# **Annual Report 2021** **Registered Charity No: 1047265** ## **Contents** |Chairpersons Address
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(Alun Thomas - Chairperson)
Caerphilly Co-ordinators Report
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(Jackie Hughes)
Financial Report
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(Will Thomas)
Current Supporters
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Alun Thomas
Person to Person Chairperson
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I would like to express my thanks to everyone who has been involved with Person to Person over the past year. In particular, the trustees are proud of the work done by the Citizen Advocates and our staff in endeavouring to help improve the lives of people with learning disabilities in what has been an extremely challenging year. The year began in April 2020 with Person to Person Citizen Advocacy starting life as a CIO, a Charitable Incorporated Organisation, following our registration with the Charity Commission. The restrictions that have been in place over the year due to the Covid-19 pandemic have meant that Person to Person, along with all other organisations across the UK, have had to adapt its working practices. In a year where peoples’ lives have been disrupted in many ways, the concept of Citizen Advocacy has been particularly important to many individuals. Citizen Advocacy is where – _“An ordinary citizen develops a relationship with another person who risks social exclusion or other unfair treatment because of a disability. As the relationship develops, the advocate chooses ways to understand, respond to and represent the other person’s interests as if they were the advocate’s own.”_ (John O’Brien). ## **Chairpersons Address** Lockdown and the closure of many services have impacted individuals to different degrees in both positive and negative ways. Social distancing rules and the difficulty in travelling have meant that for a number of people the social isolation that they may already have been experiencing has been increased quite dramatically. For others, the closure of formal services has enabled them to experience more community based activities. Citizen Advocates, themselves caught up in the constraints and concerns of the pandemic, have had to find innovative ways of keeping in touch with their partners. I would like to thank the Citizen Advocates and our Citizen Advocate Co-ordinator for providing support to the partners in extremely difficult circumstances. My thanks, once again, to Caerphilly County Borough for their continued funding which has made it possible for the organisation to maintain its core function of providing a Citizen Advocacy service. Person to Person has become an integral part of advocacy and learning disabilities in Caerphilly County Borough. Once again, I would like to acknowledge the work done by the citizen advocates, our Citizen Advocate Co-ordinator, our Office Manager and the management committee for their work over the last twelve months. ||**Chairperson**| |---|---| |**Will Thomas**
**Lynne Gornicki**
**Linda Davies**
**Employees:**
**Jackie Hughes**
**Kate Fussell**|**Reference and Administrative details**
**-**
**Treasurer**
**-**
**Secretary**
**-**
**Trustee**
**-**
**Caerphilly Citizen Advocacy Coordinator**
**-**
**Office Manager**| ## **Citizen Advocacy** **Jackie Hughes** _**Caerphilly Citizen**_ I would like to thank everyone connected to our project for all the on-going support that they have given me in my role as the advocacy coordinator. A huge THANK YOU to all our Volunteers, Funders and the Management Committee (who are also volunteers) and to Kate our Office Manager. The coronavirus has continued to cause disruption for everyone again this year, with lockdowns came the closure of libraries, cafes, social groups and recourse bases. It has been difficult to network in the local area, and sadly this has impacted on our recruitment of