Lincolnshire Cares
1186816
Annual Accounts & Trustee Report
31 March 2024
Trustees Annual Report 2023/2024
SUMMARY OF THE MAIN ACHIEVEMENTS OF THE CHARITY DURING THE YEAR
Weekly coffee mornings were held free of charge for anyone over 60 in Caistor and South Kelsey and these were well attended and highly valued by the older people in the community. Additionally some members were befriended in their homes on a weekly basis and this included some people who were housebound. Befriending is either face to face or by telephone by the mutual agreement of the befriender and befriended person.
An Afternoon Tea was held in Caistor Town Hall on xxx and was attended by xxx members. This was the first gathering for all members post Covid and tea, coffee, scones and cake were provided as well as musical entertainment.
A Christmas party was held in December 2023 at Caistor Town Hall for all members who were personally invited. This was the first Christmas party post Covid and xxx members attended and enjoyed light Christmas refreshments and musical entertainment. This party was kindly produced by volunteers and local baker Kate Jacobs. Thanks to funding from Caistor Town Council, it was free to all attendees.
These functions are very convivial and greatly enjoyed and appreciated by members. They provide a backbone for the way that the Charity delivers on its objectives.
The structure of the Charity can be summed up as follows:
Trustee Board (4 members who each have experience of running charities/not for profit organisations/businesses) responsible for
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Ensuring that the Charity acts in the best interests of the beneficiaries and members and in line with its objectives
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Overall financial control to ensure that the Charity’s funds are secure and are spent in line with the intended charitable purpose
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Ensuring that the Charity operates within an organisational structure which sets out purpose and rules
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Ensuring that Health and Safety is considered in all activities and that proper training is adhered to
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Delegating operational activities within parameters agreed by the Trustees to the Committee and to Coordinators (who arrange all one to one befriending)
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Avoiding conflict of interest and maintaining the reputation of the Charity
The Trustees are grateful to the Committee for all its work, to volunteers who befriend and organise the social events, coffee mornings and deliveries and birthday cards, to those who fund raise, to the treasurer and accounts administrator and to its secretary.
We are very grateful to those who make donations to the Charity, without which we would be unable to operate and offer a highly valued service to the wonderful inspiring and cheerful older people in our community.
MEMBERSHIP
2017 – 12 2018 – 17 2019 – 21 2020 – 84 2021 – 147 2022 – 140 2023 -122 2024 - 134
When we became Lincolnshire Cares, we took the decision to ask everyone who attends our social events to become a member, hence the increase in membership from 2020.
We pay our respects to our founder Chris Robey and to our members who have passed away this year.
VOLUNTEERS
2017 – 30 2018 – 33 2019 – 47 2020 – 43 2021 – 40 2021 – 27 2023 - 25 2024 – 34 active volunteers
CHARITY STATUS
Our Charity Objectives are;
To promote social inclusion for the public benefit in particular but not exclusively by the provision of an intergenerational befriending service to address loneliness and social isolation among older people living in the county of Lincolnshire arising as a result of their age, infirmity, ill-health, disability or social circumstance.
For the purpose of this clause ‘socially excluded’ means being excluded from society, or parts of society, as a result of one or more of the following factors: unemployment, financial hardship, youth or old age; and ill health (physical or mental).
TRUSTEES (all re-elected at the AGM on 19 June 2023)
Julia Whittaker – Chair
Derek Commander
Angela Lawrence
Richard Hallsworth (resigned 29.12.23)
SECRETARY (not a trustee)
Elisabeth Kneale
The trustees have made the following arrangements:
Comprehensive insurance for our activities with Hiscox.
Bank account with Barclays
Online DBS checks.
Safeguarding and First Aid training for volunteers took place in Spring 2023.
…………………………………………
Julia Whittaker (Chair)
11 June 2024
Financial Statements
The trustees are pleased to present the accounts and financial report for the year ended 31 March 2024.
Receipts and Payments account
The financial statements are prepared on a receipts and payments basis.
| £ | ||
|---|---|---|
| Receipts1 | 3,854 | |
| Payments | ||
| Administrative costs | £644 | |
| Charitable activities | £1,745 | (2,389) |
| _ | ||
| Surplus | 1,465 | |
| _ |
1 Income received was mainly in the form of donations from local organisations and individuals.
| Statement of assets | |
|---|---|
| £ | |
| Cash at bank and in hand 1 April 2023 | 5,409 |
| Surplus | 1,465 |
| _ | |
| Cash at bank and in hand 31 March 2024 | 6,874 |
| _ | |
| ………………………………………… |
Julia Whittaker (Chair) 11 June 2024