## OCAL Annual Report 2023/2024 Registered Charity No. 1152778 Company No. 5741949 1 ## Contents ||Page number| |---|---| |Reference and administrative information|3| |About Vocal, Chair of trustees statement|4| |Who has benefitted from our service|6| |Statutory Advocacy, Care Act Advocacy|7| |Statutory Advocacy, Mental Capacity Act|9| |Paid Rep & IMCA Roles|9| |General Advocacy|10| |Supporting Parents|11| |The benefits of Advocacy|13| |Vocal Training|14| |Other work & Quality Assurance|14| |Our own Quality Assurance|15| |Data Protection|15| |Managing Risk|15| |Our Plans for the Future|16| |Financial Review|16| |Organisational structure|17| 2 The Trustee Board presents its Annual Report and Financial Statements for the year ended 31 March 2024. ## Reference and Administrative Information Charity Name: Vocal Advocacy Charity Registration Number: 1152778 Company registration number: 5741949 Registered Office: Vocal Advocacy Room DS 034 Lower Close Studios Dartington Hall Totnes Devon TQ9 6EN _*Vocal Advocacy is a Company Limited by Guarantee and for the purposes of the_ _Memorandum and Articles of Association the Trustee directors are the members and have provided a limited personal guarantee._ Trustee / directors Janet Regan – Chair of Trustees Margaret Cushen – Treasurer Mary Dodson Jenny lynch _*Vocal Advocacy does not require an audit under Company Law or its Memorandum and Articles of Association_ Bankers: Lloyds Bank 2 Palace Avenue Paignton TQ3 3ER 3 ## Vocal Advocacy Vocal Advocacy supports people who have a learning disability or communication difficulty to understand and exercise their rights, make informed decisions and speak up for themselves. In this year we celebrated 30 years of independent advocacy provision. Vocal has always been a user led organisation; people who have used the service are actively encouraged to join as members and contribute to the management of the organisation, they are central to decision making. They, as experts by experience, support Vocal by providing feedback on new initiatives, business planning and ensure that the focus of the organisation is maintained. Over recent years we have built on this; our members now write and deliver presentations about their work, they are instrumental in the production of our regular newsletters and in our social media presence. Alongside this they have supported Vocal in a variety of projects including fundraising, work for the NDTi and at a consultation event locally. They have taken part in initiatives that develop their own life skills and support peer and self-advocacy. We are proud of our achievement in being fully co-produced. Members are involved at all areas of the organisation and there is a real sense of true co-production and shared ownership of Vocal Advocacy as an organisation. QPM Assessor. ## Statement by the Chair of Trustees Vocal Advocacy’s purposes as set out in the objects contained in the company’s memorandum of association are: _"The relief of persons with speech and communication difficulties by providing a service to assist those persons to realise their full potential and obtain their full rights as a citizen."_ The Trustee Board meets on a regular basis to monitor operational and financial performance and to review Vocal’s Strategic Plan with reference to its aims and objectives. During the year Jenny Lynch joined the board (bringing her extensive marketing experience) serving first on a shadow /co-opted basis and then being elected at the AGM. Overall, this has been a very positive year for Vocal: alongside continuing to offer first rate statutory advocacy for people with Learning Disabilities, via our contracts in Devon and Torbay, we continued to embed and expand our grant funded projects focused on our strategic aims of long-term sustainability, service development and income generation. This was the second year of our (3yrs) funding from Henry Smith Charity supporting the delivery of generic wide-ranging advocacy for people with a Learning Disability. We can now offer a much-needed service for people and issues outside the narrow remit of local authority contracts. Historically this support was an important part of our work, much valued and highly beneficial to the recipient’s quality of life. However, as our L.A contacts changed to exclusively focus on the Care Act and safeguarding we did not have the resources to carry on this work at the volume required, we knew that there was unmet need and a significant gap 4 in provision emerged. This service is now fully established, with even greater than expected take-up, the service being delivered and developed by our highly skilled, committed and enthusiastic advocates. Our professional and experienced advocacy team hold or are working towards the City and Guilds accredited advocacy qualification. Vocal continues to hold the Quality Performance Mark (QPM) for advocacy agencies issued by the NDTi. 2023/24 was also the second and final year of funding and mentoring/consultancy support from the Lloyds Bank Foundation Enhance scheme, aimed at expanding Vocal’s capacity and long-term sustainability. Our Chief Officer has worked very closely with the Lloyds Grant Manager and external consultants to analyse options and develop an income generation plan. The first initiative, coming from this, was to establish and market a service for parents with a learning disability (going through care proceedings). With the enthusiastic and skilled drive of our new Advocacy Lead for Child Protection the project has taken off quickly with good take-up from solicitors, and consequent positive income generation. It rapidly became clear that to maximise take-up and financial opportunities we would need to appoint another advocate to support the work in the coming year. As part of the income generation plan, the team also began to explore another work stream scoping the possibility of a training arm benefiting both people with communication difficulties and the agencies which support them. This work was in the very early stages, but we had moved into a limited pilot phase by the end of 2023/24. Lloyds Bank Foundation were also offering us support to recruit trustees and to develop our board. They commissioned Reach Volunteering to search for trustees, and the Chief Officer and I have worked closely with them in drawing up person specifications and role descriptions. Our new trustee Jenny Lynch was recruited by this process and a further person came forward as a potential board member early in 2024. I would like to formally thank the Lloyds Bank Foundation for all their support, both financial and (even more importantly) their developmental and mentoring advice and resources. This has been fundamental in enabling Vocal to reach a potentially much more sustainable financial position, with potential to continue delivering generic advocacy after the Henry Smith funding ends in May 2025. We are very grateful for their assistance. Vocal continues to be an active member and Strategic Partner of Devon Advocacy Consortium. Working within DAC enhances our ability to support vulnerable people and access skills and expertise from colleagues working in a wide range of fields. The consortium’s contract with Devon and Torbay local authorities was due to end on 31 March 2024, and subject to tender. Our Chief officer worked closely with the lead agency and other partners to put forward the consortium’s bid, which was successful. This means that our main income source delivering Care Act and associated services in South Devon and Torbay is now secure until 2030. The next few years will remain challenging and exciting as we seek to sustain, maintain and develop our new services, support more people and ensure long-term financial sustainability. All our activities are focused on supporting vulnerable people to speak up for themselves and be heard when decisions are being made about their lives. The trustees have considered the public benefit of the work of the charity; the details are outlined in the following report. Janet Regan Chair of Trustees 5 ## Who has Benefted from our Service? Over the years Vocal has evolved to meet the changing needs of the people who use our service and to reflect the changes in local and national policy. The main focus of our work has always been in the provision of independent issued based advocacy. Vocal is now able to support people who are eligible for statutory advocacy, require the support of general 1:1, peer or self-advocacy, support parents with child protection issues, provide monitoring of care packages, training and support service user engagement. **----- Start of picture text -----**
Our work this year
Care Act Advocacy Supporting Parents
General advocacy Paid Rep and IMCA
Quality monitoring - no of contracts Advocacy awareness
Service user engagement
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Whilst the number of people who received support from a Care Act Advocate has increased in this year, our focus on increasing accessibility of advocacy for those who do not meet eligibility for a Care Act Advocate means that this now presents as a smaller proportion of our work. We have launched two new initiatives this year that will mean that we are able to support more people in a broader remit. 6 ## Statutory Advocacy – The Care Act 2014 ## Independent Care Act Advocacy (ICAA) Our statutory work is commissioned by South Devon and Torbay Care Trust and Devon County Council via the Devon Advocacy Consortium. The Local Authority have a legal responsibility to appoint an Independent Care Act Advocate (ICCA) to support people who have a substantial difficulty in engaging with the Local Authority process (assessment of needs, preparation of care and support plan, review of the plan, safeguarding or carers assessment) and where there is no one appropriate to support them. The following graph demonstrates our work to provide advocacy for those who were eligible under The Care Act 2014. The graph does not reflect the actual need for support; the amount of support we can offer is limited by the size of the contract with the Devon Advocacy Consortium. **----- Start of picture text -----**
Care Act Advocacy by Area
140
120
100
80
60
40
20
0
Devon Torbay
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Referrals to support people in Devon have always exceeded the number of people requiring support in Torbay. Interestingly in this year referrals from both areas were greater in number than in previous years. **----- Start of picture text -----**
Care Act work by Issue
Safeguarding
Review of support plan
Preparation of support plan
Assessment of needs
0 10 20 30 40 50 60 70
