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2025-05-31-accounts

TRUSTEES’ ANNUAL REPORT 01/06/24 – 31/05/25

Kindred Minds - CIO registered in England and Wales (1161849) Kindred Minds, The Activity Room, 1[st] Floor, Lee Valley Millennium Centre, Childwall Valley Road, Liverpool L25 2PR - Email kindredmindsliverpool@gmail.com

Facebook Kindred Minds Merseyside.

1. INTRODUCTION AND PERFORMANCE/ACTIVITIES

CHARITABLE STATUS AND OBJECTS

The organisation was first constituted in April 2012. The charity was incorporated as a Charitable Incorporated Organisation with the Charity Commission on 27/05/2015, under the terms of the Memorandum and Articles of Association dated 23/03/2015

The objects of the charity are:

To relieve the needs and to promote and preserve the good mental and physical health of those suffering from any form of mental ill health resident in the Merseyside area but not exclusively by:

A) The provision of help, support, and advice through peer support;

B) The promotion of social inclusion by providing access to creative health and wellbeing activities;

C) To provide a "safe place" where information, problems and experience can be exchanged and discussed; and

D) Promoting a better understanding of mental health and helping to reduce the stigma, oppressive attitudes and behaviours associated with it.

PRINCIPAL ACTIVITY

Our organisation was born out of the need to provide a safe place where people with poor mental health could meet to offer each other support.

We are based in Liverpool and run activities using space and facilities from our base in Lee Valley Millennium Centre Belle Vale L25. We also deliver from time-to-time activities at other sites across Liverpool and visit various locations as part of the excursions/walking activities.

Overall, our work assists our service users with their mental health recovery and wellness, which enables them to lead more positive, confident, and active lives both in society and with their families.

REVIEW OF THE BUSINESS/OPERATIONS

Organisation and administration

The charity's board of Trustees meet every 6 weeks. The charity employed one part-time staff member in the year under review as well as engaging freelancers/self-employed workers to support the trustees with the development of the charity and its programme and to provide sessions/workshops/courses as part of the programme of activity. The charity is significantly volunteer-led and has in-kind support from various stakeholders including Lee Valley Millennium Centre.

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The trustees of the charity during the year under review were:

Members

All Trustees are the members – there is currently no wider membership. The charity is limited by guarantee and does not have share capital, and therefore the trustees have no beneficial interest in the share capital of the charity. All Trustees are members of the Board of Trustees, and do not receive remuneration for their services in this capacity.

Training and capacity: In the period, trustees have attended training delivered by EAEL on the new handbook of policies and procedures to support their new role as direct employers of Activities and Volunteer Coordinator. Induction training was delivered remotely to our newly appointed Trustee Sakthi. Trustees also built on their outward facing duties, representing the charity at Rotary function, coordinating activities for Christmas Party and supporting Ukelele group at outside performances.

During this period, we held a Strategic Planning Day on 17[th] December 2024 which focussed on strategies to continue business delivery during a period of transition between funding sources. They confirmed plans for continuing fundraising as well as continency in the shape of a pro-rata programme in the event of reduced revenue. Trustees carried out their annual review of Kindred Minds’ risk register.

ACTIVITIES AND ACHIEVEMENTS JUN 2024– MAY 2025

Our charitable work and programme in this period were supported by John Moores Foundation, Suicide Prevention Grant, Eleanor Rathbone Charity, National Lottery Community Fund, PH Holt Foundation, Pilkington Charity Fund, LCVS, Rotary Liverpool South. We held a Summer Fayre in July 2024 and a Christmas Party fundraiser in December 2024.

We offered a varied programme of support and activities (a mix of former, adapted and pilot) in the period of reporting. By the end of the reporting period, we had 257 registered service users, an increase of 86 registered service users over the 12-month reporting period. 103 unique individuals attended activities.

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Details of our activities are as follows:

Figure 1

An independent evaluation has been carried out to gauge the positive impact these activities have on the mental health of Kindred Minds service users. Below are verbatim quotes provided by service users who made use of the “comments” section after the questions in two surveys, grouped under the overarching outcomes of the project to illustrate how the outcomes are being met.

1. Improved mental health recovery and wellness, enabling service users to lead more positive, confident and active lives both in society and with their families.

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2. Reduced boredom, isolation and reduce self-isolation through uptake of activities and support services and the formation of self-help and user led clubs generating a sense of purpose, unity and togetherness.

