Charity iegistration number 1166797 (England and Wales) Cornpany reg15tratlon number 09907848 HEALTHWATCH WAKEFIELD ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 MARCH 2025 HEALTHWATCH WAKEFIELD LEGAL AND ADMINISTRATIVE INFORMATION Trusto0s Andrew Kent Melvyn Ingleson Roger Grasby RaGhd Manna Richard Ha￿D9d Berni O'Brien Mary Roche lain Wilkinson (Appoinled 1 April 20241 IAppoinl8d 1 Apiil 20241 (Appointed 1 April 20241 (Appointed 1 April 20241 (Appointed 1 April 20241 Secretary Lawls Smllh-connell Charlty numbor (England and Wal•sl 1166797 Company number 09907848 Reglstered offlce Heallhwalch Wakafièld Tha Pltrx Margaret Street Wakefield W Yorkshire Unlled Klngdorn WF12DQ Ind*￿nd•￿t •xamln•r V J Alkir150n BK Plus Limited 52 Sl Johns Lane Halilax West Yorkshlra HX12BW HEALTHWATCH WAKEFIELD CONTENTS Pagg Trustees. report Ind8P8nd8nl 8xatnln8rfs report Statement of lin8n¢ial activltios Balance sheet Nolas lo Ihe flnanclal $lalem&nls 10-20 HEALTHWATCH WAKEFIELD TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) FOR THE PERIOD ENDED 31 MARCH 2025 The Iruslees who are a150 direclor5 of the charily for the purposes of the Cornpanies Act 2006 present their annual report and financi81 stalernents for the period ended 31 March 2025, The linanei81 stslemtrnis hav8 been prepared in accordance with th8 aecountirYJ policies sel out in note 1 to the financial slatem&nts and comply with the charity's governing document, the Companies Act 2006, FRS 102 The Financial Reporting Standard appli¢8ble in the UK and Republic of Ireland. the Charities SORP"Accounlin9 and Repoth'ng by Charities.. Slatefflenl ol Recommended Practice applicable lo charities preparing their accounts in accordance wtkn the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021". Oblo¢tlv•$ and a¢tlvl¢lè$ The Charity's objects Th8 advancgmenl ol health and lh8 relief of those in need by reason of youth. age, ill-health. disability. or financial hardship bv.. 1. Providing information and advice lo Ihe general public about local health and social care services. 2. Making lh8 Vi8ws and 8xp8ri8fjces of memb8rs of the g8n8ral public known lo health and social care providers. 3, Enabling local people lo have a voicé In Ihtt development, delivery, and 8qU8lity ol access lo Ioc81 health and care services and facilities. 4. Providing Iraining and the development ol skills Yor volunteers and the wider community in underslaiding, 5Grulini5ing, reviewing, and monitoring local heallh and car9 5ervic95 and 18cililie5 5. Conducting Investigation and research into relevant heallh and social care issues and makin9 public the useful le5uIt5 of such work. The Charity's main activiti•• He8llhw8tch W8k&fi8ld 18 the Ioc81 he811h and soci81 care champion From Overton lo Knottingley and ev8rywher& in bèiw$Èn, w8 Makè surÈ NHS lÈadÈrÉ othèr dèeision-makèrg hèAr loeal pÈoplès' voicÈg Èrtd USÈ IhÈir feÈdbatk lo Improvtr caro. 11 anyone uses GPS, hospitals. dentists. pharmacitrs, care homes Dr othor support serwic¥s In our ar¥a. w8 ianl to hear about their experi&nces We ar9 In¢epgn¢gnt and Impartlal and gnything p9oplg tell us15 GQ1fldenllal. Wg provldg rellable and trusiworthy Inlormailon nd advice lo help local people lo get the support Ihey need. including independent 8dvorAcy for forrnal NHS Gofflplainls. Wle Iso find oul what people think through research and engagement. Heallhwatch Wakefield is delivered by Heallhwalch Wakelield Ltd which is registered in England as a charitable company limited by guarantee. We employ a staff team and are h?Iped by vclunleers. and our Board ol Trusiees oversee and sleers Duf WDrk. They are locally aopointed people, alsc> volunleers, who have a p8ssion for improving health and social care lor communib'es in Wakefield District. They mg91 on a regular basis lo oversee the organisalion and ensuie that legal requirements and ppropriate slatulory rules and regulations are IDllowed. They also make sure that our work is deliVe￿d lo plan, and that our -Ilocated Money is spent in aecoidsnce with the budget and that va ue lor money Is gchieiied. People's views first- especially those ￿,hO find It hardest to be heard. We champion whal matters to them, and work viith others 10 find Ideas that work. We are Independent and CDmmitted to making the bIg￿$t dIffere￿e to the residents ol Wakelield Di5tnct. HEALTHWATCH WAKEFIELD TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 statutory functlons I h8 purpose ot local Heallhwatch Is lo give crtizens and cornmLJnltleS 8 Stionger voice to Inlluence and challenge how h8alth snd social care services are provided within their locality Local Healthwatch organisalions have eight statutory fJnctions to perform.. 