Woolton Community Life Financial Statements for the year ended 31st December 2025 Woolton Communlty Life Contents of Flnancial Statements for the year ended 315t December 202S Page Report of the Trustees Ito6 Receipts and Payments Account Balance Sheet Woolton Community Life Volunteer Befriending Service Bringing people together Registered Charity Number 1159642 Woolton Community Life, St Mary's Presbytery, Church Rd, Liverpool, L25 5JF. 07490572344 www.wooltoncommunitylife.co.uk oyt of the Trllstee% foi. the ended 31" Derembey 2025 The trustces submit tl)¢ir annual Keport and finarLci&I Statements lor the year ¢i)ded 31. Deccmber 2025 Registered ChArity Nuinber 1159642 Address: St Mary's Presbytery, Chiirch Road, Wooltoll, Liverpool, L25 5JF Trustee5: Anita Lloyd Dr George Kiiruvilla Pam Cottrell Stephen Harrington Derek Harold Katrina Walker Ashtoii Taiis¢y Cliristine Hodkinson Tre¥surer: Patn Cottrell Structure, GovÈrnauce Mauagement Woolton Community Life is a Charithble Incorpoialed Oi'ganisation (CIO) and is goveimed by its ¢ollstitutioii adopted on 1.5.14 and is a Irgiste￿I eI￿rIty iiuinber 1159642 Th￿treS.. Dr George Kuruvilla(Cbair), Pam Cottrell ITr¢a3urer), Anita Lloyd, Derek Harold Stephen Harrington, Katrina Wa]ker. Ashton Tan6¢y, Cl)ristine Hodkinsoii. Objects Ti)e objects of Woolton Community Life are.. Ti)e Irli¢f of peiEoi?s in iieed in the Woolton area of Livei'pool and its surioundiiig vicinity may be socially isol&ted or lonely. In p￿ticUlar. bul not exclusively by the provision of suppoit, advic¢ and other sei'vices to assist them iii their independent living, relieve their social isolation, promots their good health and impi'ove theii. quality of life. The piDmotion of equality and diveisity foi-the piibllc benefit by pi'omoting &ctivities to foster iinderstanding between people fyom diverse baCk￿l)undS. Re r¢ of the Tiwstees for ¢he ear ende(131" D ¢ember2025 Maim activtties aud achiev¢mellt8 Volunteers Cuiyently there are 38 befi'ieiid¢rs ill totsl with 5 waiting foi. coinplelion of their ti'ainiiig. Befi'iender5 V15iting 61 beneficiaric5 on a weekly basis.There is a 25 reduction in befriendeiy, compared to last year The recent Lampai￿1 foi. new befriendei3 resulted in a positive I'espoiise and cui'r¢nily we have 5 new volunteer befi'ienders joinii)g tlie Cliai'ity aiid wailing to be pair¢d. Atleast 10 befi'indei's have ciirrcntly , mol'e tlian oiie benefIciaiy allucated to thcin. Therefoi'e, there is a need foi. I'egiilai. campaign by tlie R¢crLlltment team to imprnve capacity foi. one to one befriending that is unique about tl?is Charity. All befrienders have been tlirough an interview process with r¢feren¢es being taken up, and a Disclosiire aiid Bai'ring Service clie¢k. Tliei'e is ali indiiction procediire wliich incliides feguardiiig training, with the opportunity foi. first llid and Inoving and handling Ii'aiiiii?g. li) addition lo the befrienders, ther¢ are a number of volullteei. roles witliin the chai'ity such as admin support, iDteiviewing poteiitial befrtenders and beiiefiviai'ies, matching befi'ienderg to beneficiaries, di'iving, fiiiidraisin& mani)ing the phones, woi'king on the w¢bsite, piyiinotioii and events. Studellt volunteei.: This yeai., al the request of the Head of Sixth forn) at St Julie's school. Woolion,Livetpool, we were able to take on a young sixth forin studeiil who specifically cxpress¢d inteiEst to gaitt woi'k exp¢rtellce as a volujiteei.. This was facilitated after one of oiir Befi'iender (MS) agreed to supeivi.qc her visits to the beiieficiary ac¢oiiipaiiied ,at all times.we followed all tl)e safeguai'diiig aiid other lorinalities. We expeot to receive a formal feedback from th¢ Studeiit and tlie