```
REGISTERED COMPANY NUMBER: 03388017 (England and Wales)
REGISTERED CHARITY NUMBER: 1070038
```
## **`SWINDON ADVOCACY MOVEMENT`**
```
UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED
31 MARCH 2023
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023`**
||**`Page`**|**`Page`**|**`Page`**|
|---|---|---|---|
|**`Report of the Trustees`**|`1`|`to`|`4`|
|**`Independent Examiner's Report`**||`5`||
|**`Statement of Financial Activities`**||`6`||
|**`Statement of Financial Position`**||`7`||
|**`Statement of Cash Flows`**||`8`||
|**`Notes to the Statement of Cash Flows`**||`9`||
|**`Notes to the Financial Statements`**|`10`|`to`|`1`8|
|**`Detailed Statement of Financial Activities`**||19||
```
SWINDON ADVOCACY MOVEMENT
```
## **`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023`**
```
ThetrusteeswhoarealsodirectorsofthecharityforthepurposesoftheCompaniesAct2006, present
theirreportwiththefinancialstatementsofthecharityfortheyearended31March2023.The trustees
haveadoptedtheprovisionsofAccountingandReportingbyCharities:Statementof Recommended
PracticeapplicabletocharitiespreparingtheiraccountsinaccordancewiththeFinancial Reporting
Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).
```
## **`OBJECTIVES AND ACTIVITIES`**
## **`Objectives and aims`**
```
Thecharity'sobjectiveandprincipleactivityistheprovisionofanindependentaccessible advocacy
service to protect and empower people with care and support needs in the Swindon area.
```
## **`Public benefit`**
```
ThetrusteeshavepaiddueregardtotheguidancecontainedintheCharityCommission's general
guidanceonpublicbenefitwhendecidingwhatactivitiesthecharityshouldundertake.Itistheview of
thetrusteesthattheactivitiessummarisedinthisreportdemonstratethecommitmentofthecharity to
provide an identifiable benefit that applies to a section of the public.
```
## **`STRATEGIC REPORT`**
```
Achievement and performance
Charitable activities
```
```
SwindonAdvocacyMovementprovidedstatutoryandcommunitybasedadvocacyservicesto 644
children,youngpeopleandadultswithcareandsupportneeds;standingupforHumanRights and
enabling individuals to have choice and control over their own lives.
```
```
ProjectBoostenabled95peoplewithlearningdisabilitiestotakeupcommunityopportunitiesas they
learnt new skills, developed confidence and accessed work and leisure opportunities.
```
```
ProjectBoostsaw56peopleattendingIndependentLivingskillscourseswhichincluded cookery,
shoppingskills,budgetingandtraveltraining.Wealsoenabled64peopletoaccesscommunity activities
andsports.28peopleachievedanAQAcertificateand16peopleaccessedvolunteeror work
opportunities.With'Multiply'fundingfromtheSwindonAdultCommunityLearningteam,wealso started
accessible numeracy sessions.
```
```
WewereexcitedtostartourCommunityAdvocacyserviceforpeoplewithlearningdisabilities and/or
Autism, funded by The Henry Smith Charity. The project :
```
- `Enables individuals to access mental health services and to have a voice.`
- `Enables parents to have the best chance of the right to a family life.`
- `Enables individuals to maintain housing tenancies, independence and wellbeing.`
```
InthefirstsixmonthsoftheCommunityAdvocacyservicewerecruitedfortheserviceandworked with
29people.The1-1advocacyworkdeliveredhasbeenvariedandhasincludedissueswiththecost of
livingcrisis,tenanciesandevictions,accessingsupportforhealthincludingmentalhealthand parents
accessing help for their families.
```
```
ThedevelopmentofourParentservicehasenabledustosupport41parentsthisyear,inaddition to
continuetosupportparentswithLearningDisabilitieswehaveviaspotpurchasearrangementsbeen able
toextendoutsupporttoothervulnerableparentsincludingthoselivingwithAutism,mentalill health
andyoungcareleavers.WithfundingfromNationalBenevolenceFundwealsoprovidedadvocacy to
parentsbeyondcourtproceedings;supportingthemtoaccessmentalhealthservices,request food
parcelsandtoraiseissueswithfacetofacecontactwithchildren.Wehavealsosignpostedparents to
Citizens Advice for benefits checks and PIP challenge support.
```
```
Page 1
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023`**
## `Household Fund payments`
```
WeworkedinpartnershipwithSwindonBoroughCounciltodistributeHouseholdFundpaymentsto 41
peopleorfamiliesmostinneedbecauseofthecostoflivingcrisis.Itremainsapriorityfor the
organisationtomonitorthewellbeingofindividualswithlearningdisabilities,Autismormental health
concerns who are financially vulnerable at this time.
```
## `Quality Performance Mark`
```
SAMwasawardedtheNDTi(NationalDevelopmentTeamforInclusion)QualityPerformanceMark for
another three years with an excellent report:
```
```
'SAM is a well-governed organisation with a very experienced, stable and skilled board of trustees.'
```
## `Recruitment`
```
WesuccessfullyrecruitedforanewAdvocacySupervisor,CommunicationsandReferralCoordinator and
twoIndependentAdvocates.WealsodevelopedanIndependentAdvocatetraineeroleandrecruited our
first trainee.
