CUMBERNAULD POVERTY ACTION TRUSTEES, ANNUAL REPORT AND ACCOUNTS FOR THE YEAR ENDED 31•t MARCH 2021 CIiii.B-RNIULD POVERTY ACTION CUMBERNAULD POVERTY ACTION Scottlsh Charfty Number SC035818 TRUSTEE'S ANNUAL REPORT FOR THE YEAR ENDED 31ST MARCH 2021 Al Cumbemauld Povety Adion (previousty kr￿n as Cumbemauld & lfjlsyth Unemployed Worker8 Centre is an unincorporatéd Scottish charity organisation (number SC035818). govemed by its constitution. dated lai April 2004. Appolntsn•nt of Tru8ts08 Cumbemauld Poverty Action Is dlrected by a Management Commlttee comprising beiw88n 5 and 10 members. appointed by the members at ￿ Annual General Meeting to serve for one year, all being eligible for re-elects'on. Th6 Management Comm1tt88 m8ets nol less than 4 tlmes each year. 0￿￿e-bearerS are appointed by the Management Committee who may co opt up lo 3 further members, where deemed necessary. to serve until the followtng AGM. Memb•rnhlp and Admlnl•tratlv• Structur• The group is managed by a committee comprising 3 office bearers and a minlmum of two ordinary members. The ￿MMittee are appointed at the Annual General Meeting to serv8 for one year. all belrvj ellglbb for re-electlon. wmmittee meets regularly throughout the year. Current Trustees F)o%.IiO'I Chair Vice Chair r50n rson ReshJned May 2021 Treasurer Trustee Tnjslee Trustee TN¥to8 Contact ad(ko88 The Muirfield Centre 1A South Muirhead Road Cumbemauld Lanarkshire G67 1AX Ilpage CUMBERNAULD POVERTY ACTION Scottlsh Charlty Number SC035818 op Charllable Pur oses The relief of poverty, distress and hardship as a rnsult of un8mployrnent, disability or other Soclal or economic circumstances among thè residents of North Lanarkshlre. Ob •ctlv•• and Alms To provlde advlce. suprM)rl. guidance and tralnlng to local peopl8 affected by poverty andlor disability. To promote awareness of the issues affecting people Itving in poverty, and the In1￿811V68 available to h8lp tackkn povety. Recrult, train arvj 5UPPOrt local volunteers to help them galn sklll3 and COnf￿8nee to enable them to seek ernploJrynenL Actlvftle8 and A¢hlevemo Th8 past year has not been wthout its challenges due to Covid-19. In March 2020 the first lockdovm was announced and we had to qulckly vacate our office and work from hJme. This meant that outreaches and fa¢frt¢Fface contaci had to cease. Our ways of working began to d)ange and video ￿lIS quid(ly became the 'nonn'. Due to these new way5 of wothing home visits (lo O￿leCt and drop off paperwork) Increased slgnlflcantly and w8re onty outdoors. Social Security Tribun81s were temporarily suspénded and then mov8d on to remote (teleplx)ne) tribunats. The staff and oJmmitt88 worked hard to secure funding to enable us to purchase IT equipment to equip staff to work from home. We also Sourced funding to enable us to purchase PPE equipment to 8nabl8 everyone to V￿rk safety. Equipment was then purchased to enable volunteers to assist dients from home. In March 2020 funder5 began lo remove restrictions from fundiro lo enable us to direct our assistance where it was needed most. As lockd¢)wn commenced we worked bJether with local organisations to provid8 supplies and pr8Ctic21 support to lo(xl p80pIe. 21Page CUMBERNAULD POVERTY ACTION Scottlsh Charfty Number SC035818 One positiv8 over the past year has been that stsff and volunteers have b88n able to access training remotely. This has saved both time and money and. in some instanc*s. we have bèen able to access free training. Over the past year we have helped 141 dlents and dealt wtth 303 enquiries. Alihough our f￿ureS are significantly lo*pr than previous years this represents the fact that we have made a con5clous declsion to focus Jess on 'ontroff assistance and are moving towards provrding more intenslve support In order to have a m￿8 lastlng impact on dients. Flnanclal R•vl8w Total Income for the year amounted