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2022-03-31-accounts

Registered number 04233275 Registered Charity number 1092587

Learning Disability England

Report and Accounts

31 March 2022

incorporating P&W Social Accountants

Learning Disability England The report of the trustees for the year ended 31st March 2022.

Introduction

The trustees, who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2022. The trustees have adopted the provisions of 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) effective 1 January 2015.

Learning Disability England's History

Learning Disability England (LDE) is a registered charity (No. 1092587) and a company limited by guarantee (No. 4233275). It has been working in its present form since June 2016.

Learning Disability England was formed through the coming together of the Housing and Support Alliance and People First England. Until June 2016, the charity currently known as Learning Disability England operated as The Housing and Support Alliance (H&SA).

Learning Disability England retained an organisational membership building on that of H&SA. In addition, Learning Disability England expanded membership for individuals, user-led or selfadvocacy or family organisations and partner companies.

Public benefit

The trustees confirm that they have complied with the duty in section 17 of the Charities Act 2011 and have referred to and taken due regard to the Charity Commission guidance on public benefit and consider the charity's activities are for the public benefit.

Learning Disability England's (LDE's) aims, and objectives are outlined in our Memorandum and Articles of Association. All our activities aim to further these aims and objectives. These are the relief of people who are disabled, handicapped (whether physically or mentally) or chronically sick people, their families, and carers in particular through the provision of advice, counselling, workshops, training, and advocacy in respect of their housing, care or support needs.

Who benefits from our work?

Our membership includes people with learning disabilities, their families and friends and paid supporters as individual members. Organisations and groups can be members too.

Benefit extends beyond our direct membership as many people can use a broad range of resources via our website, and our campaigning influences policy for everyone with learning disabilities.

By the end of March 2022, we had 770 members and a reach of approx. 11,000 people through the newsletter, social media, and our direct work. The membership includes 608 individual members and 162 organisational or small group members.

Organisation or group members themselves are connected to many thousand people so our work indirectly benefits them.

1

Objectives, aims and significant activities

Learning Disability England aims to make sure:

What is important to people with Learning Disabilities is heard and understood.

There is a change in behaviour in service design and delivery that builds on rights.

We demonstrate how coproduction and real collaboration make a difference.

We live our values and model the change we want

Learning Disability England delivers its work through 5 main activities:

  1. Informing and supporting our members.

  2. Represent member priorities to inform policy and change attitudes.

  3. Supporting good practice and finding solutions with the 3 member communities together.

  4. Campaigning and influencing on what matters to people with learning disabilities.

Membership of Learning Disability England is an opportunity:

-To be a part of the change Learning Disability England members are making together.

-To influence and inform the campaigning, influencing and key messages Learning Disability England uses in its work with partners, government or members.

All members get:

Up-to-date information, news and resources including a weekly email newsletter.

Help to be well connected and not isolated by joining a network of like-minded people and organisations.

Access to events, meetings, and conferences we run at a reduced rate or free where we can.

This includes being entered into a lottery for a free ticket to our annual conference.

A formal vote on key decisions, including Representative Body elections.

A say in what Learning Disability England does day to day.

2

Objectives, aims and significant activities continued

Groups and organisations also benefit by: Helping the organisation’s mission

By supporting work or campaigns you agree with.

By contributing to a wider benefit to your community of interest or beneficiaries.

Helping change and improve what you do

You get good information, solutions to problems and new ideas through facilitated co-production and quality and improvement tools and networks.

Everyone is challenged, based on rights and people with learning disabilities’ priorities – a conscience and some help.

Facilitated problem-solving networks or debates on issues that face people and organisations including policy and practice changes.

Our Achievements and key work 2021 - 2022

The Trustees are working with the members' Representative Body on an impact report It will be available on the charity's website www.learningdisabilityengland.org.uk.

This year the difference we could make working with people with learning disabilities and their families was significantly helped by some specific grant funding, especially from Esmee Fairbairn Foundation which supported the development of the Good Lives Framework.

