**Trustees' Annual Report for the period** Period start date Period end date a | Day Month Year Day Month Year **From** 01 04 2020 **To** 31 03 2021 ~~ee~~ Section A Reference and administration details **Charity name Veterans in Sefton CIO Other names charity is known by N/A Registered charity number (if any)** Po **1168128 Charity's principal address 52 St Elizabeth Ave Bootle Sefton Postcode L20 6FA** ## **Names of the charity trustees who manage the charity** **Name of person (or body) Dates acted if not for Trustee name Office (if any) entitled to appoint trustee (if whole year any)** ee ~~ee~~ 1Jon Price Trustees when quorate ee es ~~Gs~~ 2Stephen Calderbank “ es es es 3Andrew Robertson Chairman “ a es ~~Gs~~ 4Paulette Lappin “ ee es ee 5 “ ee es ~~Gs~~ 6 ee es 7 ee ee es 8 ee es 9 es es ns 10 es es es 11 a es ~~Gs~~ 12 ee es ee 13 ee es ~~Gs~~ 14 ee es 15 ee ee es 16 ee Ms 17 ee es ~~Gs~~ 18 es es es 19 a es ~~Gs~~ 20 March **2021** **TAR** 1 **----- Start 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)
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**Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution (eg. trust deed, constitution) How the charity is constituted Charitable Incorporated Organisation (eg. trust, association, company) Appointed by a quorate meeting of the Trustees properly notified Trustee selection methods as per our constitution and considered to have skills valuable to (eg. appointed by, elected by) the charity ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. March **2021** **TAR** 2 **Section C Objectives and activities** Veterans in Sefton will relieve the need of persons living in Sefton, Merseyside and surrounding areas, who are currently serving or who have served in the Armed Forces, Regular and Reservists, their families and dependents, by advancing any lawful charitable purpose at the discretion of the Trustees and in particular but not exclusively by: - **Summary of the objects of the charity set out in its governing document** - Providing opportunities to participate in activities which promote their social inclusion; - Providing counselling, advice and mentoring support; - Promoting and protecting their health, mental health and wellbeing and well-being; - Advancing the education and awareness of the public in the armed forces and to promote and organise cooperation in the achievement of the above purposes. ## **Veterans in Sefton organised this year:** Weekly NAAFI Breaks (coffee mornings) in Southport, Bootle and Netherton 156 in total 3-day Holistic residential Snowdonia breaks 8 in total 4-day adventure residential Snowdonia breaks **Summary of the main** 7 in total **activities undertaken for the public benefit in** Weekly allotment activities **relation to these objects** 57 in total **(include within this section the statutory** Weekly and weekend walking groups **declaration that trustees** 18 in total **have had regard to the guidance issued by the** Weekly yoga & meditation sessions **Charity Commission on** 14 in total **public benefit)** Education day trips 37 in total A combined total number of 289 fully supported activities have taken place this year with over 360 individuals taking part ## **Additional details of objectives and activities (Optional information)** March **2021** **TAR** 3 You **may choose** to include further statements, where relevant, about: - policy on grant making; - policy programme related investment; - contribution made by volunteers. Our volunteers massed a staggering 3500 hours between them for support in the local community. The volunteers play a major role at Veterans in Sefton; it is very much peer support lead and is a fundamental part of the transition back into the community. As a referral joins us we carry out a needs assessment and start to identify various issues. As part of this process we identify the existing skills, some of them thought they had lost, and reignite them by way of encouraging them to volunteer with in community or with the Veterans in Sefton. Some of the volunteers have formed an official Veterans in Sefton Peer Support Group; they meet once a month and have minutes taken. The results or request are then presented to the CEO for appraisal and further possible request through the Board of Trustees, for example the Peer Support Group may have requested they would like a day trip to Wales, the CEO can grant that request or they may wish to purchase a new shed for the allotment, the CEO will request funds for this through the Board. Terms of agreement have been drawn up for all those volunteers involved with the Peer Support Group and all volunteers and participants of activities have signed a code of conduct as guided by our Policies and Procedures ## Regular Activity Programme Working with existing mentors we will expand our volunteer programme, developing peer led activities in a more coordinated and sustainable programme. Already there are occasional ‘taster sessions’ and relatively ad hoc activity – cycling canoeing, fishing, yoga - but we recognise a need to deliver more regular, structured sessions either utilising the skills and qualifications of Veterans in Sefton's veterans or through local partnerships. Current provision of an allotment, art group and woodwork will provide the core for growing new, varied activity and existing mentors, befrienders and volunteers with