**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 ￿￿O￿n[Ing and Riportin8 L'hariiics.. 5ialimenl Ill. IILtA)mirLlliilLtl l)racriLL appliiahlL ro ch(Witi1s ihciT aLuiunls In d¥lL)rdanr¢ I￿1th the l-"Ttt3nLiJ R¢pOrtin￿ Standard appliLablt in IhL LIK and R￿pub￿lL ol- I￿land 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 ￿. rL*SOn 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. I￿kIn05 ihi iiÈ1¥s and Lxp¢rienieb iil-tnemb¢r4 xil-lh¢ geDerd publiL lo h¥alih and ￿16￿￿1 Ldrc prO￿ldErs. 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 u11dir￿1E￿dIrt 5 C'oiiduciino inNCs1ig￿l￿n rL￿L'￿bh Tnto rknlL¥ani hL*LIth 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¢ lLaL!. IL)r l(>mi I IS i11mpl￿nIS. We liiid out PLiJpIL Ihink. 1liroLl￿ res¢¥rih en¥d&'inieni. 14ulih¥i dlLh Il'dkeli¢lil is J¢ltv¢rud h% I I￿￿11h1%￿1Lh Waki15ild l.td. Ilidlihi%aiLh W akLITeld is regT%ILrcd in r.ngland as i ¥h4rilablt il)IfP&Ln! 5iiriicd b! gU￿all1&. i1..￿ LYnplLTrN J %iafÉ.IL￿17 arL hL'lpLd bv lolun1Lt￿ and our14oard i)r I'ru%i¢e% ()i'iYsee% gieer% our work. ThL?v ar loLalI￿ &lPP()IlllvJ 5?LiTrplc. also i'olunl¢Ltx i%'hiTr arL LxpccILd ill havc a pa&sion Inr improi ing h¢ulih Bnd Focial Inr ommuniiic% in WdkelTLld l)istriLt. -thc> a r¢guldr ba51% iii cli er%Le Ihe tirearti%dLioll 2nd Lnsufi thai ligdl requirirn¢nlS and appThipriaiL 4latLiidr¥" rulc% thd r¢¥ulat1L)llb r()Iloi%"¢d. Tli¢i n7dki £ure thaT i¥cirk is deli￿Lrld i(1 pldn. dnd Eh&ll ()ur allL)L#i¢d iiioneN 1% aorurdani¢ wilh th¢ budgLI Ihdi I'LIIIIL. li)r i1?1)n￿￿' 1.4 {￿hIllI￿. ispeciall% Ilioii ¥¥-lio find li hard¢il l(1 be he3Td. li e Lhampion i%hai maitLrs to thLni. and i%(Jrk i% iih i)thLrb til lind iJedS Ihai ivork. W'e iiidipthJdLiiI and L￿11]￿111¢d 10 Tnak'inÉT Ilie bibse¥i dil'lL￿￿Le io th¢ Storutor)" functio[15 I'IIL. PLifpLlSi iTrl- IIlLdl I l¢aliliwaiili is 11) giv¢ iit17.L￿5 and wmlliunili¢s a 4trL)n8Lr vi)tce to intlucnce and uhRll¢ngc ho hLalih I￿a %liLid LarL bLr￿le￿5 arL prolided ivithin Ih¢iF loulil%'. LLKJ Heaiihil'aich OTganihaiion% huvc Lighi staluiorv luncLiJns 11> perlortn.. l. Prom()iing and %upwrting iDvDlTrL￿Lrtl ol- Ii)cal PiopI< ill LOTllrni55ioning. pr()N 15TI)n and SLfUtin%' of loLd Lyre rViLL￿. (Jbi42ining i ic￿% t)I' ILILdl PL4)pIL f￿￿ardIn0 tliill. niLdN tor. aiid i¥pLrienLes t)I'. ILIcdl LJrL SLr¥icLs ￿]d making thtse VILWI known. 4. N1akin.