Trustees’ annual report (including Directors’ report) for the period
From: Period start date 01/08/2022
To: Period end date 31/07/2023
Charity name: Bowlee Community Organisation
Charity registration number: 1195328
Company number: n/A
Objectives and activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | We provide activities based on the needs of the community including. Nature, history, music and alternative activities. We have an IT community cafe |
| 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 |
Talk around the teapot Nature Warriors Food Pantry Back to Nature Growing one community Childrens summer activites Childrens Christmas activities Music and podcast studio |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | I can confirm that the trustees have read and do understand the charity commission on Public Benefit |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | yes |
| Policy on social investment including program related investment |
Para 1.38 | yes |
| Contribution made by volunteers |
Para 1.38 | The volunteer recruitment has grown and we now have 14 volunteers who have all been DBS checked and had training on what ever their job role is |
none Other
Achievements and performance
| 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 | 2 years ago we were successful in gaining funding to help us to develop the charity. This included training for all trustees and volunteers, workshops to develop our policies and procedures. Develop our managers committee and also to recruit a project development worker and a youth engagement officer. This has had a huge affect on our image in the community. We have developed a website and a music and podcast room that we have monthly chats with users of the Centre. Our monitoring and evaluation is now spot on. This also led to us gaining match funding to provide various activities to match the need of our community where we are based |
|
|---|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | We are on target to meet our objectives, especially after being able to recruit staff and engage more volunteers. We have also been able to train local people and give them volunteering opportunities that has led some of them into employment |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | We have increased our knowledge of how to write funding application and how to fund raise ourselves. This has meant that we are getting savy on applying for the funding that meets our needs |
| Investment performance against objectives |
Para 1.41 | We have lots of interest from local businesses etc. We have been able to partner up with other local organisations to develop a one community project |
| Other |
Financial review
| Financial review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | This is a lot healthier than previous years |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | At the minute we have no reserves |
| Amount of reserves held | Para 1.22 | none |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | none |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | 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 | Our funds comes from the sales from our kitchen area. Also funds we apply for through Action Together and The National Lottery |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | We are still developing this policy |
| A description of the principal risks facing the charity |
Para 1.46 | Cost of living crisis and the increase in fuel and rent costs |
| Other |
Structure, governance and management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document: | Para 1.25 | Constitution |
| for example,trust deed, memorandum and articles of association etc |
||
|---|---|---|
| How is the charity constituted? for example limited company, unincorporated association, CIO |
Para 1.25 | We are a CIC |
| 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 | We hold an AGM every 2 years and publicise this on social media |
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 |
Health and Safety First Aid Code of Conduct Complaints procedure Sageguarding |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | We have 4 Trustees Chair Secretary Treasurer and one member |
| Relationship with any related parties |
Para 1.51 | None |
| Other |
Reference and administrative details
| Charity name | Bowlee Community Organisation CIC |
|---|---|
| Other name the charity uses | BCO |
| Registered charity number | 1195328 |
| Charity’s principal address | The Pavilion Heywood old Road Middleton M24 4SD |
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) |
|---|---|---|---|---|
| Susan Smith | Chairperson | Management AGM | ||
| Kathryn Carr | Secretary | Management AGM | ||
| Robert Warrington | Treasurer | Management AGM | ||
| IvyIsherwood | Member | Management AGM | ||
– Corporate trustees names of the directors at the date the report was approved
Director name
----- Start of picture text -----
na
----- End of picture text -----
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year |
|---|---|
| Sue Smith |
Ivy Isherwood Kathryn Carr
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
none |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
none |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
NA |
Additional information (optional)
Names and addresses of advisers (optional information)
| Names and | addresses of advisers (optional information) | addresses of advisers (optional information) |
|---|---|---|
| Type of adviser |
Name Address |
|
| 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 company has taken advantage of the small companies’ exemption in preparing the report above.
The trustees declare that they have approved the trustees’ report (including directors’ report) above.
