## **STEEL BONES**
## **FINANCIAL STATEMENTS**
**FOR THE YEAR ENDED**
**31 MARCH 2024**
**CHARITY NO. 1174189**
## **STEEL BONES**
## **FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDED 31 MARCH 2024**
## **INDEX TO ACCOUNTS**
||**Page**|
|---|---|
|Trustees’ Report|1 - 6|
|Report of the Independent Examiner|7|
|Receipts and Payments Account|8|
|Statement of Assets and Liabilities|9|
## **STEEL BONES**
## **TRUSTEES’ ANNUAL REPORT**
## **FOR THE YEAR ENDED 31 MARCH 2024**
The Trustees are pleased to present their report, together with the financial statements for the year ended 31 March 2024.
## **REFERENCE AND ADMINISTRATION**
Steel Bones is a registered charity, number 1174189.
## **Address of Charity**
C/O The Beeches 32 Mill Street Isleham Cambridgeshire CB7 5RY
## **Trustees**
C Phelps (Chairman) L Joy-Staines (Vice Chair) A Tilbrook K Skinner L Mason-Mackay E Bye B Lawler H Pont (appointed 5 February 2024) G Hawksworth (appointed 12 June 2023)
## **Bankers**
Barclays Bank Plc 58 High Street Newmarket CB8 8NH
## **Independent Examiner**
Jamie Norton FCCA Lovewell Blake LLP The Gables Old Market Street Thetford Norfolk IP24 2EN
Page 1
## **STEEL BONES**
## **TRUSTEES’ ANNUAL REPORT continued**
## **FOR THE YEAR ENDED 31 MARCH 2024**
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
The Charity is constituted as a Charitable Incorporated Organisation registered on 9 August 2017.
According to the Charity’s constitution, the Board of Trustees should consist of at least three Trustees.
All new Trustees will be provided with copies of:
- The Charity’s constitution.
- A copy of the minutes from the previous three board meetings.
- A Trustees’ job description.
- Relevant policies, including social, financial, safeguarding and whistleblowing policies.
- The essential trustee: what you need to know, what you need to do.
The Annual General Meeting is usually held in November with meetings held when required.
The Charity employs Emma Joy-Staines, who is the wife of Leigh Joy-Staines a trustee of the charity, and that Leigh plays no part in setting Emma’s remuneration.
## **Public Benefit**
The Trustees have considered the Charity Commission’s guidance on public benefit. They confirm that in planning and carrying out the Charity’s activities they have had regard to this guidance.
## **OBJECTIVES AND ACTIVITIES**
- To relieve poverty and distress and to promote the health and rehabilitation of persons who have suffered the loss of a limb or part of a limb.
- To relieve the social, emotional and mental needs of the families, supporters and carers of persons who have suffered the loss of a limb or part of a limb.
- To advance public education regarding amputation and its implications and to promote greater awareness of the needs of amputees, their families, supporters and carers.
- To inspire proactive, healthy lifestyles, signposting sports clubs and motivating sports activities.
Page 2
**TRUSTEES’ ANNUAL REPORT continued FOR THE YEAR ENDED 31 MARCH 2024**
## **STEEL BONES**
## **ACHIEVEMENTS AND PERFORMANCE**
In 2023/2024, the Steel Bones team and trustees began implementing year 2 of our growth strategy as well as securing further funders enabling thorough forecasted activities and finances. A key focus has been to broaden the NHS collaborations ensuring we reach those amputees who most need our support.
In September, we reached the milestone of 1,000 members, seeing on average an additional 20 families registering each month. This remains primarily white families, so we continue to reach out to Temples, Mosques and local ethnic forums to ensure all are aware of the support they can access. We are seeing ethnic minority registrations increase with 6% of registrants being from an ethnic minority. We continue to find new ways and new partners to help us connect with the different communities.
One of our key aims in 2024 is to ensure we communicate all we do as clearly as possible, hence we underwent a communications workshop in January, facilitated by one of our Trustees with expert communications knowledge and skills through his skilled experience. This has enabled us to launch communications on post, telephone, email and social media.
The new Trustees have been a fantastic addition to the Board with much needed skills, expertise and ambition for the Charity’s growth. We now work towards splitting into working parties to focus on different aspects.
Increasing our meet ups and activities has enabled us to extend our reach as the beneficiaries asked for this in the survey we completed January 2023. There are always more to launch and it remains a constant balancing act between resources, manpower and funding. We also want to ensure we maximise every opportunity and ensure that each meet up and activity has standard expectations of promotion and making sure local people have plenty of notice.
