Trustees’ Annual Report for the period
From 01/04/2022 Period start date To 31/03/2023 Period end date
Charity name: See Me Be CIO
Charity registration number: 1188359
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the CIO are to relieve the needs of adults with a learning disability in the County of Wiltshire, including by the following means: Promoting inclusion for the public benefit and preventing people with a disability from being excluded; Providing information and support to those disabled persons, their families and carers; and Relieving unemployment in such disabled persons. For the purposes of this clause, ‘socially excluded’ means being excluded from society, or part of society, as a result of being a member of a group who are likely to be subject to discrimination on the grounds of disability. |
| 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 |
In June and July 2022 we worked with an HR Consultant to ensure we had all necessary policies in place to enable our recruitment and employment of a Job Coach. This included development of an Employment Agreement, Employee Checklist and Health and Safety Policy. In July and August 2022 we worked with a GDPR Consultant to ensure we were proactive in managing our GDPR legal requirements. We developed a Record of Processing Activities (ROPA), Employee Privacy Notice and an easier to read Privacy Notice, with the intention of this being more accessible to people with a learning disability. In August 2022 we worked with an IT Consultant to source and install an encrypted laptop to meet the IT and governance requirements of See Me Be CIO. |
| In August 2022 we recruited our first Job Coach, who has met with adults with a learning disability to facilitate their access to paid employment, worked with statutory services including staff at local Job Centre’s. The Job Coach has also met with other parties who may be interested in our work, including Wiltshire Council, the Community Team for People with Learning Disabilities and the Careers Manager at a local college. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | I can confirm that all Trustees have received guidance issued by the Charity Commission on public benefit and ‘have regard’ for this ‘when exercising any powers or duties to which the guidance is relevant’. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference See Me Be CIO does not provide grants. Para 1.38 Policy on grant making Not applicable. Para 1.38 Policy on social investment including program related investment Not applicable. Para 1.38 Contribution made by volunteers Other
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 this period we started to raise our profile via social media and attending networking events and reaching out to other parties who may be interested in our work. We created a referral form and have started circulating this on request. Our Job Coach has worked directly with adults with learning disabilities and their parents/carers to facilitate their access to paid employment. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Promoting inclusion for the public benefit and preventing people with a disability from being excluded. Action: We were awarded a grant from The National Lottery Community Fund for a Job Coach. The role of our Job Coach is to enable adults with a learning disability to access paid employment by working with them directly and providing tailored support, working with local employers and ensuring all reasonable adjustments are made to ensure the successful recruitment and maintained employment of adults with a learning disability. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | Not applicable. |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See Me Be CIO does not have any loans and relies solely on donations and successful grant applications to secure funding at present. Our remaining balance is allocated to the on-going employment of our Job Coach and further grant applications are being made to ensure we can continue to employ our Job Coach and further develop this role. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The current balance is allocated to the on- going employment of our Job Coach. |
