REGISTERED CHARITY NUMBEI R: 1153450
RBPORT OF THE TRUSTBES AND
UNAUDIThD FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
FOR
ENGAGING
COMMUNITIES SOUTH WEST
Barretts
Chartsrcd Accounlants &
Chartered Tax Advisers
22 Union Str¢ct
Newton Abbot
Devon
TQ12 2JS

BNGAGING COMMUNITIES SOUTH WEST
CONTBWtS OF THE FINANCIAL STATEMENTS
for ihc Year Ended 31 m[￿Ch 2024
Page
Report of the TrLL8I¢¢s
I to 5
Indepelldent Exaniiner's Report
Statemejjt of Financial A¢tiviti¢s
Balance Sheet
Notes to the Financial Stat¢ments
10 to 16
Detailed Statement of Financial Activities
17

ENGAGING COMMUNITIES SOUTH WEST
REPORT OF THE TRUSTEES
for the Y¢ar Ellded 31 Marcb 2024
The trust¢¢s presellt their report with the f￿ancial stateinents of Ilie charity for the elided 31 Maicb 2024. The
t￿steeS have adoptsd th¢ provisions of Accounting and Reporting by Cbarities: Statement of Recommellded Pra¢ti¢e
applicabl¢ to ¢]Jarities preparing their accouiits in accordallce with the Finlln¢ial Repoi'ting St&ndard applicable in the
UK and Republic of Ircland (FRS 102) (eff¢¢live l January 2019).
Respon8ibiliti¢s of the Trustees
Cliarity law requii'es the TI￿st¢eS to prep&re fiiiancial sthtements for ¢a¢h fmaneial year which give a true and fair view
of the st&te of tl)e affairs of the ¢liarLty. This is at tlie balance sheet date alld of 118 incoming resoui'ces [￿d application of
i'esouites, in¢ludillg income and expellditur¢, foi tlie financial year. In prepuring those fillancial statements, the Trustees
follow best practice E￿d,,
• select suitable &ccounting policieg and then apply them consist¢ndy
•ob8erYe the methods and principles in the Charities SORP
•m&ke judgements and estimates that reasonable and prudent
prepar¢ the fillancial statements on the going concern basis unless it is not &ppiDpriate to assumt that the
oharity will oontinue on that basis.
Tlie Trnste¢s ar¢ respongibl¢ for n￿intaInIng proper &ccounting records wlii¢h diwlose with reasonable accw'acy at any
tirlle the financlal position of the charity and which ellable them to ensure that th¢ financial statements comply with the
law.
The Trus¢¢s are also responsible for safeguarding the assets of the charity and hence t&king reosonable steps for the
prevention and d¢t¢ction of fraud and other irregularities.
Page I

BNGAGING COMMUNITIES SOUTH WEST
REPORT OF TIIE TRUSTEE8
ror tbe Year End¢d 3 l Marcli 2024
OBJECTIVES AND ACTIVITIIiS
Objectives alld alms
Our Purpose
Chan]pioning local people and comxnuniti¢s
Our Vision
An inclusive, innovative, and independent chainpion t.or thc aspirations of loc￿ peopl¢
Our Missioll
To h¢lp nllLke cornmunities Ii¢ard and enable icsponsive, person-celltr¢d solutions by transfonning tlie way loo
seivi¢w are designed and deliv¢r¢d
Our oiEanisational stateillent
Engaging Comtnunities South West works to h¢lp comnllmities transform the way local g￿vIceS are designed and
deliver¢d, by offeriiig engag¢ment, evp41uation, Communications support, digital suppoit, training and advice to the
statutory, volulltary aiid plivate s¢ctors.
Out strategic Themcs
Community Voice - We deliv¢r projects that help people and cominunili¢s to nLake th¢ir voices Iieard
Access and Empowennent - We deliver projects that empower people to have tnore control over thell own lives and
improv¢s access to the seLvi¢e and support that they rt¢ed to livc well.
Stralegi¢ Support - We support organisations to pl2￿, Coin￿UllIc&te, evaluate and improve projects and services
through a person-ceiitre(L con]munity- responsive, and ¢vidence based éq)proach
We ￿vieW our aims, objectives tmd activities each year through our business plan. This ievi¢w looks at what w¢
achieved and tlie outcomes of our work An th¢ previou8 12 months. The rcvi¢w looL8 at the Suc￿sS of each key activity
attd the bcn¢fits they have brought to thos¢ groups of people we are set up to help.
Tb¢ review a180 helps us ensure that our aims, objectives and activities remain focused on ow stated purposes. We have
referred to the guidance contained in the Clwity Coinmission's general guidance on public benefit when reviswing ow
aims and objectives and in planning our future activities. In particular, th¢ Trustees consider ILOW planned activities will
contribute to the aims and objectives they hav¢ Set.
Pag¢ 2

