Person to Person Citizen Advocacy ANNUAL REPORT 2024 Registered Charity Number: 1185625
CONTENTS 03 Chairperson's Report 06 Citizen Advocacy project report 08 Partnership stories 11 Financial report 12 Acknowledgements
CHAIRPERSON'S REPORT l am pleased to be able to report on another year during which Person to Person Citizen Advocacy has continued to play an integral role in the lives of many people with learning disabilities living in the County Borough of Caerphilly. The success of Person to Person relies on individuals within the community being prepared to give their time freely to stand alongside a person with a learning disability. It is at this moment that citizen advocacy partnerships are formed. Over the years there have been changes in central and local government, changes in personnel, changes in the provision of services provided by statutory bodies, voluntary sector organisations and private business. The impact of all these changes has probably had an effect on most people, for better or worse. The way people access help and support, with Less emphasis on face-to-face meetings in favour of digital communication, has been revolutionary in the way we Live our lives. However, what has remained constant are day to day issues faced by many people with learning disabilities.
CHAIRPERSON'S REPORT These may include being isoLated within one's own community, having appropriate accommodation, financial insecurity, feeLing safe from exploitation, medical concerns, to name but a few. It is not possible to provide services that will address these issues for all people with learning disabilities. By identifying individuals who are at risk of one or other of the above- mentioned issues, Person to Person will endeavour to recruit a member of the community to stand alongside that individual to offer the help and support needed specifically to negotiate some of the obstacles in their life. The strength of a citizen advocacy partnership is that the first allegiance of the citizen advocate is to their partner, the person with a learning disability. The Management Committee is gratefuL to Caerphilly County Borough Council for the funding provided to continue the development of citizen advocacy in the area. Person to Person carries out an ongoing search for individuals with learning disabilities who are isolated, whether socially or geographically, or find themseLves in situations that greatly increases their vulnerability. When an individual is identified and indicates to the Advocacy Coordinator that they wouLd like to have a citizen advocate the process of recruiting and matching a suitabLe advocate begins. Since an advocacy partnership is expected to be on a long term basis, it is important that the recruiting and matching process is carried out with the utmost consideration in order for it to be successful. Person to Person has su pported partnerships that have su rvived for many years and where advocate and partner have become close friends.
CHAIRPERSON'S REPORT Funding received from Caerphilly County Borough Council has enabled Person to Person provide some stability for individuals with learning disabilities at a time of continued uncertainty. At the end of the financial year Person to Person was supporting 27 partnerships. I would Like to thank the other members of the management committee for their contribution over the past year. The contribution of Jackie Hughes, Citizen Advocacy Coordinator, and Kate Fussell, Admin support cannot be underestimated and I commend them for their work. Through our Citizen Advocacy Coordinator and Citizen Advocates, Person to Person will continue to champion the wishes of people with learning disabilities in partnership with organisations with similar goals.
CITIZEN ADVOCACY PROJECT I would Like to extend my heartfelt gratitude to everyone who has been involved with Person to Person over the past year. A special thanks goes to our dedicated citizen advocates, who generously give their time and effort to enhance the lives of individuals with learning disabilities. their unwavering commitment is truly inspiring. Citizen Advocacy involves a meaningful one-on-one relationship between a citizen advocate (volunteer) and a partner lan adult with a learning disability). This relationship is built on a foundation of mutual respect and equal friendship, with a focus on long-term support. A Citizen Advocate plays a crucial role in trying to ensure that their partner's views, wishes, choices, and feeLings are heard and respected in all decision- making processes. By actively listening and providing support, citizen advocates endeavour to give their partners the confidence to make informed decisions about their own Lives. In addition, citizen advocates guide their partners to the appropriate resources and information, helping them navigate various services and support systems. This guidance ensures that individuals are making choices that are important to them. Through this support, individuals are more able to be part of their community and enjoy the rich opportunities it offers, fostering a greater sense of belonging and participation.
CITIZEN ADVOCACY PROJECT It is is inevitable that Person to Person has a waiting list of people, eagerly awaiting the support and companionship that Citizen Advocacy offers. We are continuously seeking volunteers who might be interested in making a meaningful difference by becoming a Citizen Advocate at Person to Person. It's been great to see so many of our partnerships attending our events this year. Their participation underscores the vaLue of our work and helps strengthen our community connections. We appreciate their engagement and the positive impact it brings to our gatherings. Person to Person was supporting 27 dedicated partnerships in the Caerphilly Borough at the end of the financial year. The selfless contributions and unwavering commitment of our citizen advocates are key to the success of Person to Person. Their efforts not onLy make a significant impact on the lives of those they support but also enrich our entire community. Thank you for your continued dedication and for making a positive difference every day. My thanks to Kate our office manager, the Management committee, and CCBC for the funding for our project.