```
## `Invested in staff`
```
TheSalaryReviewGrouphasreviewedandapprovedchangestoexistingrolesandsalariesto reflect
changingdutiesandresponsibilitiesaswellassupportingtheintroductionofanumberofnew roles
includingSeniorIndependentAdvocateandIndependentAdvocatetraineerole.Additionalstaff benefits
were also considered with a view to introducing them in 2023/24.
```
## **`Financial review`**
## **`Financial position`**
```
Fortheyearended31stMarch2023thecharity'sincomeremainedstrongwithamodestincrease to
£588,222.ExpenditureincreasedinlinewiththestrategicdecisionbytheTrusteestoinvestin staff
salaries,training,andachievementoftheQualityPerformanceMark.Thisresultedinasmallsurplus of
£10,446andunrestrictedreservesof£245,582.Wearemindfuloftheupcomingcontractrenewalfor our
StatutoryAdvocacyservicewiththeLocalAuthorityandarelookingtodiversifyourincometo mitigate
risks going forward.
```
## **`Principal funding sources`**
```
Thecharity'sprinciplefundingsourceistheLocalAuthoritywithadditionalfundingraised from
independent grant funders.
```
## **`Reserves policy`**
```
The Trustees always work on the principle of having 3 months running costs in reserves.
```
## **`Future plans`**
```
Wewillworkmorecloselywiththeusersofourservice,ExpertsbyExperience,on co-production
activities. This will include the governance of the charity and the development of services.
```
```
Wewillcontinuetoreviewstafftermsandconditionswithaviewtoaddingadditionalbenefits which
support staff wellbeing and encourage staff retention.
```
```
Wewilllooktoimproveouraccountingsystemstosupportgreaterautomationandeasier financial
modelling.
```
## **`STRUCTURE, GOVERNANCE AND MANAGEMENT`**
## **`Governing document`**
```
Thecharityiscontrolledbyitsgoverningdocument,adeedoftrust,andconstitutesalimited company,
limited by guarantee, as defined by the Companies Act 2006.
```
```
Page 2
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023`**
## **`STRUCTURE, GOVERNANCE AND MANAGEMENT`**
## **`Recruitment and appointment of new trustees`**
```
The appointment of trustees is governed by the Articles of Association.
```
```
Weactivelyrecruitforabroadrangeoflifeexperienceandskillsontheboard.Asauserledcharity, we
encourageserviceuserstoparticipateinitsdevelopmentbyattendingoneormore Management
Committeemeetingsandthenexplorewiththemtheoptiontoserveasatrustee.Anyappointment is
subject to ratification at the next Annual General Meeting.
```
```
Allnewtrusteesreceiveafullinductionintotheorganisationwhichincludesprioraccessto financial
accounts and governing documents.
```
## **`Organisational structure`**
```
The Management committee oversees the work of the charity.
```
## **`REFERENCE AND ADMINISTRATIVE DETAILS`**
## **`Registered Company number`**
```
03388017 (England and Wales)
```
## **`Registered Charity number`**
```
1070038
```
## **`Registered office`**
```
Sanford House
Sanford Street
SWINDON
Wiltshire
SN1 1HE
```
## **`Trustees`**
```
Ms A Cooper
Mr G Bawden (resigned 19.10.22)
Mr A B Dixon
Ms J Weston
Ms T Hardman
Mr R James
Mr M Boden
Ms N Woods
```
## **`Company Secretary`**
```
Ms A Cooper
```
## **`Independent Examiner`**
```
Morris Owen
Chartered Accountants
43-45 Devizes Road
SWINDON
Wiltshire
SN1 4BG
```
## **`Bankers`**
```
HSBC Bank Plc
Unit 6 The Lock
Canal Walk
SWINDON
Wiltshire
SN1 1LD
```
```
Page 3
```
## **`SWINDON ADVOCACY MOVEMENT`**
## **`REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023`**
`Report of the trustees, incorporating a strategic report, approved by order of the board of trustees, as the company directors, on` 2 `November 2023 and signed on the board's behalf by:`
```
Ms J Weston - Trustee
```
```
Page 4
```
```
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF
SWINDON ADVOCACY MOVEMENT
```
```
Independentexaminer'sreporttothetrusteesofSwindonAdvocacyMovement ('the
Company')
```
```
IreporttothecharitytrusteesonmyexaminationoftheaccountsoftheCompanyfortheyear ended
31 March 2023.
```
## **`Responsibilities and basis of report`**
```
Asthecharity'strusteesoftheCompany(andalsoitsdirectorsforthepurposesofcompanylaw)you are
responsibleforthepreparationoftheaccountsinaccordancewiththerequirementsofthe Companies
Act 2006 ('the 2006 Act').
```
```
HavingsatisfiedmyselfthattheaccountsoftheCompanyarenotrequiredtobeauditedunderPart16 of
the2006Actandareeligibleforindependentexamination,Ireportinrespectofmyexaminationof your
charity'saccountsascarriedoutunderSection145oftheCharitiesAct2011('the2011Act').In carrying
outmyexaminationIhavefollowedtheDirectionsgivenbytheCharityCommissionunder Section
145(5) (b) of the 2011 Act.