¥ riP()rt% and reLommendaiions ahjul hvw Iwal orc sm'iiL'S could or nughl 10 bi irnprovcd. "I"hiY $hi)uld bc JiriLlid til j.iimrni5sioners and prDNidL'rs. and pcopli fL%piinsibl¥ for man4oiTr¥ L)r sLrutitti%ino_%er¥'iLL% dnd Sh￿Ld ¥¥ith Priii'idinu lid￿aLL and infLTrmidlll)n aknui ￿leSS 10 lo￿] Lure 5CiWiMY s(J LhoicL's ￿ bL madL aboLtI local SL'f%'i¥L4. 6. 1-tirmuldlin¥? Vlki%S on u1- pri?Wl.%ll)n and i¥heillLr and how Ihg IuLttI Gyre s¢Thi¢'i% uiuld and i?uohi io b M:thine ruuTrmmcndaiions In 146olthiYdtch F.neland ir) advisL Ilie (..ar￿ QuJlil%. Cc?tnmission ￿ LondttLI SPLXÈ ,hL 11 llL'eds [(? L'ndblL it 11) PLrlomi LtlcLiiVtIv. Ile*lthwatf h Wakefield Report oftht Trustees for thc I'rAr Ended 31 ￿larCh 2023 The CF.lJ nf Htrdlihwiiich l￿'ak.¢t1r1d uurr¢nil%' iak-cs up Ihc I￿[¥rtOrI 5Lai the Wokchcld l)isrriLI tr1￿1[h and W¢llbein& Iliiard. ensufin? Iliai IliL I'jjikS of P&liirylt5. Larers. and i>ihcr 5LYIILi iaken iiiiu loial ne¢d.% iLi%e%smLnls and str61L￿]US pfLpafL'd. 'I'hc IIL'&lIh￿,￿Ilh Wakcli¢ld L'LU dlsv siaiutvrN seals un lh¢ WaK'ili¥ld l)iiriL1 1 lealih wid ( ari IknTILfship Bollrd. Ihi Il'akclield l)isirict C'nnTicciin¥ C'.arw l-.xccutrii'i. and Ilie Wakiliild t)i%iriLI SufiLitsdrJiiiL Adults Board. In dddill4in. SIn￿L Ihi irnplimLmlaiion ol'iliL klealih and Q"ar¢ AGI 2022. Jnd tlii d¢￿¢10pment vl-rcoionul InLLYrxied Q¥re Bi)￿d￿ 11(."141. Ihc IILdlihi%acli Wak"cliild (.-l-".O hold% 51atulori' 5eaib on the W"esL YoTk%hii"L IlulLh {"￿e Pdnn¢rship niiJrd. lh¢ I￿¢￿( Tr'und hi4lth and %p¢ial ca￿. WL. Ivill du ihi$ 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 In￿01￿￿ all ci)rnrnuniiiu5 in 14 ak-LIILld Disiri11. WL work paniiership wilh all k'cv siakLhr)Idcr5. d elTeLiive i¥c aiTll lo be rur findings aL¥ording L(1 our pr(ILeises i%hich av(iil-dbli Lin iiur i¥eb%iie. Indi ¢ ￿1 oil bchall-i)l-loLal TKople i￿￿.￿L.￿delI[ ot-poliiiL￿ plinies. Li)IiimiisiL)ncr% and providits. WL have IILTr ¥¢bieJ inÈer¢514 ill tTrie ouicome ol-i)ur ¥kurk spart fTUtn itnproving IIiLal htrdlih and soLial care scTvice5 IVT ihc pLxipl¢ Our atms I. ENI--I)RN1 .INI).Ql-)VlgE bk kiLP111¥? iiur4¢lv¢% iiifi)rmLd and sharL inforniatiiin ah(iut I1)L￿ hialih llnd Larc scrviiL iiiih Ir¢nih¢rs iil-Il)L' publii, hclpiTlg f¢oD1￿ la uDJir.%i&nd Ihcir riEhis= sup￿IlIng indiviiluiil% ivho hdNL 4ULSlitins or cnncerns ah()ul local icos. IN.VOL VE dnd en&bd¥e IIKJ pL￿p1￿ ihrougii our ftiilrLaili <￿tiVIti¥￿. inLluiliThgb %% heri thLsi ari virttigll (Inlinc- %% ill iTrifLT a varitik ol. lor PLiJple 10 acLLSS inlortnaison. Jdviig. and iUPPLJfL and I4'e i¥ill i(Iiiiinue 10 build Jnd support a iiriing ILYM i)f%iiluniLLfs. 