## **Trustees’ Annual Report for the period**
**From Period start date** 01/04/2024 **To Period end date** 31/03/2025
**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|We continue to employ a Job Coach, who
meets with individuals with a learning
disability, who have been referred to See
Me Be CIO. Our Job Coach uses a person
centred approach to work with them, their
parents and carers to complete their
Vocational Profile and liaise with other
agencies and businesses to identify and
support employment opportunities.
In addition See Me Be CIO has started a
community garden called ‘The Old Orchard’
at a local farm and secured additional
funding from The Rural Hubs Grant and the
Aviva Community and Wild Isles Fund to
develop this site and make it accessible to
adults with disabilities.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity|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|
Commission on public benefit
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.
Our Job Coach has worked directly with
adults with learning disabilities and their
parents/carers to facilitate their access to
paid employment.
As of November 2025, ‘The Old Orchard’ is
now ready for use by adults with a learning
disability.|
## **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: 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|The majority of our fundraising during this
period was achieved via Benevity, an
Enterprise Impact Platform.
This money was used to maintain the
employment of our Job Coach and
supplement the works undertaken at ‘The
Old Orchard’.
‘The Old Orchard’ will be an accessible
garden for adults with a learning disability
to learn and gain work experience and to
facilitate their inclusion as active members
of their community.|
|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 development of ‘The
Old Orchard’.|
|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 and
development of‘The Old Orchard’.|
|Amount of reserves held|Para 1.22|At present (December 2025) See Me Be
CIO has £9199.11).|
|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:
|
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
Our principal funding (April 2024 – March
2025) was via Benevity. We also received a
donation from Chippenham Half Marathan
Club.|
|---|---|---|
|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. When Laura Richards handed in her
notice, Michelle Gordon accepted post of
Trustee. Emma Veal and Stella
Wolstenholme remain in their posts. 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|**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||
||Stella
Wolstenholme||March 2020 to present||
||Emma Veal||December 2023 to
present||
||Laura Richards||March 2020 – June 2025||
||||||
||||||
– Corporate trustees names of the directors at the date the report was approved
**Director name** None
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)**
|**Names and**|**addresses of advisers (Optional information)**|**addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**
**adviser**|**Name**
**Address**||
||||
||||
||||
||||
|**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**
09/12/2025
|Month|Income|Out-going|Actual||
|---|---|---|---|---|
|**April**|||||
|HMRC||3||8275.04|
|Payroll 20||50.12||8224.92|
|Reimburse B&Q||38.82||8186.1|
|Reimburse food||15.6||8170.5|
|Payroll Manager||59.94||8110.56|
|Adobe sofware||19.97||8090.59|
|Account fee||5||8085.59|
|Payroll 21||27.52||8058.07|
|HMRC||6.8||8051.27|
|**May**|||||
|Payroll Manager||59.94||7991.33|
|Adobe sofware||19.97||7971.36|
|Account fee||5||7966.36|
|Fundraising Regulator||50||7916.36|
|Polytunnel||1645.6||6270.76|
|**June**|||||
|Payroll 22||36.56||6234.2|
|Payroll Manager||59.94||6174.26|
|HMRC||9.2||6165.06|
|Reimburse B&Q||183.92||5981.14|
|Account fee||5||5976.14|
|Adobe sofware||19.97||5956.17|
|Interest|3.67|||5959.84|
|Squarespace||85.44||5874.4|
|Benevity CG|1860|||7734.4|
|**July**|||||
|Squarespace||244.8||7489.6|
|Adobe sofware||19.97||7469.63|
|HMRC||9||7460.63|
|Payroll 23||36.76||7423.87|
|Payroll Manager||59.94||7363.93|
|Account fee||5||7358.93|
|**August**|||||
|HMRC||11.6||7347.33|
|Payroll 24||45.6||7301.73|
|Payroll Manager||59.94||7241.79|
|Adobe sofware||19.97||7221.82|
|Mower hire||120||7101.82|
|Reimburse tarp||85.47||7016.35|
|Account fee||5||7011.35|
|**September**|||||
|Adobe sofware||19.97||6991.38|
|Payroll Manager||59.94||6931.44|
|Account fee||5||6926.44|
|Interest|3.61|||6930.05|
|HMRC||18.2||6911.85|
|Payroll 25||73.32||6838.53|
|BASE membership||150||6688.53|
|**October**||||
|---|---|---|---|
|Payroll Manager||59.94|6628.59|
|Adobe sofware||19.97|6608.62|
|Account fee||5|6603.62|
|Localgiving||180|6423.62|
|HMRC||18.4|6405.22|
|Payroll 26||73.12|6332.1|
|Markel Insurance||239.68|6092.42|
|**November**||||
|Payroll Manager||59.94|6032.48|
|Adobe sofware||19.97|6012.51|
|Account fee||5|6007.51|
|**December**||||
|HMRC||6.8|6000.71|
|Payroll 27||27.52|5973.19|
|Payroll Manager||59.94|5913.25|
|Donaton from Chippenham Half Marathon|425||6338.25|
|Adobe sofware||19.97|6318.28|
|Account fee||5|6313.28|
|Interest|3.15||6316.43|
|Payroll 28||82.36|6234.07|
|HMRC||20.6|6213.47|
|**January**||||
|Adobe sofware||19.97|6193.5|
|Payroll Manager||59.94|6133.56|
|Monthly account fee||5|6128.56|
|**February**||||
|Adobe sofware||19.97|6108.59|
|Payroll Manager||59.94|6048.65|
|Payroll Manager||59.94|5988.71|
|Monthly account fee||5|5983.71|
|Benevity|1120||7103.71|
|**March**||||
|HMRC||20.6|7083.11|
|Payroll 29||82.36|7000.75|
|Adobe sofware||19.97|6980.78|
|Payroll Manager||59.94|6920.84|
|B&Q||258|6662.84|
|Monthly account fee||5|6657.84|
|B&Q||285|6372.84|
|B&Q||368.6|6004.24|
|Interest|3.1||6007.34|
|Summerhouse||1349|4658.34|
|Total|3418.53|7038.23||