFusl8es and Signed on their behalf b Chairpeison.. Chades Macadam Dale.. Trustee.. ft￿drew SxVThse DBIe'. pagg 3 MOORLANDS HOME LINK NOTÈS TO THE FINANCIAL STATEMENTS FOR THE YEAR ENOED 31 IAARCH 2022 1. Accountlng Poll¢les In preparing the a¢4x)unts the foltrthr¥ ¥cwuniing policies been c￿mph.8d vith.. 1.1 8*818 of O¢¢OUnlln9 7hBse 8ctounts hsve been prgpared undBrllE histor* wsl conv¢nt￿n with It&mu recoqni8Èd al co¥1 or Iransa¢tkJn W81ue tsnkn othe￿e staled h thè relev8ni notei$l to th888 awounts. Thè accounts have been propsred in 8ccordanco ￿ryth Ihe Stalemenl ol R8￿MMEnded Pradl¢e'. Ac(xvnting Ènd R6porfing by Charllles pre￿￿n9 ￿1r accounts the Financial Roportlng Sl?ndard applKabfe in the UK an Repbbll¢ of Ireland IFRS1Q21 end ￿th Ihg Char￿6￿ Act 2011. 1.2 Golng con¢•rn The finanual statement5 havo be&n pr8P8rèd on a 9olryJ con¢8rn ba819. 1.3 Ac¢ountlng poIIGl•• and e•¢lm4tO8 The accounis pr8senl a true and f&ir and tho aco)untiro polKles 8dDPtod afe oulllrted be￿. Thero ￿re no C￿n985 In ac£*Juntkng wlldé8 and e61imÈté$ ￿ Ihe parKId. 1A Fund actoyrrtlng UnrB3lriCted ar• avallable for use 81 the ¢Jlscrellon of the tru¥tse8 ￿ furfhoronge ollh8 genera1 oblBctsv8$ 01 the chArity. - Rostricigd lund8 ar¢ $ubjecl to lh• roJtridon$ oft their éXFetvJilure knpjséd by Ihe dDnor or thffjuqh Ihe terrn6 of In appeal. 1.5 Incomlng r••ou￿•S 1 5n¢￿MIng rosour¢os Bre includod in Ihe st8l¢rnenl of financial Scl￿11181 vthen th• thaftty is enliU&4 to Iho income., il iy more likely Ihan not Iho InJsle8s wll r8¢elve th8 re80ur¢oJ and the mon•t&ry Value c8n bo m•&8ured %%ilh suITrSeni rollability. Tho fOll￿1￿a apgdfic po11clot are appl￿ to porfIcu￿r Galegorles or inL¥)mo'. Off*ottiny Th•ro h*b$ been no offs8iiin9 01098Qt% and11obilikn86, or inwrno And oxpon¥es, unlea8 roouir¢d or pormittod by tho FRS102 SORP. Grnni¥ Ind Giants and dona￿on& Jrg only In¢kJded in lh8 SOFA when lh8 gGngfo1 Incom& reC￿nIt￿n doMtlon¥ cni8rta orfy mel.ln the c•8e of ptrrform8nc¥ ralale¢Y gr8rits, intome mu$1 only bB rtrcogniaad 10 the ¥xieni that the charlly hos provlded lhe Jpecified goods or 8ervices onlilbmonl lo the grnnl onw whon Ih8 perfo￿nanCe rèlalod wndilions are mf*l. L•q•ol•s Lega¢b$ are indudfjd In the SOFA Ythen rtcdpl iy probable. th81 Lq. when Ime￿ has boon grnnt olprob8ia, the oXOCUtors h8VO Q8tsJbli¥hed Ih81 Ihere ore suificienl Jssets In Ihtr eslole and any condlllon$ alt8ched 10 Ihe leoacy arè olther￿llhln Itto control of tho charity orhavo been mei. Gov•fflm•nigrnnts The charify has recelv8d government grants In the reporting ￿tIoLI. Tax r•¢l8lnJs on GFft recei¥ablg1¥ inckjdod in Ints)m8 Ihero 18 a Vklid dockraibn from iho donor. don•uons •nd qlfts Any Gift Aid amount ieix)vored on a donation18 ccnsidgr8d lo part of Ih81 uift and Is Ifftgted A8 an sddilion to samfy lund Hs tho inlliol donation Un￿13 lh& donor or rm? of tho Épptal heve 8wcified olh•r￿7￿￿. eonirn¢ru•l In¢om• Thls 18 only iwludèd in Ihg SOFA orKe the charity h?