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2021-06-30-accounts

Annual Report 2020/2021

The Makaton Charity 30 June 2021 Charity number: 1119819 Company number: 06280108

Welcome!

The Makaton Charity’s Key achievements for 2020/2021 Mission Statement

To improve lives by enabling everyone to communicate successfully by using solutions that are effective and appropriate for them.

Our Vision

By 2025 to double the number of people we support, building a community of members, accessing innovative and life changing services.

Contents

Contents
Chair and CEO’s Report 4
About Makaton 6
Our Values 8
Our Growth 10
Digital Transformation 12
Membership 16
Makaton Friendly 18
Training 20
Reviews & Case Studies
Membership 22
Training 24
Tutor 26
Ambassadors 28
Trustee’s Report 32
Auditor’s Report 40
Financial Statements 44

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Annual Report • CEO & Chair’s Report

“There is no doubt that 2021 has been a challenging year, but the team, our volunteers and wider Tutor network have risen to the challenge, with 2021/22 looking even more exciting as we really start to make a difference within our community.”

Chair and CEO’s Report

Stephen Hall Chief Executive

Rob Douglas CBE DL Chair of Trustees

Overview of the year

As with many charities, 2021 has been a year of adaptation, living with the reality of Covid, and with the support of our staff, volunteers, and Tutor network, we are pleased to say that we have both secured our operation and progressed towards our long-term goals. The year saw us successfully pivot The Makaton Charity to an online model,

securing over 80% of our normal training volumes and reaching a whole new audience. The digital approach has helped us to build a closer relationship with our stakeholders, with over 70,000 people now signed up and using the Charity’s online resources. The Charity has traded at a small loss in the year but has maintained a strong cash balance and grown in important areas, expanding our provision, taking on a new and improved office and welcoming 4 new members of staff to the team. In a year where staying solvent feels like success, the Makaton team have excelled in driving the Charity towards its vision.

A big thank you to all who have helped

Every year there are many to thank, but this year seems especially important.

Firstly, we would like to thank all our Trustees who worked closely with the management team, often on a weekly basis, guiding and helping us to secure the support we needed to move the charity to a new post Covid model. Our staff team also adapted magnificently, moving seamlessly to meet the challenge of homeworking, creating an operating model which has been highly successful,

and something we plan to continue, as we adopt a blended working approach moving forward.

But it’s the Senior Tutors and Ambassadors for whom we have the greatest thanks, we asked a great deal of you all this year, commencing with a personal commitment to volunteer to help the Charity. With each person offering up to 200 hours of their time and expertise, we have created a pool of over 5,000 hours of support, without which we would never have had the resource and capacity to pivot the Charity and start to build the fantastic new services and provision that are starting to be rolled out. In recognition of this outstanding work, we have added a new section to the annual report, and we would encourage you to read some of the examples of the work undertaken, which will hopefully inspire even greater offers of help in the year to come.

Developing our new digital offer

Even though we’ve been through the depths of a Covid pandemic, our Charity team continues to move the digital agenda forward and expand our digital offer.

Late in 2020, we launched our standard membership offer, with

over a thousand people signing up to become paid Founder Members, and we’re well on the way to securing our initial target of 3,000 paid subscribers to the Charity. Each member can access a range of benefits from searching our library of Makaton signs and symbols, to monthly members-only webinars with top sector experts and Makaton users, an online chat forum and wide range of other free and member only resources.

We’re pleased to confirm that in April, we completed ahead of schedule the upload of all our signs and symbols into our new Makaton Library, and we’ve been working hard to update the search and tag functionality, something we should be launching to members in late 2021. This will offer a direct search function across all 65,000 assets of signs, symbols, videos, and other resources.

The Makaton Friendly scheme has already proven a great success with Makaton Users up and down the UK. Sadly placed on hold during the Covid pandemic, we have now relaunched the service as the Makaton Friendly Partnership Programme. This new partnership offers a clear pathway for community organisations to link with local consultant Tutors, who can support them in engaging and using the Makaton Language

Programme. A new interactive map enables members of the public to search and find Makaton Friendly places. In just two months, over 100 organisations have achieved the new Makaton Friendly Partner status, helping the Charity to create a truly local and accessible Makaton community.

What next for

the Charity

Makaton is on an exciting journey, one that builds upon our shared strengths, harnessing innovation and partnership to expand our impact. Helping us to reach our goal of doubling the number of people accessing the Makaton Language Programme and building an interactive community of Users, Tutors and Supporters.

On the digital front, our aspiration continues apace, with the imminent launch of Premium Membership giving Makaton users the capability to search and download our complete catalogue of 50,000 signs, symbols, videos and learning resources.

In addition, work is underway to launch our new interactive Makachat Community Space. Here Members will be able to meet with Tutors and other Users, ask questions, share ideas, and help the Charity to prioritise

new initiatives, something that we hope to expand into offline communities. The Charity is also working with partners to launch a new interactive App, as well as deploying a new online booking system, making it easier and faster to find, book and pay for our tutor networks provision.

But Makaton is not just working in the online space, we are also working to secure and expand our local Tutor support network, building even greater levels of provision close to areas where our users live and work. Our aim over the next couple of years is to increase the social impact of Makaton, improving our understanding of beneficiaries and doubling the size of our Tutor network. We aspire to introduce a new local training offer, working with our Tutors to enable organisations to embed the Makaton Language Programme within their inhouse training provision. Increasing support will improve access to those in greatest need of Makaton.

There is no doubt that 2021 has been a challenging year, but the team, our volunteers and wider Tutor network have risen to the challenge, with 2021/22 looking even more exciting as we really start to make a difference within our community.

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Annual Report • About Makaton

About Makaton

The Makaton Charity exists to ensure that everyone living with learning or communication difficulties has the tools and resources they need to understand and be understood.

We work towards this through our activities:

Makaton is a language programme that uses signs, symbols and speech. These elements are what provide the multiple ways for someone to communicate. The use of signs can help people who have no speech or whose speech is unclear and using symbols can help people who have limited speech and those who cannot, or prefer not to sign. Makaton is proven to overcome the frustrations often caused by learning and communication difficulties.

There are currently in excess of 2.2 million people in the UK with speech, language and communication difficulties and over 1 million Makaton users. The Makaton Charity uses a blend of innovative approaches to reach our Users. Building upon our traditional licence model, we are also providing a growing membership facility where families and Users can find the signs, symbols and resources they need. This sustainable approach ensures the maximum number of people can benefit from using Makaton.

The Charity aims to ensure that as many people as possible have access to Makaton, to achieve our goal of a truly inclusive society. Our community needs Makaton and we work to ensure we can support society’s needs and encourage the learning of Makaton, to achieve our vision ‘by 2025 to double the number of people we support, building a community of members accessing innovative and life changing services’.

“Makaton is proven to overcome the frustrations often caused by learning and communication difficulties”

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Annual Report • Our Values

----- Start of picture text -----
Respect Collaboration
We give everyone a voice We work collaboratively to
build effective solutions
We value each other’s
contributions We engage with others to
share ideas and approaches
We behave respectfully towards
each other and encourage We create strong
a sense of belonging and successful working
relationships
Excellence Innovation Integrity
We strive to improve lives We think with no We are fair and transparent
boundaries in all that we do
We put the Makaton Family
at the heart of everything We believe the seemingly We are responsible and
impossible is possible accountable for our actions
We deliver outstanding
service We are positive and We work with people who
lead the way share our values
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Our Values

Our values define who we are as an organisation. They are more than simply words, they are driving principles we all strive to uphold.

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Annual Report • Our Growth

Our Growth

The Makaton Charity has a clear vision of where it wants to grow. By 2025, we aim to double the number of people we support, building a community of members, accessing innovative and life changing sevices. Here’s how we intend to do that!

1. Grow Deeper

By building deeper relationships and knowledge of our customers, core users and wider stakeholders.

  1. Grow Wider

By expanding our provision and horizons, supporting more users and people.

3. Grow Newer

By harnessing new technology to broaden our offer, making it more accessible.

4. Grow Stronger

By strengthening our resource base to better impact the lives of those with learning or communication difficulties.

1. Grow Deeper

1.1 Create and expand an innovative ‘low cost, high value’ User Membership scheme, offering simple, easy to access links to partner services, and a place for the community to meet and learn from each other.

1.2 Working with the Tutor Network, user members and wider stakeholder partners to improve and extend the Makaton provision.

1.3 Working with academic institutions, researchers and wider partners to develop a thriving and informative research and partnership programme.

1.4 Develop an alternative and sustainable funding approach, aimed at supporting new product/ service innovation; together with the formation of a bursary to offer targeted regional and eLearning support to those who cannot afford to self-fund.

2. Grow Wider

2.1 Working with the Senior Tutor and Ambassador network to build a long-term innovative quality and capacity framework; one which will enhance sub-regional engagement, expand capacity at both senior and Tutor network levels and develop value.

2.2 Work with the wider Tutor and Membership network to identify and develop new areas of provision and market sectors.

user engagement and raises awareness and voice of those with a communication difficulty.

3.4 Develop, deploy and expand Makaton print and eLibrary offer, securing the development of new online and printed materials.

