REGISTERED COMPANY NUMBER.. 04046674 (England and Wales) REGISTERED CHARITY NUMBER.. 1092126 REPORT OFTHE TRUSTEES Afrjo FINANCIAL STATEME14TS FOR THEYEAR ENOED 31STMARCH 2025 FOR VOLITION-LEEDS Thomas Coombs Llmited Statutory Audltor Chartered Accountants 3365 The Pentagon Century Way Thorpe Park Leeds West Yorkshire LS15 8Z8 *AEGL16NNV' 0611212025 COMPANIES HOUSE A08
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VOUTION-LEEDS CONTENTS OF THE FINANCIAL STATEMENT5 FOR THE YEAR ENDED 31ST MARCH 2025 Reference and AdmiTrIratIve Oetalls Report of the Trustee5 2 10 10 Independent Emamlner's Report li Statement ol Flnanclal Actlvltles 12 Balance Sheet 13 Cash Flow Ststemeni 14 Notes to the Cash Flow Statement Is Notes io the Flnancial Siatemenls 16 to 28 Detalled Sl•t•ment of Flnan¢l•l Actlvlll¢s 29
VOLITION-LEEDS REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31ST MARCH 2025 TRUSTEES ZA Bawn IResigned 26.05.251 C A Hill (Resigned 28.11.241 J AHill R A Kettle P Bhupal A N Curtls A Hanif (Resigned 24.07.251 N Franklin (Resigned 27.03.251 K J M Proud (Resigned 26.05.25 SMHoey R Wilson N A Lines IRèsi8ntd 23.05.241 MSLaw REGISTEREO OFFICE Suite El josephs Well Hanover Walk Leeds West Yorkshlre LS3 IA8 REGISTEREO COMPANY NUM8ER 04046674 IEn8land and Wales) REGISTERED CHARITY NUMBER 1092126 INDEPENDENT EXAMINER Thomas Coombs Limited Chartered Accountant5 3365 The Penragon Century Way Thorpe Park Leeds West Yorkshlre LS15 8ZB BANKERS Unlty Tr¢Jst 8ank 9 Brindley Place 8irmlngham 612H8 Pa8e I
VOLITION-LEEDS REPORT OF THE TRUSTEES FOR THE YEAR ENDEO 31ST MARCH 2025 The Trustees, who are èlso Directors ol the chèrlty for the purpose5 of the Companies Act 2006, present thelr report wlth th& financial Statements of the charity for the year ended 31st March 2025. The TrLtstees have adopted the provisions of Accountlng and Reporting by Charities.. Statement of Recommended Practice applicable to charities prepaling their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffective I january 20191. 08JECTIVES AND ACTIVITIES for publlc benelil Volition receives fundin8 from Leeds City Council and the West Yorkshire IC8 and other statutory bodies and occèsionally from other charities or trusts from time to tlme. It generates other revenue through delivering programmes on behalf of siatutory bodies. The charily's objects, as defined in our Memorandum of Associaiion, are lor the public benefit, to promote the preservation of 800d physical and mental health. the relief of persons experiencing poor menial health andlor mental health illne5S, the relief of persons with physical and sensory impairments and the relief of those with learning disabilities in Leeds and ihe surrounding area and to iaise public awareness ol such need5. In order to do this we work in partnership with Statutory and Voluntary Or8anisailons. The frustee5 conlirm that they have referred to ihe 8uldance contalned in the ChaTSty Commlssion's 8eneral 8uidance on public benefit when reviewing the aims and objectives and in plannin8 activities. In setting our strategy and planning our activities, Trustee5 have given serious consideration to the Charity Commission's general guidance on public beneflt and in porttcular the relief of those in need, by reason of youth, age. 111.health, dlsability, linancial hardshlp or other disadvantaBe and have developed str3te8ic aims ¥lon8side 5hort-term Éoals and objectlves. We are committed to strengthening our expertise and proce55e5 for supportin8 our smaller members and those working with the most mar8inalised communities alongside the wider sector throu6h enga8ement and representation and also giant makin8 as part of Our delivery strategy. This enèbles us io ensure that a wider number of oui member or8anisations are able to access fund5 and deliver at ground level, We have been offerSn8 these and slmilaf servlces lor 40 years and are recognised as a key 50Lsrce of support and information for and on the health and care third sector In Leeds. Prlnclpal Art5vltl•s Volition Leeds Ivolitionl is an alliance of third se¢tor (voluntary, Communily, faith and soclal enterprisel member organi5ation5 which provide health and wellbeing community support in Leeds. At the end of the year Volition had 302 members and Forum Central lour partnership with Leeds Older People's Forurnl had a combined membership of 329 organisations. Volition exlsts to.. Promote and support the contribution of the voluntary sector in strategic planning and development across ihe Leed5 and West Yorkshire health and care system. Encourage collaboration and partnership between agencies and across sectors. Promote and contribute the voluntary sector'5 person and cornmunity centred perspective In aspects of service and practice development. Support and develop our thlrd sector member organisations to enable them to better meet the mental, physical health and wellbein8. learnlng disability and physical and sensory impairment need5 of people acioss all our diverse Leeds, communities. We have continued to develop our three year 51raiegic Plan agreed in 2023. We believe in local solvtions. informed by tlusted lationships with people and commLtnities and have used our Theory of Change to help guide and clarily our work in 2025126. Page 2
VOiITION-LEEDS REPORT OF THE TRUSTEES FOR THE VEAR ENDED 31ST MARCH 2025 ACHIPalEMENTS AND PERFORMANCE This year we demonstraie our achievements 38ain5t the Theory of Change based on our focus on ensuring a better quality of life for people in leeds through promotion ol the unique strengths, approaches. benefits and vision of the third sector. We do this through our two goals of achieving a thrlvin8. diverse and sustainable third sector and local InfrastructLtrÈ that has legacy beyond the life of any single program. Our enablers are.. our relational appro8ch informed by local strategy. the expertise, knowledge and commitment of our team - both board and staff.. our strofiB reputation and our operational strength and sustainability. SIX Priorlty areas of focus l. Showcase and ad¥ocate lor our seclor locuslng on health inequalltles and takin8 aftlon to affect positi¥e system chante Building our Workforce and Human Resources network with accessible, free resources and sharing of knowledge and good practice, benefiting small and micro as well as lar8er organisations Events, m•etln8s and enzagemeni Developin8 settor leadershlp and access for our members to key decision makers. conne¢tlng more of the system to itself. Mechan15rn5 that support the rhird sector by en5urin8 fundlng along with support, advocacy, representallon and capaeltv buildin8 that reaches frontline or8ani5ations includln8 Inte¥national Day of Oi5abled People and supportlng Leeds Older People'5 Forum IL Household Support Fund Brant making. Raising the health and care third sector profile across Leeds and West Yorkshire and developing rnechani5ms to support our members and communities still lebyilding from ihe pandemic, managin8 the current financial and operating challenges, and planning for health system changes and vpheavals. Advocacy,. Advocatin8 for the Health and Care Third sector in all meetln8s from Health & Wellbeing Board to one-to-one meetln8S. State of the Sector.. we are working Wlth partners Nlfty Sustainability and Mycake on our thlrd Iteration of the Leeds State of the Sector Report which will enable us to further quantify and benchmark our sectorfs strengths and challenges. Our updated research shows 1.878 registered organlsations workin8 towards the wider determinants of health in Leeds, which is 90% of all re8lStered or8anlsations, with 164 or8•nisations directly deliverin8 health and care contracts. This has increased as a proportion from 82% in 2022. The second report published In 2023 was highly used, both by Third Sector Leeds In our Thlrd Sector Slrate8y and by statutory paitner5 includin8 the Health and Care Academy annual report and the early draft of the Leeds Joint Strategic Assessment. Sharing It in Pèrtnefship and S¢TUtiny Boards raised understandin& profile and valuing of the third sector and we continue to see piogress in embedding this more data drlven approach to understandin8 the value of investment and cumulative impact on the sector of reducing fundin8 and cuts. Marmot alongside LOPF, Volltion has ensured that the thlrd sector has been Involved and hS8hly visible, wlth the value of third sector infrastructure being reco8nised in helping the Leed5 system to join up, scale up, be bold (FAIRER, HEALTHIER LEEDS.. REDUCING HEALTH INEQUALITIES, report by the Instltvte of Health). 2. Connect and influence to amplify the ¥oices of People and CommunleS In Leeds as ralsed thr¢uih our membeis Vsin8 a range of indicators, milestones and benchmarks for both our members and funder5 to see the lon8 term effect Of the charity's activities on both individual members and at a wider level of the communities we serve and the health and care system in which we operate. We have sought to Increase the range of our partners and the number and diversity of our members. Our work lo address health Inequalities has included en8agement with partners to strenBthen connection5 and bfidge the 8ap between senior decision maker5 and people who experience the greatest health inequalities and the or8anisaiion5 that provide Support including the Health and Wellbeing Board Allyship Programme which has been (cluded wlth a report reviewed by the board in Junè 2025. Volitlon, workin8 Wlth IOPF. as Forum Central, keeps members informed about strategic developments happenin8 in the health and care system which have an impact on the Leed5 third sector and enable our members to feed inio those development5 and strategies wherever possible. Page 3
