**SPRINGFIELD DOMESTIC ABUSE IN SOUTH LAKELAND** # **ANNUAL REPORT** ## Contents Our Trustees Our Team Supporters/funders/donors Partners Chair of trustees report Organisational structure + Risk management Treasurers report Financial Statement CEO's report Our services Service User Feedback ## Our Mission + Values ## Our Mission Our aim is to give those who have been affected by domestic abuse – physical, sexual, psychological, emotional, financial – the skills, confidence and resilience they need to: - Develop positive coping strategies - Develop and sustain healthy relationships - Recover from their experience - Lead lives free from abuse. We will achieve this by: - Offering support in a safe environment - Giving a voice to those affected by domestic abuse - Campaigning and lobbying against domestic abuse and gender based abuse **----- Start of picture text -----**
Providing value Respecting
for individual beliefs
money services and values
Belief that
violence towards
others is
unacceptable
A commitment
to partner Our core values
and service user
consultation
A commitment
to breaking the
A commitment
cycle of abuse
to working A commitment
in partnership to innovation
and investment
in staff
**----- End of picture text -----**
## Our Trustees ## Chair of Trustees Stephen Wilkinson is our Charity’s Chair. His background is in education, first as a teacher and outdoor education instructor and then in School Leadership in schools across England and Jersey. This included Headship in a large 11 to 18 Comprehensive , being a CEO of a Multi Academy Trust and Heading up a National Teaching School as a National Leader in Education. He has a keen interest in supporting the emotional development of young people and was Chair of The Cumbria Partnership for Emotional and Mental Health. In his semi-retirement he continued working as the Senior Lead for the North Maths Hub and is a Local Representative for the Association of Schools and Colleges in Cumbria. He is still involved in Education as a Governor at a large Secondary School in West Cumbria and a Pupil Referral Unit in Barrow and recently retired as a Trustee of a Kendal Nursery School. Grandparent duties, volunteering for the Cumbria Wildlife Trust and being Vice Chair of Curlew Recovery South Lakes, hill walking and bee keeping keep him busy. ## Vice Chair Susan Tomlinson is a former director of a local firm of Chartered Surveyors, Land Agents and Auctioneers. Her role with the company involved overseeing the day-to-day running of the business, with direct responsibility for HR and the administration team. Susan became involved with the work of Springfield as a result of one of her family members experiencing domestic abuse. From this experience she understands the importance of the charity’s work and is passionate about Springfield’s contribution to the local community. Susan is also a Trustee of the Lakeland Housing Trust which is responsible for social housing for local people. ## Our Trustees Dr Liz Riley currently works as Head of Research and Evaluation for the charity, Betknowmore UK, that addresses gambling related harm in UK communities. As part of her role she engages with people who have been impacted by or who have instigated domestic abuse, especially financial abuse. Previous to this Liz worked in a variety of roles as a researcher in academia and the charity sector. Liz has also volunteered for a number of local charities including Mind, CADAS and the Shannon Trust. Liz has worked as a Practice Manager in Primary Care since moving to Kendal with her young family in 2004. Working as a Practice Manager. Liz has developed skills in a wide range of areas including; Finance, HR, and Health and Safety along with areas more pertinent to Health Care: for example Regulatory, Staff Training, Safeguarding to name but a few. More recently Liz has specialised in Quality and Performance with particular emphasis on Regulatory, Safeguarding, Complaints Management and Patient Experience Prior to joining the NHS, Liz started work in the pharmaceutical industry as an analytical chemist before taking on a role in clinical trials managing multidisciplinary teams both nationally and globally, developing skills in Project Management and Strategic Development. ## Our Team ## Tori O'Callaghan-Lake CEO Tori joined Springfield in September 2022 and has over 15 years’ experience of working to support and empower the most vulnerable members of our society. More recently she has worked specifically in the VAWG sector managing a diverse range of domestic abuse services in Greater Manchester which include IDVA provision, community outreach and refuges. Tori has previously been successful in funding applications, tender bids and has set up a number of new services within Greater Manchester specifically male safe accommodation and refuges. She has sat on numerous DHR panels and contributed to wider learning events within Greater Manchester. The pandemic was especially challenging for our sector and because of this Tori is extremely passionate about ensuring the wellbeing of both our clients and employees, advocating for trauma therapies and recovery provisions that are available and accessible for all. ## Clare Feeney-Johnson Community Services Manager Clare started working for Springfield early in 2022. Clare spent twelve years as an elected member for all three tiers of local government holding cabinet positions championing local community needs. Previously Clare worked with vulnerable young people helping them become independent with structured professional support, meeting their individual needs. Clare is committed to providing a service which supports service users to empower their own internal resources, develop their