SEND unlocked Annual Report 2022
Annual Report 2022
Includes Report & Accounts for year ended 31 October 2022
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SEND unlocked Annual Report 2022
Contents
| Page | |
|---|---|
| Chairman of the Board of Trustees | 4 |
| Who are SEND unlocked | 5 |
| CEO | 6 |
| Key Highlights Year 2 | 7 |
| Aims Year 3 | 7 |
| SEND unlocked implementation | 8 |
| Fundraising Report | 9 |
| How we raised and spent your money | 10 |
| Trustee Report | 11 |
| Cost of Living Impact | 11 |
| Financial Review | 11 |
| Fundraising | 12 |
| Future Plans | 12 |
| Leadership & Purpose | 12 |
| Independent Examiners Report to the Trustees | 18 |
| Statement of Financial Activities | 19 |
| Statement of Financial Position | 20 |
| Notes to the Financial Statements | 21 |
| Thank You | 27 |
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SEND unlocked Annual Report 2022
Proud to be on board with this brilliant initiative.
A Registered Organisation
It’s amazing - like having a support system in your pocket A Parent
‘It immediately excited me to hear someone is working to create a clear overview and pathway through the confusion of SEND support.’
A Head Teacher
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SEND unlocked Annual Report 2022
Chairman of the Board of Trustees
Post pandemic, we all came out of lockdown to a world struggling with a cost-of-living crisis, a new war in Europe and both charitable and public sector organisations struggling even more to deliver services.
At the end of SEND unlocked’s second year I am proud to say we are further along our aims to becoming part of the solution. The SEND unlocked Directory is live for organisation registrations and it is wonderful to see so many coming on board.
On behalf of my fellow Trustees, I must thank our amazing donors and our extremely hard-working team who have demonstrated that progress can be made in spite of the many challenges that affect all of us.
As a board, we have a number of key priorities over the course of the next year to support growth of the organisation and safeguard the positive impact of our services:
Creating strong financial foundations to ensure the long-term viability of the organisation, which we recognise will be made more difficult by the ongoing pandemic, as well as continuing to build our reserves. Board of Trustee and Team development, and most importantly the effective launch and continued development of the SEND unlocked Directory itself.
This has been a hard year, fundraising has been difficult, raising awareness for the service without any extra marketing budget and as we are only just in the early launch stages of our services, limited case studies to evidence need to encourage engagement.
We have an immense job ahead of us over the course of the next few years, with some exciting goals, but at the heart of our work is the individual – the child who needs support to access education, the young adult who just wants to have the same access as other people their age to employment opportunities, the parents and carers whose mental health is being impacted negatively by the services, created to provide support.
We look ahead to another year of dedication and continued development of our services to support the SEND community.
Malcolm Jones Chairman
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SEND unlocked Annual Report 2022
Who are SEND unlocked?
OUR VISION
An effective and simple structure of support accessible to all who need it.
OUR MISSION – to be part of the solution
To deliver the innovative user-friendly SEND unlocked Directory, providing information, advice and guidance for accessing the wide range of support, services and opportunities, available to the whole diverse disabled community.
WHO WE SUPPORT
*SEND: Special Educational Needs and Disabilities, is often identified as relevant only to children. Our name derives from our starting point as SEND Parents, but once we got started, limiting our work to any specific age group seemed ridiculous.
SEND unlocked's service is for any person of any age, with any disability, for parents and carers, and alongside this for sector professionals who provide care, support, services, products or opportunities across the SEND sector..
DID YOU KNOW?
It is estimated that 80% of children with dyslexia go undiagnosed throughout their school career.
Children with special educational needs and disabilities account for almost two-thirds of all school exclusions.
Average rate of employment for those with Disabilities is 53% - Autistic people face highest rates of unemployment of all disabled groups with just 21% being employed.
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SEND unlocked Annual Report 2022
CEO Operational Report
This has been an exciting, successful and exhausting year. A year of trials, tribulations, great highs and lows.
As I write the pandemic has evolved into the cost of living crisis, impacting service delivery and increasing difficulties for families across areas such as education, health, mental health, social care, employment, finance and isolation. We are such a small team, working from home and knowing how much we will be able to achieve when we’re in a position to grow our team, maximising on support and time to deliver is frustrating, our families need us and we’re playing catch up. But it is also exciting to see how far we’ve come – we’re now sitting in Stage 3 of the original development plan.
Due to funding issues our development has been slower than expected, but we were able to launch, both the new website and Organisation Registration. The key strength of our delivery model is that we work in modules. It allows us the flexibility to slow down or speed up based on available income.
Our Salesforce development has continued with the incredible gift from our developer of his time, free of charge, which has continued the boost to our Programme Delivery. Placing a financial value to such a gift in kind is not difficult, but the value to us as an organisation has been immense. Delivery of the SEND unlocked Directory was originally expected to be 18 months to 2 years from the start of the development. However, working and developing the core platform together we achieved launch of Organisation Registration faster than expected. We have made the decision to delay the User Registration to the autumn to happen in line with the launch of the app as it became clear that the app was going to be vital to user engagement and access.
Over the coming year we have some very specific challenges:
Firstly, we need to continue to ensure that the families we are aiming to support are at the heart of everything we do, and every decision we make.
Second, is marketing. Due to budget constraints, we have struggled to raise awareness for the charity, both to support growth of fundraising and to reach out to the families we aim to support.