3. IXW'I.:% I l(iA'I'I.' h) liioking d￿[￿r inio 5pwific ￿.4 ol. concern5 b> people: ivill ¢ollccL alK5u and rep(irt É)n intelligenL¥ around p¢ople's tKPLfi&nCC ol. healih %L)rial Git.%¥rvi¢L%. 4. SharL IILif inlLIIj(Fince and rcptirt lindinÈs 14 id¢lk 10 IN,I.'I.I 1..N￿{-l-. .QND ENIPAC'T Ihl kLv ditiNllTrll% th￿ our made hc&lili s¢TriLL￿ li)r loi&l ￿M1P[¢. Jnd *LlPPQrt deLisii)n Indking willi IL)¥al pu)plL % VI)I¥L iii mind. i. 'I'hmu&h IhL ITidipciideni ( iltnp1￿ln￿ .IdKocacw Sern'ii¢. Lontinue ADV()L.I'I'I.- ANII SLIIIPnRT as appropriiii¥ tl) Lnable pit)plc to Lomplain dknui NHS SL'rvicLs ifvhcii 111ei ii¢ed i(I bul ￿ri in niL'd (Il-%ui?pc)ri li) di) Illi%. 6. li(IK'I."RN ours¢lv¢'% Ll"Icai%'clv iii linc Mith our 8iaiutnTr funLiion& OLtr lundino ii) suptA)n i)ur su%iainthilit¥. 'e ivill L￿nE1￿li¥ Iti wiirk- Niiih p8rincrs on 4 iwid¥Y g¢I)grnphtL￿ f0171prinl in lin¢ ¥4Tih ()iir SLatLd i.dui.i wid behu%'ii)urs. liileLfdied C'.1fi 11 L81 Ynrk'shirL il Iiill rein¢1in iinpnrtani tft us that IhL' Il'ak'cfi¥ld t)istria PLiblic dTrL% iiot gei lo%1 4tnid%l thLse imponli llt conver￿*i￿n5 dLLiSIOn5 ILI tl Te8iond lev¢l. 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 g￿lT 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 %hdri Ic>ul p&Trpli%' l()ILiS. WL bLIiL%e Iliai aLtii'¢li' pyniiipaiiiig in ihe%e di4¢u.s￿l￿lIS enygin4 KNith dcLISIOIi-tn#kers. %¥e idli bring? aFK)ui posi11￿L Lhan¥L lind makc a lasiing impail on thL hLalih ancl .WLial i¥iro %¢rvircs in aur il?mmunii!. -IhL 11 dkililld l)i51riii Lilix¢n %'i)IL¥ tnatiers. and 4s'e will conlirtlle 10 be local PLoplc'% advuLaii Wt navig￿< Ihe ¢Noli'ing I￿￿SLape c)f hLdiliiare proviSiLIII. Rtththin% out W¢ li¢dril 1.117 ¢¥p￿rit￿les 1)f 11¢￿th ¢dre s¥wfviLes from PLupIL atir0￿ ciur disifiLI. lielping u5 to rAiS¢ awarenc.&s ot I%SLJC5 and improN"c carc. This InLludig 999 %lOriiS abthut ¥XP¥riLng¢s of local hLalih s(ILial care sLryice5. And .714 re4pon5e% lo survcN'% CTLaiLd i)Ti spLLili¥ Lop1￿$. 161) PLxiplc rccciwcd suppi)n Irum our Indcpendent NIIS C-umpl#iillis AdNoLac%' SerNiL¢. 