Annual Report and Unaudited Financial Accounts lude.org The Include Project 2024-2025 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees The Include Project Reglstered Charlty Number l 177785 Reference and Adminlstration Delalls Registered Charity number 1177785 Reglstered office 37 South Mead Redhill RHI 2EL Trustees Mrs Cathy Wood - Chair Mr Nigel Leach - Treasurer Ms Harriet Ayhan - Safeguarding Mr Heike Knip Ms Beth Farr Ms Emmo McKenzie Mr Mortin Cornford Ms Sarah-joyne Manson Mr Jamie Benstead Ms Felicity Harrison Key management Personnel Alix Lewer- Chief Executive Officer & Operational Lead Claire Fisker- Finance & Dota Leod Penny Sims- Communications, Fundraising & Portnerships Lead Charlotte Harris - Clinical Lead Independent Examiner Emma Reed FCCA EJK Associates 22 Nansen Road London SWI1 5NT The Truslees & CEO presenfr their report wifrh Ihe finoncial sfatemenls of Ihe charity for frhe yeor ended 31 March 2025. The trustees have adopted the provisions of the Charities SORP (FRS 102) (effective l Jonuory 2019). THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Contents Page ObJecllves and Actlvltles (What we do and why)............................................... Achlevements and Performance (What we dld thls year)........................................... Flnanclal Revlew (How we managed our money)................................................25 Structure Governance and Management (How we run the charlly)........................26 References and Admlnlstratlve Detalls . ..29 Independent Examlner Report to the Trustees . .30 statement of Flnanclal Acllvltles .31 Balance Sheet...............................................................................................32 Notes To The Flnanclal Statement . ..33 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Objectives & Activities What we do and why Objectlves The objectives of the chority. os stated in our Constitution, ore.. al The relief of those in need by reason of communication, memory or learning difficulties,. and bl The promotion of sociol inclusion omongst those who have communication. leorning or memory difficultie5 and who ore 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. Vlslon Better lives for people with communication needs Our vision is a world with: l. Better lives for people with communication needs. 2. Better understanding of communication needs. 3. Changes in public policy to reduce barriers to inclusion. Mlsslon The charity s mission is to increase understanding of communication needs and provide activities which include and empower people with communication needs. We raise awareness, deliver training and run activities using speech and language therapy skills and research and based on our volues. klnd empowerlng Incluslve respecllul •vld•nc•.baied co-produc•d Public benefit The Irustees confirm thot they have complied wilh the duty in secfrion 17 of the Charities Act 201 I to hove due regard lo Ihe public benefil guidance PLJblished by the Chorifry Commi55ion. The trustees have refeffed to the recommendations contained in the Charity Commission s THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees general guidonce on public benefit when reviewing the chc7rity s aims ond objective5 ond in setting the policies for the year. What is the Need Communicotion disability is much morè common than many realise, and can occur for many reasons, because of a learning disability, autism or acquired brain injury, for example. l in 5 people will have or develop a communication need in their lifetime 1￿c wo]ulli£s]tiou The challenge Is gettlng blgger. ASD IAutistic Spectrum Disorder and SLCN Ispeech Language and Communication Needsl have made up over 78To of new EHCPS for under 5s (Surrey JSNA 2025) Being able to express yourself and be understood is fundamental to heollh, safety and life chances. 1.200 people with a learning disability die avoidably every year. This can be due to difficulties asking for help or explaining medical symptoms, or being oble to flag abuse or neglect. ILeDeR Report 2023, Mencap 20201 Achieving your goals and feeling connected can be difficult when you struggle with understanding and speaking. It can be hard to build friendships, join leisure activities, find a job, volunteer or access services if there is no support. The proportion of disabled people113.9f,l oged 16 yeors ond over in England who reported feeling lonely "often or always" is almost four times that of non-disabled people 13.81.) (Office for National Statistics, March 20191 This can significantly impact on menlal health and wellbelng.. 30-4010 of autistic adults experience depression at some point in their lives, compared to obout 710 of the general UK population. How we help We run community activities and training. all based on Speech and language therapy research ond evidence. Our service5 increase awareness and skills in individuals, organisations and communities and improve the lives of people with communication needs through increased wellbeing, inclusion and empowerment. THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Our Services We run 5 key serdices which support our mission: The Include Cholrs Weekly inclusive singing and signing sessions for members, based in Redhill and Epsom Online sessions on Zoom and Facebook live Performances at communily events, conferences and more Outreach sessions for care providers, schools, third sector and businesses The Champions Lived Experience Grovp Co-create accessible information about a range of topics, shared freely Produce and review external organisations, Easy Read information Co-design & co-deliver our training Stroll and Slgn Sesslons Walks which improve health and wellbeing through exercise and contact with nature structured social and communication skills development opportunitie5 in on outdoor setting Supported Volunteering Programme Volur)teering which provides training and support for people with learning and communication needs. Development of skills for work Speech & Language Therapy Training & Consultancy Accredited ond bespoke training Makalon & Talking Mats courses Tailored inclusive communication/ mental capacity act training for o range of organisations Communicalion consultancy for individuals, families and care providers THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Achlevement And Performance Between April 2024 and March 2025, 1nclude.org continued to grow., we delivered more sepiices and events, reached more beneficiaries and trained more people than ever t)efore. What we dellvered Output Total Include Choir: Weekly Inclusive Music & Communication Sessions 100 Awareness-Raising l Educational Performances 32 Stroll & Slgn: Inclusive Nature & Wellbeing Sessions Champlons.. Expert by Experience Sessions (speech & language therapy led Self advocacy & Co-production workl 39 External Easy Read Resources created I reviewed Tralnlng: Accredited Makaton training delivered Workshops / Training sessions delivered 10 Volunteers / staff trained in Makoton 20 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Beneflclary Group Total Members (with learning or communication needs) 134 Family carers 37 Professional carers 140 Training recipients 557 Audience members / people reached per annum lapproximatel 17,5(X) Volunteers 70 Supported volunteer hours donated 942 Growth In line with previous years. the charity hos continued to grow. Reflecting an ever-increasing need for our services in a social care and health landscape under continuing economic and capacity pressures. Redhill choir The Redhill