OpenCharities

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

2023-11-30-accounts

Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report for theperiod for theperiod for theperiod
From Period start date To Period end date
Day
1st
Month
Dec
Year
2022
Day
30th
Month
Nov
Year
2023
Section A Reference and administration details
Charity name
Other names charity is known by
Registered charity number (if any)
Charity's principal address
Longbarn Residents’ Association Longbarn Residents’ Association
LRA
1170309

The Woodlands Centre, Kassia Academy
Fallowfield Grove
Warrington, Cheshire
Postcode WA2 0QQ

Names of the charity trustees who manage the charity

1
2
3
4
5
(6)
6
7
8
9
Trustee name Office (if any) Dates acted if not for
whole year
Name of person (or
body) entitled to appoint
trustee (if any)
Geoff Orange Chair
Bob McLaughlan Vice Chair
Nicola Taylor Treasurer
Paul Adams Secretary
Rosa Dale
Chris Merritt 1.12.2022-19.3.2023
Katy Wallace 13.6.2023-30.11.2023 Board of Trustees
David Pearson
Lynn Colter-
Howard
Howard Klein

Names and addresses of advisers (Optional information)

Type of adviser
Name
Address
Type of adviser
Name
Address
Type of adviser
Name
Address
Member of town’s help
and advice group
Mr Bryan Dargie Warrington Voluntary Action, The Gateway, Sankey
Street, Warrington, Cheshire WA1 1SR

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

N/A

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document Constitution, adopted 20th October 2016 (amended (i) 9 June 2018; amended (ii) 12 March 2019) (eg. trust deed, constitution)

How the charity is constituted Association consists of all residents of Longbarn in north east Warrington ~ approximately 2,600 eligible members. (eg. trust, association, company) Trustee selection methods Trustees are appointed from among the residents of Longbarn. (eg. appointed by, elected by)

Additional governance issues (Optional information)

Youmay chooseto 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.
LRA is a charitable incorporated organisation (CIO). Our 9 Charity
Trustees are the members of the CIO, & delegate the day to day
running of the Association to our Management Committee.
We have Terms of Reference & Governing Principles for each of the
2 tiers of our governance structure which serve, inter alia, as useful
training aids, as part of an induction pack, as new Trustees or
Management Committee members join us.
All Trustees & Management Committee members give their time
voluntarily & receive no remuneration nor other reward.
There is a Safeguarding Policy in place, & a Communications
Strategy serves to maximise & maintain open, 2-way dialogue with
our residents.
Public Liability Insurance is current in the amount of £10 million.
LRA is a member of the National Organisation of Residents’
Associations which provides helpful advice.
LRA works enthusiastically in partnership with a range of local civic,
business & educational stakeholders & sponsors, including Poulton
with Fearnhead Parish Council, Warrington Borough Council,
Padgate Village Club, Mukti’s Mini Supermarket, Wind in the
Willows children’s nursery, Kassia Academy, Station House Pub &
Dining, Elm Tree Financial Services, Greencore Foods, Cheshire
Community Foundation, Co-Op Community Fund, Lottery
Community Fund, Muir Group Housing Ltd, Warrington Housing
Association, TORUS Housing Association, Cheshire Fire & Rescue
Service, Cheshire Police, Northern Rail, & The Land Trust. We have
an established liaison with our MP Charlotte Nichols; & have a great
relationship with Warrington Voluntary Action which provides us with
outstanding advice, guidance & training services.

Section C Objectives and activities

Summary of the objects of
the charity set out in its
governing document
Summary of the main
activities undertaken for
the public benefit in
relation to these objects
(include within this section
the statutory declaration
that trustees have had
regard to the guidance
issued by the Charity
Commission on public
benefit)
(a) To promote the benefit of the inhabitants of Longbarn
(Warrington) & the surrounding area not catered for by an adjoining
residents’ association, without distinction of sex, sexual orientation,
nationality, age, disability, race, or political, religious or other
opinions, by associating together our community & the statutory
authorities, voluntary & other organisations in a common effort to
promote good health & wellbeing, advance education & to provide
facilities in the interests of social welfare for recreation & leisure-
time occupation with the object of improving the conditions of life
for our people;
(b) to promote such other charitable purposes (charitable under
English law) in the area of benefit as the Trustees may from time to
time determine.
When planning our activities for the year we have kept in mind The
Charity Commission’s Guidance on Public Benefit at our Trustee
meetings.
Our focus is our people ~ our residents ~ with a programme of
events & activities that provides benefit for the whole community.
And we have developed our logo & our strapline in that vein ~
We welcome all people regardless of background, faith, gender or
personal circumstances & we passionately believe that our state of
openness enriches everyone through the sharing of the life
experiences of our membership, & our wonderful team of
volunteers.
“Working together for our Community”
LO N G BA R N
RESIDENTS’ ASSOCIATION
Registered Charity No. 1170309

