Company Registration Number - 2446695
The Charity Registration Number is
1001288
Chinese Wellbeing
Report and Accounts
31 March 2025

Chlnese Wellbeing
Report and accounts for the year ended 31 March 2025
Contonts
Page
Charlty Informatlon
Trustees, Annual Report
statement of directors. responslbllltlfrs
Ind&p•ndont Examlnèr's Rèport
12
Funds Statoments...
Statement of Financial Activities
Statement of Financial Aclivities - Prior Year slalemenl
Movements in funds
Income and Expenditure account
14
15
16
17
Balance sheet
NotOS to thè accounts
18
19

Chlnese Wellbeing
Company Registration Number- 2446695
Trustees, Annual Report for the year ended 31 March 2025
The Trustees present their annual report and accounts for tho year ended 31 March 2025.
As with last year we would like to record our gratitude to those organisalions who provided both financial and
non-financial support during the year.
These include..
Lloyds Bank Foundation England and Wales
Liverpool City Council
PH Holt
NHS Liverpool ICB
Independent Agè
Pine Court Housing Association
Hoallhwatch {Liv8rpool)
Merseycaie NHS
Power of Music
We continue to use our reach into tha Chinese ¢ommunily for variou$ engagement 8x6r¢lses for éxternal
agencies and to support housing associations.
Our unSque ability to engage with the Chlnese communSty for heallh and wellbeing issues is a strength whlch
we continually strive to develop in an effort to remain 5UStainable.
Chairs Ovetvigw
Chinese Wellbelng has continued lo adapt to a challenging financial environment, pursuing its strategy of
brin9ing its costs in line with reduced income. As rèportèd last year, it was nacassary for us to withdraw from
the delivery of Domiciliary Care and Respite Services since the City Councsl was unable lo pay a viable rale
for thé delivery of Ihase services,. tha rata offerad lo seNice providers was well below the rale recommended
by the National Home¢8re Association. Chinese Wellbeing had been subsidising the provision of these
services in Liverpool for many years, bul the subsidy was approaching £5,000 per month and the gap was
not bridgeable through fundraising. This presented us with some major challenges, since this contract was a
key source of funding for our core costs. However. our prudence in previous years Coupled with support from
other funders provided us with th8 means to adapt over a period of lime.
Nola 6 in our accounts shows £13.584 redundancy c051s. These relate lo the restructuring following the
withdrawal from domiciliary care.. there are no further redundancy cornmilm8nls outstanding at the balance
sheet date.
As part of our focus on costs, Wg also looked at our accommodation needs.. whilst we had benefited Irom
gonerous arrangement with our landlord for the Staten Court premises, with rising service charges these
were no longer affordable - or indeed required. With the help of our Trustee Jim Crook, we were able to
secure more 8Ultable accommodation at Toxlelh TV,
We end thls year as a financially viable organlsalion, but with more to be done over the forthcoming 2 years.
This has been a painful process, wth the loss of dedicated and highly competent staff, the reduction in
5eNices lo some clients, and more emphasis on paid-for s8Nices.
Naverth61ass, Chinese Wellbeing has continued to deliver a range of services and projects, either free-
stsnding or in collaboration with partners. And as I said last year, the Trustees arè d8lemiin6d to apply the
wealth of experience and the slalus of the Ghinese Wellbeing brand, in svpport of the Chinese cornmunily,
building on the projects and collaborations that we have in hand as ￿11 as in new directions consislenl wlh
our objectives,

Chinese Wellbelng
Company Registration Number- 2446695
Trustees, Annual Report for the year ended 31 March 2025
In common with many voluntary sector organisalions, Chinese Wellbeing has found it difficult to attract new
Trustees, especially those who funding organisalions would regard as bringing 'lived experience, to the
board. I was therefore particularly pleased to be able to welcome Dr Xiaoxiao Hou as a new board member
in the course of the year. The search continues for others with the necessary skills and attributas to add to
our board to guide the future development of the ¢harity. In addition I should also acknowledge the support
and conlribulion from board advisors Tim Passey and Arnas Tamasauskas. Both have made available
invaluabla skills and experience.
I should also acknowledge and thank our former Chief Executive, As part of his plan for reslrucluring, Colin
proposod the deletion of the Chief Executive post,. the board accepted this wth roluclance, and my Chair's
report would be lacking if it were not to note thg hug8 contribution that Colin has made lo the development ol
Chinese Wellboing and the high regard in which it is held. Thank You Colin for your input as CEO and for
your ongoing support as a volunteer .
Di has stepped up as Chief Operating Officer, with other adjustments lo cor& staff as budget and workload
demand.
In conclusion, my thanks to all fellow Trustees, our Board Advisors, to Ouf stsff, and to our supporters and
collaborators.
Andy Green
Reference and admlnistrative detalls
The charlty name.
The legal name of the charity is'.- Chinese Wellbeing.
The charity is also known by its operating name. Chinese Wellbeing.
The Charlty's areas operatlon and UK ¢harltablo reglstratlon.
The charity is registered in England & Wales with the Charity Commission in England & Wale3 ICCEWY with
charity number 1001288.
The charity doas not operate in any oversèas jurisdictions.
Legal structure of the ¢harity
The charity is conslilulèd as a company limitèd by gu8ranlee, registerad undor tha Companies Acts The
governing document of the Charity is the Memorandum and Artioles of Association establishing the company
under company legislation.
The governing document is dated
27 November 1989
Thora are no reslriclion5 in the 9overning documents on the operation of the Charity or on its investment
powers other than those imposed by Charity Law.
By operation of law all, trustees are directors under the Companies Act 2006 and a15 directors are Iruslees
under charities legislation and have responsibilities, as such, under both company and charity legislation.
The trustees are all individuals.

Chinese Wellbeing
Company Registration Number- 2446695
Trustees. Annual Report for the year ended 31 March 2025
The principal operatlng addros8. telephone numbor, omall and addr•$sos of tho charity are:_
37- 45 Windsor Street
Liverpool, L8 1XE
Telephone 0151709 2643
Email Address info@chinesewellbeing.co.uk Wgb address www.Chinesewellbeing.co.uk
The règistered office of Ihe charity for Companies Act pu￿09eS is'.-
23 Argyle Street
Liverpool
L15BL
Tho Tru¥tee8 in office on Iho dato the report was approved wero:.
Mr Andrew Michael Green
Mrs Polly Yee-Ling Green
Dr Simon Siu Man Kan
Mr Oscar Ip
Mrs H8len Owen
Mr James Crook
Mr Stephen Wong
Mr Kai Kwong Simon Wong
Xiaoxlao Hou - appolnted 0910512024
The followlng p8rsons s•ni8d as Tru$toè¥ during the year gndod 31 March 2025
The truste6s who sèrvèd as a trustee in the reporting period were as shown above.
All the trustees are also members of the charlty.
Objects and activities of the charity
The purposes of the charlty as set out In Its governlng document.
The obj6ctivés of the charity are sel out in the Memorandum of Association of 27th Novemb&r 1989 as
amended by the Extraordinary General Meeting of 5th November 1990, and incorporated in the Companies
Act 2006 compliant revision of the Memorandum and Articles of
Chinese Wellbeing of 2015. They are..
1. to promote the education of people In the prSnciples and pr8ctlc& of good citizenship and service to thè
community
2. to promote 8nd provide social services of a charitable nature for the benefit primarily but not exclusively of
Chinese persons resident within the aiea with the objective of
improving the condition5 of life of the persons to whom such servi￿$ are provided
3. to advan￿ the education of unemployed persons. in particular thosè of Chinese origins, who are in need
of assistance by providing them with vocational training

Chinese Wellbeing
Company Registration Number- 2446695
Trustees. Annual Report for the year ondod 31 March 2025
The main activities undertaken in relation to those purposes during the year.
Chinese Wellbeing dÈlivÈrs a suite of seNices that aim to..
. Enable independent living.
. Promote physical, mental, social and economic well-being.
.Support cornmunity involvement.
.Enable a bètter roul6 for eommunity engagement.
.Advo¢ale on behalf of our clients - and help them develop and use their own voices.
. Provide informalion - to clients and about the needs of our client, lo Government, local agencies and th8
community al large.
Ensuring that the Work of the Organisation Delivers our Aims
The activities of Chinese Wellbeing are built around our experience and understanding of the specific nèeds
of our ¢lienls which are driven by the following characteristics..
Reluctance on the part of many in the cornmunity to seek help due lo social stigma and 18ck of
understanding aboul how the system works and whal services are available.
Problems in 8ccessing and b8n8fici8lly using mainstream services because of language difficulties and
cultural barriers.
. A lack of knowledg8 and skills in 8elf•care and self-support, particularly in the aréas of mèntal hèalth and
preventing and managing chronic diseases,
.Social isolation due lo language difficulties and disabilities. particularly amongst older people and those with
learning difficulties and their carers.
.A lack of support and Confidence to venture out ol th6 'Chlnese Comfort Zone 'and
become involved in wider community aclivilies.
To address these issues Chlnese Wellbeing acts as a facilitator and conduit between its Service Users and
their extended families and mainstream care seNices. We have continued lo hold presentations, awareness
sessions and consultation event3 with partners to educate the
¢ommunily in arèas of health and wellbeing which have previously been difficult lo a¢￿$$,