choir has seen a further growth in membership of 21Yo and now has 103 members. Regular attendance lover 7510 of sessions attended) by members has increased by 50f. from lost year. Epsom choir Epsom choir has retained 61fo of last year's intake surge and continues to attract new members. We have seen 0 200% increase in regular attendance lover 7510 of sessions attended). stroll and slgn stroll and sign has seen a 7110 increase in members and l 00% increase in communication partners this year. New members increased by 171To compared to lost year. We hove seen an increase in younger adults and male members. Also members with physical disabilities and menlal health needs have increased by 500Yo and IOOYO respectively. In some ways numbers don't do us justice. Using our clinical skills, we offer a truly bespoke sepiice where quality is key. By tailoring communication and support to the individual, we ensure that we can create the biggest impact for individuals and communities. THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees This cose study demonstrotes the dedicotion of Include staff and volunteer5 ond how embedding speech and language therapy skills in practice, coupled with a willingness to go the extra mile to facilitate inclusion makes a significant difference to the outcomes and achievements of the people we support. Case Example W has a leaming disabilily. He struggles to resist the urge to hug and touch people he rnet ol The Include Choir, pulting him ct risk of oggression from others and communicotion ond relotionship breakdown. Our volunleer leam, Irained to note and report comrnvnicotion behaviours, raised o concem. W consenled to work further with our speech and language therapist, who met wilh him and his support team to belter understand the reosons why he struggled wilh physical boundaries ond lo creole o 'sociol story, _ a short. visuol story to help him understond the social 5iluathon and how to behave safely. She delivered Iraining to his sociol core support sloff and Include's session leom on how to use it. The social story was made into a keyring lof him to keep and share with people, with a bock-up copy for choir. A molivating slicker reward system is used lo reinforce his oppropriate social communication. Incidenl levels fell signiliconlly, ond we now hove open channels of communication wilh the service thot supports him if the situotion changes. This opprooch has improved W's inclusion wilhin the group, allowed him to build new relationships and reduced risks. He observes boundaries well 95% 01 the time and he proudly collects his slicker each week. I con show Ihal I'm fnendl¥ by shaking handg or lisl bumping instead This is just one example of the way lnclude.or uses speech and language therapy expertise to work with individuals and teams,. empowering people, upskilling sociol core staff and volunteers, reducing risk and boosting wellbeing and inclusion. THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Impacl This year, we continued to clarify and define our theory of change model with our stakeholder5, further simplifying our universal measures of feedback and beginning to develop new feedback mechanisms in coproduction with our members, with support from the University of Surrey Research Ready Grant and Msc students from University College London. This meant that the informotion that we gathered from members in the East and Mid-surrey areas is more robust and complete than in previous years. We were delighted to showcase our work ot the Surrey Heartlands Expo in July. We recognise that there is further work to be done to ensure we capture the voices and views of non-verbal members and their support networks, but are delighted to see the increased range of evidence-based measures ond opproaches thot we can now use to copture our impact as illustrated in our theory of change model below. Incre05ed Enjoymenl / Quollty ol Llfe Improved Mental Wellbelng Improved understanding of heallhy choices W¢llbeln8 InLIu51¥e Increased Confidence Increased Declslon-makln9 Increased Knowledge & Understanding ol Rights pow Reduced 1501atlon Increosed CommvnFty Engagement Increa$ed relationships The table below shows the feedback gathered from our membership this year. Members were asked, using visual supports. whether they agreed wilh 9 statements which demonstrated impact in each of the three domains of inclusion, empowerment and wellbeing. io THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Combined Services Member Feedback Table 2024-2025 Impact Area of Goin Statement o agree Wellbeing Improved Mood & Wellbeing Include makes me feel happy 98 Wellbeing Better Mental Health Include helps my mental health 92 Wellbeing Healthier lifestyles Include helps me make healthy choices 64 Increased Confidence 94.5 Empowerment Include helps me feel more confident Increased autonomy, choice & decision- making I help to make declslons al Include 85.5 Empowerment Empowerment Increased knowledge of rights Include helps me undersland my rights Include helps me feel part of a community I have made new frlends since 90 87 Inclvsion Increased Community Engagement Increased networks 89 Inclvsion joining Include I feel less lonely since joining Includè Reduced Isolation Inclvsion 82.5 While we are pleased to see the positive outcomes for the majority of our respondents, there is, as olways, more work to be done, particularly in regards to promoting heolthier lifestyles for our members. Slaff and volunteers undertook MECC training with Surrey Community Action to help us develop skills in talking about health needs ond signposting people to further services and we hope to improve our impoct area going forwards. It was gratifying to See an increase in the number of people who reported that Include helped them understand their rights, which was achieved through accessible leorning about the Mental Copocity Act across our services, through song, co-produced troining and discussion. li THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Meeting our Strategic Goals for 2024-2025 A5 always, In began 2024 with an ambitious set of targets, informed by our slakeholder feedback and set by the staff team and Board. Significant progress was made in almost all areas, and brings us closer to our longer term ambitions. Where the gool is incomplete or has developed further, the learning informs our targets for the following financial year. Alm Actions Goal Met Increase organlsallonal stablllty and sustoinobility Restructuring exercise & proposal Recruitment to new Operational and Business Development Lead Subsequent recruitment to fill vaconcies ond develop capacity Organisational Resilience Evaluation & plan Yes Develop fundraising capacity Digital transformation Embed digital Customer Relotionship Management system, Beacon Gradually updated processes for data manogement ocross all charity domains Update lnclude.or websile Partial Complete cyber-security audit ond oction plan Improve Impact evaluation and research evidence base - by empowerlng members through coproduction Analyse audit results from previous year Partner with University College London to evaluate efficacy of support offered Lived Experience members Develop co-produced impact measurement tool Re-evaluate and develop feedback meosures within the services Increase wider svpport for people wlth communication needs by developlng inclusive communication / speech and language therapy offer Pilot inclusive communicotion training pilot in social care Develop and deliver inclusive communication learning for businesses