Charity Registration Number: 1170877
IGA – LEARNING CIO
(A Charitable Incorporated Organisation)
TRUSTEES’ ANNUAL REPORT AND FINANCIAL STATEMENTS
Year Ending 31[st] March 2024
March 2024
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 2024
2
IGA – LEARNING CIO
MEMBERS OF HE BOARD AND PROFESSIONAL ADVISORS
Registered Charity Name IGA – Learning CIO Charity Number 1170877 Registered Office 18 Parkside Gardens Royton Oldham OL2 6GA Trustees Jean-Claude Niyongira Adrian Alexander Lurdes Raw Stephen Gordon Hewitt Bankers Co –Operative Bank 12 Market Place Spindles Town Centre Shopping Centre Oldham OL1 1HE
March 2024
3
==> picture [82 x 61] intentionally omitted <==
Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | Period end date | ||||
|---|---|---|---|---|---|---|---|
| Day | Month | Year | Day | Month | Year | ||
| **From ** | 1st | April | 2023 | To | 31st | March | 2024 |
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
| 1 2 3 4 5 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Jean-Claude Niyongira |
Chair | |||
| Lurdes Raw | Treasurer | |||
| Rionne Mukasafari | Secretary | |||
| Stephen Hewitt | Trustee | |||
| Adrian Alexander | Trustee | |||
| 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 October 2023) Type of governing document
- (eg. trust deed, constitution)
Charitable Incorporated Organisation (CIO) How the charity is constituted
- (eg. trust, association, company)
Elected from Membership Trustee selection methods
- (eg. appointed by, elected by)
March 2024
4
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 staff
- 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 wellbeing 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 2024
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)
At our allotment, we provide volunteering working days, allowing our community access to eco-therapy, growing a multitude of fruit and vegetables (including spinach, tomatoes, courgettes, onions, and beans). Volunteers learn about growing their own food, as well as healthy eating, while the labour involved increases physical activity. During time on the allotment, our members meet others and socialise, working to overcome social isolation and foster a sense of community.
.
we now host monthly exotic food events (free to attend). The events are a wonderful opportunity for socialising, and particularly mixing between cultures. They give people the chance to talk to people they might not ordinarily come across and try foods they might assume they won’t like. This opens up lines of conversation, and food acts as a great ice breaker, with enjoyment of food being a universal language.
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) and Lazarus Ministries.
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 2024
6
Additional details of objectives and activities (Optional information)
IGA Advocacy:
We continue to advocate for our beneficiaries in areas including: applying for council houses and support with health related issues.
Testimonials:
You may choose to include further statements, where relevant, about:
Beneficiary 1 stated: Thank you so much for the support you've offered me. Coming to Exotic Food Events has helped to get out of my house and meet people from different background and cultures while enjoying different types of foods. I have also made new friends.
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
Beneficiary 2 stated: By attending English classes at IGA, I've been able to improve my speaking and writing and a result which largely helped me to get a job. I'm so grateful for all your support.
Beneficiary 3 stated: Via these community sessions, I have been helped to apply for an accommodation and benefits. It is a wonderful service and I'm sure many people benefit from it.
Section D Achievements and erformance p
Summary of the main achievements of the charity during the year
We have been providing free English and IT training, life skills, housing issues support, interpretation services, advocacy, and well-being activities for the residents of Oldham. We predominantly work with individuals new to England who are struggling to establish themselves due to a language barriers, a lack of employment skills, and social exclusion. There is high demand for and large uptake of our services, with needs ranging from basic language skills to individuals facing serious social, economic, and employment hardship, thus requiring intensive support. We have established strong relationships with partner organisations in Oldham including First Choice Homes, Voluntary Action Oldham, and Oldham Group of Churches. Via these relationships we are able to signpost residents to support and help suited to their individual needs. During Exotic Food Events, our community is invited to sample a selection of cuisines that represent the abundance of cultures that exist within Oldham (including African food, Pakistani food, Asian food, and much more). IGA-Learning has access to three community centers offered by First Choice Homes (free of charge) and provides the ingredients which are prepared by volunteers. Attendance is completely free, as is all the food and refreshments on offer. The events are a wonderful opportunity for socialising, and particularly mixing between cultures.
Section E Financial review
March 2024
7
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 adopted.
