## **The Lantern Meadow Farm Drive Shrewsbury SY1 4NG** **www.sightlossshropshire.org.uk Email: admin@sightlossshropshire.org.uk** **Tel 07778 956096** Registered Charity No. 215137 SLS gratefully acknowledges financial support from Shropshire Council ## **SIGHT LOSS SHROPSHIRE ANNUAL REPORT 2022-23** ## **An Introduction to SIGHT LOSS SHROPSHIRE** Sight Loss Shropshire (SLS) – formerly the Shropshire Voluntary Association for the Blind – was founded in 1922. It is a registered charity that helps and supports blind and visually impaired people of all ages who live in Shropshire and Telford and Wrekin. SLS is one of the national network of local charities for blind and visually impaired people that serve every part of the country. We are a member of Visionary (formerly the National Association of Local Societies for the Visionary Impaired) and also Midlands Societies for the Blind. SLS’s aim is to improve the quality of life of visually impaired people of all ages who live in Shropshire and Telford and Wrekin. Our objectives are: - to help visually impaired people to cope with their sight loss and the difficulties this imposes on their daily lives - to reduce social isolation for visually impaired people and provide access to a range of social, physical and creative activities that contribute to people’s physical and mental wellbeing - to enable visually impaired people to make informed choices about the services and support that they access - to enable visually impaired people to access equipment and services that they cannot afford to self-fund, and which are not available from statutory services, but which have a significant impact on their level of independence - to improve or maintain visually impaired people's confidence and mental wellbeing which are often adversely affected by a diagnosis of sight loss - to raise awareness of sight loss issues and improve the provision of local sight loss services - to work in partnership with statutory, private and third sector organisations to support visually impaired people in the community - to act as a local champion of visually impaired people who live in Shropshire, Telford and Wrekin by facilitating national and local organisations' fuller understanding of the specific issues and circumstances faced by visually impaired people in our area Our work includes the following: - providing free ‘Living Well with Sight Loss’ courses to visually impaired people, their friends, family members or carers - providing grants to help visually impaired people to acquire specialist aids and equipment to enable them to maintain and/or regain their independence - organising and providing major social events, and also supporting a network of local peer support groups for visually impaired people that meet in every part of our area - providing information and signposting about support and services to visually impaired people; their families, carers and friends; and to professionals working with visually impaired people - working with our partners to ensure that visually impaired people have a voice Our Management Committee is drawn from all over Shropshire, Telford and Wrekin. Half of the Committee are themselves either blind or partially sighted, and therefore have real first-hand understanding of the challenges of living with visual impairment. SLS’s work is heavily dependent on donations from local people and the services of local volunteers. ## **COMMITTEE FOR 2022-23** ## **President** Mrs J. Wynn, Vice Lord-Lieutenant of Shropshire – Trustee ## **Vice-President** Cllr. Mrs. R. Houghton ## **Chairman** Mrs D. Flint DL – Trustee ## **Vice Chairman** *Mrs H. Dyson – Trustee ## **Honorary Treasurer** Mr Daniel Clark – Trustee ## **Members** *Mrs. L. Clark * Mr R. Cookson Miss Gill Dorricott