Charity iegistration number 1156338 IEngland and Wales) Cornpany reg15tratlon number 08456146 HEALTHWATCH KIRKLEES ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 HEALTHWATCH KIRKLEES LEGAL AND ADMINISTRATIVE INFORMATION Trusto0s R Horner M J Ingleson Ichairpersonl S King Y Sliaiir S H ThonT)son ITr88sur8fl N E Whillwgharn T Wilkinson DAWood JWFC8S8y (Appoinled 1 May 2D241 IAppoinl8d 22 October 20241 IAppolnt8d 3 Septernber 20251 FAII (Appolnted 3 Sept8mb8r 20251 C Harrison (Appointed 23 Seplèmb8r 20251 S Ankaa (Appolnted 22 Seplèmber 202SI R Mors8 IAppolnl8d 30 Sepl•mb8r 20251 Secretary Stacey Appleyard 8enlor manogomfynt Stacey App18yard (Chief Executive officerl Charity numbèr 1158338 Company number 08456146 R•gl$tgrgd offl¢o Elsie Whiteley Innovation C8ntre Dpwood Lane Halifax Eng18nd HX1 SER Ind*￿nd•￿t •xamln•r V J Alkin￿n BK Plus Limited 52 Sl Johns Lang Halifax Wgst Yorkshire HX1 2BW HEALTHWATCH KIRKLEES CONTENTS Pagg Trustees. report stat8rn9nt of trustees, r8sponslblllllgs 1ndÈpendÈnl examiner's report Siat8menl of linancial aclivili85 8a18nce sheet Note5 to Ihe financial 51alemenls 8.16 HEALTHWATCH KIRKLEES TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2025 Th8 Irust88s pr8sent Ih8ir annual report and financial statements lor Iha y8ar end8d 31 March 2025. The fin8nei81 ststemeni$ have been prepared in 8c¢ord8n¢e with the 8¢¢0unb"ng poli¢ies set out in note I to the fin8nci81 slatetnenls and cotnply wilh the charity's Metnorandum and Articles ol Associalion, the Companies Act 2006 and Accounting nd Reporting by Charrties". Staternent of Recorlltnended Practice applicable lo charitie5 preparing their accounts in accordance wilh the FlnancSal Reporting Standard applicable In the UK and Republic ol Irelend IFRS 1021" leffectSvè 1 January 20191. Objectives and activitie The oblects ol the chadty are the advancement of h8allh and the rellof of those In ne8cI by r8ason Df youth, ag8,111-h8811h. i5ability or financial hardship by=_ provkjlng InlorrrK4lon and 8dvl¢& lo th¢ ggngr81 publ1¢ oboul local h&¥lih and $o¢io1 ¢or9 sorvi¢gs, • Makinq the views and experiences ol mernbers ol the general public known lo he8llh and SDcial car8 providers, enabling local pwple to have a voice in the devebpment, delivery and equalily ol access to I￿al health and care services and facilities, onducling research into relevant hearth and social care issues and making public the useful results of such res8arch. and provKling Ir8inirYJ and the developrnenl ol skills of volunteers and lh8 widtrr wmmunily in understanding, scrulinising. reviewing and monitoring h8allh and care services and facilities Public ben6fil The trustees have paid due re9ard to guidan￿ issued by the Charity Cornmisgon in decidin9 what activities the charity should underiaka. Achl8v•m•nts and p•rfomianc• Signific8nl 8¢1ivilies and Ochievel￿enls ag&in$l objectives Our organisalion can b? proud ol Ihe sontinuing work ov&r the past year. We continue lo focus on listening lo voice¥ that often go unheard, espeeAally those lacing bBriiers in sharing feedback with health and social care services. Our 8oard, our slaff and our volunlegr$ all bgllevg th81 unrlerslandlng what mallers most lo peoplo in our local communlty Is cruclal. We now know from conversati0115 With our many partners and stakeholders how valuable that lee(*)ack is lo shaping and irnproving service5. We recognise that I￿allY sourced stories 2nd broader data 9alherin9 is ideal. The eumulative effect of all that local intelligence ¢8n also really influence n81ional PC*li¢ies. E3¢h story helps bring de¢ision-m8king lo life in C8lderd8le, Kirkltt86 anLI across West Yorkshire & Cra¥en. The data providas a widor picturtr lo support ofton difficult dacisions on funding and slaffing by cAre providers. Our