People First Bridgend
Charitable Incorporated Organisation No.: 11-66-485
Trustees’ Annual Report for the period 2021-2022
Starting 1[st] April 2021 ending 31[st] March 2022
Objectives and Activities
| Objectives and Activities | ||
|---|---|---|
| SORP reference | ||
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1. To relieve and support people who have a learning disability and/or with autistic spectrum disorder (hereafter known as “primary beneficiaries”) in the County Borough of Bridgend and any other region with which the Borough works collaboratively (hereafter known as “the geographical area”), through services which can enable them to obtain their full rights and privileges as citizens. 2. To promote social inclusion for the public benefit by preventing primary beneficiaries from becoming socially excluded, relieving the needs of those primary beneficiaries who are socially excluded and assisting them to integrate into society. 3. To advance and promote education of primary beneficiaries through training workshops and other opportunities for learning. 4. To advance the education of the general public about the educational, physical, emotional and psychological needs of primary beneficiaries. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 | People First Bridgend (PFB) is an independent advocacy provider that supports people with a learning disability and/or with autism to express their voice and choices in relation to social services, to engage in their local community and to maintain their own independence as far as possible. |
| Its main activities are divided between statutory and non-statutory advocacy services. PFB provides statutory advocacy through a contract with Bridgend County Borough Council (BCBC) to provide learning disability-specialist Independent Professional Advocacy, as required by the Social Services and Well-being (Wales) Act 2014. This service supports people with learning disabilities to understand and make choices about their care and support whilst in receipt of statutory services or processes, such as social services assessments. PFB provided non-statutory advocacy through a separate service level agreement with BCBC. Under this, it provides a range of services, such as self-advocacy and peer-support groups, disability awareness training for public and professionals, translation of documents into Easy Read, and other ad-hoc activities that promote self-advocacy skills, participation and representation and co-production. The service level agreement also funds the core costs of the organisation, such as management, administration, and office facilities. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees ensure that all decisions regarding the use of funds and operations are in line solely with the objects of the charity and its operations benefit its primary beneficiaries. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | Whilst PFB does not regularly utilise volunteers, its trusteeship has been extremely active in keeping the charity running during a challenging period. This included going above and beyond normal governance-related duties to ensure that PFB could deliver its services. |
|---|---|---|
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Throughout the year, People First Bridgend ran two on-going services commissioned by Bridgend County Borough Council. The end of 2021-22 saw the gradual lifting of COVID-19 pandemic measures, which meant a full return to face-to-face advocacy, and the start of the organisation's recovery and adaption to a post-pandemic environment. PFB received an additional £9,000 in COVID-19 recovery funds from Bridgend County Borough Council (BCBC) to support it to overcome the post-pandemic challenges. Below is a breakdown of how the services performed throughout the year. Statutory Independent Professional Advocacy We continued to deliver our IPA service to adults with LDs eligible under the Social Services and Well-being (Wales) Act 2014. We took 19 new referrals during the year. We worked with 73 clients overall on 228 advocacy issues. On the year end, we had closed 26 clients. The pandemic situation stopped our advocate being able to meet clients face-to-face, so we moved to virtual where possible. As conditions improved, we were able to transition back to face-to-face with PPE. Examples of advocacy issues include: - Assessment, care and support planning and reviews - Safeguarding - Accessing information, advice and assistance - Accommodation issues - Concern, dissatisfaction and complaints - Change of service type - Sale of property - Prison Non-Statutory Independent Advocacy We took 12 new referrals during the year. We worked with 17 clients overall on 41 advocacy issues. On year end, we had closed 8 clients to the service. As with statutory IPA service, our advocate continued to work under pandemic conditions. Examples of advocacy issues include: - Accessing information, advice and guidance - Accommodation issues |
- Support to liaise with professionals - Finance issues - Legal processes - Making information accessible The Advisory Team We continued to run our self-advocacy group for adults with learning disabilities, holding 39 meetings with 17 members over the year. We did these mostly through virtual means as the pandemic was still underway for most of the year. We had guests from UCL, Cwm Taf People First, our Regional Partnership Board and various other collaborators. We did various consultations with our members about the effects of the pandemic, and what they want the future to look like post-pandemic. Bridgend Spectrum Social/Support Group (BSSG) Our BSSG had 15 meetings with 20 members. All sessions had to be delivered virtually due to the pandemic. The group experimented with new formats for the social element, including meeting via Discord for gaming and movie evenings. In addition to meetings, our BSSG facilitator gave ad hoc support to members as and when needed. We delivered 9 sessions with 21 trainees. Training topics included: - Virtual medical student training - Virtual Diversity Matters, Inclusion Wins for South Wales Police Sub-projects In addition to our usual service work, we took part in 14 sub-projects and attended 20 events and meetings. Some of these included: BCBC - Supported Living Accommodation Consultation PFB carried out a consultation with tenants in commissioned supported living accommodation. 114 tenants were interviewed and had person-centred stories written about them, which were used during service re-commissioning. This exercise was used as an example of good practice throughout the region. BCBC - LD Service Development Plan BCBC initiated a programme to develop areas of LD services. PFB was invited to advocate for adults with LDs and guide the stakeholders on principles that should be followed throughout. This included joint facilitation of an away day
with 30 stakeholders, including support for 6 self-advocates with LDs. Other collaborative projects which took place during 2021-22: - University College London/Mencap Digital Project STORM (Standing up for myself) SelfAdvocacy Training Pilot - Cardiff and Vale University Health Board - Film about Communication - BCBC - Extended Manager's Meeting presentation - BCBC - Focus Group for Social Services Corporate Director - BCBC - Easy Read translation for Social Services (4 Documents) - BCBC - Budget Consultation Event - South Wales Police - Diversity Matters, Inclusion Wins Training - Cwm Taf People First - My Day, My Way (LD Priorities) - Cwm Taf People First - What Matters to Me Now Roadshow (LD Priorities) - Cwm Taf People First - Hack-a-thon (LD Priorities) - Cwm Taf Morgannwg Regional Partnership Board - Population Needs Assessment - Cwm Taf Morgannwg Regional Partnership Board - LD Steering Group
Additional information (optional)
You may choose to include further statements where relevant about:
N/A Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives set N/A Para 1.41 Investment performance against objectives N/A Para 1.41
2021-2022 saw the pandemic restrictions ease and activities return to a relative normal. Other This transition period proved to be challenging for PFB. Two key staff members left PFB at the end of the financial year; two more announced their intention to leave following the year end. Additionally, a key staff member was off work during Q4 of the financial year, which saw the chair of the trustees take over operational duties. PFB managed to maintain stability, but its ability to perform its services was affected.
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The trustees have sufficient resources through PFB’s current funding to continue into the immediate future. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | "Reserves" are that part of the People First Bridgend's funds not subject to commitments, planned expenditure or other restrictions. People First Bridgend will match reserves to its requirements and no more. The Trustees aim to maintain reserves at a level that is at least equivalent to three months' operational expenditure. |
| Amount of reserves held | Para 1.22 | 12,273 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | PFB faces several uncertainties: 1. The impact of increased energy prices, cost-of-living and inflation on its primary funding sources. 2. The impact of increased energy prices, cost-of-living and inflation on its viability to continue with current resources. 3. Being unsuccessful in recruiting a new Operations Manager, and consequently not being able to recruit other key staff vacancies until the post is filled. 4. Being unable to meet existing contract terms and conditions due to point 3. |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | People First Bridgend has held a Service Level Agreement with Bridgend County Borough Council for the past 25 years which provides core funding. People First Bridgend also has a separate contract with BCBC to provide Statutory Independent Professional Advocacy. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
|---|---|---|
| A description of the principal risks facing the charity |
Para 1.46 | Additional to the uncertainties above, PFB relies exclusively on local authority funding for income. This means that any change to local authority budgets potentially impacts PFB’s ability to carry out its activities. The risk that local authority budgets will be cut is highly likely given the challenges that the UK economy faces. Historically, PFB has been unscathed, having only faced one budget cut in the past decade. However, reliance on one funding source has limited PFB’s ability to set higher budgets in times of inflation. As a result, PFB has found it challenging to keep wages in-line with inflation, which has caused difficulties recruiting. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: | N/A | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are selected in line with the Section 9 and 10 of the constitution: • Are over 18 • Have the skills, knowledge and experience needed for the effective administration of the CIO • Are invited to attend a meeting • Are approved by the trustees at an executive meeting |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | People First Bridgend has policies in place for inducting new trustees and ensuring that trustee’s knowledge and skills are fit for their roles. These include: • Trustee Code of Conduct • Values Statement • Conflict of Interests Policy • Training and Development Policy Trustees are also issued with a portfolio of information including the constitution, annual report, management accounts, charity commission guidance. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Organisational Structure Executive Committee: • 5 Trustees Staff Team: • Operational Manager • Independent Professional Advocate x 2 • Self-advocacy Facilitator • Advocacy Coordinator • BSSG Facilitator |
| People First Bridgend also has an Advisory Team made up of 5 beneficiaries which are consulted in matters of change and direction. This allows the organisation to be user-led without its potentially vulnerable beneficiary group being exposed to the legal responsibilities of being a trustee. People First Bridgend is part of the wider People First movement, with which it maintains networking links. Its national counterpart All Wales People First act as a conduit between local, regional and national matters. All Wales People First are a separate entity and have no authority over PFB. |
||
|---|---|---|
| Relationship with any related parties |
Para 1.51 | N/A |
| Other | N/A |
Reference and Administrative details
| Charity name | People First Bridgend |
|---|---|
| Other name the charity uses | Previously known as “Bridgend People First” |
| Registered charity number | 1166485 |
| Charity’s principal address | Office 32 Apollo Business Village Heol Persondy Aberkenfig Bridgend CF32 9RF |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 |
Trustee name | Office (if any) | Dates acted if not for whole year | Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Jean Gregson | Chair | Board of Trustees | ||
| Heather Williams | N/A | Board of Trustees | ||
| Elaine Williams | N/A | Board of Trustees | ||
| Alun Phillips | N/A | Board of Trustees | ||
| Mike Harris | N/A | Board of Trustees | ||
| Judith Pickard | N/A | Resigned on 30/09/2022 | Board of Trustees | |
| Alys Jenkins | N/A | Resigned on 21/09/2022 | Board of Trustees |
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Declarations The trustees declare that they ha approved the trustees, report above. Signed on behalf of the charlty's trustee5 Signature(sl Full name(sl Jean Gregson Mike Harris P05it5on {eg Secretsry, Chalr. et¢) Chair Trustee Date 17 2025
REGISTERED CHARITY NUMBER: 1166485
REPORT OF THE TRUSTEES AND
UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022
FOR
PEOPLE FIRST BRIDGEND
Graham Paul Limited Court House Court Road Bridgend CF31 1BE
PEOPLE FIRST BRIDGEND
CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022
----- Start of picture text -----
Page
Report of the Trustees 1 to 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Financial Statements 9 to 14
----- End of picture text -----
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
The trustees present their report with the financial statements of the charity for the year ended 31 March 2022. 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).
OBJECTIVES AND ACTIVITIES
Objectives and aims
-
To relieve and support people who have a learning disability and/or with autism spectrum condition (hereafter known as "primary beneficiaries") in the County Borough of Bridgend and any other region with which the Borough works collaboratively (hereafter known as "the geographical area"), through services which can enable them to obtain their full rights and privileges as citizens.
-
To promote social inclusion for the public benefit by preventing primary beneficiaries from becoming socially excluded, relieving the needs of those primary beneficiaries who are socially excluded and assisting them to integrate into society.
-
To advance and promote education of primary beneficiaries through training workshops and other opportunities for learning.
-
To advance the education of the general public about the educational, physical, emotional and psychological needs of primary beneficiaries.
