Charity Registration No. 1067584
Company Registration No. 03482562 (England and Wales)
VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
CONTENTS
Page
Chairman's statement
Trustees report
Independenl examinels report
Statement of financial activities
statement of financial position
Notes to the financial statements
8-12
Detailed trading and profit and loss account
13&14

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
LEGAL AND ADMINISTRATIVE INFORMATION
Trustees
D Roache (Treasurer)
I Prosser {Company Secretary)
K Aukstolis
C W Goody
M Wells (Chairman)
Secretary
I Prosser (Company Secretary)
Charity number
1067584
Company nurnber
03482562
Principal address
3 Arden Court
Arden Street
Stralford-Upon-Avon
Warwickshire
CV37 6NT
Registered office
3 Arden Court
Arden Street
Stratford-Upon-Avon
Watwickshire
CV37 6NT
Independent examiner
Grineaux Accounlanls Limited
20 Market Hill
Soulham
Warwickshire
CV47 OHF

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
CHAIRMAN'S STATEMENT
FOR THE YEAR ENDED 31 MARCH 2025
The Charity has continued to deliver vital services across Soulh Warwickshire, Rugby, and Solihull, thanks lo the
unwavering commitmenl of our volunteers and staff, supported by our partners and funders.
Our volunteers remain at the heart of everything we do. In 2024125, they collectively donated an incredible over
36,000 hours of their time across our services
from driving patients to hospilal appointments, lo supporting
dementia day clubs, lo making wellbeing calls. If this contribution were Costed al the Real Living Wage, il would be
worth around £430,000, with a wider social value exceeding £900,000.
Community Transport
Our Communily Transport Service continues to be one of the largest in WaNickshire, supporting in excess of 5,000
passengers across South Warwickshire, Rugby, and Solihull. With more than 150 volunteer drivers, we completed
approximately 14,800 journeys during the year, covering an extraordinary 344,000 miles.
Collectively, our drivers donaled 32,770 hours of their lime, the equivalent of £393,000 at the Real Living Wage, or
£472,000 allowing for on-cosls such as training and coordination. When the wider social impaGI is considered,
reduced missed hospital appoinlmenls, carer relief, increased independence, and improved wellbeing, this equates
to an estimated social value of £590,000 to £1.18 million {midpoint -£786,000).
These volunteers are often the LSnseen lifeline for residents who would olheNise slruggle lo reach essential
medical, social, and wellbeing appointments. Their compassion and flexibility were especially evident this year, with
several long-dislance journeys undertaken lo specialist hospitals in London and Manchester.
Community Services
Our communily-based services continued to offer vital social connection, respite, and wellbeing support across
South Wawickshire. Although attendance levels have fluctuated post-pandemic, the dedicalion of our volunteers
has never wavered.
Our Dementia Day Services operate four days a week, we have 2 members of staff per session, but they are
supported by 2 commilled team of volunteers who collectively contribute around 3,600 hours each year across our
venues, equivalent to £43,000 at the Real Living Wage, or a social value of over £110,000. These volunteers make
a profound difference, supporting 8-12 people living with dementia al each session while giving carers a welcome
five-hour break.
During the year, we delivered 200 sessions, providing around 300 hours of respite for each carer whose loved one
attended our Day Services, giving them valuable time to rest, recharge, and manage their own wellbeing while
knowing their loved one was safe and supported.
Alongside this, our Carers Clubs continue lo run three times a month, supported by volunleers who contribute a
further 144 hours annually. These clubs provide a safe and friendly space where carers can share experiences,
advice, and laughter with others who truly undersland their journey.
We have also continued Coffee & Connect (49 sessions), delivering a combined 85 community sessions throughout
the year, helping local residents find friendship, confidence, and connection in a welcoming spa￿.
Community Engagement and Volunteering
The Community Connector and Volunteer Coordinator roles, funded by the Community Lottery grant secured in the
previous year, have flourished.
Our Community Connector for Stratford District, has been tireless in representing VASA across community events
and fairs, sharing key information, helping residents access digital services, and connecting people lo local support
networks.
Our Volunteer Coordinator, has focused on strengthening volunteer engagement and development. Together, these
roles are central to VASA'S goal of becoming a truly volunteer-led organisalion.
Our return lo Arden Court in the previous year has continued lo pay dividends, with improved accessibility for
volunteers and visitors alike. The single-floor layout now enables us to welcome those with mobility challenges,
including wheelchair users, ensuring inclusion across all aspects of our work.

