Registered Charity Number 1179499 EAsf YORKSHIRE pAREr CARER FORUM (A Charitsble Incorporated Organisation) FINANCIAL sfATEMETrtrs Year ended 31 MARCH 2024 PHOENIX ACCOUWANCY AND BUSINESS CONSULTANCY UMrrED
EAsf YORKSHIRE PAREr CARER FORUM Charity Number: 1179499 Contents to the Financial Statements For the period ended 31 March 2024 Page Trustees Annual Report Independent Examlners, Rewrt 12 ReIpts and Payments Account 13 ststement of Assets and Llabllltles 14 Notes to the Flnandal Ststements 15-18
EAsf YORKSHIRE PARENT CARER FORUM Charity Number: 1179499 Trustees Annual Report For the period ending 31 March 2024 The Trustees present their port wlth the financial statements of the charity for the period ended 31 March 2024. Reference and Administrative Details of the Charity, its Trustees and Advisers me East Yorkshlre Parent Car Forum 1179499 rr 7 Plper Road Hutton Driffield East yOSlre Y025 9YY Pri Office F13 Beverley Enterprise Centre Bed( Vlew Road Beverley East Yorkshlre HU17 oJr Trustees: Names of Twstees who served durlng the period and Sin the year end were as follows: shna Withers Shlrley Pethick Samantha Bassett Treasurer Naveen Judah Dr Sally-Ann Pindar Graham Tait Karen Gaut Rowena Shanks Martin Cox Chairperson - Resigned 26.06.23 - Resigned 26.06.23 Resigned 01.10.24 - Appointed 11.07.24 - Appointed 11.07.24 Chair from 08.10.24 - Appointed 23.06.23 Resigned 25.09.24 Resigned 11.07.24 Resigned 11.07.24 Appointed 25.08.24 Chairperson
EAsf YORKSHIRE PARETr C4RER FORUM Charity Number: 1179499 Trustees Annual Report For the period ending 31 March 2024 Inde endent Examiner: Rebecca Triffitt MAAT PhcEnix Accountsncy and Business Consultsncy Limited morIeS House morIeS Yard Walkergate Beverley HU17 9BY Irgin Money 10-12 Paragan Street Hull East yoh1 HUI 3ND East Yorkshire Parent Car Forum Is a Charltsble IncorpNJrated Organisation, regISted wlth the Charty Commlsslon, governed by Its Constitution. The CIO was regISted on 9th August 2018. In The Trust form the Management Committee of the charity. There must be at least three charity Trust*s. The maximum number of charity Trustees is 12. The members of the Management Committee are elected at the Annual General Mting and one third of the charity Trustees retire at each AGM. Retiring Trustee5 a eligible for re-election. All members are circulated with invitstions to nominate Trustees in advance of the AGM. The is a provision for the co-option of addikn'onal Twstees as long as the maximum number of Trustees has been reached. Three Trustees a required to make a quorum.
EAsf YORKSHIRE pAREr CARER FORUM Charty Number: 1179499 Trustees Annual Report For the period ending 31 March 2024 Trustee Induction and Traini Ordinarily new Trust then urKlergo irKluttion training provided by the other Trustees including the attivities, aims and objectives of the charity, the structure of the organisation, generdl procedures of the organization. They are also provided with the Charity Commissions 'Roles and Responsibilrties of Trustees,, the Constttutr'on, the latest statutory financial ststements, Annual Report, and financial portS provided to Twstees. As the boards of trustees resigned at the end of this financial year, the tralnlng of new trustees will need to be undertaken by the Management Team. ni The Trustees are responsible for the overall management and control of the Charlty. Trustees are aware that any conflitt of interest is decla and minuted. The board rnts monthly. fT The Board of Trustees Is the govemlng body responsible for the overdll direction, strategyi and governance of the charity. Trust a volunteers and are legal restx)nsible ft)r ensuring the charity operates in compliance viith levant laws and regulations. Key Responsibilities: Setting the charlty's strategic direction. Ensuring financial stability and integrity. Ensurlng compliance with legal and regulatory requirements. Safeguarding the charitys assets. Monitoring and evaluating the chaiivs perfomiance The Chair leads the Board of Trustees, ensuring effectlve govemance and representing the charity extemally when needed. Key Responsibilities: Leading &)ard meetings. Ensuring the Board functions effectively ni ement T The Steering Group consists of Senior members of the Charity who manage diffent functions such as finance, operations, programs, and fundraising. Key Responsibilities: Leading specific functions. Implementing strategy within their aaS of responsibility.
