Bradford People First
Charity number 1122294
Annual Report and Financial Statements
for the year ended 30 September 2023
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Bradford People First
Annual Report and Financial Statements for the year ended 30 September 2023
| 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
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Bradford People First
Trustees' report for the year ended 30 September 2023
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 Resigned 9 January 2023 Anne Marie Osborne-Fitzgerald Resigned 24 May 2023 Mehtab Ahmed Maariyaah Khan Robert Wardle Gary Allsopp Jane Barratt Jack Allinson
Appointed 24 May 2023
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 FCIE
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.
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Bradford People First
Trustees' report (continued) for the year ended 30 September 2023
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, learning difficulty or neurodiversity 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, difficulties and neurodiversity about issues that matter.
We believe that people with a learning disability, learning difficulty 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 thirty years. We raise awareness, deliver training, and continue to campaign for change. We also support individuals and groups of people with learning disabilities, difficulties and neurodiversity 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 continues to be on health and well being as well as safeguarding issues Hate Crime, ethnically diverse 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 go into our second year of funding with Lloyds which has enabled us to continue with Hate crime awareness work, produce our Newsletter and carry on with our vital Wellbeing work- as part of this, the team created a wellbeing training package. And we were granted funding to do some ‘Positive Pop up events in the Community, working in partnership with people first Keighley and Craven.
We have also been out and about in the community delivering training to the local job centre, midwives, perinatal team, local internship programme and a local college. We also delivered training to groups of people with learning disabilities at a local day opportunity. During the year we have received numerous referrals for support from people within the community, ranging from people wishing to join our organisation to requests for advocacy advice and support.
We joined forces with our local health centre for people with learning disabilities by helping them campaign for the red bag scheme – enabling anyone with a learning disability an opportunity to have a red bag which flags up their requirements when going to hospital.
We have created a new business plan this year which has helped us to keep focus and concentrate on the work that really matters to us going forward. We have found this has helped when applying for new funding .
The volunteers have taken part in first aid awareness training and Mental health first Aid awareness training. We have continued to raise funds ourselves by running tombola’s and attending an event at Bradford ice rink last December who raised money for us.
In March we had an event where we spoke with the financial Conduct authority . We had a big celebration for our 30th year in September. Our expertise is sought on a regular basis and we attend a number of different focus groups on different subjects such as safeguarding, mobility and health
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Bradford People First
Trustees' report (continued) for the year ended 30 September 2023
Financial review
The net income for the year was £2,277, including net expenditure of £17,326 on unrestricted funds and net income of £19,603 on restricted funds after transfers.
Reserves policy
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.
The charity's free reserves, excluding fixed assets, at the year end were £74,027.
Going concern
At the time of approving these accounts we have learnt that our local authority funding will not be renewed. Whilst this is a significant part of our annual income we have sufficient reserves to continue in the short term and will be looking at alternative funding sources during the year. At the time of approval the trustees consider the charity to be a going concern.
Approved by the board of trustees on 17/06/2024
Surekha Thind (Trustee)
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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 2023, 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 FCIE
26/06/2024
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
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Bradford People First
Statement of Financial Activities
(including summary income and expenditure account) for the year ended 30 September 2023
| Notes 2023 Unrestricted funds £ Income from: Grants and donations (2) 1,625 Training fees 400 Fundraising events 133 Other income 231 Total income 2,389 Expenditure on: Salaries, NIC's and pensions (3) 11,927 Payroll charges 509 Project costs and activities - Training and conferences - Travel and subsistence 96 Refreshments 216 Rent and rates 1,838 Phone and internet 70 Postage, printing and office supplies 773 Insurance 430 Independent examination 792 HR support - Memberships and subscriptions 39 Repairs and maintenance - Computers and software 2,796 Room hire 30 DBS checks 184 Volunteer expenses and training - Advertising and publicity 15 Total expenditure 19,715 Net income / (expenditure) (17,326) Fund balances brought forward 91,353 Fund balances carried forward (4) 74,027 |
2023 Restricted funds £ 114,932 - - - 114,932 72,504 - - 932 729 449 16,818 972 51 768 90 - 444 - 1,224 225 123 - - 95,329 19,603 36,526 56,129 |
2023 Total funds £ 116,557 400 133 231 117,321 84,431 509 - 932 825 665 18,656 1,042 824 1,198 882 - 483 - 4,020 255 307 - 15 115,044 2,277 127,879 130,156 |
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 96,963 127,879 |
|---|---|---|---|
All incoming resources and resources expended derive from continuing activities.