VOLITION.LEEDS REPORT OF THE TRUSTEES FOR TblE YEAR ENDED 31ST MARCH 2025 We do this throgh network and one-to-one meetings- themed events and bespoke materials including thought leadership. most recently our Third Sector position statement on Neighbourhood Health. We also share regular e-bulletins tailored in response to feedback. We gather intelligence from the Health and Care Third Sector through representatives, meetin8s and events which enables us to help achieve better health and wellbeing outcomes for people through our Team Leeds valLses and principles shared with other H&C system partners Information delivered throu8h our Forum Centr31 website. email and socsal media has enabled our members to better respond to systern restructuring and to the cost pressure challenges they all face. We have continued to sustain some elements of the one information source principle of the former LOOP partnership. Our on80ing work to address health ineqvalities has included facilitating the Communities of Interest Network. for8in8 stron8er links between this and our other spe¢iali5t network5 (Mental Health, Learning Disabilities, Physical and Sensory Impairments and Local Care Partnershipsl.. and continued en8agement with the People's Voices Group. This has enabled us io better amplily the voices of our member5 and the communities- both geographic and of interest that they work with and create opportunities to influence decision makers, including.. through the Allyship ProÈramrne that we developed with the Health and Wellbeing Board,. representation on the Population Health and Care Oelivery 8oard,' and involvement in the Tackling Health Ineoualities Group I relaunched in 2025 as the Leeds Healthcare Inequalities Ovefsight Group). Our understèn(ling of the needs of people in communities throu8h our members is key to èdvocatin8 for community voice to be at the centre of de¢i51on making and supportln8 shift of power to communitles. We have developed a risk monitorin8 mechanism to ensure issues ralsed are recorded, escalated and ècled upon. In 2025, we continued the work in partnership with or8anTrsations working with Roma communities and Publi¢ Health to support community capacity bulldin8 and more Collaborative workin8. 3. Develop and strengthen third se¢tor representatlon •cross key forums •nd stratellc boards We have strengthened strategic enBagemeni across Leeds and with our West Yorkshire peer5 including the Leeds and West Yorkshire IWY) digital Boards where we continue to highlighi the digital requirements of the sector and Interoperability, which remains a barrier for all Health and Care system partners. Xarl Willy has been appointed as WY VCSE rep on the newly established Neighbourhood Health Board and we have been an active founding member of the Health ènd Care Hub with Dept for Health &5ocial Care. Acilvely coTrtrlbute to and Influence pollcy and strate As Forum Central, we support representatton across 100 different boards and strate8lC groups. bringing a Third Sector Health and Care perspective as well as keeping others in the sector engaged and well informed through Third Sector Leeds. The value ènd impact of this woik 15 exemplilled by the followift8 feedback.. 'It has been a privilege to lead St Gemma's for the last 14 years and a pleasure to work with you, the Forum Central tearn and other Third Sector colle•8ues. What amazin8 work the Third Sector does in Leeds and what a difference that work makes to local people's lives. We aTe an active partner in the Leeds Health and Care Hub. a Leedslcabiner Office partnership launched in 2022 and representing a new and dynamic way lor Central Government. Local Government. the NHS and the Voluntary and Community Sector to work together to influence national policy and apply test, 1È3rn and 8row methodo108y. Through our WY Power of Communltles we Influence and support work at WY level anLI we have also stspported locèl work through Third SÈ¢tor Leeds, for example meetln6 lotal MPS in March 2024 to raise Issues around VCSE sustainability, Household Support Fund, housin8. concerns around privaie profit Irom public funding and ihe Third Sector role in improving quality of later Ilfe. Around 60.000 people are employed across Leeds in health and care services, of which 6,465 are in the third sector. We have been working since 2021 to ensure theie 15 third sector representation on the Leeds Health and Care Academy work which is overseen by the Leeds One WDrklorce Strategic Board. This has included ensuring that tratning and support is available to meet the needs of the third sector workforce. To address thls, we have collaborated with ihe Leeds Health and Care Academy to establish and coordinate a Third Sector HR Network. Established in 2022 following our workforce survey that raised concerns about challenge5 being faced by the sector, the network cover5 workforce, culture, inclusion and organisational development matters. The Network is supported via the Leeds Health and Care Academy with Emma Holford (Project Managerl I day a week embedded in our team alongside Tina Turnbull who was employed support the work and develop the engagement and network from September 2023 to October 2024. This, and our increased 8rantmakin8 experience. lay the ground for a significant short term WYCA funded Work and Health programme which we will deliver with Leeds City Council in 2025Iz6. Page 4
VOUTION-LEEDS REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 1025 4. Transform and Innovate through new and existlni partnershlps In orderto shape the future of health and care The continuation of Volition's partnership with LOPF through the Leeds City Council Forums Contract has seen us deliver ongoing specialist support to our members, underpinned by two way engagement through the Health and Care Leaders Network and Represeniatives meetings. Our partnerships with Voluntary Action Leetls, Healthwatch. Leeds Community Foundation and statutory paitners continue5 to be core to our work and has brought significant benefits of increased influence for people and communities and additional resources to our members and the wider third sectoi. In 2024 we commissioned a Leeds Third Sector Infrastructure Review jointly with LOPF and Voluntary Action Leeds. This Included three workshops with key stakeholders over Summer 2024 Through our West Yorkshlre IWYI Power of Communities work we have ¢ontinued to Identlfy and respond to the needs of member5. We continued to inform and involve the sector in wider healih System chanBe including as an equal partner In the Leeds and Vrfy Integrated Care System whilst navlgatin8 signiflcant additional challen8es to tackling the health needs ol the city b¥ the operatinB restructure in 2024125 and the 2025 NHS changes and Ten Year Plan for Heallh now being worked throu8h. Feedback from our memberoryanlsatlons We conducted our membei satisfactlon survey a8ain this year lo help us understand more about what our members think we do well OT covld do better. Example feedback from one tesllmonial we received highlighted the imp3ci of our high leve15 01 communications and connections and the value of our 5harin8 of information and providing a mechanism and lever for chan8e. Member organlsations have provided feedback that we keep them "well connected to the local care community and well Informed" Our netwoik meetln8s are valued as well run and very useful - a member praised them for the 'positivlty and such a good vibe" Mernber5 have told us they value the support offered and for'hearing, really listening and hearing". We also seek evaluation feedback on the impact of the Projects we run. We recelved the followln8 feedback on one of our Power of Community partners. Thig Inlrastiuciure development pro8ramme has managed to deliver in-depth sUPPOrt to communlty leaders from culturally diverse back8rounds who have immense potentSal to contribute to the voluntary sector in Leed5. While doing $0. we have a150 managed to build the long terrn resilience of the third sector. Every community leader has evidenced growth and a hi8h level of commitment to become self-reliant and sustainable community groups. 