Disability Partnership Calderdale Charity number 1155007 Annual Report and Financial Statements for the year ended 31 March 2024 Disability Partnership Calderdale WYCAS ¢OMI4VIIITV A¢CtsVI4IINO VIE51 VOPKSIIIPI
Disability Partnership Calderdale Annual Report and Financial Statements for the year ended 31 March 2024 Contents Page Trustees, report 2to6 Examiner's report Receipts and payments account ststement of assets and liabilities Notes to the accounts 10t0 11 Prepared by West Yorkshlre Communlty Accountancy Servlce CIO
Disability Partnership Calderdale Trustees. report for the year ended 31 March 2024 Reference and administrative details of the charity. Its trustees and advisors The trustees during the financial year and up to and including the date the report was approved were.. Name Position Dates Marion Spruce Chair Malcolm Kielty MBE Secretary Geraldine Rushton Treasurer Rosie Orford David Ashton Shabir Hussain Donna Turner Brian Sutcliffe Alison Schofield Georgina King Resigned 13 October 2023 Resigned 4 March 2024 Appointed 28 November 2023 Appointed 10 October 2024 Charity number 1155007 Registered in England and Wales Registered and principal address Resource Centre Hall Street Hallfax HX7 SAY Bankers The Ci>operative Bank PLC 1 Balloon Street Manchester M60 4EP Independent examlner Rhys North ACA Wast Yorkshlro Communlty Accountancy Servlce CIO Stringer House 34 Lupton Street Leeds LS10 2QW Structure, 9overnan¢e and management The charity is a Charitable Incorporated Organisation (CIO) fomied on 13 December 2013 and is governed by a constitution. This was amended on 26 July 2022. Method of recruitment and appointment of Irustees The trustees of the charity are appoint8d by the members at the AGM.
Disability Partnership Calderdale Trustees. report (continued) for the year ended 31 March 2024 Objectives and activltles The charity's objects The charitys objects are to relieve the needs of disabled people, for the public benefit, in Calderdale to enable them to live as independently as possible by'.- a) Working in partnership with commissioners and service providers to raise awareness of issues of GonGern to disabled people, so that commissioners and service providers can make improvements to maximise access to mainstream and specialist services for people with physical and sensory impairments.. bl Raising the profile of disabled people in Calderdale,. c) Developing the CIO as an independent user led organisation (ULO) of adults who are interested in working together to support change for disabled people who live andlor work in Calderdale and have physical andlor sensory impairments; d) OelNering services and organising and facilitaling events involving disabled people, to make the long term future of the CIO more secure" el Holding regular meetings which look at issues in detail, where th@ m8mb8rship works together in partnership with numerous commissioners and service providers to identify barriers faced by disabled people and improve service design and delivery so that disabled people have better access, experiences, improved wellbeing and quality of lrfe: f) Ensuring that disabled people are fully informed about policy changes that may affect their lives., g) Ernpowerlng disabled people to tske control of their lives and have greater confldence, choice, control and 8 louder voice over the waythelr needs are met so they can Influence service improvement., h) Ensuring that disabled people have greater aGcess to housing, health. education, employmenl. leisure, and transport opportunities and can participate in family and community lifa. The charlty's maln actlvltles We are an organisation of disabled people, l@d by disabled people. Our members are disabled people, mostly with physical andlor sensory impairments. Nine of our ten Trustees are disabled people. Our Trustees meet monthly and they are very involved, commilled and fully informed. We operate at the heart of a partnership of Disabled Peoples, organisations in Calderdale. We are at the 'hub' of a Disability Partnership. and act as a key conduit between service providers and commissioners, and the people living with disabilities who us8 those services. We provide information, signposting, engagement and consultation as a two-way process between both the statutory, voluntary and private sectors and disabled people, and know that we are best placed to deliver our work. By involving disabled people in this way, we aim to achieve the removal of barriers to access. and improvements to services for the benefit of disabled people. Publlc beneflt statement In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission's general guidance on public benefit and in particular to enable disabled people in Calderdale to live as independently as possible by working in partnership with service providers and commissioners to raise awareness of issues of concern to disabled people and to maximise access to mainstream and specialist services.