Activities
People First Bridgend (PFB) is a Charitable Incorporated Organisation (CIO) specialising in advocacy for adults with learning disabilities and/or autism to express their voice and choices in relation to statutory services, to engage in their local community and to maintain their own independence as far as possible.
Our main activities are divided between two statutory and non-statutory advocacy services:
PFB is commissioned to provide specialist learning disability/autism independent professional advocacy (IPA) by Bridgend County Borough Council (BCBC), as required by the Social Services and Well-being (Wales) Act 2014. This service supports adults with learning disabilities to understand and make choices about their care and support whilst in receipt of statutory services or processes, such as social services assessments.
PFB provides non-statutory advocacy through a separate service level agreement (SLA) with BCBC. Under this, we provide a range of services including self-advocacy and peer-support groups, non-statutory independent advocacy, disability awareness training for public and professionals, translation of documents into Easy Read, and other ad-hoc activities that promote self-advocacy skills, participation and representation and co-production. The SLA also funds the core costs of the organisation, such as management, administration, and office facilities.
Public benefit
Trustees ensure that all decisions regarding the use of funds and operations are in line solely with the objects of the charity and its operations benefit its primary beneficiaries.
-1-
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
ACHIEVEMENT AND PERFORMANCE
Throughout the year, People First Bridgend ran two on-going services commissioned by Bridgend County Borough Council.
The end of 2021-22 saw the gradual lifting of COVID-19 pandemic measures, which meant a full return to face-to-face advocacy, and the start of the organisation's recovery and adaption to a post-pandemic environment. PFB received an additional £9,000 in COVID-19 recovery funds from Bridgend County Borough Council (BCBC) to support it to overcome the post-pandemic challenges.
Below is a breakdown of how the services performed throughout the year.
Statutory Independent Professional Advocacy
We continued to deliver our IPA service to adults with LDs eligible under the Social Services and Well-being (Wales) Act 2014.
We took 19 new referrals during the year. We worked with 73 clients overall on 228 advocacy issues . On the year end, we had closed 26 clients .
The pandemic situation stopped our advocate being able to meet clients face-to-face, so we moved to virtual where possible. As conditions improved, we were able to transition back to face-to-face with PPE. Examples of advocacy issues include:
-
Assessment, care and support planning and reviews
-
Safeguarding
-
Accessing information, advice and assistance
-
Accommodation issues
-
Concern, dissatisfaction and complaints
-
Change of service type
-
Sale of property
-
Prison
Non-Statutory Independent Advocacy
We took 12 new referrals during the year. We worked with 17 clients overall on 41 advocacy issues . On year end, we had closed 8 clients to the service.
As with statutory IPA service, our advocate continued to work under pandemic conditions. Examples of advocacy issues include:
-
Accessing information, advice and guidance
-
Accommodation issues
-
Support to liaise with professionals
-
Finance issues
-
Legal processes
-
Making information accessible
The Advisory Team
We continued to run our self-advocacy group for adults with learning disabilities, holding 39 meetings with 17 members over the year. We did these mostly through virtual means as the pandemic was still underway for most of the year. We had guests from UCL, Cwm Taf People First, our Regional Partnership Board and various other collaborators. We did various consultations with our members about the effects of the pandemic, and what they want the future to look like post-pandemic.
Bridgend Spectrum Social/Support Group (BSSG)
Our BSSG had 15 meetings with 20 members. All sessions had to be delivered virtually due to the pandemic. The group experimented with new formats for the social element, including meeting via Discord for gaming and movie evenings. In addition to meetings, our BSSG facilitator gave ad hoc support to members as and when needed.
Training
-2-
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
We delivered 9 sessions with 21 trainees . Training topics included:
-
Virtual medical student training
-
Virtual Diversity Matters, Inclusion Wins for South Wales Police
Sub-projects
In addition to our usual service work, we took part in 14 sub-projects and attended 20 events and meetings . Some of these included:
BCBC - Supported Living Accommodation Consultation
PFB carried out a consultation with tenants in commissioned supported living accommodation. 114 tenants were interviewed and had person-centred stories written about them, which were used during service re-commissioning. This exercise was used as an example of good practice throughout the region.
BCBC - LD Service Development Plan
BCBC initiated a programme to develop areas of LD services. PFB was invited to advocate for adults with LDs and guide the stakeholders on principles that should be followed throughout. This included joint facilitation of an away day with 30 stakeholders, including support for 6 self-advocates with LDs.
Other collaborative projects which took place during 2021-22:
-
University College London/Mencap - Digital Project STORM (Standing up for myself) Self-Advocacy Training Pilot
-
Cardiff and Vale University Health Board - Film about Communication
-
BCBC - Extended Manager's Meeting presentation
-
BCBC - Focus Group for Social Services Corporate Director
-
BCBC - Easy Read translation for Social Services (4 Documents)
-
BCBC - Budget Consultation Event
-
South Wales Police - Diversity Matters, Inclusion Wins Training
-
Cwm Taf People First - My Day, My Way (LD Priorities)
-
Cwm Taf People First - What Matters to Me Now Roadshow (LD Priorities)
-
Cwm Taf People First - Hack-a-thon (LD Priorities)
-
Cwm Taf Morgannwg Regional Partnership Board - Population Needs Assessment
-
Cwm Taf Morgannwg Regional Partnership Board - LD Steering Group
FINANCIAL REVIEW
Financial position
The Trustees believe the charity has sufficient resources through its current funding to continue into the immediate future.
Principal funding sources
People First Bridgend continued to hold the Peer-support and Skills for Independence SLA, which also covers core costs.
It also has a separate contract to provide Statutory Independent Professional Advocacy.
Both are funded by Bridgend County Borough Council Social Services.
Additionally, People First Bridgend was given COVID-19 recovery money from the council, to give it extra capacity deal with issues related to the pandemic.
Reserves policy
"Reserves" are that part of the People First Bridgend's funds not subject to commitments, planned expenditure or other restrictions.
People First Bridgend will match reserves to its requirements and no more.
The Trustees aim to maintain reserves at a level that is at least equivalent to three months' operational expenditure.
