REGISTERED COMPANY NUMBER: 03180805 (England and Wales) REGISTERED CHARITY NUMBER: 1055211
Report of the Trustees and Financial Statements for the Year Ended 31 March 2025
for
Advocacy Matters (Wales)
BPU Limited Chartered Accountants Radnor House Greenwood Close Cardiff Gate Business Park Cardiff CF23 8AA
Advocacy Matters (Wales)
Contents of the Financial Statements for the Year Ended 31 March 2025
| Page | |
|---|---|
| Report of the Trustees | 1 to 7 |
| Independent Examiner's Report | 8 |
| Statement of Financial Activities | 9 |
| Balance Sheet | 10 to 11 |
| Notes to the Financial Statements | 12 to 20 |
| Detailed Statement of Financial Activities | 21 to 22 |
Advocacy Matters (Wales)
Report of the Trustees for the Year Ended 31 March 2025
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 2025. The trustees have adopted the provisions of 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).
OBJECTIVES AND ACTIVITIES Objectives and activities
On the 8th February 2018, the management committee passed a Special Resolution to amend Advocacy Matters (Wales) objects. On this date the Articles of association was updated and the updated objects are as follows:
"To promote the relief of all people with a disability or a mental need and to assist those persons to overcome the barriers attendant upon their disability by the provision of a service calculated to:
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a) Assist a person with a disability or a mental health need to obtain his or her full rights as a citizen.
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b) Provide support to people with a disability or a mental need to express their views and wishes on issues that affect their lives.
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c) Support, represent and to facilitate the involvement of the person with a disability or a mental health need, to secure his or her preferred outcome".
Advocacy Matters (Wales) confirms that the trustees have considered public benefit when reviewing the charity's aims and objectives and in planning future activities and have had regard to the Charity Commissioner's guidance on public benefit. The organisation is open to anyone age 18 and over, who has a learning disability in our areas of operation. AMW Mission statement is that the organisation exists to promote the independent voice and protect the rights and choices of individuals with a disability. The organisation's vision is that individuals with a disability are recognised as equal citizens who participate in society and control their own lives. This statement is underlined by the values that all individuals with a disability have the right to the support required to make informed choices about their lives and be able to exercise such a right by:
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Being treated as unique individuals.
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Having choice and a right to confidentiality and independence.
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Being treated with respect, recognition and dignity.
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Having professionals working in partnership in a manner that does not stigmatise or
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- disadvantage them.
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Benefiting from social inclusion tenets of valuing uniqueness and diversity.
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Being able to take advantage of equal opportunities in all fields of activity.
To promote the rights, interests and inclusion of people with a learning disability and / or Autism spectrum condition, AMW provides Independent Advocacy services primarily in Cardiff and Vale of Glamorgan.
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Advocacy Matters (Wales) Report of the Trustees for the Year Ended 31 March 2025
Independent Advocates employed by AMW provide time limited, issue based advocacy service to support individuals to address specific problems and issues. Requests for Independent Advocacy are confidential and are accepted as a self-referral, from families / friends, organisations and Social services. Independent Advocates do not make decisions for people, or tell people what is best for them. Their role is to help people understand their rights and any choices they may have. If necessary, an Independent Professional Advocate will speak up for people and represent them.
Our Independent advocacy services are a Free and Confidential service for all adults with a learning disability and / or Autism spectrum condition who live in our geographical areas of operation.
AMW has had an active service user group since 2005. The Voices of Advocacy Matters (Wales), known as the Voices Group have lived experiences of learning disability/autism and independent advocacy. The Voices Group is currently made up of seven members (volunteers) who act as Ambassadors' for our Charity, playing a central role within the organisation and representing us at public functions and events to promote advocacy and our services. The Voices Group share their personal experiences of advocacy and how it has given them a voice, increased their confidence and sense of well-being to lead fulfilled and independent lives.
