South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Registered Charity Number 1167096
South Yorkshire Sickle Cell Organisation is a Charitable Incorporated Organisation registered in England
Trustee Report and Accounts
31 March 2023
1
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
| Contents | Page |
|---|---|
| Charity Information | 3 |
| Trustees Report | 4-7 |
| Independent Examiner’s Report | 8-9 |
| Statement of Financial Activities | 10 |
| Statement of Assets and Liabilities | 11 |
| Notes to the Financial Statement | 12-14 |
2
South Yorkshire Sickle Cell Organisation Trustees Report and Accounts For the year ended 31 March 2023
| Charity Information | |
|---|---|
| Principal Address | SADACCA |
| 48 Wicker | |
| Sheffield | |
| South Yorkshire | |
| S3 8JB | |
| Independent Examiners | Tarnia Richardson (ACCA) |
| 1 Ridge View Drive | |
| Sheffield | |
| S9 1EF | |
| Bankers | The Co-operative Bank |
3
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Trustees Report
Introduction
The Trustees present their report and financial statement for the year ended 31[st] March 2023. This report is presented in accordance with the Statement of Recommended Practice. “Accounting and Reporting by Charities” (SORP), issued in March 2005.
The Charity is a Charitable Incorporated Organisation (CIO) governed according to the constitution dated 16[th] May 2016.
Statement of Trustees’ Responsibilities
The Charities Act 2011 requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the Trustees are required to:
-
Select suitable accounting policies and apply them consistently.
-
Observe the methods and principles of the Charities SORP 2005.
-
Make judgements and accounting estimates that are reasonable and prudent.
-
State whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements.
-
Prepare the financial statements on the going concern basis unless it is inappropriate to do so.
The Trustee’s are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention of fraud and other irregularities.
4
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Organisation
The Trustees who have served during the period were as follows:
Sadie Palmer Navlet Reid Fay Punter
The affairs of the charity are managed by the Trustees. There must be a minimum of three Trustees. Members or Trustees may appoint Trustees at any time.
Decisions are made by a simple majority of votes at a meeting of Trustees or by resolution in writing or in electronic form and agreed by all Trustees. Induction of Trustee’s is overseen by the Chair.
The day to day management of the charity’s affairs is delegated to the Chair.
5
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Objectives and Activities
-
1) To collect and disseminate information and advice on Sickle Cell Disorders to sufferers and members of the general public by means of forums, classes, meetings, films and by any other means that the Committee think fit;
-
2) To assist in the provision of facilities for testing, screening and treating people in connection with Sickle Cell Disorders;
-
3) To raise funds required for the achievement of the above objectives by any lawful means, provided that the Committee shall not undertake any permanent trading activities in raising funds for the said objectives;
-
4) To enter any arrangements with local authorities in Sheffield, Rotherham, Barnsley and Doncaster, Medical institutions in South Yorkshire; Royal Hallamshire Hospital, Northern General Hospital and Sheffield Children’s Hospital and any such rights, privileges and concessions and carry out, exercise and comply with any such arrangements, rights, privileges and concessions;
-
5) To assist in the organisation and activities of any local group and neighbouring branches of the association which is formed for the purpose of achieving the objectives of part of the them and which functions in accordance with rules and guidelines for the time being made by the association for the conduct of local and neighbouring branches;
-
6) To provide information to local employers and educational and educational institutions to encourage awareness and understanding of the disorder;
-
7) To set up a Welfare and Hardship Fund for relief of those in need;
-
8) To do all such other things as are necessary to the attainment of the above objectives;
-
9) To borrow money and to charge the whole or any part of its property as security for the repayment of the money borrowed. The CIO must comply as appropriate with sections 124 and 125 of the Charities Act 2011 if it wishes to mortgage land;
-
10) To buy, take on lease or in exchange, hire or otherwise acquire any property and to maintain and equip it for use;
-
11) To sell, lease or otherwise dispose of all or any part of the property belonging to the CIO. In exercising this power, the CIO must comply as appropriate with sections 117 and 119-123 of the Charities Act 2011;
-
12) To employ and remunerate such staff as are necessary for carrying out the work of the CIO. The CIO may employ or remunerate a Charity Trustee only to the extent that it is permitted to do so by clause 6 (Benefits and payments to Charity Trustees and connected persons) and provided it complies with the conditions of that clause;
-
13) To deposit or invest funds, employ a professional fund manager, and arrange for the investments or other property of the CIO to be held in the name of a nominee, in the same manner and subject to the same conditions as the Trustees of a trust are permitted to do by the Trustee Act 2000.
6
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Financial Review
Total receipts on ordinary unrestricted funds were £726.37 and are detailed in the financial statements.
- £5,515.05 was spent on charitable activities and £100 on professional fees.
The net result for the year was a deficit of £4,888.68 and adding bank and cash balances brought forward at the beginning of the year, the balance carried forward at 31 March 2023 for unrestricted funds totalled £7,629.79.
Risk Management
The Trustees have examined the major risks which the Charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.
Approved by Trustees
Navlet Reid
Date: 26.01.24
7
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Independent examiner’s report to the trustees of South Yorkshire Sickle Cell Organisation
I report on the accounts of the Company for the year ended 31 March 2023 set out on pages 10-14.
Respective Responsibilities of Trustees and Examiner
The Trustees (who are also the Directors of the Company law) are responsible for the preparation of the accounts. The Charity’s Trustees consider that an audit is not required for this year under section 43(2) of the Charities Act 1993 (the 1993 Act) nor part 16 of the Companies Act 2006 and that an independent examination is needed.