Learning Disability England’s achievements include:

1. Informing and supporting our members

We help the 3 ‘voice groups’ of members get the information they need for their role and understand more about each other by sharing information on policy, research, practice development, and new ideas as well as Learning Disability England work.

One way we do this is through a weekly online newsletter.

We sent 39 regular weekly newsletters plus16 special focused ones and 7 -self-advocacy newsletters 2000 people, on average, every week get that newsletter.

We continued to develop and regularly update an inclusive Coronavirus information hub until September 2021. After that, we focused on information members told us was most important such as vaccination access, and support tools.

3

Objectives, aims and significant activities continued

We hosted 9 webinars and 5 for members only on:

People with learning disabilities, family members, researchers, support workers, trainers, and managers led or attended these online sessions.

More than 650 people attended those sessions live, and 100s have viewed the recordings since.

2. Representing members' priorities to inform policy and change attitudes

Learning Disability England acts or speaks up on what matters to members and will help achieve our shared goals.

We aim to make sure what is important to people with learning disabilities is heard and understood.

We make sure people with learning disabilities are heard first, but we create a stronger voice by everyone speaking together.

We made sure members’ voices were heard in policy consultations on

We also supported members to contribute to policy development with government departments on Covid guidance on support settings including supported living, community support and residential care.

4

Objectives, aims and significant activities continued

Access to Covid vaccinations continued to be a priority for members. Learning Disability England worked to represent members on the national policy but also help local policy and implementation.

Members fed into the Joint Committee on Human Rights review of human rights in care settings.

We also worked with members to represent others at 2 All-Party Parliamentary Groups representing members’ priorities on the integration of health and social care and social care reform.

Members contributed to the Archbishop’s inquiry on social care as well as Social Care Future inquiry ‘Whose Social Care is it anyway?’

Learning Disability England was 1 of 6 partners appointed as the Valuing People Alliance in a refreshed Voluntary, Community and Social Enterprise (VCSE) Health and wellbeing alliance programme.

The new Valuing People Alliance is working in partnership with the health and care system to share its expertise at a national level to improve services for all communities.

As the operational lead of the Valuing People Alliance, Learning Disability England supported people with learning disabilities, their families and paid supporters priorities to be included on:

- Social Care Reform

3. Supporting good practice and finding solutions with the 3 member communities together.

We aim for there to be a change in behaviour in service design and delivery that builds on rights Making sure people with learning disabilities, their families and paid supporters working together can influence policy and practice

The Good Lives Framework: Building Change Together was launched at our annual conference held online over 3 days in March.

The framework brings together people’s thoughts and ideas about what it will take for everyone with learning disabilities to be able to live their good life. It is built on human rights and a HOPE-based vision for change.

The framework has positive actions needed now as well as longer-term policy and legal changes.

5

Objectives, aims and significant activities continued

The member’s conference was 6 online sessions that explored the 6 chapters of the framework:

39 Members and partners spoke at the sessions exploring with more than 570 attendees the 'Vision for change', and 'Policy now' and shared examples of what is possible and in place at the moment.

We supported several specific pieces of work or training to help members tackle big challenges. One such challenge highlighted through the pandemic are the worse outcomes for Black Asian Minority Ethnic people with learning disabilities.

Since 2020 Learning Disability England has worked with partners, particularly the Race Equality Foundation, to understand the reasons for this and engage members in finding solutions or developing their practice to be more inclusive.

Building on this NHS England gave a grant to Learning Disability England to develop community and The Equal Treatment project is aiming to challenge racism and health inequalities. The Equal Treatment project is aiming to challenge racism and health inequalities through strengthening selfadvocacy, peer support and learning from supporters' practices and approaches.

The work includes a training programme for self-advocacy and family groups and support for health and social organisations and community groups led by minority ethnic groups.

The project has three delivery partners, Contact, Changing our Lives and Include Me Too who between them are working directly with more than 40 organisations across England.

We aim to demonstrate that co-production and real collaborative working are making a difference

We directly supported members of Learning Disability England to work together through a fortnightly peer support meeting and direct training or support.

Work with enhanced members included:

6

4. Campaigning and influencing on what matters to people with learning disabilities to help people get a good life

Learning Disability England supports campaigns led by our members and brings together members and partners to campaign on important issues together.

