## **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:|||
|---|---|---|
|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||
||||||
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## – 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|||
||||
||||
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## **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||