ANNUAL REPORT ?035 Person to Person Citizen Advocacy Registered Charity Number: 1185625
Contents
1. Chairpersons Report 2. Citizen Advocacy Project Report 3. Partnership Stories
4. Financial Report 5. Contact Us
Chairpersons Report
----- Start of picture text -----
Alun Thomas
----- End of picture text -----
Person to Person was established in1995 so that in May 2025, there will have been a citizen advocacy presence in Caerphilly County Borough for 30 years. Initially known as the Mid Glamorgan Citizen Advocacy Project, it was renamed Person to Person following the introduction of the Unitary Authorities in Wales. The continued success of Person to Person is due to the work done by the many citizen advocates alongside their partners, a person with a learning disability. These partnerships have been expertly supported by our Citizen Advocacy Coordinators over the years and this continues to the present day with Jackie Hughes as the Co-ordinator.
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.
Throughout the year the Citizen Advocacy Co-ordinator has been supporting, on average, 27 partnerships. The majority of these are long-term partnerships which is the essence of successful citizen advocacy. Partnerships do, on occasion, come to an end. This may be, for example, as a result of individuals moving out of the area or the sad death of a partner. The Co-ordinator is aware of other people who would benefit from having a citizen advocate and the recruitment and matching of potential citizen advocates is an on-going aspect of the work.
Chairpersons Report
A key part of the Co-ordinator’s role is to offer support and advice to the citizen advocates as they address the issues that are pertinent to their partnerships. Following the recruitment and matching process carried out by the Co-ordinator, another 27 people are in a position to provide friendship and practical help on a one-to-one basis to an individual with a learning disability.
The day-to-day aspirations of people with learning disabilities mirror those of many of us in society. The barriers to achieving what are often simple goals are, however, much greater than the norm for individuals with a learning disability. Working alongside their partners, citizen advocates have been involved in enabling individuals to tackle the following: HMRC tax issues, divorce, quotes for repairs, attending gardening and cooking projects, medical appointments, drug and alcohol support, end of life wishes, dealing with grief, to name but a few.
The issues faced by people with learning disabilities on a daily basis remain constant no matter how society changes around them. These include being isolated within one’s own community, having appropriate accommodation, financial insecurity, feeling safe from exploitation, medical concerns, family upheaval and the breakdown of relationships.
It is not possible to provide services that will address these concerns for all people with learning disabilities. By identifying individuals who are at risk of one or other of the above-mentioned issues, it might be possible to recruit a member of the community to stand alongside that individual to offer the help and support needed specifically for that person 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.
Chairpersons Report
It 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.
The Management Committee is grateful to Caerphilly County Borough Council for 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 Co-ordinator 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 supported partnerships that have survived for many years and where advocate and partner have become close friends.
Funding received from CCBC has enabled Person to Person provide some stability for individuals with learning disabilities at a time of continued uncertainty.
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.
I would like to express my thanks to the members of the Management Committee for their commitment over the year, our Office Manager, Kate Fussell and to Jackie Hughes, Citizen Advocacy Co-ordinator.
Through our Citizen Advocacy Co-ordinator 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 Report
----- Start of picture text -----
Jackie Hughes
----- End of picture text -----
As we look back on the past year, I want to extend my sincere thanks to everyone who has supported Person to Person. In particular, our heartfelt appreciation goes to our dedicated volunteers. Their time, care, and commitment continue to enrich the lives of adults with learning disabilities across the Caerphilly Borough.
Our Citizen Advocacy project remains central to our mission. Built on one-to-one partnerships between volunteer advocates and adults with learning disabilities, these relationships—grounded in trust, respect, and equality—offer vital support and empowerment to individuals who may otherwise struggle to have their voices heard.
Citizen Advocates help their partners express their views, make informed decisions, and take greater control of their lives. Through active listening, encouragement, and standing alongside their partners, they foster confidence and self-determination. Advocates also assist with accessing essential services, from health and wellbeing to housing and social care, enabling fuller participation in community life and promoting independence and inclusion.
Citizen Advocacy Report
We are proud to have 28 active Citizen Advocacy partnerships, each unique but united by a shared commitment to fairness, inclusion, and friendship. Our volunteers are the backbone of this work, and we are deeply grateful for their contributions.
This year, it has been wonderful to see so many partnerships engaging in our social events, strengthening community bonds and celebrating the value of connection.
Yet, there is still more to do. Seventeen individuals are currently waiting to be matched with a Citizen Advocate. We are actively seeking new volunteers—if you or someone you know is interested in making a meaningful difference, please get in touch.
Special thanks to our office manager, Kate, for keeping everything running smoothly, and to our Management Committee for their ongoing support. We are also grateful to Caerphilly County Borough Council for their continued funding.
To our volunteers, partners, supporters, and friends—thank you. Your generosity and commitment make a lasting impact every day. Here’s to another year of advocacy, inclusion, and positive change.
Through our Citizen Advocacy Co-ordinator and Citizen Advocates, Person to Person will continue to champion the wishes of people with learning disabilities in partnership with organisations with similar goals.