1, PIDinotin9 énd sUPPOrting involwemenl of local people in comniiss￿n1l7g, pi-ov1510n. and scrutiny ol local carB services. 2, Enabling local people to rnonilDr local care services and whelheri" how Ihey couldl oughl lo be improved. 3. Obtaining iiews ol local people regarding their needs for. and experiences ol, local care ServI￿S and making these view6 known. 4. Making repDrts and recommendations about how local care services could oroughl to bè improved. These should bo Jire¢led to commissioners and providers, ¥nd people responsible for managing or scrulinising services and shared with Heallhwatch England. 5, Providing advite and inloml8lion about access to Itjeal eare servie8s so choices can bè made about local care sérvices. 6. Formulating views on standard ol provision and whether and how '.he local care services could and ought to be improved. 7. Making recommendahons to H¢olthwat¢h Eiqland lo advise the Care Quality Commission lo conducl special reviews or invesligalions lor. where the circumstances iuslily fflaking such recommendalions direct lo the CQCI, and lo make recommendations lo Heallhwa:ch England to publish reports about particular issues. 8. Providing Healthwatch England with Ihe intellig8nc8 and insighl il needs lo enable Il to perform effectively. In the local conlexl Healthw3lch Wakefi'eld currently has seals on Ihe WaKelield Disliicl Health and Wellbeing Board. the Wakefield Disirict Heallh & Care Parlnership Board, and Ihe Wakefield Dislricl Safeguarding Adults Board. In Ilie Sub regional con'.ext Healtliwalcli WaKeliel¢J currently lias a s•al on the Hanie5sing Powei. ol Comniuiiilie5 Boai'd and the Sy5t8m Oversighl and Assurance Group Committee in West Yo"kshire Inlegraled Caré System. Public b8n&Jlt Tha Irustè8s have pald du8 ragard to guidanca issuèd by the Charlty Commlsgon Sn decldlng what actlvllies th8 charity Should undertakg. HEALTHWATCH WAKEFIELD TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 Our vlslon We are the 'go-lo' organis21ion lor members of the public In Wakefield Dislriet ￿ talk about th61r experiencès ol health and care, ano we will be kn9wn for making 8 difference by Influencing posiliwe charge. Our Mission To Inlorrn and aJvise To involve To explorè To Influen￿ and impact To advocate end support Our Values Active listening, we listen wilh compassion. Candour, we offer critical friendship lo system partners speaking with tenacity as an independent source of telling truth to PVWLII. Impact we amplify the voices of local people with a view lo making a purposeful and posilive diN8renc8. We will ctsnlinue lo work with partners on 8 wder geographical loolprini in line with our $18led values and beh8viours, Including neighbouiing local Healthwalch organisalions, 10 ensure that local people's voices rernain heard across the Integrated Care Sysleni in West Yorkshire - il will rernair important 10 lis Ihat the Wakefield Disiricl public voice doe5 not get lost amidst these important ¢onvers81ions and decisions al 8 regional level. Achievements and performanco Signilicanl s¢lNvilies and achievemenls o99insl obje¢lives With new trustees and leadership, Healthwalch Wakefiekl eniered 2024125 ready to slrenglhen engagement with patients, carers, and service users. Our Insight Rèports and partnership work have helped Improvè local s6rvic8s, supported by volunteers End community voices. Highlights Include g rnaiDr slucjy on veterans, c8re, slrenglhened governance, and dvocacy foi people navigating complain15. Wle remain é trusted pa'tner and wll continue to expand our profile and digi181 raach to k8ep the public's voic8 ai the h88rt of servlces. Reachlng Out and chemplonlng volce Not iieluding otsr Panels and Partnèrships, 1,375 people shared their èxperi8nce5 of health and social care s8rvieès with Js. Melping lo raise awareness ol Issues and Improve care Anothe- 241 look part In our Eurveys People came lo us lor clear advice and inlorm3tion c>n topics such as mental health support and finding a denlist. 