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2021-03-31-accounts

To

Trustees' Annual Report for the period Period start date Period end date 1 April 2020 31 March 2021

From

Section A Reference and administration details

Charity name THE MAYOR'S CHARITY APPEAL TRUST (BASILDON) Other names charity is known by Basildon Borough Mayor’s Charitable Trust Registered charity number (if any) 1184193 Charity's principal address The Basildon Centre St Martin’s Square Basildon, Essex Postcode SS14 1DL

Names of the charity trustees who manage the charity

----- Start of picture text -----
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
Councillor David Basildon Borough
1
Burton-Sampson Mayor
Councillor Derrick Basildon Borough
2
Fellowes Deputy Mayor
Mr Owen Sparks Basildon Borough
3 Council’s Section
151 Officer
Mr Paul Basildon Borough
4 Burkinshaw Council’s Monitoring
Officer
----- End of picture text -----

Names and addresses of advisers (Optional information)

Type of adviser Name Address

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

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Trust Deed

(eg. trust deed, constitution)

How the charity is constituted

Charitable Trust

Trustee selection methods

Appointed

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

The Mayor and Deputy Mayor are appointed by the Basildon Borough Council each year at its Annual General Meeting.

The current Mayor and Deputy Mayor were appointed on 23 May 2019. Due to the current Covid 19 pandemic, the Annual Meeting scheduled to take place in May 2020 was cancelled therefore the term of office for the Mayor and Deputy Mayor has been extended.

The next Annual Council Meeting has been arranged for 27[th] May 2021.

The Section 151 and Monitoring Officers are appointed by Basildon Borough Council.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The objects of the charity (‘the objects’) are to make grants to further such general charitable purposes according to the law of England and Wales as the trustees may in their absolute discretion determine in the Borough of Basildon.

The Board of Trustees have met 7 times in the 2020/21 municipal year.

Due to the Covid pandemic, it has not been possible to hold any in person Charity fundraising events.

Throughout August, September and October the Mayor visited several organisations to thank them directly for the support they have provided to our residents during the pandemic.

At these presentations, we encouraged the organisations to sign up to our Basildon Lottery scheme which contributes a small amount to the Mayors Charity Trust.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

In August 2020, the Mayor held a Charity Quiz night remotely to raise funds for the Polly Parrot Appeal. Due to its success the Mayor held another remote Quiz night in December with a Christmas theme.

Throughout the pandemic, we have continued to promote the Basildon Lottery to organisations/charities and residents to involve more players, leading to more contributions into the Mayors Charity Trust.

In December 2020, it was identified that several of our residents didn’t qualify for Covid furlough pay, due to zero hour contracts, so it was decided to run a campaign ‘Keepthe-lights-On’ involving local business and contractors to donate to the Charity Trust in order to pay 119 qualifying applicants a grant of £275 per person.

The remainder amount of £5,598 has been approved by the original donors and agreed by the trustees to support the local Mental Health organisations.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

Section D Achievements and performance

Section D Achievements and performance

Summary of the main
achievements of the charity
during the year		 The Mayor of Basildon Borough Council during his term of office has had
a programme of events that have taken place in order to raise monies for
the Mayor’s Charity. They are listed below as follows:-
Monies Raised for the Polly Parrot Appeal –

Remote Charity Quiz Night (Sat 1st August 2020)
Entrance fee and Raffle Tickets sold.
Amount raised - £160.

Remote Christmas Charity Quiz Night (Sat 12th December
2020)
Entrance fee and Raffle Tickets sold.
Amount raised - £130.

Online/Live Civic Service (Mon 7th September 2020) – To
celebrate our commitment to the service provided to our
community – Donations made through Polly Parrot Givey
Page

Online/Live Civic Carol Service (Mon 21st December 2020)
– Online presentation of Carols, Prayers & Songs –
Donations made through Polly Parrot Givey Page

Facebook Fundraiser
Raised - £537.50
-----------------------------------------------------------------------------------

Keep the Lights On – Crowdfunding Page
Campaign run during Covid Pandemic (aimed at local
business’) – To assist hospitality staff that are excluded
from furlough pay.
This campaign was dependant on applications compliant
with the criteria of the grant payments.
Amount raised – £38,323.49
The remainder £5598.49 will be allocated to the Mental
health Fund in relation to Covid19.

