Cumbrla Councll for Voluntary Service (A ¢omp•ny limlted by guarnnlee) Annual Report and Flnanclal Statements 31 March 2025 Company rnglstrnllon numb•r: 06178289 Charlty roglslratlcn numb•r: 1119671 dOdd&co AEH)LC90' 1611212025 COMPANIES HOUSE
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lThY0)ernI1 audttors. rnF#%I 10 ststement of Ilnandal ac¥llkns 14 Balwc sheet 15 Cash (l(A¥ statement 16 Notes to ihe financial statements 17
Ch•rttyngl•lrnllon numbor 1119671 Company r•gtstsatsoft numbor 06178269 Prlnclpal olThco Shaddorwte Centre Shaddowate CARLISLE R•gl8tor•d offl Sh8ddongale Re50ur(* Centre Shaddongate CARLISLE Ch2 sr Tru•t• S Gregory, Ch8lr S Sewdl K Ward C W811 K Dutt( {reslgned 3 fv¥nl 2024) J Rush S Smllh Jscrnthr Dr C (appolnled 2 May 2024) L M VancA Chl•f •x•cuUv• offic•r & ¢ornpAny ••¢r•tsry D Allen (retslgnod 26 Marth 2025) C E Olley (appointed 26 Mafth 2025) O•ftk•rn Unlty Trusl Bank PIC Nine Brindlèy Place BIRMINGHWI B1 2HB Auditor Dodd & Co Audit Lirnited FIFfEEN Rosehill Montgo Way R¢)sehill Estate CARLISLE CA1 2RW
Cumbrfa Counrll for Volunlary S•rvlc• 12024 to 31 Marth 2025. The Annual port Ser Its ol a Tfilee rew)rt and a rfwe¢Ao under (x)mpany law. The TnleaS confimi Ihal tho Annual report and finaDu81 slatements of Ihe dwritable ¢xmpany (x)mpty the stabjtory lleftnts. the rnquirements of tho tharitable mpan$ governing d0men( and the provisions ol the Stalemenl of Re(XynThnded Pradlo (SORP) applicable lo ckniilies prrIng Iheir a(xx)unts In acithafft wilh Ihe Fin8n(81 Rerthing Slandard applicabl8 in Ihe UK and Republic of Ireland (FRS102) {effecve l January 2019). OWECTIVES AND ACTivmE8 •) Poll¢lo• •nd ObJ•ctlv•• The obJecUv¢s of the dwnty are.. to promote any tharitable purposes lor tl benefft of the (MMUnity in the non metropolitan c<)unty of Cumbria and surrounding areas Ilhe -area of benefifl and In parkn18r (bul V&ilhoul prejudice to tho generalty of the foregoirvJ). tha advanctmenl of education. the proleclion of health and the reli of povèity, distress and skdtnoS8: to pn)ffK)le and organlse c¥wer¥tion in the achieveThnI of the above purposes and lo that end to brfTrJ together in c4urKil represenlaUves of the voluntary organi8ations ar statutory authorities within the area of benefiL In setting obpctr48s arKI plannlThJ for a¢tsvities. th8 Trustees have gpMI due cvnsijernlicm to general guldarK• blished by the Charity Cornmissi relating to public befil includif¥J the guklance Public benefiL' runniry a charfty {PB2)'. b) Strztoglm for Khl•vln9 obJ•clh•• In th• >•ar The tharity has tinu to pff>Jress its strate9lc plan that defiS 4 over-arching slTrtegic aims in supw1 ofour sOrn Chor¥Je- Moke Cumlxia a better Pl to lfve by seeking pxitsve sy4t•m thange. Idenbfy •nd Meet Gaps- Identtfy and meet bjenttfied del1¥ gap to add Val ond o)ntAbut8 pos6th1y to th8 I1 Infrastructure Ihrwgh mnslsl8nt.good enough" 8er¥kxs whlch athlovo planned w1com, In p8rtner5hip Wllh othern. Effective and Sustshable (ganlsatlon - Ensure thal Cumt¥la CWS Is an effeclve, su$lolnable. we1kreS¢rC8(l. and 9Ju¢e crfganisalion with engaged and happy oJlle8gues. SupKuUng M¢mb•rn - Supp)rt our memb•r• Io rn8pond to changes In enthnffl•nL d•mands and a#piriNJ to 8thle¥e thdr c+arllable alms by dwdoplng and clneIng th•m. helping to maxhmls• thalr potentl•l and enabl8 thoir¥olrAs lo be heard. c) Acuvltles undertak•n to achlovo obAoctlv8s AJI the years. aclpiilm ISed on. and undertaken to further. our thafltable purposes far public boMIlL Thmughout 2024r25, Cumbria CVS dellvered a rnnge of actiwties as detailed In Ihe Strategic plan and Ihe Annual Revlew of 202Y24 shared al tharlvs AGM In Penrilh In Novèmber 2024. All dell¥ery was In aConCe with th• contractormundlng rnqulrements. Obp¢bvesfor the year induded.. Supporting the Ihirf (also kKKrn as volunlary. rxnmunty. laith and socjal entwwise) sector to acce5S funding. buAd opacity. and addrtss (tsnges F•rJllallng aThd supportiry the rK#uitsnent. training, and pFawnent ol volunle8 Delr¥eiiNJ a rafige of dire¢1 ser¥k$ through a varlety of key patherships Suppoitiry arrft developiroj tr third serAorfs strategc lnfiUer arxoss Cumbm arxl beyorKI
and So(i81 Investnnt) A(a 2016. No social uNethents hwe be de by the rtharity. e) Grnnt Ilaklng Polldos Cumbrla CVS holds a small granl fund on behalf of Ihe Tntslees of Ihe EAC Wiight Chathblo Tnjst and makes aWdn15 ¢ up lo £1,000 frK any dwrilable purp050. l) Volunt••r4 We have a ryde rdrye of vdunleer5 wIx trtrM8 iheir skilb and expertise to help V47th the rnnning of CUTh CVS and lo supkYt indivldual pmiects. partira(admInI$tralIYe tasks. digilal delivery. social media. and grapl deslgn volunte8r5. ACMIEVEMEPITS A14D PERFORMANce a) Maln Achl•v•m•nt• of th• Charlty Cumbria CVS has continued to deliver highly suttessfvl wtc4)rw Ihri)ugh its major partrlership proleds (see revlow of athhles below). We (x)ntlnued to strengthen patheTrhips belwegn the third Sedor and the heallhcaro seclor. launcing new Sen$ and p8rlnernhips. Our •ngagamont wllh tho thln1 8•dor and kKal governffffil wnonues lo gr(w. strengtrbgnlng tyjr ablllty to present the interests of our rnemtrrtI¢%taf1y in light of the Local Govemnnl Reor9anisation in &Jmbria and the e$lalShment of Lo(xl Auth(xill from 1 Awil 2(Y23. While these new Stru(uTeS are still setuing. remain fulty c4ynmitted lo ensuring our EMbers. VOILW aTr heard and thelr needs are met Th1$ mmItMent W11 contiwe io guide our th as na810 the emj18pe. b) K•y P•rfornwnc• Indlc•torn Al t)ur wojeds and athi1185 arp assessed agatnsl Trlevant key perf<man Indlcalors - eath lallored to tr pmied outC4YTW and requirements of Ihe furthr. Perfornmnce is assessed through a rnnge of methods. indudirvJ delivery metri¢s. recApienl fwlback. lundraisir¥J athieved, and sFefiC outcomes realised. We ntinUed io supp)rt evaluotrm and rese8th prncllrn auoss the voluntary sector wllh a Nmber of speafic prngramnw arxl webin8fS. c) R•vl•w of Acthfti Supportlnq th• Thlrd Sectsr to a¢¢oss fvndlng. bulld ¢ap•and addrnM ¢hnge We PrOed a rnnge of Infornation and SUFVOrt ser4i¢e$ io help tho sector actsss fvndlrwj. build capadty arrfj address thange. 1.90D p•opl• wpport•d thrwgh our Mints, nerj opptUnItIeS arKI tralnlng sebNIc•8 500 Cumbria CVS ffftrnbers 131.128 website visits. over 2.000 FboOk and 1.LKIO Linkedln follimr5 110 and blryj posts produced Our onllne fijrmling portal. Open4Cammunlty. launched on 1st Aprll 2024, gMTV voluntary. mMunIty, falth arrfl SOCAal enterprlse organisations across Cumbria the abilty to search for potenlial sources of funding tailored io Iheir needs. Tr [tal has proven io b8 highty popular. wilh 458 oryJanisations regitAering and QJndudiThJ their owTh sèarches in Its first year. We also deliv¥ed a series of fundln9 fairs across Cumbria. alongside wr monlhly"FOS on FundirKJ" updates. vthith pm¥lde details of furKliThJ opportunities, uprx>rniry worksh¢)ps. and praGttol liFAs lor successful aprAalJon$. Pago 3
Voluntewir#J in Numb. • 467 volunteerir¥J ¢)pportunTlies ttiTed on th• . 546 volunlegrs regislervd on tho porlal . 9 volunteering laits hold auoss the cnty • 95 organisatiorts supported one to one • 32 (Mtmuntyav8ntslvolunteerSng talks deliver•d DeliveruwJ a range of seTh&xs thmugh a variety of parbwtships wr-8edrttk Basits" proied is part of the ransfomiing West Cumbria" prrJramme. delpTed in rA)Ilal)oralion rylh Cumbria Community FourKlatsoTr arKI Sellafield. In June 2024 Bedrr BasiLZ Isted a Cetebration Event in working1. slwcasing the proierfs wo and celebrating some of the 295 oryanlsatloThs supported during Phase 101 the pr4e¢t from 2021-2024. Ph888 2 was1oun¢hed in July 2024 and ill fun for Iwo years lo June 2026. Supporilng South Copeland pro¥ldes muth needed oTr-IPtrground support to loLzl volunlary, communlty falth and $ocAal enterwise IVCSE) organisations. The project supported 30 orpanisations thi$ year and has helped groups Sere over £2W.000. The prwt supported OanISaOn¥ wlth govemarK. funding. volunteer recruitment, polldes and pffjcedures and trdining. WeslJnorfarKI and Fumoss Council - In collaborallon lth the UK Shared Prnswrity Fund - enablod us to feach 457 onJJnisations auos8 the authorfty ttwough our This Is U8. projec( tlId1 c8pat>ty, krth¥ledge arKI c4pabilty and sharing it with vduntary and publlc partn•rs. The 8180 crealod and adv•rdsad 273 new volunleering opwtuntlios. South Lqkos Povety Tnth Commisslon seeks to arWer qu0511on W1 W people wl#) strtygled against povety ¥4we Invofved in makir¥J decisioTrs about taLJiThJ , Thls yeaT the W¢Jing GfOUPS f(#%sed on.. Povety and Communty Hubs; Povwty and Menial Heallh: Povety and t)0n Ab and ViolencA; and Povety and The Funs5 for You P8thernhip- a parthershlp vAlh ten local third sector tjryanisations lo ta&J8 dwonic isolation by engagln9 wilh the cnmrnunty- tsckled Isolatl and Inueased community resilieno by a syBtem for offerir¥J blunteerIng opporlunili•$. on&tOwone SUPWfL bullding skllls a1 wanding sora81 ne{rs. 1,448 conversalions V•pre held wilh membern of the Furness cfjmmunty events durirvJ the project. Oaspite another yr ol turmoll and thaThJ8 wlthln our local health and c•re systems in Cumbrkn. our Heallh Partnerships Team rAJntinues to support tha sector lo dri¥¢ integration. thange and Innovatlon. In North CumbrTra. third sector organlsatlons led developing an innovative appfoech lo menlal health delrvery in Whitehaven. Hope Haven now opernte$ an acosslble, CA)rnmunty-b8sed mcKlel of ca. including sorne dinic81 uisis inter4entw)ns alongsid8 a 51gnifKant range of psytho•social support sem$ developed by our sector. Our sector now leads tY) key syslemwwldo pathershlps In NoFth Cumbrla. The three hosp5 organ15Btlons host arKJ lead Ihe End-LIle Partnershlp IEOL). and Cumbrla CVS hosts and lèads tho North Cumbfia Sodal Presulblng Sieerlng Group. Our Thiryl Sector Referral servi rec£Ned 994 referrals thls year - lping people benefft from Il voluntary 5edorfs nOrdInical support ser¥lces across the county. We also channeled £17.745 thrDugh to other thirtl sector Oryanisatrons to delNer community support pmgramme Our "Step F£Mrd into VolunteerirKJ and Empwff*nf Pfogramma helped 110 people wllh expertenc• of slgnificant menlal h¢81th Problems to achiove paid employmenl {46). volunteer opporknnittes144), education and trainlrq (101 and employment rntenlion {10) in North Cumbria. This programm• 59 delivered in collabor¥tion wlth The Glenmore Trust and CarfLslè and Eden MIND. Our 'A{ for Hoalth" nelwoth mat six tsmes thTrJuglthrt tho year (63 onjanlsallons attendin9) and our 913 members re¢elved regular Health and Wellbeing bullelins. The Mentsl Heallh wovider forum af50 grew its membwship by 13% wilh 607 members.
