Charity Registration No.1190534
14, All Saints Place, Bury.
Lancashire BL8 1ND
07397089141 contact@wonderfullifeacademy.com www.wonderfullifeacademy.com
Trustee Annual Report 23[rd] July 2020- 22[nd] July 2021
Contents
Executive Summary...........................................................3 Legal and Charitable Status...............................................5 Objects and Area of Benefit...............................................5 Mission Statement ...........................................................5 Statement of Values..........................................................6 Summary of Achievements to Date.....................................7 Vision of Success...............................................................7 Aims.................................................................................8 Equality Statement............................................................9 Governance......................................................................9 Situation Analysis ...........................................................10 Business Strategy...........................................................12 Funding Strategy.............................................................13 Service Plan....................................................................14 Internal Policies and Procedures......................................17 Staffing...........................................................................18 Volunteers......................................................................19 Insurance........................................................................20 Budget & Strategic Risk Assessment................................21
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Executive Summary
Wonderful Life Academy is a Charitable Incorporated Organisation registered with the Charity Commission and recognised as charitable by HMRC. The Objects as set out in Wonderful Life Academy’s governing document are:
To preserve and protect the health and wellbeing of, in particular but not exclusively, frontline workers in the United Kingdom by providing workshops and coaching sessions with Well-Being Coaches and providing access to on-line content designed to promote healthy lifestyle and well-being.
Our mission is " To help as many people as possible improve their lives through focussing on well-being. We provide coaching to help them to look after their Physical, Mental, Emotional and Spiritual well being and in doing so create their own Wonderful Life."
Since its foundation in 2020, Wonderful Life Academy has helped Frontline workers in the Fire Brigrade, the Greater Manchester Police, the NHS, Morrisons Supermarkets, Nationwide Building society, Social Workers and Nurseries to improve the WellBeing of their staff. We have built a partnership with Accent Housing Association providing 'paid for' Coaching to improve the Well-Being of their entire team.
In 2020, Wonderful Life Academy predominantly working in the North of England with our team of 3 Well-Being Coaches. Due to Covid-19 the majority of our coaching was provided through the online platform with access to the Members content via our website.
In 2021, Wonderful Life Academy operated throughout the United Kingdom with a team of 9 Well-Being coaches. We offered online group coaching sessions and online Coach Training alongside a select number of face to face sessions.
Wonderful Life Academy's governance structure consists of three Trustees:Timothy Laycock, Rachael Taylor and Lucy Gale and its Chief Executive Officer Neil Gowing. Full Board meetings are held six-monthly. Trustee meetings are held quarterly with a minimum of two trustees in attendance.
The Charity has a number of key strengths. All our fully qualified Coaches are accredited by the largest coaching organisation in the world. All of our coaching content belongs to the Charity and is licence free. The CEO has 30 years Leadership and business experience.
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The Trustees have a plethora of experience inluding NHS, Mental Health First Aid, Management and Leadership, Logistics,Business Directors, Training and Development, Human Resources and CIPD.
The need for Well-Being coaching is highlighted in the department of Health's recent paper on well-Being as being at an all time high thus creating a significant opportunity for our charity to flourish and benefit the maximum number of people.
Wonderful Life Academy has a two-stage business strategy, to be implemented between years 1 and 2 of the business plan.
-
Build on line membership of both Frontline and non-frontline workers including online group sessions and training.
-
Seek opportuities to work collaboratively with organisations to provide our service to and to recieve funding/fundraising support from.
The Charity's funding strategy follows three main workstreams; local fundraising, funding grants and providing 'Paid for' coaching/speaking.
We have a clear set of objectives geared towards achievment of our business plan with reviews of all strategy, activiites and procedures planned within the financial year.
All Strategic risks have been asessed and measures put in place to mitigate those risks.
The business plan has been assessed and agreed by our Board of Trustees to ensure compliance with our obligations under our Charity Constitution.