annual report shows how ULJr team ￿,￿rkS independently with health and care organisations to nve change. improve wmmunic8tion, and redasion SeNle8S based on publi¢ 1&8db8ck, Ive usè our local and règional voi¢6 to speak up lor patients. families. and carers Govgmmgnl proposals In July 2025, the Govemmenl ann?unced that both Heallhwalch England and local Heallhwalch WOU￿ bg abolishgd as part ol a wider reorganisalion ol the NHS, and that responsitxlity lor pats'enl voice would be shared amongst the Department of Health Bnd Social Care. Ihe Integrated Care Boards, and local authorities. The Governtnent will need lo change the law to begin lo deliver suci changes. and it could take two years to begin to implement. Our Board has decided that wh81 we do matters to the residents of Calderdale and Kirklees $0 we are going to carry on as bolorè. We 8re fortunate in thal we have boon 8blo lo re¢ruil a sgnilic8nl numbgr of now Board memb8rs whilst rètaining thoso who have been committed tD Ihe cause lor several years. We are therefore looking al ways IN which we can deliver wr core purpose over a longer term, indep2ndent ol Govemmenvs structural and 90Veman￿ initiatives. I would also like to thank our slaff and volunloers for1heir hard work which makes our charty 8s eff&ctiv8 as il ¢8n be, particularly in these uncertain limes. HEALTHWATCH KIRKLEES TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 We w81cotn8 your inv0￿Ment loc, you might want lo becom8 a volunteer gathering patient views, or as part of our trained Enter & Vieiv team. Healthwalch has the legal power to VlSlt heallh and care settings and report on what we find helping rasolve issuas when they aris8. We don't inspec¢ foimally like tho Caro Quality Commission bul wo do play a vi¢al role in 8ddr8ssing local issue5 and accountabilily. Melvyn Ingle$on Chalrp•rson Flnanclal revSew The charity has received incame in the year of £437.24712024-. £429,286), this includ8s £102,12512024.' £152,134) from Calderdalp MBC for Heallhwatch Calderdalp and NHS Cf)mplaints Advr)rAry and £2nES,92812n24.' f.184,5001 from Kirklees MC. fnr IhA HAallhwAl¢h Kirklo•9 e)nlra¢l Olh•r in¢om• was al$n r6csiv8d lolallino P1 ?fi,I q4. inrliiding in¢om• from Healthwatch Wakefield. Heallhwalch Leeds, NHS West Yorkshire and Cloverfeaf Advocacy. Eypgndilure for th6 y88r w88 £455,21012024,. £415,6101. The slalemenl of financial activities shows a deli¢it lor the year of £17,96312024.' £13,676 surplus). Unrestricted funds brought fo￿ard were £286,22718aving unreglricled funds carried forward of £268,264. Reserrfes policy Heallhwat¢h Kirklees aimed lo achievè 8 reserves target 013 monlhs expenditure, whioh is £130,000. The r858Nès currgnly sland al £268,264 al 31 Mareh 2025. Heallhwatch Kirkleas intends to reduce the unr8stricted reserv8s of ihe org8ni88tion through agreecl ancl budgeted spend io meet the Drganisab'on's objectives. Slruclure, govemance and rnanagemenl The charity is a limited company, limited by gLJarantee, end as such is wntrolled by ils Memorandum and Article5 of Association, dated 21 March 2013 and amended 5 February 2014 and 27 July 2022. The Irust&&s, who are also the directors for th8 purpose of company law. and s8rv8d durfng th8 y8ar and up to thè datè ol signature ol the lin8n¢ial slalttmenls were.. Nl R Fennel L C Hodgson R Hoiner J Ingleson IChairp•rsonl S King Y Sharif S H Thompson (Treastsrerl N E Whitlinghatn T Wilkn'nson DAWood JWFC8sey FAII C Harrison S Ankaarth R Morse (Resigned 12 Novernber 20241 (Resigned 1 June 20251 (Appointed 1 May 20241 (Appointed 22 October 20241 (Appolnled 3 Seplember 20251 (Appointèd 3 Saplèmb6r 20251 (Appointed 23 September 20251 (Appointed 22 Septefflber 20251 (Appoiiiled 30 Sepleinber 20251 HEALTHWATCH KIRKLEES TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 R8cruitm8nl and appoin1ffl8nt of trtlSt88S The Ch8rity board is madè up of the following'.