Trustees’ Annual Report for the period
From 6/4/21 Period start date To 5/4/22 Period end date
Charity name: Transition Northwich
Charity registration number: 1186841
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | THE PROMOTION OF THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT AND PRUDENT USE OF NATURAL RESOURCES FOR THE BENEFIT OF THE PUBLIC IN NORTHWICH AND BEYOND BY: A) ADVANCING EDUCATION AND RAISING AWARENESS OF CLIMATE CHANGE, RESOURCE SCARCITY, PEAK OIL AND ECONOMIC RESILIENCE; B) PROMOTING INDIVIDUAL, COMMUNITY AND ORGANISATIONAL COMMITMENT TO A REDUCTION IN CO2 EMISSIONS, ENERGY SAVING, REDUCING RELIANCE UPON CARBON EMITTING ENERGY SOURCES; C)INCREASING RESILIENCE TO RESOURCE SCARCITY; D) ENCOURAGING TO REUSE, RECYCLE AND REDUCE WASTE |
| 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 | We provided 10 tablets for library users to access books and magazines during lockdown. Supported by a book club in association with Northwich Library. Summer free tai chi outside classes Organised painting and craft workshops Twice weekly activities at Rods Secret Garden. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public |
Para 1.18 | Yes |
| ~~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
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Para 1.38
Contribution made by
volunteers
Other
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Achievements and Performance
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SORP reference
Weekly free lunches at Rods secret garden
are popular and enable people to enjoy
company at the same time as using food
Summary of the main that would otherwise have gone to waste.
Para 1.20
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.
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Additional information (optional)
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of fundraising
activities against objectives Para 1.41
set
Investment performance Para 1.41
against objectives
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Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Good |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | |
| Amount of reserves held | Para 1.22 | £14,736 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 | We bank with the co-operative bank. Which is ethical |
| A description of the principal risks facing the charity |
Para 1.46 | Lack of volunteers |
| Other |
Structure, Governance and Management
| Description of charity’s |
||
|---|---|---|
| ~~t~~ ~~t~~ Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | |
| 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 |
Para 1.25 | |
| ~~trustees~~ |
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 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
~~(if any)~~ | |||
Corporate trustees – names of the directors at the date the report was approved
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Director name
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Name of trustees holding title to property belonging to the charity
Trustee name Dates acted rf 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
Table 1
| Date | From/to | Income | Spending | Balance |
|---|---|---|---|---|
| 06/04/2021 | Starting balance | 11,550.54 | ||
| 21/4/21 | Local giving | 9.74 | 11,560.28 | |
| 28/4/21 | Local giving | 4.65 | 11,564.93 | |
| 4/5/21 | AA-Not a reading group | 1470 | 10,094.93 | |
| 17/5/21 | Townley Insurance | 359.30 | ||
| 17/5/21 | Townley Insurance | 25 | 9710.63 | |
| 3/6/21 | Local giving | 4.65 | ||
| 18/6/21 | Transfer | 500 | ||
| 28/6/21 | Neighbourly together fund | 1000 | ||
| 30/6/21 | Local giving annual memb | 96 | ||
| 30/6/21 | Donna Tai Chi Summer | 400 | ||
| 30/6/21 | Local giving | 4.65 | 10,723.93 | |
| 5/8/21 | The climate movement | 2070 | ||
| 25/8/21 | Local giving | 4.65 | ||
| 9/9/21 | Local giving | 504.66 | ||
| 29/9/21 | Local giving | 4.65 | ||
| 7/10/21 | Local giving | 29.42 | ||
| 27/10/21 | Local giving | 4.65 | ||
| 5/11/21 | Co-op | 1534.80 | ||
| 22/11/21 | Chq- Painting glass | 224.90 | 14651.85 | |
| 8/12/21 | Prism studios ltd | 192.54 | ||
| 30/12/21 | Local giving | 9.30 | ||
| 24/1/22 | Sarah Pendleton-sharp | 288.73 | 14179.88 | |
| 28/1/22 | Donna-tai chi | 165 | ||
| 28/1/22 | Pam-Rods garden equipment | 63.06 | ||
| 8/2/22 | Local giving | 4.65 | 13956.47 | |
| 2/3/22 | Local giving | 4.65 | ||
| 9/3/21 | Local giving | 20.21 | ||
| 25/3/22 | Groundwork | 750 | ||
| 30/3/21 | Local giving | 4.65 | ||
| 5/4/21 | CLOSING BALANCE | 6469.98 | 3284.53 | 14,735.99 |
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