Kirklees Visual Impairment Network
Charity number 1160580
Annual Report and Financial Statements
for the year ended 31 March 2022
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Kirklees Visual Impairment Network
Annual Report and Financial Statements
for the year ended 31 March 2022
| Contents | Page |
|---|---|
| Trustees' report | 2 to 3 |
| Examiner's report | 4 |
| Receipts and payments account | 5 |
| Statement of assets and liabilities | 6 |
| Notes to the accounts | 7 to 9 |
Prepared by West Yorkshire Community Accountancy Service CIO
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Kirklees Visual Impairment Network
Trustees' report for the year ended 31 March 2022
Reference and administrative details of the charity, its trustees and advisors
The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates
Position Dates David Quarmby Chair Moin Valli Fayyaz Musa Julie Howard Treasurer Adeel Mohammed Aisha Saiyad Vivs Long-Ferguson Ian Beverley
Resigned 28 October 2021 Appointed 28 October 2021 Registered in England and Wales
Charity number
1160580
Registered and principal address
Bankers
LG12 Brian Jackson House Yorkshire Bank New North Parade 40 New Street Huddersfield Huddersfield HD1 5JP HD1 2BT
Independent examiner
E J Beverley FCCA Stringer House 34 Lupton Street Leeds LS10 2QW
West Yorkshire Community Accountancy Service CIO
Structure, governance and management
The charity is a Charitable Incorporated Organisation (CIO) formed on 23 February 2015 and is governed by a constitution as amended on 22 October 2018.
On 12 January 2022 the Charity Commission for England and Wales issued an order to authorise the transfer of assets and liabilities and the granting of an indemnity under section 105 of the Charities Act 2011 for Society for the Blind of Dewsbury, Batley and District (charity number 223298) and Kirklees Visual Impairment Network (charity number 1160580). This will enable the two charities to merge.
The planned merger with the Society for the Blind of Dewsbury, Batley and District has progressed during the year with the required permission agreed with the Charity Commission. The merger will take place on 1 April 2022 when the Society for the Blind of Dewsbury, Batley and District will transfer all its assets and liabilities to Kirklees Visual Impairment Network.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
Objectives and activities
The charity's objects
The object of the CIO is to relieve the needs of blind and partially sighted (visually impaired) people who live, work or study in Kirklees and the surrounding area. Particularly but not exclusively by:
a) providing equipment, services and advice which will enable them to live more independently;
b) providing social and recreational activities designed to improve their quality of life.
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Kirklees Visual Impairment Network
Trustees' report (continued) for the year ended 31 March 2022
Objectives and activities (continued)
The charity's main activities
Kirklees Visual Impairment Network (KVIN) is a disabled user led charity run by and for VIs (blind and visually impaired people). With support from sighted volunteers our VI volunteers provide training and support in the use of various technologies to improve the lives of other VIs.
Public benefit statement
In setting our objectives and planning our activities our trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular disabled led peer support and training in technologies which can help VIs remain independent and reduce social isolation.
Achievements and performance
The year under review was one of transition as we resumed face to face services. We recommenced one to one appointments and our groups activities as well as launching a monthly evening group targeted towards working people who hitherto may have been unable to access our services.
Our work with the Kirklees Council Community Champions project allowed us to take our mobile sight loss centre across the district and further raise awareness of our services and the issues associated with sight loss.
We also continued our virtual provision to ensure that the widest number of people possible could access us. We ran 352 sessions, received 142 new referrals and made 2,750 calls in the year under review.
Nationally, we continued to work with partners across the sight loss sector and were proud to receive the Visionary Rainbow award as part of our work with a group of other local sight loss charities.
Financial review
The net receipts for the year were £72,332, including net receipts of £11,239 on unrestricted funds and net receipts of £61,093 on restricted funds, after transfers.
Reserves policy
The charity's free reserves, excluding fixed assets, at the year end were £48,134.
It is the policy of the charity to hold 3 to 6 months running costs in reserve. These reserves would provide security and enable KVIN to continue providing our core service in the event of an unexpected drop in income or gap in between core funding. The policy will be reviewed annually in April and updated as appropriate.
Signed on behalf of the board of trustees on 20/09/2022
David Quarmby (Trustee)
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Kirklees Visual Impairment Network
Independent examiner's report to the trustees of Kirklees Visual Impairment Network
I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 March 2022, which are set out on pages 5 to 9.
