
## **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<br>the charity as set out in its<br>governing document|Para 1.17|The object[s] of the CIO [is][are] TO<br>PROMOTE FOR THE PUBLIC BENEFIT<br>THE CONSERVATION, PROTECTION<br>AND IMPROVEMENT OF THE<br>ENVIRONMENT IN LIVERPOOL AND THE<br>SURROUNDING AREA, IN PARTICULAR<br>BUT NOT EXCLUSIVELY BY:<br>(A) THE PROMOTION OF PRACTICAL<br>MEASURES AND ENCOURAGEMENT OF<br>PARTNERSHIPS TO REDUCE LITTER<br>AND IMPROVE THE GENERAL<br>ENVIRONMENT OF THE LOCAL AREA;<br>(B) RAISING THE PUBLIC AWARENESS<br>AND PROVIDING INFORMATION IN<br>MATTERS RELATING TO THE BENEFITS<br>OF LITTER REDUCTION|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|-<br>Organisation of group litter picking<br>events<br>-<br>Creation and maintenance of Penny<br>Lane Community Garden<br>-<br>Removal of graffiti<br>-<br>Reporting of fly tipping|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|Trustees have had regard to the guidance<br>issued by the Charity Commission on public<br>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<br>achievements of the charity,<br>identifying the difference<br>the charity’s work has made<br>to the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|<br>Collection of between 50-100 bags<br>of litter per week across circa 100<br>active volunteers<br><br>Collection/devalving/recylcing of<br>between 20 – 50 NOS per week<br><br>Creation of Penny Lane Community<br>Garden<br><br>Participation in Penny Lane<br>regeneration group|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>Achievements against<br>objectives set|<br>Para 1.41|<br>N/a|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|N/a|
|Investment performance<br>against objectives|Para 1.41|N/a|





Nla
Other

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Balance as of April24 is £721.65|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Minimum reserve of £250 to be held to<br>cover next year’s Trustee Insurance.|
|Amount of reserves held|Para 1.22|£250|
|Reasons for holding zero<br>reserves|Para 1.22|N/a|
|Details of fund materially in<br>deficit|Para 1.24|N/a|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|N/a|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>Sale of devalved NOS cannisters to<br>Nortons Scrap Metal.|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|Funds to be spent on litter picking<br>equipment, Penny Lane Community<br>Garden and other projects which directly<br>improve the immediate locality in which the<br>active Penny Lane Wombles do their litter<br>picking activities.|
|A description of the principal<br>risks facing the charity|Para 1.46|N/a|
|Other||N/a|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||CIO with 6 named Trustees|
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|CIO Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|10. Appointment of charity trustees Option<br>1 (1) Apart from the first charity trustees,<br>every trustee must be appointed [for a term<br>of [three] years] by a resolution passed at a<br>properly convened meeting of the charity<br>trustees. (2) In selecting individuals for<br>appointment as charity trustees, the charity<br>trustees must have regard to the skills,<br>knowledge and experience needed for the<br>effective administration of the CIO.<br>There were no changes to Trustees for the<br>period 01/04/23–31/03/24|



## **Additional information (optional)** 

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

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51|<br>N/a|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|N/a|
|Relationship with any related<br>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<br>LIVERPOOL<br>L18 1HA||
|---|---|---|





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**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|
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– 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|||
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## **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**<br>**adviser**|**Name**<br>**Address**|**Name**<br>**Address**|
|---|---|---|
|N/a|||
||||
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## **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
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IwJriD25
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1ThTr7I2D25 4T
IUJ7r2ts23 Ihlne
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£FP5
4B4
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IUJ7r2ts23 Tr￿￿er
11ITr7I2D25
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acCo￿￿oPL￿￿c￿
£ZQS75
L8PJ54
34 14
L81034
5WI6
634 14
at
Gr*fAi￿rn￿¥
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14*￿024 Cha￿￿$.￿￿1¢ b)xes
s￿16
1754
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4761
61754
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4761
¥$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 

