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2025-03-31-accounts

COMPANY REGISTRATION NUMBER: 03482147

CHARITY REGISTRATION NUMBER: 1067883

Julian Support Limited Company Limited by Guarantee Financial statements

31 March 2025

Julian Support Limited

Company Limited by Guarantee

Financial statements

Year ended 31 March 2025

Page
Trustees' annual report (incorporating the directors' report) 1
Independent auditor's report to the members 13
Statement of financial activities (including income and expenditure account) 17
Balance sheet 18
Statement of cash flows 19
Notes to the financial statements 20

Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report)

Year ended 31 March 2025

The trustees, who are also the directors for the purposes of company law, present their report and the financial statements of the charity for the year ended 31 March 2025.

The financial statements have been prepared in accordance with the accounting policies set out in notes to the accounts and comply with the charity's governing document, the Charities Act 2011 and Companies Act 2006 and 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 published in October 2019.

Reference and administrative details

Registered charity name Julian Support Limited Charity registration number 1067883 Company registration number 03482147 Principal office and registered 23 Pilling Park Road office Norwich NR1 4PA

The trustees

The trustees who served during the year and at the date of approval were as follows:

Mrs R K Omori (Chair) Mr D G McNeil (resigned 23 October 2024) Mr B Bergin Mr C J King Dr C M Nash Ms D Rhodes (Appointed 24 April 2025) Miss H F Bacon (Appointed 22 January 2025) Core Management Team Mrs L S Spooner - Chief Executive Mr B Curran - Director of Development & Partnership Services Mr K N Gunton - Director of Finance & Resources Mr J Greenhalgh - Director of Operations Miss L A Parker - Assistant Director of Partnership Services Company secretary Mr K N Gunton Auditor Lovewell Blake LLP Chartered accountants & statutory auditor Bankside 300 Peachman Way Broadland Business Park Norwich NR7 0LB Bankers Barclays Bank Plc 3 St James Court Norwich Norfolk NR3 1RJ

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Scottish Widows Bank PO Box 883 Leeds LS1 9TY Nationwide Building Society Kings Park Road Moulton Park Northampton NN3 6NW

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Structure, governance and management

Governing document

The organisation is a charitable company limited by guarantee, incorporated on 16 December 1997 and registered as a charity on 2 February 1998. The company's Memorandum of Association establishes the objects and powers of the charitable company which is governed under its Articles of Association. In the event of the company being wound up members are required to contribute an amount not exceeding £10.

Recruitment and appointment of Trustees

Trustees shall be persons who through occupation, employment or otherwise have special knowledge of the area of benefit or who are otherwise able by virtue of their personal or professional qualifications to make a contribution to the pursuit of the objects of Julian Support.

Subject to the provisions of the Charities Act, one third of the Trustees shall retire by rotation at the annual general meeting of the company. The number of Trustees shall never be less than three but is subject to no maximum.

All Trustees who held office throughout the year are listed on page 1.

Trustee induction and training

New Trustees are provided with an induction pack, which includes:

• Charity Commission guidance notes CC3 - "The Essential Trustee: what you need to know, what you need to do" and CC10 "Hallmarks of an Effective Charity"

In addition, Trustees are encouraged to read Charity Commission and other newsletters and to attend courses designed to keep them abreast of their duties and responsibilities. Two Trustees' away days were held during the financial year.

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Structure, governance and management (continued)

Key management personnel pay policy

The Trustees, along with the Core Management Team (CMT), comprise the key management personnel of the charity and are responsible for the running, operating and future direction of the organisation. All Trustees give their time free of charge and no Trustee received any remuneration during the year. Details of Trustees’ expenses are shown in note 13 to the accounts.

The Remuneration Committee is responsible for overseeing the design and operation of the Chief Executive and CMT’s remuneration system. A key objective of the remuneration committee is to ensure the risk in remuneration strategy, policy and arrangements is adequately considered and that the remuneration of the executive is fair, transparent and commensurate with the needs and requirements of the organisation. The remuneration committee ensures that the remuneration arrangements focus executives on achieving organisational goals as agreed by the Trustees, via the organisation's Business Plan.

