2023-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2022 Period start date To 31/03/2023 Period end date

Charity name: The Notivate Trust

Charity registration number: 1112941

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	1. To advance the education of children and young people aged between 3 and 19 in music; 2. To provide or assist in the provision of facilities, in particular for therapeutic musical activities, in the interests of social welfare for recreation or other leisure time occupation, of individuals who have need of such facilities by reason of their youth, age, infirmity or disability, financial hardship or social circumstances with the object of improving their conditions of life.
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	Makes grants to individuals Makes grants to organisations Provides human resources Provides buildings/facilities/open space Provides services Provides advocacy/advice/information
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	In accordance with paragraph 1.18 of the Charities Statement of Recommended Practice, we confirm that the trustees have had regard to the Charity Commission’s guidance on public benefit

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment N/A

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	We ran songwriting/recording programmes for over 600 children and young people, across 60 schools and 10 youth centres in 37 different extra-curricular and holiday clubs. The children attended songwriting workshops and recorded their own songs, accompanied by specially composed backing tracks. Every participant was given the chance to: Gain new experiences and the freedom to express themselves. Build respectful and trusting relationships with colleagues and leaders. Learn new skills and explore their own abilities through creative activities. Acknowledge, celebrate, and defend their own and their colleagues’ excellence. Feel nervous, excited, confident, proud, satisfied, and safe.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	N/A
Performance of fundraising activities against objectives set	Para 1.41	N/A

Investment performance against objectives	Para 1.41	N/A
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	At the end of the period the charity had sufficient restricted funds to carry out the charitable tasks required and also available unrestricted funds to further the objectives of the charity.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	There is no formal policy to retain funds in reserves and the objective is to raise and deploy funds for specific targets once identified. We had chosen to deploy funds once our grant making policy had developed as this was required in order to specify funding towards certain goals.
Amount of reserves held	Para 1.22	N/A
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

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	The charity receives specific funding from schools / trusts to carry out particular activities. In addition, the trust carries out fundraising activities and receives donations to support other activities as set out in the governing document.
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	N/A
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Trust
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	Appointed by existing trustees

Additional information (optional) You may choose to include further statements where relevant about:

N/A Policies and procedures adopted for the induction Para 1.51 and training of trustees N/A The charity’s organisational structure and any wider Para 1.51 network with which the charity works N/A Relationship with any Para 1.51 related parties Other

Reference and Administrative details

Charity name	The Notivate Trust
Other name the charity uses
Registered charitynumber	1112941
Charity’s principal address	2 King Edward Road NORTHAMPTON NN1 5LU

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)
	Dan Walter	Chair	Wholeyear
	Neil Fraser		Wholeyear
	Leigh Wolmarans		Wholeyear
	Susannah Boyd		Wholeyear
	Carolyn Beech		Wholeyear
	Peter Mackie		Wholeyear
	Hannah Persaud		Wholeyear

– 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	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

Dan Walter & Hannah Persaud esigned as Trustees 4[th] December 2023 and Peter Mackie was appointed as Chairperson

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	Peter Mackie	Neil Fraser
	Peter Mackie	Neil Andrew John Fraser
	Chair
	22/01/2024
	22/01/2024

Notivate Trust

Income & Expenditure account For the year ended 31 March 2023

Incoming resources Projects Total Resources expended Surplus/{Deficit)for the year Resources expended Admin Costs Insurance Services/Salaries Subscriptions Fundraising/Events Organisations Schools Trusts Total incoming resources Regular Donations AdHoc Donations GiftAid			1,458 1,458 379 379 908 908 35 35 8,050 8,050 20,030 20,030 5,000 5,000 2022/23 Unrestricted DesignatedRestricted Total ££ ££
			2,779 0 33,080 35,859 111 111 275 275 23,100 23,100 145 145 1,258 378 1,636
			1,679 0 23,589 25,268
			1,100 0 9,491 10,591

Signed by: Finance Trustee: Neil Fraser On behalf of Trustees Date:

20th January 2024

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl meM￿r3 of The Notivate Trust On accounts for the year ended Charity no (rf any) 1112941 31. March 2023 Set out on pages I report to the trustees on my examination of the accounts of the above arity fthe Trrf) for year ended 3110312023. Responsibilltles and As the charity trustees of the Trust, you are responsible for the preparation basis of rnport of the accounts in accordan￿ with the requirements of the Charities Act 2011 Dhe Acr}. I report in respect of my examination of th8 Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under seG*ion 145(5)(b) of the A¢X. I have completed my examination. I confirm that no material matters have ome to my attention in connection with the &xamination which gives me cause to believe that in, any material respect: a¢countirwJ records xre not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examinorf8 Statement I have no concerns arKJ have come across no other matters in connection with the examination to which attention should be drawn in order to enable proper understanding of the a¢￿Unts to be reached. Signed: 30 January 2024 Name: Stephen ohn pandl Relavant professional qualification{s) or body (if any): Address: 12 Sallow Avenue Northampton NN3 SHP IER Octob8r 2018

Section B Disclosure Only complete rf the examiner needs to highlight matter5 of concem (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Glve here brfef dgtalls of any ltsms that th8 examiner wl8h88 to dl8¢1080. IER October 2018