**REGISTERED CHARITY NUMBER: 1204470** 

## **REPORT OF THE TRUSTEES AND** 

**UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2024** 

## **FOR** 

**THE COASTAL COLLECTIVE** 

Whitehead & Howarth 327 Clifton Drive South Lytham St Annes Lancashire FY8 1HN 



**THE COASTAL COLLECTIVE** 

**REPORT OF THE TRUSTEES for the Year Ended 31 AUGUST 2024** 

The trustees present their report with the financial statements of the charity for the year ended 31 August 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019). 

## **OBJECTIVES AND ACTIVITIES** 

## **Objectives and aims** 

The charity's objects and main principal activity is: 

1.  to advance education for the public benefit in Lytham St. Annes and the surrounding FY8 postcode area by (but without prejudice to the generality of the foregoing): 

a) providing and assisting in the provision of facilities for education of pupils in schools; 

b) the provision of practical and emotional support to those in education and their families; 

2.  the relief of those in need in Lytham St. Annes and the surrounding FY8 postcode area because of youth, ill-health, disability, financial hardship or other disadvantage by (but without prejudice to the generality of the foregoing) the provision of counselling and support to families; and 

3.  the prevention or relief of poverty in Lytham St. Annes and the surrounding FY8 postcode area by (but without prejudice to the generality of the foregoing) providing support to individuals and families in need and/or charities, or other organisations working to prevent or relieve poverty. 

## **Public benefit** 

The trustees consider that the main activities undertaken by the charity to carry out its charitable purposes are for the public benefit and furthermore they consider that they have complied with their duty to have due regard to the commission's public benefit guidance when exercising any powers or duties to which the guidance is relevant. 

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**THE COASTAL COLLECTIVE** 

**REPORT OF THE TRUSTEES for the Year Ended 31 AUGUST 2024** 

## **ACHIEVEMENT AND PERFORMANCE** 

## **Charitable activities** 

There are nine Local Authority funded primary schools in Lytham St Annes and two secondary schools. They have been working together to create The Coastal Collective to support their children and families. 

In order to fulfil its aims and objectives The Coastal Collective provides a number of services to enable family and parent support. This is through behaviour support, emotional literacy support, nurture support, advice, and guidance. 

## Services provided by The Coastal Collective 

## Family Hub 

The Family Hub is based at Heyhouses School in St Annes and provides a range of resources, including infant massage classes, creative space art groups, family drop-in sessions, stay and play sessions and cooking lessons. Its aim is to  bring the community closer together, providing support, help, advice, and guidance to any families in need. The Family Hub works closely with other local organisations who if required can signpost families to specialist support. 

## Two examples of how the Family Hub has helped: 

1. 'R' had hardly been out of her house in 6 years following a mental health crisis. An NHS social prescriber referred 'R' to the creative space art group run by the Family Hub and came along with her for the first week. 'R' now attends frequently on her own. She states the group saved her life and dreads to think where she would be if she had not found the group. 

2. Two mothers with young children attended over a few weeks. They were seeking asylum from Nairobi and the Caribbean. The drop in supplied them with coats, nappies, food and signposted them to Wesley's community café.  While in the hub they formed relationships with others in the community, stating they felt that the isolation they had been feeling had been lifted. 

## Behavioural Support 

The Coastal Collective employs a Behaviour Support Assistant who throughout the year has spent time in all the  primary schools in FY8 to understand the ethos and values of each. This has been beneficial in developing individual positive behavioural plans for children. She has worked with children on both a one-to-one basis and in a group situation delivering interventions dealing with, for example, anger management, self-esteem and self-awareness issues, social skills, and friendships. Interventions are often tailored for individual children based on their needs as identified by  their class teacher. 

One intervention delivered in a group situation is Lego-based therapy. The Special Educational Needs and Disability Co-ordinator (SENDCo) at Heyhouses school made the following comment- 

'Lego therapy sessions have been an integral part of our provision offer in school this year. Sessions have been available to children in years 1-6 throughout the academic year. They have focussed on skills such as turn taking, listening, strategies to manage impulsivity, problem solving as well as developing friendships. Children are always excited to attend groups each week.' 

## Family Link Workers 

The Coastal Collective employs 3 Family Link Workers who provide a variety of services within school and in the local community. They function as a bridge between families and various support services, providing information, advice and practical assistance to families facing challenges. This is achieved for example by parent/carer and community drop-in sessions, messy play or parent and child attachment and bonding sessions. 