Following consultation with members, Learning Disability England publicized members’ concerns about the Down Syndrome Bill. The members' Representative Body presented members' views on the Bill to the politicians leading the private Members Bill, where they received assurances that

The Bill has now passed into Law, so now members are working on making sure the Down Syndrome Act guidance has the greatest advantage for the biggest group of people.

Learning Disability England members spoke up on

We supported other members' campaigns and got the wider membership involved on:

We support a group of spokespeople to represent members because Learning Disability England staff do not speak for people with learning disabilities or other members.

7

Objectives, aims and significant activities continued

5. Learning and Supporting partners through projects or research

The majority of Learning Disability England’s work is done through partnerships.

This includes being part of research projects.

Learning Disability England was the lead voluntary sector partner for England in the UK-wide Impact of Coronavirus on people with learning disabilities research PMLD Link was our partner in this work too.

We supported the research team to work with advisory groups to develop the research questions, analyse the findings, and share them with the broader community.

5 members and partners also worked on the policy briefs with the research team, help to make the findings real and to engage people, families and paid supporters.

Learning Disability England has also supported other research through advisory roles or supported members to be involved. These include

Learning Disability England has an important long-term partnership with the JMS Trust. We host a worker for the Trust and work closely with the Trustees to support the worker to promote the Trust's work on supported living and engage people with Learning Disabilities and their families in the Trust's work in supported living.

Our Partnerships on projects continued this year including

Volunteers

LDE benefits from the active participation of the 18 volunteers involved in its governance as Representative Body members or Trustees. In addition, a group of 10 - 15 people from the membership regularly volunteer to represent Learning Disability England at policy or consultation working groups, or by being spokespeople

8

Achievements and Performance

Financial Review

The Statement of Financial Activities show net incoming resources for the year of £65,405 (2021: net incoming resources £101,379). Total funds carried forward show £182,082 (2021: £116,677) of which £17,515 (2021: £Nil) are restricted. There were no incoming or outgoing resources of a capital nature.

The total and free unrestricted reserves at the year end of 31 March 2022 stand at £164,587 (2021: £116,677).

The Trustees have closely monitored financial performance and cash flow throughout the year and at every Board meeting. They have sought to diversify income streams, including successfully obtaining additional grant funding during the year.

The trustees have agreed to a policy of seeking to maintain 6 months' running costs as reserves. This is an increase from the previous level. The policy was reviewed in April 2022 and 3 months of additional reserves were maintained due to the increased uncertainty in the wider sector. At the same time, the Trustees agreed to review the reserves level at the mid-year point to ensure any additional resources are being used to further the charity’s aims.

Future Plans

Learning Disability England’s Representative Body leads the development of priorities.

In January 2022 the Representative Body worked with the Trustees to develop key objectives for the year ahead.

  1. People's Voice. That the voice of people with learning disabilities and families is getting stronger and supported by

  2. Building shared action for policy and practice for people with Learning Disabilities by developing the Good Lives Framework. That we are making progress on developing a new national Learning Disability policy/vision for the future.

  3. Growing Learning Disability England membership. That more people are joining LDE across all three of our membership 'groups' - (i) self-advocates (ii) families (iii) paid supporters.

  4. Stable Finances. That we have enough money to do the things we want and need to do.

  5. Learning Disability England is influencing and connecting people, organisations and government bodies led by people with learning disabilities themselves and their priorities.

9

Structure Governance and Management

Governing document and charity constitution

The organisation is a charitable company limited by guarantee, incorporated on 12th June 2001, amended by special resolution on 28th May 2012, and registered as a charity on 24th June 2002. The organisation changed name on 14th June 2016 (having previously been the Housing and Support Alliance).

The Company was established under a Memorandum of Association, which established the objects and powers of the charitable company, which is governed under its Articles of Association.

LDE's Articles were reviewed and revised in 2016/2017 as Learning Disability England was formed. In February 2020 the Annual General meeting agreed to a change that reduced the number of Trustees required to between 6 - 8.