Mr Tom Downes *Mr. J. Feehan *Mrs. K. Hill Mrs A. Lawton Ms S. Mitchell Mrs Yvette Ostermeyer *Mrs. A. Read * Mrs L. Rowlands – Trustee Mrs B. Shingler Mr J. Thatcher - Mr K. Whitcombe ## **Secretary** Mr R.E. Durham JP **Charity Director** Mr Arwyn Jones **Charity Manager** Mrs Swantje Staar-Slogrove ## **Administrator** Mrs C. Humphreys **Honorary Independent Examiner** James, Holyoak & Parker, 1 Knights Court, Archers Way, Battlefield Enterprise Park, Shrewsbury, SY1 3GA *Denotes a visually impaired person ## **USEFUL CONTACTS** ## **SHROPSHIRE COUNCIL SENSORY SUPPORT SERVICES** Adult Social Care PO Box 4826 SHREWSBURY SY1 9LJ Tel: 01743 250529 Email: cs.sensoryimpairment@shropshire.gov.uk ## **TELFORD & WREKIN COUNCIL** To speak to the Rehabilitation Officer for the Visually Impaired, Tel: 07976 426483 between 10am and 2pm on Wednesdays Contact the Wellbeing Independence Partnership Tel: 01952 385385 (select option 2 when prompted) E-mail: wip@tandwcvs.org.uk ## **EYE CLINIC LIAISON OFFICER** Mobile: 07808 736449 Tel: 01743 261000 ext. 3616 Email: e.chaplin2@nhs.net ## **ROYAL SHREWSBURY & TELFORD HOSPITALS TRUST LOW VISION CLINIC** 01743 261000 Ext 3324 ## **SHREWSBURY MOBILITY TEAM – GUIDE DOGS** 0345 143 0226 **RNIB HELPLINE** 0303 123 9999 **MACULAR SOCIETY HELPLINE** 0300 3030 111 ## **MEETINGS** The SLS Committee held four meetings during the year. The AGM was held on 22[nd] July 2022. The main business of the AGM was to approve the Annual Report for 2021/22, including the Annual Accounts. The AGM also included the adoption of the revised constitution and election of the new President, Honorary Treasurer and an additional member of the Board of Trustees. All papers were circulated four weeks in advance of the AGM date to enable any queries to be raised and answered. ## **CHAIR’S REPORT 2022/23** 2022 – 2023 has been an eventful and active year for the Charity. We are strategically poised to continue and develop our support of people living with sight loss and sight impairment over the geographic area of Shropshire having seen some management and operational changes in our personnel structure. Last year, our 100th Anniversary was celebrated and we said farewell to several long standing members of the SLS team. Our President, Vice President, Treasurer and administrator all retired. We are immensely grateful to Mrs Penny Whitley and Mrs Gill Halliday for their volunteer support and dedication over very many years. Administrator, Mrs Clare Humphreys, and Treasurer Mrs Wendy Robert have been the efficient backbone of the office administration and we owe them grateful thanks as they move on to retirement and job re-location. At the end of April 2023 we said farewell and thankyou to our Secretary, Mr Robin Durham whose knowledge and loyalty has been exemplary over nearly two decades. In 2023 the Charity continues to flourish and thrive under a new management structure. Change has been invigorating. In October 2022, Mrs Swantje Staar-Slogrove joined as Charity Manager, and since May 2023 she has been assisted by Mrs Mel Fullerton as Administrative Assistant. Mr Arwyn Jones, Charity Director, supports the team with his experienced and steady hand on the tiller. The committee and the Trustees have met quarterly. We have welcomed new members to the Committee, and the varied interests and skills of all members enable us to act and re-act appropriately. The Board of Trustees work tirelessly to achieve the goals set, and I would like to thank everyone for their generosity, skill and time in volunteering to help Sight Loss Shropshire make a difference. A special mention goes to our Treasurer, Mr Daniel Clark, who has been an invaluable support at this time of transition. I also thank wholeheartedly the executive team who have