
## **Trustees’ Annual Report for the period** 

**From 1/4/21         Period start date   To          31/03/22 Period end date** 

## **Charity name: Spinal Unit Recreational Fund** 

## **Charity registration number:1174099** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**To assist in the rehabilitation of people**<br>**suffering a spinal cord issue or injury**<br>**into society.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|**To help people who have suffered a**<br>**spinal cord injury to rehabilitate and**<br>**rejoin society- often with a reduced level**<br>**of independence or with mobility issues.**<br>**To do this we organise monthly events**<br>**on and off the spinal unit, with members**<br>**of the spinal injuries community**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**The trustees have full regard to the**<br>**requirements of the Charity Commission**<br>**for operating, running and carrying out**<br>**our activities for our beneficiaries.**|



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

||<br>SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38||
|Policy on social investment<br>including program related<br>investment|Para 1.38||
|Contribution made by<br>volunteers|Para 1.38|**We remain thankful to receive support**<br>**from a small group of volunteers who**<br>**help us to operate safely and correctly**<br>**at all times**|
|Other|||





## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**We have helped many people in their**<br>**acceptance and dealing with / coming to**<br>**terms of their spinal cord issues.**<br>**Without the support and events that we**<br>**arrange those people would find**<br>**rehabilitation into society far harder.**<br>**We seek feedback after all our activities**<br>**and events to ensure we are effective in**<br>**what and how we operate.**|



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

|<br>Achievements against<br>objectives set|<br>Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**We remain financially stable and**<br>**continue to benefit from people**<br>**donating to ourselves as an**<br>**organisation.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**We hold sufficient financial monies in**<br>**our account so that we can fund our**<br>**events throughout the current and next**<br>**year.**|
|Amount of reserves held|Para 1.22|**61528.06**|
|Reasons for holding zero<br>reserves|Para 1.22|**n/a**|
|Details of fund materially in<br>deficit|Para 1.24|**n/a**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**n/a**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>**Donations from benefactors , their**<br>**families and friends who wish us to**<br>**continue the services they have**<br>**received for other people**|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**We do not invest any of our funds**|
|A description of the principal<br>risks facing the charity|Para 1.46|**None**|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||**none**|
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Charity incorporated Organisation,**<br>**foundation**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**Charity incorporated Organisation,**<br>**foundation**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Election by committee members**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|Spinal Unit Recreational Fund|
|---|---|
|Other name the charity uses|SURF|
|Registered charity number|1174099|
|Charity’s principal address|Pinderfields Hospital<br>Yorkshire Region Spinal Unit, Floor A.<br>Aberford Road<br>Wakefield<br>WF14DG|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Peter Lau|Sec||Peter Lau|
||Wayne<br>Cunningham|Chair||Wayne Cunningham|
||Rebecca<br>Hopkinson|Treasurer||Rebecca Hopkinson|
||Leslie Davidson<br>Page|||Leslie Davidson Page|
||EmilySmith|||EmilySmith|
||Martin Endersby|||Martin Endersby|
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## – 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 none held in this capacity 

Name and objects of the none charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a 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)** Peter Lau **Full name(s)** Peter Lau 

**Position (eg Secretary,** Secretary **Chair, etc)** 

**Date** 

7/11/23 

