2025-03-31-accounts - Swindon Advocacy Movement

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YOLV Ilfe. YOLV choice. Yow volce. Swindon Advocac Movement Annual Report 202412025 Advocacy QPM AWARD

ACHIEVEMENT AND PERFORMANCE

Swindon Advocacy Movement (SAM) provided a wide range of 1-1 statutory and community based advocacy services to 773

children, young people and adults with care and support needs; standing up for Human Rights and enabling individuals to have choice and control over their own lives.

SAM worked with 96 vulnerable people, to support giving them a voice through the adult safeguarding process.

Oliver McGowan Mandatory Training

Sy | and Autism SAM enabled 15 trainers with learning disabilities to work in paid employment with the NHS delivering Oliver McGowan training. The trainers and the SAM Enabler have travelled to Devizes, Salisbury, Chippenham, Bath, Bradford upon Avon as well as Swindon to deliver their essential insights and life experience.

ACHIEVEMENT AND PERFORMANCE

Boost enabled 101 Project people with learning disabilities to gain confidence, independence and learn new skills.

70 People have been supported to access community activities, employment, volunteering, sports and other organisations.

With funding from Good Things Foundation we worked with

62 people on computer skills, safety online and scams and accessing the internet.

South Swindon Parish awarded Boost funding to deliver the cookery project at Broadgreen Community centre for 6 people to achieve skills in cookery and achieve av v S » 3 , a AQA unit award. s 5

ACHIEVEMENT AND PERFORMANCE

Henry Smith Community project

142 individuals who have a Learning Disability or/and Autism accessed help on a range of goals and challenges.

Accessing a mental health diagnosis & challenging housing when accommodation is inappropriate.

Voicing views to professionals when client’s feel they aren’t being heard.

Challenging when client’s benefits are being refused.

Helping clients access volunteering and paid roles and helping clients recognise and understand their Right to Family Life.

Launch of the Independent Advocacy for Independent Lives Report

Over the past 3 years, Social Finance and Henry Smith formed a report of all the work the advocacy services they fund had been doing.

They formally launched the report at the House of Parliament where Georgie and Harry attended.

What did the report tell us?

For every £1 invested in non-statutory advocacy, there are an estimated £12 of savings (£7 for the NHS and £5 for local authorities).

94% of individuals reached or made progress towards their self-determined goals

ACHIEVEMENT AND PERFORMANCE

Statutory Advocacy

Independent Mental Health Advocates (IMHA)

These specialist advocates support people detained under the Mental Health Act to:

understand their rights whilst detained
talk to their doctors
share how they feel about their treatment and
challenge their detention through tribunal or hearing 148
This service supported people.

Independent Mental Capacity Advocates (IMCA)

These highly skilled advocates are trained in the Mental Capacity Act. They ensure that those who lack capacity to make important decisions for themselves are represented when other professionals make a best interest decision on their behalf:

Serious Medical Treatment
Where the individual should live
Safeguarding

112 This service supported people.

Achievement and Performance

Independent Care Act Advocates

The Care Act 2014 is a powerful piece of legislation written to ensure (amongst other things) promotion of individual wellbeing.

These knowledgeable advocates help those living with care and support needs and who have substantial difficulty engaging or be represented in vital processes such as:

Care assessment
Carers assessment
Safeguarding

224 This service supported people.

Relevant Person’s Representative (RPR)

It is often a family member or friend of the person.

Where there is not an appropriate person to be an RPR for a person, then a paid RPR (PRPR) is appointed.

All of our PRPRs are qualified IMCA’s and play an essential role representing and protecting the human rights of those who lack capacity to agree to decide or where and how they live.

116 This service supported people.

Achievement and Performance

Case Study

Ben came to SAM via Citizens Advice who were trying to help him with some arrears; he was having difficulty understanding what was being said and what choices he had available. Ben was allocated an advocate from our Community Advocacy project funded by the Henry Smith Foundation. The relationship between Ben and the advocate became so trusting that Ben shared many of his life events; he had experienced abuse, was a care leaver, had his son removed from his care and was not currently having contact. Ben very much wanted to spend time with his son. He also shared that he was struggling with his mental health due to worrying about money and feeling lonely. Ben told his advocate that he ‘forgets’ to eat and often runs out of money.

