2024-04-05-accounts - The Will Garvey Trust Foundation

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Trustees’ Annual Report for the period

From April 2023 Period start date To April 2024 Period end date Charity name: The Will Garvey Trust Foundation

Charity registration number: 1183645

Objectives and Activities

The Will Garvey Trust Foundation exists to preserve and protect the mental health of individuals, their families and friends impacted by suicide and mental health conditions, including those individuals who are at risk of suicide, but not exclusively through:

A) The provision of support/signposting, financial assistance, education and advice;

B) Increasing awareness of mental health issues and suicide by engaging with the local community including schools and other organisations;

C) Educating professionals and promoting good practice when discussing suicide and mental health issues with individuals, their families and friends.

Summary of The Will Garvey Trust Foundations main activities in relation to those purposes for the public benefit

During the year 2023024, the CEO and Board of Trustees has ensured that the services delivered have been of the highest quality and developing relationships with key partners has been integral to this success.

The recruitment focus of the last year is bearing fruit with a small number of new volunteers joining the WTF volunteer team. A new induction process has been introduced and we recognise the need to find a Volunteer Co-ordinator to manage new, as well as, existing volunteers. We are currently advertising this role.

We are finding that the staffing issues that had caused such concerns in 2022-23 are improving: the result is more consistent communication with staff and the Wellbeing Groups in the schools we have been working with. We are also noticing that schools are beginning to respond to governmental initiatives that support the mental health and wellbeing of young people and are asking WTF to consider other ways to support them.

Here is a summary of the activities taken place in relation to the public benefit and our goals and objectives:

A) The provision of support/signposting, financial assistance, education and advice

Website

The WTF website is managed by one of our trustees and he is looking for ways to adapt and improve the layout and usability to enhance the experience for users. We continue to update resources on the Help Me pages so they offer the most up to date and reliable advice. We have added a pop up on the opening of the website that provides emergency support and advice before entering the website itself. This ensures that the most useful information is prominent and accessible for those in crisis, and those supporting someone in crisis.

Over 120 updates have been in the year 2023-24. The number of Facebook users has increased to over 600. And we have much greater alignment between Facebook and our other social media platforms.

Wellbeing libraries

We added two new schools to our Wellbeing Library portfolio. This means that a significant number of young people now have easy access to the information they need in the place they spend most of their time – at school. This also means that as part of the Wellbeing Library project, WTF is able to talk with greater numbers of young people about the project, and how it can be improved. One significant response has been the need for books written in the graphic novel style (but which is very rare). Abd the need for audio books for reluctant readers. This is something for us to consider in the future.

Wellbeing Care Packs

WTF piloted a project with CAP (Christians Against Poverty) and extended this to EMA Training. We have now delivered 29 care packs to young people in crisis. The pack includes a range of toiletries, a personal item, and relevant resources. We will review the impact of this project at the end of the calendar year 2024. However feedback from partner organisations has been extremely positive and we hope to expand this project further.

B) Increasing awareness of mental health issues and suicide by engaging with the local community including schools and other organisations ;

WTF continues to build on existing partnerships to offer a wider range of workshops and talks and have added Broomfield College (part of Derby College) to this list. Workshops and talks now cover:

anxiety, bereavement, exam stress, mental health awareness, self-care, as well as staff training

The feedback from the WTF Wellbeing Workshops continues to be overwhelmingly positive with over 98% of participants agreeing that the workshops were helpful, relevant, and engaging.

WTF are committed to building a larger delivery team to enable us to deliver more workshops more regularly. One volunteer is trained to deliver independently whist one other is currently training to this end.

We are pleased to confirm that we have surpassed last year’s target of attending and hosting 5 events throughout the year. We continue to work within our local community at a range of events including:

5k Memorial Run
Baton of Hope
Bilborough College MH Week & Volunteer week
CAHMS MH Awareness Day at Temple House, Derby
Charity Football Match at Ilkeston Town FC
Charity Race Night
EMA Awards Night
Nottingham Panthers’ Charity of the Month
Quiz night at White Rose Cricket Club
Thinkfest!
Well dressing
Winter Ball at Breadsall Priory
World Book Night Giveaway – The Boy Between

In expanding the range of events we host and attend ensures that we are able to reach greater numbers of people who may be in need of our support, or who are needing signposting to other local services. Building ‘talking communities’ is at the heart of what we do and attending and hosting events enables this to happen.