Chinese Wellbelng
Company Registration Number- 2446695
Trustees. Annual Report for the year ended 31 March 2025
The main actlvlties undertaken during the year to further the charity s purpose for
the public benefit.
How our Activiti8$ Daliver Public Benefit.
The activities of Chinese Wellbeing provide public benefit directly through tho support that it givès to its
client5, bul it a130 provides public benefit by providing a link between the Ching$9 community and other
agancies so that thèy can fulfil their obligations more cost effectively and inclusively. All the activities that
Chinese Wellbeing carries out are of a social or charitablo
nature, undertaken to further the Gharltable objectives ol the organi$81ion which are sel out above.
Who has Used and Benefited from our Services?
Chinese Wellbeing provides services for the benefit primarily but not exclusively of Chines8
people resident within the area of M&rs6ysida and the Liverpool City-Region. The direct beneficiaries of
Chinese Wellbeing's activities are primarily those who consider themselves lo be
Chinese, but we also provide services to people who are not Chinese bul are in need of support and are
happy lo receive that support from Chinèse Wellbèing.
The malorlty of direct servlce users are of Chinese orlgln. wllh an age range betwe8n 55 and 95 years. The
gender balance of beneficiaries using the Club services were predominantly female. Generally, most service
users live 81one, speak little English and live with a range of chronic illnesses and disabilities.
Our long expgrienGe and wide knowledge of the Chinese Community enables us lo support other agencies
and disseminate clear information for Ihe local aulhorilies, the NHS,
Central Government. Registered Social Landlords and other charities.
W8 would also point out that thè wider society and its institutions al80 benefit from our services, Chine38
Wellbeing champions intggralion and encourages members of the Chinese community lo engage., it enables
social care and healthcare agenci8S to reach harder 10 access communilias, thus fulfilling their own
objectives and targets. Also, by enabling independent living for longgr, Chinese Wellbeing helps reduce
costs associated with earlier and longer hospilal and care facility stays.
The Irusl8es have had regard to the Charity Commission's guidance on public benefit in managing the
aclivities of the charity.
The short term and longer term aims and objectives.
Plans for th6 Future
Continu8 to develop Health and Wellbeing activities.
Continue to explore cornmefcial opportunities to generate revenue either as a one off project or preferably
in a more svstainable service offering.
We will consider all opportunities to apply our expertise across a wider geography.
We will continue lo work towards securing dedicated and customised space to gnable our activities to be
better provided and more easily accessed by our clients.
We will seek to irnprove collaborative working with agencies with which we might have synergies.
Invest in training and recruitment.

Chinese Wellbeing
Company Registration Number- 2446695
Trustees, Annual Report for the year ended 31 March 2025
The main achievements and performance of the charity during the year.
What Serwces and Activities were provided?
Senrices ar8 delivered through the following kèy activilie5',
Personal Wellbeing Setvice
The s6rvice providés non-règu18tad activity via a Personal Assistant to support the client to sustain an
independent life style whilst still living at home and is chargeable.
Evgrgra8n W8llbeing Club
Evergreen continued ils, aclivities throughout the year both face to lace and online which include singing.
British Gymnastics Foundation Love lo Move exeicise programme, Pom-pom dancing, Nordic Walking,
cookery, crown green bowling, online arts and craft sessions which all help lo keep people connected and
stimulated.
The 'Heallhy Life style sessions, included talks on cancer screening, vaccinations, energy savings, dementia.
brain health, online scams, mental health, Lasting Power of Attorney's and Wills.
Birthday and seasonal events Such a5 Christmas and Chinese New Year arè important to our Club members
and the community in general. Special Ihanks to the Mayflower Restaurant lor hosting this year's Chine$e
New Year ￿lebrationS.
The Power of Music Fund.. Music for All Grant Award
We were su¢¢essful in our appli¢8tion for a grant for the further development and expansion of our dementta
friendly choir. During the yoar the choir performed at tha following events accompanied by Nannan Lu and
our Trustee. Dr XlaoxSao Hou on the guzheng:
Ment81 Health Awareness Day al Liverpool Central Library.
Evergreen Club Chinése New Yéar Cèl6bralion- A spécial perlormance attended by Mers6yside Police
officers, neighborhood manag8fS, and distinguished guests. Participants proudly sang traditional Chingge
New Year songs, embracing their heritage while connecting wllh the wder Liverpool community.
BBC Radio Merseyside Dementla Information event.
Special thanks to Dr Xiaoxiao Hou for her continued support and music81 direcb'on.
NHS Hoallh & Wellbeing Demantia Project
Tea House Reminiscenc8@ILiverpool Chinese Dementia Network
During the period we were pleased to have been able to continue our monthly Tea House Reminiscence@
and to further develop our pro and post diagnosti¢ support services including our Chinese Dementia Support
Ne￿ork. Demand for our services continues lo grow which 15 leslament lo the hard work of our bi-lingual
Dementia Champions, Angel, Maggie and Julie in raising awareness of demenlia and their efforts in reducing
Ihe social stigma which èxists within tha community. The Ne￿ork is open lo anyone who has memory
problems Dr who has received a recent diagnosis and their family carers. Members of the Ne￿Ork completed
the pilot Post Diagnostic Support Programme developad by Mersey Care but which was culturally adapted
with support from Chinese Wellbeing. The programme was delivered in Cantonese and was well received.
Mersey Care has now invited both Maggiè and Angel to allend their Cognitive Stimulation Thèrapy training
later in the year.
Tea House is a registered brand, and is open to anyone over the age of 55 years but particularly aimed at
Ihose living with demenlia, or al risk of derllenlia and their family caret3. 11 is a rneans of helping those Tmlh
demontia and oth8r memory problèms. 11 provides a sale and memoryrich environment aimed at stimulating
participants through a varied aclivily programme,

Chinese Wellbelng
Company Registration Number- 2446695
Trustees, Annual Report for the year ended 31 March 2025
Liverpoo5 City Council Community Champion -Phas8 3
The Community Champions {CCs) team was originally sat up by Livarpool City Council lo support community
based programmes to tackle Covid 19, vaccination information, vaccine uptake and to engage with
disproportionally impactad communities. During Phase 3 of the project, the focus of this work as directed by
Liverpool Public Health is on childhood immunisations and vaccination$, cancer, cardiov28cular disease and
mental health.
Our CC helped lo facilitate evgnts supporting mental health and w8llb&ing and th8 hoallh talks mentioned
abovè. In collaboration with Cheshire & Wirral Partnership NHS Foundalion Trust our CC made
arrangements for the NHS Livewell Bus to be situated at the Chung Wah Supermarket in China Town on 6
occasions throughout the year. Chinese Wellbeing staff team provided language support. The aim was to
provide easy access lo seasonal va¢¢inations, physical hèalth chaeks and for th8 first lime, cetvical
screening. These events were considered a success with higher than an-ticipated numbers. Many thanks lo
Chung Wah Supermarket for supporting thes6 evartts.
Independent Age.. Cosl of Living Support Programme
Enabled us to provide support to the over 65's lo acces5 welfare benefits and other cost of liwng initiatives
such as energy savings and the Household Voucher Support Scheme. Funding ended under this grant in
October 2024.
Independent Age.. Older People's Fund
We were delighted to have been awarded a new grant from Independent Aga tc provide cost of living support
lo women over 65 from racially minoritised gfOUPS. The funding will enable Chinese Wellbeing to expand our
bilin9ual welfare benefit support service further afield.
The grant commenced In February 2025 and is for a period 013 years.