self-awareness, fostering resilience and enabling them to make long-lasting positive life changes. Key to Clare’s role is spreading awareness across our whole community of Domestic Abuse, to empower individuals to know what a healthy relationship looks like and where to go for help and support should they need it or where individuals can to sign post others who may need our help. ## Kelly Jackson Refuge Manager In my professional life I worked in business management before setting up my own businesses in 2010. I had a reflexive period five years ago after witnessing the impact Domestic Abuse can have on a survivor, children, family, and friends. I chose to go back into education, I retrained in Psychology and mental health, and it fueled the drive to come into the Domestic Abuse sector. I feel privileged to work with survivors and I am inspired everyday by their courage. I began my role at Springfield in late 2021 and I am committed to the growth and development of the charity and the invaluable services they provide. ## Organisational Structure ## Supporters, Funders and Donors Grateful thanks go to the following individuals and organisations for their financial support making delivery of our service possible in 2022-23. Kings Food Bank Lakeland Ltd Asda Morrisons Marks and Spencer Lush Body Shop Cumbria County Council Frieda Scott Charitable Trust Henry Smith Charities Trust- Yorkshire BS Stephenson Trust Kentdale Charitable Trust Cumbria Community Foundation Sir John Fisher Foundation The Hilden Trust Lloyds bank Foundation Garfield Weston Kendal Quakers Seba Trust Global, Make Some Noise St Cuthberts PCC Kentmere Staveley WI St John's Church Levens Charles Hayward Foundation Stricklandgate Methodist Friendship Group Inner Wheel Kendal Grange Soroptomists Stephenson Trust Milnthorpe with Heversham Mothers Union Skipton Building Society Arnside Methodist Church Kendal castle WI YWCA St Thomas’s Church, Kendal Individual and anonymous donors. ## Partners Cumbria County Council Cumbria Cruse Cumbria Constabulary Sight Advice Safety Net Cumbria Deaf Association Barnardo's Community Mental Health team SLDC Homeless Team (CMHT) Eden Housing Victim support Community Mental Health Team LGBT+ Carlisle Social Prescribers (GP's) Dignity in Dementia Victim Support Station house surgery CADAS Bridgeway SARC Health Liaison Officers Self harm Awareness For All (SAFA) Womens Community Matters GAMCARE Gateway 4 Women Kendal Job Centre/The Foyer Women Out West Manna House Freedom Project Kendal college Cumbria County Council - Adult and Town View Fields Hostel Children's services All Churches Together Women’s Aid members Mankind South Lakes Housing Tim Farron MP Constituency Office Simon Fell MP Constituency Office Cumbria Fire and Rescue Service Lancashire and South Cumbria NHS Foundation Trust Barrow-in-Furness Housing team Cumbria Alcohol and Drug Advisory Service (CADAS) Office of Police and Crime Commissioner (PCC) Action for Children Early Help The Well Birchall Trust Manna House Recovery steps ## Chair of Trustees report The year April 2022-March 2023 offered a major opportunity for the Trust to review its mission and purpose and renew its objectives. This allowed a relaunch of the charity at an event for stakeholders this Spring. This was spearheaded by our newly appointed CEO who joined the charity having done a similar role in a much larger charity outside of Cumbria. A visit to our sister refuge in Lancaster was both informative and inspirational. In the months leading up to the relaunch the Board of Trustees underwent a major change after the resignation of all but one of the trustees. Since then the charity has been governed by 4 very active, experienced, and committed volunteers who meet regularly for both strategic and operational reasons. Our thanks go to former trustees and to Sue Tomlinson who has provided superb continuity, knowledge and advice to the board and stepped up rapidly as our very capable vice chair. The constitution of the charity was amended to allow it to offer services for both men and women. As a result, we now have a number of men that we are supporting. Our refuge for females has been substantially improved and is now able to accommodate women with children which is a major step forward. The staffing numbers has increased significantly over the year both in the Hub setting as well as our Refuge as a result of additional grant funding, support from the Lloyds Foundation and other sponsorship and donations. This has allowed a large increase in the occupancy of our house and also other clients making use of our core services. The charity has successfully moved the house ownership to the new trustees as well as renting additional accommodation at Stricklandgate House. We are very pleased to be associated with this organisation and we make good use of the additional facilities. ## Chair of Trustees report The Launch Event allowed us to renew our strong links with a whole host of partners as well as develop new links not least with the new Local Authority as well as the Police and many others. It also allowed us to initiate a Friends of Springfield group. Unquestionably the financial year covered by this report was one of massive change, improvement and growth only made possible by a fantastic Staff Team, committed trustees and an amazingly supportive community of professionals from other organisations and charities. ## Financial report During the financial year of 2023 there have been operational challenges in relation to the changes noted above in the chairs review. The continuation of the charity work and delivery of services has only been possible due to the grants received and because of the continuous hard work put in by our new