2023-06-30-accounts

The Maggie Oliver Foundation

Charity Information

Year ended 30 June 2023

Legal and Administrative Information

Charity Name: The Maggie Oliver Foundation Chairty Registration Number: 1185267 Registered Office Address: 7 St Petersgate Stockport SK1 1EB Trustees: Margaret Oliver (Chair) Andrew Bickerton (appointed 8[th] June 2023) Christopher Gilbey-Smith (appointed 2[nd] May 2023) Deborah Sahota Joanne Pennington Kate Ellis Mark Ormiston K. Simon Rodgers Independent Examiner Sarah Winthorpe Accountancy Services Limited 4 Granville Road Wilmslow Cheshire SK9 6LW

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The Maggie Oliver Foundation

Trustees’ Report

Year ended 30 June 2023

The Trustees present their report and financial statements for the year ended 30 June 2023. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's Constitution, the Charities Act 2011 and "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)".

A MESSAGE FROM OUR CHAIR

I’m extremely proud to present the annual report and accounts of The Maggie Oliver Foundation for the year ending 30th June 2023.

As I write my welcome message, I reflect on the incredible journey we have now been on for only 4 years, and the groundbreaking work we are doing on a daily basis, and I feel enormous pride in our growing team of staff and volunteers.

As you will read in this report, it’s been yet another busy, but productive, year for us. A year where we have seen an increase in the demand for our services, but also in the complexity of the cases we are dealing with, particularly with regard to our unique legal advocacy service. All the hard work invested in building our team, our expertise and our resilience has put us on a firm footing to meet this ever-growing need.

Changing embedded cultures and systems takes many years of dedication and persistence, and there are days when it feels like we have taken on an impossible challenge. However, this feeling never lasts long when I see the feedback we receive from all those we have helped. I am so grateful to our team who always go the extra mile for those who come to us feeling they have nowhere else left to turn. It really is only because of the special people we have attracted that we are able to achieve as much as we do with so little.

As I write, yet another Independent Inquiry into the actions of a police force has been commissioned following our key involvement. This follows on from The Augusta Review, The Rochdale Review and now The Baird Review, all of which arguably would never have happened without our expertise and knowledge. Whether or not the recommendations of these reviews lead to meaningful change remains to be seen and over many years of advocacy I’ve learned to expect the worst whilst hoping for the best. What I do know though, is that by using our platform to give survivors a voice to share their experiences, we are raising public awareness of ongoing failings by police and statutory services, and that this public pressure will mean that things eventually have to change.

I am so very grateful to you, the public, for your continued support and belief in both me personally, and The Maggie Oliver Foundation, and for continuing to get behind all we are trying to achieve. Without this we just could not exist, and your support gives us the motivation and courage to continue to fight alongside all those who otherwise would be silenced, and we hope that ultimately the spotlight we bring to these dark corners will instigate change, so that

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every victim or survivor of sexual abuse has a fair, empathetic, and ethical journey through a criminal justice system that is once again fit for purpose.

Maggie x

OUR OBJECTIVES AND AIMS

Our charity’s purposes as set out in the Objects of our Constitution are:

• to provide relief to people of all ages and backgrounds who have suffered from sexual abuse by making help, advice, support and therapeutic intervention available when needed to assist their recovery and moving forward in their lives; and

• to promote awareness amongst people of all ages and backgrounds throughout the UK who are at risk of sexual abuse through the provision of education programmes and advice.

Ensuring our work delivers our aims

We review our aims, objectives and activities each year. This review looks at what we achieved and the outcomes and impact of our work in the previous 12 months. This review helps us to ensure that our activities remain focused on our purposes as stated in our governing document.

We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aims and objectives and in planning our future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing Document

The Maggie Oliver Foundation is a Charitable Incorporated Organisation (CIO), registered as a charity on 11[th] September 2019. The charity is governed by a constitution. In the event of winding-up, members of the charity have no liability to contribute to its assets and no personal responsibility for settling its debts and liabilities. The Trustees are members of the charity but this entitles them only to voting rights. The Trustees have no beneficial interest in the charity.

In June 2019, a company limited by Guarantee was registered at Companies House with the name The Maggie Oliver Foundation. This company was intended to hold the cash and bank account of the charity until the CIO was set up and registered with The Charity Commission. On 8[th] August 2024, all the assets and liabilities of the limited company were transferred to the CIO. As at the year end the bank account was still held with the Limited Company but the trustees confirm that the transactions are those of the CIO.

Recruitment and Appointment of Trustees

As per the charity’s constitution, trustees are appointed by a resolution passed at a properly convened meeting of the charity trustees. In selecting trustees, the existing trustees must have

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regard to the skills, knowledge and experience needed for the effective administration of the charity.

All trustees give their time voluntarily and received no benefits related to exercising their duties as trustees. As outlined in note 6 to the accounts, in March 2021, the Board resolved to explore the option of paying a consultancy fee to our founder and Chair, Maggie Oliver, in recognition of the unique services she provides as a result of her experience and profile. A consultancy agreement was entered into between the charity and Maggie on this basis, and payment commenced for these services in July 2021. Payment is exclusively for specific services listed in this agreement and not for any duties expected of a trustee.

Trustee Induction and Training

As per the charity’s constitution, new trustees are provided with the current version of the charity’s constitution and a copy of the charity’s latest Trustee’s Annual Report and Statement of accounts. Trustees appointed in the last twelve months, Mr Christopher Gilbey-Smith and Mr Andrew Bickerton, also received a copy of the charity’s Strategic Plan, had in induction meeting with the charity’s Chair and CEO, and attended the volunteer training outlined in the Volunteer section of this report.

