OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-07-31-accounts

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S u p p o r t i n g a d u l t s w i t h l e a r n i n g d i s a b i l i t i e s
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Trustees’ Annual Report

For the period from 01/08/2021 to 31/07/2022

Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 2

A. Reference and administration details

Charity name: Bath Gateway Out & About Registered Charity number: 1135771

Principal address: 44 Brookfield Park, Weston, Bath, BA1 4JQ

Names of the charity trustees who manage the charity who manage the charity
Trustee Name Office Acting start date Acting end date
(if any) during the year (if applicable)
Ruth Adkin Chair 01/08/2021 n/a
Emma Stanfield Secretary 20/01/2022 n/a
Andrew Nicholas Cole Trustee 01/08/2021 n/a
Gillian Anne Cole Trustee 01/08/2021 n/a
Juliette Millard Trustee 01/08/2021 23/03/2022
Anne N’guema Obam Treasurer 01/08/2021 08/10/2021

B. Structure, governance, and management

The charity is governed by its Constitution and is an unincorporated association governed by a Committee of Trustees. Any new Trustees are appointed by the Committee of Trustees, having been nominated by an existing Trustee and seconded by another Trustee. All Trustees understand and have regard to the Charity Commission’s guidance on public benefit whilst carrying out their activities.

The Committee of Trustees meets every 6 to 8 weeks to:

Bath Gateway Out & About has developed several new policies over the past year, including a Financial Controls policy, where a procedure has put in been place so that larger payments (above £1,000) from the charity bank account have to be approved by the Trustees beforehand. The use of the various budgeting and many other reporting tools in the XERO online accounting software (that we are currently using for recording our financial activities) allows us to closely monitor our financial position, including the ongoing status of available restricted funds and free reserves. Any amounts and changes have been regularly reported to the Trustees.

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 3

C. Objectives and activities

Our objectives as a Charity and for our three Clubs are

Summary of the main activities

Our club provides social and leisure activities for individuals 18 years and over who either have learning difficulties, are disabled, or both. Activities are undertaken out and about in the community and enable our members to take part in a range of age-appropriate experiences helping them with their life skills, raising their self-esteem, building their confidence, and developing their friendships; and in addition, providing exposure

to, and integration with, the local community in Bath and the surrounding areas.

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 4

May: “I really like coming to see my friends! I like all of the activities we do, my favourite is karaoke.”

Harry: “I love all the activities and events, the dancing & disco too!

My favourite is skittles, bowling, meals, and visits to theatre, such as the Xmas pantomime.”

The activities take place in general in the Bath and North-East Somerset area with occasional holidays or day trips arranged outside the area. The Club nights take place on a weekly basis with other activities taking place on an intermittent basis as arranged.

Contribution made by volunteers

A major contribution to the Club is made by our 21 volunteers who give their time willingly and selflessly, without whom the Club could not function, and we would like to thank every

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[V] V [i] i [k] k [k] k [i] i h [h][e] e [l] l [p] p [i] i [n] n [g] g R [R][o] o [g] g [e] e [r] r
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one of them all so very much for their magnificent and astounding contributions during the past year.

Without the help of our amazing volunteers, we would not be able to run our regular weekly evening Club sessions, let alone the occasional holidays and day trips that the members also enjoy.

Vikki : “Volunteering is such great fun. I moved to Bath in October 2021 and have met some really lovely members and volunteers at Bath Gateway Out & About.

Using different venues is also a wonderful idea.

I enjoy helping with the activities and empowering the members to get out & about and have a great time away

from their usual lives. The members can meet their friends and do things they don’t get a chance to experience; and lets carers & family have a bit of respite.”

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

Trustees’ Annual Report 2021-2022 Page 5

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Lucy (helping Kieran)

“I love coming to Club to see and spend time with the members, they are all so lovely.

Bath Gateway Out & About Club is a lovely change from my office-based day job. It’s always lively and lots of fun.”

Lorna (with Ella) :

“I really like seeing all the members enjoying the activities and getting to join in with them. It’s really good getting to go somewhere different every week and to support the club members experience new activities.

I so love volunteering at Bath Gateway Out and About because I get to have fun every week with the club members.”

Lily:

“I like talking to the members and listening to their stories about what they have been getting up to.

I enjoy helping the members with their many different activities.”

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 6

D. Achievements and performance

During the year starting August 2021 after COVID-19 lockdown ended, and finishing at end of July 2022, with our new COVID-19 measures and policies in place to ensure the safeguarding of our members and volunteers, we have managed to organise many fun, exciting and rewarding new face-to-face Club activities and events for our members.

– Summer Outdoor Festival August 2021 End of Lockdown Celebration Party!

