We publish a one-page plain-English summary for donors and beneficiaries each November, and a full Statement of Recommended Practice ("SORP") report with full accounts. Both are independently examined by the appointed independent examiner of Hamilton Square, Birkenhead.
Our 2024–25 trustees' report covers the period 1 April 2024 to 31 March 2025. Total income: £712,400. Total spending: £678,200. Free reserves at year-end: £3,000 (six months of unrestricted expenditure, per policy).
The report's foreword is by Rev Julia Curtis, our Chair, and the appendices include programme-by-programme outcome data and a full SROI calculation by a trustee for the first time. The report runs to 48 pages including appendices.
Each report is held both here and on the Charity Commission's public register (charity 220017). We can post you a hard copy first class if you ring 01584 781237.
Foreword by Rev Julia Curtis; first full year of the Practical Recovery Aid programme's accounts; first independent evaluation of the Quiet Visits programme by the University of Chester.
Download (PDF, 2.4 MB)The year the Trust launched its members' food club at Eastham Village Hall and, after thirty-four years, closed its Wednesday volunteer lunch when its host venue was sold.
Download (PDF, 2.2 MB)A short, candid year on the lessons we took from the pandemic, the volunteer base we rebuilt, and the £42,000 surplus we ring-fenced as a 'next-time' fund.
Download (PDF, 2.1 MB)Our most-cited annual report. Emergency grants up 312%, doorstep deliveries to 412 older neighbours, Friendly Check-ins reaching 314 recipients twice weekly.
Download (PDF, 2.6 MB)The year-end balance sheet was bisected by the first lockdown. A pragmatic, slightly worried report that included the founding of the now-permanent Friendly Check-ins evening shift.
Download (PDF, 2.0 MB)The launch year of our mental wellbeing drop-in, including the staff cost of our first part-time counsellor and the small grant from the parish Wellness Partnership.
Download (PDF, 1.9 MB)A characteristic 'middle' year. the trustees's first full year as Executive Officer. Income up 8%; spending up 9%; reserves held.
Download (PDF, 1.8 MB)The 2014–15, 2015–16 and 2016–17 reports together — the years our Carer Relief was launched and consolidated.
Download (PDF, 4.4 MB)All annual reports filed since 2010 are also held by the Charity Commission for England and Wales under Trust number 220017 and are searchable on register-of-charities.charitycommission.gov.uk.
Our accounts are independently examined every July by the appointed independent examiner, Chartered Certified Accountants, of 18 Hamilton Square, Tenbury Wells, Worcestershire WR15 8AA. The firm holds no other relationship with the Trust, accepts no gifts from us, and is engaged at a fixed fee under a five-year rolling agreement which will next be retendered in 2027.
The Trust's accounts are prepared on the receipts-and-payments basis, as permitted by section 133 of the Charities Act 2011 for charities below the audit threshold. We voluntarily commission an independent examination — although our income is below the £25,000 statutory threshold — as a matter of long-standing trustee policy.
