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2025-03-31-accounts

BEYOND THE MARGIN Charity number 1194443

Annual Report and Financial Statements For The Year Ended 31st March 2025

BEYOND THE MARGIN
CONTENTS
FOR THE YEAR ENDED 31 MARCH 2024
Chairs Report
3- 7
Income and expenditure account 8
Balance sheet 9
Notes forming part of the financial statements 10
Independent Examiners Report 11

2

Chair’s Report for Beyond The Margin

For the Annual Report and Accounts, Year Ended 31 March 2025

Chair: Mark Howorth

Introduction:

It is my privilege to present this Chair’s Report for Beyond The Margin (BTM) for the year ending 31 March 2025. This year has been one of significant growth, learning, and resilience for our charity, our beneficiaries, and the communities we serve. I am proud to share the progress, challenges, and future direction of BTM, and to acknowledge the dedication of our staff, volunteers, trustees, and supporters.

Governance and Structure:

Beyond The Margin is a Charitable Incorporated Organisation (CIO), registered charity number 1194443, registered addres TFD Youth Hub, Broadstone Way, Bradford, BD4 9BU. Governed by a committed Board of Trustees. As of March 2025, the Board comprised:

None of the trustees or CEO are related or live at the same address. Trustees are appointed at Board meetings and adopt all BTM policies upon appointment. The Board meets regularly to oversee strategy, compliance, risk, and performance, and has strengthened its governance through new trustee appointments, policy reviews, and the development of a risk register.

3

Charitable Objectives

Our objectives remain:

  1. The prevention or relief of poverty in Yorkshire by providing items and services to individuals in need and/or organisations working to prevent or relieve poverty.

  2. The provision of facilities in the interests of social welfare for recreation or other leisure time occupation for individuals in need, with the aim of improving their conditions of life.

The Board confirms compliance with the Charities Act 2006 and the Charity Commission’s guidance on public benefit.

Strategic Progress and Activities:

In September 2024, we created and developed our three-year strategy and vision:

“Where every individual can realise their full potential, free from inequalities or the constraints of trauma and adversity.”

We ensured that the organisation had alignment with the mission:

We are committed to supporting people facing inequalities through delivering community-based interventions that empower, enhance skills, build resilience, improve wellbeing and raise aspirations. We create a nurturing, safe space where healing, growth, and transformation are possible.

Beyond the Margin is a local charity dedicated to empowering individuals by providing education, therapeutic support, and creative initiatives. Our programs are designed to enhance skills, build resilience, improve well-being, and raise aspirations within the community. We strive to create a nurturing and safe environment where healing, growth, and transformation can flourish, allowing everyone to thrive and reach their full potential.

Empowering Individuals and Communities:

This year, BTM has continued to ‘ignite potential and empower individuals’ through education, therapeutic support, and creative initiatives.

To sit alongside our vision and mission, we developed a set of values that are our core beliefs and guiding principles that shape how an organisation operates, makes decisions, and interacts with beneficiaries, staff, volunteers, and the wider public. For BTM, our values are not just words, but are the foundation of our identity, clarifying what we stand for and how we see to achieve our mission:

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S - Supportive - We work to support the people and communities in which we serve

P - People-focused - We are relational and place people at the centre of everything that we do

A - Asset based approach - We are committed to an asset-based approach, our passionate team believes in the potential of the people and communities we serve. By focusing on their strengths, we strive to facilitate positive change and growth.

R - Respectful - We are non-judgemental and respect everyone's opinions and beliefs and treat everyone with dignity, ensuring inclusivity and celebrating diversity

K - Kind - We act within our communities understanding shared experience, with our focus on creating a safe and supportive space for healing and growth.

Key Achievements:

● Childrens therapeutic support

Project HOPE was launched early 2024 and has continued to expand over this year offering a creative lifeline for children who’ve encountered four or more Adverse Childhood Experiences (ACEs) and experienced or witnessed domestic abuse. It steps in where other local services can’t, providing support now and preparing children for future life challenges. Delivered in schools, Project HOPE sessions are delivered by our HCPC registered Dramatherapist available as one-to-one or group work, making dramatherapy accessible to those who need it most. Meeting children where they’re at with a safe, creative outlet for processing trauma.

