## **Trustees Annual Report**
## **The Linacre Trust**
**Reporting period:** 20/09/2024 – 31/03/2025
## **1. Objectives and Activities**
The Linacre Trust was established to promote social inclusion and improve the conditions of life for residents of Bootle, particularly those experiencing social isolation. The charity seeks to achieve its objectives by providing accessible, community-based activities that support wellbeing, connection and participation.
During the reporting period we have focused on delivering small-scale, targeted activities that responded directly to local need, whilst establishing the charity’s foundations and community presence.
## **2. Public Benefit**
The Trustees confirm that they have complied with their duty to have due regard to the Charity Commission’s guidance on public benefit. All activities delivered during the period were open to local residents and designed to reduce social isolation, improve wellbeing and encourage community connection.
## **3. Activities and Achievements**
During the period 20 September 2024 to 31 March 2025, The Linacre Trust delivered the following activities:
## **Men’s Lunch Club:**
The charity delivered 8 Men’s Lunch Club sessions, engaging with 15 men from the local community. These sessions provided a safe, welcoming space for men to come together, share a meal and build social connections. The project aimed to reduce loneliness and support mental wellbeing among men who may otherwise be socially isolated.
## **Community Gardening Sessions:**
The charity delivered 2 community gardening sessions, engaging with 6 local residents. These sessions encouraged participation in shared outdoor activity, promoted physical and mental wellbeing and supported community pride through collective use of local space.
These activities demonstrated clear demand within the community and helped the Trustees to better understand local needs and future service priorities.
## **4. Volunteers**
The Linacre Trust was supported by 3 volunteers during the reporting period. Volunteers played an important role in supporting the delivery of activities and helping the charity establish its early operations. The Trustees recognise the valuable contribution of volunteers and intend to continue developing volunteer involvement as the charity grows.
## **5. Financial Review**
_During the reporting period from 20 September 2024 to 31 March 2025, the charity received a total income of_ £186 _, comprising_ £145 in donations _and_ £41 from Men’s Lunch Club subscriptions _._
Total expenditure for the period was £76.57, which was spent entirely on refreshments to support the delivery of the Men’s Lunch Club and community activities.
At the end of the reporting period, the charity held a modest surplus, which will be carried forward to support the continuation and development of activities in the next financial period. The Trustees consider the charity’s financial position to be appropriate to its scale of operation during this initial period and have ensured that funds were used prudently and in line with the charity’s objectives.
## **6. Structure, Governance and Management**
The Linacre Trust is governed by its Trustees, who are responsible for the overall direction, governance, and financial oversight of the charity. Trustees met as required during the period to ensure that activities were aligned with the charity’s objectives and that the charity met its legal and regulatory responsibilities.
## **7. Plans for the Future**
Building on the progress made during this initial period, the Trustees plan to expand the charity’s activities in future years, including increasing the number of lunch club sessions and developing additional inclusive community activities in response to local need. The Trustees will also seek funding to strengthen capacity, support volunteers and ensure the long-term sustainability of the charity.
**The Linacre Trust Accounts: Sep 2024 – March 2025**
||**The Linacre Trust Accounts: Sep 2024 – March 2025**||
|---|---|---|
|**Date**
02-Jan
13-Jan
21-Jan
27-Jan
4-Feb
11-Feb
18-Feb
04-Mar
11-Mar
18-Mar|**INCOME**|**EXPENDITURE**
**Unrestricted**
**Mens**
**Core**
**Lunch**
**Paid To**
**Method**
**Ref**
**QB Description**
**Amount**
Lidl
Cash
1
Refreshments
£ 14.56
£14.56
Aden Gulf News
Cash
2
Refreshments
£ 5.78
£5.78
Lidl
Cash
3
Refreshments
£ 11.79
£11.79
Lidl
Cash
4
Refreshments
£ 11.29 £2.42
£8.87
Lidl
Cash
5
Refreshments
£ 8.94 £8.94
Aden Gulf News
Cash
6
Refreshments
£ 5.78 £5.78
ASDA
Cash
7
Refreshments
£ 4.50 £4.50
Aden Gulf News
Cash
8
Refreshments
£ 1.00 £1.00
Lidl
Cash
9
Refreshments
£ 7.95 £7.95
Lidl
Cash
10
Refreshments
£ 4.98 £4.98
£ 76.57 £ 35.57 £ 41.00 £ - £ - £ - £ - £76.57
Bal B/Fwd
£0.00
£0.00
£ - £ - £ - £ - 0
Income
£145.00
£41.00
£186.00
Expenditure
£ 35.57 £ 41.00 £0.00
£0.00
£0.00
£0.00
£76.57
Balance
£109.43
£0.00
£-£-£-
£0.00£109.43|
||**Description**
**Ref**
**Amount**
**Sales**
**Donations**
**Grants**
**Other Allocated to:**
**Date**
**Project**
**Description**
Opening Balance 20/9/2024
£ -
15-Jan
Men’s Lunch
Refreshments
21-Jan
Men’s Lunch
Refreshments
Personal Donation
A
Donation
£ 10.00
£ 10.00
**Unrestricted Core**
27-Jan
Men’s Lunch
Refreshments
Personal Donation
B
Donation
£ 135.00
£ 135.00
**Unrestricted Core**
4-Feb
Men’s Lunch
Refreshments
Men’s Lunch Subscription
C
Sales
£ 7.00
£ 7.00
**Men’s Lunch**
11-Feb
Men’s Lunch
Refreshments
Men’s Lunch Subscription
D
Sales
£ 8.00
£ 8.00
**Men’s Lunch**
18-Feb
Men’s Lunch
Refreshments
Men’s Lunch Subscription
E
Sales
£ 4.00
£ 4.00
**Men’s Lunch**
04-Mar
Men’s Lunch
Refreshments
Men’s Lunch Subscription
F
Sales
£ 4.00
£ 4.00
**Men’s Lunch**
04-Mar
Men’s Lunch
Refreshments
Men’s Lunch Subscription
G
Sales
£ 5.00
£ 5.00
**Men’s Lunch**
11-Mar
Men’s Lunch
Refreshments
Men’s Lunch Subscription
H
Sales
£ 4.00
£ 4.00
**Men’s Lunch**
18-Mar
Men’s Lunch
Refreshments
Men’s Lunch Subscription
I
Sales
£ 3.00
£ 3.00
**Men’s Lunch**
Men’s Lunch Subscription
J
Sales
£ 6.00
£ 6.00
**Men’s Lunch**
Total Income thisperiod
£ 186.00
Total credit
£ 186.00
Total expenditure
£ 76.57
Total
£ 109.43
**Quickbooks**
**Description**
**Reimbursed**
**Expenses**||