## **Chair Report to year end December 2023** Pershore Wellbeing Hub was incorporated as a charity on 31[st] December 2020. _This report covers our third year of operation, from January up to 23[rd] October 2023 when I stood down as Chair._ ## **Who are we and what charitable work do we do** : 1. A public consultation that was part of the “Town Plan” identified a need for a Health & Wellbeing Hub in Pershore. With support from local authorities, charities, individuals, and the National Lottery the Hub opened on Pershore High Street in June 2021. 2. As well as a physical space, where support and advice can be sought, we have a virtual presence via a website with a searchable directory of services associated with wellbeing, both at a local and national level. ## **2023** Following on from our previous two successful years, our third year was about transitioning from our beginnings and set up to becoming a stand-alone charitable organisation. This needed to be robust and sustainable in the post pandemic era where the people we help will be struggling with the cost-ofliving crisis and post pandemic change. ## **Notable achievements in 2023 included** : 1. Continuation of what we aim to provide to Pershore and surrounding village residents. Our data shows we consistently help over 100 people every month face-to-face (usually nearer 120 people), as well as many more on-line (Unique visitors 1,6002,000 and Page Views 8,500-10,500). Our data collection has provided good evidence of how our activity takes the strain away 01386 555018 No.4, High Street, Pershore, WR10 1BG info@pershorewellbeinghub.co.uk www.pershorewellbeinghub.co.uk from other stretched resources, such as the NHS and local councils. 2. Transitioning from two individuals who set up and led the first two years of operating from our High Street premises meant we needed to recruit an Operation Manager and an Administrator. Funding for 12 months was secured from Wychavon District Council. Two current volunteers started in these roles on the 1[st ] of April. They moved forward quite rapidly in setting up groups of volunteers who have similar interests and skills to provide adequate support and enhance the Hub’s overall sustainability and development. Notable achievements of these groups include: - Training and Development Group. A comprehensive Induction Workbook for Volunteers has been developed and trialled successfully to support new volunteers to better understand the Hub’s volunteering role and responsibilities. Training has been changed from “in-house” to external organisations such as First Aid, Fire Training, Induction Training, Mental Health First Aid, Domestic Abuse, Suicide prevention, Resilience and Keeping yourself Safe. This training has been shared with other local organisations therefore enabling collaborative learning, relationship building and networking with other stakeholders. - Funding and Finance Group. One arm of this has instigated help from an outside consultant to help with bid writing and finding sources of revenue to apply for. Another arm has been actively doing local fund-raising events which as well as raising money has increased awareness of what we do to the public. These secured funds will allow us to continue well into 2024. - Mental Health Peer Support Project Group in Partnership with MIND. The Interest Group has undergone specialist training under the umbrella of MIND to provide support and quality assurance to the volunteers and the group will be starting in January 2024. I have no doubt this will be an 01386 555018 No.4, High Street, Pershore, WR10 1BG info@pershorewellbeinghub.co.uk www.pershorewellbeinghub.co.uk invaluable service to our community with primary care mental health services being so stretched and underfunded. - Communications Team. A monthly Hub Volunteer e- newsletter has been produced and has been very well received. This team have also written awareness raising articles for the Pershore Times, Pershore Town Council and other local publications. 