SURREY CARE SCT TRUST SURREY CARE TRUST Trustees, Annual Report and Accounts 2023-2024 Registered charity 285543 Company limited by guarantee under number 01658859 Supporting people in Surrey who need it most We're the local charity working with volunteers to give people the opportunities, skills, and support they need to achieve their potential. www.surreycaretrust.org.uk ￿_ CONTENTS Vision. Mission. About our work Maklng the Difference In 2023-2024: Skills to Thrive 8-17 Flourishing Families 18-21 Nurture through Nature 22-27 People at the Heart: 28 Volunteers 29 Trustees 30-31 Quality and Assurance: 32 Fundraising 32 Research 32 Quality Accreditation 33 Governance, Structure and Management 36-37 Financial Review 38 Reserves 39 Risk Management 39 The Future 40 Statement of Trustees, Responsibilities 41 Auditors report 43-47 Balance sheet Statement of financlal activltles 49 Statement of Cashflows 50 Notes to financial statements 51-60 Our Thanks 62-63 URTURE FLOURISH THRIVE Our Vision We are the local charity, working with volunteers, to make Surrey a place where vulnerable people have the opportunities, skills, and support they need to achieve their potential. Our Mission We are breaking the Cycle of Disadvantage in Surrey by equipping vulnerable people with the skills and confidence they need to change their lives, and their futures. ABOUT OUR WORK We support some of the most vulnerable and socially marginalised people in Surrey- those from low-income families. vulnerable young people and low-skilled adults- to give them the confidence and self-belief. skills and education. aspirations, and opportunities to create better lives for themselves and their families. Following our 2020-2023 three-year plan which responded to the Covid Pandemic. the financial year of 2023-2024 was one of significant change and transition for the Trust. However. our remit and commitment remained the same and we focused on three priority areas= Making the Difference: developing an integrated approach of effective early intervention and holistic 5UPPOrt- ensuring vulnerable people and families in Surrey have access to high quality Services which respond to their changing needs People at the Heart: ensure our volunteers and staff are enabled and empowered: ensure we understand our communities. needs Quality and Assurance: ensure we have the stability of resource to consistently deliver our programmes 10 MAKING THE DIFFERENCE IN 2023-2024 During the 12 months to the end ofjuly 2024. we worked with over 5,100 individuals and families across the county. This is an increase of 37% from the previous year which reflects the transitions in our service delivery and the inclusion of more widespread family resilience support. We helped those people to become better parents, find stable employment, engage with their environment and community, build their confidence and resilience, and gain the qualifications or personal skills they need to progress in life. Through our cohesive approach of combining long term mentoring, skills training, and outdoor activities, and by working with over 400 volunteers, we supported low- income families, vulnerable young people, and low-skilled adults to: Build the confidence and skills they need to thrive Provide support and posltlve chlldhoods for their families to flourlsh Work wlth nature to nurture their wellbeing and engagement with thelr community We know our work is effective and creates social return because the people we work with: Tell us they feel more self-confident. positive, respected, and valued Gain awards and qualification5 or improve their ski115 in other ways Engage in volunteering and community artivities and contribute to society Look for. and find work. or progress into further learning l appreciated the time and space to explore issues and be heard. To challenge some negative views of myself and explore their origin. Ifelt accepted, Skills to Thrive Skills to Thrive Our Skills to Thrive programmes support people to build the ski115 they need for life. learning. and work and to progre5S to a more positive future. These include 'soft' skills such as building confidence. trust. or communication skills. and more tangible skills such as numeracy or environmental skills. to job search and interview skills. Where possible. beneficiaries are encouraged to gain qualifications that will help them progress further. Steps2Work Woking Youth Hub Mentoring by trained volunteers or staff helps young people and adults to gain confidence and overcome barriers so they can engage in community activities and find Sustainable employment andlor further education. All our employment support targets people described a5 'furthest from the labour markeY- those who are socially isolated, have been or are at risk of long-term unemployment, have mental health issues or who have learning difficulties. Steps2Work Youth is a project 5UPPOrted by Woking Borough Council and the Department for Work and Pensions. It is designed to engage with young people aged 16-24yrs, and Care Leaver5. and support them to secure positive employment andlor educational outcomes. The success of the project. along with funding from the Henry Smith Charity. enabled us to expand the work to other targeted groups such as people with additional needs andlor Autism Spectrum Condition. Over the year. 186 young people and 7 families were supported by the team resulting in 72 job offers, and 23 work trials. With further support from Woking Borough Council the team were also able to support the Council's resettlement programme for displaced persons helping 19 adults, 4 young people, and l O families to secure 26 job offers and 12 work trials. Specific activities included: working with national employers such as Timpson Retailers and Philips, offering mock interviews and half day work experience. and organising IT repair workshops to teach young people how to take apart laptops and replace hard- drives; laptops were then given to those who attended. 'J2V J Thankyou for arranging the SCT counsellingfor me as it has been a massive help. l am now working in a local software company andyou have really encouraged and supported me to achieve this. Over 600h of S2WW clients have anxiety and depression STEPS2Work Wellbeing Steps2Work Wellbeing has grown from the successes of our Woking Youth Hub, and exemplifies the need for responsive and flexible services that can support people with multiple complex needs. Thanks to funding from Surrey County Council's Mental Health Investment Fund, we were able to establish mentoring type support and outdoor activities for people struggling with their mental health and employment needs in the boroughs of Woking. Reigate & Banstead, and Spelthorne. In the five months of the programme. starting in April 2024, the team supported 59 people, many of whom struggled with specific mental health issues such as anxiety andlor depression, addictions, and PTSD; approximately 25% of clients identified themselves as neurodivergent. Multiply Working with partners such as the Hale Family Centre as well as Surrey Care Trusys own sites, we hosted a series of the free Multiply courses and activities designed to help people improve their maths skills. Participants undertook a range of interesting and engaging courses with key maths skills activities embedded in each actlvity. The activities focussed on specific life skills topics such as crafts, landscaping, or cooking, or fun family activities designed to reduce the fear of maths in children and help parents support their children with maths challenges and homework. Over the year, the team supported 95 adults. 