**Trustees' Annual Report for the period** Period start date Period end date **T From** 01 01 2020 **o** 31 12 2020 ## Section A Reference and administration details **Charity name** The Unity **Other names charity is known by** **Registered charity number (if any)** 1188920 **Charity's principal address** 8 Royal Crescent Harrogate North Yorkshire **Postcode HG2 8AB** ## **Names of the charity trustees who manage the charity** **Trustee name Office (if any)** - 1[Hilary Gardner] - Secretary **Dates acted if not for whole year** **Name of person (or body) entitled to appoint trustee (if any)** - Treasurer - 2[Elizabeth ] Parsons - 3[Joanne van ] Berckel - 4[Sarah Louise ] Williams - 5[Amanda ] Collinson - 6 - 7 - 8 - 9 - 10 - 11 - 12 - 13 14 March **2012** **TAR** 1 15 16 17 18 19 20 ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** Lynn Westerman (formerly Lynn Westerman Holt) is founder and chief executive ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution (12 March 2020) (eg. trust deed, constitution) How the charity is constituted Charitable Incorporated Organisation - (eg. trust, association, company) Trustee selection methods Appointed by vote of other trustees - one nominates and second confirms (eg. appointed by, elected by) appointment. They must have relevant experience and / or be parents and agree with the mission, vision and values of the charity ## **Additional governance issues (Optional information)** March **2012** **TAR** 2 You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** ## **Summary of the objects of the charity set out in its governing document** To relieve the needs of children who are neurologically diverse or disabled or socially or economically disadvantaged to help them develop, thrive and reach the best of their individual potential and encouraging them to adapt in the wider community by - education; development of services; provision of accessible events; provision of parent / carer and sibling support March **2012** **TAR** 3 The trustees have had regard to the guidance issued by the Charity Commission on public benefit. Activities include: - provision of social inclusion and development activities - provision of training for schools and businesses - provision of activities to support the wellbeing of families - provision of accessible, inclusive events - provision of support to family members **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 4 Section D Achievements and performance 5 March **2012** **TAR** ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** A difficult year due to covid, so many of our usual activities which focus on bringing families together were not possible. We had to instead organise activities which people could do from the safety of their own home, to allow them to feel included and that people were thinking of them and providing them with activities to enjoy during lockdown, helping to reduce a sense of isolation. ## These included: - design your own sweatshirt - these were then printed up and doorstep delivered - the creativity was a great way of engaging children of all abilities; and to then be able to wear their actual design provided a wonderful boost to their self esteem - arranging for families to have gingerbread house kits from a local bakery - this meant they could undertake a fun seasonal activity which involved all of the family together - personalised Santa and Tinsel the Elf messages and sing along at home videos to keep connected with our families in the absence of our usual inclusive Christmas grotto experiences at RHS Harlow Carr March **2012** **TAR** 6 ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** No formal policy Bank account balance at 31 December 2020 was £4,383.80 ## **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); Proceeds during the year were £333 from the token scheme at Waitrose Otley and £2,161.80 raised by a local school - Covid meant fundraising opportunities were limited and the bank balance was higher than usual due to the inability to stage accessible events due to