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2024-03-31-accounts

April 23 - March 24

Annual Report

P A T H W A Y S T R U ST

Pathways Trust 200 Cambridge Health Rd, London, E2 9PA Charity Number 1051845

+44 020 8980 6300 pathwaystrust95@gmail.com www.pathwaystrust.org.uk/

Report of the Trustees

Review of activities

Operations

The past year has been a challenging time for Pathways Trust. Severe flooding and damage to our premises have significantly impacted the charity's income. To make matters worse, instead of receiving subsidies to help with the condition of our building, we are now facing increased costs as the Church has raised our rent and utility bills.

At the same time, we’ve been working tirelessly to support vulnerable clients who have been deeply affected by the previous government’s harsh austerity measures—all while struggling to stay afloat ourselves. As a result, Pathways Trust is currently spending more than we are earning.

Despite these difficulties, the year hasn’t been without its successes. We secured vital funding from the Wakefield and Tetley Trust, which will support us through December 2024. Additionally, we held a successful Open Day event, the first since 2022, which generated an increase of interest in our services and provided a valuable platform for outreach and promotion.

Looking ahead, it’s crucial for us to consolidate our presence in Tower Hamlets and build stronger connections with the local community. A significant portion of our clients are of South-East Asian heritage and raising awareness about Pathways Trust as a charity will encourage greater donations and support.

ANNUAL REPORT 2023 / 24

01 /13

Report of the Trustees

Review of activities

Key activities

Pathways Trust has always been and remains committed to, providing affordable complementary health services for the people of Tower Hamlets and the surrounding boroughs.

Despite the challenges posed by the ongoing costof-living crisis, we have continued to keep our services accessible. Subsidized fees for those on low incomes or unemployed remain at an affordable £35 per therapy session, while other fees have increased by only 10%.

In addition to this commitment, Pathways Trust has recently received much-needed funding from the Wakefield and Tetley Trust.

In September 2024, we hosted a highly successful Open Day, offering free mini taster sessions in exchange for a minimum donation of £5. This event was well-received and helped us further connect with the community while raising valuable funds for our services.

Fundraising

We continue to work hard to secure funding and recognize the need to think creatively. This includes engaging with both local communities and local governments to support our mission.

Recently, we received a small grant from the Wakefield and Tetley Trust. This and HIYB (Happy In Your Body) fund have been made possible through the dedicated research and expertise of Tish, the Director and Founder of HIYB, a nonprofit community project which we have partnered with over the past few years.

ANNUAL REPORT 2023/24

02 /13

Charity Statistics oO Income April 2023 - March 2024 Total £36,496 Grants and Donations, £8,538, 23% Patients Fee, £27,645, 76% Others, £313, 1% e Income April 2022 - March 2023 Total £29,191 Grants and Donations, £5,545, 19% Patients Fee, £22,132, 76% Others, £1,439, 5% e ANNUAL REPORT 2023/24 03/13

Charity Statistics _ Expenditure April 2023 - March 2024 Total £32,128 Practitioners Work, £18,795, 58%

----- Start of picture text -----
Admin & Finance Work,
£5,138, 16%
Rent, £3,137, 10%
Others, £3,098, 10%
Project Delivery, £1,960, 6%
Expenditure April 2022 - March 2023 Total £27,949
Admin & Finance Work,
£5,424.00, 19%
Practitioners Work,
£13,280.00, 45%
Rent & Utilities,
£4,842.00, 17%
¥v Website & Internet,
£1,165.00, 4%
Others, £4,403.00, 15%
----- End of picture text -----

ANNUAL REPORT 2023 / 24 04 /13

Funding Details Pathways Trust oe Cambridge Health Rd, London, E2 9PA Ch HIYB Happy In Your Body, a not-for profit community addressing health inequalities in Tower Hamlets by offering free and low-cost creative health service. It provided the fund, total £3,020, for complementary health sessions Complementary Health Sessions, £2,400, 79% =n Equipment/ Admin , £300, 10% Additional Complementary Health Sessions in Spring, £320, 11% Ge Pathways Trust ANNUAL REPORT 2023 / 24 05 /13

Funding Details oo Wakefield and Tetley Applied through HIYB project, the fund, total £3,580, provided additional complementary health sessions and project management expenditures