| Amount of reserves held | Para 1.22 | At present (January 2024) See Me Be CIO has £8510.72 due to monies raised in 2023. |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable. |
| Details of fund materially in deficit |
Para 1.24 | See Me Be CIO is not in financial deficit. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are no concerns at present. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | Our principal funding (April 2022 – March 2023) was a donation received from The Capital Group. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not applicable. |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| 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 | Charitable Incorporated Organisation (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 | Lucy Moules founded See Me Be CIO in 2020 and asked Zoe Neale, Laura Richards and Stella Wolstenholme to become Trustees and they accepted. There are four Trustees in total as Stella Wolstenholme is Lucy Moules’ mother. |
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
| Charity name | See Me Be CIO |
|---|---|
| Other name the charity uses | Not applicable. |
| Registered charity number | 1188359 |
| Charity’s principal address | 3, Malmesbury Road, Lower Stanton St Quintin, Wiltshire, SN14 6BS |
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) |
|---|---|---|---|---|
| LucyMoules | March 2020 topresent | |||
| Zoe Neale | March 2020 to September 2023 |
|||
| Laura Richards | March 2020 topresent | |||
| Stella Wolstenholme |
March 2020 to present | |||
| Emma Veal | December 2023 to present |
|||
– 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 | |
|---|---|---|
| Not applicable | ||
Funds held as custodian trustees on behalf of others
Description of the assets Not applicable. 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) Lucy Moules
Position (eg Secretary, Chair Chair, etc)
Date
30/01/2024
| Month | Income | Out-going | Actual |
|---|---|---|---|
| April | |||
| Account fee | 8 | 10983.36 | |
| May | |||
| Amazon Smile | 5 | 10988.36 | |
| Account fee | 8 | 10980.36 | |
| Localgiving | 43.9 | 11024.26 | |
| Enhanced DBS checks | 50 | 10974.26 | |
| June | |||
| Morrison's | 21 | 10953.26 | |
| Townsend Garden Centre | 39.8 | 10913.46 | |
| Insurance event | 216 | 10697.46 | |
| Domain renewal | 20.7 | 10676.76 | |
| Fundraising Regulator | 50 | 10626.76 | |
| Account fee | 8 | 10618.76 | |
| Squarespace | 85.44 | 10533.32 | |
| Interest | 0.91 | 10534.23 | |
| July | |||
| Adfrmo GDPR Consultant | 900 | 9634.23 | |
| 0.5 | 9633.73 | ||
| Event insurance | 216 | 9417.73 | |
| Account fee | 8 | 9409.73 | |
| Squarespace | 84.96 | 9324.77 | |
| August | |||
| Payroll Manager | 69.99 | 9254.78 | |
| Account fee | 5 | 9249.78 | |
| Amazon Smile | 5.78 | 9255.56 | |
| Towergate Insurance Broker | 401.63 | 8853.93 | |
| Payroll 1 | 167.2 | 8686.73 | |
| September | |||
| Payroll Manager | 39.95 | 8646.78 | |
| Payroll Manager | 39.95 | 8606.83 | |
| Everything IT | 1368 | 7238.83 | |
| Account fee | 5 | 7233.83 | |
| HMRC | 41.8 | 7192.03 | |
| Interest | 2.95 | 7194.98 | |
| Payroll 2 | 152 | 7042.98 | |
| Capital Group | 150 | 7192.98 | |
| Everything IT | 1368 | 5824.98 | |
| BASE membership | 150 | 5674.98 | |
| October | |||
| HMRC | 38 | 5636.98 | |
| Payroll Manager | 39.95 | 5597.03 | |
| Payroll Manager | 39.95 | 5557.08 | |
| Account fee | 5 | 5552.08 | |
| Localgiving | 96 | 5456.08 | |
| November | |||
| Payroll 3 | 167.2 | 5288.88 | |
| HMRC | 41.8 | 5247.08 | |
| Payroll Manager | 39.95 | 5207.13 |
| Account fee | 5 | 5202.13 | |
|---|---|---|---|
| Payroll 4 | 106.4 | 5095.73 | |
| December | |||
| HMRC | 26.6 | 5069.13 | |
| Payroll Manager | 39.95 | 5029.18 | |
| Payroll Manager | 39.95 | 4989.23 | |
| Account fee | 5 | 4984.23 | |
| Interest | 2.67 | 4986.9 | |
| January | |||
| HMRC | 22.8 | 4964.1 | |
| Reimburse payroll 5 | 91.2 | 4872.9 | |
| Payroll Manager | 39.95 | 4832.95 | |
| Account fee | 5 | 4827.95 | |
| Payroll 6 | 76 | 4751.95 | |
| Amazon Smile | 6.01 | 4757.96 | |
| February | |||
| Payroll Manager | 39.95 | 4718.01 | |
| HMRC | 19 | 4699.01 | |
| Account fee | 5 | 4694.01 | |
| March | |||
| Payroll 7 | 76 | 4618.01 | |
| Payroll Manager | 47.94 | 4570.07 | |
| HMRC | 19 | 4551.07 | |
| Account fee | 5 | 4546.07 | |
| Interest | 2.34 | 4548.41 | |
| Total | 219.56 | 6662.51 |