Chinese Wellbeing
Company Registration Number- 2446695
Trustees, Annual Report for the year ended 31 March 2025
Structure, governance and management of the charity
The methods used to recruit and appolnt new charity trustees.
Governance and Structure.
Chinese Wellbeing is a company limited by guarantee and a re9lStered charity. Membership of th8
organisation is open only to the Truste8s and the business of Chines6 Wellbèing is managèd by the
Trus18es, who meèt regularly as a Board. The trustees. act on a voluntary basis and are not in receipt of any
emuneralion from Chinese Wellbeing. The Articles of Assoclation 31ipulale that there are to be at least 3,
and no more than 15 trustees.. The Board of Trustees currently numbers 9.
The Board meets on a regular 6-weekly cycle unless Ihere are particular issues to be addressed that require
additional meetings.
Advisors
The Articl88 of Association provide for the Board to maintain an advisory panel. In the course of Ihe year, the
organlsalion bènefitted from retaining the seNices of a firm of solicitors for specific guidance in Employment
Law. The Board has been further strengthened with 5UPPOrt from Special Advisors Tiffl Passey, Arna5
Tamasauskas and Colin Lin9 who continues lo support the organizalion on a voluntary basis since stepping
down as CEO in May 2024.
Recrultmenl 8nd Induction of Tiuslees
Following our r8cruilmenl efforts throu9h Reach Volunteering in the previous year, we appoint8d a n8W
Iruslee Xiaoxlao Hou Sn July 2024.
Financlal revlew
The charity's flnancial position at the end of the year ended 31 March 2025
The financial posilion of the charity at 31 March 2025 and ¢omparaliV6S for the prior pgriod, 8$ more fully
detailed in thé accounts, can be summarised as follows...
2025
2024
Net income
{10.933}
(53,907}
Unrestricted Revenue Funds available for the
geneial purposes of the charity
Total Unre$trl¢ted Funds
150,827
161,760
150,827
161,760
Total Funds
150,827
161,760

Chinese Wellbelng
Company Registration Number- 2446695
Trustees, Annual Report for the year ended 31 March 2025
Financial revlew of the position at the reporting date, 31 March 2025 .
Income
Tha withdrawal Irom domiciliary care was complotad March 2024. In th& last financial yaar approximately 34
/0 of our income derived from delivering community support under a Direct Payment and supporting carers
under the Carers Voucher Scheme on behalf of Liverpool City Council.
Grant income accounted for 47.5% with the balan￿ being made up ol individuals paying for se￿iceS
supporting independent living and translation and interpretation setVi¢gs mainly foi key stakèholders. We are
continually assèssing Other potential areas for income generation.
Pollcles on reserves.
Reserves Policy
Chinese Wellbeing has been very mindful of the ri8k to its operations arising from pressure on public funding.
The Trustees consider il to be prudent in these Circumstances to keep 3 months running costs in rÈs8Né and
sufficiènt fund8 for potential redundancy payments of an amount in excess of £110,000.
Availability and adequacy of assets of eaGh of the funds
The board of trustees is satisfied that the charity's assets in each fijnd are available and adequate to fulfil ils
obligations in respect of each fund.
Investment policy and investment objeGtives.
Chinese Wellbeing operates a prudent reserves policy, and a prudent investment policy. The Board of
Trustees is mindful of the fecent volatility and unreliability of financial products and has Opted for the
investment of its lunds in low risk commercial products.
Detalls of The Independent Examiner
Tracey Pritchard BA FCA
Member of Member of Inslitule of Chartered Accountants in England & Wal89
255 Poullon Road
Wallasey
Merseyside
CH44 4BT

Chlnese Wellbelng
Company Registration Number- 2446695
Trustees. Annual Report for the year ended 31 March 2025
Statement of the Directors. and Trustees, Responsibilities
The charity's trustees are responsible for the preparation of the accounts in accordance with the terms of the
Companies Act 2006, the Charities Act 2011 and the Charities (Accounts and Reports) Regulations 2008.
NO￿lthstandIng the explicit requirement in the extant statutory regulalions,Ihe Charities IAGcounls and
Reports) Regulations 2008. to prepare the financial statements in accordance with tho SORP 2005, in view
of the fact thal the SORP 2005 has been withdrawn, the Trust8es determined to interpret this responsibility
as requiring them to follow curr6nl bast pra¢li¢e 2nd prepare the accounts according to the FRS 102 SORP
(Statement of Recommended Practice for Accounting and Reporting by Charities} 2019, applicable to all
gccounling periods beginning on or after 1st January 20191, (The SORPI.
In particular. Ihe Companies A¢1 2006 and Charity law requlre the Board of Trustees to prepare financial
statements for each financial year which give a tlue and fair view ol thé stale of affairs of the charity as al the
end of the financial year and of the surplus or deficit of the charity. In preparing those financial statements
the Board is rèquired lo
to prepare the accounls in accordance with Uniled Kingdom Generally Accepted
Accounling Practice (United Kingdom Accounting Standards and applicable lawl,
select suitable accounting policies and apply them consistently-,
make judgements and estimates that are reasonablg and piudenl.,
preparè thè financial slalèments on thé going concern basis unless il is inappropriate
lo presume thal the chaTlty will continue in business.,
slalo whalhar applicable accounting standards and statements ol
recommended practice have be8n followed, subject to any malenal
departures disclosed and explained in the financial statements;
The law require5 that the trustees must not approve the accounts unless they are satisfied that they give a
true anol fair view of the state of affaiis of thg oharily and ol the surplus or deficit of the charity for the year.
The Truslees are also responsible for maintaining adequate accounting records whlch disclose with
reasonable accuracy al any time the financial position of the charity and which aré sufficient to show and
explain the charitys transactions and enable them to ensure that the financial statements comply wth the
Companies Act 2006 and comply with regulations made under the Chsriliès A¢1. They are also responslble
for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and
detection of fraud and other irregularities.
The Trustees are also responsible for the Contents of the Trustees. report, and the slalulory responsibility of
the Independent Examiner in relation to the Trustees, report is limitgd lo examining the report and ensuring
that . on the facg of the report, Iheie are no material inconsistencies with th8 figures disc103ed in the financial
slalemenls,
Method of preparation of accounts - Small company provlslons
The financial slalemenls are sel out on pages 14 to 38.
The financisl stateménts hsve been prepared implementing the FRS 102 SORP (Statement of
Recommended Practice for Accounting and Reporting by Chariliesl 2019, applicable to all accounting
periods beginning on or after 1st January 2019), {The SORP), and in accordance with the Financial
Reporting Standard 102, (effective 1 st January 2016)
These financial statements have been prepared in accordance with the provisions in Part 15 of Iha
Companies Act 2006. applicable to companies subject lo the small cornpanies regime.
This report was approved by the board of trustees on
2025.
ANDY GREEN
Director and Trustee

Chlnese Wellbelng
Report of the Independent Examlner to the Trustees of the charltable Gompany on the accounts
for the year ended 31 MarGh 2025
I report lo the Trustees on my examination of the financial slalemenls of the charilablo company on pages 14 to 38
for the year ended 31 March 2025 whith have been prepared in accordance wilh the Charities Act 2011 Ilhe Acl>
and with tho Financial Reporting Standard 102. (effective 1st January 20161 as modified by FRS 102 SORP
{Stalemenl ol Recommended Practi￿ for Accounting and Reporting by Chariliesl 2019. applicable lo all accounting
period5 beginning on or aller 1 sl January 20191, IThe SORPI, published by the Charity Commission in England &
Wales ICCEW) and under the historical cost convention and the accountlng policies sel out on page 19.
R•spgctivg ro8pon8ibilitie$ of thg Tru$tse8 and tho Indepgndgnt Examinèr and thè basls of tho report
As described on page 11. you. the charitable company's Trustees. who are al80 the Directors of Ihg Company for
the purposes of Company law, are responsiblo lor the preparation of the finincial statements in accordance with the
Companies Act 2006, the Charities Act 2011 and all other applicable law and wilh United Kingdorn Générally
Acc8Pt8d Accounting Practica, applicab18 to smaller enlilies. and for being satisfied that the financial ststomenl$
glvg a Irug and fair view.
Th& Trusteès consider Ihal tha audit raquirgmgnl of Séelion 144111 of the Charities Act 2011 Ilhe Acll does not
apply, and that there is no requirement in the memorandum and articles ol the charity lor the conducting of an audil,
and Ihal the accounts do not requir8 an audit in accordance with Part 16 01 the CompaThigs Act 2006 and that no
member or members have requested an audil pursuant to S9clion 478 ol the Companies Act 2006. As a
consequence, the Trustees have elected that the financial slalemenls be subject lo independent exarnination.
Having satisfied myself that tho financial Stslemenls are not requlred lo be audited under any legal provision, or
olharwise. and are eligible for independent gxaminalion, it is my r8sponsibility lo...
al oxaminè th9 financial slalgmenls of the charity under Se¢lion 145 of Ihe A¢t',
bl follow the appll¢able pro¢edure8 in the Dlrecllons given by tho Charity Commission under section 14515llbl Df
the Act.
Ba818 of Ind8pend8nt Examln8rfs Stat8ment and scope of work undortak•n
Since Ihe charitable company's gross income ex¢eeded £250,000. the charitable company's examlner musl be a
member of a body listed in saclion 145 of the A¢1. l ¢onfirm Ihal l am qualified lo undertake the examination b8caus8
l am an aulhorised member of Member of Institute of Chartered Ac¢ounlanls in England & Wales, which is one of
tha lisl8d bodies.
l ieport in respect of my examlnallon of the charity's financial statements carried out under s145 of the Acl. In
¢arrying out my examination, I have followed all Ihe applicable Directions given by the Charity Commission under
seciion 14515llb) of the Act $811ing out the duties of an ind8pendent exarniner in relation lo the conducting of an
independènt oxarninalion. An ind8pendénl examination includes a review ol the accounting records kept by thè
charitable company and of the accounting syslems employed by Ihe charitablo company and a ¢ompaiison ol the
financial stal9m8n￿ pre$ent8d with thosè records. 11 also includes consideration ol any unusu?1 items or disclosure5
in the financial slalemenls, and seeking explanations from you, as Tnjslees, conearning such mallers. The Pufpose
of the examination is lo establish as lar as possible that there have been no breachgs of charity18gislalion and ihal,
on a lest basis of evldence ￿ levanl lo the amounts and disdosurès madè, th8 financial statements comply with the
SORP.
The procedures undertaken do not provide all th6 evidence Ihal would be reQui￿d in an audll. and informallon
supplied by the Trustees in the course of the examination is not subjected lo audit 18sls or enquiries and does not
cover all the mallers Ihal an auditor would eonsidèr in arriving al an opinion. The planning and condud of an audit
goes beyond Ihe limited assurance Ihal an independent examination can provide
Consequently, I do not express an gudil opinion on the view given by the financial slalemenls, and in particular, I
express no opinion as lo whether the linanaal slatemonls give a true and fair view of the affairs of the charity, and
my report is limited lo the mallers set out in the statement below.
I planned and performed my examination so as to satisfy myself that the obje¢lives ol the independent 8xaminalion
are achieved and before finalising the report l obtained wrillen assurances from the Trustees of all material mallers.

