## 

## 

## 



## 

## 

||||||||2023|2022|
|---|---|---|---|---|---|---|---|---|
||||||||6|6|
|Income|||||||543,833|528,932|
|Expenses|||||||||
|Wages, salaries and other staff costs|||||||393,085|312,762|
|Motor, travel||and subsistence|expenses||||1,023|219|
|Rent, rates,||power and insurance||costs|||37,912|27,642|
|Repairs and||renewals<br>of property||and equipment|||7,827|7,087|
|Telephone,|fax, stationery<br>and other office|||||costs|7,004|7,055|
|Advertising|and business<br>entertainment||||costs||408|2,503|
|Accountancy,||legal and other|professional|||fees|8,345|5,514|
|Depreciation||and loss/(profit)|on|sale|||1,576|1,970|
|Other business<br>expenses|||||||4,369|18,899|
||||||||461,549|383,651|
|Profit|||||||82,284|145,281|





## 

|||Notes||2023||2022|
|---|---|---|---|---|---|---|
|||||E|||
|Fixed assets|||||||
|Fixtures, fittings|and equipment|||6,303||7,879|
|Current assets|||||||
|Bank/building<br>society balances|||797,465||714,010||
|Cash<br>in hand|||1,057||652||
||||798,522||714,662||
|Current liabilities|||||||
|Other liabihties|and accruals||(610)||(610)||
|Net current assets||||797,912||714,052|
|Net assets||||804,215||721,931|
|Capital account|||||||
|Capital account|- Restricted||501,440||378,787||
|Net profit/(Loss)|- Restricted||64,778|566,218|122,653|501,440|
|Capital account|- Unrestricted||220,491||197,864||
|Net profit - Unrestricted|||17,506|237,997|22,627|220,491|
|||||804,215||721,931|





## 

|1|Profit and|loss account analysis|loss account analysis|loss account analysis|loss account analysis|||
|---|---|---|---|---|---|---|---|
|||||||2023|2022|
||||||||6|
||Income|||||||
||Donation - GY Older People's||||Network|2,000||
||Birmingham<br>CC - Money||Laundering|||2,000||
||East Coast College - Adverts||||||225|
||Fees Received|||||52|158|
||Gifts and Donations|||||2,088|3,860|
||Grant -|Age UK||||10,748||
||Grant -|Big Lottery Funded||Projects||128,601|126,878|
||Grant -|ECC - BBQ|||||49,148|
||Grant -|ECC - CRF|||||12,650|
||Grant -|ECC - Kickstart||||3,981|10,681|
||Grant -|ECC - RTW/Skills||Connect Proj.||165,913|49,534|
||Grant -|GY Pathways<br>Mary||Magdalen||11,643||
||Grant -|Geoffrey Watling||||7,500||
||Grant -|GYBC - Tenants|Support|||38,339|21,221|
||Grant -|GYOPN - Warm|Hub|||2,500||
||Grant -|1MA|||||1,470|
||Grant-|Lloyds Bank Foundation||||18,336|71,387|
||Grant -|NCF - Digital Bob|||||11,734|
||Grant -|NCF - NCAN||||50,715|25,357|
||Grant -|NCF - Waiting<br>Well||||12,302|12,302|
||Grant -|Norfolk Community||Fund||26,444|6,250|
||Grant -|New-U Enterprises||Partner||2,592||
||Grant -|NR5 Future Projects|||||8,779|
||Grant -|Orbit Housing|||||14,972|
||Grant -|Postcode Lottery|||||19,497|
||Grant -|Social Prescribing|||||19,602|
||Grant -|St Giles Trust||||14,260||
||Grant -|Travis Perkins|||||1,000|
||Grant-|Wildpitch|||||716|
||GYBC - Community<br>Health|||Engagement|||24,891|
||Loan Shark Event||||||4,777|
||M.S.Society Flux Fund||||||1,500|
||Money|Advice||||8,361||
||Sale of|Rags||||415|418|
||Shop Takings|||||25,696|20,135|
||Sundry|Receipts||||6,878|581|
|||||||541,364|519,722|
||Other business<br>income|||||||
||interest|receivable||||221||
||Rental|income||||2,248|9,204|
|||||||2,469|9,210|
||Wages, salaries and other|||staff costs||||
||Wages|and salaries||||378,748|298,939|
||Pension|contributions||||13,721|12,255|
||Staff Training<br>and Welfare|||||616|1,568|
|||||||393,085|312,762|





