Barrow District Disability Association
Independent Examiner's Report to the Trustees of Barrow District Disability
Association
I report on the accounts of the Trust for the year ended 31 March 2024. which are set out on
page 2.
Respective Responsibilities of Trustees and Examiner
As the charity's Trustees you are responsible for the preparation of the accounts. you
consider that the audit requirement of section 144(2) of the Charities Act 2011 (the Act)
does not apply. It is my responsibility to state, on the basis of procedures specified in the
General Directions given by the Charity Commissioners under section 145(5)(b) of the Act,
whether particular matters have come to my attention.
Basis of Independent Examiners Report
My examination was carried out in accordance with the General Directions given by the
Charity Commissioners. An examination includes a review of the accounting records kept
by the charity and a comparison of the accounts presented with those records. It also
includes consideration of any unusual items or disclosures in the accounts and seeking
explanation form you as Trustees conceming any such matters. The procedures
undertaken do not provide all the evidence that would be required in an audit. and
consequently, I do not express an audit opinion on the view given by the accounts.
Independent Examiners Statement
In Connection with my examination. no matter has come to my attention:
Which gives me reasonable cause to believe that in any material respect the
requirements
To keep accounting records in accordan￿ vrfith section 130 of the Act- and
To prepare accounts which agree with the accounting records and to comply with
the accounting requirements of the Act have not been met. or
To which in my opinion. attention should be drawn in order to enable a proper
understanding of the accounts to be reached.
Ms L Allonby
Mazuma GB Ltd
74 Duke Street
Barrow in Furness
Cumbria
LA14 1RX

REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2024
The Trustees present their report and the financial statements of the Charity for the
year ended 31 March 2024. The Trustees have adopted the provisions of the
Statement of Recommended Practi￿ (SORP) "Accounting and Reporting by
Charities" (FRS 102) in preparing the annual report and financial statements of the
Charity.
The financial statements have been prepared in accordance with the accounting
policies set out in the notes to the accounts and comply with the Charity's governing
document, the Charities Act 2011, and Accounting and Reporting by Charities:
Statement of Recommended Practice applicable to charities preparing their accounts
in accordance with the Financial Reporting Standard for Smaller Entities applicable
in the UK and Republic of Ireland.
Trustees of the Charity
The directors of the charitable company are its Trustees for the purposes of charity
law.
The Trustees oversee the running of the charity- The Honorary Chief Officer, Mrs.
Margaret Burrow MBE, is responsible for operational management and the execution
of the Board's strategic plan and is assisted and supported by the operational team.
Day-to-day seNice delivery is delegated to a team of staff and volunteers.
There are no connected charities or branches. Transactions with Trustees and
related parties are disclosed in the notes to the accounts.
The Trustees have had due regard to the guidan￿ published by the Charity
Commission on Public Benefit.
Recruitment and Appointment of the Management Committee
Existing Trustees/Directors, as members of the organisation, invite potential
Trustees to serve on the Board.
Trustees are invited based on the skills required for the role and to fill any skills gap.
A potential Trustee will complete an application and meet with the Chair and
Honorary Chief Officer to discuss the role and their suitability. They will be proposed
and seconded at a Trustee meeting by existing Trustees, and these appointments
are officially confirmed at the AGM. on￿ appointed, induction prO￿dureS are
undertaken.
None of the Trustees have any beneficial interest in the company.
Risk Management

