## **Positive AIMs** Trustees’ Annual Report April 2021 – March 2022 ## **Overview** This year has also proved to be fraught with conditions outside the control of the Trustees and staff of Positive AIMs (PA). Covid19 has been dominating the lives of everyone and has created a very different environment in which we have been working. Many of the people with whom we are working live in residential homes and have been governed by rules created by Public Health England to keep them safe within their homes and away from the possibilities of contracting covid from outside. This has caused many issues with planning outings and regular activities for managers of the homes involved. The knock on from this has been to make planning our usual activities with our target group almost impossible during this period. However, PA staff have worked creatively to get activities moving and have been able to work online with one group. Face to face activities resumed in September. During October things were getting back to near normal and a new initiative had been set up for older people in West Somerset. ## **Activities** Early summer saw some online classes being held for people living in a local housing association. This was carried out with financial support from SS&L, an adult learning provider. Staff worked Flexi-furlough and claimed some hours through each system. Flexi-furlough allowed some planning time to start setting up a new initiative for people living alone or looking for companionship and sociable activities in West Somerset. Tuesday Club resumed with number fluctuating hugely for the remainder of the year. Numbers went from one to fifteen with no continuity. This made planning activities (and lunch) extremely challenging for staff with finance being the key issue, as low numbers did not pay for basic costs. However, the funds in hand covered costs and a bonus payment from SS&L ensured no problems ensued whilst numbers of participants were low. This period was still well within the covid restrictions and every week at least one home was under curfew due to infection. As a charity offering activities outside the residential situation, we were determined to continue a service even when losing money on income. Participants were showing obvious signs of boredom at home, having spent months in their respective homes unable to mix with others and the chance of being out in company was evidently beneficial when they were able to attend. Jolly Codgers was the eventual name decided on for the group who met on Mondays. This service started on Fridays in Sainsbury Hall in Minehead and moved to a Monday in the Lawns in January 2022. It targets older people and people living alone. This has started very slowly and had a small number of takers initially. By March it was still not paying its way but the trustees agreed to allow funds in hand to cover expenses as the value of this group was obvious to those attending. Many of this group have dementia and some of the value is in family and carers having a day of respite. Socialisation is another aspect that has proved to be important to participants. Making friends and having someone to chat with is vital to those who come along. Advertising both groups has been problematic as it seems word of mouth is the main way of recruiting. This had been a particular problem for the Jolly Codgers, a person living alone often finds it difficult to walk through the door into a strange environment. We continue to try to advertise in a variety of ways, paper leaflets, social media, knocking on doors of professionals (medical surgeries, social worker, local specific groups such as Forget-me-nots) ## **Future** As covid restrictions lift gradually, we are confident that numbers will pick up and Positive AIMs will become viable again with minimal outside funding. There are ideas waiting to be tried as soon as possible, which is as soon as face to face restrictions are lifted and we can mix with confidence in public. The future looks promising for the groups accessing Positive AIMs services. POSITIVE AIMS FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022 INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF POSITIVE AIMS I retK)rt on the accounts for the year ended 31 March 2022 which are set out on pages I to 3. Respective responsibilities of the Trustees and Independent Examlner As trustees of the charity, the members of the Chariiy are responsible for the preparation of the accounts. They consider that an audit is not r(lluircd for this period under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to examine the accounts under section 145 of the 2011 Act. follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Act. and state whether particular matters hav¢ come to my attention. Basls of Independent Examiner's Statement My ¢xamination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records k¢pt by th¢ charity and a comparison of the accounts presented with those records. It also includcs consid¢ration of any unusual item5 or disclosures in the account5, and seeking explanations from the management committee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in a full audit, and consequently I do not express an audit opinion on the accounts. Independent Examiner?s Statement In comiection with my examination, no matters have come to my attention which give me reasonable cause to believe that in any material respect the requirements • to keep accounting records in accordance with s.130 of the 2011 Act; or to prepare accounts which accord with these accountin8 r¢¢ rds ha¥e not bc¢n m¢t' or 2 to which, in my opinion, attention should be drawn in rde o enabl¢ a proper understanding of the accounts to be reached. Ant ony Porter FCA BA(Hons) Amherst & Shapland (Taunton and Wiveliscombe) Chartered Accountants Unit 2 Old Brewery Road Wiveliscombe TAUNfoN TA4 2PW 23 January 2023 POSITIVE AIMS RECE¢ IPTS AND PAYMENTS ACCOUNT Foi- the year ended 31 Mach 2022 Unrestricted Restrieted Fulld5 Funds Totsl Funds 2022 Last Year 2021 RECEIPTS Yolupitary receipts (note 2) 6,63Y.4 6,63Y.4¥ 14,324.48 Aclivitiesfor generoiingfvnds (noie 3) 5,762.75 5,762.75 Fwid raising ¢veiits (note 4) TOTAL RECEIPTS 317.22 317.22 544.ou 12 719.45 12 719.45 14,868.48 PAYMENTS Aciivliiesfor g£nerolingfunds Consumables Rent Staffing F.quipment Miscellaneous 702.25 84.00 11.337.99 702.25 84.00 11,337.99 12.00 10,974.09 271.44 271.44 12,395.68 12 395.68 10.986.09 Administration Insurance A¢¢ountancy fees 649.91 649.91 501.56 200.00 649.91 649.91 701.56 TOTAL PAYMEI NTS 13 045.59 13 045.59 11687.65 NFT OF REI Cli IPTS Ovfi Il PAYMETrrrs (326.14) (326.14) 3,180.83 Cash funds 148t year end 11,600,03 904.81 12.504.84 9.324.01 'I'r&n$ter8 betwe¢ll tUDds CAsh funds this year end £11,273.89 £ 904.81 £ 12,178.70 £ 12,504.84 Page I POSITIVE AIMS STATEMENT ofi ASSEI TS AND LIABILITIEI S As at 31 March 2022 Unr¢stricted Restricted Funds Funds Totnl Funds 2022 Cash funds Bank currenl accouptt Cash in I￿nd 11,273.89 904.81 12,178.70 £ 11,273.89 £ 904.81 £ 12,178.70 Approved by the Trust¢¢s on ..... (Chairperson) %a. and signed on their behalf by Gerald Hargrave Page 2 POSITIVE AIMS NOTES TO THI filNANCIAL STATEMEI NTS For the year ended 31 Mareh 2022 l AccouwfiNG POLICIES The financial statements have been prepared in accordance with Charities Act using the Rec¢ipts and Payments basis. 'llie Keceipts and Payments basis summarises only cash movements during the year with a ststement of assets and liabilities at the year end and do not claim to sliow a irne and fair view of the charity's financial activities. The financial statements are prepared on the funds basis which classifies tiansactions into twu funds: Unrestricted fimds being those funds received with no conditions attached and which can be used for the geneizL charitable purposes, and Restricted fimds which have been raised or given for a specific pwpose and are therefore not available for g¢neral activities. 2 VOLUNTARY RECEIPTS Unrestrieted Funds Restrleted Total Funds 2022 Donations Grant5 Sob Retention Sck]eme Grants 661.59 3,242.77 2,735.12 £ 6,639.48 661.59 3,242.77 2,735.12 £ 6,639.48 3 ACTIVITIEI S FOR GENERATIIYG FUNDS Fees 5,762.75 5,762,75 £ 5,762.75 £ 5,762.75 4 FUND RAISING EVENTS Lakes 317.22 317.22 317.22 317.22 Page 3