```
## **`Independent examiner's statement`**
```
Sinceyourcharity'sgrossincomeexceeded£250,000yourexaminermustbeamemberofalisted body.
IcanconfirmthatIamqualifiedtoundertaketheexaminationbecauseIamamemberof the
Association of Chartered Certified Accountants, which is one of the listed bodies.
```
```
Ihavecompletedmyexamination.Iconfirmthatnomattershavecometomyattentionin connection
with the examination giving me cause to believe:
```
`1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or`
`2. the accounts do not accord with those records; or`
`3. 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`
`4. 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)).`
```
Ihavenoconcernsandhavecomeacrossnoothermattersinconnectionwiththeexaminationto which
attentionshouldbedrawninthisreportinordertoenableaproperunderstandingoftheaccountsto be
reached.
```
```
Mr Ian Sumbler FCCA
```
`Morris Owen Chartered Accountants 43-45 Devizes Road SWINDON Wiltshire SN1 4BG` 06/11/2023
```
Date: .............................................
```
```
Page 5
```
## **`SWINDON ADVOCACY MOVEMENT`**
## **`STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023`**
|`Unrestricted`
`funds`
`Notes`
`£`
**`INCOME AND ENDOWMENTS FROM`**
`Donations and legacies`
`3`
**`3,392`**
**`Charitable activities`**
`6`
`Charitable activities`
**`43,751`**
`Fund generating activities`
`4`
**`12,21`2**
`Investment income`
`5`
**`132`**
**`Total`**
**`59,4`87**
**`EXPENDITURE ON`**
**`Charitable activities`**
`7`
`Charitable activities`
**`4,747`**
**`NET INCOME/(EXPENDITURE)`**
**`54,74`0**
**`RECONCILIATION OF FUNDS`**
`Total funds brought forward`
**`190,842`**
**`TOTAL FUNDS CARRIED FORWARD`**
**`245,58`2**|`Restricted`
`funds`
`£`
**`-`**
**`528,670`**
**65**
**`-`**
**`528,7`35**
**`573,029`**
**`(44,`294****`)`**
**`44,294`**
**-**|**`2023`**
**`Total`**
**`funds`**
**`£`**
**`3,392`**
**`572,421`**
**`12,277`**
**`132`**
**`588,222`**
**`577,776`**
**`10,446`**
**`235,136`**
**`245,582`**|`2022`
`Total`
`funds`
`£`
`3,344`
`512,512`
`61,397`
`4`|
|---|---|---|---|
||||`577,257`|
||||`528,614`|
||||`48,643`
`186,493`|
||||`235,136`|
```
The notes form part of these financial statements
```
```
Page 6
```
## **`SWINDON ADVOCACY MOVEMENT`**
## **`STATEMENT OF FINANCIAL POSITION 31 MARCH 2023`**
|`Unrestricted`
`Restricted`
`funds`
`funds`
`Notes`
`£`
`£`
**`CURRENT ASSETS`**
`Debtors`
`13`
**`8,155`**
**`7,597`**
`Cash at bank`
**`266,396`**
**`141,126`**
**`274,551`**
**`148,723`**
**`CREDITORS`**
`Amounts falling due within one year`
`14`
**`(28,969)`**
**`(148,723)`**
**`NET CURRENT ASSETS`**
**`245,582`**
**`-`**
**`TOTAL ASSETS LESS CURRENT`**
**`LIABILITIES`**
**`245,582`**
**`-`**
**`NET ASSETS`**
**`245,582`**
**`-`**
**`FUNDS`**
`15`
`Unrestricted funds`
`Restricted funds`
**`TOTAL FUNDS`**|**`2023`**
**`Total`**
**`funds`**
**`£`**
**`15,752`**
**`407,522`**
**`423,274`**
**`(177,692)`**
**`245,582`**
**`245,582`**
**`245,582`**
**`245,582`**
**`-`**
**`245,582`**|`2022`
`Total`
`funds`
`£`
`14,358`
`276,568`
`290,926`
`(55,790)`
`235,136`
`235,136`
`235,136`
`190,842`
`44,294`
`235,136`|
|---|---|---|
```
ThecharitablecompanyisentitledtoexemptionfromauditunderSection477oftheCompanies Act
2006 for the year ended 31 March 2023.
```
```
Themembershavenotrequiredthecompanytoobtainanauditofitsfinancialstatementsforthe year
ended 31 March 2023 in accordance with Section 476 of the Companies Act 2006.
