2024-03-31-accounts

Jamie Horrocks Trust

Charity Number: 1183037 Report and financial statements For year-end 31[st] March 2024

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Jamie Horrocks Trust

Contents

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For the year ended 31 March 2024
Reference and administratve informaton	3
Introducton	4
Structure and Governance	4
With thanks	5
Objectves and Actvites	6 – 7
Learning Outcomes	8
JHT in numbers	9
Financial Review	10
Statement of responsibilites of Trustees	11
Appendix 1- Financial Report	12-13
Appendix 2 Independent Examiners Report Statement	14

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Jamie Horrocks Trust Reference and administrative information For the year end 31[st] March 2024

Charity Number 1183037 Registered Address 171 Higher Green Lane Astley, Manchester M29 7JA Trustees Name Date of Appointment David Pike (Chair) 30[th] March 2022 (Re-appointment) David Horrocks 30[th] March 2024 (Re-appointment) Paula Horrocks 30[th] March 2024 (Re-appointment) Tammy Pike (Secretariat) 30[th] March 2022 (Re-appointment) Adam Stevens 24 October 2023 (Appointed) Hannah Robinson-Smith 12 October 2023 (Appointed) Sarah Lousie Tyler 16 October 2023 (Appointed)

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Jamie Horrocks Trust Trustees’ annual report For the year ended 31 March 2024

Introduction

The trustees are delighted to present their report for the financial year ended 31[st] March 2024.

The trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning its future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives that have been set. The trustees are satisfied that JHT ensures its work is in the public benefit.

Structure, governance & management

JHT is a registered Charitable Trust, registered as a Trust in 2016, and granted charitable status in 2019.

The trustees review the aims, objectives and activities of the charity each year. This report looks at what the charity has delivered, outcomes achieved for the year ending 31 March 2024. The Trustees report the success of each key activity and the benefits the charity has brought to those groups of people that it is set up to help. The review also helps the Trustees ensure the charity aims, objectives and activities remain focuses on its stated purposes.

Trustees will usually serve for a term of three years (David Horrocks and Paula Horrocks were appointed on five-year appointments) and then may put themselves forward for re-appointment, subject to a review of their performance. Four of the trustees: Dave Pike, David Horrocks, Paul Horrocks and Tammy Pike were founder members of the Trust, and were re-appointment in 2022 and 2024. In 2023 we appointed three independent trustees, bringing a new set of skills, experience and insights to JHT. They were appointed on three years term of office. This will also ensure we are able to expand our applications for grant making purposes and have a more robust and scrutinised structure.

To assist with the increasing workload and desire to expand the work of the Trust, following the pandemic, at the end of 2023 we allocated one of the trustee’s (Tammy Pike) to a secretariat role. This has enabled the Trust to focus on expanding our partnership work, update all policies and procedures and commence a review of a longer-term strategic review and sustainability plan.

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With thanks

Partnership working - Lad’s Den

We would like to thank three individual’s Simon Taylor, Tom Cole and Mawuli Amesu who work so hard to deliver the weekly Lad’s Den, making a fundamental difference to men’s mental fitness, and their families. Simon has also been instrumental in assisting us developing our partnership work with Salford Youth Services.

Youth Wellbeing Hub – Greater Manchester Police, Salford Youth and Leisure

At the start of 2024, the Trust commenced partnership work with Greater Manchester Police, connecting with APS James Byrnes. This partnership has been instrumental in the expansion of our out-reach work to the young people across the local community. James has been instrumental in driving this work forward, a big thank you from all trustees. We would not be able to run this hub without the support from Salford Youth Service Team, and Salford Leisure Services.

Volunteers and fundraisers

We would also like to thank all the volunteers who support us at events across the year and raising our profile across social platforms.

Alongside the many people from our local community and businesses who support JHT through raising funds for us through amazing feats. We would like to give a special mention to:

• Neil Williamson who completed his epic bike ride

• Matthew Williams, completing two marathons

• All members of Tough Mudder for September 2023

• Jack Broadstock ‘Broady’ smashed his white-collar boxing match

• Poppy Corbishley smashes her student fight night for JHT and Oddballs charity

• Our regular donators via JustGiving Patrick Connelly and David Edmonds

Corporate Support

• Biffa

• InterQuest

• Oliver James Estate Agent

• Sacia Paper

• SP&Co Financial Management

Grants

• Hamilton Davies Trust

• Salford CVS and Salford Council

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Jamie Horrocks Trust Trustees’ annual report For the year ended 31 March 2024

Objectives and activities

Purposes and aims

We work to raise funds and deliver community-based projects that reduce the risks of, and support those affected by mental fitness and suicide, to bring about positive change for all. Our core aims: Awareness, prevention and support.

We do this through

• Encouraging the uptake of activities and sports for individuals/groups that may be at risk of mental health issues and/or drug and alcohol issues.

• Raising awareness of the risks associated with mental health and/or alcohol and drug issues.

• Improving and developing better ways of identifying and supporting people bereaved by suicide in a timely manner which put the needs of the bereaved at the centre of the process by establishing a suicide support service.

