REGISTERED COMPANY NUMBER: 06682677 (England and Wales) REGJsfERED CHARrrY NUMBER: 1127896 REPORT OF The TRUSTEES AND FINANCIAL STATENEritS FOR THE YEAR ENDED 31 MARCH 2024 FOR RUILS Hartley Fowler LLP statutory Audthrs Chartered A￿Ountsnts 4th Floor Tuitson House 27-37 st George's Road Wimbledon London SW19 4EU RUILS coritENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 Page Chalr'j Ststement Report of the Trusteu 2 to 14 Report ot the Independent Audltors 15 to 17 statement of FlnJncO•l Actsvltl 18 Balance Sheet 19 Caih Flow Statement 20 Nota to the Cash Flow Ststem¢nt 21 Note• to the Flnan¢l•l Ststements 22 to 34 RUJLS CHAIR'S sfATEMENT FOR THE YEAR ENDED 31 MARC•1 2024 It gfves me great pleawre In presenting my flrrt Ruils AnThJal Repc*t and Acc￿￿ for year endlng Math 2024. 1 thair in Novemter L3st year and very privllwJed to ￿ gfven this fants￿¢ opLx)rtynty. I Ilke to thank my wedecew &rrth Bthblns for Ns leaderth4J and cLYnnlbwrt a5 Chalr and am delightsd that he vlll remaln VJTth u5 In a trustee role. Thls year we have Se￿ a numlw of Chan￿ to the Board. After mary ￿T$ as a IJL6tee Gareth s3￿n deddetl to stand do%w). I Ldd lik£ to thank hlm for h& crmmtrnent, ddiL7tion aNI seNtr to Rul1& We were all and saddened by the passlng of Jan Ben9Jn. He vlll be greatty mlssed as a campaigner, an athocate for l)tsabllty Rights and Ru115 knbawdor. We are pleased ttwt Patty Llryd, a *)ng.*andlng volunteer. and Gemma Taylor have joined Ihe Bckird and we look forward to w?￿n9 wth them. There Is a lot of WOTk ahead, but the supp)rt of my two vktrthalrs, Slan Bhtes aTrJ Amber Deb￿ham, and fellcw tsu*ee5, 1 am crfifident that RUS15 will conttnue to Ik)urlth. Th& has been a very 5Fedal year wth Rulls 05 we have ￿lebrat￿￿ 20 ￿rS crf servth to the con¥nunty. It has been wonderful to se, r￿nem￿er and reflect on the many p￿pIe . &aff Ipasi and presentl, dients, fonnw tru5tee5, coundl and Voluntary sec pathws - who have hdkxd thape and develop Rulls frcm a 9mall group of C45atled people sat round a kttchen tsbie to the *thbrdnt tharlty It Is today. So muth has changed w the yeats, bui our remalns the *me - we eyl* to remove the b3thers that prevert Etsabkd pKyie frcm 1ndepeThts￿ I￿e& Thos work is more knpJtsrt than ever. We cMVnue to see the number of refuTrls hKreasfng acrcss all of our ser￿Ce* Wal Presthbing Is nLW4 emtsedded In the ccAnmunty and there ￿ a greater number of Fecple engaglr@ In ccffimtsnty and gL*Ung the se￿tr$ they need In place. We have expanded our (￿munty outreach, hostln9 Health & Wellbelng events auc6S the ts(￿ugh that have enablwJ kol F*e to meet and tslk to k(al ffjders and charttles, ty new a￿l￿e$ and g& health and wembelng checks. We have also greater Integrated worklng a¢Joss the NHS, ScK*I ca￿ and the vdyntsry sth wlth the rdl out rfthe Proartfve Care se￿￿. We bel*ve 9Ycffigty that Crfr&t PayTnents open the dc4y tD greater thc*e and [￿tr¢I for tJsabied IndlwduaL% and Bre ddighted to have rda5ned trE fAreLt Paw￿rt &Jiwt Se￿￿ for RthnoThl ar￿ been awarded It In Wandswoth. We have also managed to Increase the capadty crf our Pathways 18eneffts and Hou4ng seNlcel ty employbThJ a sec￿1 case and the the IAlvlce ¢)iJlty s￿￿Trard IK6), vdldaOng the hlgh standard of ad￿ thls seThke. Hawng begun as a camwkjnlng OryanI￿t￿n. cffie rf ￿Jr strth3lc akns wo5 to enhan￿ our (￿PaIgn to g￿e ktsl Usatlul e a *rnger, mtre prunlnent V￿￿. We have made great *Jldes kn tms area wth ow Hou￿ng Campal9n, the T1￿ Offl dogjre d*ed artknn aThl the Sncreaslng nurrthr of attend￿S at ￿r pger led usewrnup5. We hope to b￿ld cn thls ne*( year wth a pa￿aJIar fr￿$ on uejvng fijture Kws. The tharty has had another swnd flnanrjal year. In ordtt to suppjrt our siaff team, the bi>Ord atyeed cl Lmng salary a* that re9Jknd In a pyojerted defidt budgeL However, due to the hard work of our fijnfJral￿rvj team our str¢￿9 track record of ￿￿￿¥, ￿ mnagal to S￿re IrKrea*d fundlThJ through lurKlral*w and nEW proRts have enw the year a S￿r￿U& Our dedlcoted tsam of and volurteers has conVnued to delW e¥certknnal levds d s￿￿e. cijr annual staff gJrrfey th0￿￿d that stsff feel very sUPk￿e￿ worklng at Rulls, and that tJ)ey are totslw alkJned wth atKI ccfflrnltted to C￿T vLslon and WBlues. Caw projresslon remains a cha* and fiDm staff feedbath we have Insty*d a stsff pay and bweffts revlew, the resultlng actic*s of vknlth wlll te implunent& in 202412025. We remaln £cfflr￿ited to ensurlThJ thot staff the e￿rOnmen￿ tra5nlng. and s￿[*￿t to thtfve. I Illz to thank nry fellow trustees thelr ￿r￿t, our *3ff tsam fcf thdT har￿ work arhl dL*lotlon and our vdunteers ft¢ thek enthuslastic cunmffment We ¢￿*lnue to operate In a challengirg but l am CL￿fidert that trgether vlil CortIn￿ to dd￿r h*h qualty sery1￿that make a dlffwence to the I￿¢5 rf Ctsatled pe*. Jane Ge￿￿1 27 Septenber 2024 RUILS (REGISTERED NUMBER: 06682677) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 The trustees who are also dlrectors of the charity for the purposes of the Companies Act 2006, present their report with the rinancial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provislons of Accounting and Reporting by Charities: Statement of Recommended Practice applicbble to charib'e5 preparlng their accounts in accordance with the Financial Reporting Standard appllcable in the UK and Republic of Ireland {FRS 102) (effettive l January 2019). OBJECTIVES AND AcfivITIES Objertiyes and alms Our purpJ*, as set out in the objLrts of our memorandum of assoaation, is to allevlate the needs of disabled p￿pIe, and others in need by reason of ill-health, financlal hardship or other disadvantage, to live independent, equal and 1rKlU￿ve INes. Rulls exl#s io r￿n0ve the barriers that prevent disabled people from Ilwing independent I￿e5. Our vlslon 55 for a society where all in{J￿IdUalS have choKe and contrd to live Indep￿dent lives. It 55 our misslon to provlde a range of selv1￿5 to enable indivlduals to te independent and to live the Ilfe of thelr th01￿. For the year ending Marth 2024 our princlpal objectives were as follows.. - Develop and deliver athvlUes and servlces that make a dlfference to our clients Influence attltudes, pollcle5 & practlce5 to remove barriers to Independent living for disabled peop ee sustaSnable and financlally and operationally resilient - Have a committed, high perforrning team of staff, volunteers and trustees Have our work recognised for its eX￿llence. Sl9nlftcant actlvltles We deliver a range of hdistlc, outcome-focused 5ervios that alm to remove the barrler5 to IlvSng an independent Ilfe. Thls year there were four maln strands to cur athvlties.. Gettlng the Rlght Start Otjr children's services provide parents wfch Informatsgn, advlce and support to enable them to get thelr young Ferson wlth additional need5 and dlsabilities the ed￿atrOn. community and home 5UPPOrt they need to thrlve. Serwce5 included., Family Matters - Houngow and Rlthmond SEND Speciallst Advice . FriendBee - SEND Befriending Bright FutLJres - SEND Transitlon Serv5ce Llvlng Independentlv We provide a range of se￿te$ that enable resldents to remain I￿Ing at Pb)me and cOnn￿ted to their communSty, including.. Direct Payment support in Richrnond and WandM)rth Social Prescribing Pathways- beneflts, housing & soclal care advbce and suppJrt Proattlve Antlcipatory Care (PACI working with NHS & sc£ial care colleagues to cwrdlnate Ca￿ & SUPPDrt Counselling Health in Your Hands - Core 20+Prc￿ramme . Special Proletts- Homes for Ukralne (SUPFQrting Ukralnian guests tts access health & community actfvities) Connerted with the Communlty Rulls, community and befriendlng setvices enable people to engage In zccessble, peer led actlvttles Sn thdr communlty. Acuvltfres Include: a community chdr, allotTnent keeping, indoor bowls, creative wribng. mentsl health support group, Breathworks & Mindfulne5S 9roup and theatre workshops, Community Volce OLJr peer led community Involvement group5, Your Say and the Ri¢hrnond TransrKTrrt and Mobility Forum, aim to ensure disabled people's vol￿5 are heard and that their views influence local deasion-making. We also collatx)rate with other organisation5 to campalgn for change on a local and national level. Publlc benefit We rewew our aims, objectives and activitie5 each year and in SC* dolng, the trustees have taken in to account the gUMIan￿ on public benefit published by the Charity Commission. In revlewing these aims and planning future activities and services we consider and evaluate the outcomes of each attivity and the impaLt it will have on our beneficiaries and stakehohders. RUILS (REGISTERED NUMBER: 06682677) REPORT OF THE TRusfEES FOR THE YEAR ENDED 31 MARCH 2024 ACHIEVEMENT AND PERFORMANCE Charltable artlvltles 202412025 marked the 20th annwersary of Ruiis. It ha5 been a great oppx)rtunity for reflection; acknowledglng the hard work and dedication of our staff and trustees. celebrating what we have achbeved for local resKlents as well as what we have achieved as a charity- Against this backdrop, we were delighted to win the Dirert Payrnent SuprKJrt Setvice contract in ￿.ChMOnd and Wandsworth. Ruils was fomied 20 years ago by a group of Dlsabled People whose main aim was to campaign for Direct Payments. Not only have Direct Payments been implemented, but we are now contracted by the very people we campaigned to deliver them. A fantastic achievement. Our staff remaln our blggest asset and thelr wellbeing is of paramount Importan￿ to us as a board. Thls year we have consolidated our cornmilment by intrcmlucing peer wellbeing champons who prwde 5UPPOrt to staff and are developing and delNering wellbeing initiatives to enhance reglience and improve wdlbeing. We ère currendy reviewing our pay and benefits package and will implement any required changes in 202412025. The commltment of staff to thebr cllents, their team and to Ruils conknnue5 to be exceptional. l. Gettlng the Rlght stsrt Our chlldren's setvices team works with Ic£al pa￿ntS to remove the barrSer5 f&lng thelr dlsabled chlldren and young people to create a more level play¢ng field so they can reach thelr full potential. Thls year we have challenged our approach to our sefvlte delivery ensurlng we empower our parents to be able to èct Independently of us supporting their chlldren to achieve more. Increased demand and a redurtion in capacity on one of servites, has resulted in waitlng lists for some of our seryices. This has been well mana9ed by the team - ulilising the experlence of volunteers, trlaging clients and offering drop in sessions lor famllies who are waiting. Over the last year the Children's Tearn has had ju5l Short of 1,000 attendances by parents at one to ones, case work, workshops and group worft. We value the collaL¥yallon5 we have with partner organisatlons in the borough and our SEND ColleCt￿e Thlnking Group, which we started last year, now has an actlve membershlp of 30+ memtors In Rlchmond. This group provide5 a safe space for or9anlsa￿ons to share their concems, Issues and best prèrtlce. F•mlly Mattern (Rlchmond & Hounslow) Our Family Matters SeNice covers the boroughs of Rbchmond and Hounslow. Caring for a child with SEND can have a wld*reachSng Impact on the whole farnlly and thls se￿￿ addresses these challenges. It nw start wtth wovldlng timely Inforrnatlon, bul Is also atr￿tst empowerlng parents so that they have increased awareness and confiden￿, feel les5 Isolated and are able to cope better. We have contlnued to see a trend towards parents struggling with mentsl health Issues, housing and finances. Our one to one work with cllents has focused In these areas and we have increased our tollaborative work wlth other organI5atlon5 to gSve parents additional support. Our gr￿P work alsg enables familie5 to meet other and form their own SUPFK)rt neNwrks. In the last year our Famlly Matters Team reached 292 famllles vo one to one worl casework and group sessions. 