Trustees report 2021-2022
Advocacy
Dudley Advocacy has provided advocacy support to people with statutory advocacy and non-statutory advocacy.
Statutory Advocacy
Care Act Advocacy
We continued to provide Care Act advocacy for people who have substantial difficulties and need support with care assessment and support planning, reviews, safeguarding and complaints. We also support Carers with Carers assessments.
Our Care Act advocacy service supported 335 people. We also provided out of borough Care Act advocacy for 2 people.
Independent Mental Capacity Advocacy/Dols RPR
Our IMCA service supports people who have no family or friends and have no capacity to make important decisions such as serious medical treatment including DNARs, accommodation, safeguarding and reviews.
The DoLS advocacy service provides support to people who have no capacity and have been deprived of their liberty and acts as a relevant person’s representative (RPR). The RPR ensures that the person is safe and cared for and the deprivation is met in the least restrictive way. In some cases, the RPR can also support a relative of the person who is subject to a DoLS.
The period of deprivation can be up to 12 months and the RPR is needed during this time to support the person or their relative.
We continued to work with DMBC on a pilot project that offers more support to people subject to a DoLS. This involves extra training and support for some of our volunteers so that they can visit the person on a more regular basis because the RPR’s time is limited due to volume and insufficient funding.
Our in borough IMCA/DoLS service supported 200 people.
Community DoLS Advocacy
We also supported 29 people under our Community DoLS service. This service was spot purchased by DMBC when needed. We also provided with out of borough Community Dols Advocacy for 2 people.
Out of Borough DoLS Service
We continued to provide and Out of Borough (OOB) DoLS for people who are not Dudley residents but are funded by Dudley and require RPR support. We also provided support to people who are funded by other local authorities both in Dudley and other areas. These services were spot purchased as and when needed.
Our OOB DoLS RPR service supported 131 people.
- - Non statutory advocacy
The non-statutory advocacy services we provided were Complex Needs, Volunteer and Parents.
Complex Needs Advocacy
We provided advocacy for people with complex needs. Our Complex service supported a number of people including people whose homes were closing and whose care was changing but did not fit the criteria for Care Act advocacy. This service is funded by DMBC.
Our complex advocacy service supported 58 people.
Using our fourth year of funding from Tudor Trust and some of our reserves we continued to provide advocacy with our Volunteer Advocacy and Parents Advocacy service.
Volunteer Advocacy
Our Volunteer service continued to recruit and train volunteer advocates to people with a learning disability with many different issues. Volunteers
support on a long- term basis as a citizen advocate or for short term as a crisis advocate.
Our Volunteer Service supported 54 people.
Parents Advocacy
Our Parents service supported parents with a learning disability whose children are subject to child safeguarding proceedings. This advocacy service works with parents on a long-term basis until the end of the proceedings which can be from 6 months to 12 months.
Our Parents advocacy service supported 37 people.
The Volunteer Development Officer and the Parent’s Advocate have worked closely together to identify cases where both projects can work closely together to ensure that parents can access consistent, holistic support and without this service they could be left unsupported at potentially the most traumatic time of their lives.
Across all of the different advocacy services we provide, people are supported with many issues including –
Accommodation Care planning and support Care reviews Safeguarding children Complaints Deprivation of liberty Employment Finances Parenting issues Safeguarding adults Serious medical treatment Social inclusion
With advocacy support with these issues, outcomes obtained for people change their lives in positive and empowering ways including –
Being listened to and receiving answers Increased independence Feel safer Involved in decisions about their life More socially included Less discrimination Better quality of life Access to increased, improved and more appropriate services
Increased dignity and respect Rights being upheld
As the easing of the restrictions during the pandemic continued, we continued to support our volunteers to support their partners. Staff and volunteers began to have face to face meetings again.
We said thank you to our volunteers and acknowledged that without their time, expertise and ongoing commitment, many people would struggle with many different issues. Our volunteers ensure they are there for people when they really need them and have no one else.
We are proud to say that, during these difficult times, we continued to provide statutory and non-statutory advocacy for people in need of support with many different issues and ensure that they are treated with dignity and respect, are not discriminated against and have a say in the way they live their lives.
Other activities
We were successful in securing funding from the Tudor Trust to continue our non- statutory advocacy projects – Volunteer and Parents until August 2023. This ensures that people who do not fit the criteria for statutory advocacy continue to receive support for many issues that are important to them.
We continued to engage with Dudley Council and other organisations that were part of the ongoing tender to provide statutory advocacy for Dudley residents. We made the decision to not be part final stage of the tender and we ceased to provide statutory advocacy on 31.3.22.
We planned and carried out the transition to a smaller organisation and successfully continued to provide non statutory advocacy for many people.
Future plans
We will continue to work on a continuous programme of improvement and development so that Dudley Advocacy can continue to provide a user led, independent, efficient, responsive, adaptable service.
We will continue to provide non statutory advocacy for people who do not fit the criteria for statutory advocacy due to the limitations of the services.
Our Volunteer and Parent project will ensure that the people who have no access to statutory advocacy will continue to be supported in the way they wish to be and with issues that are important to their quality of life.
We will continue the support we offered to older people who were left isolated during the pandemic and continue to be at risk of social exclusion and loneliness.
We will continue to explore other sources of funding so that we can continue to provide non statutory advocacy for people who have no other help from statutory providers.
Charlty Registration No. 1109897 Company Reglstration No. 5354254 (England and Wales) DUDLEY ADVOCACY LIMITED IA COMPANY LIMITED BY GUARANTEEI ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022
DUDLEY ADVOCACY LIMITED LEGAL AND ADMINISTRATIVE INFORMATION Trustees D Price IChairTnanl Mrs C M Grimmitt (Deputy chair) J Tudey KEDrew Mrs J Sh$ Miss J Jandhu Secretary Mrs LANc¢k Chief officer Mrs LA Nock Charity number 1109897 Company numbar 5354254 Principal address The Savoy Centre Northfield Road Netherton Dudley Wesl Midlands DY2 9ES R•gi8tered oifice The Savoy Centre Northfield Road Nelherton Dudley Wesl Midlands DY2 9ES Independent examiner Christopher Cooper F.C.A., F.C.C.A Price Pearson Finch House 28-30 W)Iverhampton Street Dudley DY1 1DB Bankers HSBC Bank PLC 226 High Street Dudley Wesl Midlands DY1 1PQ
DUDLEY ADVOCACY LIMITED CONTENTS Page Trustees, report Independent examinerfs report ststement of financial activities Balance sheet Notes lo the financial statements 10-20
DUDLEY ADVOCACY LIMITED TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT) FOR THE YEAR ENDED 31 MARCH 2022 The trustees present their annual report and financial statements for the year ended 31 March 2022. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial slalemenls and comply with the charitable company's governing document, the Companies Act 2006 and 'Ac¢ounling and Reporting by Charities.. Statement of Recommended Practice applicable lo charities pparIng their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffeclive 1 January 20191" Objectives and activities Dudley Advocacy ensures that vulnerable people in Dudley have the right lo be heard, listened to and not marginalized or socially excluded. Our aims, as aayS are- To defend equal rights and fight discrimination. To support people to ensure that their human rights are upheld. To represent the needs and wishes of VLJlnerable people. To support people who need help lo express their views and lo make sure they are heard, listened to and receive answers. To enable people lo have a say in the services they use and who works in them. We achieve these aims by- pulling vulnerable people first listening lo what vulnerable people have lo say making sure that people who should be listening begin and continue lo listen asking questions of people and organisations that haven't been asked before expecting and reIving answers lo questions and If none is forthcoming, then we ask again and again In setting our objectives and planning our activities the Trustees have given careful consideration lo the duty in Section 171151 of the Chanties Act 2011 to have due regards lo the Charity Commission's general guidance on public benefit.