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
CHAIRMAN'S STATEMENT
FOR THE YEAR ENDED 31 MARCH 2025
Funding and Finance
Funding patterns continue to evolve, there was a slight increase in income generated by journey admin fees,
wheelchair donations and room rental.
Despite this, we entered the year facing a significant budgetary shortfall which, while partly mitigated, has impacted
our financial position. As we sel the future budgets, these pressures have only intensified.
In response, we hosted a Funder Lunch al the Crowne Plaza, generously supported by the hotel, bringing together
key represenlalives from Warwickshire Counly Council, Stratford and Warwick District Councils, and Rugby
Borough Council. This event allowed us lo share the real-world impact of VASA'S work and the financial challenges
we face in maintaining it. We were joined by Manuella Perteghella, MP for Stratford-on-Avon, whose support and
advocacy helped amplify our message.
Partnerships and Recognition
VASA continues lo thrive through strong partnership working. We remain active members of the Slour Health and
Wellbeing Partnership, Wanmickshire Community Transport Forum, and Stratford Social Inclusion Partnership,
alongside our long-standing collaboration with WRCC.
We are deeply grateful to our partners and funders, including Slralford Town Trust, Stratford Dislricl Council, and
the NHS Integrated Care Board, for their continued confidence in and commitment to our work. Special thanks also
go lo Orbit Housing and Slralford Town Football Club for hosting many of our community sessions.
In October 2024, our collective efforts were recognised when VASA was named"Charity ofthe Yearf, at the
Stratford Herald Business and Tourism Awards. This accolade was a proud moment for everyone involved and a
real boost for the morale of our volunteers and staff alike.
Looking Ahead
The year ahead will undoubtedly bring further financial and operational challenges, bul the Trustees remain
confident that, with the continued dedication of our volunteers, staff, and supporters, VASA will continue to change
lives by connecting people, strengthening communities and reducing isolation across South Warwickshire and
beyond.
M Wells
Chairman
20 November 2025

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
TRUSTEES REPORT
FOR THE YEAR ENDED 31 MARCH 2025
The truslees who are also the directors of the charity for the purpose of the Companies Act 2006, present their
report with the financial slalemenls of the charity for the year ended 31 sl March 2025. The Iruslees have adopted
the provisions of Accounting and Reporting by Charilies.. Statement of Recommended Practice applicable lo
charities preparing their accounls in accordance with the Financial Reporting Standard applicable in the UK and
Republic of Ireland {FRS 102) (effective 1 January 2019).
Objectives and activities
The Charity's objectives are..
The provision, sponsorship and assistance of activities of a public social care and support nature either directly or
in partnership based from, bul not restricted lo, the geographical area of Stratford on Avon Districl and its environs.
To promote, organise and facilitate co-operation and partnership working belween third sector, slalulory and other
relevant bodies in the achievement of the above purposes within the area of benefit.
Strategic report
Treasurer's Report
In Ihe year lo 31° March 2025 income from our charitable activities saw a slight dip to £137,707 (£141,578) while
income from Councillors, grants and other donations fell by 230/0 to £44,852 (£58,244). Partially offsetting this was
an increase in grant income from local authorities and other institutions of 3.8°/0 10 £130,171 (£125,405). This
resulted in 2 reduction in lolal income of 4°/0 to £314,266 {£327,1171.
Our total costs increased by 1.9 % to £343,645 {£337,285>. However, prior year costs included one-off office move
costs of some £8,000. Therefore, the underlying increase in total costs was 4.3°/. Most of our costs are exposed to
inflationary pressures and, although we take avoiding measures, increases are inevilable. Specific savings actions
have been taken in the areas of IT, phones and other office administration costs lo offset the increases in head-
count costs, some ofwhich are grant funded.
Our overall deficit for the year was £29,379 (£10,168).
The deficit in the year reduced total available funds to £81,053 (£110,432) which, although disappointing, left the
charity adequately funded as at 31 si March 2025.
We continue lo enjoy the support of our institutional funders, without whom we would be unable to carry out our
charitable activities. However, the combined income from our charitable activities and grant income is still
inadequate to cover the costs of running the charity, despite the cost saving actions we have taken. We continue to
examine ways of bringing the charity back to a break-even position on a sustainable basis whilst still providing ihe
services that our clients need.
Achievements and performance
Financial review
The results for the year and the financial position of the company are shown in the annexed financial statements.
The Charity's activities have been partially financed by grants and donations while the retained reserves have been
depleled by the deficit of £29.379 (previous year £10,168).
The income for the year was £314,266 (£327,117) and total expenditure was £343.6451£337,285).
Vvhile the pasl year has presented financial challenges, there are encouraging signs of improvement. Thanks to the
continued generosity of our funders, the dedication of our volunteers, and the hard work of our staff, we are
beginning lo see positive progress toward slabilising and slrenglhening our financial position. With new funding
opportunities emerging and growing community support, the future is looking brighter for VASA, and we are hopeful
that we can build a sustainable and resilient charity that continues lo make a real difference in people's lives.
Structure, governance and management

