2025-06-30-accounts - Backwell Life

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CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1st July 2024 Perlod Start dats To 301h June 2025 Perlod end date Charity namo: Backwell Life Charity regl8tration number: 1155047 Objectives and Actlvities SORP refErtrn¢¢ Summary of the purposes of the charily as set out in its goveming document Para 1.17 The objects of the CIO are to further or benefit the residents of Backwell, N Somerset and the nei8hbourhood, without distlnrtion of sex, sexual orientation, race or of politital, religious or other opinions by associating together the said resident$ and the local authorlties, voluntsry and other organisations in a cornmon effort to advance education and to provlde facilltles In the interests of social welfare for fecreation leisure time occupation with the objective of improving the conditions of life for the re5ident5 and such other purposes which may be charitable according to the law ¢f England and Wales. The principal activity is The Meeting Polnt, ¢omrnunity hub run In Backwell, where people can meet to socialise, access a range of services and support and where small groups can gather. There is also internet access and support for omputer users. The charlty hosts groups for example chalr yoga. A twice-monthly lunch club is provided, malnly for elderly residents. Mother and toddler / primary aged child activities are prOded during all school hulldays. The charity also publiclses social activities within the comrnunity. The charity advances education and provides facilities in the interest of social welfare for recreation leisure time occupation with the objective of improving the condltions of Ilfe for the residents of Backwell, North Somerset. having due regard to the Charity Commission's guidance on public benefit. Summary ofthe main activities in relation to those purposes for the public benefrt, in particu18r, the activitie8, projects or 8ervic*s identifd in the accounts. Para 1.17 und Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefrt P•r• 1.18 Additional infomiatlon (optlonal) You ma choose to indude further Statements wher8 relevant about.. SORP reference

NIA Para 1.38 Policy on grant making NIA Par• 1.38 Policy on social investmenl including program related investmenl All regular activlties are supported bythe tearn of w)lunteers, who contribute approximately 750 volunteer hours each year to the workof the charity. Parn 1.38 Contribution made by volunteers Other Achievements and Performanco 80RP ref•rnno• Hospltality is a key feature of The Meetin8 Polnt as a weekly drop-ln café and this continues to be the key founding principle of all the charity's actlvities. Summary ollhe main achievements of the charity, identrfying Ihe dFfference the charity's work has made to the Circumstances of its beneficiaries and sny wlder benefits to soa as a whole. Pora 1.20 The annual programme of Children's activities wa5 run in the school summer holldays (parents or carers in attendance), which we know is hlghly valued. This includes engaglng local artists and activity provlders. Additional children's actlvlties are provlded in the other holidays. The twlce-monthly lunchdclub rnaintalns a loyal and regular attendance. Support with transport for elderly guests 15 much appreciated. We recelve referrals by local Soclal Prescribers. Chair yoga sesslons are provided by a qualified teacher for those with limited mobility. These have become real social events as well and regular attendance has continued to grow over the year. The EUSS support scheme has come to an end, and no furtherassisted Dlgltal Support progTarnmes are being offered, malnly because the target users for further schemes generally fall outside the charity's geographical area of eration.

Additional Infonnatlon loptlonal) You ma choose to include further statements where relevant about: The lunch club has rnaintained its regular attendance and is much valued by new guests as well a5 regulars. The charity aims to provide econornical lunches but has been ableto increase donation levels to cost pressures. The new 2-day holiday event for older residents was repeated in July 2025. It has also supported the growth of the Chair yoga sesslons with numbers now up to nearly 30 perweek. Thls is clearly valued as a soclal activity as well a5 good exercise for those with limited mobility. School summer holiday actlvities for primary aged children were again very successful and will continue. As far as posslble, shorter school holidays will also include a children's activlty, sornetimes also using external providers. Achievements against objectives sel Para 1.41 Fund5 are ralsed through donatlons recelved for refreshments and meals and Small indlvidual donations. Donations were received from a fundraising BBQ held in June 2025. Perfornnce of fundrai8ing activities against obpdves set Para 1.41 WA Inveslrnent perfonnance against objectives Para 1 Al Other

Financial Review Review of the charity's financial position at the end of Ihe period Statement explaining the policy for holding reserves stating why Ihey are held Para 1.21 The charitvs financial position is considered sound, with income adequately covering outgoings. The trustees aim to hold sufficient reserves to continue the long-term objectives of the charity without jeopardlsing their short-term activities. There are no designated reserves, although a surn was transferred to a savings account during the year to benefit from bank interest. Para 122 Amount of reserves held Reasons for hdding zero reserves Par* 1.22 Para 1.22 The charity does not hold designated reserves as it benefits from regular donations coverlng regular expenses. Details of fund materially in deficit Explanation of any uncertainties aboLrt the charity continuing as a going concem Pir• 1.24 P#r• 1.23 Addftlonal Informatlon (optlonal) You ma ehoose to indude further 8talerrnnts where relevant about: Principle sources of funds are membership fees, donations for refreshments, voluntary contributions for children's actlvitles, individual and organisational donations, occasional fundraising events plus a Parlsh Council grant. The charity's principal sources of fund8 (including any fundraising) Para 1,47 Investment policy and objeth'ves induding any social investment policy adopted Parn 1,48 A description of the princip81 risks facing the charity Para 1,46 Other