2.3 Simplify and improve access and delivery of the revised Makaton training and wider train the trainer pedagogy.

2.4 Proactively develop and expand the adoption and use of Makaton within the UK and a wider International context, working with overseas partners to secure new and innovative partnerships and provision.

4. Grow Stronger

4.1 Ensure the Charity has an effective and appropriate IT and Finance infrastructure.

4.2 Ensure the Charity is an empowering, supportive and dynamic place to work.

3. Grow Newer

4.3 Develop, simplify and improve access and delivery of the revised Makaton training and wider train the trainer pedagogy.

3.1 Ensure the effective adoption of the digital transformation agenda; standardising and strengthening the language programme, together with the deployment of streamlined and value-adding workflows in all areas.

4.4 Ensure the Charity secures appropriate long-term investment and working capital to fund new systems and technology.

4.5 Ensure the charity retains a responsive and effective governance model, which reflects best practice in the sector.

3.2 Alongside pedagogy specialists, develop, launch and expand the Makaton academy, creating a unique blend of regional, eLearning and CPD provision.

4.6 Together with the wider business, ensure a stable and growing financial model, retaining appropriate reserves and cashflow, delivering the planned business growth.

3.3 Develop and deploy a proactive marketing and eCommerce strategy, which drives membership and business growth,

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Annual Report • Digital Transformation

Digital Transformation

The Makaton Library

Partnership Programme

Reaching a wider audience

Over the past year we have digitised and uploaded a further 45,000 assets to The Makaton Library, the Library now holds some 50,000 assets which include every Makaton sign and symbol.

Not everyone who could benefit from Makaton knows about Makaton. To counter this, we have created and published a suite of new webpages, which focus on cause of need and demonstrate how Makaton may help those living with these difficulties.

Following a hiatus brought on by the Covid pandemic the Makaton Friendly programme, which helps local communities to support Makaton Users, has been thoroughly redesigned and relaunched.

Membership

The new Partnership Programme utilises our new digital tools and services to improve the level of support given to accredited organisations. In just two months the revised scheme has seen in excess of 100 organisations awarded Makaton Friendly status.

In 2021 we launched a new Group Membership option enabling up to four friends, family members, or colleagues to each enjoy the benefits of Standard Membership. This provides a more cost-effective pathway and allows individuals the opportunity to share the gift of Makaton with those for whom cost of membership may be a barrier to access. Around one third of our Memberships are Group Memberships.

Improving

communications

We have introduced a new email communication platform which is fully integrated with our customer database. As a result, we have improved our compliance with data protection regulations and unlocked the potential of free Membership registrations. The new system is more efficient and effective, saving time and improving the quality of our communications with the Makaton community.

Online Training

This year we cemented the success of our new online training proposition.

Our 1,000 strong network of Tutors embraced the remote learning format to overcome the challenges of the pandemic, and delivered all Makaton training online over the last 12 months.

Responding to feedback from the Makaton community we have developed, tested, and introduced a monthly direct debit payment for Standard Membership, enabling Members to spread the cost over a whole year. 15% of Members are now using this payment option.

Cyber Security

Overcoming major lockdowns and social restrictions we enabled 15,000 people to begin their Makaton journey with Level 1 training and empowered a further 6,000 to develop deeper Makaton skills with Level 3 and 4 training.

We are undergoing Cyber Essentials certification to reduce the risk of common IT threats and undertaking an independent GDPR health-check to protect our users data.

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13
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Annual Report • Digital Transformation

Online Reach

Website

Social Media

Email

Since launching in August 2020 Despite the pressures involved in our new website has attracted launching a new website, and a over 350,000 Users who have suite of new products, we continue visited the website 620,000 to engage and support the times and viewed more than Makaton community with a wide 2.5 million web pages. range of inspirational, practical, and newsworthy content.

Through a balanced, transparent, and fair process we have collected over 70,000 email addresses. Website visitors have signed up to gain access to free materials in The Makaton Library and take advantage of our free Membership trials.

(+10% YOY) (+7% YOY) Our network is growing substantially year on year (YOY). We are working hard to spread the word about Makaton through our online community; our social media and website presence.

Google searches account for around 50% of the visits to our website. In launching a brandnew website, we suffered a short-term reduction in visitors while Google developed an understanding of our new web pages. Work has been undertaken to improve the way our website is ‘optimised’ for search engines with visitor levels improving and strong indications that we will surpass previous audience levels. The way in which visitors interact with our website has also changed. Users previously visited an average of six pages when visiting our website, they now visit an average of 4.5 pages but spend the same time on our website at a fraction under three minutes. This indicates that visitors are finding what they want more quickly and spending more time reading our content.

This year the number of people following our Facebook page has grown by almost 10% to exceed 70,000. Our Instagram and Twitter audiences have both increased by 7% to reach 22,000 followers and 25,000 followers respectively.

With a new email system in place we will now go through the process of asking registered users to update their preferences so that we can improve the quality and relevance of our interactions with this exciting new audience.

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2.5m
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page views new website

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40k 150k
website users digital ad reach
via social on Google &
media 300k Facebook
website users via
Google searches
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Annual Report • Membership

Membership

Try before you buy

Membership launched in August 2020

Everyone who attends training is offered a 30-day free trial for Membership while website visitors can choose to take a 7-day free trial before committing to purchase. To date over 6,000 people have benefited from a free trial supporting them on their journey and enabling them to access the resources they need for free.

Membership gives subscribers enhanced access to The Makaton Library with 24/7 digital access to all the symbols and signs within the Core Vocabulary (Levels 1 – 4). With video tutorials, the support of our online community, Makachat, and the ability to download content for easy offline access, Membership is an essential partner for Makaton learners and practitioners.

Free Member Events

We are committed to providing our members maximum value, and as part of this commitment we are scheduling monthly events for our members, to provide support and put the principles of Makaton into practice.

All events are recorded and added to the Makaton Library for members to re-watch at a time of convenience. On average 30% of members have re-watched the recorded events with 25% of members attending live and feedback has been overwhelmingly positive:

Success

To date we have generated over 3,000 member subscriptions. In feedback, 95% of users have found the functionality enabling the searching for signs and symbols and the ability to download them as the most beneficial aspects of our membership.

“The presenters were brilliant, very engaging and informative. I genuinely think this is the best webinar I have been on (not just Makaton but all webinars!).”

“Great idea to include these webinars as part of membership. Good that they are recorded so they can be accessed later if the time doesn’t suit.”

“I have a hyperlink icon to the Makaton Library on the home screen of my phone so I can access the site immediately wherever I am. This is a huge help when Alfie needs a new sign on days out and for filling spur of the moment gaps in my signing vocabulary.” – Tiffanie, Makaton Member

What’s next?

Premium Membership

Following an extensive market review we have identified an improved platform, which overcomes the current limitations, provides the service members want, and will enable us increase operational efficiency. Work is well underway to implement the new system which is expected to launch in January 2022.

With the completion of our mission to digitise every sign and symbol we are now in a position to offer an enhanced level of Membership, supporting users beyond the everyday situations covered in the Core Vocabulary and empowering communication across a broad range of scenarios and settings.

“I have been really impressed with how easy it is to search for a word, and to quickly find a symbol, sign diagram and video of the word I need. The fact that I can open on any device and am not limited to one under a restricted licence is brilliant. I can look up a sign on any devices we have to hand at the time… Thanks Makaton Charity for developing such a fabulous resource.” - Tiffanie Smith

Premium Membership will be available toward the end of 2021, for a slightly higher subscription fee Premium Members will enjoy unlimited access to all 50,000 assets in The Makaton Library.

All new Makachat

Makachat is a key element of our Membership proposition. It is an online community platform designed to create a sense of belonging, a safe place to ask questions, share ideas, and provide members with expert online support from Makaton Tutors and Ambassadors.

“I am really enjoying my Membership! It is so useful to have all the signs and symbols just at my fingertips and I love that I can log on from my phone when I am out and about if I need to quickly check a sign - so handy!”

16 – Nikki, Makaton Member

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Annual Report • Makaton Friendly

Makaton Friendly

Successful relaunch

How Makaton Friendly benefits communities

Exciting news!

Over the past 12 months we have been busy remodelling the Partnership Programme to ensure it supports everyone involved, and most importantly unites communities through communication!

We have relaunched Makaton Friendly and have our first Makaton Friendly City in Wales, congratulations to St Asaph!

In becoming Makaton Friendly, organisations help to increase the accessibility of their products and services to people living with learning and communication difficulties, who might otherwise struggle to access them. Makaton Friendly organisations are trained, and supported, to use Makaton symbols throughout their services and products, to use signing to welcome and help people with learning and communication needs, and to educate their staff on wider learning and communication disabilities.

All accredited businesses and organisations are listed and promoted on the Makaton Friendly map on our website. Type in ‘St Asaph’ to view the diverse range of businesses and organisations who have contributed to making St Asaph a Makaton Friendly City.

How does it work?

Makaton Friendly accreditation rewards businesses and organisations who have achieved a consistent set of criteria relating to staff training and Makaton accessibility in their public areas.