Chinese Wellbeing
Indopèndgnt Examiner's Statement, Reportand Opinion
Allonlion is drawn lo the accounting policy staling that, notwithstanding the explicit iequiiemenl in the extant
slalulory regulations, the Charities (Accounts and Reports) Regulations 2008, to prepare the financial 3lalement3 in
accordance with the SORP 2005, in view of the fact that the SORP 2005 has been withdrawn. and in order lo accord
with current be81 practice, the Trugleés have determined lo prepare the financial slalements in accordance with th8
FRS 102 SORP {Slalemenl of Recommended Pra¢li¢e for Accounting and R8porting by Charitiès) 2019, applicable
to 811 accounting periods beginning on oi afier 1st January 2019}, IThe SORPI. I concur with Ihis approath, and
any relerenees in my raport to thg regulations should b8 read subjacl to this comrnanl.
Subject lo thè limilalions upon the s¢opa of my work a5 detailèd above, I havé eompleled my examination.. and can
confirm Ihal'_
The accounts of this charitable company are not required lo be audited undel Parl 16 of the Companies Act 2006..
The gross income of the charitable company in the year ended 31 March 2025 appear8 to exceed the sum specified
in Section 14513} of the Ael, namèly f 250000, and that l am qualified lo act as Independent Examiner in accordance
with that sèclitsn by virtue of my being a qualified member of Member of Institute of Chartered Ac¢ounlanl$ in
England & Wales..
This is a rgporl in respect of an examination carried out under 145 of Ihg Act and in accordane8 with Directions
given by the Charity Commission undèr seclion 1451Sllbl of the Act which may be applicable.,
and that no material matters have come lo my allenlion in connection wlh Ihg examiTralion giving me Cause to
beligve that in any malefial r6spècl'.-
accounting re¢ords were not kepl in re8pecl ol the charity as reqUI￿d by Sedion 386 of the Companies Act 2006
and Seclion 130 of The Chariligs Act 2011-
the finanoal slalemenls do not accord with Ihose records,. or
the finan¢ial slalemenl$ do nol Comply with the applicable requirement$ concarning the form and conl8nl of
accounts 581 out in section 396 of the Companies Act 2006 other than any requifement that the a¢¢ounl$ 9ive a
'Irug and fair, view, which 1$ not a matter ¢onsidered as parl ol an independent gxaminalion.,
have not been prepared In accordance wilh the methods and principles sel out in the FRS 102 SORP
(Slalemonl of Recommended Practic8 for Accounting and Reporting by Chaiiliesl 2019, applicable to all
accounting periods beginnin9 on or aller 181 January 20191, (The SORPI.
I have no concerns and have ¢ome across no other m8llers in connection with th6 examination lo which attention
should be dfawn in Ihis report in order lo enable a proper understanding of the financial slalemenls lo be reachgd.
Slgnod:.
Tracey Prilchard BA FCA- Indep8ndenl Examin6r
Member of Institute of Chartered A¢countanls In England & Wales
255 Poullon Road
Addres$ 2 insert on data work sheet row 37
Wallasey
Mersoyside
CH44 4BT
This repoil was signgd on
2025
12

Chlneso Wellbeing - Statement of Financial Activities for the year ended 31 March
2025
Statement of Financial Activities (including the Income and Expenditure Account for the
year ended 31 March 2025, as required by the Companles Act 2006)
SORP
Ref
Current year
Llnr&gtri¢t8d
Funds
Current year
R￿tr1¢t¢￿
Funds
Curr•nt yoar
Total Fund8
Prlor Yèar
Total Fund8
2025
202S
2025
2024
Income & Endowmènts from:
Donations & Legacles
Chari18ble aclivi11gS
Investsnents
A1
9,367
137,915
1,443
102,222
111.589
137,915
1,443
113.211
327,296
2.015
A4
Total In¢om0
148,725
102,222
250,947
442,522
Expendlture on:
Charitable acliviligs
B2
159,633
102,222
261,85S
496,429
Total exp8ndlture
159,658
102.222
261,880
496,429
Net movement In fundg
110,9331
{10.933)
153.9071
Re¢onclllatlon of lund$:.
Total funds brought forward
161,760
1e1,760
215,867
Total funds carriod forward
150,827
150,827
161,760
The 'SORP Ref indicated above 18 the classification of income s81 out in the fofmal SORP documents. As required by
paragraph 4,60 of the SORP, ihe brought fO￿ard and carried foN4ard funds above have been agreed lo the BaSan¢6
Shéet.
A separate Slalem8nt of Total Recognised Gains and Losses is not required as Ihis slalemenl indudes all recognisod
gains and1g¥¥e3.
All actimlies dérive from conlinulng operations
The notes attached on pages 19 to 38 form an Integral part of these accounts.
13

Chinese Wellbeing - Statèment of Financial Activitlès for thè year andad 31 March
2025
Chlnese Wellbeing - Analysis of prlor year total funds, as required by paragraph 4.2 of the
SORP
Prlor Year
Prlor Year
Prlor Yoar
Total Funds
SORP
Rel
Unieslrlcted
Fund#
Re$trlcted
FuniJs
2024
2024
2024
Incorne & Endowments from:
Donations & Lega¢le$
Charitable atliviliès
Other trading acliMIiè$
Inv8slments
Other
A1
28,729
327,296
84,482
113,211
327,296
2,015
2,01 S
A5
Total income
358.040
84,482
442,522
Exp&ndlture on..
Charilable 8clivitie$
B2
411,947
84,482
496,429
Total expendllure
411.947
84,482
496,429
N•t Incomo after transfers
IS3,9071
{53,9071
Nèt movement In funds
{53,9071
{53,9071
Roconclliatlon of funds:.
Total funds brought forward
215.667
215,667
Total funds carrled forward
161,760
161,760
All activities derlve from eontinuing operations
The notes attached on pagès 19 to 38 form an integral part of thèse accounts.
14

Chinese Wellbeing - Statement of Financial Activities for the year endad 31 March
2025
Movements in revenu8 and capital funds for the year ended 31 March 2025
Revenue accumulated funds
Unr•$tri¢tèd
Funds
Rèstrlctèd
Funds
2025
Total
Funds
2026
Last year
Total Funds
2024
2025
Accumulated funds brought forward
161,760
161,760
215,667
R8cognised gains and losse$ before
transfers
{10,933)
110,9331
{53,9071
150,827
150,827
161.760
Closlng rèvonuo fund$
150,827
150,827
161,760
Summary of funds
Unr•gtrlct•d
and
0•glgnated fund$
2025
R06trlcled
Funds
Total
Fund#
Last Year
Total Funds
2025
2026
2024
Revenue accumulatéd funds
150,827
160,827
181,760
Total funds
150,827
150,827
161,760
Reslricled grants of £34,147 were re¢eived in advance and have been carried forward as deferred income Isoe nolg 91.
The notes attached on pages 19 10 38 form an Intogral part of these accounts.
15