Risk Management

The Trustees are satisfied that governance systems are in place, or arrangements are in hand, to manage the charity's risk exposure. In particular, appropriate insurance cover and policies are in place, and the finances of the charity are kept under constant close review. A risk register is currently being established detailing systems and procedures which are in place to mitigate the risks the charity faces.

Organisational Structure and Decision Making

The Trustees have collective responsibility for everything that the charity does, including the legal responsibility to ensure it is controlled and properly managed. The Trustees delegate responsibility for operational management to the Chief Executive and service Managers who each have responsibility for different parts of the charity's operations, as detailed in the Scheme of Delegation.

The staff members develop plans, policies and processes following the Trustee’s advice and approval. The Trustees are responsible for the strategic direction of the charity and meet quarterly to review progress and to ensure the charity is on track to meet its objectives.

As detailed last year, a targeted recruitment process to recruit a Trustee with finance and accounting experience led to the appointment of Mr Andrew Bickerton on 8[th] June 2023. During the year, the Trustees were also joined by Mr Christopher Gilbey-Smith who brings a range of expertise including human resources, safeguarding and an understanding of social services.

Related Parties

As mentioned in the operational overview, we are building partnerships with a wide range of organisations, such as police forces, other charities and local authorities. We have no related

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parties or related party transactions, other than the consulting arrangement with our Chair, Maggie Oliver, as detailed in note 6 to the accounts.

Independent Examiner

In July 2023, the Trustees resolved to appoint Sarah Winthorpe as the charity’s Independent Examiner.

OUR ACTIVITIES

The primary objective of our charity is to create a society where survivors and those at risk of sexual abuse and exploitation are empowered to live fulfilled and successful lives, and where every survivor is treated with dignity, respect and as an equal and valued member of society.

The strategies we used to meet these objectives this year included:

• Providing a holistic package of emotional support and legal advocacy to survivors of sexual abuse;

• Giving survivors a voice by supporting them to share their stories to advocate for positive change within the criminal justice system;

• Working in partnership with police and other statutory agencies to develop best practice in victim care based on the experiences of the survivors we support; and

• Raising public awareness of issues faced by survivors trying to seek justice through the criminal justice system.

How our activities deliver public benefit

The Maggie Oliver Foundation (TMOF) helps survivors of sexual abuse and exploitation transform the pain of their abuse into power, by advocating for survivors’ rights at local and national levels. We empower survivors of sexual abuse to create a positive ripple effect through society. They are supported on their recovery journey (improved wellbeing, life choices and prospects) and build the strength and resilience to support others on their path to recovery. Sharing of their experiences of how the criminal justice system and statutory services have failed them leads to improved practices when dealing with victims of sexual abuse and as a result more victims feel safe and confident in seeking justice.

Our founder and chair, Maggie Oliver, resigned from Greater Manchester Police in 2021 to expose the full extent of failings by police and social services to investigate and prosecute the sexual abuse and exploitation of hundreds of children by organised networks of perpetrators. As a result, the majority of the survivors who reach out to us for support were abused in childhood.

Why we exist

It is estimated that one in six children in the U.K. have experienced rape (Rape Crisis, 2022).

This abuse has lasting effects on individuals and society. Survivors of child sexual abuse and exploitation (CSAE) are:

• 4x more likely to develop symptoms of drug abuse

• 4x more likely to develop PTSD as adults.

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• 3x more likely to experience a major depressive episode as adults (RAINN, 2023)

The Independent Inquiry into Child Sexual Assault also reported that survivors of CSAE are six times more likely to attempt suicide than the general population.

Experiencing CSAE has been associated with a wide range of adverse physical health outcomes. One study (Allnock, Hynes and Archibald (2015)) found that one in four CSAE survivors reported a long-term illness or disability versus one in five in the general population and CSAE survivors had twenty times more doctors’ appointments than those who had not experienced CSAE.

Around half (52%) of children who experienced abuse later experienced domestic violence or abuse as an adult, compared with 13% who did not.

Less than 2% of rapes reported to police in the UK result in a conviction of the alleged perpetrator. With child abuse cases, 49% proceed past police report, only 4% result in charge (Office for National Statistics, 2020).

Lack of support:

72% of adults who experienced sexual abuse as a child do not tell anyone at the time of the abuse (Criminal Injuries Helpline, 2023). A third of children never tell anyone about their abuse (European Parliament, 2023).

The All-Party Parliamentary Group for Adult Survivors of Child Sexual Abuse found that 80% of survivors do not feel heard within the criminal justice process and only 16% of survivors received enough support from NHS mental health services.

A key factor in survivors learning to thrive is them witnessing the positive impact of healing of those around them. We believe that mutual support and visible thriving of fellow survivors can be a catalyst for change. Approximately 65% of our current volunteer and staff team have identified themselves as survivors, or family members of survivors, of CSAE.

STRATEGIC GOALS

In January 2021, we created our Strategic Plan for the period 2021 to 2025. During the past year we were working towards achieving the medium-term outcomes laid out in our Strategic Plan:

• Wider range of support services available to and being accessed by survivors – We want to continue to develop and deliver services which meet the needs of survivors, as well as establishing meaningful partnerships with organisations already delivering services from which survivors we work with could benefit with the right, tailored support.

• More survivors obtaining justice - We want to develop relationships work several police forces to encourage and develop best practices in victim care, building trust and leading to better evidence gathering, investigations and subsequently more prosecutions.

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• Improved understanding of the need of survivors – We want to work with survivors to understand their needs and to help them to share their experiences to build knowledge within our own organization, across statutory and voluntary services and amongst the public.

• Children and young people are better educated to recognize and prevent child sexual abuse and exploitation (CSAE) - We want to work with partners on this to share our expertise gained in working alongside survivors.