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Bradford People First
Balance sheet
| as at 30 September 2023 2023 Unrestricted £ Current assets Debtors and prepayments (5) 1,723 Cash at bank and in hand (6) 73,452 Total current assets 75,175 Current liabilities: amounts falling due within one year Creditors and accruals (7) 1,148 Total current liabilities 1,148 Net current assets / (liabilities) 74,027 Net assets 74,027 Funds Unrestricted funds 74,027 Restricted funds - Total funds 74,027 |
2023 Restricted £ 13,819 42,310 56,129 - - 56,129 56,129 - 56,129 56,129 |
2023 Total £ 15,542 115,762 131,304 1,148 1,148 130,156 130,156 74,027 56,129 130,156 |
2022 Total £ 6,037 122,682 128,719 840 840 127,879 127,879 91,353 36,526 127,879 |
|---|---|---|---|
The financial statements were approved by the board of trustees on 17/06/2024
Surekha Thind (Trustee)
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Bradford People First
Notes to the accounts
for the year ended 30 September 2023
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
At the time of approving these accounts we have learnt that our local authority funding will not be renewed. Whilst this is a significant part of our annual income we have sufficient reserves to continue in the short term and will be looking at alternative funding sources during the year. At the time of approval the trustees consider the charity to be a going concern.
Incoming resources
All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, if 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.
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.
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Bradford People First
Notes to the accounts continued
for the year ended 30 September 2023
| 2 Grants and donations City of Bradford Met. District Council Equality Together (Innovations) Equality Together (Lot 2) Lloyds Bank Foundation Mencap CNET Mental Wellbeing Other donations 3 Staff costs and numbers Gross salaries Social security costs Employment allowance Pensions |
2023 Unrestricted funds £ - - - - - - 1,625 1,625 |
2023 Restricted funds £ 22,770 59,912 27,250 - 5,000 - 114,932 |
2023 Total funds £ 22,770 59,912 27,250 - 5,000 1,625 116,557 2023 £ 83,135 4,921 (4,921) 1,296 84,431 |
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 |
|---|---|---|---|---|
The average number of employees during the year was 5.7, being an average of 3 full time equivalent (2022: 4.8, 2.3 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) 3,305 - Equality Together (Innovations) 16,715 22,770 Learning Disability England 1,064 - Lloyds Bank Foundation - 27,250 Equality Together (Lot 2) 15,442 59,912 CNET Mental Wellbeing - 5,000 36,526 114,932 |
Outgoing £ 3,305 19,545 1,064 21,558 49,857 - 95,329 |
2023 £ 1,296 266 - Transfers £ - - - - - - - |
2022 £ 730 - - Balance c/f £ - 19,940 - 5,692 25,497 5,000 56,129 |
|---|---|---|---|
Fund name
Bradford Council (Covid-19) Equality Together (Innovations) Learning Disability England Lloyds Bank Foundation Equality Together (Lot 2) CNET Mental Wellbeing
Purpose of restriction
For Covid 'Community Champions' work. Bradford Innovations fund grant. To assist with communications during Covid. Towards core costs.
Towards salaries, rent and other running costs.
Towards pop up events within the community to increase our reach to people with learning disabilities to better manage their mental wellbeing.
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Bradford People First
Notes to the accounts continued
for the year ended 30 September 2023
| 5 Debtors and prepayments Debtors Accrued income Other debtors 6 Cash at bank and in hand Cash at bank Cash in hand 7 Creditors and accruals Accruals |
2023 £ - 13,819 1,723 15,542 2023 £ 114,898 864 115,762 2023 £ 882 1,148 |
2022 £ 400 4,692 945 6,037 2022 £ 122,479 203 122,682 2022 £ 840 840 |
|---|---|---|
8 Related party transactions
Trustee expenses
During the year trustees were paid a total of £96 in respect of transport and refreshments in respect of their volunteering time (previous year £332).
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 £38,827 (previous year: £25,452).
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Bradford People First
Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 30 September 2023
| 2023 2022 Unrestricted Unrestricted funds funds £ £ Income Grants and donations 1,625 25,589 Training fees 400 400 Fundraising events 133 302 Other income 231 - Total income 2,389 26,291 Expenditure Salaries, NIC's and pensions 11,927 1,926 Payroll charges 509 - Project costs and activities - 681 Training and conferences - 550 Travel and subsistence 96 302 Refreshments 216 451 Rent and rates 1,838 5,270 Phone and internet 70 166 Postage, printing and office supplies 773 474 Insurance 430 - Independent examination 792 - HR support - - Memberships and subscriptions 39 38 Repairs and maintenance - - Computers and software 2,796 666 Room hire 30 45 DBS checks 184 - Volunteer expenses and training - 40 Advertising and publicity 15 - Total expenditure 19,715 10,609 Net income / (expenditure) (17,326) 15,682 Fund balances brought forward 91,353 66,597 Fund balances carried forward 74,027 91,353 |
2023 Restricted funds £ 114,932 - - - 114,932 72,504 - - 932 729 449 16,818 972 51 768 90 - 444 - 1,224 225 123 - - 95,329 19,603 36,526 56,129 |
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 30,366 36,526 |
2023 Total funds £ 116,557 400 133 231 117,321 84,431 509 - 932 825 665 18,656 1,042 824 1,198 882 - 483 - 4,020 255 307 - 15 115,044 2,277 127,879 130,156 |
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 96,963 127,879 |
|---|---|---|---|---|
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