EAsf YORKSHIRE PARETrrr CARER FORUM Charity Number: 1179499 Trustees Annual Report For the period ending 31 March 2024 taff nd Volunteers Staff and volUntrS cary out the oFErational work of the charity, delivering seNices and activities that supty)rt the charS mission. Key Responsibilities: Delivering programs and services. Supporting fundraising and awareness campaigns. The structure is designed to ensure that the charity is govemed effectively, wlth clear lines of responsibility and accountability, enabling it to fulfil its mission whilst complying with legal and regulatory requirements. The Board of Trustees is central to this strutture, settlng the strategic direction and overseeing tr£ charit<s attivities. Objectlves and Actlvltles The charlty's obJ1veS and prfnclpal actlvities are the promotlon of social inclusion among Pants of children and young people with SEND (Special Educational Needs and Dlsabllltles) who are socially excluded from society, or parts of scKlety, as a result of their speclal educatlonal needs and disability by: l. providing education and information to support and enable parents to maxlmlse educatlonal opportunities for their children; 2. raising public awareness of the issues affectlng families with children and young people young people arKI families with SEND, both generally and in latiOn to their x)cial exclusion. 3. provlding workshops, forums and generdl support. The East Yorkshire Parent Carer Forum (EYPCF) is a group of volunteers who are representative of its community, ensuring pan disability representstion. This means that a forum repsentatiVe will always represent the views of all the EYPCF membership at a meeting, and not their own views. Steering Group meetings and training embed this along with co-productive prattices. Regular steering group meetings, communications and training offer the opportunlty for all representstives to expand their knowledge, question and understand the feedback from the parents and carers so they can properly reflect the communities, views in the area they are psenting. Any parent or carer of a child or young person (0-25years old) with an additional need can be a member and apply to be on the steering group or become Trustee, if there are vacancies, they rnt the criteria and they successfully complete the training. As a voluntsry presentatiVe organisation for families with additional needs this has advantsges and disadvantages.
EASf YORKSHIRE PARE CARER FORUM Chanty Number: 1179499 Trustees Annual Report For the period ending 31 March 2024 'Partners' is used as a term in this report to describe one or more of the following groups (this list is not exhaustive), parent and carer members, the local authority (East Riding of Yorkshire Council - ERYC), Health Seniices NHS Humber, North Yorkshire & Humber Teaching NHS Foundation Trust, Integrated Care Boards (ICB'S), Social Care (ERYC), National Network of Parents & Carers (NNPCF), Contact a Family (Contsct), Hull and East Yorkshire Hey Smile Foundation. Achievements l. The Forum has worked extensively in co-production with all available strateglc partners over the past years and hopes to continue doing so through mutually respectful engagements. 2. A new webslte went live In December 2023. 3. Thls has been a very busy year, with changes In the Forum, Local Authority and Integrated Care Boards. Thls requ1 extenslve amounts of tlme and dedication from our volunteers rleWIng and updab.ng contscts for servlces and personnel to ensure the opinions of our members can be fed back to the correaPprOprIate department. 4. The Forum has a new three-year Seryice Level Agreement wlth the Local Authorlty which should assist wlth recwmient ft)r the role of participation. 5. As part of working Sn coproduction with educaOn, trEalth and %)clal ca, Pants and carers representstion is given in many groups, covering many areas. Resulting In change or Influence over content In template% b)oklets, servi, newsletters, project delivery, care of the user during project delivery wait times, website content and much more. Much of the work is subtle and not always highlighted as being Influenced by the forum. 6. The forum volunteers show amazlng tenacty, commitment and passlon for Improvlng deliveryi accessibility and equity of services and provision to the children and young people of East Riding. The Trustees are gratefvl for this tireless work. A couple of senior members of the steering group Includlng the Chalr planned to step down in December 2023 but agreed to stay until the new three co-chairs were in place. 7. Many of the steering group members have bn involved with regular meetings In health and social ca, as well as attending the SEND I0-int improvement plan which has been running for about 18 months, our understanding being that the Intention is this infomiation will be pulled tQ3ether requiring fewer Mting5 moving later into 2024. 8. Check-in & chats have been well attended with parents, carers, health and local authority professionals. These are seen as an opportunity to introduce serVIS available in the county. These events are very popular, as this time offers importsnt networking time for pants and carers, as well as information gathering for the forum. It is reccJnlsed, for some, this may be the only social interaction outside of their caring role.
