Brighter Livin8 Partnershlp Charity No. 1101722 Company No. 03973156 Trustses, Report and Unaudlted Accounts 31 March 2025 •AEIIOHE8' 231121202S COMPANIES HOUSE
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Brlghter Llv5nE Partnershlp Contents Pages 2to5 Trustees, Annual Report Independent Examlner's Report Statement of Ftnancial Activities Balance Sheet Notes to the Accounts 9t016 Page I
Brighter Livln8 Partnership Trustees Annual Report We are pleased to present the Trustees, Report and Unaudited Financial Statements for the year ending 31 March 2025. This report reflerts the work, challenges, and achievements of Brighter Livin8 Partnership over the past year. These financial statements have been prepared in line with our governing documents and statutory obli8ations, including the Charities Act 2011, Companies Act 2006, and the Charities SORP {FRS 1021. In aiming to present a true and falr vlew, the accounts have followed the updated SORP guidance instead of the earlier version referenced in the 2008 Regulations. REFERENCE AND ADMINISTRATIVE DEfAILS Company No. 03973156 Charity No. 1101722 Prlndpal Office Southport Community Centre 99 Norwood Road Southport PR8 6HQ Reglstered Office Southport Community Centre Norwood Road Southport Merseyside PR8 6HQ Dirertors and Trustees The Directors of the charitable company are Its Trustees for the purposes of charlty law. The following Directors and Trustees served durin8 the year: N.E. Bellamy S.M. Jankowskl R. Jones A.J. Kitchen S. Nin8 M. Ollivier R.J. Owens IResiEned l November 2024) Accountants Sefton Council for Voluntary Service Burlington House Crosby Road North Waterloo Liverpool L22 OLG Page 2
Brlghter Llvlng Partnershlp Trustees Annual Report Bankers Co-operative Bank l Balloon Street Manchester M604EP OBJECTIVES AND ACTIVITIES Brighter Living Partnership exists to promote and protect the health and wellbein8 of people livlng across Sefton. Our work is centred around community-led initiatives that empower individuals, reduce health inequalities, and promote social inclusion. Our core strategic objectives are to: al Reduce health InequalStles bl Promote soclal inclusion c) Improve quallty of lrfe dl Influence the wlder determlnants of health el Support skill development and volunteering fj Act as a hub for health and lifestyle information All our activities are planned wlth publlc benefit in mind and all8n wlth the Charity Commission's Buldance. Changes In Challenges Leadershlp and Structure Thls year brought important changes to our leadershlp team. In April 2024, we welcomed Darren Holloran as our new Manager. With a strong track record in the voluntary and charity sector, Darren has brought fresh ener8y and strategic direction to the organisation. Nikki Williams was also promoted to Personalised Care Lead, strengthening our management Capacity-particular in relation to our NHS partnerships. Fundlnz and Stabillty The re-procurement of the LSvlng Well Sefton Publlc Health contract In Autumn 2023 caused some understandable concern among staff. We are happy to report that the Sefton CVS Consortium, of which we are a member, was successful. We have now completed the first year of this three-year agreement and are Seeing both staff stability and excellent community outcomes. In contrast, the Social Prescribing contract remains a rolling one-year arrangement, contributin8 to some team uncertalnty. Nonetheless, we experienced strong results, growing referral numbers and minlmal staff turnover thanks in part to Public Health's continued support. Our partnership with the Steve Morgan Foundation also remains strong. Their funding for our Volunteer Development post vital to the Shoppin8 and Befriending service-enters its third and final year In 2025, and we're artively seeking further support to continue thls essentlal work. Page 3
Brighter Llvlng Partnershlp Trustees Annual Report ACHIEVEMENTS ANO PERFORMANCE Shoppln& Befrlendin8 and Volunteer Servlces Originally born out of the pandemic, our shopping and telephone befriending services have continued to thrive. This year, over 60 local people received regular support. Volunteers delivered emergency shopping, helped cllents transition to online shoppin& and offered meaningful conversations to reduce isolatlon. We're immensely grateful to the Steve Morgan Foundation and P.H. Holt Foundation for enabling this support. Thanks to their funding, we worked alongside more than 40 volunteers this year-true communty champions. Living Well Sefton As a key delivery partner, our focus this year was on obesity, mentsl health, and community resilience. The on8oln8 COSt.of-livin8 crlsls has Impacted many of our residents, especially their mental health. In response, we expanded our Think Differentlyi Cope Differently courses and extended our warm space into welcoming hub for social contact and support. Over 300 