155 people were supported through Ihe NHS complaints pro-. -ess by our independent Advocates. 22,206 pe(>ple visited our website, looking lor information on Ihings like Pinderfields Hospital bate 12, and the new Community Diagnostic Centre. We published 4 reports about the improvements people would like lo see in areas like walernity, and school nursing. OL4r most popular report was our veter•ns report. 'Serving those who served.. hiyhliyhting people's $lrug9les in accessing ca￿-.hat is tailored to their needs. ThroJghoul the year we held 48 meeting5 of our four successful panels and partnerships.. the Adult SociGI Care Citizen Panel Maternity and Neonatal Partner5hip', Mental Health Cornmunily Panel.. and the Parent and Carer Panel Project. Bringing together local voices and experi)nces with commissionets and managers of local servI￿s. HEALTHWATCH WAKEFIELD TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 What dld wè do Equlpplng people wlth the Inforniatlon and tools they need We created a resc>urce designed lor veterans. service leavers, and non-mobilised reservists. as well as the prc>fessionals wi0 support them. We also developed nevv self-help inform2lion for people who wailed lo make a health or social c￿re complaint. Celebratino our volunteers Our volunteer5 look part in events like Armed Forces Day lo promote our work, collected experience5 and supporied communilies lo share their views, arried oul visits to local services lo help them Improve participated In our panels and partnerships,. and provided our organisalion wllh support, siralegic direction, and oversight. Challengin9 gervlce¥ by provldlng 8dvocacy ¥uppori With ifflprovements lo end-ol-life and pallialivp care., L)e1ter communication on Medication shortages.. Improvefflenls lo NHS 111 lor Deal callers., and, ENT Clinic appoiniment improvements, amongst Others. Serving those who have seThed Uncovering the health and social care needs of local veterans, 5erviGe leavers. and non-mobili5ed ie59tvist5. We engaged viilh local veterans belween April and May 2024 to explore their awareness, ac£ess, and experiences of health and care $ervi¢e5. 74 people look part In our survey and we carried out live In￿epth Interviews. Empow•ring p&r*nt$ ¢or•r¥ Wè broLJghl IDgèthèr 187 people in 24 Parént and Carèr P8nÉl mÉÉiings 8cross Ihè district whosè VDltès shapèd loeal f8mi y services and support. ThiB project ended on 31 March. Championing women who had recently given birth We heard from 98 people. mostly'Nho h8d re"ently giv¢n birth. with ¢Dncems ¥boul their 6-week po$lnaial ¢n¢¢ks GPS have been aske(J lo look al ways to make sure everyone can gel a proper physical check inprove how, they link *opl8 10 other helpful services. Gamo changing acc0s6 for birth partners on matornity Feedback was gathered from almost 1,000 peoplè online and followèd up with 17 In-person conversations on Gale 18, the M8lernily Ward. Birth paringrs nov< gel lo slay ovèmighl. Improvlng end of Ilfe care We helped bring local l'oices lo an event which launched the Wesl Yorkshire Integrated Care Board End ol Life Care Health Ntreds Assessmtrnl. whitrh was heavily inll(Jen¢ed by our He8llhwat-h End ol Lile report. lrnforming key r•9ional dècision mak&rs We worked closely wilh local commissioning organi53tion West Yorkshire Inlegrated Gare Board to rnake sure y.?ur voice way eard In strategic and operational rneelings Including the Integrated Care Parlner5hip Board. the Power ol Cowtnunities Board and the System Oversight and Scrutiny Group HEALTHWATCH WAKEFIELD TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 Our prlorltles for 2025-2026 Over the ne%t year we will implement and mobilise the Heallhwalch Vvakefield core contra-t, extendirig our established model nd continuin9 to provide a high-quality service for I'esideiils and those who receive care iii