Develop and monitor Communication Corner offer at both choirs Deliver and measure increased individual speech and language therapy support and outcomes 12 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Empower more people wilh lived experience of commvnicalion needs Board Transformation - 80Yo of Trustees with lived experience of communication needs Recruit Lived Experience Support Coordinotor Audit levels of support provided Develop range of Champions work, with a focus on people's rights to reosonable adjustment under the Mental Copocity Act Reach more young people and families Work with schools and colleges Develop other portnership ovenues to working with young people ond families Target Epsom Choir marketing for younger people Increose diversity and inclusion: develop connectlons wlth more ethnlcally diverse stakeholders and members Deliver inclusive communication and autism workshop for minority ethnic fomilies via Surrey Minority Ethnic Forum Deliver 16 online Makaton training sessions for Dolmar Somali Charity Enrol in Pathway5 lo Trustee Increase membership from ethnicolly diverse backgrounds Develop more musical links with minority ethnic groups stabilise and grow Include Cholrs Develop outonomy of Epsom Choir ond increase membership Increase staffing and volunteer levels for Redhill Choir Finalise plan for third choir, enabling us lo split Ihe Redhill Choir As this table demonstrates, we successfully met the majority of our aims and talk in more delail about the partially fulfilled aims in the section below. We failed to meet two major targets,. unsuccessful recruitment meant that, desplte subsequent restructure and increased hours for our fundraising lead. we have not yet managed to increase fundraising capacity to the level needed. And on further analysis, adding a third choir to the service provision at this lime was not possible due to lack of resources and the absence of an autonomous, replicable model for the choirs. We continue to engage with stakeholders and will access business development support from the Lloyds Foundation to help us progress this. 13 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Meeting our aims through Partnership In is all about partnership. In the same way that successful communication is only possible through mutual engagement of two or more parties. we believe that effective portnership working is crucial to maximising the impact and opportunity for this charily. Working in partnership has enabled us to make significant progress towards our targets; some stand-out examples are given below: we hope to continue developing mony of these relationships in the future Reachlng more young people and famllles This year saw welcome ond exciting developments in consultancy and training portner5hips, particularfy with children ar)d young people. We provided consultancy services to notional drama ond communicotion charity, Speech Bubbles - providing evalualion of their services in SEND settings in South London, and providing troining for Iheir practitioners. This has been an excellent learning opportunity for both partners ond we are delighted that the project hos been extended to continue into next year. The London connection continued in provision of Makaton support and training for the Southbank Centre Relaxed Hours Event for the Tovares Strachan Exhibition, which welcomed children with odditional needs ond families from across London, ensuring o more inclusive event ond embedding inclusive practice for future events. We also increased engagement with young people locally through delivery of a series of Music and Makaton workshops at Hatchlands primary school, and through our community paperchain project. We continued our relationship with Reigate College, delivering introductory Inclusive Communication training to 30 students destined for careers in healthcare and medicine. We have now delivered this training to over l 00 medical students since the programme started. The outcomes continue to be outstanding, demonstrating significant gains in understanding and confidence in interacting with people with communicotion needs and understanding their legal rights. The sample pre ar)d post measures below show the difference the workshops make to the student5, showing increoses in knowledge ond confidence ranging from 34.8Y. 88.3Yts, which is highly encouraging. Incluslve communlca1io￿- who needs It7 J 14 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Before l. How confidenl are you that you know what a communication disability is? 23 responses 4 117.4%) 4117.4%} 113%) 1 143%) 18.7%) 18 7Qkl 1 14.3%) o io%) o <0%) Not ol all conllo•nl Extren confld•nl 10 After l. How confident are you that you know what a communication disabilily is? 20 resp0Th5es 140%) o {o%i o io%} o io%1 o io%) o io%) o 10%> 110%) Not ol all conlia•ni 11. EKlr*rnaty confidanl 10 5. Is it a legal requirement to provide communication support for someone In a heatth or social care setting. 23 responses •Y¢s •No Not suit 34.U% Before AfFer 15 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees These change5 in knowledge ond confidence around communication needs matter5 because local and national evidence (Healthwatch Surrey 2023," LeDeR report 2022,. Oliver McGowan Troining 2024J shows that people with learning disabilities and autism continue to die younger than the generol population. from ovoidable causes - ond communicotion breakdown is o significant causal factor. We hope that, by reaching medical professionals at a young age, we can help to change skills and attitudes, so that people with cognitive communication needs can expect equity of core. Further work with younger people included delivering an initial workshop for NESCOT and opening conversations with youth clubs for people with odditional need5. PM Active Iwoodhotchl ond PHAB (Epsoml. We delivered Mokaton training for Westbourne Primary School in Sutton, and extended our work with families through Surrey Minority Ethnic Forum and the Dalmar Charity, explored in more detoil below. We hove been less successful in increasing the number of people aged 16-25 in the Epsom Choir, prompting us to consider whether a differenl youth choir model may be needed, as the number of queries regarding services for children and young people continues to grow. Research and development in this area will be o priority for 2025-2026. Empowerlng more people wllh Ilved experlence of communlcatlon needs Probably the biggest ond most impactful long term step to empower more people with lived experience of communication needs at 1nclude.org was the Board Transformation Project. We invested significant resources in lerms of staff time and recruitment to ensure this was a meaningful process ond ovoided tokeni5tic changes to governonce. It is o long term commitment and an ongoing process, but we are delighted to have laken the first definitive steps this year. There is more information about this in the Governance section of the report. Although orguably the most significant step, Ihis was by no means the only oction token to further empower members and lived experience Trustees. Working with University College London and Research Ready Surrey, we carried out hvo research projects which created.. A comprehensive oudit and qualitative research project carried out by fvrfo Speech and language therapy students completing their MSC. They carried out qualitative research withLived Experience Trustees, supported volunteers and service reps, examining the levels of support we provide to people with communicotion needs to enable