## **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
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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 I￿1 depende-: FOR ENGLAND AND WAIE) examine-i's report on the accounts Report to the trusteesl members of ! Bowlee Com.muYity 0￿￿an10a+".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 ac￿0 n*s Ccirrred out j￿￿e-. 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 ac￿oun(s did not a-cord with the accounting ￿cOrdS,. or t￿le 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 thy￿e,.￿ 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 ?0￿lIF•r￿￿￿avt$1IU Ill_ CHARITY COMMISSION indeDQ.ntseni exarr,inei'S report on the FOR ENGLAND AND bVALE< ouiits Indei)endent. Report to the trilsteesl members of BoK'lee Community Or¢a-: On accounts for the year 31 July 2023 ended Ch•rity no11195328 f any) Set out on pagos 1 arid 2 I repjrt - [r￿¥￿ee$ -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:"i*ies Act 2Q", -,ie T.-' s-. riave roliov¥ed a,.: Pli￿a￿,,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 ￿Or￿firM 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 E*1 respecT' the accoun.'4ing rÉa- V￿G[d8 were noL kept in accordancr Wi'.1 seci..¢i.. Lne IGf.'i.¢S .4ry' tle ac￿oU-,-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.