Chinese Wallbèing - Statemént of Financial Activities for the year ended 31 March
2025
Chlnese Wellbeing
Income and Expenditure A¢¢ount for the yoar ended 31 March 2025 as required by the
Companlos Act 2006
2025
2024
Incomo
Income from operations
Interest receivable
249,504
1.443
440,507
2,015
Gross Incomo In tho yèar bèforo exceptional Stoms
250,947
442.522
Gro8s Income In the year including OXCOPtional Items
250,947
442,522
Expendllure
Charitable expenditure, ex¢luding depreciation and 8mortlS81ion
Depreciation and amortisallon
Governancè costs
260,012
343
1,500
494.298
451
1,680
Total expenditure in th9 yoar
261,880
496.429
Net Incomo bofore tax In tho flnanclal yoar
110,9331
(63.907>
Tax on surplus on ordinary aclivilie8
Net Incom• aftor tsx in the financial year
110,933)
{63,907}
Gift A'd donalions made
Rotaingd surplus for the flnanclal year
10,933
53,907
All activities derive from continuing operalions
In accordance with the Provisions of Ihe Companies Act 2008, the headings and subheadings used in the Income and
Expenditure account havè bègn adaptèd lo reflect Ihe special nature of the chall1￿8 aclivilies.
The notes attached on pages 19 to 38 form an integral part of these accounts.
16

Chinese Wellbeing . Balance Sheet as at 31 March 2025
SORP
Note Ref
2025
2024
Flxed a888t8
Tangible assets
10 A2
1,409
Totsl flxed assets
1,409
Currant assets
Debtors
Cash at bank and in hand
11 B2
13,497
173,665
11,896
164,347
Tolal curront assots
187,162
176.243
redltor8: amounts falllng due withln
one year
12 C1
137.401>
{15,8921
Nèt currant assets
149,761
160,351
The total net a88Ots of the charity
150,827
161,760
The total not assèts of the charity ore funded by the funds of thg charlty, as follDw8'.-
Unre8tri¢tod Fund8
Unrestricted Revenuè Funds
15 03
150,827
161,760
150,827
161,760
Total charlty funds
150,827
161,760
The 'SORP Ref indicated above is the ¢lassiflcallon of Balance Sheet items as 88t out in the formal SORP
documen13. As required by paragraph 4.60 of the SORP, tha brought forward and Carried forward funds above
havé been agreed to the SOFA,.
The directors are satisfied that the company is enti11od lo exemption from the requirement to obtain an audit
under section 477 ofthe Companies Act 2006.
The members have not required the company to obtain an audit in accordance with section 476 of the Act.
The directors acknowledge their responsibilities for complying with the requirermgnls of the Companies Act 2006
with respect to accounling records and the preparation of accounts.
Th6 charity Is subject lo Independent Examination under charity legislation. and the report of tho Independent
Examiner is on pa9e 13,
Thè financial slalements h8ve been p￿pared in accordance with the provisions in Part 15 of the Companies Act
2006. applicable lo companies subject lo tha small companies regime.
ANDY GREEN
Trustee
Approved by the board of Irusteos on
2025
Tho notes attached on pages 19 to 38 forni an int¢gral part of thè80 accounts.
17

Chinese Wellbeing
Not•s to the Accounts for the yèar end8d 31 March 2025
1 Accountlllg policie5
Policies relatlng to the produc(lon of the acGounts.
8asls of preparatlon and ac¢ountlng ¢onvgntlon
The accounts have be8n prepared on the accfuals basis, under the historical cost convenlion, and in accordance with the
Financial Reporting Slandafd 102, {eff8clivè 1st January 20161 and 'FRS 102 SORP Istalemenl of Recommended
Practice lor Accounting and Reporting by Ch8rilies} 2019. applicable lo all accounling periods beginning on or after 1 sl
January 20191, IThe SORPI, published by the Charity Commission in En9land & Wales ICCEW) , and in aCCOfdance with
811 applicable law in the ¢harily's jurisdiction of registration, except that the charily has prepared the financial stalemenls in
a¢cordance with the FRS 102 SORP Islalemenl of Recommended Practice for Accournling and Reporting by Chariliesl
2019, applicable lo all accountin9 perii)ds beginning on or after 151 January 20191, (The SORPI, in preferencè lo the
previous SORP. the SORP 2005, which has been wllhdrawn, no￿11h$t0￿d1n9 the fact thal the extant slalulory regulations,
the Charilios {Accounls and Reports} Regulations 2008 refer explicitly lo th¢ SORP 2005. This has been done lo accord
with Cufrenl best pra¢lice.
Rl8ks and luturo assumptions
The charity is a public benefit entity.
The Trustees examined the malor slraleglc, buslness and operallonal risks that the charity laces. Following a review and
assessment of these risks, Ihe Tiuslees have fomulaled m8nagemenl policies and impleméntéd internal controls lo
millgale risks lo Ihe charity.
Policies relating to Categories of Income and Income recognlllon.
Natur• of incomè
Gros5 income represen15 the value, nel of valu8 addod lax and discounts, ol goods provided lo customers and worf<
carried out in respect of services provided lo customers.
Catogorlos of Incomè
Income 15 calégorised as incomè from exchange transactions Iconlracl income) and income from non-exchange
Iransaclions Igifls}, invoslmènl ineome and other income.
Income from 8xchang8 Iransaclion5 is received by the charity lor goods or services $upplied under ¢onlra¢l or where
enlillem8nl 15 subject lo fulfilling performanc8 r8laled conditions. The income the charity ieceives is approximately equal in
valua lo the goods or serwces supplied by the charity lo the purchaser.
Income from a non-exchange Iran88clion is where the charity receives value from the donor wilhoul providing equal value
in exchange, ènd Includes donations of money, goods and services freely given without giving equal value in exchange.
Income rg¢ognltlon
Income, whether from exchange or non exchange Iransaclions, is re¢ognlsed In the stslemenl ol financial activities
(SOFA) on a receivable basis, when a transaction or other evenl resulls in an increase in the charily's assets or
reduclion in ils liabilities and only when Ihe charity has legal enlillemenl, the income 1$ probablé and can be measured
reliably.
Income subject lo lems and condilions which musl be mel before the charity is ents'lled lo the resources is not recognised
until Ihe conditions have been mel.
All income is accounted for gross, before deducting any related fees or Costs.
18

Chinese Wellbeing
Notes to th8 Accounts for the year ended 31 March 2025
Accountlng for deferred Income and income recelved In advance
Where terms and conditions ralating lo incomg have not been mel or unceriainty exists a$ to whelhei the charity can meet
any telms or conditions othèrwisè within ils control, income is not reco9nised bul is deferred as a liability until il is
probable Ihal thè lerms or conditions imposed can be met.
Any grant that is subject lo performance-relaled conditions race1￿d in advance of délivèring thè goods and sgrviees
requir6d by that condilion, or is subject lo unmet conditions wholly outside Iha control of lh& recipiént charity, is accounted
for as a liability and shown on the balancè sh88t as deferred income. Deferrad incomg is re193sed lo incom9 in the
reporting period in which the perfomance-r&latèd or other conditions that limit recognition aro meL
When income from a granl or donation has not bÉèn recognised due lo the condilions applying lo the gitt not being wholly
within the ¢ontrol of the reciplenl charity, il Is disclosed as a conlingenl asset il rèceipt ol the grant or donation is probable
once Ihose conditions are mgt.
Where lime related conditions are imposed or implied by a funder. then the income is apportioned lo the lime periods
concerned,and, where applicable, Is accounted for as a liability and Shown on Ihe balanee sheet as deferred in¢ome.
When grants are received in advanc6 of the 8xpendilur& on the a¢livily funded by them. but there are no spe¢ifi¢ time
related conditions, then the In¢ome1s nol deferred.
Any condition that allows lor the recov9ry by the donor of any unexpended parl of a grant does not prevent recognition of
the income concerned, bul a li8bility lo any repayment is r8eogni58d wh8n rèpayment becomes probabl8.
Pollcles relatlng to expenditure on goods and seNlce$ provlded (o Ihe charlty.
Ro¢ognSllon of Ilabilitl•$ and expot)dituro
A liability, and Ihe related 8xpendibJre, 1$ recognised when a legal or ¢onslru¢live obligation exisls as a ￿sU11 of a pasl
event, and when il is more likely than not Ihal a Iransfgr of economic benefits will be required in sglllemenl, and when th
amount of the obligation can be measured or reliably eslimaled..
Liabililios arising from fulurg funding commitments and constructive obligation8, including performance related grants,
where Ihg timing or the amount of the future expenditure required lo settle the obligation are uncertain. give rlse lo
provision in the accounts. which is reviewe(J al Ihe aceounling yéar ènd. Thè provision is incrgasgd lo rellecl any
increases in liabilities, and is decreased by the ulilisalion of any provision within Ihe pèriod, and revarsad if any provision
is no longar requirgd. These movomen15 are charged or credited lo Ihe resFeclive (unds and activities lo which the
provision relalas.
Policies relatlng to assets, Ilabllltles and provlslons and other matters,
Tangiblo fixed assets
Tangibla fixed assets are measurad al Ihelr origlnal cost value, or subsequenl revaluation, or If donated, ay de3¢ribed
above. Cost value includes all costs expended in bringing the a5sel into its intended working ¢ondilion.
Deprgcialion has been provided al the following rates in order lo write off the assets lo their ants'cipaled resldual value
over their eslimaled useful lives.
Plant and machinery
33.3 0/0 slraighl lino
A regular annual review of the likelihood of asset impairment is undertaken.
D9btors
Debtors are measured al their recoverable amounts at the balance sheet date.
Creditors and provisions
Liabilities are measured at their setilement amount. A liabi1ily is regonised for th? the arnounl thè Charity anlicpales il will
pay to 5ellle Ihe deb or the amount il has received as an advance payment foi goods or servi¢es il musl provide.
19

