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 ElwvLW IwJriD25 ITMr2ts23 STWF 1ThTr7I2D25 4T IUJ7r2ts23 Ihlne PLWCQDP £FP5 4B4 LA1 9B kw5 IUJ7r2ts23 Trer 11ITr7I2D25 •&b]9r2tr23 acCooPLc £ZQS75 L8PJ54 34 14 L81034 5WI6 634 14 at GrfAirn¥ l&b]9r2ts23 I223 f3bffftty I11r&2> cDf1 ZfyTr1I2D24 h¢>F_¢S I&WJ2ts24 M#areb3te 14*024 Cha$.1¢ b)xes s16 1754 E561 fj1 4761 61754 IP3 T heslty•wO> 4761 ¥$r¢$fty$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