-3-
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
FINANCIAL REVIEW
Going concern
People First Bridgend currently receives its funds solely from its local authority including core funding. Therefore, any risks and subsequent changes to the budgets of the local authority have the potential to affect the charity's funding and its ability to operate.
COVID-19
For most of the report period, there was a protracted pandemic lockdown. Welsh Government put various measures in-place to control the spread of COVID-19, including lockdowns, social distancing and PPE.
This affected the charity's ability to carry out its service because of restrictions around face-to-face work and staff illness related to the pandemic lockdown.
People First Bridgend used a mixture of virtual and face-to-face formats to carry out its activities.
War in Ukraine
In February 2022, Russia began a full-scale invasion and war in Ukraine. In response, the West began rapidly equipping Ukraine with arms and put economic sanctions on Russia. Russia's actions have made the UK increase defence budgets, and-because of economic warfare-the cost of living, fuel and energy has rapidly increased. The Bank of England predict an economic recession in Q4 of 2022-23.
This economic climate poses a threat to PFB as running costs and costs of living for its staff increase. Local authority budgets may be stretched even further to cope with the societal impact, which could impact PFB's budget during 2022-23.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
People First Bridgend is a Charitable Incorporated Organisation.
Recruitment and appointment of new trustees
Appointed for a term of 3 years, after the initial trustees appointed to set up the CIO, by a resolution passed at a properly convened meeting of the charity trustees.
Trustees are selected in line with the Section 9 and 10 of the constitution:
-
Are over 18
-
Have the skills, knowledge and experience needed for the effective administration of the CIO
-
Are invited to attend a meeting
-
Are approved by the trustees at an executive meeting
People First Bridgend has policies in place for inducting new trustees and ensuring that trustee's knowledge and skills are fit for their roles. These include:
-
Trustee Code of Conduct
-
Values Statement
-
Conflict of Interests Policy
-
Training and Development Policy
Trustees are also issued with a portfolio of information including the constitution, annual report, management accounts, charity commission guidance.
-4-
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
STRUCTURE, GOVERNANCE AND MANAGEMENT Organisational structure Executive Committee:
- 7 Trustees
Staff Team:
-
Operational Manager
-
Independent Professional Advocate
-
Non-statutory Independent Advocate
-
Training and Development Worker
-
BSSG Facilitator
People First Bridgend also has an Advisory Team made up of 10 beneficiaries which are consulted in matters of change and direction. This allows the organisation to be user-led without its potentially vulnerable beneficiary group being exposed to the legal responsibilities of being a trustee.
People First Bridgend is part of the wider People First movement, with which it maintains networking links. In particular, its national counterpart All Wales People First who act as a conduit between local, regional and national matters.
REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity Number
1166485
Principal Address
Office 28 and 32 Apollo Business Village Heol Persondy Aberkenfig CF32 9RF
Operational Manager
Adam Kurowski Wakeford
Trustees
Judith Pickard Jean Gregson Heather Williams Alun Phillips Elaine Williams Michael John Harris Alys Elizabeth Byrne
Independent Examiner
Graham Paul Limited Court House Court Road Bridgend CF31 1BE 22/09/2022 Approved by order of the board of trustees on ............................................. and signed on its behalf by:
................................................................. Judith Anne Pickard - Trustee
-5-
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF PEOPLE FIRST BRIDGEND
Independent examiner's report to the trustees of People First Bridgend
I report to the charity trustees on my examination of the accounts of People First Bridgend (the Trust) for the year ended 31 March 2022.
Responsibilities and basis of report
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
the accounts do not accord with those records; or
-
the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
J Payne ACA Graham Paul Limited Court House Court Road Bridgend CF31 1BE
Date: .............................................
-6-
PEOPLE FIRST BRIDGEND
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2022
| Unrestricted fund Notes £ INCOME AND ENDOWMENTS FROM Donations and legacies 1,000 Charitable activities Supporting people with learning disability 1,055 Total 2,055 EXPENDITURE ON Charitable activities 3 Supporting people with learning disability 6,359 NET INCOME/(EXPENDITURE) (4,304) RECONCILIATION OF FUNDS Total funds brought forward 16,577 TOTAL FUNDS CARRIED FORWARD 12,273 |
Restricted fund £ - 104,000 104,000 93,470 10,530 4,911 15,441 |
2022 Total funds £ 1,000 105,055 106,055 99,829 6,226 21,488 27,714 |
2021 Total funds £ - 102,134 102,134 101,260 874 20,614 21,488 |
|---|---|---|---|
The notes form part of these financial statements
-7-
PEOPLE FIRST BRIDGEND
BALANCE SHEET 31 MARCH 2022
| Unrestricted Restricted fund fund Notes £ £ FIXED ASSETS Tangible assets 8 - 3,116 CURRENT ASSETS Debtors 9 - 299 Cash at bank 12,273 15,925 12,273 16,224 CREDITORS Amounts falling due within one year 10 - (3,899) NET CURRENT ASSETS 12,273 12,325 TOTAL ASSETS LESS CURRENT LIABILITIES 12,273 15,441 NET ASSETS 12,273 15,441 FUNDS 11 Unrestricted funds Restricted funds TOTAL FUNDS |
2022 Total funds £ 3,116 299 28,198 28,497 (3,899) 24,598 27,714 27,714 12,273 15,441 27,714 |
2021 Total funds £ 4,064 238 20,275 20,513 (3,089) 17,424 21,488 21,488 16,577 4,911 21,488 |
|---|---|---|
The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by: 22/09/2022
............................................. Judith Anne Pickard - Trustee
............................................. Jean Gregson - Trustee
The notes form part of these financial statements
-8-
PEOPLE FIRST BRIDGEND NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022
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 2015)', 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.
Improvements to property - 25% on cost Fixtures and fittings - 25% on reducing balance
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.
-9-
PEOPLE FIRST BRIDGEND NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
2. INCOME FROM CHARITABLE ACTIVITIES
The BCBC Peer-support and Skills for Independence SLA grant was used to provide preventative advocacy-related services to people with learning disabilities and/or autism spectrum condition.