EA5f YORKSHIRE PARETrtr CARER FORUM Charity Number: 1179499 Trustees Annual Report For the period ending 31 March 2024 Gatherlng Feedback l. Feedback is gathered from dirett contatt wlth parents and carers at coffee momlngs, breakfast meetirvJs, information sessions, questionnaires and evaluation fomis, the PCF Facebook page, emails, PCF website. 2. PCF representation has been invited to attend and deliver a presentation at the local authoritfs speclal educatlonal needs coordinators (SENCO) conference. 3. Representation at schcollcollege parents, evenings. Also, indirectly through the links with many voluntsry sector groups through their collective voice group. Induding groups for children and young people Tyler. 4. The forum Is also aware of the national picture, through attending national network parent carer forum events throughout the year, fa to face and online. Using Feedback l. Communicatlng parents and carers oplnlons and needs wlth partners is undertaken through work stream meetings as part of the 10-tx)int plan. 2. Meetings with health and social care take place such as the Neurodiversity group and Futures plus, education other than at school (EOTAS), these meetlngs have recently Increased to look at transrtlon Intt) adulthood, also aernatIve provision. 3. The forum wlll contatt whichever Servi Is requlred deperKling upon the parent carer feedback. Feedback to parents l. Thls Is undertaken at face to frdce at events listed above. 2. Through the ERYC Bulletin. 3. On the Local Offer 4. EYPCF emails and news bulletins. 5. EYPCF Facebook page. 6. Mailchimp. 7. Collective Volces and Tyler Rlsks and Advantages to the Charity The forum has worked hard to feedback about servlces and provision to all parties. It Is overall a well met challenge to have the capacity of volUntrS to ensure information is gathered and fed Risks and Advantages to the Charlty The forum has worked hard to feedbad( about seNbces and provision to all parties. It is overall a well met challenge to have the capacity of volunteers to ensure information is gathered and fed
EAsf YORKSHIRE pAREr CARER FORUM Charlty Number: 1179499 Trustees Annual Report For the period ending 31 March 2024 back to the relevant SerVis, with outcomes fed back to parents and carers. These actions enable a circle of monitoring and are the constant aim. Continuity and communicatlon: Due to the makeup of the organisation, it being a forum of volunteers who are parents or carers, often required to take some downtime from the forum to manage their personal commibnents. Communication is very important, to share and disseminate, to ensure if a volunteer is absent the information is still shared appropriately. The gat advantage of this Is, volunteers a often able to ask pertlnent questlons, understsnd through lived experiences those of the parent carers they listen to and awareness of the services available in the local authority. This is a valuable resource to aid commlsslonlng of serv1$ for our children and young people as they often experien the unlntentlonal consequences of Serrf1. While the forum has met the 2024 objectives, we have also faced some challenges with personnel, where disagreements arose. We have tsken leamings from these and put In place more robust governance, along with policy amendments, to ensure we move forward with clear direction. Summary In addition to de5ivering events and inforntiOn sessions, attending meetings with parents and carers, representing pants and Car$ views to the East Riding of Yorkshire Council (ERYC), Health Services NHS Humber, York & Nth Yorks & Humber Teaching NHS Foundation Trust. Integrated Care Boards (ICB'S), Social ca (ERYC), National Network of Parents & Carers (NNPCF), the Forum have been undertaking internal and external information and trainirKJ sessions. Along with ongoing tralnlng sesslons for new steering group members and trustees. The last year has seen us continue to work In Ilne wlth the Code of prattl and collate views & lived experiences of SEND services from pants and carers across the East Riding. We have achieved this by hosting regular fa to face events across the region, attendlng events at local schools, hosting on-line sessions covering various toplcs that have arisen throughout the year. In developing the main objectives for the following year the Trustees have given regard to the Charity Commission guidance on public benefit. Our main objectives for the 2023124 year a.