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, Chair, Trustee Chair etc) Date 24/01/2024
March 2024
8
IGA – LEARNING CIO RECEITS AND PAYMENTS ACCOUNT FOR THE YEAR ENDING 31[ST] MARCH 2024
| Receipts Grants Donations TOTAL Receipts EXPENDITURE Volunteers Tutors Sessional Workers Allotment Venue Hire Minibus Expenses Fuel Equipment Building Maintenance Internet Stationery Training & Courses Public Liability Insurance Professional & Legal Fees Food events Accounts Costs Bank Charges Sundries TOTAL PAYMENTS TOTAL FUNDS BROUGHT FORWARD TOTAL FUNDS CARRIED FORWARD Cash Funds Bank 31/03/2024 |
Unrestricted Funds 2023 Restricted Funds 2023 £ £ 2681. 16 9974 2681.16 9974 0.00 870 0.00 750.00 5760.00 420.00 1270.00 0.00 0.00 1265.00 0.00 320.00 0.00 430.40 380.00 0.00 0.00 0.00 315.72 477.72 270.00 0.00 0.00 135.00 0.00 0.00 0.00 00.00 2750.00 0.00 0.00 0.00 0.00 3,782.72 11,615.72 |
Unrestricted Funds 2023 Restricted Funds 2023 £ £ 2681. 16 9974 2681.16 9974 0.00 870 0.00 750.00 5760.00 420.00 1270.00 0.00 0.00 1265.00 0.00 320.00 0.00 430.40 380.00 0.00 0.00 0.00 315.72 477.72 270.00 0.00 0.00 135.00 0.00 0.00 0.00 00.00 2750.00 0.00 0.00 0.00 0.00 3,782.72 11,615.72 |
TOTAL FUNDS 2023 TOTAL FUNDS 2022 £ £ 2681.16 9977 9974 2456 12655.16 12,433 870.00 0.00 0.00 3250.00 6510.00 2550.00 1690.00 850.00 0.00 0.00 1265.00 1365.00 320.00 200.00 810.40 1290.00 0.00 2700.00 315.72 770.00 747.72 533.00 0.00 0.00 135.00 135.00 0.00 0.00 2750.00 300.00 0.00 0.00 0.00 0.00 15398.44 13,943 9,150.15 6,406.87 6,406.87 |
|---|---|---|---|
| 2490.83 6659.32 |
9,150.15 | ||
| 1389.27 5017.60 |
March 2024
9
IGA – LEARNING CIO
STATEMENT OF ASSETS AND LIABITIES AS AT 31[ST] MARCH 2024
| Total | Total | |
|---|---|---|
| Funds | Funds | |
| 2023 | 2022 | |
| £ | £ | |
| ASSETS | ||
| Cash Fund | 6,406.87 | 9,150.15 |
| 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 24/01/2024 and signed on their behalf:
Signed Stephen Hewitt ……………..
Name Stephen Gordon Hewitt ………...
Trustee
March 2024
10
IGA – LEARNING CIO
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDING 31[ST] MARCH 2024
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 2023 2022 Awards For All £9,974 £9,977
3. Donations
| Total Fund 2023 £ |
Total Fund 2022 £ |
|
|---|---|---|
| General Donations | 0 | 0 |
| Web Application Donation | 0 | 0 |
| Minibus Donation | 710 | 2456 |
| BoltonUniversityDonation | 0 | 0 |
| Unite Taxi Education Donation | 0 | 0 |
| IGACommunity Shop | 1971.16 | 0 |
| **Total ** | 2681.16 | 2456 |
4. Fund Analysis
| Unrestricted Funds 2023 £ |
Restricted Funds 2023 £ |
TOTAL FUNDS 2023 £ |
|
|---|---|---|---|
| TOTAL INCOME | 2681.16 | 9974 | 12655.16 |
| TOTAL EXPENDITURE | 3,782.72 | 11,615.72 | 15398.44 |
| TOTAL FUNDS BROUGHT FORWARD | 2490.83 | 6659.32 | 9,150.15 |
| TOTAL FUNDS CARRIED FORWARD | 1389.27 | 5017.60 | 6,406.87 |
| CASH FUNDS | |||
| BANK |
0 difference
March 2024
11