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Advocacy Matters (Wales)
Report of the Trustees for the Year Ended 31 March 2025
OBJECTIVES AND ACTIVITIES Achievements and performance
The foundations of Advocacy Matters (Wales) (AMW) began over 30 years ago and our Independent Advocacy services continue to be in great demand.
During the 2024-25 period, we continued to foster a collaborative, respectful, and empowering environment for our clients, enabling them to express their views and actively participate in the planning and delivery of the services they receive. The central focus of our work continued to be Independent Advocacy for adults with learning disabilities and/or Autism Spectrum Conditions. Our advocates provided tailored support, helping these individuals to understand their rights, navigate complex social and health systems, and make informed decisions about their care and daily lives. By maintaining complete independence and avoiding conflicts of interest, our advocates ensured that the client's perspective remained at the heart of every decision, building trust and reinforcing their autonomy.
The advocacy team worked on a wide range of issues affecting adults with learning disabilities and autism, including housing, social care, community integration, access to education or training opportunities, and day-to-day decision-making.
Advocates supported clients to communicate effectively with professionals, understand complex information, and have their voices heard in important meetings and reviews. This consistent focus on empowerment and self-determination ensured that our clients could participate as fully as possible in decisions affecting their lives.
In addition to providing this broad-based service, the team also ran regular "surgery-style" independent advocacy sessions for out-of-county residents at Witla Court and Wentwood Court community homes. They also offered these sessions at Pinetree Court, a locally based independent hospital in Cardiff.
These sessions were designed to provide accessible, personalised advocacy support to adults with learning disabilities and autism, enabling them to raise concerns, and receive professional advocacy in a setting that was safe and approachable.
During this period, the charity received a number of enquiries by phone from individuals, organisations, and local authorities seeking independent advocacy services beyond our areas of operation. Using our extensive database of organisations and agencies across Wales, we were able to direct these callers to the most appropriate specialist services in their local areas, ensuring they received the support they needed.
We continue to develop our well-established 'Voices of AMW' service user group, facilitated by our Taking Part worker. This group is made up of volunteer former service users who contribute to the organisation in a variety of ways. Members work with other groups to share their experiences of social services in the region, providing valuable feedback that helps shape and improve the services we offer.
We are also proud to report that, towards the end of this financial year, Advocacy Matters (Wales) was awarded the Independent Professional Advocacy (IPA) contracts in Cardiff and the Vale for adults aged 18+ with learning disabilities and/or autism. Despite a lengthy and complex procurement process, our team maintained high-quality, uninterrupted services throughout the year.
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Advocacy Matters (Wales)
Report of the Trustees for the Year Ended 31 March 2025
OBJECTIVES AND ACTIVITIES
Securing these contracts ensures the long-term sustainability of our organisation, reinforces our reputation as a trusted provider of specialist advocacy, and enables us to move forward with confidence.
The new contracts, commencing on 1st April 2025, provide security for the next four years, with the potential to extend to six, and offer a strong foundation for pursuing additional funding opportunities. With these contracts in place, Advocacy Matters (Wales) is well-positioned to continue delivering professional, high-quality advocacy services and to build on this success in the years ahead.
STRATEGIC REPORT
Financial Review and Reserves Policy
The accounts show a deficit for 2025 year of £5,671 on income of £263,248 compared to a deficit of £29,415 in 2024 on income of £320,360.
The trustees of AMW recognise their legal duty to apply income funds for the objects of the Charity, within a reasonable time of receipt for the benefit of actual and potential service users and beneficiaries. The trustees have determined the principles and holding reserves as being:
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a) To assist in the strategic planning of services
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b) To provide a resource to meet legal obligations and liabilities
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c) To assist in the maintenance of the Organisation's independence
The trustees recognise that the policy needs to be flexible enough to accommodate changes brought about by new developments and external factors outside of the control AMW. However the trustees believe that it is necessary to hold defined levels of financial reserves to absorb setbacks and to take advantage of change and opportunity.
