2024-09-30-accounts

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Registered Charity No. 1169017

Trustees’ Annual Report for the Year Ended 30 September 2024

Reference and Administrative Details

Charity Name: Cathie Stankevitch Foundation

Charity Registration Number: 1169017

Registered Address: 35 Whernside, Widnes, WA8 4YW

Trustees

The following served as trustees during the year and up to the date of this report:

Kerry Metcalf
Lisa Stankevitch
Stephen Plant

Structure, Governance and Management

The charity is constituted as a Charitable Incorporated Organisation (CIO) and is governed by a constitution adopted in accordance with the Charities Act 2011. The trustees meet regularly to review strategic aims and monitor operational delivery. Day-to-day management of the charity’s activities is delegated to a small team of staff and volunteers.

Objectives and Activities

Charitable Objects

The Foundation’s main purpose is to alleviate the impact of poverty, support inclusion, and improve the lives of vulnerable and disadvantaged individuals in Halton and surrounding areas through sports, wellbeing, and community projects.

Key Activities in 2023–24

During the year, there has been a real focus on the clearance of properties, which has been a mixture of both private and social housing dwellings. The activities has enabled the charity to

build up a large stock of very good quality furniture and homeware, which has enabled us to support the demand of the local community living in furniture poverty.

All activities were undertaken to further our charitable purposes for the public benefit. The trustees confirm they have referred to the Charity Commission’s guidance on public benefit when planning and reviewing the work of the charity.

Achievements and Performance

Through our partnerships with Riverside Housing and Sovini Housing we have built positive relationships with Housing Officers and Social Workers as well as local families. We have been able to engage and support these local families on an ongoing basis with ongoing enquiries and requests for support.

In relation to furniture, the main provision has been sofas, beds, and bedroom furniture. We have helped over 200 families across the Halton Borough and beyond. We have been able to support families that have had to relocate after devastating house fires, who saw their life possessions lost forever.

We have and continue to support a number of families to completely refurbish their homes. We have also collaborated and signposted to other local charity organisations. Other charities for instance that supply white goods, including fridge freezers, washing machines and cookers.

Financial Review

Total income for the year was £158,113, with total expenditure of £155,734, resulting in a net surplus of £2,379. Funds carried forward totalled £15,802.

Principal income sources included grants, donations, and subcontracted programme delivery. Key expenditure included staffing, rent, utilities, and subcontractor costs (£93,071).

No restricted funds were held during the year. Unrestricted reserves stood at £15,802, in line with our policy to maintain reserves sufficient for at least one month of core costs.

Plans for the Future

The Foundation plans to:

Review and refine its charitable objectives
Develop a refreshed strategic plan for 2025–2028
Expand its base of funders and partners
Deepen engagement with local volunteers

Statement of Trustees' Responsibilities

The trustees are responsible for:

Ensuring proper accounting records are kept
Preparing financial statements in accordance with applicable law and SORP
Safeguarding the assets of the charity and applying them only for charitable purposes

Independent Examination

An independent examination of the accounts was conducted by Kerry Bibby of KLB Financial Management, who confirmed there were no material concerns regarding the accounts.

Approved by the Trustees and signed on their behalf by:

Name: John Stankevitch

Position: Chair of Trustees Date: 31/07/2025

Charity No: Registered Address:

1169017 35 Whernside, Widnes, WA8

Financial Statement for the year ended:

30-Sep-24

Receipts	Total	Payments
Income	158,114	Charity Running Costs Accountancy Cleaning Fuel Heat & Light Insurance Subcontractor Postage Purchases Rent Telecoms Vehicle running costs Wages Staff Entertaining Storage costs Bank fees
Total Receipts	158,114 Total Pa	114 Total Payments

Total Receipts less Total Payments (Surplus/Deficit for the year) Total funds brought forward from last year

Total funds carried forward at this year end

Total restricted funds included in total funds above oo

The main purposes of the Cathie Stankevitch Foundation are:

(a) Work to alleviate the impact that poverty has upon children and young people.

(b) Provide inclusion opportunities for those who find themselves excluded from socie and deprivation.

Statement of assets and liabilities at the year end 30 September 2024

~~et~~ Cash funds ~~pe~~ Final bank balance incl uncleared items (from Account book)

Reconciliation of final bank balance to bank statement Bank statement closing balance at year end Petty Cash Less cheques written but not cleared Less any cheques still uncleared from last year Total Total cash funds

Approved by the trustees (Committee members) and signed on their behalf

Signature:

Name:

Date:

4YW

Total 756 0 3,824 1,988 3,163 93,071 162 20,747 11,809 2,910 12,284 3,700 0 1,260 60 155,734 2,379 13,422 15,802 0

ety due to poverty opportunities for

Total 15,802 15,802 15.802 15.802

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees Cathie Stankevitch Foundation On accounts for the year 30 September 2024 Charity no 1169017 ended (if any) Set out on pages 2

(remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 September 2024.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across 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 to be reached.

Signed: K. Bibby Date: 31 July 2024 Name: Kerry Bibby Relevant professional CIMA qualification(s) or body (if any): Address: KLB Financial Management, Kingsway House, Caldwell Road Widnes, WA8 7GD

Oct 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of Not Applicable any items that the examiner wishes to disclose .