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Legal and Charitable Status
Wonderful Life Academy is:
-
A Charitable Incorporated Organisation
-
A registered charity recognised as charitable by HMRC
Objects and Area of Benefit
The Objects as set out in Wonderful Life Academy’s governing document are:
To preserve and protect the health and wellbeing of, in particular but not exclusively, frontline workers in the United Kingdom by providing workshops and coaching sessions with Well-Being Coaches and providing access to on-line content designed to promote healthy lifestyle and well-being.
The Area of Benefit as set out in Wonderful Life Academy’s governing document and registered with the Charity Commission are:
To improve the health and Well-Being of Frontline workers n the united Kingdom. These workers are the key individuals who keep the country operational in times of crisis or public emergency. By improving the health and Well-Being of these workers they will in turn provide an improved service to the general public on a daily basis and also be more resilient in times of crisis thus maintaining a higher level of attendance and service in such times .
Mission Statement
Our mission is to help as many people as possible improve their lives through focussing on well-being. We provide coaching to help them to look after their Physical, Mental, Emotional and Spiritual well being and in doing so create their own Wonderful Life.
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Statement of Values
Wonderful Life Academy believes strongly in:
The right of everyone to enjoy a life of their own.
The right of Frontline and Key workers to expect effective support in their valued role.
The importance of a safe environment where people can share personal experiences with honesty and acceptance.
Wonderful Life Academy sees itself as:
Caring and respecting people’s individuality.
Promoting the importance of well-being to overall health.
Enabling and empowering people to take action. Maintaining people’s confidentiality (subject to safeguarding issues). Valuing Frontline and Key workers and their contribution to society. Non-condemnatory, judging situations not people. Independent of statutory services.
Seeking and gaining the respect of professional colleagues. Working consultatively and collaboratively. Open and communicative.
Knowledgeable, with a “can-do” approach to improving well-being.
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Summary of Achievements to Date
Since its foundation in 2020, Wonderful Life Academy has already:
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Helped members of the Fire Brigrade to improve their WellBeing through group coaching sessions.
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Helped members of the Greater Manchester Police improve their Well-Being through group coaching sessions.
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Helped Frontline workers within the NHS improve their WellBeing through online content and activities.
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Helped members of Royal Mail to improve their Well-being through providing access to their online content.
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Worked with Nurseries to improve the Well-Being of their staff thrrough online group sessions.
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Built an ongoing partnership with Accent Housing Association to improve the Well-Being of their entire team.
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Worked in collaboration with Morrisons Supermarkets to run Well-Being groups for their Key workers.
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Held online well-being sessions for the Morrisons head office team as part of their corporate Mental Health Awareness week.
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Worked in Partnership with Nationwife Building Society to provide Well-Being coaching for their Frontline teams.
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Held face to face well-being sessions with ‘Men’s Den’ in Burnley.
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Held face to face sessions with The Prince’s Trust for groups of teenagers.
Vision of Success
In 2020, Wonderful Life Academy predominantly worked in the north of England with our existing team of 3 Well-Being Coaches. Due to Covid-19 the majority of our coaching was provided through the online platform with access to the Members content at www.wonderfullifeacademy.com.
In 2021, Wonderful Life Academy:
-
Operated throughout the United Kingdom.
-
Offered face to face coaching to all registered beneficiaries.
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Offered online group coaching sessions.
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Offered online Coach Training.
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Aims
The strategic aims of Wonderful life academy are:
To enable Frontline and Key Workers to manage their role more easily and more effectively.
To enable Frontline and Key Workers to manage their well-being and own lives more easily and more effectively, and to pursue their own goals and aspirations.
To enable Frontline and Key workers to identify with and support each other.
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Equality Statement
Wonderful Life Academy is committed to equal opportunities principles in:
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designing and delivering its services;
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recruiting and developing its paid staff and volunteers;
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recruiting and developing its Board membership.
This commitment is set out in full in our Equal Opportunities Policy.
Governance
Wonderful Life Academy's governance structure is as follows:
- 3 Trustees -
Timothy Laycock - Director at Smiths of Bury Specialist
Haulier.
Rachael Taylor - Senior Manager at NHS Ombudsnman. Lucy Gale- Crime Recording officer -Greater Manchester Police..
- Chief Executive Officer- Neil Gowing
Full Board meetings are held six-monthly. Trustee meetings are held
quarterly with a minimum of two trustees in attendance.