• Improving the awareness of mental health issues and addiction in the workplace, so colleagues and employers can identify individuals at risk and signpost to support services.

• Equipping and training employers to support employees who may be at higher risk of suicide due to any demographic and employment profile

How We Deliver Change

We work with people with lived experience, and in partnership with community groups to drive change by raising Awareness, embedding Engagement, and delivering Support.

Lived Experience and Community Focused

• We deliver a number of support systems, providing timely access, both face-to-face and on-line, developed by people with lived experience, for people with lived experience.

• We work in partnership with community-based groups to raise awareness of, and develop more accessible ways to deliver mental health fitness, early interventions and signpost before points of crisis.

• We attend events to raise awareness on mental fitness and wellbeing, starting open conversations and providing bereavement support.

Our Achievements Over 2023-24

Though we are still feeling some of the impact of the pandemic; we are proud to present this annual report, which continues to be a period of growth and achievements, delivered at community level, for JHT.

• Continue to expand as a charity, increasing our outreach through social media, and expanding into workplace delivery.

• Appointment of three new trustees.

• Commenced a review of our longer-term strategy, reviewing local delivery plans and looking to establish a more sustainable delivery model.

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Awareness

• JHT’s is ever-present on Facebook, Twitter and Instagram, enabling the Trust to promote our services, health and wellbeing, suicide awareness, and signposting to services. Followers on Facebook reach over 1,300 followers!

• Key partners in the amazing project ‘Seeing Mental Health in a Different light’ working with We Are Willow, and Wild in Art. Six Places in a Diferent Light | Wild in Art

• Attended live events such as Irlam Live and Health Improvement Team’s Fun day, we continue raise the profile of mental fitness, and how important it is to start a conversation. Over the year we have had conversations with over 80 individuals and encouraging people to make their own mental health pledges.

• Delivered numerous workplace lunch-time mental fitness workplace sessions, reaching over 50 individuals on positive mental wellbeing and how to start a conversation.

Prevention

• Supported the delivery of Mixed Martial Arts sessions, with Salford Youth Services, for local young people improving their confidence, physical and mental fitness.

• Re-run of social media campaign supporting media film we produced with Salford CCG, to raise awareness of ‘signs of suicide’, that has now hit over 22k views.

• We know that people who have been bereaved by suicide, are more likely to experience significant mental health crisis, and even taking their own lives. By providing timely advice, we can reduce the impact of this vicious cycle, and give a send of hope to those bereaved.

• Supported Salford Council CVS, to deliver Salford Council’s Men’s mental health survey, delivering five workshops to understand the views of men’s partners, impacted by mental health.

Support

• We continue to deliver our monthly Bereaved by Suicide Support group, supporting over 10 different families either by messaging, telephone calls or attending the support group.

• JHT’s weekly Lad’s Den, is a unique session providing support for individual’s aged 14+, a peer-to-peer support group, also providing intervention support from trained facilitators.

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Learning outcomes for 2023-24

Without doubt the last three years for the Trust has been challenging, with increasing demands for services and increased pressure on fundraising. However, given all these challenges, the Trust has still continued to deliver at local level, supporting people across the local community, Salford and beyond, with a range of mental health support services in a timely and accessible manner.

We know there will be increasing demand on support as NHS and mental health services face increasing pressures and longer waiting lists. We will be reviewing how we can build on our local strengths, connecting with partners and building on existing success.

Future Plans

• Develop a sustainability plan, working with local community groups, VCSE’s and businesses to understand where we can deliver the most change, building on local plans.

• Continue to work in partnership with Salford Youth service and GMP, to identify how we can identify and improve the support for young people impacted by mental fitness at an earlier stage.

• Understand how we can improve the support for those bereaved by suicide, working with those impacted by suicide.

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• ✓ 1,300+ followers on Facebook and Instagram

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200+ posts on Facebook 2023/2024

• 1 live website, with 5 live pages offering support

276 active users

• 3 new trustees recruited

40+ local young people supported to attend MMA sessions

400+ attendances at Lad’s Den, 400 + cups of coffee!

4 quotes from members of Lad’s Den saying it changed their lives

6 families bereaved by suicide supported by 1-1 and group work

60+ positive mental health conversations had at Irlam Live

5 x Partners of men mental health focus groups held, over 25+ attending

2 JHT heads launched, ‘seeing mental health in a different light’.

20+ interactions at Health Improvement Team fund day

25+ interactions at Sacia Paper mental health awareness session

10 individuals attended mental wellbeing awareness session @The works

8 + interactions at Deli Dog Wellness Walk with Simon Taylor

6 individuals trained in positive mental health conversation @In Tech

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Jamie Horrocks Trust Trustees’ annual report For the year ended 31 March 2024

Financial review

Total receipts on unrestricted funding were £23,745 through fundraising activity, and £3,000 restricted funding granted from Salford Council for the running of the Lad’s Den.

The financial year, 2023/24 reported a small deficit of £3,369, this was to be expected with many charities still feeling the impact of the emergence from the pandemic, along with cost-of-living crisis. Overall, we still remain financially stable within our given means and we look to ensure we keep a tight control of income and expenditure. To implement our future plans to expand we will need a more robust financial stability plan, and this is a focus for trustees for the coming year.

