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2022-04-01-accounts

The Parents’ Forum for Bradford and Airedale Financial Statements Year Ended 31 March 2022

Charity registration number: 1149878

The Parents Forum for Bradford and Airedale

Financial Statements

Year Ended 31 March 2022

Contents
Page
Charity Reference and Administrative Details 1
Trustees’ Annual Report 2 - 3
Independent Examiner’s Report 4
Receipts and Payments Account 5
Statement of Assets and Liabilities 6
Notes to the Financial Statements 7 - 8

The Parents Forum for Bradford and Airedale

Charity Reference and Administrative Details

Year Ended 31 March 2022

Charity registration number 1149878 Trustees David Michael Firth Carol Beardmore Anne Irondet (appointed 31 December 2021) Phillipa McCann (appointed 31 December 2021) Fiona Cooper (appointed 1 January 2022)

Registered office and principal address

Accountants

Bankers

Unit 73 Carlisle Business Centre 60 Carlisle Road Bradford BD8 8BD BHP LLP New Chartford House Centurion Way Cleckheaton Bradford BD19 3QB CAF Bank 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ

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The Parents Forum for Bradford and Airedale

Trustees’ Annual Report

Year Ended 31 March 2022

The Trustees present their report and the financial statements of the charity for the year ended 31 March 2022.

Trustees of the charity

The trustees who have served during the year and since the year end were as follows:

David Michael Firth - Chair Carol Beardmore Jennifer Chicoko (resigned 1 April 2021) Naomi Heseltine (resigned 1 April 2021) Wahida Kosser (resigned 1 April 2021) Gary McHale (resigned 1 January 2022) Sue McHale (resigned 1 January 2022) Anne Irondet (appointed 31 December 2021) Phillipa McCann (appointed 31 December 2021) Fiona Cooper (appointed 1 January 2022)

Charity Number

The charity was registered with the Charity Commission for England and Wales on 23 November 2012, registered charity number 1149878.

Structure, governance and management

The charity is governed by a constitution adopted on 19 June 2012 and updated in October 2016.

Method of recruitment and appointment of trustees

The management committee normally meets once every 6 weeks. Membership of the management committee is open to all parents/carers of the PFBA membership.

Trustees/committee members are elected at the annual general meeting which is held in October. There must be a minimum of two and a maximum of twelve trustees.

Mission

To empower parents/carers by influencing positive changes in health, education and social care policies and practices for families, children, and young people with disabilities/additional needs.

Charitable objectives

The promotion of social inclusion among disabled children and their parents and carers who are socially excluded from society, or part of it, as a result of their disability in the Bradford District and surrounding areas, in particularly but not exclusively:

Activities

The charity holds events and activities bringing parent/carers together to gain information and to learn about what services and support they can access. Peer support workshops are held throughout the year on education, health, and social care topics and to promote and empower parent/carer participation and confidence. Bigger Voice Events bring local support groups together to focus on joint working and partnership. The charity has representatives on 5 strategic groups across health, social care and education including representatives on The Carers Partnership and Carers in Action

Public benefit statement

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit, including the guidance 'Public benefit: running a charity (PB2)'.

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The Parents Forum for Bradford and Airedale

Trustees’ Annual Report

Year Ended 31 March 2022

Achievements and performance

After the restrictions the previous year we now were able to develop and expand our outreach SEN Peer Support service. There have been increasing numbers of schools directly contacting us and asking for our help with their SEN families. Throughout the year we were able to make connections with 15 nurseries, primary and secondary schools. Gathering the voice of parent/carers enabled us to build a picture of priorities which we have shared at decision making levels across Health, Education & Social Care. In March 22 Bradford had its first Local Area Inspection by the DfE and CQC and the PFBA were key in ensuring over 800 parents/carers fed into this report. The conclusions of the inspection saw five significant weaknesses in the system and were no surprise to us as these were the priorities we had shared with local health, education and care services over the previous year. We remain as co-chair to the Send Strategic Partnership Board which enables a platform to share, challenge and discuss the important areas raised by our families.

Our profile, reach and engagement have been raised in terms of increasing membership and social media presence but limited by our lack of capacity. We continue receiving a Local Authority annual grant and a grant through the DfE but there is a need now to focus more on other funding options so we can look at increasing our outreach work. We want to continue recruiting volunteers to support the manager and continuing engagement work and advertise for additional trustees who can bring expertise in finance and IT areas.

Financial review

The net expenditure for the year was £104 including net expenditure of £104 on unrestricted funds and net expenditure of £nil on restricted funds (after funds transfer).

Reserves Policy

The charity will endeavour to maintain unrestricted and designated reserves to provide cover for:

At 31 March 2022, the charity had free reserves of £1,209. These reserves will be used to support cash flow or in the case of the need to wind down the charity meet obligations to the best of our ability.

