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2023-03-31-accounts

CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 1st April 2022 Period end date Period start dato To31•t March 2023 Charity name: Trafford Mencap Charity registration number: 226413 Objectives and Activities Summary of the purposes of the charity as set OLrt in its governing document P•v•7.17 The relief ol poople with a learning disabillty in particular by the provision of help and support for them and for their famllies, dependents and carers. To provide or assist in the provision of facilities for the recreation or other leisure time occupatlon for people who have need thereof by reason of learning disability with the object of improving their conditions of Ilfe. Learning disability means any developmental disability of the mlnd and any associated conditlon howsoever caused and whether mild, moderate or sevore. Summary of the main activrties in relation to those purposes for the public benefit, in particular, the activities, projects or servi￿$ identified in the accounts. Statement confimiing whether the trustees have had regard to the guidance issued by Ihe Charity Commission on public benefit Para 1.17arwJ The provlslon and malntenance of facilities for the social welfare of people with a leaming disabllity. Para 1.18 The Society's trustees pay due regard to the Charity Commission's public guidanco when exercising any powers or duties to which guidance is relevanL Addltlonal inforniallon (optionall You ma choose to include further ststements where relevant about: Parn 1.38 Policy on grant making Tho society do not make any grants at present Nla Policy on social investment includin ram related Pw• 1.38

investment Parn 1.38 The society Is fully dependent on its volunteers and their contributions to ensure both the administration of the society and the care of the buildings and grounds. Voluntary contributions equate ' to approx. 2hrs per week x 3 people x 48 I weeks = 288hrs each ear. Contribution made by volunteers Other Achievements and Perfornlance Evidence suggests the Ilves of Learning , dlsabled people have been disproportionately affected both through the coronavirus pandemic and economlc ownturn. By continuing to provide and maintain a specialist building, with services operated through our major partner (Stockdales) have been able to support the provision of at least 5 days i per week and evening activity for learning disabled people. Our building has been used for both summer and Christmas fairs supporting both gocial and fundraising activity. Summary of the main achievements of the charity, identifying the differen￿ the charrty's work has made to the circumstances of ils beneficiaries and any wider benefits to society as a whole. Para 1.20 Additional inforniatlon loptionall You ma ¢hoose to include further statements where relevant about". Achievements against objectives set Para 1.41 Perfomance of fundraising activities against objectives set P•r• 1.41 Investrnent perfomance against objectives Pw• 1.41

Financial Review Review of the charity's financial position at the end of the riod Statement explaining the policy for holding reserves stating why they are held Pala 1.21 The Society contlnu&8 to cover Its operational costs. P•rB 1.22 The society's policy Is to maintain unrestricted funds at a level that oquates to at least six months of expenditure in order to meet any unanticipated expenditure and to fund building rovements as and when Identified. See accounts Nla Amount of reserves held Reasons for holding zero reserves Oetails of fund materially in deficit Explanalion of any uncertainties about the charity continuing as a going concern P*a 1.22 P•rn 1.22 Parn 1.24 Pgra 1.23 Wa Additional infomiatlon loptional) You ma choose to include further statements where relevant about: Building rental income from principal partner The charity's principal soUr￿S of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted P•rn 1.46 The principal financial risks facing the society are associated with curtailed room hire and othor smaller fundraising activity however the grèatest risk identified is the age profile of memberg and recruitment of volunteers. A description of the princFpal risks facing the charity P•• 1.48 Other

Structure. Governance and Management Description of charity's trusts.. Type of goveming document trust rjeed, ro, charter How is the charity constituted? le g u., Ii'.¢orwrated association. CIO Trustee selection methc4Js including details of any conslitutional provisions e.g. election to post or name of any person or body entitkd to appoint one or more trustees Par8 1.25 Constitution P•r¥ 1.25 Unincorporatsd Por¥ 1.25 The honorary officers (Chair, one or more vice<hairs, a treasurer and secretary and other such officers as the society may decide) together wlth up to 9 trustees are appointed at the annual general meeting. Addltlonal Infomialion (optional) You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees pa￿ 1.51 The charity's organisational structure and any wider network with which the charity Works P•rn 1.51 There Is a fomial written agreement wlth the society's malor partner (Stockdales) Relalionship with any related parties Para 1_51 Other Reference and Administrative details Charit name Other name the cha uses istered charit number Charity's principal address Trafford Menca Sale and Altnncham Menca 226413 The Rowans 100, Navigation Road Sale Attrincham WA141 LL

Names of the charity trustses who manage the charity Trust•• nam• Offi¢• {If any) Dats• aeted If not for who President Chairman Trustee Treasurer Exec Member Name of ￿r¥On lor body) entltled int twsts• ifan Vacant AGM Mr. E. Lord Mrs D. Crichton Mrs H. Bottomley Mrs H Baker AGM AGM AGM AGM 10 12 13 14 15 16 17 18 19 20 orate trustees - names of the directors at the date the re rDirector nam• rtwasa roved Name of trustees holding title to property belonging to the chartty Tw$te• name Dte• ac1￿ if not for Tholg •ar

Funds held as custodian trustees on behalf of others Description of the assets None held in this capacity Name and objects of the charity on whose behaff the assets are held and how this falls within the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Nla Additional Inforniatlon (optlonall Names and addresses of advisers (Optional inforniation Type of Nomo Address adviser Name of chief executive or names of senior staff members (Optional infomiation) Exemptions from disclosure Reason for non4isclosure of ke rsonnel details Other o tional infomiation

Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's trusteos Signaturels Full namels) Positlon (eg Secretary, Chair, etc) Date

Trafford Mencap 226413 Receipts and payments accounts CC16a For the period 01/04/2022 31/03/2023 To from

Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
2,043
-
-
50,400
-
-
-
-
52,443
-
-
-
52,443
27,695
-
-
-
-
-
-
-
-
27,695
-
-
-
27,695
24,748
-
324,958
349,706		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
11,850
11,850		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
2,043
-
-
50,400
-
-
-
-
52,443
-
-
-
52,443
27,695
-
-
-
-
-
-
-
-
27,695
-
-
-
27,695
24,748
-
336,808
361,556		 Last year
to the nearest £
Donations 2,043 103,087
Fundraising - -
Parking - 68
Workshops and Room Hire 50,400 50,400
Miscellaneous - 10,249
- -
- -
- -
Sub total(Gross income for
AR)		 52,443 163,804
A2 Asset and investment sales,
(see table).
-
-
 -
~~Sub total~~ - -
Total receipts
A3 Payments
163,804
Charitable Activities 27,695 35,185
- -
- -
- -
- -
- -
- -
- -
- -
**Sub total ** 27,695 35,185
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
35,185
24,748 - - 24,748 128,619
- - - - -
324,958 11,850 - 336,808 207,839
349,706 11,850 - 361,556 336,458

CCXX R1 accounts (SS)

12/12/2023

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Balance at Bank
Petty Cash
Details
Details
Leasehold Land and Property
Fixtures Fittings and Equipment
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
349,706
11,500
-
-
-
349,706
11,500
OK
Agreement Error
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Unrestricted
-
Unrestricted
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
244,222
15,120
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

12/12/2023

2

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Trafford Mencap

On accounts for the year 31[st] March 2023 Charity no 226413 ended (if any) Set out on pages 1 and 2 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY .

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

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

Signed: Name: Martin Mullin Relevant professional qualification(s) or body (if any): Address: 3 Renshaw Street Altrincham WA14 1JP

Date: 12[th] December 2023

October 2018

1

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

2

IER