COUNSELLING MATTERS btALtY Annvdl R•port and Flhan¢S•l Si•l•m•nts f•p th• y•qr •nd•d 31 st MaKh 2024 REGISTERED CHARITY PIUM8ER 1192012 REGISTERED OFFICE. THE A88EY CLINIC, 6A ALftFRT PC)AD, BELVEDERI KENT, JA175U
CoDt•nts P•hr•ne• and Minis111v• 1r1lomn 2 Trus*•S r•porl 34 Sltyhm•rt ol FiAaneittl Adl¥ili•s 6 BalAn£• Sh•vt 7 Not•1 ts IK• Flrtuntial Slal•ffl•nts Ind•pvnd•nt Ex•min•r's R•p•rt 10
Relerence and 4dmlni51ratl¥* Infornutknn LAlty namv. Ltsunsdii Matter5 Ilexiey Charity registrdtion number- 1182012 Reglstered Offlce.. The Abt)ey Uinic bA Ajbert lload. Belvedere. Kent. DA17 SU Liiibidlkvr Web5rte'. www.counsellin8matteisbexley.s Deborah Cox Trnstee Jenniier tsney Rahil Anw4r Steven Fryer Kiera Robblns F•licia Fasokun Inree Trustee Trustee lappointed Chalr Ilth January 20231 Trustee Trusteè (appointed Treasurer Ilth Janu•ry 20231 8ankers: Metro Bank, E&68b The Broadway Shoppln8 Centre. Bexlvtheath, DA6 7JN Ind•p•nd•nt Exarnlner. Sadler Davies, Tradin8 as.. FinsIry Roblnson Ltd Top Floor, West Hill House. Dartford, Kent DAI 2EU
Trv5tee< report Year to 31 Marih 2024 Thètrustees presenttheir reportandthe finaTraI OttfftsofC(n$e1r1ry Matters8exlry fDrthe Yearend1 31st hAarch 2024. In preparingthe annual report arKI finartl•l 5tstements. the trtee$ have a(lopted the provi&on5 ofthe Ststement of Recommended PraLtcÈ ISORPI'Armuntine and reports by Chafsties" IFR51021. SruetUf•. 8OV4rnanc•, and mamsemenl Counsellin8 Matters Bexjey is managed tythEChtef E>xutfve OffKer. Liz Hann. who is accountab to the board of trustees. The CEO is assimod in her manaRementduties by the Counseifing Manager, Sarah Skinner. the DeputyCounsÈlliry Manapr, Alison Cf3wFord. the Children and Young Peoplè's Serv1 Manager, Dawn Joseph arKI the Referrals Manager, AmaThJa 8rooker. The management team carries tyjt a numberof functions 1rKFtyjl mana8irq qulfled and trwneecOUrel[0ts, managiry th$ Talk Line, Children and Your% Pcople'sseevic¢. xhool o)unsellin8 and Afford6trAe seNlce5, manaRSw errIt5 aThl allotatin8 rlipntt rn£I11n8 Sessior ar• prwdgd lry a lary• l¢am ofcounseNors whoall eltherwork forLounsthr Matters 8exley on a wt timebasi5 ora vol¢Jnteerins forthe thorlty. External yJpe¢visor5 provide SUpeOn lor counsellors. all coun5elbrs are requiwd to contribute to the c05t of thelr supemslon, wlth tho tharity mak1 the rest ol the pèyment. Governln Docum C¢un5ellin8 Matters 8exlty became wirternl as o Charitable Incofporaied iknn15atlon on i February 2019 with the Charity Commission. In the event of the CIO bein8 wound up. TNstees of tho CIO hove no liability to contribute to its assets and iw leswillly for se[dir41detsts and Iiabilltles. Ob eaiv s and artNI and ubl ben•fft Coun5elling Matters Bexley ams to prowde free or l)W<OSt tounsellinB and other therapeu Services to residents of the London 8orough of Bexley and surroundiw areas. In addition, the CIO provldes ¢ounsellir8 plaomentsfor volunteer wJn5dkJw Public Beneflt Trustees have full awareness of the 8uidance issued by the Chafity Comml$4ontM publlc bEnefftt Trustees c0Tr5ider re£ulath how Dlanned thities 111 rAtrIrt toth@ aims ard ot¥gcti¥gs $4t in occordan¢e wilh public bener1t8uid•n. AchlevÈments and Counselling Matter5 Bemley delivered a hi8h qualrt¥ coun5el%ng Servi to (TrEr El#J dients throughout the year, this included dients from all agegrLWP5* from age five upwaids. Counselll W35 proWded bjth lace to face arKI rernote. ¥cording to clients, preferences. G)uns@Ilin8 Eession5