Ben’s advocate helped him to understand his choices around arrears and supported him to contact housing to set up the payment plan. Ben joined SAM Project Boost to gain independence and confidence. Ben was supported to contact Children’s social services and ask how he could go about getting in contact with his son. There were lots of complex court bundles that Ben did not understand. The advocate spent time going through the documents, breaking down the information so that Ben could understand. An essential piece of information in this bundle was that Ben has a diagnosis of ‘learning disability’ which he did not know. The longer that Ben and the advocate worked together the more areas of need were discovered and with the help of his advocate Ben requested a Care needs assessment. The advocate also worked with Ben to find out different types of Mental Health support in Swindon available to him.

Outcomes

Ben reports feeling more confident and improvement in his mental health.

Ben feels less lonely as he has made friends through joining Project Boost activities.

Ben now has 3 hours support per week to help him open and read letters, prepare food and pay his bills.

Ben has spent time with his son 3 times this year.

Ben knows what services are available to him.

Advocacy at Work

X is incredible, she speaks up on behalf of the young people. She knows her stuff”

"It has been good to speak with you, as a lot of people are too afraid to talk about how dementia affects them.“

“Thanks for making my leave happen. I can buy a coffee at Costa and sit by that lake on the hospital grounds. I am going to go to town too. Its lovely to be able to get off the ward for a while. I am going to buy new clothes and have my hair done.”

“Thank you for giving me my voice back, should that happen again I will be sure to contact you.”

“You have done so much to make things work out right for me; I am so happy it has turned out all ok. It is what I wanted”

Advocacy at Work

“Thank you very much for the quick response and very detailed and informative report. You are a great advocate and have represented the situation very well.”

SBC MH team Social Worker

“our time spent was greatly appreciated by me.”

Family member

“Absolutely amazing, X! We are so lucky to have you here, advocating!”

Referrer

“Thank you so much for making a real difference, it has helped client to understand what is going on, also have seen her confidence grow by having you on her side. Thank you for your support. It has been a pleasure to work with you”

Solicitor

FINANCIAL REVIEW

Treasurer’s Report and Financial Statement.

SAM Year end figures 2024/25

Income £649,065 Expenditure £659,348 Difference - £10,283

Funds

Unrestricted £234,570

REGISTERED COMPANY NUMBER: 03388017 (England and Wales) REGISTERED CHARITY NUMBER: 1070038 SWINDON ADVOCACY MOVEMENT UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

SWINDON ADVOCACY MOVEMENT CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 Page Report of the Trustees Independent Examiner's Report statement of Financial Activities Statement of Flnanclal Posltlon Statement of Cash Flows Notes to the Statement of Cash Flow5 Notes to the Financial Statements 10 to 16

SWINDON ADVOCACY MOVEMENT (REGISTERED NUMBER: 03388017) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statement5 of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of Accounting and Reporting by Charitie5: Statement of Recommended Practice applicable to charities preparing their account5 in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective l January 2019), OBJECTIVES AND ACTIVITXES Objectives and aims The charity's objective and principle activity is the provision of an independent accessible advocacy service to protect and empower people with care and support needs in the Swindon area. Public benefit The trustee5 have paid due regard to the guidance contained in the Charity Comrnisslon's general guidance on public benefit when deciding what activities the charity should undertake. It is the view of the trL¢Stees that the activities 5ummari5ed in this report demonstrate the commitment of the charity to provide an identifiable benefit that applies to a section of the public. STRATEGIC REPORT Achievements and performance Charitable activities Swindon Advocacy Movement (SAM) provided a wide range of l-l statutory and community based advocacy services to 773 children, young people and adults with care and support needs,. standing up for Hu man Rights and enabling individuals to have choice a nd control over their own lives. SAM worked with 96 people vulnerable to abuse giving them a voice through the adult safegLtarding process. The SAM Community Advocacy service for people with learning disabilities and/or Autism worked with 142 individuals enabling people to.. access mental health services and to have a voice. have the best chance of the right to a family life. maintain housing tenancies, independence and wellbeing. The service encourages self advocacy with over 600/0 of people referring themselves and driving the work. Most of those referrals from people wanting support to maintain tenancies and acce55 debt or benefit advice to enable them to live independently. Project Boost saw 101 people attend courses with 193 5e55i0ns on cookery, Shopping skills, budgeting, travel training, accessing community activities, digital skills and healthy living courses being delivered. With funding from Good Things Foundation we worked with 62 people on computer skills, safety online and scams and accessing the internet. 27 people achieved an AQA certificate in cooking, money management, independent travel training and shopping skills. SAM enabled 15 trainers with learning disabilities to work in paid employment with the NHS delivering Oliver McGowan training. The trainers and the SAM Enabler have travelled to Devizes, Salisbury, Chippenham, Bath, Bradford upon Avon as well as Swindon to deliver their essential insights and life experience. Page I

