## **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
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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 £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||ShirleySimmons|20/01/2026| ||||| CCXX R2 accounts (SS) 12/03/2026 2