## 

|A.L.Great Yarmouth<br>es to the Accounts<br> the year ended 31 March 2023||||
|---|---|---|---|
|Motor, travel and subsistence<br>expenses<br>Travel and subsistence||1,023|219|
|Rent, rates, power and insurance<br>costs<br>Rent<br>insurance<br>Light and heat<br>Utility costs||26,400<br>4,004<br>7,003<br>505<br>37,912|19,560<br>3,843<br>3,852<br>387<br>27,642|
|Repairs and renewals of property<br>and equipment<br>ITcosts<br>Repairs and maintenance||5,172<br>2,655<br>7,827|3,108<br>3,979<br>7,087|
|Telephone,<br>fax, stationery<br>and other office <br>Telephone<br>and fax<br>Stationery<br>and printing<br>Software<br>Payroll Services|costs|4,314<br>1,354<br>198<br>1,138<br>7,004|5,080<br>819<br>180<br>976<br>7,055|
|Advertising<br>and business<br>entertainment<br>costs<br>Advertising<br>and PR||408|2,503|
|Accountancy,<br>legal and other professional<br>Accountants<br>fees<br>Other legal and professional|fees|900<br>7,445<br>8,345|750<br>4,764<br>5,514|
|Depreciation<br>and loss/(profit)<br>on sale<br>Depreciation||1,576|1,970|
|Other business expenses<br>Subscriptions<br>Social Prescribing<br>Other expenses<br>Bank Charges<br>Loan Shark Expenses||898<br>3,269<br>202<br>4,369|1,531<br>10,304<br>3,192<br>44<br>3,828<br>18,899|





|||||||||2023||2022|
|---|---|---|---|---|---|---|---|---|---|---|
|||||||||f||f|
|Income|Birmingham<br>C.C. - Money|||Launder|||2,000||||
||Donation - GY Older People's|||||Net|2,000||||
||East Coast College - Adverts||||||||225||
||Grant - Age UK||||||10,748||||
||Grant - Big Lottery Funded|||Project|||128,601||126,878||
||Grant<br>—ECC -BBQ||||||||49,148||
||Grant - ECC - CRF||||||||12,650||
||Grant - ECC - Kickstart||||||3,981||10,681||
||Grant<br>—ECC - RTW/Skills|||Connect|||165,913||49,534||
||Grant - G.Y.Pathways||Mary||Magd||11,643||||
||Grant - Geoffrey Watling||||||7,500||||
||Grant - GYBC - Tenants||Support||||38,339||21,221||
||Grant<br>—GYOPN -Warm||Hub||||2,500||||
||Grant - IMA||||||||1,470||
||Grant - Lloyds Bank Foundation||||||18,336||71,387||
||Grant - NCF||||||26,444||6,250||
||Grant - NCF —Digital Bob||||||||11,734||
||Grant - NCF - NCAN||||||50,715||25,357||
||Grant<br>—NCF -Waiting|Well|||||12,302||12,302||
||Grant - New-U Enterprises|||Partner|||2,592||||
||Grant - NR5 Future Projects||||||||8,779||
||Grant<br>—Orbit Housing||||||||14,972||
||Grant<br>—Postcode Lottery||||||||19,497||
||Grant<br>—Social Prescribing||||||||19,602||
||Grant - StGiles Trust||||||14,260||||
||Grant - Travis Perkins||||||||1,000||
||GYBC - Community<br>Health||||Engag||||24,891||
||Loan Shark Event||||||||4,714||
||M.S.Society Flux Fund||||||||1,500||
|||||||||497,875||493,791|
|Gross profit||||||||497,875||493,791|
|Expenses|Accountants<br>fees||||||(900)||(750)||
||Advertising<br>and PR||||||(408)||(2,503)||
||Insurance||||||(4,004)||(3,843)||
||ITcosts||||||(2,499)||(1,938)||
||Light and heat||||||(3,502)||(2,476)||
||Loan Shark Expenses||||||||(3,823)||
||Payroll Services||||||(1,1 38)||(976)||
||Pension<br>contributions||||||(13,721)||(12,255)||
||Professional<br>fees||||||(7,445)||(4,764)||
||Rent||||||(13,200)||(19,560)||
||Social Prescnbing||||||||(10,304)||
||Sofhvare||||||(198)||(180)||
||Stafftraining<br>&welfare||||||(616)||(1,568)||
||Stationery<br>and printing||||||(79)||(119)||
||Subscriptions||||||(458)||(1,454)||
||Sundry expenses||||||(711)||(983)||
||Telephone<br>and postage||||||(4,153)||(4,097)||
||Travel and subsistence||||||(813)||(219)||





