## **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