We continue to attend various meetings that focus on mental health and wellbeing in Derbyshire (Erewash Children and Young People’s Mental Health and Emotional Wellbeing Network, Derbyshire Mental Health Forum, for example). We attended the National Suicide Prevention Alliance Conference, Harmless Conference. And the Baton of Hope conference.

C) Educating professionals and promoting good practice when discussing suicide and mental health issues with individuals, their families and friends.

11 volunteers attended Induction training in November and learned about:

Mental health awareness
Roles and responsibilities
Safeguarding
WTF: its vision and mission

8 volunteers attended 2 day Mental Health First Aid Training delivered by MHFA which allows us to provide at least one Mental Health First Aider at every event we host or attend.

Understanding our role and the public benefit

All 9 trustees have read and understand the Charity Commission guidance on public benefit.

All 9 trustees have completed Safeguarding training provided by SAFE and ‘Understanding the role of Trustees’ provided by NCVO.

Financial Review

Our Reserves Policy has been in place since the 2022/23 financial year, which states that we will always hold at least 6 months’ ‘Core Expenditure’, plus any exceptional items of expenditure, in reserve at all times. This is reviewed every quarter and reported to the board of Trustees. The aim of our Reserves Policy is to ensure that WTF has money in reserve to cover emergencies, unexpected events, and loss of income.

The unaudited Trustee’s Report and Accounts to 31[st] March 2024 showed: - Cash held at 1[st] April 2023: £22,657.72 Cash held at 31[st] March 2024: £28,180.72

(Unrestricted Funds £24,662.07 and Restricted Funds £3,517.73)

There are no uncertainties about the charity continuing as a going concern.

Structure, Governance and Management

The Will Garvey Trust Foundation (WTF) has a constitution. WTF is a Charitable Incorporated Organisation and became a registered charity in May 2019.

Trustees were appointed in the first instance by putting themselves forward, and receiving two nominations from within the group. Trustees are appointed on a three-year tenure. At each AGM a Trustee can be nominated and seconded by other Trustees to continue in the post for a further three years.

There is a different procedure for the post of Chair who must complete an application form and seek nomination from two other Trustees.

We now have a Trustee Declaration form which all trustees must sign and abide by for the 3 year tenure of the post. Trustees must also complete the ‘Conflict of Interest’ record.

Whilst we have so far been unable to appoint a Chair, this continues to be a priority and discussions are taking place with two prospective candidates. We are confident of appointing by the next reporting period 203-24.

Reference and Administrative details

Charity name: The Will Garvey Trust Foundation

Other name the charity uses: WTF

Registered charity number: 1183645

Charity’s principal address: 1 Newdigate Street, West Hallam, Derbyshire, DE76GZ

Names of the charity trustees who manage the charity

Joanna Garvey – Acting Chair

Kevin Edwards – Treasurer

Becky Murdoch – Safeguarding Lead

Kevin Garvey – Deputy Safeguarding Lead

Ian Eckloff

Joanne Watts

Pippa Jackson

Kath Williamson

Paid employees:

Joanna Garvey – CEO

Additional advisors

Governance, Fundraising: Andy Corley. Mingary Cottage, Smalley Mill Road, Horsley, Derbyshire. DE21 5BL

Mental Health and Suicide Prevention: Steve Williamson. 99 St Wilfrid’s Road, West Hallam. DE7 6HH.

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees by:

Signature:

Full name: Joanna Garvey

Position: Acting Chair Date: 15/01/2025

Charity number

1183645

Will Garvey Foundation Trust

Financial Statements For the year ended 31st March 2024

The Will Garvey Trust Foundation Service Charge Accounts Contents

	Page
Trustees' annual report	3
Statement of financial activities	4
Statement of financial position	5
Notes to the financial statements	6

The Will Garvey Trust Foundation Trustess Annual Report

The trustees present their report and the unaudited financial statements of the charity for the year ended 31st March 2024.