CEO, staff members and the trustees. We are extremely grateful for all donations and support we have received from many local and national organisations as well as all the extra help provided by staff, volunteers and individuals. Income for the year was £582k which included the £290k property which was gifted from the Property Trust. Excluding this gift, income was higher than the previous financial year, due to the success in obtaining grants for our work. Expenditure was £259k which was higher than the previous financial year. Again, this was expected as our main expense of salaries was higher due to staffing levels being brought back to the required levels and also being able to take on some specialist roles including an Independent Stalking Advocacy Specialist (ISAS) and a poverty lead. We have also invested in staff training and welfare, which will also continue into financial year 2024. Springfield Domestic Abuse Support in South Lakeland has ended the financial year ending 31 March 23 with a cash asset of £192k. The cash funds are made up of an Unrestricted balance of £144k and Restricted balance of £48k. The Restricted cash funds of £48k are to continue to deliver services over the next financial year, these are mainly in relation to the COMF project – ISAS role, funding for a new IT system which has been implemented post year end and then various smaller grants to help support our clients with the cost-of-living crisis. The Unrestricted cash funds of £144k, after deducting the unrestricted liabilities (mainly deferred income) result in unrestricted reserves of £94k. These provide the charity with security needed for the future and aim to meet the reserves policy that had been set and will help to cover core costs at both the community hub and the house. ## Statement of Financial activities Springfield Domestic Abuse Support South Lakeland Statement of Financial Activities for the Year Ended 31 March 2023 ## Statement of ## Financial activities Springfield Domestic Abuse Support South Lakeland Statement of Financial Activities for the Year Ended 31 March 2023 ## CEO's Report As I reflect on the past 12 months the words that spring to mind are stability, development and growth. We have a lot to celebrate, and I am extremely proud of what we have achieved over the year. We started the year by reviewing and updating all our publications to ensure they were reflective of our local demographics, we now have leaflets, posters, banners and a website that clearly identify and promote the support we provide to Women and Men who have/are experiencing domestic abuse. As part of this we introduced posters and leaflets specifically aimed at male survivors and how we can help them to recover from their experiences. Living in a refuge can be a challenging time for some women, especially as they often arrive at refuge immediately after experiencing a traumatic incident. We spoke to our residents to find out how we, at Springfield, can best support them with this transition and we asked the women what they would like to see from us. The two main themes that came out of these conversations were children and support outside of office hours. Residents were telling us that they felt unsafe and lonely in the refuge during the evenings, throughout the night and at weekends when staff weren't present, they also shared that often they had to make the choice to leave their children with other family members (or the perpetrator) in order for them to access refuge. We came together as a whole team to find a solution to the issues raised by our residents and in March 2023 we started staffing our refuge 24 hours a day, 7 days a week, this change has also enabled us to review our policies and procedures along with our HMO license and we can now accept children in three of our rooms where previously we could only accommodate single women. Our community service has seen an increase in male survivors accessing our support services, this has fed into our strategic plan and our aims for new ways to support male survivors moving forward. We have also strengthened our partnerships and started delivering support to clients in the most rural areas where they cannot easily access our community hub. We continue to deliver support from our community hub and have added some additional therapeutic group work programs in addition to our existing ones, including a bespoke domestic abuse recovery group program for children and young people. Our ISAC started with us in October 2022, since then she has worked in partnership with Cumbria Constabulary to keep victims and survivors of stalking safe. She is also working with the local authority to deliver stalking awareness training to professional across Cumbria. In Spring we launched our 'Friends of Springfield' group where individual supporters of Springfield are kept up to date with events and developments within the charity. Having the Friends of Springfield has enabled us to set up a crisis fund which we can use to pay for any unexpected expenditures survivors may need, such as a mobile phone or emergency accommodation; it also means that we have finances to plan day trips and activities for our clients which we otherwise couldn't afford. I would like to take this opportunity to thank all of our donors, funders and partners for your continued support this last year, without you we would be unable to provide support to so many victims and survivors of domestic abuse. And finally, but by no means least I would like to thank our trustees and team members for their passion, dedication and determination, I am constantly in awe at the impact you all make on the lives of the individuals who use our service. ## Our Impact ## **Freedom** **My life now has new meaning The refuge has set me free, From all the pain and suffering And the trauma that has imprisoned me. I take each new step slowly And am making progress along the way, I now have the best support network And am finding rainbows in life every day. Whenever I feel lonely I know that there are people who care, Who will reach out with compassion and kindness With anything I want to share. There will always be a tomorrow A time when I can sit and reflect, I know I can talk to anyone anytime at Springfield And I know I will be treated with love and respect. THANK YOU!