Three examples of how the Family Link workers have helped families in FY8- 

1. A Lytham school directed a parent towards the Family Link workers after the Mum had approached their class  teacher feeling very distressed with her child's development. They were able to signpost towards medical diagnosis and support her with this. They also researched an out of school apprenticeship for her 16-year-old son who has additional needs. 

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**THE COASTAL COLLECTIVE** 

## **REPORT OF THE TRUSTEES for the Year Ended 31 AUGUST 2024** 

2. The Family Link workers supported a young mum with a child who had ongoing severe medical needs. The mum had severe anxiety and struggled to mix in company. She was persuaded to come to a First Aid course to support her daughter and to meet other people and fully enjoyed the course. She continues to attend Thursday drop in and Messy Play regularly. 

3. A working lone parent with three children struggled to find time to spend quality time with her older child and was supported to do this in a non-threatening, non-judgemental environment. This has been valuable to the family and has improved their relationships and family time together. 

In addition, The Coastal Collective works in partnership with agencies and specialists including special educational needs and disability (SEND) specialist teachers, speech and language therapists, educational psychologists, psychotherapists, counsellors and autism and ADHD support. 

## Specialist SEND support. 

From April 2024 a Specialist SEND advisor was appointed to collaborate with the Coastal Collective. Their remit was  to undertake an audit of SEND in all schools and to work with the Special Educational Needs Co-ordinators (SENCO's) to formulate action plans across the charity to better support the children and plan for future provision. 

The outcome of these audits was a clear cross-cluster need for extra help with the children in mainstream education  who had Specialist settings named on their Education, Health and Care Plans (EHCP) plans but for whom there were no spaces, or for children whose level of need indicated Specialist setting would be needed in the future, but were  currently in Mainstream placements. Through the work of the specialist advisor an action plan was developed for the training of SENCOs and Support staff in making use of different strategies to work with these children. An innovative approach, the Equals Curriculum was discussed with headteachers and a plan developed to introduce this to schools through alternative provision being organised within each school. The work started in the summer term in several schools with the intention of expanding this to other schools in the Autumn term onwards. 

## PSHE My Happy Mind 

Taught to every child in a school from Early Years through to Year 6, myHappymind is delivered via a technology platform making learning easy and fun. All the concepts taught are based on science and research and grounded in neuroscience and positive psychology. There is support for teacher wellbeing too so all schools using the programme have access to a teacher wellbeing programme. It will also support parents by providing them with a free app to  continue the learning at home. 

The programme was offered to all schools in the Coastal Collective fully funded. Most schools activated training for staff in the summer term of 2024 ready for implementation in the new school year 2024-2025. The scheme offers many exciting opportunities for the children to learn self-help strategies to support their mental health and wellbeing. 

MyHappymind is a universal programme supporting the mental wellbeing of all children, including neurodiverse children. It builds resilience, self-awareness, and positive mental health through adaptable, evidence-based frameworks. Focusing on character strengths, positive relationships, self-regulation and mindfulness, the programme ensures that neurodiverse children can engage at their own pace and benefit from tailored support. Schools are keen to begin full implementation of this scheme. 

## Additional Support 

Through each of the primary schools in the Coastal Collective there has been significant work undertaken both by the staff of the Coastal Collective and through funding from the Coastal Collective allowing schools to target needs within the school. Various projects were organised across all the schools. 

## Sensory Pathways 

Each school received a Sensory Pathway to install within the school to support the sensory needs of SEND children. The pathways have been highly effective, ensuring those children who will benefit from the time are able to regulate themselves by following the circuit. 

The pathways were personalised to each school and there were also special Coastal Collective steps added. This helped to promote the Charity within the school community during this first year of operation. 

## Anaphylaxis Kits and Training 

The provision of Anaphylaxis Kits in all schools was a huge undertaking but once again has had a significant impact ensuring that in an emergency each school had the support it needed to help, providing lifesaving EpiPens. 

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**THE COASTAL COLLECTIVE** 

**REPORT OF THE TRUSTEES for the Year Ended 31 AUGUST 2024** 

The impact of these kits is also important considering all schools have community use at times and so the kits help if any member of the community suffers a reaction on school premises. 

