CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Report to the trusteesl members of Ludlow and Area Community Partnership On accounts for the year ended 3110312025 (period 0610912024 - 3110312025 Charity no ifan 1209916 Set out on pages I report to the trustees on my examination of the accounts of the above charity (he Trust.) for the period ended 3110312025. Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation of basis of report the accounts in accordance with the requirements of the Charities Act 2011 ('the Act"). I report in respect of rny examination of the Trusl's accounts carried oul under section 145 oflhe 2011 Act and in carrying out rny examination. I have followed the applicable Directions given by the Charity Commission under section 14515)(b) of the Act. Independent examiner's I have completed my examination. I confim that no material matters have statement come to my attention other than that disclosed below in connection with the examinalion which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord wilh the accounting records I have no concems and have come across no other matters in connection with the examinalion to which attention should be drawn in order lo enable a proper understanding of the accounts to be reached. Signed: Date: Name: Nicholas Bro FCCA on behalf of Nick Bromle Accountanc Limited Relevant professional qualification{s) or body (if any): ACCA {1776257) Address: 34-35 Butcher Row Shrewsbu Shro shire SY1 1 UW IER October 2018
Give here brief details of any items that the examiner wishes to disclose .
The Charity was formed on 6th September 2024 from an existing community group, and as such the Charity was donated the current account bank balance of £12,312.51. Furthermore, the community group also held a savings account balance which was also donated, although bank statements for 6th September 2024 cannot be obtained the balance would have consisted of £40,000 plus interest.
The Charity has been unable to provide evidence of the closing bank balance at 31 st March 2025 in respect of the savings account, however they have provided proof of the balance at 29th January 2026, being £41,549.10. We have prepared a basic calculation of what the balance could have been as at 29th January 2026 using the latest interest rate paid on the account and the deposited sum, and the difference from our calculations to the live balance is a mere £261.
For the purpose of these accounts the Charity opted to state the savings account balance at 31st March 2025 at £40,000 and will recognise all interest received in the accounts to 31st March 2026 when the balance will be known.
The trustees and chair of the Charity have been very co-operative during our engagement in both providing records of the Charity’s operations, as well as evidence of their identity for AML policy compliance.
2
October 2018
IER
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Ludlow and Area Community Partnership No: 1209916
CC16a
Receipts and payments
accounts
For the period Period start date Period end date
To
from 06/09/2024 31/3/2025
R accounts (SS) 30/01/2026
Section A Receipts and
Unrestr Restricted funds Endowment funds Total funds
payments icte
Total receipts d Last year
fun
A3 Payments ds
Total payments to the to the nearest £ to the nearest £ to the nearest £ to the nearest
nearest £
A1 Receipts Expenses re Ukrainian Refu £ gee support - - 3,535
Net of receipts/(payments) Expenses re Warm Space - - 269
A6 Cash funds last year end A5 Transfers between funds InsuranceDonations re: Dementia Support GrouCharitable Donations - Poppy Appeal - p - - - - - - - 55, 55 8 53820025-
Cash funds this year end Marketin Donations re: Warm Space signage g - -- - -- - 50088-
Section B Statement of Grant re: Warm Space - - - - - - - - 5,000-
assets and liabilities at Donations re: Development of Ludl - ow Hub - - - - - 55, 55 8 - 2,000-
Donation: Opening bank balance from - - - - 12,313-
Community Group Current Account
the end of the period - - -
Donation: Opening bank balance from - - 40,000
Community Group Savings Accoun t - - 4,455
- - -
- - -
- - 60,013
A4 Asset and investment
purchases Sub total , (see table (Gross incom ) e for AR) - - -
- - -
A2 Asset and investment sales, - - -
(see table). - - -
- - -
- - -
- - 4 ,4 55 -
- - 60,013 -
Categories Details
B1 Cash funds Bank account
Savings account
Total cash funds
(agree balances with receipts and payments
account(s))
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Details B2 Other monetary
assets
Details B3 Investment assets
Details B4 Assets retained for
the charity’s own use
Details B5 Liabilities
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Signed by one or two Signature
trustees on behalf of all the
trustees
CCXX R accounts (SS) 4
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UnresRestri Endowment funds
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Date of approval
Erica Garner (Chair) 30/1/26
Print Name
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30/01/2026
Trustees’ Annual Report for the period
From 6[th] September 2024 (incorporation date) Period start date To Period end date 31[st] March 2025
Charity name: Ludlow and Area Community Partnership
Charity registration number: 1209916
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the public benefit, the preservation of good health for people residing in Ludlow and the surrounding areas by providing or assisting in the provision of preventative health screening and support groups, and signposting to relevant services |
| 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 |
The charity operates from a base in Ludlow, Shropshire. We support families who have children with Autism and ADHD We help Ukrainian families settle in the local area, provide advice and support and children's activities Blood pressure monitoring in the community Training as Cancer champions in the community Development of craft activities for children Providing a‘Warm Space’in Ludlow |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have regard to the guidance relating to the importance of public benefit |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment It has been very encouraging to see an
| Contribution made by volunteers |
Para 1.38 | interest that the community has in supporting a new family and community hub. |
|---|---|---|
| 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 | Our aim is to improve access to health care, particularly reaching small pockets of communities who do not normally engage in screening etc, these may be farmers isolated villages and hamlets with little or no transport. Our Autism Support group is so positive for the families and children, who can be just themselves and feel as though they belong. The parents have strong support from a peer network Blood pressure monitoring has identified people with very high Blood Pressure who need to act quickly to identify lifestyle changes and are referred to doctors for a check up Trained Cancer Champions can have knowledgeable conversations with people around signs and symptoms of cancer and the treatments available |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity is in a healthy financial position, and we are looking to ensure that we have a health buffer as a reserve moving into the final six months |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We have a reserves policy to esure that they are held so that we have funding for the key elements of keeping the infrastructure of the charity going for a year if no further funding should be forthcoming |
| Amount of reserves held | Para 1.22 | £20.000 |
| 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 | We have no uncertainty over the charity currently |
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 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Charitable Incorporated Organisation Incorporated |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO Foundation model |
| 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 | Trustees are selected on their skills and attributes, that match the aims and objectives of the charity. We follow the guidance within our Governing document on the appointment of charity trustees |
Additional information (optional) You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Ludlow and Area Community Partnership |
|---|---|
| Other name the charity uses | LACP |
| Registered charity number | 1209916 |
| Charity’s principal address | Ludlow Youth Centre Lower Galdeford Ludlow Shropshire SY8 1RT |
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 (if any) |
|---|---|---|---|---|
| Erica Garner | Chair | From registration 6th September 2024 to date |
||
| Tracey Huffer | From registration 6th September 2024 to date |
|||
| Kate Mansbridge | 2ndOctober 2025 to date | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None 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 Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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) Erica Jane Garner Position (eg Secretary, Chair Chair, etc) Date 30th January 2026