With over 100 companies and service providers already enjoying accreditation, and the cities of Canterbury and Chester hot on St Asaph’s heels to achieve Makaton Friendly city status, we look forward to the programme gaining momentum over the coming year.

In achieving and communicating their Makaton Friendly status these organisations help to drive positive change and inclusivity, creating a fairer and more tolerant society for all.

What’s next?

Going for gold

Play to your strengths

The new Partnership Programme has been designed to follow our Vision for Growth. We have created a pathway for progress that enables partners to easily join the scheme and rewards them as they invest and progress, encouraging them to continually improve their ability to serve those living with learning and communication difficulties.

This year will see the introduction of Gold Level Accreditation. Supporting our ‘Grow Deeply’ strategy this new level of recognition will reward those partners who are deeply committed to providing the highest levels of support to Makaton Users.

Gold Level Partners will have more staff, who are more able to assist our community. They will enjoy close and regular interaction with their Makaton Tutor and their own, in-house, Makaton Champion will provide day-to-day support for colleagues and members of the community.

Rewarding effort

Bronze Level Accreditation supports our ‘Grow Wider’ strategy, making it easier for interested parties to achieve accredited status. Their staff still receive Makaton training, and premises must be welcoming and accessible to Makaton Users, but the investment of time and finance is minimised.

For more experienced partners Silver Level Accreditation recognises their enhanced signing skills and use of symbols throughout their premises.

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Annual Report • Training

Training

which specifically trains the end user, the person with the need.

Locked down and logged in

The thought, care, and consideration that has gone into online training is evident in the positive feedback we have received. Participants have reported that the ability to see their own signing on screen has been highly beneficial.

The Watch My Needs workshop is designed for adults who are beginning to experience difficulties with understanding and recall, after having good understanding, recall and use of language. It is for direct use with adults with memory difficulties, who should attend the workshop sessions with a supporter.

Building on the success of our innovative online training solution, our 1,000 strong network of Tutors overcame the challenge of the Covid pandemic by delivering all training online, for the entire year.

To maximise the impact and effectiveness of online learning many Tutors have broken formerly day long courses into smaller ‘bitesize’ sessions. Participants have found the reduced impact on their schedules extremely beneficial and has made it easier for them to attend

Analysing the supply of workshop manuals, we estimate that around 16,000 participants attended Level 1 training, to commence their Makaton learning journey despite the restrictions relating to the pandemic.

This workshop is the first of its kind as it focuses on the Makaton Core User at the centre of the programme, with the aims of promoting independence, gaining confidence in making choices and taking part in daily activities. There is no requirement for anyone attending this workshop to have any prior knowledge of Makaton.

This same analysis indicates a further 6,000 participants attended Level 3 and 4 online training, suggesting that around one third of people who begin training move on to study more advanced content.

Watch my Needs

Inspired by extensive research we have developed and launched this year, our first workshop

“I was a little bit nervous about joining the Zoom workshop for the very first time because I wasn’t sure how it would go but the Tutor welcomed me and made me feel at ease. It was easy to follow along with the Tutor, the session went by quickly, at just about the right pace. To anyone thinking of joining a workshop I would say, definitely do it. It is really really worth it. I enjoyed every minute of it.”

“The workshop was so valuable and really cemented my knowledge. I wish I had attended the workshop earlier and I now encourage friends who have just started using Makaton to go on the course as soon as they can.” – Marie P

What’s next?

Nationwide support

One stop shop

New training provision

There is a fantastic provision of Makaton training across the UK. With Tutors offering a broad spectrum of online and facetoface workshops participants, can expect to find suitable training within a reasonable distance and timeframe.

The Makaton network supports faith-based communities to learn and deploy the language programme in local areas. Working with our partner ‘Count Everyone In’ we are pleased to confirm that a new Know and Grow provision will be launching in early 2022. This will provide Churches, Tutors and their communities with access to a broader inclusivity training package linked to the wider Know and Grow series.

To improve this situation, we will establish a new booking platform, making it easier for participants to book training and for Tutors to promote their workshops.

Hosted on The Makaton Charity website, and available for Tutors to use own their own independent websites, the new booking system will hold the details for all scheduled Makaton training across the country.

Hide and seek

Makaton Tutors offer a broad spectrum of online and face-to-face workshops across the UK and learners can expect to book suitable training within a reasonable distance and timeframe.

The system will help to streamline operations for The Makaton Charity, Tutors, and Trainers while ensuring that every planned workshop maximises its booking potential through the marketing and promotional activities the Charity undertakes.

The Frontline Services Workshop is designed for participants who work in fast paced environments. It provides an insight into the Makaton Language Programme, bespoke resources to help with quick and useful communication, plus signs and symbols that participants will find most useful in their settings. The workshop also aims to identify participants who can become Trainers within their departments and develop the use of Makaton to aid colleagues within their roles.

However, booking the training can sometimes pose a challenge for participants. Workshops are currently listed across a wide variety of websites and booking platforms. With no single point of reference listing every workshop in the country, participants must trawl the internet to find the best option for them and sometimes potential learners slip through the net.

– T Signing Helper

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Annual Report • Review: Membership

Review: Membership

Top 3 Membership Benefits?

Our Makaton Journey

I am Tiffanie, a primary school teacher and mum to Alfie, who has Down’s syndrome.

I began our Makaton journey when Alfie was 10 months old, using the signs for ‘more’ and ‘finished’. I carried on learning a sign or two a week from Mr Tumble on TV, Something Special magazine, and Singing Hands DVDs.

Challenge

This is a huge help when Alfie is needing a new sign on days out and for filling spur of the moment gaps in my signing vocabulary.

I have been really impressed with how easy it is to search for a word, and to quickly find a symbol, sign diagram and video of the word I need. The fact that I can open on any device and am not limited to one under a restricted licence is brilliant. I can look up a sign on any devices we have to hand at the time.

Alfie started primary school knowing over 300 Makaton signs, which then supported his developing speech as it still wasn’t clear to all listeners. He has continued to use Makaton to learn new vocabulary, and if he is tired, he will sign rather than talk.

There is just such a huge wealth of resources to use, and I am excited to explore them all and share them with Alfie.

Thanks Makaton Charity for developing such a fabulous resource.

I have been able to add a quick hyperlink icon to the Makaton hub on the home screen of my phone so I can access the site immediately wherever I am.

I completed Levels 1 -4 of the Makaton training within the last year and recently signed up as a Makaton Member.

“Thanks Makaton Charity for developing such a fabulous resource.” – Tiffanie Smith

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Annual Report • Case Study: The best gift? A voice…

Case Study: The best gift? A voice…

Listen with your eyes

Challenge

Solution

I worked for another company, and I was put on Makaton training. I realised, “this is what I want to do. It’s why I’m here. This is my purpose.”

I was born prematurely with a birth defect affecting my ability to learn to talk and autism which delayed my speech further. Makaton was my first language, and it still is.

I volunteered in adult social care. I saw adults given drinks, clothes, and food, all with no choice. I asked “why?” and was met with blank faces or told “They can’t choose”.

I asked the Tutor how I could become a Tutor, she explained. Years passed, geography and my own epilepsy meant I couldn’t do it, but then lockdown came, and I could try and reach my dream.

Before the age of 7 I only communicated through photos, symbols, and signing. I had a voice, just not a verbal one, and it often went unheard.

They waited for breakfast when they could have been involved. I didn’t like it. I held bottles of drink and let them touch, look, or point. And they did! They looked, pointed, touched, and smiled. They had opinions.

Sometimes people didn’t notice I had something to say. I wanted that connection all the other kids got.

I redid all my courses, and I applied. I got in.

I remembered being overlooked as a kid. I knew what it was like to not have a voice, and I couldn’t watch that continue.

I worked hard every day. There was language I didn’t understand because I never learnt it at school, so I worked through GCSE revision books late into the night.

Key Achievements

I decided then to work in adult social care, helping individuals have a voice, an opinion, and a choice.

Results

And I got my dream! I am now a Makaton Tutor! I cried for a day when I found out I’d passed! I’m a Makaton user but now I’m also a Makaton Tutor!

I want to raise awareness. I want to be part of the solution and help others. A voice is the best gift you can give someone. Everyone deserves a voice and deserves to be heard.

“As a child I had an earache and no way to express my pain other than bang my head on the wall and hope someone would look at it. 24 hours later when I got a runny nose I was taken to the doctors and my ear drum had burst.”

– Xander Green

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Annual Report • Case Study: Makaton in Emergency Care

Case Study: Makaton in Emergency Care

How to gain informed consent?

Challenge

Results

With sponsorship from her trust Nikki undertook the Makaton Tutor Training Course and qualified as a Makaton Tutor in July 2021.

In her work as a Paramedic Nikki meets a variety of ambulance service users, many of whom experience communication and/or learning difficulties or disabilities. She realised that pre-hospital emergency care services had no way of gaining informed consent from people with learning and/ or communication difficulties - a whole demographic being unable to speak for themselves whilst having full capacity to make their own decisions.

In medical practice, the first and most important rule of patient care is informed consent. Before any treatment or assessment takes place, the clinician must explain what will happen, verify understanding and seek consent from the service user.

