C.L. INITIATIVES LTD
(A COMPANY LIMITED BY GUARANTEE)
INCORPORATED 15TH FEBRUARY 2011
TH
CHARITABLE REGISTRATION 5 APRIL 2011
Company registratlon no. 7530680 IEngland and Wales)
Charity Reglstratlon no 1141176
ANNUAL FINANCIAL STATEMENTS
(UNAUDITED ACCOUNTS)
FOR THE YEAR ENDED 315T MARCH 2024

Cornpany reglstratlon no. 7530680 (En8land and Wales)
Charlty Registration no 1141176
C.L. INITIATIVES LTD
(A COMPANY LIMITED BY GUARANTEE)
CONTENTS
Pages
Cornpany directors and parties
314
Trustees, report
Statement of Financial artivltles
io
BalaTh￿ Sheet
li

Company regi5tratlon no. 7530680 (England and Wales)
Charlty Registratlon no 1141176
C.L. INITIATIVES LTD
(A COMPANY LIMITED BY GUARANTEE)
Company Directors and Charity Trustees:
Jo Adshead - Chalr
David Naden
Susan Pemberton
Jo Clare
Duncan Mltthel
Sean Kelly
Charlty number:
Company number:
1141176
7530680
Registered offlce:
Clo Link-Ablllty Conway House
Ackhuist Business Park
Foxhole Road
PR7 INY
Independenl Accountsnt
Revllo Solutions Ltd
261, The Green
Eccleston
PR7 5TF
Bankers:
HSBC,
26, Market St,
CHORLEY.
LANCASHIRE
PR7 2RX
Insurance Brokers:
Ansvar Insurance
Ansvar House
St Leonards Road
Eastbourne
East Sussex BN213UR

Company reglstratlon no. 7530680 (England and Wales)
Charity Registratlon no 1141176
Insurance Company
Ansvar Insurance combined liability
Names of the charlty trustees who manage the charlty and who served durlng the year
Tiustee name
Office (if
any)
Dates acted If
not for whole
year
Name of person lor body)
entitled to appoint trustee
(if any)
Board Directors
Jo Adshead
Chair
David Naden
Susan Pemberton
Sean Kelly
Duncan Mltchel
Jo Clare
Structure, governance and management
C. L. Initiative5 Ltd is constituted as a Company Llmlted by Guarantee so that the Board Directors are also the
Charitrf5 trustees. The governing document is the Memorandum and Articles of Association.
Appointed by the Board Directors to secure a Board equipped to mana8e the charity. Directors are chosen for
essential skills are financial, management. learning disabilities social care sector and journalistic experience. In
the absence of desirable ski115 of IT. marketing and communications skills and experience, and fund-raising, the
Board have invited to meetings relevant professionals and networked to bring those ski115 to governance
declsions and have sought volunteer expert SUPPOrt.
The structure of the organisation delegates the day-to-day management to the current Chalr.
The Board manages the business through its board meetings and an annual meeting to agree its annual business
plan and review its risk management. The chair and editor communicate regularly by phone and email with a
more prolonged meeting additionally a couple of times a year.
Relationships wlth related partles:
The main relationships are with the Community Living magazine editorial board members and sponsor5 of the
magazine and charity. All of them are charitable organisations working In the field of learning disabilities, with
good reputations for their service dellvery and contributions to the sector. and strong values base in their

Company registration no. 7530680 (England and Wales)
Charlty Re8iStratlon no 1141176
practice in line with the Charit￿5. They contribute to the charitythrough thelr partnership activity, contributions
to the editorial board and the magazine. Integrate (Preston and Chorleyl Itd, Link-Abi1Sty, LDN London, Thera
Trust. LLDC, Choice Support, The Elfida Society, Avenues, Beyond Limits, Certitude London, United Response
Aurora Nexus and Imagine Act and Succeed are the sponsors of the magazine.
There is a wider network of more informal relationshlps with organisations and local groups which support the
delivery of the charitable objects.
Trustees, conslderation of major risk5 and the system and procedures to manage them.
The main risks are managed by the high level of knowledge, expertise, and connertivity wlth the learnin8
disabilities sector amongst the Board members of the learning disabilities field and the magazine's editorial
board, ensuring any possible editorial risks are managed. A qualrfied journalistleditor works with the
commissioning editor also a qualified, professional and award winning journalist. This has proved extremely
Successful ensuring competence in managing any potential risks, backed by the expert edltorial board.
The Board recognized the need to professlonalise roles within the organisation and as such have funded a
business adminlstrator and accountant.
The financial risks of the organisation are closely monitored and have some back-up from private donatlons and
the chairfs administration of the activity as a volunteer. Cash flow is managed by the pre-payments in
subscriptions and sponsors, contributions. The charity has insurance to cover any potential liability from
employed orvolunteer staff.
C. L. Initiatives trustee dirertors believe they have taken all reasonable Steps to identify and manage any risks
associated with the Charit¢s activities, any beneficiaries, and its work products and reputation.
Prlncipal buslness actlvltles:
To promote the equality of citizenship and the inclusion of people with learnlng disabilitles in every aspect
of society through raising awareness and knowledge of current issues, research. and good practi￿, and to
promote their inclusion and contrlbutions for the public benefit through the following actlvitie5:
Publishing a magazlne and dissemlnating it to the social care Sector, service users, families and carers,
educational and employment establishrnents. and any other interested people in the wider
community, including through the website and social media.
Developin8 such a magazine or other by-products which encourages all contrfbutlons, provides
articles commissioned on the topics of the day, challenges those issues which hamper people from
achieving their aspirations, publicises radical ideas being put into practice and encourages people to
work together to produce their own solutions.
Stimulatlng and enabling research. seminars, training events and networking events and
disseminating information and learnlng
Seeking to promote the inclusion of the vol￿5 of service users and others involved including through
sponsorship, training events and support
Sumrnary of the main actlvities undertaken for the public benefit In relation to these objects
Publishing the Community Living magazine quarterly, containing good practice examples, current policy
comment and updates, useful books and resources, and good updated information on welfare rights and
community care law.
bl
dl

