Chwlty registratlon numb•r 1171559 Comp•ny registratlon 10143162 {England and W4101) INCLUSION GLOUCESTERSHIRE ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024
INCLUSION GLOUCESTERSHIRE LEGAL AND ADMINISTRATIVE INFORIIATION Trus1• R AnKx A Cottara P Culkn K Ellbtt S Gldd R Govan J L Hlnths R J Lewis P S Yeatman 8•nlor m•n•g•m•nt Chrlty numbor 1171559 C•xnp•ny rnwnb•r 10143182 R•gl•tsr•d offlc• Bnknn Glwcestersh GL1 1DG Audltor BK Plu8 Aud knmited 6 M•nor Park Bu4neso C•rth Ch•Nenharn GknJcestershlr• GL619TX
INCLUSION GLOUCESTERSHIRE coKrEMrs 1-12 Ind•p8ndent •udltorf8 Tewt 13-16 17 Sts1•ml 01•hI1 18 Notès to h fmandal 8tatfrnts 19-28
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2024 The Truste06 pronI thelr fngndd statem forthe yew •nd•d 31 March 2024. Thg fingnd818ts18menls have teen prep•red In &cc4xdance wilh tho acixxmting pcac488 set OLrt In note 1 to the finan slal•rrwnts and compty wlth the tanlabfe c£¥np8nVs tgovemkng downenlj. the Comp•nie$ Act 2CI)6 and 'A¢xounllng Jnd Reportlng by Charilies.. St#lement of Recommondad Practice appcable to tharflle$ Neparing their 8¢counts In &ccwdarKe with the Ftnandal Reporti Stsndwd OPFdKablp tr) th6 UK and RepuWi¢ of Ireland (FRS 102). 1efftrclr 1 January 20191. Th• ffin•ncial statemert8 ho bew wwred in acrd9n¢¥ thfr 19 poU¢kns set out In Indusk)n Gloucestershlrn'8 Intemal Finand•l Contr( #nd FinarKad PrOC•dw thJa¥nenL Obl•ctlvM •nd act5vlll•• Indusion Gloutssl•rshlre l• a user-lad Dlsabled Peot4e's Organisation IDPO) regL8tered ¢hBrity, based In Gloucesternhir•. M wa8 fowthd In 2016 lo together th6 adr4rts of existin9 tharttat4e organi6alloM.' Gh)uc•stw8hh Voke8 and PhyBlcal Irthjuthn N8tY)th GI8h• (PING). The chArity exlsts lo K0t• social for fa th'sth#ng boryiern to inyov• th• health. weUbehN and 8af•guaTding of dmbjed peoplè. Our is to 5P a(levè wi•ty thot valugN, rn$pwts and Ince8 pewe who fvc• dibn¥ bathern, every d•y and In way. Tho uMkn•t• goels of tho thqrity. afy othnod In tho Theory of Cn9•. w• tha( al a rnwlt ofth• ad1v•S pwl• fadng dl¥Bblhg barrfern •8n¢•.. A b•tteT qualty of Ile B•ing h•ord, respected and Mor• cholc•, ond in11u•. In ord•r lo •¢hI• Its and obiadbve& In$10Th GItyJc081erthr• works to • Th• Year Strat•9y. UndeInn by annual Buth•M Plans 4nd •upported ty Prr4ocl Pl for •a¢ 4peufi¢ •rna SUC88 In 9th¥9 delt¥•rbltr8 li mea8urnd ltw. Six we•kty Int•m¥l rrK>nltoring Thellws.. 8lwmonthty rswl8 to the Board of TTuslees: An annual report. H¢Jw w• d•llv•r pubwc b•n•llt pro¥Sdts seThlces pthaty. but not duSy. to thou kn, tn, (x vknmlnll tho county. Our 8ctfvMI•8 indude.. - 8upporfng and f•cilh8Yng pew.l•d sod81 n¢tror6,' - woviding inlormation and thice 8bout d1s3bilrty-reed issuo8.' - •mp¢)w•rtng and supp)rting people who f•c• lbn barriers to 8F&k up fvr thems&1 and ho their VDlcei heard on l$$uos that ar¢ importanl to them.. - feulitatwig d•t•d peoF4e to use their 8trthigth8 WKI a•ts to kn an life in th? commwlty and to be fulfy induded in that ¢ommunrty- - e81at41shlng and supportiftg n¢fvth8 ond ra¥ffil•J auisl access hMAh ¢we. ¢1&1 Ixre. employm•nt. transport, housing ond so¢01 ¢¥portUnn8. . I)rking together wh 10¢81 oryni5athNw and In th• cwnIY to p[rth equ•lty and to lean18• th• volue of dlverBhy'. . provpjing training and checlng of provision to suppcvi aod8ty to dISan9 barflwj. 1$ undertsk by a staff team of 61. and over the year was also d¥01 by 27 volunt. Vokmteern contrfbutod to running of Hubs and sodal a¢ltth, wo¥i5ion of pe•r rrentoring. dng of 1he MHELO peer- 6UPPOrt nefvrt support with rnarkTrg. day-trAay office support, reseaT¢h. pf8nning and bulldrng maintence.
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED FOR THE YEAR ENDED 31 AIARCH 2024 Achl•v•m•nts and p•rfornMnc• Work un(l•rtaken during th• ye•r Induslon GIouc5le[re d•ts¥ered lo key iYqe¢4 8lrnnth in 2023r24. - focused on develophw 8nd 8lwyKasir¥J the sk18 of ¢sgbled pewe through drama. shatho Informati in atte$6th issufrb886d fil, avKI deltriering ko trairn9. As of 31M Marth 2024, thls area of work gmployed 26 part timo stsff. or 5.1 aquivalenl slaff. - The Dr8m8tlc Change Drama Group is fund•d by ar)d runs h)dusr4e drama 808$n$ for rywmbers fa¢kng disabllng barrfers. The group Io¢u388d GlouceBtsr and Stroud th18 y•ar. Voilh woekty 8euloM froMAp1 to Januw and f£thhty kn February arKI MardL - W8 ert¥le i4•ue bas•d short film• featuiing thsat4ed aLNs. They •re an angagiry, acc•sslbkn 8nd Interésting way to doll¥er lrnportonl me888ps. TP¥8 year rnleased 13 films., 12 wen ahort fllms about hate ¢rfme and inddents, and ona wa8 Highs and Lows.. Relgtionship Slorn8 drftwerrt people'8 8torl&B as th•y nayigat the INghs arml kx48 of lriend8hip$ 8nd other rdatkJn8hips) - Th• GlouceBlor dr4ma group copYoducd a Ilv• p•rform•nc• abtyjt hidden dlsablltty 4nd the c081 of fvlng crf81J, whkh wa8 perfomi¢d in St M•ry de Crypt in May 2023. Durwbg June and y, mmbèr¥ were 0180 invi>fvgd In pulommng in Ihe HI Streat Fas¥ (ln col#bcKation with knhw). 