$ provkjgd the related g¢)Dds or •ndperfornJ8nco swvlces or rnet th8 p&rf¢rmanc8 rolatsd condit￿n5, rolaied#rnnts Voluntser help The value of any vo)Jnw help reca￿a is not Induded kn Ihtr arwunts but ￿ leucrSbed In Ihé Irusle68' ar¥nual Incomo Irom This 18 Inclvded in Ihe artounw T8CQiPI ￿ probabk8 and tho amcuni receN9b￿ Intero¥t bB m¢esuied religbty. Setllomèhi ol Insurance c￿lMS are ¢nty induded In the SOFA when the penetal Incorne recogn￿0￿ InsuraftGe clalms (xter￿a are mel 8no Are induded a5 an Item ol 0th9r Income In lh6 SOFA. 1.6 Exptsnditur• and liablbll Llabitilie$ 8re recognised whare11 18 rnore likety th#n not Ih81 Ihere is a ￿931 or c￿strUctbve oblKJation commllling Ihe ¢h8rityto payotsi resovrce8 and the amount of obligat￿Tr can bo measured wlh reasonable certainty. All IK4bllllig8 aré allocated bomton oxpendilure blvJalion ai the r6POrtlng dale. B¥slc Iln8ncl•l The chArtyaccounts for ba8Kfin8ncLg1 Instruments on inlli81 recogniuon In¥truménrs as per paragraph 10.7 FRS 102 SORP. Subsequent measuremonl 13 ag per paragraphs 11.17 tsj 11.19, FR5 102 SORP. 1.7 TJn&Tlbh ass•t$ Ml aOBO* cv¥bry mow than £500 8ro capllatisad ond 8ta18d at CO81 le58 ￿mu￿1￿￿ dopiedaibn. They are dopréci8￿d en Ihe balBnt4 molhod 81 tho followrvJ annual rai Moi¢rVohiele&125% por 8nnwnl F.qulpmonl1250A per 4nnuml Offlcs) & Computer EQUIp￿nI125% par 8nnuml Debt￿ DèbiorA Ilndudino Iradg d¢tytorn ond knans roc¥￿abl•l •ro maasu18d on Inll&l rocogniJ Xl sttllemant omounl aftor any Irado dhcounlo or qmount tsdvanc8¢J by tho chahty. Sub8wwnUy, Ihay Brts m088ured ai tho or vlhtsr con8ldar8￿0n o%p¢ctgd lo be rece￿8￿. Pago 5 IIOORLANDS FIOME UP4K STATEMENT OF FINANBIALACTIVITIES FOR THE YUR EWOED jf MARCH 2022 2. Taxatlon Tw#1 15 a r¢gE8wr4d chaitywd aG￿rd￿l9￿ li OXen>PI th loutson rgnlts iThx7rn&andgwns thay ATefjppl'ed 10r¢hariL%￿e pwses. 3. Incomln9 Rèsour￿$ Unr•*trW¢d lièxtrtctqd Ttst•l Fund• T•tsi Fund• FU￿dI Funds 2022 2021 Jlal Oonatknn• and l•gaeh• DDnolions Legales 11.61S 29,754 11.615 4bl Ch4rf¢ablo 4GUvlt FLhid R*siw Eventj CoTe fur￿1￿9 grgn & tr¥y caro ch￿4 Othai or•nts 70,000 70,000 91.160 52.867 70,000 51,668 109.278 91.100 52.417 250 14> 77 70 260 31¢> knwatm•ht* InternAt 31dl Oth•t In¢tym• h2r In(tne 1,280 1,280 1.28 70Q TO￿ th￿￿mIng r•*oure•• 156 472 paw6 MOORL4ND3 HOME UNK $TATEMENfOF FINANC￿ ACTivrrEs FOR THEYEAR ENDED 31 hlARCH 2022 4. Ra80urco8 Expgndép should drawn in lh& re[￿1 ui order to enatAe a proper under$tsn(f￿9 of the Lee Graltsg¢ FCA LG A￿UntanCY 2 Maple Ctexenl ￿ 8r¥Jge. Sbjke on TTenL ST11 9NL page I