Charity rn9lstrntion nwnb•r It48198 (England and Wal•sl Comp•ny rnglstratlon wmb•r 07987166 ADVOCACY MArrERS LTD ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025
ADVOCACY MAThERS LTD LEGAL AND ADMINISTRATIVE INFORMATION Trust• Mrs J A Ste¢les- Ch8ir Mr R Punton Mr R Ne1herway Mr Gor(knn Law Mr L Campbell Mrs Thwanjk Biriro IAppoint•d 9 May 2024) Ch•rfty numb•r IEngl•nd •nd Wal•l 1148198 Company numb•r 07987156 R•glst•r•d offlc• 198 Bolthere Rood Sutton Coldfield W•$1 Midlands 873 SUE dpptrnd•nl oxamln•r Jerroms Lumaneri House BI• Gate Blythe Valley Pal Solihul Wèst Midlands 890 8AH
ADVOCACY mAERs LTD CONTENTS ge Tru#5, roport Statem*)t of Trusl•es' respoMlblHlies 10 Independent exarninerfs report 11 slatwnI of araivili6$ 12 Bai8nc¢ sheet 13 Stalement of cash tkws 14 Not•$ to Ihg fin£1 stalernents 15-23
ADVOCACY MArrERS LTD TRUSTEES. REPORT (INCLUDING DIRECTORS, REPORT) FOR THE YEAR ENDED 31 MARCH 2025 Th• Truslees psert their Ul1 port and financaal stateMts for the year ended 31 March 2025. The fin•nual slalemenis ha been prepard in arthance with the 4c¢wnting poli¢ies set oul note 1 to the fin8neJal statÈmÈnts and compty wtlh thè Charity's govemirwJ do1Ment. the Companies Acl 28, FRS 102 7he Finanaal Reporttng Standard applicablo in tt)• UK and Republic of Ireland" and th¢ Charities SOAP "knounting and Reporttng by Chanties.. Statement of Recommended Practice appliCae to tharilies preparing thelr ac3X¢unts atrdance with the Fin•xial R•portlng Standard apF4icoW¢ in the UK and Rfjpublk of Ireland IFRS IWII". Oble¢ttv¢s •nd •clSvld•$ Th• 0"tS of charity as sfjt out in it$Artides of Asso¢yalh?n are.. 1. To pivmole the reFef ol the rknysi¢8I and mgntal sl¢kness of persons in ne•d by reason of addidon. bew¥emerst or1055. and lo promote soci81 indusion the public bentsfit by pr•ventsng people from becomin9 socialty exdvded. re14èving U)è needs of those people who are soc4ally exduded, assisting them to Inl•grate inlo society with tha object of improving th•r (>)nditions ol life by the provision of an •dvo¢acy seM¢ in the cAiuntS of th• Wèst MFdlands, Wa1LShIrt, worstershITe, Slafford5hire and Herefo¥dshire or elw4re in England and Wales. where need 1$ idenified, and addilional suppjrt with the object of impToMng the¥ conditiDn8 01 lile. For purpose of Ihis dause, 'socially exduded, means being eXjed from sotyety or parts of Souèty a$ 8 resum of Ortg or more of the followiThJ faetixs.. unemploymenl.. financial hafdship.. yOLth and old •Je', ill heath. {physic or mentall." substan( abuse dep•ndency. indudmig alcohol and drugs,, disc4iminal.on on the grvun4s ol sex, rxe, dlsabE"Iny, ethnlc orfgln. relig1c, belief, creed, sexual (xientation, gen(Jer reas5i9nrnenl, poor education or skills lainment,' rel8tionship and family breakdown," poor housing (that is housing that does not meet b•sic h)rtae slandardsl. {i.e. erther as • virtim of ¢nme or a$ an offndor 1hablIatry into society). 2. To advance edUtiOn, in parti¢ulartsnir@ in advo£xy skills and disability issues, throughout the Uli In 5UPPOrt of these objeLts, the thanty will pmvide #d¢cY to all disabled Peop attPKiugh requTrrernent5 of funders rnay rèslricl erthef the geographitsl area or type ol dk$al lor projects. hen Fwecs art first establ$hed, great re is laken to ensure thal they are consislenl the airns and obJ"ecbves 01 the ¢harity and the trustees consider th¢ Charity Commission's general guidance on public bonefft. Each advoxy case ts also Tewewed regularfy by management in svpemsn wlh the advocate resFonsble to ensure that these TequÈrements continue to be mel. Tre advocacy provtded 1$ indepÈndent ond is nol $ubject lo Ihe dire¢Cl or approval olthe fundÈf. Funds available and advocats5' time will alsrt re51ricl the number5 Iv whom advo(3cy Can be w0ded. Subject to the limits. the projects are for the berefrt of all mcffibeTS ol the disabled mMUnitY irrespective of ethniaty, gender or sexuality and ad%v&icy 15 provided without charge lo the rerApienL Rtfml$ are ¢Je8lt with dependent on nead. wher• a iais altuTrOn or other complex TraaLTrea may rewire irnrnedate action. Each proj•ct is l•Wed annually io ensure that it continues lo reflect the tharity obiethes ho$ delNered ben¢fil$ to the group of people the woj¢(I wa$ sel up lo help. Is$ion Stat•m•nt To providè 06sled Peopbe with an Indèpendent advocal• to ensure Sndmduals are heard and Ih•ir r¥JM$. concern8 and noeds are xted upon. Public bgnefil The Tru$le# hav& due regard Io guidance is$ueil by Ihe Charty C(nrni8won in decitng wtwt aL*vitM the Chty shothd undertake.