We (Xbftlmuo lo supp)rt the cmla Thi Sttior Neiworf( Exwartive (TSNE), worlng dc• with Cumbria's publlc and Wite lo promole opWjrItsts to represent and pcte i¥Jtiabor3llon with the third se(kn. The dlanges in l(M21 go¥emmenL heallh and wellbeiry systMI. Local Enterprlse Parlnethlp and many other rel8led bxlies has made TSNE rnpresentstion morn dwllenging but ev morn imFlanI. Thts yur. held an online event arDund Devolution. speakers from t#)Ih Unilary Coun¢i15. to help lool group5 Undetarj whai devolution mtghl loc like in Cumbiia. and vrtl benefits a dliw eleded Mayor might brfng lo ts area. Our Communlty Re51110 conI1n0t0r h88 o)Thllnu•d Io 8UPPQrt lnty.¥d• TAth on Lxffimunlty h•sIOn, erneffgency pl8nnln9 and rasponse as well as fijrther developing th8 Povety Strategy Referen( Group. W6,¥0 helFed to coonlinate wiyk lollowing severe llocKling In Stockdalew8lh in May 2024. C4ynmunity lensions rose aller the summer S(¥Jthport stabblngs, with subsequent flots f(Kussed on as)rfum ttlnllngency hotels: whilst in(xdents of dl8order in Cumbria lew. many communlty members felt thr68lened, and cwrdinaled a ries ol meellr8s bringing together (yxnmunty grDups and stslutwi seclorfKganisation$ to ensure a Jolned up fesponse. Cumtria CVS staff continued to en9ag8 In a rnnge of publlc sector groups and bodles. tking to rewesent VIO of our mgrnbers and Ihe der thi sector. Wo afe active acTOSS NHS Integrated Carn System r•glon8. Iwo authorilies and in many wn9 parfies, strategy workshops and sleeiing group$. We c¥>ntinue to Wofk vAtrt and support Cumbria's olhor inlTrstructur8 bodles, Indudlng Cumbfla Communlty Foundation, Cumbfia Youth Ajliarth. Cumbrfa S81 Enterprise Partnernhip. Aclion vlth Communides in Cumbrla and ALai¥e Cumbrt•- 8•ohJng lo redu duplkxlion arKI Improve collethe value. d) Fathr• r•lev•nt to achl•v• obJoctlv•s The finandal P610n of Sor ol our lOnei porkners led to TeduGlk)n¥ In the lovel of rjyv gran18 recfve. strEtthing our resources ever lurther 818 dme ol highestfte&Y. Fundrthlng •¢ttvlU•s Cumtyia CVS doos not mInY c•rry oul any ndlrj aCtht8. NANCWL REw •) Golnq Conc•m After nyaking apwopriate enquiries. TnJ$te6s have a reasonable expedation that the (arity has adequats rnsourrm to ccnunue In operallonal ethlence for ihe foresaeable knturn. Although the rknrlty cononues lo make loss&s year on year. the TnJstees 8long senlor managwnent have lom)ulaled 8 plan to take effect in 2025126 finanraal year to $8ve money and the budgel is looking m¢ye posilple frorn th19 year. For this rnason. Ihey ntinue to adopt ihe goin9 conom basi5 in proparing flnancial slatements. Futher delails regaTdiNJ Ihe adtylion of the golng concern basis can be lound in the ac(¥Junting por185 nole 1. b) R•wv•$ Pollcy The 803rrl of Tnjstees. In atXOfdaft(£ llh the agreed poltcy. regularty reviews the level of reserves held by Cumbiia CVS. Tho Policy was updated in June 2020. was reaffimwl in 2021 arKI was revith¥ed in August 2023. tthare FInan Cofflmlttw agreed to rvtaln n unaltered. As prevtously. It states tho1 sufflcbenl should b• held lo address a range ol advws• circumstances including supwitng continued operations in peric•J$ of rinancial dtfficutty and to o>ver outstanding liabilities in thg event ol Cumbria CVS asIng to operate. On this basls the Board of Tru$lees has agreed Ihat. Idealty. the mlnlmum thrnshold level ol unrestricted <xsh reserves to be held should b8 £175,INJO. and a maximum of £350.000. These figures are foNryewed regularly by the Fin8nc su{*Mi8? and adjusted vthen appropriate. On 31st Marth 2025 Cumbria CVS has total rnl a&sets amtwnting lo £924,61812024- £1,034.614). The ma11ty of roserm arn allated as rnstrlcted fvnds held for oTrgolng TrstrlcteLI prolfjcts. Unrestrictod Teserves al 3181 Marth 2025 totalled £311.952 (2024 - É330.654). induding Un$bicIed fund assets of £318.113 {2024 - £327.136) beirrfj held as fued or in¥eslment assets in addilion. The 'Fm Reser¥8s' as ¢aioJlated in arx¥Jrda wilh SORP requirementsarn now nogative £6.161 {2024- negative £135.$92).
Countil foT Volunlary Swvi¢• th8 minimum lovel at 31& Marrh 2025. the TNstees have agreed lo a process for fx>nlinued close of assets and rnselves. tt Mll tske lime lo repl1$h UThTestrided reser¥es to Ihe minimum thrnshDld level and tho Tnjstees 11 wularfy remew uplate a replenlshffI plan to 8chl8vo Ihis over th8 medium to lory twm. c) Matsrlal InvMlm•nt Poll¢y Cumtmia CVS operntes in aCclan wilh the p(hbWS delailed thIn ils Memorandum and tie$ of Association. The 8oard of Twstees has approved a Policy for the Inveslmenl of any surplus funds andlcf SerVeS wtiith supports the PneAleS ofethical inves1ThL11 Provides for an appropiiate balants ot. malnlaining and. rf possible. enhanciry the v81ue of th8 invesied fvnd$. 80 8$ tr> enable the drity to rry out Its In the lorBertenn. ond vthere posslbla. wovlding an Incorne lor Charlty to tyJt tt8 acvlllos and purpose effeclhety ID the short lerni; Dwlng 2024r25 InVestnntas restricted to reipt of monlhty iniernst on Immedlale ae$S bonblIdIrj society accounts, and the (tharitys mntinued invesknent in prnperty. d) Prfnclpal Rl8k• •nd Unc•rtalnll•• The prfnclpal flnan(a&l r15ks and unc•rtalnll•s for Cumbrla CVS are.. Th? rlsk of tentIal volatSlNy In Ihe value of, and un(¥tainty in the rocelpl of. sulllclenl annu fvnding grants-pa1br1arfy unrestrlcted fvThJs. This risk is heightened by the ongoing ec¥rKfflic (allerGes facing the UK irdudin9 the ll)TrJer4e irnpact ol COV1[19 parKleml¢ and Ihg rrefit dtrTrbJm in the UK a)My. These fa(aorn may affect toth the availalty of fundlng aThl the priorilies offijnders. Th• rfsk thgl ecornrnlc unrtaInty may also c¥oate a short to modium t•m fisk lor mafk81 value of our property kn¥8Stments. and thetr ablllty to genernto rnntal Inc4)me tharlty. The rtsk that th8 (st of frjlfilllng proF4Jsed Sndp41dud wdect actsvityes Is Th)1 aLruratsly l131ed arrfl budgeted to erre that granl funds are sufficient: and Ihe ass(Ki8ted fk that fvnded propcts are not effectively managed in lino ith their finile budgets. This rlsk i8 managed opdIa1fy by applicalon of dear Wides aThl woc•dur85 to ensure ar(810 funding bkls and projecl budgel manag8rn8nL These rlsk5 and uncert8intios are dosely ar#J regularfy monltored by senior management and by the B(rd of Trnstees In acAX)rdance wllh agreed fiMn(xal ii5k management oblecllves and PcAicle8. Ongolng finarK*I parfofmanc• 18 monitor•J dosely lo ensure that rf#ks are not m8leri8lising Inio Issues. and to decMI8 Ihfiat remedial aclionls requlrnd should they m•lerlatbe. •) Flnancl•l Rl•k M•n•g•m•nt ObJ•¢tlvM and Pollclo9 A sysiem of finandal rAannirrfJ. leWIng. and rpwyiing 15 in plao to aSSiSt the Board of Trustees bn malnlaining very dose monil(Jrlng of financial perf0rrnan whilst unrestsi¢tod cash reserves are al Irml levels. The oble(thes of fimnclal rlsk Management are to mak• surn that Cumbri• CVS do10 and m•inl•ln8 8U6tainable. Ixirnpllanl. financlal health by ensuring that.. an Amnual Budget Is agreed and approved by the Tnle8 Board eath ywr and that performanc• against the apwoved Annual Budget 1$ frequenlty revlewed by bolh managThntar¥J Tnjstees, Ihere is clear accountsbility and defined authority te¥els ftK grdnl bid submission. proiwA budg¢t apwoval. and operntion81 expendilurn, PrOrement ol goods & serylrth is CAdUCted In ac¢ord8nce wilh the winciplg of Best Value and In ac4x>rdance Vlilh the seven priwptes ol publlc lrfe. The Protsjfement Pollcy was urAl8ted Sr• September 2020. the ¢harity b prote¢ted as far as possible against ts thts of financial uime. ffloney4aundering. and fraud; and Ihat protective procedrn are fvlly compfonlwblh regulatory requirements.