Partnership Stories
Shirley, a woman in her 80s, who is reliant on her wheelchair, lives in a large care home in the borough, where she has lived for many years. On a recent visit from her advocate Jill, they were discussing the summer and all that it brings, Jill asked Shirely about past holiday she had been on. Shirley said she couldn’t remember but would like to go on one.
Jill spoke to the care team about the possibility of Shirley going on a holiday. Shirley would need 2 members of staff to support her. Accommodation and transport would need to be suitable to meet Shirleys needs.
Enquiries were made with the Finance team at Caerphilly to check that Shirley had enough money to go on holiday. The advocate spoke to Shirley’s social worker who thought it was a good idea for her to take a holiday if that was what she wanted and if she had sufficient funds.
Shirely said she would like to go to the seaside and that she wanted to go somewhere that had lots of shops to visit. Somewhere with entertainment as she loved to listen to live music.
Shirley chose a holiday in Tenby. There was a bungalow on the beach and a clubhouse nearby providing live music every evening. Two staff were to support Shirley on her trip.
The holiday was a huge success with Shirley telling her advocate all about it. Tenby was fabulous, the weather was good. The shops were great with Shirely enjoying the shopping. She enjoyed looking out at the sea and sang along at the clubhouse where people made a huge fuss of her.
The holiday was a huge success, creating fantastic memories for Shirley.
Partnership Stories
Partnership Stories
Pat was living in her own flat in the Caerphilly Borough and had become very isolated. She used to be able to catch her local bus and go and meet with friends. However, Pat had lost her confidence and was no longer able access her community. She used to attend a day centre, but the centre had closed during Covid and there were no plans for it to re-open. Pat had also moved home as the flat she lived in was part of a complex that had been condemned and was due to be pulled down.
Pat only ever left her home when her father collected her to visit her Mum who was very poorly and living in a local nursing home.
Pat had been receiving a few hours support per week, helping her to live independently, but this was being withdrawn as it was only ever a temporary service. On top of this Pat ‘s mums health was deteriorating.
Following a visit from the coordinator, Pat said she would like to have a citizen advocate. The coordinator began canvassing Pats local area, displaying leaflets in cafes, shops etc., basically anywhere where possible volunteers could be reached. The postmistress in the cafe/post office said that she would give leaflets to people she thought may be interested in volunteering. From this networking Susan came forward as a volunteer. Following her induction, she was introduced to Pat. Initially they would go to the local cafe, this was getting Pat back out into her community. But then the cafe closed. Soon after Pat’s mum passed away, all in a short period of time. Pat was devastated and over the next 6 months became very depressed. Susan became very concerned, visiting Pat as often as she could. Dad had also stopped visiting Pat now as he wasn’t well and was having problems with his own mobility.
Partnership Stories
Six months on and Pat was very lonely, saying how boring life was, “every day is the same”, and how much she missed Mum. Susan worked closely with Pat identifying various activities in the community for Pat to attend, but Pat didn't want to go on her own. Susan spoke to the co-ordinator who told her of 2 activities she thought may be suitable for Pat, cookery and music, run by the local People 1st group. Susan suggested to Pat she should give it a go. Pat was very reluctant and kept making excuses to not go.
However, Pat did agree to attend a Person to Person coffee morning with her advocate and said she would think about the other social activities. At the coffee morning she was introduced to Julie and they got on really well. Julie told Pat that she attended the cookery and music classes and offered to sit with Pat if she wanted to attend. After some persuasion Pat agreed to give it a go.
The advocate spoke to the Coordinator at People First explaining Pat’s anxieties. A taxi was booked and the first visit to cookery took place. It was a success! Pat attended, there were tears and mixed emotions, but she did enjoy herself and said she would like to go again. Arrangements were made the following week, for her to attend the music session. This was also a success and went well.
Three months on Pat is still attending both activities. Sometimes she is tearful but not as much as she was, she sits with Julie and other people, slowly making friends. She continues to travel using the local taxi firm but has indicated that maybe next summer she would have a go at catching the local bus again.
Susan said Pat and Julie are arranging to meet up to go for a coffee in Blackwood. Pat has also asked when the next social event with Person to Person will be held as she would like to attend!!
Partnership Stories
Robert a long-term volunteer with Person to Person Citizen Advocacy recently took his partner John, who loves old time music, on a trip out into the community. The partnership attended the Golden oldies singalong session at Ystrad Mynach library, where they sang along with other members of the community to tunes from years gone by.
Following the music session, they headed off to Islwyn park Coffee Shop where John had once attended a day center that had previously been of the site. John had a wonderful time talking to other people in the cafe that he remembered from the centre. Reminiscing about the past, seeing many faces he hadn’t seen in years.
Robert asked John if he had ever watched the movie “Titanic”? John had and said it was one of his favourite films. Robert explained that there is a plaque on Gelligroes Mill about a man named Artie Moore who had received the distress radio message from the sinking ship Titanic in April 1912. Robert explained to John that it was a mile down the road and asked if he would like to go and see it. John was very keen to do so and off they went.