199 were in the Richrnond borough and 93 in Hounslow tr¥)rough, In addition tc¢ thls, 235 lamllles benefitted from attendlno workshop5 In both boroughs. FrlendBee (8efrlendlng Servlce) This year we have 5UPPOrted 103 famllles, wlth 45 familles ugng the se￿1￿ at least once. 30 new famIl￿S have registered for the servlce and we have recruited 23 new befrienders. Our tefrYdnder5 have dellvered 5,600 hours of WriendlrrfJ across Rlchmond and knngston bJroughs. Frfend8ee continues to change the Ilves of young people wlth SEND and their families. wh￿ a match Is successful It can significantly improve the Ilve5 of the young person, befriender and the wider famity. At the heart of our eth05 is that Ruils is run and for, disobled people. We are th￿efOre delightèd that some of our own befrienders have come full clrcle, wfch previous dients of the service now becomlng befrlenders thernselves. We are a15D proud of the success of our Minecraft GroLbPi which was set up in response to feedback from our young people and parents. It is a safe and supportive space for them to come and enjoy the world of Minecraft, whilst developing social and life skills. This year, B young people attended the group on a fortnlghdy bass and developEd skills to improve their cc*nmunicats"on. resilieno and independence. SE14D Advice The SEND Advi￿ Service prowdes training and advice to help equip parents to access SEN support in schoDls and college5, and nawgate the EHCP process. It also offers representstion and sypport in meetings wf(h Schools. annual reviews and rnedk3tion with the Local Authority. RUILS (REGISTERED NUMBER: 06682677) REPORT OFTHE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 This year this service ha5 encountered stafflng challenges, but in spite Df this we have continued to take referrals throughout the year and have wtsrkej with 138 Clien￿ This was achieved through the hard work and resilien￿ Df our staff, and the invaluable support of our parent trustee who has joined the team as a volunteer. We ccsntlnue to offer a be5￿ke servKe ranging from telephone ad￿￿ to Ir>rng temi case work, as well as dellvering workshops and group sessions for parents. Brlght Futures, SEND Transition support This servte is now firmly established in the borough and has reached a further 156 familie5 thls year, We have worked with 78 pbrents on a one to one basis offering support on a range of issues frorn houslngi education and social act{v￿"e5. 112 parents attended at least one of OUT 15 workshops and we are facilitating 3 parenl.led groups, One of our aims this year was to increase the Opportun￿ for our young people to have a volce. This was achieved through the four Dreams Bubbles workshcys we delivered In Ictal schools. These workshop5 gave young people the tools to express their P¥)p¢5 and aspiratlons for their future. In addition, feedback highlighted a gap in SEND attivities for two different groups of young peorAe. We piloted Lwo clubs one for severely dlsabled young people and è second more for more able disabled young people. The clubs centre round life 5k1115 e.g. cooking and social athSUes e.g. musc makn'ng. This has created a space for young people to try new actIv5￿e5, express thebr Ilke5 nd disllke5 and have a w In how they want their Iwes to be. We have conts'nued to curate our onlSne knowledge base and are looklng forwarded to the launch of the new Informatlon Hub when our webslte goes live later In the year. 2. LlYlThg Independentlv Our independent livlng servlce5 provlde Infcmatlon, advlo and prartlcal suprort to enable residents to live the life of thelr tholce. DIM¢t P•yment Support SeNlce Havlng successfully won the Dlrect Payment Support Servlce Conlrart across Rlchmond and Wandsworth Borowhs, wwlce dellvery started In July 2023 wllh a new team working from our Wandsworth office. Whi15t the tran51tlon from the prevlous provider went relatively smoothlyi we soon rea1I5ed we had si9nlfl¢ant work to do to support clSents to woperly understsnd their employer responslbiif(ie5 and to ensure their managed accounts were accurate and up to date. Nevertheless, we supported 100 cllents In Rlchmond and 119 cllents In Wandsworth to recruit new Personal Assistants IPAS) and a totsl of 344 clients were supported wlth infc*rmation and advlce across the two Boroughs. We supported 697 clients wtth Managed Accounts and provided payroll serwces to 499 employers duriry the year. We were successful In securlng fundlng for PA Trainlno which we dellvered with ￿rtnerS Action on Dlsability Hammersmith wa onllne and In-person course5 including First Aid, Resilience, Health and Safety in the Workplace and Epllepsy Awareness. We continue to keep cllents safe by providing in house training on 'Being an Individual Employer, and ensuring they are up to date with legtslation. We have SnLTeased the Irequenry of Dbrect Payments tralnlng lor SOCHI Workers to monthly due to particularty low levels of awarenes5 and knowledge in Wandsworth. We worked with 9 self-funders, supporting them to use the find-a-pa wthle, recruit PAS and set up Ca￿ arrangements. An upgrade lo the find-a-pa website wlll be ddivered In 2024. Connert to Tech We conb.nued working with Richmond Aid, Richmond Mind, M￿caP and Age UK, to 9JPPOrt clbents experienang d￿1th1 excluson to get connected. Our "Try before you ￿v, Servi￿ enable5 residents to trial a devKe e.g. a tsblet or smart phone, for 3 months for free. We 5upportEd 38 clients to identify, set up and manage the appropriate dev[￿ and to ￿rCha￿ their preferred device at the end of the trial pwiod and provided admce, guidance and trials to 57 clbents overall. We exten(Jed our t￿h offer to include smart watche5 and worked with the Soclal Prescribing Se￿Ce to womots thls vSa GPS as supFx)rt to get h2althy. We also agreed a 'set-UP' service to support the counci1'5 Assistive Technology Projett and provide clients support to set up devices. aients were Signpo￿ed and supported to project partners: RAID, Mind, Mencap and Age UK for one to one training, troubleshwting and workshops on popular topics such as online shopping. Thi5 servits has sIgnifican￿v Improved indeFendence and reduced loneliness and isolation for many clients. RUILS (REGISTERED NUMBER: 06682677) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 Pathways Pathways has had another busy year. We passed a major mllestone In September 2023 when we obtsined our AQS accreditation. This wa5 really important for setvite development and demonstrating lo pather agencies, funders and clients that we a meeting hlgh quallty stsndards with our sermce delivery and case recording. We worked with 5 other DDPOS to secure funding to extend ènd expand the service, retruitt.ng a Trainee Caseworker in November 2023 and promotlng our existing caseworker to Lead Caseworker. The new TraSnee Caseworker has settled into the team well and has now completed an In-depth Learnlng to Advise course which covered a range of tops'cs on housiThJ and benefits. We worked with 74 clients and secured £174,300 in back payments ol benefits to clients with further clalms to be progressed in the next financlal year. Inapproprbate housing and disrepalrs remain a common issue and we have supr¥)rted our Campaigns Manager wllh our Houslng Disrepabrs Campalgn, which will hoFefully contn.bute to Pos￿.Ve systemic change. Counselllng There has teen a noticeable increase in demand for our counselling Se￿Ce prompJng an expansion of our team from 10 to 12 coun5ellors and the recrulthent of an additlonal part time coordinator. Operating 2 days a week, we now dellver one-hour counselllng sessions to 34 clients per week and we have reached 120 clients over the year. Our service remalns one of the only freellow-cost counselling seNces in the Borough of Richrn￿d, engJri*YJ acce5sibS1ity and support w5thln our communlty. Challenges faced by the service continue to be avallabS1ity of rooms al DAAC and securing funding. However, our service has responded adeptly to the growing demands for counselling, ensuring the quality of and acce5slbility to our servlce Is not comprornised and that the outcomes for clients rernaln extremely positive. Welfare Grants In additlcn to the fundln9 we recelve from Rlchmond Charltle5 and a private donor, we were selected to take part in the Catalyst Pik)t- a new stheme run by R*hmc*nd Parlsh Lands. The grant awarded to us is to te dlstribjted to people experiendng flnancial hardshlp. The grant values vary according to the need of the cllent typtalty do not exceed É5(YJ, Thls year we admlnistered 100 grants which were spent on a rat7ge of ￿ernS such as paybrs for utlllty billss growles, school uniform5. essential household Items, speclallst equipment and clearlng debts, Thanks to a generous donation from a local buslness, we were able to glve out 15 £50 91ft vouchers to cllents In need to pJrchase groceries. Soclal Prescrlblnq Our team of Ilnk worker5 conbnue to gJPPOrt residents to access Se￿CeS and engage in thelr communlty. We receNed 3,234 referrals, mainly from our Ifxal GPS. Consistent wlth previou5 years the predomlnanl reasons for referral a￿ social isolation and mentsl health support. There has also been an increase In referrals for benefits advice and access to food provlslon due to the Cost ol li￿ng Increases, We have continued to work in partnership wlth Rlthmond Council, rKovidlng 109 home visits for Ukrainian guests spjnso through the Homes for U￿a[ne scheme. The team contlnues to support cllents to overcome barriers and engage wlth servbces and actlvitles. <￿erall, t￿Y have FYovh*d 6,916 pre5CriPtions to cllents- these range from benefits advice to soclal attivities in the comnunity. Febjback from Unk Workers indIcat￿l that due to the increase in cost of Ilvlngj the CDSt of Items or at￿dIng classes was t1eterring clients from engaging wlth aclwitie5 creating a gap in prowsion. Following a successfvl applicat1￿ to the Active Rlchmoryj Fund, we have been able to provide a grant up to the value of EIOO for clients to