dish benefits you DISABILrrY INFORMATION SERVICE HUNTINGDONSHIRE REPORT AND FINANCIAL STATEMENTS R THE YEAR END T MARCH 2024
DISABILrri INFORMATION SERVICE HUNTINGDONSHIRE NTENT HE FSN TATEM Rei of the Trustees IndepeThJent Examinerfs Report Statèment of Financial ActNitie8 Balance Sheet Notes to the Financia Statements 8-10
DISABILITY INFORMATION SERVICE HUNTINGDONSHIRE REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2024 The Trustees present their report for the spar ended 31st March 2024. Disabilty Informatn Service HUntidOn5hlre {DISHI is regi8lered wrih the Charibes CommissK)n (No. 11988411 and is ¢on5trtuted by Deed of Trust. Regl8lered Offlcè 6 Oak Drive, Huntingdon, CambrMJg8shire. PE29 7HN Truste08 (as of 3181 March 2024) Mr O L Bowers (Chair until 25.1.24) Ms A Bosse Chair) MS S Ferrdly M Grrffin Mr W V Templeton Mr N C Wells Ms M Chanakira Ms E Blake Mr R Johnson G Wark A Lyons C Hardlng G Williams (rIgned 1.1.20241 (Treasurer) (resigned 27.6 2023) (resigned 28.4.20231 {appoinled 28.6.2023) (appointed 28.6.20231 {appoinled 12.12.20231 (appointed 12.12.2023) (Chalr from 25.1.2024) OBJECTIVES AND ACTivrriES objoctlv and alm8 DISH'S •lm$ ar• to: rèlwe people disabilities aThJ disadvant&Jed people INing in Hunlingdonshire. South Cambrkloeshire, Fenland and Cambrklge Cty so that they may lead active and fuffilling live5 integrated Inlo society. - eliminate discrimination on the grounds of race, gender. disabilty. sexual orienlalion or religion. Ensurlng our work d•llvern our alm• We monitor and review all our deliverables and activitlos vrithln wr regular Trustee Board o)mmlttee meetlng$. We monitor and review the progress ol Ihe vth and the benefits the have broughl lo those groups of people we help. We regularly engage our clnts by phonelqueslionnairesneslimonials lo request feedback on our Service. We Infomi funders of our progress. We regulady. in ac¢tydarKe th our agreements utxjate our furKlers. Tho fo¢u8 of our work Our main objeclives for the year continue lo be the provi8KJn of infom)ation. advice practical support lo peOe of all ages wtth any disability in the HunlirNdonshKe, South Cambridgeshire. Fenland and Cambridge Clty. We carry out welfare berItS assessments, arKI make alcatiOns. This ser¥lc8 Is In great demand, particularly for Personal Independence paMentS (PIPI ladulls). EmployThenl Supplement Allowance IESA) {adultsl, Capability for Work fomis IUCS) - Adults). Disability LNin9 Alowance IDLA) {chiren1, Attendance Allowance {A4) leldeflyl. We also support dnts bmlh litional issues may cause financial or emotional difficulty. - Our dients often have multiple ed$, and bye th with other anIse110nS through referral and slgnpostlng to SUPPt the needs where DISH cannot.