After a very full afternoon they returned to John’s home, where they enjoyed a cup of coffee with John telling his staff all about his day.
Financial Report
----- Start of picture text -----
Will Thomas
----- End of picture text -----
----- Start of picture text -----
Management
Office 2%
5%
Travel
11%
Salary
79%
----- End of picture text -----
Our Committee
Alun Thomas Chairperson
Will Thomas Treasurer
Lynne Gornicki Secretary
Linda Davies Trustee
Marc Evans Trustee
Contact Us
07436 102162 www.persontoperson.org.uk advocacy@persontoperson.org.uk
MACE AND PAR TNERS CHARTEAED Ac¢ouKfAKrs ' tsred Chari Nnrnber 1185625 PF.RSOY TO PEILSON crrizEN ADVOCACY Statement of Arxx)utrt For the Year Fded 31sf MARCH 2 25
PERSON TO PERSON crrizEN ADVOCACY TRUSTEES A Thomas (Chwrn) L Gorniki (S•) Will Thomas (Trur¢I) Linda Davies Mark Evans AJ)DRES YMCA Aaron PlaLS Gilfacty Bargwl Caaphilly, CF8I 8JA TERED CHARfTY NUMBER 1185625 AcCoUrATs and Partner& Chartered Accountants 52 TalLt Road. Talbot GTew Pontyclu Rthondda Cynon Taff. CFll 8AF. The Cwive Bank PIC P O Box 250, Skelmersdale. WN8 6wr ACCOUNfs- 31sf MARCH 2025 PAGES 1- 2 T Rew)rt Indeyendent Examiners Report ststement of Fxnancial Acliviti¢s Balantt Sheet 6- 9 Not¢5 to thc Arxounts MACE AND PAR TNERS
PAGE I PF.RSON TO PERSON crrizEN ADVOCACY TRUSTEFS REPORT FOR THE YEAR ENDFD 31sf MARCH 2025 The Managing Committee present their rert for the year ended 31° March 2025. The members of the Managing Committee during the year are as follows:. Alun Thomas Will Thomas Lynne Gorniki Linda Davies Mark Evans (Chairperson) (Ttcasurer) (s•) STRUCTURE GOVERNANCE AND MANAGEM Managiti8 Committe¢ members are ele¢ta4 or appointed on an arfftual basis. The Charity was &stablished by Tnjst De£d dated 9 May 1995 and is registered with the Charity Commission number 1185625. Th¢ Cl4rity'5 address is YMCA Aaron Place, Gilfath Bargoed. CF818J Obje¢ts, Org&nisxtiOD and Activiti The Charity is established io promote the r¢lief of people with a learning disability within the boundarics of thc fonncr MRd Glamorgan and to assist those people to realise their fijll tential to lead fijlfilling lives by the provision of a service sist persons as defjned above to obtsin their rights aod PTivilegcs &$ a citizen: provide long terni friendship and supp)rt: provide inforniation to people with a leaTning disability. Membership of the organilon shall be open to all individuals or organisations in sympathy with its aims and ail 8dvoc4tes and partners within the Chgani5ation. MACE AIVD PAR TNERS
PAGE l ¢onL Review of Progress and Aehievements 1am pleased to share a review ofyet Bnother year during which Person to Person Citizen Advow has continued to play an integral role in the lives of rnally people with learning disabilitie5 living in the County Borough of CaeTphilly. Person to Person w&s estsblishcd in1995 $0 that in M3y 2025, there will have been a citizen advctacy presence in Cath111Y County Borough for 30 years. The succe&s of Person to Person relies on individuals within the cotTunuDity being prepared to give their time frttly to stand alongside a person with a leaming disability. It is at this moment that citizen adV0y partnerships are fr>med. Throuthout the year the Citizen Advocacy C04)rdinator has be£n supportin& on aver8ge. 27 partnerships. The rnajority of these are long4enD puttierships whith is the e&nCe of sUCcSful citizen v(w. Partherships do, on crcasion, me lo an end. This may be, for e1mplA as a resuft of individuals moving clrt of th¢ area or the Sad death of a parther. The C¢>ordinator is aware of other pcoplc who would i*nefit from having a citizen advocate and the recnsitrnent and matching of p)tential ¢itizell 1V(ateS is an on- going aspect of the worL A key &spect ofthc Co-ordtnalor's role is offer stspF and advice to the citiz¢n advocatcs as they address thc issues that arc pertinent to their partnerships. 'Through the recruitment and matching pr(Kess carried out by the CO[dInat0r, anothex 27 people are in a pjsition to provide frien(tship and praclicai help on a one-t[One basis to an individual with a leaming disability. The day-tfrday aspirations of wple with le4Tning disabilities mirror those of many of us in society. The barriers to achieving what are oftcn fairly stmpl¢ goals Ar however. much greater than the nonn for individuals with a learning disability. Working alongside their p8rther& Citizen adv(at¢S hav¢ been involved in enabling individuals to tackle the followiDg: HMRC tax is5ue4 divor¢< quotes for repai attending gardening and cooking projects. medical app)intment4 drug and alcohol supwr4 end of life wlshes. dealing with lef, to name but a ftw. The issues faced by pp]e with learning disabilities ¢)n a daily basis remain constant no matter how so¢iety changes around them. These may in¢lude being isolated within one's own community. having appropriate acwmmodati0 fuw)cia] insecurity, fteling safr from axploitation. medical concern MACE AND PAR TNERS