8 perforwnco kn Klngl Squar• in GltyJce8ter (kn cdlaboTatlon with Strike 8 Llghl). Nnrino Worksho ot Tho Big Dgy 2023, and ¢oprodudng a ctlobrnlion ev•nt10 8howcwi and rell•(l on the wtyk ofthe Bwr Drnaml. B•tt•r Lfrrn. BrW•r FLrtur•J pr. - W• contInLd lo ddlver ¢fydesign•d training lor the Oll¥•r McGowan M•nd•tory Trnlnlng in L••mlng Dl••bJlltl•• and Auuwn, in partnershh) wilh Gkiucestershirn H&4th and C•re NHS FOlallOn Tru¥l (the load partn•ry. We dfjllvered Tier f online train9 Ti•r 2 fac lo lace t18n9 lo he•hh and $oual ¢ore work•rn In GIouc48torshir•. and rong11 oul Trakn Tralnèr cour8e8 to te•th othwB to ddiver OIW M¢Gowan Irahlw. - #180 d•lfv•r (ther tr•lnlng pock•y¥ to help ofg4nl8atM)ns rtrm0 dts•tslrwJ b•rrl•rn. Thw rK4udad trainkng on health 8wat•n•M. Easy R•8d, safoguardlng aTrJ lor •rbJ 8od•l Te Btud•nl•. . Through1 the year w• had a number ol oxnmt&8ion8 to Ea•y ft••d Infomwllon and %% •xparKled th• number of org•ni8alk)ns with In Ihlj •rna. - WO •nyagiThJ dlredty 7Arylh p8ople facing dl¥8blhy b•rrfw5 thnjugh our oxlstlng HubB. MHELO. Community Mw)t81 Heallh TransformalK)n (CMHD projec( siwted ¥cnteering and thocacy. A8 of 31•1 M¥rth 2024, th18 area ofwork enwoyed 34 p•rt Ilm8 8t•ff. or 8.3 lne equv•knt ff. - Our Inclu•lon Hub• in Gloucester. Coleford and Cheltenh•m, and ow women's only Hub dvQd from the Frfendship Café. welcome anyone with 8 di$Ity or m•ntaf di hoahh and provk1? a safe $p•¢e in whith to ¢hllse, tako p)rt In Tharanglul advftl•8, cumiunity. c4mplete a1 lots morel - MHELO Is A p•¢r.led $upptsrt netwotk tr pecW• cuNtnt or past riwital IAllh Chenge9. Kbrk thi8 y¢ar Induded updating ¥rKI diatrilxrtlFwJ a s•1pTe tocth(t lo Bupport Irthiduab to man89• Ihetr m8nlal healih, 8n rang• ol engagement actlv6tle8 around issues that the woup h•d identifi•d BB prlL)rllle5 to thum; Specffically eng•g¢ment wilh unpald Car and 8eM m8nwent of ment81 Telt•ing. al80 crOdUCed Jnd Shared 8 regular nsw81etter 8nd morthty upda1• 19. and Mentsl Heallh and IAWlbeing SlaktholdeT Evonl In January. . Our d8di¢ated Volunieer Coordlnator wovtdey •upport to vdunl••rn to dlOP tho 8kJlls. ublr¥e their •xpeiients¥ and boosl our work In rolss 89 thè organi68tion. - Th18 was th? Ihird year ol the thTg9 yw Communlty IA•ntsl Hmllh Trnn¥forni•tTron pw, In whlth we are $upptrting eoprodtsction of Ihe transfomwtion of wrnmunity Mal health services in Glou(st•rshire. this yeai induded engagement %*th margin#lried groups, engagoment at Stakeholder evants fivè districts Involvement and support of the Peopte's Representation AcfKffl Bowd, and f88dba¢k on engagennI to
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 - In lh& wlh our alm to do more work around neurvdlv•rg•nc•. we launched Life In th• Mlnd in 2023, a podcaat and mullimedia projec4 that shares the Iwed experknKes ol neurodr¥8rg•nt peot46. Wo akn delNered the firnt ygur ol a new plot. in p4rtrxTrhip with the ag Zao wqecl. (xyoducing and deltrrferfng pe•r mentoring to lats idanllllad nourodivergent aduM8. - also gr•w i)ur ad¥t)MCy 8enfj. yovidir#J a range of nortr4tsl0ry IndudirvJ group &d¥ocaGy through Speak Up group6, 1-1 lThJNidu81 thoc•Gy aNI supportry people with seif.advocaw. continue to recxult, IT8ln aThJ Support vduntser Peer Mentors to wovldo strudured swLwt lo indmduals. Thet• are the mo81 corrmon themos for tho(¥cy in this Yr. F•mily D61fi441 Increaslng Activities F••d ••nk Mental Health PIP Sup M••rfng• Car• ual - a868ssln9 tho 8ervke r•a4ived by peop kn rewdenllal home6. Slworted Imrg seltings, Assè$¥ment And Treatm•nt Unlts, day ¢entre8 or in thelr o¥m throth domK8ry ¢8re. As o1314t March 2024. orea ol work •mplDyed 23 part m •taff, or 4.3 ful wuNakint st•ff. . In 2023124 Inrauslon G1cester$hir• ¢orried 135 of QU{ty Ch•ck8nolLV-up vi•lis m stNs lor peopl• wlth physlcal dlsabdftles. l•amiw di58blth$, •uti8m •ndlor mental iu heahh. Ow ¢+ec8 •r• •ll pw•oTr ntred. and •s wlth all of our Pfoiocis ar• by sonmbody wjth l¥od expwienc¢ ol disabilty. . Qualty Checks am suppxied ty a fratr01k ol qu1 1olloTed to tho type of setln9 and dlsabffty group. Followlng och the&. g re is wriiten wxf 8hw•d with tho Pm¥thr, vlth qn Aclh)n Pn th 4petsfic areas for Improv?menls. . Quallty c corrfftl$oned by G1tyJ¢esh1rn CtyJnty Cound, w• (knety wlh Ih•ir Qu•lMy Tearn lo ensure that people arn roc•r¥ing the bt P086ible cwe arJ suppc . ThF3 year w• o1$0 und•rtook direclty comrTh6sioned A¢¢•M Audlts. •eoing and ¥61n9 M thtr acrwlbwty of 8llor attraLlon$, retail. hospitalty and OLrtdDor 4pac•s.
INCLUSION GLOUCESTERSHIRE
TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 AIARCH 2024
eareh Strat• nd Partntrshl
- work to Ine that the voice ol P8OF fa¢Jng di8ablvJg barri•r4 18 heard
and activety inlluencing change. As of 31 March 2024. tP#s area ol work enwloygd nine p8rt time $l•ff, Or 1.3 lull
time eoulvalent swr.
. We designed and deknr•d a wkShop partner Or9rs8nS to •h4rn Ilndlng• fri¥n our T80rd7 and explorè
hrm they could ino)rporate these into thew Io Tem¢M dfsabliwJ 8eT8.
. Thè deliv•ry ol a Yts•rch prott vlto ts rntsearth wkiiilies and baThiers th•t fflinoritizul communorles I.
further pro{ ev4uallng barri for youThJ peoph in xc•sstr¥J 8 8¢Trke.
. ned and SUPFKXted the runniw of• R•M•rch Eng•gem•rt NeI¥ffj, Sh•rfng th• Pty•T.
lth•ndW
Ibgln
- wc¥k to addr958 health inequalli•s and enCrge prevention and ••ity support. o1311t
Marth 2024, thi8 a6 ofK)rk emF4oyl 21 port Ilme Staff. or 3.4 fi1 thne equfr4alenl stsff.
. Thkl yew. ntinUed work on the LeD&9 ILeamky from LP¥8 •nd Daoths Reviv44) Qualty Ai$wanc• P•nel.
Experts by Exper18nce arv a key p•rt of the monthty muttklisciplTrry Pan81. rtvivwlrvj 8nd scru¢inl$ing tach
rrKnth to en8urn that th• voice of people wth • leamhg ¢thsabi&ly ¥ndlor auli$m h c11 to tho proce88. Ow wort(
hdude8 lh• ¢r•akn gnd sharing ofmonthty r#8tettern of key them•s eaptured throuth th• panels.
. Th18 year we cA)ntlnuod our Y¢)ur IW¢• prolod for NHS ErrMI to ervJffje with a thrl¥kng network of 4
4dvoc4cy organl8atlonB •NI 8fjK-4dvocate8 4rflh fved 8xpwkn ol leamjnq diBabhlty or qutism arm88 the Soulh
t. The group hgve monthty ar (¥Jllg18 kvrf therr*8 that are fed back lo NHS England to In11uen¢•
alth comm188ionlng.