new volunteers. Currently we have 26 partnerships in the Borough with 19 people on the waiting list, waiting to be matched to volunteer citizen advocates as they become available. During the past year we have been operating a citizen advocacy service that has been delivered in many different ways, such as, online via zoom, Microsoft Teams, Face Time, telephone, meetings outside (anywhere considered to be a safe environment!) We have, where possible, maintained contact and kept up to date with all our partnerships, offering on-going support and friendship. Many partners have needed to overcome issues in their lives such as health problems, illness, death of loved ones, problems with housemates in shared living, finances, transport, opening bank accounts, viewing possible new accommodation, booking holidays and days out etc. ## **Citizen Advocacy** Many of the people we support have become anxious about the future. People have been unable to see their friends and families to enjoy a hug, a chat and enjoy their local community with all that it offers. This has impacted on people’s confidence and the way they live their lives. However, with the rollout of the vaccination programme, we are finally beginning to see the gradual reopening of the places we all love: social clubs, libraries, cafes and churches etc. so I look forward to meeting with everyone in coming months and hopefully to recruiting new volunteers to support adults with learning disabilities in the Caerphilly Borough! ## **Financial Report** |||| |---|---|---| |**INCOME**||| |CCBC|30500|| |GAVO|980|| |||| ||**£ 31,480.00**|| |||| |**EXPENDITURE**||| |Wages|24544|| |Travel|211|| |Accommodation|711|| |Office costs|2535|| |Professional fees|1502|| |||| ||**£ 29,503.00**|| ## **Current Supporters** Many thanks to all the members of our Management Committee for all their hard work and commitment to _Person to Person Citizen Advocacy_ **Alun Thomas** (Chairperson) **Lynne Gornicki** (Secretary) **Will Thomas** (Treasurer) **Linda Davies** (Trustee) **Many thanks as always to the organisations that have** ## **supported our project over the last year:** MACE AND PARTNERS CHARTERED ACCOUNfAKrs ' tered Chari Number 1185625 PERSON TO PERSON CITIZEli ADVOCACY Statement of Account For the Year Ended 31ST NI.4RCH 2021 PF.RSON TO PF.RSOII CIT17F.N ADVOCACY TKUSI"LLS A Thomas (Chairperson) L Gorniki (Secreiary) Will Thom&s (Tre&surer) Linda DaviLs ADDRESS YMCA Aaron Place, Gilfach, Bargoed. Caerphilly, CF818JA REGISTERED CHARITY NUMBER 1185625 ACCOU]%TANrs Mace and Partner& Chartered Acwunlants 52 Talbot Road, Tally)t Grccn, Pontyclun. Rhondda Cynon Taff. CF72 8AF. BANKERS The Co-OF¢rative Bank PIC P O Box 250. ske1me￿d8le. WN86 AccouiYfs- 31. MARCH 2021 PAGLS 1- 2 Trusiecs Re￿rt Independent Examiners Rcw)rt Slaiemenl of Financial Aciivities Balance Sheet 6- 9 Notes to the Accounts MACE AIVD PARTNERS PAGE I PERSON TO PERSON CITILEN ADVOCACY TRUSTEES REPORT FOR THE YEAR ENDED 31- MARCH 2021 The Managing Committee present their re￿)rt for the y¢ar ¢ndoJ 31. March 2021. The members of the managi￿ Cornmittee during the year aTe as follows:. Alun Thom&s Will Thomas Lynne Gorniki Linda Davies (Chairperson) (rreasurcr) (Secrelary) STRUCTURE GOVEILNANCE AND MANAGEMENT Managing Commitiee rnembers are elected or appointed on an annual basis. The Charity was established by Tnm Deed dated 9 May 1995 and is rcgisiered with the Charity Commission number 1185625. The Charity's address is YMCA. Aaron Plac¢, GilfaclL Bargoed. CF818JA. Obj¢¢ls, Organiyation and Activiti The Charity is establishcd to promoie the relief of people with a learning disability within the boundaries of th¢ fornier Mid Glamorgan and to assist those people to realise their full tx)tential to lead ful[￿Ing livcs by the provision of a service calculated to:_ assist persoLs ￿ defined above to obtain their full rights and privile8es as a citizen: provide long terni friendship and suppjrt: provid¢ Inforn￿tiOn to