PARTNERSHIP STORY Adrian & Alan Adrian and myself met in May 2015. Jackie thought we would be a good match as we both enjoyed walking and gardening. Sadly I do not share Adrian's passion for Elvis but we have attended an Elvis concert, fiLm and Adrian had Elvis attend his 50th birthday party. We have become friends and walked most of the local area, worked in Adrian's garden and been to most coffee shops and pubs in the area. Most times have been good, but sadly Adrian's Mum died in 2018 and he was understandably very upset. In 2023 wejoined an aLlotment project at Ynys Hywel Farm and have attended most weeks, weather permitting- we have been caLLed "The Fair-weather Gardeners" Adrian and myself have planted and harvested more types of vegetables than we even knew existed. We have learnt about moths, bees, sheep and chickens whiLst at the farm. More importantly we have made some very good friends whilst working at the alLotment.
PARTNERSHIP STORY Kay & Margaret During my time as Margaret's Advocate, we have shared a good rapport, I was aware that she trusted me and regarded me as a friend and has been able to share any concerns that she has had. I have helped Margaret with a few matters arising which would have proved extremely difficult for her to manage. I have also been there when she has needed a Lift for appointments, such as medical check-ups and scans. I have supported her with applying for her bus pass, making appointments and helping her to understand letters etc. Having come to know her interests, I have taken Margaret to various social events including train trips to Penarth which she thoroughly enjoyed; going to see a choir performance which she loved and still talks about, going out for lunches, trips in the car. She also enjoyed visiting the Winding House museum in New Tredegar. Last Christmas, we both went to Merthyr with Pontlottyn Church where we attend coffee mornings for their Christmas outing, We also went along to the Person To Person Christmas coffee morning which incLuded a guided tour of Llanciach Fawr Manor. If I have not been able to see Margaret for a whiLe, I drop her a phone call as I know she really appreciates this. Margaret: I like Kay being my advocate, we are good friends. She has helped me with Lots of things and has been there when I have needed a friend. We've been on some lovely trips to Lots of places. I really like her!
PARTNERSHIP STORY Samantha & Rob l am Samantha, and I have been an Advocate with Person to Person for over 15 years. Recently, I worked with a woman for a short time. Together with her caregivers, we found a better way for her to communicate since she was not very verbal. During one visit, which happened to be another resident's birthday, she was able to say a few words. We created a book for her to choose her meals, drinks, and favourite activities each day, which helped her feel more involved. l also had the pleasure of meeting Rob, who was a kind man but a bit shy around new people. We often met at the library café for cake and enjoyed several outings for lunch and movies together. When a new care group took over his care home, they didn't have much information about what he liked to do before the pandemic. The new manager was very friendly, and we held several meetings to discuss Rob's preferences, which she worked hard to cater for. Last year, I learned that Rob was unweLI and needed tests, but there were difficuLties in getting those done. I reached out to one of his doctors, which helped start the process. UnfortunateLy, it was too late, and we lost Rob. In honor of his Love for colLecting weeds, I made a bouquet of weeds for his funeral, which was placed on his coffin as we said goodbye. It was a very sad ending for such a wonderful man. 10
FINANCIAL REPORT Monoy In Money Out Cawphllty CBC f40.5ts) Totol kncom• 8% Mon•y Sdary I14n9 p8b0ft £31.127 £3,1eo R•nl £191 £1.638 £1.810 | Tr>t4 •Jrp•n• t37.vlo • S8WlrtlLKJingpv4kn • TrMI • R•nt • Olh¢4¢4sts Profes9 cogts 11
ACKNOWLEDGEMENTS Management Committee members Alun Thomas Chairman WillThomas Treasurer Lynne Gornicki Secretary Linda Davies Trustee Funders CAERPHILLY COUATTY BOROUGH COUIVCII CYf4fjOR BWRDE15fREF SIROL CAERFFILI Registered Charity Number: 1185625