Risk management

The Trustees are aware of the requirement to identify the major risks to which the Charity is exposed and to establish systems to mitigate those risks. The Risk Register is reviewed and updated at every Board meeting. Any significant, high-level risks will be identified and reviewed at the annual Board awaydays.

Organisational structure

The Board of Trustees administers the charity and meets quarterly with the organisation's executive. Two half-yearly Board awaydays are held as well as adhoc meetings, as required.

There are three sub-committees of the Board; the Remuneration Committee, the Health & Safety Committee and the Equality, Diversity and Inclusion Forum.

Objectives and activities

Our Aims and Objectives

Purpose

We work with the strengths of people we support, to help them lead an independent life of their choice. We focus on what's right rather than what's wrong and enable people to identify their own talents and abilities and use them to take control of their lives. We use our strengths to provide reliable and innovative services and we use our expertise and commitment to best practice to promote social inclusion.

Aims

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Objectives and activities (continued)

The focus of our work

Julian Support promotes recovery across all of its services. We believe that recovery is not just about treating or managing symptoms but about enabling the people we support to gain and remain in control of their lives. A key concept in recovery is hope and we believe that it is possible for all the people we support to have rewarding and fulfilling lives, and engage meaningfully in society.

There is a strong link between recovery and social inclusion and this is why all our services support people to gain a sense of self and purpose in the communities that they live in and to have the same opportunities to take part in leisure and social activities as everyone else. Julian Support works with people to help facilitate and support recovery. We recognise that recovery is an individual journey, often one of selfdiscovery and personal growth, providing real opportunities for change, reflection and the discovery of new values, skills and interests.

Research has highlighted that for recovery to be successful there are significant factors that need to be addressed. These include having meaningful relationships with other people, financial security, a secure home, being believed in and listened to, developing resilience to stress and future problems and being allowed to develop one's own culture of spirituality. In order to support people towards their recovery we focus on each individual's strengths, not their weaknesses. Strengths are the unique talents each person has:

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Objectives and activities (continued)

Our Values

HOPE - Hope comes from finding connections to the people and things that make a difference to our lives. These connections can increase our opportunities and the chance to become more hopeful about the future.

Our ambition: We foster hope, even in the most challenging of circumstances, by ensuring the people we meet feel seen, heard and understood.

EQUITY - We don't all share the same starting point in life. Some of us have more advantages, whilst discrimination holds other people back. This doesn't mean that we don't all experience difficult times, but our advantages can help us when we do.

Our ambition: To promote equiry by active opposition to discrimination and striving to challenge and dismantle the systems that allow discrimination to persist.

ACCOUNTABLE - We are accountable for what we say and do and we expect to be held to account. We believe that equity and accountability are critical in keeping power and privilege in check.

Our ambition: To create a culture of accountability where people are courageous, take responsibility and speak up.

REAL - Being real is about connecting with courage, openness, honesty and integrity. We look for these characteristics in the people we employ because they are at the heart of the relationships we forge.

Our ambition: To keep our relationships real by actively connecting with courage, openness, honesty and integrity.

TRUST - Trust is the foundation of successful relationships. Trust is earned, it is not a given. We all have a story about how we got here. Sometimes parts of our story can be difficult to tell. We believe that if we can avoid making assumptions and ensure we treat people with compassion first and foremost, we can help people to build better lives.

Our ambition: To build trust through our behaviours and our actions, ensuring that we treat all people with compassion.

Our values are a set of core beliefs held by our organisation. They tell people who we are and what we believe in. They guide our thinking, our behaviours and our actions.

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Objectives and activities (continued)

How Our Activities Deliver Public Benefit

In respect of the Charities Act 2011, the aims of Julian Support fall within two definitions of charitable activity; the advancement of health and the advancement of citizenship and community development. Julian Support benefits adults with ongoing mental health problems throughout the counties of Norfolk and Suffolk.

The Trustees have fully considered the Charity Commission's guidance on public benefit and confirm that in planning and carrying out the activities of the organisation they have had regard to this guidance.

Our main activities are described below.

Who used and benefited from our services:

In the year 2024/2025 Julian Support has provided a service to 1,842 people across Norfolk and Suffolk.

