Trustees’ Annual Report for the period
From: 1[st] Oct 22 Period start date To: 30th Sept 23 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 have significantly increased the number of counsellors this year and now have around 60 ( part time ) . Each counsellor is seeing around 3 clients a week on average. 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 £26.9k with a net YoY expense of £24.8k predominantly sourced via grants & donations – YoY movement was significant with an increase in staff headcount reviewed in FY 23/24. |
| 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 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 |
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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 | ||
| Edward Kerr | Trustee | 01/12/22 | ||
| Claire Stringer | Trustee | 01/03/23 | ||
| Corporate trustees–names of the directors at the date the report was approved | Corporate trustees–names of the directors at the date the report was approved | 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)
| Type of | Name | Address |
|---|---|---|
| adviser |
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
20/06/24
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| Sum of Transaction | Sum of Transaction | Year Period |
Year Period |
Year Period |
|||
|---|---|---|---|---|---|---|---|
| 2020 | 2021 | 2022 | 2023 | 2023 Total | 2024 | ||
| Income / Expenditure | Description | Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 |
|||||
| Expenditure | Accountants Fee Advertising Costs Cleaning Contra Counsellor Meal Counsellor Meeting DBS Costs Employee Gifts Fire Alarm Service HMRC - Tax/NI ICO Registration Insurance - ELI Landlords Ins Membership ACC Membership BACP Office Equipment Pension Costs Power Premises Cost Rates Recruitment Costs Rent Room Hire Costs Salary - AW Salary - CM Salary - DS Salary - SF Saxon ( Duplication ?? ) Software Costs Stationary Subscription NCPS Supervision Costs Supervisor Costs SW Hygiene Telephone Training Costs Travel Expenses Trustee Insurance Trustee Meeting Water Website Costs Xmas Gifts Xmas Party |
(240) (390) (30) (229) (586) (283) (254) (140) (223) (637) (641) (1,522) (1,089) (15,192) (14) (10,316) (2,502) 0 (118) (259) (894) (4,287) (59) (531) (980) (504) (289) (173) |
(240) (1,080) (104) (83) (1,474) (290) (170) (240) (30) (67) (413) (492) (1,101) (15,192) (1,116) (9,737) (3,640) (1,276) (47) (1,190) (5,267) (318) (500) (504) |
(240) (2,000) 0 (163) 0 (217) (1,885) (40) (16) (246) (285) (240) (352) (518) (1,101) (15,192) (13,767) (4,767) (2,236) (176) (120) (5,154) (364) (440) (770) (173) (480) |
(600) (285) (200) (160) (200) (160) (96) (126) (114) (192) (228) (10) 0 49 (50) (258) (70) (213) (100) (150) (286) (159) (159) (386) (772) (386) (386) (419) (40) (658) (307) (160) (46) (14) (32) (48) (82) (59) (3) (69) (57) (60) (63) (53) (25) (25) (15) (38) (44) (110) (55) (132) (120) (92) (92) (92) (92) (92) (92) (93) (97) (97) (97) (97) (97) (15) (55) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,361) (1,361) (851) (1,109) (1,109) (1,109) (1,109) (1,109) (1,109) (650) (650) (650) (650) (650) (520) (520) (520) (780) (780) (780) (780) (780) (780) (2,130) (349) (162) (148) (530) (162) (166) (163) (163) (26) (334) (173) (173) (111) (105) (184) (121) (90) (100) (20) (20) (165) (185) (150) (90) (60) (310) (60) (660) (285) (305) (125) (350) (210) (205) (250) (220) (185) (365) (28) (27) (27) (20) (29) (29) (34) (33) (34) (39) (33) (39) (160) (380) (200) (420) (300) (63) |
(600) (285) (1,476) (551) (250) (2,952) (40) (658) (307) (160) (588) (564) (1,130) (70) (15,192) (10,227) (3,250) (8,370) (2,549) (611) (100) (1,060) (3,160) (374) (740) (420) (363) |
(120) 0 (106) (262) (694) (504) (521) (582) (7,596) (348) (1,127) (420) (9,565) (263) (112) (424) |
| Expenditure Total | (42,382) | (44,571) | (50,942) | (4,878) (4,421) (4,070) (5,726) (5,681) (4,526) (5,175) (4,680) (4,894) (5,321) (4,095) (2,577) |
(56,045) | (22,643) | |
| Income | Amazon Income Client Income Deposit Interest Donation - AF Donation - BP Donation - CAF Donation - CC Donation - Chippenham Borough Lands Donation - Chippenham Lands Donation - Chippenham Lions Donation - CR Donation - Crowdfunder Donation - CW Donation - Holman Fleet Donation - Kauri Centre Donation - KG Donation - Lower Green Donation - McManus Donation - Misc Donation - North Wilts Meth Donation - NT Fundraiser Donation - Purposes Trust Donation - SB Donation - SH Donation - Sheldon Meth Donation - St Pauls 2018 Donation - St Pauls 2019 Donation - St Pauls 2022 Donation - St Peters Donation - Tithe Trust Donation - TW/CW Donation - Zurich CT Gift Aid Income Golf Day Grant - Corsham TC Grant - Wiltshire CF Misc Income Room Hire Income Stripe Income Supervision Income Training Income Waitrose Tokens |
7 17,788 16 5,325 40 1,220 500 51 5,070 4,500 400 100 200 2,000 3,000 170 250 242 262 80 360 3,000 7,258 500 1,512 3,348 509 10 494 163 |
13 24,903 185 11,088 40 300 400 3,000 360 226 360 7,532 1,350 731 595 |
11 21,799 275 300 300 3,000 290 360 6,713 7,500 1,233 477 1,270 |
5 13 2,119 2,558 1,360 2,298 1,640 1,930 1,205 1,693 2,075 1,564 2,358 3,828 25 25 25 25 25 25 25 25 25 375 350 25 25 25 25 25 25 25 25 25 25 25 25 180 217 30 30 30 30 30 30 30 30 30 30 30 60 30 1 215 215 215 215 236 243 236 243 52 82 10 49 165 15 60 120 120 135 255 298 168 328 188 298 358 |
18 24,627 225 725 300 180 217 330 91 1,818 373 2,325 |
34,984 200 195 150 371 1,542 180 300 680 1,355 4,645 |
| Income Total | 58,375 | 51,083 | 43,527 | 2,251 2,750 1,570 2,581 2,235 2,892 2,178 2,168 2,748 2,075 2,946 4,834 |
31,229 | 44,602 | |
| Grand Total | 15,993 | 6,512 | (7,414) | (2,627) (1,671) (2,500) (3,145) (3,446) (1,634) (2,997) (2,512) (2,146) (3,246) (1,149) 2,258 |
(24,815) | 21,959 | |
| Op Balance 01/10/22 51,756 Income 31,229 Expenditure (56,045) Cl Balance 30/09/23 26,941 |
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