them to toke on roles of responsibility within the organisation. This report will be published next year. A co-produced baseline outcome measure thol enables us to better capture the impact of our services. The project was led by our speech and language theropy Lead and the tool was designed by a steering group of members and supported volunteers. The project was showcased ot the Surrey Heartlands NHS Expo in July 2024 16 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees This yeor, Include joined 6 other organisotions to form the Surrey Core Talent Collective, responsible for rolling out the nalional mandatory Oliver McGowan Training across Surrey. This resulted in 8 members of Include quolifying as Oliver McGowan Lived Experience Trainers. which mean5 they now hove the opportunity for paid work delivering crucial training to health ond core professionals. Our thanks go to Active Prospects for heading up and including us in this work. Within the Champions service, we worked to develop members, understanding of self advocacy and their rights, while developing soft skills for work. This was achieved through a number of partnership projects, which resulted in.. A bespoke co-produced Iraining webinar for Govia Thameslink Railway to improve stoff awareness ol and support for people with communication needs using the railway. Funding from the Russel Kin Trust enabled us to further develop this work with a view to creating a range of resources for different business contexts. An Easy Read Resource to people understand whal they can expect from their GP service, shared in practices across Surrey 'The Mental Capacity Act and Managing your Money,: Training Workshop and Resource. developed for Active Prospects and delivered at Surrey County Council Headquarters An Accessible Version of South East Coast Ambulance Service's Five Year Strotegy And. at a memorable event at University College London, 3 members of the Champions group delivered a seminar aboul the importance of clinicians making people aware of the Mentol Capacity Act legislation and their rights to support. They received a standing ovation for their work ond the following feedback- 'Thonk you and the Include Champions ogain for such an inspirational and fun presentotion yeslerdoy. It wos jom-pocked with inlormotion ond Ploces lo find resources ond we loved your animations. Trbree things stood out for me yesterday. first was the singing. secondly. hearing from trhe Chompions. And thirdly, the work you are doing at Include is fontastic. it is changing how people feel oboul themselves ond chonging Iheir lives. Sophie 8offett, MRCSLT- Chair.. UK SL T MCA Clinical Excellence Network 17 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Developing our Speech and Longuoge Therapy Offer In addition to the training and coproduction work already described, the speech and language therapy team also developed new training and services, including: Inclusive Communication workshop for Thomes Volley Victim Support Using Inclusive Communication in Mental Capacity Assessmenls: Training for researchers at Exeter University An inclusive communication oudit and training pilot for sociol care settings. delivered for local Care Provider, Active Prospects. Through extended consultation, we designed a 'bitesize and follow-up, training package intended to make it easier for social care staff to leorn procticol communication skills within the working day. Unfortunately, stoff changes meant that we were unable to salisfaclorily complete the project evaluation but Ihe feedback wos very positive and reinforced for us how essential it is that all social care providers have occe55 to well-evidenced and comprehensive inclusive communication training 'The training has been very useful to the team. Personally I feel communication training should be up there with safeguarding as mandatory training, because it's just one of Ihe things you need to do. Krystal Hammond. Home Manager Increaslng Dlverslty Although we hove made some progress, we recognise that we still hove much work to do in increo5ing the ethnic diversity of our membership, staff ond volunteer team. We enrolled in the Pathways to Trusteeship Programme from January, which gives a young Trustee from a global majority background an opportunity to shadow a board. This is helping us to look at systemic opportunities and barriers and is proving o great learning experience on both sides. We were delighted to hove Ihe opportunity to work with l O parents and professionals of Somali origin. through the Dalmar Charity which is seekir)g to support Somali families, overcome stigma connected to Learning Disabilities and autism and give parents and professionals the skills to help support children with communication needs. Over 5 months, we delivered a114 Makaton levels- and received some truly heartwarming feedback. 18 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees roinings from Level I to Level 4 ove ru een es course an ava leorned has helped me communicate better wilh Ihe children I work with. One of the children Ihat I was working wilh al the lime I had slarted the course had Down Syndrome. and he used Makolon as o form of communicolion. Although he was oble to speok. he would use differenl signs to osk lor different Ihings. After compleling the Level I training. I wa5 able to understand what he was asking for and communicate back lo him and it created a greal bond between us. This helped v5 communicole beller with each other and I was exlremely happy that I was able lo communicate in Ihol way with him. Overoll, the Mokoton Troining hos been extremely voluoble. ond l om looking forward to using it in my doy-to-day work ond proctising it more every chance I get, ond l om Ihonkful lo Inclvde ond our incredible tutor for the omozing svpport thot she hos provided to US Studenls. It was a great opportunity to leorn with her as she made the entire training extremely easy to learn. It was on infomiative course with lots of practical se55ions helping u5 practice and learn better. Naimo Abshir. Care S(Jpporf Worker We were also really pleased to develop our relationship with Surrey Minority Ethnic Forum and deliver a workshop as part of their work to support families of autistic children, which was extremely well received and which we hope to develop further. 'An omozing opportunity lo learn about aut15m and communication,. ' Highlighting the Strengths and unique obililie5 of the aut15tic individuol 'Alix presented how simple ond e05Y it con be lo commvnicote in non-verbal ways.. 