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2023-07-31-accounts

REGISTERED CHARITY NUIVIBER: 1179222 REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ELYDED 31ST JULY 2023 FOR BIGMOOSE CHARITY Green & Co Chartered Certified Accountants Pembroke House Llantarnam Park Way Cwmbran Torfaen NP44 3AU

BIGMOOSE CHAIUTY CONTENTS OF THE FINANCIAL STATEIVIENTS FOR THE YEAR ENDED 31ST JULY 2023 Page Report of the Trustees Independent Examiner's Report Statement of Financial Activities Balance Sheet Cash Flow Statement Notes to the Cash Flow Statement io Notes to the Finaneial Statements 11 to 18 Detailed Statemen¢ of Financial Activities 19 to 20

BIGMOOSE CHAIUTY REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST JULY 2023 Thc trustccs prcscnt thcir rcport with thc financial statcmcnts of thc charity for thc ycar cndcd 3 1st July 2023. The trustees hawe adopted the provisions of Accounting and Reporting by Charities.. Sialement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic ofireland {FRS 102) (effective l January 2019). OBJECTIITS AND ACTIVITIES Objectives and aims The relief of hardship and distress for people in the UK and such other places as may seem appropriate by.. l ) Providing personalised therapy and early intervention to support individuals in managing their mental health and prcvcnting suicidc. 2) Facilitating the rehabilitation of individuals facing challenges due to youth, age, illness, disabilities, financial hardship, or othei social disadvdnlages, including homclcssness. This is achieved through the provision of education, training and employment opportunities, aimed at nurturing their skills for future employment. 3) Raising public awareness about mental health, suicide prevention, and homelessness through training and eharitable initiatives approved by our trustees. Significant activitie5 l ) Organising a range of fundraising events aimed al raising both funds and awareness for Bigmoose, with the standout being the Ten-y-fan event, which successfully generated over £35,000 in revenue and resulted in 30 referrals. 2) Actively participating in external events buch as the Cardiff Half Marathon and the Why we ruli mulii-day Ultramarathon, where Bigmoose was choqen as the designated charity, contributing to fundraising and increased aW￿ent￿s. 3) SccuLing funded office spaccs to fdcilitatc thc expansion and advanccmcnt of Bigm005c, rcsulting in a workforce growth of three individiials, and the ability to run on-site therapy on our own premises. 4) Running and successfully completing project I million in May 2023 Bigmoose's challenge to raiqe £1,000,000 to pro￿.Ide thcrapy aiid early and timely intcTh'cntion for peoplc, as well ￿ providing trdLning for businesses to betier support their teams. Page I

BIGMOOSE CHAIUTY REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST JULY 2023 ACHIEVEIVIENT AND PERFORIVIANCE Charitable activitie5 Entering 2023, Bigmoose continued it's unwavering commitment to early and timely therapy inlervenlions. To datc, wc havc cclcbratcd thc succcssful complction of thcrapy by 334 individuals and 27 pcoplc havc opcnly shared that. were it not for our intervention, they were on the path lo suicide. A highlight of the year was the completion of the project I million, supported by the remarkable events like Tcn-y-fan, whcrc participants plcdgcd £35,000 in support of our mission. Bigmoosc also gaincd significant recogniiion througliout the year, such as being honoured as 'Poinlq of Light, at l O Downing Street, winning the prcstigious Cardiff Lifc Award for 'Charity of thc ycar, and carning a placc on thc cslccmcd 'Futurc gcncrations change maker 100 list,. The Bigmoose focus ¢ontinues lo be helping people with their mental health lo ultimatcly prcvcnt suicidc and rcducc homclcssncss, whilst looking forward to how wc can continuc to grow and develop as a charity. Page 2

BIGMOOSE CHAIUTY REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST JULY 2023 FINANCIAL REVIEW 2022-23 saw operations scaling up considerably with income increasing 379% 10 £613,812, compared with £162,397 in the previous year. The expenses ha￿e increased in accordance with this, as one might imagine, totalling £380,641, compared with £106,308 in 2022. The bulk of this expenditure was spent on wages, consultancy fees and counselling. Overall, the charity had nel income of £233,171 for 2022123, Compared with £56,089 in the previous year. At the year end the charity had lolal funds of £331,618 at its disposal, with £179,831 of this separately managed as a designated fund received from The Valour Foundation. In January 2022 we launched project I million. The goal was to raise £1,000,000 for mental health. As a small charity, the magnitude of raising one million pounds seemed daunting. Bul within our hearts, we held an unwavering belief in our ability to achieve this goal. On 2nd May 2023, we achieved our goal. Over I 1,000 people had come fonvard, Standing shoulder to shoulder with us, donating lo our projcct I million campaign, dcmonstrating unwavcring belicf in our causc. Thi5 moncy has allowed u5 to continue to hclp pcoplc quickly, it has allowcd us to expand our team to 5 and it has provided with the much-needed infrastructure to chart our course for 2023 and beyond, developing a 5trdtegy that will continuc to trdnsforni Iivcs dnd creatc lasting change. PRINCIPAL RISKS AND UNCERTAINTIES cu￿¢ntIy, wc arc ndvigdting a couple of signific￿t chdllcnge5 that are shaping our opcraliondl Idnd5capc. one of the key obstacleq we are encountering comes from our increasing recognition within the charity and public 5¢Ctor community. This recognition has lcd to mcntdl hcalth charities (￿d othcr I￿¥¢ organisdtions referring individuals lo us for mental health support. While this acknowledgmenl unders¢ores our Credibility and reliability within the mental health field, il also prcscnts thc potcntial for an influx of rcfcrrals from alrcady wcll-fundcd bodics. tn rcsponsc to this challcngc, wc havc proactivcly implcmcntcd mcasurcs to managc Ihcsc additional rcfcrrals such as expanding our pool of therapists and streamlining our software. We saw early on that Ihiq situation ¢ould cvolvc into a morc significant challcngc, and wc arc committcd to cnsuring that our ability to providc quality Inental health support remains fimi. Another significant ¢hallenge we are currently finding with the escalating Inenlal health crisis is an increase in dcmand for mcntal hcalth support scrviccs. Howcpcr, thc funding availablc for such scrviccs is bccoming increaqingly competitive. Re¢ognising the urgency of this situation, we have redirected additional resourceq lo addrcss his challcngc. A focus has bccn dircclcd to sccuring funding, cspccially in light of thc cxpanding numbcr of monthly rcfcrrals we ale receivin¥, having growi] from receiving 20 rcfcrrals in January 2022 10 reLeiN'ing 74 referrals in July 2023. Page 3