The trustees aspire to hold a minimum of six months average expenditure, plus additional obligations such as rent notice and redundancies in free reserves to ensure the principal objects of the Charity are met. The unrestricted reserves brought forward have decreased during the year by £5,671 to leave a balance at 31st March 2025 of £188,207. The trustees are aware that the unrestricted reserves held are below the level they aspire to hold and will continue to take steps in the future to increase reserves.
The trustees formally review the Policy on an annual basis.
The Directors/Trustees submit herewith the annual report and financial statements for the year ended 31st March 2025.
STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document
The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.
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Advocacy Matters (Wales)
Report of the Trustees for the Year Ended 31 March 2025
Advocacy Matters (Wales) formerly known as People in Partnership is a registered charity and a company limited by guarantee governed by its Memorandum and Articles of Association dated 1st April 1996 as amended.
To accurately reflect the Charity's work, Advocacy Matters (Wales) amended its Articles of Association by a Special Resolution 8th February 2018.
As a membership organization Advocacy Matters (Wales) relies on its members to support and influence its work. Membership is renewed annually and individuals are encouraged to take an active part in the charity over the coming year. In the event of the company being wound up members have promised to pay £1.00 towards its debts.
Appointment, induction and training of Management Committee
The directors of the company are also charity trustees for the purposes of charity law and under the company's Articles are known as the Management Committee. The more traditional business skills and knowledge are well represented on the Management Committee.
Trustee handbooks are in place for all Board Members which include the information and documents under the following headings: The Charity; Legal Status and Regulatory Guidance; Governance and Management.
Trustees are able to attend appropriate internal / external training events, as identified to facilitate the undertaking of their role. Trustees are familiar with the practical work of the charity through the agreeing and setting of annual business objectives; the Voices Group reports and staff quarterly reports.
Risk Management
The Management Committee's internal audit manages risks that are significant to the fulfilment of AMW charitable objectives to safeguard AMW assets and ensure the charity is effectively fulfilling its objectives.
The Management Committee have approved the Trustees Code of Conduct, AMW Membership Policy; AMW Reserves Policy and further agreed a robust system of checks and balances are implemented to encompass not only the role of trustees but also of the staff, this includes; Code of Ethics for Trustees and staff; Health & Safety policy, which includes office safety and Lone Worker procedures. Trustees are required to declare their interests at the start of each and every committee meeting.
The charity is protected against legal expenses in employment disputes; tribunal applications; tribunal awards and compensation cover through employer indemnity Insurance.
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Advocacy Matters (Wales)
Report of the Trustees for the Year Ended 31 March 2025
STRUCTURE, GOVERNANCE AND MANAGEMENT
Organisational structure
Operating from offices in Cardiff, AMW employed 9 staff during this period. Oswald Pearson, Executive Director provides strategic operational direction for AMW and is directly accountable to the management Committee.
Responsibility for the overall strategy and good governance of the organisation rests with AMW trustees/directors to ensure AMW operates legally and is accountable and open. The Management Committee is currently made up of five members. Committee meetings are approved one year in advance, at quarterly intervals with standing items clearly identified. Annual General Meetings are held in December each year with service users actively involved in the presentation.
Plans for the future
With the new IPA contracts in place, we look to the future with confidence and optimism.
These contracts provide the opportunity to deliver a more focused, responsive, and sustainable service. They will enable us to strengthen our impact, support more individuals with adult social care needs, and significantly reduce waiting times for those eligible for our services.
Over the coming year, we will prioritise adapting and consolidating our systems to ensure the smooth and effective delivery of IPA under the new contracts, laying the groundwork for continued growth and improved outcomes for the people we support.
REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number
03180805 (England and Wales)
Registered Charity number
1055211
Registered office
Canton House (Suite B1) 435 Cowbridge Road East Canton Cardiff CF5 1JH
Trustees
D A Clarke R Davies P Sutton O Thomas C Williams
Company Secretary
O W Pearson
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Advocacy Matters (Wales)
Report of the Trustees for the Year Ended 31 March 2025
REFERENCE AND ADMINISTRATIVE DETAILS Independent Examiner
John Huw Palin FCA BPU Limited Chartered Accountants Radnor House Greenwood Close Cardiff Gate Business Park Cardiff CF23 8AA
This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.