SWINDON ADVOCACY MOVEMENT (REGISTERED NUMBER: 03388017) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 STRATEGIC REPORT Financial review Financial position For the year ended 31st March 2025 the charity'5 income grew by Just over 4.6010 to £649,065. This was aided by the continuation of our joint working with the NHS to deliver Oliver McGowan training and new opportunities to provide advocacy services in the local community. We were successful in bidding for an additional year's contract with the Local Authority for Statutory Advocacy services however, as expected, the contract value decreased. Our expenditure increased by around 5.80/0 to £659,348, resulting in a £10,283 deficit. This was primarily due to staff costs, with staffing decisions having been nece55arlly made before the Statutory Advocacy contratt was finalised. Staff working hours increased year on year to meet the demands of the service. We remain committed to invest in our staff and maintain the high quality of our service whist being m indful of our operational costs to ensure the long term sustainability of the charity. Principal funding sources The charity's principle funding source is the Local Authority with additional funding raised from independent grant funders. Reserves policy The Trustees always work on the principle of having 3 months running costs in reserves. Future plans We will continue to seek to improved engagement and communication with members of 'The Crew, and other stakeholders on the Management Committee, As part of this we will work with SAM members with view to them contributing to the committee. We will update SAM'5 Object5 to ensure that they are fit for the organisation. We will also continue to review staff terms, conditions and benefits which support staff wellbeing and encourage staff retention. We will looking at ways to celebrate SAM'S 30th anniversary in 2025. STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document The charity Is controlled by its governing document, a deed of trust, and constitute5 a limited company, limited by guarantee, as defined by the Companies Act 2006. Recrultment and appointment of new trustees The appointment of tru5tee5 is governed by the Articles of Association. We actively recruit for a broad range of life experience and skills on the board. As a user led charity, we encourage service users to participate in its development by attending one or more Management Committee meetings and then explo with them the option to serve as a trustee. Any appointment 15 subject to ratification at the next Annual General Meeting. All new trustees receive a full induction in to the organisation which includes prior acce55 to 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) Reglstered Charity number 1070038 Page 2

SWINDON ADVOCACY MOVEMENT {REGISTERED NUMBER.. 03388017) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 Registered office Sanford House Sanford Street SWINDON Wiltshire SNI IHE Trustees Ms A Cooper (resigned 13.11.24) Mr A B Dixon Ms T Hardman (resigned 13.11.24) Mr R James Mr M Boden Ms N Woods Mr M Dickinson (appointed 13.11.24) Independent Examlner Morris Owen Chartered Accountants 43-45 Devize5 Road SWINDON Wiltshire SNI 4BG Bankers HSBC Bank PIC Unit 6 The Lock Canal Walk SWINDON Wiltshire SNI ILD STATEMENT OF TRUSTEES, RESPONSIBILITIES The trustees (who are a150 the director5 of Swindon Advocacy Movement for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) including Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" Company law requires the trustee5 to prepare financial statements for each financial year. Under that law, the trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). 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 and of the incoming resource5 and application of resource5, including the income and expenditu re, of the charitable company for that period. In preparing those financial statements, the trustees are requ ired to select suitable accounting policies and then apply them consistently. observe the methods and principles in the Charities SORP; make judgements and estimates that are reasonable and prudent, state whether applicable accounting standards have been followed, subject to any material departure5 disclosed and explained in the financial statements. prepare the financial statements on the going concern basis unle55 It is inappropriate to presume that the charitable company will continue in business, The trustees are respoiisible for keepiiig piopei- accouiitiiig i-ecoids wliicli disclose witli reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companie5 Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Page 3

SWINDON ADVOCACY MOVEMENT (REGISTERED NUMBER: 03388017) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 Report of the trustees, incorporating a strategic report, approved by order of the board of trustees, a5 the company directors, on 17 October 2025 and signed on the board's behalf by.. MrR mes - Trustee Page 4

