Company number: 4249272 Charity Number: 1092560 ## **Ivison Trust** ## Report and Financial Statements For the year ended 31 March 2025 **Ivison Trust Waverley House, Unit 10, Killingbeck Drive, Leeds LS14 6UF.** **Phone 0113 240 3040 Email info@ivisontrust.org.uk www.ivisontrust.org.uk** Ivison Trust Reference and administrative information for the year ended 31 March 2025 **Company number:** 4249272 **Charity number:** 1092560 **Registered office and operational address:** Unit 10, Waverley House, Killingbeck Drive, Leeds, LS14 6UF **Trustees:** _Trustees, who are also directors under company law, who served during the year and up to the date of this report were as follows:_ Gail Gibbons Chair of Trustees (appointed 14 April 2024) Aravinda Kosaraju Vice chair of trustees Laura Remington Treasurer Zoe Butt Secretary Paul Burnside Marlon West Nathan Mulligan Kirsty Hovnanian (appointed 14 April 2024) **Key Management Personnel:** Lindsay Dalton Chief Executive Officer **Bankers:** Leeds Building Society, Street Lane Branch, Leeds LS8 1AP CCLA Investment Management Ltd, 1 Angel Lane, London EC4R 3AB Co-op Bank, PO Box 250, Delf House, Southway, Skelmersdale WN8 6WT **Solicitors:** Wrigleys Solicitors, 19 Cookridge Street, Leeds LS2 3AG ## **Independent Examiner:** Christy Lau FCCA CTA DChA, Slade & Cooper Limited Beehive Mill, Jersey Street, Manchester M4 6JG 1 Ivison Trust Report and Financial Statements for the year ended 31 March 2025 Ivison Trust trustees present their report and the unaudited financial statements for the year ended 31 March 2025. Included within the trustees’ report is the directors’ report as required by company law. Reference and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements, the memorandum and articles of association and the Statement of Recommended Practice - Accounting and Reporting by Charities: SORP applicable to charities preparing their accounts in accordance with FRS 102. ## **Charitable Objects** The objects of the charitable company, as set out in the Memorandum and Articles of Association, are: - the relief of suffering and distress of the Beneficiaries in particular but not exclusively by facilitating the provision of support, advocacy and information and promoting their safeguarding - the advancement of public education about child sexual and criminal exploitation, including by (but not limited to) promoting the lived experience and voices of Beneficiaries to stakeholders and the wider public. In these objects “Beneficiaries” means (i) parents, families and carers of children and young people who have been, who are, or who are at risk of, child sexual and criminal exploitation and (ii) children and young people who have been, who are, or who are at risk of, child sexual and criminal exploitation. Note: The Trustees adopted the updated charitable objects on 24 September 2025. Formal approval has been confirmed by the Charity Commission, although the Commission’s public register has not yet been updated to reflect the change. Public Benefit and Strategic Approach In planning our activities for the year, the Trustees have had due regard to the Charity Commission’s guidance on public benefit. We have considered how each planned activity furthers the charitable objectives and contributes to the benefit of our service users and 2 Ivison Trust Report and Financial Statements for the year ended 31 March 2025 ## **Summary of Main Activities** ## **Support for Parents and Carers Affected by Child Exploitation** - Provided specialist one-to-one telephone support through dedicated parent support workers across England and Wales. - Delivered face-to-face support, advocacy, and advice to families in areas where Ivison Trust is commissioned as part of multi-agency safeguarding teams. - Enabled parent participation to raise awareness of child exploitation's impact on families, including hosting residential parent network events and maintaining an online Parent Forum. - Operated a volunteering programme offering emotional support and crisis assistance outside standard hours. - Delivered specialist therapeutic services for parents whose children have experienced exploitation. ## **National Training and Development Programme** - Delivered training to professionals including police, social workers, teachers, foster carers, and other frontline staff. - Facilitated community briefings and participated in school events and national conferences. - Co-created and delivered a national ‘Train the Trainer’ programme in collaboration with survivors, families, the National County Lines Coordination Centre, and Suffolk University. - Ran early-awareness webinars for non-affected parents and carers to promote prevention. ## **Policy, Research and Communications** - Expanded Ivison Trust’s digital presence including online training resources and social media outreach. - Promoted the national training programme to expand reach and engagement. - Conducted research and evaluation projects to evidence family experiences and the impact of our work. - Produced educational and awareness resources for both parents and partner organisations. - Provided media briefings and participated in interviews to amplify our message. - Contributed to consultations and reviews to inform national responses to child exploitation. ## **Public Benefit Statement** The Trustees have reviewed the charity’s aims and activities in the context of public benefit. In particular, our work addresses: - Children at risk of exploitation or abuse outside the family home. - The need for families to receive timely, informed support to safeguard their children. 