The Makaton Language Program is unlimited and impartial – Nikki has successfully used Makaton signs and symbols to communicate with people who are deaf, elderly persons who are hard of hearing, patients with dementia and patients recovering from strokes – She has found that Makaton can be used in all kinds of environments.

The Ambulance Service have an on-call interpretation line to support persons who do not have English as a first language but there is no provision for communicating with people with learning and/ or communication difficulties.

Having an ambulance crew turn up is unnerving as it is, without the added anxiety of not being able to understand or communicate. Nikki has placed a whiteboard in the ambulance where she uses Makaton symbols to show a “now and next” format for what will happen – used in conjunction with signing and the healthcare cards she keeps on a lanyard, she has found that service users appear calmer and at ease with the situation due to these simple but effective communication aids.

Solution

Nikki wrote directly to the CEO of her Ambulance Service Trust, highlighting their gap in service and suggesting Makaton as a solution. She was delighted when he replied immediately and in full support of her ideas. Working with the Equality and Diversity lead for the Trust, Nikki created a business proposal for the implementation of Makaton across the Trust and secured funding to realise this dream.

Key Achievements

Nikki is now tasked with

providing training to all frontline emergency staff to enable them to provide a fully inclusive service to all demographics.

“With communication, dignity and respect being the foundations of pre-hospital care, it seems to me that the utilization of the Makaton communication program in pre-

hospital care will enable so many people to speak for themselves where they have previously not had a voice.” – Nikki Harrison, Paramedic

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Annual Report • Ambassadors

Ambassadors

What is an Ambassador?

Case Study: Nic Pike – Life as an Ambassador

The role of a Makaton Ambassador enhances my work life in many ways. Meeting trainee tutors and supporting them to continue their Makaton journey has been wonderful and having undertaken further work and assessments to be able to deliver tutor training invites another exciting chapter in my own development. I really enjoy being part of smaller teams within the wider team, having been invited to be part of the Quality Assurance Team which oversees the many requests and projects that the Makaton Charity receives; and the Signing Team which looks at creating new assets for the language programme.

In August 2020, Makaton launched our Ambassador progamme with the announcement of our first ten Ambassadors, Makaton Tutors with specialised skillsets within The Makaton Language Programme and proven commitment within the Makaton community.

Each Ambassador has committed to donate 200 hours per year to support the expansion of Makaton Friendly communities, awareness, advocacy, and development of the Makaton Language Programme. They are trained by Senior Tutors to continue to maintain the quality of the programme.

As Ambassadors, we are committed to a number of voluntary hours to undertake these pieces of work. This support allows the Makaton Charity to grow, develop and move forward. It gives me chances to grow as a practitioner with opportunities for sustained practise and continual professional development. Probably the most important of all, is the profound effect the growth of the charity will have on the beneficiaries of Makaton, the users themselves. With new and improved resources becoming available to result in better communication outcomes for all.

Ambassadors support Senior Tutors to provide training for Tutors, support at Tutor Revision Sessions and promote and support the work of The Makaton Charity. They also support the Makachat online community within the membership area.

Amanda Glennon

Regional Makaton Tutor and founder of Inclusive Teaching Matters. Amanda’s daughter is a Makaton user and fuels her desire to make the world a Makaton Friendly place.

Andy McLoughlin

Andy uses Makaton in his work supporting adults with learning disabilities. Having witnessed the positive outcomes Makaton brings he is keen to change many more lives for the better.

Becky George

A freelance Makaton Tutor with a focus on faith-based signing. Becky initiated the Makaton Blessing and founded Sensory Spectacle to help people living with sensory processing difficulties.

Helen Hayhoe

A Makaton Tutor with 40 years’ experience in special education and learning support, Helen is now involved in research, writing, and teaching and supporting adults in the community.

Kerry Cawley

As a parent, Kerry has used Makaton at home for almost 20 years. She also uses Makaton in her role as a Portage Home Visitor, helping people to communicate with their family and others.

Debbie Lakin

A freelance Makaton Tutor with a background in early years and Special Education, Debbie has a passion for making communication (particularly Makaton) accessible to all.

Ami Coleman

An independent Speech and Language Therapist, Ami has been a Makaton Tutor since 2008. She is the founder of SLT Consultancy Amica and co-founded Swan Therapy Hub.

Nic Pike

Nic is a Makaton Tutor who has used Makaton for over 30 years in Residential Services and more recently as a parent. She has witnessed the diversity of lives Makaton can transform.

Richard Fish

Richard has worked with young people at a residential, special educational needs school for 17 years. As a freelance Makaton Tutor he is passionate about giving people a voice.

Peter Rooney

Peter is an independent Makaton Tutor supporting (mainly) adults with learning disabilities for 30 years. He uses Makaton with his son Billy and runs a signing choir in Newcastle.

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29

Annual Report • Ambassadors

Senior Tutors and Future Ambassadors

Senior Tutors

Senior Tutors are Makaton Tutors with specialised skillsets and experience, who have continually supported in teaching and maintaining the high quality of The Makaton Language programme. They attended up to two years of further training to maintain the Programme. This training involves further assessment and development of signing, symbol, translation and training skills as well as specific project work.

Mike Harris

Tracy Clark

Julie Hawkins

Senior Tutors provide training for Tutors, run Tutor Revision Sessions, and promote and support the work of The Makaton Charity.

Shelina Mitha

Ann-Marie Casely

Sarah Norman

Second cohort of Ambassadors

Libby Lumley Stafford Lowri Roberts Jemma Sagar Laura Netley

Nuala McAlinden Holly Rankin Dawn Cooper Kris Campbell Prit Chouhan Helene Elia Karren Derrington Sarah Laszlo

Holly Cannon Taylor Catriona Chisholm Linda Ellis

Hannah Williams

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31
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30

Annual Report • Trustee’s Report

Trustee’s Report

Financial Review

The trustees present their report and the audited financial statements for the year ended 30 June 2021. Reference and administrative information set out on pages 33-38 forms part of this report. The financial statements comply with current statutory requirements, the memorandum and articles of association and the Statement of Recommended Practice - Accounting and Reporting by Charities: SORP applicable to charities preparing their accounts in accordance with FRS 102. This trustees’ annual report includes a directors’ report as required by company law.

workshop manual income. This increase was due to new revised workshop manuals, which were introduced in the year, together with an increase in unit sales due to increased participant numbers. The charity’s income and trading activity has been impacted by the Covid pandemic, which has seen network training activity reduced by around 20%. This has been mitigated by a movement into an online Zoom training environment, together with the launch of new Membership and Business Training provision, with income now stabilising and recovering as the year progressed.

Expenditure

Surplus

Total Expenditure during the year increased to £1,304,948 (2019: £1,241,739) or 5.09% in line with previous year. The major change in expenditure has been the continued digitalisation of the charity’s operation, together with recruitment of some additional staffing resource. Following the adoption of the new IMIS system, the Charity has updated its cost allocation approach to better reflect its new and ongoing operating mode. This has resulted in a changed allocation of charitable cost when comparing to previous years allocation.

We report a Loss for the year of £28,282 (2020 surplus of £117,101). Of that Loss there was a decrease in the restricted funds held for purposes prescribed by the donors.

Incoming resources

Incoming resources decreased by -6.05% this year, totalling £1,267,166 (2020: £1,358,840).

Most of the income was derived from delivery of the charitable activities and particularly in the

Reserves

Each year the Trustees review the purpose of any reserves the Charity holds and determines the level they consider necessary to fulfil its legal and commercial obligations and in setting aside any funds earmarked for investment in specific projects. The Trustees determined that a minimum level of £230,000 should be held to ensure the Charity can meet its contractual obligations. Additionally, the Trustees designate an amount of the general fund equal to the value of fixed assets to provide for their replacement. At the end of the year the balance on the Unrestricted Funds was £ 502,884 (2020: £527,698), some £272,884 above the minimum requirement. During the coming year, the Trustees shall be reviewing the development needs and strategic objectives of the Charity with a view to ensuring that any reserves held are justified for the delivery of the charitable objectives. At the end of the year the Charity held £14,570 in restricted reserves (2020: £18,038).

Fundraising Activities

During the year, the Trustees and Senior Management reviewed fundraising practices to ensure that best practice is followed. The Charity continues to be registered with the Fundraising Regulator and ensures that it complies with the Code of Fundraising Practice.

The Charity does not work with external agencies to carry out fundraising activities nor do we share any sensitive personal data with other organisations. We provide guidance for any people voluntarily undertaking fundraising activities for the Charity’s benefit, including a responsible approach to protecting the interests of vulnerable people.

We have not received any complaints during the year either directly or from the Fundraising Regulator but would take any such reports extremely seriously. We have put in place systems to respond to any enquiries made under the General Data Protection Regulation and to deal with any personal data created or received in a manner consistent with the spirit of those regulations.

