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2024-03-31-accounts

The Include Project REGISTERED CHARITY NUMBER: 1177785

REPORT OF THE TRUSTEES and UNAUDITED FINANCIAL STATEMENTS

for the year ended 31 MARCH 2024

for

THE INCLUDE PROJECT

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Contents of the Report & Financial Statements

Report Of The Trustees 3
Objectives And Activities 3
Achievement And Performance 5
Financial Review 13
Structure, Governance And Management 14
Reference And Administrative Details 16
Independent Examiner's Report To The Trustees 17
Statement Of Financial Activities 18
Balance Sheet 19
Notes To The Financial Statements 21
Detailed Statement Of Financial Activities 34

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report Of the Trustees

The Trustees present their report with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provisions of the Charities SORP (FRS 102) (effective 1 January 2019).

Objectives And Activities

Objectives and aims

The objectives of the charity are:

a) The relief of those in need by reason of communication, memory or learning difficulties; and

b) The promotion of social inclusion amongst those who have communication, learning or memory difficulties and who are socially excluded from society, or parts of society as a result of their disability; through such training, education and sources as the trustees deem appropriate.

Vision & Mission

The charity's mission is to build communities where no-one with communication needs is excluded.

Based on speech and language therapy research, best practice in health and social care, and the views of our beneficiaries, we believe that this can best be achieved by providing opportunities for inclusion, inclusive activities and training in inclusive communication.

Our vision is a world with:

1. Significantly better life chances for people with communication needs.

2. Rapidly improved community awareness and knowledge. 3. Changes in public policy to reduce barriers to inclusion.

Include supports beneficiaries with learning and communication difficulties, and trains local community representatives, social care workers, health care staff and commercial organisations to work more effectively with people with communication needs, by:

To achieve the aims outlined above, we run the following programmes:

● The Include Choirs

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report Of the Trustees Continued

● The Champions Self-Advocacy & Co-production Group

o Co-creation of freely shared accessible information about a range of topics

o Accessibility reviews of external organisations’ Easy Read information o Codesign & co-delivery of training

● Stroll and Sign Sessions

● Supported Volunteering Programme

● Speech & Language Therapy Training & Consultancy

Public benefit

The trustees confirm that they have complied with the duty in section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission. The trustees have referred to the recommendations contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in setting the policies for the year.

How our activities benefit the public

At least 1 In 5 people will experience a communication difficulty in their lifetime (Royal College of Speech and Language Therapists 2019), including people with learning disabilities, autism, dementia and other acquired or developmental needs. Communication disability leads to:

(RCSLT 2021, LeDeR Report 2022)

Our services:

Thereby reducing strain on health and social care provision, as well as significantly improving quality of life and opportunity for people with communication needs.

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report of the Trustees - continued

Our Values

Achievement And Performance

Between April 2023 and March 2024, Include.org continued its steady trajectory of growth; we delivered more services and events, reached more beneficiaries and trained more people than ever before.

What we delivered

Output Total
Include Choir:
Weekly Inclusive Music & Communication Sessions		 77
Awareness-Raising /Educational Performances 33
Stroll & Sign: Inclusive Nature & Wellbeing Sessions 15
Champions: speech & language therapy led Self-
advocacy & Co-production Sessions		 42
External EasyReadResources created /reviewed 10
Expert By Experience Sessions 5
Training:AccreditedMakaton training delivered 6
Workshops / Training sessions delivered 17
Volunteers / staff trained in Makaton 17

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024 Report of the Trustees- continued

Beneficiaries Reached

Beneficiary Group Total
Members (with learning orcommunication needs) 137
Family carers 28
Professionalcarers 150+
Training recipients 700+
Audiencemembers perannum(approximate) 15,000
Volunteers 93
Supported volunteer hours donated 350+

The Growth of Include.org

The growth of the charity has continued at an unprecedented pace this year, in line with the need for our services in a landscape where there are limitations on the quality and availability of services available to people with communication needs, as a result of the financial landscape and the ongoing effects of the pressures of the pandemic.