3. Feedback from Hub visitors remains 100% positive. ## **The year has seen some challenges** : - IT has always been a challenge for us as we have not had a “go to” IT specialist volunteer. However, we have managed due to some volunteers training up to run for instance the electronic volunteer shift rota and our volunteer applications paperwork is now able to be kept electronically secure. Areas that could be improved would be management and updating of the website and using social media to market the Hub which would reach the younger generations in particular. - Increased workload for volunteers. This includes helping to complete Attendance Allowance Forms and completing Food Bank Vouchers. However, this has been seen positively by our volunteers by organising the completion of Attendance Allowance forms at a quiet time when we are closed and the increase in Food Bank Voucher requests means they are seeing a lot more younger people so being able to make them aware of what we do. The numbers of volunteers has remained stable so although some have left us we have had enough new recruits meaning there are enough to cover the shifts when we are open. We have had some changes to the **Board of Trustees** with the secretarial position and my Chair role relinquishing. Again, it has been challenging finding replacements but there has always been a chair and secretary for the meetings. We have also had two new Trustees join us, one a current volunteer and the 01386 555018 No.4, High Street, Pershore, WR10 1BG info@pershorewellbeinghub.co.uk www.pershorewellbeinghub.co.uk other a local district and county councillor. We continue to have a Town Council representative on our board. In addition, we have received support from **Wychavon District Council** who have involved us in district-wide collaborative meetings. This has meant we are learning with and from other similar organisations as well as benefiting from some funding. **In summary** , as chair during this period, I am pleased to see how successful the transition in the management team has worked. I feel this has taken the Hub forward on a firm footing showing resilience and good organisation. The Hub has continued to deliver on its core service whilst becoming more robust and secure. I wish them every success in the coming years. ## **Gill Perks Chair of Pershore Wellbeing Hub** 01386 555018 No.4, High Street, Pershore, WR10 1BG info@pershorewellbeinghub.co.uk www.pershorewellbeinghub.co.uk ## **PERSHORE WELLBEING HUB STATEMENT OF FINANCIAL AFFAIRS** **AS AT 31 DECEMBER 2023 Registered Charity 1192944** |**Opening bank balance 1 January 2023**
**Notes**
**Income**
Grants
1
Donations
Fundraising
**Expenditure**
Running costs
2
**Closing bank balance 31 December 2023**|**2023**|**2022**
**£**
**Totals**
16,210
21,781
36,000
16,120
5,598
3,411
2,147
-
59,955
41,312
27,742
25,102
32,213
16,210| |---|---|---| ||**£**
**£**
**Restricted**
**Unrestricted**
5,000
11,210
25,000
11,000
-
5,598
-
2,147
30,000
29,955
17,035
10,707
12,965
19,248|| **The Trustees of Pershore Wellbeing Hub are very grateful for the support of grant funders** ## **The Abbotswood Fund** **----- Start of picture text -----**
The Rotary Club of Pershore Pershore
Town Council
**----- End of picture text -----**
**And to all volunteers and to those organisations and individuals who have made donations** ## **NOTES TO THE STATEMENT OF FINANCIAL AFFAIRS AT 31 DECEMBER 2023** ## **Note Income** - 1 Grants, Fundraising and Donations |Wychavon DC
*
National Lottery Community Fund
Pershore Town Council
Fundraising
I-Sing Choirs
Rough Diamonds
Various other donations (43)
2
**Expenditure**
Rent
*
Operations Manager activity
*
Electricity/water
Cleaning
Office supplies/repairs/equipment
Directory update
Annual subscriptions/renewals
Telephone/broadband
Insurances
New computer
Volunteer training
Website updates|25,000
10,000
1,000
2,147
1,777
448
3,373
43,745

10,000

7,035
2,490
1,841
1,398
1,260
1,223
625
504
500
466
400
27,742| |---|---| * = restricted funds ||**PERSHORE WELLBEING HUB**|**PERSHORE WELLBEING HUB**|**PERSHORE WELLBEING HUB**|**PERSHORE WELLBEING HUB**|**1192944**|**1192944**|**1192944**|**1192944**| |---|---|---|---|---|---|---|---|---| ||**For the period**
