2022-09-30-accounts - Bradford People First

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Bradford People First

Charity number 1122294

Annual Report and Financial Statements

for the year ended 30 September 2022

Bradford People First

Annual Report and Financial Statements for the year ended 30 September 2022

Contents	Page
Trustees' report	2 to 4
Examiner's report	5
Statement of financial activities	6
Balance sheet	7
Notes to the accounts	8 to 11

Prepared by West Yorkshire Community Accountancy Service CIO

Bradford People First

Trustees' report for the year ended 30 September 2022

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: Name Position Dates Surekha Thind Chair Obaid Malik Co-Chair Katie Wrigglesworth Secretary Martin McCann Treasurer Anne Marie Osborne-Fitzgerald Mehtab Ahmed Maariyaah Khan Robert Wardle Gary Allsopp Jane Barratt Appointed 26 May 2022 Charity number 1122294 Registered in England and Wales Registered and principal address Bankers Office F13 Virgin Money plc Mayfield Centre 14 Broadway Broadway Avenue Bradford Bradford BD1 1EZ BD5 9NP

Independent examiner

Simon Bostrom West Yorkshire Community Accountancy Service CIO 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.

Bradford People First

Trustees' report (continued) for the year ended 30 September 2022

Objectives and activities

The charity's objects

To promote the relief of people with learning disabilities through self advocacy.

To promote the advancement of education of the public, professionals and people with learning disabilities in issues relating to learning disabilities.

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 themselves 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-nine years. We raise awareness, deliver training, and continue to campaign for change. We also support 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 topics this year continue to be on health and well being as well as safeguarding issues Hate Crime, BAME issues and Transport concerns.

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

This year has seen us form new working relationships and continue with existing ones. We have been working hard on the co- production project with Btm and Equality together, as well as continuing our partnership with Equality together, People First Keighley and Craven and Btm in regards to the innovation project. Thanks to extra funding from Lloyds we have been able to re-establish our publicity group, We are starting work on our newsletter and with Lloyds money have been able to purchase items for our publicity events. We also commissioned ‘Totally Inclusive people’ to design an advocacy/craft package that we can use to set up craft sessions and generate income from this.

We have also travelled to London this year and met MPs for Learning disability week. When we returned we wrote an easy read report which we sent to Mencap – this, highlighted difficulties we encountered when we were in London. We have met with our local MP and told him about the issues that matter to us and discussed difficulties we faced when we were at Port Cullis House (houses of parliament). We have attended events with Tracy Brabin and the Police commissioning team. The healthy living group were fundamental in a recent death and dying event where they presented a piece of work on memory boxes, as a result of this we were informed that one group of people with learning disabilities created their own to help them with the loss of a member of their group.

Bradford People First

Trustees' report (continued) for the year ended 30 September 2022

Achievements and performance continued

We have also appeared on channel 4 news to discuss disability hate Crime in West Yorkshire and worked jointly with Mencap on a project this year to work with members of the BAME community who have learning disabilities. This was to create more awareness about the learning disability register and annual health checks. As a result of this work we did, BPF have been asked by Mencap if they can use the film we created on their website. We have been busy working with NHS England carrying out surveys and engaging the local learning disability community in telling us about their experiences with annual health checks, their engagement in health training and their experiences of Diabetes.

We have also been able to establish our tackling disability hate crime group working with other groups of people with learning disabilities and are working with Bradford hate crime alliance and restorative justice. We have worked with the patient involvement team at our local hospital as well as engaging with Waddiloves - our local NHS team who support people with learning disabilities. The Wellbeing team have been planning wellbeing training to deliver to people with learning disabilities that we feel is really needed right now.

Throughout the last year we have supported individuals with learning disabilities with numerous issues, these issues have covered the following – financial issues, safeguarding, hate crime issues, bereavement Covid issues, mental health issues. We have had individuals coming to us through different referral processes, some people have referred their selves, others have come through the job centre, counselling services and social workers.

Through receiving referrals, a number of gaps have been identified as other services criteria limited the support they could give to individuals. This has generated another piece of work for Bradford People first to highlight the issues some people with learning disabilities face who don't fit into certain boxes. The demand for our support and advice has increased enormously, we have delivered training and advice to families and Carers, students on placements and staff at the jobcentre.