FInan(¥ Pollcy Reswves Polky & Invesbywrt Poll Ano LauThJerfng & Anb Fraud PoliLiVS fj Prfnclpal Fundlng The Statement of Financial Acliv1ti8s shtms a nal dK¥ease for the year of £109,996 {2024- d8(xease £121.550). This results in tolal reserves at the ol the period of £924,618, with £311.952 being unrestrded arKI £612.666 belng restricied in nature. More delali s be found In ts notes io Ihe financial ststernents. The prInpaI fundlThJ for Cumbrba CVS Is In th8 fonn of the recelpt of grants. These may be unrestrlL18d grnnt aw4rd8 to 8UPPOrt the overall 8im8 8nd obJects've8 of the charlty. or restricted grant awat(18 designed to delfv•r 8P6dnc and dearly defined Indmdual adIty&s. Fw 2025126 Truste8s exFed that Ihere i5 likety to be a broad balanc of unrestri(knl expenditure relatrrfe to Unltrted inme. 11 1$ not rrenty anticipated tr1 unrestrict•J reseNes will b8 aterIallY In(xeased in the c<>mlng financlal year. HO¥Ver. trustees wlll commence replenlshment rf Cyran9 OrmstanCeS allow. srRUCTURE. GOVERNANC& AND MANAGEMENT •) con•tu100 The rt(1ty is regiwed as a ctharilatrAe wmpany limbted by guarantee and was 581 up by a Memordndum of AsscKlaOon on 22nd March 2007 and rngislered as a d)anty (rn. 1119671) on 15th June 21X)7. b) M•thod• of Appolntsn•nt or Elocllon of TN•to•s Tho manogeThnt ol tho tharfty Is Ihe responslbllty ol the Trusteos. who are elected and Lym)p under term8 01 the Artldos of As80ca•llon. The Bo8rf ol Trustees consists of a minimum of 5. and a MlmuM of 12. TNgtees elerxed by the membership al tho AGM. A Chair, Victrchalr and Treasurer for ensulrfj year arn elecled at the first rwtlng of tha Board of Trnstees after the AGM. The Tntstees have the power to C(0pt an addthnal 3 rsonS to the Board at any time. ¢) Organl••llon•l Slntctuv• •nd D•¢l•lon M4klng Polkl Cumbrfa CVS Is an Independent tarfty and company Ilmlted by guarnntoe.ll supports vduntsry. cornmunlty fallh and sodal enterprise organisations. hdping Ihem io IlId Iheir capauty, su518in8bility. and effecliveness. TNstees are resPobIe for overall ffranagement and ntrOl. and rKeive reports from the Chlef Execubve. HR suknjrnmittee. and Finance sulFffjmmittee on a regular basis. Cumbria CVS Trading Limited 1$ a subsldiary of charttable company and VAS 5rrated 8$ a privat8 company Ilmited by shares on 241h September 2013. Cumbria CVS Trading Ltd was 0¢¢d Into domwnt slatsjs In 2021. remaining as an 81 wlh 8 £1 nominal valua on tho balanco sheot. d) Pollcle8 Adopt•d for the Inductlon and Tralnlng ol Trustees AJI new trustees aTr prnvided with a pac of infonThation upon appolnlmenl and aiierKI a general induclion sesston delr¥wed by tha Chair and Chief Executive. Cumbvia CVS runs at least one staff and Tfustee training day eaeh year and arran9es iTrhouse training lo meet identified needs on an ad basi5. An annual Twstees. ski115 audlt is carried oul and Ihis Infom)s both ntinuIng Truslee development and ihe recnJilrMnl of new Truslees as fequlred.
•) Polky fDf Key Il•DagwngntPasonnel CUM18 CVS has a of •wing that eath role ihe d¥rity has a defird Job desixiption and IMs( Speufi(aIi selling (•Ji key a$ of RSKX)rriW and aw)untatslty. Eath rnle is evalualed agatnsl CumbAa CVS pay grades whk arn based on Ihe 2019 salary bandlng publlshed by the National Jolnt Couni?l frjr lo1 government SeThis. Indi¥ldual salaries are appfied within Ihis sftlary framewo on a Ixsw-case basls. For reasons ol affoability and effective fin(jaI management the Boanj apPved pay poliv¥ is not to apply an aulomalic annual ease in salary levels for any rule, to opernte a 'pwromn lated Pa annual inL¥ea5e. However, the Chief EXetiVe and Tfuslee Boa1 wlll c(Klder. annually. the affordabilty aml ne(SSbty of awarfliry a dIsconary.1sI of Ir4irwJ' In(xease. by rEferen(t lo any Inllallon Incxease that may be 8pplled io th& NJC wles. Slmllarfy. as rn18s thange and deveknp. they may be wbje¢t lo reassessmenl wilhin Ihis Salary frarneworK' and Ihere may be occasions when lemFrJrary salary in(xe8se5 (up to 10%) tan b6 awarded for add11kal Trsponsibilib8S. fj Related Party R•latlon•hlp• Cumbrfa CVS Is 8 mernber of the Nallonal Association ftjr Voluntary and Communty Actlon {NAVCA) and. as a Member of this nallonal ory8nisation. has (r• fvndion8 {adapl•d to a lo1 t>Mtgxt) In (xynmon wlth other Cn¢11S for Voluntsry Serd( the UK. PLANS FOR FiTfuRE PEFUOOS We w511 fttinue io impmve and develop finandal feportlng, I?en9 our prnpety stratew and seeklrvj operaoonal effiden. CumtrAla CVS wlll ntInue to progress the ImplaThntstlon ol Ms slTalegy. womng ¥Alh key pannets io help tr Thirtl Sedor. and CumtThn c¢mmunitss as 8 vthole. io bulld wesilienr io the d)aryes impacliry uwjn Ihem. DISCLOSURE OF INFORMATION TO AUDrroRS Eath of the persons ¥tho are Trustees at the Ilme th th18 Tfustee8' rep(Kt Is appffjvthl h8s (xJnllrm•J thBI." so far as Ihat Tnjstee is awarn. there Is no vant audht Infomiallon of thith Ihe thartys audltor5 arn unaware. 8rn1 that TnJ5to0 has laken all the step5 that ought to have been taken 88 a Tntee in order to bo aware of folavant audbt tYrnatiOn and ts) establlsh Ihat Iho carftls audliors are awwe of that Infcrfmauon. Small company provlBlong Thls rewt has been prepared In 8ctonlance whh the smill Compani reglm• underthe Compa08 Ad 2006. AppTh by Iho 8oard on 3 Oecemb•r2025 and syned on Its b•hl by: S Gregory Trustee
applirnble law and Ihe Ffftan(>al RwbrvJ Slandarf 102. Tr FinaNi81 Rep)rtsng stsftda appfrable tn the UK and RePUbr of Ireld.. Company law requir the Intstees to wepaTe flnandal stslemls for eath Ilmndal year whkJ ghe a bue and lair vi8w ol the state of affairs of the drIlable company and ol the in(X]ng resou and appltcallon of re50unxs. indudlng incnme and eXpditure. of tt tharilable cxffipany for thal period. In Preparing lhasa ffinan(ial statwnents. the Iwstee5 are uIrtd to: selecl suitsble a(untIng liCIeS and then appty them LX)nsi$tenty. JbseNe the methcASs arttj prlndples in th8 CharbOg8 SOFIP: make ludgeinènts and timat8$ tr1 are realonable and prudent Slate WIther appllrAlJe UK 8¢WLinling standanl$ have been folltywed. subject to any malerial departures disdosed and expl8lned in the finondal statements: arKI prepare the financial statements on the golno c•ncm bas18 unless It Is Inapprcoflale to presume that tr caritable c¢mpany ¥•ill continue In Iwsiness. The trustee$ are SpOnsI8 for keeplTrJ woper acaiunllry records that dlsdosa Vith reasonable acojrw at any tlme Ihe financl81 posit¥)n of the (*aiTtabl• crKnpany and enable them lo ensuro that the fin•nc401 stalements comply wilh th8 Ccmpanies ALI 2006. Th¢y are also re$pmsible for sofeguardin9 the a$88ts of the thaiilable c£rfnpany and hence lor reasonable steps for the pr8venUon and deledlon offraud and lffegulariti8S.