Third, continued development of the SEND unlocked Directory. This sits at the core of our programme delivery and is vital to all areas of the success of our support. Continued growth of the organisation registration on the directory is going to be a priority going forward.
We have a huge year ahead and your continued support is much appreciated.
Polly Elworthy CEO
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SEND unlocked Annual Report 2022
Key Highlights & Future Aims
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Send Directory App
Launch
Register 1000
Organisations
Reach 500 families
Expansion of Board
of Trustees
Expansion of
Fundraising
Grow Marketing
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SEND unlocked Annual Repoii 2022 SEND unlocked Organisation Development and Implementation Plan Stage l- Charity Start Up Stage 2. Initial Dire¢tory Implementatlon and Launch of Core Seryice L salesfvcenrg iiirr Stage 3- DIreory.. Furthef Development SEND unlocked Future Projfft Expansion hL mL• Spw¢ of Delery 1$ doponaent lurx1ra1ry Ir1b 11 dhY &agè 12. 18 In hiStyÈai unlockèd rthè to i9èÈ28s.(XK)tK lÈké liFififwJ<c&ts Stom. IT i$ssivès Str8t8ms and COrtni 1[ I&M$ÉaN1 L8vW G(wl ldCwt8tè SENO wia ¢ampwrif¥J WO1 WI1. r¥X4)In. lok0¢rart. w•¢11¥10 iiw•rrt (wr bvEhclaiS SBWoice.01g Iga fvIycu91unA•CUSliXnBf rdatromhipmarAgeThMiscthM that brKy Ch a1 It iechrnlogy PiCM<lès8duborts Thpxiby Wpirg rwprfthscoeTate ratse fuids pIogra3 SEfvfD unlocked Page | 8
SEND unlocked Annual Report 2022
Fundraising Report
The cost-of-living crisis has had a huge impact on Charities. Alongside the concerns about reduced donations, increased prices and staff retention, the value of monies charities do possess has also gone down in value. Previous calculations on operating costs that produced forecasts won't line up either, thanks to the now decreased value of the pound and the rising costs.
We started our work in a climate that has led to extensive change for the country.
With our family first approach, our CEO devoted her time to building the foundations required for the SEND unlocked Directory, programme delivery had to remain her priority. Therefore, the Trustees have taken the lead on our fundraising. With our limited funds, we’ve also been limited in spreading the word of our service to be able to raise awareness for the charity.
In spite of everything, we had some success with Trust and Foundations, some generous gifts in kind and our small group of supporters have been generous with their donations. We can celebrate our performance as we did enough to support our minimal staff and our programme delivery build.
explore multiple income streams and we are excited to see what we are able to achieve over the next year, once we have completed the launch of the SEND unlocked Directory.
As a charity we cannot exist without the generosity afforded us by our donors and grant funders, who can be assured that, not only is SEND unlocked being built on solid foundations, but also be confident that their support will be used to improve the lives of those with Special Educational Needs and Disabilities across the country.
On behalf of the entire SEND unlocked team, thank you for the support you have provided so far. I would like to invite you to continue to follow our work and be a part of the next exciting steps in our pathway through the SEND maze.
Malcolm Jones Chair
As we look to the future it is vital that we are bold with our fundraising strategy, that we
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SEND unlocked Annual Report 2022
How we raised and spent your money
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Income Programme Delivery
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Running Costs
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SEND unlocked Annual Report 2022 Trustees Annual Report Period Ending 31 October 2022 expenditure lolalled £65,737. SEND unlocked ISEND UNLOCKED) is a Charity which operates as a Charitable Incorporated Organisalion, registered on 9 November 2020, Charity Commission Registration number.. 1192229 and is governed by ils Conslilulion. Our ability lo run fundraising events, like other Charities, were impacted through 2021122 and income was limited lo generous grants and individual donations. We also received an exceptional gift in kind from our developer ol his lime, which has given our Programme Delivery build an immense boost. Cost of Living The dynamics of the pandemic during 2020 and 2021 with the additional impact of the invasion of Ukraine earlier this year the resullanl cost ol living crisis has clearly tested the Charity Sector further. SEND unlocked (SEND UNLOCKED) though impacted sorely, have conlinued lo push forward as families wère suffering even more due lo the impact on services. The Charity acknowledges the support received from its partners and key lunders, especially the Stephen Gordon Callo Charitable Trust, The Mercers company and Aung Hlel. Going Concern Raising income through community fundraising and events will continue lo be a significant challenge SEND unlocked will continue lo adopt careful financial management whilst we launch our service lo our beneficiaries. The decision lo sel up offices has been delayed Indefinitely as an unnecessary cost. and staff supported sale working from home, using our cloud based IT services. with Teams and Zoom lo manage communication. Given the uncertainly within the current environment, and wilhoul the benefit ol mulliyear historic accounts, the Board has taken an aspiralional view ol income geneialion in the 12- month outlook which would allow us growth ol our programme delivery at a median level. Due lo our modular approach lo programme delivery, we can be agile and flexible with our work and