The benefits and housing support we provide continues to experience increasing demand. The benefits have increased tenfold with support given to 109 families. We urgently need to secure funding to extend the team working on this so that we can support more families and relieve the pressure on the current team. We have a survey in place so that families can feedback on this support.
Our NHS partnerships have progressed significantly. Partly, thanks to the support of the Vascular Team at Lister Hospital who collaborated on a survey to our community to help us quantify the impact we have on amputees. This collaboration led to them putting us forward for a talk at the Vascular Society Conference in Dublin in November where we will present the findings and have a stand. We secured one of the Health Innovation prizes from the Cambridgeshire and Peterborough Integrated Care Board which enabled us to work very closely with the Addenbrookes Physio and Prosthetics team. To cope with the demand from health professionals we launched an NHS pack in September and in January we launched **:**
- Health professionals' resources
- Health professionals E Newsletter
- -
- NHS webpage: https://steelbone.co.uk/nhs support/
Page 3
## **STEEL BONES**
## **TRUSTEES’ ANNUAL REPORT continued FOR THE YEAR ENDED 31 MARCH 2024**
Taking time to reflect, review and rethink our volunteering approach has been hugely beneficial to ascertaining what works best for the volunteers and beneficiaries. This was a team effort to find the best way forward for Steel Bones. Everyone’s voices were heard, and it was a thorough, worthwhile process. We launched a new 3 tier volunteering system to ensure everyone can participate at whichever level suits them at the time, so it is a fluid process.
A key focus for the next 6 months is to diversify our income. Whilst our activities are in demand, balancing this demand with the need to ensure we are regularly submitting local applications to fund local activities is crucial as well as building income from businesses. We will be launching a business engagement strategy. We are now Charity Partners of Dorset Orthopaedic, Blatchford, and have received kind support from Anglia Translation Services and Sustainable Tech 4 Good. We will continue to build on this and will launch our Business Community webpage in April as well as our Business Community focussed E Newsletter in April. We are looking to do this on LinkedIn.
We have launched a Canoe Fundraiser which will have 25-30 participants. This will be our first fundraising challenge since 2018 and we anticipate it will raise in the region of £2,000-£3,000 to go towards helping more amputees nationally.
## **Beneficiary Support**
65 local meet ups and 114 fitness clubs a minimum of 263 hours delivering face to face group support. Plus 39 online sessions which totals 78 hours of weekly online support in 2023/2024. We launched all 2024 dates in December. The following provides a run-down of activities and locations.
- 253 new amputee families have registered with us and received information and support packs.
- Provided 406.75 hours of 1-2-1 Phone support over 3931 phone calls. 30% of these were not answered, 6% of these were less than 5 minutes long and quick check ins with families and the remaining 64% were 10-60 minutes providing 1-2-1 family support.
- We have provided regular mentoring support to 441 families. 219 of whom were triaged as in most severe of crises in red, for instance, awaiting amputation, benefits support, isolated and 222 triaged as amber stage which means we have progressed their situation and they are awaiting full resolution.
- Our Benefits Volunteer has provided advice on benefits and reductions to 109 different families. Some of these families were assisted with appeals successfully and applying for benefits.
- Our Housing Support Worker assisted 15 different families with queries, emails to and from MPs and Councillors asking for their assistance in speedy and full resolutions for most cases.
- 14 E Newsletters now sent to 1085 beneficiaries and across all amputee-led social media and Facebook groups.
In our recent consultations with beneficiaries:
- 76% said we had improved their quality of life; 18% said we might have improved their quality of life.
- 69% felt Steel Bones had improved their independence; 20% said we might have increased their independence.
- 89% felt Steel Bones had made them feel more motivated.
- 78% found it helpful to share your experiences with other amputees and their families through Steel Bones.
Page 4
## **STEEL BONES**
## **TRUSTEES’ ANNUAL REPORT continued**
## **FOR THE YEAR ENDED 31 MARCH 2024**
## **TEAM**
- Recruited Volunteer Coordinator – 47 applicants, 4 reached second interview.
- Director participated in the Cranfield Trust Peer mentoring 121 programme and group peer network group.
- Established Celebration Day team.
- Completed cyber training.
- Completed social media training.
- 12 family mentor wellbeing sessions delivered.
- 12 team meetings held with family mentors.
- Established phone team, training procedures and monthly catch up.
- Established meet up hosts team and monthly catch up.
- Trustee team away evening facilitated by CCVS working through a SWOT analysis, reviewing risk register, trustee training and putting in place working parties for fundraising and risk.
- Attended challenging behaviour course with.
- BBQ with volunteers and briefing for celebration day funded by CFG Law and Tees Law
- Afternoon tea for volunteers funded by Irwin Mitchell.
