Independent examlnef8 report to the Trustees of Mothershare Charitsble Incorporated Organisation (Yhe CIO,). Charity Number 1185295 I repM lo the Charity tru81ees on my exanwnab'on olthe accYAmts of tr* CIO lorthe ￿ric errfled 31 Marth 2024. a￿ set pages 6 to 9. Responslbllltles and basls of tho report As the trustees ol the CIO, you are responsible for the weparakn ol tl¢ •¢¢wnts in 80>)rdarKe Vlth It* requiretrthts of the Charilies Aca 20111tr* Acr). I fewNI in respecl of my exam1￿11￿ of tl* CIO'S •xx)unts as carried (*rt uThJer set#iw 14S of ts 2011 Ad. In ￿rr￿r￿j lxrt my exanwnali¢)n, I ha￿ follty￿1 all dire(*'orY gibtn by the Charity Comrrission LThJer seclion 145(5llbl of the Ad. Ind•wnd•nt •xamln•e$ stat•mont I have compbelet1 my exarrinalM)n. I conffimi that Tr) matenal malters have o)me lo my attent￿n in connec*"¢)n vAlh t￿ examinali¢)n, gi¥ir¥J caL￿e lo bel*¥t that in any malerial resF¢d'. ACC￿￿tIr￿j records were not kept n iesF¢¢t of ts CIO as wuired by section 130 ex8rr#nalion lo wthich attentbM Sh￿￿j Oe in Nder lo enatjle a yoper L¥¥lwsts￿l￿¥ ol the a￿UnIS to be read￿d. E¢hvard Shanks )artmen18. 2 Papert*yJse CIo8e. R0d￿jaI&. CL11 SLQ ACA cttarte￿ A¢c(xJnlanl 3(P J?Th￿ry 202S ## Annual Report and Financial Statements ## for the period ending 31 March 2024 ## Contents: ## Page Trustees’ report Examiner’s report Receipts and payments account Statement of assets and Liabilities Notes to the Accounts ## Trustees, report for the period ending 31 March 2024 Reference and administrative details of the Charity, its Trustees and Advisors. The Trustees during the financial period up to and including the date the report was approved were: Name Position Dates Kimberley Shedden Chair Appointed September 2019 Jacqueline Taylor Appointed September 2019 Olivia Dunn Appointed September 2019 Trevor Snell Appointed February 2023 Angela Shaw Appointed August 2023 ## Charity Number The Charity was registered with the Charity Commission for England and Wales, number 1185295, on 13[th] September 2019 Principal Address Bankers 16 Bank Edge Road Virgin Money Illingworth 7 Waterhouse Street Halifax Halifax HX2 8JU HX1 1XZ Independent Examiner Edward Shanks Apartment 8, 2 Paperhouse Close, Rochdale 0L11 5LQ ACA Chartered Accountant ## Structure, governance and management: The Charity is governed by a constitution adopted on 13 September 2019. The Charity is a Charitable Incorporated Organisation (CIO) formed on 13 September 2019. ## Method of recruitment and appointment of trustees: The Trustees of the Charity are appointed/reappointed by the members at the AGM. Trustees are recruited by advertisement and interview. ## The Charity’s objectives and activities: ## Objectives The prevention and relief of poverty among socially and/or economically disadvantaged families and pregnant women in Calderdale and the surrounding areas, who are unable to provide essential equipment, clothing and other items for babies and children. Supplying them with such items free of charge through a referral service from external agencies. ## Activities Mothershare became a CIO on 13 September 2019, having been founded by two sisters in June 2015. As at 31[st] March 2024 we are still based at Ogden in Halifax. We still work on a referral basis to provide/loan essential items to families and children from birth to late teens. Our referrals come from local statutory agencies which include Calderdale Council Family Intervention Team, Midwives, Health Visitors, The Women’s Refuge, The Women’s Centre, Schools, West Yorkshire Police, and Healthy Mums to mention a few. Examples of the essential items we provide/loan are: - A maternity and new born pack for a Mum to enable her to leave hospital. - A cot, mattress and bedding to families whose baby does not have a safe place to sleep. - Safety gates to families in rented accommodation with no internal door. - A pram to allow mum to get out and about. - Hygiene Packs for Year 5/6 school children - A bundle of essential clothes and items to families finding themselves homeless after fleeing abusive situations. - Birthday bundles which include presents, a cake, sweets to share at school, banners and a card ensuring no child feels left out. We provide our services throughout Calderdale 7-days a week, and our service is lead by our team of committed volunteers. Our volunteers do an amazing job running the office as well as helping to raise funds, sort donations in our stockroom, collate items