We are pleased to enclose your annual accounts.
REGISI'F.Rk-D C.ONIP,I)I NI.'MBER.. 119907848 (Ettgland and Il'alesl REGISTERED CHIlRI'fY Ni'llBER= 1166797 Healthwatcb Wakefield Report of the Trustees and Financial Statements Year Ended 31 March 2021 SMH Jollitte Lork l.td Cliartcrcd Accounlants J i GLI)rg¥ 8ireLt Wak¢lield Wesi Yorkshir¢ WFI 11,X
He¥lthwatcli H akefitld C_ontents ufthc FiB¥niiul Sttsitmertts fvr ihe I't#r b.rtded 31 Il8r¢li 2023 P#ge Report ofthe Trustee5 Indeptndent b"iaminer'$ Rcpor* Siatemeni of Finantial Acti%'itits Balance Sheet 10 Det#iled.Statemtht of Trin#n¢i#l rlrtivitits 20
He¥lthwatch IN"Akefitld Report ofthe Trustee$ for the I'EAr F.nded J l lArch 2U23 ie truSlLXS wh(? al%ii direLlors ol-lhe ¥haritv lor th¢ purrx)se% lif Ihe C.'i)mpanie% Aei ?006. prLscni IliLir r¢pon Ihe linaniial siaiemeiii.% ol- tlie charit¥ li)r Ihe I'¢ ended 31 M3rch 20?3. -1-hc IrLI51cLS haiL adoplL'tI Ihc pri)¥ iNiiin.% or On[Ing and Riportin8 L'hariiics.. 5ialimenl Ill. IILtA)mirLlliilLtl l)racriLL appliiahlL ro ch(Witi1s ihciT aLuiunls In d¥lL)rdanr¢ I1th the l-"Ttt3nLiJ R¢pOrtin Standard appliLablt in IhL LIK and RpublL ol- Iland IfRS la?) leniLIIvi l Jliniidr% ?1)191.
Report of tht"I'rttsiees
for the I tAr F'ndtd 31 %l¥reh 2023
OWEcfii'F.S.14fii) ACYlVI'fikS
The (-bar[ty. objtcts
-Flii 111¢nl lif liexlih and the r¢liel- ot- those in niLd . rLSOn ol- south. a4e. ill-h¢alih. disabililv or linanli
hJrd%hip b).:
l. Proi iding inforrnotion and alli iLe tn the ecncral publiL about IDcal healih and social care services.
IkIn05 ihi iiÈ1¥s and Lxp¢rienieb iil-tnemb¢r4 xil-lh¢ geDerd publiL lo h¥alih and 161 Ldrc prOldErs.
l. F.i?3hlifj8 Iciial prop14 1() hdV¢ a Vl>iLe in the dev¢lopniLni. delivcri,. and LyualitN of aLGc55 to loul licalih and Lwrc
4_ PTLiiidinfj LrainlnL atid the ditrilop111¢111 111- skills liTrr VliluliieL and iliL Mider communiiN' in u11dir1EdIrt
5 C'oiiduciino inNCs1igln rLL'bh Tnto rknlL¥ani hLLIth and s(Icial c¢ iSSU&i and mak'ing publi¥ thi w%elul r¢sulLS
01.4uch work.
l-he ("harit¥'s Ma1 Actii'it1¢5
H*dlihii alLI? IK'"dkclii5J IN Ili¢ l
Ilelthwatf h Wakefield Report oftht Trustees for thc I'rAr Ended 31 larCh 2023 The CF.lJ nf Htrdlihwiiich l'ak.¢t1r1d uurr¢nil%' iak-cs up Ihc I[¥rtOrI 5Lai the Wokchcld l)isrriLI tr11[h and W¢llbein& Iliiard. ensufin? Iliai IliL I'jjikS of P&liirylt5. Larers. and i>ihcr 5LYIILi iaken iiiiu loial ne¢d.% iLi%e%smLnls and str61L]US pfLpafL'd. 'I'hc IIL'&lIh,Ilh Wakcli¢ld L'LU dlsv siaiutvrN seals un lh¢ WaK'ili¥ld l)iiriL1 1 lealih wid ( ari IknTILfship Bollrd. Ihi Il'akclield l)isirict C'nnTicciin¥ C'.arw l-.xccutrii'i. and Ilie Wakiliild t)i%iriLI SufiLitsdrJiiiL Adults Board. In dddill4in. SInL Ihi irnplimLmlaiion ol'iliL klealih and Q"ar¢ AGI 2022. Jnd tlii d¢¢10pment vl-rcoionul InLLYrxied Q¥re Bi)d 11(."141. Ihc IILdlihi%acli Wak"cliild (.-l-".O hold% 51atulori' 5eaib on the W"esL YoTk%hii"L IlulLh {"e Pdnn¢rship niiJrd. lh¢ I¢( Tr'<?rkshiri %%'siem Ltdd¢rs1iip l--xeLuiiie (iruup. and tlie Iiiiproi Viipulaiii)n Il¢alih impTrisemLnl%. anJ in ia¢kliDg hetdth in¢qu1[1eS. Public Ilellefii Statement In bLIIiIIL7 {?ur LTrbjLLIiiL #ritvities ()ur iTtLit#% hEL gl'en $L'ri0% nsidera110n to IhL Charitv ('L)nimiN5iun's ¥en¢rdl giiidanLY on publiL benefii {1 in p8nicul&r ilie advaniymcni Ofhv1h and the relief()l- thL)se in nccd.
