Section C: Notes to the accounts Trustees’ annual report for the period
Period start date 0 1 0 4 2 3 Period end date 3 1 0 3 2 4 Charity name A2B Origin Education Charity No 1 1 9 6 4 4 0 (if any)
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The charity’s objects (The Objects) are to advance education through the development of useful knowledge and skills particular of residents in the city region of Liverpool. |
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
One-on-one and group tutoring sessions for individuals needing additional support. A variety of courses for which tuition fees were charged, helping to generate income that was reinvested into educational programs and operational costs. |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft |
Para 1.18 | The Trustees of A2B Origin Education confirm that they have had regard to the guidance issued by 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 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers | Para 1.38 | |
| Other |
Charity Accounts templates – Trustees’ annual report for the period
October 2016
2 of 8
Achievements and Performance
| SORP reference |
||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its benefciaries and any wider benefts to society as a whole. |
Para 1.20 | During the period from 1st April 2023 to 31st March 2024, A2B Origin Education supported over 250 individuals in Liverpool through numeracy and literacy classes, vocational training, and career guidance. Participants showed improved skills, confidence, and employability, helping to reduce educational inequalities and support local economic growth. Community-focused initiatives promoted social inclusion, while successful fundraising efforts ensured program sustainability and underscored A2B Origin Education’s commitment to delivering accessible education for the public good. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| 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 |
3 of 8
Financial Review
| SORP reference |
||
|---|---|---|
| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | As of March 31, 2024, A2B Origin Education is in a stable financial position. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | ~~A2B Origin Education holds reserves to~~ ensure financial stability, cover unforeseen expenses, and sustain operations during funding gaps. |
| Amount of reserves held | Para 1.22 | As of March 31, 2024, A2B Origin Education holds reserves totaling £3,844.31. |
| Reasons for holding zero reserves | Para 1.22 | |
| Details of fund materially in defcit | Para 1.24 | No funds are materially in deficit as of March 31, 2024. |
| Explanation of any uncertainties about the charity continuing as a goingconcern |
Para 1.23 | There are no significant uncertainties about A2B Origin Education continuing as a going concern. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| 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 |
4 of 8
Structure, Governance and Management
| Description of charity’s trusts: | SORP reference |
|
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | Constitution of A2B ORIGIN EDUCATION |
| How is the charity constituted? (e.gunincorporated 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 | Election to post |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| 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 charityworks |
Para 1.51 | |
| Relationship with any related parties | Para 1.51 | |
| Other |
Charity Accounts templates – Trustees’ annual report for the period
October 2016
5 of 8
Reference and Administrative details
| Charity name | A2B Origin Education |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1196440 |
| Charity’s principal address | 276 Picton Road，Liverpool，L15 4LP |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|
| Sheila Rand | 01/07/2023 | ||
| Juan Huang | 01/11/2021 | ||
| Li Wang | 05/11/2021 | ||
| Helena Kathryn Yate | s | 20/02/2023 | |
| Colette Bialkowska | 15/11/2024 | ||
6 of 8
Reference and Administrative details (cont)
Corporate trustees – names of the directors at the date the report was approved
| 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 |
|
7 of 8
Funds held as custodian trustees on behalf of others
Description of the assets held in this There are no funds held in this capacity. 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 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
8 of 8
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s)
Position (eg Secretary, Chair, etc)
Date
A2B Origin Education
Annual Accounts
Period: April 1, 2023 - March 31, 2024
Balance Sheet
Opening Fund Balance: £6,050.76
Closing Fund Balance: £3,844.31
Total Liabilities and Fund Balance: £3,844.31
Income Statement
Income:
Donation Income: £31,120.00
Government Grants: £4,802.16
Activity Income: £100,904.30
Notes: online transaction(tuition income) ， tuition fees (FP income)
Other Income: £13.53
Notes: Interest
Total Income: £136,840.00
Expenditure:
Project Management Fees: £0.00
Administrative Expenses: £124,032.35
Notes: Office leasing, employee compensation, daily operations, travel reimbursement, etc.
Fundraising Expenses: £0.00
Other Fees: £8,154.02
Notes: Alex V-Wang refund, POS PAYBYPHONE, POS WPS OFFICE,online shopping, brought forward online transfer, bank deductions
Total Expenditure: £139,046.45
Net Surplus:
Total Income: £136,840.00
Total Expenditure: £139,046.45
Net Surplus: -£2,206.45
Financial Report Summary
This financial report summarizes the income and expenditure - for A2B Origin Education for the period from April 1, 2023 March 31, 2024.
The charity began with an opening fund balance of £6,050.76 Over the period, it generated a total income of £136,840.00 which included £31,120.00 from donations, £4,802.16 from
government grants. And £100,904.30 from charitable activity Income primarily from tuition fees. £13.53 from other income sources such as interest.
Total expenditures amounted to £139,046.45, which were primarily administrative expenses including office leasing, employee compensation, daily operations, and travel reimbursements. Additional other fees amounted to £8,154.02 covering various minor expenses and refunds.
This resulted in a net surplus of -£2,206.45, leading to a closing fund balance of £3,844.31. The total liabilities and fund balance for the period is also £3,844.31, indicating a balanced financial position for the organization at the end of the reporting period.
CHARITY COMMISSION FOR ENGIAND AND WALES Independent examiner's report on the accounts Roport to th• tnmtees A2B Ckny'n Educ8tK)n On accounts for th• y•ar 31", Marth 2024 Charty no (If any) 1196440 S•t on p•9 I rep(xt to the truslees on my examination of Ihe ac(x)unts of the atKNe chafity fft Tntsf) for the year eTrJed 31103r2024. Responslblllues and basis As Ihe chantys trustees. you are ressIble for the pr8paratk)n of t aLwunts in 4%)rd with the wtsirements of the Charitiès Act 2011 (Ihe I repcyt in resFécI of my examnalK)n of the Trust's accounts carried urnjer sedion 145 of the 2011 Act and in ¢aY7ng out my examination, I have folltrwed all the applicable Directv)ns given by the Charity Commi88M)n uThJer sedion 145(SXb) of the Act. Independent examlnerfs I have •ed my examinat. l ujnffim that no material matters have statement C to my attentKin in conne(Xion with the examination which gives me cause to telieve that in, any malerial resFect.' the accn.ng rec£>rds were nol kepl in ac(x)rdanc8 wilh sedion 130 crf the Charities Act. or the aco)unts dKI not arLord wrth the aCUnting rerds. ( the accounts d#1 1 comply wrth the applicable requirements conceming thé fonn and content of xcounts set out in the Charilies (Accounts and Rewrts) RegulatK>ns 2008 other than any requirerywrt that the accounts give a 'true and fair. v*w whth is not a matter CnSKIe1ed as part ol an irKlepeThJent examinatM)n. wrth the examination to vthich attenlK>n shoukl be drawn in this rep(xt in order lo enabk a proper underslaThYing of the aLwunts to be lehed. . Please ¢knte wvrds in the bkets rfttsy apply. D•t•: Rolovant prof•s•lonal quaiifK•tlOs> or body Ilf any): IER Oct 2018
Glvo her• brl•f detall• ol any ltsms that th• •xarnln•r W1•h to dl•cloM. IER (kt 2018