Hambleton & Richmondshire Advocacy · Independent Examiner’s Statement 21 . ... When the service...

Registered Charity Number 1048994

H R A Hambleton & Richmondshire Advocacy

Hambleton & Richmondshire Advocacy

2

Hambleton and Richmondshire Advocacy would like to thank the following for their support during the year:-

North Yorkshire County Council

NHS North Yorkshire and York

The Big Lottery Fund

Lloyds Bank Foundation

Awards for All

Hambleton & Richmondshire Advice Service Partnership

Individual clients for their donations Contents Page Legal and Administrative Information 3 Chairman’s Report 4 Chief Executive’s Report 5 Client charts and statistics 8 Generic Advocacy Service Report 10 Volunteer Co-ordinator’s Report 11 Trustees Report and Financial Statements 12 Independent Examiner’s Statement 21


3

Legal & Administrative Information 31 March 2014

Charity Name Hambleton and Richmondshire Advocacy Registered Charity Number 1048994 Board of Trustees Norma McGrory Chairman Margaret Roberts Hon. Treasurer John Edgar Mike Kelly Liz Crawshaw Geoffrey Evans Maurice Cann Registered Office 277 High Street Northallerton DL7 8DW Tel: 01609 778652 Fax: 01609 778946 E Mail [email protected] Web www.hradvocacy.org.uk Bankers Caf Bank Lloyds TSB Bank plc 25 Kings Hill Avenue 164 High Street Kings Hill Northallerton West Malling DL7 8LY ME19 4JQ Independent Examiner Kenneth Easby Limited, Chartered Accountants, Trinity House, Northallerton DL6 2NA

Staff

Julie Ellis Chief Executive

Diane Ferguson Deputy Chief Executive Advocate

Jennifer Benson Advocate

Darren Carr Advocate

Kate Neasham Advocacy Support

Bernadette Maxfield Advocate in Selby

Claire Oxley Advocate in Selby (resigned December 2013)

Karen Kirtley Volunteer Co-ordinator

mailto:[email protected]

http://www.hradvocacy.org.uk/


4

Chairman’s Report

The year has been full of ups and downs as we manage the constantly changing environment we work in. Craven Advocacy decided that it could no longer continue as a separate organisation and the Board of Trustees held an Extraordinary General Meeting on Friday 11th April and the motion to dissolve the charity and come together with Hambleton and Richmondshire Advocacy in the first instance was carried. Harrogate and District Advocacy’s manager resigned and the Board of Trustees decided not to replace her but to look to the members of the North Yorkshire Advocacy collaborative to provide support. This led to a unique set of circumstances to move the agreed coming together into a single organisation forward. Advocacy Alliance, Scarborough, Whitby, Ryedale’s Board of Trustees made the decision to maintain their organisation and not join with the other members of the collaborative into the single organisation (North Yorkshire Advocacy).

We wish Advocacy Alliance well for the future.

This coming together has led to an increased work load for the Chief Executive and staff but they have risen to the challenge with their usual enthusiasm.

The Big Lottery funding which has supported us since October 2009 is coming to an end and we are hopeful of gaining continuation funding. The competition for grant funding is extremely fierce and time, effort and resources are needed to be able to submit the quality submission needed but we are hopeful of a positive result.

Julie, our Chief Executive has decided to retire later this year. We will miss her very much and we wish her well. She has worked very hard and has made a great contribution to advocacy in North Yorkshire and she now deserves a well-earned rest.

I would like to thank all the staff and volunteers for their hard work and the trustees for their support.

We look forward to the challenges for the newly constituted organisation North Yorkshire Advocacy in the next year and working with the newly appointed Chief Executive.

Norma McGrory Chairman of Board of Trustees


5

Chief Executive’s Report Hambleton and Richmondshire Advocacy continue to help people say what they want, secure their rights, represent their interests and obtain the services they need’. It is 20 years since the service was first introduced in the two districts and the charity was registered in September 1995. The charity has grown and developed over this time and the service has adapted to reflect change both internally and externally. During this time of austerity with welfare reform and public spending cuts the most vulnerable in society need our support. The level of referrals to our service is increasing and as we have stated in previous years the level of complexity continues to develop. The single contract with North Yorkshire County Council and the NHS has again been extended due to the ongoing changes within the county council and the national health system. It is understood that this contract will be merged with other advocacy provision into a single county wide contract from April 2016. When the service in Selby was re-introduced in July 2011 this was under the joint management of the four members of the collaborative. As time progressed it became obvious that this format would not work in the long term and the formal decision for Selby to come under the full management of Hambleton and Richmondshire was made. Claire Oxley took on the second post in Selby but resigned in December 2013. The service in Selby is becoming more known to professionals, agencies and local communities and referrals rates are increasing. This is due to promotional work and that the benefits of advocacy are being recognised by the people of Selby. The collaborative has been working towards coming closer together and due to circumstances in Craven and Harrogate the advocacy organisations do not feel that they can continue as separate organisations. This has led to the decision to form a Charitable Incorporated Organisation for ourselves and Craven and Harrogate to transition to. Our other collaborative partner Advocacy Alliance covering Scarborough, Whitby and Ryedale has made the decision to remain a separate organisation. There are challenges ahead to transition successfully to this new organisation but there is much good will and commitment for this to occur. The changes in the national health system and the moving of commissioning health services from Primary Care Trusts to Clinical Commissioning Groups has provided the voluntary sector with a unique opportunity. The CCG which is led by GP’s is new to the role and is engaging with the voluntary sector to look at new ways of delivering services. We have been part of the push from the sector to engage with the CCG in Hambleton and Richmondshire in particular and working with partners we have been involved in events building relationships with key members of the CCG. The Big Lottery funding is still supporting the organisation and we have fulfilled, and in all areas, exceeded the targets and outcomes this funding requires. The Lottery has supported the organisation in the past and we are hopeful of further support in the future.


6

We are in the second year of Lloyds Bank Foundation funding. The volunteer training programme is in the final stages of becoming accredited with the Open College Network. This has been a major piece of work undertaken by Karen Kirtley (Volunteer Coordinator) and supported by two volunteers, Charmian Walter and Ben Day with backgrounds in education. I would like to thank all those involved with the process of accreditation and in particular Charmian and Ben for their voluntary support which has been invaluable. Partnership working has become an integral part of the way we support clients and is seen by many as the best way to provide a seamless service to the people we support. The number of organisations we work in partnership with is increasing and I would like to thank those organisations for their continued support and their willingness to work together for the benefit of our clients. The most important aspect to emphasise is support to our clients. This is the foundation of all the work that we do. We continue to provide service to a wide range of vulnerable people who come to us for support. The changes to the welfare benefits system and the impact this is having has added to the amount of partnership working we undertake, particularly with Hambleton and Richmondshire Citizens Advice Bureau. We are working in partnership with CAB, Mencap and Foundation to a project funded by the Big Lottery Transition fund. This promotes partnership working and is leading to more understanding between our organisations; this understanding transfers to clients who we are able to support more fully. During the year we engaged a consultant to undertake an evaluation of our service in Hambleton and Richmondshire funded jointly by the Big Lottery and ourselves. This ‘Impact Report’ was very positive and reinforced to us that we were doing most things ‘right’ and providing a service in the way people wanted us to. This report is available on our website: www.hradvocacy.org.uk One of the recommendations not included in the report but recommended to the Board of Trustees was that due to the changing nature of the role and the extra responsibilities undertaken that the title of manager should be changed to Chief Executive. This was approved by the Board in November 2013. I feel very fortunate to have a group of committed, skilled and experienced staff members who provide a high quality service to our clients. They are passionate about providing a quality service to vulnerable people and this is very evident on a daily basis. Without the level of commitment the continued development of the organisation would prove much more difficult. All members of the team have had valuable input into moving the organisation forward and I would like to thank them for their support in the quickly changing environment that we now deal with on a daily basis. Without this support we would not be able to make the changes necessary to try and safeguard the future of local advocacy. I would like to thank Diane Ferguson in particular. Diane as Deputy Chief Executive has provided me with a listening ear, invaluable support, constructive ideas and input.