Htalihwat¢b Wgkefitld
Report uf the Tru¥t£es
for the I'exr b.n(l¥(l JI lr( h 20?3
O&lb"C.'I'IVb:S.4ND ,criTr'iTIE
OurTri510
11 ¢ li ill pul IIiL publsi iiL)iLe al ihe heart i)I' d¥Lision m8k'in4 &ri>und hi4lth and %p¢ial ca. WL. Ivill du ihi$ b¥. erou'ing
and sirLn¥ihLnin? Ihe Iirgani5aii()n wj Ihai challinge impr()ie isii)Ii ot-hialih and socitsl ¢ar¢ 5cfviLe% on
bLhdll'c)r loLdl PLwple. particuldrlv thiibe h)L NOIL¢4 dre often undtr-repr¢¥¢nied.
WL ivill he a Lr¢dililE and inilLILntial OToani%ation thai b95 gi)od r¢laiioA8hips iiiih local pcopl comtnissioners and
proi'idLrs of hLalih Tr %i)vial
l)ur anil heh8I'1011rs
YL pul p(pIL Iwsi. partlLularlv thiise i%'h() dre le%4 ¢tblc lu rcprLsLrii Ih¢m.stlve$. W¢ aitn to
In01 all ci)rnrnuniiiu5 in 14 ak-LIILld Disiri11. WL work paniiership wilh all k'cv siakLhr)Idcr5.
d elTeLiive
i¥c aiTll lo be r
Healthwatch W¥kefield
Report ofthe Truste¢s
for the l ear Ended 31 INl4rrh 2023
AC1ITE.Er1flN-l. AND PkRb'ORNIANC'E
C.'harilzble actii-itie.
-[ hr(iughoui Ihi% vear. ciur dediiJl¢d I¢ ()f glT and i'i)lunieLrs hd%'e iircltssll aJ%i)Lalid fcir Ih¢ r¢%idLnTq of the
Wakefiild l)isifiLI. 51rivino i(1 eiihanLe Ihe qualit%. ol- liealih and social Larc SLrviLLs. This vtar in partTcul8r
prcscnicd & unique oppofiuniiN' io rLfE¢Lt ihc journLy ON thL orwi%olion a5 we r¥whed our ten-vixr mile8ionL.
iiur inLePllilD. ¥4e Lxp¢rienL¢d gri)%%-th in our sialy Icam. inLrc&%e in lh¢ nuinl)er ofiJcdiLared inlunllL.r.
and d .%ignilicani ri%L in thi Individua15 bcnifiiino trom our serviLLS. Ali?ng thi% joumL%. il-c hail accomplisli¢d
iTllPFL'S)11 L IllltidiTI'es dnd implinlL'TlliJ chan¥?Lts. Si?iiiL ofthtsi Pt¢be5 ofw£irk Jr¢ i-dpturLd i)ur ripurt. aiid li e
lake Iliis
Ilealthwatcb l¥ gkefield
Rtpurt ofthe TrusÈee5
ror the I'tar Fndtd 31 Nlar¢h 2U23
.4cIIIEvfr.1..l' .4ND Pb.Rb(}RIANcF.
Our prioritie5 for 2O75-2024
.4ftLr caretiilli ihv iDtortnaiTon Ihut PLxipIL rcportid LO i1 OI'tT iht IkS$1 VL. li)lIo-1¥ IlllLn%ii'c
and %uccL"sstul dckLlopsntni session 10 identih" our ongoing Opifdtional prioriiits. i¥e are goiTpg io toiws on Ihe
riill(iiinLi Ihrough ?0? j-?0?4..
