South Brent and District Caring Registered Charity no: 1204911 Principal address: South Brent Old School Community Centre, Totnes Road, South Brent TQ10 9BP ## **Report of the Trustees for the Year Ended 31[st] December 2024** The Trustees have pleasure in presenting their report and the financial statements of the Charity for the period ended 31[st] December 2024. ## **Objects and public benefit** The Charitable Objects of South Brent and District Caring are set out in the Constitution signed 30[th] August 2023 and are as follows:- - (1) The relief of those persons in need living or residing in the Parish of South Brent and the immediate neighbouring parishes. - (2) To promote social inclusion for the public benefit among persons, who are excluded from society because they are elderly or by reason of poor mental health, limited financial means, failing health, reduced mobility, or a full-time caring commitment where one is needed. The Trustees have paid due regard to the guidance contained in the Charity Commission’s general guidance on public benefit in reviewing the work undertaken during the year. ## **Conversion to a Charitable Incorporated Organisation** During 2024 the Trustees have merged South Brent & District Caring (Charity number: 1150875) into this CIO of the same name (Charity number: 1204911). For the most part financial activity moved over to the new CIO 1[st] May 2024 but this financial report covers the first period of the new CIO from 30[th] August 2023 when it was formed to the end of the financial period on 31[st] December 2024. The Trustees Annual Report covers the period 1[st] January 2024 to 31[st] December 2024 and is a consolidated view of all the Charity’s work over that period. ## **How the activities have delivered the public benefit** The Charity takes client referrals from family, friends, health-care professionals as well as clients referring themselves. During the year we have seen a large 18% increase in client numbers, while volunteer numbers have remained steady. **----- Start of picture text -----**
People End of year numbers
Clients 275
Volunteers 161
Friends of Caring 207
-
Age Range 24 101
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Year to 31[st] December 2024 South Brent & District Caring Page 1 Reported people numbers only include those that have been active during the year. The table below refers to one-to-one services, Befriending has helped 18 clients, some of this is carer respite short term befriending. Transport has increased by 46% following a year on year trend; the service enables clients to attend medical appointments while transport to our regular (CM/LC/FDWD) social events has doubled from last year enabling more isolated people to attend these groups. This is a really beneficial service but logistically our most time consuming. This year we have had the support of an office volunteer to help run this service. This volunteer alone has given us 240 hours of support in 2024. We currently have around 21 transport volunteers with a core of 15 who are regular drivers. Bespoke Personal Support is generally Operation Christmas and anything outside of our ‘normal remit’ it was delivered to 121 individuals. Trips were three in number delivered to 37 unique clients again up on last year, and very popular with excellent feedback, included our beach trip and the local Christmas pantomime. **----- Start of picture text -----**
Services 2024 delivery numbers
Befriending 426
Transport 543
Signposting & informing 68
Transport to CM/LC/FDWD 98
Form Filling & Admin 30
Prescription Collection 28
Trips 3
Bespoke Personal Support 32
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Regular social and well-being sessions have continued to run weekly and remained very popular. To sustain the quality and availability of these regular services even more volunteers have kindly stepped in through the year to help the groups and the office run smoothly and the Trustees wish to thank them for their time and dedication. Foot care sessions have increased from 16 to 23 through the year as this service becomes ever more popular. Overall the total number of group sessions was 244 an increase of 33 on last year. The attendance numbers for the year were as follows: **----- Start of picture text -----**
Group sessions Number of Average
sessions attendance
Coffee morning 49 up 11
Walk & Talk 51 up 8
Lunch Club 47 up 26 up
Friendsday Wednesday 49 up 14 up
Compassionate café 25 5
Foot care 23 up 11
Trips 3 18 up
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Year to 31[st] December 2024 South Brent & District Caring Page 2 ## **Evaluation** Expected beneficiary outcomes are associated with each service and accumulate through the year each time the service is delivered. The totals are: **----- Start of picture text -----**
Outcome Incidences in 2024
Reduced Isolation 4,650 up 33%
Improved health and emotional well being 4,867 up 34%
Increased choice and control 2,298 up 72%
Improved quality of life 4,902 up 33%
Freedom from discrimination and harassment 3,780 up 20%
Maintaining personal dignity 4,300 up 25%
Making a positive contribution 2,135 up 14%
Economic well being 2,827 up 26%