- 1•od on eoTr•ultlno wlth p•
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Feedbac on our traKiirwJ: Yhankyou kn and cgratulaA>S I tw it sess. Sal8giJardng Is alw8ys 4 tiKty s¢ and 3 Is a long time. but tlje fad thatit wrtefath mads rf and 8noa£rfng form& Tr wortshw themsefv•$ wern lanl•stsc - fJthted expety by pern(wbkn Ind enga leads, ol whom had lived experience &nd wa$ able lo pmvl& f8edb8c some ol the pathipants imtial attempts 8tE•sy Read docANnentaUon." Foadback on the dram8 9 4groupth•t. fwl>knu b•long ..Inorg If yu90 9•t tO9OtPw A Senso of B•longln9 Collb•rtlo4 Ir•,•l¥•n M• to In riow Bulldlng P•r rfleront rDd. tandtmY roukJni l•ar %CTrP ty. A S•nM •t tX*l d¢)w 411
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) {CONTINUED) FOR THE YEAR ENDED 31 AIARCH 2024 En - We delivered 187 Hub ac15vitkn the yw. siwwting 87 pgoF40 in Quartern 1 •nd 2 •nd 100 peopi• Quartern 3 and 4. . MHELO'S membw¥hlp #wyeal by 7% 64, and nw%a reathvd 12CKI - shared 12 Lrfè Mond p)dc88ts its Unch kn January 2023 and 2024. and kn th•t perknd reve(l 29,0 video revw8 on TTo - We delNered 1 to 1 advacxy kn 8 peopl8 Wefe nety rnfeffed to us continued provtdlnkT advo¢ew lo 12 people who w• had Start 81iJfkn'ng th8 w•viou$ yo•r. . stoff dollver•d 175.5 of 1 to 1 •thw wpp . We d•fived 10 Spe•k Up grosjp adbw 808•kn Feedback from our Hubs.. -1 don'l leel anymorn. I h•v• now frf•Thts andkts ¢y•xcW FMdb•ck on tyjr ad¥o¢w. "Inclu81on Gloucest•rnMrn st•yod rne the thrw.. b8hw W dwi,. thss•d. Trs•ted •nd Iwort my&Y as l am. Alo f&ts• hopes... wg prev8Med.' . qualty assess L•O•R r8¥lM of34 wopW• d•al . dellvered 135 unil8 of Ch•cs o¥w the y•w. . undertook 3 AC1 Audlts ovwtr yew. F••dbad( on our qulllty rks. th8 slaff te8m, ato&ge." . Tr qu ¢heGkthg Is 8n &t to Ihtr lefyTh. Suth a phasw lo hova hw and the •xpert by expohenco al the seth9. 7be Cr19 was 18ir8ndrn&lisliG." - dfvernd R•88arth Champion tralnk¥ to 8 p•th from tho Mu&lm tsxrffixjntty. . fgdlltated ne f¢Thed R•searth EryageMw Network, holdSng 20 rIng3 wth p•tr•rs. . We uB•d our roMwch flMIvvJ8 lo hold a +¥hOP io 8haT• d#la wtlh parlners to support them kn thalr work and funding bld8. Ltst of •blrnfl•ti The followlrKJ abbreviallons h•ve been u*d tn thls report.. CMHT- Communty Mentsl H&41th Tiansfonrth wrfjert DPO- Disablad People'$ Organlsatton GEM- Golng the Extra Milo project ICB- Inlsgrated Care Bo8r LgDeR- Learning from Llvgs Degths ofAullsts'c P¥4e Peopl• wlth Legmirvj DisatrA1eS MHELO- Mental Heafth Experience OppthJniiies (mental 8upF ne1w) SLT- Senior Leadership Team ULO- Lwrlod organis•lion
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) {coKfiNUED) FOR THE YEAR ENDED 31 AIARCH 2024 Flnanclal revl•w IrK>)me for the ytsr was £904,784 WJ totsl expendth was £8W,271 givlng 8 SUu 01 £14,513 In th8 year. Dlrect pay ¢ostS #Lzounlod for Tl% ol the resourrth w)er#iL C11ng resew were £337.507 of7hk: £138.030 5s unreslricted . £154.160 is hÈld as free r8s•rye8 eguating to 3 months rnnnlThJ cost8 . £45.3171s d¢swnated for delayed wtUre. not irKuThd in IhL ffinanud y••r bul expecled In 2024125. R•••rvM polky Th• diro¢tCrf8 have adopted a pcy (44ethe lo hokl free f•B whth Duld Ihe th&rity to mat•rf•l C•)nlnua li8 opWan$ 3 months WKI meet tts Obl3ally to wpplers and wnployees. The pr•vlc4JB yea¢s r8seNe1gvèJ of £164.1 was mdntatrd ttw$ year. whlch is co¥erod in the c408ina fvnd8. Prfnclpl fundlng •ve•• are grat•fvl to the lowothng fun(Ing who wblgd us tts ddfvèr ow 2023W.. - B•mwood Tru•( for a •trategic TtrshIp that •blo ui to do nN)re •round 8tr•teoy and car . Glouc•4tW8NT• cOty Coundl bY Iht Inl•gw•ted C•r• 80ord for1¢ ow QuJlty and MHELO wo . Glouc•8l•rthlr• Cwnty Ththg for fwKlng IrKlu)Th Hu . Glou¢e$ler8hSffj County CcwncH for ftmdlng our ongag•mtsrrt work and o>chairlrrfd >r t Lo•rrdng Dls•bM Partnership 808rd and Phy8i(¥l Dl81ty and Sensory Irrpalrynenl Partn•rshi> Bord . Gbuustershlre County Councal fw fun¢ling cwAullth YtyAh . Heallh Edueallon Englqnd And NHS Er¥knd fundlng ow pwtrwghip lo do8lw delfvor Olrnr M¢Gv+van Mandatory Tralntr . The NathJMI Lotlery for fundlw ourth4ThA. tr4lnww. voluntwing aYKI t0 . The Ntyllond Iriitut• for H•8ifh R••e•rth, for our reo•arch lrto rnsurth for nnDrlled ommunMle8 . T ICB funthng our vmrk around CommEYty Mwtal H•&lh TraMfoTh8tion. R•aÉon•bl• AdJ'ustrriits •nd LeO•R . NHS ErpJlond and lThwovfftnt for fiThllnu fAKYow Voke •d¥ocw èvalualion . GIOL88t$M1? COMMU R•1 PwlneY6Np lot funthng AccwA4xfjtwwk .Th• ICB for fvnding in¥0fverrI In the VCS Strvw Parlnernhp Board. Inve•trn•nt polky In 8ddthon to ts own Teservg3, h(4ds Income paid in a¢JvaN of delTry. AS rè8Om8 ar• requlr¢d In th• short l•nn dl of tho ¢#baiiVs cash bo18nw are hèkl a¥thble for imm8dYate wtthdTaw81. To optimtst knleret IrKom som& of the balarths are d•poted with Sador In¥estmenl lund5 al preferenlial rate8.
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Kay rAk8 are wnwnarwl b•kxv. Flnanel•l A $vJnlfkant rf8k fhki year w¥• a loss ol fLNxling. fac iisks to short temi funthng {contraLas of 1 year or less). infiation Ynd ShnkIng Lccal Aulfvxity budyts. Uwecedenled rates of Infiatn ncl keing m81ched by rises in Contract ¥8¢ and cost of wes8uro8 for stakeholders treated fvrther finar pressure. This yoar we 8180 undertotsk ar offK8 in October 2023, 7thich TesuKed in ¢)ne off odditional costs, but these had been planwl Operntlonal Dellv•ry A further si9nffjcant risk thi• ye•r •roU1 opr&Ial dthry. wlth 11kn1K of tsxtem•l factors (tndudtng oxtrem¥ weath8r. th• olkn mm) 4ffeth.ng abiuty to ddfver lo ctra Algck of ra5our (In par11 8taff, due lo sickness or ¥anCIeS in the team) to d&¥er to (tract was a)th 81gnIfi¢ ri¥k thii year. Infomiatlon Ind d•t4 ••curlty A wlsk Ihal ¢onlinued to in¢ypo5¢ thls ygar was inf0Mtson and dats seamty, In PartT tho rf$k of g )er attar. hack tx loss ol data throu9h hThn errry. The knc¥ea4ng Sop1¥81 of ¢yber 8tt•ckn. CnbIrted with our gr0%4th and eorrespondng Inryegs¢d d8t• handlll)g, rw88hat•d the intro(hKon ol rTxxe dota sthxrity me•sur•i Ilnduding chan9e in phom systtyn end w¥Jor use ol muhifa¢tor authentic•lion) and tr•lnry foi staff. Thls y•ar w¢ had hoped to hwe elllcient databa sy8l•m supportkng fAK d8ta rtI8811S at th& prrNklw erld Thant th81 this was not operath)nal lor the year. Rl•k8 to our p•opl• w•re consdou8 of Ihe rfsk of bjinout due lo ongolng thange ar#J covering v9¢anC8bsèn¢l wilhin ow t•am. We UartOOk a Tthiew of the SLT Strudurn and had a reStrule In the se¢Cd half crf the ye•r, rJ•aWng 4 n8w Oeputy CEO ¥nd reo)nfvJuring exlstirvd Dlrector rolos. SUpwtU thsatrA8d peoplts through Inc¥easlng ¢hallenglng Ilfe dnStan. jght •bout by gr¥th¥ Inequ8lrtie8. •180 