Registered Charity Number 1179499 EAST YORKSHIRE PARENT CARER FORUM (A Charitable Incorporated Organisation) FINANCIAL STATEMENTS Year end&1 31 MARCH 2023 PHOENIX ACCOUNTANCY AND BUSINESS CONSULTANCY UMITED
EAsf YORKSHIRE PARENT AND CARER FORUM Charity NLrnber: 1179499 Contents to the Finanaal Ststements For the period ended 31 Marth 2023 Page TrteeS Annual Report Independent Examiners, Report RLreipts and PayffEnts AttoLnt 10 statement of Assets and Liabilities 11 Notes to the Finanaal Statements 12
EAST YORKSHIRE PARENT AND C4RER FORUM Charity Nlber. 1179499 Trustees Annual Report For the period ending 31 Mar(h 2023 The TrLStees prewt their report with the finanaal statements of the tharity for the period ended 31 March 2023. Referen and Administrative Details of the Charlty, Its Trustees and Advisers East yorkshi Part Carer Forum 1179499 7 pip Road Hutton Driffidd East Yorkshire Y025 9YY Unit 4 East Riding PAEine5s Centre Annie Reed Road BerleY East Yorkshire HU17 OLF Names of Trust who serv8J during the wiod and Sin the year end were as follows.. Shea Withers, Chairpwson Shirley Pethid( Samantha Bassett, TreasLr
EAST YORKSHIRE PARENT AND CARER FORUM Charity Number: 1179499 Trustees Annual Report For the perlod ending 31 Marth 2023 Reb Triffitt MAAT Phoenix AccoLrtancy and &sine5s ConsLlltan Litnit Morlq s Hou%e Morlq s Yard Walkwgate Beverley HU17 9BY Yorkshire Bank 39 Saturday Market Pl Beverley East Yorkshlre HU17 9AQ East Yorkshire Pwent Carer Fowm is a Charitsble Incorporated Organisation, rejister with the Charity Commission, governed by its Constitution. The CIO was registered on 9th ALKJLSt 2018. The Tru5t&s form the Managernt Comrnittee of the charity. The mLSt be at least three tharity TruStS. The maximum numbex of charity TrL is 12. The members of the Management committ are dected at the Ann1 Geral Meeting and one third of the charity Tru%tees retire at eth AGM. Retiring TrLStees are eligible for re-dection. All members are ciralated with invitations to nominate Tree5 in advan of the AGM. There is a provision for the co-option of additional Trustees as long as the maximum number of TrLt has be1 reached. Thr& TrLSteÉs are required to rnake a qwrum.
EASf YORKSHIRE PARENT AND CARER FORUM Charity Number: 1179499 Trustees Annual Report For the period ending 31 Marth 2023 Expression of interest for6 are sent to potential TrlSt and these are discussed at the next Tr(st meeting. Ow ffEmbers are then infornl prior to the next AGM and members are given the opport(mity to vote for them. New TrLSt$ th undergo indLLtion training provided by the other Trl6t inclLKling the attivitles, aims and objtiveS of the tharity, the strLKture of the organlsatlon, general procedures of the organihition. They are also provideyl with the Charity Commissions 'Roles and Responsibilities of Tnstees,, the Constitution, the latest statutory finanaal statements, Annual Report, and finanaal reports provide£1 to Trustees. Any additlonal training reqred by the new TnEtees will be identified during indwtion, and may be rted at any point by ne*V and existing TrLStees, whwe it is considered useftl to their role as Trust The TreeS are responsible for the overall management and control of the Charlty. Trust are aware that any conflitt of interest is d&lar8J and minuted. The board meets monthly. The major risks to which the Charity is exposed, as Idtifi&l by the TrL&ees, have been reviewed and systems have been establ1th to mltigate those risks. Comprehenslve polldes and procedures are In Pl and regularly Lpdated. Objectives and Activities The charity's objectives and prinapal attivities are the promotion of 9)clal indusion among parents of children and young p8)ple with SEND (Speoal EdatIonal Needs and Disabilities) who are jaalIY exdLklal from sooety, or parts of soaety, as a result of their special &YLKational needs and disability by: l. providing edtion and information to support arKI able parents to maximise edLLltional opportunities for their children; 2. raising public awaren of the is5 affecting families with thildren and young P8Jple young people and families with SEND, both gerallY and in rdation to thelr sooal exclusion. 3. providing workshopsi forLms and general support; 4. providing recreational facilities and opportunitie5 for families of thildren with SEND to be integrat& into soaety.
EAST YORKSHIRE PARENT AND CARER FORUM Charity Number: 1179499 Trustees Annual Report For the period ending 31 Marth 2023 Athievements and Performan The majority of meetings with the LA, Health and Partners continue to be virtLo1 meetings where we remain Committ to representing the views of all parents and carers experiences. The year ending 3 1st Marth 2023 has been an extremely b(6y one for the forum largely dominated by Written StaterrEnt of Action (WSOA) following the Local Area Ofsted Inspection: Contlnuation of work on Steering Grow) reStrle and SCeSsion planning wlth an external consultant The PCF worked alongslde a Contatt assodate on Strgthenlng relatlonships and c produttion with partners as part of the findings following the Ofst&l Insfvion. Workstream meetlngs attend with the L4 and Health partners and ffonthly catch ups with the new Director of Sla115t Suv1 plLS weekly communication with the communication and partnership manager. Attendance at PCF Regional meetings and training. The PCF met with the LA and stakeholders mnthly to feedbad( conwns of parents which were turn into 'You Said, We did. on the Local Offer. The PCF were part of organising Holiday Activities for CYP able to ac5 HAF funding and these were very SLKcessft1. The PCF increas8J to membership of the "Collective vol Group" for sharing information, updates to seriices and gathering VI5. Secondly contact Increased with individLk31 parents to offer information and signposting to appropriate servi. Hdd In person "Coffee and Chat" wlons for ffnber$ to share experien and gather fbad( as well as supporting LA18J themed workshops. Took part on interview panels for varloLS L4 senlorlexlxutive posts. Two Steering group members attend "SEND developMpt and ImproVeMt &)ard" and other relevant SEND workstream meetings. The Administration Assistant barne the Partiapation Co-ordinator for the PCF and a new part time administrator was employed. The PCF increasaj representation on the "newodiversiv workstreams developing the new front door servi. The PCF continLEd to hold cDff mrning sessions and workshops (virt] and fa to ) on a variety of subjetts based upon topics our partS tell are important. Ongoing SLA with the LA for a partiapation ctrordinator and administration support to in¢Jea* membership in areas of low representation. 11 wi In devdoping the main objettives for the following year the Tr5 have glven rejard to the Charlty Commission guidan on public benefit. Our main objectives for the 2023124 year are:
EAST YORKSHIRE PARENT AND CARER FORUM Charity Number: 1179499 Trustees Annual Report For the period ending 31 Marth 2023 ContinLE the restrLtture of the string GroLpIRoles and Responsibilities and working with an eXtnal faalitator on SLcesSion planning. RecrLitment and expansion of the nLrnber of TnEtees with exmise in particular areas. RrUitrnent of St&ring Gro membws. strengthen the rdationship with voltary and pOrt groL4)s in the East Riding Maintain the partiapation coordinator and administration roles to su)port the Forum Voluntary S*or, Part5 and (arus. Provide families with the support and information rquirtyl following the release of the green paper. Co-sign the Memorandum of Understanding with the LA. Devdop a more responslve approach to the feedback rrE&ings with the Local Authority and Health. (Key aJrrtt ISS indthe: s0enry of provision, communlcations wlth the Local Authority; qLkillty of EHC Plans and Ann1 rwlews; and transition planninglPreparing for Adulthood) ContinLE to organise sessions and eients based on the neals of parentslcarers: e.g. information on the Graluated Response, Termly s)pOrt Plans, Parent Carer Needs Assessments; SEND 0pment and Improvent Plan, Roles and responsibilities of the SENDARTIO-25 Team, Personal edatIOn bLKlgets and Personal travd budgets etc. Devdop joint events wlth adjnt ParVcarer forwns. Co-prodLKe a redesign Local Offer Market and promote onlinelmalia platfomis to ddlver online webinars, meetings and training sessions. To work with the LA and partnws indIng the Volwtary sector on the SEND Development and Improvement plan and the writt Statanent of Action. To ensure that the attion points and mllestones co-prod1 by parent carers from the Oftsed Report are ddivered by the LA. Develop better opportunities for C&YP seeking, voltary work and unployment wlth disabl8J confident employers. Improve ac to the Narodiversity service for C&YP and families Finanaal Review Due to the current funding Strture of the Charity whith mostly restrictgj funds. We do not have a reserves policy at this tirrE. We will look at implementing a resVeS policy in 2023124.
EAST YORKSHIRE PARENT AND CARER FORUM Charity Number: 1179499 Trustees Annual Report For the period ending 31 Marth 2023 Independent Examiner We appointed Phoenix AccoLntaw and &&'ness ConsLdtancy Limited, a trling subsidiary of East Riding Vollntary Attion servi (ERVAS) Ltd to carry out the Independent Examination for the tharity for this accounting period. A resolution to reappoint Phoenix AccotanCY and &siness ConsLltanq will be proposed at the forthcoming annual general meeting. Statement of Trustees responsibilities The TrL are responsible for preparing a Tt5, AnnLBI Report and Finanaal Statements in accordan with applicable law and unit kn'ngdom Accounting Standards. East Yorkshire Parent Carer FOrn has incorrE bdow £250,000 and has therefore el*ed to prepare the finanaal statements on a Receipts and Payments basis in line with the Charities Act 2011. The Tr&%tees are responslble for keeplng prow accountlng records that dlsdose wlth reasonable accurw at any time the finanaal position of the tharity. They are also responsible for safeguarding the assets of the tharity and hen tsking reasonable steps for the prevention and detection of fraLKI and other irr8JLdaritie5. Statement of dlsdosure of Inforniatlon to Independent Examlner We, the of the Charlty who hdd offlce at the date of approval of these financlal stateEntS, each confirm so far as we are aware, that: £> thwe is no reledant information of whith the Charivs Indedent Examiner is Lnaware. and we have taken all the steps that we 0ht to have taken as TrLtstees in order to make oursejves aware of any rdevant information and to establish that the Charlvs Independent Examin is aware of that Information. Dedaration The TrL of the tharity are pleased to present their rew)rt togethu with the accolmts for the period 31 Marth 2023. The )untS comply with arrent statutory requireEntS, goveming do(unent and Charity Commission gidan. Approved by the TreeS and Sign on its behalf by: Lkn.LS eena Withtrs Chairperson Date..
EAST YORKSHIRE PARENT AND CARER FORUM Charity Number: 1179499 Independent Examiner's Report to the Mémbers of East Yorkshire Parent Carer Forum I reporton accounts of East Yorkshire Parent Carer Fonjm for the year ended 31 March 2023, which are set out on pages 10 to 15. Respective responsibilities of Trustees and examiner The charity's Trustees are responsitde fcf the preparation of the accounts. The charity's Trustees consider that an audit is not required for this year (under sectK)n 144(2) of Ihe Charities Act 2011 {the 2011 Act)) and that an ind8FEndent examinalion is need&J. It is my resp)nsibilty to- examine the accounts (under section 145 of the 2011 Act). to follow th8 procedures laid down in th8 General Dir8Ctions giv8n by the Charity CmmIssiOn8rS (under section 145(5)(b) of the 2011 Act): and to stat6 whether partular matters have come to my attention. Basls of Independent examiner's report My examlnatlon was carried out in accordarts with the General DirectK)ns grven by the Charity Commissioners. An examlnation irKILwJes a review of the accountlrNJ records kept by the charity and a comparison of the accounts presented with those reconls. It also indude5 corsideratw)n of any unusual Items or disclosures in the accounts, arKI seekiThJ explanations from you as Trustees conrning any such matter5. The procedu undertaken do not provkle all the evidence that would be required in an aLKlit, aTrJ cor6equendy I do not express an aLKlit opin1n on the view given by the accounts. Independent examlnerfs statsment In connettlon wtth my examlnatk)n, no materkil matters have corne to my attentlon whlch gives me cause to belleve that in, any material respect: accounting records were t kept In accordan with section 130 of the IritIeS Act or the accounts do not accord with the accountiTKJ records I have come across no mattets In connectton wth the examination to which attentK)n shoukl be drawn In order to enable a proper understandirwJ of tre accounts to be reached. Rebecca Trifftt, MAAT Prdctice Accountant Employee of, Phoenix Accountancy atKI B16ir£ss ConsuttarKy Limited Morley s Cottage, Morley's ya1, Walkergate, Beverky. HU17 9BY Date:
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EAST YORKSHIRE PARENT AND CARER FORUM Charity Number: 1179499 ststement of Assets and Liabilities As at 31 Marth 2023 Nootes 2023 2022 Monetary Assets Clrrent Account Total Monetary Assets Comprising: Unrestritt& Jnd$ Restricted FLnds 33,103 14,634 2,257 2,185 Non-monetary Assets Fixed Assets for the Charitys use Debtors Sundry Debtors Creditors Accounts Fees 480 (480) 480 (480) These finanaal statements were approved by the committ& on sign&1 on its behalf by.. (date) and sheer Withers, Chairperson Samantha Bass&t, TreasLrer The notes on page 12 to 15 form part of the* financial statets.
