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2022-03-31-accounts

2021 – 2022 Annual Report and Accounts

in Green Street Depot Green Street Kidderminster DY10 1HA Helpline / Office: 01562 60241 Fax: 01562 60241 Email: admin@dialinworcestershire.org.uk Website: www.dialinworcestershire.org.uk

CHARITY INFORMATION

Established 28 September 2016 as DIAL in Worcestershire As a Charitable Incorporated Organisation. (CIO – FOUNDATION) Registered Charity No. 1169394

(Formally known as North Worcestershire DIAL 1996-2018) (Former Registered Charity No. 1053933 removed 25/3/18)

Registered Office in Green Street Depot Green Street Kidderminster DY10 1HA Helpline / Office 01562 60241 Fax 01562 60241 Email admin@dialinworcestershire.org.uk Website www.dialinworcestershire.org.uk

Trustees

Chair Winston Davis Vice Chair Iain Trethewey Jim D. Smith David Wood

Bankers

National Westminster Bank Plc. (NatWest) 135 Bishopsgate, London EC2M 3UR

AIMS AND OBJECTIVES

D.I.A.L. in Worcestershire’s aim is to provide support & relief for those with a disability within the North Worcestershire area, enabling them to make informed decisions about their own lives, through the provision of confidential information and advice services.

The services are free although donations are always welcome.

In order to fulfil these aims and objectives of DIAL in Worcestershire are: -

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TRUSTEES REPORT

This year has presented several challenges, including much ill health amongst the trustees. The lateness of this report reflects that.

Dial in the Park:

The year has been again located at our temporary home in Brinton Park. It was been a popular appointment venue with good parking and comfortable facilities and its semi-independent position have been enjoyed by most if not all users. Still no word has been heard about re-location but informal enquires have advised that all space at Green Street is being used by WFDC staff. It may be necessary to look for an alternative base in the future. Rent is paid up to 26/3/22

Kickstart

a supported employment programme for young people under 24 run by the DWP has been delivered. Two cohorts passed through the programme, with two project officers recruited from the first cohort to help deliver the second cohort.

WAN Partnership:

There have been several extensions to the WCC contract held by Citizens Advice for WAN. Partnership meetings have been held by video link and WD has been taking part in these activities where possible. He’s unfortunately had to miss several meetings due to ill health.

Volunteering Successes and Challenges:

We must acknowledge the invaluable contributions made by volunteers, operationally and in governance. However, we still struggle to attract further volunteers which limits what we can take on; a situation which remains untenable in the longer term.

FINANCE REPORT

Financial Review

In the financial year we spent £87,749.55

Our Funds at the beginning of the year were £14,244.63 and at the end £21,824.21

Notes to the Accounts

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REVENUE ACCOUNT

1[st] April 2021 to 31[st] March 2022

Details Info & advice Kickstart D A WCF Overheads Total 2020/21
Expenditure £ p £ p £ p £ p £ p £ p £ p
Advertising/Recruitment
Benefices Payments
Equip & Repairs
Insurance
IT
Stationery
Office Expenses
Operational Activities
Postage
Ink / Tonner
Printing
Rent
Salaries
PAYE/NI
Eveson
WCC Public Health
Kickstart Dispensation
Room Hire
Telephones
Sim Cards
Training & Trainers Fees
Travel
Volunteers Dispensation
Office Overheads
Sessional worker hours
Subscriptions
1030.11
39.99
1875.00
13,860.00
822.68
3,789.50
2,000.00
223.73
461.03
107.60
1030.11
1,913.18
1875.00
50,123.42
1512.80
3,293.69
98.00
251.77
318.57
1,380.00
49.66
800.00
468.13
24.83
400.00
2,311.99
2,699.88
39.99
3,750.00
65,363.42
2,335.48
3,789.50
2,000.00
3,293.69
98.00
298.22
461.03
1,200.00
107.60
1,015.23
1,134.81
2,500.00
7,680.00
297.96
144.00
20.00
1,300.00
Total Expenditure 24,209.64 59,846.20 2,800.00 892.96 0 87,749.20 14,199.60
0.40
Details Info & advice Kickstart DA WCF Overheads Total 2020/21
Income
Unrestricted
Bank Interest
Donations
WCIL
6,000.00
Restricted
WCC Public Health
WCC Kickstart Start-up
WCC Kickstart Payroll Payment
WAN
Eveson
DisabilityAction Covid-19 Grant
WorcestershireCommunity
FoundationCovid-19 grant
National lottery Awards for All
HMRC Furlong Grant
1,000.000
10,125
6,000
10,000
501.55
24,000.00
43,002.59
700.00 7,220.00
2,100.00
3,600.00
6,484.33
Total Income 27,626.55 67,002.59 700.00 95.329.14 25,404.33

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STATEMENT OF FINANCIAL ACTIVITIES

For 1[st] April 2021 to 31[st] March 2022

Notes
Income Resources
Income from Generated Funds
Voluntary Income
Activities for Generating Funds
Bank Interest
Income Sources from Charitable Activities
kickstart
WCF Covid-19 Grant
Total incoming resources
Resources Expended
Cost of Generating Funds
Charitable Activities
Information & Advice
Disability Action Covid-19 Grant
WCF Covid-19 Grant
Kickstart
Governance
Total Resources Expended
Net Incoming/outgoing resources
before transfer
Gross Transfers between Funds
Net Movement in Funds
Reconciliation of Funds
Balances brought forwards at
1stApril 2021
Balance carried forwards at
31stMarch 2022
Restricted Funds
Unrestricted Funds
Capital Assets
Designated
Total
2020/2021
£ p
£ p
£ p
£ p
£ p
0.00
0.00
27,626.55
25,404.33
67,002.59
700.00
95,329.14
95,329.14
25,404.33
24,209.64
24,209.64
11,492.56
892.96
892.96
2,707.04
2,800.00
2,800.00
0.00
59,846.20
59,846.20
0.00
0.00
87,749.20
87,749.20
14,199.60
7,579.94
11,204.73
7,579.94
11,204.73
14,244.66
3,039.90
£21,824.21
14,244.66

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2020-21

Notes

BALANCE SHEET AS AT 31[st] MARCH 2022

2021-22

Fixed Assets
Tangible Fixed Assets
Current Assets
Debtors - Grants
Debtors in Advance
Short Term Deposits
Cash at Bank and In Hand
Creditors
Amounts falling due within one year
Grants Prepaid
Net Current Assets
Net Assets
Total Funds

0.00
£21,824.21

£21,824.21

**£21,824.21 **
0.00
0.00
0.00
0.00
£21,824.21 14,244.63
£21,824.21 14,244.63
0.00 0.00
0.00
14,244.63
0.00
14,244.63
14,244.63

Signed by Winston Davis (chair) on behalf of the Trustees, and approved at the Annual General Meeting held on 29[th] April 2023

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