Beat Autism
Charity number 1167456
Annual Report and Financial Statements
for the year ended 31 May 2021
Beat Autism
Annual Report and Financial Statements
for the year ended 31 May 2021
| Contents | Page |
|---|---|
| Trustees' report | 2 to 3 |
| Examiner's report | 4 |
| Receipts and payments account | 5 |
| Statement of assets and liabilities | 6 |
| Notes to the accounts | 7 to 8 |
Prepared by West Yorkshire Community Accounting Service
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Beat Autism
Trustees' report for the year ended 31 May 2021
Reference and administrative details of the charity, its trustees and advisors
The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates Robert Eaton Chair Sarah Mawby Treasurer David Bell Secretary John Firth Charity number 1167456 Principal address 30 Riverdale Avenue Stanley Wakefield WF3 4LF Bankers National Westminster Bank plc Wakefield City Branch 56 Westgate Wakefield WF1 1XF
Independent examiner Stephen Procter West Yorkshire Community Accounting Service Stringer House 34 Lupton Street Leeds LS10 2QW
Structure, governance and management
The charity is a Charitable Incorporated Organisation (CIO) formed on 3 June 2016.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
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Beat Autism
Trustees' report (continued) for the year ended 31 May 2021
Objectives and activities
The charity's objects
To relieve the needs of autistic children, their parents, families and carers by all or any of the following means:
1) Carrying out training sessions for parents and carers that give them an understanding of autism as well as strategies to deal with communication, sensory and behavioural issues and sleep.
2) Delivering family activities for autistic children, their siblings and their parents/carers in a safe environment that will enhance their skills and give them the opportunity to try new play activities and make friendships.
The charity's main activities
To run support and learning groups for parents and carers. Providing out of school and holiday activities for the children along with private speech and language sessions.
Providing training on Autism to schools and other agencies.
Supporting parents and carers with DLA and EHCP processes.
Due to Covid the majority of our activities and support groups have had to be put on hold due to government restrictions. When restrictions were lifted, we did offer one to one support in person. Other than that, all of the support groups, one to one support and school meetings have been done either over the telephone or via zoom and teams’ meetings.
Public benefit statement
In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit.
Achievements and performance
Once again, this year has been incredibly difficult. The charity has continued in supporting parent’s mental health. Offering telephone support to the families in crisis over the pandemic.
Despite Covid 19 having a massive effect on the charity we have continued to keep spirits high with the more vulnerable families that we support by touching base with them on a regular basis. We have made contact via telephone and also by sending weekly ‘pick me ups’ to let everyone know that we are still here to support anyone that needs us.
Financial review
The net payments for the year were £25,858, including net payments of £15,987 on unrestricted funds and net payments of £9,871 on restricted funds, after transfers.
Reserves policy
The charity's free reserves at the year end were £99,096.
Our current policy is to hold 12 months reserves. This is to ensure that the children have continuity and consistency as this is important for Autistic children.
It is recognised that the reserves held at year-end are well in excess of the policy but this will be addressed in the next year with a budget that will result in a reduction of these excess reserves by amongst other things the charity renting its own premises. This was planned for last year but due to Covid-19 this will be rolled forward to when the group is able to operate normally again.
Signed on behalf of the board of trustees on 14/12/2021
Robert Eaton (Trustee)
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Beat Autism
Independent examiner's report to the trustees of Beat Autism Charitable Incorporated Organisation ('the CIO')
I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 May 2021, which are set out on pages 5 to 8.
Responsibilities and basis of report
As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the CIO's accounts as carried out under section 145 of the 2011 Act. 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 examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1 accounting records were not kept in respect of the CIO as required by section 130 of the Act; or 2 the accounts do not accord with those records.
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.
