Trustees, Annual Report for the period Period stsrt date JAnLHry 2024 Period end date 31 CEcerter 2024 From Section A Reference and administration details Charity name The Mansfield Building Souety Charitable Trust Other names charity 15 knovm by NIA Registered charity number (if any) 1177151 Charity's principal address clo Mansfield Building Society Regent House, Regent street manSfld Postcode NG18 1SS Nans of the charity trustees who manage the charity Date5 acted If not for whole Trustee name Office Iifany) Name of pwson lor body) entNfed Int trustee Ifan Lady Diana Meale Tony Sale Chair Jan 24- May 24 (deceased) Joyce Bosnjak Gary Jordan Paul Meeler Oct 24 onrdS The Mansfield Building Society The Mansfield Building Society Victoria Preston 10 12 13 14 16 17 18 19 20 Names of the truslees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole ear nla TAR March 2012
Names and addresses of advisers (Optional inforniation) e of adviser Name Address Name of Chief executive or names of senior stsff members (Oplional information) nla Section B Structure, overnance and mana ement Description of the charitys trusts Trust Deed Type of governing docurnent How Ihe charity is conslituted Trnst Trustee Selection methods Cuent Chair appointed as a trustee by The Mans[ld Building Society when Trust fomied in December 2015. Recent trustees appointed by existsng Trustees. The Declaralion of Trust has been amended to lect the ermanent chan e in Trustee numbers. Additional governance issues (Optional infommtlon) You may choose lo include additional infomiation, where relevant, about- policie$ and proc£dures adopted for the induction and training of trustees-, the charity's organisatronal Structure and any wider netMKrk with which the charity works: relatioilship wtth any relatsd partie$, tNste8s' consideration of major risks and the system and procedures to manage them. TAR March 2012
Section C Ob"ectives and activities To advance such charitable purpose or purposes (according to the law of England and INales) a5 the trustees see fit from time to time for the benefit of persons resident in the counties of Nottinghamshire and Derfoyshire. Provided always thal the tNstees shall not advance or Sponsor religioLts and animal charities or political causes. Summary of the objects of the charity sot out in its governing document The Mansfield Building Society Charitable Trust has provided financial support for the followng projectslorganisations Young Enterprise Funding towards supporting activities, workshops and work placemenls to support local young people, enabling them to develop their financial capabilsty and employabilty skills, with an aim to securing future ernployment. Young people tho access the opportunities through Ihe charity are more financially capable and better prepared for the future, developing employability skills and confidence through encounters with relatable tDle models. Anxiety- Inspire & Achieve apping around the Princes Trust Program, funding towards an Anxiety mentor to work wth this local tharity.. slriving to improve the lives of unemployed young people aged 16-26 are strnggling in their lives, many of thom have been vtctims of abuse, neglect and povety, and the vast majority have leaming difficuhies and mentsl health concerns. The charity helps to encourage them to overcome their ban7ers and find a route through to positive destinations suckn as into employm8nL education and training. Summary of the main activities undertaken for the public bgnefit in rèlation to these objects (include within this sectlon the statutory declaration that trustees ha had regard to the guidance issued by the Charity Commis$ion on public benefit) Sherwood ObseNatory Funding towards hearing loops for the observatory located within Sutton in Ashfield. The Obseryalory is expanding their CUETent facilities for the benefit of the local community, to provid6 new faalities including opening the floor of the reservoir beneath and repurposing into an exhibitton space, creating a planetarium dome, café, and meeting room. Ami¢hair Club Sports Foundation Supporting the sports foundation to provide funding towdrds 'Grass Roots, sporting groups. Funding donated to be matched by the Foundation. Children's Bereavement Centre The purchase of digital and physical handbooks to help children dealing wlh bereavemenl, and also adults who are around bereaved children. Unanima Theatre Continuing to provide support to a kjcal theatre company woth sobly ¥44lh leaming disabled and aulislic ndividuals within 3 areas.. (i) Core Ensernble- (li) a disabilrty R&D projed- and (iii) developing a comedian project. Send a Chlld to Hucklow Funding towards working Mrith a range of schools in the HeartLgnd area and providing a week-long holiday for underprivileged Children. Supporting 25 children each year for 3 years. TAR March 2012
