Svilo 2 . 12. Doliig18usino5% Cènlrtr. 7 Scom Sireel,Motherwoll MLI I PN. Tg10phono.' 01698 337 460. Fax.. 01698 337 461. odfflin@purkinsons9roup.co.uk. rtt6¢•¢40rt d Parkinson's Self-help Group (Motherwell) Scottish Registered Charity SC033643 Annual Report & Financial Statements For Year-ending 31st March 2021
PARKINSON'S SELF-HELP GROUP (MOTHERWELL) SCOTnsH REGISTERED CHARITY SC033643 ANNUAL REPORT & FINANCIAL STATEMENTS FOR YEAR- ENDING 318T MARCH 2021 GOVERNING DOCUMENT Parkinson's Self-Help Group (Motherwell Area) Is an kncoTporated Scottish Charlty, Registar8d from 1P June 2002.its govemed by ils Constiiution. APPOINTMENT OF TRUSTEES The Trustees are th08e aPp)int on the establkhment of the Trust. with Iwo addttlonal trustees being appointed. Twstees *il hokl offKe until condusK)n of the secy)nd year and at the géneral meetlng be elpJble for Teolectron to Ihe post frcm? which they have dnitted office. CURRENT TRUSTEES Posltbn Chai erson Treasurer S8cr8ta Date 04.06.2019 04.06.2019 04.062019 04.06.2019 04.06.2019 04.06.2019 04.06.2019 M8mb8rs CONTACT ADDRESS Sulte 2-12 Dalziel Buswiess Park 7 Scott Street Motherwell Lanarkshir8 CHARrrABLE PURPOSES OUR AIM: To promote awareness of the Parkinson's ndIllOn and of trte caThied out by Cargrs. We aim to empower members by invofvement In deCiSn makrig within th8 group and to relieve str8ss and discomfort ofour members and combal xKial ex¢lusK>n, isolation and depressn. We also promote interest and partsipation in social and aducatk>nal athitias regardlass of age, race, gender. re[louS belief or sexual orientatton. OUR OBJECTIVE: To create a happy and safe atrno8phere wtlere LM)th those with Parkwi8on's and thelr Carers. can fael supported. We encourag6 our Carnrs and their Cared For to enjoy this s8r¥tc8 togèthèr In a relaxed and friendly almosrtherè, and to improve their qualty of lif8 Ihrough gentle exercise. comptimentary therapies. adult leamThJ and soctal aclivits8.
PARKINSON'S SELF41ELP GROUP (MOTHERWELL) scorrisH REGISTERED CHARITh SC033643 ANNUAL REPORT & FINANCIAL STATEMENTS FOR YEAR- ENDING 318T MARCH 2021 SUMhlARY OF THE MAIN ACTlVtriES IN RELATION TO THESE OBJECTIVE Parklnson's s8lf-Help Group (mOtheell> Area provldes a free m&mbershlp to a weekly drop- In where both those vAth Parkinson's and their Carers can come to 8hare their expertences wtth others who are faclng the same problems. They can acc&ss free relevant Informatlon and advlcè on thè Parklnson's condition and they also have access to confidenlial support regardlng signposting to beneflt checks ek., From time to time complimentary therapies are available depending on funding. Covld 19 rules p8miittlng m8mb8r8 can also enjoy outings and away days where they feel sodally inckJd8d. CURRENT YEAR ATIVITIES W8 ar8 actlV8ly contlnulng to hhlIght awareness of th8 Parklnson'8 condition and our Parkinson's Support Group by holding various outreach events In hosptta18 and clinics in the area. We al80 plan to contlnue to organ6ze a few fundralslng events However. because of the current Covk119 pandemlc restrictlon8 are not allowed to cary out any of the8e plans or to meet at our usual drop4n facility. Due to prevlous l.T., classes provlded by NLC fundlng, our members have laptops or Ipad8 and thls has allowed us to meet virtually on a weekly basis on our normal drop-in day. Meetlng Sn th1$ way has helped a116vlate some of the feellngs of Isolatbn and lon811nes8 and allowed u8 to share any conc8m8. It has also upllfted those members who have enjoyed our virtual exerci88lbh)go 8e8slons provided by the development worker. FINANCIAL REVIEW Total income for the year was £36.982, {19120 £30,664) whlch mainly consisted Restri¢ted Grant Income of £34,742, from North Lanark8hlr8 Councll (NLC). Carers Strategy Annual Funding for salary and Rent , and NLC Devetopment fijnd. Thls Income can be seon In more detall on note 4 The group also recefrrfed £2,240 In donatlon8 of vAitch £1,000 was restricted and the remalnlng £1,240 can be 8p8nt on the further enhancement of the group's charitable activitie8, you can See thls broken down In nol8 5. The total expendlture for th8 year was £31,631, (19120 £35,474) total r8Strfcted charltable C08ts amounted to £31.531 unrestricted £100, a breakdown of these costs can b8 seen on pag8 7 of th18 raporL At the end of the year the Group had a Sutplus of £5,351 (19120 Surplus £4,811). Total Reserves at th8 end of the Year were £21,775, restricted reserves were £18,602 unrestrtcted reserves yre £3,173,whlch is greater than the target amount.
