## **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**|
||||||
|||**-**|**-**||
|||**-**|**-**|**-**|
|||**-**|**-**|**-**|
||||||
|||**-**|**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**|
||||||
|||**-**|**-**||
|||**-**|**-**||
|||**-**|**-**|**-**|
||||||
|||**-**|**6,220**|**9,231**|
||||||
||**-**|**-**|**5,664**|**7,073**|
||**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|
||**-**|**-**|**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**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**to nearest £**
**Endowment**
**funds**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**
**(optional)**|
||||**-**||
||||**-**||
||||**-**||
||||**-**||
||||**-**||
Signed by one or two trustees on behalf of all the trustees
Signature
Print Name
Date of approval