## **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|
3
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
4
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
5
## **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|||
6
## **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|||
7
## **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|
|||
8
## **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)**|
|---|---|---|---|---|
||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**
9
## **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**
10
## **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||
11
|**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 £**|**Unrestricted**
**funds**
**to the nearest £**|**Restricted funds**
**to the nearest £**|**Restricted funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Endowment**
**funds**
**to the nearest £**|**Total 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)
|**B2 Other monetary assets**|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
2
(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