DUDLEY ADVOCACY LIMITED TRUSTEES. REPORT ICONTINUED)(INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2022 Achievements and performance Advocacy Dudley Advocacy has provided advocacy support lo people with slalutory adV0&Y and non-statulory advocacy. We continued lo provide Care Act advocacy for people who have subslantral difficulties and need support with care assessment and support planning, reviews, safeguarding and complaints. We also support Carers with Carers assessments. Our Care Act advocacy service supported 335 people. IAÈ also provided out of borough CareA¢l advocacy for 2 people. Our IMCA service supports people who have no famity or th.ends and have no capacity lo make important decisions such as serious medical treatment including DNARS, accommodation, safeguarding and reviews. The DOLS adVa¢Y semce provides support lo people who have no capacity and have been deprived of their liberty and acts as a relevant person's represenlative IRPRI. The RPR ensures that the person is safe and cared for and the Oeprivalion is mel in the least restrictive way. In some cases. the RPR can also support a relative of the person who is subject to a DOLS. The period of deprivation can be up to 12 months and the RPR is needed during this time lo support the person or their relative. We continued to work with DMBC on a pilot project that offers more support to people subject lo a DOLS. This involves extra training and support for some of our volunteer5 so that they can visit the person on a more regular basis because the RPR'S time is limrted due lo volume and insufficient fvnding. Our IMCAJDOLS serVe supported 200 people. We also supported 29 peop under our Community OOLS service. This Servi was spot purchased by DMBC when needed. We also provided with out of trxjrough Community Dols Advocacy for 2 people. We continued to provide and Out of Borough IOOB) DOLS for people who are not Dudley residents bul are funded by Dudley and require RPR support. also provided support lo people who ale funded by other local authorities both in Dudley and othei areas. These seNices were spot purchased as and when needed. Our OOB DOLS RPR service supported 131 people. The non-statulory advocacy services we provided were Ccrfnplex Needs. Volunteer and Parenls. We provided advocacy for people wrth complex needs. Our Complex service supported a number of people including people whose homes were closing and whose Ca was changing bul did not fit the criteria t)r Care Act advocacy. This service is funded by DMBC. Our complex advocacy seThice supported 58 people.
DUDLEY ADVOCACY LIMITED TRUSTEES, REPORT ICONTINUED)(INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2022 Using oui third year of funding from TuthT Trust we continued lo prowde advocacy with our Voluntr Advocacy and Parents Advocacy service. Our Volunteer service continued lo recnjit and train volunleer adv(Kates to people with a leaming disabilty with many different issue5. Volunteer5 5UPPOrt on a long term basis as a citrzen advocate or for shcrt term as a crisis advocate. Our volunteer service supported 54 people. Our Parents service supported parents with a leaming disability whose children are subject to safeguarding children proceedings. This adV0¢Y servi wofks with parents on a long tem basis until the end of the proceedings which can be from 6 months to 12 months. Our Parents advocacy service supported 37 people. The Volunteer Development Officer and the Parent's Advocate have worked closely together lo identty cases where both projects can work closely ItyJelher lo provide the Parents with consislenl, holistic support and wilhoul this Sery1 they could be left unsupported al potenb.ally the most traumab"c lime of their lives. Across 811 of the drfferenl advocacy ServIS we provide, peOe are supported with many issues including- Accommodation Care planning and support Care reviews Safeguarding children Complaints Deprivation of liberty Employment Finances Parenting issues Safeguarding adults Serious medical treatment Social inclusion With advocacy suppw)rt with these issues. outcomes obtained for people change their lives in posib.ve and empowering ways including- Being listened lo and r1VIng answers Increased independence Feel safer Involved in decisions about their lrfe More socially included Less discrimination Better quality of lrfe Access to increased. Improved and more appropriale services Increased dignity and respect Rights being upheld As the easing of the restrictions during the pandemic continued. we conb'nued lo support our volunteers to support their partners. Staff and volunteer5 began lo have face lo fa meetings again. We said thank you to our volunteers and acknowledged that without their lime. expertise and ongoiro commitment. many peop would struggle with many dTfferent Issues. Our volunteers ensure they are there for people when they realty need them and have no one else. We are pioud lo say that. during these dfficult ts"mes, we continued to provide 51alulory and non-slalulory advocacy for people in need of support with many drfferent issues and ensure that they are treated with dignity and respect. are not discriminated against and have a say in the way they live their lives.
DUDLEY ADVOCACY LIMITED TRUSTEES, REPORT (CONTINUED){INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2022 Other a¢tlvitlO8 We were successfvl in securing funding from the Tudor Trust to continue our non- statutory advocacy projects Volunteer and Paren15 until August 2023. This ensures that people who do not fil the criteria for slalulory advocacy continue lo receive support for many issues that are important lo them. We continued to engage with Dudley Council and other organisalions thal were part of the ongoing lender lo provide slalulory advocacy for Dudley residents. made the decisK)n lo not be part final Stage ol the lender and we ceased lo provide sialulory advocacy on 31 March 2022. planned and carried out the transilion lo a smallgr organisaty'on and successfvlly continued lo provide non slalulory advocacy for many people. Fln4nclal rnvlow The Slalemenl of Financial Activities shows gross income for the year of £341.923 and expenditure ol £331.170. ReseNes sland al £233,761 in total, eon3k8ling of £233.761 unrestricted fvnds and £NIL restricted funds. Dudley AdvLxacy holds general unfestncted ffjseNès in order lo.. ensure that Dudley AdV0Y can meet its Obligatn$ in the short term in the event of late payment ol grants cover any oulslanding liabilitss such as Staff redundancy payments and remaining lease commitments ensure that Dudley Advocacy 5 core activity can nIInue during a pgnod of unfOrgn difficulty finance an unexpected increase in running costs finance some unexpected capital expenditure The directors and Iruslees will seek lo m8intsin unreslrieted funds, not de5unaled for the next 12 rnonlhs or invested in fixed assets, equivalent lo a minimum of 6 months fevenue expenditure on ils core aclivrties lo finance theses evenlualilies should they ctcur. In the event that these reserves significantly this amount in any one year the Management Committee will delemiine a planned use of these excess reserves on activities in the following financial year. 'Core aclivilies, are defined as those general advocacy aelivrties funded from the core grant received by Dudley Advocacy Limited. The reserves will be maintsined in a fomi realisable wrthin 28 days. On this basis the required level of free serveS al 31 March 2022 was £234.000 and the actual level of free reserves was £166.000. Reserves held now ensure thal Dudley Advocacy Limited are able lo continue lo provide non slalulory advocacy for many people until addItn81 fijnding is obtained as the core grant received by Dudley Council has now slopped. Rlsk Managamont The directors and Iruslees monitor the major strategic. business and operational risks which the charitsble company faces lo ensure that systems are adequate to mitigate these risks.
DUDLEY ADVOCACY LIMITED TRUSTEES. REPORT (CONTINUEDI(INCLUDING DIRECTORS, REPORT) FOR THE YEAR ENDED 31 MARCH 2022 Future plans We will continue lo work on a continuous progiamme of improvement and development so that Dudley Advocacy can continue lo provide a user led. independent. efficient, responsive, adaptable service. We will continue to provide non statutory advocacy for people who do not fil the criteria for ststulory advocacy due lo the limitations of the services. Our Volunteer and Parent project will ensure that the people who have no access to stalulory advocacy will conb'nue to be supported in the way they wish lo be and with issues that are important lo their quality of life. We will continue the support we offered lo older people who were left isolated during the pandemic and ontinue lo be at nsk ol social exclusion and loneliness. We will continue to explore other sources of funding so that we can continue to provide non statutory advoc3cy for people who have no other help from slalulory providers structurg. governance and managgmont The charitable company is consliluted as a company limited by guarantee and was sel up by a Memorandum and Articles ofAssocialion on 7 February 2005 as amended by special re501utions dated 1 June 2005 and 26 July 2006 The objects of the charitable company are to provide an advocacy service, lo assist in any way any person with a disability, including, bul not reslricled lo, learning drfficullies, physical disabilities. mentsl illness or age. The day lo day running of the charity is delegated lo the chief officer under the supervision of the trustees. The charity is also grateful to a number of volunteers who assist in various capacities. Members ofthe Council of Managoment All directors of the company are also Iruslees of the charitable company and there are no other trustees. None of the Iruslees have any beneficial interest in the company. All of the Iruslees are members of the company and guarantee to contribute £10 in the event of a winding up. All trustees that served during the year are listed below.. D Price Ichaimianl Mrs C M Grimmitt IDeputy chairl J Turley KEDrew Mrs J Shiels Miss J Jandhu The trustees are ele¢led from the membership of the organisation. Trustees are nominated, proposed and seconded by members and carried al the AGM. Trustees are able lo co opt a person to the committee for their expertise and knowledge. usually from slalulory organisations, however those persons ¢0 opted have no voting powers. Asset cover for funds Note 16 sets out an analysis of the assets attributable lo the various funds. These assets are sufficient lo meet the charity's obligations on a ftjnd by fund basis.