45 children and young people. and a further 10 famllies to engage in the courses, taking the fear out of mathsl I loved doing the raised beds. I had to measure and work out volume which I had not done before. It didn'tfeel like doing Maths like I did at school. SKILLS FOR LIFE MULTIPLY STEPS to 16 Our STEPS to16 alternative education programme specialises in supportins and re- engaging 14 to 16 year-olds stru88ling with mainstream education. The students live with a range of needs and challenges including problems at home, low self-esteem, and poor social, mental, and emotional health. Our high tutor to Student ratio supports the holistic learning environment. The curriculum is tailored to the specific needs of each student, and the more informal educational setting of our Learning Centre in Woking helps students to feel more at ease. With this approach we aim to nurture the young people's social development and help them achieve the best possible learning outcomes. The team encourages and enables students to gain qualifications in core subjects such as English and Maths while the nurturing environment and Life Skills curriculum (Healthy Living, Domestic Cooking, Sport and Fitness, Group and Teamwork, Preparation for work and college, vocational activities, art etc.) helps students develop strong life skills as they transition into adulthood. During 2023-2024, 27 students were supported by the team, the most the team have ever supported, indicative of the increasing demand for services like STEPS to 16. Out of the twelve year 11 students who took their exams all successfully secured accredited qualifications. 95% of STEPS to 16 leavers have gone on tofurther education or into employment 14 Jii I like mentoring its really helped me, l used to be so cross and no one understood me. My mentor justgot me and I really like spending time with her. Mentee Building Belonging Starting in September 2023. the Trust supported 24 young people and 9 familie5 Wlth mentoring through the BLJilding Belonging programme. Targeted to families living in Elmbridge, the aim of the programme is to reduce the likelihood of young people being drawn into offending or anti-social behaviour. The young people have multiple and complex life experiences,. 60% of children have experienced three or more traumatic experiences such as household mental illness. household crime. emotional neglect. parental separation or domestic abuse. For these young people, and their families, engaging with professional support has always been challengin expecting to receive criticism and negativity. The team of experienced staff reach out to families and support them when needed. The result is that the young people have engaged in positive activities in the community, showed improved school attendance, and had the opportunity to build trusting relationships with professionals. Wellbeing Mentors Surrey Care Trust continues to be part of the Surrey Wellbeing Partnership- an alliance of voluntary sector organisations working to improve the emotiorlal wellbeing and mental health of children and young people. Over the year, our expert mentoring team worked with specially trained volunteers- Wellbeing Mentors- to support 92 young people. aged 11-18, living with problems such as OCD, self-harm and eating disorders. This is over a 5% increase from the previous year. In addition to the one-to-one mentoring, wellbeing group work and actlvlty days were also offered to improve the young people's confidence, emotional development, and build peer networks. These days took place at our Gateway Community Allotment or on our Swingbridge Community Boat Tranquility. other activities were also arranged such as paddleboarding and horse riding. Free Counselling In addition to our Wellbeing Mentors, we offer a free and independent Counselling service for 16 to 25 year-olds who are unable to access support elsewhere. This service is supported with funding from BBC Children in Need. Our volunteer counsellors, who work under a trained supervisor and manager (all are members of British Association for Counselling and Psychotherapy), provide 12 weekly sessions to help their clients to feel valued. less helpless and more positive and to live life more fully. Over the 12 weeks they recelve support, we measure the young people's progress in six areas: feeling supported, levels of anxiety, positive relationships, decision making, socialising and communication skills. Initially clients rate themselves lowest when asked if they feel supported in life, but after counselling tell us that they feel much more confident at socialising and decision making. Over the past year. 49 young people experiencing anxiety and depression were helped by this service. l appreciated the time and space to explore issues and be heard,. Ifelt accepted. f FLOURISHING FAMILIES Our Flourishing Families programmes help parents to provide supportive environments and positive childhood experiences. Our services include providing long term. structured support. parenting skills training. and safe spaces to enjoy relationship building, family time and activitie5. Early Help Mentoring for Young People and Families Our Early Help Family Mentoring, funded by Surrey County Council and delivered in partnership with Home-start, supported children, young people, and their parents, struggling to cope with life's challenges and in need of resilience support. Most families who came to us were struggling with mental health issues, children's behaviour, relationship difficulties or challenges because of neurodivergent conditions. Working with a wide range of families with multiple needs, our trained volunteer mentor5 delivered a package of our one-to-one mentoring, Home-starvs home visiting. group work/parenting support. and signposting to further help. The success of the programme was proven time and time again over the near five year period of its operation, with 99% of parents and young people reporting improvements in their resilience. well-being. confidence. andlor self-e5teem. In the final eight months of the program. from August 2023-March 2024. when the SCC'S new style family support came into effect. the Family Mentoring teams provided 175 families with one to one mentoring support and a further 177 families were supported through signposting parenting or other types of help. This is a lower number than previous years reflecting the impact of the cessation of taking on new referrals land passing to the newly appointed providers) so we could continue supporting established clients until the end of the contratt. 