Independentd1tor$. Reportto Ihe Tntste of Cumbrfa Coundl for Voluntsry T¥1¢• We ha¥8 audited Ihe financial slatements of (mba Coun(xl frr Voluntsry Sw¥i¢x lor the year eThlJ 31 Marth notes. induding a sumnwry of nifiCant aco)unliry The ffinaftd4 frnmewoth Ihat has been applied in their PTeparakn is applicable law and United lfjngdom Acthunting Slandards. indurfin9 Financial Rewting StandaThl 11r2." The Flnafidal ReprMllrwJ Sland8rd appll(2ble In the UK and Republic of Ireland (United Iwom Genernlly Ac£•pted Ac¢ounlin9 Prndice). In our r•inion Ihe finandll statemBnts: give a true and tsir ¥iw of Ihe stat8 of Ihe tharltable rnrnpans affairs at 31 Marth 2025 arwj of the I1mIng resouros and appltcAlion of rnswrces. irKlurfing its income arml eypendfiiure. for Ihe yeaf then eThJed: have been propety prepared In 8¢xX)rda Uniied KInGd Genernlly Awied Ac(xMnting Praclic•" and have boen prepared In a(rdanCe wllh the fequlr•m•nts ofth? Compan1 A(a 2006. Bulg for oplnlon We (wducled our oudil in a¢cg>nlan¢e lth International Slaards on Audillng (UK) (1s (UK)) arKI aKplic4bl• Iw. Our rnsIbIlItIeS under those standards are fuTlher described in the Audltorfs respOnbIlItieS for ts audit of the financial siatements section of our repJrL We Bre IndePent of the Charity in aCran ¥ith ts ethiogl requlremnts that are 0¥an1 to our audil of the financlal slatements In th8 UK. Induding th8 FRC'S Ethicl Standard and have luffilled our other ethkal PolbIll[l8S in a(xxirdan(x 1h these requirements. We +• beliove thal the audit have obtained is suffici8nl a1 aFvropTlate lo pro¥id¢ a bosls for our opinlon. C•nduslon8 rnlallng to golng concern In audttsng the finarKaal statements. ¥ have conduded that the trustees. use of th8 going COrM basis of attunting in the prep3R#¢Jn of the financ¥al statements Is approrrflate. Based on the w? have performed. ho not IdenliThed any malèrfol urthrtalntios relaThj lo v4ents or Yiuons thal, Indmdually or cA)Ilectfvely, may casl 6lgnlThcant doubt the c8rfV$ abllhy to rn1[nue as a golTrJ for a p8rf(xJ ol at l•ast 12 fr(wn Irt finon¢ial gtsternents arn au11ml8ed for l&ryue. Our rnsponslblllU8s ar#1 tr responslblllues of Ihe tNstees re¥poct to going concm are des(xlbed In tr rel8¥ant se¢Uon$ ofthls rnport. Othw Ifrforniatlon The trustees arn responsible lor the other knforniatlon. The olher informailon comwises the infom)alion induded In tho annual fOrt 0th8r than Ihe flnanrjal statements and our audttorf5 rvport therem. Our oplnlon on the flnandal statenIS d08s nol (x>¥er other irrfornwn and. 6x¢epl to ts fjx1enl olh8pwtse expllduy staled in our repor( do not express any forTn of assurance Co15 thoreon. In 0)ntron with our of the financlal slatements. our respwsibilty is io rnad Ihe other infom)ation and. in dotng so. (xjnsider whether Ihe other infoffnation Is materially inrJJnsistenl with the financial statements Of our knrr*ledge obtained In the audtt or otherwise appears to be materially mi5Stated. If idenbfy suth materlal InnSISteneS or apparent materi81 mi55tatements. wg required lo determine ther there is a matVi81 misslalerrvanl In the finantsal slalernents or a rnateiial misstatement ol the olher Infofrnatlon. If. tmsed on the work we have perfom)ed, wo ndUde that Ihere Is a malertal mlsstalementof thls other Informatlon, we are rnqUid to that lad. We have nothing to rewt in thls regard. Page 10
Curnb Cqpuncll for Voluntsry SeThlc• In our opinim based on Ihe Work undwlakn in the IxwTre ofthe alit . infonywkn gi¥M In the INstew' T8rt rwuirpmting th8 strattyr rnport and ts dirniorn' ryx)rt) tho ffinandal year lty thfr IlnarKlal slalemnls are prepa1 b rtent1h Ihe lknendal 8tsternnts: and . the Inbstees. W [lrryXTrting the strdtwjic wort aThl the have Ixen pted in armnlan appltcatAe Wl requwements. Mattern on vthleh we ar• rnqulred to rnport by oxceptlon In the light of th8 knowledg8 and underslanding of the Ch81ity and its OnrOnMent i)bl8ined In courn8 ol the audit, we h8¥8 not identifted material mi5slatern¢nts In Ihe Trnslees, Annual ReFQrt We have nothhg io r8Pfrt In respeci of the folloiry Matte in rela1K ¢0 which Cornpanies Ad 2006 rnquires us to report lo you rf. In our opinion: rtaln dlsdosur•8 of trusteo8' remunerallon 8pecMed ty law are not made: LY adequate ac%unting (<9 have not been k•pl or retums ade9le for our audit have not been Trceived from brancthes rt vistted by us: or the finandal statèments arn not In agmmont ac(nIng r8c(xds and r0MI,. or have not obtained all the informath and explanations necessary for the puryxws of aur audiL Rwon8lbllltlM of th• tru•t••8 As explaln8d fvlly In the Trusteos, R•swn61blllUos Statemenl 8et on page 9, th• truslees are also the dire¢lofS of the charitable company l¢x the purp)ses of rnPany law) are reswJTrsible for lh8 preparation of the finanaal statements and for belw satksfied that they give a true and frdir vlew. and for such intemal controls a5 tw delennlne is necessary to enae th8 preparallon of fln8nclal slatements that are free from material m1$81atement. Thth6th•r due to fraud or error. In prnparfng11]e finandal staloments, Ihe trustees are resportsible for assesslng thariws abillty to continue as a going cm(xm, disdosing, as applicable. ffl8ttern related to gcing and usirKJ the going ts)ncem basis of ac¢)unting unless the trust$ either Intend to liquklate chaty or to cthse operations. or have no realisti allernaifvo io do 80. Our rnsponslbllttles for tho audlt olth• Ilnanclal 8tat•m•nts Our obiecaiv•s arn to oblaln rnason•ble assuranca aboul wthether Ihe Ilnancl•l stalernonts •s a whole ar• lrn• from maleiial mlsslalement, whelher duo to fraud or effor. and lo Issuo an audttorfs Ihal Indudes our opinion. Reasonable assurance Is a high level of as8uran(. but is not a guaranlee thal an audit condu¢led In arJ))rdan(x ith ISAS (UK) 11 always delect a materMI misstatement It exists. Miislotements 8fl8o from Ir8ud or error and arn con81dered malerf•l11, Sndlvloually or In Ihe 8ggreoat&. Ihoy ¢ould reasonably b8 expeded to Infiuerw the er)nomic of u8ern laken on the basis of these finanoal slat•ments. Irregularities, Induding hud. are instances of nortrcompliance wilh law5 and regulalions. We des¢gn PrOduleS In line wlth re$ponsiblllttes. oullined above. to detect malertal missialernents in fospecl of Ifregularftles, induding fraud. The extenl to which our pn)cedures are capable of detedirvj inegularilies, including fraud is delailed belw. In 11ents.n9 and assessing risks of material misstslement in resped of Irrngulaths. Induding fraud ond normpli8n1x71h laws and fegulatK)ns. we cOdered the foll(wing: Pag•11
polldes and pro(dures relaung lo: . identsfwu evaluatirnJ and ?th lths wulalions and vhlhtr try awa ol any Ins12nces of n0fvcMpliaft¢e: . deledirvJ and resprmdlng io the rlsk$ of fraud arrfl TAhethv th•y have knOed of any arlual. SUS (Y alleged fraud; . the internal c11015 8sl8bli5heL1 to mltigate rfsks of Tra1 lx n0nwnp11an vAth laws and gulations: - the m8ttefs dls¢ussed among the 8udlt eftgagemenl team and Invol9 f81ev8nl Inlemal speci81ists. Indudlng pensions regardlry and vthere fraud m6ghl Ix1 In tho finandal 81atementS 8r#l any tenljal indi(xlors of fraud. As a r&sult of Ihese predures. considered tr oppcrfhJnlb'•s 8nd Inclfve8 that may Oxlst within tho organlsation for froud and Identified the greatest pol8nti81 for traud to be In relation lo revenue recognition 8Th1 m8nagernent overrlde vthl¢h, In cmMOn wlth 811 audits under Is (UK), are Mqulr•d to perform sp8cIIIc ProdureS to fesporKI lo thls risk. Wo 8180 oblalned an underslarKllro of tho al and rngu1810ry fr8rnMrk that the drtIable fflpany opernl88 In. I0SIng provlsions of th08e la and regulabons th81 had a dlrect effod on the delerrninalon of material amJnts and disdosures in the finanaal Ststements. The key18s arKI fegulations c¥)nsidered In this ojntext induded the UK Compani85 kt. Charities Ac( p8nslorL8 leglslatN)n and tax Lslation. As a result ol p8rfomilr¥J the al, In response to the rlsks entified, we dld not klenufy ony key audll matto rnlated to the wtenual rtsk of fraud or norp113nr wlth lav•S and rpguFatlons. In addition to the above. OUT procedures io respcmd io iisks idenlifiwj Induded the follo4ry: . r•¥lefjry the flnancl&l statement dlsdosurns arnl Iostlng to supwJrUr8 dowmentallon to ass m{lanCe ith prov6skms of relovant and fegulabons des¢rlbed as havlng a dlre¢t effect on the financA81 slalements,. ' enquiring ofmanagemenf a)nnrd a¢knal and potenli81 Iitigatim afKI claims: ' p¢rf¢fmlng anatyUG81 pmcedurgs to idontify any unusual or uneXpd rnlallon8hlp8 th•t may Indl¢Ata rlgks of mateiial misslatement due to fraud; ' reading minutes of meetings of those tharged with governanc8. rnviewiro o)rrnspondeK Y•th HMRC; • in addresslng th• flak of fr8ud thrfxffjh managenwnl o¥wrkl• of (ntrol8, 18sllng Ihe •ppmprf8tonoss of Journal entrles arKI other adjustsnents,. asse&slng whelhgr thè I19eMentS mado in mak¢ng arxounllng estirnates are Indtcative of a potenllal blas", arKI evaluab'ng Ihe bjsiness rntionale of any sigrifi¢anl transactions that are unusual or outsmle Ihe noTrnal of busine5S. We also c4Jmmunkt•d rnl•vant Id•nlffied arKI r•gulattons and Wentiil hud rfsks to all erwmenl t•8m members and rnm•ld alert to any Indllalions of fraud of MnwCA)mplian(t ¥Ath laws 8nd regulaltons throughout the audit. A fijrther description of our r8sponslblliOes for Ihe audit of the financial statements is located cffl ihe Financial Roportlng Council's website at.. wwM.frc.ory.uklauditomspon8lbilitles. This descflptton lorms part ol our gudiknes Paga 12
