2025-04-01-accounts - Moorland Star

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

Trustees’ Annual Report for the period

From 04/04/25 Period end date 04/04/26

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	We provide a subsidised two-course hot cooked lunch for those over 50+ years in our local community & surrounding areas of Cardiff. To reduce isolation & loneliness amongst our ageing community and promote a stimulating & safe environment for all users of the centre.
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 11am 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 Weworkcloselywithotheragencies

		and signpost users where appropriate
Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission on public beneft	Para 1.18	The Board of trustees consider with the staf current activities & new ideas; these are discussed regularly at quarterly Board meeting with all members. The board takes guidance from the charity commission regular updates.

SORP reference

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

	SORP reference
Policy on grant making	Para 1.38	We continue to learn and have gained skills and successfully securing funding from grant making bodies; we have & undertaken advice & guidance on grant applications for future funding bids from local volunteer charities & the National lotteryteam.
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	The contributions made by volunteers is immeasurable as we now have a strong team of 6 people on the team, the centre would not be able to run efectively without the time & efort 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 few months. We are looking to move to a temporary venue nearby while our building is being redeveloped. We will be returning to the original site when the project is complete in approx. 18/24 months.

Achievements and Performance

SORP reference

Summary of the main achievements of the charity, identifying the diference the charity’s work has made to the circumstances of its benefciaries and any wider benefts to society as a whole.	Para 1.20	We are still feeling the efects of the pandemic but through our eforts to Increase numbers, going out & talking to our local community, building relationships with housing teams, & community housing associations. We are pleased to say that numbers have increased in the past year. We also conducted a user new survey recently that demonstrates the continued need for our services. The survey reassured us that Moorland Star provided & continues to provide a vital provision in the area, its aims and objectives still relevant to the needs of the community. We were able to secure funding from various charities, that have continued to support us. We have 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. We have seen the negative efects this is having on our members. The ‘free cofee & chat’ provision allows our users to keep warm, save fuel use in their homes & socialise with their friends and reduce anxiety. We are proud that we were able to continue to maintain our core aims & objectives through continuing difcult 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 July this year analysing our strengths & looking to improve areas that can be strengthened. This will the collaboration of our board & members.
Performance of fundraising activities against objectives set	Para 1.41	There remains a lot of challenges due to the current economic crisis. We have gained more knowledge of fundraising, making successful grant applications. We have put in numerous grant applications this fnancial year; we are pleased to say that all have been successful again. We have also submitted a new Lottery grantapplication for thenext fnancial

		year,this is pending over the next few months. This will put us in a good fnancialposition for the coming year.
Investment performance against objectives	Para 1.41	N/A
Other

Financial Review

Financial Review
Review of the charity’s fnancial position at the end of the period	Para 1.21	We have reviewed our fnancial position, and we are in a good place to start thenext fnancialyear.
Statement explaining the policy for holding reserves stating why they areheld	Para 1.22	We hold reserves as a contingency against any unforeseen expenditure.
Amountof reservesheld	Para 1.22	£25000
Reasons for holding zero reserves	Para 1.22
Details of fund materially indefcit	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 realise the need to continue to fund raise, seek out new funding streams to ease concerns about future hikes in cost of living and project running costs.

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 and running costs.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document	Para 1.25	Constitution


How is the charity constituted?	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 moretrustees	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 Para 1.51 and training of trustees The charity’s organisational structure Para 1.51 and any wider network with which the charity works Relationship with any Para 1.51 related parties Other

Reference and Administrative details

Charityname	MOORLANDSTAR
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	Ofce (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
Cllr 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 thisfalls within the custodian charity’s objects

Details of arrangements N/A for 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

MOORLAND STAR

INCOME & EXPENDITURE ACCOUNT FOR THE PERIOD

1 APRIL 2024 TO 31 MARCH 2025

MOORLAND STAR

INCOME & EXPENDITURE ACCOUNT

FOR THE PERIOD

1 APRIL 2024 TO 31 MARCH 2025

INCOME Notes GRANTS AND DONATIONS 1 BANK INTEREST ACTIVITIES AND FEES EXPENDITURE INSURANCE ACTIVITIES COSTS TRAINING ESTABLISHMENT COSTS WAGES & SALARIES Surplus of Income over Expenditure Accumulated surplus b/fwd Total funds Represented by Bank balance	2025 £ 80,033.28 0.00 13,687.82 93,721.10 905.75 16,448.92 0.00 16,782.02 55,062.32 89,199.01 4,522.09 87,871.23 92,393.32 92,393.32 92,393.32	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
	92,393.32	77,328.36

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 2025.

………………………………………. Chairman

Dated ……………………..

