Annual re ortA ril 2023 ril 2024 The Callister Trust Charit no: 520017 Contact address: 29, Grafton Street, Prenton CH43 4UJ Trustees: Catherine Warren, Allan Brame, Melanie Routledge, Laura Penn, Mary O Neill Introduction The charit¢s purposes are 'for the welfare of girls and women in Birkenhead, and derive from a declaration of trust within a conveyance dated April 20tn 1925. The charity owns a property in Argyle Street, Birkenhead tenanted by Wirral Children and Young People's department. The lease was renewed in March 2023 for a further four years. The Charity also owns a half acre garden in Slatey Road, Birkenhead which had been boarded up and neglected for 15 years up until the appointment of new trustees in 2018. The plan for April 2023/24 was to contlnue developing and restoring the Garden, to expand the use of the Garden for community activities, to continue following the funding plan for the new Pavilion and to identify appropriate grant applications. The public benefit of the charity is as stated in the introduction. The Trustees have complied with their duty to have due regard to the Charity Commission's policy on public benefit. The trustees do not at present have a policy on reserves. In January 2024 the RBS bank account was closed and 3 new account opened with the Co- operative bank in the name of The Callister Trust. l. Tasks lanned for 2023 24 The main tasks for 2023124 were: l. To continue the clearing and restoration of the garden for its use for the purposes of the charity. 2. To continue to work with a local architect on developing a detailed cost plan for the 'Pavilion' and to develop the funding plan and to identify potential grants sources. If successful with grant applications to go out to tender and identify most suitable contractor for the building of the Pavilion in time for the charit¢s centenary in 2025. 3. To expand the Callister Garden local volunteers and to encourage local refugees and asylum seekers to join the volunteers on a regular basis. 4. To work with local community groups to run small events to further the purposes of the charity. 5. To apply for local grants for community activities in the Garden and to continue to work in partnership with other local organisations. 6. To develop the 'hops' project working with Make Hamilton Square, local growers and Brimstage brewery.
- The Pavilion The trustees continued to work on the fundraising plan to bring thi5 projett to fruition offering an indoor space to support the work of the charity, offer modern, accessible facilities and enable the Garden to be used all the year round. A Just Giving platform was established for individual donations and donations were received at events held in the Garden including Heritage Open Day, September 2023. An online consultation about the Pavilion in July 2023 received over a hundred very positive responses and letters of support from other local community organisations and charities were received by the trustees. In August 2023 the trustees received the news that they had been successful in their application to Veolia environmental trust for a large grant towards the Pavilion. This meant that the project could go ahead. Further meetings were held with the local architects and documents were prepared by them to go out to tender to local and regional contrattors.
- Activities a. Women's worksho s - a Spring women's wellbeing workshop was well attended and very positive feedback was received. Three further workshops 'Plants for Wellness, were held in the summer and autumn and creative workshops- willow weaving and soap caniing were also offered. They aroused great interest. These workshops were run in collaboration with Grow- Wellbeing CIC and local artists. b. Weekl readin rou makes it possible. This continues to be held outdoors as long as weather enDa s and ublic access: This year those that live in the neighbourhood have been encouraged to make use of the garden. The Garden is now open for volunteers every Wednesday and Saturday and 15 open to the general public every Saturday. A 'twilight' gardening session was held during Spring/Summer 23124 to encourage volunteers who were working in the day time. The Garden received the help of over 25 members of the local community as part of Yhe Big Help Out, and over 100 visitors came to the Garden as part of the 'Oxton Secret Gardens, event. Heritage open day was attended by over 200 people with live music, refreshments and other activities. d. Gardenin ro ramme with local refu ees and As lum seekers: This gardening programme funded by Wirral Refugee resettlement programmes 'Bridging Communities, project continued. Regular gardening sessions were offered to refugees/asylum seekers through local organisation, Heart for Refugees. A family woodland day were also well attended. 12 of those who have attended the sessions have become regular garden volunteers. e. EsSENtial earl ears: In March 2023 we received some new and our youngest regular visitors. We were approached by EsSENtial early years, a nursery ten minutes walk from the Garden about using the garden for forest school activities for their children all of whom have complex learning difficulties or other specific educational needs. They are the only special needs nursery on the Wirral. It has
been a delight to see the children enjoying and learning in the outdoors and to see their excitement and enthusiasm as they arrive. f. The trustees continued to develo links with local or anisations: GROW - Wellbeing CIC delivered woodland and wellbeing workshops. Wirral Environmental Network delivered gardening sessions. Members from Spider {Recovery project) continue to grow vegetables in a designated area in the Garden. EsSENtial early years have delivered forest school sessions for their children twice a week. Heart for Refugees have participated in gardening and family outdoor activities. Local community groups have used the Garden for outdoor events. 4. RHS North West in Bloom: The Callister Garden was visited by the judges from RHS North West in Bloom in July 2023 and were awarded an 'outstanding' certificate. The feedback was very useful and has informed work in the Garden going forward. Conclusion The Garden has continued to develop and flourish during the year April 2023 - 2024 thanks to the work and dedication of the volunteers and the support and enthusiasm of the local community. The work of the volunteers continues to improve both the appearance of the Garden, the variety of plants and encouragement of biodiversity. Opening to the public on Saturday mornings has brought local visitors and those from further afield and also added to our volunteers. The Wellbeing, woodland and creative workshops have continued to be very well received and a grant from CVF renewal fund and Wirral neighbourhood Fund saw them continue during 2023. The income from the property in Argyle Street ensures maintenance costs for the garden. The trustees were delighted to receive capital grants from Veolia Environmental Trust, Hubbub (Nature Hubs) and the Garfield Weston Foundation which will ensure that the build of the Pavilion will go ahead and they have continued fund raising towards Other costs of the new Pavilion. The trustees thank all the volunteers for their hard work and thank community groups and local people for their support and enthusiasm. This report was approved by the Trustees at their annual meeting on 11 /12 24 and it was agreed that the Chairperson should sign on their behalf.
CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the period from Section A Receipts and payments Unrestricted lunds R¢stricted funds Endowment funds Tolal funds Last year to th• n••r•Jt t• th• n••r•st e t• th• n•4r•st £ to lh• n•ar•st £ toth• n•ar•st £ A1 Receipts Rent Pavilion Fund Donations other Donations Bridging Communities Grant CVF Renewal Fund Grant WBC Plants For W811ness Grant Garfeld Weston Pavilion Grant Historic Gift Aid Clairn ross Income AR) 10.346 10,346 6.597 14,000 2,391 6.597 6,260 3.600 250 10,000 3.656 250 10,000 3,668 or 10,348 20,503 30,849 26,241 ss (see table). Inves mèn sa rotal receipts 30.849 A3Pa ments Consultants Fees Garden Matorials Gardon Work Non-capital WBC P5ant5 For Wellnèss Grant Spond Bridging Communities Grant Spend Publicity Open Day Costs Fundraising Platforrn Fggs Insurance Planning Fe95 Utilits'e5 CVF Renewal Fund Spend Joint Fundraising Transfer to Make CIC Othèr Fees 8,820 174 126 B,820 174 126 260 2,139 1,738 874 420 250 2,139 1,869 1,738 94 180 94 216 282 216 216 3,626 750 750 12 14,498 12 11.359 Sub total 3.139 7.180 A4 A55et and investment urchases see table Sub total Total payments 11.359 3,139 14,498 7,180 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 1.013 108,098 17.364 108,098 16,361 19,061 4,469 146,944 161,414 135,063 CCKX R1 accounts ISS) 1710712024
Section B Statement of assets and liabilities at the end of the period Unrestri¢ted funds t• n•ar•$t£ Restricted funds ta nreSt £ Endowment funds tg nerest £ Categories Details B1 Cash funds Total held by Callistsr Trust 4.469 146,944 Total cash funds 4,469 146,944 lagree baLCesl receipts ark1 payments arOtI$ll Unrestri¢tsd funds to n•ar•$t£ Restrictsd lunds to n•ar•st £ Endowment funds to n•t £ Details 82 Oth•r mon•tary gss•ts Fund to whloh •ss•t b•lon Th• C115st•r Trust Curr•nt lu• Ivnal Dotails 19 Ar9ylg Strèèt C•8t ltsptlonl} B3 Inv•stm•nt •ss•ts Fund to whl¢h aB8•t b•lort The Callistèr Trust Curr•nt valu• on•1 Details 34A Slatèy Road C•st l•ptl•nl) 84 Ass•ts r•taln•d for th• oharlty's own us• Fund to whlch r•lt•s Amount du• on• Wh•n du• tlon•l Details 86 Liabiliti•s Signed by one or bmo trustee5 on behalf of all the trustees nature Print Name Oate of roval CCXX R2 aonts {SS) 1710712024
Independent examinerfs report to the trustees of Callister Trust I report to the trustees on my examination of the accounts of the Callister Trust (the trust) for the year ended March 2024. Responsibilities and basis of report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {'the Act'l. 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 all the applicable Directlons given by the Charity Commission under section 14515llb} of the Act. Independent examinerfs statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be ched. Signed: Name.. Ja ard (Music administrator running own business for 30 years) Address: 60 Shrewsbury Road, Oxton CH43 2HY Date: 17 January 2025