Organisational structure and decision making

The charity is managed by a Board of Directors who are also Trustees. All trustees are members of the charity.

The Board of Trustees hold the overall responsibility for governing the charity but do that in consultation and partnership with the Representative Body, which is elected by the membership.

The Chief Executive reports to the Trustees of the charitable company who meet at least quarterly. The Board focuses on strategic decision-making and delegates the day-to-day management to the Chief Executive Officer.

The CEO collaborates with the Co-Chairs of the Representative Body and Chair and Co-Chairs of the Board on decisions affected by organisational policy or strategy and consultation with the wider governance group.

Building on the 2020 - 2021 Trustee and Rep Body governance programme the governance code of conduct was updated in Autumn 2021 to ensure all members are comfortable and confident in their role either as a Trustee or Rep Body member.

In March 2022 the organisation had 7 staff working equivalent hours to 5.5 full-time staff.

LDE did not have a physical office space during the year but is trying to find something suitable again in Kent for colleagues based there. Most of LDE's staff work remotely based at home and before Coronavirus travelled nationally as part of their work. In March 2020 LDE changed how it works like many other organisations. The Trustees have worked with the Representative Body and staff team to regularly review how LDE works safely to deliver our aims through 2021 and beyond. The successful delivery of 2 annual conferences and positive feedback from across all membership voice groups means the organisation is going to maintain some one line working.

10

Recruitment and appointment of new trustees

In line with our approach to democratic involvement the Representative Body lead the appointment of Trustees in 2018 on behalf of the membership. There have been no Trustee vacancies in the period. The Trustees are committed to strengthening the diversity on the Board, but did not prioritise acting on that during the year due to Covid priorities.

The Representative Body members will usually serve no more than 2 three-year terms. As the first group only started in 2017 the body agreed that 6 of the 12 places would be up for election in 2020 and the next 6 places re-elected in 2022.

In February 2022 the Representative Body started elections for 6 new members to join. The elections concluded in July 2022.

Induction and training of new trustees

Any new Trustees receive a full induction including meetings with longer-standing Trustees, and the CEO with written and electronic information shared on the organisation, the legal responsibilities and current or recent organisation plans and activities.

The general governance induction programme and processes were reviewed by members in preparation for the Representative Body elections in 2022. The updated version will be used to support all members joining the governance with specific additional elements for Trustees on their specific responsibilities and members’ representatives similarly.

Related Parties

Trustees are employed by member organisations which are documented. All trustees give their time freely and no trustee received remuneration in the year. Details of directors' expenses and related party transactions are disclosed in the notes to the accounts.

Risk management

The trustees have a risk management strategy which comprises:

The Risk Register identified a range of risks to manage including

The Risk Register identified the effect of changes in Government/LA funding priorities due to austerity and now Coronavirus changes in spending and the impact on organisational membership in particular.

The impact of the current economic and political changes is regularly reviewed by the Board to provide a robust response to ensure the long-term survival of the organisation. A key element in the management of financial risk is the regular review by trustees of the financial position.

11

Reference and Administrative Details

Registered Company number 4233275 (England and Wales)

Registered Charity number 1092587

Principal and Registered office c/o Anthony Collins Solicitors Edmund Street Birmingham B3 2ES

Trustees

Sarah Maguire (Co Chair) Deborah Neill Jan Walmsley Jodie Williams (Co chair) Paula Braynion Lisa Hopkins Liz Tilly

Key Personnel

Chief Executive - Samantha Clark

Independent examiner

R B Welch FCA Chartered Accountant P&W Social Accountants 10 Newent Road Birmingham B31 2ED

Bankers

Cater Allen Private Bank 2 Triton Square Regents Place London NW1 3AN

Solicitors

Anthony Collins 134 Edmund Street Birmingham B3 2ES

12

Statement of Trustees' Responsibilities

The trustees (who are also the directors of Learning Disability England for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company law requires the 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 those financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the 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 special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on 7th October 2022 and signed on its behalf by:

Sarah Maguire Director and Trustee

13

Independent Examiners' Report to the Trustees of

Learning Disability England

Respective responsibilities of charity trustees and examiner

The trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of Institute of Chartered Accountants in England and Wales.

