Trustees' Annual Report for the period
| Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod |
|---|---|---|---|---|---|---|---|
| From | Period start date | To | Period end date | ||||
| 01 | 03 | 2020 | 28 | 02 | 2021 |
Section A Reference and administration details
Charity name Budleigh Salterton Relief In Need Charity
Other names charity is known by
Registered charity number (if any) 1009206
Charity's principal address 54 Moormead
Budleigh Salterton Devon Postcode EX9 6PX
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(if any) |
|---|---|---|---|---|
| CourtneyRichards | Chairman | |||
| Lorraine Ralph | Treasurer, Secretary | |||
| Katherine Harrison | Trustee | |||
| Kathryn Blurton | Trustee | |||
| PhilipLeat | Trustee | |||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Constitution adopted 19 June 1991 Type of governing document
- (eg. trust deed, constitution)
Unincorporated association How the charity is constituted
- (eg. trust, association, company)
Trustees are appointed by the members at the Annual General Meeting Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Provides help to individuals in Budleigh Salterton in need/poverty.
Summary of the objects of the charity set out in its governing document
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What the charity does: General Charitable Purposes Education/training The Advancement Of Health Or Saving Of Lives Who the charity helps: Children/young People Elderly/old People People With Disabilities Summary of the main activities undertaken for the People Of A Particular Ethnic Or Racial Origin public benefit in relation to How the charity helps: these objects (include within this section the statutory Makes Grants To Individuals declaration that trustees have Where the charity operates: had regard to the guidance Devon issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
-
contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The main activity of the Trust is to support our local community when they find themselves in times of financial hardship.
The onset of Covid reduced the income for a significant number of our local households. We reacted to this by liaising with a number of local charities where we combined our funds raising £47,145. This gave us the opportunity to create a support strategy for our local residents.
All beneficiaries had to apply for support, and all support offered was agreed by Trustees in weekly meetings held online.
In the 2019/20 financial year we supported 31 families with weekly support (a provision to cover the cost a week’s worth of food) and 10 families with one off support. In total our distributions came to £40,525, with the remaining funds carried over to the 2021/22 financial year.
We also supported families in identifying other avenues of support.
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Section E Financial review
Brief statement of the charity’s policy on reserves
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
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) Date |
Lorraine Ralph | Courtney Richards |
|---|---|---|
| Lorraine Ralph | Courtney Richards | |
Treasurer |
Chairman | |
| 09/11/2021 | ||
| 09/11/2021 |
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Charity Name Budleigh Salterton Relief in Need Charity
CC16a
No (if any) 1009206
Receipts and payments accounts
For the period Period start date Period end date To from 01/03/2020 28/02/2021
Section A Receipts and payments
Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ £
A1 Receipts
| A1 Receipts | £ | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Gibbons donation | - | 7,500 | - | 7,500 | - | |||||||
| CAF funding | - | 1,000 | - | 1,000 | - | |||||||
| Lord Clinton Donation | - | 2,000 | - | 2,000 | - | |||||||
| Fryer Trust Donation | - | 7,205 | - | 7,205 | - | |||||||
| Lions donation | - | 3,056 | - | 3,056 | - | |||||||
| BS Food Festival Donation | - | 2,000 | - | 2,000 | - | |||||||
| BS NursingAssocation Donation | - | 1,500 | - | 1,500 | - | |||||||
| MoverleyDonation | - | 100 | - | 100 | - | |||||||
| Norman Trust donation | - | 3,000 | - | 3,000 | - | |||||||
| Budleigh Town Council donation | - | 4,000 | - | 4,000 | - | |||||||
| Health Centre donation | - | 10,000 | - | 10,000 | - | |||||||
| Budleigh Baptist Church donation | - | 2,073 | - | 2,073 | - | |||||||
| Go Fund Me Donations | - | 3,561 | - | 3,561 | - | |||||||
| Anon Donation | - | 150 | - | 150 | - | |||||||
| EDDC food fund | - | 2,500 | - | 2,500 | - | |||||||
| Interest | 534 | - | - | 534 | - | |||||||
| Dividends | 524 | - | - | 524 | - | |||||||
| - | - | - | - | - | ||||||||
| - | - | - | - | - | ||||||||
| Sub total(Gross income for AR) |
