## **Trustees’ Annual Report for the period**
**From 1[st] January 2024 to 31[st] December 2024**
## **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 and final grant expected early 2025.|
The trust ensures equitable distribution of the Henry Smith 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 short video, produced for one of our funders, shows the work of the Parish of Walton Breck Churches and can be obtained upon request. Statement confirming Para 1.18 The trustees have had regard to the guidance whether the trustees have issued by the Charity Commission on public had regard to the guidance benefit section4 of the Charities act 2006. issued by the Charity Commission on public benefit
**Additional information (optional)** You may choose to include further statements where relevant about:
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **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 continued in 2024 and has, for some
time, been our settled pattern. This is thanks to
the generous funding and support that we have
received. Unfortunately, there was a short
disruption to the service due to staff shortages
and redundancies at our main debt advice
partner. Although continuing to work with our
main partner, we have secured additional
support from a local welfare and benefits team
in order to maintain a good level of support.
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 2025 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
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|In our 9th full year (2024) we have been able to
meet all our financial requirements and hold a
healthy balance at the end of the financial year.
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
sources of funds (including
any fundraising)|Para 1.47||
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|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 2024
**----- End of picture text -----**
||**Everton and Anfield Together**|**Everton and Anfield Together**|**Everton and Anfield Together**|**Everton and Anfield Together**|**Everton and Anfield Together**|**1162193**|**1162193**|**1162193**|**CC16a**|
|---|---|---|---|---|---|---|---|---|---|
||**For the period**
**from**||**01.01.24**||**To**||**31.12.24**|||
|||||||||||
|**Section A Receipts and payments**||||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**54**
**400**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**454**
**-**
**-**
**-**
**-**
**454**||**Restricted funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**6,000**
**6,000**
**7,312**
**1,500**
**750**
**1,000**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**22,562**
**-**
**-**
**-**
**-**
**22,562**||**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**-**
**54**
**400**
**-**
**6,000**
**6,000**
**7,312**
**1,500**
**750**
**1,000**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**23,016**
**-**
**-**
**-**
**-**
**23,016**||**Last year**
**to the nearest £**|
||**-**||||||||**-**|
|CAF Bank(A/C Interest)|**54**||||||||**-**|
|The Parish of Walton Breck|**400**||||||||**-**|
||**-**||||||||**-**|
|LFC Foundation|**-**||||||||**-**|
|The Forrester FamilyTrust|**-**||||||||**-**|
|Riverside HousingFoundation|**-**||||||||**-**|
|The HenrySmith CommunityGrants Fund|**-**||||||||**-**|
|FeedingLiverpool - Household Supp' Fund|**-**||||||||**-**|
|FeedingLiverpool - Household Supp' Fund|**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
|**_Sub total_**_(Gross income for AR)_|**-**||||||||**-**|
||**454**||||||||**-**|
|||||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||||
||**-**||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
|**_Sub total_**|**-**||||||||**-**|
|**_Total receipts_**
**A3 Payments**||||||||||
||||||||||**-**|
|||||||||||
|
Bank Charges|**60**||**-**|
|**-**|
|**60**|
|**-**|
|Ecclesiastical Insurance(2024)|**218**||**-**||**-**||**218**||**-**|
|Edward McCarthy- FundraisingAdmin Fee|**480**||**-**||**-**||**480**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|St Andrew's : Debt Advisor Salary|**-**||**3,536**||**-**||**3,536**||**-**|
|St Andrew's CommunityNetwork(Food)|**-**||**3,800**||**-**||**3,800**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|Christ Church Walton Breck(EnergyGrant)|**-**||**500**||**-**||**500**||**-**|
|Christ Church Walton Breck(Quinta)|**-**||**600**||**-**||**600**||**-**|
|Christ Church Walton Breck(Food Poverty)|**-**||**2,000**||**-**||**2,000**||**-**|
|Christ Church Walton Breck(LFC Donation)|**-**||**1,000**||**-**||**1,000**||**-**|
|Christ Church Walton Breck(HenrySmith)|**-**||**1,250**||**-**||**1,250**||**-**|
|Rev and Mrs David Gavin|**-**||**263**||**-**||**263**||**-**|
|Anfield Childrens Centre|**-**||**239**||**-**||**239**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|HolyTrinityWalton Breck(EnergyGrant)|**-**||**500**||**-**||**500**||**-**|
|HolyTrinityWalton Breck(Food Coordintor))|**-**||**1,100**||**-**||**1,100**||**-**|
|HolyTrinityWalton Breck(LFC Donation)|**-**||**1,500**||**-**||**1,500**||**-**|
|Miss Jacqueline Downey|**-**||**389**||**-**||**389**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|All Saints CommunityNetw'k(LFC Donation)|**-**||**1,500**||**-**||**1,500**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|St George's(Everton)|**-**||**1,000**||**-**||**1,000**||**-**|
|The Beacon Church of England School|**-**||**1,500**||**-**||**1,500**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**|**758**||**20,677**||**-**||**21,435**||**-**|
07/01/2025
CCXX R1 accounts (SS)
1
|**A4 Asset and investment**||||||||||
|---|---|---|---|---|---|---|---|---|---|
|**purchases, (see table)**||||||||||
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**|**-**||**-**||**-**||**-**||**-**|
|||||||||||
|**_Total payments_**|**758**||**20,677**||**-**||**21,435**||**-**|
|||||||||||
|**_Net of receipts/(payments)_**|**- 304**||**1,885**||**-**||**1,581**||**-**|
|**A5 Transfers between funds**|**-**||**-**||**-**||**-**||**-**|
|**A6 Cash funds last year end**|**788**||**20,456**||**-**||**21,244**||**-**|
|**_Cash funds this year end_**|**484**||**22,341**||**-**||**22,825**||**-**|
|||||||||||
**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
**B2 Other monetary assets**
**B1 Cash funds**
**B4 Assets retained for the**
**charity’s own use**
**B3 Investment assets**
**B5 Liabilities**|**Details**
Bank A/C balance carried forward into 2025
**_Total cash funds_**
(agree balances with receipts and payments account(s))
**Details**
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted funds**
**to nearest £**
**to nearest £**
**484**
**22,341**
**-**
**-**
**-**
**-**
**484**
**22,341**
**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|08.01.25|
|||||
07/01/2025
CCXX R2 accounts (SS)
2