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2025-03-31-accounts

Jamie Horrocks Trust

Charity Number: 1183037 Report and financial statements For year-end 31[st] March 2025

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Jamie Horrocks Trust

Contents

_____________ _____________
For the year ended 31 March 2025
Reference and administratve informaton 3
Introducton 4
Objectves and Actvites 5-7
Learning Outcomes

With thanks
JHT calendar & JHT in numbers
Structure and Governance

Financial Review
Statement of responsibilites of Trustees
Appendix 1- Financial Report
Appendix 2 Independent Examiners Report Statement		 8
8-9
10-11
12
13
14
15-16
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Jamie Horrocks Trust Reference and administrative information For the year end 31[st] March 2025

Charity Number 1183037 Registered Address 171 Higher Green Lane Astley, Manchester M29 7JA

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||||| |---|---|---|---| |Trustees|N|ame|Date of Appointment| |David Pike (Chair)|30|[th]|March 2019 (Re-appointment 2025)| |David Horrocks|30|[th]|March 2019 (Re-appointment 2024)| |Paula Horrocks|30|[th]|March 2019 (Re-appointment 2025)| |Tammy Pike 30|[th]|March 2019 (Re-appointment 2025)| |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 2025

Introduction

The trustees are delighted to present their report for the financial year ended 31[st] March 2025. 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 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.

Purpose, aims and activities

Our purpose:

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:

✓ Raising awareness of the risks associated with mental health/addiction across local community and organisations, to identify individuals at risk and signpost to support services.

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 .

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Lived Experience and Community Focused

We deliver several support systems, providing timely access, both face-to-face and on-line, developed by people with lived experience, for people with lived experience:

Our Achievements Over 2024-25

We are incredibly proud to present this annual report, highlighting the support we continue to deliver across the local community and beyond, to improve the mental fitness for all.

We are acutely aware that many mental health support services are currently experiencing economic pressure alongside long waiting times. The support we offer provides a Step 1 services delivering timely and accessible spaces, delivering positive interventions and making a difference on the mental fitness for all.

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

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Headlines:

Awareness

Prevention

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Support

Focus on:

Youth Futures Programme

At the Jamie Horrocks Trust, we believe that supporting the wellbeing of young people is vital for building stronger, healthier communities. Good mental health in early life lays the foundations for resilience, confidence, and future success.

Through the appointment of our Youth Well-being lead and programmes, we offer safe spaces, positive activities, and tailored support to empower young people, build emotional fitness and promote a culture where it’s always okay to ask for help. We recognise this is area that can significantly improve our prevention offer, creating early interventions for young people before they reach crisis point. By investing in their wellbeing today, we are helping to protect and nurture the futures of our community’s young people.

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Connecting Youth and the wider community

The appointment of an ad-hoc project lead has also enabled the Trust to expand our partnership work with Salford Youth/Leisure services and successful application for grants to deliver the community orchard and grief/loss school project, update all policies and procedures and supporting the development of strong partnership with Cadishead community hall.

Learning outcomes for 2024-25

During 24/25 the trustee’s wanted a stronger focus on creating a longerterm sustainability plan for the Trust. It has been recognised that progress in this area has been limited, due to capacity and the timecommitments required to run youth-hub programme.

This will continue to an on-going priority for trustee’s; it has been agreed that a draft proposal will be presented by end of the financial year 2026, with a focus on bringing

Future Plans (2025-2026)

With special thanks

The trustees would like to take the time to thank the many individuals and organisations that continue to support the Trust, without this we wouldn’t be able to deliver our services to the local community.

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Partnership working - Lad’s Den

Thank you to the 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.

Youth Wellbeing Hub – Salford Youth and Leisure Services

At the start of 2024, the Trust commenced partnership work with Greater Manchester Police, building on the Reform work created by James Byrnes. This partnership has been instrumental in the expansion of place based/out-reach work, and grown from strength to strength over the last 12 months: Salford Youth Service Team, Salford Leisure Services and JHT volunteers.

Volunteers and fundraisers

A special 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:

Corporate Sponsors

Grants

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JHT Calendar

Parents engagement grief sessions delivered

Mar: Achieved 5 star hygiene rating at Cadishead Hall

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2024-25 JHT In Numbers

1,800+ followers on Facebook and Instagram

230+ posts on Facebook 2023/2024

1.2k+ watched Jamie’s Bench film launch

4 new youth pages go live on website

120+ attendances at Lad’s Den, That’s 120+ cups of coffee

2 case studies from Lad’s Den, saying it saved their lives

10 families bereaved by suicide, supported

100+ mental health conversations

20+ people co-designed Jamie’s bench

25+ people engaged with at Sacia mental health event 20+ teaching staff over 4 events engaged on grief/loss

6 parents engaged with on lived experience grief project

50+ young people taken on enrichment reward trips

180+ young people, a week, attend youth holiday hub 25+ young people have Xmas lunch, gifts and party

4 portfolio case studies developed for Youth Hub

4 new volunteers recruited

5 new corporate connections made

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Structure, governance & management

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

This report reviews what the charity has planned, delivered and outcomes achieved for the year ending 31 March 2025. The trustees report the success of each key activity; the benefits the charity has brought to the groups of people it is set up to help and ensure the charity aims; objectives and activities remain focuses on its stated purposes.

Four of the trustees: Dave Pike, David Horrocks, Paul Horrocks and Tammy Pike are founder members of the Trust. Trustees will usually serve for a term of three years (David Horrocks and Paula Horrocks were appointed on five-year appointments), after this term they may put themselves forward for re-appointment, subject to a review and approval from other Trustees.