Sinfonia - Viva Orchestra Fundin9 towards increasing the number of rehearsals for the Sing Viva Community Choir to enable them to give 2 public perforniance5. The Choir was noted to support carers and people vtho isolated. Mansfield Community Hub- (Swilch up) Funding to invest in a mentoring program. The charity supports people who were in a gang life environment but are now tuming their lives around. The support is offered through schools, social seNices and they have a building in Mansfield thich houses a boxing ring and provides sports after school clubs and serves the Community. They are successful in Noltingham already and are now growng the Mansfield base. UK New Artists IUKNA) Funding towards a lead artist, facilitator, art materials for workshop. access support costs, venue and refreshments to support the development of a new, creative project for LGBTQ+ for young people in manSf[d Queering Mansfield Museum. Inspired by a recent UKNA project in Lincoln. a pmfessional artist (in the first 10 years of their career) will work wth 10 LGBTQ+ young people in Mansfield, to explore local history thrt)ugh a queer lens. Taking Mansfield Museum as a starting point, the group wll examine LGBTQ+ experiences and histories wthin the town. They wll woth together to design, plan and deliver 3 unique and creative community events, inspired by this research. Chesterfield Canal Trust Funding for a display board to be erected at Shireoaks Marina lch wll infom the visitors about 'Dawn Rose,, a Cuckoo boat and tell the story of goods being caryied on the canal by boat and how the boat peop16 lived. STAA Funding ioN%ords 'New Shoots., temi-time vmekty 1.5-hour parentlcarer and toddler sessions for 1 year {39 weeks). Sessions use nature and the environment to improve Ihe long-temi prrjspects, leaming. and social outcome5 of underserved families and very young children Samaritans Funding to help Samaritans to continue to offer a serviGe wthin Mansfield, to secure their premises for Ihe year ahead and allow them to recruil and train. ensuring a sustainable service. Age UK Men in Sheds Funding to help lowards providing w)rkspa¢e for'The Sheds.. suth as tools. equipment and a co-ordinator, to help a team of volunteery& wort(ing towards combating loneliness and social isolation, a big problem for okler people, impacting seriously on their physical and mental health. Wize Up Financial Education Continuing to provide financial education to post-16 age groups and Sixth Fonn schools within the local arEa. Thè trustees have paid due regard to the guidance issued bythe Chanty Commission on ublic benefit. TAR March 2012
Ad(thtional details of objectives and activtties (Optional information) You may choose lo include further statements, ere relevant, about.. policy on grantmaking., policy programme related investmént., contribulion mad8 by volunteers. Section D Achievements and performance The Mansfield Buikling Society Charitable Trnst has provided financial support for the following projectslorganisalions - Summary of the main achievements of Iho charity during the ar Young Enterpris& Funding towards supporting aclivities, workshops and work placemenls to support local young people, enabling them to develop their financial capability and employability skills, with an aim to securing future employment. Young people who access the opportunities Ihrough the charity are more financially capable and better prepared for the future. developing employability skills and confidence through encounters with relatsble role models. Anxiety- Inspire & A¢hteve Wrapping around the Princes Ttwst programme, funding lowards an Anxiety mentor to work wth this local charity- striving to improve the lives of unemployed young people aged 16-26 are struggling in their lives, many of whom have been victims of abuse, neglect and poverty, and the vast majority have leaming difficulties and mental health concems. The charity helps to encourage them to overcome their barrters and find a route through to positive destinations such as into employmènt, education and training. Shérwood ObseNatory Funding towards hearing loops for the observatory located Mrithin Sutton in Ashfield. The Observatory is expanding their current facilities for the benefit of the local cornmunity, to provide new facilities induding opening the floor of the reservoir beneath and repurposing into an exhibition space, creating a planetarium dorne, café. and meeting room. Amichalr Club Sports Foundatlon Supporting th8 Sports found8tion to provide ndIng towards 'Grass Roots, sporting groups. Funding donated to be matched by the Foundation. TAR March 2012
Section D Achievements and performance Children's Bereavement Centre The purchase of digital and physical handbooks to help children dealing th bereavement, and also aduns who are around bereav8d children. Unanima Theatre Continuing to provide support to a kjcal theatrè Company work solely with leaming disabled and aulislic dIvidUalS 1th1n 3 areas= (i) Co Ens8rnble,' (li) a disability R&D project., and (iii) developing a comedian prtsje¢t. Send a Child to Hucklow Funding towards working with a range of schools in the Heartland area and providing a week-long holiday for underprivileged children. Supporting 25 children each year for 3 years. Sinfonia - Viva Orchestra Funding towards increasing the number of rehearsals for the Sing Viva Community Choir to enable them lo give 2 public perfomiances. The Choir was noted to support carers and people who are isolated. Mansfield Community Hub- (Switch up) Funding to invest in a mentoring program. The charity SUPPOrts people who We in a gang life environment but are now tuming their lives around. The SLtpport is offered through schools. Social services and they have a buildin9 in Mansfield thich houses a boxing ring and provides sports after school clubs and seNes the communty. They are successful in Nottingham already and are now growng the Mansfiold base. UK Nèw Artists IUKNA) Funding lowards a lead artist, facilitator. art materials for workshop. access support costs, venue and refreshrnents lo support the development of a new. creative project for LGBTQ+ for young people ui Mansftsld Queering Mansfield Museum. Inspired by a recent UKNA project in Lincoln, a professional artist (in the first 10 years of their career) wll work with 10 LGBTQ+ youn9 people in manSfld, to explore local history through a queer lens. Taknng Mansfield Museum as a starting point, the group wll examine LGBTQ+ experiences and histories wlhin the town. They wll work together to design. plan and deliver 3 unique and ¢ative communty events, inspired by this research. Cheslerfield Canal Trust Funding fora display board to be erected at Shireoaks Marina lch wll infomi the visitors about 'Dawn Rose,. a Cuckoo boat and tell the story of goods being carryied on the canal by boat and how the boat people lived_ STAA Funding towards 'New Shoots,, tern-time weekly 1.5-hour parenvcarer and toddler sessions for 1 year (39 weeks). S85sKfyns use nature and the envirpnment lo improve the long-lerm prospecls, leaming, and social outcomes of underserved families and very young children Samaritans Funding to help Samaritans to continue to offer a service wlhin Mansfield. to secure their premises for the year ahead and allow them to recruit and train. ensuring a sustainable s8Nice. TAR M8rGh 2012
Section D Achievements and performance Age UK Men in Sheds Funding to help towards providing workspace for'The Sheds". such as tools, equipmènt and a cOrdInator, to help a team of volunteers working towards combating loneliness and social isolation, a big problem for older people, impacting serioLtsly on their physical and mental health. ze Up Financial Education Continuing to provide financial education to post-16 age groups and Sixth Fomi schools wthin the local ar8a. Section E Financial review The Charity doès not operate a fomial policy on reserves but at all times 11 maintain sufficient reseNes to meet committed expenditure and donations made by the tnJsL Brief stakment of the charity's policy on reserves Details of any funds materially in deficit nla- there are no funds in deficit. TAR Mh 2012
Further financial review details (Optional infom)ation) The Charity's principal source of funds is donations from The Mansfield Building Society- You may Choose lo indude additional infomation, ere relevant about-. the thBrity's principal sourcos of funds {including any fundraising); how eKpenditure ha$ supported the key objectives ofthe charity., inve5trnent policy and objectlves including any ethical investrnent F)olicy 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 Signalure(s) Full name(s) Position (eg Secretary. Chair, elc) Lady Diana Meale Paul W)eeler Chair Trustee Date Il,.J2£ TAR March 2012
(HARITY COMM15510N FOR ENGLAND AND WW5 Mansfield Buildlng Societychafrtable Trust Recei tsand ments accounts To CC16a For the pewlod from 01-Jan-24 31-Oec-24 Section A Receipts and payments UnFe5triGted fvnds Restricted fiJnd$ Endowrnent fvnds Total funds Last year ¢olbp rarest £ tothe Fe¥l£ totheneare5t£ tothe nearest£ tolhe nearestt A1 Recel c)nion5 rece¢ fmm MBS 13,X 4,439
1,135
4,195 34,545 &196 In(AN fom ComrnuTrity SawerAccounl ross Income AR) I974 an nveB men rotal reew.pts Pa Grants 96,366 Sub total 35.355 A4 A55etand Investmt Sub total 9S,355 96J42 Net oyfftelpts/(payments) As Transfèts betrrn fvnds A6 Cash funds last year end Cash lunds Ihls year end 12.694 1Z,09 45,868 ,12 119,218 186.684 166,664 CCXX R1 aco)Lfnt5{SSI
Section B Statement of assets and liabilities at the end of the period Unrestslcted fund5 tDneafest£ Restrict )lJnd5 tt>neartst£ Endowment funds to nearest£ ,Iies B1 Cash funds Buiwiny SwtyAEcaul 18&684 Total cash ful5 166A64 lawg t4¢1oW¥thTe¢wpL40 Unre5tr1cte(I nds Restrlcte(I funds nds to neares1£ Detalls to nÈJrtst£ Fn[jI0 a5sel belo CostlopOorMII Irentvaiii B3 Investment assèts Fundtowtrich s•t bol Cutrerbtvalue Detai15 84 Assets retslned for thè Gharity's own usa AmouNdu¢ When tkn onkl BS Liabllities zz• SbJned by one or h¥0 tw*ee$ on behalf of all the injstees Oats of roval Siature PtÈnl Narne LADY DIANA MEALE (0125 PAULWHEELER CCXX R2 acwurtg ISSI 10109f2Lf25
Independert examinefs report to the trustees of The Mansfield Buildlng Society Charltable Trust I report to the tnjslees on my examination of the accounts of The Mansfield Building Society haritable Trust (the Trust) for the year end&d 31 t)ecember 2024. Responsibiltties and basis of report As Ihe diarity trustees of the Trust you are responsible for the preparation of the a¢wunt5 in aordan the requirements of the Charities 2011 {'the ACV. I report in respect of my examination of the Trusvs a¢wunts Garried out under sectS¢)n 145 of the 2011 Act and in carying OLrt my examination I have followed all the applirable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examineff s statement I have completed my examination. I confirm that no mat&rial matters have come to my attention in connection with the examination giving mè ca4Jse to believe that in any material respe¢t'. accounting records were not kept in respect of the Trust as required by section 130 of the Actr, or 2. the accounts do not accord with those records.. or 3. the accounts do not comply with the applicable requirements conceming the fomi and content of accounts set out in the Chariiies (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fa view which is nol matter considèrèd as part of an independeF)t examination. I have no conc&ms and have come across no othermatters in conn8Ction with the examination to which attention should be drawn in this report in order to enable a proper understantjing of the acc¥)unts lo be reached. Signed.. Name: Chartes Dawson Ralgvant profossional qualffication or membership of professional bodies lif any)-' Solicitor Address.. Harrop te. ValIan & Dawson Solicitors, 9111 Albert Street, Mansfield, Nottinghamshire, NG18 1 FA 12025