9
Situation Analysis
Strengths:
Led by fully qualified Coaches accredited by The largest Coaching Organisation in the world.
All content belongs to the Charity and is licence free.
Website is functioning and fit for purpose.
Network of qualified coaches already in place.
CEO has 30 years Leadership and business experience.
Trustees bring a plethora of experience inluding NHS, Mental Health First Aid, Management and Leadership, Logistics,Bbusiness Directors, Training and Development, Human Resources and CIPD.
Well-Being is topical in the current climate.
Frontline and key workers are front of mind in the public eye in the current climate.
Content and format are tried and tested with excellent reviews and feedback.
No other Charity or Coaching organisation has the same content.
We are able to operate both online and in person allowing us to be flexible in the current environment.
Weaknesses:
More than half of our fully trained Well-Being Coaches are based n the North West of England thus limiting our reach.
The website has limitations due to lack of expert knowledge within the Charity.
The adminsitration and day to day function of the charity is reliant soley on the CEO at present.
Our Brand awareness is low outside of home towns.
Opportunities
We are eligible to apply for funding from National Lottery, People's Postcode lottery and numerous other funding bodies.
Partnership with Nationwide Building society can bring publicity, credibility and fundraising opportunities.
Partnership with Morrisons Supermarket can bring publicity, credibility and fundraising opportunities.
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Partnership with Greater Manchester Police can bring publicity, credibility and fundraising opportunities.
Tap into Wilko contacts including Team members as source of volunteers and fundraisers.
Development of website to create a more accessible online coaching service.
Demand for new services with groups impacted by Covid -19 such as the unemployed.
Grow online membership and online sessions.
Threats
The Current climate has made funding and fundraising more difficult with many charities finding it difficult to survive.
People don't see the value of coaching so not seen as essential.
Loss of coaches due to other commitments
Not able to pay CEO and coaches.
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Business Strategy
Wonderful Life Academy has a two-stage business strategy, to be iplemented between years 1 and 2 of the business plan.
-
Build on line membership of both Frontline and non-frontline workers including online group sessions and training.
-
Seek opportuities to work collaboratively with organisations to provide our service to and to recieve funding/fundraising support from.
Key priority areas are:
Expansion of the online service
-
Promote the Wonderful Life Academy Brand more widely through Social Media and through the Charity Website.
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Improve the website to create a user friendly membership service
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Explore creation of an App to make the service more accessible by phone.
Expand our reach to more Beneficeries
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Utilise our Patron to access decision makers at NHS
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Utilise exisiting contacts to build relationships with Morrisons, Wilko, NHS, Nationwide Building society, Greater Manchester Police and Bury College.
Team Development and knowledge
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Recruit and train another 10-15 Well-Being Coaches
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Upskill exisitng Coaches with ongoing developemnt programme.
-
Recruit and develop operational roles as required to expand the Charity capabilities.
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Funding Strategy
The Charity's funding strategy follows three main workstreams.
1. local fundraising.
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Selling hoodies and t-shirts on facebook.
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Sponsored events such as The Don't Run...Marathon.
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Raffles with donated prizes.
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Requests for 'helping hands' donations from local businesses.
2. Funding grants.
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Applications to National Lottery
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Applications to People's Postcode Lottery.
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Applications to other funding organisations when available.
3. Providing 'Paid for' coaching/speaking .
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Coaching to non-frontline workers.
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On-line membership to non-frontline workers.
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Key note speaking at events to publise Well-Being.
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Selling Coaching book 'It's a wonderful life'.
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Service Plan
The main services offered by Wonderful Life Academy will be as follows:
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Face to face group Well-Being Coaching.
-
Online group Well-Being Coaching.
-
Online Academy with resources to help improve Well-Being.
1.Face to face group Well-Being Coaching
Activities
-
Group coaching sessions held in workplaces on a weekly/fortnightly or Monthly basis.
-
Structured sessions to improve each individuals Well-Being
-
Takeaway exercises given to continue work between sessions
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Daily Journal utilised to track progress and share successes.