can slow our progrèss or speed il up dependent upon Income wilhoul negative impact on our ability lo continue our service. Whilst the Charitable programmes have continued in development, and stall were able lo easily work from home, these events have Impacted the ability lolundraise so the reliance has been on grant funding, In Kind Gifts and individual donors. Recognising the risks within the forward environment, a robust 2 year plan has been created with three key inilialives". Establish a flexible and agile fundraising approach Develop a Marketing strategy to create innovative fundraising approaches Build a nalional loolprinl through a volunteer progiamme and parenllcarer advigoiy board The Board ol Trustees has considered the ability ol the Charity lo continue as a going concern. They have reviewed budgets, management accounts and cash flow lorecasls lor 2022123, and have concluded that, though a difficult lew years may be ahead, the Charity will have resources lo continue operations lor the foreseeable lulure. The Trustèes eonlinuè to monitor the risks but, through the hard-work and agility ol the team, are delighted that the Charity has pushed fonvard. Accordingly, the 8oard believe that going concern basis remains the appropriate basis on which lo prepare the financial slalemenls. Financial Review Overview Reserves Policy In 2022, the Charity reports a surplus, lo movè into our second year. Unreslricled fund income lotalled £47,924 during 2021122, unrestricted The Charity's largel policy on reserves is lo hold 6-monlhs operational cosls and 3 months administrative expenditure in the event of a wind Page | 11
SEND unlocked Annual Report 2022 down situation. As a new organisalion, still growing, this is estimated al £20k lor 2W23. At 31 Octobèr 2022 free rè8erves amounted lo £3,395. Educational Needs and Disabilities, as well as those who locus on wider aspects of society. The approach to fundraising is one ol agility and relalion8hip managemènt, recognising the dillicull economic environment following the pandemic and that multi-year funding provides a greater degree ol income certainly lo ensure the continued delivery ol our programmes. We sèek lo develop long-term relationships with both corporate partners as well as via grant giving trusts and major donors. Considering challenging conditions since 2020, il is evident that demand across the SEND sector has never been higher,. that raising income lo deliver our programme lo support families to access these services through normal fundraising events will continue lo be a challenge In 2022123 and therefore we will continue to need support from both existing and new funders lo navigate this. Fundraising Fundraising has been lead by the Board of Trustees in our second year, lo ensure the locus ol the CEO could be on the creation of our delivery programmes. SENO unlocked complies with the Fundraising Regulators standards and has committed lo Ireal all donors in a legal, open, honest and respectful way. Vulnerable people are protected by ensuring the adherence lo these standards. No agencies were employed in 2020121 to raise funds from the public. There were no formal complaints relating lo fundraising in 2020. The General Data Protection Regulations were successfully implemented. Future Plans During our first year, the focus of the Charity was the build ol the SEND unlocked Directory, the plattorm at the centre ol the charities delivery programme. Our second year has conlinued with development, moved into legling and initial launch, with a locus on population ol the Directory with supporting organisations. This is a sector where people feel always pushed lo the 'bollom ol the pile, and il was vital lo SEND unlocked that our innovative IT plallorm, was using only the bèst technology lo ensure excellent delivery ol service. SEND unlocked currently generates funds from two core streams.. Voluntary Income and Trusts & Foundations. Furthermore, the Charity recognises that lo create a sustainable enlily which operatès in the bè81 long-lerm interests of their beneficiaries. a strategic aim musl be lo strike a balance between each ol the income streams such that they do not become overly reliant upon any one source ol funds. In 2023 we will be expanding information gathering on identification ol need across the sector using tools such as the 'Have Your Say area on the SEND Directory lo support beneficiaries lo comment on the issues that impact them and the projects we lake forward. Voluntary income.. This source of funding is where an individual, groups ol individuals or an organisalion has made a conscious decision lo donate, spon80r or participate in raising fund8 lo support the Charity. Voluntary income encompa88e8 income generated from corporate UK, major donors, schools and community fundraising. We will be aiming lo expand our team lo enable us lo move onlo the next phase ol the delivery programmes. Our next project under consideration is our First Steps advice project- timing will be dependent upon income. Trusts and Foundations This relates to income generated from grant giving Trusts & Foundations whose aim, via their own criteria and objectives, support those who sil within SEND UNLOCKED'S objects. Funding may be reslricled lor a specific purpose". or. it can also be unreslricled and utilised as thè Charity sees lil al any given lime. The Charity regularly applies lor funds from Trusts & Foundations, who locus on Special Leadership & Purpose We have a small, engaged Board of Trustees with a diverse range ol skills, which we are looking lo expand in our third year. Specific areas ol expertise and experience we will be looking lo expand upon are Marketing, IT, Finance, Politics as well as sector specific knowledge within Education, Page | 12
