2021-03-31-accounts

Registered charity 1179365

Trustees' Annual Report for theperiod:
**From **	Period start date			To	Period end date
	01	04	2020		31	03	2021

Section A Reference and administration details

Charity name Action for Wellbeing Other names charity is known by N/A Registered charity number (if any) 1179365 Charity's principal address 5a Far Close Drive Arnside Postcode LA5 0BG

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	Alice Halford	Chair	Appointed - 09/12/2018 – present day
	Susan Parry		Appointed - 21/08/2019 – present day
	Kate Sykes		Appointed – 06/11/2020 – present day
	Pat Gardner		Appointed - 21/08/2019 – Retired – 03/11/2020

Name of chief executive or names of senior staff members (Optional information)

Fredrika Buchanan - Director

One suicide is one too many

www.actionforwellbeing.uk

Registered charity 1179365

Section B Structure, governance and management

Description of the charity’s trusts

Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Asked to attend meetings and then elected Trustee selection methods

• (eg. appointed by, elected by)

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 major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

1. To preserve and protect the physical and mental health of those with suicidal ideations, those who self-harm with a view to ending their own lives, those people bereaved by suicide and those caring for people with suicidal ideations through such support as deemed appropriate; and

2. To advance the education of the general public in areas relating to the preservation of mental health, wellbeing and recovery by the provision of advice, workshops, support groups and newsletters - in particular in relation to suicide prevention.

One suicide is one too many

www.actionforwellbeing.uk

Registered charity 1179365

Action for Wellbeing exists to reduce the number of suicides in South Cumbria and North Lancashire and to provide support to those considering suicide, and to those bereaved by suicide.

• We believe that one suicide is one too many.

• We are a registered charity that exists to reduce the number of suicides in South Cumbria and North Lancashire.

• We provide direct, individualised support to those experiencing suicidal thoughts and feelings, to those bereaved by suicide, and those otherwise impacted by suicide in any way.

• We have a dedicated team of volunteers and trustees who each have their own unique experience of suicide.

Public Benefit:

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

• The trustees and Volunteer Manager have ensured that all staff and volunteers are recruited and trained in Safeguarding, Mental Health Awareness Training, Applied Suicide Intervention Skills Training and any other training and supervision deemed necessary.

• Prior to appointment, all staff and volunteers undertake an enhanced DBS check. Staff and volunteers undertake professional supervision on a regular basis.

• Beneficiaries are referred to Action for Wellbeing in a variety of ways: self-referral, from local Community Mental Health Assessment and Recovery Teams, from GPs, other third sector organisations and from family and friends.

• The services of Action for Wellbeing are advertised locally through social media, at GP surgeries, other charities in the area and through word of mouth.

• Due to Covid 19, support has been provided via the telephone. Occasionally, client and volunteers have met outside for a socially distanced dog walk.

One suicide is one too many

www.actionforwellbeing.uk

Registered charity 1179365

Additional details of objectives and activities (Optional information)

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

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

One suicide is one too many

www.actionforwellbeing.uk

Registered charity 1179365

Summary of the main achievements of the charity during the year

Section D – Achievements and Performance

In January 2020, our pilot project, Action for Engagement, commenced, for which we received £10,000 from The National Lottery, Reaching Communities Fund.

As a result, we have supported a total of 12 clients directly in 2020. 50% of those partnerships have been operational for over 6 months.

Our clients were referred form a variety of sources: Local GP Community Mental Health Team Social Prescriber Other Third Sector Organisations

All of our clients appreciated the support from our wonderful team of volunteers

A formal client and volunteer participation review and evaluation of Action for Engagement will be conducted in January 2021.

From September – December 2020, we recruited a Volunteer Manager, Helen Mason. She has been instrumental in ensuring that we have a fully trained team of volunteers ready to work with clients during 2021.

One suicide is one too many

www.actionforwellbeing.uk

Registered charity 1179365

Section E Financial review

We aim to have 6 months running costs of reserves.

Brief statement of the charity’s policy on reserves

Details of any funds materially in deficit

N/A

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

• the charity’s principal 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) Alice Halford Position (eg Secretary, Chair, Chair etc)

Date

One suicide is one too many

www.actionforwellbeing.uk

Action for Wellbeing 1179365 Receipts and payments accounts CC16a For the period 01/04/2020 31/03/2021 To from

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ - 1,861 1,758 12 180 145 - - 3,956 - - - 3,956 216 43 200 13,624 101 276 1,005 - - 15,465 - - - 15,465 - 11,509 - - - 11,509	Restricted funds to the nearest £ 4,000 - - - - - - - 4,000 - - - 4,000 - - - - - - - - - - - - - - 4,000 - - 4,000	Endowment funds to the nearest £	Total funds to the nearest £ 4,000 1,861 1,758 12 180 145 - - 7,956 - - - 7,956 216 43 200 13,624 101 276 1,005 - - 15,465 - - - 15,465 - 7,509	Total funds to the nearest £ 4,000 1,861 1,758 12 180 145 - - 7,956 - - - 7,956 216 43 200 13,624 101 276 1,005 - - 15,465 - - - 15,465 - 7,509	Last year to the nearest £
Grants and large donations	-		- - - - - - - - -	4,000		20,000
Small donations	1,861			1,861		-
JustGiving	1,758			1,758		110
CommunityFundraising	12			12		6,418
DBS Fees	180			180		21
Cash donations	145			145		-
	-			-		-
	-			-		-
Sub total(Gross income for AR)	3,956			7,956		26,549
A2 Asset and investment sales, (see table).
	-		- - -	-
	-			-		-
Sub total	-			-		-
Total receipts A3 Payments
			-	7,956		26,549
JustGivingFees	216		- - - - - - - - - -	216		272
CommunityFundraising	43			43		890
DBS Fees	200			200		154
Wages & Expenses	13,624			13,624		5,189
Training	101			101		287
Insurance	276			276		262
Administration	1,005			1,005		352
	-			-		-
	-			-		-
**Sub total **	15,465			15,465		7,406
A4 Asset and investment purchases, (see table)
	-		- - -	-
	-			-
**Sub total **	-			-		-
Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end
			-	15,465		7,406
	- 11,509	4,000	-	- 7,509		19,143
	-	-	- -	-		-
	-	-		-		-
	- 11,509	4,000	-	- 7,509		19,143

CCXX R1 accounts (SS)

26/07/2021

1

Section B Statement of assets and liabilities at the end of the period

Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds	Details Details Total cash funds (agree balances with receipts and payments account(s)) Bank Details Details Details Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - 8,965 2,000 Agreement Error Agreement Error Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Alice Halford	Endowment funds to nearest £
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			OK
			Endowment funds to nearest £
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			Current value (optional)
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			Current value (optional)
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			When due (optional)
			Date of approval
		Alice Halford

CCXX R2 accounts (SS)

26/07/2021

2