MACE AND PARTNERS CHARTERED ACCOUNTANTS ' tered Chari Iyumber 1185625 PERSON TO PE oli TIZEN ADV ACY Ststen of A¢¢outit For the Year Ended 31- MAR H 2024
PERS N TO PERSON crrizEN ADVOCACY TR A Thom&s (ChairpeTson) L Gomiki (Secrelary) Will Thom&s ffreasurer) linda Davies YMCA Aaron Plac4 GiIfX B8( Clly, CF818JA REGISTERED CHARITY NUMBER 1185625 AccouKfANIS 52 T8lt()t RoL Taibot Gree¥L Pontyclu Rhondda cyn( Taff. CF72 8AF. BANKERS The Cfroperative Bank Pl P O Box 250, Skelmasdal4 WN8 6wr ACCOUNTS- 31 MARCH 2024 PAG 1- 2 Tntstees Report Indepdent Examintrs ReP[t SLq1emt of Financial Activitie5 Balan Sbeet 6- 9 Notes to the Awjunts MACE AJVD PARTNERS
PERS N TO PERSON CITIZEN ADVOCACY TRUSTE REP RTF R TIIE YEAR ENDED 31- MAR H 2024 The Managing Committee present thar report for the year endeAI 31° March 2024. The membe[5 of the Matia8 Committee dry the year are as follows:_ Alun Thom&8 Thom&8 Lynne Gorniki Linda Davies ((JJairpetson) (rre&surer) (Secretsry) TRU The Charity v4a5 established by Trust Deed dafrd Q May 1995 and is reStered with the Charity Commission number 1185625. The Charity's address is YMCA Aaron Place, Gilfac4 Batgoe4 CF818J Objetts, OryaDisation mI Activiliel The Charity is estabiisbol to pronx)t¢ the rth'ef of people with a learning disability within the boundaries of the forn "d GIamc(g8n and to assist those r*ople to realise their full pokntial to lead fulfill8 lives by the provisiffl of a service calculated to:. assist persons &% defin above to oltn thar fidi rights and privileg &% a cl(17.. provide I8 tm frieLdslllp and support provide infornwion to Fyle with a leaming disability Membership of the Organisalion shall be Op to all individuals or organIsl0nS in sytnpathy wilh its and all &Jvte5 and partsws within the Or8aDisation. MACE AND PAR TIVERS
PAGE I Review of Progress and Achievements l am pleased to share a review of wther year during which Person to Person CitiwA Advocacy bas continued lo play an integraI iole In thc lives oCm2rny people with learning disabilities living in the County Borough of Caetphilly. The succss of Pet50n to reljes on inth"VidIS within the community illg prewvj to give theirtime fredy to stand al(M8de a person with a learnin8 thsability. It is at this momtht that atiztn advw perknuships are formed. Over the years there have been d81 in central and local government th8nges in personnel in the provision of services provided ty statutory bodie4 voltary sedor orgamsalions and privak bll0 The impxt of all these than8es IS probably had an impact on most peopl4 for better or worse. The way people ccffis help and Supp) with le&8 emtkn on f¥£e.tO&face tnlings in favow of digitsl commbmi(ioo has been reYoJulion2ry in the way live our lives. However, vAt has ranained co$t are day to day by many pwple with learning th'sabilities. These may incjude ]ng isolated within one's own community, having appropriate accotllttKthm. fmancial inswity, feeling safe from exploita11. m¢xlical con(XTn4 to Dall but a lew. It is not P0bIe to provide services that addTess tbese issues for ajl people with learning disabilities. By ideniifying ind1vithS vtho are at risk of one other of the aboVe-menti(eA issues. it mitht be possible to recruit a member of the c4xnmmity to stand alongside that individual to offer the help and support needd 5fi]lY for pS0 to negotiale Son of the obstacles in their lrfe. The Str of a citi1 advocacy partrlership 15 that the rSt leall¢¢ of the (ittzen adY(Kate is to their patlTher, the person with a IlIng th"sability. At th¢ end of the finaocial year Pttson to Pernm was SUPPOTting 27 p211ntr5hip5. The Managant Committee is gratefid to Cwlully County Borough Council for fundll)8 piovided to continue the development of cilizen advo¢aLy in the are& PeTson tr) Pttson carries out an fflgoing searth for individuals with learning disabilits'es are i501ated. ether socially or geographically. or find theelveS in situations that eatEy Increa their vulnerability. When an individual is identified