Disability Partnership Calderdale Trustees. report (continued) for the year ended 31 March 2024 Achievements and perfomiance Throughout Ihe 202312024 reporting period Disability Partnership Calderdale has continued to work tirelessly to increase our visibility, profile and influence across Calderdale and Kirklees's VCS, Public and Private Sectors on behalf of the disablod community. Work has focussed on ensuring the disabled community is aware of available services, informed about such services and how services are adapted to meet the needs of the community. Here are some of the work we have done to support this purpose.. Through the continued excellent work of trustees and workers we have increased the reach of our electronic weekly newsletter (Ihough Mailchimp sign-up) by 23°/. April 12023.. 547 contacts an increase of 119 April 12024: 776 contacts an increase of 129 (+ 230/0 year-on year) We continue to work hard to ensure that our membership is represented by people from all Calderdale and Kirklees Localiti8s and all 9 x 'Protected Characteristics, Groups. We have seen a 100/0 increase in the Under 30's and South Asian members in the reporting period 2023 to 2024. One of our Development workers regularly attends meetings and events and has been invited to sit on the WAC committee. Weekly meetings are attended by up to 30 South Asian women. Under 30s "membership" engagement also continues to grow. We work alongside partner organisations le.g. Unique Ways) whose target groups are under 18s, as young people leave Unique Ways they are signposted to Disability Partnership Calderdale. We continue to develop close links with Halifax Panthers Wheelchair Rugby League team. the vast majority of their 36 members are under the age of 30, We have established direct links to Calderdale Wheelchair Basketball Club, which has an emerging membership of mix8d ag8s and g8nd8rs. Parents and carers who have impairments. Numbers at the moment 10 individuals with potential to grow significantly in the next 12 months Overall we have gained 76 new members in this hard to reach sector in the last 12 months. Disability Partnership Cald8rdal6 continue to act as an information and advisory hub working with a wide range of partners and service users to make sure the widest possible engagement for our disabled communities. To this end we circulate infomiation on consultations and how to engage with them, we do not always know the extent to which individuals respond. We do however'consult" with our members at every event we hold i.e. every open meeting averages 30 individuals. Other events attract large attendances including.. 2nd May 2023 Coronation garden party (74) 2nd June 2023 - DPC Scooter Rally in Shibden Park (27) 19th December 2023 Open meeting Chrfstmas Party (118) We also distribute consultation information on behalf of partners with 36 Consultations posted on the website in the reporting period.
Disability Partnership Calderdale Trustees. report (continued) for the year ended 31 March 2024 Achlevements and performance (continued) These are tracked by looking at the category°consultation° which is attached to any news rtem that involves a consultation. Issues covered include these (consultation article titles)- Consultstion.. Calderdale and Huddersfseld NHS Foundation TrLJSt, Consultation.. Shaping The Future of Disabled Care, Calderdale Housing Survey, Huddersfield Rail Station Consultation, Bradford Interchange Consultation, Participants needed for floods research project Calderdale Climate Action Plan Consultation, Learning Disability and Autism Survey, Parasol Disability & Health Event, Help shape the future of pharmacy in England, Work at Halifax Station Set To Make Platform Access Step-only, Deaf & Hard of Hearing Consultation. Report: How disabled people's voices can be priorilised in health and care services, West Yorkshire Bus Service Consultation, Request for'insights" from Calderdale wheelchair users, First 2021 Calderdalg