Trustees’ Annual Report for the period
From 1 April 2023 Period start date To 31` March 2024 Period end date
Charity name: Options Pregnancy Crisis and Post Abortion Service
Charity registration number: 1126108
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | A Wrexham and Chester based confidential listening and advisory support service for pregnancy and post loss situations |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identifiedinthe accounts. |
Para 1.17 and 1.19 |
To provide counselling and other support services across North Wales and Cheshire West by 1:1 advisory sessions face to face or digitally at a p ce appropriate to the client. Sessions usually last upto 3 months |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees consider the activities of the charity are within the guidance of the Charity Commission in regards to 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 was in the final year of the Welsh Government Bereavement Grant and has been successful in obtaining a 1 year extension to 31 March 2025. The Charity received financial sponsorship from LANYON BOWDLER , solicitors in Shrewsbury, which raised £1788 in the current year and a similar amount in 2024/5 Staffing has change during the year due to personal circumstance of individuals in the team and the charity is seeking to recruit a temporary replacement Development Officer to support the Bereavement Pathway Development Project. |
| Additional information (optional) You may choose to include further statements |
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 | The Charity holds more than 3 months reserves for fixed costs |
| Statement explaining the policy for holding reserves statingwhy they areheld |
Para 1.22 | The Trustees policy has been to maintain reserves at this level |
| Amount of reserves held | Para 1.22 | £2695 |
| 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 | none |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity 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 | By invitation and appointment by the current board of trustees |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Options Pregnancy Crisis and Post Abortion Service |
|---|---|
| Other name the charity uses | Y Bont _and_IPAC-OPTIONS |
| Registered charity number | 1126108 |
| Charity’s principal address | The Priory Centre 12 Priory Street Wrexham LL11 1SU |
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(if any) |
|---|---|---|---|---|
| Frank Collins | Retired 31 December 2024 | |||
| Susan Knight | ||||
| Sandra Rowlands | Secretary | |||
| Dawn Archibald | ||||
| Joanne Jones | Appointed November 2024 | |||
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 |
Sandie Rowlands | Sue Knight |
|---|---|---|
| Sandra Rowlands | Susan Knight | |
Secretary |
Trustee | |
| 28 January 2025 | ||
| 28 January 2025 |
| Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year 1126108 Options Pregnancy Crisis & Post Abortion Service Receipts andpayments accounts Period start date Period end date To For the period from CC16a 01-Apr-23 31-Mar-24 ~~__ Ss~~ |
|---|---|---|---|---|---|---|---|---|---|
| to the nearest £ |
to the nearest | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | ||||
| A1 Receipts | |||||||||
| - - Donations 3,244 - - 3,244 1,427 Contributions 5,876 - - 5,876 4,295 Grant Income - Bereavement - 18,872 - 18,872 19,250 - - - - - - - - - - - - - - - - - - - - Sub total(Gross income for AR) 9,120 18,872 - 27,992 24,972 ~~aero~~ |
|||||||||
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 9,120 18,872 - 27,992 24,972 ~~——————~~ |
|||||||||
| A3 Payments | |||||||||
| Advertising& Marketing | - | - | 1638 | 1,638 | 5700 | ||||
| Audit & Accountancyfees | 485 | 485 | 0 | 485 | 327 | ||||
| Cleaning | 915 | 915 | 300 | 1,215 | 661 | ||||
| Furniture and Equipment | - | - | 30 | 30 | 441 | ||||
| General Expenses | 101 | 101 | 5 | 106 | 513 | ||||
| Insurance | 744 | 744 | 0 | 744 | 210 | ||||
| Legal Expenses | - | - | 28 | 28 | 20 | ||||
| Light,Power,Heating | 1,342 | 1,342 | 450 | 1,792 | 2532 | ||||
| Consultancy | - | 5000 | |||||||
| Printing& Stationery | 138 | 6 | - | 144 | 490 | ||||
| Repairs & Maintenance | 28 | 390 | - | 418 | 556 | ||||
| Salaries & Pensions | 7,098 | 13,642 | - | 20,740 | 14,654 | ||||
| Staff Training& Supervision | - | 1,580 | - | 1,580 | 605 | ||||
| Subscriptions | - | 299 | - | 299 | 448 | ||||
| Telephone & Internet | 566 | 313 | - | 879 | 1,337 | ||||
| Travel and entertaining | 19 | 344 | - | 363 | 290 | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - |
Sub total 11,436 # 19,025 # - 30,461 # 33,784 A4 Asset and investment purchases, (see table) - - - - - - - - Sub total [ - ] - - - - ~~—~~ Total payments ~~—————~~ 11,436 19,025 - 30,461 33,784 Net of receipts/(payments) - 2,316 - 153 - - 2,469 - 8,812 A5 Transfers between funds - 153 153 - - 13,976 A6 Cash funds last year end 5,164 - - 5,164 - Cash funds this year end ~~=~~ 2,695 - ~~————~~ - 2,695 5,164
CCXX R1 accounts (SS)
29/01/2025
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Barclays Bank Details Details Details Sue Knight Signature Sandie Rowlands |
Unrestricted funds Restricted funds to nearest £ to nearest £ 2,700 - - - - - 2,695 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Sandra Rowlands Susan Knight |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Sandie Rowlands | Sandra Rowlands | 28/01/2025 | |
| Sue Knight | Susan Knight | 29/01/2025 |
CCXX R2 accounts (SS)
29/01/2025
2
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of Options Pregnancy Crisis and Post Abortion Service
On accounts for the year 31 March 2024 Charity no 1126108 ended (if any) Set out on pages 1-2 of the accounts (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 31/03/2024
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report 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.
.
Signed: F P Collins Date: 28/01/2025 ~~PF |~~ Name: Frank Collins ~~Cs~~ Relevant professional FCA qualification(s) or body (if any):
Address: 15 Acton Road Wrexham LL11 2NA
October 2018
IER
1
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
IER
2