2025-11-06-accounts - Shift Portsmouth

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SHIFT PORTSMOUTH CIO

(CHARITY NUMBER 1205608)

FINANCIAL ACCOUNTS

FOR THE 12 MONTHS ENDED 6[th] NOVEMBER 2025

PAGE CONTENTS 2 Charity Details 3 - 5 TRUSTSEES ANNUAL REPORT 7 RECEIPTS AND PAYMENTS ACCOUNT 8 STATEMENT OF ASSETS AND LIABILITIES 9 NOTES TO THE ACCOUNTS 10 - 11 INDEPENDENT EXAMINER’S REPORT

SHIFT PORTSMOUTH CIO

(CHARITY NUMBER 1205608)

TRUSTEES ANNUAL REPORT

FOR THE 12 MONTHS ENDED 6[th] NOVEMBER 2025

Administrative Information

Trustees: Siobhan Stilwell (Chair) Patrick Hebington (Treasurer) Fiona Penfold (Secretary) Matthew Penn Registered Charity Number: 1205608 Correspondence Address: SHIFT Portsmouth, HIVE Portsmouth Hub, Aggie Weston’s House. 22 Edinburgh Rd, Portsmouth. PO1 1DH Operational Address: SHIFT Portsmouth, Lower Ground Floor Room, Central Norrish Library. Guildhall Square, Portsmouth. PO1 2DX Accountants: Square Accounting, 5 Albert Road, Southsea. PO5 2SE Bank: Lloyds Bank, 25 Gresham Street, London. EC2V 7HN

Trustees Report

The Trustees of SHIFT Portsmouth have pleasure in presenting their Annual Report and Financial Statements for the year ended 6[th] November 2025.

The financial statements have been prepared in accordance with the accounting policies set out in notes to the accounts and comply with the charity’s governing document, the Charities Act 2011 and the relevant version of the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

Any new trustee must be appointed for a term of two years by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment, the current charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.

Trustees are appointed by the existing Board.

Fiona Penfold became a trustee on the 8[th] August 2025

Activities

At SHIFT Portsmouth we’ve continued to offer our staples of the Monday Calm, Wednesday Learning, the Thursday Forum, and Friday Art and Advocacy Clinic. As requested by our peer members, we’ve modified the Monday Group to feature a practitioner-led guided meditation to replace the Tai Chi that we were previously offering, whilst maintaining the second part of the group. We’ve extended the practitioner-led portion of the Wednesday morning group from an hour to an hour and a half, again as a result of peer feedback. The Thursday Forum has remained unchanged since our inception as a community group with a written constitution in 2014. It’s a structured group featuring ice-breaking chat and a discussion topic,

alongside the every-day ‘check-ins’ and ‘check-outs.’ The Friday Art group has evolved. Whilst there’s still a wide selection of art materials there’s the opportunity for a good conversation there, something those new, or returning to recovery may have been without. The Advocacy Clinic supports our members with anything practical that may be necessary. This usually involves the everyday, such as the DWP, Mental Health Services, the GP, Energy Companies etcetera but we’ve gone off-piste wherever necessary, including arranging to have pigeons removed from a roof space.

We’ve also started an instantly popular board games group on a Wednesday afternoon. Our focus is on small and independent games, many of which also create a lot of laughter. The education group in the morning can at times be quite serious and to have the release in the afternoon is, as peers have voiced, most welcome.

We’ve also continued our popular outings. We have a contact at the Historic dockyard and visited them this summer. (We’ll be returning in December.) We also had a Barbeque near the seafront and a highly successful trip to Marwell Zoo.

Everything we do at SHIFT is free for our members.

Public Benefit

The development of the week at SHIFT Portsmouth has been organic. We now find ourselves with a selection of structured activities that complement each other well and offer our members the opportunity to recover at a pace and in a manner that’s comfortable for them. We remain nonprescriptive and nondirective. Every member is unique and we embrace this.

New peer members are the lifeblood of our charity, and we currently have several newcomers who are attending multiple groups, alongside those who have been attending for some time. Becoming a SHIFT member is usually a process, many choosing to dip their toes in the water a number of times before deciding

what we do is for them. We’ve had some peers who expressed that their needs have been met with us and no longer access primary or secondary care. Others continue to attend our groups and other mental health services but need to access the latter less as a result. Any weight that can be taken off an already oversubscribed system is obviously highly beneficial, particularly when there’s no cost for the system to absorb.

