## Bradford People First
Charity number 1122294
Annual Report and Financial Statements
for the year ended 30 September 2021
## Bradford People First
Annual Report and Financial Statements for the year ended 30 September 2021
|**Contents**|**Page**|
|---|---|
|Trustees' report|2 to 5|
|Examiner's report|6|
|Statement of financial activities|7|
|Balance sheet|8|
|Notes to the accounts|9 to 12|
**Prepared by West Yorkshire Community Accounting Service**
1
## Bradford People First
## Trustees' report for the year ended 30 September 2021
## **Reference and administrative details of the charity, its trustees and advisors**
|The trustees during the financial year and up to and including the date the report was approved were:|The trustees during the financial year and up to and including the date the report was approved were:|The trustees during the financial year and up to and including the date the report was approved were:|
|---|---|---|
|**Name**|**Position**||
|Surekha Thind|Chair||
|Obaid Malik|Co-Chair||
|Katie Wrigglesworth|Secretary||
|Martin McCann|Co-Treasurer||
|Anne Marie Osborne-Fitzgerald|Co-Treasurer||
|Mehtab Ahmed|||
|Maariyaah Khan|||
|Robert Wardle|||
|Gary Allsopp|||
|**Charity number**|1122294|Registered in England and Wales|
|**Registered and principal address**|||
|Office F13|||
|Mayfield Centre|||
|Broadway Avenue|||
|Bradford|||
|BD5 9NP|||
|**Bankers**|||
|Yorkshire Bank plc|||
|14 Broadway|||
|Bradford|||
|BD1 1EZ|||
|**Independent examiner**|||
|Stephen Procter|||
|**West Yorkshire Community Accounting Service**|||
|Stringer House|||
|34 Lupton Street|||
|Leeds|||
|LS10 2QW|||
## **Structure, governance and management**
The charity is governed by a constitution adopted on 25 January 2005, as amended 18 December 2007, 30 March 2011 and 17 August 2016.
## **Method of recruitment and appointment of trustees**
The trustees of the charity are appointed by the members at the AGM.
2
## Bradford People First
## Trustees' report (continued) for the year ended 30 September 2021
## **Objectives and activities**
## **The charity's objects**
Our objectives are to improve the lives of people with learning disabilities and to make a difference both locally and nationally,
## **The charity's main activities**
Bradford People First is an established self-advocacy group run by and for adults with a learning disability and is part of a national self-advocacy movement that gives people with a learning disability knowledge, skills, and support to have their say and be heard. We aim to promote awareness through educating the public, professionals, and people with learning disabilities about issues that matter.
We believe that people with a learning disability are experts in issues that affect them and should be supported to have their say and be peer supporters. We support people to be included and have a real say in making decisions that affect their lives by speaking up for them selves and other people with a learning disability.
Our organisation works over the whole of Bradford district. We have been a user led organisation for over twenty-seven years; we have a track record of raising awareness, delivering training, campaigning for change, and helping individuals and groups of people with learning disabilities to overcome issues that affect their lives. By working together, we help not just our members and volunteers but others in the community with a learning disability.
We work to ensure people with learning disabilities have equal treatment in all aspects of their lives. Our focus at the beginning of the year has been on wellbeing, whilst still concentrating on those topics close to our heart such as health, safeguarding, BAME issues, hate crime and mate crime and battling inequalities that people with learning disabilities face on a day to day basis.
## **Public benefit statement**
In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular the promotion of self-advocacy for people with learning disabilities, the promotion of equality and diversity and the advancement of education.
## **Achievements and performance**
At the beginning of this financial year BPF like the rest of the country were continuing to be in the full throws of the pandemic and were operating in a remote way with volunteers. We were supported by one of our partner organisations to distribute free tablets and Wi-Fi boxes to volunteers who did not have this technology and access to the internet.
The staff team continued to help individuals to use WhatsApp, Zoom and other social media platforms as a means of communicating, keeping in touch, and doing work. The team attended different meetings such as treat me well and the ‘stay home stay well’ group with other partner organisations, Volunteers also continued to attend ‘safeguarding voice’ meetings online.
Development workers provided advice and guidance to self-advocate on the downloading and use of Strava App to encourage and monitor exercise.
Self-advocates attended a Zoom meeting with Restorative Justice. This was an opportunity for the two organisations to reconnect and share and develop practice and raise awareness of the benefits of community based restorative justice.