```
```
The trustees acknowledge their responsibilities for
```
- `(a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and`
- `(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.`
`The financial statements were approved by the Board of Trustees and authorised for issue` on 2 `November 2023 and were signed on its behalf by:`
```
Ms J Weston - Trustee
```
```
The notes form part of these financial statements
```
```
Page 7
```
## **`SWINDON ADVOCACY MOVEMENT`**
## **`STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2023`**
|||**`2023`**|`2022`|
|---|---|---|---|
||`Notes`|**`£`**|`£`|
|**`Cash flows from operating activities`**||||
|`Cash generated from operations`|`1`|**`130,822`**|`(37,340)`|
|`Net cash provided by/(used in) operating activities`||**`130,822`**|`(37,340)`|
|**`Cash flows from investing activities`**||||
|`Interest received`||**`132`**|`4`|
|`Net cash provided by investing activities`||**`132`**|`4`|
|||||
|**`Change in cash and cash`**||||
|**`equivalents in the reporting period`**||**`130,954`**|`(37,336)`|
|**`Cash and cash equivalents at the`**||||
|**`beginning of the reporting period`**||**`276,568`**|`313,904`|
|**`Cash and cash equivalents at the`**||||
|**`end of the reporting period`**||**`407,522`**|`276,568`|
```
The notes form part of these financial statements
```
```
Page 8
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2023`**
|**`1.`**|**`RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM`**|**`OPERATING ACTIVITIES`**|**`OPERATING ACTIVITIES`**|
|---|---|---|---|
|||**`2023`**|`2022`|
|||**`£`**|`£`|
||**`Net income for the reporting period (as per the Statement`**|||
||**`of Financial Activities)`**|**`10,446`**|`48,643`|
||**`Adjustments for:`**|||
||`Interest received`|**`(132)`**|`(4)`|
||`Increase in debtors`|**`(1,394)`**|`(4,497)`|
||`Increase/(decrease) in creditors`|**`121,902`**|`(81,482)`|
||**`Net cash provided by/(used in) operations`**|**`130,822`**|`(37,340)`|
## **`2.`**
## **`ANALYSIS OF CHANGES IN NET FUNDS`**
|**`Net cash`**
`Cash at bank`
**`Total`**|`At 1.4.22`
`£`
**`276,568`**
**`276,568`**
**`276,568`**|`Cash flow`
**`At 31.3.23`**
`£`
**`£`**
**`130,954`**
**`407,522`**
**`130,954`**
**`407,522`**
**`130,954`**
**`407,522`**|
|---|---|---|
```
The notes form part of these financial statements
```
```
Page 9
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023`**
## **`1. COMPANY INFORMATION`**
```
ThecompanyisacompanylimitedbyguaranteeandincorporatedinEnglandandWales,and a
registered charity with the Charity Commission in England and Wales.
```
```
The registered office address is Sanford House, Sanford Street, Swindon, Wiltshire, SN1 1HE.
```
```
ThesefinancialstatementsarepresentedinBritishPounds(GBP),whichisthe company's
functional and presentational currency.
```
## **`2. ACCOUNTING POLICIES`**
## **`Basis of preparing the financial statements`**
```
Thefinancialstatementsofthecharitablecompany,whichisapublicbenefitentityunderFRS 102,
havebeenpreparedinaccordancewiththeCharitiesSORP(FRS102)'Accountingand Reporting
byCharities:StatementofRecommendedPracticeapplicabletocharitiespreparingtheir accounts
inaccordancewiththeFinancialReportingStandardapplicableintheUKandRepublicof Ireland
(FRS102)(effective1January2019)',FinancialReportingStandard102'TheFinancial Reporting
StandardapplicableintheUKandRepublicofIreland'andtheCompaniesAct2006.The financial
statements have been prepared under the historical cost convention.
```
## **`Tangible assets`**
```
SmallequipmentsuchaslaptopsforprojectsareexpendedthroughtheStatementof Financial
Activities.
```
## **`Income`**
```
AllincomeisrecognisedintheStatementofFinancialActivitiesoncethecharityhasentitlement to
thefunds,itisprobablethattheincomewillbereceivedandtheamountcanbe measured
reliably.
```
## **`Expenditure`**
```
Liabilitiesarerecognisedasexpenditureassoonasthereisalegalorconstructive obligation
committingthecharitytothatexpenditure,itisprobablethatatransferofeconomicbenefits will
berequiredinsettlementandtheamountoftheobligationcanbemeasuredreliably. Expenditure
isaccountedforonanaccrualsbasisandhasbeenclassifiedunderheadingsthataggregate all
costrelatedtothecategory.Wherecostscannotbedirectlyattributedtoparticularheadings they
have been allocated to activities on a basis consistent with the use of resources.
```
## **`Taxation`**
```
The charity is exempt from corporation tax on its charitable activities.
```
## **`Fund accounting`**
```
Unrestrictedfundscanbeusedinaccordancewiththecharitableobjectivesatthediscretionof the
trustees.
```
```
Restrictedfundscanonlybeusedforparticularrestrictedpurposeswithintheobjectsof the
charity.Restrictionsarisewhenspecifiedbythedonororwhenfundsareraisedfor particular
restricted purposes.
```
```
Furtherexplanationofthenatureandpurposeofeachfundisincludedinthenotestothe financial
statements.
```
## **`Pension costs and other post-retirement benefits`**
```
Thecharitablecompanyoperatesadefinedcontributionpensionscheme.Contributionspayable to
thecharitablecompany'spensionschemearechargedtotheStatementofFinancialActivities in
the period to which they relate.
```
## **`Financial instruments`**
```
Shorttermdebtorsaremeasuredattransactionprice,lessanyimpairment.Loansreceivable are
measuredinitiallyatfairvalue,netoftransactioncosts,andaremeasuredsubsequently at
amortised cost using the effective interest method, less any impairment.