ueat•d •dditlonal str088 and traumi for Some ol our t•om. W• introduc•d a nthv EAP {emplty•e a88tstsnce prowamme) year to ty lo mitlgjlt som8 01 Ihe¥o issueg. Rl•k• to p•oph who tae• dknbllng b•rrl•rn cMUnue to uee Increas risks and • dl8prop(xtknnattr imp•¢t of health •nd w¢llbes Inequalitie8 and cost of livlng pr988Um8 on mony of th¢ kndfvKlU$ e#1 Its support. In 8¢>m• ofour prOJt$ Ihjs re8ult8d In u8 8UPPOrtlng indlvlduals ¥th inr¥ewingty compkn ltrvell of unmet no. A8 •n org8nI68tion, w• need to support indlvbJu•l4 ¥afety, WO lo m•tsl unmet Il•rrnrKI where we w). and c•rtinw lo be a ¥oK• for peopl• fxhp d•bIng barri. Mngln9 rf•k Th• operationol team And Bowd mordtor rf8k by kwing •n org•nF8th1 Rbk R. ¥thk ig rev1ml updBled monthty by Ihe Senior Ll•Ythip TO and rw¥tsd on to the Bo•d hokl an ov•rspJht. Th& Rk8k Regl8ter covers Sn h 1thng ce9. wlh risk rntingB. rJneis, and mit41atrwJ actk)n: Fin¥ncAal - Le8der8hip #nd gov*nanc• - Reputation - Oper8tJonal delIry . Statut¢, regulatory. leg81 - Businw¥ informa15on system8 arKI govem -HR - Project sp•cific
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Plana lor fulurE p•rfads Our pfAn for 2024r25 hwlights that wewiu tske lo ac1% the fjims * ¢xrt in thwd y•ar ofour r•fresP1 Thr• Ythqr Str•tew. Mak• Sure thè vok• of di••blod loud•r. ¥nd cr•ating ¢hang• - Represent dbled pg)ple in work awnd dlmate chang8 #nd thg cost ofllvlng . Undèrtake vAdesprnad engagem•nt wc¥k and Te8earch to undd reww•nt #108 of poopl8 tadng disabling bwTieTr In &oucesler5hiTe . Develop and defiver our work around . Grow aThl d•lir our trw'rlng offer kn onl•r to rU¢8 dwblkng bothers Work tog•th•r to •mp0vr p•opl• ¥nd r•mov• dl•abllng banl•rn - Support oth•r organi881ion8 lo WO kn a thproduc¢d way through trainlng aTrJ sharfng slandwds - Deveknp our peer support offer and scope opportunroes to srAl• up our ao¢)caw oller . Croate more mark•tlng lo bott•r Show thg inwt of our thcreate a fundlng pkn lo our fvndlng priorttte# 8• • trong wg•nl••tlon - Move offic• and •n8ure $stbIrtY - Strenfftn 8UPPOrt and tr•ining for ilaff te•m - 0•10P 8nd evid•nce proyresskin pathw•y8 for $lJff . R•vknY our (ywn tyuamy and dNefsty m046UTes, 8eeky a<Mc• from 8 rnng• ofper•pedfj and gxwti . Create framtrmo for proiod man•ge•t and proi8Ct w0p0¥ B• •u•taln•bl• •0 w• ¢•n m•k• a po•lllv• dlff•rnnc• for long•r - S•cure further fundlng - Develop our fraIsIng pl•n8 •r#Y - Fll funding gaps r•Sun0 from Infialion - Do furthor wcrfk arourKI dimale ch G•t ¥trong•r •nd blgg•r. •tspportlnB morn p•opl• - Implement tr•knirvJ and re8ource8 trthe te¥m arotsnd w#J wibvty - Map gaps and opportu•$ for g80oraphk orthvth . Focussed work on empkjymgnl and dwldren and pec¢4e . Dovelop, market and our momb¢rnNp. Struetur•. g¢)v•rnan¢• and m•n•gThnt T chathy Is c{Mtr1ed by lis o)¥emlng dO9Jmi, ils Klefflorandum •nd Ajtkkn ofAMod•Jon, and nllutel Ilmlted company. limited by gv•r•nlee, •$ d81kl by th• Compan$ Ad 28. Tru8t•O8, wtho are •J$o th8 drnctors for Ihe wwpose of c11)•1 Iw. who 8¢ld durfng yew and up to the dats of lign81¢ ofth• 51ateff*nts wwe.. R Amo8 A Cotterill P Cull•n K Ellv)tt S Goddwd R Govan J L Hlncks R J L•wis R Mockford A Wal8 J K R Wthrspoon P S Ye8trnan
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Re¢nth•nt and appoSntrn•nt of tru•te otth• dirndor8 glve thgir t¥ne wJlwrtwMy and rer¥• b•nefts from The organis8bon strives to ensure th• c4>mpoSld of I•N• bo•rd ol rellx8 the 8•PS Indudlng diredors wilh thvad eXpenCe of b¥Thiors. A third of th• dlr•dtsr8 reure by rotatN)n al eath Annual General Meeting and 4re •lvible for r&el&ction. Dweetor8 C¥J-opled d19 the year and rnwty wop08ed n1r•s are aJ80 •lytle elodfon 01 Ih8Arwal Germl Me8lfng. The boord of d5rxlm l• resp(Th for settw 8trategt dtrection of th• ctharity ond ddegate• the pI•mon of tNs polw to the Chief Exe¢utive, Sl)r Leaderthp Team and manager¥. Performance 1$ kopl under review al re9ular bwd meèting8 the dir•dorn Oper•1 wtd fin•n¢xal rtport The b04rd d dlr•ctors receive8 an induction pa¢k oulNnirvJ role8 and r•sponsUlIb of trleI, and Wrfh bi¢ground lo th• tharfty. Tralning M disalty aw•rvmss saleguwdn9 off¢rod to dl truste88. 88 18 an rtr0du(an lo Ihe roki of a tru¥lee. Additio trnfjng arKf rMnt¢xwvJ we offerod 08 rnqLriTed and th• Chalr Dowty Chaw Tegul•rty 8UPPOrt the wrd¢r board in 1 to 16¢68iO Th• ¢hartty mththins 8t•ndlng prAk• and proC&kn c)v¢dng li¥ dutkn •nd kncknlw.. A vldé rnng8 of HFI F¥Jthcie . Anlk8rknw and Corrupt•Jn POTh Bu$ineu Cortlnulty Pl•n Codè of Conduc¢ . Complalnts PcAky Confidenllolty Pollorf Confilct of Inler•sl Polbcy Oal• Prot•dion Pcllcy Envtronmental Poli Equ opportuniti Pol¢y . Griev¥n proure Heatth and Salety Polky . Inlemal Flnaroal Controls FlnwKa•l Prncdu IT Commun10# and Uw• Policy Lone Wothjng Policy Rl8k MageMent PolKy Safeguarding Pol Sou81 Media Policy V¢4untsttr Poficy . 1$•blon9 Poury. TnJ8t¢es d•legato d8Trtyd8y oftrkn dwty tts Chlgf Exeqth Olllcer. Lmngthne•ThoMp6(. R•mun•rntlon pollcy Pay #nd remuneration for the se Leadernlip Town l• t by the of dlrector5. Al s18ff. Infjuding tho Senklr Leadership Team. have pay rales Ihat are b8mrked •gaknst tho National Joint Counal for Local Govemment Semces INJC) P scths. Pay ratas we r•¥1. IXA rK)t rwc*tsavlty Inu•a8ed. •nnualty. 10-
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORTI (copifiNUED) FOR THE YEAR ENDED 31 MARCH 2024 Partnershlp working Is uuciol to Inckmitin GIoLWt•Trlo. we pro to have finked with Veral kay OffjaniOnS in 2023124 IndlIng.. . Acce86 Soclal CaT8 . A(ve Glouceslershw• . Adr¥e Impa . BaThvood Tnmt . Bath Sp8 Unfv8r¥lty 8uildin9 Cwd88 C8mpMI Vllage TnJsl . Ch8ltenham 8orough Hr Coventy BudIng Society DSsabilty Rights UK Famity Partnership Solullorn Frf8ndsPwp Cthi GIOLster Cathedral . GI$tehlrfj A(on for Refvgem •rvJA8yILm Seok• Glou¢e¥lershir• CoThrfnunlty Rail ParthP GIoLts$ler6hlr¥ Con8tsbulary Glourx8ter8hlr8 Cowity Counal . Glouce8tershlrn DeafAssoaation . Glou¢eslefsh• Health and CaT• NHS F1MM Tw•¢ Glouc¢iter8hlr8 H08pital¥ NHS Found4Uon Tru•t Glwce81ershir¢ Inlegrat•d Cwe Bo8rd . GIOUtershtre Saf•gLt•rdingAdth Bowd GI)UBlerShITe VCS 1ne• H68lth EdLKation England H•althw8lch Gkuc•sl•r¥Nrn Kin9fi•her TrSure So•k Leonard CShre NHS England and NHS Imprtr4eThnt . NHS Glouc88t•r•hR In¢•grated Cw• Boa . POHWER RK>)very Colegt The Ind•pendenc¢ Tw8t The Natnal Instftute for HeAllh Rès••rth Tho Naliond Lolt•ry The N41ional Trust . The Nefson Trust . The R6suscitsUon Ctyjnol The Salvallon Amy The uVr5itY of Bath . The Univer¥ty of GloucesteTshii• . Tha Universlty Olthe of Englpnd The Zlg Zag proje(* 11