## 

|||||2023||2022|
|---|---|---|---|---|---|---|
|||Utility costs|(505)||(387)||
|||Wages and salaries|(378,748)||(298,939)||
|||||(433,097)||(371,138)|
|Net|profit|||64776,||122,663|





## 

||||2023||2022|
|---|---|---|---|---|---|
||||f||f|
|Income|Fees received|52||158||
||Gifts and Donations|2,088||3,860||
||Grant - Wildpitch|||716||
||Interest|221||6||
||Loan Shark Event|||63||
||Money Advice<br>Rents|8,361<br>2,248||9,204||
||Sale of Rags<br>Shop Takings<br>Sundry Receipts|415<br>25,696<br>6,878|45,958|418<br>20,135<br>581|35,141|
|Gross profit|||45,958||35,141|
|Expenses|Bank charges<br>Depreciation|(202)<br>(1,576)||(44)<br>(1,970)||
||ITcosts|(2,673)||(1,170)||
||Light and heat|(3,502)||(1,375)||
||Loan Shark Expenses|||(5)||
||Motor expenses|(210)||||
||Rent|(13,200)||||
||Repairs and maintenance|(2,655)||(3,979)||
||Stationery<br>and printing|(1,276)||(700)||
||Subscriptions<br>Sundry expenses|(440)<br>(2,558)||(77)<br>(2,209)||
||Telephone<br>and postage|(160)|(28,452)|(984)|(12,514)|
|Net profit|||,6 6||,627|





## 

## 

## 




## 

## 

## 

||||||||SORP reference|SORP reference||
|---|---|---|---|---|---|---|---|---|---|
|Summary<br>ofthe purposes<br>the charity as set out in its<br>governing<br>document||||||of|Para|1.17|To promote the relief of all disabled<br>and<br>vulnerable<br>people<br>within<br>Great<br>Yarmouth,<br>Waveney<br>and<br>Norfolk<br>area,|
||||||||||by the provision<br>of a direct information|
||||||||||and advice service.|
||||||||||To<br>promote<br>the<br>relief<br>of<br>financial|
||||||||||hardship<br>to<br>people<br>within<br>the<br>Great|
||||||||||Yarmouth,<br>Waveney<br>and Norfolk area by|
||||||||||the<br>provision<br>of a<br>debt<br>and<br>money|
||||||||||management<br>advice service.|
||||||||||To promote<br>physical<br>activity<br>to people|
||||||||||within<br>the<br>Great<br>Yarmouth,<br>Waveney|
||||||||||and<br>Norfolk<br>area<br>by providing<br>support|
||||||||||and<br>encouragement<br>to<br>access<br>local|
||||||||||exercise and sporting<br>groups.|
||||||||||To provide volunteering<br>opportunities|
||||||||||to individuals<br>within<br>Great Yarmouth,|
||||||||||Waveney<br>and Norfolk area<br>in|
||||||||||supporting<br>DIAL activities<br>with|
||||||||||opportunities<br>to gain qualifications<br>and|
||||||||||work<br>lacements|
|Summary<br>ofthe main<br>activities<br>in relation to those|||||||Para<br>1.19|1 17and|DIAL provides<br>a face-to-face service<br>to<br>people<br>providing<br>advice<br>and support<br>on|
|purposes||for the public|||||||all aspects ofthe Welfare benefits system|
|benefit,|in|particular,|||the||||including<br>help<br>to complete<br>the complex|
|activities,||projects||or|||||claim<br>forms.<br>Support<br>when<br>needed,<br>is|
|services|identified|||in|the||||given<br>to those whose<br>applications<br>have|
|accounts.|||||||||been declined and appeals are necessary|
||||||||||to<br>overturn<br>the<br>decision.<br>Advisors<br>will|
||||||||||support<br>the<br>claimant<br>at the<br>hearing<br>if|
||||||||||needed.|
||||||||||DIAL is registered<br>with the FCA,|
||||||||||re istration<br>number 711136and is licensed|