```
```
continued...
```
```
Page 10
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023`**
## **`2. ACCOUNTING POLICIES - continued`**
## **`Financial instruments`**
```
Shorttermtradecreditorsaremeasuredatthetransactionprice.Otherfinancial liabilities,
includingloans,aremeasuredinitiallyatfairvalue,netoftransactioncosts,andare measured
subsequently at amortised cost using the effective interest method.
```
## **`3. DONATIONS AND LEGACIES`**
|**`3.`**
**`DONATIONS AND LEGACIES`**|||||||
|---|---|---|---|---|---|---|
|`Donations`
**`4.`**
**`FUND GENERATING ACTIVITIES`**
`Other income`
**`5.`**
**`INVESTMENT INCOME`**
`Deposit account interest`
**`6.`**
**`INCOME FROM CHARITABLE ACTIVITIES`**
`Activity`
`Grants`
`Charitable activities`
**`7.`**
**`CHARITABLE ACTIVITIES COSTS`**
`Charitable activities`
**`8.`**
**`SUPPORT COSTS`**
`Charitable activities`|`Direct`
`Costs`
`£`
**`570,904`**
`Finance`
`£`
**`69`**|**`2023`**
**`£`**
**`3,392`**
**`2023`**
**`£`**
**`12,277`**
**`2023`**
**`£`**
**`132`**
**`2023`**
**`£`**
**`572,421`**
`Support`
`costs (see`
`note 8)`
`£`
**`6,872`**
`Governance`
`costs`
`£`
**`6,803`**||`2022`
`£`
`3,344`
`2022`
`£`
`61,397`
`2022`
`£`
`4`
`2022`
`£`
`512,512`|`2022`
`£`
`3,344`
`2022`
`£`
`61,397`|`2022`
`£`
`3,344`|
|||||||`2022`
`£`
`4`|
|||||`Totals`
`£`
**`577,776`**|||
|||||`Totals`
`£`
**`6,872`**|||
## **`9. TRUSTEES' REMUNERATION AND BENEFITS`**
```
There was no remuneration to the trustees in 2023 or 2022.
```
```
continued...
```
```
Page 11
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023`**
## **`9. TRUSTEES' REMUNERATION AND BENEFITS - continued`**
## **`Trustees' expenses`**
```
No expenses were paid to the trustees in 2023 or 2022.
```
## **`10. STAFF COSTS`**
|**`2023`**
**`£`**
`Wages and salaries`
**`457,332`**
`Social security costs`
**`35,070`**
`Other pension costs`
**`15,420`**
**`507,822`**
`The average monthly number of employees during the year was as follows:`
**`2023`**
`Staff`
**`22`**|`2022`
`£`
`429,765`
`29,897`
`14,348`|
|---|---|
||`474,010`|
||`2022`
`22`|
```
No employees received emoluments in excess of £60,000.
```
## **`11. INDEPENDENT EXAMINERS FEES`**
|`Statutory accounts production & external scrutiny`
**`12.`**
**`COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES`**
`Unrestricted`
`funds`
`£`
**`INCOME AND ENDOWMENTS FROM`**
`Donations and legacies`
`3,344`
**`Charitable activities`**
`Charitable activities`
`6,25`2
`Fund generating activities`
`61,`397
`Investment income`
`4`
**`Total`**
`70,99`7
**`EXPENDITURE ON`**
**`Charitable activities`**
`Charitable activities`
`25,344`
**`NET INCOME`**
`45,65`3
**`RECONCILIATION OF FUNDS`**
`Total funds brought forward`
`145,189`|**`2023`**||`2022`|
|---|---|---|---|
||**`£`**||`£`|
||**`2,050`**||`1,850`|
|||||
||**`2,050`**||`1,850`|
|||||
||`Restricted`
`funds`
`£`
`-`
`506,26`0
`-`
`506,2`60
`503,270`
`2,9`90
`41,304`
-||`Total`
`funds`
`£`
`3,344`
`512,512`
`61,397`
`4`
`577,257`
`528,614`
`48,643`
`186,493`|
|||||
|||||
|||||
```
continued...
