## **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 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 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||| 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
£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||| 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|| ||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|| |||| |||| |||| |||| |||| 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)** |**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** 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** 20/06/24 Wincanton - Internal |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||| h¥knp•nd•nt •x•mlMrf8 roport 4)n tho | •ccounts OITVC 6RANcH IS 111 •iyl rV•T*￿￿t•￿¥￿ryjI￿30I91 l iou. *Jw ••ckn 145 2011 *LI kn¢•rr)ffjYJ My I 410 o4vJo WAr(UffjA 291¥ Od 2018