## **Registered charity 1179365**
## **Trustees' Annual Report for the period:**
Period start date Period end date **01 04 2021 31 03 2022 From To**
## 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**
**----- Start of picture text -----**
Name of person
(or body)
Office (if
Trustee name Dates acted if not for whole year entitled to
any)
appoint trustee
(if any)
Alice Halford Chair Appointed - 09/12/2018 – present day.
1
Retired as Chair – 07/03/2022
2 Susan Parry Appointed - 21/08/2019 – Retired
13/12/2021
3 Kate Sykes Appointed – 06/11/2020 – present day
Pat Gardner Appointed - 21/08/2019 – Retired –
4
03/11/2020
5 Fredrika Buchanan Chair Appointed – 07/03/2022 – present day
6 Angela Jeffery Appointed – 03/11/2021 – present day
7
8
**----- End of picture text -----**
**www.actionforwellbeing.uk**
**One suicide is one too many**
**Registered charity 1179365**
## **Name of chief executive or names of senior staff members (Optional information)**
Fredrika Buchanan – Director/Chair
## **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**
**www.actionforwellbeing.uk**
**One suicide is one too many**
## **Registered charity 1179365**
**Summary of the objects of the charity set out in its governing document**
**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)**
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.
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:**
- 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.
**www.actionforwellbeing.uk**
**One suicide is one too many**
**Registered charity 1179365**
## **Additional details of objectives and activities (Optional information)**
**www.actionforwellbeing.uk**
**One suicide is one too many**
**Registered charity 1179365**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**www.actionforwellbeing.uk**
**One suicide is one too many**
## **Registered charity 1179365**
**Summary of the main achievements of the charity during the year**
## **Section D – Achievements and Performance**
- We have continued to support individuals experiencing suicidal ideations.
- We are now in a position to offer face to face support. Volunteers and clients meet at the clients homes, go on walks, meet at cafes or offer support via telephone or via text messaging.
- We have raised £18,000 towards our Respite House. This money has been raised through a variety of ways: coffee mornings, hill walks and marathon runs.
**www.actionforwellbeing.uk**
**One suicide is one too many**
## **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)** Fredrika Buchanan
**Position (eg Secretary,** Chair **Chair, etc) Date** 22/09/2022
**www.actionforwellbeing.uk**
**One suicide is one too many**
**----- Start of picture text -----**
Charity Name No (if any)
Receipts and payments accounts
For the period Period start date Period end date
To
from 4/1/2021 3/31/2022
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Grants and large donations - - - -
Small donations 680 - - 680
JustGiving 3,689 - - 3,689
Community Fundraising 9,753 - - 9,753
DBS Fees 100 - - 100
Cash donations - - - -
Misc 2,082 - - 2,082
- - - -
16,304 - - 16,304
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 16,304 - - 16,304
A3 Payments
JustGiving Fees 216 - - 216
Community Fundraising 676 - - 676
DBS Fees 90 - - 90
Wages & Expenses 3,887 - - 3,887
Training 173 - - 173
Insurance 276 - - 276
Administration 639 - - 639
Misc 3,274 - - 3,274
- - - -
Sub total [ 9,231 ] - - 9,231
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 9,231 - - 9,231
Net of receipts/(payments) 7,073 - - 7,073
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 7,073 - - 7,073
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**||**_Total cash funds_**|**to nearest £**
**-**
**-**
**-**
**18,889**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree|balances with receipts and payments
account(s))|Agreement Error|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**||||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**||**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
Signed by one or two trustees on behalf of all the trustees
**----- Start of picture text -----**
CC16a
**----- End of picture text -----**
## **Last year**
## **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 - - - 7,509**
## **Endowment funds**
**to nearest £ - - - -**
OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional) - - - - -**
**Current value (optional) - - - - - - - - - When due (optional)**
Date of approval