2024-06-30-accounts - Respite At Home Volunteers West Mid Beds & Ivel Valley

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

REGISTERED CHARITY NUMBER 1161178

REPORT OF THE TRUSTEES

AND

FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2024

FOR

RESPITE AT HOME VOLUNTEERS WEST MID BEDS AND IVEL VALLEY

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2024

Report of the trustees

Chairman and Treasurer Report

Financial Statement Declaration Statement of Financial Activities

Balance Sheet

Notes to the Financial Statements

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024

ended 30 June 2024.

Accounting standard

by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102), and the Charities Act 2011

Independent Examination

The charity’s income for the year ended 30 June 2024 was less than £25,000 and therefore, for this year, an independent examination is not required.

OBJECTIVES AND ACTIVITIES

Objectives and aims

The objective of the CIO is to protect and preserve the health of families, carers and friends su`ering from life-limiting illness by the provision of hospice-type community care/a home service in the West Mid and Ivel Valley areas of Central Bedfordshire.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is a Charitable Incorporated Organisation (CIO) controlled by its governing document; a constitution dated 4 November 2014.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity number: 1161178

Trustees: Mr G Mackey Ms C Thompson Ms J Hallworth Mr M Smith Mr. T W G Thurley

Treasurer

David J Hallworth ACIB 7 Windsor Close Flitwick Bedford MK45 1PT

Report on Charitable Activities for the year ended 30 June 2024

Chairman & Treasurers Reports

This year has seen the charity continue its mission to bring comfort to those with life limiting illness whilst o`ering respite to those who love and care for them full time.

Kevin and Sue Clifton. I am confident that the groundwork they have laid has given us the strength, resilience, and passion to continue their work for many years to come.

Indeed, it was an incredible honour to be able to attend our birthday celebration this year and see so many of our friends, volunteers, donors, and supporters gathered in one place. It is abundantly clear to me that our place in the community is solid, and the need remains strong. Thank you to everyone who both organised the event and those who attended!

Of course, running a successful and viable charity is probably more di`icult than it has ever been. The national economic picture is cloudy and uncertain, the pool of willing volunteers appears to be ever shrinking after the Covid pandemic where we were inundated with those wanting to give back to society, and the vast depth of need, given the crisis in our NHS, is ever expanding.

You may quite rightly ask me, ‘why are you here tonight looking so relaxed and happy?’. Quite simply, the enormous wealth of this charity lies in the gold dust of the people who work so diligently for us. From the committee and trustees who give of their time, expertise and passion for their communities, to our volunteers who visit those with life limiting illness and give so much of their own souls to those in need to Nicola, who lives and breathes the charity and oozes our values. None of what we have accomplished could have been done without each and every person associated with this wonderful organisation in every conceivable capacity.

People are our business and whether it’s our clients, our supporters or our volunteers and Nicola, I want to o`er you all the thanks I possibly can for what you do for us. Words are inadequate to convey what you mean to us.

This year has also seen us expand the community café project we have been working on. The success of this project underlines the importance of tackling loneliness in society and the huge benefit of human contact in keeping people fit, healthy and mentally strong. I am sure Nicola will expand on the project, and I best not steal her thunder.

The role of the committee this year has very much been that of ‘back to normal’ after the massive challenges experienced over the past few years. We have come to terms with losing the certainty of the Big Lottery Grant which we secured with our former partners in Isabel and Garden House Hospices. We have also luckily moved on from the global pandemic and all which that meant to us.

This has meant that inevitably, our gaze should turn to seeking funding opportunities in a variety of places. In this, Nicola has excelled. I am pleased to see her out and about, hear, there and everywhere, spreading the word and shaking the tin to keep us in the black. Indeed, Nicola can be very proud of have achieved a number of significant grants and donations, and

supplementing these with numerous tombolas, rales, special event and other grants. Seeing the money coming in on a weekly basis takes much of the financial worry o and allows us to focus our e`orts on those who are in need of our care.

Given the breadth of the work now undertaken, we are always on the lookout for additional members of our committee. It has been a real struggle to recruit specialist roles. This has been especially evident since we lost our last treasurer at the start of my tenure as Chairman.