-
Well-Being toolkit issued to help continue progress outside of group session.
Outcomes
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Improved Physical Well-Being through focussed activity
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Improved Mental Well-Being through focussed activity
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Improved Emotional Well-Being through focussed activity
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Improved Spiritual Well-Being through focussed activity
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Improved Social Well-Being through group activity and membership.
-
Better work/life balance through improved Well-Being activities.
-
More productive Individuals and teams due to better balance and more energy.
-
Reduced absenteeism and sickness due to improved WellBeing.
Resources
- 10 - 15 Qualified Well-Being Coaches
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Members journal for each individual
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Charity Banner and Pull Up Banner
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Wonderful LIfe Members Pack including Dice, wheel of life, Journal
-
Website with Coach resources and administration functions
2. Online group Well-Being Coaching
Activities
-
Group coaching sessions held online on a weekly/fortnightly or Monthly basis.
-
Structured sessions to improve each individuals Well-Being
-
Takeaway exercises given to continue work between sessions
-
Daily Journal utilised to track progress and share successes.
-
Well-Being toolkit issued to help continue progress outside of group session.
Outcomes
-
Improved Physical Well-Being through focussed activity
-
Improved Mental Well-Being through focussed activity
-
Improved Emotional Well-Being through focussed activity
-
Improved Spiritual Well-Being through focussed activity
-
Improved Social Well-Being through group membership.
-
Better work/life balance through improved Well-Being activities.
-
More productive Individuals and teams due to better balance and more energy.
-
Reduced absenteeism and sickness due to improved WellBeing.
Resources
-
10 - 15 Qualified Well-Being Coaches
-
Website with Members area including Well-Being toolkit and all group materials.
-
Website with Coach resources and administration functions
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- Online Academy with resources to help improve Well-Being
Activities
-
Provide online portal to all members.
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Provide workplace specific online portal to each workplace.
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Provide Well-Being activities for download or use online.
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Provide group activities for download or use online
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Produce and distribute a regular newsletter with additional tools and activities to improve Well-Being.
Outcomes
-
Improved Physical Well-Being through focussed activity
-
Improved Mental Well-Being through focussed activity
-
Improved Emotional Well-Being through focussed activity
-
Improved Spiritual Well-Being through focussed activity
-
Better work/life balance through improved Well-Being activities.
-
More productive Individuals and teams due to better balance and more energy.
-
Reduced absenteeism and sickness due to improved WellBeing.
Resources
-
Website Domain and hosting
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Ongoing Website updates and maintenance
-
Well-Being content and activities
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Website Administrator
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Website content writer
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Internal Policies and Procedures
Wonderful Life Academy will keep policies updated covering the following areas:
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POLICY AREA Adopte Action / Review
d
Safeguarding Sep Review Sep 2021
2020
Confidentiality Sep Review Sep 2021
2020
Conflict of interests Sep Review Sep 2021
2020
Health & Safety Sep Review Sep 2021
2020
Equal Opportunities Sep Review Sep 2023
2020
Complaints Oct Review Oct 2023
2020
Corporate Social Oct Review Oct 2023
Responsibility 2020
Recruitment Oct Review Oct2023
2020
Volunteering Oct Review Oct 2023
2020
Financial Oct Review Oct 2023
Administration 2020
Code of Conduct Sep Review Sep 2021
2020
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Staffing
The Charity currently employs the following roles: Job Title: Chief Executive Officer (unpaid) Supervised by: The Trustees Contract : Indefinate
Job Description:
-
To oversee the day to day running of the charity.
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To report all activity to the board of trustees on a monthly basis
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To enure all Coaching content is relevant and up to date.
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To train and develop all new coaches working for or on behalf of the charity.
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To ensure all legal requirements are met on behalf of the Trustees.
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To build and develop relationships with beneficieries, funding bodies, fundraisers and volunteers.
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- To ensure all activity is to achieve the object of the charity on behalf of the Trustees.
Job Title: Well-Being Coach Supervised by: The Chief Executive Officer Contract: Self Employed
Job Description:
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To provide Well-Being Coaching to groups and individuals
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To maintain the standard of coaching outlined in Wonderful Life Academy Methodology.