Individuals en8aged with our mentors throu8h Universal Consultatlons, focuslng on loneliness, diet, exerclse, and resillence. We also chaired slx Nei8hbourhood Community Partners meetlngs, supporting collaboration across groups such as Compassion Acts, Parenting 2000, Home Start, and more. A £2.100 grant allowed us to launch Tal Chi sessions to support soclal incluslon and fall prevention, benefitin8 many older resldents. High Park Project Thou8h the project formally ended in March 2024, we continue to support many of the activities it helped create. Groups such as Charlie's Way, Garden Group, Craft Group, and Brl8hter Connections remaln active at our Community Centre. Additionally• we continue to work alongside the Friends of HIBh Park Green Spaces IFOHPGS) In delNering events like Love Your Park Days and the annual Christmas Lights. Prlmary Care (NHS) Funded Roles Soclal Prescrlblnz Llnk Workers Our team received 1,370 referrals this year-up 6.1% from last year. We supported people through issues ran8in8 from mental health to bereavement, housln8, and access to community groups. A newly established Social Prescribin8 Care Coordinator now acts as our triage point, streamlining referrals and improvin8 client experiences. Health and Wellbelng Coach Based at St Marks Surgery, this role supports individuals in making positive lifestyle changes, from improving sleep and diet to better managin8 Stres5. The Coach launched a new and very well-received menopause support Eroup, and referral pathways are expandlng across the practice. Other Grants This year, we successfully secured several grants that allowed us to extend or diversrfy our services: Sefton CVS: £2,000 - Extended our Warm Space Police Foundation: £1,800- Supported the Men's Group • Duchy of Lancaster: £2,100- Funded Men's Shed and Men's Group activities • Sefton CVS: £2.100- Enabled Tai Chi classes Page 4
Brighter Livlng Partnership Trustees Annual Report Sefton Q4S: £3.000 - Delivered community blood pressure checks Sefton CVS: £950- Contlnued Brighter Connections support • Various funders: £13,350- Supported cornmunity activities, cohesK)n events and Mlndful Art sessions planned for Spring 2025 FINANCIAL REVIEW The Trustees maintain a Contingency Fund to ensure we can meet staff obligations and continue operations for at least a year with a part-time coordinator. Current reserves are considered sufficient. We'd like to express our heartfelt thanks to all staff and volunteers who've gone above and beyond this year. Your hard work has truly made a difference in people's live5. As Chair, I'd also like to thank my fellow Trustees for their guidance, commitment, and teamwork. STRUCTURE. GOVERNANCE AND MANAGEMENT Brighter Livlng Partnership is a registered charity and a company limited by 8uarantee. It Is governed by its Memorandum and Articles of Association {dated 17 November 1999). Trustees are elected annually at the AGM. One-third retire by rotation each year but may stand for re-election. In 2024125, the Board met formally fve times, including one strate8ic away day with senior staff. Meetin8S were held in person at our Cornmunity Centre. A new organisational strategy, co-produced by Trustees and staff (with special thanks to Twstee Suzy Nin8}, is set for approval at ourjune 202S board meetin8. In between meetings, Trustees remaSned actively Involved vla email and other correspondence, providing invaluable support on governance, finance, and safe8uarding matters. Thank you for your contlnued support and Interest In 8rl8hter Llvln8 Partnershlp. To8ether, we're makln8 a real and lasting difference In Sefton. The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial 5tatementS comply with the Companles Act 2006. The Trustees are also responsible for safeguarding the assets of the charity and hence takin8 reasonable steps for the prevention and detection of fraud and other irre8ularities. The above report has been prepared In accordance wfth the provisions applicable to companies subject to the small companies re8ime as set out in Part 15 of the Companies Act 2006 and in accordance with the Charities SORP (FRS 102). Signed on behalf of the board N.E. Bellamy Trustee 08 December 2025 Page 5
