Woolton Community Life Financial Statements for the year ended 31st December 2023
Woolton Community Life Contents of Financial Statements for the year ended 31st December 2023 Page Report of the Trustees Ito4 Receipts and Payments Account Balance Sheet
li Woolton Community Life Volunteer Befriending Service Bringing people together Reglstered Charity Number 1159642 Woolton Community Life, St Mary's Presbytery, Church Rd, Liverpool, L25 5JF. *: 07490572344 www.wooltoncommuni life.or ort of the Trustee5 for the ear ended 31$t December 2023 The trustees submit their annual report and financial statem¢nts for the year ended 31. December 2023 Registered Charity Number 1159642 Addre55: St Mary's Presbytery, Church Road, Woolton, Liverpool, L25 5JF Trustees: Anita Lloyd Dr George Kuruvilla Pam Cottrell St¢phen Harrington Derek Harold Kairina Walker Ashton Tansey Treasurer: Pam Cottrell Structure, Governance and Mallagcment Woolton Community Life is a Charitable Incorpoi'ated Organisation {CIO} and is iovemed by its constitution adopted on 1.5.14 and is a registered charity number 1159642 Trust¢¢s.' Dr George Kuruvilla(Chair), Pam Cottirll ITasurer), Anita Lloyd, Derek Harold Katrina Walker, Ashton Tansey, Stephen Harrington.
Objeets The objects of Woolton Community Life 'e: The relief of persons in need in the Woolton area of Liv¢ipool aiid ils sun'ounding vicinity who may be socially isolated or lonely. In particular, but not exclusivcly by tlic provision of suppoi't, advi¢¢ and othei. services Io ilSSlSt them ITh their independeiit livingF, relieve their ,%octal iqolatiDn, prnmote theii. good health and improve iheii. qiiality of life. The pi'oniotioii ofequality and diversity foi. the public benefit by pi'ornoting activities to foster undei'slanding between people fi'om divei's¢ backgrounds. ort Df Ihe Tru$tee8 for the ear ended 3151 December2022 Main aelfftvities and achievements Volunteers Currenily there are 41 befrienders visiting 41 beneficiaries on a weekly basis. Their are also a number of befriendffl's at different stages of the re¢ruitn]¢nt pn)ccss. All befii¢nders have been through an InteieW pi'ocess with references being taken up, and a Disclosure and Barring Service check. Thei'e is an iiiduction piocedu¥e which includes safeguai'ding ti'aining, with the opportunity for first aid and moving and handling ts'aining. In addition to tlie befiienders, thei'e al'e a nuinber of volunteei. roles witl]in the charity such as admin support, IntvieW1n8 potential befrienders and beneficiai-ies, matching befriendei's to beneficiaries, di'iving, fundi'aising, manning the phones, working on the website, piDn]otion and events, Three of our Trustees MT William Betliell . Mi" Frank Shotter and MY Mohan Samant hav¢ T¢signed fi'om th¢ boai'd of Truste¢s foi. personal reasons. They will howevei., continue as B¢frienders/friends of the Charity. St¢ph¢n Hai'i'ington has joined as a Trust¢¢. He will continue as a belriender. Beneficiaries There are 41 beneficiai'ies being visited on a weekly basis. They enjoy a variety ol- activities such a5 home visits, cliui'Gh visits. daiicing, shopping and tiips out. Trustees.. Di. Geoige Kuruvilla(Chati'l. P1 Cotti'ell (Treasui'er), Aiiita Lloyd, Dei'ek Harold Kati'ina Walker, Ashton Tat)sey, St¢phen Han'ington.
Local activities: b.Charity EventtS: l.Fish and Chips Event on 0110412023: This was a lunch event and as usual, well allended by Volunteers, B¢neficiai'ies and Trustees with. lunch music and professional entffl1aimnent. Transportation was arranged foi. the ben¢ficiaries who needed them. 2.fiarmers Market: Trustees attcnd¢d the Woolton Village Famier's markel, raising awareness of the Charity's presencc and also campaigning for new Volunteer befrienders. We had an encouraging response of sevei'al members of the Community coming forward. They will be taken through the ti'aining process to befriend. 3.Garden party- On 1510612023.. AnnuaE Garden paity in the house of Mr Paul &Helen F.koku. We had a bigger attendkmce this year. The feedback from befriendci's and Beneficiaries h&8 been fantastic. 4.Cream tea event on 05/0812023. This was OiEanized by the Charity foi the beneficiai'ies and befrienders. It was well attended, live music and refreshment. ExGcllent feedback from th¢ attendees. 5.Llundudno dgytrip 0210912023: Coach Day trip with 50 of us consisting of beneficiaries, Volunteer befrienders and Trustees spend the day in I,landudno promen(Ide enjuying the sunshine, lunch and afternoon tea at the Merion Hotel. Feedback from attendees was ihat it was a most enjoyable trip, well organized, Many of the benefi¢iaries had not been on such a Irip for quite a while. 6.Christmas lunch on 0911212023: This was well attended with music and dance. Another very successful event. ¢. Website redesign: Website has been completely redesigned by our Trustee Derek Harold which will enable us to be more cost effici¢nt in the long run with mol'e updated ver%ion and illfonnation. (www.wooltoiicommunitylife.co.uk) d. N¢tworking The TiJJstees continu¢ n¢twoi4(ing with four local Doctoi, Pi'acti¢¢s, three Churches in W()oltsin, Liverpool Hope UniveiBity, the Society of St Vincent de Paul, the Salvation Ai'my al Strawberry Fields, and local busknesses. South Liverpool Pilot: WCL has agFieed to help two neighbourinL3 communities to set up a Pilot under our umbrella. to start one to on¢ bcfiiending by inviting Volunteers and setting up a small hub where local GPS in the aY¢a Can refer, potential beneficiaries. We hav¢ had few referrals fi'oin the GP Pi'acti¢¢s which are participaling in the Pilot (Mathei. Avenue and Storrsdale Medical Centres). Th¢ befrienders a¥e also recruited from that Community and trained as stated in the Pilot protocol. TKustees'. Di. Georg¢ Kuruvilla(Chair), Pam Cottrell (TreaSur), Anila Lloyd, D¢r¢k Harold Katrina Walker, Ashton Tpnsey, Stephen Harrington.