DUDLEY ADVOCACY LIMITED TRUSTEES. REPORT ICONTINUEO){INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2022 InvèBtmentB Under the Memorandum and Articles of Association the chafitsble company has the power lo make any investment which the directors and Iruslees see fil. The Iruslee8' report Was approved by the 8oard of Trustees. O/f/J 67 D Prlcg (Chairman) Trustee Dated..
DUDLEY ADVOCACY LIMITED INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF DUDLEY ADVOCACY LIMITED report lo the Iruslees on my examination of the financia1 slalemenls of Dudley Advocacy Limited Ilhe charitable companyl for the year ended 31 March 2022, which are sel out on pages 7 to 20. Responslbllltles and basls of report As the Iruslees of the charitable Company {and also ils directors for the purposes of company lawl you are responsible for the preparation of the financial slalernenls in accordance with the requirements of the Companies Act 2006 Ilhe 2006 Acll. Having satisfied myself that the financial statements of the charitsble company are not required to be aLJdited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the Charitable company's financial slalemenls carried out under section 145 of the Charities Act 2011 Ilhe 2011 Act). In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 14515llbl of the 2011 Act. Independent examiner's statement Since the charitable company s gross income exceeded £250,000 your examiner must be a member of body listed in section 145 of the 2011 Act. I confirm that l am qualified lo undertake the examination because l am a member of Qualified member of ICAEW, which 1s 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 rne cause lo believe that in any material respeel". accounting records were not kept in respect of the charitable company as required by section 386 of the 2006 Act", or the financial slalemenls do not accord with those records, or the financial statements 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 the financial statements have not been ppared in accordance with the methods and piinciples of the statement of Recommended Practice for accounting and reporting by charities applicable lo Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021. I have no concems and have come across no other matters in connection with the examination to whrh attention should be drawn in this report in order lo enable a proper understanding of the financial statements tobe ched. Christopher Cooper F.C.A., F.C.C.A Price Pearson Qualified member of ICAEW Finch House 28-30 Wolverhampton stet Dudley West Midlands DY1 1DB Dated". 2(0 i ofzt
DUDLEY ADVOCACY LIMITED STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2022 Unrestricted Restrictsd funds fund8 Total 2022 Total 2021 Notes Donations and legacies Charitable activities Investments 59,120 213,940 59,120 282,799 59.120 284.007 16 68,859 Total income 273.064 68.859 341,923 343.143 Charitable activities 260,311 70.859 331,170 295,955 Net incomellexp&nditure} for the yearl Net movement in funds 12,753 12,0001 10,753 47,188 Fund balan5 al 1 April 2021 221,008 2,000 223,008 175,820 Fund balances at 31 March 2022 233,761 233,761 223,008 The slalemenl of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities. The slalemenl of financial activities also complies with the requirements for an income 8nd expenditure account under the Companies Act 2006.
DUDLEY ADVOCACY LIMITED BALANCE SHEET ASAT31 MARCH 2022 2022 2021 Not¢s Fixed assets Tangible assets Current assets Debtors Cash al bank and in hand 10 67 334 12 15.885 232,810 2S,502 229,384 248,695 254,886 Credrtors: amounts falling due within one year 13 115.0011 {32,2121 Nel current assets 233,694 222,674 Total assets less current liabilities 233.761 223.008 Income fvnds Reslricled ftjnds Unrestricted funds 15 2.000 221.008 233,761 233.761 223,008 The company is entitled to the exemption from Ihe audr( requirement contained in section 477 of the Companies Act 2006, for the year ended 31 March 2022. The trustees acknowledge their responsibilities for ensuring that the chanty keeps accounting records which comply with section 386 of the and for preparing financial statements which give a true and fair view of the slate of affairs of the company a5 al the end of the financial year and of its incoming reSoUrS and applicab.on of resources, Including its income and expendrture. for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 20( relating to financial statements, so far as applicable tr) the company. The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting rrdS and the preparation of financial statements. The members h8ve not required the company to obtain an audr( of sls finanual statements for the year in question in accordance with section 476. These financial statements have been prepared in *cOrdan with the provisions applicable to comFanies subject to the small companies regime. The financial slaternents were approved by the Trustees on............... ....... D Price (Chaiman) Trustee Mrs C M Grimm IDeputy chair} Trustse Company Regr8tration No. 5354254
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022 Accounting policies Charlty infomiation Dudley Advocacy Limited is a private company limited by guarantee incoTporaled in England and Wales. The registered office is The Savoy Cenlre, Northfield Road, Nelherton, Dudley, Wesl Midlands, DY2 9ES. 1.1 A¢¢ounting ¢onv¢ntion The financial stslements have been prepared in acLordance with the Charitab company'5 goveming document, the Companies Act 20C6 and -Accounting and Reporbng by Charities. Statement ol Recommended Practice applicable lo charities preparing theii accounts in accordan with the Financial Reporting Standard applicable in the UK and Republic of Ireland {FRS 1021 (effective 1 January 20191" The charitsble company is a publ Benefft Entity as defined by FRS 102. The charitable company has taken advantage of the provisions in the SORP for charities apptying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows. The financial statements are prepared in 51eding, which is the functional currency of the charitable ompany. Monetary amounts in these financial statements are rounded to the nearest £. The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are sel out below. 1.2 Golng con¢em At the lime of approving the financial stalemenls. the trustees have a reasonable expectation that the chanlable company has adequate resou$ lo continue in operatronal existence for the foreseeable future. Thus the trustees continue to adopt the going concern basi5 of accounting in preparing the financial statements. 10-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 A¢¢ounting poli¢i•s (Continu•dl 1.3 Charitable funds Unrestricted funds are available for use al the dis¢tiOn of the trustees in furtherance of their charitable objective5 unless the funds have been designated for other Purposes. Unrestricted fund3 Core Services This is the general fund of the charty funded by Dudley Metrop)ITtan Borough Council IDMBCI. Independent Mental Capacty Advocate {IMCAI This service is a 51alulory advocacy project which began in April 2007. It provides vulnerable people who lack capacity advocacy supwrt to make decisKJns regarding accommodation issues and serious medical Ireatrnenl. It can also provide support to people at reviews and rf they are subject lo an Adult Protection order. Unrestricted designated funds These comprise fvnds which have been set aside al the dis0 of the trustees for specific, but not legally binding purp)ses. The pu05e5 of the designated funds are set out in the notes to the accounts. Restri¢t¢d funds Restricted funds are subj.ect to specrfic conditions by donors as lo how they may be used. The purposes and uses of the reslncled funds are sel out in the notes lo the financial slalements. 1.4 Incomlng resour¢¢s Items of income ale recognised and included in the accounts when all of the following criteria are met". -the charity has entiuement to the fvnds". -any perfomiance conditions attached to the items of income have been met or are fully within the control of the charity., -there is sufficient rtaInty that the ieceipl of the income 15 considered probable,. and -the amount can be measured reliably. Donations and legacies Included are grants receivable from Dudley Metropwjlttan Borough Council to prowde core funding for the charity's activities and other small donations. They are accounted for gross when receivable, as long as they are CApable of financial measurement. Project grant income Grant income represents grants recerved for specffic projects within the chartty's aclivrties. Grant income received which is subject to condrtions belore il can be spent, is deferred and carried forward in creditors in a Defer income untsl the condrtions have been met. Other incom• Other income is accounted for on a receivable basis. Int¢r&$t Interest on funds held on deposit is included when receivable and the amount cèn be rneasud reliajly by the charity,. this is nomially upon the nolrfKation of the inlerest paid or payable by the bank. 11