The Trustees have assessed the major risks to which the charity is exposed and are
satisfied that adequate systems are in place to mitigate any exposure to the major
risks.
Objectives and Activities
The charity's objectives are to promote and enhance the welfare of individuals with
disabilities and support, advance, and promote the interests of those who experien
disability, their families, carers, and supporters.
Activities
Barrow and District Disability Association offers:
Disability Centre
Disablement Advice and Benefits Service (DABS)
Disability advice, infomiation, and signposting
Adult education and learning
Assessment support services
Groups and activities
Volunteering opportunities
The staff and volunteer team deliver a range of ser￿iceS from our community-based
centre, with the overall aim of improving people's lives.
As well as providing a range of senil￿s, we also offer advi￿, information, and a
signposting service to the general public. We are active in local community networks
and work in partnership with other organisations to ensure disability issues are
considered and represented throughout our community.
Financial Review
Our accounting arrangements continue to be overseen by Tl Financial Services. The
charity has fa￿d ongoing challenges during 202312024 due to increasing core costs
and difficulties in securing funds, mirroring the broader issues fa￿d by charities
across the sector.
The closure of our café was necessitated by the departure of a key team member,
prompting a re-evaluation of the financial viability of the café offer. While the café
space remains temporarily closed, it has been repu￿OSed for social activity groups,
ensuring its continued value to the community.
To address financial challenges. the Trustees and the Honorary Chief Officer have
focused on reassessing funding streams and diversifying income sources.
Unrestricted income growth through donations, fundraising events, and online
platforms remains a priority.

Accurate record-keeping and reporting to funders have been maintained. The
Trustees have committed to annual salary reviews, aligned with available funding
and pay rates.
The development of our website and social media plafforms continues to be a key
part of our strategy to enhan￿ outreach and fundraising efforts.
Achievements and Performance
The Café, Centre & Room Hires
As of March 2024, the café remains closed following the departure of a key team
member, which necessitated a comprehensive review of its financial sustainability.
The café space is now utilised for hosting social activity groups, ensuring that it
continues to provide value to our community while we assess the feasibility of
reintroducing a revised café offering in the future.
Computer Project
Computer courses have continued, focusing on practical digital skills for everyday
life. Topics include spreadsheets, email management, online shopping, and online
meetings. While participation levels remain below pre-pandemic numbers, efforts are
ongoing to redesign the program for broader engagement.
Short Courses
Short courses, including creative arts and dressmaking, have continued to be
popular. Participants value the opportunities for social connection and skill-building,
especially in the context of post-pandemic recovery.
Disablement Advi￿ & Benefits Service (DABS)
The service has seen increased demand, with a rise in failed assessments requiring
appeals and advocacy. The team continues to support Clients through applications,
assessments, and tribunal processes, with a 95 % Suc￿sS rate in appeals.
The economic impact of suc￿Ssful awards has brought approximately £20 million
into the local economy.
Mary Robinson Building Project
The plans for expanding the adjoining building to enhance DABS facilities are
ongoing. The original pre-pandemic costings are no longer viable due to inflation and
rising construction costs. As such, the project requires re-scoping and updated cost
estimates. Fundraising for this project is planned to continue. with a renewed focus
on aligning the project with current financial and communty needs.
Volunteering and social activities

We are developing a range of social activities aimed at supporting socially isolated
individuals. These activities are designed to help participants build connections,
improve their well-being, and encourage greater engagement with volunteering
opportunities.
Volunteer recruitment also remains a key focus, our initiative are supported by the
"Know Your Neighbourhood Fund. and the Furness 4 U partnership. Together, these
initiatives aim to reduce social isolation by fostering meaningful community
involvement through increased volunteer participation and carefully designed social
programs.
Future Plans
The Board of Trustees plan to address financial and operational challenges.
Priorities include:
Expanding digital fundraising efforts
Growing unrestricted income streams
Enhancing volunteer recruitment, social activities and training
Re-scoping and progressing the Mary Robinson Building project
Succession planning and organisational development initiatives supported by
the Lloyds Foundation
The Lloyds Foundation's support has enabled the organisation to start to focus on
building leadership capacity, enhancing governan￿, and ensuring the sustainability
of our services. These ongoing initiatives will allow us to navigate the challenges of
an evolving sector and prepare for future transitions within the organisation.
The Trustees remain committed to supporting the community, adapting to changing
needs, and ensuring the organisation's sustainability.
Approved by order of the Board of Trustees on 31st March 2024 and signed on
its behalf by:
Mrs. Margaret Burrow MBE
Honorary Chief Executive Officer
Barrow and District Disability Association