Overall

43% increase in members

Redhill choir

82% annual increase in members attending regularly 22% of members attend regularly New members remain steady at an average of 10 per term The gender split is beginning to equalise (43% and 57%) 145 communication partners attended compared to 110 last year 25% increase in members with autism

Epsom choir

Member attendance has increased by 320% compared to last year Average of 11 new members each term 37 communication partners attended compared to 2 last year 5% of members attend regularly The gender split is beginning to equalise (40% and 60%) 5% of members are under 19 years old

Stroll and sign

Attendance is higher in the summer months 13% increase in members and guests 30% increase in attendance by communication partners

Progress towards our targets

As part of our Annual Planning Process for 2023-2024, we worked with our Stakeholders to identify targets for the year, in line with our 5 Year Strategy,

As we review progress at the end of the year, we are delighted to have made significant progress in all key areas identifies at the start of the year, as follows:

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report of the Trustees - continued

Develop and improve Communication of Speech and Language Therapy Value in Include

Replicate, secure and grow a second Include Choir

Increase Opportunities to empower people with Learning Disabilities and Autism within Include

Improve operational efficiency and data collection

Develop partnerships and increase local profile of the charity

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report of the Trustees - continued

The year ahead

We recognise that despite the significant progress made towards long term strategic goals, there is always more to do. Priorities for the year ahead include:

8

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024 Report of the Trustees - continued

Awards

Notwithstanding further ambition for the charity in the years ahead, Once again, this year, Include.org demonstrated that it was able to ‘punch above its weight’ and achieve recognition at local, County and National levels.

Three achievements particularly stood out for us:

Our Lived Experience Volunteers and members were recognised by Learning Disability England for the difference they make in educating the wider community about inclusive communication to improve services – demonstrating our wider impact which reaches far beyond the (not inconsiderable) individual benefits gained by accessing our services.

Winning a local Business Award demonstrated Includes commitment to sound business practice, and our commitment to developing a sustainable business model. For a charity whose serious purpose an be disguised by the joy and uplift it brings to members and audiences alike, recognition of hard work, research and solid foundations was particularly welcome.

Receiving not one but two Stars in Surrey Awards: Include is a local charity, but it reaches across the county and beyond to bring about change for people with communication needs. Winning two awards really helped communicate the real steps we are making to build a more inclusive community.

Between April 2023 and March 2024, Include.org was awarded:

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report of the Trustees - continued

Partnership working

In 2023-24, Include pursued its strategic focus of working in partnership in 4 key areas:

Health

As part of the National Fast Follower Roll out of an improved system for identifying people with learning disabilities and autism, Include worked with Guys and St Thomas’s NHS Trust to create Easy Read information and write a song to ‘win the hearts and minds’ of NHS professionals encouraging them to use the ‘red flag for reasonable adjustments’ on their IT systems in order to improve services and reduce risks for people with learning disabilities and autism. The song was performed by the Include Choir to a large audience of NHS professionals from London NHS Trusts, and was a huge success

T H A N K Y O U to The Include Choir for kick starting the day with a bang, for all your energy, enthusiasm and joy. We couldn't have wished for a more perfect start to the afternoon, and when looking around the room it was really moving to see how much the audience connected with the songs and performance .’ Training Lead, SLAM NHS Trust

New partnerships with NHS Trusts were developed through the delivery of training to over 50 staff in Sussex Partnership NHS Foundation Trust; 88.9% of participants reporting that the training exceeded expectations.

Social Care

Within social care, Include developed its partnership with Award-winning Care Provider, Active Prospects through the joint delivery of a Healthy Living Project, supported by Reigate and Banstead Borough Council. We also further developed partnerships with other care providers including County Care, Achieve Together and The Grange.

Education & Youth Organisations.

A long held strategic goal has been to increase the charity’s reach to children and young people, where we know the lack of accessible support for children and young people with communication needs has a significant impact. This goal was met through partnerships at primary level, with Hatchlands School, where we delivered Makaton workshops for Teachers and over 300 students, and with Grooveline Music, who hosted an inclusive summer concert. At secondary level, a day of inclusive communication workshops for over 1000 students at Reigate College received outstanding feedback and helped secure funds for the charity. We also provided inclusive communication and Makaton Workshops to over 50 local Guides and Beavers, helping to build a more inclusive community.

Non-Profits

2023-24 also saw Include significantly develop relationships with local non-profits through training (eg inclusive communication and training provision for local charity, Stripey Stork, to improve their support for volunteers with additional needs), partnership (eg extending our Stroll and Sign Service to people with mental health needs, through the Mary Frances Trust).