ADVOCACY MAThERS LTD TRUSTEES, REPORT IINCLUDING DIRECTORS. REPORTI (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 A¢hi•¥•m•nt and p•rforrnaft¢e s1wif&ntSGIvIos 8nd8cts8vem&nts ag81n& otyedw The SLwge In demand folowing 1he pandemi¢ has rthinued with waiting lists being a neces8ty for non&Stalutory aca¢Y referTal$. With mY facing issues wrth mental health as # th¢t r•sutt of isolaon in ld0wn$. SWMCO users have also be in financial hardship due to the C)St-of-liwn9 ciists. many nèedin9 SUPPOrt lo access food bank and support to pay thar util•$. BInnIn3M Cty Counul issued a seclion 114 nOtt C Sapternber 5. 2023. which means it has halted an spending except on essential sèmces suth as Sthooling, housing, sooal Caro, waste coll&dion and Toad mainienanL. This has dIdY impacted the financEs of Advo(xcy Matters Wth a rJJl to the hourfy rdte paid to us by BCC. It ha5 also adversely affected the utizens we supporl wlth Ihe potential for sw¢z wo¥i$ion being cul to disabbed people. This has atso created a larger demand for advocacy support. RelIment has not been an k8sue in Ihe last financtal year, arHI we wain fully staffed to meet tho n¢ed$ of all tntrads and projects. Safeguarding issues remain prevalent wthin all Wole$. We ¢onlinue to Support advo¢acy partnefs in increasing situations of atsjse. Whilst these cases have resuhed In ihe greaier 8wareness of SLKh Problems and have also resulled in the improvèment ol salewarding procedur8s and in the scrutiny of care PTwder5. progre53 hag been frustratingly slow. and the demand never deueas85. Inddents suth a$ these. whith ran often lead to protTa¢J8d inveslualions, ernphasise the need kbr greater diligence and the importance of intlependent advocacy. As a result of Ihe independent advocacy provided by AdV0cY Matter5, taTe pThision and finanrial TangeThnts are oftèn challértgÈd. ènablng individuals to be hea¥d who mitht not otheThvise have a voice control. In January 2024 ALfvocacy Mattws hosted our second socAal work student placment from Biningham UrN¥eTSity. Rtya is studwng lo be a social workor and was in her fjrst year. She is bright and engaglng and has added a INely addition to the leam until hw placement ends in May 2025. A¢fvo¢acy Maffers were awarded the QPM In July 2023 for 3 years. We will need to begln the prcttss of renewal October 2025. AthcaCY Matters office rellshment started in February 2023 was finished March 2023. The off continuès to be used wularty for training and mMUn groups. We h05t Ihe Sutton Coldfield Neigtrkniurhood NthNk Stheme (NNSI and groups from Age Concem. On 18th &Jril 2024 we had a staff team awayday at Ihe National Arboretum Stsffofd$hife. We h8d team buildin exeroseB and acti¥ilt88. Thi$ was a welccffle feward to the staff team after a y¥ar of very hard WO and high caseloads. In ne 2024 we held wr se(xind Voluntger Pamper Day lo twiniido wilh voluntser's week. We held tri$ ebtnl at the local methodist hall as a thank you to all Quf deithtated voluntew$. Volunteers and wider members ol the public came along and evried altemative Iheraples. suth a8 hand massage. wng washing and mindfvlness and musi& Them was 3t•d yoga fcf those that coubj pwticipate. September 2024 due lo the reduction in funding hours on the Binningham ProjeL1 we began lo take some spot puichase work from Biniingham aro Solihull ICB. This work wa5 to provide the 1.2 Rep role to indiwidu8Js deprived 011heir Ilbety In Iheir homes. October 2024 saw the beginning of wr cty-wide befriending offer. We have been able to develop and grow the new proied wlh the supwrt ol our volunteers and have be¥n prwdin9 befrIdIng support and engaging a¢twrties lo older adults without family Iwing in care home setting5. Th has been fvnded fty the years by The National Lottery Ccthmunity fijnd. We launthed Ihis project in the offir* in ow trairing fotsm on the 18th of Odober 2024, this was well attended. People and oldei adults attending got to ty some of our b•fri•nding actilities, suth as flower arranging. ceramic painting pawrt by numbeJs.
ADVOCACY MATTERS LTD TRUSTEES. REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Advocacy VAtteY• PMl•cts The folbwry 1$ a briefrevi•w for the per)d ofeach ol Ihe major proJ8Lts rLm SVFQOrted ty Ad¥o¢aty Matt•rs. . Aty Slde: Volunteer AdvoM¢y and Befrlendlng Mattern Thè trust•ès eefisider this type of PTOt'eL1 and particularfy the tr&niryJ and employment of volunteers to be è fuThJamen181 part of Ihe ONA of Advoc8ry M8ltws ond have 4greed to ccmtinue to fund a proportion of the wojè from Unrestrided Funds bui wilh redUd numl)ers and mainly by trnined Volunteers. We o)ntinue to wovida a Tange of s8Nic•s wthin our My &de proled indud4ng 1..1 independenl dt4¢y, gfOUP work, trainin9 to volunt•rs, ustr invofv•ment, én9agamenl particAp8tion. befriending, adrn opportunitie5. support and gupeM$itsn. dtvelopmtnt pri)molw)nal woth. We prov¥Je our adw)cw wppcrt across Binningham and Walsall, and our befriending SLVPQrt is now offered &'wmingh8m city wde with thaS to Ihe Big Lottery which menced in October 2024. During Ihis firwntsal yew we have trAkn¢d and supported rw volunt•ws through face4faCe ses'ons fft the officè and through wrtU81 ways Ma Miuosoft Teams Our VohJnlo91 Cerofdinalor has supyJrt9d new an¢J longstandin9 ex5tsn9 vdunteers to prov7de a range of roles Wth the organisati. We have had a Gore learn 0156 vc4unteers ¢ovenng Trudee roles, Steertn9 Group, Volunteer Advorates. VdunteeT BethendeTS. Admin support and Fundraising sUPPOrt. Throu Volunteer A¢fvo¢aw have been able to prowle 1.1 uisis advDcacy b 54 indiy7duals. There is sliN a dear demand lor Mn-staiutory advocacy work In Biniingh•m and Walsall. and we conti lo recive referrals for Volunteer Advocacy through our ovm channtrls wthin the N9aniSaln $uth as Ihe website. tel¥phP and email and also undertake a proportion ol the noTrstatutory wuk on the Bimiiftgh8m Ad¥o¢acy proied In which we ar& a pArtner ¥th POHWER. Befriending Matters ltslling under Aly Sld•} This year wa hav• b8•n ablè to 9fOW OtJT pihjt bthiending proj'ecl to now cover the of the c4ty 01 Birmin9h8m. have b•tn providing volunleers to offer befn'ending support and engaging aLaiwtse5 to oldei a(knlts wilhoLrt famly livng in care homa sotting$. During Ihe year we have pro¥ided this support and friendship to 47 inOi¥iduals. Th• Stsortng Grow) Thls is an importarrt part ¢1 this prqect and pmwdes inpvt hlo the ¢haWs g¢)vemance from all areas of Bimin9ham and Walsal. 11 tun('Dns lo provide forner and cwent advocacy partners wrth Iht opportunrty to ac£ess peer advocacy Os well as dewlop self-athoQY S11$. The purpose ol Ihe group is lo addsS common baFriers Ihal prevent peoplB acc$n9 lats4¢s in Iheii local wnmunilies. Members are actively InwId in suth m81ters as the Intervwg ol all new $t8ff, the provision of advicè as lo vthAt Accessible infomiAtion should be provided by the chanty, the design and ¢t01rt ol the at¢essible infomlation documenlalion produ¢ed and in CAintributing to the devek¢pnnl of future projects lof whith the tharity applie5 lor funding. Thrjgh the laLilrtalion of our Steering Group who now total$ 12 individu815 811 of whom have at scthe wjinl experienced le(*ing Independent Ad¥ocaGy and who can guKle and steer our organisation to ensu we are able to provide what is most needed Fn our rmMunItIes. During 1his time rn0d that Steering Group has engaged in a range of consuÈtalton$ wrth èxtemal strl¢e$ lo provide $eN¢e user voic• induding Wfth Heallhwatth, Men(ap Capturing Change. West Midland6 Police and ErgY pT0derS,