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In this year the number of referrals received to support people with the safeguarding process has remained similar to previous years, however the number of referrals to support people 7 with a review of their care and support plan has increased significantly from last year and also higher than previously recorded. A 30 year old lady with a recently acquired brain injury was referred for support with a review of her care package. Her needs assessments and care package stated that she would be enabled to regain skills with rehabilitation, however she was residing in a care home for older people where rehab opportunities were not available. Advocacy enabled her to get her voice heard during the review. Her wish to move to a rehab facility in The Midlands, where she would be living with people her own age and supported to regain skills and independence was approved and she moved successfully. ## Feedback - The advocate worked in such a personable way with the client. She took the time to get to know him and made his wishes extremely clear to me. She has been a great resource when conversing with the care provider. - The advocacy worked well; the advocate made me aware of some processes that needed to be done. - Very worthwhile for the client. I have worked with the advocate before and find her approach to getting a client’s views extremely good. - The advocate was very good and helped a potentially tricky situation turn out very positive. 8 ## Statutory Advocacy - Mental Capacity Act ## Paid Representative Role (RPR) The Mental Capacity Act also allows for safeguards to be put in place to protect people who need to be deprived of their liberty (DoLS). A standard authorization is put in place. People who are deprived of their liberty may not have anyone suitable that they know to represent them. If this is the case, the Local Authority have a duty to appoint a Paid Representative. Vocal advocates have provided this role to people living in Devon and Torbay for several years. Frequently, the people receiving this service are re-referred to us following the renewal of the Standard Authorisation. ## Independent Mental Capacity Advocate (IMCA) There are some occasions where a person referred to advocacy under The Care Act become eligible for advocacy under the Mental Capacity Act. In these cases, an Independent Mental Capacity Advocate (IMCA) must be appointed. Vocal is now able to provide this service. Having the flexibility to be able to support people in the role of ICAA, RPR and IMCA enables our advocates to develop a really good understanding of the person and their situation and ensures that as their needs change (and their entitlement to differing types of advocacy) they can continue to receive a high standard and continuity of service provision. The advocates meet the needs of those who use the service, they take the time to get to know them, to build rapport and identify and respond to individual communication needs. Senior Social Worker – Adults with Disabilities Team ## Feedback - I was able to have a detailed conversation about my patient's issues - looked at them in a very holistic way - I was reassured that my decision not to medically intervene was confirmed as being in the patient's best interests. It is great to have an independent person look at it from the patient's point of view and best interests. (IMCA) - Excellent communication and very person centred. (RPR) - The IMCA service was very efficient and always made sure the client's voice was heard and expressed any concerns. (Health and Social Care Representative) - The legal team have provided their feedback on the information provided and firstly, thank you for your work with P stating “Nice to see alternate communication methods being used. It shows that it is person centred and that P has been supported to be involved as much as he is able.” (RPR) 9 ## General Advocacy Vocal provide general advocacy for those who have a learning disability and need advocacy support but who are not eligible for advocacy under The Care Act. This is possible due to grant funding provided by the Henry Smith Charity. This funding is in place until May 2025. We have found that in raising the profile of advocacy we have highlighted that people are not aware of their rights or how to navigate ‘the system’, they don’t realise that they can make a change or challenge and don’t have the support in place to facilitate this. As a result of our advocacy awareness raising initiatives, people are now increasingly aware of the role of an advocate, how they can help and importantly how to access our support. There has been a definite correlation between the awareness raising initiatives and the number of referrals received for general advocacy. The number of people that we have supported this year is far greater than we predicted; We have held more advocacy awareness raising sessions and as a result, 292 people have benefited from our general advocacy service, and a further 209 from awareness raising. **----- Start of picture text -----**
General Advocacy
Advocacy Awareness
Self advocacy
Peer advocacy
1:1 issue based
0 50 100 150 200 250
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There is greater take up of self or peer advocacy than we had anticipated. Introducing IPAD/tablet use has really streamlined our work and reduced time. Our clients can access relevant information much more easily. This has shortened the advocacy time taken on each case and has promoted independence. **----- Start of picture text -----**
1:1 issue based General Advocacy
Complaint
Safeguarding
Support Provider
Relationships
Finance
Health and Social Care
Housing
Change of accomodation
0 10 20 30 40 50
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10 The largest part of our work is to support people who have issues with their housing or wish to move and to access health and social care. In these cases, we support people to access the services that they need to enable to make the changes that they would like. Vocal’s delivery model means that our advocates can support people with both general advocacy and statutory advocacy. This means that when a person’s advocacy needs change from general advocacy to being eligible for statutory advocacy, the person does not need to change advocate or begin a new relationship with another person, they are already supported by someone who knows them well. This is crucial for our client group. As the relationship is already established it means that the advocacy work can be completed more quickly and efficiently. During one of our drop in sessions we received a self-referral from a lady wishing to regain control of her finances. Her financial matters were being managed by the Local Authority Court of Protection team. This had been the case for many years, the client felt she now had a better understanding of her finances and Case study wanted more control. The advocate worked with the lady to support her to understand the legal safeguards that were in place and that she had a right to ask for the decision to be revisited. A new Mental Capacity assessment was requested, the social worker who completed the assessments deemed the lady to have capacity in all areas. An application, containing the new assessments, has now been submitted to the Court of Protection to bring the court order to an end and return full control of finances to the lady. ## Feedback - Thank you for attending the meeting yesterday and supporting my daughter. Communication is so difficult for her. She is beginning to realise she does have a voice and can convey what she wants with your help. Again, thank you very much for all the support you given X. We may need you help again in the future! (Parent) - • Pleased everything got sorted with the help of X. Without her help I was not being heard by social services. (Client) - My advocate was a real star. Not only did the situation get resolved, but I also realised I really felt that X took my concerns into consideration and supported me all the way through. I would recommend X again if I were to need Vocal’s assistance. Thank you so much. (Client) 11 ## Supportng Parents Our work in this area is to support parents who have a learning disability or a cognitive difficulty in understanding their responsibilities as parents, engage with the local authority, understand their concerns and if necessary, instruct their legal representatives and attend court proceedings. Typically, pre-pandemic we would offer our support to approximately 16 parents each year. As the referral rates dropped in 2022 and again in 2023, we knew that there was unmet need. To address this we used grant funding, provided by the Lloyds Bank Foundation, to launch our supporting parents project. The impact of that project is clear to see in 2023-24. **----- Start of picture text -----**
Number of parents supported
Pre pandemic apx annual
2021-22
2022-23
2023- 24
0 5 10 15 20 25 30 35
Number of parents supported
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The success of this project in year 1 has been such that we have appointed a second advocate, parents who had previously used our service assisting us in the recruitment of this team member. Referral to support parents who had separated, as the LA were looking to take their children into foster care. The parents worked together with the support of the advocate and devised a plan that enabled the children to remain at home safely and for the parents to have joint custody. The plan approved by the LA and the courts. ## Feedback - The Vocal Advocacy team provide an invaluable service to some of the most vulnerable people in our community. In my experience clients have benefitted from their experience and support both in and out of Court and I would not hesitate to refer further clients to this service. The referral process is uncomplicated, and the team are both responsive and flexible. (Legal Rep) - Your service and breakdowns are straight forward and easy to understand. Really appreciate your time. (Parent) - Again, I have to mention that my client was glowing about you both and how you’ve supported him at Court. (Legal Rep) - The client you have been working with has spoken highly of your service. (Legal Rep) 12 ## The Benefits of Advocacy We monitor the impact of the work that we do in several ways. We ask the advocate to make a professional judgment at the start and end of each piece of work to identify the impact of advocacy. We ask 4 questions: **----- Start of picture text -----**
Is the persons VOICE being heard
What was the persons level of
by decision makers ?
INVOLVEMENT in the decision
making process ? Start
Never , a
. End
Never . Infrequen…
Infrequently Start Sometimes
= . ——
Sometimes |& [|] End Frequently
Frequently —
Always
Always es ——
What was the persons level of
Are the persons RIGHTS being
upheld ? CONTROL over the process ?