SEND unlocked Annual Report 2022 Health and Social Care. transparency and understanding ol process and providing a platform lor families lo be included in Ihe conversation. The Board membership is detailed on page 15. The 8oard periodically reviews the organisation's Charitable purpose and the Board together with the executive are responsible lor the development and delivery ol the Strategy. To promote the idea that elleclive support to people with additional needs and disabilities is beneficial lo all. That effective social inclusion. in particular but wilhoul Iimilation ol the UK, who are excluded from society or parts ol society as a result ol their disability, is necessary lor society lo flourish. Our Vision, Mission and Values Our charitable purpose is clearly communicated in our articles of association and Ihroughoul our internal and external communications lo staff, beneficiaries and supporters. Our Values The values ol our organisation are.. Support first.. People are working harder and longer in today's world just lo get by, when other needs are idenlilied this can add financial, emotional and lime difficulties lo already busy lives, increasing stress and allecling physical and mental health. Our key aim is to ensure the individual and their family come first in everything wè do. To support streamlining and simplification ol access to services which ènsures those who need help receive it. The Objects ol the Charity are.. FOR THE PUBLIC BENEFIT TO RELIEVE THE NEEOS OF THOSE WITH SPECIAL EDUCATIONAL NEEDS AND DISA81LITIES, THEIR CARERS AND FAMILIES, TO ASSIST THEM IN ACCESSING THE SUPPORT THEY NEED WHETHER THAT IS FOR EDUCATION, SOCIAL CARE, MENTAL AND PHYSICAL HEALTHCARE OR ANY OTHER SUPPORT SERVICES AND TO COLLATE RESEARCH ON THE SECTOR TO PROMOTE TRANSPARENCY AND ImPFIOVEIENT OF SERVICE DELIVERY. BY ANY MEANS AS THE TRUSTEES DETERMINE. Collaboration.. We believe effective and collaborative working across the sector is the most effective way lo allecl change, this includes working with families, schools. local authority, government, charities and businesses. Our Vision An elleclive and simple structure ol support across education, health and social care, which is accessible lo all who need it. Honesty. integrity, transparency & accounlabilily.. We aim lo improve access lo process and delivery ol service lor both users and service delivery providers by offering honest and transparent information lo all parties. Our Mission To improve access lo support by providing the necessary information and tools 10 support families, carers and individuals with additional needs and disabilities lo identify what is available lo them and assist thèm in navigating complex application processes on their own. Creativity and Innovation.. We believe the implemenlalion of innovative and creative solutions is necessary lo the improvement ol service delivery. The world has changed, and systems and piocèsseg need lo change with it. 2 To empower families, carers and individual8 with additional needs and disabilities to lake back control ol their lives. Knowledge.. We believe knowledge is power. Families require knowledge lo access support, organisations require knowledge to improve services. To promote physical and mental health as a priority lor families dealing with these challenges which often also have financial and emotional implications. These values are incorporated in our strategy, management approach, day lo day working and stall engagement throughout SEND UNLOCKED. 4. To alleel change by working with schools, local authorities and government lo create more elleclive service delivery and improve laws, by improving knowledge, accountability, Page | 13
SEND unlocked Annual Report 2022 Governance inherent level ol risk. To manage the risk, the Trustees have established procedures and a system ol review lo ensurè that the level ol risk is acceptable and that the controls are working. The day-lo-day managemènt ol the Chaiily s risk management process lies wilh the executive team who are responsible lor implementing risk management policiès. Additionally, they identify and evaluate any significant risks which the Charity may lace and make recommendations lo the Board. The risks are reviewed by the 8oard at each meeting and actions initiated lo mitigate the risk. SENO unlocked Trustees and management are commilled lo conducting business in an ethical, lair, and transparent manner in line with the Charity Governance Code. We have a governance framework in place and are commilled lo loslering a culture ol compliance that values inlegrily, accountability. and continuous Improvement. Safeguarding Creating a sale and welcoming environment, where everyone is respected and valued, is al the heart ol safeguarding. SEND UNLOCKED believes that everyone we come into contact with, regardless ol age, sex, sexual orientation, gender, disability, ethnic origin or religion has the right lo be protected from all forms of harm. abuse. neglect and exploilalion. All stall and workers who come into direct contact with vulnerable adults musl undertake training on the subject olsafeguarding. The Board considers the following lo be the main risks for SEND unlocked, and consider the following actions miligale the risks. Failure lo achieve funding levels required. The Charity is focused on building reserves over the short lo medium term lo ensure that ils programme can operate for a minimum of six months. Conflicts of interest The 8oard has adopted procedures for the idenlificalion, aulhorisalion (where appropriatel and monitoring ol situations which may give rise lo a conflict ol interest. Existing situations are recorded in a Conflict ol Interests register, reviewed by the CEO al least annually. 