Partnerships extended beyond the local level too; we were delighted to work with national Human Rights Charity, Liberty, to help them ensure that people with cognitive communication needs, often from minority ethnic communities, fully understood their rights with regards to police questioning. Multi-Disciplinary Partnerships across sectors also brought significant benefits, and Include is delighted to have joined the Steering Group for the Kent Surrey and Sussex Community of Practice Community of Practice and look forward to working further with them next year.

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report of the Trustees - continued

Impact

In 2023, we worked with stakeholders to redefine our Theory of Change Model, recognising that, while improvement in communication skills is a significant benefit of attending Include’s services (and can be measured by individual clinical & training outcomes), inclusive communication is also the input which enables change in three core areas of wellbeing, empowerment and inclusion, through our services - illustrated by the models below.

Inclusive Communication Impact and Outcomes

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report of the Trustees - continued

Inclusive Communication is the enabling factor, made possible by investment in the skills and training of our staff, volunteers and the wider community. We measure the impact of our services upon people with communication needs and those around them, through a Theory of Change model which evaluates performance against 3 key strands. These three strands of Inclusion, Wellbeing and Empowerment are further subdivided into the areas where we aim to make the biggest impact, when gathering feedback – and the results of this clinical model speak for themselves:

Key Impact
Area		 Key Impact
Area		 Area of Gain Statement % agree
Enjoyment /
Qualityof Life		 I enjoy The Include Choir Sessions 100%
Mental
Wellbeing		 I feel useful at The Include Choir sessions 96%
Community
Engagement		 The Include Choir makes me feel I am helping the
community		 88%
Inclusion
Reduced
Isolation		 I feel less alone since joining The Include Choir 88%
Friendship I have got to know people better since joining The
Include Choir		 96%
Choice &
Decision-
making		 I help to make decisions at The Include Choir 91%
Confidence The Include Choir makes me feel more confident in my
life		 82%
Respect I feel respected at The Include Choir 96%
Empowerment
Knowledge &
understanding
of Rights		 The Include Choir helps me to understand the right to
communication support		 96%
Opportunities
for Healthy
Choices		 The Include Choir helps me to understand and make
good choices		 96%
Knowledge &
Awareness		 I have learned about new things at The Include Choir 100%
Skill I have learned new skills at The Include Choir 100%
Understanding The Include Choir helps me understand what inclusive
communication is		 100%
Wellbeing
Value The Include Choir helps me show other people how to
be more inclusive		 100%
Post Covid
Recovery		 The Include Choir helped me feel more confident after
Covid-19 lockdowns		 96%

The charity acknowledges the ongoing challenges of gathering feedback from beneficiaries who are non-verbal or have limited receptive language and literacy skills, and will continue to work to develop holistic and creative measures to ensure that all services are co-produced with as many members as possible and all voices heard.

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report of the Trustees - continued

Financial Review

Financial position

The charity's financial position is reviewed annually at the trustees' meeting held to approve the year end accounts.

For the year ended 31 March 2024, the charity's total income was £159,979; £50,901 up on last year. This represents the continuing growth of the charity since its formation in 2018, and is a significant achievement considering the fundraising landscape during the cost of living crisis.

Principal funding sources

As in previous years, a proportion of funding was received from Trusts and Foundations, with grateful thanks to the Foyle Foundation, Gatwick Airport Community Trust, All Age Autism Strategy Better Care Fund, The Edward Gosling Foundation, Peter Harrison Foundation, Bailey Thomas, VARB SPARKS, The Alchemy Foundation, Community Foundation for Surrey, Shanly Foundation and The National Lottery. A £10,000 grant from Charity Job was paid in via The Big Give, therefore it has been recorded as donations instead of grant funding.

The charity took part in an annual Big Give fundraising campaign for the 4th year running, the target of £25,000 was exceeded by an amazing £10,875. The Big give target amount has been recorded as a restricted fund, in previous years it has been recorded as unrestricted funds.

This year saw a substantial increase in fundraising income. Include was Cllr Frank Kelly’s charity of the year 2022 to 2023, £6,117 was raised for Include during his year as Mayor. We also received significant funds from a fundraising event held by Weddings & Honeymoons Media.

Income earned from outreach and training work remained steady. This consisted of choir performances, expert by experience projects, Makaton training, workshops and training sessions.