5. Develop and Support our te•m In 2024125 we completed an option5 appraisal for downsi2ing and having exploied a range of options we agreed and swiftlv completed a move, Still co-locating with LOPF. to a Smaller, flexible office in joseph5 Well. This well located building on the edge of the city centre is shared with many different third sector, NHS and private sector teams and organisations. Our team has shifted to a more flexible and matrlxed way of working. where responsibilities are distributed lo leverage collettive strengths, yet leadership remain5 clearly defined to Buide outcomes in a fast-changing system and to ensure we can be responsive to the needs of our members and wider partners. Our specialist development workers continue to fulfll their core remit with professlonallsm. enlhLtsSasm. compa551on and skill via monthly network meetin85, regular bulletins and one to one meetings, supporting existing members and en8aBin8 and supporting the full lange of or8anisations across the sector whilst shifting the balance of time from 5y5tem partner meeting5 lo direct support and networkin8 in response to member feedback and core aims. The distributed approach to 5UPPOrting LCP5 and joint network meetiri85 since 2023 ha5 ensured that these have been well attended and Tealised our ambition to work practically in a more intersectional way with focus on highlighting health inequalities. Our team and Board ol Trustees undertook Equallty and Diversity tralning trustees in 2024125. 6. Ensure financial 5UStainability Quarterly monitorinB form5 are submitted to our joint health and local authority funders who continue to give positive feedback about our performance. Feedback from our Members and evaluatlon of the support we provide to both our members and partners bs also p051tive with an overall increased demand on all areas of our work. We have experienced significant Challenges setting balanted budgets for 2024125 and 2025126 due to uncertainty re8ardSng funding which has been resolved Isee Financial Reviewl. However, thi5 did mean we could explore and reduce costs very successfully in a number of areas and are as a result fit for future challenges with a more sustainable cost base and a very proactive and forward thinking team who are more able to be flexible and responsive. Page S
VOLITION-LEEDS REPORT OFTHE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2025 KEY ACHIEVEMENTS IN 2024125 Partnershlp wlth Halth In late 2024 the Leeds ICB Annual Position Statement was published outlining the commitment to working in partnership with the Health and Care System. It sets out the current coniext, opportunities, and future priorities relation to rhe third sector as Member of the Leeds Health an¢J Care Partnership and is grounded in priorities seen within the Leeds Third Sector Strategy and honed throu8h a collaborative workshop involvin8 the ICB and third sector colleagues in july 2024. The launch ol the statement came as the new Government and the Daoi report set out the challenge to identify how we best care for the health of people in our communities. The third sector has poterntial ro be the cornerstone of the Governrnent's ask of a neighbourhood health and care system, whlch is recognised in ihe three ambltions ol the ten year plan.. to move care frorn the hospital to communily; from treatment to prevention; and to support people in the move from analogue to digital,. all underpinned by 3 commitment to Neighbourhood Health. This will only be possible if we harness the ihird sector reach into communities alongside other partners. West Yorkshire Health and Care Partnership is the flrst 'Keep it Local, ICS in the country. A clear position statement outlines how the ICB in Leeds will work wirh partners to prioritise 5UPPOrtin8, Partnering wilh and commlssioning local third sector partners. West Yorkshire Is leadin8 the way as one of 7 out of the 42 Integraled Care 8oards IIC8sl who have partnerships with the Voluntary, Community and Social Enterprise IVCSEI sector. and our West Yorkshire Memofandurn of Understanding IMOUI with us respresentin the VCSE sector Is a $18nSflcani commltment to embed the sector and deliver better health and well-beinB Outcomes. We are proud of our Leed5 Health and Care Partnership Team Leeds approach to and are committed to ensuring that we continuallv Smprove how we work 108ether to Improve the lives of local people, particularly those IlvSn8 Wlth the hi8hest health Inequalities. Mindwell Mindwell is the 'go.to' onllne resource for adult mentèl health and wellbeing support In Leeds, provided by Volltlon in partneiship with Thrive by Design up until March 2025. Mindwell offers a comprehensive directory of over 520 local and national services, information on common mental health issues. and a collection of accessible self-help resources. Widely used by healthcare professiona15 and the voluntary seclor. Mindwell ensures easy access to free, reliable mental health support. Key developments durin8 the year Included.. Launch of a new volunteer programme, with the first cohor( inducted before Christmas and supporting research and Inform¥tion.8atherlng. Refresh of key content. includSng new resources for older adults. Strengthened Collaboration with Public Healrh and 8ein8 You Leeds, particularfy around antl-Stl8ma and prevention work. Progress toward PIF.Tick accrediiation, locusin8 on quality standards and streamllnin8 directory updates. MonitOfill8 of reach ar)d impact through web analytics and newsletter en8a8ement. Dufin8 the year, si8nificanl time was spent workin8 Wlth ¢ommi$5ionerg on the handover of responsibilities from Thrive by Design to Leeds City Council. Much of the work previously delivered by Thrive transferred to Volition, alon8side E20k in additional fundin8. The contratt was also extended to 2027, providin8 longer-term stability. While this ensuied continuity, some development activity like ihe Advisory Board has been paused pendin8 furthef directlon Irom commissloners on the wider fUre model. The team have shown iemarkable resilnce in respondin8 to this change. Community Mèntal Health Tr•n5fornMtion Transforming Mental Health Grant funded delivery partners- Gold Oust port.. we have pulled together a powerful evaluation report that highlights the significant achievements of frontline organisations. supported by Volition, to meet the need5 01 people with severe and complex meni31 health needs. There 15 a shift in development capacity of the core team as Mental Health Transformation became business as usual, with ongoin8 staff changes/reductions. The focus for the core team is acr055 the three pilot (CPS with focused work5tream5 I0150rder, Complex Rehab & Psychosis, Eatiri8 Oisorders, Neurodiversity & Transitions) and preparing to mobilise the next wave OF sites across the city. Page 6