• The Foundation is a robust organization, well governed, appropriately staffed and with a mixed funding base – We can only achieve our other strategic objectives if we are a well governed, well managed organization with the right staffing structure, processes and a diverse income stream.

Our activities, who benefited from them and achievements of each of them in the last year are detailed in the following pages.

Over 80% of the survivors we support refer themselves to TMOF, which highlights the lack of other support available to survivors of CSAE. We are aware that some of those most in need of our services might not feel robust enough to self-refer. Within the last twelve months, we have seen a meaningful increase in the number of professional referrals we have seen, showing the impact of our investment in an Outreach Worker to connect us with other like-minded organisations and spread the word about our services.

EMOTIONAL SUPPORT

We currently provide emotional support for survivors through our Pain into Power phoneline and through group therapy sessions.

Pain into Power Phoneline

Our outbound phoneline provides a safe place for survivors to be heard. A survivor accessing emotional support is matched with a trained volunteer who provides 1:1 telephone support throughout their engagement. This ensures individuals do not have to repeat traumatic events and enables the formation of trusting relationships. Such safe attachments have been shown to be a vital part of recovery from trauma, especially that experienced in childhood.

Volunteers are trained how to support survivors to identify their strengths, adopt positive coping strategies and think of ways to improve self-confidence and resilience in response to their unique needs. The most important things volunteers do are listen, believe and respect. This underpins survivors’ journeys towards recovery (CSA Centre), they feel connected and less isolated.

This service is coordinated by our Emotional Support Manager.

We have been told by survivors that onward referrals to other services working with TMOF would help them to continue on the positive track created through working with us. Our Outreach Worker develops signposting routes with trusted partners providing complementary services, thereby strengthening the support network around survivors we support. Through this work, we aim to develop meaningful partnerships and work together with other services to

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understand the true impact of sexual violence and how best to work collectively to support survivors on their recovery journey. We want to ensure that resources across the sector are deployed in a way that strengthens the support available to survivors without doubling efforts.

Recent feedback from survivors accessing our Pain into Power phoneline includes:

“It’s been really helpful having both aspects on the emotional support and the legal aspect of the foundation...that’s a real strength. I feel like I’m not on my own. Being able to talk about difficult, embarrassing things and not being judged, just feels like my ambassador really gets it and I am not on my own with this. My ambassador, is a real asset to the foundation.”

“My ambassador has been brilliant, and totally understands. She’s open with me. We have discussed strategies, grounding etc. She’s honest, and I know she’s always listening. she’s a great listener. Having these calls have really helped me. I don’t know what I would have done if I hadn’t found this organisation. She has helped me want to look towards the future.”

In the twelve months to 30[th] June 2023, 133 survivors accessed are Pain into Power Phoneline, 124 of whom contacted TMOF within the period and the remaining who continued support from the previous financial year. Our ambassadors provided 1,110 hours of emotional support calls (507 hours in the financial year ending 30[th] June 2022).

78% reported an improved sense of wellbeing after accessing emotional support through the phoneline. Areas most improved were “thinking clearly” and “able to make up my own mind”.

Another part of our Emotional Support offering is group therapy. In the last year, we delivered these sessions to 13 survivors in collaboration with Dr Georgina Clifford of the London Trauma Specialists. Dr Clifford is a psychotherapist specialising in the impacts of trauma resulting from sexual violence. Each group accesses twelve weekly group therapy sessions. Results from clinical assessments and our own questionnaires show the majority of survivors completing the course reporting improved mental wellbeing.

Volunteers

Our work is not about what we can do for survivors but what we can do with them and them with us. Approximately 65% of our volunteer and staff team have identified themselves as survivors, or family members of survivors. More people we have supported getting involved in delivering our work is a result of us listening to their feedback and evolving our work to meet their needs. We believe that mutual support and visible thriving of fellow survivors can be a catalyst for change.

All volunteers must complete our bespoke training package which includes:

• sessions outlining the causes, signs and symptoms of trauma, PTSD and Complex PTSD with Dr Georgina Clifford, an expert psychotherapist specializing in trauma developed as a result of sexual abuse.

• sessions on applying this knowledge through trauma-informed practices with our inhouse trauma informed educator

• safeguarding training and

• a full induction into our policies and procedures.

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Our volunteer team meets fortnightly over Zoom. In addition to volunteers’ monthly supervision with our Emotional Support Manager, these team meetings provide the opportunity for volunteers to feedback what has and has not been working with clients on their calls (on an anonymous basis), develop a sense of community amongst volunteers, and allow us to provide continued training and development.

“An amazing organisation! As a volunteer we receive quality ongoing training so I am able to support those in need whilst feeling so supported myself.”

“I choose to give my time to the Foundation because it is truly independent, and puts human decency at the heart of its policies and operational delivery.”

The Trustees are grateful for the enormous contribution made by volunteers across a variety of roles. The charity is truly powered by its incredible volunteers and they are one of TMOF's most critical and valuable assets. There were 30 active volunteers during this financial year.

LEGAL ADVOCACY

The criminal justice process can be opaque, confusing, and adversarial. Survivors are often traumatised by their abuse and then again as they feel let down by a system they believed was there to protect them. Our legal advocacy team works alongside those who report sexual violence to the police, especially where communication or investigations have broken down. Our holistic support package addresses both the emotional aspects and practical challenges (legal recourse and justice) of survivors’ recovery journeys.

The impact of our involvement on a criminal justice process can be wide ranging but includes:

• improving communication between police forces and victims, survivors and their families, building trust and leading to improved information sharing and investigations,

• victims and survivors accessing their rights through review and complaints processes,

• • closed cases being reopened with new lines of enquiry and

• misconduct of police forces being investigated by their Police and Crime Commissioner, or the Independent Office for Police Conduct (IOPC).