not only swiftly picked up knowledge and skills from the outgoing team, but are embracing the challenges ahead. They are reaching out to increase our support of people living with sight loss through the whole county. We have been successful in finding funding to run courses and to support local groups, and details are given in the Operational Report. As well as continuing to run the popular Living Well With Sight Loss Courses, an exciting new area is in delivery of Tech Training firstly in the Telford and Wrekin area (special thanks to committee member Mr Ken Whitcombe for the initiative) and, later in the year, also in the Shropshire area. Our annual party, held in May this year, was a resounding success and thanks are due to the Charity Manager for her efficiency in making this big party such a happy event. We were fortunate in gaining some sponsorship, and special thanks are due to the Shropshire Masons, our major sponsor, as well as the Oswestry and Gnossal & Newport Lions Clubs. Thanks also to the guests who generously gave donations on the day. This event is an important day out for so many, and with financial help, we hope to continue the tradition in future years. Mrs Diana Flint Chair June 2023 ## **OPERATIONAL REPORT 2022/23** As the new Manager for Sight Loss Shropshire I have seen the charity go through a time of change and am proud to be part of its fresh approach and new ways of working. Following on from retirements, the organisation has doubled its staffing resources, growing from 0.7 full-time-equivalent to 1.4. Due to the departure from Shropshire Council systems and operations, the Trustees have made the decision to invest in Sight Loss Shropshire’s infrastructure to deliver more services and reach more visually impaired people. The team are also focusing on improved marketing, wider reach, meaningful networking and working in partnership and collaborations. Our financial model is moving from the reliance of Council funding to a diversified approach of grant funding, donations and fundraising activities to supplement income from investments. I would like to thank the growing numbers of volunteers involved with delivering our services and also thank Clare and Robin, who have handed the running of the charity over in such impeccable condition. ## **SERVICES 2022/23** ## **Information, Advice & Signposting** Enquiries come through to Sight Loss Shropshire via phone, email, Facebook messages or occasionally in person or post. SLS receives enquiries directly from visually impaired people, but also more increasingly from family members, carers, social prescribers or care professionals. Advice given can range from early orientation of where to go at the early stages of sight loss to enquiries for social support, leisure facilities or technical advice. 220 people received information upon enquiry from Sight Loss Shropshire during this period. The advice given to vulnerable adults, their next of kin or carers often provided early support and prevention before situations became a crisis. From practical help (for example sourcing a white cane on short notice before a beneficiary went on a holiday abroad) to making introductions into social groups, Sight Loss Shropshire’s advisory and signposting function supports visually impaired people with their physical and mental wellbeing. ## **Peer Support Groups** Twelve active peer support groups with 140 members of visually impaired people currently meet in Shropshire, Telford and Wrekin. Sight Loss Shropshire supports groups where numbers are dwindling and helps to revive or establish new groups, together with national charities like Macular Society or the RNIB. The Sight Loss Shropshire Manager attends some of the group meetings, gives talks and advice, receives feedback