2. Vulnerability ol SEND UNLOCKED families. The Charity acknowledges that a number ol its beneficiaries are highly vulnerable and are al risk on occasions to themselves and others. SEND unlocked do not currently oller any lace lo face or 121 services so will not have access lo any information to identify this. Howevèr, to ensure sale access lo our online programme, the SEND Directory, we have detailed conduct rules, procedures and practices lo ensure beneficiaries are able lo access our services safèly, and be aware ol emergency services where they can access support. Decision-making, Risk and Control Decision-making and control - Day-l(Iday management and the implemenlalion ol strategies agreed by the Board are delegated to the CEO. A formal delegation ol aulhorily is in place that sets out the powers that are reserved lo the Board and those that are delegated lo the CEO. The annually approved budgel details the funding requirement ol our programme and this 18 rèviewed quarterly at Board meètings. The Iruslees review the activities and the support given to families. 3. Reputational risk from adverse publicity. SEND UNLOCKED aims lo haveaslrong media profile, and the Trustees are aware ol the impact ol negative news surrounding the Charity. Policies The Board and management have established controls and policies that are designed lo safeguard the Charity's interests and the integrity of ils reporting. These include accounting, financial reporting, safely and 8u8lainability and other inlernal control policies and procedures which are directed al monitoring whether the company complies with regulatory requirements. Board Effectiveness Through our registration and first year the Board had a scheduled meeting once a quarter with the executive team lo oversee the operations ol the Charity and additional ad hoc meetings as required. Trusteès receivè comprèhensive papers in advance ol the Board meetings. Directors also receive regular updates in relation lo key issues lacing the Charity from lime lo lime when a Board Risk Management The Board of Trustees accept that in managing the Charity and delivering ils services there is an Page | 14
SEND unlocked Annual Report 2022 meeting is not scheduled. Darren Burton {Truste81 Darren is CEO ol Burton & Co Industries Ltd. is a dynamic and innovative lèader, with over 20 years, experience in the field ol business and training devèlopment. He has worked across multiple industries, including finance, security, and healthcare. SEND UNLOCKED is commilled lo ensuring that the composition ol the Board continues to comprise Trusteès who, through occupation, employment or otherwise have special knowledge ol the area ol benefit, or who are otherwise able by virtue ol their personal or professional qualilicalions or experience, lo make a contribution lo the pursuit ol the objects of the charity. Since the formation ol the board on 1 sl November 2020 there havè been 2 resignations from the Board due lo conflict ol interest, and 4 new additions to grow the board and add valuable expertise. The Trustee appointment process, pre-requisites and maximum term is detailed the Conslilulion. All Trustees undergo a focused induction process on both the Charity's Activities and their legal role and responsibilities as a Trustee. Equality, diversity and inclusion We are an equal opporlunilies employer. Equal opportunity Is about good employment practices which Ireal everyone fairly and equally and this means we are commilled lo ensuring that all employees, potential èmployèes, workers and volunteers are Irealed no less lavourably, and not unlawfully discriminated against, on the grounds of possessing a protected characlerislic. All new Iruslees are provided with.. The Memorandum and Articles ol Association. The Lalesl financial slalemenls ol the charity • Details ol the Charity Commission guidance noles The Essenlial Trustee 'Whal you need lo know, what you need lo do. At the lime of these accounts being created, the Board membership is as follows". We aim lo ensure Ihal all employment decisions are taken without reference to irrelevant or discriminatory critèria, and we shall, al all limes, strive lo work within legislative requirements ol the Equality Act 2010. No requirement or condition will be imposed upon individuals, which could disadvantage them, purely upon the grounds of protected characlerislics. Malcolm Jones (Chairl Malcolm spent much of his life working in properly management, housing and hospilalily. Combining his years ol knowledge and experience. Malcolm was Managing Director lor 15 years, advising and supporting Business Slarl-ups. Dr Fern-chantele Carter Cmgr IFCIM) (Trusleel Fern is Head ol Policy and Compliance, Responsible and Accountable Officer, RSL Awards, Non-execulive director lor Ignite Quals, and thè Stratègic Advisèr on Policy and Compliance for EduEco+. Openness and accountability The Board places great emphasis on communication and engagement with the Charity s stakeholders and is commilled to providing transparent Iwo-way communications. Jason Hassam (Trusteel Jason has had a varied career specialising in project management having worked for the military (Royal Navy and Army) and a range ol government and non-governmenl establi8hmenl8. His corè locus is in Finance and IT. These Include". + the Charity's website + the Charity's Annual Report, which is available on the Charity's websile. + the Charity's newsletter which has been introduced + an open and transparent process lor tracking and handling complaints. Angela Bedford (Trusteel Angela runs the family business alongside her own practice as psycholherapeulic counsellor. She has a deep interest in neurodiversity and is also working towards her Msc with a goal ol specialising in supporting young people. The Board sets the salary ol the Chief Executive. The Chief Executive has taken a minimum salary lo support the slarl up ol the charity in il's first lew years. In the lulure the Board will ensure levels of remuneration are similar lo other charities operating In the same area and with Page | 15
