## ## ||||||||By helping
people affected by life limiting| |---|---|---|---|---|---|---|---| ||||||||illnesses
and terminal
illnesses, St Bernard| ||||||||Support has benefited
the wider| ||||||||community.
Our actions
in promoting
the| ||||||||well-being
of individuals
and those that| ||||||||care for them as well as work with other| ||||||||partners
has helped
people affected by life| ||||||||limiting
illnesses such as cancer, heart| ||||||||disease etc.| |Statement||||confirming||Para 1.18|The trustees ofthe Charitable
Incorporated| |whether
the trustees
have
had regard to the guidance
issued
by the Charity|||||||Organisation
have paid due regard to the
guidance
issued
by the Charity
Commission
on public benefit. The trustees| |Commission||||on public|||have ensured
that this is embedded
in the| |benefit|||||||charity's
activities and
in its services to| ||||||||people affected by life limiting
illnesses.| ||||||||The Charity continues
to meet the Charity| ||||||||Commission's
public benefit criteria under| ||||||||both the advancement
of citizenship
or| ||||||||community
development
headings.
The| ||||||||charity advances
citizenship
and| ||||||||community
development
by the assistance| ||||||||it provides to people affected by illnesses,| ||||||||their families and carers.| |dditiona|l||information||(optional)||| |You ma|choose to include|||||further statements|where relevant
about:| |||||||SORP reference|| ||||||||St Bernard Support does not have a formal| |||||||Para 1.38|policy regarding
grantmaking.
Given our| |Policy on||grant making|||||size it is not possible for St Bernard| ||||||||Support to make grants to individuals
or| ||||||||other organisations.| ||||||||St Bernard
Support's
policy on social| |||||||Para 1.38|investment
is to ensure that all the charity's| |Policy on||social investment|||||activities are aimed at benefiting
the| |including||program
related|||||charity's
users and wider society.| |investment|||||||| ||||||||St Bernard Support has been greatly| |||||||Para 1.38|assisted
by volunteers
in helping
the| |Contribution
volunteers||||made by|||charity deliver assistance
to peep!e
affected by life limiting
illnesses
and those| ||||||||that care for them.| ||||||||Additional
assistance
has been offered by| ||||||||other organisations
that have referred| ||||||||clients on to the charity
in order to benefit| ||||||||from our services.| ||||||||The charity's
activities have also benefited| ||||||||from free publicity offered by other| ||||||||organisations
who have been happy to| ||||||||publicise the charity's
activities. Again, this| ||||||||has enormously
benefited
the charity
in| ||||||||enhancing
the services
it has been able to| ||||||||provide to people affected
by life limiting| ||||||||illnesses.| ## ## |Achieve|men|ts|and Per|formance|| |---|---|---|---|---|---| |||||SORP reference|| ||||||The main achievement
of the charity
in| ||||||2022/2023 continues to be helping
people| ||||||affected by life limiting
illnesses
and those| |Summary
ofthe main
achievements
ofthe charity,||||Para 1.20|that care for them. This is despite the
ongoing affects ofthe coronavirus| |identifying|the|difference the|||pandemic as wider society returns
to| |charity's|work|has made to|||normality.| |the circumstances|||of its||| |beneficiaries
and|||any wider||The charity continues
to receive positive| |benefits to society as a|||||feedback from individuals
that the charity| |whole.|||||has assisted. We have received
both oral| ||||||feedback and written statements
of| ||||||appreciation.
The charity is always keen to| ||||||receive feedback from stakeholders
as this| ||||||allows us to enhance
and improve the| ||||||services we offer.| ||||||The charity has also received positive| ||||||feedback from organisations
we have| ||||||helped or worked
in partnership
with.| ||||||Again, we are always
keen to seek| ||||||feedback
in order to ensure we meet the| ||||||expectations
ofour partners
and
if| ||||||possible, exceed them.| ||||||The charity provides
its services on a| ||||||nationwide
basis. We continue
to provide| ||||||face toface help sessions
(whilst| ||||||maintaining
appropriate
coronavirus| ||||||precautions
where necessary).