** **ANON** # **Wellbeing activities funded by donations -including private donations** ## Rookhow Retreat Queens Platinum Jubilee Add a little bit of body text ## Service User Feedback **Without the aid of Springfield's domestic abuse support, my mental, emotional, and practical well-being would have suffered greatly. They played a crucial role in providing me with the tools, resources, and support needed to regain control of my life, rebuild my confidence, and maintain contact with my children. I am** How would things be different if you hadn’t received this service? I wouldn’t be here. **forever grateful for their unwavering help and support in my journey towards healing and a brighter future.** Springfield went above and beyond in every aspect. The level of care, understanding, and guidance I received was exceptional. I am truly grateful for everything they have done for me. They provided me with the support I needed and helped me navigate through a very challenging time. Thank you for everything you do. REGISTERED CHARITY NUMBER: 1191650 and ts for the Year En for use Su dited Financial Statem March 202 rin ield Dome L2keland I Statem Report of the Tnjstees Statementof Trustee5 Responsibilities Independent Examinerfs Report Statement ol Financial Actwities Balance Sheet Notes to the Financial Statements 8t0 15 The trusteé5 wesent thar repart With the financial statements of the charity for the year ended 31 March 2023. The trustee5 hawe adopted the prwsions of the Statunent of Recommended Practice ISORPI 'Accountin8 and Repordng by Charities. effective I 13ftuary 2019. REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number 1191650 Business Address SEricklandgate Hwse 92 Stricklandgate Kendal LA9 4PU Trustees N Brown Reverend Rl Cr05sley PA H￿ght0￿ Resigned 6 lune 2022 Resigned 29 November 1022 Resigned 7 july 2022 Appoinced 5 August 2022 Appointed 21 lune 2022 Appointed I l April 2022 S RocklrffÈ E Slater S Tomlinson S Wilkinson Res¢ned l A￿11 2023 Appointed 25 May 2022 OBJECTIVES AND ACTIVITIES Objective5 and aim5 Springfields aims per it's c¢nststuiion are.. l. To relieve the needs ofand protectand preserve good health among pwsons whoare expErkncing or have e%perienced dome5ty( abuse by providing rhem with housing. 3SSOClated ameniues andlorsujyort to hdp thèm to develop their ah'lty to INe independendy. to rebuikj their lives and to 1n￿grate Into society. 2. To relieve the needs of and protect and preserve good health among persons who suffer from. or are affecced by. domestic abuse in all its lorm5 by providing suppor¢ kwledge and advi￿ to the board and stepped up rapidly as ourvery capable y￿e chair. The constitution of the charity wa5 aTnended tc allow it to offer services for both men and womw. As a resu￿ men now make up i subsonrial proportion of our client base. Our refuge forfemal* been substaM￿ty improved and ts able to accommodate woman N%ryth chiilren which is a major step forward. The stsffing numbers has Increased signthcantty over the year both in the Hub setiing a5 well 35 our Reluge as a r￿Ult of additional grdntfunding. 5UPPOrt Irwn the Uoyds Foundation and other sponsorship and donations. Thi5 ha$ allowed a large increase in the occupancy of our house and also other clients rnaking vse of our core service5. The tharity has Successfully moved the house oWne￿h1P to the new trustees a5 well as renting additional accommodition at Stricklandgate H¢use. We are very pleased to be as50CUted with this organisatron and WÈ make good u* of the additional The Launch Event allowed u5 to renew our strong lin￿ with a Who￿ h05t of partners as wdl a5 develop new links not least with the new Local Airthority as wdl as the Police and rnaTry others. It also allowed u5 to iThtiate a Friends of springfie￿ group. Unquestionabty thE financial year covered by this report was one of m2ssive change, irnprovement and growth only made possib by a fanta5LiC Staf( Team. committed tstystees and an amaziWy supporuve tommuniry of prolessionaLs from other Or￿nisatIonS aFbd charities. Siephen Wilkin50n Chatr of Trustee BDord FINAMCIAL REVIEW During the financrdl year of 2023 there have been operation31 challenges In relation to the Changes rtted above in the chairs re￿ew. The continuation of the charity work and delwery of services has only been possible due to the grants received and because of the contsnuoLts hard work put in by our new CEO, Staff membws and the trtsstees. We are exrremely gratefth lor all donations and support we have received from many ILKal and nityonal organisations a5 wdl a5 all the extra help provided by staff, volunteers and indiv￿￿al Incorne lor the year was £582k which included the £290k property which gKtÈd from the Property Trust. Excluding thi% grfL IDcome higher than the previous financial year, due to the success In obtaining grants for our work. Expenditure was £259k which was higher rhan the previou5 fillancial year. Again, this was expected as our main expÈn5e of salaries was higher due to stsffing leve15 being brougtht back to the required levels and als¢ being able to take On some speoalist roles including an Independent Stalking Advocacy Specialist