2024-03-31-accounts

Trustees’ Annual Report for the period

From: 01/04/2023 Period start date To: 31/03/2024 Period end date

Charity name: Level Up Gosport

Charity registration number: 1199682

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The objects of the CIO are To act as a resource for young people between 18 and 25 living in Gosport and the surrounding area, primarily, but not exclusively, those with mild to moderate (or hidden) disabilites, with mental health issues such as anxiety or depression, or are neurodivergent, by providing guidance and support and organising work experience and community volunteering programmes, and other actvites as a means of: (a) advancing in life and helping young people by developing their skills, capacites and capabilites to enable them to partcipate in society as independent, mature and responsible individuals; (b) relieving unemployment, including assistance to fnd employment.
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	Level Up Gosport supports young people aged between 18-25 years to gain a variety of skills e.g., socialisaton, alongside improving their self-esteem and confdence; with the ultmate goal of them being able to move on into employment and live independent lives. We achieve this in the following ways: - Volunteering at local events and actvites; - A bi-weeklysocial meetng;

		- WEXi (Work Experience initatve) – ofering a variety of work experience programmes within the local community; - Holding events: e.g., Board Gaming & an Annual Volunteer Awards Evening, amongst others; - Receiving specialised and adapted training workshops: e.g., Communites Against Cancer; Health & Safety, Fire Procedures, Employability, Healthy Food Preparaton & Cooking and First Aid; - Volunteering at our community allotment.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Item confrmed.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment N/A Para 1.38 Contribution made by volunteers N/A Other

Achievements and Performance

	SORP reference
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.	Para 1.20	Level Up Gosport (LUPG) has been established for almost 13 years, supportng young adults aged 18 - 25 years to gain self-respect and confdence via community volunteering for local charites and organisatons based in and around Gosport. LUPG has developed an excellent reputaton within Gosport and is very proud to announce that 80% of the vulnerable young people it supports have gone on to either secure employment, returned to educaton or to independently volunteer. However, this benchmark needed to be evidenced, which is

why we have involved OWL XL CIC to help us to capture the positive outcomes we are achieving via the software they have developed and monitor. The majority of the young adults that LUPG supports have an additional need or a mild learning/physical (hidden, neurodivergent) disability; or have mental health challenges, like lacking in confidence or high anxiety levels - but are not in receipt of an Education, Health or Care Plan (EHCP) or are NEET (not in Employment, Education or Training). Many come from areas of high deprivation which has been exacerbated by the pandemic and recently because of the cost-of-living crisis. WEXi (Work Experience initiative) has been developed to offer a free, innovative, varied programme of supported outcome-based work experience, partnering with local organisations, businesses and charities, e.g., a local garage, a community-led entertainment venue, Sheltered Housing charity, plus many more. We believe that the young, vulnerable adults we support will receive practical experience (via volunteering), consolidated by training and a support pathway into employment. We launched WEXi in June 2023. In 2023 our young people became Cancer Awareness Youth Ambassadors for Gosport and are continuing to support this initiative. Alongside WEXi, the LUPG young people continue to participate, via generalised community volunteering, at local activities and events, attend a fortnightly volunteers meeting, as well as cultivating their own community allotment, where they learn horticultural skills with the aim of becoming 100% organic and sustainable. The older allotment holders enjoy engaging with, giving advice and exchanging produce with the young people. In 2023 we were very proud and humbled to have received the Kings Award for Voluntary Service, which is the equivalent of an MBE for charities.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against	Para 1.41	Within the last year, we have: - between 16 – 25 volunteers of which 5 volunteers have moved on to employment;2

objectives set		young people have stayed with the charity and have received training as mentors, to support new incoming volunteers; - We have partcipated in 39 community events, ranging from: The Gosport Half Marathon, Senior Citzens Tea Party, The Annual Rotarian Car Rally, Michaelmas Fayre, Fair Trade Event, Gosport Marine Festval, etc., - We have successfully achieved in-house training of: 1. Communites Against Cancer - refresher training; 2. Health and Safety & Fire Procedures; 3. Money Management; 4. Basic shopping and cooking skills; 5. Employability and 6. First Aid: level 3; - Made good connectons with various community groups and worked alongside them in diferent actvites; - We have a good team of volunteers working weekly on our community allotment; - Worked with the young volunteers on their sof skills and encouraged more outside social actvites away from our charity; - Supported volunteers that were struggling with their mental health, by sign- postng them and atending medical appointments alongside them; - Launched our WEXi (Work EXperience initatve) programmes, which are proving to have a very positve uptake from the volunteers; - One youth volunteer contnues to represent the young people on our Board of Trustees.
Performance of fundraising activities against objectives set	Para 1.41	A number of local Gosport organisatons and charites that we have worked alongside, have fundraised on our behalf and kindly donated some of their funds to our charity.
Investment performance against objectives	Para 1.41	N/A
Other		N/A

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period 31/03/2023	Para 1.21	Financial Precis Unrestricted - £21,868 Restricted - £21,580 Total - £43,448
Statement explainingthe	Para 1.22	N/A

policy for holding reserves stating why they are held
Amount of reserves held	Para 1.22	N/A
Reasons for holding zero reserves	Para 1.22	Because we are currently not in receipt of enough funding.
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Although we are dependent on receiving funding via donatons, charitable fundraising and grants we are working on a means to be able to become more self-sufcient and less reliant on such funding to contnue our existence.