We have started work with Shipley college regarding delivering training on healthy relationships. To do this we have joined forces with Step 2 to educate young people with learning disabilities and difficulties about this topic. Another piece of work the team have done is to support individuals to work on their personal stories. We have also supported a number of new and existing volunteers to learn new skills and increase in confidence, which dipped during the periods of lockdown. We have been able to start our forums again after Covid restrictions were lifted.

Financial review

The net income for the year was £30,916, including net income of £24,756 on unrestricted funds and net income of £6,160 on restricted funds.

Reserves policy

The charity's free reserves, excluding fixed assets, at the year end were £91,353.

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.

Our reserves have considerably grown within this last year however, as previous management committee minutes’ state a number of development worker posts are needed to expand the work we are doing (these have been advertised). Once these posts have been filled the additional amount of reserves will significantly reduce. This amount is also paying for some of the management hours along with one of the development workers hours.

We therefore anticipate that once these positions are filled, our reserves will then return to being more in line with our guidance in our constitution.

Approved by the board of trustees on 19/04/2023

Surekha Thind (Trustee)

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 2022, which are set out on pages 6 to 11.

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.

Simon Bostrom

20/04/2023

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Bradford People First

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 30 September 2022

Notes 2022 Unrestricted funds £ Income from: Grants and donations (2) 25,589 Training fees - Fees and charges 400 Fundraising events 302 Total income 26,291 Expenditure on: Salaries, NIC's and pensions (3) 1,926 Payroll charges - Project costs and activities 681 Training and conferences 550 Travel and subsistence 302 Refreshments 451 Rent and rates 5,270 Phone and internet 166 Postage, printing and office supplies 474 Insurance - Independent examination - HR support - Memberships and subscriptions 38 Repairs and maintenance - Computers and software 666 Room hire 45 DBS checks - Volunteer expenses and training 40 Advertising and publicity - Cards and gifts - Total expenditure 10,609 Net income / (expenditure) 15,682 Transfers between funds (4) 9,074 Net movement in funds 24,756 Fund balances brought forward 66,597 Fund balances carried forward (4) 91,353	2022 Restricted funds £ 94,504 - - - 94,504 54,992 625 149 50 302 160 10,374 865 885 1,112 840 23 109 113 2,256 908 63 440 5,004 - 79,270 15,234 (9,074) 6,160 30,366 36,526	2022 Total funds £ 120,093 - 400 302 120,795 56,918 625 830 600 604 611 15,644 1,031 1,359 1,112 840 23 147 113 2,922 953 63 480 5,004 - 89,879 30,916 - 30,916 96,963 127,879	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 - 40,769 56,194 96,963

All incoming resources and resources expended derive from continuing activities.

Bradford People First

Balance sheet

as at 30 September 2022 2022 Unrestricted £ Current assets Debtors and prepayments (5) 1,345 Cash at bank and in hand (6) 90,848 Total current assets 92,193 Current liabilities: amounts falling due within one year Creditors and accruals (7) 840 Total current liabilities 840 Net current assets / (liabilities) 91,353 Net assets 91,353 Funds Unrestricted funds 91,353 Restricted funds - Total funds 91,353	2022 Restricted £ 4,692 31,834 36,526 - 36,526 36,526 - 36,526 36,526	2022 Total £ 6,037 122,682 128,719 840 840 127,879 127,879 91,353 36,526 127,879	2021 Total £ 6,690 92,453 99,143 2,180 2,180 96,963 96,963 66,597 30,366 96,963

The financial statements were approved by the board of trustees on 19/04/2023

Surekha Thind (Trustee)

Bradford People First

Notes to the accounts

for the year ended 30 September 2022

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

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains

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

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

Leases

Rents under operating leases are charged on a straight line basis over the lease term or to an earlier date if the lease can be determined without financial penalty.