purchase items they need to become more active and engage in physlcal acts'vitie5. In partnership wlth Publlc Hea5th and Rtchmond Council for Voluntary Servke5, we undertook a ￿eW ol the sector specIf￿allY focugng on capacity and the irnpact of Soaal Prescribin9. The Gap Analysls Report provid&1 helpful Insights to both the hea and wellbeing services available in the ￿rOUgh and the pressures that organisation5 fa￿ in the current challenging environment. In August our Service moved to a new case management System, Joy, with a short lead dme and notlce. This now provldes an accessible local directury of services for local residents and health and social care professiDnals. Community ConverHtions Workin9 in partnership with the NHS Integrated Care Board, Dur Community Connectors voslted residents frrAn March to May 2023. They completed survey5 to ascertain what residents knew aL￿ut their local area, what they felt was mi5singi a5 well as gaining a better understsnding of their current health and wellbeing. RUILS (REGisfERED NUMBER: 06682677) REPORT OF THE TRusfEES FOR THE YEAR ENDED 31 MARCH 2024 Communty Connectors provided information on services and activ[t￿$ within specific areas and ￿nk Workers accepted sdf-referrals for residents who wished to engage w51h Social Pre5cribiThJ and access further support. The dats gather￿ from these conversations will te used to plan attwib'es and events in these different areos. Proactive Antlclp•tryy Cjre (PAC) Following the successful pilot in the Teddlngttjn Prfmary Care Ne￿rk IPCNI this servio was rolled c*rt to the ¢)ther 5 PCNS In Richmond during September 2023. wOr￿'n9 direcdy with a core team of multS-agency professlonals, PAC Care Coordinators have focused on supportSng indNKluals with escalating risk5 to their independen￿, health and wellbe4'ng. The team have stsrted to emted themselves within primary care and wc*k In pèrtnwship with HRCH and Adult Social Care to address those at creatbng personalized S￿n9th-based ca p￿n5. In addltion to the 263 referrals that have a￿pted, PAC Care Coordlnators continue to work with clients who th not meet the criteria to ac￿ sUPkX)rt and seNices in their community. The care cwrdinators contlnue to build strong partnerships with ran9e of health and S￿la1 care professionals, putting the cllent In the centre and advcKatlng on the¢r behalf where required. Health In Your HJnds (HIYH) Health In Your Hands has conts'nued to delivtr a hollstlc approach to tackllng n￿ghbOurhO1)j health inequallt*5. Coverage has expanded from the initial foojs within Hampton North to include Mortlake, Castlenau and Ham. The s￿ce has offered In-reach and worked dlrecuy with 60 clients Idents'fied by surgerle5 within 3 Prlmary Care Ne￿orks. They have been supported on a one to one basis to manage thelr existlng long-term health condluons, alonggde coproducing artlon plans and setbng goals around thelr SCKial need5. Our Wellbeing Coordlnalor has also offered baslc health checks, wlthSn Identrfied area5 of deprlvatlon, to those attending community groups and activllies. Overall, 311 basSc health checks were provided, wlth 35% of people requiring further investigation by a h&i5thcare profe551onal based on Ihelr bloc•J pressu￿. 25% of requlred further inve5tlgat&on due to thelr diabete5 risk score. Our Wellbelng Cwrdlnator has conunued lo network and develop rektlonshlps wllh voluntary sector prO￿ders, ojlmlnatlng in hostlng severa Health and Wellbeing Falrs lo create a vlsual presence within the community. These have been well recelved by local resldents, provldlng dlrett acce5S to local organisatlons tho offer support. Throughout the year, there has been one Wellbeing Coordi￿tOr coverlng multlple areas and this has created additional pressure on the service. Fundin9 has been secured for another px)st holder ènd we are now working along&de the integrated care system and publlc health to work cohesively and as a slngle polnl of outreach for the local communlty. 3. Connected with the Community We drew from a PDOI of 90 volunteers to dellver our Befriending and Actlve from Home services, whlch have gone from strength to strength this year. LcKal resident5 have joined OUT indu5ive and accessible actiwties giving them a sense of purpose and combatting isolation. We achleved over 3000 attendances a¢r055 our Group ACti￿ty sessions and are very proud that some of our client5 have galned so rnuch benefit from the aLtiwties that they have becc¥ne volunteers themselves, one of them even becoming 6 group leader. Dellvered In partnership with Cambridge Park PA)wls Club, OUT Bowls Activlty won the Rlchmond Cornmunty Heroes Project of the Year Award and two of Dur volunteers from St. Mary's University won their annual Work Nacemenl Awards. Ruils Alloiment has been shortlisted fDr this year's Comrnunity Heroes Projert of the Year award and we have a volunteer shortlisted for Outstanding Volunteer. The cwtlve writing group is working on an anthology of their work, with the aim of publication eady In the new year. As part of our Core20 proieLt we I￿ntty delivered 7 health and wellbeing events, as well as supporting HIYH one day a week by provicling health checks and advi￿ and signposts'ng at outreach events. RecruMng the required volurne ol volunt￿r5 to fvlly meet the demand for Servi￿ has been a challenge, but we have attended volunieer and recruitment fairs across the borough and utilised scoal rnedia and word of rnouth to full effect. Waiting times for our seNces a￿ increasing, as demand has rlsen notably across the Borough for all organi5ations providing similar setvices anil we manage expettaknons with referrers accordingw. We delivered Christmas food parcels to 90 households (approximately 250 peo￿e) across the Borough of Richmond. This was made t)DSSib￿ due to the generosity of our local community Sncluding sthools, churches an(J local bugness network and the incredible effort of over 30 volunteers and staff who helped us pack and deliver. RVILS (REGISTERED NUMBER: 06682677) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 4. Communlty Vdce Your Say & The Transport & Mobillty Forum Our user groups moved back to in per50n meebngs in TeddSngton for the flrst tirne since the paThJemic. This has rewtted in significant increase in attendance to the Tran5POrt and Mobility Forum and a steady attendance to Your Say. The focus f¢y ljoth groups 15 to create arml implement campaigns that coukl be l￿ed to draw new members and increase engagement. Your Say has focused on access to same day GP appolntments. What started with a member sharing their reC￿t experience of nol ￿Ing able to 9et a same day appointrnent turned Into a campaign to create a guide to hdp Practlce Managers and surgery skff understand the barriers Disabled people face when trying to make an appointment. Your Say mernbers created a guKle which will be presented to the Practice Manager Forum in lune. Throu9h peer discussion, Your Say members support each other io address day to day issues they are facing. One of these is access and members are looking into reinvigoratlng its high street accewbllity campaign, whlch will launch next year. The Transpjrt and Mobility Forum remains an important space for local Disa￿ed people and transport providers lo come together to Improve public transport access across the borough. Sadly, our Chair, Alan Benson, passed away in December 2023. He was passionate and dedicated access actyvlst an($ we were pleased to appolnt jamie Mccormack and Mary Harrison as the new co.thairs to take Alan's considerable legacy forward. The group has Increased in numbers conslderably and we are ￿Sed that Rbchmond Councll and l¢xal Counclllors are taking an interest in the forum and are regularly attendlng. Pjrent Carnr Forum Hosted by Ruils, the Parent Carer Forum gather5 and promote5 the views of Local parents and works w￿h the L¢xal Authorty lo to.prtyJuce wvices for chlldrenlyoung people wllh SFecial Educatlonal Needs and Disa￿'11t1eS (SEND). The Parent Carer Forum currentyy has 649 members. Engagement We have been communlcating with wr rnem￿rs, supporters and the local communlty vla our quarterly newsletter rexhing 3,371 people this year. We sent out 32 newsletters across the year with an overage o￿n rate of S4.5% (17-28% Is deemed 90c￿) and 13,8Wo click rate lover 2.3% Is deemed gwd), whlch 15 a near 3Q)% increase from last year. Sock31 media is a powerful tool keeping us up to date wlth national trends as well as beirrfJ a plarforrn to shore our work. Our following has grown by 820 people across our channels and our pxJ5ts have 578K impresslons aeross netrworks. We currently have 1,300 followers on F3￿book, 1,897 follower5 on Twltter, 869 on knnkedln and 763 on Instsgram. We reached a total of 184k Ind￿￿Ual people. EryJagement rate ha5 remained #eady and averaged at 8.4% ocross p￿tformS. At present we have 163 fully registered members,. 71 members have been added since January 2023. We have 130 full members. 31 associate and 2 corporate members, Campalgnlng Our cam￿Ign work has focused on socol hovsing disrepairs In Rlchmnd. We worked wlth MultKultural Richmorvj and cr)Ilective of voluntary sector organisations to collect feedback from local reddent5 on thelr experien￿ with disrepalrs. A report highllghting our flndlngs has been pr(>thJ￿ and will be presented to housing providers and recommendations will te made for systemic change. The future of the campaign will be to hokl prowders to account based on their response to our r8commendatlons. The end goal is to co-produ￿ change5 that will make thar Se￿CeS more efficienL effective and acce55ible. The strategic communications project, Talkln9 About DSsability, that we have been working in partnershlp wlth Inclusion London, Inclusion Barnet and a group of DDPOS has been publi5h8J. We were involved in the launch event and in ￿rtICular we presented the ways in whKh we have embedded the learnings in to our comrnunicauon. This project hlghlighted the importance of language and commun¢catson in changing and improving the lived experience of Dlsabled PeO￿e. We worked In partnership wlth Dis3t￿lIty Action Harlngey on the No Vote No vol￿ carnpaign, almed at 9ettlng more Disabled people reglstered to vote and Increase awareness of new photo ID voting registration laws. We attended 8 events to 5￿k with Ic¢al wple and reached approximately 25k r*ople through soclal rn8Jia posts. During the year we have fed in to numerous conSultat￿n$, made representstions to our MPS and completed and shared petitions. We were to respond quiL*ly to emerging sitvalions, a good example being the pro￿Sed closure tri train ststion ticket offices. We We￿ a￿e to share the consultation wldely and, with local partner5, we led a protest outside Morlake ststion. Thls demonstrated the power of cc4lErtive acbon. RUILS (REGISTERED NUMBER: 06682677) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 We have become members of the Hidden