Achievements and performance

Overview

As we reflect on the past year, the Board of Trustees are both proud of the journey we have taken and optimistic about the adventure ahead.

We sadly said goodbye to David McNeil, who reached the end of his term as Chair in October 2024. David was replaced by Rachel Omori, who continues her long association with Julian Support in a variety of roles, this time as the organisation's Chair.

One of Rachel's first priorities was to strengthen the skill set of the Board. Following a robust and thorough process, Helen Bacon and Diane Rhodes were appointed to the Board of Trustees, with the benefits of their differing experiences already being felt throughout the organisation.

Undoubtedly, the biggest challenge this year has been around the re-procurement of our Suffolk based services and the shifting timelines around this work. Much has changed in the health and social care landscape since the Suffolk contracts began in 2012, with increased financial and capacity pressures on both statutory and VCSE sectors. The new service specifications provided the organisation with a valuable opportunity to reflect on both its purpose and direction. Julian Support remains committed to a a model of support which is both truly empowering and aligns with the organisation's values. Our reflections resulted in the difficult decision not to bid for the Suffolk Supported Living services at this time - a decision that will inevitably change the shape of the organisation in the coming months and years.

We are incredibly proud of our achievements in Suffolk and the Board wish to thank a fabulous group of staff, both past and present, for making this possible.

As we set our new course, there is much to look forward to - the continued expansion of our existing services and the opportunities to explore new avenues, especially within our local communities. The organisation continues to innovate and develop and strives for the best outcome for the people that need it the most.

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Achievements and performance (continued)

Norfolk Services

Integrated Mental Health and Justice Pathway

Julian Support Recovery Co-ordinators are co-located with NSFT staff and the police in each of the six Police Investigation Centres across Norfolk and Suffolk. They work with people who have been assessed as having a range of vulnerabilities, including mental health, learning difficulties, domestic abuse and substance use issues. The focus of the service being to provide targeted social care interventions to prevent re-arrest, thereby diverting adults away from the criminal justice system.

During the year, 1,148 people accessed the service.

This contract was re-tendered for in 2018/19 and was extended and expanded from 1 April 2019. Julian Support have employed peer support workers who have successfully provided an insight and a new perspective, which the team and our NSFT colleagues have found invaluable. These workers have quickly become an integral part of both the team and of the organisation.

This contract is currently being re-tendered, with the results being announced later in this financial year.

ARCH

Julian Support established the Admission Prevention pilot, in 2014/15. The service was set up to work with people who were at risk of a hospital admission or re-admission. The service is staffed by a team of Recovery Coordinators who work in Norwich, North Norfolk and South Norfolk. During the year the team worked with 482 people, providing intensive support to people in the community.

We are pleased to report that the contract for the ARCH service has been extended to the end of September 2027.

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Achievements and performance (continued)

Suffolk Services

Bramford Place and Gippeswyk Avenue

Provides support to 17 service users across two sites in West Ipswich. This is our highest level of supported accommodation in the area for some of the most vulnerable people in the community, many of whom have complex needs and have lived chaotic lifestyles in the past. Staff work with individuals to help them optimise their independent living skills and move to more independent accommodation when they are ready to do so. Support for people moving on from this high-level supported housing is often provided by our pathway and recovery team in the locality.

During the year, 19 people have accessed these services.

Hospital Road, Bury St Edmunds

Provides 24 hour supported accommodation for 20 people in Suffolk (14 en-suite rooms with shared kitchen & living room facilities and six self-contained flats). One member of staff is on duty each night to provide waking night cover. The service provides a period of assessment and stability for individuals before supporting them to find more permanent independent accommodation in the community. Two of the rooms are designated for flexible/planned short stays and we work with local statutory and voluntary partners to ensure maximum use of this facility. The Flexible Short Stay service is accessible during day time hours via the Local Home Treatment team.

During the past year we have supported 60 service users in total, including 1 in the Flexible Short Stay service and 34 in the D2A beds.

The West Ipswich Pathway and Recovery Team

Provides non-24hour support to 30 Service users at Riverside Road, Gipping Court, Portman Road and designated flats within the community. Staff work closely with individuals and their care teams to develop skills and strengths and focus on recovery. People are supported to move on to longer-term accommodation when they are ready to do so and 23 individuals used the service during the year. This team also provides community recovery support to individuals living in their own homes.

