2023-03-31-accounts - Hesketh Bank And Tarleton Helpers

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 7/12/2021 Period start date To 31/3/2023 Period end date

Charity name: Hesketh Bank and Tarleton Helpers

Charity registration number: 1196962

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	1. Prevention or relief of poverty, especially food poverty, in the area of benefit. 2. Advancing the education of the public including with regard to horticulture and the environment 3. Promoting facilities for recreation and leisure in the interests of social welfare in order to improve residents’ lives 4. Advancing such other charitable purposes as the Trustees see fit
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	1. Tackling food poverty, social isolation and loneliness by operating a weekly Community Café providing a free three course meal created by volunteers using principally donated food. 2. Tackling food poverty via a small foodbank 3. Addressing loneliness and social isolation among older people with a face to face befriending service 4. Improving the lives of local residents by facilitating social gatherings such as holding a regular coffee morning at a sheltered accommodation complex 5. Advancing education and reducing loneliness and social isolation by putting on talks and activities at local venues. 6. Keeping residents informed of useful services, local news and forthcoming events and activities with a regular newsletter
Statement confirming	Para 1.18	The Trustees have had regard to the

whether the trustees have guidance issued by the Charity had regard to the guidance Commission on public benefit 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	N/A
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	The Charity consists entirely of volunteers. Apart from the Trustees themselves, the Charity has approximately 30 volunteers in connection with our Community Café, and 10 volunteers working with our Befriending Service. Without the contribution of these volunteers, the Charity would not be able to deliver its services.
Other		N/A

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 beneficiaries and any wider benefits to society as a whole.	Para 1.20	1. The Charity supports in a number of ways a local foodbank which has provided relief to local families and migrant workers who are in food poverty. 2. The Charity operates a weekly Community Café (see above). This reduces food waste and benefits the environment since the meals are manly created from donated food that would otherwise have gone to waste. 50-60 local people attend and receive a nourishing 3 course meal cooked from scratch by our volunteers. Donated food not used for the meal is taken home by attendees. The Café reduces food poverty as no charge is made for the meal or food taken away. The weekly lunch allieviates

		loneliness and social isolation, especially among older people – many attendees are aged between 75 and 95. Those without transport are often brought to the café by our volunteers. 3. Our Befriending Service has made a great difference to the lives of approximately 40 lonely or socially isolated older people. Volunteers have regular face to face contact with clients and where possible facilitate their introduction to social groups where they can make friends. 4. We also hold, or are involved in, a number of coffee mornings held at local venues (such as a sheltered accommodation complex in Tarleton) where older people can socialise. Those who are lonely or socially isolated are supported to attend by our volunteers, who often bring then to and from the venue. 5. We have held a number of educational talks on local history and other subjects, as well as musical performances and concerts. These have been well attended and much appreciated by local people. Again, people with mobility issues or who are lonely or socially isolated have been assisted to attend these events. 6. The Charity produces a Newsletter every two months which porvodes local people with helpful information and news about forthcoming events. As there is no longer a local newspaper, this is all the mor appreciated.

Additional information (optional) You may choose to include further statements where relevant about:

N/A Achievements against Para 1.41 objectives set N/A Performance of fundraising activities against objectives Para 1.41 set N/A

Investment performance Para 1.41 against objectives N/A Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The Charity ended its first financial period with no debts and almost £6000 in unrestricted funds and £643 in restricted funds.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Trustees have determined that £1000 should be held as a reserve, this being the sum calculated to operate the Community Café for 3 months should its closure become necessary.
Amount of reserves held	Para 1.22	£1000
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	Principal sources of funds have been grants, donations made by attendees at the Community Café, and other donations from individuals and a local business. We also held a fundraising sale and a fundraising concert.
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	1. Loss of, or inability to recruit, sufficient volunteers 2. Fall in donations
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution – Charitable Incorporated Organisation whose only voting members are its charity trustees
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	Trustees are recruited by advertisement followed by shortlisting of applications and interview by a panel of 3 Trustees. The panel make appropriate recommendations upon appointment to the Board. New Trustees are appointed by a resolution passed at a properly convened meeting of charity trustees
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	New Trustees undergo a comprehensive induction process overseen by the Chair, which covers information about the Charity, finance reports, duties of Trustees, policies and procedural documents, Board roles etc. They are also provided with a Trustee Manual containing copies of relevant documents including the Constitution and Charity Commission guidance.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The Charity has a Board of 6 Trustees, who oversee the work of approximately 40 volunteers. There are no paid members of staff.
Relationship with any related parties	Para 1.51	N/A
Other		N/A

Reference and Administrative details

Charity name	Hesketh Bank and Tarleton Helpers
Other name the charity uses
Registered charity number	1196962

	Charity’s principal address	The Rectory, 1, Silverdale, Hesketh Bank, Preston Lancashire PR4 6RZ

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 (ifany)
Vivien Mumford	Chair	Wholeperiod	Board of Trustees
Diane Mackley	Secretary	Wholeperiod	Board of Trustees
David Dickinson	Trustee	Wholeperiod	Board of Trustees
Stephen Kirby	Trustee	Wholeperiod	Board of Trustees
Sandra Watt	Trustee	4/1/22 to date	Board of Trustees
Steven Boyes	Vice-Chair	6/5/22 to date	Board of Trustees
GeoffreyGreen	Trustee	4/1/22 – 11/6/22	Board of Trustees
Richard Fisk	Trustee	4/1/22 – 11/6/22	Board of Trustees
Rev. Canon Mark Soady	Trustee	7/12/21 – 2/2/22	Board of Trustees

– Corporate trustees names of the directors at the date the report was approved Director name None

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year


None

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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

N/A

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) Full name(s) Position (eg Secretary, Chair, etc) Date	Vivien K. Mumford	Diane Mackley

	Vivien Kay Mumford	Diane Mackley

	Chair of Board of Trustees	Trustee
	21stJuly 2023
	21stJuly 2023

Charity Name No (if any) Hesketh Bank and Tarleton Helpers 1196962 Receipts and payments accounts CC16a

For the period Period start date Period end date To from 07/12/21 31/03/23

Section A Receipts and payments

to the nearest £ 5,784 100 - - - - - - 5,884 - - - 5,884 2,680 171 481 612 569 - 228 500 - 5,241 - - - 5,241 643 - - 643 Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 5,784 100 2,576 9,889 - - - - 18,349 - - - 18,349 2,765 367 513 1,092 5,942 89 353 583 100 11,804 - - - 11,804 6,545 - - 6,545	Last year to the nearest £
	-	5,784	-
	-	100	-
	-	2,576	-
	-	9,889	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	18,349	-

	-	-
	-	-	-
	-	-	-

	-	18,349	-

	-	2,765	-
	-	367	-
	-	513	-
	-	1,092	-
	-	5,942	-
	-	89	-
	-	353	-
	-	583	-
	-	100	-
	-	11,804	-

	-	-
	-	-
	-	-	-

	-	11,804	-

643	-	6,545	-
-	-	-	-
-	-	-	-
643	-	6,545	-

Section B Statement of assets and liabilities at the end of the period

Details Donations Grants and restricted donation Details Details Details Details Signature V. K. Mumford *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 5,902 - 643 - - 5,902 643 OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Vivien Mumford Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
		-
		-
		-
		-
		OK
		to nearest £ Endowment funds
		-
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		-
		-
		-
		-
		When due (optional)






		Date of approval
V. K. Mumford	Vivien Mumford	19thMay2023