3 Ivison Trust ## Report and Financial Statements for the year ended 31 March 2025 - The importance of educating professionals and the wider public about exploitation threats and family dynamics. ## **Beneficiaries of Ivison Trust’s Activities** Our work positively impacts: - Parents and carers affected by their child’s exploitation. - Children and young people subjected to sexual or criminal exploitation. - Siblings and extended family members. - Safeguarding professionals across sectors. - Policymakers involved in child protection. - Non-affected parents seeking to learn preventative measures. Outcomes and Impact - Parents: Reduced isolation, enhanced understanding of exploitation, improved resilience and emotional wellbeing. Family dynamics and safeguarding environments strengthened, leading to reduced instances of children going missing or entering care. - Exploited children and young people: Greater emotional support at home, increased likelihood of justice and reduced risk of re-victimisation. - Siblings/family members: Increased household stability and safety. - Professionals: Enhanced understanding of exploitation’s impact on families, leading to better-informed decisions in safeguarding processes. - Policymakers: Informed by lived experience, contributing to evidence-based policy development. - Non-affected parents: Increased awareness and implementation of preventive strategies. ## **Achievements and Performance: Our Work in England and Wales** - During the year, Ivison Trust continued to make significant strides in delivering support to families, raising awareness of exploitation, and helping to keep children safe. ## **Headline Figures** - **686 families** supported across England and Wales - **2465 professionals and community members** trained - **985 children** safeguarded through our interventions - **48** Parents accessed specialist counselling support - **673** Parents called the out of hours crisis line. 4 Ivison Trust Report and Financial Statements for the year ended 31 March 2025 ## **Supporting Parents and Keeping Children Safe** ## **Parent Liaison Officers** Face-to-face support, advocacy, and advice for families affected by child sexual and criminal exploitation. - **542 families** received direct 1:1 support - **768 children** safeguarded - **603 pieces of intelligence** shared with law enforcement and safeguarding partners - **188 investigations and prosecutions** supported ## **National Parent Support Service** - Specialist telephone-based advocacy and emotional support for parents affected by the exploitation of their children. - **164 parents** supported remotely across England and Wales Our services empower parents following the disempowering experience of their child being exploited, abused, trafficked, or criminalised ## **Out of hours call line** . - **673 Parents used the out of hours crisis call line** ## **Therapeutic services** - **48 Families accessed counselling through the specialist counselling service.** _"I have had 7 sessions so far and I feel reborn. I no longer feel like I have to stay in the darkness. I am lighter, happier and I feel secure that I can cope with whatever life throws at me next."_ _**Parent receiving counselling from the Ivison therapeutic support service**_ ## **Raising Awareness and Improving Practice** ## **Training Professionals** We continue to deliver comprehensive training to those on the frontline of safeguarding. - **1270 professionals** booked onto our interactive training sessions - **52 professionals** graduated from our _Level 4 Accredited Award in Child Sexual Exploitation_ - _33 professionals attended the Train the Trainer pilot during February and March._ 5 Ivison Trust ## Report and Financial Statements for the year ended 31 March 2025 ## **Campaigning and Parent Participation** ## **Parents signed up to parent participation** - On 1[st] April 2024, 57 parents signed onto parent participation (37 parents affected by CSE and 20 parents affected by CCE) and 125 parents signed up to the parent newsletter. - In March 2025, 44 parents signed onto parent participation (22 parents affected by CSE and 22 parents affected by CCE) ## **Parents signed up for the newsletter** - 1[st] April 125 parents signed up to receive the newsletter - 1[st] March 114 parents signed up to receive the newsletter ## **Consultancy** 18 parents took part in the research with Dr Sarah Lloyd and Nick Marsh re parents and partnerships ## **Training** - Parent co-facilitator supported ASCEP training in April, June 2024 and February 2025 - Parent co-facilitator supported ACE training in June and September 2024 and March 2025 - 2 parents supported webinars in April, June, July - Parent co-facilitator supported a bespoke training in June - 5 parents and a son hosted training in an Ivison Trust Lived Experience training event in London in September and a parent and daughter created a video for the event. ## **Conferences** - Parent and son spoke at North East ADCS Durham Conference in September 2024 - Five parents spoke at National County Lines conference events across the country. _“We need to communicate, learn from each other, build our knowledge and specialism and work together for the welfare of our children. If we don’t, we’re weak and criminals will exploit that. The solution is communities around children’’_ ## _**Parent facilitator on awareness webinars**_ _‘’My hope is to inspire a shift in how professionals engage with families, moving from a transactional approach to one rooted in collaboration and trust.”_ _**Parent facilitator on the training programmes.