2022-03-30-accounts - Choose Life The Prisoners Initiative

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Ref	2018 and 2019 Annual Return questions Part A	Question status	Who needs to complete the question	Will the information be shown to the public on the register?
3	Income and spending	No change from previous annual returns	All charities	Yes
4	For the period of this return, where there any serious incidents that the charity failed to report to the commission?	Minor amendment to question wording	All charities with income over £25,000	No
5	Does your charity raise funds from the public?	No change from previous annual returns	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	No
6	Does your charity work with a professional fundraiser?	New question	As above and only asked if the answer is YES to Ref 5	No
7	Does your charity have written agreements with all of its professional fundraisers?	New question	As above and only asked if the answer is YES to Ref 6
8	Does your charity work with a commercial participator?	No change from previous annual returns	As above and only asked if the answer is YES to Ref 5	No
9	Does your charity have written agreements with all of its commercial participators?	Minor amendment to question wording	As above and only asked if the answer is YES to Ref 8	No
10	Is grant making the main way your charity carries out its purposes?	No change from previous annual returns	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	Yes

11	During the financial period for this return, did your charity receive income from contracts (other than grant agreements) from central government or a local authority?	Minor amendment to question wording	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	No
12	How many contracts (other than grant agreements) did your charity have from central government or a local authority?	New question	As above and only asked if the answer is YES to Ref 11	None
13	What was the total value of the contracts held from central government or a local authority?	Minor amendment to question wording	As above and only asked if the answer is YES to Ref 11	None
14	During the financial period for this return, did your charity receive any grant funding from central government or a local authority?	New question	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	No
15	How many grants did your charity receive from central government or a local authority?	New question	As above and only asked if the answer is YES to Ref 14	None
16	What was the total value of the grants held from central government or a local authority? One	New question	As above and only asked if the answer is YES to Ref 14	Nil
17	During the financial period for this annual return, did the charity receive income from outside of the UK?	New question	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	No
18	Select countries the charity received income from, or select 'Unknown/don't know if applicable'.	New question	As above and only asked if the answer is YES to Ref 17	None
19	What is the value of income by country? For each country specify the source and amount of income from the options:	New question	As above and only asked if the answer is YES to Ref 17	None

	a) Overseas Governments or quasi government bodies; (including EU) b) Overseas Charities, NGO's or NPO's c) Individual donors resident overseas d) Overseas institutional donors/institutions (for example private company donations) e) Unknown/don't know		For Individual donors and private institutions (c and d categories) we will apply a threshold of payments of over £25,000 or 80% of charity income. For these two categories, providing the data in the 2018 annual return will be optional, but the categories will become mandatory for the 2019 annual return.
20	During the financial period for this annual return, did your charity operate outside England and Wales?	No change from previous annual returns	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	No
21	Select Countries the charity operated in during the financial period covered by this annual return	No change from previous annual returns	As above and only asked if the answer is YES to Ref 20
22	Record the total expenditure by Country	No change from previous annual returns	As above and only asked if the answer is YES to Ref 20
23	When spending money outside England and Wales, did your charity transfer money other than using the regulated banking system?	New question	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10K This question will be optional for the 2018 annual	N/A

			return, but compulsory for the 2019 annual return.
24	What methods to transfer money did the charity use and what was the value? A) Cash courier b) Other charities or NGO's/NPO'S c) Money Service Business (MSB) d) Informal Money Transfer Systems e) Online payment methods (e.g. Paypal) f) Other	New question	As above and only asked if the answer is YES to Ref 23 This question will be optional for the 2018 annual return, but compulsory for the 2019 annual return.
25	Does the charity have monitoring controls in place to monitor overseas expenditure?	New question	As above and only asked if the answer is YES to Ref 23 This question will be optional for the 2018 annual return, but compulsory for the 2019 annual return.
26	Are the trustees satisfied that the charity’s risk management policy and procedures adequately address the risks to the charity arising from its activities and/or where it operates?	New question	As above and triggered when answered YES to Ref 23 This question will be optional for the 2018 annual return, but compulsory for the 2019 annual return.	Yes
27	Does the charity have any trading subsidiaries?	No change from previous annual returns	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	No
28	How many trustees are also Directors of the trading subsidiaries?	New question	As above and only asked if the answer is YES to Ref 27
29	During the financial period for this annual return, did any of the trustees received	Minor amendment to question wording	All Charitable Incorporated Organisations (CIOs)	No