The remaining income was generated from donations, gift aid, membership fees and merchandise sales.

Expenditure

Total expenditure for the year was £132,489; £25,505 up on last year. This year-on-year increase in expenditure primarily reflects increased staffing costs, particularly the investment in 2 additional choir directors and choir co-ordinators.

The charity has invested significant resources in the design and production of a brochure detailing all the services they offer. Special thanks goes to Powertutors who helped to fund the project.

We have been able to maintain the increased size, service delivery and impact of the charity thanks to the increased generosity and breadth of our supporters. We are committed to attracting the highest calibre of staff, to make the greatest impact for our beneficiaries and therefore pay contracted staff in accordance with fair pay structures.

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report of the Trustees - continued

Reserves

The charity has relatively few specific long-term commitments but the Trustees are mindful of the need to designate a proportion of the unrestricted reserves, alongside funds restricted for the purpose, to ensure that the charity meets its increased staffing, resource and overhead costs. This will allow us to run current and planned activities for up to 6 months’ (3 months’ essential operational costs and 3 months’ reduced costs), In the event that no further funds are forthcoming.

Total reserves at the end of the year consisted of £71,308 in unrestricted funds and £49,495 in restricted funds. Of the unrestricted funds, the Trustees recommend that £59,729 is designated to cover the charity’s running costs as per the reserves policy and note 10 of the accounts.

This reserves policy takes into account the need for financial stability and sustainability, enabling us to meet beneficiary need, provide sufficient resources and meet long-term strategic goals. The Trustees do not currently have any concerns about the charity continuing as a going concern.

Structure, Governance And Management

Governing document

The charity is registered as a Charitable Incorporated Organisation, controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Recruitment and appointment of new trustees

The charity is required to have a minimum of 4 trustees and as at 31st March 2024 it had 6 trustees, and, in an exciting new development, 6 Lived Experience Trustees in training.

Increasing the representation of people with lived experience of cognitive communication needs on the Board has been a longstanding goal for Include.org, but lack of resources to adequately support Trustees with additional needs has been a barrier. This year, the Board agreed that the time was right to invest and, working alongside the existing Include Choir Steering Group and members, a significant restructure of the Board began.

6 new prospective Trustees with lived experience were identified and in January 2024, began a training programme which provide accessible information, support and shadowing opportunities, so that the candidates could make an informed decision about taking on the role of Trustee, in line with the requirements of the Charity Commission, Equality Act and Mental Capacity Act.

Once the 6 month initial training is complete, potential new trustees will meet with the board, provide references and subject to satisfactory interview and accepting the responsibilities required by the Charity Commission, will be co-opted on to the board; the appointment is ratified at the AGM. Ongoing support to fulfil their statutory obligations will be provided through additional recruitment.

Staffing & Volunteers

Founder & CEO, Alix Lewer, worked in the NHS for over 15 years as both a speech and language therapist and Safeguarding Adults Lead – bringing a range of relevant skills. She completed research into the barriers of achieving sustained change in communication support for adults with learning disabilities and autism within social care settings, which underpins the foundation of Include.org. She is supported by an excellent, and growing part-time team of contracted staff and session leads.

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Report of the Trustees – continued

In 2023-2024, The Include Project continued to increase its investment in staffing with a view to long term sustainability, training two new Include Choir Directors to sustain the second choir and reduce the demands on the CEO. With external support, restructuring priorities were identified, recognising the long-term commitment and expertise of key staff and moving them in to Lead Roles in Finance, Communications and Clinical to support the CEO. The need for further operational support was also identified and further discussions regarding recruiting to operational and business development roles remain ongoing

Volunteers remain integral to the success of Include and the charity maintains over 50 volunteers, longstanding and new, who receive inclusive communication and mandatory training and who remain integral to the smooth running of services.

Our volunteer team includes a growing team of ‘Supported Volunteers’ with communication needs who gain skills and experience from work through their work with us.

Over 80% of volunteers report a significant increase in inclusive communication skills and confidence through volunteering with Include.