http://www.hradvocacy.org.uk/


7

I would like to take this opportunity to thank the Board of Trustees for their input, commitment and support to ensure the future of the organisation and in particular their support of myself as the Chief Executive. I would like to thank our volunteer advocates without whose willingness to give of their time, skills and experience our ability to provide service to the number of clients we do would be very much diminished. Their effort in supporting clients to make positive changes to their lives is very much appreciated. I am always humbled by the people who volunteer for our organisation regardless of their role as they bring so much to the people we provide service to. In this, our 20th year, I would like to thank a stalwart of the organisation, John Edgar. John has been volunteering with HRA since very early in the organisations’ existence. He has volunteered as an advocate and supported many clients over the years. He has also been a member of the Board of Trustees taking on the role of Treasurer and also Chair. John has now stepped down from his Volunteer Advocate role but his commitment and value to the organisation and to many clients over the years has been invaluable. Julie Ellis Chief Executive


8

Issues client presented with during year 2013/4

Client locations for year commencing 1st April 2013

0 20 40 60 80 100 120 140 160

Abuse/Safeguarding/Adult Protection

Adapdations/Access

Care Issues

Child Protection

Complaints or conflicts

Discharge from hospital/nursing/res home

Employment

Financial (debt/benefits/banking etc)

Gap in provision of current service

Health and wellbeing

Housing

Legal issues

Mail

Obtaining/securing services/rights

Relationships/family

Speaking up

0

10

20

30

40

50

60

70

80


9

Referral Sources

During the year to 31st March 2014 192 cases were completed and the following outcomes were reported:-

101

61 33

85

41 Health and Adult Services

Voluntary Agencies

Primary and secondary health

Self referred

Other

0 10 20 30 40 50 60 70 80 90

Benefits

Compensation

Increased income

Grant or Trust

More financially stable

Debt Management

Budgeting support

Other

More independent

Increased confidence/self esteem

Learnt new skill

More understanding/choice

Able to speak up more

Supported to make informed decisions

Less anxious/isolated

Improved quality of life

Had rights upheld

More control

Better health and wellbeing

Re-housed

Alteration

Repairs/new furniture

Change in provider's, policy, practice, attitude

Improved family relationship

More information gained

More consultation with statutory service/other org

Linked to other services

Remained in own home


10

Hambleton and Richmondshire Generic Advocacy Service Report

The Generic Advocacy Service has continued to provide a quality service to clients in Hambleton and Richmondshire and Selby. Cases have become more time consuming due to their complex nature. This involves multi agency support on a regular basis which contributes to maintaining the independence of the people we support. Partnership working is key to providing needed support with each agency having a specific role within the partnership to provide seamless support.

Over this financial year paid and volunteer advocates have supported 321 clients across the three districts.

Advocacy is often a preventative service. When vulnerable people have access to independent advocacy support and have positive outcomes from that support they can feel more confident to speak for themselves and refer themselves to advocacy and other services before their issues become critical.

During the year we transferred from one on line case management system which was not fulfilling our needs effectively to a new system which is more appropriate to our needs and is more effective in capturing the data we need and is more time efficient for staff to use. This has provided outcome data more clearly for funding and impact assessment requirements.

Many of the developments which were detailed in the annual report for 2012-13 have become more established and are supporting a more effective way of identifying clients for whom advocacy is the appropriate service and signposting clients to other services which are relevant to their needs. Funding has remained constant whilst demand for our services has increased so effective signposting is crucial to managing resources.

Mail and finance referrals have significantly increased for support for dealing with mail, debts and financial abuse with safeguarding issues also increasing.

We are raising our profile and awareness of our service to health professionals to increase referrals from GPs, Community Psychiatric Nurses, Long term Condition Managers for example.