||||||||||to prowde<br>Money and Debt advise. Our|to prowde<br>Money and Debt advise. Our||
|---|---|---|---|---|---|---|---|---|---|---|---|
||||||||||qualified<br>M&D advisors are accredited|to||
||||||||||Debt Relief Order level and support people|||
||||||||||struggling<br>financially,<br>helping<br>to liaise with|||
||||||||||creditors to set up manageable<br>and|||
||||||||||affordable<br>repayment<br>plans whilst<br>providing|||
||||||||||budgeting<br>and money saving<br>hints and|tips.||
||||||||||We have continued<br>to work with East Coast|||
||||||||||College as part ofthe Building Better|||
||||||||||Opportunities<br>project<br>with<br>2<br>specialist|||
||||||||||support<br>workers<br>employed<br>to cover||the|
||||||||||whole of Norfolk. They continue<br>to support|||
||||||||||individuals<br>who have<br>barriers<br>that<br>prevent|||
||||||||||them from returning<br>to paid employment,||for|
||||||||||example<br>childcare<br>provision,<br>debt,|and||
||||||||||housing<br>issues.|||
||||||||||We continue to deliver two further|||
||||||||||Employment<br>projects, Skills Connect and|||
||||||||||Routes to work, again<br>led by East Coast|||
||||||||||College. We have two full time staff|||
||||||||||employed<br>on these projects supporting|||
||||||||||residents<br>in the Gt Yarmouth<br>area to move|||
||||||||||into work. This includes support<br>with CV|||
||||||||||writing,<br>Iob searching,<br>training<br>and|||
||||||||||interview<br>skills.|||
|Statement|||confirming||||Para|1.18|The guidance<br>issued by the Chadity|||
|whether|the trustees||||have||||Commission<br>on the public benefit and|the||
|had regard|||to the guidance||||||services delivered<br>by DIAL, continues|to|be|
|issued|by|the Charity|||||||reviewed<br>on a regular basis. This helps the|||
|Commission|||on public||||||Charity to ensure that with the ever|||
|benefit|||||||||changing<br>landscape,<br>we continue to meet|||
||||||||||the intended<br>aims and objectives that|DIAL||
||||||||||has set out to achieve as detailed<br>in our|||
||||||||||Constitution.|||
|Addition|al|information||||(optional)||||||
|ou ma|choose to|||include|||further statements||where relevant<br>about:|||
||||||||SORP reference|||||
||||||||||n/a|||
||||||||Para|1.38||||
|Policy|on|grant making||||||||||
||||||||||n/a|||
||||||||Para|1 38||||
|Policy|on|social investment||||||||||
|including||program||related||||||||
|investment||||||||||||
||||||||||DIAL's volunteers<br>provide<br>help and support|||
||||||||Para|1 38|in both our Charity shop office, undertaking|||
|Contribution<br>made|||||by||||both administrative<br>roles and providing|||
|volunteers|||||||||retail support<br>in our Charity shop. Our|||
||||||||||volunteers<br>are valued<br>members<br>ofthe|DIAL||
||||||||||team and the commitment<br>given to the|||
||||||||||Charity<br>is very much appreciated.|||
||||||||||Throughout<br>2022-23 the number<br>of|||
||||||||||volunteers<br>was between 20 and 26 at|any||
||||||||||one time, and between<br>them they|||
||||||||||contribute<br>a<br>roximatel<br>6300 hours of|||



