## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 01 04 2022 **To** 31 03 2023 ## Section A Reference and administration details **Charity name** Family First **Other names charity is known by Registered charity number (if any)** 1166175 **Charity's principal address** The Hope Centre 10 St Margaret’s Street Ipswich **Postcode IP4 2AT** ## **Names of the charity trustees who manage the charity** ||1
2
3
4
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---|---| |||Dot Cordle|Chair||| |||David Sansom|SafeguardingLead||| |||Jan Baker|||| |||Mark Crawley|||| |||Dan Somers|||| |||Sajini George|||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| |||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| |||**Name**||**Dates acted if not for whole year**|| ||||||| ||||||| ||||||| **Names and addresses of advisers (Optional information)** Nov 2020 1 |**Type of adviser**|**Name**
**Address**|**Name**
**Address**| |---|---|---| |**Patron**|Liz Harsant|| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** - Type of governing document (eg. trust deed, constitution) > [Constitution adopted March 2016] Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Appointed by existing Trustees Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** We have a Disclosure and Barring Service policy for all paid and volunteer staff in place. - You **may choose** to include staff in place. - additional information, where Additional policies include: Children and Vulnerable Adult Protection and - relevant, about: Safeguarding Policy, Data Protection, Use of Mobile Phones, Health and - policies and procedures Safety, Equal Opportunities, Managing Performance, Grievance, adopted for the induction and Complaints, Lone Worker, Risk Management and Anti-Fraud. All have training of trustees; regular (annual/bi-annual) review dates. - the charity’s organisational All trustees give their time voluntarily and receive no remuneration or other - structure and any wider benefits. network with which the charity works; - Any organisational risks are identified and discussed as a monthly trustees - relationship with any related agenda item. parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** The objectives of the CIO is, for the public benefit (and in accordance with Christian principles), the relief of those in need by reason of financial hardship, unemployment, ill health and such other economic or social disadvantage. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory** Our focus is on helping families to help themselves by offering support from a trained Family Volunteer who is able to work with the whole family, helping them to find solutions to their challenges and bringing hope and order to chaotic lives. The aim is to manage their own lives and that of their family. 2 Nov 2020 Once a family is referred to us, our Family Coordinator arranges to meet the family to get to know them and starts to map a family journey, looking at what’s important to them and what they want to see changed. They are then matched with a Volunteer or Family Coordinator who supports the family on a weekly basis encouraging them to take small steps to move towards their goals. There are regular reviews to monitor progress. Referrals are received mainly from Early Help Teams in Suffolk County Council, Schools and Children’s Centres. We continue to work closely with them and other statutory and voluntary agencies. Our organisation works with any family with a child/children aged up to 18, offering long term (up to one year) structured support and mentoring to help families move forward and change their situations. We are committed to working with, serving and relating to all people in our community and are keen to ensure our services are accessible to all types of families regardless of race, religion or belief, age, sexual orientation, gender or gender identity or marital status. We are committed to not only facilitating change in people’s circumstances, but also in how they view themselves so they are empowered to make better choices. The following case study provides one example of how we have been able to support a family: ## **Case Study 209 – Sept 2022** ## **declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** This family was a self-referral, Mum had wanted support for her child’s behavior and mental health. Her 7 year old son was being temporarily excluded from School on many occasions due to unmet