CAntOUC FELLOWSHIP (DIOCESE OF SALFORD) YEAR ENDED 30 SEPTEMBER 2023
CHAIR'S PERSONAL REPORT FOA TiiE YEAR
Chair
At the AGM held in Burnley in June 2023, I was confirmed as Chairman. Kim Talbot re[p] laced Della Tyrren as Depu[ty ] Chairman. Emma Johnson remains Secretary to the Board.
Structure and Membership
The Fellowship sustain its structure of three main local groups: South Manchester Qncorporating Salford[)] , North Manchester (Incorporating Mida1eton[)] , and Burnley and Pendle.
Exec:uttve Committee
The Executive Committee with the Board of Tru stees met four times during the year - November 2022[; ] March, June and September 2023. We met to monitor the charity's financial performance and to co-ordinate, with the Events' Team, the various[g] roup activities including our Annual Mass at St John's Cathedral (8.10.22[)] . a Christmas Meal[(] 3.12.23[)] . New Year Social[(] 29.1.23[)] , a Coronation Pa[rty (] 21.5.23[); ] and the Human Dignity Celebration at St John's Cathedral, Salford in collaboration with Caritas and our Accessibility Co-Ordinator which took the place of our traditional Annual Mass (16.9.23). In June, several trustees attended the National AGM in Nuneaton, the first since Covid. Our trustee Dr Edward Whelan acts as De[p] uty Chairman of the National Catholic Disability Fellowship and I was appointed[j] oint-secretary at this meeting.
Activit es and Events
The Diocesan Events' Team, set u[p ] in 2021, continues to organize and develop our social cel ation calendar. Our social activities have been successful and attract good interest. althou[g] h transport to venues can be chaUenging at times[coup] led with the effects of covid recove[ry ] - ie[peopl] e slow to gain oonfidence in mixing again.
We continue to work in partnership with Caritas in su[p] portin[g ] and collaborating with Dr Minna Moffatt Feldman, Diocesan Accessibility Coordinator and, through a generous and anonymous donation, have been abte to part-fund this[pos] t for a second year to enable her to continue to work for better enablement and empowerment of people who may be excluded from full participation In our churches and parishes in the diocese. I continue to be[p] roud to be part of this pro[j] ect.
Our traditional Annual Mass combined with the work of Dr Minna M-F and was[rep] laced on 16 September 2023 by a Mass of Celebration of Human Digni[ty] , held at Salford Cathedral w[h] ich involved several organisations workin[g ] with[marg] inalised and excluded peo[pl] e. This may continue to be the pattern for the lJture whilst CFH retains its own celebration of Mass on a smaller scale.
I am sad to re[port ] the deaths of Francis Walsh and Pauline Zagaroli -both ve[ry ] long-serving worke s for our Felowship. Francis, our former Accountant who retired last year after almost twenty years ve[ry ] dedicated work on our behalf. Pauline was a trustee and a volunteer with the South Manchester[g] roup for ve[ry ] many years. She was carer for her brother, Frank and a committed leader of the S Manchester Saturday Club. Both Francis and Pauline are ve[ry ] missed. Ma[y ] they rest in peace. We thank their . families for their generosity in sharing them with the Feffowsh[ip]
Finally. I e[xpr] ess my ve[ry ] sincere and heartfelt grati ude 10 all our tTustees and other volunteers who work hard to bri[ng ] su[ppo] rt and enablement to our members.
For the future, I would like us to continue to work in partnership with Caritas and our Diocesan Accessibility Coordinator to help to create welcoming parishes throughout the Diocese of Salford where all can have a sense of fulfilment in faith and community nte.