**_ 6 Ivison Trust ## Report and Financial Statements for the year ended 31 March 2025 ## **Parent Network Events** In September we ran a parent network event in London, Marshall Wace kindly donated a venue and refreshments to support parents and carers. The event was attended by parents and carers from across the country and is a unique opportunity for connection and focus on their own trauma recovery as secondary victims. ## **Parent Forum** The forum provides an important safe space for parents to receive non-judgemental support from their peers and is often used out of hours when parents are struggling most with their child missing and having no access to their social worker or youth worker. All parents supported by Ivison Trust can access the forum which is open 24/7. The forum also hosts monthly spot lights from partner agency’s to provide information and advice from different sectors. It is also invaluable for building trust and helping to challenge practice. ## _**Communications / Policy / Research**_ ## **Website** - 43,069 unique users visited the Ivison Trust website. ## **Social Media** - We have a total audience of 10,352 across all of our social media platforms. ## **E-Newsletter** - We have over 16,985subscribers to our newsletter. ## **E-Learning** - 11,070 people took our free child sexual exploitation e-learning course, which continues to be a very popular resource for professionals and an invaluable tool for raising awareness about child exploitation. - 9,683 professionals and parents have completed our free Child Criminal Exploitation e- learning which was launched in June 2022. ## _**Fundraising**_ ## **Grants** - Lottery Community Fund: 4-year grant, Nov 2023 to Nov 2026, for Head of Parent Services, Parent Participation Coordinator and Office Manager. - Albert Gubay Foundation: 3-year grant, 2022 – 2025 for national parent support service. - GSK Kings fund award: 2024-2025 for CEO post 7 Ivison Trust Report and Financial Statements for the year ended 31 March 2025 ## **Commissions** - Blackburn with Darwen Safeguarding Children Partnership: 2024 – 2025, Engage Parent Liaison Officer - Lancashire Police & Crime Commissioner: Ministry of Justice Domestic Abuse & Sexual Violence Fund, 2022 -2025. Lancashire Parent Liaison Officers East and North. - Calderdale Council: April 2024 – March 2025, Calderdale Parent Liaison Officer - Kirklees Council: April 2024 - March 2025, Kirklees Parent Liaison Officer - Wakefield Council: January 2024 - March 2025, Wakefield Parent Liaison Officer - Bradford Council: April 2024 - March 2025, Bradford Parent Liaison officer - Merseyside VRU: June 2024 - June 2025, Liverpool Parent Liaison Officer - North Yorkshire Police & Crime Commission (PCC): April 2024 - March 2025, North Yorkshire Parent Liaison Officer - West Yorkshire Police & Crime Commission: match funding with Calderdale, Kirklees, Wakefield Councils and Bradford. - National County Lines Coordination Centre: funding for Train the trainer lived experience programme. ## **Financial review** Reserves at the year-end were £274,548 comprising restricted funds of £12,160 and unrestricted funds of £262,388. Reserves policy in 2024-25 with a budgeted income and expenditure of around £900,000 the minimum reserves needed to cover 3 months running costs is £225,000 and we are within this minimum. ## **Plans for 2025–2026** ## **Working with Affected Parents** In the coming year, Ivison Trust will continue to strengthen its direct work with families, ensuring parents are supported, empowered, and heard. Our focus will include expanding reach, deepening impact, and building strategic partnerships. ## **1. National Parent Liaison Team** We will continue to deliver specialist support across England and Wales to parents and carers affected by child sexual and criminal exploitation. - **Target:** Provide one-to-one support to up to **150 families** during 2025–2026. - Families will receive advocacy, advice, emotional support, and access to peer networks and therapeutic services. 8 Ivison Trust Report and Financial Statements for the year ended 31 March 2025 ## **2. Co-located Parent Liaison Team** Our co-located model places Ivison Trust Parent Liaison Officers within local authority and police multi-agency teams to provide timely, integrated support. - We will manage and maintain existing commissioning partnerships with statutory agencies. - We aim to develop new commissioned partnerships in high-need areas, based on demand and evidence of emerging threats. - These partnerships ensure families receive face-to-face support where and when they need it most. ## **3. Campaigning and Parent Participation** We will continue to amplify the voices of parents, ensuring their lived experiences inform policy, practice, and public understanding. - Create meaningful opportunities for parents to speak at training events and conferences, engage directly with key policymakers, and participate in media and communications campaigns. - Develop and share video/audio stories and social media content led by parents to raise awareness and educate wider audiences. - Involve parents as co-researchers or contributors to research and evaluation projects that shape the national response to exploitation. ## **Training** - Deliver a menu of accredited training courses to 1,500 practitioners, and provide a range of online training webinars and e-courses. ## **Policy / Research / Communications** : Ongoing development of our digital capabilities to help grow the organisation and enable learners to pay for training, donors to give online, and manage our contacts with funders. Use all media channels to challenge myths and promote the relational safeguarding model as the best practice in tackling child exploitation. Develop and implement a corporate fundraising strategy. ## **Funding Strategy** To sustain and expand our services, Ivison Trust draws on a diverse range of income streams: - **Grants** - We secure funding from charitable trusts, government bodies, and lottery schemes to 9 Ivison Trust ## Report and Financial Statements for the year ended 31 March 2025 support our national Parent Liaison Team, drive parent participation, and fund our policy, research, and evaluation activities. - - **Commissioned Contracts** - We deliver services under contract with local authority and statutory partners across England and Wales. These contracts fund our co-located Parent Liaison Teams working within multi-agency safeguarding hubs. - **Training Income** - Revenue from our professional training programmes helps sustain the training offer and contributes to our core operational costs. - **Donations and Fundraising** We are developing a programme to grow individual giving and harness social media fundraising opportunities to support both project-specific work and unrestricted core funding. ## **Structure, governance and management** ## **Governing document and company status** - The organisation is