## **Trustees’ Annual Report for the period** **From 1[st] January 2023 To 31[st] March 2024** **Charity name: SEND Voices Wokingham** ## **Charity registration number: 1201621** ## **Objectives and Activities** ||SORP
reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para
1.17|To relieve the needs of children and young
people, including their parents, carers and
families, who have disabilities and/or special
educational needs in Wokingham and the
surrounding areas, in order to improve their
quality of life, promote their inclusion in their Local
communities and to help and support them to
reach their full potential.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para
1.17 and
1.19|SEND Voices Wokingham is the independent
Parent Carer Forum, Wokingham Borough, who
give a voice to families who have a child or young
person aged 0-25 years with any Special
Educational Need or SEND). Working in
partnership with education, health, social care,
and other service providers to make sure the
services commissioned meet the needs of
children and young people with SEND in
Wokingham.
This is achieved by:
•
Engaging with families of children and
young people to with SEND to gather their
views and lived experiences.
•
Sharing the views and lived experiences
with all stakeholders to improve services in
the local area.
•
Running training for families with
SENDIASS and information events.
•
Working with strategic local area partners.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para
1.18|The trustees can confirm that they have had
regard to the guidance issued by the Charity
Commission on public benefit.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP
reference|| |---|---|---| |Policy on grant making|Para
1.38|| |Policy on social investment
including program related
investment|Para
1.38|| |Contribution made by
volunteers|Para
1.38|There are a few volunteers who contribute their
time and support the charity.| |Other||| ## **Achievements and Performance** ||SORP
reference|| |---|---|---| |Summary of the main
achievements of the
charity, identifying the
difference the charity’s
work has made to the
circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|SVW continue to work with our strategic partners and
were involved in 336 meetings across a wide range of
SEND Education, Health and Social Care areas.
SVW attended over 540 hours of meetings ensuring
that there was parent carer representation at the
Safety Valve and SEND Improvement 5 workstreams
that feed into this SEND Partnership Board ensuring
that the parent carer voice is represented across all
workstreams in the Borough.
A Termly Feedback from Families report is produced
and presented for the Wokingham SEND Assurance
Board to ensure senior leaders across education, health
and social care are aware of SEND families lived
experience.
In total SVW has conducted in excess of 1492 hours of
work across all areas of our work which is an annual
increase of 25%.
**Overview of our Parent Carer Engagement**
This year we have developed a Parent Carer
Participation Group which meets virtually and face-to-
face each term to increase parent carer engagement
across all demographics and disabilities, including
working with the Wokingham Equality Forum.
SVW have regular contact with over 1500 families via
email, social media and through contacts with local
school and other local voluntary sector groups.
Our membership continues to grow and has increased
this year by over 25% this year.| **----- Start of picture text -----**
||||| |---|---|---|---| |We are pleased to be able to continue to offer Max| |Cards (a national discount card) to all our members.| |We provide half-term updates on our activities to our| |members.| |This year we have run 24 events for Parent Carers:| |•|the annual|Local Offer Live|information event| |•|hosted 11|SENDIASS training courses|throughout the| |year on the EHCP Process, SEN Support at School,| |Effective Communication, Annual Reviews and| |Preparing for Adulthood.| |•|ran surveys our second|Annual Wokingham Area| |SEND survey,|as well as other surveys on|SEND Home| |to School Transport,|SENDIASS training courses|and| |EOTAS|.| |•|5|on-line drop-in sessions|with the SEND Team and| |with the Senior Leadership Team from Wokingham| |Borough Council and the BOB Integrated Care Board| |(health) on SEND Strategy & Improvements and the| |Safety Valve Programme| |•|hosted more specific focus groups on proposed| |Home to School Transport and EOTAS Policy changes| |•|organised termly SEND team drop-ins with WBC| |SEND team Senior Leaders for families to raise their| |individual concerns directly.| |•|attended|9 SENDIASS drop-ins/coffee mornings|to| |provide information, gather feedback on areas that| |need improvement and offer a cuppa for those| |waiting to see the SENDIASS team.| |Information for Parent Carers:| |Information is a key area for families, and we often| |hear families say it is hard to find information locally.| |We are able to offer parent carers information through| |the following:| |•|SEND Guide for parents|a quick and easy guide| |for parent & carers of children with Special| |Educational Needs and/or Disabilities (SEND)| |available both online and hard copy.| |•|Local Offer Live event|a face-to-face event, full of| |information stands of what is available in| |Wokingham for parent carers with children and| |young people with SEND.| |•|Local Offer Guide|a booklet for parent carers and| |professionals to find services, organisations, help| |& support for children and young people with| |SEND. Available both online and hard copy.| |•|Information Leaflets|on When you child needs| |extra support in school, Short Breaks, Health| |Support and Early Years support for 0-5’s.| |•|Coproduced a|Preparing for Adulthood guide| |with Wokingham Borough Council and Health.| **----- End of picture text -----**
- Our **website** which is regularly updated with all our events and news items. www.sendvoiceswokingham.org.uk - • **Facebook page** with useful information, participation opportunities and our events. www.facebook.com/SendVoicesWokingham - • **Supporting events** for parent carers such as Carers Information days and SENDIASS drop-ins. ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The Trustees feel the charity is in an acceptable
position at the year end. Forecasts were as
robust as possible with enough back up to
manage the financial crisis in the public sector.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Board of Trustees have resolved that a
balance of £23,000 being the equivalent of 6
months expenditure should be held in reserve
since the payment of income grants is subject
to annual application processes that delay
receipt of funds. The remainder of the General
Reserve is available to support the work of the
Charity.| |Amount of reserves held|Para 1.22|£23,000| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|•Department of Education Grant which is
administered via Contact.