Brlghter Livlng Partnership Independent Examlners Report Independent Examiner's Report to the trustees of Brighter Livlng Partnershlp I report to the charlty trustees on my examination of the fsnancial statements of Brighter living Partnership for the year ended 31 March 2025 which comprise the Statement of Financial Activities, the Summary Income and Expenditure Account. the Balance Sheet and the related notes. Responsibllitles and basls of report As the trustees of the charity land also Its dlrectors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Art 2006 ('the 2006 Act,). Having satisfied myself that the financial statements of the charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of rny examination of your charity's financial statements as carried out under section 145 of the Charities Act 2011 ('the 2011 Act,). In carrying out my examinatlon I have followed the Dlrertions 8iven by the Charity Commisslon under Section 145(5)(bl of the 2011 Act, Independent examlner's statement As the charity's gross income exceeded £250,000 your examiner must be a member of a body Ilsted In section 145 of the 2011 Act. I confirm that l am qualified to undertake the examination because l am member of Chartered Accountant. I have completed my examination. I can confirm that no material matters have come to my attention in connection with the examination 8ivin8 me cause to believe that: • accounting records were not kept In accordance with sectlon 386 of the 2006 Act . or the financial statements do not accord with those records; or the financial statements do not comply with the accountin8 requirements under section 396 of the 2006 Act other than any requlrement that the financial statements 8ive a 'true and fair, view whlch Is not a matter considered as part of an independent examination; or • the financial statements have not been prepared in accordance with the Charities SORP {FRS 102). I have no concerns and have come across no other matters in connection with the exarnination to which attention should be drawn In this report In order to enable a proper understandSn8 of the financlal statements to be reached. lan Wri8ht Chartered Accountant Sefton Council for Voluntary Service Burlington House Crosby Road North Waterloo Liverpool L22 OLG 08 December 2025 Page 6
Brl8hter Llvln8 Partnershlp Statement of Flnancial Artivities for the year ended 31 March 2025 Unrestrirted funds 2025 Restrlcted lunds Total funds Total fvnds 2025 2025 2024 Notes Income and endowments from: Oonations and legacies Charitable activities 21,385 32,730 493,362 514,747 32,730 479,884 32,307 Total 54,115 493,362 547,477 512.191 Expendlture on: Charitable activities 54,012 491,216 545,228 525,488 Total 54,012 491,216 545,228 525,488 Net gains on investments Net income/(expenditure) Transfers between funds 103 2,146 2,249 113,297> Net Incomellexpendlture) before other galnslllosses) 103 2,146 2,249 113,2971 Other Ealns and losses Net movement In lunds 103 2,146 2,249 113,297) Reconcillatlon of funds: Total funds brought forward 85,283 56,684 141,967 155,264 Total funds carrled forward 85,386 58,830 144,216 141,967 Page 7
Brighter Uvln8 Partnership Balance Sheet at 31 March 2025 Company No. 03973156 Notes 2025 2024 Fixed assets Tangible assets Current assets Debtors Cash at bank and in hand 41.771 231,135 272,906 1128,6901 144,216 36,158 215,799 251,957 1109,990) 141,967 Credltors: Amount falling due within one year Net current assets io Total assets less current liabilities 144,216 141,967 Net assets excludlng penslon asset or Ilability 144,216 141,967 Total net assets 144,216 141,967 The funds of the charlty Restrlcted funds Restricted Sncome funds li 58,830 58,830 56,684 56,684 Unrestflcted funds General funds Desi8nated funds li .35,386 50,000 35,283 so,000 85,386 85,283 Reserve5 li Total funds 144,216 141,967 These accounts have been prepared in accordance with the special provisions of Part 15 of the Cornpanies Act 2006 relatin8 to small companies. For the year ended 31 March 2025 the company was entltled to exemption under sectlon 477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006. The directors acknowledge thelr responslbilities for complying with the requirements of the Companles Act 2006 with respect to accounting records and the preparation of accounts. Approved by the board on 08 December 2025 And signed on its behalf by: NIBd Sgudwy N.E. Bellamy Trustee 08 December 2025 Page 8
Brl8hter Llvln8 Partnershlp Notes to the Accounts for the year ended 31 Marth 2025 l Accountln8 policies Basis of preparation The financial statements have been prepared in accordance with the charity's governing document, the Companies Act 2006, FRS 102"The Financial Reporting Standard applicable in the UK and Republic of Ireland" ("FRS 102") and the Charltles SORP"Accounting and Reporting by Charitie5: Statement of Recommended Practice applicable to charitles preparing their accounts in accordance with the Financial Reporting Stsndard applicable in the UK and Republic of Ireland IFRS 102)" (effective l January 2019). The charity meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwlse stated in the relevant accountin8 policy note. The functional currenry used is the £ Sterling. Preparation of the accounts on a golng concern bas15 At the time of approving the accounts, the trustees, have a reasonable expectation that the Charlty has adequate resources to continue in operational existence for the forseeable future, As such these accounts have been prepared under the 80ing concern