2021-01-01-accounts - Square Peg Activities Holmfirth

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

Period start date Period end date 22 11 2019 1 1 2021

From

Section A Reference and administration details

Charity name Square Peg Activities Holmfirth Other names charity is known by Registered charity number (if any) 1186527 Charity's principal address c/o 2, Shawfield Ave, Holmfirth W. Yorkshire Postcode HD9 2 LZ

Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Richard Ford Chair
2 Rachel Balen
3 Jan Ansell
4 David Taylor
5 Martin Sturdy 16.09.2020 - present
Tony Eustance 19.02.2019 –
6
16.09.2020
7 Michael Martin
8
9
10
11
12
13
14
15
16
17
18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution

(eg. trust deed, constitution)

CIO How the charity is constituted

(eg. trust, association, company)

Appointed by Trustees Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

March 2012

TAR

The promotion of social inclusion among people resident in Holmfirth and the surrounding area who are socially excluded from society, or parts of society, as a result of old age and/or physical/learning disability

Summary of the objects of the charity set out in its governing document

by preventing such people from becoming socially excluded, relieving their needs and assisting them to integrate into society, in particular but not exclusively by: a) providing a group which enables such people to develop confidence, learn new skills and supports them to maximise their potential; b) providing recreational facilities and opportunities for such people.

The Trustees have had regard to the Charity Commission guidance on public benefit.

The usual activities undertaken by Square Peg Activities in order to meet the charity’s objectives were severely affected, during the period to which this report pertains, by the Covid pandemic and subsequent legal restrictions and / or safe practice.

Before the first lockdown in March 2020 Square Peg Activity members continued to meet weekly in the local church hall to undertake games, quizzes and other social activities.

When the lockdown was introduced the Trustees sought advice from the local authority and were advised that we could not continue meeting. It was not feasible to organise ‘virtual sessions’ using a mechanism such as Zoom because of the Summary of the main physical or cognitive limitations experienced by many of the activities undertaken for members but we did set up a WhatsApp group for those who the public benefit in could access and use the relevant technology. This proved to be relation to these objects a success in that the majority of members used this messaging (include within this service to offer support and encouragement to fellow members. section the statutory declaration that trustees Once small group meetings were allowed outside some have had regard to the members began to meet each other outside the local pub (near guidance issued by the to our usual Hall meeting place) and some months later we were Charity Commission on then given permission to meet indoors provided that we public benefit) produced a risk assessment document and followed the Church Hall’s own risk assessment.

Because of their vulnerabilities some members had to continue shielding but efforts were made to continue to support them through WhatsApp and/or phone calls. Those members who wished to did then resume weekly sessions in the Church Hall, however activities were restricted to ‘verbal’ social support and games etc because of the risks of contamination if we were to have used games equipment etc.

Despite the pandemic, Square Peg Activities were able to complete their project of compiling and having distributed a step-free access map of Holmfirth. These maps are available to visitors to and residents of Holmfirth and premises have a logo to inform the public of their step-free access status.

Additional details of objectives and activities (Optional information)

March 2012

TAR

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

The key achievements of the charity during the year are that

we have continued to provide social support and inclusion to our members despite the severe restrictions caused by Covid
we have completed our project of researching, compiling and distributing a step-free access map of Holmfirth

Section E Financial review

March 2012

TAR

Brief statement of the charity’s policy on reserves

Square Peg Activities Holmfirth is a small charity and has no regular large financial outgoings or liabilities. For this reason the Trustees do not feel it is required to have a Reserves Policy but will continue to monitor the ongoing financial stability of the charity.

Details of any funds materially in deficit

N/A

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Rachel Balen Position (eg Secretary, Secretary Chair, etc) Date 01/10/21

March 2012

TAR

Square Peg Activities

No (if any) 1186527

Receipts and payments accounts

For the period 11/22/2019 1/1/2021 To from

Section A Receipts and payments

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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations & Grants 3,338 - - 3,338
Members Subcriptions 118 - - 118
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
3,456 - - 3,456
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 3,456 - - 3,456
A3 Payments
Activity equipment 2,278 - - 2,278
Rent/hire of rooms 1,060 - - 1,060
Stationery 822 - - 822
Sundry Expenditure 266 - - 266
Insurance 205 - - 205
Goverance costs 184 - - 184
Transport 136 - - 136
Refreshments 42 - - 42
- - - -
Sub total [ 4,993 ] - - 4,993
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 4,993 - - 4,993
Net of receipts/(payments) - 1,537 - - - 1,537
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end - 1,537 - - - 1,537
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Section B Statement of assets and liabilities at the end of the period

			Unrestricted		Restricted
Categories	Details		funds		funds
B1 Cash funds	Cash in hand Lloyds Bank Current Account *Total cash funds*		to nearest £ 53 12,027 - 12,080		to nearest £ - - - -
	(agree balances with receipts and payments account(s))		Agreement Error	OK
			Unrestricted		Restricted
			funds		funds
B2 Other monetary assets	Details		to nearest £ - - - - - -		to nearest £ - - - - - -
B3 Investment assets	Details		Fund to which asset belongs	Cost (optional) - - - - -
B4 Assets retained for the	Details		Fund to which asset belongs	Cost (optional) -
charity’s own use					- - - - - - - -
			Fund to which		Amount due
B5 Liabilities	Details		liability relates		- - - - - (optional)
Signed by one or two trustees on behalf of all the trustees		Signature	Print	Name

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CC16a
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Last year
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to the nearest £

Endowment funds to nearest £ - - - -

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OK
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Endowment funds to nearest £ - - - - - -

Current value (optional)

When due (optional)

Date of approval