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED} FOR THE YEAR ENDED 31 MARCH 2022 Accounting poli¢i•s Continued) 1.5 Resources expended Expenditure Is recognised once there is a legal or conslruclive obligation lo make a payment lo a third party. il is probable that a selllemenl will be required and the amount of the obligation can be measured reliably. Expenditure on charitable activities is in respect of Advocacy setvice for vulnerable people. Allocation of support costs Support costs are those functions that assist the work of the charity bul do not directly undertake chaiilable activities. Governance costs are included within support costs and comprise costs involved in Ihe p11 accountability of the chaiity and ils Complian with regulation and good practice W)ere expenses are incurred which relate lo more than one of the charity's activities these are allocated beeen projects and core services on the following basis". On an actual basis wherever possible or otherwise the Iruslees. best estimate. Irrecoverable VAT is charged 85 a cost against the activity for which the expenditure was incurred. 1.6 Tangible fixed assets Tangible fixed assets are initially measured at cost and subsequently measured al cost or valuation, nel ol depreciation and any impairment losses. Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases". Plant and machinery Furniture, fixtures and fittings 33.33% p.a. stra1ght line basis 25% p.a straight line basis The gain or Ioss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the ststemenl of financial activities. Individual items under £200 are not capitalised. 1.7 Impairment of fixad assets Al each reporting end date, the charitsble company reviews the carrying amounts of ils tangible assets to determine whether there is any indication that those assets have suffered an impaim)enl loss. If any such indication exists. the recoverable amoijnt of the asset is eslimaled in order lo determine the extent of the impairment loss lif any). 1.8 Cash and cash oquival•nts Cash and cash equivalents include cash in hand, deposits held al call with banks, other short-lerm liquid investments with original malurilies of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities. 12-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 Accounting policies (Continued) 1.9 Financial instruments The charitable company has elected lo apply the provisions of Section 11 'Basic Financial Instruments, and Section 12 '01her Financial Instruments Issues, of FRS 102 to all of ils financial inslrumenls. Financial instruments are recognised in the charitable company's balance sheet when the charitable company becomes party lo the conlraclual provisions of the inslrumenl. Financial assets and liabilities are offset, with the nel amounts presented in the financial slatemenls, when there is a legally enforceable right to sel off the recogni5ed amounts and there is an intention lo settle on a nel basis or lo realise the asset and settle the liability simultaneously. Basic financial assets Basic financial assets, which include debtors and cash and bank balances, are initially measured * transaction price including transaction costs and are subsequently carried al amortised cost using the effective interest method unless the arrangement conslilules a financing transaction. where the transaction is measured al the present value of the future receipts discounted al a market rale of interest. Financial assets classified as receivable within one year are not amortised. Impairn7ent of financial assets Financial assets, other than those held at fair valLJe through income and expenditure, are assessed for Indicators of Irnpairment at each reporting dale. Financial assets are impaired where there is objective evidence that. as a sU11 of one or more events that occurred after the initial recognition of the financial asset, the eslimaled future cash flows have been affected. If an asset is impaired, the impairment loss is the difference between the carrying amount and the present value of the estimated cash flows discounted al the asset's original effective interest rate. The impaimient loss is recognised in nel incomellexpenditurel for the year If theTe is a decrease in the impairment loss arising from an event occurring after the impairnient was recognised, the impairment is reversed. The reversal 15 such that the current carrying amount does 1 exceed what the carrying amount would have been, had the impairment not previously been recognised. The impairment reversal is recognised in nel incomel{expendilurel for the year. Dere¢ognition oi financial assets Financial assets are derecognised only when the conlraclual rights to the cash flows from the asset expire or are sellled, or when the charitable company transfers the financial assel and substantially all the risk5 and rewards of ownefship lo another entity, or if some significant risks and rewards of ownership are retained bul control of the asset has transferred lo another paty that is able to sell the assel in its entirety to an unrelated third party. Basic financial liabilities Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt Instrument is measured at the present value of Ihe future payments discounted al a market rate of interest. Financial liabilities classified as payable within one year are not amortised. Debt instruments are subsequently carried al amortised cost, using the effective interest rale method. Trade Creditors are obligations to pay for goods or seNices that have been acquired in the ordinary course of operations from suppliers. AmoLJnls payable a classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities Trade Creditors a recognised initially al transaction price and subsequently measured at amortised cost using the effective interest method. 13-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 Accounting policies {Continued} Other financial liabilities Derivalive5, including interest rale swaps and forward foreign exchange contracts, are not basic financial instruments. Derivatives are initially recognised al fair value on the date a derivative contract ts entered into and a subsequently re-measured al their fair value. Changes in the fair value of derivatives are recognised in or in finance costs or finance income as appropriate, unless hedge accounting is applEd and the hedge is a cash flow hedge. Deracognition of flnancial liabilities Financial liabilities are derecognised when the charitsble company's contractual obligations expire Of are discharged or cancelled. 1.10 Employèe benefits The cost of any unused holiday entitlement is recognised in the period in which the employee's SeNiS are rece1ved. Termination benefit5 are recognised immediately as an expense when the charitable company is demonstrably committed to terminate the employment of an employee or to provide lemination benefits. 1.11 Rgtirgmgnt benefits Payments to defined contribution reb'rement benefit schemes are charged as an expense as they fall due. 1.12 Leases Rentals payable Ljnder operating leases, including any lease Incentives received, are charged to income on a slraighl line basis over the term of the relevant lease. Donatlons and legacies 2022 2021 Grants receivable for core activities- Dudley MBC 59,120 59.120 The total of £59,120 received in 2022 and 2021 relate to unrestricted funds. 14-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED FOR THE YEAR ENDED 31 MARCH 2022 Charitable activities 2022 2021 Dudley MBC- IMCA Dudley MBC - People with complex arnIng dff.es Dudley MBC CareAct Lottery giant Out of Borough Relevant Person5 Representative Dudley MBC other IRPR I Pilot Projecti The Tudor Trust 48.510 30,192 88,352 48,510 30,192 44,352 30,411 63,272 15,270 52,000 68,888 8,190 38,667 282,799 284,007 Analysis by fund Unrestricted fvnds Restricted funds 213,940 68.859 282,799 For the year ended 31 March 2021 Unreslricled funds Reslricled funds 171,404 112.603 284,007 Investments 2022 2021 Interest receivable 16 15-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 Charitable a¢tlvltle8 2022 2021 Stsff costs Depreciation and impaimient Staff training Rent Travel & 5ubssslence Printing, postage & stationery Telephone & Intemel Insurance Sundry expenses Computer costs Consultancy fees Bad Debts wntten off 268,082 267 2,778 3,565 4,025 324 3,022 1,977 2,610 2,813 31,850 2,512 266,730 876 3,280 3,427 1,427 552 3,246 1,969 3,511 3,589 323,825 288,607 Govemance costs (see note 61 7,345 7,348 331,170 295,955 Of the £331,170 expenditure in 2022 12021. £295,955). £260,311 12021. £185,352) was charged lo unrestricted funds and £70,85912021.' £110,603) lo restricted funds. Govamance Governance costs 2022 2021 Basls of allo¢atlon Staff costs Accountancy Printing & stationery 2,585 4,560 200 2,585 4,560 200 2,575 Stsff lime 4,573 DI¢t 200 Eslimaled 7,345 7,345 7,348 Accountancy includes £1,000 {2021'. £1.0001 for the external scruts'ny and £3,56012021.' £3,573) for other servIs. Trustee8 None of the Iruslees