PAGE l ¢onL It is not possible to provide serviLZS that will address these issues for all people with learning disabilities. By identifying indivTduaJs who are at risk of one or other of the above-mentioned issues, it might be p)ssible to rrLruit a memb¢r of thc community to stand alongside that individual to offer the help and supp)rt needed specifically for that person to negotiats some of the obstac1¢5 in thcir life. The strength of a citizen adv¢)cacy partnership is that the first allegiance of the cItrn advocate is to their partner, the perg)n with a learning disability. The Management Comrnittee is grateful to Cacrpbiliy County Borough Council for nding provided to continue the devclopment of citizen adv(w in the Person to Person Carri out an ongoing search for individuals with learnin8 disabilitie5 who are Isolat¢ whethcr socially or geographically, or fmd themsclves in situations that greatly increaqes their vulnerability. When an individual is Identifi and indicates to the Advocacy Co-ordinator that they would like to have a citizen advocate the process of Tecruiting and matching a suitable advceale begins. Since an advocacy partnership is expected to be on a lon8-temi basi4 it is impK)rtant that the recruiting and matching prLKess is Carried out with the utmost considcration in order for it to b¢ su(YessfiJl. Person to Person has supported partnerships that have survived for many years and where advte and partner have be¢ome close friends. Funding received from CCBC has enabled Person to Person provide some stability for individuals with Icarning disabilities at a tirne of continued uncertainty. Through our Citizen Advocacy Co-ordinator and Citizen Advocate& Pcrson to Person will continue to champion the wishe5 of px)ple with learning disabilities in partnership with organisations with similar goals. MACE AND PARfivERS
AGE2 erves Policy It ts the p)licy of the Ch&ity to ti1nln unrcstricted fvnd4 wbith are the free teseryes of the Charity, at a level which wtll enable the Ch¥Jity to eorrtinue with its unraqtricted work for the next two to three montl The unrestricted funds reserv¢ at the end of the year st(KKI at £12978 with £19197 Teserves in the restricted fun(ts. The charity is funded by grants which arc shown at note 2 to the account& Rlsk Management The trustees have axamlncd the major strategic business and operational risks which the Charity faces and c(th that systems have be established to enable regul reports to be produ¢ol that the nSary Steps can be taken to lessen thos¢ risk Deelaration I decl8T4 in my capacity of charity th i. The tn havc appmved the Tel kn" and li. Have e to sign it on their b&If. Alun Thomas (Chair) Dated . OlID9f2025 MACE AND PAR TNERS
PAGE 3 [NDEPENDE FXAMINERS REPORT TO THF TRUSTF.F,S OF PF.RSOW TO PERSON crrIzEN ADVOCACY I rewt on the accounts ofthc Trust for the year ended 31st March 2025, which are set out on pages 4 to 9. This report is made solely to thc charity's tNsttts. as a body, in accordance with your instruction5. work has been undertaken so that we might rert to you those matters you have rquired us to state in our rq)ort and for no other purpose. To the Ilest extent p¢miitted by law, we do not awt or assume resw)nsibility to anyonc other than the charity and its trusteGs as a for this reFKrt or for the opinions we have forn)ed. RESPEcfivE RESPONSIBILTfiES OF TRUSTEES AND EXAMINER The Charity's Trustees arc responsible for the preparation of the atunts. The charity's trustees consider that an audit is not required for this year (undcr section 144 (2) of the Charities Act 2011 (the 2011 Act) aod that an independent examination is needed. It is my respM)nsibility to:_ examine the a(xoullts (under section 145 of the 2011 AI#); to follow the proccdurcq laid do1 in the General Directions given by the Charity Commissioners (und¢r scrtion 145(5Kb) of the 2011 Act); to state whethu particular