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2025-03-31-accounts

Durham Dales Parish Nursing

Report and Financial Statements for the period 1 April 2024 - 31 March 2025

Charitable Incorporated Organisation Charity number 1200881

Durham Dales Parish Nursing

Report and Financial Statements for the period 1 April 2024 - 31 March 2025

Contents Page
Directors' and Trustees' Report 3-4
Independent Examiner's Report 5
Statement of Financial Actvites 6
Balance Sheet 7
Notes to the Financial Statements 8-11

Pages

Durham Dales Parish Nursing Directors and Trustees Annual Report for the period 1 April 2024 to 31 March 2025

Reference and administration details

Charity name Durham Dales Parish Nursing Registered charity number 1200881 Registered office address Cuthbert House Stonebridg e Durham DH1 3RY

The trustees who served during the period and up to the date of this report are:

Dr Elizabeth Jane Burdon Dr Kate Elizabeth Stewart Richard Betton Rev Alec James Harding Dr John Jackson White Independent Examiner Ian Taylor FMAAT Butler & Gee Accountants Limited 22 Bessemer Street Consett DH8 5SS

Structure, governance and management

Durham Dales Parish Nursing is a Charitable Incorporated Organisation, set up and registered with the Charity Commission on 2nd November 2022. The first part time Parish Nurse was employed in June 2023, in partnership with Upper Teesdale Agricultural Support Services, and Parish Nursing Ministries UK.

Objectives and activities

The objectives of Durham Dales Parish Nursing are, for the benefit of the public, the relief of sickness and the preservation of health among people residing permanently or temporarily in and around Teesdale and Weardale, by the provision of Parish Nurses.

The trustees have had regard to the guidance issued by the Charity Commission on public benefit.

Achievements and performance

This second full year of the project has been about building on the relationships and networks established by the parish nurses over the course of the first year, and doing some concentrated work with clients to improve their mental health and resilience.

This year, DDPN has worked directly with 20 individuals, some with short-term interventions, and others on a longer term basis. The flexibility to work over shorter or longer time periods, the support in learning self-help techniques which the nurse offers, and the successful integration with other support and community groups, means that very few of the people who have been ‘discharged’ have returned for further support, and the majority of those who have received support report an improvement in their quality of life since receiving help from Parish Nursing. Some former service-users are

now involved in a befriending programme which is also run by UTASS, the employing organisation and are doing well in managing their own mental health. There is also a knock-on effect for the families and friends of those who have been supported, relieving them of some of the burden of caring for people with significant mental health struggles. The Parish Nurse is able to make contact with a number of people who would not normally access mental health support, by working in partnership with other organisations. UTASS is a charity which was established 25 years ago to support farmers, following the suicide of 7 tenant farmers in Teesdale in one year. Farming support is still at the heart of their work, but they support anyone living in the Dales area through practical help with forms and benefits, befriending and social groups. Through their connections with the farming community, the Parish Nurse is able to attend activities and groups where farmers and their families convene, and are much more likely to seek an informal conversation about anything they are struggling with than to see their GP. Both UTASS and the local churches are trusted organisations in the community, and the Parish Nurse, as a representative of both, is regarded as a ‘safe’ person to confide in.

One of the benefits of the service which has become particularly apparent this year, is the ability to join up care and provide advocacy, which has resulted in a greatly improved quality of life for service users. This is a significant addition to the support that has traditionally been available in the area, and shows the value of having a registered nurse working within the charitable sector, and the importance of the networks that have been built by parish nurses across statutory and third sector organisations.