20 Youth & Family Mentoring The success of the Early Help mentoring reinforced our commitment to providing meaningful support to vulnerable families, despite changes to funding. With support from Waverley Borough Council and the Ingram Trust, we have been able to continue this support in the boroughs of Waverley and Woking, and have launched a new fundraising campaign to establish the programme in other areas of significant need. Such support can be transformational,. not only in empowering parents but helping young people to work through and resolve or manage their problems. The result 15 that young people are able to make positive choices, and improve their educational outcomes, employment prospects, relationships, and their emotional wellbeing. In the four months between April 2024 and July 2024. the Youth & Family Mentoring teams supported 34 young people living with a wide range of needs such as poor mental health. family breakdown. learning difficultie5. and relationship issues. Spelthorne Family Centres Introduced from April 2024, Surrey County Council's new family resilience support model, Families First, focuses on family centres as support hubs to provide activities for vulnerable families and as bases for outreach work. Although this change ended our Early Help mentoring in many areas, we were delighted to be appointed as the Families First provider in the borough of Spelthorne. Thi5 Opportunity allows us to unite the support delivered through the Clarendon Family Centre with that of the Stanwell Family Centre and build on the successes we have achieved with local families and the community over the past two decades. Families Firsb In 21 Stanwell Family Centre Our Stanwell Family Centre is located in one of Surreys most deprived wards and, employing a team that includes experienced outreach workers. works with families identified as being most in need. The Centre provides early help support to families with children up to age of 19 years (25 if there is a specific needl. Often families are struggling with a multitude of complex problems such as limited parenting skills, children with special needs (including ADD, ASD, dyspraxia etc.), domestic abuse, low levels of literacy andlor English as a second language. The team provide specialist services and support including outreach support, parenting programmes, the Freedom Programme for victims of domestic abuse, and for children who have witnessed domestic abuse or suffered abuse. The team also work with a wide range of partner agencies, voluntary organisations, councillors, local schools and nurseries. as well as professionals such a5 midwives. social workers, speech therapists, health visitors and police officers. Such holistlc Support means most problems are addressed before they spiral out of control or become dangerous and ensure that families receive the right help. at the right time. During the year, the Stanwell Family Centre team successfully supported 119 chlldren and young people and 169 parents. In addition, through their family resilience activities (including the sensory room, toy library, and skills courses), the team also supported 1,259 children and young people. and 1.240 parents. Clarendon Family Centre As of the start ofjune 2024. Surrey Care Trust took over the contract to deliver Clarendon Family Centre's targeted support and family resilience services, including those delivered from the Buckland Centre in Staines. The Clarendon team has been supporting vulnerable families from across the borough. with the exception of Stanwell, with outreach support, breastfeeding advice, parenting courses, and other services. That work will continue and develop as the team integrates into the Surrey Care Trust Family. Tranquility 23 NURTURE THROUGH NATURE Our Nurture through Nature activities. delivered from a variety of locations, harness the power of the natural world to encourage people to engage with their local environment and communities. improving their wellbein& sense of worth. and practical skills. Swingbridge Community Boats From our two Swingbridge Community Boats, expert volunteers deliver a range of river-based activities to give people of all ages the opportunity to learn new skills, gain qualifications, and improve their wellbeing and confidence. Our trained volunteers manage the day-to-day operation of the boats- maintaining and repairing the boat5, planning trips. artivities, and conservation work, and providing informal mentoring for Some of our more vulnerable volunteers and clients Hundreds of people enjoyed Swlngbrldge Tronqullltys crulses and actlvltles on the Rlver Wey. People living in homeless hostels, children with specific needs. older people with limited mobility (the boat can accommodate up to two wheelchairs), our own STEPS to 16 students. and young people and parents supported by Wellbeing or Family mentors are among those who benefited. Tranquility also continued to host the NHS Early Psychosis Group who take part in our environmental conservation activities, putting the galley to good use for a series of 'Culinary Cruises.. Swingbridge Endeovour crews comprise trained volunteers working alongside volunteers who are living with or recovering from problems like poor mental health, addiction or relationship breakdown. There are also sessions where offenders serving community senlencesjoin the crew to make a positive contribution to the environment and community. 24 Being on this boat has made me see that my life is not pointless. I have learned new skills, my attitude to life has changed Together, everyone working on Endeavour, completed over 3.600 hours of environmental conservation activities along the waterways in and around the Rivers Wey and Thames, including.. Shalford Meadows. including the steps. bridge. and ponds Thame5 Lock Hurst Park De5borough 151and The Wey and Godalming Navigations St Catherine'5 LOCK Thames Lock. Molesey Lock. Stoke Lock. and Millmead Local residents - including the wildlife enjoyed the improved and well-maintained habitats after the crews removed large amounts of Himalayan Balsam and Ragwort. fallen trees from tow paths, cleared ditches, coppicing, and tree clearance. Combined, from August 2023 tojuly 2024, almost 750 people benefited from the wellbeing cruises. confidence boosting courses. and environmental activities: 4% more than the previous year. The Gateway Garden The activities delivered by the award winning Gateway Garden (formerly the Gateway Community Allotment), near Reigate aims to help anyone living with poor mental health or at risk of isolation to make positive changes, develop practical skills, and enjoy the therapeutic benefits of gardening, nature, and the outdoors- all within a safe and nurturing space. As part of our previous Early Help work with Surrey County Council. the team worked closely with the family mentoring teams to provide opportunities for families and young adults to come together. In October 2023, the team's accomplishments were recognised in the RHS'S South & South East in Bloom It's Your Neighbourhood Awards, achieving'outstanding status with specific focus on 'being inclusive of local people, making a difference to local people. and working in partnership with others.. Additionally, throughout 2023-2024, the Garden acted as the springboard for a new strand of Surrey Care Trust's work, our Outside & Active courses. The Gateway team developed the concept, delivered the first course, and expanded volunteering opportunities in the wider community. 