'It wos brilliont, everyone wos so engaged. Alix hos o fun ond informolive approach to her workshops. I look forward to more in the future., articipanls. SMEF Autism ond Communtcafvon Workshop 19 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Wellbeing: Mentol and Physical Health Some of our developments ond achievements this year were unplanned - but responded to the needs of our members as expressed ond observed. In line with a national increase, growing numbers of our neurodivergent and learning disabled members present with mental health needs. and we realised that we needed to respond, within our professional boundaries. We designed and delivered mental health trainir)g for volunteers and staff, kir)dly presented by a volunteer with both professional and lived experience. and worked alongside local mental health charities, Love Me, Love my Mind and WoyThrough to signpost ond share expertise. Responding to member feedback, we ran additional 'keeping in touch, events over the longer summer and Christmas breaks, where people have less access to services and feel more isolated and at risk of mental health. Services to boost mental wellbeing included additional Stroll and Sign sessions. online 'virtual teo breaks, and o very successful art project. run by a member of staff. volunteering her time in partnership with DAISY Arts. Through increased communication opportunities, social contact, exercise in natural surroundings and creative expression, members reported these sessions to significontly benefit their mental health and reduce feelings of isolation. lnclude.or also promotes physical wellbeing through the Stroll ond Sign and Choir projects as well as through its training for healthcare professionals, helping to reduce ongoing inequalities in healthcare and health outcomes for people with communication ond learning needs. To further increase our impact in this areo. staff and volunteers undertook MECC (Make Every Contact Counti training through Surrey Community Aclion, raising awareness of key health chollenge5 and giving the team skills and confidence to engage people in difficult conversations about their health. Staff and volunteers reported positive conversations about issues including weight monagement, diobetes, exercise, alcohol consumption and smoking with members, indicating the success of the training. As well 05 providing opportunities for exercise ot our Stroll and Sign sessions, we addressed health topics wilh the Champions group and reintroduced our accessible 'traffic light'system for snacks at breaktime at the choir sessions. with a wider range of healthy options. 64fo of our members reported that Include helped them to make healthy choice5. While this remains our lowest impact score la result perhaps not helped by Ihe member-written lyrics to our Include Choir Agreement which stales ' sometimes we have cake'l, we are pleased that the majority of our members feel Include promotes physical as well as mental health and will continue to develop this. Having appointed a fitness specialist to run our Stroll and Sign project, we are hopeful we con make more progress in the future. 20 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Community Projects ond Fvndroising Activities The Paperchaln Projecl Communicotion is all about connection and this yeor we found o way to raise awareness of communication needs ond connect with different demographics and group5 across o ronge of sectors. in our Paperchain projecl. which also formed part of our Big Give Fundraiser project. In the Autumn of 2024, lnclude.or visited local schools. community groups and the local shopping centre, sharing giant poperchoin links, designed by one of our supported volunteers, which asked people to pledge what Ihey would do lo help include people with communication needs this Christmas. Wrllèo ty*iso9* ￿￿T￿V.￿. ￿ES1￿￿￿￿￿O￿pl¢•l¢r•th in lude.org konto (￿1? Over 500 links were completed by people across the community, raising awareness of communication needs and creating a call to action to create a more inclusive community. The giant chain hung in the Belfry Shopping Centre across the Christmas period, raising smiles and further promoting thal message of inclusion. Chris*mqv Wyr 21 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees The legacy of the project didn't end when the poperchoin was token down after Christmas. In January, The Include Choir team took the messages from the paperchains and used them to form the lyrics of o brand new song, premiered at our March concert, supported by Redhill Redstone Rotary and Vocol Dimension Chorus. The Paperchoin Song Spreads the community-penned message of inclusion and action far and wide and remains a firm favourite with members and audiences alike. The Paperchoin Project wos a key success in our community fundraising activities this year. Due to o notional reduction in funding availability from local and central Govemment and Trusts and Foundations, lnclude.or relied more heavily than ever before on its engaged and loyal community support network, putting increased strain on our small fundraising and events team. but leading to moments of wonderful creativity and community engagement, as pictured above. In addition to raising an incredible £36,000 through the Big Give Christmas Chollenge. our hardworking fundraisir)g team, including our lived experier)ce board and members, also raised funds through community engagement events like our Big Sing in the Park, Teas on the Green in Brockham, and of course the Annuol Run Reigote event where more runners participated thon ever before. c•mber 3.to liy ARGET REAC Y. 4 £36,000 THANK YOUIII stion9er When We Joln Togetherl 22 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Partnership through Performance We ore extremely groteful to Redhill & Redstone Rotory, Reigate Rotary and Redhill & Reigate Roundtable for Iheir support this year We would olso like to thank Vocol Dimension Chorus, Unison Choir, Redhill Methodist Church, All Saints Church Merstham, Redhill United Reform Church, St Mary's Church Reigate, St Marks Church Tadworth, Reigate & Banstead Borough Council, DAISY Arts, Active Prospects, ALDAG, NESCOT College. Woythrough, Love Me, Love My Mind, the Light, Redhill & Epsom stations, Merton Mencap, Surrey & Borders Partnership NHS Trust and the High Sheriff ol Surrey for opportunilies to perform and work in partnership. A huge debt of gratitude is owed to Ihe Hive Rooms, Agile Ability Film, The Belfry, Creamies Cafe, Florries Cafe, the Garibaldi, the Good Consulting Compony, Morr & Co, Hatchlands Primory School. Brockham Teas on the Green, Wadingham Wl. Burnt Toost Events and Redhill & Reigote Choral Society for pro bono and fundraising support. Campaigns The way in which Include works in partnership to engage with the community and raise awareness of communication disabilities and Ihe need for reasonable odjustments for people with communication need5 goes far beyond the locol community and musicol performance. This year, contributed evidence for two national campaigns, headed up by the Royal College of Speech and Language Theropists ond national communication charity. STAMMA. We hope the written submissions to the parliamentary moderni50tion commiltee and the supporl for the amendments to the Menlal Health Bill will mean better outcomes for people with communication needs in a ronge of situations. We continue to promote the national Communication Access UK initiative at a local level, and this year, LOlUd￿[g also became a signatory ond supporter of the #lnvestinSLT campaign which asks the government to recognise the difference that speech and language therapy makes to health and economic outcomes and invest in it accordingly. Awards This year was another when lnclude.or was recognised both locally and nationally for the difference the chority makes to the lives of people with communicotion needs. Our Champions Lived Experience Group were shortlisted for Charity Communications 'lnspiring Communicotor of the Year, for their freely shared Easy Read communication work and their work with externol orgonisotions to ensure that communicotions ore accessible to all. Once again, l00lud￿ was a finalist in the National Smiley Charity Film Awards with the film which clearly shows the depth of support that Include offers and the lengths to which our members lond their familie51 will go to to acces5 our services. 