1,058 | 49,645 | - | 50,703 | - | |||||||
| A2 Asset and investment sales, | ||||||||||||
| (see table). | ||||||||||||
| CBF COIF funds | - | 9,000 | - | 9,000 | ||||||||
| - | - | - | - | - | ||||||||
| Sub total | - | 9,000 | - | 9,000 | - | |||||||
| **Total receipts ** | 1,058 | 58,645 | - | 59,703 | - | |||||||
| A3 Payments | ||||||||||||
| AP01 total weekly payments | - | £1,560.00 | - | 1,560 | - | |||||||
| AP02 total weekly payments | - | £1,440.00 | - | 1,440 | - | |||||||
| AP03 total weekly payments | - | £3,080.00 | - | 3,080 | - | |||||||
| AP06 total weekly payments | - | £1,680.00 | - | 1,680 | - | |||||||
| AP07 total weekly payments | - | £840.00 | - | 840 | - | |||||||
| AP08 total weekly payments | - | £900.00 | - | 900 | - | |||||||
| AP10 total weekly payments | - | £1,125.00 | - | 1,125 | - | |||||||
| AP11 total weekly payments | - | £540.00 | - | 540 | - | |||||||
| AP12 total weekly payments | - | £2,100.00 | - | 2,100 | - | |||||||
| AP13 total weekly payments | - | £1,040.00 | - | 1,040 | - | |||||||
| AP14 total weekly payments | - | £3,200.00 | - | 3,200 | - | |||||||
| AP15 total weekly payments | - | £2,000.00 | - | 2,000 | - | |||||||
| AP16 total weekly payments | - | £2,050.00 | - | 2,050 | - | |||||||
| AP17 total weekly payments | - | £1,890.00 | - | 1,890 | - | |||||||
| AP18 total weekly payments | - | £800.00 | - | 800 | - | |||||||
| AP22 total weekly payments | - | £1,400.00 | - | 1,400 | - | |||||||
| AP23 total weekly payments | - | £900.00 | - | 900 | - | |||||||
| AP24 total weekly payments | - | £1,020.00 | - | 1,020 | - | |||||||
| AP25 total weekly payments | - | £700.00 | - | 700 | - | |||||||
| AP26 total weekly payments | - | £1,280.00 | - | 1,280 | - | |||||||
| AP27 total weekly payments CCXX R1 accounts(SS) |
- | £700.00 1 |
- | 700 | 03/12/2021 |
- |
| AP29 total weekly payments | - | £980.00 | - | 980 | - | ||||
|---|---|---|---|---|---|---|---|---|---|
| AP30 total weekly payments | - | £700.00 | - | 700 | - | ||||
| AP31 total weekly payments | - | £420.00 | - | 420 | - | ||||
| AP32 total weekly payments | - | £560.00 | - | 560 | - | ||||
| AP33 total weekly payments | - | £100.00 | - | 100 | - | ||||
| AP34 total weekly payments | - | £200.00 | - | 200 | - | ||||
| AP35 total weekly payments | - | £420.00 | - | 420 | - | ||||
| AP36 total weekly payments | - | £240.00 | - | 240 | - | ||||
| AP37 total weekly payments | - | £210.00 | - | 210 | - | ||||
| AP38 total weekly payments | - | £60.00 | - | 60 | - | ||||
| KL whitegoods singlepayment | - | £290.00 | - | 290 | - | ||||
| NW whitegoods singlepayment | - | £395.00 | - | 395 | - | ||||
| Launchpad singlepayment | - | £40.00 | - | 40 | - | ||||
| AP03 utilities singlepayment | - | £900.00 | - | 900 | - | ||||
| AP20 childcare singlepayment | - | £165.00 | - | 165 | - | ||||
| AP21 education singlepayment | - | £1,000.00 | - | 1,000 | - | ||||
| AP17 utilities singlepayment | - | £1,000.00 | - | 1,000 | - | ||||
| AP32 school uniform | - | £200.00 | - | 200 | - | ||||
| MC Cleaningsinglepayment | - | £410.00 | - | 410 | - | ||||
| AP32 whitegoods singlepayment | - | £75.00 | - | 75 | - | ||||
| Shopreimbursements | - | 1,915 | - | 1,915 | - | ||||
| Sundries | 34 | - | - | 34 | - | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| **Sub total ** | 34 | 40,525 | - | 40,559 | - | ||||
| A4 Asset and investment purchases, (see table) |
|||||||||
| - | |||||||||
| - | |||||||||
| **Sub total ** | - | - | |||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||||
| - | |||||||||
| 1,024 | 19,144 |
- | |||||||
| - | - | - | |||||||
| 1,502 | 1,502 | - | |||||||
| 2,526 | 20,646 | - |
CCXX R2 accounts (SS)
03/12/2021
2
Section B Statement of assets and liabilities at the end of the period
| Categories B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details CCLA CCLA CCLA Details Total cash funds Lloyds account Details COIF Details Details |
Unrestricted funds to nearest £ 11,526 - 11,526 Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs cash a/c F a/c S a/c T a/c Fund to which asset belongs Fund to which liability relates |
Restricted funds to nearest £ 9,120 - - 9,120 Restricted funds to nearest £ - - - - - - Cost (optional) 2,368 16,639 53,516 17,570 - Cost (optional) - - - - - - - - - Amount due (optional) - - - - - |
Endowment funds to nearest £ |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Endowment funds to nearest £ |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
| Courtney Richards Signature LorraineRalph |
Print Name Lorraine Ralph Courtney Richards |
Date of approval |
|---|---|---|
| LorraineRalph | Lorraine Ralph | 09/11/2021 |
| Courtney Richards | Courtney Richards | 09/11/2021 |
CCXX R3 accounts (SS)
03/12/2021
3