a charitable company limited by guarantee, incorporated on 10 July 2001 and registered as a charity on 21 June 2002. - The company was established under a memorandum of association which established the objects and powers of the charitable company and is governed under its articles of association. Ivison Trust is revising the charity objects in keeping with current descriptions of child exploitation and its effect on both girls and boys. - Members of the charity guarantee to contribute an amount not exceeding £1 to the assets of the charity in the event of winding up. The total number of such guarantees at March 2025 was eight. - The trustees are members of the charity but this entitles them only to voting rights. The trustees have no beneficial interest in the charity. - All Ivison Trust trustees give their time voluntarily and receive no benefits from the charity. Any expenses reclaimed from the charity are set out in note 11 to the accounts. ## **Trustee selection methods** - Trustees are selected by virtue of their experience and knowledge of child sexual/Criminal exploitation, their experience as affected parents, and/or their understanding of the governance and management of voluntary sector organisations. - Eligibility includes legal checks for unspent convictions, bankruptcy, insolvency and other prohibitions relating to service as a trustee of a charity. - We advertise for new trustees through our own website and placement of adverts in other appropriate websites. Potential trustees are first contacted by the Chair of Trustees or CEO, complete an application, attend an interview with a minimum of 2 trustees and CEO, their references are checked, and once appointed, they are asked to sign the eligibility declaration relating to unspent convictions, bankruptcy, etc. 10 Ivison Trust Report and Financial Statements for the year ended 31 March 2025 ## _**Organisational structure**_ The Trustees administer the Charity. The CEO, Lindsay Dalton, is appointed by the Trustees to oversee the strategic and financial development of Ivison Trust and to manage and/or delegate the day-to-day operations of the Charity. ## **Risk Management** The Trustees regularly review key risks facing Ivison Trust and ensure that appropriate mitigation measures are in place. The following outlines principal risk areas identified for the reporting year, along with actions taken to manage them. ## **1. Financial Risks** **Risk:** Failure to secure grant funding **Mitigation:** - Appointment of a dedicated Funding Manager (September 2021) to work closely with the CEO on identifying, preparing, and submitting applications to both existing and new funders. - Strengthened processes to ensure timely submission of funding reports and returns. **Risk:** Inability to secure new or renewed commissioned contracts **Mitigation:** - Ongoing strategic and operational management of commissioning partnerships. - Promotion of Ivison Trust’s outcomes and value to existing and prospective partners. - Regular performance reporting to commissioners to maintain transparency and trust. **Risk:** Insufficient income from training services **Mitigation:** - Investment in digital marketing and promotional activity. - Development of a robust online training platform supporting webinars, self-guided courses, and secure online payments. **Risk:** Weaknesses in financial oversight or controls **Mitigation:** - Quarterly finance meetings involving the CEO, Treasurer, and Finance Officer. - Designation of a single senior lead with overarching responsibility for financial and fundraising functions. 11 Ivison Trust Report and Financial Statements for the year ended 31 March 2025 ## **2. Staffing Risks** **Risk:** Gaps in leadership following staff progression **Mitigation:** - Transition of the former Head of Co-located Support into a broader leadership role as Head of Parent Services. - Appointment of a Parent Liaison Coordinator to manage front-line parent support staff, ensuring continuity and supervision. - Appointment of Head of strategic partnerships. **Risk:** Staff resilience, absence, or loss of key personnel **Mitigation:** - Provision of external clinical supervision for staff wellbeing. - Regular team meetings and peer support. - Access to 24/7 HR and health and safety services via Croner. **Risk:** Insufficient staffing capacity to meet organisational objectives **Mitigation:** - Strategic workforce planning aligned with a sustainable funding strategy. - Clear prioritisation of core workstreams. - Ongoing engagement with stakeholders (parents, staff, funders, trustees, volunteers) to highlight the impact and scope of our work. ## **3. Reputational Risks** **Risk:** Damage to organisational image or public trust **Mitigation:** - Ongoing quality assurance of service delivery and staff performance monitoring. - Responsive complaint and feedback mechanisms. ## **4. Governance and Operational Risks** **Risk:** Lack of effective governance or leadership capacity **Mitigation:** - Clearly defined staff roles, supported by structured supervision and internal information sharing. - Regular board meetings and review of trustee engagement and responsibilities. 12 Ivison Trust Report and Financial Statements for the year ended 31 March 2025 ## **Risk:** Data protection breach **Mitigation:** - Staff training on GDPR and data handling. - Enforcement of Data Protection Policy, including encryption of portable data and mandatory return of notebooks upon staff departure. - Protection of training resources through copyright registration and internal access controls. **Risk:** Loss of marketing capacity or engagement reach **Mitigation:** - Annual budget allocation for marketing and communications. - Use of digital platforms, mailing lists, and social media to increase visibility. - Active involvement of parents in communication efforts and regular engagement with policy stakeholders. **Risk:** Inadequate IT infrastructure **Mitigation:** - Adoption of appropriate CRM systems for stakeholder management. - Regular backups of all data both onsite and offsite to ensure business continuity. **Risk:** Emerging competition in the sector **Mitigation:** - Maintaining Ivison Trust’s authenticity as a parent-led organisation with lived experience at the core. - Ongoing learning and development to stay relevant and impactful. - Oversight of trustee conflicts of interest and protection of intellectual property. **Risk:** Chair or board succession challenges **Mitigation:** - Periodic review of board composition and officer roles to ensure leadership continuity. 