basis. Change In basis of accountlng or to prevlous accounts There has been no change to the accounting policies (valuation rules and method of accounting) slnce last year and no changes have been made to accounts for prevlous years. Fund accountln8 Unrestricted funds These are available for use at the discretion of the trustees in furtherance of the general objects of the charity. These are unrestrlcted funds earmarked by the trustees for partlcular purpose5. These are unrestricted funds which include a revaluation reserve representin8 the restatement of investment assets at their market values. These are available for use subject to restrictions imposed by the donor or through terms of an appeal. Designated funds Revaluation funds Restricted funds Page 9
Brlghter Living Partnership Notes to the Accounts Income Recognition of income Income is included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to, and virtually certain to receive, the income and the amount of the income can be measured with sufficient reliability. Income with related Where Income has related expenditure the income and related expenditure Is expenditure reported gross in the SOFA. Donations and legacies Voluntary Income received by way of 8rants, donations and gifts is included In the the SOFA when receivable and only when the Charity has unconditional entitlement to the income. Tax reclaims on Income from tax reclaims is included in the SOFA at the sarne time as the donatSons and 81ft5 giftldonation to which it relates. Donated services These are only included in income (with an equivalent amount in expenditure) and facilities where the benefit to the Charity is reasonably quantifiable, measurable and materlal. Volunteer help The value of any volunteer help received is not included in the accounts. Investment income Th•s Is included in the accounts when receivable. Gains/llosses) on This Sncludes any galn or loss resultin8 from revalulng Investments to rnarket value revaluation of fixed at the end of the year. assets Gains/(losses) on Investment assets This includes any galn or loss on the sale of investments. Expendlture Reco8nltion of expendlture Expenditure is reco8nised on an accruals basis. Expenditure includes any VAT which cannot be fully recovered, and Ss reported as part of the expenditure to which It relates. Expenditure on These comprise the costs associated with attracting voluntary income, fundraisin8 raisln8 funds trading Costs and Investment mana8ement costs. Expenditure on These comprise the costs incurred by the Charity in the delivery of its activities and charitable artivities services in the furtherance of its objects, including the making of grants and governance costs. All 8rant expendlture Is accounted for on an actual paid basis plus an accrual for grants that have been approved by the trustees at the end of the year but not yet paid. These include those costs associated with meeting the constitutional and statutory requirements of the Charity, including any audit/independent examination fees, cost5 linked to the strateg¢c management of the Charity, together with a share of other administration costs. Other expendlture These are support Costs not allocated to a particular activity. Grants payable Governance costs Taxatlon The charity is exempt from corporation tax on its charitable activities. Page 10
Brlghter Llvlng Partnershlp Notes to the Accounts Tan8ible fixed assets and depreclation Depreciation is provided at the following annual fates in order to write off each asset over its estimated useful life: Motor Vehicles 25% Reducing balance The motor vehicle is fully depreciated so there is no depreciation charge forthe year. Trade and other 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. Cash and cash equivalents Cash and cash equivalents comprise cash at bank and on hand, demand deposits with banks and other short-term highly liquid investments with original maturities of three months or less and bank overdrafts. In the statement of financial position, bank overdrafts are shown within borrowings or current liabilities. In the Statement of Cash Flows. cash and cash equivalents are shown npt of bank overdrafts that are repayable on demand and form an integral part of the company's cash mana8ement. Trade and other cred5tors Short term creditors are measured at the transaction prlce. Other creditors and provlsions are recogni5ed where the charity has a present obligation resulting from a past event that will probably result in the transfer ol funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally reco8nised at thelr settlement amount after allowing for any trade discounts due. Pension costs The charity operates a defined contrlbution plan for Its employees. A defined contribution plan is pension plan under which the company pays fixed contrlbutions into a separate entlty. Once the contributions have been paid the company has no further payments obligations. The contributtons are recognised as expenses when they fall due. Amounts not paid are shown in accruals In the balance sheet. The assets of the plan are held separately from the company in independently administered funds. 2 Company status rhe company 15 a private company limited by guarantee and consequently does not have share capital. Pa8e 11