Structure, Governance and Management Description of charity's trusts: Type of goveming docurrEnt Parn 1.25 Conslitution How is the charity constituted? Para 1.25 Charitable Incorporated Organisation y ui iii ILVI kivi ated -qnr.iAtinn ClC)I Trustee selection methods induding detsils of any constitution81 provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees P•rn 1.25 Trustees must be a member of the CIO and are appolnted by the members or the Trustees. The Rector of the Benefice of Backwell with Chelvey & Brockley and the Methodist Minister of West Town are ex officio Trustees. Addltlonal Infomiatlon (optlonall You ma 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 Par• 1.81 Relationship with any related parti88 Parn 1.61 Other Reference and Admlnistratlve details Charit name Other name the charit uses Re istered chaiit number Charity's principal address Backwell Life The Meetin 1155047 5 West Town Road Backwell Bristol BS48 3HA Point

Names ofthe chaiity trustsos who manago tho charlty Dat•$ act•d If not for whol• Thistw name Offi¢• (if any) N•m• of p•rvJn (or body) •ntitt•d toa olnt tru8te• Ifan Martin Canning Chair frorn AGM 2024 1 >11-2024 to 30-0 2025 Douglas Neilson Susan Watts Chair to AGM 2024 01-07-2024 to 13-11- 2024 Tamsin Hockett Sarah Payne Secretary Treasurer 10 11 12 13 14 15 16 17 18 19 20 orate trustees - name8 of the directors at the date the re Dlr•otor n•m• rtwas Name of trustees holding titl8 to property belonging to the charity Datss a¢t•d If not for whol• Trust•• nam•

Funds held as custodian trustoes on behalf of other8 Description of the assets held in this capacity Name and objects of the charity on whose behalf the assels are held and how this falls wtthin the custodian charity's objects Details of arrangements for S8f8 cuslody and segregats'on of such assets from the charity's own assets Addftlonal Infomiatlon (optional) Nameg and addresses of advlsern (Opfjonal Inforniatlon) Typo of Nam• Addr•s8 advlser Nam• of chhf •xecudvo or names of s•nior stsff momborn (Optlon•l Infomiation) Exemptlons from disc108ure rsonnel details Reason for non-disclosure of k Other o tional information

Declarations Tho truste•• declare that thay hav• approv•d th• trustoo•' r4POrt al. sIgn on b•hoff of th• charlty's trusts•s Slgnatur•($ Full nam•{s> Posltlon (og Socretary. Chalr, •t¢) Dat• Martln Cann Sarah Payne Chalr Traasurer

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Charity Name No (if any)
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01.07.2024 30.06.2025
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
Café takings 1,595 - - 1,595 1,142
Lunch takings 5,061 - - 5,061 3,504
Donations 559 - - 559 722
Grants Received 500 - - 500 500
Legacy Received - - - - -
Fund raising - - - - -
Membership 120 - - 120 190
Gift Aid - - - - -
UESS Digital support Fees 25 - - 25 50
Sitting Fit income 28/9> - - - - -
Interest 33 - - 33 -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for 7,893 - - 7,893 6,108
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 7,893 - - 7,893 6,108
A3 Payments
Rent/hall hire 2,563 - - 2,563 1,893
Refreshments 452 - - 452 441
Lunch costs 3,355 - - 3,355 2,807
Provision of Activities 411 - - 411 309
Insurance 153 - - 153 120
Equipment expenses 367 - - 367 -
Internet 84 - - 84 84
Advertising - - - - -
Sitting Fit Yoga - - - - -
Children's Summer Activities 836 - - 836 473
Other adminstrative expenses 127 - - 127 201
SumUp fees 36 - - 36 1
Labour (DBS checks) - - - - 42
Thank you celebrations - July 2023 - - - - 200
- - - - -
- - - - -
- - - - -
Sub total 8,383 - - 8,383 6,571
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - - -
Total payments 8,383 - - 8,383 6,571
Net of receipts/(payments) - 490 - - - 490 - 463
A5 Transfers between funds - - - - -
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A6 Cash funds last year end 7,290 - - 7,290 7,753
Cash funds this year end 6,801 - - 6,801 7,290
Section B Statement of assets and liabilities at the end of the period
Unrestricted Restricted Endowment
Categories Details funds funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds - - -
- - -
- - -
Total cash funds - - -
(agree balances with receipts and payments
account(s)) Agreement Error OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B3 Investment assets - -
- -
- -
- -
- -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B4 Assets retained for the - -
charity’s own use - -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities -
-
-
-
-
Signed by one or two trustees on Date of
behalf of all the trustees Signature Print Name approval
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