We regularly ask for feedback from clients and use the information gained to identify areas for improvement. Much of the feedback acknowledges the difference having the support of an advocate has made. Involvement with advocacy when issues are related to finance, including access to benefits and support with managing debt, can have a positive impact on clients relieving stress and anxiety and contributing to wellbeing. As a team we have been involved with supporting clients to benefit from over £120,000 in the last financial year.

We are very fortunate to work closely with volunteer advocates who give so willingly of their time, skills and experience. Their involvement enhances the organisation and the service to clients.


11

Volunteer Co-ordinator’s Report We were fortunate to secure funding from Lloyds Bank Foundation to support the recruitment of a Volunteer Coordinator. The Volunteer Co-ordinator was appointed in March 2013 and since appointed has established a training group made up of staff and volunteers who manage, develop and deliver induction training. This means we have been able to review the content and style of delivery of the Hambleton and Richmondshire induction programme and rewrite the programme so that it is similar in content but delivered as interactive exercises. This enables our volunteers to evidence the considerable skills and knowledge they bring to our organisation as well as learn new ways of working with our clients. We have worked closely with our local volunteer bureaux to recruit new volunteers as well as give presentations to local groups to promote our work and encourage people to find out more about volunteering with us. Closer working with groups such as U3A and Churches Together mean that we can tell more people about what we do and how we do it. We have also established a partnership with the Waddington Street Centre in Durham and they now deliver our Mental Health Awareness Training. We have run training with 4 groups of volunteers and taken 16 volunteers through to working with clients. Since the end of the financial year we have become an accredited centre with ‘One Awards’ and the first accredited training for volunteers will be delivered in September 2014. As ever our volunteers bring so much value to our organisation and this is our opportunity as an organisation to thank all of our volunteers for the great work that they do, their commitment to their clients and to let them know how much we appreciate them.


12

Trustee’s Report The trustees present their report and the financial statements for the year ended 31 March 2014 Charitable Objects The principal objects of the charity are the provision of an independent professional advocacy service in support of all persons in need by reason of age, mental health, emotional stress or mental or physical disability. Public Benefit Statement All our charitable activities as set out above in our objects statement are undertaken to further our charitable purposes for the public benefit. Structure, governance and management Hambleton and Richmond Advocacy is a registered charity set up in 1994. The Charity number is 1048994. The Charity is administered in accordance with its constitution by the Board of Trustees. The trustees who served during the year and up to the date of this report are set out on page 1. The Manager, who reports directly to the trustees, is responsible for the day to day activities of the charity and for the direction of its staff and volunteers. New trustees are identified on an informal basis by recommendation of existing members and of local individuals and organisations with an involvement in advocacy. There is no formal training for new trustees other than basic induction procedures. Some may already have training as volunteer advocates. Trustees are invited to attend organised training and development sessions. The committee considers that this system of recruitment and induction is appropriate to the Charity. Achievements and performance Through its staff and volunteers, the charity has worked to implement these objectives throughout the year. Good outcomes were achieved in both generic and targeted areas. New computer software has meant that we have been able to improve and harmonise the recording and monitoring of cases and outcomes. The provision of services in Selby has grown. The process of recruiting and training volunteers has proved to be difficult but we are positive that the barriers to this will be overcome. The Impact Report produced during the year highlighted our work and achievements over the last few years. The charity is immensely grateful to the volunteers who give of their time and expertise to support clients and, without whom, the work could not continue to the same level.


