Invictus Wellbeing Foundation CIO
Charity number 1193094
Annual Report and Financial Statements
for the year ended 31 March 2025
INVICTUS
well-being

Invictus Wellbeing Foundation CIO
Annual Report and Financial Statements
for the year ended 31 March 2025
Contents
Page
Trustees, report
2to6
Examinerfs report
Statement of financial activities
Balance sheet
Statement of cash flows
10
Notes lo the accounts
11 to 19

Invictus Wellbeing Foundation CIO
Trustees. report for the year ended 31 March 2025
Rofgrgncg and administrativg dgtails of thg charity, its trust90$ and advisors
The Iruslees during the financial year and up to and including the date the report was approved were..
Name
Posltlon
Dates
Alexander Bery
Chairman
Jeremy Hall
Mark Pearson
Benjamin Heavyside
Sophie Varley
Elizabeth Lee
Maryanne Loiacono
Keira Tynan
Treasurer
Appointed June 2024
Appointed November 2024
Charity number
1193094
Registered in England and Wales
Registered and principal address
offi￿ Suite E323
E Mill
Dean Clough
Halifax
HX3 SAX
Bankers
Lloyds Bank plc
1 Legg Street
Chelmsford
CM1 1JS
Independent examiner
Alan Dodd FCCA
West Yorkshire Community Accountancy Service CIO
Stringer House
34 Lupton Street
Leeds
LS10 2QW
Structure, governance and management
The charity is a Charitable Incorporated Organisalion ICIOI foundation formed on 13 January 2021 and
is govemed by a conslitulion.
Method of recruitment and appointment of trustees
The trustees of the charily are appointed by the Iruslees al a duly convened meeting.

Invictus Wellbeing Foundation CIO
Trustees. report (continued) for the year ended 31 March 2025
Objgctivgs and activities
The charity's objects
For the public benefit, to relieve the needs of young people in Yorkshire affected by. or at risk of developing,
poor mental health, in particular, but not exclusively by..
Al Working with specialist agencies and mental health professionals to provide counselling and related
mental health support.,
Bl Raising awareness and providing infomialion to people within the community about mental health illnesses
and ways to maintain good mentsl health.
Public benefit statement
In selling our objectives and planning our activities our Trustees have given serious consideration lo the Charity
Commission's general guidance on public benefit and in particular the preservation, protection and
enhancement of good mental health of young people in Yorkshire.
Achievements and pgrformancg
The BREW Project
The Brew Project, our flagship Servi￿ throughout Wesl Yorkshire. continues lo receive a growing amount of
referrals {nearing 1,000 per annuml. Children and young people across the area are offered person-cenlred,
timely and accessible mentsl health and wellbeing support. We reliably deliver hundreds of 1-2-1 sessions
alongside our new initiative, Thrive Approach. Thrive Approach is a blended 1-2-1 and group intervention which
predominantly encourages peer support amongst children and young people presenting with similar Concerns
and issues. Through capturing feedback from parenlslcarers, young people and professionals we consistently
receive amazing narrative around how vital and effective this service provision continues lo be. This is also
underpinned and evidenced by utilising clinical outcome scoring where we can monitor and document the
improvement in wellbeing over a 6-8 week period for young people - on average an increase of 18.5 /0.
Transition Support Servlce (TSSI
The Transition Support Service began as a pilot in April 2022 and has been a resounding success ever since.
The project aligned with the NHS Long Term Plan strategy in ensuring there is comprehensive support for
young people aged 1&25, supporting young people in their transition into adulthood. The project has
established itself as a strong wraparound support project and supports nearly 250 young people per annum
through counselling, support and activities. The service was made recurrent from 2023. Support with TSS is
person-centred, whereby the professional relationship dynamic is largely led by the young people, and therefore
is bespoke lo each individual.
Step Ahead (underthe TSS)
The Slep Ahead project was a 16-week programme funded by the government aiming to support young people
to access work andlor educalionltraining. It focused on a holistic approach lo reducing and removing identified
barriers that young people are facing, preventing them from engaging in work andlor educationllraining. Invictus
supported the reduction and removal of these barriers through offering weekly 1..1 support sessions and
workshops tailored to address issues identified by the young people engaging with the project. Each young
person was expected to attend a workshop once a week to inform and educate them on several relevant topics
such as interview techniques, confidence building and lime management. Participants also had the opportunity
to take part in the social action project, which offered a day of voluntary work experience in the community, in
addition to a 20 hours work experience placement each, which they were able to pul use on their CV'S. A lol of
the young people who participated in this project went on to receive job and college offers duringlafler the
project completion,. upon completion, each young person received a certificate and a personalised letter of
recommendation.

