Year end accounts Fylde Coast Advice and Legal Centre Forthe year ended 30 June 2024 Contents Trustees Report Independent Examiner's Report to the Trustees Income and Expenditure Account Balance Sheet Notes to the income and expenditUTe account Yearend atcout)ts Fylde Coa5tAdvice and LegalCer*tre Page2019 Trustees Report Fylde Coast Advice and Legal Centre Forthe yearended 30 June 2024 Report of the trustees for the year ending 30 June 2024 The trustee5, present the annual reporttogetherwith the financial statements and independent examiner's report of the charity forthe year ended 30th June 2024. REFERENCE ANDADMINISTRATIVE DETAILS R•glster•d name: Fylde CoastAthfice and Legal Centre Charity number: 1172655 Prlnclpal office: Unit 8. BlackpoolTechnology Centre. Faraday Way, Blackp¢)ol Trustees The trustees manage the charity on a day to day basis. The trustees se￿Ingthe charlty are as follows: Ms Carole Leary Trustee and Chair Resigned November 2023 Mr Martin Mitchell Trnstee and Acting Chair Acting Chair December2023- November 2024 Appointed as Chair November 2024 Mr Kendrick Fowler Trustee and Chair Ms Jodie Trembles Trustee and Treasurer Ms Amanda Williamson Trustee Resigned March 2024 Rev Richard Cartmell Trustee Resigned February 2024 M5 Angela Brooke-steel Trustee Mrs Deborah Heywood Trustee Resigned March 2024 Mr Paul Greatorex Trustee Mrjohn Blott Trustee Ms Holly Swales Trustee Ms Jill Threlfall Trustee l Appointed April 2025 Appointed April 2025 Mrchristopher Baugh Trustee Dr Ronald Heywood Trustee Appointed April 2025 Public benefit The trustees have complied with the duty in section 17151 of the 2011 Charities Act to have due regard to guidance published by the Charity Commission on public benefit. Yeirend accounts Fylde CoastAdviceand Legalcentre Pa8t3 of9 Twstees Report STRUCTURE, GOVERNANCEAND MANAGEMENT Governing document The charity is a Charitable Incorporated Organisation and is governed by its Constitution. dated 20th April 2017, which sets out the objects and powers of the charity. Recruitment and appointment of trustees and members Atthe AGM of the CIO. member5 of the orgaDisatt"on can nominate persons to stand forelection as a Trustee. To keep consistency. one third ofTrustees are re-elected at each AGM. The Trustees have powerto co-opt prospective Trustees between AGM5 and are invited to serve as Trustees bythe executive comrnittee based on their expression of interest in the objects of the charity. They are then voted on bythe Trustees at a meeting. OBJECTIVES AND ACTIVITIES The objects and principal activities ofthe charity are: a) to relieve poor pe￿On5 in the boroughs of Blackpool. Fylde and Wyre and in the cities of Lancaster and Preston (the designated areal by providingsuch person5 Wlth legal seNices which they could not otherwise obtain through the lack of means bl the advancement of education among persons resident or working in the designated area ACHIEVEMENTS, PERFORMANCEAND PLANS FOR FUTURE PERIODS Blackpool and the Fylde Coast continues to be an area of deprivation with signiflcant housing, welfare and debt issues, in need of the services offered by the charity. Since the year end, the charity has been reviewing it's direction goingforward, to provide the netessary setvices of public benefit and to meetthe specific needs of the area. Avolunteerwho is reviewingthe issues in the 81ackpool area as part of her PHD research is providing important insight into the local i￿￿e$ arising and gaps in advice, in particular in relation to housing and debt advice. Thisvolunteer is reporting her findings to the Trustees and the Trustees are usingthi5 insightful information to assist with reviewing the provision of services required in the area, the gaps in these services which can be addressed by the charity. and the approach to addressing these issues goingfo￿ard through an improved service dedicated to helpingthose who are strugglingto find the appropriate advice and resolution to theirongoing housing