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← Advocacy West Wales - Eiriolaeth Gorllewin Cymru

2025-03-31-accounts

Advocacy West Wales — Eiriolaeth Gorllewin Cymru

ANNUAL REPORT 2024 - 2025

Registered Office Advocacy West Wales—Eiriolaeth Gorllewin Cymru 36/38 High Street Haverfordwest SA61 2DA

Tel/Fax: 01437 762935 Registered Charity No: 1172200

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Chair’s Report 2024-2025

Last year the AWW Business Plan identified the principal objective for 2024-2025 to be consolidation and team stability after a period of growth and some uncertainty around funding in the previous year. I am glad to report that after significant work by the entire team this has been achieved.

Several new advocates were recruited, with assistance on the panel and the invaluable advice and experience of my fellow Trustee Helen Butland. Improved induction training followed with their integration into the wider team.

With bespoke training from an external consultant there has been further development in the Leadership Team at AWW and this is providing development opportunities as well as greater resilience and sustainability around leadership and supervision.

Thanks go during this year to the considerable work of Office Manager, Sue Blantern, who has worked with new providers to improve our IT and Communications systems, thereby increasing security and IT support as well as achieving budget savings.

Progress has been made in further developing the AWW promotional materials, infommercials and videos and thanks to our Trustee Dan Rosie for being involved in this aspect of AWW life.

AWW-EGC continues to have a leading role in national and regional advocacy networks, with our ongoing Chairship of the Regional Advocacy Strategy Network. This work has enabled advocacy sector providers to come together to challenge issues around funding freezes and pay disparity between the sector and other like professional roles in statutory services, as well as identifying gaps in service provisions such as for people with a learning disability and the neurodivergent community.

Whilst some services have thankfully received increases in funding this year, this has not been the norm. Once of our services continues on the same funding that has been provided since 2012. You will hear from the independent examiner in his report around the tight financial management in place and there is no margin for error and little room for contingencies or to increase capacity. Those issues have been further exacerbated by changing tax regimes.

We are very grateful for our funding from Hywel Dda University Health Board and the 3 local authorities in the region as well as grant awards from The Henry Smith Foundation, The Hywel Davies Trust, The Tudor Trust. This current year we have also welcomed funding from the National Lottery Awards for All and Peoples Postcode Community Trust.

Finally, I would like to pay tribute to my fellow Trustees, who offer me their support and wisdom; Vice Chair Emlyn Schiavone, Helen Butland, Jane Kelso and Dan Rosie. I would also like to thank Carolyn Oakley for her contribution as AWW Treasurer. Carolyn resigned for personal reasons in July and despite advertising we still search for a fitting replacement. If you are reading this, if you value the work of our team, and have a financial background – please raise your hand!

Andrew Watters Chairperson, AWW-EGC

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Total Clients worked with 2024-2025 2024-2025 AdYoc3cy west Yafrs Eirfe!ae!n Gorflewin Cy AGE 2348 •CYP •18 yrs O>rs+ 1% 2500 2298 Number of clients per ¥)oken language 46% 2000 53% 1500 1000 500 17 19 6563 Sessions provided Worked With 612 833 Refs per county , | Pembrokesh ire 971 220 506 149 Carmarthenshire IMHA 3CIPA • LD & ASC • Drop in • Ccxnmunity Ceredigion 3 Advocac Issues er ro ect 383 500 1000 f500 IMHA Community Medication, Care & Treatment Men tal Health Acccxnmodation Care Provision Mental Health Acce55 to othEf Services Finance & Benefits Accommodati( Access to Health Swiices Access to HeaLth Services Care Ftovision Access to soclal Servi LD&ASC 3CIPA Drop in Finance & Benefits Access to Health Services Acccrnmodatic Follow QR code to share your e>periences of working with AW ocacy West Wae5 - Reg Charity Nu

Chief Ofcer’s Report 2024-2025

Every year I have started this report saying that we have had a year full of developments and are looking forward to a year of consolidation. Every year has been full of new challenges and developments. However, this year we have firmly opted for a year of consolidation for our services and team. This has included electing not to tender for some new advocacy services, to enable us to focus on building the team and redeveloping some of the existing services after a tough 2022 – 2023.

During this period we achieved:

Regional Advocacy Strategy Network and Other Networks: We have continued to engage in the regional and national networks to support the development of advocacy through our input, including our training provision, and provide a louder voice for the sector. This has included continuing to work with other advocacy providers to raise the case for adequate funding of advocacy services after years of funding freezes (effective funding cuts). In our capacity as Regional Advocacy Strategy Network Chair we have worked with the Regional Partnership Board on the launch of their Advocacy Strategy and its implementation.

2025-2026 Work Plan for AWW: There are some key areas of focus in this year:

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Challenges in the Advocacy Sector: There has been a crisis in health and social care over recent years and this has continued to impact advocacy services as well as other third sector services. This primarily impacts the people we support in terms of their access to appropriate and necessary services, and in terms of them being able to achieve the outcomes they need and are seeking.

As an organisation we have seen the funding for our services frozen or with minimal increase for many years. Recent smaller scale increases in funding from some providers has been welcome but largely consumed by inflationary pressures and, going into this year, the increase in Employers’ National Insurance Contributions. That alone will cost this organisation around £17000 this year, even after the increase in the small Employers’ Allowance. This is not sustainable. Recent sector engagement with Welsh Government, procurement and commissioners has been received with understanding and acknowledgement of the issues. However, the harsh reality for most services both here and through the Welsh advocacy sector is that they do need to see significant increases in funding around 50% to be sustainable, to avoid reducing service levels, to meet need, and to ensure advocates and other members of our teams are appropriately rewarded for the skills they bring.

As an advocacy employer AWW remains competitive. However, salary levels in the sector are some £14,000-17,000 per year per advocate lower than those in the Welsh government constituted Llais Advocacy body which replaced the local Community Health Councils back in 2022.

During this year we will face difficult budget decisions for the next financial year around maintaining hours within our services, resourcing our services, compliance measures, equipment and facilities. We have sought to maintain our advocacy and support team without losing frontline hours from our services. This year we expect a number of projects to end the year in deficit again and therefore continuing as is won’t be possible in the longer term without the introduction of additional financial resource.

Thanks and Acknowledgements: Our Chair Andy Watters has already extended thanks to our funders, supporters, partners and other stakeholders, and I echo that.