Tralning All befi'ienders undergo Safeguarding Training befo they can be matched with a beneficiary. Befi'iendo's air also offered Basic First Aid Awar¢n¢ss and moving and handling training. One volunteei" has compleled minibus ti'aining. project woi-k and trust¢es. We have arranged a Safeguardin8 and bii'sl-aid i'elresher course for all the Membe ol the Charity followed by lime for inlei'active discu%.%i(In, on 2 nd Mai'ch 2024. Policies and Procedures All policies and pro¢edui'es aTe in place, documented and in son]e cases amended. Safeguarding iraining, Betriender Hand book and other relevant documents have bc¢n iYviewed and updated as appropiiate. A new Admin team consist ol" George KuVIlla (Chair). Derek Harold {Ti'ustee) and Christiiie I-lodkinsoii (BefriendeT) meet i'egulai'ly to Inaiiage main adminisli?tive issues. They itport to the trustees at the Trustees meeting sclieduled on alteriiaÉe montlis alld aLso ad-hoc basis as and wheii necessary. Funding There liave beeii generous donatioi)s ld successful fuiidi'aisilig duriiig the Ye.. the details of which are in the finaneial report. Mayoi'al Fund was helpful in finanoing the day tiip lo Llandudno. 10 Financial Revieiv WCL has healthy i'eserves as at 31 December 2023, which al'e sufficient to meet the charity's objectives. We al'e confident therefore that we will continue to operate foi. the foi'eseeable future. The Trustees decl that they have appi'oved th¢ Trustees Repoit and Finances Signed on behalf of the Trustees of Woolton Community Life Geoi'ge Kuruvilla Pam Cottrell George Kuruvill Chairyierson Trustee Trustees.. Dr George Kuruvilla(Lliaii'). Pam Lottrell (TIEasurer), At)ita Lloyd, Derek Harold Katrina Walk¢i', Asliton'fansey, Stephen Harrington.
Woolton Comrrunlty Llfe Receipts and Payment Account for the year ended 31st December 2023 Llnrestricted Year ended 31 December Unrestricted Year ended 31 December 2022 Income Sundry Donatlons CAF Dorbations plus gift ald Donation W G Topham Liverpool City Counell Household Support Grant 203.74 250.QO 5,000.00 73.44 250.00 22,100.00 5,453.74 22.423.44 Expenses Web51te hostlng Insurance DBS Independent Examlnation Sundry office expense5 Volunteers Christma5 8ifts Postage & Stationery Saturn Security arinual malntenance Gifts Hoysehold Support Giant payments Beneficiarles entertaining 80.25 491.37 80.(XI 216.IXI 434.89 20.00 180.00 79.99 990.00 24.88 168. 73.99 22,100. 2,454.26 26,742.01 0.00 0.00 109.27 168.00 180.00 4.397.75 5,506.64 Depreclation Ipads 305.00 305.00 Net IncomelExpenditurel for year 357.901 14.623.57 Page 5
Woolton Community Life Balance sheet as at 31 December 2023 Unrestricted Yeai ended 31 December 2023 Unrestflcted Year ended 31 Decembèr 2022 FIXED ASSETS 305.(K) 610.00 CLIRRENT ASSETS Bank current account Petty cash 13,273.31 67.40 13.340.71 13,326.21 67.40 13,393.61 CURRENT LIABILITIES Creditors 2,500.00 2.500.00 NET CURRENT ASSETS 10,840.71 10.893.61 11.145.71 11,503.61 FINANCED BY.. Accumulated Fund Brougtrit forward Surplus IDeficitl foi the year 11,503.61 1357.901 11,145.71 16.127.18 14,623.571 11,503.61 Page 6
Woolton Community Life Notes to Balance sheet a9 at 31 December 2023 IPADS FOR BENEFICIARIES COST Brought forward l January 2023 AddltioThs Carried forwaid 31 December 2023 1,220.00 0.00 1,220.00 DEPRECIATION Broughtforward I january 2023 Charge for year Carried forward 31 December 2023 610.00 305.00 915.00 Net book value 310ecember 2022 Net book value 31 December 2023 610.00 305.00 Page 7