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
TRUSTEES REPORT
FOR THE YEAR ENDED 31 MARCH 2025
In accordance with Section 60(1){a) of Ihe Companies Act 2016, the company is exempt from the requirements of
that Act lo include 'limited' as part of ils name. As the company is limited by guarantee, no trustee has any interest
in Ihe share capital of the company.
The charity is registered with the Charity Commission. The charity registration number is 1067584.
Trustees
Trustees are appointed at the Annual General Meeting lo ensure that the Board represents a cross section of the
community and individuals with relevant professional backgrounds.
Trustees are recruited as individual members. An assessment of individual member skills is undertaken annually to
determine any gaps in skills which would assist the Board lo function more effectively.
New Board members are provided with a Trustee Induction pack which includes the role description, responsibilities
of a trustee, a copy of the Memorandum and Articles ofAssociation and copies of the most recent annual report and
accounts.
New Trustees have an induction session with the Chairman and the charily manager.
Trustees are asked to consider any potential conflict of interest and these are recorded.
The trustees are responsible for financial controls and accounts,. for overseeing the reserves policy,. for ensuring
that all prO￿dureS and policies adhere lo their legal requirements as employers,. for reviewing risk management of
the organisalion: lo ensure all aspects of charity and company law are fully and properly adhered lo and to protect
the charity's property. The trustees have complied with their duly in Section 17(5) of the 2011 Charities Act to have
due regard to guidance published by the Charity Commission on public benefit.
The Iruslees are responsible for agreeing the annual report and accounts as well as reviewing the activity during
the year. The Charily Manager and the Finance Manager have delegaled authority, under terms approved by Ihe
Board, for all day lo day activity including financial, employment and staff supervision. The charity manager has to
present a report at each meeting ofthe Board.
The Trustees , including the strategic report, was approved b the board of Iruslees, as the company directors, on
20 November 2025 and signed on the board's behalf by..
M Wells
Chairman
D Roache
Treasurer

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
I report lo the charity trustees on my examinalion of the financial statements of Voluntary Action Stratford On Avon
District for the year ended 31 March 2025.
Responsibilities and basis of report
As the charily Irustees of the Company (and also ils directors for the purposes of company law} you are
responsible for the preparation of the financial statements in accordance with the requirements of the Companies
Act 2006 (the 2006 Act).
Having satisfied myself Ihal Ihe accounts of the Company are nol 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 Ihe charity accounts as
carried out under section 145 of the Charities Act 2011 {Ihe 2011 Act). In carrying out my examination I have
followed all the applicable Directions given by the Charity Commission under section 145(5llb) of the 2011 Act.
Independent examiner's statement
I have compleled my examination. I confirm thal no matters have come to my attention in connection with the
examination giving me cause to believe Ihal in any material respect..
accounting records were not kepl in respect of the charity as required by seclion 386 of the 2006 Act,. or
the financial statements do nol accord with those records; or
the financial statemenls do not comply with the accounting requirements of section 396 of the Companies Act
2006 other than any requirement that the financial stalements give a true and fair view, which is not a matter
considered as part of an independent examination., or
the financial statements 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 financial statements in accordance with the Financial Reporting Slandard 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 allenlion
should
n in Ihis report in order to enable a proper understanding of the financial statemenls lo be reached.
Richard Peet
Grineaux Accountan
20 Market Hill
Southam
Wawickshire
CV47 OHF
20 November 2025

