CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 111 April 2024 Period end date Period start date To 318t March 2025 Charity name: Trafford Mencap Charity registration number: 226413 Objectives and Activities SORP TrferQr Summary of the purposes of the charity as sel out in its governing document Paol 17 Tho r•llef of people wlth a learnlng disability in partlcular by the provl3lon of help and support for them and for their families, dependents and car•r$, To provlde or assist In the provl$lon ol facilities for the rècreation or other leisure time occupation lor people who have need thereot by reason of learning disability with the oblect of Improvlng their conditions of life. Learning disability means any dovelopm•ntal dlsability of the mind and any associated condition howsogvor caus•d and whether mlld mod•rat• or s•v•r•. Summary oflhe main activities in relation to those purposes for the public benefit, in particular. the activities, projects or services identified in the accounts. Statement confirming whether the trustees have had regard lo the guidance issued by the Charity Commission on public benefit P4ia 1.17 ar¥J 1.19 The provlslon and maintenance of facilities lor the social welfare of people with a learning disability. Parn118 The Soclety's trustees pay due regard to the Charity Commission's publlc guidance when exerclslng any Poweryd or duties to which guidance Is relovanL Addltlonal Infomiation (optionall You ma choose to include further statements where relevant al)out'. SORP retsren Paia 1.38 Thè society do not make any grants at present. This is subject to review and our 2023 2024 AGM agreed to further explore a grant.qivin olic Policy on grant making Para 1.38 Nla
Policy on social investment including program related investment P•rn 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. 2hryJ per week x 3 le x 48 weeks = 288hrs each Contribution made by volunteers Other Nla Achievements and Performance Evldence suggests the Ilves of Le8rnlng disabled people ¢ontlnues to b• disproportionately affected both through the coronavirus pandemic and economic pressures. By contlnulng to provide and maintain a specialist building, with services operated through our major partnor {Stockdales) we hava been able Io gUPPOrt the provlslon of at least S days per week and evening actlvlty for learnlng dlsabled people. Our building has been used foi both summer and Christmas falrs supportlng both social and fundraising actlvlty. We have ro-instated our Christrnas Party through additional voluntary help. Our operating partner Istockdalèsl has expanded use of building to includ• greater use and gUPPOrt to and by oun eo Summary of the main achievements of the charity. identifying the difference the charity's work has made to Ihe circumstances of its beneficiaries and any wider benefils to society as a whole. P•r8 1.20 Additional inforniatlon (optionall You ma hoose to include further statem8nts where relevant about.. Achievements against objectives set P•r• 1.41 Perfomiance of fundraising activities against objectives set PaTr 1.41
Investment perfomian against objectives Para 1.41 Other Financial Review Review of the charity's financial position al the end of the eriod Slalement explaining the policy for holding reseThes slating why they are held P•r4 1.21 The Soclety contsnues to cover Its operatlonal costs. P•M 1.22 The goclety'$ policy is to malntaln unrestricted funds at a level that equates to at least six months of expenditure in order to meet any i unantlclpated expendilure and to fund building Improvoments ag and when Identifjed. See accounts Nla Amount of reserves held Reasons for holding zero reserves Details of fund materially in dèficit Explanation of any uncertainties about the charity continuing as a going concern Pala t 22 Para 1.22 P•ra 1.24 i Nla P•rn 1.23 Nla Additional inlorniation lopt•onall You may choose lo include further statements where relevant about". Building rental income from principal partner The charity'5 principal sources of funds (including any fundraising) P•r• 1.47 Investment policy and objectives including any social investment policy adopled P•r• 1.46 The principal financial risks facing the society are associated with curtailed room hire and other smaller fundralslng i activity however the greatest risk identified is the age profile of mèmbers and recruitment of volunteers. A description of the principal risks facing the charity Parn146 Other