During the year we supported 29 community recovery clients.

A total of 71 service users in West Ipswich received our support during the year to 31 March 2025.

The West Suffolk Pathway and Recovery Team

Provides non-24hour support at Jankyns Place, Bury St Edmunds, Keebles Yard, Haverhill and The Hawthorns in Newmarket. We also provide support to people in Social Housing tenancies in the Forest Heath and St Edmundsbury area. Again, the focus of our support is on recovery and skills development and individuals are supported to move on to longer-term accommodation when they are ready to do so.

During the year, 23 people accessed non-24 hour supported accommodation. This team also provides community recovery support to individuals living in their own homes and 39 service users accessed this support during 2024/25.

Financial review

Net income in the unrestricted funds amounted to £348,399, with net expenditure of £1,238 within restricted funds. At the year-end total reserves amounted to £2,040,748 (2024: £1,693,587), of which £11,689 was restricted (2024: £12,927).

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Financial review (continued)

Reserves policy

The Trustees, having considered the potential risks facing the charity and assessed the future plans, would wish to retain free reserves sufficient to ensure an orderly withdrawal from its current operating role, should this prove necessary. Free reserves need to be set at a level to cover running costs during the withdrawal process, to meet all contractual obligations, cover redundancy payments and any unforeseen circumstances. On this basis, the Trustees aim to hold reserves of at least £670,000.

At the year-end unrestricted free reserves amounted to £1,977,759 (2024: £1,634,990). Free reserves include free designated reserves of £81,194 (2024: £81,194). The reserves held, in excess of the reserves target, continue to act as security to cover unexpected expenditure and to finance innovative projects and developments that may present themselves.

Designated reserves comprise of:

Principal funding sources

Julian Support's principal funding source is via service contracts and funding agreements with local authorities in Norfolk and Suffolk, including Suffolk County Council's mental health pooled budget.

Policy on investments

All of Julian Support's current reserves are held in secure, short term deposits. This policy is currently being reviewed by the Trustees to secure a better rate of return.

Fundraising

As reflected within the financial statements, Julian Support stages or participates in very few fundraising activities. However, should any fundraising be carried out, the charity is compliant with the requirements of the Fundraising Regulator's voluntary regulation scheme and the Code of Fundraising Practice. In addition, fundraising would not engage directly with vulnerable people and the public. During 2024/25 the Charity did not work with any professional fundraisers or commercial participators, there were no instances of failure to comply with the above schemes, and no complaints were received regarding the Charity's fundraising activities.

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

Plans for future periods

Our aims, as stated in our Business Plan are:

Ensuring our work delivers our aims

The Business Plan is underpinned by a series of detailed action plans that outline how these objectives will be met. The Board of Trustees monitors the progress of these objectives through the Julian Support Balanced Scorecard and regular feedback at meetings.

Trustees' responsibilities statement

The trustees (who are also directors for the purposes of company law) 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).

Company law requires the trustees to prepare financial statements for each financial year. Under company law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company for that period.

In preparing these financial statements, the trustees are required to:

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Julian Support Limited

Company Limited by Guarantee

Trustees' annual report (incorporating the directors' report) (continued)

Year ended 31 March 2025

The trustees are responsible for keeping proper accounting records that 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 Companies Act 2006. 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.

In so far as the trustees are aware:

Auditor

Each of the persons who is a trustee at the date of approval of this report confirms that:

The auditor is deemed to have been re-appointed in accordance with section 487 of the Companies Act 2006.

Small company provisions

This report has been prepared taking advantage of the small companies' exemption of section 415A of the Companies Act 2006.