to £69.033 which conslsted of £42.116 in restricted grant Income - 8 more detailed breakdown can b8 found on page 5. Unreslrlcted Income consisted of £26,917 - £14,000 of this was unrestricted grant income from the Robertson Trust, Corra foundation £6,000 and NLC Communlty Grants Scheme £2,988 donations of £3.339 and oth8r income of £590. Last year's total income was £61,182. Expenditure for the y8ar amounted to £51,597. which consisted of restricted expenditure of £40.246 and unrestricted exp8ndRur8 of £11,351. Last yearfs total expenditure amounted to £52,262. Operations for the year resulted in a Surplus of £17,435 of which £15,565 was restrlcled and £1,870 was unrestricted. Last year's surplus was £8,920. Futur• Pla W8 have been awarded 3-ye8r fundfftg from the Natlonal Lottery c￿munity Fund for our Supporting Families ProiecL This wll enable us to work with finan(aally disadvant8ged families on 8 1-1 basis to wovide a fo￿SSed service lackling the impact of poverty on the who18 family. Whilst our organisation coped ￿11 with adaptlNJ to CovKI-19 and lockdowns w8 feel it is important that the organisation continually assesses our methods of woTkirg to ensure that we are fully prepared for situations such as Covit>19. To this end w8 plan to continue lo pgrade equipmenvresources to enable productive home workinglhome volunteering. JIPage CUMBERNAULD POVERTY ACTION Scottish Charity Number SC035818 It is particularfy important that we access suitable online training, particularty wth regard to welfare rights volunteers to ensure Continuing Professional Deveknpment for the smooth runnlng of the organisatlon. We have also re(x)gnised the 'limltatlons' of paper fith whllst homew￿1n9 and, to this end, the organisation will be mov7ng on to a 'doud based. cas8 manag8m8nt syst8m in the future. Res•rv•8 Thè Trustees are discussing a reserves policy to gfve confidence to stakeholders that the ch8rlty'S finances 8re being managed and can also be used to provide an indicator of futur8 fundlng r8quir8ments needed for Investment in the association to add value for its members. The Trustees have agreed that the reserrfes will be held in a separate bank ac￿Unt (a separate Municipal Bank passbook to be rfng-fenced for this purpos8). Further planned project dev8lopment has been targeted to augmenl unresiricted reseprfes. The balanc88 held by Group on 31* March 2021 ￿MPri88. . Cash Clydesdale 8ank Account Munlcipal Re8eTres Ac¢wnt 24 70,853 The balance of funding held w511 allow the group to continue to provide its service8. The a¢counts for the ￿ar are attadled aTrJ fom part of thls report. The report was approved by the trust888 on signed their behalf Slgnature Pflnt Name Posltion Approval Datg Trusteo 1611212021 Tn￿ts? 1611212021 41Page CUMBERNAULD POVERTY ACTION Scottlsh Charity Number SC035818 RECEIPTS AND PAYMENT ACCOUNT AS AT 31st MARCH 2021 2021 2021 2020 Unrn8trlct•d R•8trlcted Total Total Funds Funds Fund• Funds Roc•1 Campsie Bo*d Robertson Trust Corra Foundation NLC Communty Grants Scheme People'g P09t code Trust Coalfleld Regeneration Cowop Local Community Fund Comergtone Community r￿0Very fvrKI Lottery Bank Inter831 recd¥ed Donat￿n3 Other Income Total R•￿Ipts 28,OCKI 14,OQD 14.000 6,OLNJ 14,C 15,030 350 2.733 2,733 6,675 6,675 23.202 23,202 9,156 9,1S8 72 3,339 523 590 3.658 42116 69,032 61,182 *917 Paym•nts Wages TravelNoluntoer Expen¥e8 StalionerylPostag8 Offlce FumtturelEqulpment IT Equlpment TelephonelBroadband PPE & Cloanlng Costs UUllll88 Rent and Insurance MemberyhiplSUb8crlp￿o￿8lPub14caIio CalerlnglEvents Cthslmas Food & Ath5tte8 Consultan¢y fees Other costs Total Payments 8,931 231 130 378 31,665 40.596 35,287 817 1,048 392 459 2,122 1,339 1,079 1,578 1.717 1,384 3,395 2,023 522 315 2,443 205 3.132 6,314 12 13 91 41 47 61 3,0(KJ 324 416 1.249 40346 51.597 51262 Totsl Surplu•lD•ficlt 15.565 