2024-03-31-accounts

Trustees’ Annual Report for the period

From 1[st] April 2023 Period start date To 31[st] March 2024 Period end date

Charity name: Trafford Mencap

Charity registration number: 226413

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The relief of people with a learning disability in particular by the provision of help and support for them and for their families, dependents and carers. To provide or assist in the provision of facilities for the recreation or other leisure time occupation for people who have need thereof by reason of learning disability with the object of improving their conditions of life. Learning disability means any developmental disability of the mind and any associated condition howsoever caused and whether mild, moderate or severe.
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 provision and maintenance of facilities for the social welfare of people with a learning disability.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Society’s trustees pay due regard to the Charity Commission’s public guidance when exercising any powers or duties to which guidance is relevant.

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

	SORP reference
Policy on grant making	Para 1.38	The society do not make any grants at present. This is subject to review.
Policy on social investment	Para 1.38	N/a

including program related investment
Contribution made by volunteers	Para 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 weeks= 288hrs each year.
Other		N/a

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	Evidence suggests the lives of Learning disabled people continues to be disproportionately affected both through the coronavirus pandemic and economic pressures. By continuing to provide and maintain a specialist building, with services operated through our major partner (Stockdales) we have been able to support the provision of at least 5 days per week and evening activity for learning disabled people. Our building has been used for both summer and Christmas fairs supporting both social and fundraising activity. We have re-instated our Christmas Party through additional voluntary help.

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

Review of the charity’s financial position at the end of the period	Para 1.21	The Society continues to cover its operational costs.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The society’s policy is to maintain unrestricted funds at a level that equates to at least six months of expenditure in order to meet any unanticipated expenditure and to fund building improvements as and when identified.
Amount of reserves held	Para 1.22	See accounts
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	N/a

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	Building rental income from principal partner
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46	The principal financial risks facing the society are associated with curtailed room hire and other smaller fundraising activity however the greatest risk identified is the age profile of members and recruitment of volunteers.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated
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	The honorary officers (Chair, one or more vice-chairs, a treasurer and secretary and other such officers as the society may decide) together with up to 9 trustees are appointed at the annual general meeting.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51	There is a formal written agreement with the society’s major partner (Stockdales)
Other

Reference and Administrative details

Charity name	Trafford Mencap
Other name the charity uses	Sale and Altrincham Mencap
Registered charity number	226413
Charity’s principal address	The Rowans 100, Navigation Road Sale Altrincham WA141LL

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 (ifany)
	Vacant	President		AGM
	Mr. E. Lord	Chairman		AGM
	Mrs D. Crichton	Trustee		AGM
	Mrs H. Bottomley	Treasurer		AGM
	Mrs H Baker	Exec Member		AGM 2023
	Mrs J Johnstone	Exec Member		AGM 2023

– 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 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 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

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s)

Position (eg Secretary, Chair, etc)

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CHARITY COMMISSION FOR ENGLANO AWO WALES Tranorf 11oncap 226413 Receipts and payments accounts CC16a Forthe peri+Jd from 0110412023 3110YZ024 To Section A Receipts and payments Unre51ricted fund Restrictèd lunds Totsl funds yoDI tothg tQlh•npamtÉ tothe w•rgst£ A1 Recelpts lJ11 1043 Pafkiry 55.KPJ AR) s7.gtf 44> Asset a see tablEI. .418 Sub 40.418 40.418 A4 Asset and In￿lm•nI 880 tyble Sub tot 40.418 40.418 27,6•6 Net olrec8iW&fpaNmwts) 17.49 17.49 741 A6 ftsnds Last yearend Cash thls yo•r8nd 366.849 13,33 3UO,108 CCXX R1 Issi 1611212024

Section B Statement of assets and liabilities at the end of the period Unre51ricte funds Restricted lun Eiidowmeni fun fo nAartttÉ to B1 Cash fund 367.199 Totsl c8sh luftds 367.199 11,9)0 ij Unrestricted Restrf¢t•d fundB EndoThent lund¥ Detolls to noats•t£ ¢Owhl¢h •setbe Cwr•niva D*tai1s Fund Curren1￿ 84 Assets r¢tain9d fortho charlty's own us• Fithres IS.120 Fund t4 Details B5 ￿a￿lItI Sb3n&1 by Oneu￿ trustses bBhal of all the liustees SYJnature Print Natne Dale of OY81 NQS C v4 ao I (0d￿-1 CCU P2 awJunts ISSI 1e112r2024

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts SÈ¢tlon A Independent Exarniner's Repgrt Rtport to the trusteesl members of T¥afford Mencap On a¢¢oynts for the year onded 31# March 2024 ¢hoYlty no Irf any) 226413 Sol out on pag8$ I rew)rt to Ihe tnJst88S on my trxaminatk)n of the a¢coun¢s of the at￿ve charity TNst"I for the year ended R05pon51bllltles and As the charity trustees of th8 Trust, you are r8sponsib18 for the preparation ba¥1¥ of report of the attounts in a¢wdance with th8 T8quif8tnents ofthe Charities Act 20111.the Act'l. I report in ￿SPeCt of my examinabon of the Trust'$ accounts carried out utKler seGlion 145 of the 2011 Act and in carying out my examination, I have followed the applie2bl8 Directions given by th8 Charity Comtnission under section 14515llbl of the Act. I have cornpleted ffly exarninaiion. I confim) that no materia5 matters have Come to my attention (other than that disclosed below'l in connection wth the examinatKJn which gives me r3U58 to be5ieve that in. any rnaterial re$p8¢t'. accounting records were not kept in at￿rdance with Section 130 of the Act or th8 accounts do not a¢c(*d with the accounting reeords Independent oxaminerfs staternont I have no wncems and have com8 across no other rnattets in ConneCt￿Th th the eXaminat￿n to which attention should be drawn In order lo enab￿ a proper understanding of the account5 lo be rea¢he(l. ' PI88S8 d8let& Ihe words i Ihe brackels rtlhey do notapply. Slgned.. Dat•: 1611212024 Name.. Martin mas Mullin Relevant professional quallflcationlsl or body Irf any).. Addr•s$.' 3 Renshaw Streel lrincham WA14 1JP IER Octob•r 2018

Section B Disclosure Only Complete rf the exarniner needs to highlight matters of concem (see CC32. Independent èxamination of charity accounts." directions anrt guidance for examiners). Glyo h•ro brief detalls of any items that the examinerwishos to isc105e. IER Octob•r 201