needs and he was displaying behaviors that challenge. Her son showed traits of Autistic Spectrum Disorder and ADHD, we supported Mum in accessing the Neurodevelopmental Pathway so her son could be put on the waiting lists for assessment and also access support services. Since then Mum has had support from BEANS (Access Community Trust) who have also helped her to understand and identify his special educational needs. Her son is also now accessing LEAPS holiday club. The support from Family First has helped Mum understand her son’s behaviors, identify triggers and sensory needs. We have also helped support with communication and social issues by giving information and ideas on social stories, routine and boundaries, sleep, toileting, eating healthy foods, dealing with transitions and managing change. When we first started working with Mum she was isolated and said she felt she had little support. She was unable to work as she kept getting called to the school and it was a constant worry for her. Now her son is in the process of having his Education and Health Care Plan (EHCP) updated and completed, he is getting on well in School and enjoys 2 days a week at First Base. His issues with sleep have improved and he is going to bed earlier without technology. They have also made improvements with his toileting. Mum now understands the best way in dealing with meltdowns and she continually tries to expand her knowledge by attending parenting courses and researching online through the information given. Family First applied for a short break and the family were awarded £300 for a weekend away. Mum’s self-esteem and confidence has hugely improved and she now has a hobby of bee keeping, she is also doing a Mathematics course. Mum now has a good support network and keeps herself busy by attending social groups with the Future Female Society and Autism and ADHD. Mum was supported in completing Disability Living Allowance forms and was proud of herself for sending this off. Mum has come a long way in such a short period of time and offered to help volunteer at events for Family First. 3 Nov 2020 ## **Additional details of objectives and activities (Optional information)** We are very grateful for the enormous contribution made by our volunteers. Our team of family volunteers give many hours to listen, support and encourage our families. Without their valuable contribution of time, commitment, enthusiasm and expertise the families would not be able to achieve the goals they had identified. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; We are also trying to grow our team of fundraising and event volunteers to help to raise awareness of the charity, seek and recruit more volunteers and raise funds. In addition, we appreciate and acknowledge the financial support we have received from a range of grant funders. This has enabled us to maintain our financial viability to grow our organisation. - contribution made by volunteers. ## Section D Achievements and performance Nov 2020 4 ## Section D Achievements and performance We have seen some big changes for Family First this year. Our biggest **Summary of the main** change has been the introduction of the new post of Family Worker. As **achievements of the charity** the number and complexity of referrals has continued to increase **during the year** alongside the reduction in people willing and able to volunteer, we realised a need to change our structure. We were able to secure funding to pilot this new role introducing a self-employed Family Worker who would hold a small caseload and have a higher level of knowledge and understanding enabling them to manage more complex families. We successfully recruiting to this post in September 2022 and plan to recruit a further two workers. We also recruited a new Family Coordinator. We have continued to review our volunteering structure and have created another pilot position of Events and Fundraising Coordinator. This should help recruit a team of volunteers to help within these areas realising the time and pressure on paid staff and increasing revenue into the organisation. We are also working on providing a clearer structure for volunteers including a path for progression and access to more training provided in house or using external providers. This will increase the knowledge and skills of volunteers as well as improving both recruitment and retention. One of our supporters has also offered