•Grant from Wokingham Borough Council.| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|Grants are issued on yearly application and
subject to those applications being successful.
Grants are not increasing in line with inflation
and other factors.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charitable Incorporated Organisation (CIO)| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Trustees may nominate themselves or
others, with regard to DfE requirements for
persons with SEND CYP or skills sets
required by the Board of Trustees.
Trustees are interviewed and voted by
current Trustees.| |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |Policies and
procedures
adopted for the
induction and
training of trustees|Para
1.51|All Trustees have undergo Trustee training and DBS
checks.
All Trustees are provided with all SVW policies and
procedures.| |The charity’s
organisational
structure and any
wider network with
which the charity
works|Para
1.51|| |Relationship with
any related parties|Para
1.51|Part of the National Network of Parent Carer Forums
(NNPCF)| |Other||| ## **Reference and Administrative details** |Charity name|SEND Voices Wokingham| |---|---| |Other name the charity uses|SVW| |Registered charity number|1201621| |Charity’s principal address|11 The Manor, Shinfield, RG2 9DP| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Sarah Clarke|Chair|1/1/2023 to 20/3/2023|| ||Debbie Jacobs||8/2/2023 to 31/8/2023|| ||Lynn Boba||8/2/2023|| ||Tim Bharucha||6/3/2023|| ||Matthew Booth||4/4/2023|| ||JennyHooper||11/4/2023|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**|**Name**|**Address**| |---|---|---| |**adviser**||| **Name of chief executive or names of senior staff members (Optional information)** Sarah Clarke and Terri Walsh Joint CEOs ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Matthew Booth **Position (eg** Chair **Secretary, Chair, etc) Date** 11th November 2024 **Financial Statement SEND Voices Wokingham - January 2023 to March 2024** |**Financial Statement SEND Voices Wokingham - January 2023 to March 2024**|**Financial Statement SEND Voices Wokingham - January 2023 to March 2024**|**Financial Statement SEND Voices Wokingham - January 2023 to March 2024**|**Financial Statement SEND Voices Wokingham - January 2023 to March 2024**|**Financial Statement SEND Voices Wokingham - January 2023 to March 2024**| |---|---|---|---|---| |||||| |**Receipts and Payments Accounts Jan 2023 to**
**March 2024**|**Unrestricted**
**Funds**|**Restricted Funds**
**(Contact)**|**Restricted**
**Funds (WBC)**|**Total**| |||||| |**Receipts**|**£**|**£**|**£**|| |Contact (DfE) Grant|0|19887.00|0|**19887.00**| |WBC Grant|0|0|17500.00|**17500.00**| |Other|2800.00|0|0|**2800.00**| |**Total Receipts**|**2800.00**|**19887.00**|**17500.00**|**40187.00**| |||||| |**Payments**||||| |Infrastructure|0|3772.02|0|**3772.02**| |Events with families|0|2228.68|1031.63|**3260.31**| |Meetings with families|0|583.9|175.14|**759.04**| |Training (internal)|0|838.15|330|**1168.15**| |Developing Info & Resources|0|0|0|**0**| |Out of pocket expenses & Mileage|0|581.96|134.29|**716.25**| |Staffing Costs - internal|0|7361.04|6043.47|**13404.51**| |Staffing Costs - meetings with stakeholders|0|4511.25|2133.75|**6645.00**| |SVRBWM support|619.31|0|0|**619.31**| |Misc|1050.00|10.00|0|**1060.00**| |**Total Payments**|**1669.31**|**19887.00**|**9848.28**|**31404.59**| |||||| |**Surplus (Deficit)**|**1130.69**|**0.00**|**7651.72***|**8782.41**| |* Surplus due to not being able to obtain a suitable office space - costings were broken down as follows:
Office space £3600.00, Office phone line £260.00, Office IT support £500.00, Office Laptop £600.00 = Total £4960.00 and
£2000.00 being allocated for Ofsted/CQC inspection work (inspection date unknown).||||| |||||| |**Net Movement in Funds**||||| |Bought forward at 1/1/2023|0|0|0|**0**| |Transfer between funds|0|0|0|**0**| |Carried forward at 31/3/24|0|0|0|**0**| |||||| |**Statement of Assets and Liabilities**|**Unrestricted**
**Funds**|**Restricted Funds**
**(Contact)**|**Restricted**
**Funds (WBC)**|**Total**| |Cash at bank and in hand|10019.54|0|0|**10019.54**| |Reserves (6 months)|23000.00|0|0|**23000.00**| |Asset retained for charity's use|0|0|0|**0**| |Liabilities|0|0|0|**0**| |||||| |**Total assets less Liabilities**|**33019.54**|**0**|**0**|**33019.54**| ## **INDEPENDENT EXAMINERS REPORT** At the request of the Trustees of SEND Voices Wokingham, I have examined the receipts and payments account for the year ending 31st March 2023, along with the related paperwork. I have no concerns and have come across no other no other matters in connection with the examination to which attention should be drawn. Gisela Sharp 11th September 2024