Disabilities Sunflower Lanyard scheme to bring awareness to hidden disabilities ￿thIn our staff team and wider community. We have also produced Oementia Friendly badge5 for the staff team and have chamiioned the use of these across Richmond Borou9h. Quallty Stsndanls We hold the ISO 9001-2015 Quallty Ma￿ and we are pleased to be have been awarded the Advi￿ Qualbty stsndaid for our P)thways servi￿. We are alx) a Disablllty Confident Employer and an accredit￿1 London Wage Employer. Fundro151ng Activitie• We continued to build on our community fundialsing gjccess, ralslng over £118k to fund our Counsdling Servke, campaign work aftd suppkrnenting our funding for h)cal inclusive activities and SEND advKe and Befriending, Enduran￿ events proved our biggest fund raising success, generating just under £20,000. with Our annual rugby dinner came a close second, rai51ng just over É16.000. Indi￿￿U81 donations amcunled to £14,000 and corp)rate donations ralsir4J IL￿t under £13,000. We are grateful to o¢Jr local comrnunlty for their support. This diver51fied income stream enables u5 to re¥)ond flexibly to flurtuating fundin9 and demand for new Se￿iCe5. RUILS (REGISTERED NUMBER: 06682677) REPORT OF THE TRUSTEES FOR THE YEAR ENOED 31 MARCH 2024 FINANCIAL REVIEW Finandal posltlon In 202312024, we generated a totsl income of £1,949,159 (which is an Increase from 202212023 £1,569,455). Total Spending was £1,899,419 of which staffing costs were £1,474,510, representing 77.6% of totsl costs. The overall surplu5 for the year is £49,740, however of this just over £19,000 is d¥ignated as Restricted Funds and a further £S,OOOk of the Unrestricted Fund5 are deslgnaLed. The overall surplus is therefore £25,000. Princlpal fundlng source8 The princlpal fvnding sources of the charity are NHS and thl Authority corttractsl grant income, donations and fvndralslng. During the year we received funding from Rlchmond General Practice Alliance IRGPA), NHS SWL ICB, the London Boroughs of Rkhrnond and Wandsworth, Actsve Richmond Fund, Richmond Cha￿￿"e5, Richmond Parish Lands, Hampton Fund, Children In Need, the Community Lottery, City Bridge Trust, Actlon on Dlsèbillty, Trust for London, Inclusion London, Ski15s for Care and trlounslow ThrSving Communities. Reservei policv Our Reserves Polty Is deslgned to ensure that we ho5d sufficient unrestricted funds to maintain the charitys core and essen￿01 ac￿￿tieS, to pay for unexpected costs and lo meet contractual liabilities in the case of closure. Our aim15 to hold in reserve the equivalent of 3 months operab'onal runnln9 costs. Ln to 202312024, the Board agreed a deficit budget. It was Important lo the Board to acknowledge the hard work and dedICa￿On of the staff team a5 well as the financial pressure5 that our staff were experiencing wlth the c05t of Ilvlng increases. We have had a very successful year,. community fundralsing exceeded oll expectat5ons and we manageé to deliver new projects which have improved our financial p)slbon. From a deficit poslllon, we have ended the year wlth a surplus and have therth￿ managed to make a small conlrlbutsJn to our reserves thls year. Unrestrlcted reserves have therefore increased frtsm E205,42B to £235,334 and Restrkted funds Intreased from £30,217 to £50,051. Prlncipal Rlskg and Uncertalntles The Board has a risk management stralw whlch comprlges a regular revlew of the major rSsks or untsrtalntles lo whth the charity Is exposed, In partlcular those relating to the operations and finances of the charity. The Rlsk Reglster Is review&J by the 8Dard at every sub-committee meets'n9 throughout the year and rlsks and mitigation5 are updated as required. The CEO highlights key riqks and mitigatlons on a Rlsk Dashboard at every eoard meellng. The Board Is therefore satlsfled that the nece55ary safeguards and procedure5 are In plKe, and that it can respond prompity to all foreseeable risks that may arlse. We are currently dellverlng a dlveTse range of services, some of which are dependent on NHS contracts and Large Tru51 fundlng. Our abllity to continue to delNer wr mlsskjn through some of these seNlce5 is dependent on Natlonal Pollcy dLrish)ns whlch will mpact available NHS funding. The most slgnlflcant rbsks we currently face and are mltigating agalnst IrKlude: (i) Change in NHS strategy or fundirig that reduce5 the demand for voluntary sector organtsètions to deliver key services. We are working ￿th our NHS partners to demonstrate the added value our work delivers. (111 Loss of key staff - Staff relentbn is a Board p￿OrIty as service dellvery is dependent on Dur tslenied and expedenced staff team. We have therefore invested in our staff supemsion, support and wellbeing programmes to ensure staff feel valued and supp)rt&J. (illl Failure to secure further funding three year Trust funding is comin9 to an end in March 2025. We are applying f¢y continuation funding as well as looking at altemative fundlng. RUILS (REGISTERED NUMBER: 06682677) REPORT OF THE TRusfEES FOR THE YEAR ENDED 31 MARCH 2024 PLANS FOR THE FUTURE strategy We have trRen ddivering to our thr*year ￿an w￿h a particular focus on securing the DirKt Payment Support service contratt and an increased locus on carnpaign work. In the new year we will be consultlng wf(h staff and trustees devek)ping a new three strategy for ddivery in 2024-2026. Fundlng Three year fundin9 from the Community Lottery and thildren in Need have Secured the FriendBee Befriending and Famify Matter5 (Hounslowl serv￿e5 and have enabled us to utllise our CLimmunity fundraising to fund our counselllng servi￿, our campaigns and communlcation work whS1st supplementin9 our Children's Service5 e.g. Family Matters, Securing the Direct Payment Support 5ervte for Richmond antJ Wandsworth has increased our financial sustainability and we have geen an increase in our NHS funding lo cover our communlty WDrk through Health In Your Hands, Core20 and Community Ci)nversations. We are working with the Richmond GP Alliance to ensure that the Social Prescribing contract is renewed in March 2025 and our IC8 partners to secure forvlard funding for our community health inequalitie5 projects. staff Wellbelng and Retentlon Staff wellbeing and retention remaln an IM￿rtant focus for the organisatlon. We have ￿M￿eMented a new appraisal and devdoprnent programme that helps managers to identlfy key strengths and areas for development for every member of staff. We have conllnued to support staff menta1 health by providing external support, coaching and mentoring as well as by pro￿dI opportunlties for staff to unwind wlth colleagues al oway days and èl social events. We have a team of Wellbelng ChamF4'0ns provide one tg one support to the team as wdl as developing and organlsing workshops and actiwties io supp)rt staff e.g. posture at work talk, staff complirnent scheme. Property We continue to work out of a Coundl owned property in Rlchmond and pay nominal management fee5 and rent and we have secured an Offi￿ in Wandsworth. Staff wor￿n9 from home, an office rots scheme vrt￿ch enables staff to book desk spao and our new office in Wandsworth have reduced the pressure on Offi￿ capacity. Flexible working space, space for actlvltle5 and counselllng is stlll very much ￿ulled, however wlth the current fvnding challenge5 we have paused our search. Board of Tvurte Thls year we lost ￿￿0 long serylng trustees, Gareth Sa￿n and Alan 8enson. Thdr lived expwlence, constructlve challenge and helpful Inslghts wlll be sorely missed. We have acttvely recruited two new trustees to the board, one with events experience and the other with carnpaigns and communication experience. This has enhanced the board's sklll b35e. We have implL*nent8Y programme of mandaiory trustee training and have appolnted a desi9nated Safeguarding ￿ad. -io- RUILS (REGisfERED NUMBER: 06682677) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document The charity is controlled by its govemiThJ document, a deed of twst, and constitutes a Ilmltgj companytr Ilmlted by gvarantee, 35 defined ty the Companies Act 2006. The charity 15 controll&J by Its goveming dr￿uMent, a deed of trust, and constitutes a liM￿d C(￿PanY1 Ilmited by guarantee. as defined by the Cornpanies Act 2006. Ru1151s b chaTitsble company limit8J by guaraniee and a regbstered charity. It was founded in 1999 and registered as a charity In 2c￿2 (number 10999301. The company vlas incorporated as a charitable company limited by guarantee in Au9USt 2008 and Is istered in England and Wales (company no.. 06682677 & charity no.. 1127896). Our Membershlp Rulls Is a user.led charlty and a membership Df9anlsadon. There are three types of memtErship: full, assctlate and cOr￿rate. Full Membership is available to a disabled person aged 16 or over and to a person who is not a disabled person but 15 a parent or legal guardian of a young person under 16 or aged 16-25 with a SFeclal èjucatlonal need andlor a disablltyl. Full members have votlng rights. Associate Membershlp Is avallable to an inénii(fval who Is not dlgible to ￿ a full M￿ber, but suppots the Charity's objective5. As50clate memters do not have votlng rights at Annual General Meedng5 {AGM) or Extraordlnary General Meetings (EGMI, but subject to an available vacancy. can serve on the Ruils board as part of the 25% non4i5abled membershlp. Corporate Membership Is available to organisab.ons who are DPULOS (Disabled Peoples User-Led Organisationsl, or other organlsabons who support Ruils, Objectives, andlor whom the Board decides to admit to mernbership. Cryrate members have a rfght to send rewesentatsve to attend the AGMS or EGMS, bul have no votlng rights. In totsl we have 231 members - 162 full members, 67 assoclafr and 2 corpjrate memter& The Ilablllty of the full membtts Is limited to an amount not ex￿edIng £1. Recrultment and appolntment of new truste Under the requirements of our Nemorandum and AriScles of A550ciatlon, the members of the Board of Trustees are elected to serve for a maximum period of three years after whKh they must stand down. They may seek rtreltttion for a further term. Each year one-thlrd of the elected trustees are subjert to rebrement by rotatSon. The appolntrnent of trustee5 lakes bv nomination and eleCt￿n al the AGM. Rulls Is a Deaf and Disabled People's Organisation (DDPO) and ha5 made a commltment to ensure that a minbmum of 75% of the board is made up of disabled people. Trustees must be repreSentat￿e of their constituents andlor te people with skllls, knowledge and experlence necessary to run an effertlve registered charltable company limited by guarantee. One space on the bjard Is deslgnated to a parent of è disabled young p￿sOn. The number of trustee5 cannot be less ihan four or grealer than fifteen. When considering co-opting trustees, the Board wlll conskler the 5peciallst knowledge, experience or skills requlred on the Board and the credentlals of the Indi￿dual co-0Oed. Oryanisational structure Ruils has a Board of Trustees