Invictus Wellbeing Foundation CIO
Trustees. report (continued) for the year ended 31 March 2025
A¢hi9vements and pgrformancg {continugd)
Kirklees Waiting List Initiative (Thriving KlrkleeslKlrklees Keep In Mlndl
In 2023 we began supporting South Vvest Yorkshire Partnership NHS Foundation Trust with their Child and
Adolescent Mental Health Service ICAMHSI wailing list, in partnership with Northpoint. We received 261
referrals lo deliver 1..1 support lo and we maintsined an average attendance rale of 96 % throughout the project.
Delivered through a combination of wellbeing and therapeutic inlervenlions, the Kirklees Waiting List initiative
saw young people's emotional and mental wellboing clinically improve by 25 /0 over al least 4 sessions with one
of our practitioners. We ensured the pmject was young person led by offering a choice of in-person, online or
telephone sessions,. furthermore, due to the expanse of the Kirklees landscape, we ensured that the sessions
were accessible through offering sessions in school, in community venues and ulilising our Bradford and
Calderdale offices where appropriate
Try High Holiday Club
Now in its fifth year, Try High has continued lo expand in 2025, delivered through the national Holiday Activities
and Food (HAF} funded programme. Working in close partnership with Calder Community Squash and Halifax
Panthers, we've delivered thousands of high quality sessions designed to support children and young people
eligible for free school meals across Calderdale.
Over the course of the year, we engaged more than 400 children from Park Town, Warley, Illingworth,
Mixenden, and Ovenden wards. Through a varied and inclusive programme, we offered a wide range of sports,
creative workshops, wellbeing sessions, and enriching activities - helping children to stay active, build
confidence, explore new interests, and have fun in a safe and supportive environment.
Thrive Holiday Club
Thrive holiday club has been running since 2023 through the Holiday Artivities and Food {HAFI funded
programme and Feeding Britain. Alowing children to access holiday clubs during Winter, Spring and Summer
school holidays. Our staff team is made up of trained practitioners, youth workers and we host a number of
childcare students who volunteer their lime. Each club has a mental wellbeing theme running through the week
and activities are planned around health and wellbeing. These have included a day trip to Ogden Water,
workshops in dance, British sign language, martial arts, mindfulness, yoga, music and sports.
Liaison & Diversion
Throughout the year we have built on our Liaison & Diversion servi￿, continuing lo work across West Yorkshire
in the Bradford, Kirklees and Leeds areas delivering emotional health, wellbeing and complex mental health
support lo high risk children and young people who have been involved in the criminal justice system.
Working collaboratively alongside S￿la1 care, school safeguarding teams, early action, neighbourhood policing
teams and youth engagement teams, we have delivered 138 interventions and successfully achieved a 910/
attendance rate, resulting in an overall 15010 increase in wellbeing measures.
COPE
The COPE program is our specialised bereavement intetvention which can be delivered as a group or as 1-2-1
support lo KS2 and KS3 young people. This program is delivered age appropriately and sensitively wth an
emphasis on understanding the grieving process and looking at positive and calming coping strategies
alongside gently encouraging peer support amongst groups. The demand for this provision is steady, during this
year we have delivered four group cohorts and facililaled nearly one hundred 1-2-1 sessions. Young people
have given consistently good feedback on how much this support has helped and given them knowledge to
COPE. The Clinical outcome scoring shows that young people's mental health and wellbeing improvement after
this intervention has increased, on average, by 1901..
Children In Need
Last year, we received the wonderful news that BBC Children in Need would be supporting us over the next
three years. This funding has proven invaluable, allowing us to invest in the development of our financial
governance, youth voice and influence work and data, impact and reporting. This has allowed us lo become
more financially resilient, secure further key contracts and be able lo report on our impact as a charity. We look
forward lo continuing this work in 25126 and applying for BACP service accreditation.