matters have o)me to my &tt¢ntion. BASIS OF INDEPENDENf EXAMtKER'S REPORT My examinalion was carried out ID cOrdanCe with the GeneTal Directions given by the Charity Commission. An examination includes & review of the aUntIng records kept by the charity and a wmpaTiX)n of the acojunts presented with those rewrds. It also includes consideration of any unusual items or disclosures in the a¢¢ounL and seeking explanations from you &% tteeS concerning such matters. The procedures undcrtaken do not provide all the evidence that would be required in an audli 8nd consequently no ¢Jpinion is given as to whcthcr the wiunts present a 'trlle and fair view, aud the rert is limited to those matters set out in the statement below. MACE AND PARTNERS
INDEPEIYDENT EXLMINER'S sTATEr In connection with my examinatio no matter has cttme to my attentlon: which gives me reasonable cause to belicvc that iti any matuial rtSpt th¢ requirements.. a) to keep )unting retords in aLronknce with section 130. ofthe 2011 A¢L and b) To preparc accounts vwbich accA)rd with the accounting rerx)rds and comply with the accounting requircments of the 2011 Act or 2. to whiel in my Opinio attention should be drawn in order to enable a proper understanding of the accounts to be re&hed. A. HUCKRIDGE Cbartered Aceountallt Mxce and Partners 52 T¥lbot Green Pontydun Rhondda Cynon T2ff CF12 8AF Date: 1st September 2025 MACE AND PAR TNERS
PAGE 4 PERSON TO PERSON crrtZEN ADVOCACY STATEMFNT OF FLYANCIAL ACTtvrTIES FOR THE YF.AR F,DED 31ST K4RCH 2025 2025 2024 Notu Unrestricted Restricted Total Total COME Wa8 Employcrs Ntc and Pcwion Contributions Trdvelling Exwlses 645 29862 30507 31127 3514 3514 3160 935 935 280 264 191 1804 1638 732 732 798 264 Office Expcnses Independent Examiners Feas Assets Written Off AGM 393 732 610 610 TOTAL EXPENDrruRE 3662 34704 38366 37926 NET LWCOMEI EXPENDITURE FOR THE YEAR Fund balance brought forward 13662) 16640 5796 2134 2574 004 13401 LI 27467 E CARRIED FORWARD 12978 19197 32175 30041 AIVD PARTNERS
PAGE S PERSON TO PERSON CITIZEN ADVOCACY BALANCE SHEET AS AT 31ST MARCH 2025 Note UDrestricted Ro8tri¢ted 2025 2024 CURRENT ASSETS C&sh at Bank Cash in Hand 13735 95 19465 33200 31218 95 13830 19465 33295 31313 C[niRE LIABtLTflES Creditors 852 268 1120 1272 NET CURRE ASSETS 12978 19197 32175 3(1 ET ASSETS 12978 19197 32175 3(MMI reseDled Accumulaled Fund Account 12978 19197 32175 30041 Trustee...... For and on behalf of the Managing Committee Dated l$t Sept¢mb¢r 2025 MACE AND PAR TNERS
PAGE 6
PF.RSON TO PERSON czEN ADVOCACY
NOTES TO THE ACCOLNTS FOR THE YEAR Ehl)ED
31ST MARCH 2025
PRINCtPAL ACCOUhTll¥G POLICIES
a) A¢collntin
CoDveDtioD
Th¢ fjnancial statements are prepar&1 under the historical wst
¢onveDtioD and in accordance with applicable accounting standard4
the Charities SORW2015 (Accounting and Reporting by Charities).
and comply with the Charities Act 2011.
b) ID¢OIIIIIi
resources
Income is recognised in the rKri(xl in which the ¢h8rity is entitled to
reL%iPt and the amount can be measured with Teasonable certainty.
c) Rc50urcu
ended and b&8iq of allocation of costs
Expenditure is included on an accruals b15.
Expendittwe on opttational progra1eS is recognised in the pericd in
whith it is incurred. A designated fimd is established for cxpenditure
which has been committ¢d to proje
PAGE 7 PERSON TO PERSOII crriLEIY ADVOCACY NOTES TO THE ACCour5 FOR YEAR ENDED 31ST MARCH 2025 CONTINLED 2025 40500 2024 40500 Caerphilly C.B.C. STAFF COSTS AND TRUSTEES REMUNERATION Salaries & Employers NIC 30507 31127 The average weekly number of employecs during the year cal(wlat&l on a 11 time equivalent b&sis was:. l (l in 2024) No employees re1Ved remunerntion amounting to more then £50,000 in either year. TRAThT¥G EXPENSLS Refreshments 935 280 MACE AND PARfivERS
PAGE 8 PERSON TO PERSON crrIzEN ADVOCACY NOIIS TO THE ACCOUNTS FOR THE YEAR L.NDED 31ST MARCH 2025 CONTINUED PREMISES EXPENSES Rent 2025 120 144 264 2024 120 71 191 OFFICE EXPEIYSES Printing. P05tsge. Stslionery & Advezts Telephone Sundry EXSe5 Computer Expenses Disclosure Servi¢es Repairs & R¢n¢wals 825 86 93 500 578 118 458 169 1638 CRF.DITORS Travelling IndcF¢ndent Exarnine45 Fcc Premises Expenxs OlCe Expcnscs 2025 268 732 120 2024 380 732 120 40 1272 1120 MACE AIVD PAR TNERS
