-J*tt °Ja'ke You're not alone AGM Report 4 October 2023 ## Introduction Since the last AGM in February 2023, the charity has continued to grow. During this time, we have held a focus group meeting, started policy and procedures reviews, achieved some key milestones, had fundraising events and activities, and identified areas for development. Each of these areas will be covered in further detail within this document. ## Focus Group Since the charity was founded, it has evolved and during discussions it was acknowledged to be more effective some clarification on our purpose and structure was required. On Wednesday 26[th] July, a Focus Group meeting was held and over fifteen people attended. There were four key questions posed which we have now agreed on. ## **What should be our purpose?** After much consideration on the 6[th] September, it was agreed by the Committee the charities’ purpose is; - _Ask for Jake is a local charity run by a team of dedicated volunteers who work to raise awareness of challenges and improve the mental health of the local community. We do this by offering peer-to-peer support, signposting to services and specialist organisations, and providing training opportunities._ ## **Who should we support?** There was a lot of discussion regarding this topic, as a charity we would like to help everyone but, we are aware of limitations in several areas. It was agreed that our primary focus should be helping adults who are supporting people who are experiencing mental health challenges. ## **How should we support people?** We will provide support through our men’s hub, talk shops and training both delivered by ourselves and other specialist charities, not-for-profit organisations, and statutory services. Additionally, we will continue to signpost people to services and organisations that can provide further specialist support. ## **How should we organise ourselves?** It was identified there were several strategic activities that required attention. The Committee agreed these would be best addressed with the formation of a Board. The Board meet on a regular basis to develop, review, and agree on policies and procedures, develop strategy, and identify, and review opportunities for the charity. To ensure transparency and inclusivity the Board reports back to the Committee on a biweekly basis to provide updates on progress, get agreement on decisions or potential decisions and for suggestions and recommendations on activities. 1 ## Policies and Procedures As a result of the Focus Group, it was agreed existing policies and procedures needed to be reviewed and amended or new documentation created to cover our remit and ensure compliance with legal and statutory obligations. The Committee have been involved in key decisions on processes and procedures and these have been feedback to the Board who amend or create documentation for sign-off. Once documentation is finalised a hardcopy is provided in the Hub. The process of review, amendment and agreement remains an ongoing activity to ensure these documents are fit for purpose. ## Key Milestones, Fundraising Activities and Events Since our last AGM there have been some key milestones within the charity, fundraising activities, and events. ## **Key Milestones** Whilst we have achieved lots of milestones since our last AGM, we would highlight two significant ones. ## 11[th] March - The Hub Opens The Hub is a dedicated premises for Ask for Jake, which means the charity can run talk shops, training activities, events, and offer the facilities to other organisations. The exclusive use of the premises ensures that we can offer a confidential space for people. ## 10[th] August – Secretary Appointed After some challenges fulfilling the role, the Committee approved the nomination of a secretary this has helped to ensure accurate minutes and record keeping. ## **Fundraising Activities** There are a lot of fundraising activities and donations we receive to support us financially to continue our work. We would like to thank everyone who supports us by providing any money, all contributions mean a lot. We would like to highlight a few fundraising events below. ## 23[rd] April – London Marathon After some serious training, Kieran and Marc ran the London Marathon which raised £1,000. 6-13[th] May – Summit to Share The Summit to Share team completed the Hike for Max project over the Two Moors Way which is approximately 110 miles and raised over £7,000. 27-30[th] May - Braunton Walkers The Braunton Walkers trekked from Braunton to Minehead which raised over £2,000. 