PARKINSON'S SELF-HELP GROUP (MOTHERWELL) SCOThISH REGISTERED CHARITY SC033643 ANNUAL REPORT & FINANCIAL STATEMENTS FOR YEAR- ENDING 318T MARCH 2021 FUTURE PLANS Our recommendatlon for thls incoming year was that we as 8 group would continue to work diligent to increase the awRrene$s of the Parklnson's condition and our Support Group by further outreach at hospltats cllnlcs etc., and allow us to deliver therapies and outings for the m8mbers. Our future plans ara to carry on with the above awareness and fundraising evénts when Covid restriclions are relaxed, and we look forward to being abl8 to meet again at our veklY drop-in and hopefully Vlcome some new members. RESERVES POLICY The Trustse's pollcy is to malntain restricted réserves of around £8.868 thls Is 3 months of nomial running costs in order to meet commitments and cover any un8XPeCted expendiiure. ReseN8s at the end of the Year were £21,775. restricted reseples Wre £18,602 unrestrictsd r8s8Nes vmre £3,173.
PARKINSON'S SELF-HELP GROUP {MOTHERWELL) scorrisH REGISTERED CHARITY SC033643 ANNUAL REPORT & FINANCIAL STATEMENTS FOR YEAR- ENDING 31ST MARCH 2021 RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31st MARCH 2021 Unrestrlcted Restrlcted 2021 2020 Nut Funds Funds Total fund$ Totsl funds RECEIPTS Grant In¢cme 34,742 34.742 Fundratslng & Donau8 TOTAL RECEIPTS 1,240 35,742 36.982 30.664 PAYMENTS Total Charltabte Costs 100 31.531 31,631 35,320 Total Governance Costs 154 TOTAL PAYMENTS 31,531 31,631 35,474 SURPWSIIDEFICIT) FOR THE 11 STATEMENT OF BALW4CES AS AT 31 MARCH 2021 Unrestrl¢ted Restrlcted 21r21 Funds Funds Total funds Totsl 2020 OPENING CASH AT BANK (01.04.20) 1.837 14,391 16,228 21,050 Oponing cash in hand {01.04201 Openlng balancm bfwd {01.04.201 2.033 14R91 16,424 21234 SUlu(DofidtI for the year 16 Closlng cash at bank {31.03.21) 3,118 18ffi02 21,720 16228 Closlng cash In hand {31.03.21) CLOSING BALANCES CFWD {31.03.211 65
PARKINSON'S SELF-HELP GROUP (MOTHERWELL) SCOThISH REGISTERED CHARITY SC033643 ANNUAL REPORT & FINANCIAL STATEMENTS FOR YEAR- ENDING 31ST MARCH 2021 NOTES TO ACCOUNTS 1. BASIS OF ACCOUNTING Th8se accounts have been prepared on the receipts and Payments Basis in accordance with the charili&s and Trustee Investrnent (Scotland) Act 2005 arKI the charitles Accounts (Scotland), R8gulatlons 2006(as amended) 2. NATURE AND PURPOSE OF FUNDS The majoriiy of the fundlng Is restred grant Income which Comes from North Lanarkshire Council to pay for one salaried staff member and a proportion of the rant and running costs. There was also some unr8Strlcted donation income which can be spent on further enhancing th8 groups (*aritable activities. 3. RELATED PARTY TRANSACTIONS There was no remuneration paid to trustees or to any connected persons during the year. Thére w8r8 no expenses paid to trustees or Connected p8rsons during Ihe year. 4. GRANTS Unrestrfcted Restrfcted 2021 Funds Funds Total funds NLC Carers Strategy Annual Funding NLC Council Grant Award NLC Dgvelopment Fund Award8 4 All TOTAL 23,716 3,999 327 23.716 3,999 327 742 5 FUND RAISING & DONATIONS Unreslrl¢t•d Restricted 2021 Funds Funds Tolal funds Pgrsimmn C. Dotherty (Memorial) TOTAL 1,000 1,000 1.240 2,240 1,240
