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2025-08-31-accounts

South Liverpool Voluntary Inclusion Programme Ltd

Unaudited Accounts

31 August 2025

Charity Number 1178141

South Liverpool Voluntary Inclusion Programme Limited Contents

Page
Trustees Report 1
Independent Examiner's Report 3
Statement of Financial Activities 4
Income & Expenditure Account 5
Balance Sheet 6
Notes to the accounts 7

South Liverpool Voluntary Inclusion Programme Ltd Charity Number: 1178141 Trustees Annual Report for the year ended 31st August 2025

The trustees present their report and unaudited financial statements for the year ended 31st August 2025.

Reference and Administrative Information

Charity Name: South Liverpool Voluntary Inclusion Programme Charity registration number: 01178141 Company registration number: 10338145 Registered Office: Garston Business Centre, 2-12 St Marys Road, Garston, L19 2RY Operational address: Garston Business Centre, 2-12 St Marys Road, Garston, L19 2RY

Trustees

Jean Maddrell (resigned 26 June 2025) Karen Dolphin Leo Neilon Victoria Holmes

Accountants

Sinclair Accounting Co Ltd, 300 St Mary’s Road, Garston, Liverpool, L19 0NQ

Bankers

Co-operative Bank, Parker Street, L1 1DJ

Structure, Governance and Management

Governing Document

Memorandum and articles incorporated 19th August 2017 as amended by sepcial resolution resistered at companies house on 23rd April 2018.

Risk Management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

Signed

V Holmes 14 May 2026

1

South Liverpool Voluntary Inclusion Programme Ltd Charity Number: 1178141 Trustees Annual Report for the year ended 31st August 2025

Objectives and activities

Objectives and Aims

The objects of the charity are to promote social inclusion for the public benefit by preventing people from becoming socially excluded. The charity work to combat loneliness and isolation in our older generation by offering services such as respite breaks, confidential listening services and healthy living initiatives.

Volunteers

Our charity relies heavily on the input and hard work of our volunteers and we thank them for their continued support.

Charitable activities

The drop-in continues to provide a source of income to enable the charity to continue to provide a meeting place for the elderly.

Fundraising activities

Our Charity is always looking for new and exciting ways to raise additional funds, we rely on voluntary donations, support from local businesses and our own in-house fundraising efforts, which would include table sales, raffles, sponsorship, promotional events and coffee mornings. We also have a drop-in centre which continues to provide a valuable source of income to enable the charity to continue to provide a meeting place for the elderly.

Financial Review

The charity has operated at a deficit of £321 for the year. Continuing it's recovery post-covid, the charity was able to operate unrestriced again for the year. Despite grant and other funding decreasing during the year, respite and drop-in income increased to compensate and ensure the charity operated at a surplus.

Principal Funding Sources

The charity operates a drop-in and relies heavily on fundraising and support from the local community.

Investment Policy

The charity holds any excess funds in non interest bearing bank accounts.

Reserves Policy

It is the policy of the charity to retain sufficient reserves to enable it to function on a day to day basis.

Plans for Future Periods

To develop a weekend service with the focus on providing meaningful activities with a prepared lunch, building new relationships and further developing our befriending service and volunteer base.

2

South Liverpool Voluntary Inclusion Programme Ltd Charity Number: 01178141 Independent examiners report for the year ending 31st August 2025

Independent Examiner

Graeme O'Callaghan ACA 300 St Mary's Road, Garston, Liverpool L19 0NQ

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

Examine the accounts under section 145 of the Charities Act

Basis of independent examiner’s report

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention: which gives me reasonable cause to believe that in, any material respect, the 1 requirements: - To keep accounting records in accordance with section 130 of the Charities Act; - To prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or to which, in my opinion, attention should be drawn in order to enable a proper understanding of 2 the accounts to be reached

Signed

Graeme O'Callaghan

Graeme O'Callaghan Chartered Accountant 300 St Mary's Road, Garston, Liverpool L19 0NQ

