**Charity Registration Number:**
**1170877**
# **IGA – LEARNING CIO**
# **(A Charitable Incorporated Organisation)**
# **TRUSTEES’ ANNUAL REPORT AND FINANCIAL STATEMENTS**
**Year Ending 31[st] March 2022**
March **2022**
1
## **IGA – LEARNING CIO**
## **CONTENTS**
||**Page**||
|---|---|---|
|Members of the Board and Professional Advisers|3||
|Trustees Annual Report||4|
|Receipts ad Payments Accounts||9|
|Statement of Assets and Liabilities||10|
|Notes to the Financial Statements||11|
March **2022**
2
## **IGA – LEARNING CIO**
## **MEMBERS OF HE BOARD AND PROFESSIONAL ADVISORS**
## **Registered Charity Name**
IGA – Learning CIO
## **Charity Number**
## **Registered Office**
## **Trustees**
## **Bankers**
1170877 18 Parkside Gardens Royton Oldham OL2 6GA Jean-Claude Niyongira Adrian Alexander Lurdes Raw Stephen Gordon Hewitt Co –Operative Bank 12 Market Place Spindles Town Centre Shopping Centre Oldham OL1 1HE
March **2022**
3
**----- Start of picture text -----**
Trustees' Annual Report for the period
Period start date Period end date
Day Month Year Day Month Year
From 1st April 2021 To 31st March 2022
**----- End of picture text -----**
## **Trustees' Annual Report for the period**
## Section A Reference and administration details
**Charity name** IGA-Learning CIO **Other names charity is known by** N/A **Registered charity number (if any)** 1170877 **Charity's principal address** 18 Parkside Gardens Royton Oldham **Postcode** OL2 6GA
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Jean-Claude Chair
1
Niyongira
2 Lurdes Raw Treasurer
3 Peggy Simanga Secretary
4 Stephen Hewitt Chair elect
5 Adrian Alexander Vice Chair
**----- End 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)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution (review date September 2022) Type of governing document
- (eg. trust deed, constitution)
Charitable Incorporated Organisation (CIO) How the charity is constituted
March **2022**
4
(eg. trust, association, company)
## Trustee selection methods
## Elected from Membership
- (eg. appointed by, elected by)
## **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.
Policies and procedures:
Risk management Safeguarding vulnerable beneficiaries Conflicts of interest Volunteer management Complaints handling Paying staf
Relationship with:
Northern Roots project Community Spaces
- Consideration of risks and plans to manage them:
Break down of the Minibus, No funding, create new source of funding lending out the bus for donation, Funds from IGA Community Shop.
## **Section C Objectives and activities**
We deliver free English and computer classes to people who cannot access statutory education. We support people to be part of their community, reduce isolation, increase participation through various enjoyable activities and encourage socializing. We support people with form filling, life skills, housing issues, interpretation services and advocacy as well as signposting them to the right services.
**Summary of the objects of the charity set out in its governing document**
To ensure our local community has access to education in literacy, numeracy, technology and to promote social inclusion, health and well-being for people in the local area so that they are better equipped to take employment or to progress in their learning to higher education.
To provide high quality literacy, numeracy and technology education, we also promote social inclusion and wellbeing. We aim to sign post our learners’ abilities work with the public and private organisations in order to meet the education, training and work experience needs of the learners.
March **2022**
5
Our beneficiaries are currently involved in a variety of activities, mainly in English language and food sessions. Our learners now have much more developed linguistic skills and are more confident to communicate with those around them and have well integrated in the community as a result.
Among those who have left to do other things, a number of them have taken on employment thus being more able to provide for themselves and less likely to rely upon state benefits.
**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)**
Our food growing project at our allotment has massively improved, growing a variety of foods including African maize, potatoes, tomatoes, cabbages etc. Some of our produce have been given to the general public, helping to build new relationships between our beneficiaries and more established communities. Further, we have been able to work in partnership with the Northern Roots project (under the Oldham Council) growing African Maize due to their demand among our beneficiaries.
Via working in partnership with Community Spaces, we have been able to open a charity shop (IGA – Community Shop at 5 The Parade, Swinton, Manchester) which is a great asset to the charity as it helps not only to generate income for the charity but also, it has given a number our beneficiaries to take on volunteering opportunities.
We rent out our minibus for a small donation to other not for profit organisations enabling them to facilitate their community activities. With the minibus, we have also been taking beneficiaries for days out and expanded our working in partnership with other voluntary organisations including SOWN ( Support and Action for Women’s Network), Lazarus Ministries, and Get Oldham Working.
The trustees have regard to the guidance issued by the Charity Commission on public benefit, and discuss this at our trustees meetings where we plan and make decisions for the carrying out of our activities to which the guidance is relevant. Our volunteers also give a massive contribution to the everyday running and delivery of our objectives.
March **2022**
6
## **Additional details of objectives and activities (Optional information)**
IGA Advocacy: We have expanded our territory to advocate for our beneficiaries in areas including: applying for travel documents, opening bank accounts, applying for council houses, applying or driving licences, and support with health related issues.
Testimonials:
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Beneficiary 1 who recently graduated at Bolton University and now working said: Thank you very much for everything you did for me that today my dream has come true (27/08/2022).
Beneficiary 2 said: I am writing about this community sessions, I will like to continue with this community because , they are so wonderful community because I love there service. Thanks [26/09,2022]
Beneficiary 3 said. I have been in oldham for the last 6 years. IGA HELP did a lot for me. I really appreciate for your service whenever I need help with anything you always get it sorted for me. just want to say thank you for your help [26/09,2022]
Beneficiary 4 said: I am very grateful to have a community like you because you are very helpful to me. I want to use this opportunity to say a big thank to all your support. [26/09,2022]
## Section D Achievements and performance
March **2022**
7
## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
The opening of IGA – Community Shop which has been a great asset to the charity since we opened it towards the end March 2022 in terms of not only raising funds for the charity but also giving a number of beneficiaries to take on volunteering opportunities.
