## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 10 03 2022 **To** 31 03 2023
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 1198182
BURY VETERANS HUB
**Charity's principal address** Unit 7, Bury Business Centre
Kay Street Bury **Postcode** BL9 6BU
## **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)**|
|---|---|---|---|---|
||Gail Slack||||
||Paul Andrews||||
||Eleanor Redfern|Secretary|||
||ShirleySimmons|Chair/Treasurer|||
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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**
**TAR**
March **2012**
1
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**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**
Type of governing document
CIO FOUNDATION
- (eg. trust deed, constitution)
How the charity is constituted
- (eg. trust, association, company)
Trustee selection methods
(eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
All trustees have undertaken the following courses: Trustee training Suicide Awareness Level 2 Food Hygiene Policy and induction training
- 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**
To promote for the benefit of veterans of all branches of the Armed Forces and their families living in Bury by:-
**Summary of the objects of the charity set out in its governing document**
1. The promotion of social inclusion among veterans to prevent them from becoming socially excluded and to help integrate into society
2. The relief of physical and mental sickness in particular but not exclusively by the provision of counselling, health and wellbeing support.
3. The relief of poverty in particular but not exclusively by the provision of housing support and debt advice.
**TAR**
March **2012**
2
4. The advancement of education, in particular but not exclusively, by the means of vocational training courses to enhance job and training opportunities
The benefit to the public is helping under veterans fitting into civilian life and settle into the community. Running community/veterans breakfast clubs has proved successful to both attendees.
We also hold a yearly Armed Forces Day Event for the public to attend, this is a family event which they all enjoy.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
**TAR**
March **2012**
3
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**
March **2012**
4
## Section D Achievements and erformance p
**Summary of the main** Joined the council run Armed Forces Covenant meetings. **achievements of the charity** Liaised and supported members with mental health issues **during the year** Liaised and supported debt issues. Liaised and support veterans and their families with additions. Regularly run breakfast Clubs for the military services and introduced civilians to join in. Combated isolation in both the military and civilian sectors. Saved lives when veterans and community members have attempted suicide. Helped veterans and families with food parcels Worked/networked with the council and community groups. Arranged outings and camping weekends
**TAR**
March **2012**
5
## **Section E Financial review**
**Brief statement of the**
**charity’s policy on reserves**
The charity currently has not got a “Charity Reserve policy” due to it being a voluntary organisation, discussions with trustees have taken place regarding this, and a verbal suggestion if paid staff are employed, a minimum of three month to five months
**Details of any funds materially in deficit**
## **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);
All funding is from funding grants applied for from different registered funding organisations/charities, which evidences receipts/feedback is sent back to the organisation/charities by a pre notified date.
These funds have provided outings, camping weekends, food parcels when needed for veterans and their families.
- 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**
The trustees are aware of a fraud for £17,500 that took place shortly after the end of the period covered by the accounts. This has been reported to the Charity Commission, the affected funders and the relevant legal authorities.
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** Shirley Simmons **Position (eg Secretary, Chair,** Chair **etc) Date** 26/09/2024
**TAR**
March **2012**
6
||**BURY VETERANS HUB**
**Charity Name**|**BURY VETERANS HUB**
**Charity Name**|**BURY VETERANS HUB**
**Charity Name**|**1198182**
**No (if any)**|**1198182**
**No (if any)**|**1198182**
**No (if any)**|**CC16a**|
|---|---|---|---|---|---|---|---|
||**For the period**
**from**|**10/03/2022**
Period start date|**To**||**31/03/2023**
Period end date|||
|||||||||
|**Section A Receipts and payments**||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**1,218**
**3,780**
**-**
**355**
**-**
**-**
**-**
**-**
**5,353**
**-**
**-**
**-**
**5,353**
**-**
**2,308**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**2,308**
**2,110**
**-**
**2,110**
**4,418**
**935**
**-**
**-**
**935**|**Restricted**
**funds**
**to the nearest £**
**22,166**
**12,506**
**-**
**-**
**-**
**-**
**-**
**-**
**34,672**
**-**
**-**
**-**
**34,672**
**-**
**17,172**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**17,172**
**-**
**-**
**-**
**17,172**
**17,500**
**-**
**-**
**17,500**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**23,384**
**16,285**
**-**
**355**
**-**
**-**
**-**
**-**
**40,024**
**-**
**-**
**-**
**40,024**
**-**
**19,479**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**19,479**
**2,110**
**-**
**2,110**
**21,589**
**18,435**||**Last year**
**to the nearest £**|
|Donations|**1,218**||||||**-**|
|Charitable activites|**3,780**||||||**-**|
|Interest income|**-**||||||**-**|
|Other Income|**355**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**5,353**||||||**-**|
|||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||
|Loans received from external funder|**-**|||||||
||**-**||||||**-**|
|**_Sub total_**|**-**||||||**-**|
|**_Total receipts_**
**A3 Payments**||||||||
||||||||**-**|
|||||||||
|Cost of raisingfunds|**-**||||||**-**|
|Cost of charitable activities|**2,308**||||||**-**|
|Governance costs|**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_ **|**2,308**||||||**-**|
|||||||||
|**A4 Asset and investment**
**purchases, (see table)**||||||||
|Purchase of tangible fixed assets|**2,110**||||||**-**|
|Loans repaid to external funder|**-**||||||**-**|
|**_Sub total_ **|**2,110**||||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||||
||||||||**-**|
|||||||||
||**935**|**17,500**|**-**||
**18,435**||**-**|
||**-**|**-**|**-**||**-**||**-**|
||**-**|**-**|**-**||**-**||**-**|
||**935**|**17,500**|**-**||**18,435**||**-**|
CCXX R1 accounts (SS)
27/09/2024
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
**Details**
**Details**
Tangible fixed assets
Intangible fixed assets
Bank
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
External funders
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**935**
**17,500**
**-**
**-**
**-**
**-**
**935**
**17,500**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
Unrestricted
**2,110**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
ShirleySimmons|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||ShirleySimmons|26/09/2024|
|||||
CCXX R2 accounts (SS)
27/09/2024
2
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name BURY VETERANS HUB **members of On accounts for the year** 31/03/2023 **Charity no** 1198182 **ended (if any) Set out on pages** (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2023.
- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act
- 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn 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:** 26/09/2024 **Name:** Mark Goldman **Relevant professional** ICAEW **qualification(s) or body (if any): Address:** MJ Goldman, Chartered Accountants, Hollinwood Business Centre, Albert Street, Oldham, OL8 3QL
**October 2018**
1
**IER**
**Section B Disclosure**
Only complete if the examiner needs to highlight 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** .
**October 2018**
2
**IER**