We have been lucky to have Terry Thurley step in to help us in a limited capacity. This has meant that we have struggled to fully complete the functions that role entails. This is particularly true for the keeping of the books and submission of our accounts to the Charity Commission where we are past due. I am pleased to say that we have a solution in the pipeline to have this deficiency remedied in the near future.

As such, I hope to have our accounts ready for inspection and approval soon with the process for the past year's accounts completed on schedule for April next year. That said, the bank balances remain in the black:

Community Account: £4,514.11 Business Account: £8,972.82 (Correct as of 18h00 28/10/2024)

In conclusion, I want to thank you all for coming out on a miserable October evening to support us. Thank you for all you to and for being such an integral part of the Respite at Home Volunteers West Mid Bedfordshire and Ivel Valley family. Here’s to another 25 years!

Gareth Mackey Chairman Respite at Home Volunteers West Mid Beds & Ivel Valley

Approved by order of the board of trustees on 2 December 2024

And signed on its behalf by:

…............................ Gareth Mackey

Financial Statements Declaration

on........................, and are signed on behalf of the trustees by:

…………………………. Gareth Mackey

Date: 2 December 2024

Respite at Home Volunteers West Mids Beds and Ivel Valley

Respite at Home Volunteers West Mid Beds and Ivel Valley	Respite at Home Volunteers West Mid Beds and Ivel Valley	Respite at Home Volunteers West Mid Beds and Ivel Valley	Respite at Home Volunteers West Mid Beds and Ivel Valley	Charity No:1161178	Charity No:1161178
Statement of Financial Activities
	01-Jul-23	To	Period end date	30-Jun-24

Unrestricted funds Restricted funds Endowment funds Total this year Total last year £ £ £ £ £	Unrestricted funds Restricted funds Endowment funds Total this year Total last year £ £ £ £ £	Unrestricted funds Restricted funds Endowment funds Total this year Total last year £ £ £ £ £

10,850	10,850	17,674
6,767	6,767	7,345
5,194	5,194	410
238	238	29

23,049	23,049	25,459


18,448	18,448	17,044
1,291	1,291	734
824	824	743
1,680	1,680	1,903
773	773	1,614
198	198
1,734	1,734	1,488
489	489	402
727	727	327
662	662	662
262	262	201
195	195	252
943	943	692
692	692	1,009
11	11	141
605	605
548	548
176	176
30,256	30,256	27,213
(7,208)	(7,208)	(1,754)

(7,208)	(7,208)	(1,754)



(5,500)	(5,500)
(12,708)	(12,708)	(1,754)
24,482	24,482	26,236
11,774	11,774	24,482

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Respite at Home Volunteers West Mids Beds and Ivel Valley Section B Balance sheet

Unrestricted funds £	Restricted funds £	Endowment funds £	Total this year *Total last* *year* £ £	Total this year *Total last* *year* £ £
662	-	-	662	1,324
-	-	-	-	-
-	-	-	-	-
662	-	-	662	1,324

-	-	-	-	-
579	-	-	579	399
-	-	-	-	-
18,437	-	-	18,437	24,943
19,016	-	-	19,016	25,342

2,404	-	-	2,404	2,184

16,612	-	-	16,612	23,158

17,274	-	-	17,274	24,482

-	-	-	-	-
5,500	-	-	5,500	-

11,774	-	-	11,774	24,482

11,774			11,774	24,482
	-		-	-
		-	-	-

11,774	-	-	11,774	24,482

Signature		Date of approval Print Name
		Gareth Mackey

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts

Note 1 Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

These accounts have been prepared on the basis of historic cost (except that investments are shown at market value) in accordance with:

Accounting and Reporting by Charities – Statement of Recommended Practice (SORP 2005);
and with Financial Reporting Standards (FRS 102)
and with the Charities Act.

1.2 Change in basis of accounting

There has been no change to the accounting policies (valuation rules and methods of accounting) since last year (§ except for the following).

Give details in this box of any material changes that have been made. None

1.3 Changes to previous accounts

No changes have been made to accounts for previous years.

Give details in this box of any material changes that have been made.

§§ if no changes have been made to accounts for previous periods then delete these words.

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 2 Accounting policies

This standard list of accounting policies has been applied by the charity except for those deleted. Where a different or additional policy has been adopted then this is detailed in the box below.