the dislricl. Embed Involvement and listening to patient and carer's boices Into emerging neighbourhood he211h teams across the Enggge with the èrnerging Provider Alliance lor Wak21ièkl and lo keep pace wi-.h thè ehan Jing landsc8pe lor hÈallh and social care, always ensuring that patient and -arer experi8nces are a core aspect ol all changes lo Ironiline delivery. Note In July 2025, the Govemfflellt ann?unced that bolh Heallhwalch England and local Heallhwalch would be abolish8d as pam of a wider reorganisation of the NHS, and Ihal respc>nsibility lor patient voice would be shared amongst the Department of Health and Social Care, the Integrated Care Boards, and IDc81 aulhorilies. This came as s major shock lo both TrLJStees and our slaft coming. as il (Jid. only a few days after we had l&ained of our success in re-lendering lor the local Heallhwalch contract with Wakefield Council. Inevitably. this has led to a change in locus and a redLJeed contract, as TrLJStees begin lo plan loieclosure sometime In the 2026127 financial year. Flnanclal re¥l•w Financial position The n81 surplus this year was £27,537 Including nei incom8 of £15,810 on unrèslrict•d lun¢s and a net incom8 of £11,728 on rtsslriclèd luids, Following the above result5. Ihe Tiuslees will continue lo review the allocated expenditure across all contracted activities in the new financial yoar as woll as roviewing Ihj allocation of unrtsstrictcd and roplrictod fLJnds Resen¢s policy We sim lo hold between 2 and 6 months, running costs as re68rve$ Thè Charity's frèè reserves, èxcluding flked assÈls, al Ihe year-end were £193,984. This reprps&nts 3pproximLatgly 5 rnonlhs ol oDnual expenditur9 The Iru$lee$ hav& de$igng19d tho following reserves.. Redundancy costs a5 8130 September 2026 £66,000 Investment In patltrnt voice a¢tivlly to 30 Soplomb¢r 2026 £61,000 Slru¢lur•. goveman¢¢ and management The charity is a company limited by guarantee and was tomied on 8 December 201 S. It is goveme(J by a rnemorandurn and articles of assoCia￿.an. The liability of the n)embers in the event of the Companies being wound up is limited lo a sum not exceeding £1. Th8 trust885, who are a150 th8 directors lor the purpose of compan> law, and who served during the period and up to the date of signature ol the financial 5t8ternen15 were.. Andrew Kent lelvyn Ingleson Rogar Grasby Rachel Hanna Richard Harwood James Keighley Berni O'Brien lary R¢xhe lain Wilkinson Axsa Nazar Lee Adams (Appointed 1 April 20241 (Appointed 1 April 20241 (Appointed 1 April 2024 and resigned 29 October 20241 (Appointed 1 April 20241 (Appointed 1 April 20241 (Appointed 1 April 20241 (Resigned 1 April 20241 (Resigned 1 April 20241 HEALTHWATCH WAKEFIELD TRUSTEES. REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 R8cruitm8nl and appoin1ffl8nt of trtlSt88S The Irusl&&s ol tha Charity 8r& also the Directors lor the purpoyé of Company law and arè appoinied andlor removed by iha members a18ach Annual G8n8ral M88ting, as par out Artid&s OfA￿￿cla￿0n. The company's cuffent policy concerning the payment ol trade cr¢ditors is lo follow the CBI'S Prompt Payers Code Icopi8S r8 available Irotn th8 CBI, Centr8 Point, 103 N8w Oxford Str8el, London WC1A 1 DUI. Th8 cornpany's curr8nt polScy conc8rning the paym8nt of trad8 cr8dilors Is lo.. S81118 the term5 01 payrn8nl with suppliers when 3gr8eing lh8 terrns ol each transaction,. ensure that suppliers are rnade aware of Ihe term5 of payrnent by inclusion of the relevant lerms in contracts., and pay in accorda￿ with th8 company's contraclu8J and olher18gal obligalions. Th8 trustees, r8POrt was approved by the Board ol Trustees. fvlary Ro¢hè Trustee lain Wllklnson Trustee 30 SeplemL*i 2025 HEALTHWATCH WAKEFIELD INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF HEALTHWATCH WAKEFIELD I report lo the tru5lee5 on rny 8xaminalion of lh8 financial stalem8nt5 01 Heatthwatch Wakefield Ith8 charity) for the period ended 31 March 2025. Ro$pon$lbllltl&$ and b¥sl$ of roport As Ihe trustoes ol tho charity land also its directors for the purposes ol company lawl, you ar• responsible for tho preparallon ol the financial statements in accordanc8 with the r8quirom8nt5 01 the Companies