Set against the challenges above, my thanks this year are reserved to our team here at AWW, both out on the front-line of advocacy and the support team. Their ongoing dedication, flexibility and expertise is remarkable. Many of our team members and our Trustees bring their lived experience as an integral part of the work they do within the organisation on behalf of the people we support. I look forward to working with the whole team over the next year as we strive to continue to deliver quality, empathic services for those who seek out or rely on our support.

With the very best of wishes to everyone involved with AWW-EGC.

Natasha Fox, Chief Officer

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Services delivered 2024-2025

Independent Mental Health Advocacy (IMHA): Statutory Service – Mental Health Act and Mental Health Wales Measure:

This service has been provided since its inception in 2008 by this organisation. 2022 saw the start of a new 3-5 year contract commissioned by Hywel Dda University Health Board with the support of NHS Shared Services Procurement. We have during this period had confirmation of the 2 year extension to 2027. There hasn’t been any funding increase since 2008 (save for additional funding when the service was extended to informal/voluntary patients). We await the next tender round in 2026 to see if that changes when the next contract starts in 2027.

During this period we have maintained a full team across the region and continued to receive excellent feedback from clients of the service and professionals around the quality of support. As ever it has been the longer term crisis in health and social care services which has affected our clients’ ability to access services they need in a timely way. This has meant long delays in accessing services, obtaining care packages or places in care home or placement settings, and longer stays in hospital as a result.

It is a credit to the team that they have been asked to contribute to health board policy reviews and a new ward based Sexual Safety Charter during this year.

Thank you to them for continuing to meet all advocacy needs through this period.

This year IMHAs have supported 612 people to understand and uphold their legal and human rights, to engage in care and treatment planning, to support their self-advocacy and expression of their views and wishes, to ensure that people lacking capacity are kept at the centre of decision making about issues impacting their lives. There is a near equal representation of "thanked me again for male and female clients accessing our IMHA service. 57% of the visiting and explaining people we supported were detained under a section of the Mental his legal rights and Health Act, with the other 43% either being informal (in hospital with the process and said their consent) or subject to Deprivation of Liberty Safeguards (where he wants to be home they lacked capacity to consent to admission/treatment). by the end of the

"thanked me again for visiting and explaining his legal rights and the process and said he wants to be home by the end of the week"

Thanks must go to the dedicated team across AWW-EGC in providing this service and continuing to strongly advocate client views and seek to uphold their rights and entitlements in an increasingly difficult environment in health and social care services.

We continue to work to improve delivery with ongoing training, awareness training to referrers, improvements in outcomes and feedback collation. We led on the development of a regular All Wales IMHA Peer Group which meets every 2 months. This is now well developed and attended and provides a valuable source of support for advocates and their managers from the three providers across Wales.

Three County Independent Professional Advocacy under the Social Services and Wellbeing Act:

This service involves supporting adults facing barriers to getting their views heard, and undergoing social care and support assessment, planning and review, safeguarding processes, and complaint about these. AWW is the lead partner in a 5 partner arrangement including Age Cymru Dyfed, Carmarthenshire People First, Carers Trust Crossroads West Wales and Dewis CIL. The service started 1.4.22 and will run for between 4 and 7 years. This reporting period covers the 3[rd] year of an initial 4 year contract and at the time of this report a decision is awaited on whether an initial 2 year extension will be approved.

We have had regular contract reviews with the three local authorities who fund this service and positive feedback about the service to citizens, its implementation and development. The partnership has had challenges but has also thrived. The service receives regular referrals. We supported people this year with a range of care and support needs including mental health, learning disability, autism, physical disability, sensory impairment, carers. The service supported a total of 506 people during this year

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including a significant number of parents within child protection processes.

The service received an uplift in funding of 6.7% during this year to take account of inflationary pressures.

Natasha Fox, Chief Officer, September 2025

COMMUNITY MENTAL HEALTH ADVOCACY REPORT 2024 - 2024

I am pleased to report the service is in a much more positive position at the close of this reporting year. The service has been rebuilt after a very turbulent time and now stronger and busier than ever.

The service across all 3 counties has been incredibly busy, and we have had to review, equip and develop our Single Point of Contact to be able to manage waiting lists for all three counties. This has been achieved by the continued dedication and hard work of our Project Development Manager Peggy Spooner and her team Jo Davies and Anna Jenkins (CCW). They are fantastic as the first welcoming voice people hear when contacting our service. Due to the demand for the service far outweighing the resource we have put a lot of focus this year on developing the reviewing process of the referrals coming into the service. We try to refer or signpost people on to other services where appropriate as quickly as possible. We are also needing to utilise the drop-in services that run within Pembrokeshire and Carmarthenshire to offer a service to lowerlevel advocacy needs or provide short term input for more people with more complex advocacy need while they wait to be allocated a 1:1 advocate. As a result of this working well in these counties we are exploring how we incorporate some of these principles within the community service in Ceredigion.

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I am very pleased to report we have had very few staff changes, and the community team has remained very stable. This is fantastic for the service as we have a mature team that have a wealth of experience. Within Pembrokeshire we continue to have Kate Roberts and Abi Alexander providing this service who are very experienced and dedicated advocates. Within Carmarthenshire the service continues to be provided by Clare Singelton and Alison Elford. Alison has developed well within her community role and Clare is an extremely experienced advocate. Within Ceredigion we have had one staff change. Last summer Emma Singh left AWW and we welcomed Robert Philips into the community role from IMHA. He has been keen to be as effective across the rural county. This year we worked to split Ceredigion into north and south areas for allocation as far as is possible. Robert covers the South and Ceridwen who is also very experienced covers the North of the county.

Throughout the year we have had several children / young people referrals and continue to action these as quickly as we possibly can. Ceridwen has carried out some awareness raising for the children and young people service in Ceredigion.

Our staff team remains our greatest strength, and I am very grateful for all the hard work our advocates and client caseworkers have put in over the last year.

Work carried out across the 3 counties from April – March

We have worked with 833 clients in this time, with 555 of these being new referrals. This is significantly higher than last year. Last year we recorded working with a total of 692 clients, 492 of which were new referrals across the three counties.

"Thank you for your help over the last couple of days you have been amazing"

We have supported more women (61%) than males (38%). 0.7% of the people we worked with identify as non-binary and 0.3% other.

