Trustees’ Annual Report for the period
From 01 April 2024 To 31 March 2025
Charity name: Bury Veterans Hub
Charity registration number: 1198182
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote the benefit of veterans from all branches of the Armed Forces and their families living in Bury and surrounding areas. Promoting social inclusion among veterans to prevent them from socially excluded and help to integrate into society. The relief of physical and mental sickness in particular, but not exclusively by the provision of counselling, health and wellbeing support The relief of poverty in particular but not exclusively by the provision of housing support and debt advice Advancement of education, in particular but exclusively by the provision of vocational training and courses to enhance job and training opportunities |
| 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 |
The advancement of health or the saving of lives. Counselling. Combatting isolation. Family support. Social events. Integration with the local community by two local breakfast clubs |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All our trustees follow and have read the Charity Commissions guidelines. They have also attended the Trustees course held by the VCFA Bury |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Policy Discussed at meetings what's required. These are usually applied via our unpaid volunteers |
| Policy on social investment including program related investment |
Para 1.38 | Not applicable |
| Contribution made by volunteers |
Para 1.38 | This Charity is run by military veterans and civilian military families on a voluntary basis. |
| Other |
Achievements and Performance
| 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. |
SORP reference Para 1.20 |
Rehousing veterans via the local council and private organisations Saved lives on numerous occasions Contacted police when required to checkout anyone who we are concerned about Organised social events for both military veterans and the local communities Working with two local breakfast clubs combatting isolation in the military and local communities |
|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Our funding has unfortunately not achieved its potential for the past two and a half year due to a fraud case awaiting court action |
| Investment performance against objectives |
Para 1.41 | To apply for more funding bids |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Need more funding |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | 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 |
| Amount of reserves held | Para 1.22 | £2,648 |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Currently awaiting a court case. A trustee has admitted fraudulently embezzled cash and goods from the charity |
| 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 |
Grants we apply for which are always ring fenced for solely the project applied for |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 |
Not applicable |
| Financial grants are getting harder |
A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: | ||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Foundation |
| 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 | Trustee recommendation, full backing of all trustees after the meeting and interview to ascertain what experience, and abilities they can offer the charity |
| Additional information (optional) You may choose to include further statements |
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 | Vulnerable adults policy and procedures Bullying and harassment Policies and procedures Conflicts of interest policy and procedures Risk management policy and procedures Safe guarding policy and procedures Serious incident policy and procedures Social media policy and procedures Trustees conflict of interest policy and procedures Volunteer management. Lone working policy and procedures Training Trustee training Overdose training Level 2 food hygiene Help yourself to wellbeing Hate Crime Reporting Center |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Working with Bury Council re: housing and liaising with the council veterans lead. Working with Bury VCFA. Also working with the NHS for veterans with any addictions, mental health and wellbeing |
|---|---|---|
| Relationship with any related parties |
Para 1.51 | Trustees are not allowed if either are married, co-habiting or related. |
| Other |
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(if any) |
|---|---|---|---|---|
| ShirleySimmons | Chair/Trustee | |||
| Paul Andrews | Trustee/treasurer | |||
| Gail Slack | Trustee | |||
| Eleanor Redfern | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held Not applicable in this capacity
Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for Not applicable 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)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not applicable
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) Full name(s) Position (eg Secretary, Chair, etc) Date |
Shirley Simmons | |
|---|---|---|
| Shirley Anita Simmons | ||
| Chair | ||
| 20/1/2026 | ||
| 20/1/2026 |
| Charity Name BURY VETERANS HUB |
Charity Name BURY VETERANS HUB |
Charity Name BURY VETERANS HUB |
No (if any) 1198182 |
No (if any) 1198182 |
No (if any) 1198182 |
CC16a | |
|---|---|---|---|---|---|---|---|
| For the period from |
Period start date 01/04/2024 |
To | Period end date 31/03/2025 |
||||
| Section A Receipts and payments | |||||||
| A1 Receipts | Unrestricted funds to the nearest £ 785 - - - - - - 785 - - - 785 - 1,736 - - 3,540 - - - - 5,276 - - - 5,276 - 4,491 6,367 1,876 |
Restricted funds to the nearest £ - - 4,000 - - - - 4,000 - - - 4,000 - 3,228 - - - - - - - 3,228 - - - 3,228 772 - 772 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 785 - - 4,000 - - - - 4,785 - - - 4,785 - 4,964 - - 3,540 - - - - 8,504 - - - 8,504 - 3,719 |
Last year to the nearest £ |
||
| Donations | 785 | 3,893 | |||||
| Charitable activites | 6,852 | ||||||
| Interest income | - | - | |||||
| Grants | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Sub total(Gross income for AR) |
785 | 10,745 | |||||
| A2 Asset and investment sales, (see table). |
|||||||
| Loans received from external funder | - | ||||||
| - | - | ||||||
| Sub total | - | - | |||||
| Total receipts A3 Payments |
|||||||
| 10,745 | |||||||
| Cost of raisingfunds | - | - | |||||
| Cost of charitable activities | 1,736 | 14,230 | |||||
| Governance costs | - | - | |||||
| Potential fraudulent transaction | - | 8,000 | |||||
| Professional Fees | 3,540 | - | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| **Sub total ** | 5,276 | 22,230 | |||||
| A4 Asset and investment purchases, (see table) |
|||||||
| Purchase of tangible fixed assets | - | 583 | |||||
| Loans repaid to external funder | - | - | |||||
| **Sub total ** | - | 583 | |||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||
| 22,813 | |||||||
| - 4,491 | 772 | - | - 3,719 |
- 12,068 | |||
| - | - | - | |||||
| 6,367 | - | - | 6,367 | 18,435 | |||
| 1,876 | 772 | - | 2,648 | 6,367 |
CCXX R1 accounts (SS)
12/03/2026
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 B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) External funders Bank Details Details Tangible fixed assets Intangible fixed assets Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 1,876 772 - - - - 1,876 772 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 2,693 - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name ShirleySimmons |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| ShirleySimmons | 20/01/2026 | ||
CCXX R2 accounts (SS)
12/03/2026
2