## **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
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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** **TAR** 1 ## **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. March **2012** **TAR** 2 ## **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** **TAR** 3 **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 March **2012** **TAR** 4 ## 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. March **2012** **TAR** 5 ## **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** **TAR** 6 ||**Upper Eden Linking Lives**
**Charity Name**|**Upper Eden Linking Lives**
**Charity Name**|**Upper Eden Linking Lives**
**Charity Name**|**No (if any)**|**No (if any)**|**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) 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
**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) 2