----- Start of picture text -----
Income Total: £1,276,666
Tutor licences
and membership
£115,528
Royalties
£40,887
Publications
and resources
Grants and donations
£248,360
£21,229
Workshops Other
and courses £17,100
£274,483
Translation
£7,048
Sales of manuals Worldwide promotion
£548,811 of Makaton
£2,634
Investments
£586
----- End of picture text -----

----- Start of picture text -----
Expenditure Total £1,304,948
Other training
projects
Workshop and services
manual
£105,942
printing/
production Tutor licence/
£163,141
membership
schemes
Publications and £61,171
other resources
Worldwide
£368,210
promotion
of Makaton
£46,302
Provision of workshop
and courses Translation
£516,643 services
£21,938
Raising funds
£21,601
----- End of picture text -----

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33

Annual Report • Trustee’s Report

Risk Management

The Trustees are responsible for managing the Charity’s risk; the CEO has delegated authority to manage this process. Risks are managed through a risk matrix approach where likelihood and impact on the charity are assessed and graded. All risks that are identified are owned by a named senior manager with regular reports and updates provided to Trustees. The Trustees are satisfied that the major risks have been identified and processes for addressing them have been implemented. The Trustees have identified the following key risks to the Charity;

Managing Environmental Instability

The Charity generates over 90% of its operational income from its traditional social enterprise approach, following Brexit and the Covid pandemic the Charity has seen significant instability within this traditional market area, which has made the planning and investment landscape very challenging to navigate. To mitigate this risk, the Trustees approved a number of measures including the development of online training and the launch of

the Charity’s membership scheme, which together have started to better spread the Charity’s income risk across a range of additional revenue streams.

Delivering a sustainable offer

The past twelve months have seen the Charity both rapidly deploy new digital systems and content, together with migrating from a traditional office base to a more hybrid operating model. Following the removal of the lockdown restrictions, the Charity Management and Trustee team have been working to identify a new optimum operating model, one that creates a sustainable rhythm for investment, innovation and the wider employment base. Trustees, working with the Senior Management have looked to introduce a new flexible working model, invested in new computer and cloud-based software technology and a new cutting-edge office resource, providing our team of staff and volunteers with the resources they need to develop and secure the Makaton Charity’s future.

Ensuring Makaton meets the needs of its Users

During the past year the Charity has continued to work closely with our Senior Tutors, Ambassadors and national network of Tutors, launching during the year a range of new resources, webinars and support material. The challenge for the charity, both now and into the future, is how we create a more agile operational model, better able to listen, discern and understand the needs of our Users and stakeholders, while responding in a more effective, timely and viable manner. The Senior Management Team, working with the Trustees’ support have started this journey, adopting a new team based Objective and Key Result (OKR) methodology to goal setting, together with the deployment of a more agile project management approach, enabling the charity to deploy a greater numbers of smaller projects, that test the water, growing our knowledge and understanding while developing our provision and service to our Users.

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35

Annual Report • Trustee’s Report

Trustee’s Report

Structure / Governance

The organisation is a charitable company limited by guarantee, incorporated on 14 June 2007 and registered as a Charity on 25 June 2007. It has no subsidiaries, nor did it have any transactions with any related parties during the year.

Trustees’ role

The Charity’s Memorandum and Articles of Association set out the objects and powers of the Charity and govern its administration. The Trustees are responsible for overall governance and direction of the Charity. A minimum of three trustees are required, with a maximum permitted of 10. On June 30 2021 there were eight Trustees. The Trustees delegate operational responsibility to the Chief Executive Officer to achieve the objectives set by the Board, who is in turn supported by the Senior Management Team (SMT) and staff.

The Trustees review the aims, objectives and activities of the Charity each year to ensure public benefit. Trustees refer to the guidance contained in the Charity Commission general guidance on public benefit when

reviewing the Charity’s aims and objectives and in planning its future activities. The Trustees consider planned activities will contribute to the aims and objectives that have been set.

The Board

The Board meets quarterly and in addition aims to hold a range of ‘Deep Dive’ sessions where it can interrogate strategic areas in more detail, together with an annual strategic planning day, which feeds into the annual Business Planning and Objective and Key Result setting process. Detailed oversight of performance in specific areas of the Charity’s work is undertaken in committees of the Board who report back in summary to the full Board, where any significant decisions are made in accordance with the Articles of Association.

Following a Governance review undertaken during the year the Board agreed a revision to its committee structure, introducing a Finance & Digital, Quality & Standards and People & Governance committee structure, where each Committee meets a minimum of

three times during the year.

The appointment and remuneration of senior staff (SMT) is discussed with the Chair of the Board, Treasurer, and the People and Governance Committee (which reviews salary benchmarks). In some cases, the full Board will be involved in such decisions. The Charity adopts and maintains a policy of equal opportunities for all in organisational policies as well as ensuring that products and services are presented in a positive and sensitive way for people of all faiths, cultures, disabilities, genders and sexual orientation.

Impact of Environmental factors

In the period of March-June 2021, the Board supported by the Senior Management Team, continued to re-evaluate the Charity’s business model, both in relation to the ongoing Covid pandemic and the impact of Brexit. Trustees have supported the team in their progress of digital transformation, which has seen the Charity recover over 80% of its pre Covid operational income levels. The pandemic

continues to dampen demand for training, however we are seeing the evidence of recovery as people return to face-toface activities. In the Summer of 2020, the Charity launched its online membership offer, with 70,000 people having registered as Free members by year end, and a further 1,500 taking out a new paid subscription with the Charity. This together with a significant growth in corporate training within the Schools, NHS and Charity sector has seen the development of a better spread in charitable income, something that should improve year on year. The impact of Brexit has been relatively limited, with mitigations put in place to ensure print and dispatch could be maintained, the primary issue faced by the charity has been the import and export of goods between the EU and Northern Island, however this is being resolved as the new custom rules bed in.

Trustees’ commitment

All Trustees give their time voluntarily and receive no benefits from the Charity. Any expenses reclaimed from the Charity are set out in note 5 to the accounts.

The Charity provides induction and training to new Trustees. Training of Trustees is supported by regular presentations by the Senior Management Team. Trustees also attend external training and networking events. Trustees will serve in office for a period of three years but thereafter may be reappointed for a further term provided three quarters of the Trustees consent to such reappointment. During the period, the Charity engaged the services of an external consultancy to undertake a full governance review, the findings of which showed the charity was in a strong position and fully compliant with Charity Commission codes of conduct. Following the release of the report Trustees, working with the Chief Executive are now developing a range of action plans to ensure that the Charity retains a best practice approach to governance.

Going concern

The Trustees have reviewed the Going Concern position and consider that there are no material uncertainties about the charitable company’s ability to continue as a going concern.

While the Covid pandemic has resulted in some instability in income, the charity has successfully mitigated this by pivoting its training provision to online platforms, further deployment of the membership offer, and retained an additional £50k in new organisation based training provision. The Charity has retained a CAF loan facility and is working with CAF to extend the loan period, but at a reduced level for a further 12 months. Current trading appears stable, with considerable growth potential for the future. There are no further key judgements that the charitable company has made which have a significant effect on the accounts. The Trustees do not consider that outside of the Covid pandemic, that there are any other sources of estimation uncertainty, at the reporting date, that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period.

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37

Annual Report • Trustee’s Report

Trustee’s Report

Trustee Responsibilities

The Trustees (who are also Directors of The Makaton Charity for the purposes of company law) are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements

Company law requires the Trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charitable company, and of the incoming resources and application of resources, including the income and expenditure of the charitable company for that period. The Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. In so far as the Trustees are aware:

aware of any relevant audit information and to establish that the auditor is aware of that information.

The Trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Members of the Charity guarantee to contribute an amount not exceeding £1 to the assets of the Charity in the event of winding up. The Trustees are members of the Charity, but this entitles them only to voting rights. The Trustees have no beneficial interest in the Charity. The trustees’ annual report has been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime. The Trustees Report has been approved by the Trustees on 8 December 2021 and signed on their behalf by the Chair, Rob Douglas CBE DL.

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39

Annual Report • Auditor’s Report

Auditor’s Report

Basis for opinion

Opinion

We have audited the financial statements of The Makaton Charity (the ‘charitable company’) for the year ended 30 June 2021 which comprise the statement of financial activities, balance sheet, statement of cash flows and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

In our opinion, the financial statements:

• Give a true and fair view of the state of the charitable company’s affairs as at 30 June 2021 and of its incoming resources and application of resources, including its income and expenditure for the year then ended

Conclusions relating

to going concern

In auditing the financial statements, we have concluded

that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

• Have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively,

may cast significant doubt on The Makaton Charity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other Information

The other information comprises the information included in the trustees’ annual report, other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements,

we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

In our opinion, based on the work undertaken in the course of the audit:

Matters on which

we are required to

report by exception

In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the trustees’ annual report. We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

trustees’ annual report and from the requirement to prepare a strategic report.

Responsibilities of trustees

As explained more fully in the statement of trustees’ responsibilities set out in the trustees’ annual report, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charitable company’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

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41

Annual Report • Auditor’s Report

Auditor’s Report

Capability of the audit in detecting irregularities

Auditor’s

responsibilities for the audit of the financial statements

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, our procedures included the following:

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

• We enquired of management, which included obtaining and reviewing supporting documentation, concerning the charity’s policies and procedures relating to:

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud are set out below.

framework that the charity operates in, focusing on those laws and regulations that had a material effect on the financial statements or that had a fundamental effect on the operations of the charity from our professional and sector experience.