Case Study

James (His name has been changed) is a legacy SHIFT peer. He stopped attending during the pandemic, but we remained in contact. He re-engaged last year after a mental breakdown and a six week stay in hospital (Queen Alexandra, Portsmouth) during which he was detoxified from strong benzodiazepines. Like so many with addiction issues, James has always felt like something was missing. He used substances to ‘fill the hole,’ but, in recovery has become aware that there have been other forces, as well as addiction at work. He described himself as being isolated and that without his re-engagement with our service he would have been ‘completely stuck.’

He's attended the Wednesday education session from its inception (June 2024) and voiced relatively early on that he was finding a more profound understanding of his issues, and how to come to terms with them. He’s expressed that he’s been able to apply what he’s learned to his life.

‘Other groups don’t delve into psychology in the same way, and I need this to make my life complete.’

James has done a lot of psychological work over the years but has never been in a group that’s focussed purely on education. He described having experienced ‘something of a re-unification.’

Knowledge is power.

I asked James what it was that kept him coming back to the group and SHIFT as a whole. He said there was nothing else like it and that, other than an external nurse-led group to detoxify himself from methadone (he’s now clean) his needs are met with us.

‘SHIFT groups make me a more complete person. I enjoy them.’

The future is bright for James. After more than 40 years, he’s substance free! He has plans to return to the gym and eventually to travel to some parts of the world he hasn’t seen.

James is one of many that we’ve been able to help on a Wednesday. He’s moving rapidly from recovery into discovery.

Peer Review - April 2025

I found SHIFT through a support worker who accompanied me to the art group. I went along and enjoyed myself. I decided to go to the Thursday forum by myself. This was a big step as I was experiencing agoraphobia. I did want to be recognised as a person rather than one of many diagnosed conditions. Finding a place that was for mental health, but not about mental health proved invaluable.

I really like the fact that the staff have lived experience of mental health conditions too. I don’t feel crazy when I come to SHIFT. I’m used to feeling out of place – like an alien – but I don’t feel that way here. No matter which group, I always feel better afterwards. I’ve made friends here. It feels like a community.

I attend most of the groups throughout the week. I struggle to meditate by myself, so Monday Calm is invaluable. I have my personal therapy beforehand, and the group gives me space to decompress. The second half of the group is enjoyable too. I like to exercise the mental muscle and having the opportunity to disagree with some great thinkers from 2000+ years ago is one I wouldn’t be without!

I like the peer support element of the education group. It’s person-centred rather than prescriptive. The group feels very much like we’re in it together. We learn from a tutor, yes, but also from each other.

Whilst I’m not a competitive person, the board game group is fun! It’s nice to have a coffee and play some weird and wonderful games that I’ve never heard of before. It provides me with the opportunity to let the child in me out.

I like the structure of the Thursday Forum. Whilst the content changes, I know what I’ll be doing whilst I’m there. I leave feeling energised! There’s a lot of laughter in the group. I sometimes find afternoons difficult, so this is perfect for me.

SHIFT has been essential to my recovery! Through coming here I’ve challenged myself to attend other addiction services too. It’s a space that I can come to and be ‘messy’ without fear of judgement. It’s provided routine and structure to my week. I’m very grateful.

Risk Management

The trustees have assessed the major risks to which the Charitable Incorporated Organisation is exposed and are satisfied those systems are in place to manage exposure to the major risks.

Plans For the Future

We spent considerable time last year providing presentations to other local services and organisations. Due to frequent staff turnover, it’s become apparent that we need to repeat these presentations to ensure visibility within the city.

SHIFT Portsmouth is still currently a small concern, but we’re slowly increasing in size. We will eventually outgrow our space in the Portsmouth Central Library and will need to source more suitable accommodation.

Accounting Policies

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £1.

The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

Going Concern

Whilst SHIFT Portsmouth has had some financial uncertainty over the last months, the trustees are confident that funding for the future will be accessible and that the charity will continue in operational existence for the foreseeable future. The Trustees continue to adopt the going concern basis of accounting in preparing the accounts.