Additional details of objectives and activities (Optional information)

You may choose to include We empathise fiercely with the people we serve. We care intensely further statements, where about the work that our volunteers do. Our volunteers are the relevant, about: lifeblood of our Association & without them, we would not be able to • deliver the wide range of diverse events & activities to our members policy on grant-making; contained in our portfolio, nor achieve the success we have enjoyed • policy programme related in running them.

Section D Achievements and performance

Determined to maintain a strong sense of community & social connectivity Summary of the post-COVID, at a time when there was still, understandably, a wariness main achievements amongst our people about getting involved in group activities, we carefully of the charity during & sensitively reintroduced our full programme of activities, maintaining the year direct engagement with our community with our 6-weekly Newsletter (delivered free through every letterbox in Longbarn by our marvellous team of volunteers) & residents’ meetings, & by maximising our website & social media to make it all happen. In turn,

Safeguarded & supervised by our amazing team of volunteers, we delivered a host of events & activities which helped us meet our major driver for the community. That is, we believe that social participation creates mutual trust among individuals, which forms the basis for shared responsibility for our community & society at large.

Section D Achievements and performance

Section D Achievements and performance

Section E Financial review

We have 3 accounts with Barclays Bank: an LRA current account Brief statement of the which we maintain to the tune of £2K to provide for petty cash; an charity’s policy on reserves LRA Bowling Club account; & a ‘Restricted Funds’ account in which the monies are earmarked for specific activity or outlay (eg, Community Fun Day). Our policy on reserves is simply that we have none. Our Treasurer is a qualified accountant; works for a local accountancy firm; & does an exceptionally good job for us (Thanks, Nicola ). And with our Management Committee & Trustees, we plan activity & spend within our means. Details of any funds Not applicable materially in deficit

Further financial review details (Optional information)

You may choose to include None additional information, where relevant about: • the charity’s principal sources of funds (including any fundraising);

Section F Other optional information

Formed in August 2012, & operating as a charitable incorporated organisation since 20 October 2016, Longbarn Residents’ Association has been safeguarding our community infrastructure & providing leisure opportunities to our residents for 11 years. And it has done so with outstanding leadership provided by our Management Committee & Board of Trustees. So sad then to reflect that we lost 1 of our treasured colleagues, Chris Merritt, who passed away on 19 March. God bless him.

Delighted in turn to welcome Katy Wallace to our Board of Trustees.

In 2023 our contribution to our residents’ morale, health & wellbeing was better than ever. We’ve looked after our environment & highways & byways (in which we take great pride, by the way). We’ve provided opportunities to enjoy some free & subsidised entertainment, have a laugh, & raise loads of money for charity into the bargain.

We’re a powerful coalition of residents & volunteers & local service providers, & we’re immensely proud that our Association continues to pull together, determined to support our residents to the best of our ability.

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature Full name Paul Adams Position Secretary & Trustee Date 16 July 2024

LONGBARN RESIDENTS ASSOCIATION

SUMMARY INCOME AND EXPENDITURE ACCOUNT TO 30TH NOVEMBER 2023

INCOME
EXPENSES
SURPLUS/(DEFICIT) FOR PERIOD
FUNDS BROUGHT FORWARD
FUNDS TO CARRY FORWARD
Represented by:
Bank - current account
Bank - reserve account
Memo: Bowling Club Accounts Summary (Nov'23)
Income - Donations
Expenditure
Bank Balance
£
14,054.22
20,091.63
-6,037.41
34,677.26
28,639.85
3,695.10
24,944.75
28,639.85
8,160.00
3,028.88
5,131.12