2025-03-31-accounts

Trustees’ Annual Report for the period

From 1/4/24 Period start date To 31/3/25 Period end date

Charity name: The Lawrence Centre

Charity registration number: 1146960

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	 The aim of The Lawrence Centre is to  Prevent social isolation  Help maintain independence  Give family carers a break We support vulnerable older adults including those living with memory loss and other health issues through day opportunities. We operate 5 days a week and 1 Saturday a month. We support carers by ensuring they receive timely information about community services as well as benefits.
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	The Lawrence Centre provides a range of wellbeing, stimulating social activities where friendships are forged, keep well, active and have fun. We have speakers on various topics, arts and crafts sessions, singing and music. Flexercise is always incorporated in the day as well as reminiscence therapy. A healthy nutritious lunch is provided each day as well as refreshments. We work with schools in the area to provide intergenerational session which is beneficial to both our members and pupils, it enhances the enjoyment of the day. We have an Outreach Service providing companionship and support for people at home, this is particularly good for people who feel groups are not for them. TLC is involved in the Wells community, always promoting awareness of older people in the area.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity	Para 1.18	All trustees have regard and understand the guidance issued by the Charity Commission on public benefit.

Commission on public benefit

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	Our volunteers are a very import part of The Lawrence Centre, helping with refreshments, lunch and activities. We have volunteer drivers who help by providing transport in the local area for our members to get to and from TLC. A volunteer helps us with our small award winning garden which is much appreciated by our members in the summer months.
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	 Providing support through day opportunities for vulnerable older people including those living with memory loss and health issues.  Signposting members and carers to community resources in a timely fashion.  Give critical advice re benefits  Taking referrals from GP’s Health Professionals, Adult Social Care, Health Connectors, the Community as well as self referrals.  Providing mental and physical stimulation  Maintaining independence.  Supporting carers.  Giving carers a break.  Working with schools and providing intergenerational sessions.  Working closely with other local community organisations to

enhance awareness of older people

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	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 made a small surplus during the year.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves are held for the upkeep of the building, new furniture that will need to be replaced due to wear and tear. Staff redundancies in the event of closure. Continuation of the charity. In case of any legal issues.
Amount of reserves held	Para 1.22	£361,746
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	Our annual grant from Somerset Council has come to an end, we are in discussion with them about future income streams.

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	A daily fee is paid by those attending sessions at the centre and those receiving outreach support. We have been receiving a fee from Wells Community Network for running their community helpline. Donations from individuals and local organisations. Income from hiring the centre to other local organisations.
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated
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	This is done at a trustees board meeting agreeing appointment as minuted.

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	The Lawrence Centre
Other name the charity uses
Registered charity number	1146960
Charity’s principal address	The Lawrence Centre 37 Chamberlain Street Wells BA5 2PQ

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)
	John Carter
	Stephen Harrison
	Dr Alex Gundry
	Patricia Leigh
	Philippa Robinson		1/10/24

– 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 N/A held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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

The Lawrence Centre 1146960

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||||||||| |---|---|---|---|---|---|---|---| |Receipts and payments accounts|CC16a| |For the period|01/04/2024|31/03/2024| |To| |from| |ee|ee| |Section A Receipts and payments| |Unrestricted|Restricted|Endowment| |Total funds|Last year| |funds|funds|funds| |to the nearest| |to the nearest £|to the nearest £|to the nearest £|to the nearest £| |£| |A1 Receipts| |Grants|25,500|-|-|25,500|10,026| |Contributions from Service users|130,777|-|-|130,777|110,096| |Donations|8,706|-|-|8,706|8,097| |Interest|12|-|-|12|6| |Unrealised gain/loss on investments|-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |Sub total|(Gross income for| |164,995|-|-|164,995|128,225| |AR)| |A2 Asset and investment sales,| |(see table).| |-|-|-|-| |-|-|-|-|-| |Sub total|-|-|-|-|-| |Total receipts|164,995|-|-|164,995|128,225| |——_——=—| |A3 Payments| |Staff Costs|133,775|-|-|133,775|112,412| |Cost of Service Provision|10,729|-|-|10,729|8,309| |Establistment Costs|9,847|-|-|9,847|12,189| |Lega & Professional Fees|2,390|-|-|2,390|1,851| |Insurance|588|-|-|588|652| |Motor & Travel|-|-|-|-|42| |Office Costs|2,445|-|-|2,445|2,768| |-|-|-|-|-| |-|-|-|-|-| |Sub total|[ 159,774 ]|-|-|159,774|138,223| |A4 Asset and investment| |purchases,|(see table)| |-|-|-|-|2,271| |-|-|-|-| |Sub total|[ - ]|-|-|-|2,271| |—|Total payments|——=—|159,774|-|-|159,774|140,494| |Net of receipts/(payments)|5,220|-|- 5,220|- 12,269| |A5 Transfers between funds|-|- -|-|-| |A6 Cash funds last year end|49,760|- -|49,760|62,029| |Cash funds this year end|SSS|54,980|-|- 54,980|49,760|