and indicts lo the Advo¢acy Co-ordinator that they would like to have a citizffj advocate the procus of recruiting 8Dd matthing a suithble alvoc*e t¢gs. Smce an advocxy p8thtsslll'P is pected to be s)n a long temi basis. it is important that the recruitin8 and matthing proc£ss is carried out with the utros1 ¢cSiderati¢m in order for it to be successfill. Person to Puson ha5 Supp)rtl pllp5 that b&ve survived for years and where advocate and parth have brfome close frId$. Funding received from CCBC has enabled Pcrson to Person Proiide some stability for individuals with learning dabilItieS w a time of continuoj un4xtiinty. Through our citiz Advocacy Co-ordinator and Citi7£n Advocts, P¢¥son to Person will continue to champion the wishes of people with leaming disabilities in partnership with org8tllsations with similar goals. MACE AND PARfivERS
PAGE 2 Reserves Poliry It is the poh'Gy ofthe Clwity to maintsin estricted fd8. thich are the free reserves of the Charity. at a level vA]ich able the Ch8Tity to )ntInUe with its unr&%tricted work for the next two to three monl1ts. The unrestricted funds rtserve at the end of the stood al £16640 with £13401 rtserves ID the restricted fimds. The ¢hatity is hJnd8I by grgnts whid) a slx)wn at note 2 to the Unts. Risk Man8gennt The trustees hav¢ axaminedtbe m4brsTrateg'ic1Ith'&8s' and operwiontrnsKS the Charity facts and confwm that systems have been tstablished to thable regular reports to be ptoduL%d so that the necessary 51eps can be lakn to lessen those risks. Declaration I declare. in ry Caplty of clwity trustee. that. The trustees have opproved the report abov4 and Have authorised rne to sign it on their behalf. Alun Thom¥ (Chair) Dated . 2510912024 MACE AND PAR TNERS
PA tNDF.PENDEKf EXAMtNERS REPORT TO TIIE USTEES ERSON EN VOCA I report on the xcounts of the Tntst fix the year oyjed 31st March 2024. thich are Set out Pa8 4 to 9. This report is made solety to the clwity's truste4 &$ a I. in accordance with your instructions Our work h&s be undertaken so that we might report to you those matter5 you have required us to state in our report and for oo other purwse. To the fullest extent pernlltted by law. we do noi wt or 8ssume responsibility to 8nycoe other than the charity and its trustees a bcdy for thi's repoTL or for the opinions we have forrd. PE RESPOIN IBILITIFS F TRUSTE The Charity's Tntstee5 are rogpcnsible for the epaL0 of the accounts. The charity's trte¢S consider that an audit is not required foi this year (under section 144 (2) of the Chatiti&s A¢t 2011 (the 2011 Act) and that an independent is neIed. It is my responsibility to:_ 2min¢ the ¥¢ounts (under section 145 of the 2011 Act): to follow the proceAures laid down in the Geral DIrtiOnS given by the Charity Commissioners (der set11 145(5Xb) of the 2011 Act). BASIS OF INDE MlhTR'S REP My examinatiixj was ¢attied out in &corthce wryth the General Directions giv by the Ctharity Con]missioTh An examinknon indudes a review of the accounting record% kept Ery the charity and a comparison of the accounts pented with those rec£brds. It 9150 includes consideration of any unusual ite or disclosures in the ac¢ounL and seeking explanati(ffls from you as trle¢S concernll such Mle[s. The procalures undertaken do not provide all the evIdCe that would be r41u1 in an audiL consequently no opinion is giv as to neth Ibe accounts pr&st &'true and fair view, and the report is limited to th¢x¢ mattcrs set out in the statement below. AND PAR TNERS
LNDEPENDENT EXLMtNE ' In connection with my &xamin&iLML no matter has rre to my afttiO l. 8ive5 me re&gonable cause to ixlieve that in any matuiaI res the uiremfflts: a) to kw accounkng rfMrds in XCA)rd•ce with secti( 130. of the 2011 Act. and b) To prepare accowrts l¢b accord with the accounting records comply with the xLx)unting Iquirements of the 2011 Act or 2. to whi¢ty in my opinicffL attention should be drawn in ordet tr) uble a pro understanding of the accounts io be rexhe(L HUCKRtDGE Chartered Accountmt Matt and Partners 52 Talbot CFreen Pontyclun Rhondda Cynon Taff CF72 8AF Date: 25th Sq>tanber 2024 MACE AIVD PAR TJVERS
