Charity Number: 1182035
Axminster and Lyme Cancer Support
Report and unaudited financial statements
For the year ended 30 June 2023
A x m i n s t e r a n d L y m e C a n c e r S u p p o r t
CONTENTS
For the year ended 30 June 2023
| REFERENCE AND ADMINISTRATIVE INFORMATION TRUSTEES ANNUAL REPORT Structure, Government and Management Objectives and Activities Achievements and Performance Financial Review Plans for Future Periods Statement of Trustees’ Responsibilities INDEPENDENT EXAMINER’S REPORT Statement of Financial Activities Balance Sheet Notes to the Financial Statements Grants Awarded |
REFERENCE AND ADMINISTRATIVE INFORMATION TRUSTEES ANNUAL REPORT Structure, Government and Management Objectives and Activities Achievements and Performance Financial Review Plans for Future Periods Statement of Trustees’ Responsibilities INDEPENDENT EXAMINER’S REPORT Statement of Financial Activities Balance Sheet Notes to the Financial Statements Grants Awarded |
REFERENCE AND ADMINISTRATIVE INFORMATION TRUSTEES ANNUAL REPORT Structure, Government and Management Objectives and Activities Achievements and Performance Financial Review Plans for Future Periods Statement of Trustees’ Responsibilities INDEPENDENT EXAMINER’S REPORT Statement of Financial Activities Balance Sheet Notes to the Financial Statements Grants Awarded |
REFERENCE AND ADMINISTRATIVE INFORMATION TRUSTEES ANNUAL REPORT Structure, Government and Management Objectives and Activities Achievements and Performance Financial Review Plans for Future Periods Statement of Trustees’ Responsibilities INDEPENDENT EXAMINER’S REPORT Statement of Financial Activities Balance Sheet Notes to the Financial Statements Grants Awarded |
REFERENCE AND ADMINISTRATIVE INFORMATION TRUSTEES ANNUAL REPORT Structure, Government and Management Objectives and Activities Achievements and Performance Financial Review Plans for Future Periods Statement of Trustees’ Responsibilities INDEPENDENT EXAMINER’S REPORT Statement of Financial Activities Balance Sheet Notes to the Financial Statements Grants Awarded |
REFERENCE AND ADMINISTRATIVE INFORMATION TRUSTEES ANNUAL REPORT Structure, Government and Management Objectives and Activities Achievements and Performance Financial Review Plans for Future Periods Statement of Trustees’ Responsibilities INDEPENDENT EXAMINER’S REPORT Statement of Financial Activities Balance Sheet Notes to the Financial Statements Grants Awarded |
REFERENCE AND ADMINISTRATIVE INFORMATION TRUSTEES ANNUAL REPORT Structure, Government and Management Objectives and Activities Achievements and Performance Financial Review Plans for Future Periods Statement of Trustees’ Responsibilities INDEPENDENT EXAMINER’S REPORT Statement of Financial Activities Balance Sheet Notes to the Financial Statements Grants Awarded |
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A x m i n s t e r a n d L y m e C a n c e r S u p p o r t
REFERENCE AND ADMINISTRATIVE INFORMATION
Registered Charity number
1182035
Principal address
Heathermoor, Yawl Hill Lane Yawl Devon DT7 3RW
Trustees
Dr Nick Hodges, GP Dr Yvonne Hodges, GP Chris Stafford Georgia Robson Heather Sibley (new chair appointed Nov 2023) David Elliott (new appointed Feb 2024)
Senior Staff
Mary Kahn, Charity Managing Director (CMD) Kevin Townsend, Finance Officer
Bankers
Lloyds Bank The Square Seaton EX12 2QH
Independent examiner
L Morgan, CIMA Foye House Lyme Regis DT7 3NF
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TRUSTEES’ ANNUAL REPORT
The trustees present their annual report with the financial statements of the charity for the year ended 30 June 2023.
Reference and administrative information set out on page 2 forms part of this report. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard (FRS 102).
Structure, Government and Management
The Charity is a Charitable Incorporated Organisation (CIO) registered on 15[th] February 2019. It is governed by a board of trustees, in accordance with its constitution, who regularly review the objectives and activities undertaken by the organisation.
The trustees confirm that they have complied with the Charity Commission’s general guidance on public benefit and have strategically applied these principles in the Charity’s objectives and activities.