## 



||||||their time to DIAL throughout<br>the year.|
|---|---|---|---|---|---|
||||||Many of our volunteers<br>have learnt new|
||||||skills which has helped<br>them to gain|
||||||confidence<br>allowing<br>them to move into|
||||||employment<br>or into other volunteering|
||||||lacements|
||||||n/a|
|Other||||||
|Achieve|men|ts|and Performance|||
|||||SORP reference||
||||||DIAL continues<br>to be a highly<br>respected|
||||||advice provider<br>within Great Yarmouth<br>and|
||||||the<br>surrounding<br>area,<br>supporting|
|Summary<br>ofthe main<br>achievements<br>ofthe charity,<br>identifying<br>the difference the<br>charity's<br>work has made to<br>the circumstances<br>of its||||Para 1.20|vulnerable<br>and<br>disabled<br>residents<br>to<br>access timely advice and guidance<br>at easily<br>accessible<br>venues<br>within<br>their<br>local<br>community.<br>The<br>DIAL office and<br>Charity<br>Shop<br>1s located<br>in the centre oftown and is<br>open to, and fully accessible to all. We also|
|beneficiaries<br>and|||any wider||take<br>our<br>services<br>out<br>into<br>the<br>local|
|benefits to society as a|||||community.<br>delivering<br>from other locations|
|whole.|||||across the Borough,<br>to ensure<br>that those|
||||||residents<br>who have<br>difficulty<br>getting<br>to our|
||||||main<br>office can<br>still receive<br>our help<br>and|
||||||support<br>at<br>locations<br>in<br>which<br>they<br>feel|
||||||comfortable.|
||||||This financial<br>year has seen the demand<br>on|
||||||our<br>service<br>continue<br>to<br>grow<br>and<br>with|
||||||funding<br>being<br>obtained<br>to provide<br>a warm|
||||||space through<br>the winter<br>months<br>we were|
||||||able<br>to<br>provide<br>support<br>to some<br>of the|
||||||harder<br>to<br>reach<br>residents<br>living<br>in<br>the|
||||||Borough.|
||||||Throughout<br>the year over 15000 enquiries|
||||||were received<br>by phone,<br>email, face to face|
||||||or through<br>our online facility,<br>with residents|
||||||receiving<br>advice<br>and guidance<br>on a wide|
||||||range<br>of issues.<br>Over 5000 face to face|
||||||appointments<br>were<br>held<br>with<br>advice<br>and|
||||||support<br>being<br>given<br>to<br>residents|
||||||experiencing<br>complex<br>and<br>challenging|
||||||issues.|
||||||The help and advice provided<br>by our|
||||||experienced<br>and knowledgeable<br>staff,|
||||||supported<br>residents<br>to improve their|
||||||household<br>finances as a result of being|
||||||supported<br>to claim and receive the correct|
||||||benefit entitlement<br>or by having<br>reduced|
||||||debts as a result of manageable<br>repayment|
||||||plans and,<br>in some cases, debts being|
||||||written<br>off in full, The financial<br>gain<br>in total,|
||||||for residents across the Borough as a|
||||||result of debts being reduced or benefits|
||||||being awarded<br>totalled just over F2.5million|
||||||pounds.<br>This figure also included 45 Debt|
||||||Relief orders totallin<br>over 2645321|