Never — Never a
Infrequently eS Infrequen… _
Sometimes F Sometimes eee
Frequently Frequently
es OO
Always Always
| hen
r Start ] End Start
End
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The graphs show there is a definite shift in all areas from never/infrequently/sometimes to frequently or always. As a result of our work people are more involved in the decision-making process, their voice is heard by decision makers, their rights are upheld and in the vast majority of cases the person had a greater level of control over the process. Advocates work really hard to ensure that people have as much choice and control as possible QPM Assessor In addition, we ask, at the end of each case: Did our involvement affect the decision made? - Is the person protected from abuse? - Did the person gain independence? - Is the person more confident to self-advocate? In all cases the answer was yes. 13 ## Vocal Training Vocal has always offered bespoke training courses, in advocacy awareness to local providers and the people who use their services. In this year we launched a pilot, funded with grant funding from the Lloyds Bank Foundation to enable us to provide training for a broad spectrum of people in a variety of subjects, including food hygiene, kitchen safety, cooking, gardening, personal relationships, money management, employability skills and advocacy. The pilot is very much in its infancy. However during this time, we have gained accreditation with AQA and collaborated with provider organisations to deliver a suite of 74 accredited training courses designed to empower individuals with essential skills and knowledge. Whilst ensuring participants receive a well-rounded education that meets accredited standards and fosters personal and professional growth. Through these courses, Vocal has supported 22 individuals gain the tools they need to succeed whilst demonstrating their own abilities to be proactive and impactful members of their communities. ## Feedback - Vocals training courses are great, lots of choice and fully accessible for those who have more complex needs. (Provider) - This makes achieving accredited training possible for all. (Provider) - I’ve learned lots of new things, I’m so proud of my certificates. (Student) ## Other Work ## Supporting other Organisations with User Engagement. Our service user engagement initiatives on behalf of other providers have increased this year. Local providers commission Vocal to facilitate service user engagement within their own organisations, this has included facilitating house meetings, completing satisfaction surveys, supporting people to attend and contribute to their organisational meetings where there is a focus on user engagement at a managerial level, and to support people to complete satisfaction surveys as part of the organisation’s quality monitoring process. Our team was also invited to support the Local Authority to facilitate community engagement events which will help to shape the local learning disability strategy for the coming years. ## Quality Assurance Vocal is commissioned by local providers and the Local Authority to complete quality audit work that enables them to monitor the quality of the service delivered. We complete ‘spot checks’ which take place at a frequency agreed with the commissioners, these can be unannounced visits where we spend time talking with the clients, staff and reviewing records. 14 We attend reviews if this is appropriate. We give both positive and negative feedback to the commissioners and the service providers, following our visits. This is particularly helpful to 'out of county' authorities who have placed people locally, where it is not cost effective for them to travel to visit the individual on a regular basis or for authorities placing people with complex needs who required additional monitoring. ## Our own Quality Assurance Vocal has systems in place to monitor and improve the quality of the service that is provided. In addition, at the end of each piece of work satisfaction surveys are sent out, the feedback we get is really positive. All the feedback we received confirmed that the people who used Vocal felt that their advocates listened to them and treated them well. All would use Vocal again in the future if they needed to. Any complaints received or concerns raised are thoroughly investigated and learning identified to ensure we can develop practice and share learning. The Quality Performance Mark for advocacy agencies (QPM) is a quality assessment and assurance system for providers of independent advocacy, it provides a robust benchmark to assess advocacy services. To gain the award organisations must complete a rigorous selfassessment, policy review and site visit by the assessor. The QPM is awarded to organisations who can demonstrate they are providing excellent services. Vocal achieved this award for the second time in October 2021. It is valid for 3 years. A copy of the report is available on request. ## Data Protection Vocal has policies and procedures in place to ensure the protection of personal and sensitive data. These are subject to regular review in light of the GDPR which came into effect on 25[th] May 2018 and the data protection Act 2018. ## Managing Risk Vocal policy and procedures ensure that risk management strategies are in place to support the staff and the organisation. These include safeguarding, safe recruitment, lone working, health and safety and environmental risk assessments. These are subject to regular review and updates. Operational risks are reviewed and monitored as part of the organisation’s strategic plan. Vocal Advocacy have developed a clear framework of policies in consultation with staff, members and trustees to provide a governance and management structure that enable the service to flourish. QPM Assessor. 15 ## Our Plans for the Future To continue to provide a high standard of service and support that meets the standards detailed in the Advocacy Charter and Code of Practice for advocates. To expand our income generation initiatives to provide sufficient income to enable us to continue to provide general advocacy beyond the life of the grant funding that is in place. To extend our offer to support more parents with child protection and for this support to be offered at an earlier stage in the process. To continue and expand our pilot to provide training that is valued and meaningful to the people who complete it. To continue to work with providers to accredit the support that they offer. ## Treasurers Financial Statement Vocal’s financial situation continues to be stable. We carried some of the Lloyds Foundation grant forward from last year investing it in income generating activities. We used Lloyds offers of support for organisational development well throughout the year. This support has been without cost to us and of enormous value. The Henry Smith funding for general advocacy continued to provide sessions in our traditional geography, we hope to expand this in the next year, the last year of this grant. The Devon Advocacy Consortium has been given a new contract to provide statutory advocacy from 2024, funding for Care Act advocacy is secure, for the next six years. This financial security will allow us to invest reserves in further development of our income generating activities, to fund our general advocacy provision. We will update the business plan in 2024; to give us short, medium and long- term goals for income generation to enable the organisation to provide all forms of advocacy in our catchment area, we will seek to expand the offer of general advocacy. ## Margaret Cushen ## Treasurer 16 ## Vocal Advocacy ## Organisatonal structure Board of Trustees Janet Regan Margaret Cushen Mary Dodson Jenny Lynch Chair Treasurer **----- Start of picture text -----**
Catherine Mundy
Chief Officer
Ruth Melbourne
Vocal Members
Administrator and
Experts by
Service User
Experience
Engagement
Helen Kidd Anne- Marie Lewis
Lead Advocate Lead Advocate
Statutory General Vocal Marketed Supporting
Advocacy Advocacy Training Services Parents
