2022-09-30-accounts - Cathie Stankevitch Foundation

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

Period start date

Period end date

December 2022

1st January 2022

31st

From

Section A Reference and administration details

Charity name

Cathie Stankevitch Foundation

Other names charity is known by

N/A

Registered charity number (if any) 1169017

Charity's principal address Elm Court Newbridge Road

Ellesmere Port

Cheshire

Postcode CH65 4LY

Names of the charity trustees who manage the charity

Trustee name Office (if any)

Name of person (or body) Dates acted if not for entitled to appoint trustee whole year (if any)

1 Kerry Metcalf 2 Lisa Stankevitch Anne-Marie
3 Hughes
4 Stephen Plant 5 Sally Harvey 6 7 8 9
10 11 12 13 14 15 16 17 18 19 20

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Dates acted if not for whole year

Name

TAR

July 2023

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

John Stankevitch

Section B Structure, governance and management

Description of the charity’s trusts

Constitution Type of governing document

(eg. trust deed, constitution) Charity Incorporated Organisation How the charity is constituted (eg. trust, association, company) Appointed by Executive Board against Charity Board needs Trustee selection methods assessment (eg. appointed by, elected by)

Additional governance issues (Optional information)

This report details the progress made by the Cathie Stankevitch You may choose to include Foundation during its sixth year of operation. additional information, where relevant, about:

Trustees have reviewed the Charities policies and procedures as a
policies and procedures Trustee Board and have concluded that our documentation is still adopted for the induction valid and relevant to our activities. and training of trustees;

Small amendments have been made where necessary.

the charity’s organisational structure and any wider network with which the charity works;

Charity Founder John Stankevitch continues to manage the day to day running of the Charity on a part time voluntary basis.

Despite not being part of the Trustee Board, John is authorised by the Trustees to make decisions in the best interests of advancing the Charities objectives.

relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

The current Trustee board in place has been recruited in line with a needs analysis, with the specific need being for Trustees that

can play an active role in the Charities activities, through a time commitment.

The Cathie Stankevitch Foundation has looked at the balance of skills across the Trustee Board and has concluded that at this

TAR

July 2023

moment in time the Board possesses the skills, knowledge and commitment to continue working in the same manner.

Section C Objectives and activities

To promote social inclusion for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are socially excluded and assisting them to integrate into society.

Summary of the objects of the charity set out in its governing document

For the purpose of this clause ‘socially excluded’ means being excluded from society, or parts of society, as a result of one of more of the following factors: unemployment; financial hardship; youth or old age; ill health (physical or mental); poor educational or skills attainment; poor housing (that is housing that does not meet basic habitable standards).

TAR

July 2023

Summary of the main The Cathie Stankevitch Foundation trustees have read the activities undertaken for commission guidance on public benefit and the context of the public benefit in running a Charity and they have applied due diligence to those relation to these objects recommendations throughout the past 12 months. (include within this section the statutory 2022 has been a very productive year. declaration that trustees have had regard to the After emerging from the Covid-19 threat, CSF has worked guidance issued by the incredibly hard to recover from the shutdown of our activities. Charity Commission on Our ReSport shop reopened on the high street and was yet again public benefit) supported by the local community through donations and also through International sports brand New Balance, through the gifting of end-of-line and sample stock. This enabled us to re-engage with local families through local schools and also through the network of Social Housing Officers from Riverside Housing and Halton Housing, which we have build up during the last 12 months, to enable us to identify families that would benefit from our sportswear donation program.

Our household goods gifting program which was so well received in 2021, went from strength to strength again in 2022, and the demand far outgrew the provision that we were able to deliver. Far from being a negative, this gave us the desire to try to forge new opportunities to gain additional household goods donations, and also part and full house clearances. We spent lots of time advertising our intentions through our social media profiles and the momentum continued to grow throughout the year, resulting in an ever increasing demand on our collection and clearance service. Our relationship with Riverside Housing in particular continued at a pace, with both the number of property clearances being provided and the number of requests for help, increasing.