SEND unlocked Annual Report 2022 revenues that are comparable lo SEND unlocked. Reporting by Charities.. Slalemenl of Recommended Practice ellective from 1 April 2005 which has aince been withdrawn. Public benefit Independent Examiner The Trustees confirm that in planning their activities lor thè yèar, thèy have taken duè regard lo the guidance published by the Charity Commission on public benefit and thère is clèar benèlil reflected in the programmes run by the Charity. M Proctor FCA DChA ol Lovewell Blake LLP was appointed as independent examiner during the yèar and a resolution to reappoint him will be proposed in the ensuirlg year. The Trustees, Report was approved by the Board and signed on Iheir behalf by. True and Fair Override The accounts Ilinancial slatemenlsl have been prepared lo give a 'lrue and lair, view and have departed from the Charities IAccounts and Reports) Regulations 2008 only lo the exlenl required lo provide a 'lrue and lair view,. This departure has involved Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic ol Ireland IFRS1021 issued in October 2019 rather than the AccoLJnling and Malcom Jones Chairman ol the Board of Trustees Dale.. 161812023 Page | 16
SEND unlocked Annual Report 2022 Trustee Annual Report cont. Period Ending 31 October 2022 The trustees present their report and the unaudited financial slalemenls of the charity lor the period ended 31 October 2022. The financial slalemenls have been prepared in accordance with the accounting policies sel OLJI in notes lo the accounts and comply with the charity's governing document, the Charities Act 2011 and Accounting and Reporting by Charities.. Statement ol Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Slandard applicable in the UK and Republic ol Ireland published in October 2019. Reference and Administrative Details Registered charity name SEND unlocked Charity registration number 1192229 Principal office 26 Albert Street Holt Norfolk NR25 6HY The trust88S The trustees who served during the period and at the date of approval were as follows.. Mr M Jones (Chairl Mr M Moxon (Chair- resignation confirmed 27 March 20231 Mrs S Jamieson Iresignalion confirmed 27 March 20231 Dr F Carler lappoinled 27 March 20231 Mr J Hassam lappoinled 27 March 20231 Ms A Bedford lappoinled 27 March 20231 Mr D Burton lappoinled 27 March 20231 Independent examiner Mark Proctor FCA DChA Lovewell Blake LLP Chartered accountants Bankside 300 Peachman Way Broadland Business Park Norwich NF17 OLB Bankers Barclays Bank PLC Barclayg Banking Leicester LE87 2BB Page | 17
SEND unlocked Annual Report 2022 Independent Examiner's Report Period Ending 31 October 2022 SEND Unlocked Independent examiner's report to the trustees of SEND Unlocked Year ended 31 October 2022 I report lo the chanty trustees on my exarninatson of the financial Statements of the charity for the year ended 31 Octolr2o22 which compti5e the statement of financial actsvilies, ststemenl of financial posrtion and Iht relat AOItrS. Responslbllmés and basls of rnport A5 the charity's tTUStees you are responsitAe for the preparabon of the financial statements In accardance wlh Ihs rsquirsmènts of thè Chanliss Act 3)11 1'thÉ Acl'l. I report In reset of my exarninalion of the chafrty's financial stalernents carried out under seetion 145 of the Act and In carrying out my examination I have folIced all the applicable DirecbDns given by the Charity Commission underseclion 145lSllbl ol the Act Independent examineV5 Statement I havp cDtnpleTrd Tny examinion I confirm ihai m9al matte[5 have tD my In connection with the examination giving me cause to believe that In any matenal respect a¢¢ounting tsrs wore not kept In respect of tho ¢haniy as requir0d by S10 130 of the Actr. the financial statements do not accord wth those records, or the financial 5taletnents do not comply with the applicable requirements Con[ningthe form and conttrni of accounts sot out in thtr Charitiès IA¢counts and Roportsi Regul8ti¢ns 2W8 otherlhan any tpquirernent that the accounts give a Irue and fairf wew which is not a matter con5ithred as part of an indspèndsnl èxamination. I have no concems and ha Come across no other matters In connectyon wth the examination to vthich attsnbon should b& drawn In this rewrt In order lo ensbk a prOr under$t8nding of th$ accounts to tts reached Your attention is drawn to the fact that the Charity has prered the accounts (financial statements) in accor¢¥ wth A¢¢ouniiny and Rtrorting ty Ch3ntis Statomoni of Ro¢ommendod Pra¢b¢tr appli¢able 10 ¢h¥trtlP5 wep¥riTrg their ?ccounts In acGordance with thè Fin8ncial Reporting Stand¥rd applic¥Ue In the UK and Republic of Ireland IFRS 1021 in preference lo the AecDunling and Reporhng by Charities Statement of Recommended Practsce Issued on 1 April 2(8 which is refetred lo in the extant regulations but ha5 Sln been withdrawn l understand that this has LEen done In or&rforthe acwuntsto prowde a twe and fair wew In aOrdanCe Ih the Generally Ac¢errttrd A¢counting Pract6 errecknve for rewrtiny riodS t*ginning on or thr 1 January 2015 Mark Pro¢tor FCA DChA Independent Examiner Lovowell Blako LLP Chartered accountants Bankside 300 Peachman Way Broadland Business Park Nowch NR7 OLB 1710812023 Page | 18
