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2023-12-31-accounts

CHURCHES TOGETHER IN PENRITH

Charity Number 1201866

Trustees Annual Report 1[st] April 2023 to 31[st] March 2024.

1. Objects

The object of Churches Together in Penrith is the advancement of the Christian religion, the relief of poverty and the advancement of education and any other purposes, which are charitable according to the law of England and Wales.

2. Activities

Churches Together in Penrith is an umbrella organisation supporting the church members in their activities, which includes among other activities, a Food bank, Debt Counselling and cash management, a Job Club, a charity retail shop and a weekly tea service for the lonely and those with dementia.

Churches Together in Penrith directly operates a Linking Lives project aimed at helping and supporting people, who are lonely. It employs 1 part time member of staff. The project has successfully attracted grant support for its work. It has successfully recruited 19 volunteers and has 18 active referrals. Referrals are received from a variety of agencies both NHS linked as well as local authority linked. A number are received from families. Volunteers either visit the lonely people on a weekly basis or there is a weekly telephone conversation.

2 other direct activities are ‘Its your Move’ and a Day in the Lakes. ‘Its your Move’ is a booklet provided to every primary school child, who are preparing to move to a secondary school. The booklet explains the differences between primary and secondary schools and some of the many changes and how to ask for help. It has been well received by teachers, pupils and their families and the wider community. A day in the Lakes is a day out for individuals and families, who are refugees or asylum seekers awaiting a decision on their future, and are currently living in Newcastle, A free coach is provided together with a full day of activities and food at Lake Ullswater.

3. The Trustees are satisfied that all activities carried out are in accordance with the Charity’s Objects and Charity law and guidance. They note the successful start to the Linking Lives project and the help provided to lonely people. The positive feedback from those directly involved and others, to the Linking Lives project, the booklet for primary school children and the Day in the lakes is encouraging.

4. Financial Review

The Linking Lives project had an opening balance of £9,151.84. Income in the year was £7,641.50 and expenditure of £8,002.38 resulting in a closing balance of £8,791.96. Income from various Funders is normally paid in advance of the period.

Other activities had an opening balance of £3,614.56. Income in the year was £691.43 and expenditure of £1,551.71 resulting in a closing balance of £2,754.28. Income in a previous year was enhanced by a generous donation from the United Reform Church, which had closed.

The principal source of funds for the Linking Lives project will be grants from various Funders, who receive regular reports in accordance with their requirements.

The principal source of funds for all other activities will be subscriptions and donations from the member churches and their congregations.

The Trustees are satisfied that there are no concerns about the viability of CTiP on an ongoing basis. There are sufficient checks in place, together with regular comprehensive reports to satisfy their responsibilities.

5. Structure, Governance and Management CTiP is a Charitable Incorporated Organisation, whose number is 1201866. It follows the model constitution, as recommended by the Charity Commission.

6. Trustees

The following are the Trustees, who manage CTiP.

Name Office Appointed

Rev. David Gareth Sargent Chair 7[th] November 2022

Rev. Timothy Mark Cooke Vice Chair 7[th] November 2022 Mr John Henry Poland Trustee 7[th] November 2022

Mrs Heather Elizabeth Watson Trustee 17[th] April 2023

Mr Peter David Brooks Trustee 15[th] April 2024

All of the above remain as Trustees.

The Trustees declare that they have approved this Trustees’ Annual Report.

Signed._______

Name. Rev. David Gareth Sargent

Date. _______

£

CHURCHES TOGETHER IN PENRITH

Accounts for the period 1st January 2023 to 31st December 2023

January 1st Balance brought forward

----- Start of picture text -----
12766.40
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INCOME
Church Subscriptons 350.00
Good Friday collectons 2022/2023 316.43
Donatons from others-5th Sunday 25.00 691.43
Linking Lives
Cumbria CF 4841.50
Hadfeld Trust 1300.00
Household Support Grant 1500.00 7641.50
8332.93
EXPENDITURE
Churches Together in Cumbria 140.00
Annual Insurance 73.21
Its Your Move' booklets 244.80
Website support 228.60
Linking Lives Project; costs 8002.38
Bank charges 25.10
Day in the Lakes 740.00
Donaton to Nourish 100.00