23 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Two of our volunteers received Moyor of Reigate and Banstead Volunteers Awards, demonstraling the commitment and hord work of the teom as o whole. This was the first time a Lived Experience Trustee had received the oword ond so was doubly rewarding. And to round off the year, lnclude.or beat stiff competition from across the County to win Surrey Business Community Hero of Ihe Year award, in recognition of ils work lo empower and connect some of Surrey's most vulnerable people. Following lost year's Reigote ond Bonstead Busine55 of the Year Award, lnclude.or continues to consolidate its reputation, not only as a charity whose impact exceeds its size, but as a robust and sustainable business. Learning and next steps We recognise that despite the significant progress mode towards long term strategic goals, there is always more to do. Priorities for the year ahead include: Building Staff Capacity ond developing sustainable structures and income streams, through investment in delivery of paid for services and fundraising 5UPPOrt. We learned a great deal from unsuccessful recruitment and reslructure and hope this learning will enable us lo improve recruitment processes, support stoff wellbeing and secure a brighter long term future for the charity. Working with business experts to develop a replicable model of The Include Choirs which allows us to increase the numbers of people we reach and achieve the levels of service and personolisotion that our member5 deserve. While motivated from the best of intentions. initial plans to split the choir and set up another service failed to appreciate the additional financial and resource pressures and increased organisationol risk that this would bring. This has led to recognition that we need to seek expert advice to support us in the next stage of ourjourney. Increasing Equality, Diversity and Inclusion within the organisation, with a particular focus on greater representation of people from the Global mojority at all levels of the organisation. While we feel we have made positive first steps, there is still more to be done to ensure lnclude.or lives up to its name across all parameters of inclusion. Using increosed copocity for efficient dato processing to build effective impoct reporting. Investment in digital transformation means that In is in a better p051tion than ever before to capture the far-reaching impact of its work. Our priority is to optimise processes and human resources to ensure we reolise the potential of the new system5. We look fopNard to continuing lo work with our stakeholders lo steward JI QIUd￿ into the nexl phase of its development with enthusiasm, determination and hope. 24 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Financial Review Flnanclal posltion The charity's financial position is reviewed onnually ot the trustees, meeting held to approve Ihe year end occounts. For Ihe year ended 31 March 2025, the charity's total income was £170,011,. £10,032 up on last year. This represents the continuing growth of the charity since its formation in 2018, and is a significant ochievement considering the fundraising londscape during the cost of living crisis. Prlnclpal fundlng sources A5 in previou5 years, a proportion of funding was received from Trusts and Foundations. with grateful thanks to the Lloyds Banking Programme, Community Foundation for Surrey, Cenlral Surrey Voluntary Action, Action Funder. Russell Kin Trust, Your Councilor Community Fund, The D'oly Carte, Research Ready Surrey, Music for All, Gorfield Weston, Gill Flinn, Orbit Shed and Pam Griffiths. The charity took port in an annual Big Give fundraising campaign for the 5th year running, exceeding the target of £36,0(K). This year saw a substantial increase in income earned from outreach and training. This was due to increases in co-production and consultancy work, along with more Mokoton courses provided and involvement in the Oliver McGowen programme. The remaining income was generated from donations, fundraising, gift aid, membership fees ond merchandise soles. Expendlture Total expenditure for the year wos £169136,- £36,647 up on last year. This increase in expenditure primarily reflects a new CRM system, introduction of PAYE and increased staffing costs, particularly the investment in lived experience support. We hove been able to maintain the increased size, service delivery ond impact of the chority 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 poy structure5. Reserves The charity has relatively few specific long-term commitments but the Trustees are mindful of the need to maintain a sufficient level of reserves to enable normal operating activities lo 25 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees continue should o shortFoll in income occur, giving the opportunity to reploce funding streams and, if necessary, to wind down its programme of support. In order to moke a judgement on the amount of reserves, the Trustees have considered the risks in respect to income ond expenditure potterns, level of risk associated with its funding 50urce5 and future plans and strategic objectives and where funds can only be realised by the disposal of a fixed asset. Also taken into consideration are any external identified potential major risks to income and expenditure during the year under consideration. Totol reserves at the end of the year consisted of £99,264 in unrestricted free reserves ond £22,414 in restricted funds. The frustees recommend Ihat lnclude.or should hold between £88,807 ond £108,835 in free reserves. The Trustees hove also agreed to designate £5,000 towards the cost of replacing aging asset5. This reserves policy tokes into account the need for financiol stability and sustoinability, enabling us to meet beneficiary needs, 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 o Charitable Incorporoted Orgonisotion. controlled by its governing documenl, a deed of trust and constitutes 0 limifred company, limited by guarantee, as defined by the Companies Act 2006 Board Transformalion This year brought really exciting changes lo the structure and governance of lnclude.or As begun in the previous year, we completed our programme of accessible Governance Training ond resources, following which, we recruited 7 new Trustees with lived experience of communication needs. In light of their cognitive communication needs, the new Trustees were required to undertake an assessment of capacity to fully understand the role of Trustee. alongside the standard Governance requiiements and procedures. 3 former Trustees stepped down, but moved into Professional Advisory roles which meant that their experience and expertise was not lost within the charity; they continue to advise our Lived Experience board on specific matters. Our Chair, Treasurer ar)d Safeguarding Leads remained in post, ensuring continuity and stability and the Trustees received regulor individual and group support from the Lived Experience Support 26 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Coordinotor and CEO, ensuring they can carry out their duties effectively. While acknowledging that this transformation does bring additional work, as we ensure that documentation and processes are made fully occessible, we are delighted with the insights and direction that the new Trustee5 have brought to the Board and feel this hos been on important step for Include in truly living our values of inclusion. Workforce Founder & CEO, Alix Lewer, is a speech and language therapist and former Safeguarding Adults Lead - bringing a range of relevant skills. Her research into the barriers of achieving sustained change in communication support for adults with learning disabilities and autism within social care seltings (Lewer & Harding 20131, provides the foundalion of Include.org. She is supported by an excellent ond growing part-time team of employees, contracted staff and volunteers. 