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EASf YORKSHIRE PARENT AND CARER FORUM Charity Nlrnb. 1179499 Notes to the Flnancial Statements For the period ended 31 Marth 2023 Staffing Costs 2023 2022 Employ Staff Subcontrted staff from ERVAS HMRC & NEsf Pslon Payroll F Training Other sub-contratted staff 5,830 8,859 2,162 71 11,239 30,207 2,759 86 360 Trustee Remuneration No remuneration dir&tly or indirectly out of the funds of the Charity was paid or payable for the accounting period to any TrLStee. There was reSmbwserr£nt of travel & other expenses of £804 (2022: £312) during the year, this has categoriwj as vOlteer expenses or parent/carer expenses depending on the activity undertaken by the Tr. Travd expenses for staff, Trustee5, voILnteers and parentslcarers is paid at HMRC approved mileage rates. Restricted Funds Balance at 01104122 6,659 Tr3nsfe Balan at 31103123 7,300 13,820 7,480 192 2,052 Receipts 17,5Crf) 22,000 8,000 Payments (16,859) (13,724) (520) ERYC ERYC - Thiority Grant ERYC - Families EHWB Furnl HEY Smile FOUlatiOn 192 52 TRCF 12,449 49,500 (31,103) 30,846 13
EAST YORKSHIRE PARENT AND CARER FORUM Charity Number: 1179499 Notes to the Financial Statements For the period ended 31 Marth 2023 Notes Restrirted Funds (continued) A brief description of the restrict fLmds is shown below: Department for Education (DfE) Restritt&J ftnding was provid8J by the Department for EdLK*ion for the development of the forum and associatej running costs. East Riding of Yorkshire Counal Restritt6I fLnding was providay by East Riding of Yorkshire Counal for the development of the forum and associated rLnning costs. East Riding of Yorkshire CouKil - Families EHWB Fund Restricted fLnding was provid&1 by the East Riding of Yorkshire Cowal. This project paid for the resour to SpOrt the wellbeng and mental health of thildren and young people. The funding was to provide the opportLmity for parents and carers to apply for rts)Ur to help than engage in attivities at home or In the ojmmunlty. East Riding of Yorkshire Coundl - Prlority Grant £8,000 of re5tri(ted fvnding was provid&1 by the East Riding of Yorkshire CoLndl. This projett paid for the reS0W to slpport the families with disabled thildren wlthln the commLnity. HEY Smile Foundatlon £2,000 of restritted fdIng wa5 provid by the HEY Smile Foundation. This funding was to support commLnities to sown101 & maximise the use of the NHS App. Two Rldings Communlty Foundatlon (fRCF) Restritted fLmding was provid8J by the Two Ridings Community Foundation. Th15 project provldes prlnters & cr&itive materials for families with SEND dwing the Covid PandemiG 14
EAST YORKSHIRE PARENT AND CARER FORUM xed Assets Charity Nunber: 1179499 East yorkshi Parent Carer ForLm maintain a registex of fix1 assets. Fixed assets transFerrgJ from the unincorporat&l assoaation do not have a monetary val •• attathed. A list of fixd assets transferred to the Charity are thown bdow: r &siness HUB3 BT Freelan Phone 2xlpads Shrd Laminator S(Teen for proj&tor 3 x Laptops 2 x Printers Iphone4 kup eqillpment Scanner Projector There were no new fix assets pwthased dLring thls p10d or the prior period. Taxatlon East Yorkshire Parent and Carer Forum is a register8Y charity. All the tharltles, income is appliej to its charitable objettives and the assoaation is therefore exempt current legIatIon from most forrr6 of taxation. The tharity is not VAT register and all expenditLre inclujes irrecoverable VAT. 15