PAGE 9 PERSON TO PERSON crrizEY ADVOCACY NOTES TO THE AccouNfs FOR TItE YEAR EhT)ED 31ST K4RCH 2025 coNrtNUF.D Unrestricted fimds Comprisc those fitt)ds which the are free to use tn accordance with the charitable objects. Restrictcd fimds are fimds which have been given for pwticulor putpx)ses and projec TRANSACTIONS wrrH RELATED PARTIES MT Alun Thomas (Chair) received NIL in travclling expenses for the year (2024 NIL) MACE AND PAR TJVERS
MACE AND PAR TNERS CHARTEAED Ac¢ouKfAKrs ' tsred Chari Nnrnber 1185625 PF.RSOY TO PEILSON crrizEN ADVOCACY Statement of Arxx)utrt For the Year Fded 31sf MARCH 2 25
PERSON TO PERSON crrizEN ADVOCACY TRUSTEES A Thomas (Chwrn) L Gorniki (S•) Will Thomas (Trur¢I) Linda Davies Mark Evans AJ)DRES YMCA Aaron PlaLS Gilfacty Bargwl Caaphilly, CF8I 8JA TERED CHARfTY NUMBER 1185625 AcCoUrATs and Partner& Chartered Accountants 52 TalLt Road. Talbot GTew Pontyclu Rthondda Cynon Taff. CFll 8AF. The Cwive Bank PIC P O Box 250, Skelmersdale. WN8 6wr ACCOUNfs- 31sf MARCH 2025 PAGES 1- 2 T Rew)rt Indeyendent Examiners Report ststement of Fxnancial Acliviti¢s Balantt Sheet 6- 9 Not¢5 to thc Arxounts MACE AND PAR TNERS
PAGE I PF.RSON TO PERSON crrizEN ADVOCACY TRUSTEFS REPORT FOR THE YEAR ENDFD 31sf MARCH 2025 The Managing Committee present their rert for the year ended 31° March 2025. The members of the Managing Committee during the year are as follows:. Alun Thomas Will Thomas Lynne Gorniki Linda Davies Mark Evans (Chairperson) (Ttcasurer) (s•) STRUCTURE GOVERNANCE AND MANAGEM Managiti8 Committe¢ members are ele¢ta4 or appointed on an arfftual basis. The Charity was &stablished by Tnjst De£d dated 9 May 1995 and is registered with the Charity Commission number 1185625. Th¢ Cl4rity'5 address is YMCA Aaron Place, Gilfath Bargoed. CF818J Obje¢ts, Org&nisxtiOD and Activiti The Charity is established io promote the r¢lief of people with a learning disability within the boundarics of thc fonncr MRd Glamorgan and to assist those people to realise their fijll tential to lead fijlfilling lives by the provision of a service sist persons as defjned above to obtsin their rights aod PTivilegcs &$ a citizen: provide long terni friendship and supp)rt: provide inforniation to people with a leaTning disability. Membership of the organilon shall be open to all individuals or organisations in sympathy with its aims and ail 8dvoc4tes and partners within the Chgani5ation. MACE AIVD PAR TNERS
PAGE l ¢onL Review of Progress and Aehievements 1am pleased to share a review ofyet Bnother year during which Person to Person Citizen Advow has continued to play an integral role in the lives of rnally people with learning disabilitie5 living in the County Borough of CaeTphilly. Person to Person w&s estsblishcd in1995 $0 that in M3y 2025, there will have been a citizen advctacy presence in Cath111Y County Borough for 30 years. The succe&s of Person to Person relies on individuals within the cotTunuDity being prepared to give their time frttly to stand alongside a person with a leaming disability. It is at this moment that citizen adV0y partnerships are fr>med. Throuthout the year the Citizen Advocacy C04)rdinator has be£n supportin& on aver8ge. 27 partnerships. The rnajority of these are long4enD puttierships whith is the e&nCe of sUCcSful citizen v(w. Partherships do, on crcasion, me lo an end. This may be, for e1mplA as a resuft of individuals moving clrt of th¢ area or the Sad death of a parther. The C¢>ordinator is aware of other pcoplc who would i*nefit from having a citizen advocate and the recnsitrnent and matching of p)tential ¢itizell 1V(ateS is an on- going aspect of the worL A key &spect ofthc Co-ordtnalor's role is offer stspF and advice to the citiz¢n advocatcs as they address thc issues that arc pertinent to their partnerships. 'Through the recruitment and matching pr(Kess carried out by the CO[dInat0r, anothex 27 people are in a pjsition to provide frien(tship and praclicai help on a one-t[One basis to an individual with a leaming disability. The day-tfrday aspirations of wple with le4Tning disabilities mirror those of many of us in society. The barriers to achieving what are oftcn fairly stmpl¢ goals Ar however. much greater than the nonn for individuals with a learning disability. Working alongside their p8rther& Citizen adv(at¢S hav¢ been involved in enabling individuals to tackle the followiDg: HMRC tax is5ue4 divor¢< quotes for repai attending gardening and cooking projects. medical app)intment4 drug and alcohol supwr4 end of life wlshes. dealing with lef, to name but a ftw. The issues faced by pp]e with learning disabilities ¢)n a daily basis remain constant no matter how so¢iety changes around them. These may in¢lude being isolated within one's own community. having appropriate acwmmodati0 fuw)cia] insecurity, fteling safr from axploitation. medical concern MACE AND PAR TNERS
PAGE l ¢onL It is not possible to provide serviLZS that will address these issues for all people with learning disabilities. By identifying indivTduaJs who are at risk of one or other of the above-mentioned issues, it might be p)ssible to rrLruit a memb¢r of thc community to stand alongside that individual to offer the help and supp)rt needed specifically for that person to negotiats some of the obstac1¢5 in thcir life. The strength of a citizen adv¢)cacy partnership is that the first allegiance of the cItrn advocate is to their partner, the perg)n with a learning disability. The Management Comrnittee is grateful to Cacrpbiliy County Borough Council for nding provided to continue the devclopment of citizen adv(w in the Person to Person Carri out an ongoing search for individuals with learnin8 disabilitie5 who are Isolat¢ whethcr socially or geographically, or fmd themsclves in situations that greatly increaqes their vulnerability. When an individual is Identifi and indicates to the Advocacy Co-ordinator that they would like to have a citizen advocate the process of Tecruiting and matching a suitable advceale begins. Since an advocacy partnership is expected to be on a lon8-temi basi4 it is impK)rtant that the recruiting and matching prLKess is Carried out with the utmost considcration in order for it to b¢ su(YessfiJl. Person to Person has supported partnerships that have survived for many years and where advte and partner have be¢ome close friends. Funding received from CCBC has enabled Person to Person provide some stability for individuals with Icarning disabilities at a tirne of continued uncertainty. Through our Citizen Advocacy Co-ordinator and Citizen Advocate& Pcrson to Person will continue to champion the wishe5 of px)ple with learning disabilities in partnership with organisations with similar goals. MACE AND PARfivERS
AGE2 erves Policy It ts the p)licy of the Ch&ity to ti1nln unrcstricted fvnd4 wbith are the free teseryes of the Charity, at a level which wtll enable the Ch¥Jity to eorrtinue with its unraqtricted work for the next two to three montl The unrestricted funds reserv¢ at the end of the year st(KKI at £12978 with £19197 Teserves in the restricted fun(ts. The charity is funded by grants which arc shown at note 2 to the account& Rlsk Management The trustees have axamlncd the major strategic business and operational risks which the Charity faces and c(th that systems have be established to enable regul reports to be produ¢ol that the nSary Steps can be taken to lessen thos¢ risk Deelaration I decl8T4 in my capacity of charity th i. The tn havc appmved the Tel kn" and li. Have e to sign it on their b&If. Alun Thomas (Chair) Dated . OlID9f2025 MACE AND PAR TNERS
PAGE 3 [NDEPENDE FXAMINERS REPORT TO THF TRUSTF.F,S OF PF.RSOW TO PERSON crrIzEN ADVOCACY I rewt on the accounts ofthc Trust for the year ended 31st March 2025, which are set out on pages 4 to 9. This report is made solely to thc charity's tNsttts. as a body, in accordance with your instruction5. work has been undertaken so that we might rert to you those matters you have rquired us to state in our rq)ort and for no other purpose. To the Ilest extent p¢miitted by law, we do not awt or assume resw)nsibility to anyonc other than the charity and its trusteGs as a for this reFKrt or for the opinions we have forn)ed. RESPEcfivE RESPONSIBILTfiES OF TRUSTEES AND EXAMINER The Charity's Trustees arc responsible for the preparation of the atunts. The charity's trustees consider that an audit is not required for this year (undcr section 144 (2) of the Charities Act 2011 (the 2011 Act) aod that an independent examination is needed. It is my respM)nsibility to:_ examine the a(xoullts (under section 145 of the 2011 AI#); to follow the proccdurcq laid do1 in the General Directions given by the Charity Commissioners (und¢r scrtion 145(5Kb) of the 2011 Act); to state whethu particular matters have o)me to my &tt¢ntion. BASIS OF INDEPENDENf EXAMtKER'S REPORT My examinalion was carried out ID cOrdanCe with the GeneTal Directions given by the Charity Commission. An examination includes & review of the aUntIng records kept by the charity and a wmpaTiX)n of the acojunts presented with those rewrds. It also includes consideration of any unusual items or disclosures in the a¢¢ounL and seeking explanations from you &% tteeS concerning such matters. The procedures undcrtaken do not provide all the evidence that would be required in an audli 8nd consequently no ¢Jpinion is given as to whcthcr the wiunts present a 'trlle and fair view, aud the rert is limited to those matters set out in the statement below. MACE AND PARTNERS