PAGE 4 ERSON TO PE ENAD ATEM vrriES FOR YEAR ENDED 31ST MARCH 2024 2024 2023 tncted Total Total Note5 Unrtttrirttd YCOME 40500 40500 40500 EXPENDI W88e4 Employers NIC and P51( Contribulio 1245 29882 31 280 31127 30903 3160 2625 280 203 191 2135 1638 1120 732 732 798 Travelling Exp TraininE Exrthses Premises Expenses Office Expenses tndependent Examiners Fe knets Writtth Off 191 1180 732 458 212 TOTAL EXPENDrtURE 3934 33992 37926 37829 NET INCOKFJ EXPENDITURE FOR THE YEAR Fd balance b[ts foTwanl (3934) 20574 6508 2574 2671 6893 27467 24796 FUND BALANCF. CARRIED FORWARD 16640 13401 3(x)41 27467 tmMACE AND PA R TJVERS
PAGE S PE ONT PE ON CITIZEN ADVOCACY BALANCE SHEET AT 31ST MARCH 2024 Note L'nrestiicted Restrict FIXED ASSE Office Eqwpmtht 798 NT Debtors Clsh at Bank Cth in Hand 151 31218 27595 95 17437 95 13781 17532 13781 31313 27842 CURRE[ LIABILITIES CredAtors 8Y2 272 1173 16640 13401 301MI 27467 Accumulated Fund Account 16640 13401 30C41 27467 Trnstee.... For Ind on behalf of the Manzing Committee Dated 2 September 2024 MACE AND PAR TNERS
PAGE 6 PERSON TO PERSON CITLZEN ADVOCACY NOTLS TO THE ACC IITS FOR THE YkAR ENDED 31ST MARCII 2024 PRJNCIPAL ACCOLwrtNG POLIC a) Accountin Convention Thc fuwicial statements are prepared under the bistorical cost convention and in aCCordce with applicable a(xx)unling sLqndard4 the ChaTitses SORP2015 (A(tounling and ReFrf)rtmg by Chlties). •nd compfy with the Clwits'£s Act 2011. resou Income is recognised in the pm(Kl Èn 7Athith the thatity is entitl to receipt and the amount be measuTal with renable certainty. esources ded and f IlotAtion Expenditure is included on an ac(xuais basis. Expendibjre lx) OP¢Tational progr8mmes is recognised in the period in whith il is inaured. A deSied fijnd is &Etablished for eX)tUre which been committ&l to proixty bth remai Ullspt at the year The majority of costs ue diredly attTibutable lo $fiC xtivitse Certain shared ¢ts are apportioned to ¥tivitie5 in fillth¢ranLX of the obJ"e¢ts of the charity. italisation and de rttiation All assets are ¢apitslised. The cost of the tangible fixed assds is Writt off at 10% w wium on a reducing balance b&8is. e) Funds accountin Funds held by the clwity tricted erat funds are funds which ¢an be us&J in a¢Lrdance with the dwilabl¢ objects at the discretion of the trustees. Restricted fuods These are funds that w only be for particular restTi(*eA purposes within the objects of the chatity R£5Etirtions arise vknen specified by the donor OT pknen fwmls are raised for particthar re5tticted putposes. Rentals applicable to owatiDg leases wthere substants'aily all the benefits and risLs of ownttship reMn with the le5su are charged to the Staternt of financial aaivities. MACE AND PAR TNERS
PAGE 7 PERSON TO PERSON crrIzEN ADVOCACY liOTES TO THE ACCOUNIS FOR THE YEAR ENDED 31ST MARCII 2024 RECEIVED CaellY C.B.C. 2024 40500 2023 405(KI STAFF C(ISIS 171USTEES REMUliERATIONI Salaries & Employers NSC 31127 309)3 The avrye weekly number of employees during the year Calculat a full time equivalent bS was.'- l (l in 2023) No employees receiv remuneration amounting ty nxire £50.IYXI in either year. TRAINING EXPENSLS Refre5hrrthts 280 203 MACE AND PAR TNERS
PAGE 8 PE ON PE ON crr17.EN ADVOCACY TO THE ACCOUN]5 FOR THE YEAR ENDED 31ST MARCH 2024 CONI TThUED PREM 2024 120 2023 1290 191 2135 OFFICE EXPENSES Printin& Posts8< Stationery & Adverts Telephone Sundry ExpaJsLq Computer Exp&L8es 578 423 117 131 458 1638 1120 TANGIBLE FIXED ASSETS Cogt At I" April 2023 At 31" March 2024 21YA9 reciation At I" April 2023 Charge for the Year At 31" March 2024 19851 798 20649 At 31" March 2024 At 31" Marth 2023 798 CREDITORS Travelling Independfflt Examintxs Fee Premises Expenses Offi¢e ExpetL8es 2024 380 732 120 2023 311 732 120 io MACE AJVD PAR TNERS
PA PERSON TO PE ON CtT17.F.N ADVOCACY TES TO THE ACC FOR THE YEAR EI¥DED 31ST MARCH 2024 EB Prepayments 20 2023 io. Unrostsicted funds comprise those vknich the are free to use ID 8C¢OTdance with the rjwitable objts. Rest[led fimds are fun& have giveA) for partIaaT purpos d projec SACTI TH REtATED RTIE Mr Aiun Thom&s (Chair) re1v NIL in travelling oxpa)ses for theyear (2023 ML) MACE AhlD PAR TNERS