• In addressing the risk of fraud through management override of controls, we tested the appropriateness of journal entries and other adjustments, assessed whether the judgements made in making accounting

estimates are indicative of

a potential bias and tested significant transactions that are unusual or those outside the normal course of business.

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or noncompliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional

concealment, forgery, collusion,

omission or misrepresentation.

A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc. org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

Use of our report

This report is made solely to the charitable company’s members as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company’s members those matters we are required to state to them in an auditor’s report and for

no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

Jonathan Orchard

(Senior statutory auditor)

Date: 21 January 2022

for and on behalf of Sayer Vincent LLP, Statutory Auditor, Invicta House, 108-114 Golden Lane, London, EC1Y 0TL

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43

Annual Report • Statement of Financial Activities & Balance Sheet

Statement of Financial Activities

Balance Sheet

(incorporating an income and expenditure account)

For the year ended 30 June 2021

Note Unrestricted Restricted
2021		 Unrestricted Restricted 2020
Funds Funds
Total		 Funds Funds Total
Income from: £ £
£		 £ £ £
Grants and donations
Charitable activities		 2 11,729 9,500
21,229		 32,109 43,415 75,524
Fees for workshops and courses 274,483 -
274,483		 162,688 - 162,688
Sale of workshop manuals 548,811 -
548,811		 546,687 - 546,687
Tutor Licences and memberships schemes 115,528 -
115,528		 117,760 - 117,760
Sales of publications and other resources 248,360 -
248,360		 335,042 - 335,042
Royalties for the use of Makaton worldwide 40,887 -
40,887		 58,439 - 58,439
Worldwide promotion of Makaton 2,634 -
2,634		 2,418 - 2,418
Translation services
Investments
Other		 7,048
586
17,100		 -
7,048
-
586
-
17,100		 43,935
910
15,437		 -
-
-		 43,935
910
15,437
Total Income 1,267,166 9,500
1,276,666		 1,315,425 43,415 1,358,840
Expenditure on:
Raising funds		 21,601 -
21,601		 16,167 3,504 19,670
Charitable activities
Provision of workshop and courses 505,300 11,343
516,643		 339,561 24,827 364,387
Printing and production of workshop manuals
Tutor licence and memberships schemes		 163,141
61,171		 -
163,141
-
61,171		 89,422
180,234		 -
8,075		 89,422
188,309
Other training projects and services
Publications and other resources
Worldwide promotion of Makaton		 105,942
366,585
46,302		 -
105,942
1,625
368,210
-
46,302		 74,732
426,509
47,344		 -
7,009
-		 74,732
433,518
47,344
Translation services 21,938 -
21,938		 24,356 - 24,356
Total expenditure 3 1,291,980 12,968
1,304,948		 1,198,324 43,414 1,241,739
Net income (expenditure) 4 (24,814) (3,468)
(28,282)		 117,101 - 117,101
and net movement in funds
Reconciliation of funds:
Total funds brought forward 527,698 18,038
545,736		 410,597 18,038 428,635
Total funds carried forward 502,884 14,570
517,454		 527,698 18,038 545,736

All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movement in funds are disclosed in note 17 to the financial statements.

As at 30 June 2021
s at 30 June 2021
Fixed assets:
Intangible assets
Tangible assets
Current assets:
Stock
Debtors
Cash at bank and in hand
Liabilities:
Creditors: amounts falling due within one year
Net current assets
Total assets less current liabilities
Creditors: amounts falling due after one year
Total net assets
The funds of the charity:
Restricted funds
Unrestricted income funds:
Designated funds
General funds
Total unrestricted funds
Total charity funds		 Note
9
10
11
12
13
15
16
158,912
343,972		 £
29,630

136,729
604,281
£
2020
£
29,374
84,258
113,632
20,634
129,199
611,931
761,764
(279,660)
482,104
595,736
(50,000)
545,736
18,038
113,632
414,066
527,698
545,736
Company number: 06280108
2021
£
26,599
132,313
158,912 113,632
482,104
770,640
(412,098)		 761,764
(279,660)
358,542 113,632
414,066
517,454 595,736
(50,000)
-
517,454 545,736
18,038
527,698
14,570
502,884
517,454 545,736

Approved by the trustees on 8th December 2021 and signed on their behalf by

Ian Newman Treasurer

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45

Annual Report • Cashflows

Statement of Cashflows

Financial Notes

Notes to the financial statements for the year ended 30 June 2021

For the year ended 30 June 2021

----- Start of picture text -----
2021 2020
Note £ £ £ £
Cash flows from operating activities
Net cash provided by / (used in) 18 75,543 275,082
operating activities
Cash flows from investing activities:
Interest from investments 586 910
Purchase of fixed assets (tangible and intangible) (83,779) (56,830)
Net cash provided by / (used in) investing activities (83,193) (55,920)
Change in cash and cash equivalents in the year (7,650) 219,162
Cash and cash equivalents at the beginning of the year 611,931 392,769
Cash and cash equivalents at the end of the year 604,281 611,931
----- End of picture text -----

1. Accounting policies

a) Statutory information

The Makaton Charity is a charitable company limited by guarantee and is incorporated in the United Kingdom. The registered office address is 66 Lincoln’s Inn Fields, London, WC2A 3LH and the principal place of business is Westmead House, Farnborough, Hampshire GU14 7LP.

b) Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) - (Charities SORP FRS 102), The Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy or note.

The trustees do not consider that there are any sources

of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period.

c) Public benefit entity

The charitable company meets the definition of a public benefit entity under FRS 102.

d) Going concern

The Trustees consider that there are no material uncertainties about the charitable company’s ability to continue as a going concern. While the Covid pandemic initially resulted in a significant reduction in income, the charity has successfully mitigated this by pivoting its provision to an online, Zoom based environment, together with launching a new membership offer. Current trading appears stable, with considerable growth potential for the future. There are no further key judgements that the charitable company has made.

e) Income

Income is recognised when the charity has entitlement to the

funds, any performance conditions attached to the income have been met, it is probable that the income will be received and that the amount can be measured reliably.

All income arising from trading activities is permissible within the Charity’s objects and is stated net of value added tax. The Charity does not undertake any trading outside the scope of its objects.

Income arising from activities is deferred to the extent that the service or goods to which it relates have not been provided at the end of the financial year.

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

Grants for the purchase of fixed assets are credited to restricted incoming resources when receivable. Depreciation of fixed assets purchased with such grants is charged against the restricted fund.

Where a fixed asset is donated to the Charity for its own use, it is treated as an unrestricted

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Annual Report • Financial Notes

Financial Notes

donation and the asset is capitalised and written off over its estimated useful life.

f) Donations of gifts, services and facilities

On receipt, donated gifts, professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure or fixed assets as appropriate in the period of receipt.

g) Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

h) Fund accounting

Restricted funds are to be used for specific purposes as laid down by the donor. Expenditure which meets these criteria is charged to the fund.

Unrestricted funds are donations and other incoming resources received or generated for the charitable purposes.

Designated funds are unrestricted funds earmarked by the Trustees for particular purposes.

i) Expenditure and irrecoverable VAT

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings:

• Costs of raising funds relate to the costs incurred by the charitable company in inducing third parties to make voluntary contributions to it, as well as the cost of any activities with a fundraising purpose.

• Expenditure on charitable activities includes the costs of delivering products and services, developing and maintaining the Makaton vocabulary and associated resources, and other costs undertaken to further the purposes of the charity and their associated support

costs. Expenditure also includes attributable VAT which cannot be recovered.

Other expenditure represents those items not falling into any other heading.

j) Allocation of support costs

Expenditure is allocated to the particular activity where the cost relates directly to that activity. However, the cost of overall direction and administration of each activity, comprising the salary and overhead costs of the central function, is apportioned on the following basis which are an estimate, based on staff time, of the amount attributable to each activity.

Support and governance costs are re-allocated to each of the activities being supported based on whether or not they are directly attributable or based on salaries. Goverance costs are re-allocated based on charitable activities income.

Governance costs are the costs associated with the governance arrangements of the charity. These costs are associated with constitutional and statutory requirements and include any costs associated with the strategic management of the charity’s activities.

fund. In cases where there is little possibility of the value of development costs being realised, the development costs are written off.

k) Operating leases

Rental charges are charged on a straight line basis over the term of the lease.

l) Intangible fixed assets

m) Tangible fixed assets

Research costs are written off as incurred. Development costs are initially capitalised and allocated to a Resource for publication or the library of signs. These costs are then written off over their estimated useful life as follows:

Items of equipment are capitalised where the purchase price exceeds £500. Depreciation costs are allocated to activities on the basis of the use of the related assets in those activities. Assets are reviewed for impairment if circumstances indicate their carrying value may exceed their net realisable value and value in use.

• Signs and symbols 10% on cost p.a. from the month following publication

• General publications 10% on cost p.a. from the month following publication

Depreciation is provided at rates calculated to write down the cost of each asset to its estimated residual value over its expected useful life. The depreciation rates in use are as follows:

• Database resources 20% on cost p.a. from the month following publication

Computers and related equipment

20% on costs p.a. from the month following completion of the course preparation

33% of cost p.a.

