2025-03-31-accounts - Spiral - Preventing The Effect Of Bullying

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Spiral’s – Annual General Meeting Date- 5th September 2025, 12.30-2pm. Location - SPIRAL Office, Carlisle

’ Attendees; Maryann Liddle CEO, Alan Brown OBE Chair, Margaret O Brien Secretary, Anne – Marie Bainbridge trustee, Chris Wilcox trustee, Kim Hobbs Trustee, Sol Valistar Staff, Lynda Kyle Staff, Stuart Cochrane volunteer, Luke Mcgill accountants, Juan Shimmons – CYA, Mark Wear – National Lottery.

Apologies; Alan Culley Trustee, Jackie Rudd – Cumberland Council, representatives from the Cumbria Community Foundation and FCSCT, Chris Turner – Children in Need. Emma Amirs – Kingmoor Consulting, Jo Thomas – volunteer, Adam Kyles – volunteer.

1.Opening remarks and welcome and housekeeping Maryann Liddle

Maryann welcomed all attendees to the AGM and following introductions she briefly acknowledged the Edgar Schein model of organisational culture which will underpin the progress of Spiral going forward.

2. Chairs Report Alan Brown

Alan acknowledged that we had now been in the current office premises for a year which has played a role in the positive progress made in this period of time.

He stated that the recent sponsored walk was a great success and raised approximately £1442.00 which can be utilised in any way towards Spirals requirements. He verified that the charity had continued to focus on the intervention and prevention of bullying, strengthening networking and expanding into providing services for parents and young people. Alan also acknowledged our expansion into offering training out to other agencies and the example of a diversity and inclusion event was delivered successfully to house and to a number of other services in the local area. Alan gave credit to our champion Diana Banks who has completed a number of fund raising events and donated monies collected from these to Spiral. He thanked her for this support. Another supporter of the charity is Emma Aimers who has strong links to a successful local business and will hopefully assist us network with more businesses in the Cumbria region. Emma and Kingmoor Consulting donates to Spiral on a monthly basis and we are very grateful for this. Other funders which have shown financial support for Spiral were acknowledged by Alan. These included;

National lotteries, Francis Scott Trust, Albert Hunt Trust, Cumbria Community Foundation, local branch of Freemasons, Brathay Trust. Donations from these funders has helped us continue to deliver our professional services to young people in Cumbria.

Alan acknowledged the level of commitment Maryann has evidenced over the past year and although involved in a business masters degree alongside running Spiral she has shown a creative and tireless approach to promoting and growing Spiral.

3. Financial report Luke Mcgill

Luke gave a full overview of the current financial status and how the past year has developed in terms of funding and spending. I attach notes from his comprehensive report. Notes on Spiral Accounts Y.E 31st March 2025 for AGM on 5th September 2025

· First of all, it’s worth mentioning the change in financial year end to 31st March (as proposed in previous AGM) to align with the tax year –preferable from previous year end of 4th December · Making the current year a 15-month period rather than 12- makes it difficult to give a like-for-like comparison against previous year · I’ll give figures for the 15-month period ended 31st March 2025 first, and then I’ve calculated the figures as if they were in a 12-month period by dividing by 15 and multiplying by 12 to give a better comparison Period to 31st March 2025 (15 months)

· Total income for the period is £135k

· Majority of income is from funders, who’ve enabled us to run the brilliant projects we do. Credit to Maryann for the fantastic work she does bringing funding in, theseinclude: National Lottery (£64k), Francis Scott Trust (£15k), Cumbria Community Foundation (£14k), Cumbria Youth Alliance (also £14k), Cumberland Council (£12k) Hadfields (£5k) Free Masons (£2.5k) and Albert Hunt Trust (£2k) · As well as smaller, but still significant amounts - From the fundraising by Diana Banks with her sponsored walks, to general donations including a bucket in Bordo Lounge – all making well over £2k · Also a big thank you to Alan for his generous in-kind donations for equipment and resources throughout the year · As well as this in the current period Spiral has also began to make it’s own earnings through workshops ran in schools as well as through room hire of the office space for a total of £4.6k – extra income we hadn’t previously had