The BCBC Statutory Independent Professional Advocacy contract funds were used to provide crisis/intervention advocacy services to people with learning disabilities and/or autism spectrum condition.
The Covid-19 Recovery Grant was used to support learning disability advocay services.
The breakdown of grant income received during the year is as follows:
| BCBC SLA Grant BCBC SIPA Contract Covid-19 Recovery Grant 3. CHARITABLE ACTIVITIES COSTS Direct Support Costs costs £ £ Supporting people with learning disability 83,160 16,669 |
£ 68,000 27,000 9,000 104,000 |
|---|---|
| Totals £ 99,829 |
4. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31 March 2022 nor for the year ended 31 March 2021.
Trustees' expenses
There were no trustees' expenses paid for the year ended 31 March 2022 nor for the year ended 31 March 2021.
5. STAFF COSTS
| Wages and salaries Other pension costs The average monthly number of employees during the year was as follows: Direct Charitable Activities |
2022 £ 66,948 2,879 69,827 2022 5 |
2021 £ 63,232 2,431 65,663 2021 5 |
|---|---|---|
No employees received emoluments in excess of £60,000.
The total amount paid to key management personnel in the financial year was £27,415.
-10-
PEOPLE FIRST BRIDGEND
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
----- Start of picture text -----
6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted Restricted Total
fund fund funds
£ £ £
INCOME AND ENDOWMENTS FROM
Charitable activities
Supporting people with learning disability 5,251 96,883 102,134
EXPENDITURE ON
Charitable activities
Supporting people with learning disability 8,455 92,805 101,260
NET INCOME/(EXPENDITURE) (3,204) 4,078 874
RECONCILIATION OF FUNDS
Total funds brought forward 19,781 833 20,614
TOTAL FUNDS CARRIED FORWARD 16,577 4,911 21,488
7. INDEPENDENT EXAMINERS FEES
Included in charitable activities costs are fees payable for Independent Examination of £1,730.
8. TANGIBLE FIXED ASSETS
Improvements Fixtures
to and
property fittings Totals
£ £ £
COST
At 1 April 2021 and 31 March 2022 1,405 32,457 33,862
DEPRECIATION
At 1 April 2021 1,405 28,393 29,798
Charge for year - 948 948
At 31 March 2022 1,405 29,341 30,746
NET BOOK VALUE
At 31 March 2022 - 3,116 3,116
At 31 March 2021 - 4,064 4,064
----- End of picture text -----
-11-
PEOPLE FIRST BRIDGEND
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
----- Start of picture text -----
9. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2022 2021
£ £
Prepayments and accrued income 299 238
10. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2022 2021
£ £
Trade creditors 1,722 -
Other creditors 2,177 3,089
3,899 3,089
11. MOVEMENT IN FUNDS
Net
movement At
At 1.4.21 in funds 31.3.22
£ £ £
Unrestricted funds
General fund 16,577 (4,304) 12,273
Restricted funds
Advocacy 4,911 10,530 15,441
TOTAL FUNDS 21,488 6,226 27,714
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 2,055 (6,359) (4,304)
Restricted funds
Advocacy 104,000 (93,470) 10,530
TOTAL FUNDS 106,055 (99,829) 6,226
----- End of picture text -----
-12-
PEOPLE FIRST BRIDGEND
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
11. MOVEMENT IN FUNDS - continued
Comparatives for movement in funds
| At 1.4.20 £ Unrestricted funds General fund 19,781 Restricted funds Advocacy 833 TOTAL FUNDS 20,614 Comparative net movement in funds, included in the above are as follows: Incoming resources £ Unrestricted funds General fund 5,251 Restricted funds Advocacy 96,883 TOTAL FUNDS 102,134 |
Net movement At in funds 31.3.21 £ £ (3,204) 16,577 4,078 4,911 874 21,488 Resources Movement expended in funds £ £ (8,455) (3,204) (92,805) 4,078 (101,260) 874 |
|---|---|
| A current year 12 months and prior year 12 months combined Unrestricted funds General fund Restricted funds Advocacy TOTAL FUNDS |
position is as follows: Net movement At 1.4.20 in funds £ £ 19,781 (7,508) 833 14,608 20,614 7,100 |
At 31.3.22 £ 12,273 15,441 27,714 |
|---|---|---|
-13-
PEOPLE FIRST BRIDGEND
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
11. 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 Advocacy TOTAL FUNDS Main Projects |
Incoming resources £ 7,306 200,883 208,189 |
Resources Movement expended in funds £ £ (14,814) (7,508) (186,275) 14,608 (201,089) 7,100 |
|---|---|---|
Bridgend County Borough Council funding is to:
-
Provide an independent advocacy service
-
Promote person centred working
-
Consult with beneficiaries and provide representation of beneficiaries
-
Provide information or signpost beneficiaries to other agencies
-
Provide education and training
-
Collaborate with other agencies where this will benefit beneficiaries
-
Translate information into accessible formats
12. RELATED PARTY DISCLOSURES
In the financial year, £4,662 (2021: £1,548) was paid to former manager and trustee of People First Bridgend, Katrina Kurowski. The full amount was in relation to consultancy work on a project for Bridgend County Council carried out on behalf of People First Bridgend.
In addition, a payment of £1,722 was made to trustee Jean Gregory in respect of management fees.
-14-
REGISTERED CHARITY NUMBER: 1166485
REPORT OF THE TRUSTEES AND
UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022
FOR
PEOPLE FIRST BRIDGEND
Graham Paul Limited Court House Court Road Bridgend CF31 1BE
PEOPLE FIRST BRIDGEND
CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022
----- Start of picture text -----
Page
Report of the Trustees 1 to 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Financial Statements 9 to 14
----- End of picture text -----
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
The trustees present their report with the financial statements of the charity for the year ended 31 March 2022. 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).
OBJECTIVES AND ACTIVITIES
Objectives and aims
-
To relieve and support people who have a learning disability and/or with autism spectrum condition (hereafter known as "primary beneficiaries") in the County Borough of Bridgend and any other region with which the Borough works collaboratively (hereafter known as "the geographical area"), through services which can enable them to obtain their full rights and privileges as citizens.