of up to fifteen member5 who meet b&-n￿nth1y. They a￿ re5pons¢ble for the governan￿, strateglc direction and ￿1￿cleS of the charity. The Trustees carry the uldmate responsibility for the conduct of the organisatyon and for ensuring that the charity 5ati5fies Its legal and contractual obligation5. At present the Board has 13 members from a variety of profes519nal backgrounds relevant to the work of the charlty. The Chlef Executlve Officer also attends board meetlng5 but has no voting righ Trustees are also members of our su￿0MMittee$ that meet at least 4 times per year., Personnel, Hnance, Fundraising & Marketingi Quality Management Review and Strategy. All sub-commlttees have a Terms of RefererKe whlch ouuine their level of autonomy and decision-making. The Chlef Executive Offl￿r attends gjb-cornmittee meetings but ha5 Th) votiro rights. Reglster of Interests Ruils has a comprehensive Conflict of Interest pcdicy and maintsins a Reglsier of Interests. Trustees are requlred to decla￿ their and iheir familvs outside interests. Equal OpportunStles Ruils operates a policy of equal opportunitie5. ￿1 recrultmenl. empknyment Practi￿ and Service dellvery is carried out according to the principle of equal op￿)rtun￿leS. RUILS (REGISTERED NUMBER: 06682677) REPORT OF THE TRu￿EE5 FOR THE YEAR ENDED 31 MARCH 2024 STRu￿uRE, GOVERP4ANCE AND MANAGEMENT Dec151on making Thls year the Board has reviewed Stsnding Orders One and Two which define the recrurtment and Induction of trustees and dvisors and the terms of referen￿ for the Board and its S￿￿COMmIttee5. The terms of reference for each sub-committee define their remits with the day to day operation of the organisation restlng with the CEO who is responsible for ensurirng that the charlty delivers the servi￿ sFecified and thal key objectives and ￿rforrnan￿ indicators are met Indurtlon and trnining of new trustees All trustees are made aware of their respon5iblllties and commitments. In theSr inducbon prc(e5s, new trustees re￿fve a Trustee Handbook that contains essential inforrnaiion about the charity including the Memorandum and Articles of Associa￿on, Standing Orders, key policie5, the strategic plan and the latest financlal staternents. They also meet with Ihe CEO and are given key informatson on the charity's financial po￿tiOn, the actiwties of the organisation, objective5 and futuie plan5. Training on toplcs such as the roles and reswnsibilltle5 of a Trustee, Safeguartling, Data & Cyber Protettlon and Chlld Protection Is prwded. Pay pollcy for senlor staff The Charbty's trustees and the chief executive comprlse the key mana9emenl personnel of the Charity. The trustee5 a respDnsib1e for setting the 5trateglc dlrection ol the charity and the CEO leads and manages operations on a day tCTr day bads. All tru51ees give of thelr ttrne freely and no trustee received remuneration in the year. The pay of am staff Is reviewed annually and is norrnally Increased In line with the cosi of Ilving Indice5. This year stsff were 9Sven a 4% Intrea5e to salary. Trustees benthmark salaries against comparable role5 both locally and natlonally. Related pJrtleJ and co-oper*lon wlth other oryanlHtlon• None of our trustees recelve remuneration or other benefit from thelr work wllh the charity. Any connectlon bètween a trustee or a senior manager of the charity wbth a contrarted suppller or trusteelsenior manager of a partner organisation must be disclosed, There are no related party transathons as reported In note 20 of the flnancial ststements. Rlsk management The Board has a risk management Strategy whkh Compr￿ a regular reviv4 of the major risks or uncertaint￿$ to which the harity 15 exposed, In particular those relating to the operatlons and finances of the charity. The Wsk Reglster Is revIeW￿ by the Board at every sub-cornmlttee meeting throughout the year and risks and mitigallon5 are updated as requlred. The CEQ highll9hts key risks to the Board at every Board meeting. These risks and mitigatlon a￿ recorded In the CEO report on a Risk Da5hbDard, The Board15 therefore satlsfied that the necessary safeguards and procedures are In plèce, and that It can respond prompily to all foreseeable rlsks that may a￿Se, -12. RUIL5 {REGIsfERED NUMBER: 06682677) REPORT OF THE TRu￿EEs FOR THE YEAR ENDED 31 MARCH 2024 REFERENCE AND ADMINESTRATIVE DEfAILS Registered Company number 06682677 {England and Wales) Reglstered Ch•rity number 1127896 Registered offlce Disability Actlon And Advice Centre 4 Waldegrave Road Teddington Middlesex TWII 8HT Twstee• J M Getley Ichairl 8 M Molloy (treasurer) A M Debenharn tsolnt ￿ce chalr) S E Bates ULlnt VI￿ thalr) G A Bubbins D Bloud B J Meteyard D B Prasher A J Winterburn R A Wilding A M Harrison P Lloyd (ar¥)olnted 1212124) G Taylor (appointed IBI11241 A R Benson (resigned 3117123) G T SavSn I￿sIgned 1516123) Chlef ExKutlv• Offlcer Cathy Maker Senlor management Cathy Maker is supported by Paula Buckton (Adult Team Manager), Sue Holllns (Chlldren's knkes Manager), Callum Ha¢vey (Social Prescrlbing & Community Development Manager) and Bei Yang (Flnance Manbjerl. Company s￿r¢trry R A WSldlng Audltors Hartley Fowler LLP statutory Audltws Chartered Accountsnts 4th Flgor Tuition House 27-37 st George's Road Wlmbledon London SW19 4EU Bankers CAF Bank 25 King'5 Hill Avenue King'5 Hill West Malllng Kent ME19 4JQ Barclays 8ank Hc Leicester LE87 2BB Nationwide ￿lIdIng 5(Kiety ngs Park Road Moulton Park Northampton NN3 6NW -13- RUIIS REPORT OF THE TRusfEES FOR THE YEAR ENDED 31 MARCH 2024 The trusttts l¥¥ho are als) the dtrectors of RLIILS purpose5 (rf ccThpany law) are res￿n￿￿e for preparfng the Annual Repjrt aTrJ the fina￿131 93tements In acthance th apFllot4e law and Untted lQngth Act￿1nd￿j Stsnd*ds (Unfted ngdc¥n Genernty ￿￿￿￿ted kn￿nting ￿1. Ccqnpany law reqLdres the lJuth5 to wepare fina￿LI1 Stat￿n￿ts for each IlnaTrJal year whlth g￿e a true falr rf the state of affalts tharlable tonpany of the h￿Ir￿j and appI￿a￿ of regjurces, Induding the Ir￿ expendthre, (rfthe thbtbble company forth3t Ferfoa. In prEpatlrwJ ttrhxe fina￿￿1 statuneThts, the tru*ees Tel￿1ed to select 9Jit￿ acCoUn￿￿j and then app￿ tkn the meth)Js and p¢Ind￿e5 In the SORP,. makejudye￿wts and esknates that are rea￿ab￿ and W￿￿ent. prepare the staternents cm the golThJ l)* ￿leSs kn3ppffj￿￿e to the thartalle c£rywy WYI 0)n￿nue In bu51nes The tn&ees are re9￿b￿ keeplTrJ propw accojntlng records whkh dlsdose wth ye￿￿aLle aa)Jracy at ary the nandal posldo) d the chadt*Jle company and to enable them to ensure that the flnancbl statements cunply wlth the Cornpartes Art 2006. Try are also responsljle for *guafdlng the assets cl the tharftsble cJroany and herKe for tsthj reawJabLe for the prevenkn and detectton of fraud aTrJ cthw liregukrlyes. In g) ftr as the tJu*eES a￿ awère: there Is no re￿ant audY( lnl0m)a¥c￿ of vthlth the charftsble company's audknrs ￿ unaware; aThJ the tru*ees have taken all steps that they ¢xJghi to have tsken to make themlves a¥Ydre of any relomnt Infumatlon and to estalAIth that the audknrs are awa￿ ofthat Irlrym)kn. AUDrroRS The audw Harw LLP, wll be wop)s&J for Trappdrthert at the f(rththng Annual Genernl Meetlbwj. ThL5 rewt hos be8n prepared kn a(rUdan￿ the spedal of Part 15 of the Cc#7)Fonles N£t rdaVThJ to yna compante& r(Ned by LYdEr ofthe t￿rd rftTu*ees on 27 2024 arKI by: JMGeW. -i+ REPORT OFTHE INDEPENDENT AUDITORSTO THE MEMBERS OF RUILS Opinlon We have audit￿1 the financia1 statements of RUILS (the 'tharitable company.) for the year ended 31 March 2024 which comprise the Ststement of Financial Actiwties, the Balance SheeL the Cash Flciw Statement and notes to the fln8ncial statements, including a summary of significant accounting ￿1￿les. The financial repv)rting framework that ha5 been applied in their pxeparation applicable law and United ￿ngdoM Accountlng Standards (United Kingdorn Generally Accepted Accounting Prnctke). In our opinion the financbal statunents.. give a true and fair view of the stste of the charitable company's affairs as at 31 tlarch 2024 and of its incoming ￿SOurCeS and appllcab.on of resource5, including its income and expenditure, for the year then ended; have been property prepared in accordance with United Kingdom Generally Accepted Accounung Practice; and have been prepared in accordan￿ with the requirements of the Companies Att 2006. Ba519 for oplnlon We corKJucted our audit In accordan￿ with Intemational Standard5 on AudStr"ng (UK} (ISA5 (UK)) aTrJ appllcable law. Our responsibilities Ljnder those 5tandard5 are ftjrther descri￿ in the Auditors, resporTrsibiliUes for the audit of the financial statements settion of our report. We are IndepeThdent of the charitsble company in accordance with the ethical requirements that are relevant to our audit of the flnanclal statements in the UK, includlng the FRC'S Ethical Standard, and we have fulfilled our other ethical re5ponsibilitles In accordan￿ with these requ5￿Ments. We believe that the audit eVIde￿e we have obtalned Is suffic*nt and appropriate to provide a basis for our oplnion, Concluslons relJtlng to golng concern In audlting the financial statements, we have concluded that the trustees, use of the golng concern basLs of accounUng In the weparation of the financial ststements is appropriate. Based on the work we have Ferformed, we have not kjentified any material uncertainlie5 relatlng to events or cond+tions that, indivldually or collertSvelyi may cast signifKant doubt on the charitablè companvs abllity to continue as a golng concern for penod of at least fftlve rnonth5 from when the financ￿1 stateff*nts are authgrised for Sssue. Our responsibilihes and the res￿nsIbIlItIeS of the Iru51ees wlth re5pett to golng concem are described In the relevant sethons of this repjrt. Other Informjtlon The trustees are responslble for the other Informatlon. The other Informatlon cOmp￿se$ the Information Included In the Annual Report, other than the financial statements and our Rewrt of the Independent Auditors thereon. Our opinlon on the flnanclal statements does not cover the other Informatlon and, ex￿pt to the extent otherwise exkllcldy stated n our report, we do not express any form of assuran￿ conclusion thereon. In connection with our audit of the flnandal statements, our responsSbility is to read the other Inf0m￿tIon and, in ddng so, consider whether the other infomiatlon is materlally inconslstent with the financlal statements or o¢Jr knowledge obtained In the audlt or otherwise appears to be materlalty misstated. If we identify such materHI inconsistencies or apparent materKal mlsstatements, we ère required to determine whether this gives rise to a material rnis5tatement In the financlal 5toLements themselves. If, based on the work we have ￿rforned, we conclude that there is a matedal rnisstatement of this other information, we are required to report that fact. We have nothing to report in Ihls regard. Oplnlons on other matters prescrlbed by the Companles Art 2006 In