people with a learning disability. Memb¢rship of th¢ Organisation shall be open to all individuals or organisations in sympathy with its aims and all advocaics and partners within th¢ Organisation. CbaDge of ch¥ritable statu# Person to Person Cilizen Advocacy ￿)stered with the Charity Commission as a CIO - FOUNDATION on 04 Ocl 2019. The Charity Commission infoTmed us the n¢w charity, Person to P¢rson Citi/£n Advocacy. Charity Numb¢r 1185625. had been registere(L AND PARTNERS The old organisation, Charity Nurnl￿r 1047265. closed at the end of the financial year (201912020) and its assels transfe￿ed to the new Charity. This took place on 6, April 2020. Review of Prngress and Achievements l am pleased to sbare a review of another year in the life of Person to Person Citizen Advocacy. The restrictions that have been in place over the last 12 months due to the Covid-19 pandemic have mcant that Person to Person, along with all other organisations across the UK. have had to adapt its working prdctices. Supwrt given to Citizen Advocates and their partners has been provided by the Ciliz¢n Adv(Kacy Co-ordinator through a variety of forms of social M￿1* Ciiiz¢n Advocates have been given advice and support on how they can keep in touch with their p2rtners in a safe and effeciive way. Citizen Advocacy partnerships have Continud io flourish in Caerpbilly . The regular funding froTn Caerphilly County Borough along with lop up funding from vaTiOUS independent funders has enabled the prolonged development of Citizen Advocacy in the Borough. To this end I would like to thank Caerphilly County Borough Council. The organisalion has Continu￿ to identify other avenues of funding in ot￿er to further ¢nhance the project. We believe that our Citizen Advocacy Covordinator has become a vital element in the partnership ￿'orkIng model so encouraged by the Welsb Assembly GovemmenL Whilst thcre is a gr¢at demand on the time of OUT Co-ordinalor with regard io Tecruiting advocates: matching and supporting partnerships, involvement and participation with other agencies is seen as cwcial and the C(wrdinator prioritises this part of the work accordingly. Person to PeT50n has had a presence in the Caerphilly County Borough area for over 25 years and. as a resujc the Citizen advocates recruited by the organisation have played an integral part in the lives of many individuals. The CitiT£n Advocacy Co- ordinalor's Contribution lo the development of advocacy across the botough h&s been extensive and continues to this day. Rtserves Policy It is the EK)licy of the Charity to maintain Unrestricted fimds, Nvhich are the free reserves of thc Charity, at a level which will enable the Charity to continu¢ with its unreslricted work for the next two to three months. The unrestricted fijnds reserve at the end of the year at £12613 with £16146 tcserves in the restricted funds. The charity is funded by grants which are shown at note 2 to the accounts. MACE AND PAR TNERS Risk Management Th¢ trustc¢s bave examined the major strategic business and oper*ional risks which the Charity faccs and confimi thai svstems hafve been established to enable regular reports to be produced so that the netessary strps can be tsk¢n ￿ lesscn thos¢ risks. Declaration I declare. in my capacity of ckwity t￿￿ee, ihat.. The trustees have approved the report aEx)ve: and Have authorised me lo sign it on their bebalf. Alun Thom*s (Chair) Dated . 