## **Trustees’ Annual Report for the period**
**From Period start date 1/1/2022 To Period end date 31/12/2022**
## **Charity name: East Lancashire Down’s Syndrome Support Group**
## **Charity registration number: 1149790**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|ELDSSG’s purposes are to provide support
to new parents, and improve the experience of
new local parents at diagnosis. To be a source
of local and general information regarding
Down's Syndrome and local provision To raise
awareness and understanding of Down's
Syndrome in the local community. Provide
support to schools with children with Down's
Syndrome amongst their pupils. Helping them
best achieve integration|
|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|Our main activities during the year have
been: a full programme of themed family
meetings, residential family weekend, we
have started a weekly pre-school education
programme, we have started a new
programme of social activities for our teen
age and young adult members.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Yes|
**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|**WE now support over 10o families most**
**of whom attend various face to face**
**activities.**
**These activities enable families to feel**
**part of a community, develop**
**friendships, get advice and support.**
**The members are able to develop many**
**different skills at the range of themed**
**family meetings from pottery to circus**
**skills. They are also able to develop**
**friendships and relationships in safe,**
**supported environments.**|
## **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 is in a good financial position in
regard to it’s plans for future activities.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The trustees agreed to hold sufficient
reserves to cover the charities costs for 6
months activity|
|Amount of reserves held|Para 1.22|**£10,000**|
|Reasons for holding zero
reserves|Para 1.22|**n/a**|
|Details of fund materially in
deficit|Para 1.24|**none**|
|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
any fundraising)|Para 1.47||
|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|**Charity Commission Model Constitution**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Unincorporated charity**|
|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|**Trustees are sought from within the**
**membership and families, looking for**
**any relevant skills. All trustees**
**continuation in role is voted on at the**
**AGM.**|
## **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|East Lancashire Down’s Syndrome Support Group|
|---|---|
|Other name the charity uses|ELDSSG, East Lancs DS|
|Registered charity number|1149790|
|Charity’s principal address|3 Ogden Drive
Helmshore
BB4 4NN|
|||
**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)**|
|---|---|---|---|---|
||Rachel Shatliff|Chair||Trustees / AGM|
||Lisa Holden|Secretary||Trustees / AGM|
||AnthonyShatliff|Treasurer||Trustees / AGM|
||Helen Thompson|||Trustees / AGM|
||Jo Emberga|||Trustees / AGM|
||John Hargadon|||Trustees / AGM|
||Caroline Hargadon|||Trustees / AGM|
||KayKendall|||Trustees / AGM|
||Steph Horne|||Trustees / AGM|
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
## – Corporate trustees names of the directors at the date the report was approved
**Director name n/a**
Name of trustees holding title to property belonging to the charity
|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**n/a**|||
||||
||||
||||
||||
||||
## **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)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**
**adviser**
**Name**
**Address**|||
||||
||||
||||
||||
|**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**|||
|---|---|---|
||Rachel Shatliff||
||
Chair||
||21/4/23||
||21/4/23||
||**East Lancashire Down's Syndrome Support Group**|**East Lancashire Down's Syndrome Support Group**|**East Lancashire Down's Syndrome Support Group**|**East Lancashire Down's Syndrome Support Group**|**East Lancashire Down's Syndrome Support Group**|**1149790**|**1149790**|**1149790**|**CC16a**|
|---|---|---|---|---|---|---|---|---|---|
||**For the period**
**from**||01/01/2022||**To**||31/12/2022|||
|||||||||||
|**Section A Receipts and payments**||||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**||**Restricted funds**
