Sale West Community Urban Trust
@ Sale West Community Urban Trust
Annual Report and Financial Statements of the Sale West Community Urban Trust for the year ended 31 December 2025
Charity No: 1137438
Chair:
Revd. Stephen Rankin 44 Moss Lane Sale M33 6GD
Bank: Nat West Bank School Road Sale Cheshire M33 7ZA
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Sale West Community Urban Trust
Sale West Community Urban Trust
Annual Report for the Year Ended 31 December 2025
1. OBJECT & PUBLIC BENEFIT STATEMENT
The object of the Trust is to relieve the needs of children, their families and carers in such ways as the trustees think fit with a view to developing their physical, mental, emotional, economic, spiritual and intellectual capabilities, and that they may grow to full maturity as individuals and members of society, and that their conditions of life may be improved.
2. REVIEW OF THE YEAR
This 15[th] full year of the Sale West Community Urban Trust has seen Carol Dodgson continue with the dual role of Families and Children’s worker and Community Engagement Officer. Becca Kerfoot works part-time as Community Engagement Assistant to support Carol in her role. Courtney Doyle has recently joined the team as Church Engagement Assistant.
2.1 DEVELOPMENTS IN THE COMMUNITY
Firs Primary School
Sale West Community Urban Trust works with Firs Primary School to support children who find starting the school day difficult. Through creative activities such as crochet and pom-pom making on Thursdays and Fridays, and an after-school crochet club on Wednesdays, children are supported to build confidence, feel calm and engage positively with school. A certificate scheme celebrates their progress and achievements, with awards presented in assembly to encourage a sense of achievement and selfbelief.
During the year we worked with 52 children.
TLG
TLG coaching provides one-to-one support for young people who are at risk of disengaging from education. Through regular sessions, trained volunteer coaches offer consistent encouragement, helping pupils to build confidence, resilience and positive relationships, which supports both their well-being and academic progress.
During the year, we trained 5 coaches to come alongside 5 children identified by Firs Primary School as children who would benefit from this type of additional support.
Craft Groups
Sale West Community Urban Trust offers a range of welcoming creative groups that bring people together and support well-being through shared, hands-on activities. Our Craft Club on Mondays provides a friendly space for arts and crafts, where participants can explore a variety of creative projects or learn new skills, from sewing to painting. On Wednesdays our Wool Clubs invite people to knit, crochet and make woollen creations, whether they are experienced makers or complete beginners. These groups not only foster creativity but also build connection, confidence and a sense of community.
71 people took part in these craft groups during the year. In addition to this, we ran holiday and family craft sessions where a further 174 people benefited.
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Sale West Community Urban Trust
Men’s Group
Carol now facilitates the men’s group following some changes in circumstances. The group continues meeting to play board games, do garden projects, support one another and build social skills.
Healing Hearts Project
Healing Hearts is a monthly bereavement group run in partnership with social prescribers, St Mary’s Church, and St Martin’s Church. It is a well-established project that offers ongoing support and is deeply valued by those who attend.
2.2 CHURCH WORK WITH CHILDREN AND FAMILIES
Sunday Funday
Junior Church has on average 15 children each Sunday. Trafford Youth for Christ are now helping develop Sunday for youth.
Houseparty
In June there was a weekend away for children, young people and their families, many of whom would otherwise not have a holiday in the course of a year. There were around 60 adults and children present, most of whom were contacts from Firs Primary school and the weekly Sale West craft group.
3. PARTNERSHIPS
We work closely with a wide range of local partners across health, education, faith, and social care. These include the Sale Health Visitor Team, Trafford’s Place-Based Integration Service, local schools and churches, the Foodbank, and Trafford Social Care.
Local GPs and social care partners actively refer people to our Keep Calm & Craft group, and we maintain strong links with Transforming Lives Together in the Chester Diocese.
4. INDUCTION AND TRAINING
Carol, Becca and Courtney are up to date with safeguarding training.
5. GRANTS RECEIVED
We gratefully acknowledge grants from ASDA Local Community Grant, Belfrey Seed Grant, Benefact Trust, Irwell Valley, National Lottery Community Fund, Our Sale West, and St Mary Magdalene Church Ashton on Mersey which have supported our work this year. Restricted income is held in restricted funds and has enabled our work in the community listed in section 2.1. Unrestricted income funds our church work plus some salary costs for our work in the community.
6. RESERVES
We hold net assets of £12,773 (£4,354 in 2024) of which £3,676 relates to unrestricted funds and £9,097 relates to restricted funds.
SWCUT seeks to maintain 6 months of regular expenditure in our reserves, which we use for working capital to balance our income and expenditure streams. Including both unrestricted and restricted funds, at the end of 2025 we held reserves of 3.2 months (1.3 months at the end of 2024). This is significantly less than our target so we are actively seeking additional grants in 2026.
We expect further grant payments from the Belfrey Seed Fund (£15,000), Benefact Trust (£1,600), National Lottery Community Fund (£10,000 final payment) and St Mary Magdalene church (£15,150 a year) and continually seek new grants to finance our work. We only spend resources according to the grants received, and have been able to successfully obtain grants since our formation in 2011.
