## The Waterloo Partnership
Trustees Annual Report and Accounts For the year ended 30 June 2022
Charity number 1111926
## Trustees’ Annual Report
## **Objectives and Activities**
The objectives are:
- (i) to relieve poverty and sickness, to preserve good health, and to advance education in Waterloo, Sierra Leone; and
- (ii) (ii) to advance public understanding in Waterloo, England of the social, economic and cultural ways of life of the people in Waterloo, Sierra Leone.
The Waterloo Partnership was established to encourage mutual support and understanding between the communities of Waterloo, Sierra Leone and Waterloo, Merseyside, and the charity aims to forge educational, cultural, faith and civil society links between the “two Waterloos”.
In planning the Waterloo Partnership’s activities, the trustees have had regard to the Charity Commission’s guidance on public benefit. The charity therefore seeks to:
- Establish links between specific institutions in Waterloo, Merseyside and neighbouring areas, with appropriate opposite partners in Waterloo, Sierra Leone;
- Support the work of the Waterloo, Sierra Leone community with particular reference to supplying resources for basic needs and for building construction, education, employment, farming, health care and sanitation;
- Harness the skills and efforts of voluntary project workers in both communities;
- Communicate the findings of visits to and from Sierra Leone;
- Raise funds to support the aims of the charity.
The Waterloo Partnership UK (WPUK) and its trustees work in close collaboration with the Waterloo Partnership Sierra Leonne (WPSL), a partner committee set up to co-ordinate the charity’s work in Waterloo SL.WPSL is uniquely placed both to reflect the opinions of local people and to involve them in decision making, planning and implementation. We believe that the full involvement of WPSL ensures that our projects are chosen by mutual agreement, are appropriate for local needs, and provide benefits for the whole community.
All WPUK Trustees and members are volunteers, and there are no paid staff. Funds raised are therefore used solely to fulfil the charity’s aims and objectives and to support our projects in Waterloo, Sierra Leone.
It has been a desire in the past for WPUK to make visits to Sierra Leone in order to meet our partners in Waterloo, strengthen our relationships and review our projects. Unfortunately various factors conspire to put aside any visits at this time.
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## **Achievements and Performance**
Waterloo Partnership has continued to support the core projects of farming (provision of seeds and tools), education and infrastructure. About £3,000 was spent on seeds and tools.
The Uniform Scheme and the Ebola orphans’ education are a significant cost. There were 11 pupils in the Uniform Scheme and 38 children in the Ebola orphans scheme, a reduction of 3 and 5 respectively due to leavers. An education supervisor assists in providing information as to the wellbeing of the children.
Grants are made to assist with funding repairs to wells and bridges which were constructed by Waterloo Partnership.
## **Financial Review**
A generous donation of £4,000 from St John’s PCC has enabled the charity to respond to various emergency requests arising during the year. There has been a welcome response to JustGiving, raising £596 during the year.
The annual Christmas Gift Scheme produced £5,600, and £8,100 was received from 1000 Hearts. The trustees express their appreciation to those who administer and donate to these schemes.
There was an increase of over £2,400 in funds held at the year end.
A budget of £2,000 to £3,000 for funds to cover a response to emergencies was considered.
The Trustees are careful to monitor expenditure to enable long term commitments be met, and consider £2,500 should be held as a reserve.
No investments are held.
## **Structure, Government and Management**
The charity has a constitution which was adopted on 1[st] September 2005 and amended 17[th] September 2009 and 19[th] September 2013, and is an association of about 25 members.
Trustees are appointed or re-appointed at the end of a three-year term, at the Annual General Meeting.
New trustees are inducted by the Chair and Board of Trustees, using the Charity Commission guidelines. The current trustees come from a variety of backgrounds: education, management, medicine, social work, engineering and accountancy.
The charity has a robust Safeguarding Policy which has been adopted by its partner organisation WPSL in Sierra Leone.
The charity’s data protection policy is in line with the GDPR legislation introduced in the UK in May 2018.
The charity has an agreed Complaints Policy: the current complaints co-ordinator is Dr.Frederick Nye.
## **Reference and Administrative Details**
Charity name: The Waterloo Partnership
Registered charity number: 1111926
Charity’s principal address: 23 Bonnington Avenue
Crosby Liverpool L23 7YJ
Names of charity trustees who manage the charity
Mary Corbett - chair
Roderick Walker - treasurer
Linda Nye
Raymond Bissex
David Lloyd
Anne Magennis
Joan Maguire Patricia Murphy
David Moorhead
## Receipts and payments account
For the year ended 30 June 2022
|Receipts
Donations
The Children’s Research Fund
1000 Hearts
Gift aid tax repayment
Other
Fundraising
Christmas gift scheme
Payments
Charitable activities
Fundraising and administration
Net receipts for the year
Transfer between funds
Cash funds last year end
Cash funds this year end|Unrestricted
funds
Restricted
funds
Total funds
Last year
£
£
£
£
-
15,000
8,103
8,103
7,805
3,915
3,915
3,553
7,865
500
8,365
5,115
596
596
30
5,630
5,630
4,963|
|---|---|
||26,109
500
26,609
36,466|
||14,717
9,272
23,989
28,912
266
266
496|
||14,983
9,272
24,255
29,408|
||11,126
(8,772)
2,354
7,058
-
-
-
-
10,416
17,803
28,219
21,161|
||21,542
9,031
30,573
28,219|
Bank accounts
30 June 2022 30 June 2021 £30,573 £28,219
Approved by the trustees on 2[nd ] November 2022 and signed on their behalf by
Raymond Bissex
## Independent examiner’s report on the accounts
## Report to the trustees/members of The Waterloo Partnership, charity registration 1111926.
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year 30 June 2022.
## **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 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 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.
Anthony Deegan MAAT
c/o Sefton CVS Burlington House Crosby Road North Liverpool L22 OLG
Date: 4[th] November 2022