VOLITION-LEEDS REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2025 We have worked at the request of the ICB and partners to help develop a new Alliance model whlch can, with our input, ensure the safe transfer of mental health community support contracts alongside keeping wider opportunities for other p3rtners with expertise in this space to join the Alliance as it builds and grows. In summer 2025 two contratts wefe awarded under the new Provlder Selectlon Rè8ime. Communlty Vac¢ine Chimplons The Community Vaccine Champions work with Voluntary Action Leeds ènd pariners from Leeds City Council's Public Health team is building on the signilicant succes5 of the original Champion5 work dellvefed during the Covid-19 pandemlc. The asset-based model utilises the reach, skills and knowledge of communities to Support the communication of public health messaging into undefserved communities. throu8h a volunteering programme and community grant scheme. The latest rceration of the Community Champions work is designed to promote informed conversations about vaccination5 across the lifecourse. Staftlng in April 2025, withfundlng from NHS England, Volition has already successfully delivered the first phase of the grants scheme, provtding small grants to 10 organi58tions to deliver work aiming to enhance community engagement with childhood vaccinations. Leeds Beckett Universlty wlll a8ain be evaluating the programme, buildlng upon learninB shared wlthin the original Communltv Champions evaluation report. Trauma Inlormed This Project aimed to develop city-wide capacity and initiatives that focu5 on developing, strenithenin8 and implementing third sector Trauma Informed care and Support for Children and Young People in Leeds. Volition received fundin8 Irom Leeds ICB for a two-year Developmeni Worker post to support thi5 Projert. Volition developed and 5Uslained a Tiauma Informed Communities network, held regular orientaiion sessions and produced bi-monthly leaining briefings, Volltlon partnered with Leeds Communltv Foundation and Leeds IC8 on two grant programmes. playlng an active role for grant recipients. Both the funds take a test and learn appfoach, with the ambition r.o embed learning into the Compassionate Leeds strategy. The Development Worker post ended In July 2024 but Volltion continued to suppoit the grant-holders as they completed thelr projects and we held an end.ol- grant ¢elebration event in March 2025. Flnanclal revlew R•view of linanciol artlvltv The financial statements have been prepared in accordance with the Companles Act 2006 and Charlties Act 2011. The company has adopted FR5102 and complies with the St3tement of Recommended Prattice 'Accounting and ReportinB by Charltles. lissued in December 20191. The nèt income for the year was £59,39612024'. net expenditure Df E273.9581, made up of net income of £32,692 on unrestritted funds and net Income of £26,704 on restricted funds. Overall Charlty income was E909,39312024.' 807,6421. We received several lar8e one-off 8rants in 2024125 which have been offset to an extent by a redltction of É67k in our ICB grant fundlng for our Forurn Centr31 activities. In 2023124. we received annual grant funding from the IC8 Leeds of E302k, Thi5 funding was reduced by £33.6k per quarter from 1st October 2024, a significant reduction in ICB inve51menl in Forum Central enga8emenl, repiesentation and leadership activity and a reflection of the challenging financial sitvation for the sertor. Overall expenditlJTe on ChaTltable activities was £849.99712024: £1,081,6CK)). Expenditure on Core Charitable activities has reduced by £180k. M05t of this reduction is salary costs. Several posts ended In late 2023124 or early 2024125 because fixed term funding for these posts came to an end. We have also Streamllned Staffing and other costs and processes for ForLtm Central activities thfoughout 2024125 to respond to the proposed and actual redurtion in fundin8 from the ICB and to place us on a more sustainable footing for 2025126. For example. we relocated offices in late 2024125 reducing our Premises costs by 33%. Grant. making using pass-throvgh funding ha5 reduced by £51k. The tompany's total funds amounted to £931.120 at 31st March 202512024.. £871,724), an increase of £59.396. This 15 largelv attributable to the increase in Cash at bank, which increased by £86,351 to E951,838 at 31st March 202512024: £865,487), offset by a smaller decrease of E28,259 In our Debtors to £17,235 at 31 March 202512024.. £45,4941. Page 7
VOLITION-LEEDS REPORT OF THE TRUSTEES FOR THE YEAR ENDED 315T MARCH 2025 The investment policy for cash balances is to hold whatever is not requlred for short term cashflow in term or notice deposlt savings accounts. We opened a Deposit Platform Account during the year in order to maKimise returns and improve our FSCS protection. The amount of cash cafried is mainly a result of the fact that several restricted funds span more than one year. Some of the major funds carried forward intlude- West Yorkshire Unpaid Carers Programme funding of E105k for an 18 month post to support the project management of the Programme received in March 2025. Vaccine Champions fundin8 of £59,486 received in March 2025 for dellvery in 2025126, Mental Health Transformation funding for grants programmes and projects and Mental Health First Aid project- É140k. WY Power of Communitie5 funding of £124k for delivery of projects spanning more than one financial year. Leeds City Council Covid 19 Outbreak Plan funding - £30k has been carried forward to be spent on the Communities of Interest Network Development Worker post, in accordance with the funding agreemeni and wishes of the funder. Mindwell. £30k has been carrled forward in 25126 to support opÈratlonal and cashflow nÈeds for Mindwell. . A full schedule of the restricted funds that have been cariied forward are set oui In the Notes to these Accounts. Our debtor5 at the end of the prior financial year included West Yorkshire IC8 fundln8 of £30k, which wa5 awarded in March 2024 and paid Sn April 2024, for VC5É Mental Health and Neurodiver51ty work. A bolance of £282,97112024.. £250,279) 15 held in unrestricted funds. Details re¥ardinB our reserves policy are found in the section below. Reserve5 poliry The charlty takes a rlsk based approach in settln8 the level of reserves, A minirnum level (lower band) and maxlmum level lupper bandl of reserves 15 Set and reserve5 are maintained between the lower and upper band limits. This ensures that the charlty hold5 enough reserves for orderly winding up if faced with unexpected closuie, whilst also ensuring the chirity does not maintain unnecessary high surplus reserves, The lower band level1$ Set with reference to fund5 needed In order to conduct an orderly windlng up of the charlty Sn the face of unexpeeied closure. The number of months expendilure whlch is held for these purp05es 1$ 3 months of operating costs plus redundancy and other known committed expenditure and equated to £224.000 at the time of annual review in March 2025. Tht upper level includes an allowance for any additlonal Items . speciflcally £4S,000 contin8ency for unexpected cash flow on5iderat10115, £10,000 in relation to specific additional expenditure and £25,th)O to support the infrastructure and operation of Ihe charlty for the 12 month perlod to 31st March 2026. The upper band level has therefore been set at £304,000. The charity's free reserves. excluding fixed assets, at 31st March 2025 were £282,3g6 and therefore are withln our minimum and rnaximum banding levels, Our current forecast lo 31 March 2026 anticipates year end reserves will fall below the upper level of reserves defined in our policv. Plans for the Future Volition's strategic plan is reviewed and updated annually - see page 2 for an Overview of our Strategic Objectives. In terms of the Forum5 Contract with Leeds City Council, we have been informed in September 2025 of the intention to develop a joint infrastructure contract to cover both Ihis and Volunrary Aclion Leeds infrastructure work and we will, alongside LOPF, remain committed to being an effective voice for the health and cafe third sector in Leeds. Our new Mindwell paltnership with Leeds City Council is being developed and we continue t0 seek adequate funding and system vision and leadership. Page 8