## 



|Additional||information|information|(optional)|(optional)|||
|---|---|---|---|---|---|---|---|
|You ma|choose to include||||further statements||where relevant about:|
||||||||n/a|
|Achievements|||against||Para|1.41||
|objectives||set||||||
||||||||n/a|
|Performance|||offundraising|||||
|activities|against objectives||||Para|1 41||
|set||||||||
||||||||n/a|
|Investment||performance|||Para|1.41||
|against objectives||||||||
||||||||n/a|
|Other||||||||





## 

|Review|ofthe|ofthe|ofthe|ofthe|charity's|charity's|charity's|charity's||||Para|1.21|The<br>income<br>for the<br>financial<br>year<br>has|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|financial<br>position <br>ofthe period||||||at the end||||||||increased<br>slightly<br>from<br>the<br>previous<br>12mths.<br>This<br>is due<br>to funding<br>for the<br>employment<br>projects<br>being<br>paid<br>late and|
|||||||||||||||dropping<br>into<br>this<br>accounting<br>year.<br>We|
|||||||||||||||have<br>continued<br>to work<br>with<br>East Coast|
|||||||||||||||College<br>on<br>Employment<br>projects<br>and|
|||||||||||||||continue<br>to<br>look<br>for<br>new<br>partnership|
|||||||||||||||opportunities.|
|||||||||||||||We secured<br>funding<br>from NHS England<br>to|
|||||||||||||||provide<br>support<br>to residents<br>by employing|
|||||||||||||||a part-time<br>worker to provide<br>advice<br>and|
|||||||||||||||support<br>on non-medical<br>issues to those on|
|||||||||||||||the<br>long<br>waiting<br>lists<br>for<br>hip<br>and<br>knee|
|||||||||||||||replacements.|
|||||||||||||||We have also developed<br>new partnerships|
|||||||||||||||working<br>with<br>St Georges<br>Theatre<br>and|
|||||||||||||||Carers Voice on projects,<br>supporting<br>local|
|||||||||||||||residents.|
|||||||||||||||DIAL continues<br>to look at increasing|
|||||||||||||||partnership<br>working<br>to help secure funding|
|||||||||||||||moving<br>forward<br>and to avoid duplication<br>of|
|||||||||||||||services.|
|Statement|||explaining||||||the|||Para|1.22|DIAL continues to hold a minimum<br>of 6|
|policy for||holding||||reserves||||||||months<br>in reserve to cover salaries and|
|stating|why||they|||are||held||||||overheads<br>together with other related|
|||||||||||||||operational<br>costs including<br>rent, general|
|||||||||||||||runnin<br>costs and utilities.|
|Amount|of||reserves|||||held||||Para|1.22|L'265,000.00|
|||||||||||||||This has increased<br>to reflect the additional|
|||||||||||||||salary costs of DIAL due to the increase<br>in|
|||||||||||||||staff.|
|Reasons||for||holding||||zero||||Para|1 22|n/a|
|reserves|||||||||||||||
|Details|of fund materially||||||||||in|Para|1.24|n/a|
|deficit|||||||||||||||
|Explanation||||of any||||||||Para|1.23|The challenges<br>DIAL, like many other|
|uncertainties|||||about|||the||||||smaller charities<br>will have is that less|
|charity|continuing||||||as||a going|||||funding<br>is available<br>which creates more|
|concern||||||||||||||competition<br>with smaller charities<br>being|
|||||||||||||||unsuccessful.<br>This is a national<br>problem|
|||||||||||||||with larger organisations<br>being awarded|
|||||||||||||||contracts to deliver services nationwide.|
|||||||||||||||This is taking away the funding<br>from local|
|||||||||||||||charities who are often best place to deliver|
|||||||||||||||services within their communities.<br>We are|
|||||||||||||||well-placed<br>to remain as a going concern|
|||||||||||||||for the foreseeable<br>future with new|
|||||||||||||||partnerships<br>having<br>been created and new|
|||||||||||||||funding<br>applications<br>being considered<br>and|
|||||||||||||||submitted.|
|Additional|||information|||||||(optional)|||||
|You ma||choose||||to|include||||further||statements|where relevant<br>about|
|||||||||||||||DIAL'S main source of income continues<br>to|
|||||||||||||||be through<br>grants for the delivery<br>ofvarious|
|The charity's<br>principal<br>sources offunds<br>(including||||||||||||Para|1 47|services and projects. We also raise funds<br>by attending<br>local events such including|
|an<br>fundraisin||||||||||||||fetes and famil<br>fun da s.We continue to|