Our| ||||||services have also been provided
over the| ||||||internet
and by telephone.| ||||||Recipients ofour chanty's
services have| ||||||found our assistance
to be useful,| ||||||informative
and supportive
in meeting
their| ||||||needs and requirements.| ||||||The charity's
online Well-Being webinars| ||||||continue to be informative
and useful for| ||||||the people who have participated
in them.| ||||||The charity's
partly owned
not for profit| ||||||joint venture SBSFinancial Services CIC| ||||||(Community
Interest Company)
also| ||||||delivered
services to clients. SBSFinancial| ||||||Services CIC is authorised
and regulated| ||||||by the Financial Conduct Authority
(FCA) to| ||||||rovide inde
endent financial advice to| |||||||clients. The charity has also continued
to|clients. The charity has also continued
to| |---|---|---|---|---|---|---|---| |||||||provide our free will-writing
service which|| |||||||will provide a future income to the charity|| |||||||via legacies from the individuals
receiving|| |||||||free wills.|| |||||||A key challenge faced by the charity during|| |||||||2022 and 2023 was recovering
from the|| |||||||consequences
ofthe coronavirus|| |||||||pandemic.
The charity continues
to meet|| |||||||Government
coronavirus
guidelines|| |||||||regarding
delivering
our services as well|as| |||||||the requirements
ofthe partner|| |||||||organisations
we work with.|| |||||||The charity has continued
to look to|| |||||||expand the services
it offers to people|| |||||||affected by life limiting
illnesses. We intend|| |||||||to do this by working
in partnership
with|| |||||||other individuals
and organisations
such|as| |||||||GPs, hospices and charities. We already|| |||||||provide our well-being
services
in|| |||||||partnership
with other organisations
and|| |||||||individuals
and any expansion
will only be|| |||||||limited
b
the size ofour chari|| |Additional||information||(optional)|||| |You ma|choose to include||||further statements|where relevant about|| |||||||The main achievement
of the charity
in|| |Achievements|||against||Para 1.41|2022/2023 continues to be helping
people
affected by life limiting
illnesses
and those|| |objectives||set||||that care for them as the charity recovers|| |||||||from the impact ofthe coronavirus|| |||||||andemic.|| |||||||Recovering
from coronavirus
pandemic|| |||||||continued
to have a signiTicant
impact on|| |Performance
offundraising
activities against objectives|||||Para 1.41|the charity's
fundraising
efforts. The charity
prioritised
the delivering
of its services|| |set||||||rather than fundraising
in the 2022-2023|| |||||||Accounting
Year.|| |||||||The charity continued
to develop SBS|| |||||||Financial Services CIC and its free will-|| |||||||writing service with the intent of generating|| |||||||future income from these sources.|| |||||||The charity continues
to hold its monies|in| |||||||a high street bank. The charity didn't set|| |Investment||performance|||Para 1.41|particular
investment
performance|| |against objectives||||||objectives as its priority for its monies
is to|| |||||||use them to deliver
its services.|| |Other|||||||| ## |Financial
Review|Financial
Review|Financial
Review|Financial
Review|Financial
Review|Financial
Review|Financial
Review|Financial
Review||||| |---|---|---|---|---|---|---|---|---|---|---|---| |Review ofthe charity's
financial
position at the
ofthe period||||||||end||Para 1.21|The charity's
financial
position at the end of
period was satisfactory as it recovers from
the impact ofthe coronavirus
pandemic.| ||||||||||||The charity made an operating
lo~s in the| ||||||||||||2022/23 Accounting
Year.| ||||||||||||The operating
loss saw the charity's| ||||||||||||reserves reduce
in the 2022/23 Accounting| ||||||||||||Year, and the charity continued
to benefit| ||||||||||||from the generosity
of its trustees
and| ||||||||||||volunteers
in deferring
claiming expenses.| ||||||||||||The charity
is looking to grow its operations| ||||||||||||in the 2023/24 Accounting
Year.| |Statement
explaining
the
policy for holding
reserves
stating
why they are held||||||||||Para 1.22|At the moment
the charity's
priority
is using
its income to serve the needs of people
affected
by life limiting
illnesses such as| ||||||||||||cancer and heart disease. Although| ||||||||||||building
up reserves
is important,
the| ||||||||||||trustees feel that their priority
is maximising| ||||||||||||the charity's
service offered to its clients| ||||||||||||and stakeholders.| |Amount|of||reserves||||held|||Para 1.22|The charity had reserves off1852 in its| ||||||||||||bank account at the end ofthe Accounting| ||||||||||||Year.| |Reasons||for||holding|||zero|||Para 1.22|| |reserves|||||||||||| |Details|of|fund materially|||||||in|Para 1.24|The charity ran an operating