DISABILrrY INFORMATION SERVICE HUNTINGDONSHIRE REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2024 - Al our disability friendly offu ¥ provide face to face interym and gNe advice on the th)n8. Most importantly, Ihwgh, for our many sebOUnd dbents, we make home visrts. We appeal against refvsed applications at Benefits Tribunals have supported the initiai appltion.. Very few organisations locally offer these partir#Jlar servus. - Weware benefit applications are complex and time ¢on$uming. It can take up to 4 hr$ to Mete a PIP, DLA or ESA form, not induding lime to obtain medul. educatK)nal and social reports from professionals. This is often an impossie task for the most vulnerae in our communty. We estatJish relationships arKI trust with our cllents. Publ1¢ bonoflt How our actlvltl•s d•llv•r publlc b•nefft - Filling an advice gap: There is currently a lack of SuffnI I(1 ¥fare advice availabK8 to k1 peo8 vthh disabililies and carers of disabled people, vtho are more adversely affected than any other group by current weware changes. and who need hohw levels of guldance and Support to complete lengthy and complicated application forms. Improviro quality of lrf¢.' In Our exp¢rien¢¢. aThJ demonstrated by SearCh, receiving appropriate advieA, maximlsing Income, and access to resources not only Improves the daily living experi8nces of people wAh dlsabllllles. bul also has a benefi¢lal effect on mental and physical lalth, em 0Y0bl1ty. and general well being, thus helping lo reduce pressure on other stretch&J local NHslStat0ry services. - Resourcing famlll88'. The n8eds of a dlsabled child are more exp8n8r¥e. Improved Income allows Parents to not only meet these needs. bul gives them mtye opportunrties for independer, and the prospect of tsklng up employment and training. 11 reduces stress, and improves family lrfe. Addressing digital exdusion.. lakiThJ 56rvic¢$ lo clien15: The Department of Work aThJ Pen$ion6. and Ioc81 Councils increaslngly provide almost exduslvdy online access to Serv5. We can help digitally excluded disabled people, lo make onlino applications. and gNe the disabled hous¢t)und •x8$S to informallon and advice through home visits. Tribunal Appeals.. We provKfe informed supwt lo Appeal al Tribunals against refused benefits appllcations for those who have no legal knovAedge, and canl affcrfd legal repre8entatK)n. Who used and b•ndlted from our ••rvlc•B? We heve a well estatiShed reputat) ith local peoF4e with dlsabilities, local aulhonties. ag8nci8s and partners in the charity and voluntsry sedor in Hunlingdonshire. South Cambridgfrshl. Fenland and Cambridge Clty. We provide conlinuty of seNce. heving dients vtho retum over th8 years. Much work Is gained by wor(J of mouth. - We continue to support children and families. adults and an increasirrfj number of elderfy people. - We have continued lo visit those peOe wth disabilities who are housebound, have provided onlin8, telephone helpllne and e-mail advti. We have conducted office based interwews. - We have successfully represented dnts al an Irfeased number of Appeals lo Benefrts Tribunals. - We ¢rlI and train volunteers. The majryty of our management ¢ommrtlee. staff and volunteers either have a disability, or have experience of caring for someone has a disabilty, gMrNJ us uniqu8 insights into coping Ih disability and the benefits syElem. We have well established links wlth NHS Ixactices. health professionals. Communlty and Voluntary organisations and family services. They are abre lo signpost their dients to our service5. - Through our links wlth partner agen. have been able to signpost peop to those who have speclalist expertise in areas other than ours. - We provide value for money lo our funders: over thk8 past financ91 ar (April 2023 to March 20241 with eleven part-lime staff. we dealt wih me Ihan 5.CQO cOntts Vth me than 800 dients. Those were mostly by Idephone or OfficbaSed Interv5. In financial terms, on an annual expedrtu of al)out £140,000 we obtained over £750,000 (annual equNalent) in eifare benefits for Our clients. - Government welfare changes involve a rdliTrJ pr(xJramme of reassessing th8 needs of PIP clients, and the rollout of Universal Credit. has progressivety inceased the need for r seNk£.