- Launched new induction programme with packs sent out beforehand.
- Launched a regular quarterly online volunteer games night.
- Held NHS communications roundtable and will feed into review of our communications strategy Jan 2024.
-
- Launched Young Voices Committee to recognise the next generation formally.
## **Governance**
Our new Trustees have been an invaluable addition to the Board, adding Human Resource, Marketing and Strategic skills. Steel Bones continues to review all policies with the safeguarding and organisational policies being the main priority. 2024/25 will see the development of the next 5 years business plan and growth strategy to prepare for the next stage of scaling up of Steel Bones across England and Wales.
## **Wider Amputee Community Activities**
Steel Bones continued to build partnerships with fellow charities and agencies. Coordinating meetings for the voluntary user groups such as carers charities and disability charities to ensure we provide the best support to our families. Steel Bones supported meetings for the Amputee User Groups Alliance (AGUA) meetings, uniting all incredible volunteers in the amputee sector across England and Wales.
## **FINANCIAL REVIEW**
The Charity’s principal sources of funding are:
- Fund raising events.
- Grants and donations.
The Charity’s main expenses are project costs, wages, office expenses and event costs.
Page 5
## **STEEL BONES**
## **TRUSTEES’ ANNUAL REPORT continued**
## **FOR THE YEAR ENDED 31 MARCH 2024**
The total receipts amounted to £158,715 and, after payments of £174,480, the net loss for the year amounted to £15,765 (2023: a net loss of £9,204).
The Trustees consider the year end financial position to be satisfactory and confirm that the Charity can meet all known obligations.
## **Reserves**
At the year end, the Charity’s bank balance totalled £6,985 and together with current and fixed assets of £6,931 and deduction of current liabilities of £8,069 there were positive reserves of £5,847.
The Trustees declare that they have approved the Trustees’ Report above.
Signed on behalf of the Charity’s Trustees:
B Lawler A Tilbrook (Trustee) (Trustee)
Date:
29/1/2025
Date: 20/1/2025
Page 6
## **INDEPENDENT EXAMINER’S REPORT OF THE TRUSTEES OF**
## **STEEL BONES**
## **FOR THE YEAR ENDED 31 MARCH 2024**
I report to the Charity Trustees on my examination of the accounts of the Charity for the year ended 31 March 2024 which are set out on pages 8 and 9.
## **Responsibilities and basis of report**
As the Charity’s Trustees 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 Charity’s accounts carried out under section 145 of the 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**
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 held in respect of the charity 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 draft in this respect in order to enable a proper understanding of the accounts to be reached.
Jamie Norton FCCA The Gables Independent Examiner Old Market Street Lovewell Blake LLP Thetford Chartered Accountants Norfolk IP24 2EN
Date:
Page 7
## **STEEL BONES**
## **RECEIPTS AND PAYMENTS ACCOUNT**
## **FOR THE YEAR ENDED 31 MARCH 2024**
|**2024**
**2024**
**Unrestricted**
**Restricted**
**Funds**
**Funds**
**£**
**£**
**Receipts**
Donations
10,378
50
Fundraising
2,682
-
Lottery fund grants
-
73,722
Grants
14,743
57,140
**Total receipts**
27,803
130,912
**Payments**
Project costs
5,632
42,903
Marketing materials
501
6,903
Events
564
16,136
Purchase of new assets
-
-
Legal, professional, subscriptions and note taking
8,667
347
Wages and pension costs
-
79,378
Stationery and computer costs
5,998
7,451
**Total Payments**
21,362
153,118
**Net receipts/(payments)**
6,441
(22,206)
Cash funds at 31 March 2023
13,594
9,156
Cash funds at 31 March 2024
20,035
(13,050)|**2024**
**Total**
**Funds**
**£**
10,428
2,682
73,722
71,883
158,715
48,535
7,404
16,700
-
9,014
79,378
13,449
174,480
(15,765)
22,750
6,985|2023
Total
Funds
**£**
13,562
1,664
-
110,739
125,965
36,990
6,388
13,620
10,866
7,774