INCLUSION GLOUCESTERSHIRE TRUSTEES REPORT (INCLUDING DIRECTORS. REPORT) (copifiNUED) FOR THE YEAR ENDED 31 AIARCH 2024 ststem•nt of Trust•e• r•spons5bllrlie8 Thg Tru8tee8. who a also the dirrftors of Induth GI<terShI[e for V purpose of company ltrw. are responsibl8 for wepanng the Trustee$ Report and th• finandal ststemonts in 8rxordance with applicable law ond Unlted JQngdom At¢ountw¥ Stsndard5 (Uiwtsd KI1 A¢counOng pra). Cornpany Law iequirs th• Trustee8 lo pr•pare finanool stat•rrNents for eac Ilnana81 year gi a true and lair view of the stste of affaiT8 of the cgjmpwry and of the incoming 5Jr and appllcatiDn of rwouTw, firKding thg InMe expendtture, ofth• o)mpany for that y••r. In prep•rtng the•• flnandol ¥tatemwkn. the Tnmlw aro requhtd to: . Buttae a¢c4unlFng •nd lh * thwn . ob8•w the mgthod8 •nd piinciW•8 kn th• ChartU•s SORP: . mak• I198m0nts and •sllmat•s thwt or• ¥SOrbI wdent.. . preparn the finond81 st•tem•nts on ts gcing ba858 tt 11 kngpywlate to pre•um& th•t company will ¢onllnu¢ in opernlkn. The TrLt61beB ar• rtBpon•ible keepww adeq rectyth th•t ryth r•8wi•bl• &wr•c¥ al any tim• the )In&ncid pos1t1 of the chafitoble c)rywty thom to ensurt that the finantsal stglement8 compty whh th• Comp8nE4 Ad 20C6. Ttrw are alw r•swwlble for $8ftyuarding the as Df the charila¥ comp•ny hencè fryt•kk r•wwble 8t•p8 forlho pm•rtth ¥J dalOn offr•ud ond other trrngularltB. Audll¢r In 8ccordarKe wllh the MpanY wilde8. a resOtion propOn9 that BK Plus Audit Uffdt•d Iform•rty knlorrn Umttedl Ix Teappoinled 88 •udltor ol the 1xmnY t•A be rArt at a G•ftarqJ •1. D1•e1uY• rf Infomi•llon to audllor Ea¢h ol th8 Truslegs has cMflryned thot thw• l¥ ol tw are •war• vthleh l• TnI to the audlL bul of wthkh tha 4udttor 1$ unawart. Th•y have Ier Cjjnfjmwd that thèy have tskèn approwata 8teps to Idgntty JJu¢h relan1 Infornalion and to ejtsblith that th& alIor Is awm of 8uth infommtion. Tho Tnt•Og f•F¢rt wa• •ppr(weil by the Board ofTN•tée8 slwd on tt• beh•ll ty. 20 D•¢mber 2024 12-
INCLUSION GLOUCESTERSHIRE INDEPENDENT AUDrroR'S REPORT TO THE MEMBERS OF INCLUSION GLOUCESTERSHIRE Oplnlon have aud(ted the finanL¥al slaten of IIKIJIk GIstehIre (th'(arft8blts compaiv) for ihe year ended 31 March 2024 whth comprise the temèrt of 1kn8je1 8¢¥vitix the ststtsment of finandal positton, the 81otement ol cash ljows and notes to the fmarwl statents. i1ng s(gnffic4rrt aczounllny poliu•8. The finaThl rsporting fr8mewNk Ihat has been apPld Sn thwr paratIOn l¥ law and Unitad lfjngdom Awxjnting Stondards, I[uding FSn8nca81 Reporting Standard 102 The Fknancial Rep119 Standard •pplKabh in the UK and Republic oflrel8nd (United Kingdom GeneratyACpted Ar£tyJnlng PTa¢ce). In t)ur opinx)n, lh• fin8ndal slatefflents.. give 8 true and fair ¥¥ ol the •t4le of Ih? dwllabte affatrs •• 8t 31 Marth 2024 118 k)(xJmiry Te8ouw and •ppHrallon of r¢gounxfj. ¥Kdirj Incorn 6xperthirn. for the yr then •nd B••kn for oplnlon nduct•d our audit tn wrth Intwnavonal Stsnd¥th on Audthg (UK) IISA8 IUKJ) •nd appY¢b law. Our re¥ponwknliti•$ under th08e stsndards or? furlh•r de8rrib in Audtof$ for Ihe èudit of lh8 thunclal stalem&nl$ sodion of our r•port. ¥re Indyndonl olthe charit•bl• cthnpany in accordanc wrth the ethical requirwnonts Ihat are rd•wt to our •udlt ol the fA)8nc4018taiemants in the UK, indudlng th• FRC'S Ethlcal standafd, and we ha fvlfilled c¥Jr other •thkl rw"tieS In a¢oxd•tKe with th9 requirements. W• believe that lh• audi¢ wldenc• * ha¥• obt•kn•d and •pprowiat• lo a bw18 for our oprnlon. Con¢lu•loro rnlatlng to golng ¢onc•rn In audltlng the f4wictal $l•tements, wè h1 Ih•l tha Truthe• of thts ts¥Jng 41$ of •c¢ountin9 In th• pr•paiaUon of the financiol stslemnts Is apyoprf•t•. Baséd on the wcrfk hwe perfNmèd. w• have entIfied any m&tertal uncortalnbe8 rnIn9 to •vent8 or condttiona that. individuay or 18¢1. may rAst sWfic4nt doubt on the tharft•ble uwnpany's 8bfjlity io witlnu• •$ a golng GOnM for a pwknd ol Ist month• from frn¢yl 8tstwnonts arn aulh)rl8•d for 148ue. Our re•pon•ibi111188 and r•8pon8lbllth8 of Ihe TnMt•u re•pod to gdng th¢•M ara d•xlbod kn th• rd•vant M¢OonJ of thii repryL Oth•r Infornwtlon The othtsr infom)alion rmr6e8 lh• tsrfom)olk In th• qnnu81 report other than the fingndal St•lonnts and Ouf auditorfs ftp)rt thwoon. Th• Tru89$ Ère rwF#)nsle for other Infm8tion c¢ntain8d wlthln the annu•l F4)rt. Our oplnlon on lh• tlnancial atement8 ¢1 FK)t Ver the other inftrmation and, except to the extent otherwise ¢xplidty 4t•ted In ¢)ur rewi. w• do rxil express fomi of wuranca ¢ondusth ther•on. Our T¢sponsit4lKy is to rnad the other Inf(Km8tion and, in <kjIr 60. c¢n8kler ether the other InfrKMAlk Is m8lèrlal Inconsjslent with the financial staentS tsr wr knOodYe obt8lned in tho course of the audtt. or 0rwi8• appears to bg materldly mis2t#ted. If w• idenllfy maleiial inca)nsi8tenc¥eB or appwenl material misstataments, wo 8r• requir•d lo d•ttmirno vknether thi8 glves iise to a matewial misstatwent in the finand•l 8t8taments Ihemsefv8s. If. based on the vmrk wo have perlmd. we rA)nckAl• that there Is a material sta1mPt of thts othei InfclISon, we ar• requlred to report that h•f• Mthing lo report In th18 f•g¥d. 13-
INCLUSION GLOUCESTERSHIRE INDEPENDENT AUDITOR'S REPORT (CONTINUED) TO THE MEMBERS OF INCLUSION GLOUCESTERSHIRE OpInlo on ¢)th•r matter• preKrtb•d by th• Compar4•• Act 2006 In tyJT Onlon, based on the work ldertak•n in of tyJT alIt.. the infomwtion thè Twuslee$ report for the finandat Jtar fur which the finandal stgtsments •r• prepared, whith incfu¢Jes th dtreLtr' report pr•pwed pwp08e& of rfjmwy law. is Gonsist•nt wilh the finanty $tatem•nts,' and the directors, r?[ Incjudad whhkn the report has b1 weparwj In ar•Yd with applic•ble legal requnments. M•tt•r• on whkh arn rnqulY•d to r•port by •xe•p¥on In the Ih3hl of thg knowledge u$r8t8ndin9 of the dwitth c4)mpAry and Its emilronrrtht obtalned kn the cours• of tho audh. we h•v• not identified m•t•ri rri••tth•nts In thredorn, r•port indud8d wlthln th• TTUSte¢$ reForL have nothhg lo rwjorl In re8pe¢t of th• Ijltyhing m&tt•rn In to whKh IIKI CoryanS•s Ad requk•• u8 to r•port to you rf, in our winion.. •deouale arxountry r•cords hav• not b•en kqpt. w reknm• •d•wat• for audlt havo rot b•en r•céP¥od from branchw rt visitgd ty us.. { the flnanc4al 8t•tem•nts m rK)t In the acto)tiry r•cé)rth ftnd 1•tu. Crtn di¥d08ffts of Iwu8tees' rwnunerntkn spedw by l• are not m•do', or we have not recèived al lh• irrformthn arml wtanat5on$ we requirn for our wdlt or the Truste•• wer8 enthd lo wep8re the ncIaltatIrnet8 in •ccord4nc• whh th• 8mill ¢unpI•l r•gwne gnd lake advantage oflhe sm&1 •xernplFon$ kn pr•pArfng Trust••8 l•Wt ond from I r•qulrem•nt lo prgparo a 8tr&18gk report. Rwpon•lbllltl•• ot Tru•t••• A¥ explaSntd mor• lully