Expenditure Recognition

All expenditure is accounted for on a receipts and payments basis. All expenses, including support costs and governance costs, are allocated or apportioned to the applicable expenditure headings in the Statement of Financial Activities.

Expenditure on charitable activities relate to the operation of the charity comprising of direct charitable expenditure to meet the objectives of the Charitable Incorporated Organisation.

Taxation

Income and gains are exempt from taxation as they are received and applied for charitable purposes only. The Charitable Incorporated Organisation benefits from various exemptions from taxation afforded by tax legislation and is not liable to corporation tax on income or gains falling within those exemptions. The Charitable Incorporated Organisation is not able to recover Value Added Tax. Expenditure is recorded in the accounts inclusive of VAT.

The charity’s policy on reserves

The charity’s reserves are it’s cash at bank.

Signed on behalf of the charity’s trustees: Signed Da ~~te~~ ~~18/04/2026~~ Name, charity trustee PATRICK HEBINGTON

SHIFT PORTSMOUTH CIO

PAYMENTS AND RECEIPTS ACCOUNT

FOR THE 12 MONTHS ENDED 6[th] NOVEMBER 2025

RECEIPTS Old SHIFT club account donaton Portsmouth City Council Rise Housing Hive grant Natonal Lotery Public Donatons TOTAL RECEIPTS PAYMENTS Room rental Food Taxis Travel & trips Games Insurance Statonery Sundries Computer and Websites Adverts Phone Tai Chi Professional fees V. Thompson (Meditaton, educaton and psychology) Bank charges Wages TOTAL PAYMENTS NET RECEIPTS/(PAYMENTS) CASH FUNDS AT START OF THIS PERIOD CASH FUNDS AT END OF THIS PERIOD	2024 £ 1,933 11,750 100 12,186 17,758 - 43,727 2024 £ 7,950 1,116 - 1,123 92 294 1,184 254 690 47 745 1,365 4,690 - - 15,600 35,150 8,577 - 8,577	RESTRICTED TOTAL 2025 2025 2025 £ £ £ - - 13,000 2,250 15,250 - - - - - 15,725 15,725 14,500 - 14,500 45,475 RESTRICTED TOTAL 2025 2025 2025 £ £ £ 7,076 - 7,076 1,138 - 1,138 48 - 48 518 - 518 - - - 312 - 312 249 - 249 40 - 40 1,365 - 1,365 173 - 173 229 - 229 - - - 2,100 - 2,100 4,860 2,250 7,110 4 - 4 15,413 - 15,413 35,774 9,701 8,577 18,278

SHIFT PORTSMOUTH CIO

STATEMENT OF ASSETS AND LIABILITIES

STATEMENT OF ASSETS AND LIABILITIES
FOR THE 12 MONTHS ENDED 6th NOVEMBER 2025 2024 CASH ASSETS £ BANK ACCOUNT 8,577 8,577 REPRESENTED BY RESTICTED FUNDS - UNRESTRICTED FUNDS 8,577 8,577	2025 £ 18,278 18,278 15,725 2,553
	18,278

These financial accounts are accepted on behalf of the charity by:

Signed	Date	. ~~18/04/2026~~

Name, Charity trustee PATRICK HEBINGTON

SHIFT PORTSMOUTH CIO NOTES TO THE ACCOUNTS

FOR THE 12 MONTHS ENDED 6[th] NOVEMBER 2025

SHIFT Portsmouth was registered as a CIO charity with the charities commission on 7[th] November 2023, to continue the same work as a then existing club and society called Shift.

Independent examiner's report on the accounts

Section A Independent Examiner’s Report


Report to the trustees/ members of On accounts for the year ended Set out on pages	*Shift Portsmouth CIO*

	06thNovember 2025	Charity no (if any)	1205608
	1 and 2

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 06 / 11 / 2025 .

Responsibilities and As the charity trustees of the Trust, you are responsible for the basis of report preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's I have completed my examination. I confirm that no material matters statement have come to my attention (other than that disclosed below) in connection with the examination which gives me cause to believe that in, any material respect:

• accounting records were not kept in accordance with section 130 of the Act or

the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

OCTOBER 2018

IER

OCTOBER 2018