OpenCharities

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2023-12-31-accounts

Namesofthe charity trustees whoma nagethecharity
Trustee name Office(ifany) Dates actedif notforwhole
vear
Nameof person (or body) entitled
toapoointtrustee lifanv)
1 Victoria Taylor YO7 2NS Whole year Victoria Taylor
2 Alexandra Lancaster YO7 2NS Wholeyear Alexandra Lancaster
Namesof thetrustees for the charity,if any, (forexample, anycustodian trustees)
Name Datesactedifnotfor wholevear
nla

Objects:Forthepublicbenefitthepromotionandprotectionofgood
mental healthofpeoplelivinginYorkshireandtheNorthEastofEngland
Summary oftheobjects ofthe
charitysetout in its
governing document
inparticular but not exclusivelythroughtheprovisionofgrantsupport to
existing charitiesandthrough theprovisionof support services.

SectionE Financialreview
Attheyear end wehadreserves of f63,655.31
Briefstatement ofthe
charity's policyon reserves We don't haveapolicyon minimum or maximumlevelswe musthold but
haveplans ondeploying the reservestoourservicelines as enquiries
and referralscomein.
Weliketo haveapositivebalance sothatwe canpayfordeposits on
eventswehaveplannedforthefuture.
Details ofanyfunds materially
indeficit
N/A
Furtherfinancialreviewdetails (Optionalinformation)
Youmay choosetoinclude
additional information, where
relevant about:
rthe charity'sprincipal
sources of funds(including
any fundraising);
broken down inouraccounts
ialyearour
principle sources offundraising are:
.AnnualBalL.î24,440
oDonationsthroughlocalfundraisingevents throughout the year:
Ê41,405
oSalesofmerchandise:Ê2,865
.howexpenditurehas
supportedthekey objectives
Our expenditure has supportedourkey objectivesofprovidingthe
support and service.
of the charity;
.investment policyand
objectives includinganY
ethical investmentpolicY
adopted.
Donationswehave made throughoutthe yearareto:
.
82,000to Menfulness whoprovidethecounsellingsupport.
.
82,430 toAl Chambers and Sarah Pymwho providecounselling
support
.Ê300 toYorkMind
.Ê3,000toRipple
.83,000 to Safeand Sound
.Ê1,500to Carecent
Other expenditure wascoststo put on events(the Ball)f19,676 and
merchandise which weeithersellto the publicfora donationordonate to
athletesorhelperswhichcostÊ7,908.
This year wehave startedtoprovide awareness boardsincommunity
venues andlocalbusinesses,thesehavecostusÊ2,565
Other expensesintheyear were €781 which wasforpostage,justgiving
and websitecosts.
Wehave agoodstructure inplaceforourgrant makingandwe arein
regulardialóguewith our servicelines socan gauge when fundingis
requiredandwe overlay thisintoour fundraising plans fortheyear.
ffi ffi CHARITY COMMISSI
FOR ENGLANDAND
CHARITY COMMISSI
FOR ENGLANDAND
CHARITY COMMISSI
FOR ENGLANDAND
CHARITY COMMISSI
FOR ENGLANDAND
Recei
and
Charlie Dallas Lancaster Foundation
Recei
and
Charlie Dallas Lancaster Foundation
accounts
1',l95207
accounts
1',l95207
GC16a
Fortheperiod
from
01t01t2023 To 31t12t2023
Unrestricted
funds
RestrictedEndowment
funds
t""J---
Totalfunds Last year
to the nearest
to the nearest€ to the nearest€ to the nearestÊ to the nearest€
Al Recei
2023 Annual Ball 24.441 24,441 nla
Merchandise Donations 2,865 2.865 nla
Fund raising events 41,506 41,506 nla
nla
Sub total (Gross incomefor
AR)
68,812 68,812
A2 Asset andinvestmentsales,
(seetable).
nla
nla
Total receípts 68,812 l-l eo,arzll-l
A3
Ball Costs 19,676 r9,676
Boards 2,565 2,565
Councillinq 3,498 3.498
Donations made 9,950 9,950
lT costs 438 438
Postaoe 127 127
Just Giving 216 216
Merchandise 7,908 7,908
Subtotal
44,379 44,379
A4 Asset andinvestment
purchases,(seetable)
Subtotal
Total payments 44,379 44,379
Netof receipts/(payments) 24,433 24,433
A5 Transfersbetween funds
A6 Gashfundslast year end 39,223 39,223
Cashfundsthis year end 63,655 63,655
Unrestricted Restricted Restricted Endowment
funds funds funds
toneareste to nearestÊ tonearest€
BlGashfunds Cash balance atyearend 63,655
Total cashfunds 63,655
(agree balanceswithreceipts and payments
account(s))
Unrestricted Restricted Endowment
funds funds funds
Ill:,1¡;;Ii:'l tonearest€ to nearestÊ tonearestÊ
82Other monetary assets nla
iir::rri!rl Fundtowhich Cost (optional) Current value
83lnvestment assets nla
Iji;'i:riitj Fund towhich Cost (optional) Current value
84Assetsretainedforthe nla
charity's ownuse
Fund towhich Amount due When due
l li.ll:i:!iì
85 Liabilities nla
Signedbyone ortwotrusteeson
behalfof allthe trustees
Signature Print Name Dateof
Victoria Taylor 3',U08t2024
Alexandra Lancaster 31t08t2024