13 Ivison Trust ## Report and Financial Statements for the year ended 31 March 2025 ## **Statement of Responsibilities for Trustees** The trustees (who are also directors of Ivison Trust for the purposes of company law) are responsible for preparing Ivison Trust trustees’ annual reports and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company law requires Ivison Trust trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, Ivison Trust’s trustees are required 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 UK Accounting Standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements - Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation. Ivison Trust trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. This report has been prepared in accordance with the provisions applicable to companies’ subject to the small companies’ regime of the Companies Act 2006. Ivison Trust trustees’ annual report has been approved by Ivison Trust Trustees on 22 September - 2025 and signed on their behalf by: ....................................... Gail Gibbons (Chair of Trustees) 14 to the members of Ivison Trust ## Independent examiner’s report I report to the charity trustees on my examination of the accounts of the company for the year ended 31[st] March 2025 which are set out on pages 16 to 37. ## **Responsibilities and basis of report** As the charity trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’). Having satisfied 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 company’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act. ## **Independent examiner's statement** Since the company’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Association of Chartered Certified Accountants, which is one of the listed bodies. I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: - 1.accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or - 2.the accounts do not accord with those records; or - 3.the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination; or - 4.the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). I have no concerns and have come across no other matters in connection 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. Christy Lau FCCA CTA DChA Slade & Cooper Limited Beehive Mill, Jersey Street, Manchester M4 6JG Date: 19/12/2025 15 Ivison Trust Statement of Financial Activities (including Income and Expenditure account) for the year ended 31 March 2025 Unrestricted funds Restricted funds Total funds 2025 Total funds 2024 Note Income from: Donations and legacies 66,395 59,600 125,995 148,915 Charitable activities 646,728 646,728 607,241 Other trading activities 112,531 112,531 116,799 Investments 5,436 5,436 Total income 184,362 706,328 890,690 872.955 Expenditure on: Raising funds 9,000 9,000 Charitable activities 229,886 685,634 915,520 890,315 Total expendlture 238,886 685,634 924,520 890,315 Net income/(expenditure) for the year 10 (54,524) 20,694 (33,830) (17,360) Transfer between funds 40,783 (40,783) Net movement in funds for the year (13,741) (20,089) (33,830) (17,360) Reconciliation of funds Total funds brought forward 276,129 32,249 308,378 325, 738 Total funds carried forward 262,388 12,160 274,548 308,378 The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities. A full comparative SOFA is available on the last page of the financial statements. 16 Ivison Trust Company number 4249272 Balance sheet as at 31 March 2025 Note 2025 2024 Fixed assets Tangible assets 15 1,406 1,874 Total fixed assets 1,406 1,874 Current assets Debtors Cash at bank and in hand 16 97,702 292,036 156,444 236,268 17 Total current assets 389,738 392,712 Liabilities Creditors.. amounts falling due in less than one year 18 (116,596) (86,208) Net current assets 273,142 306,504 Net assets 274,548 308,378 The funds of the charity: Restricted income funds Unrestricted income funds Reserves fund 20 21 12,160 32,249 262,388 276,129 262,388 276,129 Total charity funds 274,548 308,378 For the year In question, the company was entitled to exemptlon from an audit under sectlon 477 of the Companies Act 2006 relating to small companies. Directors, responsibilities: The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476 of the Companies Act 2006, The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts These accounts are prepared in accordance with the special provisions of part 15 of the Companies Aet 2006 relating to small companies and in accordance with FR5102 SORP, and constitute the annual accounts required by the Cornpanies Act 2006 and are for circulation to members of the company. The notes on pages 19 to 37 form part of these accounts. Approved by the trustees on 22/0912025 and signed on their behalf by: Gail Gibbons (Chair of Trustees) 17 Ivison Trust Statement of Cash Flows for the year ending 31 March 2025 Note 2025 2024 Cash provided by/(used in) operating activities 24 50,332 (35,679) Cash flows from investing activities.. Dividends, interest, and rents from investments 5,436 Cash provided by/(used in) investing activities 5,436 Increase/{decrease) in cash and cash equivalents in the year 55,768 (35,679) Cash and cash equivalents at the beginning of the year 236,268 271,947 Cash and cash equivalents at the end of the year 292,036 236,268 18 Ivison Trust Notes to the accounts for the year ended 31 March 2025 Accounting policies The principal accounting policies adopted, judgments and key sources of estimation uncertainty in the preparation of the financial statements are as follows: a Basis of preparation