IISASI and a poverty knd. We haye also invested in st&ff trair%ng and wdfare, which will aL%o continue into finarKial year 2024. Springfield Domestic Abuse SLPPOrt in South Lakeland has ended the financi31 ye3r y)ding 31 March 23 with a cash asset of £192k. The cash funds are TTrade up of an Unrestricted balance of £144k and Restritted balance of £48k. The Restricted cash funds of £48k are to continue to ddiver servi￿5 over the next financial year. these are mainly in relation to the COMF projecr- ISAS role. lunding for a new ￿ system which has been implemented post year end and then various smaller grants tt> help 514)port clients with the cOst￿-14￿ng cri51S. The Unrestritted cash funds of £144l after deducting the unrestritted liabilit￿5 lrnainly deferred incomtl result in unrestrthd re5erve5 of L94k. These provide the charity with security needed for rhe future and aim to meet the reserves ?￿￿Y that had been s¢t and will help to cover core costs at both the community hub and the house. Pa8e2of 15 Reserve$ polity The reserves policy is calculated 10 accommodate a 6-Tnonth gradual wit>d down ol the ch3rity In the event of the lack of avaihb fundi￿ support ro ddNÉr service5. It would cover salaries, renL util￿e& redundancy, and rttnovavrelocaion costs. Our reserv¥ Policy is currently set at £ look. As at the 31 March 2023 ow unrestricted reserves were É384k which includes th¢ woperty. K d properry is excluded the unrestricted reseNes would be £94k. Ttu5 15 51iEhtly k>wer than the r41culatsd level of rtserves. however, the se¢LJrity thE property provides in term5 of the charity continuing in operation Is huge and it allows the charity to be able ro consider a variety of optKbn5 rf needed. The trustees would like to build the 'cash' reserves to the required level over the comi years but wish w balance thls With current ¢perdtKTrnal needs and fu￿re strategic aims of the charity. STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document The charity was rÈgistÈred on 6 Ottober 2020, it opeTaee5 a5 a CIO and is controH&l by Irs gtsveming documenL It began operating l April 2021 when all assets and In￿lItIeS were transferred from the unincerporated charity (number 2314341 as at 31 Marth 2021. Recruitment and appointment of new trustees Thereis a documented processfor recruitment, induction and trainingfortrustees thatincludes term5 of refera4ce and a d¢cumenieJ job role and responsibilities. This gives prospective trusree5 a clear understanding CA the role and expecrations. Vacancies ar2 atheryised. including any specrfic 5kn115. experience or knowledge required. Candidates are nterviewed by at least 2 trustees. one rf which 15 the chair or treasurer. The trustees who conduct the interview make i re¢omrnendation to the board, based on suitsbility, skills etc. Trdining offered to hew twstees Includes a DBS chetk and 53fegu3rding 3S 3 minimum. RisJ( Mw7agement To tnitigate risk in the charity there is a documented risk register identifying Finincial. Operational, External and Govemance r¢￿ted risks. The trustees and Manager review this on a qJ3rcerty bisis to understand rfthe risk level has changed. There Is also actsons th¥ take place tts ￿ltrEate Or reduce the risk ltr￿1 and impact, this are also reviewed by the trustee5 and manager quarterty. Frtyn a >afeguarding point tsf View. all pr05pertwe clients are interviewed to determine risk before a referral takes ￿aCe, thi% ensures soff saftty and welbeing. Page3of 15 31 March 2023 The rrustees are respon5ilAe for preparing the Report of the trustees and thè financia1 statements in accordance With applKablÈ liw and United Kingdom Accounting Stsndards (Unrted KiDgdom General￿ Accepted Accounting Practs£el. The applioble to chrities in En￿and and Vvales requires the trustees to prepare financiHI 5tstements for each finanti&l pericd which &ve a true and fair Yiew of the sote of affairs of the (harity and ol the incoming resources and appliotion of re50urce5 of the charity for that period. In preparing rhese financial ststetneTrt5. the trustees are required to sdect suitsble accounting policies and then apply them ¢oft>lstent￿,. obserwe the Tnethod5 and principle5 in the Charities SORP IFRS 1021, effecvye I january 2019., make judgements and estimates that 3re reasonable and prudenL state whether applicable UK Accounting Standards have been lolbwed, subjert to any material departures dixlosed and explained in the financial statements., and prepare thefinancial statements on the going cmcern basis Un￿9$ rt is inappropr￿te to presume thatthe chariiy will c(vitinue in Operation. The trustee5 are responsiblefor keeping proper a¢c¢un(in8 record5 which disclose with reasonable accuracy at any time the financ ptssition of the charw and enable thetn to ensure that the financial statements comply with the Charities Att 2011, the Charitie5 (Accounts and Reports) ReguLHtKy)s I￿)8 and the pro￿s1Ons of the govErnitTrg document. They are also responsible ftr safeguardinK the assets of the charity 3tTrd hence for taking reasonabk steps for the prevention and deteuion of fraud and other irregularitie5. Trustees Re￿rt And Trustees ResponSibil￿e$ signed on behaK tsf the Board of Trustees on . S Wtlkin50n TnJstee- Chair Page4tsf 15 ield Dom suc Stered Chari number. 