our opinion, based on the work undertaken in the course of the audit: the information given in the ReFort of the Truste£s for the financial year for whlch the financial statements are prepared is consistent wlth the financial ststements,. and the Rewrt of the Trustees has been prepared In accordance with appllcable legal requirements. -1s- REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF RUILS Matters on which we are required to report by exceptlon In the light of the krtuwledge and understsnding of the charilot4e company and its en￿ronment oljtained in the course of the audit, we have mt identified materlal misstalements in the Report of the Trusiees, We have nothing to repcrt in respect of the followlng matters where the Companie5 Att 2006 wuires us to rep)rt to you if, in our opinion.. ad8]uate accountSn9 records have not been kept or retums adequate for our audit have not ￿en received from branches rK)t visited by us,. or the financial statements are not In agreement with the accountin9 records and returns,. or certain disclosures of trustees, remunera￿On spdxif*d by law are not made; or we have not ￿￿1Ved all the information and explanations we require for our audit. or the trustees were not entitled to take advantage of the small com￿leS exemption from the requirement to p￿ pare a Strategic Report or in preparing the ReF(Jrt of the Trustees. Respon$lbllltle$ of trustees As explained more lully in the Ststement of Trustees, Re5ponslbilities, the trustees (who a￿ a150 the directors of the charitsble company for the purposes of company lawl are responsible for the preparation of the flnanaal stslements and for being satisfied that they give a true and falr view, and for such internal control as the trustees determine 15 necessary to enable the preparation of flnanclal statements that are f￿e from materlal mlsslalement. whether due to fraud Of error. In pyeparlng the flnanclal statements, the trustees are responsible for assessing the charitsble company's abS1ity to ctsnllnue as a 90ing cr￿CeM, dlsdoslngi as appllcable, matters related tts going con￿rn and using the going concern basis of accounllng unless the trustees ellher In￿n￿ io liquidate the charitable company or to cease operatlons, or have no reallstic alternatlve bul to do ￿. Our responslbllltles for the audlt of the flnanclal ststements Our objectives are to obtain reasonable assurance about whether the finarKlal statements as a whgle a￿ free from materlal mlsstatement, whether due to fraud or error, and to issue a Report of the Independent Audltofs that Includes our opinion, Reasonable assuran￿ is a hHJh level of assuran￿, bul is not a guarantee that an audll conducted In accordance wlth IS•ls (UK) wlll always detect a materlal mls5tatement when it exists. Mlsstatements can arlse from fraud or error and a￿ considered materlal If, Individually or in the agyjregale, they c<)uld reasonably be expetted to influence the economic decisions of users taken on the b)sLs of these financlal statements. The extent to whith our w0￿dureS are capable of detectln9 Irregularitles, Includin9 fraud15 detalled telow: We Identlfy assess rlsks of materlal mlssta*ment of the flnanclal ststements, whelhu due ￿ fraud or error, and then desi9n and perform audll proc&ures responthe to those risks, includlng obtaining audit ewdence that is sufficlent and approprk4te to provlde a ba￿5 for our opinion, In IdenOfyTng and assesslng rlsks of materlal misstatement in respect of Irregularltie5, Inclltrding ftaud and non%ompliance wlth laws and regulations, we considered the following: -the natyre of the indLStry and sector, control environment and the cha￿t￿5 actSvf(les' -re5uIt5 of our enquIr￿S of management about their own Identlflcation and assessment of the risks of irregularlYe5,' -any matters we ￿￿en￿rIed ha￿n9 obtained and reviewed the charftable companvs documentatlon OT thelr policies and p￿edureS relating to: Identifyin9, evaluating and cOm￿y1n9 wlth law5 and regulations and whether they were aware of any 1nstsnC￿ OF non -compliance,' - detecung and re5pondiw to the risks of fraud and whether thy have knowledge of any actual, susp￿1 or alleged fraud. - the intemal contro15 established to mitigate risks of fraud ¢y non-coM￿lanCe wth laws and regulatlons. -the matters dlscu55ed among the audil engagement team regardbng how and where fraud might OCCUT in the flnandal statements and any potentsal indicators of fraud. -16- REPI)RT OF THE INDEPENDENT AUDrroRS TO THE MEMBERS OF RUILS A5 3 of the￿ prcc&Jures, we conshjered the OFVXtuntt*s and In￿￿Ve5 that rroy ey& wthin the organiqbc¥) fty fraud. In conwn(￿ vlth al are a19) requlred to perf(￿1 spedfic pl￿&￿ureSto to the managerr*rt We otrtaiied an uThJer*andlng d the legal aTrJ reg￿atOry frdmevKJrf( that the Charrtab￿ cunpany cFuates In. key law5 and reguklJ￿s we consldered In thts context IKI￿led the Chaiit'es Att 2011, LK Ccmpanles Act and tsx 1&JLSL4￿￿. tn addthn ￿ cmldered of cther kiw5 and reguladons that do not have a dlrect effect the flnaThJal ststenEnts coM￿lan￿ whlth may be fijndamentsl to the tharltsbk cNnpanVs abllty tD cyerate orto avold a matw(al penatr. A5 a re5￿t rf F*frymlng the aiw, we dld tdenufy any W mthrs relatoj to the Pkn￿al fraud ￿ Tr)rFcU￿1lan wlth law5 and reguLItth& r W￿0￿ureS to wnd to rlsks Identw Indud8J trÈ fel￿ng. . r￿Ing the fTh￿al ststemert dl¥k)9Jres and teslng to sUpp)￿r￿J d￿mertatiC￿ to assess 0)nyllaKe vllh I re￿ant laws and r&wLitkJns dexthed as haMrvJ a drtteffect the t}na￿l staten*nts; Jtthknj rf manago7Rnt c(%￿Ing actual and lftb3aIl￿ and dalms; rftymlng anatyth21 wocojures to bjenufy any UN￿al c¢ un&xpthl ￿la￿On￿p5 that may knthcJte rt*s d rnate￿al mISstata￿ due to fraud; reAewlThJ cl nweungs ol dwged wjth gornna￿e, revlth¥kng Intffnal 4n a¢SJres4ng the rl4( of fraud through management Ove￿Ide of ccrttrcls, tesUng the approprlateness of ￿Urnal entrfes aThJ other adjustments, asseslng %sthether the Judgernents made In makjng accountlng e*lmates are Indlcayve of a prtenthl blès and evaluafjng the frAthess rnyonate for any 4gnMcant transactlons that art unu9Jal or ￿JtsM1e the Thjmwl cowse ol bulnes% We algj Cfrnunkated rekvant Identffled law5 arYJ regulaucffis and fizud rtsks to all ew&Jemert team merrtytts and remaI￿d alertto ary Ir￿1(at￿n of fraud ty 1Km-CCthFllan￿ W￿1￿5 and regulathjnsthrotyjhwtthe aud￿. A fvrt￿r desthpl&)n crf reSI￿￿￿lItIeS for ts atsjlt of the fln)ndal slater￿nIS Ls b2ted on the Rnandal ReF*JYThJ CrywKI's web* at WV4w.frcA)rg.uk1aud￿n￿tsl1ths Th55 dexrfF•Jcfi fonns port rf our ReFat ofthe Independent ofour r•prt Thls rewt 15 made 93fdy to the CharItsb￿ company¥ member5, as a bcrt1y¢ In accordan￿ wth thapter 3 of Part 16 of the Companks Art 2006. 1)Jr audfc wor* has been undertaken &) that we mlght state to the charftable comp3nls members those matters we are requlred to stste trj them In an aud￿rg report and for no other purpose. To the fijI￿st extent Forntted by law, we do nc¢ attept u assume reSpm￿bIIty to anyo￿ othu than the cllirltsble ccmpany and the tharttrble ojnpanys mambers a5 a b*, fty our for thls rw¢ or forthe c*11￿C￿5 we have fcfmed. athan AS￿ {Swbr *iutory AJJOMr) for arKI behalf￿1&y[¥￿ Fowkr LLP Charter& AcLwntants 4th A￿￿T￿tion Ho 27-37 St Gewge¥ Road mblodc London SW19 4aJ io -17- RUILS sfATEMENT OF FINANCIAL ACTivrrIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2024 2024 Totsl fvnds 2023 Total funds Unrestricted fund Restrlrted funds Notes INCOME AND ENDOWMENTS FROM Charitsble actl¥ltles Independent ￿￿ng Getbng the Right Stsrt Connected with the Communbty Communty Voke 1,301.929 102,420 324,695 22,420 17,284 1,404,349 324,695 78.464 17,284 1,054.894 292,288 83,303 26,895 56,044 Other trading oth"￿tIeS Investment Inccffje 98,601 6,105 19,626 35 118,227 6.140 110,466 1,609 Totsl L,462.679 486,4BO 1,949,159 1,569,455 EXPENDITURE ON RaI￿ng funds 54,793 54,793 45.090 Charltsble actlvltl In￿pendent Living Gettlng the Right start Connected with the Comrnunfjty Community Volce 1,322,304 108,754 324,132 20,665 13,095 1,431,058 324,132 76,341 13,095 1,150,646 241,365 81,963 26,953 55,676 Total 1,432,773 466,646 1,899,419 1,546,017 NET INCOME 29,9thS 19,834 49,740 23,438 RECONCILIATION OF FUNDS Totsl funds brought forward 205,428 30,217 235,645 212,207 TOTAL FUNDS CARRIED FORWARD 235,334 50.051 285,385 235,645 The notss form pwt of Ihese financial 5tstements -18- AUILS BALANCE SHEEr 31 MARCH 2024 2024 2023 1ntrngl￿e assets 14 6.917 11,067 16 190.5rJ 345.815 105,788 458310 bank 536J8 AlTh￿nts falllThJ (Kte wltNn c￿e year 17 1257,920) (339.520) 278,468 224,578 285,385 235,645 285,385 235,645 19 Unrestrlded Rethcted fijnts 205,428 30,217 50.051 TryfAL PUNDS 285,385 235,64S These fln11K￿l have t>eon prepared In vthh the apF4lcabk to thartabk OJTV)*s to the small ccmpjnks reglm2. The ftnand31 Stateft￿ts wue akyoved ty the PKkird of TNstees and authc41sed for tssue ￿ 27 Sek*8nber 2024 and w•2 agned Its behalf ty.. B M Molw.TnJstee -1 RUILS CASH FLOW STATEMErir FOR THE YEAR ENDED 31 MARCH 2024 2024 2023 Notes Cash flows from operailng artl¥ltleJ Cash gener&ed fram operations 1118,635) 190,327 Net cash (used injlprovided by operating actlvlOes (118,6351 190,327 Cash flows from Investlng actfvltles Purchase of lntsng1￿e r￿ed assets Interest ￿e1Ve￿ (12,450) 1,609 6,140 Net cash provldej byl(used In) Invesdng actlvTrties 6,140 (10,841) Change In cash Jnd cash equlv•lonts In the reportlng period Cash and cash equivalents at the beginning of the reportlng perlod 1112,4951 179,486 458,310 278,824 Cash and cagh equlvJl¢nts at the end ol the reportlng period 345,815 458,310 The note5 form part of these finanoal statements -20- RUILS NOTES TO THE CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2024 RECONCILIATION OF NEf INCOME TO NET CASH FLOW FROM OPERATING ACTivmES 2024 2023 Net Income for the reportlng period (os per the Ststement of Financlal Activities) Adjustments for: Interest re￿1Ve￿ Amortisation Increase in debtors (De£rease)/lncrease in creditors 49,740 23,438 (6,140) 4,150 184,7851 181,600) (1,609) 1,383 (3,000) 170,115 Net cash (us•d In)Iprovlded by operatlons (118,635) 190,327 ANALYSIS OF CHANGES IN NEf FUNDS At 114123 Cash flow At 3113124 Netush Cash at bank 458,310 (112,495) 345,815 458,310 1112,495) 345,815 Totsl 458,310 1112,495) 345,815 MAJOR NON-CASH TRANSAcfioNS Donated facllltle• In accordance wrth the Charfties SORP FRS 102 the charity ha5 Included in Income the notlonal ￿t of £20,OCQ the provlsion of offke space at the Dlsablltty Artlon and Advke Centre in Teddingon. The valuallon of the nO￿Onal rent has e#lmated by rnarnage￿nt. The notlonal renl exFendlture charge is Included within support costs. The mte5 form part orthese financlal slatEY￿￿ -21- RUILS NOTES TO THE FINANCTAL STATEMENrs FOR THE YEAR ENDED 31 MARCH 2024 GENERAL INFORMATIOP4 The private charitab* company Is Incorporated and domiclled in England and Wales. The ad(fress of its wlstered OfFI￿ is The DisaLy"Ilty Actlon