Case Study:

Client B had been receiving personal care from a private company which she was struggling to afford, and had needs assessed some time ago, concluding that she did not qualify for funding for carers. She was unable to get out of the house, and really missed going to social gatherings, and also her local church, which she regularly attended, having a strong faith. The Parish Nurse was able to speak with the carers, her GP and social services, in order to arrange a reassessment, resulting in her now having free care, and a referral to smoking cessation which was also contributing to her general state of ill-health and mental health difficulties. The Parish Nurse has also helped her to understand the medication she is on, and by linking her in with volunteers and options for transport, she is now able to attend church and linked activities, which have greatly improved her mental and spiritual health. Initially, this required a lot of intensive support and listening, the client had previously felt she had not been listened to, so having the flexibility of the Parish Nurse role to be able to call in and see or speak to her most days made her feel seen, heard, and better able to cope and begin to find her way out of a very dark place. The benefit of having a registered nurse, with established contacts and referral pathways, has also been very significant here, in that the Parish Nurse was able to co-ordinate care with other organisations like social services and services giving benefits advice. The initial very intensive support was only for a short period of time, and made a significant difference to her feeling heard and cared about, something that would not have been possible with statutory services – she had previously had several encounters with the crisis team, who were only able to provide an immediate response before passing her on to other people, whereas the Parish Nurse was able to provide a consistency of care on an intensive level in the short term, which made the difference between being continually in and out of crisis and waiting for longer term treatment, and being able to cope day-to-day as support from the Parish Nurse was gradually reduced to a more sustainable level for the longer term.

Last year’s aim of building a volunteering programme took a back seat due to the leaving of the second Parish Nurse, the demands of working directly with clients in need of specialist support, and the provision of a similar programme by UTASS itself. The befriending programme they now run integrates well with the service and volunteers can be shared across projects. Aims for the coming year mostly centre on sustainability – ensuring ongoing funding is available, employing a second nurse again if possible, and continuing to build on the partnerships established with NHS and local organisations to ensure sustainability and integration of the mental health services in the area. We aim to use what we have learned in our support of individuals, to contribute to a strategy of improvement in continuity of care, and help improve access to mental health services across all sectors in the Durham Dales area.

Financial performance

The main source of income during the year is from grants allocated by Durham Diocesan Board of Finance, funds generously provided by Lord Crewe's Charity. Grants covered all costs for this year of the project's activities. Further funding is to be sought from other grant-making organisations in the coming year. The existing funding is expected to last until July 2026.

Trustees' responsibilities in respect of the financial statements

Charity Law requires the trustees to prepare financial statements for each financial year, which gave a true and fair view of the state of affairs of the charity at the year end and of the net incoming/outgoing resources of the

charity for the year then ending. In preparing these financial statements the trustees are required to

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable it to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.

This report was approved by the trustees on 11/12/25 and signed on their behalf by

Rev Alec Harding Chair of Trustees

Independent Examiner's Report on the Accounts

Report to the Trustees of Durham Dales Parish Nursing on the accounts for the year 1 April 2024 to 31 March 2025 set out on pages 6 to 11

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

to state whether particular matters have come to my attention.

Basis of independent examiner's statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of 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 seeking 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 no opinion is given as to whether the accounts present a 'true and fair' view and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

Signed Date 19/09/25

Name Mr I Taylor FMAAT

Address Butler & Gee Accountants Limited 22 Bessemer Street Consett DH8 5SS

Durham Dales Parish Nursing

Statement of Financial Activities (incorporating an Income and Expenditure Account) for the year 1 April 2024 to 31 March 2025

Unrestricted
Note Funds Total Funds Total Funds
02.11.22-
Incoming resources 31.03.25 31.03.25 31.03.24
£ £ £
Donaton 0 0 10
Charitable actvites 0 0 0
Other incoming resources 60,000 60,000 50,500
Total incoming resources 60,000 60,000 50,510
Resources expended
Generaton of voluntary income 0 0 0
Charitable actvites 50,524 50,524 30,075
Governance costs 0 0 1,021
Other resources expended 0 0 0
Total resources expended 50,524 50,524 31,096
Net income/expenditure for the year 9,476 9,476 19,414
Reconciliaton of funds
Total funds brought forward 19,414 19,414 0
Net movement in funds throughout year 9,476 9,476 19,414
Total funds carried forward 28,890 28,890 19,414

All the charity's operations are classed as continuing and recognised gains and losses and movement on reserves are shown above.

The notes on pages 8 to 11 form part of these accounts.