Census Data Oul, Nalional Disability Slrategy Consultation, Hip Replacement Consultation, CQC'S Hearing Impaired Care Survey, Personal Emergency Evacualion Plan Petition. Research Project.. Improving flood recovery for dlsabled women, Petition.. Make deaf awareness compulsory, Active Calderdal@ SuNey, North Bridge and A58 flyover consultation, The RNIB Wants to Hear From You! Active Calderdale Survey. Unique Ways Annual Survey, Consultation.. Government SEND C?fAftn PAnAr We continue to host our popular Open Meetings on 8 minimum of a bi monthly basis. The meetings are well attended and much appreciated by our members. We invite guest speakers from organisations who can provide practical information, and often solutions to individual issues, to each meeting. We try and vary (he themes of presentations and invite members to request organisations from particular sectors that are topical. All our open meetings are recorded with copies available to members and wider stakeholders. Our 2023124 meeting schedule was.. 25 April 2023.. Open meeting (32) 2 May 2023.. Kings Coronation Garden Party {74) 2 June 2023.. Shibden Scooter Social: (27) 27 June 2023.. Citizens Advice Calderdale.. (40) 22 August 2023: Calderdale Sign Language Services. (43) 24 October 2023.. Mobile Policeman Museum (37) 28 November 2023: AGM: (35) 19 December 2023.. Christmas paty.1124) 27 February 2024.. Open Meeting Ov8rg8te Hospice (31) We ensure the Disability Partnership Calderdale website is continually refreshed and provides up to date infomiation, including a 'Directory of SeNitrs' for Disabled People in Calderdale and Kirklees. We aim to Publish 10 news items every week, with 571 new iterns published in the reporting period l April 2023- 31 March 2024. Our weekly newsletter, which are senl via post and email, continues to be the 'Go-To' source of information for Calderdale's Disabled Community. We have seen a continued growth in subscribers from 547 as of 1 April 2023 to 776 at 1 April 2024.. increase of 129 (+ 230/0 year-on year. Disability Partnership Calderdale has an eye on the future and we are keen to Create an 'lncome generation and self- sustaining strategv, that will address ways for us to become more financially independent and less dependent on grant funding (e.g. charging for services, creation of advertorial magazine, partnership bids for individual projects). This process has begun with a number of internal stakeholder discussions as well as 8xternal partnerl stakeholder meetings. We have received a small amount of funding to help produce a °hard Cop bi monthly Magazine which we will publish and use to attract advertising, editorial and advertorial income.
Disability Partnership Calderdale Trustees. report (continued) for the year ended 31 March 2024 A¢hlev8ments and performance Icontinued) We are also developing a Podcast which again will fulfil our objectives of communication with our communities and stakeholders and attract potential commercial support. Partnership work with other like minded charities to maximise our outcomes and commerciall grant funding income. We continue to position ourselves to be able to charge for advisory services e.g. accessibility audits for public and private organisations. We are looking to other Local authority areas wilhin the West Yorkshire region to see rf there is scope to extend our network which again helps attract mor8 commercial I local grant income. Flnanclal review The net receipts for the year were £3,378. including net payments of £1,557 on unrestricted funds and net receipts of £4,935 on restricted funds. Roserves policy The charity's free reserves, at the year end were £10,629. The Board of trustees have agreed that unrestricted funds should not fall below £1,000. The Board is reviewlng their reserves policy in 202412025 with a vlew to then taklng action, as appropriate, to manage their reserves towards the target reserves level. Approved by the board of trustees on . Signed., Name..