**----- End of picture text -----**
17 CHARITY COMMISSION FOR ENGLAND ANO WALES Vocal Advocac 1152778 Annual accounts for the period Penod 8t8rt dale erio en dale 01-Apr-23 To 31-Mar-24 Section A Statement of financial activities Re8trlctsd Income fund8 Recommended categorles by actlvlty Unrestrlctsd funds Endowment funds Prlor yoar funds Total fund8 Incomlng resources (Note 3 Income and endowmonts from.. F01 F02 F03 F04 F05 Grgn18 soi 140,658 29,273 140,658 29,273 102,200 9,578 Chari18bl& 8¢tivrtl08 Olh8r trading activitig Inveslmgnls S02 S03 S04 768 768 171 Separate mat8ri81 Itém of In￿Me Oth8r SOS Total Re8ource8 expendod (Note 6) Expendlture on: Ralslng fund$ Charitable act￿4t￿•s S07 ,69 170,6 S08 S09 158,797 158,797 106,583 S$parale material It8m of 8xpen other Total S10 S12 15 Net Incomel(expendlturel before Investment galnsl(Iosse8 S13 11,902 11,902 5,366 Not gainslllossesl on inv•stm8nts S14 Nat In¢omel(expendlture) Extraordlnary Item8 Transfers between funds Other recognlsed galn81(108888)'. S15 11,902 11,902 5,366 S16 S17 Galns and loss•s on f•valuallon of fixed a86e18 for th8 eh$rily'$ own use Othèr g8inslllosseBI Net movement In funds S18 S19 S20 1,902 11,902 5,366 Reconclllatlon of funds.. Total funds brought I0￿4rd rotal funds carrted lo￿ard S21 74,710 74,710 86,612 69,344 S22 Section B Balance sheet Restricted income funds Unrestrictèd funds Endowment Total thls funds year Totsl last year Flxed assets Intanglble assets Tangible assets Herltage a88ets Investments F01 F02 F03 F04 F05 (Note 15) {Note 14) (Note 16) (Note 17} Total flxed assets 801 802 645 645 891 803 B04 B05 891 Current assets Stocks (Note 18) Debtors (Note 19) Investments (Note 17.4) Cash at bank and In hand (Note 24) Total current assets B06 B07 12,148 12,148 5,120 B08 809 101,248 106,368 810 Credltors: amounts falllng due wlthln ono year (Nole 20) 811 6,498 6,498 32,549 Net curront a$sets/(IlabllltlesJ B12 73,819 Total assets less current Ilabllltles B13 74.710 Credltors: amounts falllng due after one year (Note 201 Prov181ons for Ilab511tle8 B14 B15 Total net assets or Ilabllltles Funds of the Charity Endowment funds (Note 27) Restricted Income funds (Noto 27) Unrestricted funds Revaluatlon reserve 816 86,612 86,612 74,710 817 B18 B19 86,612 86,612 74,710 B20 Total funds 821 74,710 Signed by one or Iwo Irustees on behalf of all the trustees Date of approval ddlmml Signature Print Name IL 7(Gc CC178 (Excel) 1.t •￿1￿￿nIOrR￿￿Mm￿wpmckn..A¢rnUnWr1IftdRo￿WJr¥ tycbwIJ•# Inth•UKDrdRW￿OIIrnknr* iFRS I02)w￿0n 11JUty2014 11til￿(FRs 102) FR$ IQZ.. Yrn 1.2 GDlno otino•m onum.. WnOroqGrounb•ronlltwoDii￿￿ th•accoUTh¥•￿thpr•a￿4n*frY l.J ol•oMunllnq p￿laY T￿ lccourlJy•￿￿Iqtru￿ ￿dI￿r%￿ar*￿o1CCo￿1rrfJP0u￿l￿￿rt0d •￿th￿l￿￿•#InnuWi I 1028ORn. NO" m•wthifvygirwrorfmbvgThbJprthdlnlh•r•poth¥ po￿￿ra.47FR8 101 SQRPJ. (lJth•Tr4kn¥rfth•prforpwtstrrnr.' 11gforMchprtorp•rtoOpf•A￿r•rf￿?￿lI¢¢w/ftty, wJpJufttolth•¢wT•¢rfon f¢rM¢h4¢counlJln•JSth Iwiir2024 Section C Note5 to tho accoibnt5 Nots2 Accounting policies Plgastr eomplg1& thi5 nglo when Tirstrewtlng underFRS2102. Sgclw 35 olFRS102, requlres 3 reconclll8llons to b& presented. Ifall8Tr appli¢oblè. 2.1 RECONCILIATION WITH PREVIOUS GENERALLY ACCEPTED ACCOUNTING PRACTICE Pl•a•• pmvld• • dèlerlptlon olthe nature of each chang? In accountln9 poIIcy Re¢onell*llon of funds p•rprnvlous GAAPIO funds d•t•miln￿und¥rFRs 102 stsrt of End of rtod p?rttsd Fund b8l•n¢g1 •• provlously •ts¢•d AdJustnMnt8.' Fund balanc• a8 r••tAt•d ¢on¢lladon olnel Incomrfn•t•xp•ndlluM) p•rprnvl¢ws GAAP tts Il•¢ Incom￿(no1 expgndtturn) underFRS 102 End ol Nèt Incomo11oxp•ndltur•l a• pr•vlou•ty st•tod Adlustm•nts.' Provlous ￿rI0￿ not Incom•ll•xp•ndltur•l •• r••lat•d CC17a IExcdl 1911112024 Section C Notes to tlie accounts Icoiiti Nots2 2.2 INCOME Accounting pollcI08 This st8nd8rdlistDf8ccounlingpolicies has b08n 8pplieLI by th& ¢harity•xcepllorlh0s8 tlcked'No"or'N/a". 8 dif18Trnf oraddiNon4lpolicyha$ b8en adopted Ihen ihis is det&iled in the box below. Rocollnltlon ol Ineom• T￿s• are Indud6d In ihè siaternent of FSnancial Actlvitles ISOFAI bvhen.. lh• charity beeomès entrtlèd to thè ￿soUrces". it 1$ mora likèly than not that the INstees will recelve the re8ources.' and the monet8ry v8lu& tan è• m&gsured wklh 6ufficlent Trllablllty. Ye8 No Nl8 There h85 been no oftseth.ng ol as8elB and Ilablllts"g¥, or intomè and èxpens￿. unkg&s requlrod or parmltt8d by the FRS 102 SORP or FRS 102. Ye8 No Nla Off•gttlng Yes No Nla Grants and don8ticn$ are only induded In Ihè SOFA wh8n the general Income recognSllon crilodg ar8 m6115.10 to 5.12 FRS102 SORPI. Gran¢• ond don•llon¥ In the case of performance related grants. Income musl onSy bo re￿￿ni?￿d lo th8 extont Ihal the ch?rity h?$ provlded the $pe¢ified goods or servlces as enlluement to th8 grant only ¢xcur8 when the perfomiance re18ted cDndillon8 8rg met15.16 FRS 1LJ2 SORPI. LggB¢les arè inc1ud8d in the SOFA whèn rècelpl is probable. that18. when the￿ has been grani ol piobats, the executor8 have established th81 Ih¢ty are ¥uffl¢l¢nt as8et8 In Ihg ?¥tato ?nd any condltlons #tta¢hod to Ih• legacy affj elther ￿thIn the conlrol olthe arSty or have been met. Yes No Nla L￿0¢1?11 Yes No Nla Yes No Nla Gov?rnmont grants Tho ¢h8dty ha$ re¢elvad oovèrnmanl Qmnts In th8 rnportlng perbod Glft Ald rgcelvable18 Induded In Income whert thèrè19 8 valld deeloralion Irom the donor. Any Gltt Ald amount rocov8r•d on a dona￿On Is consldered to be part ofth?I glft and l¥ treated as an addllon lo the Jame fund 8$ tho Inll81 doft8Won unl•ts th8 donor or Ih t•rms ol tho appegl hav6 8pedfi6d othemise. Tax rnclalm• on donAtlon• and glft• Yes Nla No Contr•¢tu•l In¢om• ind Thli18 only Induded In th• SOFA enco th• chartty provlded the related 9ood$ or pgrform8ncg rel•ted gerylce8 or met the perforni8nce related condltksn8. grants es la Yes No Nla Oonat•d good• Donated good8 are measured 9t falrvglue (the omounl forwhlch the asaet could be exchangèd) unlgJ$ Imprartlc81 If) do $0. The cojt cf any stock of gcoJ8 donated for dl•lrtbullon to bonèfits8rf0$ 1$ de8m8d te ba tha filr valuè of Ihouè glfts at thè t5mè of thèir r4c8lpt and they are recognlse(J on recelpt, In the reportlng ped¢Jd In whlch the stock8 are dl&tribuled. Ihey are r¢cogni$ed aA an éxpensè al tha carrylno amount of tha Sleeki At dlslrfbutlon. Don8led good8 for re881e are measured al falr value on initial r8CO9nllDn, which15 tha •Xpect￿ procteds from sale lèss Ihe •xpeclod costs of sale, 8nd re(￿nised In'lncorne from Othgr tradlng a¢llvits"98' %4lth the corwpondlng Stock r4eeon5#8d In tha b818nee 8hoel. On Ils salo th8 value of stock is Charged agaSn8t'lncome from other Ir8dlno 8ctlvlllèJ' and Ihg prrteed8 fr¢rn sale ¥rg 8IB¢> r¢¢oBniisd 88'lnccm8 Irom other tmding aclivilie8'. Yes No Nl• Ye8 No Nl¥ Ye3 ND Nla Go¢(J$ donated for on￿oIng use by the ¢hprfty 8re re￿ni￿ed as tangibl8 fiMd 88s•ts 8nd Included in the SOFA as incoming resources when re￿1Vable. Yes NO Nla Gbftl In klnd for u$0 by the th8rlty ar• Indudéd in th* SOFA 88 Income trom donalon8 when receivable. Oon¥tsd ••rvl¢oJ and Donale(t 3ervlces and la¢iiiies are Induded In th& SOFA when rwived At lh8 v8lu8 of the gift to the charfty provlded the value ol the olft can be me83ured relSably. Dongteo servlces and faeililios Ihot are consumed immed￿telYare re￿gnISed as Inwme with 8n equivalent arnount recognlsed aB an expenle undèr thè appropriata hèading In the SOFA. Yes Nla Ye8 No Nla Yes No N18 SupportCO8t* Tho charity hag ineurrttt èxpènditurè on iupport ￿$t$. Yes No Voluntserhelp The value ofany voluntsry help rer*Sved18 not Induded In the accounts but is dejulhd in the trus￿8, annual reptsrL Nla es Income Irom Intsre4t, royai¢i•$ and dlvlfl8nd¥ Thi$ Is Included In the accounts when recelp¢ Is probabl¢ and thg arnount receiva￿e Can be mea6uFed rellabty. Incomo from m•mb•r8hlp Mambershlp Subserfp￿onS racdved In the natur8 ola grfigr6 rocognl8ed In Don0￿0n3 •ub•¢rfptloni and Lrfacie•. 