## **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
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 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|||
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
£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|||
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 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|
|||
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||
||||||
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## – 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** 23/06/25
Wincanton - Internal
|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