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2023-03-31-accounts

REGISTERED COMPANY NUMBER: 02436644 (England and Wales) REGISTERED CHARITY NUMBER: 702589

REPORT OF THE TRUSTEES AND AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

FOR

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY

SERVICE

D.R.E. & Co. (Audit) Limited 7 Lower Brook Street Oswestry Shropshire SY11 2HG

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

Page
Reference and Administrative Details 1
Report of the Trustees 2 to 9
Report of the Independent Auditors 10 to 13
Statement of Financial Activities 14
Balance Sheet 15 to 16
Cash Flow Statement 17
Notes to the Cash Flow Statement 18
Notes to the Financial Statements 19 to 36
Detailed Statement of Financial Activities 37 to 38

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 MARCH 2023

TRUSTEES J C Francis V Brissett M J Frater C E Roberts (resigned 31.12.22) R A C Roman Cllr P Watling J Smith (resigned 22.5.23) PM Masterman CHIEF EXECUTIVE OFFICER D Gibbon REGISTERED OFFICE Suites 12 & 15 Hazledine House Central Square Telford Shropshire TF3 4JL REGISTERED COMPANY 02436644 (England and Wales) NUMBER REGISTERED CHARITY 702589 NUMBER AUDITORS D.R.E. & Co. (Audit) Limited 7 Lower Brook Street Oswestry Shropshire SY11 2HG

Page 1

Telford and Wrekin CVS Report of the Trustees 2022-2023

FOR THE YEAR ENDED 31 MARCH 2023

The trustees, who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2023. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) ‘Accounting and Reporting by Charities’ effective 1 January 2015.

Structure, governance and management

a. Constitution

The charity is registered as a charitable company limited by guarantee and was set up by a Memorandum of Association, which established the objects and powers of the charitable company, and is governed under its Articles of Association.

The principal object of the charity is:-

To promote any charitable purposes for the benefit of the community in the Wrekin area by assisting the work of the statutory authorities and voluntary organisations engaged in advancing education, furthering health, relieving poverty, distress or sickness, or in pursuing any other charitable purpose. The Company may, at the discretion of the Executive, promote any charitable purpose which shall in addition to benefiting the Wrekin area also benefit any other area within the administrative County of Shropshire.

b. Method of appointment or election of Trustees

The management of the charity is the responsibility of the Trustees who are elected, nominated or coopted under the terms of the Memorandum and Article of Association. The charity Trustees are also Directors of the company.

c. Policies adopted for the induction and training of Trustees

Following interview new Trustees receive an induction which includes being given the NCVO publication, The Good Trustee Guide, Charity Commission guidance – CC3 ‘The Essential Trustee’, the Memorandum & Articles of Association and Strategic Plan. In addition, new Trustees are invited to meet with managers and staff in order to develop an understanding of the work of the charity.

d. Organisational structure and decision making

The Executive Board consists of all of the Trustees and meets 4 times per year for ordinary Board meetings. Additional meetings are held as required. A chair and vice chair are appointed by the Trustees. All members of the Board give their time voluntarily and receive no benefits from the Charity. Any incidental expenses incurred in attending meetings are reimbursed if requested.

In addition, there are three committees – Finance & Management and Human Resources – which meet 4 times a year respectively. Each committee operates under terms of reference with delegated powers from the Board, is chaired by a member of the Board and reports back to the Board. Day to day operational decisions are made by the Chief Executive Officer, who reports to Trustees at each Board meeting.

Page 2

e. Risk management

The Trustees have assessed the major risks to which the charity is exposed, in particular in relation to the operations and finances of the charity and are satisfied that systems and procedures are in place to mitigate exposure to major risks. Work is ongoing to review and document the risks and controls in place.

Objectives and activities

a. Policies and objectives

Our charity’s mission is:

To make a positive difference for the residents of Telford and Wrekin through:

In setting objectives and planning for activities in support of the charity’s objects and mission the Trustees have given consideration to public benefit guidance published by the Charity Commission.

b. Strategies for achieving objectives

The charity strategic aims;

Activities for achieving objectives

The charity continued to achieve its’ current objectives during 2022-2023 through the provision of a range of services to local children and adults – including support for Adult Carers, Young Carers, Information, Advice and Support to parents/carers and children with special educational needs, support for people with autism and a new funding stream to support adults with a learning disability. The charity delivers a volunteer recruitment scheme on behalf of the European Social Fund and Community Fund.

Working alongside Charity Partner, Telford Centre, the charity premises provide a physical ‘front door’ to all services. All teams work out within the community supporting people in their neighbourhoods. Peer support groups and activities have grown during the year reaching both children and adults in a way they did pre-COVID. Referrals into the services have increased each quarter and families have an increased multiple need.

The charity continues to collaborate with the council on the delivery of the Independent Living Centre. Foot fall has increased and cross referrals from and into the ILC continues to grow. The team are regularly onsite ensuring people coming through the additional ‘front door’ get information relevant and a whole family response.

Café Aspire was created offering adults with a learning disability access to health and wellbeing activities, volunteer opportunities and job searching. The exciting project provided a vast range of activities, delivered alongside the Healthy Lifestyle team, ensuring people had support to live well and healthy.

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At the end of the summer the Charity made a quick response to the cost-of-living crisis by opening their premises to become a warm space – a ‘living room’ for people to access a shared lunch, food to take away and energy efficient appliances to take home. In partnership with other organisations, funding and in kind donations from Telford Centre, Veolia and Telford and Wrekin Council ‘Telford Together’ have been nominated for a national award. The sessions addressed social isolation, people in crisis and provided adults with volunteer opportunities.

The last 12 months have seen some exciting developments at the Madeley Community café. The Charity started the year with a vision to build on the fabulous community provision of the café with new and innovative initiatives to increase community engagement.

Working in close partnership with Café Aspire, the café has been integral in facilitating the development of a volunteer programme for adults with a learning disability. The focus was on building confidence and reducing isolation, and developing the skills required to volunteer in a catering setting. There are 6 volunteers based at the Café having completed the program as fully fledged Madeley Café team members, working both front of house and in the kitchen preparing meals for the public.

The charity has continued to work alongside businesses and corporate partners benefiting from just under £27,000 in donations for the year. They commit all donations to making significant changes to people. The income is added value to other funding and enables extracurricular activity for increased wellbeing for the families.

The Executive Board is diverse and innovative, providing challenge and ideas for now and the future. Sustainability in a current moving landscape is critical.

While the ongoing issues of the costs of living crisis continue the charity is dealing with three key pressures:

Volunteers

The charity actively supports volunteering and values the contributions made in direct service provision to our services.

The charity volunteer programme was awarded The Queens Award for Voluntary Service 2016.