In 2023 we appointed three new independent trustees, they were appointed on three years term of office. These individuals have brought new skills and insight to the Trust, assisting us to expand our offer under more robust scrutiny.

At the start of 2024, we were in the fortunate position that one of the Trustees (Tammy Pike) took a career break. It was proposed and agreed, by the independent Trustee’s, it would be in the Trust’s best interest to focus on developing the Trust’s presence, outreach development: focusing on grant project proposals and delivery.

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Jamie Horrocks Trust

Trustees’ annual report For the year ended 31 March 2025

Financial review

Total income

Over 24/25 we have remained financially stable, we have seen increase demand in our youth provision, for the most disadvantaged with the increase in food poverty, greater risks of exposure to domestic violence, drug use and criminal exploitation. While our income our income has grown, we still do not have a consistent, guaranteed annual income and we must work continuously to apply for new sources of funding.

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity implement and our plans 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, with applications to grant making organisations (restricted funds £13,518), this means that the funding must be spent in line with the agreements of the organisation’s allocating the grant.

Principal risks and uncertainties

Financial sustainability remains a key risk, given its dependency on fundraising income. The financial position is kept under 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 £15,000 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.

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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 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.

No trustees receive renumeration for their Trustee duties. During 2024/25 it was agreed, by independent trustees, it would be in the Trust’s best interest for Tammy Pike to be renumerated for her services in relation to ad-hoc project delivery work when costed and covered by grant applications. Monitoring of project delivery is reviwed via independent trustees.

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

David Pike Chair

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Appendix 1 Financial Report March- April 2024-2025

Income Notes Unrestricted Restricted **Total 2024/5 ** **Total 2023/4 **
Voluntary Fundraising
Just-givingPage 5,860 5,860 9,504
Fundraisingevents(not through JG) 2,254 2,254 2,029
Grants Received
Grants: Salford CVS 1 - 13,518 13,518 10,475
Grants
HDT
For housing		 5,300
500		 5,300
500
Project delivery
Income received - - 1,150
Corporate Donations
Sacia Pack UK LTD
Friends of Irlam		 800
50		 800
50		 3,587
Total Income 14,764 13,518 28,282 26,745
Expenditure Unrestricted Restricted Total 2024/5 Total 2023/4
Charitable Activities
Front-line support delivery2a/2b
1,440		 13,518 14,958 20,356
Partnership work
3		 6,913 6,913 656
Project delivery 350 350
On-going costs
IT/Website/social mediaplatforms 1,077 1,077 371
Just-giving 216 216 261

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Promotionalproducts/events 461 461 6,091
Volunteer Expenses 423 423 261
Stationery/supplies 463 463 47
Adjustments
Transfer of monies 4 211 211 2,189
Misc costs 93 93
Total 11,647 13,518 25,165 30,115
Balance C/F 54,598 57,967
Difference Income – Expenditure 3,116 (3,369)
Balance bank account 57,714 54,598
Cash held 90 50
End of Year Balance 57,804 54,691

Supportng informaton

1 – Four grants received from Salford Council, via Salford CVS for project led work.

2a – Costs include Youth Hub (venue hire, food and enrichment trips: Manchester United Foundation and Waterworld) and Volunteer costs for live events (food and refreshments for full-day events)

3 – Delay in invoices, meant that costs of Lad’s Den had to be carried forward to 24/25 financial year (5,000) also includes payments to Daywalkers for youth engagement programme (3,120) and Pantling Studio (3,600) for mental health art work/Jamie’s memorial bench

4 - Transfer to Irlam JFC for joint fundraising activities, monies raised through various events.

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(HARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees S4rf/£ . On accounts for the year endod Charity no lif anyl ///105 7 Sèt out on pages I rewrt lo the trustees on my examination of the account of the above charity I'the Trust") lor the year endeds l z&z2 Responsibiliti&s and basis of report As the charity's trustees. you 8re ￿sponsible for the prepawalion of the accounts in accordance with the requirements of the Char(iies Act 2011 I'lhe Act'i. I rep(>rt in respect of my examin81ion of the Trust's accounts carried out under section 145 of the 2011 Aet and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515llbl of the Act. Independent Jhe charity's gross income exceeded £250,000 and l am qualified to examiner's statement undertake th8 examination by being a qualified member of linsert name of applicable listed bodyll. Delete I l if not applicable. I have completed my exarnin8lion. I confim that no material matters have come to rny attention in eonnection with the examination (other than that disclosed below'l which gives me cause to beltve that in, any material respect.. the accounting re¢oids were not kept in accordan￿ wrth section 130 of the Charities Act., or the aeeounls did not accord with the accounting recoTds', or the accounts did not comply wth the applicable requi￿rnents con￿rning the form and content of accounts set out in the Charities IA¢wunts arid Reports) Regulati'ons 2008 other than any requiTement that the accounts give a 'true and fair. view which is not a matter considered as part of an independent examination. I have no concerns and have comts across no other matters in conne¢tion with the examinaiion to which attention should be drawn in this report in order lo enable a propor understanding of the accounts to be reached. ' Pl&ase clel the words in the brackets if Iheydo not apply. Dats.. Signèd= Nama: AA/7 Relevant professional quaiificationlsl or body IER Oct 2018 17

{if any): Address: s& Section B Disclosure Only complete if the examinei needs to highlight fflaterial matters of concem (see CC32. Independenl examination of charty accounts. directions and guidance for examiners). Give here brief details of any items that the examiner wshes to disclose. fAE IER Oct 2018 18