
## **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<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|---|
|||TracyMarie Lowe|Chair|||
|||Donnette<br>RosemaryJones||||
|||Debbie Cheshire|Secretary|||
|||Jennifer Louise<br>Jones||||
|||Victoria Jones||31/1/2022 – 23/9/2022||
|||Father Martin<br>Ennis||31/1/2022 – 15/3/2023||
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|||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
|||**Name**||**Dates acted if not for whole year**||
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**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. 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- 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: 

- policy on grantmaking; 

- policy programme related investment; 

- 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); 

- how expenditure has supported the key objectives of the charity; 

- 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)** <br>**Full name(s)** <br>**Position (eg Secretary, Chair,**<br>**etc)**<br>**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**<br>|**GM2LF Charity**<br>|**GM2LF Charity**<br>|**No (if any)**|
|---|---|---|---|---|
||**For the period**<br>**from**|Period start date<br>1/31/2022|**To**|Period end date<br>5/31/2023|



## **Section A Receipts and payments** 

|**Section A Receipts and payments**|||||
|---|---|---|---|---|
|**A1 Receipts**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**-**<br>**-**<br>**_Sub total_                              -**<br>**_Total receipts_**<br>**Nil**<br>**A3 Payments**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**_Sub total_  Nil**<br>**-**<br>**-**<br>**_Sub total_                               -**<br>**_Total payments_  Nil**<br>**_Net of receipts/(payments)_  Nil**<br>**A5 Transfers between funds**<br>**-**<br>**A6 Cash funds last year end**<br>**-**<br>**_Cash funds this year end_  Nil**<br>**Unrestricted**<br>**funds**<br>**to the nearest      £**<br>**_Sub total_**_(Gross income for AR)_<br>**A2 Asset and investment sales,**<br>**(see table).**<br>**A4 Asset and investment**<br>**purchases, (see table)**|**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**Nil**<br>**-**<br>**-**<br>**Nil**<br>**Restricted**<br>**funds**|**to the nearest £**<br>**Endowment**<br>**funds**|**Total funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**Nil**<br>**-**<br>**-**<br>**Nil**|**Last year**<br>**to the nearest £**|
|||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Nil**|**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**Nil**|**Nil**|
||||||
|||**-**<br>**-**<br>**-**|**-**||
||||**-**|**-**|
||||**-**|**-**|
||||||
|||**Nil**|**Nil**|**Nil**|
||||||
|||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Nil**|**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**Nil**|**Nil**|
||||||
|||**-**<br>**-**<br>**-**|**-**||
||||**-**||
||||**-**|**-**|
||||||
|||**Nil**|**Nil**|**Nil**|
||||||
||**Nil**|**Nil**<br>**-**<br>**-**<br>**Nil**|**Nil**|**Nil**|
||**-**||**-**|**-**|
||**-**||**-**|**-**|
||**Nil**||**Nil**|**Nil**|





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

|**Categories**<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B3 Investment assets**<br>**B5 Liabilities**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>Signed by one or two trustees on<br>behalf of all the trustees|**Details**<br>**Details**<br>**Details**<br>**Details**<br>**Details**<br>Signature<br>_Tracy Lowe_<br>_Jennifer Jones_<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))|**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Nil**<br>**Nil**<br>#VALUE!<br>#VALUE!<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>TracyLowe<br>Jennifer Jones<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**|**to nearest £**<br>**Endowment**<br>**funds**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**Nil**|
||||#VALUE!|
||||**to nearest £**<br>**Endowment**<br>**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**<br>**(optional)**|
|||||
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|||||
||||Date of<br>approval|
||_Tracy Lowe_|TracyLowe|2/28/2024|
||_Jennifer Jones_|Jennifer Jones|2/28/2024|