88 No Nl8 Momb•rnhlp 8ubi¢ilpllon8 *fil¢h al¥•A 8 m8mt4rth* rfohl to buyA•Nlc•s orothor e8 tonÉfits are recognlsed as inc4)mo èorned from the prowsw)n of g¢)ods and Ser¥￿e$ as incL)me frern chantable Actfvitigs. Settlement of Insurancè cl4lms Insurance claims are only included in tho SOFA when tho ganeral income recognition rileria are m6115.10 to 5.12 FRS102 SORPI and are induded as an item ofother Income in the SOFA. es No Nl8 Investmènt galns and 1081 Thls Ineludes any realised or Un￿all59d g81n$ or losses on th8 8a18 of Investments and ny a81n or los$ re8ultlng fr¢rn revaluing Investrnenls to market valué At the end of tha yèar. Yes Nla 2.3 EXPENDITURE AND LIABILITIES Ll•blllty fgcognltlort Llablllliej are recognllled ￿erest 58 moré Ilkdy than not that there is a leuHI or ¢on3trucli¥e obllgalion (*mmitting the charfty to pay out resour￿$ and the amount of tha oblig81ion c8n be measured vAth reasonable certalnty. Support cost8 have been allocated betyveen govem8ncg CQ$t6 and othar support Governanee costs comprise all costs Invofving pUbl￿aC￿0￿n1&b1I￿ty olthe d)artyand Its ¢ompliance with regulation and good practtce. Ye8 Nla aov8rn¥n¢• and •upport olts Support costs Include central functlony and have b88n allocated to aclivity cost C81egorles on a basls eon8i8lenl wllh the use of resourceg. eg 8110￿lIng property ¢o1ts by fi¢orarea8, or parcaplts, $tsff ¢0$18 by Ihe ts'ma spont and oth8r co$ts by thelr u8ag¥. Yes No Nla Gr4nt• wlth ￿rforM￿n¢0 ondlUon• Where th• chBdty gSve8 8 granl wllh condlllons for ilj paym8nt bolng a $pecllSc levol of Ic8 or ovtput lo ￿ provlded, suth gr8nts are only recognl$8d In th8 SOFA once the Iplent ofth• grant ha8 provtdéd the spedfied S￿leS or output. Where there are no con(Sllions attachlng lo th8 grant that enables thè ¢Jonor chartty to r•allstlcAIty avold tha commltmenl, 8 Iwbility for Ihe full funding obligatbn mu$¢ reco9nlsed. es QT•nt• payable wltho pgrfornianc• condltlon• Yes No Nla R•dtsnd¥ncy co81 The ch8rfty made no r8duné4ncy payments durtno the reportlng Ferfod. Yes Nla Dèf•rred In¢omo No mat•rial Stem ol d•tsrr¢d Incorne h88 b¢en Induded Sn the a¢¢ount8. Yes No Nl8 Cr*drtor8 The chartty hab cmdllor8 whlch me88ured al 8•ttlarn#nl •mounts1888 any trade dlscounts e8 No Nla A Ilab1111y 1$ me88ured on ffj¢oonltlon al 518 hlitort¢81 w818nd Ihgn $ubBequ8nt Provl•ton• for Il¢bllW•• m888ured at th8 bgst 8811rnat• olth? amount rBquir8d lo Betue th& obllgaiion Bt th• reportlng dole The charity aecounts for bailc financlal Inglnjmenls on Inltlgl r8c¢gnllon a8 P8f P8ragraph 11.7 FRS102 SORP. Subsequent maaiuremenl Is as par paragraph8 11.17 to 11.19, FRS102 SORP. Yes No Nla Baolc fln•nelal In8tNmentg Yes No Nl 2.4 ASSETS Tanglble flxed a8#0ts lor The￿ ara e4pitsll8ed Ilthey ¢on be u8ed for rnore than one yegr, 8nd at least u•0 by ¢hirlty They ar• valued at eo8t. Yes No Nla The depreC￿atIon rates 8ncS malh¢ds used gra dlscloBed in not8 9.2. Th8 chaNty has Int8nglble fixed aJ¥otJ, that 16, non-monetary as981s Ihpt do rK•t hiv• phy8lcal sub818nce bul 8w i¢enlifiable and are controlled by Ihe charlty through cvsltrjy or legal rights. The 8morUs8lion r8le8 and m&lhod8 u8ed are #i￿10$ed In note 9.5 Intsn9lblg fflxod a•￿tI Yes No Nla Thoy are valued 81 oj81. es The Charity haB herit￿• assets, that Is. non.rnonetary 88S¢¢8 hl3toric, arU81¢, sdenlific, leehnologlcal. geophysical or environmentsl qu81ilies that are held and malnt81ned princlpally for thelr contribullgn lo kn0￿edgtr and culture. The dgpreclation r8198 #nd methods UBed a6 dlgclosèd In note 9.8.1.4. Ye8 No Nla Yes No Nla TW are val￿d atCQ8t. Investment• Fixed 88set Invesiments In queltd Bhares. tracled bDnds and slmllgr Inve51menls ara Vglued al inillally al cost and $ub$equenlty at lalr value (their market vsluel at the year end. The same treatment ly ¥ppliecl to unlisted investments unlejs f81r value ￿nn0t be measvred rellably in whlch case it 15 m88sured 8t coit less lrnpaimienl. In￿tMentS held for rwle or pandlng Ihelr sale and ca$h and cash aqurvabnts￿th A m8turtty datè tsf1958 than 1 ￿ar are treated ag c#Jrrentag8•t inva$iments Yes No Nl8 Yes Nla stock8 gn(t work In progr¢•$ Stocks held lor sale a8 partof non-charitable tra(Je are mèasured at tha lov￿ or cost or nèt mali8abb valua. Yes No Nla Goods or 3erylc4s prO￿ded as part ora ch8rftable actlvlty are rnea8ur8d At nel reali88b￿ value b¥Jed on th• AèNiU Potential provideol by ilema of Btwk. e8 No Nl8 Work In pffjor88818 valued at coot leu 8nyforeJeeabk81080 thall& Ilkely to o¢oJr on th• ¢ontract, es No Nla Debtors Ilndudlng trade debtors and 1ts8n5 recèivab￿) arè rnea8ured on iniDal recogn￿￿On at Settlement arnount 8fter any tr8de dI8counts or amount advanced by the charty. Subsequ8nlty, they are measured al the cash orother eon&der8tion expected to be received. Yes No Nla D•btoYs The charfty has has inv•strnents which it holdj for ￿Sale or pending their 88le and CBsh and cash quiva18nt5 %Sith 8 maturity date less than one year. These includè cash on deposrt and c4sh equivalents with a maturity date of les$ than one year held for investment purposes tslher than lo meet short lemi cash cornmltments as Ihty fall due. Yes No Nla Current a88Ot Inv08tm•nt• Yes Nla Thay ar¢ at fair value except where they quality as b&s￿financ￿al In$trum•nts. POLICIES ADOPTED ADDITIONAL TO OR DIFFERENT FROM THOSE ABOVE Section C Notes to the ac¢oLints Icontl Note 3 Analysls of Income Refjtrl¢ied UnT8*trtct8d In¢om EndowThnt fvnd fvnd fvnds Totsl fund8 Prforyur Anal $18 ifts Grants: Donations and Gift Aid Le acies General grants provided by govgTnmenVother charilie$ Membership subscriptions and spon$orships which are in substance donations Donated oods, facilities and servicgs Other ,543 574 ,54 574 1.17 538 137.541 137,541 100,490 Total 140,658 140,658 102,200 Charltabl• actlvltl88: Miscellaneous small advocacy contracts and 29,273 29.273 9,354 Fundraisin events Other Totsl 29,273 29,273 9,578 Oth•r tradlng actlvities: Small lottery Other Total Income from Invo$tm•nt•: Interest in¢ome Dividend income Rental and le8sin Other 768 income Total 768 soparnte matorlal ltsm of Income: Total Oth•r: Conversion of endowment funds into income Gain on disposal of 8 tsngible fixed asset held for chari s own use Galn on disposal of a programme related investrnent Royalties from the exploitation of inl$llectual ro hts Olh8r Totsl TOTAL INCOME 170699 170699 Oth•r Inforniatlon: All Incomo In th• prlor y￿r was unreBtrSctod •x¢•pt for: {pleo10 provld• d•8crlptSon and 4mouni81 Whom any •ndowm•nt fund Is convert•d Intr+ In¢omg In the r•portlng p•rlod. ploa8• glv• th• r*4¥on for tho convgr•lon. Wh•r• #ny •ndowmont tsnd ￿ conv•rt•d Into Income In tho prlor pgrlod, pl8A8• glvè tho ro8son for tho Con￿ls1on. Wlthln tho Income 11om$ Above tho tollowlng It•m¥ ar• m*t•rl•l,' Ipl•••• dl•Glo•• th• nAtur•, •mount and any prlor y•ar •mount•l CC17a (Excell 1911112024 Section C Notes to the accounts Icontl Note 4 Analysis of receipts of government grants Thls year Oescrl tlon Local authority advocacy contracts Local authorlty coronavirus grants Government grnnt 1 Govemment grant 2 Government grant 3 Other 69,638 Total 69,63 Last year De8¢rl tlon Local authority advocacy contfacts Local authority coronavirus grants Govornmont grant 1 Government grant 2 Government grant 3 other 62,843 Total 62,843 Th18 ear Last ear Please provlde detalls of any unfullllled condltlons and other contlngencles 8tta¢hlng to grants that have been recognlsed In Income. Thl èar Last ear Please glve d•tall$ of othor form$ ol govemment asslstance fmm whlch tha charlty has dlrecfly beneflted. CC17a (Exc411 1911112024 Section C Notes to the accounts (conti Nots5 Donated goods, facilities and services Thls year Last year Seconded staff Use of property Other Thls year Last ear Please provlde dota118 of the a¢countlng pollcy for the rocognltlon and valuatlon of donated goods, facilitleg and 8ervlco8. Plea86 provlde detallg of any unfulfilled condltlons and othar contingencies attachlng to rasourc88 from donated goods and services not recognised In Income. Please glv8 detalls of other fomis of othor donated good8 and 8oNlces not recognlsod In the a¢counts, og contrlbutlon of unpald voluntoorn. CC17a (Excal) 1911112024 Section C Notes to the accounts Icontl Note 6 Analys18 of expenditure Thls year Lè8t yoar Ro•trlctsd Incor funds Unmtrfeied R88trfct•d fund• In¢omg fund• Endowm•DI funds Unro8trl¢tsd fund• Endowmont fuDd8 Tot41 funds Total fu#d• An•ly818 Ex gndltuye on ralsin funds: Incurred seeking donations Incuryed seeking legacws Incufred seeking grants Operating memb$r8hip schemes and social lotteries Staging fundraising events Fudrai¥ing agents