Ooo LINK M8rlbo¥QU&* & B11 MARLBOROUGH AND DISTRIC[ UNK SOIEME (Re8i5tered Charity No. 1069752) ANNUAL REPORT AND STATEMENT OF ACCOUNrs For the Year Ed 31" Dttefflbu 2023
MARLBOROUGH AND DISTR LINK SOIEME (Regiered tharity No.1069752)
CIIA1RPTr"ILli's RF.PORT
YLAR F.NDIli(- 3I.%-I DECE.IIIITr-R 2023
20?.3 In many yS markcd a r¢lurn lo normal 5cryi ihe spectrc of Covid rexeded. 'lThc llumbLY
of trips PLT mnnih significantly up compared with 21Tr22'.
Mcdical appointinent& partilAYIy h
and SI en S(l Irainins beforc bcin¥ linked with clicnts. S(Nne are linkcd with indt%'ithlll& %)mL ¥0 into carc h(Th)Ib and 'ork with thL fyare home activih. rydniser wrhilc thc syread (>f responsibility acr055 LINK. %i Jahn's and IIdTlbortsh l.'olleLpc has WfijS)llkned things d liiile. in oeneTal this Wture has becn Iniegred 11 inlo uur upcraii()n and is mcctinbT wilh approval frvTFi b(Ah clients and .lunteerS. IndLYd. Ihere are report5 of addilii)nal fflidcnts askin¥ 10 jnin in aDd wc aTe in the pruLL>s vl" %etung up trdinin¥ fvr ihem as l TItC this r¢port (". oOp10n bLlween the schools and LINK has bLXlJ ¢xemplaTr' and cnthusiaslic. MarlbOrh LtNK's datab&8e is currently in full us¢ by a dozEn bih¢m across WiltshirL &$ wcll l)eing &wnplcd bv 74 others LO see thcth(T il wit% iheir needs. This PryIdeS US V• ith valuablc 5harinbT ()r &xperience and infcmation across tb¢ LINK nLlwiKL from Ththich wc all benefitting. ThL TTiafia(bement team of C.ummiiiee members aTC a Su1 example of skiiful diliqent teamOrk. A reccnl in¢idl V4'here a olUn(Ccr drib'¢¥ w&$ attack-cd by a Llt¢ni's doss Saw Th'LPJ'vne pulling Ivbieiher in the most rL7n4irkdE?le way 10 iDvCStit¢. diKument and suppvrt I Cld not haN'c askLxI r<)r more. To WTn i, Ihe extraordinary willingn¢sts vl" (w voluntecT5 lo T[d in the nccds of wr dienis merits thc m(Yoi heartfdt thank.s and prai iheir generosity and hard wofk. We look forward i(> ingi our 0pcrat1L grow as the G(XKI Nci_sthbcKWhnj Schcmc bcds in Hugb dL Saram Chair Fehruary. ?U?4
MARLBOROVGH AND DisTricf UNK SCHFMF {Reyrtered Charity No.1069752) INDEPENDENT EXAmINEs REPORT TO THE TRUSTEES OF MARLBOROUGH AND DisfRICt UNK SOIEME I fcport on the ac(ounts for the trust tor the year erbded 31" Deccmber 2023. which are set on the followi pages. A5 the charity trustCf& of the l iusL YLIU lire re5ponstble for the preparat of accounts in accordance with the requirements of the (harTiies Act 2011 (-tr Acf). I report in re¥>ect of my examinaiion of the TTusI's COUnt$ carried out under section 145 of the 2011 Aci and in carrying out my examination, I havc followed the applicable. frtIOnS given by the Charity Commi55ion urKler 5e(tion 14515)Ib) of the £t I have Completed my examination. I confirm th3t no material matter5 have comc lu my attention in ¢onnection with the examination N4thich gives me cause to believe that in, any material respert: accounti records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accountinz records I have. no concern5 and have come across no other matters in connection with the wminatian to vthith attention shoukl be drawn in order ta enable a proper Understandi vf the accounts to be reached. Mr£ I ynne. Ajunden 8 South View Place Marlborough SN8 IDD Member ICAFW
MARLBOROUGH AND DISTRirf I INK SCHLML {Rettered (h3rrty No.10697521 ANNUAL REPORT FOR THE YEAR ENDED 31" DECEMBER 2023 The Trusttts present their report ind accounts for this poriod. Principal address and Charity Number 18 Kelham Gardens. Marlboro¥h 5N8 IPW- tharity No.1069752 tharlty Trustee5: Hu8h de Saram (Chairper50n). Mark M¢Farland (Secretsry). Alex Blair (Treasurer), Julian Georze. Henry Pear50n. Louise Campion and Kathryn Williams (appointed IY. August 2023). The Committee 15 made up of the seven Tru5tee5 and Margaret Toogood (A55i5tant TaSUrer}. Structure. Governan and ManaEement: th The Charity is an as5(xiation £ov*med by a constitution dated 13 May 1998 (as amended). drnwn up undÈr the auspices of Wiltshire Link Schernes. Objective5 and activities of the Stheme: Thè objectives of the Charity are to relieve the poor, sick. elderly or disabled in Marlborough and the surrounding district by providing or assisting in the provision of rVIceS calculated to reduce the need. hardship or distress of such porsons. In plannin8 our objtttNes. we keep in mind th• Charrty Commission's guidance on public bÈnefiL Achlevoments and PerfomBftce: The charity has continued to fulfill its obj'ectives under tts constitution to its clients. to the best of its ability. Reserves Policy. The charity has total free reselves of £31.976 at 31" December 2023. Under its constitution it is considered prudent to hold free reserves that represÈnt six months expeTxJiture in the financial year. Investment Polky. The charit¢s funds are maintained in bank and building society accounts to ensure that it has sufficient funds to moet its regular commitments. Approved by the Trustees arKI signed on their behalf bv- Trustee....... .. Mr Mark McFa 2024 Trustee........ PAr Alex Blair SEIMarch 2024
MARLBOROL1 AND Diffiiicr LINK SLNEME {Re8iStered Charity No.106975?) ANNUAL ACCOUNTS RECEIPTS 31-Dec-23 31-Lkc-22 aients, donation5 envelopes Other Bank credits Other income Other Donations { See Note l) ettle ShoppiT Gift Aid Claims Grnnts Deposit Account Interest É26.547 £63 £23.218 £0 £3.988 £1,730 £0 £0 £2.669 £382 £1,272 TOTAL INCOME (A) £32329 £27.541 PAYMENTS Volunteer Milea£e Allowances Volunteers Shoppir Telephone Equip & CharEes PPE ettle reader5 & intérest Insurance Ad ministration expenses Marketing & Donation EnvÈlopes Website & Databaso Room Hire and social Evonts (See Note 2) Gifts Subscriptions & Donations (See note 3) Aisc Exps TOTAL EXPENDrruRE (B) £19,608 £1.730 £1.152 £0 £0 £541 £279 £18,280 £382 £7 £0 £0 £466 £796 £130 £1,750 £261 EO £3.OlX) £218 £1.881 £0 £3.000 £0 £29JJ12 E25,769 SURPLUS (A) _ (B) £I7T2 outstsndl liabilities at yearend are £1.208 of expenses owed to volunteer& BANK BALANCES OpÉnin8 balances at 1st Jan-23 Uoyd5 Bank Cash in HarKI £28.659 £26,887 £28.659 £26.887 aosing balances at 315t Dec-23 Uoy(ts Bartk Cash in Hand £31,976 £28,659 £31.976 £2&659
MhRLBOROUGH AND DISTRicf LINK 5CHIME (ReKistered Charily No.1069752) Nole I Other dartionS indude ontrolf donation5 from P Jefftey k•State (£1.500), driver volunteerf5 1kJnatM)ns. and other link donations uf £525 towards the onEoirvd database costs. Note 2 Induikry £l.514 for (wr cliart'5 summer tea party. Note 3 A dorbation paid to the Jubilee Centrc for rJ.ocK). STA MENT OF ASSEfs AND LIA ILMES as at 31st DECEMBER 31.12.2023 31.12.2022 NR 5TRICTED FUNDS ASS Cash Funds: Bank Accourrt Cash in Hand £31.976 £28.659 E31976 We approve the Financial Statement set out on pages 5 to 6. We acknowledge our responsibility for the financial infomation. including the approprlateness of the accounti basis and for providing the Independent Examiner with all irrfomiation and explanations necessary for his completion. Approved by the Trustees and signed on their behalf by: i{IP Mr Alex Blair (Treasurer} oz Mr Mark McFa and ¢Secretary)
MARLBOROUGH AND DisfR£f LINK SCHEME (Re8i5twed Chxity No.1069752) The aCtty ot th¥¢ty ContieS to operate frum a sound finandal looting and there are no cost pressures to be ab¢MJt. Income contknues to grow and (osts are well ¢tr(led. The Charity 15 commirted to Sup$1ng worth*thile organi5ations whose needs are consistent with our onstitution and so we have c¢ntinued our 5uPPQrt ot The Jubilee ctse. again io Margaret Ti)ogood for banking the cfieftt's donation5 and to Hugh de S¥am for the CJ)ntinued 5UPPOrt and fir5l contaa of the Link database. Alex Blair Hon Tre35ufLY March 2024