## Impact on schools. 

The impact on all schools of the work of the Coastal Collective has been felt in a variety of ways. 

## 1. Staff 

Teaching and support staff have found the Specialist SEND support and Behaviour leads a source of advice and practical help. The fact that these staff are available for consultation without lengthy waiting times has already had a significant impact. Children are supported in a timely manner and the work undertaken with them is of a high standard which ensures effectiveness. Confidence with the Coastal Collective team is growing among school staff. 

## 2. Pupils 

The children in all schools have received support in a variety of ways from the Behaviour support staff and from the Family Link Workers. They speak warmly of staff who have helped them and have made progress in behaviour,  attitude for learning and emotional resilience. The Coastal Collective has reached many children in the first year of operation; making the difference in terms of attendance and emotional health and well-being. 

## 3. Parents 

Through the Family Hub and the Family Link workers, parents from all schools, have been directly helped by the Coastal Collective. The use of social media to promote the charity has helped publicise the diverse types of support offered. Parents have begun to refer themselves or are simply visiting one of the Drop-in Sessions. The impact is growing termly as more families are given the support they need. 

## **FINANCIAL REVIEW** 

## **Financial position** 

The Coastal Collective (CC) is extremely grateful to The Lytham Schools Foundation (TLSF) who provide the vast majority of its funding, up to £300,000 annually for five years. The CC commenced its activities on 1st September 2023 although its bank account didn't open until February 1st 2024. TLSF kindly paid CC's expenses directly during the period the bank account wasn't open. 

Total income for 2023/24 was £255,957 including £46,189 for the period 1st Sept 2023 to 31st January 2024, while total expenditure was £240,867 including £46,189 for the period 1st Sept 2023 to 31st January 2024. 

The Coastal Collective funds projects that will benefit children and families in all schools in FY8, while also allocating monies to the individual schools to spend within The CC's charitable objectives. 

Throughout the five years covered by funding from TLSF it is planned that grants will be applied for to both reduce reliance on funding from TLSF and for the continuation of The CC after five years. 

## **Principal funding sources** 

The charity is funded mainly by The Lytham Schools Foundation. 

## **Investment policy and objectives** 

The Charity's powers of investment are governed by its articles of association 

## **Reserves policy** 

TLSF transferred £30,000 into the CC's bank account when it opened. Subsequently the CC requested income from TLSF (at TLSF's instruction) to match expenditure. As such the initial transfer of £30,000 was maintained as far as far as possible. Although CC owed money at the end of the financial year, CC knew this would be covered by future income from TLSF. £30,000 represents about 3 months operating expenditure, a level of general, unrestricted reserves the trustees believe is appropriate and prudent to keep. At the year end there were unrestricted funds of £15,090. The trustees are actively managing the charity to return to the £30,000 level. 

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**THE COASTAL COLLECTIVE** 

**REPORT OF THE TRUSTEES for the Year Ended 31 AUGUST 2024** 

## **FUTURE PLANS** 

The Coastal Collective plans for future development are focussed on key areas which are central to our aims and objectives as a charity. 

## SEND support 

Through the work of our Specialist SEND advisor the Coastal Collective is supporting the development of alternative provision within each of our schools. 

In each school the Coastal Collective will help create dedicated teaching space for those children who are unable to access the national curriculum for their age. A range of practical and nurture activities will be offered following the principles of the Equals Curriculum. The alternative provision in these classrooms will be provided by fully trained members of each schools' staff. The specialist resources required will be provided by the charity. 

Training and networking will be facilitated by the Coastal Collective and all staff will have access to advice and help in the implementation of these new rooms. 

## Transition support from Year 6 to Year 7 

The Coastal Collective will provide support for all schools to ensure children in Year 6 are able to make a smoother transition to Secondary School. A programme will be devised offering guidance around key areas of stress and anxiety between Year 6 and 7. 

## Family Hub extension 

Working to extend Family Hub provision in Lytham at the Park View site. Similar services to be offered in Lytham as well as at the St Annes site. 

To maintain the broad range of services at the Family Hubs to include Baby Massage, Family support sessions, Drop-in sessions for advice, Cooking on a Budget groups and Toddler sessions. 

## Art Therapy 

To introduce art therapy for families and children, encouraging a whole family well-being programme. This will be offered in schools and at the Family Hub. 