cumb C4Juncll forvduntary SeThlc• Us• of report relrt ts mad8 gJl lo tho d4riV8 trtee$ as a ix. in arlx>rnl•r wilh lJaptsr 3 of Part 16 of th& Companies Acl 21K. Oui aUrt has been undertaken so that we mhJht slAte to the ISlee$ those matters aTr requId to stste to them In an auditors rel and for no other purw>so. To the fijllest extenl Permitted bylaw. we do not ac(pt or assume resw)nsibilty to anyi)ne ott* than the dwrlty and ils trustees as a try. foT auditlrt for this reporL (Y for opintons have f¢)rnwd. e TrKimlin50n (Senior Stabjlory Audltor) ond ¢)n bohall of Dodd & Co fvdtt Llmll•d, Sta10ry dltor FIFTEEN Rosehlll Montgomery Way Rosehlll Estate CARLISLE CA12RW oLr Dodd & Co Audlt Llmlted18 ellglble to oci 88 an auditor in tern of secllon 1212 of tha Conwanies kl 2C#)6 Page 13
CumbTla Council for Voluntary SeNl¢e Stotem•nt of FlnanclalActlvlt1•8 {Ineludlnq Incom• and Exp•ndlturo Account) lorthé Y•ar End•d 31 March 2025 Unrestrlcted Restricted Total Funds Total Funds Funds Funds 2025 2024 Nol• Incom• and •ndovfflwDts Irom: Donations and legacvds Invesbnents Charitable activitres Totsl incoffle and endowments 203,810 59,352 17,973 281,135 583,751 787.561 59.352 585.036 1.431,949 771.348 46.849 725.193 1,543,390 567,063 1.150.814 Exp•ndliur• on: Charitable a¢bvrtie$ Total eXnditUre 306,130 306.130 1.235.815 1.235,815 1,541.945 1.541,945 1,7C6,860 1,7(6,860 Nel gainslllossesl on invesknents 5,Th10 N•t •xpendltyve before translers 124,9951 {85.0011 {109,996) 1158,470) Trnn•hrn b•ts¥oon lund• 6,293 (6.2931 Other recOgnid gainsl{losses): Gainsl{]osses) on revaluation of frxed assets 36,920 Net expenditure after other vecognlsed gains and 10$8•8 Rgconcillation ol lunds Total funds bioughl foThvard Total fund$ orried foThvard {18.702) (91.2941 (109,9961 {121.5501 330,654 311,952 703,960 612.666 1,034.614 924,618 1,156.164 1,034.614 AJI of the Charity's activitS derive frorn conbnuing operalions during the above periods. The notes on pages 17 10 39 form an integral part of these financial Slalements. Page 14
Taryible Gets Investments 10 11 23.112 295.001 318.113 32.135 295.001 327.136 Currnnt 48••ts Deblofs Assets held for sal8 Cash at bank and in har# 12 13 97.057 88.129 315.C 1.137.370 1,540.499 1214.813 1,311.870 Credhor8: Amounts lalllno duo wlthln on• year 14 1705,365) (871.620) N•1 ¢Ufr•nt u••ts 606.SOS 868.879 Total assot81oss Tront Il•bllltle8 924.618 1.196,015 Cr11015. Amounts lalllng after than on• ywr 15 {161.401 N•1 924.618 1.034,814 Th• funds of th• ¢ty. RMtrl¢t•d fund• In •urplu• Rutrl¢t•d fund• In d•fi¢lt BedrLKk Volunteering fry Health Totsl r•strlcl•d funds 812.768 710.509 {6.549) {11r2) 612.666 703.960 Unrnstrlct•d fvndg UnTestrK*ed Inoyne fvnd$ 311,952 330,654 Total ¢h•rfty fund• These acuunts have been wepared In ac¢crtd8nce vllh provlsKns applicable to ¢ompanSes subject to the small c(¥np8nles rBgim&. 924,618 1.034.614 Apprtr4ed by Ihg Board on 3 De¢ember 2025 and signed on Its boh8lfby: S Grngory The notes on pRges 17 to 39 form an integral part of these ffinarKial slat&)Mls Page 15
Cumlbrfa Coyncll foTVoluntsry SeThlc• 2025 ¥J24 N•ttash pmid•d by {us•d by) 0Tr9 acll¥ltles Net eypendthjrn for tho ptylod reciation tharye8 Gains on investsnents (109,996) 19.426 (158.470) 19.027 {5.orxi) 315.000 (8.928) 48.233 263.735 2273) (402,852) (579.568) IrKxeasel(decnase) In creditors N•t cash provlded by (usod In) Invosllng aellvltl•8 Purc*ase of prowty. plant arKI equipment (10,403) (10,403) (22.310) (22.310) Repaynwnl ol bcKrowlngs In¢rn••olld•u•ase) In cuh {175,889) n,443 (10.223) {612.101) The notes (m pages 17 to 39 frym an integral part of Ihese ffin•Kaal ststement& Pag8 16
Accounllng poki•s Summary d 9nCnt accounllng Wlcl•s and k•y •¢countlng •8llm•t•• The prinrApal ac£nunling polic4es applied in Ihe preparation of these flnan(xal slatomonts arn Set ¢t Ixlow. Th8se poli(ies ha¥e been (¥Jnsi5tenty aptAied to all the Yea rrfesented, unless otherwtse 3laled. Slatemènt ot compllanee The finarKlal slaleJrth$ have been prepared In accfJnlan( wllh Ac(UtIng and Reporflng by Ch8ritles: Statement of Recoffrnended Prnclic appllcable lo tharilies pr•padng their aelnts In ac¢Or(lan th& Fin8no81 Reporting standa applioble in ts UK and Republ1¢ of Ireland (FRS 102) (effeciwe 1 Jonuary 2019)- Icharitlos SORP (FRS 10211, tho Financial Reporfng Standard 8ppllcable in the UK and Republic of Ireland (FRS 102) and the Companies kl 2006. Basls ol pr•par•llon The charSt8ble c4npany meets the dèfinltkn of a public benefft enttty under FRS 102. Assets and liabililies are Inrlially recrynlsed al hl6torfLI cc4t or transaclbLX) Value unloss oth•Thwts• Slated In th• relevant ac<xJuntbng poliry rles. These financial stsknents have been wepared on a going CUKWI basis. The trustees assess thether ts use of going cxJn¢xrn is apprnpriate i.e. vfvther there are any material uncrtalnlles rnlated to events or condltmms that may osl gnfficant doubt ability of the Charlty to ntinue a9 8 goirvj nrn. The lJuslees mako th1$ assessment In fes[ of a perk)d ol on8 year fr(xn the dat• of apprnval of th• ilnandol sialem•nts. Fund ac¢ountlng pollcy Urwtrl(aed in(a)me furrfls are genwal funds that are a¥allable for use at Ihe trustees. disuetlon in furtheran of the oLygctsves of the thBrity. Rostted IncM funds are those donated for uso In • p•rtlcul8r area or for ydfic purpos, It• us8 of vthith Is r8strlct8d to Ihal are8 or purpose. Furtherdetalls of eac* fvr#a ar• dlsdwd kn rt9 21. Page 17
DLThtions arE recogntsed Charity has len notified in of Ixjth Ihe amount and setuement date. In the evenl Ihat a donali(Jn is subject to condtlions Ihat a level of perfornwn by the befo the Charity is enblled to Ihe funds. th8 Inrne is defeffed and rK)t recjniSed untsl er those rmlitions are lully mel orlhe fulfilment of IIK)se conditloTrs is wtholty T41hin the cntrol of the tharityand it is obBble that these (xinditiorks ¥AII be fulfilled in the rewjrling perirml. Legacy gffts Are rewnised oft a case by (aso basis followlrwJ the grant of probaie when the a¢lministorlexeoJlor for the 8s18le hag wmmunl¢aled In wrilng both the 8m¢)unt and setllenwnt date. In the 8vent that the gili15 In forni ol an a1 olhef than Ixsh or a finandal assèt traded on a recognise(f sloc •Xn90. recxwnilion Is suty'ed to the value ol the gNi b8lng rallably m80r0d with 8 do9roe of rna80nablo acral and the litte to Ihe a1 havlng been transferred lo the Charity. Income from Govemment and other grants. 'capltsl' granls Of'revenue. grants. 55 recognlsed the dBrrty has entltternent lo the funds. any perfornian nditionS attached to the grants have been met. it PJbab1O that ts 1me will be r1Ved and the amount be moasured reliably and is not deferred. Invesknenl inrne b reccsnlsed on a recerrfable basis. Income frIMn charltab18 aclr¥tlios indud6$ inc•)me rec¥)gnSsed as eamed (as the refated g)ods serlc p provided) uThJer c(x)trai# Of wher• ¢ntsllement to grdnl funrfing is subie(a to specific perfcrnnc• r#Jitions. Granl Inc4Nne Induded In Ihls category provkles furKling to supp(xt prraMMe aLlfvilie$ and Is re(xgnis8d vthere thgfg is entitlemen( probabilty ol TOlp1 and amwnt can be m8asuTrd tAith suffldent liabilty. exp•ndlturn Lialylities are reuJ9nSsed as soon as the Is a legal tx construcve oblw38tlon c¢xnmltllng the dwrity lo tr eXnditUre. AJI expendtture is accnted for ¢)n an 8oyuals baskq and has been dassified under headings that aggrBgate all o>sts rnlaled to the cotegory. ctr of ralslng fvnds are Ihe costs of tradlng lorfvndrnislro w1p0. Charil•ble expendilure tYprIseS those oxts nlled by thè tharity in the delivery of Its acti¥Ues and ser¥ices for115 beneilclaries. 11 Indudes b)th rxjsts that ¢an b• allocated directy lo such 8th11 and those c#)sts ofan Indlrecl Thalure rocwsary to support thom. supp o)sts Indude central fvnct)ns aThl have been alloraled to actrdity cost categc¥ies on a basls ¢¥i51ent Tmih the use of rnSouf, for example. allOtIng proFty Lx>sts by Ilo)r.arets. ty per staff c•)sts ty the Ilme sp8nl other costs by thalr usago. Taxatlon Th8 Charity is )nsidered kn pass tho lests set out in P8f8gf8ph 1 S(thdule 6 of the Financ Ad 2010 and Iherefwo it meets the definition of a tharitsble (yynp•ny for UK Mrpcrfallon tax pUse$. Ac(¥r(lingty, the Charity is potenlialby oxempt from laxation In rospe¢l of Inrx*me or caplw galns recerrfed within cale9OTies crnred by Chapter 3 Part 11 of Ihe Coryjoralion Tax Act 2010 or Section 256 of Ihg Taxalion of Chargeable Gains Act 1992. to the extent that such Ino)me or galns are applied exdusively to charitable purposes. If1¥MIUS1 fixod assots ¢4)sling £250 or ar• Inltlally recorded at rxbsL Page 18