ADVOCACY MAThERS LTD TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 In Ihis fin8noal year we have received grants from 291h May the 8ig Lottery. 2. PhyBical Dilability Advoc•¢y PD Advo¢a¢y is funded by 8mingham Sollhull I11•d Care Board continues lo be rewed ana rowve po&tiva praise from commissnIng about ils inpact and scope. Ilve provpde 1.1 Independent Advocacy for people liwng with effed$ of Stfoke. bf8in injury. n8urologirl Crditions. long tem cronic (¥JnditiS and the widef experiences of l¢wiig wilh a physical disability- We have continu8d 1¢ find good angagemènt frorn commissicming contacls and rneel quarterly. INork Is being done to Improve the $Pe of recording for the proj¢¢t to reftect the in- deplh wort by Ihe Inoependenl A¢Jvocate. We have se8n a hugè risè in Iho instanc•s of htyJswig issu85 and homelessness on this proleet 8nd contsnue lo support to r•solv• thesa whtth can be chall8nging I'rn cwsuming. tluring the period wt have gupported 63 ptople. Walsall C•v• AGI The nature and scope oflhls project is the same as that of the 8irniingham Care Act Adwc4cy proie¢l, see 4 bel¢)w, albeit on a $mallw s¢ale. The aThangemenl was dired wrfh Wa15all PAetropolrtan Borough Counc4 up until Odot 2022. SirKe OLtober 21J22 we have been providing Ihis Care Acl Servi¢e in a partnerthip with POhWER. April 2024 unb"131s1 March 2025 Support wa$ provided for 280 ind1vijua. 4. Birmingham Advocary Hub Birrningham City Council a lender enCorrsng not only 5talvtory advo¢acy but also 8 ytrdefined amount ol norFstalutory advocacy and volunleer Iralninll. This project wa$ awarded to POhWER. a nauonal advocacy provider. Advocaw Malters en¢gred into a partnership a9reernent W71h POhWER lo prowde AD¢&cY SeTrice5 Crfb an agreed basis. This project commenced on 1st Apnl 2019.11 was relendefed and re-won in Awil 2022 and will be contraded untyl Awil 27. This Partnership 1$ of crtts'cal impDrt8nc to Advocacy Matters. It incorporatèd the C8re Act, IMCA. and a part of the My Side projects. In additson. anolher stalLknry advocacy ènd some noTrstatulory advocacy is also induded. Binningham Crty Counryl issued a sedion 114 notice on September 5th, 2023, whicf¢ means 11 iymist halt a# spending except on essential 8eNices such as sdTrooling. housing, socTral QTe, waste e4llÈction aFFd roa maintenance. The counThl are F4anning lo ¢ul the hovrfy rate paid for this work from April 2024 wli¢h has not affeL#ed our eontinu•d indusion in thFS work from Awil 2025. A summary ol e4th ol the elements of the project is gNen bel¢y4V. Car•AetAdYoeACy Care Ad Advocacy is a of statutory Advocacy go¥emed by the Care A¢A ZOI4 wherety k1 aullN)rits must arnnge 8n independent advoGalg to far31ilale the in¥of¥ernenl of a person in theÉr a88e8smenl, i) the prèpafation ol their care and support plan, in th& review Lif thwr ¢are plan, and in appropriate Safeguarding procedures. This iThlependent advo¢acy rnust be 1rnpmÈn1ed to pmide assistance rfthe folltrwing two o)ndil¢cns are nMI: fftere ihe potential recipient sub5tontial dtfficuty in betn9 fulty Involved in these processes there there 1$ no one approwiate awailabJ& to support and rwjresent the person's wishes. The role of the independenl advocate is lo support and repres1 th• p6rson and to facilitate ther involvement in th key processes and Internctn$ wlth Ihe hxal authgnty. Acling as an adwcatt fcr a person who has substantial dItty in engaging with care and support pror*$$es 1$ a rewrtsible posrtion.
ADVOCACY MArrERS LTD TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Thr6 Work indudes:. Assisting a person lo understand 11)e 8ssessm•nl. the cwe and Support planning and Il Temew proesses. Thls requires advo¢ates lo understsr•J %)¢al authority policks and proSS¢s, the availab assessment tools, the planning options and the oplion5 availablp al the wew of a re or $LPPPOrt plan. It may invofve advocate5 Snding considerable ts'me with the indimidual, considering their communicatn$ needs, their wishes and leeh'ngs and Vir lifè story. and u$ing all this to a$sist thè person lo be involved and where possibte to make decision$. Assish"ng a person lo comTThJnieate Iheir views. wishes and feelings lo the staff are carrying Out an sse5smenl or developlng a Care or svpport plan or fevivwing an exffjling plan. Assisting a person to undetstand how the needs can be mel by the bcal a4rtts)rity or 01h91$t - vnderstanding, for ex8mple, a plan can be peT50nalised, how it can be taik>red lo meet Spear rTreeds, Itow il e8n be ueative and indusi¥e and h can be used to promots a person's rights to liberty and to fami lrfe. A$$i$llng Ihe person lo m8ke deosions aboul their C•Tè and supprt arrangements - as8lsb.ng them to Welgh up various cre and SpOrt options and to choose thé ones that best meet person's nÈÈds shes. AssistirrtJ the p8rson to underSnd their righls Lder the Care Ad- for an a$se$sment whKh wis•Jers thwr wi$hÈ$ and feeh'ngs, and considers the b4ews of othET people.. fvir right to have Ih•r dgible needs m?1 and k> have a Gare or support plan that reflecis their needs and thew preferences. Ajso Sis"n9 the person to understand ttieir wider nghts, induding Iheir riglrts lo libeity and tsmily lrfe. A p¥son'$ right$ are complèMtèd by Ihe local aulhcffity's dul'es. for example. lo involve the person, to net needs 41 0 way that 15 least trlIVe of a person's nghts. Assisiing a person lo challenge a decision madè by thè loc•1 authority., and ere a person cannot challenge the deus¢on even wrth #ssistance. then The Ilental C4p•city Act The Mental Capac?tyAd came into force in Aprl 2007 introdu¢iNJ statutory independent advoca and imposing on the NHS and Local Authorities the thty to consult in defined srtualions conc•ning vulnefablè indiwduals. IMCA requires the provisi£ of non-instruct8d advocacy lo individuals, aged 16 and over, who have been asse$sed to lack eapaety fcrf specific decisions and who have no farnY or friends vtho rnight otheNtse advocate on the behall. This may in¢hJde those with leaffling lthwllies, dementia, mental health prublerns. wuired brain iijury and t>)gnilive rfnp8irmenls 8s50¢y¥led wrth seriou$ physical illness. IMCA 16 a very sperAalisl form ol advocacy and 811 ad¥ocate$ in¥rlvd In this forn of advo¢a¢y ar• required to ndertak• )P•ryAliat trainTrng. IMCA advocates will also be invc4ved in any Safèguarding aspocts rdalgd to D•prNation of LIrtY IDOLS) under the Mental CAparAty Act 2009. Ind•pènd#Nt Mènt#1 H1th Advocacy IIMHAI IMHA is covered by Mental Health Ad Re¥FSiOA 2007 and Telates to inpots'ents held under a sedion of the Menial HeathAd 1983.