VOLITIOhl-LEEDS REPORTOF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2025 STRuURE. GOVERNANCE AND MANAGEMENT Legal and administrative deta•ls The organisation is a charitable company limited by guarantee, incorporated on 3 August 20( with fegistered Company number 04046674 and registered as a chdrity on 21 May 2002, registration number 1092126. Since January 2025 our principal and registered offlce Is Sulte El. joseph's Well, Hanover Walk. LS3 IA8. The company was established under a Mefnorandum of Associatiun which e5tèbli5hed the objects ènd powers of the charitable company and is governed under its Articles of Association as amended by special resolutions on 22 January 2018 and 22 August 2019. In the event of the company being wound up members are required to contribute an amount not exceeding £1. Method of recrultment and appolntmefit ot tnstees The Trustees of the charity are also the Directors for the purposes of company law. Each member organisation can nominate a representative to stand for election but individuals become trustees in rheir own ri8ht. Members are all invited to nomlnate representatives to stand for available places at each Annual General Meetlng IAGMI at which trustees are elected. Each year one third of the trustees - the longest stondin8- ?re required to Stand down and may stand for re-election. There is a maximum limlt of 18 tTUStees and rninimum number of 5 trustees on the Board. In èddition, trustees can be co-opted for their particular knowled8e or expertise, or if there 15 a vac?ncy between AGMS. We have contlnued our partnership workin8 wlth our local infrastructure partner Voluntary Action Leeds Ihrou8h shared trustees Adrian Curt15 and Neil Frankliri. Neil resigned during the year and we are currently seeking a trustee lo replace Neil in this role. Or8anlsatlonal rtructure The Trustees moved from monthly to blmonthly meetin8s 2025. The Chair Is elected ai the first meeting followlng the AGM. Meetings cover finance, governance and settin8 of the strategy for Volitions alternating between business and policy meetings. The Finance Sub-commiltee, established in 2022, gives assurance that the board is fully sighted on the organi5alion'5 increasingly complex finances. It met at least quarterly basis in 202415 (increasing to monthly to support the management team and oversee the Strategic Review at this challenginB tlme of reduced funding). The Volltion Director, Plp Goff, Is accountable to the Chair of the Trustees, and manages the staff team. Trustee Indurtion and TrainlTr8 The 803rd keeps the skill requirements of the Trustee Body under review. Once appointed, newly elected tru5tee5 under80 an induction pro8ramme and any trainin8 requirement5 Identifled are addressed. The charlty keeps up io date with key developments and traininB is provided to trustees as reqvired. Team development and rerrultment Volition's Staff structure Diagram is on the Forum Central website,. https..l/forumcentral.org.uklabout-us/our-teaml Staff development remalned ? priority, wilh team wSde tralnlng opportunlties offered. We have a150 supported team members to pursue external qualifications that enhance both individual growth and organisation81 capacity. We welcomed our new Development Team Admin Coordinator in 202412S, 3 Vital role whSch supports the Development Teom with admin for running the various health and care nelworks and key developing project5 Wlthin Volition. Key management Yemuneration The charity's Finance Sub-commlttee convenes annually as the Remuneration Committee in order to review salary bandlngs and scale points of all employees. The charity's pay scales 3re aligned with the pay scales of the National joint Council for Local Government Services meaning salary increases are kept in line with those negotiated by the National joint Council for Local Government Service5. Volition a150 ensures benchmarking comp3rison5 usrng an external benchmarking company with local govemment experience. to review new or chènged job roles against job descriptions and compare with similar roles across the third sector to ensure payls fair and reflective of the duties cariied out by employees. Page 9
VOLITION-LEED5 REPORT OF THE TRUSTEES FOR THE YEAR ENDED31ST MARCH 2025 Risk Factors The Trustees recognise the need to undertake a rlsk assessrnent. Volition 15 an infr?5tructure organ55ation rather than a direct 5eivice provider. The risks associated with our work include strategic and reputational risks a5 well as health and safety issues related to office-based work and also the risk, common across the third sector, of loss of fLJnding. Our strategic and reputational risks are mitigated through our bimonthly board meetings when oreanisational risks are identified. These are captured in 3 formal risk document whith is reviewed reEu13rly. The Trustees ensure appropriate liaison with stakeholders, partners, commissioners and potential funders in order to secure suff icient funds to continue the work of the organisation. Report of the trustees, incorporating a strategic report, approved by order of the board of trustees, as the company directors, on 27th November 2025 and signed on the board's behalf bv: Mark Law . Trustee Pa8e 10
INDEPENDENT EXAMINER'S REPORTTO THE TRUSTEES OF VOLITION-LEEDS Independent examiner's report to the trustees of Volition-Leeds I'the Companv'l I report to the charity trustees on my examination of the account5 Of the Company for the year ended 315t March 2025. Responsibllitles and basls of report As the charity's trustees of the Company land also its director5 for the purposes of company lawl you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 I'the 2006 Act'l. Having satlsfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's account5 as carried out under Section 145 of the Charities Act 20111'the 2011 Act'l. In carrying out my examination I have followed the Directions 8iven by the Charity CornmI55lon under Sectlon 145151 Ibl of the 2011 Act. Independent examlner's statement I have completed my examination. l Confirm that no matters have come to my attention in conne¢rion with the eyamination 8lvlng me cause to believe: l. actounting records were not kept in respect of the Company as required by Section 386 of the 2C(J6 Act,. or 2. the accounts do not accord with those records,. or 3. the account5 do not comply with the accountinE iequiTements of Section 396 of the 2006 Act other than any requirement that the accounts Bive a true and fair view which is not a matter considered as part of an inLlependent examlnation,. or 4. the accounts have not been prepared in 4ccordance with the method5 an¢J principles of the Statement of Recommended Practice for accounting and reportin8 by charities lapplrcable to chaiities preparin8 their accounts in accordance with the Financial Reportlng Standard applicable in the UK and Republic of Ireland IFR5 10211. I have no concerns and h&ive come across no other matters in connection wilh the examinatlon to which attention should be drawn in this report in order lo enable a proper understandin8 of the accounts to be reached. C. Darw Christopher Darwin FCA Thomascoombs Limited Chartered Accountant5 3365 The Penta£on Century Wav Thorpe Park Leeds West Yorkshire LS15 8ZB Date.. 27th November 2025 Page 11
VOLinoN-LEEDS STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2025 2025 Total funds 2024 Total funds Unrestricted fund Restricted funds Notes INCOME ANO ENDOWMENTS FROM Charitable activitie5 Core charitable activities Grant maklng 372,001 425,181 62.893 797.182 62A93 712,030 46.132 Other irading activities Toial 420 103 EXPENDITURE ON Charitable artivities Core charitable activities Grant making 381,911 321,506 141 703,417 883.869 loial 1081600 NET INCOMEIIEXPENDITUREI 32.692 26,704 59,396 1273,958} RECONCILIATION OF FUNDS Total funds brought forward 250,279 621,445 871.7Z4 1,145,682 TOTAL FUNDS CARRIED FORWARD The note5 form part of these finantlal ststements Page 12
VOLITION-LEEOS BALANCE SHEET 31ST MARCH 2025 Z025 Total funds 2024 Total fund5 Unrestricted fund Restricted funds Note5 FIXED ASSETS Tangible assets 12 575 575 CURRENT ASSETS Debtors Cash at bank 13 17.235 17,235 951838 45,494 320.924 648,149 969,073 910,981 CREOITORS Amounts falling due within one year 14 138,5281 138,5281 140,1201 NET CURRENT ASSETS 870861 TOTAL ASSETS LESS CURRENT LIABILITIES 282.971 648,149 931,120 871,724 14ET ASSETS FUNDS Unrestrlcted funds Restrlcted funds 16 282.971 250,279 621445 TOTAL FUNDS The financial statements were appioved by the Board of Trustees and authorised lor issue on...............................................and we 518ned on Its behalf by.. A N Curtis. Trustee The note5 form part of these financial 5tstementS Page 13
VOUTION-LEEDS CASH FLOW STATEMENT FOR THE YEAR ENDED 31ST MARCH 2025 2025 2024 Notes Cash flows from operating activities Cash generated from operations Net cash provided byllused inl operating activities Cash ftows from investlng activities Purchase of tangible fixed assets Net cash provided byllused tnl investing attivlties Change In tash and cash equlvalents In the reportlng period Cash and cash equSvalents at the beilnnlng of the reportlni perlod 86.351 64,895 Cash and cash equivalents at the end of the reporting perlod The notes form part of these flnancial statements Page 14