REFERENCE AND ADMINISTRATIVE DETAILS

Charity name

Will Garvey Foundation Trust

1 Newdigate Street, West Hallam Derbyshire, DE7 6GZ

The trustees

The trustees who served the charity during the period were as follows:

Ms RJ Murdoch Mr KC Edwards (Treasurer) Mrs SJ Watts Mrs PG Jackson

Mr KA Garvey Mrs KM Williamson Mrs JL Garvey Mr IP Eckloff

Bankers

NatWest Bank Ilkeston Branch 42 Bath Street, Ilkeston, Derbyshire DE7 8HF

Signed on behalf of the trustees

Mr K Edwards Treasurer

........................

The Will Garvey Trust Foundation

Service Charge Account for the year ended 31 March 2024

Income Incoming resources from gathering funds Other income received Grant funding Event costs Items bought for resale Bids and projects Administrative Costs Advertising and marketing Bank charges Computer and website costs General Expenditure HMRC PAYE Insurance Printing, postage and stationery Salaries Subscriptions & Licences Training costs Travel and subsistence Depreciation Gross Surplus Cost of Sales	2024 £ 22,614 47 4,343 27,004 3,204 2,125 955	2023 £ 15,584 6 3,000
		18,588 4,947 1,437 1,850
	6,284 713 211 443 67 3,480 744 660 7,680 951 1,285 115	8,234 - 21 1,206 - - 713 1,242 10,800 - 520 -
	16,349 456 23,089 3,916	14,502 570
		23,306

		- 4,718

The Will Garvey Trust Foundation Balance Sheet as at 31 March 2023

Balance Sheet as at 31 March 2023 The Will Garvey Trust Foundation
Notes Fixed assets Tangible fixed assets 4 Current assets Debtors 5 Cash at bank and in hand Creditors: amounts falling due within one year 6 Net current assets Net assets Reserves Reserve fund 7 Total reserves	1,824	2024 £ 26,891 26,891 23,411 23,411	2,280	2023 £ 19,495
	- 28,180		- 20,875
	30,004 (3,112)		23,155 (3,660)

				19,495
				19,495
				19,495

In accordance with the terms of the engagement of the accountants we approve the financial information which comprises of the service charge account and service charge balance sheet. We acknowledge our responsibility for these statements and confirm we have made available all relevant records and information for their preparation.

On behalf of The Will Garvey Trust Foundation Approved on ………………..

The Will Garvey Trust Foundation Notes to the Accounts For the year ended 31st March 2024

1. Accounting policies

1. Basis of accounting

The financial statements have been prepared under the historical cost convention and in accordance with applicable United Kingdom accounting standards and the requirements of the Statement of Recommended Practice 'Accounting and Reporting by Charities' issued in March 2005 (SORP 2005).

2. Bank Balances

Reserve fund money was held in trust at Natwest Bank under the titles Will Garvey Trust Foundation with reference 23330899.

3. Reserve fund

The reserve fund has been created under the provisons of the trustees and the members to meet future needs of the charity.

4. Tangible fixed assets

Cost At 1st April 2023 Additions Disposals At 31st March 2024 Depreciation At 1st April 2023 Additions On disposals At 31st March 2024 Net book value At 31st March 2024 At 31st March 2023 5. Debtors Debtors Prepayment	Plant and Equipment 2,909 - -	Fixtures & Fittings 1,375 - 1,375 673 140 - 813 562 702 2024 £ - - -	Total 4,284 - -
	2,909		4,284
	1,331 316 -		2,004 456 -
	1,647		2,460
	1,262		1,824
	1,578		2,280
			2023 £ - -
			-

6. Creditors: amounts falling due within one year Creditors Other Creditors 7. Reserve Balance brought forward Surplus/(deficit) for the year At 31st March 2024	2024 £ 1,526 1,586 3,112 2024 £ 19,495 3,916 23,411	2023 £ 3,124 537
		3,661
		2023 £ 24,213 (4,718)
		19,495