Operating charity shops Operating a trading company undertaking non-charilable trading 8cIivi Advertising. marketing, direct mail and ublici start up costs incurred in generating new Source of future incomo Database development ¢ost8 Other trading activities Inveslmanl managem9nl costs.. Portfolio mana emenl ¢08ls Cost of obtaining invg$tmenl advice Invgstment admini51ration cost8 Inlelleclual property Ilcencing ¢osls Rent collèction, prop8rty repair8 ond maintenance charges Tolal oxpondEturo on ral8lny fund8 Expènditurn on ¢harltsbl• actlvltlè8: DiTe¢t advocac C0518 Indirect advocacy costs, general and administrative expenses 104.738 104,738 44,870 44,870 Total expendlturo on ch4rltsble actlvlti08 158,797 158,797 106.583 106.583 arats materlal ltsm of èx en89 Totsl Other Total other expgndlture TOTAL EXPENDITURE 1 S8,797 106,583 106,58 othgr Inforniltton: Analy•l8 ol •xp•ndltur• on charltsbl? acdvltles 1911112024 CC17a (Excèll Th18 Grgnt fundlng of a¢tlvltle• ear Last Gr•nt lundlng of •¢tlvltl•8 •ar Actlvltlo8 undertak•n dlrg¢ti Support Co•ts Totsl th1• y•Br Actlvktle undert•k•n dlrnetl Actlvlty or programmb Support Co8ts Total la•t y••r Actlvll 1 Activll 2 Other Totsl CC17A (Exc811 1911112024 Section C Notes to the accounts {cont) Note 7 Extraordinary Item8 Please explaln the nature of each extraordlnary ltsm occurrfng In the parlod. Th18 year Last year Descrl tlon Extraordlnary Item 1 Extraordlnary Itam 2 Extraordlnary Item 3 Extraordlnary Itom 4 Total extrordlnary ftem8 CC17a (Excel) 1911112024 Section C Notes to the accounts Note 8 Funds recelved as agent 8.1 Please complete Ihls note if the charlty has agreed to admlnlstsr the funds of another entlty as Its agent. Note.. Ma charity Is actlng as an ag8nt, it should not recognlse the Income In the Sfatement of Flnanclal Actlvltles or the Balance Sheet. Amount recelved Amount pald out Balanc8 held at erlod end De8crfptlonlname of party Relatsd party (Ye8 or No Thls year La8t yoar Thls yèar Last year Thls year La8t year Total 8.2 Where a consortla or slmllar arrangement exlsts whereby 2 or more charltles co-operate to achleve economles In the purchase of goads orservlcesi please dlscose detalls of any balances outstandlng belween any partleipatlng members. 08scrfptlonlname of party Balance h8ld at This year eriod end Last year Total CC17a IEx¢el} 1911112024 Sèction C Notes to the accounts Note 9 Support Costs Please complete thls note If the charity has analysed its expenses using activity catsgorles and has support costs. Th18 year support cost (examples Ral8lng fund8 Actlvlty 1 Actlvlty 2 Actlvlty 3 Grand totsl Bas18 of 4llo¢atlon {Dg8crlbe method) Governance other Total La8t year upport cos 18xam 188 un ¢t ct ran tota a8 ocat on {De8crlbe mgthodl Governance Other Total Please provide details of the accountlng pollcy adopted for the apportionment of costs belween activltles and any estimation techniques used to C81culate thelr apportionment. CC17a (Excell 1911112024 Section C Notes to the accouiits Nots 10 D8tsi18 of certain item8 of expenditure 10.1 Fees for examlnatlon of the accounts Please provlde detalls of the amountpald ft>r any statutory external scrutlny of accounts and other servlces pmvlded by your Independenl examlner. ff nothlng was paldplease enter V, In the 8pproprlate box(es). Th18 year Last year Independent examlner's fee8 A8suranc8 servl¢o8 other than audlt or Independent oxamlnatlon Tax adv180ry fee8 Other f8e8 (for example.. flnanclal advlce, con8ultan¢yi accountsncy 80rvlco8) pald to the Independent axamlner CC178 IExc811 1911112024 Section C Notes to the accounts (cont) Note 11 Pald employees Please complete this note if the charity has any employees. 11.1 Stsff Costs Thls year Last year Salarles and wages Soclal securlty costs Pension costs (deflned contrlbutlon scheme) other employee beneflts 125,731 82,715 4,534 1,028 Total staff costs 130,265 83,743 Th18 year: Please provide detalls of expendlture on staff worklng for the charlty whose contracts are wlth and are pald by a related party Last year: None Please provide detslls of expendlture on staff worklng for the charlty whose contracts are wlth and are pald by a related party None Pl&gse glve details of the number of employees whose total employee benefits (excluding employer pension costs) fell within each band of £10,000 from £60,000 upwards. If there are no such transactions, please enter Yrue, in the box provlded. No employees recelved employee beneflts (excludlng employer pension costs) for the reportlng period of more than £60,000 TRUE Band Number of employees Thls year Last year £60,000 to £69,999 £70,000 to £79,999 £80,000 to £89,999 £90,000 to £99,999 £100,000 to £109,999 Thls year Last ear Please provlde the total amount pald to key management personnel (Includes trustees and senlor management) for thelr servlces to the charity. For speclflc amounts paid to trustees, see Note 28. CC17a (Excel) 1911112024 11.2 Average head count In the year The parts of the charlty In whlch the employees work Thls year Number Last year Number Total 11.3 Ex-gratla payments to employees and others (excludlng trustees) Please complete If an ex-gratla payment Is made. Please explaln the nature of the payment Thls year Last year Please state the legal authorlty or reason for maklng the payment Thls year Last year Thls year Last year Please stste the amount of the payment (or value of any walver of a right to an asset) CC17a (Excel) 1911112024 11.4 Redundancy payments Please complete If any redundancy or termlnatlon payment Is made In the perlod. Thls year Last year Total amount of payment The nature of the payment (cash, asset etc.) Thls year Last year The extent of redundancy fundlng at the balance sheet date Please state the accountlng pollcy for any redundancy or termlnatlon payments CC17a (Excel) 1911112024 Section C Notes to the accounts {contl Note 12 Defined contribution pension scheme or defined benefit scheme acGountsd for as a defined contribution scheme. 12.1 Please complete thls note If a defined contribution penslon 8¢heme Is operated. Thls y8ar Last year Amount of contrlbutlon8 racognisod In the SOFA a8 an expense Please explaln the basis for allocating the Ilablllty and oxpenso of defined contrlbutlon ponslon scheme between actlvltles and betweèn restrlctsd and unr88trlcted funds. 12.2 Please complete thls sectlon where the charlty partlclpates In a d•flned beneflt penslon plan but Is unable to ascertaln Its Share of the underlylng assets and Ilabllltles. Plea80 conflrm that although the 8ch8me Is accountsd for as a dellned contrfbutlon plan, It18 a deflned benefit plan. Please provlde such Informatlon as18 avallable about tho plan's surplus or deficit and the Implications, If any, for the raportlng charlty for th18 year and last year, If dlfforent 12.3 Please complete thls sectlon where the charitypartlclpates In a multl.employer deflned benefit p•nslon plan that Is accountsd ftiras a deflned contrfbutlon plan. Describe the ext8nt to which the charfty can be liable to the plan for othèr entitles. obllgatlons under the tenn8 and condltlons of the multlryemployer plan. If thls Is dlfforent for last yaar, provide details Provlde an explanatlon of how any liablllty arlsing from an agreement wlth a multi•mployer plan to fund a deficlt has been detemilned. If thls is dlfferont for last year. provlde details CC17a IExrAII 1911112024 Section C Notes to the accounts Icontl Note 13 Grantmaklng Please complete thls note Mthe charlty madè any gr8nts or donatlons whlch In aggregate form a materfalpart of the charltable actlvltles undertaken. This year: 13.1 Analysls ol grants pald {Included In cost ol charltable actlvltles) rant8 10 Instltutlons Analy818 Grants to Indlvlduals Support C08ts Totsl Actlvily or project 1 Activlty or project 2 Aclivlty or project 3 Aciivlly Of prolecl 4 Total Plèaso ontor"Nll" If the charlty doa$ not Identmy andlorallo¢até 8UPPOrt costs. 