Brighter Llvlng Partnersh5p Notes to the Accounts 3 Statement of Financial Activlties - prior year Unrestrirted funds Restrlrted funds Total funds 2024 2024 2024 Income and endowments from: Donations and legacies Charitable artivlties 2,797 31,987 477,087 320 479,884 32,307 Total 34,784 477,407 512,191 Expendlture on: Charitable activities 70,035 455,453 525,488 Total 70,035 455,453 525,488 Net Income (35,251) 21,954 {13.297) Net Income before other 8ains/(los$es) Other Ealns and losses: Net movement in lunds 135,251) 21,954 (13,297) 135,251) 21,954 (13,297) Reconclllatlon of funds: Total funds brought forward Total fvnds carried forward 120,534 34,730 155,264 85,283 56,684 141,967 4 Income from donatbons and le8acles Unre5tflcted Restrlcted Total 2025 Total 2024 Social Prescribing PHHolt Steve Morgan Foundatlon High Park Big Lottery Living Well Sefton Men's Shed 341,433 341.433 276,640 4,225 28,250 41,997 109,728 28,250 28,250 116,705 744 116,705 989 245 Donations 5,298 3,000 10,000 5,298 3,000 10,000 2,130 3,662 CEV 2 Grant Communlty Foundatlon Locality Grant Warm Spaces Barrett Developments Men's Group Other grants 2,130 2,000 10,802 3,080 1,500 2,100 2,100 2,842 514,747 2,842 21,385 493,362 479,884 Page 12
Brlghter Llvlng Partnership Notes to the Accounts 5 Income from charitable activities Unre5trirted Total 2025 Total 2024 Charitable activities 6,129 26,601 32,730 6,129 26,601 32,730 3,377 28,930 32,307 Shoppin8 service 6 Expenditure on charitable artlvltles Unrestrlcted Restricted Total Total 2025 2024 Expenditure on choritoble octivities Healthy Livln8 Admin costs 33,198 491,216 524,414 495.045 Employee costs Motor and travel costs 2,712 5,329 5,440 6,236 1,097 2,712 5,329 5,440 6,236 1,097 3,003 4,228 12,106 10,030 1,076 Premises costs General administrative costs Legal and professional costs 54,012 491,216 545,228 525,488 7 Staff costs No employee received emolurnents in excess of £60,000. 8 Tanglble fixed assets Motor Vehicles Total Cost or revaluation At l April 2024 At 31 March 2025 Depreclation and Impalrment At l April 2024 At 31 March 2025 8,000 8,000 8,000 8,000 8,000 8,000 8,000 8,000 Net book values At 31 March 2025 At 31 March 2024 Page 13
Brlghter Llvlng Partnership Notes to the Accounts 9 Debtors 2025 2024 Trade debtors Prepayments and accrued income 39,889 1,882 41,771 33,971 2,187 36.158 10 Credltors: amounts falling due within one year 2025 2024 Trade creditors Accruals 127,628 1,062 128,690 108,928 1.062 109,990 Page 14
Brlghter Llving Partnership Notes to the Accounts 11 Movement in funds Incomlng resources (includin8 other At l Aprll galnsllosses 2024 Resources expended At31 March 2025 Restrlcted funds; Restricted income funds: Social Prescribin8 . Locality Grant High Park- Big Lottery SCVS . Livlng Well 5efton Men's Shed PHHolt Steve Morgan Foundatlon Warm Spaces Men's Group 10,347 183 341.433 2,130 {332,720) {2.313} {18,873) 1108,4991 1744) (1,711) (22,2561 (2,0001 (2,1001 19,060 26,358 1,855 7,485 10,061 116,705 744 3,561 14,018 1,850 20,012 28,250 2,000 2,100 362 362 Total 56,684 493,362 1491,2161 58,830 Unrestrlcted funds: General funds 35.283 54.115 (54,0121 35.386 Deslgnated funds: Contingency Fund Totol 50,000 50,000 50,000 50,000 Total funds 141,967 547,477 1545,2281 144,216 Purposes and restrictions In relation to the funds: Restricted funds: Social Prescrlbin8 Locality Grant High Park- Big lottery SCVS- Livlng Well Sefton Men's Shed PHHolt Steve Morgan Foundation Warm Spaces Men'5 Group Designated funds: Contingency Fund Link workers Community activities Community activities Wellness serlice Men's social activitles Community Activities Staff salaries Provision of warm spaces Men's social activities Page 15
Brl8hter L5ving Partnership Notes to the Accounts 12 Analysis of net assets between funds Unrestrfcted funds Restrlcted fvnds Total Net current assets 85,386 85,386 58,830 58,830 144,216 144,216 13 Reconciliation of net cash / (net debt) At31 March 2025 At l Aprll 2024 Cash Ilows Cash and cash equivalents 215,799 215,799 15,336 15,336 231,135 231,135 Net cash / (net debt) 215,799 15,336 231.135 FRS 102 requires and entlty to report changes in net debt In the accountln8 perlod. Brlghter Llvlng Partnership does not carry any debt or other borrowings and has a positive net cash position 14 Related party dlsclosures Controllinq party The company is lirnited by 8uarantee and has no share capital. thus no single party controls the cornpany. Page 16