REGISTERED COMPANY NUMBER: 03328628 (England and Wales) REGISTERED CHAIUTY NUMBER: 1067428 Report of the Trustees Audited Financial Statements for the Year Ended 31 Mgrch 2024 for Adfam National (A Company Lin)ited by Guarantee) Grant Harrod L¢rnian Davis LLP Chartered Accountants Statutory Auditors 1st Floor Healthaid House Marll)orough Hill Harrow Middlesex HAI IUD Adfam National Contents of the FinaneiAI Statements for the year ended 31 Marcb 2024 Page Report of the Trustees Report of the Independent Auditors 10 to 13 StY4tement of FinAneial Activitses 14 Balanee Sheet 15 Cash Flow Statement 16 Notes to the Cash Flow Statement 17 Notes to the Financial Statements 18 to 26 Adfam Nation41 Report of the Trustees for the year ended 31 March 2024 Th¢ trustees who are also directors of the ¢harity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to charities prepaTing their accounts in accordance with the Financial Reporting Standard applicable in the LU( and Republi¢ of Ireland (FRS 102) (effective l January 2019). The Trustees take thi5 opportunity to thank all the donors for their support and financial commitment without which they would be unable to meet their objectives. Page I Adfam Nation41 Reporf of the Trustees for the year ended 31 March 2024 OBJEcrtVES AND ACTIVITIES Objeetiv¢8 2nd Aims Why We Exist Adfam is the leading families and addiction charity in England. We are here for all the milllons of people aff¢¢ted by someone else's drug or alcohol use, or gambling. These people are children, parents, friends, parniers. siblings, and grandparents. There are over 5 million people in this county negatively affected by the drinking, drug use or gambling of a family member or friend. Coping with someone you love experiencing these problems Can cause physical, mentsl, emotional. social and financial distress. Substance misuse or gambling are often just one part of the story. so many also suffer mental ill health, domesli¢ abuse and financial problems. They are often afraid to speak out, so they are hidden in plain sight, Adfam gives them a voice. We know how hard life can b¢ for these families and we want to make life better for them. Our vision at Adfam is that family members affethd by Substance use or gambling are heard, valued And have acces5 to support- that's why we do what we do lo help. We support anyone afftcted by these problems, from all backgrounds and cultures, What We Do Support familie5 by providing direct servi¢¢s Train the workforce so families can receive expert help Jnfluen¢t decision makers and the public to recogtsise that families need support Give a voice to families: We do this by: Listening to family members and front-line workers so they ¢an tell us what we need to do to influence change Condu¢ting res¢ar¢h $0 all our work is evidence-based Being culturally inclusive to families from all backgrounds What we want for the future We want a society where anyon¢ affected by someone else's sub5tanc¢ use or gambling can Teceive suppoffj feel included, and thrive. Training: We provide ¢apa¢ity building to effect change for practitioners: We do this by: Providing a¢¢redited training Running national online forums which serve as a network for a wide rnnge of professionals from relevant sectors to share and develop good practice Providing a consultancy servi¢e to build the capacity of practitioners to work with families, enabling the development of a family focused approach Provide webinars to schools and organisations We int]uence strategic change: We do this by.. Running Ihought leadership, events on relevanl lopics Supporting volunteers as advocates, giving a voice to family memb¢rlcarers, challenging stigma and r&ising awareness of their needs - Providing a¢¢ess to national policy consultations disseminating policy and good practice briefings Involving volunteers and practition¢TS in qualitativ¢ research Page 2 Adfim National Report of the Trustees for the year ended 31 March 2024 Developing and disseminating materials designed to advocate on behalf for families, for exampl¢, policy briefing5. press and media communications, qualitative research. focus groups, Consultations, surveys. and round table discussions and events - Commissioning and conducting research - Running publi¢ awareness campaigns - Talking to parliamentarians and Government offjcials Public benefit The public benefits from Adfam's services through our direct work ￿ryth vulnerable families and families in isolated, and hard tr) reach communities. Adfam's indirect services influence government policy so that the needs of ihes¢ families and the general public are taken into account IT] national government strategies. Adfam also provides inforniation and the testimonies of families affected by substance use io the niedi4 and to local and national opinion formers. Page 3 Adfam N*tional Report of the Trustees for the year ended 31 March 2024 STRATEGIC REPORT Achievement and performance Charitable aetivities Adfam's achievements include.. We continue to develop the reach of our online one-tfrone and facilitated peer support groups for families: Adfam@Home. We have re¢¢ived funding from the Arn)ed Forces Covenant Trust and the Veterans Foundation to deliver Adfam@Home for military veterans, families. We work with CGL to provide Adfam@Hom¢ in Gateshead &8 well as The City Bridge Foundation, to deliver the Adfam@Home ¢ounselling service in London. We have received funding from.. Change Grow Live - Gateshead City Bridge Foundation Essex PFCC Essex Community Foundation Fowler Smith and Jones (FSJ) Trust Lancashire County Counctl London Borough of Lambeth Martin Geddes Charitsble Trust Midlands Partnership NHS Foundation Trust- 1797797 Sidney Ivor Luck Counselling Trust The Armed Forc¢s Covenant Fund Tn￿t The Fonvard TNst The National Lottery Community Fund The Veterans, Foundation The