2024-09-30-accounts - Olive Branch Counselling

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From: 1[st] Oct 23 Period start date To: 30th Sept 24 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 continues 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 and a Manager who is unpaid. We have significantly increased the number of counsellors this year and now have around 80 ( 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	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 £79.4k with a net YoY income of £52.4k predominantly sourced via grants & donations – YoY movement was significant with a reduction of admin / management from paid to unpaid.
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	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

Trustee name	Office (if any)	Dates acted if not for whole year
Paul Austin	Trustee(chair)	14/07/20
Thomas Wethers	Trustee	19/11/19
Edward Kerr	Trustee	01/12/22

– 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 23/06/25

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Sum of Transaction	Sum of Transaction
		2024	2024 Total
Income / Expenditure	Description	Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24
Expenditure	Accountants Fee Admin - EL Admin - FM Admin - MM Admin - VF Advertising Costs Cleaning Contra Counsellor Gifts 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 ?? ) Saxon Care 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	(384) (577) (225) (90) (300) (1,200) (1,500) (360) (78) (394) (120) (120) (330) (300) (15) 0 (70) (50) (106) 133 (166) (216) (12) (40) (340) (13) (680) (67) (165) (95) (178) (99) (94) (74) (85) (101) (88) (20) (136) (31) (335) (456) (416) (106) (184) (785) (13,016) (97) (97) (97) (97) (97) (97) (106) (103) (103) (103) (103) (103) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (1,266) (5,346) (170) (87) (16) (20) (127) (16) (295) (16) (290) (604) (137) (95) (139) (1,545) (170) (441) (1,358) (100) (60) (45) (45) (45) (45) (45) (1,865) (45) (45) (45) (45) (1,888) (1,560) (1,893) (255) (2,073) (2,133) (2,823) (490) (3,743) (3,339) (3,453) (2,588) (40) (40) (43) (34) (52) (55) (36) (88) (47) (41) (616) (51) (702) (112) (102) (42) (387) (37)	(384) (577) (315) (3,360) (471) (885) 0 (119) (106) (262) (40) (340) (694) (1,046) (15,484) (1,203) (15,192) (5,346) (746) (4,779) (100) (2,330) (26,234) (1,142) (702) (256) (424)
Expenditure Total		(3,865) (4,285) (4,707) (2,054) (3,613) (4,120) (4,970) (9,905) (8,088) (6,762) (10,011) (20,159)	(82,537)
Income	Amazon Income Chippenham Marathon Client Income Deposit Interest Donation - AF Donation - BP Donation - CAF Donation - CC Donation - Chippenham Borough Lands Donation - Chippenham Lands Donation - Chippenham Lions Donation - Chippenham Town Council 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 Marys Church 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 - Clothworkers Grant - Corsham TC Grant - Main Grant Grant - Wiltshire CF Room Hire Income Stripe Income Supervision Income Training Income Waitrose Tokens	6,582 5,310 3,743 6,917 6,237 6,384 7,197 6,916 6,702 8,092 5,659 5,774 200 195 10,000 881 25 25 25 25 25 25 25 25 25 25 25 371 1,542 25 25 130 70 2 10 300 150 90 30 30 30 530 30 30 30 30 30 30 30 30 12,174 5,500 9,970 5,000 257 257 271 250 264 56 35 42 56 42 21 63 613 533 368 1,128 1,018 798 858 998 988 978 868 928	75,514 200 10,195 881 275 371 1,542 262 300 150 90 860 12,174 5,500 9,970 5,000 1,614 10,070
Income Total		7,532 6,850 6,003 9,351 7,574 7,292 18,205 20,255 18,301 9,317 17,485 6,805	134,968
Grand Total		3,667 2,565 1,296 7,297 3,961 3,173 13,235 10,350 10,213 2,554 7,474 (13,354)	52,430
		Op Balance 26,941 Expenditure (82,537) Income 134,968 Cl Balance 79,371 Check 0

CHARITY COMMISSION FOR ENGLANO AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees OLJiJ6 nsff ONIH On accounts for the year endèd 30&1 £6PT6m66R ?02 Charity no (if any) 1185813 Set out on pages I report to the trustees on my examination o charity I'lhe Trust") for the year ended 19 As the charity's twstees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('Ihe Act"). the accounts of the above Respon$lbilities and basis of report I report in respect of my examinallon of the Trust's accounts carried out under Section 145 of the 2011 Act and in carying out my 8xamination, I have followed all the applicable Directions given by the Charity Commission under section 14515)(bl of the Act. Independent examiner's statement I have completed my examination. I confirm that no material matters have come lo my attention in connectlon with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect- the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements concerning the form and content ol accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination lo which attention should be drawn in this report in order to enable a proper understanding of the aUnts to be reached. Please delgte th8 words in the brackets if they do not apply. Signed: Date: 2£ Name". 14RT¥T oFI46-f Rglevant professional qualiflcatlonls) or body (14ARl6f 60 l Jf 160 /4c(oufiANT {C.I.I.A) Oct 2018 IER

(if any): Address". Wiltshire SN15 3DD omp8ny Email.. ehris@watchman8ccountènts.coni Tel.. 01249 658059 Section B Disclosure Only complete if the examiner needs lo highlight material matters of concern (see CC32, Independ8nt examination of charity accounls.. directions and guidance for examiners). Glve hore brfof dotalls of any items that the examinerwishes to disclose. IER Oct 2018