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To provide on line coaching vis approprite methods.
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To support fundraising activities as required.
The Charity plans to recruit the following roles within years 2 and 3 of the business plan:
Job Title: Company Secretary Supervised by: The Chief Executive Officer Contract: Indefinate
Job Description:
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To oversee all administration within the charity.
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To oversee all financial and legal documentation and reporting.
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To maintain accurate records of all funding and all work undertaken by the charity.
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To support fundraising activities as required.
Volunteers
The Charity has the following volunteer roles:
Fundraisers
10 people working an average of 10 hours per month.
Social Media influencers
5 people working an average of 5 hours per month.
Ambassadors
10 people working an average of 5 hours per month.
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Insurance
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TYPE LEVEL Renewal date
Product liability £5m 03/02/2022
Public liability £5m 03/02/2022
Professional indemnity £5m 03/02/2022
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Yearly Accounts & Strategic Risk Assessment 23
CHARIIY COMMISSION FOR ENGLANO ANO WALES Receipts and payments accounts CC16a To 22ffj712021 Section A Receipts and payments Totsl fvnds A1 R4celMS Fundml NalKffj LotteryGr•ii ARI 11647 11647 (Me table}. Toial rK•lMS 1Z.647 1.026 1N26 Recwilwl * Tr 1445 7¥J IMur•nce4M l•es PD5 Sub tolal lo io A4 invqsknqnt urchases seetable •nt Sub totsi 17Y 14et0lrEceiptpéyftrents? A5 Transfers btheeth lunds A6 Cash funds lastyearend ¢ash funds Ihts yearend ecxx R1 24
Strategic Risk Lock of For¥¥0 pignning or$lr•teoi¢ dlrèctio 2 mli0r Fin•n¢i81 plan and owr•tlon81 perfoTrnance DI Tru51ee Meelin9S. 3 Crèate a alraile buSine$$ plan 8nd ieview al TTu8lee Meelin None BoBrd Apr-22 Plans lo bg dra%¥n up and 9r88d v•lh Board Lack ol relevant skilh or commiimenl Irorn Tru$t60¥ 1 Oraw up Trustee Recruilmenl wlicy 2 Dr•w up Tru6t¢e Tr•ining progr¥mm0 CEO Ocl-21 1 Agree protocol lor disclosure ol wtenlial 2 Agree pTocedures for 8tsfiding down on Certain eonflKI of Inleioal None BDard Apr-22 Agree noliGe piocedures. a robust èuCCèAAlcn pl•n Policies 10 be diawn up 8nd a9reed wlh BD3rd Losg of K•y $tlTIBoard m•mb•rs 3 Draw CEO O¢i-21 Complainls ptyli¢y dr8vm up and agieed wlh Bo•rd Poor S•ryic• piov161on-Cu•iom•F pio¢edur•6 service &landard8 Ind benchmark. oichèck coachin 1 Maintain bespdte eonient delivery 2 Monitor pjblic aw•rotyoJs and proliltr ol Chanty. 2.Agr ceo Ckt-21 Comwiiion trom MIlar &ThIS•ll0n6 Non• Bo•id requlrnd leviw marketin 1 review and ¥gree role. cotTrpelenCi5 reviow and 09r vethng piocedures 3 revi•w8nd agree Ir•lning and &up•rvision procedure& 4 sgr d•v•lopm•nl •nd motlvallon Volunt••r• Dr•w up r•l•van pl•nB CEO Oct.21 1 oomply wlh law aDd regulion 2 Iiain staff compliane4 01¢ 3 pul In placa moniiorino and repoflin rottdure5 Impbmeni Health & Satsly Policy eallh and Safety 8oHid Oct-21 2.Dra4V up robust training plall¥ lor W¢ll-eoing Coaches. iobusl ¥uw9¥8iQn an 4 Buikl a neiwork of Coaches who %*ill fill In a& uirea Recruilrnenl Retention ol Well-Beirp Draw up relevan polorvas and agree wlh boord CEO t-21