-
To promote social inclusion for the public benefit by preventing primary beneficiaries from becoming socially excluded, relieving the needs of those primary beneficiaries who are socially excluded and assisting them to integrate into society.
-
To advance and promote education of primary beneficiaries through training workshops and other opportunities for learning.
-
To advance the education of the general public about the educational, physical, emotional and psychological needs of primary beneficiaries.
Activities
People First Bridgend (PFB) is a Charitable Incorporated Organisation (CIO) specialising in advocacy for adults with learning disabilities and/or autism to express their voice and choices in relation to statutory services, to engage in their local community and to maintain their own independence as far as possible.
Our main activities are divided between two statutory and non-statutory advocacy services:
PFB is commissioned to provide specialist learning disability/autism independent professional advocacy (IPA) by Bridgend County Borough Council (BCBC), as required by the Social Services and Well-being (Wales) Act 2014. This service supports adults with learning disabilities to understand and make choices about their care and support whilst in receipt of statutory services or processes, such as social services assessments.
PFB provides non-statutory advocacy through a separate service level agreement (SLA) with BCBC. Under this, we provide a range of services including self-advocacy and peer-support groups, non-statutory independent advocacy, disability awareness training for public and professionals, translation of documents into Easy Read, and other ad-hoc activities that promote self-advocacy skills, participation and representation and co-production. The SLA also funds the core costs of the organisation, such as management, administration, and office facilities.
Public benefit
Trustees ensure that all decisions regarding the use of funds and operations are in line solely with the objects of the charity and its operations benefit its primary beneficiaries.
-1-
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
ACHIEVEMENT AND PERFORMANCE
Throughout the year, People First Bridgend ran two on-going services commissioned by Bridgend County Borough Council.
The end of 2021-22 saw the gradual lifting of COVID-19 pandemic measures, which meant a full return to face-to-face advocacy, and the start of the organisation's recovery and adaption to a post-pandemic environment. PFB received an additional £9,000 in COVID-19 recovery funds from Bridgend County Borough Council (BCBC) to support it to overcome the post-pandemic challenges.
Below is a breakdown of how the services performed throughout the year.
Statutory Independent Professional Advocacy
We continued to deliver our IPA service to adults with LDs eligible under the Social Services and Well-being (Wales) Act 2014.
We took 19 new referrals during the year. We worked with 73 clients overall on 228 advocacy issues . On the year end, we had closed 26 clients .
The pandemic situation stopped our advocate being able to meet clients face-to-face, so we moved to virtual where possible. As conditions improved, we were able to transition back to face-to-face with PPE. Examples of advocacy issues include:
-
Assessment, care and support planning and reviews
-
Safeguarding
-
Accessing information, advice and assistance
-
Accommodation issues
-
Concern, dissatisfaction and complaints
-
Change of service type
-
Sale of property
-
Prison
Non-Statutory Independent Advocacy
We took 12 new referrals during the year. We worked with 17 clients overall on 41 advocacy issues . On year end, we had closed 8 clients to the service.
As with statutory IPA service, our advocate continued to work under pandemic conditions. Examples of advocacy issues include:
-
Accessing information, advice and guidance
-
Accommodation issues
-
Support to liaise with professionals
-
Finance issues
-
Legal processes
-
Making information accessible
The Advisory Team
We continued to run our self-advocacy group for adults with learning disabilities, holding 39 meetings with 17 members over the year. We did these mostly through virtual means as the pandemic was still underway for most of the year. We had guests from UCL, Cwm Taf People First, our Regional Partnership Board and various other collaborators. We did various consultations with our members about the effects of the pandemic, and what they want the future to look like post-pandemic.
Bridgend Spectrum Social/Support Group (BSSG)
Our BSSG had 15 meetings with 20 members. All sessions had to be delivered virtually due to the pandemic. The group experimented with new formats for the social element, including meeting via Discord for gaming and movie evenings. In addition to meetings, our BSSG facilitator gave ad hoc support to members as and when needed.
Training
-2-
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
We delivered 9 sessions with 21 trainees . Training topics included:
-
Virtual medical student training
-
Virtual Diversity Matters, Inclusion Wins for South Wales Police
Sub-projects
In addition to our usual service work, we took part in 14 sub-projects and attended 20 events and meetings . Some of these included:
BCBC - Supported Living Accommodation Consultation
PFB carried out a consultation with tenants in commissioned supported living accommodation. 114 tenants were interviewed and had person-centred stories written about them, which were used during service re-commissioning. This exercise was used as an example of good practice throughout the region.
BCBC - LD Service Development Plan
BCBC initiated a programme to develop areas of LD services. PFB was invited to advocate for adults with LDs and guide the stakeholders on principles that should be followed throughout. This included joint facilitation of an away day with 30 stakeholders, including support for 6 self-advocates with LDs.
Other collaborative projects which took place during 2021-22:
-
University College London/Mencap - Digital Project STORM (Standing up for myself) Self-Advocacy Training Pilot
-
Cardiff and Vale University Health Board - Film about Communication
-
BCBC - Extended Manager's Meeting presentation
-
BCBC - Focus Group for Social Services Corporate Director
-
BCBC - Easy Read translation for Social Services (4 Documents)
-
BCBC - Budget Consultation Event
-
South Wales Police - Diversity Matters, Inclusion Wins Training
-
Cwm Taf People First - My Day, My Way (LD Priorities)
-
Cwm Taf People First - What Matters to Me Now Roadshow (LD Priorities)
-
Cwm Taf People First - Hack-a-thon (LD Priorities)
-
Cwm Taf Morgannwg Regional Partnership Board - Population Needs Assessment
-
Cwm Taf Morgannwg Regional Partnership Board - LD Steering Group
FINANCIAL REVIEW
Financial position
The Trustees believe the charity has sufficient resources through its current funding to continue into the immediate future.
