2024-03-31-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 1/04/23 Period start date To Period end date

31/03/24

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 Cafe providing a free three course meal created by volunteers using principally donated food. 2. Tackling food poverty by supporting a small foodbank and working with a local Food Pantry. 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. Helping people living with dementia, cognitive impairment and carers by holding a weekly music, movement and social session 6. Keeping residents informed of useful services, local news and forthcoming events and activities by a regular newsletter deivered to 4,200 households in Tarleton and Hesketh Bank, and by our social media page.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity	Para 1.18	The Trustees have had regard to the guidance issued by the Charity Commission on public benefit

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	During this reporting period, the Charity has consisted entirely of volunteers. Apart from the Trustees themselves, the Charity has more than 50 volunteers working in our Community Cafe, Befriendling Service and Dementia Friendly Music, Movement and Social group. Withoit 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. We also support a local food pantry: we have sourced accommodation for it and assist with publicity and referrals. 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 either at their homes
	or at a cafe or other community
	venue. Where possible we
	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 operate a weekly Dementia-
	friendly music, movement and
	social group for people with
	cognitive impairment and their
	carers. Again, people with mobility
	issues or who are lonely or
	socially isolated have been
	assisted to attend these events.
	The sessions benefit those
	attending greatly, as excellent
	feedback shows.
6.	The Charity produces a Newsletter
	every two months which provides
	local people with helpful information
	and news about forthcoming events.
	As there is no longer a local
	newspaper, this is all the more
	appreciated.

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

Achievements against objectives set	Para 1.41	n/a
Performance of fundraising activities against objectives set	Para 1.41	n/a


Investment performance against objectives	Para 1.41	n/a
Other		n/a

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The Charity is solvent with no financial concerns
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Trustees calculate the sum required to continue operations for a period of 3 months
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	none
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	none

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	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	Donations, principally received at the Community Cafe. Grant income
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 including Trustees 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	The Board reviews the skills needed, and recruitment is by advertisement followed by a panel interview and references. In the case of a potential Trustee known to have the right skills, there may be an invitation to apply. 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 7 Trustees, who oversee the work of 50+ volunteers. There were no paid members of staff during this reporting period.
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	Whole period	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 15/03/24	Board of Trustees
Steven Boyes	Vice-Chair	Wholeperiod	Board of Trustees
Peter Halls	Trustee	15/03/24 to date	Board of Trustees
James Gerald Gallimore	Treasurer	15/03/24 to date	Board of Trustees
ChristySawyer	Trustee	15/03/24 to date	Board of Trustees

– Corporate trustees names of the directors at the date the report was approved Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
n/a

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)

n/a

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) Vivien K. Mumford Full name(s) Vivien K. Mumford Position (eg Secretary, Chair Chair, etc) Date 01/08/24

	Charity Name	Charity Name	Charity Name	No (if any)	CC16a
	For the period from	Period start date	To	Period end date

Section A Receipts and payments
A1 Receipts - - - - - - - - - - - Sub total - Total receipts - A3 Payments - - - - - - - - - Sub total - - - Sub total - Total payments - Net of receipts/(payments) - A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end - Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)		to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Last year to the nearest £
			- - - - - - - - -	-	-
				-	-
				-	-
				-	-
				-	-
				-	-
				-	-
				-	-
				-	-

			- - -	-
				-	-
				-	-

			-	-	-

			- - - - - - - - - -	-	-
				-	-
				-	-
				-	-
				-	-
				-	-
				-	-
				-	-
				-	-
				-	-

			- - -	-
				-
				-	-

			-	-	-

		-	- - - -	-	-
		-		-	-
		-		-	-
		-		-	-

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

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees	Details Details Details Details Details Signature *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ - - - - - - - - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name 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

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees

Charity Name

HESKETH BANK AND TARLETON HELPERS

On accounts for the year ended

31 March 2024

Charity no (if any)

1196962

Set out on pages

(remember to include the page numbers of additional sheets)

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 03 / 2024 .

As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed:

Date:

Oct 2018

IER

24/7/2024

Name:

Sam Hawksley

Relevant professional qualification(s) or body (if any):

N/A

Address:

14 Fermor Road, Tarleton, Lancashire, PR4 6AP

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

Oct 2018

IER