BIGMOOSE CHAIUTY REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST JULY 2023 These ¢hallenges are shaping our qlrategic de¢isions and daily operations. However, we are dedicated lo rcmaining proactivc and adaptablc. By continually cvaluating our proccsscs, strcngtlicning our capacity, and putting emphasis on acquiring funding, we aiin lo iiavigate these Lhallenges while slaying true to oui mission of providing essential mental health support to those in need. FUTURE PLAYS As wc moN'c into another year of fundraising, expanding our team, helping more people and growing the charity we have summarised our key fo¢uses as: - Continuing to grow our therapy reach, aiming for an increase of monthly referrals. Conlinuing outreach and grow awareness Ihrough muliiple events including.. Cardiff half 2023 and 2024 - airning for 120 runners per year. Our inaugural wing walking event - aiming lo sell out one day of 20 wing walkers. An abseil event. Launvhing our own running event Begin working with more schools to educate and provide qupport to young people. Continuc to develop our own bcspokc built 50ftwarc to enli￿ce our ddy to ddy operdtions. Train a member of the team to deliver mental health training so we can help to educate more people to '.qpot the 5ign5' of mcntal hcdlth. STRUCTURE, GOVERNANCE AND MANAGEMENT At BI￿n00￿e. we priorilise simplility in our opeialional approach to prevent unnecessary complexity in managing our charity's affairs. our mana¥ement structurc ¢oinprises'. * Chairs of Tn]stees.' Bethan Lee * CEO.. Jcffrcy Smith * COO.. Chloe Smith In our decision-making proceqses as a board of trllqteeq, we maintain a strong collaborative relationship with th¢ charity's CEO and COO. Wc work in closc partncrship to maximisc thc charity's cffcctivcncss in achicving its goals. The trustees are responqible for making decisions in several key areas, including.. * Pcrsonncl.. this includcs dccisions rcldtcd to ncw hircs and thc approval of salary rcqucsts from thc CEO. Funding.. we exercise thorough due diligence to qafegu<ird the charity's financial well-being, enquring that funding dccisions arc madc with thc utmost carc. Whcn dcciding on salarics, wc slrivc to slrikc a balancc that cnsurcs fair salarics that arc sufficicntly attractivc to attract exceptional team memberq while remaining economical enough to maximiqe fundq directed towards our causc. Each member of our team possesses a well-defined role and objective, driven by a deep sense of purpose aligned with the mission and objectives of our charity. REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number 1179222 Page 4

BIGMOOSE CHAIUTY REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST JULY 2023 Principal address 4-5 Frederick Street Cardiff South Glamorgan CFIO 2DB Trustees K King {rcsigncd 8.6.23} T Jenner BLCC C Thomas (resigned 8.6.23} O Smith S Weqlern (appointed 8.6.23) J Sin {appointed 8.6.23) Independent F.xaminer Edwin Gooderham ACA Green & Co Chartered Certified Accountants Pembrc)ke House Llantarnam Park Way Cwmbran Torfaen NP44 3AU Approved by order of the board of trustees on 14th December 2023 and signed on ils behalf by: B Lcc- Trustce Page 5