	remuneration or benefits other than expenses incurred?		All other charities with income over £10,000
30	For what services were any of the trustees paid? a) paid for being a trustee b) paid for providing professional advice or services to the charity c) any other benefit from the charity	Minor amendment to question wording	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	N/A
31	During the period covered by this annual return, did any of the trustees resign and take up employment with the charity?	New question	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	No
32	During the financial period for this annual return, did any of your charity's staff receive total employment benefits of £60,000 or more?	New question	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	No
33	Enter the number of staff for each of the following salary bands: £60,000 - £150,000 (increments of £10,000) £150,001 - ££500,000 (increments of £50,000) Over £500,000	New question	As above and only asked if the answer is YES to Ref 32	N/A
34	What was the value of the total employee benefits provided by the charity to its highest paid employee?	New question	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	N/A
35	How many UK volunteers, excluding trustees, did your charity have during the financial period?	No change	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	15


36	During the financial period for this annual return, did your charity review its financial controls?	No change	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000	Yes
37	Has the charity obtained a Disclosure and Barring Service (DBS) check on all trustees, employees and volunteers in eligible positions?	New question	All Charitable Incorporated Organisations (CIOs) All other charities with income over £10,000 Question will be triggered for charities with particular classifications and regulated by certain organisations	Yes
	Part B
39	No changes to part B questions that have been asked in previous years	No change from previous annual returns	All charities with income over £500,000	N/A
	Part C
40	Send trustees' annual report and accounts	Amendment to upload functionality. You will be able to attach 3 files or 1 consolidated file - trustees' annual report/accounts/auditor's report	All Charitable Incorporated Organisations (CIOs) All other charities with income over £25,000	Yes
	Declaration
41	Complete a declaration. It will collect your name, position, contact details and the date.	Minor amendment to the declaration (it will ask for	All charities and CIOs	N/A

your role)

Trustees. Annual Report for the period Period start date | Peri(xl end date Day Month Y*f From 01 ,04 Reference and administration details 2022 To 31 03 2023 Section A Charity name Choose Life Th8 Prisoners Initiative Other names charity is known by Reglstered charity number (rf any 1177221 Charity's principal address CIO Tho Independence Initiative 64-68 Balliol Road Bootle L20 7EJ Poslcodo L20 7EJ Namas of the charlty trustees who manage the charity Dates acted If not for wholg year Trustee nam¢ Office lif any) N8ma of p¢r80n {or body) entltled to appolnt trnstee lif any) Steering Committee Steering Committee Steering Committee Dave Roberls Chair 1998 -2019 Kevin O'Brien 2017-2019 Gary Grovès 2017-2019 steve Donoghue Denise Jones Chair 16-04-19 ongoing 16-04-19 ongoing 16-04-19 ongoing 16-04-19 ongoing steering Committee steering Committee steering Commlttee steerfng Committee 10 Andrew Leece 12 Vanessa Griffiths 13 14 15 16 17 18 19 20 Narnes of the trustees for the charity. If any, (for examplo, any custodian trustees) Narne Dales acted if not for whole ear Names and addresses of advisers (Oplional information) TAR March 2012

of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Section B Structure, overnance and mana ement Description of the charity's trusts Incorporated Body Type of gov8ming d0ment leg. trust deed, conslilulion) How the charity Is constituted leg. Irusl, association, companyl Through Ihe CIO. Trustee selection methods eg. appointed by, elected by) Wa asked Sefton CVS if they could assist us recruit Trustees. They held their nomial Trustee information day and asked people if they would be willing to trustee for Ch(x)se Life. Fortunately, people volunteered and were elected on by the former Trustees. Addltlonal governance Issues {Optlonal Informatlon) As has be8n stated we our Chalr was recruited and trained through the Sefton CVS. We then recruited one Trustee through word of mouth and asked a reliable and Irust8d volunteer to also sit as a Trustee. YoLt may choose to include additional Infomatlon, where relevant, about: pollcles and procedures aéopled for the induclion and training of trustees., the charity's organisalional Structure and any wider neOrk wth which the charity works,. re18tionship with any related parties-, trustees, consideration of major risks and the system and procedures to manage them. Chair of Trustees Thr88 Trustees Project Manager, who runs Ihe Project on a day-loaY basis, and rgFQrts, On a quarterly basis. One oflhe Trustees was the son of the Chair.. he {Sitnon Donoghuel has now resigned. Section C Objectives and activities The Charities objectives are to traln people in recovery from drugs, alcohol and commonly ex-offenders to go into educational establishments and use their experiential knowledge to educate young people and professlonals around the issues of addiction, drug dealing and county lines. We also house men and women with serious addiction problems and commonly ex-offenders straight from prison in an abstinent environment. Summary of the objects of the charity set out in tts governlng document TAR March 2012