Scliool. Beneficiaries There are 61 beneficiaiies ciiiYeTktly registered witli our Chai'ity. Barring few,they are beiiig visted oti a weekly basi8 1kn.ough volunteei. b¢friiidei'5 Tiustees.. Dr George KUl￿villa{Cha1r), Paitt Cottrell (Treasurer), Anita Ll¢)yd. DeTek Harold StepheJ] Ha￿Ington, Katrina Walker, Ashton TaDsey. Clll'istine Hodkin5011. maintaining the continuity aiid foi'giiig fi'iendship. Tliey eiijoy a vai'iety of activities such as hoin¢ visits, chui'ch visits. dancing> slioppillg aiid li'ips out. Trustees r¢6ignation'. Mr St¢ph¢n Harrington and Mrs Anita Lloyd have stepped dowji as Trustees aftei- many years of illustrious service to the Charity. Noi'mal farewell pmcess will be folloived acknowledgiiig Charity's gratitude for their selfless servicc. )cal acfjivlties: Charity Evellts: A).Peas &Pies:This has becoin¢ a Kegular event when all tE]e Ineinlxrs of the Charity mcet at St Mary's Church 14all. On the2910312025 ,a well attended lunch event willi Htnplc opportunities to iningl¢ and be entertained. See vidws posted On OLir website for more detail5.. B) Away day-Che8ter boat trip: This took place on 2210612025 wheji the Cliarity took 46 membei's consisting of Ben¢fi¢taries, Befriend¢rs and TTustees on a Coach trip to C.hcqter and an hour cruib¢ on a large boat on the RÈver Dee. Buffct Luiicli aiid eiiteitained by Flul¢ duo 'Flutiful' ,who came all the way fiDm Warrington to ¢ntertaii) us. voluntarily.This was klugc success based on the trciiiendous feedback that we received. However, our ￿vIeW of the #vent &nd the lessons for thc futlire were- a) ll]0￿ deiailed risk assessment b¢fore such tripg are undertaken ,including health and safety issues during thc planning. b}Coach¢s with electroiiic Ilfts. c)Toilet faciliti¢s and access issues . C).Cream Tea: St Mary's Hall on 1310912025.. This was aiiuih¢i' well att¢nded event. 5.Safcgu#rding incident:Th¢re was a safeguarding issue whcn on¢ of the befi'i¥iid¢i' received etnail image3 whi¢li Iiad ponin8rapl?ic content. Tliis was bi'ought to the attention of tlie Chair who promptly* took reinedial aclion to reEllOV¢ the bcfricnder from the Benficiary to protect the befriender. The matter was r¢solved without flllther issu¢s. D).Christma8 lunch Thi5 was held on 0611212025 This was well att¢nded with a 50 attendees with mustc and dance. Aiiother very sii¢¢essful event. Images of the ev¢nt has been uploaded on t1￿ Website. Website . Weh811¢ ¢ontinues to u]xl8te the imag¢s. vidcos and other information. Dei'ek Harold continues to be thc responsible truste¢ An chai'ge of Website mainteiian¢e. (wwir w()oltoM¢i)n)iiiuni life.¢o.uk) Netwovkiug Trustees.. Dr George K￿￿VIlla(ClIajT), Pain Cothrll (Treasurer), Anita Lloyd, Derek Harold Stsphen Harriiigton, Katrina Wa]ker, Ashton Tatt￿y, Chj'istine Hodkiiison. The Trustces continue networking with foiir local Doctoi- Pi'actices, three Chui'cl)es in Woolton, Livei'pool Hope Univei'sity, Il)c Society of St Vincent de Paul, tlie Salvation Army at Sts7wbeny Fields, and lo￿1 businesses. Mansion House . .Soutb Liverpool Pilot: WCL has been running this pilot in two ii¢ighbouring commttniti¢$ undeT oui. umbitlla, to start one to one befriending by inviting Volunteers and setting lip a small hub wh¢ir local GPS in the area can refei.. potential beneficiw'ies. We liavc had few refeii'als ftDin tile GP Praolices which Ait pailicipaling Ali the Pilot(Mather avenue and Storrsdale Medical Cei)tsrs}.Tl?e befriendets air also recruited fi'om tliat Comtnunity and ti?ined as stat¢d in the Pilot protocol.This is ongoing and has 2 knefieiaries witli I befriender allocated to them. b.Penny Lalle Project: At the reqiiest of tl)e Formei. Lord Mayoi. Councilloi. Rtchard Kemp, the Chai'ity a￿'eed to assist in settiiig up a siinilatr initiative in the Penny Lane aiid sui'rouiiding iieighbourhood using Social prescribing model. Several meetiiigs attended by all interest¢d parties frnm NHS GP practices, PCN (Primary cal'e Network), kn)cal Coiincillois Chaii'ed by the Loi'd Mayor Couiicillor Richai'd Kemp witli l i'ustces fi'oin WCL, took place at Dovedale Towers. 