Page 4

Project Data Highlights

----- Start of picture text -----
||||| |---|---|---|---| |All Age Carers: Adult Carers (18+)|22/23| |Information, advice and| |Active Roll|3517|support for adults who look| |after a family member or| |Referrals|161|friends with a physical or| |Wellbeing Checkpoint triage + Info and Advice|368|mental ill health or a| |Attendance at activity group/workshop support|139|disability.| |All Age Carers: Young Carers (5-17)|22/23| |Information, advice and| |Active Roll|532|support for young carers,| |and their families, who look| |Referrals|91| |after a family member with| |Number of Young Carers/Parent assessments|13/73|a physical or mental ill| |Attendance at activity group/workshop support|193|health or a disability.| |1-1 Support|24| |All Age Carers: Young Adult Carers (16-25)|22/23|Information, advice and| |support for carers 16-25, to| |Active Roll (16-17)|141|meet their specific age-| |Active Roll (18-25)|54|related needs around| |‘Inbetweeners Group’ Attendance|99|education, leisure and| |employment.| |Telford Autism Hub (18+)|22/23|Enabling adults to| |understand their autistic| |Referrals|364| |2021/2022|identity. Providing first| |Diagnosis received/On waiting list|20|83/269|point of contact for IAG,| |Autism Champion training attendance|56|1-1 support, assessments,| |Community Peer Support sessions and Friday IAG|664|Autism Champion training| |and social opportunities.| |Newsletter distribution per month|413| |Registered to receive ‘Waiting Well’ contact|110| |Telford Children’s Autism Hub (0-18)|22/23| |Open to all children and| |Families on database|284|young people who have a| |New referrals|192|diagnosis of Autism, and| |their families. Celebrating| |‘Coffee & Chat’/’Family Fun’/DUGOUT attendance|515| |their strengths by sharing| |Autism Champion training|34|positive experiences| |Autism West Midlands workshop attendance|115|through a range of support.| |Telford and Wrekin SENDIASS|22/23|Supporting children and| |young people with a special| |Active cases (quarterly)|225| |educational need or| |Emails/’Phone calls|373| |disability, and their parents| |Contacts to service|361|in relation to their education,| |Information/‘Talking SEND’/’Coffee Morning’ attendance|270|health and social care.| |Steering Group attendance|30| |Café Aspire (18+ with a learning disability)|22/23|Supporting adults with| |learning disabilities to| |Registered on to programme and volunteer/employment support|28|reduce health inequalities,| |Completed volunteer programme (+3 on waiting list)|6|increase social inclusion,| |Health and Wellness Fair attendance|140|and increase opportunities| |for volunteering and| |‘Getting Active’ sessions attendance|78|employment.|

----- End of picture text -----

Page 5

Wellbeing Independence Partnership (WIP) 22/23 Info and Advice Number of calls 4742 Calls resolved 3002 Transferred to Family Connect 1740

Independent Living Centre

In collaboration with AgeUK (Shropshire and Telford) and Taking Part being First Point of Contact on all health and social care enquiries throughout Telford and Wrekin.

Supporting clients across projects to remain well and independent at home and in their communities – signposting to groups and services and demonstrating aids and equipment.

Project Feedback

‘Megan has really enjoyed it, she has learnt so much and has made some lovely meals that I have loved the next day. All I can say if a big, big thank you’. (Parent)

‘I just wanted to give some feedback about how pleased we are with what you and CVS Telford have helped Tom to achieve over the past year or so. His confidence has improved as well as his sense of achievement. He loves being in people-centred occupations and activities (cooking, serving food, helping people) as well as participating in the activities you provide – boxing, dancing, yoga, you name it! It is imperative that Tom has a healthier lifestyle, and what you and your team are doing improves both his mental and physical health”. (Parent)

‘We had the pleasure of working with Tom on the refreshment stand at the High Sheriff’s Afternoon Tea on the 22 October 2022. Tom was hardworking, people skills were excellent and communicated well with colleagues and guests. Tom was self-motivated and used his initiative to ensure refreshments did not run out. He asked for help with tasks when needed. Tom was reluctant to take a break as he wishes to keep on working. Tom’s attitude to working was inspiring, it’s a shame not more young people have his mentality to working. Tom was polite and well presented, he remained calm and focused even during the busy periods. Tom was an asset to the team’. (Events Manager)

‘Thank you for inviting me, it was brilliant to be part of such a positive event. The engagements were well received and I thoroughly enjoyed the interaction with everyone involved’. (Independent professional provider)

‘Feel like it’s made a huge difference after one session, my child hasn’t stopped talking about how much fun she has had and that she’s happy there is other children like her’. (Parent)

‘Knowing there’s a place to go where other parents attending know what you’re going through’. (Parent)

‘Thank you so much for emailing me and speaking to me today – means a lot to us. I feel a weight has been lifted off to have that support’. (Parent)

‘Since we started attending, H now has a place which when he is told about, wants to go (with no encouragement), and we cannot thank you enough, it can be difficult to leave the house sometimes’. (Parent)

‘The staff are always able to explain things to us and help give us the confidence to speak for our children at school meetings or EHCP Reviews’. (Parent)

Page 6

Investment policy and performance

The charity has two permanent endowment funds, one established by the former Telford Development Corporation (TDC), and the Grassroots endowment established through a government match funding programme.

In the year to 31 March 2023 the value of the TDC endowment fund fell by £8,177 (6.41%) to £119,459. Dividend income of £27,424 was received in the year and was expended on overhead costs. The value of the Grassroots endowment fund in the year to 31 March 2023 rose by £4,462 (3.46%) to £133,345.

Financial review

a. Reserves policy

The charity’s policy is that reserves are to be maintained at a level that:

The charity will do this by maintaining a designated reserve (the Employment Reserve) set at a level sufficient to meet three months projected staff costs. This reserve has been increased to £113,000. This reserves policy will be monitored by the Trustee Board annually.

b. Principal funding

The principal sources of funding for the year to 31 March 2023 were as follows:

c. Material investments policy

To optimise the charity’s income and minimise the impact of inflation, the trustees have the power to deposit or invest funds in any manner.

Investments in a public market must:

The charity needs to produce the best financial return within an acceptable level of risk the Trustees seek to achieve long-term real returns such that the capital value of the portfolio increases at least in line with inflation (measured by CPI) as well as producing income that can be drawn upon when necessary to support the Charity with their charitable activities.

In addition, the Trustees seek to achieve long-term real returns such that the capital value of the portfolio increases at least in line with inflation, after taking the sums required each year.

Page 7

The Trustees understand that in order to mitigate inflation risk, this is likely to mean that investment will partly be in real assets, such as equities and that in the short-term the capital value will fluctuate. The Trustees are able to tolerate volatility of the capital value as long as the charity is able to meet its grant making commitments through accumulated income or liquid spendable capital assets.

The charity’s assets can be invested widely and should be diversified by asset class, geographical spread, unit and investment trust investment manager and by sector and security. Asset classes that the Trustees consider could be included within the portfolio are cash, gilts, corporate bonds, equities, property, structured products, private equity, commodities and any other asset that is deemed suitable for the charity. Access to these asset classes could be achieved directly or via collective investment vehicles such as unit or investment trusts.

The Trustees seek to agree a suitable asset allocation strategy with the investment managers, which is set with the aim to achieve the overall charity’s investment objectives outlined above. This strategy would reflect the RBC Brewin Dolphin Risk Category 5; with the objective of obtaining a balance between income and capital growth to achieve the best overall return. RBC Brewin Dolphin’s Risk Category 5 is described as Low to Moderate Investment Risk as outlined in their ‘Guide to our risk categories for charities’.

The base currency of the charity’s operations and liabilities is pounds sterling and therefore the majority of the investment portfolio should be based in sterling. Investments may be made in non-sterling assets but should not exceed more than half of the total investment portfolio unless Brewin Dolphin considers that diversification away from sterling is in the best interests of the charity. Where hedging is used by unit and investment trust managers and the price of the asset is based in sterling, this will be considered a Sterling based asset.

The trustees continue to appoint RBC Brewin Dolphin to manage their investments and the portfolio was reviewed within the year.