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SWINDON ADVOCACY MOVEMENT Independent examiner's report to the trustees of Swlndon Advocacy Movement ('the Company,) I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2025. Respon51bilities and basls of report As the charity's trustees of the Company land also its directors for the purposes of company law) you are responsible for the preparation of the account5 in accordance with the requirements of the Companies Act 2006 ('the 2006 Act,). Having satSsfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Att and are eligible for independent examination, I report in respect of my examination of your charity'5 accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act,). In carrying out my examination I have followed the Directlon5 given by the Charity Commission ursder Section 145{5) (b) of the 2011 Act. Independent examlner's statement Since your charity'5 gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because l am a mernber of the Association of Chartered Certified Accountants, whlch is one of the listed bodies. I have completed my examination. I confirm that no matters have come to my attentlon in connection with the examinatlorb giving me cause to believe.. accounting records We not kept in respect of the Company as required by Section 386 of the 2006 Act; or the accounts do not accord with those records. or 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 examlnation,. or 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 account5 in accordance with the Financial Reporting standard applicable in the UK and Republic of Ireland (FRS 102)). I have no concerns and have come across no other matters In connettion with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Mr Ian Sumbler FCCA Morris Owen Chartered Accountants 43-45 Devizes Road SWTNDON Wiltshire SNI 4BG 17 October 2025 Page 5

SWINDON ADVOCACY MOVEMENT STATEMENT OF FINANCIAL ACTIvrriES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2025 2025 Total funds 2024 Total funds Unrestricted funds Restricted fund5 Notes INCOME AND ENDOWMENTS FROM Donation5 and legacie5 190 loo 290 993 Charitable activities Charitable activities 610,755 610,755 602,761 Fund generating activities Investment income 13,443 4,398 20,179 33,622 4,398 13,515 2,897 Total 18,031 631.034 649,065 620,166 EXPENDITURE ON Charitable activities Charitable activitles 12,689 646,659 659,348 620,895 NET INCOME/(EXPENDITURE) Transfers between funds 5,342 (15,625) {15,625) 15,625 (10,283) (729) 15 Net movement in funds (10,283) {10,283) (729) RECONCILIATION OF FUNDS Total funds brought forward 244,853 244,853 245,582 TOTAL FUNDS CARIUED FORWARD 234,570 234,570 244,853 The notes form part of these financlal statements Page 6

SWINDON ADVOCACY MOVEMENT (REGISTERED NUMBER: 03388017) STATEMENT OF FINANCIAL POSITION 31 MARCH 2025 2025 Total funds 2024 Total funds Unrestricted funds Restricted funds Notes CURRENT ASSETS Debtors Cash at bank 13 5,085 244,392 2,558 42,242 7,643 286,634 16,449 283,218 249,477 44,800 294,277 299,667 CREDITORS Amounts falling due within one year 14 (14,907) (44,800) (59,707) (54,814) NET CURRENT ASSETS 234,570 234,570 244,853 TOTAL ASSETS LESS CURRENT LIABILITIES 234,570 234,570 244,853 NET ASSETS 234,570 234,570 244,853 FUNDS Unrestricted funds 15 234,570 244,853 TOTAL FUNDS 234,570 244,853 The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025. The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006. The trustees acknowledge their responsibilities for (a) ensuring that the charitable company keeps accounting records that comp5y with Sections 386 and 387 of the Companies Act 2006 and preparing financial statements which give a true and falr view of the state of affairs of the charitable company a5 at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirement5 of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far a5 applicable to the charitable company. (b) The financial statements were approved by the Board of Trustees and authorised for issue on 17 October 2025 and were signed on its behalf by.. MrR mes - Trustee The notes form part of these financial statements Page 7

SWINDON ADVOCACY MOVEMENT STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2025 2025 2024 Notes Cash flows from operatlng artlvities Cash generated from operations (982) (127,201) Net cash used in operating activities (982) {127,201) Cash flows from Investing actlvities Interest received 4,398 2,897 Net cash provided by investing activities 4,398 2,897 Change in cash and cash equivalent5 in the reporting perlod Cash and cash equlvalents at the beginning of the reporting period 3,416 (124,304) 283,218 407,522 Cash and cash equlvalents at the end of the reporting period 286,634 283,218 The note5 form part of these financial statements Page 8

SWINDON ADVOCACY MOVEMENT NOTES TO THE STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2025 RECONCILIATION OF NET EXPENDITURE TO NET CASH FLOW FROM OPERATXNG ACTIVITIES 2025 2024 Net expenditure for the reporting period (as per the statement of Flnancial Activities) Adjustments for: Interest received Decreasel(increase) in debtors Increase/(decrease) in creditors (10,283) (729) (4,398) 8,806 4,893 (2,897) (697) (122,878) Net cash used In operations (982) (127,201) ANALYSIS OF CHANGES IN NET FUNDS At 1.4.24 Cash flow At 31.3.25 Net cash Cash at bank 283,218 3,416 286,634 283,218 3,416 286,634 Total 283,218 3,416 286,634 The notes form part of these flnancial statements Page 9