and uses the groups as a sounding board. Sight Loss Shropshire advertises all group activities across the county, signposts new members to the groups and supports them financially and in some cases organisationally with room hire and transport fees, thus contributing to a resilient and thriving community of sight loss groups, where its members exchange experience and daily living tips. ## **Grants to Individuals** Sight Loss Shropshire offers grants to visually impaired individuals of any age, who are resident in the county, in cases where their needs cannot be met by statutory services. Generally, grants are made toward the cost of items of equipment, or to enable individuals to take part in activities or to obtain a service which would enhance their quality of life or enhance their ability to live more independently. Applications for grants must be supported by a qualified health, social care, educational or other professional working with people with sight loss who knows the applicant’s personal circumstances and are in most cases being made by a Rehabilitation Officer for Visual Impairment or a member of the Sensory Inclusion Team. Four grants at a total value of £2,521 have been awarded to visually impaired people, contributing towards independence and enabling communication. The amount of grants awarded to visually impaired individuals has declined over the years, however the monetary value per grant has increased. ## **Sight Loss Awareness** Sight Loss Shropshire works in partnership with a range of statutory and voluntary services to raise awareness of sight loss issues and improve the provision of local sight loss services. Our employees and volunteers were actively involved in the Transformation of Ophthalmology services at Shrewsbury & Telford Hospitals Trust and the Local Eye Health Network for Shropshire and Telford (steering and monitoring the transformation of Ophthalmology services and also considering the impact of sight loss on individuals and how local services could be improved). As part of the Local Eye Health Network, Sight Loss Shropshire staff and volunteers were involved in creating an online training module for health and care professionals to improve sight loss awareness, including short films that promote local services. The impact of our sight loss awareness work is a long term one. The online learning module that Sight Loss Shropshire supported and helped to create will potentially reach hundreds of health and care professionals and thus have an impact on thousands of visually impaired people in Shropshire. Sight Loss Shropshire reached out to its volunteers and network of visually impaired beneficiaries to help provide feedback on local health care services. Fifteen volunteers in total have been involved with this on a variety of levels. Sight Loss Shropshire also helped making some feedback sessions accessible to visually impaired people who are not tech savvy, by hosting group phone calls through its IT systems. ## **‘Living Well with Sight Loss’ Courses** ‘Living Well with Sight Loss’ courses are informal, community-based sessions delivered over the phone or face-to-face, developed by the RNIB. They provide information, advice, support and practical solutions for people adjusting to sight loss and those close to them. ‘Living Well with Sight Loss’ courses are for adults of all ages, including friends and family members of those experiencing sight loss. These free courses aim to boost service users’ confidence and help connect with others to share experience and offer peer support. From daily living tips to newly emerging technology; all our participants take information on board that supports them on their way to independence and quality of life. Our courses are supported by four volunteers