Having satisfied myself that the charity is not subject to audit under company law, and is eligible for independent examination, it is my responsibility to:

Basis of independent examiner's statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention to indicate that:

R B Welch FCA Chartered Accountant P&W Social Accountants 10 Newent Road Birmingham B31 2ED

7th October 2022

14

Learning Disability England Statement of Financial Activities incorporating an Income and Expenditure Account 1 April 2021 to 31 March 2022

Current year
Unrestricted
Funds
Notes
2022
£
Income & Endowments
Donations
2
22,301
Income from charitable activities
2
146,483
Other income
2
7
Total income
168,791
Expenditure
Expenditure on charitable activities
3
120,901
Total expenditure
120,901
Net (expenditure) / income for the year
47,890
Transfers between funds
11
-
Net (expenditure) / income after transfers
47,890
47,890
Reconciliation of funds:-
Total funds brought forward
116,677
Total funds carried forward
164,567
Net movement in funds		 Current year
Restricted
Funds
2022
£
-
180,435
-
180,435
162,920
162,920
17,515
-
17,515
17,515
-
17,515		 Current year
Total Funds
2022
£
22,301
326,918
7
349,226
283,821
283,821
65,405
-
65,405
65,405
116,677
182,082

The statement of financial activities includes all gains and losses in the year.

All incoming resources and resources expended derive from continuing activities.

15

Learning Disability England Statement of Financial Activities incorporating an Income and Expenditure Account 1 April 2020 to 31 March 2021

Current year
Unrestricted
Funds
Notes
2021
£
Income & Endowments
Donations
2
6,610
Income from charitable activities
2
185,549
Other income
2
12
Total income
192,171
Expenditure
Expenditure on charitable activities
3
133,865
Total expenditure
133,865
Net (expenditure) / income for the year
58,306
Transfers between funds
11
(435)
Net (expenditure) / income after transfers
57,871
57,871
Reconciliation of funds:-
Total funds brought forward
58,806
Total funds carried forward
116,677
Net movement in funds		 Current year
Restricted
Funds
2021
£
-
224,168
-
224,168
224,603
224,603
(435)
435
-
-
-
-		 Current year
Total Funds
2021
£
6,610
409,717
12
416,339
358,468
358,468
57,871
-
57,871
57,871
58,806
116,677

The statement of financial activities includes all gains and losses in the year.

All incoming resources and resources expended derive from continuing activities.

16

Learning Disability England Registered number: 04233275 Balance Sheet as at 31 March 2022

Notes 2022 2021
£ £
Fixed assets
Tangible assets 8 1,019 -
1,019 -
Current assets
Debtors 9 80,808 81,919
Cash at bank and in hand 411,222 245,978
492,030 327,897
Creditors: amounts falling due
within one year 10 (310,967) (211,220)
Net current assets 182,082 116,677
Net Assets 182,082 116,677
The funds of the charity
Unrestricted funds 11 164,567 116,677
Restricted funds 11 17,515 -
Total funds 182,082 116,677

The Trustees are satisfied that the charitable company is entitled to exemption from the requirement to obtain an audit under section 477 of the Companies Act 2006. However, in accordance with section 145 of the Charities Act 2011, the accounts have been examined by an Independent Examiner.

The members have not required the company to obtain an audit in accordance with section 476 of the Act.

The Trustees acknowledges their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of accounts.

The accounts have been prepared and delivered in accordance with the special provisions applicable to companies subject to the small companies regime.

The accounts have been prepared in accordance with the provisions in Part 15 of the Companies Act 2006 applicable to companies subject to the small companies regime and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008).

Approved by order of the board of trustees on 7th October 2022 and signed on its behalf by:

Sarah Maguire Trustee

17

Learning Disability England Notes to the Accounts Statement of Financial Activities

1 Accounting policies

Basis of preparation

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

The reporting currency is £ Sterling.