loss in| |deficit|||||||||||2022/2023 as the charity recovered
from| ||||||||||||the impact ofthe coronavirus
pandemic.| ||||||||||||Nevertheless,
trustees
and volunteers| ||||||||||||continued
to support the charity through| ||||||||||||deferring
claiming
past expenses
and costs| ||||||||||||back from the charity.| |Explanation||||of any||||||Pars 1.23|There are no uncertainties
about the charity| |uncertainties||||about the|||||||continuing
as a going concern because
it| |charity|continuing|||||as|a going||||continues
to be supported
by its trustees| |concern|||||||||||and volunteers.| |Additional||Information||||||(optional)|||| |You ma|choose to|||||include|||further statements||where relevant
about| ||||||||||||The charity received
no income
in the| ||||||||||||2022/2023 Accounting
Year because
it| |The charity's
principal
sources offunds (including||||||||||Pars 1.47|focussed on rebuilding
its charitable
activities rather than on fundraising| |any fundraising)|||||||||||activities.| |Investment
policy and
objectives including
any|Investment
policy and
objectives including
any|Investment
policy and
objectives including
any|Para 1.46|The charity's
investment
policy is to hold its
monies
in a high street bank to prioritise|The charity's
investment
policy is to hold its
monies
in a high street bank to prioritise| |---|---|---|---|---|---| |social investment
policy||||security of its monies.|| |adopted|||||| |||||The trustees take a proactive
attitude
in|| |||||considering
major risks and always seek|| |A description|ofthe|principal|Para 1.46|effective ways to manage
and minimise|| |risks facing|the charity|||risks. The trustees
have identified
the major|| |||||risks to which they believe the charity
is|| |||||exposed, these have been reviewed
and|| |||||systems
have been established
to mitigate|| |||||against them.|| |||||Injury to trustees,
volunteers,
members|and| |||||activity participants.
The charity ensures|| |||||that all venues used by the charity for its|| |||||activities have adequate
insurance|| |||||arrangements
in place. Where necessary|| |||||risk assessments
are undertaken
before|all| |||||activities.|| |||||Reduced income from fundraising.
The|| |||||charity is reliant upon income from|| |||||donations
and the generosity
of '.I e|| |||||trustees
and volunteers
in deferring|| |||||payment
ofexpenses.
The charity's|| |||||strategy for dealing
with reduced
income|| |||||from fundraising
is to ensure that it|| |||||manages
its activities
in proportion
to the|| |||||level of ongoing
income, or the willingness|| |||||of its trustees
and volunteers
to subsidise|| |||||its activities.
The charity has also benefited|| |||||from goodwill
from other organisations
who|| |||||have provided
venues for meetings
free|of| |||||charge. This has helped reduced the|| |||||charity's
possible expenditure.|| |||||Succession
planning.
The charity
is heavily|| |||||reliant upon volunteers
to run and|| |||||administer
its activities.
Ifthere was a|| |||||reduction
in the number ofvolunteers
the|| |||||charity would have to reduce the scope|and| |||||scale of its activities.
In the worst case|| |||||scenario, the charity would
have to be|| |||||wound
up.|| |||||Damage to the building,
property
and|| |||||equipment.
The charity's
office address|is| |||||rented. The owners ofthe building
being|| |||||responsible
for insurance
arrangements.|| |||||The charity makes use ofvenues for|| |||||holding
meetings
and seminars.
Again, the|| |||||charity ensures that these venues
have|| |||||appropriate
insurance
arrangements
in|| |||||place.|| |||||Financial Arrangements.
The charity has in|| |||||place systems of internal
controls that are|| |||||desi
ned to
rovide reasonable
assurance|| |against material
mismanagement
or loss.| |---| |These include 2 signatories
for all| |payments
and a majority agreement| |amongst trustees for all spending| |commitments.| |Safeguarding
ofvulnerable
clients. The| |charity helps people affected by serious,| |terminal
and life limiting
illnesses.| |Sometimes these clients are vulnerable.| |The charity operates a Safeguarding
policy| |regarding
its relationship
with vulnerable| |clients and also acts to ensure that partners| |that the charity works with comply with the| |charity's
safeguarding
policy. The charity's| |Safeguarding
policy is updated
to comply| |with best practice.| |Protection ofclient data. Where the charity| |holds client data
it ensures that it is held
in| |compliance
with data protection
legislation.| |No client data is passed onto partners
or| |other organisations
without the consent of| |the client concerned.