taation is wovided on kngli >le assals so as lo ¥rtite off tr ct or ¥aluaOon, less any esufflaled sthal value. ow Iheir èxpXed Ltsefvl eton(xmlclife as follows: Plant arKI mad 3 yoarn straigm Iln? ba Catsin of the ctharitys prnwties 8ro I1 for lOten investrn and are inveslment woperlies as deflned by the Statement of Recommended Pracli( 2019. No depreciation is provided in rosF¢d of iDveslment properties and they are revalued annually. The suwus or deftcit on revaluation is transferred lo the rnvaluation rBserve unless a deficit below orlglnal cosl. or Its reversal. on an indiwdual investment piDperty is expected to b8 pernnen( In case It Is re¢crfJnlsed In thè slatemenl of financaal acts¥ibes 8LYx>unt for the year. Th1$ treaknent as rngards the cknari8 inv88th18nt pn)perties may be a dep8rture frorn the requlremenis of the Companies Act c#)ncming the deprecaation of ftged assets. trkmtvef, tsse propeflies are not held for consurnption bul for Inveslrnont and the trustees COnr thal Systematic annual depreclatM)n would be inapprowiaie. The ac(x)untinp poly adoptpA ss (hwefore nee4ssary for Ihe financaal slatements to gNe ue and fair OepreLy8tion crf aMSat)n is onty of many lacaof5 rnfleLled in the annual valuation and Iho amount WACh mlght otheThkn hav• boen slKr•m cannot bo 6oparntely Idontlw or quanlJfi•d. Fued asset iDvesknents arB a of finan(yal instyyment and are Iniwty rectynised at their transaction )si and subsequentyy measured at falr value 8t Ihe balanct sheet dale. unltss the ¥aluo ¢4nnot asurod reliabty In whith (ase 1115 m8osufFd at les5 imwirmenL Investrnenl galn$ and losses, thether realis•J or unrealised. combined and presented as "gaiMI(108ses) on Inveslment In tr ststwnent of FlnancAal Alale$. In¥eslmeni8 in SUbdIar1•S arn valued al oxt16ss pro¥lskn for ImpairnMnL Tr•d• D•bto Trade debtor5 are arrmwnts due frorn rstomerS for methndlse sdd Of servieA ptrfornled In the ¢ydinary ur5e of business. Trade deblors arn re¢(yJnised Snitially al the transaction price. They are sUbseqUenY me8sured at amortised cost uslng the •ffective Inleresi method. less provision for Imp8irnenL A provision for the impainnenl of trad8 debloTr is eslabjished wln Ihern Is obje(ve evldenc th•1 Ihe Charfty wlll not be able lo collecl all amounts due ac<¥)rding to Ihe QTvJinal lerms oftt rl¥aN9$. Cuh •nd CaAh Equlval•nts Cash and $h equivalents (xmprbse $ on hand aThl call deposlts. and other short-term hlghly Ilquld inveslments thal are readily ctjnvertlble to a anvjunt of cash and arB subject to an Insi9nffi¢anl risk of tharrfje in Value. Trnda crodltorn arn obllgallonslo pay for goc#ls or ser¥kxs that have been awuirnd In the or(Ilnary crvj of bune$S frorii $uppllers. Arx¢yJnts payabl8 are ¢lassffied as CulTht liabilltles rf the Chaiity does not have an unrxjnditional righL at the end of the re[ting pertcrtl. lo defer setllen*nt of the creditor for at leasl tsyelve nths after the P0rbn9 date. If Ihere 15 an unconditthal right to defer sellkmenl for at a$1 e1Ve rths ofter the reportlrg dale. they are pr8genled as nThen1 liabililles. Trad8 credilots a re(wiised initialty al the transactton and sthequenlly measu1 at cosl Page 19
Nots8 lo lh• Flnanclal Slalem•nts for th? Year Endgd 31 bla 2W15 Leases in whith substsnlialty all tt rfsks and of oT$hl a T81fted by thelosw arn rjassthed as operating leases. Rentsls payable under owating lea8es are rwg8d in the Stslenwrt ol Ffftanclal es on a slrnight line basis lease terni. P•n•lon• The charity owates a defined contritxrtion Wl$ton scheme. Contribulions a tharyed sn ts slatement of ffinanaal activitses as Ilw become payable in a(¥anCe the rvles ol the stherne. Flnanclal Instruments Flnancaal asseis and finandal Ilablllttes ar• rewgni¥•d vth•n the (wrlty b0M•S o party to th8 (ntraCtUal provlstons of the instrument. Finandal Ilabllitl8s 8fKJ •qulty In$truffthts are dasslfied accordlng lo the bslance of tho contr8clual arrangements entered into. An equity instrument 55 any c4Jnlrncl that 8den8 a rngdual Interest In the assets of Ihe Charity after deducting all of Its liatslrties. All finandal assets end lialmlilies are iniilalty m8asured al transaclwi (Induding transaclon $ty>. excpt for those financ4al assets dassified as at lair Value through pfft or loss. aTr initially measured al fair value {whith is rWJrn1lY the transadion Pri excluding ts8nsadion costs), unless the arraryement Cotirt0$ 8 financiro tr8ns8dJon. If en orrangement (xfflstltyles a fin8Ing transacaion, the finanrial asset C finoI liabilty b nwured al the present valu8 of Ihe fijture payTMnts dlscounted 8t • nwrkot rnle of Iniwe81 lty a $lmil•r debl in•lrurnent. Fjnanoal assets aThJ liabilibes ore only offset in the statement of financial pcrtion and lY vth thern exists a legally enfOrable fl9ht to set off the re(wnis8d amunts and Ihe Charity inteThJs either lo setoe a nel basls, or to alIse asset and selle the liablllty simultsneousty. Anancagl assets arp derecogni5ed vthen and only ¥hn 8) tha u)ntr8dual rwts to tha cosh Ilty fram the financaal asset expire (x are settled, b) tho Charlty hnsfer51o another paty subslantially 811 of the risks arrfl of ownership of tho finand81 asseL Of c) the Charlty. despite haviryJ retalned some. Ixjt not all. 8lgnific4nl rfsks and row8r(Is ol ownership, has tran81eThd rx)ntrol ol the asset to another p8rty. Flnanu81 Ilabllllles arn derecc3nised only tho obligallon spoow In the (£trac1 Is dLvarged, cancelied or expins. C•Molldatlan The Larity has nol prep8rné o)nsolidaled ac¢ounLg under SORP 2019 24.12 an the basis subsidiary, Cumbrfa CVS Trnding Limltad b 8 non-tradlng cornpany a balance gh•ol valu• of £1 th•r•for• Immalerfal io the group. Donatlons and109a¢l•s Unr•8trlct•d R•8lrfct•d Totsl Funth Totsl Funds Funds Fund8 2025 2024 Grants Grants 203.810 583,751 787.561 T11,348 Of the donalions and le9S income in 2024. £252.500 related to unrestrlcted funds and £518.848 related restrtded funds.
Fryed5 fund8d by Ihe followlry oryani5aliryB by way d(malloaN1 grnnl&" Buildlng Bett¢rOppothnilles The Nattonal Lottery cMUnty Furnl Ingplrfng Ba Wesbnorfand & Furness Coundl Sir John Fisher Foundation Fr8n(xs C S(tt Foundalion David Sn(wOn Trust Tho Hadfield Trust BAE Systems Gfantscape Cumbria Cornmunty Foundation P•opl• In th• L•ad Slr John Flshr Foundalon Ho41th Partnernhlp NHS Cumbr1• ICC & Thlrd 8•¢tor R•l•Thal Co4)rdln•torn NHS Cumbrta COnlUnIty Foundatlon Vonn•- VSCE L•adernhlp Programm• Voluntary Chyanisatlons NelDrk North East (VONNE) Communlty R•slll•nc• Wèstmorlarnl & Fumoss Coundl Erf¢ Wrlght Tru•1 Eric Wrfght Charitable Tnjst Communlty Conn•¢torn Ihe Nallonal Lottery Communlty Fur#1 (fNLCF) P0rtY Tnrth Commlsslon (South Lakeland) Weslmorfwd & Furnoss Counal M•ntal H•aMh SMI - St•p Forwanl NHS Golng Grwn•rToyth•r Vonne Supportlng Soulh Copeland Radioacbve Wast8 managent Umlted Supportlng All•rdah R8dloackn Wasla Manaprnnt Umited C•nno¢tlng Communkn: People Eftabling Change Imovato UK Page 21
CuJnbTla CouAdl forvoluntsry Servlce Furness for You - l(now Your NeIghbWth Fund NHS VCS Emwy•n¢l•• P•rth•r•hlp &iti'sh Red Cross Health Coachlng Burnary NHS Cowl•nd Communlty Fund Cumb8rtand Council Thls Is Us . UK Shar•d Prosporlty Fund Westrtl8ftd & Fumess C(yJncll Communlty Montal H••lth Trnn•lomiallon . VCF8E NHS Barrow (W&F)- Furn•u For You W•bstt• WeslwK)rfal & Fum85s thndl UKSPF Cumb•rf•nd Cufflbrto Communlty FndatiOn Health Dot•nnlnants R•s•arch Cumberfand Cnl UKSPF Cumb•rf•nd C¢xnfflunlty P•n•l• Cumberfand CtyJndl Poverty Truth C•mmlsslon - L•gacy & Embeddlng Westsyand & Fumoss Cnl G•norn1 Fund• Cumbertand Cnl W8StThMland & Fumess C¢undl
Unre8trl¢t•d R••trltt•d Total Funds Tolal Fund• Funds Funds 2025 2024 55.381 3,991 59.352 55.361 3.991 59,352 43.445 3,404 46,849 Interest on sh derAJsiis AJI ofth• invesbrents IrKome in 2024 related to unrnstrfcled fijnds. Ctab actmtl Unrutrlct•d R06tr1ctod Total Funth Total Fund• Funds Funds 2025 2024 Grants $59,975 559,975 721.335 13,077) 6.935 9,941 8.032 17,973 17,029 8.032 585.036 (Pr0fft( on dlsrKMI of laThJlbla fixed assets 567.(f 725.193 Of the Inme from ch•iTlable a(ar¥it*s In 2024, £2.608 related lo unreslrfded fvnds and £722.585 related lo rn8lrtcled ffijndg.
Notes lo th• FIAndal sla1•m lor the Yoar Ended 31 blarch W25 Expendi1• Chwll•bl• Total 202S Totsl 2024 Dlr•¢t costs Stsff c4)sts Staff NIC (Employers) Staff pensions Dlrect prolect J919 Premises (y)sts Storage rent DeprerAation Travel & subslsten 741,958 57,365 54,974 235.605 &5.158 741.958 57.365 54.974 235.605 85,1 2.OCO 19,426 19.426 6.492 6.4 1,2(r2.978 1.202,978 606,892 9),213 445,789 94.666 2.000 19.027 7.721 1,274.917 Support eo81• EmpknyMl cests InsurnrK Telephone C(mwrter rA)sIs Printing. postage and ststi(¥ Trnde sub>>iption$ Hlrn of equlpment Sunory expenses Travel 8nd subsisien ertislrwJ & proNK•llon Acu>untancy fees Tho audit of the charitys anrwal a(uJunts Pmfessional fees Bank charges Bank kn Interest poyable 259.633 259.633 320.544 5.056 9.876 23.887 2.605 3,012 708 9.472 9,472 2,276 707 7,138 1.623 2.276 707 7.138 1.6Z3 1,945 10,106 8.595 12,890 9,021 3.420 14,435 8,431 183 4.761 338.967 3.420 14.435 8,431 183 4.761 338.967 14.238 431,943 1.541.945 1.541,945 1,706,860 Of th8 expeThJilure in 2024. £398,984 relaled to unrestrided fvnds arKI £1.307.876 rBlal8d to rnstricted funds.