3. Increased energy levels, mood and motivation - Often those with enduring mental health conditions both the medication or the symptoms of their condition can suppress energy levels, activity levels, experience low mood or motivation, anxiety etc.

4. Facilitating the forging of new friendships and building of relationships

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5. Increased self-confidence and self-worth

VOLUNTEERS & BENEFICIARIES

In total we had 2 volunteers delivering support to members alongside workshop facilitators and offering self-led creative writing and needlework opportunities to fellow members.

100% of our beneficiaries were people living with a mental health condition or have/are experiencing mental ill health.

We have captured most of the ages of our service users, the majority are over 55 years of age.

Promotion and sharing of our work: we have maintained our relationships with sector organisations, including local NHS commissioners, LCVS, Healthwatch, Richmond Fellowship, and PSS amongst others. We’ve continued to engage with social prescribers and take referrals through this pathway, including Citizen’s Advice Liverpool, Life Rooms, and local GP practices. This is enabling us to reach new service users which is evident in the increase in engaged service users.

Kindred Minds continues to promote our work via targeted mailings, Facebook, and Instagram. Our own dedicated website has been updated and flyers, posters, word of mouth, health directories and informal community feedback networks are used to reach out to our beneficiaries.

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THANKS & ACKNOWLEDGEMENTS

We would like to thank all the people involved in keeping the charity relevant and successful at meeting the needs of our beneficiaries. Andy Kerr (Programme Manager) and Carol Soutar (Activity and Volunteer Coordinator) have provided continuity and insightful support to our offer.

We also give thanks to all the brilliant team of sessional workers that have successfully and productively provided services throughout the year, including Cath (Yoga), Angela (Tai Chi), Narissa (Arts & Crafts), Clare (Peer Led Art), Alex (Pottery), Elaine (Ukulele), Kath (Pinto Art) Viv (Cookery Club and Bread Making) and all who support our community through their time and talent.

Thanks also go to Denise Bernard (Momentum Expedite Consultancy LTD) who continues to support Kindred Minds in a consultancy capacity, following 4 years spent as our development worker. Her support, insight and continued commitment to the charity have been invaluable in moving the charity forward.

We’d like to give thanks to Christine (Belle Vale centre manager) and Viv, Faye, Joe, Ryan and all the team (Valley Community Food hub) for their support, in particular regarding supporting our coffee mornings and positive promotion of our work.

Our sincere thanks also go to our funders for their continued support of our mission and core work: John Moores Foundation, Eleanor Rathbone Charity, PH Holt Foundation, National Lottery Community Fund, Pilkington Charity Fund, Rotary Liverpool South. Additional thanks to Liverpool City Council Community Impact Fund and Suicide Prevention Grant for supporting additional add-on projects.

Finally, our thanks go to our fellow trustees for their tireless efforts, commitment, and tenacity.

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2. 2024-25 TREASURER’S FINANCIAL REPORT INCLUDING INDEPENDENT EXAMINERS REPORT AND RECEIPTS AND PAYMENTS ACCOUNTS

FINANCE

Income/funds are generated through:

YEAR UNDER REVIEW

The Receipts and Payments Accounts appended show a total income for the year of £71,544, a total expenditure of £54,980.

At 31/05/2025 the charity carries forward £37,458 which represents a restricted fund balance of £36,764, all of which is for committed spend in the 25/26 financial year; and an unrestricted fund balance of £694.

FUTURE STRATEGY

The charity holds a planning event annually. As well as the usual focus on the needs of our beneficiaries, evaluation of our work and our ability to manage the charity effectively, we have developed a detailed funding strategy to support the delivery of our activities over the coming 5 years. We are reliant on securing grants and donations to support our work. The charity was successful in being awarded The National Lottery Community fund grant funding for 5 years for the period Apr 25 – Mar 30 representing a significant portion of the resources needed. A plan to build up matched funding to fulfil our proposed programme is underway, with significant funds already secured for expenditure in the coming financial year.

RESERVES POLICY

The charity’s reserves policy is to build up the equivalent of 3-months’running costs. Since the charity has no trading income, the focus is on donations and our own fundraising events (Summer Fair and Christmas Party) to assist in achieving this policy. The trustees are continuing to review this strategy and to identify additional ways in how this can be achieved over the next 3 years.