· Total expenditure for the period is £96k - Bulk of this on salaries (£74k), £7k spent on rent which has significantly increased this period due to moving into lovely new office space

· Net Surplus for the period of £39k (Some of this may be due to timing of funding coming in and not yet being spent)

Comparions – both 12 months (not an exact science)

· Total income of £108k against previous year of £66k (63% growth) · Expenditure also higher of £77k against previous year of £61k (only 26% increase) · Would still leave a £31k surplus against £5.6k P.Y

· Salaries increased to £59k from £52k this is down to increase in hourly rate as well as having an additional employee within the year · Rent of £5732 up from £1300 – as previously explained · Training costs are £1700 up from £334 this is down to Spiral’s contribution to Maryann’s management course as well as cyber security training implemented · Also spent £1056 on Upshot System for monitoring of projects etc. · Repair and maintenance costs have gone down to £160 from £600 in previous year (painting of rooms and removal of assembly and furniture) · Telephone & Internet costs increased to £1930 from £1409 – down to O2 phone costs increasing plus paying focus group for internet – portion of this is now being covered from Kingmoor Consulting funding

These accounts were ratified and agreed by the board of trustees

4. Report on staff Projects Lynda Kyle and Sol Valistar

Lynda reported on the preventative effects project that has been running in Carlisle and Eden. This to date has involved 61 young people over 419 sessions. A new project which started in April 2024 is currently working with 18 young people over 94 sessions. In addition she has been involved in ‘drop-in’ sessions of 2 hour duration which Spiral has provided over 4 schools and this has totalled to date 75 sessions. In terms of developmental work Lynda stated that staff training has been delivered in the DNAV model which fosters flexibility and confidence in young people dealing with difficult events and encouraging new skills to strengthen autonomy. Lynda did touch on some of the challenges she has encountered in rolling out these projects but it appears these are few and obviously not too problematic to impact on the success of the work she is doing. Lynda finished with a case study of an isolated 8 year old girl with whom she has worked closely. The positive results she has achieved were echoed in feedback from the child’s mother who has seen a marked difference in her daughter and couldn’t thank Lynda enough both personally, and Spiral in general for the support offered and given.

Sol outlined the 3 projects he has been involved in. These were 1/the listening project, 2/the social media project and 3/the journey together project.

1/ these focusses on how young people think they are heard. 16 young people have been involved in making a short film, locally based and relevant to those in this area. A second short film is in progress now with a third in collaboration with Caldewlea School has just begun and the launch will aim to coincide with anti-bullying week. Sol spoke about a survey he has conducted looking at young people’s experiences of bullying which to date 55 young people have responded to. Although the survey will look to involve far more young people the results so far are very telling. Only 4% reported that they have never seen or experienced bullying. The age group targeted were 11 to 24 so the proportion of those young people witnessing or directly experiencing bullying is extremely high.

2/ Sol has been involved in building and improving our social networking and has so far engaged with Facebook, instagram, TikTok and YouTube. To date Facebook seems to get the most attention from mothers. Spiral has 70 followers and to date 1018 interactions. This would appear to be instrumental in attracting people to apply for the current youth worker post. The thought is that instagram and TikTok might get to more young people so this needs to be further developed.

3/ Sol spoke passionately about the work he has been involved with in the journey together project. This involves using the principals of the fantasy game of Dungeons and Dragons. The benefits of this approach would seem to be very evident in the young people who take part, increasing confidence, improved problem solving, working with others, greater self esteem etc. Since its inception in May of this year 13 young people have been involved over 16 sessions and Sol acknowledged that the on going group situated in the local Youth Zone has been particularly successful.