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF BIGMOOSE CHARITY Independent examiner's report to the trustees (bf Bigmnnse Charity I rcport to thc charity trustccs on my cxamination of thc accounts of Bigmoosc Charity (thc Trust) for thc ycar ended 31 sl July 2023. Responsibilities and basis of report As the Charity Iruslees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act,). I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act. Independent examiner's statement Sincc your charity's gross incomc cxcccdcd £250,000 your cxamincr must bc a mcmbcr of a listcd body. I can confirni that l am qualified lo undertake the examination be¢auqe l am a meinber of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies. I have completed my examination. I confimi that no material matters have come to my attention in connection with the ¥xamination giving mc cause lo bclicvc that in any material rc5peLt'. acLounling rcLords w¥rc not kept in respcct of the Trust as required by Seelion 130 of the Act; or the accounts do not accord with those records; or the acLounls do not ¢omply with Ihc appliLabl¥ requirements conLeming the fonn dnd content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the acLounls give * true and fair view which is not a in*tter Lonsidered as part of independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should bc diawn in this rcport ill order to enablc a propcr understandiiig of Ihc aicounts to bc ieachcd. Edwin Gooderham ACA Green & Co Chartcrcd Ccrtificd Accountants Pembroke Houqe Llantarnam Park Way Cwmbran Torfaen NP44 3AU 14th December 2023 Page 6

BIGMOOSE CHAIUTY STA TEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST JULY 2023 2023 Total 2022 Total funds Unrcstrictcd funds Rcstrictcd fund Notes INCOME AND ENDOWMENTS FROIVI Donaiions and legacies 341.112 341,112 120,342 Cbaritable activities Counselling therapy 253,419 16,000 269,419 40,000 Other trading activities 3,281 3,281 2,055 Total 597,812 16,000 613,812 162,397 EXPENDITURE ON Raising funds 131.708 131,708 31,101 Charitable activities Counselling therapy Supporting thosc in nccd 188,816 16,000 204,816 60,533 12,000 Othcr 44,117 44,117 2,674 Total 364.641 16,(K)O 380,641 106,308 NET INCOME 233,171 233,171 56,089 RECONCILIA TION OF FUNDS Total funds brought forward 98,447 98,447 42,358 TOTAL FUNDS CARIUED FORWARD 331,618 331,618 98,447 The notes form part of these financial statements Page 7

BIGMOOSE CHAIUTY BALANCE SHEET 31ST JULY 2023 2023 Total 2022 Total funds Unrcstrictcd funds Rcstrictcd fund Notes FIXED ASSETS Tangible assets 10 7.137 7,137 812 CURRENT ASSETS Debtors Cash at bank and in hand 13,092 315,451 13,092 315,451 9,019 88,761 328,543 328,543 97,780 CREDITORS Amounts falling due within one year 12 (4,062) (4,062) (145) NET CURRENT ASSETS 324,481 324,481 97,635 TOTAL ASSETS LESS CURRELYT LIABILITIES 331,618 331,618 98,447 NET ASSETS 331,618 331,618 98,447 FUNDS Unrcstrictcd funds 13 331,618 98,447 TOTAL FUNDS 331,618 98,447 Thc financial statcmcnts wcrc approvcd by thc Board of Trustccs and authoriscd for issuc 14th December 2023 and were signed on ils behalf by.. on B Lee- Trustee The notes form part of these financial statements Page 8

BIGMOOSE CHAIUTY CASH FLOW STATEMENT FOR THE YEAR ENDED 31ST JULY 2023 2023 2022 Notcs Cash flows from operating activities Cash generated from operations 234,382 63,085 Net cash provided by operating activities 234,382 63,085 Cash floivs from investing activities Purchase of tangible fixed asqets (7,692) {999) Nel cash used in investing activities (7,692) (999) Cbange in cash alld cash equivalents in the reporting period Cash and cash equivalent5 at the beginning of the reporting period 226,690 62,086 88,761 26,675 Cash and cash equivalents at the end of the reporting period 315,451 88,761 The notes fonn part of these financial statemeiils Page 9

BIGMOOSE CHAIUTY NOTES TO THE CASH FLOW STA TEMENT FOR THE YEAR ENDED 31ST JULY 2023 RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES 2023 2022 Net income for the reporting period (as per the Statement of Finaneial Activities} Adjustments for: Dcpr¢ciation chargcs (Increase)Idecrease in debtors It]crca5e in crcditors 233,171 56,089 1,367 {4,073) 3,917 187 6,664 145 Net cash provided bv operations 234,382 63,085 AIIALYSIS OF CHANGES IN NET FUNDS At 1.8.22 Cash flow At 31.7.23 F4et cash Cash ¢it bank and in h￿d 88,761 226,690 315.451 88,761 226,690 315,451 Total 88,761 226,690 315,451 The notes fonn part of these financial statemeiils Pagc 10