ADVOCACY MAThERS LTD TRUSTEES. REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Indep•nd•nt Complolnts Advou¢y SeThrR (ICAS) National Health Complaints afe the statulLy respon$l)ilty of tho Naliongt Health Swwce but these are mmiuioned Ihrough Public Health England and Ihe local 8Lthtirity. CommuntyAdvoc¥¢y CommuntyAd¥o(acy ap[16 lo ai ts6ues thal vuherabl? people fac fall outsJe the •bove Ivgislation. VolunteorAd¥o¢acy Trainlng Onè of the lomis of advocacy whith Birmingham Clty Countyl are keen to support bs advocacy by vdunleers they are promoting by SUOr1•nO lh• trainin9 of potential new •dvottaie8. 1576 referrals were deal with during the period and 4 trainin9 courses were held prov4dlng volunleer Iralnlng for 80 partlrypants. 5. Spot Pur¢h#s• 1.2 R•p A"1.2 representsti¥e" rofers to a person appointed by the Court of ProtsLon to represent someone who lacks the capxty to cyJnsent to r•striLlions on their freedom, parlicularfy when a DepiTvation of Liberty IDOLS) is beS aLrth0ri2ed in a communty or dome$llc setting. T$ repEsentalive acts as an a(Ivocate for the indiwdual, ensuring their views and wishes are considered in the legal process. We have beon undertaklng this work since September 2024 and have worked wilh 27 Indr¥idlS in the financial year. Prov•Jing COP 11 Annex C Cop 24 witness reports. Chlldrnn'• Ag• AVGents Appropriate Adult The age 855e55menl of unaGo)mpanied ¢hildren seeking aSM 1$ a thallenoing process and is them to establ'sh rf the individual wll be supported as a thild or adylt. Often Children ywno people $8ekng asylum do r1 have documenlatyon with p¥ool of age and sometimes are not aware ol how old Ihey are (¥ t11r birthdate. A child or young peison undergoing an age assessment must have the opptUty io have an aPPTopriate aduk present with them during the inlBrwews.11 1$ ¥nportant thal the role ol the appmwiale adult is dearly exF4ained al the outsgt of the interviews, and it 15 reconynended that the Same aFyTopriale adult is vsed throughout the age assessment. Advocary Mallers were awarded a ccffltTact lo provide Ih"s seNic* from Blmingham [lIdf8ft,$ Tnjsl In January 2023. As in Ihis finantsal period we ha re¢eivad 81 R•f•rTals. Flnancial rpview The resulis for the yew are set out in the atta¢hed Ffftanr%•l Stal•ments and Nole$. Tht nel moveff£nt of fuftds the period amwnted lo a surplu$ 01 £36,150. The total retained fesèrves at 31st March 2025 amounted lo £725,055. R4)s&sPoIlcY 1¢ is the policy of the Chanty that unresld¢ted funds whKh have not been designated a specgfic usè should be maintained at a level equivalent io betsveen three and 8tx month's expendhure. The Trust8es o)nsKler that reserves 31 thts Iwel will ensure Ihal, in the event of a sign[fi1 drop in ftjnding. they wil be aL4e to mntinue the Charity's Cent adiviiies while ¢onsideTation is gtven to ways in vthid) addilional fvnds may be raised. Thos level 01 reserdes has b8en mainiained ihrough¢ul ihe year.
ADVOCACY MArrERS LTD TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 The Iruslees periodically ieview the reserye5 Posrtion of the thanty to a$ort8in whether or not thè fuxds Ihal they are holdiNJ 8re adeque fof its work. In doing this tY take In nderat the ffin¥naal nsks lo which the tharity is $ubjed, the a$$et$ and wotking upital requirements for conlinu8d Serye deh'very and thjr unfoSeen fArcumSt8ns, parti¢ulady relating la nrtalI1S offulure fvn9. A furtheT major GongderaD"on 1$ Ihè drastic ¢hange in the way that many pmiects are b¢ing fijnded. In many Cases remuntratson 1$ on a per hour or per feal basis with payment in arrears wth no guarantee of the number of ceferras whith will be quIred. Thig plac48 all th4 risk on lo the pro4ider and ¢ould have a rAtaslrothi¢ effe on Ih charty's funds rflhirvJs go Wfong. Al 31 Marth 2025 th charity had resorves 01 £725,055. The trustees have whether unrestrKa•d fvnd3 can be applyèd for public benefit whitsl malntaining an apprDW"ate level of free reserves. The trustees are ol the opinion that free SeNe5 (reseNes available for wthing capii81, development and provision of the s•Nc81 should b• at least srx months costs of nIng Ihe organisation. Thè trustees the¢ ¢onsidw that the Ie reserye$ are adequal•. Plan• forfuluv• poriods The trustees will ojntinue lo seek new projeets whith are suttatle and neficial lo the community of peoplo V+ilh dsablrties. which are rnStant the ch¥ritYs aim$ and objectiS and which ddiver publc benefft to all members ofthe ecffimLmty. The reduction in funth.ng from Local Avlhorits"es generalty and Il reluctance of olher potenb'al knders to fund non- $tslutory advocacy means that drfltrent approaches lo fundraising are required rf thè ch8rrty is io ramain $u$lainabl¢ with adequate levels otthjnding and this is now • priority which is being urgenlty addressed. One ol the Objeds ol Ihe 18 10 &1vance educats"on. in partlaT by pro¥idg tra¥iing in advocacy slES and dis¥bility issues. This training is n(AY handled by the VolLrteer Atjvow Trainmig section of the Bimin9ham Advocacy Hub l$ee 4 above) and will continue to be a onty. A brief cwlkne of thè type of fa¢thies which Uld be prowd8d is avAlable on the ¢hanWs wèbsite. This training will normally be Provided to other advoracy Ofganisations or health Pfokssionals to the ultimate pubts'c benefit of the disawed community. Structs¥rET governan¢¢ and m•nagem•nt The Chaiity is a company limited by 9uaraniee . The truslees1th.re¢aO named on page 1 are also the only Mem[5 of the C4)mpany. In th¢ e¥¢nt of the MpanY beng wound up, their118bilty In resped of the gu3r8nlee limited to £1 eath. The charity was inccrfporaled on 121h M8r¢h 2012 and is govemèd by its MemoraThJum and Articles ofAssocAatK•n. The mPanY was fonned specifically to take over the operations of Advocary Mattèrs. an uninujrporated caanty whith has since been decommissioned. The rnPany commene¢d L¥)eratic$ on 1st Ooobef 2012 al whkh PnI any remaining assets or liabilities ofthe unin¢COr0Ied Charity were transferred lo the company. The Tvustees, who art Iht dirgrtorts for the puvpo$¢ gf company law. and who £•rved and up t< the date of Éignature ofthe finarla1 statemonts were". Mrs J A Slethks . Cha Mr R Punton Mr P Shergold R N#thÈMay Mr Gordon Law r L Campbell Par S Watson Mr5 Tharanjit Bimg IRegned 9 M 2024) {Appointed 9 PAay 2024) (Appointed g May 2024 and reswjned 3 July 2025) R8¢nthnnI ond 8pwnbn8nl offtwsts
ADVOCACY MAThERS LTD TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 carity is governed by an Executive Commlt8e comwising al the Twstees who are also reCtorS ana only membgrs of the rA>mpany. During the year under review, the dtyto-day managem8nt of the thaiity was undertaken by the Chief EX¢tive Off Cer with the assistan of three Operations Managers and Senior Advocate5. ere theiÈ is a requiremenl for a néw trustee, ndidateS wiu nLvmalty be idenlrfied from recommendations by e&ting trustees or Operalions Managers. partiujlarly bearfng in mind the skills and experienc which such candldates would bring in area$ vh)ich are ben•ficl lo the charity bul may not necossarity be pented by the ex5ting trustees. Polenliil new In10e5 will usualy be interyiewed by the Chair and one of the Chief Exeurti¥e who will explain the concept of advocacy and the aims and obje¢tNes of the charity. They are also inlomlod of thwr legal obligalKJns under Ch and company I. the Charity Ccrfnmisgion guidance on public tyenefft and a Provided wrth leaifets from the Charity CommSssion so that they are aware of their roles and re5pon5ibililie5 before Ihey decAde to lak8 on the rol•. SutrssIU1 ¢andidates are invited lo attend Iho n8Xt trustees. meeting as obs8mTS anLI pro¥ided wilh g copy of the Memorandum and Articles of Assorjation. Injsttes are voted In by the ExelIve Committee and appoithments are subled lo Enhar Ols¢losurè and Barring Scheme checks. New trustees aTe FffjOded a tNStee Indudton Pack and offered Trustee traning. Advocacy Traintiig is available to ensuro the new truslee is fulty aware of the meang of advocacy. All members of the EXeIl¥e Committee give their time ¥oluntsrily and do not recsive Y benefits from the charify. Nole 7 to the acuunts shows any expenses daimed by the Trusiees during Ihe period. The Steering Group, which 15 incorporated into the My Side woject, ensu5 that the chanty remains"us•i led" and prowdes an important element ofthe chanty's stru(XuTe and govemance. Rlsk manag•m•nt The Tru#ees ojnt1nua1 assess the risks to whi( the tharity and its staff are exposed. This tos been more retevant than e¥er because of the potential daThJers of COVID 19. Where approwiale, Systems. policies and prOduleS have been imrAemented to roduce these risks. They cover areas Suth a$ health and safety ol slaff. vdunt8ers and visrtors and lone WOrn9 for staff and volunteers. These poliLies and procedu$ ar¢ re9ul8rty to ensure they are up to dale and Cover all areas Involn9 the tharity. All gtaff and vcdunteer appcdntments are subje( lo Enhanced Di$¢Josure and Barring Scheff checkn and training is given to safeguard not only the safety of staff and volunleets bul also Ihe users for whom they may be advocatrng. Awritten risk assgssments are ¢arried out for every disajled pefson vtho i% lo be supported by a membei of star oi vosunteer ts held on ffile. sk Assessments rnlgtlng to the offl¢e are cathed out annualty and Health and Safety is induded on the AgeThla of Staff Meet¥igs. Financaal Ri$k is o major consideration for a sman ¢haf4ty and liquid fvnds and reseryes are regdarty r¢wewed lo eVLtre that there is suffirnt worlung C3Pital for the ehsrity'8 naod8. Tlw8 indud•s thè ability lo finnL¥ th expenditure for Ihogè projocta where payment seNk•s Is mad• in aryoars. Pay poli¢y The trustees consider the Chief Exe(artive Offictr And the three Operabons Managers to be key manauÈme personnel bul the pay policy for these key personnel is the sam• as for olhar staff. The pay of al staff is r8W8vMd annualty and wdl nonnalty be inueasetl in line Mth. or above, avwage earniTh3s benchmarked against simitar roles 8t Olher Chare$ or the public sector. wilh a lo ensuring th they afE paid at lea51 as well as Ihose brnarks.