DISABILrrY INFORMATION SERVICE HUNTINGDONSHIRE REP RT FTHETR FINANCIAL REVIEW Flnanclal revlew In 2023, the closing balance from DISH. register charity 1061702 vms transferred lo this nthy incorporated charity. This is shown as a donation receNed from 'DISH - the old chanw totalling £156.470. The splll was unre$trl¢ted funds of £74,022 and reStrted funds of £82,448. Annual Budgets are sel Vthh fonn the basis of our expenditure pattem aThl an accouftt of actual income and expendilure is reported lo the management t*)ard al each bi4nonthty meetirvJ. We adhere to agreed financial procedures Nthich follow th8 Charity Commission guiddines. Resorvo• pollcy The Management CoMMee has examined the charitls requirements for reserves in luhl of the main risks lo the organisation. It has established a %thereby the unrestricted fvnds not ¢ommitttrJ or invested in langible fixed assets held by the charity sIuld be ben 3 and 6 months of expenditure. The charttys tnjstees agreed thal the Trserves polty Is to keep a minimum unresM¢led funds of £50,000 in the bank at any given lime lo ensure that the chanty can continue lo deliver the DSSH programme in the long temi. Fundlng DISH has been privileged to b8 awarded 3UPPOrt through fundiThJ from exisllng grant donors. new donors and one off donors a$ 1. This hoblever doos rnl slop DISH from regularly investigating and pursuing rthv sour¢&s of funding. Pressure on Loc81 Authority funds and the low relum from tho money market$ has contlnued to make the $iluallon fof local Charilios quite ¢hallongiThJ, and short term funding makes future pqanning difficult. DISH has receNod funding over the past finandal Jear from tho folkhwng puL4lc bod$ and charllable organi5ations'. A7an Boswe77 Char7ty Alchemy Trust Bergman Lehane Trust 8reathe HR char7 tab7e donation Cambr7dge Ci ty Counc7 7 Cambr7dgesh7 re County Counc7 7 Cambr7dgesh7 re ConMun7 ry Fund DC Moncr7eff frust Earl F7 rzw7 777am Trust E7 77s Mahuro Trust Frank L7tchf7e7d Trust Groun(Iwork UK Hunt7 ngdon Freemens Trust Integr7 ty Team Kate Farrar Trust 14agic L7 ttle Grant5 14arsland Macdoo Law NatTonal Lottery -NPC Pat eTran Memor7a7 Trust P7errepo?nt Trust P7aces for People St Ives Town Counc7 7 5t Neots Mayroal Charity South Camb5 D7Str7Ct Counc77 The Langley Trust The Co-op We have also had a number of ¢ash donatws from frndS and clients, and from fund Taising activities. We thank all those organisations and individuals who have supp(Kted us.
DISABILrrY INFORMATION SERVICE HUNTINGDONSHIRE PORT FTHETR TEE STATEMENT OF TRUSTEES RESPONSIBILrriES The trustees are responsible weparing the Trustees. RePt and the finarrial $tstements in accordance wth applicable law and United Kingdom knuntirvJ Slandards {Unile(l KirW)m Gen8rally Accepted Accountsng Practice). The law applicatAe to charities in Englar)d & Wale$ requires the trusle8S to prepare financial statements for each financial year which give a true and fair view of the state of Ihe affairs of the charity and of the Incoming resources and application of re%)urces of the charty for that period. In preparing these financlal statements, the trustees are required lo: - select Sultable ac¢ountlrKJ pollclos arvj then apply them con8iStenty, - obserye the melhc4Js and pnnciples in the Charty SORP 2019 (FRS 1021,. - make judgements and e$tirnales that are reasonable and wudent.. - stale whether appluble accounting standards have been follovffjd, subj'ect to any malerlal departure8 dlsclosed and explained in the financk81 statements. - prepare the financral statements on the goiw rtyn basis unless it is inappropriate lo wesume that the charily will continue in operation. The Iruslees are responslble for keeplng accounting records that disclose with reasonable accurary 81 any time Ihe financial position of the charity and enable ttlem lo en$uTr that the finanal slatemenls CoMY wlh Charllies Act 2011. the Charity (Accounts and Reports) R8gulallons 2008 and the provl$ions of the trust deed. They are also respons1te for safeguarding t a$sel$ of the charity and hence for taking reasonable steps for the prevention arKI deleclion of fraud arKI other irregulartties. Thè Chanty's bankers are CAF (Charities Ahj Foundat*> The Independent Examlner Is K F Green. trading as Tacconi, Gmn & Co, Approved ty order of the board of trustees on 17th September 2024 arKI signed on ils behalf by.. G Wllllams- Chalr