Lock of fundraisiry reluma or9anisalroThs 2 Reviewaclivrty and ieturns l Trustee Meeting8 3 Agree Fundr8rJinp th Board Bogrd R84UITod 1n8pyopri81¢ Fundr•i$i 2 Implement aulhori98iion woceg$ for Fundraisers. 1 Revw Iin8n¢lJl ¢onird pr¢¢edur& 2 8&9Fegale dul Draw up releva CEO 0¢1-21 Fraud or error Draw up relevan CEO Oct-21 ree vthislle-blDwin 1 ¢ommunicale with supporteTS and bèneliciari 2 En¥ure quality reporhno Of th• PublK wruptkjn Drft Publ¢ EO OGt-21 roGedur&B 1 Implernenl complalnls proc4duiei (both 2 Aslee propel r•viewprocedures for ¢mpl•lni• J Agrqe 4 Gri8is m•nagernenl ili•tepy for Dr4ft Crhii M8n8gem•ni Slr41egy CEO O¢t-21 messa es and p nominaled s kes erBoD 1 Monitor propo•d i•ll•I and roouiaiory han9e& 2 Consider m&mbei8hip of 8ppropri•ie Governmqnl PDIicy 804rd On9n9 1 Comply Yth law and iegulaiion 2 Traln $18lf and ¢ompll8nc offi¢•r 3 Pul In place tronitorifig aDd reporting rocedure8 H•th. iifety 4nd •n¥irDrrn•nl Imlem?nl Health & Salèty CEO Oct-21 1 Identity key legal and regulatory reguirBmenl¥ 3. AIIoGale responsibilty lor key GompliHnce pro¢edvre8 3 Pul in pl¢é ¢omplit• monitorin9 and reporting Compliance with legislatrn and regulation8 opproprlaw to the 8¢IIvitie$. SI a1 &lrurlure Df the chaiity No Board Apr-22 1 Reviow¥nd ¥groo wnpliwnrfj proGedure3 and Il¢¢aiion of $18ff 8 Reguknry repDrbng requirements.. Board Apr-22 26
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) N,Gowing Full name(s) Neil Gowing Position (eg Secretary, CEO Chair, etc) Date 07/08/21
27
Charity Name No (if any) Wonderful Life Academy 1190534
Receipts and payments accounts
Period start date Period end date To 7/23/2020 7/22/2021
For the period from
Section A Receipts and payments
Unrestricted Restricted Endowment funds funds funds
Total funds
to the nearest £
to the nearest £
to the nearest £ to the nearest £
A1 Receipts
----- Start of picture text -----
Fundrtaising 2,050 - - 2,050
National Lottery Grant 10,000 - - 10,000
Sale of merchandise 97 - - 97
Other grants 500 - - 500
- - - -
- - - -
- - - -
- - - -
12,647 - - 12,647
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 12,647 - - 12,647
A3 Payments
Payment to Coaches 1,026 - - 1,026
Recruitment and Training 6,000 - - 6,000
Website and content 2,445 - - 2,445
Stationery and consumables 720 - - 720
Insurance and fees 203 - - 203
Postage 46 - - 46
- - - -
- - - -
- - - -
Sub total [ 10,440 ] - - 10,440
A4 Asset and investment
purchases, (see table)
Computer equipment 1,673 - - 1,673
- - - -
Sub total [ 1,673 ] - - 1,673
Total payments 12,113 - - 12,113
Net of receipts/(payments) 534 - - 534
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 534 - - 534
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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 | Funds from fundraising pre and post Charity registration. Total cash funds |
to nearest £ 534 - - 534 |
to nearest £ - - - - |
|
| (agree balances with receipts and payments account(s)) |
OK | 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 Computer equipment |
Unrestricted funds Fund to which asset belongs |
Cost (optional) 1,673 |
|
| charity’s own use | - - - - - - - - |
|||
| B5 Liabilities | Details | Fund to which liability relates |
- - - - - Amount due (optional) |
|
| Signed by one or two trustees on behalf of all the trustees |
Signature | Name | ||
| T.Laycock | Timothy Laycock |
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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) 1,000 - - - - - - - -
When due (optional)
Date of approval
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8/7/2021
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