SEND unlocked Annual Report 2022 SEND Unlocked statement of financial activities Year ended 31 October 2022 2022 2021 Unr8slrict8d funds Reslrictsd funds Tolal fvnds Totsl funds Income and endowrnEnts Donations and18gacies 47,924 47,924 5,000 5.000 52,924 52,924 59,798 59,798 Total income Expendiluro Charitable acbvrties 65,737 5.000 70,737 38,590 Total expendlture 65,737 5,000 70,737 38,590 Net lexpenditureyincornE and net movement in funds 117.8131 21,208 Re¢on¢llSallon olfunds Total funts brought forward 21,208 21,208 Total funds carried forward 3,395 3,395 21,8 The statement of financial activibes includes all gains and losses recognised in the year All income and eXp2ndrtu derive from conbnuing acmies. The notes on pages 21 to 26 fr*rm part of these financial statements. Page | 19
SEND unlocked Annual Report 2022 SEND Unlocked Statement of flnanclal posltlon 31 October 2022 2022 21 Note Current as8et8 Debtcfs Cath at bank and in hand 6.773 991 4.839 19.938 24,777 7,764 Credltor8'. 0nts falllng du8 wlthln orn yr io 14,3691 3,ffi91 Net current a88&ts 21, Total as8ets1088 current liabilitlO8 21,208 Not a886ts 3,395 21,208 Fund8 ofthe charity unrestrict fvnds 3,395 21,208 21,208 Total Crty fut)J8 12 3,395 These financlal stat&nents were approved by the tK)ard of trustees aThJ aUtt)(S f(* issue c . and are agned cn bthdf of the board by. Mr M Jone5 (Chairl Trustee The notes on pages 21 to 261orm part of thes?firnThcial statem8Tht& Page | 20
SEND unlocked Annual Report 2022 SEND Unlocked Notes to the financial statements Year ended 31 October 2022 General information The chanty is a wblic tnefit entity and a rggistered charrty in England and Wale5 and is unincorwraied The a¢kJress of the principal office is 26 bert strÈet, Holt, Norfolk. NR25 6HY. statemEntof compliance The charity constitutes a public benefit entity as defined by FRS 1D2. The fin8ncial 5ts1omonts have bÈèn prépargd In accordancè with Accounting and Rswrting by Ch2ritigs St2tém&nt of Recotnmended Practice aPIcable to charities weparing their aGcDunts In accordance with the Financi81 Reporting Standard appliGable In the UK and Republic of Ireland Issued In October 2019, the Financial Rewrting Standard aFplieable In the United Kingthm and Republic of Ireland (FR$ 1021. the Chantiès Act 2011 and UK Generally Acceptèd Accounting Practice The financial statements have been prepared to gwe a 'true and fairf wew and have departed from the Chanties IAccounts and Reports) Regulations 2008 only to the extent required to provide a Irue and f3ir wew. This ertUre h8s Involved following thg Accounting 8nd Rewrting by Charities- Stslm$nt of Recotnmended PTactice applicable to charrtie5 preparing their accounts In accordance with the Financial Rewrting Standard applicablp In the UK and ReputAic of Ireland Issued In ort0kr 2019 rather than the Accounting and Reporting by Charrties." Ststement of Recommended Practice effective from 1 Apnl 2W5 which has since been Mlhdr8wn Accounting policies Basis of preparion The financial staiements have been ryepared on a going concern t$1$ under the hiorical cost convBntion. The financial statements are prepared in sterting, which Is the functional Currency of the enbty. and rounded to the near851 £ The financial statements cover the penod 1 November 2021 to 31 Octobpr 2022 The comparatives cover the p2riod 9 N0vemtr 20X to 31 Octob2r 2021. olng ¢on¢•rn The Board of Trustee5 ha5 considered the ability of the Chanty to continue a5 a gDing concem They have reviwd bUets, management accounts and cash flow forecasts for 2022123. and have concluded th8t the Charity will have 8dequats resourcs lo continue operations for the foresgeable future The Trustees anlicipale that additional gtant funding will be seGured in 2022123, and will C8refully man8ge expgndilur wrthin th8 limits of the funds available. Fund accounling Unrestricted fun(ts are 8vail8ble for use at the discretion of the trus18es to futther any of the charity's purposes Restncted funds are subiected to restricbons on their expendrture declared by the donor or through the terms of an ap81. and fall Into onè of two sub-Glasses. re5tncted InGome funds or endowment funds Page | 21
SEND unlocked Annual Report 2022 SEND Unlocked Notes to the financial statements (conttJKrtd) Year ended 31 October 2022 Accounting policies [coJttthu8dl Income All Income is included in the statement of financial a¢tivrties when enliuement has paed to the charty, it is probable that the economic benefits associated with the transaction will flow lo the charity and the amount can reliably me8sured. The followng sp8cific policies are applied lo particular categones of income.. Incotne recpived by way Df donatlOn5. legacie5, grants and gfft5 Is Included In full in thÈ Statement of Financial ArtNities when rpcewable Income from donatgd goo(ts is measured at the fairvalug of the wods unless this Is impractical to measure reliably, In which case thp value 15 derived from the cost to the donor or the estimated resale value. Oon8ted facilities and services are recognised In the accounts when received rfthe v8lue can be reliably measured. No amounts are Included for the contnbution of genèral volunteÈts. expenditure Expenditure Is COgnised on an 8ccnJals basis as a liaknlify Is inCUrd Expenditure includes anyVAT vthich cannot be fully recovered. and Is classified under headings of the statement of financi81 8¢tivities lo which il relates-. expenditure on raising funds includ* thè costs of all fundraising actiwilies, events, non-charitable trading acbvitEs. and the sale of donated goods. axpenditure on charitae ac1wite5 Includes all ctsts Incurred by 8 charty in undertakino acliwlie5 thél further its charitsble élm5 for thp kEnefrt Df its bpnefiBi&rie5, Including thD5e sUprt costs and costs relating to the govemance Df the chanty atportioned lo chatrtable All wsts are alloc8ted to expenditure tslegones reflecting the use of the resource. Direct costs attnbuiablÈ to a single acbvity are allocated dirÈciiy 10 thai actiwly. Shared costs are apwrtionèd between the 8¢tivrties they contribute to on a reasonable. justifiable and consistent basis. Debtors and ¢redltors recelvable I payable wlthln one year Oebtor5 and creditors with no slated Interest rate and recewable or payable within one year are recorded at transaction price Any losses ansing frotn itnpairtnenl are reGogn15ed In exppnditure ¢a5h at bank Cash It ténk and cash In hand Includes cash and short 18rm highly liquid InVlMeThts with a short fflalunty of three months or less. Page | 22