2024-25 saw recruitment and restructure as Include invested in its workforce to meet growing demand and need. Operational support needs and leodership restructure led to the recruitment of an Operational and Business Development Lead role,. this unfortunately wa5 not successful or sustained so leadership responsibilities continue to be managed by our Finance and Data Lead, Communications Partnerships & Fundraising Lead and Clinical Leads. The operational worklood was addressed by recruitment to vacant or new roles- Lived Experience and Volunteer Support Coordinator, Administrator and Stroll and Sign Project Officer. Despite the widely-reported chollenges of volunteer recruitment and retention within the Sector, we maintain a dedicated team of 50 volunteers delivering both front of house service and remote administrative and creative support. Risk Managemenl The board and senior leadership team takes a dynamic approach to risk managemenl, reviewing and updating regularly, based on the Charity Excellence Framework approach and resources, ond using inclusive communication strategies to aid the Lived ExperienceTrustees' understanding and engagement. Key Rlsk Mlffgatlon Safeguarding vulnerable adults and young people Updated training for additional Safeguarding Leads and Trustees Increased training (in-house and externall of volunteer5 Accessible resources to facilitate involvement and empowerment of people with commvnicotion need5 27 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Digital transformalion- improved and updated record keeping and risk recording Funding insecurities in increasingly competitive lond5cope Investmenl in mentoring and training support for Fundraising Teom Diversification of fvnding streoms Regular review & analysis Registration with Fundraising Regulator Cash Flow Organisational Resilience Review and consultalion with The Good Ship staff troining Review of reserves & key financiol management policies Increo5ed sophistication of cyber-security attacks Controcted audit and action plon staff training & upskilling vio South East Cyber-resilience Centre Exploration of Cyber-security Essentials Investment in digital transformation - Beacon CRM system Over-relionce on key-staff Orgonisational Restructure Recruitment to new posts & vacancies Regular mentoring Orgonisotionol resilience consultoncy ond review Threats to staff ond volunteer wellbeing in increasingly pressured small charity landscape External HR Support Employee Assistance Programme Recruitment lo new posts & vacancies Disability Confident Accreditation Rising membership numbers causing increased pressures on services strategic plan for developing additional service Volunteer recruitment campaign stoff restructure and recruitment Failure to communicate true impact. depth and breadth of the charity's services Development of Communications strategy Update website Impact measurement audit ond review Impact on the environment and climate concerns Appointment of Green Trustee storl to create 'Aiming for Net Zero, policy 28 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Reference And Administrative Details Registered Charlty number 1177785 Registered office 37 South Mead Redhill RHI 2EL Trustees Mrs Cathy Wood - Chair Mr Nigel Leoch - Treasurer Ms Harriet Ayhan Mr Heike Knip Ms Beth Forr Ms Emma McKenzie Mr Martin Cornford Ms Sarah-Jayne Manson Mr Jamie Benstead Ms Felicity Harrison Independent Examiner Emma Reed FCCA EJK A5SOCiQtes 22 Nansen Road London SWI1 5NT Approved by order of the board of trustees on 27th October 2025 and signed on its behalf by.. N Leach - Trustee 29 THE INCLUDE PROJECT for the year ended 31 MARCH 2025 Report of Ihe Trustees Independent examlner's report to the trustees of The Include Project I report to the trustee5 on my exomination of the accounts of the obove chority I'the Trust") for the year ended 31 March 2025. Responslbllltles and basls of report As the charity's trustees, you are responsible for the preparation of the accounls in accordonce with the requirements of the Charities Act 20011 I'the Act'l. I report in respect of my examination of your Trust's accounts carried out under section 145 of the 201 l Act and ir) carryir)g out my examir)ation, I have followed all the applicable Directions given by the Charity Commission under section 145151 Ibl of the Act. Independent examiner's stotement I have completed my examination. I confirm that no material matters have come to my attention in conneclion with the examination giving me cause to believe.. l. accounting records were not kept in accordar)ce with section 130 of the Charities Act,. or 2. the accounts do not accord with the occounting records,. or 3. the accounts do not comply with the applicable requirements concerr)ing the form ond content of account5 set out in the Charities (Accounts ond Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fair view which 15 not o matter considered as port of on independent examination. I have no concerns and have come across no other matters in connection with the examination to which ottenlion should be drown in this report in order to enable a proper understanding of the occounts to be reached. Emma Reed FCCA EJK Associates 22 Nansen Road London SWI1 5NT Dote: 27th October 2025 30 THE INCLUDE PROJECT STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 202S 3110312025 3110312024 Total Total funds £ funds £ Unrèstrlcted Ivnds £ Restrlct•d funds £ Notès INCOME AND ENDOWMENTS FROM Donotions and legacies 41.969 99.248 141.217 130.723 Charitable activities Perfoimonce & outreach fees Membership fees other Iroding octivities 13,094 11,738 3,870 13,094 11,738 3,870 6,982 7,4 14.874 Interest 92 92 Total 70,763 99,248 170,011 159.979 EXPENDITURE ON Raising funds 7.813 3.593 11.406 9.016 Charltable aclivitles Perfotrnance & outreach costs Support C05t5 Goveinonce costs 29.584 6,817 3,188 109.382 7,983 776 138.966 14,800 3,963 109.106 12,463 1.904 Total 47,402 121,734 169,136 132,489 NET INCOME/IEXPENDITUREI 23.361 122.4861 875 27.490 Transfers befvieen funds 4.595 14,5951 RECONCILIATION OF FUNDS Total fund5 brought forward 71,308 49.495 120,803 93.313 TOTAL FUNDS CARRIED FORWARD 99,264 22.414 121,678 120,803 31 THE INCLUDE PROJECT BALANCE SHEET 31 MARCH 2025 3110312025 3110312024 Total Total funds lunds Unrestrlcted Restrlcted funds Ivnds Notes FIXED ASSETS Tangible assets 133 133 342 CURRENT ASSEts stocks Debtors 2.803 2.478 98,076 855 3.658 2.478 126,513 2,429 37.894 98.631 Cosh ot bank and in hand 28,437 103.358 29.292 132.650 138.954 CREDITORS Amounts falling due within one year 13,3061 17,7991 118,4941 NET CURRENT ASSETS l (X),052 21,493 121,545 120.461 TOTAL ASSETS LESS CURRENT LIABILITIES l (X).052 21.626 121.678 120.803 NET ASSETS I IXl,052 21,626 121.678 120.803 FUNDS Unrestricted funds Restricted funds 99,264 22.414 71,308 49.495 TOTAL FUNDS 121,678 120.803 32 THE INCLUDE PROJECT NOTES 10 IHE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 2. OTHER TRADING ACTIVITES 3110312025 3110312024 Merchandise Fund roi5ing events 1.061 13.813 3.870 14.874 3. NET INCOMEI{EXPENDifuRE) Net incomelleKpenditurel is sloted oftèr chargingllcrèditingl.. 3110312025 3110312024 Depreciation- owned os5ets 209 847 4. TRUSTEES. REMUNERATION AND BENEFITS There weie no trustee5' remuneration or other benefits for the year ended 31 March 2025 nor lor the ytror trnded 31 March 2024. 