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← Inclusion Barnet

2025-03-31-accounts

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

REGISTERED CHARITY NUMBER: 1158632

Report of the Trustees and

Consolidated Financial Statements for the Year Ended 31 March 2025

for

Inclusion Barnet

Grant Harrod Lerman Davis LLP Chartered Accountants Statutory Auditors Second Floor, Kirkland House 11-15 Peterborough Road Harrow Middlesex HA1 2AX

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Inclusion Barnet

Contents of the Consolidated Financial Statements for the year ended 31 March 2025

Page
Foreword from the Co-Chairs 1
Report of the Trustees 2 to 13
Report of the Independent Auditors 14 to 17
Consolidated Statement of Financial Activities 18
Consolidated Balance Sheet 19
Charity Balance Sheet 20
Cash Flow Statement 21
Notes to the Cash Flow Statement 22
Notes to the Financial Statements 22 to 33

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Inclusion Barnet

Foreword from the Co-Chairs for the year ended 31 March 2025

Looking back on a busy year, we want to start by acknowledging outgoing Trustees Jennifer Pearl and Edward Cousins. Jennifer, who will continue as an ambassador for Inclusion Barnet, served as Co-Chair for many years and did a huge amount to raise our profile, whilst Eddie was a huge asset in improving our approach to equality, diversity and inclusion (EDI). We thank them both for their service. We also extend our heartfelt thanks to our Chief Executive Officer, Caroline Collier. Her courage, strategic vision and leadership have been pivotal in guiding us through this year's challenges and successes.

This year we welcomed Monique Gardiner to the senior management team in June 2024 as Director of Communities, leading our community organisation support offer, the Grange Big Local initiatives and libraries. Keely Parnaby was promoted to Director of Peer Services, overseeing Touchpoint advice and peer support, Barnet Healthwatch, Healthy Hearts and our forensics user voice work. Claire Fisher, our Head of Communications and Engagement, and Geoff Fimister, our Head of Policy, make up the rest of the senior team.

One of this year's biggest achievements was something we had been working towards for some time: in September 2024 we launched the Campaign for Disability Justice. Calling for #OpportunitySecurityRespect, it was covered by the Disability News Service and quickly became established as a voice in the campaign for disability rights. Read more below on the successful launch and the impact we've been able to make already. Our thanks go to our Communications and Engagement Team who built the campaign platform in-house.

Another achievement was securing continued funding from the National Lottery Community Fund towards our Touchpoint peer support service. Touchpoint has become a key service for disabled people in Barnet, so we are delighted to see it go from strength to strength with the generous support of national lottery players. This was augmented by a grant from the Henry Smith Foundation, an amazing charity with a history of philanthropy stretching back to the seventeenth century.

We were also delighted to see our Healthy Heart team's work recognised with a certificate of appreciation from the African Caribbean Culture Society. This speaks to the team's great work, so congratulations to Judi, Salna and Riffat for all they do to support local communities. Healthy Heart started as a short-term initiative instigated by Barnet Public Health. We're pleased that we've been able to secure external funding to continue it beyond its intended duration as it has had such significant impact.

Less positively, we were disappointed to lose Healthwatch Barnet when the service was retendered after five years of successful delivery. We want to acknowledge the great work the team did, especially Healthwatch Barnet Manager, Sarah Campbell.

As we said goodbye to Healthwatch Barnet, we prepared to welcome Healthwatch Enfield as Listen to Act would merge into Inclusion Barnet in April, an Enfield-based charity with a strong track record in Healthwatch delivery as well as youth voice work.

This year also saw the conclusion of the 10-year Grange Big Local initiative in East Finchley, which we hosted for over four years. We celebrate its Chair, James Masters, who was awarded a British Empire Medal in the King's 2025 New Year Honours for his outstanding community service.

Finally, we are grateful to all our funders, who make our work possible:

We also want to thank all our staff, volunteers and members who deliver and shape our work - we remain proud to be peer-led and, crucially, that our work is peer-delivered.

James Evans and Sara Nicole Gardner December 2025

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

The trustees present their report with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

OBJECTIVES AND ACTIVITIES Objectives and aims About Inclusion Barnet - Our Vision, mission and values

These were refreshed in 2020, after consultation with stakeholders.

Vision:

We believe in a world where Disabled people live their lives free of barriers and stigma.

Mission

Our mission is to harness the strength and skills gained from our lived experience of disability to create more inclusive services and communities.

Approach

1. Thought leadership:

To work towards a better understanding of the needs of disabled people and their on-going contribution to services and society.

2. Peer support:

To design and deliver services which utilise lived experience to meet the needs of disabled people.

3. User voice:

To raise awareness and educate society about the barriers faced by disabled people and how we can work together to remove those barriers.

4. Empowerment:

To empower and enable disabled people to achieve their potential.

5. Community Development:

To develop inclusive communities which provide equality of opportunity for all their members.

Values

We strive to be collaborative; reflective; empowering; supportive; empathetic; proactive.

Strategic Aims 2021-25

During the current five year period, we are focusing on working towards a world in which:

  1. Disabled people can live their lives free of stigma and poverty;

  2. The health inequalities of disabled people in Barnet and beyond are addressed, with full regard to intersectionality and how it impacts on people's life chances;

  3. Disabled people in Barnet and beyond have access to person-centred services which address their individual needs and the systemic barriers they are facing;

  4. Disabled people in Barnet and beyond are able to take a leadership role in creating a thriving and socially just society.

Progress against our Strategic Priorities

Disabled people can live their lives free of stigma

The health inequalities of disabled people in Barnet and beyond are addressed, with full regard to intersectionality and

how it impacts on people's life chances

We participated in the following work to tackle health inequalities:

Disabled people in Barnet and beyond have access to person-centred services which address their individual needs and

the systemic barriers they are facing

We continued to deliver the following person-centred services:

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

We also encouraged a person-centred approach through our training and consultancy through Inclusion Unlimited.

