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2024-09-30-accounts

Atcare

[Atleborough Health, Care & Wellbeing Trust] Registered number 1172831

Report of the Trustees for the year ended 30th September 2024

It has not been necessary for the Trustees to raise grant funds while reserves remain from the Grant funds extended by Attleborough Town Council for 2024/2025. We continue to operate several discussion group with various commercial and public agencies and investors. We have been able to do this with minimum financial outlay as the Trustees continue to give of their time and facilities without cost to the Charity. These forum or contact meetings have yielded important information towards our aims and objectives.

However, the most beneficial outcome of our programme of links and direct meetings has been to co-ordinate discussions between many of the parties involved in the delivery of Health, Care and Social Well-being that do not meet together otherwise.

Attcare does not raise funds from the public or use professional fundraisers.

We do not make grants as our main way of carrying out our purposes. During this period, we did not receive any government or local authority grants although we continue to receive support from Attleborough Town Council [see first paragraph above].

We did not receive any income from outside England & Wales and have not spend any monies outside England & Wales.

We have no trading subsidiaries and no trustee received any remuneration or benefits and no trustee was paid for services.

One trustee retired during the year and a pattern of periods of service was introduced to avoid all trustees stepping down in one year. A new Trustee was recruited in September 2024 and the Chair, Elizabeth Burrows gave notice of her intention to step down, as chair, in 2025 but remain as a Trustee.

No staff were employed or paid.

6 volunteers assisted the charity during 2023/2024

Financial controls were reviewed during 2024 and we do not consider that any trustee or volunteer was in a role that required DABS checks.

The Trustees continue to work on-line including all Trustee meetings. This has included the following key achievements:

1 | P a g e

  1. Continuing virtual and occasional “face to Face” meetings with Norfolk & Waveney Clinical Commissioning Group [CCG] and its successor body the Integrated Care Board [ICB]. Further meetings have been held with Homes England [first phase development of the Southern Urban Extension], District and County Councillors and the local Member of Parliament to ensure all agencies involved in the design of the health and care plans for the Attleborough area are represented.

  2. Continued discussions with Attleborough Surgeries regarding Primary care development and facilities.

  3. Continuing discussions with Castlemeadow Care Ltd. Regarding purchase, design and construction of “Care Village” on former industrial site in Attleborough. Final detailed Planning consent for the first phase of this project was granted in February 2025

  4. Recruitment of additional volunteers with specific knowledge or experience in Health and Care operations has continued with an additional Trustee with Property management skills recruited in September 2024

  5. Continuing reporting and liaison with Attleborough Town Council and the Neighbourhood Plan group including the review of the Neighbourhood plan for publication in 2025

  6. Meetings directly with a number of adjacent Parish Councils being those directly i9nvolved in the use of the medical, pharmacy and GP services based in Attleborough

Strong financial controls have been required to cover all general running costs. Additional Grants from Attleborough Town Council received tin 2023 is budgeted to cover operational costs until September 2025.

2 | P a g e

Attleborough Health, Care and Well-being Trust

Statement of Financial Activities

Attleborough Health, Care and Well-being Trust
Statement of Financial Activities
Attleborough Health, Care and Well-being Trust
Statement of Financial Activities
For the Period Ended 30 September 2024
Note
Income:
Donations and legacies
2
Fundraising Income
3
Investment Income
Total Income
Expenditure on:
Charitable Activities:
4
Raising Funds and Publicity Costs
5
Governance Costs
6
Total Expenditure
Net income/(expenditure)
Transfers between funds
Net movement in funds
Reconciliation of Funds:
Total Funds brought forward
Total Funds
Total Funds
Restricted
Unrestricted
2024
2023
£
£
£
£
0
0
0
3,396
0
0
0
195
5
5
2
0
5
5
3,593
0
342
342
822
0
0
0
0
0
240
240
240
0
582
582
1,062
0
(577)
(577)
2,531
0
0
(577)
(577)
2,531
2,330
2,330
(201)
0
1,753
1,753
2,330

Attleborough Health, Care and Well-being Trust

Balance Sheet

For the Period Ended 30 September 2024

Note
Fixed Assets
7
Tangible Assets
Total Fixed Assets
Current Assets
8
Stocks
Debtors
Prepayments
Cash at Bank and in hand
Total Current Assets
Current Liabilities
9
Accruals
Total Current Liabilities
Total Net Assets or Liabilities
The Funds of The Charity
10
Unrestricted funds
Restricted Funds
Total Charity Funds
Creditors: Amounts falling due
after more than one year
Creditors: Amounts falling due
within one year
Restricted
Unrestricted
Total Funds
Prior year
Funds
Funds
2024
2023
£
£
£
£
0
0
0
0
0
0
0
0
0
0
99
99
96
2,074
2,074
2,654
0
2,173
2,173
2,750
180
180
180
240
240
240
0
420
420
420
0
0
0
1,753
1,753
2,330
1,753
1,753
2,330
0
0
0
0
1,753
1,753
2,330

The notes at pages 4 to 8 form part of these accounts.