took place in variou5 venues in Bexley trough. schcol premises. In addition, the drity 150 ran a free online course for female 5urvi¥ors ofdomestitabw and a freèf to fxe counselline group for unpaid carers. Thp. rhA¥ity rfirttinued to 8ftW. TrThtqrm£ of nvmbpr of sessions offered to di¢nts and voriety of s¢ryices offeied. Ttie Iiuriiber of counselloTS working orvc4unteenng wrth the charrtv remained at around the samÉ Iv¥•l x¢ the p1wiS ypar. with 30qualified counsel10 and 18 caselli students. The CIO securgd h&rthNrfiinrfin8 from the Natiortal Lott•ryto operate the Yalk bne. servico, whith provlded callers with opw)rtunrryto talk to a wun5eilor free of drye weekday between 9am and 5pm. The tharlty Contin to delfjvera counselllNa servlce In 3 local prlmarysdols and an independent secondary sd)ool caterin8 for chlldren and young people wjth ernotlonal dtffiojlties. A new contract commenced tn Sept@mber 2023 with a lar8e secondary a¢dtmy in Oartford. Counsellin8 Matter5 Bexley conisnued workirq in partnershlp vthth Bexleyvoluntsry Counc6118VSCI to deltrr coun5ellirsgto tl7¥ear old5 as partof 8exleVs sodal F)resuibistheMe. Fr@@ coLins•llin8 sessions w•rg provid•d bythe tharity to residents of o I¢Kal housin8 •>Xlfl4tion as result of a fundln8 agreement th the peabody Community Foundat¥Jn. The contract wrth Maximus Rett3rt, which 4nabloJ ¥n8mploy4d 8&ey re&dents to o minSmum of >ix sejsions of fre¢ VU115ellln8 contynued very5uccessfully, several Bexly redents enterinR emr4ovmentafter Ihey had Completed their ¢ounsellin8. The tharity eontinued to promote Its"AffordatThÈ1aPy' swvice, whS¢h meant that clients ttjuld acce55 general counsellir, CUT, couples tounsdlin8 ond child counselling at below a¥eta8e prices and with lsttle no wait4n8 time. Tho Affdable service continue5 tO8enerate a sub5tantral income for the chartty and enable5 the continued ww5ion oflowcott and free c(wnselllr dients who 8enuinely cannot afford to pay for thtr•ty. foLinsellln8 Matt•r£ B•xl•y play•d an mle In the lo1 cornmuthity throushouttht year, helpin8 to raise awarenessof rhe benefits of counsellinl and the servbces available. Events attended incILd mark4tplac• gv4r4ts for children 2nd yo¥n6 pcople's sefyb¢¢S, tr40e¥ents for unp•id carers and d LonsUKalton on tne aurism strategy ror Bexiey. Ihe (hanty ffself rana fundraisinq W1b. Fair. a Worklorc• W•llb•in8 Day and fr•e orlow costyO8o dostes• rtm1n1Trstht Ilrth bEtrween phy51ul and mèntsl heahh. The CIO15 committedto providin6 educational and trainingopportunitiestolijcal people whowlsh to <levelop a care•rin counselling. It ¢oAtbnues to be one of the largest providers of tounselling placernents tn the local afea. il 50 provides In-lthsè training forall its ¢Tr5ellor$. whith complements th learTh provthd bycourtsellir48toU¢8e5. Rlsk 3%1@&smgnt The tru51ees monizor rlsk d eath meeTrng. The pnmary risk identrtied lor 2023-2024 is the need to eeneratè ditIOnal ¢neorn•frorn contracts. grants and hJAdmisin& 50 thot the d)orty un meet Increased costs and bulld up reserves to a satssts¢XOry This risk is beiryi targeted bythe CEO togÈtherwith the staff team. pro8Tesswill repcffted and rewewed at each board meetir%. A further risk identrfied Is the slKWt4e ofcounsdlots speo"aliynR in vthingwith thildren ar your people. efforts are bein8 made to re£fur¢ courwllorswhtsspecialise in wotknng with thi5 age group.