Pembrokeshire – new referrals: 249 Total clients worked with: 356 Carmarthenshire – New referrals: 180 Total clients worked with: 266 Ceredigion – New referrals: 126 Total clients worked with: 208

Carmarthenshire Tudor Trust Drop-in Service

We are grateful to our funders Tudor Trust for their extension to enable us to keep this service running for another three years from April 2023. Our drop in advocate Sue Williams has continued to deliver drop -ins in Ammanford, Carmarthen and Llanelli. She has also reached out, engaging with services for surgeries within the Gwendraeth Valley and also attending outreach events held by connecting Carmarthenshire. This has been a valuable environment to continue to raise awareness of the drop-in service along with all other services AWW provides. A big thank you to Sue for her continuous hard work.

During the end of this reporting period, we had to plan for Sue reducing her hours. As a result, Alison Elford now delivers the Llanelli drop in. This is working well as she is an experienced drop in and community advocate so no disruption to delivery was experienced.

Pembrokeshire Hywel Davies Trust Drop-In Service

Kate and Abi, deliver the Haverfordwest Drop-in service alternative weeks. However, the location of the Haverfordwest drop in did change. The VC gallery had been a very good home for some time but

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unfortunately, they experienced water damage and needed to close for some time. We explored several options but to help support advocates to have easy access to internet, workspace and a private room to see people in we moved the drop into PAVS. This has been working well. Our Tenby and Pembroke Dock drop ins have experienced a couple of staff changes. We initially had Debbie Haughey join the team to deliver this service. However, when she left, we were very pleased to welcome Rebecca Arnold as our drop in advocate once a week. Rebecca has a wide range of experience as she was initially a Pembrokeshire community advocate years ago until she moved across to the IMHA service. It has been good to welcome her back with her wealth of experience.

Kate Bailey - Assistant Manager

Pembrokeshire Service for People with a Learning Disability and Autistic People 2024—2025

It has been a year of development for the service. With the Henry Smith Project funding coming to an end we had to consider how to attract new funding streams to sustain the service.

Following consultation with local service user groups and services we developed a plan for a new Learning disability and Autism drop-in service that could improve and create accessibility for individuals in Pembrokeshire.

We were fortunate to be successful in two separate funding bids for this service which formally commenced in April of this year. The drop-in service is now established in three locations across Pembrokeshire and has been met with a very positive reaction.

Individuals supported in the first quarter this year has increased by 27% in comparison to the same period last year. We can therefore be assured that the model is working and that more people are able to reach us for advocacy support than before.

Following news of these two new grants we were also fortunate that Henry Smith decided to extend the community funding for a further year. This will take the project to the end of 2026 and enable us time to continue to highlight the need for this to be brought into a statutory advocacy offer or to attract rare grant funding to preserve the service into the future.

Shelly Newton, Project Manager

==> picture [168 x 162] intentionally omitted <==

----- Start of picture text -----
"if you didn't speak
up for me they
wouldn't have
listened"
----- End of picture text -----

"Without your support I very likely would not be here. Thank you so much. I meant it. You got me out of a massive hole" “You’ve been incredible”

“Amazing support!”

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Trustees Elaine Lewis, Independent Advocate,
Andy Watters, Chair Carmarthenshire
Carolyn Oakley, Treasurer (resigned July 24) Kate Roberts, Community Advocate,
Jane Kelso, Trustee Pembrokeshire
Helen Butland , Trustee Shelly Newton, LD & AP Advocate
Emlyn Schiavone, Vice-Chair Ceridwen Kabir, Community Advocate
Dan Rosie Ceredigion
Ajay Owen (Sept 24-May 25) Natalie Sen, IMHA/3CIPA Advocate
~~~~~~~~~~~~~~~~~~~ Abi Alexander, Independent Advocate
~~~~~~~~~~~~~~~~~~~ Joanne Davies_,_Client Caseworker
Staff Team Rachel Dillon, LD & AP Advocate
Natasha Fox, Chief Officer Brigit Thurstan, Finance Officer
Kate Bailey, Deputy Manager Alison Elford, Independent Advocate
Sue Blantern, Office Manager/Administrator Daryl Jones, Independent Advocate
Nia Williams, Professional Lead/IMHA, Greg Williams, Independent Advocate
Carmarthenshire (resigned May 24)
Sarah Thomas, IMHA, Carmarthenshire Robert Phillips, Independent Advocate
Sue Williams, Drop in service Advocate Kelly Woodrow, Independent Advocate_( from_
Rebecca Arnold, IMHA Carmarthenshire/ June 24)
Drop In Advocate Debbie Haughey, CCW/Drop in Advocate
(resigned December 24)
Clare Singleton, Community Advocate, Anna Jenkins, Client Caseworker_(from June_
Carmarthenshire 24)
Peggy Spooner, Project Development
Manager

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With thanks to our Funders

Hywel Davies Trust

Charity

11

Advocacy west wales Eiriolaeth Gorllewin Cymru J volde 12

CHARITY REGISTRATION NUMBER: 1172200

REPORTS AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 FOR ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU

L M Griffiths & Co Limited Chartered Certified Accountants 1&2 Merlins Court Winch Lane Haverfordwest Pembrokeshire SA61 1SB

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU FINANCIAL STATEMENTS for the year ended 31 March 2025

CONTENTS

Page
Report of the Trustees 1 - 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Accounts 8 - 12

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES' REPORT 31 March 2025

Structure, Governance and Management

Advocacy West Wales - Eiriolaeth Gorllewin Cymru (AWW-ECG) is a charitable incorporated organisation governed by a Constitution, dated 9 November 2016 and registered with the Charity Commission 1 April 2017 - number 1172200. This was amended on 20th February 2020 following the merger of AWW with EGC. At this point all of the assets, liabilities, services and employees were transferred from EGC to the newly merged charity.

The constitution provides for an executive committee of not less than 4 nor more than 15 members including Chair and Vice-Chair. Of these, not less than 3 and not more than 12 members are to be elected at the annual general meeting and hold office from the conclusion of that meeting. The executive committee may in addition appoint up to a maximum of 4 co-opted members providing that not more than one third of the executive committee is made up of co-opted members.

The executive committee shall hold at least 6 ordinary meetings each year.

History

Advocacy West Wales - Eiriolaeth Gorllewin Cymru was conceived in 1995 from a service users group and started providing advocacy services in 1998.

In March 1998, Advocacy West Wales became a registered charity - number 1068440.