2 ## 10[th] September - Sky vs. BT Openreach The first ever Sky vs. BT Openreach football match was held at Braunton FC, this was a great community and fundraising event. The final amount raised for the event is yet to be confirmed but we are hopeful this will raise nearly £2,000. ## **Events** The Ask for Jake team attended several events to raise awareness of the charity and its work which included 1[st] -4[th] June the Wavelength Spring Classic Festival and 29[th] May the Braunton Village Fair. ## 10[th] June – Black Tie Event The 2[nd] Black Tie event at The Barnstaple Hotel where the guests celebrated the work of the charity, we were able to thank people for their support and raise funds. ## Finances The overview of the finances for the April 2022 to March 2023 period are as follows. |Opening Balance (April 2022)
April 2022-March 2023
Income
Expenditure
**Balance (March 2023)**|£ 32,334.00
£ 32,570.00
£ 19,894.00
**£ 45,010.00**| |---|---| Please see the full accounts in Appendix A providing a breakdown for the financial year. ## Plans The current areas for plans are strategy development, training, referrals, and the increased use of the Hub. As a small volunteer charity, we are mindful of our limitations with resourcing and bandwidth. The Committee has agreed in principle there are some areas that may require the hiring of businesses and organisations to provide the expertise to enable these to be delivered. ## **Strategy Development** Once the trustees are agreed and sign the constitution, the next Board Meeting agenda will be to identify strategy areas and prioritisation. These strategies will be developed with input of the Committee to enable implementation. The initial topics identified are: - Communication planning – how do we reach people, when do we do it, website update, - Financial planning – what activities are we planning to fund in the upcoming year, what fundraising activity do we need to do, how do we track spending, and respond to changing demands. - Networking Development – how we work with other charities, statutory, and not-for-profit organisations to signpost, deliver together, and support opportunities. 3 ## **Training** The Committee has agreed now we have premises we could provide an increased range of community training. Current training will be extended to provide training which is delivered by specialist organisations and experts. We are looking at a wide variety of training opportunities to promote mental health wellbeing, raise awareness of challenges and provide tools for supporting people facing mental health challenges. Please look at for updates on our social media or posters around the village. ## **Referrals** There is agreement by the Committee we would like to refer people, where possible, to organisations that provide direct support. We currently offer this opportunity by referrals to The Wave Project, and Chill, and will be looking to increase our referrals to these organisations and work to identify opportunities within our purpose. ## **Increased Use of the Hub** The Committee has agreed increase the use of our premises for different organisations with the primary focus being on charities and not-for-profit organisations who align with our purpose. We need to work to continue to ensure the space meets all the legal and statutory obligations. ## Summary Since the last AGM, there has been a lot of activity, resources, and time spent on organising and focussing the charity which provides us with strong foundations for more effective delivery moving forward. We are pleased to have opened our premises and see this as a critical area for our future. Our special thanks for their continued support go to Dry Robe, Braunton Young Farmers Club, Conservative Club, Braunton Masonic Lodge, and Braunton Parish Council. Additionally, we would like to thank everyone who has volunteered in any capacity to support our activities, and the local community for your continued support. We really look to be able to deliver more in the next year. 4 Appendix A – Full Accounts 1[st] April 2022 – 31[st] March 2023 5 Re8lstwed Ch•rfty Number. 1188991 Ask for Jake for the ytsr onded 31st March 2023 Ask forJak* forthe year ended 31st Mardb 2023 Page No. Legal and Admlnlstratlve Informatlon Trustees, Annual Report Independent Examlners Report Recelpts and Payments Notes to the Flnanelal Statements Ask forjake Lerdl and Admlnlstratlv¢ Infommdon forth• year ended 31st March 2023 Charfty N•me: Ask forjake Tradln8 Narne: Ask forjake Charfty Commlsslon Re8lstered Number. 