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Sale West Community Urban Trust
This is the fifteenth year of operation and the trustees are confident that there are sufficient reserves to support ongoing commitments for the next twelve months.
6. STRUCTURE, GOVERNANCE & MANAGEMENT
The governing document is the constitution adopted by the Committee of five Trustees at the inaugural meeting held at 44 Moss Lane, Sale, Cheshire M33 6GD on 25 July 2010. The charity was registered on 11 August 2010. The Charity did not become active until 1 January 2011.
Trustees are appointed or reappointed annually at the Annual General Meeting held in June. All trustees give their time voluntarily and received no remuneration or other benefits.
7 . TRUSTEES AND OFFICERS
The following are Trustees: Revd Stephen Rankin, Chair Brian Macfaden, Treasurer Revd Anees Gill, Secretary Sue Mullock Kathryn Kirby Bella Okpalugo
8. STATEMENT OF TRUSTEES RESPONSIBILITIES IN RESPECT OF THE TRUSTEES ANNUAL REPORT AND THE FINANCIAL STATEMENTS
Under charity law, the trustees are responsible for preparing the Trustees Annual Report and the financial statements for each financial year which properly present the state of affairs of the charity and of the excess of income over expenditure for that period.
In preparing these financial statements, generally accepted accounting practice entails that the trustees:
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select suitable accounting policies and then apply them consistently;
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make judgements and estimates that are reasonable and prudent;
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state whether the financial statements comply with the trust deed, subject to any material departures disclosed and explained in the financial statements;
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prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue its activities.
The trustees are required to act in accordance with the trust deed of the charity, within the framework of trust law. They are responsible for keeping proper accounting records, sufficient to disclose at any time, with reasonable accuracy, the financial position of the charity at that time, and to enable the trustees to ensure that, where any statements of accounts are prepared by them under section 132(1) of the Charities Act 2011, as amended by the Charities Act 2022, those statements of accounts comply with the requirements of regulations under that provision. They have general responsibility for taking such steps as are reasonably open to them to safeguard the assets of the charity and to prevent and detect fraud and other irregularities.
On behalf of the Trust
Revd Stephen Rankin Chair
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Sale West Community Urban Trust
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF SALE WEST COMMUNITY URBAN TRUST
YEAR ENDED 31 DECEMBER 2025
I report to the trustees on my examination of the accounts of the charity for the year ended 31 December 2025 set out on pages 6 to 11.
RESPONSIBILITIES AND BASIS OF REPORT.
As the charity’s trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”), as amended by the Charities Act 2022.
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 all 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:
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the accounting records were not kept in accordance with Section 130 of the Charities Act: or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with applicable requirements concerning the form and content of accounts set out in Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
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Sale West Community Urban Trust
STATEMENT OF FINANCIAL ACTIVITIES For the year ended 31 December 2025
We implemented a new finance package in 2025 which changed the categories for incoming resources and resources used. The 2024 results have been restated using the new categories.
| Note Incoming Resources 2 Donations & Legacies Charitable Activities Investments Trading Activities Other Total incoming resources Resources Used 3 Charitable Activities Raising Funds Governance Costs Support Other Total resources used Net incoming resources Net Movement of Funds Total Funds Brought Forward Total Funds Carried Forward |
Unrestricted 2025 £ Restricted 2025 £ Total 2025 £ Total 2024 £ 17,112 38,630 55,742 32,569 383 0 383 939 0 0 0 0 0 0 0 0 0 0 0 0 |
|---|---|
| 17,495 38,630 56,125 33,508 |
|
| 13,885 33,821 47,706 40,480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 |
|
| 13,885 33,821 47,706 40,480 |
|
| 3,610 4,809 8,419 -6,972 |
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| 3,610 4,809 8,419 -6,972 66 4,288 4,354 11,326 |
|
| 3,676 9,097 12,773 4,354 |
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Sale West Community Urban Trust
BALANCE SHEET AT 31 DECEMBER 2025
| Unrestricted | Restricted | Total | Total | |
|---|---|---|---|---|
| 2025 | 2025 | 2025 | 2024 | |
| £ | £ | £ | £ | |
| Current Assets | ||||
| Cash | 2,580 | 13,313 | 15,893 | 2,293 |
| Accounts Receivable | 1,132 | 0 | 1,132 | 2,061 |
| Prepayments | 0 | 0 | 0 | 0 |
| Total | 3,712 | 13,313 | 17,025 | 4,354 |
| Current Liabilities | ||||
| Accounts Payable | 36 | 916 | 952 | 0 |
| Deferred Income | 0 | 3,300 | 3,300 | 0 |
| Total | 36 | 4,216 | 4,252 | 0 |
| Net Assets | 3,676 | 9,097 | 12,773 | 4,354 |
| Funds | ||||
| Unrestricted (see note 5) | 3,676 | 66 | ||
| Restricted (see note 6) | 9,097 | 4,288 | ||
| Total | 12,773 | 4,354 |
Approved by the Trustees on 2nd March 2026 and signed on its behalf by:
Revd Stephen Rankin (Chair)
Revd Anees Gill (Secretary and Trustee)
The notes on pages 8 to 11 form part of these accounts.