In the last twelve months we have continued to develop close relationships with several police forces and Police and Crime Commissioners. We aim to establish a single point of contact (SPOC). These SPOCs have oversight of all cases we refer to their force. Our hope is that this continuity leads to improved communication by police forces with victims, survivors and their families, better information flow and improved speed in the handling of cases. While it takes time to change a culture within a police force, we have seen progress in a number of the cases we are involved in, and in some instances our advocacy has led directly to the arrest of perpetrators. We are keen to develop such relationships with other police forces interested in working with us to develop best practice in victim care.

The length and frequency of our engagement with survivors seeking this support is responsive to their needs and can vary widely from days to years. For the victims and survivors we work alongside, feeling supported through this daunting journey by an expert who treats them with compassion can be as important as any outcome of the justice process.

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Every interaction with a survivor is recorded within our bespoke client relationship management (CRM) database. As well as facilitating case management, this allows us to build an evidence base of the, often difficult, realities that victims / survivors face in seeking justice.

In the past twelve months, we have supported 474 (320 for financial year ending 30[th] June 2022) survivors seeking help or advice in navigating the criminal justice process. Of these, 329 (257 in financial year ending 30[th] June 2022) were new to TMOF in the period and the others were receiving ongoing support.

We do not currently routinely record quantitative data on the mental wellbeing of survivors accessing only our legal advocacy service (although some of these survivors might also be accessing emotional support and be captured in the phoneline data). While we advocate for victims, outcomes of legal processes are beyond our control, yet can have a huge impact on a survivor’s mental health. As such, we do not think mental wellbeing of survivors we are supporting in this way would be a meaningful metric of our own impact. We are in the process of designing a bespoke questionnaire to gather feedback from survivors about the difference our support has made both in their case and in their ability to cope with the criminal justice process.

“I would just like to commend the impeccable, professional outstanding support I have received from my legal advocate since March 2022. From the minute I submitted my first communication with TMOF you have done absolutely everything in your power to support me with the whole lengthy process from advising me what to do next, to supporting me in meetings with senior police officers, to encouraging me when the pressure had become overwhelming. I look forward to the moment we can both say we reached the target of protecting young girls from the predator.”

TMOF provides its services nationally. As a general rule, we receive more requests for support in the most populated areas. The large caseload in the Northwest could be down to a number of factors, including Maggie's profile in the region, a larger number of child abuse cases or worse performance by police forces in investigating and prosecuting these crimes.

FORCE FOR CHANGE

Our advocacy and campaigning work is firmly rooted in the practical experiences of those survivors we support through our frontline services nationally. As a result, the two activities Legal Advocacy and Force for Change are grouped in terms of accounting for expenditure within our accounts.

Our work alongside survivors provides us with irrefutable evidence on which to base our campaigns for improvements in the response of statutory services to sexual abuse and exploitation. We do not see this as an “add-on” to working directly with the survivor community but as a vital part of their healing journey. Advocacy for individuals allows them to take control of their search for justice. Seeing a system which treats survivors humanely, functions more effectively and prevents future abuse, which has been informed by them and their experiences is hugely empowering.

As described in the Legal Advocacy section, when individual survivors come to us with concerns about handling of their case by police, we always first try to advocate for them with the police force. If we do not see an improvement, we will contact Police and Crime Commissioners or the IOPC. If after pursuing these avenues does need lead to change, we may

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attempt to highlight our concerns publicly through trusted media partners. Oftentimes, it is after this public pressure that we see meaningful action.

Key activities in our Force for Change work over the last twelve months includes:

• Involvement of members of our team who have experienced CSAE, and survivors we have supported, in working groups and panels alongside other organisations working to improve statutory service’s responses to gender-based violence. Participation in these groups not only allows us to elevate the experiences and expertise of survivors to those with decision making power, but also to connect with like-minded organisations providing complementary services to whom we can meaningfully signpost survivors we work with.

• When other avenues fail, supporting survivors to share their stories publicly through trusted media partners in an effort to raise public awareness and drive change;

• Provision of evidence to a number of independent reviews, inquiries and commissions on CSAE including the Greater Manchester Combined Authority (GMCA) commissioned independent review of non-recent child sexual exploitation in Rochdale and the GMCA commissioned independent assurance review into current practices of Greater Manchester Police in investigating child sexual abuse and exploitation. Our Chair, Maggie Oliver has given evidence to both of these reviews, as well as supported survivors to tell their stories to the review team. This work is ongoing.

• As we write this report, Greater Manchester Mayor, Andy Burnham, in his role as Police and Crime Commissioner for the Greater Manchester area has commissioned a new independent inquiry into illegal strip searches of women in custody of Greater Manchester Police (GMP). This was after TMOF uncovered a worrying trend of survivors of sexual violence being arrested themselves after complaining about how GMP had handled their investigations. Whilst in custody they were subjected to illegal strip searches. After trying to advocate for these survivors with the police force, the PCC and IOPC but being met with obstruction, we contacted trusted journalists at Sky News who ran an investigative story. TMOF is supporting a number of survivors to give evidence to the inquiry which we hope will lead to recommendations for improved treatment of survivors by GMP, as well as other forces nationally where similar issues exist.

ORGANISATIONAL RESILIENCE

We continue to keep under review the resources required to meet the need for our service, while remaining financially sustainable. During this financial year, we reviewed our staffing structure and job descriptions. Our Business Manager was promoted to become our Chief Executive Officer, recognizing the need for this role as the charity grows. We have seen an increase in demand and the complexity of cases coming through our Legal Advocacy service. This year we advertised for a Senior Caseworker to build resilience in that team, and we appointed following the end of the financial year.