```
```
Page 12
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023`**
## **`12. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued`**
|**`12.`**
**`COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES`**|**`- continued`**|||
|---|---|---|---|
|`Unrestricted`
`funds`
`£`
**`TOTAL FUNDS CARRIED FORWARD`**
`190,84`2
**`13.`**
**`DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR`**
`Trade debtors`
`Prepayments`
**`14.`**
**`CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR`**
`Trade creditors`
`Social security and other taxes`
`Accrued expenses`
`Deferred income`|`Restricted`
`funds`
`£`
`44,29`4
**`2023`**
**`£`**
**`968`**
**`14,784`**
**`15,752`**
**`2023`**
**`£`**
**`14,180`**
**`10,085`**
**`2,454`**
**`150,973`**
**`177,692`**||`Total`
`funds`
`£`|
||||`235,136`|
||||`2022`
`£`
`13,734`
`624`
`14,358`
`2022`
`£`
`9,489`
`8,093`
`2,210`
`35,998`
`55,790`|
|||||
## **`15. MOVEMENT IN FUNDS`**
|**`Unrestricted funds`**
`General fund`
`Zurich Community Trust`
`Lloyds Bank Foundation`
**`Restricted funds`**
`Project Indy (Children In Need)`
`Swindon Borough Council General`
`Advocacy`
`Money Matters (The MSE Charity)`
`Project Boost`
`Wiltshire Community Foundation`
`National Benevolent Charity`
`Community Advocacy`
**`TOTAL FUNDS`**|`At 1.4.22`
`£`
**`166,224`**
**`18,368`**
**`6,250`**
**`190,842`**
**`5,330`**
**`22,407`**
**`309`**
**`5,983`**
**`770`**
**`9,495`**
**`-`**
**`44,294`**
**`235,136`**|`Net`
`movement`
`in funds`
`£`
**`54,740`**
**`-`**
**`-`**
**`54,740`**
**`(5,330)`**
**`(22,407)`**
**`-`**
**`(6,292)`**
**`-`**
**`-`**
**`(10,265)`**
**`(44,294)`**
**`10,446`**|`Transfers`
`between`
`funds`
`£`
**`24,618`**
**`(18,368)`**
**`(6,250)`**
**`-`**
**`-`**
**`-`**
**`(309)`**
**`309`**
**`(770)`**
**`(9,495)`**
**`10,265`**
**`-`**
**`-`**|`At`
`31.3.23`
`£`
**`245,582`**
**`-`**
**`-`**|
|---|---|---|---|---|
|||||**`245,582`**
**`-`**
**`-`**
**`-`**
**`-`**
**`-`**
**`-`**
**`-`**|
|||||**`-`**|
|||||**`245,582`**|
## **Details of Restricted Funds**
The trustees agreed to reclassify projects and expenditure in accordance with objectives going forward. This resulted in outstanding balances in restricted funds being fully spent by the 31st March 2023.
```
continued...
```
```
Page 13
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023`**
## **`15. MOVEMENT IN FUNDS - continued`**
```
Net movement in funds, included in the above are as follows:
```
|**`Unrestricted funds`**
`General fund`
**`Restricted funds`**
`Project Indy (Children In Need)`
`Swindon Borough Council General`
`Advocacy`
`Project Boost`
`Community Advocacy`
**`TOTAL FUNDS`**|`Incoming`
`resources`
`£`
**`59,4`87**
**`17,859`**
**`417,8`62**
**`51,099`**
**`41,915`**
**`528,73`5**
**`588,222`**|`Resources`
`expended`
`£`
**`(4,7`47****`)`**
**`(23,189)`**
**`(440,26`9****`)`**
**`(57,391)`**
**`(52,180)`**
**`(573,02`9****`)`**
**`(577,776)`**|`Movement`
`in funds`
`£`
**`54,740`**
**`(5,330)`**
**`(22,407)`**
**`(6,292)`**
**`(10,265)`**
**`(44,294)`**
**`10,446`**|
|---|---|---|---|
## **`Comparatives for movement in funds`**
|**`Unrestricted funds`**
`General fund`
`Zurich Community Trust`
`Lloyds Bank Foundation`
**`Restricted funds`**
`Big Lottery Fund`
`Project Indy (Children In Need)`
`Swindon Borough Council General`
`Advocacy`
`Lloyds Bank Community Mental`
`Health Advocacy`
`Money Matters (The MSE Charity)`
`Project Boost`
`Wiltshire Community Foundation`
`National Benevolent Charity`
**`TOTAL FUNDS`**|`At 1.4.21`
`£`
`137,235`
`7,954`
`-`
`145,189`
`837`
`7,693`
`1,540`
`23,857`
`-`
`6,165`
`1,212`
`-`
`41,304`
`186,493`|`Net`
`movement`
`in funds`
`£`
`28,989`
`10,414`
`6,250`
`45,653`
`(837)`
`(2,363)`
`20,867`
`(23,857)`
`309`
`(182)`
`(442)`
`9,495`
`2,990`
`48,643`|`At`
`31.3.22`
`£`
`166,224`
`18,368`
`6,250`
`190,842`
`-`
`5,330`
`22,407`
`-`
`309`
`5,983`
`770`
`9,495`
`44,294`
`235,136`|
|---|---|---|---|
```
continued...
```
```
Page 14
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023`**
## **`15. MOVEMENT IN FUNDS - continued`**
```
Comparative net movement in funds, included in the above are as follows:
```
|**`Unrestricted funds`**
`General fund`
`Zurich Community Trust`
`Voluntary Action Swindon`
`Lloyds Bank Foundation`
**`Restricted funds`**
`Big Lottery Fund`
`Project Indy (Children In Need)`
`Swindon Borough Council General`
`Advocacy`
`Swindon Borough Council LDPB`
`Lloyds Bank Community Mental`
`Health Advocacy`
`Money Matters (The MSE Charity)`
`Project Boost`
`Wiltshire Community Foundation`
`NHS Banes (MH Discharge Fund)`
`Mencap Digital Funding`
`National Benevolent Charity`
**`TOTAL FUNDS`**|`Incoming`
`resources`
`£`
`36,30`8
`19,999`
`8,440`
`6,250`
`70,99`7
`-`
`18,277`
`398,31`9
`2,659`
`-`
`6,242`
`47,989`
`8,133`
`8,303`
`6,338`
`10,000`
`506,2`60
`577,257`|`Resources`
`expended`
`£`
`(7,3`19`)`
`(9,585)`
`(8,440)`
`-`
`(25,34`4`)`
`(837)`
`(20,640)`
`(377,45`2`)`
`(2,659)`
`(23,857)`
`(5,933)`
`(48,171)`
`(8,575)`
`(8,303)`
`(6,338)`
`(505)`
`(503,2`70`)`
`(528,614)`|`Movement`
`in funds`
`£`
`28,989`
`10,414`
`-`
`6,250`
`45,653`
`(837)`
`(2,363)`
`20,867`
`-`
`(23,857)`
`309`
`(182)`
`(442)`
`-`
`-`
`9,495`
`2,990`
`48,643`|
|---|---|---|---|
```
continued...