Bradford People First

Notes to the accounts continued

for the year ended 30 September 2022

2 Grants and donations City of Bradford Met. District Council Equality Together (Innovations) Equality Together (Lot 2) Lloyds Bank Foundation Mencap CABAD Test and Trace Learning Disability England Other donations 3 Staff costs and numbers Gross salaries Social security costs Employment allowance Pensions	2022 Unrestricted funds £ - - - 25,000 - - - 589 25,589	2022 Restricted funds £ 4,900 22,500 60,104 - 7,000 - - - 94,504	2022 Total funds £ 4,900 22,500 60,104 25,000 7,000 - - 589 120,093 2022 £ 56,188 2,704 (2,704) 730 56,918	2021 Total funds £ 7,500 22,500 50,857 - 26,800 6,000 5,000 380 119,037 2021 £ 52,710 2,221 (2,221) 409 53,119

The average number of employees during the year was 4.8, being an average of 2.3 full time equivalent (2021: 4.2, 1.9 FTE). There were no employees with emoluments above £60,000.

Defined contribution pension scheme Costs of the scheme to the charity for the year Amount of any contributions outstanding at the year end Amount of any contributions prepaid at the year end 4 Restricted funds Balance b/f Incoming £ £ Bradford Council (Covid-19) 5,650 4,900 Equality Together (Innovations) 12,186 22,500 Learning Disability England 1,970 - Equality Together (Lot 2) 1,486 60,104 Mencap RATS 3,074 - Mencap BAME - 7,000 CABAD Test and Trace 6,000 - 30,366 94,504	Outgoing £ 7,245 17,971 906 46,148 - 7,000 - 79,270	2022 £ 730 - - Transfers £ - - - - (3,074) - (6,000) (9,074)	2021 £ 409 - - Balance c/f £ 3,305 16,715 1,064 15,442 - - - 36,526

Bradford People First

Notes to the accounts continued

for the year ended 30 September 2022

4 Restricted funds continued

Fund name

Bradford Council (Covid-19) Equality Together (Innovations) Learning Disability England Equality Together (Lot 2) Mencap RATS Mencap BAME

CABAD Test and Trace

Purpose of restriction

For Covid 'Community Champions' work. Bradford Innovations fund grant.

To assist with communications during Covid. Towards salaries, rent and other running costs. For the 'Reasonable Adjustments Project' (RATS). Towards the costs to create GP LD register resources aimed at people from B.A.M.E communities locally.

For 'Test and Trace' Anchor treatment. The transfer was to unrestricted funds upon approval from CABAD.

5 Debtors and prepayments Debtors Other debtors 6 Cash at bank and in hand Cash at bank Cash in hand 7 Creditors and accruals Creditors Accruals	2022 £ 5,092 945 6,037 2022 £ 122,479 203 122,682 2022 £ - 840 840	2021 £ 4,521 2,169 6,690 2021 £ 92,359 94 92,453 2021 £ 1,340 840 2,180

8 Related party transactions

Trustee expenses

During the year trustees received £332 in respect of transport and refreshments in respect of their volunteering time.

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 total employee benefits received by key management personnel were £25,452 (previous year: £15,614).

Bradford People First

Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 30 September 2022

2022 2021 Unrestricted Unrestricted funds funds £ £ Income Grants and donations 25,589 27,180 Training fees - 220 Fees and charges 400 600 Fundraising events 302 - Total income 26,291 28,000 Expenditure Salaries, NIC's and pensions 1,926 - Payroll charges - - Project costs and activities 681 - Training and conferences 550 - Travel and subsistence 302 7 Refreshments 451 6 Rent and rates 5,270 - Phone and internet 166 - Postage, printing and office supplies 474 - Insurance - - Independent examination - - HR support - - Memberships and subscriptions 38 - Repairs and maintenance - - Computers and software 666 - Room hire 45 - DBS checks - - Volunteer expenses and training 40 162 Advertising and publicity - - Cards and gifts - 160 Total expenditure 10,609 335 Net income / (expenditure) 15,682 27,665 Transfers between funds 9,074 - Net movement in funds 24,756 27,665 Fund balances brought forward 66,597 38,932 Fund balances carried forward 91,353 66,597	2022 Restricted funds £ 94,504 - - - 94,504 54,992 625 149 50 302 160 10,374 865 885 1,112 840 23 109 113 2,256 908 63 440 5,004 - 79,270 15,234 (9,074) 6,160 30,366 36,526	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 13,104 17,262 30,366	2022 Total funds £ 120,093 - 400 302 120,795 56,918 625 830 600 604 611 15,644 1,031 1,359 1,112 840 23 147 113 2,922 953 63 480 5,004 - 89,879 30,916 - 30,916 96,963 127,879	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 - 40,769 56,194 96,963