Having satisfied myself that the Charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:
-
Examine the accounts under section 43 of the 1993 Act.
-
To follow the procedures laid down in the General Directions given by the Charity Commission under Section 43 (7)(b) of the 1993 Act; and
-
To state whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes review of the accounting records and bank statements kept by the Charity. It also includes consideration of any unusual items or disclosures in the accounts, and the seeking of explanations from you as Trustees concerning any such matters.
Independent examiners statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination 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 concerning the form 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 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.
Signed: T.Richardson Date: 26.01.24
8
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Name: Tarnia Richardson
ACCA (Association of Relevant professional Chartered Certified qualification(s) or body: Accountants)
Address: 1 Ridge View Drive Sheffield S9 1EF
9
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Statement of Financial Activities
| Statement of Financial Activities | ||||||
|---|---|---|---|---|---|---|
| 2022/23 | 2022/23 | 2022/23 | 2021/22 | |||
| Unrestricted Funds |
Restricted Funds |
Total Funds |
Total Funds |
|||
| Notes | £ | £ | £ | £ | ||
| Incoming Resources | ||||||
| Donations,Legacies & Grants | 2 | 726.37 | 726.37 | 16,927.34 | ||
| Charitable Activities(Income) | ||||||
| Total Incoming Resources | 726.37 | 726.37 | 16,927.34 | |||
| Resources Expended | ||||||
| Management and Administration | 3 | 100.00 | 100.00 | 100.00 | ||
| Charitable Activities | 4 | 5,515.05 | 5,515.05 | 11,106.74 | ||
| Total Resources Expended | 5,615.05 | 5,615.05 | 11,206.74 | |||
| Net Incoming/(Outgoing) Resources for theyear |
-4,888.68 | -4,888.68 | 5,720.60 | |||
| Fund Balances Brought Forward | 12,518.47 | 12,518.47 | 6,797.87 | |||
| Total Funds Carried Forward | 7,629.79 | 7,629.79 | 12,518.47 | |||
10
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Balance Sheet as at 31 March 2023
| Balance Sheet as at 31 March 2023 | ||||
|---|---|---|---|---|
| 2023 | 2022 | |||
| Total Funds | Total Funds | |||
| Notes | £ | £ | ||
| Current Assets | ||||
| Cash at bank and in hand | 7729.79 | 12618.47 | ||
| Creditors: Amounts falling due within oneyear |
5 | 100.00 | 100.00 | |
| Total assets less current liabilities | 7629.79 | 12518.47 | ||
| Total charity funds | 7629.79 | 12518.47 | ||
The notes on pages 12-14 form part of these financial statements.
Accounts Approved by the Trustees
Navlet Reid – Trustee
11
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Notes to the financial statements for the year ended 31 March 2023
1. Accounting Policies
1.1 Basis of preparation
The accounts have been prepared under the Historical Cost convention. The accounts have been prepared in accordance with applicable accounting standards, the Financial Reporting Standard for Smaller Entities (effective April 2008), the Statement of Recommended Practice, ‘Accounting and Reporting by Charities’, issued March 2005 and Companies Act 2006.
1.2 Incoming resources
Donation, legacies and other forms of voluntary income are recognised as incoming resources when receivable, except insofar as they are incapable of financial measurement.
Income from charitable trading is accounted for when receivable.
1.3 Resources expended
Resources expended are recognised in the Statement of Financial Activities on the accruals basis, inclusive of any VAT which cannot be recovered.
1.4 Tangible fixed assets and depreciation
The Company have no fixed assets as equipment purchased in the year are written of in the accounts in the year purchased.
1.5 Accumulated funds
Restricted funds are subject to specific conditions by donors as how they may be used.
Unrestricted funds is comprised of funds that have been donated or generated through charitable activities which are not subject to any such specific usage conditions.
12
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
Analysis of Incoming Resources
2. Donations and Legacies
| Year Ended 31st March 2023 |
||
|---|---|---|
| Total Funds |
||
| Notes | £ | |
| Donations and Gifts | 726.37 | |
| Total | 726.37 |
Analysis of Resources Expended
3. Management and Administration
| Year Ended 31st March 2023 |
Year Ended 31st March 2023 |
Year Ended 31st March 2023 |
||
|---|---|---|---|---|
| Unrestricted Funds |
Restricted Funds |
Total Funds | ||
| Notes | £ | £ | £ | |
| Legal and Professional Fees |
Accountant Fees 22/23 | 100 | 100 | |
| 0 | ||||
| Total Resources Expended |
100 | 0 | 100 |
13
South Yorkshire Sickle Cell Organisation
Trustees Report and Accounts
For the year ended 31 March 2023
4. Charitable Activities (Expenditure)
| Year Ended 31st March 2023 |
Year Ended 31st March 2023 |
Year Ended 31st March 2023 |
||
|---|---|---|---|---|
| Unrestricted Funds |
Restricted Funds |
Total Funds | ||
| Notes | £ | £ | £ | |
| IT/Communication Costs | 383.58 | 383.58 | ||
| Office/event Expenses | 855.34 | 855.34 | ||
| Insurance | 526.13 | 526.13 | ||
| Rent | 3750 | 3750 | ||
| Wages and Salaries | 0 | 0 | ||
| Total Resources Expended | 5,515.05 | 0.00 | 5,515.05 |
5. Creditors- Amounts falling due within one year
| Year Ended 31st March 2023 |
||
|---|---|---|
| Total Funds | ||
| Notes | £ | |
| Service Creditors | Accountant 22/23 | 100 |
| Total | 100 |
14