With the volume of incoming goods as high as ever, our 'small' household goods shop was opened 6 days a week and activity in and out of the premises was high. We worked hard to maintain our target of keeping as much out of landfill as possible but inevitably with the increasing volume of property clearances, some being hoarders properties, our disposals increased significantly.

This has been completely unavoidable, as we have now undertaken the clearances of properties in a state of disrepair, whereby most of the goods with those type of properties are beyond use and in particularly bad condition. However, this has given us the opportunity to work directly with some very vulnerable members of the community and we have been proud to help them get their properties liveable again.

The CSF Trustees are clear about the charities purpose and aims and about the benefits from our work, but owing to the Covid 19 pandemic it has been a very difficult 2 years in which we have been severely hampered in terms of delivery of our Social Inclusion objectives. We hope to be able to look forward to 2022 with optimism and refocus on those objectives where possible. There have been no personal benefits to any adults linked to the Charity and no current identified risks to our beneficiaries of the

TAR

July 2023

public in terms of delivering our work. The Trustees are diligent in terms of carrying out our purposes for the public benefit and all decision making.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

With the increased activity from our Household Goods gifting program, CSF required an increased volunteer base, to primarily support us through our shops and for making contact and liaising with those we support in the community. Our overall volunteer numbers didn't increase (we lost a couple due to work commitments and gained some new volunteers) but we acquired a couple more volunteers who had experience is shop work and this was vital for us in streamlining our retail activities.

We also introduced a training program for providing brief work experience opportunities for soon to be school leavers and also the long time unemployed. These volunteers assisted us on our collection vans, on deliveries of goods and in some cases on property clearances. Again, vital for CSF to keep the operation running smoothly and efficiently to enable to hit our targets of providing local families with quality goods, free of charge, quickly.

Urgency being a particularly important aspect of our provision due to the condition that some families were living in. Furniture poverty being very relevant in these instances.

CSF did not operate with any grant making policy but we worked on a one to one basis with those who made contact with us. We identified the need and tried to understand exactly what items

TAR

July 2023

of household goods would provide the most benefit to the families. We also worked closely with local housing officers and in some cases Social Services.

Section D Achievements and performance

TAR

July 2023

Section D Achievements and performance

Summary of the main achievements of the charity during the year

320+ hours worked weekly by staff, trustees and volunteers, in our shop premises, on collections, deliveries, clearances and property cleans. Many of those hours provided by committed volunteer members of the public who have wanted to make a real difference to other people who are struggling in the local community.
Over 500 items of furniture and household goods repaired and upcycled and saved from landfill. This has included wardrobes, sets of drawers, lamps, clocks, sofas and much more.
Direct engagement with approximately 200 families across Widnes and Runcorn (Halton Borough) to provide them with essential household goods such as beds/mattresses and tables/chairs.
Working partnerships created with recyclers of mattresses, fridge freezers, wood, concrete/hardcore and paper/cardboard, to enable us to operate as efficiently with the Environment as a focus.
Thousands of donated household items given a new home through our Gifting Program, across the North West (not limited to Widnes and Runcorn) with each family supported receiving on average 6 items of furniture for homes that have been sparsely furnished.
Working alongside Housing Officers and Social Services to provide an Environmental cleaning procedure to support vulnerable members of the community that have been living in properties in very poor condition.
Supporting over 20 local junior sports teams and schools with donations of children's sportswear and sports equipment to enable them to participate in in-school and out of school sports activities. We estimate that across the 20 supported organisations, our donations have assisted over 200 local children take part in sport.
Over 5000 individual items of food donated to local foodbanks, which have been removed from properties during clearances. Food still in date, that was otherwise destined for landfill.

Section E Financial review

TAR

July 2023

Brief statement of the charity’s policy on reserves Details of any funds materially in deficit

The Charity has some small reserves. The Trustee Board will meet to identify the best use of funds to enable the Cathie Stankevitch Foundation to continue to grow and position ourselves to identify new opportunities to further achieve our objectives in 2023.