lor any persons connected with them) received any remuneration or benefits during the year. 16-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS {CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 Employees Number ofemployees The average rnonthly number of employees during the year was" 2022 Numbor 2021 Number Employment costs 2022 2021 Wages and salaries Social security costs Other pension costs 242,268 24,032 3,732 239,377 23,645 3,764 270,032 266,786 There were no employees whose annual remuneration was £60.0(Kl or mo. Taxation In the opinion of the trustees, all income of the charity in the yeaf is outside the scope of income tax or corporab.on tax. 10 Tangible fixgd assets Fumi[•. fixtures and rrtbng$ Cost Al 1 April 2021 11.254 Al 31 March 2022 11,254 Oepreciation and impairment At 1 April 2021 Depreciation charged in the year 10.920 267 Al 31 March 2022 11,187 Carrying amount At 31 March 2022 67 Al 31 March 2021 334 17-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED FOR THE YEAR ENDED 31 MARCH 2022 11 Financial instruments 2022 2021 Carrying amount of financial assets Oebl instruments measured at amortised cost 1 5,085 23,526 Carrying amount of financlal Ilabllltles Measured at amortised cost 4,001 15.545 12 Debtors 2022 2021 Amounts falling due within one year: Trade debtors Other debtors Prepayments and accrued incorne 14,163 922 800 22.776 750 1,976 15,885 25,502 13 Croditors.. amounts falling dug Within one yoar 2022 2021 Notes Deferred income Other creditors Accruals 14 11,000 16,667 11,545 4,000 4,001 15,001 32,212 14 Deferred income Deferred income is included in the financial statements as follows.. 2022 2021 The Tudor Trust 11,000 16.667 18-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED FOR THE YEAR ENDED 31 MARCH 2022 15 Movement In funds The income funds of the charity inclLJde reslricled funds comprising the following unexpended balan$ of donations and grants held on trust for specific purposes.. Movement in funds 84lan¢e at 1 IncomSng Resources Balance at 31 April 2021 resources expended March 2022 Unrestricted funds.. 221,008 273, 1260,3111 233,761 Restricted funds.. People with complex learning disabilities The Tudor Trust 30,192 38.667 130,1921 140,6671 2,000 223,008 341,923 1331,1701 233.761 Peoplg With complex learning difficulties This is funded by Dudley Melropolilan Borough Council and offers support to people with complex leaming disabilities. The Tudor Trust Funding from The Tudor Trust has been used lo support the costs of the Parent Advocacy team, mainly salary costs of the Parent advocate and The Volunteer Development officer. 16 Analysis of net assets between fund8 Unrestricted funds Restrlcted funds Total Fund balances al 31 March 2022 are represented by.. Tangible assets Current asselsllliabilitiesl 67 233,694 67 233,694 233,761 233.761 17 Flnan¢lal ¢ommltm•nts, guarantees and conting8nt liabilities There were no signrficant liabilities at the balance sheet dale12021 £Nill. 19-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 18 Operating lea8e commitments Al the reporting end dale the charitable company had outstsnding commitments for future minimum lease payments under non-cancellable operating leases, which fall due as follows.. 2022 2021 Within one year 3,276 3,183 19 Capital commitments Capital commitments contracted for al the balan sheet date amounted to £Nil12021- £Nill. 20 Control and limited Ilability The charitable company is not under the control of any one particular paty. The charitable company is a registered charity and has been granted the power to dispense the word 'Limited' from its name. The liability of the members is limited by guarantee to a sum not exceeding £10 in the event of the company being wound up. -20-
Charlty Registration No. 1109897 Company Reglstration No. 5354254 (England and Wales) DUDLEY ADVOCACY LIMITED IA COMPANY LIMITED BY GUARANTEEI ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022
DUDLEY ADVOCACY LIMITED LEGAL AND ADMINISTRATIVE INFORMATION Trustees D Price IChairTnanl Mrs C M Grimmitt (Deputy chair) J Tudey KEDrew Mrs J Sh$ Miss J Jandhu Secretary Mrs LANc¢k Chief officer Mrs LA Nock Charity number 1109897 Company numbar 5354254 Principal address The Savoy Centre Northfield Road Netherton Dudley Wesl Midlands DY2 9ES R•gi8tered oifice The Savoy Centre Northfield Road Nelherton Dudley Wesl Midlands DY2 9ES Independent examiner Christopher Cooper F.C.A., F.C.C.A Price Pearson Finch House 28-30 W)Iverhampton Street Dudley DY1 1DB Bankers HSBC Bank PLC 226 High Street Dudley Wesl Midlands DY1 1PQ
DUDLEY ADVOCACY LIMITED CONTENTS Page Trustees, report Independent examinerfs report ststement of financial activities Balance sheet Notes lo the financial statements 10-20
DUDLEY ADVOCACY LIMITED TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT) FOR THE YEAR ENDED 31 MARCH 2022 The trustees present their annual report and financial statements for the year ended 31 March 2022. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial slalemenls and comply with the charitable company's governing document, the Companies Act 2006 and 'Ac¢ounling and Reporting by Charities.. Statement of Recommended Practice applicable lo charities pparIng their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffeclive 1 January 20191" Objectives and activities Dudley Advocacy ensures that vulnerable people in Dudley have the right lo be heard, listened to and not marginalized or socially excluded. Our aims, as aayS are- To defend equal rights and fight discrimination. To support people to ensure that their human rights are upheld. To represent the needs and wishes of VLJlnerable people. To support people who need help lo express their views and lo make sure they are heard, listened to and receive answers. To enable people lo have a say in the services they use and who works in them. We achieve these aims by- pulling vulnerable people first listening lo what vulnerable people have lo say making sure that people who should be listening begin and continue lo listen asking questions of people and organisations that haven't been asked before expecting and reIving answers lo questions and If none is forthcoming, then we ask again and again In setting our objectives and planning our activities the Trustees have given careful consideration lo the duty in Section 171151 of the Chanties Act 2011 to have due regards lo the Charity Commission's general guidance on public benefit.
DUDLEY ADVOCACY LIMITED TRUSTEES. REPORT ICONTINUED)(INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2022 Achievements and performance Advocacy Dudley Advocacy has provided advocacy support lo people with slalutory adV0&Y and non-statulory advocacy. We continued lo provide Care Act advocacy for people who have subslantral difficulties and need support with care assessment and support planning, reviews, safeguarding and complaints. We also support Carers with Carers assessments. Our Care Act advocacy service supported 335 people. IAÈ also provided out of borough CareA¢l advocacy for 2 people. Our IMCA service supports people who have no famity or th.ends and have no capacity lo make important decisions such as serious medical treatment including DNARS, accommodation, safeguarding and reviews. The DOLS adVa¢Y semce provides support lo people who have no capacity and have been deprived of their liberty and acts as a relevant person's represenlative IRPRI. The RPR ensures that the person is safe and cared for and the Oeprivalion is mel in the least restrictive way. In some cases. the RPR can also support a relative of the person who is subject to a DOLS. The period of deprivation can be up to 12 months and the RPR is needed during this time lo support the person or their relative. We continued to work with DMBC on a pilot project that offers more support to people subject lo a DOLS. This involves extra training and support for some of our volunteer5 so that they can visit the person on a more regular basis because the RPR'S time is limrted due lo volume and insufficient fvnding. Our IMCAJDOLS serVe supported 200 people. We also supported 29 peop under our Community OOLS service. This Servi was spot purchased by DMBC when needed. We also provided with out of trxjrough Community Dols Advocacy for 2 people. We continued to provide and Out of Borough IOOB) DOLS for people who are not Dudley residents bul are funded by Dudley and require RPR support. also provided support lo people who ale funded by other local authorities both in Dudley and othei areas. These seNices were spot purchased as and when needed. Our OOB DOLS RPR service supported 131 people. The non-statulory advocacy services we provided were Ccrfnplex Needs. Volunteer and Parenls. We provided advocacy for people wrth complex needs. Our Complex service supported a number of people including people whose homes were closing and whose Ca was changing bul did not fit the criteria t)r Care Act advocacy. This service is funded by DMBC. Our complex advocacy seThice supported 58 people.