Income and Expenditure Account
Barrow District Disability Association
For The Period Ending: 3110312024
Unrestricted Restricted
funds
funds
2024
2024
Unrestricted Restricted
funds
funds
2023
2023
Total 2024
Total
2023
Notes
Income From
Donations & legacies
Charitable activities
Investments
Other
Total
2783
30560
4744.64
10819
106778
13602
137338
4744.64
1,264
18.613
1,695
15,030
69,290
16,294
87,903
1.695
38088
117597
155684
21,572
84,320 105,892
Expenditure on
Raising funds
Charitable expenses
Total
35199
35199
113361
113361
148560
148560
36,888
36,888
112,844 149,732
112,844 149,732
Net movement in
funds
Transfers between
funds
Fund balances at 1
April 2023
Fund balances at 31
March 2024
2888
4236
7124
-15.316
-28.524 43,840
6326
-6326
65,635
-65,635
39.135
204.988
244,123
-11,184
299.147 287,963
48349
202898
251248
39.135
204,988 244,123

Balance Sheet
Barrow District Disability Association
For The Period Ending: 3110312024
Unre5triGted Restricted
funds
funds
2024
2024
Unrestricted Restricted
funds
funds
2023
2023
Total
2024
Total
2023
Notes
Fixed Assets
Tangible assets
Total
255,044 255,044
255.044 255,044
265,865 265,865
265,865 265,865
Current Assets
Debtors
Inveslments
Cash in bank and in
hand
Total
3,024
3024
175.185 175185
1,513
1.513
171.559 171,559
45,325
30,227
75552
37.622
38,819
76,441
48349
205412 253761
39.135
210.378 249,513
Credltors
One yèar
Total
2.513
2513
2513
2513
5390
5.390
5,390
5,390
Net Current Assets
Total assets less
current Ilabilities
48349
202899 251248
39,135
204,988 244,123
48349
457943 506292
39135
470853 509988
Funds of the charity
Restricted funds
Unrestricted funds
Total
457943 457943
48349
457943 506292
470853 470853
39135
470853 509988
48349
48349
39135
39135

Analysi5 of Income
Barrow District Disability Association
For The Period Ending: 3110312024
Unrestricted Restricted
funds
funds
2024
2024
Total
2024
Unrestricted Restricted
fund5
funds
2023
2023
Total
2023
Donations & legacies
Donations & gifts
Legacies
Total
2.783
10,819
13602
1,264
15.030
16.294
2783
10819
13602
1,264
15.030
16,294
Charitable activities
Acom Mobility
Westmorland & Fumess Council
Cumbria Communty Foundation
Cumbria County Council
Sir John Fisher
Lloyds
Groundwork
BAE Systems
Café
Other
Total
5180
3.000
5,180
17,660
19,380
2,600
30,000
117
44,660
44777
14,660
19,380
2600
30.000
30000
25000
23838
2880
5443
5,400
5400
106778 137338
30,000
25000
23.838
2.880
5,443
7.833
7,833
5,250
87903
5,250
69290
30560
18613
Investments
Interest income
Total
4745
4745
4745
4745
1,695
1,695
1.695
1,695
Other
Total
Total Income
117597 155684
84 320 105 892