for each referral and deliver them. Without these wonderful individuals we could not provide our much-needed service. The items we provide/loan either come from kind donations of new and used items from the public or items we purchase from our fundraising efforts. There are some items we have to buy new, mainly, cot mattresses, safety gates and underwear. We have received donations of money, time and essential items from many local businesses and grants from The Community Foundation for Calderdale and Calderdale Council. ## Public benefit statement In setting our objectives and planning our activities, our Trustees have given serious consideration to the Charity Commission’s general guidance. ## Achievements and Performance During 2023/2024 Mothershare: - Responded to 469 referrals - Provided items for 978 children - Supplied 74 families with a hygiene pack We continue to be extremely busy and are supporting refugees alongside the local families who continue to struggle for a variety of different reasons alongside the cost-of-living increases. The hygiene packs we have been able to provide with a grant from CFFC, have been very well received. These included essential house cleaning products and personal hygiene products such as washing powder, anti-bacterial spray, wipes, shower gel, shampoo, toothbrushes and toothpaste. This has allowed families to use their limited funds more effectively. We have continued our fundraising efforts through various events over this year to help further boost our funds. We were very busy again this Christmas, providing 265 children with Christmas presents. We have also provided Birthday Bundles as we believe birthdays are special. Our bundles contain a cake, gifts, a goodie bag, banners and a card. We receive some amazing feedback from the wider community, showing appreciation for what we do. This is received verbally and via emails and letters from the agencies we deal with, e.g. midwifes and social workers and sometimes from our service users. ## Financial Review The net receipts for the period were £5,496.00. This total includes net receipts of £496.00 on unrestricted funds and net receipts of £5000 on restricted funds. ## Reserves Policy The Charity’s free reserves at the period end were £4,984.62 Our reserves policy is to hold approximately 6 months of unrestricted expenditure plus additional amounts, calculated using a risk-based approach. Our target reserve equates to £13,970.00. The current level of reserve is therefore £8,985.38 below the amount calculated by our reserve policy. The board will continue to monitor the level of reserves on a regular basis and take action to reduce running costs or increase income through applying for grants and fundraising activities as necessary. ## Declaration The Trustees declare that they have approved the Trustees’ report above. Signed on behalf of the board of trustees Signed: Kimberley Shedden Date: …………30/01/2025……………… Name: ………… KIMBERLEY SHEDDEN …………………………………………… (Trustee) ## **Mothershare Accounts 2023/24** |**Income**
Sales
Donations
Events/Raffles
CFFC
Morrisons Foundation
Halifax/Lloyds
Arnold Clark
Yorkshire Bank
Nth Hx Ward Forum
Unrestricted Grants/other
**Total Income**
**Expenditure**
Running Costs Incl Utilities
Travel Costs
Rent
Event/Fundraising Costs
Salaries
Equipment/Referrals
Accounts/IE (2020/21)
**Total expenditure**
**Net**
Balance B/F
Balance C/F
Bank
Petty Cash
**Restricted Funds**
_Rent_
Lloyds Bank
Arnold Clark
CFFC
Morrisons Foundation
Tesco/Yorks Bk
Nth Hx Ward Forum
**_Total Restricted_**
**Unrestricted**
**Total**
Bank
Cash|U
R/U
U
R
R
R
R
R
R
U
R/U
R/U
R/U
U
R/U
R/U
U
**B/F**
5,079.69
-
-
4,075.05
-
1,106.01
500.00
10,760.75
22,149.84
**32,910.59**
31,953.68
-
**31,953.68**|**Unrestricted**
**Restricted**
25
-
470
-
-
-
-
-
-
-
-
5,000
-
-
-
-
-
-
0
-
**496**
**5,000**
154
-
-
-
-
833
96
-
223
223
113
-
-
-
**585**
**1,056**
**89**
**-**
**3,944**
**22,150**
**10,761**
**22,061**
**14,705**
**Income**
**Expenditure**
-
833.00
5,000.00
-
-
-
-
623.70
-
-
-
-
-
-
5,000.00
1,456.70
18,164.78
30,828.59
**23,164.78**
**32,285.29**|**Total**
**25**
**470**
**-**
**-**
**-**
**5,000**
**-**
**-**
**-**
**0**
**5,496**
**154**
**-**
**833**
**96**
**446**
**113**
**-**
**1,641**
**3,855**
**31,954**
**35,809**
**-**
**-**
**-**
**C/F**
**4,246.69**
**5,000.00**
**-**
**3,451.35**
**-**
**1,106.01**
**500.00**
14,304.05
**9,486.03**
**23,790.08**
19,288.67
-
**19,288.67**| |---|---|---|---|