SEND unlocked Annual Report 2022 SEND Unlocked Notes to the financial statements (ConttlKJ Year ended 31 October 2022 Accountlng pollcles [coJrtthu8dl Defined contribution plans Conlribjtsons to defined contributn plans are recognised as an exrense In the pariod In which th& related SerCe Is Pded Prepaid contritxjtsons are rewgnised as an asset to the extent that the preYMent will lead lo a reduction in future paymgnls or a cash refund. When contnbutions are not excted to be 5ettted wholly wrthin 12 months ofthe end of the rewrting date in which the emtry+*$ render the related seNice, the Iiahlity Is measured on 8 discounted present Walue basis The unwindino of the discount is recognised as an expènse In the pèriod In which It an5es Donatknns ant1 leuacles UntPslncted Funds Restrictpd TDlal Funds Funds 2022 Donatlons Donations Donated Services Gift aid 2.19D 30.463 271 2,190 30,463 271 Gifts Grants Grants 15.000 s,0 s,000 20,(QO 52,924 47.924 Unrgstncted Funds Restricted Totsl Fund5 Funds 2021 Donations Donations Donated services Gift aid 12,243 13,440 1.065 12,243 13,440 1,(5 Gift5 Gifts 1.500 1,500 Grants Grants 31.55D 31,550 59.798 59,798 Page | 23
SEND unlocked Annual Report 2022 SEND Unlocked Notes to the financial statements (ConttlKJ Year ended 31 October 2022 Expendlture on charitable activitlES byfund typE Unrgslrictsd Funds Restricted Totsl Funds Funds 2022 Wages and salaries Comwter costs Telephone and broadband Payroll charges Travel and subsistence Athertising and promobon Pnnling, postage and stationery IT dpvelopmenl fees PayPal charges Sundry expens GovemanGe G05ts 36.502 3,816 770 1.090 36,502 8,816 770 1,090 5,000 408 Y2.100 4Q8 22,100 91 960 91 65.737 5,WO 70,737 Unraslncted Funds Restricted Total Funds Funds 2021 Wages and salaries Computer costs Telephone and Oadband Payroll charggs Travel and subsistence Adwertising and promotion Prinbng, wstage and stationery IT dpvelopmenl fees PayPal charges Sundry expenses Governantre costs 20,832 1,180 1.047 530 20,832 1,180 1,047 530 191 467 13.440 44 467 13,440 44 840 38.590 38,590 Anatysls of yo¥ernam¢e costs Unrestricted Totsl Fund5 Funds 2021 Independent examination Independ¢nt examination fees 2022 2021 Fees payaNe to the indppendentexaminer for IndetEndent examination of the financial statefflents Page | 24
SEND unlocked Annual Report 2022 SEND Unlocked Notes to the financial statements (ConttlKJ Year ended 31 October 2022 staff costs The total staff costs and gmploy8e benefrt5 forthg rgtQTting pgriod arg analysgd as follow5 2022 2021 Wages and salaries Social secunty costs Employer contnbulions to pension FAans 33,632 2,424 446 20,832 36,5Q2 20,2 The avarage head count of èmployees riThg the ye8rw8s 2 12021. 11. No employeo received employee benefits of more than £60.OLKI during the year12021' Nill. Xey Manayement Personnel Thg total amount paid lo key management pellsonnel in the yearamounted to £27.7Q). Trnstse remuneratlon and expenses No trustee has [ecerd remuneration or expense5 thring the ppnod. DebtOFS 2022 2021 Prepayments and accrued income 6,773 4,839 10. CredilDrs= Amounts falling due within one year 2022 2021 Trade codito Accruals and deferr Income Social security and othertsxes 486 1,020 2,863 900 2,669 4,369 3,569 11. Penslons and other post r•tlrement beneflt8 Defined contributbDn plans The amount recognised In Income or expendrture as an eXnSe in relation to defined contribution plans was £44612021. £Nill. Page | 25
SEND unlocked Annual Report 2022 SEND Unlocked Notes to the financial statements (ConttlKJ Year ended 31 October 2022 12. Anaty5is of chatllable fund5 Llnrestricted funds At1 November At31 Transfers October 2022 2021 Income Expenditure General Funds 21,208 47,924 165.7371 3,395 At9 November At31 Transfers October 2021 2020 Incoffle Expenditurg General Funds 59,798 138.5901 21,208 Restrkted funds At1 November At31 Transfers October 2022 2021 Income Expenditure The Mer¢ers Compny 5,000 15.CM)01 A grant was teNed from The MereÈts Company lowdrds access. secuiity and safeguarthng of thÈ SEND directory. 13. Anatysls of netassets betsveen funds Unrestricted Totral Funds Funds 2022 Current assets Creditors less than 1 year Net assets 7,764 14,3691 3,395 7,764 14.3691 3,395 Unrestncted Total Funds Funds 2021 Current assets Creditors le55 than 1 year Net assets 24,777 13,5691 21,208 24,777 13.5691 21,208 14. Related yartiE5 During the year, a loan to the chanly was made by Mr M iloxon, a trustee of the ch8rty until 27 MarGh 2023, of £2,000 The loan wa5 repaid by the charity during thp year No interpst was Charg to Ihe trharity by Mr Moxon Page | 26
SEND unlocked Annual Report 2022
Thank you!
SEND unlocked would like to thank every donor, supporter, volunteer, company and Trust or Foundation that supported our Charity in 2022.
We appreciate every one of you.
Although we are not able to thank everyone individually, we would like to give special thanks to the following organisations for their generous support.
Stephen Gordon Catto Charitable Trust
The Worshipful Company of Mercers
Aung Htet
Bonce PR
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SEND unlocked Annual Report 2022
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SEND unlocked is registered as a charity in England and Wales. UK Charity Commission Registration no: 1192229
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