OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-06-30-accounts

Charity Number: 1182035

Axminster and Lyme Cancer Support

Report and unaudited financial statements For the year ended 30 June 2024

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 2024

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
2
3
3
3
4
6
6
7
8
9
10
11
13

1 | P a g e

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

Cross Keys House Chard Street Axminster EX13 5EB

Trustees

Dr Nick Hodges, GP Dr Yvonne Hodges, GP Chris Stafford Georgia Robson Heather Sibley (Chair) David Elliott (new appointment 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

2 | P a g e

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

TRUSTEES’ ANNUAL REPORT

The trustees present their annual report with the financial statements of the charity for the year ended 30 June 2024.

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 10 hours per week to support bid writing applications. Administration and communications 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 29 to 35 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.

3 | P a g e

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

Achievements and performance

Over the past year the Charity has supported 185 new clients in addition to 535 clients that joined prior to this financial year, a total of 720. Sadly 14 were deceased during this period. We continue to actively support 310 people with a variety of activities as given below. Despite the 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 feedback verbally and personally.

Cross Keys House

In October 2023 we were able secure and move into our own premises at Cross Keys House, Axminster. This has enabled us to be more accessible to our clients for drop in sessions, support groups and workshops. We were able to fund the premises through a generous donation and furnish it through a number of grant applications.

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. 50 clients have been supported by volunteers offering 1-2-1 telephone contact on a weekly or fortnightly basis.

Therapies

We have over 40 professional partners on the website available for referrals, all interviewed, with appropriate forms, references and insurances. We have some 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 280 client referrals in 2023/24 including, but not limited to

Counselling Tripudio
Acupuncture Massage – Reflexology/Head
Physio Scar Tissue Massage
Bowen Hair/makeup
Reiki Equine
Nordic Walking Metamorphic Technique
Nutrition Oxygen therapy
Water Therapy
Hypnotherapy

4 | P a g e

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

Workshops and Events

Our Creative Programme delivered a variety of art workshops, silver smithing and woodworking 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, quarterly Blokes Brunch and Men’s Yoga.

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 285 visits to the beach hut and it has been used by 89 different clients.

Fundraising

Our fundraising activities have been successful during 2023/24. Highlights included our Hills are Alive sponsored walk, many community fundraisers including cake sales, marathon runs, sponsored walks, plus donations from local organisations who selected us as their charity of choice or fundraised on our behalf.

We are grateful to have received £57,015 of grants. A full list is provided on page 13. This has 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, through online platforms, legacies and fundraisers have supported our core services, especially counselling and therapies.

We have introduced a monthly Pop-Up Charity Shop where we sell a range of clothing/bric a brac generously donated by the community. We also have a small charity shop in Cross Keys House, “The Nook”, where clients can purchase cards and a number of small items. This is particularly important for those clients who may be vulnerable during treatment and wish to avoid busy high streets. Sales of our recipe book, cards and music CDs through our online shop continue.

5 | P a g e

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

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 2024 is as follows:

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.

6 | P a g e

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

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 21/01/25 and signed on its behalf by:

Heather Sibley

Trustee

7 | P a g e

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

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 2024.

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:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. 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: 21 January 2025 6

L Morgan, CIMA Chace Haven Lyme Regis DT7 3TX

8 | P a g e

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

Axminster and Lyme Cancer Support Statement of Financial Activities

For the year ended 30[th] June 2024

Unrestricted
funds
Restricted
income funds
2023/24
Total funds
2022/23
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*
£
60,524
60,524
6,500
39,724
27,367
560
74,151
-13,067
-13,067
-13,627
£
61,929
61,929
64,093
64,093
-2,164
-2,164
**-2,164 **
£
60,524
61,929
122,453
6,500
103,817
27,367
560
138,244
**-15,791 **
£
50468
48,542
2,778
101,778
1,566
35,448
26,876
1,616
65,504
34,055
34,055
34,055

*See grants awarded in addendum

The notes form part of these financial statements.

9 | P a g e

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

Axminster and Lyme Cancer Support

Balance Sheet as at 30[th] June 2024

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
£
38,150
38,150
38,150
38,150
38,150
38,150
Restricted
income
funds
£
30,995
30,995
30,995
30,995
30,995
30,995
Total
2024
£
69,145
69,145
69,145
69,145
69,145
69,145
Total
2023
£
84,937
84,937
50,882
50,882
50,882

The financial statements were approved by the Board of Trustees on 21/01/25 and were signed on its behalf by:

Heather Sibley

Trustee

The notes form part of these financial statements.

10 | P a g e

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

Notes to the Financial Statements

For the Year Ended 30 June 2024

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.

11 | P a g e

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

2. Trustees’ Remuneration and Benefits

There were no trustees’ remuneration or other benefits for the year ended 30 June 2023 nor for the year ended 30 June 2024.

3. Staff Costs

The average weekly staff support during the year was 1.6 Full Time Equivalents, provided by four 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 2024.

12 | P a g e

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

We are extremely grateful for the grants awarded during this financial period:

Funder Amount For … Dorset Community Foundation (small) £5,000.00 Premises & salaries Lyme Regis Rotary £500.00 Counselling Norman Family Charitable Trust £2,000.00 Core costs Tesco £375.00 Nutrition Morrisons Foundation £4,300.00 Cafe area - premises Pink Ribbon Foundation £3,000.00 Breast cancer B&Q Neighbourly fund £5,000.00 Furnishings - new premises Albert Hunt Trust £5,000.00 Core costs MacMillan £9,000.00 Blokes Brunch / Pie & Pint Dalwood Raft Club £2,000.00 TV/training setup - Cross Keys Lyme Regis Regatta & Carnival £1,125.00 Professional partner services The National Lottery £9,740.00 Creative Workshops Dorset Community & Culture £3,000.00 Yoga/Meditation/Tripudio/Aquatherapy Dalwood Raft Club £700.00 Cost of blinds - CKH LRTC 2024 £1,000.00 Counselling - Lyme Regis clients only Mission Remission £1,200.00 Walking therapy / group walks Pink Ribbon Foundation £3,000.00 Breast cancer support group Mission Remission £1,200.00 Walking therapy / group walks

13 | P a g e