**to the nearest £**||**Endowment**
**funds**
**to the nearest £**||**Total funds**
**to the nearest £**||**Last year**
**to the nearest £**|
|Facebook giving|741||**-**||**-**||**741**||1,720|
|Amazon Smile|87||**-**||**-**||**87**||105|
|PaypalGiving.Com|610||**-**||**-**||**610**||336|
|WDSD Fundraising|2,467||**-**||**-**||**2,467**||222|
|Justgiving|5,275||**-**||**-**||**5,275**||12,080|
|Other Fundraising|945||**-**||**-**||**945**||82|
|Donations|410||**-**||**-**||**410**||1,414|
|Quiz and Curry|2,018||**-**||**-**||**2,018**||0|
|Skipton BS|437||**-**||**-**||**437**||0|
|Rossendale Council Teen Group|220||**-**||**-**||**220**||0|
|Monthly Giving|680||**-**||**-**||**680**||260|
|Bequests|5,339||**-**||**-**||**5,339**||0|
|Burnley and Nelson URC|5,000||**-**||**-**||**5,000**||0|
|Pendle Motor Club|2,000||**-**||**-**||**2,000**||0|
|Trust Donation|2,500||**-**||**-**||**2,500**||0|
|Member Payments - SLT|1,610||**-**||**-**||**1,610**||484|
|Member Payments - Haven|2,872||**-**||**-**||**2,872**||856|
|Anniversary Ball Tickets and Sponsorship|2,908||**-**||**-**||**2,908**||0|
|HSBC|500||**-**||**-**||**500**||500|
|Tesco|0||**-**||**-**||**-**||1,125|
|Interest|20||**-**||**-**||**20**||1|
||**-**||**-**||**-**||**-**|||
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for AR)_|**36,638**||**-**||**-**||**36,638**||**19,185**|
|||||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||||
||**-**|||||||||
||**-**||||||||**-**|
|**_Sub total_**|**-**||||||||**-**|
|**_Total receipts_**
**A3 Payments**||||||||||
||||||||||**19,185**|
|||||||||||
|Family Support Meetings|**5,996**||**-**||**-**||**5,996**||**9,189**|
|Haven|**7,553**||**-**||**-**||**7,553**||**-**|
|Training|**1,825**||**-**||**-**||**1,825**||**1,048**|
|SLT Sessions|**6,559**||**-**||**-**||**6,559**||**1,820**|
|Fundraising Costs|**732**||**-**||**-**||**732**||**119**|
|Ukraine DS Donation|**1,000**||**-**||**-**||**1,000**||**-**|
|ELDSSG Grants|**250**||**-**||**-**||**250**||**-**|
|Teen Group Costs|**350**||**-**||**-**||**350**||**-**|
|Ball Costs|**350**||**-**||**-**||**350**||**500**|
|Other|**27**||**-**||**-**||**27**||**224**|
|Office, Admin & IT|**2,456**||**-**||**-**||**2,456**||**880**|
|||||||||||
|**_Sub total_ **|**27,098**||**-**||**-**||**27,098**||**13,780**|
|||||||||||
|**A4 Asset and investment**
**purchases, (see table)**||||||||||
||**-**|||||||||
||**-**|||||||||
|**_Sub total_ **|**-**||||||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**||||||||||
||||||||||**13,780**|
|||||||||||
||**9,540**||||||||**5,405**|
|**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**-**|
|**-**|
|**-**||**-**||**-**|
|---|---|---|---|---|---|---|---|---|---|
||**-**||**-**||**-**||**-**||**-**|
||**9,540**||**-**||**-**||**9,540**||**5,405**|
## **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**
**B4 Assets retained for the**
**charity’s own use**
**B3 Investment assets**
**B2 Other monetary assets**
**B1 Cash funds**|Signature
**Details**
**Details**
**Details**
**Details**
HSBC Charity Account
**_Total cash funds_**
(agree balances with receipts and payments account(s))
**Details**|**Unrestricted**
**funds**
**Restricted funds**
**to nearest £**
**to nearest £**
**43,536**
**-**
**-**
**-**
**-**
**-**
**43,536**
**-**
Agreement Error
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
Rachel Shatliff|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of approval|
|||Rachel Shatliff|21st April 2023|
|||||
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name **members of** East Lancashire Down’s Syndrome Support Group **On accounts for the year** 31/12/22 **Charity no** 1149790 **ended (if any) Set out on pages** (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 / 12/ 2022** .
- **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** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention (other than that disclosed below *) 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.
* _Please delete the words in the brackets if they do not apply._
**Date:** 21/4/23
**Signed: Name:** Philp Shatliff **Relevant professional qualification(s) or body (if any): Address:** 3 Ogden Drive Helmshore BB4 4NN
1
**October 2018**
**IER**
**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** .
2
**October 2018**
**IER**