in t ¥tateml ol Tn1 rupon1J. th• TN81•, Twho Ar8 Al th• threrA(n ol tharllabl• company for the pwpts5e of ¢ompany f•w. we r•w1b1¢ for the proporntion of the fin8n¢i•l Bt8t•ment8 And for belng salsfied Ihat tlw • Ift and f1 view. and for such inlem81 ccmtrol 8$ the Trustee8 det•rming18 n888Y lo enabl• lh• preparakn of finandal 81•1t9 Uwt we free from mylerfal rrM$¥tatemènt Thth dL lo fraud or error. In pr•p8rlng the finoncl81 statentS, tho Tru8tees re8PC)81t4e for 888essry ihe tharbtable (y)mpanl8 8bility to rrtInUe * a gohg ¢cern, disdosry. •8 appluble. rMtttrr¥ re1¢ to gLIng conc¢m •nd the going conc•m basi8 01 accoU1n9 unkns tho Tn1 erfhor to liquld•t• th• dwttAbl• wrnpjny or lo ceaso op•rations. or have no altwnative to th> 80. Audltoety rn•pon•lbllltl•• lor the •uolt olth• finn¢l41 •t•tsm•rrt• Our obj•cthies 4r¢ to obtaln rnasorble assurance aboLrt whether th• finondal 3tatemtr)ts 88 a whc ar• fr moterfBI misststernent. Vthther due lo fraud or errcf. and to issue an a11018 rey)rt ihaf IrK4udes our oplnKffi. Regsonable a8sur•nce is a high l•vd of assuren bul Is nol a 9IW8nlee thgt an audit corKli•d in •r>y)rdanr• with ISA8 (UK) will IayS detècl a motewi81 mkislatement il ¥xist6. ml8slatens eAn 8ri19 from fraud or error gna are rLinshJered m•Eerial K. hth¥Tdualy or in tho aggregate. could wson8bty be ex•1 to Influ6n( economic ded8lon8 of u8•rn taken on basls of these fmancl slatsnxni& Owing to Ihe inherent Ilm[taoni of an au¢tht, ther• Is an unavoidabla risk that. dospite planning and perfuming our audlt In accord8n¢e th slthTds. on• or mor• m8twiaf misstatemnts h thg finanual $latem•nt• may hava 9one undtted by our audit. As wilh any audit, there 16 a high iisk that Irre9artI0trs and hud will go undèt8cted where they invc4ve matters 8uth a$ MwTesentafi19 from maryment. ttludon. lebrat? ' omissKJns and override of oJnlrol$. It Li nol the role of the audrtor to prevent rthc¢ryliarc4 and wo ¢annot b• expa¢led to det•ct ery h¢far ofTh>1•nf al Im arKI regulaiKrn. In idenlfying arKI assessing risk8 01 Mater1 misstatenwrt in r•sFeL of Irf¥glS, kn(kn9 fraLKI ar compllance wilh18w8 and regulations. our iThJudwJ the fo17ng. 14-
INCLUSION GLOUCESTERSHIRE INDEPENDENT AUDITOR'S REPORT (CONTINUED) TO THE MEMBERS OF INCLUSION GLOUCESTERSHIRE . ¢nquirie8 of managewtt inthding a pre alIt me1. . obtaining and Supwling docAKnerrtalb)n af polk408 (>Jncemkng the laws WKI r•oLlalion5 applicable lo Ihe buwness. . underslandiTr3 ccffipany conw$ wilh tts Teg(knry frwework by making enqu8 of managenEnt.' . con6KkrfrvJ th¢ ltUre inheTenl the cljrrw and whelher tt¥s represents a uAiure of how •rM ethuf b•ha¥iowwilh a 8trong emph8818 of detection and pr•venb'on of fraud. as100 the sulceptitlty ol c¥xMponY¥ finBncial slatern to m•terial ml$81•tsThl c4nsldernd how mlghl ocr. Th• autht procethres perf(fft•d in(Jd•d. but rnt m(tèd to: kJ•ntfylng 8nd teslkng unu8u•lkA¥n enlries: . a$sessing how the rd•¥anl w8 and ragulali0 have (xxnpl•d 7hh nollnll any In8tsncts ol non Compliar.. . r•viewng lh• lw¢lal at•mMts fLY ¢orry4ianc wrfh r•lwant A¢Illra Stsndvd• and SCUrn9 leW81ation 8pplicatA• to a smal compww., . ¢cfisiderfrrf4 those dr9ed llh 9ov•man¢¢ have •Jdressed Ihe pos8ibllty ofon o¥wrfd• of ••aerthl or other infiuence o¥w the fin¥81 reporting pr¢¢•sse8. In addfoon, tho (yan¢1¢d non fin•rKi•l rvlwt th• cAmpany. Th•88 do not IlY hthve dlrbd Infiuan¢x on the flnondd •t•twn0 bul fftM •lleLth• t)>wanYs ability to cyorat•. A furth•r des(alpllon of our re8pon•Mties b6 •¥alat4• on Ihe Finanfi Reporwng Counofs Al.. hty.'Il U•• of gur r•port Th1$ ieport 18 mth sow to tho emipatys meMr$. as a body. in awdance with $8dion 391 ofthe Companl Acl 2014. Our #udit work h8 been undertAk•n Ihat we nNghl •tate lo try companYB mmbeTS thtxe m•tters wo ar• requlred to ¥tats lo trem Sn an wditof• r¢pxt •nd for no other purpoJe. To Ihe fiJl&sl extent pemitted by law, we do not 8p1 or Assurno respDn86b1ty to arbyorn Other than the c¥Jmpany •rKI tho Caxnpanys mfrmb•i8 as body. fcrf audtt lor Ihkl r•port, ¢)r lorthe OlOn# have fonYd. Rog•r Down•• FCA IS•nlor Sl•tut¢ry Audltor) for •nd on b•half of BK Plu• Audlt Lknlt•d Chart•red C•rtlfi•d Ac¢ount•nl• St•tutory Audltor fj Manor P8rk C•ntr• mael Vay Cheltenham Gthwler8hw• GL519TX 15-
INCLUSION GLOUCESTERSHIRE STATEMENT OF FINANCIALACTIVMES INCLUDING INCOME AND EXPENDrruRE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2024 RU¢•d fotsl fvnd• 2024 fvnd• 2024 nd• 2023 nd• 2023 2024 2023 Ineorn• and •ndovfft•nts from: DonalJon6 legacies Charit8t4e Investments Olhw Incom• 1.237 823.881 5.338 719,699 69,548 893.427 559,793 159, 18.999 16,999 Tot•1 Incom• 827.912 89.548 897.458 584,588 159,908 744,474 Exp•ndlturn on: Charitable acliMtkn 820.T25 8kJ),271 542.723 193.907 736,630 Totsl •xp•ndlturn 820.725 69.546 8271 542,723 193,7 736.030 Net g•ln8lllts•w) on 12 (3,183) {3,1831 N•t In¢om• 14.513 14,613 (34.001> 4,881 Tronth befvOn fund8 <712> 712 M•t mov•m•nt In fund• 14.513 14.513 37,950 (33289) 4.861 R•ncIlI&15on olfund•: Fund at 1 Aprll 2023 285.044 289 318,333 Ful b¥1¢•• *t 31 Alv¢h 2024 337.507 337,7 The thlem8nt off¥MndAI Induth al wns •nd loys•s le¢0 In tho >w. rrKomo and expenrfrturn derlve from contlnuiThJ athvitl•s. 16-
INCLUSION GLOUCESTERSHIRE sTATEmEr OF FINANCIAL posrrioN ASAT31 MARCH 2024 2024 2023 Flxad a•sot& Tanglble assets Invsthnts 14 15 750 4.619 80.938 Curv•nt ••••ts Dobtors Ca8h 91 bank and in h•nd 89.014 85,557 103,11 296.706 82.227 357.076 399.815 Crndltorn: •rnounl• f•Nlng du• thlthln ano y•ar 419,303 17 {151.322) (181,886) N•t curr•nt a•••ts 248,493 237.437 Total ••Mt• l••• ¢urr•nt N•blllti 337,507 N•t a•8•ts 337.507 322,994 Tho fund• ol th• charhbl• ¢ompny UnfeBlrkt8d funda 337.507 337,507 322,994 The fin8nrAal sl•tem•nts I• •pyoved by th• Trust on 20 Dewnbw 2024 Comkwny regl¥traikn rmmthr 10143182 {ErwJbr*l and lthles) 17-
INCLUSION GLOUCESTERSHIRE STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2024 2023 Cth IIM from operntlng a¢tlvltl•• Cash (absort*d byygernrat¢d from operalbns (62.W) 101,693 In¥Mtlng •¢tlvlti Purchas& of tangiue fixed •st•ts Inve8trnent Inojme r•c•r4e(I (1,1411 N•t ¢••h g•rmt•d from Inv••fjng •ctlvltl N•1 ¢4•h w•d In Ilnlnclng •¢tl N•t Id•cYM••yln¢rn••• kn rA•h •Thd ¢Mh •wlv•l•nts 180,370) 102,992 C88h and c•ih eqLW4•1onts •t olyw 367,078 254.084 C••h and ¢••h •qulv•hnl• •t •nd olymr 298.7( 357,076 -18-
INCLUSION GLOUCESTERSHIRE
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 AIARCH 2024
Ac¢•untlng pofKI•
Charity inforniatk
Indusion Glouce8terSlr8 1$ a privale o)mpany by guara inc4)Tporated in England and 108. The
reg181ered office is Ra4Y Hc4. Bllrt . Gknuce5ter, GknucsteTshk¢, GL1 1DG. England.
