Trustees’ Annual Report for the period
From 31[st] March 2021 Period start date To Period end date 31[st] March 2022
Charity name: REALISE
Charity registration number: 1190438
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote the efficiency and effectiveness of Charities and the effective use of resources for the benefit of the Public by the provision of services to organisations supporting young people aged 8-25 In Nottingham and surrounding areas. To advance in life and help young people between the age of 8 and 28 living in Nottingham and the surrounding area(the area of benefit) by providing support and advice which develops their skills, capacities and capabilities to enable them to participate fully in society as independent, responsible individuals. |
| 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 |
Realise Consortium has been created from over 100 organisations in the community and voluntary sector which support young people, families and communities. The over-arching aim of our network, is to reduce youth violence and trauma by understanding and addressing the causes of the causes of violence. Member organisations address issues such as poverty including access to work and training, housing, the arts, youth work, violence intervention, counselling and harm reduction in drug and alcohol use. Many have forums to enable young people to access services but also to have their voices heard. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | We have recently undertaken Trustee training and have regard to the guidance issued on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment 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 | We are currently undertaking the following activities: Developing an evaluation framework with a local university to enable us to determine the impact of member organisations. This will enable us to develop evidence around the number of young people, families and communities assisted and the value added by our organisations which operate in Communities of locality, identity and interest. Undertaking a skills audit to enable us to embed a quality assurance framework focussing on: Organisational effectiveness Delivering work with young people which is compliant with National Youth Agency Standards |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Individual organisations are delivering against our objectives. We are in the process of developing the infra-structure to support our members and measure our collective success and areas for |
|
|---|---|---|---|
| improvement. | ||
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | We have secured funding from the National Lottery Reaching Communities fund to employ a development worker. Our current objectives for this year have been met |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We currently have under 13k. We are a new charity and building our infra- structure. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We have no policy for holding reserves at this time |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None at this time |
| Additional information (optional) You may choose to include further statements |
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 | Grant funding from the Local Authority, the Lottery and some funding anticipated from the Police and Crime Commissioner |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A at this time |
| A description of the principal risks facing the charity |
Para 1.46 | The Charity is currently in a strong position with buy in from member organisations. We will be in receipt of grant funding enabling us to strengthen our position. The main risks would be reflected by member dissatisfaction and this is not apparent at this time. Members themselves face challenges due to financial constraints and supporting individuals with challenging circumstances. |
| Other | N/A |
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 | 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 | Elected by the Steering Group |
Additional information (optional) You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | REALISE |
|---|---|
| Other name the charity uses | |
| Registered charity number | |
| Charity’s principal address | NGY myplace Castlegate Nottingham |
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) |
|---|---|---|---|---|
| Jacqueline Lockhart |
Chair | |||
| Jeniesha Doyle | Secretary | |||
| Van Henry | Vice Chair | |||
| Hyacinth Francis- Watson |
||||
| Jye Vernon | ||||
– Corporate trustees names of the directors at the date the report was approved Director name N/A
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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
N/A
Other optional information
N/A
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) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Jacqueline Helen Joan Lockhart | ||
Chair |
||
| 27/01/2023 | ||
| 27/01/2023 |
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REALISE No (if any)
Receipts and payments accounts
For the period Period start date Period end date
To
from 1-Apr-21 31-Mar-22
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
- - - 13,000
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
13,000 - - 13,000
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts - - - -
A3 Payments
6,056 - - 6,056
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 6,056 ] - - 6,056
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 6,056 - - 6,056
Net of receipts/(payments) - 6,056 - - - 6,056
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end - 6,056 - - - 6,056
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Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted | ||||
|---|---|---|---|---|---|
| Categories | Details | funds | funds | ||
| B1 Cash funds | Total cash funds | to nearest £ - - - 6,056 |
to nearest £ - - - - |
||
| (agree | balances with receipts and payments account(s)) |
Agreement Error | OK | ||
| Unrestricted | Restricted | ||||
| funds | funds | ||||
| B2 Other monetary assets | Details |
- | to nearest £ - - - - - - |
to nearest £ - - - - - - |
|
| B3 Investment assets | Details | Fund to which asset belongs |
Cost (optional) - - - - - |
||
| B4 Assets retained for the | Details |
- | Fund to which asset belongs |
Cost (optional) - |
|
| charity’s own use | - - - - - - - - |
||||
| Fund to which | Amount due | ||||
| B5 Liabilities | Details |
- | liability relates | - - - - - (optional) |
|
| Signed by one or two trustees on behalf of all the trustees |
Signature | Name | |||
| Jacqueline Lockhart |
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CC16a
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Last year
to the nearest £
-
-
-
-
Endowment funds
to nearest £ - - - -
OK
Endowment funds to nearest £ - - - - - -
Current value (optional) - - - - -
Current value (optional)
When due (optional)
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Date of
approval
1/27/2023
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