5. COMPARATIVES FOR THE STAIEMENT OF FINANCIAL ACTIVITIES- 2024 Unreslrlcted Restslcted funds funds Total lunds INCOME AND ENDOWMENTS FROM Donation5 Qnd legacies 37.617 93.106 130.723 Charftuble actlvltles Perforrnonce & outteach fees 6.982 6.982 Memt)ership fees other trading activities 7.400 14.874 7.4 14.874 Total 66,873 93.106 159.979 EXPENDITURE ON Raising funds 8.230 786 9.016 charltuble aetlvltles Performonce & outreach costs Support C05t5 Governonce costs 34.134 4.283 1,904 74.972 8.179 109,106 12.462 1.904 Totul 48.552 83.937 132.489 33 THE INCIUDE PROJECT NOTES TO THE FINANCIAL STATEMENTS - con I FOR THE YEAR ENDED 31 MARCH 2025 S. COMPARAnvES FOR THE STATEIAENT OF FINANCIAL AcnviTIES- 2024 conl N￿INcOmE 18.321 9,169 27.490 Nel movement In fund5 18.321 9.169 27.490 RECONCILIATION OF FUNDS Totol Ivnds brought fonvord 52,987 40.326 93,313 TOTAL FUNDS CARRIED FORWARD 71,308 49.495 120.803 6. TANGIBLE FIXED ASSETS Plant and Computer machlnery eqvlpmenl Totals cosi At l April 2024 Addition5 Disposals 3.209 5.036 8.245 18561 18561 At 31 March 2025 3,209 4.180 7.389 DEPRECIATION At l April 2024 Choige loi yeor Eliminated on disposal 2,867 209 5,036 7,903 209 18561 18561 At 31 March 2025 3,076 4.180 7,256 NET BOOK VALVE At 31 Morch 2025 133 133 At 31 March 2024 342 342 34 THE INCLUDE PROJECT NOTES TO THE FINANCIAL STATEMENTS - conl FOR THE YEAR ENDED 31 MARCH 2025 7. STOCKS 3110312025 3110312024 stocks 3,658 2.429 8. DEBTORS.. AMOUNTS FALLING DUE WITHIN ONE YEAR 3110312025 3110312024 Trade debtors Prepayments 2,178 300 35.999 1.895 2,478 37,894 ?. CREDITORS: AMOUNTS FALLING DUE WIIHIN ONE YEAR 3110312025 3110312024 Trode creditors Other loxes & sociol security Accnjed expenses 8.415 2,365 324 17.894 600 18,494 35 THE INCLUDE PROJECT NOTES TO THE FINANCIAL STATEMENTS - con'l FOR THE YEAR ENDED 31 MARCH 2025 10. MOVEMENT IN FUNDS Nel Tronsler$ At movement belween 0110412024 in fvnds Ivnds At 3110312025 Unrestrlcted funds Generol fund Big Give 2024 Lloyds Bonking Progromme Desi9noted reserves 17.676 14.748 53.227 85.651 8.614 8.614 5,000 53.632 148.6321 71.308 23.362 4.595 99.264 Re51rlcled funds Guy's & St Thomas, Al Age Aulism Reigote & Bonsled Borough Council 2023 Peter Horrison Foundolion Nalionol Lottery 2024 Shanly Foundotion 2023 Big Give 2023 Hardship fund Community Foundation foi Surrey Cential Surrey Voluntary Aclion Action Funder Russell Kin Trust 2024 Your Councilor Community Fund Big Give 20?4 The D Oly Corte Reaseorch Ready Surrey Music for All Garfield Weston 2024 4.610 4.568 287 3.691 ?o.cth) 14.5681 12871 120,(K>OI 13,0001 113.2931 100 13.293 45 160 1.200 754 13.962 6.000 1.200 754 13.962 6.000 337 337 ort)it Shed Pam Grilflhs 49.495 122.4861 14.5951 22.414 TOTAL FUNDS 875 121 678 36 THE INCLUDE PROJECT NOTES TO THE FINANCIAL STATEMENTS- con't FOR THE YEAR ENDED 31 MARCH 2025 10. MOVEMENT IN FUNDS conl Nèl movèmenl In fund5. Included In the abovè are a5 follows= Incomlng Resources Movement resources expended In funds Unrestrlcted fund$ Generol fund Big Give 2024 Lloyds Banking Progromme Designated ieseive5 49,518 78 25.(KX) 134.6901 14.828 116.3861 148.6321 8.614 148.6321 74.596 199.7871 Reslrlcled funds Guy's & Sl Thomos, Al Age Autism Reigote & 8onsled Borough Council 2023 Peter Harti50n Foundation National Lottery 2024 Shanly Foundation 2023 Big Give 2023 Hordship fund Community Foundotion for Svrrey Cenlrol Surrey Voluntory Action Action Funder Russell Kin Trust 2024 Your Councilor Comrnunily Fund Big Give 2024 The D Oly Carte Reasearch Ready Surtey Music for Al Garfield Weston 2024 14.6101 14.5681 12871 14.5681 2871 120,0001 13.0001 113.2931 120.(KK)I 13.(KK)I 113.2931 195 1,339 2,996 12.9961 12.8001 1,2 754 13.962 850 36.0 122,0381 12.IK)01 16631 125.(K>OI I.ODO 25.( 11,500 457 337 Orbit Shed Pom Grilfths 14571 99,337 126.4181 127,081 TOTAL FUNDS 37 THE INCLUDE PROJECT NOTES TO THE FINANCIAL STATEMENTS - conl FOR THE YEAR ENDED 31 MARCH 2025 10. MOVEMENT IN FUNDS conl Comparatlves for movement In lunds - 2024 Net Transfers At movemenl beh¥een 0110412023 In funds At fund$ 3110312024 Unrestrfcted fund$ Generol fund Big Give 2023 Designated iesetve5 10.268 18.321 110.9131 17.676 42.719 10.913 53.632 52.987 18.321 71.308 Re$fvlcled fund$ Svrrey County Council Nolionol Lottery 2022 Guy s & Sl Thomos. Heolthwotch Surrey Reigote & Ban5tead Borough Council 2022 19.473 6.235 10.0 1.500 2.610 119,4731 16,2351 15,3901 11.5(X)I 12.6101 15081 4.568 287 4.610 Al Age ￿jlISM Reigote & Banstead Borough Council 2023 Foyle Foundotion Golwick Airport Community Trust 2023 Peter Horrison Foundotion Nolionol Lottery 2024 Shonly Foundotion 2023 Achemy Foundation The Bailey Thomas Chaiilable fund Edward Gosling Foundation Varb Sparks Big Give 2023 Power Tutors Hardship funds 4.568 287 3.691 20.000 3.000 3.691 ?0.000 13.293 13.293 45 9.169 40.326 49.495 TOTAL FUNDS 93.313 27,490 120,803 38 THE INCLUDE PROJECT NOTES TO THE FINANCIAL STATEMENTS- con't FOR THE YEAR ENDED 31 MARCH 2025 10. MOVEMENT IN FUNDS conl Comparatlve net movement In fvnds 2024, Included In the above are as follows= Incomlng Resources Movement resources expended In fvnds Unrestrlcted fund$ Generol fund Big Give 2023 56.462 10.410 138.1421 18,321 66.873 IAk8.5521 18.321 Reslrlcled funds Surrey County Council Nolionol Lottery 2022 Guy's & Sl Thomos, Heollhwotch Surrey Reigote & 8anslead Borough Council 2022 119,4731 16.2351 15.3901 11.5001 16.2351 15.3901 15081 15.4321 15081 4.568 287 Al Age ￿jlISM Reigate & Ban5tead Borough Council 2023 Foyle Foundation Gobwick Airport Community Trust 2023 Peter Horrison Nolionol Lottery 2024 Shonly Foundotion 2023 Aichemy Foundtstion The Bailey Thoma5 Chaiilable fund Edward G051ing Foundation Varb Sporks Big Give 2023 Power Tutors Hordship funds i 0,000 2.500 7.500 2.500 6.000 20.000 3.000 1.000 1.000 i 0,000 2.000 24,900 2.661 45 17.5001 12.5001 12.3091 3.691 20.000 3,000 11.0001 11.0001 11 0.0001 12.0001 13.293 12.6611 45 93.106 183.9371 ?.169 TOTAL FUNDS 159,979 132.489 27.490 39 THE INCLUDE PROJECT DEfAIIED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025 3110312025 3110312024 INCOME AND ENDOWMENTS Donallon$ und legocle$ Donotions Hardship fund Corporate donations Gront5 60.002 62.467 4,000 77,215 65.5(K) 130.723 Olher tradlng acllvltle5 Merchandise Fund raising events 2.485 1.385 1.061 13.813 3,870 14,874 Charflable aetivrfies Performance & outreach fees Mernbership fees 13.094 11.738 6.982 7.4 Interest 92 Total Incomlng resovrces 159,979 EXPENDifvRE Rotsln9 donotlons and le9ocles Wage5 7,900 Olher trading aclivitie5 Opening merchandise stock Merchandise costs Closing merchondise slock Fundroising costs 2.429 2,532 13.6581 2,204 878 2,660 12.4291 1.2?7 3.506 2.336 Charfloble actlvllles Wage5 Employer5 notional insurance Pension contribulions Music equipment Training Resources Communicotion resources & licences 135.856 444 105.490 89 266 2.297 1.053 138.966 109.106 40 THE INCLUDE PROJECT DEfAILED STATEMENT OF FINANCIAL ACTIVITIES con'l FOR THE YEAR ENDED 31 MARCH 2025 3110312025 3110312024 Svpport cost5 Management Rent Insvronce Telephor)e Postage ond slotionery Advertising Sundries Travel & caleiing costs Repai￿ & renewals Computei expenses Slofl training Subscriptions Recrvilmenl costs Plant ond machinery Computer equipment Music Equipmènt Volunteer c05tS 4.905 176 128 607 1.308 4.091 176 397 3.863 878 383 3.298 1.385 544 521 133 633 263 964 757 128 245 469 254 76 459 14.800 12.463 Governance costs Accountoncy fees Prolessionol lees Bonk chorges 2.009 1.298 656 1.440 3Crt) 164 3,963 1.904 Total resource5 expended 169,136 132.489 Nel Income 875 27.490 41