On 1 July 2009, it changed its name from Mental Health Advocacy in Pembrokeshire to Mental Health Advocacy Providers then again On 22 October 2014 to Advocacy West Wales. This change was made to reflect changes and restructuring in the provision and commissioning of services which have led to the provision of advocacy not only in Pembrokeshire but also in the surrounding counties. Upon its merger on 20 February 2020 the charity name was changed to Advocacy West Wales - Eiriolaeth Gorllewin Cymru (AWW-EGC)

Registered Charity 1068440 was dissolved at its AGM Wed 20 September 2017, all assets, services, employees and liabilities of that charity having been transferred 1 April 2018 to Advocacy West Wales, CIO - registered number 1172200.

Objectives and activities for the public benefit

Advocacy West Wales - Eiriolaeth Gorllewin Cymru's objects, as set out in the governing document, are to promote improved mental health and well-being of people of all ages living in West Wales, and those areas of Wales commissioning advocacy in partnership with commissioners in West Wales, through the provision of a range of services including comprehensive independent advocacy, education, training and awareness raising.

The charity carries out these objects by:

The Trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the Charity's aims and objectives and in planning future activities.

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES REPORT 31 March 2025

Achievements and Performance

Advocacy West Wales (AWW) changed its name to Advocacy West Wales - Eiriolaeth Gorllewin Cymru (AWW-EGC) in November 2019

Advocacy West Wales (AWW) has continued the provision of advocacy services to each of the following:

Financial Review

Advocacy West Wales is predominantly reliant on contracts for its services.

Funds were received from:

Welsh Government, Tudor Trust, Hywel Davies Trust, Henry Smith Charity, Pembrokeshire CC, Carmarthenshire CC, Ceredigion CC, National Lottery Awards for All, Postcode Community Trust.

Advocacy West Wales has also been fortunate in attracting a few donations.

Total income for the year was £841,713

Reserves Policy

The current policy is to hold reserves equivalent to:

3 months working capital to accommodate the provision of restricted projects pending the receipt of associated restricted income.

At the end of the financial year, general unrestricted reserves were £129,548 and restricted reserves amounted to £195,516.

Future Developments

We will be looking to secure future funding for Drop In services and people with a learning disability and autistic people services from 2026.

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES' REPORT 31 March 2025

STATEMENT OF TRUSTEES RESPONSIBILITIES

The trustees are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales, the Charities Act 2011, Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed, requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period. In preparing those financial statements the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

ON BEHALF OF THE BOARD

………………………… A Watters, Chairperson

Date: …………………………

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES REPORT

31 March 2025

The trustees are pleased to present their report together with the financial statements of the charity for the year ended 31 March 2023.

REFERENCE & ADMINISTRATIVE DETAILS

Registered Charity number 1172200 Registered office 36/38 High Street, Haverfordwest, Pembrokeshire, SA61 2DA Trustees

Andy Watters Chair Carolyn Oakley Treasurer (resigned 08/07/24) Jane Kelso Helen Butland Emlyn Sciavone Daniel Rosie Ajay Chance Owen September 2024 - May 2025 Accountants L M Griffiths & Co Ltd Chartered Certified Accountants 1&2 Merlins Court, Winch Lane, Haverfordwest, SA61 1SB Bankers CAF Bank Ltd 25 Kings Hill Avenue, Kings Hill, West Malling, Kent

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU

31 March 2025

Independent examiner's report to the trustees of Advocacy West Wales - Eiriolaeth Gorllewin Cymru

I report to the charity trustees on my examination of the accounts of Advocacy West Wales - Eiriolaeth Gorllewin Cymru (the Trust) for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (the Act)

I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I have no concerns and come across no other matters in connection with the examination to which attention should be drawn in this report to enable a proper understanding of the accounts to be reached.

Michael Harries FCCA L M Griffiths & Co Ltd 1&2 Merlins Court Winch Lane Haverfordwest Pembrokeshire SA61 1SB

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU STATEMENT OF FINANCIAL ACTIVITIES for the year ended 31 March 2025

Notes
INCOMING RESOURCES
Voluntary income
3
Investment income
4
Grants & contracts
5
Total incoming resources
RESOURCES EXPENDED
15
Charitable activities
NET INCOMING RESOURCES before transfers
12&13
Net incoming /(outgoing) resources
TOTAL FUNDS CARRIED FORWARD
12
Funds brought forward
RECONCILIATION OF FUNDS
Gross transfers between funds
Total resources expended
Incoming resources from generated funds:
Incoming resources from charitable activities:		 Unrestricted
funds
£
3,508
4,868
-
8,376
77,638
77,638
(69,262)
68,999
(263)
129,811
129,548		 Designated
&
Restricted
funds
£
833,337
-
-
833,337
727,696
727,696
105,641
(68,999)
36,642
158,874
195,516		 Total
funds
2025
£
836,845
4,868
-
841,713
805,334
805,334
36,379
-
36,379
288,685
325,064		 Total
funds
2024
£
733,287
4,548
-
737,835
755,244
755,244
(17,409)
-
(17,409)
306,094
288,685

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU BALANCE SHEET

As at 31 March 2025

Notes Unrestricted
funds
£
FIXED ASSETS
Tangible assets
9
855
855
CURRENT ASSETS
Debtors : Amounts falling due within one year
10
-
Cash at bank and in hand
128,343
128,343
CREDITORS
Amounts falling due within one year
11
-
NET CURRENT ASSETS
128,343
TOTAL ASSETS LESS CURRENT LIABILITIES
129,198
FUNDS
12
Unrestricted funds
129,548
Restricted funds
-
TOTAL FUNDS
129,548		 Restricted
income
funds
£
4,843
4,843
-
208,563
208,563
17,540
191,023
195,866
-
195,516
195,516		 Total this
year
2025
£
5,698
5,698
-
336,906
336,906
17,540
319,366
325,064
129,548
195,516
325,064		 Total last
year
2024
£
525
525
-
308,928
308,928
20,768
288,160
288,685
129,811
158,874
288,685

The financial statements were approved by the trustees on and were signed on its behalf by:

A Watters, Chair

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

1 Basis of preparation

1.1 Basis of accounting

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and Republic of Ireland and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

1.2 Change in basis of accounting

There has been no change to the accounting policies (valuation rules and methods of accounting) since last year.

1.3 Changes to previous accounts

No changes have been made to accounts for previous years.