Tangible fixed assets

Tangible fixed assets are measured at cost less accumulative depreciation and any accumulative impairment losses. Depreciation is provided on all tangible fixed assets at rates calculated to write off the cost, less estimated residual value, of each asset evenly over its expected useful life, as follows:

Plant & equipment over 4 years

Creditors

Short term creditors are measured at transaction price (which is usually the transaction price).

Grant income is deferred if it relates to specific expenditure which has not yet been incurred. This expenditure will be a condition of the grant.

Debtors

Debtors are measured at their recoverable amount at the balance sheet date.

Financial Instruments

The charity has financial assets and financial liabilities of a kind that qualify as basic financial instruments. They are recognised at transaction value and subsequently measured at their settlement value.

Income

All income is recognised in the statement of financial activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Donations are accounted for on a receivable basis.

Grants are credited to the statement of financial activities when received or receivable whichever is earlier. Where unconditional entitlement to grants receivable is dependent upon fulfilment of conditions within the Charity's control, the income is recognised when there is sufficient evidence that conditions will be met. Where there is uncertainty as to whether the Charity can meet such conditions the incoming resource is deferred.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Costs allocated to charitable activities include the direct costs of providing services and running projects.

18

Learning Disability England Notes to the Accounts Statement of Financial Activities

Pensions

Employees of the charity are entitled to join a defined contribution scheme. The pension costs represent amounts payable by the charity during the period.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund Accounting

Unrestricted general funds may be used in accordance with the charity's objects at the discretion of the trustees. Designated funds are amounts set aside by the trustees out of unrestricted general funds for specific future purposes or projects.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for a particular restricted purpose.

19

Learning Disability England Notes to the Accounts Statement of Financial Activities

2
Income
1 April 2021 to 31 March 2022
Donations
Donations
Total Donations
Charitable Activities
Advice, conferences and workshops
Membership Subscriptions
Grant Income
Total Income from Charitable Activities
Other Income
Bank Interest
Total Other Income
Total Income
Donations include a donation of £20,000 form Mrs Lathigra's will.
Prior Year Income
1 April 2020 to 31 March 2021
Donations
Donations
Total Donations
Charitable Activities
Advice, conferences and workshops
Membership Subscriptions
Grant Income
Total Income from Charitable Activities
Bank Interest
Total Other Income
Total Income		 Current year
Unrestricted
2022
£
22,301
22,301
18,633
94,650
33,200
146,483
7
7
168,791
Prior year
Unrestricted
2021
£
6,610
6,610
27,683
79,566
78,300
185,549
12
12
192,171		 Current year
Restricted
2022
£
-
-
-
-
180,435
180,435
-
-
180,435
Prior year
Restricted
2021
£
-
-
-
-
224,168
224,168
-
-
224,168		 Current year
Total Funds
2022
£
22,301
22,301
18,633
94,650
213,635
326,918
7
7
349,226
Prior year
Total Funds
2021
£
6,610
6,610
27,683
79,566
302,468
409,717
12
12
416,339

20

Learning Disability England Notes to the Accounts

Statement of Financial Activities

3 Expenditure on charitable activities

Direct expenditure (note 4)
Support expenditure (note 5)
Total
4
Direct expenditure on charitable activities
Staff costs (note 7)
Conference costs excluding room hire
Charitable donations
External project delivery and resource costs
Insurance
Marketing and advertising
Professional fees
Room hire
Direct expenditure
Due to the pandemic, the conference was held online in 2022.		 2022
£
268,800
15,021
283,821
2022
£
176,962
-
1,000
86,981
4,667
-
190
-
268,800		 2021
£
337,501
20,967
358,468
2021
£
177,640
400
-
151,695
5,130
110
2,382
144
337,501
5
Support expenditure on charitable activities
Administrative overheads
Premises expenses
Software
Telephone costs
Web & CRM development & hosting
Depreciation
Examination fee
Governance, training & review
Trustee's expenses (note 6)
Support expenditure		 2022
£
341
149
949
994
11,298
340
14,071
950
-
-
950
15,021		 2021
£
322
338
2,010
1,148
11,440
759
16,017
950
4,000
-
4,950
20,967

6 Trustees' Remuneration and Benefits

Neither the trustees nor any persons connected with them received renumeration for any for their services. Where claimed, expenses for travel and subsistence are reimbursed. The amount claimed during the period was £Nill (2021: £Nill).