The day-to-day management of the Charity is the responsibility of the Charity Managing Director, Mary Kahn and Kevin Townsend, Finance Officer. The Grant Coordinator role increased to six hours per week to support bid writing applications. Administration and IT support increased to 12 hours of paid work weekly.
The work of the Charity is underpinned by a group of exceptionally hard-working and dedicated volunteers who have a deep understanding of how cancer affects the lives of people and the support that our clients need. Their number has grown from 19 to 29 in the past financial year.
Objectives and activities
Axminster and Lyme Cancer Support aims to provide relief for anyone in the communities of Axminster, Devon, and Lyme Regis, Dorset, living with and beyond cancer, including relatives and carers, regardless of age, ill-health, disability, financial hardship or other disadvantage.
The Charity provides support, information and education around a variety of issues surrounding a cancer diagnosis, including specific cancers. The Charity offers drop-in sessions where volunteer workers can engage, signpost and refer clients to various support teams including counselling and complementary therapies depending on individual need, plus Volunteer led 1-2-1 support. In addition, the Charity holds events and creative workshops to support clients or raise awareness regarding aspects of cancer and the promotion of health and well-being throughout the year.
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Achievements and performance
Over the past year the Charity has supported 223 new clients in addition to 353 clients that joined prior to this financial year. Sadly 18 were deceased during this period. We continue to actively support 325 people with a variety of activities as given below. Despite the huge growth in numbers we believe we have managed to provide all our clients with what they needed, when they needed it and for as long as they needed it. We seek feedback anonymously following workshops and courses and receive significant verbally and personally.
Drop-in Sessions
This financial year, our drop-in sessions continued in a face-to-face setting with an average weekly attendance of 20 clients per session. These provide a forum for peer-to-peer support and sign posting to other organisations or relevant information. 46 clients are supported by volunteers offering 1-2-1 telephone contact on a weekly or fortnightly basis.
Therapies
There are currently 42 professional partners on the website available for referrals, all interviewed, with appropriate forms, references and insurances. We are especially grateful to those therapists who are able to continue to offer support via Skype or Zoom for the most vulnerable. We also have some complementary therapists who are able to offer home visits to those who are unable to travel.
We continue our dedicated closed Facebook page for our therapists which facilitates best practice by allowing exchange of ideas and links our self-employed professionals to the organisation as a whole.
Group therapy events include Acupuncture, Nordic Walking and Swimming sessions.
We have made 291 client referrals in 2022/23 including, but not limited to:
Therapy
Counselling Acupuncture Reiki Physio Nordic Walking Bowen Nutrition Massage - Reflexology/Head Water Therapy Tripudio Hypnotherapy Scar Tissue Massage Equine Hair/makeup Metamorphic Technique Oxygen therapy Pedicure/Manicure/facial Oxygen therapy Pedicure/Manicure/facial
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Workshops and Events
Our Creative Hub delivered a variety of Art Workshops in addition to the successful Creative Writing workshops, seasonal floristry workshops and Fermented Food workshops. The feedback from these workshops has been enormously positive, both at distracting clients for a short time from their health issues but also for connecting clients in a safe and secure way. Our support to men has increased in demand seeing more attend the Pie and Pint monthly meetings and the quarterly Blokes Brunch.
Beach Hut
The beach hut has been made available throughout the whole year and is in high demand. It has been an introduction to us for many of our new clients who have enquired first about the beach hut but have subsequently engaged with other forms of support that we offer. There has been a total of 295 visits to the beach hut and it has been used by 102 different clients.
Fundraising
Our fundraising activities have been successful during 2022/23. Highlights included our Art Exhibition and Hills are Alive sponsored walk, plus donations from local organisations who selected us as their charity of choice or fundraised on our behalf.
We are grateful to have received £48,542 of combined grants from Albert Hunt Trust, The Will Charitable Trust, Devon Community Fund, Tesco Community Grant, Foyle Foundation, Magic Little Grant, Axe Vale Show, Rotary Club, Active Dorset Together Fund, The National Lottery, Lyme Regis Regatta & Carnival, Screwfix Foundation, GF Eyre Charitable Trust, LRTC Community Fund, Gibbons Family Trust, Morrisons Foundation and Community Matters - this helped us to continue to provide a full service to our clients.
Donations collection pots are ongoing although reduced from pre-Covid times due to less cash being carried. These, together with other donations received either personally or through online platforms, have supported our core business, especially counselling and therapies.
Sales of our recipe book, cards and music CDs through our online shop have continued to do well but this revenue stream remains a small proportion of our income.
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Financial Review
It has been a positive year financially for the Charity through usual streams of income from fundraising events and collection pots. We have been fortunate to support specific projects through targeted grants. A summary of income and expenditure for the year to 30[th] June 2023 is as follows:
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Income - £99,561.23
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Expenditure - £65,504.00
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Surplus – £34,055.51
Full details are given in the statement of financial activities (page 9 onwards).
Reserves policy
The Charity aims to maintain enough reserves to operate for six months. This is to safeguard the Charity’s service commitment to clients and to provide a cushion against risk and future uncertainties.
This target has been maintained this year through several large personal donations. Grant funding for specific projects and core activities such as counselling, therapies and purchase and delivery of distraction aids, has further reduced the need to draw on reserves. However, timely support of our client base is of paramount importance to us and we will use our reserves to pay for these services should it be necessary whilst actively seeking additional sources of income.
Plans for future periods
We have maintained our objective of providing relief for anyone living with and beyond cancer in the communities of Axminster and Lyme Regis. We have recovered well from the challenges posed by the pandemic, including financial constraints and a rapid rise in clients, allowing us to continually deliver a full range of services to those who need it. This gives us confidence that we can continue to support our clients, new and old, with our current range of services whilst also supplementing these with new activities.
In the coming year we are planning to raise awareness of cancer and cancer screening programmes through a number of targeted events including awareness days for skin cancer, breast and cervical cancer, bowel cancer and cancers that affect men.
We have secured our own premises from October 2023. This provides meeting space for dropin sessions, creative workshops and yoga, plus a resource room and treatment room. We look forward to being able to expand our services to clients.
We will continue to seek grant income to fund our activities but will also work to secure unrestricted income from shop sales, donations and events.
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Statement of trustees’ responsibilities
The Charity’s trustees are responsible for preparing a Trustees’ Annual Report and Financial Statements in accordance with the appropriate legislation. These have been prepared to give a true and fair view of the state of affairs of the Charity, the incoming resources and the application of those resources for the relevant period. In preparing the financial statements the trustees have given due regard to the preparation of the accounts in accordance with the requirements of the Charities Act 2011.
This report was approved by the Board of Trustees on 07/02/24 and signed on its behalf by:
Nick Hodges
Trustee
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INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF AXMINSTER AND LYME CANCER SUPPORT
I report to the Trustees on my examination of the accounts of the charity for the year ended 30 June 2023.
Responsibilities and basis of report
As the Trustees of the charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent Examiner’s Statement
I have completed my examination. I can confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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accounting records were not kept in respect of the charity as required by section 130 of the Act; or
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the accounts do not accord with those records; or
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the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Signed Date 6-6-2-24
L Morgan, CIMA Chace Haven Lyme Regis DT7 3TX
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Axminster and Lyme Cancer Support Statement of Financial Activities
For the year ended 30[th] June 2023
| Unrestricted funds |
Restricted income funds |
2022/23 Total funds |
2021/22 Total funds |
|
|---|---|---|---|---|
| Income and endowments from: Donations and legacies Charitable activities (Grants) Other trading activities (Sales and Events) Total Expenditure on: Raising funds Charitable activities Core costs Other Total Net income/(expenditure) Net movement in funds Total funds carried forward* |
£ 50,468 51,019 1,566 26,876 1,064 29,506 21,513 21,513 21,513 |
£ 48,542 48,542 35,448 552 36,000 12,254 12,254 12,542 |
£ 50,468 48,542 99,561 1,566 35,448 26,876 1,616 64,954 34,055 34,055 34,055 |
£ 44,325 20,998 2,778 67,566 1,006 29,881 17,675 662 49,224 18,342 18,342 18,342 |
*See grants awarded in addendum
The notes form part of these financial statements.
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Axminster and Lyme Cancer Support
Balance Sheet as at 30[th] June 2023
| Current assets Debtors Cash at bank and in hand Total current assets Creditors: amounts falling due within one year Net current assets/(liabilities) Total assets less current liabilities Total net assets or liabilities Funds of the Charity Restricted income funds Unrestricted funds Total funds |
Unrestricted income funds £ 60,605 60,605 60,605 60,605 60,605 60,605 |
Restricted income funds £ 24,332 24,332 24,332 24,332 24,332 24,332 |
Total 2023 £ 84,937 84,937 84,937 84,937 84,937 |
Total 2022 £ 50,882 |
|---|---|---|---|---|
| 50,882 | ||||
| 50,882 | ||||
| 50,882 | ||||
| 50,882 |
The financial statements were approved by the Board of Trustees on 07/02/23 and were signed on its behalf by:
Dr N Hodges
Trustee
The notes form part of these financial statements.
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Notes to the Financial Statements
For the Year Ended 30 June 2023
1. Accounting Policies
Basis of preparing the financial statements
The financial statements of the Charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011.The financial statements have been prepared under the historical cost convention.
Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received, and the amount can be measured reliably.
Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to headings, they have been allocated to activities on a basis consistent with the use of resources.
Cash at Bank and In Hand
Cash at bank and in hand includes cash and the Charity’s current and deposit accounts which are immediately accessible.
Taxation
The Charity is exempt from tax on its charitable activities.
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
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2. Trustees’ Remuneration and Benefits
There were no trustees’ remuneration or other benefits for the year ended 30 June 2022 nor for the year ended 30 June 2023.
3. Staff Costs
The average weekly staff support during the year was 0.75 Full Time Equivalents, provided by three individuals.
No employees received emoluments in excess of £60,000.
4. Related Party Disclosures
There were no related party transactions for the year to 30 June 2023.
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We are extremely grateful for the grants awarded during this financial period:
Funder Amount For … Albert Hunt Trust £2,000.00 Core The Will Charitable Trust £6,000.00 General support Devon Community Fund £2,000.00 Counselling Tesco Community Fund £1,500.00 Nutrition Rotary Club - Lyme Regis £250.00 Creative Hub Foyle Foundation £3,000.00 Core Rotary Club - Axminster £200.00 Creative Hub Axe Vale Show £500.00 Counselling & therapies Active Dorset Together Fund £3,562.50 Horse riding & swimming Magic Little Grant 2022 £500.00 Creative Hub National Lottery £9,870.00 Clients in active treatment Lyme Regis Regatta & Carnival £500.00 Creative Hubs Screwfix £5,000.00 Fixtures – new premises GF Eyre Charitable Trust £2,000.00 Core LRTC Community Fund £900.00 Counselling/Client support Gibbons Family Trust £2,000.00 Counselling/Client support Magic Little Grant 2023 £500.00 Bereavement Counselling Morrisons Foundation £4,500.00 Furnishing – new premises Community Matters (National Grid) £7,000,00 Premises garden
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HL)athermoor Yriwl Hill Lap, Uplynie DT7 3BW Axrninster and Lyme Cancer Support Cliarity regi£irJti(iri riiiniber 1182035 FINANCIAL STATEMENTS Year Ending 30 June 2023 M.4AX AY Ti.ILphono'. 01?Q7 443078 iiI IL)i*11).4xniiri%tl.'T JiifJlyniocJncei c)iiPP(Irt.CO Lik www.aX1111115ILI'aiidlyniec¢JncL)15upport.co.tik W()bsiie:
