## **Trustees' Annual Report for the period**
Period start date Period end date **Day Month Year Day Month Year From 1st April 2020 To 31st March 2021**
## Section A Reference and administration details
**Charity name** Yewdale Community Association **Other names charity is known by** Yewdale Community Centre **Registered charity number (if any)** 1082951 **Charity's principal address** Hutton Way Sandsfield Park Carlisle, Cumbria **Postcode CA2 7TH**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Les Tickner Secretary
2 Jim Horsfield Treasurer
Jeanette Whalen Member of
3 Management
Committee
4
5
6
7
8
**----- End of picture text -----**
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
**Name of chief executive or names of senior staff members (Optional information)**
**April 2009**
**TAR**
1
Stephen Carter – Centre Manager
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document Constitution (CIO)
- (eg. trust deed, constitution)
Trust How the charity is constituted
- (eg. trust, association,
company)
Trustee selection methods
(eg. appointed by, elected by)[Trustees are selected from Officers and Elected Members of ] the Management Committee. The Management Committee is selected at the AGM by nomination and simple majority voting.
## **Additional governance issues (Optional information)**
You **may choose** to include The charity operates under an agreed constitution with additional information, where relevant, about: Carlisle City Council as owners of the property.
- policies and procedures adopted for the induction The charity operates within a network of local Community and training of trustees; Centres.
- the charity’s organisational structure and any wider network The charity works with several third sector partners as well with which the charity as other Public Sector organisations. works;
- relationship with any The charity uses formal meetings to address any risks with related parties; professional guidance from Carlisle City Council Officers.
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**April 2009**
**TAR**
2
## **Summary of the objects of the charity set out in its governing document**
To act as a community resource for the benefit of the inhabitants of Yewdale Ward and its neighbourhoods without discrimination or prejudice. To offer, promote and advance facilities that will improve the education, social welfare, recreation and leisure time thus increasing the life conditions for the inhabitants.
To establish, maintain and manage the community centre for the activities promoted by the organisation and its constituent bodies, in the furtherance of the above objectives.
- Maintenance and management of the Community Centre.
- The Community Centre serves a wide cross-section of the local community. It has been in existence since 14[th] February 1992 and throughout this time it has continued to host a wide variety of activities including but not limited to;
- Pre-School Nursery 3-5 years
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
- Pre School two-year-old care
- Yewtots
- Family Quiz Nights
- Keep Fit
- Short Mat Bowls
- Trampoline Classes Residents Groups & Neighbourhood Forums
- Election Polling Station
- Ad hoc bookings including children’s birthday parties
- Soup at Sandsfield
- Soccer Academy
- Martial Arts Classes
- Meeting Spaces
The organisation has complied with the duty in section 4 of the Charities Act 2006 to have due regard to public benefit guidance published by the commission.
## **Additional details of objectives and activities (Optional information)**
**April 2009**
**TAR**
3
The organisation has a dedicated group of volunteers many of whom have been associated with the centre’s activities since it opened in 1992. Without the goodwill and selflessness of those volunteers we would be unable to offer the range of activities that are currently available.
You **may choose** to include further statements, where relevant, about:
The furtherance of the aims and objectives of the organisation is reliant on income through activities as well as grants.
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
**April 2009**
**TAR**
4
Section D Achievements and performance
## **Summary of the main achievements of the charity during the year**
Shortly after the buildings were opened a long-term plan was developed with a view to increasing the activities as well as the footprint of the building. The Centre owns and runs its own purpose-built nursery along with an outdoor play area. This has enabled the organisation to increase nursery numbers but also to vastly improve the offer.
We are currently working with several partners undertaking a feasibility study with a view to building a specialist trampoline facility on the site.
Ongoing maintenance and repairs through the year included;
- A full environmental audit with recommendations for a phased introduction of energy saving measures.
- The nursery has just been awarded an Ofsted rating of Outstanding. Introduction of a card payment system
- We have Charitable Incorporated Organisation Foundation Status
- We now provide access to a wide range of Council and Agency services from the centre via a touch screen terminal
- We pay Living Wage for our staff monthly Soup and Sandwich Lunchtime get together
## Covid-19
- Due to the impact of Covid-19 the centre had to close temporarily on the 20[th] of March 2020. It is now partially open for Yew Tots and Nursery along with Trampoline sessions. The majority of our staff came under the furlough scheme.
## **Section E Financial review**
**April 2009**
**TAR**
5
## **Brief statement of the charity’s policy on reserves**
Our policy is to maintain sufficient reserves to enable the centre to operate for six months. On top of this we build up a repair and renewal fund in order to have the capital available to replace key assets. The level of this fund is calculated using accepted write off depreciation timescales.
**Details of any funds materially in deficit**
There are no funds materially in deficit.