EAsf YORKSHIRE PARENT CARER FORUM Charty Number: 1179499 Trustees Annual Report For the period ending 31 March 2024 rn To recruit more 3 trustees with skill sets in Law, Marketing, Finan and Funding. Appoint a suitable peffn to the Parbcipation Officer Revlew and revlse internal prccesses, Whe appropriate, to ensure we are meeting the expectations of our members and strategic partners. Attract new volunteers as Event Ambassadors or onto Steering Group Extem l. To continue to gather arKI represent the oplnlons of parents and carers and feedback the outcomes. 2. Holding a minimum of two fa to fa eventsltralnlng sessions ft)r parents and CarS half termly including but not limlted to d)eck-In and chats, breakfast brunch, meetings and evening events. 3. To continue to engage wlth strateglc partners, the local authority, health, social care, other voluntary organisatr'ons ensuring the views of parents and CarS are shared and outcomes reported bad( 4. To asslst with the dellvery of the Govemments shared outcomes funded pllot, Partnership in Neurodiversty (PINS) project throughout the seven East Yorkshlre prlmary SCoIS. Thls project wlll test an innovative delivery model to improve access to speclalist support In mainstream prlmary schools, upskllllng those settings to meet a range of neurodiverse needs. It will do this by deploying specialist clinical and education funttions to shape whole school provislon, bulld parentsl confidence and upsklll school staff In meetlng the needs of neurodiverse puplls, leaving a sustainable impact after the funded period. Involving the Department for Education, Department of Health and Social Care, NHS England. 5. To prepare for an Otsted Inspertlon, distribute a parent car survey. 6. Increase the membership of pants and carers which children and young people at SEN support. 7. Look at the designatlon of Moderate LeamiThJ Difficulties as a Primary SEND Financial Review Due to the current funding structure of the Charity which mostly Stricted funds. We do not have a reserves policy at this b'me. We will look at implementing a SerVeS policy in 2023124. io
EAsf YORKSHIRE PARETrtr CARER FORUM Charity Number: 1179499 Trustees Annual Report For the period ending 31 March 2024 Independent Examiner We app(inted Phoenlx Accountancy and Business Consultancy Limited, a tradlng subsldiary of Community Vision CIO to cary out the Independent Examination for the charity for this accountr'ng period. A resolution to reapp)int phniX Accountsncy and Business Consultancy will be proposed at the forthcoming annual general rnting. Statement of Trustees responsibilitles The Trustees are responsible ft)r preparlng a Trustees, Annual Report and Flnanclal ststements in accordance with appllcable law and United Kingdom Accounting Standards. East Yorkshlre Parent Carer Forum has income below £250,000 and has therefore elected to prepa the financial ststements on a Receipts and Payments basis in line with the Charltles Act 2011. The Trustees are responsible for keeping proter accountlng records that dlsclose wlth reasonable accuracy at any tlme the financial position of the charity. They are also responslble for safeguarding the assets of the charlty and hen tsklng reasonable steps for the preventlon and detectlon of fraud and other Irregularltles. statement of dlsclosure of InfOrntIOn to Independent Examlner We, the Trust of the Charity who held office at the date of approval of these financlal statements, each confirm so far as we are awa, that: O there is no levant information of which the Charty s Independent Examiner Is unaware. and O we have tsken all the steps that we ought to have tsken as Twstees In order to make ourselves aware of any relevant infomation and to establish that the Charlty's Independent Examiner Is awa of that infomiation. Declaration The Trustees of the charity are pleased to pre*nt their report together with the accounts for the period ended 3 1 March 2024. The accounts comply with current statutory requirements, the governing d(Kument and Charity Commission guidan. Approved by the Trustees and signed on its behalf by: .}kn P, Dr Sally-Ann Pindar Chairperson Date: J3102j2QL
EAsf YORKSHIRE pAREr CARER FORUM Charity Number: 1179499 Independent Examinerfs Report to the Members of East Yorkshire Parent Carer Forum I report on the accounts of East Yorkshire Parent Carer Forum for the year ended 31 March 2024, which are set out on pages 13 to 18. Respective responsibilities of Trustees arKI examiner The charivs Trust are responsib ft)r the prepardtion of the accounts. The charivs Trustees consider that an audit is not required for this year (under section 144(2) of the Charities Act 2011 (the 2011 Att)) and that an independent examination is needed. It is my responsibility to: examine the accounts (under settion 145 of the 2011 Act); to follow the procedu laid down in the General Direttions given by the Charity Commissioners (under section 145(5)(b) of the 2011 Act); and to state whether particular matters have come to rny attention. Basis of independent examinerfs report My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accountlng records