and Advice Centre, 4 Walde9rave Road, Teddington, Middlesex, TWII 8HT. The registered number of the company is 06682677. The registered number of the tha￿ty 5s 1127896. The financial information presented is for the year ended 31 March 2024 and 31 March 2023. The financial Information Ss presented in 5terfSng. ACCOUNTING POLICIES Basls of Pre￿rIng the fln•n¢ial statements The financial statements of the charitable companys whth Is a publlc benefit entity under FRS 102, have been p￿Pared n accordance with the Charities SORP {FRS 102) 'Actwnllng and Reporting by Charities.. Ststement of Recommended Prartice applicable to cha￿t￿5 preparin9 their accounts in accordance with the Financial Reporting Standard applicable In the UK and ReputAic of Ireland IFRS 102) (effective l January 2019),, Financlal Reports'ng Standard 102 The Financial Reportlng Standard applicable In the UK and Republic of IrelaThJ' and the Companles 2CQ6. The financial Statements have been prepared under the historical cost convention. PreparJtlon of the accounts on a golng concem baslg The financial statements have teen prepared on the asSUmp￿Dn that the charlty b able to contlnue as a golng conorn, which the trustees consider approprlate hawng regard to the current level of unrestrKted reserve5, the fbnancial posltlon, future plans and the expected level of Sncome and expendlture for 12 month5 from authorlslng these flnanclal statements.There are no materlal uncertaintles about the chartty's ablllty to contlnue as a goSng concern. Signillcant Judgements and eitlmatej The trustees conslder that there are no areas of judgement or estimation which materially affect the financlal statements, Income All income Is recognlsed In the Statement of Flnanclal ActSvlties once the charity has entSUement to the funds, It Ss probable that the Income wlll be recelved and the amount can be measured reliably. Income in respect of services provlded is r&ognlsed when, and lo the extent thati perfomiance occurs and is measured al the fair value of the considerailon recelvable. The main source of Income for the charity15 contracts for services and grants wlth the London Borough of Richmond upon Thames. Volunkry income is recelved by way of grants, dona￿onS and glfts and Is Included In fiJll in the Ststement of Financlal Activlties when receivable. Grants, where ￿tI￿ernent is not condltioftal on the delivery of a SFecific performante by the tharity, are recognisej when the charlty beccynes urncondilionally entitled to the 9ranl. Income from grants, where related to performance and specific delwerab1¢5, are accounted for as the charity eams the rlght to the consideration by its perftsrman￿. Grant income relating to a later perbod is therefore deferred to that ￿riOd and treated as deferred Income in the balance sheet. Income from other tradlw actiwtses represents the cornmunity fundra151ng aLti￿tIeS carried oul by the charity primarity to generate income whKh will be used to undertake its tharltable athwde5. Interest on fvnds held on deposSt Is included when receivable 4nd the amount can be measured rdiably by the chorlty,. this is normèlty urK>n notificauon of the interest paid or payable by the bank. Expenditure abilities are ￿ognISed a5 expendlture as soon as there is a legd or constructive obligation commltting the charity to that expenditure, It Is probable thal a transfer of econornic benefits will be requlred iri settlement and the amount of the obligatlon can be measured reliably. Expendlture 15 accounted for on an accruals bags and has been classified under headings that aggregate all cost related to the category. Where costs cannot be direLtly attributed to Pa￿cUlar headings they have been allocated to activitles on a basls consistent with Ihe use Of r￿OUrCeS. Ralsing funds Costs of raising funds comprise the costs assooated with attracung voluntary income aud the costs of trading for fundraising purposes. -22- RUILS NOTES TO THE FINANCIAL STATEMEPItS - continued FOR THE YEAR ENDED 31 MARCH 2024 ACCOUNTIMG POLICIES- conllnued ChJrltsble actlvlties Cha￿table expenditure comprises those costs inturred by the chailty in the dellvery of its attivities and services for its beneficiaries. It includes both costs that can be allocated dire￿ to such acbvibes and those cgsts of an indirect nature ne￿$5)ry to suppxjrt them, Governance costs Governance costs include those incurred In the governance of the charity and include the prcéuction of the Statutory accounts and the audtt of the charlty. Allocation and apportionment of costs Support costs include all those overhead costs of offi￿, utility serVI￿S and other services and costs, whlch are In sUPPOrt of the aLt'vity. They have been all￿ated to actlvtty cost categories on a consistent wlth the use of resources. Intanglble flxed assets Intangl￿e fixed assets acquired separatdy are inltially recognisoj at cost. Performance Management System IT software . strèight line over 3 years. Tangible flxed ameti Depreciatlon Is p￿ded at the followlng rates In order to wrtte off each asset over Its e5tSmaled useful Ilfe., OffKe furnitu￿ and equlpment over the value of £2,SOO- 330h on a 5tralght Ilne basis. Tanglble fixed assets acquired thrwgh capltsl grants over £2,500 are Included in flx&l assets and depreck*lcfi Is charged to the appropylate fund over the useful life of the a55et. Cash at Bank Cash at bank Includes cash and short.term hlghly investments with a short maturlty of three months or less from the dale of acquisition or opening of the dep051t or slmilar account. Debtors Trade and other debtors are re(￿niSè￿ at the s&demenl amount due. Prepayments are recognlsed at the Involced cost prepaid. In relation to trade debtors, a provision for impabrment is made when there Is objective evidence that the charity will not be able to collect all the amounts due under the origlnal terms of the involce, Credltor• Creditors are recognised when the charity has a present obligatlon resulting from a past event that w111 probably result In the transfer of funds to a thlrd party and the amount due to settle the obllgalion can be mea9Jred or esumated relSably, Creditots are normally recognised at the sett￿fflent amount. Taxatlon The charlty is exempt from corporation tax on its charltable activltles. Fund accountlng Unrestricted funds can be used In accordance with the charltsble objectives at the dKscretion of the trustees. RestriLted funds can onty be us&J for parkncukir restricted purp05e5 within the objects of the charlty. Restrictions ar15e when speofied by the donor or when funds are raised for partKular restricted purposes.Further explanati￿ ol the natu￿ and purpose of each fund Is included in the notes to the financial staternents. Donated facilltleg In accordance with the Charitie5 SORP FRS 102 the charity has included In Income the notional rent for the provision of office space at the Disability Action and Adv[￿ Centre. The notional rent 15 considered a gift in kind from the London Borough of Richmond upon Thames. Penslon costs The charitable company orÉrates a defined contribution penslon scheme. Contributions are induded in the #atement of finanaal athvlties in the year they are incurred. -23- RUILS NOTES TO THE FINANCIAL STATEMENTS - contlnued FOR THE YEAR ENDED 31 MARCH 2024 ACCOUNTING POLICIES- continued Pen51on costs Voluntary help A certain amount of tsme is expended on the charltatAe companvs activities wh￿h is donated free of charge. In accordance with Chaiitie5 SORP (FRS 102), volunteer time is not recognised. DetsSls of vc4unteer support and seNces are provided In the trustees, annual report and the r)ote5 to the accounts. OTHER TRADING AcnvmES 2024 2023 Community Fundralsing 118,227 110.466 ZNVESTNENf INCOME 2024 2023 Deposit account Interest 6,140 1,609 -24- RUILS NOTES TO THE FINANCIAL sfATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2024 INCOME FROM CHARrrABLE AcfIviTIES Included in charitsble activlty income is the following irKome: 2024 2023 Unrestricted contract inciThe Richrnond GP Allance- Soual Presuibing Servi Lond￿ Borough of Richmond Ury)n Thames - Direct Payments Serwce Age UK Richmond Community Independent Living Service- ICILSI Action on Disability - Independent Living SeNce NHS South West ICB London Borough of Rlchrrond Upon Thames- Homes for Ukraine Connect to Tech NHS - PAC Project 604,977 309,105 56,043 1,260 99,045 9,900 28,622 168,292 580,657 181,207 52,805 20,268 62,672 19,138 38,262 37,780 Totsl contrart Income 1.277,244 992,789 Unre•trlcted grnnt Income 71,705 47,122 R••trlcted grant Income Hampton Fund Trust for London Clty Brldge Trust- Br￿ht Futures Chlldren In Need Department for Education Nab'onal Lottery Rlchmond Parish Lands S￿lIs for Care Janus Henderson Foundatbn Hounslow Thrivlng Comrnunltles Heathrow Community Trust Welfare Grants (Rlchmond Charltle5) Charldes Trust Propel London Borough of Rlchmond UpLM Tharne5- Acuve at Home Mayor's Fund London Borough of Richmond Upon Thames - Welfare Grant Achievlng for Children Prevlous year adJu5tment- refund underspend for skllls for care grant 65,000 55,540 46,870 31,334 17,235 48,063 39,710 13,000 5,000 9,172 59,633 46,000 48,588 31,220 19,409 43,790 29,041 12,868 22,352 4,509 633 5,897 8,571 15,n3 12,511 13,000 4,792 2,045 50 {2,5841 376,471 332,511 Total grant Income 428,176 379,633 Client Contrlbutions (all restrittedl Sales of servi￿ {£I,000 restrited) other Income1£2,067 restrkted) 87,279 9,163 2,930 73,783 7,239 3,936 Totsl Income from th•rit4ble actlvlti¢s 1,824,792 1,457,380 -25- RUILS NOTES TO THE FINANCIAL STATEMENTS- contlnued FOR THE YEAR ENDED 31 MARCH 2024 RAISING FUNDS Ralslng donations and legacles 2024 2023 Stsff costs Project Costs Support costs Governan￿ costs Fundraising expenses Voluntser costs 2B,220 942 1,192 462 23.967 io 21.320 736 1,066 717 21,171 54,793 45,090 CHARITABLE ACTMTIES COSTS Direct Costs (see note 8) Supp)rt costs (see note 9) Totals Independent L￿Ing Gettlng the Right start Connected wlth the Communlty Communlty Voice 1,281,636 301,828 70,031 10,287 149,422 22,304 6,310 2,608 1,43L,058 324,132 76,341 13,095 1,663,782 180,844 1.844,626 DZREcf COSTS OF CHARrrABLE ACTIVITIES 2024 2023 staff costs Volunteer costs Projert costs 1,553,693 3,291 106,798 1,247,730 660 13L.946 1,663,782 1,380,336 SUPPORT cosrs Offi Overheads Governance cost5 Tota15 Independent li￿n9 Getting the Right Start Connected with the Community Cornmunity Volce 142.105 20,988 5,794 2,658 7,317 1,316 516 150 149,422 22,304 6,310 171,545 9,299 180,844 .26- RUILS NOTES TO THE FINANCIAL STATEMEKfs - continued FOR THE YEAR ENDED 31 MARCH 2024 SUPPORT COSTS- continued Govemance Co#s 2024 2023 AudStors' Remunerats"on - audit Auditors, Remunerab"on - non audlt Trustee costs and board meeting expenses Planning and Development Bank charges 4.300 1,160 2,496 475 1,327 4,000 900 103 H9 9,758 5,452 io, NET INCOME1(ExPEND￿uRE) Net IncomellexFendthre) Ss staled after charglngl(uedlbn9): 2024 2023 Computer so￿are amortlsatlon 4,150 1,363 ii. TRUSTEES, REMUNERATION AND BENEFITS There were no trustees, remuneratiors or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023. Trustees. expen There were no trustees, expenses pald for the ended 31 March 2024 nor for the year ended 31 March 2023. STAFF COSTS 12. 