77.574 ¥isiiurs i¥Lni iu Dur websii lakinE R difttronct tn care IK'¢ puhlish¢J 14 1.tTrlns dlK)ul issu¢5 pwple w¢r¢ fJ¢ing and itnpThivem¢nL% peoplt wnuld likL' to s¢¢ 10 hedih and )C12¢ l scrvi¥es. Inst PLipular wds 1&51 >'¢ar's Annual R¢pi)rL hui nthery included nur F.nier dnd vie￿ Visii iv Spire 4leihlL! PaTL quancrll i4sue re￿n.1￿[h& l'ou ielling us.: and our rL'pon calling lor dLnii515 11) itnproic ac£c5R lor 4% Pdii¥llLS. WL'fL IuLk! Ic) haYL i6 c)uiswdin8 vuluni¢¢r% tvho 8a%'¢ up a ii)Fnhined 871 hoL￿s 30 niinuiLS or 36 da! s to Jii8kL' Ilealthwatcb l¥ gkefield Rtpurt ofthe TrusÈee5 ror the I'tar Fndtd 31 Nlar¢h 2U23 .4cIIIEvfr.￿1￿.￿.l' .4ND Pb.Rb(}R￿IANcF. Our prioritie5 for 2O75-2024 .4ftLr caretiilli ihv iDtortnaiTon Ihut PLxipIL rcportid LO i1￿ OI'tT iht IkS$1 VL￿. li)lIo￿-1￿¥ IlllLn%ii'c and %uccL"sstul dckLlopsntni session 10 identih" our ongoing Opifdtional prioriiits. i¥e are goiTpg io toiws on Ihe riill(ii*inLi Ihrough ?0? j-?0?4.. IH]proiing acttss to setvices I￿￿peCIall¥.. bui Roi lirlliiL￿ io. in (iP's. Dciiiis1& Yi)ung Pioples MLnial Health. l.eamin¥ disubililiL's Aduli.MLiiidl IIL*lihl'. %liiif¢ L)i)nd piaillCL Iroiii %LrvicL% Iliai currLnili' r￿c1ve good t¢¢d￿.k on a¢￿%$. ImpftTrvL inlorrnaiiiin availahlt on Ihe 5Cryii¢S, ItnproiinL the 4￿1{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 Ttslrit￿d IuAd5. -i)111¥¥4iTr¥ IhL' th()¥e rL'hu1￿. thL 14lll hi fL,11L￿wlng ￿1 running rc5¢rves. I"hL Chariis s frL'L rLs¥ri'c¥ cxLludino It.¥cd asseis. ai ihc ¥¢4r-¢nd 14'Lrc £152.637. This represenis approxiniat¢ls 4 tnooths of eX[￿ndIlUre. STRII(-.TI RE. GQI'LRNtrt_NC"k..IND ￿lAN,*GEfvIEhT Governing di>cumiint I IIL ¢h￿ill 15 limited b% euardlllte and lormed on 8 DLbLfftk"¥ ?11 li. It is govenicd a mcmor8nduTn d yrti¢lib (Il-assiLittiion. The liabiliTh oftht members in thL e￿ent ofthe wound up is litnii¢d 10 a %u Rccruitmeni li nd appniptmont of new trustees -l-li.- I ru51iv% lil- Ili¢ (-lidfiii, £1141) Ihe Direill)f% lor iht piirw%¢i lif LaMp￿tr law and ¥srt wpx)int¢d andl(Ir rem(Trwcd bb IhL rnctnbL'rs ai euch Jlnniial Ciciieral Mcciing. a5 pcr our Arriclcs Dt'A5%0Cl81ion. EIEFERENC F .4SD ..11)NI INI lS'l'R,ATIW E DE-fAILS Rvi8rtr¢d ( otnpxrtv numlptr ReEi.*tered ('hhri¢v •ymb¢r 1166797 K¢gi.sIt￿d oifiec ,￿￿E￿il SirLbl 'Lil l'ol￿'bhire IIFI 2DQ H¢8lthw'¥lth Wakefield Report olthe Trustces for ihe l ear Tr.nded J I ￿l￿rth ZU23 l-rustees Re5igntd- 14 Augusi 20?.1 R¢signcd- i ScpictnhcT ?1)23 Re%i¥n¢d- ?Ll J*niuiTr ?1)?; RLsi4nLd- 26 I'Lbniar%, 2073 PaTh I Indgkin Rutli NliL'Jllurn ChL'P l ..l4ibury luliell¢ LirL*llivood ResigneJ- ?0 S¢piernher 2072 iILxxham s￿Il,11￿11¥& 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%em￿r ?