The trustees' annual report was approved on 22 October 2025 and signed on behalf of the board of trustees by:

Mrs R K Omori (Chair) Trustee

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Julian Support Limited

Company Limited by Guarantee

Independent auditor's report to the members of Julian Support Limited

Year ended 31 March 2025

Opinion

We have audited the financial statements of Julian Support Limited (the 'charity') for the year ended 31 March 2025 which comprise the statement of financial activities (including income and expenditure account), balance sheet, statement of cash flows and the related notes, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The other information comprises the information included in the trustees' annual report, other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

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Julian Support Limited

Company Limited by Guarantee

Independent auditor's report to the members of Julian Support Limited (continued)

Year ended 31 March 2025

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charity and its environment obtained in the course of the audit, we have not identified material misstatements in the directors' report included within the trustees' report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

Responsibilities of trustees

As explained more fully in the trustees' responsibilities statement (set out on pages 11 to 12), the trustees (who are also the directors of the charity for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charity's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so.

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Julian Support Limited

Company Limited by Guarantee

Independent auditor's report to the members of Julian Support Limited (continued)

Year ended 31 March 2025

Auditor's responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

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Julian Support Limited

Company Limited by Guarantee

Independent auditor's report to the members of Julian Support Limited (continued)

Year ended 31 March 2025

A further description of our responsibilities is available on the FRC’s website at www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

Use of our report

This report is made solely to the charity's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charity's members those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity's members as a body, for our audit work, for this report, or for the opinions we have formed.

Mark Proctor FCA DChA (Senior Statutory Auditor)

For and on behalf of Lovewell Blake LLP Chartered accountants & statutory auditor Bankside 300 Peachman Way Broadland Business Park Norwich NR7 0LB

22 October 2025

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Julian Support Limited

Company Limited by Guarantee

Statement of financial activities (including income and expenditure account)

Year ended 31 March 2025

2025 2024
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 5 737 634 1,371 5,128
Charitable activities 6 4,210,432 4,210,432 3,775,795
Investment income 7 43,288 43,288 26,042
Other income 8 47,199 47,199 741
   
Total income 4,301,656 634 4,302,290 3,807,706
   
Expenditure
Charitable activities 9 (3,952,979) (2,150) (3,955,129) (3,331,619)
   
Total expenditure (3,952,979) (2,150) (3,955,129) (3,331,619)
   
Net income before transfer of funds 348,677 (1,516) 347,161 476,087
Transfers between funds (278) 278
   
Net movement in funds 348,399 (1,238) 347,161 476,087
Reconciliation of funds
Total funds brought forward 1,680,660 12,927 1,693,587 1,217,500
   
Total funds carried forward 2,029,059 11,689 2,040,748 1,693,587
   

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 20 to 31 form part of these financial statements.

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Julian Support Limited

Company Limited by Guarantee

Balance sheet

31 March 2025

2025 2024
Note £ £ £ £
Fixed assets
Tangible fixed assets 14 51,300 49,670
Current assets
Debtors 15 391,982 202,026
Cash at bank and in hand 1,761,339 1,718,178
 
2,153,321 1,920,204
Creditors: Amounts falling due within
one year 17 163,873 276,287
 
Net current assets 1,989,448 1,643,917
 
Total assets less current liabilities 2,040,748 1,693,587
 
Net assets 2,040,748 1,693,587
 
Funds of the charity
Restricted funds 11,689 12,927
Unrestricted funds 2,029,059 1,680,660
 
Total charity funds 20 2,040,748 1,693,587
 

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime.

These financial statements were approved by the board of trustees and authorised for issue on 22 October 2025, and are signed on behalf of the board by:

Mrs R K Omori (Chair) Trustee

Company registration number: 03482147

The notes on pages 20 to 31 form part of these financial statements.

- 18 -

Julian Support Limited

Company Limited by Guarantee

Statement of cash flows

Year ended 31 March 2025

2025 2024
Note £ £
Cash generated from operations 22 17,854 643,420
Interest received 43,288 26,042
 
Net cash from operating activities 61,142 669,462
 
Cash flows from investing activities
Purchase of tangible assets (22,019) (29,877)
Proceeds from sale of tangible assets 4,038 3,473
 
Net cash used in investing activities (17,981) (26,404)
 
Net increase in cash and cash equivalents 43,161 643,058
Cash and cash equivalents at beginning of year 1,718,178 1,075,120
 
Cash and cash equivalents at end of year 1,761,339

1,718,178


The notes on pages 20 to 31 form part of these financial statements.