14 May 2026

3

South Liverpool Voluntary Inclusion Programme Ltd Charity Number: 1178141

Statement of Financial Activities for the year ended 31 August 2025

Notes
INCOME
Voluntary income
2
Investment income
4
3
Total Incoming Resources
EXPENDITURE
Total Outgoing Resources
5
Balance brought forward
Total Funds Carried Forward
Other incoming resources
Net Incoming (Outgoing) resources for the
year
2025
2024
£
10,835
14,965
-
-
21,835
19,284
32,670
34,249
(32,991)
(33,347)
(32,991)
(33,347)
(321)
902
23,941
23,039
23,620
23,941
Unrestricted Funds
2025
2024
£
-
-
-
-
-
-
-
-
-
-
Restricted Funds
Total
2025
£
10,835
-
21,835
32,670
(32,991)
(32,991)
(321)
23,941
23,620

4

South Liverpool Voluntary Inclusion Programme Limited Income and Expenditure Account for the year ended 31 August 2025

Income
Respite income
Fundraising, donations, grants and other income
Expenses
Direct costs - Trips, purchases, prizes etc
Wages, salaries and other staff costs
Rent, rates, power and insurance costs
Telephone, fax, stationery and other office costs
Accountancy, legal and other professional fees
Other expenses
Surplus/(deficit)
2025
£
10,835
21,835
32,670
22,788
-
8,952
-
930
321
32,991
(321)
2024
£
14,965
19,284
34,249
22,838
130
9,360
141
840
38
33,347
902

5

South Liverpool Voluntary Inclusion Programme Limited Balance Sheet

as at 31 August 2025

Notes
Current assets
Bank/building society balances
Cash in hand
Current liabilities
Other liabilities and accruals
Net current assets
Net assets
Reserve funds
Balance at start of period
Net (deficit)/surplus
24,834
56
2025
£
23,620
23,620
23,941
(321)
23,620
24,291
830
2024
£
23,941
24,890 25,121
1,270 1,180
23,941
23,039
902
23,941

6

South Liverpool Voluntary Inclusion Programme Limited Notes to the Accounts for the year ended 31 August 2025

1 Accounting basis

The financial statements have been prepared in accordance with UK Generally Accepted Accounting Practice along with the requirments of the Statement of Recommended Practive (SORP 2005).

2
Income and Expenditure account analysis
2
Income
Respite income
3
Other income
Drop-in income
Fundraising and donations
Grants and other income
4
Interest received
5
Direct costs
Purchases
Food
Trips and days out
Wages, salaries and other staff costs
Wages and salaries
Car, van and travel expenses
Rent, rates, power and insurance costs
Rent and rates
Repairs and renewals of property and equipment
Telephone, fax, stationery and other office costs
Stationery and printing
Equipment expensed
Advertising and business entertainment costs
Accountancy, legal and other professional fees
Accountants fees
Other business expenses
Donations
Sundry expenses
2025
£
10,835
5,422
5,348
11,065
21,835
-
651
8,195
13,942
22,788
-
8,952
-
-
-
-
930
204
117
321
2024
£
14,965
5,610
6,474
7,200
19,284
-
729
4,334
17,775
22,838
130
9,360
5
136
141
-
840
-
38
38

7

Issuer

Sinclair Accounting Co. Ltd

Document generated Wed, 3rd Jun 2026 12:52:16 BST Document fingerprint 4b8e0891cab4b25d1b885fbd32c87d39

Parties involved with this document

Document processed

Party + Fingerprint

Wed, 3rd Jun 2026 22:57:32 BST Wed, 3rd Jun 2026 22:57:32 BST

Miss Victoria Holmes - Signer (6adb9c450cd7c8a2a7b8c752a716d24c) Shaunna Wilson - Copied In (95e6861f58de76802069685d0d88617c)

Audit history log

Date

Action

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