1870 17,435 8,920 51Pa8e CUMBERNAULD POVERTY ACTION Scottlsh Charity Number SC035818 Stat•ment of B•lance8 as at 31•t March 2021 2021 21Y21 2020 Unmtrlcted R￿trIcted Total Totsl Fund• Fund8 Fund• Funds Bank balanco and In hand Openlng 8alances Surplu81{D•fKIt) for th• y•ar 33.833 15.565 32,994 66,827 57.907 1.870 17.435 8,920 34.864 84262 e6.827 Reprn8•ntod by: Cash Clydosdale Bank Ac£ount MUn￿Apa1 Rexerve8 ACCI￿nI 24 70.853 53.399 13385 13385 Flx•d A880ts Computers 1.018 Llabllltl•• HMRC-Due Pen81on Due 585 242 827 242 Notes to accounts 1. Funds for the year were made up of £42.116 restricted grant income and unrestricied grant In(x)me and donations of £26,917. 2. No rernuneratlon was paid during the period to any charty trustees. 3. No expenses V*PTe paid to any charlty trustee durfng the p8riod. 4. There were no transactKTh with trustees and connected persons. 5. Fixed Asset Pollcy- Cumbernauld Poverty AdKin establishes £500 as the thr88hoJd amount for minimum caprtalisation. Any ilems costing below this amount should be expensed in the Receipts and PaYm￿ts a0>￿nts. 61Page CUM8ERNAULD POVERTY ACTION Scottlsh Charity Number SC035818 The memb8rya of the wnmittee are wuired to act in accordance with the terms of the group's constitution. Tlw are responsible ft)r keeping proper accountrng records whidi disclose with reasonabl8 accuracy at any time ttle financial position of Ihe group and for safeguardirvJ Ihe assets of the group. Th8 independent examlner5 report atta(9￿d fom)s part of these 8ccounts Signature Print Name Posltlon Approval Date Tru•to• 1611212021 1611212021 71Pa8e CUMBERNAULD POVERTY ACTION Scottish Charity Number SC035818 INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CUMBERNALD POVERTY ACTION FOR THE YEAR ENDED 31- MARCH 2021 I réport on the accounts of the charlty for the year ended 3110312021, which ar8 Set out i)n pages 5 to 6. Respective responsibilitlos rf trustees and •xamin•r Th8 charity's trustees are responsible for the preparation of the accounts in accordan￿ with the tenns of the Charttl88 and Trust88 Investment (Scotland) Act 2005 and the Charities Acwunts (Scotland) Regulations 2006. The charity trustees ￿nSider that the audit rffjuirement of Regulation 10(1) (d) of the Charities AGcounts {s￿tland) Regulatlons 2006 d08s not apply. It is my responsibility to examine the accounts as reqUIr￿j under section 44(1) (c) of the Act and to st8t8 whether particular matters have Come to my altention. Ba8ls of Ind•p•nd•nt •xamln•rfs statement My exarnination is carried out in accordarbce with Regulation 11 of the Charttie5 Accounts (ScotLqTrJ) Regulations 2006. An examination includes a ￿VIeW of the accountirKJ records k8pt by the charity and a comparison of the accounts presented viith tIK)8e records. It also indudes consideration of any unusual items or disclosures in the accounts, and the seeking of e*nations from you as trustees CUMBERNAULD POVERTY ACTION Scottlsh Charfty Number SC035818 conceming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and. consequenuy, I do not 8xpress an audit opinion on thè view given by the a¢￿Unt$. Ind•p•nd•nt •xamin•rs' stat•mont In the ￿)urSe of my examinatK)n. no matter has com8 to my attentK>n: 1) which gives me rea80nable Cause to belleve that, In any maledal res￿. the requirements to keep accounting records in accordanc* wrth S8Ction 44(1) (a) of th8 2005 Act and Regulation 4 of the 2006 Accounts Regulations. and to prepare accounts which accord wtth the accounting recc*ds and comply with Regulation g of the 2006 Accounts Regulatlo have r￿1 been met," tx 2) to whlch, in my opinion, atterrtlon should b8 drawn In order to enable 8 proper underslandlro of the actounts to be reached. Slgnatur• Prlnt Name Posttlon AddrKs Date Voluntary Actlon North Lxn¥k•hlro 1 Wollwynd, 36 Wellwynd. Alrdrle ML6 OBN FInan￿ Offi￿r 1611212021 91Page