Disabled people in Barnet and beyond are able to take a leadership role in creating a thriving and socially just society. We continued to demonstrate the importance of Disabled people as community leaders by delivering

In addition, we provided extensive representation on strategic boards in the borough, with our CEO continuing to chair both Wellbeing Together CIC and the NCL VCSE Alliance.

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

OBJECTIVES AND ACTIVITIES Activity During the Year Communications, Engagement and Policy Work

The communications team delivered significant impact this year despite tight resources and its diverse remit, notably:

Launching the Campaign for Disability

Establishing a thriving London-wide Community of Practice for strategic communications

We co-lead the Community of Practice with Inclusion London, to capacity build our sector and apply the Talking About Disability guide.

The Talking About Disability Guide was the output of a joint project with Inclusion London and several other Deaf and Disabled People's Organisations, supported by City Bridge's Cornerstone fund. We worked with strategic communications experts Equally Ours to identify language which helped foster more positive attitudes to disability. - 27 members from 43 organisations joined within the first year

o delivered 6 network sessions and

o provided one-to-one strategic communications advice to Camden Disability Action and Action on Disability. - 100% of surveyed Community of Practice members said they were more confident applying the Talking About Disability guide to their communications and strategic communication principles covered in one of our workshops.

"Really great to have an opportunity in the workshop to start putting things into practice - quite often when things are so busy, there's not a chance to do this as part of my day-to-day workload, but having that dedicated time to experiment and explore was really appreciated"

Continuing to grow the reach and impact of our User Voice work

We continued to make sure that Disabled people are heard in local planning and policy-making and can participate in civic life. This year:

During the year, the team

One of the newsletters the team publishes is Barnet Voice For Mental Health's Weekly. 51 editions were delivered this year to 194 subscribers, with a consistent open rate of 35%, and excellent readership feedback.

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

OBJECTIVES AND ACTIVITIES

"I look forward to 8am every Monday morning for my weekly newsletter. I find it's helpful, full of such interesting articles and podcasts that really set me up for the week and keep my mental health on track."

The team also represented Inclusion Barnet at local and national events e.g., at the VODG network summit and AGM; parliamentary reading of "The 39 Steps: Realising the potential of Flex Plus working for disability inclusion"; Department of Business & Trade meeting on the carers unpaid leave policy; the Mayor of Barnet's Finale Charity Gala Dinner.

Recruiting an engagement and implementation officer to embed the Mental Health Charter across the borough on behalf of the Barnet Together Partnership

We:

The team also supports all Inclusion Barnet colleagues with their communications, including the development of marketing materials, websites and newsletters, maintaining our website and social media, leading on data analysis and reporting, delivering the AGM, and providing internal communications and training. This year, the team delivered 12 training sessions to Inclusion Barnet and Barnet Together staff, e.g. an interactive workshop on the social model of disability at our staff away day. 90% of those who attended reported an increased understanding of social model of disability as a result.

"I learnt about different barriers that individuals may face, also the passion the team displayed was very admirable."

"I have a better idea of various colleagues' roles and perspectives."

The team also developed our first trans awareness policy and guidelines for management to comply with new HR legislation and recommendations.

Extending our Policy Work

Geoff Fimister joined us as Head of Policy in January 2024. His part-time role overlaps with other areas of his work, notably as Co-Chair of the Disability Benefits Consortium (DBC), thus extending our reach.

His work, in close collaboration with Caroline Collier, directly supports and makes possible our Campaign for Disability Justice.

Our overarching approach is to identify the issues that are important to Disabled people in Barnet, liaising closely with our frontline services, and to seek to address them, currently with a particular emphasis on employment, social security and respect.

Through our connections with national networks, we can seek to assess how widespread these issues are and how best to tackle them, including through joint national action.

We continue to be active in the DBC serving as a DPPO representative. We are also working with the DPO Forum and the Disability Poverty Campaign Group.

Campaign for Disability Justice: current priorities

#OpportunitySecurityRespect

The campaign calls for a decent income for Disabled people, in or out of work; high-quality employment support to help Disabled people find suitable, accessible jobs, offered on an opt-in basis without compulsion and sanctions; and for government and the media to show respect for Disabled people and for benefit claimants.

Both the campaign and Inclusion Barnet itself have worked hard to engage with the new Government in these areas, as well collaborating with allies and locally to identify and follow up issues. At the time of writing, we are working on a response to the recent Green Paper on disability benefits and have been running a "write to your MP" campaign urging Government to engage with Disabled people in constructive dialogue and take threatened benefit cuts off the table.

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

OBJECTIVES AND ACTIVITIES

Barriers to Employment Research project

In January 2025, Geoff started working with the Learning and Work Institute and Inclusion London on a research project exploring the barriers to employment experienced by Disabled people and what good employment support should look like. The work was commissioned by the Central London Forward group of local authorities.

Other initiatives

In the course of this work, Geoff also met with:

Peer Services

Touchpoint Peer support and Touchpoint Benefits Advice

Our Touchpoint Peer Support service supports Disabled people living, working or studying in Barnet to overcome barriers relating to their disability. The service helps people achieve self-directed goals so they get their needs met better, improve their overall health and wellbeing and feel less isolated in their communities, for example by finding accessible accommodation or accessing inclusive education, work or training.

Touchpoint is in high demand.

During the year,

Our clients between them identified 517 goals for themselves, of which 417 were completed. We logged - 268 records of reduced social isolation, for example: leaving the home more, increased engagement with services and engaging in new activities.

