2024-04-05-accounts - Upper Eden Linking Lives

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

	Period start date	Period start date			Period end date
From	25th	Nov	2022	To	5th April	2024

Section A Reference and administration details

Charity name Upper Eden Linking Lives

Other names charity is known by Registered charity number (if any) 1201147

Charity's principal address Winton United Church Kirkby Stephen Cumbria Postcode CA174HS

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)
	AshleyListon	Chair
	Stephen Radford	Safeguardinglead
	Hannah Fox
	RayPinniger
	Nick Morley

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

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Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
Treasurer	Janet Hartley
Accounts scrutineer	Paul Sanderson
Safeguarding Support	Sue Davis/31:8

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

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document (eg. trust deed, constitution)

How the charity is constituted

Constitution (2[nd] August 2022)

CIO

(eg. trust, association, company)

Invited and appointed by existing trustee group. Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

The charity was formed in Nov 2022 with the support of the national charity Linking Lives UK but with a local steering group helping to shape its development over the following year. All trustees were appointed in line with The Charity Commission recommendations. We chose to form a new charity as none of the local churches felt able to adopt us under their charitable status. This has required us to establish our own policies and procedures but has allowed us to be focused on the charitable objectives of our scheme as it seeks to address the problem of loneliness in our community.

A key priority has been to ensure that our scheme has high standards of safeguarding in its operation. To this end we have appointed a trustee to oversee safeguarding, have engaged with 31:8 to provide safeguarding advice and training and adopted safeguarding procedures aligned with local guidance. All potential volunteers are required to provide two references, undergo DBS checking, have a one-to-one interview, take part in safeguarding training and will have regular ongoing supervision

Key policies include;

Safeguarding (including Adult Safeguarding policy, Incident, Accident and Action reporting)
Data Protection
• Equal Opportunities
Lone Working
• Disciplinary and Grievance

We continue to operate with the support and oversight of Linking Lives UK, Thirtyone:Eight Safeguarding Support and in collaboration with other Linking Lives schemes in Cumbria.

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Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The promotion of social inclusion for the public benefit amongst persons who are excluded from society because they are housebound for any reasons, but in particular those who are elderly and in poor physical or mental health, assisting them to integrate into society through the provision of one to one befriending, and through promoting initiatives which promote social inclusion.

Devise constitution for Upper Eden Linking Lives (August 2022)
Registration with Charity Commission (Nov 2022).
Recruit trustees in accordance with Charity Commission guidelines.
Appoint treasurer and scrutineer.
Initiate regular trustee meetings.
Develop policies and procedures.
Engage in fundraising activity.
Recruitment and appointment of coordinator.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Induction and training of coordinator.
Recruitment and training of volunteers.
Fulfil all required safeguarding procedures.
Matching Scheme Friends with volunteers.
Ongoing monitoring and support for volunteers and Scheme Friends

March 2012

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Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

This is our first annual report since forming as a new charity in Nov 2022. A local steering group had been formed which was composed of representatives from local churches, community groups, local government and the health and care sector. Three other Linking Lives schemes were already in operation in Cumbria with the nearest group being in Penrith. The decision was made to focus this new scheme on the area of Upper Eden (Kirkby Stephen, Appleby and the surrounding villages).

Key milestones;

Nov 2022 Registration with Charity Commission.
Establish team of trustees with regular meetings.
Fundraising to launch the scheme and employ coordinator.
Summer 2023 fundraising target reached.
Autumn 2023 coordinator recruitment and appointment.
Winter 2023/Spring 2024 Coordinator induction and training.
Spring 2023 Volunteer recruitment and training

We worked closely with the ‘Living Well Coaches’ based at the two local GP surgeries as we sought to identify people who might benefit from our scheme. Our aim was to have a ‘soft and safe launch’ with referrals being appropriate for our scheme. The publicity in the early stage was mainly focused on recruiting volunteers who then underwent training which had been adapted and refined by our scheme coordinator.

To date we have managed to recruit and match ten ‘scheme friends’ with volunteers with very positive feedback. Looking ahead, our priority is to step up our publicity seeking to recruit more volunteers and raise the profile of Upper Eden Linking Lives in the community. Our objective is to have twenty Scheme Friends matched with volunteers by the end of 2024.

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Section E Financial review

Brief statement of the charity’s policy on reserves

Upper Eden Linking Lives has only one bank account which is with Unity Trust Bank. The surplus at the year end is due to the fact that our coordinator was appointed in Sept 2023 with monthly salary costs only applying for seven months of the year. This surplus compared to the annual budget will be held in reserve to cover potential redundancy costs in year two and beyond although this is most unlikely as we have secured funding to cover budgeted costs for the next three years.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;

We have been extremely grateful for the funding support received mainly from local charitable organisations including;

Cumbria Community Foundation (primarily Out of Eden, Westmorland Family Community Fund and Eden Rural Community Fund)
• Freida Scott • Hadfield Trust
Cumbria County Council
This funding has allowed us to recruit a scheme coordinator and cover
• investment policy and costs for our first year of operation. We were delighted to have been
objectives including any successful in receiving a commitment to funding for the next three years
ethical investment policy from TNL Community Fund which will cover our current levels of annual
adopted. spending.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) Ashley Liston Position (eg Secretary, Chair, Chair of Trustees etc)

Date 11th November 2024

March 2012

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	Upper Eden Linking Lives Charity Name	Upper Eden Linking Lives Charity Name	Upper Eden Linking Lives Charity Name	No (if any)	CC16a
	For the period from	25th Nov 2022 Period start date	To	5th April 2024 Period end date

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 500 7,000 5,273 4,000 1,500 - - - 18,273 - - - 18,273 4,983 128 294 318 157 54 829 329 146 41 12 7,291 - - - 7,291 10,982 - - 10,982	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 500 7,000 5,273 4,000 1,500 - - - 18,273 - - - 18,273 4,983 128 294 318 157 54 829 329 146 41 12 7,291 - - - 7,291 10,982	Last year to the nearest £
Methodist District(January)	500				-
Cumbria CommunityFoundation	7,000				-
Hadfield. Cumbria CommunityCouncil	5,273				-
Freida Scott	4,000				-
W+F Council(Household Relief Fund)	1,500				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	18,273				-

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					-

Coordinator salary	4,983				-
HMRC	128				-
DBS	294				-
31:08:00	318				-
Public liablityInsurance	157
Bank charges	54				-
Laptop	829				-
Printer	329				-
Publicityandprinting	146
0800 World Telecom	41				-
Venue cost	12				-
**Sub total **	7,291				-

A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					-

	10,982	-	-	10,982	-
	-	-	-	-	-
	-	-	-	-	-
	10,982	-	-	10,982	-

CCXX R1 accounts (SS)

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 B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Signature Details Details Unity Trust Bank Account Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details	Unrestricted funds Restricted funds to nearest £ to nearest £ 10,730 - - - - - 10,730 - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval

CCXX R2 accounts (SS)