## MyHappyMind 

To further embed this programme in all schools linked to the Coastal Collective. Support for those experiencing hardship or trauma. 

Through various group activities to support children who are young carers, those with siblings with additional needs and those living with family members experiencing serious medical conditions including cancer. 

## Networking and sharing of good practice. 

To support schools in sharing good practice and ensuring that all children and all schools are able to benefit from resources provided by the charity and from the expertise of the Coastal Collective staff. 

## To forge links within the local community. 

Through the work of the charity to maximise links within the community for financial and practical support.  Promoting the charity both within the schools and within the community at local events. To further strengthen social media profile to reach more families. 

## **STRUCTURE, GOVERNANCE AND MANAGEMENT** 

## **Governing document** 

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity. 

## **Recruitment and appointment of new trustees** 

Trustees are appointed according to its constitution 

## **Key management remuneration** 

The Trustees manage the charity. 

## **Risk management** 

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. 

Page 5 



**THE COASTAL COLLECTIVE** 

**REPORT OF THE TRUSTEES for the Year Ended 31 AUGUST 2024** 

## **REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number** 

1204470 

## **Principal address** 

Heyhouses Endowed C of E School Clarendon Road North Lytham St Annes Lancashire FY8 3EE 

## **Trustees** 

Revd Ann Wood Paul Beverley (appointed 5.9.23) Richard Brown (appointed 5.9.23) John Dixon (appointed 28.6.24) Cate Gili-Ross (appointed 5.9.23) Elizabeth Hodgson Rachel Legge Amanda Wooldridge (appointed 5.9.23) Lindsay Walton (appointed 5.9.23) Glynn Denton (appointed 5.9.23) Natalie Gregan (appointed 5.9.23) Suzanne Thomas 

## **Independent Examiner** 

Candice L Higgins Whitehead & Howarth 327 Clifton Drive South Lytham St Annes Lancashire FY8 1HN ���/)� 

Approved by order of the board of trustees on ............................................. and signed on its behalf by: 


........................................................................ Richard Brown - Trustee 

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**INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE COASTAL COLLECTIVE** 

## **Independent examiner's report to the trustees of The Coastal Collective** 

I report to the charity trustees on my examination of the accounts of The Coastal Collective (the Trust) for the year ended 31 August 2024. 

## **Responsibilities and basis of report** 

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act'). 

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act. 

## **Independent examiner's statement** 

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies. 

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 

1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or 

2. the accounts do not accord with those records; or 

3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set  out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination. 

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. 

�� � �� � 

Candice L Higgins The Institute of Chartered Accountants in England and Wales 

Whitehead & Howarth 327 Clifton Drive South Lytham St Annes Lancashire FY8 1HN 

���/)� Date: ............................................. 

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**THE COASTAL COLLECTIVE** 

**STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 AUGUST 2024** 

|||Unrestricted|
|---|---|---|
|||fund|
||Notes|£|
|**INCOME AND ENDOWMENTS FROM**|||
|Donations and legacies||255,946|
|Investment income|2|11|
|**Total**||255,957|
|**EXPENDITURE ON**|||
|**Charitable activities**|||
|Support activities||208,501|
|Other||32,366|
|**Total**||240,867|
|**NET INCOME**||15,090|
|**TOTAL FUNDS CARRIED FORWARD**||15,090|
||||



The notes form part of these financial statements 

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**THE COASTAL COLLECTIVE** 

**BALANCE SHEET 31 AUGUST 2024** 

|||Unrestricted|
|---|---|---|
|||fund|
||Notes|£|
|**FIXED ASSETS**|||
|Tangible assets|4|8,539|
|**CURRENT ASSETS**|||
|Debtors|5|8,387|
|Cash at bank||27,300|
|**CREDITORS**||35,687|
|Amounts falling due within one year|6|(29,136)|
|**NET CURRENT ASSETS**||6,551|
|**TOTAL ASSETS LESS CURRENT**|||
|**LIABILITIES**||15,090|
|**NET ASSETS**||15,090|
|**FUNDS**|7||
|Unrestricted funds||15,090|
|**TOTAL FUNDS**||15,090|
||||



The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by: ���/)� 

............................................. Richard Brown - Trustee 

The notes form part of these financial statements 

Page 9 



**THE COASTAL COLLECTIVE** 

**NOTES TO THE FINANCIAL STATEMENTS for the Year Ended 31 AUGUST 2024** 

## **1. ACCOUNTING POLICIES** 

## **Basis of preparing the financial statements** 

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention. 