60-Pei)ny Lane, L18 IDG. Preseiilations wei'e made by Chaii. of WCL Dr George Kuruvilla with conlributlolls fi'om Christine Hodkinson as Bcfi'icnder foi. th¢ Chai'ity and Derek H￿DId as a T￿Slee/ administrator.Dr John Ashton. MBE, Formcr President of Royal College of Public Healih also spok¢ briefly.Following a series of ineetikgs that took place subsequently in Mansion Hou$e, Allerton Librury) It was de¢ided tliat South Livei'pool Community Companions(SLCC) , will be regist¢i'ed as a Chai'ily to seive the Communities and pcople of Penny Lane. Allerton, Grassendale, Mossley Hill aJid Aigbiirth in the same footprint of Woolton Community Life(WCL). Resources ai)d othei. guidanL¥ will be provided by WCL.This is in keeping with the mAs5ion stateinent of our Cliai'ity. There will also be einpliasis on focussing on the young (16_32 year old) as there is a high pi'evalence of lon¢liii¢ss, natioiially. (630/0) c)St Peter's Chureh 3 year Partne￿bip. WCL wgs voted with a majority of the Congregation of the Chuirh, as their preF¢rred Chai'ity aftei. a short presentation by the Chair (GK) and one of ilie Tn]stees(AT) in troiil of the Congregation. We will woi'k in close partiiei'sllip with tlie n¢wly appointed Youth Woi4L¢r, the Cliiirol) has receiitly appointed. Detail on how this collaborntioii will take place, is to be dis¢iissed and agired. Trailling All befrienders iindergo Safeguarding Ti'aiiiiiig before they can be matched with 4 ben¢fic1￿y. Befrienders also offcred Basic First Aid, Awareiiess and moving and handling ti'aining. One volllllteer has completed mtnibus ti'aining. project work and ti'ustees. Tiustecs= Dr George Kuruvilla(Chair), Pan) Cottrell (Tieasura.). Anila Lloyd. D￿'ek Hai'old Stepli¢iJ Harrington , Katt'ina Walker, Aslitots Tansey, Christine Hodkll)SOll. Safeguardillg refresher course '. On 0111112025 by Dr Sunandini Sethurainan, Current NHS SHfegaurding lead for Seftoi), Liverpool made a presentation . Tliis was a coinprehensive session on all aspect s of safeguarding with opportunities for Ilie attendees to llltei'a¢t and sl)are their experiences. The feedback was very p)silive from the attendees. We are platmlng a Refresher coui'se in Spring of 2026, with a First aid trainillg also included . This will b¢ direeted to those wlio were unable to attend this meeting. emphasisiiig the importance. this Charity attaclies to Sateguai'ding training. Poltcies alld Proceduirs All policies and procedures are in place, docum¢i)ted and in some coses amended.. Safcguarding training Bcfriender Hand book and oiher i'elevllnt documci)ts liave been iEviewed and updaied As appi'opriate. DBS checking h8s moved to an online application which is working well. A new Admin team consist of George KU￿1VIlla (Cbair), Dcrck Hari>ld (Triistee) and Chrisllne Trlodklnson (B¢friendei') iiieet regularly to manage main administratlV¢ 18que.q. They report to the trnstees at the Trusl¢¢s ine¢ting sclieduled on alternate months and also ad-hoc basis as aiid wheii necessary. Funding". On 1510512025, we were invited by the Chartei'ed Institute for Securities and Investmcnt(CISI) ,afier being chosen as th¢ preferred Charity for this year foi. fi]nd rasing. The meetit]g took place in West Africa House, Liverpool L2. Botli lh¢ Chaii. (GK) aiid-l'rustee (KW) attended thc event. Chair presented a power point pres¢ntalioii to thc audience whi¢h was attended by The Lord Lieutcnant to the King and many leading Business leaders of the City. Th¢ ¢vent pi'ovcd to be very successful in rasing the awareness of the Chairty's pres¢n¢¢ and also raising a geDerous sum of mon¢y thmugh fund raised.There have been gcnerous donations and succe.