Analysis of Expenditure
Barrow District Disability Association
For The Period Ending: 3110312024
Unrestricted Restrided
funds
funds
2024
2024
Total
2024
Unrestricted Restricted
funds
funds
2023
2023
Total
2023
Raising funds
Staging fund raisers
Total
Charitable activities
Wages
Social SeGurity
Pensions
Occupancy
Tutors
Consultant Development Officer
Stationery
Vehicle
Café
Running Activites
Travel
CompLJter
Repairs and Renewals
Accountancy
Insurance
Asset Additions & Disposals
Other
Total
4,369
79.908
1.327
848
255
9,829
16.035
759
84277
1327
848
13048
9829
16035
2284
4,563
81,598 86,161
1.569
1,569
3,723
3,723
10,319
7.474
16.806
1.767
1,441
2,748
1,562
2,429
3,853
2,494
2,693
4.459
12.792
10,319
835
6,639
16,806
234
1,524
1.533
1,441
2.748
189
2,331
3,050
2,494
2,693
4.459
1.756
170
873
3,676
2.215
2,693
4.757
1756
1698
1868
5001
2767
2693
4757
1528
995
1324
552
1.373
98
803
366
35,199
366
113361 148560
233
36888
233
112844 149,732
Total Expenditure
113 361 148 560
112 844 149 732

Employees
Barrow District Disability Association
For The Period Ending: 3110312024
2024
2023
Number of employees
Charitable activites
Total
2024
2024
Employment Costs
Wages and salaries
Social security costs
Pension costs
Total
84277
1327
86.161
1,569
3,723
86453
There were no employees whose annual remuneration was
£60.000 or more.

Tangible Fixed Assets
Barrow Dlstrict Disabllity Associatlon
For The Period Ending: 3110312024
Freehold land & Other land & Plant,maehinery
buildings
buildings
& motor vehicle5
Fixlures,
fittin95 &
equipment
Total
At beginning
of the year
Additions
Dis
osals
At the end of
the
ear
409.449
23.555
146,055
579,059
409.449
23,555
146,055
579.059
Depreciallon
Freehold land & Other land & Plant.machinery
buildings
buildings
& motor vehlcles
Fixtures.
rffting5 &
equipment
Total
At beginning
of the year
Additions
Dis
osals
At the end of
the
ear
156,711
23,422
133,061
313.194
8.189
33.22
2.599
10.821
164.900
23,455
135.660
324.015
NBV al start of
ear
252,738
133
12,994
265,865
NBV at end of
ear
244.549
100
10.395
255.044

Debtor5
Barrow District Disability Association
For The Period Ending: 3110312024
2024
2023
Debtors
Prepayments
Total
3.024
3024
1.513

Current Assets
Barrow District Disability Association
For The Period Ending: 3110312024
2024
2023
Listed Investments
Total
175,185
175185
171,559
171 559

Cash Held
Barrow District Disability Association
For The Period Ending: 3110312024
2024
2023
Cash at bank & in hand
Total
75.552
76.441

Creditors
Barrow District Disability Association
For The Period Ending: 3110312024
2024
2023
Accruals
PAYE Tax
Pension
Total
1.185
1.328
2,022
1,395
1,973

Charity Funds
Barrow District Disability Association
For The Period Ending: 3110312024
Fund
balances
brought
forward
Fund
balances
carried
fonvard
Purpose and
Restrictions
Gains and
losses
Income
Expenditure
Transfers
Centre
Administrator
Centre
Development
Fund
Disabilty and
Benefit Advice
New Stye Adult
Education
Wellbeing
Activilies
Childrens Xmas
Barrow B.C.
Cumbria
Communily
Foundation
1.754
14,660
6,580
6,326
15,534
16,035
501
D.A.B.S.
New Style Adult
Education
Wellbeing
Activities
Grotto
Mary Robinson -
Legacy
32,862
60.650
66,105
57,816
19.499
68,993
18,416
5,411
71,998
10,000
10,000
10,000
1,075
1.075
Building Project
Resources
Officer
To Cover Hon
CEO Retiring
Buy a Brick
Campaign
Furness For
You
secure tangible
assets
Cenre
Maintenance
58,891
58,891
Sir John Fisher
7.811
7,811
Replace Hon CEO
57,000
57,000
Buy a Brick
30,300
33
30.333
Furness For You
23.838
19.230
4.608
Tangible assets
Centre
Maintenance
Unrestricted
Funds
Other funds
265,866
10.821
255.045
16.100
16,100
39.135
38,088
35,199
6,326
Nla
48,349
ota
un