Report of the trustees, incorporating a strategic report, approved by order of the board of trustees, as the company directors, on ............................................. and signed on the board's behalf by:
.......................................................... C Williams - Trustee
7
Independent Examiner's Report to the Trustees of Advocacy Matters (Wales)
Independent examiner's report to the trustees of Advocacy Matters (Wales) ('the Company') I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2025.
Responsibilities and basis of report
As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').
Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.
Independent examiner's statement
Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:
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accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or
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the accounts do not accord with those records; or
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the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or
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the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
John Huw Palin FCA The Institute of Chartered Accountants in England and Wales
BPU Limited Chartered Accountants
Date: .............................................
8
Advocacy Matters (Wales)
Statement of Financial Activities (Incorporating an Income and Expenditure Account) for the Year Ended 31 March 2025
| Unrestricted Restricted funds funds Notes £ £ INCOME AND ENDOWMENTS FROM Donations and legacies 2 - - Charitable activities 4 Charitable activities 263,248 - Investment income 3 - - Total 263,248 - EXPENDITURE ON Charitable activities 5 Charitable activities 268,919 - NET INCOME/(EXPENDITURE) (5,671) - RECONCILIATION OF FUNDS Total funds brought forward 193,878 - TOTAL FUNDS CARRIED FORWARD 188,207 - |
2025 Total funds £ - 263,248 - 263,248 268,919 (5,671) 193,878 **188,207 ** |
2024 Total funds £ 2,500 317,858 2 320,360 349,775 (29,415) 223,293 193,878 |
|---|---|---|
The notes form part of these financial statements
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Advocacy Matters (Wales)
Balance Sheet 31 March 2025
| Notes FIXED ASSETS Tangible assets 12 CURRENT ASSETS Debtors 13 Cash at bank CREDITORS Amounts falling due within one year 14 NET CURRENT ASSETS TOTAL ASSETS LESS CURRENT LIABILITIES NET ASSETS FUNDS 16 Unrestricted funds TOTAL FUNDS |
2025 £ - 1,422 197,458 198,880 (10,673) 188,207 188,207 188,207 188,207 **188,207 ** |
2024 £ - 1,369 201,376 202,745 (8,867) 193,878 193,878 193,878 193,878 193,878 |
|---|---|---|
The notes form part of these financial statements
continued...
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Advocacy Matters (Wales)
Balance Sheet - continued 31 March 2025
The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.
The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.
The trustees acknowledge their responsibilities for
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(a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and
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(b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.
These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.
The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:
............................................. C Williams - Trustee
The notes form part of these financial statements
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Advocacy Matters (Wales) Notes to the Financial Statements for the Year Ended 31 March 2025
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.
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. The following specific policies are applied to particular categories of income:
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i) Voluntary income is received by way of donations and is included in accounts when receivable.
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ii) Grants, where entitlement is not conditional on the delivery of a specific performance by the charity, are recognised when the charity becomes unconditionally entitled to the grant which will normally be when the grant is actually received. Grants, where related to performance and specific deliverables, are accounted for as the charity earns the right to consideration by its performance. Deferred income represents grant monies received for future periods and released to incoming resources in the period to which it relates.
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iii) Trading income is included when receivable.
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iv) Donated services and facilities are included at the value to the charity where this can be quantified and are material.
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v) Investment income and all other income is recognised when receivable.
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.
Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.
Computer equipment - 50% straight line
Taxation
The charity is exempt from corporation tax on its charitable activities.
continued...
