2024-04-01-accounts - Moorland Star

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Trustees’ Annual Report for the period

From 04/04/23 Period end date 04/04/24

Charity name: MOORLAND STAR

Charity registration number: 1169760

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To provide a two-course hot cooked lunch for those over 50+ years in our local community & surrounding areas of Cardiff. To reduce isolation & loneliness & promote a stimulating & safe environment for all users of the centre. Provide activities such as Bingo, Complementary therapies, Toenail cutting service, Keep fit sessions, day trips, reorientation programme & themed evenings throughout the year. Support our members & Signpost to other appropriate agencies.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	We provide a freshly cooked 2 course subsidised hot lunch three times a week. This is an opportunity for users to socialise over a nutritious meal’ and help with food poverty. We are now open extra hours offering a free coffee venue, were our users can come from 10am so saving on fuel bills throughout the winter months. •We have an ongoing calendar of events, trips out, themed evenings. We Provide Holistic therapies, to enhance physical & emotional wellbeing. • Offer a nail cutting service to help with good foot hygiene & alert to foot problems. Exercise & stretching & movement sessions, to help strengthen & maintain good posture & mobility. • Regular reorientation programme, consisting of discussions using, various proven methods, flash cards, pictures, quizzes We work with various agencies to

		encourage social interaction such as local nursery visits, the Royal college of music performances at the centre We signpost users to other agencies where appropriate
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The board is kept informed of all activities & new ideas; these are discussed regularly with all members. The board takes guidance from the charity commission regular updates.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	We have gained skills and successfully secured funding & undertaken advice & guidance on grant applications for future bids from local volunteer charities & the National lottery team.
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	Contributions made by volunteers is unmeasurable, the centre would not be able to run effectively without the time & effort given by our team. We have a strong volunteer team who are dedicated to the roles they play within the organisation.
Other		The building we currently occupy is due for redevelopment in the next 24 months. The local authority has given us written assurance that we will be temporarily relocated whilst our building is rebuilt & we will be returning to our original site

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	We have made efforts to increase numbers by going out & talking to our local community housing teams, community housing associations. We are pleased to say that numbers have increased. We also conducted a user new survey that shows the continued need for our services. The community was reassured that Moorland Star provided & continues to provide a vital provision in the area. We were able to secure funding from various charities, that have continued to support us. We maintained our longer opening times this has proved immensely popular as the continuing rises in the cost of living hits our community, with many living in fuel & food poverty. The ‘free coffee & chat’ provision allows our users to keep warm, save fuel use in their homes & socialise with their friends. We continue to use the Neighbourly scheme picking up surplus & waste food from local supermarkets, utilising this in our meals & passing on to our users thus helping with their food bills. We are proud that we were able to continue to maintain our core aims & objectives through continuing difficult times.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	We reviewed our SWOT analysis in 2024 analysing our strengths & looking to improve areas that can be strengthened.
Performance of fundraising activities against objectives set	Para 1.41	The challenges that we face with the current economic crisis is apparent and we have gained more knowledge of fundraising, making successful grant applications We have put in grant application this financial year; we are pleased to say that all have been successful again. This will puts us in a good

		financial position for the next financial year position due to the success of funding applications over the last financial period
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We hold reserves as a contingency in view of lessons learned from pandemic & the rising costs of living
Amount of reserves held	Para 1.22	£59,857
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	We are fortunate to have some reserves but need to continue to fund raise to ease concerns about future hikes in cost of living

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46	The continued rises in the cost of living
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Selection of new trustees, is by application to the Board

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	MOORLAND STAR
Other name the charity uses
Registered charity number	1169760
Charity’s principal address	MOORLAND ROAD SPLOTT CARDIFF CF24 2LG