Invictus Wellbeing Foundation CIO
Trustees. report (continued) for the year ended 31 March 2025
A¢hi9vements and pgrformancg {continugd)
Fundraising and Donations
Over the past 12 months, Invictus Wellbeing has significantly increased ils fundraising and community
engagement efforts in celebration of our 10th year as a charity. We have been proud to partner with individuals
and groups who have chosen lo fundraise on our behalf, exploring creative and inclusive ways lo connect with
families and raise awareness of our mission.
One of our key highlights was the success of our 2024 Family Fun Day, which brought together a record
number of families and marked a positive step forward in community participation. Building on this momentum,
we introduced regular monthly fundraising events tailored lo the seasons and our wellbeing mission. These
included a Halloween disco, a Mental Health Christmas Tree campaign, where supporters could sponsor a
bauble in memory of a loved one and a festive Christmas Market.
In February, we launched our #BluesomeGood campaign during Children's Mental Health Week. visiting
schools across Bradford and Calderdale to raise awareness and offer support. Spring saw the introduction of a
prom donation inilialive, where donated outtits were resold al affordable prices lo support families and promote
sustainability.
Youth Leadgrs
Our first Youth Advisory Board was established this year, aiming lo ensure a strong youth voice throughout key
decision making wlhin our organisation through consultation and engagement. Our Youth Leaders have been a
continuously highly motivated group of young people, who joined us as volunteers. Vve are immensely proud
that a core group has remained with us for three years providing many hours of valuable time to support our
organisalion and its vision. They have been involved in all aspects of the organisalions running, such as
volunteering at fundraising events and holiday clubs, supporting community engagement, consulting on new
policies and prO￿dureS and direct involvement in the recruitment of new staff. They continue lo ensure that our
practice and services remain young person led.
Plans for future periods
Inviclus Wellbeing has had another strong developmental year securing our first permanent contract wthin
Calderdale and being awarded sizeable contracts in Bradford and Kirklees. Mobilisalion of these two contracts
has been extremely exciting enabling us to embed our excellent reputation in Bradford and widen our scope in
Kirklees. These contracts have also meant we are able lo secure staffing levels and recruit a number of new
diverse staff.
As mentioned in last yearfs accounts regarding new headquarters in Calderdale, we are well on the way lo
fin81ising these plans. With our growing team this is now even more of a priority for the charity as a central base
means teams are able lo work collaboratively alongside each other and consolidate best pradice efficiently. We
are in the process of looking for an office in Kirklees for the Social Prescribing team lo work from, this is looking
promising in Huddersfield and negotiations are underway.
We will continue to strive for our charity lo become more sustainable by securing long term contracts and
grants to offer our staff the permanent contracts they deserve. Fundraising throLJgh community engagement,
supporting businesses and utilising the power of social media is an ongoing focus point , we h8ve had a
dedicated Fundraising Manager this year to further this development.
We are always looking to enrich youth voices within our charity and have, this year, launched our Youth
Advisory Board. A young person from this initiative regularly attends Trustee meetings to give a young person's
viewpoint.
Our CEO stsles thal we aim lo continue developing our partnerships and our workforce, ultimately supporting
more and more young people.

Invictus Wellbeing Foundation CIO
Trustees. report (continued) for the year ended 31 March 2025
Financial rovigw
The net expenditure for the year was £27,395, including net expenditure of £14,672 on unrestricted funds and
net expenditure of £12,723 on reslricled funds.
Reserves policy
The charills free reserves 8t the year end were £1,004.
The trustees will aim lo maintain a minimum reserve of £83,000 lo cover estimated costs in the event of closLJre
(redundancy payments, lease terminations and legal and professional fees). This amount will be reviewed
annually.
The current resetves are well below the minimum level and this has been identified as a significant risk and
concern by the board. The current Chief Executive Officer and Senior Leadership team have, however, agreed
steps lo increase these reserves and have secured significant contracts and funding for the next financial year.
One of the aims of the next financial year is lo build up the level of free reserves.
This will be possible due to us..
having agreed a number of unrestricted contracts for 25126 which will support som8 of our unrestricted costs.,
continued unrestricted core cost funding from BBC Children in Need lasting for two more years.,
being a growing charity and expecting our income lo grow significantly over the next financial year, allowing
more finances to flow lo unrestricted costs.,
requesting significant increases to our current contracts and other funders lo reflect inflation and the cost of
living crisis and
freezinglreducing the core costs of the organisation lin real terms i.e. in line with inflalionl.
Going Concern Statement
Al the time of signing these accounts the charity the Iruslees have assessed the ch8rily s ability to continue for
al least 12 months from the dale that the accounts are approved and Conclude that no material uncertainties
exist that cast significant doubt on the charity's ability to continue as a going concern.
Approved by the board of trustees on 2611112025
Alex Berry (Trustee}