```
```
Page 15
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023`**
## **`15. MOVEMENT IN FUNDS - continued`**
```
A current year 12 months and prior year 12 months combined position is as follows:
```
|**`Unrestricted funds`**
`General fund`
`Zurich Community Trust`
`Lloyds Bank Foundation`
**`Restricted funds`**
`Big Lottery Fund`
`Project Indy (Children In Need)`
`Swindon Borough Council General`
`Advocacy`
`Lloyds Bank Community Mental`
`Health Advocacy`
`Money Matters (The MSE Charity)`
`Project Boost`
`Wiltshire Community Foundation`
`National Benevolent Charity`
`Community Advocacy`
**`TOTAL FUNDS`**|`At 1.4.21`
`£`
`137,235`
`7,954`
`-`
`145,189`
`837`
`7,693`
`1,540`
`23,857`
`-`
`6,165`
`1,212`
`-`
`-`
`41,304`
`186,493`|`Net`
`movement`
`in funds`
`£`
`83,729`
`10,414`
`6,250`
`100,393`
`(837)`
`(7,693)`
`(1,540)`
`(23,857)`
`309`
`(6,474)`
`(442)`
`9,495`
`(10,265)`
`(41,304)`
`59,089`|`Transfers`
`between`
`funds`
`£`
`24,618`
`(18,368)`
`(6,250)`
`-`
`-`
`-`
`-`
`-`
`(309)`
`309`
`(770)`
`(9,495)`
`10,265`
`-`
`-`|`At`
`31.3.23`
`£`
`245,582`
`-`
`-`|
|---|---|---|---|---|
|||||`245,582`
`-`
`-`
`-`
`-`
`-`
`-`
`-`
`-`
`-`|
|||||`-`|
|||||`245,582`|
```
continued...
```
```
Page 16
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023`**
## **`15. MOVEMENT IN FUNDS - continued`**
```
Acurrentyear12monthsandprioryear12monthscombinednetmovementinfunds,included in
the above are as follows:
```
|`Incoming`
`Resources`
`resources`
`expended`
`£`
`£`
`95,`795
`(12,0`66`)`
`19,999`
`(9,585)`
`8,440`
`(8,440)`
`6,250`
`-`
`130,4`84
`(30,09`1`)`
`-`
`(837)`
`36,136`
`(43,829)`
`816,1`81
`(817,7`21`)`
`2,659`
`(2,659)`
`-`
`(23,857)`
`6,242`
`(5,933)`
`99,088`
`(105,562)`
`8,133`
`(8,575)`
`8,303`
`(8,303)`
`6,338`
`(6,338)`
`10,000`
`(505)`
`41,915`
`(52,180)`
`1,034,9`95
`(1,076,29`9`)`
`1,165,479`
`(1,106,390)`
**`Unrestricted funds`**
`General fund`
`Zurich Community Trust`
`Voluntary Action Swindon`
`Lloyds Bank Foundation`
**`Restricted funds`**
`Big Lottery Fund`
`Project Indy (Children In Need)`
`Swindon Borough Council General`
`Advocacy`
`Swindon Borough Council LDPB`
`Lloyds Bank Community Mental`
`Health Advocacy`
`Money Matters (The MSE Charity)`
`Project Boost`
`Wiltshire Community Foundation`
`NHS Banes (MH Discharge Fund)`
`Mencap Digital Funding`
`National Benevolent Charity`
`Community Advocacy`
**`TOTAL FUNDS`**|`Movement`
`in funds`
`£`
`83,729`
`10,414`
`-`
`6,250`
`100,393`
`(837)`
`(7,693)`
`(1,540)`
`-`
`(23,857)`
`309`
`(6,474)`
`(442)`
`-`
`-`
`9,495`
`(10,265)`
`(41,304)`
`59,089`|
|---|---|
## **`Statutory and General Advocacy (Swindon Borough Council)`**
```
Contains the material funding by Swindon Borough Council for Statutory Advocacy under The Care
Act, The Mental Capacity Act and The Mental Health Act. This also includes non-statutory advocacy
for parents with learning disabilities going through Child Protection and for providing
administration for the Swindon Learning Disability Partnership Board.
```
## **`Community Mental Health Advocacy (Lloyds Bank)`**
```
Funding from Lloyds Bank Foundation for a community mental health advocacy service for adults
leaving mental health care to live independently in the community.