Section E Financial review

Brief statement of the charity’s policy on reserves Details of any funds materially in deficit

Further financial review details (Optional information)

At the Trust meeting held on 9 June 2020, the grant funding criteria for awarding grants up to a maximum of £500 was agreed.

You may choose to include additional information, where relevant about:

Following the criteria, the Board agreed that funding be awarded to the following:-

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)

Full name(s) Owen Sparks

Position (eg Secretary, Chair, etc)[Trustee ]

Date 17 May 2021

----- Start of picture text -----
The Mayor's Charity Appeal Trust (Basildon) No (if any)
Receipts and payments accounts CC16a
For the period 01/04/2020 31/03/2021
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations - Lottery 4,075 - - 4,075 -
Donations - Councillors 156 - - 156 -
Donations - Direct & Givey 6,396 - - 6,396 -
Donations - Keep the Lights On - 32,725 - 32,725 -
Quiz Night Income 290 - - 290 -
Interest 1 - - 1 -
Gift Aid Repayment 107 - - 107 -
- - - - -
Sub total (Gross income for
AR) [ 11,025 ] 32,725 - 43,750 -
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 11,025 32,725 - 43,750 -
A3 Payments
Bank Charges 21 - - 21 -
Grants Issued - Food Banks 2,500 - - 2,500 -
Grants - Jo Cox Foundation 1,000 - - 1,000 -
Grants - More in common 1,000 - - 1,000 -
Grants - Keep the Light On - 32,725 - 32,725 -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 4,521 ] 32,725 - 37,246 -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 4,521 32,725 - 37,246 -
Net of receipts/(payments) 6,503 - - 6,503 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end 4,905 - - 4,905 -
Cash funds this year end 11,409 - - 11,409 -
----- End of picture text -----

CCXX R1 accounts (SS)

28/05/2021

1

Section B Statement of assets and liabilities at Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Balance Held at Bank
Details
Details
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
11,409
-
-
-
-
-
11,409
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Owen Sparks		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
17-May-21

CCXX R2 accounts (SS)

28/05/2021

2

MAYI-.)R ()F P,AS1 L.rJ(IN'S CHARITABLE TRUST Trustees, Annual Report for the period Period start date Perlod end date A8rch From Section A Reference and administration details Charlty name THE MAYOR'S CHARITY APPEAL TRUST (BASILDON) Other names charity is known by Basildon Borough Mayorfs Charitable Trust Reglstered charity number (if any) 1184193 Charlty's prlncipal address The Basildon Centre St Martin's Square Basildon, Essex Postcode SS14 1DL Names of the charity trustees who manage the charity Dales acted if not for wholè ear Office Ilf any) Name of person lor body} entitled toa oint trustee if an Trustee nam¢ Councillor David Burton-sampson Councillor Derrick Fellowes Mr Owen Sparks Basildon Borough Mayor Basildon Borough Deputy Mayor Basildon Borough Council's Section 151 Officer Basildon Borough Council's Monitoring Officer Mr Paul Burkinshaw Names and addresses of advisers {Optional Informatlon) e of adviser Namo Address Name of chlef executlve or names of senior staff members (Optional information)

Section B Structure, governance and management Description of the charity's trusts Trust Deed Type of governing document How Ihe charity is constituted Charitable Trust Trustee selection methods Appointed Additional governance Issues (Optional information) The Mayor and Deputy Mayor are appointed by the Basildon Borough Council each year at ils Annual General Meeting. The current Mayor and Deputy Mayor were appointed on 23 May 2019. Due to the current Covid 19 pandemic, the Annual Meeting scheduled to take place in May 2020 was cancelled therefore the lemi of office for the Mayor 8nd Deputy Mayor has been extended. 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 The next Annual Council Meeting has been arranged for 271h May 2021. Th8 Section 151 and Monitoring Officers are appointed by Basildon Borough Council. relationship with any related parties., Irustees, consideration of major risks and the system and procedures lo manage them. Section C Ob'ectives and activities The objects of the charity ('the objects,) are to make grants to further such general charitable purposes according to the law of England and Wales as the trustees may in their absolute discretion determine in the Borough of Basildon. Summary of the objects of the charity set out in its governing document The Board of Trustees have met 7 times in the 2020121 municipal year.