- 19 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements

Year ended 31 March 2025

1. General information

The charity is a public benefit entity and a private company limited by guarantee, registered in England and Wales and a registered charity in England and Wales. The address of the registered office is 23 Pilling Park Road, Norwich, NR1 4PA.

2. Statement of compliance

The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with 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 issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102), the Charities Act 2011, the Companies Act 2006 and UK Generally Accepted Accounting Practice.

3. Accounting policies

(a) Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain items at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity and rounded to the nearest £.

(b) Going concern

The financial statements have been prepared on a going concern basis as the trustees believe that no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure is sufficient with the level of reserves for the charity to be able to continue as a going concern.

Internal management accounts prepared to the date of signature indicate a surplus for both the period in question and are forecast for the financial year to 31 March 2026. Despite the loss of significant contracts, the Trustees, given the level of reserves held, confirm their ongoing support for the organisation until at least 31 March 2027. Management accounts and reserve levels will continue to be closely monitored during this period.

(c) Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

No significant judgements, estimates or assumptions have been made in the financial statements.

- 20 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

(d) Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or committment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal.

(e) Income

All income is included in the statement of financial activities when entitlement has passed to the charity, it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

(f) Expenditure

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apprortioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

(g) Leases

Rentals payable and receivable under operating leases are charged to the Statement of Financial Activities on a straight line basis over the period of the lease.

- 21 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

(h) Tangible assets

All fixed assets are initially recorded at cost.

The costs of minor additions costing less than £500 are not capitalised.

(i) Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Leasehold improvements - over period of lease
Furniture, fixtures & fittings - 25% reducing balance
Office equipment - 15% reducing balance / 25% - 33.33% straight line
Tools and equipment - 15% reducing balance

(j) Debtors and creditors receivable/payable within one year

Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.

(k) Termination benefits

Termination benefits are recognised as an expense in income or expenditure immediately. Termination benefits are recognised as a liability and expense only when the company is demonstrably committed either to terminate the employment of an employee or group of employees before the normal retirement date or to provide termination benefits as a result of an offer made in order to encourage voluntary redundancy.

(l) Financial instruments

A financial asset or a financial liability is recognised only when the entity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

4. Limited by guarantee

The charity is a company limited by guarantee and does not have a share capital. The members have guaranteed that in the event of the charity being wound up during their membership or one year thereafter, each would contribute to the assets of the charity a sum not exceeding £10.

- 22 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

5. Donations and legacies

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Donations
Grants and donations 737 634 1,371
  
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Donations
Grants and donations 4,791 337 5,128
  
6. Charitable activities
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Grants and service contracts 4,210,432 4,210,432 3,775,795 3,775,795
   
7. Investment income
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Bank interest receivable 43,288 43,288 26,042 26,042
   
8. Other income
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Miscellaneous income 47,199 47,199 741 741
   

- 23 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

9. Expenditure on charitable activities by fund type

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Wages and salary costs 2,898,564 2,898,564
Other staff costs 83,561 83,561
Depreciation 20,227 20,227
Motor and travel expenses 97,692 97,692
Rent, rates and insurance 118,043 118,043
Light and heat 28,972 28,972
Repairs, renewals and running expenses 42,683 42,683
Legal and professional 12,264 12,264
Consultancy 77,255 77,255
Other costs 502,583 2,150 504,733
Governance costs (see below) 71,135 71,135
  
3,952,979 2,150 3,955,129
  
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Wages and salary costs 2,328,754 2,328,754
Other staff costs 59,722 59,722
Depreciation 29,767 29,767
Motor and travel expenses 68,879 68,879
Rent, rates and insurance 132,979 132,979
Light and heat 37,981 37,981
Repairs, renewals and running expenses 41,157 41,157
Legal and professional 882 882
Consultancy 82,196 82,196
Other costs 476,559 2,827 479,386
Governance costs (see below) 69,916 69,916
  
3,328,792 2,827 3,331,619
  
Analysis of governance costs:
Unrestricted Restricted Total Funds Total Funds
Funds funds 2025 2024
£ £ £ £
Salaries and wages 58,877 58,877 58,198
Audit fees 10,740 10,740 10,200
Trustee indemnity insurance 1,518 1,518 1,518
   