Our staff team continues to be supported by a brilliant team of volunteers involved in all aspects of our work including providing support through our emotional support line, fundraising and awareness raising.

Income for the year was split 16% from grant-making organisations, 50% individual giving, 21% from fundraising events and 14% corporate giving. We have a loyal base of donors, with a growing number choosing to donate on a regular basis. We are hugely grateful to everyone who supported our work this year.

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We continue to review our processes to ensure effective running of our operations, as well as supporting us to capture data which helps us to prove the impact of our work, responding to feedback from survivors we support. We hope this will provide a strong foundation on which to grow and reach more in need of our support.

THANK YOU

Once again, we really are so grateful to everyone who has played a part in another busy year for TMOF.

Thank you does not seem enough to our wonderful volunteers, without whom there would be no Maggie Oliver Foundation. Each of them shares our vision of a kinder, fairer and more just world. They give up their time selflessly for free to turn that vision into a reality. The feedback we receive from survivors they support demonstrates what special people they all are and what a difference they are making.

Thank you to all those who have supported us financially. We were delighted in this financial year to secure multi-year funding from The Henry Smith Charity, in addition to our ongoing three-year grant from the Tudor Trust. We feel very fortunate to have loyal support from the public. Thank you to everyone who donated however large or small your gift, and to all of those who took on incredible sponsored challenges to raise funds for TMOF. Your generosity allowed us to achieve so much of what is documented in this report and has put TMOF on a fantastic footing for future growth.

Thank you to the journalists and media outlets who have supported us in telling the stories of the survivors we support. Thank you to everyone who tuned in to see or hear Maggie or one of our survivors in the media, who shared a social media post and who helped to raise awareness about the experiences of victims and survivors of CSAE. Every one of you has contributed to our fight to change a broken system.

Thank you to the businesses who have donated from their own pockets or provided their professional services pro bono or at a reduced charge. Special thanks go to Dr Georgina Clifford, DLA Piper, Converj Solutions and Actus Verto.

Finally, thank you to all of the brave survivors who have contacted us and trusted us to be part of their recovery journey.

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FINANCIAL REVIEW

TMOF relies on grants and donations to fund all of our work. During the financial year ending 30th June 2023, the charity's income from grants and donations was £146,337 (2022: £268,624). Further details can be found in note 2 to the accounts.

Total expenditure for the year was £200,684 (2022: £152,546). Staff costs were our largest expense. A significant proportion of our activities are still completed by volunteers, however, as the charity grows, our small staff team ensure continuity of service through managing volunteers, finances and legal cases where specific expertise and experience are required.

Investment Policy

The Trustees have a general power of investment. The majority of the charity’s expenditure is fixed and predictable so has a policy of keeping any surplus liquid funds in a combination of short-term deposits, ensuring funds are available as needed to deliver our services, while maximising returns.

Reserves Policy

The Trustees continually monitor the charity's financial position and reviews its required level of reserves. This review takes into account the types of income and the risks and uncertainties associated with each; the level of fixed costs including salaries; variable costs associated with providing our services; the needs of survivors who we support; the funds required to achieve our goals; and any one-off expenditure planned in the foreseeable future.

The Trustees have agreed that the minimum level of free unrestricted reserves should be sufficient to cover our costs for between three and six months. At 30[th] June 2023, unrestricted reserves stood at £222,654 (2022: £231,552).

Going Concern

The Trustees have reviewed the funding climate, growing demand for our services and level of reserves currently held, along with budgeted income and expenditure and concluded that the charity's funds will be sufficient to sustain its activities for a period of at least twelve months. Accordingly, the accounts have been prepared on a going concern basis.

Statement of Trustees’ Responsibilities

The Charity’s accounts have been prepared in accordance with the 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 2015), and with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law).

Law applicable to charities in England, Wales and Scotland requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the Charity’s financial activities during the year and of its financial position at the end of the year. In preparing these financial statements, the Trustees are required to:

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• select suitable accounting policies and then apply them consistently;

• make judgements and estimates that are reasonable and prudent;

• prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Charity will continue in operation.

Approved by the Trustees on 26[th] June 2024 and signed on its behalf by:

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The Maggie Oliver Foundation

INDEPENDENT EXAMINER’S REPORT ON THE ACCOUNTS

Year ended 30 June 2023

I report to the trustees on my examination of the accounts of The Maggie Oliver Foundation (“the Charity”) for the year ended 30 June 2023.

Responsibilities and basis of report

As the charity's trustees, 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 Charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiners statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

• the accounting records were not kept in accordance with section 130 of the Charities Act; or

• the accounts did not accord with the accounting records; or

• the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

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

Sarah Winthorpe Accountancy Services Limited ICAEW

4 Granville Road Wilmslow Cheshire SK9 6LW

Date 14[th] August 2024

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The Maggie Oliver Foundation

STATEMENT OF FINANCIAL ACTIVITIES

Year ended 30 June 2023

				Total
		Unrestricted	Restricted	Funds	Total Funds
		Funds	Funds	2023	2022
					(Restated)
	Note	£	£	£	£
INCOME
Donations and legacies	2	124,047	22,290	146,337	268,624
Income from other trading activities	2	39,393	-	39,393	26,674
Income from charitable activities	2	5,595	-	5,595	6,639
Investment income	2	461	-	461	-
		----------------------	----------------------	----------------------	----------------------
Total income		169,496	22,290	191,786	301,937
		----------------------	----------------------	----------------------	----------------------
RESOURCES EXPENDED
Expenditure on:
Costs of raising funds	3	15,036	-	15,036	11,697
Expenditure on charitable activities	4	154,680	30,968	185,648	140,849
		----------------------	----------------------	----------------------	----------------------
Total expenditure		169,716	30,968	200,684	152,546
		----------------------	----------------------	----------------------	----------------------
		----------------------	----------------------	----------------------	----------------------
Net expenditure and movement of funds for the year		(220)	(8,678)	(8,898)	149,391
		----------------------	----------------------	----------------------	----------------------
RECONCILIATION OF FUNDS
Total funds brought forward	14,15	212,502	19,050	231,552	82,161
		----------------------	----------------------	----------------------	----------------------
Total funds carried forward	11,12	212,282	10,372	222,654	231,552
		----------------------	----------------------	----------------------	----------------------

The Statement of Financial Activities includes all gains and losses in the period and therefore a statement of total recognised gains and losses has not been prepared.