IH]proiing acttss to setvices IpeCIall¥.. bui Roi lirlliiL io. in (iP's. Dciiiis1& Yi)ung Pioples MLnial Health.
l.eamin¥ disubililiL's Aduli.MLiiidl IILlihl'.
%liiif¢ L)i)nd piaillCL Iroiii %LrvicL% Iliai currLnili' rc1ve good t¢¢d.k on a¢%$.
ImpftTrvL inlorrnaiiiin availahlt on Ihe 5Cryii¢S,
ItnproiinL the 41{1, (Jl-lhe u)mrnuniLaiiiins al.1&bIL. li% IrL4uLllCJ' and its atrailabiliN.
Impr&)&inLY in liospiltl Lommuniiali(In willi pdIlini dnJ Llib'iT lamiliLs.
.alL a Slrongtr link bL'ii¥Lcn complain15. Ihc artrd% the }MplainiS link to and Ihc intonn1 lii)n lor c(Imii7uniL41ion.
inanrial posiiion
I hi nil JL'liiii li)r thL £?3.74b including nei tXPLtidtture of £39.?83 on unrLStriLred tunds und nil incomi ol-
£16.1)37 Lln Ttslritd IuAd5.
-i)111¥¥4iTr¥ IhL' th()¥e rL'hu1. thL 14lll hi fL,11Lwlng 1
H¢8lthw'¥lth Wakefield Report olthe Trustces for ihe l ear Tr.nded J I lrth ZU23 l-rustees Re5igntd- 14 Augusi 20?.1 R¢signcd- i ScpictnhcT ?1)23 Re%i¥n¢d- ?Ll JniuiTr ?1)?; RLsi4nLd- 26 I'Lbniar%, 2073 PaTh I Indgkin Rutli NliL'Jllurn ChL'P l ..l4ibury luliell¢ LirLllivood ResigneJ- ?0 S¢piernher 2072 iILxxham sIl,1111¥& NLub RL'%iimi(l - ?(1 I'ihrudTr ?O?I RLgiLTriiL'd ?7 Oiiobir ?0?3 Ke5igTrned 18 OLiiih¢r ?11?3 Appi)iniLd- 16 Ni)kLnibLr ?0?3 Apwini¢d- l (s N.o%emr ?OJ? M¢l¥%'n Ingle51)n l.-ompan)' Secretary Ir G C.1evi)n Independeni ExAminer ('lidrtLr¢d .4¥LIlUnLa¥il 3 j O dkLliild N'LIt I'(ITk5hir¥ Bgnkers J BrinalLk l?1 l.lirtllili8.hnrn Approved by ord¢r ot the hoard nl-IrustL£% on ? I r)eccrnher )1123 and %igncd nn ils bchall'h}.' Trusiee
Indtpen¢Jeni bjominer's R¢port to the-l'rustces of Ilealihwatrh Il'akefjcld IRiloptJJdeNt t.iamintr'5 report to the tru$iee% of Ilealthai¢h l¥akefield I'ihe C'ompav).) I rep¢in 10 Ihe Lliarit! Lrust¢cs Dn mv ¢xwiiinaLlOll ol-lhc acwunt5 01-thc Losnpanj lor th¢ v¢ur L'RdLd 31 Murlh 20?3. Re5pollsibilities and basis of report .45 IIIL 1711,4 Ir1¢) ol. Ill. Lvniplln¥ land al> 115 diFLLiors for thL purposes (IfLompanv la} vou arc resFK)nsiblc fL>r Ihe prL.paEinTh ol. Lhkn aicounis iii accfjrdancc with Ihc requir¢mrnis ot th£ Companics Act 201)6 I'ihc 20116 Aci'i_ I laving Sl.rIed m)5ell' thai Ihi ai¢ounls Ot. thL C cimpdnj arL' noi r¢yuircd 10 k £tudiLLI iindL.r Part 16 ()l-Ih4 ?11116 ALI and LILablE for indiPind¥ni iarnInlI1}n. I rcwn in r¢iPe¥t ol. tni, Iifi()ur ¥hwii!'S (l()nl% itrricd out und¢r %LLtiun 14) ill- IliL (hiLlL% klLt ?UI I I'the ?L)I I ..tLI'l. Iii uarrlI12 uiii IllN ixaniinatioii I lolloi¥'id Ilii l)ireciiiiii.4 giien b% Ihe Cliurilj ('i)mmis4ii)i) und¢r £LLllinn 14ilii Ibl ul-thi ?01 l A¢1. Independent t.mIOr,5 Statcmtni SinL¥ l(iur chllriii, s gro%5 inLÉ)rri¢ L.XLeeded £?ill.nnfi I'nur eNamineT mu4t a rnember nf a liRted Frtidv_ I wi confirTll IliaT l arn Liudilicd 10 undLflak"L IhL Lxaminaiioii hcLau5c