25 Stanwell Community Group Working closely with the Stanwell Family Centre, the newly named Stanwell Community Group Iformerly the Stanwell Local Conversation) is a grassroots initiative that empowers the local community to create a well-connected, healthy and active community. Those within The Group. work to.. Reduce social isolation Bring resident5 together to take action on local issues (such as the environment and social connections) Support residents to engage and get involved with their neighbourhood through events and activities Encourage good physical and mental health Encourage pride in the village With funding from the People's Health Trust and with other charitable support. over the past year. local residents have secured newiobs. become more independent, and enjoyed opportunities they would not otherwise have access to. Volunteers also regularly supported over 400 children and familles, and engaged many more in activities ranging from a Lantern Parade, celebrating Diwali, Family Fun days and of course, activities delivered from the Conversation's award-winning Community Allotment. Outside & Active In January 2023, the Gateway Garden became the first home of our new Outside & Active cour5e5. These courses. funded by the Community Foundation for Surrels new Scale Up Mental Health Fund and additional funding from the National Lottery. are designed to help young people improve their mental health by being outdoors and taking part in nature-based therapies. The natural setiing, activities. and opportunities to make friends, boosts young people's confidence and reduces their social isolation. Over the year, 61 people took part in one of 14 courses that incorporated a range of nature based activities such as building raised beds. wreath makin& planting and outdoor crafts. The team now look forward to utilising what they have learned so far and expanding to new locations to reach more groups over the next twelve months. Our Gateway Garden supports people in a variety of ways p 29 PEOPLE ATTHE HEART Volunteers Volunteers are integral to the success of our work. People from all walks of life join us as crew on our Community Boats. mentors. allotment gardeners. marshals at our events. and more! As well as helping us to support our clients and strengthen communities. our volunteers tell us how rewarding and life- enhancing they find their volunteer work. with many a150 gaining new skills. thanks to the training we provide. Volunteers donated almost 27.800 hours of their time to help vulnerable and disadvantaged people in Surrey Last year, and despite changes to our service provision, 70 new volunteers joined our'ranks,, who, along with our existing volunteers, donated at least £318.000* of their time In return, we were able to provide the volunteers with approximately 4.400 hours of training on a range of issues such as building confidence,. communication; relationships,. finding, securing, and maintaining employment; parenting skills; behaviour management; mental health support We are also extremetygrateful for all the support from local companies for volunteering at our sites across the county. We were delighted to host Zurich Financial, Thales UK, and SES Water. *This is less thon previousyears, due to chonges in the Early Help mentoring progromme 30 Trustees Our Board of Trustees are volunteers responsible for governing the Trust and directing how it is managed and run. We are privileged to be joined by people who bring a wide range of skills and experiences from business, charity, and our local communities. Together they help drive our work and ensure we make the greatest difference we possibly can. As a board, our Trustees meet six times a year to review strategic priorities and ensure due diligence of responsibilities and overall management of the Trust, including monitoring of policies and the Trusfs Risk Register. As individuals, each Trustee supports a specific programme or strategic priority through regular meetings and visits. John Chaplin - Chalr John started work for Mobil in the North Sea and then lived and worked around the world in a variety of assignments, returning to the UK to become Chairman of Esso UK. He now pursues his interests of travel, hill walkin& flying and volunteering. John sits on the Investment Committee. Richard Whittington DL- Wice Chair Richard is involved with the community through the Surrey Lieutenancy, the High Sheriff Youth Awards, and the Gordon Foundation. Richard is also a Vice.President of the Community Foundation for Surrey. Richard is the nominated Trustee for Health and Safety. Paul Downes- Treasurer Paul is a Chartered Accountant who spent 30 years working in banking and private equity. Paul is also the Chair of the Horsell Common Preservation Society and HonoraryTreasurer of the Community Foundation for Surrey. Paul sits on the Investment Committee. Tracey Cater MCIPD Tracey has been a qualified HR practitioner for more than 30 years and currently works as an HR Consultant advising and supporting many different types of businesses and charities. She is a mental health first alder and a member of the Chartered Institute of Personnel & Development. Tracey became a Surrey Care Trust volunteer mentor in February 2021 which she believes enhances her role as a Trustee with the Trust. Tracey was appointed in September 2024. 31 Phll Osborne As Head of Surrey County Council's Early Years and Childcare lin 20021. Phil oversaw the establishmeni of a network of Sure Start Children's Centres across the county. Before retirin& Phil was a part-time Children's Social Worker with Hampshire County Council. Phil sits on the Safeguarding Committee, the STEPS Management Committee, and the Family Centre Group. Natalie Payne Natalie is a Partner at Morr & Co solicitors, an honorary legal adviser for the Citizen's Advice Bureau. and has mentored students at the University of Kent and the College of Law. Natalie is also a keen athlete and has completed various challenges to raise money for charity. Kari Pridden Kari spent 15 years in the oil and gas industry after which she became a NHS speech and Language Therapist. Kari provides Speech and Language support to the Family Centre and slts on the Family Centre Group. Julie Richardson Julie is the HR Lead at Southwark Diocesan Board of Education, supporting 106 schools and leading on HR for the Board itself. Prior to this,Julie was Director of HR at The Howard Partnership Trust. and the Head of Education HR at Babcock 4s.Julie resigned as a Trustee in July 2024. Ron Searle Ron has worked in education for 30 years. He was Chair of the Surrey Secondary Headteachers, Council, sitting on the Surrey Safeguarding Children 8oard, SEND Governance Board, School Improvement Partnership Board and Schools Forum. He has served on the corporation of a General FE college, as governor of a primary federation and continues to serve as Chair of Trustees of an Alternative Provision Multi-Academy Trust IIEn. He is now an independent educational consultant working with schools across the country. Dr Naomi Win5tone Naomi is Profe550r of Educational Psychology and Director of the Surrey Institute of Education at the University of Surrey in Guildford, a Principal Fellow of the Higher Education Academy, and a National Teaching Fellow. Naomi previously worked as a Volunteer Mentor in the Waverley area. Vlvlenne Wlnter Stuart Vivienne spent 30 years working in the IT industry ending as an international senior projects director and now uses her skills to benefit the voluntary sector. As well as being a Trustee. Vivienne is also a Volunteer Mentor and Skipper on our Swingbridge Community Boats. 