1191 I report to the charity tru$tees ¢n my examination tsf the financval Statements ofthe ch&rityfor the year ended 31 Marth 2023 whith are set our on pages 6 to 15. Responsibilities and bags of report As the th￿￿1￿$ Lfu5tees you are re5P0Tr5iblefor the preparation of the fiDarKol ststements in accardance with the requlrements (I the Ctrrarities 2011 I'th2 2011 Act'l. Havmg satisfied mysew that the financyal statements of the chari¢y are not rewired to be audited and are el¥ible independert exarnination, I report li respect of my examination tsf your charity 5 financial staiements ¥ carried under sè£iv)n 145 of tl Charities Act 2011 (the 2011 Act'l. In orrying out my examination I have lollowed the Direcuonsgwen by the Charity Comrnissi under section 14515llbl of the 2011 Act. Independent examiner's statement I have totnpleted my ¥xafnination. I confirm that no matters have come to my attention in connection with the examination gmr me ouse to believe that in any material respecL accouning record5 were not kept in accfxdance wth sectson 130 of the 2Ql l Act,. or the accounts do not a¢<¢rd wirh thtsse record5.' or the accounts dv not compty with relevant accounting requirements other than requirern￿t that the accounts gNe a 'rr and lair, view which is not a matter Considered as part ol an independent ex3mia3tion', or the accounts have noi been prepared in accordance with the methths and principles of the CharitAes Statem￿¢ (I RetoTnTnended Practi￿ for 3ccountinE and reporting by chariries applicable to charities preparing their accounts in accordanLt with the Financial Reportyng Srandard applicable in the UK and Republic of Ireland IFRS 1021. I have no concems and have come across no other matters in connettyon with the examination to which attentlon thould be drdwn in this report in order to viable a proper understanding of the accounts to be reathed. kL Helen Holm*s FCA ICAEW Stables Thompson & Brisc Char*red Accountants and Regi%tered Auditor Dats.. Page5of IS Year ended 31.3.23 Total funds Y&ir ended Unrestricted fund Restrictsd lund 31.3.22 Total funds Notes INCOME Incoming resourcesfmm Charitable *ctiYiti Voluntary income Trust and grant Income Othtr (haritable income Transfer from unincoryjorated charity Transfer from pr¢perry trust Invesunent incorne 15.773 15,773 216.016 58,315 9534 143.ln 51,036 73.332 98,766 49 58,266 290,Q(K) 290.000 23 Tor￿ Income and endowments 482,88) 98.815 S81.69S 277.097 EXPENDITURE Charitable activityes Overhead5 112,904 80,910 59,056 5.856 171,960 86,766 108.978 65,224 Total expevKliture 193M14 64,912 258,n6 174,202 NET INCOMEI{EXPENDITURE) FOR THE YEAR BEFORE TIIANSFERS 289,1)66 33,903 321969 101895 Gr05S transfers between funds Net incomel(expenditure} for the year 289,066 13,903 322,969 102,895 RECONCILIATION OF FUNDS Total fl￿d5 brousht forhvd 95,426 7,469 101895 TOTAL FUNDS CARRIED FORWARO 384.492 41,372 425,864 102.895 F%ge6of 15 Unrestricted fund f¢estricted fund 31.3.23 31.3.22 Total lunds Total funth Notes FIXED ASSETS Tangible assets 29Q.CQO 290,000 CURRENT ASSETS Debwrs Cash at bank and pn hand 12,070 133.458 145.528 143.499 157015 48.372 48.372 206.187 CREDITORS Amounts fallin8 duE Wthin year 10 163.3231 17.0001 170.3231 142.6331 NET CURRENT ASSETS 94.492 41,3T2 135.864 102,895 NET ASSETS 384.492 41,3n 425.864 102,89S FUNDS Unrestricted fvnds Restricted lunds 384,492 41.372 95,426 7.469 TOTAL FUNDS 425.864 102.895 These financlll 5taternents were approved by the tswstee5 and were signed on its behaWby'. S Tomliri5&n TrLStee Page7of 15 for the Ye rEnd ACCOUNTING POLICIES Basis of accountir18 The financial ststsnents have been prepared in accordan￿ with Accounting and Reporting by Chariues.. Ststement c4 RecomTnended Practice applicable to charitie5 preparing their accounts in accordants with the Financial Reporting Standa applicable in the UK and the Republ￿ of Ireland IFR51021 leffettiye I january 20191- (Charitie5 SORP IFRSIQ211. Sprinrfield DomesticAbuse &Jpport South Lakeland meets the defin￿On ofa public entw under FRS 102. A5setsand Irabilitie5 are initially recognised at hiEtorical cost or transacti￿al value unle55 ￿herWiSe stated in the relevant accounting polKY notels). The financial ststernents are prepared sterling which is the fiJnctioft#l turrency ol the charw. Monetary amounts th th*e financial 5taternents are rounded to the nearest £. Incoming resources All incomi*g resources are included in the Stat￿ent of Fininci21 Activities when the charity Is legalty entided to the income, it is reasonably certain it will be receNed and the amount can be quantrfied with reasonable accuracy_ Any income which for use in a fDture peritsd is defÈrrÈd to that period. Donations. interÈsL and other incotne are accounted for when retrwable. Re50urcfrs tmpendod Expenditure 15 aCco￿ted for on an accrua15 ￿sIS and has been classffjied under heading5 that a88re8ate all costreL3ted to rtr category. Vvhere costs canno¢ be direcdy attrlbuted to parricular headings, they have been allocated to a¢tivirie5 on a bas crmsistent with the use of resourtes. Pension The charity operates a ddiaed contribution pension scheme. Taxation Thè charity is gxempt from income tsx on its tharirabk athvities. The charty is not able to recov* Value Added Tax IVATI. Expenditure is recorded in the accounts inclusive of VAT. Fund accounting Unrestricted funds can be used in accordattce with the tharitabk objectives at the discretion ol the trustees. Designated fund5 arE unrestrKted lund5 whKh the tnotres have put aside for a specific use. Restrirted fvrtds e*) onty be Used for particular restricted purposes within the objects of the tharity. Re5trKtions 3ri5e when spe£ified by the donor or when funds are rai%ed for wtycular restricted purposes. rther explanation of the nature purpose of eath fijnd is included in note 11 to the fmiancial statements. Tangible fixed assets and depreciation Tangible fixed assets are capitslised and incltNJed at costlgiltvalue including any *)cidenral costs of acquisltion. Depreciation is provided on all tangible fixed ￿se¢S at rates c2ltulated to write off the cost on a straigh¢-line basls ov* the expected useful ecoftomic life 35 foll0Y￿.. Freehdd property The trustees