9554.09 9554.09

31st December Balance carried forward

11545.24

** Linking Lives: grants received are ringfenced for this purpose

Linking Lives** 1149.46
Cumbria CF 4841.50
Hadfeld Trust 1300.00
Household Support Grant 1500.00
Total : Living Lives ** 8790.96
Churches Together in Penrith 2,766.27
Balance per Bank statement. No. 197 11557.23

John H. Poland Treasurer

4th January 2024

CHURCHES TOGETHER IN PENRITH

Accounts for the period 1st January 2023 to 31st December 2023

Subscriptions

Penrith Quaker Meetng
Penrith Methodist
Kings Church Eden
St Catherine's
The Parish of Penrith
Salvaton Army
Penrith URC
Church in the Barn
Other
Asylum Seekers: Day in the Lakes
5th Sunday collecton
Good Friday collectons 2022/2023
Linking Lives Project
Cumbria CF
Hadfeld Trust
Westmorland & Furness
Total Income
50.00
50.00
50.00
50.00
100.00
50.00
0.00
0.00
350.00
0.00
25.00
316.43
4841.50
1300.00
1500.00
7982.93
8332.93
Closing Balance 31st December 2021
Asylum Seekers: Day in the Lakes
Linking Lives
Bibles for schools
Penrith Mission Community
Churches Together in Penrith
Balanceper Bank Statement No 163
0
11161.13
0
0
981.82
12142.95

Closing Balance 31st December 2022

Closing Balance 31st December 2022
Asylum Seekers: Day in the Lakes
Linking Lives
Bibles for schools
Penrith Mission Community
Churches Together in Penrith
Balanceper Bank Statement No 185
0
9151.84
0
0
3614.56
12766.40
Churches Together in Cumbria
Annual Insurance
CTiP leafets
Asylum Seekers: Day in the Lakes
Its your move' booklets
Website support
Bank charges
Christmas 2023
Linking Lives: costs
Donaton to Nourish
Total Expenditure
140.00
73.21
0.00
740.00
244.80
228.60
25.10
0.00
8002.38
100.00
9554.09