Some of the team were involved with training social worker students on line on a number of occasions during the lockdown period.
All volunteers were supported to access book/ vaccination appointments and work continues to support people to book booster vaccines and actively provide support to attend if requested.
3
## Bradford People First
## Trustees' report (continued) for the year ended 30 September 2021
## **Achievements and performance (continued)**
One self-advocate and chair of our management committee was supported to produce an easy read vaccine story to encourage others to come forward for vaccine. Regular discussions took place online to ensure everyone understood the regular updates provided by the government.
Staff were also flexible in their way of working to support volunteers with their general wellbeing during this difficult period. The team worked on collecting Covid experiences form people with learning disabilities as part of a piece of work for the healthier lives sub-group.
We worked in collaboration with organisations such as with Mind The Gap and Vicky Ackroyd from Totally Inclusive People to be part of four Creative Doodle Book Zoom online sessions throughout February and March. These creative art-based sessions came at a really good time, allowing us to focus on mental health and wellbeing in a creative and fun way after months of lockdown and restrictions. Work has also continued with Social Prescribers, contributing to a training booklet for them.
One group worked with Mencap on a film to create awareness of the differences between children’s services and adult services in a hospital environment for young people with a learning disability of transition age, this is now used on the Mencap website and accessed by health professionals to help young people, it educates both the young person and their parent/ carer about their rights in this situation. One member of the volunteer team was then involved with presenting the work to health professionals working for Manchester NHS trust for Learning Disability week, they were impressed and invited him back next year.
Work was also done in relation to scams. Particularly online fraud to help our volunteers and volunteers in one of our partnership organisations stay safe.
Another piece of work carried out this year has been work on ReSPECT, which replaces the Do Not Resuscitate legislation in hospitals. BPF have been looking through this and providing feedback.
As part of the Covid Community Champions project, a group has been producing accessible training for other people with learning disabilities to roll out.
Once back in the office volunteers have been supported to understand the lateral flow testing, this has been worked on throughout the months and has now meant that the majority of volunteers are now able to carry this process out before coming into the office.
Joint BAME meeting with partners have continued and we have been part of producing a leaflet to create more awareness of the work everyone does in order to increase our reach to the BAME community. Small films focusing on the work done by volunteers from the BAME community at BPF have also been created.
In depth work has been carried out regarding health action plans and quality checking work in relation to what makes a good annual health check to ensure these are working as they should be.
BPF volunteers have also been preparing a training package that they are delivering to the Mencap supported Internship programme in Bradford. Younger members of Bradford People First have written up their own personal journeys to share at this event. Support was provided to Mencap campaigns on a photo shoot in the centre of Bradford.
Work has also commenced re an employability course with HFT- Supported employment to support individuals to develop skills for work.
Lloyds Funding work was also done with the chair and volunteers which culminated in us being granted £25,000 for the next two years for Core funding, starting in year 2021/22.
4
## Bradford People First
## Trustees' report (continued) for the year ended 30 September 2021
## **Achievements and performance (continued)**
We continue to work in partnership with BTM, Equality Together and Keighley and Craven People First on the innovation project and have been thinking outside the box supporting individuals to lead on what they want to do as alternatives to day opportunities. They have established several groups, one that focusses on the planning of a trip/ activity that the group then participate in. Other groups have been a job club and wellbeing group and a gaming group taking place at the local gaming shop. The group has also embarked on raising funds themselves and is currently running a raffle. BPF trustees also meets regularly and continue to guide the coordinator and staff team.
## **Financial review**
The net income for the year was £40,769, including net income of £27,665 on unrestricted funds and net income of £13,104 on restricted funds.
## **Reserves policy**
The charity's free reserves at the year end were £66,597.
The reserves policy states that the organisation should have no more than 6 months and no less than 3 months running costs as reserve in order to enable the smooth running of the charity and to allow for an orderly winding up should the charity need to close.
We acknowledge that this year, due to receiving additional unrestricted grant income in respect of Covid, our actual reserves have exceeded our upper policy threshold.
We are currently reviewing how to utilise these additional funds.
Signed on behalf of the board of trustees on 12/05/2022
Surekha Thind (Trustee)
5
## Bradford People First
## Independent examiner's report to the trustees of Bradford People First
I report to the charity trustees on my examination of the accounts of the charity for the year ended 30 September 2021, which are set out on pages 7 to 12.