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## **Office Enquiry Statistics** The figures below are for the period January[1] to December 2024. Office footfall is significantly increased if compared to the previous years total of 2445 contacts, a 27.5% increase. **----- Start of picture text -----**
No Total by different type of
contact
Source of contact
Phone 1092 3116
Visit 1902
Home visit & other 122
Of these… Total Contacts
New Faces 328 3116
Repeat 1713
Volunteer 765
Professional 213
Trustees 97
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## **Warm Space/The Hub Jan 24 -Dec 24** |Total days
recorded|Total users
(visits)|Total volunteer
sessions|Average
daily users|Average volunteer
per day| |---|---|---|---|---| |252 up|2716 up|521 down|10|2 down| The Hub is open from 9:30 –12:30 weekdays and hosts a number of activities and also functions as an open space for connection and a cuppa. The above includes Walk and Talk, Coffee Morning and Compassionate Café as groups using The Hub, they are counted in earlier figures. To see the other Hub users outside of those groups, the stripped back figure of total user visits are 1756, which is still a significant number of visits. This year saw a shift from > 1 Statistics had been collated to meet trustee meeting reporting periods, and so for 2024 an average figure has been taken for the period from 1st Jan until the first trustee meeting (23rd Feb) as the original reporting period stretched back to November 2023. Year to 31[st] December 2024 South Brent & District Caring Page 3 volunteers assisting all week as a warm space/hub to mostly for organised sessions. Taking off the Compassionate Café, Coffee Morning and Walk and Talk volunteer sessions leaves 57 volunteer sessions that are purely supporting The Hub. ## **Governance** The Care Services Co-ordinator reports six times a year to the Management Committee and four times a year to the Trustee board. Two Trustees sit on the Management Committee, one of which is the Chairman of the committee. Susanne Archard as Care Services Coordinator and Lucy Jonas as Operations Manager have remained in their roles throughout the year. During the financial period and subsequently to date the following Trustees held office: - Jennie Hazell - Carolyn Hedges (Resigned 21[st] November 2024) - James Hill - Elaine Musgrave (Elected 21[st] November 2024) - John Rawlinson - Graham Royle (Acting Chairman) - David Schura - Lindsey Stewart - No Trustee expenses were claimed during the year. The Charity has become noticeably busier and new volunteers have risen to the challenge, the Trustees have also agreed to increase paid support workers hours. In 2023 contracted hours amounted to 1.33 equivalent full time (EFT) workers in 2024 this rose to 1.46 EFT and in 2025 it is expected to rise to 1.65 EFT. ## **Principal Funding Sources** During the financial period grant funding has been gratefully received from Studd Charitable Trust, The Freemasons: Dartmoor Lodge, South Brent Feoffees (specifically for the residents of South Brent Parish), South Brent Parish Council, Devon Community Car Forum, Sustainable South Brent, Livewell Foundation, Garfield Weston Foundation, Soundart Radio and National Lottery Awards for All England. The Trustees wish to express their sincere gratitude for this funding and the support and recognition given to the work the Charity undertakes. The chart on the next page shows the four main sources of revenue. Year to 31[st] December 2024 South Brent & District Caring Page 4 **----- Start of picture text -----**
2%
15%
13% Donations
Fund Raising
Grants
Membership Fees
70%
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The Trustees acknowledge and thank the many private individuals who donate so generously through regular giving. Not only is this an enormous help to the sustainability of the Charity but a tangible appreciation of the benefit South Brent & District Caring delivers to the local community. ## **Reserves policy** It is the policy of the Charity to maintain unrestricted funds, which are the free reserves of the Charity, at a minimum level of four months and a maximum of twelve months of unrestricted expenditure. At the end of the financial period the Trustees estimate the Charity holds 10 months operating costs in unrestricted reserves. ## **Risk review** The Trustees continue to review risk scoring and mapping the Charity’s exposure based on the following risk appetite profile: Operational Risk - Minimal Conduct Risk - Cautious Regulatory Risk - Minimal Solvency Risk - Minimal The Trustees continue to manage risk and review exposure to changes in the operating environment. ## **Responsibilities of the Trustees** All new Trustees are vetted and receive the latest version of “The Essential Trustee” CC3, the Deed of Trust and an outline of their responsibilities. Signed on behalf of the Board ……………………………………. Graham Royle (Acting Chairman) Dated………………………… Year to 31[st] December 2024 South Brent & District Caring Page 5 ## **Independent Examiner’s Report to the Trustees of South Brent & District Caring** I report on the accounts of the Charity for the year ended 31[st] December 2024 set out on pages 8 to 9. ## **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(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to: - examine the accounts under section 145 of the 2011 Act - to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act - to state whether particular matters have come to my attention. ## **Basis of independent examiner’s statement** My examination was carried out in accordance with the 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 you as 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 next statement. ## **Independent examiner’s statement** In connection with my examination, no matter has come to my attention: - (1) which gives me reasonable cause to believe that in any material respect the requirements: - to keep accounting records in accordance with section 130 of the 2011 Act; and - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or Year to 31[st] December 2024 South Brent & District Caring Page 6 - (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Name: Mrs Felicity M Ferry Signed: Date: Relevant professional qualification or body: ACA Address: Oakmeade Exeter Road South Brent TQ10 9JP Year to 31[st] December 2024 South Brent & District Caring Page 7 ||**South Brent & District Caring**|**South Brent & District Caring**|**South Brent & District Caring**|**South Brent & District Caring**|**South Brent & District Caring**|**1204911**|**1204911**|**CC16a**| |---|---|---|---|---|---|---|---|---| ||**For the period**
**from**||**25 Sep 2023**||**To**|**31 Dec 2024**||| |||||||||| |**Section A Receipts and payments**||||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**||**Restricted**
**funds**
**to the nearest £**||**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**||**Last year**
**to the nearest £**| |**Incoming resources from generated**
**funds**|**-**||**-**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**||**-**| |Voluntaryincome|**24,887**||**-**|||**24,887**||**-**| |Activities forgeneratingfunds|**600**||**-**|||**600**||**-**| |Investment income|**-**||**-**|||**-**||**-**| |**Incoming resources from charitable**
**activities**|**-**||**-**|||**-**||**-**| |Transport|**298**||**-**|||**298**||**-**| |Client activities & services
Miscellaneous|**165**||**-**|||**165**||**-**| ||**-**||**-**|||**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|
**25,950**
**77,763**
**-**
**77,763**
**103,713**
**210**
**5,108**
**292**
**32,828**
**3,242**
**1,187**
**36**
**3**
**42,906**
**-**
**-**
**-**
**42,906**
**60,807**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**25,950**
**77,763**
**-**
**77,763.00**
**103,713**
**210**
**5,108**
**292**
**32,828**
**3,242**
**1,187**
**36**
**3**
**42,906**
**-**
**-**
**-**
**42,906**
**60,807**||**-**| |||||||||| |**A2 Asset and investment sales,**
**(see table).**||||||||| |**Merger asset transfer**|**77,763**|||||||**-**| ||**-**|||||||**-**| |**_Sub total_**
**_Total receipts_**
**A3 Payments**
**Costs of Generating Funds**
Fundraising costs
**Charitable activities**
Client activities & service expenses
Transport
Care coordination & admin services
Office
Volunteer support
**Other resources expended**
Office equipment
Miscellaneous
**_Sub total_ **||||||||**-**| |||||||||| |||||||||**-**| |||||||||| |||||||||| |||||||||**-**| |||||||||| |||||||||**-**| |||||||||**-**| |||||||||**-**| |||||||||**-**| |||||||||**-**| |||||||||| |||||||||**-**| |||||||||**-**| |||||||||**-**| |||||||||| |**A4 Asset and investment**
~~**purchases (see table)**~~||||||||| |~~**, **~~|**-**|||||||**-**| ||**-**|||||||**-**| |**_Sub total_ **
**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_ **||||||||**-**| |||||||||| |||||||||| |||||||||| |||||||||| ||**-**||**-**||**-**
**-**|**-**||**-**| ||**-**||**-**|||**-**||| ||**60,807**||**-**||**-**|**60,807**||| Year to 31[st] December 2024 South Brent & District Caring Page 8 ## **Section B Statement of assets and liabilities at the end of the period** **----- Start of picture text -----**
Unrestricted Restricted Endowment
Categories Details funds funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds Current Account 5,807 - -
Savings account 55,000 - -
Petty Cash - - -
Total cash funds 60,807 - -
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
**----- End of picture text -----**
||**Details**|||**to nearest £**||**to nearest £**||**to nearest £**|| |---|---|---|---|---|---|---|---|---|---| |**B2 Other monetary assets**||||**-**||**-**|||**-**| |||||**-**||**-**|||**-**| |||||**-**||**-**|||**-**| |||||**-**||**-**|||**-**| |||||**-**||**-**|||**-**| |||||**-**||**-**|||**-**| ||**Details**|||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**|| |**B3 Investment assets**||||||**-**|||**-**| |||||||**-**|||**-**| |||||||**-**|||**-**| |||||||**-**|||**-**| |||||||**-**|||**-**| ||**Details**|||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**|| |**B4 Assets retained for the**||||||**-**|||**-**| |**charity’s own use**||||||**-**|||**-**| |||||||**-**|||**-**| |||||||**-**|||**-**| |||||||**-**|||**-**| |||||||**-**|||**-**| |||||||**-**|||**-**| |||||||**-**|||**-**| |||||||**-**|||**-**| |||||**Fund to which**||**Amount due**||**When due**|| ||**Details**|||**liability relates**||**(optional)**||**(optional)**|| |**B5 Liabilities**||||||**-**|||| |||||||**-**|||| |||||||**-**|||| |||||||**-**|||| |||||||**-**|||| |Signed by one or two trustees on
behalf of all the trustees||Signature||Print|Name|||Date of
approval|| ||||||||||| ||||||||||| Year to 31[st] December 2024 South Brent & District Caring Page 9