Act 2006. Having $8li$fied myself that the finan¢ial statements ol the charity are not required to be audited undèr Part 16 of the Companies Act 2006 and arè eligible for independent èxamination, I rèport in resp6cl of My exarrination of the charty's financial slalemenls carried out under section 145 of the Charities Act 2011. In carrying out my exarllination I ha08 lollow8d the Direclions given by the Charity Comrnission under section 14515llbl of the Charities Act 2011. Ind•p•nd•nt •xamln•rf8 stat•m•nt Since the charity'5 gross incorne exceeded £250,000, the indcpondenl examiner musl be g member of a body listed in sèclion 145 01 thè Charitias Act 2011. 1 confirm thal l am qualiligd to undartakè Ihs èxamination bg¢auso l am a mgrnbgr ol the Institut8 ol Chart8red Accounlanls in England and Wale5, which 15 on8 ol th8 listed boli85. I have completed my exarninalion. I confirm that no matt2rs have come to my atten￿'on in connection with the examination 9iving me cause lo believe that in any m81erial resp¢¢l'. aecountlng r8cords w8r8 not kèpl In respect ol th8 charlty as r•qulrad by s8ctlon 386 01 th8 Companl8s Act 2006. the flnanclal slalemenls do not accord with those records., or the financial slaternents do not COTnply with Ihe aC￿v￿lIng requiremet)ts ol section 396 of the Companies Act 2006 other than any requirement thet the ttnancial statements give a true and fair view, which Is not a matter considered 95 Part of an indeptrndenl examination., or the financial statements have not been prepared in accordance with Ihe methods and principles of the Statement ol Recommended Pra¢lice for 8¢counling and repDrtin9 by charibes applicable lo chgrilies preparing their lin8n¢ial statements in 3ccDrdance with Ihe Financial Reporting $18ndard 8ppli¢abl8 in th8 UK and Rapu>lic ol Ireland IFRS 1021. I have no concgrns and h8ve across no other tnalter8 in wilh the examination to which allenlion should be érawn in this report in order lo enEble a proper understanding of the financial slatements ID be reached. V J Atklnson BK Plu5 Lirniled 52 St Johns Lane alif¢x Wesl Yorkshlre HX1 2BW 19 Dtscember 2025 HEALTHWATCH WAKEFIELD STATEMENT OF FINANCIAL ACTtVlTIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE PERIOD ENDED 31 MARCH 2025 Unr•stri¢tsd Restri¢t•d funds funds 2025 2025 Total Unro8tri¢tsd Re8tri¢l*d fund8 funds 2024 2024 Total 2025 2024 Notes Incom• from= Income from charilable 68.616 2.779 422,187 490.803 2,779 288,584 244 195,062 483,646 244 Inveslments Total income 71.395 422,187 493,582 288,828 19S,062 483,890 Expèndlture on: Charitable aclivrties 56,473 409,571 466,044 265,735 194,709 480,444 Total oxponditur• 56.473 409,571 466,Oa4 265,735 194,709 460,444 Nèt Incom• 14,922 12,616 27,538 23,093 353 23.446 Transl8rs b8fv488n lunds 920 19201 N•1 mov•mant In fund$ 15.842 11,696 27,538 23,093 353 23,446 R•eonclllatlon of funds.. Fund balanLes al 1 April 2024 178,174 28,990 207,164 155,081 28,637 183.718 Fund balanc•s at 31 Mar¢h 2025 194,016 40,686 234,702 178,174 28,990 207,164 The slalernenl of financiol activities inoludes all gains and losses reco9nised in the peritxl. All income ond expenditure deriie from continuing aclivilies. HEALTHWATCH WAKEFIELD BALANCE SHEET AS A T 31 AIARCH 2025 2025 2024 Not9¥ FlxÈd 8gse18 Tangib18 asse18 11 1,266 Currènt a88•t8 Debtors Cash at bank and In hand 12 18.536 277,822 28,207 300.444 296,358 388.651 Cr•dilor8= amount$ f811ing du• within on• y•ar 13 161,6561 1182,7531 N•t curmnl a860ts 234,702 205,898 Total as8•ts1•88 currnnl Ilabllltl•s 234,702 207.164 Thg funds of th• ¢hgrlly Rcstriclod incomo funds Unresiricled funds 16 17 40,686 194,016 28.990 178,174 234,702 207,164 The company is entitled lo the exemption from the audit requirement contained in section 477 of the Companies A¢1 2006, lor tha peiiod ended 31 March 2025, The directors acknowledge their responsibilities lor complying with tre requirements of the Companies Act 2006 with respect lo accounts'ng rectsrds 8nd the preparation ol linonaal statements. Th8 membors have nol required the cornpany lo obtain an audit of rts financial slalements for the penod in question in ae¢ordan¢e with section 476. Thesg financial