1011 Ir2021 AND PARfivERS PAGE 3 INDEPEN'DF.I%T EXAMINF.RS RF.PORT TO TIIF TRUSTEES OF PERSON TO PERSO1% crrizEN ADVOCACY I retM)rt on the accounts of the Tru& for the year ended 3 Est March 2021. which are set out on pages 4 lo 9. This retx>rt is made solely to the charity's tr￿sleeS. &$ a kndy. in accordance with your inslructions. Our work h&s been undertsken so that we mighi report to you those matters you have r4uired us to State in our [c￿rt and for no oiher purpose. To the fullest extent pennitted by law. we do not accept or assume reskx)nsibility to anyone other than ihe cbarity and its trustees as a t¥)dy for this reporL or for the opinions we have forn)ed. RESPEcfivE RESPONSIBILITIES OF TRUSTEES AND EXLVIII%ER The Charity's Trustees are tesix>Dsible for the preparation of the accounts. The charity's trustees consider that an audit is not requircd for this year (under section 144 (2) of the Charities Act 2011 (thc 2011 Act) and that an independent examination is It is my reS￿nsIbl11ry to:. examine the accounts (under section 145 of the 2011 Act): to follow the procedures laid down in the General Directions given by the Charity Commissioners (under section 145(5Xb) of the 201 l Act)" to state whether particular rnatters have come to my atteniAOn. BASIS OF tYDEPEIYDEIYT EXAMINER'S REPORT My examination w&8 carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of ihe accounting records kept by the charity and a comparison of th¢ accounts presented N¥ith those records. li also includes consideraiion of any unusual iiems or disclosures in the accounL and seeking explanations from you as trustres concerning such matteTS. The procedures undellaken do nol provide all the evidence that would be required in an audit. and conscqucntly no opinion is given as to N%thether the accounts present a 'true and fair view. and the reFX)rt is limiied to those matters set out in the statement below. MACE AND PAR TNERS INDEPENDENf EXAMThIR'S STATEMENr In connection with my examinatio￿ no matler has Come to my attention: which gives me reasonable tause to Etlieve in any material respect the requirements: a) to kttp accounting records in acwrdance with s¢ction 130. of the 2011 Act; and b) To prepare accounts which accord with the accounting records and comply with the accounting requirements of the 201 l Act or 2. 10 which. in my opinion. attention should ￿ drawn in order to cnable a proper understanding of the accounts to ￿ reached. ILA. HUCKRIDGE Chartered Accountanl Maee and Partners 52 Talbot Green PoDtyclun Rhonddx Cyoon T*ff CF72 8AF Date: ioik ￿'0}eMber 2021 MACE AND PARTNERS PAGE 4 PEILSON TO PF.RSON CIT17.F.N ADVOCACY STATEMENT OF FM AThCIAL AcfwiTIES FOR THE YLAR LNDED 31ST MARCH 2021 2021 2020 Notes Unrestricted Restricted Total Total INCOME Grants 12LK)O 19480 31480 44500 EXPENDrruRE Wage& Employers NIC and Pension Contributions Trdvelling Expenses Training Ext￿nseS Premises Expenscs Office Expenses Independent EXaMi￿rS F¢cs Loss on OITice Equipmeni Depreciation:_ Office F4uipment 4875 19669 24544 28925 194 194 3127 17 17 244 98 1433 1150 1140 2469 1779 780 780 3598 74 1335 J329 780 37 29 TOT AL EXPENDITURE 8356 21147 29503 39677 NFT tYCOMF.I F.XPENDITURE FOR THE YEAR Fund balance broughi forward (1667) 1977 4823 17813 26782 21959 8969 FUND BALANCE CARRIF.D FORWARD 12613 16146 28759 26782 MACE AND PAR TNERS PAGL5 PERSON TO PF.RSON CITIZF.N ADVOCACY BALANCE SHEET AS AT 11ST MARCH 2021 Ilote LTnwtritt¢d Restritted 2021 2020 FIXED ASSETS 0￿1CC F4uipment ?60 666 CURRENT ASSETS DLbtors Cash at Bank C&sh in Hand 56 )2819 131 56 55 29252 27338 131 133 16433 13006 16433 294i9 27526 CLfRRF.NT LIABILITtES Cr¢diiors 1280 1280 1410 NET CURREYT ASSETS J1726 16433 28159 26116 NET ASSETJ 12066 16693 28759 26782 Re reseDted Bv:_ FLTNDS Accumulated Fund Account 12066 16693 28759 26782 For and on behalf olthe Mi anaging Committee Dated 10 November 2021 MACE AJVD PARTNERS PERSON TO PERSON CITIZEN ADVOCACY NOTES TO THF. ACCOIJNTS FOR THF. YFAR F.NDED 31ST MARCII 2021 PRINCIPAL ACCOUI%TING POLICIF.S a) AccouDtin ConventioD The fIn¢￿lia1 sialem¢nls are prepared under the hislorical cost convention and in accordance with applicable accouniing sLqndard& the Charities SORP2015 (Atcounting and Rew>rting by Charities). and comply with the Clwities Act 2011. b) Incomin resources Income is recognised in the period in ￿4)ICh the charity is entiiled to reccipt and the amount can be me&5Uted with re&sonable certatllty. c) Resources ex ended and bas18 of 4110¢4tion of ¢osts Expendiiure is included on an accruals basis. Expenditu￿ on Oper￿lO￿al programmes is Tecognised in the t￿riOd in which il is incurred. A designated fund is estsblished for expenditure whicb been committed to Projec￿ but remains unspent ￿ the year end. The majority of costs are directly attributable to specific activities. Cenain shared costs are apponioned to activities in furtherance of the objects of the charity. d) Ca itxlisation and de reciation of tan All assets are capitalised. The cosi ofthe tangible fixed &ssets is MTitten off at IOQ/o per annum on a reducing bala￿¢ basis. 