SWINDON ADVOCACY MOVEMENT NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 COMPANY INFORMATION The company is a company limited by guarantee and incorporated in England and Wales, and a registered charity with the Charity Commission in England and Wales. The registered office address 15 Sanford House, Sanford Street, 5windon, Wiltshire, SNI IHE. These financial statements are presented in British Pound5 (GBP), which is the company's functional and presentational currency. ACCOUNTING POLICIES Basis of preparlng the financial statements The financial statements of the charitable companyi which 15 0 public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard appllcable in the UK and Republic of Ireland (FRS 102) (effective l January 2019),, Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland, and the Companies Act 2006. The financial statement5 have been prepared under the historical cost convention. Tangible assets Small equipment such as laptops for project5 are expended through the Statement of Financial Attivities. Income All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. Expendlture Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category, Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. Taxation The charity is exempt from corporation tax on its charitable activitie5. Fund accounting Unrestritted funds can be used in accordance with the charitable objectives at the discretion of the trustees. Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. Further explanation of the nature and purpose of each fund is included in the notes to the financial Statement5. Pension costs and other post-retlrement benefits The charitable company operates a defined contribution pension scheme. Contribution5 payable to the charitable company'5 pension scheme are charged to the Statement of Financial Activities in the period to which they relate. Page 10 continued...

SWINDON ADVOCACY MOVEMENT NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025 DONATION5 AND LEGACIE5 2025 2024 Donation5 290 993 FUND GENERATING ACTIVITIES 2025 2024 Fundraising events Other income 73 33,549 13,515 33,622 13,515 INVESTMENT INCOME 2025 2024 Deposit account interest 4,398 2,897 INCOME FROM CHARITABLE ACTIVITIES 2025 2024 Attivity Charitable activities Grants 610,755 602,761 CHARITABLE ACTIVITIES COSTS Support costs (see note 8) Direct Costs Totals Charitable activities 653,246 6,102 659,348 SUPPORT COSTS Governance costs Finance Totals Charitable activities 79 6,023 6,102 TRUSTEES. REMUNERATION AND BENEFITS There was no remuneration to the trustees in 2025 or 2024. Trustees, expenses No expenses were paid to the trustees in 2025 or 2024. Page 11 continued...

SWINDON ADVOCACY MOVEMENT NOTES TO THE FINANCIAL STATEMENTS - contlnued FOR THE YEAR ENDED 31 MARCH 2025 10. STAFF COSTS 2025 2024 Wages and salaries Social Security costs Other pension costs 531,256 40,064 18,512 502,776 31,235 17,321 589,832 551,332 The average monthly number of employees during the year was as follows.. 2025 24 2024 26 Staff No employees received emolurnents in excess of £60,000. 11. INDEPENDENT EXAMINERS FEES 2025 2024 Statutory accounts production & external scrutiny 3,300 3,120 3,300 3,120 12. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrestricted funds Restricted funds Total funds INCOME AND ENDOWMENTS FROM Donations and legacies 742 251 993 Charitable activities Charitable activities 1,239 601,522 602,761 Fu nd generating activities Investment income 13,499 2,897 16 13,515 2,897 Total 18,377 601,789 620,166 EXPENDITURE ON Charitable activities Charitable activities 8,648 612,247 620,895 NET INCOME/(EXPENDITURE) Transfers between funds 9,729 (10,458) (10,458) 10,458 (729) Net movement in funds (729) (729) RECONCILIATION OF FUNDS Total funds brought forward 245,582 245,582 TOTAL FUNDS CARRIED FORWARD 244,853 244,853 Page 12 continued...

SWXNDON ADVOCACY MOVEMENT NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025 13. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2025 2024 Trade debtors Prepayments 4,839 2,804 5,848 10,601 7,643 16,449 14. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2025 2024 Trade creditors Social security and other taxes Accrued expenses Deferred income 3,494 10,328 4,385 41,500 4,113 10,611 3,120 36,970 59,707 54,814 15. MOVEMENT IN FUNDS Net movement in funds Transfers between funds At 31.3.25 At 1.4.24 Unrestricted funds General fund 244,853 5,342 (15,625) 234,570 Restricted funds Swindon Borough Council General Advocacy Community Advocacy (9,558) (6,067) 9,558 6,067 (15,625) 15,625 TOTAL FUNDS 244,853 (10,283) 234,570 Net movement in funds, included in the above are as follows: Incoming resources Resources expended Movement in funds Unrestricted funds General fund 18,030 (12,688) 5,342 Restricted funds Swindon Borough Council General Advocacy Project Boost Community Advocacy Oliver McGowan 447,961 64,231 70,632 48,211 (457,519) (64,231) (76,699) (48,211) (9,558) (6,067) 631,035 (646,660) (15,625) TOTAL FUNDS 649,065 (659,348) (10,283) Page 13 continued..,