HEALT￿[wATcH TORBAY & ENGAQING
COMMUNITIES SOUTH WEST LTD
REPORT OF THE TRUSTEES
for the Y¢ar Ended 31 Mai'ch 2024
OBJEI CTIVES AND ACTtVITIES
Cliatr's Repoi't 202312024
During 2023124 'Healdiwat¢h Torbay & Engaging Communities Soulh West, ( previously a Company with Cliaritable
stakns) ¢haoged its nam¢ to Engaging Conllnunilies Soudi West and converted to a Charitable Incorpoiated
Organisation ( CIO) on 31 st January 2024. We continu¢ to maintain our org￿lS&tIon'S aims and objectives,
We bave m¢t oiw goals regai'ding contractual target8 in organisational stNcture, working practices, and st&lceholder &
paTtner ¢ngagemellL
As wit]1 mkmy other organisations operating in the 8e¢tor, there have been issu¢8 ￿0ulld recruitment and retelltion of
staff. These are lai'gely beyond the control of the organi88tion. However, we are aware of tbes¢ ¢halleng¢s and hold tI￿t
the p￿SS￿¢s on the orgallisation are manag¢able.
Our st&tutory p&rtners are aware of oui. abilities and are increasingly &pproachin8 ECSW for advic¢ and assigtanee. Of
particular import 18 th¢ organisation's leading role ill the voluntary and Community sector and we are now i'ecognised as
an innovator in new forms of local statutory and Voluntary collaborntivc working.
Taking on a l¢ading rol¢ with the Torbay VCSE Alli&llce has provided ECSW the Oppor￿tilty to work in coOp￿.￿tion
and coorditwtion across tlie sector. This has enabled us to move beyoiid H long-established ¢ulture of competition and
division. Such openne&s and niutual support also protnotes silo-br¢aking for the ben¢fit of all ow conununitiBs.
This has further established our willingness and capa¢ity to take on Coinmissioned worl4 using our skills and exp￿￿1$¢
to gather seryAce user f¢¢dback' such as in a reconfigurdtion of services in Teignmoiith, our ellgagement with the
Integrated Care Board, and worlc with Macmillan.
Our provision of u Wellbeing Hub at Paignton Library, off¢ring advice, information and support to tlie whole
community> has been a success. Wc will continue this woik with the Council ￿ld intend to us¢ this as an example of
good practice that catt be r¢plic&ted across the Bay and further afield,
Consultation and engaEetn¢nt with residents continues, By engaging with our local communiti￿, we Gan be innovative
and move beyond consultation by harvestiiig opinions to promote the co-design and co-delivery of health, social care
and wellbeing services.
Wc usc an ind¢pendent on-line rate and review systsm alongside oth¢r engagement tools to gath¢r local intelliggnc¢ and
identify trends across health and social care provislon. Having established a reputation for Digital work, we expect th¢re
to be additional opportunities to ellh&ll¢¢ this realtn in the cotning years, takiug fonvard illitiatives as our ¢ULTellt
work lli car¢ hoines.
We have been passing on any harve8ted data to tlios¢ in a p08itioii to makc positive change, in¢luditig TO￿¥1y and South
Devon NHS Foundation Trnst, D¢voii PartncTship Trust, Care Q￿LIty Commission, Li)cal Authority) Healthwatch
England, One Devon ICB, and other key stakeholders.
W¢ will continu¢ to promote our findings and rccomJn¢ndations to local, regional, and national decision-making
platforms. We have accordingly seen our reputation grow significantly - locally, regionally and nationally - and believe
that w¢ have nMd¢ a significant contributioii towards improving he&ltli & social care provision across Torbay and wider
Devon.
The Board of Trustees are fully informed of the opporLunities and rislcs to the organi8ation. W¢ are further cognisant of
cballeng¢s, both short term and longer term, Sp￿ificalLY k]mund iiicreasing demand, the Changing landsc&pc amongst
voluntary and 8tatutory partners, reductions ill th¢ availability of voluntcers etc, all of which may in]pact on securing
adequat¢ future funding and resources for the organisation.
W¢ are now in single-year fLmding auangeftnent for our Hcaltbwatch Contra¢L This ¢ontiiiues to engender instability
and we have raised this short-tem]ism with our local audiority ￿nacr8. While there is confidence that the remainder of
the funding will be granted, we will press for more certainty, at least until the currettt contract comes to its conclusion.
Page 3

