Sid Valley HELP
Report and Financial Statements for the year ending 31 March 2021
Registered Charity Number: 1181458
Sid Valley HELP
Year ending 31 March 2021
| Contents | |
|---|---|
| Page | |
| Report of the Trustees | 3 |
| Statement of Financial Activities | 6 |
| Notes to the Accounts | 7 |
| Independent Examiner's Report | 8 |
1
Sid Valley HELP
Year ending 31 March 2021
The Trustees are pleased to submit their report together with the financial statements of Sid Valley HELP for the year ending 31 March 2021 which have been prepared in accordance with the charity’s governing document and Charities SORP (FRS102).
Reference and Administrative Details
Charity Number: 1181458 Charity Registration: 7 January 2019 Organisation Type: Charitable Incorporated Organisation Charity Address: Woodpeckers Knowle Drive Sidmouth Devon EX10 8HW Email: sidvalleyHELP@gmail.com Website: sidvalleyhelp.org.uk Independent Examiner: Michael J Newman 1 Sid Lane Sidmouth Devon EX10 9AN Bankers: National Westminster Bank Honiton (D) Branch 94 High Street Honiton Devon EX14 1JL Trustees: Diane Mary Fuller (Chair) Keith Wilson Gillanders Deirdre Anne Hounsom Peter Joseph McGauley Ronald Peter Graham Peppin
2
Sid Valley HELP
Year ending 31March 2021
Structure, Governance and Management
Governing Document
Sid Valley HELP is registered as a charity with the Charity Commission. It is a Charitable Incorporated Organisation (CIO) and is governed by its Constitution Document.
Appointment of Trustees
All of the Trustees were elected by the members at the AGM on the 11September 2019. The Chair of the Trustees was elected by the Trustees.
Charitable Objectives
To relieve sickness and promote and protect the good mental and physical health of persons in the Sid Valley and surrounding areas, in particular but not exclusively by:
-
Signposting to other health and care organisations and services;
-
Befriending those suffering poor health or at risk of poor health; and
-
Building capacity of, and encouraging health and care services and organisations to network to improve the provision of services and fill any gaps in provision.
Achievements
Sid Valley HELP provides easy access to information for people who need help from health and care organisations and it enables Health and Social Care professionals to identify nonstatutory and voluntary sector services in the community to support clients, patients, carers and their families.
From April 2020 we became a key partner in community support during the Covid-19 pandemic. We worked closely with local councils and other CVS sector organisations to provide information and offer direct support to the most vulnerable members of our community. By midsummer we were managing 140 volunteers and had over 600 requests for help. The support our volunteers provided included prescription collection, shopping, dog walking, transport to medical appointments and support for loneliness.
Our meetings as Trustees and with volunteers continued using Zoom. As lockdown was lifted and volunteers returned to work we ensured that our remaining larger team of volunteers received appropriate training and security checks.
3
The following paragraphs describe progress under the headings of our charitable objectives:
-
1 Signposting to other health and care organisations and services:
-
We have continued to develop and maintain our website and a data base of organisations providing help to those in need of health and wellbeing support and we receive positive feedback about the ease of using our website where people in need can access information and make direct contact with organisations. There were 2,375 visits to the site this report period, of which 1,248 were unique visitors. There were 7,208 pages visited.
-
We provided Covid-19 updated information throughout the pandemic and ensured local service and support information was up to date.
-
We have provided phone help to those who are not computer literate, so they have access to the information they need.
-
We provided signposting and referrals on behalf of those unable to do so themselves.
-
We have had representation via Microsoft Teams at a weekly NHS Community Health and Social Care team where the support required by the most vulnerable members of the community is discussed.
-
We have promoted the service through a regular column in the local newspaper, leafleting and having a community presence whenever Covid restrictions have allowed.
-
2 Befriending those suffering poor health or at risk of poor health
- All face to face interaction to support those who are lonely had to stop during the whole year under Covid restrictions. We provided telephone befriending and bereavement support as requested to the most lonely and vulnerable.
-
3 Building Capacity of and encouraging health and care services and organisations to improve the provision of services and fill any gaps in provision.
-
We have continued to provide a network for partner organisations via Zoom and have met three times to improve understanding about services in the area and to improve collaborative working and building capacity. The network events focussed on ‘Local support during the pandemic’ and two networks on ‘Support for Dementia locally.’
-
We provided training for our volunteers and partner organisations on safeguarding.
-
We have worked closely with organisations to improve services for the elderly, the lonely and those with mental health needs, especially dementia.
-
Sid Valley Help has continued to manage the WHAT Steering group made up from key statutory and voluntary organisations that have a key role in working with or supporting young people. ‘Headlight’ a peer support provision delivered by Action East Devon and funded by Sid Valley Help, began remotely in September 2020 and using face to face support when they could.
Financial Review
During the year Income was £23,801 of which £18,339 was restricted (£11,000 in respect of the I Belong project, and £7,339 in respect of the WHAT project). A total of £18,000 was received by way of grants, and the balance was made up principally of fees, donations and through fund-raising activities.
4
Expenditure totalled £22,979 and the three largest categories of expenditure were the I Belong project, the WHAT project and volunteer training.
Income exceeded expenditure by £822 and at the 31 March 2019 the charity had cash reserves of £32,054 of which £13,564 is restricted. A financial statement is appended to this Report.