and debt issues. In addition. the Trustees have been undertaking a review of training and govemance. with the intention to updatingand increasing the skills of the Trustee5 and volunteersto eftsure the best possible advice and offering of services goingforward. The charity continues to maintain, improve and build upon good partnership networks, with a view to incorporating these in the charity's new action masterplan of services offered going fonNard. Yearend accounts Fyide CoasiAdvlceand Legal Centre Page4of9 Trustee5Report FINANCIAL REVIEW The results forthe year and the charity's financial position at the end of the year are shown in the attached financial statements. Incoming resources for the year ended 30th June 2024 totalled £45.195. Overall expenditure in the year amounted to £45,489. resulting in a deficit position of £294forthe year ended 30th June 2024. ReseNes caffied fotward atthe year end date In total stand at £4.023, beingwholly unrestricted ￿selVes. Reserves policy The charity aims to increase reserves to approximately 6 month's minimal base level expenditure, in the region of £IO.000. to enable the Charity to remain operational Should there be an unexpected fall in grants and donations received or any other urbforeseen circumstance. RESPONSIBILITIES OF THE TRUSTEES The Charity trustees are re5pon5iblefor preparing a trustees, annual report and financial statements in accordance wlth United Kingdom Accounting Standards (United Kingdom Generally Accepted Accountlng Practice) and applicable law and regulations. The law applicable to charities requires the charty trustees to prepare financiol statementsfor each financial year whlch give a true and falrview of the state of affair5 Of the charity and of the incoming resources and application of resource5 of the charlty forthat period. In preparing the financial ststement5. the tNstees are required to: select suitable accounting policies and then apply them tonsistently; observe the methods and principle5 in the Charities SORP- makeludgements and estimates that are reasonable and prudent; state whether applicable UK accounting standards have been followed. subjectto any material departures disc105ed and explained in the financial statements- and prepare the financial statements on the goingconcem basis unless it is inappropriate to presume thatthe charity will continue in business. The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to en5vrethat the financial statements comply with the Ch3ritiesAct 2011, the applicable Charities IAccounts and Report51 Regulations, and the provisions of the constitution. The trustees are also responsible for safeguardingthe assets ofthe charity and hence for taking reasonable Steps forthe prevention and detection of fraud and other irregularities. Approved by the trustees of the charity on 29th April 2025 and signed on its behalf by: Miss J Trembles Treasurer Yearend accounts Fylde CoastAd￿ce and Lwl Centre PaEe50f9 Independent Examiner's Report to the Trustees Fylde Coast Advice and Legal Centre Fortheyear ended 30 June 2024 We report on the accounts of the charity for the year ended 30th June 2024, which are set out on pages 5 to 7. Respecttve responslbilities of Trustee5 and Examlner The charity's tnistees are respon51ble forthe preparation of the accounts. The charity's trustees considerthat an audit is not required forthis year under section 144 of the Charities Act 2011 Ithe 2011 Act) and that an independent examination is needed. It is our responsibility to: examine the accounts under section 145 of the 2011 A to follow the Procedures laid down in the General Directions given bythe Charity Commisslon undersection 1451511bl of the 2011 Act,. and to state whether particular matters have come to ourattention. Basisof Independent Examiner's Report Our examination was carried out in accordance with the General Directions given by the Charity Commlssion. An examination includes a review of the accounting records kept by the Charity