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 - Donatons - Charitable fundraising events
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	- The greatest risk is not being able to receive enough funding to be able to contnue our actvites; - A secondary risk is not fnding a suitable project manager, if our current one decides to resign or retre.
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:		N/A
Type of governing document (trust deed, royal charter)	Para 1.25	‘Foundaton’ Model Consttuton
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Consttuton of a Charitable Incorporated Organisaton‘foundaton’model is for charites who’sonlyvotng members will be the charity trustees
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	As per our Consttuton: 10. Appointment of charity trustees (1) Apart from the frst charity trustees, every trustee must be appointed for a term of three years by a resoluton passed at aproperlyconvened meetng

of the charity trustees. (2) In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.

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	As per our Consttuton: 11. Informaton for new charity trustees The charity trustees will make available to each new charity trustee, on or before his or her frst appointment: (a) a copy of the current version of this consttuton; and (b) a copy of the CIO’s latest Trustees’ Annual Report and statement of accounts.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The charity is currently run by a Board of 5 Trustees, a Project Manager, 1 Support Worker and a part-tme Administrator; plus Ad Hoc individuals e.g., Allotment Support Worker; OWL XL CIC and an Accountant that oversees the wages.
Relationship with any related parties	Para 1.51	N/A
Other		N/A

Reference and Administrative details

Charityname	Level UpGosport
Other name the charityuses	N/A
Registered charitynumber	1199682
Charity’s principal address	Thorngate Halls Bury Road Gosport PO12 3PX

Names of the charity trustees who manage the charity

1	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Mrs Mary Ive	Chair		Mrs Mary Ive

2 3 4 5	Mr Colin Davey	Deputy Chair/Treasurer		Mr Colin Davey
	Mrs Diane Furlong	HR Lead		Mrs Diane Furlong
	Mrs Sue Wright	WEXi Coordinator/Interim Safeguarding Lead		Mrs Sue Wright
	Mr Gary Walker		December 2023 - ongoing	Mr Gary Walker

– Corporate trustees names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets The charity owns a number of items that are held in storage and held in this capacity used at various events e.g., a PA System and Speakers. Within our office at Thorngate Halls, there are 2 computers and a printer, plus other items. They are worth a nominal amount. Name and objects of the Nil charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Nil 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 adviser	Name Address	Name Address
N/A

Name of chief executive or names of senior staff members (Optional information)

N/A: We do not have a CEO

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

All new Trustees are required to confirm that they have read the Charity Commission advice for Trustees.

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) M.Ive C E J Davey Full name(s) Mrs. Mary Ive Colin Edmund James Davey Position (eg Secretary, Chair Treasurer Chair, etc) Date 23/5/24

CHARITY COMMISSION FOR ENGLAND AND WALES Recelpts and pa ments accounts To CC16a For th• p•rlod Section A Receipts and payments Unr••trlct•d fvnd• R••trkt•d lund• Endowm•nl fund• Totsl lunds La•t y•ar f• th• n•w••l t tr• th• Iw••l £ • th• th• n•#••t £ Oontton•. I Oth•f r• 11.711 423 24.￿6 30.19J 3.007 Sub tot•l(Grnss Income forAR) 12.141 27.129 3•270 Xi,746 Total r•c•lpts 27,129 39270 30.746 A3Pa 1.365 10.123 1.849 179 •ntlhir• ol io In•ui•nc• Tel•phon•. Inhm•l pctffj• Sl•iwn•ry •rKI CthMW•f •U¢O06 rnnt• and donaW P•KJ 1,381 12J 436 179 2.OS7 15,022 Sub 910 16.683 1.663 15,022 16,885 9,883 Net ol roc81p￿(p•YMants) A6 Tran•hr• b•t￿n lund• Al Ca•h fund• last y•ar •nd Cash funds thls y••r •nd 10.478 12.10 22.58S 20,863 11.390 21,8 9.473 21,68 20,883 43,448 20.883 Section B Statement of assets and liabilities at the end of the period Unrn•trlct•d Refjlrlctod D•tAI fund• lund• Endowmeiit lund• B1 Ca•h fund• Ca•h Tot•1 ¢•sh funds 21,868 21.880 Slon•d by on• or thMt••• ty)n b•h•ff 01 all lh• Iru$tM• s￿n￿ll￿ Prlnl Nar Date of roval PA4F CCXX Rl •ccoiints (ss)

CHARITY COMMISSION, FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independenl Examiner's Report Report lo the trusteesl I members of LEVEL UP GOSPORT On accounts for the year131 MARCH 2024 ended Charity no lif any) 1199682 Set out on pages I report to the Iruslees on my examination of the accounts of the above charity I the Trust") lor the year ended 3110312024. 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 2011 1"the A¢l"I I report in respect ol 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 14515llbl of the Act. I have completed my examination I confirm that no material matters have come lo my attention in connection with the examination which gives me cause to believe that in. any material respect. ac¢our)Iing records were not kept in accordance wrth section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement ave no concerns and have come across no other matters in connection with the examination lo which attention should be drawn In order lo enable a proper understanding of the accounts lo be reached. Date: [. 1710512024 Name.. C J Marlow Relevant professional IFCCA qualif icationlsl or body I {if any).. Address.. 20 Nortolk Road Gosport Hampshire P012 3AN Section B Oisclosure Only complele ,'1 the exaininei. needs lo highlight maller5 01 conGerr) (see CC32. Independent examination of charity accounts.. directions and guidan￿ for examiners) IER October 2018