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$iee% of Ilealth*ai¢h l¥akefield I'ihe C'ompav).) I rep¢in 10 Ihe Lliarit! Lrust¢cs Dn mv ¢xwiiinaLlOll ol-lhc acwunt5 01-thc Losnpanj lor th¢ v¢ur L'RdLd 31 Murlh 20?3. Re5pollsibilities and basis of report .45 IIIL ￿17￿11￿,4 Ir￿￿1¢￿) ol. Ill￿. Lvniplln¥ land al￿> 115 diFLLiors for thL purposes (IfLompanv la￿} vou arc resFK)nsiblc fL>r Ihe prL.p￿aEinTh ol. Lhkn aicounis iii accfjrdancc with Ihc requir¢mrnis ot th£ Companics Act 201)6 I'ihc 20116 Aci'i_ I laving S￿l.￿rIed m)5ell' thai Ihi ai¢ounls Ot. thL C cimpdnj arL' noi r¢yuircd 10 k £tudiLLI iindL.r Part 16 ()l-Ih4 ?11116 ALI and LIL￿ablE for indiPind¥ni i￿arnIn￿lI1}n. I rcwn in r¢iPe¥t ol. tni, Iifi()ur ¥hwii!'S (￿l()￿nl% itrricd out und¢r %LLtiun 14) ill- IliL (h￿iLlL% klLt ?UI I I'the ?L)I I ..tLI'l. Iii uarr￿lI12 uiii IllN ixaniinatioii I lolloi¥'id Ilii l)ireciiiiii.4 giien b% Ihe Cliurilj ('i)mmis4ii)i) und¢r £LLllinn 14ilii Ibl ul-thi ?01 l A¢1. Independent t.￿mI￿Or,5 Statcmtni SinL¥ l(iur chllriii, s gro%5 inLÉ)rri¢ L.XLeeded £?ill.nnfi I'nur eNamineT mu4t ￿ a rnember nf a liRted Frtidv_ I wi confirTll IliaT l arn Liudilicd 10 undLflak"L IhL Lxaminaiioii hcLau5c l 4U71 a MU￿ber DI. rhe In%iiiuiu ol. C-hanlrcd ..licounianr.s T Eneland and wal￿5. which is on¢ ol-the lisi¢d ixidie%. I hai'l complited mi l u)nlirm no maiicrs havL L￿ml lii m) allLniion in coniicction ivith th LX￿1na[IOn giiing Tn¢ ¢JLLSe ic) helieN'L-. acwuniing rcu¥rds i¥'erL ni)I kLVI in ri8PiCI Ot'ihL Cornpanj as rcquired %Lriion 3Rfi ot Ihc 2006 Affj or thi aCCI)unis nni aciord ¥¥iih Ili1>se r￿lL)r{L￿. or Ihi dLLLiunES du noi LOTnp1￿ 14.iih Ilie u¢L41Ullting TL¥uir¢menis of %i£iiun 196 at IhL. ?Wli ALI iiiliir Ih&n 4nv re4uTreinini Ihai ihe aLLouniy givc £1 truL' and fttir vi¢M whtLh 1% noi a niarter con4idirth paffl (>1" an indLpeiidini L*aniinaliciii'. or 1¢ JLLiiuni£ noi bL*n prtpared in ¢iCCf>rdanL¢ i¥iih Ihe miYhnd$ and principles nt. IliL %I?l¥iii¢ni nt RLiomniciidccl I ricti¢u lor @LL0U￿LIn? 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.K￿lItIatiOiI tci 14-hiih aiteniion sliould t¢ drdi%TI 111 this re￿rt iii l￿d¢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 lin￿lL1&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 h￿d 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 trem￿r% hai'L ni)1 required thc lli ()hiaiii Iidii i)I' ils fiTraALial staicmcnrs liir th¢ LTrdtd 31 hlarLh ?073 In i￿¢[)rd￿￿Ll. wilh %iLliUn 476 (Il. the I ITrTnpJniLS Aci ?UU6. ThL IruKie¢s aLknDii lidgL Ihttir ￿￿(in￿lhI1I1le￿ lor InsLirin? Ihai ihL Lh￿ilabL￿ 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<￿il￿1 ￿tar and (¥t- iti NLirplii.