Invictus Wellbeing Foundation CIO
Independent examinerfs report to the trustees of Invictus Wellbeing
Foundation CIO
I report lo the charity trustees on my examination of the accounts of the CIO for the year ended 31 March
2025, which are sel out on pages 8 to 19.
Responsibilities and basis of report
As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with
the requirements of the Charities Act 2011 I'the ACVI.
I report in respect of my examination of the CIO'S accounts as carried out under section 145 of the 2011 Act.
In carrying out my examination I have followed all the applicable Directions given by the Charity Commission
under section 14515llbl of the Act.
Independent examlnerfs statement
Since the CIO'S gross income exceeded £250,000 your examiner musl be a fellow of a body listed in section
145 of the 2011 Act.
I confirm that l am qualified lo undertake the examination because l am a fellow of FCCA which is one of the
listed bodies.
I have completed my examination. I confirm that no material matters have come lo my attention in connection
with the examination giving me cause to believe that in any material respect..
1 accounting records were not kept in respect of the charity as required by section 130 of the Charities Act.,
2 the accounts do not accord with those records., or
3 the accounts do not comply with the applicable requirements Con￿rning the form and content of accounts
sel out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the
accounts give a 'lrue and fair view, which is not a matter considered as part of an independent
examination.
I have no Gon￿mS and have come across no other mallers in connection with the examination to which
attention should be drawn in this report in order to enable a proper understanding of the accounts to be
reached.
Alan D(￿d FCCA
2611112025
West Yorkshire Community Accountancy Service CIO
stringer House
34 Luplon Street
Leeds
LS10 2QW

Invictus Wellbeing Foundation CIO
Statement of Financial Activities
(including summary income and expenditure account)
for the year ended 31 March 2025
Notes
2025
Unrestricted
funds
2025
Reslricled
funds
2025
Total
funds
2024
Total
funds
Income from:
Donations
Charitsble activities
Fundraising
Total income
36,423
501,959
15,445
553,827
36,423
656,603
15,445
708,471
60,974
489,739
9,682
560,395
154,644
154,644
Expenditure on-
Charitable activities
Total oxpenditure
Net lexpenditurel
568,499
568,499
114,6721
167,367
167,367
112,7231
735,866
735,866
127,3951
655,484
655,484
195,0891
Fund balances brought fonNard
Fund balances carried fonvard
15,676
1,004
52,486
39,763
68,162
40,767
163,251
68,162
All incoming resources and resources expended derive from continuing activities.

Invictus Wellbeing Foundation CIO
Balance sheet
as at 31 March 2025
2025
Urbreslricled
2025
Reslricled
2025
Total
2024
Total
Current assets
Debtors and prepayments
Cash al bank and in hand
Total current assets
15.907
1,510
14,397
4,450
47,496
51,946
20,357
45,986
66,343
27,766
45,956
73,722
Current liabilities:
amounts falling due within one year
Creditors and accruals
Total current liabilities
13,393
13,393
12,183
12,183
25,576
25,576
5.560
5,560
Net current assets
1,004
39,763
40,767
68,162
Net assets
1,004
39,763
40,767
68,162
Funds
Unrestricted funds
Reslricled funds
Total funds
1.004
1,004
39,763
40,767
15.676
52,486
68,162
39,763
39,763
1,004
The financial slalements were approved by the board of trustees on 2611112025
Alex Berry (Trusteel

Invictus Wellbeing Foundation CIO
Statement of cash flows
for the year ended 31 March 2025
2025
Total
funds
2024
Total
funds
Cash flows from operating activities-
Net cash provided by {used inl operating activities
30
94,578
Change in cash and cash equivalents in the reporting period
Cash and cash equivalents al the beginning of the reporting peri(
Cash and cash equivalents at the end of the reporting period
30
45,956
45,986
{94,5781
140,534
45,956
Reconciliation of net movement in funds to net cash flow
from operating activities
2025
2024
Nel movement in funds for the reporting period las per the
slalement of financial acliviliesl
Adjustments for..
{Increasel I decrease in debtors
Increase l (decrease) in creditors
Net cash provided by {used inl operating activities
127,3951
195,0891
7,409
20,016
11,2781
1,789
94,578
Analysis of cash and cash equivalents
2025
2024
Cash in hand
Noti￿ deposits {less than 30 days)
Total cash and cash equlvalents
89
45,897
45,986
103
45,853
45,956
10