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Advocacy Matters (Wales) Notes to the Financial Statements - continued for the Year Ended 31 March 2025
1. ACCOUNTING POLICIES - continued
Fund accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
Pension costs and other post-retirement benefits
The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.
| 2. DONATIONS AND LEGACIES Donations 3. INVESTMENT INCOME Bank interest received 4. INCOME FROM CHARITABLE ACTIVITIES Activity Grants Charitable activities Grants received, included in the above, are as follows: Cardiff City Council Vale County Council Ludlow Street Health Care Ocean Community Services Ltd National Lottery Community Fund The Henry Smith Charity |
2025 £ - 2025 £ - 2025 £ 263,248 2025 £ 173,849 61,121 21,852 6,426 - - 263,248 |
2024 £ 2,500 2024 £ 2 2024 £ 317,858 2024 £ 168,786 59,284 21,852 6,427 45,859 15,650 317,858 |
|---|---|---|
continued...
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Advocacy Matters (Wales)
Notes to the Financial Statements - continued for the Year Ended 31 March 2025
| 5. CHARITABLE ACTIVITIES COSTS Direct Support Costs (see costs (see note 6) note 7) £ £ Charitable activities 228,645 40,274 6. DIRECT COSTS OF CHARITABLE ACTIVITIES 2025 £ Staff costs 224,960 Staff travel expenses 3,685 228,645 7. SUPPORT COSTS Governance Other costs £ £ Charitable activities 24,942 15,332 Support costs, included in the above, are as follows: 2025 Charitable activities £ Utilities, repairs, equipment & IT 7,326 Insurance 1,580 Telephone & postages 2,486 Printing & stationery 697 Rent & rates 10,230 Publicity and promotion 1,023 Office sundries and cleaning 108 Professional fees & subscriptions 1,492 Wages 10,946 Social security 1,259 Auditors' remuneration 2,164 Insurance 545 Accountancy and legal fees 302 Bank charges 116 40,274 |
Totals £ 268,919 2024 £ 305,979 5,457 311,436 Totals £ 40,274 2024 Total activities £ 6,923 1,519 2,369 207 9,985 1,301 - 1,454 10,659 1,220 2,022 545 14 121 38,339 |
|---|---|
continued...
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Advocacy Matters (Wales) Notes to the Financial Statements - continued for the Year Ended 31 March 2025
8. NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
| Auditors' remuneration | 2025 £ **2,164 ** |
2024 £ 2,022 |
|---|---|---|
9. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.
Trustees' expenses
There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.
10. STAFF COSTS
| Wages and salaries Social security costs Other pension costs |
2025 £ 208,564 14,447 14,154 237,165 |
2024 £ 277,001 22,690 18,167 317,858 |
|---|---|---|
The average monthly number of employees during the year was as follows:
| 2025 | 2024 | |
|---|---|---|
| Administration | 8 | 10 |
No employees received emoluments in excess of £60,000.
continued...
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Advocacy Matters (Wales)
Notes to the Financial Statements - continued for the Year Ended 31 March 2025
| 11. | COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES | COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES | COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES | ||
|---|---|---|---|---|---|
| Unrestricted | Restricted | Total |
|||
| funds | funds | funds | |||
| £ | £ | £ | |||
| INCOME AND ENDOWMENTS FROM | |||||
| Donations and legacies | 2,500 | - | 2,500 | ||
| Charitable activities | |||||
| Charitable activities | 256,349 | 61,509 | 317,858 | ||
| Investment income | 2 | - | 2 | ||
| Total | 258,851 | 61,509 | 320,360 | ||
| EXPENDITURE ON | |||||
| Charitable activities | |||||
| Charitable activities | 274,566 | 75,209 | 349,775 | ||
| NET INCOME/(EXPENDITURE) | (15,715) | (13,700) | (29,415) | ||
| RECONCILIATION OF FUNDS | |||||
| Total funds brought forward | 209,593 | 13,700 | 223,293 | ||
| TOTAL FUNDS CARRIED | |||||
| FORWARD | 193,878 | - | 193,878 | ||
| 12. | TANGIBLE FIXED ASSETS | ||||
| Computer | |||||
| equipment | |||||
| £ | |||||
| COST | |||||
| At 1 April 2024 and 31 March 2025 | 9,177 | ||||
| DEPRECIATION | |||||
| At 1 April 2024 and 31 March 2025 | 9,177 | ||||
| NET BOOK VALUE | |||||
| At 31 March 2025 | - | ||||
| At 31 March 2024 | - |
continued...