l 4U71 a MUber DI. rhe In%iiiuiu ol. C-hanlrcd ..licounianr.s T Eneland and wal5. which is on¢ ol-the lisi¢d ixidie%. I hai'l complited mi l u)nlirm no maiicrs havL Lml lii m) allLniion in coniicction ivith th LX1na[IOn giiing Tn¢ ¢JLLSe ic) helieN'L-. acwuniing rcu¥rds i¥'erL ni)I kLVI in ri8PiCI Ot'ihL Cornpanj as rcquired %Lriion 3Rfi ot Ihc 2006 Affj or thi aCCI)unis nni aciord ¥¥iih Ili1>se rlL)r{L. or Ihi dLLLiunES du noi LOTnp1 14.iih Ilie u¢L41Ullting TL¥uir¢menis of %i£iiun 196 at IhL. ?Wli ALI iiiliir Ih&n 4nv re4uTreinini Ihai ihe aLLouniy givc £1 truL' and fttir vi¢M whtLh 1% noi a niarter con4idirth paffl (>1" an indLpeiidini Laniinaliciii'. or 1¢ JLLiiuni£ noi bL*n prtpared in ¢iCCf>rdanL¢ i¥iih Ihe miYhnd$ and principles nt. IliL %I?l¥iii¢ni nt RLiomniciidccl I ricti¢u lor @LL0ULIn? rLPi)rting bi charillji {applicahli Lhdritli% Pr¢parin Ihuir UIUllLS in acLordancL ¥%'ith Ihl l.inanLiJ R¢poMin¥ Siandard dppliLable ihL LIK and RLpubliL ul" litldtid h&vL' nCI Lthncems 2nd have comi across no other mlltiers in ri)nReilii)n with the l.KlItIatiOiI tci 14-hiih aiteniion sliould t¢ drdi%TI 111 this rert iii ld¢r ILI inablL a prciptr iindtr%i#nding (Il'ilit account 10 hi reachi. -•.i Ltiorge sireei 'akLIiLld 'FI ILX 211)¢Lemk"r ?023
He8lthwatch Ilakefield StAtenient of Tr inRncial.4ctivitic¥ ror the I car ¥.'ndcd 31 %lxrf h 2023 2023 -lotal funds ?0?? -roial funds. Llnre5triciL Rc4iricicdJ funds- Not¥s INC-OP¥lF.4%D END()NI'MENTS FRO.M Q haritable #¢iivitits 287.625 133.978 421,61)3 383.41 ! l)Th¢r incorne 1.318 1.318 Z811,943 133,978 422,921 .38.3.41 ? :XPF.II DITL'KF. ON Chari19bl¢ h¢t¢*'itits cl1[5 328,226 17.941 446,167 i66.2i8 T INCOMEIIEXPENDI-I-LIREI 139.2831 44,049 16.037 144.0491 123.2461 17.174 Tr#nsfeps belween fund5 et movcmettt in fund5 4,766 IZ8.0121 12J.2461 17.174 RKC-ONC'II,IIlTION OF FLI.NDS T<)tal lunds hroughi l()TwaTd 150,315 21Ktr,964 1x9.7911 TO-I'AI. FI'NDS C.411RIED FORII.'ARD li3,081 28.6J7 183,718 ?U6.964 1'hL nDlcs farm part ¢)l-IliesL linlL1&1 stttt¢nient8
Healthwatth akefield tlalxnte Sheei .11 Nlarch 2023 2023 ?022 To( ruTrd5' linrcsirictLxI funds Re51riclid runds FIXED ASSTr.TS 2.444 3.622 CLRRFNT A4.%b_I 20,48J 154,811 10.483 210.921 ?9.968 ?.17.31)7 at bank. and in hd i6,110 175,294 56.110 131,41H 267.365 CRb.Dl'l ORS Amf)unis falling du¢ within oni vcar 122.6571 127,4731 150.1301 164.1)231 NEI- CL-RRETrJT A.SSETS 152 637 28,637 181,274 ?03.14? I"O'f.4L rlSSETS LESS CL",REikN'T LL4BILII-I F,S 155.Q81 28.637 183.718 706.964 ET..ISSETS ISS,081 28.637 183.718 ?116.