Trustees’ Annual Report for the period
Sept 2023 – Aug 2024
Charity name: Animo Trust Charity
Charity registration number: 1195987
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education and development of children and young people with a learning disability in South Yorkshire through the provision of information, activities and services outside of the school curriculum; and such other purposes which may be charitable according to the law of England and Wales. |
| 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 |
No activities taken place due to Animo Trust infancy and setting up of Trust. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All trustees have received guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
Achievements and Performance
SORP reference The Charity is in its infancy and as yet no activities have taken place therefore no achievements to report. Summary of the main Para 1.20 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.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | £474.50 income of designated funds |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | No reserves |
| Amount of reserves held | Para 1.22 | 0 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | Appointment of Charity Trustees (a) New charity trustees are appointed by a resolution passed at a properly convened meeting of the Charity Trustees. (b) In addition to the Charity Trustees appointed by clause 9.5(a), Nexus shall have the power, exercisable by notice in writing to the CIO to appoint one Nexus Trustee every year, or to fill any vacancy resulting from the retirement of a Nexus Trustee. The person appointed need not be a member of Nexus. (c) Each appointment must be for a term of three years. (d) In selecting individuals for appointment as Charity Trustees, Nexus or the Charity Trustees (as the case may be) must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. (e) Each appointment will be effective from the later of: (i) the date of the vacancy; and (ii) the date of the appointment |
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 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 |
Other
Reference and Administrative details
| Charity name | Animo Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1195987 |
| Charity’s principal address | Animo Trust c/o Nexus MAT Temple Road Rotherham S60 1FG |
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) |
|---|---|---|---|---|
| Jessica McCardle | 1year | |||
| Maria Simpson | 2years | |||
| Warren Carratt | 3years | |||
| Joel Hardwick | 3years | |||
| Clair Pyper | 3years | 1stJune 22 – 4thJuly22 | ||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets n/a held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
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 trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) A J Hobson Full name(s) Amanda Hobson Position (eg Secretary, Volunteer Chair, etc) Date 25/06/2024
| Animo Trust | 1195987 | |||
|---|---|---|---|---|
| Receipts and payments accounts | CC16a | |||
| For the period from |
01/08/2023 | To | 31/08/2024 |
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Restricted funds to the nearest £ 474 - - - - - - - 474 - - - 474 - - - - - - - - - - - - - - 474 - - 474 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 474 - - - - - - - 474 - - - 474 - - - - - - - - - - - - - - 474 |
Last year to the nearest £ |
|
| Donation | - | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
- | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | - | - | ||||
| 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 |
||||||
| - | ||||||
| - | 474 | - | 474 |
- | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | 474 | - | 474 | - |
CCXX R1 accounts (SS)
24/06/2025
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | 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 |
J Hardwick Signature W Carratt Details Details Donation Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ - 474 - - - - - 474 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 Warren Carratt Joel Hardwick |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| W Carratt | Warren Carratt | 14/04/2025 | |
| J Hardwick | Joel Hardwick | 14/04/2025 |
CCXX R2 accounts (SS)
24/06/2025
2