## **Trustees’ Annual Report for the period**
**From 1[st] January 2023 to 31[st] December 2023**
## **Charity name: Everton & Anfield Together**
## **Charity registration number: 1162193**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes
of the charity as set out in
its governing document|Para 1.17|[a] The prevention or relief of poverty through
the provision of grants, items and services to
individuals in need and/or to charities or other
organisations working to prevent or relieve
poverty.
[b] The advancement of education, including the
provision of training and re-training
in particular (but without limitation) amongst
unemployed people.
[c] To promote for the benefit of the inhabitants
of Walton Breck and the surrounding area the
provision of facilities for recreation or other
leisure time occupation of individuals who have
need of such facilities by reason of their youth,
age, infirmity or disablement, financial hardship
or social and economic circumstances or for the
public at large in the interests of social welfare
and with the object of improving the condition of
life of the said inhabitants; and
[d] The advancement of the Christian faith|
|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
Para 1.19|Our Money Advice Service runs 3 days per
week across 3 Churches.
The Service sits alongside our existing Food
Poverty work and offers a ‘wrap around’ support
service to clients.
We continue to support the Parishes of Walton
Breck and St Georges Everton in securing
funding for their ‘Scouse’ (Hot meals for the
disadvantaged), Foodbank and two Food
Pantries.
The successful partnership with ‘The Henry
Smith Charity’ in the distribution of small parish
grants, for the relief of immediate hardship
and/or poverty continues with the award of a
further grant in 2023.|
||||The trust ensures equitable distribution of grants
across 3 parishes: The Parish of Walton Breck,
St George’s (Everton) and the parish of St
Peter’s and St John Chrysostom.
A video we produced for one of our funders may
be of interest :
https://drive.google.com/file/d/1IY12-2i-Q-
n3gLL5lRMwVNQDwZZVHvs7/view|
|---|---|---|---|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18||The trustees have had regard to the guidance
issued by the Charity Commission on public
benefit section4 of the Charities act 2006.|
**Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference Policy on grant making Para 1.38 Policy on social investment Para 1.38 including program related investment Contribution made by Para 1.38 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|The vision of expanding the Debt / Money
Advice work from the original 6 hour role based
at Christ Church to a 12 hour role based at 3
centres has been achieved and has, for some
time, been our settled pattern. This is thanks to
the generous funding and support that we have
received.
The Debt / Money Advice work is firmly
attached to the food poverty support in each of
the centres; reaching many of those most in
need. The many ‘success’ stories have been
due to the recruitment of skilled debt advisor,
with the right interpersonal skills to build
positive relationships.
We anticipate the workload of the Money
Advisor increasing, with 2024 looking as though
it may be another challenging year for many.|
**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 Para 1.41 set Investment performance against objectives Para 1.41 Other
## **Financial Review**
|Review of the charity’s
financial position at the end
of the period|Para 1.21|In our 8th full year (2023) we have been able to
meet all our financial requirements and hold a
good financial balance at the end of the
financial year.
The accounts continue to show a healthy
balance, although almost all funds are restricted
for specific projects. We hold very little
unrestricted funds.|
|---|---|---|
|||Trustees continue to monitor funding closely,
with financial updates available at every trustee
meeting.|
|---|---|---|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We do not have a reserve policy|
|Amount of reserves held|Para 1.22|Zero|
|Reasons for holding zero
reserves|Para 1.22|We do not have a reserve policy, believing that
all grants etc … should find their way to those
that need help the most, as soon as possible.
The trust operates on reserved funding for
specific projects.|
|Details of fund materially in
deficit|Para 1.24|Not Applicable.|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|The Trust is dependent on grant income to
sustain its operation. Trustees regularly review
the situation re: funding and expenditure.|
**Additional information (optional)** You may choose to include further statements where relevant about:
The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|
Para 1.25|Constitution|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO|
|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|(a) Every charity trustee must be a natural
person.
(b) No individual may be appointed as a charity
trustee of the CIO:
• if he or she is under the age of 16 years; or
• if he or she would automatically cease to hold
office under the provisions of clause [12(1)(e)].
(c) No one is entitled to act as a charity trustee
whether on appointment or on any re-
appointment until he or she has expressly
acknowledged, in whatever way the charity
trustees decide, his or her acceptance of the
office of charity trustee.
(d) At least one of the trustees of the CIO must
be 18 years of age or over. If there is no trustee
aged at least 18 years,
the remaining trustees may only act to call a
meeting of the charity trustees, or appoint a new
charity trustee.