The financial statements have been prepared in accordance with Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), second edition October 2019 (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006 and UK Generally Accepted Accounting Practice. Ivison Trust meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note. b Preparation of the accounts on a going concern basis The trustees consider that there are no material uncertainties about the charitable company's ability to continue as a going concern. The trustees have made no key judgments which have a significant effect on the accounts. The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amount of assets and liabilities within the next reporting period. c Income Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably. Income from government and other grants, whether 'capital' grants or 'revenue' grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliablv and is not deferred. For legacies, entitlement is taken as the earlier of the date on which either: the charity is aware that probate has been granted, the estate has been finalised and notification has been made by the executor(s) to the charity that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is only considered probable when the amount can be measured reliably and the charity has been notified of the executor's intention to make a distribution. Where legacies have been notified to the charity, or the charity is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is a treated as a contingent asset and disclosed if material. Income received in advance of a provision of a specified service is deferred until the criteria for income recognition are met. 19 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) d Donated services and facilities Donated professional services and donated facilities are recognised as income when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), general volunteer time is not recognised; refer to the trustees, annual report for more information about their contribution. On receipt, donated professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market. a corresponding amount is then recognised in expenditure in the period of receipt. e Interest receivable Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank. f Fund accounting Unrestricted funds are available to spend on activities that further any of the purposes of charity. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity's work or for specific projects being undertaken by the charity. g Expenditure and irrecoverable VAT Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings: Costs of raising funds comprise the costs of commercial trading and their associated support costs. Expenditure on charitable activities are the costs incurred to further the purposes of the charity and their associated support costs. Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred. h Allocation of support costs Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include back office costs, finance, personnel, payroll and governance costs which support the charity's programmes and activities. These costs have been allocated between cost of raising funds and expenditure on charitable activities. The bases on which support costs have been allocated are set out in note 9. 20 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) i Tangible fixed assets Individual fixed assets costing £1,000 or more are capitalised at cost and are depreciated over their estimated useful economic lives as follows: Office equipment Office fixtures and equipment 250/0 250/0 (straight line) (reducing balance) j Debtors Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due. k Cash at bank and in hand Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account. I Creditors and provisions Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due. m Financial instruments The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method. n Pensions Employees of the charity are entitled to join a defined contribution 'money purchase, scheme. The charity's contribution is restricted to the contributions disclosed in note 11. The costs of the defined contribution scheme are included within support and governance costs and allocated to the funds of the charity using the methodology set out in note 9. There were contributions of £1,366 outstanding at the year-end (2024: £8,733). 21 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) Legal status of the charity The charity is a company limited by guarantee registered in England and Wales and has no share capital. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity. The registered office address is disclosed on page l. Income from donations and legacies Current reporting period Unrestricted Restricted Total 2025 Donations The Albert Gubay Charitable Foundation The King's Fund GSK Impact Award The Eureka Charitable Trust 15,395 15,395 49,740 49,740 40,000 11,000 9,860 40,000 11,000 9,860 Total 66,395 59,600 125,995 Previous reporting period Unrestricted Restricted Total 2024 Donations The Samworth Foundation The Albert Gubay Charitable Foundation Simmons and Simmons Marshall Wace C & R Pignatelli Foundation 22,828 22,828 65,310 65,310 47,660 7,500 47,660 7,500 3,117 2,500 3,117 2,500 Total 28,445 120,470 148,915 22 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) Income from charitable activities Current reporting period Unrestricted Restricted Total 2025 Calderdale Council CCG North Yorkshire PCC Kirklees Council Blackburn with Darwen Borough Council Wakefield Council Merseyside PCC Lottery Community Fund Lancashire PCC City of Bradford MDC West Yorkshire Violence Reduction Partnership West Yorkshire Combined Authority 48,424 60,600 52,000 48,424 60,600 52,000 24,416 51,740 51,446 141,686 87,131 51,740 24,416 51,740 51,446 141,686 87,131 51,740 19,500 19,500 58,045 58,045 Total 646,728 646,728 Previous reporting period Unrestricted Restricted Total 2024 Calderdale Council CCG North Yorkshire PCC Kirklees Council Blackburn with Darwen Sorough