£J64 L'nrLsiriiL¢d funds ResiriLlid tundy 155,081 28,637 $6.649 TOTAI. FI"ND.S 183,718 ?V6.1364 "I'he ihariiahlL' Lnmpantr its enriilid 10 L'xcinptiiin troTll dudii iindLr %¢crinn 477 01. Ihe Companies Aci 1006 fi?r Ihe cnd¢d 31 March 202). lThe tremr% hai'L ni)1 required thc lli ()hiaiii Iidii i)I' ils fiTraALial staicmcnrs liir th¢ LTrdtd 31 hlarLh ?073 In i¢[)rdLl. wilh %iLliUn 476 (Il. the I ITrTnpJniLS Aci ?UU6. ThL IruKie¢s aLknDii lidgL Ihttir (inlhI1I1le lor InsLirin? Ihai ihL LhilabL Ll?mpun% ktip% 41LxiunlinE fL'Lord5 th%il uimplv iih £Lltionh 386 dnd .)1¢7 1)f thc ( [Ill]Pdni ALI 2UIIfi und pr¢pdririg linancial stdiemtnil i¥liiLh giv¢ a IrtiL lair viLi¥ ot Ihl of ¢iffdTf% of the Lliartiablc as ai ihL' LThd i)l- I)n<il1 tar and (¥t- iti NLirplii.% (Ir defiLiI lor lch lindniiul i¢ar in llLiiiid¢lllLL %lIh Ilic rtqwrtinellts lil- SLiiions 194 and IYS diid %%hiLh i)Iheri¥i%v ciiinpli kn-iih Ihi fL411ifLmLni.4 nl'ih¢ ( vmpaniL% ALI ?iK)& rLluiinLJ Iti IknaIiciAI ildiem¥iii%. $0 lar appliGJhlu l(? thL chY< iifible wrnpanj. Ibl "I'hc n()tes r(Trmi nt"thcse finanLlal siattmeni% 10 coniinucd...
He#lihivxtth WAk"efitld Balanee Sheet- etsntinutd 31 lArch 2ts2J I'hcse lintsncial siaiein¢iii¥ have b¢¢Ti prepar¢d Tn acioTdanLe wilh th¢ prvvisions opplicabl¢ to Lh4rtidble rompanies suhjcci ii) tlii 4mall ciimpaiiics rLgimL. The linan¥ial SI¥M¢nLS w¢rL approved hv Ihc Jaoard Dt Tru51c¢s and 3uihoris¢d for i5su¢ on 21 Dliwnbrr ?023 dnd etc %ignLd on bchdll'b)-: TruSiL. /Y cqsfG The Dcii¢s furni part ofihes¢ fiDaD¥ial st&lernenis
He¥lthwAtch WRkefield
Note5 to the E'illANtial Sttsttmenis
ror tlit l'ear Tr.nde(131 NIAr¢li 2023
A(-C'()i.'N'riNr. poi,IClES
Basi5 of preparing the financi81 staterrtents
I hi lill<ildI %ldiifnLni% ihc, il)tsrildbli Li)nipan)'. K¥hiLh is a piiblic l)CllLfii iniir¥' LiiidLr l-'RS 102. liavL bc¢n
pripttrL in aLcordon¥t iiiih Ihe C liwiiiei S()IIP IFR% 111?) '.AcL(ILtntin& {1 RLm(iYiino hi C hl1Ls.. StaiLment
Rlpining sild. JppliLahlL' in ihL' I.'K and RLpuhliL (Il Ircldnd 11-.R%
Findniial RLPOrtinn 514dard 10? 'I"he I'iDiin¥ial R¢puning %ndard Healthwaieh Ivaktfitld
olt5 to tbe FinaDctJl Statements ¢onttnued
ror Ihe I tar F.Rdtd 31 lreh 2023
GRAII I"S.4ND CONTR.4CT INCOME
?U23
Ilnrestrictcd
runds
21)23
2023
'ftst#l
funds
?112?
I'ulol
Restri¢ttd
runds
LrRnts
N14% C'anLLr 411i&ni
'vrksliire QiLLr C'ummuniL
Aduli S(ILl¢il C'dre IASQ'I
'ak'cti¥ld IC'C'GI KlaiLrnilv VoiLL% PsfftnLrships
Wdk'Lfield ICC'Cil Il's l."ngag¢mcni- MI-I AllianLL
i%.790
960
37 473 1?.473
96
44_.17.1
4.7iO
3.(100
1.000
i.ono
Hi)%pithl Disch¥ l)ilti¢ni l..ngag¢rn¢ni
Fl*alihiiatLh EnsTrland
I IL41th3th L¢¢d8- WYI.IC I)
i.215
-7.?15
Contrattx #ttd Strvice Level ,l%reements
?21 ??6
52.629
??1 ??6
211 ?94
40.?66
'ak'Lf11d ICC'GI C-uniplainis.4dv£)¥tsL
I'dkiliild IC-QGI C-LIN'id %uriL
-iUO
4.700
i.850
1.060
70
Prini¥ (If WalL% IIo.qpicc
51 (iiorg¢'s Comiiiunit¥. CentrL
I ILalthi%-alLh t.CLd- l.tncrgc1i¢ Dcp8nill¢ni
I IniTrer5ii%' ol'CprnhridoL
SW'I. PInrslp NEIS PoundaLiun Trust
4.7aO
.8$0
700
?87.()2 j
lli.978 421.(Jll.?