71,135 71,135 69,916
   

- 24 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

10. Net income

Net income is stated after charging/(crediting):

Net income is stated after charging/(crediting):
2025 2024
£ £
Depreciation of tangible fixed assets 20,227 29,767
 
11. Auditors remuneration
2025 2024
£ £
Fees payable for the audit of the financial statements 10,740 10,202
 
Fees payable to the charity's auditor and its associates for other services:
Other non-audit services 4,244 4,593
 

12. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as follows:

2025 2024
£ £
Wages and salaries 2,553,293 2,141,523
Social security costs 316,974 178,767
Employer contributions to pension plans 87,174 66,662
 
2,957,441 2,386,952
 

Included in staff costs is a termination payment totalling £1,000 (2024: £4,070). This was fully settled at the balance sheet date.

The average head count of employees during the year was 90 (2024: 82). The average number of fulltime equivalent employees during the year is analysed as follows:

2025 2024
No. No.
Direct charitable 77 67
Management and administration 4 4
 
81 71
 
The number of employees whose remuneration for the year fell within the following bands, The number of employees whose remuneration for the year fell within the following bands, were:
2025 2024
No. No.
£60,000 to £69,999 2 2
£70,000 to £79,999 1 1
£80,000 to £89,999 1 1
 
4 4
 

Key Management Personnel

- 25 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

12. Staff costs (continued)

The key management personnel of the charity, comprise the Chief Executive, Director of Development & Partnership Services, Director of Operations and Director of Finance & Resources. The total employee benefits of the key management personnel of the Charity were £342,001 (2024: £308,806).

13. Trustee remuneration and expenses

No trustees received any remuneration or were paid any Board expense during the year (2024: £Nil).

14. Tangible fixed assets

Furniture,
Leasehold fixtures & Office Tools and
improvement fittings equipment equipment Total
£ £ £ £ £
Cost
At 1 April 2024 44,871 40,656 301,482 3,950 390,959
Additions 22,019 22,019
Disposals (23,185) (23,185)
    
At 31 March 2025 44,871 40,656 300,316 3,950 389,793
    
Depreciation
At 1 April 2024 44,862 31,234 261,563 3,630 341,289
Charge for the year 2,353 17,826 48 20,227
Disposals (23,023) (23,023)
    
At 31 March 2025 44,862 33,587 256,366 3,678 338,493
    
Carrying amount
At 31 March 2025 9 7,069 43,950 272 51,300
    
At 31 March 2024 9 9,422 39,919 320 49,670
    

15. Debtors

2025 2024
£ £
Trade debtors 191,741 9,314
Prepayments and accrued income 200,241 192,712
 
391,982 202,026
 
Cash and cash equivalents
Cash and cash equivalents consist of:
2025 2024
£ £
Cash at bank and in hand 87,250 51,686
Short term deposits 1,673,006 1,665,133
Petty cash 1,083 1,359
 
1,761,339 1,718,178
 

16. Cash and cash equivalents

- 26 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

17. Creditors: Amounts falling due within one year

2025 2024
£ £
Trade creditors 40,779 22,529
Accruals and deferred income 62,130 149,636
Social security and other taxes 60,284 53,597
Other creditors 680 50,525
 
163,873 276,287
 

18. Deferred income

2025 2024
£ £
Amount deferred in year 21,556 41,000
 

Income has been deferred at the year end to fund the recruitment of a temporary post for a period of 12 months. Agreement has been obtained from the funder for the deferral of this income as the post was not filled in the year.

19. Pensions and other post retirement benefits

Defined contribution plan

The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £84,133 (2024: £66,662).

- 27 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

20. Analysis of charitable funds

Unrestricted funds

2025

At 31 Mar
At 1 Apr 2024 Income Expenditure Transfers 2025
£ £ £ £ £
General funds 1,599,466 4,301,656 (3,952,979) (278) 1,947,865
Property repair and
dilapidation fund 81,194 81,194
    
1,680,660 4,301,656 (3,952,979) (278) 2,029,059
    
2024
At 31 Mar
At 1 Apr 2023 Income Expenditure Transfers 2024
£ £ £ £ £
General funds 1,120,889 3,807,369 (3,328,792) 1,599,466
Property repair and
dilapidation fund 81,194 81,194
    
1,202,083 3,807,369 (3,328,792) 1,680,660
    

Property Repair and Dilapidation Fund

Funds designated as a provision towards cyclical repairs and renewals, and to pay for any dilapidation arising in the event that the charity should vacate a property.