DUDLEY ADVOCACY LIMITED TRUSTEES, REPORT ICONTINUED)(INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2022 Using oui third year of funding from TuthT Trust we continued lo prowde advocacy with our Voluntr Advocacy and Parents Advocacy service. Our Volunteer service continued lo recnjit and train volunleer adv(Kates to people with a leaming disabilty with many different issue5. Volunteer5 5UPPOrt on a long term basis as a citrzen advocate or for shcrt term as a crisis advocate. Our volunteer service supported 54 people. Our Parents service supported parents with a leaming disability whose children are subject to safeguarding children proceedings. This adV0¢Y servi wofks with parents on a long tem basis until the end of the proceedings which can be from 6 months to 12 months. Our Parents advocacy service supported 37 people. The Volunteer Development Officer and the Parent's Advocate have worked closely together lo identty cases where both projects can work closely ItyJelher lo provide the Parents with consislenl, holistic support and wilhoul this Sery1 they could be left unsupported al potenb.ally the most traumab"c lime of their lives. Across 811 of the drfferenl advocacy ServIS we provide, peOe are supported with many issues including- Accommodation Care planning and support Care reviews Safeguarding children Complaints Deprivation of liberty Employment Finances Parenting issues Safeguarding adults Serious medical treatment Social inclusion With advocacy suppw)rt with these issues. outcomes obtained for people change their lives in posib.ve and empowering ways including- Being listened lo and r1VIng answers Increased independence Feel safer Involved in decisions about their lrfe More socially included Less discrimination Better quality of lrfe Access to increased. Improved and more appropriale services Increased dignity and respect Rights being upheld As the easing of the restrictions during the pandemic continued. we conb'nued lo support our volunteers to support their partners. Staff and volunteer5 began lo have face lo fa meetings again. We said thank you to our volunteers and acknowledged that without their lime. expertise and ongoiro commitment. many peop would struggle with many dTfferent Issues. Our volunteers ensure they are there for people when they realty need them and have no one else. We are pioud lo say that. during these dfficult ts"mes, we continued to provide 51alulory and non-slalulory advocacy for people in need of support with many drfferent issues and ensure that they are treated with dignity and respect. are not discriminated against and have a say in the way they live their lives.
DUDLEY ADVOCACY LIMITED TRUSTEES, REPORT (CONTINUED){INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2022 Other a¢tlvitlO8 We were successfvl in securing funding from the Tudor Trust to continue our non- statutory advocacy projects Volunteer and Paren15 until August 2023. This ensures that people who do not fil the criteria for slalulory advocacy continue lo receive support for many issues that are important lo them. We continued to engage with Dudley Council and other organisalions thal were part of the ongoing lender lo provide slalulory advocacy for Dudley residents. made the decisK)n lo not be part final Stage ol the lender and we ceased lo provide sialulory advocacy on 31 March 2022. planned and carried out the transilion lo a smallgr organisaty'on and successfvlly continued lo provide non slalulory advocacy for many people. Fln4nclal rnvlow The Slalemenl of Financial Activities shows gross income for the year of £341.923 and expenditure ol £331.170. ReseNes sland al £233,761 in total, eon3k8ling of £233.761 unrestricted fvnds and £NIL restricted funds. Dudley AdvLxacy holds general unfestncted ffjseNès in order lo.. ensure that Dudley AdV0Y can meet its Obligatn$ in the short term in the event of late payment ol grants cover any oulslanding liabilitss such as Staff redundancy payments and remaining lease commitments ensure that Dudley Advocacy 5 core activity can nIInue during a pgnod of unfOrgn difficulty finance an unexpected increase in running costs finance some unexpected capital expenditure The directors and Iruslees will seek lo m8intsin unreslrieted funds, not de5unaled for the next 12 rnonlhs or invested in fixed assets, equivalent lo a minimum of 6 months fevenue expenditure on ils core aclivrties lo finance theses evenlualilies should they ctcur. In the event that these reserves significantly this amount in any one year the Management Committee will delemiine a planned use of these excess reserves on activities in the following financial year. 'Core aclivilies, are defined as those general advocacy aelivrties funded from the core grant received by Dudley Advocacy Limited. The reserves will be maintsined in a fomi realisable wrthin 28 days. On this basis the required level of free serveS al 31 March 2022 was £234.000 and the actual level of free reserves was £166.000. Reserves held now ensure thal Dudley Advocacy Limited are able lo continue lo provide non slalulory advocacy for many people until addItn81 fijnding is obtained as the core grant received by Dudley Council has now slopped. Rlsk Managamont The directors and Iruslees monitor the major strategic. business and operational risks which the charitsble company faces lo ensure that systems are adequate to mitigate these risks.
DUDLEY ADVOCACY LIMITED TRUSTEES. REPORT (CONTINUEDI(INCLUDING DIRECTORS, REPORT) FOR THE YEAR ENDED 31 MARCH 2022 Future plans We will continue lo work on a continuous progiamme of improvement and development so that Dudley Advocacy can continue lo provide a user led. independent. efficient, responsive, adaptable service. We will continue to provide non statutory advocacy for people who do not fil the criteria for ststulory advocacy due lo the limitations of the services. Our Volunteer and Parent project will ensure that the people who have no access to stalulory advocacy will conb'nue to be supported in the way they wish lo be and with issues that are important lo their quality of life. We will continue the support we offered lo older people who were left isolated during the pandemic and ontinue lo be at nsk ol social exclusion and loneliness. We will continue to explore other sources of funding so that we can continue to provide non statutory advoc3cy for people who have no other help from slalulory providers structurg. governance and managgmont The charitable company is consliluted as a company limited by guarantee and was sel up by a Memorandum and Articles ofAssocialion on 7 February 2005 as amended by special re501utions dated 1 June 2005 and 26 July 2006 The objects of the charitable company are to provide an advocacy service, lo assist in any way any person with a disability, including, bul not reslricled lo, learning drfficullies, physical disabilities. mentsl illness or age. The day lo day running of the charity is delegated lo the chief officer under the supervision of the trustees. The charity is also grateful to a number of volunteers who assist in various capacities. Members ofthe Council of Managoment All directors of the company are also Iruslees of the charitable company and there are no other trustees. None of the Iruslees have any beneficial interest in the company. All of the Iruslees are members of the company and guarantee to contribute £10 in the event of a winding up. All trustees that served during the year are listed below.. D Price Ichaimianl Mrs C M Grimmitt IDeputy chairl J Turley KEDrew Mrs J Shiels Miss J Jandhu The trustees are ele¢led from the membership of the organisation. Trustees are nominated, proposed and seconded by members and carried al the AGM. Trustees are able lo co opt a person to the committee for their expertise and knowledge. usually from slalulory organisations, however those persons ¢0 opted have no voting powers. Asset cover for funds Note 16 sets out an analysis of the assets attributable lo the various funds. These assets are sufficient lo meet the charity's obligations on a ftjnd by fund basis.
DUDLEY ADVOCACY LIMITED TRUSTEES. REPORT ICONTINUEO){INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2022 InvèBtmentB Under the Memorandum and Articles of Association the chafitsble company has the power lo make any investment which the directors and Iruslees see fil. The Iruslee8' report Was approved by the 8oard of Trustees. O/f/J 67 D Prlcg (Chairman) Trustee Dated..
DUDLEY ADVOCACY LIMITED INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF DUDLEY ADVOCACY LIMITED report lo the Iruslees on my examination of the financia1 slalemenls of Dudley Advocacy Limited Ilhe charitable companyl for the year ended 31 March 2022, which are sel out on pages 7 to 20. Responslbllltles and basls of report As the Iruslees of the charitable Company {and also ils directors for the purposes of company lawl you are responsible for the preparation of the financial slalernenls in accordance with the requirements of the Companies Act 2006 Ilhe 2006 Acll. Having satisfied myself that the financial statements of the charitsble company are not required to be aLJdited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the Charitable company's financial slalemenls carried out under section 145 of the Charities Act 2011 Ilhe 2011 Act). In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 14515llbl of the 2011 Act. Independent examiner's statement Since the charitable company s gross income exceeded £250,000 your examiner must be a member of body listed in section 145 of the 2011 Act. I confirm that l am qualified lo undertake the examination because l am a member of Qualified member of ICAEW, which 1s 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 rne cause lo believe that in any material respeel". accounting records were not kept in respect of the charitable company as required by section 386 of the 2006 Act", or the financial slalemenls do not accord with those records, or the financial statements 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 the financial statements have not been ppared in accordance with the methods and piinciples of the statement of Recommended Practice for accounting and reporting by charities applicable lo Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021. I have no concems and have come across no other matters in connection with the examination to whrh attention should be drawn in this report in order lo enable a proper understanding of the financial statements tobe ched. Christopher Cooper F.C.A., F.C.C.A Price Pearson Qualified member of ICAEW Finch House 28-30 Wolverhampton stet Dudley West Midlands DY1 1DB Dated". 2(0 i ofzt
DUDLEY ADVOCACY LIMITED STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2022 Unrestricted Restrictsd funds fund8 Total 2022 Total 2021 Notes Donations and legacies Charitable activities Investments 59,120 213,940 59,120 282,799 59.120 284.007 16 68,859 Total income 273.064 68.859 341,923 343.143 Charitable activities 260,311 70.859 331,170 295,955 Net incomellexp&nditure} for the yearl Net movement in funds 12,753 12,0001 10,753 47,188 Fund balan5 al 1 April 2021 221,008 2,000 223,008 175,820 Fund balances at 31 March 2022 233,761 233,761 223,008 The slalemenl of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities. The slalemenl of financial activities also complies with the requirements for an income 8nd expenditure account under the Companies Act 2006.