VOUTION-LEEDS NOTES TO THE CASH FLOW sfATEMENT FOR THE YEAR ENDED 31ST MARCH 2025 RECONCIIIATION OF NET IEXPENDITUREIIINCOME TO NET CASH FLOW FROM OPERATING AcfiviTIES 2025 2024 Net {expenditurelllncome for the report4 period las per ihe St•tement of FIAancial Artlvliie51 Adjvstments for: Depreciation charge5 Loss on d15PQsal of fixed assets Decrease/lincreasel in debtors Inereaselldecreasel in crèdiiors 59.396 1273,9581 288 2,890 5,474 325,000 28.259 Net <ash provlded byllused inl operations ANALYSIS OF CHANGES IN NET FUNDS At 114/24 Cash flow At 3113125 Net (ash Cash at bank 951838 951 Total The notes form part of ihese financial statements PaEe 15
VOLITION-LEEDS NOTES TO THE FINANCIAL STATEMENT5 FOR THE YEAR ENOED 31ST MARCH 2025 ACCOUNTING POLICIES Basi5 of preparing the financSal statements The financial statements of the charitable company, which is a public benefit entity tjnder FRS 102, have been prepare(i in aCCQTdance with the Charities SORP IFRS 1021 'Accountin8 and Reporting by Charities.. Statement of Recommended Practice applicable to chaiities preparing their accounts in accordance wlth the Financial Reporting Standard appllcable in the UK and Republic of Ireland IFRS 1021 (effective l January 20191,. Financial Reporting Standard 102 'The Financlal Reporting Standard applbc3ble in the UK and Republic of Ireland, ènd the Companies Act 2006. The financibl statements have been prepared under the historical cost convention. The financial statements have been prepared on a going concern basis as the trustees believe no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and èxpenditure 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 g0Sng concern. Income All income is recognised in the Siatement of Financial Activities once the charity has entitlement ro the funds, it is probable that the income will be received, and the amount can be measured reliably. Granis and donations are only included in the SOFA when the charity has unconditional entitlement to the re50urce5. Where 8rants are related to performance and specific deliverables. they are accounted lor as the charity earn5 the rl8ht to consideration by its performance. Expenditure Liabilities are recognised a5 expenditure as soon as there is a le8al OT constructive obli8allon commlttlng the charlly to that expenditure, it is probable thai a transfer of Èconomic benefits will be reovired in settlement and the amouni of ihe obligation can be measured reliably. Expenditure is accounted for on an accruals basis and hag been elasslfied under headlngs that a8gregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been 8lloc3ted to activities on a basis consistent wlth the use of resources. Grants offered subject to Conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure. Tan8ible lixed assets Tangible fixed assets Other thèn freehold land are stated at cost less accumulated depreciation. Cost includes cost5 direttly attributable to making the asset capable of operating as intended. Individual fixed assets costlng £1,000 or more are capitali5ed al cost. Deprecration is provi¢Jed at rates calculated lo wrlte off the cost, less estimated residual value. of each assel over its useful life, as follows: Computer equipment Fixtures, flttlngs & equlpment Stralght lir Straight line 33% Tax*ion The charity is exempt from corporation tax on its charitable activities. Fund accounting Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the tfustees. Restricted funds can oiily be used for particular reslclcted purposes withln the objects of the charlty. Restrictions arise when specified by the (lonor or when funds are raised for parricular restricted purposes. Further explanation of the nature and purpose of each fund is included in ihe notes to the financlal statements. Pensions The charity operates a defined pension contribution scheme for the benefit of its employees. The costs of contributions are reco8nised in the year they are payable. Page 16 continued...
VOUTION-LEEDS NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST MARCtrI 2025 ACCOUNTING POLICIES . continued btors and credltors re¢el¥able/ 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 expendiiure. Leases Rentals payable under operating leases are chai8ed to the SOFA on a 5trai8ht line basis over the period of the lease. OTHER TRADING ACTNMES 2025 2024 Other tradlng activltles Bank Interest 33,933 15,385 48.264 1,216 INCOME FROM CHARITABIE AcfiviTIES 2025 2024 Unrestrirted Fund5 Restrl¢i*d Funds Total Funds Total Funds Grants Contracts 116,379 481,798 27 598,177 5QO,410 Grant5 received, Included In the above. are as follows: 2025 2024 Mindwell HPOC and WY Power ofcommunities Learning Disability Award5 Carers P05t Mental Health Transformatlon and Project5 Leed5 For All Vaccine Champion5 Household Support Fund Warm spacesfund COIN Leeds Sexual Health Project State of the sector 2024 and MyCal(e VCSE Mental Health Champions Pfoject ICB Engagement & Representation ICS Research Engagement Network IRENI Programme Roma HNA grants WY Fellowship 8ursary 102.262 17,LN)Q S,10 105.0(Kl 34,593 104,328 35,200 1,562 1,S(Kl 59,486 5.500 5,500 8,250 1.400 10.800 10,000 234,836 302.000 20.WO 12,070 10,000 Page 17 continued...
VOLITION-LEEDS NOTES TO THE FINANCIAL STATEMENTS- conlinued FOR THE YEAR ENDED 31ST MARCH 2025 CHARITABLE ACTIVITIES COSTS Grant funding of ctivities (see note 61 Direct Costs (see note 51 Support costs Isee note 71 Totals Core charitable activities Grant making 700,338 3.079 703.417 127 751 DIRECT COSTS OF CHARITABLE ACTIVITIES 2025 2024 Staff costs Rent, rates and utilitie5 Insurènce Telephone Equipment and materials Room hlre Travel Office and admin costs Training Relreshments Other expenses Freelance worker5 and consultants IT Costs Partner payments Difect projecl delivery Costs Depreciation Loss on sale of assets 509.218 32.839 3,677 649,724 32,764 3,548 2.772 5,077 3,646 1,570 15,984 3,871 1.420 2,383 109,655 8,071 32,756 24,593 2,890 6,532 759 14,781 6.865 1,852 10.411 54,346 10.994 32,756 23.119 288 GRANTS PAYABLE 2025 2023 Core eharitabl* artivities Grant making 1,000 Page 18 continued...
VOLITION-LEEDS NOTES TO THE FINANCIAL STATEMENTS- contlnued FOR THE YEAR ENDED 31ST MARCH 2025 GRANTS PAYA8LE- continued The total grants paid to institutions during the year was as follows-. 2025 2024 Harnessing the Power of Communities GTant programme 5 Ways to Wellbein8 Voluntary Action Leeds CMHT Roma HNA g¥ants Mental Health First Aid CVP Ethnlc Inequalities ICS Research EngaEement Network IRENI Programme Warm Spaces.. Additional Health Support Needs West Yorkshire ICB Adversity Trauma and Resilien¢e Fellowship Black Health Initiative 64,000 1,275 27,OLK) 10.854 18,997 7,500 13,500 45,548 15,CK)O 8,250 10,000 Wesi Yorkshife Power of Communities and Harnessing the Powerof Communlties 5 Ways to Wellbeing The grants made to th8se organisatlons were to meet the Leeds System Health Care Prlorlties The grant5 made to these orBanisations were to develop too15 to en8age people and communitie5 at risk of poor mental health. This grant was made to support the continuaiion of the Communliy Champion5 Programme using underspend from the LCC Covid19 Outbreak Plan fundin8 from LCC. These Brants were paid out io fund involvement and Peer support Worker roles hosted by third partv organisations for Mental Health Transformation. Communily grants for improving the health of the Roma communlty withln Leeds using funding recelved from LCC. Voluntary Actlon Leeds CHMT- Third sector Role development Roma HNA Grants MHFA . These Brants were paid out to organisations to Increase acces5 to Mental Health Fir51 Aid and related trainins across West Yorkshire. This grant was made to GIPSIL uslng underspend from the CYP Ethnic Inequalities IC8 fundlng to support the SpeakUpLeeds 81ackBoyJoy project. The grant Wa5 paid to an organisation acting on behalf of Leeds Community Anchor Network to support the REN Programme, which aimed to increase diyerslty in research participation. Grants for organisations providing Warm Spoces to make these more useable for people with Additional Health Support Needs by uslng HEPA filters to iemove viruses and allergens. 8ur5ary payment for West Yorkshire Integrated Care Board Adversity Trauma and Resilience Fellowship. Grant paid to BHI to support the delivery of the Black Men in Conference Event in June 2023 CYP Ethnlc Inequalities ICS Research Engagement Network IRENI Programme Warm Spaces.- Additional Health Support Needs West Yorkshire IC8 Adversity Trauma and Resilience Fellowship Black Health Initiative IBHII Page 19 continued...