Principal funding sources
People First Bridgend continued to hold the Peer-support and Skills for Independence SLA, which also covers core costs.
It also has a separate contract to provide Statutory Independent Professional Advocacy.
Both are funded by Bridgend County Borough Council Social Services.
Additionally, People First Bridgend was given COVID-19 recovery money from the council, to give it extra capacity deal with issues related to the pandemic.
Reserves policy
"Reserves" are that part of the People First Bridgend's funds not subject to commitments, planned expenditure or other restrictions.
People First Bridgend will match reserves to its requirements and no more.
The Trustees aim to maintain reserves at a level that is at least equivalent to three months' operational expenditure.
-3-
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
FINANCIAL REVIEW
Going concern
People First Bridgend currently receives its funds solely from its local authority including core funding. Therefore, any risks and subsequent changes to the budgets of the local authority have the potential to affect the charity's funding and its ability to operate.
COVID-19
For most of the report period, there was a protracted pandemic lockdown. Welsh Government put various measures in-place to control the spread of COVID-19, including lockdowns, social distancing and PPE.
This affected the charity's ability to carry out its service because of restrictions around face-to-face work and staff illness related to the pandemic lockdown.
People First Bridgend used a mixture of virtual and face-to-face formats to carry out its activities.
War in Ukraine
In February 2022, Russia began a full-scale invasion and war in Ukraine. In response, the West began rapidly equipping Ukraine with arms and put economic sanctions on Russia. Russia's actions have made the UK increase defence budgets, and-because of economic warfare-the cost of living, fuel and energy has rapidly increased. The Bank of England predict an economic recession in Q4 of 2022-23.
This economic climate poses a threat to PFB as running costs and costs of living for its staff increase. Local authority budgets may be stretched even further to cope with the societal impact, which could impact PFB's budget during 2022-23.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
People First Bridgend is a Charitable Incorporated Organisation.
Recruitment and appointment of new trustees
Appointed for a term of 3 years, after the initial trustees appointed to set up the CIO, by a resolution passed at a properly convened meeting of the charity trustees.
Trustees are selected in line with the Section 9 and 10 of the constitution:
-
Are over 18
-
Have the skills, knowledge and experience needed for the effective administration of the CIO
-
Are invited to attend a meeting
-
Are approved by the trustees at an executive meeting
People First Bridgend has policies in place for inducting new trustees and ensuring that trustee's knowledge and skills are fit for their roles. These include:
-
Trustee Code of Conduct
-
Values Statement
-
Conflict of Interests Policy
-
Training and Development Policy
Trustees are also issued with a portfolio of information including the constitution, annual report, management accounts, charity commission guidance.
-4-
PEOPLE FIRST BRIDGEND
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022
STRUCTURE, GOVERNANCE AND MANAGEMENT Organisational structure Executive Committee:
- 7 Trustees
Staff Team:
-
Operational Manager
-
Independent Professional Advocate
-
Non-statutory Independent Advocate
-
Training and Development Worker
-
BSSG Facilitator
People First Bridgend also has an Advisory Team made up of 10 beneficiaries which are consulted in matters of change and direction. This allows the organisation to be user-led without its potentially vulnerable beneficiary group being exposed to the legal responsibilities of being a trustee.
People First Bridgend is part of the wider People First movement, with which it maintains networking links. In particular, its national counterpart All Wales People First who act as a conduit between local, regional and national matters.
REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity Number
1166485
Principal Address
Office 28 and 32 Apollo Business Village Heol Persondy Aberkenfig CF32 9RF
Operational Manager
Adam Kurowski Wakeford
Trustees
Judith Pickard Jean Gregson Heather Williams Alun Phillips Elaine Williams Michael John Harris Alys Elizabeth Byrne
Independent Examiner
Graham Paul Limited Court House Court Road Bridgend CF31 1BE 22/09/2022 Approved by order of the board of trustees on ............................................. and signed on its behalf by:
................................................................. Judith Anne Pickard - Trustee
-5-
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF PEOPLE FIRST BRIDGEND
Independent examiner's report to the trustees of People First Bridgend
I report to the charity trustees on my examination of the accounts of People First Bridgend (the Trust) for the year ended 31 March 2022.
Responsibilities and basis of report
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
the accounts do not accord with those records; or
-
the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
J Payne ACA Graham Paul Limited Court House Court Road Bridgend CF31 1BE
Date: .............................................
-6-
PEOPLE FIRST BRIDGEND
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2022
| Unrestricted fund Notes £ INCOME AND ENDOWMENTS FROM Donations and legacies 1,000 Charitable activities Supporting people with learning disability 1,055 Total 2,055 EXPENDITURE ON Charitable activities 3 Supporting people with learning disability 6,359 NET INCOME/(EXPENDITURE) (4,304) RECONCILIATION OF FUNDS Total funds brought forward 16,577 TOTAL FUNDS CARRIED FORWARD 12,273 |
Restricted fund £ - 104,000 104,000 93,470 10,530 4,911 15,441 |
2022 Total funds £ 1,000 105,055 106,055 99,829 6,226 21,488 27,714 |
2021 Total funds £ - 102,134 102,134 101,260 874 20,614 21,488 |
|---|---|---|---|
The notes form part of these financial statements
-7-
PEOPLE FIRST BRIDGEND
BALANCE SHEET 31 MARCH 2022
| Unrestricted Restricted fund fund Notes £ £ FIXED ASSETS Tangible assets 8 - 3,116 CURRENT ASSETS Debtors 9 - 299 Cash at bank 12,273 15,925 12,273 16,224 CREDITORS Amounts falling due within one year 10 - (3,899) NET CURRENT ASSETS 12,273 12,325 TOTAL ASSETS LESS CURRENT LIABILITIES 12,273 15,441 NET ASSETS 12,273 15,441 FUNDS 11 Unrestricted funds Restricted funds TOTAL FUNDS |
2022 Total funds £ 3,116 299 28,198 28,497 (3,899) 24,598 27,714 27,714 12,273 15,441 27,714 |
2021 Total funds £ 4,064 238 20,275 20,513 (3,089) 17,424 21,488 21,488 16,577 4,911 21,488 |
|---|---|---|
The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by: 22/09/2022
............................................. Judith Anne Pickard - Trustee
............................................. Jean Gregson - Trustee
The notes form part of these financial statements
-8-
PEOPLE FIRST BRIDGEND NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022
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 2015)', 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.