Chinese Wellbeing
Notes to the Accounts for the year ended 31 March 2025
Fund Accounting
Unreslriclad funds are available for use at thè discrètion ol the trustees in furtherance of the general objectives of the
charity.
There are no endowment funds.
2 Liability to taxation
The Trustees consider that the charity salisfigs th9 t9s1s sot out in Paragraph 1 Schedulè 6 of Ihe Financé Act 2010 for
UK corporation lax purposes. Accordingty, the Charity is potentially exempt from iaxalion in respect of income or capllal
gains received within categories covered by chapter 3 part 11 of th& Corporation Tax Act 2010 or Section 256 01 the
Taxation of Chalgeable Gains Act 1992, to the extent that such income or gains ara appligd exclusively on the S￿¢iT1C
charitable objects of the charily and for no other purpose. Value Added Tex is not locoverable by Ihe charity, and is
therefore Included in Ihè relèvant costs in the Slalement of Financial Aclivits'e8.
3 Winding up or dlssolullon of the charlty
If upon winding up or dissolution of Ihe charity there remain any assets, after the satisfaction of all debts and liabililits. the
assets represented by the accumulated fund shall be transferred to some other charitable bc)dy or bodie5 having similar
objects lo th6 charity.
4 Signlficance of Ilnanclal Instruments to the charity's position
There are no significant impli¢alion8 of Such matters.
S Net surplus before tax In the flnan¢lal year
2025
2024
The nel surplus before lax in the linancial year is slated after charging;"
Depreciation ol owned fixed a98ets
Pension costs
343
5,549
451
10.840
6 Staff Costs and emoluments
Salary Costs
2025
2024
Gross Salaries axcludlng trustees and key management personnel
Employgr's opgralin9 costs of defined
contribution pension schemes
Redundancy Payment
Total salarlgs, wages and related costs
206,478
430,620
5,549
13,584
225,611
10,840
441,460
Numbers oflull tlme employees or full tlme equlvalents
2025
2024
Thè avèrage number of tolal staff 8mployed in Ihe year was
19
29
Engaged on charitable activities
19
29
Neither the Iruslees nor any persons conne¢led with Ihem have received any remuneration from the charity or any related
enlily, either in the currenl or prior year.
No employees received emoluments (excluding pension costs} in excess of £60,000 per annum.
20

Chinese Wellbeing
Notes to the Accounts for the year ended 31 March 2025
7 Defined contributlon penslon schemes
Any liabililes and assets associated with the schem8 are shown under debtors and ¢reditors.
8 Remuneratlon and payments to Trustees and persons connected with them
No Iruslees or p6rsons connected with them received any remuneration from the charity, or any related entity.
9 Deferred Income - Restrlcted funds
Current Year
Opaning
Deferrals
Released
R8coiv•d
l•$s reléaséd
In year
D•f•rr•d
from prior
y•trs
at yoar ènd
Innovations in Dementia - DEEP
LCC Community Champion
Independent Agg Cost ol Living
NIHR
Independent Age Oldèr Paoplo's Fund
3,987
3,987
12,500
12,500
3,043
13,043)
4,500
13,160
4,500
13,160
Total
3.043
30,160
34,147
2026
2024
These deferrals ara Included In credltors
34,147
7,030
Prlor Year
Op•nlng
Dgl•rr?l$
Releajed
from prlor
year8
RgGoiv•d
l•ss released
D•f•rr•d
at year end
In year
Innovations In Dementia - DEEP
PH Holl
LCVS Health & Wellbelng
Communlly Forest Trust
LCC Comnlunily Champlon
Independent Age Cost of Living
3,987
10,000
2,792
2,185
6,250
3,987
110,0001
12.7921
12,1651
16,2501
3,043
3,043
T¢)tal
25,194
121 ,2071
3,Q43
7,030
2024
2023
These doferrals are Included In credltors
7,030
25,194
21

Chinese Wellbeing
Notes to the Accounts for the year ended 31 March 2025
10 Tangible fixed asset8
Current Year
Land and
Bulldlngs
Plant &
Machlnery
Motor
Vehlcle3
Total
Cost
At 1 April 2024
At 31 March 2025
78,820
76,820
76,820
76,820
Deproclatlon
At 1 April 2024
Char9e for the year
75,411
343
75,411
343
At 31 March 2026
75.754
75,754
Net book value
At 31 Mar¢h 2025
1,068
1,066
At 31 Mar¢h 2024
1.409
1,409
Prior Year
Land and
Bulldlngs
Plant &
Machlnery
Motor
Vohl¢lo5
Tolal
Cost
01 Aprll 2023
Additions
76,820
78,820
31 March 2024
76,820
76,820
Deprèciation
01 April 2023
Charge for the year
74,960
451
74,960
451
31 March 2024
75.411
76,411
Net book value
31 March 2024
1.409
1,409
01 April 2023
1,860
1,860
22

Chinese Wellbeing
Notes to the Accounts for the year ended 31 March 2025
11 Debtors
2025
2024
Trade debtors
Other debtors
7,897
5,800
5,146
6.750
13,497
12 Credltors: amounts falling duo withln one yèar
202$
2024
Accruals
Deferred Incom8 Rastricled funds
PAYE, NIC VAT and other taxes
Othèr credilors
1.635
34.147
505
1,114
1.620
7,030
5.154
2.088
37,401
IS,892
13 Income and Expendlture account summary
2025
2024
At 1 Aprll 2024
Surplu5 8ft8r lax for thè year
At 31 March 2025
161,760
10,933
150,827
215,667
153,907
161,7fj0
14 Partlculars of how particular funds are represented by a880ts and Ilabllltlè8
At 31 March 2025
Unrg$trl¢ted
fund#
Deslgnated
fund¥
Restrlcted
Total
fundB
Funds
Tangible Fixèd Assets
Current Assets
Current Liabilities
1,066
153,015
13,254>
1,066
187,162
137,4011
34,147
134,1471
150,827
150.827
At 1 April 2024
Unr8strlct•d
fulld8
Dèslgnatèd
funds
R•strlctéd
funds
Fund•
Tangible Fixed Assets
Current Assets
Current Liabili119S
1,409
169,213
18,862}
1,409
176,243
115,8921
7,030
{7,0301
161,760
161,760
Restricted grants of £34,147 were re¢eived in advance and have been carried foward as deferred income (see note 9}.
23

Chinesè Wellbeing
Notes to the Accounts for tha year ended 31 March 2025
15 Change in total funds over tho year as shown in Notg 14 , analysed byindividual fundg
Funds tsioughl Mov•m•nl In
fowward from
funds In 2025
Transfèrs
between
funds In 2025
Funds earnèd
fowward to
2026
2024
See Note 16
Unrestrlcted8nd d8slgnat•d funds.".
Unrestricted Revenue Funds
161,760
110,933)
150,827
Total unr&stricted and deslgna18d funds
161.760
10,933
150,827
Total Charity funds
161,760
10,933
150,827
16 Analy819 of movements in funds over the year as shown In Note 15
Other
Galns &
Lo$soS
202J
Income
expendlture
Movomant
In fund•
2025
2925
Z025
Unrestrlctedand deslgnated funds...
Unreslricled Revenu8 Funds
148,725
{159,6581
110,933)
Resirlcted funds.,.
LCC Community Resource Grant
Salford Royal MHS Trust
NIHR
LCC Community Champion
LCVS Health & Wellbeing
Universty of Liverpool
Pine Court Housing A$$ocialion
PH Holl
Independent Age Old6r People'5 Fund
Independent Age Cost of Living
Independent Ag9 - Cost of Limng 2
Power of Music
15,514
soo
soo
17.500
25,231
1,620
1.500
10,000
6.581
3.043
115,5141
{sooi
{5001
117,5001
125,231 }
11,620}
11.500}
110,000}
16.581 }
13.043)
11
18,253
1,980
118,253}
11,980}
250,947
261.880
10,933
24