SWINDON ADVOCACY MOVEMENT NOTES TO THE FINANCIAL STATEMENTS - contlnued FOR THE YEAR ENDED 31 MARCH 2025 15. MOVEMENT IN FUNDS- continued Comparatives for movement in funds Net movement in funds Transfers between funds At 31.3.24 At 1.4.23 Unrestricted funds General fund 245,582 9,729 (10,458) 244,853 Restricted funds Swindon Borough Council General Advocacy Project Boost (4,131) {6,327) 4,131 6,327 (10,458) 10,458 TOTAL FUNDS 245,582 (729) 244,853 Comparative net movement in funds, included in the above are as follows.. Incoming resources Resources expended Movement in funds Unrestricted funds General fund 18,377 (8,648) 9,729 Restricted funds Swindon Borough Council General Advocacy Project Boost Community Advocacy Oliver McGowan 457,920 68,058 59,333 16,478 (462,051) (74,385) (59,333) (16,478) (4,131) (6,327) 6Ql,789 {612,247) (10,458) TOTAL FUNDS 620,166 {620,895) (729) A current year 12 months and prior year 12 months combined position is as follows: Net movement in funds Transfers between funds At 31.3.25 At 1.4.23 Unrestricted funds General fund 245,582 15,071 (26,083) 234,570 Restricted funds Swindon Borough Council General Advocacy Project Boost Community Advocacy (13,689) (6,327) (6,067) 13,689 6,327 6,067 (26,083) 26,083 TOTAL FUNDS 245,582 {11,012} 234,570 Page 14 continued,..

SWINDON ADVOCACY MOVEMENT NOTES TO THE FINANCIAL STATEMENTS - contlnued FOR THE YEAR ENDED 31 MARCH 2025 15. MOVEMENT IN FUNDS- continued A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows: Incoming resource5 Resource5 expended Movement in funds Unrestrlcted funds General fund 36,407 (21,336) 15,071 Restricted funds Swindori Borough Council General Advocacy Project Boost Community Advocacy Oliver McGowan 905,881 132,289 129,965 64,689 (919,570) (138,616) (136,032) (64,689) (13,689) (6,327) (6,067) 1,232,824 (1,258,907) (26,083) TOTAL FUNDS 1,269,231 (1,280,243) (11,012) Details of Restricted Funds Statutory and General Advocacy (Swindon Borough Council) Contains the material funding by Swindon Borough Council for Statutory Advocacy under The Care Att, 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. Project Boost (Swindon Borough Council) Funding from Swindon Borough Cou ncil for Day Opportunities for people with learning disabilities; enabling members to take up new work, volunteering or leisure opportunities in the community. Community Advocacy (Henry Smith Charity) Funding from the Henry Smith Charity to provide advocacy for people with learning disabilities and autism in Swindon. Ollver McGowan Funding from NHS Bath and North East Somerset, Swindon and Wiltshire Integrated Care Board (ICB} enabling co-trainers with learning disabilities to deliver mandatory Oliver McGowan training to health staff across the region.. Transfers between funds Transfers are made between restricted ar)d unrestricted funds at the end of every accounting period in ca5e5 where the restricted fund is in deficit and has either come to an end or there is no prospect of a surplus in a later period, when the deficit is eliminated by transfer from unrestricted funds. Page 15 continued...

SWINDON ADVOCACY MOVEMENT NOTES TO THE FINANCIAL STATEMENTS - contlnued FOR THE YEAR ENDED 31 MARCH 2025 16. CONTINGENT LXABILITIES Various funders retain the right to claw back grants should the use of the funds not be in accordance with the terms of the grant. In the opinion of the Trustee5 no such liability exists at the year end. 17. RELATED PARTY DISCLOSURES There were no related party transactions for the year ended 31 March 2025. Page 16

REGISTERED COMPANY NUMBER: 03388017 (England and Wales) REGISTERED CHARITY NUMBER: 1070038 SWINDON ADVOCACY MOVEMENT UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025