ADVOCACY MArrERS LTD TRUSTEES, REPORT (INCLUDING DIRECTORS, REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 The Tmsle8s' report was approved by the Board of Trustees. J A Sl•*fe%- Chair Chalr of TrwJts•s 22 July 2025
ADVOCACY MAThERS LTD STATEMENT OF TRUSTEES, RESPONSIBILtriES FOR ThIE YEAR ENDED 31 MARCH 2025 Tha Trustees, vkno are also the diredows of Advocacy Matters Ltd for the purpose of CoMpY law. are responsFble for propIrj the Trustees. Report and the ffinancial slemnIs in at1an¢t vAth app.b and Unrte lQngdomAc¢ounlwbg Standards (United Kingd(Mn GeneraltyAcc8ptod Ac)UntIng Practice). Compony Law requires the Trustees to prepare finanthal statements lor ea¢h fmanual yew gNe a tnje and fa¥ View irf th st¥l? of aff•its of Ihe Charity and of the in¢omin9 re$ourcg$ and aFvlication of resourw. indLbJing th• incorne and expenthiure, of the charitable ccrfnpBny for th81 year. In weparing these fin¥ncbal stalemonts, th¥ Trustees are required to.. - sdect 5Uitable accounting poliaes and than ap thern consistety., - observe the metfKJd$ and princAples In th• Charities so., - make judgements and èstimates that are reasonat4& and prudenL st• whether applble UK Accountin9 Standards have been followed, subject lo any material departures disdosed and eyplained in the finandal stalgmpArt$'. and - prepare the finanual stslements on the going tsa$ unlèss H 18 inapprwrt8te to pre8LYre Ihat the Ch will continu¢ in operation. The Trustees are respcffisit4e lor keeping adeQUe a¢counlin9 record$ Ihat disdo$e hlth rgascmable OCCUfacy al me financkal position of the Chaiity and enable them lo ensure that Ihe ffinancFal staternerts cornp with the Companies Act 2006. They are al80 re8pon5ible for feguardIng the assets of tho Ch¥ity aThJ hew for takn.ng rea$onabte steps fw the preventi and detedion of traud and other irregularils. Insofar as the trustses are awaré.. the is no relevant infrmiation of whith th¢ ¢haritable o)mpany'$ Independenl Ex#mintt 1$ unawaft: the thtslees haw tak am $lep$ that try ought lo len lo make tsmsefves re of any relevant wrformalion and to estat4ish thatth¢ Independent Examiw is awore ¢f that inforrnalion. The stralegic report under Ihe Companies Acl 2006 {Strateyic Report •nd Dire(aors' Report) Regulations 2013 is not rewid as the tharty qualrfies a$ a small thartable company. Cofflpany requires ihe Trustees to pr•pare lfjnanual $tst•menis lor •ach fin8ndal year vthlt gfve a INe arKI 8w of th8 state ol affa¥s of the Charity and of the (nIng resoLwce$ and applicalion ol resour$, including th In¢om• and expondituro, of the tharilable cLvnwy for that year. In prepanng these financial statemenls, Ihe Trustees are feqsjirèd to.. - Belect surtable aCvnI1ng pc4icAèS and th•n apply Ihom consistenuy., - observe the rnethcJ$ and prffiC4?S in Ihe Charities SORP; - make judgemènts and •stimates that are rèasonle and Frfudent- state whher applicable UK Ac¥xunlng SlandariJ$ have been followed, subjert kn any matsrial departwes disclos8d and eWaÉned in the ffinancial staternenls; and prepate the fjnanaal slatements on Ihe going concem basis un9$ il is inappropriate lo pre8un that the Charity will o)ntlnue in opwati. The Truslees a SpOnsible for keeping adequate aeewnting recvds Ihal disdose wilh f8ason8blè acura at any time the financial pwition of the Chafty and enable them to ensu that th& finantyal sl#temert$ eompty wilh the Companies Act 26. They are also responsibk• for Safeguarding Ihe assets of the Chanty and hen for taknng reasona6 SW$ for tho prevwlion and do1*on olfr•Jd and other irTO9ularitie$. 10-
ADVOCACY MArrERS LTD INDEPENDENT EXAMINER'8 REPORT TO THE TRUSTEES OF ADVOCACY MAThERS LTD I report to Ihe Trustèes on my examinalion of the finanaal statements of Advocaty Maltews Ltd (the Ch8nty} for th• y•ar nd•d 31 Marth 2025. R•spon$lbllltl•$ •nd ba$ls of rnport As the Trustees of the Charity 18nd 81s0 dlre¢tors for th• puls&S of rnpany law), you are r•sponsibl8 for the preparation of the financaal slalements in oc¢ordanc8 with th• requirements of th8 CompaniesAct 2006. Haying $ali$fi•d my$elf that the finanr4al 5talefflen16 of th• Charity are not rogu8 to b• audsW und•r Part 1G of the Companies A 2006 and are &llgiblè for Indepèndont •xaminats"on, I report in resped of my examination of the Charity5 finanoal slalemenls ¢8rrièd OLFt und8r sèction 145 of the Charitl8s Acl 2011. In carying oul my examination I have foll¢Med the OlrecJ"ons given by the Chanty Commission undef seLXion 14515llb) of the Charities AGI 2011. Indepond•nt x•mln•f¥ •tst•m•nl Since the Charrty's gross in(>Jme exceeded £250.000. the independent examiner must b8 a m•mb•r of a body lisl¢d in 4vcdion 146 of the Charititss Ad 2011. 1 nffirn that l am qu31ffigd lo und•rtake thg gxamination bécau£9 1 awn a mEmbvr gf Ihg AswLiation sjf Gharleird Crrttfied ALWUlltonl¥. wl?it* Is one ol the listed tJodi. I have completed my examination. I confinn that no mattors have eom• to my attention in o)nneGtion the examination gi¥ing me cause lo bglieve that in any material fespect.. a¢¢ounting ro¢ord¢ wgrg not kept in roSPOCt of the Charity as roquinl by s•elion 386 of th• Compani•# Ae¢ 20Cfj. the finanrAal statements do not ¥cc¥)rd wllh those rerJYds', or the finanoal statements do not comply with Ihe aGGounting requirements of 8eLaion 396 of the Companies ALI zouti omer man any requiremeni in81 the finanoal slements give a vu& ana lair Mew, Whicn Is na a matter nsidèred as part of an independent examinatjon,. or Ihe ffinancaal staternents have not betrn pr¢par•d in accordance with the methods and prinriples of the Statement of Recofflm¢nd¢d Practice for acrAJunltng and reporting by tharrties applicable to thariknes prg.p8ring thèir financial 4tatpm8nts in armrdanrÈ with th& FinanriAI RèptAting Standard apKAittgb in thè UK nd Republic ol Irdénd IFRS 102). Ihav Sho no ¢)Jn¢ems and have ¢ome 8¢ro$$ no othèr matters in connection with the examinaiion lo which attention be drawn in this report in order lo enab a proper understanding of Ihe financial 5talernents lo be reathed. ,(%A¢ lo&.. Jerrom• RiGhard Alan Horton Chartered CertIfd Aizountanl Luwnanvri Huu>E Blythe Gate Blythe Vallty Park Solihull West Midland8 B90 8AH 22 Jvty 2025 11