----- Start of picture text -----
Coaching, £1,280, 36%
Complementary Health
Sessions, £1,920, 54%
Room Hire (Pathways
Trust operational cost),
£180, 5%
Project Management,
£200, 5%
----- End of picture text -----

06 /13

ANNUAL REPORT 2023 / 24

PATHWAYS TRUST

April 23 - March 24

Financial Statement P A T H W A Y S T R U ST

Pathways Trust Financial Statment Pathways Trust

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 March 2024

Notes
Income from:
Patients Fee
Grants and donations
(2)
Herb & Vitamin Sales
Other Income
Total income
Expenditure on:
Rent/Premises Costs
Practitioner Work
Website & Internet Network
Finance Work
Door
Administrative Work
Advertistment
Bank Account Fee
BT Business
DBS check
Training
Serveyor
Cleaning Service
Office Equipment & Furnishing
Project Delivery
Practitioner Meeting
Insurance
Open Day
Total expenditure
Net gains/(losses) on investments
Net income / (expenditure)
Transfers between funds
Other recognised gains/(losses):
Gains/(losses) on revaluation of fixed assets
Other gains/(losses)
Net movement in funds
Fund balances brought forward
Fund balances carried forward
(3)
2024
Unrestricted
funds
£
27,645
2,118
-
313
30,076
3,137
14,155
728
630
213
4,508
554
60
-
-
60
-
683
513
180
-
-
-
25,708
-
2024
Restricted
funds
£
-
6,420
-
-
6,420
-
4,640
-
-
-
-
-
-
-
-
-
-
-
-
1,780
-
-
-
6,420
-
-
-
-
-
-
-
-
2024
Total
funds
£
27,645
8,538
313
36,496
3,137
18,795
728
630
213
4,508
554
60
-
-
60
-
683
513
1,960
-
-
-
32,128
-
4,368
-
-
-
4,368
22,407
26,775
2023
Total
funds
£
22,132
5,545
75
1,439
29,191
3,397
13,280
1,165
1,080
-
4,344
279
72
-
-
-
-
310
325
-
150
236
300
27,949
-
1,243
-
-
1,243
21,164
22,407
-
check
4,368
-
-
-
4,368
22,407
26,775

All incoming resources and resources expended derive from continuing activities.

07/13

Pathways Trust Financial Statment Pathways Trust

Balance sheet

Balance sheet
as at 31 March 2024
for the year ended 31 March 2024
Current assets
Cash at bank and in hand
(4)
Total current assets
Current liabilities:
amounts falling due within one year
Creditors and accruals
(8)
Total current liabilities
Net current assets / (liabilities)
Net assets
Funds
Unrestricted funds
Restricted funds
Endowment funds
Total funds
2024
Unrestricted
£
26,775
26,775
-
-
26,775
26,775
26,775
-
26,775
2024
Restricted
£
(0)
(0)
-
(0)
(0)
-
-
-
2024
Total
£
26,775
26,775
-
26,775
26,775
26,775
-
26,775
2023
Total
£
22,407
22,407
-
22,407
22,407
22,407
-
22,407

For the year ending 31 March 2024 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476. The trustees (who also the directors for the purposes of company law) acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime and with FRS 102 (effective January 2019).

The financial statements were approved by the board of trustees on …………..……...…….

Signed: ……………...………….…. (Trustee)

Name: ……………..…..………….

08/13

Pathways Trust Financial Statment

Pathways Trust

Notes to the accounts

for the year ended 31 March 2024

for the year ended 31 March 2024

1 Accounting policies

Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102. There has been no change to the accounting policies since last year.

No changes have been made to the accounts for previous years.

Going concern

The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.

Incoming resources

All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.

Grants and donations

Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.

Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.

Expenditure and liabilities

Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

Leases

Rents under operating leases are charged on a straight line basis over the lease term or to an earlier date if the lease can be determined without financial penalty.