13.2 Grants mada to In8tltutlon8 Please pmvlde detalls of charltys URL. My Charfty has made grants to partlcular Instllutlons that are materlal In the context of Its grantmaklng. Detalls of the Institutlon supported, purpose of thè grant 8nd total p8ld to each Instltufion Is avallable on the charlty s web slte. No Pmvlde dotalls below Names of Instltutlon Purpo89 Total amount of rants ald £ Total grants to Insdtullons In reportlng perlod Other unanalysadgrants TOTAL GRANfs PAID CC170 {EX￿1> 1911112024 Last year: 13.3 Anal 818 of rants ald Included in cost of charltable actlvltle8 Grants to Instltutlon8 Analysls Grants to Indlvldual8 Support costs Total Activity or project 1 Activity or project 2 AGtivily or project 3 Activity or projèct 4 Total Please enter "Nll" If the eharlty does not Identlfy and/or allocato support costs. 13.4 Grants made to In8titutlon8 Please provlde det8115 of charttys URL. My charlty has made grants to partlcular Instltutlons that are materlal In tha contéxt of Its granlmaklng. D8talls of the Instltutlon supported, purpose of the grant and totalpald to each Instltutlon Is avallable on the charfty's wob slte. No Pmvlde dotalls below Name8 of In8lltutlon Purp080 Total amount of rants ald £ Total grants to Instltutlons In rnportlng perlod Other unanalysed grants TOTAL GRANTS PAID CC17a (Exul) 1911112024 Section C Notes to the accounts (conti Noto 14 Tanglbl• flxed assets Please complete th1$ note If the charlty has any tanglble flxed assets 14.1 C08t Of valuatlon Freehold land & bulldlng8 other land & bulldlng$ Plant, m•Ghlngry and motor v•hlcl Flxture¥, fltting8 and oqulpment Total Al the beginning of the year Additions 13,597 220 13,597 220 Revaluations Disposals Transfers ' At end of Ihe year 13,817 13,817 14.2 Depreclatlon and Impolmients Ba818 SL or RB (Straight Line or Redts￿ng Balance) SLorRB SLorRB SLorRB SLorRB Rale SL-25% At beglnnlng of the year Dlsposals 12,708 12.708 Depreciation 466 Impaimient Transf8rs' Al end of the year 13,172 13,172 14.3 Net book value Net book value at the beginning of the year 891 891 Nel book value al the end of the year 645 645 CC178 (Exc41} 1911112024 14.4 Impalmient rhls year.. Pleasè pmvlde a descrlptlon of the events and clrcumstaneès that led to the rncognltlon or reversal of an Impalrment loss. Lastyear.. Please provlde a descrlptlon of the èvènts and clrcumstancos that lod to the recognltlon or rnvorsal of an Impalmient loss. 14.5 Revaluatlon Man accountlng pollcy of revalu8tlon Is adopted, pleasèprovldo.. the effectlve dato of the revaluatlon Thls ear Last ear the name of Independent valuer, Mappllcablo the methods applled and slgnlflcant assumptlons the carrylng amount that would have been re¢ognlsed had the assets boon carrled under rhe cost model. 14.6 Other dl8clo8ure8 Th18 year Last year (l) Pleas• state tho amount of borrowlng costs, Many, capltallsed In the constructlon of tanglble flxed assets and the capltallsatlon rate used. (11) Please provlde the amount of contractual commltments for the acqulsltlon of tanglble flxed assots. (111) Detalls of the exlstence and carrylng amounts of property, plant and equlpment to whlch the charfty has restrlcted tltle or that are pledged a8 securlty for Ilabllltles. The 'Yr8nsfers' mw is for mov8menls b8tween fixed 8sset categories. . Please indic8t8 thè method of d&prncialion by deleling the method not 8pplic8ble (SL = straight line, RB - reducing balance). Also please indiG8te the rate of depreciation.. for straight line, what is th8 anticipated life of the asset {in years),. for reducing b81anGe, what is the percentage annual deduction. CC17a (Excall 1911112024 Nat• 1J Toti ofth•y••r 1&2•jnllrtknl￿n1nd hrwlnnDnt• WRB orR eLorPB $LoiR8 rsLlor rRB? TrArAf•M' 10.¥ll•tbookvDP Nètbllok￿lUD￿thIb￿knr olth•pir Nétblloky￿UD￿￿••￿01th• PthYdmfwth•r•oo￿on of•nNc4itt•f LMty••r. 1&oR•￿1￿1 LI￿Y￿r th•￿•fIb￿n¢•JrfIdunrt•rth•COlID￿o* 11,71)thrdllc￿￿uf Ih••M•l. IAf11rkn24 Sèction C Notes to the aecouiits Icontl Nots 17 Invgstmenl a88ets Pleaso ¢ompl•tè th18 note If the eharlty has any Investm￿£ as8•ts. 17.1 Fixed a888ts Inv•8tm8nts {plo480 provlde foi •ach class of inve8tsnentl Caoh & cash equlvalents Llsted Invatm•nts Irweotment proport10s Socl?I Inv88tmgnts Othgr Totsl cal￿ng (falrl value al beglnnlng of period Add.. 8ddlllons lo Inveslmgnls during period. Loss.. dlspos818 at carrylng v81ue 101,248 101,248 L•$8.' Imp8lrmonts Add: R•vorsal of Imp8lrni•nt• Addlld•duct): transfer Inlloull in the perlod Addlldgduct): nel galnlllos81 on rev8lu8llon Carrylng Ifalrl volue al end of yeor 20,931 20,931 80,317 80.317 'Ple889 Jpoclfy addltlons rnsultlng from acqu181tlon8 through bu8lne•s cornblnatlon8,11 any. Pl￿se note that F4lr Value In thls ¢ontext Is th• amount for whl¢h an •ss•l couldbe exchanged betW￿R knowl•g•ble and wllllng partles In an ami s length trnns&ctlon. For tradedse¢urltlg5. the falr value Is the v•lue gf the securtty quoled on Ihe London Stock Exch4nge Dally Offlcl&l Ll$l or 8qulval•nL Forothqras8et8 wh•rn thern Is no morlt•tprlce on o tra0￿M￿rt(9 It IJ the truste￿. (v valuors'lJ•st osdmolg of f•lr value. 17.2 Plea8e provldo • breakdown of Inv881ments ohown abovo •gr•olng wlth th• balance sh•ot row B04 dlfferentlatlng betweon th080 held at falr valu• and th03• hold at cost1088 ImpalrnwnL Thls year: An•ly818 of InYe8tments F•lr valu• atye•r 9rtd ¢o#t1088 Impalrment Cash or ca•h •qulv•lents Llsted Invotytmonth 60,317 80.317 Invg8knent propgrt1gS Soclal Invo8tm•nt¥ Other In¥￿tM*￿ts Totsl 80,317 Grand totsl (Falr valu& atyojr gnd+Co•t1o$6 Impalrrn•nti 80,317 L•8t ygar.. Anaty818 of InvestJnont8 Fjlrvalue at wrènd Cmt ka88 Impalrmgnt Co•h or cash oqulw•lonts Ll8t¢d Invo8tmgnt8 101,248 101,246 Inv•$tm•nt proportlè• Soclal Inv¢stsnonts Othor Inv••tm•nt• Total 101,248 101,248 Orind to¢al {F•lr v*lu• •t y••r •nd+Co•t l•M Imp•lrm•nti CC17a IExc•ll 1911112024 17.3 11 your charfty hold8 Inve8tment propertle81 please comploto th& followlng nots: Th18 year Last year 111 Explaln th• mothods and $lgnlfi¢ant a$sumptlon8 In detormlnlng tho lilr value ol In￿stMent proporty held by the charlty 1111 N•me or Indop9ndont voluor, 11 applleabl•, #nd rg1g¥*nt quallll¢)tlon$ 1111) Provlde dgtall• of any roBtrlctlon• on tho *blllty to r•all8• In¥￿tment prop•rty or on thg remlttancg of Incomg or dl8PO8al procood• {Iv? Explgln any contractual obllgatlons for tho purchase, con$tiu¢tlon or d•v•lopmont of Inv98tment proporty or for r•palr8, malntgnan¢• or •nhancem•nts 17.4 Ploa•• provldo • brfrakdown of currnnt as8et Inve8lments, If appllcablo, agrnolng wlth th• b4l•nco 8heoL Anal￿18 of current a•••t Inv••tm•nts Th1• yo•r L••t ￿ar Cmh or ca•h •qulvol0nts Ll#t•d Invo¥tm•nts 80,317 701.248 Invggtmoni prop9rt1ob Soclal Inv••tments Oth•r Snv•8tmont• Total 80,317 101,248 17.6 Guarantee8 Th18 ear Last Pr￿¥• provld• d•tall8 and •mount of any uuarantso made to or on of a thlrd party Namg of thg ontlty or èntitl•8 b•noflttlng from th￿• guarantegs pl￿8? •xplaln how tho guarjntee furthern the ch•rlV$ •lm8 CC17a IEx¢o11 1911112024 17.6 Concesslonary loans D•s¢rlptlon Th18 yejr £ LoBty•ar£ Amount of con¢ob8lon¥ry lo•n8 m•d8 {Aluftlp ns mode maybe dlsclos*dln 8pgreq&to provldod tlwl such oggregatlon does not obsure slgnmlcanl Infomiouonl. Total De&¢rlptlon ThlB y84r£ La8tyg•r£ Amount of conc98slonary loan8 r•¢•lvod (Me￿￿pIe loans r￿e1ve6 may be dls¢losédln èggrogat• provldefl th•1 such 8ggrngBtlon do•s notobsurn sINnlll¢4ni inlormotlonj. Totsl Th1# y•ar La¥t y•ar T•mis and ¢ondltlon• ￿ Int•ro8t r•t•, 8ocuvIty provld•d Valuè of any conces8lon4ry lo•ns whlch h•v• b99n commlttod but not taken up ot tho roportlng Amounts payabl• wlthln l year Amount• payablo aft•r mor• than 1 yoar Amounts rn¢glvoblo wlthln 1 year Amounts roc•lv•blg oft•r morn Ih*n 1 y•ar 17.7 Addltlonal Infomiatlon Th oar Last Ple•$0 provld8 Informatlon about thtr slgnlfft¢an¢o of Invosim•nt8 to the ¢horlty'8 flnanclal po8ltlon or porforniancg gg. t•mi8 and ¢ondltlon$ ol loan8 or thg u80 of hgdglng to m*n•g• Ibnanclal rl8k. For all InV￿tmontr moa•urod •t talr v•lu9, tho basls for dotgrmlnlng th• v•luo, In¢ludlng any a88umptlonB appllod wh•n u8lng 4 valygtlon tgchnlquo. Whorg • charlty has provld•d Ilnanclal a880ts a• a fomi of Securlty. tho carrylng arnount of tho Ilnanclal 888•t pl•dgod as Sgcurfty and th8 tornis and condltlon5 relatlng to bts pl•dg¢. CC171 IEx¢dl 1911112024 Section C Notes to the accounts (cont} Note 19 Debtors and prepayments Please complets thls note If the charlty has any dobtors orprepaym•nts. 19.1 Anaty813 of debtors Th18 year Last year Trade debtor8 10,687 1,462 12,149 3,453 1,667 5,120 Prepayments and accrued Income Other dobtor8 Total Please complete 19.2 where a matorlal debtor Is recoverable more than a yaar after the reportlng date. 19.2 Analys18 of debtors recoverable In more than 1 year (Included In debtors above) Th18 yoar Last year Trade debtors Prepayments and accrued Incom• Other debtorn Total CC17a (Excel> 1911112024 Section C Notes to the accounts {cont) Note 20 Creditors and accruals Please complete thls note If tho charfty has any credltors or accruals. 