HEALTI.IWATCH TORBAY & ENGAO]NG
COMMUNITIES SOUTH WESI LTD
REPORT OF THE TRUSTEES
for the Year Ended 31 March 2024
OBJEI crivEs AND ACTIVIIIES
To ¢stablisli a longer-term fullding bas¢ we have b¢¢n aotively involvcd in Healthwatch England's revi¢w of national
funding arlangements and have supporled pioposals for & larger local Healtliwatch footprint, longer contracts and
promot¢d independeiit govemkulce arrang¢menl's.
Al a local level, F.CSW Boairf of Tiustee have d¢sign&ted a percelltsge of the Organis￿( ion's r£s#rv¢B to 'Business
D¢v¢lopmellt Reserves, to help the org&￿isa11oll dev¢lop in the comiiig yekU%. Part of this r¢setve is beillg used to
engage eXtert￿ consullaiits to ieview the organisation's sttu¢ture, d¢veloprllent, 11i1¢rk¢ting in order to ell8Ulf
further pn)gress. This has, to date, been of great bencfit and a fruitful cout3e of action foi all concern¢d. One of the
e￿LY indications would benefit frotll a dedicated Business DeY¢lopJnent Manager aiid ECSW Board of Trustees will
consAder moving tbis forW￿d during 24125.
With our coinmitted and slcill¢d work force of staff and volunt¢a's we look forward to die coming year believe that
we Can n]ake additioiial significant itllprovements for those individuals, commuiiities, and orgatlisations with whicli we
work.
PublAc benefit
The ttustees are aware of the Charity Cornmission £uidaooe on public b¢nefit and regularly review a]J of the activities
to ensure tiiat tliey do provide b¢llefLt to the public.
FINANCIAL IiEVIEW
Financlal r¢YieJv
Against th¢ backdrop of liinited r¢sour¢¢s, insecuriti¢s over rullding, and the COVID-19 pand¢n]ic, the Charity
ontinues - with the support of the Trustee&, staff and volunteers - to deliver against its ¢haritable aims and objcctives
and m¢et its obligations urtder all project contracts throughout th¢ year.
The principal funding for the Clwity has been receivpAI from th¢ Local Authority by way of Grants to core work of
He£lthwatch.
Additional monies hav¢ been r¢¢eived throughout th¢ year to deliver projects for spe¢ifi¢ targeted pieces of
comtnissioned work for various st&kehold¢rs
Reserves policy
TkL¢ Board of Trustees examined th¢ ChaTity'8 requirements for reserves considering the main risks to the
organisation. It has established a policy whereby the unrestricted fund, not committed or invest¢d in t￿gible fixed
as8¢ts held by the ¢harity? should b¢ a millimum of 3 months of ¢or¢ ¢xpendithre.
STRUCTURE, GOVERNANCI AND MANAGEMENT
Governing document
With effect from 6th March 2024 Lhe organisation converted frotll a charitable conwany limit¢d by guarantee to a
Foundation Charitable InGorporat¢d Organisation. The origitml company was incorporat¢d on 9th February 2013 and
r¢gisteted as a Charity on 16th August 2013.
The organisation's name was changed on 6th March 2024 to Engaging Conllnuniti¢s South West having previously been
nam¢d Healthwatcb Torbay & Engagitig Communities South W¢st,
Page 4