INCOMING RESOURCES
Recognition of incoming	These are included in the Statement of Financial Activities (SoFA) when:
resources	· the charity becomes entitled to the resources;
	· the trustees are virtually certain they will receive the resources; and
	· the monetary value can be measured with sufficient reliability.
Incoming resources with related	Where incoming resources have related expenditure (as with fundraising or contract income) the incoming
expenditure	resources and related expenditure are reported gross in the SoFA.
Grants and donations	Grants and donations are only included in the SoFA when the charity has unconditional entitlement to the
	resources.
Tax reclaims on donations and gifts	Incoming resources from tax reclaims are included in the SoFA at the same time as the gift to which they relate.
Contractual income and performance	This is only included in the SoFA once the related goods or services have been delivered.
related grants
Gifts in kind	Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the amount actually realised.
	Gifts in kind for sale or distribution are included in the accounts as gifts only when sold or distributed by the charity.
	Gifts in kind for use by the charity are included in the SoFA as incoming resources when receivable.
Donated services and facilities	These are only included in incoming resources (with an equivalent amount in resources expended) where the
	benefit to the charity is reasonably quantifiable, measurable and material_._The value placed on these resources is
	the estimated value to the charity of the service or facility received.
Volunteer help	The value of any voluntary help received is not included in the accounts but is described in the trustees’ annual report.
Investment income	This is included in the accounts when receivable.
Investment gains and losses	This includes any gain or loss on the sale of investments and any gain or loss resulting from revaluing investments
	to market value at the end of the year.
EXPENDITURE AND LIABILITIES
Liability recognition	Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out
	resources.
Governance costs	Include costs of the preparation and examination of statutory accounts, the costs of trustee meetings and cost of
	any legal advice to trustees on governance or constitutional matters.
Grants with performance conditions	Where the charity gives a grant with conditions for its payment being a specific level of service or output to be
	provided, such grants are only recognised in the SoFA once the recipient of the grant has provided the specified
	service or output.
Grants payable without performance	These are only recognised in the accounts when a commitment has been made and there are no conditions to be
conditions	met relating to the grant which remain in the control of the charity.
Support Costs	Support costs include central functions and have been allocated to activity cost categories on a basis consistent
	with the use of resources, eg allocating property costs by floor areas, or per capita, staff costs by the time spent
	and other costs by their usage.
ASSETS
Tangible fixed assets for use by	These are capitalised if they can be used for more than one year. They are valued at cost or a reasonable value on
charity	receipt.
Investments	Investments quoted on a recognised stock exchange are valued at market value at the year end. Other investment
	assets are included at trustees' best estimate of market value.
Stocks and work in progress	These are valued at the lower of cost or market value.
POLICIES ADOPTED
ADDITIONAL TO OR DIFFERENT
FROM THOSE ABOVE

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 3 Analysis of incoming resources

Incoming resources may be further analysed if this would help the reader of the accounts.

Analysis	This year Last year £ £	This year Last year £ £
Grants	10,850	17,674
	-	-
	-	-
	-	-
	-	-
Total	10,850	17,674

Fund raising events	6,767	7,345
	-	-
	-	-
	-	-
	-	-
Total	6,767	7,345

Bank interest	238	29
	-	-
	-	-
	-	-
	-	-
Total	238	29

Donations	5,194	410
	-	-
	-	-
	-	-
	-	-
Total	5,194	410

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 4 Analysis of resources expended

Resources expended may be further analysed if this would help the reader of the accounts.

Analysis	This year Last year £ £	This year Last year £ £
Fund raisingcosts	943	692
	-	-
	-	-
	-	-
	-	-
Total	943	692

	-	-
	-	-
	-	-
	-	-
	-	-
Total	-	-

	-	-
	-	-
	-	-
Total	-	-

	-	-
	-	-
	-	-
	-	-
	-	-
Total	-	-

	-	-
	-	-
	-	-
Total	-	-

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 5 Support Costs

Please complete this note if the charity has analysed its expenses using activity categories and has support costs.

Support cost type	Fundraising activity £	Charitable Activity £	Governance Activity £	Total Cost £
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
Total	-	-	-	-

Note 6 Details of certain items of expenditure

6.1 Trustee expenses

Please provide details of the amount of any payment or reimbursement of out-of-pocket expenses made to trustees or to third parties for expenses incurred by trustees. If no expenses were paid, please enter ‘None’ in the appropriate box(es).