BIGMOOSE CHAIUTY NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST JULY 2023 ACCOUNTIING POLICIES Basis of preparing the financial statements Thc financial statcmcnts of thc charity, which is a public bcncfit cntity undcr FRS 102, havc bccn prepared in a¢cordance with the Charities SORP {FRS 102) 'Ac¢ounling and Reporting by Charities.. Statcmcnt of Rccommcndcd Practicc applicablc to charitics prcparing thcir accounts in accordancc with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effecliN'e I January 2019),, Financial Rcporting Standard 102 'Thc Financial Rcporting Standard applicablc in the UK and Republi¢ of Ireland, and the Charities A¢t 2011. The financial statemenl.q have been prepared undcr thc historical cost convcntion. Ineome All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is prc)bable that the invoine will be received and the amount Can be measured reliably. Eipenditure Liabililies are recognised as expenditure as soon as there is a legal or conslru¢live obligation committing thc charity to that cxpcnditurc, it is probablc that a transfcr of cconomic bcncfits will bc rcquircd in seiileineiil and the amount of the obligation ¢an be measured reliably. Expeiidilure is ac¢ounled for on an accruals basis and has bccn classificd undcr hcadings that aggrcgatc all cost rclatcd to thc catcgory. Where costs ¢annot be directly allribuled lo particular headings Ihey have been allocated to activities on a basis consistcnt with thc usc of rcsourccs. Tangible fixed assets Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life. Office equipment 25 /0 on cost Taxation The charity is exempl from tax on ils charitable activities. Fund accounting Unrestri¢led funds Can be used in accordance with the ¢harilable objectives al the discretion of the trustccs. Restricted funds can only be used for particular restricted purposes within the objects of the charity- Restriltions aiise whcn spccified by Ihc donor ur whcn funds ale raised for particular rc5tricted pU￿OSes. Further explanation of the nature and purylose of each fund is included in the notes to the financial statements. Pension costs and other post-retirement benefits The charity operates a defined contribution pension scheme. Contributions payable to the charity's pet)sion scheine are charged lo the Stateinenl of Financial Activities iii the period lo which they relate. Pdgcll continucd...

BIGMOOSE CHAIUTY NOTES TO THE FINANCIAL STATEMEliTS- continued FOR THE YEAR ENDED 31ST JULY 2023 DOF4ATIONS AND LEGACIES 2023 2022 Donations 341,112 120,342 OTHER TRADING ACTIVITIES 2023 2022 Fundraising cvcnts Mer¢handise 1,107 2,174 2,055 3,281 2,055 INCOME FROM CHARITABLE ACTIVITIES 2023 2022 Activity Counselling therapy Grants 269,419 40,000 RAISING FUNDS Raising donations and legacies 2023 2022 Event enty fees Event Llothing Event and marketillg materials Wages Employers NI Einployers pension Consultancy fees Training Entertainment 9,077 13,628 11,899 48,292 4,682 235 38,205 5,262 428 3,400 4,066 2,828 20,807 131,708 31,101 Pdgc 12 continucd...

BIGMOOSE CHAIUTY NOTES TO THE FINANCIAL STATEMEliTS- continued FOR THE YEAR ENDED 31ST JULY 2023 CHARITABLE ACTIVITIES COSTS Counselling therapv 2023 2022 Counselling fees Wages Employers Nl Employers pension Consultancy fees Training 163,063 22.813 2.175 141 10.833 5.791 51,867 8,666 204,816 60,533 Supportfing those fin need 2023 2022 Proi'i8ion of temporary accommodation 12,000 12.000 TRUSTEES, REMUNERATION AND BENEFITS There were no trllsteeq, remuneration or other benefits for the year ended 3 1st July 2023 nor for the year cndcd 3 1st July 2022. Trustees, expenses No expenses were paid lo Iruslees during the year (2022- £876 was paid in relation (he Irusiees, travel costs). STAFF COSTS 2023 2022 Wages and salaries Social sccurity costs Other pension costs 85,076 8,025 782 93,883 The average monthly number of employees during the year was as follows.. 2023 2022 Manageinenl Administrative Pdgc 13 continucd...

BIGMOOSE CHAIUTY NOTES TO THE FINANCIAL STATEMEliTS- continued FOR THE YEAR ENDED 31ST JULY 2023 STAFF COSTS - continued No employees received emoluments in excess of £60,000. COMPAIL4TIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrcstrictcd Rcstrictcd fuiids fund Total funds ILYCOIVIE Af+lD ENDOWIVIENTS FROM Donations and legacies 120,342 120,342 Charitable activities Counselling Iherapy 40,000 40,000 Other trading activities 2,055 2,055 Total 122,397 40,000 162,397 EXPENDITLRE OP4 R<iising funds 31,101 31,101 Charitable activities Counselling therapy Supporting thosc in nccd 16,498 44,035 12,000 60,533 12,000 Othcr 2,674 2,674 Total 50,273 56,035 106,308 F4ET INCOMEI(EXPENDITURE) 72,124 {16,035) 56,089 RECONCILIA TION OF FUNDS Total funds broU￿t fO￿ard 26,323 16,035 42,358 TOTAL FUNDS CARRIED FORWARD 98,447 98,447 Pdgc 14 continucd...

BIGMOOSE CHAIUTY NOTES TO THE FINANCIAL STATEMEliTS- continued FOR THE YEAR ENDED 31ST JULY 2023 10. TANGIBLE FIXED ASSETS o￿l¢e equipment COST At 1st August 2022 Additions 999 7,692 At 31 st July 2023 8,691 DEPRECIATION At 1st August 2022 Charge for year 187 1,367 At 31 st July 2023 1,554 NET BOOK VALUE At 3 1st July 2023 7,137 At 3 1st July 2022 812 11. DEB TORS: AMOtTr4TS FALLING DUE WITHIN ONE YEAR 2023 2022 Bigmoose Coffee Company Lid Prepaymellts 3,167 5,852 13,092 13,092 9,019 Pdgc 15 continucd...