The majority of the charity’s funds come from external fundraising (unrestricted funds), with applications to grant making organisations (restricted funds), this means that the funding has to be spent in line with the agreements of the organisation’s allocating the grant.

Key spending for the period:

£15,000 for lad’s den (this includes £5,000 from previous financial years cost, ~~i~~ nvoice received late), £5,240 Daywalkers Mixed Martial Arts workshops (delivered 7 workshops) and £4,178 invested in new merchandise for the Trust including a large sized gazebo used for attending events and fundraising.

Principal risks and uncertainties

Financial sustainability remains a key risk, given its dependency on fundraising income. The financial position is kept under close scrutiny, through regular review of the accounts and monitoring of the charity’s pipeline of potential and actual grant/funding applications. Ensuring the wellbeing of a such a small team to deliver the workload is also a key area on the trustee’s agenda. More will be done in the refreshed strategy to address this.

Reserves policy and going concern

The trustees are committed to generating sufficient funds to support current organisational activities to meet the following requirements:

• Safeguarding the charity’s service commitment in the event of delays in receipt of fundraising, grants or other income.

• Providing a financial cushion against risk and future uncertainties.

The Trust has established a reserve policy of £20,000 this would ensure that we can continue to deliver our established services for a 12-month period, this will be reviewed annually. With the majority of the charity’s funds coming from fundraising, this requires on-going work to ensure a pipeline of publicity and promotion to raise awareness and encourage participation.

Work to raise funds for both core costs and future project work remains a priority for the trustees. Whilst the external environment to secure funding remains very challenging, based on the track record of the charity’s delivery following the impact of covid-19, the trustees have a reasonable expectation that the charity remains a going concern for twelve months from signing these accounts. In the worst-case scenario so in the absence of sufficient funds, the charity’s contingency plan would be to contract and regrow.

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Statement of responsibilities of the trustees

The trustees are responsible for preparing the trustees’ annual report and the financial statements in accordance with charitable accounting standards

Charitable standards require the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website and observe the methods and principles in the Charities guidance provided by the Charity Commission.

Members of the charity guarantee to contribute an amount not exceeding £1 to the assets of the charity in the event of winding up. The total number of such guarantees at 31 March 2024 was 7. The trustees have no beneficial interest in the charity.

The trustees’ annual report has been approved by the trustees on 28[th] February 2024 and signed on their behalf by

David Pike Chair

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Appendix 1 Financial Report March- April 2023-2024

Income Notes	Unrestricted	Restricted	Total 2024	Total 2023
Voluntary Fundraising
Just-givingPage	9,504		9,504	9,444
Fundraisingevents(not through JG)	2,029		2,029	505
Grants Received
Grants(Salford CVS)1	-	10,475	10,475	12,450
Project delivery
Income received 2	1,150		1,150
Corporate Donations
Income received	3,587		3,587	1,729
Total Income	16,270	10,475	26,745	24,128

Expenditure	Unrestricted	Restricted	Total 2024	Total 2023
Charitable Activities
Front-line support delivery3	20,356		20,356	300*
Partnershipwork	656		656	2,515
On-going costs
Website	371		371	444
Just-giving	216		261
Promotionalproducts/events 4	6,019		6.019	2,421
Volunteer Expenses/Costs	261		261	100
Stationery/supplies	47		47	85
Adjustments
St Anne’s Hospice 5		2,189	2,189
Total	27,926	2,189	30,115	5,565

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Difference Income – Expenditure			£(3,369)	£18,563
Bank Balance carried forward			£57,967	£39,404
Balance bank account			£54,591	£57,967
Cash held			£50	£50
End of Year Balance			£54,641	£58,017

Supportng informaton

1 – Two grants received from Salford Council, via Salford CVS.

2 – Income for charitable work delivered for HealthWatch and We Are Willow, Art Project (via GM Integrated Health Authority)

3 – Delay in invoices, meant that costs of Lad’s Den had to be carried forward to 23/24 financial year.

4 - Promotional products £4178 purchase of new gazebo

5 - Transfer to St Anne’s Hospice – joint fundraising event by Neil Williamson, money raised collected by Jamie Horrocks Trust. Agreed 50/50 split by fundraiser. Monies transferred across as agreed.

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Independent examiners report to trustees for Jamie Horrocks Trust

I report on the accounts for the year ended 31[st] March 2024 as laid out on pages 12- 13.

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable directions given by the Charities Commission under section 145(5)(b) of the Act.

I have completed my examination. I can confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in any material respect;

• Accounting records were not kept in accordance with section 130 of the Act, or

• The accounts did not accord with the accounting records or

• The accounts did not comply with the appliable requirements concerning the form and content of accounts set out in the Charities (account and reports) Regulations 2008 other than any requirement that the accounts give are ‘true and fair’ view which is not a matter considered as part on an independent examination

I have no concerns and have come across no other matters in connection with examination to which attention should be drawn in this report in prodder to enable a proper understanding of the accounts to be reached.

Anthony Reddin Chartered Tax Advisor Date: 27/1/2025

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