- one person norninaled by each of Ihe organisath'ons that are members of the Charily, normally one person who holds the post tsf ehief executive or equivalent, and up ta five persons recruited from the community served by the Charity Liability of memb&rs None ol the Iruslees has any beneficial interest in the company. All of the trustees are rnember5 of the cornpany and ouaranloe lo conlrSbule £1 In the event of a winding up. The trustees, report was approved by the B02rd of Trustees. S H Thompson (Trgasurgrl Trustee 17 D8c8mbèr 2025 HEALTHWATCH KIRKLEES STATEMENT OF TRUSTEES. RESPONSIBILITIES FOR THE YEAR ENDED 31 MARCH 2025 Th8 Irust88s, who are also th8 directors ol Healthwatth Kirklees for the purpos8 ol CoMp￿Y law, ar8 re5ponsib18 lor preparing the Trustees, Report and the financial slatern￿t5 in accordanTr with applirable18W and Unrted Kingdom A¢¢ounting Slandards jUni¢ed Kingdom Génerally Atcepted Accounting Pradi¢o1. Company law requires the trustees lo prepare linancial statements lor each financial year which give a true and lair view ol the slate of affairs ol the charity and of the incoming resources and application of resources, including the income and expenditure, ol the charitable oompany for that year. In pi8paring these financial statetn8nts. the trustees are 18quir8d lo select suitable accounting policies and then apply them con51Stently,' observe the rnelhods and principles in the Charities SORP.. make judg8rn11Iils and asliiTialds that are r&asoiiablv and prudent.. state whether applleable UK Accounting Standards havè b88n followéd. subl•ct to any rnat8rial d•partur•s dlsclosed and ¢xplained in the financial stalomonts., and prepare th8 financial 51at8tn8n15 on the going concern basi$ unlèss 11 is inappropdata lo presum8 Ihal Ihe charlly will Continue in operation. The trusleèg ar8 responsible for keeplng adequate accountlng rÈ¢ord$ that dis¢lose wilh rèasonablè 8¢cura¢y 81 any ￿me the finaneial pts$ilion ol tha charity and enable them to ensurè that thè financial slatani8nts eomply with tho Compani8$ Ael 2006. Th8y are also responsibl8 for sa18 Juardlng th& assets ol th8 charlty and henctr for taklng r8asonabl8 steps tor th8 pr8v8ntion and dele¢tion of fraud and other irr&gul8rlties. HEALTHWATCH KIRKLEES INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF HEALTHWATCH KIRKLEES I report lo the Iru5tee5 on rny 8xaminalion of lh8 financial stalem8nt5 01 Heatthwatch Kirk188s Ilhe charity) for the year 8nd8d 31 March 2025. Ro$pon$lbllltl&$ and b¥sl$ of roport As Ihe trustoes ol tho charity land also its directors for the purposes ol company lawl, you ar• responsible for tho preparallon ol the financial statements in accordanc8 with the r8quirom8nt5 01 the Companies Act 2006. Having $8li$fied myself that the finan¢ial statements ol the charity are not required to be audited undèr Part 16 of the Companies Act 2006 and arè eligible for independent èxamination, I rèport in resp6cl of My exarrination of the charty's financial slalemenls carried out under section 145 of the Charities Act 2011. In carrying out my exarllination I ha08 lollow8d the Direclions given by the Charity Comrnission under section 14515llbl of the Charities Act 2011. Ind•p•nd•nt •xamln•rf8 stat•m•nt Since the charity'5 gross incorne exceeded £250,000, the indcpondenl examiner musl be g member of a body listed in sèclion 145 01 thè Charitias Act 2011. 