kept by the charity and a comparison of the accounts presented with tho* records. It also Includes consideration of any unusual items or disclosures in the accounts, and seeking explanatlons from you as Trust concernlng any such matters. The procedu$ undertaken do not provlde all the evidence that would be requlred In an audit, and consequently I do not express an audlt oplnlon on the view given by the accounts. Independent examiner's statement In connettion with my examinatr'on, no material matters have come to my attentlon whlch gives me cause to belleve that in, any material respect: accounting records were not kept in accordan with sectlon 130 of the Charities Att or the accounts do not accord with the accoUnng records I have come across no matters In connection wlth the exarnination to whlch attentlon should be drawn in order to enable a proper understanding of the accounts to be reached. Rebecca Trifftt, MAAT Practice Accountant Employee of, Phoenix Accountsncy and Business Consultancy Limited Morley's Cottage, Morley's Yard, Walkergate, Beverleyi HU17 9BY Date: 12
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EAsf YORKSHIRE PAREwf AND C4RER FORUM Charty Number: 1179499 Statement of Assets and Liabilities As at 31 March 2024 2024 2023 Monetary Assets CUrnt Account Total Monetary Assets Comprising: Unrestricted Funds Restricted Funds 2,257 2,257 Non-monetsry Assets Flxed Assets for the Charws use Debtors Sundry Debtors Creditors Accounts Fees 480 (480) 480 (480) These flnanclal statements vRre approved by the comrn on (date) and slgned on its behalf by: Dr Sally-Ann Pindar (Chairperson) The notes on page 15 to 18 form part of these financial statements. 14
000 000 00
EASf YORKSHIRE PARETr AND C4RER FORUM Charity Number: 1179499 Notes to the Financial Ststements For the period ended 31 March 2024 Staffing Costs 2024 2023 Employed Stsff Subcontracted staff HMRC & NEsf Pension Payroll Fees Training Other sub-contracted staff 5,830 8,859 2,162 71 13,564 Trustse Remuneration No remuneratlon directly or indlrectly out of the funds of the CharEty was pald or payable for the accounting perlcé to any Trustee. The was reimbursement of travel & other expenses of £2,227 (2023: £804) during the year, thls has been categorlsed as travel, parenvcarer expenses or offlce costs dependlng on the activlty undertaken by the Trustee. Travel expenses for stsff, Trustees, volunteers and parentslcarers are paid at HMRC approved mileage rates. Two trustees resigned during the year, so expenses pald prlor to SIgnIng is class as Trustee expenses, after the date volunteer expen. Restrlcted Funds Balance at 01104123 Balan at 31103124 Receipts Payments Transfers 7,300 13,820 7,480 17,500 {17,343) (13,520) (6,792) 7,457 22,300 688 ERYC ERYC - Priority Grant ERYC - Families EHWB Fund HEY Smile Foundation TRCF 192 192 2,052 (2,000) 52 30,846 39,500 (39,655) 30,691 16
EASf YORKSHIRE PARETr CARER FORUM Charity Number: 1179499 Notss to the Financial Statements For the period ended 31 March 2024 Restricted Funds (continued) A brief description of the restricted fvnds is shovm below: Department for Education {DfE) Restricted funding was prowded ty the Depathent for Education for the development of the forum and a59xiated running costs. East Riding of Yorkshire Counal Restricted funding was provided by East Rlding of Yorkshire Council ft)r the development of the forum and associated running costs. East Riding of Yorkshire Council - Families EHWB Fund Restricted funding was provided by the East Rj'ding of Yorkshire Counal. This project paid ft)r the resources to support the vlIbeing and mentsl health of chIldn and young people. The funding was to provide the opportunity for parents and carers to apply for resources to help them engage in attivltles at home or in the community. East Riding of Yorkshire Council - Priority Grant £8,000 of restricted funding was provided by the East Rj'dlng of Yorkshlre Council. Thls project paid for the resources to support the famllSes wlth dlsabled children wtthSn the communlty. HEY Smlle Foundatlon £2,000 of restritted funding was provlded by the HEY Smlle Foundatlon. Thls funding was used to suppx)rt communities to download & maxlmlse the use of the NHS App. Flxed Assets East Yorkshire Parent Car Forum maintain a register of fixed assets. Fixed assets transferred from the unincorporated associatlon do not have a monetary value attached. A list of fixed assets transferred to the Charity are shown below: 3 x Laptops 2 x Printers Iphone4 Backup equipment Scanner Projector Business HUB3 Freelan Phone 2 x Ipad's Shredder Laminator SCrn for projector There were no new fixed assets purchased during this period or the prior perlod. 17
EASf YORKSHIRE PARETr CARER FORUM Charity Number: 1179499 Notes to the Financlal Statements For the period ended 31 March 2024 Taxation East Yorkshire Parent and Carer Forum is a reglstered charity. All the charities, income is applied to its charitsble objeth'ves and the aSSlatIon is therefo exempt under cUrnt legislation from most forms of tsxation. The charity 15 not VAT registered and all expenditu includes irrecoverable VAT. 18