20.1 Analys18 of credltors Amounts falllng du8 wlthln one year Th18 year Last year Amounts falling due after more than one year Thls year Last year Accrual8 for grants payable Bank loans and overdrafts Trade credltors Payments recelved on account for contracts or performance-related grants Accrua18 and deferred Incomè Taxatlon and soclal 8ecurlty Other credltors 4,100 32,202 2,398 347 Total 20.2 Deferred Income Please completa thls nots If tho charlty has d8farred Incom•. Thls ear Last ear Please explaln the rnasons why Income Is deferred. Movement In deferred Income account Thls year Last year Balance at the Start of the reportlng perfod Amounts added In current perlod Amounts released to Income fmm previous period8 Balance at the end of the reportlng period CC17a (Ex¢61) 1911112024 Section C Notes to tlio accounts l¢oiitl Note 21 Provlsions for Ilabllltles and charge8 Pleas8 complots ¢hls nots If you have Included In charfty ￿pendI1￿re onypmvlslons. A pmvlslon Is mado when thg chorfty has a Ilablllty of uncertaln tlmlng oramount 21.1 Movements in recognl•ed provl8ion• •nd funding commltmont durlng the porfod Th18 yoar L88t y••r Balanco ot tho 8tsrt of tho reportlng perlod Amount8 added In currnnt p•rlod Amount8 charged agalnst the prov581on In the currnnt perlod Unu88d amounts revornèd durlng the perlod Balanc8 at the ènd of th• reporting perlod 21.2 Pl￿8• provld•: brl•f de8crlptlon of any obllgAtlon• on tho balan¢• ohoet and tho expected amount and tlmlng ol r•$ultlng payments; Th18 La8t Oar . 4n Indlcatlon of tho uncortalnll08 aboul tho amount orllmlng ofthoofj outhows; And - tho amount of •ny expected relmbur88m•nt, ststlng the amount of any a8¥ot that ha8 been recognlBed for th•t expoctsd relmburnem•nt. Thls •ar La$t oar 21.3 For #ny fundlng commltment that18 not recognS88d a¥ a Ilabllity or provlslon. provlde dots118 of commltment made, th• Ilm9 trame of that commltment. any perfornian¢è-r8latsd condition8 and dètails of how the commliment w511 bè fundgd (with contracts for capital &xp•ndSture 8eparately Identffledl. 21.4 Where unre8tr1ctsd funds have been deslgnatsd to a fund commitmen( plea8è di8GIo39 the nature of any amounts dgsignated and the Ilk•ty fjmlng of that expondlturn. CC17a (Excell 1911112024 Sectioi) C Nolos to tl)e accoiiiits Note 24 C48h at bank and In h•nd Th1• y•ar Last y•ar short torm ¢a•h InveBtmonts110•8 than 3 month• maturlty date) Short tomi dgpollts Ca8h at b8nk •nd on hond Othgr Total 80, 101.248 CC17a (Exc411 1W1112024 111111111111 111111111111 111111111111 IIIIIIIIIIIA 111111111111 111111111111 111111111111 111111111111 Iiiiiiiiia 111111111111 Section C Notes to the accounts Note 28 Transactions with tru8le88 and relatèd partie$ Iltho charltyh•s any tsansactlons wllh relatedpartles (olher than the trustee èxpenses explalned In guld8n¢e note$J detslls ofsuch transactlons shouldbg pmyldedln thls note. Kthere arg no tran￿¢110￿$ to report. please enler"Truo" In th• box or "False" If thorn arè trans8cUons to report 28.1 Trustse remuneratlon and beneflt8 Th18 year Nono of tho tru8toè9 hav• bogn pald any r•munoratlon or roc•l¥•d any othor b•nollt8 from on gmployment wlth th05r charlty or a rgtatsd gnuty ITruo or Falso) TRUE In theperlod the charlty ljas pald trustees ramUnern￿On andbenefits. Pl•&$8 glve the amount of. and leg8lauthorlty for, •ny rgmunerntlon orothw beneflts pald to • Irustee by the chartty oranylnstltutlon orcompany connected wlth IL Amount8 pald or bgnotit v•luo L•gal authorlty l•g ord•r* govornlng documont) R•mun•r￿om P¢nilon ontrlbutlon Rodundancy Ilncludlng I￿• of Oth•r TOTAL Namo ol trusto9 ro¢la Pl￿80 glve delalls ofwhy remunerntlon orolher mployment b•n•ftts wer•pald. Whern an ￿ grat1• paymenth•s been m8de to & trust•e, provlde an explanatlon ollhe naluro oltho wym•nt, La8t y8•r Non• of thtr tru#tO98 hiv• boon pald any femuneratlon or re¢•lv•d any oth•r b•n•fSt8 from an employment wlth thelr ch•rlty or a relatgd ontlty ITrug or Fal8•} TRUE In the perlod the charfty h8s yld truJte•8 remunernllon and b9n•fi￿ PIMJe glve the amount ol. and18gal authorlty for, any rnmunerauon or otherben•llts pald lo a tru¥l•e by th• charlty or•ny Instllutlon or ¢ompany eonne¢t•d wllh IL Amounts pald or bonofft valu8 Logal •uthorlty1og ordor, gov•rnlng documonti R•mun•ratlon Pgn$lon ¢ontrfbutlon Redundancy Ilncludlng loBs of officg11?x gratla Oth•r TOTAL Name oltru8t•• Please glve det411s of why rnmuneratlon or other nployment bonefits wern pald. Vhorn an ex grntl• pJYnmnth￿ b8•n made to a tnM¢e•. pmvlde On •xplanadon olth• n•tur• of th• payment. CC17a IE¥¢all 1911112Q24 28.2 Tw8t•o8' •xp&n8 Mthe ¢h8rfty hos p8ld trustee8 •xpen$e8 for luifilling thelrdutles, details of such transectlons shouldbe provldedln thls note. Mtherg aro no transactlons to rnporti plwe ent•r"True" In tho box below. Ilthere are transa¢tlons to report please •nt•r-Fals•". No trustso •xp•n8¢8 ha￿ b6•n Incurrod (Truo or Fol￿) TRUE Typtr of 9x￿n9￿ rolmbursod Thls y•Jr LJ•t yg4r Travol Sub$l$ton¢o Accommodatlon othor Ipleaso 8pocIfyI'. TOTAL Plga•g provldg tho number ol tru8toe• r•lmbur8•d for •xp•n$•• or who had •xpon$o8 pald by th• charlty 28.3 Tran8a¢tlon{•l wlth r•l•tsd partie Please glve delalls olany Iren&T•¢tlon undertaken by (oron lJehalfoQ the ¢harttyln whlch a rèlatedparty has • materfal Intern$¢ Includlng wh#rn fi￿d# hav• IMen h•ld•s •g•nt forrel•ledyrtle•. Mth•rn are no Such *Jnsa¢don8tr pl•a$• enter tru•. In Ihe box provlded, Th1¥ yoar Th•r• havè b••n no rnlatèd party trnn8A¢tlon• In tho roportlng porlod (Truo or Fal••) TRUE Amounts wrlttèn off durlng roportlng orlod Name of the tru8ts0 or r•lat•d party Rolatlon8hlp to charlty D•8crlptlon of tho tr•nfy4ctlonls) Provl•lon lor bad dobt8 t poflod ènd Amount B•l•nce at podod •nd In rel8tlon to the trnn$a¢tlon$ abov?. please provldo the temis and ¢ondltlon¥, Includlng anysecurity and Ihe naturn of anypaymont (conslderadon) to be provlded In settlemènt. Forany r•l8tgdparty. Pl￿$e pmvlde (letall$ of any guarnnttsg glv•n orrncelvgd. CC17• IExc•ll 1911112024 Last year Thgro hav• bo•n no r•lat•d pjrty tran•actlon• In th• r•portlng porlod (Trug OP FAl8•1 TRUE Amounts wrltt•n off durlng roportlng orlo Name of th8 tru81ob or Mlat•d pjty R•latlonshlp to charlty D98crlptlon of the transactlonlsl Provl$lon for bad dgbts at porlod ond Amount Bolanco at porlod ond In rel•tlon to th• lrnns8cllon& abovei pmvld• th• lem18 ind ¢ondlllons, Includlng any $e¢urlty and the nature 014nyp&ymont (con8lder•tlon) lo b• pmvldèdln settlement. Forany rnlatedpartyi please provld• d•talls of •ny guarnntees 9lv•n orrncelved. CC171 (E￿1) 1911112024 Section C Notes to the accounts (cont) Note 29 Additional Dlsclosures The following are significant matters which are not covered In other notes and need to be included to provide a proper understanding of the accounts. If thero is insufficient room hereg please add a separate sheet. CC17a (Excel) 1911112024 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/ members of** Vocal Advocacy **On accounts for the year** 31 March 2024 **Charity no** 1152778 **ended (if any) Set out on pages** Standard Accounts Template (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 03 / 2024. - **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. **Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. - _Please delete the words in the brackets if they do not apply._ **Signed: Date:** 13 / 06 / 2024 ~~a~~ **Name:** Nicholas Millard ~~Cs~~ **Relevant professional** F.M.A.A.T. **qualification(s) or body (if any): Address:** 13 Hyde Road Paignton, Devon TQ4 5BW **October 2018** 1 **IER** **Section B Disclosure** Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . **October 2018** 2 **IER**