BIGMOOSE CHAIUTY NOTES TO THE FINANCIAL STATEMEliTS- continued FOR THE YEAR ENDED 31ST JULY 2023 12. CREDITORS: AMOUNTS FALLILYG DUE WITHIF4 ONE YEAR 2023 2022 Trade creditors Taxation and social security Other creditors 145 3,843 219 4,062 145 13. MOVEMENT IN FUNDS Nct movement in funds At 31.7.23 At 1.8.22 Unrestricted funds General fund Designated fund 98,447 53,340 179,831 151,787 179,831 98,447 233,171 331,618 TOTAL FUNDS 98,447 233,171 331,618 Net movement in funds, includcd in Ihc abovc dre as follows- Lncoming resources Rcsourccs expended Movcmcnt in funds Unrestricted funds General fund Designated fund 344,393 253,419 (291,053) (73,5881 53,340 179,831 597,812 (364,641 } 233,171 Restricted funds Restricted fi]nds 16,(K)O (16,000) TOTAL FUNDS 613,812 (380,641) 233,171 Pdgc 16 continucd...

BIGMOOSE CHAIUTY NOTES TO THE FINANCIAL STATEMEliTS- continued FOR THE YEAR ENDED 31ST JULY 2023 13. MOVEMENT ITr4 FUNDS - continued Comparatives for movement in funds Net movcmcnt in fundq At 31.7.22 Ai 1.8.21 Unrestricted funds General fund 26,323 72,124 98,447 Restricted funds Reslricled fuiids 16,035 (16,035} TOTAL FUNDS 42,358 56,089 98,447 Comparativc nct movcmcnt in funds, includcd in thc abovc arc as follows.. tncoming resour¢es Rcsourccs expended Movcmcnt in funds Unrestricted funds General fund 122,397 (50,273} 72,124 Restricted funds Restrityled funds 40,000 (56,035} {16,035) TOTAL FUNDS 162,397 (106,3081 56,089 14. RELATED PARTY DISCLOSURES The loan of £3,167 10 Bigmoose Coffee Company Lid was repaid during the year. Bigmoose Coffee Coinpany Ltd is a company undcr thc control of a rclatcd party.Thc balancc outstanding at thc ycar cnd was £Nil. Pdgc 17 continucd...

BIGMOOSE CHAIUTY NOTES TO THE FINANCIAL STATEMEliTS- continued FOR THE YEAR ENDED 31ST JULY 2023 DESIGNATED FUNDS The designated fund is based on the money received from The Valour Foundation. These funds are held in a separate bank account to manage and monitor the expenditure which is being used to support the charity's key purposes. 16. RESTRICTED FUNDS Coun5elling Fees In the year ended 3 1st July 2023, grants totalling £16,000 {2022.. £40,000) have been received to be used spccifically for thc thcrapy andlor counsclling scssions, this was uscd in thc ycar cndcd 31 st July 2023. Pagc 18

BIGMOOSE CHAIUTY DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST JULY 2023 2023 Total funds 2022 Total funds Unrestricted funds Restricted funds INCOME AND ENDOWMENTS Donations and legacies Donations 341,112 341,112 120,342 Other trading aetivities Fundraising cvcnts Merchandise 1,107 2,174 1,107 2,174 2,055 3,281 3,281 2,055 Cbaritable activities Grants 253,419 16,000 269,419 40,000 Total incoming resources 597,812 16,000 613,812 162,397 EXPENDITURE Raising donations and legacies Evcnt cntry fccs Event ¢lothing Evcnt and markcting matcrials Wages Employcrs Nl Employers pension Consultancy fccs Training Entcrtainmcnt 9,077 13,628 11,899 48,292 4,682 235 38,205 5,262 428 9,077 13,628 11,899 48,292 4,682 235 38,205 5,262 428 3,400 4,066 2,828 20,807 131,708 131,708 31,101 Charitable activities Counselling fees Provision of temporary accommodation Wages F.mployers Nl Carried fonvard 147,063 16,000 163,063 51,867 12,000 22,813 2,175 172,051 22,813 2,175 188,051 16,000 63,867 This page does not form parl of the statutory financial slalements Pagc 19

BIGMOOSE CHAIUTY DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST JULY 2023 2023 Total funds 2022 Total funds Unrestricted funds Restricted funds Charitable activities Brought fonvard Employers pension Consultancy fees Training 172,051 141 10,833 5.791 16,000 188,051 141 10,833 5,791 63,867 8,666 188.816 16,000 204,816 72,533 Other Wages Employer Nl Pensions Travel costs InsuranLe Administrative expenses R¢pairs and renewals Subscriptions Compulcr ¥xpenses Recruitment expenses Prof¥ssiondl fces Sundry Depreciation of tangible fixed assets 13,971 1,168 407 742 451 3,925 868 701 12,546 498 7,453 20 1,367 13,971 1,168 407 742 451 3,925 868 701 12,546 498 7,453 20 1,367 876 525 1,086 187 44,117 44,117 2,674 Total rcsourccs cxpcndcd 364,641 16,000 380,641 106,308 Net income 233,171 233,171 56,089 This page does not form parl of the statutory financial slalements Pagc 20