## **Responsibilities and basis of report**
As the charity trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the charity's accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
- 1 accounting records were not kept in respect of the charity as required by section 130 of the Charities Act; 2 the accounts do not accord with those records; or
- 3 the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Stephen Procter
13/05/2022
## **West Yorkshire Community Accounting Service**
Stringer House 34 Lupton Street Leeds LS10 2QW
6
## Bradford People First
## Statement of Financial Activities
## (including summary income and expenditure account) for the year ended 30 September 2021
|Notes
2021
Unrestricted
funds
£
**Income from:**
Grants and donations
(2)
27,180
Training fees
220
Fees and charges
600
**Total income**
28,000
**Expenditure on:**
Salaries, NIC's and pensions
(3)
-
Payroll charges
-
Project costs and activities
-
Training and conferences
-
Travel and subsistence
7
Refreshments
6
Rent and rates
-
Phone and internet
-
Postage, printing and office supplies
-
Insurance
-
Independent examination
-
Professional services
-
Memberships and subscriptions
-
Repairs and maintenance
-
Computers and software
-
Room hire
-
DBS checks
-
Volunteer expenses and training
162
Advertising and publicity
-
Other expenses
160
**Total expenditure**
335
**Net income**
27,665
**Fund balances brought forward**
38,932
**Fund balances carried forward**
(4)
66,597|2021
Restricted
funds
£
91,857
-
400
92,257
53,119
829
47
65
240
15
9,989
1,019
1,823
1,124
840
90
450
110
3,165
110
254
-
5,864
-
79,153
13,104
17,262
30,366|2021
Total
funds
£
119,037
220
1,000
120,257
53,119
829
47
65
247
21
9,989
1,019
1,823
1,124
840
90
450
110
3,165
110
254
162
5,864
160
79,488
40,769
56,194
96,963|2020
Total
funds
£
83,234
1,471
548
85,253
39,108
774
-
10
133
70
16,036
908
1,618
1,062
840
1,434
425
177
1,634
60
254
-
550
53
65,146
20,107
36,087
56,194|
|---|---|---|---|
All incoming resources and resources expended derive from continuing activities.
7
## Bradford People First
## Balance sheet
|as at 30 September 2021
2021
Unrestricted
£
**Current assets**
Debtors and prepayments
(5)
2,169
Cash at bank and in hand
(6)
65,268
**Total current assets**
67,437
**Current liabilities:**
**amounts falling due within one year**
Creditors and accruals
(7)
840
**Total current liabilities**
840
**Net current assets / (liabilities)**
66,597
**Net assets**
66,597
**Funds**
Unrestricted funds
66,597
Restricted funds
-
**Total funds**
66,597|2021
Restricted
£
4,521
27,185
31,706
1,340
1,340
30,366
30,366
-
30,366
30,366|2021
Total
£
6,690
92,453
99,143
2,180
2,180
96,963
96,963
66,597
30,366
96,963|2020
Total
£
14,765
42,269
57,034
840
840
56,194
56,194
38,932
17,262
56,194|
|---|---|---|---|
The financial statements were approved by the board of trustees on 12/05/2022
Surekha Thind (Trustee)
8
## Bradford People First
## Notes to the accounts
## for the year ended 30 September 2021
## **1 Accounting policies**
## **Basis of accounting**
These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and with the Charities Act 2011.
The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year. No changes have been made to the accounts for previous years.
## **Going concern**
The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.
## **Incoming resources**
All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.
## **Grants and donations**
Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.
Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.
## **Expenditure and liabilities**
Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.
## **Taxation**
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
## **Pensions**
The charity operates a defined contribution scheme for the benefit of its employees. The costs of contributions are recognised in the year they are payable.
## **Fund accounting**
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
9
## Bradford People First
## Notes to the accounts continued
## for the year ended 30 September 2021
|**2 Grants and donations**
City of Bradford Met. District Council (Covid-19)
CABAD Test and Trace
Equality Together (Lot 2)
Equality Together (Innovations)
Learning Disability England
Mencap
Donations
**3 Staff costs and numbers**
Gross salaries
Social security costs
Employment allowance
Pensions|2021
Unrestricted
funds
£
-
-
-
26,800
380
27,180|2021
Restricted
funds
£
7,500
6,000
50,857
22,500
5,000
-
-
91,857|2021
Total
funds
£
7,500
6,000
50,857
22,500
5,000
26,800
380
119,037
2021
£
52,710
2,221
(2,221)
409
53,119|2020
Total
funds
£
10,000
-
52,000
3,750
-
16,824
660
83,234
2020
£
38,900
1,287
(1,287)
208
39,108|
|---|---|---|---|---|
The average number employees during the year was 4.2, being an average of 1.9 full time equivalent (2020: 4.2, 1.3 FTE).