Our Benefits Advice Service helps Disabled people living, working or studying in Barnet to claim the social security benefits and travel concessions they are entitled to. We offer benefit calculations, signposting, form filling and support with mandatory reconsideration.

How important this service is for Barnet's Disabled residents is reflected in the high-level demand for it. We often struggle to meet this demand, and on occasion have to close it to new referrals/enquiries.

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

OBJECTIVES AND ACTIVITIES

To manage this better and reduce our waiting list and closure periods, we introduced a two application per client rule. This has the added benefit of promoting self-advocacy with some people now completing their own claims, enabled by the full signposting, referral support and advice we continue to provide.

People using the service are still presenting with complex cases needing intensive support with high levels of emotional distress. Many of the people who come to us have experienced trauma and have not felt heard by other agencies, so they tend to "store up" their issues until they find a safe place to share them. Clients are worried about the reforms in the DWP Green Paper "Pathways to Work" and we continued to support them with this by directing them to our own campaign and policy resources.

During the year, the service:

Our benefits advice service has been developed as part of a partnership with Inclusion London as capacity-builder and 5 other London DDPOs since 2019. Since 2023, supported by a grant from the London-wide Propel programme, this partnership - led by ourselves - has jointly worked towards making our specialist advice provision more sustainable by growing them from "one advisor" services and by providing sustained professional development and peer support; and working with the London advice sector on making it more inclusive and accessible and thus improving advice provision for Disabled Londoners.

During the year, the Propel advice (PAP) project:

PAP has already demonstrated that to successfully recruit and retain Disabled people within the advice sector, a number of measures are important: obtaining Access to Work support for staff is key, including employers helping to challenge unfair decisions where necessary; embedding inclusive recruitment practices and disability leave; peer support groups, accessible training and reflective practice. It also demonstrated a clear link between advice work on the ground and the national policy level: a number of structural issues that were identified through this wider workforce development work were addressed with national agencies by our Head of Policy and the Disability Benefits Consortium.

Healthwatch Barnet

Up to the end of this reporting year, we delivered Healthwatch Barnet as a peer-led service. Our Healthy Heart project to improve heart health within communities of African and Asian heritage was part of the Healthwatch umbrella during this year.

Key activities and achievements during the year were:

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

OBJECTIVES AND ACTIVITIES

During the year,

Connecting Health Communities

Following a successful application, we participated in a series of meetings for this IVAR supported project about improving reasonable adjustments within secondary care settings across Barnet and Enfield involves The Royal Free Hospital, North Middlesex Hospital, Public Health, Healthwatch Enfield, Healthwatch Barnet and VCSE organisations across both Boroughs, including Mind in Enfield and Barnet.

The steering group met on several occasions and agreed to focus the project on reasonable adjustments within A&E/urgent care settings.

Barnet Together Partnership: Community Organisation Support

Together with the Young Barnet Foundation and Volunteering Barnet, run by Groundwork, we provide capacity building, networking, training and advice to Barnet's local community and faith groups. Together with Barnet Council we form the Barnet Together Alliance to support a thriving Barnet community and faith sector and civil society. During 2025, our many member organisations provided support to 250,000 residents.

During this year, we:

"Thank you so much, this training was excellent. It was exactly the right topic and level of training that [our organisation] needed! Thank you for arranging such a knowledgeable and good speaker."

The service received continued high satisfaction ratings, with members highlighting the clarity, usefulness, and human-centred approach of the service.

Strategic Engagement and Partnership Working

Our Community Organisation Support team continues to play a central role in leading the Barnet Together partnership, aligning sector priorities, amplifying member voices, and supporting the infrastructure needed for effective community delivery.

Through this leadership, the team is embedded in borough-wide strategic networks to influence policy, funding, and inclusion across Barnet and beyond. This includes active participation in:

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

OBJECTIVES AND ACTIVITIES

In addition, our team started to develop a new borough-wide community and faith network to bring together community and faith groups with local councillors to foster more inclusive dialogue and partnership.

Grange Big Local (GBL)

We served as "trusted organisation" and provided co-ordination and administration for this 10-year neighbourhood development project in East Finchley.

2024/25 was GBL's last year. It entered its final delivery year with a strong focus on legacy and community ownership: - £500 secured from the London Festival of Architecture to support a community walk and legacy film celebrating GBL sites and impact

Library Services

We run New Barnet and South Friern branch libraries on behalf of Barnet Council.

During this year:

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

OBJECTIVES AND ACTIVITIES

Inclusion Unlimited (trading subsidiary)

Public benefit

We confirm we have complied with the duties set out in the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission. We work to create and deliver services which benefit Disabled people, primarily in Barnet, their family carers and the wider Barnet community. We also have an impact through our research and voice work, both in Barnet and beyond. In order to do this, we work within the guidelines set out below. The trustees are mindful of their duties to minimise all risks of harm and to ensure that people will benefit from our services.

ACHIEVEMENTS AND PERFORMANCE

Fundraising

Practically all of our in-year fundraising was from institutions, namely trusts and foundations and public funders. Other income came from bidding for service contracts. A small amount was raised through our developing Campaign. Monitoring of fundraising sits with our Operations Lead and CEO, reporting to the board. We are mindful of the need to protect vulnerable users from fundraising pressures, and word our asks carefully accordingly. We received no complaints about our fundraising.

FINANCIAL REVIEW

Financial position

These accounts represent the results for the charity for the period ending 31 March 2025. The charity had incoming resources of £1,926,717 and outgoing resources of £1,888,756. At the year end the charity had accrued income of £93,296 (2024: £106,283) which was received during 2025 shortly after the close of the financial period.