IMPACT 2022-2023

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table of
CONTENTS
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1

charity information

2

trustees

3 4 5 2023 strategy 6 2023 goals achievements 7 testimonials 8

a hello from our ceo

charitable purposes

bigmoose AT A GLANCE charity number: 1179222 founded: july 2018

ceo: jeffrey smith

coo: chloe smith location: 4-5 frederick street, cardiff, cf10 2db

organisation type: cio

introducing OUR TRUSTEES bethan lee tania jenner

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bethan lee
chairperson
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oli smith
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steve western
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jane sin
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HELLO FROM CEO

wow, that was some year wasn’t it? we set ourselves the gargantuan challenge of fundraising one million pounds, and somehow in this extremely tough economic time we're living in, we did it, and in only 486 days, not bad going for a charity who started 2022 with only two employees.

we have now grown our staff to five, and taken on two new trustees.

our other goal last year was to develop our mental health therapy software, which would make the referral to therapist journey so much easier, and by building in the warwick edinburgh mental wellbeing scales, which enable us to measure peoples improved mental wellbeing, we anticipated great things.

we have now fully completed the development of the software, and we have rolled it out to our team of therapists, who report it being brilliant, and it has allowed us to estimate the social value of the therapy work we have done so far to be over £1.5 million, absolutely phenomenal.

we have created three new jobs, but have three more new roles we will be hiring for imminently, and are looking to announce our new set of goals, which will include continuing to expand our schools and business programmes, taking our team into the beating hearts of education and industry, where we know there are struggles handling peoples mental health, from workforce’s to teachers, schoolchildren and their parents.

as we are in temporary free offices, thank you bizspace, we know this won’t last for long, so we are actively looking for a new home, and our model at the moment of the team working open plan, whilst therapists work face to face in their private space, is working extremely well, so hopefully we can find somewhere soon.

our fundraising this year has been fantastic and we are working on a new bigmoose ambassador programme, adult and junior versions, which we are excited to launch q3.

in conclusion, i think it has been a fantastic year, one of which i am extremely proud, and i know that chloe and i are loving seeing what the success is enabling us to do as we grow this amazing charity, and hopefully we can make everybody involved, in whatever capacity, proud.

together we will help many, and can save those that need saving, please come on the journey with us, and help us serve the world.

charitable PURPOSES Our Mission why bigmoose?

bigmoose is on a mission to provide crucial support through therapy and early intervention.

our goals are clear, we want to:

at bigmoose, we value each client as a unique individual, carefully matching them with the most suitable therapist based on their specific needs and our therapists' expertise.

unfortunately we are witnessing a growing number of people coming to us after being turned away from other mental health providers. the criteria for people to get help is getting more strict and this is leading to longer waiting lists.

in our unwavering commitment to help effectively, we firmly believe in minimising waiting times. that's why every bigmoose client receives an initial response within 12 hours and secures an appointment within one week.

these lengthy waiting lists have become significant contributors to the alarming rise in suicide rates. people desperately need assistance, and they need it urgently.

the remarkable part is, on average, individuals require only four therapy sessions to make a significant impact. by streamlining our approach and providing swift, tailored care, we're making a tangible difference in people's lives.

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1 IN 15
PEOPLE ATTEMPT
SUICIDE
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how we achieved OUR 2022 GOAL project 1 million

bigmoose began with a clear mission, to encourage and help people to live happier, healthier and kinder lives.

since becoming a registered charity in 2018, we have been resolute in our commitment to make a profound and enduring impact on people's lives. the alarming rise in the number of people struggling with thier mental health fuels our determination to create tangible change.

each day, we receive referrals from individuals who are overwhelmed, feeling isolated, and yearning for a glimmer of hope. and that's where we step in

our aspiration is to disrupt the status quo, challenge societal norms, and be the first name that comes to mind when people are struggling and in need of assistance. our why is simple, we want to leave the world better than we found it.

in january 2022 we launched project 1 million. the goal was to raise £1,000,000 for mental health.

as a small charity, the magnitude of raising one million pounds seemed daunting. but within our hearts, we held an unwavering belief in our ability to achieve this goal.

our journey was fueled by an extraordinary community that rallied around us. thousands of individuals stepped up to the plate, engaging in a myriad of awe-inspiring activities. from races that tested endurance to overnight mountain summits, from cake sales to an incredible feat of traversing wales in a wheelie bin - our supporters left no stone unturned in their dedication to our cause.

furthermore, our path was illuminated by the invaluable support of foundations and grant makers who recognised our mission and invested in our vision.

on 2nd may 2023, we achieved our goal. over 11,000 people had come forward, standing shoulder to shoulder with us, donating to our project 1 million campaign, demonstrating unwavering belief in our cause.

this money has allowed us to continue to help people quickly, it has allowed us to expand our team to 5 and it has provided us with the much-needed infrastructure to chart our course for 2023 and beyond, developing a strategy that will continue to transform lives and create lasting change.

our 2023 STRATEGY

building upon the success of project 1 million, we are focusing heavily on prevention, with the goal to be equipping individuals with the necessary tools to overcome challenges long before they reach crisis point.

we aspire to empower individuals, teaching them resilience and adaptability to enable them to navigate life's complexities. by shifting our focus towards prevention, we aim to dismantle barriers, illuminate pathways, and instill a sense of empowerment within each person we reach.

we are crafting a comprehensive approach that addresses the root causes of mental health struggles. by reaching individuals before crisis point, we can shape a brighter future, where resilience and hope are the guiding forces that empower individuals to adapt, overcome, and embrace the full spectrum of their potential.

