## **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** 1. 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. 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. ## **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: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records; or 3. 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** 1. 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. 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. ## **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: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records; or 3. 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-