38.3.412
I lic Aduli Social (.e IA8(') 707? incllldcd £l1.900 lor purchasc lil- priT£$ ol- INinn¢rs ¢)f the (.'aring
1hrou1 C(>iid Award%.
.NF.T I%(.{)lE/(EXPF.DITlIR F-I
Nei inLomLIILxpLndiiurel is siaied g&lier chgingllred7Ilngj'.
2023
l)epreciaiion- ownLd &8%d8
SidfI'ci)sts
2.917
2S7 564
343,158 Elealihwatch W#kefield
Notes to the Tr'iDllncil SIMtemtnt$- COlkEined
for the Ended 31 MArLh 202J
TRI',S'I'F.F.S' Kb'l.11.'N&.RA'I'ION .4.ND BEN£k11S
TherL i4ere nli ifLL%I'th' rcmunLration or other beiieli15 lor the %¢4r cndeil 31 Mdrcli 202) iii)r li)r Ihb vcar Lndcd
31 MarLh ?()??
Tru<es' expense5
l)urine ihe vear Dne Irust¢¢ paid a t()thl ol'£lOf (jo??: £401 in rLsPLLt ot"Iruvil dnd oihLr yundrl e¥penNe
I'lk-F COSTS
2023
?ft22
3Q5,i38
24.028
13.592
2%4.160
SLILial sLxufiik LL)SIS
Pensi(Ins
I Q.8U8
313.158
28?.j64
RctTrulleration and benefiis received b) ktj mAna%tment persunnel
I li¢ k¢1 nianao¥iTlinl w-rsiillTTril i)I' Ilii ih1ril! LhL tru5LL I'hi¥t'nllicer. l-hL lthtd bèftcll recL'iyed
bv thL Chill. ()trtic¥r ¢re £i9.i69 1?0??- £.f7..i081.
No 1Thtee reLLiVE 8nv reniuneration or benelil in ihis LapaLiti' during Ihis or the prEVinUS )'Lar.
Pcrtsioll stheme ¢oDtriblltiolls
2023
?022
Ci)s1.% nl'ihL Rcli¢mc lu Ihc Lhwiiv Inr lh¢ l'ear
Conirtbuiions 0u1bbdln¥ ai thL lin¥lJd¢d IA ¢fLQiiorsl
10.808
1.604
1,967
l-hl ak¢r4L7e monthl), nU7r ofthnplo}¢¢s duiing Ihc VL*f f¢JIlo$.
2023
12
Avirage nurnher iilemplo>ee5
¢mplo%eth r¢c¢ived eni()lum¢nis in o1-£60.000.
cOlP1RAT1l'Es FOR TIIE ST Al'Ef¥lb"NT OF FINANCIAL, .4C."I-II'I"T"I b..
Llnrty4lriiLttd
luntL%
RiS[riCo
INCOMF..-tNI I) F.ND{)% 1Ifr.'N-I'S F'R().1
.harTtRble acti7t1¢S
285.530
Y7.8%2
38j.41?
I)lhr iniotne
Total
?85.530
97.88?
383.41?
EIPEN'DITIIRK O
Ch2ritablt RLlii-itie%
?91 776
366.?3
14
onlinued... Ilealthytatch Wakefi¢ld
r+40tes io the Firjancial St2tements- continued
for the I'tAr b.nded 31 IIArih 2023
C."OMP.4RA'I'II'F.S F()R'i'Trib. s'fA Tb.NIENT OF l.ANCIAL Acfiv'iTlkS- continued
Tuial
runds-
lunLEs
lund¥-
Nk"I' I(.().%1.11-.PW.NDITI"REl
10.0461
i.476
I'ransfcr5 brcen funds
i.4761
el moi'ement itt funds
15701
REC"ONC.-11.I,i'l"l() Ok F'L'ND5
38.905
189.790
TOT..IL FL".NDS C..IRRIED bORW.laRD
56.649
206.964
I'ANC.IBLE FJXFD,1&5F.TS
IiJfiLe
ryUIPTn¥nl
c-os'r
At l April 20?? and 31 larch 20•3
DF.PRb.C'l.4TIO.N
10.128
1.178
Charge
Ai 31 Ugr¢h 20?"