% (Ir defiLiI lor l￿ch 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 h￿l1￿Ls.. StaiLment Rlpining sil￿d￿.￿ JppliLahlL' in ihL' I.'K and RLpuhliL (Il Ircldnd 11-.R% Findniial RLPOrtinn 514￿dard 10? 'I"he I'iDiin¥ial R¢puning %￿ndard . .xiiendlt￿re l.iJhiliTIL4 afL reci}trnised cxpenditurL as soon as Ihcre is J leg￿ or ¥on)¢ru¥live oblig*iiLthn Cotnmiiiing the Lhariil In lh￿ LIPLndilurL. It is probdbli Iliai d If<￿SI￿r 111-¢Lonomii k"nÈli1￿ ¥vill be re4Jir¢d in %eltl¥m¢nl the dnioiini i)I' Ihe <)blioaiion h¥ mta%urcJ FLl&dhl!. l-'IpcndiiLWf 1% aLLiiiinlcil l(Ir i)n aLLrkial% lias bcLn Llab&iliLxI undcF hiadiii25 thai aggrcgaiL oll cos1 Telaicd 10 thc fWLgilTI. WhLYL Lallllllt hl dirL'LtIN- rributed Iij pani¢ular ht*ding% LhL￿￿ have bL'in allocaiid io aLii&iiiCS on a ￿1b IODS1St¢ni i¥iih th¢ use ot Tallgible fi%ed asset5 DipfiLlillion is pr()￿l(led th Ihe follo￿1￿£ ￿nUal rJiL% tn ordLr 10 wri1¢ oll. idch kL%%ei over ils eNiim8ied useful orriL¢ Lquipm¢ni 2i/D tsn cosi un¥ihl¢ fixed Ll)%lin(y morL Ihan tSOO LapIt￿ls￿ inoluued di rus1 includinq inLidLnial exptn%ts ()[ LtL4uisiiiillI. Oifi¢d ari* %lit}i% 11 dt lh¢ valuL 11) IhL Lh￿ILl on rLiclPI. T*x#tio IIIL ￿h￿ill ¢Aeinpi Iroiii Li)ryJoratinn L)n lis thBriiahlE IlLlivitics. Fund aeeounting UnresifiLILd ttsiids ian be used in accorddllC¢ ￿'1[h th¢ charitab14 obi¢¥ilVts ￿ ihe di%crthic?n iTrfihe tritsieL8. RL_%ifiLieLI liind% IiDlI be Uled lur paniLular rL%triLlid purpiibes i4'iihiii Ilie i)hj¢Lu* L)I' Ihi chdritN_ RL51ricli011s dfiSL' lyhen speLift¢J LhL dDnDr or iNI)Ln lunds arL rdlsiLI li)r pthiLiilI()n lih¢me liir the benefir of tls Lmpli)V¥bS. The ofLI?niribuiiiins are r¢ii)¥lll%¢d in IhL Ih¢¥ &e pakal)l¢. Operatittg least tomni1t￿ents RenL* under iipLYaiiii¥ lidSi& Ar¢ LhttrLJcJ d .%113ighi line hasis oKer Ilic Icrm or li) carlitt dale il- Ihe lea%c ian bc d¥ivrtninid wiihiiul linaniidl pcndij. niinucd... Healthwaieh Ivaktfitld olt5 to tbe FinaDctJl Statements ¢onttnued ror Ihe I tar F.Rdtd 31 ￿l￿reh 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 Q￿iLLr 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 IL41th￿3t￿h 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'Lf1￿1d 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. P￿In￿rs￿lp 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 1hrou￿1 C(>iid Award%. .NF.T I%(.