Disability Partnership Calderdale Independent examiner's report to the trustees of Disability Partnership Calderdale I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 March 2024. which are set out on pages 8 to 11. Responsibilities and basis of report As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with the requirements of the Charits'es Act 2011 ('the Act,). I report in respect of my examination of the CIO'S accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my ex8mination. I confirm that no material matters have come to my attention in connects'on with the examination giving me cause to believe that in any material respect.. accounting records were not kept in respect of the charity as required by sectlon 130 of the Charities Act., 2 the accounts do not a¢¢ord with those records. I have no Qoncems and have come across no other matters in connection with the examination to which attent'on should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed.. Name: Rhys Noth ACA 2711112024 West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW
Disability Partnership Calderdale Receipts and payments account for the year ended 31 March 2024 Notes 2024 Unrestricted funds 2024 Restricted funds 2024 Total funds 2023 Total funds Recelpts Grants and donations Fee income Total receipts 121 1,729 450 2,179 71,850 73,579 450 74,029 75,482 6.161 81,643 71,850 Payments Venue hire BSL interpreting service Administration Transport Catering Independent examination Website Insurance Development workers Administration workers Worker expenses Equipment Donations Productions costs Bookkeeping Training Phone costs Total payments Net recelpts l (payments) 858 1,998 2,935 478 3,322 858 1,998 4,693 509 3,322 1,056 5,584 393 32.911 18.267 82 230 550 3,185 2,291 9,760 1,706 550 420 4,620 393 29,266 20,645 1.758 31 1,056 141 5,443 393 32,911 18,086 82 230 181 395 550 3,205 2,400 645 184 79,665 1,978 19 3,736 11,557) 179 66,915 4,935 198 70,651 3,378 Fund balances brought forward Fund balances carrièd fonvard 12,186 10,629 4,928 9,863 17,114 20,492 15,136 17,114 131
Disability Partnership Calderdale Statement of assets and liabilities as at 31 March 2024 2024 Unrestricted 2024 2024 Tolal 2023 Total Restricted Cash funds Cash at bank Cash in hand Total cash funds 10,515 114 10,629 9,863 20.378 114 20,492 16,836 278 17,114 9,863 Assets retained for the chariws own use Cupboard Four printers Twa digital voice recorders One roller case Four laptops Diary and penfriend pens and labels One conversor pro and two headsels Two tsblets Liabilities 2024 Accruals 1,056 1,056 The financial statements were approved by the board of trustees on . Signed: (Trustee) Name..
Disabllity Partnership Calderdale Notes to the accounts for the year ended 31 March 2024 1 Accounting policies Basis of accounting The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis. There has been no change to the accounting policies since last year. No changes have been made to the accounts for previous years. Taxatlon As a charity the organisation benefits from rat8s relief and is generally 8xempt from income tax and capital gains tsx but nol from VAT. Irrecoverable VAT is included in the cost of those items to which il relates. Fund accounting Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. Restricted funds are subjected to restrlctlons on thelr expendlture Imposed by the donor or through the terms of an appeal. Further explanation of the nature and purpose of each fund is included in the notes to the accounts. 10
Disability Partnership Calderdale Notes to the accounts contlnued for the year ended 31 March 2024 2 Grants and donations 2024 Unrestricted funds 2024 Restricted funds 2024 Total funds 2023 Total funds National Lottery Community Fund (NLCF) Sir George Martin Trust Donations 70.000 1,850 70,000 1,850 1,729 73,579 70,000 1,729 1.729 5,482 75.482 71,850 3 Restrlcted funds Balance blf Incoming Outgoing Transfers Balance clf NLCF Calderdale Met. Councll Freemasons Comm. Foundation Calderda19 West Yorkshire Police Sir George Martin Trust 3,072 146 172 1,099 439 70,000 63,319 146 172 1,099 439 1,740 66,915 9,753 1,850 71,850 110 9.863 4.928 Fund name NLCF Purpose of restriction To increase vlsibility, profile and influence of DPC across Calderdale and Kirklees's VCS, Public and Privat& Sectors on behalf of the disabled community. Calderdale Met. Council For outreach work in the Park Ward area. Freemasons To purchase assistive equipment. Comm. Foundation Calderdale Digital inclusion project for disabled people. West Yorkshire Police Hate incidentlcrime awareness videos with BSL, English and minority language subtitles To help produce a bl-monthly hardcopy bulletlng tilled 'Enabled'. Slr George Martln Trust 4 Related party transactlons Trustee expenses During the year one trustee was paid a total of £44 in respect of travel (previous year.. no trustee expenses). Tnjstee remuneration and benefits No trustee received any remuneration or benefit during this or the previous year. 11