ENGAGING COMMUNITIES SOUTFI
EST
REPORT OF THE TRUSTEES
for the Year Ended 31 Marcli 2024
STRUCTUREI, GOVERNANCE AND MANAG￿mENT
Org811isfitional structure
The organisation must have a tninimum of 3 Tru8tees with no inaximum llumb¢r. They m¢¢t quart¢Tly and ￿'e
lespo1￿ib1e foi. tlie stratcgic direction and policy of the charily. The Tiustees com¢ from a variety of pi'ofessional
background5 relevant to tlie work of the ¢harAty.
A 8ch¢ine of delegation 18 in place and day to day reSponsi￿111ty for tl)e provision of the seivices r¢sts with die Chief
Bx¢cutive.
REFERENCE AM) ADMINISTRATIVE DETAILS
Reglstered Chirity number
1153450
Regtstei'ed offi¢e
Paignton Library & Infomiatio
Great Western Road
Paigntoll
Devoll
TQ4 SAG
Trustees
Dr IC DAxon Chainnan
Mrg P Teague
AL Tidy
Mr8 L J Parkin
J Hui (appointed 12.9.23)
Charity Secrelary
Mrs P HariAS
Independent li xAminer
I P Barrett FCA FCIE
Barietts
Charter¢d Accountants &
Chart¢red Tax Advi8¢rs
22 Union Street
N¢wton Abbot
D¢von
TQ12 2JS
Approvoj by wder of the board of tnTStees on i ith S¢pt 2024 and signed on its behalf by:
Dr K Dixon - Trustee
Page 5

INDBPENDENT EXAMINER'S REPORT TO THE TRUSTBES OF
BNGAGING COMMUNITIES SOUTH WEST
Independent examllner's report to the trusl'ees of Engaging Communlties South West ('the Cb8rity')
I report to the cliarity trustees oli my ¢x&niination of the &ccounts of the Charity for lh¢ year ended 31 March 2024.
Responsibilities and basis of report
As the Cb￿Lty,8 trust¢¢s you are rcsponsible for thc preparation of the accouttts in accordance with the iequiirments of
the Charities Act 2011 ('Ihe 2011 Act?.
H&ving satisfied n]ys¢l£that tlie accouiitg of the Charity are llot required to be audited and eligible for illdependent
examin¢11ion, I repolt in i¢sp¢ct of rny examillation of your Charity's accounts as carried out uiider S￿tion 145 of the
Charities Act 2011 ('th¢ 201 l Act'}. In Carrying out iny examination I hav¢ followed the DiiEctions given by Ihe CIiEirity
Conimission under Scctioll 145(5) (b) of the 2011 Act.
Independent examAncr'$ statement
Since youi ¢haritiOs gross incolne ex¢¢eded £250,000 your exan]iner must b¢ a ixember of a listed body, I can ooiifirm
that I am qualified to Ulldcrtake the ¢xamination because I tun a m¢nther of the Institute of Chartercd Accountants in
England and Wales, which 18 one of the listed bodi¢s,
I have coinpleted my examination. I confirAn tl)at na nwtters have com¢ to my attention in connection with the
exatninatloll giving me caus¢ to believe:
accounting records w¢r¢ not knpt in respect of th¢ Charityj or
the a¢¢ounts do not accord with those records. or
the ￿COUnts do not comply with the accounting requir¢nents of The Act other than requirement that thc
accoun18 give a tt'u¢ and fair view wliich is not a nmtter considered as part of all llidep¢ndent exarniiiation. OT
the accounts bave not been prepared in accoi(lance with the mcthods and principles of the Staternent of
Recon]mended Practic¢ for accounting and reporting by charities (applicable to charities preparing their
accounts iti accordanc¢ with the Financial Reportitig Standard applicable in the UK and Republic of Ire1￿]d
(FRS 102)).
I have no ¢onc¢rns and have come acwss no other malt¢rs in (x)nn¢ction wilh the examination to which attention should
be drawn in this report In ord¢r to enable a proper understanding of di¢ accounts to be reached,
I P Barrett FCA FCIE
Barretts
Chartered Accountallts &
Char￿red Tax AdvAsers
22 Union Street
Newton Abbot
D¢von
TQ12 2JS
Dat¢: 12th September 2024
Page 6