Approved by order of the members of the board of Trustees and signed on their behalf by:

David michael firth

David michael firth (Feb 1, 2023 12:57 GMT) ……………………….. David Michael Firth Chair of Trustees

Date: Feb 1, 2023

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The Parents Forum for Bradford and Airedale

Independent Examiner’s Report

Year Ended 31 March 2022

Independent Examiner’s Report to the Trustees of The Parents Forum for Bradford and Airedale

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2022 which are set out on pages 5 to 8.

Responsibilities and basis of report

As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Date: Feb 1, 2023

Lesley Kendrew BSC FCA

BHP LLP New Chartford House Centurion Way Cleckheaton Bradford West Yorkshire BD19 3QB

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The Parents Forum for Bradford and Airedale

Receipts and Payments Account

Year Ended 31 March 2022

Note
Receipts:
Grants and donations
2
Sales and fees
Total receipts
Payments:
Project management
Rent & Rates
Events and activities
Development and resources
Admin support and bookkeeping
Consultancy
Infrastructure and office costs
Legal and professional
Insurance
Total expenditure
Net (payments) / receipts
Transfer of funds
Net movement in funds
Cash funds brought forward
4
Cash funds carried forward
4		 2022
Unrestricted
funds
Restricted
funds
Total
£
£
£
17,704
50,000
67,704
1,338
-
1,338
19,042
50,000
69,042
-
26,634
26,634
-
5,801
5,801
25
-
25
777
-
777
16,053
16,054
32,107
300
-
300
-
3,159
3,159
-
-
-
343
-
343
17,155
51,991
69,146
1,887
(1,991)
(104)
(1,991)
1,991
-
(104)
-
(104)
1,313
-
1,313
1,209
-
1,209		 2021
Total
£
37,500
208
37,708
31,220
5,786
449
231
35,567
-
1,930
759
330
76,272
(38,564)
-
(38,564)
39,877
1,313

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The Parents Forum for Bradford and Airedale

Statement of Assets and Liabilities

Year Ended 31 March 2022

Cash funds
Cash at bank
Total cash funds		 2022
Unrestricted
funds
Restricted
funds
Total
£
£
£
1,209
-
1,209
1,209
-
1,209		 2021
Total
£
1,313
1,313
Liabilities
Independent examination and accounts		 1,800
1,800		 3,120
3,120

The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:

David michael firth

David michael firth (Feb 1, 2023 12:57 GMT)

………………………..

David Michael Firth Chair of Trustees

Date: Feb 1, 2023

The notes on pages 7 to 8 form part of these financial statements.

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The Parents Forum for Bradford and Airedale

Notes to the Financial Statements

Year Ended 31 March 2022

1 Summary of significant accounting policies

(a) General information and basis of preparation

The Parents Forum for Bradford and Airedale is a registered charity in England. The address of the registered office is given in the charity information on page 1 of these financial statements. The nature of the charity’s operations and principal activities are disclosed in the Trustees Report.

The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.

The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.

(b) Funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes. The cost of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

(c) Taxation

As a registered charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

(d) Going concern

At the time of approving the financial statements, the Trustees have a reasonable expectation that the company has adequate resources to continue in operational existence for the foreseeable future. Thus, the Trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

2 Grants and donations

Bradford MDC
Other		 2022
Unrestricted
funds
Restricted
funds
Total
£
£
£
-
-
50,000
17,704
50,000
17,704
-
67,704
67,704		 2021
Total
£
30,000
7,500
37,500

3 Trustees expenses

During the year there were no Trustee expenses paid (2021 – £175). Trustee expenses in the prior year were allocated to software expenses, as the reimbursements related to software costs.

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The Parents Forum for Bradford and Airedale

Notes to the Financial Statements

Year Ended 31 March 2022

4 Fund reconciliation

Fund reconciliation – current year

Unrestricted funds
Restricted funds
BMDC grant		 Balance at 1
April 2021
Income
Expenditure
Transfers
Balance at 31
March 2022
£
£
£
£
£
1,313
19,042
(17,155)
(1,991)
1,209
1,313
19,042
(17,155)
(1,991)
1,209
-
50,000
(51,991)
1,991
-
-
50,000
(51,991)
1,991
-

Fund reconciliation – Prior Year

Unrestricted funds
Restricted funds
BMDC grant		 Balance at 1
April 2020
Income
Expenditure
Transfers
Balance at 31
March 2021
£
£
£
£
£
31,541
7,708
(25,150)
(12,786)
1,313
31,541
7,708
(25,150)
(12,786)
1,313
8,336
30,000
(51,122)
12,786
-
8,336
30,000
(51,122)
12,786
-

Fund descriptions

BMDC grant fund relates to monies received towards project costs.

5 Related party transactions

There were no related party transactions during the current year or prior year.

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