MACE AND PARTNERS CHARTERED ACCOUNTANTS ' tered Chari Iyumber 1185625 PERSON TO PE oli TIZEN ADV ACY Ststen of A¢¢outit For the Year Ended 31- MAR H 2024
PERS N TO PERSON crrizEN ADVOCACY TR A Thom&s (ChairpeTson) L Gomiki (Secrelary) Will Thom&s ffreasurer) linda Davies YMCA Aaron Plac4 GiIfX B8( Clly, CF818JA REGISTERED CHARITY NUMBER 1185625 AccouKfANIS 52 T8lt()t RoL Taibot Gree¥L Pontyclu Rhondda cyn( Taff. CF72 8AF. BANKERS The Cfroperative Bank Pl P O Box 250, Skelmasdal4 WN8 6wr ACCOUNTS- 31 MARCH 2024 PAG 1- 2 Tntstees Report Indepdent Examintrs ReP[t SLq1emt of Financial Activitie5 Balan Sbeet 6- 9 Notes to the Awjunts MACE AJVD PARTNERS
PERS N TO PERSON CITIZEN ADVOCACY TRUSTE REP RTF R TIIE YEAR ENDED 31- MAR H 2024 The Managing Committee present thar report for the year endeAI 31° March 2024. The membe[5 of the Matia8 Committee dry the year are as follows:_ Alun Thom&8 Thom&8 Lynne Gorniki Linda Davies ((JJairpetson) (rre&surer) (Secretsry) TRU The Charity v4a5 established by Trust Deed dafrd Q May 1995 and is reStered with the Charity Commission number 1185625. The Charity's address is YMCA Aaron Place, Gilfac4 Batgoe4 CF818J Objetts, OryaDisation mI Activiliel The Charity is estabiisbol to pronx)t¢ the rth'ef of people with a learning disability within the boundaries of the forn "d GIamc(g8n and to assist those r*ople to realise their full pokntial to lead fulfill8 lives by the provisiffl of a service calculated to:. assist persons &% defin above to oltn thar fidi rights and privileg &% a cl(17.. provide I8 tm frieLdslllp and support provide infornwion to Fyle with a leaming disability Membership of the Organisalion shall be Op to all individuals or organIsl0nS in sytnpathy wilh its and all &Jvte5 and partsws within the Or8aDisation. MACE AND PAR TIVERS
PAGE I Review of Progress and Achievements l am pleased to share a review of wther year during which Person to Person CitiwA Advocacy bas continued lo play an integraI iole In thc lives oCm2rny people with learning disabilities living in the County Borough of Caetphilly. The succss of Pet50n to reljes on inth"VidIS within the community illg prewvj to give theirtime fredy to stand al(M8de a person with a learnin8 thsability. It is at this momtht that atiztn advw perknuships are formed. Over the years there have been d81 in central and local government th8nges in personnel in the provision of services provided ty statutory bodie4 voltary sedor orgamsalions and privak bll0 The impxt of all these than8es IS probably had an impact on most peopl4 for better or worse. The way people ccffis help and Supp) with le&8 emtkn on f¥£e.tO&face tnlings in favow of digitsl commbmi(ioo has been reYoJulion2ry in the way live our lives. However, vAt has ranained co$t are day to day by many pwple with learning th'sabilities. These may incjude ]ng isolated within one's own community, having appropriate accotllttKthm. fmancial inswity, feeling safe from exploita11. m¢xlical con(XTn4 to Dall but a lew. It is not P0bIe to provide services that addTess tbese issues for ajl people with learning disabilities. By ideniifying ind1vithS vtho are at risk of one other of the aboVe-menti(eA issues. it mitht be possible to recruit a member of the c4xnmmity to stand alongside that individual to offer the help and support needd 5fi]lY for pS0 to negotiale Son of the obstacles in their lrfe. The Str of a citi1 advocacy partrlership 15 that the rSt leall¢¢ of the (ittzen adY(Kate is to their patlTher, the person with a IlIng th"sability. At th¢ end of the finaocial year Pttson to Pernm was SUPPOTting 27 p211ntr5hip5. The Managant Committee is gratefid to Cwlully County Borough Council for fundll)8 piovided to continue the development of cilizen advo¢aLy in the are& PeTson tr) Pttson carries out an fflgoing searth for individuals with learning disabilits'es are i501ated. ether socially or geographically. or find theelveS in situations that eatEy Increa their vulnerability. When an individual is identified and indicts lo the Advo¢acy Co-ordinator that they would like