Due to the Covid pandemic, it has not been possible to hold any in person Charity fundraising events. Throughout August, September and October the Mayor visiled several organisations to thank them directly for the support they have provided lo our residents during the pandemic. At these presenlations, we encouraged the organisations to sign up to our Basildon Lottery scheme which contributes a small amount to the Mayors Charity Trust. Summary of the maln activities undertaken for the publlc benefit Tn relation to these objects (include within this section the statutory declaration that trusteès havè had regard to the guldance issued by the Charity Commission on public beneflt) In August 2020, the Mayor held a Charity Quiz night remotely to raise funds for the Polly Parrot Appeal. Due to its success the Mayor held another remote Quiz night in December with a Christmas theme. Throughout the pandemic, we have continued lo promote the Basildon Lottery to organisationslcharities and residents to involve More players, leading to more contributions into the Mayors Charity Trust. In December 2020, it was identified that several of our residents didn't qualify for Covid furlough pay, due to zero hour contracts, so it was decided to run a campaign 'Keep- the-lights-on, involving local business and contractors to donate to the Charity Trust in order to pay 119 qualifying applicants a grant of £275 per person. The remainder amount of £5,598 has been approved by the original donors and agreed by the trustees to support Ihe local Mental Health organisalions. Additlonal details of objectlvas and actlvities O tlonal infomiation You may choose to include further statements, where relevant, about.. policy on grantmaking- policy programme related investment- contribution made by volunteers. Section D Achievements and performance

Section D Achievements and performance Summary of the main achlevements of the charity durlng the year The Mayor of Basildon Borough Council during his term of office has had a programme of events that have taken place in order to raise monies for the Mayor's Charity. They are listed below as follows... Monies Raised for the Polly Parrot Appoal - Remote Charity Quiz Night (Sat 1st August 20201 Entrance fee and Raffle Tickets sold. Amount raised- £160. Remote Christmas Charity Quiz Night (Sat 12th December 20201 Entrance fee and Raffle Tickets sold. Amount raised - £130. OnlinelLive Civic Service (Mon 7th September 2020)- To celebrate our commitment to the service provided to our community- Donatians made through Polly Parrot Givey Page OnlinelLive Civic Carol Service (Mon 21 st December 2020) Online presentation of Carols, Prayers & Songs- Donations made through Polly Parrot Givey Page Facebook Fundraiser Raised- £537.50 Keep the Lights On- Crowdfunding Page Campaign run during Covid Pandemic (aimed at local business')- To assist hospitality staff that are excluded from furlough pay. This campaign was dependant on applications compliant with the criteria of the grant payments. Amount raised- £38,323.49 The remainder £5598.49 will be allocated to the Mental health Fund in relation lo Covid19. Section E Financial review Brlef statement of tho charlty's policy on reserves Delalls of any funds materlally in deficlt

Further financial review detalls (Optional information) At the Trust meeting held on 9 June 2020, the grant funding criteria for awarding grants up to a maximL¢m of £500 was agreed. Following the criteria, the Board agreed that funding be awarded to the following:" You may choose to include additional information, where relevant about= the Gharily's principal sources of funds (including any fundraisingl- how expenditure has supported the key objectives of the charity., investment pollcy 8nd objectives including any ethical investment policy adopted. £500.00 Donation - Salvation Army Wickford Food Bank £500.00 Donation- Motivation Minds Laindon Food Bank £500.00 Donation - Forging Men Billericay Food Bank £500.00 Donation - Helping Hands Lee Chapel North Food Bank £500.00 Donation - RCCG Majesty Connections Basildon Food Bank £1,000.00 - Donation- Jo Cox Foundation £1,000.00 - Donation- More in Common £32,725.00- Keep the Lights on Campaign, Grant application paymenls. 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 Slgnaturels) Full name(s) Position (eg Secretary, Chair, etc) Owen Sparks Trustee Date 17 May2021

