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Trustees' Annual Report for the period
Period start date Period end date
T
31 01 2020 31 01 2021
From o
Section A Reference and administration
details
Charity name Sharing Lives
Other names charity is known by
Registered charity number (if
1172541
any)
Charity's principal address The King’s Centre
Chessington
Surrey
Postcode KT9 2GZ
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## **Names of the charity trustees who manage the charity**
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Name of person (or
Dates acted if not for body) entitled to
Trustee name Office (if any)
whole year appoint trustee (if
any)
1 Andrew Wyatt Chair of Trustees
Dafydd Meirion- Trustee 1 [st] February – 19 Trustees
2
Jones August 2020
Paul Reisinger Trustee/Operation
3
s Manager
Michelle Trustee
4
Reisinger
5 Graeme Gentry Trustee
6 Caroline Gentry Trustee
7 Marie Green Trustee
8
9
10
11
12
13
14
15
16
17
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1 March **2012**
**TAR**
18 19 20
**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**
- Type of governing document (eg. trust deed, constitution)
How the charity is constituted (eg. trust, association, company)
Trustee selection methods
- (eg. appointed by, elected by)
Constitution
CIO
Appointed by trustees One nominated appointee by Chessington Evangelical Church (now Kings Church Chessington)
## **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
A difficult year of limited operation at Sharing Lives, due to the Covid-19 virus and its impact on the country as a whole. This meant that almost all our operational activity had to be undertaken through telephone contact with beneficiaries, and then, as lockdown lifted, through very limited contact on the doorstep. Our volunteers were very mindful of the necessary restrictions, and all completed sensible risk-assessments in keeping contact with their beneficiaries.
The pandemic meant that we were not able to grow the charity as we would have liked.
- Risk assessment reviews were undertaken to bring them in line with government guidelines.
- Home visiting and other indoor events) were suspended, however we continued to support our beneficiaries via telephone contact, shopping, door step visits with gifts (jam and cakes, puzzles, and other items), and meeting
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major risks and the system and procedures to manage them.
other support needs that they were unable to do for themselves.
- We had 3 beneficiaries pass away during this time, and were able to support the families including speaking a tribute at a funeral.
- Although Men’s Shed was shut we supplied some of the men with materials to give them the opportunity of preparing and making things relating to Men Shed projects.
The Operational Manager had operated on a one-year fixed term (part time 1 day per week) contract, but Paul Reisinger, one of the founding managing Trustees, felt he should withdraw from this paid role and since then has undertaken his duties on a voluntary basis, for which we are very grateful.
A number of policies were again reviewed throughout the year. These included the Safeguarding Policy and Lone working.
Kathy Birch continued in the administration team, volunteering her time weekly to support the Trustees, Paul and the team with administration and organisational support.
Marie Green had been appointed as a Trustee in January 2020 and brings invaluable social work experience and knowledge of disability to the team. One of our Trustees, Daf Meirion-Jones, moved away during the year to a new job, so felt he had to resign, but has asked to stay in touch with us. We are exploring the possibility of replacing him.
The Trustees have established a risk register which has become a standing agenda item at Trustee meetings. The Operational Manager regularly reviews the risks and reports on these to the Trustees.
GDPR has been high on the Trustees considerations and technical solutions to paper based starting positions are still being considered. Sharing Lives engaged an external consultant to look at our electronic document storage, email security and mailing lists. This is work that is running alongside website development into 2021.
This work has continued to the point where the Sharing Lives website is almost ready for use. A website specialist was recruited as a volunteer and it is anticipated that he will be able to start maintaining the site next year.
Most of Sharing Lives income comes from one-off donations although our tally of smaller individual and regular financial supporters is slowly growing. Some Gift Aid claims were made in the reporting period. It is still the organisations strategic objective to move towards a larger number of individual supporters being topped up with one-off gifts rather than being dependent on the larger organisational support that we are really pleased and thankful for. Our strategic aim is to achieve sustainable growth. The website has a ‘Donate’ button which we are hoping will assist in raising funds from a wider audience.
Please see separate spreadsheet for detailed annual financial
3 March **2012**
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report.
We have an ongoing relationship with a local charity (Staywell) who refer beneficiaries to Sharing Lives, though this year we were not able to take any new referrals due to the epidemic. Several Trustees have now been trained in level 2 Safeguarding of Adults and the safeguarding policies refreshed after a thorough review.
Operational Management Meetings 27th Feb 20 16th April 20 4th June 20 16th July 20 3rd Sept 20 22nd Oct Trustees Meetings 15[th] February 2020 4th July 20 7th Nov 20
We have largely kept our body of Volunteers including Trustees, with 18 Beneficiaries being visited weekly, including 2 families. We have experienced the usual low turnover of volunteers.
We were pleased to cultivate continued partnerships with Chessington Evangelical Church, Hook Church and Emmanuel Epsom, the three churches who provide the vast majority of our volunteers.
Monthly operational management meetings have taken place, being held on Zoom when face to face meetings were not permissible.
Unfortunately this year we were not able to organise events for volunteers due to the pandemic, though we kept in regular telephone and email communication.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
To advance the Christian faith and share the love of Jesus for the benefit of the public in Chessington, Epsom, Kingston-uponThames and the surrounding areas in accordance with the statements of belief appearing in schedule 1.
In order to advance the Christian faith, in addition to living out, sharing and demonstrating the love of Christ, we undertake the following:
1. Seek to advance the Christian faith and engage more people in following the Christian faith by making Bibles and Christian literature available. Distributing this both door to door and making it available in the community centre and other public spaces.