ENGAGING COMMUNITIES SOUTII WEST
TATEMENT OF FINANCIAL ACTIVITIES
INCORPORATING AN INCOME AND EXPBNDITURE ACCOUNT
foi. tlie Year Ertded 31 March 2024
2024
Total
funds
2023
Total
ruiids
Unrestricted
nds
Restricted
funds
Notes
INCOME AND NDOWMEI NTS FROM
Donations ￿ld legacie8
310,330
84,741
395,071
334,768
Inv¢8tmellt ittoojne
500
soo
297
Tot41
310030
395071
335,065
EXPENDITURE ON
CharAtable acÉlvitie$
Cliarity
291271
125,389
416 660
322,489
NET INCOMEI(CXPENDITURE)
Transfers behveen funds
19,559
(40,648)
(21,089)
12,576
10
Net movement In fund$
18,047
(39,136)
(21,089)
12,576
RECONCILIATION of4 fiUIWS
Total fun(ts brought forward
218,523
108,593
327,116
314,540
TOTAL fiUNDS CARIiIED FORWARD
236 570
327,116
The not¢s form part of the￿ financial statetnents
Page 7

BNGAGING COMMUNITIES SOtrrH WEST
BALANCE SHEET
31 Marcli 2024
2024
rotal
funds
2023
Total
fulld8
Unrestricted
funds
Restricl'¢d
fullds
Notes
CURIiENT ASSETS
Debtors
Cash at ba￿k and in h&ud
7,898
265 792
7,898
335,249
15,259
339,695
69,457
273,690
69,457
343,147
354,954
CREDI'fORS
Amounts falling due witliin ono year
(23,646)
{23,646)
(14,364)
NET CURRENT ASSETS
250 044
69,457
319 $01
340,590
TOTAL ASSEI TS LESS CURRENT
LIABILITIEI S
250,044
69,457
319,501
340,590
PROVISIONS FOR LIABILITIKS
(13,474)
(13,474)
(13,474)
NET AsS￿Ts
236 570
69,457
306 027
327,116
FUNDS
UDrostrict¢d funds
Restricted fuLd8
io
236,570
69,457
218,523
108 593
TOTAL FUNDS
306 027
327,116
The fmancial statements were approved by the Board of Trnst¢es and E4Uthoris¢d for issue on i ith S¢pt 2024 and were
signed on its belLalf by:
K Dixon - Trust¢¢
Th¢ llotes fonn part of these financial statetnents
Page 8
colltinued.,.