Restricted funds

2025

At 31 Mar
At 1 Apr 2024 Income Expenditure Transfers 2025
£ £ £ £ £
Suffolk Community
Foundation LEP 9,181 9,181
EP 286 (43) 287 530
Bird Watching Club 9 (9)
Arts & Crafts 28 28
Gaming Fund 376 376
National Lottery Awards
for All 2,996 (2,090) 906
ADT 337 348 (17) 668
    
12,927 634 (2,150) 278 11,689
    

- 28 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

2024
At 31 Mar
At 1 Apr 2023 Income Expenditure Transfers 2024
£ £ £ £ £
Suffolk Community
Foundation LEP 9,181 9,181
Bird Watching Club 9 9
Arts & Crafts 58 (30) 28
Gaming Fund 376 376
National Lottery Awards
for All 5,793 (2,797) 2,996
ADT 337 337
    
15,417

337

(2,827)



12,927


Suffolk Community Foundation LEP

Grant received from The New Anglia Local Enterprise Partnership, via the Suffolk Community Foundation, to be used towards the creation of jobs.

Rope Trust

Funds donated by the Rope Trust to contribute towards the refurbishment of the Summer House at Gippeswyk Avenue. These funds have specifically been used to purchase items of furniture and equipment.

Bird Watching Club

Funds have been raised by a Julian Support worker to establish a bird watching club for service users. The funds raised have been used to buy binoculars and bird books for the group.

Arts & Crafts

Funds have been donated by the Rope Trust to contribute towards a women's craft group, based at Clarkson Street, Ipswich. The funds have been used to buy furniture and art and crafts materials.

Gaming Fund

Funds donated by Rope Trust to cover cost of gaming sessions at Press Start.

National Lottery Awards for All

A grant was awarded to fund the Domestic Abuse Survivors Martial Arts project.

Gippeswyk Avenue Communal Area

Funds donated by the Rope Trust to redecorate and refurnish the communal areas at Gippeswyk Avenue.

ADT

Funds have been donated towards a restricted Hardship Fund for people in Bury St Edmunds.

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Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

21. Analysis of net assets between funds

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Tangible fixed assets 51,300 51,300
Current assets 1,977,759 11,689 1,989,448
  
Net assets 2,029,059 11,689 2,040,748
  
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Tangible fixed assets 45,670 45,670
Current assets 1,634,990 12,927 1,647,917
  
Net assets 1,680,660 12,927 1,693,587
  
22. Cash generated from operations
2025 2024
£ £
Net income 347,161 476,087
Adjustments for:
Depreciation of tangible fixed assets 20,227 29,767
Other interest receivable and similar income (43,288) (26,042)
Gains on disposal of tangible fixed assets (3,876) (3,469)
Changes in:
Trade and other debtors (189,956) 114,262
Trade and other creditors (112,414) 52,815
 
17,854 643,420
 
23. Analysis of changes in net debt
At
At 1 Apr 2024 Cash flows 31 Mar 2025
£ £ £
Cash at bank and in hand 1,718,178 43,161 1,761,339
  
24. Operating lease commitments
The total future minimum lease payments under non-cancellable operating leases are as follows:
2025 2024
£ £
Not later than 1 year 119,031 116,406
 

- 30 -

Julian Support Limited

Company Limited by Guarantee

Notes to the financial statements (continued)

Year ended 31 March 2025

25. Related parties

During the year a close family member of Mrs L Spooner (the CEO of the charity) provided website design services to the charity totalling £15,548 (2024: £12,100) with no balance outstanding at the year end.

Another close family member of Mrs L Spooner was employed by the Charity until May 2023. Total remuneration for the family member for the year was £Nil (2024: £6,083).

- 31 -