1188991 CharftW$ Prlndpal Address: 2A Fleld Close Braunton EX33 IEP Truste•s: Mrs J Squlre Mrs M Ash Ind•pethnt Examlner: Rachael Woosey North Devon Accounts 4 Cross Tree Centre Caen Street Braunton North Devon EX33 IAA Ask forjake Trustees. Anmwl Report forthe r ended 3tst Mavth 2023 The trustees submlt thelr report together wlth the financlal statements of the charlty forthe year ended 31st March 2023 The trustees durln8 the perlod under revlew were: Mrsj Squlre Mrs M Ash Descrlptlon of Charws G¢Nernln8 document: RacNltmont and •ppolntm•nt of trust••s: Oblectlves of th• charfty. ralslng awareness of challen8es to mental health & to help provkle tralnln8 oppertunltles. To help Improve the mentsl health of the local communlty Maln artlvltles und•rtak•n lor th• publk bonefft: Provldln8 peer to peer supporL speclallst or8anlsatlon & offeTln8 free mental health awareness tralnln8. Fln ncl l Revl Genernl: The fvll flnanclal results •re set otst on pa8e5 fourto five. Resrn Pollcr. nds The trustees declare that they have approved the tfttstees. report èbove. Slgned of behalf of the charlty trustees Name: Date of Approval frrtthe ywebthd 31st Marth 2023 I report on the accounts forthe endeil 315t March 2023 Set out on pages fourto six which have been prepared underthe re￿(pts and payments basi Res nslbllllles The charlty's trustees are re5pon51ble forthe preparatlon of the account& The charlty's trustses con5iderthat an audit is not required forthis year under 5ertion 144 of the CharitiesAtt 2011 and that an independent examination is needed. It is my ￿pOnsIbIlItyt0. examlne the accounts undersection 145 of the 2011 Act to follow the procedures laid down in the General Dirertion$ 8Nen bythe Charity CoMmiss￿n under section 14515llb) of the 2011 Art and to state whether particular matters hwe c4xne tr• my attenl My examination was carried out in accordance with the Genernl Direrti(w ei¥en by the Charity Comrni55ion. An examinatim Indudes a rev*w of a¢countln8 records kept bythe charlty and a comparlson of the accounts presented vAth those reCO￿S. It also indudes conslderation of any unusual Items or dlsdosures in the ?cc￿Jnts. and in the seeking of explanations from you as trustees concerning arry such matter5. The procedu￿$ undertaken do not provide all ofthe ey￿enCe that would be requi￿ in an audlt and, cThwuentfy. rrf) oplnion Is given asto whether the accounts pre5ert a In* and faie view and the ￿p￿t Is Ilmlted tothose matters set out in the statemert bel(M. Independent examiTreVs 5tstement In connectlon with my ex4min*ion, no matter has rome to my attentlon which gives me reasonable ¢ause to belteve that. in any material respe¢ the Tequvements" to keep accounting records in accordano with section 130 of the 2011 Act: and to prepare accounts which accord with the account1￿ reconls and to C￿lY with the accountin8 requirernents of the 2011 Charftles Art have not been meL Ask forjake Independert Examlnee$ Reportto the Trustees fi)r the ￿ar ended 31st Mar¢h 2023 Independent examln•rf$ statsm•nt- contlnued No other matter has come to my attention in connection with my examlnatlon to whkh, In my oplnlon, attentlon shoukl be drawn in order to enable a proper understandln8 of the accounts to be reached. Rachael Woosey North Devon Accounts 4 Cr055 Tree Centre Caen Street 8raunton Devon EX33 IAA Askforjake forthe ended 3tst Mar¢h 2023 2023 Total Funds 2022 Total Funds Notes Unrestrfcted Funds R•edpts Activltles forgenefatin8 funds Fees l 8rants from tharltable actl¥ltles 32.570 32,570 21,532 T¢>t•l Incomln8 rnsources 32.570 32.570 21,532 P•ym•nts Charltsble artlvltles 19m4 19,894 11,019 Tat41 rMouvr•s •xp•nded 12,676 12,676 10,513 Bank accounts and cash brou8ht forwaid 32,334 32,334 21,821 B•nk •¢¢ounts and ujh ¢arrl•d IoThArd 45J)10 45.010 32,334 Ask forJak¢ Notes to the Accounts for the yearended 31st March 2023 l. Charltsble Artlvltles Costs 2023 Totsl 2022 Total Tralnlng & DBS Check5 Subscrlptk)ns Webslte Design Equipment Consultancy Aecountancv Sundry Insurance Fee's- Just Glvlng Purchases Rent 2141 173 191 1877 2980 720 993 578 216 1150 212 312 4355 360 772 605 234 7038 19894 11019 2. Unwestrlrted Funds Balance as at l Aprfl 2022 Balance as at31 March 2023 Incoming Resources Resour￿$ Expended General Funds 32,334 32.570 19,894 45.010 Total Unrestrtcted Funds 21A21 32,570 19,894 45,010 ## **End of Document** ## Document Version Control |Document Produced by|Anna Stone| |---|---| |Content Provided by|Anna Stone, Linzi McPhail, Marie Ash| |Published Date|4thOctober 2023| 6