slalements havtr L*en propargd in ac¢ordancg with the provisiuns applicable lo companies subjo¢1 to th¢ small companies regi￿￿. The finan¢181 $181ements were approvÉd by the truste&s on 30 Septomber 2025 lain Wilkinson Trustèè Company registration number 099D7848 (England and Wales) HEALTHWATCH WAKEFIELD NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 31 MARCH 2025 Ac¢ountSng pollcle8 Ch8rity infowmation Heallhwalch Wakefield Is a privat8 company limll8d by guarantee Incorporat•d in England and Wales. Tho register•d office is H8allhwalch Wakefield. Th& Pkx. Margargt Stréal, Wakefield, W Yorkshlr8 WF1 2DQ, Unit8d Kingdom. 1.1 Bas1$ ol pr•parallon The financial slalements have been prepared in accordance ivith the tharity'5 governing docurnent, the Companie5 Act 2006, FRS 102'The Finanaal Reporting Standard applicable in the UK and Republic of Ireland. and the Charities SORP 'Accounling and R8Forting LTry Charilies.. Slal8ment ol ReconifftenLled Praciice applicable to chanlies preparing Ihalr accounts in accordance wilh the Flnancial Reporting Standard applicabl6 in the UK and Republlc ol Ireland IFRS 1021 The charlly 18 8 Publlc Ben8fi1 Entity as defined by FRS 102. The charfty has taken advantage of lh8 provisions in the SORP for charllie$ not lo prepare a slalernenl ol cash flows. th8s8 Ilnanclal stat8m8nts ¥8 round8d to thè n8ar8St £. Th? lin8n¢io1 Stolements ho'le been prepared under the hisloncal cost ¢onvents'on. The prin¢ipo1 ac¢ounling policies adoplgd are sel oul below, 1.2 Golng ¢on¢gm Al the lirne of approving the financial slalernenls, the Iru51ee5 have a re850nab1e expectation that the charity has ad8qual8 r8sourc8s to continu8 in operational 8xist8nc8 lor th8 foresè8abl8 futur•. Thus th8 trustèès conlinu8 to adopt tha going concèm basls ol accountlng in preparing thè financL41 stalemants. 1.3 Ch8rlt8blo fund$ Unre51ricled funds are available for use at the discrellon ol the Iruslees In further8nce of their charllable objeGllves. Restricted lund¥ are gubj8et 10 specrfie conditions by donors or 9rsnlors ag to how they May be used. The purptrs8S and uses ol the restricted funds are sel out in the notes to the linanaal staternents. 1.4 Incorno Income is recognised when the charity is legally enlilled lo il after any performan¢e conditions have been mel. the amounts ean b• i)easurèd 14liably. and il is probsblo that incom• will b• r&cèiv•d. Cash donations are recognised on receipt. Other donation5 are recognispd once the Gharity has been nolified of the donation, unless perforrnance conditions requi￿ deferral of the amount. Income tax recoverable in relation to donations r8cei¥8d und8r Gift Aid or d88ds of cov8nant is rgcognis8d at th8 lime of th8 donation. Legacies aro rocognised on receipt or otherwise rf the chaiity has been nolified of an impending disliibution. the amount is known, and rec8ipt is expecl&d.11 the amount is n(I known, Ihtt legacy is treattrd as a contingent asstrl. 1.5 Expenditure Expendiluie IS wognised once there is a legal orconstruclive obligation lo Iransl81 economic bgnelrt to a third party. it is probable that a trdnsfer ol economic beneliis will be required in setdemenl, and the arnount of the obligation can be measured reliably. 10- HEALTHWATCH WAKEFIELD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 A¢¢ounting policies Icontinutdl 1.6 Tangible fixéd assets Tangihle fixed assets are initially measured at cost end subsequenlly measured al cost or valuation, net ol depreciation and any impairm8nl10ssos. Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over Iheir useful livas on Iho following ba66S'. Fixtures and )Iltings 25 /0 on cost Th8 gain or loss arislng on th• disposal of an ass8t Is determingd as Ihe diff&renc8 b•lwe8n th8 salè proc88ds and the C8rrying value of thg oaaet, and ia reGo9n139d In the 3tutv￿e￿l ol IlnanGial uLtlviliv8. 