ADVOCACY MArrERS LTD STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2025 UnrMtrIGled Re•trictsd funds funds 2025 2026 Totsl Unrnitrl¢l R•strl¢tsd funds funds 2024 2024 Totsl 2025 2024 kn¢om• from: Donations and legaci•$ Charitable adiwlies Investments 298 627,696 7.316 298 651,596 7.316 570 748.568 8.888 570 748.568 8.888 23.gX) 835,310 23.900 659,210 758.026 758,026 EKp•ndlturn on: Raising funds Chafttable actiiilies 5,943 593.217 5,943 617.117 10.043 650.602 10.043 650,602 23.900 Totsl expendituwe 599.160 23.900 623.060 660.645 660,645 N•t Incoffl• 36,150 36.150 97.381 97.381 Transfers betsveen fund¥ 70.077 (78.07n N•t mov•m•nt ITr funds 36,150 36.150 174.058 (76.6rn 97.381 R•¢on¢lllallon of funds: Fund balances 31 l April 2024 688.5 688.90S S14.847 78.677 591.524 Fund balances at 31 2026 725,055 725.055 688.WS 688.5 The stslernent of financial adivities indudes all g8ins and10s88s regnISed in the year. AU income and expenditu derNe from Lxints"nuing a.¥eS. 12-
ADVOCACY mAERs LTD BALANCE SHEET ASAT31 MARCH 2025 2025 2024 Flxed • Tangible assets 12 2,410 4,435 Curr•nt as#•ts Debtors Cash 81 bank and In h8nd 13 49.934 676.525 57,807 830,473 726,459 088,280 Cr¢dltor•- 4mgunts falllng due wlthln one year 14 13.814} 13,810) N•t currnnt •A•ts 722.645 684.470 Total asvts I•s• Giirr•nt Ilabillli•4 725,055 688.905 Th• funds ofth• Charlty Unrestn'ct&d funds 17 725.055 688.905 n5,055 688.905 The company 1$ enlttled lo the exemptlon from the audit requlr8m8nt TrIalned in section 477 of thè Companies A¢t 2006. for year ond8(131 March 2025. The dlmctors acknowledge their wonsibilities for ojmplwng wllh the requiffjmenls of the ComparNes Act 2006 with respect to ac(xJunting WerdS and the prep8r¥tTh offinanuol $t8lemerrt$. The members have not required the company lo obtain an audit of its financaal statements for the year i) question li attordance with 8ection 476. Thèse financlal sl8t¢mgnt$ have be prepared in accordance wth the provisitsns applirable lo Companiès sts'8¢t to the small companies regime. Th8 financial SLeMentS were approved by the Twstees on 22 July 2025 Mrs J A ste(s- Chair Chalr of Tru$t••$ Company registration number 07987156 (England and Walès) 13-
ADVOCACY MAThERS LTD STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 AIARCH 2025 2015 2024 Notss Ca8h flovA frorn operating activities C•stt gentrr•t•d from owalitins 19 40,550 81.989 Invests'ng •¢tivllles Purchase of tangib fix•d assèts In¥eslfftent incofRe rE1Ved (1,8141 7.316 p,c60) 8,888 Net ¢•4h geneRted from Inv•¥ting a¢tkvlts 6.798 Not cAsh geneRted from finan¢lng aclivitles N•t InCree in *h •nd ¢•sh •quiv•lenls 46.052 88,787 Cash and cash •quival•nts at b•ginning of year ),473 541,7C ¢h and e••h •qulv•l•nts 4t •nd of y•ar 676,525 630,473 14-
ADVOCACY mAERs LTD NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 Accountlng policie Chflty tnfomwlion Advocacy Mattw5 Ltd 15 a private coryany limiknJ by guarantee ing)rpored in England Wales. The reg15¢•Ted Offi is 198 Boklmw• Road, Sutton Cok1fleld, Vvesl Mklland8. 873 SUE. 1.1 A¢¢oynllng convention The finanrAal statemenls have been prepared in a¢¢ordgn¢e wth the Ch8riVs goveming dOC}errt, the Companies Act 2006, FRS 102 Yhe Financial Reporting Stsndard 8ppli¢able i the UK and Republc ol Iland and Ihe Charit¢es SORP "Accounting and Rèpclng by Ch8rllie$." Statement of RecommeThJed Pr8¢tic• aw)lieable to thariti8$ preparing th accounls in aczordance with the Finarrial Rewting Stand¥rd 8pplieable in thè UK and Republ rf Ireland IFRS 102)". The Charfty 15 • PuL4lc Bengfft Entmy as by FRS 102. The finanaal statements are yepafed li $lerfing, wCkn is the funthon r)Jrrency ol the Charity. Mon•tsry amounts in these financial ¥tstements are rounded to the nearesl £. The financial statements been prepared under the histoiical cost nventIOn, Imodifjed to irthde the v8Iu81ion of fteehold properties and lo indude investment PToperbÈS and certain ffinanual instrLmenls al falr ¥$]. The principal 8cexJuntMig polieies adopted arn s•t out tse1. 1.2 Golng ¢on¢¢m At the tirre ol apyong the finandal sfatements. the Trustees have a Teasonable expectalion that th8 Charity has adequate resources lo lD11ny¢ in opernlional existence for the foTeseeab18 ftrture. Thus Ihe Tnee$ fjnue lo adopt the gng c¢)ncem basis of accounting ft) pparing the finanry81 statements. 13 Ctrrfrltsbl• lyndg Unr•strted fijnds aTe available for use at the dcretion of the Twstee$ In furtheran¢e of their charf(able objectNes. Restrteted funds are subjed to specific ndIOnS by donors or grnntor5 as lo how they m#y be used. The purposes and uses othe reslrided funds are sel oui in the notes io the financAal 6Lilement8. Endowment fvnds are subpct to spedfic condit10 by donor¥ thal the capital must be mawrtained by the Charity. 1.4 Incarn• Income is recognised when the Charty 1$ legafy entrfled lo tt after any perf0MnCe condluons hwe been mot. tho amounts can be measured rellabfy, and It 18 pmbabl• th#1 in¢>xne wdl be I1Ved. Cash donoions are rewnssed on Teeipt. Other donations are ieo)gi¥setJ onL the Ch8rty has been nobfi8 of the donation, unle$$ p¢rforman¢e conditions require defeNal of the amounL IrKom• t¥¥ re¢overable in relation to ¢Jonalions r[yel under Gift Ald or deeds of co¥enant is recngni5ed at the timè of the donation. Legocie5 are recognised on receipt or oiherwise rf the Chenty has been notified of an impending distribution, amwnt 15 knovm, and receipt 1$ expectèd. Ir the amourrt 1$ not known, the legw Is Irgated a$ conlingénl asseL 1s-
