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2025-12-31-accounts

Trustees’ Annual Report for the period

From 1[st] January 2025 to 31[st] December 2025

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 1 day per week
across 2 Churches. We continue to link with St
Andrews Money Angels; referring clients with
complex problems as appropriate.
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.
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
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:		 Additional information (optional)
You may choose to include further statements where relevant about:		 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
including program related
investment		 Para 1.38
Contribution made by
volunteers		 Para 1.38
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 Unfortunately, there has been a disruption to
the vision of our debt advice service due to staff
shortages and redundancies at our main debt
advice partner. We continue to work with our
main partner but have secured additional
support from a local welfare and benefits team
in order to maintain a good level of client
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 our skilled debt advisor / benefits worker.
2026 looks as though it may be another
challenging year for many and we anticipate the
workload of the Money Advice team increasing.

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

Review of the charity’s Para 1.21 financial position at the end of the period

In our 10th full year (2025) 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 holds 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

1
2
3
4
5
6
7
8		 Trustee name Office (if any) Dates acted if not for
whole year		 Name of person (or
body) entitled to appoint
trustee (if any)
June Adrey Nov 25 - present
Denise Campbell June 25 - present
Ian Christiansen June 25 – March 26
Ann Evans
David Gavin Chair
Kevin Knowlson
Paul Sneade Treasurer
Alan Quigley

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 Not Applicable held in this capacity Name and objects of the Not Applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not Applicable safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) 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 30 [th] March 2026
----- End of picture text -----

Everton and Anfield Together 1162193 Receipts and payments accounts For the period 01.01.25 To 31.12.25 from

1162193

CC16a

Section A Receipts and payments

Section A Receipts and payments Section A Receipts and payments Section A Receipts and payments
Unrestricted
funds
to the nearest £
A1 Receipts		 Restricted funds
to the nearest £		 Endowment
funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £
-




















-











-




















-








-
CAF Bank(A/C Interest) 63 - - 63 -
The Parish of Walton Breck 275 - - 275 -
- - - - -
Yorkshire BuildingSocietyCharitable Found'n
2,500		 - - 2,500 -
- - - - -
Ecclesiastical Insurance(Refund) - 56 - 56 -
- - - - -
Liverpool HousingSupport Fund 6 - 7,134 - 7,134 -
Liverpool HousingSupport Fund 7 - 8,858 - 8,858 -
- - - - -
Arnold Clark CommunityFund - 2,500 - 2,500 -
William Openshaw Street Foundation - 3,000 - 3,000 -
The Forrester FamilyTrust - 7,000 - 7,000 -
Riverside Housing - 6,797 - 6,797 -
The HenrySmith Foundation : Finalpayment - 1,500 - 1,500 -
The Albert Hunt Trust - 5,000 - 5,000 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) 2,838 41,845 - 44,684 -
A2 Asset and investment sales,
(see table).		 -
-
-
-
41,845		 -
-
-
-
41,845		 -
-
-
-
-		 -
-
-
-
-		 -
-
-
-
44,684		 -
-
-
-
44,684
- -
- -
- -
Sub total - -
Total receipts
A3 Payments
-

Bank Charges		 60 -









-





















60






-
Ecclesiastical Insurance(2025) 224 - - 224 -
- - - - -
Christ Church Walton Breck(Forrester) - 6,000 - 6,000 -
Christ Church Walton Breck(HSF6) - 7,134 - 7,134 -
Christ Church Walton Breck(Edward McCarth 320 - - 320 -
Christ Church Walton Breck(YBS Grant) - 2,100 - 2,100 -
Christ Church Walton Breck(LegacyHSF) - 3,170 - 3,170 -
Christ Church Walton Breck(HenrySmith) - 200 - 200 -
Christ Church Walton Breck(HenrySmith) - 100 - 100 -
- - - - -
HolyTrinityWalton Breck(Riverside Grant) - 6,797 - 6,797 -
HolyTrinityWalton Breck(Heater Replaceme n
-		 2,412 - 2,412 -
HolyTrinityWalton Breck(YBS Grant) - 400 - 400 -
- - - - -
Mrs N J Archer(HenrySmith Fund) - 206 - 206 -
- - - - -
St Andrew's Comm Network(MoneyAngels) - 3,750 - 3,750 -
- - - - -
Breckfield And North Everton(Advice Worker )
-		 1,250 - 1,250 -
- - - - -
- - - - -
- - - - -
Sub total 604 33,518 - 34,122 -

11/01/2026

CCXX R1 accounts (SS)

1

A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
- - - - -
Sub total - - - - -
Total payments 604 33,518 - 34,122 -
Net of receipts/(payments) 2,235 8,327 - 10,562 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end 484 22,341 - 22,825 -
Cash funds this year end 2,719 30,668 - 33,387 -

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
B5 Liabilities
B4 Assets retained for the
charity’s own use
B3 Investment assets
B2 Other monetary assets
B1 Cash funds		 Signature
Details
Details
Details
Total cash funds
(agree balances with receipts and payments account(s))
Details
Details
Bank A/C balance carried forward into 2026		 Unrestricted
funds
Restricted funds
to nearest £
to nearest £
2,719
30,668
-
-
-
-
-
-
-
-
2,719
30,668
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 11.01.26

11/01/2026

CCXX R2 accounts (SS)

2

Independent Examiner’s report to the Trustees of Everton & Anfield Together (No 1162193)

I report to the charity trustees on my examination of the accounts of the Trust for the year ended 31 December 2025 .

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent Examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act.

or

  1. the accounts do not accord with those records.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed:

Name: Relevant professional qualification(s) or membership of professional bodies (if any):

Mr Leon Ferry

Address: 5 Apsley Road, West Derby, L12 8QY. Date: 17th February 2026