32 QUALITY AND ASSURANCE Fundraising 2023-2024 was another full year for the Trusys fundraising. We saw our Steps 2 Work Wellbeing programme established after securing Surrey County Council's largest Mental Health Investment grant and expanded our Outside & Active courses thanks to matched funding from the National Lottery. Our events actlvlty Saw us host the largest ever Surrey 5 Peaks Hikeathon and our latest Firewalk. We were also extremely grateful to Trustee, Ron Searle, who helped us raise thousands of pounds from his reading of Charles Dickens, Christma5 Carol. And. thanks to the help of our Patron Drjulie Llewelyn, we were a150 delighted to launch the Trusvs first fundraising campaign, Nurture. Flourish, Thrive.. o Surrey where all children ondyoung people con succeed, designed to secure the funding we need to re-establish our Youth & Family mentoring in key areas. In summary, thanks to this generosity and that of the many charitable trusts, companies, community groups, philanthropic individuals, and through a robust approach to new funding opportunities, the Trust raised £489.000 to help deliver its key aims. A further £44.000 was raised by supporters who participated in our events. Research Following the end of our Early Help contract with Surrey County Council in March 2024, we have reviewed the outcome data of four years mentoring to young people and families across Surrey. While there have been few surprises, we are delighted that our anecdotal evidence has proved correct. This research has been used to inform the delivery and location of our Youth & Family Mentoring development and the associated fundraising campaign,- we look forward to sharing the results of this research in early 2025. 33 The whole experience is a powerful way to give back to your community. Quality Accreditation We invest in nationally-recognised external accreditation to demonstrate the quality of our work and ensure we seek to continually improve the way we run our services. Our accreditations are.. National Community Boats Association (NCBA} Accredited Training Centre Status ISO 9001 2015 City & Guilds Accredited Centre Cyber Essentials A record number of walkers took part in Surrey 5 Peaks 2023 36 Governance. Structure and Management Company number 01658859 Charity number 285543 Registered office and operational address Astolat, FF12. Coniers Way, New Inn Lane. Guildford, Surrey, GU4 7HL Bankers CAF Bank Ltd 24 Kings Hill Avenue Kings Hill, West Malling Kent ME19 4JQ Barclays Bank PLC 6 Clarence Street Kingston Upon Thames Surrey KT1 1 NY Investment Managers Flagstone I st Floor, Clareville House 26-27 Oxendon Street London SW1Y 4EL CCLA 1 Angel Lane London EC4R 3AB Solicitors Barlow Robbins LLP The Oriel, Sydenham Road, Guildford, GU13SR Auditors Wainer Wilde Limited, Chartered Certified Accountant5 4 Marigold Drive. Bisley, Surrey, GU24 9SF I like the work l am speakin to so manypeople an the majority seem to just need someone to talk to,. someone who will listen and who will care about them. 37 President Sir Adrian White CBE. DL. Csci. D.Univ Patrons HM, Lord-Lieutenant of Surrey, Michael More-molyneux Mr David Hypher 08E DL Dr Julie Llewelyn DL Sir Richard Stilgoe OBE DL Mr Andrew Wates OBE DL Trustees, who are also directors under company law, who served during the year and up to the date of this report were as follows: Ms Tracey Cater (appointed 21.1020241 Mr Phil Osborne Ms Natalie Payne Mrs Kari Pridden Ms Julie Richardson (resigned 1.72024) Mr Ron Searle Dr Naomi Winstone Mrs Vivienne Winter Stuart Chairman Mrjohn Chaplin Vicechairman Mr Richard Whittington DL Treasurer Mr Paul Downes FCA ATII Chief Executive Mr John Downing Secretary Mr Richard Whittington DL 38 Financial Review Total Income for the year to 31 July 2024 increased by 5.696 to £1.977,550 compared to £1,872,109 in 22123. There has been significant growth in our Skills to Thrive income and activity whilst the end of funding for Early Help mentoring in March 2024 led to a decrease in our Flourishing Families Income. Expenditure remaineLI steady overall at £1,797,264 compared with £1,760,943 in 22123. The Trust produced a surplus of 9%1£180,2861 in 23124 compared with 6% (£111,166) in 22123. Reserves The Board has assessed potential risks and from this drawn a Reserves Policy that will enable us to both invest as much as possible to support our beneficiaries and ensure the Trusvs long-term sustainability, stability, and resilience. Reserves are maintained to be used in the event of unexpected demands on resources and the risk of income becoming unavailable. These include: Income funds ceasing e.g., Contracts or Grants not being renewed - funds would be needed to buy time for alternative income streams to be sought or to ensure redundancy costs could be met Covering the risks of unforeseen emergency or other unexpected need for funds, e.g., an unexpected large repair bill or covering long-term sickness Unexpected calls for funding to develop new opportunities or begin new projects which may require up front expenditure or match funding Short term deficits in cash flow At the close of this year our unrestricted reserves were £829,492 compared to £649,206 in 22123. £85,000 of this has been designated in the accounts for future spending on Families First and mentoring work. Full details of the results for the year are given in the audited financial statements included in this report. 