GOALS DETAILS WHY?
provide therapy continue to provide to allow us to save
support early and timely and change lives
intervention
we want to provide we believe that
begin to work with
schools		 education and support for
children of all ages as well as		 early education
will better equip
teachers and parents for a young people for
whole school approach life
working with to educate and
build upon businesses to provide support more people
business links systems and to develop
education for them to fundraising links
support their teams
continuing to builds brand
individual encourage people to recognition
fundraisers choose us as their brings in vital funds
charity of choice builds relationships with
the community

Our 23-24 GOALS

the past 12 months have been a very transformative period for bigmoose. we have forged ahead, developing robust systems, creating bespoke software solutions, and expanding both our core and therapist teams.

we are now working on crafting a strategy that will guide our journey.

every decision, every action, and every initiative is fueled by the belief that our collective efforts can change lives and empower individuals to thrive.

1

2

continue our fundraising efforts

save and change more lives

while the success of project 1 million has been an incredible milestone, we have meticulously calculated and projected the financial requirements for the next five years. we recognise the substantial funding needed to sustain and expand our vital services, so we are actively exploring diverse avenues to generate the necessary resources.

at the heart of our mission lies the people we serve. the impact we have already made is huge, yet our mission remains unfinished. there are still lives to be saved, stories to be rewritten. in q3 of 2022 we were averaging 25 referrals per month, in q1 of 2023 we now have an average of 40 referrals per month. the message is spreading which means we are reaching more people.

3

4

expand the brand

schools project

we want bigmoose to be a household name. when people think of mental health or hear of someone needing help we want them to think 'bigmoose can help'. to make this happen we are continuing to market across social media, do more mainstream marketing and also expand our merchandise offer.

our focus is to engage with more schools, amplifying the conversation surrounding mental health. as our referrals increase, we are seeing a surge in young individuals seeking assistance. the mounting pressure on today's youth, coupled with the influence of social media, has shown that our presence in schools is needed. we want to educate and empower young people.

achievements highlights 2022-2023

project 1 million

we successfully completed project 1 million on 2nd may 2023! a huge moment for us all.

ten-y-fan

this year we took on a new challenge - ten-y-fan is 10 times up and down pen-y-fan, the highest mountain in south wales. we had over 100 climbers take part and raise over £35,000.

we visited 10 downing street

we were recognised as 'points of light' which is a government initiative that recognises outstanding individual people who are making a change in their community.

READ MORE

cardiff life awards

we won the cardiff life award for 'charity of the year'. the competition was extremely tough and we were delighted to walk out with the trophy!

100 change makers

we were recognised on the future generations change maker 100 list. to celebrate and recognise some of the work protecting wales, the officer for future generations captured a snapshot of this movement for change, and chose 100 people/initiatives that are good examples of this, and we were chosen!

testimonials FROM GRADUATES

thank you, i feel incredibly grateful to be able to access therapy. the cost/ worry of not finding a suitable practitioner was a barrier for me and bigmoose makes therapy accessible for people. I now have the tools to implement and continue moving forward.

thank you. you literally saved me

life changing. thank you so much. forever grateful.

significant activities:

REPORT

for the year ended 31st july 2023

the trustees present their report with the financial statements of the charity for the year ended 31st july 2023 the trustees have adopted the provisions of 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).

achievement and performance: charitable activities:

entering 2023, bigmoose continued its unwavering commitment to early and timely therapy interventions. to date, we've celebrated the successful completion of therapy by 334 individuals, and 27 people have openly shared that, were it not for our intervention, they were on the path to suicide. a highlight of the year was the completion of project 1 million, supported by remarkable events like ten-y-fan, where participants pledged £35,000 in support of our mission. bigmoose also gained significant recognition throughout the year, such as being honoured as 'points of light' at 10 downing street, winning the prestigious cardiff life award for 'charity of the year' and earning a place on the esteemed future generations change maker 100 list. the bigmoose focus continues to be helping people with their mental health to ultimately prevent suicide and reduce homelessness, whilst looking forward to how we can continue to grow and develop as a charity.

objectives and activities:

objectives and aims:

the relief of hardship and distress for people in the uk and such other places as may seem appropriate by:

TRUSTEE

REPORT

for the year ended 31st july 2023

however, the funding available for such services is becoming increasingly competitive. recognising the urgency of this situation, we have redirected additional resources to address this challenge. a focus has been directed to securing funding, especially in light of the expanding number of monthly referrals we are receiving, having grown from receiving 20 referrals in january 2022 to receiving 74 referrals in july 2023.

these challenges are shaping our strategic decisions and daily operations. however, we are dedicated to remaining proactive and adaptable. by continually evaluating our processes, strengthening our capacity, and putting emphasis on acquiring funding, we aim to navigate these challenges while staying true to our mission of providing essential mental health support to those in need.

