Trustees’ Annual Report for the period
From 15.9.22 To 31.12.23 Became registered charity 15.9.22, therefore report covers from 15.9.22 until end of following year
Charity name: Grimsby Shoeboxes
Charity registration number: 1200386
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the public benefit to provide relief of financial hardship/poverty to people around the world by providing basic items to people who cannot afford them. |
| 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 |
Items (clothes, school supplies, personal hygiene) are donated or monies are raised used to buy these items. These items are provided directly to local (Lincolnshire) people from referrals to us by registered charities (eg Women's Aid). Some are distributed abroad, in shoeboxes, through registered charities (eg The Jacob's Well Appeal and Teams4U The Charity (T4U)). |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All four Trustees are aware and comply with the guidance on public benefit of Grimsby Shoeboxes |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | Volunteers attend our premises to sort donations, make items and pack shoeboxes for impoverished children and families. |
| 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 | In the reporting period we have filled over 17,000 shoebox gifts which each have school supplies, toys, toiletries and warm clothing. These items enable people to have basic hygiene in areas of little sanitation and allow children to go to school. The shoeboxes have been sent to impoverished children and families in Eastern Europe through registered charities Teams4U and The Jacob’s Well Appeal. We have also helped over 200 local families with household supplies. This had enabled them to set up home or continue living in their accommodation. We have also given over 200 local children bags of Christmas presents including toys, stationery, clothing, sweets etc. These children were identified by local agencies as those in need and/or unlikely to receive other gifts. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | We do not set numerical targets on the amount of donations given out, or shoeboxes filled. This is dependent on items and donations received in. We use all donations we receive to fill shoeboxes and give appropriate items (if we have them) to the local community as their need arises. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | A total of £2558 held in cash and at the bank as of 31.12.23 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We ensure we carry over at least £1000 into the following year to cover immediate running costs. |
| Amount of reserves held | Para 1.22 | None |
| Reasons for holding zero reserves |
Para 1.22 | The only two external expenditures for running the charity are payment to our premises provider and insurance. We ensure we have enough to pay these on time through normal day-day accounting. |
| 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 | None |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| 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 | The original Trustees must pass a resolution at a properly convened meeting to discuss the appointment of any new trustees. |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Grimsby Shoeboxes |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1200386 |
| Charity’s principal address | The Ice House Victor Street Grimsby Lincolnshire DN32 7QN |
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) |
|---|---|---|---|---|
| Karen Lepley | Secretary | |||
| Ellie Davis | ||||
| Denise Johnson | ||||
| Joy Walker (formerlyRayner) |
||||
– 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 held in this capacity N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and | addresses of advisers (Optional information) | addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser |
Name Address |
|
| N/A | ||
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
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) K Lepley Full name(s) Karen Lepley
Position (eg Secretary, Secretary Chair, etc)
Date
30.9.24
| Charity Name | No (if any) | ||
|---|---|---|---|
| Grimsby Shoeboxes | |||
| Receipts and payments accounts | |||
| For the period from |
Period start date 15.9.2022 |
To | Period end date 31.12.2023 |
CC16a
Section A Receipts and payments
Unrestricted Endowment Restricted funds Total funds Last year funds funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
| A1 Receipts | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| Donations | - | 9,603- | - | -- | - | -- | - | 9,603- | - | -- | ||||||||||
| Other trading | - | 6,016- | - | -- | - | -- | - | 6,016- | - | -- | ||||||||||
| Other(money held prior 15.9.22) | - | 8,477- | - | -- | - | -- | - | 8,477- | - | -- | ||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | 24,096- | - | -- | - | -- | - | 24,096- | - | -- | |||||||||||
| Sub total(Gross income for AR) |
| Sub total(Gro | ss income for AR) | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A2 Asset and investment sales, | |||||||||||||||||||||
| (see table). | |||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | ||||||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||||
| Sub total | - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| **Total receipts ** | - | 24,096- | - | -- | - | -- | - | 24,096- | - | -- |
| **Total receipts ** | - | 24,096- | - | -- | - | -- | - | 24,096- | - | -- | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A3 Payments | |||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||||
| Running costs | - | 738- | - | -- | - | -- | - | 738- | - | -- | |||||||||||
| Donation to charity | - | 8,433- | - | -- | - | -- | - | 8,433- | - | -- | |||||||||||
| Premises costs | - | 840- | - | -- | - | -- | - | 840- | - | -- |
CCXX R1 accounts (SS)
10/1/2024
1
| Insurance | - | 182- | - | -- | - | -- | - | 182- | - | -- | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Contents for shoeboxes | - | 11,345- | - | -- | - | -- | - | 11,345- | - | -- | ||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| **Sub total ** | - | 21,538- | - | -- | - | -- | - | 21,538- | - | -- | ||||||||||
| A4 Asset and investment | ||||||||||||||||||||
| purchases, (see table) | ||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| **Sub total ** | - | -- | - | -- | - | -- | - | -- | ||||||||||||
| **Total payments ** | - | 21,538- | - | -- | - | -- | - | 21,538- | - | -- | ||||||||||
| **Net of receipts/(payments) ** | - | 2,558- | - | -- | - | -- | - | 2,558- | - | -- | ||||||||||
| A5 Transfers between funds | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| A6 Cash funds last year end | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| **Cash funds this year end ** | - | 2,558- | - | -- | - | -- | - | 2,558- | - | -- | ||||||||||
Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted funds | Restricted funds | Endowment | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Categories | Details | funds | funds | ||||||||||||
| to nearest £ | to nearest £ | to nearest £ | |||||||||||||
| B1 | Cash funds | Money held in cash and bank = £2,558 | - | -- | - | -- | - | -- | |||||||
| - | -- | - | -- | - | -- | ||||||||||
| - | -- | - | -- | - | -- | ||||||||||
| Total cash funds | - | -- | - | -- | - | -- | |||||||||
| (agree balances with receipts and payments account (s)) |
Agreement Error | OK | OK | ||||||||||||
| Unrestricted | Restricted funds | Endowment | |||||||||||||
| funds | funds |
CCXX R2 accounts (SS)
10/1/2024
2
| B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use |
Details | to nearest £ | to nearest £ | to nearest £ |
|---|---|---|---|---|
| None | - -- |
- -- |
- -- |
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| - -- |
- -- |
- -- |
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- -- |
- -- |
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| Current value (optional) |
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| - -- |
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| Current value (optional) |
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| - -- |
- -- |
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| Basic furniture, microwave, kettles, crockery, cutlery |
- -- |
- -- |
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| - -- |
- -- |
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- -- |
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| - -- |
- -- |
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CCXX R3 accounts (SS)
10/1/2024
3
| B5 Liabilities Signed by one or two trustees on behalf of all the trustees |
Details None Signature Karen Lepley |
Fund to which liability relates Amount due (optional) - -- - -- - -- - -- - -- Print Name Karen lepley |
When due (optional) |
|---|---|---|---|
| Date of approval | |||
| Karen lepley | 1.10.24 | ||
CCXX R4 accounts (SS)
10/1/2024
4