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2023-10-31-accounts

Trustee Meeting for Countrymen UK

Date 16/11/2023

Apologies Johnothan, James, Woody (Andy)

Marilyn has requested to step down from the trustees due to ill health but would like to be kept updated on progress

Present Julie Sue Liz Harry Rose Becci

Conflict of interest….. Julie and Sue are also on the board for Future Roots…Julie and James own Rylands site.

Minutes agreed as accurate Harry proposed and Rose second

Health and safety

One Participant speeds on the tramper….organized a kill switch to be fitted so we have control to make it safer for everyone on site when he is here

Safe guarding

I participant has very poor mental health and is explicit to the team. He is accessing CMHT and has an appointment with them regularly. We informed them we were concerned about the level of his distress. The team need support if he has been particularly focal.

We have offered a second session for free for the foreseeable future.

Challenges

Some session volunteers need support and we are feeling there is a growing need for volunteers to be able to access the farm in their own right. More physically able men having a get together. Funding to be sought to do this.

We have had several visits from men who feel the price is too high they are capable and don’t need one to one support. We have proposed that the session return to 15.00 as the cost is having an impact on the numbers of men coming. If the men need one to one support or need a buggy the cost will remain the same.

January will be difficult because of need to cover Jans job or induct another person. Jan has said the odd session she will come in if needed.

Finance has improved slightly with some funding coming through but there is still a need to progress and keep Countrymen UK in people’s minds so more funding comes through

Staffing

Has changed to reflect finances and need

Nigel 1 week a month but will do more in Jan Feb to help out

Bev continues as is and if she has half an hour spare will do the fridge as she used to do.

David has reduced his time down

We are down to the bare wire in terms of workers so very reliant on good volunteers but we can operate safely as long as there isn’t long write ups to do

We have around 10 volunteers on the books who come usually a session a week.

Liz left the meeting at this point while we discussed the manager role as she has requested to be considered for the job.

The quality of applicants were not up to the whole job with different people being good at aspects of the role and needing lots of support to get going which isn’t available.

Options we have is to appoint Liz to part of the role with a support person to assist the areas she is least familiar with or readvertise. Liz is very qualified to run the club with vast experience of working with people with similar needs but hasn’t done project management before.

There is an applicant who could compliment these skills and we could request that he meets and discusses the options available.

Job roles were briefly discussed, and it was proposed that we offer Liz the role 2 days a week and the other applicant one day a week.

CHARITY COMMISSION FOR ENfjLAND AND WALES Counlrymen Uk Receipts and payments accounts 1184921 CC16a For the perlod from To 31st OciDber 2023 1s1 Novgmb9r 2022 Section A Receipts and payments Unrestrlcted funds to Iho nearosl Restricted funds Endowment funds Total funds Last year to the nearest£ ¢0 n¢or••t£ to th• near•s¢e tothe nearost£ A1 Rgceipt5 Grants Donal￿￿& Fees Inlete$i ReceI￿d 19,350 14.226 22,394 89 19,350 14.226 22,394 89 10,500 5,461 19.510 16 Sub tolal(Gross inGom& for 56,059 3J.487 AR) 56,059 A2 Asset and investment salas, 1988 table). Sub total Total recwpts 86.059 56,Q59 35.487 A3 Payments Wages & Nl cost5 SL3ff training &welTare Rent Compul&r & IT ¢osts 26.341 419 14,￿0 228 677 740 296 147 B7D 53 223 44.494 26,341 41¥ 14.500 228 677 740 296 147 870 53 223 44,494 24,710 371 6.000 3$4 677 1,921 Repairs & Main￿nanCe Pnnting. post & stsliontrry Tekphone & broadband Aecounlancyfee$ B8nk charges Sundryexp¢n$èa 344 55 Sub total 35,277 A4 Asset and investment purchases, lsee tabl81 Sub total Total payments 44A94 44.494 35.277 Net olreceipts/(payments) A5 Transfers tse￿0&n funds A6 Cash fund5 last y¢ar end Cash fvnds this year end 11.565 11.565 210 35,332 46,897 35,332 46.897 35,122 35,33 CCXX R1 ac¢ounlS ISSI 1610512024

Section B Statement of assets and liabilities at the end of the period Unrestricted funds to n•ar•¥t E Restricted funds to nearg8t£ Endowment funds to n•8rvBt£ C?1￿go(l￿. B1 Cash funds 8ank & eAsh in hand 37,091 Fees outstandi 9,893 PAYE creditor fj7 Total cash funds 46,897 vAlhrws arf p•pwis riisll Unr¢$trl¢led funds to no•r•$te Restrlcted funds Endowment funds 10 n•ar•*t£ to n•8rè$t 82 Other monetary assgts Fund to which a88Qt belon Co$¢ loptlon811 83 Inv•stm8nt assèts Fund to whi¢h Curr•rttvalu• onal Details Cost lopfjvnjll charity's own us Fund to which relats8 Amountdue Whon due tional B5 Llabllltlgs s9￿￿ by one or trustees on behalf of all the truslÈes Signatur8 Print Name 03te of roval ty4RS koc KYL L6" 5iS/ CCXX R2 accounts ISSI 1610512024

Profit & Loss Report date 10/10/23 2022 - 2023

Income
CC Fees
Donatons
Grants
Just Giving
Bank Interest Received
Unkown
Total Income
less Expenses
Web Design
Telephone & Internet
Insurance
Professional Fees
Bank Charges
Wages Including Pensions
PAYE
OH & Rent
Unknown
Total Expenditure
Operatng Proft
Debit
£ 460.35
£ 147.16
£ 676.95
£ 690.00
£ 46.40
£ 22,617.90
£ 1,608.83
£ 7,500.00
£ 307.50
Credit
£ 14,960.00
£ 4,354.43
£ 19,350.00
£ 10,073.00
£ 77.25
£ 3,376.00
Budget to Year end
£ 16,320.00
£ 4,750.29
£ 19,350.00
£ 10,073.00
£ 84.27
£ 3,682.91
£ 54,260.47
£ 542.89
£ 147.16
£ 676.95
£ 1,400.00
£ 50.62
£ 24,674.07
£ 1,755.09
£ 7,500.00
£ 307.50
£ 37,054.28
£ 17,206.19
Notes
Accounts start 1st Nov 2022; Month 8 31st June 2023
Prorated to 12 months
Assume CUK will carry out several fund raising events before 31st Oct 2023
Hunts Grant £8,750 per anum secured for 3 years subject to Outcome reports per Anuum
£10K donaton from local chap to be split 50/50 with FR, £2500 tax back to come
Assume will just maintain
mix of odd cheques not yet catogrised, also £2K transferred back by FR to CUK to aid
this has £150 annual maintance fee included plus £100 for web content updates
phones now on FR system so no more phone bills,
Renewal Date 28th April 2024
Accounts fee
FR have stopped rent untl CUK stands on own fnacial status
general
Wages reduced
JP secured £8.75K funding a year for 3 years
JP secured £12500 donaton at Holnest church
FR £2K transfer
Triodos CUK Account as of 10/10/23 £39,456.86
JP has £10K of grants awaiting feed back
£ 52,190.68










£ 18,135.59
£ 34,055.09

Stratagy required