Stephen Procter
4/01/2022
West Yorkshire Community Accounting Service
Stringer House 34 Lupton Street Leeds LS10 2QW
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Beat Autism
Receipts and payments account
for the year ended 31 May 2021
| Notes 2021 Unrestricted funds £ Receipts Grants and donations (2) 6,695 SALT donations - Bonus ball 11,796 Shop income 2,703 Sunday Club subs - Gaming and Lego Club subs - Gala and raffles 4,389 Sponsored events income - Events and fundraising 4,702 Dads group - Other fees and charges 749 Total receipts 31,034 Payments Freelance and sessional staff 33,855 SALT expenses - Bonus ball pay out 4,810 Gaming and Lego group expenses - Dads Club expenses - Sunday Club expenses - Mums project expenses 28 NOVA grant expenses - Coffee mornings - Promotional items 2,902 Insurance 806 Independent examination of accounts 600 Gala and raffle expenses 1,848 Shop expenses - Office expenses 1,544 Postage and travel 301 Phone 361 Stationery and resources 571 Storage 211 Christmas parties - Training 107 Other expenses 202 Total payments 48,146 (17,112) Transfers between funds 1,125 Net movement in funds after transfers (15,987) Fund balances brought forward 115,083 Fund balances carried forward (3) 99,096 Net receipts / (payments) |
2021 Restricted funds £ 7,678 - - - - - - - - - - 7,678 4,975 - - - 6,443 - 883 - - - - - - - 4,002 - - - - - 121 - 16,424 (8,746) (1,125) (9,871) 18,663 8,792 |
2021 Total funds £ 14,373 - 11,796 2,703 - - 4,389 - 4,702 - 749 38,712 38,830 - 4,810 - 6,443 - 911 - - 2,902 806 600 1,848 - 5,546 301 361 571 211 - 228 202 64,570 (25,858) - (25,858) 133,746 107,888 |
2020 Total funds £ 38,087 226 9,525 4,290 623 1,469 2,042 2,651 435 2,198 292 61,838 32,430 490 3,898 1,746 3,811 1,383 3,736 2,285 243 986 710 540 864 1,162 - 1,135 304 1,107 910 500 1,056 120 59,416 2,422 - 2,422 131,324 133,746 |
|---|---|---|---|
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Beat Autism
Statement of assets and liabilities
| as at 31 May 2021 2021 Unrestricted £ Cash funds Cash at bank 99,096 Total cash funds 99,096 |
2021 Restricted £ 8,792 8,792 |
2021 Total £ 107,888 107,888 |
2020 Total £ 133,746 133,746 |
|---|---|---|---|
| Liabilities Independent examination |
£ 540 540 |
|---|---|
Approval of the accounts
The financial statements were approved by the board of trustees on 14/12/2021
Robert Eaton (Trustee)
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Beat Autism
Notes to the accounts
for the year ended 31 May 2021
1 Accounting policies
Basis of accounting
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
Taxation
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
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Beat Autism
Notes to the accounts continued
for the year ended 31 May 2021
| 2 Grants and donations Peoples Health Trust Co-op Hedley Foundation Scurrah Wainwright Liz and Terry Bramhall National Lottery Community Fund NOVA Wakefield Wakefield PCT Rotary Club Other donations 3 Restricted funds Balance b/f £ Peoples Health Trust 8,203 Co-op - Hedley Foundation 2,500 Scurrah Wainwright 3,000 Liz and Terry Bramhall - Lottery Community Fund 4,960 18,663 |
2021 Unrestricted funds £ 987 - - - - - - - - 5,708 6,695 Incoming £ - 5,342 - - 2,336 - 7,678 |
2021 Restricted funds £ - 5,342 - - 2,336 - - - - - 7,678 Outgoing £ 8,310 4,975 - 2,135 121 883 16,424 |
2021 Total funds £ 987 5,342 - - 2,336 - - - - 5,708 14,373 Transfers £ 107 (367) - (865) - - (1,125) |
2020 Total funds £ 4,611 - 2,500 3,000 - 8,923 6,400 3,000 2,034 7,619 38,087 Balance c/f £ - - 2,500 - 2,215 4,077 8,792 |
|---|---|---|---|---|
Fund name
Purpose of restriction
Peoples Health Trust For the dad's group and drop in clinics. (Transfer in respect of small overspend on the project) Co-op For sessional staff and other running costs. (Transfer of small remaining balance to unrestricted funds as permitted) Hedley Foundation Towards the costs of Sunday Club. Scurrah Wainwright Towards the costs of activity sessions during the school holidays. (Transfer of remaining balance to unrestricted funds as permitted) Liz and Terry Bramhall Towards the costs of providing mental health training. Lottery Community Fund For wellbeing sessions for mums at the parent support group.
4 Related party transactions
Trustee expenses
No trustee received any expenses during this year or the previous year.
Trustee remuneration and benefits
No trustee received any other remuneration or benefit during this or the previous year. Sharon Firth is the Founder of Beat Autism and is married to John Firth (Trustee). Sharon does some freelance work for the charity and is paid as agreed by the Chair, Treasurer and Secretary. She is paid for work delivered as agreed and from grants received. Sharon does not receive a salary or claim any personal expenses from the charity.
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