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
GLYN PERRYMAN	CHAIR	WHOLE YEAR
LILY HOLLAND	SECRETARY	WHOLE YEAR
SAM SPELLER	TREASURER	WHOLE YEAR
FATHER DEAN ATKINS		WHOLE YEAR
ELIZABETH NORMAN		WHOLE YEAR
REBECCA BRYANT		WHOLE YEAR
PATRICIA SOUTER		WHOLE YEAR
HUW THOMAS		WHOLE YEAR

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets 0 held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) GLYN PERRYMAN

Position (eg Secretary, CHAIR Chair, etc)

Date 29/01/2025

MOORLAND STAR

INCOME & EXPENDITURE ACCOUNT FOR THE PERIOD

1 APRIL 2023 TO 31 MARCH 2024

MOORLAND STAR

INCOME & EXPENDITURE ACCOUNT

FOR THE PERIOD

1 APRIL 2023 TO 31 MARCH 2024

INCOME Notes GRANTS AND DONATIONS 1 BANK INTEREST ACTIVITIES AND FEES EXPENDITURE INSURANCE ACTIVITIES COSTS TRAINING ESTABLISHMENT COSTS WAGES & SALARIES Surplus / (Shortfall) of Income over Expenditure Accumulated surplus b/fwd Total funds Represented by Bank balance	2024 £ 106,357.98 0.00 12,787.00 119,144.98 860.32 13,940.06 21.60 22,710.73 53,598.96 91,131.67 28,013.31 59,857.92 87,871.23 87,871.23 87,871.23	2023 £ 48,473.09 0.00 12,282.22
		60,755.31
		806.90 10,622.82 84.00 16,346.58 50,365.45
		78,225.75
		(17,470.44) 77,328.36
		59,857.92
		59,857.92
	87,871.23	59,857.92

The accounts have been prepared from the books and records of the Centre, and are a true and fair statement of the financial position as at 31 March 2024.

………………………………………. Chairman Dated …………………….. I confirm that these accounts have been verified as true and fair STEPHEN WADE 02-Dec-24 ………………………………………. Accountant / Independent Examiner Dated ……………………..

MOORLAND STAR

INCOME & EXPENDITURE ACCOUNT FOR THE PERIOD 1 APRIL 2023 TO 31 MARCH 2024

Notes

1 Grants and donations

The following amounts were received or held during the period for restricted or specific purposes

	Held at start of period	Received in period	Used in period	Remaining at end of period	Purpose
	£	£	£	£
MOONDANCE FOUNDATION	2,367.69	-	2,367.69	-	COVID-19 Assistance
THE WATERLOO FOUNDATION	6,101.82	-	6,101.82	-	COVID-19 Assistance
CARDIFF THIRD SECTOR COUNCIL	32.61	-	32.61	-	Community activities
NATIONAL GRID ELECTRICITY DISTRIBUTION	314.12	-	314.12	-	Community activities
COMMUNITY FOUNDATION WALES	-	5,000.00	1,200.00	3,800.00	Community activities
NATIONAL LOTTERY COMMUNITY FUND	-	72,139.00	52,037.89	20,101.11	Community activities
FITNESS & FLEX	-	500.00	485.98	14.02	Wellbeing activites
CARDIFF COUNTY COUNCIL FOOD POVERTY GRANT - CAPITAL	-	3,003.76	2,696.48	307.28	Food related capital expenditure
CARDIFF COUNTY COUNCIL FOOD POVERTY GRANT - REVENUE	-	3,951.38	3,865.99	85.39	Food related revenue expenditure