Page 2
CAntOUC FELLOWSHIP (DIOCES OF SALFORD) YEAR ENDED 30 SEPTEMB R 2023 TRUSTE S' REPORT
The trustees present their report and the financial statements for the year ended 30 September 2023. This report is prepared in accordance with the Fellowship's constitution and the Charities SOAP (FAS 102) • Update Bulletin issued in October 2018 and complies with the Charities Act 2011.
lon ConstJtu
The Fellowship is administered in accordance with its constitution, most recentfy amended on 24 June 2001. That document provides for the Executive Committee (the Board of Trustees) to be elected, in the main, by the Fellowship's membership at large at the An ual General Meeting. It also allows the Executive Committee to c»-opt up to four additional trustees to its ranks. Currently there is one co-opted trustee. The elected officers serve a three-year term which is renewable. The other el[e] cted trustees, two from each of the three ongoing groups, serve a one-year term which is also renewable.
Ot>Jects
The objects of the charity are as follows:
a) To support people of the Roman Catholic Faith and others who have physical, sensory or learning disabflities (''the beneficiaries; and their families and carers.
b) To give spiritual support to members of the Roman CathoHc Faith and to participate in faith sharing activities.
c) The provision of, or assistance in the provision of, facilities for recreation or other leisure time oc upation of the beneficiaries provided in the interest of their social welfare and with a view to improving their condition of life.
Publfc Benefit
The trustees of the charity in carrying out the activities identified In the Chair's personal report in fulfilment of the above objects, firmly believe that they complied with the duty under section 4 of the Charities Act 2011 to have due regard to the public benefit guidance published by t[h] e Charity Commission In determining the activities of the charity.
Tn,atees
The trustees of the charity, all of whom served throughout the year ended 30 September 2023 except where stated, are shown on page 1. The two honorary officers, also shown on Page 1, are not trustees of the charity.
Page3
CATHOUC FELLOWSHP (DIOCESE OF SALFORD) YEAR ENDED 30 SEPTEIIB R 2023 TRUSTEES' REPORT
Independent examiner's report to the trustees of catholic FeHowshlp
I report to the trustees on my examination of the accounts of Catholic Fel owship for the year ended 30 September 2023 which are set out on pages 8 to 19.
This report is made solely to the charity's trustees, as a body, in accordance with section 154 of the Charities Aci 2011. My indep ndent examiner's work has been undertaken so that I might state to the charity's trustees those mattefS I am required to state to them in an independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity, the charity's members as a body and the charity's trustees as a body for my independent examiner's work, for this report, or for the opinions I have foml8d.
Respon9'bilties and basis of report
As the charity trustees or the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act'). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in canying out my examination I have fol owed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act
Independent examiner's statement
I have oompleted my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to befieve that in any material respect:
1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records: or
3. the accounts do not comply with the ap licable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
CroweU.K. LLP The Lexicon 10-12 Mount Street Manchester M25NT
7 Page
| STATEMENF | OFFINANCIALAcTlvmES | OFFINANCIALAcTlvmES | |
|---|---|---|---|
| ASAT | 30SEPTEMBER2023 | ||
| Notes | 2023 | 2022 | |
| £ | £ | ||
| INCOMING RESOURCES FROM: | |||
| CharitableActivities | - | ||
| - | |||
| OtherSources | 3 | 45370 | 17,415 |
| Total Incoming Resources | - | ||
| 45,370 | 17,415 | ||
| RESOURCES EXPENDEDON | |||
| Raising Funds | 4 | 10,660 | 6,771 |
| Chaiitab4eActivities | 5 | 51170 | 18,974 |
| Total Resources Expended | - | ||
| 61850 | 25,745 | ||
| NETOUTGOING RESOURCES | (16,480) | (8,330) | |
| TOTALFUNDSBROUGHT FORWARD | 133,619 | 141,949 | |
| TOTAL FUNDS CARRIED FORWARD | 117.139 | 133,619 |
| Notes | 2023 | 2022 | |||
|---|---|---|---|---|---|
| £ | £ | £ | £ | ||
| ASSETS | |||||
| FIXEDASSETS | |||||
| Tangible Fixed Assets | 6 | 6,128 | 8,497 | ||
| CURRENTASSETS | |||||
| Debtors | 7 | 66 | 297 | ||
| Cash at Bankand in Hand | 8 | 115,576 | 126,923 | ||
| 115642 | 127,220 | ||||
| CURRENT LIABILITiES | |||||
| Creditors Falling Due Within One Year |
9 | 4,631 | 2,096 | ||
| NETCURRENTASSETS | 111011 | 125,122 | |||
| NETASSETS | 117139 | 133.619 | |||
| FUNDS | |||||
| UNRESTRICTED FUNDS | |||||
| DesignatedFunds | 10 | 86,983 | 88,790 | ||
| Earmarked Funds | 11 | 9,925 | 18,315 | ||
| General Fund | 11 | 20,231 | 26,514 | ||
| 117,139 | 133,819 |
| OTE 3 INCOMING |
RESOURCES FROM OTHER | SOURCES | |
|---|---|---|---|
| 2023 | 2022 | ||
| £ | £ | ||
| 3.1 Voluntary Income | Subscriptions | 515 | 555 |
| Donations | 26,972 | 1,211 | |
| Funeral Collections | - | 300 | |
| Levy | 200 | - | |
| Total | 27,687 | 2,066 | |
| 3.2 Income from Fundraising Activities | |||
| Shop Trading | 15,440 | 15,009 | |
| Draw/BaNGs | - | ||
| - | |||
| 15,440 | 15,009 | ||
| 3.3 Investment Income | Bank Interest | 28 | 2 |
| GOlF Interest | 2,215 | 338 | |
| Total | 2,243 | 340 | |
| OVERALL TOTAL | 45,370 | 17,415 |
| NOTE 4 | RESOURCES EXPENDEDON | RAISING | RAISING | ||
|---|---|---|---|---|---|
| FUNDS | 2023 | 2022 | |||
| £ | £ | ||||
| Burnley Shop Direct Operating Costs | 10,680 | 6,771 | |||
| 10,680 | 6,771 | ||||
| NOTE S | RESOURCES EXPENDED ON CHARITABLE ACTIVITIES | ||||
| 5.1 Direct Costs | |||||
| Transport Costs and Minor Trips Costs of Christmas Parties/Gift Vouchers |
4,970 2,137 |
3,171 512 |
|||
| Total | 7,107 | 3,683 | |||
| 52Support Costs | |||||
| Insurance Postage, Printing and Stationery Licenses and Subscriptions Catering Accountancy Fee Co-ordinator tee Sundry Expenses Sank Charges |
1.384 380 2,207 2,780 31,970 1,158 15 |
260 310 30 1,235 700 9,750 487 96 |
|||
| Total | 39.894 | 12,868 | |||
| 5.3 | Governance Costs | ||||
| Examiner’s Fee | 1,800 | - | |||
| Total | 1,800 | ||||
| 5.4 Depreciation | |||||
| Equipment Minibus |
120 2,249 |
174 2,249 |
|||
| Total | 2,369 | 2,423 | |||
| OVERALL TOTAL | 51,170 | 18,974 | |||
| Page | 13 |
| ——-2023-—— | ——-2023-—— | |||||
|---|---|---|---|---|---|---|
| Minibus | Projection | Sports | Total | |||
| NOTE | 6 | TANGIBLE FIXED ASSETS | £ | Equipment £ |
Equipment £ |
£ |
