## **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** |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)**| |---|---|---|---|---| ||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**
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**Unrestricted**
**funds**
**to the nearest £**
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**(see table).**
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**purchases, (see table)**||**to the nearest £**
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**-**|**-**|**-**| |||**-**||**-**|**-**| |||**-**||**-**|**-**| |||**-**||**-**|**-**| ## **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**
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Signature
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(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
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**asset belongs**
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**asset belongs**
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**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
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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:** 1 **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** . 2 **Oct 2018** **IER**