ADVOCACY MArrERS LTD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Acco1 poIIci•¥ IContiNedl 1.5 Expgnditur• Expenditure is recogni68d once thar& is a logal OT conslructwo obiigalion to transfer economic benefit to third pty, it is probable thgt a trgnsfer of economic beneffts wll be required in 8¢ttlem¢nl, and th¢ arnount of the obligab'on Gan be measured reliabty. Expendrture is dassffied by activrty. The c0818 of eat actimty are made up of the total of ir&1 cosls gnd share¢J costs. inthding SUPPOrt cost$ involved in undertakfing each 8clivty. Direct rsts atlribulable lo a stj ath.vty are alOted direlaly lo Ilwl activty. Shared costs which Conlribute lo than one aMfy and SUPFQrt cJsls which are not attrlbulable to a single aclivity are apFortioned belwe¢n thgse adiMtle5 on o ba¥ls consistent wilh the u$8 of resoui¢es. Central staff Costs are alocatèd on the basis ol time spent, and depredaiion charge$ 8fe alIcted on 1he portion ofthe assèfs usè. 1.6 TaThgibl• fix•d aM•ts Tangible fixed assets are inttially measured al cost and subsequentty measured at cost or valuation. net of deprec4alxm and any impairment losses. Dgweaalon 1$ recognlsed $0 as lo write off the 5t or valuation of assets kss thr reshjual ¥3lues over th¢ir useful lives on the following bases- Plant and equipment FixtiJes and ffttings 3 years straight line 3 years straight line The gain or loss ari$ing on thè disposal of an asset is ddemiined as the dlffèrence behveen the 88le proceeds and the wying value of the a56et. and is recognised the siatemenl offinanaal aclivit$. 1.7 Impalrment offixed assets At each reporting end date, the Charity reviews the carnwng amounts of Its tsnglwe assets to determlne whether the is any indication that Ihose as$ets have suffered an impaim)ent loss. ff any such int1¢8tion exists. the recoverable amount of the asset is eslimed in order lo detemiine Ihe exlent of the impainnent loss (rt any). 1.8 Cash and equiv•l¢nts Cash and sh equi¥alenls indude cash in hand. deposits held al rAII wrth banks. other shOteI Ilquid investments with original maturities of thrée months or loss. and bank overdrafts. Bank overdr8Rs ar6 shcwn within borrowngs in curfent liabilttie$. 1.9 Fin4n¢lal In$trum•rrts The Charity has eted to apply the provision5 of Section 11 '8asi¢ Finan81 InstrumenW and Section 12 'Olhèr FinancAal Inslmments Is5ue5' 01 FRS 102 to all of rts finanual instruments. Financial instrnmènls are reiy)gnised in the Charivs balance sheèt whèn Ihe Charty berneS paty to the rAJrrtraciual provisions of the instrument. Financial assets and liabilities are offset, wilh the net amounts wesented in the TInaral ststernents. when there is a legally enforeable ri9hl lo sel off Ihe rec49nised amounts Ihere 1$ an intentwjn to settle on a nel basis or to realise the asset and settle the liability 5imullaneously. sl¢ ftft n¢1 I ssets Basic financlal assets, whlth Indude ¢Jebtors and and bank balan$, we I1Y measUd 41 transactijn pr& induding tr•nsA¢tion costs ond arè subsaquenUy carr¢ed at amortised cost using the effective interest method lesS the arrangement conslilutes 8 fin8ndng tran$tIOn. where the transacl¢on is measured at the present value of the future reGeipts discounted at a market rale of interest. Finanual asse15 dassified as ieceivable wiih•i one year are not or1$ed. 16-
ADVOCACY MAThERS LTD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Accounting policies IContiNed) 8•¥1¢ fin•n¢l•lll•blllths 8asic )InancAal liabilities. induding uedilord and bank loans are initially re}gnised at trJnsa¢Xi¢)n pi?¢e unless the arrangement constitutes a finanryng transaction. whefe the debt instrument Is measured at Ihe present alue of the future payments di$tr)unt•d •1 a market rate of intorest Financial liaths dassffied as payable thin one year 4fe not amorb'sed. Debt knstwments we SL+s8quenty caffied at 8morlised Gosl. using the efferawe wrferesl rate method. Trade creditors are obligations to p8y for goods or A•Mrx$ that have b8en acqwed in the ordinty course ol OperatnS from SUFplers. Amounts payatAe are dassifled as ojrrenl lbIl"e5 rf paymgnl is due wilhin one year or le$s. If Mt, they presènted as noTrent liabilibe$. Trade riedrtors are rec4)gn$d iritially al tr8nSACtion and SLth•qu•nty m•asuféd at amortised rthl Un9 the effeLibt terest method. Der•cognlllon olfinancl•l Il•bllfti•s Finanryal liabqiiies ale defecogni5ed when the Charity$ entraCtual obligaiions expire or are discharged or cancelled. 1.10 Ernplgyee benefts The cost of any unused holiday antrtl•menl is rewnis•d in the penod in which the employee's Ser¥15 ortr f8tNed. Temiination benefjls regnised immediately as an axpènsè when the Charity is ¢Jemonstr8bty commtttsd to teminalè the ernployment of an employee ry lo provid¢ lem)inalion bgneffts. 1.11 Rgtlr•m•nt b•nefits Payments to defined Contritartic retwement befft schames are charyed as an expense a$ they fall due. Cnli¢•l •¢¢¢untlAg •stlm#t•s and judgents In the appli¢2tx>n of the chari$ accounting policae5, the Truees #re quired io make judgements, estimates and assumpts.cms 8boul the rrying amount as6els and liabilrties are not readily apparent from other sources. The &sty'm4t¢s ?$e•ated assumptions are based on hislortcal expwience and other factors that we i•nsJered to be levant. Aottsal resutts may dfftr from ihes8 esbmaie$. The estimates and undortying assumption5 are reviewed on an ongoiThJ basis. Re¥b$ion$ lo ocExJunting esbm8tes arè rec41gnisÈd in thè périod in Wh Ihe estimale is rewsed where the revis7 affects (fflty that period. or in the pwiod ol Ihe rewsion and fvture peiiods Whe the affeds both current and fubjre period5. Income fmm donations and legacies Unvestrictsd Unv•strict•d nd¥ fvnd• 202S 2024 Don•tlons ond gifts 570 17-