||||||||raise money<br>in our|raise money<br>in our|raise money<br>in our|Charity|Charity|Shop|Shop|through|through|through|the|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||||sale of|donated|items including||||clothes|||and||
||||||||other household||items.|||||||||
||||||||N/a|||||||||||
|Investment<br>objectives||policy and<br>including<br>any||||Para 1.46||||||||||||
|social investment||||policy||||||||||||||
|adopted||||||||||||||||||
||||||||DIAL continues||to|remain||financially||||stable||
||||||||for the|foreseeable||future||however|||the|main||
|A description|||ofthe|||Para 1.46|risk continues<br>to be|||the|ongoing|||reduction|||of|
|principal|risks facing||||the||funding|available||to|meet||the||ongoing|||
|charity|||||||increase<br>in the||demand||on the|||services|||we|
||||||||deliver.|The<br>increased||||rise|in|rents|||and|
||||||||utilities|is also a|risk|to be||considered|||moving|||
||||||||forward.|||||||||||
||||||||n/a|||||||||||
|Other||||||||||||||||||





## 

|Description|Description||of charity's|of charity's|of charity's|||||
|---|---|---|---|---|---|---|---|---|---|
|trusts:||||||||||
|Type of governing|||||document||Para|1.25|Constitution|
|, .r st<br>2|=d,||ro ra!||cr1arter,|||||
|How is the||charity|||||Para|1 25|Unicorporated|
|constituted?||||||||||
|"I,p". «,||||"ras||||||
|=rase:iarlo;||||||||||
|Trustee|selection||||methods||Para|1 25|Anyone<br>interested<br>in joining<br>the<br>Trustee|
|including|details of any||||||||Board<br>are<br>invited<br>to<br>complete<br>an|
|constitutional<br>provisions <br>election to post or name||||||e.g.<br> of|||expression<br>of interest<br>detailing<br>why DIAL is<br>ofinterest to them and the skills knowledge,|
|any person <br>to appoint <br>trustees||or body entitled<br> one or more|||||||and expertise<br>that they could<br>bring<br>to the<br>Charity<br>Applications<br>are assessed<br>by existing<br>Trustees,<br>whilst<br>considering<br>the<br>skills|
||||||||||needed to strengthen<br>the Board and the|
||||||||||needs ofthe Charity.|
||||||||||A face-to-face meeting<br>is then arranged|
||||||||||with the Chair and other Board members|
||||||||||and<br>if suitable,<br>and everyone<br>in agreement,|
||||||||||they are then co-opted onto the Trustee|
||||||||||Board. References<br>and DBSchecks are|
||||||||||undertaken.<br>The new Trustee<br>is then|
||||||||||formerly<br>elected to the Board by DIAL|
||||||||||members<br>at the next AGM. All Trustees|
||||||||||stand for a period of3years, before|
||||||||||standing<br>down at the AGM where they can|
||||||||||be re-elected<br>by the members<br>ifwilling to|
||||||||||re-stand.|
|Additional||information||||(optional)||||
|You ma|choose to include further statements||||||||where relevant<br>about|
||||||||||DIAL has an induction<br>process for all new|
||||||||||Trustees together<br>with a range of policies|
|Policies|and||procedures||||||and procedures<br>that the new Trustee must|
|adopted|for||the induction||||Para|1 51|adhere to. These are reviewed<br>by the|
|and training|||oftrustees||||||Board on a regular basis to ensure that|
||||||||||they remain<br>up to date and<br>in line with|
||||||||||Charity<br>Commission<br>requirements.|
||||||||||Additional<br>training<br>is available<br>should<br>the|
||||||||||new Trustee re uest this.|
||||||||||The CEO is responsible<br>for the day-to-day|
||||||||||management<br>of the<br>Charity<br>with<br>weekly|
|The charity's||||organisational|||||updates<br>with<br>the Chair via phone<br>and<br>in|
|structure<br>network|and any wider<br>with which the||||||Para|1 51|person.<br>Bimonthly<br>Trustee<br>meetings<br>are<br>held<br>where<br>finances,<br>new<br>and<br>existing|
|charity works|||||||||projects are discussed,<br>and updates<br>given.<br>The strategic<br>plan of DIAL is constantly|
||||||||||under review with medium-<br>and longer-term|
||||||||||pals remainin<br>a<br>riori|
|Relationship<br>with <br>related<br>parties|||||any||Para|1.51|Throughout<br>this reporting<br>period a Project<br>manager<br>has<br>been<br>responsible<br>for|
||||||||||managing<br>some of the projects that<br>DIAL|
||||||||||delivers<br>reporting<br>back to CEO and to the|
||||||||||Trustee board on a regular basis. An office|
||||||||||su<br>ervisor has continued<br>to be res onsible|