Where funding has been received for development work, the funding and subsequent • expenditure is shown in the restricted income fund. When completed, the product generates • income for the general fund.

Website and online

dictionary 20% of cost p.a.

Office furnishings 20% of cost p.a.

The amortisation for that asset is charged to the general

n) Stocks

Stocks are stated at the lower of cost and net realisable value. In general, average cost is determined on a first in first out basis and includes transport and handling costs. Net realisable value is the price at which stocks can be sold in the normal course of business after allowing for the costs of realisation. Provision is made where necessary for obsolete, slow moving and defective stocks.

o) Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

p) Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

q) Creditors and provisions

Creditors and provisions are recognised where the charity has

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Annual Report • Financial Notes

Financial Notes

a present obligation resulting
from a past event that will
probably result in the transfer
of funds to a third party and
the amount due to settle the
obligation can be measured or
estimated reliably. Creditors
and provisions are normally
recognised at their settlement
amount after allowing for
any trade discounts due.
r) Financial instruments
The charity only has fnancial
assets and fnancial liabilities
of a kind that qualify as basic
fnancial instruments. Basic
fnancial instruments are initially
recognised at transaction value
and subsequently measured at
their settlement value with the
exception of bank loans which
are subsequently measured
at amortised cost using the
effective interest method.
s) Pensions
The scheme is a defned
contribution scheme. The
employer’s contributions to
this scheme are charged to
expenditure in the period
to which they relate.
2. Income from grants and donations
Unrestricted
£
Restricted
£
2021
Total
£
Unrestricted
£
Restricted
£
2020
Total
£
Donations:
Gift Aid & Other income
11,729
-
11,729
32,109
-
32,109
Grants:
SantandarDiscovery Grant
-
-
-
-
8,075
8,075
National Lottery Community
Fund-Growing Up and Womens
Health Resources
-
9,500
9,500
-
-
-
Bailey Thomas
-
-
-
-
35,340
35,340
11,729
9,500
21,229
32,109
43,415
75,524
3a. Analysis of expenditure (current year)
Charitable activities
Cost of raising
funds
Provision of
workshops and
courses
Printing and
production
of workshop
manuals
Tutor Licences
and membership
schemes
Other Training
projects and
services
Publications and
other resources
Worldwide
promotion of
Makaton
Translations
Governance
costs
Support
costs
2021
Total
2020
Total
Staff costs (Note 5)
3,189
56,322
27,661
5,933
13,878
31,771
9,476
3,526
58,790
423,163
633,709
645,802
Other direct costs
1,506
37,657
10,544
4,519
7,531
27,113
3,013
1,506
15,063
177,740
286,192
324,524
Amortisation/depreciation
145
3,625
7,606
435
725
4,221
290
145
1,450
17,109
35,751
23,383
Audit
-
-
-
-
-
-
-
-
16,558
-
16,558
11,628
Irrecoverable VAT
70
1,759
493
211
352
1,266
141
70
704
8,302
13,368
15,940
Offce costs
1,347
33,668
9,427
4,040
6,734
24,241
2,693
1,347
13,467
158,911
255,875
172,698
Professional fees
-
-
-
-
-
3,399
-
-
9,930
37,158
50,487
27,186
Other costs
-
-
-
-
-
-
-
-
-
13,008
13,008
20,578
6,257
133,031
55,731
15,138
29,220
92,011
15,613
6,594
115,962
835,391
1,304,948
1,241,739
Support costs
13,474
336,852
94,318
40,422
67,370
242,533
26,948
13,474
-
(835,391)
-
-
Governance costs
1,870
46,760
13,092
5,611
9,352
33,666
3,741
1,870
(115,962)
-
-
-
Total expenditure 2021
21,601
516,643
163,141
61,171
105,942
368,210
46,302 21,938
-
-
1,304,948
Total expenditure 2020
19,671
364,388
89,422
188,309
74,732
433,518
47,344 24,356
-
-
1,241,739		 1,241,739
-
-		 1,241,739
1,304,948
-
-		 1,304,948

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Financial Notes

----- Start of picture text -----
2020 Total 645,803 324,524 23,383 11,628 15,940 172,698 27,186 20,578 1,241,739 - - 1,241,739
----- End of picture text -----

Support
costs		 375,665 - 5,255 - 5,536 90,605 26,227 20,578 523,866 (523,866) - -
Governance
costs		 39,504 - 380 11,628 0 6,548 - - 58,060 - (58,060) -
Translations 7,146 - 114 - - 1,964 - - 9,224 13,622 1,510 24,356
Worldwide
promotion of
Makaton		 16,622 586 199 - 19 3,438 - - 20,864 23,838 2,642 47,344
Publications and
other resources		 52,290 231,363 9,056 - 7,417 15,224 900 - 316,250 105,568 11,700 433,518
Charitable activities Cost of raising
funds
Provision of
workshops and
courses
Printing and
production
of workshop
manuals
Tutor Licences
and membership
schemes
Other Training
projects and
services		 Staff costs (Note 5)
3,631
53,954
25,120
51,822
20,048		 Other direct costs
7,204
81,874
3,079
236
181		 Amortisation/depreciation
57
1,495
5,564
902
361		 Audit
-
-
-
-
-		 Irrecoverable VAT
231
2,625
99
8
6		 Offce costs
982
25,782
6,384
15,551
6,220		 Professional fees
-
59
-
-
-		 Other costs
-
-
-
-
-		 12,105
165,789
40,246
68,519
26,816		 Support costs
6,811
178,784
44,270
107,838
43,135		 Governance costs
754
19,815
4,906
11,952
4,781		 Total expenditure 2020
19,670
364,388
89,422
188,309
74,732

4. Net expenditure for the year

This is stated after charging:

Depreciation and amortisation
Loss on disposal of fxed assets
Operating lease rentals:
Property
Other
Loan interest
Auditor's remuneration (excluding VAT)
Audit		 2021
£
2020
£
35,751
23,383
-
-
54,886
40,614
-
3,027
-
-
11,750
11,500

5. Analysis of staff costs, trustee remuneration and expenses, and the cost of key management personnel

Staff costs were as follows:

taff costs were as follows:
Salaries and wages
Non-payrolled members of staff
Social security costs
Employer’s contribution to defned contribution pension schemes		 2021
£
2020
£
544,151
515,171
40,230
65,264
57,247
47,587
20,036
17,780
661,664
645,802

£27,594 was capitalised for The Makaton Friendly Renewal process- staff cost (2020: £0)

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Financial Notes

The following number of employees received employee benefits in excess of £60,000 (excluding employer pension costs and employer national insurance) during the year between:

----- Start of picture text -----
2021 2020
No. No.
£60,000 - £69,999 1 1
----- End of picture text -----

The total employee benefits (including employer pension contributions and employer national insurance) of the key management personnel were £300,841 (2020: £269,123).

The charity trustees were not paid or received any other benefits from employment with the charity in the year (2020: £nil). No charity trustee received payment for professional or other services supplied to the charity (2020: £nil).

Trustees’ expenses represents the payment or reimbursement of travel and subsistence costs totalling £159 (2020: £159) incurred by 2 (2020: 2) members relating to attendance at meetings of the trustees.

6. Staff numbers

The average number of employees (head count based on number of staff employed) during the year was as follows:

ollows:
Training (workshops, Manuals, memberships etc)
Publications and other resources
Support
Governance		 2021
No.
2020
No.
5
5
2
2
9
7
1
1
17
15

8. Taxation

The charitable company is exempt from corporation tax as all its income is charitable and is applied for charitable purposes.

9. Intangible fixed assets

9. Intangible fxed assets
Cost
At the start of the year
Additions in year
Disposals in year/write offs
At the end of the year
Amortisation
At the start of the year
Charge for the year
Eliminated on disposal/write off
At the end of the year
Net book value
At the end of the year
At the start of the year		 Signs
Library
£
General
Resources
£
Database
Resources
£
Training
Courses
£
Total
£
49,153
656,625
132,475
170,643
1,008,896
-
-
-
5,427
5,427
-
-
-
(86,054)
(86,054)
49,153
656,625
132,475
90,016
928,269
49,153
655,014
132,475
142,880
979,522
-
1,611
-
6,591
8,202
-
-
-
(86,054)
(86,054)
49,153
656,625
132,475
63,417
901,670
-
-
-
26,599
26,599
-
1,611
-
27,763
29,374

7. Related party transactions

Other than those referred to in note 5 there are no related party transactions to disclose for 2021 (2020: none).