to have a citizffj advocate the procus of recruiting 8Dd matthing a suithble alvoc*e t¢gs. Smce an advocxy p8thtsslll'P is pected to be s)n a long temi basis. it is important that the recruitin8 and matthing proc£ss is carried out with the utros1 ¢cSiderati¢m in order for it to be successfill. Person to Puson ha5 Supp)rtl pllp5 that b&ve survived for years and where advocate and parth have brfome close frId$. Funding received from CCBC has enabled Pcrson to Person Proiide some stability for individuals with learning dabilItieS w a time of continuoj un4xtiinty. Through our citiz Advocacy Co-ordinator and Citi7£n Advocts, P¢¥son to Person will continue to champion the wishes of people with leaming disabilities in partnership with org8tllsations with similar goals. MACE AND PARfivERS
PAGE 2 Reserves Poliry It is the poh'Gy ofthe Clwity to maintsin estricted fd8. thich are the free reserves of the Charity. at a level vA]ich able the Ch8Tity to )ntInUe with its unr&%tricted work for the next two to three monl1ts. The unrestricted funds rtserve at the end of the stood al £16640 with £13401 rtserves ID the restricted fimds. The ¢hatity is hJnd8I by grgnts whid) a slx)wn at note 2 to the Unts. Risk Man8gennt The trustees hav¢ axaminedtbe m4brsTrateg'ic1Ith'&8s' and operwiontrnsKS the Charity facts and confwm that systems have been tstablished to thable regular reports to be ptoduL%d so that the necessary 51eps can be lakn to lessen those risks. Declaration I declare. in ry Caplty of clwity trustee. that. The trustees have opproved the report abov4 and Have authorised rne to sign it on their behalf. Alun Thom¥ (Chair) Dated . 2510912024 MACE AND PAR TNERS
PA tNDF.PENDEKf EXAMtNERS REPORT TO TIIE USTEES ERSON EN VOCA I report on the xcounts of the Tntst fix the year oyjed 31st March 2024. thich are Set out Pa8 4 to 9. This report is made solety to the clwity's truste4 &$ a I. in accordance with your instructions Our work h&s be undertaken so that we might report to you those matter5 you have required us to state in our report and for oo other purwse. To the fullest extent pernlltted by law. we do noi wt or 8ssume responsibility to 8nycoe other than the charity and its trustees a bcdy for thi's repoTL or for the opinions we have forrd. PE RESPOIN IBILITIFS F TRUSTE The Charity's Tntstee5 are rogpcnsible for the epaL0 of the accounts. The charity's trte¢S consider that an audit is not required foi this year (under section 144 (2) of the Chatiti&s A¢t 2011 (the 2011 Act) and that an independent is neIed. It is my responsibility to:_ 2min¢ the ¥¢ounts (under section 145 of the 2011 Act): to follow the proceAures laid down in the Geral DIrtiOnS given by the Charity Commissioners (der set11 145(5Xb) of the 2011 Act). BASIS OF INDE MlhTR'S REP My examinatiixj was ¢attied out in &corthce wryth the General Directions giv by the Ctharity Con]missioTh An examinknon indudes a review of the accounting record% kept Ery the charity and a comparison of the accounts pented with those rec£brds. It 9150 includes consideration of any unusual ite or disclosures in the ac¢ounL and seeking explanati(ffls from you as trle¢S concernll such Mle[s. The procalures undertaken do not provide all the evIdCe that would be r41u1 in an audiL consequently no opinion is giv as to neth Ibe accounts pr&st &'true and fair view, and the report is limited to th¢x¢ mattcrs set out in the statement below. AND PAR TNERS
LNDEPENDENT EXLMtNE ' In connection with my &xamin&iLML no matter has rre to my afttiO l. 8ive5 me re&gonable cause to ixlieve that in any matuiaI res the uiremfflts: a) to kw accounkng rfMrds in XCA)rd•ce with secti( 130. of the 2011 Act. and b) To prepare accowrts l¢b accord with the accounting records comply with the xLx)unting Iquirements of the 2011 Act or 2. to whi¢ty in my opinicffL attention should be drawn in ordet tr) uble a pro understanding of the accounts io be rexhe(L HUCKRtDGE Chartered Accountmt Matt and Partners 52 Talbot CFreen Pontyclun Rhondda Cynon Taff CF72 8AF Date: 25th Sq>tanber 2024 MACE AIVD PAR TJVERS