{)￿lE/(EXPF.￿DITlIR F-I Nei inLomLIILxpLndiiurel is siaied g&lier ch￿ging￿llred7Ilngj'. 2023 l)epreciaiion- ownLd &8%d8 SidfI'ci)sts 2.917 2S7 564 343,158 Elealihwatch W#kefield Notes to the Tr'iDllnci*l SIMtemtnt$- COlkEin￿ed for the Ended 31 MArLh 202J TRI',S'I'F.F.S' Kb'l.11.'N&.RA'I'ION .4.ND BEN£k11S TherL i4ere nli ifLL%I'th' rcmunLration or other beiieli15 lor the %¢4r cndeil 31 Mdrcli 202) iii)r li)r Ihb vcar Lndcd 31 MarLh ?()?? Tru<es' expense5 l)urine ihe vear Dne Irust¢¢ paid a t()thl ol'£lOf (jo??: £401 in rLsPLLt ot"Iruvil dnd oihLr yundrl e¥penNe I'*lk-F COSTS 2023 ?ft22 3Q5,i38 24.028 13.592 2%4.160 SLILial sLxufiik LL)SIS Pensi(Ins I Q.8U8 313.158 28?.j64 RctTrulleration and benefiis received b) ktj mAna%tment persunnel I li¢ k¢1 nianao¥iTlinl w-rsiillTTril i)I' Ilii ih1ril! LhL tru5LL￿ I'hi¥t'nllicer. l-hL lthtd bèftcll￿ recL'iyed bv thL Chill. ()trtic¥r ￿¢re £i9.i69 1?0??- £.f7..i081. No 1Th￿tee reLLiVE￿ 8nv reniuneration or benelil in ihis LapaLiti' during Ihis or the prEVinUS )'Lar. Pcrtsioll stheme ¢oDtriblltiolls 2023 ?022 Ci)s1.% nl'ihL Rcli¢mc lu Ihc Lhwiiv Inr lh¢ l'ear Conirtbuiions 0u1bb￿dln¥ ai thL lin¥lJd¢d IA ¢fLQiiorsl 10.808 1.604 1,967 l-hl ak¢r4L7e monthl), nU￿7￿r ofthnplo}¢¢s duiing Ihc VL*f f¢JIlo￿$. 2023 12 Avirage nurnher iilemplo>ee5 ¢mplo%eth r¢c¢ived eni()lum¢nis in o1-£60.000. cO￿lP1￿RAT1l'Es FOR TIIE ST Al'Ef¥lb"NT OF FINANCIAL, .4C."I-II'I"T"I b.. Llnrty4lriiLttd luntL% RiS[ri￿Co INCOMF..-tNI I) F.ND{)%￿ 1Ifr.'N-I'S F'R().1 .harTtRble acti￿7t1¢S 285.530 Y7.8%2 38j.41? I)lh￿r 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 br￿cen 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 ￿l￿rth 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 t￿1 duc l011014'5= 2023 ?022 Within one ¥'tar LILl%%'eth Dnc and fivc v¢ JJ.976 33.976 31.886 I01-EME￿T IN FLINDS NLt moi'emeiit in fund.¥ "I'ronslLrs bet￿een 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$- CO￿tInUed for the l'ear Tr'nded 31 Nlarch 2023 ()l.'F.Mb,N'l- IN" Tr L.'NI)S- continued Ncl tnoieiii¥nl in lunds. in¥lud¢d ITI above are as folloi¥s= Inci)nii rL%ourLi5 KisoufLIS Cxpindcd loiLnicni in lund% llnrestricted fund 288.943 IJZSJ,2261 139.2831 Re51riCted fund liulihiidi¢h L-'ngland .2UO 146,61ZI 138.0191 Aduli Cdre 1.4SC.I akL'liild l(-C'(Jl Matirnii!. VoiL¢s P,V¢TILrship l()bpiidl t)tschargL 32.473 1.5546 22.UQO 14,30 -i,21.) 