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF DISABILITY INFORMATI N SERVI E HUNTIN HIRE I report to the charity trustees on my examination of the aClnIS of the thwity for the year ended 31$1 March 2024 whith are Sel out on pages 6 to 10. RespobIlItIeS and basls of r•port As th8 charl8 Iruslees are responsible for the weparation of the aco)unts in a(0rdance with the requlrements of the Charltie$ Act 2011 I1 ACV). I rewi In respect of my examinatw of chariisls accounts Carr Jt urKler Section 145 of the Act and in carrying oul my examinatlon I have followed al the applicatAe DrtkinS grven by the Charlty Commission urKler section 145(5Xb) of the Act. Ind•pend•nt oxarnlnorf• •tatom•nt I have comyeled my examination. l (Thffim that no material matters have come lo my attention In ¢onne¢tlon th examinatA)n gNing me Cause lo believe that in any malerial rospecl.. 1. a¢¢ounllng re¢ord$ vffjre not kept in ffjSF¢¢t of the chanty as required by tion 130 of Itr A¢t,' or 2. the accounts do not •xord th those records,. or 3. the accounts do not comply vAth the aprAlcable requirements concemlng the form and conlenl of the a¢counl8 Sel out in the Charit8 (Accounts and Reportsl Regulations 2008 other than any requirement that the accounts give a'true and fair view which is not a matter consided as part of an IndepefKlent examination. I have no corthm$ arKI havo wne across no other matters in connth wilh the examinats'on lo which 8llentlon should b& drawn In this report In order lo enable a propw understsndlng of the ac¢ounts to be rexhed. K F Green IFMAAT) 32a East Street Sl. Iv6s Cambs PE27 5PD Dated.. ltr- thj biKL
DISABILITY INFORMATION SERVICE HUNTtNGDONSHIRE STATEMENT OF FINANCIAL ACTIVlnES FOR THE YEAR ENDED 31ST MARCH 2024 2023 Total lund* funds Total Donatlons & l•ga¢l Grants Donalknns DISH - donallon from okl charlty Other irthme 31,655 268,046 299.703 17,629 17.629 147,806 29,122 156,470 1.759 335,157 3,019 3.019 52,303 268.048 320.351 InvMtm•nt Incom• Interest recefvgd 1,250 1,250 Totsl Incomlng r•sourc .987 268.048 325.035 336.407 R41•Sng don•llon• & l•g•cl Stsff sabrbss & Nl costs 225,770 225.770 147,330 Support costs Rent, rates & serylce tharge Stsff & volunteei travel Post8ge & slallonery Telephono Insuran¢8 Conforence & Iralnlno Adve$1n9 & promotlon Subscriptlons Repalrs & compul•r cosis Aco)unl8ncy Professional fèès Mlscelloneou8 exwn86S 9.197 2.942 9.197 8,727 1,11S 919 1,919 1,561 1.247 1.247 2.312 5,539 3.037 3,037 1.199 6,397 715 8.311 2.022 11,354 740 7.202 740 7.202 2,873 2.873 Flnan Bank char 70 70 72 Total rtsour¢•• •xp•nd•d 39.313 234,139 273.452 188.679 N•1 In¢omd{Exp•ndhur•l 17.674 51,583 147.728 Accumulated funds brought ftThwd 73.406 74.322 147.728 umulat¢d fundi carrl•d fonvard 91,080 108.231 199.311 147,728
ISABILtrf INFORMAT1014 SERVICE HUNTIN I>ONSHI FOR YEAR ENDED 31ST IAARCH 2024 2023 Tot•1 fund• fund• T(thl Currtnt &xrMJnt 31,618 31,611 22V73 31,725 171.349 160.675 Ca8h kn hand 97,416 180.675 203,074 L•M Cury•nl Il•bllltl•B 152,444) 152,4441 68.no {M.7801 10.3361 147,728 91.OXI 108.231 190Jll 147.rn FIJND8 Unr••lrf¢t•d fuf 91.OKI nA 108.231 108331 74322 91,1 106.231 199J11 147.rnl G Wlllam• - Chalr M ch0n•T4 . Tr•gsur 17th Wember 2024