Company reglstratlon no. 7530680 (England and Wales)
Charlty Registratlon no 1141176
Disseminating additional brief information and news through an electronically distributed free to view articles
and through Facebook and Twitter, and on the webslte; we also respond to subscribers. enquiries as a source
of information and advice and to such on social media.
The website continues to offer subscribers a digital magazine edition and access to past articles. We have the
potential to extend the coverage through additional article5 and adverts. It also continues to assist the
administrative burden through an initial automatic prompt for renewal and the facility to pay using credit cards.
This also continues to add the connertivity of Twitter feed and Facebook.
Networking and encouraging constituents to share practice and raise issues to share more wldely- both wtth
face-to-face vi51ts and through email and phone contarts- which has resulted in the development of connections
with several family carers and social media links to closed networks.
Investigative writing to research and inform including interviews.
Members of the editorial and trustees board include links spetiflcally to local self-advocacy groups and family
members with learnin8 disabilities
Publlc Benefit Statement
The trustee5 believe that the artivities listed above satisfy the requirement of the Charity to show that it meets
public benef it requirements in accordance with sertion 4 of the Charities Act 2006
Contrlbutlons rnade by volunteers and others
The charity depends on the major voluntary contributlons of the trustees in assisting its operations.
Sponsors contribute their knowledge and expertise to the editorial board and in wider contributions, as well as
the financial support to the magazine supporting Joint charitable objectives, and their engagement with and
support of the magazine and the other actlvitles. Some private sponsorship asslsts also, which includes direct
donations. Thls support means that income raised can be wholly put to the pursuit of its objects and towards
subsidizin8 Costs for service users and carers to try to maximize the number who benef it.
Summary of the maln achlevements of the charlty durlng the year
al The magazine has published quarterly across the yearwlth some continued in its spon50r5hip base and active
marketing. Trustee and editorial board member Jo Clare has a8ain generously given time and resource
towards successfully securing new sponsors for the magazine. Thi5 has enabled the completion of the
planned strategic move towards an all sponsorship model for the magazine.
bl The charity continues to make connections with carers through social media.
cl A previous decision to provide more f ree to view articles has proved not to be detrimental to sponsorship
numbers. It has been m05t pleasing to note the encouraging trend towards much hi8her levels of interest in
articles published online. This has continued to improve over the year.
dl Several visit5 to projects continue to lead to articles directly informed by seNice users and more reflective
of their voices and the continued involvement of a woman with learnin8 disabilitles as one of the regular
column contributors as well as the reEular cartoon contribution from a man with learning disabilities.
e} The Facebook page and Twitter accounts have continued to develop an increased readership and promote
the values and concerns of the charity which widens the awareness of the charity's work.