2 Accounting policies

2.1 Incoming resources
Recognition of incoming These are included in the Statement of Financial Activities (SoFA) when:
resources  the charity becomes entitled to the resources;
 the trustees are virtually certain they will receive the resources; and
 the monetary value can be measured with sufficient reliability.
Incoming resources with Where incoming resources have related expenditure (as with fundraising or
related expenditure contract income) the incoming resources and related expenditure are reported
gross in the SoFA.
Grants and donations Grants and donations are only included in the SoFA when the charity has
unconditional entitlement to the resources.
Tax reclaims on donations Incoming resources from tax reclaims are included in the SoFA at the same time
and gifts as the gift to which they relate.
Contractual income and This is only included in the SoFA once the related goods or services have been
performance related grants delivered.
Gifts in kind Gifts in kind are accounted for at a reasonable estimate of their value to the
charity or the amount actually realised.
Gifts in kind for sale or distribution are included in the accounts as gifts only
when sold or distributed by the charity.
Gifts in kind for use by the charity are included in the SoFA as incoming
resources when receivable.
Donated services and facilities
These are only included in incoming resources (with an equivalent amount in
resources expended) where the benefit to the charity is reasonably quantifiable,
measurable and material_._The value placed on these resources is the
estimated value to the charity of the service or facility received.
Volunteer help The value of any voluntary help received is not included in the accounts but is
described in the trustees’ annual report.
Investment income This is included in the accounts when receivable.
Investment gains and losses This includes any gain or loss on the sale of investments and any gain or loss
resulting from revaluing investments to market value at the end of the year.
2.2 Expenditure & liabilities
Liability recognition Liabilities are recognised as soon as there is a legal or constructive obligation
committing the charity to pay out resources.
Governance costs Include costs of the preparation and examination of statutory accounts, the
costs of trustee meetings and cost of any legal advice to trustees on governance
or constitutional matters.
2.3 Assets
Tangible fixed assets for use These are capitalised if they can be used for more than one year, and cost at
by charity least £100. They are valued at cost or a reasonable value on receipt.
Depreciation is provided at the following annual rates in order to write off each
asset over its estimated useful life.
Fixture and fittings - 10 % Straight Line
Computer equipment - 33 % Straight Line

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

3
VOLUNTARY INCOME
Unrestricted
Designated
& Restricted
Total
Funds
Funds
£
£
£
Other income
3,508 -
3,508
3,508 -
3,508
4
INVESTMENT INCOME
2025
£
Deposit account interest
4,868
5
GRANTS & CONTRACTS
Unrestricted
Designated
& Restricted
Total
Funds
Funds
£
£
£
Community
-
238,141
238,141
Community C
-
-
-
Community Ceredigion
-
-
-
Henry Smith
-
105,000
105,000
IMHA
-
197,250
197,250
CIPA
-
262,946
262,946
Tudor
-
30,000
30,000
Hywel Davies Trust
-
-
-
- 833,337
833,337
6
NET INCOMING/(OUTGOING) RESOURCES
2025
£
Net resources are stated after charging:
Accountancy fees
1,500
Depreciation
3,401
7
TRUSTEES' REMUNERATION AND BENEFITS
2025
£
Trustees' expenses
-
Number of trustees receiving expenses
-
There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor
ended 31 March 2024.
2025
2025		 2024
Total
£
92
92
2024
£
4,548
2024
Total
£
73,812
91,753
50,084
60,000
197,250
228,296
32,000
-
733,195
2024
£
1,452
2,117
2024
£
-
-
for the year

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

8
STAFF COSTS
Wages and salaries
The average monthly number of employees during the year was as follows:
Full time (based on 30 hours per week)
Part time
There were no employees with salaries in excess of £60,000		 2025
£
589,477
2025
13
10
23		 2024
£
545,578
2024
13
9
22
9
Fixtures
and fittings
£
COST
At 1 April 2024
1,190
Additions
-
At 31 March 2025
1,190
DEPRECIATION
At 1 April 2024
1,190
Charge for year
-
At 31 March 2025
1,190
NET BOOK VALUE
At 31 March 2025
-
At 31 March 2024
-
10
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Amounts falling due within one year:
11
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Accruals
Other creditors
TANGIBLE FIXED ASSETS		 Computer
equipment
£
27,713
8,575
36,288
27,188
3,401
30,589
5,699
525
2025
£
-
-
2025
£
1,500
16,040
17,540		 Total
£
28,903
8,575
37,478
28,378
3,401
31,779
5,699
525
2024
£
-
-
2024
£
1,452
19,316
20,768

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

12 MOVEMENT IN FUNDS

At 01.04.24
Funds
brought
forward at
01.04.24
£
Unrestricted funds
General fund
-
129,811
Restricted funds
Restricted income funds
-
158,874
TOTAL FUNDS
-
288,685
Net movements in funds, included in the above are as follows:
Unrestricted funds
General fund
Restricted funds
Restricted income funds
TOTAL FUNDS		 Net
movement in
funds
£
(69,262)
105,641
36,379
Incoming
resources
£
8,376
833,337
841,713		 Transfers
between
funds
£
68,999
(68,999)
-
Resources
expended
£
77,638
727,696
805,334		 At 31.03.25
£
129,548
195,516
325,064
Movement
in funds
£
(69,262)
105,641
36,379

13 TRANSFERS BETWEEN FUNDS

Transfers were made from CIPA, Community, Tudor Trust, Henry Smith, Hywel Davies and IMHA to unrestricted income by way of a charge made to restricted funds for central support services