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Financial Notes

10. Tangible fixed assets

10. Tangible fxed assets
Cost
At the start of the year
Additions in year
Disposals in year
Transfer between categories
At the end of the year
Depreciation
At the start of the year
Charge for the year
Eliminated on disposal
At the end of the year
Net book value
At the end of the year
At the start of the year		 Software
£
Website and
online dictionary
£
Furniture &
equipment
£
Total
£
37,780
139,006
39,658
216,444
-
70,222
8,130
78,352
-
(78,726)
(10,610)
(89,336)
-
-
37,780
130,502
37,178
205,460
27,504
78,729
25,953
132,186
2,740
16,570
8,239
27,549
-
(78,726)
(7,862)
(86,588)
30,244
16,573
26,330
73,147
7,536
113,929
10,848
132,313
10,276
60,277
13,705
84,258

11. Stocks

11. Stocks
Raw materials
Finished goods
12. Debtors
Trade debtors
Other debtors
Prepayments		 2021
£
2020
£
9,626
1,383
20,004
19,251
29,630
20,634
2021
£
2020
£
52,920
34,255
23,254
23,801
60,555
71,143
136,729
129,199

12. Debtors

13. Creditors: amounts falling due within one year

13. Creditors: amounts falling due within one year
Trade creditors
Taxation and social security
Other creditors
Accruals
Deferred income (note 14)		 2021
£
2020
£
43,290
97,832
33,707
6,886
210
-
87,000
77,355
247,891
97,587
412,098
279,660

14. Deferred income

Deferred income comprises income for services to be provided after the Balance Sheet date.

Balance at the beginning of the year
Amount released to income in the year
Amount deferred in the year
Balance at the end of the year		 Fees for
workshops
and courses
£
Tutor Licences
and Membership
Schemes
£
Worldwide
promotion of
Makaton
£
2021
Total
£
2020
Total
£
83,997
11,130
2,460
97,587
96,736
(125,699)
(277,461)
(2,504)
(405,664)
294,216
248,888
306,460
620
555,968
(293,365)
207,186
40,129
576
247,891
97,587

15. Creditors: amounts falling due after one year

15. Creditors: amounts falling due after one year
BounceBack loan 2021
£
2020
£
-
50,000
-
50,000

The Bounce-back Government backed loan of £50,000 (2020: £50,000) was interest free over one year and repaid within the year.

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Financial Notes

16a. Analysis of net assets between funds (current year)

Restricted Designated General
unestricted
Total funds
£ £ £
£
Intangible fxed assets - 26,599 -
26,599
Tangible fxed assets - 132,313 -
132,313
Net current assets 14,570 - 343,972
358,542
Net assets at the end of the year 14,570 158,912 343,972
517,454
16b. Analysis of net assets between funds (prior year)
Restricted Designated General
unestricted
Total funds
£ £ £
£
Intangible fxed assets - 29,374 -
29,374
Tangible fxed assets - 84,258 -
84,258
Net current assets 18,038 - 414,066
432,104
Net assets at the end of the year 18,038 113,632 414,066
545,736

16b. Analysis of net assets between funds (prior year)

17a. Movements in funds (current year)

Restricted funds:
Makaton overseas fund
Makaton online introduction fund
Filming Fund
Big Potential - Revenue Grant
Bailey Thomas
National Lottery Community Fund-Growing
Up and Womens Health Resources
Total restricted funds:
Unrestricted funds:		 At 1 July
2020
£
Income &
gains
£
Expenditure &
losses
£
Transfers
£
At 30 June
2021
£
2,301
-
-
-
2,301
11,343
-
(11,343)
-
-
2,769
-
-
-
2,769
1,625
-
(1,625)
-
-
-
-
-
-
-
-
9,500
-
-
9,500
18,038
9,500
(12,968)
-
14,570
Designated funds:
Intangible assets 29,374
-
(8,202)
5,427
26,599
Tangible fxed assets 84,258
-
(27,549)
75,604
132,313
Total designated funds 113,632
-
(35,751)
81,031
158,912
General funds
Total unrestricted funds:
Total funds:		 414,066
1,267,166
(1,256,229)
(81,031)
343,972
527,698
1,267,166
(1,291,980)
-
502,884
545,736
1,276,666
(1,304,948)
-
517,454

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Financial Notes

17b. Movements in funds (prior year)

Restricted funds:
Makaton overseas fund
Makaton online introduction fund
Filming Fund
Big Potential - Revenue Grant
Santandar Discovery Grant
Total restricted funds:
Unrestricted funds:
Designated funds:
Intangible assets
Tangible fxed assets
Total designated funds
General funds
Total unrestricted funds:
Total funds:		 At 1 July
2019
£
Income &
gains
£
Expenditure &
losses
£
Transfers
£
At 30 June
2020
£
2,301
-
-
-
2,301
11,343
-
-
-
11,343
2,769
-
-
-
2,769
1,625
35,340
(35,340)
-
1,625
-
8,075
(8,075)
-
-
18,038
43,415
(43,415)
-
18,038
37,652
-
(13,368)
5,090
29,374
42,533
-
(10,015)
51,740
84,258
80,185
-
(23,383)
56,830
113,632
330,412
1,315,425
(1,174,941)
(56,830)
414,066
410,597
1,315,425
(1,198,324)
-
527,698
428,635
1,358,840
(1,241,739)
-
545,736
Makaton Overseas Fund These funds relate to funds received from overseas Makaton organisations
to be spent at their request in providing translations services, publications
and training.
Makaton Online Funds were raised including £11,088 from Morrisons Foundation to cover the
Introduction Fund cost of production of a free to participate introduction to Makaton course.
Filming Fund Funds were donated to create a video flming room within The Makaton
Charity’s offce, and to purchase flm and audio recording equipment to
create online Makaton support content.
Big Potential This represented the remaining sum not drawn down from Big Potential
from a grant awarded in 2016 to enable a partner organisation to create a
sales and marketing strategy for the Charity. This has been repaid and fnal
reports submitted to the donor.
Santander Discovery This represented 2 free to attend Makaton taster sessions which lasted 2
Grant
Bailey Thomas Grant		 hours with a capacity of up to 20 people. The grant funded this training.
A grant to help create an enhanced post of Director of Digital Resources.
Reach Fund A Grant to help pay for consultancy costs for Grant and loan applications
Intangible assets This represents the investment made by the Charity to develop the Resource
Vocabulary which will then generate future income.
Tangible fxed assets The designated funds also include tangible fxed assets of the Charity not
funded by restricted funds.

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Financial Notes

18. Reconciliation of net income to net cash flow from operating activities

Net income/(expenditure) for the reporting period
(as per the statement of fnancial activities)
Investment income
Depreciation and amortisation charges
Loss on disposal of tangible assets
(Increase)/decrease in stocks
Decrease/(increase) in debtors
Decrease/(increase) in creditors
Net cash provided by operating activities		 2021
£
2020
£
(28,282)
117,101
(586)
(910)
35,751
23,383
2,748
-
(8,996)
830
(7,530)
52,274
82,438
82,404
75,543
275,082

19. Operating lease commitments

The charity’s total future minimum lease payments under non-cancellable operating leases is as follows for each of the following periods:

Less than one year Property
Equipment
2021
£
2020
£
2021
£
2020
£
-
54,500
1,468
2,936
-
54,500
1,468
2,936

A new lease was signed for office space on the 13 July 2021 with a break date of July 2023 and annual rental of £45,000.

20. Post balance sheet events

A £50 000 drawdown Loan was agreed and signed from CAF until October 2023. This has a non-utilisation fee of 2% and interest on the capital amount drawn down and outstanding shall be charged at the rate of 6.5% per annum.

21. Legal status of the charity

The charity is a company limited by guarantee and has no share capital. The liability of each member in the event of winding up is limited to £1.

Contact Us

Head Office

Senior Management Team

The Makaton Charity

Suite 3, Unit 4.3 Frimley 4 Business Park Frimley, Surrey, GU16 7SG Telephone: 01276 606760 Email: help@makaton.org Website: www.makaton.org

Stephen Hall Chief Executive Officer

Vicki Partridge Director of Operations

Zanna Finnerty

Director of the Makaton Language Programme

Directors and Trustees

Rob Douglas CBD DL, Chair

Roc De Silva

Juliet Armstrong Lori Cunningham Stephanie Kogels Ian Newman Lady Julia Spencer Pete Donell Carol Riddington

Director of Finance and Services

Hannah Anderson

Associate Director of Membership and Partnerships

Patrons

Dave Benson-Phillips Children’s Entertainer

Justin Fletcher MBE Children’s TV Presenter

Allan Johnston

Children’s TV Producer

Tracy Upton Singing Hands

Suzanne Miellingram Singing Hands

Registered Office 66 Lincoln’s Inn Fields, London, WC2A 3LH

Solicitors

Farrer and Co, 66 Lincoln’s Inn Fields London, WC2A 3LH

Auditor

Sayer Vincent LLP, Invicta House, 108-114 Golden Lane, London, EC1Y 0TL

Bankers Lloyds plc, PO Box 1000, BX1 1LT

CAF Bank plc, 25 Kings Hill Avenue, Kings Hill, West Malling, ME19 4JQ

Santander, Bootle, L30 4GB

HSBC plc, 2 Victoria Road, Farnborough, GU14 7HX

Hampshire Trust Bank, PO Box 74003, London, EC2P 2QR

Country of registration England & Wales

Country of incorporation United Kingdom

62

The Makaton Charity

Suite 3, Unit 4.3, Frimley 4 Business Park, Frimley, Surrey, GU16 7SG Tel: 01276 606760 • Email: info@makaton.org

www.makaton.org

Registered Charity number: 1119819 • Registered Company number: 06280108