## **Trustees’ Annual Report for the period** **From: 1[st] Oct 20 Period start date To: 30th Sept 21 Period end date** **Charity name: Olive Branch Counselling** **Charity registration number: 1185613** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To offer safe, professional and affordable
counselling for the people of Wiltshire| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|Activities to include serving the local
community by helping our clients take
greater control of their lives with a view to
increased fulfilment , functioning &
empowerment.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Trustees are all fully cognisant of guidance
issued by the Charity Commission with
regards to the public benefits the charity
should offer.| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other Wincanton - Internal ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|The charity has had to adapt with the
impact of COVID 19 from a traditional face
2 face organisation to a more flexible
approach to counselling – this has led to
cultural difficulties with our clients not only
having to manage the virus which we know
is closely linked to increases in Mental
Health support requirements.
Our sustainability has been achieved via
great effort from all our counsellors and
clients.
We continue to progress with around 25
counsellors seeing on average 3 clients at
a time.
We believe in full equality and diversity to
support society as a whole.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| Wincanton - Internal ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity closing bank balance was
£53.4k with a net YoY income of £1.2k
predominantly sourced via grants.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|No specific reserves are held – all income
used to settle employees , overheads and
supervision costs| |Amount of reserves held|Para 1.22|None specific other than cash balance| |Reasons for holding zero
reserves|Para 1.22|See above| |Details of fund materially in
deficit|Para 1.24|Not applicable – positive cash position| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|None – expectation is continue as going
concern| **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| Wincanton - Internal ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution document| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Trustees consist of four – integrally
associated with the charity and its
operation and strategic goals.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Olive Branch Counselling| |---|---| |Other name the charity uses|None| |Registered charity number|1185613| |Charity’s principal address|Top Floor Saxon Court
21 Gladstone Road
Chippenham
Wiltshire
SN15 3BW| ||| Wincanton - Internal Wincanton- Internal **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Paul Austin|Trustee(chair)|14/07/20|| ||Thomas Wethers|Trustee|19/11/19|| ||Margaret Russell|Trustee|19/11/19|| ||Peter Sims|Trustee|19/11/19|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved > **Director name** None ## Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| ||None|| |||| |||| |||| |||| |||| Wincanton - Internal ## **Funds held as custodian trustees on behalf of others** Description of the assets None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** Wincanton - Internal ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Paul Austin ( Covid 19 ) **Full name(s)** Paul Charles Austin **Position (eg Secretary,** Trustee **Chair, etc) Date** 07/07/22 Wincanton - Internal **Olive Branch Counselling Full Year Statement - 1st October 2020 - 30 September 2021 General Account** ||**18/19**|**19/20**|**20/21**|||**18/19**|**19/20**|**20/21**|| |---|---|---|---|---|---|---|---|---|---| |**Income**|**£**|**£**|**£**|**Expenditure**||**£**|**£**|**£**|| |Hire of Premises|620.00|3,348.00|1,627.00|Administrator Wages||2,178.35|2,502.28|3,952.76|| |Client Donations|12,076.47|17,787.95|23,623.58|Counselling Manager Wages||6,644.68|10,316.00|13,133.60|| |Other Donations|23,516.02|26,770.00|12,766.25|Co-ordinator Wages||1,261.40|0.00|0.00|| |Registration & Assessments|0.00|1,013.14|0.00|Income Tax / HMRC||911.96|586.28|1,784.01|| |Tax Reclaimed|0.00|7,257.66|7,532.19|Employer Pension Contribution||68.15|636.98|0.00|| |Grants|34,630.00|2,012.00|3,000.00|Supervision Costs||2,626.00|4,287.00|6,303.00|| |Misc|206.36|170.47|1,431.00|Staff & Counsellors Expenses||143.40|894.39|58.10|| |Interest|2.76|15.84|0.00|Training||128.66|980.00|500.00|| |Courses|505.00|0.00|0.00|Insurance||636.92|1,040.81|964.55|| |||||CRB & Affiliation||129.00|530.00|484.00|| |||||Administration Costs||1,364.22|862.10|389.30|| |||||Equipment Costs||3,146.47|223.43|29.62|| |||||Software Costs||0.00|0.00|2,044.73|| |||||Property||33,132.71|19,492.80|19,137.80|| |||||Misc||2,487.31|30.00|0.00|| |Total Income|71,556.61|58,375.06|49,980.02|Total Expenditure||54,859.23|42,382.07|48,781.47|| |||_0.00_|_0.00 Check_||||_0.00_|_0.00 _|_Check_| |Total Income||58,375.06|49,980.02||||||| |Less - Total Expenditure||42,382.07|48,781.47||||||| |Surplus ( Deficit )||15,992.99|1,198.55||||||| |Opening Balance||36,639.98|52,632.97||||||| |Surplus ( Deficit )||15,992.99|1,198.55||||||| |Closing Balance||52,632.97|53,831.52 _Check_||_0.00_||||| |**Bank/Deposit Accounts**||||| |---|---|---|---|---| ||**Current Account**|**Deposit Account**|**Business Account**|**Total Funds**| |**Opening Balance**|**52,632.97**|**0.00**|**0.00**|**52,632.97**| |Credits|49,980.02|0.00|0.00|49,980.02| |Debits|(48,781.47)|0.00|0.00|(48,781.47)| |Transfers In|0.00|0.00|0.00|0.00| |Transfers Out|0.00|0.00|0.00|0.00| |**Closing Balance**|**53,831.52**|**0.00**|**0.00**|**53,831.52**| #Wincanton - Internal