Invictus Wellbeing Foundation CIO
Notes to the accounts
for the year ended 31 March 2025
1 Accounting policies
Basis of accounting
These 8ccounls have been prepared under the historical cost convention wth items recognised at cost
or transaction value unless otherwise slated in the relevant notelsl lo these accounts. The financial
slalements have been prepared in accordance with the Stslemenl of Recommended Practice..
Accounting and Reporting by Charities preparing their accoLJnts in aecordance with the Financial
Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffeclive 1 January 20191
and wth the Charities Act 2011.
The charity conslitules a public benefit entity as defined by FRS 102.
There has been no change to the accounting policies since last year.
No changes have been made lo the accounts for previous years.
Going concem
The Iruslees are satisfied that there are no material uncertainties about the charills ability to continue.
Incoming resources
All incoming resources are included in the Statement of Financial Activities ISOFAI when the charity
becomes entitled to the resources, if il is more likely than not that the Iruslees wll receive the resources
and the monetary value can be measured with sufficient reliability.
Grants and donatlons
Grants and donations are only included in the SOFA when the charity has unconditional enlillemenl to
the resources.
Where grants are related lo performance and specific deliverables, they are accounted for as the charity
earns the right to consideration by its performance.
Donated assets, facilities or services are valued al their estimated value lo the charity. This is the price
that the charity eslimales il would pay in the open market for equivalent items., or services and facilities
of equivalent utility lo the charity.
Expenditure and liabilities
Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where il
is more likely than not that there is a legal or constructive obligation commilling the charity to pay out the
resources and the amount of the obligation can be measured with reasonable certainty.
Taxation
As a charity the organisalion benefits from rates relief and is generally exempl from income tax and
capital gains tax bul not from VAT. Irrecoverable VAT is included in the cost of those items lo which il
relates.
Tangible fixed assets
Tangible fixed assets costing more than £1,000 are capitalised and included at cost including any
incidental expenses of acquisition. Gifted assets are shown at the value lo the Charity on re￿ipl.
Depreciation is provided on all tangible fixed assets al rates calculated lo write off the cost on a straight
line basis over their expected useful economic lives as follows..
Project and office equipment.. over 5 years
Computer equipment.. over 3 years
Pensions
Th8 charity operates a defined contribution scheme for the benefit of its employees. The costs of
contributions are recognised in the year they are payable.
11

Invictus Wellbeing Foundation CIO
Notes to the accounts
for the year ended 31 March 2025
1 Accounting policies continued
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general
objectives of the charity.
Reslricled funds are subjected lo restrictions on their expenditure imposed by the donor or through the
terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
Leases
Rents under operating leases are charged on a straight line basis over the lease term or to an earlier
dale if the lease can be determined without financial penalty.
12

Invictus Wellbeing Foundation CIO
Notes to the accounts continued
for the year ended 31 March 2025
2 Donations
2025
Unrestricted
funds
2025
Restricted
fLJnds
2025
Total
funds
2024
Total
funds
ICCM Calderdale Borough Council
Invictus Wellbeing Services CIC
Next PLC
Crossley Scott
Hargreaves Foundry
Sheard Packaging
Harveys of Halifax
La Redoule
Pearl Dental
General donations
14,000
10,176
6,000
9,762
2,710
6,113
668
3,850
7,110
2215
3655
5101
13,824
36,423
668
3,850
7,110
2,215
3,655
5,101
13,824
36,423
12,213
60,974
3 Charitable activities incomo
2025
Unrestricted
fLJnds
2025
Restricted
fLJnds
2025
Total
funds
2024
Total
funds
Grants for charitable activities
Affinity Care
BBC Children in Need
Bauer Media's Cash for Kids
Calderdale MBC
City of Bradford MDC
Community Foundation for Calderdale ICFFCI
Co-op Foundation
Feeding Britain
Groundwork UK
North Halifax Ward Forum
Sir George Martin Trust
Charlie Waller Trust
The Henry Smith Charity
The National Lottery Community Fund
The Pilgrim Trust
Wesl Yorkshire Integrated Care Board
Yorkshire Building Society
Contract income
Rental income
Support Servi￿ income
Other income
2,160
14,980
2,112
2,160
14,980
2,112
1,422
20,796
16,252
63,124
749
19,398
30,924
19,398
30,924
500
4,200
20,000
500
4,200
20,000
625
500
3,333
6,600
1,220
20,000
33,050
6,600
1,220
20,000
33,050
10,000
48,800
2,000
273,510
2,520
44,960
1,148
489,739
439,642
25
59,137
2,655
501,959
439,642
25
59,137
2,655
656,603
154,644
13

Invictus Wellbeing Foundation CIO
Notes to the accounts continued
for the year ended 31 March 2025
4 Charitable activities expenditure
Activities
undertaken
directly
2025
Total
cost
2024
Total
cost
Support
costs
Charitable activities
678,626
678,626
57,240
57,240
735,866
735,866
655,484
655,484
4a Support costs
2025
Total
cost
2024
Total
cost
Support Cost type
Management, finance and admin support
Office costs
Human resources
Payroll administration
Memberships and subscriptions
Governance
38,405
12,064
2,153
1,716
1,952
950
57,240
26,124
10,288
1,879
1,404
1,933
810
42,438
4b Charitable activities expenditure detail
2025
Unrestricted
funds
2025
Reslricled
funds
2025
Total
cost
2024
Total
cost
Salaries Nl and pensions
Service user expenditure
Consultancy
Advertising and website
General office expenses
Legal and professional fees
Office equipment, computers and furniture
Printing, postage and stationery
Media and marketing
Telephone and mobile
14c)
430,415
45,043
15,987
528
913
5,487
2,246
2,696
1,650
5,591
104,886
43,951
3,706
535,301
88,994
19,693
528
913
5,728
2,497
3,043
1,650
5,701
449,769
95,736
21,468
789
1,222
5,440
2,863
1,944
3,279
4,741
241
251
347
110
t-I"'Il
Rent and rates
Repairs and renewals
Training
Events
Fundraising expenditure
Travel expenses
Bank charges
Insurance and licenses
Independent examination
Membership and subscriptions
Payroll fees
34,554
886
3,071
758
7,513
3,325
163
1,543
950
1,785
1,716
1,679
11,385
45,939
886
4,572
758
7,513
3,592
163
1,543
950
1,952
1,716
2,172
62
735,866
45,314
622
4,529
1,370
4,744
2,155
133
1,611
810
1,933
1,404
3,262
346
655,484
1,501
267
167
493
62
167,367
Volunteer training and expenses
568,499
14

Invictus Wellbeing Foundation CIO
Notes to the accounts continued
for the year ended 31 March 2025
4c Staff costs and numbers
2025
2024
Gross salaries
Social security costs
Employment allowance
Settlement agreement
Pensions
497,807
33,880
{5.0001
420,542
26,053
{5,0001
1,370
6,804
449,769
8,614
535,301
The average number of employees during the year was 47.3, being an average of 16.9 full time equivalent
12024.. 42.9, 13.7 FTEI. There were no employees wth emoluments above £60,000.
Defined contribution pension scheme
2025
2024
Costs of the scheme to the charity for the year
Amount of any contributions outstanding al the year end
8,614
1,876
6,804
1,399

Invictus Wellbeing Foundation CIO
Notes to the accounts continued
for the year ended 31 March 2025
5 Restricted funds
Balance blf
Incoming
Outgoing
Transfers
Balance clf
CFFC11)
Brew Bradford
City of Bradford MDC11 }
Community Fund
Thrive Approach
COPE
Women in Mind
Slep Ahead
ACCP Bereavement
Cash for Kids
Children in Need
Feeding Britain
CFFC121
Henry Smith
Parent Carer Peer Support
Invictus Rocks
National Lottery
13,469
30,500
1,673
2,416
1,095
3,333
28,424
41,893
30,500
17,101
2,416
1,095
3,333
5,640
20,000
1,461
2,112
7,326
4,200
15,428
33,050
20,000
2,160
2,112
14,980
4,200
2,500
1,220
6,600
3,970
20,000
154,644
27,410
699
7.654
2,500
1,220
6,600
2,470
20,000
167,367
1,500
52,486
39,763
Fund name
CFFC111
Brew Bradford
City of Bradford MDC11 }
Purpose of restriction
For the Try High holiday club
For the delivery of the Brew project across Bradford
For Thrive holiday club activities and food for children accessing free school
meals
For 1-2-1 support and group sessions around mental health and wellbeing
For a group and 1-2-1 initiative to support the Brew Bradford project
For the Cope project providing a bereavement support programme for
young people
To improve the mental health of young women aged between 16 and 25
To support young people to access andlor work, education and training
For specialised bereavement 1-2-1 work
To provide additional support lo the Try High and Thrive Holiday Clubs
To develop financial governance. youth Vol￿ and influence wort( and data
impact and reporting
Support towards food costs for the Try High and Thrive Holiday Clubs
To create 8 video for men's mental health
For a fully funded day out for children from disadvantsged areas
To enable the PCPS trainee to participate in tmining and acquire experience
of supporting parents and carers
For children and young people lo design rocks with inspirational mental
health quotes and designs lo be hidden and discovered as part of Bradford
City of Culture
Towards Brew Bradford
Community Fund
Thrive Approach
COPE
Women in Mind
Slep Ahead
ACCP Bereavement
Cash for Kids
Children in Need
Feeding Britain
CFFC121
Henry Smith
Parent Carer Peer Support
Invictus Rocks
National Lottery
16

Invictus Wellbeing Foundation CIO
Notes to the accounts continued
for the year ended 31 March 2025
6 Debtors and prepayments
2025
2024
Debtors
Prepayments
Other debtors
14.122
6,039
21,513
5,489
764
27,766
20,357
7 Cash at bank and in hand
2025
2024
Cash al bank
Cash in hand
45.897
89
45,853
103
45,986
45,956
8 Creditors and accruals
2025
2024
Creditors
Accruals
Deferred income (see note below for analysis)
Taxation and social security
4,159
950
10,858
9,609
25,576
3,846
810
904
5,560
Deferred income
Deferred lo
next year
Released
from last
year
Golf day income
Grant income
904
10,858
10,858
904
Item name
Reason for deferral
This is for income received in advance for specific activities lo be held in
April 2025.
Grant income

Invictus Wellbeing Foundation CIO
Notes to the accounts continued
for the year ended 31 March 2025
9 Related party transactions
Trustee expenses
No trustee received any expenses during this year or the previous year.
Trustee remuneration and benefits
No trustee received any remuneration or benefit during this or the previous year.
Remuneratlon and beneflts recelved by key management personnel
The total employee benefits received by key management personnel were £45,000 {previous year.. £37,083).
Other transactlons wlth trustees or related partles
2025
2024
Name of trustee
or related party
Relationshlp to
charity
Descrlptlon of transactlon
Director of PIB Insurance
Brokers who provide
combined Insuran￿ lo the
charity
Director of Dean Clough Ltd
who supply office rental and
services lo the charity
Mark Pearson
Trustee
1,392
1,331
Jeremy Hall
Trustee
25,926
25,040
27,318
26,371
10 Operating leases
Expected future minimum lease payrnenls over the remaining life of the
lease, analysed into the period in which the commitment falls due..
2025
2024
Within one year
In the second lo fifth years inclusive
22,948
6,271
29,219
24,520
16,223
40,743
18

Invictus Wellbeing Foundation CIO
Statement of Financial Activities including comparatives for all funds
(including summary income and expenditure account)
for the year ended 31 March 2025
2025
2024
Unrestricted Unrestricted
funds
funds
2025
2024
Restricted Restricted
funds
funds
2025
Total
funds
2024
Total
funds
Income
Donations
Charitable activities
Fundraising
Total income
36,423
501,959
15,445
553,827
60,974
346,059
9,682
416,715
36,423
656,603
15,445
708,471
60,974
489,739
9,682
560,395
154,644
143,680
154,644
143,680
Expenditure
Charitable activities
Total expendilure
Net {expenditure)
Transfers between funds
Net movement in funds
568,499
568,499
{14,672}
477,8A9
477,849
161,1341
26,685
{14,672} 187,8191
167,367
177,635
735,866
655,484
167,367
177,635
735,866
655,484
112,7231 133,9551 127,3951 195,0891
26,685
17,2701 {27,395} 195,0891
112,723)
Fund balances brought forward
Fund balances carried forward
15,676
1,004
103,495
15,676
52,486
39,763
59,756
52,486
68,162
40,767
163,251
68,162
19