We house up to nin8 rnen and women in our supported houses in Anfield Liverpool. Th8 residents have a background of homelessness. drugs, offending and mental health issues. We have also trained sitnilar people to go into schools, college5. yotjth offending services and youth dubs and educate around the issues of addlction, drug dealing and county lines. To date we have educated 140,000 young people. 5080 police officetB and had over 570 volunteers. This year we have seen the release of two of the thrèe evaluations we are waitlng for. Summary ofthe maln activities undertakgn for tho publSc banefit in relatlon to the3e objects {Include within this sectlon the statutory declaration that trustees have had regard to th8 guidanc8 Issued by the Charlty Commission on publlc benefit) We have received Dr Karen Corteen John Moore's University, Evaluating the Criminology Students. Dr Cassie Ogden John Moore's University, evaluating young people. We are absolutely delighted with the evaluations we have received. and we fully expect the volunteers evaluation to be just as good. on we have received the third evaluation we set up a strategy to send it far and wide We are still awailing th6 evaluation from, Dr Sarah Nixon WSnchester University, Evaluating the volunteers. It Is hoped we might have a report by the of June. We have made conlact wilh Dam8 Carol Blacks team {Jo Tynanl who are very interested and have asked that as soon as the report is ready is too get in IoL¢Ch. The su rted houses are boin run as er nomal. Addltlonal delalls of objèctlves and actlvltles (Optlonal Information) TAR March 2012

The volunteers are the essence of Choose Life and the proj8Ct, young people and professionals are amazed al their bravery and commitment to educating young peopl&. We encourage the more experlenced volunteers to encoLJrage the newer volunteers 8t all stages of training and delivering addiction education in the schools and colleges. You may choos• to include further statements, where relevant, abt.. We normally tak8 Out Ihree volunteers for every gvent. This year we have slarted facilitating our ev8nts at Victory OLrtreach a Christlan rehabllitation unit on Sheil Road in Kensir)gton. policy on grantmaklng-. policy programme related Investment,. ontribution made by volunteers. We have already facilitated Iwo groups and are looking fward to Carrying out more. Section D Achievements and performance TAR Mh 2012

Section D Achievements and performance Summary ofthe main achievements of the charlty during tho year We have had 18 residents through the doors of Choose Life houses. 11 seems we are getting slighliy more successful at settling residents down Inlo the house and we currently have about four residenls who have been in the house for 12 months or more, TAR M8rch 2012

Section E Financial review Brlef statement of tho harity'5 policy on reserves We have reserves of £ 66,246.00 Although the supported housing makes a small loss every month we believe we can make up this loss with the fundlng coming in from Choose Llfe. This year has been fairfy successful at bringing in funding wth us r8cèiving funding from grantscape awards for all and Eleanor Rathbone which has led lo our finances bein ve health . Although the SUPPORTED HOUSING Details of any funds materially In deflclt Further flnanclal revlew details (Optional Informatlon) The charity's principal funds come from Llverpool City Council housing benefits. You may choose to Include addttlonal Information, where relevant about- the charity's principal sources of funds (including any fundraising): how expenditure has supported the key objectives ofthe charity-, Investment policy and objectives induding any ethical investment policy adopted. Although this does not cover all our expenses wtth Choose Life bringing in funding we are in a healthy financial state. 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 Irustees Slgnature(s) Full name(s) Posltion (eg Secretary, Chair. etc) Steve Donoghue Chair enise Jones Steering comm1tt6e member Date 30-05-2023 TAR March 2012

Charfty Number: 1177221 Choose Life The Prisoners Initiative Unaudited Accounts For The Period Ended 31st March 2023

INDEPENDENT EXAMINERS REPORT To Choose LSfe The Prlsoners Inltlatlve I report to the trustee5 on my examination of the accounts of Choose Llfe The Prisoners Initiative for the year ended 31st March 2023. Re5pon5ibilltle5 and Bas15 of Report As the charltles trustees of Choose Life The Prisoners Initiative accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed 311 the appllcable dlrections given by the Charity Commission under sertion 14515llb} of the Act. Independent Examlnerfs Statement l am a member ofthe AATand l am bound bythe code ofethic5 issued by FRCS Revised Ethical Standard 2016. Accounts preparatlon seNlces were provlded by Sefton CV5. my employer, and l as examiner have applied the ethical standard to my work. I have completed my examination. I confirm that no material matters have come to my attention in connection with examination giving me cause to believe that In any materlal respect: l. Accounting records were not kept in respect of Choose Life The Prisoners Initiative as required by sectlon 130 of the Act: or 2. The accounts do not accord with those records I have no concerns and have Come across no other matters in connection with the examination to which attention should be drawn in this report in ordey to enable a proper un(lerstanding of the accounts reached. Anthony Dee8an MAAT, MICB, Pm.Dip Finallce Manager Sefton Council for Voluntary Service 3rd Floor, Suite 3b, BurlSngton House. Crosby Road North, Waterloo. Liverpool, L22 OLG Signed: Date..

Unrestrirted Restricted Funds Funds Totsl 20Z3 Total 2022 Re¢elpts Residents Top Up British Gas Support Payment Rental income Awards For All Grantscape Rathbone Grant Wcrkers Education As50clation Donatlons Bi8 Lottery Canal & River Trust Independent Initiative Loan 8.174 400 73,145 8.174 400 73,145 9,340 4,960 4.OtKI 7.059 71,931 9,340 4,960 4,OC(I 6,012 932 9,390 3,548 5,220 344 344 Totsl Recelpts 82,063 18,300 100,363 104.092 Payments Travel and subsistence Rent payable Independent Inltlatlve Utilities em5 for propertie5 Salaries Employers pension contributions Membershiplsubscriptions Malntenance Managers travel and 5ubslstence Volunteers Expenses and subsistence Bank charges Residents Top Up Council tax 26,505 240 5,232 1,660 36,748 2,818 280 1,840 2,523 710 7,835 34,340 240 5.232 1,660 36.748 2.818 34,060 2,391 3,762 31.539 2,793 1,840 3,363 1,360 956 650 2,255 40 6,505 1,655 513 309 660 1,008 24 211 159 150 6,505 1,655 513 309 660 1,008 24 1,761 159 150 3,850 1,079 Insurance aèanin8 5tatlonery and offlce supplles Telephone Intemèt and computer software Sundrles Room Hire TV Ucet)ses Acc¢)untancy 37 546 1.934 1,550 290 462 89.795 10.875 100.670 85.954 Net Recelpts For Perlod 7,732 7A25 307 18,138 Cash Funds BIF 77,162 77.162 59,024 Net Cash Funds CIF 69.430 7A25 76.855 77.162

Total 2023 Totsl 2022 Monetary Assets Cash at Bank Cash in hand 69,324 420 68,609 602 68.904 69,211 This 15 represented By.. Awards For All Grant Rathbone Grant Unrestricted funds 3,425 4.000 61.479 69,211 68,904 69,211 The accounts have been prepared under the Receipts and Payments ba515. These finanLial statements have been approved by the Trustees and signed on their behalf by.. Chair of Trustees: rfz. s. - 5-6-25 Slgned: Date: (F• 75

Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	for theperiod	for theperiod	for theperiod
From	Period start date			To	Period end date
	Day 01	Month 04	Year 2022		Day 31	Month 03	Year 2023

Section A Reference and administration details	Section A Reference and administration details
Charity name	Choose Life The Prisoners Initiative

Charity name Choose Life The Prisoners Initiative Other names charity is known by Registered charity number (if any) 1177221 Charity's principal address C/O The Independence Initiative 64-68 Balliol Road Bootle L20 7EJ

Postcode L20 7EJ

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Dave Roberts	Chair	1998 -2019	SteeringCommittee
Kevin O’Brien		2017-2019	SteeringCommittee
GaryGroves		2017-2019	SteeringCommittee

Steve Donoghue	Chair	16-04-19 ongoing	SteeringCommittee
Denise Jones		16-04-19 ongoing	SteeringCommittee
Andrew Leece		16-04-19 ongoing	SteeringCommittee
Vanessa Griffiths		16-04-19 ongoing	SteeringCommittee








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)