48,693
10,838
135,169
(9,204)
31,954
22,750|
|---|---|---|
Page 8
## **STEEL BONES**
## **STATEMENT OF ASSETS AND LIABILITIES**
## **FOR THE YEAR ENDED 31 MARCH 2024**
|**2024**
**2024**
**2024**
**Unrestricted**
**Restricted**
**Total**
**Funds**
**Funds**
**Funds**
**Cash Funds**
**£**
**£**
**£**
Current account
20,015
(14,281)
5,734
Advance Account
20
-
20
Prepaid Card
-
1,231
1,231
**Total cash funds**
20,035
(13,050)
6,985
**Assets retained for charity’s own use**
**Current**
**Value**
**£**
Stocks
500
-
500
Bespoke family database
5,075
-
5,075
Mobile phones
260
-
260
Laptops
51
1,045
1,096
**Total assets retained for charity’s own use**
5,886
1,045
6,931
**Liabilities**
Independent Exam
2,000
-
2,000
Bookkeeping
3,646
-
3,646
Project costs
410
-
410
PAYE
-
1,690
1,690
Pension Payable
-
323
323
6,056
2,013
8,069|2023
Total
Funds
**£**
21,980
20
750
22,750
**Current**
**Value**
**£**
-
7,175
325
3,041
10,541
2,000
4,189
648
-
220
7,057|
|---|---|
29/1/2025
These financial statements were approved by the Trustees on ……………………………and are signed on their behalf by:
B Lawler (Trustee)
A Tilbrook (Trustee)
Page 9
## **Certificate Of Completion**
Envelope Id: 088FAE40-A45A-49DB-830F-2D543717B035 Subject: Steel Bones - Draft Accounts for the year ended 31 March 2024 Source Envelope: Document Pages: 11 Signatures: 4 Certificate Pages: 2 Initials: 0 AutoNav: Enabled EnvelopeId Stamping: Disabled Time Zone: (UTC) Dublin, Edinburgh, Lisbon, London
Status: Completed
Envelope Originator: Tracey Couzens Bankside 300, Peachman Way Broadland Business Park NORWICH, Norfolk NR7 0LB t.couzens@lovewell-blake.co.uk IP Address: 89.197.39.242
## **Record Tracking**
Status: Original Holder: Tracey Couzens 20 January 2025 | 10:43 t.couzens@lovewell-blake.co.uk
Location: DocuSign
**Signer Events Signature** Jamie **Completed** j.norton@lovewell-blake.co.uk Lovewell Blake LLP Using IP Address: 89.197.39.242 Security Level: Email, Account Authentication (None) **Electronic Record and Signature Disclosure:** Not Offered via DocuSign Adam Tilbrook adam@steelbone.co.uk Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 164.39.225.188 **Electronic Record and Signature Disclosure:** Not Offered via DocuSign Billie Lawler bkins1971@googlemail.com Security Level: Email, Account Authentication (None) Signature Adoption: Drawn on Device Using IP Address: 80.47.175.205
## **Timestamp**
Sent: 20 January 2025 | 10:48 Viewed: 20 January 2025 | 11:12 Signed: 20 January 2025 | 14:19
Sent: 20 January 2025 | 14:19 Viewed: 20 January 2025 | 14:37 Signed: 20 January 2025 | 14:54
Sent: 20 January 2025 | 14:55 Viewed: 29 January 2025 | 07:59 Signed: 29 January 2025 | 08:00
## **Electronic Record and Signature Disclosure:**
Not Offered via DocuSign
|**In Person Signer Events**|**Signature**|**Timestamp**|
|---|---|---|
|**Editor Delivery Events**|**Status**|**Timestamp**|
|**Agent Delivery Events**|**Status**|**Timestamp**|
|**Intermediary Delivery Events**|**Status**|**Timestamp**|
|**Certified Delivery Events**|**Status**|**Timestamp**|
|**Carbon Copy Events**|**Status**|**Timestamp**|
|**Carbon Copy Events**|**Status**|**Timestamp**|
|---|---|---|
|Emma||Sent: 20 January 2025 | 14:19|
|emma@steelbone.co.uk||Viewed: 20 January 2025 | 22:00|
|Security Level: Email, Account Authentication|||
|(None)|||
|**Electronic Record and Signature Disclosure:**|||
|Not Offered via DocuSign|||
|Hana||Sent: 20 January 2025 | 14:19|
|hana@steelbone.co.uk|||
|Security Level: Email, Account Authentication|||
|(None)|||
|**Electronic Record and Signature Disclosure:**|||
|Not Offered via DocuSign|||
|**Witness Events**|**Signature**|**Timestamp**|
|**Notary Events**|**Signature**|**Timestamp**|
|**Envelope Summary Events**|**Status**|**Timestamps**|
|Envelope Sent|Hashed/Encrypted|20 January 2025 | 10:48|
|Certified Delivered|Security Checked|29 January 2025 | 07:59|
|Signing Complete|Security Checked|29 January 2025 | 08:00|
|Completed|Security Checked|29 January 2025 | 08:00|
|**Payment Events**|**Status**|**Timestamps**|