2024 2023 Wages and 5alarles Social security Pension costs Other staff costs 1,290,875 107,748 35,977 39,910 1,053.342 87,762 27,813 23,528 1,474,510 1,192,HS The average monthly number of employees dudng the year was as follows: 2024 2023 Senior Management Teèm Charitable Acts'vities 49 42 53 The number of empbyees whose employee benefits (excludlng employer pension costs) exceeded £60,000 was: 2024 2023 £60.001- £70,000 -27- RUILS NOTES TO THE FINANCIAL sfATEMENTS - contlnued FOR THE YEAR ENDED 31 MARCH 2024 12. STAFF COSTS- ￿ntInued The key managemwt personnel is considered to be the chief exec(ttsve off￿er, the adult tsam manager, the 500al prescribing manager and the chlldren s team manager. Key rnanagement compensation for the year was £165,217 (2023 E150,705). 13. COMPARATIVES FOR THE sfATEMENT OF FINANCIAL ACTIVMES Unrestricted fund Restrirted funds Total funds INCOME AND ENDOWMENTS FROM Charitsble artlvltles Independent Liwng Getting the Rlght stsrt Connected with the Communty Communlty Voice 950,221 121 53,850 7,486 104,673 292,167 29,453 19,409 1,054,894 292,288 83,303 26,895 cther tradlng aCti￿tIeS Investment income 85,291 1,586 25,175 23 110,466 1,609 Tot•1 1,098,555 470,900 1,569,455 EXPENDITURE ON Raising funds 45,090 45,090 Chafltable actlvltles Indepentlent Living Gettlng the Rlght start Connected wlth the Communty Community Voke 973,801 121 55,664 8,207 176,845 241,244 26,299 IB,746 1,150,646 241,365 81,963 26.953 Totrl 1,062,8B3 463,134 1,546,017 NET INCOME 15,672 7.766 23,438 RECONCILIATION OF FLINDS Total funds brought forward 189,756 22,451 212,207 TOTAL FUNDS CARRIED FORWARD 205,428 30,217 235,645 -28- RUILS NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024 14, INTANGIBLE FIXED ASSErs Computer sofmare COST At l April 2023 and 31 March 2024 12,450 AMORTISATION At l April 2023 Charge for year 1,383 4,150 At 31 March 2024 5,533 NET BOOK VALUE At 31 March 2024 6,917 At 31 Marth 2023 11,067 TA14GIBLE FIXED ASSETS Flxtures and flttlngs COST At l Aprll 2023 and 31 March 2024 13,302 DEPRECIATION At l April 2023 and 3L March 2024 13,302 NET BOOK VALUE At 31 March 2024 At 31 March 2023 16. DEBTORS: AMOUNTS FALUNG DUE WITHIN ONE YEAR 2024 2023 Trade debtors other debtors Accrued Income Prepayments 161,915 1,412 8,888 IB,358 77,052 3,513 18,545 6,678 190,573 105.788 -29- RUILS NOTES TO THE FINANCIAL STATEMENTS- contlnued FOR THE YEAR ENDED 31 MARCH 2024 17. CREDrroRS: AMOUNTS FALLING DUE WrnIIN ONE YEAR 2024 2023 Trade credIt￿5 Social secur(ty and other tsxes VAT Other creditors Deferred Income Accrued expenses 20,331 23,839 8,067 10,869 157,563 37,231 13,872 18,411 4,243 9,328 250,356 43,310 257,920 339,520 Deferred income 2024 2023 Bolance at l Aprll 2023 Arnounts released to incomlng resources Amounts deferred in year 250,356 (250,356) 157,563 113,4L6 {113,416) 250,356 Balance at 31 March 2024 157,563 250,356 Deferred income comprises grants and contiacts In whlch the grontor or contrart Provider has specifted that the funts provided are to be used in future accountin9 p￿10d5. Re5trtted deferred incorne totalled £llO,81112023 £119,0981- ANALYSIS OF NET ASSETS BETWEEN FUNDS 18. 2C24 Total funds 2023 Total funds Unrestrlcted fund Restrlcted runds Fixed assets Current assets Current IlabS1itles 6,917 486,337 (257,920) 6,917 536,388 (257,920} 11,067 564,098 1339,520) 50,051 235,334 50,051 285,385 23S,645 Comparadves for net assets betr￿en funds- 31 March 2023 Unrestrlctsd fund5 Reslrirted fund5 2023 Total funds Fixed assets Current assets Current liabillles 11,067 414,783 (220,422) 11,067 564,098 1339,520) 149,315 (119,098) 205,428 30,217 235,645 -30- RUILS NOTES TO THE FINANCIAL sfATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2024 19. MOVEMENT IN FUNDS Net movement n funds At 3113124 At 114123 Unrestrlcted funds General fund 205,428 29,906 235,334 Rutricted funds Family Matters Rlchmond Family Matters Hounslow Pathways Parent Carer Forum SEND Adv5 Covid Resp)nse Welfare Grants Bright Futures {Clty Brldge Trust) PA Tralnlng Attlve From Home South Western Railways- Bridging the GAP Child￿n seNces (Rlchmond Mayor Fund) Catalyst Chamber Trust Richmond Charltle4 (41 (2,3941 7,484 154 2,895 1,174 2,394 7,484 8,334 15,645 1,8n 8,180 12,750 698 {21 58 (2,880) 1,057 687 3,084 3,116 1,019 13,000 745 204 4,173 1,019 8,849 66 1,324 336 14,151) 66 1,324 336 30,217 19,834 50,051 TOTAL FUNDS 235,645 49,740 2B5,385 Net movement in funds, induded In the above are as follows., Incomlng resources Resources expended Movement In funds unre￿Icted lunds Ge￿ra1 fund 1,462,679 (1.432,773) 29,906 Re6trlrted funds Family Matters Richmond Famlly Matters Hounslow Pathways Parent Carer Forum SEND Advice Cowd Response Welfare Grants Get Active Bright Futures (Oty Eiidge Trusti PA Training FrSendBee IHFI Active From Home Children Services 1￿chmOnd Nayor Fund) Catalyst Chamber Trust Gr0￿ry Gird Richmond Charities 57,319 44,858 68,052 17,285 47,823 4.421 (57,3151 142,4641 168,0521 (9,1051 135,073) 13,723) (21 12,0451 (45,442) (13,297) (138,888) (16,9431 18,9431 (5,934) (1,664) (2,187) (15,569) 2,394 8,180 L2,750 698 12) 2,045 45,500 10,417 138,888 18,000 4,792 6,000 2,988 2,187 15,905 58 (2,880) 1,057 {4,151) 66 1,324 336 486,480 (466,646) 19,834 TOTAL FUNDS L,949,IS9 (1,899,419) 49,740 .31- RUILS NOTES TO THE FINANCIAL STATEMENfs- continued FOR THE YEAR ENDED 31 MARCH 2024 19. MOVEMENT IN FUNDS- continued Comparatlves for movement In funds Net movement in funds Transfers between funds At 3113123 At 114122 Vnrestrlcted funds General fund 189,756 15,6?2 205,428 Restrlrted fund¥ Family Matters Richmond Family Matter5 Hounlow Pathways Parent Carer Forum Slttlng ancl Befrlending Kingston SEND Advlce Cowd Response welfa￿ Grants Brlght Futures {City erfdge Trust) PAC Project INHS) PA Tralning FriendBee (HF) ve From Home South Western Railways - Bridging the GAP Children services (Rlchmond Mayor Fund) 2,918 (2,394) 10,302 1509) 2.954 5,008 1,136 (2.922) 14) 12,394) 7,484 154 (2,8181 663 (2,954) 12,1131 38 2,895 L.174 1,341 222 454 {654) {2221 2,630 (2,954) 3,116 687 3,084 2,954 3,116 1,019 13,000 1,019 13,000 22,451 7,766 30,217 TOTAL FUNDS 212,207 23,438 235,fA5 nparative nei movement In funds, Included In the aLThe are as follows.. Incoming resources Resources expended Movement in funds Unrestrtcted funds General fund 1,098,555 {1,082,8B3) 15,672 Restricted funds Fami5y Matters Rlchmond Family Matters Houn51ow Pathways pa￿rnt Carer Forum SEND Advl Cowd Resrxinse Welfare Grants Bright Futures {City Brsdge Tnjstl PAC Project INHS) PA Tralning FriemdBee IHF) Active From Home Chiklren serwces (Rlchmond Mayor Fund) 48,532 40,039 46,000 19,409 38,509 7,101 14,586 44,400 37,780 12,868 126,324 22,352 13,000 151,454) (40,039) (48,818) {18,7461 140,6221 17,063) 114,5841 {45,OS4) {38,0021 110,238) (129,278) (19,236) 12,922) (2,818) 663 (2,113) 38 1654) 1222) 2,630 (2.9541 3,116 13,000 470.900 (463,134) 7,766 TOTAL FUNDS 1,569,455 {1,546,0171 23.438 -32- RUILS NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024 19. MOVEMENT IN FUNDS- continued Funded by City Brldge Trust, 8right Futures, SEND Transitions 9JPFOrts rk3rents and their young people to navlgate the changes Lo their educab"on, social and health care as they move from chIld￿n to adults, servlces. The restricted funding of £45,500 covers salaries and a￿oCIated costs, workshop dellvery and the clevdopment of an online resource. This year a further £1,370 was awarded to us by CBT and was allocated to Children Servtces core cost for FriendBee Befriending savice. SEND (Special Educalional Need5 and Dlsabililies) Advlce - Specialisl adwce and advocacy semces supporting families lo get the right support lor their children and young people at hume, at school arx1 in the community. DurSng the year this Service received a restricted community grant of £30,000 from the Hampton Fund and £8,508 from Richrnond Parish Lands towards the salary and asqoaated co*s of the SEND Advisor5. Family Matters Rlchmond - a supwrt seNice for familles with thiltlren and young people with SEND. DL5rlng the year this service re￿iVed a restrlcted grant from Richmond Parish Lands of £15,232 and ￿e1Ve￿ a restricted community grant of £28,300 frum the Hampton Fund iowards the salary and associated costs of ￿ part-llme parent support worker and dmin support. Famlly M•tters Hounglow- a suppJrt service for fèmilles with children hnd young people with SEND. A reslritted grant from Chlldren In Need for core costs of £31,334 and £4,509 from Hounslow Thriwng Communities was allocated to fund the salary and associated cost5 of a full-tlme famlly ￿pport worker, workshop dellvery and admin suppjrt. PJreht carer Fovum - durbng the year thls serv1￿ recdved a restricted grant of É17,285 frorn the Department of Education to facllitate the runnlng of the forum. FrfendBe¢ (SEND Befrfendlng) - a speclallst befriendlng setvKe for children and young people wth SEND enabling them to get out into the communlty and partKipate In activities and devebp sodal skllls. Duiln9 the year this Servi￿ a restrlcted grant from Clty Bridge Trust, £1,370 and £48,063 from the Blg LOtt￿Y Fund. Pathway - Information, adv5￿ and advocacy to dlsabled people and people wth mental health condlllons ￿0 are 5tru9gling wlth hou4ng, benefits or social care Issue5. Durlng the year thls setv5ce re£elved a restricted fund of £48,400 from Trust for London and £33,079 from Propel. Skllls for care awarded us ElQ,416 to de11ver Personal Assistant {PA) & Employer Training wbth our partners Action on Dlsability (AOD) and Disability ActK)n Haringey {DAHI on Zoom and In person. Funding covered the c05t of specialist trainers, venues, PA expenses and adminlstration costs. The Janu• Henderson Charlty Challenge awarded É5,000 to fund the admlnlstratlon of our txfrSendlng projert supportlng Isolated residents to re-engage wlth thelr communlty. A restritted grant of £15,733 wa5 awarded by Richmond Charities and £6,000 from R￿hM0nd Parlsh Lands ￿ be dlstributed to vulnerable resldents in need. 20. EMPLOYEE BENEFrr OBLIGATIONS The charlty operates a defined Contributi￿ pension scheme. penS￿n contr11￿￿on5 totalllrvJ £10,889 (2Q23 £9,328) were payable to the fund at the balance sheet date and are included In credf(ors. -3> RUILS NOTES TO THE FINANCIAL sfATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024 21. RELATED PARTY DISCLOSURES Thwe were no related party transactions for the year ended 31 March 2024. 22. COMPANY LIMrrED BY GUARANTEE The charity15 limlied by guarantee and has no share cap(tal. The liability of each membw Is determined by the Articles of the charity and shall rH)t exceed £1.