1 confirm thal l am qualiligd to undartakè Ihs èxamination bg¢auso l am a mgrnbgr ol the Institut8 ol Chart8red Accounlanls in England and Wale5, which 15 on8 ol th8 listed boli85. I have completed my exarninalion. I confirm that no matt2rs have come to my atten￿'on in connection with the examination 9iving me cause lo believe that in any m81erial resp¢¢l'. aecountlng r8cords w8r8 not kèpl In respect ol th8 charlty as r•qulrad by s8ctlon 386 01 th8 Companl8s Act 2006. the flnanclal slalemenls do not accord with those records., or the financial slaternents do not COTnply with Ihe aC￿v￿lIng requiremet)ts ol section 396 of the Companies Act 2006 other than any requirement thet the ttnancial statements give a true and fair view, which Is not a matter considered 95 Part of an indeptrndenl examination., or the financial statements have not been prepared in accordance with Ihe methods and principles of the Statement ol Recommended Pra¢lice for 8¢counling and repDrtin9 by charibes applicable lo chgrilies preparing their lin8n¢ial statements in 3ccDrdance with Ihe Financial Reporting $18ndard 8ppli¢abl8 in th8 UK and Rapu>lic ol Ireland IFRS 1021. I have no concgrns and h8ve across no other tnalter8 in wilh the examination to which allenlion should be érawn in this report in order lo enEble a proper understanding of the financial slatements ID be reached. V J Atklnson BK Plu5 Lirniled 52 St Johns Lane alif¢x Wesl Yorkshlre HX1 2BW 18 Dtscember 2025 HEALTHWATCH KIRKLEES STATEMENT OF FINANCIAL ACTtVlTIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2025 Unr¢stTi¢tsd funds 202S Ro8tri¢lgd funds 2025 Total Unr•8tri¢ted fundg 2024 2025 Notes Incom• from= Charitable activibe5 349.630 87,617 437,247 429,286 Totol Ineomo 349,630 87,617 437,247 429,286 Exp•ndltur• on: Charitable aoiivilies 366,594 88,616 455,210 415,610 Total •xpondltur• 366,594 88,616 455.210 415,610 N•t in¢om*l{•xp*nditur•l 118,9641 199gi 117,9631 13,876 Transfers between funds 19991 99g N•t mo¥•mgnt In funds 117,963) 117,9631 13,678 R•conclllallon of funds.. Fund b8lan¢es 811 April 2024 286,227 2e6,227 272,$51 Fund balan¢9s at 31 March 2025 268,264 268,264 286.227 The slalernenl ol financial activities includes all gain5 and losses recognised in the year. All income expenditure derive from continuing aclivilies. HEALTHWATCH KIRKLEES BALANCE SHEET AS A T 31 AIARCH 2025 2025 2024 Not9¥ Curront assots Debtors Cash at bank and in hand 10 20.074 273,064 23,963 317.014 293,138 340.977 Cr•dltors: amounts falllng dug wlthln one year 11 124.8741 154,7501 Net current assets 268,264 286.Z27 Tho fvnds of tho ¢harfty Unrestricted funds 14 268,264 286.rd7 268,264 286,227 The company Is enlttled to thè 8xemption from Ihe audll requlremenl eontaineiri¥ril¥ rour)d¥d tu Ili# Iitldf&?*l £. 1.2 Golng conc•m Al the tirne of approving the fin8n¢ial slalements, the IrLJStees have a re8$0ngble expectation Ih8t the ¢harity has adequate resour¢8s lo continue in oparalional 8xisltsn¢8 lor tha fores&&able future. Thus th6 Iru$lttttg ¢onlinuè lo adopt the going concern basis of accounting in prepariiig the finaiick415talen)eiit5. 1.3 Charflablo fund$ Unreslricled funds are available for use at the discretion of the trustees in furiheiance of their tharilable objective5. R¢slricl$d lund$ aro $ubjo¢t lo $pe¢rfi¢ conditions by donors or 9ranlors as lo how Ih&y may be used. The purptsg$S and uses ol the restricted funds are sel out in the notes lo the linanrAal slalernents. Endoivmènl funds arè subject to sp8cllic condltions by donors that th8 capltal must b8 malntaln8d by th8 charfly. 