1.1 Accourtlng con¥wrtkn
finarthl siat•menls have be•n wvpared in wh th• dwrrt4bl• c•mp&nl8 govemb
deMent. the CompaThes Ad 2Cth, FRS 102 Tr Finanud Reporting Standard 8ppllcable in th8 UK and
Repubtic oi IrdaThf fFRS 102? 4nd the Charllies SORP"A¢(•unty and Reporting by Chgri1kn8". Statemgnl
of Reojmmended Practico applicoble to ch•rilies preFwirwJ Iheir acL¥unts h a¢¢ordance Vh th• Finantsal
R•p(¥Mng Standard appli¢abkry in the UK •MI RepuWK of Ir•knd {FRS 102)" {off•dwe 1 Jjnuary 2019). Tho
thqrltable c>)mpany h a Benefft Entity •8 defrd ty FRS 102.
Th• gl•t•mert8 ar• in •t•thw. tthk18 Ih funclbon•l of th• dwrtlatl• c4>rnpany.
Mcm•t4ry th•s• fflnand•l •re rwKl•d lo thè rnar•81 L
The finandal stalwnents ho¥e b•n prnp•ithJ wKler +w•tr co cenkn, Imodthed to kndud• thè
r•valuatlty) ol lrnehold propertth •nd ¢0 Indude kNestmont rtaIn finAndal •t f4r
v•luel. Thtr prindpal octountiry polKie8 dO B•1
1.2 Golng ¢onc•rn
tharitabl8 cxjnyny rnlkna on •thmal to cfyrtr h carn and, deWt• hft9 tlIt UP
In r•¢ent arn, it ntinUe• to Seek new and exter Wng for that purp. In the pa$1 month8
and $lnce th• ytar-•rKI, th• tharrtabl• comp•ny has ntinUed the wowsion of c4¥• charlI•e activltie8 and
hgj mwMg•d to rwrye8 at or t•W l•¥d$.
Tho Bowd hgs set 08ide d88lgnat•d fiwmls to rnr tr• CO of thlapthtkns tmd mMths' c¥)rn C08t8.
Th• Boord h•s al consid•rod the ftmdlng rnquwements lor a perbd ol mom than twefv¢ months from th•
date of approv41 of tthe finanty•l st8temenl8 #nd con¢kJded that, takk¥ into •ccount uii¢ert&lnlie8 cMJtsd ty
any gh)bal 4rycorthc facaors th¥t are control, tw h•Ya TMI be obl• to generate 8ulkJent
lding to condnve operations IhroughryJl that perfod and b8ytyId.
Ai • r0$t oflhetè cen¢thiw, th8 Bo•rd c
INCLUSION GLOUCESTERSHIRE NOTES TO THE FINANCIAL STATEMENTS (copifiNUED) FOR THE YEAR ENDED 31 MARCH 2024 A¢cown9 pouchs {Contlnu•dl 1.5 Eyndltur• Liabilrttg$ are recognlsed 38 8xFeTrJllwe as soon as there is a 1 w construtho obligation ¢ommllling thè th•rity to that exwnditure, it is prObae th8f a tr8n81er of e¢TrIC b8nefrts wll be required in and the amount olthe oblykn w be ned rew. ExFenditure is 4c£ount8d lor on an •¢crul$ basks and has boen da5siW under h•adin98 th•t aggregat• all cost related lo the tegory. ¢08ts Cannot be <lirecty attrfbuted to prtklr hgadlry th•y have locat•d lo aciblllg8 on 8 consistent with Ihe of rv8oure4s. IA Tanglbl• fix•d •#••ts T•wlble fix¢d auets ar• initialty M[8d at cost Ind me•4uT•d at C48t or ¥alu•llon. n•t of deprw•t1 and any I1¥mont IoM•o. D•prec4allon 1$ recc¥nls•d w 4$ to off tyAt or valu[n of8• thak r6slthMI ¥•hJ•8 ovw th•k usefijl on hlknvir¥ ba.. Leo8•hokl improveffnt• Flxturns and ffttings 25% t)n cost Th• galn c1098 ¥rfslng on Ihe dlsp0881 of •n asBot 1$ dotwmined a8 the differenc b&hv8an the sah proceod• and the Carrn9 valu of thè assel, and 1$ re0)kn In the stalemonl of fin1•1 ad1vit. Expendtture on 90frle w•bsSt• d6vdown•nt li lItOn oft tn thè y••r Ihol it i• Inrrnd. 1.7 Flx•d u••t InvMtm•nt• Inve8tm•nts are h1 at ow) m•rknt ¥lug 11 ts ytrar d•le. i.e T•x•ilon CrlUc•l a¢¢own9 Mthnat•• •nd Ji•m•nt• In the ¢ppll¢ation of ts tharitatrA• compa• ac(wn pofbie8. Ihe Trte Tequlred lo mok• ludgemenls, •tsttmAteB WKI assumpti$ aboth th• (ryi1j omounl of assets and If8ts1th•$ that are not r8adlty appenI from olhor •OLK¢S. The estimale¥ aTrJ ¥8sotsated •ssumption$ ar• basad on hf¥loril expienc• and oLh•r faGIorn Ih8t are ojnsidered to b8 r•thrrt. ActsMI m•y ¢lffw frtffi It4e wllmat•s. Th• e8tlmales and underfying 8ssumplion8 are ¥Wed on an on9olng ba¥i8. Revlsljns to attounling ¢SMateS are r8cognl8ed in the period in th• estimate i¥ f•VFSed vthere the rewsion affects onty ihAI perlod, or Jn th• F<rh (rf the revl$ton &nd firturn WNJds thts re¥lOn affoGls t4)th rATrent and futur• periods. com• from donatloM and l•gacl Unrestri(ed Unrèstrl¢ted fund$ 2024 2023 Donations and Ofts 1.237 -20-
INCLUSION GLOUCESTERSHIRE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 T)tsl fimd• 2023 fvnd• 2023 2024 2024 Grants rec•lvgd Pèrformance related grgnt8 823.881 69,546 893.427 559.793 159,9 719,099 P•rfomwnc• r•l•t•d gr•nts •nAty• Gr•nt• r•¢•lv•d 2024 Gr•nts 2023 ErwJ•gemonl Qualty Checklng Trainlrw and D•¥ertt HUBS MHELO Jn¢J Cmtrrr Oth•r Grnnt• B•mwood Dramatic Change LO Partnershlp Bo•rd LEOER GEM 206.096 188.725 176,250 85,ecM) 80.778 49,017 157,625 186.682 72.305 85,000 56,983 18,059 41,506 60.820 15,515 17,394 17,750 31,080 18,497 15.0fy) 893,427 719.699 come Inv••thMThts Unr••trlct•d Unr••trlcted fund• 2023 2024 Inttt•6t re¢ervabl8 2.594 2.440 -21-
INCLUSION GLOUCESTERSHIRE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Other Incom• Urn8trict•d Unmtrlcted fund• 2024 funds 2023 Other Incorne 10.899 cta• crfta• actlvhl•A •¢tfvitl•• 2024 2023 Dlr•¢t ¢o•ts staff rx8t$ Dr0dli0n Computer costs Travel and •ub8i*•r Sundries IMuranc• Teleph¢ Po8tagg and stakn•ry Room l¥ Recruitrn8nt arKI Iratrlng Rent and raf08 R•palrs ond rnnew• ProJ•ct Costs W•b8tt• Str Ulllty cost• 71K).504 3.869 29,609 8.518 2,383 4,399 4,739 3.825 17.332 7.288 32.861 25,489 18.392 18.252 5.437 549,&57 31,348 7.106 287 4.816 10.521 7.823 27.617 1.397 47.227 874.875 T20.216 Sh•r• of ¥upp¢rt and gO¥•Min co•ts (M• nots 8) 15,396 16.414 880.271 738.630 Anafy•l$ by fund Unre81ricted lundJ Reriad fiJnd8 820.725 542,723 193.907 890,271 738.630