Reserves policy

The trustees have reviewed our reserves policy and agreed that it is necessary for the organisation to have reserves equal to three months running costs. We are nearly at this figure, and our current reserves stand at unrestricted reserves of £407,700 (2024: £371,004) and restricted reserves of £224,503 (2024: £223,238).

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

As a Charitably Incorporated Organisation (CIO) Inclusion Barnet is bound by its governing document, its constitution.

Constitution, Policies and Objectives

Inclusion Barnet adheres to the social model of disability. It is a Deaf and Disabled People's Organisation (DDPO) and functions as Barnet's Centre for Independent Living.

Inclusion Barnet's objects are as follows:

  1. To relieve the needs of Disabled people, including people with mental health issues and long-term conditions, by providing support, education and practical advice to enable them to achieve and maintain choice, control and independence in their lives and to access services, entitlements and opportunities.

  2. Such charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the trustees may from time to time determine.

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT Recruitment and appointment of new trustees

The management of the charity is the responsibility of the trustees who are elected and appointed under the terms of the Constitution and attendant policies and practice. They can be appointed by either members or trustees, and there must be at least three but no more than 12. All our trustees have a self-declared impairment, aside from our Carers' Representative.

Governance

Overall strategic responsibility for the organisation lies with the Board of Trustees which meets regularly to set policy and monitor performance. Day-to-day management of the organisation is delegated to our chief executive, assisted by a professional staff team.

Induction and training of new trustees

Each new trustee is given an induction and training of all trustees is regularly reviewed.

Related parties

Payments totalling £10,950 were made to director of Inclusion Unlimited CIC, Amanpreet Ahluwalia, for services provided in the course of the year (2024: Nil).

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

The trustees regularly assess the major risks to which the organisation is exposed, in particular those related to its operations and finances, and have satisfied themselves that the appropriate policies and systems are in place to manage and mitigate exposure.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1158632

Principal address

Independent Living Centre C/O Barnet & Southgate College 7 Bristol Avenue Colindale London NW9 YBR

Trustees

Latha Narendran Srinivasan Anastasia Emma Berry Edward Cousins (resigned 11.3.2025) Sarah Nicole Gardner James Evans John Joseph McCafferty Jennifer Pearl (resigned 11.3.2025) Nitish Lakhman (appointed 1.5.2025)

Auditors

Grant Harrod Lerman Davis LLP Chartered Accountants Statutory Auditors Second Floor, Kirkland House 11-15 Peterborough Road Harrow Middlesex HA1 2AX

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Inclusion Barnet

Report of the Trustees for the year ended 31 March 2025

STATEMENT OF TRUSTEES' RESPONSIBILITIES

The trustees are responsible for preparing the Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Charity law requires the trustees to prepare financial statements for each financial year. Under that law, the trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law).

Under charity law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period. In preparing those financial statements, the trustees are required to

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011 and The Charity (Accounts and Reports) Regulations 2008. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

1/26/2026

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

[Janes ........................................................................ SignedBFD3COEBA88040D...by:Evans James Evans - Trustee

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Report of the Independent Auditors to the Trustees of Inclusion Barnet

Opinion

We have audited the financial statements of Inclusion Barnet (the 'charity') for the year ended 31 March 2025 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The trustees are responsible for the other information. The other information comprises the information included in the Annual Report, other than the financial statements and our Report of the Independent Auditors thereon.

Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

Matters on which we are required to report by exception

We have nothing to report in respect of the following matters where the Charities (Accounts and Reports) Regulations 2008 requires us to report to you if, in our opinion:

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Report of the Independent Auditors to the Trustees of Inclusion Barnet

Responsibilities of trustees

As explained more fully in the Statement of Trustees' Responsibilities, the trustees are responsible for the preparation of the financial statements which give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charity's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so.

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Report of the Independent Auditors to the Trustees of Inclusion Barnet

Our responsibilities for the audit of the financial statements

We have been appointed as auditors under Section 144 of the Charities Act 2011 and report in accordance with the Act and relevant regulations made or having effect thereunder.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue a Report of the Independent Auditors that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

To identify risks of material misstatement due to fraud ("fraud risks") we assessed events or conditions that could indicate an incentive or pressure to commit fraud or provide an opportunity to commit fraud. Our risk assessment procedures included:

We communicated identified fraud risks throughout the audit team and remained alert to any indications of fraud throughout the audit.

As required by auditing standards, we perform procedures to address the risk of management override of controls, in particular the risk that management may be in a position to make inappropriate accounting entries. On this audit we do not believe there is a fraud risk related to revenue recognition because the Charity's revenue transactions are simple and low value with few, if any, judgmental aspects to revenue recognition. We are not aware of any incentives or pressures linked to revenue recognition.

We did not identify any additional fraud risks.

In determining the audit procedures, we took into account the results of our evaluation and testing of the operating effectiveness of fraud risk management controls.

We also performed procedures including identifying journal entries and other adjustments to test based on risk criteria and comparing the identified entries to supporting documentation. These included those posted to unusual accounts. Identifying and responding to risks of material misstatement due to non-compliance with laws and regulations.

We identified areas of laws and regulations that could reasonably be expected to have a material effect on the financial statements from our general commercial and sector experience, and through discussion with the directors and other management (as required by auditing standards), and discussed with the directors and other management the policies and procedures regarding compliance with laws and regulations.

We communicated identified laws and regulations throughout our team and remained alert to any indications of non-compliance throughout the audit.

Context of the ability of the audit to detect fraud or breaches of law or regulation.

Owing to the inherent limitations of an audit, there is an unavoidable risk that we may not have detected some material misstatements in the financial statements, even though we have properly planned and performed our audit in accordance with auditing standards. For example, the further removed non-compliance with laws and regulations is from the events and transactions reflected in the financial statements, the less likely the inherently limited procedures required by auditing standards would identify it.

