Period start date Period end date 1 April 2021 31 March 2022
**To**
## **Trustees' Annual Report for the period**
**1**
## Section A Reference and administration details
**Charity name** Options Pregnancy Crisis and Post Abortion Service
**Other names charity is known by** IPAC – Options. [ from 2023 also ‘Y Bont’ ] **Registered charity number (if any)** 1126108 **Charity's principal address** The Priory Centre 12 Priory Street Wrexham **Postcode LL11 1SU**
## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Francis Collins Chair
2 Susan Allen Resigned 30/11/2022
3 John Hodgkinson Resigned 1/08/2022
4 Dawn Archibold Appointed 1/08/2022
5 Sandra Rowlands Secretary
6 Susan Knight Resigned 30/11/2022
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
Trust Deed
- (eg. trust deed, constitution)
Trust How the charity is constituted
- (eg. trust, association, company)
By invitation and appointment by the board of trustees Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
A Wrexham and Chester based confidential listening and advisory support service for pregnancy and post – loss situations
**Summary of the objects of the charity set out in its governing document**
To provide Impartial Advice and Confidential Support to those women and men who are or have been experiencing emotional stress as the result of an unplanned, unwanted , terminated pregnancy.
To provide counselling and other support services across North Wales and Cheshire West by one 2 one advisory sessions. These can be face to face or by telephone or by Zoom. They are taken at the pace which is appropriate to each client . Sessions usually last for up to 3 months.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
3
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
March **2012**
**TAR**
4
## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
After the restrictions imposed by COVID , and following the CPD training of the existing team , all support services had moved on-line and telephone with the development of the help line.. This was successful and saw training continue into the following year. Face to face sessions have been resumed in some cases although the use of telephones and IT has enabled the service to be extended.
At the beginning of the year the trustees advertised for and appointed a part time centre manager to build on the work that the development worker had previously undertaken.
During 2022, the Welsh Government set aside a fund to develop a number of pathways for Bereavement support and IPAC were successful in applying for a 3 year grant to support women who have lost pregnancies at some stage of their life. The grant was received in March 2022 and has secured the premises for 3-5 years to be used by IPAC. The first instalment of the grant also provided for re-branding, setting up a survey of minority groups, additional furniture and equipment for the reception area, and advertising for a new member of staff to support the Centre Manager. All of these were commissioned during March 2022.
Additional time was spent in upgrading the Centre and increasing the numbers of clients and others using the Centre.
## **Section E Financial review**
March **2012**
**TAR**
5
The Charity holds more than 3 months reserves for fixed costs
## **Brief statement of the charity’s policy on reserves**
**Details of any funds materially in deficit**
No restricted funds or other funds are in deficit
## **Further financial review details (Optional information)**
The charity has used its reserves during the current year and You **may choose** to include will continue to do so in the future. The Charity received £40k additional information, Bereavement Grant from the Welsh Government in the current where relevant about: year and will receive half of this amount for each of the next 2 the charity’s principal years.
- the charity’s principal sources of funds (including any fundraising);
The grant has enabled the charity to secure and pay for a lease for occupation of the premises until Nov 2027 , at no additional cost.
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**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**|F P Collins|D P Archibold|
|---|---|---|
||Francis Collins|Dawn Archibold|
||Chair|Trustee|
||30 January 2023||
March **2012**
**TAR**
6
**1126108**
## **Options Pregnancy Crisis and Post Abortion Service**
## **Receipts and payments accounts**
**1st April 2021**
**31st March 2022 To**
**For the period from**
## **Section A Receipts and payments**
**Unrestricted funds to the nearest £**
## **Restricted Endowment Total funds funds funds**
**to the nearest £ to the nearest £ to the nearest £**
## **A1 Receipts**
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Grants - - - -
Business Support - - - -
Community Fund
PCN - 505 - 505
Bereavement Grant - 40,640 - 40,640
Gifts Donations and Contributions 5,134 - - 5,134
- - - -
- - - -
- - - -
5,134 41,145 - 46,279
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 5,134 41,145 - 46,279
A3 Payments
DBS Check - - - -
Telephone & Helpline - 784 - 784
General Expenses 275 - - 275
Premises Costs 2,458 30,000 - 32,458
Repair & Refurbishment Costs 955 - - 955
Payroll Costs 8,004 - - 8,004
Subscriptions, Affiliation & Training - 1,964 - 1,964
Publicity Postage & Stationery - 196 - 196
Social Media & IT Costs - 311 - 311
Admin Support & Supervision 295 - - 295
Insurance - 210 - 210
Advertising 160 - 160
Rebranding - 1,500 - 1,500
Survey Consultancy - 5,000 5,000
Staff expenses 191 - 191
Furniture & Equipment - 1,970 - 1,970
Legqal & Professional fees - 2,500 - 2,500
- - - -
Sub total [ 12,177 ##] [ 44,595 ] - 56,772
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 12,177 44,595 - 56,772
Net of receipts/(payments) - 7,043 - 3,450 - - 10,493
A5 Transfers between funds - 442 442 - -
A6 Cash funds last year end 21,461 3,008 - 24,469
Cash funds this year end 13,976 0 - 13,976
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**|**Restricted**|
|---|---|---|---|---|
|**Categories**|**Details**||**funds**|**funds**|
|**B1 Cash funds**|Barclays Bank|
**_Total cash funds_**|**to nearest £**
**13,976**
**-**
**-**
**13,976**|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))||OK|OK|
||||**Unrestricted**|**Restricted**|
||||**funds**|**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**|
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**|
|**charity’s own use**||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**|**Amount due**|
|**B5 Liabilities**|**Details**||**liability relates**|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name|
|||F P Collins|Frank Collins||
|||D P Archibold|Dawn Archibold||
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CC16a
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## **Last year**
**to the nearest £**
**----- Start of picture text -----**
-
25,000
4,750
-
2,151
-
-
-
31,901
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**31,901**
**-**
**31,901 - - 31,901**
## **Endowment funds**
**to nearest £ - - - -**
OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional) - - - - -**
**Current value (optional) - - - - - - - - - When due (optional)**
Date of approval 30-Jan-23 30-Jan-23
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the** Charity Name **trustees/ members** Options Pregnancy Crisis and Post Abortion Service **of** 31[st] March 2022 **Charity** 1126108 **On accounts for the no (if year ended any)**
**Set out on pages** 1 – 2 attached
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/03/2022**
**Responsibilities and** As the charity trustees of the Trust, you are responsible for the **basis of report** 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** I have completed my examination. I confirm that no material **examiner's** matters have come to my attention in connection with the **statement** 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.
**Signed:** Alan Knight **Date:** 24 January 2022 **Name:** Alan Knight **Relevant** AIB Accountancy [ Retired ] **professional**
1
**IER**
**October 2018**
**qualification(s) or body (if any):**
**Address:** Bryn Wern Llangollen Clwyd
## **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).
2
**IER**
**October 2018**
## **Give here brief details of any items that the examiner wishes to disclose** .
3
**IER**
**October 2018**