All clients are asked| |to sign a Client Agreement
confirming
their| |agreement
to the holding
oftheir personal| |data. The charity also ensures that partners| |that the charity works with have compliant| |data protection
policies in place.| ## |Description
of charity's||||| |---|---|---|---|---| |trusts:||||| |Type of governing
document
(II i.;I rl
..(1, r&&;~l .:,hart, r||Para 1.25|Constitution|| |How is the charity||Para 1.25|Association|| |constituted?||||| |(o.g Llllil1col pol ated
'~. .'!ir i~lie(&, (..l0||||| |Trustee selection methods
including
details of any||Para 1.25|Elected by Membership|| |constitutional
provisions|e.g.|||| |election to post or name|of|||| |any person or body entitled||||| |to appoint one or more||||| |trustees||||| |Additional
information|(optional)|||| |You ma
choose to include further statements|||where relevant|about:| |Policies and procedures||||| |adopted
for the induction||Para 1.51||| |and training
oftrustees||||| |The charity's
organisational||||| |structure
and any wider||Para 1.51||| |network
with which the||||| |charity works||||| |Relationship
with any related||Para 1.51||| |parties||||| |Other||||| ## |Charit|name|||St Bernard|Su|ort CIO| |---|---|---|---|---|---|---| |Other name the charit|||uses|St Bernard|Su|rt ISBS| |Re istered charit||number||1167104||| |Charity's|principal|address||Broadstone|House|| |||||Broadstone|Mill|| |||||Broadstone|Road|| |||||Reddish||| |||||Stockport||| |||||SK5 7DL||| |ames|ofthe|chari|chari|ty trust|ees who manage|the charity||||| |---|---|---|---|---|---|---|---|---|---|---| ||Trustee|name|||ONce (Ifany)|Dates acted ifnot for whole
ear|Name
to a|ofperson (or body) entitled
oint trustee
ifan||| ||Christopher
Bates|||Alan|Trustee||Membership||of|Charity| |2|Nicola|Roberts|||Trustee||Membership||of|Charity| |3|Aarron|Mark||Ellis|Trustee|01/06/22 —10/05/23|Membership||of|Charity| |4|Christian||John Cox||Trustee|10/05/23 —31/05/23|Membership||of|Charity| |5||||||||||| |6||||||||||| |7||||||||||| |8||||||||||| |9||||||||||| |10||||||||||| |11||||||||||| |12||||||||||| |13||||||||||| |14||||||||||| |15||||||||||| |16||||||||||| |17||||||||||| |18||||||||||| |19||||||||||| |20||||||||||| ## |unds held as cust|odi| |---|---| |Description
ofthe assets|| |held
in this capacity|| |Name and objects ofthe|| |charity on whose behalf|the| |assets are held and how|this| |falls within the custodian|| |charity's objects|| |Details of arrangements|for| |safe custody and|| |segregation
ofsuch assets|| |from the charity's
own|| |assets|| ## ## |Signed|on behalf ofthe|charity's
truste|es|| |---|---|---|---|---| ||Signature(s)|||| ||Full name(s)|&A&'(wkly|J4|' Sew| |Position|(eg Secretary,
Chair, etc)|TrZvs~||| |||g~/~3/|ZoZQ|| ## ||~||a||~|||~||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||||||||||~|~
~|~|~ ~|| |||Categories||||Details|||||Unrestricted
funds|Restricted
funds||Endowment
funds| |B1Cash||funds||||Bank Account|||||to nearest 9
1,895|to|nearest 6|to nearest 6| |||||||||Total||cash funds|1,895|||| |||||||(agree|balances|with receipts and payments||||||| |||||||||||account(s))||||| ||||||||||||Unrestricted|Restricted||Endowment| ||||||||||||funds||funds|funds| |||||||Details|||||to nearest 9|to|nearest E|to nearest 9| |B2Other||monetary assets||||||||||||| |B3Investment||||assets||Details|||||Fund to which
asset belon s|Cost (optional)||Current value
o tlonal| |B4Assets retained for the||||||Details|||||Fund to which
asset belon s|Cost|(optional)|Current
value
o tional| |charity's||own use||||||||||||| |||||||Details|||||Fund to which
Ilabili
relates|Amount due
o tlonal||When due
o tlonal| |B5Liabilities||||||Travel Expenses from|||2017/18||Travel Expenses||1,566|| |||||||Travel Expenses fmm|||2019/20||Travel Expenses||1,924|| |||||||Freephone|Telephone||Service &Webslte||Telephony/
Website||120|| |||||||Venue/Accommodation|||2022/23||Venue/Accommodat||593|| |||||||Travel Expenses from|||2022/23||Travel Expenses||3,092|| |Signed by one or two trustees on
behalf of al( the trustees|||||||Signature||||Print|Name||Date of
a
roval| ||||||||||||Arcl&r&~|~-M~|||