Trustees’ Annual Report for the period
From 1[st] April 2023 Period start date To 31[st] March 2024 Period end date
Charity name: Tandem in Oxfordshire
Charity registration number: 1078112
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object for which the Charity was established is the relief of persons with mental distress by the provision of a befriending service in Oxfordshire. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The recruitment and training of volunteers who are matched in befriending partnerships with local people who have suffered a breakdown in their mental health. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | |
|---|---|
| Para 1.38 | |
| Policy on grant making | |
| Para 1.38 | |
| Policy on social investment | |
| including program related | |
| investment | |
| Para 1.38 | |
| Contribution made by | |
| volunteers | |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity has continued to develop and support befriending partnerships, in addition to running a weekly Social Group for those awaiting partnerships. Recorded outcomes of our service users show an increase in social activity, a decrease in isolation and loneliness, an increase in confidence and involvement in their local community. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | In 2023-24 our income satisfactorily marginally exceeded our expenditure. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to cover the possibility of the charity being forced to wind up. |
| Amount of reserves held | Para 1.22 | £6000 |
| Reasons for holding zero reserves |
Para 1.22 | 0 |
| Details of fund materially in deficit |
Para 1.24 | 0 |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The only uncertainty is the one we always live with – lack of funding. However we have survived for 25 years! |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution dated 13.10.1999 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | By election at our Annual General Meeting |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Tandem in Oxfordshire |
|---|---|
| Other name the charity uses | Tandem |
| Registered charity number | 1078112 |
| Charity’s principal address | Restore, Manzil Way, Cowley Road, Oxford OX4 1YH |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Paul Lewis | Chair | |||
| Prue Sykes | Secretary | |||
| Anna Chappell | Treasurer | 20.06.2024 | ||
| Elizabeth Shatford | ||||
| Trevor Lowe | ||||
| Belinda Jack | ||||
| Diana Roberts | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
Paul Lewis | Prue Sykes |
|---|---|---|
| Paul Lewis | Prue Sykes | |
Chair |
||
| 25/11/2024 | ||
| 25/11/2024 |
=
Receipts and Payments Account
| Receipts and Payments Account | |
|---|---|
| For the period 1stApril to 31stMarch 2024 23/24 |
23/24 |
| Opening balance(current account) | 18,290.85 |
| Receipts | |
| Donations | 1,121.04 |
| Grants | 24,310.00 |
| Restricted Grants | 0.00 |
| Standing orders | 690.00 |
| Salary overpayment | 0.00 |
| Total receipts | 26,121.04 |
| Total receipts including opening balance | 44,411.89 |
| Payments | |
| Co-ordinator’s salary + PAYE | 18,379.90 |
| Co-ordinator’s pension | 466.55 |
| Social Group | 1,861.89 |
| Volunteer’s expenses | 534.40 |
| Insurance | 277.88 |
| Advertising, fees, publicity (inc. film) | 4,065.74 |
| Bookkeeping service | 315.45 |
| Total payments | 25,901.91 |
| Closing balance cash account | 18,509.98 |
| Balance at NatWest bank 31 03 2024 | 18,509.98 |
| Savings account (Redwood) | 16,108.76 |
| Total cash and savings | 34,618.74 |
These accounts have been signed off by:
Signed Lesley French Dated 26[th] April 2024 Independent Examiner
Signed Paul Lewis Dated 20[th] May 2024 Chairman
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Charity Name Tandem in Oxfordshire
On accounts for the year ended
March 2024
Charity no (if any)
1078112
Set out on pages
20(remember to include the page numbers of additional sheets)
Responsibilities and basis of report
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2023 DD / MM / YYYY .
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 2011 (“the Act”).
I report in respect of my examination 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. * Please delete the words in the brackets if they do not apply.
Signed:
Date:
20.6.24
Name:
Lesley French
Relevant professional qualification(s) or body (if any):
October 2018
1
IER
Address:
25 Poplar Grove
Garsington
Oxford OX44 9BP
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
October 2018
2
IER