DUDLEY ADVOCACY LIMITED BALANCE SHEET ASAT31 MARCH 2022 2022 2021 Not¢s Fixed assets Tangible assets Current assets Debtors Cash al bank and in hand 10 67 334 12 15.885 232,810 2S,502 229,384 248,695 254,886 Credrtors: amounts falling due within one year 13 115.0011 {32,2121 Nel current assets 233,694 222,674 Total assets less current liabilities 233.761 223.008 Income fvnds Reslricled ftjnds Unrestricted funds 15 2.000 221.008 233,761 233.761 223,008 The company is entitled to the exemption from Ihe audr( requirement contained in section 477 of the Companies Act 2006, for the year ended 31 March 2022. The trustees acknowledge their responsibilities for ensuring that the chanty keeps accounting records which comply with section 386 of the and for preparing financial statements which give a true and fair view of the slate of affairs of the company a5 al the end of the financial year and of its incoming reSoUrS and applicab.on of resources, Including its income and expendrture. for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 20( relating to financial statements, so far as applicable tr) the company. The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting rrdS and the preparation of financial statements. The members h8ve not required the company to obtain an audr( of sls finanual statements for the year in question in accordance with section 476. These financial statements have been prepared in *cOrdan with the provisions applicable to comFanies subject to the small companies regime. The financial slaternents were approved by the Trustees on............... ....... D Price (Chaiman) Trustee Mrs C M Grimm IDeputy chair} Trustse Company Regr8tration No. 5354254
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022 Accounting policies Charlty infomiation Dudley Advocacy Limited is a private company limited by guarantee incoTporaled in England and Wales. The registered office is The Savoy Cenlre, Northfield Road, Nelherton, Dudley, Wesl Midlands, DY2 9ES. 1.1 A¢¢ounting ¢onv¢ntion The financial stslements have been prepared in acLordance with the Charitab company'5 goveming document, the Companies Act 20C6 and -Accounting and Reporbng by Charities. Statement ol Recommended Practice applicable lo charities preparing theii accounts in accordan with the Financial Reporting Standard applicable in the UK and Republic of Ireland {FRS 1021 (effective 1 January 20191" The charitsble company is a publ Benefft Entity as defined by FRS 102. The charitable company has taken advantage of the provisions in the SORP for charities apptying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows. The financial statements are prepared in 51eding, which is the functional currency of the charitable ompany. Monetary amounts in these financial statements are rounded to the nearest £. The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are sel out below. 1.2 Golng con¢em At the lime of approving the financial stalemenls. the trustees have a reasonable expectation that the chanlable company has adequate resou$ lo continue in operatronal existence for the foreseeable future. Thus the trustees continue to adopt the going concern basi5 of accounting in preparing the financial statements. 10-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 A¢¢ounting poli¢i•s (Continu•dl 1.3 Charitable funds Unrestricted funds are available for use al the dis¢tiOn of the trustees in furtherance of their charitable objective5 unless the funds have been designated for other Purposes. Unrestricted fund3 Core Services This is the general fund of the charty funded by Dudley Metrop)ITtan Borough Council IDMBCI. Independent Mental Capacty Advocate {IMCAI This service is a 51alulory advocacy project which began in April 2007. It provides vulnerable people who lack capacity advocacy supwrt to make decisKJns regarding accommodation issues and serious medical Ireatrnenl. It can also provide support to people at reviews and rf they are subject lo an Adult Protection order. Unrestricted designated funds These comprise fvnds which have been set aside al the dis0 of the trustees for specific, but not legally binding purp)ses. The pu05e5 of the designated funds are set out in the notes to the accounts. Restri¢t¢d funds Restricted funds are subj.ect to specrfic conditions by donors as lo how they may be used. The purposes and uses of the reslncled funds are sel out in the notes lo the financial slalements. 1.4 Incomlng resour¢¢s Items of income ale recognised and included in the accounts when all of the following criteria are met". -the charity has entiuement to the fvnds". -any perfomiance conditions attached to the items of income have been met or are fully within the control of the charity., -there is sufficient rtaInty that the ieceipl of the income 15 considered probable,. and -the amount can be measured reliably. Donations and legacies Included are grants receivable from Dudley Metropwjlttan Borough Council to prowde core funding for the charity's activities and other small donations. They are accounted for gross when receivable, as long as they are CApable of financial measurement. Project grant income Grant income represents grants recerved for specffic projects within the chartty's aclivrties. Grant income received which is subject to condrtions belore il can be spent, is deferred and carried forward in creditors in a Defer income untsl the condrtions have been met. Other incom• Other income is accounted for on a receivable basis. Int¢r&$t Interest on funds held on deposit is included when receivable and the amount cèn be rneasud reliajly by the charity,. this is nomially upon the nolrfKation of the inlerest paid or payable by the bank. 11
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED} FOR THE YEAR ENDED 31 MARCH 2022 Accounting poli¢i•s Continued) 1.5 Resources expended Expenditure Is recognised once there is a legal or conslruclive obligation lo make a payment lo a third party. il is probable that a selllemenl will be required and the amount of the obligation can be measured reliably. Expenditure on charitable activities is in respect of Advocacy setvice for vulnerable people. Allocation of support costs Support costs are those functions that assist the work of the charity bul do not directly undertake chaiilable activities. Governance costs are included within support costs and comprise costs involved in Ihe p11 accountability of the chaiity and ils Complian with regulation and good practice W)ere expenses are incurred which relate lo more than one of the charity's activities these are allocated beeen projects and core services on the following basis". On an actual basis wherever possible or otherwise the Iruslees. best estimate. Irrecoverable VAT is charged 85 a cost against the activity for which the expenditure was incurred. 1.6 Tangible fixed assets Tangible fixed assets are initially measured at cost and subsequently measured al cost or valuation, nel ol depreciation and any impairment losses. Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases". Plant and machinery Furniture, fixtures and fittings 33.33% p.a. stra1ght line basis 25% p.a straight line basis The gain or Ioss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the ststemenl of financial activities. Individual items under £200 are not capitalised. 1.7 Impairment of fixad assets Al each reporting end date, the charitsble company reviews the carrying amounts of ils tangible assets to determine whether there is any indication that those assets have suffered an impaim)enl loss. If any such indication exists. the recoverable amoijnt of the asset is eslimaled in order lo determine the extent of the impairment loss lif any). 1.8 Cash and cash oquival•nts Cash and cash equivalents include cash in hand, deposits held al call with banks, other short-lerm liquid investments with original malurilies of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities. 