1.4 Incorne Income is recognised when th8 charity is legally entiiled lo it aftor any p8rformance conditions have been mel. th8 amounts can be m•asurèd i¥liably. and il is probabl8 that incorne wlll b* rec¥lv•d. Cash donations are recognised on receipt. Other donation8 are recognis&d once the charity has been notified of the donation, unless perforrnance condilions require deferral ol the amount. Income tax recoverable in relation to donations re¢glved under Glft Ald or dfjeds of covgnanl 1$ r*¢ogni$gd al the Ilmg ol Ihg dono11on. Legacie5 are recognised on receipt or otherwise rf the charity has been notified of an irnpending distribution, the amount is known, and receipt 15 expect￿. If the arnount is nrrt known, the legacy 15 treated as a conlingenl asset. HEALTHWATCH KIRKLEES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 A¢¢ounting policies Icontinutdl 1.5 Expendituro Expenditure Is r￿Ognised On￿ there is a legal orconstructive obligation to transfereconomic benefit to a third paty, it is probablo that a tr8nsf¥r ol oconomic bongfits will bo roquired in setugmgnl, and Ihe amount of the obligation can b$ measured reliably. Exppndilur9 is classiligd by activity. The costs of each a¢tivity arg rnad9 up of thg tol31 ol dir9ft ¢osts and shared cosls, induding suppom aosts involved in undertaking each activity. Direct costs attributable to a singl& activity are allocated directly to that activity. Shared costs which contribute to more than one activity and supptsrt costs which ale not allributabl8 to a single activity are apportion8d balwa8n tho$8 aclivit18s on a basis Lonsist8nl with Ihe use ol resources. Central staff costs are allocated on the basis of tirne spent. and depreciation charge5 are allocated on the portion ol the asset's use. 1.6 Cash and cash èqulvalènts Cash and cash equivalgnls Include cash in hand. depo5115 held al call wth banks. olher short-lerm liquid investments with original maturities of three months or less, and bank overdrafts. 8ank overdrafts are shown wthin borrowin9s in ¢urrgnl liabiliti9S. 1.7 FinanciJl inslrumenty Th8 cliaiily lias &l¥cl¥d to apply thé provislons ol S8clion 11 'Basic Financial Inslrum8nls' and S8clion 12'0ther Flnanclal Inslrurnenls Issues, of FRS 102 10 all of hs Ilnancial Insirumonl$, Financlal In$trum•nts ar• r•cogni6•d In th• ¢harlly'$ balanc• sh••l wh•n lh• charfly b•¢om•$ party lo th• conlra¢lu•l provI5ions of the inslrumenl. Financlal assats and liabillliès ar8 offset, wllh th8 nat amounts pr8s8nt8d in tho financlal slat•rn8nts, when Ih•r8 is legally ènforcèabl8 right to sèl off thè rècognisèd arnounts and th8re Is an InlÈntlon to sèttlè on a nèt basls or to rèallsè th6 a8s81 and seille the Ilabllty slmullJn8¢usly. 8asic financial 088ets Basic fi'nancial assets. which include debtors and cash and bank balances. are initially measured at transaction price induding Ironso¢tion costs end are subsequenlly ¢arried al emortised ¢o$l using the effective interest melhod unless the arrgngemgnl con8lilules 8 financing Ir8n5aclion, whore the IrBnsa¢lion 15 tneasured al Ihg presgnt valug of the future recelpls dlscounied ai a rnarkel rate of Interest. Flnanckl asseis classlfled a5 recelvable wllhln one year are n amort1991J. Basic financi41 lff•billtl•s Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless thtr 8rr8ngomeni ¢onctitutes a financing trgn$3¢tion, w,hor• th6 dobl instnJm0nt is measurod 8t tha prosent v¥lu8 of th• future payments discounted al a market ral• ol Interest. Financlal Ilabllilles classifiod as payable within on8 yéar ar¥ not amortls*d. Debt instruments are subsequently cariigd al arn¢Jlis¥d cost. using the effaclive intertrsl rate m8thryJ. Trade cr8dltors are obligalSons to pay for goods or servlc85 Ihat hav8 been acquired in the ordinary coursg of optrrations from suppliers. Amounts payabltr are cLtyssifitrd as currtrnt Iiabililitrs il pas'mtrnt 15 due wrthin one year or loss. If not, they are presented as non-currenl liabilities. TrBde creditors are recognised inltially at transaction price and subsequently rneasured al amortised cost using tre effective inleresl rnelhod. D•r•¢ggnl¢lon of Iln8n¢lo1 Ilabllttlo8 Financial liabilits'es ar8 darècognisèd whèn thè charity's contractual obligalions èxpira or ar$ discharg$d or cancellèd. HEALTHWATCH KIRKLEES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 A¢¢ounting policies Icontinutdl i.e Employee bentsfitJ The Cost of any unused holiday entitlement is recognised in the period in which the employee's services are received. Terminalon benefits are recognised imrnediately as an expense when the charity is demonstrably Gomrnilled to lerrninate the employment of en employee or to provide termination benefits. 