6th October 2023 To Whom ft Ma Concern Axminster and Lyme Cancer Support Icharity Registratlon Number 11820351 I confirm that I have reviewed rhe income and expenditure for the year elldlng 3 June 2023 ft)r the above-named charity. The corresponding balafice sheet on Quicktile as at 61h October 2023 is a true rellection ot the finaftcial po5iiion of the charity. L Morgan CIMA Rhode Lane Lyme Re8is DT7 3TX
2 2023 AXMINSTER & LYME REGIS CANCER SUPPORT Profft & Loss Slal•ment O• 70 0th )0 2023 ¥•lw• r•wrt•d G8PI Turnovof 4001 Granl Income 4005 Donatson 40C6 Loc81 Giv 4007 E¥Sn Viryin Giving Fb(NJk Amaz 4008 Collection Pots 4011 ALCS Events IncomenArt Exhitmts 4013 Bank interest 4015 Shop Sales 4018 15% Conlnbuti(Jn lo Running Costs 4021 Gift Aid 4022 Donal¢on SSK 4023 lJon8tion D Wood 4024 Donation M Stead 4025 1)onalhrhi Lym6 Regis Golf Club 4026 1)wation 202>24 4902 Cwimissions Reeavgd 4906 Refund 4907 Le55 Paypal C¢)mmissK 4908 Loss Stripe Commission 4909 L8ss Local Giving CommtSSW 48.Y2.00 18.400 64 1.430_32 53.08 657.52 2.845.74 69.41 730 34 3.379.27 419.53 10.LNJO.00 3.000.00 2.000.00 7.225 00 3600 612_26 209.78 123.061 11.6dl 124.96 Total Turnover Loss Cost of Sales 5005 Shop Stock 1550.83) Total Cost of Sal•s Gro•s Profft Lesb Expenses 6003 Therapisis 6007 Eveni Catering Costs 6009 Clièni Support 8207 office Cosls 7024 Sell Emplt)yed Wages 7025 Employed Slaff 7100 Renl 7207 MK CEO Salafy 7208 MK Clienl Supporf Salary 8206 CommtssThis Paid 118.794.47) 15 14.80) 116,140.891 17.889.25) 17.016.38) 15.105.OQ) 1791.Tr)1 (2,519.97> (4,617.58} 11.56?.55) Totsl EXn$•I Profft 8or• Tax
HL)athermoor Yriwl Hill Lap, Uplynie DT7 3BW Axrninster and Lyme Cancer Support Cliarity regi£irJti(iri riiiniber 1182035 FINANCIAL STATEMENTS Year Ending 30 June 2023 M.4AX AY Ti.ILphono'. 01?Q7 443078 iiI IL)i*11).4xniiri%tl.'T JiifJlyniocJncei c)iiPP(Irt.CO Lik www.aX1111115ILI'aiidlyniec¢JncL)15upport.co.tik W()bsiie:
6th October 2023 To Whom ft Ma Concern Axminster and Lyme Cancer Support Icharity Registratlon Number 11820351 I confirm that I have reviewed rhe income and expenditure for the year elldlng 3 June 2023 ft)r the above-named charity. The corresponding balafice sheet on Quicktile as at 61h October 2023 is a true rellection ot the finaftcial po5iiion of the charity. L Morgan CIMA Rhode Lane Lyme Re8is DT7 3TX
2 2023 AXMINSTER & LYME REGIS CANCER SUPPORT Profft & Loss Slal•ment O• 70 0th )0 2023 ¥•lw• r•wrt•d G8PI Turnovof 4001 Granl Income 4005 Donatson 40C6 Loc81 Giv 4007 E¥Sn Viryin Giving Fb(NJk Amaz 4008 Collection Pots 4011 ALCS Events IncomenArt Exhitmts 4013 Bank interest 4015 Shop Sales 4018 15% Conlnbuti(Jn lo Running Costs 4021 Gift Aid 4022 Donal¢on SSK 4023 lJon8tion D Wood 4024 Donation M Stead 4025 1)onalhrhi Lym6 Regis Golf Club 4026 1)wation 202>24 4902 Cwimissions Reeavgd 4906 Refund 4907 Le55 Paypal C¢)mmissK 4908 Loss Stripe Commission 4909 L8ss Local Giving CommtSSW 48.Y2.00 18.400 64 1.430_32 53.08 657.52 2.845.74 69.41 730 34 3.379.27 419.53 10.LNJO.00 3.000.00 2.000.00 7.225 00 3600 612_26 209.78 123.061 11.6dl 124.96 Total Turnover Loss Cost of Sales 5005 Shop Stock 1550.83) Total Cost of Sal•s Gro•s Profft Lesb Expenses 6003 Therapisis 6007 Eveni Catering Costs 6009 Clièni Support 8207 office Cosls 7024 Sell Emplt)yed Wages 7025 Employed Slaff 7100 Renl 7207 MK CEO Salafy 7208 MK Clienl Supporf Salary 8206 CommtssThis Paid 118.794.47) 15 14.80) 116,140.891 17.889.25) 17.016.38) 15.105.OQ) 1791.Tr)1 (2,519.97> (4,617.58} 11.56?.55) Totsl EXn$•I Profft 8or• Tax