'ble fixed assets e) Funds aceountin Funds held by the charity are:. Unrestricted en¢r*l funds 1.hese are funds which cl￿ be used in accotdance with the charitsble objects at the discretion of the tnL%ttts. Restricted fuDds These are funds that can only k for particular restricted purp05e5 within the objects of ihe charity. Restrictions arise when s￿CIfIed by the donor or when fund5 are raised for particular restricted pury)oses. eratin eases Rciltals appli¢able ￿ OFtrdting leases where substantially all the benefits and risks of ownership remain with the lesser ate charged to the statement of financial activities. tmMACE AND PARTNERS PAGE 7 PERSON TO PERSO1% CITIZEN ADVOCACY NOTESTO THE ACCOUYTS FOR THE YEAR F.IDFD31ST MARC.112021 CONTIliLF.D GRANTS RECEIVED GAVO Co￿rie1dS Peoples Postcode Didymas Tntst Caerphilly C.B.C. 2021 980 2020 70(X) 30500 31480 30500 44500 STAFF COSTS AND TRUSTEES REMLNERATION Salaries & Employers NIC 24544 FIonoratium 28425 500 28925 24544 The average weekly number of employees during the year calculated on full lime equivaleni basis was:_ 2 (2 in 2020) No employees received remuneration amounting to mor¢ th¢n £S0.(KK> in either year. Mr. W. Thomas of the Exe￿tive Committee ￿CeIVed a Honoratium of NIL {2020 £500). TRAII4411IG EXPENSES Refreshments 17 17 244 244 AND PARTNERS PAGE 8 PERSON TO PERSON CIT17.ETr4 ADVOCACY NI)TF.S TO THE ACCOLliTS FOR THF. YEAR ENDED 31ST MARCII 2021 CONTIYUED PREMISES EXPEYSES R¢nl IDsumce Repairs & Renewals 2021 570 680 183 1433 2020 690 1150 OFFtCF. F.XPF,NSF.S Printing, PosliigL. Sthtionery & AdveTts Telephone A.G.M. Expen￿$ Sundry Ex￿nSeS Computer Expenses 403 251 553 210 120 1695 348 1779 TANC.IBLE FIXED ASSETS C05t At ISL April 2020 At 3151 Marcb 2021 20280 20280 reciation .4t I, April 2020 Charge for the Year At 31" Ma￿h 2021 19614 19680 Net Book Value Ai 31" March 2021 At 3151 Ma￿h 2020 CREDITORS Wages Travelling Independent Examiners Fee 2021 500 2020 500 130 780 1410 780 1280 MACE AND PAR TIVERS PAGE 9 PEILSON TO PERSON CITIZEN ADVOCACY IYOTES TO THE ACCOUYTS FOR TItE YEAR ENTED 31ST MARCII 2021 COIITII%UED DEBTORS Pr¢paym¢nts 2021 56 56 2020 55 10. FLNDS Unrestricted funds comprise those funds which the trustees are free to use in accordance with thc charitable objects. R&stricied funds are funds which bave been given for particular purp)ses and projects. TRANSACTIONS WITH RELATED PARTIES Mr AIun Thomas {Chair) receiveJJ NIL in travelling expenses for the year (2020 £329) MACE AND PAR TIVERS MACE AND PARTNERS CHARTERED ACCOUNfAKrs ' tered Chari Number 1185625 PERSON TO PERSON CITIZEli ADVOCACY Statement of Account For the Year Ended 31ST NI.4RCH 2021 PF.RSON TO PF.RSOII CIT17F.N ADVOCACY TKUSI"LLS A Thomas (Chairperson) L Gorniki (Secreiary) Will Thom&s (Tre&surer) Linda DaviLs ADDRESS YMCA Aaron Place, Gilfach, Bargoed. Caerphilly, CF818JA REGISTERED CHARITY NUMBER 1185625 ACCOU]%TANrs Mace and Partner& Chartered Acwunlants 52 Talbot Road, Tally)t Grccn, Pontyclun. Rhondda Cynon Taff. CF72 8AF. BANKERS The Co-OF¢rative Bank PIC P O Box 250. ske1me￿d8le. WN86 AccouiYfs- 31. MARCH 2021 PAGLS 1- 2 Trusiecs Re￿rt Independent Examiners Rcw)rt Slaiemenl of Financial Aciivities Balance Sheet 6- 9 Notes to the Accounts MACE AIVD PARTNERS PAGE I PERSON TO PERSON CITILEN ADVOCACY TRUSTEES REPORT FOR THE YEAR ENDED 31- MARCH 2021 The Managing Committee present their re￿)rt for the y¢ar ¢ndoJ 31. March 2021. The members of the managi￿ Cornmittee during the year aTe as follows:. Alun Thom&s Will Thomas Lynne Gorniki Linda Davies (Chairperson) (rreasurcr) (Secrelary) STRUCTURE GOVEILNANCE AND MANAGEMENT Managing Commitiee rnembers are elected or appointed on an annual basis. The Charity was established by Tnm Deed dated 9 May 1995 and is rcgisiered with the Charity Commission number 1185625. The Charity's address is YMCA. Aaron Plac¢, GilfaclL Bargoed. CF818JA. Obj¢¢ls, Organiyation and Activiti The Charity is establishcd to promoie the relief of people with a learning disability within the boundaries of th¢ fornier Mid Glamorgan and to assist those people to realise their full tx)tential to lead ful[￿Ing livcs by the provision of a service calculated to:_ assist persoLs ￿ defined above to obtain their full rights and privile8es as a citizen: provide long terni friendship and suppjrt: provid¢ Inforn￿tiOn to people with a learning disability. Memb¢rship of th¢ Organisation shall be open to all individuals or organisations in sympathy with its aims and all advocaics and partners within th¢ Organisation. CbaDge of ch¥ritable statu# Person to Person Cilizen Advocacy ￿)stered with the Charity Commission as a CIO - FOUNDATION on 04 Ocl 2019. The Charity Commission infoTmed us the n¢w charity, Person to P¢rson Citi/£n Advocacy. Charity Numb¢r 1185625. had been registere(L AND PARTNERS The old organisation, Charity Nurnl￿r 1047265. closed at the end of the financial year (201912020) and its assels transfe￿ed to the new Charity. This took place on 6, April 2020. Review of Prngress and Achievements l am pleased to sbare a review of another year in the life of Person to Person Citizen Advocacy. The restrictions that have been in place over the last 12 months due to the Covid-19 pandemic have mcant that Person to Person, along with all other organisations across the UK. have had to adapt its working prdctices. Supwrt given to Citizen Advocates and their partners has been provided by the Ciliz¢n Adv(Kacy Co-ordinator through a variety of forms of social M￿1* Ciiiz¢n Advocates have been given advice and support on how they can keep in touch with their p2rtners in a safe and effeciive way. Citizen Advocacy partnerships have Continud io flourish in Caerpbilly . The regular funding froTn Caerphilly County Borough along with lop up funding from vaTiOUS independent funders has enabled the prolonged development of Citizen Advocacy in the Borough. To this end I would like to thank Caerphilly County Borough Council. The organisalion has Continu￿ to identify other avenues of funding in ot￿er to further ¢nhance the project. We believe that our Citizen Advocacy Covordinator has become a vital element in the partnership ￿'orkIng model so encouraged by the Welsb Assembly GovemmenL Whilst thcre is a gr¢at demand on the time of OUT Co-ordinalor with regard io Tecruiting advocates: matching and supporting partnerships, involvement and participation with other agencies is seen as cwcial and the C(wrdinator prioritises this part of the work accordingly. Person to PeT50n has had a presence in the Caerphilly County Borough area for over 25 years and. as a resujc the Citizen advocates recruited by the organisation have played an integral part in the lives of many individuals. The CitiT£n Advocacy Co- ordinalor's Contribution lo the development of advocacy across the botough h&s been extensive and continues to this day. Rtserves Policy It is the EK)licy of the Charity to maintain Unrestricted fimds, Nvhich are the free reserves of thc Charity, at a level which will enable the Charity to continu¢ with its unreslricted work for the next two to three months. The unrestricted fijnds reserve at the end of the year at £12613 with £16146 tcserves in the restricted funds. The charity is funded by grants which are shown at note 2 to the accounts. MACE AND PAR TNERS Risk Management Th¢ trustc¢s bave examined the major strategic business and oper*ional risks which the Charity faccs and confimi thai svstems hafve been established to enable regular reports to be produced so that the netessary strps can be tsk¢n ￿ lesscn thos¢ risks. Declaration I declare. in my capacity of ckwity t￿￿ee, ihat.. The trustees have approved the report aEx)ve: and Have authorised me lo sign it on their bebalf. Alun Thom*s (Chair) Dated . 1011 Ir2021 AND PARfivERS PAGE 3 INDEPEN'DF.I%T EXAMINF.RS RF.PORT TO TIIF TRUSTEES OF PERSON TO PERSO1% crrizEN ADVOCACY I retM)rt on the accounts of the Tru& for the year ended 3 Est March 2021. which are set out on pages 4 lo 9. This retx>rt is made solely to the charity's tr￿sleeS. &$ a kndy. in accordance with your inslructions. Our work h&s been undertsken so that we mighi report to you those matters you have r4uired us to State in our [c￿rt and for no oiher purpose. To the fullest extent pennitted by law. we do not accept or assume reskx)nsibility to anyone other than ihe cbarity and its trustees as a t¥)dy for this reporL or for the opinions we have forn)ed. RESPEcfivE RESPONSIBILITIES OF TRUSTEES AND EXLVIII%ER The Charity's Trustees are tesix>Dsible for the preparation of the accounts. The charity's trustees consider that an audit is not requircd for this year (under section 144 (2) of the Charities Act 2011 (thc 2011 Act) and that an independent examination is It is my reS￿nsIbl11ry to:. examine the accounts (under section 145 of the 2011 Act): to follow the procedures laid down in the General Directions given by the Charity Commissioners (under section 145(5Xb) of the 201 l Act)" to state whether particular rnatters have come to my atteniAOn. BASIS OF tYDEPEIYDEIYT EXAMINER'S REPORT My examination w&8 carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of ihe accounting records kept by the charity and a comparison of th¢ accounts presented N¥ith those records. li also includes consideraiion of any unusual iiems or disclosures in the accounL and seeking explanations from you as trustres concerning such matteTS. The procedures undellaken do nol provide all the evidence that would be required in an audit. and conscqucntly no opinion is given as to N%thether the accounts present a 'true and fair view. and the reFX)rt is limiied to those matters set out in the statement below. MACE AND PAR TNERS INDEPENDENf EXAMThIR'S STATEMENr In connection with my examinatio￿ no matler has Come to my attention: which gives me reasonable tause to Etlieve in any material respect the requirements: a) to kttp accounting records in acwrdance with s¢ction 130. of the 2011 Act; and b) To prepare accounts which accord with the accounting records and comply with the accounting requirements of the 201 l Act or 2. 10 which. in my opinion. attention should ￿ drawn in order to cnable a proper understanding of the accounts to ￿ reached. ILA. HUCKRIDGE Chartered Accountanl Maee and Partners 52 Talbot Green PoDtyclun Rhonddx Cyoon T*ff CF72 8AF Date: ioik ￿'0}eMber 2021 MACE AND PARTNERS PAGE 4 PEILSON TO PF.RSON CIT17.F.N ADVOCACY STATEMENT OF FM AThCIAL AcfwiTIES FOR THE YLAR LNDED 31ST MARCH 2021 2021 2020 Notes Unrestricted Restricted Total Total INCOME Grants 12LK)O 19480 31480 44500 EXPENDrruRE Wage& Employers NIC and Pension Contributions Trdvelling Expenses Training Ext￿nseS Premises Expenscs Office Expenses Independent EXaMi￿rS F¢cs Loss on OITice Equipmeni Depreciation:_ Office F4uipment 4875 19669 24544 28925 194 194 3127 17 17 244 98 1433 1150 1140 2469 1779 780 780 3598 74 1335 J329 780 37 29 TOT AL EXPENDITURE 8356 21147 29503 39677 NFT tYCOMF.I F.XPENDITURE FOR THE YEAR Fund balance broughi forward (1667) 1977 4823 17813 26782 21959 8969 FUND BALANCE CARRIF.D FORWARD 12613 16146 28759 26782 MACE AND PAR TNERS PAGL5 PERSON TO PF.RSON CITIZF.N ADVOCACY BALANCE SHEET AS AT 11ST MARCH 2021 Ilote LTnwtritt¢d Restritted 2021 2020 FIXED ASSETS 0￿1CC F4uipment ?60 666 CURRENT ASSETS DLbtors Cash at Bank C&sh in Hand 56 )2819 131 56 55 29252 27338 131 133 16433 13006 16433 