In addition, as with any audit, there remained a higher risk of non-detection of fraud, as these may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal controls. Our audit procedures are designed to detect material misstatement. We are not responsible for preventing non-compliance or fraud and cannot be expected to detect non-compliance with all laws and regulations.

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Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Report of the Independent Auditors to the Trustees of Inclusion Barnet

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at www.frc.org.uk/auditorsresponsibilities. This description forms part of our Report of the Independent Auditors.

Use of our report

This report is made solely to the charity's trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charity's trustees those matters we are required to state to them in an auditors' report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity's trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Grant Harrod Lerman Davis LLP Chartered Accountants Statutory Auditors Second Floor, Kirkland House 11-15 Peterborough Road Harrow Middlesex HA1 2AX

1/27/2026 Date: .............................................

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Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Consolidated Statement of Financial Activities for the year ended 31 March 2025

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
Charitable activities
4
Charitable activities
Investment income
3
Total
EXPENDITURE ON
Charitable activities
5
Charitable activities
Raising funds
Total
NET INCOME/(EXPENDITURE)
Transfers between funds
14
Net movement in funds
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD		 Unrestricted
fund
£
18,470
312,817
10,359
341,646
354,526
13,837
368,363
(26,717)
63,413
36,696
371,004
407,700		 Restricted
funds
£
7,106
1,577,965
-
1,585,071
1,520,393
-
1,520,393
64,678
(63,413)
1,265
223,238
224,503		 2025
Total
funds
£
25,576
1,890,782
10,359
1,926,717
1,874,919
13,837
1,888,756
37,961
-
37,961
594,242
632,203		 2024
Total
funds
£
35,582
1,413,723
9,875
1,459,180
1,390,725
6,013
1,396,738
62,442
-
62,442
531,800
594,242

The notes form part of these financial statements

Page 18

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Consolidated Balance Sheet 31 March 2025

2025 2024
Unrestricted Restricted Total Total
fund funds funds funds funds
Notes £ £ £ £
FIXED ASSETS
Tangible assets 11 6,482 - 6,482 9,854
CURRENT ASSETS
Debtors 12 65,667 - 65,667 90,296
Cash at bank 498,975 337,782 836,757 787,973
564,642 337,782 902,424 878,269
CREDITORS
Amounts falling due within one year 13 (163,424) (113,279) (276,703) (293,881)
NET CURRENT ASSETS 401,218 224,503 625,721 584,388
TOTAL ASSETS LESS CURRENT
LIABILITIES 407,700 224,503 632,203 594,242
NET ASSETS 407,700 224,503 632,203 594,242
FUNDS 14
Unrestricted funds 407,700 371,004
Restricted funds 224,503 223,238
TOTAL FUNDS 632,203 594,242

The financial statements were approved by the Board of Trustees and authorised for issue on 1/26/2026............................................. and were signed on its behalf by:

............................................. [JanesSignedBFD3COEBA88040D...by:Evans James Evans - Trustee

The notes form part of these financial statements

Page 19

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Charity Balance Sheet 31 March 2025

2025 2024
Unrestricted Restricted Total Total
fund funds funds funds funds
Notes £ £ £ £
FIXED ASSETS
Tangible assets 11 6,482 - 6,482 9,854
CURRENT ASSETS
Debtors 12 101,962 - 101,962 119,697
Cash at bank 402,734 337,782 740,516 709,594
504,696 337,782 842,478 829,291
CREDITORS
Amounts falling due within one year 13 (154,334) (113,279) (267,613) (292,481)
NET CURRENT ASSETS 350,362 224,503 574,865 536,810
TOTAL ASSETS LESS CURRENT
LIABILITIES 356,844 224,503 581,347 546,664
NET ASSETS 356,844 224,503 581,347 546,664
FUNDS 14
Unrestricted funds 356,844 323,426
Restricted funds 224,503 223,238
TOTAL FUNDS 581,347 546,664

The financial statements were approved by the Board of Trustees and authorised for issue on 1/26/2026 ............................................. and were signed on its behalf by:

Signed by: [Janes ............................................. BFD3COEBA88040D...Evans James Evans - Trustee

The notes form part of these financial statements

Page 20

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Consolidated Cash Flow Statement
for the year ended 31 March 2025
2025
Notes
£
Cash flows from operating activities
Cash generated from operations
1
39,734
Net cash provided by operating activities
39,734
Cash flows from investing activities
Purchase of tangible fixed assets
(1,309)
Interest received
10,359
Net cash provided by investing activities
9,050
Change in cash and cash equivalents in
the reporting period
48,784
Cash and cash equivalents at the
beginning of the reporting period
787,973
Cash and cash equivalents at the end of
the reporting period
836,757		 2024
£
71,678
71,678
(6,682)
9,875
3,193
74,871
713,102
787,973

The notes form part of these financial statements

Page 21

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Cash Flow Statement for the year ended 31 March 2025

1. RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES

Net income for the reporting period (as per the Statement of Financial
Activities)
Adjustments for:
Depreciation charges
Interest received
Decrease in debtors
Decrease in creditors
Net cash provided by operations		 2025
£
37,961
4,681
(10,359)
24,629
(17,178)
39,734		 2024
£
62,442
7,249
(9,875)
27,602
(15,740)
71,678

2. ANALYSIS OF CHANGES IN NET FUNDS

At 1.4.24 Cash flow At 31.3.25
£ £ £
Net cash
Cash at bank 787,973 48,784 836,757
787,973 48,784 836,757
Total 787,973 48,784 836,757

The notes form part of these financial statements

Page 22

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements for the year ended 31 March 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Computer equipment - 25% on cost

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

2. DONATIONS AND LEGACIES

2025 2024
£ £
Donations 25,576 35,582

continued...