Signed: Elizabeth Burrows, Chairperson Signed: George Ridgway, Trustee

These accounts were approved by the trustees on:

Attleborough Health, Care and Well-being Trust

Statement of Cash Flows

For the Period Ended 30 September 2024

Note
Net cash provided by Operating Activities
11
Cashflow from Investing Activities
Purchase/donation of tangible fixed assets
Cash provided by (used in) Investing Activities
Increase (decrease) in cash and cash
equivalents in the year
Cash and cash equivalents at the beginning of
the year
Total cash and cash equivalents at the end of the year
£
(577)
0
(577)
2,330
1,753
2024
£
2023
2,209
0
0
2,209
121
2,330

Attleborough Health, Care and Well-being Trust

Notes to the Financial Statements

For the Period Ended 30 September 2024

1 Accounting Policies

1.1 Basis of preparation of financial statements

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts. The accounts have been prepared in accordance with the Statement of Recommended Practice: Accounting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) issued on 16 July 2014 and Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and Charities Act 2011.

Attleborough Health, Care and Well-being Trust constitutes a public benefit entity as defined by FRS 102.

The accounts present a true and fair view and no changes have been made to the accounting policies adopted in note 1.1.

No changes to accounting estimates have occurred in the reporting period.

No material prior year errors have been identified in the reporting period.

In preparing the accounts, the trustees have considered whether in applying the accounting policies required by FRS 102 SORP a restatement of comparative items was needed. No restatements were required.

1.2 Income

Recognition of income

These are included in the Statement of Financial Activities (SoFA) when:

Offsetting

There has been no offsetting of assets and liabilities, or income and expenses, unless required or permitted by the FRS 102 SORP.

1.3 Grants and donations

Grants and donations are only included in the SoFA when the general income recognition criteria are met.

1.4 Legacies

Legacies are included in the SOFA when receipt is probable, that is, when there has been grant of probate, the executors have established that there are sufficient assets in the estate and any conditions attached to the legacy are either within the control of the charity or have been met.

1.5 Fund Accounting

Restricted funds are to be used for the specific purposes as laid down by the donor. Expenditure which meets these criteria is charged to the fund.

Unrestricted funds are donations and other incoming resources received or generated for the charitable purposes.

Designated funds are unrestricted funds earmarked by trustees for particular purposes.

Attleborough Health, Care and Well-being Trust

Notes to the Financial Statements

For the Period Ended 30 September 2024

Income From:
2. Donations & Legacies
Corporate
Individuals
Donations, Grants and Legacies
Equipment
3. Fundraising Income
Events
Expenditure On:
4. Charitable Activities
Insurance
Depreciation
Accounts fees
Admin and Consultancy
Bank Charges
Advertising/Marketing
Research Project
5. Fundraising and Publicity Costs
Raising Funds and Publicity Costs
6. Governance Costs
Total
Restricted
Unrestricted
2024
£
£
£
0
0
42
42
0
0
42
42
0
0
0
0
0
234
234
0
0
0
60
60
48
48
0
0
342
342
0
0
0
0
240
240
0
240
240
Total
2023
£
0
0
3,396
0
3,396
195
195
241
0
0
0
60
521
0
822
0
0
240
240

Attleborough Health, Care and Well-being Trust

Notes to the Financial Statements

For the Period Ended 30 September 2024

7. Tangible Fixed Assets
Analysis of Opening and Carrying Amounts
Cost or Valuation
As at 1st October 2023
Additions
At End of the Period
Depreciation and Impairment
As at 1st October 2023
Depreciation
At End of the Period
Net book value
As at 30th September 2023
As at 30th September 2024
8. Current Assets
Stocks
Accrued income
Prepayments
(Increase)/decrease in Debtors
9. Current Liabilities
Current Liabilities
Loan
Accruals
Increase/(Decrease) in Creditors
£
£
£
£
Freehold Land
and Buildings
Leasehold
Land and
Buildings
Plant and
Machinery
Fixtures,
Fittings
and
£
0
0
Total
0
0
0
0
0
0
0
0
0
0
0
0
0 0
0 0
Insurance 5 months c/f
George Ridgway
Accountancy & Independent Examiners Fee
(3)
(3)
0
0
0

Attleborough Health, Care and Well-being Trust

Notes to the Financial Statements

For the Period Ended 30 September 2024

10. Charity Funds

Unrestricted Funds
Designated Funds:
General Funds
Total Unrestricted Funds
Restricted Funds
Research Project
Total Restricted Funds
Total Funds
Purpose of Restricted Funds
At 1 October
2023
Income
(Expenditure)
Transfers
Gains and
(Losses)
At 30 September
2024
£
£
£
£
£
£
2,330
5
(582)
1,753
2,330
5
(582)
0
0
1,753
0
0
0
0
0
0
0
0
2,330
5
(582)
0
0
1,753

No restricted funds in this financial year

Purpose of Designated Funds

No designated funds in this financial year

Attleborough Health, Care and Well-being Trust

Notes to the Financial Statements

For the Period Ended 30 September 2024

11. Reconciliation of net income to net cash flow from operating activities

Net Income/(Expenditure) for the reporting period
Adjustments For:
Net Movement in funds
Depreciation charges
Rounding difference
(Increase)/decrease in stocks
(Increase)/decrease in Debtors
Increase/(Decrease) in Creditors
Net Cash Provided by/Used in Operating Activities
2024
£
(577)
0
0
(577)
2023
£
2,531
2
96
(420)
2,209