294i9 27526 CLfRRF.NT LIABILITtES Cr¢diiors 1280 1280 1410 NET CURREYT ASSETS J1726 16433 28159 26116 NET ASSETJ 12066 16693 28759 26782 Re reseDted Bv:_ FLTNDS Accumulated Fund Account 12066 16693 28759 26782 For and on behalf olthe Mi anaging Committee Dated 10 November 2021 MACE AJVD PARTNERS PERSON TO PERSON CITIZEN ADVOCACY NOTES TO THF. ACCOIJNTS FOR THF. YFAR F.NDED 31ST MARCII 2021 PRINCIPAL ACCOUI%TING POLICIF.S a) AccouDtin ConventioD The fIn¢￿lia1 sialem¢nls are prepared under the hislorical cost convention and in accordance with applicable accouniing sLqndard& the Charities SORP2015 (Atcounting and Rew>rting by Charities). and comply with the Clwities Act 2011. b) Incomin resources Income is recognised in the period in ￿4)ICh the charity is entiiled to reccipt and the amount can be me&5Uted with re&sonable certatllty. c) Resources ex ended and bas18 of 4110¢4tion of ¢osts Expendiiure is included on an accruals basis. Expenditu￿ on Oper￿lO￿al programmes is Tecognised in the t￿riOd in which il is incurred. A designated fund is estsblished for expenditure whicb been committed to Projec￿ but remains unspent ￿ the year end. The majority of costs are directly attributable to specific activities. Cenain shared costs are apponioned to activities in furtherance of the objects of the charity. d) Ca itxlisation and de reciation of tan All assets are capitalised. The cosi ofthe tangible fixed &ssets is MTitten off at IOQ/o per annum on a reducing bala￿¢ basis. 'ble fixed assets e) Funds aceountin Funds held by the charity are:. Unrestricted en¢r*l funds 1.hese are funds which cl￿ be used in accotdance with the charitsble objects at the discretion of the tnL%ttts. Restricted fuDds These are funds that can only k for particular restricted purp05e5 within the objects of ihe charity. Restrictions arise when s￿CIfIed by the donor or when fund5 are raised for particular restricted pury)oses. eratin eases Rciltals appli¢able ￿ OFtrdting leases where substantially all the benefits and risks of ownership remain with the lesser ate charged to the statement of financial activities. tmMACE AND PARTNERS PAGE 7 PERSON TO PERSO1% CITIZEN ADVOCACY NOTESTO THE ACCOUYTS FOR THE YEAR F.IDFD31ST MARC.112021 CONTIliLF.D GRANTS RECEIVED GAVO Co￿rie1dS Peoples Postcode Didymas Tntst Caerphilly C.B.C. 2021 980 2020 70(X) 30500 31480 30500 44500 STAFF COSTS AND TRUSTEES REMLNERATION Salaries & Employers NIC 24544 FIonoratium 28425 500 28925 24544 The average weekly number of employees during the year calculated on full lime equivaleni basis was:_ 2 (2 in 2020) No employees received remuneration amounting to mor¢ th¢n £S0.(KK> in either year. Mr. W. Thomas of the Exe￿tive Committee ￿CeIVed a Honoratium of NIL {2020 £500). TRAII4411IG EXPENSES Refreshments 17 17 244 244 AND PARTNERS PAGE 8 PERSON TO PERSON CIT17.ETr4 ADVOCACY NI)TF.S TO THE ACCOLliTS FOR THF. YEAR ENDED 31ST MARCII 2021 CONTIYUED PREMISES EXPEYSES R¢nl IDsumce Repairs & Renewals 2021 570 680 183 1433 2020 690 1150 OFFtCF. F.XPF,NSF.S Printing, PosliigL. Sthtionery & AdveTts Telephone A.G.M. Expen￿$ Sundry Ex￿nSeS Computer Expenses 403 251 553 210 120 1695 348 1779 TANC.IBLE FIXED ASSETS C05t At ISL April 2020 At 3151 Marcb 2021 20280 20280 reciation .4t I, April 2020 Charge for the Year At 31" Ma￿h 2021 19614 19680 Net Book Value Ai 31" March 2021 At 3151 Ma￿h 2020 CREDITORS Wages Travelling Independent Examiners Fee 2021 500 2020 500 130 780 1410 780 1280 MACE AND PAR TIVERS PAGE 9 PEILSON TO PERSON CITIZEN ADVOCACY IYOTES TO THE ACCOUYTS FOR TItE YEAR ENTED 31ST MARCII 2021 COIITII%UED DEBTORS Pr¢paym¢nts 2021 56 56 2020 55 10. FLNDS Unrestricted funds comprise those funds which the trustees are free to use in accordance with thc charitable objects. R&stricied funds are funds which bave been given for particular purp)ses and projects. TRANSACTIONS WITH RELATED PARTIES Mr AIun Thomas {Chair) receiveJJ NIL in travelling expenses for the year (2020 £329) MACE AND PAR TIVERS