with lived experience of sight loss and have received great feedback. In 2022/23 Sight Loss Shropshire delivered five free phone courses (with four 90 minute sessions per course) to 41 participants. Most referrals for these courses have come from the Eye Care Liaison Officer at Shrewsbury Hospital. The courses are a great example of delivering value for money and working in collaboration with the NHS and national charities. The courses have also proven to be a good interim tool for visually impaired people on the waiting list to receive their assessment through local authority services. ## Participant quotes: _“I’m at the start of my sight loss journey. It amazed me how positive the Living Well with Sight Loss courses are and the help that is available. I feel much more positive going forward now.”_ _“I’m new to sight loss. You’re all telling me things I didn’t have a clue about!”_ ## **Social Events** Sight Loss Shropshire held a social event at Shrewsbury Town Football Club in May 2022 to celebrate its 100-year anniversary. It was attended by around 150 people, with the High Sherriff of Shropshire as the guest of honour. The event included refreshments, speeches and entertainment and was greatly enjoyed by all who attended. The day served as a celebration, highlighting the remarkable achievements of some visually impaired individuals, as well as bringing people together and showcasing the range of services available to support people living with sight loss in leading fulfilling lives. Attending events and looking forward towards a special day in the annual calendar is something most people without sensory impairment appreciate and benefit from, but can be very difficult for many people living with sight loss. Providing an annual event that caters toward the needs of large groups of blind and partially sighted people gives our beneficiaries something to look forward to and ultimately contributes towards their mental wellbeing. ## **Total numbers of people supported through our activities:** 555 (excluding people reached through sight loss awareness activities) ## **Looking ahead** In 2023/24 Sight Loss Shropshire has added Tech Training for Visually Impaired People to the list of its services. A real community effort has gone into the setup of the volunteer-lead Tech Training service ‘In Touch Telford’, which already proves to be a valuable asset to Telford’s sight loss community. Learning from lessons, we will swiftly roll a digital training service out into wider Shropshire from autumn 2023. Looking even further ahead Sight Loss Shropshire plans to offer sight loss awareness courses for emergency services. Swantje Staar-Slogrove Charity Manager June 2023 SIC.HT LOSS g14ROPSHIRF. ORMF.RLY SHROI)S&IIRF. ￿'()LU￿￿TARy ASSOCIATIOY 011 THF, ftLIND CCOUNT & TRUSTEES, RF.PORT FOR HE YF.AR Tr:NI)FI) JIST MAHCH 2023 Registered ChAritTr Jyo. 215137 SIGHT I.OSS SHROPSHIRF REPORT A.YD ACCOUNTS FOR THE YEAR .1 () JI INI..ARLII 2U2J TRLISTEES, .1 h¢'l'rustt¢8 pr¢s¢ni IhLir annual report and linancial ￿lal¢MCn1I c)i-IhL C'harill lor the s'ear Lndcd 31 Nlarch 2fl23. I'hc linancial slaicmcnis ha￿L bLLn prLparcd in acLordanLc u'iih ihL aLLI)uniin¥ tx)IiviL% 8ei i)ul in Ni)IL' l io IhL accounis and LDmpl> li iih th¥ C.'haritl¥% A¥1 2011 ond Aicouniing dnd RepiTrrtin¥ b). Chariii¢%.- Sidt Flint DI. otrice VILL, Chainnan Ruih I liiu¥hion I l()norury TrLusurer 'I'rusw%' l.lndql￿ Roii'lands AdmlnlstrAtlve Informa¢loD Prlnclp#l l)ffice 'I'he l.anlLrn. Me4di)14. Farm l)rivL. I lurleseoii, Shr¢M4bury. SY14N(i Indtpeniltnt Tr.ximlntr Ji)naihun RimmLr fcA..lam¥%. I li)l! Lliik & l>Jrk¢r Limii¢d. l KnigThi% Ci)un. Ar¢h¢r% lJ&iilelicld l.'niLrprisc Park. Shr¥iishurv. %hrop%hir¥, Sl'13(J Ilinker5 Ilarilai 4 Iltsnk. 