11.306
NET BOOIK VALIIE
.41 31 I.1arih ?11?3
2.444
Ai 31 Marcli ?{12?
3.6?
DEIII'C)RS= AMOiIN'fs F'ill,LINC. DIITr- WJTIIJN ONF I'F.AR
21JZ3
6.700
15.783
PrLPU!tnent4 and aicrued incomc
9.96
20.483
?9.968
TilinU... Fle¥lihw*trh l%'#kefield
l Olts 10 the FiD¥ncial StxtemcnlS- ttrntitrued
ror tht l tar F"nded J l lrth 2OZ.I
CREDI"r()R5-. AMOIINTS F.ILLlTr4G DI.'E 11.'I'fHIN ON'E YEAR
2023
202•
Accrua15 and detirred TllL(?rne
64.U?3
10.
LEtl51)G AGRFEfvIENTS
Minimum Im%. P4ivminis undur iion-canLYllablc DPerntin4 ILases t1 duc l011014'5=
2023
?022
Within one ¥'tar
LILl%%'eth Dnc and fivc v¢
JJ.976
33.976
31.886
I01-EMET IN FLINDS
NLt
moi'emeiit
in fund.¥
"I'ronslLrs
beteen
Ai 1.4.2?
linre.4tricted funds
150.315
139.2831
U.049
154.081
R¢%tric¢¢d funds
1,200
12.17
15.4461
N14% c'¢r illlianLL
Aifjult %ncTal CdrL I.4SC'I
'dkitlild IL ('fil Mdl¢rnlty VoiLLS
PoHnir.sliips
111)8pilal I)i5th#
44.1)49
141,0491
12.178
6.112
942
3,973
2.794
1,438
2,794
1,438
'i'i Ici,
46,649
16,D37
44.0491
28.637
TOTAI. FI.%DS
206.964
23.2461
183,718
16 Hc<hwatch Il'akefitld
te5 tn the Finallci218tatement$- COtInUed
for the l'ear Tr'nded 31 Nlarch 2023
()l.'F.Mb,N'l- IN" Tr L.'NI)S- continued
Ncl tnoieiii¥nl in lunds. in¥lud¢d ITI above are as folloi¥s=
Inci)nii
rL%ourLi5
KisoufLIS
Cxpindcd
loiLnicni
in lund%
llnrestricted fund
288.943
IJZSJ,2261
139.2831
Re51riCted fund
liulihiidi¢h L-'ngland
.2UO
146,61ZI
138.0191
Aduli Cdre 1.4SC.I
akL'liild l(-C'(Jl Matirnii!. VoiL¢s
P,V¢TILrship
l()bpiidl t)tschargL
32.473
1.5546
22.UQO
14,30
-i,21.)
3.973
2.794
1,438
111.5061
3,7771
133.978
1117.9411
16.037
TO'I-AI, FIINDS
422.921
1446.1671
123,2461
C-(Jmp#ralives for movement funds
'rran41¢
bL'tween
tnoi emenl
in lunds
Al
Ai l.4.?1
L'Dre5tricted funds
liO.88i
ItJ.tJ461
liO.31i
Resiricttd fund5
37.794
4.049
Yi)rk'sliirL" L'ancLr C'Dmmunit
Adult SDLial Cdre [..I%C'I
ak-LtiLld Ii'('(Il IP% l..iigagement- Mll
All1¥ce
W'akLlield ICCCI) MdternilK Voiles
1? 5331
y49
Hospital [)i%Lhar7L
2.j.??U
15.4701
56.649
I'()T41. Tr-l Nl)S
18L).790
17.174
17
L%llJlinued... Htaltliwatch akefiel
.Yotts to the Financial Si#tements- (onfillued
ror the I't#r b.nd¢d 31 F*l8rch 2023
NIOI.'Tr-NITr')'I IN Tr L"JDS - continued
CL)nipardiive na movcffl¥nl in lunds. inLludLd in the aixii'e arc loll(114'$'.
InLominL
esciuT¢e5
Unrestrtcted funds
(teneral lund
791.i761
Re.4trirted fu]Jds
NH% ( thLir.411idnLi
YnrkshirL' C4inLer C'i)nimunTr)"
Aduli SiTrcidl CLlre1.4SCI
dkilTilJ IC'C-GI 11)% l.'iigag¥miLnl- Ml I
l?X.?5g1
710
44.373
4.750
-).?)