£sful fundraising during the year, tlie d¢tails of wliicli in tli¢ fiiiancial report. Mayoi'al Fund was helpful in finanoiJ)g th¢ Cliester Boat trip away day on 2210612025 .Clllistmas gifts for all the Beneficiarie5 & B¢frienders at Chrisbnas. FIn4￿cl￿] Review WCL has healthy I'¢setves as at 31 Decembei. 2025. which ar¢ sufficient to meet t&e charity's objectives. We ar¢ confident therefore Ihat w¢ will continue to operate foi. th¢ foreseeable fiittir¢. 10. Extra-ordiuAry Tru5tee5 meeting.. At the request of the Chair, an Extra-oKdinaiy Tiustees meeting took place. virtually on 1911212025, to discuss strategically at Irorgaonizatxon of the Charitv and to p¢rforn? a SWAT analysis in the process. This was agreed to be necessary Trustees.. Dr George Kuruvilla(Cl)air}, Pam Cottrell (Treasurer), Anita Lloyd, Derek HaiDld Steph¢n HaJYiDgton , KatriDa W21ker. Ashton Tansey, Ckn'isline Hodkinson. lo fvlfil due dilAgen¢¢ and manage concerns over the succession ,capacity issues that could impact on the longt&'m smooth running of th¢ Charity as we PlEP￿t for the future. Chair wesetited a pow¢rpoint pre5entatioJi laying Out a 'draft' pi'oposal to Gr¢ats 'T¢ams ' witli specific roles and r¢sponsibilities. Areas such as AdMini￿.allo￿. Events. Finance, Fuvkd i'asing, Reci'uilment.ThAs was a¢c¢pl¢d by the TIw8tees aiid has been implementcd. Measures dis¢iiss¢d to impi'ove communication within was also implem¢nted through improved ehannels of communication. The Tn]stees declare tt￿1 they have approved the Trustees Report and Fitwhces Sigiied on behalf of the Trnstees of Woolton Community Life G¢oi'g¢ Kurnyilla Pam Cottrell George Kupuvilla P.-L CthlknL4 Cliaiqxrsoii Trustee Trnstees.. Dr George Kui'uvilla(Chair), Pam Cottrell (Treasurer), Anita Lloy(L Derek Harold Stephen Harrington, Katriija Wall(er, Ashton Tan5ey, Christin¢ Hodkinson. Woolton Communlty Life Receipts and Payment Account forthe year ended 31st December 2025 Unrestrlcted Year ended 31 Decernber 2025 Unrestrlcted Year ended 31 D￿mber 2024 Income Sundry Donatlons CAF Donatlons plus gift aid LlverF)ooI City Council 2.051.89 2,500.00 219.84 4,ODO.00 4,551.89 4,219.84 Expense5 Webslte h05tlng Insu￿nCe DBS Tralning Saturn Securfty annu21 maEntenance Volunteers entertalning Sundry 8enefiEiarles entertaining 137.86 602.04 54.LKJ 162.so 540.19 99.00 74.34 168.00 823.00 219.00 106.69 3,400.18 4,519.77 4.443.50 6,310.53 Depreciation Ipads 305.00 Net IncomelExpenditurel for year 32.12 12,395.69 Pa8e 7 Woolton Community Llfe Balènte sheet as at 31 December 2025 Unrestricted Year ended 31 December 2025 Unrestrlcred Year ended 31 December 2024 FIXEO ASSETS 0.00 0.00 CURRENT ASSETS Debtors Bank current actount Community accoumt Petty cash 115. 8,599,74 2,500.00 67.40 11,282.14 341.00 10,166.62 2.$00.00 67.40 13,075.02 CURRENT LIABILlnES Creditors 2.500.00 4,325.00 NET CURRENfASSFrs 8.782.14 8,750.02 8,782.14 8,750.02 FINANCED BY.. Accumulated Fund Brought forward Surplus (Deficit) for the year 8,750.02 32.12 8,782.14 11,145.71 12,395.69 8.750.02 Page 8 Woolton Commtsnlty Ltfe Notes to Balance sheet 8$ at 31 December 2025 IPAD5 FOR BENEFICIARIES COST Brought lorward l January 2025 Additions Carried forward 31 December 2025 1.220.00 0.00 1,220.00 DEPRECIATION Brought fOn￿ard l January 2025 charge for yeaT Carrled forward 31 December 2025 1.220.00 0.00 1,220.00 Net book value 31 December 2024 Net book value 310ecember 2025 0.00 0.00 Page 9