14 FUND DEFICITS

As at the year end 31 March 2025, no funds were in a deficit position

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

31 March 2025
15 DETAILED ANALYSIS OF STATEME
INCOMING RESOURCES
Voluntary & other income
Government Grants
Investment income
Total incoming resources
RESOURCES EXPENDED
Charitable activities
Salaries & wages
Partnerships
Travel expenses
Training / Recruitment
CRB Checks
Subscriptions
Support costs
Salaries & wages
Training
Rent & rates
Room hire
Insurance
Telephone
Postage, stationery & advertising
Website & computing costs
Equipment
Access to work
Sundries
Professional fees
Bank charges
AGM/Staff welfare
Accountancy
Trustees' expenses
Depreciation
Total resources expended
NET INCOMING/OUTGOING
RESOURCES before transfers
Gross transfers between funds
Net incoming/(outgoing) resources
Funds brought forward
Funds carried forward		 NT
 OF FINANCI
Reserves
£
3,508
-
4,868
8,376
55,734
269
1,200
67
164
57,434
511
4,425
25
3,892
888
230
2,997
36
3,283
60
1,155
1,500
1,202
20,204
77,638
(69,262)
68,999
-
129,811
129,548
Unrestricted		 AL ACTIVITIES
Community
£
238,141
-
238,141
174,935
6,653
75
266
181,929
14,534
3,354
403
1,008
3,071
294
4,171
138
778
16
27,767
209,696
28,445
(6,670)
-
28,565
50,340
Community
Restricte		 Community-
Ceredigion
IMHA
£
197,250
-
-
197,250
146,591
5,289
225
108
-
152,213
12,038
3,500
98
860
2,703
168
3,588
5
662
5
823
-
24,450
-
176,663
-
20,587
(3,716)
(23,670)
3,716
24,359
-
21,276
d Funds		 Henry Smith
105,000
-
105,000
44,820
502
45,322
5,187
1,260
18
1,023
48
1,162
215
25
135
9,073
54,395
50,605
(6,000)
3,033
47,638		 Hywel
Davies
Trust
CIPA
Tudor
£
£
2,995
-
259,951
30,000
-
-
-
-
262,946
30,000
17,266
74,498
24,264
134,640
1,133
3,508
860
15
15
13
58
18,399
212,674
25,197
1,221
16,047
1,831
1,365
1,680
403
7
157
9
465
464
1,482
594
20
160
83
414
2,167
328
13
83
328
110
1,241
4,815
22,499
3,358
23,214
235,173
28,555
(23,214)
27,773
1,445
(3,958)
(8,557)
(3,000)
-
75,347
7,156
3,270
48,175
26,372
1,715		 2025
Total funds
£
6,503
830,342
4,868
841,713
538,108
134,640
18,214
1,530
512
164
693,168
51,369
-
15,987
717
6,225
10,225
1,003
14,827
192
-
-
5,459
60
1,201
1,500
-
3,401
112,166
805,334
36,379
-
36,379
288,685
325,064		 2024
Total funds
£
92
733,195
4,548
737,835
491,885
133,873
16,770
1,572
326
200
644,626
53,693
993
15,674
835
5,441
13,069
980
7,689
496
66
8
6,914
60
1,131
1,452
-
2,117
110,618
755,244
(17,409)
-
(17,409)
306,094
288,685

Carms
£
-
-
-
-
-
(13,428)
-
13,428
-

CHARITY REGISTRATION NUMBER: 1172200

REPORTS AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 FOR ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU

L M Griffiths & Co Limited Chartered Certified Accountants 1&2 Merlins Court Winch Lane Haverfordwest Pembrokeshire SA61 1SB

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU FINANCIAL STATEMENTS for the year ended 31 March 2025

CONTENTS

Page
Report of the Trustees 1 - 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Accounts 8 - 12

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES' REPORT 31 March 2025

Structure, Governance and Management

Advocacy West Wales - Eiriolaeth Gorllewin Cymru (AWW-ECG) is a charitable incorporated organisation governed by a Constitution, dated 9 November 2016 and registered with the Charity Commission 1 April 2017 - number 1172200. This was amended on 20th February 2020 following the merger of AWW with EGC. At this point all of the assets, liabilities, services and employees were transferred from EGC to the newly merged charity.

The constitution provides for an executive committee of not less than 4 nor more than 15 members including Chair and Vice-Chair. Of these, not less than 3 and not more than 12 members are to be elected at the annual general meeting and hold office from the conclusion of that meeting. The executive committee may in addition appoint up to a maximum of 4 co-opted members providing that not more than one third of the executive committee is made up of co-opted members.

The executive committee shall hold at least 6 ordinary meetings each year.

History

Advocacy West Wales - Eiriolaeth Gorllewin Cymru was conceived in 1995 from a service users group and started providing advocacy services in 1998.

In March 1998, Advocacy West Wales became a registered charity - number 1068440.

On 1 July 2009, it changed its name from Mental Health Advocacy in Pembrokeshire to Mental Health Advocacy Providers then again On 22 October 2014 to Advocacy West Wales. This change was made to reflect changes and restructuring in the provision and commissioning of services which have led to the provision of advocacy not only in Pembrokeshire but also in the surrounding counties. Upon its merger on 20 February 2020 the charity name was changed to Advocacy West Wales - Eiriolaeth Gorllewin Cymru (AWW-EGC)

Registered Charity 1068440 was dissolved at its AGM Wed 20 September 2017, all assets, services, employees and liabilities of that charity having been transferred 1 April 2018 to Advocacy West Wales, CIO - registered number 1172200.

Objectives and activities for the public benefit

Advocacy West Wales - Eiriolaeth Gorllewin Cymru's objects, as set out in the governing document, are to promote improved mental health and well-being of people of all ages living in West Wales, and those areas of Wales commissioning advocacy in partnership with commissioners in West Wales, through the provision of a range of services including comprehensive independent advocacy, education, training and awareness raising.

The charity carries out these objects by:

The Trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the Charity's aims and objectives and in planning future activities.

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES REPORT 31 March 2025

Achievements and Performance

Advocacy West Wales (AWW) changed its name to Advocacy West Wales - Eiriolaeth Gorllewin Cymru (AWW-EGC) in November 2019

Advocacy West Wales (AWW) has continued the provision of advocacy services to each of the following:

Financial Review

Advocacy West Wales is predominantly reliant on contracts for its services.

Funds were received from:

Welsh Government, Tudor Trust, Hywel Davies Trust, Henry Smith Charity, Pembrokeshire CC, Carmarthenshire CC, Ceredigion CC, National Lottery Awards for All, Postcode Community Trust.

Advocacy West Wales has also been fortunate in attracting a few donations.

Total income for the year was £841,713

Reserves Policy

The current policy is to hold reserves equivalent to:

3 months working capital to accommodate the provision of restricted projects pending the receipt of associated restricted income.

At the end of the financial year, general unrestricted reserves were £129,548 and restricted reserves amounted to £195,516.

Future Developments

We will be looking to secure future funding for Drop In services and people with a learning disability and autistic people services from 2026.

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES' REPORT 31 March 2025

STATEMENT OF TRUSTEES RESPONSIBILITIES

The trustees are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales, the Charities Act 2011, Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed, requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period. In preparing those financial statements the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

ON BEHALF OF THE BOARD

………………………… A Watters, Chairperson

Date: …………………………

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU TRUSTEES REPORT

31 March 2025

The trustees are pleased to present their report together with the financial statements of the charity for the year ended 31 March 2023.