her services in contacting local businesses in order to try and raise funds from them. She has successfully liaised with a local rental agency who made a donation to the charity and is contacting many others. We’ve seen new connections continue to be made via a variety of local networking events which have proved useful in terms of raising awareness and building good links with referrers and useful agencies within Ipswich. This has led to an increase in the range of people referring into our service and we have started to see referrals from the mental health team and social prescribers for the first time. Financially we have continued to be successful in grant applications. One example was in obtaining funding from the local council to update and improve our website which benefits the charity it keeping it visible and high profile as well as giving us a platform to share useful links and resources with our families. Overall, a busy and productive year which should underpin further growth in the coming years. ## **Section E Financial review** Nov 2020 5 **Brief statement of the charity’s policy on reserves** Trustees have agreed a reserve of £9000. This represents 2 months core costs and a further month of salary costs. **Details of any funds materially in deficit** N/A ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; The main source of our funds is through successful grant applications. These include funds administered by Suffolk Community Foundation, Tudwick Foundation and Ludlow Trust. We have continued to raise additional resources through our own fundraising activities and have seen an increase in private donations and giving from churches. The grants awarded have enabled us to meet core running costs, invest in more workers and carry out projects such as the website update. - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** Future plans: - to review and evaluate pilot roles introduced and decided how best to progress these moving forwards - to continue to work on improving recruitment and retention of volunteers. This includes looking at our training provision - to continue to review and evaluate the level of work we receive both in terms of numbers of referrals and complexity of work to identify potential training needs and/or changes to our offer to ensure we continue to provide the best service ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** _D Cordle_ **Full name(s)** Dot Cordle **Position (eg Secretary, Chair,** Chair of Trustees **etc) Date** 6 Nov 2020 ## **FAMILY FIRST** ## **RECEIPTS AND PAYMENTS ACCOUNTS** **FOR THE YEAR ENDED 21ST MARCH 2023** **Registered Charity Number – 1166175 Address:** Family First The Hope Centre 10 St. Margaret's Street IPSWICH IP4 2AT ## **FAMILY FIRST** ## **Charity number 1166175** ## **Receipts and Payments Account** ## **for the year 22nd March 2022 to 21st March 2023** |**Note**
**Receipts**
Donations, Legacies, Fundraising income
**1**
Grants
**2**
**Total Receipts**
**Payments**
Charitable activities - school uniform
Staff costs
**3**
Administration and Other costs
**4**
Fundraising costs
**Total Payments**
**Net incoming resources for the year**
**Transfer between funds**
**Cash funds b/fwd**
**Cash funds c/fwd**
**5**
- SCF Coronavirus Community Fund balance|**Unrestricted Restricted**
**funds**
**funds**
**£**
**£**
8,105
0
41,800
**8,105**
**41,800**
0
0
53
32,960
776
5,173
158
**987**
**38,133**
**7,118**
**3,667**
**2,513**
**(2,513)**
12,090
57,081
**21,721**
**58,235**|**Total**
**£**
8,105
41,800
**49,905**
0
33,013
5,949
158
**39,120**
**10,785**
**69,171**
**79,956**|**Last year**
**£**
8,863
59,675| |---|---|---|---| ||||**68,538**| ||||180
27,102
4,032
441| ||||**31,755**| ||||**36,783**
32,388| ||||**69,171**| ## **Statement of Assets and Liabilities at 21st March 2023** ||**Unrestricted **|**Restricted**|**Total**|**Last year**| |---|---|---|---|---| ||**funds**|**funds**||| ||**£**|**£**|**£**|**£**| |**Cash funds**||||| |Bank current account|**21,721**|**58,235**|**79,956**|**69,171**| Signed on behalf of the trustees: …………………………… …………………………… 27.4.23 **FAMILY FIRST** **Charity number 1166175** ## **Notes to the Accounts** ## **for the year 22nd March 2022 to 21st March 2023** ## **1) Donations, Legacies Fundraising Income** |Donations
Gift aid
Fundraising income|**Unrestricted**
**Restricted**
**2023**
**£**
**£**
**£**
5415
5,415
300
300
2390
2,390|**2022**
**£**
4,068
479