## **Income** 

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. 

## **Expenditure** 

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. 

## **Tangible fixed assets** 

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life. 

Computer equipment - 33% on reducing balance 

## **Taxation** 

The charity is exempt from tax on its charitable activities. 

## **Fund accounting** 

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. 

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. 

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. 

## **Pension costs and other post-retirement benefits** 

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the  Statement of Financial Activities in the period to which they relate. 

## **2. INVESTMENT INCOME** 

£ 

Deposit account interest 

11 

continued... 

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**THE COASTAL COLLECTIVE** 

**NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 AUGUST 2024** 

## **3. TRUSTEES' REMUNERATION AND BENEFITS** 

There were no trustees' remuneration or other benefits for the year ended 31 August 2024. 

## **Trustees' expenses** 

There were no  trustees' expenses paid for the year ended 31 August 2024. 

|**4.**<br>**TANGIBLE FIXED ASSETS**<br>**COST**<br>Additions<br>**DEPRECIATION**<br>Charge for year<br>**NET BOOK VALUE**<br>At 31 August 2024<br>**5.**<br>**DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**<br>Prepayments<br>**6.**<br>**CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**<br>Trade creditors<br>Taxation and social security<br>Other creditors<br>**7.**<br>**MOVEMENT IN FUNDS**<br>**Unrestricted funds**<br>General fund<br>**TOTAL FUNDS**<br>Net movement in funds, included in the above are as follows:<br>Incoming<br>resources<br>£<br>**Unrestricted funds**<br>General fund<br>255,957<br>**TOTAL FUNDS**<br>255,957|Computer<br>equipment<br>£<br>10,574<br>2,035<br>8,539<br>£<br>8,387<br>£<br>25,471<br>1,631<br>2,034<br>29,136<br>Net<br>movement<br>At<br>in funds<br>31.8.24<br>£<br>£<br>15,090<br>15,090<br>15,090<br>15,090<br>Resources<br>Movement<br>expended<br>in funds<br>£<br>£<br>(240,867)<br>15,090<br>(240,867)<br>15,090|
|---|---|



continued... 

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**THE COASTAL COLLECTIVE** 

**NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 31 AUGUST 2024** 

## **8. RELATED PARTY DISCLOSURES** 

There were no related party transactions for the year ended 31 August 2024. 

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**THE COASTAL COLLECTIVE** 

**DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 31 AUGUST 2024** 

£ 

|**INCOME AND ENDOWMENTS**<br>**Donations and legacies**<br>Grants<br>**Investment income**<br>Deposit account interest<br>**Total incoming resources**<br>**EXPENDITURE**<br>**Charitable activities**<br>Wages<br>Pensions<br>Sundries<br>Staff training<br>PoD expenses<br>Service providers<br>Support equipment<br>Support resources<br>Health & welfare<br>Travel expenses<br>Hall hire<br>**Support costs**<br>**Management**<br>Telephone<br>Postage and stationery<br>IT costs<br>Administrative services<br>Depreciation of tangible and heritage assets<br>**Finance**<br>Bank charges<br>**Human resources**<br>Accreditation<br>**Governance costs**<br>Accountancy and legal fees<br>Total resources expended<br>**Net income**|255,946<br>11<br>255,957<br>43,753<br>503<br>1,211<br>2,727<br>2,500<br>95,164<br>36,675<br>8,963<br>12,120<br>326<br>1,980<br>205,922<br>681<br>280<br>1,000<br>21,900<br>2,035<br>25,896<br>35<br>264<br>8,750<br>240,867<br>15,090|
|---|---|



This page does not form part of the statutory financial statements 

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**THE COASTAL COLLECTIVE** 

## **CONTENTS OF THE FINANCIAL STATEMENTS for the Year Ended 31 AUGUST 2024** 

|||**Page**||
|---|---|---|---|
|**Report of the Trustees**|1|to|6|
|**Independent Examiner's Report**||7||
|**Statement of Financial Activities**||8||
|**Balance Sheet**||9||
|**Notes to the Financial Statements**|10|to|12|
|**Detailed Statement of Financial Activities**||13||






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