ADVOCACY MArrERS LTD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Income from Gl¥aritsble ictivili UnrnBtrlct•d Restrlctsd fund¥ fvnds 2021 2025 T¢)tal unr¢t¢d R¢strlded fvnds lunds 2024 2024 T¢)tal 2026 2024 Project Power Contract Physical Di6at4lity 582,994 44,702 23.9rx) 806.894 44,702 704.132 44,436 704.132 44,438 827,696 23.9CrfJ 651,596 748.568 748.568 kncome fvom in¥estmènts Unwtri¢t•d UnrestrKted fund fun¢ts 2025 2024 Intef$l e81Vable 7,316 8,aB8 Exp¢ndltyre on rn18lng funds UnrHtrbctsd Unr•strlGl•d fund5 funds 2026 2024 Fundrllng and publlclty Seeking donations. grants and lega¢res Stsff ¢08ts 1.787 8,258 5,935 5,943 10,043 18-
ADVOCACY MArrERS LTD NOTES TO THE FINANCIAL STATEMENTS ICONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Exponditurn on ¢haril•kA¢ a¢llvld Chorltsble Go¥•rnancoAdmln co8tsDoprKiation exp•ndlfvrÈ 2025 Total 2025 2028 2025 2025 Dirn¢t C08ts Staff costs Dewe¢iab"on and imgairnwrt Ch¥nt•ble acMtses 21,140 39.110 468.332 528.SB2 3,839 ,934 3,839 2.781 54.173 23.901 39.110 522.505 3,839 589.355 Slwo of Support and gov•m•ne• costs (•• not• I Swport 20,158 20,158 7.604 7.604 44.059 46.714 522.505 3,839 617,117 An4ty#h by fvnd Unwtrct•d fijnds R•stnLled I$ 20.159 23,900 46.714 522,505 3,839 593,217 23.90D 44,059 48.714 522,505 3,839 617.117 Pr•vlous Y1. Charftsble Go¥•rnaAAdM1n c08tsDeprKSaUon expenditur¥ 2024 Totsl 2024 2024 2024 2024 Dir•¢t ¢o•ts staff costs Deyeciation and imwimient Charitable actimiies 40.959 509.847 550,806 7,063 59,000 7,063 58,998 40,959 568.845 7.C63 616,869 Share of Stspport and gov¢rnan¢• l•ee note I buppon 24,080 Gs)vemance 24,080 9,653 9,653 24.082 50,612 568.845 7,063 650,602 An*ty$l$ by fund Unreslricted fvnds 24.082 50.612 7.063 650,602 19-
ADVOCACY MAThERS LTD NOTES TO THE FINANCIAL STATEMENTS {CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Not movoment In fund# 2025 2024 The nel movement In funds is stated after charg#wl(creth'ting).' Fees payabl6 for the Indedent èxgmMi•tion ofthe tharitys Thnancial slatom&nls Depreciaon of owned tangible fLxed a55ets 2,7(NJ 3,839 3,120 7,CQ3 Trnst••& None of the Tnjsleeg (or any persons ccfflneded vAth th¢m) received any remuneratn or ben•ffts frcm the Charfty during thè yéar. 10 EnWoyMs The a¥Erage monthly nuMr ofempk)yees dunng the year was.. 202$ 14¥mb 2024 Numb•r 21 Employm•nt ¢osts 2025 2024 Wages and salaries Social Security costs Olher pension costs 483.$69 36,924 14,024 506.683 38,470 13,gJ9 534,517 559.062 There werE rK¥ employees whose annual remunerati)n was more than £60.ODJ. 11 T10 The tharty is exempt from taxation on its acamt8 because all 115 income appl*d for charitabb purposes. -20-
ADVOCACY MArrERS LTD NOTES TO THE FINANCIAL STATEMEKfs <CONTINUEDI FOR THE YEAR ENDED 31 MARCH 2025 12 Tangible fixod isstrts Pl•rtwd FlxtUf•s •nd vlwn•m Co•t Al l 2024 Addilions 66.Y27 25.914 1.814 92.241 1,814 Al 31 Marc 2025 86,327 27.728 94.055 Depr•clatlon and Impalmient Al l Apiil 2024 Deweuats'on ¢h¥rg¢d n the y•ar 66.327 21.479 3.839 87.806 3.839 At 31 Marth 2025 86,327 25.318 91.045 CaTrylng amount At 31 Marth 2025 2.410 2.410 At 31 Marth 2024 13 Debto 202S 2024 Amounts falling du• wllhln on• Yr. Trade debtQT5 Other debtors Pr¢paymenls and accrued kncome 43,197 3,272 3,485 3.465 49,934 57.807 14 Credltorn: amounts 14lln9 du• wlthln on• y•ar 202$ 2024 Trade uedilors A¢cru¥k and deferred fftcorne 714 3.100 810 3.000 3,814 3,810 15 RelireTrrt ben¥fft ¥¢h•mv¥ 2025 2024 D•llned contrihution schemes CharyJ8 lo trofft or loss ffi spe of defined contributitsn s¢lmes 14.024 13,909 The Charity operdtes a dth¥d Otribution penon scheme for all qualn9 employees. Th Assets of I scheme are held 8eparatety Irom those 1h9 Charity in an independenty admi#•red fiffid. 21
ADVOCACY MATTERS LTD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 16 Restrl¢ted lunds The restri¢d filnds of the tharity mPrise the unexpendeJ balon¢e8 ol donations and grants held on trust bject lo Spociffic nditIOnS by donors as ¢0 how they may be used. At 1 Aprfl 2024 In¢omlng R•soUS rnsources expended Transf•rn At 31 Mah 202S 23.900 (23,9001 Pr•vlous year: At 1 Aprl 2023 Ineomlng R•souwc•s reBOUe¥ expended Trnnsf•rn At 31 2024 Cwi5i¥Advocacy Motsing on Proigat 34.374 42,303 (34,3741 (42.3031 76,677 (76,6771 17 Unre•trfcted funds The unieslricled fund$ ofthe charity comprise the Urpended balar¢4s of donatsons and grants whith ¥e nol subject ID Specafic iyjndrtions by donors and grantors a$ to how they may be used. The$0 indLtde desi9naled lund¥ which have been sel asid8 oul of unrestn.cted fvnds by Ihe trustees for SPefiC purposes. At 1 Aprfl 2024 Incoming Rèsourtes rnsoyr¢ exnded Tfan6f•rn At 31 Mar¢h 2025 General fiJnd& 888.905 635,310 (599,1601 725.055 Pr•vlous year: Al 1 April 2023 In¢omlng R¢¥our¢es resouK•s i*ndèd Transfer5 At 31 March 2024 G•noral fiJndG 514.847 758,026 {860.6451 76.677 688.5 18 Relatsd party tran$4¢tlon$ There were no di5dosable rekled party Iransaclions during the ygar (2024- none).
ADVOCACY MArrERS LTD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 19 Cash geMrnted from operatio 2026 2D24 SLwplus for the year 36,150 97,380 Adju¥kn•nts for. Investment incoff rec4Jgnised in stalemenl of financi81 Deprallon and impainrenl of tangible fixed a35els (7,316) 3.839 <8.888> 7,[3 Mov•monts in wortrlng ¢apltal: Decrèasollincraasel in d•btors InaSe In ¢re<lilors 7,8n 114,91D 1,331 Ca¥h gtnernted froffl opernllon¥ 40,550 81.969 20 Analyiii ol change¥ In n•t lunds The Charfty had no material debt during the year.