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Reference And Administrative Details Registered Charity number 1177785

Registered office

37 South Mead Redhill RH1 2EL

Trustees

Mrs Cathy Wood - Chair Mr Nigel Leach - Treasurer Ms Harriet Ayhan Mr Derek Hill Mr Faisal Osman Mr Jan van Laer

Lived Experience Trustees in Training from January 2024 Ms Beth Farr Ms Emma McKenzie Mr Martin Cornford Ms Sarah-Jayne Manson Mr Jamie Benstead Ms Felicity Harrison

Independent Examiner

Emma Reed FCCA EJK Associates 22 Nansen Road London SW11 5NT

Approved by order of the board of trustees on Monday 25[th] November 2024 and signed on its behalf by:

N Leach - Trustee

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Independent Examiner's Report To The Trustees

Independent examiner's report to the trustees of The Include Project ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner's statement

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

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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

Emma Reed FCCA EJK Associates 22 Nansen Road London SW11 5NT

Date: 25/11/2024

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Statement Of Financial Activities

THE INCLUDE PROJECT
FOR THE YEAR ENDED 31 MARCH 2024		 THE INCLUDE PROJECT
FOR THE YEAR ENDED 31 MARCH 2024
Statement Of Financial Activities
31.3.24
31.3.23
Unrestricted
Restricted
Total
Total
Notes funds £
funds £
funds £
funds £
INCOME AND ENDOWMENTS FROM
Donations and legacies 37,617
93,106
130,723
95,689
Charitable activities
Performance & outreach fees 6,982
6,982
7,648
Membership fees 7,400
7,400
5,100
Other trading activities
2		 14,874
14,874
641
Total 66,873
93,106
159,979
109,078
EXPENDITURE ON
Raising funds 8,230
786
9,016
7,850
Charitable activities
Performance & outreach costs 34,134
74,972
109,106
85,534
Support costs 4,283
8,179
12,462
11,711
Governance costs 1,904
0
1,904
1,889
Total 48,552
83,937
132,489
106,984
NET INCOME/(EXPENDITURE) 18,321
9,169
27,490
2,094
RECONCILIATION OF FUNDS
Total funds brought forward 52,987
40,326
93,313
91,219
TOTAL FUNDS CARRIED FORWARD 71,308
49,495
120,803
93,313

The notes form part of these financial statements

18

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Balance Sheet
31.3.24
Unrestricted
Restricted
Total
funds
funds
funds
Notes
£
£
£
FIXED ASSETS
Tangible assets
6
40
301
342
CURRENT ASSETS
Stocks
7
2,109
320
2,429
Debtors
8
17,894
20,000
37,894
Cash at bank and in hand
62,507
36,125
98,631
82,509
56,445
138,954
CREDITORS
Amounts falling due within one year
9
-11,242
-7,252
-18,494
NET CURRENT ASSETS
71,267
49,194
120,461
TOTAL ASSETS LESS CURRENT LIABILITIES
71,308
49,495
120,803
NET ASSETS
71,308
49,495
120,803
FUNDS
10
Unrestricted funds
71,308
Restricted funds
49,495
TOTAL FUNDS
120,803		 31.3.23
Total
funds
£
790
878
11,423
97,808
110,109
-17,586
92,523
93,313
93,313
52,987
40,326
93,313
82,509
56,445
-11,242
-7,252		 138,954
-18,494
71,267
49,194
71,308
49,495		 120,461
120,803
71,308
49,495		 120,803
71,308
49,495
120,803

The notes form part of these financial statements

19

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2024.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2024 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 25[th] November 2024 and were signed on its behalf by:

N Leach - Trustee

The notes form part of these financial statements

20

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes To the Financial Statements

1. Accounting Policies

Basis of preparing the financial statements

The financial statements of the charitable company, 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 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Plant and machinery - 33.33% on cost Computer equipment - 33.33% on cost

Stocks

Stocks are valued at the lower of cost and net realisable value, after making due allowance for obsolete and slow moving items.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

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THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

2. OTHER TRADING ACTIVITIES

2. OTHER TRADING ACTIVITIES
Merchandise
Fund raising events		 31.3.24
31.3.23
£
£
1,061
566
13,813
75
14,874
641

3. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

31.3.24 31.3.23
£ £
Depreciation - owned assets 847 1,951

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023.

5. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES – 2023

INCOME AND ENDOWMENTS FROM
Donations and legacies
Charitable activities
Performance & outreach fees
Membership fees
Other trading activities
Total		 Unrestricted
Restricted
Total
funds
funds
funds
£
£
£
56,575
39,114
95,689
7,648
7,648
5,100
5,100
641
641
69,964
39,114
109,078

22

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

5. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES – 2023 - continued

EXPENDITURE ON
Raising funds
Charitable activities
Performance & outreach costs
Support costs
Governance costs
Total
NET INCOME
Net movement in funds
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD		 Unrestricted
Restricted
Total
funds
funds
funds
£
£
£
7,818
32
7,850
36,744
48,790
85,534
6,569
5,142
11,711
1,683
206
1,889
52,814
54,170
106,984
17,150
-15,056
2,094
17,150
-15,056
2,094
35,837
55,382
91,219
52,987
40,326
93,313

23

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

6. TANGIBLE FIXED ASSETS

COST
At 1 April 2023
Additions
At 31 March 2024
DEPRECIATION
At 1 April 2023
Charge for year
Eliminated on disposal
At 31 March 2024
NET BOOK VALUE
At 31 March 2024
At 31 March 2023		 Plant and
Computer
Totals
machinery
equipment
£
£
£
2,810
5,036
7,845
399
-
399
3,209
5,036
8,244
2,265
4,791
7,056
602
245
847
-
-
0
2,867
5,036
7,903
342
0
342
545
245
790

7. STOCKS

7. STOCKS
31.3.24 31.3.23
£ £
Stocks 2,429 878

24

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

8. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Trade debtors
Prepayments		 31.3.24
31.3.23
£
£
35,999
10,819
1,895
604
37,894
11,423

9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Trade creditors
Accrued expenses		 31.3.24
31.3.23
£
£
17,894
17,186
600
400
18,494
17,586

25

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

10. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Big Give 2023
Designated reserves
Restricted funds
Surrey County Council
National Lottery 2022
Guy’s & St Thomas’
Healthwatch Surrey
Reigate & Banstead Borough Council 2022
Russell Kin Trust
All Age Autism
Reigate & Bansted Borough Council 2023
Foyle Foundation
Gatwick Airport Community Trust 2023
Peter Harrison Foundation
National Lottery 2024
Shanly Foundation
Alchemy Foundation
The Bailey Thomas Charitable fund
Edward Gosling Foundation
Varb Sparks
Big Give 2023
Power Tutors
Hardship fund
TOTAL FUNDS		 At 1.4.23
Net movement
in funds
Transfers
between funds
At 31.3.24
£
£
£
£
10,268
18,321
-10,913
17,676
0
0
0
0
42,719
10,913
53,632
52,987
18,321
0
71,308
19,473
-19,473
0
6,235
-6,235
0
10,000
-5,390
4,610
1,500
-1,500
0
2,610
-2,610
0
508
-508
0
4,568
4,568

287
287
0
0
0
0
3,691
3,691
20,000
20,000
3,000
3,000
0
0
0
0
0
0
0
0
13,293
13,293
0
0
45
45
40,326
9,169
0
49,495
93,313
27,490
0
120,803

26

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

10 MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Big Give 2023
Restricted funds
Surrey County Council
National Lottery 2022
Guys & St Thomas’
Healthwatch Surrey
Reigate & Banstead Borough Council
Russell Kin Trust
All Age Autism
Reigate & Bansted Borough Council 2023
Foyle Foundation
Gatwick Airport Community Trust 2023
Peter Harrison Foundation
National Lottery 2024
Shanly Foundation
Alchemy Foundation
The Bailey Thomas Charitable fund
Edward Gosling Foundation
Varb Sparks
Big Give 2023
Power Tutors
Hardship fund
TOTAL FUNDS		 Incoming
Resources
Movement
resources
expended
in funds
£
£
£
56,462
-38,142
18,321
10,410
-10,410
0
66,873
-48,552
18,321
-19,473
-19,473
-6,235
-6,235
-5,390
-5,390
-1,500
-1,500
-2,610
-2,610
-508
-508
10,000
-5,432
4,568
2,500
-2,213
287
7,500
-7,500
0
2,500
-2,500
0
6,000
-2,309
3,691
20,000
0
20,000
3,000
0
3,000
1,000
-1,000
0
1,000
-1,000
0
10,000
-10,000
0
2,000
-2,000
0
24,900
-11,607
13,293
2,661
-2,661
0
45
0
45
93,106
-83,937
9,169
159,979
-132,489
27,490