INDEPEIYDENT EXLMINER'S sTATEr In connection with my examinatio no matter has cttme to my attentlon: which gives me reasonable cause to belicvc that iti any matuial rtSpt th¢ requirements.. a) to keep )unting retords in aLronknce with section 130. ofthe 2011 A¢L and b) To preparc accounts vwbich accA)rd with the accounting rerx)rds and comply with the accounting requircments of the 2011 Act or 2. to whiel in my Opinio attention should be drawn in order to enable a proper understanding of the accounts to be re&hed. A. HUCKRIDGE Cbartered Aceountallt Mxce and Partners 52 T¥lbot Green Pontydun Rhondda Cynon T2ff CF12 8AF Date: 1st September 2025 MACE AND PAR TNERS
PAGE 4 PERSON TO PERSON crrtZEN ADVOCACY STATEMFNT OF FLYANCIAL ACTtvrTIES FOR THE YF.AR F,DED 31ST K4RCH 2025 2025 2024 Notu Unrestricted Restricted Total Total COME Wa8 Employcrs Ntc and Pcwion Contributions Trdvelling Exwlses 645 29862 30507 31127 3514 3514 3160 935 935 280 264 191 1804 1638 732 732 798 264 Office Expcnses Independent Examiners Feas Assets Written Off AGM 393 732 610 610 TOTAL EXPENDrruRE 3662 34704 38366 37926 NET LWCOMEI EXPENDITURE FOR THE YEAR Fund balance brought forward 13662) 16640 5796 2134 2574 004 13401 LI 27467 E CARRIED FORWARD 12978 19197 32175 30041 AIVD PARTNERS
PAGE S PERSON TO PERSON CITIZEN ADVOCACY BALANCE SHEET AS AT 31ST MARCH 2025 Note UDrestricted Ro8tri¢ted 2025 2024 CURRENT ASSETS C&sh at Bank Cash in Hand 13735 95 19465 33200 31218 95 13830 19465 33295 31313 C[niRE LIABtLTflES Creditors 852 268 1120 1272 NET CURRE ASSETS 12978 19197 32175 3(1 ET ASSETS 12978 19197 32175 3(MMI reseDled Accumulaled Fund Account 12978 19197 32175 30041 Trustee...... For and on behalf of the Managing Committee Dated l$t Sept¢mb¢r 2025 MACE AND PAR TNERS
PAGE 6
PF.RSON TO PERSON czEN ADVOCACY
NOTES TO THE ACCOLNTS FOR THE YEAR Ehl)ED
31ST MARCH 2025
PRINCtPAL ACCOUhTll¥G POLICIES
a) A¢collntin
CoDveDtioD
Th¢ fjnancial statements are prepar&1 under the historical wst
¢onveDtioD and in accordance with applicable accounting standard4
the Charities SORW2015 (Accounting and Reporting by Charities).
and comply with the Charities Act 2011.
b) ID¢OIIIIIi
resources
Income is recognised in the rKri(xl in which the ¢h8rity is entitled to
reL%iPt and the amount can be measured with Teasonable certainty.
c) Rc50urcu
ended and b&8iq of allocation of costs
Expenditure is included on an accruals b15.
Expendittwe on opttational progra1eS is recognised in the pericd in
whith it is incurred. A designated fimd is established for cxpenditure
which has been committ¢d to proje
PAGE 7 PERSON TO PERSOII crriLEIY ADVOCACY NOTES TO THE ACCour5 FOR YEAR ENDED 31ST MARCH 2025 CONTINLED 2025 40500 2024 40500 Caerphilly C.B.C. STAFF COSTS AND TRUSTEES REMUNERATION Salaries & Employers NIC 30507 31127 The average weekly number of employecs during the year cal(wlat&l on a 11 time equivalent b&sis was:. l (l in 2024) No employees re1Ved remunerntion amounting to more then £50,000 in either year. TRAThT¥G EXPENSLS Refreshments 935 280 MACE AND PARfivERS
PAGE 8 PERSON TO PERSON crrIzEN ADVOCACY NOIIS TO THE ACCOUNTS FOR THE YEAR L.NDED 31ST MARCH 2025 CONTINUED PREMISES EXPENSES Rent 2025 120 144 264 2024 120 71 191 OFFICE EXPEIYSES Printing. P05tsge. Stslionery & Advezts Telephone Sundry EXSe5 Computer Expenses Disclosure Servi¢es Repairs & R¢n¢wals 825 86 93 500 578 118 458 169 1638 CRF.DITORS Travelling IndcF¢ndent Exarnine45 Fcc Premises Expenxs OlCe Expcnscs 2025 268 732 120 2024 380 732 120 40 1272 1120 MACE AIVD PAR TNERS
PAGE 9 PERSON TO PERSON crrizEY ADVOCACY NOTES TO THE AccouNfs FOR TItE YEAR EhT)ED 31ST K4RCH 2025 coNrtNUF.D Unrestricted fimds Comprisc those fitt)ds which the are free to use tn accordance with the charitable objects. Restrictcd fimds are fimds which have been given for pwticulor putpx)ses and projec TRANSACTIONS wrrH RELATED PARTIES MT Alun Thomas (Chair) received NIL in travclling expenses for the year (2024 NIL) MACE AND PAR TJVERS