## **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’s**only**votng 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 £ Oon*tton•. 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 pc*tffj• 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