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2024-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/23 Period start date To

30/03/24 Period end date

Charity name: PENNY LANE WOMBLES

Charity registration number: 1203591

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 The object[s] of the CIO [is][are] TO
PROMOTE FOR THE PUBLIC BENEFIT
THE CONSERVATION, PROTECTION
AND IMPROVEMENT OF THE
ENVIRONMENT IN LIVERPOOL AND THE
SURROUNDING AREA, IN PARTICULAR
BUT NOT EXCLUSIVELY BY:
(A) THE PROMOTION OF PRACTICAL
MEASURES AND ENCOURAGEMENT OF
PARTNERSHIPS TO REDUCE LITTER
AND IMPROVE THE GENERAL
ENVIRONMENT OF THE LOCAL AREA;
(B) RAISING THE PUBLIC AWARENESS
AND PROVIDING INFORMATION IN
MATTERS RELATING TO THE BENEFITS
OF LITTER REDUCTION
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
-
Organisation of group litter picking
events
-
Creation and maintenance of Penny
Lane Community Garden
-
Removal of graffiti
-
Reporting of fly tipping
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 Trustees have had regard to the guidance
issued by the Charity Commission on public
benefit.

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 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
Collection of between 50-100 bags
of litter per week across circa 100
active volunteers

Collection/devalving/recylcing of
between 20 – 50 NOS per week

Creation of Penny Lane Community
Garden

Participation in Penny Lane
regeneration group

Additional information (optional)

You may choose to include further statements where relevant about:


Achievements against
objectives set

Para 1.41

N/a
Performance of fundraising
activities against objectives
set
Para 1.41 N/a
Investment performance
against objectives
Para 1.41 N/a

Nla Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 Balance as of April24 is £721.65
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 Minimum reserve of £250 to be held to
cover next year’s Trustee Insurance.
Amount of reserves held Para 1.22 £250
Reasons for holding zero
reserves
Para 1.22 N/a
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 N/a

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

Sale of devalved NOS cannisters to
Nortons Scrap Metal.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 Funds to be spent on litter picking
equipment, Penny Lane Community
Garden and other projects which directly
improve the immediate locality in which the
active Penny Lane Wombles do their litter
picking activities.
A description of the principal
risks facing the charity
Para 1.46 N/a
Other N/a

Structure, Governance and Management

Description of charity’s
trusts:
CIO with 6 named Trustees
Type of governing document
(trust deed, royal charter)
Para 1.25 CIO 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 10. Appointment of charity trustees Option
1 (1) Apart from the first charity trustees,
every trustee must be appointed [for a term
of [three] years] by a resolution passed at a
properly convened meeting 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.
There were no changes to Trustees for the
period 01/04/23–31/03/24

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

N/a
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51 N/a
Relationship with any related
parties
Para 1.51 N/a
Other

Reference and Administrative details

Charity name Penny Lane Wombles
Other name the charity uses n/a
Registered charity number 1203591
Charity’s principal address 26 STALBRIDGE AVENUE
LIVERPOOL
L18 1HA

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)
Kath Maguire Chair - Trustees
Alix Cunningham Treasurer - Trustees
Gill Rimmer - Trustees
Kat Edwards - Trustees
Robert Loxley - Retired 18/09/24 Trustees
David Worrall - From 18/09/24 Trustees
Paul Knapton - From 18/09/24 Trustees

– 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 N/a held in this capacity

Name and objects of the N/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for N/a 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

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/a

Other optional information

Financial Account for period 01104123 - 31103124 Penny La￿ Womblès Account El￿wvLW IwJriD25 ITMr2ts23 STWF 1ThTr7I2D25 4T IUJ7r2ts23 Ihlne PLWCQDP £FP5 4B4 LA1 9B kw5 IUJ7r2ts23 Tr￿￿er 11ITr7I2D25 •&b]9r2tr23 acCo￿￿oPL￿￿c￿ £ZQS75 L8PJ54 34 14 L81034 5WI6 634 14 at GrfAi￿rn￿¥ l&b]9r2ts23 I￿2￿23 f3bf￿fftty I￿11r&￿2> cDf￿1 ZfyTr1I2D24 h¢>F￿￿_￿¢S I&WJ2ts24 M#areb3te 14*￿024 Cha￿￿$.￿￿1¢ b)xes s￿16 1754 E561 fj1 4761 61754 I￿P3 T heslty•wO> 4761 ¥$r¢￿$f￿ty￿$￿St¢k¥s tT71 tT21

Declarations

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) ALIX CUNNINGHAM

Position (eg Secretary, TREASURER Chair, etc)

Date 25/09/24