established policies and practices will provide the basis for recruitment increasing these roles and building VIS capacity. ## Extended Activity VIS is an active member of the Anabasis Mountain Club in North Wales, providing 3 day, cost effective breaks with greater diversity of activities designed to suit the needs of individuals requiring support. To date over 90 Veterans have attended, with the added advantage of a different yet ‘safe’ environment aiding personal and group development. Monthly sessions provide a special focus for regular activities and will form an important part of volunteer development. ## A Sustainable approach This progressive programme of engagement, activity and Veteran involvement is designed to support volunteer development, building VIS capacity and, in turn sustaining expanded and enhanced activity. The activities and volunteering roles are designed to deliver the ‘Five Ways to Wellbeing: Connect, Keep Leaning, Give, Take Notice and Be Active and this will be integral March **2021** **TAR** 4 to Veteran transition and sustaining a programme to complement the core holistic work of VIS **----- Start of picture text -----**
Section D Achievements and performance
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March **2021** **TAR** 5 Section D Achievements and performance **Summary of the main achievements of the charity during the year** 1. Another year of commissioning from Greater Manchester West Mental Health services for our wrap around service 2. 2 years of commissioning from Sefton Council for our strategies against male suicide programme 3. A revamped and updated SLA with One Vision Housing which includes more support services. 4. A SLA made with Veterans UK to provide a much speeder referral process and more integrated support for veterans and families 5. A SLA made with Households into Work to integrated support for veterans and families . 6. A continued and improved contract with My Space Housing providing veterans with issues that need support and aren’t quite ready for independent living to gain access to housing with support 7. Level 3 added to the diploma programme set up by Myers Scope to work directly with veterans on our allotment to gain City and Guilds 1,2&3 to assist with into employment 8. An employment contract set up with the City of Liverpool College and the Liverpool Waters Construction Hub on a 1.2-million-pound deal gaining direct access for veterans into employment for the next 20 years on the Liverpool Waterfronts 2.2 billon pound construction deal with Peel Ports. 9. 421 referrals have been put through the programme, all provided with guidance assistance and support. - 10.Over 500 veterans and dependants have accessed our activities this year covering a plethora of outcomes and personal achievements. - 11.We have rehoused 32 veterans 14 of which were homeless and through our various Housing SLAs and with the support of partnerships with One Vision Housing, Sleepy Headzz Beds, The Armed Forces Bikers, The Royal British Legion. - All the veterans that have moved in have all engaged in a full wrap around service provided by our Holistic Support Programme - 12.122 individuals and 8 couples have engaged with our holistic programme reducing the financial stress on an already overstretched mainstream Mental Health NHS service - 13.Our Facebook entries are getting an average 4000 views and similar figures on shares. March **2021** **TAR** 6 Section D Achievements and performance March **2021** **TAR** 7 ## **Section E Financial review** **We fund raise constantly to ensure we have sufficient Brief statement of the unrestricted funds to cover our operating costs. We charity’s policy on adjust expenditure inline with income. reserves Restricted funds are used for the purpose given and within the time period stated by the provider. These are not considered to be reserves.** **Details of any 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. ## **Section F Other optional information** ## **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)** March **2021** **TAR** 8 Date TAR March 2021 Charity Number: 1168128 Veterans In Sefton Unaudited Accounts For The Year Ended 31st March 2021 INDEPENDENT EXAMINERS REPORT To Veterans In 5efton I report to the trustees on my examination of the accounts of Veterans In Sefton for the year ended 31st March 2021. Respon$ibllltles and Basls of Report As the charities trustees of Veterans In Sefton account5 carried out under section 145 of the 2011 Art and in carrying out my examination I have followed all the applicable dlrertions given by the Charity Commission under section 145151{b} of the Act. Independent Examiner's Ststement l am a member of the AAT and l am bound by the code of ethics issued by FRC'S Revised Ethical Standard 2016. Accounts preparatlon seNices were provlded by Sefton CVS, my employer, and l as examiner have applied the ethical standard to my work. I have completed my examlnatlon. I conflrm that no materlal matters have come to my attention in connectlon wlth examination givlng me cause to believe that in any material respect: l. Accounling ￿cOrdS were not kept in ￿SpeCt of Bootle Tool Shed as required by section130 of the Act: or 2. The accounts do not accord with those records I have no concerns and have come acr055 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 reached. Anthony Deegan MAAT, MICB. Pm.Dip FSnance Manager Sefton Council for Voluntsry Service 3rd Floor, Sulte 3b, Burllngton House, Crosby Road North, Waterloo, LNerpool, L22 OLG Signed: Date: ........................................................ Unrestrlrted Restrlcted Funds Funds Total 2021 Total 2020 Recelpts General Funds Gifts & Donatlons Big Lottery NHS GWW Barbara Oats Mayor ofsefton, Fund Asda Arrow Head Masonic Lodge Arrow Lodge Rotary Rotary Club South Sefton Rotary Club Crosby Sefton CV5 Shelter NEA 3,500 3,5LIJ 78.901 6,000 59 59.176 10.5CKI 78,901 6,000 600 500 300 250 632 700 6,574 750 7.000 Grantscape Awards for All Sefton MBC Sefton MBC Housing Investment Scheme Sefton MBC wards Amied Forces Convenant PH Holt Covid 19 Response Lottery grant Community Foundation Grant 25.000 25,000 Is,(x)o 2,200 33.250 33.250 8,370 8.370 8,800 8,800 Total Recelpts 42,870 120.951 163,821 111.241 Payft￿nts Charltable Activities Equipment Computer Expenses DBS Insurance Printing Stationery & Offi¢e Supplles Telephone Clothing Staff Experises Sundry Expenses Training Payroll Payroll charges Professional Services 12,331 2,485 3,258 21X) 1,463 1,182 13,513 2,485 3,948 8.203 6.410 2,137 338 1,627 690 1,463 1.689 2,730 931 613 1.930 113 2,543 113 145 71.417 654 24,737 702 58.389 83.126 702 Mini Bus Rent Motor Fuel Motor Repairs Motor road tax Motor Insurance Repairs Membershlp Fees Heating 7,742 57 10.342 2.288 737 165 1,192 1.334 390 7.8(Ml 1.201 2.773 165 1.190 2.224 2.231 737 165 1.192 1.334 390 Totsl Payments 54A38 70,103 124.541 111,784 Net Recelpts For Period 11.568 50,848 39,280 543 Net Cash Funds BIF 19.041 15,929 34,970 35,512 Net Cash Funds CIF 7A74 66,777 74,250 34,969 Total 2021 Total 2020 MonetaryAssets Cash at Bank 73.549 34,269 73,549 34,269 Fixeql Assets Equipment Computer Equipment 823 6,686 7,509 823 6,686 7.509 The accounts have been prepared under the Receipt5 and Payments basis. These financial statements have been approved by the Trustees and si8ned on their behalf by- Chalr of Trustees: Date: 31.03.21 Andrew Robertson Slgned: Charity Number: 1168128 Veterans In Sefton Unaudited Accounts For The Year Ended 31st March 2021 INDEPENDENT EXAMINERS REPORT To Veterans In 5efton I report to the trustees on my examination of the accounts of Veterans In Sefton for the year ended 31st March 2021. Respon$ibllltles and Basls of Report As the charities trustees of Veterans In Sefton account5 carried out under section 145 of the 2011 Art and in carrying out my examination I have followed all the applicable dlrertions given by the Charity Commission under section 145151{b} of the Act. Independent Examiner's Ststement l am a member of the AAT and l am bound by the code of ethics issued by FRC'S Revised Ethical Standard 2016. Accounts preparatlon seNices were provlded by Sefton CVS, my employer, and l as examiner have applied the ethical standard to my work. I have completed my examlnatlon. I conflrm that no materlal matters have come to my attention in connectlon wlth examination givlng me cause to believe that in any material respect: l. Accounling ￿cOrdS were not kept in ￿SpeCt of Bootle Tool Shed as required by section130 of the Act: or 2. The accounts do not accord with those records I have no concerns and have come acr055 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 reached. Anthony Deegan MAAT, MICB. Pm.Dip FSnance Manager Sefton Council for Voluntsry Service 3rd Floor, Sulte 3b, Burllngton House, Crosby Road North, Waterloo, LNerpool, L22 OLG Signed: Date: ........................................................ Unrestrlrted Restrlcted Funds Funds Total 2021 Total 2020 Recelpts General Funds Gifts & Donatlons Big Lottery NHS GWW Barbara Oats Mayor ofsefton, Fund Asda Arrow Head Masonic Lodge Arrow Lodge Rotary Rotary Club South Sefton Rotary Club Crosby Sefton CV5 Shelter NEA 3,500 3,5LIJ 78.901 6,000 59 59.176 10.5CKI 78,901 6,000 600 500 300 250 632 700 6,574 750 7.000 Grantscape Awards for All Sefton MBC Sefton MBC Housing Investment Scheme Sefton MBC wards Amied Forces Convenant PH Holt Covid 19 Response Lottery grant Community Foundation Grant 25.000 25,000 Is,(x)o 2,200 33.250 33.250 8,370 8.370 8,800 8,800 Total Recelpts 42,870 120.951 163,821 111.241 Payft￿nts Charltable Activities Equipment Computer Expenses DBS Insurance Printing Stationery & Offi¢e Supplles Telephone Clothing Staff Experises Sundry Expenses Training Payroll Payroll charges Professional Services 12,331 2,485 3,258 21X) 1,463 1,182 13,513 2,485 3,948 8.203 6.410 2,137 338 1,627 690 1,463 1.689 2,730 931 613 1.930 113 2,543 113 145 71.417 654 24,737 702 58.389 83.126 702 Mini Bus Rent Motor Fuel Motor Repairs Motor road tax Motor Insurance Repairs Membershlp Fees Heating 7,742 57 10.342 2.288 737 165 1,192 1.334 390 7.8(Ml 1.201 2.773 165 1.190 2.224 2.231 737 165 1.192 1.334 390 Totsl Payments 54A38 70,103 124.541 111,784 Net Recelpts For Period 11.568 50,848 39,280 543 Net Cash Funds BIF 19.041 15,929 34,970 35,512 Net Cash Funds CIF 7A74 66,777 74,250 34,969 Total 2021 Total 2020 MonetaryAssets Cash at Bank 73.549 34,269 73,549 34,269 Fixeql Assets Equipment Computer Equipment 823 6,686 7,509 823 6,686 7.509 The accounts have been prepared under the Receipt5 and Payments basis. These financial statements have been approved by the Trustees and si8ned on their behalf by- Chalr of Trustees: Date: 31.03.21 Andrew Robertson Slgned: