2023-12-31-accounts - Alice Ruggles Trust

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 Jan 2023 Period start date To 31 Dec 2023 Period end date

Charity name: Alice Ruggles Trust

Charity registration number: 1186309

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To preserve and protect the health and safety of the public from the dangers of coercive control and stalking and to bring about lasting improvements in the management of perpetrators and the protection of victims specifically by: (1) raising public awareness; (2) ensuring that relevant legislation is effec- tive and adhered to, and in particular ensuring that stalking offences result in immediate action both to protect the victim and to deal effectively with the per- petrator. The Trust will achieve this by, for example, providing education and training for police, military and other relevant agencies; (3) campaigning for improved legal measures relating to stalking and related offences; and (4) supporting research into ways to improve the protection of victims of stalking and the management of perpetrators.
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	Across the course of 2023 the Trust developed a new strategy that accurately articulates our purpose and vision. Our activities now sit under three themes that enable us to carry our mission of to foster generations of young people who understand stalking, the potential risks of stalking, and what they can do about it. All young people recognise stalking and have the confidence to seek support In 2023 we commissioned a consultant to produce a single PSHE lesson about stalking for Key Stage 3 students to complement our suite of lessons for Key Stage 4 students. This will be launched in 2024. All our resources are freely

available for schools to download and use themselves with accompanying teacher notes. Alongside our lessons, a 30-minute assembly has been delivered in 15 schools across the country by Alice Ruggles Trust volunteers. Funding secured in December 2023 from Durham Police and Durham Police and Crime Commissioner will enable the assembly to be rolled out across 52 schools in County Durham and Darlington in 2024 alongside a full evaluation of the project. Our social media presence continues to grow and work began on a refreshed website to be launched in 2024. All young people understand the connection between their own emotions, corresponding negative behaviours in relation to stalking, and impact on other people Our project with University of Derby to develop an early perpetrator intervention tool for adolescents continues to seek funding opportunities to pilot targeted support for young people at risk of experiencing or perpetrating stalking. We continue to work with the Knowledge Exchange Network to ensure our messaging has a foundation in the latest research. Adults in contact with young people recognise stalking and know how they could respond appropriately to concerns about stalking During 2023 the Trust delivered more than 20 presentations and on-line or physical training packages to a range of professional practitioners in criminal justice, offender management, social and healthcare, and domestic abuse caseworkers across England and Wales. Trust representatives also delivered talks to psychology and criminology students at several Universities.

We have continued to collaborate with Tees, Esk and Wear Valleys (TEWV) NHS Foundation Trust to develop a range of materials to educate their staff and service users—particularly young people using their children and adolescent mental health services (CAMHS)—about stalking.

2023 saw several new partnerships including with St Mary’s University to train police, CPS, and probation professionals across London; as a critical friend to the Northumbria Stalking Intervention Project; and our continuing involvement with the Findaway project, overseen by Wearside Women in Need.

Our fifth conference, held in October, focused on adolescent stalking. There were 13 speakers

across the day and a record attendance of 232, both physical and on-line, representing a range of criminal justice, social care and healthcare professionals, as well as academic researchers and educators. Statement confirming Para 1.18 The Trustees confirm they have given careful whether the trustees have consideration to the Charity Commission’s public had regard to the guidance benefit guidance when setting the Trust’s objecissued by the Charity tives and planning its activities during the year. Commission on public benefit

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

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	During 2023 Alice Ruggles Trust continued to grow and professionalise with clear direction provided by a new strategy. Our core work, fostering generations of young people who understand stalking, the potential risks of stalking, and what they can do about it continued to grow through our formal lessons and informal engagement. Our PSHE resources have been delivered by teachers or community police at several thousand schools around the country; we have a significant social media presence; and our freely available animated video, now available in English and Welsh versions, has been distributed widely both within schools and via social media. Our work with professionals continues to be important to ensure that young people seeking help get a good response. Our general training for all professionals continues to be popular in supporting people to gain a better understanding of the risks of stalking whilst our education specific training courses give professionals the confidence to discuss stalking with young people. We are looking forward to our continued growth in 2024.

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

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Our main sources of income during 2023 were (i) fees for conferences and professional training and (ii) individual donations and fundraising, which together raised over £32,000 during the year. This has enabled us to sustain our core activities and maintain a stable financial position during the year.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We seek to expand our activities going forward and recognise that a funding model based largely on personal donations and training income is unsustainable as the charity grows. Given the uncertainties that we face in doing this, we have built up an equitable reserve that, after taking into account staffing commitments, we aim to continue to maintain at a level where it will sustain the current level of activities for at least 12 months following any unforeseen circumstances.
Amount of reserves held	Para 1.22	£ 38,000
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	None
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	No uncertainties in the foreseeable future

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

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
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	Apart from the first Trustees, every Trustee must be appointed (for a term of 3 years) by a resolution of the Trustees called at a special meeting of the Trustees.