5. Moving into the next year Maryann Liddle

Maryann outlined Spirals goals for the coming year;

1/ growing Spiral safely! This includes supporting staff, measuring results, matching output to resources and ensuring the ethos of Spiral is never compromised.

2/ Strengthen collaborative working. This is already showing benefits and it is hoped that these networks and partnerships can be grown over the next year.

3/ Proactively approach conflict, bullying, and anti-social behavior.

4/ Increase direct contact time with young people and their parents/carers/supporters. This will be assisted by the more creative use of the office space.

Thanks and gratitude’s;

To the staff and volunteers who don’t just ‘do the hours’ but evidence an innovative , creative and passionate approach to their involvement with young people and their families. Thank you.

To the trustees who’s role and commitment is to support every aspect of Spirals journey in addressing the damage done by bullying. Thank you.

It is to be recognised that Spirals existence and obvious success is due to Maryann’s passion and commitment to bringing about solutions and strategies to empower young people. The energy she consistently brings to this work is really showing dividends. Thank you.

Margaret O’Brien, secretary

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Se¢llon A Indepon(Jent Examlner's Report Report to thg tnFSieesl mombers of . S91131- Preventinq ine eltetts 01 twllying ac¢ounts for the year ondod131' Mtsicli ?Clry5 Charity no Ilf any) 1179862 Set Dui on pages i 1 2 I ieport 10 Ili¢ Irusiees up ni¥ exainiiaiion ol tho ac¢ounlS of the above chanly I Ihc: I rust I for Ine Yal >rtue4 31,'OJl?025 R¢spon$lbllltiès and As Iho ehaiily Irusiee5 01 Ihe Trusi you ar fespon51ble lor the pivpa alion Llasis ol rèport of the accounls In acc?(oance wilh',Je requirements ol the Charilie5.Ci 2011 1 Ihe Aci I ieyurt Ill iesp#ci fJl Ins examinalion L)1 Ihe Trusl's accoLinls carried ( ut undei ser.lion 144 ol IIIL. 201 1 Aci aDd In carrying oul rny exatninaliOI I, I havc ioiioiyed Ihi. apolii Jtrlv O.1gPlionq 9iven by Ihe Chariiy ComtTII$ ?i¢n undgr sec'.101 14$ ¥, .bi 01 Ine .c'. I have compiei•¢ r,y ex8niineirf>n I c¢Jrtfiim Inai no materidl mallers nave come 10 my iilleiiliun iii Goiiiieclitsn wrttr, Ihe examlnalion wh1ch gives me cause 10 Dftlieoe 11101 In aiiy maiefiai 1¢5peGI accobniino recoras were not kepl In Jccordance wiin section JO of lh& Acl OT Ine account5 do not I'iilll the accounting racord8 I dependent xaminer's ststompnt I nave no Gonceifis Ive come across no Qlher mall¢is In coiint -lion willi Ii'.e e¥.dTiiiiialioii 1¢ wb.ieb diieniion Should bn araivn In or¢ei IQ Inable ¥ proper Iindr41andiiig i)1 Ilie accounts io be reached. Ple8s rjIple the ¥'éoitss iii Ilie Jrackeis ilthey do not apply. Date.. 011Q912025 Slgnod: Name.. J8ckie FIshoT Relevant profe5$1onal Nla qu#llll¢allonl$l or body lil any).. Addr•s$.' chailesville Station Hill Wigion CM7 98 IER Octobpr 2018