Improvements to property - 25% on cost Fixtures and fittings - 25% on reducing balance
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.
-9-
PEOPLE FIRST BRIDGEND NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
2. INCOME FROM CHARITABLE ACTIVITIES
The BCBC Peer-support and Skills for Independence SLA grant was used to provide preventative advocacy-related services to people with learning disabilities and/or autism spectrum condition.
The BCBC Statutory Independent Professional Advocacy contract funds were used to provide crisis/intervention advocacy services to people with learning disabilities and/or autism spectrum condition.
The Covid-19 Recovery Grant was used to support learning disability advocay services.
The breakdown of grant income received during the year is as follows:
| BCBC SLA Grant BCBC SIPA Contract Covid-19 Recovery Grant 3. CHARITABLE ACTIVITIES COSTS Direct Support Costs costs £ £ Supporting people with learning disability 83,160 16,669 |
£ 68,000 27,000 9,000 104,000 |
|---|---|
| Totals £ 99,829 |
4. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31 March 2022 nor for the year ended 31 March 2021.
Trustees' expenses
There were no trustees' expenses paid for the year ended 31 March 2022 nor for the year ended 31 March 2021.
5. STAFF COSTS
| Wages and salaries Other pension costs The average monthly number of employees during the year was as follows: Direct Charitable Activities |
2022 £ 66,948 2,879 69,827 2022 5 |
2021 £ 63,232 2,431 65,663 2021 5 |
|---|---|---|
No employees received emoluments in excess of £60,000.
The total amount paid to key management personnel in the financial year was £27,415.
-10-
PEOPLE FIRST BRIDGEND
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
----- Start of picture text -----
6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted Restricted Total
fund fund funds
£ £ £
INCOME AND ENDOWMENTS FROM
Charitable activities
Supporting people with learning disability 5,251 96,883 102,134
EXPENDITURE ON
Charitable activities
Supporting people with learning disability 8,455 92,805 101,260
NET INCOME/(EXPENDITURE) (3,204) 4,078 874
RECONCILIATION OF FUNDS
Total funds brought forward 19,781 833 20,614
TOTAL FUNDS CARRIED FORWARD 16,577 4,911 21,488
7. INDEPENDENT EXAMINERS FEES
Included in charitable activities costs are fees payable for Independent Examination of £1,730.
8. TANGIBLE FIXED ASSETS
Improvements Fixtures
to and
property fittings Totals
£ £ £
COST
At 1 April 2021 and 31 March 2022 1,405 32,457 33,862
DEPRECIATION
At 1 April 2021 1,405 28,393 29,798
Charge for year - 948 948
At 31 March 2022 1,405 29,341 30,746
NET BOOK VALUE
At 31 March 2022 - 3,116 3,116
At 31 March 2021 - 4,064 4,064
----- End of picture text -----
-11-
PEOPLE FIRST BRIDGEND
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
----- Start of picture text -----
9. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2022 2021
£ £
Prepayments and accrued income 299 238
10. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2022 2021
£ £
Trade creditors 1,722 -
Other creditors 2,177 3,089
3,899 3,089
11. MOVEMENT IN FUNDS
Net
movement At
At 1.4.21 in funds 31.3.22
£ £ £
Unrestricted funds
General fund 16,577 (4,304) 12,273
Restricted funds
Advocacy 4,911 10,530 15,441
TOTAL FUNDS 21,488 6,226 27,714
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 2,055 (6,359) (4,304)
Restricted funds
Advocacy 104,000 (93,470) 10,530
TOTAL FUNDS 106,055 (99,829) 6,226
----- End of picture text -----
-12-
PEOPLE FIRST BRIDGEND
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
11. MOVEMENT IN FUNDS - continued
Comparatives for movement in funds
| At 1.4.20 £ Unrestricted funds General fund 19,781 Restricted funds Advocacy 833 TOTAL FUNDS 20,614 Comparative net movement in funds, included in the above are as follows: Incoming resources £ Unrestricted funds General fund 5,251 Restricted funds Advocacy 96,883 TOTAL FUNDS 102,134 |
Net movement At in funds 31.3.21 £ £ (3,204) 16,577 4,078 4,911 874 21,488 Resources Movement expended in funds £ £ (8,455) (3,204) (92,805) 4,078 (101,260) 874 |
|---|---|
| A current year 12 months and prior year 12 months combined Unrestricted funds General fund Restricted funds Advocacy TOTAL FUNDS |
position is as follows: Net movement At 1.4.20 in funds £ £ 19,781 (7,508) 833 14,608 20,614 7,100 |
At 31.3.22 £ 12,273 15,441 27,714 |
|---|---|---|
-13-
PEOPLE FIRST BRIDGEND
NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022
11. 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 Advocacy TOTAL FUNDS Main Projects |
Incoming resources £ 7,306 200,883 208,189 |
Resources Movement expended in funds £ £ (14,814) (7,508) (186,275) 14,608 (201,089) 7,100 |
|---|---|---|
Bridgend County Borough Council funding is to:
-
Provide an independent advocacy service
-
Promote person centred working
-
Consult with beneficiaries and provide representation of beneficiaries
-
Provide information or signpost beneficiaries to other agencies
-
Provide education and training
-
Collaborate with other agencies where this will benefit beneficiaries
-
Translate information into accessible formats
12. RELATED PARTY DISCLOSURES
In the financial year, £4,662 (2021: £1,548) was paid to former manager and trustee of People First Bridgend, Katrina Kurowski. The full amount was in relation to consultancy work on a project for Bridgend County Council carried out on behalf of People First Bridgend.
In addition, a payment of £1,722 was made to trustee Jean Gregory in respect of management fees.
-14-