39 Risk Management We maintain and develop our risk management process and procedure throughout the year to address significant risks. Mitigating factors are identified for each risk and reflected in the scoring of both probability and impact. An in-depth review of risk throughout Surrey Care Trust is undertaken on a regular basis by operational managers, other senior staff and is ultimately overseen by the Board of Trustees who have oversight of the key risks and new risks at Board meetings, and all risks annually. The quantified assessment of risk, the risk management policy. and action plans are agreed at regular meetings throughout the year. The Risk assessment and management process, aligned with recommended practice of The Charity Commission, ensures that.. The identification, assessment and management of risk is linked to the achievement of the charitys operational objectives The process cover5 all areas of risk but is focused primarily on major risks The risk exposure profile reflects the Trustees, views as to the levels of acceptable risk Risk management is ongoing and embedded in management and operational procedures The most significant risks identified during the year included.. Further significant overall reduction in Public Sector funding, notably the loss of the Early Help contract Failure to secure sufficient new funding opportunities to maintain, at a minimum, current turnover Significant shortfall on voluntary fundraising target Serious Health & Safety or Safeguarding failure The loss of staff to deliver programme outcome5 40 The Future As predicted, the past financial year has been one of significant change and transition for Surrey Care Trust. We knew March 2024 would see the end of our successful Early Help contract with Surrey County Council and a reduction of our Youth & Family Mentoring across the county. In preparation, using what we had learnt through our research about the needs of our beneficiaries and what were the most successful strategies employed in our programmes, we instigated regular business development planning and review to secure continuing financial viability. We also reviewed the structure of our programme teams and where we could have greatest impact with limited resources. The result was a successful bid to deliver Surrey County Council's new place based family resilience model - Families First - in Spelthorne,- securing of multi year funding to establish support for people struggling with poor mental health and employment {based on the Steps2Work model),. and a commitment to continue delivering our Youth & Family mentoring (based on the Early Help model); in areas where we can have greatest impact. With this funding, and by streamlining our workforce, we are now in a strong position to support people in numerous areas across Surrey. Our work is now more targeted towards the m05t vulnerable, an important focLAS as we see more and more people with multiple complex issues lon average. one person will present with seven different needs) requiring our flexible approach, diversity of provision, and depth of experience and networks. With a platform of knowledge, stability, and experience, and the enthusiasm, creativity, and passion of our staff and volunteers, we now plan for the next medium term. We will continue to work in collaboration with a wide variety of partners to deliver relevant, responsive, and flexible services that help people develop the skills they need to thrive. to nurture their wellbeing, and create families that can flourish. Our commitment to uniting and empowering communities through volunteering and to supporting, developing, and retaining our staff will also remain a cornerstone of how we work. As we plan ahead to secure the resources we need, we are also open, in the longer term, to opportunities beyond our current geography and potentially broadening our remit, all to ensure we can continue making a meaningful difference to people's lives. Approved byTrustees on 21 stjanuary 2025 and signed on their behalf by: John Chaplin Chairman and Trustee 41 Statement Of Trustees. Responsibilities The Trustees (who are also the directors for the purpose of company lawl are responsible for preparing the Annual Report and the financial statements in accordance with applicable law and regulations. Company law requires the Trustees to prepare financial statements for each financial year. Under that law the trustees must prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable lawl. Under company law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to: Select suitable accounting policies and then apply them consistently,. Observe the methods and principles in the Charities SORP; Makejudgments and accounting estimates that are reasonable and prudent: State whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements,. and Prepare the financial statements on the going concern basis unless it 15 inappropriate to presume that the charitable company will continue to operate The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charitable companys transactions and disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the company and hence for taking reasonable Steps for the prevention and detection of fraud and other irregularities. Trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions. The Trustees confirm that so far as they are aware. there is no relevant audit information las defined by section 418131 of the Companies Act 20061 of which the charitable companys auditors are unaware. They have taken all the steps that they ought to have taken as trustees in order to make themselves aware of any relevant audit information and to establish that the charitable company's auditors are aware of that information. These Financial Statements were approved by the members of the Board on 21stJanuary 2025 and are signed on their behalf by: PadDowned Paul Downes Trustee and Treasurer FC& ATII. 43 INDEPENDENT AUDITORS, REPORTTO THE MEMBERS OF SURREY CARE TRUST Opinion We have audited the financial statements of The Surrey Care Trust {the'charitable company) for the year ended 31 July 2024 which comprise Statement of Financial Activities. Balance Sheet. Statement of Cash Flows and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice). In our opinion. the financial statements- Give a true and fair view of the state of the charitable companys affairs as at 31 July 2024 and of its incoming resources and application of resources, including its income and expenditure, for the year then ended: Have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice.. and Have been prepared in accordance with the requirements of the Companies Att 2006 Basis for Opinion We conducted our audit in accordance with International Standards on Auditing IUK)11SAs IUK}) and applicable law. Our responsibilities under those standards are further described in the Auditors responsibilities for the audit of the financial Statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the U K including the FRCS Ethical Standard. and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. Conclusions Relating to Going Concern In auditing the financial statements, we have concluded that the Trustees. use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions thaL individually or collectively, may cast significant doubt on the entity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the Trustees with respect to going concern are described in the relevant sections of this report. Other Information The Trustees are responsible for the other information. The other information comprises the information included in the Trustees, Report other than the financial statements and our auditor's report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report we do not express any form of assurance conclusion thereon. In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so. consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard. 45 Opinions on other matters prescribed by The Companies Act 2006 In our opinion, based on the work undertaken in the course of the audit.. The information given in the Trustees, report, which includes the directors, report, prepared for company law