REFERENCE & ADMINISTRATIVE DETAILS

Registered Charity number 1172200 Registered office 36/38 High Street, Haverfordwest, Pembrokeshire, SA61 2DA Trustees

Andy Watters Chair Carolyn Oakley Treasurer (resigned 08/07/24) Jane Kelso Helen Butland Emlyn Sciavone Daniel Rosie Ajay Chance Owen September 2024 - May 2025 Accountants L M Griffiths & Co Ltd Chartered Certified Accountants 1&2 Merlins Court, Winch Lane, Haverfordwest, SA61 1SB Bankers CAF Bank Ltd 25 Kings Hill Avenue, Kings Hill, West Malling, Kent

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU

31 March 2025

Independent examiner's report to the trustees of Advocacy West Wales - Eiriolaeth Gorllewin Cymru

I report to the charity trustees on my examination of the accounts of Advocacy West Wales - Eiriolaeth Gorllewin Cymru (the Trust) for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (the Act)

I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I have no concerns and come across no other matters in connection with the examination to which attention should be drawn in this report to enable a proper understanding of the accounts to be reached.

Michael Harries FCCA L M Griffiths & Co Ltd 1&2 Merlins Court Winch Lane Haverfordwest Pembrokeshire SA61 1SB

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU STATEMENT OF FINANCIAL ACTIVITIES for the year ended 31 March 2025

Notes
INCOMING RESOURCES
Voluntary income
3
Investment income
4
Grants & contracts
5
Total incoming resources
RESOURCES EXPENDED
15
Charitable activities
NET INCOMING RESOURCES before transfers
12&13
Net incoming /(outgoing) resources
TOTAL FUNDS CARRIED FORWARD
12
Funds brought forward
RECONCILIATION OF FUNDS
Gross transfers between funds
Total resources expended
Incoming resources from generated funds:
Incoming resources from charitable activities:		 Unrestricted
funds
£
3,508
4,868
-
8,376
77,638
77,638
(69,262)
68,999
(263)
129,811
129,548		 Designated
&
Restricted
funds
£
833,337
-
-
833,337
727,696
727,696
105,641
(68,999)
36,642
158,874
195,516		 Total
funds
2025
£
836,845
4,868
-
841,713
805,334
805,334
36,379
-
36,379
288,685
325,064		 Total
funds
2024
£
733,287
4,548
-
737,835
755,244
755,244
(17,409)
-
(17,409)
306,094
288,685

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU BALANCE SHEET

As at 31 March 2025

Notes Unrestricted
funds
£
FIXED ASSETS
Tangible assets
9
855
855
CURRENT ASSETS
Debtors : Amounts falling due within one year
10
-
Cash at bank and in hand
128,343
128,343
CREDITORS
Amounts falling due within one year
11
-
NET CURRENT ASSETS
128,343
TOTAL ASSETS LESS CURRENT LIABILITIES
129,198
FUNDS
12
Unrestricted funds
129,548
Restricted funds
-
TOTAL FUNDS
129,548		 Restricted
income
funds
£
4,843
4,843
-
208,563
208,563
17,540
191,023
195,866
-
195,516
195,516		 Total this
year
2025
£
5,698
5,698
-
336,906
336,906
17,540
319,366
325,064
129,548
195,516
325,064		 Total last
year
2024
£
525
525
-
308,928
308,928
20,768
288,160
288,685
129,811
158,874
288,685

The financial statements were approved by the trustees on and were signed on its behalf by:

A Watters, Chair

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

1 Basis of preparation

1.1 Basis of accounting

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and Republic of Ireland and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

1.2 Change in basis of accounting

There has been no change to the accounting policies (valuation rules and methods of accounting) since last year.

1.3 Changes to previous accounts

No changes have been made to accounts for previous years.

2 Accounting policies

2.1 Incoming resources
Recognition of incoming These are included in the Statement of Financial Activities (SoFA) when:
resources  the charity becomes entitled to the resources;
 the trustees are virtually certain they will receive the resources; and
 the monetary value can be measured with sufficient reliability.
Incoming resources with Where incoming resources have related expenditure (as with fundraising or
related expenditure contract income) the incoming resources and related expenditure are reported
gross in the SoFA.
Grants and donations Grants and donations are only included in the SoFA when the charity has
unconditional entitlement to the resources.
Tax reclaims on donations Incoming resources from tax reclaims are included in the SoFA at the same time
and gifts as the gift to which they relate.
Contractual income and This is only included in the SoFA once the related goods or services have been
performance related grants delivered.
Gifts in kind Gifts in kind are accounted for at a reasonable estimate of their value to the
charity or the amount actually realised.
Gifts in kind for sale or distribution are included in the accounts as gifts only
when sold or distributed by the charity.
Gifts in kind for use by the charity are included in the SoFA as incoming
resources when receivable.
Donated services and facilities
These are only included in incoming resources (with an equivalent amount in
resources expended) where the benefit to the charity is reasonably quantifiable,
measurable and material_._The value placed on these resources is the
estimated value to the charity of the service or facility received.
Volunteer help The value of any voluntary help received is not included in the accounts but is
described in the trustees’ annual report.
Investment income This is included in the accounts when receivable.
Investment gains and losses This includes any gain or loss on the sale of investments and any gain or loss
resulting from revaluing investments to market value at the end of the year.
2.2 Expenditure & liabilities
Liability recognition Liabilities are recognised as soon as there is a legal or constructive obligation
committing the charity to pay out resources.
Governance costs Include costs of the preparation and examination of statutory accounts, the
costs of trustee meetings and cost of any legal advice to trustees on governance
or constitutional matters.
2.3 Assets
Tangible fixed assets for use These are capitalised if they can be used for more than one year, and cost at
by charity least £100. They are valued at cost or a reasonable value on receipt.
Depreciation is provided at the following annual rates in order to write off each
asset over its estimated useful life.
Fixture and fittings - 10 % Straight Line
Computer equipment - 33 % Straight Line