No funds in deficit

Further financial review details (Optional information)

The Cathie Stankevitch Foundation main sources of income in You may choose to include 2022 was from Riverside Housing through payments and additional information, donations received to cover costs for clearing properties on their where relevant about: behalf.  the charity’s principal sources of funds All funds received were used to cover costs such as disposals, (including any wages, fuel, insurance and any activities that advanced our fundraising); work to gain stock volume of household goods, which then  how expenditure has enabled us to support more families through household goods supported the key gifting. objectives of the charity; We have been able to remain in a positive bank balance  investment policy and throughout 2022, but looking forward to 2023, we are going to objectives including any be considering some changes that will assist us in cutting costs, ethical investment policy particularly disposal costs, which with then allow the bank adopted. balance to grow.

In mid 2023 we will be carrying out a full review.

CSF currently has 6 vehicles, including 4 vans and 2 cars, which are all used daily in our operations. We will be looking at whether this is efficient for our activities going forward or whether we need to look at alternative transport options.

Costs to operate the vehicles are significant, however, without the vehicles it would be impossible to provide the services currently provided.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

TAR

July 2023

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date	John Stankevitch	Kerry Metcalf
	John Stankevitch	Kerry Metcalf
	Charity Founder	Trusteee
	25/07/23

TAR

July 2023


Cathie Stankevitch Foundation
Charity Registration No.		1169017
Registered Address:		35 Whernside, Widnes, W	A8 4YW
Financial Statement for the year ended
Receipts	Total £	Payments		Total £
1. Sales	137,440.60	Accountancy Bank Fees Donations Fuel Heat & Light Insurance Subcontractor Postage Rent Charity Running Costs Wages Professional Fees Purchases Telecoms Tolls Vehicle running costs		840.00 90.00 135.00 7,627.53 644.77 3,236.24 48,243.00 227.55 802.08 37,658.53 11,625.00 1,816.15 1,007.20 2,715.22 31,267.52
Total Receipts	137,440.60	Total Payments		147,935.79

Total Receipts less Total Payments(Surplus/Deficit for th		eyear)		-£10,495.19
Total funds brought forward from lastyear				£30,858.38
Total funds carried forward at thisyear end				£20,363.19

*Total restricted funds included in total funds above*					*£0.00*

The main purposes of the Cathie Stankevitch Foundation are:

(a) Work to alleviate the impact that poverty has upon children and young people.
(b) Provide inclusion opportunities for those who find themselves excluded from society due to poverty and deprivation.

(c) Give disadvantaged people a purpose through learning interventions and create opportunities for people to grow their skills.

Cathie Stankevitch Foundation

Statement of assets and liabilities at the year end 31/09/2022

Cash funds		Total £
Final bank balance incl uncleared items(from Account book)		£20,363.19

*Reconciliation of final bank balance to bank statement* Bank statement closing balance at year end Petty Cash Less cheques written but not cleared Less any cheques still uncleared from last year *Total*	£20,363.19 £0.00 £0.00 £0.00
	£20,363.19



Total cash funds		£20,363.19


Approved by the trustees (Committee members) and signed on their behalf Signature Name		Date

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Cathie Stankevitch Foundation members of

On accounts for the year 30 September 2022 Charity no 1169017 ended (if any) Set out on pages 3

(remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 September 2022.

Responsibilities and As the charity trustees, you are responsible for the preparation of the basis of report accounts in accordance with the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out 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 examiner's statement

[ ~~The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of [insert name of applicable listed body]].~~ ~~Delete [ ]~~ ~~if not applicable.~~

I have completed my examination. I confirm that no material matters have come to my attention ~~(other than that disclosed below *)~~ 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 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.

Please delete the words in the brackets if they do not apply.

Signed: I.Roberts Date: 13 July 2023 Name: Ian Roberts

Relevant professional Chartered Institute of Taxation; Association of Taxation Technicians qualification(s) or body (if any):

October 2018

IER

Address: Queensway House Queensway Trading Estate

Waterloo Road, Widnes WA8 0FD

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here details of any items that the examiner wishes to disclose .

N/A

October 2018

IER