3.973 2.794 1,438 111.5061 3,7771 133.978 1117.9411 16.037 TO'I-AI, FIINDS 422.921 1446.1671 123,2461 C-(Jmp#ralives for movement funds 'rran41¢ bL'tween tnoi emenl in lunds Al Ai l.4.?1 L'Dre5tricted funds liO.88i ItJ.tJ461 liO.31i Resiricttd fund5 37.794 4.049 Yi)rk'sliirL" L'ancLr C'Dmmunit Adult SDLial Cdre [..I%C'I ak-LtiLld Ii'('(Il IP% l..iigagement- Mll All1¥￿ce W'akLlield ICCCI) MdternilK Voiles 1? 5331 y49 Hospital [)i%Lhar￿7L 2.j.??U 15.4701 56.649 I'()T41. Tr-l Nl)S 18L).790 17.174 17 L%llJlinued... Htaltliwatch ￿ akefiel .Yotts to the Financial Si#tements- (onfillued ror the I't#r b.nd¢d 31 F*l8rch 2023 NIOI.'Tr-NITr')'I IN Tr L"JDS - continued CL)nipardiive na movcffl¥nl in lunds. inLludLd in the aixii'e arc loll(114'$'. 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 -).?) Thak￿lIe1d ICCGI IAatemiTJ Voices Partllcr￿lilpts IIIKspiial l)lSLh￿ge ()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. L￿ntinUed... Healthwlltch wAk￿le1d Note4 to The Tr inan¢i#l %t*iemellls- toniinutd for tho I'e8r F"ndcd 31 Ilareh ZU23 ij. RESTRICTED FUNDS N'ame Purpose of rystrirtion NIIS l￿L'L¥ All1￿¢t P¥rtn¢rship bid i¥iih oiliir loc￿ H¢￿th￿a[ch oreanisaiicin$ 10 fund a C'urnmuniii. Pdn¥l C'LTr4irilindtor. HialihwatLh Ettgll￿d D¢i.¢lopnieni of a n•i. N#1￿Ork Modti for HedthwaiLh vrL)dnis*iiortg. M&uMillan H(lilin& cngagL¥ninl and iommuniLdrii)ns pos1 Iiir the I'L)rkshirc c￿e£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￿{lenie￿l. Mll All1￿} Funding r(Jr the Individu￿ PlÉtcetnttnt 8upp(?rt l..ngHEeTnent project. lakeliLld IC('(il Maicrn¥rv Vuiie5 P￿nL￿tI1pS 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 ￿1￿led rTralt¢r%. .Tr31uaLiTrg pcoples. exp¢ricncc ot'the14ospiial nischargL' Pn)LL*s on beh￿f of Wak'Ltlild Council. Flo4piLQ Di%¢harg¢ Funding Inr i'arinu% ad hoi cn¥qL gimeiii projeLis lor Ihe WLsi Yorkshiri Inie&iiaieJ c￿e13l)2rd and I lealih &. Cari Partn￿r￿li1p. in Lo1]&￿)ratIOn Mith wYi.Ici) He*lthwaich 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.6￿5 -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¥pin￿L . 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 I"hi* iyaoi di)£s nui form part ofLhL %latllitsrn. I￿a￿lia1 51atetnen T: **01924 376045 www.smh.group**