Chinese Wellbeing
Notes to the Accounts for th8 yaar ended 31 March 2025
17 The purposes forwhich the funds as
Unre$trl¢ted and deslgnated funds...
These funds are held for the meeting Ihg objaclives trf thè eharily, and ta
provide reserves for future aclivilies. and , subject lo charity legislation, are
free Irom all raslrictions on their use.
Unrestricted Revenue Funds
18 Ultlmate controlllng party
The charity is undef the control of ils legal meM￿r8.
Every member of the Charity is obliged lo contribute such amounl a$ may be required not exceedin9 £10 lo the assets of
the company in the event of ils being wound up whilg hg or shè is a member, or within one year after he or she Ceases to
be a member.
25

Chinese Wallbolng
Detailed analysls of Incom& and expenditure for the year ended 31 Maich 2025 as requirad by the SORP
2015
Thls analysis is classified by conventional nominal descriptions and not by activlty.
19 Donations, Grants and Legacle3
Currfjnl ygar
Unrestrlcted
Fund
Currènt year
Re5trlcted
Funds
Current y•ar
Total Funds
Prlor Year
Totsl Fund$
2¢25
2025
2025
2024
Donatlon$ and glfts from indivldua18
Small donations individually less than £1000
3,037
3,037
2,403
Feeding Llverpool Food Aid
1,326
Total donatlons and glfts from
IndlvSduals
3,037
3.037
3.729
Donallons and glft$ from Indlvlduals Ilnclude HMRC refunds on glft alded donallon$l- Prlor Year analy$l$
Prior Yèar
Prior Ygar
Prlor Year
Unro8trlcted
Re8trl¢ted
Total Fund$
Funds
Funds
2024
2024
2024
Prlor year
3,729
3.729
Curi•nt y•&r
unrè*trlctgd
Funds
Cur￿N1 yèar
9¥tric¢e
Funds
Currgnl yèar
Total Funds
Prior Y*ar
Totttl Fund#
202$
2025
2023
2024
Revenue grants from government and
publlc bodles
Llverpool City Coun¢ll
1S.514
16.514
14,1100
LCVS - NHS Health & Welbeing
25,231
25.231
15,357
LCC Community Champion
17.500
17,SOO
25,000
Salford Royal NHS Trust
500
600
Community Forest Trust
2,165
NIHR
500
500
Poslcode Neighbourhood Trust
25,t)00
Total publlc $e¢tor revenue grants
59,245
59,245
81,522
26

Chino$o Wellbeing
Detsiled analysls of Income and expenditure for the year ended 31 March 2025 as roquired by the SORP
2015
Ravenue grants from govgrnmgnl and publlc bodles . Prlor Year analysls
Prior Y•ar
Unr6Strl¢ted
Funds
Prloy Ygar
Restrlcied
Funds
2024
Prior Yè*r
Total Fund8
2024
2024
Prlor Year
25,000
56.522
81,S22
Curr•nt y•ar
Unrostrlcted
Funds
Cuirentyear
R•stri¢t•d
Funds
Curr•nt yéar
Total Funtls
Prlor Yoar
Total Funds
2025
2025
202S
2024
Révènue grants and donatlons from non
publlc bodles
Small gr8nls individually less than £1000
750
Powerof Muslc
1,980
1,980
University of Liverpool
1,620
1,620
Pine Court Housing Association
1.500
1,500
2,¢)00
PH Holl
10,000
10,000
10,OOQ
Independent Ago
27.877
27,877
1S,210
Total prlvatg $O¢tor r•vonuo gran1$
42.977
42,977
27,960
Revenue grants and donatSon$ from non publlc bodlos Ilnclude Glft Ald donatlons from subsidiarl•s}
Yèar analysls
Prlor
Prlor Year
Pilor Yfr81
Prior Y?ar
Vnro$tri¢t•d
Funds
Rostrlcted
Funds
Total Fund•
2024
2024
2024
Prlor Year
27,960
27,960
27

Chlnese Wellbeing
Deiailed analysis of income and expenditure for the year ended 31 March 2025 as requlred by the SORP
2015
Current yèar
unrestricte
Funds
Currènt yèar
Rosiri6t•d
Funds
Currènt yéar
Total Fund•
Prior Yg•r
Total Fund8
2025
2025
2025
2024
Carar vou¢h&rs
LCC Carer vouchèrs
6,330
6.330
Total Carer vouchers
8,330
6.330
Total Donatlons, Grants and Legacies
Unr?strl¢tod
Funds
R•stf16t•d
Fund•
Curr•nt Y••r
Total Fund$
Prior Yeor
Total Fund8
Current year
202S
2026
2Q25
2024
Total Donations. Grants and
Legacies
A1
9.367
102,222
111,589
113,211
un￿strICt•d
Fund5
2024
Ro•lrlet•d
Fundg
2024
Prior Y¢ar
Total Fund•
2024
Prioryear
Total Donation8, Grants and
Legacies
A1
28.729
84,482
113,211
28

Chln•s6 Wellbeing
Detalled anatysls of Income and expenditure for the year ended 31 March 2025 as required by Ihe SORP
2015
20 Income from charltable activilies . Trading Activities
Current year
Currènt year
Unrestrlcted
Fund
202S
Curr•nt y•ar
Total Funds
Prlor Year
Total lunds
Rostrlcted
Fund
2025
2025
2024
Primary purpos8 and ancillary tradlng
Luncheon club monies
Domicilliary and other servl¢e8
1.480
136,435
1,480
138,435
726
326,570
Total Prlmary purpose and anclllary
tradlng
137,915
137,915
327,296
Prloryear
Pritsr Ygar
Unrèstrletad
Fundj
2024
Prior Y•ar
Réstrlet•d
Funds
2024
Priclr Ygar
Total Funds
2124
Prlmary purpos8 and anclllary tradlng
Luncheon club monies
726
726
Domicllllary and other seryices
326,570
326,570
Total Prlmary purpose and anclllary tradlng
327,296
327,296
21 Total Incomè from charltablè acllvlt168
Curront y•ar
Unre$tTlcled
Fund8
Ctsrrant y98r
Rèstrlct•d
Funds
Current year
Total Funds
Prlor Yèar
Current year
Total Funds
202S
2025
202S
2024
Total income from ¢h8rilable trading
137,915
137,915
327,296
Total from charltable actlvltles
A2
137.91S
137,915
327,296
Ineomè from charltabl• activitl•s - Prlor Year analysls
Prlor Yèar
Unrestrletod
Funds
Piitsr Ygar
Rèjtriclgd
Fund$
Prlor Year
Prlor year
Total Funds
2024
2024
2Q24
Total income from charitable trading
327,2
327.296
327.296
327,296
29

Chinese Wellbelng
Detailed analysis of In¢ome and expondilure for the year ended 31 March 2025 as roquirad by th6 SORP
2015
22 Invoslment incomè
Current year
Unre¥liicted
Fund$
Cvirent year
Restrl¢ted
Funds
Gurrent year
Total Funds
Prlor Year
Tot81 Funds
2025
2025
2025
2024
Bank Inl8r8sI Recelvable
1.443
1,443
2,015
Total Inv¢8lment Income
A4
1.443
1.443
2,015
Investment Income - Prlor Year analysis
Unrostrlcted
Funds
Rostrlcted
Funds
Total Funds
Prlor Year
2.015
2,015
30

Chlnase Wellbelng
Dotsiled analysls of incomg and expenditure for the year endod 31 March 2025 as requlred by the SORP
2015
23 Expendlture on charitable acllvltles - Direcl spendlng
Current year
Unr&strScted
Fund$
cu￿ont year
Rè¥lrlcled
Funds
Gurr8rit year
Total Funds
Prlor Year
Tolal Funds
Current Year
202S
2025
2025
2024
Gross wages and salaries - charitable
activities
Defined contribution pension costs
charitable activities
Travel and Subsislen¢e - Charitable
Aclivilies
Marketing and advertising of charitable
seNices
Redundancy Paymenl
Training Gosls
Costs of activities and events
110,267
98,211
208.478
430,620
5,549
5.549
10,840
4.691
4,691
16,237
101
13,S84
1,404
13,584
1,404
6,000
1,641
6.451
6,000
Total dlrect $pendlng
B2a
135.495
102,211
237,706
465,890
Prlor Y•ar
Unrestrl¢ted
Fvnds
Pilor Y•ar
Restrleted
Funds
Prlor Y•ar
Total Fund8
Prlor Year
2024
2024
2024
Gross wages and salaries - ¢harilable
activities
Defined contribution pension costs
charitable activities
Travel and Subsistence - Charitable
Aclivilies
Marketing and advertising of charitable
seNices
Training Gosts
Costs of activities and events
347,173
83,447
430,620
10,840
10,840
16,237
16,237
101
101
1,641
5.551
1,641
6,451
900
Total dlrect spendlng
B2a
381,543
84.347
465,890
31

