
## **Trustees’ Annual Report for the period** 

**From 1[st] July 2020 Period start date To 30[th] June 2021 Period end date** 

## **Charity name: Backwell Life** 

## **Charity registration number: 1155047** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The objects of the CIO are to further or benefit<br>the residents of Backwell, N Somerset and the<br>neighbourhood, without distinction of sex,<br>sexual orientation, race or of political, religious<br>or other opinions by associating together the<br>said residents and the local authorities,<br>voluntary and other organisations in a common<br>effort to advance education and to provide<br>facilities in the interests of social welfare for<br>recreation leisure time occupation with the<br>objective of improving the conditions of life for<br>the residents and such other purposes which<br>may be charitable according to the law of<br>England and Wales.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|The principal activity is The Meeting Point, a<br>community hub run in Backwell, where people<br>can meet to socialise, access a range of services<br>and support and where small groups can<br>gather.<br>A range of information and service contacts is<br>available. There is also internet access and<br>vouchers for Clevedon Foodbank. The charity<br>hosts groups including chair yoga, computer<br>confidence club and knitting group.<br>A twice-monthly lunch club is provided, mainly<br>for elderly residents, and mother and toddler /<br>primary aged child activities are provided<br>during school holidays. The charity facilitates<br>improvement courses and publicises social<br>activities within the community.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The charity advances education and provides<br>facilities in the interest of social welfare for<br>recreation leisure time occupation with the<br>objective of improving the conditions of life for<br>the residents of Backwell, North Somerset,|





having due regard to the Charity Commission’s guidance 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|N/A|
|Policy on social investment<br>including program related<br>investment|Para 1.38|N/A|
|Contribution made by<br>volunteers|Para 1.38|All regular activities are supported by<br>volunteers, who additionally make small<br>contributions in kind towards refreshments.|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|The charity was unable to run The Meeting<br>Point as a drop‐in cafe on a one day per week<br>basis as it remained closed for the whole<br>period of the annual report. However, some<br>occasional activities were possible within the<br>various levels of Covid restrictions.<br>A much‐reduced programme of children’s<br>activities was run in the school summer<br>holidays (parents or carers in attendance).<br>Weekly telephone contact was maintained with<br>elderly lunch‐club regulars throughout the<br>pandemic to combat social isolation.<br>The charity continued its registration to<br>provide digital assistance to EU citizens<br>applying for EU Settled Status, although this<br>service was suspended until October.<br>Chair yoga sessions are provided by a qualified<br>teacher for those with limited mobility.|



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

|Achievements against<br>objectives set|Achievements against<br>objectives set|Para 1.41|Occasional gift bags were personally delivered<br>(e.g. afternoon tea in a bag) to lunch‐club<br>regulars during lockdown. When permitted, a|
|---|---|---|---|
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|||series of small gatherings for tea in the garden<br>were held.<br>The charity assisted the community‐wide<br>volunteering effort during the pandemic and<br>latterly assumed the role of volunteer co‐<br>ordination.<br>Chair yoga sessions were held on‐line whilst<br>social distancing requirements remained in<br>place.<br>16 applicants were provided with digital<br>support for EUSS applications during the<br>balance of theyear.|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|No specific fundraising activities were<br>undertaken during the year.|
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of theperiod|Para 1.21|The charity’s financial position is considered<br>sound, with income adequately covering<br>outgoings.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The trustees aim to build sufficient reserves to<br>continue the long-term objectives of the<br>charity without jeopardising their short-term<br>activities. There are no designated reserves.|
|Amount of reserves held|Para 1.22||
|Reasons for holding zero<br>reserves|Para 1.22|The charity does not hold designated reserves<br>as it benefits from regular donations covering<br>regular expenses.|
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

||||
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Principle sources of funds are membership<br>fees, donations for refreshments, voluntary<br>contributions for children’s activities, individual<br>donations and digital support fees plus a Parish<br>Council grant.<br>The completion of the EUSS scheme in June<br>brought this source of funds to an end.|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Charitable Incorporated Organisation|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Trustees must be a member of the CIO and are<br>appointed by the members or the Trustees.<br>The Rector of the Benefice of Backwell with<br>Chelvey & Brockley and the Methodist Minister<br>of West Town are ex officio Trustees.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|Backwell Life|
|---|---|
|Other name the charity uses|The Meeting Point|
|Registered charity number|1155047|
|Charity’s principal address|5 West Town Road<br>Backwell<br>Bristol<br>BS48 3HA|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Martin Canning|Chair|November 2020||
||Douglas Neilson||||
||Susan Watts||||
||Tamsin Hockett|Secretary|||
||Sarah Payne|Treasurer|November 2020||
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## – 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** 



Declaratlons
3lgnthr•(s)
S. L
Fum n•M￿•￿
VArttn Cannh
Trnasurw
7 October 2021

CHARITY COMMISSION
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CHARITY COMMIS
FOR ENGLAND AND W
Independent examinerfs report on
the accounts
Section A
Independent Examiner's Report
Report to th• trustè•sl
m•mbers of
Bad(well Life
On accounts for the y•ar
ended
30 June 2021
Charlty no (If any)
1155047
S•t oirt on pag
One&T*
I report to the trustees on my examination of accounts of the atxjve
charity rthe Trusf) for Ihe year end
R•sponslbllllles and As th8 tharity trustees of the Trust. you arn restM)nsble for the w8paration
basis of rnport of Ihe accounts in accon1a￿e *ith the requirements of th8 Chariti8s Aci
2011 (Ihe Acn.
I report in respect of my examlnatlon of the Trust's accounts carrfed OLrt
under section 145 of the 2011 Act and in carrying out my examinati￿. I
have folk)wed the appbcable Direcli(ms gr￿n by the Charlty CommissiL
under secticm 145(5Xbl of the Act.
I have C￿np￿ted my examinaticffl. I confim that no material matters have
come to my attention (other than that disdosed below") in connection wyth
the èxamination vthich gp￿S me cause to b818V8 that in. any materlal
Independent
•xamlnerfs S￿￿ement
acLuintlng rn(xJrds not kept in a(wnlance wlth section 130 of
the Acl or
the acc<)unts do not a¢ccwd with1he accountng re￿)1[1$
I have no conc8ms have arxa8s no other matters In rnnnecllon
wlth the examinati(m to whith attention shoukl be drawn in order to enab18 a
oper undefstanding of Ihe accounts to be reathed.
' Pbaso delete the I￿rdS in the brackets rf they do not apply.
22 August 2021
Slgn•d:
Name:
Anne Lesley BaTratt
Relevant professSonal
quaJhlcatlon(6) or body
Of any):
Addr￿5.
12 Dunkery Close
Nailsea
Brbstol BS48 IB
IER
October 2018