Trustees’ Annual Report for the period
From: 1[st] Oct 21 Period start date To: 30th Sept 22 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
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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 deal with a number of challenges in this financial year particularly around a shortage of volunteer counsellors and the increase in demand from clients with limited resources. Our sustainability has been achieved via great effort from all our counsellors and clients. We continue to progress with around 20 counsellors seeing on average 3 clients a week. 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 |
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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 £51.8k with a net YoY expense of £3.3k 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 |
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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 three – 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 |
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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 | ||
| 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 | ||
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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
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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 07/07/23
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Olive Branch Counselling
Full Year Statement - 1st October 2021 - 30 September 2022 General Account
| Income Hire of Premises Client Donations Other Donations Registration & Assessments Tax Reclaimed Grants Misc Interest Courses Total Income Total Income Less - Total Expenditure Surplus ( Deficit ) Opening Balance Surplus ( Deficit ) Closing Balance |
21/22 £ Expenditure 1,233.00 Administrator Wages 21,798.50 Counselling Manager Wages 9,025.00 Co-ordinator Wages 1,747.00 Income Tax / HMRC 6,713.15 Employer Pension Contribution 0.00 Supervision Costs 10.82 Staff & Counsellors Expenses 0.00 Training 0.00 Insurance CRB & Affiliation Administration Costs Equipment Costs Software Costs Property Misc 40,527.47 Total Expenditure Check 40,527.47 50,941.85 (10,414.38) 55,011.26 (10,414.38) 44,596.88 Check 0.00 |
21/22 £ 4,766.92 13,767.14 0.00 1,885.29 0.00 5,273.50 860.78 440.00 1,032.17 565.00 240.00 0.00 2,408.36 19,702.69 0.00 50,941.85 0.00 Check |
|---|---|---|