and a comparison of the accounts presented with those record5. It also in¢ludes consideration of any unusual items or d15¢1osures in the accounts, and the seeklng of explanations from you as Trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whetherthe accounts present a'true and fair view, 2nd the report is limited to those matters set out in the ststement below. Independent Examiner'sstatement In connection with our examination. no matter5 have come to our attention l. Which would give us reasonable cause to believethat in any material respect the requirements to keep accounting record5 in zcc¢rdance with Section 130 ofthe 2011 Act: and to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the 2011 Act have not been met: or 2. To which. in our opinlon, attention should be drawn In orderto enable a proper understanding of the accountsto be reached. MsSGrimshaw 29th April 2025 49 Marton Drive, Blackpool Yearend acrounts Fyide CoastAdvice and Legal Cerbtre Pa8e6 of9 Income and Expenditure Account Fylde Coast Advice and Legal Centre Forthe year ended 30 June 2024 TUDOA TRUST- 2023RESTRICTED FUND GENERAL VNREsfRicfED FUND 2024 2023 Incomin Donations received resources 319 319 2,716 40,000 Grants recelved 30,000 30,000 13,107 1,769 Legal Aid Services Othei Revenue 13,107 11,271 1,769 2,079 Totsl Irbcomrn¥ rèsourtès 45.195 45.195 56,066 Ex enditure Personnelex nditu Salarles 1.224 233 23.457 26,934 Training and referenee materlals Travel Totsl Personnel expenditure 61 61 818 439 22,733 439 512 28,264 1224 23?57 Premisesex ndltur• Rent 8,168 8,168 7,144 LS8ht. heat and water Repaits& Maintenance Total Premlses expendlture 480 480 707 610 8.648 8,461 Admlnistration ex enditure Advertlsing Printin& stationeryand p05tsge Telephone & Internet IT50￿are and Consumables 271 271 310 956 956 715 2.625 2,625 2287 3,582 3.582 3,018 Sub5cription5 and memberships Professional lees 1,036 1,129 242 1,036 1,129 8,551 General Expenses Insurance 242 2,621 2.621 423 2,540 Bank Fees TotaiAdmln1￿rat1On expenditure 423 507 12,885 20.911 Totsl Expenditurè 1224 44.265 45.489 57,636 Net Income l (expenditvre) for the year {1,2241 930 1294) 11,5701 TUDOR TRUST- 2023 RESTRICTED FUND GÉNERAL UNRESTRICTED FUND 2024 2023 Net funds carried forward Funds brought foThvard Net income I lexpendlturel forthe year Total M￿lundS carried forward 1224 11,2241 3,093 4,317 12941 4,023 5,887 115701 4.317 930 4.023 Yearend actoun Fylde Coa5tAdvice and Legal CentFE Page7019 Balance Sheet Fylde Coast Advice and Legal Centre As at 30 June 2024 30JUN 2C124 30 JUN2023 Assets Fixed Assets offi￿ Equipment Fixtures & fittings Total FlxedAssets 11,291 335 11,291 335 11.626 11.626 CurrentA55ets Cash at bank and in hand Total CurrèntAsséts 91 66 91 TotalA5sets 11,717 11,692 Liabilities Current Liabilities VAT 328 Loa 7367 7J67 TSB current account Tot?ICurrent Llab115tSes 7,695 7J75 Total Liabilities 7,695 7,37S Net Assets 4.023 4,317 Funds Unrestrlcted funds 4,023 3,093 Restricted Funds 1224 Total Funds 4,023 4,317 These financial ststements were approved by the board of trustees on 29th April 2025 and are signed on thelr behalf by.. AL. Miss J Trembles Trustee Yearend accounts FyldeCoastAdvlce3nd Legalcentre Page8of9 Notes to the income and expenditure account Fylde CoastAdvice and Legal Centre Forthe year ended 30 June 2024 l. Accounting policies The accounting policies adopted are regularly reviewed to ensure thatthey remain the most appropriate forthe circumstances of thls Charitable Incorporated Organisation. Thefinancial ststements have been prepared on a receipts and payments basis, underthe historical cost convention. Income is recognised when it is received. Expenditure is recognised when it is paid. 2. Grants received Grants received during the year were: 2024 2023 TudorTrust Restrirted 40,000 TudorTrust Unrestricted 30.000 Total 30.000 40,000 3. Trustees expenses No amounts were paid to Trustees duringthe year. Yearend accounts Fyide CoastAdvice and Le8alCentre Pa8e9of9