INCLUSION GLOUCESTERSHIRE NOTES TO THE FINANCIAL STATEMEKfs (CONTINUED) FOR TrIE YEAR ENDED 31 MARCH 2024 Support ¢o#ts alloc•t•d to #CUV• 2024 2023 15.398 16,414 Anaty•od b•lwn: At f••5 Attountancy Legal and profe89ionql 3.750 4,552 8,112 N•t mov•m•nt In fund• 2024 2023 The nel MOnant in fund•18 8l•t¢d aftw thvghW{(/•dlW.' Feu payable for oudrt oftho thrws •tho 10 Trult None ol the Twstee$ lor 4ry person$ ttm) rncthd remun*atknn or b•n•ffts from th Char#•b company thjthq the y•8r. 11 Empl•y• The 8¥•rw m¢ty runbor 0fempknY th• Jryar W.. 2024 Nwber 2023 Numb•r 56 Employm•nt ¢o&ts 2024 202a Wag88 ¥alwl&8 700,504 549.557 R•mun•ratlon ol k•y m•n•gem•nt p•v•onn•l The remun•r4tion 01 key managwnenl persml wa# 88 folkyK". 2023 51,591 54296 -23-
INCLUSION GLOUCESTERSHIRE NOTES TO THE FINANCIAL STATEMENTS (coKfiNUED) FOR THE YEAR ENDED 31 MARCH 2024 12 Galn• lo•s•• on Inv•strMnts Unmtrlctsd Unr•¥trlcted funds 2024 Ga#iWlknse8) on.. 2023 R•vqlualion of In¥estr1MI P.183) 13 Taxatlan T th•rdy18 0mpt frorn tsx•tkn on ti •clNille¥ becuw al its [# applied for Larltsbl• pwpo8eB. 14 T•nglble flx•d ••••ts Co•t At 1 AprN 2023 D18FX• 24,386 {24.3861 17.942 42,328 (24,3881 Al 31 March 2024 17,942 17.942 D•pr•cltton and ImWrni•nt Al 1 Aprl 2023 D¢p¥eclation ¢harg•d yow Elln¥n•t•d In rnlped olthpoM 21.703 2.683 r24.3861 18.008 37,709 3.869 (24.3861 At 31 Mar¢h 2024 17,192 17,192 Crrylng •m)unt At 31 Mar¢h 2024 750 At 31 Marth 2023 2.683 4.819 -24-
INCLUSION GLOUCESTERSHIRE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 16 Flx•d 4Met invesbn•nts Li•t•d InlIMOn Cast or v•lu•tloTh Al 1 Aprl 2023 valua1)n thar¥ 80.938 7.326 At 31 Mard12024 88,264 Carrylng amount Al 31 Marth 2024 At 31 klarch 2023 2024 2023 Inve8lm•nts at falr valu• c¥xnp Wuation in 2018 Valuallon In 2019 Valuation in 2020 Valu•tion 2021 Valuallon In 2022 Valualon in 2023 luouon In 2024 183,0001 1,573 <1,573) (2,099) 13.282 {2,0991 13.262 6.883 {3,1831 (3,183) 88,264 There wtto no investm¢ as•et8 t15de the Uli 16 D•btor• 2024 2023 Amounts lalllng du• vAthln on• y••r. Trad8 debtor8 Olher dobto prepaym1* and InrA 99,113 7,254 103,109 62,227 -25-
INCLUSION GLOUCESTERSHIRE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 17 Credltorn." wnounts fajllng ithin orni y•ar 2024 2023 TTad cre<titors Othor c¥¢dltors Aual6 ard dokn•d incom 11,007 15.934 3.291 121,0 5.129 13,361 2,872 180,504 151.322 181,886 11 R••trlct•d lurrtl• Th• re8tslrl8d funds ol th8 thaifty compiie the xpthd b•l•nceB of dor4Uon• and grants hekl on tru8t Jubjed lo sp•ofK condllions by dwors a8 to may be uwj. At 1 Aprll Incomlry R••twr¢M Tran•f•rn At 31 MArch 2024 Lottery 69.546 fft.546) Pr•vlou ymr. At 1 In¢¢mlw R••<Mwe•• Trnn•f•rn At 31 M•rch 2022 •xp•ndod 2023 GEM Lolt•ry 4.399 28.890 22.977 136.929 (28.0881 (165.819) 712 33,289 159,906 (193.90fJ 712 19 Unr••trl¢t•d fundA The unr•slrlded fund8 of the ch8rlty ¢¢)rnwise Ihe urwend•d balancas of dOnatIcrf and grants whtch •re not subj1 10 8peafic condibons by donors and gr•ntor8 as ¢0 Pthv ty mpy be us•d. The tlde de6wJnated funds vknSth have twi 8•t 8BNJe OLrt of uwwestskted fLTrds ty th& IruBtees for 8pedfic pu18e8. At 1 Aprfl comlng R•sour¢o Trar•hrn GTh• Ind At JI March 2024 DU#Frfdalion8 C¢xe Costs Doyed Expwdllwe Generd funds 20.L 154,180 r24,240) 4.24Q 154,180 51.384 97.450 (51.384) (T45.101} 45,317 (49.55n 45,317 138.030 827,912 827,912 1820.725) 337,507
INCLUSION GLOUCESTERSHIRE NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 19 Unr•8trkt•d funds IContlnu•dl Pre¥lou• yMr. At 1 Aprll In¢omlng RMourG•• Tran•f•rs Galnts and At 31 Mw¢h 2023 011opid8llon# Core Costs Delay EYp8ndKu General fvnda 20,r 154.180 20,OC 154,180 49.747 61,137 1.637 Q,349) 51,384 97.450 1541n3} (3.183) 285,044 (542.T23) fl12) {3.183) 322.994 D•t•ll• of D••lgn•t•d DH•pldallon• Funds sfjl uide for dlaWatkTh tr thè formw urrflor the at SL Mlrth••f$ Cwrt. TN8 lund w uUll8•d in the y•¥. Cor• Costs Rèserye to mqterfaty IIK•• Ththa rAn costs In wllh crIty gu6dance. D•l•y•d Eyp•ndIY• Fd8 that g)uld not b• IF1 agalnst ntraCts that u• r•quY•d in ful yovs. D•l•Jl• of R••trlct•d FuThl Golnl th• Extr• Mll• IGEMI Employm•nt Support Proh Inm rfved in ath•nce lo bo spenl wag• woiecl 8t$ to (th•r 1.1 effoloymènt support. Lott•ry fvnd•d prnJ•cts . Dv¥ma Group. Tr•Snlng •nd Volunts•rfng and Ad¥oc•cy Unspent incom• on a thrnfryear proied to be spent gn addtttonal ¥nd ex18nd dew ol thg pro¥ilon of a dY•ma group. tr•ning, wcrf¢•d blAtIrtn0 arKI nNFslatutrry advoc4cy. a• weed wtth th• fundor. Tranaf•r• b•tV•wn fund• Tran$fer8 been d88ignat•d funds arn mado toffrom the Genernl FWKI to rOt the b41¢ d•t•m7iMd •Mualy ty the Irust••8 to be rnwlrtd for indmdual de)#ted fund8. 20 Fln•Tr¢l ¢ommlbm•nts. gr¥nI• and ¢onllng•nt •11 Various funder8 rathln the rfght to cM bock grarrt5 g1KMrfd tr uso of the funds not be in vAth the ttsrn8 of grant. In the oflhe trustsès. no suc latslty exth At the year end. 21 Rel•ted prty trans•c There war• rn disdosgblg reLited poty lrnn8ac15on$ duiirvJ the year 23- ne). -27-
INCLUSION GLOUCESTERSHIRE NOTES TO THE FANANCIAL STATEMENTS {coHfiNUED) R?R THE YEAR ENDED 31 AIARCH 2024 2024 2023 Sur8 for the year 14,513 4.1 Adjuslments for. Invèstrrttnl IrMe 1•c4)gned in ststemert olfinord41 41*1109 Fair valu• gains and kn88e6 on in¥trnentS Deweuation and hIlMent fix•d •uet8 (2.S94) 17.3261 3.869 (2.4401 3,183 6,354 0M•nts In wryktr)g capttal: (&Mxeaseyde¢r•asa In deblc (40,8821 130,644) 46,602 44.333 {62,964} 101,893 23 Analy•l• of ¢h•ng•• Sn n•1 fund•