Council Wakefield Council Merseyside PCC Lottery Community Fund Lancashire PCC City of Bradford MDC West Yorkshire Violence Reduction Partnership West Yorkshire Combined Authority University of Sheffield 45,824 60,600 51,684 45,824 60,600 51,684 30,520 53,884 41,654 132,156 87,131 38,763 30,520 53,884 41,654 132,156 87,131 38, 763 42,525 42,525 17,500 17,500 5,000 5,000 Total 5,000 602,241 607,241 23 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) Income from other trading activities 2025 2024 Course fees Conferences Parent Webinars 67,319 5,013 40,199 115,850 949 112,531 116,799 All income from other trading activities is unrestricted. Investment income 2025 2024 Income from bank deposits 5,436 5,436 All of the charity's investment income arises from money held in interest bearing deposit accounts. All investment income is unrestricted. Cost of raising funds 2025 2024 Staff costs (see note 11) 9,000 9,000 All expenditure on cost of raising funds is unrestricted. 24 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) Analysis of expenditure on charitable activities Total 2025 Total 2024 staff costs Recruitment, training, supervision Travel and subsistence Training provision costs Parent network days and peer support Volunteers Premises Printinq Office overheads Professional fees Depreciation Marketing and publicity Governance and support costs (see note 9) 720,273 9,608 34,485 34,843 696 1,906 48,926 873 30,593 11,496 468 155 21,198 674,120 17,366 28,965 31,992 11,944 278 34,878 147 31,403 17,923 625 16,830 23,844 915,520 890,315 2025 2024 Restricted expenditure Unrestricted expenditure 685,634 229,886 684,976 205,339 915,520 890,315 25 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) Analysis of governance and support costs Current reporting period Basis of apportionment Support Governance Total 2025 Trustee's expenses Trustee's training Independent examination Accountancy services Legal and professional Governance Governance Governance Support Governance 40 340 2,280 40 340 2,280 13,186 5,352 13,186 5,352 18,538 2,660 21,198 Allocated as follows: Charitable activities 18,538 2,660 21,198 18,538 2,660 21,198 Previous reporting period Basis of apportionment Support Governance Total 2024 Independent examination Accountancy services Legal and professional Governance Support Governance 1,542 1,542 13,722 8,580 13,722 8, 580 22,302 1,542 23,844 Allocated as follows.. Charitable activities 22,302 1,542 23,844 22,302 1,542 23,844 26 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 10 Net income/(expenditure) for the year This is stated after charging/{crediting): 2025 2024 Depreciation Operating lease rentals: Property Independent examiner's fee 468 625 27,019 1,900 20,139 1,810 i i staff costs staff costs during the year were as follows.. 2025 2024 Wages and salaries Social security costs Pension costs 631,582 47,031 50,660 587,953 41,726 44,441 729,273 674,120 Allocated as follows: Cost of raising funds Charitable activities 9,000 720,273 674,120 729,273 674,120 No employees has employee benefits in excess of £60,000 (2024: Nil). The average number of staff employed during the period was 25 (2024: 28). The average full time equivalent number of staff employed during the period was 17 (2024.. 20). The key management personnel of the charity comprise the trustees and the Chief Executive Officer. The total employee benefits of the key management personnel of the charity were £63,971 (2024: £61,630). 27 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 12 Trustee remuneration and expenses, and related party transactions Neither the trustees nor any persons connected with them received any remuneration or reimbursed expenses during the year (2024: Nil). No (2024: no) trustees received travel and subsistence expenses during the year. There are no donations from related parties which are outside the normal course of business and no restricted donations from related parties. No trustee or other person related to the charity had any personal interest in any contract or transaction entered into by the charity, including guarantees, during the year (2024: nil). 13 Government grants The government grants recognised in the accounts were as follows.. 2025 2024 North Yorkshire PCC Calderdale Council CCG Kirklees Council Blackburn with Darwen Borough Council Wakefield Council Merseyside PCC Lancashire PCC City of Bradford MDC West Yorkshire PCC West Yorkshire Combined Authority 60,600 48,424 52,000 24,416 51,740 51,446 87,131 51,740 60,600 45,824 51,684 30,520 53,884 41,654 87,131 38, 763 - i i 19,500 58,045 42,525 17,500 505,042 470,085 14 Corporation tax The charity is exempt from tax on income and gains falling within Chapter 3 of Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the charity. 28 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 15 Fixed assets: tangible assets Office equipment Cost At l April 2024 Additions 36,722 At 31 March 2025 36,722 Depreciation At l April 2024 Charge for the year 34,848 468 At 31 March 2025 35,316 Net book value At 31 March 2025 1,406 At 31 March 2024 1,874 16 Debtors 2025 2024 Grants & contracts receivable Prepayments 93,289 4,413 149,373 7,071 97,702 156,444 17 Cash at bank and in hand 2025 2024 Cash at bank and on hand 292,036 236,268 292,036 236,268 29 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 18 Creditors: amounts falling due within one year 2025 2024 Accruals Pension contributions Deferred training income Deferred income Taxation and social security costs 7,611 1,366 18,695 76,098 12,826 9,319 8, 733 16,099 40,000 12,057 116,596 86,208 19 Deferred income 2025 2024 The King's Fund Deferred grant brought forward Received in the year Released to income from charitable activities 40,000 40,000 (40,000) Garfield Weston Deferred grant brought forward Received in the year Released to income from charitable activities 30,000 The Albert Gubay Charitable Foundation Deferred grant brought forward Received in the year Released to income from charitable activities 46,098 Simmons and Simmons Deferred grant