Page 23

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

3. INVESTMENT INCOME

Deposit account interest
4.
INCOME FROM CHARITABLE ACTIVITIES
Activity
Grants
Charitable activities
5.
CHARITABLE ACTIVITIES COSTS
Charitable activities
Raising funds
6.
SUPPORT COSTS
Charitable activities		 Direct
Costs
£
1,736,979
13,837
1,750,816
Admin and
support
£
91,498		 2025
£
10,359
2025
£
1,795,811
Support
costs (see
note 6)
£
106,744
-
106,744
Governance
costs
£
15,246		 2024
£
9,875
2024
£
1,413,723
Totals
£
1,843,723
13,837
1,857,560
Totals
£
106,744

7. AUDITORS' REMUNERATION

Included within governance cost for is £8,000 in respect of audit fees (2024: £8,000).

8. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

During the year there were no expenses reimbursed to trustees (2024: £Nil).

There were no payments made to trustees in the course of the year (2024: £12,508).

continued...

Page 24

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

9. STAFF COSTS

Wages and salaries
Social security costs
Other pension costs
The average monthly number of employees during the year was as follows:
Charitable activities
No employees received emoluments in excess of £60,000.
10.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
31,083
Charitable activities
Charitable activities
203,027
Investment income
9,875
Total
243,985
EXPENDITURE ON
Charitable activities
Charitable activities
306,460
Raising funds
6,013
Total
312,473
NET INCOME/(EXPENDITURE)
(68,488)
Transfers between funds
65,548
Net movement in funds
(2,940)
RECONCILIATION OF FUNDS
Total funds brought forward
373,944
TOTAL FUNDS CARRIED FORWARD
371,004

continued...

Page 25

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

11. TANGIBLE FIXED ASSETS

COST
At 1 April 2024
Additions
At 31 March 2025
DEPRECIATION
At 1 April 2024
Charge for year
At 31 March 2025
NET BOOK VALUE
At 31 March 2025
At 31 March 2024
12.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other debtors
VAT
Prepayments and accrued income
13.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Social security and other taxes
VAT
Other creditors
Accruals and deferred income		 2025
£
34,115
-
31,552
65,667		 Computer
equipment
£
30,628
1,309
31,937
20,774
4,681
25,455
6,482
9,854
2024
£
18,976
3,033
68,287
90,296
2024
£
15,701
-
6,523
271,657
293,881
2025
£
16,481
12,540
27,274
220,408
276,703

continued...

Page 26

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

14. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Restricted funds
Barnet Voice
Touchpoint (funded by the National
Lottery Community Fund)
Partnership Libraries (funded by the
London Borough of Barnet)
Touchpoint Advice (funded by Trust for
London)
User voice and representation (funded by
City Bridge Trust)
Cornerstone (funded by City Bridge Trust)
Community Organisation Support (funded
by the London Borough of Barnet)
Disability Benefits Consortium Fighting
Fund
Grange Big Local (funded by the Big
Local Trust)
Burnt Oak Town Centre Fund (funded by
London Borough of Barnet)
Community Research (funded by North
Central London Integrated Care Board)
Finchley Central Town Centre Fund
(funded by London Borough of Barnet)
Healthy Hearts Project (funded by Barnet
Public Health)
NCL VCSE Alliance (funded by North
Central London Integrated Care Board)
Grange Big Local Underpass (funded by
London Borough of Barnet)
Anchor core funding (funded by City
Bridge Foundation)
Propel Advice Partnership (funded by the
London Legal SupportTrust)
Co-production project (funded by the
London Borough of Barnet)
Touchpoint (Henry Smith funding)
Touchpoint (London Borough of Barnet
funding)
Touchpoint (Lottery funding)
Mental Health Charter (London Borough
of Barnet funding)
TOTAL FUNDS		 At 1.4.24
£
371,004
12,849
26,185
-
16,802
5,153
4,417
41,536
2,895
19,675
13,608
2,200
1,360
12,251
19,806
10,071
17,366
17,064
-
-
-
-
-
223,238
594,242		 Net
movement
in funds
£
(26,717)
(4,580)
(20,149)
(4,066)
(20,047)
(2,357)
627
15,989
(231)
22,494
33,833
-
-
(1,620)
19,819
(7,679)
(17,366)
29,445
3,533
6,182
1,748
4,230
4,873
64,678
37,961		 Transfers
between
funds
£
63,413
-
(6,036)
4,066
3,245
-
(627)
(21,638)
-
(8,400)
(2,347)
-
-
(4,220)
(7,616)
-
-
(6,447)
(3,533)
(3,882)
(1,748)
(4,230)
-
(63,413)
-		 At
31.3.25
£
407,700
8,269
-
-
-
2,796
4,417
35,887
2,664
33,769
45,094
2,200
1,360
6,411
32,009
2,392
-
40,062
-
2,300
-
-
4,873
224,503
632,203

continued...