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

3
VOLUNTARY INCOME
Unrestricted
Designated
& Restricted
Total
Funds
Funds
£
£
£
Other income
3,508 -
3,508
3,508 -
3,508
4
INVESTMENT INCOME
2025
£
Deposit account interest
4,868
5
GRANTS & CONTRACTS
Unrestricted
Designated
& Restricted
Total
Funds
Funds
£
£
£
Community
-
238,141
238,141
Community C
-
-
-
Community Ceredigion
-
-
-
Henry Smith
-
105,000
105,000
IMHA
-
197,250
197,250
CIPA
-
262,946
262,946
Tudor
-
30,000
30,000
Hywel Davies Trust
-
-
-
- 833,337
833,337
6
NET INCOMING/(OUTGOING) RESOURCES
2025
£
Net resources are stated after charging:
Accountancy fees
1,500
Depreciation
3,401
7
TRUSTEES' REMUNERATION AND BENEFITS
2025
£
Trustees' expenses
-
Number of trustees receiving expenses
-
There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor
ended 31 March 2024.
2025
2025		 2024
Total
£
92
92
2024
£
4,548
2024
Total
£
73,812
91,753
50,084
60,000
197,250
228,296
32,000
-
733,195
2024
£
1,452
2,117
2024
£
-
-
for the year

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

8
STAFF COSTS
Wages and salaries
The average monthly number of employees during the year was as follows:
Full time (based on 30 hours per week)
Part time
There were no employees with salaries in excess of £60,000		 2025
£
589,477
2025
13
10
23		 2024
£
545,578
2024
13
9
22
9
Fixtures
and fittings
£
COST
At 1 April 2024
1,190
Additions
-
At 31 March 2025
1,190
DEPRECIATION
At 1 April 2024
1,190
Charge for year
-
At 31 March 2025
1,190
NET BOOK VALUE
At 31 March 2025
-
At 31 March 2024
-
10
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Amounts falling due within one year:
11
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Accruals
Other creditors
TANGIBLE FIXED ASSETS		 Computer
equipment
£
27,713
8,575
36,288
27,188
3,401
30,589
5,699
525
2025
£
-
-
2025
£
1,500
16,040
17,540		 Total
£
28,903
8,575
37,478
28,378
3,401
31,779
5,699
525
2024
£
-
-
2024
£
1,452
19,316
20,768

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

12 MOVEMENT IN FUNDS

At 01.04.24
Funds
brought
forward at
01.04.24
£
Unrestricted funds
General fund
-
129,811
Restricted funds
Restricted income funds
-
158,874
TOTAL FUNDS
-
288,685
Net movements in funds, included in the above are as follows:
Unrestricted funds
General fund
Restricted funds
Restricted income funds
TOTAL FUNDS		 Net
movement in
funds
£
(69,262)
105,641
36,379
Incoming
resources
£
8,376
833,337
841,713		 Transfers
between
funds
£
68,999
(68,999)
-
Resources
expended
£
77,638
727,696
805,334		 At 31.03.25
£
129,548
195,516
325,064
Movement
in funds
£
(69,262)
105,641
36,379

13 TRANSFERS BETWEEN FUNDS

Transfers were made from CIPA, Community, Tudor Trust, Henry Smith, Hywel Davies and IMHA to unrestricted income by way of a charge made to restricted funds for central support services

14 FUND DEFICITS

As at the year end 31 March 2025, no funds were in a deficit position

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU NOTES TO THE ACCOUNTS 31 March 2025

31 March 2025
15 DETAILED ANALYSIS OF STATEME
INCOMING RESOURCES
Voluntary & other income
Government Grants
Investment income
Total incoming resources
RESOURCES EXPENDED
Charitable activities
Salaries & wages
Partnerships
Travel expenses
Training / Recruitment
CRB Checks
Subscriptions
Support costs
Salaries & wages
Training
Rent & rates
Room hire
Insurance
Telephone
Postage, stationery & advertising
Website & computing costs
Equipment
Access to work
Sundries
Professional fees
Bank charges
AGM/Staff welfare
Accountancy
Trustees' expenses
Depreciation
Total resources expended
NET INCOMING/OUTGOING
RESOURCES before transfers
Gross transfers between funds
Net incoming/(outgoing) resources
Funds brought forward
Funds carried forward		 NT
 OF FINANCI
Reserves
£
3,508
-
4,868
8,376
55,734
269
1,200
67
164
57,434
511
4,425
25
3,892
888
230
2,997
36
3,283
60
1,155
1,500
1,202
20,204
77,638
(69,262)
68,999
-
129,811
129,548
Unrestricted		 AL ACTIVITIES
Community
£
238,141
-
238,141
174,935
6,653
75
266
181,929
14,534
3,354
403
1,008
3,071
294
4,171
138
778
16
27,767
209,696
28,445
(6,670)
-
28,565
50,340
Community
Restricte		 Community-
Ceredigion
IMHA
£
197,250
-
-
197,250
146,591
5,289
225
108
-
152,213
12,038
3,500
98
860
2,703
168
3,588
5
662
5
823
-
24,450
-
176,663
-
20,587
(3,716)
(23,670)
3,716
24,359
-
21,276
d Funds		 Henry Smith
105,000
-
105,000
44,820
502
45,322
5,187
1,260
18
1,023
48
1,162
215
25
135
9,073
54,395
50,605
(6,000)
3,033
47,638		 Hywel
Davies
Trust
CIPA
Tudor
£
£
2,995
-
259,951
30,000
-
-
-
-
262,946
30,000
17,266
74,498
24,264
134,640
1,133
3,508
860
15
15
13
58
18,399
212,674
25,197
1,221
16,047
1,831
1,365
1,680
403
7
157
9
465
464
1,482
594
20
160
83
414
2,167
328
13
83
328
110
1,241
4,815
22,499
3,358
23,214
235,173
28,555
(23,214)
27,773
1,445
(3,958)
(8,557)
(3,000)
-
75,347
7,156
3,270
48,175
26,372
1,715		 2025
Total funds
£
6,503
830,342
4,868
841,713
538,108
134,640
18,214
1,530
512
164
693,168
51,369
-
15,987
717
6,225
10,225
1,003
14,827
192
-
-
5,459
60
1,201
1,500
-
3,401
112,166
805,334
36,379
-
36,379
288,685
325,064		 2024
Total funds
£
92
733,195
4,548
737,835
491,885
133,873
16,770
1,572
326
200
644,626
53,693
993
15,674
835
5,441
13,069
980
7,689
496
66
8
6,914
60
1,131
1,452
-
2,117
110,618
755,244
(17,409)
-
(17,409)
306,094
288,685

Carms
£
-
-
-
-
-
(13,428)
-
13,428
-