llldependent Examinergs Report to the Trustees of The Mayor'5 Cliarity Appeal Trust Olasildon) I report to the trustees on my examination of th¢ accounts of The Mayoi s Chatity Appeal Trust (Basildon) ('the charity,) for the year ended 31 March 2021 which comprise the SumM￿Y of receipts and payments and the state￿ent of assets and liabilities. This repoit is made solely lo tbe charity's tI￿Stees, as a body, in a¢coi'dance with section 145 of the Chw'itÈes Act 2011. My woi'k has been undertaken so that I n]ight state to the charity's trustees those matters l am required to slate to them in thts itpoit and for no other purpose. To the fullest extent perniitt¢d by law. I do not accept or assume responsibility to anyone oth￿. than the charity and the chwity's trustees as a body, for my woik, foi. tbis repoit, oi. for the opinions I have foi7ned. Responsibilities and basi5 of report As th¢ trustees of the ch￿'ItY you are responsible foi. the preparation of the accounts in accordance with the requiirments of th¢ ch￿￿tIeS Act 2011 ('the Act,). I report Én respect of my examination of the chai'ity'.g accDunts cari'ied out under section 145 of the Act and in catrying out my examination I hiive tollowed all the applicable Directions given by the Charity Conllnission under section 145(5)(b) of the Act. An independent exarnination does not involve gathering all the evidence that would be requiiEd in an audit and consequently does not cover all the matters that an auditoi considers in giving theii. opinion on the accounts. The planning and conduct of an audit goes beyond the limited assurance that an independent examination can provide. Consvquently l express no audit opinion on the accowits and my report is limited to those sp¢¢ific matters set out in the independent examiner's stat¢m¢nt. Independent examiner's statement I have Completed my eX￿nItiation. I ¢onfirn that no material matters have ¢ome to my attention in connection with the exarnination giving me cause to believe that in any mateiial respect: accounting re¢oids W￿.e not kept irn i'espect of the ch￿ltY as iequÉi'ed by se¢tion 130 of Ihe Act. oi the accounts do not accord with those recoids. I have no concerns and have come aci'oss no other mattffl's in connection with the cxamination to which attention should be drawn in this i'eport in ordei to enable a proper und¢i'standing of the accounts to be reached. Rickard Lu¢kin Litnited Suite 8 Phoenix House Chiistopher Mailin Road Basildon SS14 3EZ

CHARITY COMMISSION FOR ENGLAND ANO WALES Recei ts and ments accounts CC16a Forthe period from Section A Receipts and payments Unrestrlcted fL¢nds RestrÉcted funds Endowm8nt funds Total fund5 Last year to th• nearèst tothe near8st £ tc fhe ne&roSt£ to tha n&arest£ to th8 nearast£ Al Recei Donoii¢ns- L¢Kory Donations- Counci11ors tJon8lions- Dire¢t & fjpiey FJttnalitsn¥- Kafip Ihh Lluhts On QU￿ Night InGOn lerest 4,07S 158 6.396 4,OY5 156 6,396 32.725 29 32,725 290 Gltt 1Q7 107 tots ross Income AR) 11.025 32,725 43.7SQ 55et an See table nves mant sa 8S, ota ,025 ,725 43,750 A3Pa mgnts Bank Ch?rges Granls1ssukd- For￿ B8nks Grants- Jo COK Foundation JfsJnlq- More in cor￿￿On Grants- Ke&p tha Llghl On 21 2.500 1.000 1.000 21 2,500 1,000 1,000 32.725 32.725 Sub total 4521 32,725 37,246 A4 Ass8t and inve$tmenl Sub total Total payment$ 4.521 32,725 37,246 Net of￿¢eIpts1[paYMentsj A5 Transfers between funds A6 Cash funds la3t year end Cash funds thls year end 6,503 6,503 4.905 11,409 1t.409 CCXX Rl account8 ISSI 2810512021

Section B Statement of assets and liabilities at the end of the period UnrestriGled funds to noaTest £ Re$triGted funds to Tr&are5t£ Endowment funds to *eares1 £ Categoyies Details B1 Cash funds B9[aRc￿ Hald al Bank 11,419 Total cash funds 11,409 laEropbaLrync8svAth aC￿nN3}I Unrestrletèd funds to ngar98t£ Rèstrlet8d funds tv nqarft8t£ Endowmènt funds to neJre8t £ Deta51s B2 Other monetary assets Fund towhlch as$&t bblott Current value Details Cost loptlonall Fund towhlch a$¥8¢ bdon Current value Details Cost loptlonall 84 Assets rètainèd for the charity's own use Fwnd t(bwhlrh Ilablltt relates Amount Whgn du9 Details B5 Uabllitlès Siqn6d by one or two trustees on behalfof all Ihè truste85 Datts of roval Signature Print Name Owen Sparks 17-May-21 CCXX R2 accoLEllls ISSI 2810512021