brought forward Received in the year Released to income from charitable activities 7,500 (7, 500) Deferred grant carried forward 76,098 40,000 30 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 20 Analysis of movements in restricted funds Balance at l April 2024 Balance at 31 March 2025 Income Expenditure Transfers National Parent Support Lancashire PLO Calderdale PLO North Yorkshire PLO Kirklees PLO Wakefield PLO Communications and fundraising Liverpool Parent Liaison Officer Bradford Parent Liaison Officer West Yorkshire VRU 28,084 191,426 121,047 41,424 (207,350) (116,582) (37,272) 12,160 (4,465) (4,152) 55,600 46,000 45,740 (60,271) (43,872) (40,398) 4,671 (2,128) (5,342) 36,360 (43,895) 7,535 4,165 46,446 (44,699) (5,912) 44,740 (35,512) (9,228) 77,545 (55,783) (21,762) Total 32,249 706,328 (685,634) (40,783) 12,160 31 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 20 Analysis of movements in restricted funds (cont.) Previous reporting Balance at period l April 2023 Balance at 31 March 2024 Income Expenditure Transfers Chief Executive Officer National Parent SuDDOrt Lancashire PLO Calderdale PLO North Yorkshire PLO Kirklees PLO Wakefield PLO Communications and fundraisino Liverpool Parent Liaison Officer Bradford Parent Liaison Officer West Yorkshire VRU 65,310 (63, 996) (1,314) 29,326 187,316 117,651 38,824 53,600 44,684 46,884 (188,558) (99, 758) (32,216) (52,019) (41,052) (38,351) 28,084 (17,893) (6,608) (1,581) (3, 632) (8, 533) 40,500 (65,035) 24,535 8,031 36,154 (42, 907) 2,887 4,165 31,763 60,025 (29,863) (31,221) (1,900) (28, 804) Total 37,357 722, 711 (684, 976) (42,843) 32,249 32 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 20 Analysis of movements in restricted funds (cont.) Name of restricted fund Description, nature and purposes of the fund National Parent Support Funding from Albert Gubay Foundation and Lottery Community Fund for Head of National Parent Support Team, Parent Participation Coordinator, Office Manager and National Parent Support Workers Lancashire Parent Liaison Officer Funding from Lancashire PCC Moj SV & DA Fund and Blackburn with Darwen Borough Council for the Lancashire Parent Liaison Officer Calderdale Parent Liaison Officer Funding from Calderdale Council for a Parent Liaison Officer North Yorkshire Funding from North Yorkshire PCC - Moj SV & DA Fund for a Parent Liaison Parent Liaison Officer Officer Kirklees Parent Liaison Officer Wakefield Parent Liaison Officer Funding from Kirklees Council for a Parent Liaison Officer Funding from Wakefield Council for a Parent Liaison Officer Communications and Funding from The Eureka Charitable Trust and internal accounting transfers Fundraising from local authority commissions with Calderdale, North Yorkshire, Kirklees, Wakefield, Liverpool and Bradford Funding from Merseyside PCC - VRU Fund for a Parent Liaison Officer Liverpool Parent Liaison Officer Bradford Parent Liaison Officer Funding from Bradford Council for a Parent Liaison Officer West Yorkshire VRU Funding the volunteer programme and therapeutic service within West Yorkshire Funding from Samworth Foundation (2024) for the Chief Executive Officer post In respect of reallocation of costs and overspends/underspends on projects. Chief Executive Officer Transfers 33 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 21 Analysis of movement in unrestricted funds Balance at l April 2024 Asat31 March 2025 Income Expenditure Transfers General fund 276,129 184,362 (238,886) 40,783 262,388 276,129 184,362 (238,886) 40,783 262,388 Previous reporting Balance period at l April 2023 Asat31 March 2024 Income Expenditure Transfers General fund 288,381 150,244 (205,339) 42,843 276,129 288,381 150,244 (205,339) 42,843 276,129 Unrestricted fund Description, nature and purposes of the fund General fund The free reserves after allowing for all designated funds 34 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 22 Analysis of net assets between funds General fund Designated funds Restricted funds Total 2025 Tangible fixed assets Net current assets/( lia bilities) 1,406 260,982 1,406 273,142 12,160 Total 262,388 12,160 274,548 Previous reporting period General fund Designated funds Restricted funds Total 2024 Tangible fixed assets Net current assets/(liabilities) 1,874 274,255 1,874 306,504 32,249 Total 276,129 32,249 308,378 23 Operating lease commitments The charity's total future minimum lease payments under non-cancellable operating leases is as follows for each of the following periods: Property 2025 2024 Less than one year One to five years 21,000 42,000 15,900 63,000 15,900 35 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 24 Reconciliation of net movement in funds to net cash flow from operating activities 2025 2024 Net income/(expenditure) for the year Adjustments for: Depreciation charge Dividends, interest and rents from investments Decrease/(increase) in debtors Increase/(decrease) in creditors (33,830) (17,360) 468 (5,436) 58,742 30,388 625 (50,918) 31,974 Net cash provided by/(used in) operating 50,332 (35, 679) 36 Ivison Trust Notes to the accounts for the year ended 31 March 2025 (continued) 25 Prior year Statement of Financial Activities (including Income and Expenditure account) Unrestricted funds Restricted funds Total funds 2024 Total funds 2023 Note Income from: Donations and legacies 28,445 120,470 148,915 166,336 Charitable activities 5,000 602,241 607,241 509,834 Other trading activities 116,799 116,799 176,243 Investments 491 Total income 150,244 722,711 872,955 852,904 Expenditure on: Raising funds 59,500 Charitable activities 205,339 684,976 890,315 775,899 Total expenditure 205,339 684,976 890,315 835,399 Net income/{expenditure) for the year 10 (55,095) 37,735 {17,360) 17,505 Transfer between funds 42,843 (42,843) Net movement in funds for the year (12,252) (5,108) (17,360) 17,505 Reconciliation of funds Total funds brought forward 288,381 37,357 325,738 308,233 Total funds carried forward 276,129 32,249 308,378 325,738 The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities. 37