The following amounts were received during the period for unrestricted purposes

	£
CARDIFF COUNTY COUNCIL	20,047.84
G HOPKINS	366.00
G EDWARDS	1,000.00
J LAWRENCE	200.00
C JONES	150.00

Trustees’ Annual Report for the period

From 04/04/23 Period end date 04/04/24

Charity name: MOORLAND STAR

Charity registration number: 1169760

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To provide a two-course hot cooked lunch for those over 50+ years in our local community & surrounding areas of Cardiff. To reduce isolation & loneliness & promote a stimulating & safe environment for all users of the centre. Provide activities such as Bingo, Complementary therapies, Toenail cutting service, Keep fit sessions, day trips, reorientation programme & themed evenings throughout the year. Support our members & Signpost to other appropriate agencies.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	We provide a freshly cooked 2 course subsidised hot lunch three times a week. This is an opportunity for users to socialise over a nutritious meal’ and help with food poverty. We are now open extra hours offering a free coffee venue, were our users can come from 10am so saving on fuel bills throughout the winter months. •We have an ongoing calendar of events, trips out, themed evenings. We Provide Holistic therapies, to enhance physical & emotional wellbeing. • Offer a nail cutting service to help with good foot hygiene & alert to foot problems. Exercise & stretching & movement sessions, to help strengthen & maintain good posture & mobility. • Regular reorientation programme, consisting of discussions using, various proven methods, flash cards, pictures, quizzes We work with various agencies to

		encourage social interaction such as local nursery visits, the Royal college of music performances at the centre We signpost users to other agencies where appropriate
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The board is kept informed of all activities & new ideas; these are discussed regularly with all members. The board takes guidance from the charity commission regular updates.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	We have gained skills and successfully secured funding & undertaken advice & guidance on grant applications for future bids from local volunteer charities & the National lottery team.
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	Contributions made by volunteers is unmeasurable, the centre would not be able to run effectively without the time & effort given by our team. We have a strong volunteer team who are dedicated to the roles they play within the organisation.
Other		The building we currently occupy is due for redevelopment in the next 24 months. The local authority has given us written assurance that we will be temporarily relocated whilst our building is rebuilt & we will be returning to our original site

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	We have made efforts to increase numbers by going out & talking to our local community housing teams, community housing associations. We are pleased to say that numbers have increased. We also conducted a user new survey that shows the continued need for our services. The community was reassured that Moorland Star provided & continues to provide a vital provision in the area. We were able to secure funding from various charities, that have continued to support us. We maintained our longer opening times this has proved immensely popular as the continuing rises in the cost of living hits our community, with many living in fuel & food poverty. The ‘free coffee & chat’ provision allows our users to keep warm, save fuel use in their homes & socialise with their friends. We continue to use the Neighbourly scheme picking up surplus & waste food from local supermarkets, utilising this in our meals & passing on to our users thus helping with their food bills. We are proud that we were able to continue to maintain our core aims & objectives through continuing difficult times.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	We reviewed our SWOT analysis in 2024 analysing our strengths & looking to improve areas that can be strengthened.
Performance of fundraising activities against objectives set	Para 1.41	The challenges that we face with the current economic crisis is apparent and we have gained more knowledge of fundraising, making successful grant applications We have put in grant application this financial year; we are pleased to say that all have been successful again. This will puts us in a good

		financial position for the next financial year position due to the success of funding applications over the last financial period
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We hold reserves as a contingency in view of lessons learned from pandemic & the rising costs of living
Amount of reserves held	Para 1.22	£59,857
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	We are fortunate to have some reserves but need to continue to fund raise to ease concerns about future hikes in cost of living

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46	The continued rises in the cost of living
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Selection of new trustees, is by application to the Board

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	MOORLAND STAR
Other name the charity uses
Registered charity number	1169760
Charity’s principal address	MOORLAND ROAD SPLOTT CARDIFF CF24 2LG

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
GLYN PERRYMAN	CHAIR	WHOLE YEAR
LILY HOLLAND	SECRETARY	WHOLE YEAR
SAM SPELLER	TREASURER	WHOLE YEAR
FATHER DEAN ATKINS		WHOLE YEAR
ELIZABETH NORMAN		WHOLE YEAR
REBECCA BRYANT		WHOLE YEAR
PATRICIA SOUTER		WHOLE YEAR
HUW THOMAS		WHOLE YEAR

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets 0 held in this capacity

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) GLYN PERRYMAN

Position (eg Secretary, CHAIR Chair, etc)

Date 29/01/2025