Trustees may also choose to deposit funds into deposit accounts or fixed income savings products, these must be subject to:

All investments should be made after considering any ethical issues which could conflict with the charity’s purpose or cause reputational risk.

This investments policy, alongside the performance of investments, will be monitored by the Trustee Board annually.

Page 8

Plans for the futur8 Looklng foNard to the opwrtunities ahead durlng the next 12-15 months. th8y WIII.. tontinue to meel targets within existing contracts, ensure learning from and take account of the voices of people who use our seNices, work with the NHS Shropshire, Telford and Wrekin and MPFT and Telford Council to support people and their families, review contracts lo ensure they are fit for any potential rer¥ewals, lo respond to national changes effe¢ling peoples, lives, provlde advice and support to carers facing the reality of flnanclal challenges, have a focus on contlnL¢ing to increase dlverslty of the workforce (paid and voluntary), including the Board of Trustees, develop and maintaln relatlonships with organisallons who they will collaborate with to ensure best outcomes for p60pIe. The tnjstees wlll propose the reappointment of D.R.E & Co. Chartered Accountants at the forthcoming AGM. STATEMENT OF TRUSTEES, RESPONSIBILITIES The truslees (who are also the directors of Telford and Wr&kin Council for Voluntary SeNice for the purposes of company lawl are responsible for preparing the Report of the Trustees 8nd the financial statements in accordan￿ with applicable law and Unlted Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company13w requires the trustees to prepare financial statements for each fin8ncial year which give 8 true and falr view of the slate of affairs of the charitable company and of the incoming resources and application of resources. includlng the income and expenditure, of Ihe charitable cotnpany for that period. In preparing those financi81 statements, the trustees are requlred lo.. select suitable accounting policies and then 8pply them consistently,, observe the methods and principles in the Charlty SORP., make judgements and estimates that are reasonable and prudent,. and prepare the financial sl8lemenls on the going concem b3sis unless il is inappropriate to presume that the charitable company will conllnue In business. The Irustees are responsible for keeping proper accounting records that disclose wth re8sonable acGur8Cy at any lime the financial position of the ch8rit8ble company and lo enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other ifregularllies. In so far as the trustees are aware.. there is no relevant audit information of which the company's auditors are unaware,. and the trustees have t8k8n all the steps that they OL￿h1 to have taken to make themselves aware of any relevant audit information and lo establish that the companvs auditors are aware of that Infomiation. Approved by order of the board of trustees on 20 September 2023 8nd slgned on Its behalf by: V Brissell - Trustee Pa¥e 9

REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES OF TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

Opinion

We have audited the financial statements of Telford and Wrekin Council for Voluntary Service (the 'charitable company') for the year ended 31 March 2023 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement 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 (United Kingdom Generally Accepted Accounting Practice).

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) 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 UK, including the FRC's 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 that, individually or collectively, may cast significant doubt on the charitable company'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 Annual Report, other than the financial statements and our Report of the Independent Auditors 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 this gives rise to a material misstatement in the financial statements themselves. 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.

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters where the Charities (Accounts and Reports) Regulations 2008 requires us to report to you if, in our opinion:

Page 10

REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES OF TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

Responsibilities of trustees

As explained more fully in the Statement of Trustees' Responsibilities, the trustees (who are also the directors of the charitable company for the purposes of company law) 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 company's 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.

Page 11

REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES OF TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

Our responsibilities for the audit of the financial statements

We have been appointed as auditors under Section 144 of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder.

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 a Report of the Independent Auditors 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 (UK) 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.

The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

We assessed the susceptibility of the company's financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:

To address the risk of fraud through management bias and override of controls, we:

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to:

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of non-compliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the directors and other management and the inspection of regulatory and legal correspondence, if any.

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PORT OF THE tNDEPENDEfiT AUDfToRS T() THE TRusfEES OF TELFORD AND IVREKIN COUNCIL FOR VOLUNTARY SERVICE Maierial missiatemenis that arise due io ￿lid canbe hardei. to detecr than those that arise fi￿M error as Iheyi]My involve deliberate ¢on¢¢alment or colliision. A fiFrther d¢scriplioti of our Tesponsibililies for the audit of the fEnanci&l statements is located on the FiTMnciY41 Reporting Councsl's websiteatwww.frc.org.ukliudilorsr¢sponsibiliti¢s. Tbis d¢S￿1p¢lon forrnspaLtof our Repoitoftbe lThlependettt AuditoiE. Use of Dur report This report is n￿de solely to the eharitablt company'g trustee& as i body. in accordance wÉth Part 4 of the ChaTities {Accounts aTrd RepoEts) RegulatÉaTrs 2(K>8. Our audit work has been undertaken so that we Inight state to the charitable ompanls tJVStees those matters we ar¢ r¢quired io slaie ro tl)em in an aiidiiors, r¢p)114nd for no orli¢r purp¢)se. To il)e fullest exteni permitted by law, we do not accept or assume responsibilÉty to anyon¢ other IhqTh the charttable company and ihe charirable company's itusiees as a body, for our audit work, fol. this report. or for tl)e opinions we have formed. D.R.E. & Co. (Audit) Limited Eligible to aci as at) auditor in tern￿ of Section 1212 of tbe Companies Act 2006 7 Lower Biknok Street 08we5try Shropshire SYI 12HG Date.. 20 Sepiember2023 Page 13

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023

Notes
INCOME AND
ENDOWMENTS FROM
Contract income
2
Fundraising activities
3
Investment income
4
Other income
5
Total
EXPENDITURE ON
Raising funds
6
Charitable activities
7
Voluntary services
Total
Net gains/(losses) on
investments
NET
INCOME/(EXPENDITURE)
Transfers between funds
19
Net movement in funds
RECONCILIATION OF
FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED
FORWARD
Unrestricted
funds

£
97,371
1,428
17,980
800
117,579
4,423
170,565
174,988
(41,374)
(98,783)
470
(98,313)
442,090
343,777
Restricted
funds
£
881,867
26,169
4,394
-
912,430
1,089
833,930
835,019
(10,184)
67,227
(4,932)
62,295
518,671
580,966
Endowment
funds
£
-
-
5,210
-
5,210
1,293
-
1,293
(12,094)
(8,177)
4,462
(3,715)
256,519
**252,804 **
31.3.23
Total
funds
£
979,238
27,597
27,584
800
1,035,219
6,805
1,004,495
1,011,300
(63,652)
(39,733)
-
(39,733)
1,217,280
1,177,547
31.3.22
Total
funds
£
889,151
5,831
10,597
87,102
992,681
2,670
850,348
853,018
(20,649)
119,014
-
119,014
1,098,266
1,217,280

The notes form part of these financial statements

Page 14

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

BALANCE SHEET 31 MARCH 2023

Notes
FIXED ASSETS
Tangible assets
14
Investments
15
CURRENT ASSETS
Debtors
16
Cash at bank and in hand
CREDITORS
Amounts falling due within one
year
17
NET CURRENT ASSETS
TOTAL ASSETS LESS
CURRENT LIABILITIES
PENSION LIABILITY
20
NET ASSETS
FUNDS
19
Unrestricted funds
Restricted funds
Endowment funds
TOTAL FUNDS
Unrestricted
funds

£
18,865
599,864
618,729
39,464
(205,405)
(165,941)
(103,713)
(269,654)
349,075
(5,293)
**343,782 **
Restricted
funds
£
3,278
14,314
17,592
159
563,210
563,369
-
563,369
580,961
-
**580,961 **
Endowment
funds
£
-
308,690
308,690
189
(56,075)
(55,886)
-
(55,886)
252,804
-
**252,804 **
31.3.23
Total
funds
£
22,143
922,868
945,011
39,812
301,730
341,542
(103,713)
237,829
1,182,840
(5,293)
1,177,547
343,782
580,961
252,804
1,177,547
31.3.22
Total
funds
£
24,193
959,398
983,591
140,103
302,537
442,640
(200,648)
241,992
1,225,583
(8,303)
1,217,280
442,090
518,671
256,519
1,217,280

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2023.

The members have not deposited notice, pursuant to Section 476 of the Companies Act 2006 requiring an audit of these financial statements.

These financial statements have been audited under the requirements of Section 145 of the Charities Act 2011.

The notes form part of these financial statements

Page 15

continued...

TELFORD AND WREKtN CO SERVICE VOLUNTARY BALANCE SHEF.T- eontlnued 31 MARCH 2023 These financial slatetnent5 have b¢en prepared in ae¢ordante with ihe provisio￿% appli￿ble to charit￿ble cornpMnic8 subject to th¢ small coinpanies regrme. The financial sÈalement8 were approved by the Board of Trnstees and allihorised for i%sue on 20 September 2023 and wei¢ signed on it5 behaIf by.. V Brissett- Trustee The notes form part of ¢hesE f)nan¢i&l slatemenls PaEe 16

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2023

Notes
Cash flows from operating activities
Cash generated from operations
1
Net cash (used in)/provided by operating activities
Cash flows from investing activities
Purchase of tangible fixed assets
Purchase of fixed asset investments
Sale of tangible fixed assets
Sale of fixed asset investments
Interest received
Net cash (used in)/provided by investing activities
Cash flows from financing activities
Income attributable to endowment
Expenditure attributable to endowment
Net cash provided by financing activities
Change in cash and cash equivalents in
the reporting period
Cash and cash equivalents at the
beginning of the reporting period
Cash and cash equivalents at the end of
the reporting period
31.3.23
£
(1,814)
(1,814)
(3,372)
(142,404)
-
115,282
27,584
(2,910)
5,210
(1,293)
3,917
(807)
302,537
301,730
31.3.22
£
90,141
90,141
(8,668)
(706,293)
689,225
69,119
10,597
53,980
2,010
(507)
1,503
145,624
156,913
302,537

The notes form part of these financial statements

Page 17

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2023

1. RECONCILIATION OF NET (EXPENDITURE)/INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES

Net (expenditure)/income for the reporting period (as per the
Statement of Financial Activities)
Adjustments for:
Depreciation charges
Losses on investments
Profit on disposal of fixed assets
Interest received
Income attributable to endowment
Expenditure attributable to endowment
Movement in pension liability
Decrease in debtors
(Decrease)/increase in creditors
Net cash (used in)/provided by operations
31.3.23
£
(39,733)
5,422
63,652
-
(27,584)
(5,210)
1,293
(3,010)
100,291
(96,935)
(1,814)
31.3.22
£
119,014
13,336
20,649
(81,760)
(10,597)
(2,010)
507
(35,197)
811
65,388
90,141

2. ANALYSIS OF CHANGES IN NET FUNDS

At 1.4.22 Cash flow At 31.3.23
£ £ £
Net cash
Cash at bank and in hand 302,537 (807) 301,730
**302,537 ** (807) 301,730
Total **302,537 ** (807) 301,730

The notes form part of these financial statements

Page 18

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention with the exception of investments which are included at market value.

The financial statements are for the individual entity only.

The financial statements are presented in Sterling (£), rounded to the nearest £1.

Company status

The charity is a company limited by guarantee. The members of the company are the Trustees named on page 1. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Income from government and other grants, whether 'capital' grants or 'revenue' grants is recognised when the charity has entitlement to the funds, and performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Grants payable are charged in the year when the offer is made except in those where the offer is conditional, such grants being recognised as expenditure when the conditions attaching are fulfilled. Grants offered subject to conditions which have not been met at the year end are noted as a commitment, but not accrued as expenditure.

Allocation and apportionment of costs

Invoiced costs and staff time are directly allocated to the fund to which they relate.

Management time is recharged on a pro rata basis based on the levels of staff costs attributed to each fund.

Fixed assets

Tangible assets are stated at cost (or deemed cost) less accumulated depreciation and accumulated impairment losses. Cost includes the original purchase price, costs directly attributable to bringing the asset to its working condition for its intended use, dismantling and restoration costs and borrowing costs capitalised.

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life or, if held under a finance lease, over the lease term, whichever is shorter:

Office equipment - 10%, 33% and 37.5% straight line

Investments

Investments are stated at market value at the balance sheet date. The Statement of Financial Activities includes the net gains and losses arising on revaluations and disposals throughout the year.

continued...

Page 19

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

1. ACCOUNTING POLICIES - continued

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

Designated funds comprise unrestricted funds that have been set aside by the trustees for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Investment income, gains and losses are allocated to the appropriate fund.

Operating leases

Rentals paid under operating leases are charged to the Statement of Financial Activities on a straight line basis over the period of the lease.

Pensions

The charity operates a defined benefits pension scheme. The scheme is a multi-employer scheme where it is not possible, in the normal course of events, to identify on a consistent and reasonable basis, the share of underlying assets and liabilities belonging to individual participating employers. Therefore, as required by paragraph 28.11 of FRS 102, the charity accounts for this scheme as if it was a defined contribution scheme. The amount charged to the Statement of Financial Activities represents contributions payable to the scheme in respect of the accounting period.

Financial instruments

The charity has chosen to adopt Sections 11 and 12 of FRS 102 in respect of financial instruments.

(i) Financial assets

Basic financial assets, including trade and other debtors and cash and bank balances, are initially recognised at transaction price, unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest.

Such assets are subsequently carried at amortised cost using the effective interest method.

At the end of each reporting period financial assets measured at amortised cost are assessed for objective evidence of impairment. If an asset is impaired the impairment loss is the difference between the carrying amount and the present value of the estimated cash flows discounted at the asset's original effective interest rate. The impairment loss is recognised in profit or loss.

If there is a decrease in the impairment loss arising from an event occurring after the impairment was recognised, the impairment is reversed. The reversal is such that the current carrying amount does not exceed what the carrying amount would have been had the impairment not previously been recognised. The impairment reversal is recognised in profit or loss.

Financial assets are derecognised when (a) the contractual rights to the cash flows from the asset expire or are settled, or (b) substantially all the risks and rewards of the ownership of the asset are transferred to another party, or (c) despite having retained some significant risks and rewards of ownership, control of the asset has been transferred to another party who has the practical ability to unilaterally sell the asset to an unrelated third party without imposing additional restrictions.

continued...

Page 20

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

1. ACCOUNTING POLICIES - continued

Financial instruments

(ii) Financial liabilities

Basic financial liabilities, including trade and other creditors, are initially recognised at transaction price, unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future receipts discounted at a market rate of interest.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method. Fees paid on the establishment of loan facilities are recognised as transaction costs of the loan to the extent that it is probable that some or all of the facility will be drawn down. In this case, the fee is deferred until the draw-down occurs. To the extent there is no evidence that it is probable that some or all of the facility will be drawn down, the fee is capitalised as a pre-payment for liquidity services and amortised over the period of the facility to which it relates.

Trade payables are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Accounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade payables are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Financial liabilities are derecognised when the liability is extinguished, that is when the contractual obligation is discharged, cancelled or expires.

2. CONTRACT INCOME

Contracts
Donations
Services
Grants
31.3.23
£
822,533
82,792
12,409
61,504
979,238
31.3.22
£
709,398
61,209
15,177
103,367
889,151

Included within donations is £82,792 (2022: £61,209) which relates to the value of donated facilities in respect of discounted rent and service charges on the offices and other rooms used by the charity.

3. FUNDRAISING ACTIVITIES

FUNDRAISING ACTIVITIES
31.3.23 31.3.22
£ £
Fundraising events **27,597 ** 5,831

Included within fundraising events is £26,803 (2022: £5,006) which relates to donations received from individuals and local businesses for general use by the charity.

4. INVESTMENT INCOME

INVESTMENT INCOME
31.3.23 31.3.22
£ £
Deposit account interest 160 10
Investment income 27,424 10,587
27,584 10,597

continued...

Page 21

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

5.
OTHER INCOME
Gain on sale of tangible fixed assets
Service charges received
Other incoming resources
6.
RAISING FUNDS
Investment management costs
Portfolio management
7.
CHARITABLE ACTIVITIES COSTS
Direct
Costs
£
Voluntary services
747,634
8.
GRANTS PAYABLE
Voluntary services
9.
SUPPORT COSTS
Management
£
Voluntary services
236,370
10.
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Auditors' remuneration
Depreciation - owned assets
Hire of plant and machinery
Other operating leases
Surplus on disposal of fixed assets
Grant
funding of
activities
(see note
8)
£
11,013
Finance
£
108
31.3.23
£
-
-
800
800
31.3.23
£
6,805
Support
costs (see
note 9)
£
245,848
31.3.23
£
11,013
Governance
costs
£
9,370
31.3.23
£
9,370
5,422
1,528
2,511
-
31.3.22
£
81,760
4,542
800
87,102
31.3.22
£
2,670
Totals
£
1,004,495
31.3.22
£
4,462
Totals
£
245,848
31.3.22
£
7,347
13,336
1,679
2,582
(81,760)

continued...

Page 22

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

11. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2023 nor for the year ended 31 March 2022.

12. STAFF COSTS

Wages and salaries
Social security costs
Other pension costs
31.3.23
£
627,864
32,508
15,516
675,888
31.3.22
£
532,005
23,378
9,138
564,521

The average monthly number of employees during the year was as follows:

31.3.23 31.3.22
Administrative 5 5
Service delivery 26 23
31 28

The average number of full-time equivalent employees (including casual and part-time staff) during the year was 19.80 (2022: 17.68).

No employee received emoluments in excess of £60,000.

Total key management personnel remuneration was £239,350 (2022: £181,472).

13.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
funds
funds
£
£
INCOME AND ENDOWMENTS FROM
Contract income
92,140
797,011
Fundraising activities
1,452
4,379
Investment income
6,892
1,695
Other income
90,102
(3,000)
Total
190,586
800,085
EXPENDITURE ON
Raising funds
1,736
427
Charitable activities
Voluntary services
94,184
751,702
Total
95,920
752,129
Net gains/(losses) on investments
(13,422)
(3,304)

Endowment
funds
£
-
-
2,010
-
2,010
507
4,462
4,969
(3,923)
Total
funds
£
889,151
5,831
10,597
87,102
992,681
2,670
850,348
853,018
(20,649)

continued...

Page 23

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

13.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
funds
funds
£
£
NET INCOME/(EXPENDITURE)
81,244
44,652
Transfers between funds
66,662
(64,548)
Net movement in funds
147,906
(19,896)
RECONCILIATION OF FUNDS
Total funds brought forward
294,178
538,573
TOTAL FUNDS CARRIED FORWARD
442,084
518,677
14.
TANGIBLE FIXED ASSETS
COST
At 1 April 2022
Additions
At 31 March 2023
DEPRECIATION
At 1 April 2022
Charge for year
At 31 March 2023
NET BOOK VALUE
At 31 March 2023
At 31 March 2022
15.
FIXED ASSET INVESTMENTS
MARKET VALUE
At 1 April 2022
Additions
Disposals
Revaluations
At 31 March 2023
NET BOOK VALUE
At 31 March 2023
At 31 March 2022
- continued
Endowment
funds
£
(6,882)
(2,114)
(8,996)
265,515
256,519
Total
funds
£
119,014
-
119,014
1,098,266
1,217,280
Computer
equipment
£
54,880
3,372
58,252
30,687
5,422
36,109
22,143
24,193
Listed
investments
£
959,398
142,404
(125,844)
(53,090)
922,868
922,868
959,398

The split of investment assets between UK and non-UK is as follows:

continued...

Page 24

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

15. FIXED ASSET INVESTMENTS - continued

UK investment assets
Non-UK investment assets
The charity had the following material investments:
JPMORGAN FUND ICVC JPM US EQUITY INCOME C2 GBP NET DIS
BNY MELLON GLB FDS US EQUITY INCOME E GBP DIS
VANGUARD FUNDS PLC S&P 500 UCITS ETF USD DIS
SCHRODER UNIT TST ASIAN INCOME L INC
NINETY ONE FUNDS SERIES I DIVERSIFIED INCOME J 2 GBP DIS
VANGUARD INV UK LT US EQTY IDX INSTL PLS INC
ISHARES II PLC USD TIPS UCITS ETF GBP DIS HEDGED
JUPITER UT MNGRS JAPAN INCOME Z GBP DIS
BAILLIE GIFFORD AMERICAN W1 DIS
FIDELITY UCITS ICAV US QUALITY INCOME UCITS ETF USD
TROJAN INVESTMENT FUNDS TROJAN DIS
MI SELECT MANAGERS BOND INSTL DIS
SCHRODER UNIT TST GBL CITIES REAL EST L DIS
ROBECO CAPITAL GROWTH FUNDS ROBECOSAM GLOBAL SDG CREDITS
IH GBP
UNITED KINGDOM (GOVERNMENT OF) 5% SNR BDS 07/03/2025 GBP1000
PIMCO SELECT FUNDS PLC UK INCOME BOND INSTL INC
TWENTYFOUR INVESTMENT FUNDS CORPORATE BOND I GBP DIS
BNY MELLON GBL DYNAMIC BOND INCOME F DIS
JANUS HENDERSON FXD INT MNTHLY INCM JANUS HEND FXD INT
MTHLY INC GQ GBP DIS
JUPITER STRATEGIC BOND X GBP DIS
LIONTRUST SPECIAL SITUATIONS I GBP DIS
MORGAN STANLEY BV 6Y WO UKX SX5E 7.20% AUTOCALL
JPMORGAN FUND ICVC JPM GLOBAL MACRO OPPORTUNITIES C NET
DIS
JPMORGAN LIQUIDITY FUNDS GBP LIQUITY LUNAV E DIS
UNITED KINGDOM (GOVERNMENT OF) 5% SNR BDS 07/03/2025 GBP1000
2023
£
419,266
503,603
922,869
2023
£
19,863
34,351
26,127
16,179
23,315
37,685
23,344
12,844
9,847
49,784
20,073
26,333
15,584
21,934
18,715
18,277
28,553
22,410
20,305
21,323
17,991
17,991
22,580
22,700
18,715
2022
£
411,626
547,772
959,398
2022
£

20,766

33,944

27,673

21,334

24,621

50,279

25,858

25,916

24,117

50,890

20,673

29,721

20,097

23,663

-

19,575

33,410

24,696

23,933

24,150

24,550

16,276

14,192

-

-

The charity had the following material investments:

If fixed asset investments had not been revalued they would have been included at the historic cost of £960,847.