(e) A minimum of 51% of the trustees must be
electoral members of Christ Church Walton
Breck.|
## **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|Not Applicable|
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Not Applicable|
|Relationship with any
related parties|Para 1.51|Not Applicable|
Other Not Applicable
## **Reference and Administrative details**
|Charity name|Everton & Anfield Together|
|---|---|
|Other name the charity uses|EAT|
|Registered charity number|1162193|
|Charity’s principal address|157 Hartnup St
Liverpool
L5 1UW|
## **Names of the charity trustees who manage the charity**
|
|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or**
**body) entitled to appoint**
**trustee (if any)**|
|---|---|---|---|---|
||Ann Evans||||
||David Gavin|Co-Chair|||
||Elaine Holme||||
||Kevin Knowlson||||
||Adam Maynard|Co-Chair|||
||Paul Sneade|Treasurer|||
Corporate trustees – names of the directors at the date the report was approved
|**Director name**|||
|---|---|---|
|Not Applicable|Not Applicable|Not Applicable|
||||
||||
||||
Name of trustees holding title to property belonging to the charity
|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|Not Applicable|Not Applicable|Not Applicable|
||||
||||
## **Funds held as custodian trustees on behalf of others**
|Description of the assets
held in this capacity|Not Applicable|
|---|---|
|Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|Not Applicable|
|Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|Not Applicable|
## **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**|||
|**N/A**|N/A|N/A|
||||
||||
||||
## **Name of chief executive or names of senior staff members (Optional information)**
Not Applicable
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
Not Applicable
## **Other optional information**
Not Applicable
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**----- Start of picture text -----**
Signature(s)
Full Name(s) Mr Paul Sneade
Position Trustee
(eg Secretary, Chair etc …)
Date 20 [th] February 2023
**----- End of picture text -----**
**Everton and Anfield Together**
**1162193**
## **Receipts and payments accounts**
**CC16a**
**For the period 01.01.23 To 31.12.23 from**
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**|**Unrestricted**
**funds**
**to the nearest £**|**Restricted funds**
**to the nearest £**|**Restricted funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|---|---|---|---|
||**-**|
|**-**|
|**-**|
|**-**|
|**-**|
|CAF Bank(A/C Interest)|**42**||**-**||**-**||**42**||**-**|
|CAF Bank(CharityDonation)|**201**||**-**||**-**||**201**||**-**|
|PayPal(CharityDonation)|**466**||**-**||**-**||**466**||**-**|
|Sandra Low(Donation)|**35**||**-**||**-**||**35**||**-**|
|Amazon.(CharityDonation)|**24**||**-**||**-**||**24**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|FeedingLiverpool - Household Supp' Fund|**-**||**2,495**||**-**||**2,495**||**-**|
|FeedingLiverpool - Household Supp' Fund|**-**||**2,862**||**-**||**2,862**||**-**|
|Assura CommuniyFund|**-**||**5,000**||**-**||**5,000**||**-**|
|CommunityImpact Fund|**-**||**300**||**-**||**300**||**-**|
|The HenrySmith CommunityGrants Fund|**-**||**7,500**||**-**||**7,500**||**-**|
|EL Rathbone Charitable Trust|**-**||**2,500**||**-**||**2,500**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|Christ Church - Return of overpayment|**-**||**320**||**-**||**320**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for AR)_|**769**||**20,977**||**-**||**21,746**||**-**|
|||||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||||
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
|**_Sub total_**|**-**||||||||**-**|
|**_Total receipts_**
**A3 Payments**||||||||||
||||||||||**-**|
|||||||||||
||**-**||**-**|
|**-**|
|**-**|
|**-**|
|Bank Charges|**60**||**-**||**-**||**60**||**-**|
|Ecclesiastical Insurance(2023)|**-**||**215**||**-**||**215**||**-**|
|Edward McCarthy- FundraisingAdmin Fee|**400**||**200**||**-**||**600**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|St Andrew's : Debt Advisor Salary|**-**||**8,486**||**-**||**8,486**||**-**|
|St Andrew's : Members Free PantryWeek|**-**||**217**||**-**||**217**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|Home Baked(Local Bakery)|**-**||**1,602**||**-**||**1,602**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|Anfield Childrens Centre(HenrySmith)|**-**||**631**||**-**||**631**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|Christ Church Walton Breck(EnergyCosts)|**-**||**500**||**-**||**500**||**-**|
|Sam Igbokwe(Christ Church Food TopUp)|**-**||**2,302**||**-**||**2,302**||**-**|
|Ian Hague(Christ Church Food TopUp)|**-**||**245**||**-**||**245**||**-**|
|Fran Pownall(The HenrySmith Fund)|**-**||**650**||**-**||**650**||**-**|
|Sam Igbokwe(The HenrySmith Fund)|**-**||**250**||**-**||**250**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|HolyTrinityWalton Breck(EnergyCosts)|**-**||**500**||**-**||**500**||**-**|
|Nicola Archer(HolyTrinityFood TopUp)|**-**||**140**||**-**||**140**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|St George's Everton(HSF2023 Utilities)|**-**||**1,000**||**-**||**1,000**||**-**|
|Rev Adam Maynard Amazon Invoice(Fuel)|**-**||**17**||**-**||**17**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|St Peter with St. John(HenrySmith Fund)|**-**||**2,500**||**-**||**2,500**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**|**460**||**19,455**||**-**||**19,915**||**-**|
05/01/2024
CCXX R1 accounts (SS)
1
|**A4 Asset and investment**||||||||||
|---|---|---|---|---|---|---|---|---|---|
|**purchases, (see table)**||||||||||
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**|**-**||**-**||**-**||**-**||**-**|
|||||||||||
|**_Total payments_**|**460**||**19,455**||**-**||**19,915**||**-**|
|||||||||||
|**_Net of receipts/(payments)_**|**309**||**1,522**||**-**||**1,830**||**-**|
|**A5 Transfers between funds**|**-**||**-**||**-**||**-**||**-**|
|**A6 Cash funds last year end**|**479**||**18,934**||**-**||**19,414**||**-**|
|**_Cash funds this year end_**|**788**||**20,456**||**-**||**21,244**||**-**|
|||||||||||
## **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
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|**Details**
Bank A/C balance carried forward into 2024
**_Total cash funds_**
(agree balances with receipts and payments account(s))
**Details**
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted funds**
**to nearest £**
**to nearest £**
**788**
**20,456**
**-**
**-**
**-**
**-**
**788**
**20,456**
**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
Mr Paul Sneade|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
|||||
||||Date of approval|
|||Mr Paul Sneade|05.01.24|
|||||
05/01/2024
CCXX R2 accounts (SS)
2