Responsibilities and basis of report
As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the CIO's accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1 accounting records were not kept in respect of the CIO as required by section 130 of the Act; or 2 the accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
E J Beverley FCCA
18/10/2022
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
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Kirklees Visual Impairment Network
Receipts and payments account for the year ended 31 March 2022
| Notes 2022 Unrestricted funds £ Receipts Grants and donations (2) 7,974 Contract income 20,000 Activity income 9,215 Sales and fees 1,318 Fundraising 848 Recharges to associated charity 36,740 Total receipts 76,095 Payments Salaries, NI and pension 52,616 Payroll costs - Volunteer expenses 692 Staff expenses and travel 146 Room hire 596 Freelancers - Fundraising costs 287 Sundry expenses - Printing, postage and stationery - Accountancy and independent examination - Equipment and software 1,521 Insurance - Subscriptions and membership 497 Repairs and maintenance - Expenses (repaid)/paid for associated charity (406) Consultancy - Office rent and running costs - Marketing and publicity 149 Activity costs 8,909 Subsistence and travel 7 Training - Total payments 65,014 Net income / (expenditure) 11,081 Transfers between funds 158 Net movement in funds 11,239 Fund balances brought forward 36,895 Fund balances carried forward (3) 48,134 |
2022 Restricted funds £ 141,347 - - - - 141,347 62,358 770 1,472 711 173 2,889 - 42 328 540 1,147 1,927 2,009 - - 58 5,545 - - 127 - 80,096 61,251 (158) 61,093 21,625 82,718 |
2022 Total funds £ 149,321 20,000 9,215 1,318 848 36,740 217,442 114,974 770 2,164 857 769 2,889 287 42 328 540 2,668 1,927 2,506 - (406) 58 5,545 149 8,909 134 - 145,110 72,332 - 72,332 58,520 130,852 |
2021 Total funds £ 91,530 10,000 100 - - 27,451 129,081 84,992 575 1,034 685 - - 300 - 521 540 8,127 - 952 11 406 - 10,651 - - - 1,596 110,390 18,691 - 18,691 39,829 58,520 |
|---|---|---|---|
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Kirklees Visual Impairment Network
Statement of assets and liabilities
| as at 31 March 2022 2022 Unrestricted £ Cash funds Cash at bank 48,038 Cash in hand 96 Total cash funds 48,134 Other monetary assets Insurance prepaid Debtor for Optometry student training |
2022 Restricted £ 82,718 - 82,718 |
2022 Total £ 130,756 96 130,852 £ 788 400 1,188 |
2021 Total £ 58,483 37 58,520 |
|---|---|---|---|
Assets retained for the charity's own use Computer equipment including laptops, software and printers Braille equipment including a pen and display Stereo digitizer Smartview magnifier Various other items of electronic and office equipment
The association also holds equipment on loan from several suppliers for demonstration purposes.
| Liabilities Grant received in advance for funding from 1 April 2022 Independent examination |
£ 42,618 600 43,218 |
|---|---|
The financial statements were approved by the board of trustees on 20/09/2022
David Quarmby (Trustee)
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Kirklees Visual Impairment Network
Notes to the accounts
for the year ended 31 March 2022
1 Accounting policies
Basis of accounting
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
Taxation
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Designated funds are unrestricted funds earmarked by the trustees for particular purposes.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
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Kirklees Visual Impairment Network
Notes to the accounts continued
for the year ended 31 March 2022
| 2 Grants and donations Big Lottery (BL) Northern Rail (NR) Kirklees Council (KMC) Health Your Way Inclusive Volunteering Fund Energy Doctor Groundwork Tesco One Community Judith and Neil Charlesworth Fund Thomas Pocklington Trust Thornton Lodge Masons Donations 3 Restricted funds BL - Reaching Communities BL - Building capabilities KMC Community Plus Groundwork Tesco Batley project KMC Keep fit One Community Covid 19 fund Judith and Neil Charlesworth Fund KMC Community Champions One Community NR Rural Communities project |
Balance b/f £ 10,404 7,260 40 2,665 613 525 118 - - - 21,625 |
2022 Unrestricted funds £ - - - - 515 250 - - - - - 7,209 7,974 Receipts £ 76,133 - - - - - - 21,096 1,500 42,618 141,347 |
2022 Restricted funds £ 76,133 42,618 21,096 1,500 - - - - - - - - 141,347 Payments £ 67,858 - - - - - - 12,238 - - 80,096 |
2022 Total funds £ 76,133 42,618 21,096 1,500 515 250 - - - - - 7,209 149,321 Transfers £ 7,260 (7,260) (40) - - - (118) - - - (158) |
2021 Total funds £ 60,906 - - - - - 1,000 4,361 987 8,400 2,000 13,876 91,530 Balance c/f £ 25,939 - - 2,665 613 525 - 8,858 1,500 42,618 82,718 |
|---|---|---|---|---|---|
Fund name
BL - Reaching Communities BL - Building capabilities
Purpose of restriction
Towards the Smart VIs project for 5 years. To build the sustainability of the organisation.
The transfer relates to an expense for building sustainability posted to Reaching Communities in previous years in error.
KMC Community Plus Groundwork Tesco Batley project
KMC Keep fit One Community Covid 19 fund Judith and Neil Charlesworth Fund
KMC Community Champions
One Community NR Rural Communities project
For work in Batley. The balance has been transferred to unrestricted funds.
Towards volunteer sighted guide training costs including travel, publicity and equipment.
Towards a Keep Fit programme for VIs. Covid emergency fund.
To buy and trial the accessibility of equipment. The small balance has been transferred to unrestricted funds.
The Community Champions project, delivered with the use of our mobile sight loss centre, was aimed at raising awareness of the need for Covid vaccination and testing as well as the more general promotion of our services.
To run a working age group.
To take our services into the rural communities of South Kirklees through the use of our mobile sight loss centre, and visits to supported housing schemes. We will provide one to one support and establish new groups.
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Kirklees Visual Impairment Network
Notes to the accounts continued
for the year ended 31 March 2022
4 Related party transactions
Trustee expenses
No trustee received any expenses during this year or the previous year.
Trustee remuneration and benefits
No trustee received any remuneration or benefit during this or the previous year.
Other transactions with trustees or related parties
| Other transactions with trustees or related parties Trustees in common Recharge of wages Name of trustee or related party Relationship to charity Description of transaction Society for the Blind of Dewsbury Batley and District Recharge of expenses |
2022 £ 36,740 639 37,379 |
2021 £ 27,451 1,158 28,609 |
|---|---|---|
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