# **Trustees’ Annual Report and Financial Statements for the period 1[st] April 2024 – 31[st] March 2025** The Trustees of RISE present their annual report and accounts for the year ending 31 March 2025 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 year has seen much more limited work being carried out due to restraints on the time available from the trustees who were also working directly with the children and young people. We carried out just one trip to Crosby Hall Education Trust (CHET) with pupils from one of our schools. Group support facilitated by a trustee continued in one school. Due to limitations on the time of the trustees, no external grant funding has been applied for. Trustees will look into options for dissolution of the charity. ## **FINANCIAL REVIEW (Total receipts, donations, gift aid, net result** ## **OUR FINANCES IN SUMMARY** In summary, for the financial year ending 31[st] March 2025, we have received income of £0 and have spent £1523 providing the trips and activities listed. This leaves a surplus as at 31[st] March 2025 of £1043 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 aim to promote the model for schools to facilitate their own sessions to support the children within their schools so relying less on the volunteers of RISE and making the approach more sustainable in the future. We will look to close the charity in the coming financial year. ## **DECLARATION** ## **The Trustees declare that they have approved the Trustees’ Report Above.** ## **Signed on behalf of the Charity’s Trustees** |Signature :|| |---|---| |Full Name :|Lisa Summers| |Position :|Treasurer| |Date :|20.10.25| ||| **RISE (Reach, Inspire, Support, Educate) 1165274 Receipts and payments accounts CC16a For the period** 01/04/2024 31/03/2025 **To from** |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**-**
**-**


**-**
**-**
**-**
**-**
**96**
**750**
**420**
**195**
**62**
**-**
**-**
**-**
**-**
**1,523**
**-**
**-**
**-**
**1,523**
**- 1,523**
**-**
**2,566**
**1,043**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
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**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
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**-**
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**-**|**Total funds**
**to the nearest £**
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**96**
**750**
**420**
**195**
**62**
**-**
**-**
**-**
**-**
**1,523**
**-**
**-**
**-**
**1,523**
**- 1,523**||**Last year**
**to the nearest £**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|
|||||| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |~~**_Sub total_**~~|**-**|||||**-**| |**_Total receipts_ **
**A3 Payments**||||||| |||||||| |||||||| |
ActivityMaterials|**96**|||||**193**| |ActivityCentre Hire|**750**|||||**-**| |Coach Hire|**420**|||||**-**| |SupplyCover|**195**|||||**-**| |Bank Charges|**62**|||||**62**| |Specialist services|**-**|||||**60**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**1,523**|||||**315**| |||||||| |**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_**||||||| |||||||**315**| |||||||| ||**- 1,523**|**-**|**-**|**- 1,523**||**- 315**| ||**-**|**-**|**-**|**-**||**-**| ||**2,566**|**-**|**-**|**2,566**||**2,881**| ||**1,043**|**-**|**-**|**1,043**||**2,566**| CCXX R1 accounts (SS) 20/10/2025 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**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Cash in deposit account
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**1,043**
**-**
**-**
**-**
**-**
**-**
**1,043**
**-**
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
Lisa Summers|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Lisa Summers|20.10.25| ||||| CCXX R2 accounts (SS) 20/10/2025 2