Futurè lans The tharity aims to contlrrt kYovidlnKZ high qualrty, tyofÈssional ci)unsellire serrioto reshjents oy BÈxley borough and surroundiw areas. In 50doiw li is ofthe need to adapt and tharqe to meet the evofving ofthe local (ommunÈty. The tharjry Is commrtted ro Conv"DUtt to prwoe placementsfLY trninee uwnsellors on an on8oinR basis There is an awareness of the ne•d to increase the ino)me ofthe drity tobuild up finarKial reser. Thls has resulted in increased fows rffi Raini nèw ¢Mtractsand £Mts.. the drity will also eage tn mo1• fvn¢kin8 actith. TN5tees' ros slbllltles in rehtlon to flnandal state The law applicable to charrties ITh England and Wales reqvires the trusttS to prepare finandal statements f each finèncial yearwhich give a and falr vknoftheststeofaffalrs ofthe chèrtty and ofthe Incorniw YeSre aNI appliratim of YÈgour¢es ofthe charityforthat pgriod The truslees are resDon5ible for ke•pln8 pryr acclntInO records that di£clo£•T•Jith r•awnabl• 4ttura¢y at any ttme the fSnaiKldl yw1111 vl the ilMrSty ond enable Them ro ensure ihat the flnandal statements comply wth the Charities Att 2011 and the Charity IA¢¢ount5 and Reports) Re8ulatson5 2. The trustee5 are also responsible for safe8Uard the a55et5 of the Char and hence for tskn'ng reasonable stepsfor the we¥ntionaThJ detection of fraud arKI other Iwlarftl•s. dal re¥l•w Income lor thE year 202>2024was E248.518. whlth repres•nied an increase ol approximatelv Ffifi.fKHifrom th• prwious y•ar and Éurpas5ing th• budgeted Ilguro of £2¢19k by £39k. Most olthis SIiLl¢dS¥ Wa5 accounred lor by addllonal revenue from the Affordable counselliScheme and bv r¥pw ¢ontrarts. narn4ly hA•ximus R•start and secondary sthoel mentioncd Previouy. Hnw•ver •xp•nditur• also iAer•aÉ•d by around £53,CO) compared to the yior year, resultifls trn total expenditure of £233.434 which was £47.C((ia(fvÈrse to bud8eL Thè charitytherefore prtsJut¢d a surplus of Els,4. The increase in expendr(ure was due to Increased ¢osts in all areas. most 518nlficant beln8 cour4ell¢x< fees, reTrL Vule$ and salarits
STATEMEIIFOF FNANCiIL ACTIVIThS A5AT 31ST PilRCH 1024 INCOMING RESOUIICES Voluntiry lTheome & Grnts Chèrttable A£tlvttie5 Incomp from InvE5tments £14528.70 £154.639.41 £345.16 £169.513.27 £14.528.70 £13501.41 33.644.41 U6&6C6.1'. É345.16 £11.7C £248.518.27 £18Z.119.29 79.