On Friday 20th August 2021, we organised an outdoor Summer Festival for our members at the Field Good Bar near Bath, with

[L] L[a] a[u] u[r] r[e] e[n] n[’] ’[s] s K[K][a] a[r] r[a] a[o] o[k] k[e] e wwi i tt hh ZZa a cc! ! 2 music acts playing live, and also Cream Teas, Barbecue food supplied, and a raffle. This was an opportunity for all our members to get back out and about together after only being able to meet online on Zoom during the previous 18 months, and also, some of our newer members and volunteers

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[F] F [r] r [i] i [e] e [n] n [d] d [s] s d [d][a] a [n] n [c] c [i] i [n] n [g] g t [t][o] o [g] g [e] e [t] t [h] h [e] e [r] r
[o] o [n] n [c] c [e] e a [a][g] g [a] a [i] i [n] n [!] !
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were able to meet their new friends for the first time in person.

January 2022 Pantomime Day Trip

At the beginning of the New Year, the Club usually takes its members on a day trip to the Pantomime. This year it was Cinderella at Theatre Royal Bath.

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 7

June 2022 Millfield School Fun Day Out

Following the last 2-3 years when the Millfield Fun Days Out had to be cancelled because of COVID, in June 2022 the Club’s members attended the first Fun Day Out after lockdown at Millfield School in Somerset, where there were many different types of activities to take part in, including sport, arts and crafts, baking and many kinds of music.

The members and volunteers had such a lot of fun at Millfield School on 25th June 2022!!

Open Evening 2022

This year we held an open evening for local businesses and selected invited persons. This was attended by both our Wednesday and Monday Club members, as well as the Deputy Mayor of Bath.

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[c] c [h] h [a] a [t] t [t] t [i] i [n] n [g] g wwi i tt hh BBe ec ck k yy
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The Open Evening was a tremendous opportunity for the charity to be able to promote our activities and objectives to the local community.

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 8

The Deputy Mayor told us she was extremely impressed with the social and leisure activities that we provide for the club members, and praised us for the wonderful work that we do on a weekly basis.

Club members making decorations ... ... as well as making biscuits

Summer Music Festival July 2022

On Wednesday 27th July 2022, we held an outdoor Summer

Music Festival end of year celebration party for our members, their carers and friends at the Field Good Bar near Bath, with [C] C[r] r[e] e[a] amm TTe ea as s !! a great live band, and also cream teas, food

and a raffle. Much fun was had by everyone dancing and socialising with their friends!

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 9

Fundraising

Our charity is completely self-fundraising (and whilst we may be affiliated to Mencap, they provide us with no actual income, in fact we have to pay Mencap an affiliation fee so that we can use their logo). Thus, fundraising is essential to enable us to keep the club running, so we try to make it a fun experience for everyone who takes part….

Tombola Stall

This year, one Sunday afternoon near the start of June, we set up a Tombola Stall at Weston All Saints Centre’s "Jubilee WestFest" celebration, which was an event at the Weston Recreation Ground in Bath, to celebrate the Queen's Platinum Jubilee.

As well as promoting our charity’s cause to the general public, we raised a considerable sum in a single Sunday afternoon (even though it was raining towards the end!), which will go towards funding our wonderful members’ future social activities.

Also, some of our lovely members were able to help out on our Tombola stall, and so they gained useful experience in interfacing with the general public and selling/retailing!

Sponsored Walks

Also, near the start of June, we ran two sponsored walks – special thanks to volunteer Vikki for raising an amazing £400+ including Gift Aid – this was spectacular!

In all, we raised over £1,400 from our Monday Club and Wednesday Clubs sponsored walks – so many thanks and congratulations to everyone who took part and raised so many funds for us!

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 10

E. Financial Review

Our finances have improved very considerably during the 2021/22 Financial Year.

Our total income this year has risen by 83% to £ 81,757 .

➢ The main contributing factor to this considerable increase has come from new Restricted Donations received during 2021-2022, which have improved by more than two-thirds compared to the previous financial year. ( These donations are “restricted funds” in the sense that they must be spent for a specific purpose or/and within a specified time period .) Full details of our newer Restricted Donations are provided in the “Breakdown of Restricted Donations” section below.

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 11

As a charity, we do have to take into consideration that we will not always be able to raise the

same amount of money than the year before . We are hugely dependant on the performance and willingness of grant makers, companies and individuals to donate their money and time.

A full breakdown of restricted funds received by our charity in the 2021-2002 financial year, including current spending, is detailed on page 2 of the Notes to our 2021-2022 Accounts.

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 12

We have had an even more amazing year with respect to many restricted grants that we have been awarded – this has been mainly due to our current volunteer Fundraiser/Bid Writer Shelley Heath, who has not just helped us with getting new funds, but also is providing us with lots of useful advice about how to go about raising funds from grant makers successfully in the future. We would like to thank her so much for all her work and efforts on our behalf!