DISABILITY INFORMATION SERVICE HUNTINGDONSHIRE NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2024 Noto 1 ACCOUNTING POLICIES Basls of preparlng the flnanclal statements The financial slalements of the charitable ojmpary. whlch is a publ b8nefrt entty under FRS 102. have been prepared in acCClance wlh the charit SORP IFRS 1021 'AccounlirvJ and Reporting by Charities". Statement of Recommended Prath'¢e apFdicable to dIar5t$ paring thew a¢¢ounts In accordance with the Financral Reporting Stsndard applKable in the UK and R&pubtic of Ireland (FRS 102} {effe¢tNe 1 January 20151,, Finar181 Reporting Stsndard 102 The Financial Reporting Standard applicable in the UK and RebI of Ireland, and the Chariti85 Act 2011. The finarKial 6ts1emenls havp ten proett undor Ihg hlFtorKo1 (4)sl ruNl)n. The financial ststements have been prepared lo gNe a 'In and fail vthv and have departed from the Chanties (Accounts and ReFortsl ReguL3kn'ons 2008 onty to the extent required lo provide a 'lrue and fair vwi,. This departure has involved following the Acwunts'ng and Reporting by Chartties.. Statement of Recommended Practice alcable lo ch8ri1ies preparing their accounts in accordance with the Flnancial Reporting Standard applicable in the UK arKI RepulJi¢ of Ireland {FRS 1021 issued on 16 July 2014 rather than the Accounting and Reporting by Chariiies.. Stsiement of Recommended Pradce effective from 1 Wil 2005 wthlch has 8ince been thr. The financl818tatements are prepared on a golng CA] basis under the hislorthl c£)81 convention. modrfiod to irude certain items al fair value. The financial statements are prosenled In stedlng whlch is the functlonal currew of thè charty and rounded to the nearest pound. In¢om• All income is recognised in Stalemenl of Finawal Activit$ orrtx tho ¢h8rity ha$ enlillement to the funds. it is probable that the income VAII be receNed and the amount Can be measured reliably. Exp•ndltur• Llabilities are recc3nlsed as exwrrtiiture as soon as there L8 a *al or ¢orntru¢tNe oblwllon committing the charity lo that expenditure. rt is prObae that a transfer of economic benefits will be required in settlement and the amount of the oblallOn can bo measured reliably. Expenditure 15 accounted for on an accruals basls and has been classrfled under headings that aggregate 811 cost related lo the ¢aleg(Yy. Where costs cannot be directty attrIlted to particular headlngs they have been alloc81ed to actNiti88 on a basb Cc$1ent 1th the use of resourc. Invostrn•nts Investments are included at market value at the balarte sheet dale. The Sialement of Financial Activities includes the net gains and losses ansing on revaluatnS and disposals throughout the year. The artefacls in the museum are not INoughl into the aco)unts al cost or valuation because the trustees consider Ih81 have no value other than as part of the Collectn. Fund accountlng Unreslrlcted funds can be used In aClanCe the charitable oblectNes at d18crellon of the trustees. Restricted fulS can only b8 used for particular restricted purFX)ses wlhin the objects of th8 charity. Restrictions arise when Spe¢rfd by the donor or wtwi funds are raised for particular $tricted purposes.
DISABILITY INFORMATION SERVICE HUNTINGDONSHIRE TES TO THE A NT HE YEAR NDED Note Truste88' Remunefatlon and B•ndl There weré no trustees. remuneration or other benefrts for the Jpar ef¥tsJ 31st March 2024 nor for Ihe ypar erKled 3181 Mar¢h 2023. Tru•t••s' •xp•n••s There were no Iruslees. expenses pald f¢Y the sear en(led 31st Mgr¢h 2024 nor for the ypar ended 31st March 2023. Staff costs 2024 2023 The average number of emFAoys during the ypar V*e$ as fdlm: No ¢M0Ye8$ re¢eived emcduments in excess of £60.IY)O. D•btorn 2024 2023 Grants receivable Prepayments Cr•dttorn 2024 2023 Trade credltors Social s8cunty and other taxe8 Accrued expenses Other credilors Grants received in advance 1,183 3,696 740 717 52.444 1,939 5.255 715 354 47,083 58.780 55.346
DISABILrrY INFORMATION SERVICE HUNTINGDONSHIRE Noto MOVEMENT IN FUNDS Net movement in funds Asal 31.3.2024 1.4.2023 Unre•trfctod funds 73,406 17.674 91,080 R•8trf¢tod funds 74,322 108,231 TOTAL FUNDS 147 728 199311 Nel movement in fvnds. included in atove are as folltrNs: Incoming Resources exp8nded Gains & losse8 Movement in fund8 Unr••trSctod fund• 56,987 (39,313) 17,674 Rostrlctod fund• {234,139) 33,909 TOTAL FUNDS 325 035 273 452 10