((& YOTALINCOMING RESOUR £79,(•J5.r RESOURCES EXPENDEO Char•ble Adlvkles Other ExDendlture TOTALASSOURCES SXPGIIDÉD £168.670.71 fW49 £169.2JVJ.20 C64, É251869ts1 IIIY,HI.J4 f46d 44 £223 00 £233.434.00 £179.W.34 IG4.198. £27I07 1£1.766.251 £14,6.20 £1766. £4.27 £2,454.95 ADDmoN5TO & RELEASES FROM FUPIDS P•V)VEMeNT IN FUNOS 1£1,488.181 £16.572.45 £15.084.27 £2,4S4.95 BALANCES OAOUSNT FWID AT IAPRIIIOU120ZZI EIO.2EItA3 É11.688A2 £21.949.65 É19,494.70 BAIANCE5 CARAIED FWDAT 31 MARCH 41?11 È8.n65 3GL27 £37.035J2 £21,949.05
STATEME14TOF ASSEfs AND iIABJUnES IS AT3tsfMARCH 2024 Tatsl Totrdl iou T•n8lble Fknl As•ts CurrEnt A55Ets Monetary Asmts Bank accounts Prepaymnts & Accrued IrKomo Debtors Totsl current a £85.277.92 £28261.27 £113.$39.19 £O.L £o.c £8775.Q) £5.775.C £91.052.92 £28.261.27 £119.314.19 £48.40B.08 £3,576.00 £1.757.50 £53,741.58 Libllltl•£.' ¥ITts fallinsdue 1pthIn l yeor £82,280.27 £82,2f<.27 f31,791.9J Curr•nt t•tr Curr•ntLIHbnid £8.772.65 £28.261.27 £37.033.92 £21.949.65 Totd A8%•ts l•M Curr•rt U•bHkS £6771ffj £2826127 D7,033J2 £21.949.65 FUNDS Unrestricted. General Restricted £8.772.65 £8,772.65 £28,261.27 £10,260.83 É11,688.82 £28,261.2Y £8.77165 £2836127 792 É21.949.65 51ified by.. Steven Fryer Date..
ATJISY MARCH 1074 TrInnNl <atrth•rtts h prnp3r•durtd•¥th•hirtoriAI dl¢tOlce ththe (hill$stateMeN1y RoEomihend¥d PrdLLK¥ (SOAP FR510212O15aTrJlclwrl[iQ5Aa 2011. Anthd¢pe1thtefflInatsC lelured urKTthe Qwitie5 Act 20L Ib Unrestrkted lundsare wiL4ble lor attrdrtth ofll¥trusteeskn IwtheraKeoFUyrKrtl iKt4s01 the th•rlty. UAWUnE5 IAWK Due VMIMII IYEAII Accrued exDenses O•f•ned IrK•m• £61,CWCpJ EIY,67808 F67q 7¢1 £IZfj.49 Z.280.27 16,430. £15,181.93 HMRCTax & Narn•1 In5uTrr N4rt P•n61oA Voluhtlry IrKom• Cllent Conlrlbulknn5 Domtions ind L¢yd•s £J3.39B.91 £1.129.79 £1452B.70 13.398.91 £I.IZ9.79 £14.5ZB.70 (9,860.9: £3.64Q.42 EI) SOl,41 Grait.. Mlnd In Bexkn: &•rs Grdnl.. CCGIMen¢ap Ignr.. SAFe Grant.. ortit Group Gr•nt.. Peotsody Grant.. The Natlon Lotiery.. Talwlne Grant.. BVSC". CIP5ocial Presthkn'ni tontrart Income Contrxt.. London bOr4h of 8ex*.. Fundiaisiw. Ge Fyndr•5iw.' AFlordatsle CounsoHlr Fund5.. Rc4m Rentsi irtomÈ FundrrisiN.' TTrinlnB £lJ97.00 £270.00 £10,23S. £IOJa>.w £6.5tsJ. £7A70. 4.320.CII £o.Joo.00 £7A70.fy) £14.320.LK) £y3z3.¢)) £30,050. £2J98.S2 £1139?.89 £4X114.C £025. £3SI. U33h44.41 £2.490. ES,400.rxi f32,695.00 £ZO.668.C £4.VIL.54 £75.723.59 4A30.(X) £1,071. Éw.(x) E168.606.12 £33J23.C<l É30M.C¢ £2.C¢4.52 £113.597.89 £4JJ34.tyJ £825.( si.(x) IS4 639.41 £79)5.) £345.16 £315.16 Éa45.16 £345.16 £11.76 £11.76 TOTALif4COMING RESOURCES £169.51127 £79JK6 £24851&27 £182,119.29