The Trustees consider that the existing financial resources, together with anticipated grants are sufficient to continue the current level of activities for the next twelve months. They are however pursuing further grants and fund raising activities with a view to expanding the activities of the charity.
Statement of Trustees' Responsibilities
The Trustees are responsible for preparing the annual report and financial statement in accordance with applicable law and UK generally accepted accounting practice.
The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
This report was approved by the Trustees on the 6 October 2021 and signed on their behalf by:
Diane M Fuller
Chair of the Board of Trustees
5
Sid Valley Help
Accounts for the 12 Months ending 31 March 2021
| 12 Months ending | 7th January2019 to | Notes | |||||||
| 31st March 2021 | 31st March 2020 | ||||||||
| Total | Restricted | Unrestricted | Total | Restricted | Unrestricted | ||||
| Income | |||||||||
| Fund Raising | 721.22 | 689.52 | 31.70 | 555.55 | 555.55 | ||||
| Donations | 3,064.40 | 150.00 | 2,914.40 | 9,578.72 | 8,799.89 | 778.83 | |||
| Representation Fees | 2,016.00 | 2,016.00 | 2,016.00 | 2,016.00 | |||||
| Grants | 18,000.00 | 17,500.00 | 500.00 | 39,680.00 | 24,250.00 | 15,430.00 | 2 | ||
| Miscellaneous | - | 220.00 | - | 220.00 | |||||
| 23,801.62 | 18,339.52 | 5,462.10 | 52,050.27 | 33,049.89 | 19,000.38 | ||||
| Expenditure | |||||||||
| Rent | 76.00 | 76.00 | 958.30 | 958.30 | |||||
| Co-ordination | - | - | 1,410.00 | 1,410.00 | |||||
| Communications | 215.76 | 215.76 | 116.69 | 116.69 | |||||
| Website | 124.21 | 124.21 | 111.75 | 111.75 | |||||
| Stationary | - | 3.95 | 3.95 | ||||||
| PublicityMaterial | 305.00 | 305.00 | 1,040.17 | 1,040.17 | |||||
| Office & Computer Equip. | - | 41.21 | 41.21 | 3 | |||||
| Insurance | 593.87 | 593.87 | 690.98 | 690.98 | |||||
| Training | 1,889.44 | 1,889.44 | 442.50 | 442.50 | |||||
| Groups | - | 513.80 | 513.80 | ||||||
| WHAT Project Expenses | 5,000.00 | 5,000.00 | 100.00 | 100.00 | - | ||||
| IbelongProject Expenses | 13,724.98 | 13,724.98 | 19,072.50 | 19,000.00 | 72.50 | ||||
| Volunteers Expenses | 628.79 | 628.79 | |||||||
| Miscellaneous | 421.39 | 421.39 | 177.56 | 177.56 | |||||
| 22,979.44 | 18,724.98 | 4,254.46 | 24,679.41 | 19,100.00 | 5,579.41 | ||||
| Excess of Income over Expenditure | |||||||||
| 822.18 | (385.46) | 1,207.64 | 27,370.86 | 13,949.89 | 13,420.97 | ||||
| Assets | |||||||||
| Cash at Bank | 32,054.61 | 13,564.43 | 18,490.18 | 31,197.14 | 13,949.89 | 17,247.25 | |||
| PettyCash | - | 35.29 | 35.29 | ||||||
| Total Assets | 32,054.61 | 13,564.43 | 18,490.18 | 31,232.43 | 13,949.89 | 17,282.54 | 4 |
6
Sid Valley HELP
Notes to the accounts for the 12 months ending 31 March 2021
Note 1
The accounts have been prepared on a receipts and payments basis.
Note 2
The Charity received the following grants during the year under review:
| Sidmouth Town Council in respect of the WHAT project | £ 1,500 |
|---|---|
| Devon County Council – Locality Budget Payment | £ 500 |
| The Edwin and Joyce Charitable Trust in respect of the WHAT project | £ 5,000 |
| NHS Devon CCG in respect of the I Belong Project |
£11,000 |
| Note 3 |
Office & Computer Equipment and Publicity Material are written off in the year during which they are acquired.
Note 4
£12,539 of the restricted assets relates to the WHAT project, and the balance of £1,025 relates to the I Belong project.
7
| cHARy COMMISSI(hY ' FOR ENGLAKI A140 WhlES Indopendent examlnerfs report on the accounts Seeibon A Ind•p•nd•nt Eyamirnrf% R•port S4dth¥ Charity no Ilf •nyl 1181458 •nd•d IWl-6 d>aTtyfiTn)kYtr eThje 31103120ZI. R•s51b111# athd ' baslj ol Trport Jef 145 X111 and h caffw ffry exarni. I ¥1ef 145(5Xbl rlthe Aci my that rKJ mBteii81 ha% CC4ne k• ryry confd IhB Icther Ihet oflho Charits N4. or cryurniry Ihe form arKJ CLt ol %t out In ts Charibe6 IALrounts atyj Ftep)rtsl Regukgtth$ 20U8 other1 any Tth l¢* kh Shj be dralw hi Ihfjs rwrt R•lev¥nt prnkMlryb•l qualtficallonlsl or boty IER Oct 2018
----- Start of picture text -----
---------------------------------------------
----- End of picture text -----
9