| Cost brought forward/carried forward | 14,995 | 868 | 349 | 16,212 | ||
| Depreciation broughtforward | 6,618 | 748 | 349 | 7,715 | ||
| Charge for the year | 2,249 | 120 | - | 2,369 | ||
| Depreciation carried torward | 8,867 | 868 | 349 | 10,084 | ||
| NET BOOK VALUE 30/09/2023 | 6,128 | - | - | 6,128 | ||
| 30/09/2022 | 8,377 | 120 | - | 8,497 |
| NOTE | 7 | DEBTORS | 2023 | 2022 | |||
| £ | £ | ||||||
| s.l | 2022/2023 Prepaid expenditure | ||||||
| Vehicle Expenses | - | 194 | |||||
| Insurance | 66 | 103 | |||||
| Total | 66 | 297 | |||||
| 4 | 2023 | 2022 | |||||
| Cash | GOlF | ||||||
| at | Balance | Total | Total | ||||
| Bank | £ | £ | £ | ||||
| NOTE8 | CASHATDANKANDINHAND | £ | |||||
| Middleton Group (Residue) | - | - | - | 123 | |||
| North Manchester and | - | 6,384 | 6,384 | 6,644 | |||
| Middleton Group | |||||||
| South Manchester and Salford Group |
- | 10,488 | 10,4.88 | 11,558 | |||
| South Manchester Saturday | - | - | - | 186 | |||
| Club | |||||||
| Burnley & Pendle Group | 55,795 | 4130 | 59,925 | 54,961 | |||
| Designated Funds Total | 55,795 | 21,002 | 76,767 | 73,472 | |||
| Diocesan Group Respite Fund | - | 5,498 | 5,498 | 5,307 | |||
| Diocesan Group Events Acct | 4,529 | - | 4,529 | 3,340 | |||
| Coordinator Role | - | - | - | 9,770 | |||
| Earmarked Funds Total | 5,498 | 10,027 | 18417 | ||||
| Diocesan Group General Fund | 730 | 28,022 | 28,752 | 35,033 | |||
| CHARITY TOTAL | 61,054 | 54,522 | 115,576 | 126,923 |
| Balances | <--Movement in | <--Movement in | Year--> | 8alances | |||
|---|---|---|---|---|---|---|---|
| NOTE1O | 30.9.22 £ At |
Surplus (Deficit) £ £ |
Reallocations £ |
Rounding Adjmnts £ |
30.9.23 £ at |
||
| Middleton Group North Manchester and Middleton Group |
123 11,357 |
243 | (123) | (500) | 11,100 | ||
| South Manchester and Saltord Group |
11.605 | 393 | (1,464) | 10,534 | |||
| South Manchester Saturday Club | 480 | 40 | (226) | 294 | |||
| Burnley & Pend(e Group | 65,225 | (170) | 65,055 | ||||
| Designated Funds Total | 88,790 | 676 | (293) | (2,190) | 86,983 | ||
| NOTE 11 | |||||||
| Diocesan Group - Respite Fund Diocesan Group -Events Account Disability Co-OrdinatorFund |
5,307 3,238 9,770 |
191 | (5,801) (9,620) |
6,990 (150) |
5,498 4,427 |
||
| Earmarked Funds Total | 18,315 | 191 | (15,421) | 6,840 | 9,925 | ||
| Diocesan Group - General Fund | 26,514 | (1,633) | (4,650) | 20,231 | |||
| CHARITY TOT AL | 133,619 | 867 | (17,347) | - | 117,139 |
| NOTE 12 ALLOCATION OF | NET ASS | ETS TO | FUNDS | |||
|---|---|---|---|---|---|---|
| Fixed Assets |
Debtors | —Assets BardcJCOIF |
Total | Creditors | Net Funds |
|
| Earlier Note reference | 6 | 7 | 8 | (A) | (8) 9 |
(A-B) 10111 |
| £ | £ | £ | £ | £ | £ | |
| North Manchester and Middleton Group |
6,384 | 6,384 | 6,384 | |||
| South Manchester and Middleton Group |
10,488 | 10,488 | 10,488 | |||
| Rurnley & Pendle Group | 6,128 | 66 | 59,925 | 66,119 | (431) | 65,688 |
| Designated Funds Total | 6128 | 66 | 76,797 | 82,991 | (431) | 82,560 |
| Diocesan Group - Respite Fund |
5,498 | 5,498 | 5,498 | |||
| Diocesan Group -Events Account |
4,629 | 4529 | 4,529 | |||
| DisabilityCo-ordinator Fund | ||||||
| Earmarked Funds Total | 10,027 | 10,027 | - | 10,027 | ||
| Diocesan Group -General Fund |
28,752 | 28,752 | (4,200) | 24,552 | ||
| CHARITY TOTAL | 6,128 | 66 | 115,576 | 121,770 | (4,631) | 117,139 |