PerfOr￿annUal impairment rewewsto thatthe recOVera￿e￿￿ounI not bwer than the carTringvalue. Debtors at)d ¢red*tors receiyablelpayable within one ye Debtors 3nd creditors %Vith no ststed interest rate and receivable or payable within one year are recorded at trdDsacrro price. Any losses arising from Imp3irtyEnt a￿ recogni%ed expenditure. Cash at bank and in hand Cash at bank and in hand Include5 cash and short term highly liquid Invesiments with a short maiurity of three months less frotn the date o13cquisition or opening ol the deposrt or sirnilar ac£ounL The notes form part of the5E fin*)aal 5taeements P28e8 of 15 VOLUNTARY INCOME Year ended Year erided 31.3.22 31.3.23 Indpiidual donations Churth donations Trusr & bu51Fle55 donations BIE GNe Chri5tlll35 challenge 7,626 4,982 730 3.822 4,860 3.287 15,773 9,534 Unre#rirted (15,773 (year ended 31.3.22- £9,534) and res(ricted £nil (year ended 31.312. £nill. TRUST AND GRANT INCOME Year ethded Year 2￿J¢d 31.3.23 31.1.22 Uryestricted Restricted Total Totkl Government grants Cumbria Ctrmiy Ctsuncil- DASA undertpend Cumbria CO￿ty Council south Lakelaftd Distrirt Cwncil 10,rAx) 10.0 51.925 7,000 68,925 51,925 10,000 58,925 Non-govprnment grants Henry Smith Lloyds Stephenson Trus¢ Frieda Scott Trutt 35.CrfXI 27.25Q 20. 35,1K)O 27.250 20,¢Xh) 7,370 15.LN)O 3,(KlO 29.471 10,(K)O 25.000 25KIO iowo 15.(x)D 20, 7,370 15,0 Eatun Fund Global Make Some Noise Hildefi Trust DowagerTrust Cumbria CCF The Hadfield Trust YWCA KEndal Limited 29,471 IQ.ODO 7.0(h) 14,IT2 107,250 39.841 147.091 143,In TOTAL 117.250 98,766 21&016 143,172 Year ended 31 Marth 2022 Unrestricted £129.000 atid restricted 114,1n. OTHER CHARITABLE INCOME Year tndÈd 31.3.23 Year ended 31.3.22 SLDC Housing Benefit CCC Supporring Peop Service charge Etnployment Allowance Electricity government support ndry incoffle 27.163 23,379 1,990 5.0(h) 400 383 17.688 27,882 1.020 4,0 446 58,315 51.036 The above income is all ynrestrirted extrpt for a £49 refund on a restricted project included in sundry inc(Mne. P021- all unrestricted. The notes fom) part of these finanaal staternents Page 9 of 15 Not e Finan CHARITABLE ACTIVITIES EXPENDITURE Year ended Ye•r ended 31.323 31.322 5taifing costs Inote 71 Interim manager Household costs 158074 1,747 464 63 675 45 1,360 332 Moving In Moving Outlmaling a house a home Educational 8fDUP work Other drecc expenses Counselling 899 9,647 171,960 108,978 OVERHEAD EXPENDITURE Year ended Year e￿ed 31.3.22 Rent 8,778 9,835 10.546 7,594 6.337 8.390 6,035 8.412 1,482 6,405 Maintenanct Legal & prole55iLvuI f￿5 Accounrancy and bodn £C￿trIbUtionS 144.279 10.788 3,807 82.871 6.086 1,947 I S8,874 90,9)4 The average number of employees in the year ended 31 Marth 2023 was 812022.. 61. There were no employees receiving more than £60,OLk) in the year12022- none). The total empEoyee rernunerdtw)n and benefits of the key rnana8ement personnel of the charity were £70,23512022. £29,677). The notes lorm part of these financial statements Page 10 of IS ar Ended 3 023 TANGIBLE FIXED ASSETS Freehold Woperty Totsl CostlGrft valuation At l Ayil 2022 Addition5 At 31 March 2023 290.￿0 290.CQO 290.￿0 290.CQO Depreciatitin At l April 2022 3nd 31 March 2023 Net Book Value At 31 March 2023 290.000 290.000 At 31 March 2022 The Refuge property had previously been held in a separate TrusL 1¢ has now bÈen legally ￿nSferred to the charity. The Cost above was an ￿tImate of the vakne. which w35 used on the land registry documents. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR At31.323 At 31.3.22 Prepaid expenditure Accrued income 8,723 5.593 6.477 5,593 12,070 10. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR At 31.3.23 At 31.3.22 Trdde creditors Accruals Pension Delerred inccAne (note 111 1.692 4,489 2,798 346 35,C¥)Q 820 64.5C 70,323 41633 DEFERRED INCOME At 31.3.23 At31.312 35,000 135.OCQI 64,500 62.172 162. Ini 35,(X)O Amount rel&ued to Ststement of Financial Athvit*$ Deferred income received in year Balance at 31 Marth 64,500 35,(KK) Deferred income compTise$ of grants recewed in advance for prqetts sp3nnin8 the year end or M the next year. The notes fonn part of these financial statements Page 11 of 15 ear Ended 31 023 li FUNDS Ne¢ movemenc ITr lund5 Trdn5fe berween funds At 1.4.22 At 31.3.23 Unrestricted funds Gener31 lunds below Restricted funds Restritted funds below 95.426 289.066 384,492 7,469 33.903 41,3n TOTAL FUNDS 102B95 322,969 425B64 Net mo¥emw¢ in bnds, included in the above are as lollows.. Brought forward at 1.4.22 Carried forward at 31.3.23 Incoming resource5 Transfers between fvnds ExpErbdiwre Unrestricted furK15 Generol fund Refuge Communiry Stephenson Trust Lloyds Sir john Fisher Henry Stnith Hilden Trust 63,993 23.980 7,453 355,975 19.655 20,0 27.250 15,0(X) 35.0 10.ooo 140.5501 142,1 T21 42,172 337.246 47.246 (27.4531 127.2501 115,OfK)I 135.0001 110.0001 95,426 482,880 384.492 ftestricted funds CCF educatK>nal group work Activiries CCF Freya Projett COMF Project Global Make Noise SLDC Fairer South Lakeland Outreath Town View 0-19 SupporL proiecr Cost of liYin8 SUPPOrt women Essenual Items lor women OASIS IT 5y5rem 1561 2,055 2,853 2.561 695 12,8531 124,5581 P9,4711 11.40QI 15,2701 39.204 29,471 14,646 5.600 5,270 5,000 2.500 3.000 7,370 2,500 7,370 7,469 98,815 164.9121 41,3n TOTAL FUNDS 102,895 581.695 258.n6 425B64 The transfer has tsken place as the tru$tee$ have chosen to equalise the refuge and community ￿reStrICted fund5 at the year end. as they see the charity as a whde. Monitoring how each is funded and their performance is vitally inpottsn¢ however in drfferent years it r4n obtain more funds for <>ne than the other. The notes lorm part of these financial stateN*nts Page 12 of 15 Ended 31 Mar h20 12. FUNDS {Continued) COMPAK4TIV Net movement in funds Transf between funds Transferred at At31J.22 1.421 Unrestricted funds General fund Restricted funds Restricted funds below 39,830 55,596 95,426 33,502 (26.0331 7.469 TOTAL FUNDS 73.332 29.563 101895 Net movement in funds. included in the above are as follows.. Trnnsferred C3rried lorward ai Incomi￿g resources Transfers between fiJiKIs Expenditure 31.3.22 Unrtstricted funds Qnertrl fimd Refuge Community YWCA Fried3 Scott Stephenson Trust Sirlohn Fisher Lloyds Dowager Henry Smith Hadfield Tr￿t 14.068 2S,762 54.613 5,980 iiooo 15.000 20,￿0 20,￿0 25,(KK) 14,6881 17.7621 112.0(X)I 115,0001 1115471 120,0(M)I P5.OCQI I7,(￿0) 125.