● Community Based Therapeutic Support:

We have deepened our trauma-informed approach, offering community based therapeutic interventions of 12 weeks minimum, with some lasting up to 52 weeks. This long-term, consistent support is vital for meaningful healing and resilience for both adults and children living with complex trauma and facing adversity.

Our partnership with NHS CORE20+5 has enabled us to support parents and families through our Head, Heart, Holme project, combining group work and one-to-one dramatherapy. This has improved parental mental health and their capacity to support their children. We also

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launched a pilot male focused mental health project ‘Men Matter’ supporting local men with their mental health. Tackling the stigma that too often prevents them from seeking help. We create safe, accessible spaces where men can talk, connect, and be heard ultimately improving wellbeing and reducing the risk of suicide.

● Community Initiatives:

We have launched projects addressing food and fuel poverty, digital inclusion and social isolation, including warm space initiatives, coffee mornings, and community meals, providing both practical and emotional support.

September 2024 has seen us take on the management of Holmewood Community Library, in partnership with Bradford Council. Transforming Holme Wood Community Library space into a centre for community activity with essential library services, Monday to Friday. This has created a vibrant hub for learning, creativity, and social connection. This new core project ensures robust partnership working, community engagement, and sustainability.

BTM has maintained a prudent approach to financial management, gradually building reserves to ensure sustainability. Our funding base has diversified, with support from West Yorkshire Mayors Safer Community Fund, NHS CORE20+5, BD4+ Community Partnership, Household Support Fund, Incommunities, Bradford Council, and others. We have secured and delivered on multiple project grants, including:

The Board regularly reviews budgets, actuals, and variances, and is committed to transparent reporting and responsible stewardship.

Governance and Risk:

The Board has strengthened governance through new trustee appointments, policy reviews, and the development of a risk register. Safeguarding remains a priority, with regular updates, policy amendments, and trustee training. The Board is committed to diversity, inclusion, and continuous improvement in all aspects of governance.

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Challenges and Learning:

The year has not been without challenges. Demand for our services continues to outstrip capacity, particularly for therapeutic interventions. Funding remains competitive, and the need to build reserves and plan for long-term sustainability is ongoing. The Board recognises the importance of robust financial processes, contingency planning, and ongoing staff and volunteer development.

Looking Ahead:

BTM is poised for further growth and impact. Our strategic priorities for the coming year include:

We remain committed to our purpose of igniting potential, empowering individuals, and fostering long-term positive change. The Board is inspired by the resilience of those we serve and the dedication of our team.

Acknowledgements:

On behalf of the Board, I extend heartfelt thanks to all of our staff and volunteers, and the communities we serve. Your commitment, generosity, and belief in our mission make our work possible.

Mark Howorth, Chair Date: December 2025

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BEYOND THE MARGIN

INCOME & EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 MARCH 2025

2025
2025
2025
2024
£
£
£
£
Unrestricted
Restricted
Total
Total
Income :
Grants
Service Income
Total Income
Expenditure:
Software Maintenance
Activity cost
Wages
Room Hire
Marketing
Staff Training
Equipment & Resources
Clinical Supervision
Volunteer Expenses
Insurance
Professional Fee
Sundries
Meetings
Trips
Total Expenditure
Operating Surplus/(Deficit)
Transfer between Funds
Balance of Fund Brought
Forward		 1,000.00
144,289.67
145,289.67
67,876.00
5470.00
-
5,470.00
-
6,470.00
144,289.67
150,759.67
67,876.00
-
3,138.60
3,138.60
-
-
16,635.98
16,635.98
2,122.00
-
57,992.92
57,992.92
29303.00
-
1455.00
1,455.00
455.00
-
5864.67
5864.67
597.00
-
1324.05
1,324.05
-
-
2212.81
2,212.81
3607.00
-
4760.00
4,760.00
-
47.85
-
47.85
-
-
523.89
523.89
327.00
1,082.80
-
1082.80
850.00
314.50
-
314.50
410.00
7.00
-
7.00
50.00
-
-
-
75.00
1,452.15
93,907.92
95,360.07
37,796.00
5,017.85
50,381.75
55,399.60
30,080.00
4,162.06
(4,162.06)
-
-
7,986.00
26,383.00
34,369.00
4288.00
Total Funds Carried
Forward
17,165.91
72,602.69
89,768.60
34,369.00

