Trustee’s Annual Report and accounts: Period 18 November 2019 to 31 March 2020
Alternative Giving CIO
The Alternative Giving charity had an income of £18,725. The launch of the charity took place on 3 March 2020 where over 60 people representing local businesses, charities and public sector attended to offer support through volunteering, offering locations for donation boxes and tap to donate devices. The Trustees agreed at a February meeting of the charity to transfer the donations received into the Small Change for a Big Change Campaign into the new Alternative Giving CIO.
Chair, Secretary to the charity and Trustees offered to be involved with the setting up of the charity and attended early meetings has members/proposed Trustees to discuss the constitution of the Alternative Giving CIO. Meetings commenced from April 2019 through to registration of the charity on 18 November 2019. Chair of the charity at the time chaired the City Centre Rough Sleeper Tasking Force of which a number of Trustees attended and had the relevant skills, knowledge and interest in assisting the charity to be set up and constituted.
The trustees annual report CC16b pro forma is attached.
The ‘Summary of the main activities undertaken’ also includes confirmation that the trustees have had regard to our guidance on public benefit when planning the charity’s activities. Further information about is provided in a ‘Summary of the main achievements’.
Trustees’ Annual Report for the period
From 18 November 2019 Period start date To 31 March 2020 Period end date
Charity name: Alternative Giving CIO
Charity registration number: 1186415
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Helping the homeless and vulnerable people by providing the right support is fundamental to the Alternative Giving ‘working with the right agencies we will be able to coordinate a positive change in our city’. |
| 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 |
Purpose • To capture and engage with the generosity of the business community to provide a coordinated approach to tackling street homelessness in Wolverhampton. • Positively change the lives of vulnerable people and street homeless by businesses, charities and the public working together. • Direct funds to target where there is real need to find lasting solutions to our vulnerable community. • To support people who feel excluded from society, get them back on their feet, give them some hope, boost their self-esteem and confidence and eventually to become valued members of the community once again. • To continue to support people on their journey as they tackle the many challenges in life that come along. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | To be drafted and approved by Trustees |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | N/A |
| Other | N/A |
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 | Raising awareness of a responsible way to support the most vulnerable and homeless in the city of Wolverhampton. To engage with partners on a wider coverage across the city to raise the profile of the charity. Approximately 60 people attended the launch of the charity. 24 pledges were received to offer volunteering when available, tap to donate device locations, donation boxes and posters for display to raise awareness of the charity. Online bank account open. Tap to donate device purchased to be installed at an appropriate location within the city centre. New designed website wolverhamptonchange.co.uk full of information and news of work carried out in support of the charity. Volunteering package to be written by Trustees and advertised on website. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Engaged with a wide range of partner organisations to tackle the collective responsibility of working with the most vulnerable and supporting the homeless with Wolverhampton Homes Ltd, City of Wolverhampton Council, Public Health Team, Wolverhampton BID Co Ltd and charity organisations delivering services to support the objectives of the charity. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Raising £18,725 by donation points across the city centre was a strong starting point for the charity. |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | 4 Grants supported by the charity to charities/service providers: P3 • The Alternative Giving Grant would enable us to support our clients by: Placing someone in B&B accommodation especially during weekends or when teams are out late at night and no other accommodation is available. • Provide a starter pack to support homeless people once they have gained accommodation. • Provide rail or coach travel to enable people to relocate back to their family. • Provide a mobile phone for someone living on the streets to be able to keep in contact with support services. • To support females that have not met the criteria for local DV services to ensure they are safe and not vulnerable on the streets. • Support someone that maybe more vulnerable and there is no duty of care under homeless act. • Support someone to get birth certificates/ ID documentation. St Georges Hub: The purpose of the grant is to provide essential I.D to vulnerable men, in the form of birth certificates, for rough sleepers and the vulnerably housed. This is an integral part of giving vulnerable people a sense of identity and hope. Each certificate costs £11 (+ £5, processing charge) in Wolverhampton. The prices in other authorities vary. The benefits of obtaining a birth certificate are manifold. Without basic I.D the most vulnerable of our clients find it extremely to access mainstream services, benefits and housing, employment & training; this keeps people, very firmly, on the outer margins of society. A birth certificate may be required in conjunction with another form of I.D when applying for employment or opening a bank account. Without this most basic evidence, further exclusion is reinforced. Our experience has shown that when a vulnerable person obtains a birth certificate it is a massive boost to their self-esteem and proves tangibly that they both exist (and matter). |