*parties for expenses incurred by trustees. If no expenses were paid,* *please enter ‘None’ in the appropriate box(es).*
Number of trustees who were paid expenses Nature of the expenses Total amount paid	This year	Last year
	1	1
	Travelling to visit clients	Travelling to visit clients
	£174.60	£345.30

6.2 Fees for examination or audit of the accounts

Please provide details of the amount paid for any statutory external scrutiny of accounts and other services provided by your independent examiner or auditor. If nothing was paid please enter NONE in the appropriate box(es).

Independent examiner’s or auditors' fees for reporting on the accounts Other fees (for example: advice, consultancy, accountancy services) paid to the independent examiner or auditor

This year £	Last year £
£0	£0

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Respite at Home Volunteers West Mids Beds and Ivel Valley Section C Notes to the accounts (cont)

Note 7 Paid employees

Please complete this note if the charity has any employees.

7.1 Staff Costs

Total staff costs	This year £	Last year £
	18,448	17,044
	1,291	734
	824	743
	20,562	18,521

oyees in the year	This year Number	Last year Number
Fundraising	1	1
Charitable Activities	1	1
Governance	1	1
Other	1	1
Total	1	1

Gross wages, salaries and benefits in kind Employer’s National Insurance costs Pension costs The parts of the charity in which the employees work

7.3 Defined contribution pension scheme

Please complete if a defined contribution pension scheme is operated. Brief details of the scheme

Scheme operated by Nest. On eligilble earnings, 3% employer contribution and 5% employee. The employee contribution is paid by the employer.

The costs of the scheme to the charity for the year The amount of any contributions outstanding at the year end The amount of any contributions prepaid at the year end

This year	Last year
£	£
0	0
79	68
0	0

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 8 Grantmaking

Please complete this note if the charity made any grants or donations which in aggregate form a material part of the charitable activities undertaken.

8.1 Total value of grants

*charitable activities undertaken.* 8.1 Total value of grants
Purpose for whichgrants made	Grants to institutions Total amount £	Grants to individuals Total amount £
None	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
*Total*	-	-

8.1 Grantmaking costs

If the charity’s accounts are prepared on the “activity basis” please give details of any support cost associated with grantmaking. Please enter “Nil” if the charity does not identify and/or allocate support costs.

Support costs of grantmaking

8.3 Grants made to institutions

If the charity has made grants to particular institutions that are material in the context of its grantmaking please give details of the institution supported, purpose of the grant and total paid to each institution listed. Sufficient information should be given to provide a reasonable understanding of the range of institutions supported.

Names of institutions	Purpose	Total amount of grants paid £
None		-
		-
		-
		-
		-
		-
		-
		-
		-
		-
*Total grants to institutions*		-

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 9 Tangible fixed assets

Please complete this note if the charity has any tangible fixed assets

9.1 Cost or valuation

9.1 Cost or valuation
Balance brought forward Additions Revaluations Disposals Transfers * Balance carried forward	Freehold land & buildings £	Other land & buildings £	Plant, machinery and motor vehicles £	Fixtures, fittings and equipment £	Payments on account and assets under construction £	Total £
	-	-	-	6,874	-	6,874
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	6,874	-	6,874

9.2 Accumulated depreciation and impairment provisions

SL or RB	SL or RB	SL or RB	SL	SL or RB	SL or RB
			3 years
-	-	-	5,549	-	5,549
-	-	-	662	-	662
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	-	-	-
-	-	-	6,211	-	6,211

-	-	-	1,324	-	1,324
-	-	-	662	-	662

9.4 Revaluation

If any fixed assets have been revalued please give details of the valuer and method of valuation

* The "transfers" row is for movements between fixed asset categories.

** Please indicate the method of depreciation by deleting the method not applicable (SL = straight line; RB = reducing balance). Also please indicate the rate of depreciation: for straight line, what is the anticipated life of the asset (in years); for reducing balance, what is the percentage annual deduction.

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 10 Investment assets

Please complete this note if the charity has any investment assets.

10.1 Fixed assets investments

Add/(deduct):net gain/(loss) on revaluation Carrying (market) value at beginning of year Carrying (market) value at end of year Add:additions to investments at cost Less:disposals at carrying value	£
	-
	-
	-
	-
	-

Please provide below:

10.2 A breakdown of the market values of investments shown above agreeing with the balance sheet row B03.

10.3 A breakdown of the income from investments agreeing with SOFA row S03.

Analysis of investments Other investments Total Investment properties Securities not listed on a recognised Stock Exchange Cash held as part of the investment portfolio Investments listed on a recognised stock exchange or held in common investment funds, open ended investment companies, unit trusts or other collective investment schemes Investments in subsidiary or connected undertakings and companies	10.2 Market value at year end £	10.3 Income from investments for the year £
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
	-	-

10.4 Material investment holdings

If any single investment is material in terms of its value (for example represents more than 5 per cent of the value of the charity’s total investments) please provide details.

Investment held

Market Value

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 11 Debtors and prepayments

Please complete this note if the charity has any debtors or prepayments.

Amounts falling due within one year	Amounts falling due within one year	Amounts falling due after more than one year	Amounts falling due after more than one year
This year £	Last year £	This year £	Last year £
-	-	-	-
-	-	-	-
130	-	-	-
449	-	-	399
579	-	-	399

Note 12 Creditors and accruals

Please complete this note if the charity has any creditors or accruals.

12.1 Analysis of creditors

Amounts falling due within one year	Amounts falling due within one year	Amounts falling due after more than one year	Amounts falling due after more than one year
This year £	Last year £	This year £	Last year £
1,822	-	-	1,515
582	-	-	494
	-	-	-
	-	-	175
-	-	-	-
2,404	-	-	2,184

12.2 Provisions for liabilities and charges

Amounts falling due within one year	Amounts falling due within one year	Amounts falling due after more than one year	Amounts falling due after more than one year
This year £	Last year £	This year £	Last year £
	-	5,500	-
	-	-	-
-	-	5,500	-

12.3 Security over assets

If any loan, overdraft or other creditor holds a charge or other security over any assets of the charity please provide details.

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 13 Endowment and restricted income funds

Please complete this section if the charity has any endowment or restricted income funds.

13.1 Funds held

Please give a brief description of any of the following type of funds held by the charity:

permanent endowment funds (PE);
expendable endowment funds (EE); and
restricted income funds, including special trusts, of the charity (R).

Type PE, EE or Fund Name Purpose and Restrictions R

13.2 Movements of major funds

Please give details of the movements of the major funds summarised in the restricted and endowment columns of the Statement of Financial Activities.

*of Financial Activities.*
Fund names	Fund balances brought forward £	Incoming resources £	Outgoing resources £	Transfers £	Gains and losses £	Fund balances carried forward £
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
	-	-	-	-	-	-
Total Funds	-	-	-	-	-	-

13.3 Transfers between funds

Please give details of any transfers between funds.

From Fund (Name) To Fund (Name) Reason Amount

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Respite at Home Volunteers West Mids Beds and Ivel Valley

Section C Notes to the accounts (cont)

Note 14 Transactions with related parties

If the charity has any transactions with related parties (other than the trustee expenses explained in note 6) details of such transactions should be provided in this note. If there are no transactions to report, please enter “None” in the relevant boxes.

14.1 Remuneration and benefits

Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee or other related parties by the charity or any institution or company connected with it.

Name of trustee or connected party	Amounts paid or benefit value	Amounts paid or benefit value
	This year £	Last year £
None

14.2 Loans

Please give details of and amounts owing to or from the charity’s trustees or other related parties by the charity at the year end.

Name of trustee or connected party	Amount owing	Amount owing
	This year £	Last year £
None
None

14.3 Other transaction(s) with trustees or related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a trustee or related party has a material interest.

*interest.*
Name of the trustee or relatedparty	Relationship to charity	Description of the transaction(s)	This year £	Last year £
None

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Respite at Home Volunteers West Mids Beds and Ivel Valley Section C Notes to the accounts (cont)

Note 15 Additional Disclosures

The following are significant matters which are not covered in other notes and need to be included to provide a proper understanding of the accounts. If there is insufficient room here, please add a separate sheet.

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