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CCXX R1 accounts (SS)

14/11/2025

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 B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Signature Creditors Payroll costs Accruals Details Details Office equipment Current bank accounts Savings accounts Petty Cash Details Details Total cash funds (agree balances with receipts and payments account(s)) Prepayment Details CCLA Investment Fund	Unrestricted funds Restricted funds to nearest £ to nearest £ 53,663 - 1,007 - 310 - 54,980 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ 375 - - - - - - - - - - - Fund to which asset belongs Cost (optional) Unrestricted 270,000 - - - - Fund to which asset belongs Cost (optional) Unrestricted 24,439 - - - - - - - - Fund to which liability relates Amount due (optional) Unrestricted - Unrestricted 12,970 Unrestricted 5,158 - - Print Name	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			361,747
			-
			-
			-
			-
			Current value (optional)
			9,802
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)
			Date of approval

CCXX R2 accounts (SS)

14/11/2025

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examlner's Report Report to the tru6toosl memberJ of The Lawrence Centre On accounts for the year ended 31 March 2025 Charlty no lif any) 1146960 Set out on pages 3and4 I report to the trustees on my examination of the accounts of the above Gharity ('Ihe Trust.) for the year ended 31 March 2026. Responsibllltie5 and As the charity trustees of the Trust, you are responslble for the preparation basls of rnport of the accounts in accordance with the requirements of the Chanties Act 2011 ("tha 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 $8ction 145(5)(b) of the Ad. I have completed my examination. I confirm that no material matters have come to my attention (other Ihan that disdosed below ') in connection with the examination which gives me cause to believe that in. any material respect.. accounting recnrds were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's ststement I have no cOn￿mS and have come across no other matters in conneclion with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets rf they do not apply. Slgnod: Dats: Nam8: Relevant professlonal quallflGatlon(s) or body (If any): Address: IER

Section B Disclosure Only complete rf the exam'iner needs to highlight matters of concem (see CC32, Independent examinstion of charity accounts: directions and guidance for examiners). Glve here brlef details of any itsms thatthe examlngr wlBhos to disclose. IER

CHARITY COMMISSION FOR ENGLAND ANO WALES Receipts and payments accounts CC16a Forth• period from Section A Receipts and payments Unrestricted funds to th• neJrvBt Restricted fund8 Endowment funds Total funds L45t year to th• fi￿rnIt £ to th• n•arnst £ to tho nearnt £ to th• nMr•Jt£ A1 R•¢•l Giants Contribuon8 from S8rvice u6W6 Do)naUon5 Intere6t Unr&all$e(I gnlo88 on Invogtrnents 25.500 130.777 8.706 12 25,500 130.777 8.708 12 10,028 110,098 8,097 Sub total (G￿5S inGome for Aft) 184.995 114,995 128,22 A2 A88et and Inve3tmenl sales, Is•e table}. Sub total 164,995 104,995 128,225 A3P8 ments Staff Costs Co of Semce Prov*ion Est8bllstment Co818 Lega & Profess￿nal F8e8 Insuranc Motor & Travd OffKe Costs 133,775 10.729 9,847 2,390 112412 8.309 10.729 1,851 852 42 Sub total 159.774 159,774 138.223 A4 As••t and Inv•¥tm•nt purchases, {see lablo) 2.271 Sub total 2.271 Tolal payments 159.774 159.774 140,494 Net of recelptsl(payments) A5 Transfern between fund8 A6 Cash funds last year ond Cash fvnds thls year end 5,22Q 5,220 12,269 49,760 54,980 49,760 54,980 62.029 49.760

Section B Statement of assets and liabilities at the end of the period UnrestriGted Restncted funds funds to n•#r￿lE to neartst £ Endowment funds Categories rtsilA to nearest£ B1 Cash funds Curient b8nk accounts Sawngs 8ccounts 1,007 Petty Cash 310 Total cash funds 54,980 Unrestrlcted funds to n•ar¢st £ 375 Restricted funds to n￿1¢$1 £ Endowm•nt funds to noarnst E 82 Other monetary assets Prep￿ment Fund to whkh •M•t belon Curient valu• lonal JS1.747 D•ta•ls CCLA Inveatment Fund Gwt loptionall B3 Investment a•8ets 270.IYJO Fund towhkh a•••t b•lon Unreslricred Co•t loptlon•ll 24.439 Curr•nt v•lu• nAI 9.802 B4 Assets retalned for the charlty's own use Office equipmènt Fund to whbch lat¢$ Amount due lona When due nal B6 Llabllltles Ci&1rtor8 Unre8tncted Payrdl c08ts Unrestricted 12.970 Accruals UnrgStri¢t8d 158 Signed by one oi trustèos on behalf of all the trusteas Signature Print Name Date of roval