12-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 Accounting policies (Continued) 1.9 Financial instruments The charitable company has elected lo apply the provisions of Section 11 'Basic Financial Instruments, and Section 12 '01her Financial Instruments Issues, of FRS 102 to all of ils financial inslrumenls. Financial instruments are recognised in the charitable company's balance sheet when the charitable company becomes party lo the conlraclual provisions of the inslrumenl. Financial assets and liabilities are offset, with the nel amounts presented in the financial slatemenls, when there is a legally enforceable right to sel off the recogni5ed amounts and there is an intention lo settle on a nel basis or lo realise the asset and settle the liability simultaneously. Basic financial assets Basic financial assets, which include debtors and cash and bank balances, are initially measured * transaction price including transaction costs and are subsequently carried al amortised cost using the effective interest method unless the arrangement conslilules a financing transaction. where the transaction is measured al the present value of the future receipts discounted al a market rale of interest. Financial assets classified as receivable within one year are not amortised. Impairn7ent of financial assets Financial assets, other than those held at fair valLJe through income and expenditure, are assessed for Indicators of Irnpairment at each reporting dale. Financial assets are impaired where there is objective evidence that. as a sU11 of one or more events that occurred after the initial recognition of the financial asset, the eslimaled future cash flows have been affected. If an asset is impaired, the impairment loss is the difference between the carrying amount and the present value of the estimated cash flows discounted al the asset's original effective interest rate. The impaimient loss is recognised in nel incomellexpenditurel for the year If theTe is a decrease in the impairment loss arising from an event occurring after the impairnient was recognised, the impairment is reversed. The reversal 15 such that the current carrying amount does 1 exceed what the carrying amount would have been, had the impairment not previously been recognised. The impairment reversal is recognised in nel incomel{expendilurel for the year. Dere¢ognition oi financial assets Financial assets are derecognised only when the conlraclual rights to the cash flows from the asset expire or are sellled, or when the charitable company transfers the financial assel and substantially all the risk5 and rewards of ownefship lo another entity, or if some significant risks and rewards of ownership are retained bul control of the asset has transferred lo another paty that is able to sell the assel in its entirety to an unrelated third party. Basic financial liabilities Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt Instrument is measured at the present value of Ihe future payments discounted al a market rate of interest. Financial liabilities classified as payable within one year are not amortised. Debt instruments are subsequently carried al amortised cost, using the effective interest rale method. Trade Creditors are obligations to pay for goods or seNices that have been acquired in the ordinary course of operations from suppliers. AmoLJnls payable a classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities Trade Creditors a recognised initially al transaction price and subsequently measured at amortised cost using the effective interest method. 13-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 Accounting policies {Continued} Other financial liabilities Derivalive5, including interest rale swaps and forward foreign exchange contracts, are not basic financial instruments. Derivatives are initially recognised al fair value on the date a derivative contract ts entered into and a subsequently re-measured al their fair value. Changes in the fair value of derivatives are recognised in or in finance costs or finance income as appropriate, unless hedge accounting is applEd and the hedge is a cash flow hedge. Deracognition of flnancial liabilities Financial liabilities are derecognised when the charitsble company's contractual obligations expire Of are discharged or cancelled. 1.10 Employèe benefits The cost of any unused holiday entitlement is recognised in the period in which the employee's SeNiS are rece1ved. Termination benefit5 are recognised immediately as an expense when the charitable company is demonstrably committed to terminate the employment of an employee or to provide lemination benefits. 1.11 Rgtirgmgnt benefits Payments to defined contribution reb'rement benefit schemes are charged as an expense as they fall due. 1.12 Leases Rentals payable Ljnder operating leases, including any lease Incentives received, are charged to income on a slraighl line basis over the term of the relevant lease. Donatlons and legacies 2022 2021 Grants receivable for core activities- Dudley MBC 59,120 59.120 The total of £59,120 received in 2022 and 2021 relate to unrestricted funds. 14-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED FOR THE YEAR ENDED 31 MARCH 2022 Charitable activities 2022 2021 Dudley MBC- IMCA Dudley MBC - People with complex arnIng dff.es Dudley MBC CareAct Lottery giant Out of Borough Relevant Person5 Representative Dudley MBC other IRPR I Pilot Projecti The Tudor Trust 48.510 30,192 88,352 48,510 30,192 44,352 30,411 63,272 15,270 52,000 68,888 8,190 38,667 282,799 284,007 Analysis by fund Unrestricted fvnds Restricted funds 213,940 68.859 282,799 For the year ended 31 March 2021 Unreslricled funds Reslricled funds 171,404 112.603 284,007 Investments 2022 2021 Interest receivable 16 15-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 Charitable a¢tlvltle8 2022 2021 Stsff costs Depreciation and impaimient Staff training Rent Travel & 5ubssslence Printing, postage & stationery Telephone & Intemel Insurance Sundry expenses Computer costs Consultancy fees Bad Debts wntten off 268,082 267 2,778 3,565 4,025 324 3,022 1,977 2,610 2,813 31,850 2,512 266,730 876 3,280 3,427 1,427 552 3,246 1,969 3,511 3,589 323,825 288,607 Govemance costs (see note 61 7,345 7,348 331,170 295,955 Of the £331,170 expenditure in 2022 12021. £295,955). £260,311 12021. £185,352) was charged lo unrestricted funds and £70,85912021.' £110,603) lo restricted funds. Govamance Governance costs 2022 2021 Basls of allo¢atlon Staff costs Accountancy Printing & stationery 2,585 4,560 200 2,585 4,560 200 2,575 Stsff lime 4,573 DI¢t 200 Eslimaled 7,345 7,345 7,348 Accountancy includes £1,000 {2021'. £1.0001 for the external scruts'ny and £3,56012021.' £3,573) for other servIs. Trustee8 None of the Iruslees lor any persons connected with them) received any remuneration or benefits during the year. 16-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS {CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 Employees Number ofemployees The average rnonthly number of employees during the year was" 2022 Numbor 2021 Number Employment costs 2022 2021 Wages and salaries Social security costs Other pension costs 242,268 24,032 3,732 239,377 23,645 3,764 270,032 266,786 There were no employees whose annual remuneration was £60.0(Kl or mo. Taxation In the opinion of the trustees, all income of the charity in the yeaf is outside the scope of income tax or corporab.on tax. 10 Tangible fixgd assets Fumi[•. fixtures and rrtbng$ Cost Al 1 April 2021 11.254 Al 31 March 2022 11,254 Oepreciation and impairment At 1 April 2021 Depreciation charged in the year 10.920 267 Al 31 March 2022 11,187 Carrying amount At 31 March 2022 67 Al 31 March 2021 334 17-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED FOR THE YEAR ENDED 31 MARCH 2022 11 Financial instruments 2022 2021 Carrying amount of financial assets Oebl instruments measured at amortised cost 1 5,085 23,526 Carrying amount of financlal Ilabllltles Measured at amortised cost 4,001 15.545 12 Debtors 2022 2021 Amounts falling due within one year: Trade debtors Other debtors Prepayments and accrued incorne 14,163 922 800 22.776 750 1,976 15,885 25,502 13 Croditors.. amounts falling dug Within one yoar 2022 2021 Notes Deferred income Other creditors Accruals 14 11,000 16,667 11,545 4,000 4,001 15,001 32,212 14 Deferred income Deferred income is included in the financial statements as follows.. 2022 2021 The Tudor Trust 11,000 16.667 18-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED FOR THE YEAR ENDED 31 MARCH 2022 15 Movement In funds The income funds of the charity inclLJde reslricled funds comprising the following unexpended balan$ of donations and grants held on trust for specific purposes.. Movement in funds 84lan¢e at 1 IncomSng Resources Balance at 31 April 2021 resources expended March 2022 Unrestricted funds.. 221,008 273, 1260,3111 233,761 Restricted funds.. People with complex learning disabilities The Tudor Trust 30,192 38.667 130,1921 140,6671 2,000 223,008 341,923 1331,1701 233.761 Peoplg With complex learning difficulties This is funded by Dudley Melropolilan Borough Council and offers support to people with complex leaming disabilities. The Tudor Trust Funding from The Tudor Trust has been used lo support the costs of the Parent Advocacy team, mainly salary costs of the Parent advocate and The Volunteer Development officer. 16 Analysis of net assets between fund8 Unrestricted funds Restrlcted funds Total Fund balances al 31 March 2022 are represented by.. Tangible assets Current asselsllliabilitiesl 67 233,694 67 233,694 233,761 233.761 17 Flnan¢lal ¢ommltm•nts, guarantees and conting8nt liabilities There were no signrficant liabilities at the balance sheet dale12021 £Nill. 19-
DUDLEY ADVOCACY LIMITED NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2022 18 Operating lea8e commitments Al the reporting end dale the charitable company had outstsnding commitments for future minimum lease payments under non-cancellable operating leases, which fall due as follows.. 2022 2021 Within one year 3,276 3,183 19 Capital commitments Capital commitments contracted for al the balan sheet date amounted to £Nil12021- £Nill. 20 Control and limited Ilability The charitable company is not under the control of any one particular paty. The charitable company is a registered charity and has been granted the power to dispense the word 'Limited' from its name. The liability of the members is limited by guarantee to a sum not exceeding £10 in the event of the company being wound up. -20-