2025 Accountancy f Audilofs rnmurnrallon Legal and professional fees 3.420 14,435 8,431 26.286 8.595 12.890 9.021 30.506 Tnwi•••' r•Mun0rOrt •nd •xp•n• Durlrvj the year. no trustees received any remun8r8Uon or other b8neffts {2024. £nil) Durfw th8 year. no exponses reimburnod Of paid diroclly to any (2024 . £nll). N•t expondlluf• Not expeu jk slatod after LknrgSnw(rndlllr¥Jk 2025 2024 Auditfjrs remuneration- audlt ser Prnfft on disposal of langR)le frAed assets D•prncialon of larvjlble ft<èd 8wts 14.4&5 (8.032) 19.426 12.890 19,027 Ernployoos. vwnun•ratlon The monthly avernge number of p•r8oM Onduding serlw manageffnl) employed by the (arity durfng tho year w88 88 follow•S: 2025 2024 Charttable acti¥llles 41 38 Th• aggregote payroll tosts of Ihese per50rn wero as lollows: 2025 2024 Wages and salarfe8 Soclal securfty Olher pension 965.365 77,S76 70,989 1.113.930 870,368 74,861 66.141 1.011,370 No employee reived effuments of rnore Ihan £60.UM) during Ihe year. The key fflana9effftt pornonnel fX)mwise the Truste8s and the lor Marwment Boa. Tr* ployee benefits of the key maftagement pernonnel of ts Charitywwe £222.055 (2024. £237.567).
Cumbrf• Coun¢il for Volwthry SeThlc• Notes to the FIAancAal Slalmnents for tha Endul 31 Illa 2025 10 Tang1W•f assets Plant and m•¢hln•ry As at 1 nI2(r24 Addilior As al 31 Marth 2025 10.403 96.908 Doprnclatlon As at 1 4)ri12024 Charge lor the year A8 81 31 Marth 2025 54.370 19,426 73.796 Not book valu• at 31 Marc 2025 at 31 Marth 2024 23,112 32,135
&rnthrfa Coundl fw Vdunlary Sthce Noles lo the FITAn¢l Statwnwats for the Yw End 31 2ff2S 11 Invo•brnts Iwld 88 fix•d •ss•ts Inveslm•nts In group and assoclated undertaklng1 Investment proportlo• Total Mark•t valuo As at 1 h4bril 2024 and 31 March 2025 295.IX)O 295.001 N•t book valu• A8 at 31 March 2025 3 8t 31 March 2024 295.tXJO 295,000 295.001 295.Ci11 The 2025 InvestnI property valuation is based on a professional valualion FerfOrnd by Bradley Hall on 27 June 2022. Tr valuatK)n WdS Produc on an (yen market vdue exlsting use basis. Th? Iwstees have Included Ihe 81 o r value valuBtlon In the acmints. bBsed on tho rn81hr used by tho Indepdent valuer. All ffjvestrnentassets vffjre held in the UK The cthrity ld$ more than 20% of the share capial ofthe followry company. Country ol Incorporallon Prfndp•l aclmty Cl Subsldlary undortaklngs CUMla CVS Trading Urnlied Eryland and Wales Non Trading Ordlnary 1CKI Capftal & PmffiV(l•M) resol for th• porlod Subsldlary undertaklngs Cumbrla CVS Trddlng Lirnltad 12 D•btorn 2025 2024 Trade debto Prnpaents and aIxnd income 91.597 97.057 88.129 88,129 Page 27
Noto8 to th• Flnanclal Slat•m•nts for thp Yw Endad 31 AlaTEh 2025 13 Assels held forsa 2025 2024 Inveslmènt PlOffty hdd for sale Frnehold property held ky Sale 140.000 175.0 315,1)00 14 Cr•dltor•: Amounts falllng du• wlthln on• y••r 2025 2024 Bank loans and o¥erdr8fts Trnde ueditors Taxatlon and scrf>al sa¢>Jiity 14.488 8.701 17,281 7,491 823.659 671.620 9,572 16,042 7,001 672.750 705,365 AC(al8 and dthrred IrK£xne Cffyliiors amounts fairing due rylhin one year indudes ts lollowlro Ilabililies. on whith 5euJrfty has been by dHrfIy. 2025 2024 Bank loan8 and o¥•nlrafts 18,688 15 Credltor8: Amounts 14lllng duo •ft•r morn than on• s••r 2025 2024 Bank103ns and 0rdft1 161.401 CredStors amounts lalltng due after than one year IrUd•S tho foifowSrw Ilabllilles. on whith serIty s been glven by the tharity. 2025 2024 Bank loans and ovwdrots 157.201 Induded In the rnd11o arn the foll(y*lng offlounts due •ftér More Ihan S yearn: 2025 2024 After more than fibe years by InstslwffjThts 94,074
2024 Wilhin (mo year Within arAI llve y88rn Total 51.356 95.000 146,316 51.813 132.566 184.379 17 M•mb•r¥' Il•blllty The charity Is 8 prfvate o)mpany Ilmtted by guarantee and consequently do86 r#)1 havo share capSts1. Each of the membern Is liable lo ntrmJIe an amount not exceedlng £1 towards the assets of Charity in Ihtr event of liquklatson. 18 Op•rntlng l•a•• ¢ommllm•nts As 8131 Mari* 2025 the charity had total firture nlMUM lease paYt5 under nOTrn[lIable operatir¥J leases as loilow6: Land •nd Bulldlng• 2025 2024 2025 2024 Within one year Wlthln two and fvo yearn 3.794 2,123 8,014 8,137 3,794 1,592 19 P•n$lon 8ehom• O•fin•d ¢ontrIbuu¢ p•n•lon •ch•m• The operates a deflned conlribution penslon schern& Th8 penston c05t tharye for liie pwlod represents contribubons payable by the charity to the schèmè a1 amounleil lo £70.989 (2024- £66.141). ContributioThs totalling £6,126 {2024 - £6,283) wern Yab]e to tho sthem• at tho end of the wiod and arn Induded In crndilors. 20 Rolated partl•s Contr•lllng •ndty Th& charity is rA>ntrolled by the tNstees are all dlrectors of the o)mpany.
Cumbrf• Coun¢lllorVoluntsry 8•Nk• Not•• to lh• Fln•ncknl gt•t•m•nls for lh• Ymr End•d 31 m1h 2025 91 Anl# offvnd• At l Apvll InwDI •wur¢•• •xp•nd•d At 11 fi•Mh rr•n•l•p• O•n•F•l Fun fjtynfrr fun61 R•y•iu•i r•••N• 23S,00g 95,64S 330,6S4 281,13B Ix4,1>)I 101,03 gs,e4SI 8,293 lii.K2 261,13S 3,130 A••trlat•d Fund• Cwnbth InnO¥•u Fload R•ilknr•laFRI 8ulldlng 8•tt•rOppDFlunhl•i In•plrfTra B•Thm¥ P•oplo In lfi• Load Erfc WrlghlCh•rft•ty• TN•l 14.908 18.000 27,8 9.803 12.098 48.8 6.010 221,343 le,5491 5,790 76,000 180,8411 12.0001 11.3201 22,747 5.298 12 18,5321 194.7571 14.3901 1237.8JOI 192.8501 106,590 19,772 Ftsndr•l•lw Offic•r• umbFKq ICC & TNrd Sl0r1401•d Cwdlmlorn B•dffjck Vonn•.VC8E L••NpProVttM cl41• COmmuty r•1¢ Comrnuhlly Connaclorn PoY•rty CornrrdMlcThl80th L•k•Lwdl 8t•p Fon¥Ard Int¢ Employm•nl CouniYwk*•Fundr•lng Oftlc•r Gc4ng &wn•rT¢q•th•r W•lUngW•ll ortho Swlh Cop•l•nd IGDFI 360.e87 340,1fy) 12,110 0,019 40,543 11,$28 1K).T J,OB3 9,938 17.7471 47,0ge 137,7941 157,3921 1128.8981 13.0831 1,232 61,014 I9,1> 27.841 24,804 139,3631 11,e471 11.615 P49• 30
Cntsl Coundl forvoluntffji SwAc• N•t•• lo ¢h• Fln•nclal 8t•tthn•nl• for th• Yr Èndld 51 M•r£h 202$ Connoctlno COnMnuIkn.. P•cyl• En•bllnp Chkny P•rnoMllo•d C•r•lNtylh Cumbrf•l frAB ICP VCFSE Hoth Coh9 Buf•Wy Fum•tsi Foryou IKYNI syppcrtlry Allardale IODFI Th1• l• U• IUKSPFI Cc¢nmunKy Pl•nl•l H••tth Tr•n•lOmtknn . VCFSE Iln• DIr•Ory. B•Trn¥ NHS. DIh8r9 SUFWI UKSPF Cumblldand CCF Cumbertwd nCIl. Hfjllh D•l•rrnln•nt• A•1¢h UKSPF Cumbfrrt•nd conWIty P•11 PTC L•gacy & Embèddlng Vc4untwtho foi 1,600 8,744 10,000 10,OQJ 2,156 24,788 ),025 66,340 29.207 200.349 47,QQO 32,Q39 187,5471 149,6S81 1200,5261 12J,6271 123.0421 4.JJO 11.a411 20,032 10, 10,0 8,750 10,350 17,3301 10,7071 13,7501 1021 1.235.810 703,900 1,150,a14 1,034.e14 1,431.949 1,641,948 924.118 P•g• 31