This financial year, for the first time ever, we have managed to pay all of our salaries’ costs entirely from restricted funds. Bearing in mind that we also currently had about £40k or more left in restricted funds for salaries at the end of the 2021-2022 financial year, we are confident about being able to do the same next year.

Below are some logos and information about some of the grant awarders that have helped us with our salary costs during our 2021-2022 financial year.

This grant awarding organisation awarded us with £5,000 fund to go to toward our salaries costs, thanks so much to them!

The National Lottery Community Fund had already helped us so much in the past, and in May 2002 they awarded with another £10,000 to go towards our upcoming salaries costs.

But the main one grant awarder that has helped us this year for salaries, is the Postcode Local Trust, who have donated us £25,000 for salaries, so many thanks to them!

Postcode Local Trust is a very generous grant-giving charity funded entirely by players of ’ the People s Postcode Lottery .

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 13

As can be seen from the unrestricted fundraising and donation breakdown illustration above (where only individual contributions or fundraising amounts of £90 or more are shown), we are still receiving money from many different sources. The largest fundraising amount raised by our members and volunteers and carers was from our Sponsored Walks which we have very successfully run again in June 2022, as well as the 2021 Autumn Activity Day ; we have also raised considerable funds from the Tombola stall, as well as many Raffles throughout the year.

But all contributions have helped us, no matter how big or small . And diversifying our attention into finding some different ways of raising money, ensured that our efforts and ideas have been greatly rewarded.

A big thank you to everyone for all your help and support!

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 14

Our total spending has increased this year to £ 49,131 , 30% more than last year’s figure.

The salary and pension costs are by far the largest item within expenditure, however, we will probably all agree that all the three Clubs and the wonderful activities would be impossible without the club leaders / development officer and the additional support of the part-time administrator, hence the costs of all their wages are more than justified.

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

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Trustees’ Annual Report 2021-2022 Page 15

F. Our plans for 2022/2023

Whatever our future activities may turn out to be, we are sure - based on our current funds - that we will be able to provide our club members with many exciting and revitalizing activities well into the future.

G. Declaration

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity trustees

Signature Signature Full name Ruth Adkin Full name Andrew Nicholas Cole Position Chair of Trustees Position Trustee Date 10/10/2022 Date 10/10/2022

Bath Gateway Out & About Club, 44 Brookfield Park, Weston, Bath, BA1 4JQ

 0799 9403 721  bathoutandabout@gmail.com  www.bathgatewayoutandabout.co.uk Registered Charity No. 1135771

Charity Name
BATH GATEWAY OUT & ABOUT
Charity Name
BATH GATEWAY OUT & ABOUT
Charity Name
BATH GATEWAY OUT & ABOUT
No (if any)
1135771
No (if any)
1135771
CC16a
For the period
from
Period start date
01/08/2021
To Period end date
31/07/2022
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
6,338
820
3,220
4,417
-
915
15,710
-
-
-
15,710
1,510
-
321
2,086
292
-
35
-
401
4,645
-
-
-
4,645
11,065
-
17,713
28,778
Restricted
funds
to the nearest
£
-
-
-
66,047
-
-
66,047
-
-
-
66,047
5,181
33,401
13
93
150
-
6
-
5,642
44,486
-
-
-
44,486
21,561
-
22,166
43,727
Endowment
funds
to the nearest
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total funds
to the nearest
£
6,338
820
3,220
70,464
-
915
81,757
-
-
-
81,757
6,691
33,401
335
2,179
442
-
41
-
6,043
49,131
-
-
-
49,131
32,626
-
39,879
72,506
Last year
to the nearest
£
Subscriptions 6,338 -
Day Trips & Holiday 820 -
Fund Raising 3,220 1,504
Donations 4,417 43,292
Charity Shop - -
Special Events 915 -
Sub total(Gross income for
AR)
15,710 44,795
A2 Asset and investment sales,
(see table).
- -
- -
Sub total - -
Total receipts
A3 Payments
44,795
Members Activities 1,510 1,991
Wages/HMRC Liability - 32,552
Cost fundraising 321 96
Utility/RunningCosts 2,086 2,093
Administration Costs 292 731
CharityShop - -
Volunteer Expenses 35 195
Affiliation Fees - 120
Special Events Expenses 401 -
**Sub total ** 4,645 37,778
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end*
37,778
11,065 21,561 - 32,626 7,018
- - - - -
17,713 22,166 - 39,879 32,862
28,778 43,727 - 72,506 39,879

CC16 R1 accounts (SS)