Page 27

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

14. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Barnet Voice
Touchpoint (funded by the National
Lottery Community Fund)
Partnership Libraries (funded by the
London Borough of Barnet)
Touchpoint Advice (funded by Trust for
London)
User voice and representation (funded by
City Bridge Trust)
Cornerstone (funded by City Bridge Trust)
Community Organisation Support (funded
by the London Borough of Barnet)
Disability Benefits Consortium Fighting
Fund
Grange Big Local (funded by the Big
Local Trust)
Burnt Oak Town Centre Fund (funded by
London Borough of Barnet)
Healthy Hearts Project (funded by Barnet
Public Health)
NCL VCSE Alliance (funded by North
Central London Integrated Care Board)
Grange Big Local Underpass (funded by
London Borough of Barnet)
Anchor core funding (funded by City
Bridge Foundation)
Propel Advice Partnership (funded by the
London Legal SupportTrust)
Co-production project (funded by the
London Borough of Barnet)
Touchpoint (Henry Smith funding)
Touchpoint (London Borough of Barnet
funding)
Touchpoint (Lottery funding)
Mental Health Charter (London Borough
of Barnet funding)
TOTAL FUNDS		 Incoming
resources
£
341,646
566
46,088
63,541
652
61,910
8,500
160,000
-
235,859
80,566
65,723
95,000
500
130,025
484,586
25,000
34,417
15,000
57,138
20,000
1,585,071
1,926,717		 Resources
expended
£
(368,363)
(5,146)
(66,237)
(67,607)
(20,699)
(64,267)
(7,873)
(144,011)
(231)
(213,365)
(46,733)
(67,343)
(75,181)
(8,179)
(147,391)
(455,141)
(21,467)
(28,235)
(13,252)
(52,908)
(15,127)
(1,520,393)
(1,888,756)		 Movement
in funds
£
(26,717)
(4,580)
(20,149)
(4,066)
(20,047)
(2,357)
627
15,989
(231)
22,494
33,833
(1,620)
19,819
(7,679)
(17,366)
29,445
3,533
6,182
1,748
4,230
4,873
64,678
37,961

continued...

Page 28

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

14. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
Restricted funds
Barnet Voice
Touchpoint (funded by the National
Lottery Community Fund)
Partnership Libraries (funded by the
London Borough of Barnet)
Touchpoint Advice (funded by Trust for
London)
User voice and representation (funded by
City Bridge Trust)
The Coproduced Support Project (funded
by Trust for London)
Cornerstone (funded by City Bridge Trust)
Community Organisation Support (funded
by the London Borough of Barnet)
Disability Benefits Consortium Fighting
Fund
Grange Big Local (funded by the Big
Local Trust)
Burnt Oak Town Centre Fund (funded by
London Borough of Barnet)
Community Research (funded by North
Central London Integrated Care Board)
Finchley Central Town Centre Fund
(funded by London Borough of Barnet)
Healthy Hearts Project (funded by Barnet
Public Health)
NCL VCSE Alliance (funded by North
Central London Integrated Care Board)
Grange Big Local Underpass (funded by
London Borough of Barnet)
Anchor core funding (funded by City
Bridge Foundation)
Propel Advice Partnership (funded by the
London Legal SupportTrust)
Co-production project (funded by the
London Borough of Barnet)
TOTAL FUNDS		 At 1.4.23
£
373,944
16,134
40,893
-
6,706
5,726
2,001
-
46,432
5,466
-
187
5,271
6,108
9,912
13,020
-
-
-
-
157,856
531,800		 Net
movement
in funds
£
(68,488)
(3,285)
1,876
(10,442)
17,686
(573)
(2,000)
9,567
19,104
(2,571)
25,675
14,888
(3,071)
(4,748)
6,559
11,280
10,071
17,366
26,195
(2,647)
130,930
62,442		 Transfers
between
funds
£
65,548
-
(16,584)
10,442
(7,590)
-
(1)
(5,150)
(24,000)
-
(6,000)
(1,467)
-
-
(4,220)
(4,494)
-
-
(9,131)
2,647
(65,548)
-		 At
31.3.24
£
371,004
12,849
26,185
-
16,802
5,153
-
4,417
41,536
2,895
19,675
13,608
2,200
1,360
12,251
19,806
10,071
17,366
17,064
-
223,238
594,242

continued...

Page 29

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

14. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Barnet Voice
Touchpoint (funded by the National
Lottery Community Fund)
Partnership Libraries (funded by the
London Borough of Barnet)
Touchpoint Advice (funded by Trust for
London)
User voice and representation (funded by
City Bridge Trust)
The Coproduced Support Project (funded
by Trust for London)
Cornerstone (funded by City Bridge Trust)
Community Organisation Support (funded
by the London Borough of Barnet)
Disability Benefits Consortium Fighting
Fund
Grange Big Local (funded by the Big
Local Trust)
Burnt Oak Town Centre Fund (funded by
London Borough of Barnet)
Community Research (funded by North
Central London Integrated Care Board)
Finchley Central Town Centre Fund
(funded by London Borough of Barnet)
Healthy Hearts Project (funded by Barnet
Public Health)
NCL VCSE Alliance (funded by North
Central London Integrated Care Board)
Grange Big Local Underpass (funded by
London Borough of Barnet)
Anchor core funding (funded by City
Bridge Foundation)
Propel Advice Partnership (funded by the
London Legal SupportTrust)
Co-production project (funded by the
London Borough of Barnet)
TOTAL FUNDS		 Incoming
resources
£
243,985
323
145,886
60,916
68,310
57,000
-
41,996
219,039
-
96,691
48,913
-
-
82,122
115,000
10,071
32,350
211,578
25,000
1,215,195
1,459,180		 Resources
expended
£
(312,473)
(3,608)
(144,010)
(71,358)
(50,624)
(57,573)
(2,000)
(32,429)
(199,935)
(2,571)
(71,016)
(34,025)
(3,071)
(4,748)
(75,563)
(103,720)
-
(14,984)
(185,383)
(27,647)
(1,084,265)
(1,396,738)		 Movement
in funds
£
(68,488)
(3,285)
1,876
(10,442)
17,686
(573)
(2,000)
9,567
19,104
(2,571)
25,675
14,888
(3,071)
(4,748)
6,559
11,280
10,071
17,366
26,195
(2,647)
130,930
62,442

continued...