lockdowns. - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** H Gardner E Parsons **Full name(s)** Hilary Gardner Elizabeth Parsons **Position (eg Secretary,** Secretary **Chair, etc)** Treasurer March **2012** **TAR** 7 Date 30 October 2021 TAR March 2012 ||**The Unity**|**The Unity**|**The Unity**|**The Unity**|**The Unity**|**1188920**|**1188920**||**CC16a**| |---|---|---|---|---|---|---|---|---|---| ||||||||||| ||**Receipts andpayments accounts**||||||||| ||**For the period**
**from**||01/01/2020||**To**||31/12/2020||| ||||||||||| ||||||||||| |**Section A Receipts and payments**|||||||||| ||**Unrestricted**
**funds**||**Restricted funds**||**Endowment**
**funds**||**Total funds**||**Last year**| ||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**| |**A1 Receipts**|||||||||| |Waitrose Token Scheme|**333**||**-00**||**-00**||**333**||**-00**| |Highfield school fundraising|**2,162**||**-00**||**-00**||**2,162**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| |**_Sub total_**_(Gross income for AR) _|
**2,495**||**-00**||**-00**||**2,495**||**-00**| ||||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||||| ||**- 0**||**- 0**||**- 0**||**-00**||| ||**- 0**||**- 0**||**- 0**||**-00**||**- 0**| |**_Sub total_**|
**- 0**||**- 0**||**- 0**||**-00**||**- 0**| ||||||||||| |**_Total receipts_ **|
**2,495**||**- 0**||**- 0**||**2,495**||**- 0**| ||||||||||| |**A3 Payments**|||||||||| |Watson Training Services - safeguarding|**50**||**-00**||**-00**||**50**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| ||**- 0**||**-00**||**-00**||**-00**||**-00**| |**_Sub total_ **|
**50**||**-00**||**-00**||**50**||**-00**| ||||||||||| |**A4 Asset and investment**
**purchases,(see table)**|||||||||| ||**- 0**||**- 0**||**- 0**||**-00**||| ||**- 0**||**- 0**||**- 0**||**-00**||| |**_Sub total_ **|
**- 0**||**- 0**||**- 0**||**-00**||**- 0**| ||||||||||| |**_Total payments_ **|
**50**||**- 0**||**- 0**||**50**||**- 0**| ||||||||||| |**_Net of receipts/(payments)_ **|
**2,445**||**-00**||**-00**||**2,445**||**-00**| |**A5 Transfers between funds**|**- 0**||**-00**||**-00**||**-00**||**-00**| |**A6 Cash funds last year end**|**1,939**||**-00**||**-00**||**1,939**||**-00**| |**_Cash funds this year end_ **|
**4,384**||**-00**||**-00**||**4,384**||**-00**| ||||||||||| ||||||||||| |**Section B Statement of assets and liabilities at the end of the period**|||||||||| |**Categories**|**Details**||||**Unrestricted**
**funds**||**Restricted funds**||**Endowment**
**funds**| ||||||**to nearest £**||**to nearest £**||**to nearest £**| |**B1 Cash funds**|Bank balance||||**4,384**||**-00**||**-00**| ||||||**-00**||**-00**||**-00**| ||||||**-00**||**-00**||**-00**| ||**_Total cash funds_**||||**4,384**||**-00**||**-00**| ||(agree balances with receipts and payments
account(s))||||OK||||OK| ||||||**Unrestricted**
**funds**||**Restricted funds**||**Endowment**
**funds**| ||**Details**||||**to nearest £**||**to nearest £**||**to nearest £**| |**B2 Other monetary assets**|||||**-00**||**-00**||**-00**| ||||||**-00**||**-00**||**-00**| ||||||**-00**||**-00**||**-00**| ||||||**-00**||**-00**||**-00**| ||||||**-00**||**-00**||**-00**| ||||||**-00**||**-00**||**-00**| ||||||||||| ||**Details**||||**Fund to which asset**
**belongs**||**Cost (optional)**||**Current value**
**(optional)**| |**B3 Investment assets**|||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||||| ||**Details**||||**Fund to which asset**
**belongs**||**Cost (optional)**||**Current value**
**(optional)**| |**B4 Assets retained for the**
**charity’s own use**|||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||**-00**||**-00**| ||||||||||| ||**Details**||||**Fund to which**
**liability relates**||**Amount due**
**(optional)**||**When due**
**(optional)**| |**B5 Liabilities**|||||||**-00**||| ||||||||**-00**||| ||||||||**-00**||| ||||||||**-00**||| ||||||||**-00**||| ||||||||||| |Signed by one or two trustees on behalf
of all the trustees|Signature||||Print Name||||Date of approval| ||Hilary Gardner||||Hilary Gardner||||31/10/21| ||Elizabeth Parsons||||Elizabeth Parsons||||**31/10/21**|