```
## **`Money Matters (The MSE Charity)`**
```
Funding from The MSE Charity for activities for people with learning disabilities to learn how to use
and manage money.
```
## **Project Boost (Swindon Borough Council)**
```
Funding from Swindon Borough Council for Day Opportunities for people with learning disabilities;
enabling members to take up new work, volunteering or leisure opportunities in the community.
```
## **Project Indy (Children In Need)**
```
FundingfromChildreninNeedtoworkwithyoungpeopleaged10-18withSEND
(SpecialEducational Needs) to learn new skills and try new activities.
```
```
continued...
```
```
Page 17
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023`**
## **`15. MOVEMENT IN FUNDS - continued`**
## **`Mental Health Discharge Fund (BaNES, Swindon and Wiltshire Integrated Care Board)`**
```
Funding from NHS Banes to enable people with learning disabilities or Autism to access mental
health services.
```
## **`Digital Inclusion Project (Mencap)`**
```
Funding from Mencap for equipment to combat digital exclusion and enable our members with
learning disabilities to go online.
```
## **`Advocacy services parents with a Learning Disability (National Benevolent Charity)`**
```
Funding from the National Benevolent Charity to provide advocacy for parents with a learning
disability beyond Child Protection proceedings and to set up a parent peer support group.
```
## **`Community Advocacy (Henry Smith Charity)`**
```
FundingfromtheHenrySmithCharitytoprovideadvocacyforpeoplewithlearningdisabilities and
autism in Swindon.
```
## **`Project Multiply (Swindon Borough Council)`**
```
FundingfromSwindonBoroughcounciltohelppeoplewithlearningdifficultiestofeel more
confidentwithnumbersforeverydaylivingthrougharangeofpracticalcoursesaround numeracy,
money and budgeting.
```
## **`Independent Living Skills (Big Lottery Fund)`**
```
FundingfromtheBigLotterytogiveindependentlivingskillstopeoplewithlearning disabilities,
including the achievement of AQA unit awards.
```
## **`Learning Disability Partnership Board (Swindon Borough Council)`**
```
FundingfromSwindonBoroughCounciltoprovidesupporttoExpertswithExperienceon the
board.
```
## **`Specialist Advocacy Services (Wiltshire Community Foundation)`**
```
FundingfromWiltshireCommunityFoundationforAdvocacyServicesforpeoplewith Cerebral
Palsy and Brain Injury.
```
## **`Transfers between funds`**
```
Transfersaremadebetweenrestrictedandunrestrictedfundsattheendofevery accounting
periodincaseswheretherestrictedfundisindeficitandhaseithercometoanendorthereis no
prospectofasurplusinalaterperiod,whenthedeficitiseliminatedbytransferfrom unrestricted
funds.
```
## **`16. CONTINGENT LIABILITIES`**
```
Variousfundersretaintherighttoclawbackgrantsshouldtheuseofthefundsnotbe in
accordancewiththetermsofthegrant.IntheopinionoftheTrusteesnosuchliabilityexists at
the year end.
```
## **17. RELATED PARTY DISCLOSURES**
There were no related party transactions for the year ended 31 March 2023.
```
continued...
```
```
Page 18
```
```
SWINDON ADVOCACY MOVEMENT
```
## **`DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023`**
|**`INCOME AND ENDOWMENTS`**
**`Donations and legacies`**
`Donations`
**`Fund generating activities`**
`Other income`
**`Investment income`**
`Deposit account interest`
**`Charitable activities`**
`Grants`
**`Total incoming resources`**
**`EXPENDITURE`**
**`Charitable activities`**
`Wages`
`Social security`
`Pensions`
`Rent, rates and water`
`Insurance`
`Light and heat`
`Telephone`
`Postage and stationery`
`Advertising`
`Sundries`
`Travel`
`Computer costs`
`Office expenses`
`Training`
`Project expenses`
**`Support costs`**
**`Finance`**
`Bank charges`
**`Governance costs`**
`Accountancy fees`
`Legal fees`
`Total resources expended`
**`Net income`**|`2023`
`£`
**`3,392`**
**`12,277`**
**`132`**
**`572,421`**
**`588,222`**
**`457,332`**
**`35,070`**
**`15,420`**
**`6,794`**
**`6,853`**
**`2,341`**
**`9,204`**
**`2,313`**
**`396`**
**`2,156`**
**`2,391`**
**`10,089`**
**`6,389`**
**`13,129`**
**`1,027`**
**`570,904`**
**`69`**
**`4,609`**
**`2,194`**
**`6,803`**
**`577,776`**
**`10,446`**|`2022`
`£`
`3,344`
`61,397`
`4`
`512,512`|
|---|---|---|
|||`577,257`
`429,765`
`29,897`
`14,348`
`6,035`
`3,074`
`2,527`
`9,730`
`1,247`
`487`
`1,693`
`2,580`
`6,197`
`8,453`
`2,026`
`3,773`|
|||`521,832`
`127`
`4,263`
`2,392`|
|||`6,655`|
|||`528,614`|
|||`48,643`|
```
This page does not form part of the statutory financial statements
```
`Page` 19