Trustees’ Annual Report for the period
From Period start date To Period end date
Charity name:
Charity registration number:
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To benefit the residents of Salford and surrounding areas by bringing together residents, local authorities, voluntary organisations and other groups to advance education and provide facilities for recreation and leisure time activities in the interests of social welfare. |
| 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 |
To relieve unemployment by providing support and assistance to help individuals find employment. To improve the conditions of life for residents through community initiatives. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have referred to the Charity Commission’s guidance on public benefit when reviewing the charity’s aims and activities. |
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 | During the year the charity worked to support the local community through a range of activities designed to improve wellbeing, social inclusion and opportunities for residents. Activities included: Community engagement and support programmes Activities aimed at improving wellbeing and reducing social isolation Providing information and guidance to help residents access services and employment opportunities These activities benefited local residents by creating opportunities for participation, improving wellbeing and strengthening community connections. Some of the activities that have taken place in our community centre have been, Lunch Club for the elderly community, Safe warm Spaces Initiatives, Day trips and Boxing Sessions for disadvantaged young people. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance | Para 1.41 |
against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the financial period the charity had total funds of £1200. Income during the year was £4800, mainly from grants and fundraising]. Expenditure totalled £3600 and was spent primarily on delivering the charity’s activities and operational costs. The trustees consider the charity to be in a satisfactory financial position at the end of the period. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The trustees have established a reserves policy to ensure the charity can continue its activities and meet financial obligations if income temporarily decreases. Reserves are held to cover essential running costs, allow for unexpected expenses, and ensure the charity can continue delivering its services without disruption. |
| Amount of reserves held | Para 1.22 | £1200 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The trustees have reviewed the charity’s financial position and believe that it remains a going concern. There are no material uncertainties regarding the charity’s ability to continue operating for the foreseeable future. |
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 |
The charity’s income is derived from grants, donations and community funding. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| 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 | 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 | (1) Apart from the frst charity trustees, every trustee must be appointed for a term of 3 years by a resolution passed at a properly convened meeting of the charity trustees. (2) In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the efective administration of the CIO. |
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
Live Well Community Group
| Other name the charity uses | |
|---|---|
| Registered charity number | 1191387 |
| Charity’s principal address | 10 choir Street, Salford, M7 1ZD |
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) |
|---|---|---|---|---|
| Jade Worthington | 2020 | |||
| Samantha Robertson |
2020 | |||
| JONATHAN CAINE |
2020 | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
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 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)
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
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) S Sellars Full name(s) Sabrina Sellars
Position (eg Secretary, Office Manager (Volunteer) Chair, etc)
Date
01.04.2023
Section A Receipts and payments
A1 Receipts Memberships
Sub total(Gross income for AR)
A2 Asset and investment sales, (see table).
Sub total
Total receipts
A3 Payments
Light and Heating Telephone/Internet
Sub total
A4 Asset and investment purchases, (see table)
Sub total
Total payments
Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end
Section B Statement of assets and liabilities at the end of the period
Page 1
Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B4 Assets retained for the charity’s own use
B5 Liabilities
Signed by one or two trustees on behalf of all the trustees
Page 2
Charity Name
| Receipts and payments accounts | ||
|---|---|---|
| For the period from | Period start date | |
| 01/04/22 | ||
| Unrestricted funds | Restricted funds | |
| to the nearest £ | to the nearest £ | |
| 4800 | - | |
| - | ||
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| 4800 | - | |
| - | - | |
| - | - | |
| - | - | |
| 4800 | - | |
| - | ||
| 3000 | - | |
| 600 | - | |
| - | ||
| - | ||
| - | ||
| - | ||
| - | - | |
| - | - | |
| 3600 | - | |
| - | - | |
| - | - | |
| - | - | |
| 3600 | - | |
| 1200 | - | |
| - | - | |
| - | - | |
| 1200 | - |
Page 3
Details
Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Computers Fitness Equipment Furniture Details Signature S Robertson Dr B Farooq
Page 4
No (if any)
| To | Period end date | ||
|---|---|---|---|
| 31/03/2023 | |||
| Endowment funds | Total funds | ||
| to the nearest £ | to the nearest £ | ||
| - | 4800 | ||
| - | - | ||
| - | - | ||
| - | - | ||
| - | - | ||
| - | - | ||
| - | - | ||
| - | - | ||
| - | 4800 | ||
| - | - | ||
| - | - | ||
| - | - | ||
| - | 4800 | ||
| - | - | ||
| - | 3000 | ||
| - | 600 | ||
| - | - | ||
| - | |||
| - | |||
| - | - | ||
| - | - | ||
| - | - | ||
| - | 3600 | ||
| - | - | ||
| - | - | ||
| - | - | ||
| - | 3600 | ||
| - | 1200 | ||
| - | - | ||
| - | - | ||
| - | 1200 |
Page 5
| Unrestricted funds | Restricted funds |
|---|---|
| to nearest £ | to nearest £ |
| - | |
| - | - |
| - | - |
| - | - |
| Agreement Error | OK |
| Unrestricted funds | Restricted funds |
| to nearest £ | to nearest £ |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| Fund to which asset belongs | Cost (optional) |
| - | |
| - | |
| - | |
| - | |
| - | |
| Fund to which asset belongs | Cost (optional) |
| - | |
| - | |
| - | |
| - | |
| - | |
| - | |
| - | |
| - | |
| - | |
| Fund to which liability relates | Amount due (optional) |
| - | |
| - | |
| - | |
| - | |
| - | |
| Print Name | |
| SAMANTHA ROBERTSON | |
| DR BABAR FAROOQ |
Page 6
CC16a
Last year to the nearest £
Page 7
Endowment funds to nearest £ - - - - OK Endowment funds to nearest £ - - - - - -
Current value (optional)
Current value (optional)
When due (optional)
Date of approval
01/04/23 01/04/23
Page 8