IGA Advocacy service has been very efective in meeting our beneficiaries’ social needs and there have numerous testimonies from individuals testifying how they have been supported in various ways.
Our working in partnership with the Northern Roots project (under the Oldham Council) will enable us to grow and sell African Maize at a big scale in the years to come, hence generating extra income for the charity.
Last but not least, we have successfully been able to apply small grants and to raise donations through our minibus.
## **Section E Financial review**
## **Brief statement of the charity’s policy on reserves**
Our reserves policy is to hold 3 months costs (expenditure) in free reserves (unrestricted funds) to ensure all costs are covered and the charity is sustainable as a going concern.
**Details of any funds materially in deficit**
None
## **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
March **2022**
8
**----- Start of picture text -----**
adopted.
**----- End of picture text -----**
## **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)** Stephen Hewitt Jean –Claude Niyongira **Full name(s)** Stephen Gordon Hewitt **Position (eg Secretary,** Trustee Chair **Chair, etc) Date** 30/01/2023
## **IGA – LEARNING CIO RECEITS AND PAYMENTS ACCOUNT FOR THE YEAR ENDING 31[ST] MARCH 2022**
March **2022**
9
|**Receipts**
Grants
Donations
**TOTAL Receipts**
**EXPENDITURE**
Volunteers
Tutors
Sessional Workers
Allotment
Venue Hire
Minibus Expenses
Fuel
Equipment
Building Maintenance
Broadband
Stationery
Training & Courses
Public Liability Insurance
Professional & Legal Fees
House Keeping
Accounts Costs
Bank Charges
Sundries
**TOTAL PAYMENTS**
**TOTAL FUNDS BROUGHT FORWARD**
**TOTAL FUNDS CARRIED FORWARD**
Cash Funds
Bank 31/03/2022|**Unrestrict**
**ed Funds**
**2022**
**Restrict**
**ed**
**Funds**
**2022**
£
£
9977
2456
**2456**
**9977**
0
0
3250.00
1550.00
1000.00
0
850.00
0
0
1365.00
0
200.00
0
600
690.00
2700.00
0
0
770.00
233.00
300.00
0
0
135.00
0
0
0.00
300.00
0
0
0
0
0
**7,083**
**6,860**|**TOTAL**
**FUNDS**
**2022**
**TOTAL**
**FUND**
**S**
**2021**
£
£
9977
11,454
2456
2,907
**12,433**
**14,36**
**1**
0
0
3250.00
1490
2550.00
430
850.00
332.11
0
332
1365.00
1,865.0
4
200.00
143.98
1290.00
419.95
2700.00
995
770.00
763.20
533.00
13.50
0
0
135.00
140
0.00
5,460.0
0
300.00
0
0
0
0
0
**13,943**
**12,053**
**10,660**
**9,150.1**
**5**
9,150.1
5|
|---|---|---|
||**2,363**
**8,298**||
||**2490.83**
**6659.32**||
**IGA – LEARNING CIO STATEMENT OF ASSETS AND LIABITIES AS AT 31[ST] MARCH 2022**
March **2022**
10
||**Total**|**Total**|
|---|---|---|
||**Funds**|**Fund**|
||**2022**|**s**|
||**£**|**2021**|
|||**£**|
|**ASSETS**|||
|Cash Fund|**9,150.1**|**1066**|
||**5**|**0**|
|**LIABILITIES**|||
|Account costs:|**£**|**£**|
|Support Work|**0**|**0**|
|Fee for Independent Examination|**0**|**0**|
|**Total**|**0**|**0**|
Financial statements were approved by the Board of Trustees on 30/01/2023 and signed on their behalf:
Signed Stephen Hewitt
……………..
Name Stephen Gordon Hewitt ………...
Trustee
## **IGA – LEARNING CIO**
March **2022**
11
## **NOTES TO THE FINANCIAL STATEMENTS**
## **FOR THE YEAR ENDING 31[ST] MARCH 2022**
## **1. Receipts and payments accounts**
Receipts and payments accounts are statements that summarise the movement of cash into and out of the organisation during the financial year. In this context “cash” includes cash equivalents, for example, bank accounts where cash can be readily withdrawn to pay for debts as they become due.
## **2. Grants**
**Total Fund**
## **Total Fund**
**2022**
## **2021**
|||£11,45|
|---|---|---|
|Awards For All
|£9,977|4|
## **3. Donations**
**----- Start of picture text -----**
Total Total
Fund Fund
2022 2021
£ £
General Donations 82
Web Application Donation 0 0
Minibus Donation 2456 2825
Bolton University Donation 0 0
Unite Taxi Education Donation 0 0
NCS Donation 0 0
Total 2456 2907
**----- End of picture text -----**
## **4. Fund Analysis**
**----- Start of picture text -----**
Unrestricted Restricted TOTAL
Funds Funds FUND
2022 2022 S
£ £ 2022
£
TOTAL INCOME 2456 9977 12,433
TOTAL EXPENDITURE 7083 6860 13943
TOTAL FUNDS BROUGHT FORWARD 2363 8298 10660
TOTAL FUNDS CARRIED FORWARD 2490.83 6659.32 9150.1
5
CASH FUNDS
BANK 9150.1
5
0
**----- End of picture text -----**
diference
March **2022**
12