PARKINSON'S SELF-HELP GROUP (moTHERLL} SCOTnsH REGISTERED CHARITY SC033643 ANNUAL REPORT & FINANCIAL STATEMENTS FOR YEAR- ENDING 31ST MARCH 2021 6 COST OF CHARITABLE ACTIVrnES 2021 Total lunds Funds Salaries HMRC Payrrnnts 4,390 4.39) bank Charges OutirvJs and w(xal evenl$ Rent and Fyopwty o)sts Insurance Capital Costs Telephon8, Statiory & cowouler consumables 1.IY)1 531 531 Sundry exper 11x1 11)J TOTPL 7 FIXED K8SEf POLICY The charity establishes £41XI as the threShoj am(MJnt for mwiwnum Ythen adding assets to FLxad Ass8t regtster. All ttèms of a captsi nature are eypensed ¥1 the Receipts and Payments accounts. All assets hekl by the thariiy are extremely old and have no resale or Jrrent market value. 2020 Computors 1.CKI1 8 EMPLOYEE LOAN Staff Loan temis and repayTnent of the ban have lo b8 decided by thè group th8 amount outstanding as at (31.03.2021) was £2428. 9 HMRC & WAGE PAYMENTS Th8 group has one staff m8mb8r and ttw hwrfe unreyolvgj techni(xl issues submitting the tax to HMRC online, has resultad u) overpasTnent of emplos£rfs natnal contributK)n as Ihe allowance appears to be deductsd on HMRC yearond return and the group hav8 made an overpayment The group has now contacted HMRC and are actr¥ely trying to resolve this Issu8. ESTIMATED HMRC 20r21 Owed To HMRC Pald lo HMRC 1.960.05
PARKINSON'S SELF-HELP GROUP IMOTHERWELLI SCOTTISH REGISTERED CHARITY SC033643 ANNUAL REPORT & FINANCIAL STATEMENTS FOR YEAR- ENDING 31 MARCH 2021 En?ployers Nic variance 1880.48 279.57 1960.05 The notes on pages 6 and 7 fomi an integral part of these accounts The Trustee Annual report and balan of funds are Approved by the trustees on Receipis & Payments accounts and Statement of balance are Approved by the trustees on:_ Signed.. Chairpersoi Dale...... Signed. Tréasur"
PARKINSON'S SELF-HELP GROUP IMOTHERWELL) SCOTnsH REGtsTERED CHARITY SC033643 ANNUAL REPORT & FINANCIAL STATEMENTS FOR YEAR- ENDING 31ST MARCH 2021 INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES I report on the aco)unts of the ¢harfty for tho year ended 31m312021, whkh arn set out on page S to 8 RESPECTIVE RESPONSIBILMES OF TRUSTEES AND EXAMINER tha charity's trust88s are responsibl8 for tho preparation of the accounts in accordance with Ihè temis of the Charities and Trustee Investrnent (Scotland) Act 2005 and the Chariiies Accx)unts {ScoUand) Regulations 20c. The thartty trust886 cxinsrd8r that th8 audit requirement of Rewlation 10(1) (d) of the Charities Accounts (Scntland) Regulations 2006 does not apply. It is my responsibilty to examine the accounts as required undèr section 44(1) (c) of the Act and to state thelh8r partlcular matter8 have c)m8 to my attention. BASIS OF INDEPENDENT EXAMINER'S STATEMEKf My examlnauon is carried out In accordance wlth Regulatton 11 of the Charitss Aco)unts (Scotland) ReguL9tions 2006. An 8xaminatK)n Includes a revMv of the ac£ounting rerA)rds kept by the charity and a comparison of the accounts presented with those records. It also Includes conslderatlon of any unusual items or disclosures in the accounts, and lh8 seeklng of expLanatlons from you as trustees nGem1ng any such matters. The pro¢edur88 undertaken th not provide all Ihe 6vhJence that Kld be r8quiffjd In an audlt and, consequenty, I do not express an aud opinion on th8 view given by tha accounts. DEPENDENT EXAMINERS, STATEMEKf In the course of my examination, no mattor has coma to my attention: 1) which gpie8 me roasonablo cause to beli8ve tt( in any material resp8c( tha r8qulrements to keep attountkng records In accordanc with Secllon 4411) (a) of the 2005 Act arKI Regulation 4 of the 2006 Accounts Regulations, and to prepare accounts whlch ac(xJrd with the anng recordg and comply wlth R8gulation 9 of the 20( Actounts Regulations have not been me¢ or 2) to whlch, In my opinbn, attentlon Should be dran kn order lo enable a proper understandlng of the aCcOts to be reached Signed-...... Finance Offi Professional Qualification ' MAAT AATQB Address: Voluntary Aclion North Lanarkshir6 90 Brandon Parade East Mothefwell ML1 1LY Date:_1411212022