1.7 Impalrmènt of flx•d assèts Al each reporting end date, the charlty revlews the c8rrying amounts of Its langible assets lo determlne whether there 15 any indication that those assets have suffered an irnpairmenl loss. 11 any such indication exists. the recoverable amount or tho asse¢ is esfjrnated in ord?r to delormlno the exlent of tho Impalrmgnt los$ lif any!. 1.8 C88h and ¢ash •quival•nt$ Cash and cash equivalents Includ8 cash in hand, deposlts h•l¢J al call wth banks, olh•r 8hort-18rm liquid inv•stm8nts wilh nrioinHI matijritifts nl Ihr*A mnnth% nr l*s%. And hAnk nvpsrdrAftA 8Ank nv?rdrAII8 HfA Shnwn wthin knrrowinos curronl Ilab11￿l8s. 1.9 Flnanelal Instrum•nts Tho charity has &18cl8d to apply the provisions ol S&clion 11 '88si¢ Financial In81iumenls' 8nd Seelion 12'0ther Financial InslnJrnenls Issues, of FRS 102 to all ol rts financial instruments. Financial instruments are recognised in the Charity's balance sheet when the charity be¢ornes party lo the conlradual provisions ol tlie instrument. Financial 88sels and liabilities are offsel, with th8 nel atnounls pregenled in the financial Ylaternenls. when Ihgie ig a legally enforceable right to set off the recognised amounts and there is an intention lo sÈitle on a net basis or to realise Ihe asset and seiiie the liabliiy simultaneously. Ba$ic financial a$set$ Basic fi'nancial assets, which include debtors and cash and bank balances, are initially measured at transaction prfc Induding transaction oost£ Ind aro subsaquontly ¢arriod at 8mortise(J cost using th& affectivo Int6r&el molhod unlès£ tho arrangemanl conslitultrs a financing transaction, where th8 Iransaction is measured al Ihtr present valu• of th8 fLJture recèipts dig5 12,797 346,284 321,315 There were no e￿ployeeS whose annual rernuneraiitsn was more than £60.000. 15- HEALTHWATCH WAKEFIELD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 Employ•¢$ Icontinutdl R•munérJJtion of koy rn•nagem#nt pernonnal The key management personnel of the charity include the trustees and thief officer. The total benefits received by the chief officer We￿ £48,24712024.'£46,7211 and by Me interim senior respDnsible officer were £16,02212024.. £8,000) 10 Taxatlon Thè charity 1$ exempt from taxation on its aetivilie8 becausè 811 its incornè is applied lor ¢harilablè purposes. 11 Tangible fixed as80ts Flxtur•s 4nd ffltlng¥ Cost Al 1 April 2024 13.750 At 31 March 2025 13.750 Depreciation and impairment At 1 Ppril 2024 DeP￿CIation charged in the period 12,484 At 31 Mar¢h 2025 13,750 Carrylng amount Al 31 March 2024 12 0•btors 2025 2024 Amounts falllng du• wlthln on• y•ar'. Trade debtors Prepayments and accrued ineome 5,676 12.860 15,599 12,608 18,536 28.207 16- HEALTHWATCH WAKEFIELD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 13 Credllors.. amounts falllng due wlthSn one year 2025 2024 Notè3 Other taxation 8nd social 8ecurily Deleried income Trade creditors Other crodilors Accrua18 23,542 17,362 7,747 100 12,845 33.78Q 105,846 20,￿2 101 14 22, 61,656 182,753 14 Dèf8rr&d Ineom• 2025 2024 Other deferre¢J Income 17.362 105,848 Deferred income is includèd in the financial slalements 86 folbws.. 2025 2024 Del8ri8d Incorna Is includ8d within.. Current liabl1￿'eS 17,362 105.846 Movements in the period.. Dèlsriad incoma al 1 April 2024 ReléJasé)d from previous periods Resource5 deferred ir) the p8riocl 105.846 188,4841 105,848 Deleried income a131 Marth 2025 17.362 105,846 15 R•llr•m•nt b•n•flt $¢h•m•$ 21125 2024 Defined contribution schemes Charge lo profil or loss in Tegpect of defined contribution schemes 12,139 12,797 The charity operates a defired contribution pensian scherne for all qualifying emploiiees, The as5e15 of the scherne are eld separately Irom those of the charity in an independently administered fund. 17- HEALTHWATCH WAKEFIELD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 16 R•strlcted funds The restrieted funds of the therity eornprise the unexpended bal8nces ol donotion$ and 9r8nts held on trust Subjeet to specific conditions by donori as to how Ihey rnay be used. At 1 April 2024 Incoming rosourcog R•8our¢os •xpènded Transfèrn At 31 March 2025 Wakefield Mètropolitan District Council Traurna Informèd Personality Heallhwalch England NHS Cancer Allianee Adult Social Care IASCI Wakefleld ICCGI IPS Engagm8nl MH Allianc• Wakefield ICCGIMat•mity Voie•s Partn8rshlps Hospltal Discharge WYHCP Parent C8rer Pane18 Sl George's Live Proj9¢1 Hope 246,917 1234,1891 12.728 12 455 12.220 6,174 14551 12,220 6,263 32,000 131,9111 251 54.000 