purposes. for the financial year for which the financial statements are prepared is consistent with the financial statements,. and The directors, report included within the Trustees, report has been prepared in accordance with applicable legal requirements Matters on which we are required to report by exception In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees, report. We have nothing to report in respect of the following matters In relation to which the Companies Act 2006 requires us to report to you if. in our opinion.. Adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us.. or The financial statements are not in agreement with the accounting records and returns: or Certain disclosures of Trustees. remuneration specified by law are not made- or We have not received all the information and explanations we require for our audit,- or The Trustees, were not entitled to prepare the financial statements in accordance with the small companies regime and take advantage of the small companies, exemptions in preparing the Trustees, report and from the requirement to prepare strategic report Responsibilities of Trustees As explained more fully in the Trustees, responsibilities statement set out on page 22 the Trustees (who are also the directors of the charitable company for the purposes of company lawl are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements. the Trustees are responsible for assessing the charitable companys ability to continue as a going concern, disclosing, as applicable. matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so. 46 Auditor's Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditorfs report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAS IUKI will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. Irregularities, including fraud. are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. These matters were discussed amongst the engagement team at the planning stage and the team remained alert to non-compliance throughout the audit. We assessed the susceptibility of the companls financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by.. Making enquiries of management as to where they considered there was susceptibility to fraud, their knowledge of actual, suspected and alleged fraud., Considering the internal controls in place to mitigate risks of fraud and non-compliance with laws and regulations.. and Testing controls with walk through procedures and substantive transaction testing,. To address the risk of fraud through managemen( bias and override of controls, we: Performed analytical procedures to identify any unusual or unexpected relationships,. Tested journal entries to identify unusual transactions., Assessed whetherjudgements and assumptions made in determining any accounting estimates were indicative of potential bias- Investigated the rationale behind significant or unusual transactions No instances of material non-compliance were identified. However, the likelihood of detecting irregularities, including fraud, is limited by the inherent difficulty in detecting irregularities, the effectiveness of the entitys controls. and the nature, timing and extent of the audit procedures performed. Irregularities that result from fraud might be inherently more difficult to detett than irregularities that result from error. A5 explained above, there is an uriavoidable risk that material misstatements may not be detected. even though the audit has been planned and performed in accordance with ISAS IUKI. A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: // report. This description forms part of our auditorfs 47 Use of our report This report is made solely to the charitable companys members. as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable companys members those matters we are required to state to them in an auditorfs report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable companys members as a body, for our audit work, for this report, or for the opinions we have formed. frfuJL_ Frances Wilde FCCA MBA DChA PgDip Senior Statutory Auditor For and on behalf of: Warner Wilde Limited Statutory Auditors Chartered Certified Accountants 4 Marigold Drive, 8isley. Surrey, GU24 9SF Date.. 21 gtjanuary 2025 48 Balance Sheet For the year ended 31 July 2024 2023 Note Fix•d a$￿t3 Tangible assets Investments >1￿48 279A69 35J)85 249,088 Total fix•d assets 310J17 284173 Curr•nt ass•ts Debtors Cash at bank and In hand io 212,763 743,597 256499 526,534 956360 783￿33 Liabilities Creditor5.' amount5 due within one year li 437J85 418,01)0 N•t eurr•nt I￿•ts 513,975 365,033 N•t as$•ts 12 829A92 649,206 Funds 13 Restrirted funds Unrestricted Reserves General Fund Revaluation Resetve 684A92 30XIOO 30000 35XIOO 50POO 589206 30,000 30X*OQ Designated Fund Swingbrldge Designated Fund Families First Designated Fund Mentoring Total charfty funds 829A92 649206 These financial statements have been prepared In accordance with the specific promslons applicable to companles subject to the small companies feglme. Approved by the Trustees on the 21st January 2025 and signed on theif behaLf by PadDownos Paul Downes FCA ATII John Chaplin 49 Statement of financial activities (incorporating an income and expenditure account} For the year ended 31 July Unrestricted Unrestrlcted General Designated 2024 Total 2023 Total Note Restricted Income and Endowrnents from: Donations Trading activities Fundraising events Charltable actlvltles skiiis to Thrive Flourishing Familie5 NurtLtre through Nature Investment income 398.795 90.264 489,059 477￿41 44.194 44.194 38.139 70.173 298,884 i.iis 530.466 480.828 11.139 51.692 600.639 T19.712 12.254 51.692 420J69 921383 8A20 6￿57 Total incom• 768 967 1208 583 1.977.550 72,109 Expenditure on: Ralsing funds Fundraising and marketing Fundraising events 197,41S 11.623 209.038 197,415 11,623 209.038 201.928 11285 213215 Charitable activities skills to Thrive Flourlshlng Famllles Nurture through nature 304,679 3S3,505 110,783 361.765 433.888 23,606 666.444 568248 787.393 897,699 134.389 81.783 Total •xpenditure 768.967 1,028.297 1.797.264 1.760.943 N•t incom•/l•xp•nditur•} 180,286 180,286 111.166 N•t movément in funds Transfer between funds Reconciliation of funds Total funds brought forward I85,￿0) 95,286 619.206 85.000 85,000 30,000 180,286 649.206 111,166 538x140 Totsl fvnds ¢•rri•d foThY•rd 714,492 115,000 829,492 649206 All of the above results are derfved from contlnulng actlvltles. There were no other recognlsed gains or losses other than those stated above. Movements in funds are disclosed in Note 13 to the financial Statements. 