The not¢s form part of these fin&ncial statetnents
Page.9

BNGAGING COMMUNITIES SOUTH WEST
NOTES TO TI.IE FINANCIAL STATEMENTS
for lh¢ Ye&r End¢d 31 ￿￿.¢1} 2024
ACCOUNTING POLICIES
Basis of pi*parillg Ihe financi&l stAtewents
Tlie finan¢i2< I gtatcments of tbe charitable company, whicli is a public benefit entity under FRS 102, havc been
pr¢pared in accoi'dance with the Charities SORP {FRS 102) 'Aocounting aThd Roporling by Cliarities.. Stat¢rnetkt
of Reeomn]eiided Practice applic&ble L'o charities preparing tlieir &ccounls in 1¢ ¢oordance witb the Financial
R¢portlllg Standard applicable in th¢ UIC and Republic of Ireland (FRS 102) (effective l January 2019),,
Financial Reportiiig Standard 102 'The Financial Reporting Starnd￿d applicabl¢ in the UK and Republic of
Ireland, and the Charities Act 2011, The fmancial sttttements have be¢n pr¢pared under th¢ Iiistorical cost
convetLtion.
In¢ome
All income is ieoognised in the Statement of Financial Activities once tli¢ ¢harity Iw ¢ntitlemeiit to the fijnds, it
is probabl¢ that the incom¢ will be r¢ceived and the a￿Oll￿t can be Ineasur￿ reliably.
Expendltur¢
Liabilities are recognised as ¢xpeThditure as soon as there is a legÉLI or constructive obligation coinmitting the
charity to tliat expenditure, it is probabl¢ that a transfer of econoinic bencfits will b¢ required in s¢ttlement and
the amount of the obligation can be tll¢asured reliably. Bxpendituie is èw¢ounted for on an accrnals basis and has
b"¢en-cla&gifredThuderhgadingwth&t aggregatc-all cost related40-the-¢ategory-.-Wlier¢.GOSt8 cannot-be dll¢¢tly_
attributed to particul￿ headings they have be¢ll allocated to activitics on a b&sis consistent with the use of
resources.
TaxAtioTh
The charity is exernpt from Corporation tax on its charitable activities.
wid accounting
Unrtttricted funds can be used ill accordajjce with the cliaritable Objectiv￿ at the discretion ot the trustees.
Restricted funds can only b¢ used for particular restricted purposes wid)lll th¢ objects of th¢ charity.
R¢striclions arise whell specified by th¢ donor or when funds ar¢ rdised for p￿ticular restricted pwposes.
Further exp1al￿tion of the natur¢ tmd purpose of each fund is included in Ihe rtotes to the fll]aneial stst¢ments.
Pension costs and other post-retirement beneflts
The charity op¢rates a defined contribution pension scheme, Cootributions payable to the charity's pension
scheme are charged to the Stat¢ment of Financial Activities in the period to which they relat¢.
INVESTMENT llYCOME
2024
2023
Deposit account interest
500
297
Pag¢ 10
ci)ntinued,..

BNGAGllqG COMMUNITIES SOUTII WEST
NOTES TO THE EINANCIAL STATEMENTS - continued
for tile Year Ended 31 Marnh 2024
TRusT￿￿S, RETrtUNEIiATION AM) BENLI FITS
Tbere w¢ie no ts'ustees, i'emunffl'ation or other benefits for tbe year ellded 31 March 2024 nor foT tlie year ended
31 March 2023.
Triistee$' expenses
ExpellS&8 of £202 (2023:£322) lll total were reimbursed to on¢ (2023: one) ttust¢¢ during th¢ year,
STAFfi COSTS
The average monthly number of ¢rnployees during the year was as follow8,,
2024
io
2023
AdtninisEration and projeAt staff
No employees received emoluinents in excess of £60,000.
The ch￿lty Operat￿ & defined Contribution pension scheme. The pension cost rq)resents the contribution
payable by the clwity to the Sclie￿e and arnountsd to £21,266 (2023.. . £19,717).
COMPARATIV￿ FOR THE STATEMENT OIT FINANCIAL AcfivITIEI S- YEAR TO
3110312023
Unrestricted
funds
Restsicted
fijnds
Total
funds
INCOME AND EM)OWMENTS fiROM
Donations and legacies
176,684
158,084
334,768
Investmfflit income
297
297
Tot
176,981
158084
335,065
I XPENDITURE O
Ch&rit*ble activitie8
ChArity
236,041
86,448
322 489
NET INCOMEI(EXPENDITURE)
Transfers between fund$
(59,060)
71,636
12,576
Net movement In funds
(60,341)
72,917
12,576
RECONCILIATION ofi fi UNDS
Total ￿lld8 brought forward
278,863
35,677
314,540
TOTAL FUNDS CARRIED fiORWARD
218 522
108,594
327,116
Pag¢ll
coiitlllued..,

ENGAGING COMMUNITIES SOUTH WBST
NOTES TO THE FINANCL4L STATEMENTS - continucd
for the Year Ended 31 March 2024
DEI BTORS: AMOUNTS FALLING DU£ WITHIN ONI YEAR
2024
2023
Trade dobtors
15,259
CREDITORS: AMOUNTS FALLING DULI WITHIN ONE YEAR
2024
2023
Trade creditors
23,646
14,364
PROVISIONS FOR tJABILITILI S
2024
2023
Provisions
13,474
The provASLon of £13,474 relates to an adinission agr¢¢ment between he charity) Devon County Council and
Torbay Borough Council regarding poteiitial pension liabilities for employees of the olwity, previously
employed by Torbay Borough Council to remain in the 8cbem¢ athninistered by Devon County Couttcil. At tlie
date of the admission agreement the &ctharial rislc exposwe was £13.474, an amount that the ch￿lty has to hold
in an a¢couttt under thc control of all three bodies.
Page 12
coiitinue(L..

