Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year 31 01 2022 To 31 05 2023
From
Section A Reference and administration details
Charity name GM2LF Charity
Other names charity is known by
Registered charity number (if any) 1197729
Charity's principal address Lion Farm Action Centre Shelsey Avenue Oldbury Postcode B69 1BG
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) |
|
|---|---|---|---|---|---|
| TracyMarie Lowe | Chair | ||||
| Donnette RosemaryJones |
|||||
| Debbie Cheshire | Secretary | ||||
| Jennifer Louise Jones |
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| Victoria Jones | 31/1/2022 – 23/9/2022 | ||||
| Father Martin Ennis |
31/1/2022 – 15/3/2023 | ||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | |||||
| Name | Dates acted if not for whole year | ||||
TAR 31.1.2022 – 31.5.2023
1
Names and addresses of advisers (Optional information)
Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Constitution adopted 4[th] August 2021 Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Elected from membership Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
There is a range of policies and procedures in place including conflicts of interest, induction, membership, adult safeguarding, children’s safeguarding and roles descriptions.
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
TAR 31.1.2022 – 31.5.2023
2
Summary of the objects of the charity set out in its governing document
To develop the capacity and skills of the members of the socially and economically disadvantaged community of Grace Mary to Lion Farm and the surrounding area in such a way that they are better able to identify, and help meet their needs and to participate more fully in society.
As a newly registered charity in this period, we have not undertaken any activities and thus our accounts illustrate this. We experienced unforeseen delays in opening a bank account.
In the next period we plan to look at activities which will benefit our communities’ developing skills, confidence and providing new and Summary of the main exciting opportunities. activities undertaken for the public benefit in relation to In planning our activities for the year, we will ensure the Charity these objects (include within Commissions guidance on public benefit remains at the forefront of our this section the statutory minds and always discussed at trustee meetings. declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Nd Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
TAR 31.1.2022 – 31.5.2023
3
Section D Achievements and performance
As mentioned above no activities have been undertaken in the period. Summary of the main achievements of the charity during the year
Section E Financial review
We are in the process of developing our reserves policy.
Brief statement of the charity’s policy on reserves
Details of any funds materially in deficit
N/A
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
TAR 31.1.2022 – 31.5.2023
4
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 |
Tracy Lowe | Jennifer Jones |
|---|---|---|
| Tracy Marie Lowe | Jennifer Louise Jones | |
| Chair | Treasurer | |
| 28/2/2024 |
There has been no activity undertaken in this period and therefore the receipts and payments accounts are nil. As illustrated.
TAR 31.1.2022 – 31.5.2023
5
| GM2LF Charity |
GM2LF Charity |
GM2LF Charity |
No (if any) | |
|---|---|---|---|---|
| For the period from |
Period start date 1/31/2022 |
To | Period end date 5/31/2023 |
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts - - - - - - - - Nil - - Sub total - Total receipts Nil A3 Payments - - - - - - - - - Sub total Nil - - Sub total - Total payments Nil Net of receipts/(payments) Nil A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end Nil 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 £ - - - - - - - - Nil - - - Nil - - - - - - - - - Nil - - - Nil Nil - - Nil Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ - - - - - - - - Nil - - - Nil - - - - - - - - - Nil - - - Nil Nil - - Nil |
Last year to the nearest £ |
| - - - - - - - - Nil |
- | - | ||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| Nil | Nil | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| Nil | Nil | Nil | ||
| - - - - - - - - - Nil |
- | - | ||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| Nil | Nil | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| Nil | Nil | Nil | ||
| Nil | Nil - - Nil |
Nil | Nil | |
| - | - | - | ||
| - | - | - | ||
| Nil | Nil | Nil |
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 Tracy Lowe Jennifer Jones Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - Nil Nil #VALUE! #VALUE! to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name TracyLowe Jennifer Jones 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 |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| Nil | |||
| #VALUE! | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| Tracy Lowe | TracyLowe | 2/28/2024 | |
| Jennifer Jones | Jennifer Jones | 2/28/2024 |