## **Trustees’ Annual Report and Financial Statements for the period 1[st] April 2023 – 31[st] March 2024** The Trustees of RISE present their annual report and accounts for the year ending 31 March 2024 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| |---|---|---| |Louise Evans|Chairperson|1.5.19| |Lisa Summers|Treasurer|4.4.21| |Karen Ascroft||1.5.22| |||| |||| ## **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** Volunteers maintain the charity either as trustees or working within the schools and with our children and young people. These volunteers have provided the young people with an opportunity to talk, offered support to their families and other colleagues and staff within school, raised awareness and understanding of the issues facing these young people. Without the dedication and support of these volunteers, RISE would not be able to help and support the young people in the ways that we do and we would like to take this opportunity to thank them for their efforts. ## **REVIEW OF ACTIVITIES, ACHIEVEMENTS & PERFORMANCE** This has been a quieter year in terms of activities and trips. The group at one school continued to meet fortnightly with a continued focus on craft activities and opportunities to talk and support each other facilitated by volunteers in school. Additional activities included an in-school cinema afternoon and trip to a local bakery. At the request of the children in this group, a yoga instructor was employed to offer a relaxation session which was well received. Time demands on trustees and less voluntary support has meant opportunities to grow have not occurred. Activities started by RISE remain ongoing in some schools which have been facilitated by school staff. ## **FINANCIAL REVIEW (Total receipts, donations, gift aid, net result** ## **OUR FINANCES IN SUMMARY** In summary, for the financial year ending 31[st] March 2024, we have received income of **£0** and have spent **£315** providing the trips and activities listed. This leaves a surplus as at 31[st] March 2024 of **£2,566** which will be used to continue with trips, activities and support sessions for our children and young people. Please see Receipts and Payments annual return. ## **FUTURE PLANS** We will continue to encourage schools to facilitate their own sessions to support children within their schools so relying less on the volunteers of RISE and making the approach more sustainable. We will look forward to continuing to support the schools that we work with either directly or indirectly. ## **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 :|2.2.25| ||| |**RISE (Reach, Inspire, Support, Educate)**|**RISE (Reach, Inspire, Support, Educate)**|**RISE (Reach, Inspire, Support, Educate)**|**1165274**| |---|---|---|---| |**Receipts andpayments accounts**|||| |**For the period**
**from**|01/04/2023|**To**|31/03/2024| **CC16a** |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**

**-**
**-**
**-**
**-**
**-**
**-**
**62**
**-**
**193**
**60**
**-**
**-**
**-**
**-**
**315**
**-**
**-**
**-**
**315**
**- 315**
**-**
**2,881**
**2,566**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
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**-**
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**-**
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**-**
**-**
**-**
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**-**
**-**
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**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
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**-**
**-**
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**-**
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**-**|**Total funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**62**
**-**
**193**
**60**
**-**
**-**
**-**
**-**
**315**
**-**
**-**
**-**
**315**
**- 315**||**Last year**
**to the nearest £**| |FundraisingActivity|**-**|||||**181**| ||**-**|||||| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|
**-**|||||**181**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**
|||||**-**| |~~**_Sub total_**~~|**-**|||||**-**| |**_Total receipts_ **
**A3 Payments**||||||| |||||||**181**| |||||||| |
Coach hire|**-**|||||**1,210**| |Bank charges|**62**|||||**64**| |Activitycentre hire|**-**|||||**2,000**| |Activitymaterials|**193**|||||**17**| |Specialist services|**60**|||||| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**315**|||||**3,292**| |||||||| |**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_**||||||| |||||||**3,292**| |||||||| ||**- 315**|**-**|**-**|**- 315**||**- 3,111**| ||**-**|**-**|**-**|**-**||**-**| ||**2,881**||**-**|**2,881**||**5,992**| ||**2,566**|**-**|**-**|**2,566**||**2,881**| CCXX R1 accounts (SS) 02/02/2025 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**
**B4 Assets retained for the**
**charity’s own use**
**B3 Investment assets**
**B2 Other monetary assets**
**B1 Cash funds**|Signature
**Details**
**Details**
**Details**
**Details**
Cash in deposit account
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**2,566**
**-**
**-**
**-**
**-**
**-**
**2,566**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
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**Fund to which**
**asset belongs**
**Cost (optional)**
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**asset belongs**
**Cost (optional)**
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**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
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**-**
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| |||Louise Evans|02.02.25| ||||| CCXX R2 accounts (SS) 02/02/2025 2