VintJ)ers' Company We have grown our reach and dlrect work. During this financial year. we li&ve Family Support Co-ordinators delivering direct work with families in Buckinghamshire and East Sussex. We continue to have a successful relationship with local authorities. We continued to be funded to work with NHS In¢lusion to embed family work within their treatment services in Buckinghamshire. We also secured fundlng from East Sussex to deliver a family support service. Cambridgeshire Community Foundation/ Harry Cureton Fund Changing Lives Collective Voice East Sussex County Council L4)ndon Joint Working Group on Hep C Midlands Parthership NHS Foundation Trnst - 16275211nclusion The Annie Tranmer Charitable Trusl The Earl Fitzwilliam Charitsble Trust The Jack Brunton Charitable Trust The Simon Gibson Charitsble Trust We set up a Lived Experience Advisory Group, bringing together a group of family members to act as a sounding board for Adfam's strategy and activities, chaired by one of Adfam's trustees. We continue to lead on the Alcohol and Families Alliance and the Alliance of Family Support Group5. We worked with Nexus Futures, who provide pro bono suppor¢ to help u5 refresh our resources and develop our marketing opportunities. In 2023-24, we a¢hAev¢d.. launched our 40th birthday campaign to ra15e awareness and in¢rrase donation continued to lead the Alcohol and Families Alliance, and the Alliance of Family Support Group5, holding all member meetings and initiating research into non41ependent drinking and couple conllict. - produced reports on: - Our Impact Report Page 4 Adfam National Report of the Trustees for the year ended 31 Marcb 2024 - Families and the Cost of Living Crisis - Alcohol and Intimate Partner Relationships, foi the Alcohol and Families Alliance - The Stst¢ of the Family Support Sector - met key Government officials to promote our cause continued to hosi our online sUPPOrt forum, delivered our accredited training courses, via Zoom, to prdctitioners working with families affected by substance use across the county and developed new topics. held 12 fornms for practitioners,. these forums include presentations on researc￿ and on good practice. We ollaborated with partners in Wales lo hold the Wales Families Forums. Our reach this year: Social media 7,022 followers on X 1,899 followers on Facebook 1.560 Instagram follower5 554 LinkedIn followers 2,712 SUb￿rIber5 to receive our newsletter and other updates Websile New users: 214,175 41,663 views were made to Adfam's 'Finding Support, page Training and Forums 57 days training. which had 475 participants in total 14 forums or other online events took place such as Roundtables. 563 registered to attend these events. We are grateful to the follomqng funders for their continued support: Cambridgeshire Community Foundatio￿1 Harry Cureton Fund Change Grow Live- Gate5h¢ad Changing Lives City Bridge Foundation Collective Voice East Sussex County Council Essex PFCC Essex Community Foundation FowleT Smith and Jones (FSJ) Trust Lancashire County Council London Borough of Lambeth London Joint Working Group on Hep C Martin Gedd¢s Charitable Trust Midlands Partnership NHS Foundation Trust - 1627521 Inclusion Midlands Partnership NHS Foundation Trust - 1797797 Sidney Ivor Luck Coun5elling Trust Thc Amiie Travmer Charitsble Trust The Amied Forces Covenant Fund Trust The Earl Fitzwilliam Charitable Trust The Forward Trust The Jack Brunton Charitable Trust The National Lottery Communtty Fund The Simon Gibson Charitable Trust The Veterans. Foundation The Vintners, Company Page 5 Adfam Iyational Report of the Trustees for the year ended 31 March 2024 STRATEGIC REPORT Financial review Fioan¢iAI review Review of Adfsrn National'$ ye&r-eDd financial position Our in¢orne ftir the year was £650,123, which is an increase from the previous y¢ar (£463,965). Expenditure also increased from £597,782 to £678,283. This produced a net incornel(expenditure) position for the year at (£28,160) compared to {£133,817) for the previous year.we continue to keep our income and expenditure under Teview. Reserves policy The Trustses have establish¢d a policy whereby the unrestricted funds not Committed or invested in tangible fixed assets ("the fr¢e res¢r¥es") held by the charity should be equal to 3 months of unrestricted operating expenditure. which equated to £40,000 in general fvnds. At this level the Trustees feel that they would be able to continue the currens activities of the ¢harity in the event of a significant drop in funding. It would obviously be necessary to consider how the fiinding would be replaced or activities changed. The Management Committee has examined the charity's requirements for reserve5 in light of the main risks to the organisation. The present level of reserves available to the chaTity met the target level. Although the stralegy is to wnlinue to build reserves through planned operating surpluses, the Management Committee has also ¢onsidered the extent to which existing activitle5 Can be rationalised, should such ¢ircumstances arise. STRiJcfuRE, GOVERNANCE AND MANAGEMENr Governing document Adfam Nalional is a charitsble company (trading and widety known as Adfam) limited by guarantee and governed by its memorandum and article5 Of association. The company was incoTporated on 28 February 1997 and register￿ as a charity on 14 January 1998. In the evenl of the company being wound up members are required to contribute an amount not exceeding £1. The directors of ihe ¢haritable company are its trustees for the purpose of charity law and throughout this report are ¢olle¢tively referred to ￿ the trustees. Under the articles of association the board of trustees appoint new Irustees, who are required to stand for re-election at the next Annual General Meeting. One third of the existing trustees are required to stand for re