13

Hambleton and Richmond Advocacy continued to act as the lead organisation to the joint contract with NYCC and NHS North Yorkshire. The collaborative members are ourselves together with Craven Advocacy, Harrogate and District Advocacy and Advocacy Alliance, Scarborough, Whitby, Ryedale. Discussions about the future of the collaborative continued throughout the year and some consensus was achieved. The charity is always looking for ways to sustain the service, improve the effectiveness of how we work and opportunities for development. This is achieved through sharing ideas internally and linking to wider networks. Financial review This year the charity has continued to act as the lead organisation in a collaborative with other advocacy charities based in Harrogate, Craven and Scarborough. Through this collaborative Hambleton and Richmond Advocacy received funding for generic advocacy from North Yorkshire County Council and from NHS North Yorkshire at the same level as in 2012/13. The charity has again received funding from the Big Lottery. This runs to September 2014. During the year a bequest of £5000 was received and this has enabled us to add to the Lloyds Bank Foundation funding for the Volunteer Co-ordinator position. An Awards for All grant was received to research a new project to assist vulnerable people in dealing with mail and finance. In addition a project was funded to set up a central advice contact point with other advice organisations in this area. 2014 costs show an increase in wages of £21,000. This was spread over all areas and includes extra hours worked preparing funding applications, a full years charge for the Volunteer Co-ordinator and additional staff at Selby. We have had invaluable professional assistance in preparing for the next Big Lottery Bid and other funding applications and this included producing an Impact Report highlighting the work of the charity. The cost of this is reflected in the figure for professional fees in the accounts. The computer software was not providing the information which was needed and it was decided to invest in a new system. This is proving much more efficient in time and effort and should produce long term savings. A BACS system has been introduced for payments and this is also proving cost effective. All expenditure is closely monitored alongside the financial budget and any additional expenditure only undertaken after a full review. Restricted income is closely matched with costs and balances in these funds are retained to meet future budgeted expenditure. Careful budgeting and continued improvements in efficiency have kept most other expenditure at a similar level to previous years Unrestricted funds at the end of the year were £106,022 (a decrease of £11,579) Balances in Restricted funds were £17,549 (an increase of £5,564)


14

Future Plans Throughout the year, discussions have continued with the other four advocacy groups in North Yorkshire. Discussions have resulted in a proposal to form a North Yorkshire Charitable Incorporated Organisation, (CIO). It is proposed that Hambleton and Richmondshire Advocacy, Craven Advocacy and Harrogate & District Advocacy merge into the newly formed CIO. Advocacy Alliance Scarborough Whitby Ryedale do not intend to join the merger. The contract of the collaborative with NYCC for the provision of advocacy services was extended until March 2016. The contract with the NHS has been extended until May 2015. The current Big Lottery Grant funded three generic advocacy posts for 5 years. This comes to an end in September 2014. We await the result of a fresh application for further lottery funding. We are currently working on developing links with other advice organisations in this area and are also hoping to develop a mail and finance service for vulnerable people. We are continuing to recruit and train more volunteers. Other sources of funding continue to be sought and the charity hopes to explore further projects where advocacy support is needed. Reserves The trustees have a agreed a policy whereby sufficient funds should be held in reserve to maintain the core organisation for at least six months and to ensure continuity of activities until further funding is obtained. The general reserves at 31st March 2014 are broadly £106,000 which the trustees consider to be adequate. Funds not immediately required are held on deposit account with the Charities Aid Foundation and Virgin Money. Risk Review The principal external risk is the possible failure to obtain future funding especially in the current economic climate. Funding is continually monitored by the trustees and management and efforts to find funding are made well in advance of need. Reserves are held to minimise the impact of this risk on the organisation. Other internal risks have been considered by the trustees and procedures are in place to minimise these. Statement of trustees' responsibilities The trustees are responsible for preparing the Trustees' Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of charity and of the incoming resources and application of resources of the charity for that year. In preparing these financial statements the trustees are required to:


15

- select suitable accounting policies and then apply them consistently; - observe the methods and principles in the Charities SORP; - make judgements and estimates that are reasonable and prudent; - state whether applicable UK Accounting Standards have been followed, subject

to any material departures disclosed and explained in the financial statements; and

- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Acts and the Charity (Accounts and Reports) Regulations 2008. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. This report was signed on behalf of the board on 17th October 2014 by Norma McGrory Margaret Roberts

Norma McGrory (Chairman) Margaret I Roberts (Honorary Treasurer)


16

Hambleton and Richmondshire Advocacy Statement of Financial Activities

For the year ended 31st March 2014

Total Total

Notes

Unrestricted

Restricted funds funds

funds funds 2014 2013

£ £ £ £

Incoming resources 2 Incoming resources from generated funds:

Voluntary income

75434 106170 181604 170848

Investment income

1040

1040 640

Incoming resources from charitable activities

1312

1312 135

Total Incoming resources

77,786 106,170 183956 171,623

Resources expended 3

Charitable activities

88,334 100,176 188,510 153553

Governance costs

1,031 430 1,461 1356

Net income (expenditure) for the year

89,365 100,606 189,971 154909

Net incoming(outgoing) resources for the year

-11,579 5,564 -6,015 16,714

Total funds brought forward

117601 11985 129586 112872

Total funds carried forward

106,022 17,549 123,571 129,586

The statement of financial activities includes all gains and losses in the year. All incoming resources and resources expended derive from continuing

activities.


17

Hambleton and Richmondshire Advocacy

Balance Sheet as at 31st March 2014

Total

Total

Notes

funds

funds

2014

2013

£

£

Current Assets Cash at bank and in hand

126399

129848

Debtors and prepayments 6

9192

922

Total Current Assets

135591

130770

Current Liabilities Creditors and Accruals 7

12020

1184

12020

1184

Net Current Assets

123571

129586

Total assets less current liabilities

123571

129586

Net assets (liabilities)

123571

129586

Funds 8

Unrestricted funds

106022

117601

Restricted funds

17549

11985

Total funds carried forward

123571

129586

The financial statements were approved by the board of trustees and authorised for issue on 23rd September 2014 and are signed on its behalf by:

Norma McGrory (Chair)

Margaret Roberts (Treasurer)

Norma McGrory

Margaret Roberts


18

Notes to the accounts for the year ended 31st March 2014

1 Accounting Policies 1.1 Basis of accounting

The financial statements have been prepared under the historical cost convention,

and in accordance with the Financial Reporting Standards for Smaller Entities

(effective April 2008) and the Statement of Recommended Practice: Accounting

and Reporting by Charities (SORP 2005) and with the Charities Act 2011

1.2 Going concern

The Trustees have a reasonable expectation that the charity has adequate resources

to continue in existence for the foreseeable future. They continue to believe the going

concern basis of accounting is appropriate in preparing the financial statements.

1.3 Incoming resources

Income from charitable activities is accounted for when due.

Grants from government, and other funding bodies are credited as income received in the

period in which the conditions for receipt have been satisfied and the trustees are certain

of the receipt of the funds.

Investment income from bank interest is brought into account gross when receivable.

Income from donations and fundraising is included in the period in which it is received.

The value of volunteer help received is not included in the accounts but is described in

the annual report.

1.4 Resources expended

All costs are charged on the basis of the accruals concept, inclusive of any VAT which

cannot be recovered.

Charitable expenditure includes all expenditure directly relating to the objects of the

charity

Governance costs include those incurred in the governance of the charity and its assets

and are primarily associated with constitutional and statutory requirements.

1.5 Unrestricted funds

Unrestricted funds are funds which can be used in accordance with the charitable objects

at the discretion of the Trustees

1.6 Taxation

As a registered charity, the Charity is exempt from the payment of income

tax in respect of its charitable activities.

1.7 Pension costs

The charity contributes to a defined contribution scheme operated by Aviva

Contributions to this scheme are accounted for as they fall due.