March 2012

TAR

Type of adviser	Name Address	Name Address	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) Incorporated Body How the charity is constituted (eg. trust, association, company) Through the CIO. Trustee selection methods (eg. appointed by, elected by) We asked Sefton CVS if they could assist us recruit Trustees. They held their normal Trustee information day and asked people if they would be willing to trustee for Choose Life. Fortunately, people volunteered and were elected on by the former Trustees. Additional governance issues (Optional information) Youmay chooseto 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. As has been stated we our Chair was recruited and trained through the Sefton CVS. We then recruited one Trustee through word of mouth and asked a reliable and trusted volunteer to also sit as a Trustee. Chair of Trustees - Three Trustees - Project Manager, who runs the Project on a day-to-day basis, and reports, On a quarterly basis. One of the Trustees was the son of the Chair., he (Simon Donoghue) has now resigned.
		As has been stated we our Chair was recruited and trained through the Sefton CVS. We then recruited one Trustee through word of mouth and asked a reliable and trusted volunteer to also sit as a Trustee. Chair of Trustees - Three Trustees - Project Manager, who runs the Project on a day-to-day basis, and reports, On a quarterly basis. One of the Trustees was the son of the Chair., he (Simon Donoghue) has now resigned.

Section C Objectives and activities

The Charities objectives are to train people in recovery from drugs, alcohol and commonly ex-offenders to go into educational establishments and use their experiential knowledge to educate young people and Summary of the objects of the professionals around the issues of addiction, drug dealing and county charity set out in its lines. governing document We also house men and women with serious addiction problems and commonly ex-offenders straight from prison in an abstinent environment. Summary of the main activities undertaken for the We house up to nine men and women in our two supported houses in public benefit in relation to Anfield Liverpool. The residents have a background of homelessness, TAR 2 March 2012

March 2012

drugs, offending and mental health issues. We have also trained similar people to go into schools, colleges, youth offending services and youth clubs and educate around the issues of addiction, drug dealing and county lines. To date we have educated 140,000 young people, 5080 police officers and had over 570 volunteers. This year we have seen the release of two of the three evaluations we are waiting for. We have received Dr Karen Corteen John Moore’s University, Evaluating the Criminology Students. these objects (include within this section the statutory Dr Cassie Ogden declaration that trustees have John Moore’s University, evaluating young people. had regard to the guidance issued by the Charity We are absolutely delighted with the evaluations we have received, and Commission on public we fully expect the volunteers evaluation to be just as good. benefit) Once we have received the third evaluation we set up a strategy to send it far and wide . We are still awaiting the evaluation from, Dr Sarah Nixon Winchester University, Evaluating the volunteers. It is hoped we might have a report by the of June.

We have made contact with Dame Carol Blacks team (Jo Tynan) who are very interested and have asked that as soon as the report is ready is too get in touch. The two supported houses are being run as per normal.

Additional details of objectives and activities (Optional information)

March 2012

TAR

The volunteers are the essence of Choose Life and the project, young people and professionals are amazed at their bravery and commitment to educating young people.

We encourage the more experienced volunteers to encourage the newer volunteers at all stages of training and delivering addiction education in the schools and colleges.

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

We normally take out three volunteers for every event.

This year we have started facilitating our events at Victory outreach a
policy on grantmaking; Christian rehabilitation unit on Sheil Road in Kensington.
policy programme related We have already facilitated two groups and are looking forward to
investment; carrying out more.
contribution made by volunteers.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance

We have had 18 residents through the doors of Choose Life houses. Summary of the main achievements of the charity It seems we are getting slightly more successful at settling residents during the year down into the house , and we currently have about four residents who have been in the house for 12 months or more,

Section E Financial review

March 2012

TAR

We have reserves of £ 66,246.00 Although the supported housing makes Brief statement of the a small loss every month we believe we can make up this loss with the charity’s policy on reserves funding coming in from Choose Life. This year has been fairly successful at bringing in funding with us receiving funding from grantscape , awards for all and Eleanor Rathbone which has led to our finances being very healthy. . Although the SUPPORTED HOUSING Details of any funds Nil. materially in deficit Further financial review details (Optional information) The charity’s principal funds come from Liverpool City Council housing You may choose to include benefits. additional information, where relevant about: Although this does not cover all our expenses with Choose Life bringing  the charity’s principal in funding we are in a healthy financial state. 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) Full name(s) Position (eg Secretary, Chair, etc) Date
	Steve Donoghue	Denise Jones
	Chair	Steering committee member
	30-05-2023

March 2012

TAR