4• tW.SkF.5U E120,89724 f57XiII £14351.21 E57D) 141.4fy Fee5.'TrrIlU¢tMS aS9m Ell&OJ .9W99 £592. Ei(8,77 £L141.3? 1220.45 £782.71 É448 65 £J314D £345 16 0Th716 9).>) U¥658.g• U9J9686 £166 É156m £765.CI) f9¥ 36 E116OJ Q.9M99 £571.44 OffEn¢s. Gwèl oijo Othce EKperoe5.' PonI. pox•y&sT•O¥WY Office EyNes..Softwarp Offl(¢ £w5..TeO £n2.n £3lJ57.16 Offlto Éwrpms." ofllc•exw".wl¥ è Intrnt Accountancy IngJr4r OthorPr¢te551x4S•Thk•¢ E147.W) É765fy) £938 a6 É5kZAI t41 £WJ9 £1&09 B•nkthwys £564.49 £2U.tYJ ÉSU.49 ÉSUA• 21.UJ £iJ03f•J Éim7.50 Funth Grant.. Gt¥nt.. Grant.. Gram.. Grant.. CC61Wncap FE OrbltGroup £iJ2ffjJ5 £235)) £W35m £yom £6j¢• £65WCQ lÉk216IS É1216.IS ThgNaibul nYTkIr BY5C.' CYPSodalPrn5u Gr4nt'. 77L51 fP,916 31 21.320 £u.io?Jo EJg.73f*.2> E9J8511 tIO.2YO.00 £9,985.11 tIO.2M £L711 Genwal Resth £lQ2&iJ3 £16951327 É169J520 [DT IÉL766.251 &772.6S mrALWNOS L9•965 W1&2? E233,4MI• £2G.m.0g E37.033.92
COiJNSEILING MATTERS BEXLZY FOR THE YEAR Ef4DED 31 MARCH 2024 Thts r4K>rtonthc stattsD¢nts of COUNSELLJNG MATTKIL8 BEXLEY frff theyear endrd31 Marth 21)24. wbithfjrn2et ort F48fJ 6t0 9islttrtapeL4of In¢%4MoIjoutln wAxrdKewiths145 ofthe awitieJ Ac 2011 Ithe Act}. R¢gpi¢flve TeJpwlblliti¢s•f tbe trllthes tyd The ¢knrity'YtrueeS ate rel[lb1¢tsth [l(or th a¢¢ounts. Tr dlty,% 5¢081dtt that aD autht isnot r¢quired fortbisy¢8r under section 144(21 of trC1wities Act 2011 (the 2011 Act) or ReguiAtion IOIIXdl ofthc ChÉritiH Ac(fMts (S1d) R¢pjlot1(N 21Y)8 {the21IM AccotsRe#lO)tro enmirAllonts It li wly rwibllity .. ¢xamir¢ ac¢otrrts 145 ofthe CJwkleJArtZOI l andsth M(IXcl of th Cb•dtk54ThITrwte¢ Investsent {S¢otllACl 2005 (UK )5 Aci) I4515Kb)of th¢2011 Ao; B1$ of INdepeDden¢ ¢xAmltyw'i nport amlnètion irKIth areview ccourtin8 td$ keptby th¢¢hwiiy 8tsJ a LrfBwisonofthe iccounts weI•j wiihth03e n¢orth. It0 includesrA>nJi(knibJft of any umJ5uai items ordiloJur¢s in aLount$4ThI seekitsg explotlon8 frorn you Bs ¢rusfees eone¢rrun8any M]th Mler.[he proealures Und&tak ¢k> IprOVideI the ¢vidence that would t¢ rwtirtd In4n4udii. dp Tr)t¢xprtas attauttitop1niO the view 4iven by theacw IDd•p•Ddqn¢ ¢x•mlM•rfi 11) whl¢h 8Ivu w Tc•soNbJeww b¢lveth in nwremi rew#ther4utraJts: to keep &t4ountln8tt¢0th in Jr¢orkn with 130of¢he W. haventh th4.or wlu¢hgivis w ff•sbie knbelovo ts Ell•Qytyi Te¥rtt th¢ rul4 of Ih¢ctr•rity'l Gemma L F•Erty FCA sad1trDWle TrndinE 45: RobiAwD iAd Top FIDDr. Wejt Hll Hquy Drtf•rd, KentDAI 2EU Dt 26th 14-