All of the above amounts relate to continuing activities.

The notes on pages 18 to 27 form part of these financial statements.

16

The Maggie Oliver Foundation

BALANCE SHEET

Year ended 30 June 2023

		2023	2022 (restated)
	Note	£	£
FIXED ASSETS
Tangible fixed assets	8	1,351	1,604
CURRENT ASSETS
Debtors	9	225,132	234,423
		----------------------	----------------------
		225,132	234,423
CURRENT LIABILITIES
Creditors: Amounts falling due within one year	10	3,829	4,475
		----------------------	----------------------
NET CURRENT ASSETS		221,303	229,948
		----------------------	----------------------
TOTAL ASSETS LESS CURRENT LIABILITIES		222,654	231,552
		----------------------	----------------------
		----------------------	----------------------
NET ASSETS		222,654	231,552
		=========	=========
FUNDS OF THE CHARITY
Restricted income funds	11,12	10,372	19,050
Unrestricted income funds	11,12	212,502	212,502
		----------------------	----------------------
TOTAL FUNDS		222,654	231,552
		=========	=========

The notes on pages 18 to 27 form part of these financial statements.

These financial statements were approved by the Board of Trustees on 26th June 2024 and are signed on their behalf by:

Margaret Oliver Chair

17

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS

Year ended 30 June 2023

1. Accounting Policies

The principal accounting policies which are adopted in the preparation of the financial statements are set out below.

Basis of Accounting

These financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notes to these accounts.

The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued in January 2019.

Restatement of prior year

The Charity has reviewed the conditions of the grants during the year and have restated the prior year accounts to recognise the full grant from The Tudor Trust when it was awarded as there were no conditions attached to it. The Charity has also reclassified some of the income and expenditure between headings in the Statement of Financial Activities to better reflect the activities of the charity.

In June 2019, a company limited by Guarantee was registered at Companies House with the name The Maggie Oliver Foundation. This company was intended to hold the cash and bank account of the charity until the CIO was set up and registered with The Charity Commission. On 8[th] August 2024, all the assets and liabilities of the limited company were transferred to the CIO. As at the year end the bank account was still held with the Limited Company but the trustees confirm that the transactions are those of the CIO. Therefore, the money held in the bank has reclassified as debtors as the bank account is not held by the Charity but by a Limited Company of the same name.

Preparation of the accounts on a going concern basis

At the time of approving the financial statements, the Trustees have considered all budgets and forecasts and have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Therefore that accounts have been prepared on the going concern basis.

18

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS

Year ended 30 June 2023

1 Accounting Policies (continued)

Income

Income is recognised when the Charity has entitlement to the funds, any conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably.

Donations, legacies and grants that are not performance related are recognised in the period where the Charity becomes entitled to the funds, receipt is probable, and the amount can be measured reliably. Income is deferred only when the Charity must fulfil conditions before becoming entitled to it or where the donor or funder has specified that the income is to be expended in a future accounting period.

Performance related grants and income receivable in respect of the provision of services, including under service level agreements, is credited to income immediately to the extent that the Charity has obtained entitlement to that income by its performance against the service level agreement in the year under review.

The Charity has restated the Statement of Financial Activities, Balance Sheet and related notes for the previous year to reflect the donation from Tudor Trust of £100,000 awarded in 2021which although is payable over three years is unconditional and therefore should have been recognised in the year in which it was granted.

There has also been a reclassification between Donations and Income from Charitable Activities to improve the presentation of the Charity’s income.

Resources Expended

Expenditure is recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.

• Expenditure on raising funds comprises costs incurred to generate voluntary income and cost of goods sold as part of fundraising trading.

• Expenditure on charitable activities comprises those costs incurred by the Charity in the delivery of its activities and services to its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature which are necessary to support them. It also includes governance costs which comprise accountancy fees, bank charges and Trustee expenses.

Allocation of support costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include back office costs, finance, staff costs and governance costs which support the Charity’s activities. These costs have been allocated between cost of raising funds and expenditure on charitable activities. The bases on which support costs have been allocated are set out in note 4.

19

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS (continued)

Year ended 30 June 2023

1 Accounting Policies (continued)

Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Taxation

As a Charity, The Maggie Oliver Foundation is exempt from tax on income and gains falling within Part 11 Corporation Tax Act 2010 or s256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the Charity.

Critical accounting judgements and key sources of estimation uncertainty

In the application of the entity’s accounting policies which are described on pages 18 to 20, the Trustees are required to make judgments, estimates and assumptions about the carrying value of assets and liabilities that are not readily apparent from other sources. The estimates and underlying assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an on-going basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised if the revision affects only that period or in the period of the revision and future periods if the revision affects the current and future periods.

In the view of the Trustees, no assumptions concerning the future or estimation uncertainty affecting assets and liabilities at the balance sheet date are likely to result in a material adjustment to their carrying amounts in the next financial year.

Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Fund Accounting

Unrestricted funds are available for use, at the discretion of the Trustees, in furtherance of the general objectives of the Charity. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the Charity’s work or for specific projects being undertaken by the Charity.

20

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS (continued)

Year ended 30 June 2023

2. Income

				Unrestricted	Restricted	Total
	Unrestricted	Restricted	Total	Funds	Funds	Funds
	Funds	Funds	Funds	2022	2022	2022
	2023	2023	2023	(Restated)	(Restated)	(Restated)
	£	£	£	£	£	£
Donations	116,547	-	116,547	204,892	-	204,892
Grants	7,500	22,290	29,790	-	63,332	63,332
	----------------------	----------------------	----------------------	----------------------	----------------------	----------------------
Donations and
legacies	124,047	22,290	146,337	204,892	57,600	268,624
	=========	=========	=========	=========	=========	=========
Events	39,393	-	39,393	26,674	-	26,674
	----------------------	----------------------	----------------------	----------------------	----------------------	----------------------
Income from other
trading activities	39,393	-	39,393	26,674	-	26,674
	=========	=========	=========	=========	=========	=========
Survivor Ball	4,345		4,345	2,779		2,779
Income from public
speaking	1,250	-	1,250	3,850	-	3,850
	----------------------	----------------------	----------------------	----------------------	----------------------	----------------------
Income from
charitable activities	5,595	-	5,595	6,639	-	6,639
	=========	=========	=========	=========	=========	=========
Bank Interest	461	-	461	-	-	-
	----------------------	----------------------	----------------------	----------------------	----------------------	----------------------
Investment income	461	-	461	-	-	-
	=========	=========	=========	=========	=========	=========
TOTAL INCOME	169,496	22,290	191,786	238,105	63,832	301,937
	=========	=========	=========	=========	=========	=========
. Costs of raising	funds
			Total &			Total
		Unrestricted Unrestricted			Restricted	Funds
			Funds	Funds	Funds	2022
			2023	2022	2022	(restated)
			£	£	£	£
Advertising			850	11,448	249	11,687
Events			14,185	-	-	-
			----------------------	----------------------	----------------------	----------------------
Costs of raising funds			15,036	11,448	249	11,687
			=========	=========	=========	=========

3. Costs of raising funds

21

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS (continued)

Year ended 30 June 2023

4. Charitable activities

	Emotional Support	Legal Advocacy and Force for Change	Total 2023	Total 2022
	£	£	£	£
Staff costs	33,900	63,415	97,315	62,826
Consultancy	-	26,500	26,500	37,300
Phone helpline	3,916	-	3,916	2,361
Group Therapy	4,800	-	4,800	-
Marketing	-	1,860	1,860	-
Volunteer costs	2,373	-	2,373	2,957
Otherdirect costs	8,006	462	8,468	**4,767 **
Support costs (note 5)	12,125	28,291	40,416	30,638
	----------------------	----------------------	----------------------	----------------------
	65,119	120,529	185,648	140,859
	=========	=========	=========	=========

5. Analysis of support Costs

	Total 2023	Total 2022
	£	£
Staff Costs	22,676	16,982
Other staff costs	743	910
Depreciation	253	272
Accountancy	2,265	1,815
Computerexpenses	1,790	1,231
Telephones	1,681	1,945
Printing and stationery	401	-
Insurance	697	659
Marketing	2,390	-
SurvivorsBall	6,111	4,385
Sundry expenses	1,341	2,439
Bank fees	67	-
	----------------------	----------------------
	40,416	30,638
	=========	=========

Support costs have been allocated to between the charitable activities on a 30/70 split. This is based on an estimated number of people reached by the services.

22

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS (continued)

Year ended 30 June 2023

6. Trustees

Since July 2021, our founder and Chair, Maggie Oliver received a consulting fee in recognition of the unique services she provides as a result of her experience and profile. This arrangement is governed by a consultancy agreement approved by the trustees. Payment is exclusively for specific services listed in this agreement and not for any duties expected of a trustee.

None of the other Trustees (or any persons connected with them) received any other remuneration or benefits from the charity during the year.

7. Staff costs

	Total 2023	Total 2022
	£	£
Salaries	114,047	78,230
National Insurance costs	3,651	77,224
Pensions costs	2,293	1,578
	----------------------	----------------------
	119,991	79,808
	=========	=========

There were no employees whose annual remuneration was more than £60,000

The average headcount of employees during the year was 4.2 (2022: 3.6).

8. Tangible fixed assets

	Computers
	£
**COST **
At 1 July 2022 and 30 June 2023	2,015
	-----------------
DEPRECATION
At 1 July 2022	411
Depreciation charge for the year	253
	-----------------
At 30 June2023	664
	-----------------
NET BOOK VALUE
At 1 July 2022	1,604
	-----------------
At 30 June 2023	1,351
	=========

23

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS (continued)

Year ended 30 June 2023

9. Debtors: Amounts falling due within one year

	Total 2023	Total 2022 (restated)
	£	£
Grantincome	32,500	65,000
Amounts held by Limited Company on behalf of the Charity	192,632	169,423
	---------------	---------------
	32,500	65,000
	=========	=========

In June 2019, a company limited by Guarantee was registered at Companies House with the name The Maggie Oliver Foundation. This company was intended to hold the cash and bank account of the charity until the CIO was set up and registered with The Charity Commission. On 8[th] August 2024, all the assets and liabilities of the limited company were transferred to the CIO. As at the year end the bank account was still held with the Limited Company but the trustees confirm that the transactions are those of the CIO. Therefore, the money held in the bank has reclassified as debtors as the bank account is not held by the Charity but by a Limited Company of the same name.