2. Offer free transport to those wishing to attend worship services, Bible studies and church events, including educational, social and spiritual activities for people of all
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ages.
3. Undertake personal Bible study with beneficiaries who wish to take part in such acts of worship corporately or individually.
4. Through all the above, improve the moral and ethical framework of the lives of people of all ages, and also the moral and ethical framework of the local surrounding communities within which we work.
The relief of those in need by reason of youth, age, ill health, social or economic circumstances or other disadvantage by the provision of services designed to improve their life skills, employment opportunities and reduce their social isolation and through sharing the love of Jesus.
Ongoing partnership with Staywell, Your Healthcare and Stags Barbers are supporting organisations.
The Community garden is now built and an agreement has been completed for use of the land with access roads and paths planned for completion early 2021.
We have continued to share the Gospel of Jesus with our beneficiaries as they explore our motivations. Sharing the love of Jesus is at the heart of what we do.
**Summary of the main activities undertaken for** Fundraising – Over the course of the year, our regular giving **the public benefit in** has increased slowly through individual standing orders and **relation to these objects** the larger single gifts slightly reduced. This is in line with the **(include within this** intended and preferred direction of fundraising. **section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
5 March **2012**
**TAR**
All activity in this year has been through volunteer support and the work of the Operational Manager.
We have 20 volunteers (including 6 trustees), visit 18 beneficiaries/clients through our befriending service.
You **may choose** to include further statements, where relevant, about:
- ●policy on grantmaking;
- ●policy programme related investment;
We have one volunteer who is responsible for book keeping and preparation of accounts, and who supports strongly with administration of the Charity and management functions.
One person was employed in September 2019. Paul Reisinger has received payment for delivering the charitable services and administrating the charity in this financial year, though he stood down in September 2020.
- ●contribution made by volunteers.
## Section D Achievements and performance
6 March **2012**
**TAR**
## **Summary of the main achievements of the charity during the year**
Sharing Lives are really pleased that we have continued to stay in touch with people we befriend, to support them and to provide limited services to people in the community. The lonely and vulnerable have been hit particularly hard, so we anticipate that as the nation emerges from necessary restrictions over the coming year, there will be a rise in demand for our services.
Number of beneficiaries supported – 18 currently but this does not include one of our beneficiaries who has sadly died and another away into residential nursing home. So a total of 20 people have been helped through the befriending service this year.
The Men’s shed has largely had to suspend operations during the year.
The community garden was agreed by the council as long as the church wasn’t profiteering from its use, the planning stage and agreeing of funding was worked out until January 2019. The grand opening has had to be postponed to next year due to pandemic restrictions.
We have produced only 2 Newsletters over the period which has shared the activity of the charity with the community that supports it. This reflects the limited operational activity of the charity this year due to the need to prioritise everyone’s safety.
**Section E Financial review**
7 March **2012**
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## **Brief statement of the charity’s policy on reserves**
No reserves held except that may be used for operating in following years
**Details of any funds materially in deficit**
Nil
## **Further financial review details (Optional information)**
Organisations that support Sharing Lives:
You **may choose** to include additional information, where relevant about:
Your Healthcare Chessington Evangelical Church Hook Church Stags Barbers Emmanuel Epsom
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has Methods of other fundraising supported the key Just giving website objectives of the charity; Individual regular giving
- **●** investment policy and Individual one-off donations
- investment policy and objectives including any ethical investment policy adopted.
Please see accompanying spreadsheet for details of financial position. We continue to be financially healthy.
## **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)** Andrew Wyatt
**Full name(s)** Andrew Wyatt
8 March **2012**
**TAR**
**Position (eg Secretary,** Chair of Trustees **Chair, etc) Date** 25/10/2021
9 March **2012**
**TAR**
**Sharing Lives**
**1172541**
## **Receipts and payments accounts**
Period end date 31st January 2021
**For the period from** 1st February 2020
**To**
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations received 6,770 - - 6,770
Payments from clients for shopping (covid) 212 - - 212
Gift aid reclaim 1,254 - - 1,254
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total (Gross income for AR) 8,236 - - 8,236
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total [ - ] - - -
Total receipts 8,236 - - 8,236
A3 Payments
Men's Shed/Community Garden 710 - - 710
Client Support 86 - - 86
Telephone 330 - - 330
Printing and stationery 267 - - 267
DBS checks 153 153
Insurance 208 208
Room hire 64 64
Just giving fees 216 216
Salaries 4,222 - - 4,222
Website 583 - - 583
Computer Expenses 1,479 - - 1,479
Reimbursement to volunteers for shopping 325 - - 325
Training - -
Catering - -
Sundries - - - -
Sub total 8,643 - - 8,643
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - -
Total payments 8,643 - - 8,643
Net of receipts/(payments) - 407 - - - 407
A5 Transfers between funds - - - -
A6 Cash funds last year end 14,019 - - 14,019
Cash funds this year end 13,612 - - 13,612
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**|Bank|**_Total cash funds_**|**to nearest £**
**13,612**
**-**
**-**
**13,612**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree|balances with receipts and payments
account(s))|OK|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**||||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**||**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
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CC16a
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## **Last year**
**to the nearest £**
**13,281 - - - - - - - 13,281**
**-**
**13,281**
**1,110 654 367 277 157 189 - 216 2,340 - 1,140 - 90 41 258 6,839**
**6,839 6,442 - 7,577 14,019**
## **Endowment funds**
## **to nearest £**
**-**
## OK
## **Endowment funds to nearest £**
**-**
**Current value (optional)**
**-**
**Current value (optional)**
**When due (optional)**
Date of approval