44-46 C &4ilL %if¢¥l. %hrLw5bur).. %Y12111.' Iiivestmtnt f¥ianHger5 -.F(i Ilurri5 Allda). I'.hurih I1L'lI'f. (ImhLrslw.. Il'i)ri¥slLr8hirL, II'Rg 111.'11.' Sirueture, Eovernance Anil mAn*%emenl'. ihangL in sLr% i¢¢1 sincL IhL Colid pandL'miL. Th¢ charity's DireGtor. Manager and Admini$iraiive Assistanl carry out thc day-10.dal running i)rthe charity, 'I'h¢ mdnJgLnieni ciimiiiitiki. ¥%hi¢h inLludcs Ihk'l ru%t¢¥%. MLLIS quurierli. A s¢parrLie Tru5teL' m¢¢iing lollowing the Lommill¢L mLLiin¥. -Ihe appDinimLnl ol Iru8iees is deicrmin¢J &$ laid aui in thr Liinsiiiuiion. I rusices ar¢ appointed bv virtuc ol'the 10 8 mirnbir5 Jraiin Irom IhL CiTrminiitL'e. 'l-hL C'()iiiiniliCi %htsll LLTrniprornisL UP 11) 24 mLmhL'rs in¢ludingT ai lea%1 Iho%u Ll¢¥i¢d al the Annual liLn¥ral MLLiing as C'haiTman. Vicl chairm1￿. Pre%idL'ni. I'ILL Pr¢sideni. Ihe F4onorar>' 'rrLasurcr and additional -fru8tcc.4. 'I'he ci?nstilUllDll alloii's additiiJnal meinbers t() be cu-opted to lh¢ Lommiitee and board ol'l ruslCCS. SIGIIT I.O8S SHROPSIIIRE TRLISTEES, ANf4JUAL REPORT AND ACCOUliTS FOR THE YEAR TOJI rtri. I'H 21J23 .i)ntlnued Objt¢ilvts acti%liles for the publlt benefit TÉ) hclp blind and partiall%' %ibhiid per50n% r¢siJeni in %hropshir¢. Telford & Il'rck'in. .1 o dll ull su¥h Liihi'r Lhariiahle ihing8 os in¢idL'nial iii or i￿ndUc11,¢ tn lh4 aiiainmeni of lh¢ oix>ve object. 4upwnin¥ o niliiork. 01.￿¥r support groups flir i'isualll impdifL.d PLopIe'. Prokiding inlormoiiiin and %ib7nkx)siin¥ uhi)ui suppori und %ir% aiailiibli lor people 14.iih >i¥ht1055' Providing'LiYing W¢ll wiiii Lo35'roiir8es Flnnnclal R¢il¢w I'hl ihariiy's pLrli)rmunLc lor th¢ )'¢ar and thai ol. lis lunds is laid i)ui in Ihi linJnLial S1iii¢mini i)n pugLS 4 11) 13. Lhariiy'g obJe¢iives. Wc al%0 SL*,k L¥iLrnul lunding li)r proj¢Lls whLn¥i¢r IL'a4ibl¥. The Charily's inve8im¢nl8 saw a d¢crcay¢ in valu¢ in the year of £41,.331 resulting in a nei d¢creasc in fund5 pf Achl¢wement5 PtrformMn¢t l)ui Ill rL?iirLm¥nt¥ IhL' Lharil> in¥'L'sied in a n4i%'. improv¥J %tdl1ing siruLiurL QPL'ruiiiTrnul bl'siems. incurrinK Rtstrve5 Pollcy l-he Lharil! dims lo kci'p li4uid rcscri'<¥ i4ui¥alL'ni 10 3 monih5 running ¢osi iwhich Lquaie.% li) £10.000. Al thc %¢ur Lnd lh¢ charii). had £211.133 12022.. £411,910) ol'nLI Lurreni as%LilS in it5 unresiriclcd gcn¢ml purw$es I'und. Inv¢simeni Policy re&bular incomL'. mlciing tK)th shi)rt and m¢dium Icrni n¢i'Jb.'I'hL Lharit% ha% appoinicd o l.'und XlanagL'f IL) managie IhL inii'slmL'ni L)n IhLir ￿hair.'[h￿.T.ru￿1¢L$ disLu5s an(1 r¢iiei¥ ini'lstmknl siraicgv Ihc lund rnanagiy on rL'¥ulJr basis. ApprovL'd by the ITublLes on 6, Jull 2023 and signed on Iheir IKhall-bv Chair of TTusiee% DEPENDENT EXAMINER'S REPOR TO or SiCilT LOSS SIIRO iiltred Ch#rii N'o. 214137 I rL'pori on Ihe accoun1% ol'ih¢ A55Ueialian for ihe >ear ended 31 91 Miirih 2023, %4hich are OUI Dn pabTts 4 11113. Rtspttilvt responslbilltie5 of Tru¥tees Eximlntr ThL' chariiy's Irusie¢5 ar¢ r¢sponsible for the preparation ot ihc acmunts. The charity's tru8iee8 consider ihw an ind¢p¢ndrnl ¢iamination 1% needed. ex&niinL IhL &lL¢auni% lundcr 8L'ciion 145 ol-lhc 21111 A¢il,' 10 follo￿ Ihl proc¥durcs laid doi4'n in Ihe CicnLrul l)ir¥¢livns ¥*11.¥￿ b) the Lharii) Lommi55ion¢rs lund¢r SL¢lion 1451511bl ofihL 2011 Acil. tsnd B*ib of lttdtpendent ExAminer'J Riport prLi%eni a 'iruc and fair view, Dnd lh¢ rcrrt)rt 1$ limiicd 10 thosc maiicry scl oui in Ihe siatcmenl below. Independ¢n¢ EA•mlner's itxttmtot In ci)nnLXtion ¥siih m). e¥aminaiion. no mallLr has LVML l() m}. dllL'niion'. ¥shich givls mc rcwnahle ¢au$¥ ith h¢li¢%¢ IhJi in an¥, maiL'rtol TespLCI Ihe rcquirL'mL'nib'. ta kLLp aLLDuntin&y rLLI)rds in %4iih se¢iic)n 130 ofih¢ 2011 Ait.. and Io PT¢pafL tt£couni$ ¥%hi¢h ￿lord i4.iih IhL accounting Tccord5 und lo r()rnpli ￿'Ith Ihc afCOUnlin¥ r¢quiremenis ol'ihL' 2011 All have nni been mL*I'. or 10 14hich in m> opinion. uticnlion sINiuld drJ%%'n in i)rJ¥r tll L'nahlL a pn)pgr undersianding ol'ihL accoun15 10 bc rcarh¢d. JoNathAn Rlm er ChHrtered .4ccountAnl JAmes, Ilolvoik & Parker Ltd l Kniohls C'ouri, Archers Ivll), Balllefield EiiteriTrri$e P¥rK Shrew5burv, SI'1 3GA SICIIT I.08S SIIROPSIIIRF. istered C'h#ril ,%0. 215137 STA TEMEI'T OF FI￿.4￿￿ClAI..￿cT]￿ ITITr.S F'OR YEAR TO JI .M.4RCII 1023 Note Llnrestricled Re51ricttd b unds Total 2013 Totxl 2U22 Inrom¢ i)nati()ni LegD¢i¢s and Granis 6.546 550 7,096 6,31¥ In¢om¥ Irom Chariiabll aLtiviii¥s InLom¢ Irtirll oiher Irading uLiivilirs 1.006 998 Inv¢$tm¥ni InL()me 23.860 43 23,903 19,198 To¢¥1 l#¢ome Jl,412 32,(N).I Kxijendlture Cost of R4isin& 5,499 5,999 912 184 677 4.87(> 4.876 ( a41.F iJfC'liurliiihl¢ ac'ilviiies 3Y,743 39.743 20,827 2.891 2.8411 441 I'tstRI kxi)tn(Ilturt r4J¢t Inromt lexpEthdli¥rel 122.2811 93 121,688 (irosb tran￿lerS b¢ii&LL'n lund5 550 N¥il In¢i)mL' IL'ipLndilurLibLlv￿ i)Iher 43 121.6¥81 3.657 Othtr rt¢ogn15ed gaiDsii1055es1 Ciains and 1105SL51 on ini'i¥imeni J%seis 30.406 Net Nloiemtnl In Fund5 6J.V62 43 63.1119 Reeonriliotion of Fund5'. Totxl Funds brTru¥hi foThRrd 6ZO,J30 20.372 640.702 606,6J9 Tot41 Tr unds carried forward 817 268 ZO.41.5 577,68J 64V.71J2 SIGHT LOSS SHRnPSTITRF. BALAliCE SHF.LTAT JI MARCII 2023 Note Ilnrestrlcttd 'uiids Restricle En(lowmethi Fun(Is Total 2023 Toi%1 Zl)22 Flxtd *54t15 l an8ibl¢ a%sils 537.1.15 137.1.14 578.466 $78,466 q37,lJS C.'urrent AJS¢ts C ai bank. and in h￿d 24.333 24.633 ?Q.415 44.748 4.4.048 62,266 C redit•r%'. *mounls rRllin% ilue V+iihlrt otht )ear iJoi Nti C.urr¢nl A$sets 21),133 41),-$48 62.236 C'rLdiior$.' #miiunt5 lalling duL all¢r onc 447 268 577 683 6411702 Tr'und5 of Ihe ¢hArlty Ilnrtyirleteil funds 117.268 q.17,26¥ 620.JJO Rt%trlcted funds 20.41. 20.372 kndowmtnl lunds Trjliil fund Iq7.268 477.68J 640,702 Appro%eil b¥. lh¢ Tru51L'C5 on 61h Jul) 202.1 and 5ignLd on IhLir h¢hall' Daniil C'ldrk I'l r¢dSurLr Diand Flini (Chairl 51GII'I' I.()S% %IIR()I>SIIIRE iiltrtd C'h4rit %u. 2 Iq137 YOTES TOTHE AC . TS FOR TIIE YEAR EY ED I TrIARC.H 23 Ae¢ountlng Poliri¢s lal Bgsis of prtp•rg1ion of 8ecounis rhe linJnLldl siaiiminis haic bLLD prepared in accordanL¥ li iih ALLuuniing and Reportin¥ bi. C"harilie5.' iaierni'ni ol- RLcommLndLJ Pr￿11￿￿ appliLable 10 chiWStILs preparing Ih¢ir aclounis in accordaniL iiiih the Financial Re￿rtIng Siandar(l iipplicablc in ihc LK and Rcpublic c)I' Ireland IFRS 1021 lellthii%e Januarv ?11151 IchariiiL5 SORI) Il.'Il% 10?)). Ihl FinanLiuI RLportinb? Sland noielsl. Ibl In¢ome All illLI)rne is r¢cognix'il once ihL charit% has Lmiiil¢ment ¢0 the int￿me, Ihere is 5ul1iii¢ni certaint) Ih rLccipI ol'ihi incoml is Liin%idLfL.d probahli. and IhL am()uni Lan bL mLa4ured rL'liabl%. Ihc inLomL from rundraising I'eniurLy is 5hoi%n gro55. 11 Ith IhL as.40¢iatcd L05ls iniludL,d in fundrai%ing cos15. 1)i)naied SL'r% ices and luriliiies are rccognis¢d on the basi% ofihL i al￿ (If thc gift lil lh¢ ¢harii% iihich 15 lh¥ amouni Ihe ihJril% ¥%ould hall been ¥4illing Iii pai li) iibin invesimenis, in the SofA if ihe shgr¢s publiLly Irdde¢J or thC￿ lair valu¢ c4n oth¢Twi$e b¢ Ihl D¢b¢ts I'raJL and c)Ih¥r d¥hii)r% Jr¥ rLx()b>nlS¥d JI th¥ %Liilimkni WML)uni dllLr any Irude disL'ouni off¢rLd. lil C.#sh At b*nk And In IiAnd I'reilltors pr¢b%141n￿% Ciolng rnncern Iki -1 hc liiiiincial %lul¢mcnis lia%¢ hicn pripw¥J (Trn a gi)ing ri)rti¥rn basis a5 Ilic Iru%lLL's iK'lievL Ihal no c()nc¢m SIGHI. I.OSS.%IIRQPSIIIRF istertd Charli No. 214lJ7 ES TO THE ACCOLNI'S Fok THL YEAR E,WDF.I) 31 ￿lAR(..11?￿2j Conilntsed DonAilon5 1.e Ilthr¢strloitd FLhnds Restricted Fund5 Toithl 2023 Total MidlaDd %Ii¢lL￿I1LS Cjrani 1.667 1.720 5,000 5.(M)O 1.546 6,.146 ?.096 7,096 6,318 lttcumt from C'harltabll A¢tlwltlt5 Rtsirleted und¥ T*tAI 21)23 Tol*l 2fjZ2 L'C I l¢ar l.-ihibiiion 4. Inrtsm¢ from Other Tr￿￿1￿￿ il¢tlvliles I￿vestment Income Rt¥trlcttd Futkds 'rotMI 2023 Tolal 2U22 undr*lsing Artlvlilt5 93 Chrisinias C'ard 9Y8 Inveslm¢nt Intome 28 2.I.X12 23.860 43 Flarri% AllJJ% InLomc ?3.83ry 43 19.198 IC.HT I.OSS SFIROP4HIRE 1Stereil Charit 2151 S TO TIIF..4CCOLI.%TS TrOR THb. YE.AR F-NDED 31 ￿lAR(.}I 2023 Conlifiu enditu c.ost of Fun(IralsinR gtnergling ¢ostS voltsnlar incom¢ Costs of Governan¢e Ch#rltAblt C-.(k515 ToiAI 2023 Totrtl 2022 Unrestrl¢ted 5.952 23.812 PeNsii)n Coniribuiions 29.764 18,076 1.249 1.249 )_sIJB¢ Insuranie 47 ¥96 943 375 176 4a3 h77 ,250 .375 184 3.467 Ilcni ul. R()i)ms 38 4?5 3S11 1.3118 Wih%iiL' RLiruilmL'ni &. IIR 12U 5.783 5.7113 21h 1,62Y 4110 (>96 1.629 184 J9,743 2,891 411,817 Rtstrif It 184 2,1191 41,817 StAfTC.o$t5 And %4umbers 202J 2022 Siall'co%i% iier¢ lollow5 Saloric% and 11 29.764 18.070 The a%Lrag¢ w'¢ckl> nuniber of 51aft.eiiiplo>ing %'alu¢ 30.406 P4lrtrkt¢ I'Alue at Jl. ￿l￿r(h 2023 437 IJS .578.466 -10- SIC.HT I.()SS SII ROP%TrI IRF. Isltreil C-harit% lo. 214 l J7 THE IE 202 Contin 9. Invt51m¢nt5 conilllued Cosi ￿Al￿t *13 llircli 2023 C'h*n%t lar¢h 2(122 l)nc Sa%in8 Bank 7.175 Perp 15.IMX) 15.935 14.550 IlluLkRI)ik C'hdriii¢s l.'K BD I".D Inc 15.979 12.6691 Murr>' InL'fru$i Pl.(: 2.1(A) 13.240 18.425 19.138 6.20D 1.3.243 17.825 1 ¥.724 18991 hrn)dir c'har C'hdril> l.'quil> Inuiml 28.IM>8 68.9911 130.212 132,819 12.6071 Illa¢kRoLk C'hdrisharc C'omm Inv Fl) 211.578 3h.138 146,051 147,6UII ¥l&.(i C'hurilund A Income 4.472 31,245 06.327 M&(J Chariknnd In¢nmi Ilni14 17,362 1#.()21 19.020 211.492 11.4721 Jl) Mor%an l¥lll. (inimn and Inc 5,335 24.354 25,2.15 Primar%. Ile4Llih Properties Cjlll>11.125 13.2Jll 11.982 17.559 15.5771 7.950 12,940 14,9(X)I Ociopus Rcn¢M'Jbl¢y Infrg Tru$l 15.85 18.445 15,n73 17.732 12.6791 Jl) Mi)r¥4Ln (il.11 C'ork As5¢15 IH.4hll 14.147 15.2(Ml RNI SecurL'd I)ir￿1 L¥ndin8 17.000 16.317 1.3.4.10 15.765 12..1331 RI-I. C'apiijl ParlneTJ 610 16.360 15,555 13.8451 .Xl Eieit I>LC 10,700 16,384 10.529 15,836 15,307 36ri.IM)7 .$37.1 J.$ 578.466 41.331 10. Dehtors 2013 2022 PrL ai"mLn15 and A¢Lrucd In¢i)m 2.1￿}? 2.1)92 1Sltrtd C'harit %iu. 214137 P*OTF.S TO THE.4C-C-OL'NTS ￿oR.[liF I EA -'%DEDJI I1ARCII 202 CoDtI I l. C15h ¥l B•nk And in Iland 2023 2022 Ilarilal 5 CurrLni ALii)uni IlJrLlai s ljusintts %ai¢r A¢¢ouni BarLlJ%s %hLilu Il'hiil¢% l--und Accouni 13.366 22.8?¥ 323 4.208 324 s & I ILdr l)L' 44.748 6U,174 12. C'rtdliors 202) 2022 Arrru*ls Deltrred In¢om¢ Ju IJ. In Rtslri¢ted Tr'unds At I. Aprll l-rAnsfer Al )1￿ P+larch 211ZJ Resource5 Re￿￿rte5 42 550 3?4 20 72 ThL' l.i%in&? 11 ¢11 wSih Si%ht L0551.urtd r¢presenis SL*.d lunding li) suptKirt IhL pr()triiion ofeducuii(Inal ¥our5L ¥w¢IDpLd b) Vl4i(Jnur%'. the RN'IIJ Ih¢'l'lM)mus Pi)cK.lingliin'fru51. 10 hi1p p¢()ple in neL.d liv¥ WLII i%iih si8hi Thc S¢L' Heur l.'xhibilion Fund are funds held t￿h&if0f the exhibition lo fund luiure ¢vLTht 'l-hL Shvila Il'hiilL> Fund IS lil proi id¢ grJni8 11) purLhosL 4p¢iiJli%i IT Lyuipmeni for people in in th¢ %hriipshiri Jnd .1 illorJ &. Il'rik-in drea%. li pr¥% iDu%li IrLaiLd u% il Jesi&inaiLd lund. istered Ch%rit )0. 21 $137 r*OTES T THE ACCOIINTS FOR THE I'EAR ENDED 31 IIINRCH 2023 Continued 14. in uD￿striCted Fund Atl, April 2022 Tnforning Re5ourees Outgoing Rtsourte% Reeo%nistd Tran$fer5 #fter Gain5 & bttm'eerb lJOSSes runds 2O2J (icneral l.und 620,330 153.6931 550 557.268 62 31,412 -53.693 41,331 557,268 15. .4nal .515 of Net plssets between Funds ljthrestricte Fund5 Restricted Funds 2023 TungTihlc IIxLd A55CIS Current A55Cts Current Liabiliiies 537.135 24.633 14.5001 537.13) 45.048 20.415 et J1$5e15 at 31. March 2023 457.268 20,415 .577,683