Durham Dales Parish Nursing Balance Sheet as

at 31 March 2025

Note
Current Assets
Debtors
Cash at bank and in hand
Total current assets
Liabilites
Creditors: amounts falling due within one year
Net current assets
Total assets less current liabilites
Net assets
The funds of the charity
Restricted income funds
Unrestricted income funds
Total charity funds		 2025
£
23,785
5,105
28,890
0
28,890
28,890
28,890
0
28,890
28,890		 2024
£
25,425
10,497
35,922
16,508
19,414
19,414
19,414
0
19,414
19,414

Signed on behalf of the Trustees

Rev Alec Harding Director and Trustee

Date 07/01/26

Durham Dales Parish Nursing

Notes to the Financial Statements for the year 1 April 2024 to 31 March 2025

Note 1: Basis of preparation

These accounts have been prepared on the basis of historic cost (except that investments are shown at market value) in accordance with the Financial Reporting Standard 102 (FRS102) as applicable to Charities (effective January 2016) comprising the Statement of Recommended Practice Accounting and Reporting by Charities ("SORP 2015")

Note 2: Accounting policies

2.1 Incoming resources

This is only included in the SoFA once the related goods or services have been delivered.

Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the amount actually realised. Gifts in kind for sale or distribution are included in the accounts are gifts only when sold or distributed by the charity. Gifts in kind for use by the charity are included in the SoFA as incoming resources when receivable.

2.1.7 Donated services and facilities

These are only included in incoming resources (with an equivalent amount in resources expended) where the benefit to the charity is reasonably quantifiable, measurable and material. The value placed on these resources is the estimated value to the charity of the service or facility received.

2.1.8 Volunteer help

The value of any voluntary help received is not included in the accounts but is described in the trustees' annual report.

2.1.9 Investment income

This is included in the accounts when receivable.

2.2 Expenditure and liabilities

2.2.1 Liability recognition

Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources.

2.2.2 Government costs

Include costs of the preparation and examination of statutory accounts, the costs of trustee meetings and costs of any legal advice to trustees on governance or constitutional matters.

2.2.3 Support costs

Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources.

2.3 Assets

2.3.1 Tangible fixed assets for use by charity

These are capitalised if they can be used for more than one year and cost at least £1,000. They are valued at cost or, if gifted, at the value to the charity on receipt.

Note 3 Analysis of incoming resources

Unrestricted Restricted Total
31.03.25
£ £ £
Voluntary income 0 0 0
Actvites for generatng funds 0 0 0
Other incoming resources
Grant - Durham Diocese 40,000 0 40,000
Grant - Communites LCC300 20,000 0 20,000
Total incoming resources 60,000 0 60,000

Note 4 Analysis of resources expended

Unrestricted Restricted Total
31.03.25
£ £ £
Charitable actvites
Staf costs 44,129 0 44,129
Travel and subsistence 132 0 132
Administraton 840 0 840
Staf training 1,868 0 1,868
Equipment 549 0 549
Management Fees (UTASS) 2,813 0 2,813
Misc (paid in advance 5425) 194 0 194
50,524 0 50,524
Governance costs 0 0 0
Total resources expended 50,524 0 50,524

Note 5 Details of certain items of expenditure

5.1 Trustee expenses
No trustees claimed expenses during the accountng period.
5.2 Fees for the examinaton of the accounts
31.03.25
£
Independent examiner's fees for reportng on the accounts 0

Note 6 Paid Employees

During the year two part-time members of staff were employed by UTASS and seconded to the project. These were remunerated at £44,129 per annum (FTE, including pension contributions).

Note 7 Debtors and prepayments

Analysis of debtors Amounts falling due within Amounts falling due within
one year
At 31.03.25
£
Grant payments outstanding 20,000
Prepayments 3,785
Total 23,785

Note 8 Creditors and accruals

No creditors at the end of the year.

Note 9 Transactions and related parties

There were no transactions with related parties during the year.

Note 10 Liability of Members

The liability of members is limited. In the event of the charity being wound up during the period of membership, members would be required to contribute an amount not exceeding £1.