10. Creditors: Amounts falling due within one year

	Total 2023	Total 2022 (Restated)
	£	£
Othertaxes and socialsecurity	1,771	2,953
Accruals	2,058	1,522
	----------------------	----------------------
	3,829	4,475
	=========	=========

24

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS (continued)

Year ended 30 June 2023

11. Reserves

	Total 2022 (Restated)	Income 2023	Expenditure 2023	Total 2023
	£	£	£	£
Restricted funds
People NeighbourhoodLottery	3,300		(3,300)	-
Benefact (Ecclesiastical)	2,500		(2,500)	-
Allen Lane	3,250		(3,250)	-
The StreetFoundation	10,000		(10,000)	-
The Henry Smith Charity		21,250	(10,878)	10,372
TheBig GiveTrust		290	(290)	-
The Social Change		750	(750)	-
	----------------	----------------	----------------	----------------
	19,050	22,290	(30,968)	10,372
	----------------	----------------	----------------	----------------
Unrestricted funds
General Reserves	145,898	169,496	(136,963)	178,431
FixedAssets	1,604		(253)	1,351
Tudor Trust	65,000	-	(32,500)	32,500
	----------------	----------------	----------------	----------------
	212,502	169,496	(169,716)	212,282
	----------------	----------------	----------------	----------------
Total funds	231,552	191,786	(200,684)	**222,654 **
	=========	=========	=========	=========

• The People Neighbourhood Lottery grant was awarded to pay towards the payroll costs of the Service Coordinator.

• The Benefact (Ecclesiastical) grant was awarded to pay towards the payroll costs of the Legal Advocacy Worker

• The Allan Lane Grant was restricted to the Power for Pain Phoneline and associated IT costs.

• The Street Foundation grant was awarded to pay towards the salary of the Business Manager.

• • The Henry Smith Foundation awarded an £130,000 grant of which £21,500 has been paid, the remainder is conditions on service levels being met. The grant was awarded to pay towards the payroll costs of the Service Coordinator and Group Therapy costs.

• The Big Give Trust grant was given towards the Outreach Worker Salary.

• The Social Change grant was given towards the IT expenses.

• In 2021 The Tudor Trust awarded a £100,000 grant towards the general running cost of the charity. The grant is being paid over three years.

25

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS (continued)

Year ended 30 June 2023

12. Analysis of net assets between funds

	Unrestricted Funds	Restricted Funds	Total 2023	Total 2022 (Restated)
	£	£	£	£
Tangible fixed assets	1,351	-	1,351	1,604
CurrentAssets	225,132	-	225,132	234,423
Current Liabilities	(3,829)	-	(3,829)	(4,475)
	--------------	--------------	--------------	--------------
	**222,654 **	-	**222,654 **	**231,552 **
	=========	=========	=========	=========

13. Statement of financial activity for the year ended 30 June 2022

	Unrestricted	Restricted	Total Funds
	Funds	Funds	2022
	(Restated)	(Restated)	(Restated)
	£	£	£
INCOME
Donations and legacies	204,892	63,832	268,624
Income from other trading activities	26,674		26,674
Income from charitable activities	6,639		6,639
	----------------------	----------------------	----------------------
Total income	238,105	63,832	301,937
	----------------------	----------------------	----------------------
RESOURCES EXPENDED
Expenditure on:
Costs of raising funds	11,448	249	11,697
Expenditure on charitable activities	96,316	44,533	140,849
	----------------------	----------------------	----------------------
Total expenditure	107,764	44,782	152,546
	----------------------	----------------------	----------------------
	----------------------	----------------------	----------------------
Net Income and movement of funds for the year	130,341	19,050	149,391
	----------------------	----------------------	----------------------
RECONCILIATION OF FUNDS
Total funds brought forward	82,161	-	82,161
	----------------------	----------------------	----------------------
Total funds carried forward	212,502	19,050	231,552
	----------------------	----------------------	----------------------

26

The Maggie Oliver Foundation

NOTES TO THE FINANCIAL STATEMENTS (continued)

Year ended 30 June 2023

14. Reserves for the year ended 30 June 2022

	Total 2021 (Restated)	Income 2022	Expenditure 2022	Transfers	Total 2022
	£	£	£		£
Restricted funds
People Neighbourhood Lottery	-	19,800	(16,500)	-	3,300
Benefact (Ecclesiastical)	-	10,000	(7,500)	-	2,500
Allen Lane	-	7,800	(4,550)	-	3,250
The Street Foundation	-	20,000	(10,000)	-	10,000
The Big Give Trust		6,232	(6,232)	-	-
	---------------	---------------	----------------	---------------	---------------
	-	63,832	(44,782)	-	19,050
	---------------	---------------	----------------	---------------	---------------
Unrestricted funds
General Reserves	80,405	138,105	(72,492)	(120)	145,898
Fixed Assets	1,756	-	(272)	120	1,604
Tudor Trust	-	100,000	(35,000)	-	65,000
	---------------	---------------	----------------	---------------	---------------
	82,161	238,105	(107,764)	-	**212,502 **
	---------------	---------------	----------------	---------------	---------------
Total funds	82,161	301,937	(152,546)	-	**231,552 **
	=========	=========	=========	=========	=========

15. Analysis of net assets between funds for the year ended 30 June 2022

	Unrestricted Funds (restated)	Restricted Funds (restated)	Total 2022 (restated)	Total 2021 (Restated)
	£	£	£	£
Tangible fixed assets	1,604	-	1,604	1,604
CurrentAssets	215,373	19,050	234,423	65,000
Current Liabilities	(4,475)	-	(4,475)	4,475
	--------------	--------------	--------------	--------------
	**212,502 **	19,050	**231,552 **	**231,552 **
	=========	=========	=========	=========

27