1.9 Retirement ben•fit8 Payrt￿nts to deliièd conti1￿tION r&tiremènt benefit schèmes are charged as 8n expense as they fall due. Crltl¢al •¢¢oundng •$tlmate$ and ludg¢m•nts In the applicalon of Iha chaiily's accounting polidos, the Iruslaas ara raqulrèd lo make judganwnls, estlmalas and assumptions about the carrying amount of asse15 and liabilities that are not readily apparenl from other sources. The estirnates and a550cialed assumptions are based on historical experience and other 18clors that 8re considered to be r818vanl. Actual 18sults may differ from th•sa astimates. The eslimale5 and underfying assumptions are reviewed on 8n ongoing basi5. Revisions lo accounting estimates are r8cognisad in thè pariod in whlch the èsllmal8 is rèvisad whero th8 r&visK)n affacts only that P8rfod, or in the pariod ol the revision and iuture perI￿S where the revision affects both current and future period5. 10- HEALTHWATCH KIRKLEES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Income from clwrltable actlvltles Uhr•Jtrictsd Rostri¢ted funds funds 2025 2025 Totthl Unrostri¢ted funds 2024 Re8trict•d funds 2024 Totthl 2025 2024 HoallhwatGh Klrklge¥ Services provided under contract 189734 189,734 246,370 246,370 Healthwatch caderdale S8rvlc¥s pruvlduLI uiidar contract 107.124 107,124 167,007 187,Q)7 Inv•stm•nt and cor• actlvili•8 Servi¢es provided under Lor)ir4LI J7.fj16 37,61fj Mat•mlty Volc•s Partn•rshlp Services provided under contract 45,950 45,950 4.000 4,Q)O Mutual Aidlmijc Services provided under contract 15.156 15,156 11,909 11,￿9 Corg 20 Plu¥ S Services provided undgr ¢ontr8ct 16,667 16,667 UK Shar• Prosp•rlty Fund Servlces provlded under contract 25,000 25,000 349,6JO 87,617 437,247 429,286 429.286 11 3JC> ts? Ln O LQ c¢ ¢D fv) ff CT> -4 th￿CO0 HEALTHWATCH KIRKLEES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Prevlous year- Healthwatch Heal¢hwatGh Investment Maternlty Klrkl&&$ Cald•rdalo and corg Volcas aGtSvltles Partnershlp 2024 2024 Mutual AldlMI$c Total 2024 2024 2024 Dlrect Costs Siaff costs Premises Computer exponses Posiage and stationery Staff and volunlegr ¢ost$ Training Motor and trovel Consultancy KCALC Management ¢horges 179,412 6.74S 4,507 580 869 1,357 4,885 238 133,684 6,054 4,508 325 1,930 925 2,757 2,353 19,667 3,400 11,904 348,04T 12.799 9,087 72 186 2.985 2,282 7.708 S,591 3,000 6,176 211 3,976 5,145 11,321 220 4,301 Bank charges Sundries 32S 2Q8,9S6 157,995 22,667 3,724 11,904 405,246 Shar¢ of iupport and gov•rnan¢• ¢osls18•• not• Sl Supptsil 2,850 4,514 3,000 10,384 211.806 182,509 25.667 3.724 11,904 415.610 Analy$i8 by fund Unresiri¢ted fun¢$ 211,806 162,509 25,6ts7 3,724 11,9Q4 415,610 Support ¢o$t$ allo¢at•d to •¢tlvltlo$ 2025 2024 Govérnance cos1¥ 10.685 10.364 Anatys•d b•lw••n: Healthwal¢h Kirkleès Hgallhwalch Cald8rdal9 Inveslmenl and core activities Maternity Voices Partnership Mutual ￿'dI￿lsC Core 20 Plus 5 UK Share Prosperity Fund 1.420 2,395 6,132 151 350 80 157 2,e50 4.514 10,685 10,364 13- HEALTHWATCH KIRKLEES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Support CO8t$ allocat￿ to a¢tiviti¢$ Icontinutdl 2025 2024 Governance colts ¢ompri8e'. Audit fees Legal and prof8ssional Trustee expenses 2.588 8,064 33 2,744 7.620 10,685 10.364 N•t mov&rn•nt In funds Z1125 2024 The net movgmgnl in funds is slalgd aftgr ¢hargingll¢rgdilingl'. Fees payabl8 for the indep8nd8nl exarninalion of Ihe charity's financial slalem8nls 2,588 2.744 Trustoes During th8 year on8 trust88 was paid a total of £3312024.. Nil) Sn r&s￿Cl of trav81 and oth8r sundry èxp8ns•s. Trustees holding the position of Chalr of the board were ramun8r3led lor performinc this function. Melvyn Ing8lson was paid £6,00012024.. £6,000). Employees The average monthly number ol employees during the yèar was.. 202$ Nurn￿r 2024 Number Managam8nl Chorilablè activthe$ 10 Total 12 Employmont ¢osts 202S 2024 Wages and salaries SocSal security costs Other p8nsion costs 324,988 29.919 20.799 300,743 26,753 20,551 375.706 348,047 Thèrs w&r* no amployaès whosè annual rèmunara1ion was mora than £60,000. 14- HEALTHWATCH KIRKLEES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 Employ•¢$ Icontinutdl Rèfflunerjjtion of kéy rnthnagement pernonnol The remuneration ol key rnanagement personnel wes as follcws.. 2025 2024 A99regale compensatioii 107,738 92,480 Taxatlon I he charity 18 exp￿P1 from trxalion on its athvilies because all Its 18 applied for charilable Purpo￿8. 10 Dfrblors 202S 2024 Amounts falllng duo wlthln on8 yoar.. Trade debtors Other debtors Prep8ymenls and 8¢crued income 12,091 15691 8,552 18.291 1831 5,755 20,074 23.963 11 Credilor•'. 4mounts falling due within one year 2025 2024 Other taxation and social security Trade creditors Other crodilors Accruals L1elgrrgd incorne 12.143 5,577 1.865 5.289 24.55 3.959 879 25,356 24,874 54,750 12 R•tlr•m•nt b•n•flt sehèm•s 2025 2024 Dellnod ¢onidbutlon $¢hemèts Charge to profit or1055 in respect of defined contributs'on schemes 20,799 20,551 The charity opgrates a defirpd contribution pension scheme for all qualifying emploiees. The assets of Ihe scheme are held separalely Irom those of the charity in an independently adminislered lund. 15- HEALTHWATCH KIRKLEES NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025 13 R•strlcted funds The restrieted funds of the therity eornprise the unexpended bal8nces ol donotion$ and 9r8nts held on trust Subjeet to specific conditions by donori as to how Ihey rnay be used. At 1 April 2024 Incoming rosourcog R•8our¢os •xpènded Transfèrn At 31 March 2025 Maternity Voicès Partn8rship Core 20 Plus 5 UK Share Prosperity Fund 45,950 16.667 2S,000 145.8031 118,0551 124.7581 11471 1,388 12421 87,617 188.6161 14 Unre8tricted fuTrd6 Th8 unr8Stric18d funds of th8 charity compris8 thè un8xpended balanc85 ol donalions and grants whlch are not subject to speciflc condllions by donors and 9ranlors as to how thèy may bè usèd. These Include de5igritited funds whlch hav• beèn sel aside out ol unrestricted funds by the Iruslees for specllic purposes. At 1 Aprll 2024 In¢oMlng resources R¢sour¢•$ expended Tran$fors At 31 March 2025 General lund$ 286.227 349,630 1366,5941 19991 268,264 Previous year: At 1 April 2023 Incorning f•8ourc•# Resources •xp•nd•d Transfer¥ At 31 March 2024 General funds 272,551 429,286 1415,6101 286,227 15 Related party tran5actlons Tran$a¢¢lon¥ wlth r¥lated partlefj During the year Ihe charSty onlarod Inlo th8 followlng transactknns wlth r8lat8d part18S'. The charity rents Dffices and receives associaled man8gement seNices trDrn Kirklees Citizen's Advice and Law Centre, Nick Ivhillingham a Irustse of Heallhwalch Kirkle8s is the Chi8f Executive al Kirklees Citizen's Advice and Law Cenlre. Managemenl lees poid in the year were £12,35012024 '. £12,3SO includes renl and services charges), Ihe bal8n¢e oulslanding al the y8ar end was £3.08812024 .. £3,0881. 16- This document was delivered using electronic communications and authenticated in accordance with the registrar's rules relating to electronic fonn, authentication and manner of delivery under section 1072 of the Companies Act 2006.