financial review:

currently, we are navigating a couple of significant challenges that are shaping our operational landscape. one of the key obstacles we are encountering comes from our increasing recognition within the charity and public sector community. this recognition has led to mental health charities and other large organisations referring individuals to us for mental health support.

while this acknowledgment underscores our credibility and reliability within the mental health field, it also presents the potential for an influx of referrals from already well-funded bodies.

in response to this challenge, we have proactively implemented measures to manage these additional referrals such as expanding our pool of therapists and streamlining our software. we saw early on that this situation could evolve into a more significant challenge, and we are committed to ensuring that our ability to provide quality mental health support remains firm.

another significant challenge we are currently finding with the escalating mental health crisis is an increase in demand for mental health support services.

principle funding:

at bigmoose, one of our main sources of funding lies in building a network of individual fundraisers. we believe in building connections and caring about everyone in our community. this approach enables us to forge long lasting connections within our community, ensuring loyal support that lasts for years to come.

it is with immense pride that we share the remarkable achievement where individual fundraisers contributed to nearly 50% of money raised for project 1 million.

in addition to these individual efforts, we also receive funding from the following sources:

moving into late 2023/2024, our strategic vision involves deepening our collaborations with businesses and schools. this initiative aims to expand our fundraising reach, allowing us to connect with a broader audience and extend our support to even more individuals in need.

while this has positively contributed to brand awareness, it has also presented potential challenges due to a potential influx of referrals. the more referrals we get from larger organisations could be detrimental to us as a small charity. we are trying to mitigate this by putting measures in place. we have expanded our therapist pool to ensure coverage for specialised areas. given the TRUSTEE

we have expanded our therapist pool to ensure coverage for specialised areas. given the growing demand for mental health support, we are committed to avoiding waiting lists. our priority is maintaining a response time within 24 hours and facilitating therapist appointments asap.

REPORT

in light of this year's experiences, we acknowledge the dual nature of heightened recognition, which can lead to both opportunities and challenges. consequently, we have undertaken proactive measures to support scalability while preserving service quality. this insight will inform our strategic approach moving forward, ensuring that growth aligns with our mission while upholding operational excellence.

for the year ended 31st july 2023

planning for the future:

as we move into another year of fundraising, expanding our team, helping more people and growing the charity we have summarised our key focuses as:

structure, governance and management:

at bigmoose, we prioritise simplicity in our operational approach to prevent unnecessary complexity in managing our charity's affairs. our management structure comprises:

launching our own running event

and provide support to young people. - continue to develop our own bespoke built software to enhance our day to day operations - train a member of the team to deliver mental health training so we can help to educate more people to ‘spot the signs’ of mental health.

lessons learnt during this year:

this year, we have observed an increased recognition and engagement from larger charitable organisations.

chairs of trustees: bethan lee

in our decision-making processes as a board of trustees, we maintain a strong collaborative relationship with the charity's ceo and coo. we work in close partnership to maximise the charity's effectiveness in achieving its goals.

the trustees are responsible for making decisions in several key areas, including:

personnel: this includes decisions related to new hires and the approval of salary requests from the ceo.

TRUSTEE

REPORT

for the year ended 31st july 2023

through these measures and our collaborative approach, we aim to steer the charity toward its objectives while maintaining transparency, efficiency, and a focus on our mission. ultimately, as trustees, our collaboration with the senior management team is dedicated to the assurance that our goals and objectives are effectively realised.

pay structures:

our aspiration is to operate as a lean charity, minimising excessive expenditures. as part of our commitment to fiscal responsibility, we are participants in a government initiative that provides us with complimentary office space for our team and a monthly allowance of £500 for electricity and water expenses.

when deciding on salaries, we strive to strike a balance that ensures fair salaries that are sufficiently attractive to attract exceptional team members while remaining economical enough to maximise funds directed towards our cause.

each member of our team possesses a welldefined role and objective, driven by a deep sense of purpose aligned with the mission and objectives of our charity.

onboarding our trustees:

our management structure plays a vital role in advising on the structure of our board of trustees. we place great emphasis on assembling a diverse and well-rounded group of individuals, each contributing their unique skills and experiences to enhance our team's effectiveness.

trustee onboarding is a structured process designed to facilitate a seamless transition into their roles. it begins with a one-on-one conversation with the chair, followed by meetings with our ceo and coo. subsequently, new trustees are invited to their initial meeting to observe and become acquainted with our operations.

to ensure alignment with our principles and policies, we require all trustees to familiarise themselves with essential documents, including our policies, constitution, and a comprehensive trustee onboarding document. this document encompasses:

we believe that this comprehensive onboarding process equips our trustees with the knowledge and context they need to make meaningful contributions to our mission.

reference and administrative details:

jeffrey smith - ceo chloe smith - coo

structure, governance and management

governing document: the charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

reference and administrative details

registered charity number: 1179222

principal address

4-5 frederick street cardiff south glamorgan cf10 2db

trustees

t jenner b lee o smith j sin s western

independent examiner

green & co chartered certified accountants pembroke house llantarnam park way cwmbran torfaen np44 3au

approved by the order of the board of trustees on 31st august 2023 and signed on its behalf by:

b lee – chair of trustees