27

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

10 MOVEMENT IN FUNDS - continued

Comparatives for movement in funds - 2023

Unrestricted funds
General fund
Redhill Round Table 2022
Designated reserves
Restricted funds
Mencap - Let’s get Digital
Community Foundation for Surrey 2022
Surrey County Council
Surrey County Council - Nature Connectedness
National Lottery 2021
Erasmus Ideal
Community Foundation for Surrey - Core
Russell Kin Trust
National Lottery 2022
Healthwatch Surrey
Guy’s & St Thomas’
Reigate & Banstead Borough Council 2022
TOTAL FUNDS		 Net
Transfers
movement
between
At
At 1.4.22
in funds
funds
31.3.23
£
£
£
£
34,337
18,650
-42,719
10,268
1,500
-1,500
-
0
-
-
42,719
42,719
35,837
17,150
0
52,987
688
-688
-
0
1,685
-1,685
-
0
40,000
-20,527
-
19,473
3,750
-3,750
-
0
152
-152
-
0
8,156
-8,156
-
0
951
-951
-
0
-
508
-
508
-
6,235
-
6,235
-
1,500
-
1,500
-
10,000
-
10,000
-
2,610
-
2,610
55,382
-15,056
40,326
91,219
2,094
0
93,313

28

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

10 MOVEMENT IN FUNDS - continued

Comparative net movement in funds 2023, included in the above are as follows:

Unrestricted funds
General fund
Garfield Weston Foundation
Redhill Round Table 2022
Restricted funds
Surrey County Council
Shanly Foundation
National Lottery 2022
Mencap - Let’s get Digital
Guys & St Thomas’
Healthwatch Surrey
Reigate & Banstead Borough Council
National Lottery 2021
Erasmus Ideal
Russell Kin Trust
Community Foundation for Surrey - Core
Community Foundation for Surrey 2022
Surrey County Council – Better Care Fund
Surrey County Council - Nature Connectedness
TOTAL FUNDS		 Incoming
Resources
Movement
resources
expended
in funds
£
£
£
54,964
-36,314
18,650
15,000
-15,000
0
-
-1,500
-1,500
69,964
-52,814
17,150
1,457
-1,457
0
3,000
-3,000
0
10,000
-3,765
6,235
-
-688
-688
10,000
-
10,000
1,500
-
1,500
5,000
-2,390
2,610
-
-152
-152
-
-8,156
-8,156
8,157
-7,649
508
-
-951
-951
-
-1,685
-1,685
-
-20,527
-20,527
-
-3,750
-3,750
39,114
-54,170
-15,056
109,078
-106,984
2,094

29

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

10 MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Redhill Round Table 2022
Designated reserves
Restricted funds
Guys & St Thomas'
All Age Autism
Reigate & Bansted Borough Council 2023
Peter Harrison Foundation
Big Give 2023
National Lottery 2024
Hardship fund
Shanly Foundation
Mencap - Let’s get Digital
Community Foundation for Surrey 2022
Surrey County Council
Surrey County Council - Nature Connectedness
National Lottery 2021
Erasmus Ideal
Community Foundation for Surrey - Core
National Lottery 2022
Healthwatch Surrey
Reigate & Banstead Borough Council 2022
Russell Kin Trust
Foyle Foundation
Gatwick Airport Community Trust 2023		 At
1.4.22
Net movement
in funds
Transfers
between funds
At
31.03.24
£
£
£
£
34,337
36,971
-53,632
17,676
1,500
-1,500
0
-
53,632
53,632
35,837
35,471
0
71,308
4,610
4,610
4,568
4,568
287
287
3,691
3,691
13,293
13,293
20,000
20,000
45
45
3,000
3,000
688
-688
0
1,685
-1,685
0
40,000
-40,000
0
3,750
-3,750
0
152
-152
0
8,156
-8,156
0
951
-951
0
0
0
0
0
0
0
0
0
0
0
0
0

30

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

10 MOVEMENT IN FUNDS - continued

Restricted funds - continued
Alchemy Foundation
The Bailey Thomas Charitable fund
Edward Gosling Foundation
Varb Sparks
Power Tutors
TOTAL FUNDS		 At
1.4.22
Net movement
in funds
Transfers
between funds
At
31.03.24
£
£
£
£
0
0
0
0
0
0
0
0
0
0
55,382
-5,887
0
49,495
91,219
29,584
0
120,803