50 Statement of cashflows For the year ended 31 July 2024 2023 R•conciliation of n•t •xp•nditur• to n•t cash flow from op•rating acti¥it••s: Net Income for the year 180286 111,166 Adlustments for: Loss on Investment 130381) 1,012 Depreciation charges 41137 8.868 Interest 151,692) 16.0571 Increase In debtors 43.736 1184.820) Increase In credltors 19385 119.359) N•t caih provid•d/lus•d) by op•ratinB actiYiti•s: 165.371 189.1901 Ca$h Ilows from inv•$tin8 artiviti•s: Purthase of equipment 11,800) Purchase of Investments 1250,100) Interest 51.692 6.OS7 N•t uih provid•d/lus•d) in inv•sting •rtiviti•s 51,692 1245,8431 Change cash and cash equivalents in the year 217,063 1335,0331 Cash and cash equlvalents at the beginning of the year 526.534 861,567 Cash and cash equivalents at the end of the year 743.597 S26 534 51 Notes to the Financial Statements 1.1 Basis of Preparation These financial statements have been prepared under the historical cost convention and in accordance with the Accounting and Reporting by Charities: Statement Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 102112nd Edition, effective January 20191, "Charities SORP" and Companies Act 2006. The charity meets the definition of a public benefit entity as defined by FRS102. 1.2 Going Concern The trustees have assessed whether the use of the going concern basis is appropriate and have considered possible events or conditions that might cast significant doubt on the ability of the charity to continue as a going concern. The trustees have made this assessment for a period of at least one year from the date of approval of the financial statements. Sn particular. the trustees have considered the charity's forecasts and projections th roughout the year. After making enquiries, the trustees have concluded that there is a reasonable expectation that Surrey Care Trust has adequate resources to continue its activities for the foreseeable future. Accordingly, they continue to adopt the going concern basis in preparing the fi nancial statements. 1.3 Income Income received by way of donations is included when the charity is legally entitled to the income, it is probable that the income will be received. and the amount can be quantified with reasonable accuracy. All grants and contractual payments are included on a receivable basis. Contrart Income is recognised a5 It is earned. Income with performance-related conditions received in advance of delivering specified goods and services, or income with a time restriction placed on it by the donor, is deferred until the donor-stipulated criteria are met. Income is also deferred if it is probable, it could become refundable or if it is received in advance for a future accounting period. Gifts in kind and donated services have been included at the lower estimate of their value to the charity and their estimated open market value. No amount has been included for services donated by volunteers. 52 Notes to the Financial Statements- contd. 1.4 Fund Accounting Restricted funds are those received for undertaking an activity specified by the donor when making the gift. Expenditure which meets the specified criteria is allocated to the fund alongside appropriate Support costs. General funds are unrestricted funds given freely to the charity that can be applied at the discretion of the trustees in accordance with the objectives of the charity. Designated funds are funds set aside by the trustees otjt of unrestricted funds for specific purposes. 1.5 Expenditure All Expenditure is recognised on an accruals basis and allocated to the appropriate heading in the accounts. Expenditure includes attributable VAT which cannot be recovered. Expenditure is allocated to the activity where the cost relates directly to that activity. including directly attributable administrative costs. Expenditure on raising funds includes the direct costs of fundraising activities (which promote fundraising and the activities of the charity generally) and a proportion of support costs. Governance costs are those costs associated with meeting the constitutional and statutory requirements of the charity and include the audit fees and costs linked to the strategic management of the charity. Support costs are those costs which enable fundraising and charitable attivities to be undertaken. These costs include finance, human resources, premises, insurance, IT, legal and governance costs. These are apportioned based on the proportion of staff costs incurred in each activity to the whole. Support costs are re-allocated to each of the activities on the following basis. which is an estimate, based on staff costs, of the amount attributable to each activity: 2024 2023 Fundraising Skills To Thrive 14% 14% 39% 36% Flourishing Families 4096 46% Nurture through Nature 4% 53 1.6 Tangible Fixed Assets and Depreciation Items of equipment are capitalised where the purchase price exceeds £700. However, where specific programme funding is provided for the acquisition of fixed assets these costs are only capitali5ed if their individual cost is in excess of £2,000. Depreciation costs are allocated to the activities where the asset is used. Assets are reviewed for impairment if circumstances indicate their carrying value may exceed their net realisable value and value in use. 1.7 Investments Investments are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. The statement of financial activities includes the gains and losses arising on revaluation and disposals throughout the year. 1.8 Cash Management Cash not required for day-to-day operations, but for the medium term, is placed with Flagstone via the CAF Bank on deposit, having regard to the duration, amount relative to the FSCS limit and credit rating of the institution concerned. 1.9 Debtors Short term debtors are measured at transaction price, less any impairment. Loans receivable are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method. less any impairment. 1.10 Creditors Short term trade creditors are measured at the transaction price. Other financial liabilities, including bank loans. are measured initially at fair value, net of transaction costs. and are measured subsequently at amortised cost using the effective interest method. Deferred income represents grants and contract funding relating to a future period. 1.11 Pensions The charity has incurred costs in relation to the defined contribution scheme, which are included in staff pension costs. In 2024 Local Government Employeesjoined the trust under Tupe regulations continuing their pension arrangements. The Trust has obtained admitted body status to provide for these pensions and has received confirmation that no prior liability exists. 54 Notes to the Financial Statements. contd. For the year ended 31 July 2. Donationi 2024 Total 2023 Total Restricted Unrestrlrted Corporate donations Individsjal and community donations Legacies Gifts in klnd Grants 4,704 42,860 10.000 5204 42.910 io,ooo 13.000 417.945 1,580 90,902 13,000 385 245 13,OLJ) 372059 Total 398 795 477 541 3. Fundraising •v•nts 2024 Total 2023 Total Restrlcted Unrestrirted Surrey 5 Peaks 26 mile walk London Marathon12 events in 20221231 Swlngbridge Santa Cruises Other Events Supporter-led Events Gala Dinner 19,566 7,602 6,916 7.724 2.386 19.566 7.602 6,916 7.724 2.386 18,380 6,211 2,688 Total 55 41 th N (o ￿￿1 NO e44 qr N ftl •1 V Ln Ln th ¢y) D) rn %* M C Tr4 Ln 0¢m￿m0 In co t•l Fundi 2023 Tangible fixed assets Current Assets Current LJabllltle5 254,173 783,033 418.C 284,173 783￿3* 418WO Ngt 455•ts at JI July 2023 649 59 Mowm•nts in funds 2023 In￿me Expenditure Transfers 2024 R•strlrt•d funds: Skllls to Thrlve Flourishing Families Nurture through Nature 304,679 353,505 110,783 1304,6791 1353.5051 110.7831 Total r•rtfl