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Advocacy Matters (Wales)
Notes to the Financial Statements - continued for the Year Ended 31 March 2025
| 13. | DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | ||
|---|---|---|---|---|---|
| 2025 | 2024 | ||||
| £ | £ | ||||
| Prepayments | 1,422 | 1,369 | |||
| 1,422 | 1,369 | ||||
| 14. | CREDITORS: AMOUNTS FALLING DUE WITHIN | ONE YEAR | |||
| 2025 | 2024 | ||||
| £ | £ | ||||
| Social security and other taxes | 5,359 | 5,561 | |||
| Accruals and deferred income | 5,314 | 3,306 | |||
| 10,673 | 8,867 | ||||
| 15. | ANALYSIS OF NET ASSETS BETWEEN FUNDS | ||||
| 2025 | 2024 | ||||
| Unrestricted | Restricted | Total | Total | ||
| funds | funds | funds | funds | ||
| £ | £ | £ | £ | ||
| Current assets | 198,880 | - | 198,880 | 202,745 | |
| Current liabilities | **(10,673) ** | - |
**(10,673) ** | (8,867) | |
| **188,207 ** | - | **188,207 ** | 193,878 | ||
| 16. | MOVEMENT IN FUNDS | ||||
| Net | |||||
| movement | |||||
| At 1/4/24 | in funds | At 31/3/25 | |||
| £ | £ | £ | |||
| Unrestricted funds | |||||
| General fund | 206,477 | (5,384) | 201,093 | ||
| CC Council - Service Specification | (11,716) | (202) | (11,918) | ||
| Vale CC - Letter of Understanding | **(883) ** | **(85) ** | **(968) ** | ||
| 193,878 | (5,671) | **188,207 ** | |||
| TOTAL FUNDS | 193,878 | (5,671) | **188,207 ** |
continued...
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Advocacy Matters (Wales) Notes to the Financial Statements - continued for the Year Ended 31 March 2025
16. MOVEMENT IN FUNDS - continued
Net movement in funds, included in the above are as follows:
| Incoming | Resources | Movement | |
|---|---|---|---|
| resources | expended | in funds | |
| £ | £ | £ | |
| Unrestricted funds | |||
| General fund | - | (5,384) | (5,384) |
| CC Council - Service Specification | 173,847 | (174,049) | (202) |
| Vale CC - Letter of Understanding | 61,122 | (61,207) | (85) |
| Ocean Community Services Ltd | 6,427 | (6,427) | - |
| Ludlow Street Health Care | **21,852 ** | (21,852) | - |
| 263,248 | (268,919) | (5,671) | |
| TOTAL FUNDS | 263,248 | **(268,919) ** | (5,671) |
| Comparatives for movement in funds | |||
| Net | |||
| movement | |||
| At 1/4/23 | in funds | At 31/3/24 | |
| £ | £ | £ | |
| Unrestricted funds | |||
| General fund | 209,593 | (3,116) | 206,477 |
| CC Council - Service Specification | - | (11,716) | (11,716) |
| Vale CC - Letter of Understanding | - | (883) | (883) |
| 209,593 | (15,715) | 193,878 | |
| Restricted funds | |||
| National Lottery Community Fund | 5,571 | (5,571) | - |
| Henry Smith | 8,129 | (8,129) | - |
| 13,700 | (13,700) | - | |
| TOTAL FUNDS | 223,293 | (29,415) | 193,878 |
continued...