Cumbrf C•unGII forVolunt•ry S•NI¢• Not•• to Ih Flnand•l 81At•rn•nt• for th• Y••r End•d 31 M•rch 2025 nu•d cMb Innavalw Flood Re1ne•{clFRl'. eornmurfty R••lhrA CmrdlMloi.funI ty Curnbrf• County En¥lmrffl8nlAq•nryp prty41dlng • ffl•mbgr ¢ICUmba CV8 Itsff ts •UFwI Cumma L•1 R••1mCO Felum p•th•r• to InvoN I¢ c4)mnNJnliy ortyJpB h •rn•rg•ncy pmIng, rMponi• •nd r•tyyrtry Imm m•ior la•nM. 8ulldlng B•lt•r opportun1. lo •upport •nd Indl¥ldu41A wh) v• fclrvJ rThJIo comF4•x b•th•rn to •nWoyTr4nl •nd af• lurthMI i•mo¥•d from th• btrJr m•rk•l. 11 Wll Np M•m lo mov• tow•rd• •nd Inio •mploym•nl by lupptsrtlnp Ihvm lo pily • gr••tw, mor• prU• T¢49 In th•lr eomrnunllm, d•ffl¢nalr•t• iuo•d 111 and confld•ne• and b• ffluch mN• Ilk•ly to coMba•r •nVoyrn•nl or vdunl••rfrvJ •• • vt4Wo proJo¢t, ProJKI •tew•d dlrnct d•lfv•ry In Morth 202J Ind ¢bb•d In Jum 2023 all ESF fundlng w•• vAthdt•wn. InIrtr¥ 8•rrgw. to Improv• lh• cunfidllnL¥, A•p81kn1 of Id•ntin•d ehlhdT•n In 1¥ e, 7 18 In th• Fum••• p•nhA•r. t4n•fflli ¢hlldr•n •nd •ryg•i 7Sprnni&lror4kn hbtrlh•m lupportth0ehldrnn. P•oF4• th th• L••d- 10 Wort lnlenbfv01yt 811 grouy to •n• towx, to •1•1{0Mrny0lUIeWl1h 1•1 ki 1rnpr th•lr Il¥M, lo n•M•urytr•lnlre •r loam•llorits COMM19 hth• FknYt)N• •i•8. Erf¢ WWTruil. Cumbrf• CV8 ho•tsthO •ml truiion boMMol ErfeWrfgMchthO IEWCTlto d•Th m•thry•t411nC•0lIrOuPl Iplylhg101 Iru•l •Kh y••rtrMrnmkY pFol•d•. th P•rfnwihlp- fiknJ•d by MHS. to iupport n•h¥ork• ol Ihtrd ••olornImU0n8 In¥oW In th• holh and fl•W, •rA its iyomtst• e<41•boMtlon b•Nw•n ihM• Il•bJWhMlih and car•provld•r•. Fundr•Ir¥0ftl¢l- lund•d by¢urnbrt• County Coundl publ He&h, IhJD Ip iupprytlhtr¢ ••¢tor, cornmty •rd •talutoryfv••lih ov•ory•nl••llo to¢•¥dgplolnl pmhcts',lo Id•nUfy•J Mcw•fundlng frvm n•Uon•l •nd r•glol wurcm. Proloclc4)mpknl•dln lQ21-22. cumb ICC & Thlro s•2 R•foMI Co.oroiMtor•. • tsim of r•fèNal cMrdln•tfrfO •m0y•d by Cwnbrbtt CV8 who h•¥• •n Hopv•ry Contr•cl %th Norui Cumbrfl Inl•w8iad C•rn NH8 Trtthi, and woth whhlr+ ith• ICC t••mi. lo PpOrt ICC •t•ff 10 ufid•rnithnd th• Thkd s•1, th• v•d•ty of •v•llrt4•, Ind mik• 8•dr¢ck- • wW•cl of th• lary•r Trnn•lumkng WMI CumbrfA' whkh rn•nW by Cumbrf• CommurAty FoundUon •r fvnd•d by 8•ll•fl•W. Fundlng wpportb a 8adroth O•v•lDpm•nl omcw fw • p•rlod of 3 y••r•. Fundlng •0 r•c•fv•O w¢loei In41n9 Imffinq th• vMt•lt• oll•r to ¢tor org•nli•Uon••nd lo•1 •nt•rOw, Vonn• . VCSE Léthhw ProoMmm•. frjndlng rnt•fv•d ftom Volunw Oro•r4MibJM N•tdth P4pth EBil to pd0 mut•rd•Mtt •rO l••d•r•hlp d•v•Wi•Tht untiryt•ctcrwJ•nli•loni knth• he•Mh •nd loE1 cDF• ir•Tr•kn th• Nollh Ejsl •r••. Pago 32
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¢wnbrt• ¢oun¢ll lorVolynt•ry 8•pA¢• Not•• to th• Fln•ncl•l Jt•t•m•nl• hrth• Y••r End•d 31 rth 2025 Conmthinp CommunSU••.' P•cyl• EDJtylno Chwq•- Fu by InMv•l• UK, M•d fundlno lo to explor8 lh8 opponIty ex•at• * C4mmunMy R•••w¢h N•hwM In Cumbrt•. Thh wlll b• wllh th• •lm lo Ilnk communll••Wth r••••Fth•rn Qn c•u••• Ihil m•tt•r to th•m. Uthg 8n Intsrn•ctLtrtl l•rffj, thl•wlll M• cwrnunlU•• env0 to ¢r•ll• Inhlillv•• to pur•u• r•M•rth•r•. CornmunW•• 11 b• ¢onnKl•d to th• thrwh thi or pann•r•, whh ¢umM• D•v•wwi e4u¢lift con b•lnp tho pnOr. P•r•tywii••d ¢•rn . NHS . tr4ttrth Cumbrtl cco fundlrg to PPOrt d•11¥•ry of So¢l•l Pr•Krfbkng •nd PDlI1•d Cw• •rmu Noth cnb. W• h•lO fu on b•h•lf of th tytamY1dO •t••rfnp group •upkW • s¢¢1 Pr••tylNJ Communty ol Pr•¢llE• •nd • Gr••n Sod•l Pr•Krt4ry Gr•nl Fund v4•rnw by Cumbrf• Cofflmunlty FoundilloTh. ICP VCFSE H•alth CoacNno BLtt•ry- Awardad up8oNyfortho VCSFE Mthorio att•nd +lq•Mh COn9 S11• D•vdoprn•nl Progmrnm, •1 M Wy rits. O•c•ffbor2022- O•tmb•r2023. F¥mw lry You IKYNI- A p•rtn•Trhlp projod, fund•dthrough DCMS fund9, dWrfbul•d Curnbrf• corrlty F•Jnd0n, •nd l•a ty GrOUnawork• NE Ind Cuffib. Th• pw mi to h•lp al¥1• •od•l l•d•Uon •r •nur•0• ¥Junl•wthq th• FLYnM• •m. CumbrtD CV8 h•lp• r•l•r p•opk• to proi•ql and •ncouF•g•. pFomth•nd •upportvofunt••rfnooppOrtlkn. 8UppOn0¥ltrlGoFI. Fund•thty l•rdI1+0oF Communhy In¥••kn•At Fundlrtg. A lounnIhproIeEl1rch-D•rnb•r202I> t• •Upp)rtMMUnYorg•nlioUQflI In All•rd•i• IK4•rypprt •nd Worlhotwl¢• bld Ih•lr r••llkn¢•, Pll1•• •nd fln•nd•l iuiWkn•bWltyln • nunt4rof Wa Includlnq iupport wJHh gQV•MinM, rnorulthwl •nd tslnlngoltw•t••A•nd ¥dunl••rn, fulIng •n& &0p1rtsunO&•n1. Th• l• U• IUKSPFI - FuThJ•d thFtyJoh tho VK Sh•rod Prwrfty Fund IUKSPFI W•4irnorland Ind Fumotsts coun1, th• #lm tyf p•¢1 i• to # Mno0 01 wpport, li•lAng •nd loo1• to Wp loul vdunt•ry •nd c4nwnunlly ory8nl••lloDo mw• fin•fidly vlablo •nd iUithln•t4•,' to •ncour¥g• th•m to ¢•v•l¢p in •PPFO8ehlo Employ•rn 8upp)MdVolwA•ty•nd •n•ur• ibAt ihoyw•4t4• to b•ttttwFP)thwnp•¥olunt••r•. Th• PTohGI •01• to bumd olvolunlw• Uoh trnwrffj Ind iupM. Cornwll1ty H••llh Tr•n•foM•Uon. VCFse. Fwd•d by th• Lwc•thlr• •nd South Curnbrf• ICB •n8ur• •pproprlAlO r•pr•Mnl•Uon of VCF8e h propr•mff d•ifvffj proup•. l•Blllthl• con•ull•Uon of th• comrnunlly & •Kwr•g8 COpwK)n. thnmunkthuon Ind ihqrfng of b••¢ w•cVc•lh¢41 nd08 •ero•i lh• •Y1M. To InfoTm a mor• t401010 ro8poDs•10 Mmmunlty rn•ntal h•alth n•éd.14ellltitè bellw collBbornlkJn •nd up8ely bulldlng of Iho VCF8E a•etor, èn•urfn Includhq Ihmè om•ll•i gmilmoii ¢ommunNylfallh vmr l•d group• •r• wppDFiqd, lo IncroA90 AWArowM for $polI9 •CtOll Ih• •y•¢•m, r•¢rfnltyon ¢ ÉWIrtb1Dofeh rA P¥•34
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Cwnbrla Councll forVolunt•ry 8•pA¢• N•tM t• th• Fln•n¢l 8¢•t•m•rt• fgrlh• Ymr End•d Jl M•f¢h 2025 Prlw p•rf•d At l Aprfl ZDZ3 Ineoml w•Mw¢•• R•Mur¢•• •xp•nd•d Othv Trnn•f•rn Al JI Mar•h 2024 9•Inl1••I a•n•r•l aw•r•l lundi r•••r¥• 281,040 00.646 371,665 301,057 1398,9BII 14.071 2a6, g0,e46 Jao, 0,000 41.920 301,967 398.064 14,070 Il••lrl¢l•d Fund• Cumbrfi Innovalv• Fltststt R••ll•n¢• ICIFRI eylldlng B•tt•r Opportunfd•• 88mV P•opl• In th• L• Efl¢Wilghl Chrh•bhTNIl LIvIngwh B•yond •allh Plrtnornhlp Pun¢F•l•lnq ¢)fflrI Cumbdi ICC & Th1 8•dw R•f•rMI Cfyotdknitorn 7S,000 82,073 87,232 2D.000 13.4DD 31.250 100,650 40.943 22.139 20,527 8.73J 34.913 98.048 13,980 191.277 29,472 o.e12 2.452 70,748 11,fpX 130.7241 12,0 168.1831 106,4701 17.9701 1204,9341 181.8541 117,3971 18.9521 196,1511 48,806 8,010 228,343 16,6491 8,700 300,WO 45.833 16.721 4,500 71.8S8 Vonn•-VCSE L•ad•rnhlp Pmgrnmrn• Ami•d F9r•Llnk Wortqr Coffffiunw Conn•etorn 40.043 P8g•38
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23 N•t ass•ts bylund Unvestrlct•d Funds T•tsl Fund• 2025 Total Fund 2024 Fur+ds Tanglble ossets Inveslments Current assets Creditors: Ajnounts fallvvJ due within one year Crli10rs'. Amounts fallirvj due after more than one yoar Net assets 23.112 295.001 $2.802 Z3,112 2%,001 1,311,870 32.13S 295.IX)1 1.540.499 1.261,032 ($8.9631 (648.366) (705,365) (671.620) 1161.401) 1,034,614 311,952 612.666 924.618 Prlor porlod Total Fund• 2024 Total Fund• 2023 Ftsnds Funds TarnJible assets Inveslments CulnI essets Crndilors: Amounts fallNwJ due vAthln one year CdItors. AffnIS fallir¥J due aftèr one year Net assels 32.135 295,001 346,8TT 32.135 295.001 1.540.499 {671.620) 171,932 425,001 1,805,327 (1,072.707) 1.193.622 (489,662) (181.958) (161,401) 330,854 <161.401) 1.034,614 1173.389) 1,156.164 703,960