## Bradford People First
Charity number 1122294
Annual Report and Financial Statements
for the year ended 30 September 2023
## 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**
5
## 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.
2
## 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
3
## 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)
4
## 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
5
## 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.
6
## 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)
7
## 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.
8
## 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.
9
## 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).
10
## 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|
|---|---|---|---|---|
11