Chinese Wollbolng
Detsiled analysls of Income and exponditure for the year ended 31 March 2025 as required by thg SORP
2015
24 Support costs for charitable activities
Gurrgnt year
Unrèstrletod
Fund5
Currènt y•8r
Rastrlcted
Funds
Currènt year
Total Funds
Prior Y¢or
Tot81 Funds
Current Year
2025
2025
2Q25
2024
Premlses Expenses
Renl payable under operating leases
Cleaning and waste management
Pr8mises repairs, renewals and
maintenance
10.006
10,006
12,822
280
280
Admlnlstratlvo overheads
Telephone. fax and internet
Stationery and printing
Membership subscriptions
Hire of equipment
Software licences and expenses
Heallh and safety cosls
Liabilty and conlenls insurance
Sundry experises
Equipment,repairs,expenses and maintenance
Ll¢ences & Permits
2.724
1,102
119
816
2,072
2,724
1,102
2,329
1,643
4S4
816
2,072
4,863
283
3,359
1.931
1,931
122
414
985
985
Professlonal fees paid to advisors other than the auditor or examiner
Other legal and professional
1.800
1,800
1,800
Financial cost8
Bank charges
Deprecialion & Amortisalion in tolal for
467
332
467
343
519
451
Support costs before reallocation
22,638
22,649
28,859
Total support costs - Current Year
22,638
11
The basis of allocalion of costs belween a¢livilie$ is described undei accounting policies
22,649
28,859
32

Chlnos• Wallbelng
Detailed analysis of income and expenditure for tha year ended 31 March 2025 as requlred by the SORP
2015
Current year
Unreslrlcted
Fund¥
2024
C¥rrenl year
Rèstricted
Funds
Prlor Year
Prlor Year
Total Fund$
2024
2024
Premises Expenses
Rent payable under operaling leases
12,822
12,822
Administrative overheads
Telephone, fax and internet
Stationery and printing
Membership subscriptions
Software licences and expenses
Health and safely costs
Liabilty and contents insurance
Equipment,repairs,expenses and
maintenance
Licenc8s & Permits
2,329
1.643
332
4.663
283
3,359
2,329
122
454
4,663
283
3,359
122
122
414
414
Prolesslonal fees pald to advisors
Other legal and professional
1,800
1,800
Flnanclal costs
Bank charges
Depreciation & Amortisalion in total for
S19
438
619
451
13
Support costs before reallocation
28,724
13S
28,859
Total support costs - Prior Year
28,724
135
The basis of allocation of costs between aelivilies Is dascribed under accounting policies
28,859
33

Chlnese Wellbeing
Delailed analysis of income and expenditure for the year ended 31 March 2025 as required by thè SORP
2015
25 Other Expenditure- Governance costs
Cvrr•nt yèèr
Unr6Strlcted
Funds
Currènt yoar
Rostrltted
Funds
Curront year
Total Funds
Prlor Y&ar
Total Fund8
Current Year
2025
2Q25
2025
2024
Independenl Examiner's fees
1,500
1,600
1,680
Total Governance costs
1,500
1.500
1.680
Prior Yoar
Unre6trletod
Furd$
2024
Prlor Yèar
Restilcled
FuThd¥
2024
Prlor Year
To¢•1 Fund¥
Prior Year
2024
Independent Examinerfs fees
1,680
1,680
Total Gov•rnanc• cogts
1,680
1.680
26 Total Charltable expandlture
Current year
Unre¥trl¢tgd
Fuiids
Currenl year
Re¥tri¢1gd
Funds
Current yoar Prlor Year
Total Funds
Total Fund$
Current Year
2025
202S
2025
2024
Tolal direct SP8nding
Total support ¢osls
Total Governance costs
B2a
82d
B20
135,495
22.638
1,500
102,211
237,706
22,649
1,500
46S,890
28,859
1,680
Total charltable exp&ndlture
82
159,633
102,222
261,855
498,429
Prlor Year
Unré$trict•d
Fund8
Prlor Year
Rè8lrl¢t•d
Funds
Prior Ygar
rotal Funds
Prior Year
2024
2024
2024
Total direcl spending
Total support costs
Total Governance costs
B2a
82d
B20
381,543
28,724
1,680
84.347
135
465,890
28,859
1,680
Total charitable expendlture
B2
411.947
84.482
496,429
34

Chinese Wellbeing
Activity analysis of Income and expendilurn for thè for the yaar ènded 31 March 2025
Thls analysis is classified by activity and not by conventional nominaldeserlptlons.
27 Analysls of Income by activlty
SOFA ref
2025
2024
Activity
Income from charitable actlvllles
Lun¢heon Club
Chinese Wellbeing
Community Support Service
Personal Wellb8ing
Total Income from charltablo
actlvltl8s
14
13,406
87,953
36,542
642
5,050
281.315
40,289
A2
137,915
327.296
Summary of Total InconFe, including the items above
Charilable aclivilles
DonatSons & Legacies
Investment income
A2
A1
137,915
111,589
1,443
327,296
113.211
2,015
Total Incom• as shown In the SOFA
2SO,947
442,S22
Categorles of Income
Income from exchange transactions
250.947
442.522
250,947
442,522
35

Chinese Wellbelng
Acilvltyanalysis of Income and expenditure for the for the year ended 31 March 2025
28 Analysls of ¢harltable expenditure by actlvity
Activity
Direct
Costs
Support
costs
Grant
funding of
a¢￿vItIeS
2025
Total
Total
2025
202S
2025
2024
Luncheon Club
Diiecl costs
Adminlslraliv8 ovérheads
Financi41 costs
1 S,528
15,528
14,955
122
13
11
11
Total Luncheon Club
1 S,528
11
15.539
15.090
Direct
08t8
Support
osts
Grant
funding of
acllvlties
2025
Total
Total
2025
2025
2025
2024
Chlnosa Wellbeing
Direct costs
Pramises expenses
Admlnislralivè overheads
Professional f&es
Flnandal ¢o$t$
Overheads recharged
Total Chinese Wellbelng
79,9e8
79,968
10,290
8,903
1,600
738
67,821
12.822
9,092
1.800
880
25,402
10,290
8,903
1.800
738
79.968
21,731
101.699
67,013
DireGt
costs
Support
Costs
Grant
fundlng of
actlvities
2025
Total
Total
2025
202S
2025
2024
Communlty Support Servl¢e
Direct costs
Administrative overheads
Ovèrhèads recharged
121.134
121,134
835
360,215
3.969
20,322
835
Total Communlty Support 8•rvic•
121.134
835
121.969
384.506
36

Chinese Wellbeing
Activity analysis of Income and expenditure for the for the year ended 31 Narch 2025
Direct
Support
Grant
costs
costs
funding of
activitie8
2025
Total
Total
2025
2025
2025
2024
Personal Wellbelng
Dlrect ¢osts
Administrative overheads
Financial costs
Ov8rhèads recharged
21,076
21,076
11
61
22,899
11
61
77
5,080
Total Personal W¢llbelng
21,076
72
21,148
28.140
Summary of charilablo co$t$ by activity
Diroct
costs
Support
costs
GTant
funding of
activltles
2025
Total
Total
2025
2025
2025
2024
Total Luncheon Club
Total Chinose Wellbging
Total Community Support Service
Tolal Personal Wellbeing
Total Overheads recharged
Total Govgrnance co8ls as detailed In
Note 25
15,528
79,9S8
121,134
21.076
15,539
101.699
121.969
21.148
15.090
67,013
384,506
28,140
21,731
835
72
1.500
1,500
1,680
Total ¢harltable oxpendltur•
237,706
24.149
261,855
496,429
The basis of allo¢allon of costs be￿eell activities is described under accounting poli¢ies
The breakdown of this exp8ndIlu￿ by type of spending lie nominal classlfi¢allonl Is detailed in nolo 26
Analysls of support and governanco ¢OSts by charitable a¢tlvltles
Governance
Finance
Human
Other
Resour¢gs Overheads
Total
Activlty
Luncheon Club
hines8 Wellbeing
Community Support Sgrvic8
Personal Wellbeing
Overheads recharged
1,824
738
20,993
835
23,555
835
72
Grand Total
1,500
810
21.839
24,149
37

Chinese Wellb8ing
Activity analysls of Income and expgnditure for the for the year ended 31 March 2025
29 Analysls of non charitsble expenditure by a¢tlvlty
Governancè co$t$
Gov&rn8n¢o Govèrnanco
05ts
costs
2026
2024
other Expendilure - Governance costs as detailed in Note 25
1,500
1,680
38