Page 30

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

14. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Restricted funds
Barnet Voice
Touchpoint (funded by the National
Lottery Community Fund)
Partnership Libraries (funded by the
London Borough of Barnet)
Touchpoint Advice (funded by Trust for
London)
User voice and representation (funded by
City Bridge Trust)
The Coproduced Support Project (funded
by Trust for London)
Cornerstone (funded by City Bridge Trust)
Community Organisation Support (funded
by the London Borough of Barnet)
Disability Benefits Consortium Fighting
Fund
Grange Big Local (funded by the Big
Local Trust)
Burnt Oak Town Centre Fund (funded by
London Borough of Barnet)
Community Research (funded by North
Central London Integrated Care Board)
Finchley Central Town Centre Fund
(funded by London Borough of Barnet)
Healthy Hearts Project (funded by Barnet
Public Health)
NCL VCSE Alliance (funded by North
Central London Integrated Care Board)
Grange Big Local Underpass (funded by
London Borough of Barnet)
Propel Advice Partnership (funded by the
London Legal SupportTrust)
Co-production project (funded by the
London Borough of Barnet)
Touchpoint (Henry Smith funding)
Touchpoint (London Borough of Barnet
funding)
Touchpoint (Lottery funding)
Mental Health Charter (London Borough
of Barnet funding)
TOTAL FUNDS		 At 1.4.24
£
373,944
16,134
40,893
-
6,706
5,726
2,001
-
46,432
5,466
-
187
5,271
6,108
9,912
13,020
-
-
-
-
-
-
-
157,856
531,800		 Net
movement
in funds
£
(95,205)
(7,865)
(18,273)
(14,508)
(2,361)
(2,930)
(2,000)
10,194
35,093
(2,802)
48,169
48,721
(3,071)
(4,748)
4,939
31,099
2,392
55,640
886
6,182
1,748
4,230
4,873
195,608
100,403		 Transfers
between
funds
£
128,961
-
(22,620)
14,508
(4,345)
-
(1)
(5,777)
(45,638)
-
(14,400)
(3,814)
-
-
(8,440)
(12,110)
-
(15,578)
(886)
(3,882)
(1,748)
(4,230)
-
(128,961)
-		 At
31.3.25
£
407,700
8,269
-
-
-
2,796
-
4,417
35,887
2,664
33,769
45,094
2,200
1,360
6,411
32,009
2,392
40,062
-
2,300
-
-
4,873
224,503
632,203

continued...

Page 31

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

14. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Barnet Voice
Touchpoint (funded by the National
Lottery Community Fund)
Partnership Libraries (funded by the
London Borough of Barnet)
Touchpoint Advice (funded by Trust for
London)
User voice and representation (funded by
City Bridge Trust)
The Coproduced Support Project (funded
by Trust for London)
Cornerstone (funded by City Bridge Trust)
Community Organisation Support (funded
by the London Borough of Barnet)
Disability Benefits Consortium Fighting
Fund
Grange Big Local (funded by the Big
Local Trust)
Burnt Oak Town Centre Fund (funded by
London Borough of Barnet)
Community Research (funded by North
Central London Integrated Care Board)
Finchley Central Town Centre Fund
(funded by London Borough of Barnet)
Healthy Hearts Project (funded by Barnet
Public Health)
NCL VCSE Alliance (funded by North
Central London Integrated Care Board)
Grange Big Local Underpass (funded by
London Borough of Barnet)
Anchor core funding (funded by City
Bridge Foundation)
Propel Advice Partnership (funded by the
London Legal SupportTrust)
Co-production project (funded by the
London Borough of Barnet)
Touchpoint (Henry Smith funding)
Touchpoint (London Borough of Barnet
funding)
Touchpoint (Lottery funding)
Mental Health Charter (London Borough
of Barnet funding)
TOTAL FUNDS		 Incoming
resources
£
585,631
889
191,974
124,457
68,962
118,910
-
50,496
379,039
-
332,550
129,479
-
-
147,845
210,000
10,571
162,375
696,164
50,000
34,417
15,000
57,138
20,000
2,800,266
3,385,897		 Resources
expended
£
(680,836)
(8,754)
(210,247)
(138,965)
(71,323)
(121,840)
(2,000)
(40,302)
(343,946)
(2,802)
(284,381)
(80,758)
(3,071)
(4,748)
(142,906)
(178,901)
(8,179)
(162,375)
(640,524)
(49,114)
(28,235)
(13,252)
(52,908)
(15,127)
(2,604,658)
(3,285,494)		 Movement
in funds
£
(95,205)
(7,865)
(18,273)
(14,508)
(2,361)
(2,930)
(2,000)
10,194
35,093
(2,802)
48,169
48,721
(3,071)
(4,748)
4,939
31,099
2,392
-
55,640
886
6,182
1,748
4,230
4,873
195,608
100,403

continued...

Page 32

Docusign Envelope ID: 77A30BF7-BE42-4F09-95D0-96F3054B035C

Inclusion Barnet

Notes to the Financial Statements - continued for the year ended 31 March 2025

15. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2025.

16. SUBSIDIARY COMPANIES

Inclusion Barnet has a subsidiary undertaking called Inclusion Unlimited CIC (registered in England and Wales with company no. 07471007).

The subsidiary, Inclusion Unlimited CIC, is controlled by Inclusion Barnet (the holding company), by virtue of being its sole member, and the power to appoint directors to the board of the subsidiary.

The subsidiary's activities relate to those of the holding company in that the subsidiary is a trading enterprise engaging in trades similar to the charitable activities of the holding company, and donates its taxable trading profit to the holding company by way of gift aid.

During the year ending 31 March 2025, the charity received £61,744 (2024: £37,996) in management fees from Inclusion Unlimited CIC.

During the year 31 March 2025, Inclusion Unlimited CIC did not make a donation to Inclusion Barnet (2024: Nil).

Page 33