24/09/2020

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
Details
Total cash funds
Details
(agree balances with receipts and payments
account(s))
3rd Club Petty Cash
NatWest Bank Account
Details
Petty Cash
Signature
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
28,778
43,727
-
-
-
-
28,778
43,727
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
RUTH ADKIN
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
RUTH ADKIN 04/08/2022

CC16 R2 accounts (SS)

24/09/2020

2

Bath Gateway Out & About

Notes to the Accounts

Year ended 31 July 2022

Notes to the Accounts

Note 1 : Receipts and Payments Accounting (CC16)

In recognition of the administrative capacity of smaller charities, the Charities Commission allows smaller charities to submit annual accounts on a ‘Receipts and Payments’ basis. This reporting standard is available to those charities which are not registered as businesses, and which have an annual income below £250,000. Due to its size and nature, Bath Gateway Out & About falls under these criteria and accounts have been submitted this year in accordance with those guidelines.

Further to the agreement of the Trustees, these accounts have been prepared in accordance with Charities Commission Guidance ‘Receipts and Payments Account Pack CC16’ and cover the period 1st August 2021 to 31st July 2022. The format of the accounts has been adopted from the Charities Commission CC16a guidance.

Note 2 : Restricted Funds Summary

On page 2 of these Notes to the Accounts, there is a basic restricted grants funds table (in landscape mode) that summarises the income and spending during the financial year, of all the restricted grants that Bath Gateway Out & About has been awarded between 1st August 2021 and 31st July 2022, inclusive. Please note that this table does not include the details of any restricted funds received before 1st August 2021.

There are several notes (a) – (f) above the table, to explain the various columns, as below:

1

Bath Gateway Out & About

Notes to the Accounts

Year ended 31 July 2022

Restricted Grants Funds Summary Table

Note 2 (a) Note 2 (b) Note 2 (c) Note 2 (d) Note 2 (e) Note 2 (f)
Provider Name Amount of
Award £
Date of
Award
Restriction Summary - to be spent on: To be used
by
Current Funds
@31/07/2022
Doreen - DiN&SWHftD Donation* 500.00 03/08/2021 Expenses of the end of lockdown outdoor Summer Festival 2021 celebration 31/08/2021 0.00
Quartet Express Grant 2021 5,000.00 24/08/2021 Salaries costs of all paid employees 31/12/2021 0.00
TheFoyle Foundation 5,000.00 28/10/2021 Salaries costs of all paid employees 31/07/2022 0.00
Wesport TIF Phase 3(Tackling
Inequalities Fund, Sport England)
1,947.00 29/10/2021 Members’ physical activities (cycling, sports centre sessions etc.); including £756 for
the partial wages costs of the Main Club Leader/Development Officer, plus the costs
of partial wages for a part-time Administrator
31/03/2022 0.00
Hartfield Trust 750.00 30/03/2022 General charity costs – pro rata award – nothing specified in award letter N/A 326.91
Mencap LTA Tennis Fund 250.00 30/03/2022 Tennis equipment and/or tennis coaching for the club members N/A 250.00
National Lottery Community Fund 10,000.00 29/04/2022 Salaries costs of all paid employees N/A 7,234.98
WPD Community Matters Fund** 7,100.00 24/05/2022 £3600 for Main Club Leader/Development Officer salary, £3200 for club activities
expenses, £300 for volunteers’ costs (including training)
31/12/2022 3,750.70
Postcode Local Trust 25,000.00 31/05/2022 Salaries costs 01/06/2023 21,008.83
Magic Little Grant 2022 500.00 22/06/2022 Enabling our members in Keeping Active and Fit in 2022 31/05/2023 500.00
Roper Family Trust 10,000.00 22/07/2022 Salaries costs of all paid employees N/A 10,000.00

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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Bath Gateway Out and About On accounts for the year ended 31 July 2022 Charity no (rf any 1135771 Set out on page I report to the trustees on my examination of the accounts of the above charity {Ihe Trust.) for the year ended 3110712022. Rèsponslbllltles and As the charity trustees of the Trust, you are responsible for the preparation basls of report of the accounts in accordan¢e with the requirements of the Charities Act 2011 {Ihe 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 Direth'ons given by the Charity Commission under section 145{5)(b) of the Act. I have completed my examination. I confimi that no material matters have come to my attention in conne¢tion with the examination which gNes 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 Independent examinerfs statement I have no concems and have come across no other matters in connection with the examination to whith attention should be drawn in order to enable proper understanding of the accounts to be reached. Please delele the w0￿S in the brackets rf they do no¢ 8ppIy. Signed: Date.. 13 September 2022 Name: Chris MacDonald Relevant professional qualification(s) or body lif any): ACA Address: 106A Church Lane Backwell BS48 3JW IER October 2018

Give here brief details of any items that the examiner wishes to disclose .

October 2018

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