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
Our main source of income is derived through charges made for user groups, hall hire, membership fees and income from food and drink sales. The management committee meets regularly to monitor financial performance against predicted income and expenditure in order to adjust costs against actual income. We also currently receive a grant from Carlisle City Council and actively seek additional funding for specific objectives from the many funding agencies such as Lottery Funding etc.
A prime example of this is the building of a bespoke nursery at the centre.
We invest where possible but are aware of our role as a community resource in that we use any capital to provide services rather than to simply bank all surpluses.
## **Section F Other optional information**
The organisation is ambitious and is determined to provide the services that are relevant to the social conditions. In a time of slow recovery from Covid 19 we will focus on activities that bring opportunity and hope to the vulnerable members of our community.
## **Section G Declaration**
## **The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||Les Tickner|Jim Horsfeld|
||Secretary|Treasurer|
||7th October 2021||
**April 2009**
**TAR**
6
Recoi
1$ and Pa
•nt5 Accoun
Chanty c(xnmi88ion re9iSt*ed nurthr
1164301
For the financJal ye¥eTh*d w 31 Mar(* 2021
È Gon•ral RMtrl¢tsd Fund•
Fund•
R08tri¢ted
Total
Totsl
Uli1S1i
2021
2020
Ree8ipts
Dona:ions
Activitie$ to further chanty's cèjects'ves
Activities lo generate funds
Invesimeni Income and Inte3t
Sub lots
Oiher receipts
Total r•eèlpts
£ 117.4S9
e 117.459
£ 39,961
67.501
£ 84,127
.135 £ 26,212
31
£ 193,125
8.135
31 £
£ 193.125
£ 150.3¢>J
£ 193.125
t 193.125
£ 150.3
Paym•nts
Payments for 9enerating fts8
Grant5 Paid
Charitsble Expendrture
Supk)Ort Costs
Management & Adrninistrab.
Totsl paym*nts
É 175,8C
£ 175,806, £ 155.367
1.636
£ 177.442
1,636 i £ 2,403
E 177 211 £ 1S7.770
Ne¢ ol R•G•lptsllPayrnent•l
£ 15.683 1
15,683 14 7,470
Cash funds la$1 year 8ThJ
Transfers
Cash fund$ this year end
£ 10.479
10.440 1 £
20.919 ' £ 28,389
£ 28.162
10.440
36.602 £ 20.919
Yewdale Community Centre
Indepèndent Examlnern Rèport to th? Trustees of Ythdale Comrnunlty Centr¢
I report on the accounts of the tharity for the year end 31st March 2021. which arè set out on
pages 1-5.
This report is made solely to th& ch8nty's Iruslees, as a body. in accordance with s43 of
the Charities Act 1993 (for a charity in England and Wales).
Re5pectSve rè8pon•lbllStl•s of TruBtees and Examln•r
Th• charity's trystees arè r•swnsle for the preparation of the s¢¢ounts. The Charity's trustees
consider that an audit is not required for ihis year lunder secbon 43121 of the Chariti•s Act 1993
Ilhe 1993 Act) and that an independenl examinatK)n is need8d.
It is my iespon*bilty lo..
Examine the •ccounts lunder se¢lfi43 {3M¥} Of the 1993 A¢ti.'
To follow the procedures laid down in the GeneTal Directrtms gw) by the Chanty
commissiorS und¢1 $4317)Ibl of the Act,. and
To slate whether particular mattws have come to my attention.
84sls of Ind•wnd•nt examln•rn r•porL
My examinabon wa$ ¢arr*d out in accordance vthh the Genefal Dir8cb"on$ given by the Chanty
Commissioners. An èxamination induded a revvw of accounting records kept by the charity and
comparison ol the accounts prèsénted wilh those records. It also inclu¢Jes consideration of any
unusual items or disclosures in t accounts. and the 5eekin9 of explanations from you a5 trustees
concerning any such matters. The procedures undertaken do not prov¢de all thè èvidence that
would be required in audrt and consequenty. I 110 not expr #n audit ow'nion on lh• view gNen
by the accounts.
Indondent ¢M¥mlMrn •t•t*m¢rtt
In connection vnth my examination. no matlerhas Lvm8 to my 8t1tnlK."
111 which gives me reasonable cause to beliwe Ih•t, in any maierial resF¢¢t, the requlremenls..
to keep accounting r•conJ$ in a¢¢ordance with $41 of the ACL and
to prepare accounts whth a¢¢ord with accounting records and Comply with the
accounbn9 requ1ments of the Act
have not been met: or
121 lo which. in my opinion. attenlion shoulj be drawn in order to enab proper
understanding of the accounts lo be reached.
Mr Robert W. Gofdon FCA, ATh, Fr
Briar Lea House. Bramplon Road.
Longtown. Carlisle. GA6 5TN
le.. 08 Septemtw 2021