Company reglstratlon no. 7530680 {England and Wales)
Charity Re8iStratlon no 1141176
Financial review
The budget is set wlth the Board and financial performance is monitored to this plan at Board meetings and is
managed by the chair operationally supported by one of the Directors. Two Directors who live in the North-
West are signatories for the bank accounts and it was agreed that the chair wlll manage the day-to-day
operations uslng internet banking which Is reported to the Board meetings.
It has been well recognized by the Board that the profe55ionalisation of the magazine is required in order to
secure its growth into the future. Agreement was made in the yearfor business administration and accountancy
to become paid roles.
This year the gap in funding on the magazine production and receipts was managed by the absence of printing
costs as well as malntaining the majority of existing learning disability charity sponsors and securing new ones
along with careful expenditure management within the budget.
Details of any funds materlally In deflclt
The Directors feel that although conditions remain difficult, the financial plan going forward remalns viable.
Currently the magazine activities cost more than the sponsorship income. The Directors plans to increase
sponsorship have proved largely successful which will in turn has reduced the need to time consuming and le5S.
lucrative individual subscriptions while having and the aspiration to make the magazine completely free will
enable the work of the charity as a 'campaign' to continue.
The overall out-turn for this year was thus a deficit of £9037. This is a slightty dlsappointing result. It is evident
that we rely on voluntary support from directors and the charities who support the Charity. We seek to ensure
that moving forwards under the continuance of the new model of sponsorship the publication becomes viable
and sustainable and that current unpaid roles are fulfilled by professionals who are skilled in the areas the
charity most needs.
The ¢harftVs policy on reserves
The charity does not have any significant reserves but manages its cash flow and overall buslness activity to
manage its requirements. Any significant surplus or donated funds would be used to develop the reach of the
charity through marketing activities. A small reserve of around 3 months, turnover would help the charity to
direct more efforts on Investment and development and increased magazine income would enable a wider
commissioning of articles,
Looklng forward
The charity ￿ntend5 to continue to develop its reach and networks to develop the readership of the
magazine/publication in all its forms and its longer-term viability,. to extend the coverage withln the magazine
to include more on the wider UK practice; to develop our Service user engagement through Its members: to
develop more fund-ralslng through sponsorship. The move towards a sponsorship model and
professionalization of the roles currently provided by volunteers is well Unde￿aY and it is hoped that this 15
further developed durlng the coming year.
Much continues to be down to an enthusiastic committed Board and the significant voluntary contributions
made by the Dirertors in support of the objects and activities.

Company reglstration no. 7530680 (England and Wales)
Charity Registration no 1141176
Declaralion:
The Trustee Dlrectors declare that they have approved the Trustee report above
Slgned on behalf of the charlt*s trustees:
Signature:
Name:
fos &etr4 1 KIÉ Atsj fvj L AoSt4 ÉhD
Posltlon:
Date: li I i*iioZ*
CHAIAOG rRusr££s
P￿￿LIsH￿L
C.L.INITIATIVES LTD
{A COMPANY LIMITED BY GUARANTEE)
UNAUDITED ACCOUNTS
STATEMENT OF FINANCIAL AcfiviTIES
sr
FOR THE YEAR ENDING 31 MARCH2024
2023124
2022123
Incomln resources from enerated funds
Income from charitable activities
Donations
Bank interest
27,636
14
27,650
77.247
77,250
Resources Ex
ended in charitable actlvlties
Magazine production and dissemination
Direct Seminar costs
Governance costs
Depreciation
Total Resources expended
Net resources and fund balances as at 3113124
36,687
37,106
36,687
19,0371
37,106
40,144

Company registratlon no. 7530680 (England and Wales)
Charlty Registration no 1141176
SUMMARYINCOMEAND EXPENDITUREACCOUNT
FOR THE YEAR ENDED 31STMARCH
Income
Total expenditure from income funds
Net1055 for the year
27,650
36,687
19,0371
77,250
37,106
40,144
STATEMENT OF GAINS AND LOSSES
Net income for the year
19,0371
40.144
BALANCE SHEET- AS AT 31ST MARCH 2024
2023124
2022123
Flxed A55ets
Tangible assets
Investments
Total
Current Assets
Debtors and prepayments
Cash at bank and in hand
Total Current Assets
43,221
43.221
52,219
52.219
Credltors
1,048
l.fX19
Net Current Assets
42,173
51,210
funded by:
Reserves
surplus/lDeficitl
51,210
19,037}
42.173
11.066
40.144
51.210
See note 12 for informatlon on a Ilablllty not speclfied as of no materlallty.
Audit Exemption Statement

Company registratlon no. 7530680 (England and Wales)
Charity Registratlon no 1141176
For the yeor endlng 31.3.2024 the compony wa5 entitled to exemptionlrom oudlt under sectson 477of the
Companles Art 2006 relating to smoll companies.
Directors, responsibilities."
the members have not required the company to obtain an audlt of Its accounts for the year in
question in accordance with section 476,
the directors ad(nowledge thelr responslbllltles for complying wlth the requirements of the Art wilh
respert to accounting records and the preparation of accounts
these accounts have been prepared In accordance wlth the provlslon5 applicable to companles
subject to the small cornpanies, reglme.
oFrAUST£
DPu6LisHÉ
(Director) Le￿1 14NJ £ H&A C>
Slgned
J)JJa
Date:
11111120&*
io