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2025
Unrestricted Restricted
funds
funds
2025
2025
Total Unrestricted Restricted
funds
funds
2024
2024
Total
2025
2024
Notes
Income from:
Donations and legacies
Charitable activities
Other trading aclivilies
Investments
36,257
87,123
137,707
1,536
36,257
138,766
137,707
1,536
58,244
81,697
141,578
1,890
38,708
5,000
96,952
86,697
141,578
1,890
51,643
Total income
262,623
51,643
314,266
283,409
43,708
327,117
Expenditure on:
Charitable activilies
292,550
51,095
343,645
278,810
58,475
337,285
Net movement in funds
(29,927)
548
(29,3791
4,599
(14,7671
<10,168)
Fund balances at 1 April
2024
99,158
11,274
110,432
94,559
26,041
120,600
Fund balances at 31
March 2025
69,231
11,822
81,053
99,158
11,274
110,432
The slatement of financial activities includes all gains and losses recognised in the year.
The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure
derive from continuing activities.
The statement of financial activities also complies with the requirements for an income and expenditure account
under the Companies Act 2006.

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
STATEMENT OF FINANCIAL POSITION
ASAT31 MARCH 2025
2025
2024
Notes
Fixed assets
Tangible assets
4,587
4,948
Current assets
Debtors
Cash at bank and in hand
46,940
51,759
34,760
105,057
98,699
139,817
Current liabilities
Amounts falling due within one year
10
22,233
34,333
Net current assets
76,466
105.484
Total assets less current liabilities
81,053
110,432
Funds
Reslricled funds
Unreslricled funds
12
11,822
69,231
11,274
99,158
81,053
110,432
The charitable company is entitled to the exemption from Ihe audit requirement contained in section 477 of the
Companies Act 2006, for the year ended 31 March 2025.
The trustees acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with
respect lo accounting records and the preparation of financial statements.
The members have nol required the company lo obtain an audit of ils financial statements for the year in question
in accordance with section 476.
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 Trustees on 20 November 2025
M Wells
ChaTrman
Company Registration No. 03482562

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
Accounting polTcies
Charity information
Voluntary Action Stratford On Avon District is a private company limited by guarantee incorporated in England
and Wales. The registered office is 3 Arden Court, Arden Street, stratford-Upon-Avon, Warwickshire, CV37
6NT.
1.1 Accounting convention
The financial statements have been prepared in accordance with the Charities SORP (FRS 102) 'Accounling
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 1021 {effeclive 1 January 2019)" The charitable company is a Public Benefit Enlily as defined by FRS
102.
The financial statements have been prepared under the historical cost convention.
1.2 Going concern
Al the lime of approving the financial slalemenls, the Truslees have a reasonable expectation that Ihe charity
has adequate resources lo continue in operational exislence for the foreseeable future. Thus Ihe Trustees
continue to adopt the going concern basis of accounting in preparing the financial slatemenls.
1.3 Charitable funds
Unreslricled funds are available for use al the discretion of the Trustees in furtheran￿ of their charitable
objectives.
Restricted funds are subject lo specific conditions by donors or grantors as lo how they may be used. The
purposes and uses of the reslricled funds are sel out in the notes to the financial slalemenls.
1.4 Income
Income is recognised when the charity is legally entitled to il after any performance conditions have been met,
the amounts can be measured reliably, and it is probable that income will be received.
1.5 Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation commilling Ihe
charily io 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 accrual basis and
has been classified under headings that aggregate all cost related lo the category. Where costs cannot be
directly attributed to particular headings they have been allocaled to activities on a basis consistenl wilh the
use of resources.
1.6 Property, plant and equipment
Depreciation is recognised so as lo write off the cost or valualion of assets less their residual values over their
useful lives on the following bases..
Office Equipment
Wheelchairs
33¢/4 on cost
1.7 Taxation
The charity is exempt from corporation tax on its charitable aclivilies.
1.8 Employee benefits
The charitable company operates a defined contribution pension scheme. Contributions payable lo the
charitable company's pension scheme are charged lo the Statement of Financial Activities in the period to
which they relate.