| Good Shepherd Trust -Long term rough sleeper recently evicted from hostel accommodation. To prevent return to the streets while sourcing alternative accommodation 5 nights B&B at the Britannia required. The client has been referred to housing first and accepted for emergency banding on housing. Wolverhampton Church Shelter: The replacement of sleeping bags, mattresses and camp beds. To upgrade to better quality camp beds which are more robust and last longer. |
||
|---|---|---|
| Other | N/A |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Accounts attached. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | N/A |
| Amount of reserves held | Para 1.22 | N/A |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
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 | Public donations |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | NONE |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document | Para 1.25 |
Constitution CIO |
| How is the charity constituted? |
Para 1.25 | The prevention or relief of poverty in Wolverhampton by providing grants, items and services to individuals in need and/or charities, or other organisations working to prevent or relieve poverty |
| 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 charity trustees, every appointed trustee must be appointed [for a term of [three] years] by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as appointed charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. |
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 | To be prepared and discussed with Trustees |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Achieved with partner organisations representing as Trustees from Wolverhampton Homes, City of Wolverhampton Council and Wolverhampton BID Co Ltd, and an independent consultant from private business. |
| Relationship with any related parties |
Para 1.51 | Other Charity Organisations and service providers working to support the most vulnerable and homeless. |
| Other | City Centre Businesses |
Reference and Administrative details
| Charity name | Alternative Giving CIO |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1186415 |
| Charity’s principal address | Suite 1, 178 Stafford street Wolverhampton WV1 1NA |
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) |
|---|---|---|---|---|
| John Denley | Chair | |||
| Jim Smith | Trustee | |||
| Angela Barnes | Trustee | |||
| Maria Mckellar | Trustee | |||
| CherryShine | Trustee | |||
| Satvinder Goraya | Trustee | |||
– Corporate trustees names of the directors at the date the report was approved Director name As above
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A |
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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 adviser Name Address |
Type of adviser Name Address |
Type of adviser Name Address |
Type of adviser Name Address |
|---|---|---|---|
| Name of chief executive or names of senior staff members (Optional information) | |||
| Exemptions from disclosure Reason for non-disclosure of key personnel details N/A |
|||
| N/A |
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 |
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|---|---|---|
| Lucy Armstrong | ||
Secretary |
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| 21 January 2022 | ||
| 21 January 2022 |
ALTERNATIVE GIVING CIO 1186415 Receipts and payments accounts CC16a For the period 18/11/2019 31/03/2021 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 18,715 10 - - - - - - 18,725 - - - 18,725 5,652 66 198 - - - - - - 5,916 - - - 5,916 12,809 - - 12,809 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ 18,715 10 - - - - - - 18,725 - - - 18,725 5,652 66 198 - - - - - - 5,916 - - - 5,916 12,809 |
Total funds to the nearest £ 18,715 10 - - - - - - 18,725 - - - 18,725 5,652 66 198 - - - - - - 5,916 - - - 5,916 12,809 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| DONATIONS | 18,715 | - - - - - - - - - |
18,715 | - | ||
| INTEREST RECEIVED | 10 | 10 | - | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
18,725 | 18,725 | - | |||
| A2 Asset and investment sales, (see table). |
||||||
| - | - - - |
- | ||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 18,725 | - | ||||
| GRANTS AND DONATIONS PAID | 5,652 | - - - - - - - - - - |
5,652 | - | ||
| BANK CHARGES | 66 | 66 | - | |||
| SUBSCRIPTIONS | 198 | 198 | - | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| **Sub total ** | 5,916 | 5,916 | - | |||
| 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 |
||||||
| - | 5,916 | - | ||||
| 12,809 | - | - | 12,809 |
- | ||
| - | - | - - |
- | - | ||
| - | - | - | - | |||
| 12,809 | - | - | 12,809 | - |
CCXX R1 accounts (SS)
18/11/2021
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) CASH IN HAND AND AT BANK Details Details Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 12,809 - - - - - 12,809 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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CCXX R2 accounts (SS)
18/11/2021
2