31

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

10 MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Garfield Weston Foundation
Redhill Round Table 2022
Big Give 2023
Restricted funds
All Age Autism
Reigate & Bansted Borough Council 2023
Foyle Foundation
Gatwick Airport Community Trust 2023
Peter Harrison Foundation
National Lottery 2024
Shanly Foundation
Alchemy Foundation
The Bailey Thomas Charitable fund
Edward Gosling Foundation
Varb Sparks
Big Give 2023
Power Tutors
Hardship fund
Surrey County Council
Shaley Foundation
National Lottery 2022
National Lottery 2021
Mencap - Let's get Digital		 Incoming
Resources
Movement
resources
expended
in funds
£
£
£
111,426
-74,456
36,971
15,000
-15,000
0
0
-1,500
-1,500
10,410
-10,410
0
136,837
-101,366
35,471
10,000
-5,432
4,568
2,500
-2,213
287
7,500
-7,500
0
2,500
-2,500
0
6,000
-2,309
3,691
20,000
0
20,000
3,000
0
3,000
1,000
-1,000
0
1,000
-1,000
0
10,000
-10,000
0
2,000
-2,000
0
24,900
-11,607
13,293
2,661
-2,661
0
45
0
45
1,457
-1,457
0
3,000
-3,000
0
10,000
-10,000
0
-152
-152
-688
-688

32

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Notes to the Financial Statements - continued

10 MOVEMENT IN FUNDS - continued

Restricted funds - continued
Erasmus Ideal
Community Foundation for Surrey - 2022
Surrey County Council - Better Care Fund
Community Foundation for Surrey - Core
Surrey County Council - Nature Connectedness
Guys & St Thomas'
Healthwatch Surrey
Reigate & Banstead Borough Council
Russell Kin Trust
TOTAL FUNDS		 Incoming
Resources
Movement
resources
expended
in funds
£
£
£
-8,156
-8,156
-1,685
-1,685
-40,000
-40,000
-951
-951
-3,750
-3,750
10,000
-5,390
4,610
1,500
-1,500
0
5,000
-5,000
0
8,157
-8,157
0
132,220
-138,107
-5,887
269,057
-239,473
29,584

11. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2024.

33

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Detailed Statement Of Financial Activities

FOR THE YEAR ENDED 31 MARCH 2024

INCOME AND ENDOWMENTS
Donations and legacies
Donations
Hardship fund
Corporate donations
Grants
Other trading activities
Merchandise
Fund raising events
Charitable activities
Performance & outreach fees
Membership fees
Total incoming resources		 31.3.24
31.3.23
£
£
62,467
40,575
45
0
2,711
0
65,500
55,114
130,723
95,689
1,061
566
13,813
75
14,874
641
6,982
7,648
7,400
5,100
159,979
109,078

34

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Detailed Statement of Financial Activities - continued

EXPENDITURE
Raising donations and legacies
Wages
Other trading activities
Opening merchandise stock
Merchandise costs
Closing merchandise stock
Fundraising costs
Charitable activities
Wages
Music equipment
Training Resources
Communication resources & licences
Support costs
Management
Rent
Insurance
Telephone
Postage and stationery
Advertising
Sundries
Travel & catering costs
Repairs & renewals
Computer expenses
Staff training
Subscriptions		 31.3.24
31.3.23
£
£
6,680
6,600
878
1,047
2,660
951
-2,429
-878
1,227
130
2,336
1,250
105,490
83,285
266
522
2,297
723
1,053
1,004
109,106
85,534
4,091
2,345
176
173
60
45
397
297
3,863
1,627
30
-22
633
637
263
518
964
2,235
757
828
128
145

35

THE INCLUDE PROJECT FOR THE YEAR ENDED 31 MARCH 2024

Detailed Statement of Financial Activities - continued

Management - continued
Recruitment costs
Plant and machinery
Computer equipment
Music Equipment
Volunteer costs
Governance costs
Accountancy fees
Professional fees
Bank charges
Total resources expended
Net Income		 31.3.24
31.3.23
£
£
0
693
133
0
245
595
469
1,356
254
239
12,462
11,711
1,440
1,440
300
276
164
173
1,904
1,889
132,489
106,984
27,490
2,094

36