## Kirklees Visual Impairment Network
Charity number 1160580
## Annual Report and Financial Statements
for the year ended 31 March 2022
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Group's logo
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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**
1
## 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.
2
## 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)
3
## 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
4
## 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|
|---|---|---|---|
5
## 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)
6
## 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.
7
## 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.
8
## 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|
|---|---|---|
9