Structure, Governance and Management Description of ¢hanty's trusts.. Type of governing document '.1.31 -haile1 How is the charity Gonslituted? (e.g unincorporated association. CIO) Trustee selection methods including details of any constilulional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Parn 1.25 Constitution Para 1.25 Unincorporated Para 1 25 The honorary officers (Chair. one or more vice4hairs. 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 Infomiatton {optlonal) You ma choose lo include further statements where relevant aboui.. Policies and procedures adoptéd for the induction and training of Iruslees P•r• 1.$1 The ¢harity's organisational structure and any wider network with which Ihe charity works P•r¥ 1.$1 Thore Is a fonnal wrltten agreement wlth the soclety'g major partner {Stockdale3) Relationship with any related parties Parn 1.51 Other Reference and Administrative details Charity name Other name the charil uses Registered charit numf*r Charily's principal address Trafford Menca Sale and Altrincham Menc2 226413 The Rowans 100, Navigation Road Sale Altrincham
WA141LL Names of the charity truslees who manage the charity D¥t*s •cl•d il not for whol• ¢ar Trustee nam• Office111 any) Name of person lor body) •ntltlgd ttsa int trustee if an Vacant President Chaiman and Truslee Treasurer and Trustee AGM AGM 2024 Mr. E. Lord Mrs H. Bottomley AGM 2024 Mrs H Baker Mrs J Johnslone Exec Member Trustee AGM 2024 AGM 2024 10 12 13 14 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Dire¢tor name rt was approved Name of trustees holding iitle to property belonging to the charity Trustee namè Datss acted if not for whole ear
Funds held as custodian trustees on behalf of others Description of the assets None held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects Nla Details of arrangements for safe custody and segregation of such assets from the charity's own assets Nla Additsonal infonnation (optional) Names and addresses of adviser4 (Optlonal Infomiatlon) Type of Name Address advisèr Name of chief oxocutivo or name$ of senior staff members (Optional inforn)atlonl Exemptions from disclosure Reason for non-dlscl0su of ke rsonnel details Other optional inforniation
The trustees declare that they have approved the trustees. report above. Signed on behalf of the charlty's trustees Signature($) Full namels Position leg Secretary. Chair. etc Date ILt- el D•clar¥tlon¥ Th• tru•t•• d•¢l•v• th•t th•y •pprov•d ¢• ¢nit••' i•port •lN>v•. 81gn•d b•h•ll th• ch•rbty'• tru•tws Full n•m•[•lè4-¥i¥ Po•ltlon1•9 8•¢r•tsry. Ch•lr. O•
CHARITY COMMISSION FOR f NGLANO AND WALES 226413 Receipts and payments accounts CC16a from Section A Receipts and payments Unr•stncl8d funds Rastsictsd funds E{0&t funds Total funds y•ar to Ihk n•ar•st É loll rwwtE toth• nBaTr•t£ tolho nèthrB•t£ tot1 rnQrn81f A1 Recel 382.517 3.184 517 J.184 P*irvJ 67 ARJ )7,•ti labl•). Total r8¢elpts 47.356 4].411 Subts 47J 47.J96 40,41• Sub tot 47,396 47.396 40.418 393.$7 17.49 A6 Cash funds last year WKI T4 361.IU6 378.699 7S8,93 13.33 TT2.272 CCXX R1 actnts ISSI 2211212025
Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment lunds nEarat£ Categories Details B1 Cash fund• Totsl ¢ash funds
>)
lunds Details Fundiu whkh Detsil$ Detsl cha17ty'• ¢r*n u 15,120 Details B5 Liabilities Date of bthalf cl al the Intstees Svjnature CCXX R2 actounts ISSI 22112r2025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinerfs Report Report to the trustwsl members of Trafft)rd Mencap On accounts for the yoar ended 3151 March 2025 Charfty no (if any) 226413 Set out on pag 1to2 I report to the trustees on my examination of the accounts ol the alx)ve Chanty Ilhe Trust.) for the year ended As the chanty trustees of the Trust. you are reswn51ble for the prepaialion R•sponslbllltl•s and of the accounts in accordance with the requirement8 of the Charities Act basis of report 2011 1.the Act"). 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 giv8n by the Charity Commisiion under section 145{5){bl of the Act. I have completed my examination. I confimi that no matèrlal matter8 hav• come to my attention (other than that di$¢lo$ed below ") in connection with the examination which gNes me Cause to believe that in, any material respect. accounting rerdS were nol kept in accordance with section 130 of the Act or the accounts do not accord wrth the accounting records Independent examiner's statement I have no concerns and have come across no othèr matters in connection with the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. Please delete the rds in the brackels if they do nol apply Sign•d: Date: 92 Name: Martin Thomas Mullin Relevant professional qualificationls) or body Ilf any): Address: 3 Renshaw Street Altrincham WA14 1JP Section B Dbsclosure Only complete rf the examiner needs to highlight matters of concem188e CC32, Independent examinats'on of charty accounts". directions and guidance for examiners). IER October 2018
Give here brief details of any items that the examiner wishes to disclose. IER October 2018