21

Learning Disability England Notes to the Accounts Statement of Financial Activities

7 Staff Costs

Salary Costs
Tax and National Insurance
Pension Costs
Other Costs including Training & Welfare
Total salaries, wages and related costs
The average number of employees during the year was as follows:
Full time equivalents
No employees received emoluments in excess of £60,000.
8
Tangible fixed assets
Cost
At 1 April 2021
Additions during the year
At 31st March 2022
Depreciation
At 1 April 2021
Charge for the year
At 31st March 2022
Net book value
At 1 April 2021
At 31st March 2022
9
Debtors
Trade debtors
Total debtors
10 Creditors: amounts falling due within one year
Accruals
Deferred Income
Grant & Project Balances
Other Creditors
Total creditors
Prepayments and accrued income
Trade Creditors		 2022
£
137,980
28,656
8,805
1,521
176,962
2022
£
5.5
2022
£
80,359
449
80,808
2022
£
-
5,250
39,232
251,485
15,000
310,967		 2021
£
146,409
23,489
6,962
780
177,640
2021
£
6.5
Plant and
Equipment
£
5,168
1,359
6,527
5,168
340
5,508
-
1,019
2021
£
81,470
449
81,919
2021
£
360
1,275
53,234
154,879
1,472
211,220

22

Learning Disability England Notes to the Accounts Statement of Financial Activities

10 Creditors: amounts falling due within one year (continued)

Within grant & project balances are amounts received with preconditions attached. These amounts are released into income when the preconditions are met.

This includes restricted funds of:

SW Connections: £14,740 MMU Covid Impact research £31,421

BAME Self Advocacy NHSE (Equal Treatment): £42,800 NHSE Covid Recovery: £51,300

11 Fund Balances

At 31 March 2022, funds are analysed as follows:

At 1 April 2021
£
Restricted Funds
Esmee Fairburn
-
VCSE Health and Wellbeing Alliance
-
BAME Self Advocacy NHSE (Equal Treatment)
-
MMU Covid Impact Research
-
NHSE Covid Recovery
-
Other restricted funds
-
Total Restricted Funds
-
Unrestricted Funds
116,677
Total Charity Funds
116,677
Net movements included in the above are as follows:
Restricted funds
Esmee Fairburn
VCSE Health and Wellbeing Alliance
BAME Self Advocacy NHSE (Equal Treatment)
MMU Covid Impact Research
NHSE Covid Recovery
Other restricted funds
Unrestricted funds		 Net movement
in funds
£
17,515
-
-
-
-
-
17,515
47,890
47,890
-
Incoming
resources
£
64,215
34,250
21,000
18,870
41,100
1,000
180,435
168,791
349,226		 Transfers
between
funds
£
-
-
-
-
-
-
-
-
-
Resources
expended
£
(46,700)
(34,250)
(21,000)
(18,870)
(41,100)
(1,000)
(162,920)
(120,901)
(283,821)		 At 31
March 2022
£
17,515
-
-
-
-
-
17,515
164,567
182,082
Movement in
funds
£
17,515
-
-
-
-
-
47,890
65,405

23

Learning Disability England Notes to the Accounts Statement of Financial Activities

11 Fund Balances (continued)

At 31 March 2021, funds were analysed as follows:

Restricted Funds
Esmee Fairburn
DHSC Covid 19 Support Grant
CAF DCMS Resilience fund
RTR Trust Sharing to be Stronger
VCSE Health and Wellbeing Alliance
Other restricted funds
Total Restricted Funds
Unrestricted Funds
Total Charity Funds
Restricted funds
Esmee Fairburn
DHSC Covid 19 Support Grant
CAF DCMS Resilience fund
RTR Trust Sharing to be Stronger
VCSE Health and Wellbeing Alliance
Other restricted funds
Unrestricted funds		 At 1 April 2020
£
-
-
-
-
-
-
-
58,806
58,806		 Net movement
in funds
£
-
(435)
-
-
-
-
-
(435)
58,306
57,871
Incoming
resources
£
74,000
125,427
10,137
3,280
9,250
2,074
224,168
192,171
416,339		 Transfers
between
funds
£
-
435
-
-
-
-
435
(435)
-
Resources
expended
£
(74,000)
(125,862)
(10,137)
(3,280)
(9,250)
(2,074)
(224,603)
(133,865)
(358,468)		 At 31
March 2021
£
-
-
-
-
-
-
-
116,677
116,677
Movement in
funds
£
-
(435)
-
-
-
-
(435)
58,306
57,871

24

Learning Disability England Notes to the Accounts Statement of Financial Activities

Restricted Funds
Esmee Fairburn Grant to support some of organisational core costs, to help ensure that
the needs and wishes of learning disabled people are accurately
represented in policy and decision making at national and local level.
In addition Esme Fairburn granted LDE an unrestricted Covid
response and support grant.
DHSC Covid 19 Support Grant Grant funding to increase availability of support to people in England
during COVID-19 2020/21 through providing Information and
resources, supporting practice and operational change in response to
Covid 19, and delivering a small grants programme aimed at reducing
isolation and building resilience in local groups and their members.
CAF DCMS Resilience fund Grant to maintain the extended information hub, dissemination,
training and peer support activities for people with learning disabilities,
their families and paid supporters that Covid 19 necessitated.
RTR Trust Sharing to be Stronger Grant to Learning Disability England for the Sharing to be Stronger
Together project that brought together self advocacy groups across
England to share examples of self advocacy making a difference and
contribute to the building of a national self-advocacy movement.
VCSE Health and Wellbeing Alliance This grant which is provided by The Department of Health and Social
Care for the purpose of supporting the Health and Wellbeing
Programme through facilitating integrated working between voluntary
and statutory providers. BILD is the lead organisation on this project
and is responsible for liaising and reporting to the funders.
BAME Self Advocacy NHSE (Equal Treatment) NHS England are supporting a project because reports have told them
that people with a learning disability from minority ethnic groups do not
get equal health care. This project includes aims to empower and
support self-advocacy or family led groups to overcome barriers and
taboos in relation to speaking up about racism and its impact on
access to preventative healthcare and treatment.
MMU Covid Impact Research This grant funds a project researching how the coronavirus pandemic
has changed the lives of people with learning disabilities in the UK.
NHSE Covid Recovery Funded by NHS England, this grant funds the development of a
resource bank open for all self-advocacy groups to use. The resources
will focus on easy read material and other tools and information to
support people who may have difficulties accessing health services.
Other restricted funds Donations from Trusts are classed as restricted to the purpose as
determined by the donor.
Unrestricted funds These funds are held for the objectives of the charity, and to provide
free reserves for future activities, and, subject to charity legislation are
free from all restrictions on their use.

25

Learning Disability England Notes to the Accounts Statement of Financial Activities

12 Related Parties

Some trustees are employed by member organsations, membership subscriptions are shown below:

Organisation Membership package Trustee
Choice Support LDE Enhanced member £2,500 Sarah Maguire
SeeAbility LDE Enhanced member £2,500 Lisa Hopkins
Jan Walmsley Associates LDE Basic member £195 Jan Walmsley
Look Ahead LDE Basic member £995 Debbie Neill
Building Bridges CIC LDE Self advocacy member £25 Liz Tilly
Future Directions CIC LDE Basic member £995 Paula Braynion

13 Ultimate Controlling Party

The charity is wholly under the control of the board of Trustees.

14 Status of the Charitable Company

The charitable company is limited by guarantee and does not have share capital. The registered office is 134 C/O Anthony Collins Solicitors, Edmund Street, Birmingham, England, B3 2ES.

Its principal activities are the relief of people who are disabled, handicapped (whether physically or mentally) or chronically sick people, their families and carers in particular through the provision of advice, counselling, workshops, training, and advocacy in respect of their housing care or support needs.

The liability of members is limited but is not exceed £1 per member.

26