## **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
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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)** **----- Start of picture text -----**
Date
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Daelaratlons The tru•t••& d•Gl•r• that h•v* &pprovod the trustee•. r•p¢>rt *bovo. Sl9n•d on ￿half of the charlty's trustgw4J Signaturg111 Full nAmelsl PO*l￿on {09 Secretary. Ch4lr. ets) D4t• I,10a￿ 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 Endo*Thent 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