Page 25

continued...

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

16. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Trade debtors
Other debtors
Prepayments and accrued income
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Social security and other taxes
VAT
Other creditors
Accruals and deferred income
31.3.23
£
12,975
-
26,837
39,812
31.3.23
£
7,816
6,989
9,928
2,746
76,234
103,713
31.3.22
£
105,137
11,196
23,770
140,103
31.3.22
£
7,617
9,435
14,100
1,240
168,256
200,648

17. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Included within accruals and deferred income is £55,335 (2022: £160,774) in respect of deferred income. This all relates to grant income received in advance of the year end for services to be provided after the year end.

18. LEASING AGREEMENTS

Minimum lease payments under non-cancellable operating leases fall due as follows:

Within one year
Between one and five years
31.3.23
£
55,534
93,492
149,026
31.3.22
£
35,907
98,368
134,275

Page 26

continued...

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

19. MOVEMENT IN FUNDS

Unrestricted funds
General Fund
Employment Reserve
Restricted funds
All Age Carers Service
IASS Telford
Young Carers
Grassroots Endowment Income
Adult Carers Reserve
Better Care Fund
Building Better Opportunities
Telford Autism Hub
Wellbeing Hubs Network
IASP
Community Cafe
Independent Living Centre
Charities Together
Children and Young People Autism Hub
Learning Disabilities Project
Endowment funds
TDC Endowment Fund
Grassroots Endowment Fund
TOTAL FUNDS
At 1.4.22
£
349,090
93,000
442,090
263,940
23,598
75,100
29,567
57,118
-
-
26,219
493
29,438
13,198
-
-
-
-
518,671
127,636
128,883
256,519
1,217,280
Net
movement
in funds
£
(98,778)
-
(98,778)
32,412
(1,776)
16,712
(17,899)
(1,114)
(2,572)
1,293
14,995
-
-
4,000
(1,672)
(823)
6,931
16,735
67,222
(8,177)
-
(8,177)
**(39,733) **
Transfers
between
funds
£
(19,861)
20,331
470
10,575
-
(14,819)
(4,462)
-
2,572
(1,293)
-
-
-
-
1,672
823
-
-
(4,932)
-
4,462
4,462
-
At
31.3.23
£
230,451
113,331
343,782
306,927
21,822
76,993
7,206
56,004
-
-
41,214
493
29,438
17,198
-
-
6,931
16,735
580,961
119,459
133,345
252,804
1,177,547

continued...

Page 27

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

19. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General Fund
Restricted funds
All Age Carers Service
IASS Telford
Young Carers
Grassroots Endowment Income
Adult Carers Reserve
Better Care Fund
Building Better Opportunities
Telford Autism Hub
Community Cafe
Independent Living Centre
Charities Together
Children and Young People Autism Hub
Learning Disabilities Project
Endowment funds
TDC Endowment Fund
TOTAL FUNDS
Incoming
resources
£
117,579
275,029
74,000
107,147
4,387
3,036
25,279
36,726
97,289
27,231
50,000
18,750
96,726
96,830
912,430
5,210
1,035,219
Resources
expended
£
(174,983)
(242,617)
(75,776)
(90,435)
(12,102)
(4,150)
(27,851)
(35,433)
(82,294)
(23,231)
(51,672)
(19,573)
(89,795)
(80,095)
(835,024)
(1,293)
**(1,011,300) **
Gains and
losses
£
(41,374)
-
-
-
(10,184)
-
-
-
-
-
-
-
-
-
(10,184)
(12,094)
(63,652)
Movement
in funds
£
(98,778)
32,412
(1,776)
16,712
(17,899)
(1,114)
(2,572)
1,293
14,995
4,000
(1,672)
(823)
6,931
16,735
67,222
(8,177)
**(39,733) **

continued...

Page 28

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

19. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General Fund
Employment Reserve
Restricted funds
Glebe Refurbishment
All Age Carers Service
IASS Telford
Young Carers
Grassroots Endowment Income
Adult Carers Reserve
Better Care Fund
Building Better Opportunities
Telford Autism Hub
Wellbeing Hubs Network
IASP
Community Cafe
Independent Living Centre
Endowment funds
TDC Endowment Fund
Grassroots Endowment Fund
TOTAL FUNDS
At 1.4.21
£
199,220
94,958
294,178
72,470
239,589
22,773
59,732
31,605
57,084
-
-
17,704
493
29,438
7,685
-
538,573
132,170
133,345
265,515
1,098,266
Net
movement
in funds
£
81,250
-
81,250
(6,791)
4,746
(9,174)
39,807
(2,038)
34
(4,111)
(1,131)
8,515
-
9,999
5,513
(723)
44,646
(2,420)
(4,462)
(6,882)
119,014
Transfers
between
funds
£
68,620
(1,958)
66,662
(65,679)
19,605
9,999
(24,439)
-
-
4,111
1,131
-
-
(9,999)
-
723
(64,548)
(2,114)
-
(2,114)
-
At
31.3.22
£
349,090
93,000
442,090
-
263,940
23,598
75,100
29,567
57,118
-
-
26,219
493
29,438
13,198
-
518,671
127,636
128,883
256,519
1,217,280

continued...

Page 29

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

19. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General Fund
Restricted funds
Glebe Refurbishment
All Age Carers Service
IASS Telford
Young Carers
Grassroots Endowment Income
Adult Carers Reserve
Better Care Fund
Building Better Opportunities
Telford Autism Hub
IASP
Community Cafe
Youth Endowment Fund
Independent Living Centre
Charities Together
Children and Young People Autism Hub
Endowment funds
TDC Endowment Fund
Grassroots Endowment Fund
TOTAL FUNDS
Incoming
resources
£
190,586
(3,000)
271,258
74,600
127,445
1,693
7,525
30,000
29,042
98,688
10,000
26,685
15,225
45,834
26,488
38,602
800,085
2,010
-
2,010
992,681
Resources
expended
£
(95,914)
(3,791)
(266,512)
(83,774)
(87,638)
(427)
(7,491)
(34,111)
(30,173)
(90,173)
(1)
(21,172)
(15,225)
(46,557)
(26,488)
(38,602)
(752,135)
(507)
(4,462)
(4,969)
(853,018)
Gains and
Movement
losses
in funds
£
£
(13,422)
81,250
-
(6,791)
-
4,746
-
(9,174)
-
39,807
(3,304)
(2,038)
-
34
-
(4,111)
-
(1,131)
-
8,515
-
9,999
-
5,513
-
-
-
(723)
-
-
-
-
(3,304)
44,646
(3,923)
(2,420)
-
(4,462)
(3,923)
(6,882)
(20,649)
119,014

continued...