ENGAG￿G COMMUNITIES SOUTH WEST
NOTES TO THE FINANCIAL STATEMENTS - continued
for tli¢ Year Ended 31 Mèurh 2024
MOVEMENT IN FUNDS
Net
Illoveiiient
in funds
Trnnsfers
between
f￿ld8
At
31.324
At 1,4.23
Unrestrieted (unds
General fulld
Business Developinent ReS￿'Ve
Core Cost& Res¢ive
105,273
45,000
30,124
(10,565)
(1,512)
133,885
34,435
218,523
19,559
(1,512)
Restricted funds
Insite TSDFT
Paignton Library
236,570
13,758
13,758
28,186
13,408
17,777
7,132
1,033
156
(24,129)
(13,408)
(17,777)
BAME Torbay Council Racistn Revxew
Digital NHS Charities Together
Whole Home Healing
ToTbay Macmillan
HWDTED
ToTbay Council COMF Digital C￿e Home
Resident Wellbeing South
Digital Inclusion Coordinator
Digital EHCH Befriending Pilot
Care Home Network
Healthwatch Torbay
Teignmouth Stakeholder Group
Torbay care￿ Strategy 24
Awards for All Digital
4,057
7,776
(756)
(1,789)
(156)
3,103
27,844
1,648
7,170
1,136
9912
{27,844)
(341)
13,015
IJ07
7,170
4,898
900
3,762
900
(1,512)
17,332
1,512
17J32
108 593
lJ12
TOTAL FUNDS
327,116
306,027
Page 13
continued...

ENGAGLNG COMMUNITIES SOUTH WBS'r
NOTES ro rFIE FINANCIAL STATEMENTS - continued
for the Y¢ar Ended 31 Marcli 2024
MOVEMEIYT IN fiJNDS - Continued
N¢t rtLovemellt in funds, includ¢d in the abov¢ ar¢ as follows..
Incoming
resources
Resouices
expcnd
Movement
Ill funds
Unrestricted funds
G¢n¢ral fund
Business D¢v¢lopment Reserve
310,830
{280,706)
30,124
10,56
310,830
(291,271)
19,559
Reslrl¢ted funds
lllsite TSDFT
Paigntoll Library
14,000
(242)
13,758
(24,129)
(13,408)
(17,777)
(1,356)
(19,048)
(1,853)
(3J75)
(24,129)
(13,408)
(17,777)
644
(1,789)
BAME Toi'bay Council Racistn Review
Digital NHS Charities Tog¢th¢r
Ivholc Home Hoaling
Torbay Macmillart
Standing Tall
HWDTED
Torbay Council COMF Digital Car¢ Home
Resident Wellbeing South
Digital Inclusion Coordinatffl.
Digital EHCH Befriending Pilot
FIealthwatch Torbay
Good Things Foundation Digital Health
Devon Website
Teignnlouth Stakeholder Group
Tothay Carers Strategy 24
Awards for All Digitsl
2,000
17,259
1,853
3,219
(156)
18,002
(8,090)
{27,844}
(341)
9912
(27,844)
(341)
3,762
3,762
4,750
900
(4,750)
900
(1,512)
17,332
(1,512)
1,664)
84,741
125 389
40,648
TOTAL FUNDS
395 571
416,660
Page 14
continued...