VOUTION-LEEDS NOT£S TO THE FINANCIAL STATEMENT5- continued FOR THE YEAR ENDED 31ST MARCH 2025 SUPPORT COSTS Governance costs Core charitable activities Support costs, included in the above, are as follows: 2025 Core charitable activities 2024 Total activities Auditor's remuneration Independent Remuneration 747 NET INCOMEI{EXPENDITUREI Net Incomtllexpendlturel is stated after chargingllcredltingl: 2025 2024 Auditors. remuneration Depreciaiion- owned assets Deficit on disposal of fixed 055et5 Rent 747 2,890 5,474 288 TRUSTEES. REMUNERATION AND BENEFIT5 There were no Irusiees. remuneration or other benefits lor the year ended 31st March 2025 nor fof the year ended 31st March 2024. Trustees, expenses There were É25 of trustee5' expenses relatin& to travel feimbursement paid for the year ended 31# march 202512024.. £291. io. STAFF COSTS 2025 2024 Wages and salarles Social security tosts Other pension costs 445,748 37,189 569,868 47.461 The Charity considers its key management personnel lin addition to the Board of Trustees1 to be the director and operations manager. The total remuneration (including employer peiision contributionsl ofrhe key management peisonnel was £68.149 12024.. £97,4SOI. The operallons manager was on maternily leave in 2024. The average monthly number ol ernployees duTing the year was as follows.. 2025 2024 Staff No employee5 received emolumen15 in excess of £60,OCK). Page 20 continued...
VOUTION-LEEDS NOTES TO THE FINANCIAL STATEMENTS- contlnued FOR THE YEAR ENDED 31ST MARCH 2025 The average full time equivaler)t for the average number of employee5 is 1212024..161. ii. COMPARATIVES FOR THE STATEMENT OF FINANCIAL AcfiviTIES Unrestricted fund Restricted funds Total funds INCOME AND ENOOWMENTS FROM Charitable attivities Core charitable activities- Erants Core charitable 3Ctivities- contfact income Grant maklng 242,6QJ 255,622 211,678 2.130 46.132 454,278 257,752 46,132 Other trading artivities Total EXPENDITURE ON Charltable actlvltles Core charitable activities Grant maklng 507.934 375,935 192 231 883,869 197 731 Tgtal 513434 NEfiNCOMEIIEXPENDITUREI 34,268 1308,2261 1273,8581 RECONCILIATION OF FUNDS Total funds bfought forward 216.011 929,671 1,145,682 TOTAL FUNDS CARRIED FORWARD TANGIBLE FIXEDASSETS Fixtures Cornputer equipment Ilttin85 Totsls At 1st April 2024 Disposals 3,109 1.439 4,538 At 31st Mareh 2025 DEPRECIATION At 1st April 2024 Charge for year Eliminated on disposal 3.109 576 3,685 At 31st March 2025 NET BOOK VALUE At 31st March 2025 At 31st March 2024 PaBe 21 conlinued...
VOLITION-LEEDS NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST MARCH 2025 13. DEBTORS.. AMOUNTS FAIIING OUE WITHIN ONE YEAR 2025 2024 Debtors in the ordinary course of activities Prepayments and accrued income 8.013 30,368 14 14. CREDITORS.. AMOUNTS FALLING DUE WITHIN ONE YEAR 2025 2024 Creditors in the ordinary course of aclivities VAT Accfuals and deferred income 13,021 12.70D 14,389 11,456 15. LEASING AGREEMÉNTS Minimum lease payments under non.cancellable operating leases fall due as follows.. Z025 2024 Within one year Page 22 continued...
VOLITION-LEEDS NOTES TO THE FINANCIAL STATEMENTS- contlnued FOR THE YEAR ENDED 31ST MARCH 2025 MOVEMENT IN FUNDS Net movement in funds At 3113125 At 1/4124 Llnrestrlcted funds General fund 250.279 32,692 282.971 Restricted fvnds HPOC an'd WY Power of Communitles Mindwèll & Mindwell 2 LCC Partner%hip Board Tenfold Fund LCC Covid 19 Outbreak Plan Mental Health Collaborative CYP Ethnic Inequalities Leeds For All IIDPOI Mental Health Transformation and Prolects Community Mental Health Transformation staffing Mental Health First Aid Emerge Traijma FC Business Case OEMO prolert Winter Pressures ROMA 8rantS Sexual Health SWEMW8S Vaccine Champions Carers MH Hub Champions 264,221 29,797 (140,IX151 16411 IZ4.216 29,156 703 24,108 30.214 24.641 23,492 56.528 24,613 7,749 616 126,3J4) 17,7491 1284) 3,517 516 119,0721 97,735 ,757 38.238 2,222 27,1)09 101.252 9,273 19.166 2,ZZZ 19,272 47.262 17,737} 47,262 {382} 382 25,715 IA,000 25,715 1.007 9.180 6,276 59.486 105,000 {12.9931 9,180 6.276 59.486 105,000 TOTAL FUNDS Page 23 continued...
VOLITION-LEEOS NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST MARCH 2025 Net movement in fund5, Included In the above are as follows: IncominB resources Resources expended Movement in funds UnTestrlcted funds General fund 420,103 1387.411) 32,692 Re5trlcted funds HPOC and WY Power of Communities Mindwell & Mindwell 2 Tenfold Fund LCC Covid 19 Outbreak Plan Mental Health Collaboratlve CYP Ethnic Inequalities Leeds For All IIDPDI Mental Health Transformation and Project5 Community Mental Health Transformation stsffin8 Mental Health First Aid Trauma FC Busine55 Case DEMO prole Communitie5 Qf Interest Network ROMA erants Sexual Health SWEMW85 Vaccine Champlons Carers MH Hub Champions 29.IXIO 102,862 5,616 1169.005) {103,5031 IS.0} 126.314) 115,284) {7.7491 {5841 131,0761 160,8671 119.0721 17,7371 1140.0051 16411 616 1243141 28 17,7491 15,312 300 34,593 61.383 3,517 516 119.0721 17,7371 47,262 138ZI 47,262 13821 (1.400) 112,9931 (1,620) 112.9931 9,180 6,276 59,486 105.000 10.000 10.800 6,276 59,486 105,000 10.000 TOTAL FUNDS Pa8e 24 continued...
VOLITION-LEEDS NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST MARCH 2025 16. MOVEMENT IN FUNDS- continued Comparatives for movement in funds Net movement In funds At 3113124 At 114123 Unrestricted funds General fund 216.011 34,268 250.Z79 Restrl¢ted funds HPOC and WY Power ol Communitiès Mindwell & Mindwell 2 LCC Partnership Board Tenfold Fund LCC Covid 19 Outbreak Plan Mental Health Collaborative CYP Ethnle Inequalitie5 Leed5 For All IIOPDI Mental Health Transformation and Projects Community Mental Health Translormation staffing Mental Health First Aid 5 Ways To Wellbein8 Communltvchamp?ns Emerge Trauma Videos CMHT- Third Sector Role Development FC Business case 22123 DEMO prolett Cornmunities of Interest Network Winter Pressures Warm spaces fund Roma Grants 354.195 43,166 703 23,492 83,020 24,459 14,937 170 IIXI.9S3 7,830 87,699 1,175 24,531 2.222 71.249 5,149 27,000 23.371 478 7,307 25,715 750 {89.9741 113,3691 264,221 29,797 703 23.492 56,528 24,61a 7.749 126,4921 154 {7.188} 114 13,218) 927 149.4611. 11,2751 IZ4.5311 97.735 8,757 38.238 2,222 27,009 f44,240) 15,1491 I27,0} 123.3711 1961 17,307) 25,715 17501 14 929 671 308 2261 TOTAL FUNDS Page 25 continued...