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CHARITY COMMISSIO Fok, ENGIAND AND I'rfAI E Spiral - Prèv&nling the Effects of 8ullying 1179662 Recei ts and ments accounts CC16a For the period Irom 5th Decèmber 2023 To 31st March 2025 Section A Receipts and payments Unresiriciod funds Eiidowmenl funils FundB Totol fund$ Lasi yèar to the near&Bt to th& noarfrst È lo the n08rrtl I.. to Ihè nwrèsi £ A1 Recel t$ Aben Hunt Tiusi Cumbid C(yniDunily FouThdaiioii co.op Local Conimunily Fuiid 2,OOD 14,0 14.IYKI 12.OOD 2.3U7 5,OOD 15,000 s.01 Francis Sc¢it Trust Donation5 Testo CD Cunibiia Y¥uth AlliaD¢e s.000 316 1.000 13.902 30.717 4.351 4,3'.51 lJ889 64.2. 12.0,)O 4,61)D 20.9.)0 Cumb11a C#iinly Countti 72,000 4.800 20,500 904 tola ross iiicome or AR) 9.266 147,01S IS6.281 66.226 5set an 800 tablo nvg$tmonl $4 ès, tota Total receipts 156,2e1 A3Pa mont IBI 399 48 146 erfisin NcFhorkpn Resoir¢e Accounta Sup110Th C05lS DBS ch&s 8 Maikeling 250 348 7ZJ 149 486 855 1.725 36 156 334 600 52.595 1.3OQ 523 2.279 540 241 240 2.:'79 60 86 67 27 ',07 Rept111S antt 1A)InIenèe Saianes Rcnl 199 75.854 7.165 592 1.056 20.900 75.t',S4 7.-,65 35 Uoshoi sgsiein Licen58 Telephono & Iniernei Sub total 1.768 11S.427 60.600 A4 As¥et and Investment Sub total rotal payments 1.76B 115.427 60,600 7.498 31.588 39 086 5.626 CCXX R1 accovnts ISSI 04109r2025

AS Transfers between fund5 A6 Cash funds last year end Cash funds this year end 7,766 62.491 70,257 5,626 Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment 10 nebrest t io nearest £ to nettrtssi £ B1 Cash funds Bank Account 7.766 62.491 Total cash fund5 7,766 62.491 Ikwtr In Unrestricted Rejtrletèd Endowment Delalls lo noarosl E B2 Other monetary assets i(> which Currtrnt v4lu• Drl.?Ils ¢o$i loplionjll 83 Inve8tment a88els to which ¢051 lopllonall B4 Assgts retained for tho charSty's own uso Dci,iils Fbnd to which Amount du• Whon dLI BS Liabilities Signed by one or h¥0 Iruslees cn behalf of 311 the IFusiees Prinl Name Dale ol CCXX R2 a¢coun15 ISSI 0410912025

SPIRAL Spiial- Preveniiiig Ihe Elleciives of Bullyitv oirt Bii'Nety R£hsidences rd¥e Ldne Lal¢ewRate 01)28 64264 1 WWW SDiralcumbria.orE.uk Chhi¢lv Nuinb?1 1179662 RE ERVES POLICY- updated 31st March 2025 Charitable status requires organisations to spend income on charitable objectives and not build up funds for a rain ay. However. the Charity Commission does recommend that to maintain finalicial stability all charitles hould hold reserves at a level to covei any unforeseen circumstances that might arise and to ensure t at Splral's core actlvlty can continue. or to retain funds for planned specific projL'cts. At Spiral e consider that.. the event of event of permanent closure, we would need enough reserves to cover staff dtsndancies and comply with current employment legislation. This is currently £5,443.00 e had to close temporarily due to natural disaster, or move due to building works etc. we uld need 3 months to find alternative accommodation. To cover this period, we consider that need to hold three months operational expenditure, to include rent. staff wagi4s, insurance, pplies etc. Thls is calculated based on the average expendlture of the previous yearfs accounts. tal expenditure for year to 3151 March 2025116-month period}= £96,295.00 ofwhlch 3 months is calculated a5 £18,055.00 e total Reserve5 Policy is calculated as £23.498.00 (rounded to £23,500.00}. e Committee will review and amend the actual Reserves held annually and update accordingly. Spiral wil accountl retain £23,500.00 within its Barclay's Bank as its reserve and shall account for tliis Within its 8 records as a separate item. Thls polic be revie was adopted at the Committee Meeting and AGM of Spiral held on ed annually. This will Signed ........ airperson