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Advocacy Matters (Wales) Notes to the Financial Statements - continued for the Year Ended 31 March 2025
16. MOVEMENT IN FUNDS - continued
Comparative net movement in funds, included in the above are as follows:
| Incoming | Resources | Movement | |
|---|---|---|---|
| resources | expended | in funds | |
| £ | £ | £ | |
| Unrestricted funds | |||
| General fund | 2,501 | (5,617) | (3,116) |
| CC Council - Service Specification | 168,787 | (180,503) | (11,716) |
| Vale CC - Letter of Understanding | 59,284 | (60,167) | (883) |
| Ocean Community Services Ltd | 6,427 | (6,427) | - |
| Ludlow Street Health Care | 21,852 | (21,852) | - |
| 258,851 | (274,566) | (15,715) | |
| Restricted funds | |||
| National Lottery Community Fund | 45,858 | (51,429) | (5,571) |
| Henry Smith | 15,651 | (23,780) | (8,129) |
| 61,509 | (75,209) | (13,700) | |
| TOTAL FUNDS | 320,360 | (349,775) | (29,415) |
A current year 12 months and prior year 12 months combined position is as follows:
| Unrestricted funds General fund CC Council - Service Specification Vale CC - Letter of Understanding Restricted funds National Lottery Community Fund Henry Smith TOTAL FUNDS |
Net movement At 1/4/23 in funds At 31/3/25 £ £ £ 209,593 (8,500) 201,093 - (11,918) (11,918) - (968) (968) 209,593 (21,386) 188,207 5,571 (5,571) - 8,129 (8,129) - 13,700 (13,700) - 223,293 (35,086) 188,207 |
|---|---|
continued...
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Advocacy Matters (Wales) Notes to the Financial Statements - continued for the Year Ended 31 March 2025
16. 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:
| Incoming | Resources | Movement | |
|---|---|---|---|
| resources | expended | in funds | |
| £ | £ | £ | |
| Unrestricted funds | |||
| General fund | 2,501 | (11,001) | (8,500) |
| CC Council - Service Specification | 342,634 | (354,552) | (11,918) |
| Vale CC - Letter of Understanding | 120,406 | (121,374) | (968) |
| Ocean Community Services Ltd | 12,854 | (12,854) | - |
| Ludlow Street Health Care | 43,704 | (43,704) | - |
| 522,099 | (543,485) | (21,386) | |
| Restricted funds | |||
| National Lottery Community Fund | 45,858 | (51,429) | (5,571) |
| Henry Smith | 15,651 | (23,780) | (8,129) |
| 61,509 | (75,209) | (13,700) | |
| TOTAL FUNDS | 583,608 | (618,694) | (35,086) |
17. RELATED PARTY DISCLOSURES
There were no related party transactions for the year ended 31 March 2025.
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Advocacy Matters (Wales)
Detailed Statement of Financial Activities for the Year Ended 31 March 2025
| INCOME AND ENDOWMENTS Donations and legacies Donations Investment income Bank interest received Charitable activities Grants Total incoming resources EXPENDITURE Charitable activities Wages Social security Pensions Staff travel expenses Support costs Other Utilities, repairs, equipment & IT Insurance Telephone & postages Printing & stationery Rent & rates Publicity and promotion Office sundries and cleaning Professional fees & subscriptions Governance costs Wages Social security Carried forward |
2025 £ - - 263,248 263,248 197,618 13,188 14,154 3,685 228,645 7,326 1,580 2,486 697 10,230 1,023 108 1,492 24,942 10,946 1,259 12,205 |
2024 £ 2,500 2 317,858 320,360 266,342 21,470 18,167 5,457 311,436 6,923 1,519 2,369 207 9,985 1,301 - 1,454 23,758 10,659 1,220 11,879 |
|---|---|---|
This page does not form part of the statutory financial statements
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Advocacy Matters (Wales)
Detailed Statement of Financial Activities for the Year Ended 31 March 2025
| Governance costs Brought forward Auditors' remuneration Insurance Accountancy and legal fees Bank charges Total resources expended Net expenditure |
2025 £ 12,205 2,164 545 302 116 15,332 268,919 (5,671) |
2024 £ 11,879 2,022 545 14 121 14,581 349,775 (29,415) |
|---|---|---|
This page does not form part of the statutory financial statements
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