|**4 Restricted funds**
Bradford Council (Covid-19)
CABAD Test and Trace
Equality Together (Lot 2)
Equality Together (Innovations)
Learning Disability England
Mencap|Balance b/f
£
-
-
3,750
-
13,512
17,262|Incoming
£
7,900
6,000
50,857
22,500
5,000
-
92,257|Outgoing
£
2,250
-
49,371
14,064
3,030
10,438
79,153|Balance c/f
£
5,650
6,000
1,486
12,186
1,970
3,074
30,366|
|---|---|---|---|---|
## **Fund name**
## **Purpose of restriction**
Bradford Council (Covid-19) CABAD Test and Trace Equality Together (Lot 2) Equality Together (Innovations) Learning Disability England Mencap
For Covid 'Community Champions' work. For 'Test and Trace' Anchor treatment. Towards salaries, rent and other running costs. Bradford Innovations fund grant.
To assist with communications during Covid. For the 'Reasonable Adjustments Project' (RATS).
10
## Bradford People First
## Notes to the accounts continued
## for the year ended 30 September 2021
|**5 Debtors and prepayments**
Debtors
Balance on payroll account (BCPA)
**6 Cash at bank and in hand**
Virgin Money current account
Cash in hand
**7 Creditors and accruals**
Creditors
Accruals|2021
£
4,521
2,169
6,690
2021
£
92,359
94
92,453
2021
£
1,340
840
2,180|2020
£
4,333
10,432
14,765
2020
£
42,163
106
42,269
2020
£
-
840
840|
|---|---|---|
## **8 Related party transactions**
## **Trustee expenses**
No trustee received any expenses during this year or the previous year.
## **Trustee remuneration and benefits**
No trustee received any remuneration or benefit during this or the previous year.
## **Remuneration and benefits received by key management personnel**
The key management personnel of the charity include the trustees and Co-ordinator. The total employee benefits received by the Co-ordinator were £15,614 (previous year: £14,103).
11
## Bradford People First
## Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 30 September 2021
|2021
2020
Unrestricted Unrestricted
funds
funds
£
£
**Income**
Grants and donations
27,180
10,660
Training fees
220
1,471
Fees and charges
600
548
**Total income**
28,000
12,679
**Expenditure**
Salaries, NIC's and pensions
-
5,344
Payroll charges
-
-
Project costs and activities
-
-
Training and conferences
-
-
Travel and subsistence
7
-
Refreshments
6
-
Rent and rates
-
-
Phone and internet
-
-
Postage, printing and office supplies
-
-
Insurance
-
-
Independent examination
-
-
Professional services
-
763
Memberships and subscriptions
-
-
Repairs and maintenance
-
-
Computers and software
-
-
Room hire
-
-
DBS checks
-
-
Volunteer expenses and training
162
-
Advertising and publicity
-
-
Other expenses
160
48
**Total expenditure**
335
6,155
**Net income**
27,665
6,524
**Fund balances brought forward**
38,932
32,408
**Fund balances carried forward**
66,597
38,932|2021
Restricted
funds
£
91,857
-
400
92,257
53,119
829
47
65
240
15
9,989
1,019
1,823
1,124
840
90
450
110
3,165
110
254
-
5,864
-
79,153
13,104
17,262
30,366|2020
Restricted
funds
£
72,574
-
-
72,574
33,764
774
-
10
133
70
16,036
908
1,618
1,062
840
671
425
177
1,634
60
254
-
550
5
58,991
13,583
3,679
17,262|2021
Total
funds
£
119,037
220
1,000
120,257
53,119
829
47
65
247
21
9,989
1,019
1,823
1,124
840
90
450
110
3,165
110
254
162
5,864
160
79,488
40,769
56,194
96,963|2020
Total
funds
£
83,234
1,471
548
85,253
39,108
774
-
10
133
70
16,036
908
1,618
1,062
840
1,434
425
177
1,634
60
254
-
550
53
65,146
20,107
36,087
56,194|
|---|---|---|---|---|
12