ThaklIe1d ICCGI IAatemiTJ Voices
Partllcrlilpts
IIIKspiial l)lSLhge
()4?
1.122
i.oots
11.8781
97.882
174.6621
TO'fAI. P L',ND5
j83.41
REI..A'I-LD P..IRTI DISCI,O%I"RES
'IIILrr u'Lr¥ rclatcd partl trans¥LClii)Tr% ffjr ihc vcar endcd .1 l MarLh 21123.
LntinUed... Healthwlltch wAkle1d
Note4 to The Tr inan¢i#l %tiemellls- toniinutd
for tho I'e8r F"ndcd 31 Ilareh ZU23
ij.
RESTRICTED FUNDS
N'ame
Purpose of rystrirtion
NIIS lL'L¥ All1¢t
P¥rtn¢rship bid i¥iih oiliir loc H¢tha[ch oreanisaiicin$ 10 fund a
C'urnmuniii. Pdn¥l C'LTr4irilindtor.
HialihwatLh Ettglld
D¢i.¢lopnieni of a n•i. N#1Ork Modti for HedthwaiLh vrL)dnisiiortg.
M&uMillan
H(lilin& cngagL¥ninl and iommuniLdrii)ns pos1 Iiir the I'L)rkshirc ce£r
Yorkshirc C-allecr Communiti. To provtdt d Ll)tnmunit} cngaocmcni atTILcr 10 5upwn Ihc chwitN's 'Ork.
Tn pr idc SUp[rt ID irnpr¢)¥c W'dkeliLld Council's cngo4Llllillt i¥iih Adult
OLiJI Car¥ IL¢ U5¢r5.
Adulr %iiLial C¥rL IASCI
ak-cfricld ILL(il Il)
F.l{leniel. Mll All1}
Funding r(Jr the Individu PlÉtcetnttnt 8upp(?rt l..ngHEeTnent project.
lakeliLld IC('(il Maicrn¥rv
Vuiie5 PnLtI1pS
Hosling IhL rn)%iLSUTr ol-ChaiF for LhL WdkL'li¢ld Mai¢rniiN VOIL
ParTnctship
N.ova
To pro%'ide'Easi" Read, MalerT trn Loi'id-19 1led rTralt¢r%.
.Tr31uaLiTrg pcoples. exp¢ricncc ot'the14ospiial nischargL' Pn)LL*s on behf
of Wak'Ltlild Council.
Flo4piLQ Di%¢harg¢
Funding Inr i'arinu% ad hoi cn¥qL gimeiii projeLis lor Ihe WLsi Yorkshiri
Inie&iiaieJ ce13l)2rd and I lealih &. Cari Partnrli1p. in Lo1]&)ratIOn Mith
wYi.Ici) Helthwaich l¥'akcfield
Det¥iltd Siaitrnent offr itharbiial A¢trvities
for iht Trear F.ttded 31 N1ar¢h 202.1
2L12i
IN'C'OII Ib. AND Tr.ND()M'MF'Y'I'S
Chgritablt actlVl11¢5
IifdTiI.
4zI.65
-183.41 ?
OIlLtr income
()IhLY Iniiim¥
I,Jl8
-lotal inroming rtsourtts
4ZZ.9ZI
3x3.41
EXPENDITIIRF.
C.harit2hle attLVÉIIE5
)81564
f>6?
2.14?
46¥
16.110.1
1.7f)S
%ial'l'irdicl and sub.%l%linc¢
SiaH' I rainin¥
DLlii'erv partner fee
l.r¢¢lwicL' i¥cirkLr
VoluiitLLr e¥pinL
. po%tioe & siationerv
PliiinL wid ini¥rnL
Journals iuhsL'ripiion
Ad%¢ni%inLI i)ubliLiIy
R(ioin liire
11 Supp(irt
Ilank
394
16,803
1,2¥4
7.430
880
1.092
5.69.1
6.X68
207
IlppkkLiPinL and aici)iiniancv
2.701
Rini. ser% ile Lliar&u% 51or(¥L' Idctliiies
RiLruiim¢ni
867
76S
%iinLfrv ¢ipcn%es
PLIfknh ()l- lilr (1Th Ihroiigh Ci>&id
-4wJrJs i>n beliiill'i)IYa4 in.5tru¥icd bv WXqIIC
1,446
1,178
2.917
Inieresi re V,IYFth,IC
446,167
aciial rLSourceN ¢xpindLd
446.167
i66.23¥
Ef lexpendiiureilijjcomt
{23.2461
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