CHURCHES TOGETHER IN PENRITH

Accounts for the period 1st January 2023 to 31st December 2023

Record of Cheque and Direct Debit Payments

No. Amount Supplier General L.L. DBS Salary Ofce Bank Volunteers Other
D.D. 24.50 ThirtyOne Eight 24.50 24.50
D.D. 5.40 HSBC 5.40 5.40
100203 728.30 LL. Salary . Vol meetngs/expenses 728.30 566.80 161.50
100204 123.00 CTiC Volunteers Expenses 105.00 18.00 18.00
100205 204.00 L.L.UK. L.L.Ofce expenses 204.00 54.00 150.00
100206 801.34 Annual Insurance,LL salary, Vol. exp 73.21 728.13 566.80 20.24 141.09
D.D. 5.00 HSBC 5.00 5.00
100207 0.00 replaces 100202
DD 5.80 HSBC 5.80 5.80
DD 24.50 ThirtyOne Eight 24.50 24.50
100208 566.80 LL Salary 566.80 566.80
100209 31.05 LL Volunteers Expenses 31.05 31.05
100210 566.80 LL Salary 566.80 566.80
DD 6.50 Chess 6.50 6.50
100211 69.50 Day in the Lakes: coach deposit 69.50
DD 6.20 HSBC 6.20 6.20
DD 12.25 ThirtyOne Eight 12.25 12.25
100212 20.70 LL Volunteers Expenses 20.70 20.70
100213 244.80 Its Your Move Booklets 244.80
100214 40.00 LL Comms 40.00 40.00
DD 5.80 HSBC 5.80 5.80
100215 601.80 LL Salary balance subs CTiC 35.00 566.80 566.80
100216 40.00 LL Ofce Expenses 40.00 40.00
Incorrect allocaton in 2022 78.70 -78.70 -78.70
DD 6.60 HSBC 6.60 6.60
100217 906.80 LL Salary LL Rent 906.80 566.80 340.00
100218 100.00 Donaton to Nourish 100.00
100219 31.05 LL Volunteers Expenses 31.05 31.05
100220 57.36 LL Ofce Expenses 57.36 57.36
DD 12.25 ThirtyOne Eight 12.25 12.25
DD 6.20 HSBC 6.20 6.20
100221 587.50 LL Salary LL Volunteers expenss 587.50 566.80 20.70
100222 625.50 Day in the Lakes: coach 625.50
100223 45.00 Day in the Lakes: Glenridding Hall Hire 45.00
100224 566.80 LL Salary 566.80 566.80
DD 6.20 HSBC 6.20 6.20
Allocaton of bank charges :No of Chqs 13.50 -13.50 -13.50
100225 0.00 Cancelled
100226 566.80 LL Salary 566.80 566.80
DD 6.20 HSBC 6.20 6.20
DD 11.99 CHESS ICT 11.99
100227 0.00 Misc. 0.00
DD 12.25 ThirtyOne Eight 12.25 12.25
DD 101.94 CHESS ICT 101.94
DD 5.80 HSBC 5.80 5.80
DD 145.00 ThirtyOne Eight 145.00 145.00
100228 83.79 LL Comms, LL Vol Expenses 83.79 52.74 31.05
100229 566.80 LL Salary 566.80 566.80
100230 0.00
100231 200.00 LL UK annual fee 200.00 200.00
100232 586.80 LL Salary LL printer costs 586.80 566.80 20.00
100233 45.00 45.00 45.00
DD 11.99 CHESS ICT 11.99
DD 5.40 HSBC 5.40
DD 11.99 11.99
100234 58.85 58.85 38.15 20.70
100235 30.00 LL Comms 30.00 30.00
DD 6.20 6.20
DD 11.99 11.99
9554.09 1551.71 8002.38 0.00 158.55 6234.80 377.25 45.70 354.99 831.09
8002.38

HOUSEHOLD SUPPORT GRANT FROM WESTMORLAND & FURNESS COUNCI

----- Start of picture text -----
2023 £
Income
Nov 22nd 1,500.00
Expenditure
Balance 1,500.00
----- End of picture text -----

LINKING LIVES GRANT from CUMBRIA Community Fund

2023 £ Income Nov 13th 4,841.50 Expenditure

Balance 4,841.50

LINKING LIVES GRANT from Hadfeld Trust ( Rathbone Investment Manage

2023 £ Income Dec 11th 1,300.00

Expenditure

Balance 1,300.00

'.ment

CHURCHES TOGETHER IN PENRITH

LINKING LIVES-PENRITH

Actual v Budget as a
Start uo fee
Laptop
Recruitment
Mobile
Filing Cabinet
Files
Ofce cost
Start up costs to date
t 31st December 2021
Budget
Actual
750
0
750
794
500
415
400
429
2400
1638
200
0
50
0
35
t 31st December 2021
Budget
Actual
750
0
750
794
500
415
400
429
2400
1638
200
0
50
0
35
1638
0
0
35
2650 1673

CHURCHES TOGETHER IN PENRITH

LINKING LIVES-PENRITH

Accounts for the period 1st January 2023 to 31st December 2023
2023
January 1st 2023 Balance b/fwd 9,151.84
Income
Cumbria Community Fund 0.00
Carlisle Abbeyfeld Society Over 55 Community First Fund 0.00
Cumbria County Council 0.00 0.00
Expenditure
DBS: Thirtyone:eight 158.55
Staf costs 6234.80
Insurance: Methodist Insurance 141.09
Rent 340.00
LL UK annual charge ( for 2022 & 2023) 350.00
Ofce 254.51
Comms charges 122.74
Volunteer's Meetng & Expenses 354.99
Bank charges 45.70
8002.38
Balance carried forward at 31st December 2023 1149.46