# **Trustees’ Annual Report and Financial Statements for the period 1[st] April 2020 – 31[st] March 2021** The Trustees of RISE present their annual report and accounts for the year ending 31 March 2021 and confirm that they comply with the requirements of the Charities Act 2011, the trust deed and the Charities SORP (FRS 102). ## **REFERENCE AND ADMINISTRATION DETAILS** |CHARITY NAME|RISE–Reach, Inspire, Support,
Educate| |---|---| |CHARITY NUMBER|1165274| |CHARITY’S OPERATING ADDRESS|12 Massams Lane
Formby
Liverpool
L37 7BE| ## **TRUSTEE INFORMATION** |TRUSTEE NAME|OFFICE HELD (if any)|DATE APPOINTED| |---|---|---| |Pip Coysh||21.08.15| |Louise Evans|Chairperson|1.5.19| |Geraldine Moore|Treasurer|1.5.19| |||| |||| ## **OUR AIMS** RISE (Reach, Inspire, Support, Educate) is a registered charity which is based within the Sefton Area. RISE is a Charitable Incorporated Organisation (CIO). As stated within our Governing Constitution document our aims are _“To promote and protect the good health of children and young people in the Merseyside and Lancashire regions who are either carers or bereaved by the provision of support groups and leisure opportunities.”_ RISE supports two specific groups of children and young people – ‘young carers’ (those whose lives are affected by a close family member with physical, mental or learning needs and disabilities) and bereaved children (those who have been bereaved of a parent or sibling). These groups provide a place where the children can come together to share experiences, worries and emotions but most importantly to have fun with other children in similar situations or with similar experiences to themselves, which helps them to realise that they are not alone. We endeavour to provide trips to places which may be inaccessible to them within their current home situations. For the young carers, we provide them with opportunities for ‘responsibility free fun’ (i.e. the children can be free of any responsibility for siblings or parents and can relax and just be children). For the bereaved children, we aim to provide them with ‘guilt-free fun’ (as often following the death of a parent or sibling, then children can experience feelings of guilt if they enjoy themselves or laugh – worrying that them enjoying a situation will appear to other family members as showing “that they don’t care.”). ## **OUR OBJECTIVES** Our objectives are set to reflect our educational aims and the ethos of the charity. It is important to us that we maintain and enhance the success of the organisation. Our key objective for the year was to increase the number of schools and young people that we support. This would in turn lead on to - **Helping young people achieve** - Improve emotional wellbeing - Improve networks of support - Improve confidence and resilience - Improve academic engagement - **Helping schools achieve** - Improved achievement leading to improved attainment - Improved relationships and communication with families - Improved awareness and tolerance across the school community - Increased school staff’s support and knowledge ## **OUR VOLUNTEERS** The majority of our activities are dependent upon the support of a number of volunteers. These volunteers provide the young people with an opportunity to talk, offer support to their families and other colleagues and staff within school, raise awareness and understanding of the issues facing these young people. This year with the impact of the COVID-19 pandemic, we have been unable to utilise and benefit from the skills of our volunteers to the extent that we would normally do so. However, we have maintained contact and look forward to working together more in the coming year. We continue to thank them for their support and involvement. ## **REVIEW OF ACTIVITIES, ACHIEVEMENTS & PERFORMANCE** The year from April 2020 to March 2021 was a challenging one for the charity, as it was for a number of similar organisations. The COVID-19 pandemic and associated lockdowns, school closures and limits on social contact had a significant and far-reaching impact on the work that the organisation could carry out. The charity maintained contact with 2 of the schools but was unable to provide the direct support as it had done previously. Due to the regulations from the Department for Education regarding the establishment of ‘class bubbles’ and limits on outside contacts coming into schools no groups were able to meet or mix. The one exception to this, was an organised trip to Crosby Hall Educational Trust which involved only one of the schools. With strict seating plans and children keeping within their class bubble, 15 children were able to take part in a day of confidence building activities including zip wires, den building and high-ropes activities. It was a great success, the only negative being that we were unable to offer it to other schools. Following on from a development which began last year, and in direct response to the expressed need from the children and their families, we were able to continue (out of school closure times) with 1:1 bereavement counselling for two children at one of the schools. These children had both been bereaved of a parent in the previous 6 months. The feedback from both families was extremely positive. Fundraising opportunities were also impacted and we were unable to generate any income. We were obviously severely limited in the work that we could carry out during this financial year but look forward to a gradual return to normal. ## **FINANCIAL REVIEW (Total receipts, donations, gift aid, net result** ## **OUR FINANCES IN SUMMARY** In summary, at the end of this financial year (to 31[st] March 2021), we have received income of £0 and have spent £910 providing the trips and activities listed. This leaves a surplus as at 31[st] March 2021 of £7345 which will be used to continue with trips, activities and talking therapy sessions for our children and young people. Please see Receipts and Payments annual return. ## **FUTURE PLANS** The pandemic has had and continues to have a significant impact. We look forward to a gradual return to normal where we can offer our school based sessions and a number of trips to the children that we support. We will endeavour to continue to provide talk therapy to our children and young people where funding allows. We will explore different routes of fundraising to enable us to offer the support needed. ## **DECLARATION** ## **The Trustees declare that they have approved the Trustees’ Report Above.** ## **Signed on behalf of the Charity’s Trustees** |Signature :|| |---|---| |Full Name :|Louise Evans| |Position :|Chairperson| |Date :|31.1.22| ||| **RISE (Reach, Inspire, Support, Educate) 1165274 Receipts and payments accounts CC16a For the period** 01/04/2020 31/03/2021 **To from** ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**7,028**
**7,028**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**560**
**350**
**-**
**-**
**-**
**-**
**910**
**-**
**-**
**-**
**910**
**- 910**
**-**
**1,227**
**317**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**560**
**-**
**350**
**-**
**-**
**-**
**-**
**910**
**-**
**-**
**-**
**910**

**- 910**|**Total funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**560**
**-**
**350**
**-**
**-**
**-**
**-**
**910**
**-**
**-**
**-**
**910**

**- 910**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---| |FundraisingActivity||||||**212**| |Donation||||||**500**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**-**|||||**712**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_**
**A3 Payments**||||||| |||||||**712**| |||||||| |Coach hire|**-**|||||**720**| |Insurance|**-**|||||**272**| |Activitycentre hire|**-**|||||**1,037**| |Craft materials|**-**|||||**188**| |Specialist services|**-**|||||**349**| ||**-**|||||| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**-**|||||**2,565**| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**|||||| ||**-**|||||| |**_Sub total_ **|**-**|||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| |||||||**2,565**| |||||||| ||**-**|**- 910**|**-**|
**- 910**||**- 1,853**| ||**-**|**-**|**-**|**-**||**-**| ||**7,028**|**1,227**|**-**|**8,255**||**10,108**| ||**7,028**|**317**|**-**|**7,345**||**8,255**| CCXX R1 accounts (SS) 01/02/2022 1 ## **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**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**
CCXX R2 accounts (SS)|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Cash in deposit account
**Details**
**Details**
**Details**
Signature
~~2~~|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**7,028**
**317**
**-**
**-**
**-**
**-**
**7,028**
**317**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
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**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
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**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Louise Evans|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||31.1.22| ||||| ||||~~01/02/2022~~| CCXX R2 accounts (SS)