VOIITION-LEEDS NOTES TO THE FINANCIAL STATEMENTS- contlnued FOR THE YEAR ENDED 31ST MARCH 2025 Comparative net movement in funds, included In the above are as follows-. Incoming resources Resources expended Movement in funds Unrestrlcted funds General fund 547,702 1513,4341 34,268 RestrSrted funds HPOC and WY Power of Communities Mindwell & Mindwell 2 Tenfold Fund LCC Covid 19 Outbreak Plan Mental Health Collaborative CYP Ethnic Ineqtjalities Leeds For All IIDPDI Mental Health Tr3n5formation and Projects Community Mental Health Transformation staffing Mental Health First Aid 5 Ways To Wellbeing Communlty Champions Emer8e Trauma Vlde05 CMHT - Thlrd Sector Role Development FC Busine55 case 22123 DEMO project Communities of Interest Network Wlnter Pressures Warm spaces fund ROMA Gran15 WY Fellowship Bursary 38,700 104,328 1128,6741 1117.6971 189,974} 113,3691 126,4921 {20.3461 {7,1881 11,3861 119,7801 {44.9731 {49.4611 11,2751 124.5311 126,4921 154 17,1881 114 13,2181 927 149,4611 <1,2751 124.5311 20.500 1.500 16,562 45.900 144.2401 15,1491 127,0001 123,371} 1961 17.3071 144,240) 15,1491 127,000} .123,3711 1961 (7,3071 8,250 14,200 10,000 19,IXX)I 12Th)1 iio,0001 17501 14,000 308 226 TOTAL FUNDS Page 26 continued...
VOUTION-LEEDS NOTES TO THE FINANCIAL STATEMENTS - contlnued FOR TklE YEAR ENDED 31ST MARCH 2025 MOVEMENT IN FUNDS. fontinued WY poc One-off fundinB trom ICB Iwest Yorkshire) to support Power of Communities projects including a grant-making programme and infrastructure support. Funding from Leed5 CCG toward5 the c05ts of the Harnessln8 the Power of Communities Project. Funding from ICB Ileedsl for the Mindwell project Winter Pressures funding from LCC and CCG for the Mindwell project. Funds transferred from Tenfold rin8-fenced towards improving the health and wellbeing of people with a learning difficulty/autlsm. Funding given to fund a two year post to address mental health ineoualities (Black & Minority ethnic tommunitiesl across Leeds. Fundlng wa5 to enable work to be carrSed out to understand and identlfv the potential capability and infrastrutture to strengthen collaborative working withrn the health and care third seclor organisations in Leeds. Funding frorn the ICB (Leeds) to support the community mental health transformation granls scheme in collaboration wlih Leeds Communltv Foundation. Funding to support VCSE or8ani5ations in their contribution to work focuseLI around mental health and wellbein8 for WY and Harrogate integrated Care system Funding from Public Health. LCC foi the 5 Ways to Wellbeing Small Community Grant5 scheme with a focus on the developing tools to engage people and communities at risk of poor mental health. Fundin8 from Leeds City Council to support the Community Champions project and to provide furthef capacity to Support engagement with local communities to help conned people with key Covid-19 and wider health message5 and the support available in the citv. Project funded by Leeds and York Partnership Foundation NHS Trust to scope out availability of third sector community level support in Leeds for young people aged 18-25 with complex mental health needs, create partnerships and identify gaps In service provision. Project funded by Leeds and York Partnership Found3tion NHS Trust to scope out availability of third sector community level support in Leeds for voung people aged 18-25 wlth complex mental health needs, create parinerships and identify 8aps In service provision. Fundin8 from Health Educal¢on England for the co.productlon of videos of people's experience of dealing with issues around mental health. As part of the Community Mental Health Transformation prDBramme, funding for Peer Support and Involvement Worker roles hosted by third sector organisation5, and for Volition to manage the third Sector host organisation selection process. Fundin8 from the ICB (Leeds) to enable Volition on behalf of Forum Central to continue to 5UPPOrt third sector organSsation5 $0 that the thlrd sector can maximise the added value with the Integrated Care System HPOC Mindwell Mindwell 2 Tenfold CYP Ethnlc Inequalities NHSTransformation Project MH Transformation Grants Mental Health Group Work 5 Ways to Wellbeing Community Champions Emerge Emerge Videos CMHT- Third Sector Role Development ICB EngaBemeni & Representation (Forum Central Business Casel Iicsi. colm Grant funding from Healthwatch to support an Integrated Care System mapping Pfoject. Collaborative project led by University of Leeds to understand barriers and enablers of engagement for people with mu5culoskelelal IMSKI conditions from 'under-5erved' cornmunitie5. 'Winter at Risk- Reach and Equity, funding Irom LCC for outreach support for communities experiencing health inequalities.. Funding from Voluntary action Leeds for grants to warm Spaces providers to enable them to SLlPPOrt people with additional health needs. Funding from Leed5 City Council via Leeds Older People's Forum to support the grant making process. DEMO Winter at Risk Waim Spaces Household Support Fund Page 27 continued...
VOLITION-LEEDS NOTESTO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31sr MARCH 2024 16. MOVEMENT IN FUNDS- continued MW Transformation Grants Funding from the ICB (Leeds) to Support the community mental health Iransformatlon grants scheme In collaboration with Leeds Community Foundation. A grant from Mencap Leeds for an awards ceremony foi organisations and people workin81volunleerin8 in the learning disability field in Leeds, held in June 2024. A grant from WY ICB to f(tnd an 18 month p05t whose role is to provide project management to the Acceleratin8 Reform Fund IARFI Projett Board as part of the WY Departmenl of Health and Soclal Care ARF Carers Proje. Gr3nt funding from Leeds City Council to SUPPOrt the Vaccine Community Champions project for 2025, working alon8side Voluntary Action Leeds. The fundlng includes £30,000 for grant-making as part of the Project. Grant funding from Leeds Community Healthcare to SUPPOrt the Leeds Sexual Health project. Grant funding Irorn VAL lo contribute towèids the costs of the State of the Sector 2024 reportin8 and the Mycake benchmarking database subsciiption for 2025. Funding from Leeds City Councll to work with partners to support ihe development of a co-produced trainin8 resource lor the Short Wan¥ick-Edinbuigh Mental Well-beinE Scale measurement tool, for the Use of third sector and community organisations in Leeds. Funding from Bradford District Carè NHS Foundation Trust to fund a WY VCSE Mental Health Champion for Leeds, ro work with the WY Staff Mental Health and Wellbeing Hub in 2025126 to increase its awareness, improve its accessibility and usage. Learning Disability Awards Carers Post Vaccine Champions Leeds Sexual Health Project State of the Sector 2024 Mycake SWEMW8S MH Hub Champlons Project IVCSE Mental Health Champions) 17. IIELATED PARTY DISCLOSURES During 2025 Volition paid out grants totallin8 £8,000 to Voluntary Action Leeds, a Charity which Adrian Curtis and Nell Franklin are trustees of. These 8rants were distributed by Volition on behall of West Yorkshire ICS, an unconnected or8anisation. Volition were involved in the distribution of Wafm Spaces pass throu8h fundin8 totalling £nil12024'. £8,250) on behalf of Voluntsry Action Leeds. Trustees are requiied lo declare all relevant Interests wlth which they are connected and in accordance with the policy withdraw from decisions where a conflict of interest arises. Some irvstees ¢J5e their experience in areas 3ffectln8 Volition-Leeds, but no trustee has any significant personal financial interest in transactlons with the Charity during the year. CAPITAL Volition-Leed5 is a charitable company, limited by guarantee and has no share capital. The members have agreed to contribute £1 each to the Charity's assets in the evertl of it winding up, if il assets should prove insufficient to cover its 19. TAXATION The charitable company is exempt from corporation tax on its charitable activities by virtue of Section 505 of the income and Corporotion Taxes Act 1988. Page 28