## **Annual Report** ## **Level Up** ## **For the year ended 1 April 2023** ## **Trustees:** Rebecca Taylor Lee Dart Clare Robinson Hilary Gardner (resigned 18 January 2023) ## **Registered address:** 12 Newby Stables Newby Hall Ripon HG4 5AE ## **Bank:** National Westminster Bank plc 250 Bishopsgate London EC2M 4AA ## **Objectives and activities** The Charity was incorporated for the public benefit to relieve the needs of disabled children and young people who are unable to afford therapeutic rehabilitation by provision of:- 1. Assistive technologies and training to relevant stakeholders, where it is likely that the provision of assistive technology will benefit the individual’s life in either communication, education or management of daily living tasks and leisure activities; and 2. To improve access to education and outcomes for learning, at any education or training provider the Charity deems would benefit from intervention, by providing and assisting in the provision of assistive technologies not provided by the local education authority through assessment, supply of equipment and training. ## **Achievements and performance** This year the Charity did not have the resources to seek sources of funding to provide assistive technology services and training for some disabled children and young people on a pilot basis. ## **Financial review** The charity did not trade during the year and carries forward the surplus generated in 2022 of £1,625 to be used for services in future periods. The Charity aims to retain reserves in the range of £10,000-20,000 for use in future periods. ## **Structure, Governance & management** The charity is incorporated as a charitable incorporated organisation based on the Foundation Model constitution. Trustees are selected based on the skills they are able to bring to the Charity and their commitment to the Charity’s objectives. No remuneration is paid to trustees. The Charity has a service level agreement with a related party, Access Technology North Limited, which provides equipment, services and training to the beneficiaries of the Charity. During the year the Charity paid £nil (2022 - £2,750) to Access Technology North Limited for these services. ## **Declaration:** The trustees declare they approved the report above on 31 January 2025 Signed on behalf of the trustees:- Rebecca Taylor _**Rebecca Taylor Chair**_ ||**Level Up**|**Level Up**|**Level Up**|**1191704**|**1191704**|**1191704**|**CC16a**| |---|---|---|---|---|---|---|---| ||**For the period**
**from**|02-Apr-22|**To**||01-Apr-23||| ||||||||| |**Section A Receipts and payments**|||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**- # **
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**1,625**
**1,625**|**Restricted**
**funds**
**to the nearest £**
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**funds**
**to the nearest £**
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**-**||**Total funds**
**to the nearest £**
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**-**||**Last year**
**to the nearest £**| |Income|**-**||||||**4,375**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**-**||||||**4,375**| ||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||| ||**-**||||||| ||**-**||||||**-**| |**_Sub total_**|**-**||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||| ||||||||**4,375**| ||||||||| |Access Technology- services|**-**||||||**2,750**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_ **|**-**||||||**2,750**| ||||||||| |**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_**|||||||| ||||||||**2,750**| ||||||||| ||**-**|**-**|**-**||
**-**||**1,625**| ||**-**|**-**|**-**||**-**||**-**| ||**1,625**|**-**|**-**||**1,625**||**-**| ||**1,625**|**-**|**-**||**1,625**||**1,625**| CCXX R1 accounts (SS) 02/02/2025 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|(agree balances with receipts and payments
account(s))
**Details**
Cash at bank - Natwest
**_Total cash funds_**
**Details**
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**1,625**
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**-**
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**1,625**
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OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
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**Fund to which**
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**Fund to which**
**liability relates**
**Amount due**
**(optional)**
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Print Name|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| ||||| CCXX R2 accounts (SS) 02/02/2025 2