Signed on behalf of the charity’s trustees/directors
Signature(s) S Smith
Full name(s) Susan Smith
Position (for example Chair Trustee Secretary, Chair, etc)
Date
30/5/24
CHARITY (OMMISSION I1 depende-: FOR ENGLAND AND WAIE) examine-i's report on the accounts Report to the trusteesl members of ! Bowlee Com.muYity 0an10a+".On. On accounts for the year 1 31 July 2a23 ended Charity no Ilf any) I 4 195328 sgt out on pages ,: 1 and 2 I reporr.'.o:.fr,e trustees c-. m.w exariiration of the accounts of the above harity {-+,he Trust.) for tle year ended Responsibllltl88 and ba818 of report As the c;, ai¥y S &, L'S'-- S. !LI a? tesao,-,sib,'È for the preparation of the accoun.ts ip. accoraaic8 '..WjTiI Th.e .'eouirements of the Charities Act 2011 he Act'}. ,1 Fxary,'.n.g kior o, Ile T-: ust's ac0 ns Ccirrred out je-. se..i)-. -u'l e-a:-i.'Ya:ior.. nave followed ali lye appii¢ai:'e Directions given oy tn6 Cnarity Commission under section 145(?)I b) of the Act. Indapendent examlner's ststement I have completed my examination. I confirm that no material matters have come to my attenticn in. con,nett.ion wit, tie examination (other than th8t disclosed below ") which gives me cause to believe that in, any maierial respect.. the accounting records were not kept in accordance wi+h secticn 130 of tie Cnariii6S Act.. or the acoun(s did not a-cord with the accounting cOrdS,. or tle a-CL. .s dii p.at ccr,ply 'with ttrie applicable requirements C...er111nI the -a ard con•ep.t of accounts sel out in the Charities {Accoupts anc Re?or+s;. Rev¥qTjlations 2Q08 ot,er than. any rèquirement ..air view which is p,ot a rriatter rr,in¥tion. cors.'cerec es C>.1 ai ap, in.deDetyéant &X<.. I p.ave fjc wi.ry th,e ex -,4e-, 0 e-,.a- ro¢s -,e thye,. rn>raro ip -f .'fvi& i4¢nis TO _e '. G&--,eo. Signed: "ame: Ancrevi 3ea-: tr- Relevant professional AIA qualifi¢ation{s) or body i {if any): Address: 4648. L.,.. s-.reet OCT 2u18
4.16C rts) 19$ JIS ?sv 117 Tr+,. 1.9> G5-. 51JSI cci
?0lIF•ravt$1IU
Ill_
CHARITY COMMISSION indeDQ.ntseni exarr,inei'S report on the FOR ENGLAND AND bVALE< ouiits Indei)endent. Report to the trilsteesl members of BoK'lee Community Or¢a-: On accounts for the year 31 July 2023 ended Ch•rity no11195328 f any) Set out on pagos 1 arid 2 I repjrt - [r¥ee$ -1 mv fAaTI ..ir.&.Iw4 of the accounts Oi the above charity I the I rusT' I ror j:e ye2r endc&a -s1°'GS and ResFoiiS'Z.-,' basis o! reoo ns L.ie kni La.. +he nrrpai ation of ihe "cco-::=--" '"':"" "n:e .'ecu'r'. eryenis of th.e Cr:tt:"iies Act 2Q", -,ie T.-' s-. riave roliov¥ed a,.: Plia,,e Direciions given oy ine Cnarity Commission under section 145 jJ',. n) 0°: :, he Act. Independent examiner's statement I have compl¢atec m,s' examii 4aticn. l OrfirM inat Ik o rriaL2fJa:. m2.,ers n.abe corne to my ats.eriLion in. conn.ec on with tire examinaiiop. lo:i: er-yon hai disclosed below J vihicl gives me cadse ',c believe that in, ?nv Yalei E1 respecT' the accoun.'4ing rÉa- VG[d8 were noL kept in accordancr Wi'.1 seci..¢i.. Lne IGf.'i.¢S .4ry' tle acoU-,-S ttid r.- ¢o,"d w'ith ib.e accourting records., or ry.plsl Kljjiy trie aDDlica")ie requirements on.e[L IiP.- -.r:e -.o-. r aid cop,.ep,F O., aGCQb'nts sei out iri tne Clarities Rega!?tions 2QO8 o-, 4er th- any requ!reTNen ".air' vie&V wb.ick. is no+ s rrirttte", -.1 Ci tt-., '.r:drneDaen-. ex2m!D.ajiorF.. IAccou•ts &no .x=- Sigp.ed' I Dare: N'am6: AnoreiTy --. trOX--_ Relsvailt professional l AIA qualificationls) or body (if any): Address: S',ree:, Oct 2,,8
E41..';4d:'e;GP. M2P-:".ei-.e-. -.O.- >X-- Give nere orief oetails of any iterns that the examinerwishes to disclose.