||for<br>overseeing<br>the<br>day-to-day<br>office|for<br>overseeing<br>the<br>day-to-day<br>office|
|---|---|---|
||activities<br>together<br>with<br>organising|the|
||volunteers<br>for both shop and office.||
||Fortnightly<br>staff meetings<br>are held<br>with|all|
||staff<br>in<br>attendance<br>with<br>the<br>CEO|and|
||Project<br>Manager<br>giving<br>updates<br>and|all|
||staff<br>being<br>given<br>the<br>opportunity<br>to|put|
||forward<br>new<br>ideas<br>and<br>project||
||opportunities.||
||Regular meetings<br>are held with lead||
||managers<br>of partner organisations<br>who|are|
||responsible<br>for project delivery<br>and the||
||funding<br>received. This also gives the||
||opportunity<br>for new partnerships<br>and||
||fundin<br>o<br>ortunities<br>to be discussed.||
|Other|||



## 

|Charit|name|||DIAL Great Yarmouth|
|---|---|---|---|---|
|Other name the chari|||uses||
|Re istered charit||number||299909|
|Charity's|principal|address||DIAL Great Yarmouth|
|||||KINGSIDE|
|||||26-27 King Street|
|||||Great Yarmouth|
|||||NR31 9SN|





|mes|ofthe|charity tru|stees who manage|the charity||||
|---|---|---|---|---|---|---|---|
||Trustee|name|Office (if any)|Dates acted if not for whole<br>ear|Name of person (or body) entitled<br>to ap oint trustee<br>(ifan<br>)|||
|1|Valerie|Pettit|Chair|||||
|2|Steven|Bowles|Trustee|Appt May 2022|Members|||
|3|Paul Frosdick||Trustee|||||
|4|Penny|Linden|Trustee|||||
|5|Gilly Plumb||Treasurer|||||
|6||||||||
|7||||||||
|8||||||||
|9||||||||
|10||||||||
|11||||||||
|12||||||||
|13||||||||
|14||||||||
|15||||||||
|16||||||||
|17||||||||
|18||||||||
|19||||||||
|20||||||||



## 



## 

|Funds<br>held as cust|odia|n<br>|
|---|---|---|
|Description<br>ofthe assets||n/a|
|held<br>in this capacity|||
|Name and objects ofthe||n/a|
|charity on whose behalf|the||
|assets are held and how|this||
|falls within the custodian|||
|charity's objects|||
|Details of arrangements|for|n/a|
|safe custody and|||
|segregation<br>of such assets|||
|from the chanty's<br>own|||
|assets|||



## 

## 

## 