153,9311 13201 4,988 3.068 1,743 69 20,000 120,3341 3.068 1,743 49,435 5,835 14,000 149,5001 15.8031 113,9031 141 1321 1971 28.990 422,187 1409,5711 19201 40.686 Prnvlous perlod: At 1 Aprll 2023 Incomlng re¥our¢e¥ R•sourc•s expended Transfers At 31 March 2024 Trauma Informèd Pèrsono11ty Heallhw8lch England NHS Cancer Alliance Adult Social Care IASCI Wakefield ICCGI IPS Eng8gmenl MH Alliancg Wakp.lield ICCGIMatemily Voices Parlnprships Hospital Discharg8 WYHCP 1,000 4,047 26,000 32,000 lJ881 14,7921 125,9581 131,9381 12 455 12,220 6.174 1.2QO 12,178 6,112 S4,(>00 153,7491 251 4,915 2,754 1.438 22,000 6.150 5,000 44.865 121,9171 15,8761 14,8951 144,7961 4.998 3.068 1,743 69 Parent C8rer Panels 28,627 195.062 1194,7091 28.990 18- HEALTHWATCH WAKEFIELD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 16 R•$tri¢t&d funds Icontinutdl Wakefield Metropolit8n 018trict Coun¢il- Core He8lthw8t¢h 8nd NHS Compl8inl$ Aévoc8¢y ¢ontr8¢ts Trautna Inlortned Peisonalily- lunding lo loin the Corntnunity Mental Health Panel to lead on a designated projacl agreed with the Mental Health Alliance Heallhwalch England- D8velopment ol a new Network Model for Heallhwatch organlsalions NHS Cancer Alliance - Partnership bid wilh other local Healtlmatch organisations to fund a Communily Panel C.n-nrrtinsJtnr Adult Social Care IASCI. To provide support lo improve Wakefield councS1's engagement wlth Adult Social Care service usefs Wakefield ICCG'IPS Engagement ". MH Alliance- to providè 8 panel briroing togèther people vjlth lived exptsrience and prole58ionals from mental health s8rviee provider8 Wakefield ICCGI Maiernity Voices Patlnership- To provid8 a panel bringing togelher people ¥Mth lived experienc& and professionals from matemily and neonatal service providers Hospital Discharge - Evaluating people5, experi8nce of th8 Hosprtal Discharg8 proc&s$ on behalf ol Wakefield Counei WYHCP- Funding lor various ad hoc engagemeni projects for the W8sl Yorkshire Integrated care board and H8allh & Care P8rinership, In collaboration wiih olher10¢81 Healthwat¢h organisalions Parent Carer Panels- to provide a panel bringing 10gether parents and carers across the district lo discuss and inform Famlly hub and widèr actlvlty Sl George's Live- lunded by Sl George's Community Centre Lupsttt, ev8lu8llon ol impa¢l of Ihe work c8nled out 8S part of Sl George's Live Project Hope - funded by the ICB to host a young car8 lèaver In a work opportunity 17 Unr•strfct•d fuTrds The unreslricled funds of the charity comprise the unexpended balance5 01 donations and grants which are not subj￿1 lo spécific condrtions by donors and grantors as to how théy may bè us•d. Th858 i￿ud• d85ignat8d funds whSch have b••n $•¢ aside out ol unr•strlcl8d funds by th• tru$t••s for swcllic purpos•s. At 1 April 2024 Incorning r•soiirce8 Resources expèndod TrJnsfor8 At 31 March 2025 Gen¢r?I funds 178,174 71.395 156.4731 920 194,016 Pr•vlou$ perlod.. At l Aprll 2023 In¢omlng resources R¢sour¢o$ expènded Tran$f•rs At 31 March 2024 General funds 155.081 288,828 1265,7351 178,174 19- HEALTHWATCH WAKEFIELD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE PERIOD ENDED 31 MARCH 2025 18 Analysls of net assets between fund Unrostricted lund8 2025 R•$trictsd funds 2025 Totthl 202S At 31 March 2025- Currenl assetsJlliai)ilili251 193,984 40.718 234,702 193.984 40.718 234,702 Perbal&n¢e $h••t B*l•n¢e 10 411o¢•te 194,016 32 40,686 1321 234,702 Unr•stri¢tod lunds 2024 R•$tri¢t$d fund8 2024 Total 2024 At 31 March 2024: Tangiblo assets Current 8SSOtsllliabililig$1 1,266 176,908 1.268 205,898 28.990 178,174 28,990 207,164 19 Op•ritlng l•Js• comrnltm•nt• Lessee Al the reportlng end dale thè charity h*1 outstanding commltm8nts for lulur8 mlnlmum18as8 payments und8r non-cancellable tsperaling leases, which fall due as follows.. 2025 2024 Within one year 24.948 33.978 20 Relatsd party transactions There were no di8closable related party transactic￿S during the period12024 - nonel. -20- This document was delivered using electronic communications and authenticated in accordance with the registrar's rules relating to electronic fonn, authentication and manner of delivery under section 1072 of the Companies Act 2006.