Page 30

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

19. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General Fund
Employment Reserve
Restricted funds
Glebe Refurbishment
All Age Carers Service
IASS Telford
Young Carers
Grassroots Endowment Income
Adult Carers Reserve
Better Care Fund
Building Better Opportunities
Telford Autism Hub
Wellbeing Hubs Network
IASP
Community Cafe
Independent Living Centre
Charities Together
Children and Young People Autism Hub
Learning Disabilities Project
Endowment funds
TDC Endowment Fund
Grassroots Endowment Fund
TOTAL FUNDS
At 1.4.21
£
199,220
94,958
294,178
72,470
239,589
22,773
59,732
31,605
57,084
-
-
17,704
493
29,438
7,685
-
-
-
-
538,573
132,170
133,345
265,515
1,098,266
Net
movement
in funds
£
(17,528)
-
(17,528)
(6,791)
37,158
(10,950)
56,519
(19,937)
(1,080)
(6,683)
162
23,510
-
9,999
9,513
(2,395)
(823)
6,931
16,735
111,868
(10,597)
(4,462)
(15,059)
79,281
Transfers
between
funds
£
48,759
18,373
67,132
(65,679)
30,180
9,999
(39,258)
(4,462)
-
6,683
(162)
-
-
(9,999)
-
2,395
823
-
-
(69,480)
(2,114)
4,462
2,348
-
At
31.3.23
£
230,451
113,331
343,782
-
306,927
21,822
76,993
7,206
56,004
-
-
41,214
493
29,438
17,198
-
-
6,931
16,735
580,961
119,459
133,345
252,804
1,177,547

continued...

Page 31

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

19. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General Fund
Restricted funds
Glebe Refurbishment
All Age Carers Service
IASS Telford
Young Carers
Grassroots Endowment Income
Adult Carers Reserve
Better Care Fund
Building Better Opportunities
Telford Autism Hub
IASP
Community Cafe
Youth Endowment Fund
Independent Living Centre
Charities Together
Children and Young People Autism Hub
Learning Disabilities Project
Endowment funds
TDC Endowment Fund
Grassroots Endowment Fund
TOTAL FUNDS
Incoming
resources
£
308,165
(3,000)
546,287
148,600
234,592
6,080
10,561
55,279
65,768
195,977
10,000
53,916
15,225
95,834
45,238
135,328
96,830
1,712,515
7,220
-
7,220
2,027,900
Resources
expended
£
(270,897)
(3,791)
(509,129)
(159,550)
(178,073)
(12,529)
(11,641)
(61,962)
(65,606)
(172,467)
(1)
(44,403)
(15,225)
(98,229)
(46,061)
(128,397)
(80,095)
(1,587,159)
(1,800)
(4,462)
(6,262)
(1,864,318)
Gains and
losses
£
(54,796)
-
-
-
-
(13,488)
-
-
-
-
-
-
-
-
-
-
-
(13,488)
(16,017)
-
(16,017)
(84,301)
Movement
in funds
£
(17,528)
(6,791)
37,158
(10,950)
56,519
(19,937)
(1,080)
(6,683)
162
23,510
9,999
9,513
-
(2,395)
(823)
6,931
16,735
111,868
(10,597)
(4,462)
(15,059)
79,281

Employment Reserve

This represents a redundancy provision based upon a calculation of having to pay 3 months salary.

Glebe Refurbishment

This fund was created following the receipt of £100,000 from a local trust for the purpose of refurbishing and improving the Glebe Centre.

All Age Carers Service

Funded by Telford and Wrekin Council, the service provides information, advice and support to unpaid family carers. Service provision includes support groups, respite activities and individual support sessions.

IASS Telford

A county-wide project funded jointly by Telford and Wrekin Council and Shropshire Council. The service provides information, advice and support to parents and carers of children with special educational needs.

Young Carers

Funded by Telford and Wrekin Council, this project supports children and young people who are in an unpaid caring role. The service provides information, advice, support and respite activities to Young Carers living in Telford.

continued...

Page 32

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

19. MOVEMENT IN FUNDS - continued

Grassroots Endowment Income

Income from the investment of the Grassroots Endowment fund. The income is to provide small grants to local charities and voluntary sector groups to facilitate their work with the local community.

Adult Carers Reserve

Funded by Telford and Wrekin Council, this project supports people who are in an unpaid caring role. The service provides information, advice, support and respite activities to Adult Carers living in Telford.

Better Care Fund

Income provided by Telford and Wrekin CCG to deliver a voluntary sector coordinators post. Working closely alongside GP surgeries, the post is based within the rapid response team supporting vulnerable adults to remain cared for out of hospital and in their community.

Building Better Opportunities

Jointly funded by the European Social Fund and the Big Lottery Fund to focus on tackling the root causes of poverty, promote social inclusion and drive local jobs and growth in Telford, the fund provides pre-employment support for disadvantaged people aged 19 and over who are not in work.

Telford Autism Hub

Funded by Telford and Wrekin CCG, the hub provides information, advice and guidance to people over the age of 16 years living with autism. The hub supports people to gain a diagnosis and to play an active part in their community. The hub provides access to appropriate housing, finance, education, volunteering and employment. The hub sub contracts to Autism West Midlands for expert person centred advice.

Wellbeing Hubs Network

A network of organisations providing peer support, wellbeing activities and information, advice and guidance for people living within their community.

IASP

Funding received from the National Children's Bureau to provide children and young people and their families with information, advice and guidance on special educational needs.

Community Café

A safe space providing meals to people needing support. A bespoke volunteer placement scheme supporting people to access workplace experience and to move into employment. The café provides information, advice and guidance within the community of Madeley.

Youth Endowment

The youth endowment funding is to attempt to put early intervention at the heart of efforts to tackle youth offending focussing on 10 to 14 year olds who are at risk of being drawn into crime and violence.

I ndependent Living Centre

A space provided to offer both preventative and responsive support to individuals to enable them and their families to live well and safe in their community. Individuals are able to receive support around daily living as the centre offers wide ranging information, advice and signposting to address the needs of residents.

Charities Together

Funded by NHS Charities together the programme supports people to remain well and independent at home and in their communities. The project is supporting people who; experience inequalities in health, prepare people of working age to be better prepared for older age and targets people with poor mental health that need support.

Children and Young People Autism Hub

Funded by NHS Shropshire Telford and Wrekin and Telford and Wrekin Council, the hub provides information, advice and guidance to children aged 5-18 and their families who have a diagnosis of autism. The hub provide family activities, workshops and person centred support to the whole family.

continued...

Page 33

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

19. MOVEMENT IN FUNDS - continued

Learning Disabilities Project Fund

Funded by Telford and Wrekin Council, this project is specifically for adults with a learning disability. The project will provide information, advice and support in various areas including employment, health, volunteering, and social skills, giving clients the ability to achieve skills and approach new opportunities with more confidence.

TDC Endowment Fund

The endowment was created in 1991 with the receipt of £100,000 from Telford Development Corporation to replace grant funding received previously. Income from the investments made are credited to unrestricted funds to support the core running costs of CVS.

Grassroots Endowment Fund

An Endowment Fund was created through a combination of donations and match funding from central government between 2008 and 2010. Income generated from the investment of the Endowment Fund is to be used to provide grants to local voluntary and community organisations.

Transfers between funds

Transfers between funds represent the recharges of management time and room hire as detailed in the allocation and apportionment of costs accounting policy, along with the partial release of the employment reserve to cover redundancy costs paid in the year and the use of general funds to cover any deficits in restricted funds at the year end.

20. EMPLOYEE BENEFIT OBLIGATIONS

Scheme: TPT Retirement Solutions - The Growth Plan

The charity participates in the scheme, a multi-employer scheme which provides benefits to some 638 nonassociated employers. The scheme is a defined benefit scheme in the UK. It is not possible for the charity to obtain sufficient information to enable it to account for the scheme as a defined benefit scheme. Therefore, it accounts for the scheme as a defined contribution scheme.

The scheme is subject to the funding legislation outlined in the Pensions Act 2004 which came into force on 30 December 2005. This, together with documents issued by the Pensions Regulator and Technical Actuarial Standards issued by the Financial Reporting Council, set out the framework for funding defined benefit occupational pension schemes in the UK.

The scheme is classified as a 'last-man standing arrangement'. Therefore, the charity is potentially liable for other participating employers' obligations if those employers are unable to meet their share of the scheme deficit following withdrawal from the scheme. Participating employers are legally required to meet their share of the scheme deficit on an annuity purchase basis on withdrawal from the scheme.

A full actuarial valuation for the scheme was carried out at 30 September 2020. This valuation showed assets of £800.3m, liabilities of £831.9m and a deficit of £31.6m. To eliminate this funding shortfall, the Trustee has asked the participating employers to pay additional contributions to the scheme as follows:

Deficit contributions

From 1 April 2022 to 31 January 2025: £3,312,000 per annum (payable monthly)

Unless a concession has been agreed with the Trustee the term to 31 January 2025 applies.

Note that the scheme’s previous valuation was carried out with an effective date of 30 September 2017. This valuation showed assets of £794.9m, liabilities of £926.4m and a deficit of £131.5m. To eliminate this funding shortfall, the Trustee asked the participating employers to pay additional contributions to the scheme as follows:

Deficit contributions

From 1 April 2019 to 30 September £11,243,000 per annum (payable monthly and increasing by 2025: 3% each year on 1 April)

continued...

Page 34

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

20. EMPLOYEE BENEFIT OBLIGATIONS - continued

The recovery plan contributes are allocated to each participating employer in line with estimated share of the Series 1 and Series 2 scheme liabilities.

Where the scheme is in deficit and where the charity has agreed to a deficit funding arrangement, the charity recognises a liability for this obligation. The amount recognised is the net present value of the deficit reduction contributions payable under the agreement that relates to the deficit. The present value is calculated using the discount rate detailed in these disclosures. The unwinding of the discount rate is recognised as a finance cost.

PRESENT VALUES OF PROVISION
31.3.23 31.3.22 31.3.21
(£s) (£s) (£s)
Present value of provision 5,293 8,303 43,500
RECONCILIATION OF OPENING AND CLOSING PROVISIONS
31.3.23 31.3.22
(£s) (£s)
Provision at start of period 8,303 43,500
Unwinding of the discount factor (interest expense) 156 251
Deficit contribution paid (3,025) (11,008)
Remeasurements - impact of any change in assumptions (141) (191 )
Remeasurements - amendments to contribution schedule - (24,249 )
Provision at end of period 5,293 8,303
INCOME AND EXPENDITURE IMPACT
31.3.23 31.3.22
(£s) (£s)
Interest expense 156 251
Remeasurements - impact of any change in assumptions (141) (191 )
Remeasurements - amendments to the contribution schedule - (24,249 )
ASSUMPTIONS
31.3.23 31.3.22 31.3.21
% per annum % per annum % per annum
Rate of discount 5.52 2.35 0.66

The discount rates shown above are the equivalent single discount rates which, when used to discount the future recovery plan contributions due, would give the same results as using a full AA corporate bond yield curve to discount the same recovery plan contributions.

The following schedule details the deficit contributions agreed between the Association and the scheme at each year end period:

DEFICIT CONTRIBUTIONS SCHEDULE

31.3.23 31.3.22 31.3.21
Year ending (£s) (£s) (£s)
Year 1 3,025 3,025 11,008
Year 2 2,521 3,025 11,338
Year 3 - 2,521 11,679
Year 4 - - 10,024

The charity must recognise a liability measured as the present value of the contributions payable that arise from the deficit recovery agreement and the resulting expense in the income and expenditure account i.e. the unwinding of the discount rate as a finance cost in the period in which it arises.

Page 35

continued...

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

20. EMPLOYEE BENEFIT OBLIGATIONS - continued

It is these contributions that have been used to derive the charity's balance sheet liability.

21. RELATED PARTY DISCLOSURES

During the year, the trustees Mrs C E Roberts and Mrs J Smith were reimbursed expenses of £691 (2022: £513) and £234 (2022: £81) respectively. There were no balances owed to or from any related parties at 31 March 2023 or 31 March 2022.

Page 36

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023

INCOME AND ENDOWMENTS
Contract income
Contracts
Donations
Services
Grants
Fundraising activities
Fundraising events
Investment income
Deposit account interest
Investment income
Other income
Gain on sale of tangible fixed assets
Service charges received
Other incoming resources
Total incoming resources
EXPENDITURE
Investment management costs
Portfolio management
Charitable activities
Wages
Social security
Pensions
Hire of plant and machinery
Insurance, rent, rates and power
Telephone
Printing, postage & stationery
Advertising
Sundries
Professional fees
Training
Service contracts
Subscriptions & membership
Carried forward
31.3.23
£
822,533
82,792
12,409
61,504
979,238
27,597
160
27,424
27,584
-
-
800
800
1,035,219
6,805
492,360
23,073
7,199
1,528
117,945
3,724
3,146
2,112
9,752
33,586
5,625
8,417
1,630
710,097
31.3.22
£
709,398
61,209
15,177
103,367
889,151
5,831
10
10,587
10,597
81,760
4,542
800
87,102
992,681
2,670
429,887
17,901
5,689
1,679
109,711
3,931
5,589
321
8,045
20,670
7,354
10,670
788
622,235

This page does not form part of the statutory financial statements

Page 37

TELFORD AND WREKIN COUNCIL FOR VOLUNTARY SERVICE

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023

Charitable activities
Brought forward
DBS / payroll charges
IT & website
Recruitment
Activities
Expenses
Room hire
Bank charges
Depreciation
Grants paid
Support costs
Management
Wages
Social security
Pensions
Other operating leases
Insurance, rent, rates & power
Telephone
Printing, postage & stationery
Sundries
Professional fees
IT & website
Subscriptions & membership
Service contracts
Depreciation
Amendments to contribution schedule
Interest on pension scheme liabilities
Finance
Bank charges
Governance costs
Auditors' remuneration
Total resources expended
Net income before gains and losses
Realised recognised gains and losses
Realised gains/(losses) on fixed asset investments
Unrealised gains/(losses) on fixed asset
investments
Net (expenditure)/income
31.3.23
£
710,097
786
8,221
462
21,388
4,499
443
244
1,494
11,013
758,647
135,504
9,435
8,317
2,511
45,003
778
1,125
3,593
1,431
24,434
155
-
3,928
-
156
236,370
108
9,370
1,011,300
23,919
(10,562)
(53,090)
**(39,733) **
31.3.22
£
622,235
993
22,581
-
24,992
3,231
-
-
1,912
4,462
680,406
102,118
5,477
3,449
2,582
21,618
1,933
2,131
7,896
1,544
25,378
35
876
11,424
(24,249)
251
162,463
132
7,347
853,018
139,663
3,762
(24,411)
119,014

This page does not form part of the statutory financial statements

Page 38