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

01-Sep-25

MOORLAND STAR

INCOME & EXPENDITURE ACCOUNT FOR THE PERIOD 1 APRIL 2024 TO 31 MARCH 2025

Notes

1 Grants and donations

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

	Held at start of period	Received in period	Used in period	Remaining at end of period	Purpose
	£	£	£	£
COMMUNITY FOUNDATON WALES	3,800.00	5,000.00	6,380.00	2,420.00	Community activities
NATIONAL LOTTERY COMMUNITY FUND	20,101.11	29,609.00	49,710.11	-	Community activities
FITNESS & FLEX	14.02	-	14.02	-	Wellbeing acivities
CARDIFF COUNTY COUNCIL POVERTY GRANT - CAPITAL	307.28	-	307.28	-	Food related capital expenditure
CARDIFF COUNTY COUNCIL POVERTY GRANT - REVENUE	85.39	-	85.39	-	Food related revenue expenditure
LSI	-	1,000.00	1,000.00	-	Food related expenditure
MARY HOMFRAY TRUST	-	5,000.00	5,000.00	-	Community activities
ALLEN LANE FOUNDATION	-	5,000.00	-	5,000.00	Community activities

The following amounts were received during the period for unrestricted purposes

	£
CARDIFF COUNTY COUNCIL	20,919.28
CARDIFF COUNTY COUNCIL COHESION	1,500.00
TESCO GROUNDWORK	1,625.00
ARNOLD CLARKE	2,500.00
MOONDANCE FOUNDATION	5,400.00
WARM SPACES	2,480.00

Trustees’ Annual Report for the period

From 04/04/25 Period end date 04/04/26

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	We provide a subsidised two-course hot cooked lunch for those over 50+ years in our local community & surrounding areas of Cardiff. To reduce isolation & loneliness amongst our ageing community and promote a stimulating & safe environment for all users of the centre.
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 11am 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 Weworkcloselywithotheragencies

		and signpost users where appropriate
Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission on public beneft	Para 1.18	The Board of trustees consider with the staf current activities & new ideas; these are discussed regularly at quarterly Board meeting with all members. The board takes guidance from the charity commission regular updates.

SORP reference

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

	SORP reference
Policy on grant making	Para 1.38	We continue to learn and have gained skills and successfully securing funding from grant making bodies; we have & undertaken advice & guidance on grant applications for future funding bids from local volunteer charities & the National lotteryteam.
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	The contributions made by volunteers is immeasurable as we now have a strong team of 6 people on the team, the centre would not be able to run efectively without the time & efort 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 few months. We are looking to move to a temporary venue nearby while our building is being redeveloped. We will be returning to the original site when the project is complete in approx. 18/24 months.

Achievements and Performance

SORP reference

Summary of the main achievements of the charity, identifying the diference the charity’s work has made to the circumstances of its benefciaries and any wider benefts to society as a whole.	Para 1.20	We are still feeling the efects of the pandemic but through our eforts to Increase numbers, going out & talking to our local community, building relationships with housing teams, & community housing associations. We are pleased to say that numbers have increased in the past year. We also conducted a user new survey recently that demonstrates the continued need for our services. The survey reassured us that Moorland Star provided & continues to provide a vital provision in the area, its aims and objectives still relevant to the needs of the community. We were able to secure funding from various charities, that have continued to support us. We have 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. We have seen the negative efects this is having on our members. The ‘free cofee & chat’ provision allows our users to keep warm, save fuel use in their homes & socialise with their friends and reduce anxiety. We are proud that we were able to continue to maintain our core aims & objectives through continuing difcult 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 July this year analysing our strengths & looking to improve areas that can be strengthened. This will the collaboration of our board & members.
Performance of fundraising activities against objectives set	Para 1.41	There remains a lot of challenges due to the current economic crisis. We have gained more knowledge of fundraising, making successful grant applications. We have put in numerous grant applications this fnancial year; we are pleased to say that all have been successful again. We have also submitted a new Lottery grantapplication for thenext fnancial

		year,this is pending over the next few months. This will put us in a good fnancialposition for the coming year.
Investment performance against objectives	Para 1.41	N/A
Other

Financial Review

Financial Review
Review of the charity’s fnancial position at the end of the period	Para 1.21	We have reviewed our fnancial position, and we are in a good place to start thenext fnancialyear.
Statement explaining the policy for holding reserves stating why they areheld	Para 1.22	We hold reserves as a contingency against any unforeseen expenditure.
Amountof reservesheld	Para 1.22	£25000
Reasons for holding zero reserves	Para 1.22
Details of fund materially indefcit	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 realise the need to continue to fund raise, seek out new funding streams to ease concerns about future hikes in cost of living and project running costs.

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 and running costs.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document	Para 1.25	Constitution


How is the charity constituted?	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 moretrustees	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:

Reference and Administrative details

Charityname	MOORLANDSTAR
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	Ofce (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
Cllr 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 thisfalls within the custodian charity’s objects

Details of arrangements N/A for 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