8

BEYOND THE MARGIN

ASSETS AND LIABILITIES ACCOUNT

FOR THE YEAR ENDED 31 MARCH 2025

2025
2024
Cash at Bank and in Hand
Total Current Assets
Represented by:
Unrestricted
Restricted		 £
£
89,768.60
34,369.00
89,768.60
34,369.00
17,165.91
7,986.00
72,602.69
26,383.00
89,768.60
34,369.00

Signed on behalf of the Trustees:

Signed: Date: 15/1/26

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BEYOND THE MARGIN NOTE5TO THE ACCOUNTS FOR THEYEAR ENDED 31 MARCH 2025 i Accounting Policies Basis of the preparation of the accounts These accounts have been prepared on a receipts and payments basis. The income did not exceed £250,000 and the charity Is not a registered company. Incoming Resources All material incoming resources have been included on a re￿Ivable basis i.e. they are included if the date receivable falls within the period covered by these accounts. Resources Expended These have been analysed using a natural classification. Going Concern The charity is operating on a going concern basis. 2 Related Parties There were no related partie5 Wlthin the year. 3 Fund Analysis Brought Forward Income Expendlture Transfers Carrled Fotward Unrestricted Restricted Project Hope Clarion Resilience Head Heart Holme ATR Head Heart Holme HSF Lottery Post Code Welcome Space Sassy Girls Community Chest Mental Health Project Dramatherapy In Communities Gardens Total 7,986.LXJ 6,470.00 {IA52.151 4,162.06 17,165.91 20.000.00 {20,051.061 19.573.801 113,501.951 118,501.621 124,170.621 11,602.381 14,801.581 0.00 {1,622.111 131.561 1543.071 1458.931 1495.001 51.06 31.80 1882.051 9,542.(X) 14,384.00 25,000.00 25,773.00 7,500.00 1.653.67 14,569. 21,067.38 2,698.42 1,002.Cl) 500.00 41,229.00 5.00 41,229.00 1,270.(A) O.Th) 11,270.001 7,500.00 750.00 7,500.00 102.89 1647.11} 195,360.07) 34,369.1 150,759.67 89,768.60 4 Staff Gross Wages Tax and Social Security 48,148.27 9,844.65 57,992.92 10

BEYOND THE MARGIN INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 March 2025 I report to the trustees on nry exarYinatK)n of the ￿)UnIS of Beyond Thè Margin for the ye ended 31 March 2025. Responslbilities and basls of report As the ch8ity's trustees you we responsible for the prep¥ation of the ￿ountS in &cOrd￿Ce with Ihe requIren￿nIS of the Charities Act 2011 {'the Act'}. I report in respect of ry exaTinaron of the ¥￿unts cJried out under 5.144121 of the 2011 Act and in ￿lYIng out my exaThn&ion I hwe folk)wed ai the •plic)le DirectM)ns given by the Charity con￿lS$10n under s. 145 of the Act. Independent examiner's statement I have conyleled ex8ninatK)n. I confirrn th& no m&eria ￿er$ have to my ￿tant￿n in connection ￿th the exaninatL)n giving rre cajse to believe that in ￿Y nwterial respect: accounting rec¥)rds were not kept in resped of th6 Chwity ￿ required by the Act: or the accounts do not ￿0rd vthh ihose records. I have no concems h￿e ￿0s$ no other maters in connection with the exaninaion to which attention should be draMI in this report in order to enle a proper Underst￿dIng of the counts to be re&hed. S Nixon Dae IS Noverthr 2025 11