4,316| |---|---|---| ||**8,105**
**0**
**8,105**|**8,863**| ## **2) Grants received** |The Ropes Trust
Ludlow Trust
Ludlow Trust 2022
SCF/ Maurken Fund
SCF/ Women and Girls Fund
Suffolk Community Restart Fund
SCF/ Co-op Community Cares Fund
SCF/ Martineau Fund
National Lottery
SCF/ Harris Family Fund
SCF/ RJB Grantmaking Fund
SCF/ Henry Smith Fund
Scroeder Charity Fund
Smith and Mount Trust
SCF/ Private Funder
SCC Locality budget funds
Arnold Clark community fund
Tudwick Foundation fund|**Unrestricted**
**Restricted**
**2023**
**£**
**£**
**£**
0
0
20,000
20,000
1,500
1,500
0
0
0
0
0
0
0
10,000
10,000
0
5,000
5,000
0
1,300
1,300
1,000
1,000
3,000
3,000|**2022**
**£**
180
10,000
10,000
2,000
1,000
370
2,500
2,000
10,000
2,500
944
10,000
2,000
5,000
1,181
0
0
0| |---|---|---| ||**0**
**41,800**
**41,800**|**59,675**| **3) Staff Costs** |Salaries and Staff Costs
Employer pension costs
Travel costs
Phone costs|**Unrestricted**
**Restricted**
**2023**
**£**
**£**
**£**
31,935
31,935
302
302
392
392
53
331
384|**2022**
**£**
26,269
337
181
315| |---|---|---| ||**53**
**32,960**
**33,013**|**27,102**| ## **FAMILY FIRST** ## **Charity number 1166175** ## **Notes to the Accounts (continued)** ## **for the year 22nd March 2022 to 21st March 2023** ## **4) Administration and Other Costs** |Website
Website design
Flyers/leaflets/banners/publicity
Equipment - phones
Equipment - printer
Equipment - laptops
Office/venue hire
Training
Legal / Licences
Postage, stationery, printing
Insurance
Software
Meeting / hospitality expenses
Refreshments
Gifts
Subscriptions
Accountancy / Independent examination fees
DBS checks
Sundry - PPE, volunteer expenses|**Unrestricted**
**Restricted**
**2023**
**£**
**£**
**£**
108
108
750
750
211
412
623
90
172
262
220
220
1,961
1,961
100
180
280
260
260
35
35
85
85
435
435
17
84
101
64
64
16
16
283
283
138
138
200
200
128
128
0|**2022**
**£**
204
750
36
175
298
599
120
65
91
223
435
241
0
5
313
237
150
0
90| |---|---|---| ||**776**
**5,173**
**5,949**|**4,032**| |**Restricted Funds cf 21st March 2023**
SCF/Suffolk Coronavirus Community Fund
Ludlow Trust
Ludlow Trust 2022
Ludlow Trust 2022 (2)
SCF/ Maurken Fund
SCF/ Women and Girls Fund
SCF/ Co-op Community Cares Fund
SCF/ Martineau Fund
National Lottery
SCF/ Harris Family Fund
SCF/ RJB Grantmaking Fund
SCF/ Henry Smith Fund
Scroeder Charity Fund
Smith and Mount Trust (1)
Smith and Mount Trust (2)
SCF/ Private Funder
Tudwick Foundation
Arnold Clark Community Fund
Locality Budgets
Total cash and bank funrds|**Cash funds**
**Fund**
**Fund**
**Tfr to**
**at 21st March**
**income**
**expenditure unrestricted **
**2022 in the year in the year funds**
**£**
**£**
**£**
**£**
2,514
(2,514)
6,335
(6,335)
10,000
0
20,000
(1,771)
2,000
1,500
(3,500)
1,000
(1,000)
2,500
(2,500)
2,000
(2,000)
10,000
(10,000)
2,500
(2,500)
944
(944)
10,000
10,000
(3,123)
2,000
5,000
5,000
1,038
(1,038)
0
3,000
(1,871)
0
1,000
(1,000)
(750)
1,300
(550)|**Cash funds**
**at 21st March**
**2023**
**£**
0
0
10,000
18,229
0
0
0
0
0
0
0
16,877
2,000
5,000
5,000
0
1,129
0
0| |---|---|---| ||**57,081**
**41,800**
**(38,132)**
**(2,514)**|**58,235**| ## **5) Restricted Funds cf 21st March 2023** Inde ndent Examlnerfs Re rt to the Trustees of Farnl For the ar ended 21" Marth 2023 number 1166175 First I report to the trustees on my examination of the accounts of the above charlty for the year ended 21# Marth 2023. asis As the charlty trvstees. you are responslble for the preparatlon of the accounts Sn accordance wlth the requlrements of the Charities Art 2011 (the Charities Act). I report In respect of my examination of the charws accounts carried out under sertlon 145 of the Charities Ac¢ and in carrying out my examination. I have followed the appllcable dlrectlons 8iven by the Charlty Commisslon under sectk)n 145(5llb) of the Cha￿leS Act. I have completed my examinatlon. I confirm that no materlal matters have come to my attentlon In connectlon wlth the examlnatlon whlth 8lve me cause to belleve that, In any material re4)ect, accountlng records We￿ not kept In accordance wlth sectlon 130 of the Charltles Art, or that the accounts do not accord with the accountlng records. I have no concerns, and have come across no other matters in connection wlth the examlnatlon to whlth attentlon should be drawn In order to enable a proper nderstandlnB of the accounts to be reathed. 1412024 Mr& Carole Cow8115 ACA 4 Penny Meadow Capel St. Mary Ipswlch IP9 2UU CHARTEREO ACCOVNTANT