## **The Stephen Carey Fund** 

**Annual Report for the year ended** 

**6 April 2022** 

**Registered Charity No. 1158573** 



**The Stephen Carey Fund Registered Charity No. 1158573** 

## **Trustees Report for the year ended 6 April 2022** 

## Reference and Administration Details 

Principal Address: 31 Farriers Rise Shilbottle Alnwick Northumberland NE66 2EN 

Trustees: Mr Bryan Shendon Mr Daniel Carey Mr Dougie Mcewan Mr Scott Mcewan Mr Stephen Shendon 

## Structure, Governance and Management 

The charity is governed by a constitution adopted September 2014. 

New Trustees are approached by the existing committee and elected by the members at the Annual General Meeting. 

## Objectives and Activities 

The charitable objectives are to preserve and protect the health of residents and visitors to, but not limited to, the county of Northumberland by providing and assisting in the provision of facilities, support services and equipment not normally provided by the statutory authorities. To advance the education of the public in health care by the provision of Emergency Life Support training and Defibrillator familiarisation sessions, use of media such as Facebook and by the distribution of leaflets. 

The Stephen Carey fund works with local communities, sporting clubs and various organisations within Northumberland towards the placement of defibrillators throughout the county, and to provide emergency lifesaving training to improve the knowledge of communities and increase awareness of cardiac arrest. 

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## Achievements and Performance 

During the year the charity assisted twelve local communities and organisations in the acquisition, and where appropriate installation, of defibrillators. First Aid Kits were provided to local Sporting Teams and Organisations. Emergency Life Support and Defibrillator Familiarisation sessions have also been delivered to local communities and organisations. 

Charitable status was attained in September 2014 

The Fund continues to be supported with donations by various local organisations, companies and individuals. 

## Financial Review 

The Trustees consider the financial position to be very strong with £30,815 of cash funds at the year end. The charity does not need to hold large reserves to cover closedown costs as there are no financial obligations associated with employing staff or renting premises.  During the current year there was excess expenditure over income of £7154. This excess expenditure is mainly due to the increased costs of all products due to the post Covid 19 and current economic climates. Due to the Funds continued commitment to assist in the installation of both Public and Non-Public Access Defibrillators the higher costs are not passed onto the Parish Councils, Organisations or Individuals who are working with the Fund to achieve its aims. Another factor is that only one major fund raising event was possible. The Fund still receives generous donations from organisations and families as well as the Parish Councils and other organisations purchasing replacements Pads and Batteries from their own budgets. The Trustees agree the Fund is in a very strong position and recognise that when fundraising events can be resumed fully and the economic climate improves it will only get stronger. 

Approved by the Trustees 

B Shendon 

Date:………………. 

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## **The Stephen Carey Fund Registered Charity No: 1158573** 

## **Receipts & Payments Account for the year ended 6 April 2022** 

|Receipts<br>Donations<br>Special Events<br>Replacement Pads/Batteries<br>Payments<br>Cost of fundraising events<br>Provision of defibrillators and cabinets<br>First Aid Kits<br>Donations<br>Administrative costs<br>Cash funds last year end<br>Cash funds this year end|Total being<br>Unrestricted Funds<br>2022<br>2021<br>£<br>£|Total being<br>Unrestricted Funds<br>2022<br>2021<br>£<br>£|
|---|---|---|
||15,663<br>1025<br>1135|24,278<br>0<br>2972|
||17,823|27,250<br>0<br>15,641<br>280<br>0<br>20|
||<br>440<br>23,162<br>1119<br>237<br>20||
||24,978|15,941|
||<br> <br> <br>30,815|<br>  <br> 37,970|



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## **The Stephen Carey Fund Registered Charity No: 1158573** 

## **Statement of Assets and Liabilities as at 6 April 2020** 

|Cash Funds<br>Bank Current Account<br>Total Cash Funds||Total being<br>Unrestricted Funds<br>2022<br>2021<br>£<br>£|Total being<br>Unrestricted Funds<br>2022<br>2021<br>£<br>£|
|---|---|---|---|
|||37,970<br>30,815<br>30,815|37,970|



Signed on behalf of the Trustees B Shendon Treasurer Date: 09/09/2022 

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