2023-03-31-accounts

Registered charity 1179365

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

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	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	Vice Chair	Appointed - 09/12/2018 – present day. Retired as Chair – 07/03/2022
	Kate Sykes		Appointed – 06/11/2020 – present day
	Fredrika May	Chair	Appointed – 07/03/2022 – present day
	Angela Jeffery		Appointed – 03/11/2021 – present day

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

Fredrika Buchanan – Chair

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document[Constitution]

www.actionforwellbeing.uk

One suicide is one too many

Registered charity 1179365

• (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

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 Summary of the objects of the people with suicidal ideations through such support as deemed charity set out in its appropriate; and governing document

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.

Summary of the main activities undertaken for the Action for Wellbeing exists to reduce the number of suicides in South public benefit in relation to Cumbria and North Lancashire and to provide support to those these objects (include within considering suicide, and to those bereaved by suicide. this section the statutory  We believe that one suicide is one too many. declaration that trustees have  We are a registered charity that exists to reduce the number of had regard to the guidance suicides in South Cumbria and North Lancashire. www.actionforwellbeing.uk One suicide is one too many

Registered charity 1179365

• 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:

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.

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

www.actionforwellbeing.uk

One suicide is one too many

for Registered charity 1179365 volunteers. www.aetionforwellbein 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 continue to support individuals experiencing suicidal ideations who reside in South Cumbria and North Lancashire.

• We offer face to face support. Volunteers and clients meet at the client’s homes, go on walks, meet at cafes or offer support via telephone or via text messaging.

• We have raised £25,000 towards our Respite House. This money has been raised through a variety of ways: music events, coffee mornings, sponsored skydiving 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) F May Full name(s) Fredrika May Position (eg Secretary, Chair, Chair etc) Date 12/08/2023

www.actionforwellbeing.uk

One suicide is one too many

Action for Wellbeing No (if any) Receipts and payments accounts For the period Period start date Period end date To from 4/1/2022 3/31/2023

Action for Wellbeing

CC16a

Section A Receipts and payments

A1 Receipts Grants and large donations 700 Small donations 30 JustGiving 2,134 CommunityFundraising 3,422 DBS Fees 20 Cash donations 3,073 Misc 2,505 - 11,884 - - Sub total - Total receipts 11,884 A3 Payments JustGivingFees 216 CommunityFundraising 2,466 DBS Fees 20 Wages & Expenses - Training 96 Insurance 276 Administration 646 Misc 2,500 - Sub total 6,220 - - Sub total - Total payments 6,220 Net of receipts/(payments) 5,664 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 5,664 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)	to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 700 30 2,134 3,422 20 3,073 2,505 - 11,884 - - - 11,884 216 2,466 20 - 96 276 646 2,500 6,220 - - - 6,220 5,664 - - 5,664	Last year to the nearest £
		-	700	-
		-	30	680
		-	2,134	3,689
		-	3,422	9,753
		-	20	100
		-	3,073	-
		-	2,505	2,082
		-	-	-
		-	11,884	16,304
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		-	-	-
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		-	11,884	16,304
		-	216	216
		-	2,466	676
		-	20	90
		-	-	3,887
		-	96	173
		-	276	276
		-	646	639
		-	2,500	3,274
		-		-
		-	6,220	9,231
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		-	-
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		-	6,220	9,231
	-	-	5,664	7,073
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	-	-	-	-
	-	-	5,664	7,073

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

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use	Details Details Details Details Details Total cash funds (agree balances with receipts and payments account(s))	to nearest £ - - - 23,850 Agreement Error to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates	to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional)	to nearest £ Endowment funds
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				OK
				to nearest £ Endowment funds
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				Current value (optional)
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				Current value (optional)
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				When due (optional)
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Signed by one or two trustees on behalf of all the trustees

Signature

Print Name

Date of approval