**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||
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||||||
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**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 £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||Alice Halford||
|||||
CCXX R2 accounts (SS)
26/07/2021
2