19

2

Unrestricted

Restricted

Total

Total

Incoming resources funds

funds

2014

2013

£

£

£

£

Voluntary income

NYCC,NHS NY & York, York PCT 75164

75164

76721

NY Disabilities Partnership

7004

Big Lottery Grant

81092

81092

79123

Volunteer Co-ordinator Project

13000

13000

8000

Awards for all

9996

9996

0

HARASP

Note 8

2082

2082

0

Donations

270

0

270

135

75434

106170

181604

170983

Investment income

Bank interest

1040

0

1040

640

1040

0

1040

640

Incoming resources from charitable activities

Services to other organisations 1312

0

1312

0

1312

0

1312

0

Total incoming resources 77786

106170

183956

171623

3

Resources expended Unrestricted

Restricted

Total

Total

funds

funds

2014

2013

£

£

£

£


Salaries

67302

76517

143820

122831

Rent

2114

3944

6058

6611

Travel and volunteer expenses 2137

8276

10413

9592

Training and recruitment 679

3077

3756

1843

Telephone

1394

2052

3446

3946

Stationery ,postage and copying 1407

1874

3281

2910

Insurance

322

600

922

817

Professional fees

3220

1823

5044

274

Computer costs

9405

1316

10721

1675

Repairs and renewals

2042

Promotional expenses 147

455

602

280

Miscellaneous costs

207

241

449

732

88334

100176

188510

153553

Governance costs

Independent examination fees 230

430

660

800

Trustees Expenses

801

801

556

1031

430

1461

1356

Total resources expended 89365

100606

189971

154909

4

Trustees remuneration and expenses

No remuneration was paid to any of the Trustees.

Trustees were reimbursed £801 (2013: £566) in respect of travelling expenses.

Expenses were reimbursed to all Trustees.


20

5 Paid employees

2014

2013

Employees

No.

No.

The average monthly number of full time equivalent persons

employed during the year was:


4.6

4.4

Staff Costs for the above persons

2014

2013

£

£

Wages and salaries

129402

108885

Social security costs

8120

8229

Pension costs

6298

5717

143820

122831

There were no employees whose emoluments exceeded £60,000.

6

Debtors and prepayments

2014

2013

£

£

Debtors (Lloyds TSB Foundation grant)

8000

Prepayments (insurance)

1192

922

9192

922

7

Creditors and accruals

2014

2013

Falling due within the year

£

£

Trade creditors

660

384

Accruals

11360

800

12020

1184

8

Movement in funds

Balance

Incoming

Outgoing

Balance

Unrestricted funds

31.3.13

resources

resources

31.3.14

£

£

£

£

Funds for general advocacy 117601

77786

89365

106022

117601

77786

89365

106022

Restricted funds

Big Lottery

4268

81092

85134

226

Volunteer Co-ordinator Project 7717

13000

12437

8280

Awards for all

9996

2607

7389

HARASP

2082

428

1654

11985

106170

100606

17549

Total funds

129586

183956

189971

123571

Purpose of restricted funds

The Big Lottery fund is restricted by the terms of the grant and is to be used for

generic advocacy

The Volunteer Co-ordinator Project funds the work of a volunteer co-ordination to recruit and

train volunteers. This is funded by Lloyds Bank Foundation and a client bequest.

Awards for All Grant funds a feasibility study into a new project to assist vulnerable

people in dealing with mail and finance

Hambleton and Richmondshire Advice Services Partnership (HARASP) is funded through a

CAB Lottery Grant to set up a contact system with other local advice organisations

to provide a single advice access point in the area.


21

INDEPENDENT EXAMINERS REPORT TO THE TRUSTEES OF HAMBLETON AND RICHMONDSHIRE ADVOCACY

I report on the accounts of the Charity for the year ended 31 March 2014. Respective responsibilities of Trustees and examiner The charity’s Trustees are responsible for the preparation of the accounts. The charity’s Trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 act) and that an independent examination is needed. It is my responsibility to:

(i) examine the accounts under section 145 of the 2011 Act; (ii) to follow the procedures laid down in the general Directions given by the Charity

Commission under section 145(5)(b)of the 2011 Act; and (iii) to state whether particular matters have come to my attention.

Basis of independent examiner’s report My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below. Independent examiner’s statement In connection with my examination, no matter has come to my attention: (a) which gives me reasonable cause to believe that in any material respect the requirements:

(i) to keep accounting records in accordance with section 130 of the 2011 Act; and (ii) to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act; have not been met; or

(b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Kevin Bradley 8th October 2014

Kevin Bradley Date: Kenneth Easby Limited Chartered Accountants Trinity House, Thurston Road Northallerton North Yorkshire DL6 2NA

Hambleton & Richmondshire Advocacy · Independent Examiner’s Statement 21 . ... When the service...

Documents

Transcript of Hambleton & Richmondshire Advocacy · Independent Examiner’s Statement 21 . ... When the service...