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Sale West Community Urban Trust
SALE WEST COMMUNITY URBAN TRUST
NOTES TO THE FINANCIAL STATEMENTS For the year ended 31 December 2025
NOTE 1 - ACCOUNTING POLICIES
The financial statements have been prepared in accordance with the Charities SORP(FRS102).
The charity first became active from 1 January 2011.
Funds
Unrestricted funds represent the funds of the Sale West Community Urban Trust (SWCUT) that are not subject to any restrictions regarding their use and are available for application on the general purposes of the SWCUT. These include funds designated for a particular purpose by the SWCUT.
For restricted funds incoming resources which are received in an accounting period prior to the time in which the expenditure can take place are accounted for as deferred income and recognised as a liability until the accounting period in which the expenditure takes place.
The purpose of any restricted funds is noted in the accounts. Those funds are only spent in accordance with the terms and conditions of each one.
The accounts include transactions, assets and liabilities for which the SWCUT can be held responsible.
Incoming Resources
Voluntary income and capital sources
Donations are recognised when received.
Income tax recoverable on gift aid donations is recognised when claimable.
Grants to the SWCUT are released to income as soon as the terms and conditions relating to the grant have been met or as soon as the specific activity has commenced.
Funds raised by events are accounted for gross as received.
Current assets
Short-term deposits include cash held on deposit at the bank.
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Sale West Community Urban Trust
NOTE 2 - INCOMING RESOURCES
| Donations & Legacies Donations Gift Aid Claim Grants (see notes 5 and 6) Charitable Activities Event Income Fund Raising Investments Bank Interest Trading Activities Rental Income Sales Other Other Income Total incoming resources |
Unrestricted 2025 £ Restricted 2025 £ Total 2025 £ Total 2024 £ 8,244 0 8,244 269 417 0 417 0 8,451 38,630 47,081 32,300 |
|---|---|
| 17,112 38,630 55,742 32,569 |
|
| 0 0 0 630 383 0 383 309 |
|
| 383 0 383 939 |
|
| 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 |
|
| 17,495 38,630 56,125 33,508 |
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Sale West Community Urban Trust
NOTE 3 – RESOURCES USED
| Resources Used Charitable Activities Activities Administration Advertising Depreciation Event Costs Gifts Given Insurance Other Expenditure Staff Costs Governance Costs Governance Costs Total resources used Total resources used |
Unrestricted 2025 £ Restricted 2025 £ Total 2025 £ Total 2024 £ 3,246 5,630 8,876 7,128 450 0 450 663 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 623 0 623 1,357 0 0 0 0 9,566 28,191 37,757 31,332 |
|---|---|
| 13,885 33,821 47,706 40,480 |
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| 0 0 0 0 13,885 33,821 47,706 40,480 |
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| 13,885 33,821 47,706 40,480 |
NOTE 4 - STAFF COSTS
| STAFF COSTS | |
|---|---|
| Salaries, National Insurance and Pensions | 2025 £ 2024 £ |
| 37,757 31,332 |
During the year the Trust paid the salaries of one full time and one part time staff, none of whom earned £60,000 p.a. or more. No trustee or related party to the trustees was paid any remuneration.
Procedures set out in our Conflict of Interest Policy have been followed in any matter involving a related party to a trustee.
NOTE 5 - UNRESTRICTED FUNDS
| Fund Name | Opening Balance |
Income | Expenditure | Closing Balance |
|---|---|---|---|---|
| General (Unrestricted) | 66 | 17,495 | 13,885 | 3,676 |
Income includes a £8,233 regular grant from St Mary Magdalene Church, £5,300 from a legacy and £2,945 donations from individuals.
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Sale West Community Urban Trust
NOTE 6 - RESTRICTED FUNDS
| Fund ASDA Local Community Grant Belfrey Seed Grant Benefact Trust Irwell Valley National Lottery Community Fund Our Sale West Transforming Lives for Good Total |
Opening Balance Income Expenditure Closing Balance 228 600 416 412 0 15,000 8,570 6,430 0 1,600 1,600 0 0 1,070 1,070 0 3,036 20,000 20,905 2,131 0 360 360 0 1,025 0 900 125 |
|---|---|
| 4,289 38,630 33,821 9,098 |
Restricted grants received during the year can be seen in the Income column:
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ASDA Local Community Grant was for craft materials.
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Belfrey Seed Grant was from St Michael le Belfrey, York towards salary costs.
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Benefact Trust grant was towards the Outreach Worker’s salary.
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Irwell Valley Foundation grant was to run a holiday club during the Easter holidays.
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National Lottery Community Fund was £60,000 over 3 years from August 2023 to August 2026, paid as £10K every 6 months, to support individuals and families in Sale West.
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Our Sale West grant was for summer craft activities.
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Transforming Lives for Good grant was from the Sequoia Seed Fund, St Michael le Belfrey, York, towards running TLG.
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- End of document - -
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