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
Other trading activities
2025
2024
Fundraising events
Meeting room hire
Transport fees
Group income
111
1,085
69,926
66,585
60
64,296
77,222
Other trading activities
137,707
141,578
Investments
2025
2024
Deposit account interest
1,536
1,890
Net movement in funds
2025
2024
Nel movement in funds is stated after chargingl(orediting)
Independent examinels fee
Depreciation of owned property, plant and equipment
2.460
3,790
2,400
2,902
Trustee's remuneration and benefits
There were no truslees, remuneration or other benefits for the year ended 31 st March 2025 nor for Ihe year
ended 31sl March 2024.
Trustees. expenses
There were no Iruslees, expenses paid for the year ended 31st March 2025 nor for Ihe year ended 31st March
2024.

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
Employees
2025
Number
2024
Number
Direct charilable work
Administration
Session staff
Total
15
15
Employrnent costs
2025
2024
Wages and salaries
Social security costs
Other pension costs
209,777
8,898
10,087
197,913
7,432
8,447
228,762
213,792
There were no employees whose annual remuneration was £60,000 or more.
Taxation
The charity is exempt from laxalion on its activities because all ils income is applied for charitable purposes.
Tangible fixed assets
Office Wheelchalrs
Equipment
Total
Cost
Al 1 April 2024
Additions
12,279
3,427
1,500
13,779
3,427
At 31 March 2025
15,706
1,500
17,206
Depreciation and impairment
Al 1 April 2024
Depreciation charged in the year
8,829
3,295
8,829
3,790
495
Al 31 March 2025
12,124
495
12,619
Carrying amount
At 31 March 2025
3,582
1,005
4,587
At 31 March 2024
3,448
1,500
4,948
io-

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
Trade and other receivables
2025
2024
Amounts falling due within one year:
Trade receivables
Prepayments and accrued income
25,460
21,480
17,158
17,602
46,940
34,760
10 Other creditors falling due within one year
2025
2024
Trade payables
Social security and other taxes
Other payables
Accruals and deferred income
5,583
3,005
3,261
10,384
7,559
2,941
13,006
10,827
22,233
34,333
Retirement benefit schemes
2025
2024
Defined contribution schemes
Charge to profit or loss in respect of defined contribution schemes
10,087
8,447
The charity operates a defined contribution pension scheme for all qualifying employees. The assets of Ihe
scheme are held separately from those of the charity in an independently administered fund.
12 Restricted funds
The restricted funds of the charity comprise the unexpended balances of donations and grants held on trust
subject to specific conditions by donors as lo how they may be used.
Movement In funds
Incoma
Resources
Balance at
resourc85
axpènded 1 Aprll 2024
Movement in funds
Income
Resources
Balance at
resourcas
8xpended 31 March 2025
Balance at
q Aprll 2023
Volunteer
services
26,041
43,708
(58,475)
11,274
51,643
{51,0951
11,822
11

VOLUNTARY ACTION STRATFORD ON AVON DISTRICT
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
13 Unrestricted funds
The unreslricled funds of the charity comprise the unexpended balances of donations and granls which are
not subject to specific conditions by donors and grantors as to how they may be used. These include
designaled funds which have been set aside out of unrestricted funds by the Irustees for specific purposes.
At 1 April
2024
Incoming
resources
Resources At 31 March
expended
2025
Geneial funds
99,158
262,623
(292,550)
69,231
Previous year:
At 1 April
2023
Incoming
resources
Resources At 31 March
expended
2024
General funds
94,559
283,409
(278,810)
99,158
14 Related party transactions
There were no disclosable related party transactions during the year {2024 - none).
12