**from**|01/01/2023||**To**||31/12/2023||| |||||||||| |**Section A Receipts and payments**||||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**25,000**
**10,000**
**2,147**
**1,000**
**-**
**5,598**
**43,745**
**-**
**-**
**-**
**43,745**
**10,000**
**7,035**
**2,490**
**1,841**
**1,398**
**1,260**
**1,223**
**2,495**
**27,742**
**-**
**-**
**-**
**27,742**
**16,003**
**-**
**16,210**
**32,213**|**Restricted**
**funds**
**to the nearest £**||**Endowment**
**funds**
**to the nearest £**||**Total funds**
**to the nearest £**||| |Wychavon District Council|**25,000**|**-**||**-**||**25,000**||**16,120**| |LotteryFunding|**10,000**|**-**||**-**||**10,000**||**-**| |Fundraising|**2,147**|**-**||**-**||**2,147**||**-**| |Persbhore Town Council|**1,000**|**-**||**-**||**1,000**||**-**| |RotaryClub|**-**|**-**||**-**||**-**||**720**| |Other|**5,598**|**-**||**-**||**5,598**||**2,691**| |**_Sub total_**_(Gross income for_
_AR)_|**43,745**|**-**||**-**||**43,745**||**19,531**| |||||||||| |**A2 Asset and investment sales,**
**(see table).**||||||||| ||**-**|||||||| ||**-**|||||||| |**_Sub total_**|**-**|||||||| |**_Total receipts_**
**A3 Payments**||||||||| |Rent|**10,000**|||||||| |Operations Manager|**7,035**|||||||| |Electricity|**2,490**|||||||| |Cleaning|**1,841**|||||||| |Office supplies,etc|**1,398**|||||||| |Directoryupdate|**1,260**|||||||| |Annual subs/renewals|**1,223**|||||||| |Items under £1000|**2,495**|||||||| |**_Sub total_ **|**27,742**|||||||| |||||||||| |**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_**||||||||| ||**16,003**|**-**||||||| ||**-**|**-**||||||| ||**16,210**|**-**||||||| ||**32,213**|**-**||||||| CCXX R1 accounts (SS) 30/04/2024 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**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
_Derrick Watt_
**Details**
Bank current account
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**32,213**
**-**
**-**
**-**
**-**
**-**
**32,213**
**-**
OK
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
Derrick Watt|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||_Derrick Watt_|Derrick Watt|29-Apr-24| ||||| CCXX R2 accounts (SS) 30/04/2024 2 Independent examiner's report on the accounts Sectlon A Independent Examln•r'8 Rttport R•port to tho tru•t8•81 m•mb•r• ol PERSHORE VVELLBEING HU8 On iecount• lor th• y•ar •nd•d 31 Dacember 2023 Charlty no 1 1192944 lit •nyl 891 out on Ro8P8Ctlv• Th8 ¢h8rily'$ tru$iee8 are rasponsibl• lor the prep8ralion of thè ac¢ounls. ro¥pon8lbllltl•• ol The ¢h8rily's Iru8lees con8id8r thal an audrt Is nol reQ￿Ired for thi8 y•af trust068 and •*¥mln•r under section 144 01 the Ch8riliÈs Act 2011 (the cha￿t￿ Adl and that Ari Independenl oxam1rbaiion is needed 1118 my rÈspon$iblllty lo". examine the accounts under seclbn 145 of the charl￿68 Acl. lo lollow ihe piocedures laid d¢)wn In Ihe generBI Direclion5 given by Ihe ch@￿tY Cornmission lundor 88Ction 1451Sllbl ol the Ch8ntles kt. 8nLI ID slJl8 whether particular matt8r6 haye Mme 10 my Bilenlion 8a91$ ol Ind¢pond?nt My examln8tJon was ￿mell oul In accordance wilh general DIre£t￿n3 g￿n •xamln•r'# *t•tornent by the Charity Comrnbsion. An exominalion In¢lude8 8 reviow ol the ccountlng records kepl by the charity and o comp8rison of the 8ccounl8 presented with those rocord$. It also Includes c￿$1¢1eraI10n of any ￿nusUal Il¢m8 or dis¢bstsre8 In th• acLoun18, and seeking explan81ion¥ from I tnJ$lees coneerning any such mallers. The proc•dures undertaken do nol prov￿8 all the evidence that Wo￿ld be reqLiired in tsn audrt, and e¢ns•quently no opinion 18 gi¥8n 88 lo whelher the 8ttoun18 prosoni a'ln* ond 18lr' view 8nd Ihe roport15 Ilrn*led lo those matter$ 8el otst In Ihe si8temenl belcw. Indepèndont In connedion wllh my •xamln#iion. no matter has come to nry atlentbn examlnorf$ statement lolher than Ihal disck)sed below'l 1. which gives rne reasona￿e c8U88 lo t¢ligve that In. any ma*rl81 WE￿t. thè requlremenls to keep acrA)unling reujrtls In 8ctsydanet with section 130 of Ihg Ch8rilie$ A¢i.' and lo pfep8Fe accounls which accord wilh the a¢wunling record6 and compty wilh the accounllng requirements of ltte CharltN8s Aol have ntsi boen rmt., or 2. lo whKh, in my oplnion. attenlbn should be drawn In cKder lo en8b18 propèr undersl&nding of the accounts to be re8th8d. ' FYe8$8 dolet& wcwd8 in Ihe brnck•ts 111￿Y do nol 8pK4y Slgngd: Ib N•m•: CarDI Draper CCXX R3 accounts ISSI 3010412024 R•l8vant prolos•lona qvallfftcotlonl81 or body Ilf any): FCCA Addr•8•: 40 HSgh sireet Pershore wor¢esIersh￿ WR10 7DP Disclo8iirts Only ctsmplele Il Ilie ¢xaYiiii£tr 116e(Js lu liighliglii lila￿1￿￿1 prubk%ln6. CCXX R4 accounts ISSI 3010412024