NGAGING COMMUNITIBS SOUTH WEST
NOTES TO THE FINANCIAL STATEMENTS - continued
for tlie Year Ended 31 m￿'cli 2024
MOVEMCI NT IN FUINDS - continued
Comparatives for movemenl. in funds
N¢t
tnov¢ment
in funds
Transfers
b¢tween
nds
At
31.3.23
At 1.4.22
Unreslricted funds
General thnd
Business Development Resfflv¢
Core Costs Reserve
171,453
39,160
{44,385)
(14,674)
(21,795)
20,514
105,273
45,000
68,250
278,863
(59,059)
Re$tvlcted funds
Paignton Library
(1,281)
218,523
20,000
10,000
5,677
8,186
3,408
12,100
7,132
1,033
(145)
156
BAME Torbay Coullcil Raoisrn Review
Digital NHS Charities TogeLh¢r
Whole Home Healing
Torbay Macmillan
Standing Tall
HWDTED
Torbay Couiicil COMF Digital Care Home
Resident Wellbeing South
Digital Inclusioll Coordinator
Digilal EHCH Befriendxng Pilot
Care Home Network
Healthwatch Torbay
28,186
13,408
17,777
7,132
1,033
145
156
3,103
27,844
1,648
7,170
3,103
27,844
1,648
7,170
1,136
35,677
71,635
108,593
TOTAL fi ULYDS
314,540
327 116
PaEe 15
continued..

ENGAGING COMMUNITIES SOUTI.I WBST
NOTES TO TE4E FINANCIAL STATEMENTS - continued
for the Ycar Ended 31 March 2024
MOVEI MENT IN FUNDS- condnued
Comparativo net movement in funds, illeluded in th¢ above ar¢ as follows.,
Incoming
r¢sources
Rcsources
exp¢nded
Movmi¢llt
in fiinds
Ullrestricted funds
Gener&1 fund
Business Developmfflit R¢serve
176,981
(221,366)
14,674
(44,385)
14 674)
176,981
(236,040)
(59,059)
Ilestricted tunds
Paignton Library
{10,987)
(16,292)
(14,518)
{1,868)
(6,106)
(145)
{2,293)
8,186
3,408
12,100
7,132
1,033
(145)
156
BAMB Torbay Couiicil Racism Review
Digital NHS Charities Togetlier
Whole Home Healing
Torbay M￿MiLlan
Standing Tall
HWDTED
Torbay Council COMF Digital C&r¢ Home
Resident Wellbeing South
Digital In¢lusion Coordinator
Digital EHCH Befriending Pilot
Cèu¢ Home Network
19,700
26,618
9,000
7,139
2,449
17,OtM)
46,205
3,600
(13,897)
(18,361)
(1,952)
30
3,103
27,844
1,648
158,084
71,635
TOTAL FUNDS
322,489)
Restt'icted funds relate to specific t&rgeted piece5 of commissiolled work with y￿loUS stak¢holders undertaken
throughout the year.
io.
RLI LATED PARTY DISCLOSURES
There were no Telat¢d party ITansactions for the year ¢nd¢d 31 March 2024.
ii.
ULTIMATE CONTROLLING PARTY
Th¢ charity is under th¢ ultimate cotLtrol of the lTh￿tee8,
Page 16

ENGAGING COMMUNITIES soufH WEST
DETAILED STATEMENT or FINANCIAL ACTIVITIES
for tlie YeaT Ended 31 Marcli 2024
2024
2023
INCOME AND EI NDoWM￿NTs
Donatfons and legaeles
Gifts
GI￿tS
Donated sei'vices and fa¢iliti¢s
Core costs reeoveted
321,804
4,799
68,468
272,873
395,071
334,768
Investment Ineome
Deposit account ititerest
500
297
Total Inconjing resources
395,571
335,065
I XPENDITURE
Chariknble actlvltlas
Wages
Social security
Peiisions
Insurance
Telephone
Postage and stationery
Sundries
Projects and research
Statytruining
Staff truvel
Computer software and maAntenanc¢
Meeting room hirelr¢fresl￿nentS
Tn￿te¢ expenses
R¢pairs and renewals
Business development
RcnL rates and servic¢ charge
H R Support
155,347
11,503
21,266
2,531
2J05
1507
2920
177,421
145,313
13,968
19,717
1,498
3,794
581
668
93,576
1,189
1,942
3,721
717
322
102
14,674
11,761
1,495
980
8,556
110
202
561
10,565
11,794
409,367
315,038
Support costs
Flngnce
Bank clMrg&8
132
53
Governance eosts
Accountancy and legal f¢¢8
7,398
Tothl resources expended
322 489
Net (expenditure)lin¢ome
21089)
12,576
This page does not fomi part of the statutory financial statements
Page 17