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name	Alice Ruggles Trust
Other name the charity uses
Registered charity number	1186309
Charity’s principal address	Fargate House Main Street Tur Langton LEICESTER LE8 0PJ

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Dawn Anderson
Kelda Henderson		to 7 Oct 2023
Tiffany Cater		from 19 Sep 2023
Mark Haggan		from 19 Sep 2023
Anne Headley	Treasurer	to 19 Sep 2023
Susan Hills	Secretary
Emma Kay
Maria Mellins
Clive Ruggles	Chair
Emma Ruggles		to 25 Apr 2023
Nicholas Ruggles
Catriona Sibert
Leonard Smith		to 9 Dec 2023
Rachael Wheatley

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
	Clive Lance Neville Ruggles	Susan Elizabeth Hills
	Chair	Secretary
	17 Apr 2024
	17 Apr 2024

Alice Ruggles Trust			1186309
Receipts andpayments accounts				CC16a
For the period from	01/01/2023	To	31/12/2023

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £	Restricted funds to the nearest £	Endowment funds to the nearest £	Total funds to the nearest £	Last year to the nearest £
Donations and fundraising,including gift aid	10,859	-	-	10,859	15,039
Fees for conferences andprofessional training	21,090	-	-	21,090	16,424
Grants	500		-	500	1,000
Reimbursements of expenses		-	-	-	7
SMP rebate		-	-	-	2,547
Sales of informative materials		-	-	-	50
*Sub total*(Gross income for AR)	32,449	-	-	32,449	35,067

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					35,067

Staffingcosts	26,596	-	-	26,596	31,045
Informative materials	115		-	115	1,271
Costs of trainingand awareness-raisingactivities	17,072	-	-	17,072	3,118
Costs of fundraisingactivities	442	-	-	442	448
Trustee expenses	221	-	-	221	337
Insurance	356	-	-	356	346
Social Media	752	-	-	752	415
Sundries (stationery, postage, phone, software licences)	588	-	-	588	308
Platform fees	303	-	-	303	495
Bank fees	-	-	-	-	-
**Sub total **	46,444	-	-	46,444	37,783

A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					37,783

	- 13,995				- 2,716
	-				-
	51,758				54,474
	37,763				51,758

Section B Statement of assets and liabilities at the end of the period

CCXX R1 accounts (SS) Categories B1 Cash funds	1 Details *Total cash funds* (agree balances with receipts and payments account(s)) Bank account PayPal account Cash	Unrestricted funds to nearest £ 31,165 6,565 33 37,763 OK Unrestricted funds	07/08/2024 Restricted funds Endowment funds to nearest £ to nearest £ - - - - - - - - OK OK Restricted funds Endowment funds	Endowment funds to nearest £
				-
				-
				-
				-
				OK

CCXX R1 accounts (SS)

Sundry debtors Details	to nearest £ 11,608 - - - -	to nearest £ - - - - - -	to nearest £
		-	-
Sundry debtors	11,608	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-

B5 Liabilities B3 Investment assets B4 Assets retained for the charity’s own use	Details Details Details	Fund to which asset belongs Fund to which asset belongs Fund to which liability relates	Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional) - - - -	Current value (optional)
				-
				-
				-
				-
				-
				Current value (optional)
				-
				-
				-
				-
				-
				-
				-
				-
				-
				When due (optional)

			-
			-
			-
			-

Signed by one or two trustees on behalf of all the trustees

Signature

Print Name


Print Name Clive Ruggles	Date of approval
Clive Ruggles	Apr 17, 2024

CCXX R2 accounts (SS)

07/08/2024

(HARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Alice Ruggles Trust On accounts for the year ended 31 December 2023 Charity no (if any) 1186309 Set out on pages 1&2 I report to the trustees on my examination of the accounts of the above charity ('the Trust.) for the year ended 3111212023. As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). Responsibilities and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confim that no material matters have come to my attention in connection 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 conceming the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Date: 61812024 IER Oct 2018

Name: Georgina F Martlew Relevant professional qualification(s) or body (if any): Address: Orchard Close Lazonby Penrith CA10 1AJ IER Oct 2018