RISK REVIEW

The charity can only deliver its activity programme if grants or donations are secured. Our 5- year grant funding award from The National Lottery Community Fund award for 2025 to 2030 has mitigated the risk to Kindred Minds and a robust match funding plan is underway. Activities have been pro rated to fit within the funds secured and additional activities will be added to the programme as match funds continue to be secured.

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The charity will continue to identify alternative funders in the event any of the applications for succession funding, are unsuccessful. The priority in 2025-2026 is therefore to secure funding for the continuation of core programme.

Julie Johnson Honorary Treasurer

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CHARITY COMMISSION FOR ENGLAND ANO WALES 1161849 Receipts and payments accounts CC16a For the perii)d OIKW2024 To 3110512025 Section A Receipls and payments Unre8tricted fvnds Restrscted Suicide Prevention Grant Tolal funds L¥61 y•ar A1 Recelpts Gr&nt I￿Ome - Natio￿01 Lottety CuntnurytyFu -JMF - LCVS . P FourwJab( s￿L(l¢Ee P￿ven￿on Grant Pilkinglon ChaNty FuThJ - EL Ralhbune - Allon L3na Fujndati 3S.052 4.259 10,ODO 1ffjr#)J 9,IJOD $31 531 Sub total (Gr(w income for AR) 531 71. 50.15 an Isee tablel. Inv Sub total Total rneglpts 531 71,514 159 A3Pa ents Pro1￿1 costs Sessi¢iial WDthets TTrning ￿￿￿sEs Rèni Tdcphone & Ini&i*t E￿niC¢Sts 4iJIpmeni TravÈl & SLJb&thi¢e P￿rn￿n9. &st8ltts knSLirance Ac¢nuntancyfeÈs Prof8$$10￿4 lees P￿lICkIY1 PttJmDkns 4109 Je.BS2 30.1 72 Z970 100 2.533 654 10D 123 462 1¥2 1,1171 1.056 632 100 100 4452 314 673 Sub total 910 A4 Asset and in¥estm¢nt Sub tolal Totalpaymenls 54.gB Net ofrecwpts/(paymertts) A5 Transfers between fvnds - Pfior ye8r SPG expenditure A6 Cash lund$ last year end Cash funds thls yearend 552 511 t6 1.605 20.894 CCXX R1 &c4)unts ISSI

Section B Statement of assets and liabilities at the end of the period UnrestriGled fiJnd$ Restricted funds ID nearest£ Endowfftellt funds tonearesl £ 81 Cash funds Tot1 cash funds 36.764 Unrestrl¢t8<f Restricitd funds funds tomrnt£ Endowment funds to Dearest£ Cost ltytsJn Cwr4nt valu B3 Investmont assets FundtowhKh C06tl•)Ptkn*ii curf•Tht￿1 B4 Assets retained for the eharlty's own u¥• Wthon du• k)n B5 Liabilitlfjs 1?00 slyn￿ by Orts￿ trusteès on b8haKof all the Iw$lees Date of roval Sb3nature Print N8rr CCXX R2 accwnts ISSI

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinefs Report ::*: Report to the truste85 Kindred Minds On accounts for the year ended 31105125 Charity no (if any) 1161849 Set out on pages IremembeT lo InGlude the p39e number5 ol addfLional sheeisi I report to the trustees on my examination of the accounts of the above charity {"the Trust'l for the year ended 3110512025. Responsibilities and basls of raport As the charity's trustees, you are responsible for the preparation of the accounts in accordance wilh the requirements of the Charities Act 2011 {Ihe Act"). I report in respect of my examination of the Trust's accounts Carried oul under section 145 of the 2011 Act and 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 I have completed my examination. I confimi that no material matters have examlner's Statement come to my attention in connection with the examination {olher than that disclosed below "I which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act,. or the accounts did not accord with the accounting records.. or the accounts did not comply with the applicable requirements conceming the fom and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair. view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examinalion lo which attention should be drawn in this report in order to enable a proper underslanding of the accounts to be reached. Signed". Date: 2410912025 Name: Paul Taylor Relevant professional qualification{s) or body lif any): ACCA IER Oct 2018

Addr888: 74 Brook Valè Liverpool L22 3YB Section B Disclosure Only complete if the exatniner needs to highlighl material matt8rs of concern (see CC32, Independent examlnatlon of Gharily accounts.. directions and guidance for examiners). Glve here brlaf datalls of any Items that the examlner wlshe8 to d18close. IER Oct 2018