09/13

Pathways Trust Financial Statment

Pathways Trust

Notes to the accounts continued

for the year ended 31 March 2024

for the year ended 31 March 2024

Notes to the accounts continued
for the year ended 31 March 2024
for the year ended 31 March 2024
2 Grants and donations
Wakefield Grant
HIYB
London Borough of Tower Hamlets
Discretionary Grants Scheme
Gift Aid
Other Donations
3 Restricted funds
Project Delivery
Balance b/f
£
(0)
(0)
2024
Unrestricted
funds
£
100
-
1,818
200
2,118
Incoming
£
6,420
6,420
2024
Restricted
funds
£
3,400
3,020
-
6,420
Outgoing
£
6,420
6,420
2024
Total
funds
£
3,400
3,120
-
1,818
200
8,538
Transfers
£
-
-
2023
Total
funds
£
5,535
-
10
5,545
Balance c/f
£
-
-

Grant/Fund name

Purpose of restriction

HIYB

Happy In Your Body, not-for profit community addressing health inequalities in Tower Hamlets by offering free and low cost creative health service. It provided the fund for complementary health sessions

Wakefield Grant

Applied through HIYB project, the fund provided additional complementary health sessions and project management expenditure.

4 Cash at bank and in hand

Current Account Saving Account

2024
£
13,058
13,717
26,775
-
2023
£
22,407
-
22,407

10/13

Pathways Trust Financial Statment Pathways Trust

Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2024

2024
Unrestricted
funds
£
Income
Patients Fee
27,645
Grants and donations
2,118
Herb & Vitamin Sales
-
Other Income
313
Total income
30,076
Expenditure
Practitioner Work
14,155
Administrative Work
4,508
Rent/Premises Costs
3,137
Website & Internet Network
728
Cleaning Service
683
Finance Work
630
Advertistment
554
Office Equipment & Furnishing
513
Purchase of Treatment Supplies
289
Door
213
Bank Account Fee
60
Training
60
Premises refurbishment
-
Project Delivery
180
Practitioner Meeting
-
Insurance
-
Utilities
-
DBS check
-
Open Day
-
Total expenditure
25,708
Net gains/(losses) on investments
-
Net income / (expenditure)
4,368
Transfers between funds
-
Other recognised gains/(losses):
Gains/(losses) on revaluation of fixed
-
Other gains/(losses)
-
Net movement in funds
4,368
Fund balances brought forward
22,407
Fund balances carried forward
26,775
2023
Unrestricted
funds
£
22,132
10
75
105
22,323
6,707
4,344
3,397
1,165
310
1,080
279
325
629
72
150
236
1,445
-
20,138
-
2,185
(10)
-
-
2,175
20,232
22,407
2024
Restricted
funds
£
6,420
6,420
4,640
-
-
-
-
-
-
-
-
-
-
-
-
1,780
-
-
-
-
-
6,420
-
-
-
-
-
-
(0)
(0)
2023
Restricted
funds
£
-
5,535
1,334
6,868
6,573
938
300
7,811
(943)
10
(933)
933
-
2024
Total
funds
£
27,645
8,538
-
313
36,496
18,795
4,508
3,137
728
683
630
554
513
289
213
60
60
-
1,960
-
-
-
-
-
32,128
-
4,368
-
-
-
4,368
22,407
26,775
2023
Total
funds
£
22,132
5,545
75
1,439
29,191
13,280
4,344
3,397
1,165
310
1,080
279
325
629
-
72
-
938
-
150
236
1,445
-
300
27,949
-
1,243
-
-
-
1,243
21,164
22,407
11/13

Pathways Trust Financial Statment Pathways Trust

Reserve Policy & Risk Management

for the year ended 31 March 2024

for the year ended 31 March 2024

The trustees review their reserve policy periodically and aim to retain an adequate sum to ensure the continuity of its activities.

This is to ensure that in the event of a significant drop in funding, the charity will be able to continue the charity current activities while consideration is given to ways in which additional funds may be raised.

The trustees have drawn up a risk register which provides dates and details of action to be taken to reduce the risks faced by the charity.

The charity also purchases a range of insurance.

The financial statements were approved by the board of trustees on …………..……...…….

Signed: ……………...………….…. (Trustee)

Name: ……………..…..………….

12/13

Pathways Trust Financial Statment Pathways Trust

Independent Examiner's Report

for the year ended 31 March 2024

for the year ended 31 March 2024

To the Management Committee of Pathways Trust Financial Statements of Pathways Trust for the year ended 31 March 2024

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2022 (“ the Act”). I report in respect of my examaination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Man Hong Yuen Certified Accountant Date 16/12/24

13/13