## **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 £3600. Income during the
year was £7920, mainly from grants and
fundraising]. Expenditure totalled £4320
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|£3200|
|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||
||||||
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## – 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)**
**Full name(s)**
**Position (eg Secretary, Chair, etc)**
**Date**
Section A Receipts and payments
A1 Receipts Memberships Boxing Sessions
Sub total(Gross income for AR)
A2 Asset and investment sales, (see table).
Sub total
Total receipts
A3 Payments
Light and Heating Telephone/Internet Coach
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|
|||01/04/24|
|Unrestricted funds||Restricted funds|
|to the nearest £||to the nearest £|
||4800|-|
||3120|-|
|-||-|
|-||-|
|-||-|
|-||-|
|-||-|
|-||-|
||7920|-|
|-||-|
|-||-|
|-||-|
||7920|-|
|||-|
||3000|-|
||600|-|
||720|-|
|||-|
|||-|
|||-|
|-||-|
|-||-|
||4320|-|
|-||-|
|-||-|
|-||-|
||4320|-|
||3600|-|
|-||-|
|-||-|
||3600|-|
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 J Worthington
Page 4
No (if any)
|To|Period end date|||
|---|---|---|---|
||31/03/2025|||
|Endowment funds||Total funds||
|to the nearest £||to the nearest £||
|-|||4800|
|-|||3120|
|-||-||
|-||-||
|-||-||
|-||-||
|-||-||
|-||-||
|-|||7920|
|-||-||
|-||-||
|-||-||
|-|||7920|
|-||-||
|-|||3000|
|-|||600|
|-|||720|
|-||||
|-||||
|-||-||
|-||-||
|-||-||
|-|||4320|
|-||-||
|-||-||
|-||-||
|-|||4320|
|-|||3600|
|-||-||
|-||-||
|-|||3600|
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||
|JADE WORTHINGTON||
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
01/04/25 01/04/25
Page 8