(KK)I s.000 1133.9971 63.993 23,980 7,453 25,QQO 5.000 189.593 39A30 95,426 Restricted funds MIMO CCF- ￿uCatiOn￿ group work Ac¢iviues Stephenson Trust PCC Freedom Project Dome5ric Abuse Worker CCF- iPads. tsiining & medr Ashworth Tryst 374 2,5n 2,730 5,593 4.884 13741 1561 1055 16751 15,5931 14,8841 18.0001 13481 14,0001 15,0011 348 4,LN)Q 5,(KJl YWCA CCF Freya ￿'ett CCF Recover and Disctsver hry>jett 10,In 4,OC() 1853 I4.￿0) 33,502 14,172 140.2051 7,469 TOTAL FUNDS 73.332 203.765 174202 102895 The note5 lorm part of these finantsal staternents Page 13 of 15 Year Ended 31 M 12. FUNDS {Continued) The named fund5 a￿Ve are for the following purpose& Refuge- unre$￿Cted funds and incorne generated by lor for) the Refuge, to pri￿￿1￿ be on the ruDning of the Refug& Community- unrestrlcted fLmds and income generated by lorforl the Community servKe, to be primarity spent on the running of the Community serwce whith encompasse5 the hub. Stephenson Trust- £20.￿)0 wra5 granted toward5 the Con*nunity hub core cosÉ5. Uoyd5. an unrestrKted grdnt towards the thanry's Core costs. Aso an addIt￿nal one-off unrestricted grnnt of £1250 w35 awarded to support the charywith the costsof4Ning cnsis. Sir John Fisher- £owards Refuge core costs. Henry Smith-this WIS to cover core Salary costs for the Refu8e. Hilden Trust- toward5 Refuge core cosrs. CCF- edttcational group woA(-donated ￿ FY2018 from CLmkna Community Foundation. Artivities- £2,OtQ was donated by Gregg5 for activities in FY2018. The use of this wa5 delayed in prwiou5 years due ro covid and low numbers ol women in the Refuge. CCF Freya Projett- the Freya project provided specialist trnuma-informed counselling sessions to women who had experienced dornestic abuse and had accessed support at either the Refuge or Comm￿ltY hub. COMF Proltrt- lunding towards 3 20 hourlweek $￿POrt worker role and a 32 hourlweek1SAS Ilndependent Stalkin8 Advocacy special￿t> role plus covers IW training. laptop and supervislon. Global Make Some Noise- towards a 32 hourlweek support worker rde and rwL SLDC Fairer South Lakeland- towards a poverty lead role lor the Community hub. O￿tre￿h Town View- from Cumbria c￿Inty Council ro support tlients in the cornmunity lincluding in reach suppon at Town View Fields). 19 Support Projert- towatY15 trdining costs and to deliver bÈ5pokÈ children's recoverygroup work program& Cost of living wpport women-from Cufflbria Ci)unty Council to suppory women durw)E the C0s￿l.11vIng crisis. Essential items women- from the Eaton Fund to help pwchase essenti￿ ioms for women in light of the cost4)f.livi cr￿1$. OASIS IT System- from the Frieda Scott Trust towards a bespoke domestic ab￿e recording IT systern. YWCA- £12,QCrf) was gNen as an unrestricted grant towards the chariW5 core costs. The brought forsfdfd tund was for maintemnce and repairs for the flat roof and refuge building. Frleda S No tax charges ha¥t arisen in the Chariry. CONTINGENT LIABILITIES There were no contSngenE Iiabilityes as at 31 M¥ch 20231202Z. Nill- The note5 form part of these financial sta(tments Page 15 of 15 omestic Abuse S Ste￿d Ch I rep¢rt to the charity trustees ￿ my examination of the f￿ancIal statwnents & the charity forthe year ended 31 March 2023 whith are Set out on pages 6 to IS. Responsibilities and basis of report AE the charity's trustees you are responsible lor the prepardrk>n of the financial statyrents in atttrrdance wth the requirernents of the Charives Act 2011 fthe 2011 Act'l. Havirb8 Sati4fied mysew thar the financial ststements of the charity are not required to be audited and are elvgible lor independert examination. I report in respect ol my examination of your charitys financial s£atemeTrt5 as carried out under sectK>n 145 of tFt ChariDes Acr 2Ql I lthe 2011 Act'l. In carying out my ex&tTrination I have followed the Directions wven by the Charity Commissi under sethon 14515llbl of the 2011 Act Independent examiner's statemtnt I have completed my exaTnination. I confirm that no rnatrers have come to my attendon in connecuon with the examination griirg me cause to believe that in any materkil respecL accounutyd records were noi kept in accordance with Section 130 of the 201 I ACL or the accounts do not accord with thETr5e record5'. or the accounts do noc tomply with relevant accounting requirements other than any rewirement that the accounts gwe a 'twE and fair, view which is not a matter conydered as part of an indepehdeni examination.. or accounts have not been preparèd in accordance with Fnethods and principles of the Charities Statem¥)r ot Recommended Practitr for accounting and reporting by ¢haritie5 applicable to charities preparin8 their accounts in accordance with thé Financial Reporting Standard ap￿1¢able in the UK and ReputdK of Ireland IFRS 1021. I have no concÈm5 and haye come across no other mattert in connertion with the eXaMnatiC￿ towhich attention Should be drawTr in this report in order to enable a proper under5taTrding of the accounts to be reached. kL Helèn Holme5 FCA ICAEW Stables Thomp50fi & Briseoe Chartered Accountants and Reg￿tered Auditor Page5of 15