PAGE 4 ERSON TO PE ENAD ATEM vrriES FOR YEAR ENDED 31ST MARCH 2024 2024 2023 tncted Total Total Note5 Unrtttrirttd YCOME 40500 40500 40500 EXPENDI W88e4 Employers NIC and P51( Contribulio 1245 29882 31 280 31127 30903 3160 2625 280 203 191 2135 1638 1120 732 732 798 Travelling Exp TraininE Exrthses Premises Expenses Office Expenses tndependent Examiners Fe knets Writtth Off 191 1180 732 458 212 TOTAL EXPENDrtURE 3934 33992 37926 37829 NET INCOKFJ EXPENDITURE FOR THE YEAR Fd balance b[ts foTwanl (3934) 20574 6508 2574 2671 6893 27467 24796 FUND BALANCF. CARRIED FORWARD 16640 13401 3(x)41 27467 tmMACE AND PA R TJVERS
PAGE S PE ONT PE ON CITIZEN ADVOCACY BALANCE SHEET AT 31ST MARCH 2024 Note L'nrestiicted Restrict FIXED ASSE Office Eqwpmtht 798 NT Debtors Clsh at Bank Cth in Hand 151 31218 27595 95 17437 95 13781 17532 13781 31313 27842 CURRE[ LIABILITIES CredAtors 8Y2 272 1173 16640 13401 301MI 27467 Accumulated Fund Account 16640 13401 30C41 27467 Trnstee.... For Ind on behalf of the Manzing Committee Dated 2 September 2024 MACE AND PAR TNERS
PAGE 6 PERSON TO PERSON CITLZEN ADVOCACY NOTLS TO THE ACC IITS FOR THE YkAR ENDED 31ST MARCII 2024 PRJNCIPAL ACCOLwrtNG POLIC a) Accountin Convention Thc fuwicial statements are prepared under the bistorical cost convention and in aCCordce with applicable a(xx)unling sLqndard4 the ChaTitses SORP2015 (A(tounling and ReFrf)rtmg by Chlties). •nd compfy with the Clwits'£s Act 2011. resou Income is recognised in the pm(Kl Èn 7Athith the thatity is entitl to receipt and the amount be measuTal with renable certainty. esources ded and f IlotAtion Expenditure is included on an ac(xuais basis. Expendibjre lx) OP¢Tational progr8mmes is recognised in the period in whith il is inaured. A deSied fijnd is &Etablished for eX)tUre which been committ&l to proixty bth remai Ullspt at the year The majority of costs ue diredly attTibutable lo $fiC xtivitse Certain shared ¢ts are apportioned to ¥tivitie5 in fillth¢ranLX of the obJ"e¢ts of the charity. italisation and de rttiation All assets are ¢apitslised. The cost of the tangible fixed assds is Writt off at 10% w wium on a reducing balance b&8is. e) Funds accountin Funds held by the clwity tricted erat funds are funds which ¢an be us&J in a¢Lrdance with the dwilabl¢ objects at the discretion of the trustees. Restricted fuods These are funds that w only be for particular restTi(*eA purposes within the objects of the chatity R£5Etirtions arise vknen specified by the donor OT pknen fwmls are raised for particthar re5tticted putposes. Rentals applicable to owatiDg leases wthere substants'aily all the benefits and risLs of ownttship reMn with the le5su are charged to the Staternt of financial aaivities. MACE AND PAR TNERS
PAGE 7 PERSON TO PERSON crrIzEN ADVOCACY liOTES TO THE ACCOUNIS FOR THE YEAR ENDED 31ST MARCII 2024 RECEIVED CaellY C.B.C. 2024 40500 2023 405(KI STAFF C(ISIS 171USTEES REMUliERATIONI Salaries & Employers NSC 31127 309)3 The avrye weekly number of employees during the year Calculat a full time equivalent bS was.'- l (l in 2023) No employees receiv remuneration amounting ty nxire £50.IYXI in either year. TRAINING EXPENSLS Refre5hrrthts 280 203 MACE AND PAR TNERS
PAGE 8 PE ON PE ON crr17.EN ADVOCACY TO THE ACCOUN]5 FOR THE YEAR ENDED 31ST MARCH 2024 CONI TThUED PREM 2024 120 2023 1290 191 2135 OFFICE EXPENSES Printin& Posts8< Stationery & Adverts Telephone Sundry ExpaJsLq Computer Exp&L8es 578 423 117 131 458 1638 1120 TANGIBLE FIXED ASSETS Cogt At I" April 2023 At 31" March 2024 21YA9 reciation At I" April 2023 Charge for the Year At 31" March 2024 19851 798 20649 At 31" March 2024 At 31" Marth 2023 798 CREDITORS Travelling Independfflt Examintxs Fee Premises Expenses Offi¢e ExpetL8es 2024 380 732 120 2023 311 732 120 io MACE AJVD PAR TNERS
PA PERSON TO PE ON CtT17.F.N ADVOCACY TES TO THE ACC FOR THE YEAR EI¥DED 31ST MARCH 2024 EB Prepayments 20 2023 io. Unrostsicted funds comprise those vknich the are free to use ID 8C¢OTdance with the rjwitable objts. Rest[led fimds are fun& have giveA) for partIaaT purpos d projec SACTI TH REtATED RTIE Mr Aiun Thom&s (Chair) re1v NIL in travelling oxpa)ses for theyear (2023 ML) MACE AhlD PAR TNERS