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2024-03-31-accounts

Welcome to Refresh Carers Annual Report for 2023 – 24

I reflect on the year as Chairperson of Refresh Carers with immense pride in the achievements of the charity, how much we have developed, the success of the courses and workshops we have delivered and the increased numbers of parent carers and professionals who now know about Refresh Carers. All this without ever losing sight of the challenge and the priority to source funding to sustain the charity, allow us to grow and enable us to continue our positive work.

We have retained the original board of trustees who make sure the charity complies with all charity law requirements and reviews the work on a regular basis. The board has a good mix of skills, experience and lived experience of being parent carers and understands its responsibilities. With the co-founders we have worked together to help Refresh Carers strengthen our effectiveness and grow. The commitment and passion shown by co-founders, volunteers and trustees is encouraging and always inspiring.

We have worked on developing relevant ‘fit for purpose’ policies and procedures to ensure we comply with Charity Commission guidance and the law. We now have a robust Financial Controls policy to ensure we operate within our means and avoid risks. The year has seen successes in securing funding from the Big Lottery, Leeds Community Foundation and smaller local and national funders which has positioned us well in the city delivering our work. By raising our profile, we now work in partnership with communities across the city to get our message out to as many parent carers as possible.

We have developed a business plan and work with other infrastructure local charities whose experience and knowledge help us as a small charity to expand and develop.

I would like to take this opportunity to thank the co-founders for their continued passion and commitment to Refresh Carers and the incredible work they do to live Refresh Carers ethos to support the positive contribution that each parent carer has to make. We are a small charity, started around a kitchen table with a dream and a vision. We are pleased that we now have dedicated office space, two trained volunteers, high profile social media presence and contacts in all areas across Leeds to help us reach parent carers who might not know about services.

All the trustees have signed up to another 2 years, so we have a steady ship to lead the charity onwards.

I look forward to the year ahead where we continue to work together with integrity and

teamwork, putting parent carers at the heart of our decision making.

Val Hewison

Chair Refresh Carers

Refresh Carers

Total Receipts & Payments Account
Receipts
Donation
Grant
Bank Interest
Payments
Rent
Equipment
Course Costs
Stationery
Sundry Office
Postage
Telephone
Travel
Travel attendees
Salary Costs
Professional Services
Bank Charges
Net receipts / (payments)
Transfer
Balance brought forward
Balance carried forward
Made up of:
Account 1
Account 2
Account 3
Total
Unrestricted
Brelms Trust
Scope # 1
Scope # 2
Leeds
Community
Foundation
Leeds Mind Live
Well
Assura Cheshire
Community
Sir George
Martin
Albert Hunt Trust
Awards for all
Lottery
Leeds
Community
Foundation # 2
Hill Dickinson
Foundation
534.50
534.50
-
-
-
-
-
-
-
-
-
-
-
30,769.95
1,227.95
-
4,536.00
-
-
-
2,000.00
2,000.00
500.00
9,984.00
9,822.00
700.00
31.64
31.64
-
-
-
-
-
-
-
-
-
-
-
31,336.09
1,794.09
-
4,536.00
-
-
-
2,000.00
2,000.00
500.00
9,984.00
9,822.00
700.00
4,905.12
-
-
4,905.12
-
-
-
-
-
-
-
-
-
482.93
127.95
-
-
-
-
-
-
-
-
-
-
354.98
1,071.78
263.00
-
-
550.00
80.00
20.18
-
-
8.60
150.00
-
-
606.59
-
-
-
-
-
220.07
-
-
202.42
120.27
63.83
-
138.21
90.23
-
-
-
-
14.99
-
-
14.00
18.99
-
-
2.50
2.50
-
-
-
-
-
-
-
-
-
-
-
70.00
-
-
-
-
-
70.00
-
-
-
-
-
-
566.05
67.60
9.90
-
173.05
-
68.40
-
-
20.70
226.40
-
-
571.50
-
-
-
157.50
-
175.50
-
-
22.50
216.00
-
-
10,400.00
2,000.00
-
-
-
800.00
-
2,000.00
2,000.00
-
3,600.00
-
-
979.52
637.52
-
-
-
-
288.00
-
-
-
54.00
-
-
60.00
60.00
-
-
-
-
-
-
-
-
-
-
-
19,854.20
3,248.80
9.90
4,905.12
880.55
880.00
857.14
2,000.00
2,000.00
268.22
4,385.66
63.83
354.98
11,481.89
(1,454.71)
(9.90)
(369.12)
(880.55)
(880.00)
(857.14)
-
-
231.78
5,598.34
9,758.17
345.02
-
-
-
-
-
-
-
-
-
-
-
-
-
12,437.01
5,830.75
13.79
3,838.92
880.55
880.00
993.00
-
-
-
-
-
-
23,918.90
4,376.04
3.89
3,469.80
-
-
135.86
-
-
231.78
5,598.34
9,758.17
345.02
23,892.08
26.82
-

23,918.90

Independent Examiner’s Report to the Trustees of Refresh Carers Trust

I report on the accounts of the charity for the year ended 31[st] March 2024 which are set out on page three.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the 2006 Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the Act and to state whether particular matters have come to my attention.

Basis of independent examiner’s statement

My examination is carried out in accordance with Regulation 11 of the 2006 Accounts Regulations. An examination includes a review of Page 20 OSCR I Independent Examination: A Guide for Charity Trustees the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeks explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts.

Independent examiner’s statement

In the course of my examination, no matter has come to my attention

  1. which gives me reasonable cause to believe that in any material respect the requirements:

  2. to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations

  3. to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations

have not been met, or

Address: 11 Woodside Drive, Morley, Leeds, LS27 9NL Email: info@paulkellyandco.uk Phone: 0113 8800126 Paul Kelly & Co Accountants is a trading name of 35 ESP LTD, Company Number 13992330 Registered in England & Wales

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Name: Paul Kelly

Relevant Professional qualification/professional body: MAAT - AAT

Address: 11 Woodside Drive, Morley, Leeds, LS27 9NL

Date: 18[th] November 2024

Address: 11 Woodside Drive, Morley, Leeds, LS27 9NL Email: info@paulkellyandco.uk Phone: 0113 8800126 Paul Kelly & Co Accountants is a trading name of 35 ESP LTD, Company Number 13992330 Registered in England & Wales